10月7日盘中，中广核矿业上涨5.46%，报2.22港元，成交额338.84万港元。消息面上，谷歌母公司Alphabet同意向星座能源购买核电，推动新增890兆瓦反应堆容量，市场将此举解读为科技巨头AI基础设施资本支出叙事的延续，商业核电板块被重新定价。
此前，天然铀长贸价格在8月持续上行至96.5美元/磅并创历史新高，印证产业需求景气度抬升。华西证券指出，全球铀矿新增产能释放刚性，资本开支与地质勘探周期长达数年，行业边际供应弹性严重受限。中广核矿业作为背靠核电企业的天然铀生产和贸易企业，有望充分享受价格上行。
中广核矿业有限公司主要从事天然铀贸易业务，通过天然铀贸易、物业投资及其他投资三个分部运营。
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