智通财经APP获悉，中广核矿业(01164)盘中跌近7%，截至发稿，跌4.08%，报1.88港元，成交额1.69亿港元。
海通国际指出，受供给宽松预期影响，8、9月铀现货价格震荡下行。截至2024年9月，全球铀实际市场价格为64.63美元/磅，环比上个月下滑1.0%，同比去年同期增长21.5%，年初至今跌幅为19.6%。
该行指出，供应端恢复存在变数叠加美联储降息周期，预计铀价将持续企稳回升。供应端短期内的改善给现货价格带来下行压力，但供应端的恢复仍存在变数。后续伴随美联储可能开启的降息周期，天然铀市场获得更多关注，或将驱动现货需求逐步回升，现货价格或将震荡上行。
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