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...
Source Link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...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.