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港股異動 | 中廣核礦業(1164.HK)高開近12% 鈾價飆升 升至2014年以來的最高水平
格隆匯 09-13 09:26
格隆匯9月13日丨中廣核礦業(1164.HK)大幅高開近12%,報1.04港元,本月累計漲幅超44%,股價創逾六年新高,總市值69億港元。用於核電的重要燃料鈾,其價格從長達十年之久的低迷中迎來反轉,鈾價近日已升至2014年以來的最高水平。據世界核協會數據,預計鈾需求將從今年的約1.62億磅攀升至2030年的2.06億磅,甚至在2040年進一步攀升至2.92億磅。與此同時,由於缺乏對新礦山的投資,預計鈾供應量到2025年將下降15%,到2030年將下降50%。中廣核礦業是中國第一、全球第三大的核電集團中國廣核集團下屬的上市子公司,是亞太地區唯一純鈾業上市公司。

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