金吾财讯 | 中广核矿业(01164)震荡走强，截至发稿，涨3.86%，报3.5港元，成交额1.09亿港元。消息面上，招银国际研究报告指，考虑到核能发电对铀的强劲需求，以及新矿场投产带来的供应不确定性，该行对铀价保持建设性看法，上调2026及27年现货铀价预测各9%，至每磅90美元及93美元。加上与母企新签订的供应协议，该行将中广核矿业2026及27年的盈利预测上调介乎9%至11%，预期26年公司盈利将增长235%，因25年基数较低；27年亦可增长19%。该行将目标价由2.42港元升至3.67港元，重申“买入”评级，并预期供应紧张将持续推动铀价复苏，可推升股价。
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