金吾财讯 | 中广核矿业(01164)午后维持高位，截至发稿，涨9.15%，报1.79港元，成交额2.08亿港元。公司已成功完成换股收购，旗下11.26%Fission公司股权目前已转换为 Paladin2.61%的股权。此次交易后，Fission已从多伦多证券交易所退市，Paladin的股票现已在多伦多证券交易所交易，扩大了中广核矿业对铀矿项目的投资。这一战略举措反映了中广核矿业不断努力加强其在天然铀领域的地位。国信证券近日研报指出，我国商运核电机组数量达到56台，总装机5821.8万千瓦，位列全球第三；核准常态化，在建及核准待建机组达到46台，总装机5547.1万千瓦，在建规模全球第一，未来增长确定性较强。核电作为基荷电源在电力系统的作用日益显著，绿色价值得到认可，全球发展核电的信心显著增强，装机规划大幅提高，同时小堆、四代堆等新型核电技术得到广泛关注，有望进一步打开核电发展空间。装机和发电量增长对冲电价下行压力，预计核电公司盈利仍将维持稳定。
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