{"id":637367,"date":"2026-05-14T07:59:43","date_gmt":"2026-05-14T14:59:43","guid":{"rendered":"https:\/\/nai500.com\/?p=637367"},"modified":"2026-05-14T07:59:43","modified_gmt":"2026-05-14T14:59:43","slug":"%e4%b8%ad%e5%9b%bd%e7%a8%80%e5%9c%9f%e7%89%a2%e7%89%a2%e5%8d%a1%e4%bd%8f%e7%be%8e%e5%86%9b%e8%84%96%e5%ad%90%ef%bc%8c%e6%9c%ac%e5%9c%9f%e6%9b%bf%e4%bb%a3-%e8%b5%9b%e9%81%93%e7%9c%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/05\/%e4%b8%ad%e5%9b%bd%e7%a8%80%e5%9c%9f%e7%89%a2%e7%89%a2%e5%8d%a1%e4%bd%8f%e7%be%8e%e5%86%9b%e8%84%96%e5%ad%90%ef%bc%8c%e6%9c%ac%e5%9c%9f%e6%9b%bf%e4%bb%a3-%e8%b5%9b%e9%81%93%e7%9c%9f\/","title":{"rendered":"\u4e2d\u56fd\u7a00\u571f\u7262\u7262\u5361\u4f4f\u7f8e\u519b\u8116\u5b50\uff0c\u201c\u672c\u571f\u66ff\u4ee3\u201d \u8d5b\u9053\u771f\u7684\u6709\u620f\u5417\uff1f"},"content":{"rendered":"

\u5728\u4e2d\u7f8e\u535a\u5f08\u7684\u5173\u952e\u6218\u573a\uff0c\u7a00\u571f\u65e9\u5df2\u8d85\u8d8a\u666e\u901a\u77ff\u4ea7\u8303\u7574\uff0c\u6210\u4e3a\u62ff\u634f\u56fd\u9632\u547d\u8109\u7684\u6218\u7565\u7b79\u7801\u3002\u672c\u5468\u4e2d\u56fd\u518d\u5ea6\u6536\u7d27\u7a00\u571f\u7ba1\u63a7\uff0c\u53e0\u52a0 2027 \u5e74 1 \u6708\u7f8e\u519b\u7981\u7528\u6240\u6709\u4e2d\u56fd\u539f\u4ea7\u7a00\u571f\u6750\u6599\u7684 \u201c\u6700\u540e\u671f\u9650\u201d \u903c\u8fd1\uff0c\u4e00\u573a\u56f4\u7ed5 \u201c\u7a00\u571f\u5361\u5589\u201d \u4e0e \u201c\u672c\u571f\u7a81\u56f4\u201d \u7684\u535a\u5f08\u5168\u9762\u767d\u70ed\u5316\u3002\u4e2d\u56fd\u51ed\u5168\u4ea7\u4e1a\u94fe\u4f18\u52bf\u7262\u7262\u638c\u63a7\u7a00\u571f\u8bdd\u8bed\u6743\uff0c\u800c\u7f8e\u56fd\u62bc\u6ce8\u7684\u672c\u571f\u66ff\u4ee3\u8d5b\u9053\uff0c\u5728\u6280\u672f\u3001\u4ea7\u80fd\u3001\u65f6\u95f4\u7684\u4e09\u91cd\u7ea6\u675f\u4e0b\uff0c\u771f\u80fd\u6253\u7834\u56f0\u5c40\u5417\uff1f<\/p>\n

\u4e00\u3001\u5168\u94fe\u5784\u65ad\uff1a\u4e2d\u56fd\u7a00\u571f\u9501\u6b7b\u7f8e\u519b\u56fd\u9632\u4f9b\u5e94\u94fe<\/h2>\n

\u7a00\u571f\u662f\u73b0\u4ee3\u519b\u5de5\u7684 \u201c\u5de5\u4e1a\u7ef4\u751f\u7d20\u201d\uff0c\u4ece F-35 \u6218\u6597\u673a\u7684\u96f7\u8fbe\u7cfb\u7edf\u3001\u5f17\u5409\u5c3c\u4e9a\u7ea7\u6838\u6f5c\u8247\u7684\u52a8\u529b\u88c5\u7f6e\uff0c\u5230\u7cbe\u786e\u5236\u5bfc\u5bfc\u5f39\u7684\u5bfc\u822a\u7ec4\u4ef6\uff0c\u65e0\u4e00\u4e0d\u4f9d\u8d56\u9ad8\u7eaf\u5ea6\u7a00\u571f\u91d1\u5c5e\u4e0e\u5408\u91d1\u3002\u800c\u4e2d\u56fd\uff0c\u5df2\u6784\u5efa\u8d77\u4ece\u5f00\u91c7\u3001\u51b6\u70bc\u5206\u79bb\u5230\u91d1\u5c5e\u5236\u5907\u3001\u6c38\u78c1\u4f53\u5236\u9020\u7684\u5168\u94fe\u6761\u95ed\u73af<\/strong>\uff0c\u638c\u63a7\u7740\u5168\u7403\u7a00\u571f\u4ea7\u4e1a\u7684\u6838\u5fc3\u547d\u8109\u3002<\/p>\n

\u6570\u636e\u663e\u793a\uff0c\u4e2d\u56fd\u63a7\u5236\u5168\u7403\u7ea6 60% \u7684\u7a00\u571f\u5f00\u91c7\u91cf\u300187% \u7684\u51b6\u70bc\u5206\u79bb\u4ea7\u80fd\u300191% \u7684\u91d1\u5c5e\u751f\u4ea7\u4ee5\u53ca 94% \u7684\u6c38\u78c1\u4f53\u5236\u9020\u4ea7\u80fd\uff0c\u5c24\u5176\u5728\u955d\u3001\u94fd\u7b49\u519b\u5de5\u5fc5\u9700\u7684\u91cd\u7a00\u571f\u9886\u57df\uff0c\u638c\u63a7\u529b\u66f4\u662f\u8fbe\u5230\u9876\u5cf0\u30022025 \u5e74 4 \u6708\uff0c\u4e2d\u56fd\u5df2\u5bf9 7 \u79cd\u7a00\u571f\u5143\u7d20\u53ca\u76f8\u5173\u78c1\u6750\u5b9e\u65bd\u51fa\u53e3\u7ba1\u5236\uff0c\u672c\u5468\u518d\u63a8\u65b0\u89c4\uff0c\u660e\u786e\u5bf9\u8fdd\u89c4\u4f01\u4e1a\u91c7\u53d6\u6ca1\u6536\u8bbe\u5907\u3001\u9ad8\u989d\u7f5a\u6b3e\u3001\u540a\u9500\u6267\u7167\u7b49\u4e25\u5389\u63aa\u65bd\uff0c\u8fdb\u4e00\u6b65\u6536\u7d27\u5168\u7403\u4f9b\u5e94 \u201c\u7f30\u7ef3\u201d\u3002<\/p>\n

\u8fd9\u79cd\u7ba1\u63a7\u76f4\u63a5\u6233\u4e2d\u7f8e\u56fd\u56fd\u9632\u7684 \u201c\u8f6f\u808b\u201d\u3002\u7f8e\u56fd\u91cd\u7a00\u571f\u5bf9\u5916\u4f9d\u5b58\u5ea6\u9ad8\u8fbe 92%\uff0c\u5176\u4e2d 71% \u76f4\u63a5\u6765\u81ea\u4e2d\u56fd\uff0c153 \u79cd\u4e3b\u6218\u88c5\u5907\u4e2d 87% \u7684\u4f9b\u5e94\u94fe\u4f9d\u8d56\u4e2d\u56fd\u7a00\u571f\u3002\u5355\u67b6 F-35 \u9700\u6d88\u8017 417 \u516c\u65a4\u7a00\u571f\uff0c\u4e00\u8258\u6838\u6f5c\u8247\u9700 4.2 \u5428\uff0c\u4e00\u65e6\u65ad\u4f9b\uff0c\u7f8e\u519b\u5148\u8fdb\u6b66\u5668\u4ea7\u80fd\u6216\u9510\u51cf 70%\uff0c\u73b0\u6709\u5e93\u5b58\u4ec5\u80fd\u7ef4\u6301 18 \u5468\u30022026 \u5e74\u521d\uff0c\u90e8\u5206 F-35 \u56e0\u7a00\u571f\u77ed\u7f3a\u88ab\u8feb\u62c6\u9664\u96f7\u8fbe\u3001\u7528\u91d1\u5c5e\u914d\u91cd\u66ff\u4ee3\uff0c\u6b63\u662f\u4f9b\u5e94\u94fe\u5371\u673a\u7684\u76f4\u63a5\u4f53\u73b0\u3002<\/p>\n

\u66f4\u5173\u952e\u7684\u662f\u4e2d\u56fd\u7684 \u201c\u6280\u672f\u62a4\u57ce\u6cb3\u201d\u3002\u51ed\u501f\u6570\u5341\u5e74\u5de5\u827a\u79ef\u7d2f\uff0c\u4e2d\u56fd\u638c\u63e1 6N \u7ea7\uff0899.9999%\uff09\u8d85\u9ad8\u7eaf\u7a00\u571f\u63d0\u7eaf\u6280\u672f\uff0c\u800c\u7f8e\u56fd\u4f20\u7edf\u6280\u672f\u7eaf\u5ea6\u4ec5 95%\uff0c\u826f\u54c1\u7387\u4e0d\u8db3 60%\u3002\u8fd9\u79cd\u6280\u672f\u4ee3\u5dee\uff0c\u8ba9\u7f8e\u56fd\u5373\u4fbf\u6709\u77ff\uff0c\u4e5f\u96be\u4ee5\u4ea7\u51fa\u7b26\u5408\u519b\u5de5\u6807\u51c6\u7684\u7a00\u571f\u6750\u6599\u3002<\/p>\n

\u4e8c\u3001\u9650\u671f\u7a81\u56f4\uff1a\u7f8e\u56fd\u8c6a\u8d4c\u672c\u571f\u66ff\u4ee3\uff0c\u4e09\u5927\u5de8\u5934\u52a0\u901f\u5e03\u5c40<\/h2>\n

\u8ddd\u79bb 2027 \u5e74\u7981\u4ee4\u4ec5\u5269\u4e0d\u5230 8 \u4e2a\u6708\uff0c\u7f8e\u56fd\u8fdb\u5165 \u201c\u5012\u8ba1\u65f6\u5f0f\u201d \u7126\u8651\uff0c\u56fd\u9632\u90e8\u8fde\u53d1\u5907\u5fd8\u5f55\uff0c\u7d27\u6025\u70b9\u540d REalloys\u3001Lynas \u7b49\u4f01\u4e1a\uff0c\u8981\u6c42\u52a0\u901f\u672c\u571f\u91cd\u7a00\u571f\u4ea7\u80fd\u5efa\u8bbe\uff0c\u4e00\u573a\u5343\u4ebf\u7ea7\u7684\u66ff\u4ee3\u7ade\u8d5b\u5168\u9762\u6253\u54cd\u3002<\/p>\n

    \n
  1. Realloys\uff08ALOY\uff09<\/a>\uff1a\u5317\u7f8e\u91cd\u7a00\u571f \u201c\u72ec\u82d7\u201d\uff0c\u5251\u6307\u6d77\u5916\u6700\u5927\u4ea7\u80fd<\/li>\n<\/ol>\n

    \u4f5c\u4e3a\u5317\u7f8e\u552f\u4e00\u62e5\u6709\u91cd\u7a00\u571f\u91d1\u5c5e\u5316\u5e73\u53f0\u7684\u4f01\u4e1a\uff0cREalloys \u6210\u4e3a\u7f8e\u519b\u7a81\u56f4\u7684\u6838\u5fc3\u5e0c\u671b\u3002\u516c\u53f8\u4f4d\u4e8e\u4fc4\u4ea5\u4fc4\u5dde\u7684\u5de5\u5382\uff0c\u662f\u4e2d\u56fd\u4ee5\u5916\u5c11\u6570\u80fd\u5c06\u7a00\u571f\u6c27\u5316\u7269\u8f6c\u5316\u4e3a\u56fd\u9632\u7ea7\u955d\u3001\u94fd\u91d1\u5c5e\u7684\u8bbe\u65bd\u3002<\/p>\n

    \u76ee\u524d REalloys \u6b63\u52a0\u901f\u6269\u5efa\uff0c\u8ba1\u5212\u6253\u9020\u4e2d\u56fd\u4ee5\u5916\u6700\u5927\u7684\u91cd\u7a00\u571f\u91d1\u5c5e\u5316\u5de5\u5382\uff0c\u4e00\u671f\u5de5\u7a0b\u9884\u8ba1 2027 \u5e74\u6295\u4ea7\uff0c\u521a\u597d\u8854\u63a5\u7f8e\u519b\u7981\u4ee4\u8282\u70b9\u3002\u5176\u6838\u5fc3\u4f18\u52bf\u5728\u4e8e\u4e24\u5927\u4fdd\u969c\uff1a\u4e00\u662f\u4e0e\u8428\u65af\u5580\u5f7b\u6e29\u7814\u7a76\u59d4\u5458\u4f1a\u7b7e\u7ea6\uff0c\u9501\u5b9a\u5317\u7f8e\u7a00\u7f3a\u7a00\u571f\u52a0\u5de5\u8bbe\u65bd 80% \u7684\u4ea7\u51fa\uff1b\u4e8c\u662f\u7814\u53d1\u65e0\u6c22\u6c1f\u9178\u6c1f\u5316\u5de5\u827a\uff0c\u89c4\u907f\u4f20\u7edf\u51b6\u70bc\u7684\u9ad8\u6c61\u67d3\u98ce\u9669\uff0c\u540c\u65f6\u7a81\u7834\u6280\u672f\u74f6\u9888\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8fd8\u83b7\u5f97\u7f8e\u56fd\u8499\u5927\u62ff\u5dde\u9ad8\u54c1\u4f4d\u7a00\u571f\u77ff 10% \u7684\u4ea7\u80fd\u6743\u76ca\uff0c\u4fdd\u969c\u539f\u6599\u4f9b\u7ed9\u3002<\/p>\n

      \n
    1. MP Materials\uff08MP\uff09<\/a>\uff1a\u6253\u901a \u201c\u77ff\u5230\u78c1\u201d \u5168\u94fe\uff0c\u653f\u5e9c\u91cd\u91d1\u52a0\u6301<\/li>\n<\/ol>\n

      \u4f5c\u4e3a\u7f8e\u56fd\u552f\u4e00\u5927\u578b\u7a00\u571f\u5f00\u91c7\u7efc\u5408\u4f53\u8fd0\u8425\u5546\uff0cMP Materials \u7684\u52a0\u5dde\u8292\u5ef7\u5e15\u65af\u77ff\u5e74\u4ea7\u7a00\u571f\u7cbe\u77ff\u7ea6 5.1 \u4e07\u5428\uff0c\u5360\u5168\u7403 13%\uff0c\u4f46\u957f\u671f\u4ee5\u6765\u77ff\u77f3\u9700\u8fd0\u5f80\u4e2d\u56fd\u7cbe\u70bc\u3002\u4e3a\u6253\u7834\u4f9d\u8d56\uff0c\u7f8e\u56fd\u56fd\u9632\u90e8 4 \u4ebf\u7f8e\u5143\u5165\u80a1\uff08\u6301\u80a1 15%\uff09\uff0c\u52a9\u529b\u5176\u5efa\u8bbe\u672c\u571f\u5206\u79bb\u8bbe\u65bd\u4e0e\u78c1\u4f53\u4ea7\u7ebf\u3002<\/p>\n

      \u76ee\u524d MP Materials \u5df2\u57fa\u672c\u6253\u901a\u4ece\u91c7\u77ff\u5230\u6c38\u78c1\u4f53\u7684\u672c\u571f\u94fe\u6761\uff0c\u65b0\u78c1\u4f53\u5de5\u5382\u9884\u8ba1 2028 \u5e74\u6295\u4ea7\uff0c\u5e74\u4ea7\u80fd\u8fbe 1 \u4e07\u5428\uff0c\u53ef\u90e8\u5206\u66ff\u4ee3\u8fdb\u53e3\u3002\u4f46\u77ed\u677f\u660e\u663e\uff1a\u4ec5\u80fd\u751f\u4ea7\u8f7b\u7a00\u571f\uff0c\u65e0\u6cd5\u4f9b\u5e94\u519b\u5de5\u6025\u9700\u7684\u91cd\u7a00\u571f\u3002<\/p>\n

        \n
      1. \u56fd\u9645\u76df\u53cb\u8865\u4f4d\uff1aLynas \u7b49\u4f01\u4e1a\u5206\u62c5\u538b\u529b<\/li>\n<\/ol>\n

        \u7f8e\u56fd\u540c\u65f6\u8054\u52a8\u76df\u53cb\u6784\u5efa \u201c\u53bb\u4e2d\u56fd\u5316\u201d \u4f9b\u5e94\u94fe\uff1a\u6fb3\u5927\u5229\u4e9a Lynas \u5728\u5f97\u514b\u8428\u65af\u5dde\u5efa\u8bbe\u91cd\u7a00\u571f\u5206\u79bb\u5382\uff0c\u83b7\u7f8e\u519b\u8d44\u91d1\u652f\u6301\uff0c\u4e13\u653b\u955d\u3001\u94fd\u751f\u4ea7\uff1bFreeport-McMoRan\u3001Lithium Americas \u7b49\u4f01\u4e1a\u4e5f\u5165\u5c40\u7a00\u571f\u53ca\u914d\u5957\u77ff\u4ea7\u5f00\u53d1\uff0c\u8bd5\u56fe\u5f62\u6210\u4ea7\u4e1a\u534f\u540c\u3002<\/p>\n

        \u4e09\u3001\u56f0\u5883\u96be\u7834\uff1a\u66ff\u4ee3\u8d5b\u9053\u4e09\u5927\u81f4\u547d\u77ed\u677f\uff0c\u77ed\u671f\u96be\u64bc\u4e2d\u56fd\u5730\u4f4d<\/h2>\n

        \u5c3d\u7ba1\u7f8e\u56fd\u53ca\u4f01\u4e1a\u5168\u529b\u51b2\u523a\uff0c\u4f46\u672c\u571f\u66ff\u4ee3\u4e4b\u8def\u5e03\u6ee1\u8346\u68d8\uff0c\u6280\u672f\u3001\u4ea7\u80fd\u3001\u65f6\u95f4\u4e09\u91cd\u58c1\u5792\uff0c\u8ba9 \u201c\u53bb\u4e2d\u56fd\u5316\u201d \u77ed\u671f\u5185\u6ca6\u4e3a\u7a7a\u8c08\u3002<\/p>\n

          \n
        1. \u6280\u672f\u65ad\u5c42\uff1a\u6570\u5341\u5e74\u5dee\u8ddd\u96be\u5f25\u8865\uff0c\u826f\u54c1\u7387\u4e0d\u8fbe\u6807<\/li>\n<\/ol>\n

          \u7a00\u571f\u51b6\u70bc\u3001\u91d1\u5c5e\u5316\u662f\u6280\u672f\u5bc6\u96c6\u578b\u73af\u8282\uff0c\u4f9d\u8d56\u957f\u671f\u5de5\u827a\u79ef\u7d2f\u4e0e\u4e13\u5229\u58c1\u5792\u3002\u4e2d\u56fd\u638c\u63e1\u5168\u7403 85% \u7684\u7a00\u571f\u8403\u53d6\u4e13\u5229\uff0c\u800c\u7f8e\u56fd\u4ec5 7%\uff0c\u5728 6N \u7ea7\u519b\u5de5\u7ea7\u7eaf\u5ea6\u6280\u672f\u4e0a\u5b58\u5728\u4ee3\u5dee\u3002REalloys \u867d\u7a81\u7834\u6280\u672f\u74f6\u9888\uff0c\u4f46\u89c4\u6a21\u5316\u751f\u4ea7\u4ecd\u9700\u78e8\u5408\uff1bMP Materials \u7684\u78c1\u4f53\u4ea7\u7ebf\u4ecd\u5904\u4e2d\u8bd5\u9636\u6bb5\uff0c\u4ea7\u54c1\u8d28\u91cf\u5c1a\u672a\u5b8c\u5168\u8fbe\u6807\u3002\u66f4\u5173\u952e\u7684\u662f\uff0c\u7f8e\u56fd\u7f3a\u4e4f\u719f\u7ec3\u6280\u672f\u5de5\u4eba\uff0c\u4e2d\u56fd\u6570\u5343\u540d\u4e13\u4e1a\u4eba\u624d\u7684\u50a8\u5907\uff0c\u662f\u7f8e\u56fd\u77ed\u671f\u5185\u65e0\u6cd5\u590d\u5236\u7684\u4f18\u52bf\u3002<\/p>\n

            \n
          1. \u4ea7\u80fd\u7f3a\u53e3\uff1a\u89c4\u6a21\u4e0d\u8db3\u6210\u672c\u9ad8\uff0c\u96be\u6ee1\u8db3\u519b\u5de5\u9700\u6c42<\/li>\n<\/ol>\n

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            \u540c\u65f6\uff0c\u7f8e\u56fd\u672c\u571f\u51b6\u70bc\u6210\u672c\u662f\u4e2d\u56fd\u7684 2.3 \u81f3 2.8 \u500d\uff0c\u91cd\u5efa\u5b8c\u6574\u4ea7\u4e1a\u94fe\u9700 8-10 \u5e74\u3001\u8d85 3000 \u4ebf\u7f8e\u5143\u6295\u5165\uff0c\u9ad8\u6602\u6210\u672c\u8ba9\u4f01\u4e1a\u96be\u4ee5\u76c8\u5229\uff0c\u4f9d\u8d56\u653f\u5e9c\u8865\u8d34\u7ef4\u6301\u3002<\/p>\n

              \n
            1. \u65f6\u95f4\u7d27\u8feb\uff1a8 \u4e2a\u6708\u7f13\u51b2\u671f\uff0c\u8fdc\u6c34\u96be\u89e3\u8fd1\u6e34<\/li>\n<\/ol>\n

              2027 \u5e74\u7981\u4ee4\u5012\u8ba1\u65f6\u5f00\u542f\uff0c\u4f46\u4ea7\u80fd\u5efa\u8bbe\u5468\u671f\u6f2b\u957f\uff1aREalloys \u4e00\u671f 2027 \u5e74\u6295\u4ea7\uff0c\u4e8c\u671f 2029 \u5e74\u624d\u6269\u4ea7\u5b8c\u6210\uff1bMP Materials \u65b0\u5de5\u5382 2028 \u5e74\u624d\u80fd\u6295\u4ea7\u3002\u8fd9\u610f\u5473\u7740\uff0c\u5728\u7981\u4ee4\u751f\u6548\u521d\u671f\uff0c\u7f8e\u519b\u4ecd\u5c06\u9762\u4e34\u7a00\u571f\u77ed\u7f3a\u5371\u673a\uff0cF-35 \u7b49\u6838\u5fc3\u88c5\u5907\u91cf\u4ea7\u6216\u6301\u7eed\u53d7\u963b\u3002<\/p>\n

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