Group 1 - The core viewpoint of the article highlights the positive market reaction to the U.S. government's announcement of $2.7 billion in grants to nuclear fuel manufacturers, including Centrus Energy, aimed at revitalizing domestic uranium production and reducing reliance on Russian enriched uranium [1] - China General Nuclear Power Corporation (CGN) Mining's stock rose over 4% in early trading, reflecting investor optimism, and was reported at HKD 3.68 with a trading volume of HKD 170 million [1] - Uranium futures prices have recently surpassed $82 per pound, marking the highest level since mid-2024, indicating a bullish trend in the uranium market [1] Group 2 - According to Guojin Securities, the supply side of uranium is expected to see a short-term recovery due to the resumption of mining operations, but long-term supply capabilities are facing continuous decline [1] - On the demand side, nuclear power installations are steadily increasing due to energy security, the transition to clean energy, and the demand for AI-driven electricity, leading to a persistent global natural uranium supply-demand gap [1] - Expectations of tight supply are driving up long-term uranium contract prices [1]