金吾财讯 | 核电股集体上扬，截至发稿，中核国际(02302)涨6.99%，中广核矿业(01164)涨3.93%，中广核电力(01816)涨1.30%，中广核新能源(01811)涨1.15%。中银国际发布研报称，由于公用事业公司签约在即以及长期的供需缺口，维持对天然铀行业的乐观看法。近期的催化剂包括更积极的政府政策、美国和中国的反应堆新项目批准、以及进一步的签约活动。首选标的仍是估值吸引、铀价敞口高的哈原工(哈萨克斯坦国家原子能工业公司)。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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