2024年11月1日,核燃料和相关产品贸易商中广核矿业(01164.HK)盘中股价出现大幅下挫,一度下跌7.65%,引起市场广泛关注。
公开数据显示,受供给宽松预期影响,8月和9月,全球铀实际市场价格均出现下滑,分别环比下跌1%和0.5%。截至9月底,铀现货价格为64.63美元/磅,同比去年同期上涨21.5%,但年初至今累计跌幅高达19.6%。
作为核心业务为铀贸易的中广核矿业,其盈利能力与铀价紧密相关。铀价持续疲软直接影响了公司业绩预期,造成投资者对公司前景的信心下滑,从而引发该股被大批抛售。同时,在早盘该股出现了资金流出1672万港元的情况,加剧了股价的下行压力。
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