智通财经APP获悉，中广核矿业(01164)午后跌超5%，截至发稿，跌4.88%，报1.56港元，成交额5885.36万港元。
中泰国际指出，多家美国科技公司(例如微软、亚马逊)宣布参与核能项目，以应付数据中心等大量电力需求。核能发展长远有望支持核能资源/设备行业，当中有利推动长远铀价。中国铀矿商可从中间接受惠。可是核能发展相对上需时，火电及燃气发电却可满足短中期需求。此外预计特朗普上任美国总统后将推动美国本土油气等传统能源生产，变相降低核能行业的短期吸引力。
招银国际指出，中广核矿业合资参股哈萨克的低成本铀矿。展望未来，哈萨克把矿山资源税(MET)上调、预计硫酸供应将仍然偏紧，预计2025/26年矿山单位生产成本将上升12%/9%。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。预期2026年盈利较2023年翻倍。
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