今日盘中,中广核矿业(01164)大涨5.06%,引发市场关注。
事实上,主因与全球主要铀生产商Cameco旗下哈萨克斯坦Inkai合资企业突发停产事件有关。由于未获政府延期授权,该铀矿将于1月1日暂停生产。这引发了市场对天然铀供应收紧的预期,国际铀价或将上行。
业内人士指出,在核电发展预期下,铀矿供应缺口将进一步扩大。作为上游铀资源开发公司,中广核矿业等有望受益于铀价上涨,业绩有望获得提振。市场投资者对其长期发展前景充满信心,因此中广核矿业股价出现大涨。
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