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Cary*
#Oklo核能供电布局距离商业化还有多远？ Oklo测试堆已实现首次临界，首个商用 Aurora 机组目标2028年投运，距离正式供电还有约两年。但NRC许可、HALEU燃料供给、建造工期都存在变数，客户订单多为意向协议。短期先靠同位素业务创收，大规模商业化落地仍有不小不确定性，题材属性强，风险偏高
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