Group 1 - The "Guo Uranium No. 1" technology is set to expand internationally, targeting regions such as Central Asia and Africa, driven by the rapid growth of global nuclear energy and a significant increase in uranium resource demand [1] - The geographical distribution of global uranium resources is highly uneven, with proven reserves concentrated in a few countries, primarily Australia, Kazakhstan, and Canada, which together account for over 50% of the global total [3] - The chairman of China Uranium Industry Co., Ltd., Yuan Xu, highlighted that countries like Australia, Canada, Kazakhstan, Russia, Namibia, and Niger have rich uranium resources, while the demand and supply of nuclear energy are unevenly distributed among countries like the US, China, and France [5] Group 2 - The concentrated distribution of natural uranium significantly impacts the global uranium market's supply-demand balance, price trends, and national energy security strategies. China's nuclear power capacity is currently the largest in the world, with domestic natural uranium demand expected to triple over the next 15 years [7] - According to the World Nuclear Association, global natural uranium demand is projected to rise to 204,600 tons (tU) by 2040, indicating a vast market potential and promising outlook for the uranium sector [9] - China Uranium Industry Co., Ltd. ranks among the top ten in global natural uranium production capacity and holds a controlling stake in the Rossing uranium mine in Namibia, which is the sixth-largest uranium mine globally and the second-largest open-pit uranium mine [11]
全球铀资源需求旺盛 中国铀业加速出海