中广核矿业New pricing formula for off-take agree

招银国际
04 Jun

一、新定价机制的重大变化CGN Mining(1164HK)宣布了2026-2028年与母公司之间的新的铀供应协议定价机制。新机制下,固定价格比例从目前的40%下降到30%,但2026年的固定价格定为94.22美元/磅,比当前机制下的固定价格高出许多,并且每年递增4.1%。更重要的是,这一价格比Cameco发布的最新行业合同价高出约18%。分析师认为这一定价机制对市场而言是一个巨大的惊喜,同时消除...

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