机构：中金公司 研究员：Jiaming ZHANG/Ding QI/Yan CHEN What's new On June 3, 2025, CGN Mining signed a new sales framework agreementwith CGN Uranium Resources Co., Ltd. This agreement covers the periodfrom January 2026 to December 2028 and will take effect after bothparties sign the agreement and obtain approvals from independentshareholders. Comments This forecasted natural uranium price over 2026–2028 is derivedfrom the average of projections from two leading market analysts:TradeTech's regular long-term price foreca ...