港股异动 | 中广核矿业(01164)涨超10% 供需偏紧格局有望推动铀价上行

智通财经02-09

智通财经APP获悉，中广核矿业(01164)涨超10%，截至发稿，涨8.61%，报4.54港元，成交额2.82亿港元。消息面上，华西证券认为，伴随着在产项目产能利用率的提升及产量的衰减期的到来，一次供应缺口的补足将依赖于复产项目的落地以及新项目投产的进度。且近日哈原工与关西电力签署天然铀供应协议以加快日本核电重启，或进一步加剧全球一次铀供需偏紧格局。受益标的：中广核集团旗下海外铀资源开发的投、融资...

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