{"id":451951,"date":"2023-02-12T22:59:58","date_gmt":"2023-02-13T06:59:58","guid":{"rendered":"https:\/\/nai500.com\/blog\/2023\/02\/%e5%85%a8%e7%90%83%e9%94%82%e4%b8%9a%e4%b8%89%e5%b7%a8%e5%a4%b4%e4%bb%8a%e9%9d%9e%e6%98%94%e6%af%94%ef%bc%8c%e8%bf%99%e4%b8%aa%e5%9b%bd%e5%ae%b6%e8%bf%85%e9%80%9f%e5%b4%9b%e8%b5%b7\/"},"modified":"2023-02-12T23:00:14","modified_gmt":"2023-02-13T07:00:14","slug":"%e5%85%a8%e7%90%83%e9%8b%b0%e6%a5%ad%e4%b8%89%e5%b7%a8%e9%a0%ad%e4%bb%8a%e9%9d%9e%e6%98%94%e6%af%94%ef%bc%8c%e9%80%99%e5%80%8b%e5%9c%8b%e5%ae%b6%e8%bf%85%e9%80%9f%e5%b4%9b%e8%b5%b7","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/02\/%e5%85%a8%e7%90%83%e9%8b%b0%e6%a5%ad%e4%b8%89%e5%b7%a8%e9%a0%ad%e4%bb%8a%e9%9d%9e%e6%98%94%e6%af%94%ef%bc%8c%e9%80%99%e5%80%8b%e5%9c%8b%e5%ae%b6%e8%bf%85%e9%80%9f%e5%b4%9b%e8%b5%b7\/","title":{"rendered":"\u5168\u7403\u92f0\u696d\u4e09\u5de8\u982d\u4eca\u975e\u6614\u6bd4\uff0c\u9019\u500b\u570b\u5bb6\u8fc5\u901f\u5d1b\u8d77"},"content":{"rendered":"

\u6709\u8208\u8da3\u6295\u8cc7\u92f0\u7926\u516c\u53f8\uff1f\u5168\u7403\u5e02\u503c\u6700\u5927\u7684\u92f0\u751f\u7522\u5546\u81ea\u7136\u66f4\u53d7\u95dc\u6ce8\u3002\u5f88\u9577\u4e00\u6bb5\u6642\u9593\u4ee5\u4f86\uff0c\u5168\u7403\u591a\u6578\u92f0\u90fd\u7522\u81ea\u96c5\u4fdd\u3001SQM\u548cFMC\u9019\u4e09\u5927\u92f0\u696d\u5de8\u982d\u3002\u4e0d\u904e\u5c31\u5728\u904e\u53bb\u5e7e\u5e74\uff0c\u5168\u7403\u92f0\u7926\u5de8\u982d\u540d\u55ae\u767c\u751f\u4e86\u5de8\u5927\u7684\u8b8a\u5316\uff0c\u5176\u4e2d\u4e2d\u570b\u92f0\u696d\u7684\u5d1b\u8d77\u5c24\u70ba\u77da\u76ee\u3002<\/p>\n

2022\u5e74\uff0c\u4e2d\u570b\u7684\u92f0\u958b\u63a1\u7522\u91cf\u5728\u5168\u7403\u6392\u540d\u7b2c\u4e09\uff0c\u50c5\u6b21\u65bc\u6fb3\u5927\u5229\u4e9e\u548c\u667a\u5229\u3002\u53e6\u5916S&P Global Market Intelligence\u7684\u5206\u6790\u5e2b\u6307\u51fa\uff0c\u4e2d\u570b2020\u5e74\u50c5\u5360\u5168\u7403\u92f0\u539f\u6750\u6599\u4f9b\u61c9\u7684\u5927\u7d0412%\uff0c\u4f46\u5728\u92f0\u52a0\u5de5\u548c\u7cbe\u7149\u9818\u57df\u9818\u5148\u5168\u7403\u3002\u672a\u4f86\uff0c\u4e2d\u570b\u9810\u8a08\u5c07\u9a45\u52d5\u92f0\u96e2\u5b50\u96fb\u6c60\u7684\u751f\u7522\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u65b0\u7684\u5168\u7403\u4e09\u5927\u92f0\u696d\u5de8\u982d\uff08\u5e02\u503c\u6578\u64da\u622a\u6b622023\u5e742\u67082\u65e5\uff09\uff1a<\/p>\n

1. \u96c5\u4fdd<\/h2>\n

\u5e02\u503c\uff1a340\u5104\u7f8e\u5143<\/p>\n

\u96c5\u4fddAlbemarle\uff08NYSE:ALB\uff09<\/a>\u54e1\u5de5\u4eba\u6578\u90545000\u4eba\uff0c\u516c\u53f8\u5ba2\u6236\u8986\u84cb\u5168\u7403100\u500b\u570b\u5bb6\u3002\u9664\u4e86\u92f0\uff0c\u8a72\u516c\u53f8\u9084\u751f\u7522\u6eb4\u4e26\u63d0\u4f9b\u7cbe\u7149\u89e3\u6c7a\u65b9\u6848\u4ee5\u53ca\u9762\u5411\u88fd\u85e5\u516c\u53f8\u7684\u5316\u5b78\u670d\u52d9\u30022015\u5e74\u521d\uff0c\u96c5\u4fdd\u5b8c\u6210\u5c0dRockwood Holdings\u7684\u6536\u8cfc\u4e26\u6210\u70ba\u92f0\u696d\u5de8\u982d\uff0c\u65d7\u4e0b\u7684\u92f0\u696d\u8cc7\u7522\u5305\u62ec\u7f8e\u570bClayton Valley\u7684\u92f0\u9e7d\u6e56\uff0c\u4f4d\u65bc\u667a\u5229\u7684Salar de Atacama\u9e7d\u6e56\uff0c\u4ee5\u53caGreenbushes\u786c\u5ca9\u92f0\u792649%\u7684\u80a1\u6b0a\u3002<\/p>\n

2018\u5e74\uff0c\u667a\u5229\u653f\u5e9c\u6a5f\u69cbCorfo\u6279\u51c6\u96c5\u4fdd\u64f4\u5927\u63d0\u92f0\u914d\u984d\u7684\u8acb\u6c42\uff0c\u76ee\u524d\u8a72\u516c\u53f8\u7372\u5f97\u6388\u6b0a\u6bcf\u5e74\u5728\u667a\u5229\u751f\u7522\u4e0d\u8d85\u904e14.5\u842c\u5678\u7684\u78b3\u9178\u92f0\u7576\u91cf\u76f4\u81f32043\u5e74\u3002\u8a72\u516c\u53f8\u4f4d\u65bc\u667a\u5229\u7684La Negra\u4e09\u671f\u548c\u56db\u671f\u52a0\u5de5\u5ee0\u76ee\u524d\u5df2\u7d93\u958b\u59cb\u5275\u6536\u3002<\/p>\n

2019\u5e74\uff0c\u96c5\u4fdd\u7c3d\u7f72\u4e00\u980511.5\u5104\u7f8e\u5143\u7684\u6295\u8cc7\u5354\u8b70\uff0c\u6536\u8cfc\u6fb3\u5927\u5229\u4e9e\u92f0\u7926\u5546Mineral Resources (MinRes) (ASX:MIN,OTC Pink:MALRF) 50%\u7684\u80a1\u6b0a\u4e26\u7d44\u5efa\u5408\u8cc7\u4f01\u696dMARBL\uff0c\u5f8c\u8005\u5c07\u64c1\u6709\u548c\u7d93\u71df\u897f\u6fb3\u5927\u5229\u4e9e\u5dde\u7684Wodgina\u786c\u5ca9\u92f0\u7926\u3002Wodgina\u76ee\u524d\u5df2\u7d93\u91cd\u555f\u4e26\u57282022\u5e745\u6708\u9996\u6b21\u751f\u7522\u3002\u622a\u6b622022\u5e74\u5e95\uff0cKemerton\u4e00\u671f\u548c\u4e8c\u671f\u6c2b\u6c27\u5316\u92f0\u7522\u7dda\u5747\u5df2\u7ae3\u5de5\u3002<\/p>\n

2022\u5e7410\u6708\uff0c\u96c5\u4fdd\u7372\u5f971.50\u5104\u7684\u7f8e\u570b\u96fb\u6c60\u4f9b\u61c9\u93c8\u88dc\u52a9\uff0c\u8cc7\u52a9\u5317\u5361\u7f85\u4f86\u7d0d\u5dde\u7684\u4e00\u5ea7\u5546\u696d\u5316\u898f\u6a21\u7684\u92f0\u52a0\u5de5\u5ee0\uff0c\u65e5\u5f8c\u5c07\u5411\u96c5\u4fdd\u79d1\u6280\u5712\u4f9b\u61c9\u92f0\u30022022\u5e74\u5e95\uff0c\u8a72\u516c\u53f8\u5b8c\u6210\u5c0d\u5ee3\u897f\u5929\u6e90\u65b0\u80fd\u6e90\u6750\u6599\u7684\u6536\u8cfc\uff0c\u6536\u8cfc\u6a19\u7684\u5305\u62ec\u4e00\u5ea7\u9810\u8a08\u6bcf\u5e74\u80fd\u8f49\u53162.5\u842c\u5678\u78b3\u9178\u92f0\u7576\u91cf\u7684\u5de5\u5ee0\u3002<\/p>\n

2. SQM<\/h2>\n

\u5e02\u503c\uff1a255.9\u5104\u7f8e\u5143<\/p>\n

Sociedad Quimica y Minera de Chile SA\uff08NYSE:SQM\uff09<\/a>\u81ea\u7a31\u5728\u92f0\u4ee5\u53ca\u884d\u751f\u54c1\u5e02\u5834\u4f54\u64da19%\u7684\u4efd\u984d\uff0c\u572820\u591a\u500b\u570b\u5bb6\u8a2d\u6709\u8fa6\u4e8b\u8655\uff0c\u5ba2\u6236\u8986\u84cb110\u500b\u570b\u5bb6\uff0c\u516c\u53f8\u65d7\u4e0b\u8a2d\u6709\u5305\u62ec\u92f0\u3001\u9240\u4ee5\u53ca\u5c08\u696d\u690d\u7269\u71df\u990a\u7b495\u500b\u696d\u52d9\u677f\u584a\u3002<\/p>\n

SQM\u7684\u92f0\u696d\u52d9\u4f4d\u65bc\u667a\u5229\uff0c2018\u5e741\u6708\uff0c\u516c\u53f8\u8207\u667a\u5229\u7684Corfo\u5c31\u963f\u5854\u5361\u746a\uff08Salar de Atacama\uff09\u92f0\u9e7d\u6e56\u7684\u79df\u7d04\u9054\u6210\u5354\u8b70\u30022016\u5e74\uff0cSQM\u8207Lithium Americas Corp.\uff08TSX:LAC\uff09\uff08NYSE:LAC\uff09\u5ba3\u4f48\u958b\u767c\u963f\u6839\u5ef7\u7684Cauchari-Olaroz\u92f0\u9805\u76ee\u3002\u5169\u5e74\u4e4b\u5f8c\uff0c\u8d1b\u92d2\u6536\u8cfcSQM\u8a72\u9805\u76ee\u7684\u6b0a\u76ca\u3002\u9664\u4e86\u5357\u7f8e\u6d32\uff0cSQM\u9084\u5728\u958b\u767c\u4f4d\u65bc\u6fb3\u5927\u5229\u4e9e\u7684Mount Holland\u786c\u5ca9\u92f0\u9805\u76ee\u3002<\/p>\n

SQM\u9810\u8a08\u516c\u53f82022\u5e74\u7684\u92b7\u91cf\u5c07\u8d85\u904e14\u842c\u5678\uff0c\u5176\u4e2d\u9810\u8a08\u50c520%\u7684\u92b7\u552e\u63a1\u53d6\u7684\u662f\u56fa\u5b9a\u5408\u540c\u50f9\u6216\u8005\u662f\u8a2d\u5b9a\u4e86\u50f9\u683c\u4e0a\u9650\u548c\u4e0b\u9650\u7684\u53ef\u8b8a\u50f9\u3002\u4e0d\u904e\u5230\u4eca\u5e74\u4e09\u5b63\u5ea6\u672b\uff0c\u6240\u6709\u92b7\u552e\u90fd\u5c07\u662f\u5408\u540c\u50f9\uff0c\u4e26\u4e14\u516c\u53f8\u76ee\u524d\u92b7\u91cf\u5df2\u7d93\u9054\u523011.2\u842c\u5678\u3002<\/p>\n

3. \u8d1b\u92d2\u92f0\u696d<\/h2>\n

\u5e02\u503c\uff1a230.1\u5104\u7f8e\u5143<\/p>\n

\u8d1b\u92d2\u92f0\u696dGanfeng Lithium(OTC Pink:GNENF<\/a>,SZSE:002460,HKEX:1772)\u662f\u4e2d\u570b\u6700\u5927\u7684\u92f0\u5316\u5408\u7269\u751f\u7522\u5546\uff0c\u540c\u6642\u4e5f\u662f\u5168\u7403\u6700\u5927\u7684\u92f0\u91d1\u5c6c\u751f\u7522\u5546\u4e4b\u4e00\uff08\u6309\u7522\u80fd\u8a08\u7b97\uff09\u3002\u8a72\u516c\u53f8\u7684\u92f0\u8cc7\u6e90\u6b0a\u76ca\u8986\u84cb\u4e16\u754c\u5404\u5730\uff0c\u5176\u4e2d\u5305\u62ec\u6fb3\u5927\u5229\u4e9e\u3001\u963f\u6839\u5ef7\u3001\u4e2d\u570b\u548c\u611b\u723e\u862d\uff0c\u4f46\u4e3b\u8981\u7684\u92f0\u539f\u6750\u6599\u4f86\u6e90\u662f\u4f4d\u65bc\u897f\u6fb3\u5927\u5229\u4e9e\u5dde\u7684Mount Marion\u3002\u8a72\u516c\u53f8\u662f\u8d1b\u92d2\u92f0\u696d\u548cMinRes\u7684\u5408\u8cc7\u4f01\u696d\uff0c\u6301\u80a1\u540450%\u3002<\/p>\n

2018\u5e74\uff0c\u8d1b\u92d2\u92f0\u696d\u5728\u9999\u6e2f\u4e0a\u5e02\uff0c\u540c\u5e74\u6536\u8cfcSQM\u6301\u6709Lithium Americas\u65d7\u4e0bCauchari-Olaroz\u92f0\u9e7d\u6e56\u9805\u76ee\u7684\u6b0a\u76ca\u30022020\u5e742\u6708\uff0c\u8d1b\u92d2\u5c07\u9019\u4e00\u963f\u6839\u5ef7\u92f0\u7926\u9805\u76ee\u7684\u6b0a\u76ca\u63d0\u5347\u81f351%\uff0c\u7372\u5f97\u8a72\u8cc7\u7522\u7684\u63a7\u80a1\u6b0a\u3002\u8d1b\u92d2\u5df2\u7d93\u8ddf\u5305\u62ec\u7279\u65af\u62c9Tesla Inc\uff08NASDAQ:TSLA\uff09\u3001\u5bf6\u99acBMW(OTC Pink:BMWYY,ETR:BMW)\u3001\u97d3\u570b\u96fb\u6c60\u88fd\u9020\u5546LG\u5316\u5b78(KRX:051910)\u4ee5\u53ca\u5927\u773e\u6c7d\u8ecaVolkswagen (OTC Pink:VLKAF,FWB:VOW)\u7c3d\u7f72\u4f9b\u8ca8\u5354\u8b70\u3002<\/p>\n

2021\u5e74\uff0c\u8a72\u516c\u53f8\u65a5\u8cc72.645\u5104\u7f8e\u5143\u6536\u8cfcBacanora Lithium\u7684\u5269\u9918\u80a1\u6b0a\uff0c1.30\u5104\u7f8e\u5143\u6536\u8cfc\u99ac\u88e1\u4e00\u5ea7\u92f0\u792650%\u7684\u80a1\u6b0a\uff0c\u4ee5\u53ca14.7\u5104\u5143\u6536\u8cfc\u4e2d\u570b\u4e94\u7926\u6301\u6709\u7684\u9e7d\u6e56\u9805\u76ee49%\u7684\u80a1\u6b0a\u30022022\u5e74\u4e2d\uff0c\u8d1b\u92d2\u65a5\u8cc79.62\u5104\u7f8e\u5143\u6536\u8cfc\u963f\u6839\u5ef7\u79c1\u4eba\u516c\u53f8Lithea\uff0c\u5c07\u85a9\u723e\u5854\u7701\u5169\u5ea7\u92f0\u9e7d\u6e56\u6536\u5165\u56ca\u4e2d\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u6709\u8208\u8da3\u6295\u8cc7\u92f0\u7926\u516c\u53f8\uff1f\u5168\u7403\u5e02\u503c\u6700\u5927\u7684\u92f0\u751f\u7522\u5546\u81ea\u7136\u66f4\u53d7\u95dc\u6ce8\u3002\u5f88\u9577\u4e00\u6bb5\u6642\u9593\u4ee5\u4f86\uff0c\u5168\u7403\u591a\u6578\u92f0\u90fd\u7522\u81ea\u96c5\u4fdd\u3001SQM\u548cFMC […]<\/p>\n","protected":false},"author":27,"featured_media":406034,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[801,672,773,803],"class_list":["post-451951","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-801","tag-672","tag-773","tag-803","sectors-mining-zh-hant","sectors-energy-metals-tch","locations-china-zh-hant","locations-us-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/451951","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=451951"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/451951\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/406034"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=451951"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=451951"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=451951"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}