建银国际发表研究报告指，中广核矿业(01164.HK) 在新框架下，2026和27年的基本固定价格将大幅上调，每磅分别为94.22和98.1美元，按年升42%和4%。该行将集团期内平均售价分别上调5%及9%，又预计集团整体贸易利润将有所改善，其贸易业务的毛利将于今年扭亏为盈，2026年及27年分别按年增长25%及7%。
报告提到，由于产量下降、现货铀价下跌及原材料供应紧张带来成本压力等风险，预期公司今年的投资收入将按年下降26%。展望2026及27年，Ortalyk项目产量增加、全球供应紧张导致铀价回升、及透过提升硫酸自给率以缓解成本压力，预料投资收入将分别按年上升44%及18%。
该行分别将集团今明两年的盈测下调27%和6%，目标价由1.8元上调至2.65元，重申“跑赢大市”评级。(sl/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-13 12:25。)
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