华泰睿思核心观点美国核电复兴箭在弦上,重申看好铀价修复2025年5月23日,美国特朗普总统一次性签发了三份围绕美国核能复兴的总统令,拟通过核管会效率革命、能源局反应堆测试改革、核工业基础振兴等举措多管齐下,推动美国新建核电的审批简化和建设加速,目标是重回全球核电领导地位。作为全球第一大在运核电装机国,箭在弦上的美国核能复兴或为全球提供政策范本,改善核电的政治语境,重申看好天然铀行业中长期供需紧张、...
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