自主研发的“国铀一号”成套采铀技术让“呆矿”变“宝藏” 助力核电“粮仓”持续充盈（瞰前沿）

Core Insights - The Chinese government has made significant breakthroughs in uranium mining during the 14th Five-Year Plan, discovering two large uranium mines and establishing a solid resource base for uranium security [1][2] - The "Guo Uranium No. 1" demonstration project in Ordos, Inner Mongolia, has successfully produced its first barrel of uranium, marking a new phase in the green, safe, and efficient development of uranium resources in China [1][2] Industry Overview - Natural uranium is a strategic resource and energy mineral, essential for nuclear power, which is considered the "granary" of nuclear energy [2] - The focus of uranium exploration in China has shifted from southern hard rock to northern sandstone, with the Ordos Basin identified as the richest uranium resource area [2][3] Technological Advancements - The "Guo Uranium No. 1" project has developed a complete set of indigenous uranium extraction technologies, transforming previously dormant uranium resources into valuable assets [2][5] - Traditional uranium extraction methods are inefficient and unsafe, particularly for loose, water-saturated sandstone deposits. The new in-situ leaching method involves injecting chemical agents underground to dissolve uranium, which is then brought to the surface [3][5] Challenges in Uranium Mining - The complexity of the geological and hydrological conditions in the Ordos Basin poses significant challenges for uranium extraction [2][3] - Issues such as the dilution of chemical agents and the difficulty in accurately targeting uranium deposits complicate the extraction process [3][4] Innovations in Extraction Techniques - The development of environmentally friendly leaching methods using carbon dioxide and oxygen has improved the safety and efficiency of uranium extraction [5][6] - The introduction of digital well construction technology has enhanced drilling precision, significantly reducing construction time from four years to one year [6] - New techniques for uranium concentration have increased production capacity from hundreds of tons to thousands of tons [6][7] Strategic Importance - China's nuclear power capacity is the largest in the world, and domestic uranium demand is expected to triple in the next 15 years, necessitating the development of advanced extraction technologies [7][8] - The "Guo Uranium No. 1" project is set to expand its technology to other uranium-rich regions in China, contributing to a significant increase in domestic uranium production [7][8]