近期,Centrus Energy Corp.(LEU.US)股价出现大涨,18日盘中最高上涨6.18%。公司作为全球主要的核燃料供应商之一,受益于美国政府大力推动核能发展以及减少对俄罗斯核燃料的依赖的利好政策。
据悉,美国政府近期与Centrus Energy及3家其他公司签订了总值达27亿美元的高浓缩铀(HALEU)供应合同。HALEU是新一代小型模块化反应堆所需的核燃料,目前唯一的供应地是俄罗斯。该项合同有利于Centrus Energy在未来获得长期稳定的订单和收入,推动业务发展。
与此同时,人工智能、大数据等新兴技术的快速发展带来了对稳定清洁电力的需求增长,推动了核能发电需求的上升。作为核心供应商,Centrus Energy将从中获益。此外,俄罗斯禁运令以及其他主要供应国提高税收导致供应紧缺,将推高公司产品价格并获得更高的市场需求和溢价空间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.