智通财经APP获悉，中广核矿业(01164)再涨超7%，截至发稿，涨7.44%，报4.62港元，成交额2.29亿港元。
消息面上，1月20日，实物天然铀信托SPUT提交初步简式招股书，拟于25个月内不定期发行最多20亿美元的可转让、不可赎回信托份额，每年现货市场实物铀采购量不超过900万磅。国联民生证券发布研报称，发行金额对应采购量约占天然铀需求的12.4%-15.9%，二次需求持续增长。
该行指出，天然铀一次、二次需求加速释放，在产矿山提产速度不及预期、供给刚性仍存，叠加地缘政治因素催化短期补库需求，铀价有望持续走强。标的方面，铀矿开采及贸易企业有望受益铀价上涨，推荐中广核矿业。
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