{"id":456226,"date":"2023-03-28T20:57:40","date_gmt":"2023-03-29T03:57:40","guid":{"rendered":"https:\/\/nai500.com\/blog\/2023\/03\/2023%e5%b9%b4%e5%85%a8%e7%90%83%e4%b8%83%e5%a4%a7%e9%94%82%e7%9f%bf%e5%85%ac%e5%8f%b8%ef%bc%8c%e8%bf%99%e4%b8%aa%e5%9b%bd%e5%ae%b6%e5%8d%a0%e4%ba%863%e5%ae%b6\/"},"modified":"2024-02-28T16:54:10","modified_gmt":"2024-02-29T00:54:10","slug":"2023%e5%b9%b4%e5%85%a8%e7%90%83%e4%b8%83%e5%a4%a7%e9%8b%b0%e7%a4%a6%e5%85%ac%e5%8f%b8%ef%bc%8c%e9%80%99%e5%80%8b%e5%9c%8b%e5%ae%b6%e5%8d%a0%e4%ba%863%e5%ae%b6","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/03\/2023%e5%b9%b4%e5%85%a8%e7%90%83%e4%b8%83%e5%a4%a7%e9%8b%b0%e7%a4%a6%e5%85%ac%e5%8f%b8%ef%bc%8c%e9%80%99%e5%80%8b%e5%9c%8b%e5%ae%b6%e5%8d%a0%e4%ba%863%e5%ae%b6\/","title":{"rendered":"2023\u5e74\u5168\u7403\u4e03\u5927\u92f0\u7926\u516c\u53f8\uff0c\u9019\u500b\u570b\u5bb6\u5360\u4e863\u5bb6"},"content":{"rendered":"<p>\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\u904e\u53bb\u5e7e\u5e74\u4e2d\u570b\u92f0\u696d\u8fc5\u901f\u5d1b\u8d77\uff0c2022\u5e74\u8a72\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&amp;P Global Market Intelligence\u7684\u5206\u6790\u5e2b\u6307\u51fa\uff0c\u4e2d\u570b\u5728\u92f0\u52a0\u5de5\u548c\u7cbe\u7149\u9818\u57df\u9818\u5148\u5168\u7403\uff0c\u672a\u4f86\u9084\u5c07\u9a45\u52d5\u92f0\u96e2\u5b50\u96fb\u6c60\u7684\u751f\u7522\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u5168\u7403\u5e02\u503c\u6700\u5927\u76847\u5bb6\u92f0\u7926\u516c\u53f8\uff08\u6578\u64da\u622a\u81f32023\u5e743\u670827\u65e5\uff09\uff1a<\/p>\n<h2>1.\u00a0\u00a0 \u96c5\u4fdd<\/h2>\n<p>\u5e02\u503c\uff1a256.5\u5104\u7f8e\u5143<\/p>\n<p>2015\u5e74\u521d\uff0c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=ALB\">\u96c5\u4fddAlbemarle\uff08NYSE:ALB\uff09<\/a>\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\u30022022\u5e7410\u6708\uff0c\u96c5\u4fdd\u7372\u5f971.50\u5104\u7684\u7f8e\u570b\u96fb\u6c60\u4f9b\u61c9\u93c8\u88dc\u52a9\u30022022\u5e74\u5e95\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<h2>2. SQM<\/h2>\n<p>\u5e02\u503c\uff1a206.7\u5104\u7f8e\u5143<\/p>\n<p><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SQM\">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\u3002SQM\u7684\u92f0\u696d\u52d9\u4f4d\u65bc\u667a\u5229\uff0c\u4f46\u9664\u4e86\u5357\u7f8e\u6d32\uff0cSQM\u9084\u5728\u958b\u767c\u4f4d\u65bc\u6fb3\u5927\u5229\u4e9e\u7684Mount Holland\u786c\u5ca9\u92f0\u9805\u76ee\u3002\u5230\u4eca\u5e74\u4e09\u5b63\u5ea6\u672b\uff0c\u516c\u53f8\u6240\u6709\u92f0\u7684\u92b7\u552e\u90fd\u5c07\u63a1\u7528\u5408\u540c\u50f9\uff0c\u4e26\u4e14\u516c\u53f8\u76ee\u524d\u92b7\u91cf\u5df2\u7d93\u9054\u523011.2\u842c\u5678\u3002<\/p>\n<h2>3. \u8d1b\u92d2\u92f0\u696d<\/h2>\n<p>\u5e02\u503c\uff1a183.7\u5104\u7f8e\u5143<\/p>\n<p>\u8d1b\u92d2\u92f0\u696dGanfeng Lithium(OTC Pink:GNENF,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<\/p>\n<h2>4. \u5929\u9f4a\u92f0\u696d<\/h2>\n<p>\u5e02\u503c\uff1a174.9\u5104\u7f8e\u5143<\/p>\n<p>\u6210\u90fd\u5929\u9f4a\u5be6\u696d\uff08\u96c6\u5718\uff09\u7684\u5b50\u516c\u53f8\u5929\u9f4a\u92f0\u696dTianqi Lithium (OTC Pink:TQLCF,SZSE:002466,HKEX:9696) \u662f\u5168\u7403\u6700\u5927\u7684\u786c\u5ca9\u92f0\u751f\u7522\u5546\uff0c\u8a72\u516c\u53f8\u7684\u8cc7\u7522\u4f4d\u65bc\u6fb3\u5927\u5229\u4e9e\u3001\u667a\u5229\u548c\u4e2d\u570b\u30022022\u5e747\u6708\uff0c\u8a72\u516c\u53f8\u5728\u9999\u6e2f\u4e0a\u5e02\u3002\u540c\u5e7412\u6708\uff0cKwinana\u6c2b\u6c27\u5316\u92f0\u5de5\u5ee0\u4e00\u671f\u555f\u52d5\u5546\u696d\u5316\u751f\u7522\uff0c\u4e8c\u671f\u9810\u8a08\u5c07\u57282024\u5e74\u9032\u5165\u8a66\u751f\u7522\uff0c\u5168\u90e8\u4e0a\u7dda\u5f8c\u5e74\u7522\u80fd\u5c07\u90544.8\u842c\u5678\u3002<\/p>\n<h2>5. Mineral Resources<\/h2>\n<p>\u5e02\u503c\uff1a98.6\u5104\u7f8e\u5143<\/p>\n<p>\u6fb3\u5927\u5229\u4e9e\u7684\u92f0\u548c\u9435\u7926\u77f3\u516c\u53f8Mineral Resources (ASX:MIN,OTC Pink:MALRF)\u6709\u5169\u5ea7\u92f0\u7926\uff0c\u5206\u5225\u662f\u8ddf\u8d1b\u92d2\u92f0\u696d\u5408\u8cc7\uff0850%\uff09\u7684Mount Marion\uff0c\u4ee5\u53ca\u8ddf\u96c5\u4fdd\u5408\u8cc7\uff0850%\uff09\u7684Wodgina\u786c\u5ca9\u92f0\u7926\u30022022\u5e742\u6708\uff0c\u96c5\u4fdd\u548cMinRes\u91cd\u7d44MARBL\u5408\u8cc7\u4f01\u696d\uff0cMinRes\u5c07\u6536\u8cfc\u96c5\u4fdd\u5728\u4e2d\u570b\u5ee3\u897f\u6b3d\u5dde\u548c\u56db\u5ddd\u7709\u5c71\u5de5\u5ee050%\u7684\u6b0a\u76ca\u3002<\/p>\n<h2>6. Pilbara Minerals<\/h2>\n<p>\u5e02\u503c\uff1a70.9\u5104\u7f8e\u5143<\/p>\n<p>Pilbara Minerals (ASX:PLS,OTC Pink:PILBF)\u5168\u8cc7\u6240\u6709\u897f\u6fb3\u5927\u5229\u4e9e\u5dde\u7684Pilgangoora\u92f0\u926d\u8cc7\u7522\uff0c\u8a72\u79262019\u5e74\u555f\u52d5\u5546\u696d\u5316\u751f\u7522\u3002Pilbara\u5df2\u7d93\u8ddf\u8d1b\u92d2\u92f0\u696d\u3001General Lithium\u3001\u9577\u57ce\u6c7d\u8ecaGreat Wall Motor (OTC Pink:GWLLF,HKEX:2333)\u3001POSCO\uff08NYSE:PKX\uff09\u3001\u5be7\u5fb7\u6642\u4ee3CATL (SZSE:300750)\u4ee5\u53ca\u5929\u5b9c\u92f0\u696d\u5efa\u7acb\u4e86\u5408\u4f5c\u5925\u4f34\u95dc\u4fc2\u3002<\/p>\n<h2>7. \u6c38\u8208\u6750\u6599<\/h2>\n<p>\u5e02\u503c\uff1a51.3\u5104\u7f8e\u5143<\/p>\n<p>\u6c38\u8208\u7279\u7a2e\u6750\u6599\u79d1\u6280\u80a1\u4efd\u6709\u9650\u516c\u53f8\u4f4d\u65bc\u4e2d\u570b\u6c5f\u897f\u7701\u7684\u92f0\u7926\u5df2\u65bc2018\u5e74\u6295\u7522\uff0c\u76ee\u524d\u5e74\u7522\u78b3\u9178\u92f03\u842c\u5678\u30022022\u5e742\u6708\uff0c\u6c38\u8208\u5ba3\u4f48\u8207\u6c5f\u897f\u93a2\u696d\u7d44\u5efa\u6301\u80a1\u6bd4\u4f8b\u70ba49\/51\u5408\u8cc7\u4f01\u696d\uff0c\u5efa\u8a2d\u4e00\u5bb6\u5e74\u75222\u842c\u5678\u78b3\u9178\u92f0\u7684\u5de5\u5ee0\u3002\u4e00\u65e6\u5b8c\u6210\uff0c\u6c38\u8208\u7684\u78b3\u9178\u92f0\u5e74\u7522\u80fd\u5c07\u9054\u52305\u842c\u5678\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\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\u904e\u53bb\u5e7e\u5e74\u4e2d\u570b\u92f0\u696d\u8fc5\u901f\u5d1b\u8d77\uff0c2022\u5e74 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":489277,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[801,895,672,773],"class_list":["post-456226","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-801","tag-895","tag-672","tag-773","sectors-mining-zh-hant","sectors-energy-metals-tch","locations-china-zh-hant","locations-848","locations-us-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/456226","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=456226"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/456226\/revisions"}],"predecessor-version":[{"id":489280,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/456226\/revisions\/489280"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/489277"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=456226"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=456226"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=456226"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}