8月12日周二盘后，美国核燃料供应商Centrus Energy Corp.（股票代码：LEU）股价出现大幅下跌，跌幅高达7.07%，引发市场关注。
与此同时，市场传出消息，关键矿产初创企业General Matter宣布将在肯塔基州投资15亿美元建设一座铀浓缩设施。该项目不仅是美国首个由私人资本完全开发的铀浓缩厂，还将成为西肯塔基历史上最大规模的经济开发计划。新设施计划在2030年前正式启动运营，将生产低浓缩铀（LEU）及高纯度低浓缩铀（HALEU），这两种材料正是Centrus Energy的主要业务领域。
分析人士认为，General Matter的进入可能对Centrus Energy构成直接竞争威胁，这可能是导致其股价大幅下跌的主要原因。新竞争对手的出现不仅可能影响Centrus Energy的市场份额，还可能对其长期盈利能力产生压力。投资者对此反应强烈，导致Centrus Energy股价在盘后交易中大幅走低。市场将密切关注Centrus Energy如何应对这一新的竞争格局，以及公司未来的发展战略。
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