智通财经APP获悉，中广核矿业(01164)再跌超4%，截至发稿，跌3.23%，报1.5港元，成交额1934.43万港元。
消息面上，中广核矿业近日公布业绩，全年持续性业务营业额为约86.24亿港元，同比增长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%。主要系分红预提税计提追溯和Fission终止经营损失导致。招银国际指出，考虑到未来15%的股息预扣税和近期铀价的回落，该行将2025E/26E价格假设下调18%/16%至每磅75/83美元，盈利预测分别下调28%/35%。
华泰证券指出，短期天然铀价格大幅上涨动能缺失，但中长期仍看好供需缺口催化铀价上行趋势。该行指，天然铀现货具备较强金融属性，价格快速下跌或因美俄浓缩铀禁令实际影响甚微、特朗普上台后国际冲突预期缓和、以及铀矿重启供需边际缓和带来市场观望情绪所致，而长协铀价的坚挺更体现出行业底层供需紧张矛盾仍然存在。
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