核电股集体走高 中核国际大涨超20% 中广核矿业涨超5%

Core Viewpoint - Nuclear power stocks have seen a significant rise, driven by strong demand for uranium and supply constraints from major producers [1] Group 1: Market Performance - As of the latest report, China National Nuclear Power (02302) increased by 20.37% to HKD 6.5, while China General Nuclear Power (01164) rose by 5.34% to HKD 3.55 [1] - The Sprott Physical Uranium Trust (SPUT) has successfully raised funds in 18 out of the last 22 trading days, achieving the highest fundraising levels since 2021-22, with over USD 300 million raised since September 1 [1] Group 2: Price Trends - The spot uranium price increased from USD 76.03 to USD 83 during September, reflecting a strong upward trend [1] - Year-to-date, both spot and futures uranium prices have risen by approximately 5% [1] Group 3: Supply and Demand Dynamics - Major uranium producers like Kazatomprom and Cameco are reducing output, creating supply bottlenecks amid rising demand driven by nuclear energy revival and AI-related electricity needs [1] - The upcoming fourth quarter is historically a peak procurement season, with expectations that nuclear power operators will begin purchasing uranium [1]