Core Points - China's nuclear energy technology has achieved a significant breakthrough with the "Guo Uranium No. 1" project, marking a shift in the global nuclear energy landscape [2][7] - The project utilizes innovative carbon dioxide-oxygen leaching technology, which reduces environmental pollution by over 90% and lowers costs by 40% [3][4] - "Guo Uranium No. 1" has set three world records in terms of production capacity, construction standards, and speed, enhancing China's self-sufficiency in nuclear fuel [3][5] Industry Overview - The project is expected to meet over half of China's domestic natural uranium demand in the next 15 years, which will exceed the current global natural uranium production [4] - The technology developed in "Guo Uranium No. 1" is attracting attention from other uranium resource countries, potentially reshaping the global uranium resource map [4][5] - China's nuclear power industry has evolved from relying on foreign technology to developing its own third-generation nuclear technology, "Hualong One," with a high domestic equipment localization rate [5][6] Competitive Landscape - In contrast, Western countries like France and the U.S. face significant challenges in their nuclear energy projects, including delays and cost overruns, highlighting China's advantages in policy continuity and efficient project management [6] - China's nuclear energy sector is actively expanding into global markets, with plans to build over 30 nuclear power units in countries along the Belt and Road Initiative [6][7] - The success of "Guo Uranium No. 1" signifies China's transition from a follower to a leader in nuclear energy technology, showcasing its industrial capabilities [7]