智通财经APP获悉，中广核矿业(01164)早盘涨超4%，截至发稿，涨2.79%，报3.68港元，成交额1.7亿港元。
消息面上，当地时间周一，美国政府宣布将向Centrus Energy公司及另外两家核燃料制造商各拨款9亿美元(合计拨款约27亿美元)，此举旨在重启国内核燃料生产，并逐步摆脱对俄罗斯浓缩铀的依赖。此外，铀期货价格近期突破每磅82美元，创下2024年年中以来的最高水平。
国金证券发布研报称，供给端，铀一次供应在矿山复产带动下短期回升，中长期一次供应能力面临持续衰减；二次供应中短期难形成有效增量。需求端看，核电装机在能源安全、清洁能源转型及AI电力需求推动下稳步增长，全球天然铀供需缺口仍将持续存在。供给偏紧预期下铀长协价持续上行。
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