浓缩铀全球产能分布 4家浓缩铀生产商集中度极高，达到99%图：浓缩铀产能分布图：浓缩铀产能分布占比公司国家 产能（thousand SWU/yr 2025年预测） 产能（thousand SWU/yr 2030年预测）Urenco英/德/荷Tenex俄罗斯法国中国-OranoCNNCOther总计1790027100750010000400629001790027100750017000800703001%15%28%12%43%UrencoTenexOranoCNNCOther资料来源：LEU，HTIFor full disclosure of risks, valuation methodologies and target price formation on all HTI rated stocks, please refer to the latest full report on our website at equities.htisec.com27
