2025年12月22日钼价和钢价一览 | | | 中鸽在线主要钥产品与钢材报价表 | | | | | --- | --- | --- | --- | --- | --- | | | | 2025年12月22日 | | | | | 产品名称 | | 规格/含量 | 中钨在线报价 | 涨跌 | 車位 | | | 組鉄 | Mo60 | 237,000.00 | ¥ 1,000 | 元/吨 | | | 領精矿 | 40-45% | 3,720.00 | F | 元/吨度 | | | 領数納 | ≥98% | 172,000.00 | + 1,000 | 元/吨 | | 铝 | 四钼酸铵 | 级品 | 232.000.00 | ↓ 1.000 | 兀/吨 | | לך ם | 七钥酸铵 | - 级品 | 237,000.00 | + 1,000 | 元/吨 | | | 相粉 | MP-1 | 450.00 | 13 | 元/千克 | | | 辑条 | Mo-1 | 452.00 | ↓ 3 | 元/千克 | | | 氧化钼 | ≥51% | 3,820.00 | - | 元/吨度 | | | 废钼 | WW用板K10 ...

Core Viewpoint - China Uranium Industry (001280.SZ) emphasizes its role in the natural uranium business, which includes mining, sales, and trading, highlighting the importance of natural uranium in nuclear energy and defense sectors [1] Group 1: Natural Uranium Business - The company's natural uranium products include uranyl sulfate and uranium trioxide [1] - Natural uranium is a critical material for the development of nuclear energy, utilized in nuclear power and national defense [1] Group 2: Radioactive Co-Product Resource Utilization - The company engages in the comprehensive utilization of radioactive co-products, including monazite, uranium-molybdenum, tantalum, and niobium [1] - Key products from this business include rare earth chloride, ammonium molybdate, tantalum pentoxide, and niobium pentoxide [1] - Rare earth chloride serves as a primary raw material for rare earth oxides, while ammonium molybdate is an important intermediate product in deep processing of molybdenum, mainly used in steel, metallurgy, and chemical industries [1] - Tantalum pentoxide and niobium pentoxide are significant intermediate products in the deep processing of tantalum and niobium, applied across various sectors including steel, electronics, aerospace, medical, and superconductors [1]

Core Viewpoint - China Uranium Industry made a strong debut on the Shenzhen Stock Exchange, closing with a 280% increase, reflecting significant investor interest and confidence in the company's growth potential [1] Company Overview - China Uranium Industry submitted its IPO application in June 2024 and was among the first batch of companies accepted under the new "National Nine Articles" policy, successfully passing the review in September of the same year [1] - The company issued 248 million shares, raising 4.44 billion yuan, making it the third-largest fundraising IPO in A-shares for the year [1] - The net proceeds will primarily be used for the construction of four major uranium mining capacity projects and the comprehensive utilization of radioactive co-mined mineral resources [1] Business Operations - The company is engaged in the mining, sales, and trade of natural uranium resources, as well as the comprehensive utilization and sales of associated radioactive minerals [1] - Key products include natural uranium, rare earth chlorides, and ammonium molybdate, with a dominant position in the domestic uranium resource sector [1] - China Uranium Industry holds 19 mining rights and 6 exploration rights domestically and abroad, with its controlled Rosin Uranium Mine being the sixth-largest uranium mine globally and the second-largest open-pit uranium mine [1] Market Position and Demand - The global demand for natural uranium is expected to surge due to the revival of nuclear power, with the World Nuclear Association predicting a rise in global nuclear power capacity to 746 GWe by 2040, leading to a potential demand of nearly 204,600 tons of uranium [2] - The company has maintained a leading position in natural uranium production, sourcing uranium from both its own mines and international markets to supply domestic nuclear power plants [1][2] Financial Performance - The company's revenue has shown steady growth, with reported revenues of 14.801 billion yuan, 17.279 billion yuan, and 9.551 billion yuan for the years 2023 to the first half of 2025 [2] - Revenue from natural uranium business accounted for over 90% of total revenue during the same period, indicating a strong reliance on this segment [2] - Net profit attributable to shareholders was reported at 1.262 billion yuan, 1.458 billion yuan, and 765 million yuan for the same years [2] Shareholding Structure - China National Uranium Industry is the controlling shareholder of China Uranium Industry, holding 57.88% of the shares post-IPO, while the China National Nuclear Corporation indirectly controls 70.52% of the company [2]

12月3日早盘，沪指窄幅震荡整理，创业板指冲高回落；港股走势疲弱，恒生指数、恒生科技指数盘中 均跌超1%。 具体来看，沪指盘中围绕3900点窄幅震荡，深证成指、创业板指震荡回落，北证50指数相对强势。截至 午间收盘，沪指微跌0.09%报3894.22点，深证成指跌0.19%，创业板指跌0.5%，北证50指数涨0.59%， 沪深北三市合计成交10756亿元。 银河证券认为，2025年美国加征关税、中国反制措施及其他资源国矿产资源管制等政策下的供应链扰 动、美联储降息周期中的流动性宽松，使有色金属价格与行业业绩增速持续提升，确立了有色金属行业 进入新一轮上行周期。2026年上述逻辑有望继续推动有色金属商品价格上涨与提升有色金属企业的盈利 能力，延续有色金属行业的景气上行行情。 培育钻石概念爆发 培育钻石概念盘中大幅走高，截至午间收盘，四方达涨近15%，惠丰钻石涨超10%；黄河旋风涨超9%， 盘中一度涨停；力量钻石涨超5%，国机精工涨超2%。 场内超3500股飘绿，地产、半导体、酿酒等板块疲弱；有色板块逆市拉升，华阳新材、鑫科材料涨停； 煤炭板块上扬，大有能源、安泰集团、新大洲A涨停；培育钻石概念活跃，四方达、惠丰 ...

中国铀业的主营业务为天然铀资源的采冶、销售及贸易，同时从事独居石、铀钼等放射性共伴生矿产资 源的综合利用及产品销售;主要产品包括天然铀、氯化稀土和四钼酸铵等。其上市事项属其独立经营及 资本运作安排。董事局认为，中国铀业成功上市不仅彰显其资本市场地位的提升，亦有望进一步增强公 司与母公司之间的协同效应，并为公司未来发展提供更广阔的战略支持。 公司的业务运作将维持正常，同时预计将受益于母公司在资本市场影响力的提升，从而在品牌认知度、 资源整合及战略拓展方面获得积极支持。 中核国际(02302)发布公告，公司获悉，间接持有公司已发行股份约66.72%的控股母公司中国铀业股份 有限公司("中国铀业"或"母公司")已于2025年12月3日在深圳证券交易所正式挂牌上市。 ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations around 3900 points, closing down 0.09% at 3894.22 points, while the Shenzhen Component Index and ChiNext Index fell by 0.19% and 0.5% respectively [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 10,756 billion [1] - Over 3500 stocks declined, with sectors like real estate, semiconductors, and liquor showing weakness, while the coal sector saw gains [1] Coal Sector Performance - The coal sector showed strong performance, with companies like Dayou Energy, Antai Group, and New Dazhou A hitting the daily limit [4][5] - The prices of thermal coal and coking coal remain at historical lows, providing room for a rebound due to supply-side policies and seasonal demand increases [6] Nonferrous Metals Sector - The nonferrous metals sector also strengthened, with companies like Huayang New Materials and Xinke Materials hitting the daily limit, and Tianshan Aluminum and Yun Aluminum rising over 5% [7] - Analysts predict that the nonferrous metals industry is entering a new upward cycle, driven by supply chain disruptions and liquidity easing from the Federal Reserve [7] Cultivated Diamonds Concept - The cultivated diamond concept saw significant gains, with companies like Sifangda and Huifeng Diamond rising nearly 15% and over 10% respectively [9][10] - The diamond industry is focusing on functional applications, with potential growth in chip manufacturing due to high heat dissipation demands [11] China Uranium Industry - China Uranium Industry debuted with a remarkable increase of 347%, reaching a peak of 80 yuan per share, and closing up 281.5% at 68.25 yuan per share, with a market capitalization exceeding 1400 billion [12][13] - The company specializes in the comprehensive utilization of natural uranium and radioactive co-associated mineral resources, playing a crucial role in China's nuclear supply chain [13]

Core Viewpoint - China Uranium Corporation, the controlling parent company of China Nuclear International, has officially listed on the Shenzhen Stock Exchange, which is expected to enhance the company's market position and strategic support for future development [1] Group 1: Company Overview - China Uranium Corporation indirectly holds approximately 66.72% of the issued shares of China Nuclear International [1] - The main business of China Uranium Corporation includes the mining, sales, and trading of natural uranium resources, as well as the comprehensive utilization and sales of radioactive co-associated mineral resources such as monazite and uranium-molybdenum [1] Group 2: Strategic Implications - The successful listing of China Uranium Corporation is anticipated to strengthen the synergy between the company and its parent, providing broader strategic support for future growth [1] - The company expects to benefit from the enhanced influence of its parent company in the capital market, which will positively impact brand recognition, resource integration, and strategic expansion [1]

Core Viewpoint - China Uranium Corporation, the controlling parent company of China Nuclear International, has officially listed on the Shenzhen Stock Exchange, which is expected to enhance the company's market position and strategic support for future development [1] Group 1: Company Overview - China Uranium Corporation holds approximately 66.72% of the issued shares of China Nuclear International [1] - The main business of China Uranium includes the mining, sales, and trade of natural uranium resources, as well as the comprehensive utilization and product sales of associated radioactive minerals such as monazite and uranium molybdenum [1] Group 2: Strategic Implications - The successful listing of China Uranium is anticipated to strengthen the synergy between the company and its parent, providing broader strategic support for future growth [1] - The company expects to benefit from the enhanced market influence of its parent company, which will positively impact brand recognition, resource integration, and strategic expansion [1]

Core Viewpoint - China Uranium Corporation, the controlling parent company of China Nuclear International, has officially listed on the Shenzhen Stock Exchange, which is expected to enhance the company's market position and strategic support for future development [1] Group 1: Company Overview - China Uranium Corporation holds approximately 66.72% of the issued shares of China Nuclear International [1] - The main business of China Uranium includes the mining, sales, and trade of natural uranium resources, as well as the comprehensive utilization and product sales of associated radioactive minerals such as monazite and uranium-molybdenum [1] Group 2: Strategic Implications - The successful listing of China Uranium is anticipated to strengthen the synergy between the company and its parent, providing broader strategic support for future growth [1] - The company expects to benefit from the enhanced market influence of its parent company, which will positively impact brand recognition, resource integration, and strategic expansion [1]

Core Insights - The overall trend of molybdenum prices in China for November 2025 shows a significant decline, with various molybdenum products experiencing price drops compared to the previous month [3][4] - Despite the recent price decreases, current molybdenum prices remain relatively high compared to the lowest points earlier in the year [4] Price Trends - Molybdenum concentrate price decreased by approximately 14.72%, molybdenum iron by 13.33%, and ammonium molybdate by 10.73% in November 2025 [3] - The average prices for various molybdenum products in November 2025 are as follows: - Molybdenum concentrate: 3,860 CNY/ton, down 12.43% month-on-month, up 3.54% year-on-year - Molybdenum iron: 249,100 CNY/ton, down 10.93% month-on-month, up 3.36% year-on-year - Molybdenum oxide: 3,972 CNY/ton, down 11.95% month-on-month, up 3.87% year-on-year - Sodium molybdate: 176,700 CNY/ton, down 8.97% month-on-month, up 4.85% year-on-year - Ammonium tetrathiomolybdate: 241,300 CNY/ton, down 9.83% month-on-month, up 5.13% year-on-year - Ammonium heptamolybdate: 246,000 CNY/ton, down 9.54% month-on-month, up 5.34% year-on-year - Molybdenum powder: 465 CNY/kg, down 7.19% month-on-month, up 7.14% year-on-year - Molybdenum rods: 471 CNY/kg, down 6.92% month-on-month, up 1.29% year-on-year [6] Market Influences - Short-term price declines are attributed to weak international molybdenum market conditions, fluctuating steel prices, and a lack of effective support from production costs [3] - The trading sentiment among merchants, characterized by a "buy high, sell low" mentality, has further exacerbated the downward price trend [3]