{"id":452054,"date":"2023-02-13T23:17:02","date_gmt":"2023-02-14T07:17:02","guid":{"rendered":"https:\/\/nai500.com\/?p=452054"},"modified":"2023-02-13T23:19:17","modified_gmt":"2023-02-14T07:19:17","slug":"%e6%b0%a2%e6%b0%94-%e9%94%82%e7%94%b5-%e8%82%a1%e7%a5%a8-%e9%95%bf%e6%9c%9f-%e6%8a%95%e8%b5%84%e8%80%85","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/02\/%e6%b0%a2%e6%b0%94-%e9%94%82%e7%94%b5-%e8%82%a1%e7%a5%a8-%e9%95%bf%e6%9c%9f-%e6%8a%95%e8%b5%84%e8%80%85\/","title":{"rendered":"\u6c22\u6c14\u80a1\u7968\u548c\u9502\u7535\u80a1\u7968\uff0c\u957f\u671f\u6295\u8d44\u8005\u5982\u4f55\u9009\u62e9\uff1f"},"content":{"rendered":"<p>\u5bf9\u4e8e\u957f\u671f\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u6e05\u6d01\u80fd\u6e90\u662f\u4e00\u4e2a\u5f88\u597d\u7684\u6295\u8d44\u9886\u57df\uff0c\u800c\u5728\u591a\u4f26\u591a\u8bc1\u5238\u4ea4\u6613\u6240\uff0c\u4e0e\u6c22\u6c14\u548c\u9502\u8fd9\u4e24\u5927\u5143\u7d20\u76f8\u5173\u7684\u80a1\u7968\u6b63\u5728\u8fdb\u5165\u66f4\u591a\u6295\u8d44\u8005\u89c6\u91ce\u3002\u6bd4\u5982\u662f\u6c22\u71c3\u6599\u7535\u6c60\u5236\u9020\u5546\u548c\u9500\u552e\u5546<strong><b>Ballard Power Systems<\/b><\/strong>\u00a0(<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=BLDP%3ACA\">TSX:BLDP<\/a>)\uff0c\u4ee5\u53ca<strong><b>Allkem Limited<\/b><\/strong>\u00a0(<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=AKE%3ACA\">TSX:AKE<\/a>)\u548c<strong><b>Lithium Americas<\/b><\/strong>\u00a0(<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=LAC%3ACA\">TSX:LAC<\/a>)\u8fd9\u4e24\u53ea\u57fa\u672c\u6750\u6599\u80a1\u7968\u3002<\/p>\n<p>\u4e0a\u9762\u8fd9\u4e09\u53ea\u80a1\u7968\u5e02\u503c\u90fd\u5df2\u5728\u5341\u4ebf\u7f8e\u5143\u7ea7\u522b\uff0c\u800c\u4e14\u4eca\u5e74\u8fc4\u4eca\u4e3a\u6b62\u7684\u8868\u73b0\u5747\u8d85\u8fc7\u4e86\u5927\u76d8\u3002\u5982\u679c\u4f5c\u4e3a\u957f\u671f\u8003\u8651\uff0c\u5728\u9502\u7535\u80a1\u548c\u6c22\u6c14\u80a1\u7968\u4e2d\u5e94\u8be5\u5982\u4f55\u6289\u62e9\uff1f<\/p>\n<h2><strong><b>\u5229\u7528\u7387<\/b><\/strong><\/h2>\n<p>\u7531\u4e8e\u5728\u6240\u6709\u91d1\u5c5e\u4e2d\uff0c\u9502\u7684\u5bc6\u5ea6\u6700\u4f4e\uff0c\u56e0\u6b64\u5728\u79fb\u52a8\u7535\u8bdd\u3001\u7b14\u8bb0\u672c\u7535\u8111\u3001\u6570\u7801\u76f8\u673a\u548c\u7535\u52a8\u6c7d\u8f66\u7684\u53ef\u5145\u7535\u7535\u6c60\u4e2d\u90fd\u542b\u6709\u9502\u3002\u5728\u975e\u5145\u7535\u7535\u6c60\u4e2d\uff0c\u6bd4\u5982\u949f\u8868\u3001\u73a9\u5177\u548c\u5fc3\u810f\u8d77\u640f\u5668\u4e2d\uff0c\u4e5f\u4f7f\u7528\u9502\u3002\u800c\u6c22\u6c14\u662f\u5730\u7403\u4e0a\u6700\u4e30\u5bcc\u7684\u5316\u5b66\u5143\u7d20\uff0c\u53ef\u4ee5\u4ece\u5929\u7136\u6c14\u3001\u6cbc\u6c14\u3001\u6838\u80fd\u548c\u53ef\u518d\u751f\u80fd\u6e90\uff08\u592a\u9633\u80fd\u548c\u98ce\u80fd\uff09\u4e2d\u4ea7\u751f\u3002\u5927\u89c4\u6a21\u5229\u7528\u6c22\u6c14\u5f88\u91cd\u8981\uff0c\u56e0\u4e3a\u63d0\u4f9b\u4e86\u6709\u7528\u7684\u80fd\u6e90\uff0c\u7279\u522b\u662f\u5bf9\u5bb6\u5ead\u548c\u4f01\u4e1a\u800c\u8a00\u3002<\/p>\n<h2><strong><b>\u9502\u6295\u8d44<\/b><\/strong><\/h2>\n<p>Allkem Limited\u5728\u963f\u6839\u5ef7\u62e5\u6709\u9502\u76d0\u6c34\u4e1a\u52a1\uff0c\u5728\u6fb3\u5927\u5229\u4e9a\u62e5\u6709\u786c\u5ca9\u9502\u5f00\u91c7\u4e1a\u52a1\uff0c\u540c\u65f6\u5728\u65e5\u672c\u6709\u6c22\u6c27\u5316\u9502\u8f6c\u6362\u8bbe\u65bd\u3002\u8fd9\u5bb6\u4ef7\u503c75.1\u4ebf\u52a0\u5143\u7684\u4e13\u4e1a\u9502\u5316\u5b66\u54c1\u516c\u53f8\u8fd8\u62e5\u6709\u51e0\u4e2a\u6b63\u5904\u4e8e\u5f00\u53d1\u9636\u6bb5\u7684\u9879\u76ee\uff0c\u5e94\u8be5\u6709\u52a9\u4e8e\u63d0\u9ad8\u56fd\u9645\u89c4\u6a21\u548c\u4ea7\u54c1\u7075\u6d3b\u6027\u3002<\/p>\n<p>\u9664\u4e86\u6ee1\u8db3\u5e02\u573a\u5927\u5e45\u589e\u957f\u7684\u76ee\u6807\uff0cAllkem\u6b63\u5728\u4e3a\u5168\u7403\u5411\u51c0\u96f6\u78b3\u7684\u672a\u6765\u8fc7\u6e21\u505a\u51c6\u5907\u30022022\u8d22\u5e74\uff08\u622a\u81f32022\u5e746\u670830\u65e5\uff09\uff0c\u8be5\u516c\u53f8\u603b\u6536\u5165\u4e0e2021\u8d22\u5e74\u76f8\u6bd4\u589e\u957f\u4e86808.2%\uff0c\u8fbe\u52307.6982\u4ebf\u7f8e\u5143\uff1b\u603b\u5229\u6da6\u8fbe\u52303.3722\u4ebf\u7f8e\u5143\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u4e00\u5e74\u524d\u4e3a\u51c0\u635f\u59318947\u4e07\u7f8e\u5143\u3002\u6309\u7167\u6bcf\u80a111.55\u52a0\u5143\u7684\u4ef7\u683c\uff0cAllkem\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e3a\u6b62\u4e0a\u6da8\u4e8612.24%\u3002<\/p>\n<p>Lithium Americas\u6b63\u5728\u63a8\u8fdb\u91cd\u8981\u7684\u9502\u77ff\u9879\u76ee\uff0c\u4f4d\u4e8e\u963f\u6839\u5ef7\u7684Cauchar\u00ed-Olaroz\u77ff\u662f\u8be5\u56fd\u7684\u4e0b\u4e00\u4e2a\u4f4e\u6210\u672c\u76d0\u6c34\u78b3\u9178\u9502\u9879\u76ee\u3002\u540c\u65f6\uff0c\u8fd9\u5bb6\u4ef7\u503c44.2\u4ebf\u52a0\u5143\u7684\u516c\u53f8\u6b63\u5728Pastos Grandes\u9879\u76ee\u768422\u53e3\u76d1\u6d4b\u4e95\u4e2d\u8fdb\u884c\u52d8\u63a2\u548c\u5f00\u53d1\u5de5\u4f5c\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u4f4d\u4e8e\u5185\u534e\u8fbe\u5dde\u7684Thacker Pass\u9879\u76ee\u6b63\u5728\u5411\u5efa\u8bbe\u65b9\u5411\u63a8\u8fdb\u3002\u5728\u622a\u81f32022\u5e749\u670830\u65e5\u7684\u4e5d\u4e2a\u6708\u95f4\uff0cLithium Americas\u51c0\u4e8f\u635f\u540c\u6bd4\u589e\u957f122.8%\uff0c\u8fbe\u52301.036\u4ebf\u7f8e\u5143\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u6309\u7167\u6bcf\u80a132.73\u52a0\u5143\u7684\u4ef7\u683c\uff0c\u5e74\u521d\u4e70\u5165\u7684\u6295\u8d44\u8005\u4ecd\u4eab\u670927.50%\u7684\u6536\u76ca\uff0c\u8fdc\u8fdc\u8dd1\u8d62\u591a\u4f26\u591a\u8bc1\u5238\u4ea4\u6613\u6240\u5927\u76d8\u3002<\/p>\n<h2><strong><b>\u6614\u65e5\u7684\u9876\u7ea7\u6210\u957f\u80a1<\/b><\/strong><\/h2>\n<p>\u6210\u957f\u578b\u6295\u8d44\u8005\u5bf9\u4e8e\u71c3\u6599\u7535\u6c60\u4e13\u5bb6Ballard Power Systems\u8fd9\u53ea\u80a1\u7968\u5e94\u8be5\u4e0d\u964c\u751f\uff0c\u56e0\u4e3a\u7ecf\u5e38\u51fa\u73b0\u5728TSX30\u540d\u5355\u4e2d\u3002\u9664\u4e862022\u5e74\uff0c\u8be5\u80a1\u57282019\u5e74\uff08\u7b2c12\u540d\uff09\u30012020\u5e74\uff08\u7b2c2\u540d\uff09\u548c2021\u5e74\uff08\u7b2c4\u540d\uff09\u90fd\u662f\u591a\u4ea4\u6240\u5e74\u5ea6\u8868\u73b0\u6700\u597d\u768430\u53ea\u80a1\u7968\u4e4b\u4e00\u3002<\/p>\n<p>\u8d22\u62a5\u663e\u793a\uff0c\u5728\u622a\u81f32022\u5e749\u670830\u65e5\u7684\u4e5d\u4e2a\u6708\u91cc\uff0cBallard\u7684\u6536\u5165\u4e0e2021\u5e74\u540c\u671f\u76f8\u6bd4\u4e0b\u964d\u4e866.6%\uff0c\u81f36332\u4e07\u7f8e\u5143\uff1b\u51c0\u635f\u5931\u540c\u6bd4\u589e\u957f97.5%\uff0c\u8fbe\u52301.39\u4ebf\u7f8e\u5143\u3002\u4ee5\u5f53\u524d\u6bcf\u80a18.20\u52a0\u5143\u7684\u4ef7\u683c\uff0c\u5c3d\u7ba1\u8fc7\u53bb12\u4e2a\u6708\u80a1\u4ef7\u4ecd\u4e0b\u8dcc\u4e8634.35%\uff0c\u4f462023\u5e74\u8fc4\u4eca\u4e3a\u6b62\u4e0a\u6da8\u4e8626.54%\u3002<\/p>\n<h2><strong><b>\u6295\u673a\u6027\u6295\u8d44\uff1f<\/b><\/strong><\/h2>\n<p>\u5728\u5e02\u573a\u5206\u6790\u5e08\u770b\u6765\uff0cAllkem\u6216Lithium Americas\u9002\u5408\u957f\u671f\u6295\u8d44\uff0c\u4f46\u5374\u5c5e\u4e8e\u6295\u673a\u6027\u8d44\u4ea7\uff0c\u800cBallard Power Systems\u4e5f\u9762\u4e34\u6311\u6218\u548c\u76c8\u5229\u80fd\u529b\u95ee\u9898\u3002\u8fd9\u4e09\u53ea\u80a1\u7968\u90fd\u662f\u52a0\u62ff\u5927\u6e05\u6d01\u80fd\u6e90\u9886\u57df\u7684\u7edd\u4f73\u9009\u62e9\uff0c\u53ea\u4e0d\u8fc7\u8981\u8010\u5fc3\u7b49\u5f85\u5efa\u4ed3\u673a\u4f1a\uff0c\u76f4\u5230\u9502\u548c\u6c22\u6c14\u7684\u9700\u6c42\u589e\u52a0\u5e76\u7a33\u5b9a\u4e0b\u6765\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5bf9\u4e8e\u957f\u671f\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u6e05\u6d01\u80fd\u6e90\u662f\u4e00\u4e2a\u5f88\u597d\u7684\u6295\u8d44\u9886\u57df\uff0c\u800c\u5728\u591a\u4f26\u591a\u8bc1\u5238\u4ea4\u6613\u6240\uff0c\u4e0e\u6c22\u6c14\u548c\u9502\u8fd9\u4e24\u5927\u5143\u7d20\u76f8\u5173\u7684\u80a1\u7968\u6b63\u5728\u8fdb\u5165 [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":384514,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[2155,1121,661,816],"class_list":["post-452054","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-2155","tag-1121","tag-661","tag-816","sectors-oil-gas-zh-hans","sectors-energy-metals-sch","locations-canada-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/452054","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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=452054"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/452054\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/384514"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=452054"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=452054"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=452054"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}