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港股異動 | 中廣核礦業(1164.HK)大漲超8% 鈾價大幅上漲礦業公司業績穩增
格隆匯 04-08 12:49
格隆匯4月8日丨中廣核礦業(1164.HK)午間收漲8.64%,報0.88港元,暫成交1598萬港元,最新市值60億港元。美國眾議院通過了禁止美國從俄羅斯進口石油、天然氣和煤炭的法案,並送交總統拜登簽署。此外有消息稱,歐盟將禁止每年從俄羅斯進口價值40億歐元的煤炭,或將迅速對從俄羅斯進口天然氣和煤炭採取行動。有分析指出,英國近日發佈新能源戰略,計劃十年內建設八座新核反應堆;歐洲將逐步降低對俄羅斯化石燃料依賴,或將利好核電、鈾礦等。中廣核礦業作為中廣核海外鈾資源開發與貿易的唯一平台,或將受益。此外據悉,在中廣核礦業的2021年度業績發佈會上,公司表示,中廣核礦業的國際貿易分為國際市場和國內市場。歐洲市場的銷售佔比34%,僅僅是限於國際貿易部分。目前為止,交易沒有受俄烏局勢的影響下滑,而俄烏局勢提升了能源和大宗商品的價格,天然鈾的價格也大幅上漲。不管從短期還是長期來看,我們都認為鈾價開啟了復甦週期。由於我們同時開展投資鈾礦和天然鈾貿易,投資收益和貿易利潤可以平抑現貨價格的波動,而保證礦業公司業績利潤的穩健增長。

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