美国政策或推动铀行业投资情绪
2026年01月16日，中银国际研究发表了一篇基金行业的研究报告，报告指出，美国政策可能推动铀行业投资情绪改善。
报告摘要如下： What is New
Uranium sector started the year with a strong rally, with spot price rising US$2/lb to US$83.5/lb and major uranium ETF +22% YTD.
On 14 Jan, the US government issued a proclamation asking for further perusal of trade actions to critical materials. This could potentially lead to supportive trade policies, such as an import price floor for uranium, further improving uranium investment sentiment, in our view.Our View
White house proclamation. On 14 Jan, the white house published a proclamation to adjust imports of processed critical material and their derivative products (PCMDPs) under Section 232. Uranium was specifically mentioned in the proclamation as a PCMDP for the energy sector. President Trump determines to start negotiation with trading partners to address the reliance on imported PCMDPs, and consider “minimum import price/price floor” policy if the negotiations fall short to satisfy the administration’s targets.
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