中广核矿业(01164)今日盘中大涨7.83%,成交额高达6876.35万港元,引发市场关注。
消息面上,俄罗斯政府上周五(11月15日)宣布,将暂时限制向美国出口浓缩铀,旨在反制美国之前的禁止进口俄罗斯铀的措施。据了解,俄罗斯是全球最大的铀供应国,拥有全球约44%的铀浓缩能力,美国约35%的核燃料进口来自俄罗斯。因此,俄方此举或将加剧全球铀供应短缺。
在业内人士看来,俄罗斯的出口限制措施可能会进一步推动铀价上涨。中广核矿业作为中国最大核电集团中广核集团下属的唯一海外铀资源开发投融资平台,在核电复苏周期带动下的天然铀供需趋紧局面中,有望凭借优质的海外铀矿资源继续获益。因此,市场对其长期发展前景抱有较高的预期,从而推升其股价出现明显上涨。
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