中广核矿业:全球核电复苏下的铀资源核心资产 新长协定价机制抬升业绩预期

华源证券
11 Jul

背靠中广核集团,全球资源布局领先,具备长期成长潜力。中广核矿业是东亚唯一的纯铀业上市公司,作为中广核集团旗下海外铀资源开发与投融资的唯一平台,承担着保障国家核燃料安全的重要使命。截至2024 年底,公司参股哈萨克斯坦四座铀矿,权益资源量合计约3.4 万吨U,主要采用原地浸出法,开采成本低于全球平均水平,具备长期稳定供矿与成本优势。中广核集团持股超56%,为公司提供稳定的下游消纳与项目协同平台。未来...

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