---
title: "三个被忽视的核燃料供应链赢家"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/284112107.md"
description: "国际原子能机构连续第五年上调全球核电容量预测，预计到 2050 年容量将翻倍。尽管这一增长，许多投资者仍对核燃料供应链的复杂性知之甚少，该供应链包括采矿、浓缩、制造、反应堆运行和废物处理"
datetime: "2026-04-26T12:15:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/284112107.md)
  - [en](https://longbridge.com/en/news/284112107.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/284112107.md)
---

# 三个被忽视的核燃料供应链赢家

The International Atomic Energy Agency recently increased its projections for capacity of global nuclear power for a fifth straight year, and it now expects capacity to more than double by 2050. Still, nuclear energy is unfamiliar enough to many that it's easy for investors to be unaware of the intricacies of the nuclear fuel supply chain, including processes such as mining, enrichment, fabrication, reactor operation, waste disposal, and more....

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