{"id":468100,"date":"2023-07-27T00:00:45","date_gmt":"2023-07-27T07:00:45","guid":{"rendered":"https:\/\/nai500.com\/?p=468100"},"modified":"2023-07-27T00:02:17","modified_gmt":"2023-07-27T07:02:17","slug":"%e6%b7%98%e9%87%91%e7%83%ad-%e5%b8%83%e5%b1%80-3%e5%8f%aa-%e7%a8%80%e5%9c%9f-%e9%87%91%e5%b1%9e-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/07\/%e6%b7%98%e9%87%91%e7%83%ad-%e5%b8%83%e5%b1%80-3%e5%8f%aa-%e7%a8%80%e5%9c%9f-%e9%87%91%e5%b1%9e-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u4e0b\u4e00\u6ce2\u6dd8\u91d1\u70ed\u5373\u5c06\u5230\u6765\uff0c\u63d0\u524d\u5e03\u5c40\u8fd93\u53ea\u7a00\u571f\u91d1\u5c5e\u80a1\u7968"},"content":{"rendered":"<p>\u968f\u7740\u4e16\u754c\u5404\u56fd\u52aa\u529b\u786e\u4fdd\u954d\u3001\u94b4\u3001\u94dd\u548c\u5176\u4ed6\u91d1\u5c5e\u7684\u53ef\u9760\u4f9b\u5e94\uff0c\u4ece\u7535\u52a8\u6c7d\u8f66\u5230\u667a\u80fd\u624b\u673a\uff0c\u5bf9\u7a00\u571f\u91d1\u5c5e\u7684\u9700\u6c42\u4e0d\u65ad\u589e\u52a0\u3002\u540c\u65f6\uff0c\u94bd\u3001\u9553\u548c\u94cc\u7b49\u7a00\u571f\u91d1\u5c5e\u5bf9\u7535\u5bb9\u5668\u3001\u96c6\u6210\u7535\u8def\u548c\u534a\u5bfc\u4f53\u4e5f\u975e\u5e38\u91cd\u8981\u3002\u968f\u7740\u5168\u4e16\u754c\u8d8a\u6765\u8d8a\u4f9d\u8d56\u9ad8\u65b0\u6280\u672f\uff0c\u5bf9\u8fd9\u4e9b\u91d1\u5c5e\u7684\u9700\u6c42\u4e5f\u968f\u4e4b\u589e\u52a0\u3002<\/p>\n<p>\u636eFortune Business Insights\u9884\u6d4b\uff0c\u52302028\u5e74\uff0c\u5168\u7403\u7a00\u571f\u91d1\u5c5e\u5e02\u573a\u5c06\u589e\u957f\u523055.2\u4ebf\u7f8e\u5143\u3002\u4e0e2021\u5e7428.3\u4ebf\u7f8e\u5143\u7684\u5e02\u573a\u89c4\u6a21\u76f8\u6bd4\uff0c\u51e0\u4e4e\u7ffb\u4e86\u4e00\u756a\u3002\u63a8\u52a8\u8fd9\u4e00\u589e\u957f\u7684\u80cc\u540e\u662f\u77ff\u4e1a\u516c\u53f8\uff0c\u5305\u62ec\u4e13\u95e8\u4ece\u4e8b\u4ece\u52a0\u62ff\u5927\u5317\u6781\u5230\u5357\u7f8e\u4e1b\u6797\u7b49\u901a\u5e38\u8352\u51c9\u7684\u73af\u5883\u4e2d\u4ece\u5730\u4e0b\u5f00\u91c7\u7a00\u571f\u91d1\u5c5e\u7684\u516c\u53f8\u3002\u800c\u968f\u7740\u7a00\u571f\u91d1\u5c5e\u9700\u6c42\u7684\u589e\u957f\uff0c\u76f8\u5173\u5f00\u91c7\u91d1\u5c5e\u7684\u516c\u53f8\u80a1\u7968\u4e5f\u5c06\u968f\u4e4b\u589e\u957f\u3002\u5728\u7a00\u571f\u91d1\u5c5e\u7684\u4e0b\u4e00\u4e2a\u6dd8\u91d1\u70ed\u6765\u4e34\u4e4b\u524d\uff0c\u4e0b\u9762\u8fd9\u4e09\u53ea\u80a1\u7968\u73b0\u5728\u5c31\u53ef\u4ee5\u4e70\u5165\u3002<\/p>\n<h2><strong><b>BHP Group (BHP)<\/b><\/strong><\/h2>\n<p>\u6fb3\u5927\u5229\u4e9a\u77ff\u4e1a\u5de8\u5934\u5fc5\u548c\u5fc5\u62d3\u96c6\u56e2<strong><b>BHP Group<\/b><\/strong>\u00a0(NYSE:<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=BHP\"><strong><u><b>BHP<\/b><\/u><\/strong><\/a>)\u5728\u5168\u7403\u8303\u56f4\u5185\u6316\u6398\u7a00\u571f\u91d1\u5c5e\uff0c\u5176\u4e2d\u5305\u62ec\u4e16\u754c\u4e0a\u6700\u5927\u7684\u7a00\u571f\u4f9b\u5e94\u56fd\u4e4b\u4e00\u52a0\u62ff\u5927\u3002\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0c\u5fc5\u548c\u5fc5\u62d3\u5f00\u91c7\u7684\u954d\u662f\u7535\u52a8\u6c7d\u8f66\u7535\u6c60\u7684\u91cd\u8981\u6210\u5206\u3002\u8be5\u516c\u53f8\u8fd8\u5f00\u91c7\u7528\u4e8e\u7535\u5b50\u8bbe\u5907\u4e2d\u7684\u94dc\u548c\u94dd\u7b49\u7a00\u571f\u91d1\u5c5e\u3002\u6700\u8fd1\uff0c\u5fc5\u548c\u5fc5\u62d3\u5ba3\u5e03\u4e0eLynas Rare Earths\u5efa\u7acb\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u8fd9\u5c06\u4fc3\u8fdb\u5176\u7a00\u571f\u91d1\u5c5e\u7684\u7a33\u5b9a\u4f9b\u5e94\u3002<\/p>\n<p>\u9664\u4e86\u5728\u7a00\u571f\u91d1\u5c5e\u5f00\u91c7\u548c\u751f\u4ea7\u9886\u57df\u7684\u9886\u5148\u5730\u4f4d\u5916\uff0c\u5fc5\u548c\u5fc5\u62d3\u80a1\u7968\u8fd8\u6709\u5176\u4ed6\u503c\u5f97\u6295\u8d44\u8005\u5173\u6ce8\u7684\u539f\u56e0\u3002\u5fc5\u548c\u5fc5\u62d3\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e3a\u6b62\u4ec5\u5c0f\u5e45\u4e0a\u6da8\u4e865%\uff0c\u800c\u76ee\u524d\u7684\u4ea4\u6613\u4ef7\u683c\u4ec5\u4e3a\u672a\u6765\u76c8\u5229\u9884\u671f\u76845\u500d\uff0c\u4f30\u503c\u5f88\u4fbf\u5b9c\u3002\u6b64\u5916\uff0c\u5fc5\u548c\u5fc5\u62d3\u6bcf\u5b63\u5ea6\u652f\u4ed8\u6bcf\u80a11.33\u7f8e\u5143\u7684\u80a1\u606f\uff0c\u4e3a\u80a1\u4e1c\u63d0\u4f9b\u9ad8\u8fbe8.25%\u7684\u6536\u76ca\u7387\u3002\u4ece\u4f30\u503c\u3001\u80a1\u606f\u548c\u672a\u6765\u589e\u957f\u524d\u666f\u6765\u770b\uff0c\u5fc5\u548c\u5fc5\u62d3\u80a1\u7968\u65e0\u7591\u662f\u5f53\u4e0b\u503c\u5f97\u4e70\u5165\u7684\u4e00\u53ea\u7a00\u571f\u91d1\u5c5e\u80a1\u7968\u3002<\/p>\n<h2><strong><b>Vale SA (VALE)<\/b><\/strong><\/h2>\n<p>\u63a5\u4e0b\u6765\u662f\u5df4\u897f\u77ff\u4e1a\u516c\u53f8\u6de1\u6c34\u6cb3\u8c37\u516c\u53f8<strong><b>Vale SA<\/b><\/strong>\u00a0(NYSE:<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=VALE\"><strong><u><b>VALE<\/b><\/u><\/strong><\/a>)\u3002\u6de1\u6c34\u6cb3\u8c37\u662f\u5168\u7403\u6700\u5927\u7684\u954d\u751f\u4ea7\u5546\uff0c\u800c\u954d\u53c8\u662f\u7535\u52a8\u6c7d\u8f66\u7535\u6c60\u3001\u7b14\u8bb0\u672c\u7535\u8111\u3001\u6570\u7801\u76f8\u673a\u548c\u5176\u4ed6\u79d1\u6280\u8bbe\u5907\u7684\u91cd\u8981\u539f\u6750\u6599\u3002\u867d\u7136\u6de1\u6c34\u6cb3\u8c37\u7684\u80a1\u4ef7\u5728\u8fc7\u53bb12\u4e2a\u6708\u91cc\u5c0f\u5e45\u4e0a\u6da8\u4e8615%\uff0c\u4f46\u8bb8\u591a\u5206\u6790\u5e08\u8ba4\u4e3a\uff0c\u5728\u5bf9\u8be5\u516c\u53f8\u4ece\u5730\u4e0b\u6316\u6398\u51fa\u7684\u954d\u548c\u5176\u4ed6\u91d1\u5c5e\u7684\u7206\u70b8\u6027\u9700\u6c42\u63a8\u52a8\u4e0b\uff0c\u80a1\u4ef7\u98d9\u5347\u53ea\u662f\u65f6\u95f4\u95ee\u9898\u3002<\/p>\n<p>\u6839\u636e\u521a\u521a\u5ba3\u5e03\u7684\u6d88\u606f\uff0c\u6de1\u6c34\u6cb3\u8c37\u516c\u53f8\u5373\u5c06\u4ee525\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u5411\u6c99\u7279\u963f\u62c9\u4f2f\u4e3b\u6743\u8d22\u5bcc\u57fa\u91d1\u548c\u56fd\u6709\u77ff\u4e1a\u516c\u53f8\u51fa\u552e\u517610%\u7684\u57fa\u672c\u91d1\u5c5e\u4e1a\u52a1\u3002\u7531\u4e8e\u6b64\u6b21\u51fa\u552e\u6b63\u503c\u6de1\u6c34\u6cb3\u8c37\u4ece\u5730\u4e0b\u5f00\u91c7\u7684\u8bb8\u591a\u7a00\u571f\u91d1\u5c5e\u4ef7\u683c\u6ce2\u52a8\u4e4b\u9645\uff0c\u8fd9\u5bfc\u81f4\u8be5\u516c\u53f8\u80a1\u4ef7\u4e0b\u8dcc\u3002\u7136\u800c\uff0c\u4e0e\u7ade\u4e89\u5bf9\u624b\u5fc5\u548c\u5fc5\u62d3\u96c6\u56e2\uff08BHP Group\uff09\u4e00\u6837\uff0c\u6de1\u6c34\u6cb3\u8c37\u76ee\u524d\u7684\u4f30\u503c\u6781\u4f4e\uff0c\u8fdc\u671f\u5e02\u76c8\u7387\u4ec5\u4e3a\u56db\u500d\u3002\u6de1\u6c34\u6cb3\u8c37\u80a1\u7968\u6d3e\u53d1\u6bcf\u80a127\u7f8e\u5206\u7684\u80a1\u606f\uff0c\u80a1\u606f\u6536\u76ca\u7387\u9ad8\u8fbe7.13%\u3002<\/p>\n<h2><strong><b>MP Materials (MP)<\/b><\/strong><\/h2>\n<p><strong><b>MP Materials<\/b><\/strong>\u00a0(NYSE:<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=MP\"><strong><u><b>MP<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u53ea\u4e13\u4e1a\u7a00\u571f\u91d1\u5c5e\u516c\u53f8\uff0c\u62e5\u6709\u5e76\u7ecf\u8425\u7740\u7f8e\u56fd\u552f\u4e00\u7684\u7a00\u571f\u91d1\u5c5e\u77ff\u5c71\u548c\u52a0\u5de5\u4e2d\u5fc3Mountain Pass\u77ff\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u9ad8\u5ea6\u4e13\u4e1a\u5316\u7684\u7a00\u6709\u91d1\u5c5e\u9495-\u9568\uff08NdPr\uff09\uff0c\u8fd9\u79cd\u91d1\u5c5e\u7528\u4e8e\u4e3a\u7535\u52a8\u6c7d\u8f66\u7535\u673a\u3001\u98ce\u529b\u6da1\u8f6e\u673a\u3001\u65e0\u4eba\u673a\u3001\u5404\u79cd\u673a\u5668\u4eba\u548c\u5176\u4ed6\u4f7f\u7528\u5148\u8fdb\u8fd0\u52a8\u7cfb\u7edf\u7684\u6280\u672f\u63d0\u4f9b\u52a8\u529b\u7684\u78c1\u94c1\u4e2d\u3002<\/p>\n<p>\u7531\u4e8e\u9ad8\u5ea6\u4e13\u6ce8\u4e8e\u7a00\u571f\u9886\u57df\uff0cMP\u80a1\u7968\u5728\u7a00\u571f\u91d1\u5c5e\u7c7b\u80a1\u7968\u4e2d\u8868\u73b0\u5f3a\u52b2\u3002\u81ea2020\u5e74\u4e0a\u5e02\u4ee5\u6765\uff0cMP Materials\u7684\u80a1\u4ef7\u5df2\u4e0a\u6da8\u4e86140%\u3002\u867d\u7136\u80a1\u4ef7\u6da8\u4e86\u4e00\u500d\u591a\uff0c\u4f46\u76ee\u524d\u7684\u80a1\u4ef7\u5bf9\u5e94\u7684\u5e02\u76c8\u7387\u662f18\u500d\uff0c\u5904\u5728\u5408\u7406\u533a\u95f4\u5185\u3002\u4e0d\u8fc7\uff0c\u63d0\u9192\u6295\u8d44\u8005\u7684\u662f\uff0c\u4e0e\u5fc5\u548c\u5fc5\u62d3\u548c\u6de1\u6c34\u6cb3\u8c37\u8fd9\u4e24\u53ea\u80a1\u7968\u76f8\u6bd4\uff0cMP\u00a0Materials\u76ee\u524d\u5c1a\u672a\u652f\u4ed8\u80a1\u606f\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u968f\u7740\u4e16\u754c\u5404\u56fd\u52aa\u529b\u786e\u4fdd\u954d\u3001\u94b4\u3001\u94dd\u548c\u5176\u4ed6\u91d1\u5c5e\u7684\u53ef\u9760\u4f9b\u5e94\uff0c\u4ece\u7535\u52a8\u6c7d\u8f66\u5230\u667a\u80fd\u624b\u673a\uff0c\u5bf9\u7a00\u571f\u91d1\u5c5e\u7684\u9700\u6c42\u4e0d\u65ad\u589e\u52a0\u3002\u540c\u65f6\uff0c\u94bd\u3001 [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":320883,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[926,1997,1859,661],"class_list":["post-468100","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-926","tag-1997","tag-1859","tag-661","sectors-mining-zh-hans","sectors-energy-metals-sch","locations-canada-zh-hans","locations-europe-zh-hans","locations-849","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/468100","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=468100"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/468100\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/320883"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=468100"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=468100"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=468100"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}