{"id":482935,"date":"2024-01-10T19:39:09","date_gmt":"2024-01-11T03:39:09","guid":{"rendered":"https:\/\/nai500.com\/?p=482935"},"modified":"2024-01-10T19:39:09","modified_gmt":"2024-01-11T03:39:09","slug":"%e9%94%82%e4%bb%b7-%e5%89%8d%e9%80%94-%e6%9c%aa%e5%8d%9c-%e5%87%a0%e5%8f%aa-%e9%94%82%e7%9f%bf%e8%82%a1-1%e6%9c%88%e4%bb%bd-%e6%94%be%e5%bf%83-%e4%b9%b0%e5%85%a5","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/01\/%e9%94%82%e4%bb%b7-%e5%89%8d%e9%80%94-%e6%9c%aa%e5%8d%9c-%e5%87%a0%e5%8f%aa-%e9%94%82%e7%9f%bf%e8%82%a1-1%e6%9c%88%e4%bb%bd-%e6%94%be%e5%bf%83-%e4%b9%b0%e5%85%a5\/","title":{"rendered":"\u9502\u4ef7\u524d\u9014\u672a\u535c\uff0c\u4f46\u662f\u8fd9\u51e0\u53ea\u9502\u77ff\u80a11\u6708\u4efd\u53ef\u4ee5\u653e\u5fc3\u4e70\u5165"},"content":{"rendered":"<p>\u9502\u4ef72023\u5e74\u5927\u5e45\u4e0b\u8dcc\uff0c\u800c\u4e14\u5373\u4f7f\u5728\u7535\u52a8\u8f66\u666e\u53ca\u523a\u6fc0\u9502\u9700\u6c42\u7684\u60c5\u51b5\u4e0b\uff0c\u5206\u6790\u5e08\u5bf9\u4e8e2024\u5e74\u7684\u4ef7\u683c\u5c55\u671b\u4ecd\u4e0d\u4e50\u89c2\u3002\u4e00\u4e9b\u5206\u6790\u5e08\u9884\u6d4b\uff0c\u5168\u7403\u9502\u77ed\u7f3a\u6700\u65e9\u8981\u57282025\u5e74\u624d\u4f1a\u51fa\u73b0\u3002<\/p>\n<p>\u8003\u8651\u5230\u9502\u5e02\u573a\u7684\u60b2\u89c2\u60c5\u7eea\uff0c\u73b0\u5728\u5e94\u8be5\u662f\u5728\u4f4e\u4f4d\u8d2d\u4e70\u4f18\u8d28\u9502\u77ff\u80a1\u7684\u597d\u65f6\u673a\u3002\u968f\u7740\u9502\u4ef7\u66b4\u8dcc\uff0c\u9502\u77ff\u80a1\u7684\u4ef7\u503c\u88ab\u4e25\u91cd\u4f4e\u4f30\u3002\u5bf9\u4e8e\u57fa\u672c\u9762\u575a\u5b9e\u7684\u9502\u751f\u4ea7\u5546\u6765\u8bf4\uff0c\u7b49\u5230\u9502\u4ef7\u590d\u82cf\u65f6\uff0c\u53ef\u80fd\u4e3a\u6295\u8d44\u8005\u5e26\u6765\u51e0\u500d\u7684\u56de\u62a5\uff0c\u6bd4\u5982\u4e0b\u9762\u8fd9\u4e09\u53ea\u80a1\u7968\u3002<\/p>\n<h2><strong><b>Lithium Americas (LAC)<\/b><\/strong><\/h2>\n<p><strong><b>Lithium Americas<\/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=LAC\"><strong><u><b>LAC<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u53ea\u6709\u53ef\u80fd\u5b9e\u73b0\u51e0\u500d\u56de\u62a5\u7684\u9502\u77ff\u80a1\uff0c\u5f53\u524d\u80a1\u4ef7\u4ec5\u4e3a6\u7f8e\u5143\u3002\u5c3d\u7ba1\u4e0e\u5927\u591a\u6570\u9502\u77ff\u80a1\u4e00\u6837\uff0c\u80a1\u4ef7\u8fc7\u53bb\u4e00\u5e74\u4e0b\u8dcc\u5e45\u5ea6\u4e5f\u5f88\u5927\uff0c\u4f46\u8003\u8651\u5230\u8d44\u4ea7\u6f5c\u529b\uff0c\u5728\u4e0b\u8dcc\u4e2d\u5206\u6279\u4e70\u5165Lithium Americas\u610f\u4e49\u91cd\u5927\u3002<\/p>\n<p>Lithium Americas\u62e5\u6709\u7f8e\u56fdThacker Pass\u9879\u76ee\u7684\u6240\u6709\u6743\u3002\u8fd9\u9879\u8d44\u4ea7\u662f\u7f8e\u56fd\u5df2\u77e5\u6700\u5927\u7684\u5df2\u6d4b\u5b9a\u548c\u6307\u793a\u9502\u8d44\u6e90\uff0c\u4e5f\u662f\u552f\u4e00\u83b7\u5f97\u5b8c\u5168\u8bb8\u53ef\u7684\u9502\u9879\u76ee\uff0c\u7a0e\u540e\u51c0\u73b0\u503c\u9ad8\u8fbe57\u4ebf\u7f8e\u5143\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0cLithium Americas\u76ee\u524d\u7684\u5e02\u573a\u4f30\u503c\u4ec5\u4e3a10\u4ebf\u7f8e\u5143\uff0c\u4ef7\u503c\u5b58\u5728\u88ab\u4f4e\u4f30\u7684\u53ef\u80fd\u30022023\u5e74\uff0c\u7f8e\u56fd\u901a\u7528\u6c7d\u8f66\u516c\u53f8\u4e3a\u8be5\u9879\u76ee\u5206\u4e24\u6279\u6ce8\u5165\u4e866.5\u4ebf\u7f8e\u5143\u7684\u8d44\u91d1\uff0c\u89e3\u51b3\u4e86\u786e\u4fdd\u9879\u76ee\u5b8c\u5de5\u7684\u878d\u8d44\u95ee\u9898\uff0c\u5e76\u7b7e\u8ba2\u4e86\u4e3a\u671f\u5341\u5e74\u7684\u7b2c\u4e00\u9636\u6bb5\u751f\u4ea7\u627f\u8d2d\u534f\u8bae\u3002<\/p>\n<h2><strong><b>Albemarle Corporation (ALB)<\/b><\/strong><\/h2>\n<p>\u4f5c\u4e3a\u9502\u77ff\u80a1\u4e2d\u7684\u84dd\u7b79\u80a1\uff0c<strong><b>Albemarle Corporation<\/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=ALB\"><strong><u><b>ALB<\/b><\/u><\/strong><\/a>)\u76ee\u524d\u7684\u80a1\u4ef7\u5f88\u6709\u5438\u5f15\u529b\uff0c\u8fdc\u671f\u5e02\u76c8\u7387\uff08P\/E\uff09\u4ec5\u4e3a6.3\u500d\uff0c\u800c\u4e14\u8fd8\u63d0\u4f9b1.17%\u7684\u80a1\u606f\u6536\u76ca\u3002\u6309\u7167\u76ee\u524d\u7684\u4f30\u503c\uff0c\u5728\u9502\u4ef7\u8d8b\u4e8e\u5e73\u7a33\u6216\u8005\u5c0f\u5e45\u4e0a\u6da8\u7684\u60c5\u51b5\u4e0b\uff0c\u8fd9\u53ea\u9502\u77ff\u80a1\u7684\u4e0b\u8dcc\u7a7a\u95f4\u5f88\u6709\u9650\uff0c\u800c\u4e0a\u6da8\u6f5c\u529b\u5de8\u5927\u3002<\/p>\n<p>\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0c\u5373\u4f7f\u5728\u9502\u4ef7\u4f4e\u8ff7\u7684\u60c5\u51b5\u4e0b\uff0cAlbemarle 2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u5165\u4ecd\u589e\u957f\u4e8610%\uff0c\u8fbe\u523023\u4ebf\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u8c03\u6574\u540e\u7684EBITDA\u4e3a4.533 \u4ebf\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u5168\u5e74\u8fd0\u8425\u73b0\u91d1\u6d41\u4e3a7\u4ebf\u7f8e\u5143\u30022024\u5e74\uff0c\u9502\u4ef7\u8c03\u6574\u6700\u6b8b\u9177\u7684\u65f6\u5019\u53ef\u80fd\u5df2\u7ecf\u8fc7\u53bb\u3002\u968f\u7740Albemarle\u5728\u9502\u8f6c\u5316\u4ea7\u80fd\u6269\u5f20\u65b9\u9762\u7684\u6295\u8d44\uff0c\u9884\u8ba1\u672a\u6765\u51e0\u5e74\u7684\u76c8\u5229\u5c06\u5341\u5206\u5f3a\u52b2\u3002\u4ece2022\u5e74\u52302027\u5e74\uff0c\u8be5\u516c\u53f8\u7684\u76ee\u6807\u662f\u5c06\u9502\u8f6c\u5316\u80fd\u529b\u63d0\u9ad8\u4e24\u500d\uff0c\u8fbe\u523060\u4e07\u5428\/\u5e74\u3002\u56e0\u6b64\uff0c\u5728\u5e02\u573a\u60c5\u7eea\u4f4e\u8ff7\u65f6\u8fdb\u884c\u6295\u8d44\u662f\u660e\u667a\u4e4b\u4e3e\u3002<\/p>\n<h2><strong><b>Standard Lithium (SLI)<\/b><\/strong><\/h2>\n<p><strong><b>Standard Lithium<\/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=SLI\"><strong><u><b>SLI<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u53ea\u4f4e\u4ef7\u9502\u77ff\u80a1\u3002\u5982\u679c\u9502\u4ef7\u5728\u672a\u6765\u51e0\u5e74\u98d9\u5347\u5e76\u7ef4\u6301\u5728\u8f83\u9ad8\u6c34\u5e73\uff0c\u6295\u8d44\u8fd9\u53ea\u5c0f\u76d8\u80a1\u6709\u53ef\u80fd\u5e26\u676510\u500d\u7684\u56de\u62a5\u3002\u8be5\u516c\u53f8\u7684\u65d7\u8230\u9879\u76ee\u4f4d\u4e8e\u7f8e\u56fd\u963f\u80af\u8272\u5dde\u5357\u90e8\uff0c\u77ff\u5c71\u7684\u51c0\u73b0\u503c\u4e3a45\u4ebf\u7f8e\u5143\uff0c\u800c\u76ee\u524d\u7684\u5e02\u573a\u4f30\u503c\u4ec5\u4e3a3.3\u4ebf\u7f8e\u5143\u3002\u4f30\u503c\u88ab\u4e25\u91cd\u4f4e\u4f30\u7684\u539f\u56e0\u4e4b\u4e00\u662f\u9502\u4ef7\u66b4\u8dcc\u3002<\/p>\n<p>\u53e6\u4e00\u4e2a\u539f\u56e0\u662f\uff0c\u9879\u76ee\u5f00\u53d1\u6210\u672c\u4e3a13\u4ebf\u7f8e\u5143\u3002\u5982\u679c\u8be5\u9879\u76ee\u672a\u6765\u80fd\u591f\u987a\u5229\u83b7\u5f97\u878d\u8d44\uff0cStandard Lithium\u7684\u80a1\u4ef7\u5c06\u4e00\u98de\u51b2\u5929\u3002\u8fd9\u91cc\u8981\u8865\u5145\u4e00\u70b9\u7684\u662f\uff0cLanxess\u9879\u76ee\u7a0e\u540e\u51c0\u73b0\u503c\u5df2\u7ecf\u8fbe\u52307.72\u4ebf\u7f8e\u5143\u3002\u56e0\u6b64\uff0c\u51ed\u501f\u5728\u8d44\u4ea7\u65b9\u9762\u7684\u5de8\u5927\u7684\u6f5c\u529b\uff0c\u8be5\u516c\u53f8\u5982\u679c\u5728\u672a\u6765\u51e0\u5e74\u5185\u5f00\u53d1\u8be5\u9879\u76ee\u5e76\u83b7\u5f97\u5145\u8db3\u7684\u8d44\u91d1\uff0c\u80a1\u4ef7\u4e00\u98de\u51b2\u5929\u662f\u975e\u5e38\u5bb9\u6613\u7684\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u9502\u4ef72023\u5e74\u5927\u5e45\u4e0b\u8dcc\uff0c\u800c\u4e14\u5373\u4f7f\u5728\u7535\u52a8\u8f66\u666e\u53ca\u523a\u6fc0\u9502\u9700\u6c42\u7684\u60c5\u51b5\u4e0b\uff0c\u5206\u6790\u5e08\u5bf9\u4e8e2024\u5e74\u7684\u4ef7\u683c\u5c55\u671b\u4ecd\u4e0d\u4e50\u89c2\u3002\u4e00\u4e9b\u5206 [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":414406,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[2158,733,661,816],"class_list":["post-482935","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-2158","tag-733","tag-661","tag-816","sectors-mining-zh-hans","sectors-energy-metals-sch","locations-canada-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/482935","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=482935"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/482935\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/414406"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=482935"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=482935"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=482935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}