外AI:本周KAP 公布2026 年生产战略,将主动减产。公司计划2026 年在名义产量32777 吨U3O8(约8500万磅U3O8)的基础上削减约10%,产量将降至29697 吨(约7700 万磅)U3O8。这一调整主要来自JVBudenovskoye 项目的产能下调。管理层明确表示,当前市场供需尚未充分匹配,公司选择通过减产来维持价格稳定和市场平衡,同时确保履行长期合同下的交付义务。公司保持...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.