Group 1 - Energy Fuels Inc. announced significant production increases at its Pinyon Plain uranium mine in Arizona, with 230,661 pounds of U3O8 mined in June 2025, leading to a total production of 638,700 pounds for Q2 2025 [1][2] - The company sold 50,000 pounds of U3O8 at an average price of $77.00 per pound in the second quarter [1][2] - Future sales projections include 140,000 pounds of U3O8 in Q3 2025 and 160,000 pounds in Q4 2025, all from existing utility long-term contracts, with expectations of selling between 620,000 to 880,000 pounds in 2026 [1][2] Group 2 - The Nasdaq index reached a new high during the week of June 30 to July 4, 2025, while the Hang Seng Tech Index fell by 2.3% [2] - Energy Fuels Inc. saw an 11% increase in stock price following the release of its June production data, outperforming several other companies in the market [2] - The overall market sentiment was influenced by strong employment data and the passage of the "One Big Beautiful Bill," which positively affected cryptocurrency assets and related markets [4]

证券研究报告 海外 行业定期报告 hyzqdatemark 2025 年 06 月 23 日 板块表现： 美军下场伊朗，局势重大拐点莫怀侥幸 投资评级： 无 ——海外科技周报（25/6/16-25/6/20） 投资要点： 请务必仔细阅读正文之后的评级说明和重要声明 证券分析师 海外 AI：本周 Sprott 旗下实物铀信托（SPUT）宣布增发融资，总额达 2 亿美元。SPUT 有望自去年 11 月以来 首次恢复采购实物铀，三季度铀现货价格有望回暖。此次 SPUT 宣布 2 亿美元的增发融资，并明确资金将用于 购买实物铀（包括铀精矿和六氟化铀），意味着其自 2024 年 11 月以来有望首次重启现货采购。这标志着在沉 寂超过半年的背景下，SPUT 可能再次成为现货铀市场的关键买盘力量。我们按照现货价格 75 美元/磅 U3O8 计 算，2 亿美元可以采购约 1200 吨 U3O8（约 270 万磅 U3O8），根据 UxC 数据，2024 年全年现货成交量为 15731tU， 我们按照 1tU 对应 1.18tU3O8 计算，2024 年全年现货成交量约为 18560tU3O8，意味着 2 亿美元可以在现货市 ...