{"id":451949,"date":"2023-02-12T22:59:58","date_gmt":"2023-02-13T06:59:58","guid":{"rendered":"https:\/\/nai500.com\/?p=451949"},"modified":"2023-02-12T22:59:58","modified_gmt":"2023-02-13T06:59:58","slug":"%e5%85%a8%e7%90%83%e9%94%82%e4%b8%9a%e4%b8%89%e5%b7%a8%e5%a4%b4%e4%bb%8a%e9%9d%9e%e6%98%94%e6%af%94%ef%bc%8c%e8%bf%99%e4%b8%aa%e5%9b%bd%e5%ae%b6%e8%bf%85%e9%80%9f%e5%b4%9b%e8%b5%b7","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/02\/%e5%85%a8%e7%90%83%e9%94%82%e4%b8%9a%e4%b8%89%e5%b7%a8%e5%a4%b4%e4%bb%8a%e9%9d%9e%e6%98%94%e6%af%94%ef%bc%8c%e8%bf%99%e4%b8%aa%e5%9b%bd%e5%ae%b6%e8%bf%85%e9%80%9f%e5%b4%9b%e8%b5%b7\/","title":{"rendered":"\u5168\u7403\u9502\u4e1a\u4e09\u5de8\u5934\u4eca\u975e\u6614\u6bd4\uff0c\u8fd9\u4e2a\u56fd\u5bb6\u8fc5\u901f\u5d1b\u8d77"},"content":{"rendered":"

\u6709\u5174\u8da3\u6295\u8d44\u9502\u77ff\u516c\u53f8\uff1f\u5168\u7403\u5e02\u503c\u6700\u5927\u7684\u9502\u751f\u4ea7\u5546\u81ea\u7136\u66f4\u53d7\u5173\u6ce8\u3002\u5f88\u957f\u4e00\u6bb5\u65f6\u95f4\u4ee5\u6765\uff0c\u5168\u7403\u591a\u6570\u9502\u90fd\u4ea7\u81ea\u96c5\u4fdd\u3001SQM\u548cFMC\u8fd9\u4e09\u5927\u9502\u4e1a\u5de8\u5934\u3002\u4e0d\u8fc7\u5c31\u5728\u8fc7\u53bb\u51e0\u5e74\uff0c\u5168\u7403\u9502\u77ff\u5de8\u5934\u540d\u5355\u53d1\u751f\u4e86\u5de8\u5927\u7684\u53d8\u5316\uff0c\u5176\u4e2d\u4e2d\u56fd\u9502\u4e1a\u7684\u5d1b\u8d77\u5c24\u4e3a\u77a9\u76ee\u3002<\/p>\n

2022\u5e74\uff0c\u4e2d\u56fd\u7684\u9502\u5f00\u91c7\u4ea7\u91cf\u5728\u5168\u7403\u6392\u540d\u7b2c\u4e09\uff0c\u4ec5\u6b21\u4e8e\u6fb3\u5927\u5229\u4e9a\u548c\u667a\u5229\u3002\u53e6\u5916S&P Global Market Intelligence\u7684\u5206\u6790\u5e08\u6307\u51fa\uff0c\u4e2d\u56fd2020\u5e74\u4ec5\u5360\u5168\u7403\u9502\u539f\u6750\u6599\u4f9b\u5e94\u7684\u5927\u7ea612%\uff0c\u4f46\u5728\u9502\u52a0\u5de5\u548c\u7cbe\u70bc\u9886\u57df\u9886\u5148\u5168\u7403\u3002\u672a\u6765\uff0c\u4e2d\u56fd\u9884\u8ba1\u5c06\u9a71\u52a8\u9502\u79bb\u5b50\u7535\u6c60\u7684\u751f\u4ea7\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u65b0\u7684\u5168\u7403\u4e09\u5927\u9502\u4e1a\u5de8\u5934\uff08\u5e02\u503c\u6570\u636e\u622a\u6b622023\u5e742\u67082\u65e5\uff09\uff1a<\/p>\n

1. \u96c5\u4fdd<\/h2>\n

\u5e02\u503c\uff1a340\u4ebf\u7f8e\u5143<\/p>\n

\u96c5\u4fddAlbemarle\uff08NYSE:ALB\uff09<\/a>\u5458\u5de5\u4eba\u6570\u8fbe5000\u4eba\uff0c\u516c\u53f8\u5ba2\u6237\u8986\u76d6\u5168\u7403100\u4e2a\u56fd\u5bb6\u3002\u9664\u4e86\u9502\uff0c\u8be5\u516c\u53f8\u8fd8\u751f\u4ea7\u6eb4\u5e76\u63d0\u4f9b\u7cbe\u70bc\u89e3\u51b3\u65b9\u6848\u4ee5\u53ca\u9762\u5411\u5236\u836f\u516c\u53f8\u7684\u5316\u5b66\u670d\u52a1\u30022015\u5e74\u521d\uff0c\u96c5\u4fdd\u5b8c\u6210\u5bf9Rockwood Holdings\u7684\u6536\u8d2d\u5e76\u6210\u4e3a\u9502\u4e1a\u5de8\u5934\uff0c\u65d7\u4e0b\u7684\u9502\u4e1a\u8d44\u4ea7\u5305\u62ec\u7f8e\u56fdClayton Valley\u7684\u9502\u76d0\u6e56\uff0c\u4f4d\u4e8e\u667a\u5229\u7684Salar de Atacama\u76d0\u6e56\uff0c\u4ee5\u53caGreenbushes\u786c\u5ca9\u9502\u77ff49%\u7684\u80a1\u6743\u3002<\/p>\n

2018\u5e74\uff0c\u667a\u5229\u653f\u5e9c\u673a\u6784Corfo\u6279\u51c6\u96c5\u4fdd\u6269\u5927\u63d0\u9502\u914d\u989d\u7684\u8bf7\u6c42\uff0c\u76ee\u524d\u8be5\u516c\u53f8\u83b7\u5f97\u6388\u6743\u6bcf\u5e74\u5728\u667a\u5229\u751f\u4ea7\u4e0d\u8d85\u8fc714.5\u4e07\u5428\u7684\u78b3\u9178\u9502\u5f53\u91cf\u76f4\u81f32043\u5e74\u3002\u8be5\u516c\u53f8\u4f4d\u4e8e\u667a\u5229\u7684La Negra\u4e09\u671f\u548c\u56db\u671f\u52a0\u5de5\u5382\u76ee\u524d\u5df2\u7ecf\u5f00\u59cb\u521b\u6536\u3002<\/p>\n

2019\u5e74\uff0c\u96c5\u4fdd\u7b7e\u7f72\u4e00\u987911.5\u4ebf\u7f8e\u5143\u7684\u6295\u8d44\u534f\u8bae\uff0c\u6536\u8d2d\u6fb3\u5927\u5229\u4e9a\u9502\u77ff\u5546Mineral Resources (MinRes) (ASX:MIN,OTC Pink:MALRF) 50%\u7684\u80a1\u6743\u5e76\u7ec4\u5efa\u5408\u8d44\u4f01\u4e1aMARBL\uff0c\u540e\u8005\u5c06\u62e5\u6709\u548c\u7ecf\u8425\u897f\u6fb3\u5927\u5229\u4e9a\u5dde\u7684Wodgina\u786c\u5ca9\u9502\u77ff\u3002Wodgina\u76ee\u524d\u5df2\u7ecf\u91cd\u542f\u5e76\u57282022\u5e745\u6708\u9996\u6b21\u751f\u4ea7\u3002\u622a\u6b622022\u5e74\u5e95\uff0cKemerton\u4e00\u671f\u548c\u4e8c\u671f\u6c22\u6c27\u5316\u9502\u4ea7\u7ebf\u5747\u5df2\u7ae3\u5de5\u3002<\/p>\n

2022\u5e7410\u6708\uff0c\u96c5\u4fdd\u83b7\u5f971.50\u4ebf\u7684\u7f8e\u56fd\u7535\u6c60\u4f9b\u5e94\u94fe\u8865\u52a9\uff0c\u8d44\u52a9\u5317\u5361\u7f57\u6765\u7eb3\u5dde\u7684\u4e00\u5ea7\u5546\u4e1a\u5316\u89c4\u6a21\u7684\u9502\u52a0\u5de5\u5382\uff0c\u65e5\u540e\u5c06\u5411\u96c5\u4fdd\u79d1\u6280\u56ed\u4f9b\u5e94\u9502\u30022022\u5e74\u5e95\uff0c\u8be5\u516c\u53f8\u5b8c\u6210\u5bf9\u5e7f\u897f\u5929\u6e90\u65b0\u80fd\u6e90\u6750\u6599\u7684\u6536\u8d2d\uff0c\u6536\u8d2d\u6807\u7684\u5305\u62ec\u4e00\u5ea7\u9884\u8ba1\u6bcf\u5e74\u80fd\u8f6c\u53162.5\u4e07\u5428\u78b3\u9178\u9502\u5f53\u91cf\u7684\u5de5\u5382\u3002<\/p>\n

2. SQM<\/h2>\n

\u5e02\u503c\uff1a255.9\u4ebf\u7f8e\u5143<\/p>\n

Sociedad Quimica y Minera de Chile SA\uff08NYSE:SQM\uff09<\/a>\u81ea\u79f0\u5728\u9502\u4ee5\u53ca\u884d\u751f\u54c1\u5e02\u573a\u5360\u636e19%\u7684\u4efd\u989d\uff0c\u572820\u591a\u4e2a\u56fd\u5bb6\u8bbe\u6709\u529e\u4e8b\u5904\uff0c\u5ba2\u6237\u8986\u76d6110\u4e2a\u56fd\u5bb6\uff0c\u516c\u53f8\u65d7\u4e0b\u8bbe\u6709\u5305\u62ec\u9502\u3001\u94be\u4ee5\u53ca\u4e13\u4e1a\u690d\u7269\u8425\u517b\u7b495\u4e2a\u4e1a\u52a1\u677f\u5757\u3002<\/p>\n

SQM\u7684\u9502\u4e1a\u52a1\u4f4d\u4e8e\u667a\u5229\uff0c2018\u5e741\u6708\uff0c\u516c\u53f8\u4e0e\u667a\u5229\u7684Corfo\u5c31\u963f\u5854\u5361\u739b\uff08Salar de Atacama\uff09\u9502\u76d0\u6e56\u7684\u79df\u7ea6\u8fbe\u6210\u534f\u8bae\u30022016\u5e74\uff0cSQM\u4e0eLithium Americas Corp.\uff08TSX:LAC\uff09\uff08NYSE:LAC\uff09\u5ba3\u5e03\u5f00\u53d1\u963f\u6839\u5ef7\u7684Cauchari-Olaroz\u9502\u9879\u76ee\u3002\u4e24\u5e74\u4e4b\u540e\uff0c\u8d63\u950b\u6536\u8d2dSQM\u8be5\u9879\u76ee\u7684\u6743\u76ca\u3002\u9664\u4e86\u5357\u7f8e\u6d32\uff0cSQM\u8fd8\u5728\u5f00\u53d1\u4f4d\u4e8e\u6fb3\u5927\u5229\u4e9a\u7684Mount Holland\u786c\u5ca9\u9502\u9879\u76ee\u3002<\/p>\n

SQM\u9884\u8ba1\u516c\u53f82022\u5e74\u7684\u9500\u91cf\u5c06\u8d85\u8fc714\u4e07\u5428\uff0c\u5176\u4e2d\u9884\u8ba1\u4ec520%\u7684\u9500\u552e\u91c7\u53d6\u7684\u662f\u56fa\u5b9a\u5408\u540c\u4ef7\u6216\u8005\u662f\u8bbe\u5b9a\u4e86\u4ef7\u683c\u4e0a\u9650\u548c\u4e0b\u9650\u7684\u53ef\u53d8\u4ef7\u3002\u4e0d\u8fc7\u5230\u4eca\u5e74\u4e09\u5b63\u5ea6\u672b\uff0c\u6240\u6709\u9500\u552e\u90fd\u5c06\u662f\u5408\u540c\u4ef7\uff0c\u5e76\u4e14\u516c\u53f8\u76ee\u524d\u9500\u91cf\u5df2\u7ecf\u8fbe\u523011.2\u4e07\u5428\u3002<\/p>\n

3. \u8d63\u950b\u9502\u4e1a<\/h2>\n

\u5e02\u503c\uff1a230.1\u4ebf\u7f8e\u5143<\/p>\n

\u8d63\u950b\u9502\u4e1aGanfeng Lithium(OTC Pink:GNENF<\/a>,SZSE:002460,HKEX:1772)\u662f\u4e2d\u56fd\u6700\u5927\u7684\u9502\u5316\u5408\u7269\u751f\u4ea7\u5546\uff0c\u540c\u65f6\u4e5f\u662f\u5168\u7403\u6700\u5927\u7684\u9502\u91d1\u5c5e\u751f\u4ea7\u5546\u4e4b\u4e00\uff08\u6309\u4ea7\u80fd\u8ba1\u7b97\uff09\u3002\u8be5\u516c\u53f8\u7684\u9502\u8d44\u6e90\u6743\u76ca\u8986\u76d6\u4e16\u754c\u5404\u5730\uff0c\u5176\u4e2d\u5305\u62ec\u6fb3\u5927\u5229\u4e9a\u3001\u963f\u6839\u5ef7\u3001\u4e2d\u56fd\u548c\u7231\u5c14\u5170\uff0c\u4f46\u4e3b\u8981\u7684\u9502\u539f\u6750\u6599\u6765\u6e90\u662f\u4f4d\u4e8e\u897f\u6fb3\u5927\u5229\u4e9a\u5dde\u7684Mount Marion\u3002\u8be5\u516c\u53f8\u662f\u8d63\u950b\u9502\u4e1a\u548cMinRes\u7684\u5408\u8d44\u4f01\u4e1a\uff0c\u6301\u80a1\u540450%\u3002<\/p>\n

2018\u5e74\uff0c\u8d63\u950b\u9502\u4e1a\u5728\u9999\u6e2f\u4e0a\u5e02\uff0c\u540c\u5e74\u6536\u8d2dSQM\u6301\u6709Lithium Americas\u65d7\u4e0bCauchari-Olaroz\u9502\u76d0\u6e56\u9879\u76ee\u7684\u6743\u76ca\u30022020\u5e742\u6708\uff0c\u8d63\u950b\u5c06\u8fd9\u4e00\u963f\u6839\u5ef7\u9502\u77ff\u9879\u76ee\u7684\u6743\u76ca\u63d0\u5347\u81f351%\uff0c\u83b7\u5f97\u8be5\u8d44\u4ea7\u7684\u63a7\u80a1\u6743\u3002\u8d63\u950b\u5df2\u7ecf\u8ddf\u5305\u62ec\u7279\u65af\u62c9Tesla Inc\uff08NASDAQ:TSLA\uff09\u3001\u5b9d\u9a6cBMW(OTC Pink:BMWYY,ETR:BMW)\u3001\u97e9\u56fd\u7535\u6c60\u5236\u9020\u5546LG\u5316\u5b66(KRX:051910)\u4ee5\u53ca\u5927\u4f17\u6c7d\u8f66Volkswagen (OTC Pink:VLKAF,FWB:VOW)\u7b7e\u7f72\u4f9b\u8d27\u534f\u8bae\u3002<\/p>\n

2021\u5e74\uff0c\u8be5\u516c\u53f8\u65a5\u8d442.645\u4ebf\u7f8e\u5143\u6536\u8d2dBacanora Lithium\u7684\u5269\u4f59\u80a1\u6743\uff0c1.30\u4ebf\u7f8e\u5143\u6536\u8d2d\u9a6c\u91cc\u4e00\u5ea7\u9502\u77ff50%\u7684\u80a1\u6743\uff0c\u4ee5\u53ca14.7\u4ebf\u5143\u6536\u8d2d\u4e2d\u56fd\u4e94\u77ff\u6301\u6709\u7684\u76d0\u6e56\u9879\u76ee49%\u7684\u80a1\u6743\u30022022\u5e74\u4e2d\uff0c\u8d63\u950b\u65a5\u8d449.62\u4ebf\u7f8e\u5143\u6536\u8d2d\u963f\u6839\u5ef7\u79c1\u4eba\u516c\u53f8Lithea\uff0c\u5c06\u8428\u5c14\u5854\u7701\u4e24\u5ea7\u9502\u76d0\u6e56\u6536\u5165\u56ca\u4e2d\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u6709\u5174\u8da3\u6295\u8d44\u9502\u77ff\u516c\u53f8\uff1f\u5168\u7403\u5e02\u503c\u6700\u5927\u7684\u9502\u751f\u4ea7\u5546\u81ea\u7136\u66f4\u53d7\u5173\u6ce8\u3002\u5f88\u957f\u4e00\u6bb5\u65f6\u95f4\u4ee5\u6765\uff0c\u5168\u7403\u591a\u6570\u9502\u90fd\u4ea7\u81ea\u96c5\u4fdd\u3001SQM\u548cFMC […]<\/p>\n","protected":false},"author":27,"featured_media":406033,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[730,733,661,816],"class_list":["post-451949","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-730","tag-733","tag-661","tag-816","sectors-mining-zh-hans","sectors-energy-metals-sch","locations-china-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/451949","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=451949"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/451949\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/406033"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=451949"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=451949"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=451949"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}