智通财经APP获悉，中广核矿业(01164)涨超6%，截至发稿，涨6.16%，报1.55港元，成交额4833.2万港元。
消息面上，中广核矿业公布，2025年第一季，旗下投资的矿山共生产天然铀659.1tU，本季度计划完成率110.7%。截至3月31日，集团持有天然铀1262tU(约328万磅U3O8)，加权平均成本为每磅71.37美元U3O8；已签订但尚未交付的天然铀销售量3679tU(约956万磅U3O8)，加权平均售价为每磅81.88美元。
浙商证券此前指出，天然铀现货价格近半年持续低迷，展望后市，不确定性终将消除，短期因贸易情绪所致的价格低迷终将伴随情绪回归理性而逐步修复至长协价格附近水准。全球核电复苏的大趋势并未改变，天然铀市场供需趋紧的格局也并未缓解，现货铀价底部已现，拨云见日或可期待。
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