{"id":618604,"date":"2026-02-03T16:30:49","date_gmt":"2026-02-04T00:30:49","guid":{"rendered":"https:\/\/nai500.com\/?p=618604"},"modified":"2026-02-03T16:30:49","modified_gmt":"2026-02-04T00:30:49","slug":"%e7%a8%80%e5%9c%9f%e8%82%a1%e7%a5%a8%e5%86%8d%e5%ba%a6%e6%b4%bb%e8%ba%8d%ef%bc%81%e4%b8%8b%e9%9d%a2%e9%80%994%e5%8f%aa%e7%b2%be%e9%81%b8%e5%80%8b%e8%82%a1%e5%80%bc%e5%be%97%e9%87%8d%e9%bb%9e%e9%97%9c","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/02\/%e7%a8%80%e5%9c%9f%e8%82%a1%e7%a5%a8%e5%86%8d%e5%ba%a6%e6%b4%bb%e8%ba%8d%ef%bc%81%e4%b8%8b%e9%9d%a2%e9%80%994%e5%8f%aa%e7%b2%be%e9%81%b8%e5%80%8b%e8%82%a1%e5%80%bc%e5%be%97%e9%87%8d%e9%bb%9e%e9%97%9c\/","title":{"rendered":"\u7a00\u571f\u80a1\u7968\u518d\u5ea6\u6d3b\u8e8d\uff01\u4e0b\u9762\u90194\u53ea\u7cbe\u9078\u500b\u80a1\u503c\u5f97\u91cd\u9ede\u95dc\u6ce8"},"content":{"rendered":"

\u53d7\u7f8e\u570b\u7e3d\u7d71\u7279\u6717\u666e\u6700\u65b0\u653f\u7b56\u5ba3\u8a00\u63a8\u52d5\uff0c\u7f8e\u570b\u7a00\u571f\u8207\u95dc\u9375\u7926\u7269\u677f\u584a\u9031\u4e8c\u8fce\u4f86\u666e\u6f32\u3002<\/p>\n

\u7279\u6717\u666e\u9031\u4e00\u516c\u4f48\u4e86\u65e8\u5728\u70ba\u7f8e\u570b\u79c1\u71df\u90e8\u9580\u5efa\u7acb\u7684\u9996\u500b\u6230\u7565\u7926\u7522\u5132\u5099\u201c\u91d1\u5eab\u8a08\u5283\u201d\u7d30\u7bc0\uff0c\u8a72\u8a08\u5283\u64ec\u5f59\u96c620\u5104\u7f8e\u5143\u79c1\u4eba\u8cc7\u672c\uff0c\u4e26\u7372\u7f8e\u570b\u9032\u51fa\u53e3\u9280\u884c100\u5104\u7f8e\u5143\u8cb8\u6b3e\u652f\u6301\uff0c\u4ee5\u4fdd\u969c\u7f8e\u570b\u5de5\u696d\u4f9b\u61c9\u93c8\u5b89\u5168\u3002\u6b64\u6d88\u606f\u76f4\u63a5\u523a\u6fc0\u591a\u96bb\u76f8\u95dc\u7f8e\u80a1\u5927\u6f32\uff0c\u5176\u4e2dCritical Metals\uff08CRML\uff09<\/a>\u6f32\u8d8510%\uff0cUSA Rare Earth\uff08USAR\uff09<\/a>\u6f32\u8fd111%\uff0cMP Materials\uff08MP\uff09<\/a>\u6f32\u7d044%\uff0cNioCorp Developments\uff08NB\uff09<\/a>\u4e5f\u6f32\u8fd110%\u3002<\/p>\n

\u9019\u4e00\u8f2a\u884c\u60c5\u4e26\u975e\u5b64\u7acb\u4e8b\u4ef6\u30022026\u5e74\u521d\u4ee5\u4f86\uff0c\u7a00\u571f\u677f\u584a\u5df2\u5728\u5730\u7de3\u653f\u6cbb\u7dca\u5f35\u5c40\u52e2\u5347\u7d1a\u548c\u7f8e\u570b\u653f\u7b56\u6025\u5287\u8f49\u5411\u7684\u80cc\u666f\u4e0b\u6301\u7e8c\u8d70\u5f37\u3002\u4e2d\u570b\u5728\u7a00\u571f\u52a0\u5de5\u548c\u78c1\u9ad4\u88fd\u9020\u9818\u57df\u4f54\u64da\u4e3b\u5c0e\u5730\u4f4d\uff0c\u9019\u4fc3\u4f7f\u7f8e\u570b\u5169\u5c46\u653f\u5e9c\u5747\u5c07\u78ba\u4fdd\u95dc\u9375\u7926\u7269\u4f9b\u61c9\u8996\u70ba\u570b\u5bb6\u5b89\u5168\u8b70\u984c\u3002\u96a8\u8457\u806f\u90a6\u8cc7\u91d1\u5927\u91cf\u6e67\u5165\u570b\u5167\u63a1\u7926\u8207\u52a0\u5de5\u9805\u76ee\uff0c\u4ee5\u53ca\u6295\u8cc7\u9580\u6abb\u7684\u964d\u4f4e\uff0c\u4e00\u500b\u7531\u653f\u7b56\u5f37\u529b\u9a45\u52d5\uff0c\u5c08\u6ce8\u4e8e\u4f9b\u61c9\u93c8\u81ea\u4e3b\u7684\u65b0\u6295\u8cc7\u4e3b\u984c\u6b63\u5728\u5f62\u6210\u3002<\/p>\n

\u5c0d\u65bc\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u9019\u4e00\u9818\u57df\u7684\u6a5f\u9047\u8207\u98a8\u96aa\u4e26\u5b58\u3002\u4ee5\u4e0b\u56db\u96bb\u500b\u80a1\u4ee3\u8868\u4e86\u5f9e\u6210\u719f\u751f\u7522\u5546\u5230\u6230\u7565\u958b\u767c\u8005\u7684\u4e0d\u540c\u50f9\u503c\u93c8\u4f4d\u7f6e\uff0c\u662f\u628a\u63e1\u672c\u8f2a\u884c\u60c5\u7684\u91cd\u9ede\u89c0\u5bdf\u5c0d\u8c61\uff1a<\/p>\n

1. MP Materials\uff1a\u897f\u65b9\u552f\u4e00\u898f\u6a21\u5316\u6574\u5408\u904b\u71df\u5546<\/h2>\n

\u4f5c\u70ba\u897f\u534a\u7403\u6700\u5148\u9032\u7684\u7a00\u571f\u5e73\u81fa\uff0cMP Materials\u64c1\u6709\u52a0\u5dde\u8292\u5ef7\u5e15\u65af\u7926\u53ca\u5176\u52a0\u5de5\u8a2d\u65bd\uff0c\u9019\u662f\u4e2d\u570b\u4ee5\u5916\u552f\u4e00\u5927\u578b\u4e00\u9ad4\u5316\u7a00\u571f\u904b\u71df\u9805\u76ee\u3002\u516c\u53f82025\u5e74\u7b2c\u4e09\u5b63\u5ea6\u91f9\u9420\u6c27\u5316\u7269\u7522\u91cf\u5275\u4e0b721\u516c\u5678\u7d00\u9304\uff0c\u4e26\u6b63\u81f4\u529b\u65bc\u5be6\u73fe\u5e74\u7522\u80fd6\u842c\u5678\u7a00\u571f\u6c27\u5316\u7269\u7684\u76ee\u6a19\u3002\u6838\u5fc3\u7af6\u722d\u529b\u5728\u65bc\u5411\u4e0b\u6e38\u78c1\u9ad4\u88fd\u9020\uff08\u5fb7\u5dde\u5de5\u5ee0\uff09\u5ef6\u4f38\u7684\u5782\u76f4\u6574\u5408\u6230\u7565\u30022025\u5e74\u4e2d\u65ec\u7372\u5f97\u7f8e\u570b\u570b\u9632\u90e84\u5104\u7f8e\u5143\u512a\u5148\u80a1\u6295\u8cc7\uff0c\u51f8\u986f\u4e86\u5176\u904b\u71df\u5c0d\u7f8e\u570b\u570b\u9632\u8207\u79d1\u6280\u4f9b\u61c9\u93c8\u7684\u6230\u7565\u91cd\u8981\u6027\u3002\u8a72\u80a1\u662f\u517c\u5177\u904b\u71df\u898f\u6a21\u3001\u6574\u5408\u91ce\u5fc3\u8207\u653f\u5e9c\u80cc\u66f8\u7684\u677f\u584a\u6a19\u6746\uff0c\u5118\u7ba1\u4f30\u503c\u5df2\u53cd\u6620\u9ad8\u589e\u9577\u9810\u671f\uff0c\u4f46\u653f\u7b56\u9806\u98a8\u8207\u57f7\u884c\u8ecc\u8de1\u4f7f\u5176\u6210\u70ba\u677f\u584a\u5167\u7684\u85cd\u7c4c\u9078\u64c7\u3002<\/p>\n

2. USA Rare Earth\uff1a\u9ad8\u98a8\u96aa\u9ad8\u56de\u5831\u7684\u201c\u653f\u7b56\u6760\u6746\u201d\u6a19\u7684<\/h2>\n

\u8a72\u516c\u53f8\u6b63\u570d\u7e5e\u5fb7\u514b\u85a9\u65af\u5ddeRound Top\u9805\u76ee\u548c\u4fc4\u514b\u62c9\u8377\u99ac\u5ddeStillwater\u78c1\u9ad4\u88fd\u9020\u5ee0\uff0c\u69cb\u5efa\u4e00\u689d\u5782\u76f4\u6574\u5408\u7684\u4f9b\u61c9\u93c8\u3002Round Top\u9805\u76ee\u5bcc\u542b\u93d1\u3001\u92f1\u7b49\u5c0d\u65bc\u570b\u9632\u548c\u6e05\u6f54\u80fd\u6e90\u81f3\u95dc\u91cd\u8981\u7684\u91cd\u7a00\u571f\u5143\u7d20\uff0c\u4e26\u5c07\u5546\u696d\u5316\u6642\u9593\u8868\u63d0\u524d\u4e86\u5169\u5e74\u3002\u8fd1\u671f\u6536\u8cfcLess Common Metals\u7372\u5f97\u4e86\u5c08\u6709\u5206\u96e2\u6280\u8853\u3002\u8a72\u516c\u53f8\u9996\u5e2d\u57f7\u884c\u5b98\u8207\u7279\u6717\u666e\u653f\u5e9c\u4fdd\u6301\u201c\u5bc6\u5207\u6e9d\u901a\u201d\uff0c\u5f15\u767c\u4e86\u53ef\u80fd\u7372\u5f97\u570b\u9632\u90e8\u5408\u540c\u6216\u80a1\u6b0a\u6295\u8cc7\u7684\u5e02\u5834\u731c\u60f3\u3002\u82e5\u7372\u5f97\u985e\u4f3cMP Materials\u7684\u653f\u5e9c\u652f\u6301\uff0c\u8a72\u80a1\u80a1\u50f9\u5177\u5099\u986f\u8457\u4e0a\u884c\u6f5b\u529b\u3002\u8a72\u80a1\u662f\u62bc\u6ce8\u7f8e\u4e2d\u4f9b\u61c9\u93c8\u812b\u9264\u7684\u9ad8\u98a8\u96aa\u3001\u9ad8\u56de\u5831\u9078\u64c7\uff0cStillwater\u5de5\u5ee0\u63d0\u4f9b\u8fd1\u671f\u6536\u5165\u6f5b\u529b\uff0c\u800cRound Top\u9805\u76ee\u5247\u627f\u8f09\u9577\u671f\u6230\u7565\u50f9\u503c\u3002<\/p>\n

3. Critical Metals Corp\uff1a\u7d81\u5b9a\u683c\u9675\u862d\u5730\u7de3\u6230\u7565\u7684\u52d8\u63a2\u5148\u92d2<\/h2>\n

\u8a72\u516c\u53f8\u6b63\u5728\u958b\u767c\u683c\u9675\u862d\u5357\u90e8\u7684Tanbreez\u7a00\u571f\u9805\u76ee\uff0c\u8a72\u9805\u76ee\u64c1\u6709\u5927\u91cf\u7684\u91cd\u7a00\u571f\u5132\u91cf\u3002\u516c\u53f8\u5df2\u555f\u52d5\u683c\u9675\u862dQaqortoq\u591a\u529f\u80fd\u5b58\u5132\u53ca\u8a66\u9ede\u5de5\u5ee0\u8a2d\u65bd\u7684\u5efa\u8a2d\uff0c\u4e26\u7372\u5f97\u7f8e\u570b\u9032\u51fa\u53e3\u9280\u884c1.2\u5104\u7f8e\u5143\u7684\u975e\u7a00\u91cb\u6027\u878d\u8cc7\u3002\u8a72\u80a1\u80a1\u50f9\u57282026\u5e74\u521d\u56e0\u7279\u6717\u666e\u653f\u5e9c\u88ab\u50b3\u6709\u610f\u6536\u8cfc\u683c\u9675\u862d\u7684\u6d88\u606f\u800c\u66b4\u6f32\uff0c\u5e74\u5167\u6f32\u5e45\u63a5\u8fd190%\u3002\u6838\u5fc3\u6295\u8cc7\u908f\u8f2f\u5728\u65bc\u8a72\u516c\u53f8\u91cd\u7a00\u571f\u8cc7\u6e90\u7684\u6230\u7565\u7a00\u7f3a\u6027\u3002\u5730\u7de3\u653f\u6cbb\u662f\u96d9\u5203\u528d\uff1a\u82e5\u7f8e\u683c\u95dc\u4fc2\u5347\u6eab\uff0c\u516c\u53f8\u6230\u7565\u5730\u4f4d\u51f8\u986f\uff1b\u82e5\u8207\u4e39\u9ea5\u95dc\u4fc2\u7dca\u5f35\uff0c\u9805\u76ee\u57f7\u884c\u53ef\u80fd\u9047\u963b\u3002\u8a72\u80a1\u70ba\u9858\u610f\u627f\u64d4\u524d\u6cbf\u7926\u696d\u904b\u71df\u98a8\u96aa\uff0c\u540c\u6642\u535a\u5f08\u5730\u7de3\u653f\u6cbb\u50ac\u5316\u5291\u7684\u6295\u8cc7\u8005\u63d0\u4f9b\u4e86\u9ad8\u6760\u6746\u655e\u53e3\u3002<\/p>\n

4. NioCorp Developments\uff1a\u591a\u5143\u5316\u7684\u95dc\u9375\u7926\u7269\u4f48\u5c40\u8005<\/h2>\n

NioCorp\u4e3b\u8981\u63a8\u9032\u5167\u5e03\u62c9\u65af\u52a0\u5dde\u7684Elk Creek\u95dc\u9375\u7926\u7269\u9805\u76ee\uff0c\u4e3b\u8981\u7522\u54c1\u70ba\u922e\u3001\u9227\u548c\u9226\uff0c\u540c\u6642\u6b63\u5728\u8a55\u4f30\u7a00\u571f\u751f\u7522\u6f5b\u529b\u3002\u8a72\u9805\u76ee\u5df2\u7372\u5f973.6\u5104\u7f8e\u5143\u80a1\u6b0a\u878d\u8cc7\uff0c\u4e26\u65bc\u8fd1\u671f\u7372\u6279\u555f\u52d5\u7926\u5c71\u9580\u6236\u5efa\u8a2d\u3002\u516c\u53f8\u901a\u904e\u6536\u8cfcFEA Materials\u7684\u8cc7\u7522\u8207\u77e5\u8b58\u7522\u6b0a\uff0c\u5177\u5099\u4e86\u751f\u7522\u92c1\u9227\u5408\u91d1\u6bcd\u5408\u91d1\u7684\u80fd\u529b\u3002\u8a72\u80a1\u4ee3\u8868\u4e86\u4e00\u7a2e\u8d85\u8d8a\u7a00\u571f\u3001\u66f4\u5ee3\u6cdb\u7684\u95dc\u9375\u7926\u7269\u6295\u8cc7\u4e3b\u984c\uff0c\u516c\u53f8\u7522\u54c1\u8207\u806f\u90a6\u4f9b\u61c9\u93c8\u591a\u5143\u5316\u512a\u5148\u4e8b\u9805\u9ad8\u5ea6\u5951\u5408\u3002\u96a8\u8457\u9805\u76ee\u5f9e\u898f\u5283\u9032\u5165\u5efa\u8a2d\u968e\u6bb5\uff0c\u4ee5\u53ca\u5206\u6790\u5e2b\u8fd1\u671f\u7d66\u4e88\u201c\u8cb7\u5165\u201d\u8a55\u7d1a\uff0c\u8a72\u80a1\u57282026\u5e74\u9762\u81e8\u660e\u78ba\u7684\u5efa\u8a2d\u8207\u751f\u7522\u6642\u9593\u8868\u50ac\u5316\u5291\u3002<\/p>\n

\u7e3d\u7d50\u800c\u8a00\uff0c\u9019\u56db\u96bb\u7a00\u571f\u80a1\u7968\u5171\u540c\u52fe\u52d2\u51fa\u5728\u7f8e\u570b\u653f\u7b56\u5f37\u529b\u5e72\u9810\u4e0b\uff0c\u69cb\u5efa\u672c\u571f\u95dc\u9375\u7926\u7269\u4f9b\u61c9\u93c8\u6240\u5e36\u4f86\u7684\u6295\u8cc7\u5716\u666f\u3002\u5b83\u5011\u5747\u66b4\u9732\u65bc\u7f8e\u570b\u4f9b\u61c9\u93c8\u5efa\u8a2d\u8207\u653f\u5e9c\u512a\u5148\u4e8b\u9805\u5c0d\u9f4a\uff0c\u4e26\u8eab\u8655\u4e00\u500b\u5730\u7de3\u653f\u6cbb\u548c\u7522\u696d\u653f\u7b56\u6b63\u5728\u91cd\u5851\u7af6\u722d\u683c\u5c40\u7684\u884c\u696d\u3002\u6295\u8cc7\u8005\u5728\u9078\u64c7\u6642\uff0c\u9700\u4ed4\u7d30\u6b0a\u8861\u5404\u516c\u53f8\u6240\u8655\u7684\u904b\u71df\u968e\u6bb5\u3001\u8cc7\u6e90\u7a1f\u8ce6\u4ee5\u53ca\u8207\u653f\u7b56\u50ac\u5316\u5291\u7684\u95dc\u806f\u7dca\u5bc6\u5ea6\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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