智通财经APP获悉，中广核矿业(01164)午后涨超6%。截至发稿，涨5.21%，报2.12港元，成交额1.70亿港元。
消息面上，近日，瑞典最大电力企业瓦滕法尔集团宣布，已选定英国罗尔斯—罗伊斯公司在瑞典西海岸建造3座小型模块化反应堆，总装机容量约1410兆瓦，年发电量约120亿千瓦时，约占瑞典全国年用电量8%。首台预计于2035年左右投运。这是瑞典40多年来首个新建核电项目，标志着核电建设正式重启。
国泰海通证券发布研报称，受益于核电建设提速和上游矿产供应紧张，天然铀价格持续上行。中广核矿业作为背靠核电企业的天然铀生产和贸易企业，有望充分享受天然铀价格上行，公司2026年长协基准价格调整，全年业绩增长可期。
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