中广核矿业(01164)跌近4%，截至发稿，跌3.77%，报1.53港元，成交额4922.12万港元。

消息面上，中广核矿业近期公布2024年业绩，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%。主要归因于分红预提税计提追溯和Fission终止经营损失。中泰国际指，如果剔除上述两项因素，实质盈利同比增长约29%至6.4亿港元。事实上，主要由于售价上升，反映铀矿业务的所占合营及联营企业盈利同比大幅上涨71.5%至10.2 亿港元。

中泰国际指出，短中期上，中广核矿业面对两项主要挑战：(一)2023至2025年，公司根据项目权益占比将全部自产铀矿产品向母公司中广核集团销售，并按照以下机制定价：销售价格=(40%*基价)+(60%*现货指数)。2025年后的定价机制仍未公布，这将重大影响公司铀矿业务的未来利润；(二)2024年全球铀矿供应量同比增长约7%(约4,000tU)至59,000tU，缓解供应压力。未来两三年供应量也有望持续增加。

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