北京时间2024年10月18日,Energy Fuels Inc(UUUU.us)股价盘中大涨6.02%,引发市场关注。作为美国主要的铀矿开采和铀精矿生产商,Energy Fuels Inc股价上涨与全球对核能需求增长的预期密切相关。
近年来,核电作为清洁能源的重要来源,在全球能源转型大背景下被看好。多家机构预计未来数年全球核电装机容量将不断扩张,核燃料需求持续走高。然而,由于铀矿供应增速有限,供给紧缺的格局已逐步显现,带动铀价持续上涨。
Energy Fuels Inc作为美国两大主要铀生产中心和多个获批铀矿项目的拥有者,储备资源丰富。随着铀矿商品价格的攀升,公司未来将从中受益。加之公司财务数据良好,营业收入和毛利保持较高水平,令机构分析师看好其长期发展前景。据不完全统计,高达88%的分析师对公司给予买入建议。利好预期的不断释放,最终引发市场买盘大举入场,推动能源巨头Energy Fuels Inc股价大涨。
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