中广核矿业盘中涨超7% 两大铀供应商下调2026年产量指引

Core Insights - The nuclear power industry chain in China is experiencing significant breakthroughs, with new projects in Shandong and Zhejiang marking the full-scale launch of construction [1][4] - China National Uranium's IPO strengthens upstream resource security, while the international fusion cooperation project BEST is initiated, accelerating the layout of cutting-edge technologies [1][4] - China's nuclear power approvals have consistently exceeded 10 units annually for four consecutive years, indicating sustained high investment and a new development phase across the entire industry chain from equipment to resource and technological innovation [1][4] Industry Updates - Cameco's recent 6-K filing indicates a revised uranium concentrate production forecast for the McArthur River/Key Lake project, now expected to be between 14 million to 15 million pounds, down from the previous estimate of 18 million pounds [1][4] - The world's largest uranium producer, Cameco, plans to reduce production by approximately 10% by 2026, stating there is no need to return to full production capacity [1][4] - The downward revision of production guidance by two major uranium suppliers suggests a tightening supply outlook, which may provide support for uranium prices [1][4]