智通财经APP获悉，中广核矿业(01164)涨超4%，截至发稿，涨4.07%，报2.3港元，成交额8108.57万港元。
消息面上，近日，中广核矿业发布公告，2025年第二季度，本集团旗下投资的矿山共生产天然铀695.6tU，本季度计划完成率110.3%。招银国际认为，随着铀现货价格自5月以来回升，预计合资公司的利润将在2H25反弹。
业绩方面，招银国际预测中广核矿业在1H25将录得约6,800万元人民币净亏损，原因包括国际铀贸易业务的一次性负毛利率，以及1H25铀现货价格下跌影响合资公司(采矿业务)的利润。因此，该行将2025年盈利预测大幅下调47%至2.6亿元人民币，以反映1H25的潜在疲弱业绩。尽管如此，该行认为该影响是一次性的，并预计贸易业务的利润率将在2H25转正。
展望未来，鉴于中广核矿业已经与母公司签订承销协议，新定价机制中合同价格将从2026年开始大幅上涨，将推动盈利强劲增长，因此，该行把1H25业绩公布后(8月份)的潜在回调视为入场机会。
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