智通财经APP获悉，中广核矿业(01164)涨超6%，截至发稿，涨6.05%，报2.19港元，成交额8824.12万港元。
消息面上，长贸价格持续创新高，印证产业需求景气度抬升。8月以来，UxC天然铀长贸价格持续上行至96.5 美元/磅，月环比上涨1.0 美元/磅。华西证券称，供给方面，全球铀矿新增产能释放刚性依旧，资本开支与地质勘探周期长达数年，行业边际供应弹性严重受限。需求方面，长协市场交投中枢与溢价持续走阔，下游公用事业与科技巨头的刚性锁量诉求持续强化。在伦敦世界核协会年度研讨会后，全球长期供需缺口预期进一步发酵，部分头部生产商新签长期合约价格中枢已达120美元/磅水平；与此同时，北美及欧洲大型科技企业加速绑定核电容量以满足AI数据中心对零碳、稳定基载电力的庞大需求。
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