{"id":619498,"date":"2026-02-09T01:58:08","date_gmt":"2026-02-09T09:58:08","guid":{"rendered":"https:\/\/nai500.com\/?p=619498"},"modified":"2026-02-09T01:58:08","modified_gmt":"2026-02-09T09:58:08","slug":"8-22","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/02\/8-22\/","title":{"rendered":"8\u53ea\u53d7\u76ca\u4e8e\u94dc\u4ef7\u5047\u671f\u6682\u505c\u7684\u4e2d\u56fd\u80a1\u7968"},"content":{"rendered":"

\u8fd1\u7eaa\u5f55\u7684\u94dc\u4ef7\u548c\u5ef6\u957f\u7684\u519c\u5386\u65b0\u5e74\u5047\u671f\u6b63\u5728\u4f7f\u672c\u5468\u4e2d\u56fd\u7684\u73b0\u8d27\u91c7\u8d2d\u964d\u6e29\uff0c\u6b63\u5982 Bloomberg \u62a5\u9053\u3002\u90a3\u770b\u8d77\u6765\u50cf\u4e00\u4e2a\u91ca\u538b\u9600\uff0c\u800c\u4e0d\u662f\u8b66\u793a\u4fe1\u53f7\u3002\u5728\u5df2\u4e3a\u7535\u6c14\u5316\u91cd\u6784\u7684\u7ecf\u6d4e\u4e2d\uff0c\u7535\u7f51\u3001\u7535\u52a8\u6c7d\u8f66\u4e0e AI \u65f6\u4ee3\u7684\u5236\u9020\u8ba9\u4e2d\u56fd\u7684\u94dc\u9700\u6c42\u5177\u6709\u7ed3\u6784\u6027\u3002\u8fd9\u4e2a\u6682\u505c\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u4e00\u4e2a\u6218\u672f\u7a97\u53e3\uff0c\u53ef\u4ee5\u9022\u4f4e\u7d2f\u79ef\u8be5\u56fd\u7684\u7535\u6c14\u5316\u9f99\u5934\u4ee5\u53ca\u4e0e\u5317\u4eac\u5efa\u9020\u8ba1\u5212\u76f8\u914d\u5957\u7684\u4e0a\u6e38\u77ff\u5546\u3002\u4ee5\u4e0b\u662f\u516b\u53ea\u5728\u4ef7\u683c\u6574\u56fa\u4e0e\u8282\u540e\u9700\u6c42\u91cd\u542f\u65f6\u6709\u671b\u53d7\u76ca\u7684\u80a1\u7968\u3002<\/p>\n

\u94dc\u7684\u6682\u505c\u4e0e\u7ed3\u6784\u6027\u725b\u5e02<\/h3>\n

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\u5b9a\u4ef7\u6743\u5411\u4e2d\u56fd\u5de5\u7a0b\u5546\u8f6c\u79fb<\/h3>\n

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\u653f\u7b56\u987a\u98ce\u4ecd\u7136\u5b58\u5728<\/h3>\n

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\u94dc\u4ef7\u5598\u606f\u671f\u7684 8 \u53ea\u4e2d\u56fd\u80a1\u7968<\/h3>\n

1) CMOC Group 603993.SH 3993.HK\uff1a\u5728\u521a\u679c\uff08\u91d1\uff09\u8fd0\u8425 Tenke Fungurume \u4e0e Kisanfu \u7684\u4e00\u6d41\u94dc\u94b4\u751f\u4ea7\u5546\uff0cCMOC \u52a0\u6df1\u4e86\u4e2d\u56fd\u7684\u539f\u6750\u6599\u5b89\u5168\u3002\u91cc\u7a0b\u7891\uff1a\u5176\u975e\u6d32\u8d44\u4ea7\u7684\u6295\u4ea7\u63d0\u901f\u8fd1\u5e74\u5df2\u63d0\u5347\u96c6\u56e2\u4ea7\u91cf\uff0c\u4e3a\u4e2d\u56fd\u7684 EV \u4f9b\u5e94\u94fe\u63d0\u4f9b\u4e86\u951a\u5b9a\u3002\u5168\u7403\u5f71\u54cd\uff1a\u901a\u8fc7\u4e2d\u56fd\u7684\u52a0\u5de5\u4e0e\u7269\u6d41\u52a0\u5f3a\u5411\u65b0\u5174\u5e02\u573a\u7684\u539f\u6599\u6d41\u52a8\u3002<\/p>\n

2) Zijin Mining 601899.SH 2899.HK\uff1aKamoa-Kakula \u7684\u5171\u540c\u6240\u6709\u8005\uff0c\u8be5\u77ff\u662f\u5168\u7403\u589e\u957f\u6700\u5feb\u7684\u94dc\u77ff\u4e4b\u4e00\u3002\u91cc\u7a0b\u7891\uff1aKamoa \u7684\u8fde\u7eed\u6269\u4ea7\u9636\u6bb5\u5df2\u589e\u52a0\u4ee5\u6c34\u7535\u4e3a\u80cc\u4e66\u7684\u4f4e\u78b3\u4ea7\u91cf\u3002\u5168\u7403\u5f71\u54cd\uff1a\u8986\u76d6 15 \u4e2a\u4ee5\u4e0a\u56fd\u5bb6\u7684\u591a\u5143\u5316\u8d44\u4ea7\u5c06\u4e2d\u56fd\u5de5\u7a0b\u80fd\u529b\u4e0e\u524d\u6cbf\u8d44\u6e90\u8fde\u63a5\u8d77\u6765\u3002<\/p>\n

3) Jiangxi Copper 600362.SH 0358.HK\uff1a\u4e2d\u56fd\u6309\u4ea7\u80fd\u8ba1\u6700\u5927\u7684\u94dc\u51b6\u70bc\u4f01\u4e1a\uff0c\u96c6\u91c7\u77ff\u3001\u7cbe\u70bc\u4e0e\u52a0\u5de5\u4e8e\u4e00\u4f53\u3002\u91cc\u7a0b\u7891\uff1a\u66f4\u591a\u4f7f\u7528\u9ad8\u54c1\u8d28\u5e9f\u6599\u4e0e\u9634\u6781\u6df7\u70bc\u7a33\u5b9a\u4e86\u4ea7\u80fd\u541e\u5410\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4ef7\u683c\u53d1\u73b0\u4e0e\u957f\u671f\u5408\u7ea6\u4e3a\u4e9a\u6d32\u4e70\u5bb6\u8bbe\u5b9a\u4e86\u57fa\u51c6\u3002<\/p>\n

4) TBEA 600089.SH\uff1a\u53d8\u538b\u5668\u4e0e\u7535\u7f51\u8bbe\u5907\u7684\u9886\u5148\u8005\uff0c\u5728\u7279\u9ad8\u538b\u9879\u76ee\u4e2d\u62e5\u6709\u5f3a\u52bf\u5730\u4f4d\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u56fd\u5185\u8f93\u7535\u62db\u6807\u4e2d\u5c61\u83b7\u4e2d\u6807\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5411\u4ece\u4e2d\u4e9a\u5230\u975e\u6d32\u7684\u201c\u4e00\u5e26\u4e00\u8def\u201d\u7535\u529b\u7f51\u7edc\u51fa\u53e3\u8bbe\u5907\u4e0e\u4e13\u4e1a\u77e5\u8bc6\u3002<\/p>\n

5) BYD 1211.HK 002594.SZ\uff1a\u5168\u7403\u6700\u5927\u7684\u63d2\u7535\u5f0f EV \u5236\u9020\u5546\uff0c\u5c06\u7535\u6c60\u3001\u7535\u529b\u7535\u5b50\u4e0e\u5236\u9020\u89c4\u6a21\u5316\u6574\u5408\u3002\u91cc\u7a0b\u7891\uff1a\u5176\u7535\u6c60\u81c2 FinDreams \u5728 2024 \u5e74\u5360\u636e\u5168\u7403 17% \u7684\u5e02\u573a\u4efd\u989d\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5728\u65b0\u5174\u5e02\u573a\u63a8\u52a8\u4ee5\u94dc\u5bc6\u96c6\u578b\u8f66\u8f86\u4e3a\u4e3b\u7684\u4ef7\u683c\u9886\u5148\u91c7\u7528\u3002<\/p>\n

6) CATL 300750.SZ\uff1a\u5168\u7403\u7535\u6c60\u9886\u5bfc\u8005\uff0c\u4e3a\u9876\u7ea7 OEM \u4e0e\u50a8\u80fd\u4f9b\u5e94\u5546\u4f9b\u8d27\u3002\u91cc\u7a0b\u7891\uff1a\u5bf9\u94dc\u7b94\u4e0e cell-to-pack \u521b\u65b0\u7684\u6301\u7eed\u6295\u5165\u63d0\u9ad8\u4e86\u6750\u6599\u6548\u7387\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4f7f\u5f97\u7535\u7f51\u7ea7\u50a8\u80fd\u4e0e\u5feb\u5145\u751f\u6001\u7cfb\u7edf\u6210\u4e3a\u53ef\u80fd\uff0c\u4ece\u800c\u63d0\u5347\u4e2d\u538b\u94dc\u9700\u6c42\u3002<\/p>\n

7) LONGi Green Energy 601012.SH\uff1a\u5168\u7403\u9886\u5148\u7684\u5355\u6676\u7845\u4e0e\u7ec4\u4ef6\u54c1\u724c\uff0c\u63a8\u52a8\u5e73\u8861\u7cfb\u7edf\u7684\u94dc\u9700\u6c42\u3002\u91cc\u7a0b\u7891\uff1a2024 \u5e74\u7814\u53d1\u6295\u5165 50.14 \u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u62e5\u6709 3,342 \u9879\u6388\u6743\u4e13\u5229\uff0c\u4f53\u73b0\u6301\u7eed\u521b\u65b0\u3002\u5168\u7403\u5f71\u54cd\uff1a\u4e9a\u6d32\u3001MENA \u4e0e\u62c9\u7f8e\u7684\u516c\u7528\u4e0e\u5c4b\u9876\u5149\u4f0f\u90e8\u7f72\u4f9d\u8d56 LONGi \u7684\u89c4\u6a21\u6548\u5e94\u3002<\/p>\n

8) Chint Electrics 601877.SH\uff1a\u4f4e\u538b\u4e0e\u914d\u7535\u8bbe\u5907\u7684\u56fd\u5bb6\u51a0\u519b\u3002\u91cc\u7a0b\u7891\uff1a\u6269\u5c55\u7528\u4e8e\u6570\u5b57\u5316\u53d8\u7535\u7ad9\u4e0e\u5de5\u4e1a\u56ed\u533a\u7684\u667a\u80fd\u7ec4\u4ef6\u3002\u5168\u7403\u5f71\u54cd\uff1a\u5728\u5feb\u901f\u57ce\u5e02\u5316\u5e02\u573a\u652f\u6301\u66f4\u5b89\u5168\u3001\u66f4\u9ad8\u6548\u7684\u7535\u7f51\uff0c\u8fd9\u4e9b\u5e02\u573a\u7684\u4eba\u5747\u94dc\u5f3a\u5ea6\u6b63\u5728\u4e0a\u5347\u3002<\/p>\n

\u4e3a\u591a\u6781\u5316\u4e16\u754c\u800c\u5efa\u7684\u4f9b\u5e94\u94fe<\/h3>\n

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