Гонконгские акции в движении丨China National Nuclear International выросла на 7.5%, рост прибыли + повышение цен на природный уран

Nuklear International (2302.HK) today opened higher and rose; currently it is up sharply by 7.5%, trading at 6.01 Hong Kong dollars, with a total market capitalization of HK$2.94 billion. As for the news, Nuklear International recently released its 2025 annual results. For 2025, the Group’s revenue increased by about 35.2% to approximately HK$2.49 billion, and the Group recorded net profit attributable to shareholders of approximately HK$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 key contradictions in the global natural uranium market intensified: supply was rigidly constrained, while demand saw growth on two fronts, resulting in a tight supply-and-demand situation.

The company is a third-tier management unit under CNNC, and is specifically engaged in overseas uranium resource development business. It is the only overseas uranium resource operations platform of CNNC. As a uranium resource developer backed by a “national team” context, the company directly benefits from the global uranium price upcycle and growth in nuclear power demand. Some analysts point out that the additional installed-capacity demand brought by the U.S. nuclear power policy and the proactive deployments by technology giants for nuclear power will jointly push uranium demand into a long-cycle growth channel. As the core platform for overseas uranium resource development of CNNC, Nuklear International is expected to fully benefit from this round of uranium bull-market cycle.