Huatai Securities raised the target price of CGN MINING to 2.43 yuan, maintaining a "Buy" rating
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係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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