港股异动 | 中广核矿业(01164)现涨超5% 铀价短期调整 机构预计未来三个月仍维持高位运行
中广核矿业(01164)现涨超5%，截至发稿，涨5.43%，报1.94港元，成交额2490.04万港元。
消息面上，根据Numerco数据显示，本周U3O8价格为97美元/磅，较上周下跌4.9%。铀价短期虽有调整但仍维持相对高位运行。
华西证券指出，1月下旬，生产商陆续释放多个项目重启消息，现货价格逐步回落，并于月底收于101美元/磅。随着2月1日哈原工再次声明，明确了哈萨克2024年产量较此前预期下调约3500吨铀，预计与2023年基本持平，现货价格出现快速回升。报告预计，未来3个月，投资基金融资环境改善、对俄铀产品进口禁令可能落地、贸易采购活跃，现货价格将继续上涨。预计未来3个月现货价格波动区间为90-115美元/磅。
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