{"id":662211,"date":"2026-09-09T02:29:52","date_gmt":"2026-09-09T09:29:52","guid":{"rendered":"https:\/\/nai500.com\/?p=662211"},"modified":"2026-09-09T04:44:08","modified_gmt":"2026-09-09T11:44:08","slug":"ccj-bwxt","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/09\/ccj-bwxt\/","title":{"rendered":"\u534e\u5c14\u8857\u76ef\u4e0a\u6838\u80fd\uff01Cameco\u3001BWXT\u88ab\u70b9\u540d"},"content":{"rendered":"

\u534e\u5c14\u8857\u6295\u884cJefferies\u53d1\u5e03\u62a5\u544a\uff0c\u70b9\u71c3\u6838\u80fd\u4ea4\u6613\u70ed\u5ea6\u3002\u5e02\u573a\u9762\u5bf9\u653f\u7b56\u3001\u7535\u529b\u9700\u6c42\u4e0e\u957f\u671f\u8d44\u672c\u5f00\u652f\u540c\u65f6\u51fa\u73b0\u7684\u5c40\u9762\uff0c\u5f00\u59cb\u63d0\u524d\u5b9a\u4ef7\u672a\u6765\u3002\u4e0d\u8fc7\u62a5\u544a\u539f\u6587\u9875\u9762\u65e0\u6cd5\u8bbf\u95ee\uff0c\u4ef7\u683c\u53cd\u5e94\u96be\u4ee5\u72ec\u7acb\u6838\u5b9e\uff0c\u773c\u4e0b\u66f4\u50cf\u4e00\u5f20\u201c\u8c01\u5c06\u6536\u79df\u201d\u7684\u5730\u56fe\uff0c\u800c\u975e\u80dc\u5229\u5ba3\u8a00\u3002<\/p>\n

Cameco\uff1a\u94c0\u77ff\u9f99\u5934\uff0c\u957f\u7ebf\u5e03\u5c40<\/h2>\n

Jefferies\u5728\u62a5\u544a\u4e2d\u5c06Cameco\u5217\u4e3a\u6838\u80fd\u6269\u5efa\u7684\u4e3b\u8981\u53d7\u76ca\u8005\u30022025\u5e74\uff0cCameco\u5f00\u91c7\u4e86\u5168\u740315%\u7684\u94c0\uff0c\u4ec5\u6b21\u4e8e\u54c8\u8428\u514b\u65af\u5766\u7684Kazatomprom\uff0c\u4f4d\u5c45\u5168\u7403\u7b2c\u4e8c\u3002\u516c\u53f8\u63e1\u6709\u957f\u671f\u5408\u540c\uff0c\u52302030\u5e74\u9700\u4ea4\u4ed8\u7ea62.3\u4ebf\u78c5\u94c0\u3002\u8fd9\u79cd\u8ba2\u5355\u50a8\u5907\u8db3\u4ee5\u8ba9\u5927\u5b97\u5546\u54c1\u6295\u8d44\u8005\u5174\u594b\uff0c\u540c\u65f6\u4e5f\u4f1a\u8b66\u60d5\u5468\u671f\u4e2d\u7684\u9677\u9631\u3002<\/p>\n

Cameco\u662f\u5178\u578b\u7684\u4e3b\u9898\u6760\u6746\u578b\u6807\u7684\uff0c\u76f4\u63a5\u53d7\u94c0\u4ef7\u4e0e\u53cd\u5e94\u5806\u5efa\u8bbe\u9884\u671f\u5f71\u54cd\u3002\u53d9\u4e8b\u66f4\u5e72\u51c0\uff0c\u5546\u54c1\u98ce\u9669\u4e5f\u66f4\u7a81\u51fa\u3002\u6838\u80fd\u653f\u7b56\u82e5\u6301\u7eed\u63a8\u8fdb\uff0c\u7535\u529b\u516c\u53f8\u7ee7\u7eed\u7b7e\u7ea6\uff0cCameco\u62e5\u6709\u5e93\u5b58\u4e0e\u5408\u540c\u8dd1\u9053\u53ef\u53d7\u76ca\u3002\u94c0\u4ef7\u4e00\u65e6\u8d70\u5f31\u6216\u53cd\u5e94\u5806\u65f6\u95f4\u8868\u62c9\u957f\uff0c\u80a1\u7968\u5438\u5f15\u529b\u4f1a\u5feb\u901f\u4e0b\u964d\u3002<\/p>\n

BWX Technologies\uff1a\u519b\u5de5\u4e0e\u5148\u8fdb\u53cd\u5e94\u5806\u4ea4\u6c47<\/h2>\n

BWXT\u83b7\u5f97Jefferies\u660e\u786e\u80af\u5b9a\uff0c\u6838\u5fc3\u5728\u4e8e\u7f8e\u56fd\u6f5c\u8247\u4e0e\u822a\u7a7a\u6bcd\u8230\u7684\u6d77\u519b\u6838\u53cd\u5e94\u5806\u8fd9\u4e00\u7ec6\u5206\u9886\u57df\u3002\u62a5\u544a\u8fd8\u63d0\u5230\uff0cBWXT\u7684\u5148\u8fdb\u6838\u53cd\u5e94\u5806\u6280\u672f\u5df2\u88ab\u7f8e\u56fd\u9646\u519b\u9009\u4e2d\uff0c\u7528\u4e8eJanus\u9879\u76ee\u3002\u8be5\u9879\u76ee\u603b\u989d22\u4ebf\u7f8e\u5143\uff0c\u8ba1\u5212\u5728\u519b\u4e8b\u57fa\u5730\u5efa\u9020\u5e76\u8fd0\u8425\u5fae\u578b\u6838\u53cd\u5e94\u5806\u3002BWXT\u5904\u5728\u56fd\u9632\u3001\u80fd\u6e90\u4e0e\u5148\u8fdb\u6838\u5de5\u7a0b\u4ea4\u6c47\u5904\uff0c\u8fd9\u79cd\u4ea4\u53c9\u70b9\u6295\u8d44\u8005\u901a\u5e38\u559c\u7231\uff0c\u76f4\u5230\u6267\u884c\u53d8\u6210\u591a\u5e74\u96be\u9898\u3002<\/p>\n

\u4e0eCameco\u4e0d\u540c\uff0cBWXT\u7684\u5546\u54c1\u98ce\u9669\u8f83\u4f4e\uff0c\u66f4\u591a\u4f9d\u8d56\u5408\u540c\u4e0e\u9879\u76ee\u63a8\u8fdb\uff0c\u6545\u4e8b\u56f4\u7ed5\u56fd\u9632\u4e0e\u4e0b\u4e00\u4ee3\u53cd\u5e94\u5806\u5c55\u5f00\u3002Jefferies\u9884\u8ba1\uff0c\u52302030\u5e74\uff0cBWXT\u5e74\u9500\u552e\u589e\u901f\u4e3a6%-7%\uff0c\u76c8\u5229\u589e\u901f\u4e3a13%-17%\uff0c\u5e76\u53ef\u80fd\u5ef6\u7eed\u52302040\u5e74\uff0c\u524d\u63d0\u662f\u4e0d\u51fa\u73b0\u653f\u7b56\u51b2\u51fb\u3002BWXT\u770b\u8d77\u6765\u662f\u53c2\u4e0e\u6838\u57fa\u7840\u8bbe\u65bd\u66f4\u7a33\u5065\u7684\u8def\u5f84\uff0c\u4f46\u5e02\u573a\u4ecd\u9700\u76f8\u4fe1\u6280\u672f\u80fd\u8de8\u8fc7\u5de5\u7a0b\u3001\u71c3\u6599\u3001\u5b89\u5168\u4e0e\u8fdb\u5ea6\u969c\u788d\u3002<\/p>\n

Westinghouse\uff1aCameco\u5185\u90e8\u7684\u9690\u85cf\u6760\u6746<\/h2>\n

Westinghouse\u6ca1\u6709\u72ec\u7acb\u4e0a\u5e02\uff0c\u5374\u56e0Cameco\u6301\u6709\u80a1\u6743\u800c\u6210\u4e3a\u5173\u952e\u53d8\u91cf\u3002Jefferies\u8ba4\u4e3a\uff0c\u8fd9\u90e8\u5206\u80a1\u6743\u964d\u4f4e\u4e86Cameco\u5bf9\u94c0\u4ef7\u6ce2\u52a8\u7684\u4f9d\u8d56\uff0c\u4f7f\u516c\u53f8\u66f4\u50cf\u591a\u5143\u5316\u7684\u6838\u57fa\u7840\u8bbe\u65bd\u6807\u7684\u3002\u62a5\u544a\u8fd8\u5224\u65ad\uff0c\u8be5\u7ed3\u6784\u6709\u52a9\u4e8eCameco\u9501\u5b9a\u8986\u76d6\u81f32040\u5e74\u7684\u66f4\u9ad8\u5408\u540c\u4ef7\u683c\u3002\u5e02\u573a\u559c\u6b22\u7eaf\u7cb9\u7684\u5927\u5b97\u5546\u54c1\u4ea4\u6613\uff0c\u76f4\u5230\u5546\u54c1\u4ef7\u683c\u53cd\u566c\u3002Westinghouse\u4e3aCameco\u63d0\u4f9b\u4e86\u7b2c\u4e8c\u5f15\u64ce\u3002<\/p>\n

\u8ffd\u9010\u6838\u80fd\u4e3b\u9898\u7684\u6295\u8d44\u8005\u5e94\u5173\u6ce8\u80fd\u964d\u4f4e\u7eaf\u94c0\u4f9d\u8d56\u7684\u8d44\u4ea7\u3002\u5e02\u573a\u5728\u505c\u6b62\u5956\u52b1\u5174\u594b\u4e4b\u540e\uff0c\u5f80\u5f80\u5f00\u59cb\u5956\u52b1\u591a\u5143\u5316\u3002<\/p>\n

Kazatomprom\uff1a\u94c0\u4e1a\u6807\u5c3a<\/h2>\n

Kazatomprom\u5728Jefferies\u7684\u6846\u67b6\u4e2d\u662f\u5168\u7403\u6700\u5927\u94c0\u751f\u4ea7\u5546\uff0c2025\u5e74\u4ea7\u91cf\u9886\u5148Cameco\u3002\u62a5\u544a\u5e76\u672a\u5bf9\u8be5\u80a1\u53d1\u51fa\u65b0\u7684\u770b\u6da8\u4fe1\u53f7\uff0c\u4f46Kazatomprom\u662f\u7406\u89e3\u5168\u7403\u94c0\u4f9b\u5e94\u89c4\u6a21\u7ed5\u4e0d\u5f00\u7684\u57fa\u51c6\u3002\u6295\u8d44\u8005\u6784\u5efa\u6838\u80fd\u7ec4\u5408\u65f6\uff0c\u8fd9\u5bb6\u54c8\u8428\u514b\u65af\u5766\u5de8\u5934\u63d0\u9192\u5e02\u573a\uff0c\u94c0\u4ecd\u662f\u5168\u7403\u4f9b\u5e94\u6e38\u620f\uff0c\u4e0d\u662f\u5317\u7f8e\u4e13\u5c5e\u4ff1\u4e50\u90e8\u3002<\/p>\n

\u653f\u7b56\u7aef\u5e76\u975e\u5355\u4e00\u80a1\u7968\uff0c\u5374\u662f\u6574\u4e2a\u5e03\u5c40\u4e2d\u6700\u6d3b\u8dc3\u7684\u529b\u91cf\u4e4b\u4e00\u3002\u8d85\u8fc730\u4e2a\u56fd\u5bb6\u627f\u8bfa\u52302050\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u63d0\u9ad8\u4e24\u500d\uff0c\u7f8e\u56fd\u66f4\u8fdb\u4e00\u6b65\uff0c\u7279\u6717\u666e\u7b7e\u7f72\u884c\u653f\u4ee4\uff0c\u76ee\u6807\u52302050\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u63d0\u9ad8\u56db\u500d\u3002\u767d\u5bab\u5e0c\u671b\u524a\u51cf\u76d1\u7ba1\uff0c\u52a0\u5feb\u53cd\u5e94\u5806\u4e0e\u7535\u5382\u8bb8\u53ef\u3002\u653f\u7b56\u6b63\u5728\u8e29\u6cb9\u95e8\uff0c\u5e02\u573a\u8bd5\u56fe\u62a2\u5148\u94fa\u8bbe\u9053\u8def\u3002<\/p>\n

\u50ac\u5316\u5242\u6765\u81ea\u653f\u6cbb\u3001\u76d1\u7ba1\u4e0e\u5de5\u4e1a\u591a\u4e2a\u5c42\u9762\uff0c\u80fd\u652f\u6491\u591a\u4e2a\u6807\u7684\uff0c\u4e5f\u4f1a\u5236\u9020\u5927\u91cf\u865a\u5047\u542f\u52a8\u3002\u6838\u80fd\u80a1\u7968\u4e0d\u518d\u53ea\u4ea4\u6613\u76c8\u5229\uff0c\u66f4\u5728\u4ea4\u6613\u653f\u5e9c\u80fd\u5426\u628a\u5b8f\u5927\u80fd\u6e90\u76ee\u6807\u53d8\u6210\u5b9e\u9645\u94a2\u6750\u3001\u71c3\u6599\u4e0e\u7535\u529b\u3002<\/p>\n

\u6700\u6e05\u6670\u7684\u89e3\u8bfb\u662f\uff0c\u6838\u80fd\u4e0d\u518d\u662f\u80fd\u6e90\u5e02\u573a\u88ab\u9057\u5fd8\u7684\u89d2\u843d\uff0c\u800c\u662f\u653f\u7b56\u3001\u56fd\u9632\u4e0e\u4eba\u5de5\u667a\u80fd\u9700\u6c42\u5171\u540c\u8ffd\u9010\u7684\u62e5\u6324\u4e3b\u9898\u3002\u957f\u671f\u53d9\u4e8b\u4ecd\u9700\u7a7f\u8d8a\u94c0\u4ef7\u6ce2\u52a8\u3001\u6267\u884c\u98ce\u9669\uff0c\u4ee5\u53ca\u57fa\u7840\u8bbe\u65bd\u9879\u76ee\u5e38\u5e38\u6bd4\u9884\u671f\u66f4\u6162\u7684\u73b0\u5b9e\u3002\u5bf9\u6295\u8d44\u8005\u800c\u8a00\uff0cCameco\u662f\u66f4\u7eaf\u7cb9\u7684\u94c0\u4ef7\u6760\u6746\uff0cBWXT\u662f\u66f4\u591a\u5143\u7684\u5de5\u4e1a\u56fd\u9632\u89d2\u5ea6\u3002\u5176\u4f59\u80cc\u666f\u65e2\u53ef\u4ee5\u9a8c\u8bc1\u4ea4\u6613\uff0c\u4e5f\u53ef\u80fd\u66b4\u9732\u53c8\u4e00\u4e2a\u63d0\u524d\u5230\u6765\u7684\u597d\u6545\u4e8b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

Jefferies \u4e3a\u6838\u80fd\u677f\u5757\u70b9\u4e86\u4e00\u628a\u706b\uff0c\u800c\u5e02\u573a\u4e00\u5982\u65e2\u5f80\u5730\u5728\u653f\u7b56\u3001\u7528\u7535\u9700\u6c42\u548c\u957f\u671f\u8d44\u672c\u5f00\u652f\u540c\u65f6\u767b\u573a\u65f6\uff0c\u5f00\u59cb\u8868\u73b0\u5f97\u50cf\u672a\u6765\u5df2\u7ecf\u88ab\u9884\u5b9a\u3002<\/p>\n","protected":false},"author":50,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[1121],"class_list":["post-662211","post","type-post","status-publish","format-standard","hentry","category-1521","tag-1121"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/662211","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=662211"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/662211\/revisions"}],"predecessor-version":[{"id":662241,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/662211\/revisions\/662241"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=662211"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=662211"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=662211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}