港股移動 | 中廣核礦業(1164.HK)漲6.67% 2021年純利提升15% 天然鈾貿易額同比大增35%
格隆匯3月30日丨中廣核礦業(1164.HK)漲6.67%,報0.8港元,總市值54億港元。該公司3月25日發佈業績,截至2021年12月31日,公司營業額為38.60億港元,同比增長34.84%;公司擁有人應占年內溢利為1.78億港元,同比增長15%。2021年,集團實現天然鈾貿易額38.56億港元,較2020年增加35%,其中來自謝公司(謝米茲拜伊鈾合夥企業)及奧公司(奧爾塔雷克公司)銷售額為6.11億港元,來自中廣核國際銷售公司的銷售額為32.45億港元。截至2021年12月31日,集團持有天然鈾2,617噸鈾,加權平均成本約33美元/磅,持有已簽訂但尚未執行的合同鎖定貿易毛利約3億港元,較2020年底增長12%。國家能源局3月29日印發《2022年能源工作指導意見》,意見提到,有序推進水電核電重大工程建設。面對趨緊的天然鈾供需關係,中廣核礦業不斷提升的供給優勢便得以體現。2021年,公司收購了哈薩克斯坦奧爾塔雷克公司49%股權,奧公司旗下擁有在產鈾礦中門庫杜克鈾礦,及在建鈾礦扎爾巴克鈾礦,總資源量約4萬噸鈾。

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