中广核矿业20240508

Summary of Conference Call Transcript Industry or Company Involved - The discussion revolves around the nuclear power industry and its supply chain dynamics, particularly focusing on production capacity and demand. Core Points and Arguments - The potential increase in production capacity is estimated to reach approximately 70,000 tons, although there remains a gap between this capacity and the demand from the nuclear power sector [1] - The largest incremental supply is expected to come from by-products in Kazakhstan and Canada, especially during periods when natural oil prices were relatively low [1] Other Important but Possibly Overlooked Content - The overall incremental supply from other sources is considered to be relatively small compared to the contributions from Kazakhstan and Canada [1]