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机构地区:[1]中国国土资源经济研究院,北京101149 [2]国土资源部资源环境承载力评价重点实验室,北京101149 [3]成都理工大学传媒学院,四川成都610059
出 处:《中国国土资源经济》2016年第5期26-30,共5页Natural Resource Economics of China
摘 要:中国核电产业步入快速发展阶段,获得长期稳定可靠铀原料面临新挑战。通过跟踪和分析全球核电产业和铀矿业发展态势,认为当前全球铀矿业仍将保持相对疲软态势,但中长期供需基本面会逐渐好转,铀市场也会逐渐改善。我国应抓住当前全球铀矿业政策处于相对宽松期的机遇期,扩大"走出去"成果,投资区域要有针对性,投资策略要差别化,投资主体和手段应多元化,争取获得更多的境外份额矿和铀供应长期合同,为保障核电发展提供足够铀原料储备。China's nuclear power industry has entereda rapid development phase, so we will face a new challenge if we want to achievestable and reliable uranium for a long time.Through followingand analyzing the development of both the global nuclear power industryand the uranium industry, this paper gives an conclusion that the current global uranium industry remains relatively weak, butmiddleand long term supply and demand fundamentals will be improved gradually, along with the improvement of the uranium market.In this case,as we know, the global uranium industry is experiencing a relativelyloose phase of thepolicy, so we should seize thisopportunitytoexpand the scope of overseas markets.At the same time, we should invest in the targeted areas,the investment strategymust be differentiated,and investors and means should be diversity. We should work hard to obtain more overseas share mine and signmorelong-time uranium supply contracts with other countries.Only in this way can we provide sufficient uranium reserves for ensuringthe development of nuclear power industry.
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