智通财经APP讯，杰瑞股份(002353.SZ)公告，公司拟通过全资子公司杰瑞中东公司与杰瑞股份副总裁李 伟斌先生共同投资，于阿联酋迪拜成立控股子公司，开展小型模块化反应堆(SMR)相关业务的经营活 动。该控股子公司注册资本拟为1000万阿联酋迪拉姆(约合1,907.10万元人民币)，其中杰瑞中东公司以 货币方式出资940万阿联酋迪拉姆，占注册资本的94%;李伟斌先生以货币方式出资60万阿联酋迪拉姆， 占注册资本的6%。 ...

Group 1 - The energy transition is driving a demand inflection point, with limited new uranium supply due to low capital expenditure over the past decade, leading to a tight balance in natural uranium supply and demand [1] - Nuclear power plays a crucial role in energy transition and carbon neutrality, providing stable clean energy and supporting the recovery of the nuclear industry, with a new wave of nuclear power construction expected globally [1] - Countries like China, the US, France, and Japan are advancing nuclear power projects, which will likely increase uranium demand, while the long-term low uranium prices and limited new mining supply create a favorable environment for price increases [2] Group 2 - China General Nuclear Power Corporation (CGN) reported a production of 659.1 tons of natural uranium in Q1 2025, with a completion rate of 110.7%, and holds 1,262 tons of natural uranium with an average cost of $71.37 per pound [3] - CGN's international sales company expects a significant negative impact on gross profit due to fluctuations in market prices, with average sales costs between $68-$74 per pound and average sales prices between $58-$61 per pound for the first half of 2025 [3] - China Nuclear International, the overseas uranium resource platform of China National Nuclear Corporation, reported a significant increase in uranium trade, with sales of approximately 577,000 pounds and total revenue of HKD 1.841 billion, a year-on-year increase of 217% [3]