异动解读|中广核矿业盘中下跌5.15%,前期急涨后持续回吐叠加半年报亏损扩大承压

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9月15日,中广核矿业盘中下跌5.15%,报2.025港元,成交额1.37亿港元,已连续四个交易日走低。此前9月9日,公司受天然铀长协价格创历史新高消息刺激单日急涨近9%,随后持续回吐涨幅,累计跌幅已远超前期涨幅。

基本面持续承压是股价疲弱的核心因素。公司中期业绩显示,上半年录得亏损约8000万港元,同比扩大18%,主因旗下哈萨克斯坦矿山天然铀销量同比下降、单位销售成本上涨,且存货加权平均成本高于当期销售合同售价导致毛利承压。此外,部分天然铀年度包销合同交付延至下半年。沪深港通数据显示,近期南向资金持仓市值持续缩水,市场情绪偏弱。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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