港股中核国际午后拉升飙涨170% 机构分析天然铀长牛可期

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May 26
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  5月26日消息,港股中核国际午后持续拉升,涨幅超170%。截止发稿,股价报4.83港元,总市值23.63亿港元。

  消息面上,消息面上,美国总统特朗普此前签署4项行政命令推动美国核能产业改革,包括扩大美国核能规模、核能产业链、缩短核电项目审批周期等。

  浙商证券指,作为核电燃料,天然铀将显著受益此次远期核电需求预期增长,且天然铀供需偏紧格局或将进一步强化,天然铀长牛可期。

  据悉,中核国际为作为中核集团旗下唯一海外铀资源运作平台。2024年财报显示,公司扩大铀贸易规模,全年销售约577万磅天然铀,总收入达18.41亿港元,同比大幅增长217%。全年净利润为1.95亿港元,同比增长83.4%。

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