智通财经APP获悉，中广核矿业(01164)跌超3%，截至发稿，跌2.45%，报1.59港元，成交额2444.66万港元。
消息面上，近日，中广核矿业公布2024年业绩，持续性业务营业额为约86.24亿港元，同增长17.18%；公司拥有人应占本年度溢利约3.42亿港元，同比减少31.2%；每股盈利4.5港仙，拟派发末期股息每股普通股0.7港仙。公告称，营业额增长主要原因是中广核国际销售公司把握天然铀市场活跃时机，全年销售量增加。溢利减少主要原因是所得税费用上升和终止经营的损失。
中金发布研报称，2024年至今，受到采购商观望情绪、铀矿供给释放等因素影响，天然铀现货价格有所回调，2025年2月天然铀现货价格达到65美元/磅的近一年低位。该行认为，当前天然铀现货相比长贸的折价已经达到了-15美元/磅的历史低位，考虑到高成本项目支撑和采购需求修复，现货价有望向长贸价格回归。该行认为，需求端微软、谷歌等海外科技巨头加大对于核电的布局，供给端哈萨克斯坦铀矿在2028年开始逐步进入减产、退役高峰期，支撑铀价长期向好趋势不改。
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