就在稀土还没撕完的时候，中国又关上了一扇更要命的门：浓缩铀

Group 1 - The trade conflict between China and the US is intensifying, particularly in the areas of rare earths and enriched uranium, with significant implications for energy security [1][3] - China's exports of enriched uranium to the US have dropped significantly, with a decrease of over 60% in the first five months of the year compared to the same period last year, amounting to only $11.85 million [1][5] - The US nuclear power industry, which currently supplies 18% of the nation's electricity, plans to quadruple its capacity by 2050, but faces critical fuel supply challenges [4][8] Group 2 - The US has banned uranium imports from Russia and plans to completely halt these imports by 2028, which has led to a sharp decline in enriched uranium exports from China [5][9] - The only domestic enrichment facility in the US is foreign-owned, and the country has lost its self-sufficiency in uranium production since the end of the Cold War [4][7] - China's nuclear power capacity is rapidly increasing, with 57 operational reactors and plans to raise the nuclear share of its energy mix from 2.11% in 2013 to 10% by 2035 [9][10] Group 3 - The global uranium market is experiencing a supply-demand gap, with prices rebounding to $79 per pound for spot uranium and $80 per pound for long-term contracts [8][10] - The strategic competition between the US and China in uranium and rare earths is not just a trade issue but also a matter of national energy security [8][12] - Companies like China National Nuclear Corporation are expected to benefit from rising uranium prices, with potential profit doubling from 2025 to 2027 [10]