《大行》華泰證券升中廣核礦業(01164.HK)目標價至2.43元 維持「買入」評級
華泰證券研究報告指,中廣核礦業(01164.HK)與母公司中國鈾業發展簽訂2026至28年三年期天然鈾買賣協議,其中基準價格及年遞增系數均高於該行和市場預期。該行繼續看好全球核能復興共振,加上銷售協議落地,帶動公司盈利及估值,維持「買入」評級,分別上調2026至27年歸母淨利潤15%及10%,目標價由1.88元升至2.43元。
報告指,協議內容反映了公司收入基本盤的增長動能,以及行業和公司對未來幾年全球天然鈾供需加速趨緊的積極判斷。另外,現貨價格在定價公式中的佔比上升,令公司更受惠於現貨市場的潛在上升趨勢。
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