智通财经APP获悉，中广核矿业(01164)再跌超4%，截至发稿，跌3.33%，报1.45港元，成交额3409.57万港元。
消息面上，美国总统特朗普表示希望和中俄探讨核裁军。华源证券指出，市场可能在担忧大规模的核裁军导致核武器所用的浓缩铀经过稀释转化为低浓缩铀，成为核电燃料，影响天然铀的供给，进而导致近期铀价下跌。该行认为市场可能反应过激。当前全球政治格局下，再次出现大规模核裁军的可能性较低，且铀矿供需格局变化的趋势不会改变，中长期天然铀依旧短缺。
华西证券则指出，根据同花顺数据，1月全球铀实际市场价格为58.96美元/公吨，行至近15年高位。哈原工宣布旗下Inkai铀矿从2025年1月1日起停产，但已于1月27日宣布复产，对全球一次铀供给冲击有限。综合来看，行业的供需格局对铀价形成的支撑仍然保持乐观的态势。
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