{"id":639099,"date":"2026-05-22T18:13:29","date_gmt":"2026-05-23T01:13:29","guid":{"rendered":"https:\/\/nai500.com\/?p=639099"},"modified":"2026-05-22T18:13:29","modified_gmt":"2026-05-23T01:13:29","slug":"%e9%8b%b0%e6%a5%ad-%e6%96%b0%e7%8e%8b%e5%ba%a7-2026-%e5%85%a8%e7%90%83-%e4%b8%83%e5%a4%a7-%e5%b7%a8%e9%a0%ad-%e5%b8%82%e5%80%bc-%e6%8e%92%e4%bd%8d","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/05\/%e9%8b%b0%e6%a5%ad-%e6%96%b0%e7%8e%8b%e5%ba%a7-2026-%e5%85%a8%e7%90%83-%e4%b8%83%e5%a4%a7-%e5%b7%a8%e9%a0%ad-%e5%b8%82%e5%80%bc-%e6%8e%92%e4%bd%8d\/","title":{"rendered":"\u92f0\u696d\u65b0\u738b\u5ea7\uff1a2026\u5168\u7403\u4e03\u5927\u5de8\u982d\u5e02\u503c\u6392\u4f4d\u8207\u8cc7\u6e90\u6697\u6230"},"content":{"rendered":"<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u92f0\uff0c\u4f5c\u70ba\u96fb\u52d5\u6c7d\u8eca\u548c\u80fd\u6e90\u8f49\u578b\u7684\u6838\u5fc3\u539f\u6750\u6599\uff0c\u5176\u5168\u7403\u4f9b\u61c9\u683c\u5c40\u6b63\u5728\u7d93\u66c6\u6df1\u523b\u91cd\u5851\u3002\u66fe\u5e7e\u4f55\u6642\uff0c\u92f0\u751f\u7522\u7531\u5c11\u6578\u5e7e\u5bb6\u7f8e\u6fb3\u4e0a\u5e02\u516c\u53f8\u58df\u65b7\uff1b\u800c\u5982\u4eca\uff0c\u4e2d\u570b\u4f01\u696d\u7684\u5d1b\u8d77\u3001\u7926\u696d\u5de8\u982d\u7684\u8de8\u754c\u6574\u5408\u4ee5\u53ca\u5730\u7de3\u6230\u7565\u7684\u6df1\u5ea6\u4ecb\u5165\uff0c\u5df2\u5fb9\u5e95\u6539\u8b8a\u4e86\u9019\u4e00\u884c\u696d\u7684\u7af6\u722d\u7248\u5716\u3002\u622a\u81f3<\/span>2026<span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">5<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\uff0c\u6309\u5e02\u503c\u6392\u5e8f\u7684\u5168\u7403\u524d\u4e03\u5927\u92f0\u7926\u516c\u53f8\u5982\u4e0b\u3002<\/span><\/p>\n<h2><b><span style=\"font-family: \u5b8b\u4f53;\">\u7b2c\u4e00\u540d\uff1a\u529b\u62d3\uff08<\/span><a href=\"https:\/\/nai500.com\/zh-hant\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%a9%a2\/?qm_symbol=RIO\">Rio Tinto<\/a><span style=\"font-family: \u5b8b\u4f53;\">\uff09<\/span><span style=\"font-family: Segoe UI;\">\u2014\u2014 <\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e02\u503c<\/span><span style=\"font-family: Segoe UI;\">1911.7<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143<\/span><\/b><b><\/b><\/h2>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u529b\u62d3\u662f\u5168\u7403\u8cc7\u6e90\u884c\u696d\u7684\u767e\u5e74\u5de8\u982d\uff0c\u4ee5\u9435\u7926\u77f3\u548c\u9285\u7926\u805e\u540d\uff0c\u4f46\u8fd1\u5e74\u4f86\u901a\u904e\u4e00\u7cfb\u5217\u5927\u624b\u7b46\u6536\u8cfc\uff0c\u8fc5\u901f\u8e8b\u8eab\u92f0\u696d\u7b2c\u4e00\u68af\u968a\u3002<\/span>2025<span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">3<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\uff0c\u529b\u62d3\u4ee5<\/span><span style=\"font-family: Segoe UI;\">67<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143\u5168\u73fe\u91d1\u6536\u8cfc<\/span><span style=\"font-family: Segoe UI;\">Arcadium Lithium<\/span><span style=\"font-family: \u5b8b\u4f53;\">\uff0c\u6210\u7acb\u7368\u7acb\u7684\u92f0\u696d\u52d9\u90e8\u9580\uff0c\u9810\u8a08\u5230<\/span><span style=\"font-family: Segoe UI;\">2028<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u5c07\u78b3\u9178\u92f0\u7576\u91cf\uff08<\/span><span style=\"font-family: Segoe UI;\">LCE<\/span><span style=\"font-family: \u5b8b\u4f53;\">\uff09\u5e74\u7522\u80fd\u63d0\u5347\u81f3<\/span><span style=\"font-family: Segoe UI;\">20<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\u4ee5\u4e0a\u3002\u8a72\u4ea4\u6613\u70ba\u529b\u62d3\u5e36\u4f86\u4e86\u963f\u6839\u5ef7\u7684<\/span><span style=\"font-family: Segoe UI;\">Hombre Muerto<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u9e7d\u6e56\u548c<\/span><span style=\"font-family: Segoe UI;\">Olaroz<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u9e7d\u6e56\u3001\u6fb3\u5927\u5229\u4e9e\u7684<\/span><span style=\"font-family: Segoe UI;\">Mount Cattlin<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u786c\u5ca9\u7926\uff0c\u4ee5\u53ca\u6a6b\u8de8\u7f8e\u3001\u65e5\u3001\u4e2d\u7684\u6c2b\u6c27\u5316\u92f0\u7522\u80fd\u3002<\/span><\/p>\n<p class=\"p\">2026<span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">3<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\uff0c\u529b\u62d3\u70ba\u963f\u6839\u5ef7<\/span><span style=\"font-family: Segoe UI;\">Rincon<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u92f0\u9805\u76ee\u7372\u5f97<\/span><span style=\"font-family: Segoe UI;\">11.8<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143\u878d\u8cc7\uff0c\u4e26\u5728\u667a\u5229\u8207<\/span><span style=\"font-family: Segoe UI;\">Codelco<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6210\u7acb\u5408\u8cc7\u4f01\u696d\u958b\u767c<\/span><span style=\"font-family: Segoe UI;\">Maricunga<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u9e7d\u6e56\u3002\u5728\u52a0\u62ff\u5927\uff0c\u529b\u62d3\u589e\u6301<\/span><span style=\"font-family: Segoe UI;\">Nemaska Lithium<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u81f3<\/span><span style=\"font-family: Segoe UI;\">53.9%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\uff0c\u7372\u5f97\u7ba1\u7406\u6b0a\u3002\u76e1\u7ba1<\/span><span style=\"font-family: Segoe UI;\">2026<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u7b2c\u4e00\u5b63\u5ea6\u56e0\u5929\u6c23\u548c\u7926\u5c71\u505c\u7522\u5c0e\u81f4\u7522\u91cf\u540c\u6bd4\u4e0b\u6ed1\u81f3<\/span><span style=\"font-family: Segoe UI;\">1.27<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678<\/span><span style=\"font-family: Segoe UI;\">LCE<\/span><span style=\"font-family: \u5b8b\u4f53;\">\uff0c\u4f46\u529b\u62d3\u9810\u8a08\u5176\u963f\u6839\u5ef7<\/span><span style=\"font-family: Segoe UI;\">Sal de Vida<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u548c<\/span><span style=\"font-family: Segoe UI;\">Fenix 1B<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u9805\u76ee\u5c07\u5728\u4e0b\u534a\u5e74\u6295\u7522\u3002<\/span><\/p>\n<h2><b><span style=\"font-family: \u5b8b\u4f53;\">\u7b2c\u4e8c\u540d\uff1a<\/span><a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=SQM\">SQM<\/a><\/b><b> <\/b><b><span style=\"font-family: Segoe UI;\">\u2014\u2014 <\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e02\u503c<\/span><span style=\"font-family: Segoe UI;\">244.7<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143<\/span><\/b><b><\/b><\/h2>\n<p class=\"p\">SQM<span style=\"font-family: \u5b8b\u4f53;\">\u662f\u5168\u7403\u8001\u724c\u92f0\u751f\u7522\u5546\uff0c\u4e3b\u8981\u5f9e\u667a\u5229<\/span><span style=\"font-family: Segoe UI;\">Atacama<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u9e7d\u6e56\u63d0\u92f0\u3002\u9762\u5c0d\u667a\u5229\u570b\u5bb6\u92f0\u6230\u7565\uff0c<\/span><span style=\"font-family: Segoe UI;\">SQM<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u8207\u570b\u6709\u9285\u696d\u516c\u53f8<\/span><span style=\"font-family: Segoe UI;\">Codelco<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u65bc<\/span><span style=\"font-family: Segoe UI;\">2025<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">12<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\u6b63\u5f0f\u6210\u7acb\u5408\u8cc7\u516c\u53f8<\/span><span style=\"font-family: Segoe UI;\">NovaAndino Litio<\/span><span style=\"font-family: \u5b8b\u4f53;\">\uff0c\u5176\u4e2d<\/span><span style=\"font-family: Segoe UI;\">Codelco<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6301\u80a1<\/span><span style=\"font-family: Segoe UI;\">50%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u52a0\u4e00\u80a1\uff0c\u7372\u5f97\u591a\u6578\u63a7\u5236\u6b0a\u3002<\/span><span style=\"font-family: Segoe UI;\">2031<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u5f8c\uff0c<\/span>\u653f\u5e9c<span style=\"font-family: \u5b8b\u4f53;\">\u5c07\u7372\u5f97\u65b0\u751f\u7522\u904b\u71df\u5229\u6f64\u7684<\/span>85%<span style=\"font-family: \u5b8b\u4f53;\">\u3002<\/span><\/p>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u5728\u6fb3\u5927\u5229\u4e9e\uff0c<\/span>SQM<span style=\"font-family: \u5b8b\u4f53;\">\u901a\u904e\u8207<\/span><span style=\"font-family: Segoe UI;\">Wesfarmers<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7684\u5408\u8cc7\u4f01\u696d<\/span><span style=\"font-family: Segoe UI;\">Covalent Lithium<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u904b\u71df<\/span><span style=\"font-family: Segoe UI;\">Mount Holland<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7926\u53ca<\/span><span style=\"font-family: Segoe UI;\">Kwinana<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7cbe\u7149\u5ee0\uff0c\u9810\u8a08<\/span><span style=\"font-family: Segoe UI;\">2026<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u5e95\u9054\u5230\u5e74\u7522<\/span><span style=\"font-family: Segoe UI;\">5<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\u6c2b\u6c27\u5316\u92f0\u7684\u9298\u724c\u7522\u80fd\u3002<\/span><span style=\"font-family: Segoe UI;\">SQM<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5df2\u8207\u8d77\u4e9e\u3001\u798f\u7279\u3001<\/span><span style=\"font-family: Segoe UI;\">LG<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u65b0\u80fd\u6e90\u7b49\u7c3d\u7f72\u9577\u671f\u4f9b\u61c9\u5354\u8b70\u3002<\/span><span style=\"font-family: Segoe UI;\">2026<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">1<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\uff0c<\/span><span style=\"font-family: Segoe UI;\">SQM<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u9084\u8207<\/span><span style=\"font-family: Segoe UI;\">Ivanhoe Electric<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7c3d\u7f72\u667a\u5229\u5317\u90e8\u9285\u7926\u52d8\u63a2\u5408\u4f5c\u5354\u8b70\u3002<\/span><\/p>\n<h2><b><span style=\"font-family: \u5b8b\u4f53;\">\u7b2c\u4e09\u540d\uff1a\u8d1b\u92d2\u92f0\u696d\uff08<\/span><a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=GNENY\">Ganfeng Lithium<\/a><span style=\"font-family: \u5b8b\u4f53;\">\uff09<\/span><span style=\"font-family: Segoe UI;\">\u2014\u2014 <\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e02\u503c<\/span><span style=\"font-family: Segoe UI;\">239.1<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143<\/span><\/b><b><\/b><\/h2>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u8d1b\u92d2\u92f0\u696d\u662f\u4e2d\u570b\u4e43\u81f3\u5168\u7403\u92f0\u5316\u5408\u7269\u548c\u91d1\u5c6c\u92f0\u7684\u982d\u90e8\u751f\u7522\u5546\u3002\u901a\u904e\u5728\u5168\u7403\u7bc4\u570d\u5167\u53c3\u80a1\u63a7\u80a1\u92f0\u8cc7\u6e90\uff0c\u8d1b\u92d2\u5df2\u69cb\u5efa\u8d77\u6a6b\u8de8\u963f\u6839\u5ef7\u3001\u6fb3\u5927\u5229\u4e9e\u3001\u4e2d\u570b\u3001\u99ac\u88cf\u548c\u58a8\u897f\u54e5\u7684\u8cc7\u7522\u7d44\u5408\u3002<\/span><\/p>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u5728\u963f\u6839\u5ef7\uff0c\u8d1b\u92d2\u6301\u6709<\/span>Cauchar\u00ed-Olaroz<span style=\"font-family: \u5b8b\u4f53;\">\u9e7d\u6e56<\/span><span style=\"font-family: Segoe UI;\">51%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u80a1\u6b0a\uff0c\u8a72\u7926\u4e00\u671f\u5e74\u7522<\/span><span style=\"font-family: Segoe UI;\">4<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678<\/span><span style=\"font-family: Segoe UI;\">LCE<\/span><span style=\"font-family: \u5b8b\u4f53;\">\uff0c<\/span><span style=\"font-family: Segoe UI;\">2026<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">3<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\u8cc7\u6e90\u91cf\u66f4\u65b0\u986f\u793a\u4e8c\u671f\u53ef\u518d\u589e<\/span><span style=\"font-family: Segoe UI;\">4.5<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\u3002<\/span><span style=\"font-family: Segoe UI;\">2025<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">2<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\uff0c\u8d1b\u92d2\u6295\u8cc7<\/span><span style=\"font-family: Segoe UI;\">7.9<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143\u7684<\/span><span style=\"font-family: Segoe UI;\">Mariana<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u9e7d\u6e56\u9805\u76ee\u6295\u7522\uff0c\u5e74\u7522<\/span><span style=\"font-family: Segoe UI;\">2<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\u6c2f\u5316\u92f0\u3002<\/span><span style=\"font-family: Segoe UI;\">2025<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">8<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\uff0c\u8d1b\u92d2\u8207<\/span><span style=\"font-family: Segoe UI;\">Lithium Argentina<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6210\u7acb\u5408\u8cc7\u516c\u53f8\uff0c\u6574\u5408<\/span><span style=\"font-family: Segoe UI;\">Pozuelos-Pastos Grandes<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7b49\u9805\u76ee\uff0c\u76ee\u6a19\u5e74\u7522<\/span><span style=\"font-family: Segoe UI;\">15<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678<\/span><span style=\"font-family: Segoe UI;\">LCE<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u3002<\/span><\/p>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u5728\u99ac\u88cf\uff0c\u8d1b\u92d2\u904b\u71df<\/span>Goulamina<span style=\"font-family: \u5b8b\u4f53;\">\u92f0\u7926\uff0c<\/span><span style=\"font-family: Segoe UI;\">2024<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">12<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\u6295\u7522\uff0c\u73fe\u6709\u5e74\u7522\u80fd<\/span><span style=\"font-family: Segoe UI;\">50.6<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\u92f0\u8f1d\u77f3\u7cbe\u7926\uff0c\u8a08\u5283\u7ffb\u500d\u81f3<\/span><span style=\"font-family: Segoe UI;\">100<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\u3002\u8d1b\u92d2\u9084\u6301\u6709\u6fb3\u5927\u5229\u4e9e<\/span><span style=\"font-family: Segoe UI;\">Mount Marion<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7926<\/span><span style=\"font-family: Segoe UI;\">50%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6b0a\u76ca\uff0c\u4e26\u8207\u7279\u65af\u62c9\u3001\u5bf6\u99ac\u3001\u5927\u773e\u3001<\/span><span style=\"font-family: Segoe UI;\">LG<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5316\u5b78\u7b49\u7c3d\u7f72\u4f9b\u8ca8\u5354\u8b70\u3002<\/span><\/p>\n<h2><b><span style=\"font-family: \u5b8b\u4f53;\">\u7b2c\u56db\u540d\uff1a\u96c5\u4fdd\uff08<\/span><a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=ALB\">Albemarle<\/a><span style=\"font-family: \u5b8b\u4f53;\">\uff09<\/span><span style=\"font-family: Segoe UI;\">\u2014\u2014 <\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e02\u503c<\/span><span style=\"font-family: Segoe UI;\">237<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143<\/span><\/b><b><\/b><\/h2>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u7e3d\u90e8\u4f4d\u65bc\u5317\u5361\u7f85\u4f86\u7d0d\u5dde\u7684\u96c5\u4fdd\u662f\u5168\u7403\u92f0\u696d\u8001\u724c\u5de8\u982d\uff0c\u696d\u52d9\u96c6\u4e2d\u5728\u5132\u80fd\u9818\u57df\u3002\u5176\u8cc7\u7522\u5305\u62ec\u667a\u5229<\/span>Atacama<span style=\"font-family: \u5b8b\u4f53;\">\u9e7d\u6e56\u7684<\/span><span style=\"font-family: Segoe UI;\">La Negra<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u8f49\u5316\u5ee0\u3001\u6fb3\u5927\u5229\u4e9e\u7684<\/span><span style=\"font-family: Segoe UI;\">Wodgina<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7926\uff08\u8207<\/span><span style=\"font-family: Segoe UI;\">MinRes<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5404<\/span><span style=\"font-family: Segoe UI;\">50%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5408\u8cc7\uff09\u4ee5\u53ca\u4e16\u754c\u6700\u5927\u7684\u786c\u5ca9\u92f0\u7926<\/span><span style=\"font-family: Segoe UI;\">Greenbushes<\/span><span style=\"font-family: \u5b8b\u4f53;\">\uff08\u6301\u80a1<\/span><span style=\"font-family: Segoe UI;\">49%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\uff09\u3002<\/span><span style=\"font-family: Segoe UI;\">Greenbushes<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u8cc7\u6e90\u91cf\u9054<\/span><span style=\"font-family: Segoe UI;\">4.4<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u5678\uff0c\u54c1\u4f4d<\/span><span style=\"font-family: Segoe UI;\">1.5%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\uff0c\u7cbe\u7926\u7522\u80fd<\/span><span style=\"font-family: Segoe UI;\">150<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678<\/span><span style=\"font-family: Segoe UI;\">\/<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u3002<\/span><\/p>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u5728\u7f8e\u570b\uff0c\u96c5\u4fdd\u904b\u71df\u8457\u672c\u571f\u552f\u4e00\u5728\u7522\u7684<\/span>Silver Peak<span style=\"font-family: \u5b8b\u4f53;\">\u9e7d\u6e56\u9805\u76ee\uff0c\u4e26\u8a08\u5283\u91cd\u555f\u5317\u5361\u7f85\u4f86\u7d0d\u5dde\u7684<\/span><span style=\"font-family: Segoe UI;\">Kings Mountain<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7926\uff0c\u5df2\u7372\u5f97\u7f8e\u570b\u653f\u5e9c<\/span><span style=\"font-family: Segoe UI;\">1.5<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143\u8cc7\u52a9\u3002<\/span><span style=\"font-family: Segoe UI;\">2026<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u96c5\u4fdd\u6de8\u92b7\u552e\u984d\u540c\u6bd4\u589e\u9577<\/span><span style=\"font-family: Segoe UI;\">33%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u81f3<\/span><span style=\"font-family: Segoe UI;\">14<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143\uff0c\u8abf\u6574\u5f8c<\/span><span style=\"font-family: Segoe UI;\">EBITDA<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u98c6\u5347<\/span><span style=\"font-family: Segoe UI;\">148%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u81f3<\/span><span style=\"font-family: Segoe UI;\">6.64<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143\u3002<\/span><\/p>\n<h2><b><span style=\"font-family: \u5b8b\u4f53;\">\u7b2c\u4e94\u540d\uff1a\u5929\u9f4a\u92f0\u696d\uff08<\/span>Tianqi Lithium<span style=\"font-family: \u5b8b\u4f53;\">\uff09<\/span><span style=\"font-family: Segoe UI;\">\u2014\u2014 <\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e02\u503c<\/span><span style=\"font-family: Segoe UI;\">179.5<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143<\/span><\/b><b><\/b><\/h2>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u5929\u9f4a\u92f0\u696d\u662f\u5168\u7403\u6700\u5927\u7684\u786c\u5ca9\u92f0\u751f\u7522\u5546\u3002\u5176\u6838\u5fc3\u8cc7\u7522\u662f\u901a\u904e\u8207<\/span>IGO<span style=\"font-family: \u5b8b\u4f53;\">\u7684\u5408\u8cc7\u516c\u53f8\u6301\u6709<\/span><span style=\"font-family: Segoe UI;\">Greenbushes<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7926<\/span><span style=\"font-family: Segoe UI;\">51%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6b0a\u76ca\uff08\u5269\u9918<\/span><span style=\"font-family: Segoe UI;\">49%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6b78\u96c5\u4fdd\uff09\uff0c\u4e26\u5168\u8cc7\u64c1\u6709<\/span><span style=\"font-family: Segoe UI;\">Kwinana<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6c2b\u6c27\u5316\u92f0\u5de5\u5ee0\u3002<\/span><span style=\"font-family: Segoe UI;\">Kwinana<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u56e0\u6280\u8853\u548c\u6210\u672c\u554f\u984c\u672a\u80fd\u9054\u7522\uff0c\u4e00\u671f\u5e74\u7522<\/span><span style=\"font-family: Segoe UI;\">2.4<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\uff0c<\/span><span style=\"font-family: Segoe UI;\">2026<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u4e00\u5b63\u5ea6\u7522\u91cf\u5347\u81f3<\/span><span style=\"font-family: Segoe UI;\">3047<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5678\uff1b\u4e8c\u671f\u64f4\u5efa\u5df2\u7d42\u6b62\u3002<\/span><\/p>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u5929\u9f4a\u9084\u6301\u6709<\/span>SQM<span style=\"font-family: \u5b8b\u4f53;\">\u5927\u91cf\u80a1\u4efd\uff0c\u4e26\u7a4d\u6975\u5e03\u5c40\u96fb\u6c60\u56de\u6536\u3002<\/span><span style=\"font-family: Segoe UI;\">2026<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">1<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\uff0c\u5929\u9f4a\u8207\u9999\u6e2f<\/span><span style=\"font-family: Segoe UI;\">Envision Greenwise<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7c3d\u7f72\u5408\u4f5c\u5354\u8b70\uff0c\u56de\u6536\u9000\u5f79\u92f0\u96fb\u6c60\u3002\u540c\u6708\uff0c\u5929\u9f4a\u6210\u70ba\u9996\u500b\u7372\u5f97\u5ee3\u671f\u6240\u78b3\u9178\u92f0\u671f\u8ca8\u6ce8\u518a\u54c1\u724c\u7684\u92f0\u4f01\u3002<\/span><\/p>\n<h2><b><span style=\"font-family: \u5b8b\u4f53;\">\u7b2c\u516d\u540d\uff1a<\/span>PLS<span style=\"font-family: \u5b8b\u4f53;\">\uff08\u539f<\/span><span style=\"font-family: Segoe UI;\">Pilbara Minerals<\/span><span style=\"font-family: \u5b8b\u4f53;\">\uff09<\/span><span style=\"font-family: Segoe UI;\">\u2014\u2014 <\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e02\u503c<\/span><span style=\"font-family: Segoe UI;\">150.5<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143<\/span><\/b><b><\/b><\/h2>\n<p class=\"p\">PLS<span style=\"font-family: \u5b8b\u4f53;\">\u5168\u8cc7\u64c1\u6709\u897f\u6fb3<\/span><span style=\"font-family: Segoe UI;\">Pilgangoora<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u92f0\u926d\u7926\uff0c\u5df2\u5be6\u73fe\u5e74\u7522<\/span><span style=\"font-family: Segoe UI;\">100<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\u92f0\u8f1d\u77f3\u7cbe\u7926\u7684<\/span><span style=\"font-family: Segoe UI;\">P1000<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u64f4\u5efa\u76ee\u6a19\u3002<\/span><span style=\"font-family: Segoe UI;\">2026<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u4e00\u5b63\u5ea6\uff0c<\/span><span style=\"font-family: Segoe UI;\">PLS<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5275\u4e0b\u5b63\u5ea6\u7522\u91cf\u7d00\u9304<\/span><span style=\"font-family: Segoe UI;\">\u2014\u20142.324<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\u92f0\u8f1d\u77f3\u7cbe\u7926\u3002\u516c\u53f8\u6b63\u63a8\u9032<\/span><span style=\"font-family: Segoe UI;\">P2000<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u64f4\u5efa\u53ef\u884c\u6027\u7814\u7a76\uff0c\u76ee\u6a19\u5c07\u7522\u80fd\u63d0\u5347\u81f3<\/span><span style=\"font-family: Segoe UI;\">200<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678<\/span><span style=\"font-family: Segoe UI;\">\/<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u3002<\/span><\/p>\n<p class=\"p\">2024<span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">8<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\uff0c<\/span><span style=\"font-family: Segoe UI;\">PLS<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u4ee5<\/span><span style=\"font-family: Segoe UI;\">5.6<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u6fb3\u5143\u6536\u8cfc\u62c9\u4e01\u8cc7\u6e90\u53ca\u5176\u5df4\u897f<\/span><span style=\"font-family: Segoe UI;\">Salinas<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u9805\u76ee\uff0c\u8cc7\u6e90\u91cf\u9054<\/span><span style=\"font-family: Segoe UI;\">7770<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\uff0c\u54c1\u4f4d<\/span><span style=\"font-family: Segoe UI;\">1.24%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u3002<\/span><span style=\"font-family: Segoe UI;\">PLS<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u8207<\/span><span style=\"font-family: Segoe UI;\">POSCO<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5408\u8cc7\u7684\u97d3\u570b\u9996\u5ea7\u6c2b\u6c27\u5316\u92f0\u5de5\u5ee0\u5df2\u65bc<\/span><span style=\"font-family: Segoe UI;\">2024<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u5e95\u6295\u7522\u3002<\/span><span style=\"font-family: Segoe UI;\">2026<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">4<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\uff0c<\/span><span style=\"font-family: Segoe UI;\">PLS<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7372\u5f97\u653f\u5e9c<\/span><span style=\"font-family: Segoe UI;\">3800<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u6fb3\u5143\u8cc7\u52a9\uff0c\u7528\u65bc\u958b\u767c\u96fb\u7aaf\u4e2d\u904a\u793a\u7bc4\u5de5\u5ee0\u3002<\/span><\/p>\n<h2><b><span style=\"font-family: \u5b8b\u4f53;\">\u7b2c\u4e03\u540d\uff1a<\/span>Mineral Resources<\/b><b> <\/b><b><span style=\"font-family: Segoe UI;\">\u2014\u2014 <\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e02\u503c<\/span><span style=\"font-family: Segoe UI;\">105<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5104\u7f8e\u5143<\/span><\/b><b><\/b><\/h2>\n<p class=\"p\">MinRes<span style=\"font-family: \u5b8b\u4f53;\">\u662f\u6fb3\u5927\u5229\u4e9e\u591a\u5143\u5316\u7926\u696d\u516c\u53f8\uff0c\u901a\u904e\u5408\u8cc7\u65b9\u5f0f\u6301\u6709<\/span><span style=\"font-family: Segoe UI;\">Wodgina<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u548c<\/span><span style=\"font-family: Segoe UI;\">Mount Marion<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5404<\/span><span style=\"font-family: Segoe UI;\">50%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6b0a\u76ca\uff08\u5206\u5225\u8207\u96c5\u4fdd\u548c\u8d1b\u92d2\u5408\u8cc7\uff09\u3002\u53d7\u92f0\u50f9\u4f4e\u8ff7\u5f71\u97ff\uff0c<\/span><span style=\"font-family: Segoe UI;\">2025<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u8ca1\u5e74<\/span><span style=\"font-family: Segoe UI;\">Mount Marion<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7522\u91cf\u4e0b\u964d<\/span><span style=\"font-family: Segoe UI;\">21%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u81f3<\/span><span style=\"font-family: Segoe UI;\">51.4<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\uff0c\u4f46<\/span><span style=\"font-family: Segoe UI;\">Wodgina<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7522\u91cf\u589e\u9577<\/span><span style=\"font-family: Segoe UI;\">18%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u81f3<\/span><span style=\"font-family: Segoe UI;\">50.2<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\u3002<\/span><span style=\"font-family: Segoe UI;\">2026<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5e74<\/span><span style=\"font-family: Segoe UI;\">5<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u6708\uff0c<\/span><span style=\"font-family: Segoe UI;\">MinRes<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u5ba3\u5e03\u56e0\u92f0\u50f9\u56de\u6696\u91cd\u555f<\/span><span style=\"font-family: Segoe UI;\">Bald Hill<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7926\uff0c\u4e26\u767c\u5e03\u65b0\u8cc7\u6e90\u91cf<\/span><span style=\"font-family: Segoe UI;\">\u2014\u20145810<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u842c\u5678\uff0c\u54c1\u4f4d<\/span><span style=\"font-family: Segoe UI;\">0.94%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u3002<\/span><\/p>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u540c\u6708\uff0c<\/span>MinRes<span style=\"font-family: \u5b8b\u4f53;\">\u5411\u97d3\u570b<\/span><span style=\"font-family: Segoe UI;\">POSCO<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u51fa\u552e\u5176\u92f0\u696d\u52d9<\/span><span style=\"font-family: Segoe UI;\">30%<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u80a1\u6b0a\uff0c\u901a\u904e\u65b0\u5408\u8cc7\u516c\u53f8\u6301\u6709<\/span><span style=\"font-family: Segoe UI;\">Wodgina<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u548c<\/span><span style=\"font-family: Segoe UI;\">Mount Marion<\/span><span style=\"font-family: \u5b8b\u4f53;\">\u7684\u65e2\u6709\u6b0a\u76ca\u3002<\/span><\/p>\n<h2><b><span style=\"font-family: \u5b8b\u4f53;\">\u884c\u696d\u8da8\u52e2\u8207\u6295\u8cc7\u8005\u555f\u793a<\/span><\/b><b><\/b><\/h2>\n<p class=\"p\"><span style=\"font-family: \u5b8b\u4f53;\">\u5f9e\u4e0a\u8ff0\u4e03\u5de8\u982d\u7684\u5e03\u5c40\u53ef\u4ee5\u770b\u51fa\uff0c<\/span>2026<span style=\"font-family: \u5b8b\u4f53;\">\u5e74\u7684\u92f0\u696d\u7af6\u722d\u5448\u73fe\u51fa\u4e09\u5927\u7279\u5f81\uff1a\u4e00\u662f\u7926\u696d\u5de8\u982d\u529b\u62d3\u901a\u904e\u4e26\u8cfc\u5feb\u901f\u8d85\u8eca\uff0c\u4e8c\u662f\u4e2d\u570b\u4f01\u696d\u8d1b\u92d2\u3001\u5929\u9f4a\u6301\u7e8c\u6df1\u5316\u5168\u7403\u8cc7\u6e90\u63a7\u5236\uff0c\u4e09\u662f\u5730\u7de3\u653f\u6cbb\u56e0\u7d20\uff08\u5982\u667a\u5229\u570b\u6709\u5316\u3001\u7f8e\u570b\u88dc\u8cbc\uff09\u6b63\u5728\u91cd\u5851\u4f9b\u61c9\u93c8\u3002\u5c0d\u65bc\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u5bc6\u5207\u95dc\u6ce8\u5404\u516c\u53f8\u7684\u6210\u672c\u66f2\u7dda\u3001\u7522\u80fd\u843d\u5730\u7bc0\u594f\u4ee5\u53ca\u9577\u5354\u5b9a\u50f9\u6a5f\u5236\uff0c\u5c07\u662f\u628a\u63e1\u92f0\u96fb\u6295\u8cc7\u6a5f\u6703\u7684\u95dc\u9375\u3002<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u92f0\uff0c\u4f5c\u70ba\u96fb\u52d5\u6c7d\u8eca\u548c\u80fd\u6e90\u8f49\u578b\u7684\u6838\u5fc3\u539f\u6750\u6599\uff0c\u5176\u5168\u7403\u4f9b\u61c9\u683c\u5c40\u6b63\u5728\u7d93\u66c6\u6df1\u523b\u91cd\u5851\u3002\u66fe\u5e7e\u4f55\u6642\uff0c\u92f0\u751f\u7522\u7531\u5c11\u6578\u5e7e\u5bb6\u7f8e\u6fb3\u4e0a\u5e02\u516c\u53f8 [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":573336,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426,2197],"tags":[672,773,803],"class_list":["post-639099","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","category-2197","tag-672","tag-773","tag-803","sectors-energy-metals-tch","locations-china-zh-hant","locations-848","locations-us-zh-hant","exchange-nyse-zh-hant","exchange-609"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/639099","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=639099"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/639099\/revisions"}],"predecessor-version":[{"id":639102,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/639099\/revisions\/639102"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/573336"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=639099"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=639099"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=639099"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}