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%。