市场调查报告书
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1164297
中国铀资源进口分析(2023-2032年)Research Report on China's Uranium Resource Import 2023-2032 |
近年来,我国核电发展突飞猛进。 到2022年底,中国将有53座商业核电站投入运行,总装机容量5560万千瓦。 在建核电站23座,总装机容量2419万千瓦。 中国核电在建容量连续多年位居世界第一。 随着中国核电装机容量的增加,对中国铀资源的需求也在增加。 中国铀资源贫乏,总储量不足20万吨,开采成本高,每年必须进口大量铀资源。
2021年我国将进口铀资源13613.9吨(同比下降18.4%),进口额13.1亿美元(同比下降22.6%)。 2022年前三季度,中国进口铀9351.5吨(同比增长5.2%),进口额13.6亿美元(同比增长48.5%)。
从 2018 年到 2022 年,铀的平均进口价格将保持波动。 2019年铀资源进口均价为125.2美元/公斤(同比上涨38.3%),但2019-2021年持续下降,2021年达到96.5美元/公斤。 2022年前三季度,铀的平均进口价格大幅上涨至145.6美元/公斤,比2021年同期上涨41.1%。
中国进口两类铀资源:天然铀和U235浓缩铀。 2021年中国将进口天然铀13535.8吨(占进口运费的99.4%),进口额12.1亿美元(占进口总额的92.4%)。 2021年中国从5个国家和地区进口天然铀资源。 按进口量计算,哈萨克斯坦是中国最大的天然铀进口来源国。 2021年,中国将从哈萨克斯坦进口价值5.5亿美元的铀资源6459.1吨(占进口总量的47.7%)。
随着中国核电厂数量的不断增加以及对铀资源的需求不断扩大,预计从 2023 年到 2032 年,中国的铀进口量将继续增加。
在本报告中,我们分析了中国铀资源进口市场,包括总体进口量和进口价值、主要进口来源地(2018-2022 年)、按类型分类的详细趋势、进口价格趋势,我们将汇总并发布主要市场信息驱动因素和製约因素、主要参与者的概况和战略,以及未来进口趋势的展望(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.