市場調查報告書
商品編碼
1164297
中國鈾資源進口分析(2023-2032年)Research Report on China's Uranium Resource Import 2023-2032 |
近年來,我國核電發展突飛猛進。 到2022年底,中國將有53座商業核電站投入運行,總裝機容量5560萬千瓦。 在建核電站23座,總裝機容量2419萬千瓦。 中國核電在建容量連續多年位居世界第一。 隨著中國核電裝機容量的增加,對中國鈾資源的需求也在增加。 中國鈾資源貧乏,總儲量不足20萬噸,開採成本高,每年必須進口大量鈾資源。
2021年我國將進口鈾資源13613.9噸(同比下降18.4%),進口額13.1億美元(同比下降22.6%)。 2022年前三季度,中國進口鈾9351.5噸(同比增長5.2%),進口額13.6億美元(同比增長48.5%)。
從 2018 年到 2022 年,鈾的平均進口價格將保持波動。 2019年鈾資源進口均價為125.2美元/公斤(同比上漲38.3%),但2019-2021年持續下降,2021年達到96.5美元/公斤。 2022年前三季度,鈾的平均進口價格大幅上漲至145.6美元/公斤,比2021年同期上漲41.1%。
中國進口兩類鈾資源:天然鈾和U235濃縮鈾。 2021年中國將進口天然鈾13535.8噸(佔進口運費的99.4%),進口額12.1億美元(佔進口總額的92.4%)。 2021年中國從5個國家和地區進口天然鈾資源。 按進口量計算,哈薩克斯坦是中國最大的天然鈾進口來源國。 2021年,中國將從哈薩克斯坦進口價值5.5億美元的鈾資源6459.1噸(佔進口總量的47.7%)。
隨著中國核電廠數量的不斷增加以及對鈾資源的需求不斷擴大,預計從 2023 年到 2032 年,中國的鈾進口量將繼續增加。
在本報告中,我們分析了中國鈾資源進口市場,包括總體進口量和進口價值、主要進口來源地(2018-2022 年)、按類型分類的詳細趨勢、進口價格趨勢,我們將匯總並發布主要市場信息驅動因素和製約因素、主要參與者的概況和戰略,以及未來進口趨勢的展望(2023-2032 年)。
In recent years, China has seen rapid development of nuclear power. By the end of 2022, China had 53 commercial nuclear power units in operation, with a total installed capacity of 55.6 million kilowatts. There are 23 nuclear power units under construction, with a total installed capacity of 24.19 million kilowatts. China's installed capacity of nuclear power generation units under construction has remained the world's largest for many years. As China's installed nuclear power capacity rises, so does the country's demand for uranium resources. Since China's indigenous uranium resources are poor, with total reserves of no more than 200,000 tons and high mining costs, China needs to import large amounts of uranium resources every year.
In 2021, China's imports of uranium resources reached 13,613.9 tons, down 18.4% year-on-year, and the import value of US$1.31 billion, down 22.6% year-on-year. In the first three quarters of 2022, China imported 9,351.5 tons of uranium, up 5.2% year-on-year, and US$1.36 billion in imports, up 48.5% year-on-year, according to CRI analysis.
The average import price of uranium is volatile in 2018-2022. In 2019, the average import price of uranium resources in China is US$125.2 per kg, an increase of 38.3% year-on-year. According to CRI's analysis, the average import price of uranium decreases continuously from 2019 to 2021, with the average import price of uranium decreasing to US$96.5 per kg in 2021. In the first three quarters of 2022, the average import price of uranium increases significantly to US$145.6 per kg, an increase of 41.1% compared to the same period in 2021.
China imports uranium resources mainly in two categories: natural uranium and U235 enriched uranium. In 2021, China imported 13,535.8 tons of natural uranium, accounting for 99.4% of total imports, and the import value of US$1.21 billion, accounting for 92.4% of total imports. In 2021, China imported natural uranium resources from five countries and regions. According to CRI's analysis, Kazakhstan is the largest source of natural uranium imports to China by import volume. In 2021, China imported 6,459.1 tons of natural uranium from Kazakhstan, accounting for 47.7% of total natural uranium imports, and US$550 million, or 45.6% of total natural uranium imports.
China lacks indigenous uranium resources and is highly dependent on imports. China's nuclear power generation accounts for approximately 5% of the country's total power generation, leaving much room for improvement, and CRI expects that China's uranium imports are expected to continue to rise from 2023-2032 as the country's installed nuclear power generation rises further and demand for uranium resources continues to grow.