智通财经APP获悉，中广核矿业(01164)再涨超11%，截至发稿，涨9.04%，报5.55港元，成交额2.84亿港元。
消息面上，世界核能协会发布《世界核电展望报告》，指出若各国政府实现其新建核电目标，到2050年全球核电装机容量有望达到1446吉瓦，远超《核电容量三倍增长宣言》中设定的1200吉瓦目标。华源证券发布研报称，在AI用电需求刚性上行的背景下，核电与铀正从“可选能源”升级为“战略必需品”，其长期定价权、现金流稳定性与资本吸引力有望系统性抬升。
值得注意的是，铀价上升至91美元的接近两年高位。中泰国际表示，美元转弱加上美军在中东演习引发商品价格上涨。虽然中广核矿业的全部矿铀产品向母公司出售，但是定价与市价挂钩。公司因此可受惠于全球核电需求增加而导致铀价上升的正面因素。
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