{"id":453122,"date":"2023-02-26T23:27:47","date_gmt":"2023-02-27T07:27:47","guid":{"rendered":"https:\/\/nai500.com\/?p=453122"},"modified":"2024-02-22T16:09:59","modified_gmt":"2024-02-23T00:09:59","slug":"%e5%85%a8%e7%90%83%e5%8d%81%e5%a4%a7%e9%92%b4%e7%94%9f%e4%ba%a7%e5%9b%bd%ef%bc%882023%e5%b9%b4%e6%9b%b4%e6%96%b0%ef%bc%89%ef%bc%8c%e4%b8%ad%e5%9b%bd%e5%9e%ab%e5%ba%95","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/02\/%e5%85%a8%e7%90%83%e5%8d%81%e5%a4%a7%e9%92%b4%e7%94%9f%e4%ba%a7%e5%9b%bd%ef%bc%882023%e5%b9%b4%e6%9b%b4%e6%96%b0%ef%bc%89%ef%bc%8c%e4%b8%ad%e5%9b%bd%e5%9e%ab%e5%ba%95\/","title":{"rendered":"\u5168\u7403\u5341\u5927\u94b4\u751f\u4ea7\u56fd\uff082023\u5e74\u66f4\u65b0\uff09\uff0c\u4e2d\u56fd\u57ab\u5e95"},"content":{"rendered":"

\u7f8e\u56fd\u5730\u8d28\u52d8\u63a2\u5c40\uff08USGS\uff09\u7684\u6570\u636e\u663e\u793a\uff0c\u5168\u7403\u8fc7\u53bb\u4e24\u5e74\u7684\u94b4\u4ea7\u91cf\u5927\u5e45\u589e\u957f\uff0c2022\u5e74\u7684\u4ea7\u91cf\u8fbe\u523019\u4e07\u5428\uff0c\u8fdc\u9ad8\u4e8e2020\u5e74\u768414.2\u4e07\u5428\u4ee5\u53ca2021\u5e74\u768416.5\u4e07\u5428\u3002\u968f\u7740\u5168\u7403\u8303\u56f4\u5185\u6e05\u6d01\u6280\u672f\u548c\u7535\u52a8\u8f66\u7684\u7ee7\u7eed\u53d1\u5c55\uff0c\u6765\u81ea\u9502\u79bb\u5b50\u7535\u6c60\u7684\u9700\u6c42\u5c06\u6301\u7eed\u589e\u957f\u3002<\/p>\n

\u57fa\u4e8e\u8fd9\u4e00\u5927\u7684\u5224\u65ad\uff0c\u94b4\u7684\u751f\u4ea7\u73b0\u5728\u5f88\u70ed\uff0c\u672a\u6765\u8fd8\u4f1a\u66f4\u70ed\uff0c\u56e0\u6b64\u5168\u7403\u94b4\u751f\u4ea7\u5927\u56fd\u81ea\u7136\u5907\u53d7\u5173\u6ce8\u3002<\/p>\n

1. \u521a\u679c\u6c11\u4e3b\u5171\u548c\u56fd<\/h2>\n

\u5f00\u91c7\u4ea7\u91cf\uff1a130000\u5428<\/p>\n

\u521a\u679c\u6c11\u4e3b\u5171\u548c\u56fd\u4e0d\u4ec5\u662f\u76ee\u524d\u5168\u7403\u7b2c\u4e00\u5927\u94b4\u751f\u4ea7\u56fd\uff0c\u800c\u4e14\u5360\u5168\u7403\u4ea7\u91cf\u7684\u6bd4\u4f8b\u9ad8\u8fbe70%\u5de6\u53f3\u3002\u5728\u53ef\u89c1\u7684\u5c06\u6765\uff0c\u8be5\u56fd\u5c06\u7ee7\u7eed\u5728\u94b4\u5e02\u573a\u4e0a\u626e\u6f14\u4e00\u4e2a\u81f3\u5173\u91cd\u8981\u7684\u89d2\u8272\u3002\u5609\u80fd\u53efGlencore (LSE:GLEN,OTC Pink:GLCNF<\/a>) \u62e5\u6709\u8be5\u56fdKatanga\u548cMutanda\u77ff\u7684\u6743\u76ca\u30022022\u5e7411\u6708\uff0cTrafigura\u5b8c\u62106.00\u4ebf\u7684\u878d\u8d44\uff0cMutoshi\u94dc\u94b4\u77ff\u9884\u8ba1\u5c06\u4e8e2023\u5e74\u56db\u5b63\u5ea6\u542f\u52a8\u8fd0\u8425\u5e76\u5c06\u6210\u4e3a\u5168\u7403\u7b2c\u4e09\u5927\u94b4\u77ff\u3002<\/p>\n

2. \u4fc4\u7f57\u65af<\/h2>\n

\u5f00\u91c7\u4ea7\u91cf\uff1a8900\u5428<\/p>\n

2021\u5e74\u964d\u81f38000\u5428\u4e4b\u540e\uff0c\u4fc4\u7f57\u65af2022\u5e74\u7684\u94b4\u4ea7\u91cf\u6062\u590d\u81f38900\u5428\u3002\u867d\u7136\u8be5\u56fd\u7684\u94b4\u50a8\u91cf\u8fbe25\u4e07\u5428\uff0c\u4f46\u4ea7\u91cf\u4f9d\u7136\u8fdc\u4f4e\u4e8e\u521a\u679c\u6c11\u4e3b\u5171\u548c\u56fd\u3002\u4fc4\u7f57\u65af\u7684\u94b4\u7531\u5168\u7403\u524d\u4e94\u5927\u94b4\u751f\u4ea7\u5546\u4e4b\u4e00\u7684Norilsk Nickel\u751f\u4ea7\u3002\u622a\u81f32023\u5e742\u6708\uff0c\u6b27\u76df\u5bf9\u4fc4\u7f57\u65af\u7684\u5236\u88c1\u5c1a\u672a\u6ce2\u53ca\u5230\u94b4\uff0c\u4f46\u7f8e\u56fd2022\u5e74\u5bf9\u4fc4\u7f57\u65af\u7684\u94b4\u5f81\u653645%\u7684\u5173\u7a0e\uff082024\u5e741\u67081\u65e5\u5230\u671f\uff09\u3002<\/p>\n

3. \u6fb3\u5927\u5229\u4e9a<\/h2>\n

\u5f00\u91c7\u4ea7\u91cf\uff1a5900\u5428<\/p>\n

\u6fb3\u5927\u5229\u4e9a2022\u5e74\u7684\u94b4\u4ea7\u91cf\u76f8\u6bd42021\u5e74\u76845295\u5428\u5927\u5e45\u589e\u957f605\u5428\u3002\u6fb3\u5927\u5229\u4e9a\u7684\u94b4\u4e3b\u8981\u662f\u94dc\u548c\u954d\u77ff\u5f00\u91c7\u7684\u526f\u4ea7\u54c1\uff0c\u800c\u954d\u77ff\u4e3b\u8981\u4f4d\u4e8e\u8be5\u56fd\u7684\u897f\u90e8\uff0c\u5c24\u5176\u662f\u5728Kalgoorlie\u548cLeonora\u5730\u533a\u3002\u4e3a\u4e86\u964d\u4f4e\u94b4\u4f9b\u7ed9\u5bf9\u4e8e\u521a\u679c\u6c11\u4e3b\u5171\u548c\u56fd\u7684\u4f9d\u8d56\u6027\uff0c\u6fb3\u5927\u5229\u4e9a\u662f\u4f9b\u5e94\u591a\u5143\u5316\u7684\u91cd\u70b9\u5173\u6ce8\u56fd\u5bb6\u3002\u8be5\u56fd\u94b4\u4ea7\u91cf\u5168\u7403\u6392\u540d\u7b2c\u4e09\uff0c\u4f46\u94b4\u50a8\u91cf\u8fbe150\u4e07\u5428\uff0c\u5168\u7403\u6392\u540d\u7b2c\u4e8c\u3002<\/p>\n

4. \u52a0\u62ff\u5927<\/h2>\n

\u5f00\u91c7\u4ea7\u91cf\uff1a3900\u5428<\/p>\n

\u5c3d\u7ba1\u94b4\u4ea7\u91cf\u76f8\u6bd42021\u5e74\u76844361\u5428\u4e0b\u6ed1\uff0c\u4f46\u5168\u7403\u6392\u540d\u4ece\u7b2c\u4e94\u4f4d\u5347\u81f3\u7b2c\u56db\u4f4d\u3002\u52a0\u62ff\u5927\u7684\u94b4\u4e5f\u57fa\u672c\u6765\u81ea\u4e8e\u5927\u578b\u954d\u77ff\u548c\u94dc\u77ff\u3002\u6700\u8fd1\u51e0\u5e74\uff0c\u5f88\u591a\u521d\u7ea7\u77ff\u5546\u6d8c\u5165\u5b89\u5927\u7565\u7701\u7684Cobalt\u3002\u5982\u679c\u52d8\u63a2\u6210\u529f\uff0c\u52a0\u62ff\u5927\u7684\u94b4\u4ea7\u91cf\u6709\u53ef\u80fd\u5b9e\u73b0\u589e\u957f\u3002<\/p>\n

5. \u83f2\u5f8b\u5bbe<\/h2>\n

\u5f00\u91c7\u4ea7\u91cf\uff1a3800\u5428<\/p>\n

\u83f2\u5f8b\u5bbe\u662f\u5168\u7403\u7b2c\u4e94\u5927\u94b4\u751f\u4ea7\u56fd\uff0c\u4ea7\u91cf\u76f8\u8f832021\u5e74\u5c0f\u5e45\u589e\u957f\u30022021\u5e74\u521d\uff0c\u4e3a\u4e86\u589e\u52a0\u6536\u5165\uff0c\u524d\u83f2\u5f8b\u5bbe\u603b\u7edf\u675c\u7279\u5c14\u7279\u53d6\u6d88\u4e86\u65b0\u77ff\u8bb8\u53ef\u7981\u4ee4\u3002\u65b0\u603b\u7edf\u9a6c\u79d1\u65af\u4e0a\u4efb\u540e\uff0c\u4ed6\u8981\u6c42\u8be5\u56fd\u7684\u73af\u5883\u548c\u81ea\u7136\u8d44\u6e90\u90e8\u9488\u5bf9\u5c0f\u578b\u548c\u5927\u578b\u77ff\u5b9e\u65bd\u66f4\u4e25\u683c\u7684\u6307\u5357\u548c\u5b89\u5168\u534f\u8bae\uff0c\u5b9e\u73b0\u77ff\u4ea7\u5f00\u91c7\u7684\u5408\u89c4\u5316\u7ecf\u8425\u3002<\/p>\n

6. \u53e4\u5df4<\/h2>\n

\u5f00\u91c7\u4ea7\u91cf\uff1a3800\u5428<\/p>\n

\u53e4\u5df42022\u5e74\u7684\u94b4\u4ea7\u91cf\u76f8\u6bd4\u4e0a\u5e74\u76844000\u5428\u5c0f\u5e45\u4e0b\u6ed1\uff0c\u52a0\u62ff\u5927\u516c\u53f8Sherritt International(TSX:S,OTC Pink:SHERF)\u4ee5\u53ca\u53e4\u5df4\u516c\u53f8General Nickel Company\u8bbe\u7acb\u7684\u5408\u8d44\u4f01\u4e1a\u5728\u53e4\u5df4\u7684Moa\u5730\u533a\u5f00\u91c7\u954d\u548c\u94b4\u3002\u6b64\u5916\uff0c\u53e4\u5df4\u56fd\u6709\u954d\u77ff\u5546Cubaniquel\u662fMoa\u5730\u533aChe Guevara\u52a0\u5de5\u5382\u7684\u72ec\u5bb6\u8fd0\u8425\u5546\u3002<\/p>\n

7. \u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a<\/h2>\n

\u5f00\u91c7\u4ea7\u91cf\uff1a3000\u5428<\/p>\n

\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a2022\u5e74\u7684\u94b4\u4ea7\u91cf\u8ddf2021\u5e74\u76842953\u5428\u57fa\u672c\u6301\u5e73\uff0c\u800c\u4e14\u8fde\u7eed\u7b2c5\u5e74\u8fdb\u5165\u5168\u7403\u5341\u5927\u94b4\u751f\u4ea7\u56fd\u3002\u8be5\u56fd\u7684\u4e3b\u8981\u94b4\u751f\u4ea7\u5546\u662f\u4f4d\u4e8eMadang\u9644\u8fd1\u7684Ramu\u954d\u77ff\uff0c\u5408\u8d44\u516c\u53f8\u5305\u62ec\u79c1\u4eba\u516c\u53f8MCC Ramu NiCo\u3001Nickel 28 Capital (TSXV:NKL,OTC Pink:CONXF)\u4ee5\u53ca\u5df4\u5e03\u4e9a\u65b0\u51e0\u5185\u4e9a\u653f\u5e9c\u3002<\/p>\n

8. \u9a6c\u8fbe\u52a0\u65af\u52a0<\/h2>\n

\u5f00\u91c7\u4ea7\u91cf\uff1a3000\u5428<\/p>\n

2020\u5e74\uff0c\u53d7\u65b0\u51a0\u75ab\u60c5\u5f71\u54cd\uff0c\u9a6c\u8fbe\u52a0\u65af\u52a0\u7684\u94b4\u4ea7\u91cf\u4ece2019\u5e74\u76843400\u5428\u964d\u81f3850\u5428\uff0c2021\u5e74\u6062\u590d\u52302800\u5428\uff0c2022\u5e74\u8fdb\u4e00\u6b65\u589e\u81f33000\u5428\u3002\u8be5\u56fd\u5927\u91cf\u7684\u94b4\u4ea7\u91cf\u90fd\u6765\u81ea\u4e8eAmbatovy\u954d\u94b4\u77ff\uff0c\u6240\u6709\u4eba\u662f\u65e5\u672c\u516c\u53f8\u4f4f\u53cb\u5546\u4e8bSumitomo (OTC Pink:SSUMF,TSE:8053) \u4ee5\u53ca\u97e9\u56fd\u653f\u5e9c\u3002<\/p>\n

9. \u6469\u6d1b\u54e5<\/h2>\n

\u5f00\u91c7\u4ea7\u91cf\uff1a2300\u5428<\/p>\n

\u6469\u6d1b\u54e5\u7684\u94b4\u4ea7\u91cf\u7a33\u5b9a\u57282300\u5428\uff0c\u5176\u4e2d\u7edd\u5927\u591a\u6570\u4ea7\u91cf\u90fd\u6765\u81ea\u4e8eManagem Group\u7684Bou Azzer\u94b4\u77ff\u30022019\u5e74\uff0c\u6c7d\u8f66\u5236\u9020\u5546\u5b9d\u9a6cBMW AG (OTC Pink:BYMOF,ETR:BMW) \u5ba3\u5e03\u5c06\u4ece\u6fb3\u5927\u5229\u4e9a\u548c\u6469\u6d1b\u54e5\u7684\u77ff\u5c71\u76f4\u63a5\u91c7\u8d2d\u94b4\u30022022\u5e74\u4e2d\uff0cManagem\u8ddf\u6c7d\u8f66\u5236\u9020\u5546\u96f7\u8bfaRenault (PAR:RNO) \u7b7e\u7f72\u4f9b\u8d27\u534f\u8bae\uff0c2025\u5e74\u8d77\u6bcf\u5e74\u91c7\u8d2d5000\u5428\u786b\u9178\u94b4\uff0c\u6301\u7eed7\u5e74\u65f6\u95f4\u3002<\/p>\n

10. \u4e2d\u56fd<\/h2>\n

\u5f00\u91c7\u4ea7\u91cf\uff1a2200\u5428<\/p>\n

\u4e2d\u56fd2022\u5e74\u7684\u94b4\u4ea7\u91cf\u7a33\u5b9a\u57282200\u5428\u3002\u4e0d\u8fc7\uff0c\u8be5\u56fd\u7684\u7cbe\u70bc\u94b4\u4ea7\u91cf\u5360\u5168\u7403\u768470%\uff0c\u5176\u4e2d\u591a\u6570\u539f\u6750\u6599\u90fd\u6765\u81ea\u4e8e\u521a\u679c\u6c11\u4e3b\u5171\u548c\u56fd\u3002\u6b64\u5916\uff0c\u4e2d\u56fd\u8fd8\u662f\u94b4\u7684\u7b2c\u4e00\u5927\u6d88\u8d39\u56fd\uff0c\u7edd\u5927\u591a\u6570\u90fd\u7528\u4e8e\u7535\u6c60\u884c\u4e1a\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u7f8e\u56fd\u5730\u8d28\u52d8\u63a2\u5c40\uff08USGS\uff09\u7684\u6570\u636e\u663e\u793a\uff0c\u5168\u7403\u8fc7\u53bb\u4e24\u5e74\u7684\u94b4\u4ea7\u91cf\u5927\u5e45\u589e\u957f\uff0c2022\u5e74\u7684\u4ea7\u91cf\u8fbe\u523019\u4e07\u5428\uff0c\u8fdc\u9ad8\u4e8e202 […]<\/p>\n","protected":false},"author":27,"featured_media":488320,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[430],"tags":[730,733,661,746],"class_list":["post-453122","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-trends-strategies-zh-hans","tag-730","tag-733","tag-661","tag-746","sectors-mining-zh-hans","sectors-energy-metals-sch","locations-618","locations-canada-zh-hans","locations-849","locations-africa-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/453122","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=453122"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/453122\/revisions"}],"predecessor-version":[{"id":488323,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/453122\/revisions\/488323"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/488320"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=453122"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=453122"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=453122"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}