Group 1 - The core viewpoint is that the "de-Russification" policies in Europe and the United States are creating restructuring opportunities in the nuclear power industry, particularly in the demand for enrichment services [1][2]. - The global supply of enriched uranium is highly concentrated, and the geopolitical restructuring is leading to structural opportunities, with non-Russian suppliers like Urenco and Orano experiencing increased orders and prices [2][3]. - The commercialization of Small Modular Reactors (SMRs) and the increase in enrichment concentration are expected to significantly boost the demand for Separative Work Units (SWU), with HALEU requiring substantially more SWU compared to conventional LEU [3][4]. Group 2 - The U.S. government is accelerating the reconstruction of its domestic uranium supply chain through various legislative and administrative measures, with Centrus positioned as a key beneficiary due to its capabilities in HALEU production [4]. - The Inflation Reduction Act of 2022 allocated $700 million to support HALEU supply plans, and an additional $2.7 billion is earmarked for expanding LEU and HALEU production capacity in 2024 [4]. - Centrus has received multiple contracts from the Department of Energy (DOE) and is restarting centrifuge manufacturing, aligning closely with U.S. policy directions for nuclear fuel self-sufficiency [4].