金吾财讯 | 招银国际研报指，中广核矿业(01164)发盈警指1H25净亏损在4,000-9,000万港币之间，符合该机构7月份的7,000万亏损预期。亏损的主要原因是 (1) 国际铀贸易业务的一次性负毛利率，以及 (2) 1H25铀现货价格下跌影响合资公司（采矿业务）的利润。该机构认为这次公告将为市场扫除不确定性因素，而任何短期内的潜在回调视将提供理想的入场机会，主要由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。该机构维持“买入”评级，基于净现值的目标价为2.42 港元。
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