LEU公司概况:浓缩铀/天然铀经销业务为主,技术解决方案为辅 LEU部门(营收占比70%):负责浓缩铀/天然铀经销业务 Technical Solutions部门(营收占比30%):负责核燃料新工艺研发业务(如HALEU研发生产)图:收入占比(按部门划分)图:收入占比(按业务类型划分)In Millions of USD except Per ShareFY 2019FY 2020FY 2021FY 2022FY 2023FY 2024RevenueLEUSeparative Work Units(SWU)UraniumTechnical Solutionsyoyyoy%yoy%2109%1693%81%124464041%19%24718%19112%77%152395741%23%29821%186-2%62%1632311298%38%294-2%23627%80%1963958-48%20%3209%26914%84%2086151-12%16%44238%35030%79%2471039280%21%资料来源:公司公告, 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.com31