{"id":477841,"date":"2023-11-13T23:16:03","date_gmt":"2023-11-14T07:16:03","guid":{"rendered":"https:\/\/nai500.com\/blog\/2023\/11\/%e5%af%bb%e5%ba%95-%e9%94%82%e7%94%9f%e4%ba%a7%e5%95%86%e8%82%a1%e7%a5%a8-%e4%b9%b0%e8%b7%8c%e6%9c%ba%e4%bc%9a-%e5%91%88%e7%8e%b0\/"},"modified":"2024-02-27T08:56:51","modified_gmt":"2024-02-27T16:56:51","slug":"%e5%b0%8b%e5%ba%95-%e9%8b%b0%e7%94%9f%e7%94%a2%e5%95%86%e8%82%a1%e7%a5%a8-%e8%b2%b7%e8%b7%8c%e6%a9%9f%e6%9c%83-%e5%91%88%e7%8f%be","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/11\/%e5%b0%8b%e5%ba%95-%e9%8b%b0%e7%94%9f%e7%94%a2%e5%95%86%e8%82%a1%e7%a5%a8-%e8%b2%b7%e8%b7%8c%e6%a9%9f%e6%9c%83-%e5%91%88%e7%8f%be\/","title":{"rendered":"\u5c0b\u5e95\u904e\u7a0b\u4e2d\uff0c\u92f0\u751f\u7522\u5546\u80a1\u7968\u7684\u8cb7\u8dcc\u6a5f\u6703\u4e5f\u5728\u6162\u6162\u5448\u73fe\uff1f"},"content":{"rendered":"

2021\/2022\u5e74\u7684\u9ad8\u6f6e\u904e\u5f8c\uff0c\u92f0\u50f9\u73fe\u5728\u9084\u8655\u65bc\u5c0b\u5e95\u904e\u7a0b\u4e2d\uff0c\u4eca\u5e74\u92f0\u751f\u7522\u5546\u80a1\u7968\u4e5f\u8dcc\u5f97\u5f88\u6158\u3002\u4e0d\u904e\uff0c\u83ef\u723e\u8857\u73fe\u5728\u958b\u59cb\u9010\u6f38\u770b\u591a\u92f0\u548c\u92f0\u751f\u7522\u5546\u80a1\u7968\uff0c\u5176\u4e2d\u4e00\u500b\u91cd\u8981\u7684\u4f9d\u64da\u662f\u6709\u6a5f\u69cb\u5224\u65b7\u92f0\u5e02\u5834\u6700\u65e9\u5c07\u57282025\u5e74\u51fa\u73fe\u77ed\u7f3a\u3002<\/p>\n

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\u5176\u4ed6\u92f0\u751f\u7522\u5546\u80a1\u7968\u7684\u8868\u73fe\u4e5f\u597d\u4e0d\u5230\u54ea\u88e1\u53bb\uff1aSociedad Quimica y Minera de Chile SA\uff08NYSE:SQM\uff09\u7684\u80a1\u50f9\u4eca\u5e74\u8fc4\u4eca\u4e0b\u8dcc39.4%\uff0c\u540c\u671fLivent Corp.\uff08NYSE:LTHM\uff09\u4e0b\u8dcc27.2%\u3002Lithium Americas Corp.\uff08NYSE:LAC\uff09\u4f9d\u7136\u9084\u662f\u6f32\u7684\uff0c\u4f46\u6f32\u5e45\u4e5f\u50c5\u67090.7%\u3002<\/p>\n

2022\u5e7411\u6708\u89f8\u53ca59.5\u842c\u5143\/\u5678\uff0881360\u7f8e\u5143\uff09\u7684\u6b77\u53f2\u9ad8\u9ede\u4e4b\u5f8c\uff0c\u4e2d\u570b\u7684\u78b3\u9178\u92f0\u50f9\u683c\u5728\u4e00\u7cfb\u5217\u8ca0\u9762\u50ac\u5316\u5291\u7684\u5171\u540c\u4f5c\u7528\u4e0b\u9019\u500b\u6708\u5df2\u7d93\u66b4\u8dcc\u5230\u5169\u5e74\u4ee5\u4f86\u6700\u4f4e\u768415.15\u842c\u5143\/\u5678\uff0820782\u7f8e\u5143\uff09\uff0c\u56de\u8abf\u5e45\u5ea6\u8fd175%\uff0c\u7d42\u7d50\u4e86\u92f0\u50f9\u6b77\u53f2\u4e0a\u6700\u5927\u898f\u6a21\u7684\u4e0a\u6f32\u3002\u6c2b\u6c27\u5316\u92f0\u5e02\u5834\u7684\u60c5\u6cc1\u66f4\u52a0\u7cdf\u7cd5\uff0c\u9019\u4e3b\u8981\u662f\u56e0\u70ba\u93b3\u9237\u9333\uff08NCM\uff09\u4e09\u5143\u92f0\u96fb\u6c60\u76f8\u6bd4\u78f7\u9178\u9435\u92f0\uff08LFP\uff09\u96fb\u6c60\u8868\u73fe\u75b2\u8edf\u3002<\/p>\n

\u96d6\u7136\u5c0e\u81f4\u92f0\u50f9\u4e0b\u8dcc\u7684\u56e0\u7d20\u5f88\u591a\uff0c\u4f46\u771f\u6b63\u8b93\u5e02\u5834\u6050\u614c\u7684\u662f\u4f86\u81ea\u4e2d\u570b\u3001\u6fb3\u5927\u5229\u4e9e\u4ee5\u53ca\u667a\u5229\u7684\u4f9b\u7d66\u5373\u5c07\u4e0a\u7dda\u3002Ord Minnett\u7684\u5206\u6790\u5e2bDylan Kelly\u8868\u793a\uff0c\u4f9b\u7d66\u4e0a\u7dda\u7684\u901f\u5ea6\u975e\u5e38\u4e4b\u5feb\u3002\u9700\u6c42\u96d6\u7136\u4f9d\u7136\u5f37\u52c1\uff0c\u4f46\u4e00\u6bb5\u6642\u9593\u4ee5\u4f86\u92f0\u50f9\u5df2\u7d93\u7121\u6cd5\u7dad\u6301\u3002<\/p>\n

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2025\u5e74\u92f0\u5e02\u5834\u77ed\u7f3a<\/h2>\n

Fitch Solutions\u65d7\u4e0b\u7684\u7814\u7a76\u6a5f\u69cbBMI\u9810\u6e2c\uff0c\u92f0\u77ed\u7f3a\u6216\u6700\u65e9\u5c07\u57282025\u5e74\u51fa\u73fe\uff0c\u4e3b\u8981\u662f\u56e0\u70ba\u4e2d\u570b\u7684\u92f0\u9700\u6c42\u8d85\u904e\u4f9b\u7d66\u3002<\/p>\n

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\u92f0\u9700\u6c42\u4e4b\u6240\u4ee5\u5982\u6b64\u65fa\u76db\uff0c\u6700\u5927\u7684\u539f\u56e0\u662f\u96fb\u52d5\u8eca\u7684\u72c2\u98c6\u7a81\u9032\u3002\u6309\u7167BloombergNEF\u7684\u9810\u6e2c\uff0c2023\u5e74\u4e2d\u570b\u65b0\u7684\u96fb\u52d5\u4e58\u7528\u8eca\u92b7\u91cf\u5c07\u5360\u5168\u7403\u92b7\u91cf\uff081410\u842c\u8f1b\uff09\u768460%\u3002\u96fb\u52d5\u8eca\u9ad8\u901f\u589e\u9577\u7684\u4e5f\u4e0d\u53ea\u6709\u4e2d\u570b\u3002S&P Global Commodity Insights\u9810\u6e2c\uff0c2023\u5e74\u5168\u7403\u96fb\u52d5\u8eca\u92b7\u91cf\u5c07\u90541380\u842c\u8f1b\uff0c\u52302030\u5e74\u5c07\u66b4\u589e\u81f33000\u842c\u8f1b\u4ee5\u4e0a\u3002<\/p>\n

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