中广核矿业(01164)今日盘中大涨5.39%,引起了市场关注。
数据显示,核能原料铀的供给出现阶段性紧缺情况。1月1日,加拿大铀生产商Cameco旗下位于哈萨克斯坦的Inkai矿山暂停生产活动,构成铀矿供给的拖累。与此同时,为保障能源稳定供应,人工智能科技公司正在推动小型核反应堆(SMR)快速发展,从而为铀矿带来新的需求增长点。
分析师指出,天然铀在未来十年的需求将受惠于整体核电市场的结构性增长趋势。在供给受限的背景下,铀价料将在未来数年维持高位水平。作为一家低成本铀矿供应商,中广核矿业有望充分获益于铀价上涨的长期趋势。
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