中银国际发表报告，更新中广核矿业(01154.HK)2026年盈利预测，基于新的铀价及定价程式假设，并上调对该股目标价，由2.1元升至2.4元，相当于预测2026年市盈率10倍，评级“买入”。该行重申中广核矿业为今年行业首选股。
该行指，转化铀及浓缩铀成本自2022年以来急升，情况在美俄去年5月及11月分别制裁对方浓缩铀而加剧。为部分地抵销俄罗斯供应，估计将产生2,240吨额外铀需求。此外，美国公用事业因为去年合约预订不足，以及明年及以后因数据中心强劲电力需求导致的高于预期需求，今年或需补库存。在美国新政府厘清进口关税后，有关因素将提振铀价至超越2007年高峰。(fc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-21 12:25。)
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