中广核矿业早盘涨超4% 机构预计铀供需缺口将持续

新浪港股06-21

中广核矿业（01164）早盘上涨4.02%，现报2.85港元，成交额2084.30万港元。　　民生证券指出，受2011年日本福岛核泄漏事故影响全球核电行业发展放缓，导致铀需求减少，铀价进入下跌区间，部分大型铀矿项目均开始减产、停产，全球铀产量呈现下行趋势，铀供需也呈现明显缺口。随着核电装机意愿开始回暖，铀需求开始回升，但老矿山复产以及新增项目投产速度较慢，预计供需缺口将持续，铀价有望持续上行。 ...

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