异动解读|中广核矿业盘中上涨8.68%,核燃料供需趋紧叠加多家投行给予较高目标价

行情直击
Jun 15

6月15日,中广核矿业盘中上涨8.68%,报3.13港元/股,成交额5296.66万港元,走势显著强于所属板块。

消息面上,近期世界核燃料大会释放强烈看多信号,指出全球核能正处于需求端非线性增长与供给端长周期硬约束的碰撞期,铀矿开采成本陡增、新产能无法快速释放;同时美国唯一在运商业浓缩铀工厂此前宣布大幅扩建,铀矿价格飙升,推动市场对铀资源标的关注度提升。此外,中金给予公司目标价4.80港元,招银国际维持买入评级,多家机构认为上行空间显著,对市场情绪形成支撑。

中广核矿业有限公司是一家主要从事天然铀贸易业务的公司,通过天然铀贸易、物业投资及其他投资三个分部运营业务。

(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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