据央视新闻此前报道，当地时间1月3日，美国总统特朗普称，美方已成功对委内瑞拉实施打击，抓获委 内瑞拉总统马杜罗及其夫人，并带离委内瑞拉。同日，有美国官员表示，委内瑞拉总统马杜罗于1月3日 凌晨被美军最高特种任务部队三角洲部队的成员抓获。 对全球商品市场影响几何？ 作为全球已探明石油储量第一的国家，委内瑞拉还是铜、铝土矿、铀矿等关键矿产资源的重要供应方。 随着美委紧张局势升级，全球原油和矿产供应链的不确定性增加。 "此次美国对委内瑞拉发动空袭，对能源领域的影响最为显著。"宝城期货能化高级研究员陈栋表示， 2025年委内瑞拉原油出口量占全球贸易的3.2%，其重质原油是美国墨西哥湾炼厂的核心原料，该事件 直接引发市场对委内瑞拉原油供应中断的担忧。此外，今年一季度OPEC+暂停增产和减产协议持续生 效。预计假期后国际油价有望走强。 方正中期期货交易咨询部首席石油化工研究员隋晓影表示，去年12月以来，美国不断加码对委内瑞拉的 制裁，对其油轮实施封锁。此次美委紧张局势进一步恶化，将继续削弱委内瑞拉的原油出口，减少国际 市场重油供给，轻重油价差将收窄，对油价将形成短线提振。 物产中大期货宏观高级分析师周之云则表示，虽然委内 ...

高盛等国际大行的看多报告，会强化全球资本市场对铀行业进入长期结构性缺口的共识，吸引更多长期 资金关注铀矿板块，有利于中广核矿业这样的龙头公司获得估值溢价。 12月24日，中广核矿业(1164.HK)继续上涨6%，4日连涨超15%，报3.38港元，总市值257亿港元。 消息上，高盛称，随着全球核能产业发展的最新动态，铀价不仅将在未来几年飙升，而且极有可能成 为"下一个黄金"，认为日益扩大的结构性供应短缺将成为推动价格上涨的核心动力。高盛预测，到2026 年底，现货铀价格预计将升至每磅91美元左右，与目前的约76美元相比，意味着至少有约20%的上涨空 间。 本文源自：格隆汇 ...

消息上，高盛称，随着全球核能产业发展的最新动态，铀价不仅将在未来几年飙升，而且极有可能成为"下一个黄金"，认为日益扩大的结构性供应短缺将成 为推动价格上涨的核心动力。高盛预测，到2026年底，现货铀价格预计将升至每磅91美元左右，与目前的约76美元相比，意味着至少有约20%的上涨空间。 高盛等国际大行的看多报告，会强化全球资本市场对铀行业进入长期结构性缺口的共识，吸引更多长期资金关注铀矿板块，有利于中广核矿业这样的龙头公 司获得估值溢价。 中广核矿业(1164.HK)继续上涨6%，4日连涨超15%，报3.38港元，总市值257亿港元。 ...

招商证券认为，核电技术不断升级，是兼顾清洁、高效的电源方案。终端电气化进程不断助推用电量增 长，AI的爆发对高质量电力的需求更迫切，叠加地区能源独立等因素，核电战略地位持续强化，进入 复苏。与之相对福岛事件后十余年铀矿资本开支收缩，短期天然铀缺口主要依托库存及铀矿复产等，中 长期看新增产能释放节奏不明朗，且部分矿山减产可能进一步加大供给侧压力。综上判断未来铀价将整 体维持上行趋势，铀矿企业盈利表现有望持续优化。 智通财经获悉，中广核矿业(01164)涨超7%，截至发稿，涨7.26%，报3.4港元，成交额1.86亿港元。 本文源自：智通财经网 消息面上，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。大摩研报指，根 据中国铀业申报资料，其IPO市值为370亿元人民币，预计今年纯利达16亿至16.5亿元人民币。作为首间 在内地上市的铀矿企业，该行相信公司将吸引更广泛投资者关注铀矿板块，提振市场信心，而中广核矿 业作为唯一在香港上市及参与互联互通的铀矿企业亦将受惠。该行预计中广核矿业的股价将在15天内有 70%至80%机会上升。 ...

中广核矿业(01164)涨超7%，截至发稿，涨7.26%，报3.4港元，成交额1.86亿港元。 招商证券认为，核电技术不断升级，是兼顾清洁、高效的电源方案。终端电气化进程不断助推用电量增 长，AI的爆发对高质量电力的需求更迫切，叠加地区能源独立等因素，核电战略地位持续强化，进入 复苏。与之相对福岛事件后十余年铀矿资本开支收缩，短期天然铀缺口主要依托库存及铀矿复产等，中 长期看新增产能释放节奏不明朗，且部分矿山减产可能进一步加大供给侧压力。综上判断未来铀价将整 体维持上行趋势，铀矿企业盈利表现有望持续优化。 消息面上，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。大摩研报指，根 据中国铀业申报资料，其IPO市值为370亿元人民币，预计今年纯利达16亿至16.5亿元人民币。作为首间 在内地上市的铀矿企业，该行相信公司将吸引更广泛投资者关注铀矿板块，提振市场信心，而中广核矿 业作为唯一在香港上市及参与互联互通的铀矿企业亦将受惠。该行预计中广核矿业的股价将在15天内有 70%至80%机会上升。 ...

中广核矿业(01164)涨超7%，截至发稿，涨7.26%，报3.4港元，成交额1.86亿港元。 消息面上，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。大摩研报指，根 据中国铀业申报资料，其IPO市值为370亿元人民币，预计今年纯利达16亿至16.5亿元人民币。作为首间 在内地上市的铀矿企业，该行相信公司将吸引更广泛投资者关注铀矿板块，提振市场信心，而中广核矿 业作为唯一在香港上市及参与互联互通的铀矿企业亦将受惠。该行预计中广核矿业的股价将在15天内有 70%至80%机会上升。 招商证券认为，核电技术不断升级，是兼顾清洁、高效的电源方案。终端电气化进程不断助推用电量增 长，AI的爆发对高质量电力的需求更迫切，叠加地区能源独立等因素，核电战略地位持续强化，进入 复苏。与之相对福岛事件后十余年铀矿资本开支收缩，短期天然铀缺口主要依托库存及铀矿复产等，中 长期看新增产能释放节奏不明朗，且部分矿山减产可能进一步加大供给侧压力。综上判断未来铀价将整 体维持上行趋势，铀矿企业盈利表现有望持续优化。 ...

Core Thesis - NexGen Energy Ltd. is positioned favorably in the uranium sector with multiple catalysts aligning to enhance its market standing, supported by bullish analyst sentiment and raised price targets indicating potential double-digit upside from current levels [2][6]. Company Overview - NexGen Energy Ltd. focuses on the acquisition, exploration, evaluation, and development of uranium properties in Canada, with its shares trading at $8.96 as of November 28th and a trailing P/E of 47.82 [1][2]. Key Projects - The flagship Rook I Project in the Athabasca Basin is recognized as a tier-1 uranium asset due to its high grade, large scale, and strong economic profile, positioning NexGen ahead of competitors in lower-grade or riskier regions [3][5]. Exploration and Development Progress - Recent high-grade results from the Patterson Corridor East zone indicate significant growth potential, with mineralization extending in multiple directions, suggesting further resource expansion beyond current estimates [4][5]. Market Dynamics - The global uranium supply remains tight while demand is increasing due to nuclear restarts, new reactors, and geopolitical factors, which favor advanced developers like NexGen with high-grade assets [4][6]. Regulatory and Institutional Support - NexGen is advancing through critical project milestones, including ongoing engineering efforts and a key regulatory hearing with the Canadian Nuclear Safety Commission, which is essential for full construction approval [5][6]. Investment Outlook - With favorable fundamentals, high-grade discoveries, and positive market dynamics converging, NexGen is expected to differentiate itself significantly from peers, potentially leading to a re-rating and substantial upside for investors [6].

Group 1 - China General Nuclear Power Corporation (CGN) maintains high stock price, up 4.85% to HKD 3.24 with a trading volume of HKD 319 million [1][1] - Morgan Stanley forecasts a 70% to 80% chance of CGN's stock price increasing within 15 days, with an upgrade rating and target price set at HKD 3.92 [1][1] Group 2 - China Uranium Industry (001280) listed on the Shenzhen Stock Exchange with an IPO market value of RMB 37 billion, expected net profit for the year is between RMB 1.6 billion to 1.65 billion [2][2] - As the first uranium mining company listed in mainland China, it is anticipated to attract broader investor interest in the uranium sector, boosting market confidence [2][2] - CGN, being the only uranium mining company listed in Hong Kong and participating in the Stock Connect, is expected to benefit from the increased attention on the uranium sector [2][2]

Core Viewpoint - Morgan Stanley predicts that the stock price of China General Nuclear Power Corporation (CGN) will have a 70% to 80% chance of rising within 15 days, with a rating upgrade and a target price of HKD 3.92 [1] Group 1: Company Insights - China Uranium Industry (001280.SZ) was listed on the Shenzhen Stock Exchange today, with an IPO market capitalization of RMB 37 billion [1] - The expected net profit for China Uranium Industry this year is between RMB 1.6 billion to 1.65 billion [1] - As the first uranium mining company to be listed in mainland China, it is anticipated to attract broader investor interest in the uranium sector, boosting market confidence [1] Group 2: Market Impact - CGN, being the only uranium mining company listed in Hong Kong and participating in the Stock Connect, is expected to benefit from the increased attention on the uranium sector following the listing of China Uranium Industry [1]

Core Viewpoint - Morgan Stanley predicts that the stock price of China General Nuclear Power Corporation (CGN Mining, 01164) has a 70% to 80% chance of rising within 15 days, with an upgrade rating and a target price of HKD 3.92 [1] Group 1: Company Analysis - China Uranium Corporation (001280) listed on the Shenzhen Stock Exchange today, with an IPO market capitalization of RMB 37 billion [1] - The company is expected to achieve a net profit of RMB 1.6 billion to 1.65 billion this year [1] - As the first uranium mining company to list in mainland China, it is anticipated to attract broader investor interest in the uranium sector, boosting market confidence [1] Group 2: Market Impact - CGN Mining, being the only uranium mining company listed in Hong Kong and participating in the Stock Connect program, is expected to benefit from the increased attention on the uranium sector following the listing of China Uranium Corporation [1]