{"id":601515,"date":"2025-11-03T06:13:10","date_gmt":"2025-11-03T14:13:10","guid":{"rendered":"https:\/\/nai500.com\/?p=601515"},"modified":"2025-11-03T06:13:10","modified_gmt":"2025-11-03T14:13:10","slug":"%e4%b8%ad%e5%9c%8b%e5%9c%a8%e9%9d%9e%e6%b4%b2%e7%9a%84%e5%a4%a7%e5%9e%8b%e7%a4%a6%e5%a0%b4%e5%a8%81%e8%84%85%e9%87%8d%e5%a1%91%e9%90%b5%e7%a4%a6%e7%9f%b3%e5%b8%82%e5%a0%b4","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/%e4%b8%ad%e5%9c%8b%e5%9c%a8%e9%9d%9e%e6%b4%b2%e7%9a%84%e5%a4%a7%e5%9e%8b%e7%a4%a6%e5%a0%b4%e5%a8%81%e8%84%85%e9%87%8d%e5%a1%91%e9%90%b5%e7%a4%a6%e7%9f%b3%e5%b8%82%e5%a0%b4\/","title":{"rendered":"\u4e2d\u570b\u5728\u975e\u6d32\u7684\u5927\u578b\u7926\u5834\u5a01\u8105\u91cd\u5851\u9435\u7926\u77f3\u5e02\u5834"},"content":{"rendered":"<p>\u897f\u975e\u7684\u4e00\u8655\u7926\u5e8a\u5373\u5c07\u6539\u5beb\u5546\u54c1\u5730\u5716\u3002\u5e7e\u5167\u4e9e\u7684Simandou\uff0c\u4f5c\u70ba\u5168\u7403\u6700\u5bcc\u6709\u4e14\u672a\u958b\u767c\u7684\u9435\u7926\u5132\u91cf\u4e4b\u4e00\uff0c\u6b63\u5f9e\u627f\u8afe\u8d70\u5411\u57f7\u884c\uff0c\u7926\u5c71\u3001\u9435\u8def\u8207\u6e2f\u53e3\u7684\u5de5\u7a0b\u5305\u540c\u6b65\u63a8\u9032\u3002\u5176\u5f71\u97ff\u8d85\u8d8a\u92fc\u9435\u7522\u696d\uff1a\u9019\u662f\u5317\u4eac\u7684\u7522\u696d\u7b56\u7565\u9047\u4e0a\u975e\u6d32\u5c3a\u5ea6\u7684\u8a66\u9a57\u5834\uff0c\u6aa2\u9a57\u4e2d\u570b\u7684\u5de5\u7a0b\u8207\u91d1\u878d\u6a5f\u5668\u5982\u4f55\u6539\u8b8a\u5168\u7403\u5b9a\u50f9\u6b0a\u3001\u70ba\u91cd\u5de5\u696d\u53bb\u78b3\u5316\uff0c\u4e26\u52a0\u901f\u65b0\u8208\u5e02\u5834\u7684\u6210\u9577\u3002<\/p>\n<h3>\u70ba\u4f55Simandou\u91cd\u8a2d\u9435\u7926\u77f3\u7d93\u6fdf\u5b78<\/h3>\n<p>Simandou\u7684\u5438\u5f15\u529b\u5f88\u7c21\u55ae\uff1a\u898f\u6a21\u8207\u54c1\u4f4d\u3002\u8a72\u7926\u5e8a\u5ee3\u70ba\u5f15\u7528\u7684\u9ad8\u54c1\u4f4d\u7926\u77f3\u7d04\u70ba65% 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Communications Construction Company\u3001China Railway Construction Corporation\u8207China Railway Group\u7b49\u516c\u53f8\u64c5\u9577\u9019\u985e\u4ea4\u9470\u5319\u3001\u8cc7\u672c\u5bc6\u96c6\u578b\u7684EPC\u5408\u540c\u3002\u9019\u662f\u300c\u4e00\u5e36\u4e00\u8def2.0\u300d\uff1a\u8f03\u5c11\u7684\u526a\u7db5\uff0c\u66f4\u591a\u7684\u8cc7\u7522\u8ca0\u50b5\u8868\u7d00\u5f8b\uff0c\u4ee5\u53ca\u7528\u4ee5\u6301\u4e45\u904b\u71df\u7684\u8cc7\u7522\u3002\u5e7e\u5167\u4e9e\u6bcf\u92ea\u4e00\u516c\u91cc\u9435\u8ecc\u90fd\u518d\u6b21\u8b49\u660e\u70ba\u4f55\u4e2d\u570b\u5efa\u8a2d\u5728\u5168\u7403\u4ecd\u5177\u6210\u672c\u7af6\u722d\u529b\u4e14\u91cd\u8996\u9032\u5ea6\u3002<\/p>\n<h3>\u92fc\u9435\u7684\u53bb\u78b3\u5316\u7d05\u5229<\/h3>\n<p>\u9ad8\u54c1\u4f4d\u7926\u77f3\u662f\u4e00\u7a2e\u6c23\u5019\u5de5\u5177\u3002\u5728\u4e2d\u570b\u92fc\u5ee0\u88ab\u8981\u6c42\u964d\u4f4e\u6392\u653e\u5f37\u5ea6\u7684\u60c5\u6cc1\u4e0b\uff0cSimandou\u7684\u584a\u7926\u8207\u7d30\u7c89\u6df7\u5408\u5c07\u964d\u4f4e\u7126\u70ad\u6d88\u8017\u4e26\u63d0\u5347\u7210\u6548\u3002\u9019\u6703\u8f49\u5316\u70ba\u6bcf\u5678\u71b1\u91d1\u5c6c\u7684\u55ae\u4f4d\u6392\u653e\u4e0b\u964d\u3002\u518d\u52a0\u4e0a\u4e2d\u570b\u5feb\u901f\u90e8\u7f72\u7684\u96fb\u5f27\u7210\u3001\u5ee2\u92fc\u56de\u6536\u7269\u6d41\u8207\u6578\u4f4d\u63a7\u5236\uff0c\u7cfb\u7d71\u5c64\u9762\u7684\u6548\u7387\u63d0\u5347\u53ef\u89c0\u3002\u96a8\u8457Simandou\u7522\u91cf\u4e0a\u5347\uff0c\u9810\u671f\u92fc\u5ee0\u6703\u91cd\u65b0\u8abf\u6574\u5176\u8ca0\u8377\u914d\u6bd4\uff0c\u7e2e\u5c0f62%\u820765%\u6307\u6578\u9593\u7684\u6ea2\u50f9\u5dee\u8ddd\uff0c\u4e26\u63a8\u52d5\u92fc\u5ee0\u671d\u5411\u66f4\u7da0\u8272\u3001\u66f4\u5177\u5229\u6f64\u7684\u71df\u904b\u6a21\u5f0f\u3002<\/p>\n<h3>Simandou\u5e74\u4ee3\u4e2d\u570b\u76f8\u95dc\u7684\u5341\u5927\u6295\u8cc7\u6a19\u7684<\/h3>\n<p>1) Rio Tinto RIO\uff1a\u900f\u904e\u5176Simfer\u5408\u8cc7\u4f01\u696d\u70baSimandou\u5357\u6bb5\u7684\u5171\u540c\u958b\u767c\u8005\uff0c\u5354\u8abf\u63a8\u9032\u7926\u5c71\u3001\u9435\u8def\u8207\u6e2f\u53e3\u5305\uff1b\u91cc\u7a0b\u7891\uff1a\u591a\u5e74\u62d6\u5ef6\u5f8c\u8cc7\u672c\u627f\u8afe\u91cd\u65b0\u555f\u52d5\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u4ee5Pilbara\u8207\u5df4\u897f\u70ba\u4e3b\u7684\u4f9b\u61c9\u7d44\u5408\u65b0\u589e\u4e00\u500b\u9ad8\u54c1\u4f4d\u652f\u67f1\u3002 2) China Communications Construction Co 1800.HK, 601800.SS\uff1a\u9810\u671f\u5c07\u53d7\u76ca\u65bc\u5e7e\u5167\u4e9e\u8207\u897f\u975e\u7684\u6e2f\u53e3\u8207\u6d77\u4e8b\u5de5\u7a0b\uff1b\u91cc\u7a0b\u7891\uff1a\u4f5c\u70ba\u4e3b\u8981\u7684\u4e00\u5e36\u4e00\u8def\u627f\u5305\u5546\u64c1\u6709\u6578\u5341\u5104\u7f8e\u5143\u7684\u6d77\u5916\u5728\u624b\u8a02\u55ae\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u63d0\u5347\u975e\u6d32\u8cbf\u6613\u80fd\u529b\u4e26\u964d\u4f4e\u7269\u6d41\u6469\u64e6\u3002 3) China Railway Construction Corp 1186.HK, 601186.SS\uff1a\u91cd\u8f09\u9435\u8def\u7684\u9818\u5c0e\u8005\uff0c\u5b9a\u4f4d\u65bc650\u516c\u91cc\u8d70\u5eca\uff1b\u91cc\u7a0b\u7891\uff1a\u5728\u975e\u6d32\u8207\u4e2d\u6771\u4ea4\u4ed8\u8907\u96dc\u9435\u8def\u5de5\u7a0b\u7684\u5be6\u7e3e\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u4fc3\u6210\u6279\u91cf\u6d41\u52d5\uff0c\u6539\u8b8a\u5e7e\u5167\u4e9e\u7684GDP\u8d70\u52e2\u3002 4) China Railway Group 0390.HK, 601390.SS\uff1a\u96a7\u9053\u8207\u92ea\u8ecc\u5c08\u5bb6\uff1b\u91cc\u7a0b\u7891\uff1a\u6d77\u5916\u8a02\u55ae\u5275\u7d00\u9304\uff0c\u975e\u570b\u5167\u6536\u5165\u5360\u6bd4\u4e0a\u5347\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u9996\u6279\u7926\u77f3\u51fa\u904b\u53bb\u9664\u95dc\u9375\u8def\u5f91\u98a8\u96aa\u3002 5) Baoshan Iron and Steel 600019.SS\uff1a\u4e2d\u570b\u7684\u65d7\u8266\u92fc\u5ee0\uff0c\u5f9e\u9ad8\u54c1\u4f4d\u539f\u6599\u4e2d\u7372\u5229\uff1b\u91cc\u7a0b\u7891\uff1a\u516c\u5e03\u81f32030\u5e74\u7684\u53bb\u78b3\u5316\u8def\u7dda\u5716\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u4e9e\u6d32\u6700\u5927\u92fc\u9435\u5e02\u5834\u5e36\u4f86\u66f4\u7da0\u8272\u7684\u6210\u672c\u66f2\u7dda\u3002 6) Angang Steel 0347.HK, 000898.SZ\uff1a\u6771\u5317\u7684\u7d9c\u5408\u751f\u7522\u8005\u9032\u884c\u9ad8\u7210\u5347\u7d1a\uff1b\u91cc\u7a0b\u7891\uff1a\u7522\u80fd\u512a\u5316\u63d0\u5347\u5229\u7528\u7387\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u96a8\u8457\u7926\u77f3\u54c1\u8cea\u4e0a\u5347\uff0c\u6297\u8861\u9032\u53e3\u7684\u7af6\u722d\u529b\u589e\u5f37\u3002 7) COSCO Shipping Holdings 1919.HK, 601919.SS\uff1a\u5c0d\u65b0\u8208\u7684\u5927\u897f\u6d0b\u2014\u592a\u5e73\u6d0b\u822a\u7dda\u5177\u6709capesize\u655e\u53e3\uff1b\u91cc\u7a0b\u7891\uff1a\u6301\u7e8c\u66f4\u65b0\u8266\u968a\u4e26\u6578\u4f4d\u5316\u8abf\u5ea6\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u5e36\u4f86\u66f4\u591a\u5678-\u6d77\u91cc\u9700\u6c42\u4e26\u7dca\u7e2e\u96dc\u8ca8\u904b\u5e02\u5834\u3002 8) China Merchants Port 0144.HK\uff1a\u975e\u6d32\u9580\u6236\u71df\u904b\u5546\u8207\u7269\u6d41\u6295\u8cc7\u8005\uff1b\u91cc\u7a0b\u7891\uff1a\u5728\u4e00\u5e36\u4e00\u8def\u6e2f\u53e3\u64f4\u5c55\u7248\u5716\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u52a0\u901f\u5f9e\u897f\u975e\u5230\u4e9e\u6d32\u7684\u591a\u54c1\u7a2e\u8d70\u5eca\u3002 9) Zijin Mining 2899.HK, 601899.SS\uff1a\u719f\u6089\u975e\u6d32\u7684\u7926\u696d\u516c\u53f8\uff0c\u5177\u57f7\u884c\u529b\uff1b\u91cc\u7a0b\u7891\uff1a\u5728\u975e\u6d32\u5feb\u901f\u64f4\u5c55\u9285\u8207\u91d1\u8cc7\u7522\uff1b\u5168\u7403\u5f71\u97ff\uff1a\u964d\u4f4e\u8907\u96dc\u53f8\u6cd5\u8f44\u5340\u7684\u98a8\u96aa\u4e26\u50ac\u751f\u4f9b\u61c9\u5546\u751f\u614b\u7cfb\u3002 10) China Hongqiao Group 1378.HK\uff1a\u4f5c\u70baWinning Consortium 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