转自：北京日报客户端 据深交所及中核集团消息，12月3日，中国铀业在深交所举行上市仪式，成为A股市场天然铀第一股。 中国铀业的发行价为17.89元/股，开盘报62元/股。开盘后，股价一度飙升至80元/股。截至收盘，最新 涨幅为280.04%。 据介绍，中国铀业本次IPO募集资金将投向包括国内天然铀业务和放射性共伴生矿产资源综合利用两大 项目，并补充流动性。公司拥有19宗采矿权和6宗探矿权，在新疆、内蒙古、广东、湖南等铀资源富集 地区，形成了以砂岩铀矿为主体、硬岩铀矿为补充、放射性共伴生资源综合利用回收天然铀的国内天然 铀产能布局。公司通过上市筹集资金，将进一步加大国内天然铀产业的投资力度，加快推动规划产能的 快速落实，提升服务国家战略的能力。 中国核工业集团有限公司（简称中核集团）是中央直接管理的特大型国有重要骨干企业，是国家核科技 工业主体，是推进核能开发利用、核工程建设、核技术应用的国家队和主力军，拥有完整的核科技工业 体系，肩负着推动国防建设和经济社会发展的双重使命。中核集团资产规模超1.6万亿元，员工总数18 万人。 来源：长安街知事微信公众号 MACD金叉信号形成，这些股涨势不错！ 交所"微信公众号 ...

央视网消息：12月3日，我国核能原材料天然铀领域的核心企业中国铀业在深交所挂牌上市。 中国铀业是国内核电"燃料"的供应商，通过本次上市，将显著提升我国铀资源的保障能力。 记者了解到，中国铀业拥有铀矿开采的多项核心关键技术，"国铀一号"示范项目已经生产出铀产品，实现了我国天然铀产能的快速增长。 当前，我国铀资源勘查重心由南方硬岩转向北方砂岩，在北方盆地陆续发现和落实了一批超大型、特大型和大型铀矿床。在内蒙古鄂尔多斯，中国规模 最大的天然铀产能项目"国铀一号"示范工程近期生产出"第一桶铀"，通过新型采铀技术，盘活了国内数十万吨铀资源。 目前，"国铀一号"先进技术正加速推广至内蒙古二连盆地、东北松辽盆地、新疆伊犁盆地、甘肃镇原等铀矿资源开发，将支撑建成新一批天然铀生产大 基地，实现我国天然铀产能数倍增长。 全球铀资源需求旺盛 中国铀业加速出海 未来，"国铀一号"技术还将走出国门，推广到中亚、非洲等国家和地区。随着全球核能的快速发展，铀资源的需求将大幅增加。 全球铀资源的地理分布极不均衡，资源储量分布高度集中于少数国家，全球已探明的铀资源主要集中在澳大利亚、哈萨克斯坦和加拿大等国，前三大资 源国的储量合计已超过全球总 ...

Group 1: Market Overview - The Hang Seng Index closed at 25,911, up 1.84% for the day and 29.17% year-to-date, while the Hang Seng Tech Index rose 2.57% for the day and 35.97% year-to-date [1] - The Chinese stock market rebounded, with sectors like consumer discretionary and staples leading gains, while telecommunications, utilities, and energy lagged [3] - Southbound capital saw a net sell of 5.44 billion HKD, with notable net sells in Hang Seng China Enterprises, Tracker Fund, and SMIC, while Alibaba, Huahong Semiconductor, and Xiaomi received significant net buys [3] Group 2: Economic Insights - The Chinese economy shows signs of weak credit demand, with M1 growth indicating improved business activity, while the central bank is expected to maintain a loose liquidity policy [4][5] - CPI showed a slight recovery, indicating a slow revival in consumer demand, while PPI decline has narrowed due to rising upstream mining prices [4] - The report anticipates a policy easing window in Q4 2025, with expected reductions in LPR and reserve requirement ratios to support consumption and the real estate market [5] Group 3: Company Analysis - Futu Holdings - Futu Holdings is a leading technology-driven financial services platform, covering eight major markets and providing services like securities trading and wealth management [6] - The company is expected to achieve a compound annual growth rate (CAGR) of 12% in revenue and 14% in Non-GAAP net profit from FY25 to FY28, driven by growth in asset clients and improved operational efficiency [5][6] - Futu's AUM in virtual assets reached 4 billion HKD in Q2 2025, with projections indicating it could contribute 2.4 to 3.1 billion HKD in incremental revenue by 2027 [7] Group 4: Investment Rating - The report initiates coverage on Futu Holdings with a "Buy" rating and a target price of 224 USD, supported by its global expansion and strong growth in core business segments [6][7] - The company is currently trading at a significant discount compared to peers, with a P/E ratio of 19x/17x for FY25E/FY26E, presenting an attractive entry point for investors [7]

Core Viewpoint - Nuclear power is gaining attention, with NuScale Power's market cap at $11 billion and a stock increase of 360% over the past year, but it is a pre-revenue company with significant risks [1][11][12] Group 1: NuScale Power - NuScale Power has a market cap exceeding $10 billion but generates zero revenue currently, relying on contracts for future projects [11][12] - The company is not expected to generate revenue until 2030, and even then, it may be negligible due to unproven technology and previous project cancellations [12][13] - The stock is considered risky, with expectations of declining value over the next decade [13] Group 2: Rocket Lab - Rocket Lab has a similar market cap to NuScale Power but generates revenue, distinguishing it as a more viable investment [2][5] - The company has successfully completed 59 launches and has 31 planned missions, positioning itself as a competitor to SpaceX [3][5] - Rocket Lab's revenue stands at $466 million, with potential for significant growth through the introduction of the Neutron rocket and a product backlog exceeding $1 billion [5] Group 3: Rivian Automotive - Rivian Automotive, currently down 92% from its all-time highs, aims to recover with new product launches, including the R2 mid-size SUV priced at $45,000 [6][8] - The company has struggled with stagnating deliveries, currently below 50,000, and negative free cash flow of $1.86 billion over the past year [8][9] - With a scaled-up operation, Rivian could increase annual revenue from $5 billion to between $15 billion and $20 billion, potentially achieving a market cap larger than NuScale Power in 10 years [9]