摘要
Abstract
This paper studied the investment and management strategies of major global uranium min-ing companies and summarizes the insights and recommendations for Chinese uranium mining enterpri-ses in the uranium market.Selecting six major uranium companies,including Kazatomprom,Rosa-tom,BHP,Cameco,Paladin Energy and Orano,as research subjects,analyzed their strategic trends,exploration and development strategies,and uranium asset portfolios.The study found that during periods of low uranium prices,these companies improved profitability through technological innova-tion,cost reduction,production cuts,halting high-cost mines,and securing long-term contract prices.During the uranium price recovery cycle,these companies quickly adjusted their strategies,in-creased investment in risk exploration,and restarted suspended mines,leading to significant growth in revenue and net profit.Based on these experiences,this paper proposes the five recommendations.First,uranium mining enterprises should enhance their understanding of industry cyclicality and opti-mize their asset portfolios.Second,they should continue to increase investment in uranium-rich coun-tries to enhance resource control.Third,they should flexibly adjust production strategies and produce on-demand to stabilize spot market prices.Fourth,they should pursue diversified development through comprehensive mining operations.Lastly,they should continuously increase exploration in-vestment to prepare for future resources.关键词
天然铀/铀资源/铀矿公司/投资并购/投资策略/经营策略/全球铀市场Key words
natural uranium/uranium resources/uranium mining companies/investment and acquisi-tion/investment strategies/management strategies/global uranium market分类
管理科学