华泰证券研究报告指，中广核矿业(01164.HK) 与母公司中国铀业发展签订2026至28年三年期天然铀买卖协议，其中基准价格及年递增系数均高于该行和市场预期。该行继续看好全球核能复兴共振，加上销售协议落地，带动公司盈利及估值，维持“买入”评级，分别上调2026至27年归母净利润15%及10%，目标价由1.88元升至2.43元。
报告指，协议内容反映了公司收入基本盘的增长动能，以及行业和公司对未来几年全球天然铀供需加速趋紧的积极判断。另外，现货价格在定价公式中的占比上升，令公司更受惠于现货市场的潜在上升趋势。(ss/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-04 16:25。)
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