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向祖国报告丨“国铀一号”示范工程调试运行进行时 持续充盈“核电粮仓”
Yang Guang Wang· 2025-10-07 01:06
央广网北京10月7日消息(记者王泽华)据中央广播电视总台中国之声《新闻和报纸摘要》报道, 这个国庆假期,我国规模最大的天然铀产能项目——中核集团"国铀一号"示范工程持续推进调试运行工 作,为后续项目达产奠定基础。 在内蒙古鄂尔多斯,我国规模最大的天然铀产能项目"国铀一号"示范工程生产现场,自7月份"第一 桶铀"成功生产下线后,项目持续推进调试运行工作。中核内蒙古矿业"国铀一号"示范工程钻孔工程组 组长任保安介绍,国庆假期,他需要紧盯控制室大屏幕,确保各个工序的平稳运行,为今年冬季工程的 稳定运行做好准备。 任保安:日常的检修、维修,设备设施保暖、应急保障等,都要在入冬前做完。我们还在针对示范 工程的具体情况调整系统参数,进一步提高开采效率、降低采矿成本,为后续项目达产奠定基础。 天然铀,是从铀矿石中直接提取的混合物,包括多种铀的同位素,其中铀-235是一种可发生核裂变 链式反应的铀的同位素,是核电站的重要燃料。中核集团中国铀业股份有限公司总工程师苏学斌介 绍,"国铀一号"示范工程是70年来我国铀矿采冶技术三次迭代升级、创新发展的智慧结晶,是典型的绿 色智慧矿山。 中核内蒙古矿业"国铀一号"示范工程副总指挥李光 ...
助力核电“粮仓”持续充盈
Ren Min Wang· 2025-09-13 03:45
Core Insights - The article highlights significant breakthroughs in uranium mining and resource development in China during the 14th Five-Year Plan period, including the discovery of two large uranium mines and the establishment of five major uranium mining bases [1][3] - The "Guo Uranium No. 1" demonstration project in Ordos, Inner Mongolia, has successfully produced its first barrel of uranium, marking a new phase in the development of uranium resources that emphasizes green, safe, and efficient practices [1][3] Industry Overview - Natural uranium is a strategic resource and energy mineral, essential for nuclear power, with uranium mining being a critical foundation for the nuclear industry [3] - The focus of uranium resource exploration in China has shifted from southern hard rock to northern sandstone, leading to the discovery of several large uranium deposits, particularly in the Ordos Basin, which is now the richest uranium resource base in the country [3][4] Technological Advancements - The "Guo Uranium No. 1" project has developed a complete set of uranium extraction technologies, transforming previously dormant uranium resources into valuable assets and achieving significant progress in domestic uranium resource development [4][6] - Traditional uranium extraction methods have been replaced by in-situ leaching techniques, which involve injecting chemical agents into the ground to dissolve uranium, significantly improving safety and efficiency [4][5] Research and Development - Chinese researchers have made systematic and original achievements in in-situ leaching theory, key technologies, and equipment materials, addressing global challenges in complex uranium mining [6][7] - Innovations include the use of carbon dioxide and oxygen for uranium leaching, which enhances safety and environmental sustainability, and the development of a "digital well construction" process that improves drilling precision and reduces construction time [6][7] Future Outlook - China's demand for natural uranium is expected to triple in the next 15 years, necessitating the development and promotion of advanced domestic uranium extraction technologies [8] - The "Guo Uranium No. 1" project is set to expand its advanced technologies to other uranium resource areas in China and potentially internationally, contributing to global uranium mining efforts [8]
助力核电“粮仓”持续充盈(瞰前沿)
Ren Min Wang· 2025-09-12 22:07
Core Viewpoint - The article highlights significant advancements in China's uranium resource development, particularly through the "Guo Uranium No. 1" demonstration project, which marks a new phase of green, safe, and efficient uranium resource extraction [2][11]. Group 1: Uranium Resource Development - During the 14th Five-Year Plan, China achieved major breakthroughs in oil, gas, and uranium mining, discovering two large-scale uranium deposits and establishing five major uranium mining bases [2]. - The "Guo Uranium No. 1" project in Ordos, Inner Mongolia, successfully produced its "first barrel of uranium," indicating a shift towards advanced and sustainable uranium resource development [2][11]. Group 2: Technological Innovations - The project employs in-situ leaching technology, which involves injecting chemical agents into the ground to dissolve uranium, addressing the challenges posed by the complex geological conditions of the Ordos basin [6][8]. - Innovations include the use of carbon dioxide and oxygen for uranium leaching, which enhances safety and environmental sustainability while improving extraction efficiency [8][10]. - The development of a "digital well construction" process has significantly improved drilling precision and reduced construction time from four years to one year [8][10]. Group 3: Strategic Importance - The demand for natural uranium in China is projected to triple over the next 15 years, necessitating the development of domestic uranium resources to meet strategic energy needs [11]. - The "Guo Uranium No. 1" project is expected to enhance China's uranium production capacity and competitiveness in the global market, with plans to expand its technology to other regions [11].
自主研发的“国铀一号”成套采铀技术让“呆矿”变“宝藏” 助力核电“粮仓”持续充盈(瞰前沿)
Ren Min Ri Bao· 2025-09-12 21:57
Core Insights - The Chinese government has made significant breakthroughs in uranium mining during the 14th Five-Year Plan, discovering two large uranium mines and establishing a solid resource base for uranium security [1][2] - The "Guo Uranium No. 1" demonstration project in Ordos, Inner Mongolia, has successfully produced its first barrel of uranium, marking a new phase in the green, safe, and efficient development of uranium resources in China [1][2] Industry Overview - Natural uranium is a strategic resource and energy mineral, essential for nuclear power, which is considered the "granary" of nuclear energy [2] - The focus of uranium exploration in China has shifted from southern hard rock to northern sandstone, with the Ordos Basin identified as the richest uranium resource area [2][3] Technological Advancements - The "Guo Uranium No. 1" project has developed a complete set of indigenous uranium extraction technologies, transforming previously dormant uranium resources into valuable assets [2][5] - Traditional uranium extraction methods are inefficient and unsafe, particularly for loose, water-saturated sandstone deposits. The new in-situ leaching method involves injecting chemical agents underground to dissolve uranium, which is then brought to the surface [3][5] Challenges in Uranium Mining - The complexity of the geological and hydrological conditions in the Ordos Basin poses significant challenges for uranium extraction [2][3] - Issues such as the dilution of chemical agents and the difficulty in accurately targeting uranium deposits complicate the extraction process [3][4] Innovations in Extraction Techniques - The development of environmentally friendly leaching methods using carbon dioxide and oxygen has improved the safety and efficiency of uranium extraction [5][6] - The introduction of digital well construction technology has enhanced drilling precision, significantly reducing construction time from four years to one year [6] - New techniques for uranium concentration have increased production capacity from hundreds of tons to thousands of tons [6][7] Strategic Importance - China's nuclear power capacity is the largest in the world, and domestic uranium demand is expected to triple in the next 15 years, necessitating the development of advanced extraction technologies [7][8] - The "Guo Uranium No. 1" project is set to expand its technology to other uranium-rich regions in China, contributing to a significant increase in domestic uranium production [7][8]
特写丨监督一盘棋 护航大工程
Zhong Yang Ji Wei Guo Jia Jian Wei Wang Zhan· 2025-07-21 00:24
Core Viewpoint - The "Guo Uranium No. 1" demonstration project is a significant national initiative for natural uranium production capacity, currently in a critical construction phase with active supervision to ensure timely and safe completion of the first product [2][3]. Group 1: Project Overview - The "Guo Uranium No. 1" demonstration project is a major natural uranium production capacity construction project planned by the state [2]. - The project is currently in a crucial phase, with the supervisory team focusing on the completion of annual work tasks and the rectification of identified issues [2][3]. Group 2: Supervision and Coordination - A joint supervision team was formed to conduct on-site inspections and discussions regarding the project's challenges and to facilitate solutions [2][4]. - The project has seen the deployment of over 120 drilling rigs to meet production needs, addressing previous equipment shortages [3]. Group 3: Progress and Challenges - The project has successfully completed the integration of water treatment equipment and the entire process flow, ensuring the first product can be delivered on schedule [3]. - Previous inspections identified significant issues that have since been rectified, with a focus on accountability and timely resolution of problems [3][4]. Group 4: Safety and Accountability - The supervisory team emphasized the importance of establishing a rectification ledger, clarifying responsibilities, and ensuring timely completion of safety issue resolutions [4]. - The collaborative supervision model is seen as an effective way to address the complexities of multi-party oversight in large-scale construction projects [4].
关键矿产竞赛已响枪,“国铀一号”炼成,中国铀盾锁死能源命脉
Sou Hu Cai Jing· 2025-07-16 14:46
Core Viewpoint - The successful production of the first batch of yellowcake uranium concentrate by China National Nuclear Corporation (CNNC) marks a significant milestone in China's nuclear industry, breaking the bottleneck in uranium mining and increasing the domestic uranium self-sufficiency rate to over 70% [1][18]. Industry Overview - Uranium is the core fuel for nuclear power generation, directly impacting national energy security and strategic defense capabilities [4]. - The global distribution of uranium resources is uneven, with Australia, Kazakhstan, Canada, and Russia holding over 60% of the world's uranium reserves [6]. - China has been identified as one of the largest uranium resource reserve countries, with its discovered uranium resources accounting for 3% of the global total [6]. Current Challenges - Despite having significant uranium reserves, China has been heavily reliant on imports, with over 83% of its uranium needs met through foreign sources by 2018 [7]. - The global demand for uranium is projected to increase from 60,000 tons in 2021 to 110,000 tons by 2040, while production levels have remained stagnant [8]. Technological Advancements - The CNNC's "Guo Uranium No. 1" demonstration project utilizes innovative in-situ leaching technology, which allows for efficient extraction of uranium from previously deemed unviable deposits [11][12]. - The new technology has improved uranium extraction efficiency by 100%, with resource recovery rates increasing from 65% to 85% [14]. Strategic Implications - The advancements in uranium extraction technology not only enhance China's energy security but also bolster its defense capabilities, supporting the operation of nuclear submarines and other military applications [18]. - The project is expected to set a new benchmark for uranium mining globally, particularly as CNNC plans to export this technology to countries along the Belt and Road Initiative [18].
中国首桶自采铀出炉,能源安全再添重码
Sou Hu Cai Jing· 2025-07-14 14:55
Core Viewpoint - The successful launch of the "Guoyu No. 1" demonstration project marks a significant breakthrough in China's uranium production capabilities, potentially transforming the global uranium resource competition landscape [1][4][14] Group 1: Project Overview - The "Guoyu No. 1" project achieved its first barrel of natural uranium within one year, setting a record for the fastest construction of a natural uranium production project in China [4] - The project utilizes innovative CO₂+O₂ leaching technology, which revolutionizes traditional mining methods and minimizes environmental impact [5][7] Group 2: Strategic Importance - Uranium resources are critical for nuclear power generation and national energy security, with China previously facing a high dependency on uranium imports, reaching 83% [4][9] - The project aims to double China's natural uranium production capacity within three years, with a target of over 70% self-sufficiency in uranium resources by 2028 [9] Group 3: Technological Advancements - The new leaching technology allows for the extraction of uranium from low-grade deposits, significantly enhancing the economic viability of previously unexploitable resources [7][12] - The project incorporates a smart remote control center, improving efficiency by 40% and reducing labor costs by half [7] Group 4: Global Impact - The project positions China as a potential leader in uranium resource development, shifting from a resource-importing nation to a technology-exporting one [12][14] - The global uranium market, historically dominated by a few countries, may see a shift in dynamics as China begins to influence pricing and resource allocation [9][14] Group 5: Environmental and Social Benefits - The new technology reduces pollutant emissions by over 90% and contributes to carbon neutrality goals by consuming 30,000 tons of CO₂ annually [10] - Increased uranium production is expected to lower nuclear power costs, potentially making electricity more affordable and reducing the cost of medical isotopes by up to 70% [12]
国元证券晨会纪要-20250714
Guoyuan Securities2· 2025-07-14 01:45
Key Points - The report highlights that the U.S. tariff revenue has exceeded 100 billion for the first time this fiscal year, with a year-on-year increase of 301% [4] - The report mentions that the U.S. Senate Armed Services Committee has approved 500 million in aid to Ukraine [4] - The report notes that the EU Commission President Ursula von der Leyen has extended the suspension of countermeasures against U.S. tariffs until early August [4] - Canada has postponed its plans to impose retaliatory tariffs on U.S. aluminum and steel [4] - The report indicates that China's natural uranium production has achieved a breakthrough with the successful production of its first uranium [4] - It is projected that during the 14th Five-Year Plan period, China's automobile export scale may reach its peak [4] - The report states that the new housing market in first-tier cities is becoming increasingly active [4] - Meituan's instant retail order volume has reached a new high [4] - Elon Musk's xAI is planning a new round of financing, with a target valuation soaring to 200 billion [4] Economic Data - The Baltic Dry Index closed at 1663.00, up 13.52% [5] - CME Bitcoin futures closed at 118,140.00, up 3.75% [5] - ICE Brent crude oil closed at 70.63, up 2.90% [5] - The London gold spot price closed at 3354.75, up 0.95% [5] - The U.S. dollar index closed at 97.87, up 0.29% [5] - The Hang Seng Index closed at 24139.57, up 0.46% [5] - The Shanghai Composite Index closed at 3510.18, up 0.01% [5]
重大突破!新能源,两大利好!
券商中国· 2025-07-13 23:25
Group 1: Electric Vehicles in the UK - The UK government plans to introduce new incentives to promote electric vehicle sales, including up to £700 million (approximately $948 million) in subsidies to reduce the cost for buyers [2][5] - The UK aims to phase out the sale of petrol and diesel cars by 2030 and hybrid cars by 2035, with a significant investment of £630 million to build charging stations across the country [6] - In the first half of 2025, UK electric vehicle sales increased by 34.6%, reaching 224,800 units, indicating a strong market growth [7][8] Group 2: Nuclear Energy Developments in China - China National Nuclear Corporation (CNNC) announced the successful production of the first barrel of uranium from the "National Uranium No. 1" demonstration project, marking a breakthrough in domestic uranium production [10] - The "National Uranium No. 1" project utilizes innovative in-situ leaching technology, which is more environmentally friendly and cost-effective compared to traditional mining methods [10] - The global nuclear energy sector is experiencing a revival, with China leading in the number of operational and under-construction nuclear power units, indicating a strategic resurgence in the nuclear industry [11][12] Group 3: Investment Opportunities in Nuclear Energy - Analysts suggest that the nuclear energy sector is entering a phase of investment value reassessment, with increasing global focus on nuclear power as a stable and clean energy source [12][13] - The nuclear power industry is expected to play a crucial role in energy transition and carbon neutrality efforts, with significant demand for uranium and related technologies [12][13]
中核能崛起:“国铀一号” 如何改写全球格局
Sou Hu Cai Jing· 2025-07-13 01:28
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]