2025年上半年，全国非油气矿产勘查投入资金69.93亿元，同比增长23.9%，保持了快速增长势头，同比 增幅持续扩大。 今年上半年，全国重要矿种找矿取得重大突破，非油气矿产勘查投入继续增长。 自然资源部新一轮找矿突破战略行动办公室今天（10日）介绍，今年上半年，全国新发现矿产地38处， 同比增长31%。 其中大中型25处。重要矿种找矿取得重大突破。自然资源部地质勘查管理司有关负责人介绍，在黑龙江 省发现全省首个特大型铀矿；在河北省兴隆县，新增铷资源量337万吨，达到特大型规模，进一步巩固 我国铷矿优势地位。 此外，在河北省隆化县，新增钴资源量2.7万吨，达到大型规模；在贵州省松桃县，新增锰资源量2285 万吨，达到大型规模；在新疆维吾尔自治区特克斯县，新增金资源量81吨，累计查明近百吨，达到超大 型规模。 "截至目前，绝大多数矿种已提前完成'十四五'找矿目标任务。"该负责人说。 与此同时，今年上半年全国非油气矿产勘查投入继续增长。自然资源部初步统计数据显示，2025年上半 年，全国非油气矿产勘查投入资金69.93亿元，同比增长23.9%，保持了快速增长势头，同比增幅持续扩 大。 矿产资源是经济社会发展的重要 ...

核电站是维系全球电力的重要组成部分，而铀矿作为核电的主要原材料，其重要性不言而喻，中美印三国作为全球领先的人口大国，对于电力的需求量也十 分可观，对于铀矿的需求也不小。 在这样的情况下，三国的铀矿年产量也备受关注，印度400吨，美317吨，中国铀矿年产量又达到了什么水平呢？ 作为全球核电第一大国，美国核电站供应着全球30%的核能电力，却陷入结构性困境，2024年其本土铀矿产量仅为317吨，而实际年消耗量高达1.9万吨， 98%依赖进口，这个核电巨人暴露了它在铀矿领域的深层危机。 上世纪80年代，美国政府撤资导致铀工业体系瓦解，如今全美仅存一家浓缩厂，27%的浓缩铀仍需从俄罗斯进口，西屋电气的内部报告指出，即便所有规划 铀矿项目满负荷运转，产能仍不足需求量的35%，新建核反应堆面临无米下炊的窘境。 技术突围的尝试同样步履维艰，美国能源部押注钍基核燃料，实验室数据显示其能量密度可达铀的200倍，但商业化进程至少需要十年周期，远水解不了近 渴。 而美国每年大约40%的铀原料从加拿大进口，对加拿大铀矿加征10%关税的政策，反而推高了本土核电成本，暴露出战略层面的矛盾。 资源禀赋的先天不足进一步制约发展，美国经济可采铀 ...

玻利维亚鲁里公路 中国铁建国际集团承建的玻利维亚鲁里公路位于玻利维亚西北部贝尼省，总长508.07公里。作为玻利维 亚西北线北部出口通道的一部分，公路建成后将为该国农业、林业、牧业以及旅游业等产业提供运输支 撑。项目地处亚马孙雨林和玻利维亚文化保护区域，中国铁建将绿色低碳的环保理念融入项目建设全过 程，最大程度地保护了道路沿线的自然和生态环境。项目团队通过修建动物通道、迁移植物、设置珍稀 植物信息牌等方式，与当地共同保护动植物栖息地，为众多生物的繁衍生息保留一方净土。 作为一名鲁里公路的建设者，我见证了项目对环保的重视。从规划、设计之初，保护生态环境的理念便 根植于每位员工心中，落实到项目建设的各个环节之中。中国企业不仅积极推动基础设施建设，还致力 于在亚马孙雨林建设人与自然和谐共生的美丽家园。 ——中核集团罗辛铀业公共关系部主管菲卡梅尼·马蒂亚斯 孟加拉国科克斯巴扎尔风电项目 ——中国铁建玻利维亚鲁里公路项目现场工程师费尔南多·瓦纳库尼 巴基斯坦萨希瓦尔电站 巴基斯坦萨希瓦尔电站位于巴基斯坦旁遮普省首府拉合尔西南约120公里，是中巴经济走廊优先实施项 目之一。电站由中国华能集团有限公司投资建设，将绿色环保理 ...

根据周四在首都尼亚美发布的内阁会议纪要，军政府指控奥拉诺公司违反股东协议，开采的铀矿超过了 其在当地一家附属公司63.4%的持股比例。军政府还批评该公司停止运营、遣返法国员工，并暗示可能 出售其资产。 尼日尔军政府控制了奥拉诺公司（Orano SA）的铀矿，加剧了与这家法国核电公司的对峙。 会议纪要称，矿山国有化将使其实现"更健康、更可持续的管理"，并确保尼日尔从其矿产资源中获得更 多收益。 ...

原标题：砂岩型铀矿找矿有了新"钥匙" 科技日报讯 （记者陈瑜）铀是核工业发展的"粮食"。近年来，我国新增铀矿资源量主要来自北方 砂岩型铀矿。记者近日获悉，中核集团首席科学家、核工业北京地质研究院李子颖研究员带领科研团 队，提出了一种全新的砂岩铀成矿理论——"渗出砂岩铀成矿理论"，有望成为我国"铀粮库"从盆地边缘 向盆地中间、从浅部向深部、从灰色沉积砂岩向红色沉积砂岩拓展的新钥匙。 按含矿的岩石类型划分，我国铀资源主要有四大类型，即砂岩型、花岗岩型、火山岩型和碳硅泥岩 型。其中，我国北方多为砂岩型铀矿，南方多为硬岩型铀矿。 按照传统理论，找矿的目标层位多位于灰色砂岩层，找矿空间多集中于盆地边缘，深度主要在浅 部。然而，传统砂岩铀成矿理论在指导、解释红杂色沉积砂岩层中铀成矿作用时，存在一定的局限性。 红色砂岩中铀成矿机理不清？盆地中间和深部能否成矿？带着疑问，李子颖和团队基于扎实的国内 外研究资料，对二连盆地白垩系红色建造中典型哈达图砂岩铀矿床进行了系统研究和解剖，创建了深部 富铀富有机质流体"渗出"砂岩铀成矿理论：即深部含有机物的流体携带铀，在深部压力和较高温度等驱 动下，沿断裂等通道渗出至浅部砂岩层中，因为温 ...

Market Overview - The A-share market experienced fluctuations today, with the Shanghai Composite Index down by 0.05%, Shenzhen Component down by 0.41%, and ChiNext down by 0.80% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.01 trillion yuan, a decrease of 145.6 billion yuan compared to last Friday [1] - A total of 3,797 stocks rose while 1,432 stocks fell, with a median increase of 0.81% in stock prices, indicating a slight recovery in market sentiment after two consecutive trading days of over 4,000 stocks declining [1] Technical Analysis - The Shanghai Composite Index broke below the low point from May 19, leading to further adjustments today [2] - The index has fallen below the 5-day and 10-day moving averages, with the MACD indicator showing a bearish crossover [2] - Key support levels to watch include the 20-day moving average and a small platform on the 30-minute chart; if these levels fail to hold, further downward adjustments may occur [2][3] Sector Performance - The nuclear power and controllable nuclear fusion sectors were the biggest highlights today, with over 20 stocks hitting the daily limit or rising more than 10% [4] - In Hong Kong, China National Nuclear Power surged by 186.5%, reaching a 10-year high, following U.S. President Trump's signing of executive orders to initiate the construction of 10 large nuclear power plants by 2030 [4] - Goldman Sachs reported a structural shortage in the uranium market, predicting a significant gap of 130 million pounds by 2040 due to increasing demand for nuclear power [4][5] New Economy Trends - The IP economy sector saw significant gains, with stocks like Yuanwanggu and Laishen Tongling hitting the daily limit [6] - New consumption companies such as Wei Long and Bubble Mart have shown strong stock performance this year, contributing to a rise in A-share new consumption stocks [7] Automotive Sector - The automotive sector faced declines, with BYD down nearly 6% and other major automakers experiencing similar drops [7] - A price war initiated by regional price cuts has negatively impacted the stock performance of automotive companies, with a notable decline in the automotive sector index exceeding 10% in recent trading days [8][9] Currency and Economic Policy - The Central Huijin Investment Company emphasized its role in managing state-owned financial capital and supporting the real economy [10] - The Chinese yuan appreciated against the U.S. dollar, reaching a six-month high, which may enhance the attractiveness of Chinese assets to foreign investors [10] Summary - The market is currently in a phase of reduced trading volume and adjustments, with a focus on key support levels for the Shanghai Composite Index [11]

Group 1 - China Nuclear International experienced a significant stock surge, rising over 180% at one point, and closing at 4.05 HKD, up 127.5% [1] - China Nuclear International is a member of China National Nuclear Corporation and serves as its only overseas uranium resource operation platform, actively seeking and expanding overseas uranium resource business [1] - The nuclear power sector in A-shares is also performing strongly, with multiple companies reaching their daily price limits and others seeing gains of over 10% [3] Group 2 - U.S. President Trump signed a series of executive orders aimed at launching the construction of 10 large nuclear power plants by 2030 and quadrupling U.S. nuclear power capacity by 2050, setting a new approval timeline for nuclear regulatory commissions [3] - Goldman Sachs reported that the nuclear power sector is entering a golden decade, with the uranium market facing a structural shortage due to aging mines and long production cycles for new projects [3] - The average stock price increase for over 30 nuclear power concept stocks in A-shares is 8.03% year-to-date, with some stocks like Guoguang Electric seeing a rise of 116.29% [3] Group 3 - The controllable nuclear fusion concept sector is active due to recent technological breakthroughs, creating market enthusiasm and attracting significant investment [4] - The Chinese government's dual carbon goals and strong support for clean energy have created a favorable policy environment for the development of controllable nuclear fusion [4] - International research collaboration is advancing, increasing industry interest and investment inflow, contributing to the sector's growth [4]

Core Viewpoint - The U.S. Department of the Interior is expediting the environmental permitting process for Anfield Energy's Velvet-Wood uranium mining project in Utah to support President Trump's efforts to increase domestic energy production [1] Group 1: Project Details - The environmental review for the Velvet-Wood uranium project will be completed within 14 days, a significant reduction from the typical multi-year timeframe for such assessments due to potential environmental impacts [1] - Anfield Energy is the company behind the Velvet-Wood uranium mining project, indicating a focus on uranium extraction in the U.S. [1] Group 2: Government Response - The expedited review is part of a broader response to what the Interior Secretary Doug Burgum describes as an "energy emergency" facing the U.S. due to previous administration's climate policies [1] - The current administration aims to address energy supply concerns swiftly and effectively, reflecting a shift in energy policy priorities [1]