智通财经APP获悉，中广核矿业(01164)盘中涨超5%，截至发稿，涨4.19%，报1.74港元，成交额5606.27万港元。
消息面上，1月1日，加拿大铀生产商Cameco旗下位于哈萨克斯坦的Inkai矿山暂停生产活动，暂停是“由于延迟提交所需文件”。此外，根据同花顺数据，12月全球铀实际市场价格为60.22美元/公吨，行至近15年高位。
华西证券指出，综合来看，根据目前的供需格局，天然铀需求与一次供应之间的缺口在中长期仍然存在。伴随着在产项目产能利用率的提升及产量的衰减期的到来，一次供应缺口的补足将依赖于复产项目的落地以及新项目投产的进度。但新建项目建设的延迟和复产项目进度不及预期均导致铀行业供需格局偏紧。
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