CGN MINING(HK:01164) 智通财经网·2026-02-09 07:32Group 1 - China General Nuclear Power Corporation (CGN) Mining has seen a stock price increase of over 10%, currently trading at 4.54 HKD with a transaction volume of 282 million HKD [1] - Huaxi Securities indicates that the supply gap in uranium will depend on the resumption of production projects and the progress of new project launches, as production capacity utilization improves and production enters a decline phase [1] - A recent agreement between Hayan Uranium and Kansai Electric Power for natural uranium supply aims to accelerate the restart of nuclear power in Japan, potentially tightening the global uranium supply-demand balance [1] Group 2 - CGN Mining is identified as the only platform for overseas uranium resource development and financing under CGN Group, positioning it as a leader in the domestic uranium industry [1] - Everbright Securities expresses optimism regarding the continuous rise in uranium prices due to supply tightness and stable growth in nuclear power demand [1]