中广核矿业(01164)盘中涨超4%,截至发稿,股价上涨3.07%,现报1.68港元,成交额4840.20万港元。
招银国际此前表示,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。该行判断未来10年天然铀需求将受惠于核电结构性增长趋势,同时在铀矿供应受限的背景下,铀价将在未来数年保持高企。该行表示,公司通过和哈原工(KAP)两家合营公司持有四个位于哈萨克的低成本铀矿,将受惠于铀价上升的长期趋势。
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