{"id":585047,"date":"2025-07-25T19:20:36","date_gmt":"2025-07-26T02:20:36","guid":{"rendered":"https:\/\/nai500.com\/?p=585047"},"modified":"2025-07-25T19:23:16","modified_gmt":"2025-07-26T02:23:16","slug":"%e9%94%82%e5%b8%82%e5%9c%ba-%e4%bd%8e%e8%bf%b7-%e5%b8%83%e5%b1%80-%e9%94%82%e7%94%b5-%e9%be%99%e5%a4%b4-%e6%97%b6%e6%9c%ba","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/07\/%e9%94%82%e5%b8%82%e5%9c%ba-%e4%bd%8e%e8%bf%b7-%e5%b8%83%e5%b1%80-%e9%94%82%e7%94%b5-%e9%be%99%e5%a4%b4-%e6%97%b6%e6%9c%ba\/","title":{"rendered":"\u9502\u5e02\u573a\u4f4e\u8ff7\u4e4b\u9645\uff0c\u6216\u8bb8\u6b63\u662f\u5e03\u5c40\u8fd9\u4e9b\u9502\u7535\u9f99\u5934\u7684\u6700\u4f73\u65f6\u673a"},"content":{"rendered":"

\u968f\u7740\u5168\u7403\u80fd\u6e90\u7ed3\u6784\u8f6c\u578b\u52a0\u901f\uff0c\u9502\u8d44\u6e90\u5df2\u4ece\u7535\u52a8\u8f66\u6838\u5fc3\u6750\u6599\u5347\u7ea7\u4e3a\u65b0\u578b\u7535\u529b\u7cfb\u7edf\u7684\u6218\u7565\u7269\u8d44\u3002Fastmarkets\u6570\u636e\u663e\u793a\uff0c2017\u5e74\u4ee5\u6765\u6570\u636e\u4e2d\u5fc3\u7535\u529b\u9700\u6c42\u5e74\u5747\u589e\u957f12%\uff0c\u63a8\u52a8\u5168\u7403\u50a8\u80fd\u7cfb\u7edf\uff08BESS\uff09\u5e02\u573a\u89c4\u6a21\u4ee535%\u7684\u5e74\u590d\u5408\u589e\u957f\u7387\u6269\u5f20\u3002\u7f8e\u56fd\u4f5c\u4e3a\u6570\u636e\u57fa\u7840\u8bbe\u65bd\u805a\u96c6\u5730\uff0c\u9884\u8ba1\u52302030\u5e74\u6570\u636e\u4e2d\u5fc3\u50a8\u80fd\u9700\u6c42\u5c06\u5360\u636e\u5168\u7f8e\u5e02\u573a\u7684\u4e09\u5206\u4e4b\u4e00\u3002<\/p>\n

\u5c3d\u7ba1\u653f\u7b56\u9762\u5b58\u5728\u6ce2\u52a8\u2014\u2014\u5305\u62ec\u7535\u52a8\u8f66\u7a0e\u6536\u62b5\u514d\u53ef\u80fd\u56de\u8c03\u7b49\u4e0d\u786e\u5b9a\u56e0\u7d20\uff0c\u4f46\u7f8e\u56fd\u9502\u4f01\u4e1a\u4ecd\u5728\u52a0\u901f\u672c\u571f\u5316\u5e03\u5c40\u3002\u622a\u81f32025\u5e747\u670822\u65e5\uff0c\u7ebd\u4ea4\u6240\u548c\u7eb3\u65af\u8fbe\u514b\u9502\u7535\u677f\u5757\u4e2d\uff0c\u667a\u5229SQM\u3001\u7f8e\u6d32\u9502\u4e1a\u548c\u963f\u6839\u5ef7\u9502\u4e1a\u4ee5\u5e74\u5185\u8d858%\u7684\u6da8\u5e45\u9886\u6da8\u540c\u884c\u3002<\/p>\n

1. <\/b><\/strong>Sociedad Qu\u00edmica y Minera (NYSE:SQM)<\/a><\/h3>\n

\u5e74\u5185\u6da8\u5e45\uff1a10.43% | \u5e02\u503c\uff1a108.2\u4ebf\u7f8e\u5143
\n<\/b><\/strong>\u4f5c\u4e3a\u5168\u7403\u6700\u5927\u76d0\u6e56\u63d0\u9502\u4f01\u4e1a\uff0cSQM\u4f9d\u6258\u667a\u5229\u963f\u5854\u5361\u739b\u76d0\u6e56\u8d44\u6e90\uff0c2024\u5e74\u521b\u4e0b\u9502\u677f\u5757\u9500\u552e\u8bb0\u5f55\u3002\u5c3d\u7ba12025\u7b2c\u4e00\u5b63\u5ea6\u56e0\u9502\u4ef7\u4f4e\u8ff7\u8425\u6536\u540c\u6bd4\u4e0b\u6ed14%\uff0c\u4f46\u5176\u4e0e\u667a\u5229\u56fd\u5bb6\u94dc\u4e1a\uff08Codelco\uff09\u7684\u5408\u4f5c\u83b7\u76d1\u7ba1\u6279\u51c6\uff0c\u989d\u5916\u5f00\u91c7\u914d\u989d\u5c06\u4fdd\u969c\u957f\u671f\u4ea7\u80fd\u3002\u5f53\u524d\u80a1\u4ef740.64\u7f8e\u5143\uff0c\u8f833\u6708\u9ad8\u70b945.61\u7f8e\u5143\u56de\u8c0311%\uff0c\u4f46\u673a\u6784\u4ecd\u770b\u597d\u5176\u6fb3\u6d32\u548c\u4e2d\u56fd\u9879\u76ee\u7684\u534f\u540c\u6548\u5e94\u3002<\/p>\n

2. <\/b><\/strong>Lithium Americas (NYSE:LAC)<\/a><\/h3>\n

\u5e74\u5185\u6da8\u5e45\uff1a9.67% | \u5e02\u503c\uff1a7.19\u4ebf\u7f8e\u5143
\n<\/b><\/strong>Lithium Americas\u805a\u7126\u5185\u534e\u8fbe\u5ddeThacker Pass\u9879\u76ee\uff0c\u8fd9\u662f\u5168\u7403\u6700\u5927\u5df2\u63a2\u660e\u9502\u8d44\u6e90\u50a8\u5907\u3002\u8be5\u9879\u76ee2025\u5e743\u6708\u83b7Orion\u57fa\u91d12.5\u4ebf\u7f8e\u5143\u6ce8\u8d44\uff0c4\u6708\u4e0e\u901a\u7528\u6c7d\u8f66\uff08\u6301\u80a138%\uff09\u6572\u5b9a\u6700\u7ec8\u6295\u8d44\u51b3\u7b56\uff0c\u9884\u8ba12027\u5e74\u5e95\u6295\u4ea7\u3002\u867d\u7136\u5e02\u503c\u6700\u5c0f\uff0c\u4f46Lithium Americas\u672c\u571f\u5316\u4f18\u52bf\u660e\u663e\uff0c\u5e74\u5185\u80a1\u4ef7\u6700\u9ad8\u89e6\u53ca3.49\u7f8e\u5143\uff0c\u73b0\u62a53.29\u7f8e\u5143\u3002<\/p>\n

3. <\/b><\/strong>Lithium Argentina (NYSE:LAR)<\/a><\/h3>\n

\u5e74\u5185\u6da8\u5e45\uff1a8.46% | \u5e02\u503c\uff1a4.67\u4ebf\u7f8e\u5143
\n<\/b><\/strong>\u524d\u8eab\u4e3aLithium Americas\u963f\u6839\u5ef7\u4e1a\u52a1\u5206\u90e8\uff0c2023\u5e7410\u6708\u5206\u62c6\u72ec\u7acb\u3002\u8be5\u516c\u53f8\u7684\u4e3b\u529b\u9879\u76eeCauchar\u00ed-Olaroz\u4e0e\u8d63\u950b\u9502\u4e1a\u5408\u8d44\u5f00\u53d1\uff0c2025\u5e74\u4ea7\u91cf\u6307\u5f153-3.5\u4e07\u5428\u78b3\u9178\u9502\u30024\u6708\u4e0e\u8d63\u950b\u7b7e\u7f72\u6ce2\u82cf\u57c3\u6d1b\u65af\u76d0\u6e56\u8054\u5408\u5f00\u53d1\u534f\u8bae\uff0c\u63a8\u52a8\u80a1\u4ef7\u81ea6\u670819\u65e5\u4ee5\u6765\u9006\u52bf\u4e0a\u6da86%\u3002<\/p>\n

\u98ce\u9669\u4e0e\u673a\u9047\u5e76\u5b58<\/b><\/strong><\/h3>\n

\u7f8e\u56fd\u300a\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u300b\u4fee\u6b63\u6848\u6216\u5c06\u9502\u539f\u6599\u672c\u571f\u5316\u6bd4\u4f8b\u8981\u6c42\u4ece40%\u63d0\u5347\u81f360%\uff0c\u76f4\u63a5\u5229\u597dLithium Americas\u7b49\u672c\u571f\u9879\u76ee\uff0c\u4f46SQM\u7b49\u6d77\u5916\u5de8\u5934\u53ef\u80fd\u9762\u4e34\u8d38\u6613\u58c1\u5792\u3002\u4e0a\u6d77\u6709\u8272\u7f51\u6570\u636e\u663e\u793a\uff0c2025\u5e74\u78b3\u9178\u9502\u73b0\u8d27\u4ef7\u7ef4\u6301\u572812-15\u4e07\u5143\/\u5428\u533a\u95f4\uff0c\u8f832024\u5e74\u9ad8\u70b9\u4e0b\u8dcc30%\uff0c\u538b\u5236\u4f01\u4e1a\u5229\u6da6\u7a7a\u95f4\u3002SQM\u4e00\u5b63\u5ea6\u51c0\u5229\u6da6\u56e0\u9502\u4ef7\u56e0\u7d20\u540c\u6bd4\u7f29\u6c3418%\u3002\u6280\u672f\u5c42\u9762\uff0c\u56fa\u6001\u7535\u6c60\u7814\u53d1\u52a0\u901f\u53ef\u80fd\u6539\u53d8\u9700\u6c42\u7ed3\u6784\uff0cBenchmark Minerals\u9884\u6d4b\uff0c2030\u5e74\u524d\u9502\u9700\u6c42\u4ecd\u5c06\u4fdd\u630117%\u7684\u5e74\u5747\u589e\u901f\u3002<\/p>\n

\u6295\u8d44\u5efa\u8bae\uff1a\u957f\u671f\u5e03\u5c40\u4f18\u9009\u8d44\u6e90\u7aef<\/b><\/strong><\/h3>\n

\u6469\u6839\u5927\u901a\u5206\u6790\u5e08\u6307\u51fa\uff1a\u62e5\u6709\u4f18\u8d28\u8d44\u6e90+\u7a33\u5b9a\u4ea7\u80fd\u91ca\u653e\u7684\u4f01\u4e1a\u5c06\u7a7f\u8d8a\u5468\u671f\u3002\u5bf9SQM\u6765\u8bf4\uff0c\u76d0\u6e56\u63d0\u9502\u6210\u672c\u5177\u5907\u4f18\u52bf\uff0c\u80a1\u606f\u73872.1%\u63d0\u4f9b\u5b89\u5168\u8fb9\u9645\uff1b\u800cLithium Americas\u00a02027\u5e74\u4ea7\u80fd\u5151\u73b0\u540e\u6216\u8fce\u4f30\u503c\u91cd\u6784\uff0c\u9002\u5408\u98ce\u9669\u504f\u597d\u578b\u6295\u8d44\u8005\uff1bLithium Argentina\u4f5c\u4e3a\u5357\u7f8e\u8d44\u6e90\u6574\u5408\u8005\uff0c\u8d63\u950b\u9502\u4e1a\u7684\u6280\u672f\u8d4b\u80fd\u53ef\u80fd\u6210\u4e3a\u63a8\u52a8\u80a1\u4ef7\u7684\u50ac\u5316\u5242\u3002<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

\u968f\u7740\u5168\u7403\u80fd\u6e90\u7ed3\u6784\u8f6c\u578b\u52a0\u901f\uff0c\u9502\u8d44\u6e90\u5df2\u4ece\u7535\u52a8\u8f66\u6838\u5fc3\u6750\u6599\u5347\u7ea7\u4e3a\u65b0\u578b\u7535\u529b\u7cfb\u7edf\u7684\u6218\u7565\u7269\u8d44\u3002Fastmarkets\u6570\u636e\u663e\u793a […]<\/p>\n","protected":false},"author":31,"featured_media":351426,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427,1521],"tags":[733,1997,661,816],"class_list":["post-585047","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","category-1521","tag-733","tag-1997","tag-661","tag-816","sectors-mining-zh-hans","sectors-energy-metals-sch","locations-619","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/585047","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=585047"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/585047\/revisions"}],"predecessor-version":[{"id":585052,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/585047\/revisions\/585052"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/351426"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=585047"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=585047"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=585047"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}