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港股異動丨中廣核礦業升超7% 股價較年內低點已反彈超88%
格隆匯 07-24 16:01
中廣核礦業(1164.HK)今日盤中一度升7.21%至2.23港元,股價較4月9日盤中創下的年內低點1.183港元已反彈超88%。中廣核礦業昨日晚間公吿,2025年第二季度,集團旗下投資的礦山共生產天然鈾695.6tU,本季度計劃完成率110.3%。其中,集團持股49%哈薩克斯坦合營企業謝米茲拜伊鈾有限責任合夥企業生產天然鈾196.2tU;而另一持股49%哈薩克斯坦聯營公司礦業公司奧爾塔雷克有限責任合夥企業生產天然鈾499.4tU。建銀國際曾發研報指,中廣核礦業在新框架下,2026和27年的基本固定價格將大幅上調,每磅分別為94.22和98.1美元,按年升42%和4%。該行將集團期內平均售價分別上調5%及9%,又預計集團整體貿易利潤將有所改善,其貿易業務的毛利將於今年扭虧為盈,2026年及27年分別按年增長25%及7%。該行將其目標價由1.8港元上調至2.65港元,重申“跑贏大市”評級。(格隆匯)

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