{"id":194266,"date":"2017-09-18T02:00:05","date_gmt":"2017-09-18T09:00:05","guid":{"rendered":"https:\/\/nai500.com\/?p=194266\/"},"modified":"2017-09-17T20:55:28","modified_gmt":"2017-09-18T03:55:28","slug":"blackrock-fund-bets-big-electric-future-lithium","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2017\/09\/blackrock-fund-bets-big-electric-future-lithium\/","title":{"rendered":"\u9ed1\u77f3\u63a7\u80a1\u591a\u5bb6\u92f0\u7926\u4f01\u696d\uff0c\u62bc\u5bf6\u96fb\u52d5\u6c7d\u8eca\u672a\u4f86"},"content":{"rendered":"

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\u76ee\u524d\u92f0\u7522\u91cf\u4e3b\u8981\u7531\u56db\u5bb6\u5927\u578b\u4f01\u696d\u4e3b\u5bb0\uff1a\u667a\u5229SQM\u3001FMC\u3001Albemarle\u4ee5\u53ca\u4e2d\u570b\u5929\u9f4a\u92f0\u696d\u3002\u7136\u800c\uff0c\u9084\u6709\u5927\u91cf\u5c0f\u578b\u516c\u53f8\u6b63\u5728\u7af6\u76f8\u5411\u5e02\u5834\u4f9b\u61c9\u92f0\uff0c\u4ee5\u53ca\u4f7f\u5b83\u5011\u7684\u6750\u6599\u7372\u5f97\u6279\u51c6\u7528\u65bc\u96fb\u6c60\u4e2d\u3002Hambro\u7a31\uff1a\u201c\u90a3\u4e9b\u5177\u6709\u5148\u767c\u512a\u52e2\u5e76\u8207\u512a\u8cea\u5ba2\u6236\u7c3d\u8a02\u4f9b\u61c9\u5408\u540c\u7684\u4f01\u696d\u5c07\u8d0f\u5f97\u8c50\u539a\u7684\u5229\u6f64\u7387\u3002\u201d<\/p>\n

\u4f46\u4e0d\u662f\u4eba\u4eba\u90fd\u770b\u597d\u92f0\u524d\u666f\uff0c\u6709\u6a5f\u69cb\u64d4\u4efb\u4eca\u5e74\u92f0\u50f9\u683c\u6f32\u5e45\u904e\u9ad8\u3002\u6469\u6839\u5927\u901a\u8cc7\u7522\u7ba1\u7406\u516c\u53f8\u7ba1\u740620\u5104\u7f8e\u5143\u81ea\u7136\u8cc7\u6e90\u80a1\u7968\u7684Neil Gregson\u8868\u793a\uff0c\u8a31\u591a\u65b0\u9805\u76ee\u5c07\u722d\u53d6\u6295\u7522\uff0c\u5df2\u7d93\u6295\u7522\u7684\u521d\u7d1a\u751f\u7522\u5546\u4e5f\u5c07\u53d7\u50f9\u683c\u4e0a\u6f32\u5438\u5f15\u7aed\u529b\u64f4\u5927\u7522\u91cf\u3002<\/p>\n

Gregson\u7a31\uff0c\u73fe\u5728\u7684\u92f0\u884c\u696d\u4e4b\u706b\u7206\u82072010\u5e74\u7684\u7a00\u571f\u71b1\u5982\u51fa\u4e00\u8f4d\uff0c\u7576\u6642\u64d4\u5fc3\u4e2d\u570b\u524a\u6e1b\u4f9b\u61c9\uff0c\u5c0e\u81f4\u7a00\u571f\u50f9\u683c\u8fc5\u901f\u4e0a\u8ea5\uff0c\u4f46\u5169\u5e74\u4e4b\u5f8c\u50f9\u683c\u66b4\u8dcc\u30022007\u5e74\u923e\u7926\u4e5f\u51fa\u73fe\u4e86\u985e\u4f3c\u7684\u7e41\u69ae\u666f\u8c61\uff0c\u4fc3\u4f7f\u7926\u4f01\u91cd\u555f\u95dc\u9589\u7684\u7926\u5c71\u3002<\/p>\n

Gregson\u8aaa\u9053\uff1a\u201c\u986f\u800c\u6613\u898b\u92f0\u4e3b\u984c\u7684\u71b1\u9580\u9084\u5c07\u6301\u7e8c\u4e00\u6bb5\u6642\u9593\uff0c\u4f46\u548c\u923e\u548c\u7a00\u571f\u7684\u7d50\u5c40\u4e00\u6a23\uff0c\u6700\u7d4210\u500b\u9805\u76ee\u53ef\u80fd\u67099\u500b\u4e0d\u6703\u898b\u5929\u65e5\u3002\u201d<\/p>\n

\u904e\u53bb\u4e00\u5e74\u4e2d\u92f0\u958b\u767c\u5546\u548c\u52d8\u63a2\u5546\u5171\u52df\u96c6\u4e8610\u5104\u7f8e\u5143\u8cc7\u91d1\uff0c\u4f46\u502b\u6566\u92f0\u884c\u696d\u7814\u7a76\u6a5f\u69cbBenchmark Mineral Intelligence\u5206\u6790\u5e2bSimon Moores\u8a8d\u70ba\uff0c\u70ba\u4e86\u8ddf\u4e0a\u9700\u6c42\uff0c\u52302025\u5e74\u878d\u8cc7\u898f\u6a21\u9700\u8981\u5347\u81f360\u5104\u7f8e\u5143\u3002<\/p>\n

Hambro\u662f\u65b0\u8208\u7684\u92f0\u8cc7\u6e90\u7684\u71b1\u60c5\u6295\u8cc7\u8005\u4e4b\u4e00\u3002\u9ed1\u77f3\u4e16\u754c\u7926\u696d\u4fe1\u8a17\u73fe\u5728\u5df2\u7d93\u662f\u4eca\u5e74\u5728\u6fb3\u5927\u5229\u4e9e\u7b2c\u4e00\u6b21\u751f\u7522\u51fa\u92f0\u7684Galaxy Resources\u7684\u6700\u5927\u80a1\u6771\u3002\u540c\u6642\uff0c\u9019\u96bb\u4fe1\u8a17\u9084\u662f\u52a0\u62ff\u5927\u4e0a\u5e02\u92f0\u516c\u53f8Nemaska Lithium\u7684\u7b2c\u4e8c\u5927\u80a1\u6771\uff0c\u4e26\u4e14\u6301\u6709\u6fb3\u5927\u5229\u4e9e\u7926\u4f01Pilbara Minerals\u7684\u80a1\u4efd\u3002<\/p>\n

2016\u5e745\u6708\u9ed1\u77f3\u6536\u8cfc\u4e86\u502b\u6566\u4e0a\u5e02\u7684Bacanora Minerals\u50f9\u503c770\u842c\u82f1\u938a\u7684\u80a1\u4efd\uff0c\u9019\u5bb6\u516c\u53f8\u6b63\u5728\u58a8\u897f\u54e5\u5317\u90e8\u9032\u884c\u92f0\u9805\u76ee\u7684\u53ef\u884c\u6027\u7814\u7a76\u3002<\/p>\n

Hambro\u8868\u793a\uff0c\u4ed6\u5c0d\u8a72\u884c\u696d\u7684\u8208\u8da3\u59cb\u65bc\u5e7e\u5e74\u524d\u8207\u8ca0\u8cac\u65b0\u80fd\u6e90\u57fa\u91d1\u7684\u540c\u4e8b\u5408\u4f5c\u4e00\u500b\u96fb\u6c60\u9805\u76ee\u3002Hambro\u7684\u57fa\u91d1\u6301\u6709\u00a0Albemarle<\/a>\u80a1\u7968\uff0c\u8a72\u516c\u53f8\u80a1\u50f9\u4eca\u5e74\u5df2\u7d93\u7d2f\u8a08\u4e0a\u6f32\u4e8646%\uff0c\u4f46Hambro\u8a8d\u70ba\u9019\u96bb\u521d\u7d1a\u92f0\u958b\u767c\u516c\u53f8\u76f8\u6bd4\u6210\u719f\u751f\u7522\u5546\u4f9d\u7136\u5927\u5e45\u6298\u50f9\u3002<\/p>\n

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