摘要
本文从勘查投入、找矿新发现、项目进展、勘探开发影响因素等方面对上游铀矿业进行了梳理总结,认为自新世纪以来的铀矿业勘查开发周期投资效果逐步显现,新发现一批铀矿床或具有前景的铀项目,随着铀现货市场和资本市场泡沫破裂,哪些铀项目具有开发投资潜力得到较好的检验。通过分析,认为铀矿业"走出去"更应注重项目质量和回报率,传统铀成矿区带仍是最具潜力的找矿靶区,砂岩型和不整合型等经济型铀矿仍是主力找矿类型,新发现铀项目相对老铀项目更具投资价值。此外,本地化诉求、基础设施配套、矿业法规与政策等非市场因素也要值得关注。以期为我国铀矿业"走出去"投资并购提供一定参考。
Based on the analysis of uranium exploration investment, new discovery, project progress and other influencing factors of exploration and development, this article considers that the investment effect of uranium exploration and development cycle would gradually appear, and a lot of uranium deposit or promising uranium projects were found since the 21st Century. With the collapse of uranium spot market and capital market bubble, there was a good chance to test which uranium projects have the potential to be developed and invested. Based on these analysis, we suggest that ＂Going Out＂ of the uranium mining industry should pay more attention to the quality and rate of return of projects, and the traditional uranium metallog such as sandstone-type and enetic belts were still the most potential prospecting target areas, and economical uranium, unconformity-type uranium, are still the main prospecting type. The new uranium project is more valuable for investment than the old uranium mine. In addition, many non-market factors, such as localization demand, infrastructure availability, mining policies and regulations, need to be paid special attention to in order to provide a reference to investing the uranium industry for overseas-oriented Chinese companies
出处
《国土资源情报》
2016年第3期13-18,共6页
Land and Resources Information
关键词
铀勘查
新发现
铀矿业
走出去
Uranium exploration
New discovery
Uranium mining
Going out
