港股异动 | 中广核矿业(01164)现涨超4% 铀价继续维持高位运行 公司产能增量持续
中广核矿业(01164)现涨超4%，截至发稿，涨3.63%，报2港元，成交额4049.26万港元。
消息面上，根据Numerco数据显示，本周U3O8价格为89.25美元/磅，较上周上涨0.6%。铀价继续维持高位运行，供给扰动不断，需求稳中有增，库存不断刷新历史最低水平，其对于价格提供的调节作用将持续下滑，铀价弹性增强且价格中枢有望持续上移。
山西证券此前指出，多个铀项目开发商积极推动休眠矿山的重启与新项目的建设。各国政府对核能的日渐重视叠加长期存在的供需缺口，预计天然铀行业景气度持续上行。公司是中广核集团旗下的铀资源开发唯一平台。随着奥公司扎矿产能爬坡以及加拿大Fission项目的建设投产，产能增量持续。受益于铀价高企，持续看好公司盈利能力。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.