{"id":616104,"date":"2026-01-20T19:06:56","date_gmt":"2026-01-21T03:06:56","guid":{"rendered":"https:\/\/nai500.com\/?p=616104"},"modified":"2026-01-20T19:08:45","modified_gmt":"2026-01-21T03:08:45","slug":"2026%e5%b9%b4%e7%9f%b3%e5%a2%a8%e5%b8%82%e5%9c%ba%e5%b1%95%e6%9c%9b%ef%bc%9a%e4%be%9b%e5%ba%94%e8%bf%87%e5%89%a9%e4%b8%8e%e8%b4%b8%e6%98%93%e6%91%a9%e6%93%a6%e6%8c%81%e7%bb%ad%ef%bc%8c%e5%82%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/01\/2026%e5%b9%b4%e7%9f%b3%e5%a2%a8%e5%b8%82%e5%9c%ba%e5%b1%95%e6%9c%9b%ef%bc%9a%e4%be%9b%e5%ba%94%e8%bf%87%e5%89%a9%e4%b8%8e%e8%b4%b8%e6%98%93%e6%91%a9%e6%93%a6%e6%8c%81%e7%bb%ad%ef%bc%8c%e5%82%a8\/","title":{"rendered":"2026\u5e74\u77f3\u58a8\u5e02\u573a\u5c55\u671b\uff1a\u4f9b\u5e94\u8fc7\u5269\u4e0e\u8d38\u6613\u6469\u64e6\u6301\u7eed\uff0c\u50a8\u80fd\u9700\u6c42\u6210\u957f\u671f\u5f15\u64ce"},"content":{"rendered":"

2025\u5e74\uff0c\u4f9b\u5e94\u8fc7\u5269\u3001\u8d38\u6613\u6469\u64e6\u4ee5\u53ca\u4e2d\u56fd\u7684\u6301\u7eed\u4e3b\u5bfc\u5730\u4f4d\uff0c\u5171\u540c\u5851\u9020\u4e86\u5168\u7403\u77f3\u58a8\u5e02\u573a\u7684\u683c\u5c40\u3002\u5c55\u671b2026\u5e74\uff0c\u5c3d\u7ba1\u77ed\u671f\u6311\u6218\u72b9\u5b58\uff0c\u4f46\u4e0e\u7535\u52a8\u6c7d\u8f66\u53ca\u50a8\u80fd\u76f8\u5173\u7684\u957f\u671f\u9700\u6c42\u5c06\u7ee7\u7eed\u9a71\u52a8\u5e02\u573a\u589e\u957f\u3002<\/p>\n

\u5e02\u573a\u73b0\u72b6\uff1a\u4f9b\u5e94\u8fc7\u5269\u4e0e\u4ef7\u683c\u627f\u538b<\/b><\/strong><\/h3>\n

2025\u5e74\uff0c\u7f8e\u56fd\u5bf9\u4e2d\u56fd\u8d1f\u6781\u6750\u6599\u8fdb\u53e3\u7684\u8c03\u67e5\u51f8\u663e\u4e86\u7535\u52a8\u6c7d\u8f66\u4f9b\u5e94\u94fe\u7684\u8106\u5f31\u6027\uff0c\u968f\u4e4b\u800c\u6765\u7684\u5173\u7a0e\u548c\u53cd\u503e\u9500\u7a0e\u7ed9\u5317\u7f8e\u751f\u4ea7\u5546\u5e26\u6765\u4e86\u4e0d\u786e\u5b9a\u6027\uff0c\u5bfc\u81f4\u77f3\u58a8\u4ef7\u683c\u8dcc\u81f3\u591a\u5e74\u4f4e\u70b9\u3002\u5c3d\u7ba1\u5168\u7403\u5929\u7136\u77f3\u58a8\u4ea7\u91cf\u5df2\u4ece2020\u5e74\u768496.6\u4e07\u5428\u589e\u81f32024\u5e74\u7684160\u4e07\u5428\uff0c\u4f46\u8fd1\u671f\u7684\u4f9b\u5e94\u589e\u957f\u51e0\u4e4e\u5168\u90e8\u6765\u81ea\u4e2d\u56fd\uff0c\u4e14\u4e2d\u56fd\u540c\u6837\u4e3b\u5bfc\u7740\u7cbe\u70bc\u73af\u8282\u3002\u9884\u8ba1\u52302035\u5e74\uff0c\u4e2d\u56fd\u5c06\u63a7\u5236\u5168\u7403\u7ea680%\u7684\u7535\u6c60\u7ea7\u77f3\u58a8\u751f\u4ea7\u3002<\/p>\n

\u5206\u6790\u5e08\u6307\u51fa\uff0c\u7f8e\u56fd\u548c\u6b27\u6d32\u7684\u751f\u4ea7\u5546\u9762\u4e34\u9ad8\u6210\u672c\u548c\u6709\u9650\u66ff\u4ee3\u9009\u62e9\u7684\u56f0\u5883\uff0c\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u548c\u5173\u7a0e\u8fdb\u4e00\u6b65\u9650\u5236\u4e86\u975e\u4e2d\u56fd\u5730\u533a\u7684\u4f9b\u5e94\u3002\u5c3d\u7ba1\u9a6c\u8fbe\u52a0\u65af\u52a0\u548c\u83ab\u6851\u6bd4\u514b\u7684\u77f3\u58a8\u9879\u76ee\u63d0\u4f9b\u4e86\u4e00\u5b9a\u7684\u4f9b\u5e94\u591a\u5143\u5316\u53ef\u80fd\uff0c\u4f46\u77f3\u58a8\u7cbe\u70bc\u4ea7\u80fd\u4ecd\u9ad8\u5ea6\u96c6\u4e2d\uff0c\u4f7f\u5e02\u573a\u6613\u53d7\u4f9b\u5e94\u51b2\u51fb\u3002<\/p>\n

2025\u5e74\u672b\u8fbe\u6210\u7684\u4e2d\u7f8e\u8d38\u6613\u534f\u8bae\u7f13\u89e3\u4e86\u5929\u7136\u8d1f\u6781\u5e02\u573a\u7684\u6ce2\u52a8\uff0c\u4f46\u76f4\u81f3\u5e74\u5e95\uff0c\u4f9b\u5e94\u8fc7\u5269\u548c\u9700\u6c42\u75b2\u8f6f\u4ecd\u5728\u538b\u5236\u9cde\u7247\u77f3\u58a8\u4ef7\u683c\u3002Fastmarkets\u5206\u6790\u5e08Andrew Saucer\u572811\u6708\u7684\u66f4\u65b0\u62a5\u544a\u4e2d\u5199\u9053\uff1a\u201c\u4e2d\u7f8e\u4e24\u56fd\u540c\u610f\u64a4\u56de\u5bf9\u77f3\u58a8\u7b49\u5e02\u573a\u8ba1\u5212\u7684\u51fa\u53e3\u9650\u5236\uff0c\u8fd9\u5c06\u4e3a\u660e\u5e74\u63d0\u4f9b\u4e00\u4e2a\u7a33\u5b9a\u7684\u56fe\u666f\u3002\u7136\u800c\uff0c\u5bf9\u4e8e\u77f3\u58a8\u800c\u8a00\uff0c\u8bb8\u591a\u73b0\u6709\u8d38\u6613\u58c1\u5792\u4f9d\u7136\u5b58\u5728\uff0c\u8fd9\u53ef\u80fd\u4f1a\u5de9\u56fa\u4e2d\u7f8e\u53cc\u65b9\u5728\u5929\u7136\u4e0e\u5408\u6210\u4f9b\u5e94\u94fe\u4e2d\u5bfb\u627e\u5f7c\u6b64\u66ff\u4ee3\u65b9\u5f0f\u7684\u8f6c\u53d8\u3002\u201d<\/p>\n

Benchmark Mineral Intelligence\u80fd\u6e90\u539f\u6750\u6599\u4e3b\u7ba1Adam Webb\u57282025\u5e7411\u6708\u7684Benchmark Week\u4f1a\u8bae\u4e0a\u89e3\u91ca\u4e86\u4e3a\u4f55\u9cde\u7247\u77f3\u58a8\u4ef7\u683c\uff08\u4ee5\u53ca\u5927\u591a\u6570\u7535\u6c60\u91d1\u5c5e\uff09\u57282025\u5e74\u521d\u8868\u73b0\u75b2\u8f6f\u3002\u4ed6\u8868\u793a\uff0c\u672c\u8d28\u4e0a\u9700\u6c42\u589e\u957f\u975e\u5e38\u5f3a\u52b2\uff0c\u4f46\u4f9b\u5e94\u589e\u957f\u5b9e\u9645\u4e0a\u8d85\u8fc7\u4e86\u9700\u6c42\u589e\u957f\u3002\u56e0\u6b64\uff0c\u5e02\u573a\u5904\u4e8e\u8fc7\u5269\u72b6\u6001\uff0c\u8fd9\u5bf9\u4ef7\u683c\u6784\u6210\u4e86\u538b\u529b\u3002<\/p>\n

\u5929\u7136\u4e0e\u5408\u6210\u77f3\u58a8\u7684\u7ade\u4e89<\/b><\/strong><\/h3>\n

\u77f3\u58a8\u8d1f\u6781\u76ee\u524d\u4ecd\u662f\u9502\u79bb\u5b50\u7535\u6c60\u7684\u4e3b\u8981\u9009\u62e9\uff0c\u4f46\u5929\u7136\u6750\u6599\u548c\u5408\u6210\u6750\u6599\u4e4b\u95f4\u7684\u4ef7\u683c\u5dee\u5f02\u52a0\u5267\u4e86\u7ade\u4e89\u3002\u5f97\u76ca\u4e8e\u5176\u4f18\u5f02\u7684\u5feb\u5145\u6027\u80fd\u3001\u8010\u7528\u6027\u548c\u7535\u89e3\u6db2\u517c\u5bb9\u6027\uff0c\u5408\u6210\u77f3\u58a8\u9884\u8ba1\u5728\u77ed\u671f\u5185\u4fdd\u6301\u6700\u5927\u5e02\u573a\u4efd\u989d\u3002\u7136\u800c\uff0c\u5929\u7136\u77f3\u58a8\u56e0\u5176\u66f4\u4f4e\u7684\u6210\u672c\u3001\u66f4\u9ad8\u7684\u5bb9\u91cf\u548c\u66f4\u4f4e\u7684\u80fd\u6e90\u5f3a\u5ea6\u800c\u53d7\u5230\u5173\u6ce8\u3002\u5728\u9cde\u7247\u77f3\u58a8\u4ef7\u683c\u6301\u7eed\u4f4e\u8ff7\u3001\u5de5\u4e1a\u9886\u57df\u9700\u6c42\u75b2\u8f6f\u8fdb\u4e00\u6b65\u65bd\u538b\u7684\u60c5\u51b5\u4e0b\uff0c\u8fd9\u79cd\u7ade\u4e89\u5212\u5206\u4e86\u5e02\u573a\u683c\u5c40\u3002<\/p>\n

Fastmarkets\u4e00\u4efd9\u6708\u7684\u62a5\u544a\u6307\u51fa\uff1a\u201c\u53e6\u4e00\u65b9\u9762\uff0c\u9cde\u7247\u77f3\u58a8\u4ef7\u683c\u6301\u7eed\u611f\u53d7\u52302025\u5e74\u94a2\u94c1\u9700\u6c42\u4e0b\u964d\u7684\u5f71\u54cd\uff0c\u4eca\u5e74\u524d\u4e03\u4e2a\u6708\u4e9a\u6d32\u548c\u6b27\u6d32\u7684\u4ea7\u91cf\u90fd\u5728\u4e0b\u964d\u3002\u5e02\u573a\u53c2\u4e0e\u8005\u7684\u9884\u671f\u662f\uff0c\u4e2d\u56fd\u7684\u4ea7\u91cf\u5c06\u5728\u5e74\u5e95\u524d\u7ee7\u7eed\u4e0b\u964d\uff0c\u5e76\u7ee7\u7eed\u62d6\u7d2f\u5168\u7403\u603b\u4ea7\u91cf\u3002\u201d<\/p>\n

\u50a8\u80fd\u9700\u6c42\u6fc0\u589e\u652f\u6491\u957f\u671f\u524d\u666f<\/b><\/strong><\/h3>\n

Benchmark\u9884\u6d4b\uff0c2025\u5e74\u81f32035\u5e74\u95f4\uff0c\u77f3\u58a8\u9700\u6c42\u5c06\u589e\u957f9%\u3002\u8fd9\u4e00\u589e\u957f\u5c06\u5f97\u5230\u7535\u52a8\u6c7d\u8f66\u548c\u7535\u6c60\u50a8\u80fd\u7cfb\u7edf\u9886\u57df\u7684\u5f3a\u52b2\u652f\u6491\u3002Webb\u6307\u51fa\uff0c\u5c3d\u7ba1\u5e02\u573a\u4f9b\u5e94\u8fc7\u5269\uff0c\u4f46\u9cde\u7247\u77f3\u58a8\u4ef7\u683c\u4ecd\u5728\u4e0a\u6da8\uff0c\u8fd9\u662f\u56e0\u4e3a\u4e3a\u4e86\u6ee1\u8db3\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\uff0c\u9700\u8981\u6709\u66f4\u591a\u4f9b\u5e94\u4e0a\u7ebf\uff0c\u800c\u5176\u4e2d\u5f88\u591a\u65b0\u589e\u4f9b\u5e94\u662f\u9ad8\u6210\u672c\u7684\u3002\u6240\u4ee5\u8fd9\u57fa\u672c\u4e0a\u4f1a\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u9010\u6e10\u63a8\u9ad8\u4ef7\u683c\u652f\u6491\u3002<\/p>\n

2025\u5e74\uff0cBESS\u5e02\u573a\u6210\u4e3a\u4e00\u4e2a\u4e3b\u8981\u7684\u589e\u957f\u52a8\u529b\uff0c\u52a0\u5f3a\u4e86\u5bf9\u5305\u62ec\u77f3\u58a8\u5728\u5185\u7684\u7535\u6c60\u539f\u6750\u6599\u7684\u957f\u671f\u9700\u6c42\u3002\u6b63\u5982Benchmark\u6240\u6982\u8ff0\uff0c2025\u5e74BESS\u5e02\u573a\u9884\u8ba1\u5c06\u5f55\u5f97\u7ea644%\u7684\u589e\u957f\uff0c\u51e0\u4e4e\u662f\u6574\u4e2a\u9502\u79bb\u5b50\u7535\u6c60\u9700\u6c42\u589e\u957f\u7387\u7684\u4e24\u500d\u3002\u56e0\u6b64\uff0c\u50a8\u80fd\u9884\u8ba1\u5c06\u5360\u636e2025\u5e74\u7535\u6c60\u603b\u9700\u6c42\u7684\u56db\u5206\u4e4b\u4e00\u3002<\/p>\n

\u968f\u7740BESS\u5bb9\u91cf\u4e0e\u7535\u52a8\u6c7d\u8f66\u540c\u6b65\u6269\u5f20\uff0c\u5373\u4f7f\u4f9b\u5e94\u94fe\u548c\u5b9a\u4ef7\u6301\u7eed\u8c03\u6574\uff0c\u5bf9\u77f3\u58a8\u8d1f\u6781\u7684\u9700\u6c42\u9884\u8ba1\u5728\u7ed3\u6784\u4e0a\u4ecd\u5c06\u4fdd\u6301\u5f3a\u52b2\u3002<\/p>\n

\u5efa\u7acb\u4e2d\u56fd\u4ee5\u5916\u7684\u8d1f\u6781\u4f9b\u5e94\u94fe<\/b><\/strong><\/h3>\n

\u4e1a\u5185\u4eba\u58eb\u4e00\u81f4\u8ba4\u4e3a\uff0c\u77f3\u58a8\u9700\u6c42\u5728\u672a\u6765\u5341\u5e74\u5c06\u7ee7\u7eed\u4e0a\u5347\uff0c\u4f46\u8d1f\u6781\u4f9b\u5e94\u94fe\u4ecd\u53d7\u5236\u4e8e\u4e2d\u56fd\u7684\u4e3b\u5bfc\u5730\u4f4d\u4ee5\u53ca\u5728\u522b\u5904\u5efa\u7acb\u66ff\u4ee3\u4f9b\u5e94\u94fe\u7684\u9ad8\u6210\u672c\u3002\u76ee\u524d\uff0c\u8d85\u8fc790%\u7684\u7535\u6c60\u7ea7\u8d1f\u6781\u6750\u6599\u6765\u81ea\u4e2d\u56fd\uff0c\u8fd9\u79cd\u96c6\u4e2d\u5ea6\u5bf9\u4e8e\u897f\u65b9\u6c7d\u8f66\u5236\u9020\u5546\u548c\u7535\u6c60\u751f\u4ea7\u5546\u6765\u8bf4\u5e76\u4e0d\u7406\u60f3\u3002\u7136\u800c\uff0c\u66ff\u4ee3\u4e2d\u56fd\u4f9b\u5e94\u88ab\u8bc1\u660e\u8fdc\u975e\u6613\u4e8b\u3002<\/p>\n

\u4e1a\u5185\u4e13\u5bb6\u5f3a\u8c03\uff0c\u8d1f\u6781\u6750\u6599\u8ba4\u8bc1\u53ef\u80fd\u9700\u8981\u6570\u5e74\u65f6\u95f4\uff0c\u9700\u8981\u8fdb\u884c\u5927\u91cf\u6d4b\u8bd5\u4ee5\u786e\u4fdd\u6750\u6599\u5728\u7535\u6c60\u7684\u6574\u4e2a\u751f\u547d\u5468\u671f\u5185\u6027\u80fd\u7a33\u5b9a\u3002\u7535\u6c60\u6750\u6599\u65e0\u6cd5\u5728\u4e00\u591c\u4e4b\u95f4\u83b7\u5f97\u8ba4\u8bc1\uff0c\u8fd9\u9700\u8981\u591a\u5e74\u7684\u5171\u540c\u5f00\u53d1\u548c\u8010\u5fc3\u7684\u8d44\u672c\u3002\u66f4\u4f55\u51b5\uff0c\u5728\u5317\u7f8e\u5efa\u8bbe\u4e00\u5ea7\u8d1f\u6781\u5de5\u5382\u7684\u6210\u672c\u53ef\u80fd\u662f\u5728\u4e2d\u56fd\u76843\u523010\u500d\uff0c\u800c\u5ba2\u6237\u4ecd\u4e0d\u613f\u652f\u4ed8\u6ea2\u4ef7\u3002\u65b0\u7684\u4f9b\u5e94\u94fe\u5fc5\u987b\u5728\u67d0\u5904\u5f97\u5230\u8d44\u91d1\u652f\u6301\uff0c\u653f\u5e9c\u652f\u6301\u81f3\u5173\u91cd\u8981\u3002\u5929\u7136\u77f3\u58a8\u751f\u4ea7\u5546\u4e5f\u9762\u4e34\u7c7b\u4f3c\u538b\u529b\u3002\u5c3d\u7ba1\u957f\u671f\u9700\u6c42\u9884\u671f\u4f9d\u7136\u5f3a\u52b2\uff0c\u4f46\u5728\u4ef7\u683c\u75b2\u8f6f\u7684\u60c5\u51b5\u4e0b\uff0c\u878d\u8d44\u53d8\u5f97\u66f4\u52a0\u56f0\u96be\u3002<\/p>\n

\u4e13\u6ce8\u4e8e\u9b41\u5317\u514b\u5e02\u573a\u7684Nouveau Monde Graphite\u9500\u552e\u3001\u8425\u9500\u548c\u4e1a\u52a1\u526f\u603b\u88c1Patrice Boulanger\u8868\u793a\uff1a\u201c\u653f\u5e9c\u7684\u627f\u8d2d\u534f\u8bae\u5bf9\u4e8e\u91ca\u653e\u79c1\u4eba\u878d\u8d44\u8d8a\u6765\u8d8a\u5173\u952e\u3002\u5c3d\u7ba1\u5bf9\u7845\u3001\u9502\u91d1\u5c5e\u548c\u5176\u4ed6\u4e0b\u4e00\u4ee3\u8d1f\u6781\u6750\u6599\u7684\u5174\u8da3\u65e5\u76ca\u589e\u957f\uff0c\u4f46\u77f3\u58a8\u5c06\u6709\u671b\u4fdd\u6301\u4e3b\u5bfc\u5730\u4f4d\u3002\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"

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