智通财经APP获悉，中广核矿业(01164)涨超3%，截至发稿，涨2.72%，报1.89港元，成交额3568.77万港元。
国证国际发布研报指出，2024第三季度公司天然铀产量共692.6吨铀，计划完成率97.2%，其中谢公司的谢矿生产95吨铀，计划完成率99.4%，伊矿生产133.9吨铀，计划完成率101.6%；奥公司的中矿生产431.6吨铀，计划完成率94.9%，伊矿生产32.2吨铀，计划完成率105.3%。公司的海外铀矿生产稳健，预计全年产量可按生产计划完成。
招银国际表示，2023年谢公司和奥公司旗下四个矿山开采平均成本价分别为每磅17-27美元，在全球范围而言处于偏低水平。该行续指，该行预计中广核矿业今年净利润同比下跌11%至4.4亿港元，主要由于1H24所得税支出同比大幅增加2.8倍至2.1亿港元，原因是哈萨克斯坦政府收紧税收政策口径，因此公司于1H24一次性补交过去几年的分红预提税。预计2025/26年净利润将回复增长态势，分别上升52%/63%。盈利敏感度方面，推算2025年铀现货价每上升1%，中广核矿业净利润将会上升0.7%。
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