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中广核矿业(1164.HK)：核电板块悄然复苏 上游标的弹性更大

CGN Mining (1164.HK): The nuclear power sector is quietly recovering and the upstream target is more elastic

招商證券(香港) ·  May 16, 2019 00:00  · Researches

The company is engaged in the development and trade of natural uranium, and is the only platform for CGN Group's overseas uranium resource development and trade

The pattern of supply and demand for natural uranium has been reversed, and its spot index has rebounded 44% from the low in November 2016, but it is still at an all-time low

Natural uranium development and trade is at the forefront of the industrial chain. Demand is stable and price elasticity is high. It is the most sensitive to industry recovery in the industrial chain

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