Cameco Corp (CCJ) 今日盘中股价大幅上涨5.49%，引发了市场的高度关注。
消息面上，公司宣布旗下McArthur River铀矿与Key Lake选矿厂已全面恢复生产。此前，由于萨斯喀彻温省洪水导致关键运输桥梁部分坍塌，生产一度受限近三周。目前，临时运输方案已落实，两处设施恢复满负荷运行，公司维持全年合并产量指引1950万至2150万磅U3O8不变。与此同时，铀矿板块整体走强，行业景气度持续向好，共同推动了股价上涨。
Cameco Corporation是世界上最大的铀生产商之一，其业务长期受益于全球核电需求的增长，此次核心设施的复产进一步巩固了市场对公司运营稳定性和未来业绩的信心。
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