{"id":662212,"date":"2026-09-09T02:34:52","date_gmt":"2026-09-09T09:34:52","guid":{"rendered":"https:\/\/nai500.com\/?p=662212"},"modified":"2026-09-09T04:52:06","modified_gmt":"2026-09-09T11:52:06","slug":"ccj-bwxt","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/09\/ccj-bwxt\/","title":{"rendered":"\u83ef\u723e\u8857\u76ef\u4e0a\u6838\u80fd\uff01Cameco\u3001BWXT\u88ab\u9ede\u540d"},"content":{"rendered":"

\u83ef\u723e\u8857\u6295\u884cJefferies\u767c\u4f48\u5831\u544a\uff0c\u9ede\u71c3\u6838\u80fd\u4ea4\u6613\u71b1\u5ea6\u3002\u5e02\u5834\u9762\u5c0d\u653f\u7b56\u3001\u96fb\u529b\u9700\u6c42\u8207\u9577\u671f\u8cc7\u672c\u958b\u652f\u540c\u6642\u51fa\u73fe\u7684\u5c40\u9762\uff0c\u958b\u59cb\u63d0\u524d\u5b9a\u50f9\u672a\u4f86\u3002\u4e0d\u904e\u5831\u544a\u539f\u6587\u9801\u9762\u7121\u6cd5\u8a2a\u554f\uff0c\u50f9\u683c\u53cd\u61c9\u96e3\u4ee5\u7368\u7acb\u6838\u5be6\uff0c\u773c\u4e0b\u66f4\u50cf\u4e00\u5f35\u201c\u8ab0\u5c07\u6536\u79df\u201d\u7684\u5730\u5716\uff0c\u800c\u975e\u52dd\u5229\u5ba3\u8a00\u3002<\/p>\n

Cameco\uff1a\u923e\u7926\u9f8d\u982d\uff0c\u9577\u7dda\u4f48\u5c40<\/h2>\n

Jefferies\u5728\u5831\u544a\u4e2d\u5c07Cameco\u5217\u70ba\u6838\u80fd\u64f4\u5efa\u7684\u4e3b\u8981\u53d7\u76ca\u8005\u30022025\u5e74\uff0cCameco\u958b\u63a1\u4e86\u5168\u740315%\u7684\u923e\uff0c\u50c5\u6b21\u65bc\u54c8\u85a9\u514b\u65af\u5766\u7684Kazatomprom\uff0c\u4f4d\u5c45\u5168\u7403\u7b2c\u4e8c\u3002\u516c\u53f8\u63e1\u6709\u9577\u671f\u5408\u540c\uff0c\u52302030\u5e74\u9700\u4ea4\u4ed8\u7d042.3\u5104\u78c5\u923e\u3002\u9019\u7a2e\u8a02\u55ae\u5132\u5099\u8db3\u4ee5\u8b93\u5927\u5b97\u5546\u54c1\u6295\u8cc7\u8005\u8208\u596e\uff0c\u540c\u6642\u4e5f\u6703\u8b66\u60d5\u9031\u671f\u4e2d\u7684\u9677\u9631\u3002<\/p>\n

Cameco\u662f\u5178\u578b\u7684\u4e3b\u984c\u6760\u6746\u578b\u6a19\u7684\uff0c\u76f4\u63a5\u53d7\u923e\u50f9\u8207\u53cd\u61c9\u5806\u5efa\u8a2d\u9810\u671f\u5f71\u97ff\u3002\u6558\u4e8b\u66f4\u4e7e\u6de8\uff0c\u5546\u54c1\u98a8\u96aa\u4e5f\u66f4\u7a81\u51fa\u3002\u6838\u80fd\u653f\u7b56\u82e5\u6301\u7e8c\u63a8\u9032\uff0c\u96fb\u529b\u516c\u53f8\u7e7c\u7e8c\u7c3d\u7d04\uff0cCameco\u64c1\u6709\u5eab\u5b58\u8207\u5408\u540c\u8dd1\u9053\u53ef\u53d7\u76ca\u3002\u923e\u50f9\u4e00\u65e6\u8d70\u5f31\u6216\u53cd\u61c9\u5806\u6642\u9593\u8868\u62c9\u9577\uff0c\u80a1\u7968\u5438\u5f15\u529b\u6703\u5feb\u901f\u4e0b\u964d\u3002<\/p>\n

BWX Technologies\uff1a\u8ecd\u5de5\u8207\u5148\u9032\u53cd\u61c9\u5806\u4ea4\u532f<\/h2>\n

BWXT\u7372\u5f97Jefferies\u660e\u78ba\u80af\u5b9a\uff0c\u6838\u5fc3\u5728\u65bc\u7f8e\u570b\u6f5b\u8247\u8207\u822a\u7a7a\u6bcd\u8266\u7684\u6d77\u8ecd\u6838\u53cd\u61c9\u5806\u9019\u4e00\u7d30\u5206\u9818\u57df\u3002\u5831\u544a\u9084\u63d0\u5230\uff0cBWXT\u7684\u5148\u9032\u6838\u53cd\u61c9\u5806\u6280\u8853\u5df2\u88ab\u7f8e\u570b\u9678\u8ecd\u9078\u4e2d\uff0c\u7528\u65bcJanus\u9805\u76ee\u3002\u8a72\u9805\u76ee\u7e3d\u984d22\u5104\u7f8e\u5143\uff0c\u8a08\u5283\u5728\u8ecd\u4e8b\u57fa\u5730\u5efa\u9020\u4e26\u904b\u71df\u5fae\u578b\u6838\u53cd\u61c9\u5806\u3002BWXT\u8655\u5728\u570b\u9632\u3001\u80fd\u6e90\u8207\u5148\u9032\u6838\u5de5\u7a0b\u4ea4\u532f\u8655\uff0c\u9019\u7a2e\u4ea4\u53c9\u9ede\u6295\u8cc7\u8005\u901a\u5e38\u559c\u611b\uff0c\u76f4\u5230\u57f7\u884c\u8b8a\u6210\u591a\u5e74\u96e3\u984c\u3002<\/p>\n

\u8207Cameco\u4e0d\u540c\uff0cBWXT\u7684\u5546\u54c1\u98a8\u96aa\u8f03\u4f4e\uff0c\u66f4\u591a\u4f9d\u8cf4\u5408\u540c\u8207\u9805\u76ee\u63a8\u9032\uff0c\u6545\u4e8b\u570d\u7e5e\u570b\u9632\u8207\u4e0b\u4e00\u4ee3\u53cd\u61c9\u5806\u5c55\u958b\u3002Jefferies\u9810\u8a08\uff0c\u52302030\u5e74\uff0cBWXT\u5e74\u92b7\u552e\u589e\u901f\u70ba6%-7%\uff0c\u76c8\u5229\u589e\u901f\u70ba13%-17%\uff0c\u4e26\u53ef\u80fd\u5ef6\u7e8c\u52302040\u5e74\uff0c\u524d\u63d0\u662f\u4e0d\u51fa\u73fe\u653f\u7b56\u885d\u64ca\u3002BWXT\u770b\u8d77\u4f86\u662f\u53c3\u8207\u6838\u57fa\u790e\u8a2d\u65bd\u66f4\u7a69\u5065\u7684\u8def\u5f91\uff0c\u4f46\u5e02\u5834\u4ecd\u9700\u76f8\u4fe1\u6280\u8853\u80fd\u8de8\u904e\u5de5\u7a0b\u3001\u71c3\u6599\u3001\u5b89\u5168\u8207\u9032\u5ea6\u969c\u7919\u3002<\/p>\n

Westinghouse\uff1aCameco\u5167\u90e8\u7684\u96b1\u85cf\u6760\u6746<\/h2>\n

Westinghouse\u6c92\u6709\u7368\u7acb\u4e0a\u5e02\uff0c\u537b\u56e0Cameco\u6301\u6709\u80a1\u6b0a\u800c\u6210\u70ba\u95dc\u9375\u8b8a\u91cf\u3002Jefferies\u8a8d\u70ba\uff0c\u9019\u90e8\u5206\u80a1\u6b0a\u964d\u4f4e\u4e86Cameco\u5c0d\u923e\u50f9\u6ce2\u52d5\u7684\u4f9d\u8cf4\uff0c\u4f7f\u516c\u53f8\u66f4\u50cf\u591a\u5143\u5316\u7684\u6838\u57fa\u790e\u8a2d\u65bd\u6a19\u7684\u3002\u5831\u544a\u9084\u5224\u65b7\uff0c\u8a72\u7d50\u69cb\u6709\u52a9\u65bcCameco\u9396\u5b9a\u8986\u84cb\u81f32040\u5e74\u7684\u66f4\u9ad8\u5408\u540c\u50f9\u683c\u3002\u5e02\u5834\u559c\u6b61\u7d14\u7cb9\u7684\u5927\u5b97\u5546\u54c1\u4ea4\u6613\uff0c\u76f4\u5230\u5546\u54c1\u50f9\u683c\u53cd\u566c\u3002Westinghouse\u70baCameco\u63d0\u4f9b\u4e86\u7b2c\u4e8c\u5f15\u64ce\u3002<\/p>\n

\u8ffd\u9010\u6838\u80fd\u4e3b\u984c\u7684\u6295\u8cc7\u8005\u61c9\u95dc\u6ce8\u80fd\u964d\u4f4e\u7d14\u923e\u4f9d\u8cf4\u7684\u8cc7\u7522\u3002\u5e02\u5834\u5728\u505c\u6b62\u734e\u52f5\u8208\u596e\u4e4b\u5f8c\uff0c\u5f80\u5f80\u958b\u59cb\u734e\u52f5\u591a\u5143\u5316\u3002<\/p>\n

Kazatomprom\uff1a\u923e\u696d\u6a19\u5c3a<\/h2>\n

Kazatomprom\u5728Jefferies\u7684\u6846\u67b6\u4e2d\u662f\u5168\u7403\u6700\u5927\u923e\u751f\u7522\u5546\uff0c2025\u5e74\u7522\u91cf\u9818\u5148Cameco\u3002\u5831\u544a\u4e26\u672a\u5c0d\u8a72\u80a1\u767c\u51fa\u65b0\u7684\u770b\u6f32\u4fe1\u865f\uff0c\u4f46Kazatomprom\u662f\u7406\u89e3\u5168\u7403\u923e\u4f9b\u61c9\u898f\u6a21\u7e5e\u4e0d\u958b\u7684\u57fa\u6e96\u3002\u6295\u8cc7\u8005\u69cb\u5efa\u6838\u80fd\u7d44\u5408\u6642\uff0c\u9019\u5bb6\u54c8\u85a9\u514b\u65af\u5766\u5de8\u982d\u63d0\u9192\u5e02\u5834\uff0c\u923e\u4ecd\u662f\u5168\u7403\u4f9b\u61c9\u904a\u6232\uff0c\u4e0d\u662f\u5317\u7f8e\u5c08\u5c6c\u4ff1\u6a02\u90e8\u3002<\/p>\n

\u653f\u7b56\u7aef\u4e26\u975e\u55ae\u4e00\u80a1\u7968\uff0c\u537b\u662f\u6574\u500b\u4f48\u5c40\u4e2d\u6700\u6d3b\u8e8d\u7684\u529b\u91cf\u4e4b\u4e00\u3002\u8d85\u904e30\u500b\u570b\u5bb6\u627f\u8afe\u52302050\u5e74\u5c07\u6838\u80fd\u5bb9\u91cf\u63d0\u9ad8\u5169\u500d\uff0c\u7f8e\u570b\u66f4\u9032\u4e00\u6b65\uff0c\u7279\u6717\u666e\u7c3d\u7f72\u884c\u653f\u4ee4\uff0c\u76ee\u6a19\u52302050\u5e74\u5c07\u6838\u80fd\u5bb9\u91cf\u63d0\u9ad8\u56db\u500d\u3002\u767d\u5bae\u5e0c\u671b\u524a\u6e1b\u76e3\u7ba1\uff0c\u52a0\u5feb\u53cd\u61c9\u5806\u8207\u96fb\u5ee0\u8a31\u53ef\u3002\u653f\u7b56\u6b63\u5728\u8e29\u6cb9\u9580\uff0c\u5e02\u5834\u8a66\u5716\u6436\u5148\u92ea\u8a2d\u9053\u8def\u3002<\/p>\n

\u50ac\u5316\u5291\u4f86\u81ea\u653f\u6cbb\u3001\u76e3\u7ba1\u8207\u5de5\u696d\u591a\u500b\u5c64\u9762\uff0c\u80fd\u652f\u6490\u591a\u500b\u6a19\u7684\uff0c\u4e5f\u6703\u88fd\u9020\u5927\u91cf\u865b\u5047\u555f\u52d5\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\u6a19\u8b8a\u6210\u5be6\u969b\u92fc\u6750\u3001\u71c3\u6599\u8207\u96fb\u529b\u3002<\/p>\n

\u6700\u6e05\u6670\u7684\u89e3\u8b80\u662f\uff0c\u6838\u80fd\u4e0d\u518d\u662f\u80fd\u6e90\u5e02\u5834\u88ab\u907a\u5fd8\u7684\u89d2\u843d\uff0c\u800c\u662f\u653f\u7b56\u3001\u570b\u9632\u8207\u4eba\u5de5\u667a\u80fd\u9700\u6c42\u5171\u540c\u8ffd\u9010\u7684\u64c1\u64e0\u4e3b\u984c\u3002\u9577\u671f\u6558\u4e8b\u4ecd\u9700\u7a7f\u8d8a\u923e\u50f9\u6ce2\u52d5\u3001\u57f7\u884c\u98a8\u96aa\uff0c\u4ee5\u53ca\u57fa\u790e\u8a2d\u65bd\u9805\u76ee\u5e38\u5e38\u6bd4\u9810\u671f\u66f4\u6162\u7684\u73fe\u5be6\u3002\u5c0d\u6295\u8cc7\u8005\u800c\u8a00\uff0cCameco\u662f\u66f4\u7d14\u7cb9\u7684\u923e\u50f9\u6760\u6746\uff0cBWXT\u662f\u66f4\u591a\u5143\u7684\u5de5\u696d\u570b\u9632\u89d2\u5ea6\u3002\u5176\u9918\u80cc\u666f\u65e2\u53ef\u4ee5\u9a57\u8b49\u4ea4\u6613\uff0c\u4e5f\u53ef\u80fd\u66b4\u9732\u53c8\u4e00\u500b\u63d0\u524d\u5230\u4f86\u7684\u597d\u6545\u4e8b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

Jefferies \u70ba\u6838\u80fd\u4ea4\u6613\u9ede\u4e86\u4e00\u628a\u706b\uff0c\u800c\u5e02\u5834\u6bcf\u7576\u653f\u7b56\u3001\u96fb\u529b\u9700\u6c42\u8207\u9577\u5929\u671f\u8cc7\u672c\u652f\u51fa\u540c\u6642\u51fa\u73fe\u5728\u540c\u4e00\u500b\u5834\u666f\u88e1\uff0c\u7e3d\u6703\u505a\u51fa\u540c\u6a23\u53cd\u61c9\uff1a\u958b\u59cb\u50cf\u662f\u672a\u4f86\u5df2\u7d93\u88ab\u9810\u8a02\u597d\u4e86\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":[1522],"tags":[1122],"class_list":["post-662212","post","type-post","status-publish","format-standard","hentry","category-1522","tag-1122"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/662212","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/50"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=662212"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/662212\/revisions"}],"predecessor-version":[{"id":662252,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/662212\/revisions\/662252"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=662212"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=662212"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=662212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}