节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
全球铀资源分布高度集中，澳大利亚、哈萨克斯坦、加拿大等前三大资源国储量合计超全球总量50%，而核能需求集中于中国、美国、法国等国家，供需空间不均衡，这是影响全球铀市场供需平衡、价格走势及各国能源安全战略的核心因素之一。当前中国核电总体规模居世界第一，未来15年国内天然铀需求量将增长3倍，全球核...
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