港股异动 | 中广核矿业(01164)跌超3% 预期中广核国际销售公司于上半年的毛利将受到较大负面影响

智通财经
Jul 08, 2025

智通财经APP获悉,中广核矿业(01164)跌超3%,截至发稿,跌2.82%,报2.41港元,成交额1.03亿港元。

消息面上,7月7日,中广核矿业发布公告,由于天然铀国际贸易合约受标的市场价格大幅波动的影响,于2025年1至6月(该期间),本集团旗下中广核国际铀产品销售有限公司(中广核国际销售公司)的天然铀销售业务中的平均单位销售成本介乎68-74美元╱磅U3 O8 ,而所交付合同的平均单位销售价格介乎58-61美元╱磅U3 O8 ,因此本集团预期中广核国际销售公司于该期间的毛利将受到较大负面影响。上述资料仅为董事会对目前可得资料进行的初步评估,目前可得资料未经本公司核数师审阅,或会出现进一步变动。

董事会强调,上述经营波动主要源于会计记账方式为加权平均成本法,导致该期间账面存货加权平均成本高于当期执行的销售合同售价。中广核国际销售公司采取两端锁定贸易方式,业务端利润稳定。此外,本集团旗下投资的位于哈萨克斯坦的四座铀矿于该期间销售经营亦保持稳定。

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