{"id":622844,"date":"2026-02-27T03:17:59","date_gmt":"2026-02-27T11:17:59","guid":{"rendered":"https:\/\/nai500.com\/?p=622844"},"modified":"2026-02-27T03:17:59","modified_gmt":"2026-02-27T11:17:59","slug":"10-31","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/02\/10-31\/","title":{"rendered":"10 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Sichuan Yahua Industrial Group 002497.SZ \u2013 \u5728\u6d25\u5df4\u5e03\u97cb\u52d5\u5de5\u786b\u9178\u92f0\u662f\u671d\u5411\u975e\u6d32\u4e2d\u6e38\u7522\u80fd\u7684\u91cc\u7a0b\u7891\u3002\u904e\u53bb\u8207\u9818\u5148\u96fb\u52d5\u8eca\u5ee0\u7684\u4f9b\u61c9\u5354\u8b70\u4ee5\u53ca\u5728\u5b9c\u6625\u92f0\u5340\u7684\u64f4\u5f35\uff0c\u4f7f\u96c5\u5316\u80fd\u5c07\u975e\u6d32\u7926\u77f3\u8f49\u5316\u70ba\u7a69\u5b9a\u7684\u6c2b\u6c27\u5316\u92f0\u4f9b\u7d66\u3002\u5168\u7403\u5f71\u97ff\uff1a\u89e3\u9664\u975e\u6d32\u9752\u9e7d\u77f3\u8f49\u5316\u7684\u74f6\u9838\uff0c\u964d\u4f4e\u7269\u6d41\u98a8\u96aa\u3002<\/p>\n<p>2) Contemporary Amperex Technology 300750.SZ \u2013 \u5168\u7403\u6700\u5927\u7684\u96fb\u52d5\u8eca\u96fb\u6c60\u88fd\u9020\u5546\uff0c\u64c1\u6709\u903e 30% \u7684\u5168\u7403\u5e02\u5360\u7387\uff0c\u53d7\u76ca\u65bc\u6210\u672c\u66f4\u4f4e\u7684\u975e\u6d32\u539f\u6599\u4f9b\u61c9\u4ee5\u652f\u6301 LFP \u8207 NCM \u751f\u7522\u7dda\u3002\u91cc\u7a0b\u7891\uff1a\u80fd\u6e90\u5132\u5b58\u7cfb\u7d71\u8207\u6b50\u6d32\u5de5\u5ee0\u7684\u5feb\u901f\u6210\u9577\uff0c\u5c07\u5168\u7403\u5316\u6750\u6599\u6574\u5408\u9032\u4f9b\u61c9\u93c8\u3002\u5206\u6790\u5e2b\u9810\u671f\u5728\u539f\u6599\u591a\u5143\u5316\u64f4\u5927\u4e0b\u6bdb\u5229\u6301\u7e8c\u5177\u97cc\u6027\u3002<\/p>\n<p>3) BYD 002594.SZ, 1211.HK \u2013 \u5782\u76f4\u6574\u5408\u7684\u96fb\u52d5\u8eca\u8207\u96fb\u6c60\u9818\u5c0e\u8005\uff0c\u6301\u7e8c\u64f4\u5927\u51fa\u53e3\uff0c\u5176 Blade LFP \u5e73\u53f0\u8a2d\u5b9a\u4e86\u6210\u672c\u57fa\u6e96\u3002\u91cc\u7a0b\u7891\uff1a\u5168\u7403\u96fb\u52d5\u8eca\u92b7\u552e\u9818\u5148\uff0c\u6d77\u5916\u5ee0\u623f\u5efa\u7f6e\u52a0\u901f\u3002\u5168\u7403\u5f71\u97ff\uff1a\u975e\u6d32\u76f8\u95dc\u539f\u6599\u53ef\u9032\u4e00\u6b65\u58d3\u7e2e\u96fb\u6c60\u5305\u6210\u672c\uff0c\u652f\u6301\u65b0\u8208\u5e02\u5834\u7684\u50f9\u683c\u7af6\u722d\u578b\u8eca\u6b3e\u3002<\/p>\n<p>4) Ganfeng Lithium 002460.SZ, 1772.HK \u2013 \u5728\u963f\u6839\u5ef7\u3001\u6fb3\u6d32\u8207\u4e2d\u570b\u64c1\u6709\u9e75\u6c34\u3001\u786c\u5ca9\u8207\u56de\u6536\u5e03\u5c40\u7684\u5168\u7403\u92f0\u696d\u51a0\u8ecd\u3002\u91cc\u7a0b\u7891\uff1a\u64f4\u5927\u56de\u6536\u8655\u7406\u80fd\u529b\u4ee5\u652f\u6301\u9589\u74b0\u4f9b\u61c9\u3002\u5168\u7403\u5f71\u97ff\uff1a\u8cc7\u6e90\u4f86\u6e90\u591a\u5143\u5316\u52a0\u4e0a\u6f5b\u5728\u7684\u975e\u6d32\u63a1\u8cfc\uff0c\u652f\u6301\u7a69\u5b9a\u7684\u6c2b\u6c27\u5316\u7269\u8207\u78b3\u9178\u92f0\u7522\u51fa\u3002<\/p>\n<p>5) Tianqi Lithium 002466.SZ, 9696.HK \u2013 \u6301\u6709 Tier-1 \u7926\u6e90\u7684\u6230\u7565\u80a1\u4efd\uff0c\u5305\u62ec\u900f\u904e Talison \u6301\u6709 Greenbushes \u4ee5\u53ca\u5728\u667a\u5229 SQM \u7684\u80a1\u6b0a\uff0c\u978f\u56fa\u4f9b\u61c9\u5b89\u5168\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u4e2d\u570b\u7684\u7522\u80fd\u63d0\u5347\u4ee5\u670d\u52d9\u6210\u9577\u7684\u6b63\u6975\u9700\u6c42\u3002\u5206\u6790\u5e2b\u9810\u671f\u5176\u8cc7\u672c\u652f\u51fa\u7d00\u5f8b\u8207\u5728\u50f9\u683c\u5468\u671f\u4e2d\u7684\u5747\u8861\u66dd\u96aa\u3002<\/p>\n<p>6) Zhejiang Huayou Cobalt 603799.SS \u2013 \u4e00\u5bb6\u5728\u975e\u6d32\u8207\u5370\u5c3c\u9023\u63a5\u9237\u8207\u93b3\u7684\u52a0\u5de5\u5f37\u8005\uff0c\u4e26\u5728\u4e2d\u570b\u64c1\u6709\u6b63\u6975\u524d\u9a45\u9ad4\u7522\u51fa\u3002\u91cc\u7a0b\u7891\uff1a\u6d25\u5df4\u5e03\u97cb Arcadia \u92f0\u9805\u76ee\u63a8\u9032\u81f3\u751f\u7522\uff0c\u5c55\u793a\u4e86\u53ef\u8907\u88fd\u7684\u975e\u6d32\u5230\u4e2d\u570b\u57f7\u884c\u529b\u3002\u5168\u7403\u5f71\u97ff\uff1a\u6574\u5408\u7684 HPAL \u8207\u524d\u9a45\u9ad4\u8cc7\u7522\u63d0\u5347\u5c0d\u6295\u5165\u6ce2\u52d5\u7684\u97cc\u6027\u3002<\/p>\n<p>7) Sinomine Resource 002738.SZ \u2013 \u64c1\u6709\u6d25\u5df4\u5e03\u97cb Bikita \u92f0\u7926\uff0c\u63a8\u52d5\u5883\u5167\u5347\u7d1a\u8207\u7a69\u5b9a\u7684\u9752\u9e7d\u77f3\u4f9b\u61c9\u3002\u91cc\u7a0b\u7891\uff1a\u64f4\u5927\u7522\u80fd\u4ee5\u652f\u6301\u5340\u57df\u589e\u503c\u52a0\u5de5\u3002\u5168\u7403\u5f71\u97ff\uff1a\u978f\u56fa\u6d25\u5df4\u5e03\u97cb\u5728\u5168\u7403\u92f0\u93c8\u4e2d\u7684\u89d2\u8272\uff0c\u4e26\u76f4\u63a5\u4f9b\u61c9\u4e2d\u570b\u8f49\u5316\u5546\u3002<\/p>\n<p>8) CNGR Advanced Material 300919.SZ \u2013 \u5728\u93b3\u8207\u9237\u524d\u9a45\u9ad4\u9818\u57df\u7684\u9818\u5c0e\u8005\uff0c\u5728\u5370\u5c3c\u6709\u5408\u8cc7\u4f01\u696d\u3002\u91cc\u7a0b\u7891\uff1a\u524d\u9a45\u9ad4\u91cf\u80fd\u5feb\u901f\u6210\u9577\uff0c\u5c0d\u61c9 LFP \u8207\u9ad8\u93b3\u5316\u5b78\u9ad4\u7cfb\u3002\u5206\u6790\u5e2b\u5f37\u8abf CNGR \u5728\u5de5\u85dd\u7522\u7387\u8207\u9577\u671f\u4f9b\u61c9\u5408\u7d04\u4e0a\u7684\u512a\u52e2\u3002<\/p>\n<p>9) Zijin Mining 601899.SS, 2899.HK \u2013 \u4e00\u5bb6\u591a\u5143\u5316\u91d1\u5c6c\u5de8\u982d\uff0c\u64f4\u5c55\u9285\u8207\u92f0\u696d\u52d9\uff0c\u5305\u62ec\u963f\u6839\u5ef7\u7684 3Q \u9e75\u6c34\u9805\u76ee\u3002\u91cc\u7a0b\u7891\uff1a\u5f9e\u7926\u5c71\u5230\u5316\u5de5\u7684\u6574\u5408\u898f\u5283\u5728\u50f9\u683c\u6ce2\u52d5\u4e2d\u63d0\u5347\u9078\u64c7\u6b0a\u3002\u5168\u7403\u5f71\u97ff\uff1a\u9285\u8207\u92f0\u7684\u655e\u53e3\u4f7f Zijin \u6210\u70ba\u5c0d\u6297\u96fb\u52d5\u8eca\u8207\u96fb\u7db2\u6210\u9577\u98a8\u96aa\u7684\u5c0d\u6c96\u5de5\u5177\u3002<\/p>\n<p>10) EVE Energy 300014.SZ \u2013 \u5feb\u901f\u64f4\u5f35\u7684\u5713\u67f1\u8207 LFP \u96fb\u6c60\u88fd\u9020\u5546\uff0c\u64c1\u6709\u5168\u7403 OEM \u5408\u4f5c\u3002\u91cc\u7a0b\u7891\uff1a\u70ba\u80fd\u6e90\u5132\u5b58\u8207\u5546\u7528\u8eca\u61c9\u7528\u63d0\u4f9b\u65b0\u7522\u80fd\u3002\u5206\u6790\u5e2b\u8a8d\u70ba\u4f86\u81ea\u591a\u4f86\u6e90\u6750\u6599\u7b56\u7565\uff08\u5982\u4eca\u5305\u62ec\u975e\u6d32\u76f8\u95dc\u539f\u6599\uff09\u5c07\u5e36\u4f86\u597d\u8655\u3002<\/p>\n<h3>\u7269\u6d41\u3001\u5916\u532f\u8207 ESG 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