中广核矿业:完成全年铀矿生产计划 铀价长期复苏趋势不改

中金公司
22 Mar

2024 年业绩低于我们预期公司公布2024 年业绩:实现营业收入86.2 亿港元,同比+17%;来自持续性业务的利润5.3 亿港元,同比+8%,归母净利润3.4 亿港元,同比-31%,归母净利润低于我们预期,主要受到已终止业务盈利低于预期影响。总体来看:价格方面,2024 年公司自产贸易平均销售价格为75.0 美元/磅,平均销售成本为80.8 美元/磅。产销方面,2024 年公司的权益天然铀产量...

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