北京时间2024年10月20日夜盘,Energy Fuels Inc(UUUU.us)股价大涨9.36%,引发市场关注。作为美国主要的铀矿开采和铀精矿生产商,该股价大涨背后折射出全球对核能增长潜力的乐观预期。
近年来,随着全球能源转型向清洁能源迈进,核电作为重要的清洁能源来源备受看好。多家机构预计,未来数年全球核电装机容量将不断扩张,核燃料需求持续走高。然而,受限于铀矿供应增速较慢,供给出现紧缺的格局已然显现,推动铀价持续上涨。
作为美国两大主要铀生产中心及多个获批铀矿项目的拥有者,Energy Fuels Inc储备资源丰富。公司财务数据良好,营收和毛利保持高水平,获得多数分析师对其长期发展前景的看好。在核电需求增长预期的利好下,外加铀矿商品价格上涨带来的获利预期,大量买盘涌入该股,最终推动Energy Fuels Inc股价大涨。
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