异动解读 | 俄取消出口许可 Centrus盘前大跌5%

异动解读
19 Nov 2024

美国核燃料公司Centrus Energy(LEU)周二盘前大跌5.02%,主要原因是俄罗斯取消了向该公司供应低浓缩铀的出口许可。

据报导,Centrus收到俄罗斯国有核燃料企业Techsnabexport(TENEX)的通知,俄方通过命令取消其2025年底前向美国出口低浓缩铀的许可证。TENEX正在申请新的出口许可,但目前不确定俄方是否以及何时会批准。

如果TENEX无法获得新许可证,将影响Centrus向客户交付订单的能力。作为主要浓缩铀供应国,俄罗斯此举令市场担忧Centrus的供应链和生产运营,引发股价大跌。市场将密切关注俄罗斯是否恢复出口许可的进展。

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