智通财经APP获悉，中广核矿业(01164)尾盘涨超5%，截至发稿，涨4.72%，报4.44港元，成交额2.36亿港元。
长江证券发布研报称，在核电建设加速、全球天然铀需求抬头的背景下，天然铀有望形成明确的供需错配，展望来看，需求释放加速叠加脆弱的天然铀供给，预计一次供需的硬缺口在未来将持续走阔。在一次供需缺口确定性扩大的背景下，战略补库及金融投机等二次需求的释放将成为驱动价格上行的关键边际力量。
华泰证券则表示，中广核矿业于2025年8月19日通过的2026-2028年三年期天然铀买卖协议已经生效。新三年期买卖协议的落地意味着公司是现货铀价上涨最具弹性的铀矿标的之一，且公司旗下优质海外矿山供给能力稳定，有望在铀价上行周期兑现业绩弹性。
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