创新“深”态丨中国铀业：以科技创新引领天然铀产业高质量发展

Core Viewpoint - Natural uranium is a crucial strategic resource and energy mineral, essential for nuclear energy development and national energy security. The recent listing of China Uranium on the Shenzhen Stock Exchange marks a significant integration of the natural uranium industry with the capital market, supporting high-quality development in the nuclear industry and enhancing capital support for energy security [1][2]. Group 1: Company Overview - China Uranium has focused on the development of natural uranium and the comprehensive utilization of radioactive co-associated mineral resources, aiming to transition from a follower to a leader in the industry through technological innovation [2][4]. - The company has developed the "Guo Uranium No. 1" complete uranium extraction technology, establishing the first domestic single-unit thousand-ton uranium mine base, significantly enhancing the utilization of complex sandstone-type uranium resources [2][3]. Group 2: Technological Advancements - The company has created a modern production model characterized by "green, remote control, intelligent analysis, and high quality and efficiency," introducing a "digital in-situ leaching visualization efficient uranium extraction" system that revolutionizes traditional leaching methods [3][4]. - China Uranium has made significant advancements in core technologies, including multi-layer mineral collaborative mining and the development of a third-generation in-situ leaching technology for complex sandstone uranium mines, addressing critical technical challenges [4][7]. Group 3: Financial Performance - The company has shown strong financial performance, with projected revenues of 105.35 billion, 148.01 billion, and 172.79 billion yuan for 2022, 2023, and 2024 respectively, reflecting a compound annual growth rate of 28.07%. Net profits are expected to reach 16 billion to 16.5 billion yuan in the current year, indicating a year-on-year increase of 9.70% to 13.13% [5][6]. Group 4: Strategic Initiatives - The IPO proceeds will focus on capacity expansion, resource utilization, and working capital, aligning with national strategies for energy security and clean energy development [6][7]. - Key projects include the in-situ leaching uranium extraction engineering at various uranium mines, which will significantly enhance domestic uranium production capacity and reduce reliance on foreign sources [6][7]. Group 5: Future Outlook - China Uranium aims to establish itself as a world-class enterprise, focusing on technology, green initiatives, digitalization, and safety, while ensuring a stable supply of natural uranium for nuclear power development [6][7]. - The company is positioned to lead the global natural uranium industry, leveraging capital market support and technological innovation to contribute to national energy security and the achievement of carbon neutrality goals [7].