中广核矿业(01164)早盘一度涨超5%,截至发稿,股价上涨1.68%,现报1.83港元,成交额4377.44万港元。
招银国际表示,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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