jiemianxinwenjizhe | daijingjing
“eluosizaiyou、tai、niedengzhanlveyuancailiaochubeifangmianchuyulingxiandiwei,yexuwomenyeyinggaikaolvxianzhi。”
dangdishijian9yue11ri,eluosizongtongpujingzaizhengfuhuiyishangbiaoshikaolvxianzhimouxiedazongshangpindechukou,zheixiecuoshibuxuyao“mingtian”jiucaiqu,yejuebunengduieluosibenshenzaochengsunhai。
pujingfayanhou,quanqiuyoukuangleigupiaopuzhang,meiguuranium energy corpshouzhang12.36%、quanqiudierdayoushengchanshangkameikegongsi(cameco)zhang6.05%,constellation energyzhang3.88%;zaiduolunduozhengquanjiaoyisuoshangshidejianadakuangshangnexgen energyshouzhang4.63%。
9yue12ri,zhongguanghejituanxiashuzhongguanghekuangye(01164.hk)yiduzhangchao10%。jiezhishoupan,zhongguanghekuangyezhangzhang9.56%,bao1.49gangyuan/gu。
niejiayeyousuobodong。dangrixiaoxichuanchuhou,lundunjinshujiaoyisuo(lme)sangeyueqiniejiagebiaosheng2.6%,zhi16145meiyuan/dun(yuehe11.5wanyuanrenminbi/dun),lmezhucecangkuzhongyouwufenzhiyidenielaizieluosi。9yue12ri,huniezhuliqihuoheyuepanzhongzhangchao3%,shoupanzhang2.8%,bao12.43wanyuan/dun。
shijiehexiehuizuixindetongjishujuxianshi,eluosishi2022nianquanqiudiliudayoushengchanguo,yongyouquanqiu44%deyounongsuonengli,shiquanqiuzhuyaodeyouchukouguozhiyi。
you-235fengdujiaogaodenongsuoyou,nenggouyunxugengxiaodeduixingsheji,genggaoderanshaoxiaolvbingjianshaofeiwuliang,shixianjinhefanyingduisuoxudeguanjiancailiao,yeshijinnianlaihedianguojiazhelifazhandeheranliao。
lutoushebaodaocheng,2023nian,meiguohezhongguoshieluosizuidadeyoujinkouguo,qicishihanguo、faguo、hasakesitanhedeguo。
meiguonengyuanbuzai5yuefawenzhichu,meiguodayue35%deheranliaojinkoulaiziyueluosi。2023nian,meiguoshangyehefanyingduinongsuoyougongyingliangde27%laizieluosi。
jinnian5yue,meiguozhengfuqianshufaan,zi8yue11riqijinzhicongeluosilianbanghuoeluosishitijinkourenheweijingfuzhaodedinongsuoyou(leu)。danmeiguoyetongshijianlilehuomianzhidu,yunxuzai2028nianqianmeiyoutidairanliaogongyingdehedianchangyunyingshangjixujinkou。
genjumeiguodizhidiaochaju(usgs)deshuju,eluosiyongyouniekuangtanmingchulianghe2023nianniejinshuchanliangjunquanqiupaimingdisi。eluosidenornickelnieyegongsishishijiezuidadeniejinshugongyingshangzhiyi。
ciwai,eluosidesaerdayejinshengchanxiehuiaweisimajituanyeshiquanqiuzhuyaodetaigongyingshangzhiyi。
eluosikaolvxianzhishangshudazongshangpinchukou,zhuyaoshihuiyingxifangdezhicai。
zi2022nianewuchongtushengjiyilai,meiguoheouzhouguojiayiduieluosijingjijinxingleduoxiangzhicai,shejitianranqi、shiyou、jinshudengxingye,danrengyouxuduozhongyaodeshangpinweishoudaozhongdaxianzhi。
dangqianguojiyoujiabuduanxiaxing,yingxiangyuanyouxiaoshoushouru,yejieluosijingjidailaiyali。9yue10riwanjian,guojiyoujiadadie,11yuejiaohuodelundunbulunteyuanyouqihuojiagexiadie2.65meiyuan,shouyumeitong69.19meiyuan,chuang2021nian12yueyilaixindi。
youyugongxucuopei,youjiazezi2021nianqiyikaishileyilunshangzhangzhouqi。2022nianewuchongtugengshiyinfayoushizhendang,bingcijizhuduoguojiazaiditanzhuanxinghenengyuananquandekaoliangxiajinyibutuidonghedianfazhan。
jinnianyilai,youjiazhengtichengbodongzoushi,zai1yuedadaogaodianhouchuxianxiahuaqushi。hegongyeshichangyanjiugongsiuxcdeshujuxianshi,jiezhi9yue9ridedangzhou,bayanghuasanyouxianhuojiagewei79.75meiyuan/bang。
zhongguanghekuangyeshizhongguozhuyaofuzetianranyouhaiwaikaifahemaoyidegongsi。
jushijiehexiehuitongji,hasakesitanshiquanqiudichengpinyouziyuanchuliangzuifengfudeguojia,zhanquanqiu37%。zhongguanghekuangyezaihasakesitanyongyouduozuoyoukuangdechanpinbaoxiaoquan。2021nian,gaigongsishougouhasakesitanaoertaleikegongsi49%deguquan,binghuodexiaxialiangzuoyoukuang49%detianranyouchanpinbaoxiaoquan。
2024nianshangbannian,zhongguanghekuangyeyingyeetongbizengzhang40%,zhuyaodeyiyuyoujiashangzhangdailaidetouzishouyizengzhang;jinglirunzeshoucunliangdijiahetongheshuishouwentiyingxiangtongbixiajiang37%。
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