{"id":562371,"date":"2025-01-07T18:03:33","date_gmt":"2025-01-08T02:03:33","guid":{"rendered":"https:\/\/nai500.com\/?p=562371"},"modified":"2025-01-07T18:03:33","modified_gmt":"2025-01-08T02:03:33","slug":"%e9%93%82%e9%87%91-%e9%92%af%e9%87%91-%e4%ba%a7%e9%87%8f-%e6%9c%80%e9%ab%98-%e5%9b%bd%e5%ae%b6-2024%e5%b9%b4-%e6%9b%b4%e6%96%b0","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/01\/%e9%93%82%e9%87%91-%e9%92%af%e9%87%91-%e4%ba%a7%e9%87%8f-%e6%9c%80%e9%ab%98-%e5%9b%bd%e5%ae%b6-2024%e5%b9%b4-%e6%9b%b4%e6%96%b0\/","title":{"rendered":"\u5168\u4e16\u754c\u94c2\u91d1\u548c\u94af\u91d1\u4ea7\u91cf\u6700\u9ad8\u7684\u4e94\u4e2a\u56fd\u5bb6\uff082024\u5e74\u66f4\u65b0\uff09"},"content":{"rendered":"

\u94c2\u65cf\u91d1\u5c5e\uff08PGMs\uff09\u5305\u62ec\u94c2\u91d1\u3001\u94af\u91d1\u3001\u94d1\u548c\u5176\u4ed6\u91d1\u5c5e\uff0c\u662f\u5168\u7403\u7ecf\u6d4e\u5fc5\u4e0d\u53ef\u7f3a\u7684\u539f\u6750\u6599\u3002\u5176\u4e2d\uff0c\u6c7d\u8f66\u884c\u4e1a\u662f\u94c2\u65cf\u91d1\u5c5e\u5728\u5168\u7403\u8303\u56f4\u5185\u6700\u5927\u7684\u6d88\u8d39\u5e02\u573a\uff0c\u4e3b\u8981\u7528\u4e8e\u6c7d\u8f66\u6392\u6c14\u7cfb\u7edf\u7684\u50ac\u5316\u8f6c\u6362\u5668\u3002\u8003\u8651\u5230\u672a\u6765\u51e0\u5e74\u6c7d\u8f66\u4ea7\u91cf\u5c06\u56de\u5347\u5e76\u6301\u7eed\u589e\u957f\uff0c\u8fd9\u5c06\u589e\u52a0\u5bf9\u94c2\u65cf\u91d1\u5c5e\u7684\u9700\u6c42\uff0c\u5c24\u5176\u662f\u5bf9\u94c2\u91d1\u548c\u94af\u91d1\u7684\u9700\u6c42\u3002\u800c\u4f9b\u5e94\u65b9\u9762\uff0c\u9884\u8ba12024\u5e74\u53ca\u4ee5\u540e\uff0c\u94c2\u91d1\u5e02\u573a\u5c06\u9677\u5165\u4e25\u91cd\u77ed\u7f3a\u3002<\/p>\n

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1. <\/b><\/strong>\u5357\u975e<\/b><\/strong><\/h3>\n

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\n\u94c2\u65cf\u91d1\u5c5e\u50a8\u91cf\uff1a6300\u4e07\u5343\u514b<\/p>\n

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2. <\/b><\/strong>\u4fc4\u7f57\u65af<\/b><\/strong><\/h3>\n

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3. <\/b><\/strong>\u6d25\u5df4\u5e03\u97e6<\/b><\/strong><\/h3>\n

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\n\u94c2\u65cf\u91d1\u5c5e\u50a8\u91cf\uff1a120\u4e07\u5343\u514b<\/p>\n

2022\u5e7410\u6708\uff0c\u6d25\u5df4\u5e03\u97e6\u4fee\u6539\u653f\u7b56\uff0c\u5141\u8bb8\u653f\u5e9c\u50a8\u5907\u5305\u62ec\u94c2\u65cf\u91d1\u5c5e\u5728\u5185\u7684\u5b9e\u7269\u91d1\u5c5e\u3002\u6d25\u5df4\u5e03\u97e6\u8fd8\u4fee\u6539\u4e86\u73b0\u91d1\u7279\u8bb8\u6743\u4f7f\u7528\u8d39\u653f\u7b56\uff0c\u77ff\u5546\u5c06\u57fa\u4e8e\u4ea7\u91cf\u652f\u4ed8\u7531\u73b0\u91d1\u548c\u7cbe\u70bc\u5b9e\u7269\u91d1\u5c5e\u7ec4\u6210\u7684\u7279\u8bb8\u6743\u4f7f\u7528\u8d39\uff0c\u65b0\u653f\u5f71\u54cd\u7684\u91d1\u5c5e\u5305\u62ec\u94c2\u65cf\u91d1\u5c5e\u3001\u9ec4\u91d1\u3001\u94bb\u77f3\u548c\u9502\u30022023\u5e741\u6708\uff0c\u6d25\u5df4\u5e03\u97e6\u5c06\u94c2\u91d1\u7684\u7279\u8bb8\u6743\u4f7f\u7528\u8d39\u8d39\u7387\u7ffb\u500d\u81f35%\uff0c\u5e76\u8ba1\u5212\u63d0\u9ad8\u9502\u7684\u7279\u8bb8\u6743\u4f7f\u7528\u8d39\u3002Implats\u6301\u80a187%\u7684Zimplats (ASX:ZIM,OTC Pink:ZMPLF)\u662f\u76ee\u524d\u8be5\u56fd\u6700\u5927\u7684\u94c2\u91d1\u77ff\u5546\u3002<\/p>\n

4. <\/b><\/strong>\u52a0\u62ff\u5927<\/b><\/strong><\/h3>\n

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2023\u5e74\uff0c\u52a0\u62ff\u5927\u7684\u94af\u91d1\u4ea7\u91cf\u9ad8\u8fbe1.6\u4e07\u5343\u514b\uff0c\u4f4d\u5c45\u5168\u7403\u7b2c\u4e09\u3002\u52a0\u62ff\u5927\u7684\u94c2\u65cf\u91d1\u5c5e\u751f\u4ea7\u4e3b\u8981\u96c6\u4e2d\u5728\u5b89\u5927\u7565\u7701\uff0c\u5176\u6b21\u662f\u9b41\u5317\u514b\u7701\u548c\u66fc\u5c3c\u6258\u5df4\u7701\u3002\u4f4d\u4e8e\u5b89\u5927\u7565\u7701\u897f\u90e8\u7684Lac des Iles\u77ff\u662f\u52a0\u62ff\u5927\u4e3b\u8981\u7684\u94c2\u65cf\u91d1\u5c5e\u751f\u4ea7\u77ff\u5c71\uff0c\u76ee\u524d\u7531Implats Canada \u62e5\u6709\u3002\u9664\u6b64\u4e4b\u5916\uff0c\u5728\u52a0\u62ff\u5927\u5176\u4ed6\u77ff\u5c71\u751f\u4ea7\u7684\u94c2\u65cf\u91d1\u5c5e\u4e3b\u8981\u662f\u4f5c\u4e3a\u751f\u4ea7\u954d\u77ff\u7684\u526f\u4ea7\u54c1\u3002<\/p>\n

5. <\/b><\/strong>\u7f8e\u56fd<\/b><\/strong><\/h3>\n

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\n\u94c2\u65cf\u91d1\u5c5e\u4ea7\u91cf\uff1a82\u4e07\u5343\u514b<\/p>\n

Sibanye Stillwater (NYSE:SBSW<\/a>)\u4f4d\u4e8e\u8499\u5927\u62ff\u5dde\u7684Stillwater Complex\u662f\u7f8e\u56fd\u552f\u4e00\u7684\u94c2\u65cf\u91d1\u5c5e\u539f\u77ff\u751f\u4ea7\u5546\u3002\u7531\u4e8e\u94af\u91d1\u4ef7\u683c\u4f4e\u5ec9\uff0cSibanye Stillwater\u4e0d\u5f97\u4e0d\u524a\u51cf\u4ea7\u91cf\uff0c\u5e76\u57282024\u5e74\u5ba3\u5e03\u88c1\u5458\u7ea6700\u4eba\u3002\u8be5\u516c\u53f8\u6307\u51fa\uff0c\u4fc4\u7f57\u65af\u7684\u94af\u91d1\u6d8c\u5165\u5e02\u573a\u538b\u4f4e\u4e86\u4ef7\u683c\u3002\u4e3a\u6b64\uff0c\u8499\u5927\u62ff\u5dde\u7684\u4e24\u4f4d\u53c2\u8bae\u5458\u63d0\u51fa\u4e86\u4e00\u9879\u6cd5\u6848\uff0c\u547c\u5401\u7981\u6b62\u8fdb\u53e3\u4fc4\u7f57\u65af\u94af\u91d1\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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