{"id":433823,"date":"2022-08-16T00:04:03","date_gmt":"2022-08-16T07:04:03","guid":{"rendered":"https:\/\/nai500.com\/?p=433823"},"modified":"2024-04-17T10:46:12","modified_gmt":"2024-04-17T17:46:12","slug":"%e9%80%9a%e8%83%80-%e5%89%8a%e5%87%8f-%e6%b3%95%e6%a1%88-%e6%9d%90%e6%96%99%e8%82%a1-%e5%8f%97%e7%9b%8a","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/08\/%e9%80%9a%e8%83%80-%e5%89%8a%e5%87%8f-%e6%b3%95%e6%a1%88-%e6%9d%90%e6%96%99%e8%82%a1-%e5%8f%97%e7%9b%8a\/","title":{"rendered":"\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u5c06\u9650\u5236\u4e2d\u56fd\u4f9b\u5e94\uff0c\u8fd9\u652f\u6750\u6599\u80a1\u6709\u671b\u6210\u4e3a\u6700\u5927\u53d7\u76ca\u8005"},"content":{"rendered":"

8\u67087\u65e5\uff0c\u7f8e\u56fd\u53c2\u8bae\u9662\u6295\u7968\u901a\u8fc7\u4e86\u5907\u53d7\u5173\u6ce8\u7684\u300a\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u300b\uff0c\u6279\u51c6\u4e867400\u4ebf\u7f8e\u5143\u7684\u5f00\u652f\u3002\u51e0\u5929\u540e\uff0c\u8fd9\u9879\u6cd5\u6848\u4e5f\u5728\u4f17\u8bae\u9662\u83b7\u5f97\u901a\u8fc7\u3002\u636e\u7f8e\u56fd\u5a92\u4f53\u62a5\u9053\uff0c\u7f8e\u56fd\u603b\u7edf\u62dc\u767b\u8ba1\u5212\u4e8e8\u670816\u65e5\u7b7e\u7f722022\u5e74\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u3002<\/p>\n

\u8fd9\u610f\u5473\u7740\u5927\u91cf\u8054\u90a6\u8d44\u91d1\u5c06\u6d8c\u5165\u7ecf\u6d4e\u4e2d\uff0c\u5176\u4e2d\u5305\u62ec\u4e13\u95e8\u81f4\u529b\u4e8e\u7f8e\u56fd\u80fd\u6e90\u5b89\u5168\u548c\u5e94\u5bf9\u6c14\u5019\u53d8\u5316\u76843690\u4ebf\u7f8e\u5143\u3002\u6bcb\u5eb8\u7f6e\u7591\uff0c\u7eff\u8272\u80a1\u7968\u5c06\u6210\u4e3a\u8fd9\u9879\u6cd5\u6848\u7684\u5927\u8d62\u5bb6\uff0c\u5c24\u5176\u662f\u5bf9MP Materials\u00a0<\/b><\/strong>(<\/b><\/strong>MP<\/b><\/strong><\/a>)<\/b><\/strong>\u975e\u5e38\u6709\u5229\uff0c\u56e0\u4e3a\u7f8e\u56fd\u653f\u5e9c\u73b0\u5728\u5bf9\u4e2d\u56fd\u548c\u7a00\u571f\u91d1\u5c5e\u7684\u83b7\u53d6\u9014\u5f84\u9ad8\u5ea6\u7d27\u5f20\u3002<\/p>\n

\u672a\u6765\u663e\u800c\u6613\u89c1<\/b><\/strong><\/h2>\n

\u5f88\u663e\u7136\uff0c\u5728\u672a\u6765\uff0c\u6211\u4eec\u90fd\u4f1a\u4f7f\u7528\u7535\u52a8\u6c7d\u8f66\uff0c\u7136\u540e\u5728\u5bb6\u91cc\u5145\u7535\uff0c\u5c31\u50cf\u73b0\u5728\u6bcf\u5929\u665a\u4e0a\u7ed9\u624b\u673a\u5145\u7535\u4e00\u6837\u81ea\u7136\u3002\u800c\u7535\u52a8\u8f66\u5de8\u5934\u7279\u65af\u62c9Tesla\u00a0<\/b><\/strong>(<\/b><\/strong>TSLA<\/b><\/strong><\/a>)<\/b><\/strong>\u5728\u7535\u52a8\u8f66\u884c\u4e1a\u5c31\u50cf\u82f9\u679c\u516c\u53f8\u5728\u79d1\u6280\u9886\u57df\u4e00\u6837\u3002\u4f46\u73b0\u9636\u6bb5\u53ea\u6709\u4e0d\u52301%\u7684\u7f8e\u56fd\u4eba\u62e5\u6709\u7535\u52a8\u6c7d\u8f66\uff0c\u5927\u90e8\u5206\u4eba\u8fd8\u5728\u4f7f\u7528\u6cb9\u8f66\u3002\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u7684\u76ee\u6807\u4e4b\u4e00\u5c31\u662f\u5e2e\u52a9\u7535\u52a8\u6c7d\u8f66\u4ece\u65e9\u671f\u91c7\u7528\u9636\u6bb5\u8f6c\u79fb\u5230\u5e7f\u6cdb\u666e\u53ca\u9636\u6bb5\u3002<\/p>\n

\u6839\u636e\u7f8e\u56fd\u5f53\u524d\u7684\u6cd5\u89c4\uff0c\u6d88\u8d39\u8005\u8d2d\u7f6e\u65b0\u7684\u7535\u52a8\u6c7d\u8f66\u5c06\u6709\u8d44\u683c\u83b7\u5f97\u6700\u9ad87500\u7f8e\u5143\u7684\u9000\u7a0e\u3002\u4f46\u7b26\u5408\u8fd9\u4e00\u6761\u4ef6\u7684\u7535\u52a8\u8f66\u5236\u9020\u5546\u4ea7\u91cf\u4e0a\u9650\u5e94\u4e3a20\u4e07\u8f86\uff0c\u800c\u7279\u65af\u62c9\u548c\u901a\u7528\u6c7d\u8f66General Motors\u00a0<\/b><\/strong>(<\/b><\/strong>GM<\/b><\/strong><\/a>)<\/b><\/strong>\u591a\u5e74\u524d\u5c31\u5df2\u7ecf\u7a81\u7834\u4e86\u8fd9\u4e2a\u6570\u5b57\uff0c\u5c31\u8fde\u4e30\u7530\u6c7d\u8f66\u4e5f\u521a\u521a\u7a81\u7834\u4e8620\u4e07\u8f86\u7684\u4ea7\u91cf\u4e0a\u9650\u3002\u798f\u7279\u548c\u65e5\u4ea7\u6c7d\u8f66\u4e5f\u5373\u5c06\u89e6\u53ca\u8fd9\u4e2a\u4e0a\u9650\u3002<\/p>\n

\u800c\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u53d6\u6d88\u4e86\u6240\u6709\u8fd9\u4e9b\u7535\u52a8\u6c7d\u8f66\u5236\u9020\u5546\u7684\u4ea7\u91cf\u4e0a\u9650\u3002\u6309\u7167\u65b0\u89c4\uff0c\u4ece2024\u5e74\u5f00\u59cb\uff0c\u6240\u6709\u4f7f\u7528\u6765\u81ea\u201c\u76f8\u5173\u5916\u56fd\u5b9e\u4f53\u201d(\u5373\u4e2d\u56fd)\u7a00\u571f\u91d1\u5c5e\u7684\u7535\u52a8\u6c7d\u8f66\u90fd\u4e0d\u80fd\u83b7\u5f97\u9000\u7a0e\u3002\u800c\u76ee\u524d\u7684\u60c5\u51b5\u662f\uff0c\u5e02\u9762\u4e0a\u51e0\u4e4e\u4e0d\u53ef\u80fd\u627e\u5230\u4e00\u8f86\u4e0d\u542b\u4e2d\u56fd\u7a00\u571f\u91d1\u5c5e\u7684\u7535\u52a8\u6c7d\u8f66\u3002<\/p>\n

\u7f8e\u56fd\u53c2\u8bae\u5458\u4e54\u00b7\u66fc\u94a6(Joe Manchin)\u8868\u793a\uff0c\u201c\u6211\u8ba4\u4e3a\u6211\u4eec\u7684\u51fa\u884c\u6a21\u5f0f\u4e0d\u5e94\u8be5\u4f9d\u9760\u5916\u56fd\u4f9b\u5e94\u94fe\u6765\u5efa\u7acb\u3002\u201dManchin\u662f\u63a8\u52a8\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u5728\u56fd\u4f1a\u901a\u8fc7\u7684\u5173\u952e\u4eba\u7269\u3002<\/p>\n

\u6570\u636e\u663e\u793a\uff0c\u4e2d\u56fd\u662f\u5168\u4e16\u754c\u7a00\u571f\u91d1\u5c5e\u7684\u4e3b\u8981\u4f9b\u5e94\u6765\u6e90\u30022018\u5e74\uff0c\u7f8e\u56fd95%\u7684\u7a00\u571f\u91d1\u5c5e\u548c\u5408\u91d1\u4ece\u4e2d\u56fd\u8fdb\u53e3\u3002\u6240\u4ee5\u8bf4\uff0c\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u5bf9\u7535\u52a8\u6c7d\u8f66\u5236\u9020\u5546\u6765\u8bf4\u662f\u4e00\u79cd\u80e1\u841d\u535c\u52a0\u5927\u68d2\u7684\u505a\u6cd5\uff0c\u76ee\u7684\u5c31\u662f\u8981\u6253\u7834\u4e2d\u56fd\u5728\u7a00\u571f\u91d1\u5c5e\u9886\u57df\u7684\u4e3b\u5bfc\u5730\u4f4d\u3002<\/p>\n

\u8fd9\u610f\u5473\u7740\uff0c\u672a\u6765\uff0c\u5728\u7f8e\u56fd\u6216\u5176\u76df\u56fd\u91c7\u8d2d\u548c\u63d0\u70bc\u7a00\u571f\u91d1\u5c5e\u5c06\u6709\u5de8\u5927\u7684\u9700\u6c42\u3002\u7a00\u571f\u91d1\u5c5e\u5982\u9495\u548c\u9568\u5728\u9ad8\u79d1\u6280\u9886\u57df\u975e\u5e38\u91cd\u8981\uff0c\u4e0d\u5149\u662f\u7528\u5728\u751f\u4ea7\u7535\u52a8\u6c7d\u8f66\u4e0a\uff0c\u667a\u80fd\u624b\u673a\u3001\u98ce\u529b\u6da1\u8f6e\u673a\u3001\u533b\u7597\u8bbe\u5907\u3001\u673a\u5668\u4eba\u3001\u6fc0\u5149\u548c\u65e0\u4eba\u673a\u4e2d\u4e5f\u6709\u5927\u91cf\u9700\u6c42\u3002<\/p>\n

MP Materials<\/b><\/strong>\u4f1a\u6210\u4e3a\u5927\u8d62\u5bb6<\/b><\/strong><\/h2>\n

MP Materials\u662f\u4e00\u5bb6\u4e3b\u8981\u7684\u7a00\u571f\u91d1\u5c5e\u751f\u4ea7\u5546\uff0c\u4e5f\u662f\u897f\u534a\u7403\u6700\u5927\u7684\u4f9b\u5e94\u5546\uff0c\u4f9b\u5e94\u7684\u7a00\u571f\u91d1\u5c5e\u7ea6\u5360\u5168\u7403\u4f9b\u5e94\u91cf\u768415%\uff0c\u800c\u4e14\u9700\u6c42\u6781\u9ad8\u3002\u6b63\u5982\u7ba1\u7406\u5c42\u7ecf\u5e38\u8bf4\u7684\u90a3\u6837\uff0c\u201c\u6211\u4eec\u5728\u8fd9\u4e2a\u9886\u57df\u4e0d\u53d7\u9700\u6c42\u7ea6\u675f\uff0c\u800c\u662f\u53d7\u4f9b\u5e94\u7ea6\u675f\u3002\u6839\u672c\u4e0d\u5b58\u5728\u9700\u6c42\u4e0d\u8db3\u8fd9\u56de\u4e8b\u3002\u201d<\/p>\n

\"\"<\/p>\n

\u81ea2020\u5e74\u4e0a\u5e02\u4ee5\u6765\uff0c\u8be5\u516c\u53f8\u80a1\u7968\u5927\u83b7\u5168\u80dc\u3002\u5c3d\u7ba1\u5df2\u7ecf\u5750\u4eab\u5f88\u9ad8\u7684\u5229\u6da6\u7387(49%)\u548c\u6536\u5165\u589e\u957f(\u7b2c\u4e8c\u5b63\u5ea6\u589e\u957f96%)\uff0c\u4f46\u968f\u7740\u8be5\u516c\u53f8\u7b2c\u4e8c\u9636\u6bb5\u548c\u7b2c\u4e09\u9636\u6bb5\u8bbe\u65bd\u7684\u4e0a\u7ebf\uff0c\u8be5\u516c\u53f8\u5c06\u4e0d\u518d\u9700\u8981\u5c06\u91d1\u5c5e\u8fd0\u9001\u5230\u4e2d\u56fd\u7cbe\u70bc\u5382\u52a0\u5de5\u3002\u7ba1\u7406\u5c42\u5e0c\u671b\u57282023\u5e74\u5f00\u59cb\u589e\u52a0\u4ea7\u91cf\uff0c\u800c\u4e14\u5df2\u7ecf\u7b7e\u7f72\u4e86\u4e00\u4efd\u957f\u671f\u4f9b\u5e94\u5408\u540c\uff0c\u5f00\u59cb\u4e3a\u901a\u7528\u6c7d\u8f66\u53d1\u52a8\u673a\u63d0\u4f9b\u7535\u52a8\u6c7d\u8f66\u78c1\u4f53\u3002<\/p>\n

\u4eca\u5e74\u65e9\u4e9b\u65f6\u5019\uff0c\u8be5\u516c\u53f8\u8fd8\u83b7\u5f97\u4e86\u7f8e\u56fd\u56fd\u9632\u90e8\u4e00\u4efd\u4ef7\u503c3500\u4e07\u7f8e\u5143\u7684\u5408\u540c\uff0c\u5728\u4f4d\u4e8e\u52a0\u5dde\u5e15\u65af\u5c71\u7684\u5de5\u5382\u63d0\u70bc\u91cd\u7a00\u571f\u5143\u7d20(HREE)\u3002\u5728\u7f8e\u56fd\u56fd\u9632\u90e8\u770b\u6765\uff0c\u7a00\u571f\u91d1\u5c5e\u662f\u4e00\u79cd\u6218\u7565\u8d44\u4ea7\uff0c\u800cMP Materials\u4e00\u76f4\u4e13\u6ce8\u4e8e\u50cf\u9495\u548c\u9568\u8fd9\u6837\u7684\u201c\u8f7b\u201d\u7a00\u571f\uff0c\u8fd9\u662f\u975e\u5e38\u6709\u4ef7\u503c\u548c\u975e\u5e38\u6709\u5229\u53ef\u56fe\u7684\u3002\u957f\u671f\u4ee5\u6765\uff0c\u4e2d\u56fd\u4e00\u76f4\u662f\u201c\u91cd\u201d\u7a00\u571f\u5e02\u573a\u7684\u4e3b\u5bfc\u8005\uff0c\u800c\u56fd\u9632\u90e8\u7684\u5408\u540c\u5c31\u662f\u8bd5\u56fe\u626d\u8f6c\u8fd9\u79cd\u5c40\u9762\u3002<\/p>\n

MP\u662f\u7eff\u8272\u7ecf\u6d4e\u7684\u6709\u529b\u9009\u62e9<\/b><\/strong><\/h2>\n

\u5f53\u7136\u4e86\uff0c\u8be5\u516c\u53f8\u5728\u5317\u7f8e\u4e5f\u5e76\u975e\u6ca1\u6709\u7ade\u4e89\u5bf9\u624b\u3002\u867d\u7136\u662f\u897f\u534a\u7403\u6700\u5927\u7684\u7a00\u571f\u91d1\u5c5e\u6765\u6e90\uff0c\u4f46\u5728\u6fb3\u5927\u5229\u4e9a\uff0cLynas Rare Earths<\/b><\/strong>\u00a0<\/b><\/strong>(NASDAQOTH:LYSDY<\/a>)\u5229\u6da6\u7387\u4e5f\u5f88\u9ad8(45%\u7684\u5229\u6da6\u7387)\uff0c\u8425\u6536\u751a\u81f3\u8d85\u8fc7MP Materials(\u8fc7\u53bb12\u4e2a\u6708\u4e3a6\u4ebf\u7f8e\u5143\uff0cMP\u4e3a5\u4ebf\u7f8e\u5143)\u3002<\/p>\n

\u51b5\u4e14\uff0cLynas\u4e0d\u4ec5\u6709\u7a00\u571f\u77ff\uff0c\u5728\u9a6c\u6765\u897f\u4e9a\u8fd8\u6709\u4e00\u4e2a\u5df2\u7ecf\u7ecf\u8fd0\u8425\u591a\u5e74\u7684\u70bc\u6cb9\u8bbe\u65bd\u3002\u4e0d\u8fc7\uff0c\u56e0\u4e3a\u73af\u4fdd\u65b9\u9762\u7684\u95ee\u9898\uff0c\u7ecf\u8fc7\u6295\u8bc9\u548c\u8c03\u67e5\uff0cLynas\u540c\u610f\u57282023\u5e74\u5c06\u5176\u70bc\u6cb9\u5382\u5b8c\u5168\u8fc1\u51fa\u9a6c\u6765\u897f\u4e9a\uff0c\u5e76\u8fc1\u81f3\u6fb3\u5927\u5229\u4e9a\u5185\u9646\u3002<\/p>\n

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