Hong Kong Stock Market Movement | China Nuclear International surges 7.5%, driven by earnings growth and rising natural uranium prices

China Nuclear International (2302.HK) opened higher and is up today. It has surged 7.5% to 6.01 HKD, with a total market value of HKD 2.94 billion. In related news, China Nuclear International recently released its 2025 annual results. For FY2025, the Group’s revenue increased by approximately 35.2% to about HKD 2.49 billion, and the Group recorded net profit attributable to shareholders of approximately HKD 192 million for the year. Basic earnings per share were 39.3 HK cents. In 2025, the natural uranium market continued to face challenges. The core contradiction in the global natural uranium market has intensified: supply remains rigidly constrained while demand grows on both fronts, leading to tight supply and demand.

The company is a third-tier management unit under China National Nuclear Corporation, and is specifically engaged in overseas uranium resource development business. It is the only overseas uranium resource operations platform of China National Nuclear Corporation. Backed by a “national team” background, as a uranium resource developer, the company benefits directly from the global uranium price upcycle and growth in nuclear power demand. Some institutions have pointed out that the additional generating capacity demand brought by the U.S. nuclear power policy and the active plans by technology giants for nuclear power will jointly drive uranium demand into a long-cycle growth channel. As the core overseas uranium resource development platform of China National Nuclear Corporation, China Nuclear International is expected to fully benefit from this round of uranium bull market with a long-term upward trend.