{"id":482939,"date":"2024-01-10T19:40:35","date_gmt":"2024-01-11T03:40:35","guid":{"rendered":"https:\/\/nai500.com\/?p=482939"},"modified":"2024-01-10T19:40:35","modified_gmt":"2024-01-11T03:40:35","slug":"%e9%8b%b0%e5%83%b9-%e5%89%8d%e9%80%94-%e6%9c%aa%e8%94%94-%e5%b9%be%e5%8f%aa-%e9%8b%b0%e7%a4%a6%e8%82%a1-1%e6%9c%88%e4%bb%bd-%e6%94%be%e5%bf%83-%e8%b2%b7%e5%85%a5","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/01\/%e9%8b%b0%e5%83%b9-%e5%89%8d%e9%80%94-%e6%9c%aa%e8%94%94-%e5%b9%be%e5%8f%aa-%e9%8b%b0%e7%a4%a6%e8%82%a1-1%e6%9c%88%e4%bb%bd-%e6%94%be%e5%bf%83-%e8%b2%b7%e5%85%a5\/","title":{"rendered":"\u92f0\u50f9\u524d\u9014\u672a\u8514\uff0c\u4f46\u662f\u9019\u5e7e\u53ea\u92f0\u7926\u80a11\u6708\u4efd\u53ef\u4ee5\u653e\u5fc3\u8cb7\u5165"},"content":{"rendered":"

\u92f0\u50f92023\u5e74\u5927\u5e45\u4e0b\u8dcc\uff0c\u800c\u4e14\u5373\u4f7f\u5728\u96fb\u52d5\u8eca\u666e\u53ca\u523a\u6fc0\u92f0\u9700\u6c42\u7684\u60c5\u6cc1\u4e0b\uff0c\u5206\u6790\u5e2b\u5c0d\u65bc2024\u5e74\u7684\u50f9\u683c\u5c55\u671b\u4ecd\u4e0d\u6a02\u89c0\u3002\u4e00\u4e9b\u5206\u6790\u5e2b\u9810\u6e2c\uff0c\u5168\u7403\u92f0\u77ed\u7f3a\u6700\u65e9\u8981\u57282025\u5e74\u624d\u6703\u51fa\u73fe\u3002<\/p>\n

\u8003\u616e\u5230\u92f0\u5e02\u5834\u7684\u60b2\u89c0\u60c5\u7dd2\uff0c\u73fe\u5728\u61c9\u8a72\u662f\u5728\u4f4e\u4f4d\u8cfc\u8cb7\u512a\u8cea\u92f0\u7926\u80a1\u7684\u597d\u6642\u6a5f\u3002\u96a8\u8457\u92f0\u50f9\u66b4\u8dcc\uff0c\u92f0\u7926\u80a1\u7684\u50f9\u503c\u88ab\u56b4\u91cd\u4f4e\u4f30\u3002\u5c0d\u65bc\u57fa\u672c\u9762\u5805\u5be6\u7684\u92f0\u751f\u7522\u5546\u4f86\u8aaa\uff0c\u7b49\u5230\u92f0\u50f9\u8907\u8607\u6642\uff0c\u53ef\u80fd\u70ba\u6295\u8cc7\u8005\u5e36\u4f86\u5e7e\u500d\u7684\u56de\u5831\uff0c\u6bd4\u5982\u4e0b\u9762\u9019\u4e09\u53ea\u80a1\u7968\u3002<\/p>\n

Lithium Americas (LAC)<\/b><\/strong><\/h2>\n

Lithium Americas<\/b><\/strong>\u00a0(NYSE:LAC<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u53ea\u6709\u53ef\u80fd\u5be6\u73fe\u5e7e\u500d\u56de\u5831\u7684\u92f0\u7926\u80a1\uff0c\u7576\u524d\u80a1\u50f9\u50c5\u70ba6\u7f8e\u5143\u3002\u76e1\u7ba1\u8207\u5927\u591a\u6578\u92f0\u7926\u80a1\u4e00\u6a23\uff0c\u80a1\u50f9\u904e\u53bb\u4e00\u5e74\u4e0b\u8dcc\u5e45\u5ea6\u4e5f\u5f88\u5927\uff0c\u4f46\u8003\u616e\u5230\u8cc7\u7522\u6f5b\u529b\uff0c\u5728\u4e0b\u8dcc\u4e2d\u5206\u6279\u8cb7\u5165Lithium Americas\u610f\u7fa9\u91cd\u5927\u3002<\/p>\n

Lithium Americas\u64c1\u6709\u7f8e\u570bThacker Pass\u9805\u76ee\u7684\u6240\u6709\u6b0a\u3002\u9019\u9805\u8cc7\u7522\u662f\u7f8e\u570b\u5df2\u77e5\u6700\u5927\u7684\u5df2\u6e2c\u5b9a\u548c\u6307\u793a\u92f0\u8cc7\u6e90\uff0c\u4e5f\u662f\u552f\u4e00\u7372\u5f97\u5b8c\u5168\u8a31\u53ef\u7684\u92f0\u9805\u76ee\uff0c\u7a05\u5f8c\u6de8\u73fe\u503c\u9ad8\u905457\u5104\u7f8e\u5143\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0cLithium Americas\u76ee\u524d\u7684\u5e02\u5834\u4f30\u503c\u50c5\u70ba10\u5104\u7f8e\u5143\uff0c\u50f9\u503c\u5b58\u5728\u88ab\u4f4e\u4f30\u7684\u53ef\u80fd\u30022023\u5e74\uff0c\u7f8e\u570b\u901a\u7528\u6c7d\u8eca\u516c\u53f8\u70ba\u8a72\u9805\u76ee\u5206\u5169\u6279\u6ce8\u5165\u4e866.5\u5104\u7f8e\u5143\u7684\u8cc7\u91d1\uff0c\u89e3\u6c7a\u4e86\u78ba\u4fdd\u9805\u76ee\u5b8c\u5de5\u7684\u878d\u8cc7\u554f\u984c\uff0c\u4e26\u7c3d\u8a02\u4e86\u70ba\u671f\u5341\u5e74\u7684\u7b2c\u4e00\u968e\u6bb5\u751f\u7522\u627f\u8cfc\u5354\u8b70\u3002<\/p>\n

Albemarle Corporation (ALB)<\/b><\/strong><\/h2>\n

\u4f5c\u70ba\u92f0\u7926\u80a1\u4e2d\u7684\u85cd\u7c4c\u80a1\uff0cAlbemarle Corporation<\/b><\/strong>\u00a0(NYSE:ALB<\/b><\/u><\/strong><\/a>)\u76ee\u524d\u7684\u80a1\u50f9\u5f88\u6709\u5438\u5f15\u529b\uff0c\u9060\u671f\u5e02\u76c8\u7387\uff08P\/E\uff09\u50c5\u70ba6.3\u500d\uff0c\u800c\u4e14\u9084\u63d0\u4f9b1.17%\u7684\u80a1\u606f\u6536\u76ca\u3002\u6309\u7167\u76ee\u524d\u7684\u4f30\u503c\uff0c\u5728\u92f0\u50f9\u8da8\u65bc\u5e73\u7a69\u6216\u8005\u5c0f\u5e45\u4e0a\u6f32\u7684\u60c5\u6cc1\u4e0b\uff0c\u9019\u53ea\u92f0\u7926\u80a1\u7684\u4e0b\u8dcc\u7a7a\u9593\u5f88\u6709\u9650\uff0c\u800c\u4e0a\u6f32\u6f5b\u529b\u5de8\u5927\u3002<\/p>\n

\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0c\u5373\u4f7f\u5728\u92f0\u50f9\u4f4e\u8ff7\u7684\u60c5\u6cc1\u4e0b\uff0cAlbemarle 2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u5165\u4ecd\u589e\u9577\u4e8610%\uff0c\u9054\u523023\u5104\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u8abf\u6574\u5f8c\u7684EBITDA\u70ba4.533 \u5104\u7f8e\u5143\u3002\u8a72\u516c\u53f8\u9810\u8a08\u5168\u5e74\u904b\u71df\u73fe\u91d1\u6d41\u70ba7\u5104\u7f8e\u5143\u30022024\u5e74\uff0c\u92f0\u50f9\u8abf\u6574\u6700\u6b98\u9177\u7684\u6642\u5019\u53ef\u80fd\u5df2\u7d93\u904e\u53bb\u3002\u96a8\u8457Albemarle\u5728\u92f0\u8f49\u5316\u7522\u80fd\u64f4\u5f35\u65b9\u9762\u7684\u6295\u8cc7\uff0c\u9810\u8a08\u672a\u4f86\u5e7e\u5e74\u7684\u76c8\u5229\u5c07\u5341\u5206\u5f37\u52c1\u3002\u5f9e2022\u5e74\u52302027\u5e74\uff0c\u8a72\u516c\u53f8\u7684\u76ee\u6a19\u662f\u5c07\u92f0\u8f49\u5316\u80fd\u529b\u63d0\u9ad8\u5169\u500d\uff0c\u9054\u523060\u842c\u5678\/\u5e74\u3002\u56e0\u6b64\uff0c\u5728\u5e02\u5834\u60c5\u7dd2\u4f4e\u8ff7\u6642\u9032\u884c\u6295\u8cc7\u662f\u660e\u667a\u4e4b\u8209\u3002<\/p>\n

Standard Lithium (SLI)<\/b><\/strong><\/h2>\n

Standard Lithium<\/b><\/strong>\u00a0(NYSE:SLI<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u53ea\u4f4e\u50f9\u92f0\u7926\u80a1\u3002\u5982\u679c\u92f0\u50f9\u5728\u672a\u4f86\u5e7e\u5e74\u98c6\u5347\u4e26\u7dad\u6301\u5728\u8f03\u9ad8\u6c34\u5e73\uff0c\u6295\u8cc7\u9019\u53ea\u5c0f\u76e4\u80a1\u6709\u53ef\u80fd\u5e36\u4f8610\u500d\u7684\u56de\u5831\u3002\u8a72\u516c\u53f8\u7684\u65d7\u8266\u9805\u76ee\u4f4d\u65bc\u7f8e\u570b\u963f\u80af\u8272\u5dde\u5357\u90e8\uff0c\u7926\u5c71\u7684\u6de8\u73fe\u503c\u70ba45\u5104\u7f8e\u5143\uff0c\u800c\u76ee\u524d\u7684\u5e02\u5834\u4f30\u503c\u50c5\u70ba3.3\u5104\u7f8e\u5143\u3002\u4f30\u503c\u88ab\u56b4\u91cd\u4f4e\u4f30\u7684\u539f\u56e0\u4e4b\u4e00\u662f\u92f0\u50f9\u66b4\u8dcc\u3002<\/p>\n

\u53e6\u4e00\u500b\u539f\u56e0\u662f\uff0c\u9805\u76ee\u958b\u767c\u6210\u672c\u70ba13\u5104\u7f8e\u5143\u3002\u5982\u679c\u8a72\u9805\u76ee\u672a\u4f86\u80fd\u5920\u9806\u5229\u7372\u5f97\u878d\u8cc7\uff0cStandard Lithium\u7684\u80a1\u50f9\u5c07\u4e00\u98db\u6c96\u5929\u3002\u9019\u88cf\u8981\u88dc\u5145\u4e00\u9ede\u7684\u662f\uff0cLanxess\u9805\u76ee\u7a05\u5f8c\u6de8\u73fe\u503c\u5df2\u7d93\u9054\u52307.72\u5104\u7f8e\u5143\u3002\u56e0\u6b64\uff0c\u6191\u501f\u5728\u8cc7\u7522\u65b9\u9762\u7684\u5de8\u5927\u7684\u6f5b\u529b\uff0c\u8a72\u516c\u53f8\u5982\u679c\u5728\u672a\u4f86\u5e7e\u5e74\u5167\u958b\u767c\u8a72\u9805\u76ee\u4e26\u7372\u5f97\u5145\u8db3\u7684\u8cc7\u91d1\uff0c\u80a1\u50f9\u4e00\u98db\u6c96\u5929\u662f\u975e\u5e38\u5bb9\u6613\u7684\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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