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CGN Mining Company Limited

mining-metals·🇭🇰 Hong Kong·Ownership re-checked 2026-10-06 · exposure claims not re-checked since fill

CGN Mining Company Limited (HKEX: 01164) is the Hong Kong-listed uranium arm of China General Nuclear Power Corporation. Its business, in the words of its own HKEX filings, is "the natural uranium production and trading of the Group" — two activities, and no third.

Supply-risk report · CRMA Art. 20–25 assessment Policy outlook · threats, impact & strategy

/ 100

Moderate

Binding chokepoint

uranium 57

Controller

🇷🇺 RU 45%

Measures, 24m

14 · 0 total mentions

Scored exposures

1 materials

Its binding exposure, uranium, is controlled by RU at 45% of refined output.

Production footprint

4named sites with disclosed material dependencies

Semizbay Mine (Semizbay-U LLP)natural uranium mining; held via Semizbay-U Limited Liability Partnership, a 49%-owned joint ventureKZ

Irkol Mine (Semizbay-U LLP)natural uranium mining; held via Semizbay-U Limited Liability Partnership, a 49%-owned joint ventureKZ

Central Mynkuduk Deposit (Ortalyk LLP)natural uranium mining; held via Mining Company ORTALYK LLP, a 49%-owned associateKZ

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1 more sitesShow

Zhalpak Deposit (Ortalyk LLP)KZ

natural uranium mining; held via Mining Company ORTALYK LLP, a 49%-owned associate

uranium

Material exposure

1scored materials · 1 produced, 0 consumed

This company sits on the supply side for 1 of its 1 materials — a restriction on those is a tailwind, not a headwind.

uranium🇷🇺 RU · produces57

Policy measures, last 24 months

No actions in the register have named or swept this company in the last 24 months.

See all in the register →

If passed, would hit their inputs

4proposals matching this company's materials

Kazakhstan Subsoil Code 2026 amendments — domestic-content rise to 70% (incl. uranium), geological-data digitisation, e-auctions, strategic-investor priority right🇰🇿 highuranium, copper, rare-earths, chromium

DRC Strategic Mineral Reclassification Decree — 6 new minerals (lithium, tantalum, niobium, tungsten, uranium, REEs) elevated to strategic tier, royalty 3.5%→10%🇨🇩 highlithium, tantalum, niobium, tungsten, uranium, rare-earths

Namibia new Minerals Bill (Minerals Prospecting and Mining Act overhaul)🇳🇦 moderateuranium, lithium, diamonds, manganese

1 moreShow

CEMAC Common Mining Code — 6-member regional harmonisation (April 2026) moderatemanganese, cobalt, gold, diamonds, uranium, iron-ore

Supplier alternatives

1of 1 exposures have a viable non-dominant substitute · avg lead 3mo

uranium🇷🇺 RU 45% → 🇨🇳 CN0-6mo

No dated actions on record. Material exposures are company-researched, not yet re-checked; scores are footprint-adjusted and buyer-relative.

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CGN Mining Company Limited

mining-metals·🇭🇰 Hong Kong·Ownership re-checked 2026-10-06 · exposure claims not re-checked since fill