{"id":433831,"date":"2022-08-16T00:03:48","date_gmt":"2022-08-16T07:03:48","guid":{"rendered":"https:\/\/nai500.com\/?p=433831"},"modified":"2024-04-17T10:44:29","modified_gmt":"2024-04-17T17:44:29","slug":"%e9%80%9a%e8%84%b9-%e5%89%8a%e6%b8%9b-%e6%b3%95%e6%a1%88-%e6%9d%90%e6%96%99%e8%82%a1-%e5%8f%97%e7%9b%8a","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/08\/%e9%80%9a%e8%84%b9-%e5%89%8a%e6%b8%9b-%e6%b3%95%e6%a1%88-%e6%9d%90%e6%96%99%e8%82%a1-%e5%8f%97%e7%9b%8a\/","title":{"rendered":"\u901a\u8139\u524a\u6e1b\u6cd5\u6848\u5c07\u9650\u5236\u4e2d\u570b\u4f9b\u61c9\uff0c\u9019\u652f\u6750\u6599\u80a1\u6709\u671b\u6210\u70ba\u6700\u5927\u53d7\u76ca\u8005"},"content":{"rendered":"

8\u67087\u65e5\uff0c\u7f8e\u570b\u53c3\u8b70\u9662\u6295\u7968\u901a\u904e\u4e86\u5099\u53d7\u95dc\u6ce8\u7684\u300a\u901a\u8139\u524a\u6e1b\u6cd5\u6848\u300b\uff0c\u6279\u51c6\u4e867400\u5104\u7f8e\u5143\u7684\u958b\u652f\u3002\u5e7e\u5929\u5f8c\uff0c\u9019\u9805\u6cd5\u6848\u4e5f\u5728\u773e\u8b70\u9662\u7372\u5f97\u901a\u904e\u3002\u64da\u7f8e\u570b\u5a92\u9ad4\u5831\u5c0e\uff0c\u7f8e\u570b\u7e3d\u7d71\u62dc\u767b\u8a08\u756b\u65bc8\u670816\u65e5\u7c3d\u7f722022\u5e74\u901a\u8139\u524a\u6e1b\u6cd5\u6848\u3002<\/p>\n

\u9019\u610f\u5473\u8457\u5927\u91cf\u806f\u90a6\u8cc7\u91d1\u5c07\u6e67\u5165\u7d93\u6fdf\u4e2d\uff0c\u5176\u4e2d\u5305\u62ec\u5c08\u9580\u81f4\u529b\u65bc\u7f8e\u570b\u80fd\u6e90\u5b89\u5168\u548c\u61c9\u5c0d\u6c23\u5019\u8b8a\u5316\u76843690\u5104\u7f8e\u5143\u3002\u6bcb\u5eb8\u7f6e\u7591\uff0c\u7da0\u8272\u80a1\u7968\u5c07\u6210\u70ba\u9019\u9805\u6cd5\u6848\u7684\u5927\u8d0f\u5bb6\uff0c\u5c24\u5176\u662f\u5c0dMP Materials\u00a0<\/b><\/strong>(<\/b><\/strong>MP<\/b><\/strong><\/a>)<\/b><\/strong>\u975e\u5e38\u6709\u5229\uff0c\u56e0\u70ba\u7f8e\u570b\u653f\u5e9c\u73fe\u5728\u5c0d\u4e2d\u570b\u548c\u7a00\u571f\u91d1\u5c6c\u7684\u7372\u53d6\u9014\u5f91\u9ad8\u5ea6\u7dca\u5f35\u3002<\/p>\n

\u672a\u4f86\u986f\u800c\u6613\u898b<\/b><\/strong><\/h2>\n

\u5f88\u986f\u7136\uff0c\u5728\u672a\u4f86\uff0c\u6211\u5011\u90fd\u6703\u4f7f\u7528\u96fb\u52d5\u6c7d\u8eca\uff0c\u7136\u5f8c\u5728\u5bb6\u88cf\u5145\u96fb\uff0c\u5c31\u50cf\u73fe\u5728\u6bcf\u5929\u665a\u4e0a\u7d66\u624b\u6a5f\u5145\u96fb\u4e00\u6a23\u81ea\u7136\u3002\u800c\u96fb\u52d5\u8eca\u5de8\u982d\u7279\u65af\u62c9Tesla\u00a0<\/b><\/strong>(<\/b><\/strong>TSLA<\/b><\/strong><\/a>)<\/b><\/strong>\u5728\u96fb\u52d5\u8eca\u884c\u696d\u5c31\u50cf\u860b\u679c\u516c\u53f8\u5728\u79d1\u6280\u9818\u57df\u4e00\u6a23\u3002\u4f46\u73fe\u968e\u6bb5\u53ea\u6709\u4e0d\u52301%\u7684\u7f8e\u570b\u4eba\u64c1\u6709\u96fb\u52d5\u6c7d\u8eca\uff0c\u5927\u90e8\u5206\u4eba\u9084\u5728\u4f7f\u7528\u6cb9\u8eca\u3002\u901a\u8139\u524a\u6e1b\u6cd5\u6848\u7684\u76ee\u6a19\u4e4b\u4e00\u5c31\u662f\u5e6b\u52a9\u96fb\u52d5\u6c7d\u8eca\u5f9e\u65e9\u671f\u63a1\u7528\u968e\u6bb5\u8f49\u79fb\u5230\u5ee3\u6cdb\u666e\u53ca\u968e\u6bb5\u3002<\/p>\n

\u6839\u64da\u7f8e\u570b\u7576\u524d\u7684\u6cd5\u898f\uff0c\u6d88\u8cbb\u8005\u8cfc\u7f6e\u65b0\u7684\u96fb\u52d5\u6c7d\u8eca\u5c07\u6709\u8cc7\u683c\u7372\u5f97\u6700\u9ad87500\u7f8e\u5143\u7684\u9000\u7a05\u3002\u4f46\u7b26\u5408\u9019\u4e00\u689d\u4ef6\u7684\u96fb\u52d5\u8eca\u88fd\u9020\u5546\u7522\u91cf\u4e0a\u9650\u61c9\u70ba20\u842c\u8f1b\uff0c\u800c\u7279\u65af\u62c9\u548c\u901a\u7528\u6c7d\u8ecaGeneral Motors\u00a0<\/b><\/strong>(<\/b><\/strong>GM<\/b><\/strong><\/a>)<\/b><\/strong>\u591a\u5e74\u524d\u5c31\u5df2\u7d93\u7a81\u7834\u4e86\u9019\u500b\u6578\u5b57\uff0c\u5c31\u9023\u8c50\u7530\u6c7d\u8eca\u4e5f\u525b\u525b\u7a81\u7834\u4e8620\u842c\u8f1b\u7684\u7522\u91cf\u4e0a\u9650\u3002\u798f\u7279\u548c\u65e5\u7522\u6c7d\u8eca\u4e5f\u5373\u5c07\u89f8\u53ca\u9019\u500b\u4e0a\u9650\u3002<\/p>\n

\u800c\u901a\u8139\u524a\u6e1b\u6cd5\u6848\u53d6\u6d88\u4e86\u6240\u6709\u9019\u4e9b\u96fb\u52d5\u6c7d\u8eca\u88fd\u9020\u5546\u7684\u7522\u91cf\u4e0a\u9650\u3002\u6309\u7167\u65b0\u898f\uff0c\u5f9e2024\u5e74\u958b\u59cb\uff0c\u6240\u6709\u4f7f\u7528\u4f86\u81ea\u201c\u76f8\u95dc\u5916\u570b\u5be6\u9ad4\u201d(\u5373\u4e2d\u570b)\u7a00\u571f\u91d1\u5c6c\u7684\u96fb\u52d5\u6c7d\u8eca\u90fd\u4e0d\u80fd\u7372\u5f97\u9000\u7a05\u3002\u800c\u76ee\u524d\u7684\u60c5\u6cc1\u662f\uff0c\u5e02\u9762\u4e0a\u5e7e\u4e4e\u4e0d\u53ef\u80fd\u627e\u5230\u4e00\u8f1b\u4e0d\u542b\u4e2d\u570b\u7a00\u571f\u91d1\u5c6c\u7684\u96fb\u52d5\u6c7d\u8eca\u3002<\/p>\n

\u7f8e\u570b\u53c3\u8b70\u54e1\u55ac\u00b7\u66fc\u6b3d(Joe Manchin)\u8868\u793a\uff0c\u201c\u6211\u8a8d\u70ba\u6211\u5011\u7684\u51fa\u884c\u6a21\u5f0f\u4e0d\u61c9\u8a72\u4f9d\u9760\u5916\u570b\u4f9b\u61c9\u93c8\u4f86\u5efa\u7acb\u3002\u201dManchin\u662f\u63a8\u52d5\u901a\u8139\u524a\u6e1b\u6cd5\u6848\u5728\u570b\u6703\u901a\u904e\u7684\u95dc\u9375\u4eba\u7269\u3002<\/p>\n

\u6578\u64da\u986f\u793a\uff0c\u4e2d\u570b\u662f\u5168\u4e16\u754c\u7a00\u571f\u91d1\u5c6c\u7684\u4e3b\u8981\u4f9b\u61c9\u4f86\u6e90\u30022018\u5e74\uff0c\u7f8e\u570b95%\u7684\u7a00\u571f\u91d1\u5c6c\u548c\u5408\u91d1\u5f9e\u4e2d\u570b\u9032\u53e3\u3002\u6240\u4ee5\u8aaa\uff0c\u901a\u8139\u524a\u6e1b\u6cd5\u6848\u5c0d\u96fb\u52d5\u6c7d\u8eca\u88fd\u9020\u5546\u4f86\u8aaa\u662f\u4e00\u7a2e\u80e1\u863f\u8514\u52a0\u5927\u68d2\u7684\u505a\u6cd5\uff0c\u76ee\u7684\u5c31\u662f\u8981\u6253\u7834\u4e2d\u570b\u5728\u7a00\u571f\u91d1\u5c6c\u9818\u57df\u7684\u4e3b\u5c0e\u5730\u4f4d\u3002<\/p>\n

\u9019\u610f\u5473\u8457\uff0c\u672a\u4f86\uff0c\u5728\u7f8e\u570b\u6216\u5176\u76df\u570b\u63a1\u8cfc\u548c\u63d0\u7149\u7a00\u571f\u91d1\u5c6c\u5c07\u6709\u5de8\u5927\u7684\u9700\u6c42\u3002\u7a00\u571f\u91d1\u5c6c\u5982\u91f9\u548c\u9420\u5728\u9ad8\u79d1\u6280\u9818\u57df\u975e\u5e38\u91cd\u8981\uff0c\u4e0d\u5149\u662f\u7528\u5728\u751f\u7522\u96fb\u52d5\u6c7d\u8eca\u4e0a\uff0c\u667a\u80fd\u624b\u6a5f\u3001\u98a8\u529b\u6e26\u8f2a\u6a5f\u3001\u91ab\u7642\u8a2d\u5099\u3001\u6a5f\u5668\u4eba\u3001\u9433\u5c04\u548c\u7121\u4eba\u6a5f\u4e2d\u4e5f\u6709\u5927\u91cf\u9700\u6c42\u3002<\/p>\n

MP Materials<\/b><\/strong>\u6703\u6210\u70ba\u5927\u8d0f\u5bb6<\/b><\/strong><\/h2>\n

MP Materials\u662f\u4e00\u5bb6\u4e3b\u8981\u7684\u7a00\u571f\u91d1\u5c6c\u751f\u7522\u5546\uff0c\u4e5f\u662f\u897f\u534a\u7403\u6700\u5927\u7684\u4f9b\u61c9\u5546\uff0c\u4f9b\u61c9\u7684\u7a00\u571f\u91d1\u5c6c\u7d04\u5360\u5168\u7403\u4f9b\u61c9\u91cf\u768415%\uff0c\u800c\u4e14\u9700\u6c42\u6975\u9ad8\u3002\u6b63\u5982\u7ba1\u7406\u5c64\u7d93\u5e38\u8aaa\u7684\u90a3\u6a23\uff0c\u201c\u6211\u5011\u5728\u9019\u500b\u9818\u57df\u4e0d\u53d7\u9700\u6c42\u7d04\u675f\uff0c\u800c\u662f\u53d7\u4f9b\u61c9\u7d04\u675f\u3002\u6839\u672c\u4e0d\u5b58\u5728\u9700\u6c42\u4e0d\u8db3\u9019\u56de\u4e8b\u3002\u201d<\/p>\n

\"\"<\/p>\n

\u81ea2020\u5e74\u4e0a\u5e02\u4ee5\u4f86\uff0c\u8a72\u516c\u53f8\u80a1\u7968\u5927\u7372\u5168\u52dd\u3002\u5118\u7ba1\u5df2\u7d93\u5750\u4eab\u5f88\u9ad8\u7684\u5229\u6f64\u7387(49%)\u548c\u6536\u5165\u589e\u9577(\u7b2c\u4e8c\u5b63\u5ea6\u589e\u957796%)\uff0c\u4f46\u96a8\u8457\u8a72\u516c\u53f8\u7b2c\u4e8c\u968e\u6bb5\u548c\u7b2c\u4e09\u968e\u6bb5\u8a2d\u65bd\u7684\u4e0a\u7dda\uff0c\u8a72\u516c\u53f8\u5c07\u4e0d\u518d\u9700\u8981\u5c07\u91d1\u5c6c\u904b\u9001\u5230\u4e2d\u570b\u7cbe\u7149\u5ee0\u52a0\u5de5\u3002\u7ba1\u7406\u5c64\u5e0c\u671b\u57282023\u5e74\u958b\u59cb\u589e\u52a0\u7522\u91cf\uff0c\u800c\u4e14\u5df2\u7d93\u7c3d\u7f72\u4e86\u4e00\u4efd\u9577\u671f\u4f9b\u61c9\u5408\u540c\uff0c\u958b\u59cb\u70ba\u901a\u7528\u6c7d\u8eca\u767c\u52d5\u6a5f\u63d0\u4f9b\u96fb\u52d5\u6c7d\u8eca\u78c1\u9ad4\u3002<\/p>\n

\u4eca\u5e74\u65e9\u4e9b\u6642\u5019\uff0c\u8a72\u516c\u53f8\u9084\u7372\u5f97\u4e86\u7f8e\u570b\u570b\u9632\u90e8\u4e00\u4efd\u50f9\u503c3500\u842c\u7f8e\u5143\u7684\u5408\u540c\uff0c\u5728\u4f4d\u65bc\u52a0\u5dde\u5e15\u65af\u5c71\u7684\u5de5\u5ee0\u63d0\u7149\u91cd\u7a00\u571f\u5143\u7d20(HREE)\u3002\u5728\u7f8e\u570b\u570b\u9632\u90e8\u770b\u4f86\uff0c\u7a00\u571f\u91d1\u5c6c\u662f\u4e00\u7a2e\u6230\u7565\u8cc7\u7522\uff0c\u800cMP Materials\u4e00\u76f4\u5c08\u6ce8\u65bc\u50cf\u91f9\u548c\u9420\u9019\u6a23\u7684\u201c\u8f15\u201d\u7a00\u571f\uff0c\u9019\u662f\u975e\u5e38\u6709\u50f9\u503c\u548c\u975e\u5e38\u6709\u5229\u53ef\u5716\u7684\u3002\u9577\u671f\u4ee5\u4f86\uff0c\u4e2d\u570b\u4e00\u76f4\u662f\u201c\u91cd\u201d\u7a00\u571f\u5e02\u5834\u7684\u4e3b\u5c0e\u8005\uff0c\u800c\u570b\u9632\u90e8\u7684\u5408\u540c\u5c31\u662f\u8a66\u5716\u626d\u8f49\u9019\u7a2e\u5c40\u9762\u3002<\/p>\n

MP\u662f\u7da0\u8272\u7d93\u6fdf\u7684\u6709\u529b\u9078\u64c7<\/b><\/strong><\/h2>\n

\u7576\u7136\u4e86\uff0c\u8a72\u516c\u53f8\u5728\u5317\u7f8e\u4e5f\u4e26\u975e\u6c92\u6709\u7af6\u722d\u5c0d\u624b\u3002\u96d6\u7136\u662f\u897f\u534a\u7403\u6700\u5927\u7684\u7a00\u571f\u91d1\u5c6c\u4f86\u6e90\uff0c\u4f46\u5728\u6fb3\u5927\u5229\u4e9e\uff0cLynas Rare Earths<\/b><\/strong>\u00a0<\/b><\/strong>(NASDAQOTH:LYSDY<\/a>)\u5229\u6f64\u7387\u4e5f\u5f88\u9ad8(45%\u7684\u5229\u6f64\u7387)\uff0c\u71df\u6536\u751a\u81f3\u8d85\u904eMP Materials(\u904e\u53bb12\u500b\u6708\u70ba6\u5104\u7f8e\u5143\uff0cMP\u70ba5\u5104\u7f8e\u5143)\u3002<\/p>\n

\u6cc1\u4e14\uff0cLynas\u4e0d\u50c5\u6709\u7a00\u571f\u7926\uff0c\u5728\u99ac\u4f86\u897f\u4e9e\u9084\u6709\u4e00\u500b\u5df2\u7d93\u7d93\u904b\u71df\u591a\u5e74\u7684\u7149\u6cb9\u8a2d\u65bd\u3002\u4e0d\u904e\uff0c\u56e0\u70ba\u74b0\u4fdd\u65b9\u9762\u7684\u554f\u984c\uff0c\u7d93\u904e\u6295\u8a34\u548c\u8abf\u67e5\uff0cLynas\u540c\u610f\u57282023\u5e74\u5c07\u5176\u7149\u6cb9\u5ee0\u5b8c\u5168\u9077\u51fa\u99ac\u4f86\u897f\u4e9e\uff0c\u4e26\u9077\u81f3\u6fb3\u5927\u5229\u4e9e\u5167\u9678\u3002<\/p>\n

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