中广核矿业(01164)今日盘中大涨5.03%,股价表现引发了市场广泛关注。从公司基本面来看,中广核矿业第三季度旗下参股公司共生产692.6吨铀,计划完成率达97.2%,产量符合预期。
不过,导致该股今日大涨的主要原因或来自消息面。俄罗斯政府11月15日宣布,将实施向美国出口浓缩铀的临时限制措施,以回应美国禁止进口俄罗斯铀产品。分析人士指出,由于俄罗斯是全球最大天然铀出口国之一,限制出口浓缩铀必将进一步加剧中长期天然铀供需缺口。在此背景下,天然铀价格中枢有望上行,从而利好核电上游资源开采企业如中广核矿业的盈利前景。
另一方面,随着人工智能等新兴应用场景的快速发展,未来对于稳定电力供给的需求将进一步增加。业内人士认为,这可能会推动核电行业迎来新一轮发展周期。因此,市场对中广核矿业等核燃料供应商的未来需求及长期发展前景抱有较高期待,从而助推股价今日走高。
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