{"id":456224,"date":"2023-03-28T20:57:40","date_gmt":"2023-03-29T03:57:40","guid":{"rendered":"https:\/\/nai500.com\/?p=456224"},"modified":"2024-02-28T16:55:03","modified_gmt":"2024-02-29T00:55:03","slug":"2023%e5%b9%b4%e5%85%a8%e7%90%83%e4%b8%83%e5%a4%a7%e9%94%82%e7%9f%bf%e5%85%ac%e5%8f%b8%ef%bc%8c%e8%bf%99%e4%b8%aa%e5%9b%bd%e5%ae%b6%e5%8d%a0%e4%ba%863%e5%ae%b6","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/03\/2023%e5%b9%b4%e5%85%a8%e7%90%83%e4%b8%83%e5%a4%a7%e9%94%82%e7%9f%bf%e5%85%ac%e5%8f%b8%ef%bc%8c%e8%bf%99%e4%b8%aa%e5%9b%bd%e5%ae%b6%e5%8d%a0%e4%ba%863%e5%ae%b6\/","title":{"rendered":"2023\u5e74\u5168\u7403\u4e03\u5927\u9502\u77ff\u516c\u53f8\uff0c\u8fd9\u4e2a\u56fd\u5bb6\u5360\u4e863\u5bb6"},"content":{"rendered":"

\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\u8fc7\u53bb\u51e0\u5e74\u4e2d\u56fd\u9502\u4e1a\u8fc5\u901f\u5d1b\u8d77\uff0c2022\u5e74\u8be5\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\u56fd\u5728\u9502\u52a0\u5de5\u548c\u7cbe\u70bc\u9886\u57df\u9886\u5148\u5168\u7403\uff0c\u672a\u6765\u8fd8\u5c06\u9a71\u52a8\u9502\u79bb\u5b50\u7535\u6c60\u7684\u751f\u4ea7\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u5168\u7403\u5e02\u503c\u6700\u5927\u76847\u5bb6\u9502\u77ff\u516c\u53f8\uff08\u6570\u636e\u622a\u81f32023\u5e743\u670827\u65e5\uff09\uff1a<\/p>\n

1.\u00a0\u00a0 \u96c5\u4fdd<\/h2>\n

\u5e02\u503c\uff1a256.5\u4ebf\u7f8e\u5143<\/p>\n

2015\u5e74\u521d\uff0c\u96c5\u4fddAlbemarle\uff08NYSE:ALB\uff09<\/a>\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\u30022022\u5e7410\u6708\uff0c\u96c5\u4fdd\u83b7\u5f971.50\u4ebf\u7684\u7f8e\u56fd\u7535\u6c60\u4f9b\u5e94\u94fe\u8865\u52a9\u30022022\u5e74\u5e95\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\uff1a206.7\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\u3002SQM\u7684\u9502\u4e1a\u52a1\u4f4d\u4e8e\u667a\u5229\uff0c\u4f46\u9664\u4e86\u5357\u7f8e\u6d32\uff0cSQM\u8fd8\u5728\u5f00\u53d1\u4f4d\u4e8e\u6fb3\u5927\u5229\u4e9a\u7684Mount Holland\u786c\u5ca9\u9502\u9879\u76ee\u3002\u5230\u4eca\u5e74\u4e09\u5b63\u5ea6\u672b\uff0c\u516c\u53f8\u6240\u6709\u9502\u7684\u9500\u552e\u90fd\u5c06\u91c7\u7528\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\uff1a183.7\u4ebf\u7f8e\u5143<\/p>\n

\u8d63\u950b\u9502\u4e1aGanfeng Lithium(OTC Pink:GNENF,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<\/p>\n

4. \u5929\u9f50\u9502\u4e1a<\/h2>\n

\u5e02\u503c\uff1a174.9\u4ebf\u7f8e\u5143<\/p>\n

\u6210\u90fd\u5929\u9f50\u5b9e\u4e1a\uff08\u96c6\u56e2\uff09\u7684\u5b50\u516c\u53f8\u5929\u9f50\u9502\u4e1aTianqi Lithium (OTC Pink:TQLCF,SZSE:002466,HKEX:9696) \u662f\u5168\u7403\u6700\u5927\u7684\u786c\u5ca9\u9502\u751f\u4ea7\u5546\uff0c\u8be5\u516c\u53f8\u7684\u8d44\u4ea7\u4f4d\u4e8e\u6fb3\u5927\u5229\u4e9a\u3001\u667a\u5229\u548c\u4e2d\u56fd\u30022022\u5e747\u6708\uff0c\u8be5\u516c\u53f8\u5728\u9999\u6e2f\u4e0a\u5e02\u3002\u540c\u5e7412\u6708\uff0cKwinana\u6c22\u6c27\u5316\u9502\u5de5\u5382\u4e00\u671f\u542f\u52a8\u5546\u4e1a\u5316\u751f\u4ea7\uff0c\u4e8c\u671f\u9884\u8ba1\u5c06\u57282024\u5e74\u8fdb\u5165\u8bd5\u751f\u4ea7\uff0c\u5168\u90e8\u4e0a\u7ebf\u540e\u5e74\u4ea7\u80fd\u5c06\u8fbe4.8\u4e07\u5428\u3002<\/p>\n

5. Mineral Resources<\/h2>\n

\u5e02\u503c\uff1a98.6\u4ebf\u7f8e\u5143<\/p>\n

\u6fb3\u5927\u5229\u4e9a\u7684\u9502\u548c\u94c1\u77ff\u77f3\u516c\u53f8Mineral Resources (ASX:MIN,OTC Pink:MALRF)\u6709\u4e24\u5ea7\u9502\u77ff\uff0c\u5206\u522b\u662f\u8ddf\u8d63\u950b\u9502\u4e1a\u5408\u8d44\uff0850%\uff09\u7684Mount Marion\uff0c\u4ee5\u53ca\u8ddf\u96c5\u4fdd\u5408\u8d44\uff0850%\uff09\u7684Wodgina\u786c\u5ca9\u9502\u77ff\u30022022\u5e742\u6708\uff0c\u96c5\u4fdd\u548cMinRes\u91cd\u7ec4MARBL\u5408\u8d44\u4f01\u4e1a\uff0cMinRes\u5c06\u6536\u8d2d\u96c5\u4fdd\u5728\u4e2d\u56fd\u5e7f\u897f\u94a6\u5dde\u548c\u56db\u5ddd\u7709\u5c71\u5de5\u538250%\u7684\u6743\u76ca\u3002<\/p>\n

6. Pilbara Minerals<\/h2>\n

\u5e02\u503c\uff1a70.9\u4ebf\u7f8e\u5143<\/p>\n

Pilbara Minerals (ASX:PLS,OTC Pink:PILBF)\u5168\u8d44\u6240\u6709\u897f\u6fb3\u5927\u5229\u4e9a\u5dde\u7684Pilgangoora\u9502\u94bd\u8d44\u4ea7\uff0c\u8be5\u77ff2019\u5e74\u542f\u52a8\u5546\u4e1a\u5316\u751f\u4ea7\u3002Pilbara\u5df2\u7ecf\u8ddf\u8d63\u950b\u9502\u4e1a\u3001General Lithium\u3001\u957f\u57ce\u6c7d\u8f66Great Wall Motor (OTC Pink:GWLLF,HKEX:2333)\u3001POSCO\uff08NYSE:PKX\uff09\u3001\u5b81\u5fb7\u65f6\u4ee3CATL (SZSE:300750)\u4ee5\u53ca\u5929\u5b9c\u9502\u4e1a\u5efa\u7acb\u4e86\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u3002<\/p>\n

7. \u6c38\u5174\u6750\u6599<\/h2>\n

\u5e02\u503c\uff1a51.3\u4ebf\u7f8e\u5143<\/p>\n

\u6c38\u5174\u7279\u79cd\u6750\u6599\u79d1\u6280\u80a1\u4efd\u6709\u9650\u516c\u53f8\u4f4d\u4e8e\u4e2d\u56fd\u6c5f\u897f\u7701\u7684\u9502\u77ff\u5df2\u4e8e2018\u5e74\u6295\u4ea7\uff0c\u76ee\u524d\u5e74\u4ea7\u78b3\u9178\u95023\u4e07\u5428\u30022022\u5e742\u6708\uff0c\u6c38\u5174\u5ba3\u5e03\u4e0e\u6c5f\u897f\u94a8\u4e1a\u7ec4\u5efa\u6301\u80a1\u6bd4\u4f8b\u4e3a49\/51\u5408\u8d44\u4f01\u4e1a\uff0c\u5efa\u8bbe\u4e00\u5bb6\u5e74\u4ea72\u4e07\u5428\u78b3\u9178\u9502\u7684\u5de5\u5382\u3002\u4e00\u65e6\u5b8c\u6210\uff0c\u6c38\u5174\u7684\u78b3\u9178\u9502\u5e74\u4ea7\u80fd\u5c06\u8fbe\u52305\u4e07\u5428\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\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\u8fc7\u53bb\u51e0\u5e74\u4e2d\u56fd\u9502\u4e1a\u8fc5\u901f\u5d1b\u8d77\uff0c2022\u5e74 […]<\/p>\n","protected":false},"author":27,"featured_media":489278,"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":[730,893,661,816],"class_list":["post-456224","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-730","tag-893","tag-661","tag-816","sectors-mining-zh-hans","sectors-energy-metals-sch","locations-china-zh-hans","locations-849","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/456224","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=456224"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/456224\/revisions"}],"predecessor-version":[{"id":489282,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/456224\/revisions\/489282"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/489278"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=456224"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=456224"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=456224"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}