哈萨克斯坦铀矿开发现状及企业投资建议

    Development status of uranium in Kazakhstan and investment advices

    • 摘要: 哈萨克斯坦铀资源量约90万t,全球占比15%,仅次于澳大利亚,天然铀产量连年位居世界第一。目前哈萨克斯坦国内有21处大中型砂岩型铀矿床正在开发,矿权分属14家公司,其中,3家为哈萨克斯坦国家原子能工业公司独资,11家为哈萨克斯坦国家原子能工业公司与俄罗斯、加拿大、法国、日本、中国等国的合资公司,而中资企业在所有参与哈萨克斯坦铀矿开发的外资企业中所占权益储产份额最低,因此,中资企业应加大投资力度。首先,关注优质储备项目和矿权空白区,争取合作优先权,如大型砂岩型铀矿床阿萨尔奇克(Asarchik)和苏鲁切津(Sulu-Cheka);其次,对成熟矿山采取并购、参股等方式介入,尤其是哈萨克斯坦国家原子能工业公司100%控股的矿山;再次,紧跟政策风向,在哈萨克斯坦大力吸引勘探投资之际,加大勘探领域合作力度;最后,发挥先进核工业全产业链及先进核电技术竞争力,深化“以技术换资源”互利共赢合作模式。

       

      Abstract: Kazakhstan’s uranium resources are about 900 000 tons, accounting for about 15% of the world’s uranium resources, ranking second in the world, behind Australia.In the meantime, its production ranks the first for years as the largest uranium producer in the world.At present, there are 21 large and medium-sized sandstone uranium deposits under development in Kazakhstan, and the mining rights belong to 14 companies, among which 3 are solely owned by NAC Kazatomprom JSC and 11 are joint ventures between Kazatomprom and Russia, Canada, France, Japan and China, but uranium production and reserves share of Chinese enterprises in Kazakhstan is lowest among foreign companies.Therefore, Chinese enterprises should increase their investment.Firstly, focusing on high grade national reserve projects and unlicensed area seek for cooperation priority, for instance large sandstone uranium deposits Asarchik and Sulu-Cheka.Secondly, for prepared mines, should be adopted by M& A and equity participation, in particular, NAC Kazatomprom JSC 100% holding projects.Furthermore, keeping up with the policy readjustments and develop cooperation in exploration when Kazakhstan vigorously attracts exploration investment.At last, relying on competitiveness of the whole nuclear industry chain and advanced nuclear power technology, develop “technology for resources”win-win cooperation mode.

       

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