{"id":645543,"date":"2026-06-23T07:16:54","date_gmt":"2026-06-23T14:16:54","guid":{"rendered":"https:\/\/nai500.com\/?p=645543"},"modified":"2026-06-23T07:16:54","modified_gmt":"2026-06-23T14:16:54","slug":"energy-fuels-%e6%94%b6%e8%b4%ad-vac%ef%bc%8c%e8%a5%bf%e6%96%b9%e6%9c%80%e5%a4%a7%e7%a8%80%e5%9c%9f%e7%a3%81%e9%93%81%e7%94%9f%e4%ba%a7%e5%95%86%e8%a6%81%e8%af%9e%e7%94%9f%e4%ba%86%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/06\/energy-fuels-%e6%94%b6%e8%b4%ad-vac%ef%bc%8c%e8%a5%bf%e6%96%b9%e6%9c%80%e5%a4%a7%e7%a8%80%e5%9c%9f%e7%a3%81%e9%93%81%e7%94%9f%e4%ba%a7%e5%95%86%e8%a6%81%e8%af%9e%e7%94%9f%e4%ba%86%ef%bc%9f\/","title":{"rendered":"Energy Fuels \u6536\u8d2d 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\u7684\u80a1\u6743\u4f30\u503c\u7ea6\u4e3a 19 \u4ebf\u7f8e\u5143\u3002\u4ea4\u6613\u9884\u8ba1 2027 \u5e74\u521d\u5b8c\u6210\uff0c\u5c4a\u65f6 Ara Partners \u5c06\u6210\u4e3a Energy Fuels \u6700\u5927\u80a1\u4e1c\u4e4b\u4e00\uff0c\u6301\u80a1\u7ea6 20%\uff0c\u5e76\u83b7\u5f97\u4e00\u4e2a\u8463\u4e8b\u4f1a\u5e2d\u4f4d\u3002<\/p>\n<p>\u8fd9\u7b14\u94b1\u4e70\u7684\u4e0d\u53ea\u662f\u5de5\u5382\uff0c\u66f4\u662f\u897f\u65b9\u7a00\u7f3a\u7684\u78c1\u94c1\u5236\u9020\u80fd\u529b\u3002<\/p>\n<p>VAC \u6709\u8d85\u8fc7 100 \u5e74\u5386\u53f2\uff0c\u62e5\u6709 400 \u591a\u9879\u4e13\u5229\uff0c\u5ba2\u6237\u8d85\u8fc7 1000 \u5bb6\uff0c\u5305\u62ec\u901a\u7528\u6c7d\u8f66\u7b49\u5de8\u5934\u3002\u5b83\u662f\u6b27\u6d32\u548c\u7f8e\u56fd\u552f\u4e00\u4e00\u5bb6\u62e5\u6709\u5168\u7cfb\u5217\u5ba2\u6237\u8ba4\u8bc1 NdFeB\uff08\u9495\u94c1\u787c\uff09\u548c SmCo\uff08\u9490\u94b4\uff09\u78c1\u4f53\u7684\u5546\u4e1a\u751f\u4ea7\u5546\uff0c\u4ea7\u54c1\u8986\u76d6\u56fd\u9632\u3001\u822a\u7a7a\u822a\u5929\u7b49\u9ad8\u8981\u6c42\u573a\u666f\u3002<\/p>\n<p>\u76ee\u524d VAC \u5728\u5fb7\u56fd\u3001\u7f8e\u56fd\u3001\u9a6c\u6765\u897f\u4e9a\u7b49\u5730\u8bbe\u6709\u5de5\u5382\u3002\u5176\u4e2d\u7f8e\u56fd\u5357\u5361\u7f57\u6765\u7eb3\u5dde\u8428\u59c6\u7279\u5de5\u5382\u662f\u7f8e\u56fd\u6700\u5927\u7684\u89c4\u6a21\u5316\u6c38\u78c1\u4f53\u5de5\u5382\uff0c\u73b0\u6709\u4ea7\u80fd 2000 \u5428 \/ \u5e74\uff0c\u53ef\u6269\u4ea7\u81f3 12000 \u5428 \/ \u5e74\u3002\u8fc7\u53bb\u5341\u5e74\uff0cVAC \u7d2f\u8ba1\u4ea4\u4ed8\u4e86\u8d85\u8fc7 10 \u4ebf\u5757\u7a00\u571f\u6c38\u78c1\u4f53\u3002\u7ea6 85% \u7684\u4ea7\u54c1\u6309\u5ba2\u6237\u89c4\u683c\u5b9a\u5236\uff0c\u4e0e\u6700\u5927\u5ba2\u6237\u7684\u5408\u4f5c\u5173\u7cfb\u5e73\u5747\u8d85\u8fc7 30 \u5e74\u3002<\/p>\n<p>VAC 2025 \u5e74\u8c03\u6574\u540e EBITDA \u4e3a 2900 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