{"id":3890,"date":"2021-09-29T04:59:47","date_gmt":"2021-09-29T04:59:47","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=3890"},"modified":"2023-08-29T17:51:15","modified_gmt":"2023-08-29T17:51:15","slug":"have-iron-ore-miners-oversold-should-investors-steel-ferrous-pain","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=3890","title":{"rendered":"\u662f\u94c1\u77ff\u77f3\u751f\u4ea7\u5546\u88ab\u8d85\u5356\u4e86\uff0c\u8fd8\u662f\u6295\u8d44\u8005\u5e94\u8be5\u4e70\u5165\u66f4\u591a\u7684\u94a2\u94c1?"},"content":{"rendered":"

\u4e13\u5bb6\u4eec\u8fd9\u4e00\u6b21\u662f\u5bf9\u7684:\u5e02\u573a\u5f15\u529b\u5b9a\u5f8b\u603b\u662f\u4f1a\u8d76\u4e0a\u94c1\u77ff\u77f3\u4ef7\u683c\u7684\u3002\u5728\u77ed\u77ed\u51e0\u5468\u5185\uff0c\u94c1\u77ff\u77f3\u4ef7\u683c\u5df2\u4ece\u6bcf\u5428220\u7f8e\u5143\u7684\u9ad8\u70b9\u4e0b\u8dcc\u903e50%\u3002<\/p>\n

\u5c3d\u7ba1\u5982\u6b64\uff0c\u6ca1\u6709\u4eba\u80fd\u5b8c\u5168\u9884\u6d4b\u5230\u8fd9\u79cd\u5d29\u6e83\u7684\u7a0b\u5ea6\uff0c\u8fd9\u79cd\u5d29\u6e83\u6e90\u4e8e\u4e2d\u56fd\u75b2\u5f31\u7684\u5efa\u7b51\u4e1a\uff0c\u518d\u52a0\u4e0a\u4e2d\u56fd\u653f\u5e9c\u4e3a\u4e86\u957f\u671f\u4f4e\u8ff7\u7684\u73af\u5883\u800c\u524a\u51cf\u94a2\u94c1\u4ea7\u91cf\u7684\u610f\u56fe(\u8bf7\u539f\u8c05\u8fd9\u79cd\u53cc\u5173\u8bed)\u3002<\/p>\n

Goldman Sachs\u7684\u6570\u636e\u663e\u793a\uff0c\u5168\u7403\u7c97\u94a2\u4ea7\u91cf\u5df2\u7ecf\u6bd42021\u5e745\u6708\u7684\u5cf0\u503c\u4f4e\u4e867%\uff0c\u800c\u4e2d\u56fd\u7684\u4ea7\u91cf\u6bd44\u6708\u4efd\u7684\u5cf0\u503c\u4f4e\u4e8620%\u3002<\/p>\n

\u5728\u5e02\u573a\u5d29\u6e83\u65f6\uff0c\u4eba\u4eec\u603b\u662f\u5728\u731c\u6d4b\u5927\u5b97\u5546\u54c1\u4f55\u65f6\u4f1a\u51fa\u73b0\u8d85\u5356\u2014\u2014\u8fd9\u662f\u4e0d\u53ef\u907f\u514d\u7684\u3002\u53bb\u5e74\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u4ef7\u683c\u6025\u5267\u4e0b\u8dcc\u2014\u2014\u968f\u540e\u51fa\u73b0\u4e86\u663e\u8457\u590d\u82cf\u2014\u2014\u7a81\u663e\u51fa\u53ef\u80fd\u53d1\u751f\u7684\u60c5\u51b5\u3002<\/p>\n

\u77ed\u671f\u524d\u666f<\/h2>\n

\u4e0d\u5229\u7684\u4e00\u9762\u662f\uff0c\u77ed\u671f\u5185\u4f3c\u4e4e\u6ca1\u6709\u592a\u591a\u652f\u6491\u94c1\u77ff\u77f3\u4ef7\u683c\u7684\u56e0\u7d20\u3002<\/p>\n

\u8d44\u6df1\u7ecf\u7eaa\u5546\u7406Richard Morrow\u5c06\u94c1\u77ff\u77f3\u4ef7\u683c\u5f62\u5bb9\u4e3a220\u7f8e\u5143\/\u5428\u7684\u201c\u8352\u8c2c\u201d\uff0c\u4ee5\u53ca\u6bcf\u5428100\u7f8e\u5143\u7684\u201c\u8352\u8c2c\u201d\u3002<\/p>\n

\u53ef\u7b11\u4f4e?\u4e8b\u5b9e\u4e0a\uff0c\u4ef7\u683c\u5f88\u9ad8:Pilbara\u751f\u4ea7\u5546\u5f00\u91c7\u94c1\u77ff\u77f3\u7684\u5e73\u5747\u603b\u6210\u672c\u4e3a\u6bcf\u542840\u6fb3\u5143(\u5408\u6bcf\u542829\u7f8e\u5143)\uff0c\u6240\u4ee5\u5373\u4f7f\u662f100\u7f8e\u5143\/\u5428\uff0c\u4e5f\u4ee3\u8868\u7740\u60ca\u4eba\u7684\u3001\u4e0d\u53ef\u6301\u7eed\u7684\u5229\u6da6\u7387\u3002<\/p>\n

\u4e0e\u6b64\u540c\u65f6\uff0cBank of America\u7684\u5168\u7403\u7814\u7a76\u62a5\u544a\u4e50\u89c2\u5730\u5c06\u51762022\u5e74\u94c1\u77ff\u77f3\u7f5a\u6b3e\u9884\u6d4b\u4ece165\u7f8e\u5143\/\u5428\u4e0b\u8c03\u81f391\u7f8e\u5143\/\u5428\uff0c\u5e76\u627f\u8ba470\u7f8e\u5143\/\u5428\u7684\u4ef7\u683c\u201c\u6709\u53ef\u80fd\u201d\u3002<\/p>\n

\u4ece\u79ef\u6781\u7684\u4e00\u9762\u770b\uff0c\u5317\u4eac\u5e76\u4e0d\u6253\u7b97\u5b8c\u5168\u5c01\u9501\u4e2d\u56fd\u7684\u5927\u578b\u5de5\u5382:\u5b98\u65b9\u6307\u4ee4\u662f\u4fdd\u6301\u4eca\u5e74\u7684\u94a2\u94c1\u4ea7\u91cf\u5728\u53bb\u5e74\u7684\u6c34\u5e73(\u57286\u6708\u7684\u4e00\u534a\u589e\u957f\u4e86\u60ca\u4eba\u768411%)\u3002<\/p>\n

\u4f9b\u5e94<\/h2>\n

\u5728\u53ef\u9884\u89c1\u7684\u672a\u6765\uff0cPilbara\u4ecd\u7136\u662f\u4e2d\u56fd\u6700\u597d\u548c\u6700\u8fd1\u7684\u53ef\u9760\u4f9b\u5e94\u6765\u6e90\uff0c\u4e2d\u56fd\u5360\u6d77\u8fd0\u94c1\u77ff\u77f3\u8d38\u6613\u768490%\u4ee5\u4e0a\u3002<\/p>\n

\u6309\u5e74\u7387\u8ba1\u7b97\uff0c\u6fb3\u5927\u5229\u4e9a\u7684\u6d77\u8fd0\u4f9b\u5e94\u91cf\u4e3a6.86\u4ebf\u5428\uff0c\u5df4\u897f(\u4e3b\u8981\u662f\u6de1\u6c34\u6cb3\u8c37)\u7684\u4f9b\u5e94\u91cf\u4e3a3.57\u4ebf\u5428\u3002<\/p>\n

\u4ece\u957f\u671f\u6765\u770b\uff0c\u65b0\u94c1\u77ff\u77f3\u53ef\u80fd\u4f1a\u52a0\u5267\u4f9b\u5e94\u8fc7\u5269\uff0c\u5c24\u5176\u662f\u51e0\u5185\u4e9a\u7684\u897f\u8292\u675c(Simandou) 240\u4e07\u5428\u9ad8\u54c1\u4f4d\u94c1\u77ff\u77f3\uff0c\u53ef\u80fd\u4f1a\u4f7f\u53ef\u7528\u4f9b\u5e94\u589e\u52a0\u81f3\u591a200\u4e07\u5428\u3002<\/p>\n

\u7136\u800c\uff0c\u8be5\u56fd\u6700\u8fd1\u7684\u653f\u53d8\u518d\u6b21\u51f8\u663e\u4e86\u5728\u975e\u6d32\u505a\u751f\u610f\u7684\u6301\u7eed\u4e3b\u6743\u98ce\u9669\u3002<\/p>\n

\u4e09\u5927\u94c1\u77ff\u77f3\u751f\u4ea7\u5546<\/h2>\n

\u53ef\u4ee5\u9884\u89c1\u7684\u662f\uff0c\u94c1\u77ff\u77f3\u629b\u552e\u5df2\u7ecf\u5f71\u54cd\u4e86\u6211\u4eec\u4e09\u5927\u94c1\u77ff\u77f3\u751f\u4ea7\u5546\u7684\u4f30\u503c\u3002\u81ea7\u6708\u5e95\u94c1\u77ff\u77f3\u4ef7\u683c\u5f00\u59cb\u4e0b\u8dcc\u4ee5\u6765\uff0cRio Tinto (ASX: RIO)\u548cBHP (ASX: BHP)\u7684\u80a1\u4ef7\u5df2\u7ecf\u4e0b\u8dcc\u4e8630%\u3002<\/p>\n

\u7eaf\u4e1a\u52a1\u7684Fortescue (ASX: FMG)\u88ab\u629b\u552e\u4e8640%\uff0c\u5176\u521b\u59cb\u4ebaAndrew Forrest\u6301\u6709\u768436%\u80a1\u4efd\u4ef7\u503c\u7f29\u6c34\u903e100\u4ebf\u6fb3\u5143\u3002<\/p>\n

\u4f46\u662f\u4e0d\u8981\u5bc4\u5305\u88f9\uff0c\u4ed6\u4f1a\u6ca1\u4e8b\u7684\u3002<\/p>\n

\u4e09\u5de8\u5934\u73b0\u5728\u7684\u4ef7\u503c\u8fd8\u7b97\u5408\u7406\u5417?<\/p>\n

\u7ecf\u7eaa\u516c\u53f8Evans & Partners\u6682\u65f6\u63d0\u51fa\u4e86\u80af\u5b9a\u7684\u7406\u7531\uff0c\u81f3\u5c11\u5728BHP\u548cRio\u7684\u95ee\u9898\u4e0a\u662f\u8fd9\u6837\u3002<\/p>\n

\u5047\u8bbe\u5f53\u524d2021-22\u5e74\u94c1\u77ff\u77f3\u4ef7\u683c\u4e3a\u8d1f100\u7f8e\u5143\/\u5428\uff0c2023-25\u5e74\u4ec5\u4e3a75\u7f8e\u5143\/\u5428\uff0c\u8be5\u516c\u53f8\u63a8\u65ad\u672a\u676512\u4e2a\u6708\u5fc5\u548c\u5fc5\u62d3\u80a1\u4e1c\u5c06\u83b7\u5f9723%\u7684\u56de\u62a5\uff0cRio\u6295\u8d44\u8005\u5c06\u83b7\u5f9727%\u7684\u56de\u62a5\u3002<\/p>\n

\u7531\u4e8eBHP\u7684\u6536\u76ca\u7387\u8fdc\u8fdc\u8d85\u8fc75%\uff0c\u91cc\u7ea6\u70ed\u5185\u5362\u63a5\u8fd18%\uff0c<\/p>\n

(\u5728\u8fdb\u884c\u4e0a\u8ff0\u8ba1\u7b97\u65f6\uff0cBHP \u548c Rio\u7684\u80a1\u4ef7\u5206\u522b\u4e3a41\u6fb3\u5143\u548c106\u6fb3\u5143\uff0c\u4f46\u622a\u81f3\u672c\u5468\u4e09\uff0c\u80a1\u4ef7\u5206\u522b\u4e3a36.87\u6fb3\u5143\u548c97.47\u6fb3\u5143\u3002\u56e0\u6b64\uff0c\u5982\u679c\u6709\u4ec0\u4e48\u4e0d\u540c\u7684\u8bdd\uff0c\u9884\u6d4b\u56de\u62a5\u6bd4\u58f0\u660e\u8981\u597d)\u3002<\/p>\n

\u8be5\u516c\u53f8\u8868\u793a:\u201c\u6211\u4eec\u4ecd\u7136\u76f8\u4fe1\uff0c\u5fc5\u548c\u5fc5\u62d3\u548c\u91cc\u7ea6\u70ed\u5185\u5362\u7684\u94c1\u77ff\u77f3\u4e1a\u52a1\u90fd\u662f\u6781\u597d\u7684\u4e1a\u52a1\uff0c\u4f1a\u4ea7\u751f\u5f3a\u52b2\u7684\u56de\u62a5\u3002\u201d<\/p>\n

\u201c\u4f46\u6211\u4eec\u786e\u5b9e\u8ba4\u4e3a\uff0c\u76f8\u5bf9\u4e8e\u8fc7\u53bb18\u4e2a\u6708\u7684\u79ef\u6781\u52bf\u5934\uff0c\u73b0\u5728\u7684\u98ce\u9669\u66f4\u4e3a\u5e73\u8861\u3002\u201d<\/p>\n

\u5c3d\u7ba1BHP \u548c Rio\u90fd\u5728\u8fdb\u884c\u591a\u5143\u5316\u7ecf\u8425(\u5c24\u5176\u662f\u5728\u94dc\u4e1a\u52a1\u65b9\u9762)\uff0c\u4f46\u5b83\u4eec\u5728\u76ae\u5c14\u5df4\u62c9\u7684\u4e1a\u52a1\u4ecd\u662f\u4e30\u539a\u80a1\u606f\u7684\u6765\u6e90\u3002\u57282020-21\u5e74\uff0c\u7ea2\u5c18\u5360\u5fc5\u548c\u5fc5\u62d3\u6f5c\u5728\u6536\u76ca\u768470%\uff0c\u800c\u91cc\u7ea6\u70ed\u5185\u5362\u7684\u8fd9\u4e00\u6bd4\u4f8b\u66f4\u63a5\u8fd177%\u3002<\/p>\n

Woodside Petroleum\u4e0eBHP\u6cb9\u6c14\u8d44\u4ea7\u7684\u62df\u8bae\u5408\u5e76\uff0c\u5728\u4e00\u5b9a\u7a0b\u5ea6\u4e0a\u6405\u6d51\u4e86\u5c40\u9762\u3002BHP\u8fd8\u662f\u5168\u7403\u6700\u5927\u7684\u70bc\u7126\u7164\u751f\u4ea7\u5546\uff0c\u672c\u5468\u70bc\u7126\u7164\u4ef7\u683c\u89e6\u53ca\u521b\u7eaa\u5f55\u6c34\u5e73\uff0c\u4e0e\u5176\u70bc\u94a2\u540c\u884c\u94c1\u77ff\u77f3\u7684\u547d\u8fd0\u5f62\u6210\u4e86\u76f4\u63a5\u5bf9\u6bd4\u3002<\/p>\n

Rio\u8fd8\u62e5\u6709Simandou\u9879\u76ee45%\u7684\u80a1\u4efd\uff0c\u56e0\u6b64\uff0c\u5982\u679c\u8fd9\u4e2a\u590d\u6742\u4e14\u7ecf\u5e38\u62d6\u5ef6\u7684\u9879\u76ee\u6295\u4ea7\uff0cRio\u5c06\u4ece\u4e2d\u53d7\u76ca\u3002<\/p>\n

Fortescue\u5462?\u4f5c\u4e3a\u7eaf\u4e1a\u52a1\u6307\u6570\uff0cPilbara\u7684\u65b0\u8d35\u6700\u5bb9\u6613\u53d7\u5230\u8fdb\u4e00\u6b65\u6076\u5316\u7684\u73af\u5883\u7684\u5f71\u54cd\uff0c\u5c24\u5176\u662f\u8003\u8651\u5230\u5176\u4ea7\u54c1\u7684\u54c1\u7ea7\u8f83\u4f4e\u3002<\/p>\n

\u4f46\u51e1\u4e8b\u90fd\u6709\u4ee3\u4ef7\u3002<\/p>\n

\u6839\u636eCredit Suisse\u7684\u6570\u636e\uff0cRio\u770b\u8d77\u6765\u662f\u4e09\u5de8\u5934\u4e2d\u6700\u4fbf\u5b9c\u7684\uff0c\u5e02\u76c8\u7387\u4e3a\u672c\u5e74\u5ea6\u9884\u671f\u6536\u76ca\u7684\u4e94\u500d\uff0c\u6536\u76ca\u7387\u4e3a14%\u3002<\/p>\n

BHP\u548cFortescue\u7684\u5e02\u76c8\u7387\u5206\u522b\u4e3a7\u81f38\u500d\uff0c\u6536\u76ca\u7387\u5206\u522b\u4e3a6%\u548c11%\u3002<\/p>\n

\u5173\u952e\u662f\uff0c\u8fd9\u662f\u4ee5\u6bcf\u5428100\u7f8e\u5143\u5de6\u53f3\u7684\u73b0\u8d27\u4ef7\u683c\u4e3a\u57fa\u7840\u7684\uff0c\u63a5\u4e0b\u6765\u53d1\u751f\u7684\u4e8b\u60c5\u57fa\u672c\u4e0a\u662f\u731c\u6d4b\u2014\u2014\u81f3\u5c11\u5bf9\u90a3\u4e9b\u5bf9\u4e2d\u56fd\u7684\u5185\u90e8\u653f\u7b56\u8fd0\u4f5c\u6ca1\u6709\u5145\u5206\u4e86\u89e3\u7684\u4eba\u6765\u8bf4\u662f\u8fd9\u6837\u3002<\/p>\n

\u5c0f\u516c\u53f8\u5462<\/p>\n

\u5728\u6fb3\u5927\u5229\u4e9a\u8bc1\u4ea4\u6240\u4e0a\u5e02\u7684\u521d\u7ea7\u94c1\u77ff\u77f3\u77ff\u5546\u548c\u5f00\u53d1\u5546\u4e5f\u672a\u80fd\u5e78\u514d\u4ef7\u683c\u4e4b\u75db\uff0c\u5c24\u5176\u662f\u8003\u8651\u5230\u5b83\u4eec\u6bcf\u5428\u8fd0\u8425\u6210\u672c\u66f4\u9ad8\u3002<\/p>\n

\u53d7\u6253\u51fb\u6700\u4e25\u91cd\u7684\u662fMt Gibson Iron (ASX: MGX)\uff0c\u8be5\u516c\u53f8\u53bb\u5e74\u51fa\u552e\u4e86300\u4e07\u5428\u94c1\u77ff\u77f3\uff0c\u83b7\u5f97\u4e866400\u4e07\u7f8e\u5143\u7684\u51c0\u5229\u6da6\u3002<\/p>\n

\u5409\u5e03\u68ee\u5c71\u5728\u5df4\u5361\u5c3c\u4e9a\u7fa4\u5c9b\u7684\u65d7\u8230\u9879\u76ee\u5e93\u5170\u5c9b\u636e\u79f0\u62e5\u6709\u897f\u6fb3\u6700\u9ad8\u54c1\u4f4d\u8d64\u94c1\u77ff\u50a8\u91cf\uff0c\u5e73\u5747\u542b\u94c1\u91cf\u4e3a65.5%\u3002<\/p>\n

\u7ba1\u7406\u5c42\u9884\u8ba1\u672c\u5e74\u5ea6\u7684\u9500\u552e\u989d\u4e3a300 – 320\u4e07\u5428\uff0c\u4f46\u6bcf\u5428(\u8239\u4e0a\u4ea4\u8d27)\u7684\u8fd0\u8425\u6210\u672c\u4e3a75-80\u6fb3\u5143\uff0c\u8f7b\u677e\u8d5a\u94b1\u7684\u65e5\u5b50\u770b\u6765\u8981\u7ed3\u675f\u4e86\u3002<\/p>\n

\u81ea\u94c1\u77ff\u77f3\u4ef7\u683c\u89c1\u9876\u4ee5\u6765\uff0c\u5409\u5e03\u68ee\u5c71\u7684\u80a1\u4ef7\u5df2\u7ecf\u4e0b\u8dcc\u4e86\u4e00\u534a\u3002<\/p>\n

Grange Resources (ASX: GRR)\u4e00\u76f4\u4e13\u6ce8\u4e8e\u4ece\u5854\u65af\u9a6c\u5c3c\u4e9a\u7684Savage River\u751f\u4ea7\u9ad8\u8d28\u91cf\u7684\u4f4e\u7eaf\u5ea6\u78c1\u94c1\u77ff\u3002<\/p>\n

\u4eca\u5e746\u6708\uff0c\u8be5\u516c\u53f8\u5b9e\u73b0\u51c0\u5229\u6da62.05\u4ebf\u6fb3\u5143\uff0c\u9500\u552e\u989d\u4e3a121\u4e07\u6fb3\u5143\u3002<\/p>\n

\u9897\u7c92\u4ef7\u683c\u4e3a\u6bcf\u5428260\u7f8e\u5143\uff0c\u76f4\u63a5\u6210\u672c\u4e3a\u6bcf\u5428100\u6fb3\u5143\u3002\u56e0\u6b64\uff0c\u5c3d\u7ba1\u683c\u5170\u5176\u4ecd\u5728\u6d41\u52a8\uff0c\u4f46\u5982\u679c\u60c5\u51b5\u6076\u5316\uff0c\u5e93\u5b58\u770b\u8d77\u6765\u66f4\u50cf\u662f\u5e93\u519c\u52a0\u5c71\u7684\u9886\u5730\u3002<\/p>\n

Midwest WA\u751f\u4ea7\u5546Fenix Resources (ASX: FEX)\u4e5f\u672a\u80fd\u9003\u8131\u629b\u552e\uff0c\u5b83\u5df2\u4e8e\u4eca\u5e742\u6708\u4ece\u5176Iron Ridge\u77ff\u53d1\u51fa\u4e86\u9996\u6279\u76f4\u8fd0\u77ff\u77f3\u3002<\/p>\n

\u4ece\u90a3\u65f6\u52306\u670830\u65e5\uff0cFenix\u751f\u4ea7\u4e8650\u591a\u4e07\u5428\uff0c\u5229\u6da6\u4e3a4900\u4e07\u6fb3\u5143\u3002<\/p>\n

\u660e\u667a\u7684\u662f\uff0c\u8be5\u516c\u53f8\u5df2\u7ecf\u5bf9\u51b2\u4e86\u672a\u676512\u4e2a\u67085\u4e07\u5428\u5e74\u4ea7\u91cf(\u8ba1\u5212\u4ea7\u91cf\u768445%)\uff0c\u8fbe\u5230\u4ee4\u4eba\u5174\u594b\u7684\u6bcf\u5428230\u7f8e\u5143\u3002\u4f46\u8fd9\u79cd\u90e8\u5206\u4fdd\u62a4\u5e76\u672a\u963b\u6b62\u83f2\u5c3c\u514b\u65af\u80a1\u4ef7\u4e0b\u8dcc40%\u3002<\/p>\n

\u5728\u66f4\u8fdc\u7684\u5730\u65b9\uff0cChampion Mines (ASX: CIA)\u6b63\u4f9d\u9760\u52a0\u62ff\u5927\u62c9\u5e03\u62c9\u591a\u5bcc\u94c1\u69fdBloom Lake\u4e1a\u52a1\u5bf9\u9ad8\u54c1\u4f4d\u77ff\u77f3\u7684\u9700\u6c42\u4e0d\u65ad\u589e\u957f\u3002<\/p>\n

\u57286\u6708\u4efd\u7684\u8fd9\u4e2a\u5b63\u5ea6\uff0cChampion\u4ea7\u91cf\u4e3a193\u4e07\u5428\uff0c\u54c1\u7ea7\u7ea6\u4e3a68%\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0cPilbara\u751f\u4ea7\u5546\u7684\u54c1\u7ea7\u4e3a58-62%\u3002<\/p>\n

\u56e0\u6b64\uff0c\u5728\u94a2\u94c1\u5236\u9020\u5546\u8feb\u5207\u9700\u8981\u964d\u4f4e\u6392\u653e\u4e4b\u9645\uff0cChampion\u5229\u7528\u4e86\u78b3\u51cf\u6392\u4e3b\u9898:\u6295\u5165\u9ad8\u7089\u7684\u77ff\u77f3\u54c1\u4f4d\u8d8a\u9ad8\uff0c\u6240\u9700\u7684\u80fd\u6e90\u5c31\u8d8a\u5c11\u3002\u66f4\u4e30\u5bcc\u7684\u77ff\u77f3\u4e5f\u610f\u5473\u7740\u66f4\u5c11\u7684\u77ff\u6e23\u5806\u3002<\/p>\n

\u5728\u9a6c\u8fbe\u52a0\u65af\u52a0\uff0c\u521d\u7ea7\u52d8\u63a2\u516c\u53f8Akora Resources (ASX: AKO)\u6b63\u51c6\u5907\u5728\u5e74\u5e95\u524d\u4e3a\u5176Bekisopa\u9879\u76ee\u63d0\u4f9b\u7b26\u5408JORC\u6807\u51c6\u7684\u94c1\u77ff\u77f3\u8d44\u6e90\u3002<\/p>\n

\u8be5\u9879\u76ee\u7684\u94bb\u63a2\u5de5\u4f5c\u4ecd\u5728\u7ee7\u7eed\uff0c\u5f00\u91c7\u51fa\u4e86\u5927\u7247\u4f18\u8d28\u94c1\u77ff\u77f3\u3002\u8be5\u516c\u53f8\u8868\u793a\uff0c\u5176\u77ff\u77f3\u751f\u4ea7\u51fa\u201c\u54c1\u8d28\u5353\u8d8a\u201d\u7684\u4f18\u8d28\u7ec6\u7c92\u4ea7\u54c1\uff0c\u4e0e\u5176\u4ed6\u5730\u65b9\u751f\u4ea7\u7684\u4ea7\u54c1\u76f8\u6bd4\uff0c\u8fd9\u4e9b\u4ea7\u54c1\u66f4\u4e3a\u6709\u5229\u3002<\/p>\n

\u8be5\u516c\u53f8\u8fd8\u62e5\u6709\u8be5\u56fd\u7684Tratramarina\u548cAmbodilafa\u94c1\u77ff\u77f3\u9879\u76ee\u3002<\/p>\n

\u6700\u540e\uff0c\u82f1\u96c4\u5956\u9881\u7ed9\u4e86Pearl Gull (ASX: PLG)\uff0c\u5b83\u5728\u629b\u552e\u98ce\u66b4\u7684\u4e2d\u5fc3\u5728ASX\u4e0a\u5e02\u3002<\/p>\n

Pearl Gull\u6b63\u5728Kimberley\u6d77\u5cb8\u9644\u8fd1\u7684Cockatoo Island\u5bfb\u627e\u77ff\u85cf\uff0c\u5fc5\u548c\u5fc5\u62d3\u572820\u4e16\u7eaa50\u5e74\u4ee3\u9996\u6b21\u5728\u90a3\u91cc\u5f00\u91c7\u3002<\/p>\n

\u8be5\u516c\u53f8\u5bf9\u77ed\u671f\u5b9a\u4ef7\u5e76\u4e0d\u62c5\u5fc3\uff0c\u79f0\u8fd9\u662f\u5bf9\u5176\u9ad8\u6863\u76f4\u90ae\u4ea7\u54c1\u957f\u671f\u9700\u6c42\u7684\u4e00\u79cd\u5229\u7528\u3002<\/p>\n

\u6362\u53e5\u8bdd\u8bf4:\u5982\u679c\u4f60\u4e0d\u7b11\uff0c\u4f60\u5c31\u662f\u5728\u54ed\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u4e13\u5bb6\u4eec\u8fd9\u4e00\u6b21\u662f\u5bf9\u7684:\u5e02\u573a\u5f15\u529b\u5b9a\u5f8b\u603b\u662f\u4f1a\u8d76\u4e0a\u94c1\u77ff\u77f3\u4ef7\u683c\u7684\u3002\u5728\u77ed\u77ed\u51e0\u5468\u5185\uff0c\u94c1\u77ff\u77f3\u4ef7\u683c\u5df2\u4ece\u6bcf\u5428220\u7f8e\u5143\u7684\u9ad8\u70b9\u4e0b\u8dcc\u903e50%\u3002 \u5c3d\u7ba1\u5982\u6b64\uff0c\u6ca1\u6709\u4eba\u80fd\u5b8c\u5168\u9884\u6d4b\u5230\u8fd9\u79cd\u5d29\u6e83\u7684\u7a0b\u5ea6\uff0c\u8fd9\u79cd\u5d29\u6e83\u6e90\u4e8e\u4e2d\u56fd\u75b2\u5f31\u7684\u5efa\u7b51\u4e1a\uff0c\u518d\u52a0\u4e0a\u4e2d\u56fd\u653f\u5e9c\u4e3a\u4e86\u957f\u671f\u4f4e\u8ff7\u7684\u73af\u5883\u800c\u524a\u51cf\u94a2\u94c1\u4ea7\u91cf\u7684\u610f\u56fe(\u8bf7\u539f\u8c05\u8fd9\u79cd\u53cc\u5173\u8bed)\u3002 Goldman Sachs\u7684\u6570\u636e\u663e\u793a\uff0c\u5168\u7403\u7c97\u94a2\u4ea7\u91cf\u5df2\u7ecf\u6bd42021\u5e745\u6708\u7684\u5cf0\u503c\u4f4e\u4e867%\uff0c\u800c\u4e2d\u56fd\u7684\u4ea7\u91cf\u6bd44\u6708\u4efd\u7684\u5cf0\u503c\u4f4e\u4e8620%\u3002 \u5728\u5e02\u573a\u5d29\u6e83\u65f6\uff0c\u4eba\u4eec\u603b\u662f\u5728\u731c\u6d4b\u5927\u5b97\u5546\u54c1\u4f55\u65f6\u4f1a\u51fa\u73b0\u8d85\u5356\u2014\u2014\u8fd9\u662f\u4e0d\u53ef\u907f\u514d\u7684\u3002\u53bb\u5e74\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u4ef7\u683c\u6025\u5267\u4e0b\u8dcc\u2014\u2014\u968f\u540e\u51fa\u73b0\u4e86\u663e\u8457\u590d\u82cf\u2014\u2014\u7a81\u663e\u51fa\u53ef\u80fd\u53d1\u751f\u7684\u60c5\u51b5\u3002 \u77ed\u671f\u524d\u666f \u4e0d\u5229\u7684\u4e00\u9762\u662f\uff0c\u77ed\u671f\u5185\u4f3c\u4e4e\u6ca1\u6709\u592a\u591a\u652f\u6491\u94c1\u77ff\u77f3\u4ef7\u683c\u7684\u56e0\u7d20\u3002 \u8d44\u6df1\u7ecf\u7eaa\u5546\u7406Richard Morrow\u5c06\u94c1\u77ff\u77f3\u4ef7\u683c\u5f62\u5bb9\u4e3a220\u7f8e\u5143\/\u5428\u7684\u201c\u8352\u8c2c\u201d\uff0c\u4ee5\u53ca\u6bcf\u5428100\u7f8e\u5143\u7684\u201c\u8352\u8c2c\u201d\u3002 \u53ef\u7b11\u4f4e?\u4e8b\u5b9e\u4e0a\uff0c\u4ef7\u683c\u5f88\u9ad8:Pilbara\u751f\u4ea7\u5546\u5f00\u91c7\u94c1\u77ff\u77f3\u7684\u5e73\u5747\u603b\u6210\u672c\u4e3a\u6bcf\u542840\u6fb3\u5143(\u5408\u6bcf\u542829\u7f8e\u5143)\uff0c\u6240\u4ee5\u5373\u4f7f\u662f100\u7f8e\u5143\/\u5428\uff0c\u4e5f\u4ee3\u8868\u7740\u60ca\u4eba\u7684\u3001\u4e0d\u53ef\u6301\u7eed\u7684\u5229\u6da6\u7387\u3002 \u4e0e\u6b64\u540c\u65f6\uff0cBank of America\u7684\u5168\u7403\u7814\u7a76\u62a5\u544a\u4e50\u89c2\u5730\u5c06\u51762022\u5e74\u94c1\u77ff\u77f3\u7f5a\u6b3e\u9884\u6d4b\u4ece165\u7f8e\u5143\/\u5428\u4e0b\u8c03\u81f391\u7f8e\u5143\/\u5428\uff0c\u5e76\u627f\u8ba470\u7f8e\u5143\/\u5428\u7684\u4ef7\u683c\u201c\u6709\u53ef\u80fd\u201d\u3002 \u4ece\u79ef\u6781\u7684\u4e00\u9762\u770b\uff0c\u5317\u4eac\u5e76\u4e0d\u6253\u7b97\u5b8c\u5168\u5c01\u9501\u4e2d\u56fd\u7684\u5927\u578b\u5de5\u5382:\u5b98\u65b9\u6307\u4ee4\u662f\u4fdd\u6301\u4eca\u5e74\u7684\u94a2\u94c1\u4ea7\u91cf\u5728\u53bb\u5e74\u7684\u6c34\u5e73(\u57286\u6708\u7684\u4e00\u534a\u589e\u957f\u4e86\u60ca\u4eba\u768411%)\u3002 \u4f9b\u5e94 \u5728\u53ef\u9884\u89c1\u7684\u672a\u6765\uff0cPilbara\u4ecd\u7136\u662f\u4e2d\u56fd\u6700\u597d\u548c\u6700\u8fd1\u7684\u53ef\u9760\u4f9b\u5e94\u6765\u6e90\uff0c\u4e2d\u56fd\u5360\u6d77\u8fd0\u94c1\u77ff\u77f3\u8d38\u6613\u768490%\u4ee5\u4e0a\u3002 \u6309\u5e74\u7387\u8ba1\u7b97\uff0c\u6fb3\u5927\u5229\u4e9a\u7684\u6d77\u8fd0\u4f9b\u5e94\u91cf\u4e3a6.86\u4ebf\u5428\uff0c\u5df4\u897f(\u4e3b\u8981\u662f\u6de1\u6c34\u6cb3\u8c37)\u7684\u4f9b\u5e94\u91cf\u4e3a3.57\u4ebf\u5428\u3002 \u4ece\u957f\u671f\u6765\u770b\uff0c\u65b0\u94c1\u77ff\u77f3\u53ef\u80fd\u4f1a\u52a0\u5267\u4f9b\u5e94\u8fc7\u5269\uff0c\u5c24\u5176\u662f\u51e0\u5185\u4e9a\u7684\u897f\u8292\u675c(Simandou) 240\u4e07\u5428\u9ad8\u54c1\u4f4d\u94c1\u77ff\u77f3\uff0c\u53ef\u80fd\u4f1a\u4f7f\u53ef\u7528\u4f9b\u5e94\u589e\u52a0\u81f3\u591a200\u4e07\u5428\u3002 \u7136\u800c\uff0c\u8be5\u56fd\u6700\u8fd1\u7684\u653f\u53d8\u518d\u6b21\u51f8\u663e\u4e86\u5728\u975e\u6d32\u505a\u751f\u610f\u7684\u6301\u7eed\u4e3b\u6743\u98ce\u9669\u3002 \u4e09\u5927\u94c1\u77ff\u77f3\u751f\u4ea7\u5546 \u53ef\u4ee5\u9884\u89c1\u7684\u662f\uff0c\u94c1\u77ff\u77f3\u629b\u552e\u5df2\u7ecf\u5f71\u54cd\u4e86\u6211\u4eec\u4e09\u5927\u94c1\u77ff\u77f3\u751f\u4ea7\u5546\u7684\u4f30\u503c\u3002\u81ea7\u6708\u5e95\u94c1\u77ff\u77f3\u4ef7\u683c\u5f00\u59cb\u4e0b\u8dcc\u4ee5\u6765\uff0cRio Tinto (ASX: RIO)\u548cBHP (ASX: BHP)\u7684\u80a1\u4ef7\u5df2\u7ecf\u4e0b\u8dcc\u4e8630%\u3002 \u7eaf\u4e1a\u52a1\u7684Fortescue (ASX: FMG)\u88ab\u629b\u552e\u4e8640%\uff0c\u5176\u521b\u59cb\u4ebaAndrew Forrest\u6301\u6709\u768436%\u80a1\u4efd\u4ef7\u503c\u7f29\u6c34\u903e100\u4ebf\u6fb3\u5143\u3002 \u4f46\u662f\u4e0d\u8981\u5bc4\u5305\u88f9\uff0c\u4ed6\u4f1a\u6ca1\u4e8b\u7684\u3002 \u4e09\u5de8\u5934\u73b0\u5728\u7684\u4ef7\u503c\u8fd8\u7b97\u5408\u7406\u5417? \u7ecf\u7eaa\u516c\u53f8Evans & Partners\u6682\u65f6\u63d0\u51fa\u4e86\u80af\u5b9a\u7684\u7406\u7531\uff0c\u81f3\u5c11\u5728BHP\u548cRio\u7684\u95ee\u9898\u4e0a\u662f\u8fd9\u6837\u3002 \u5047\u8bbe\u5f53\u524d2021-22\u5e74\u94c1\u77ff\u77f3\u4ef7\u683c\u4e3a\u8d1f100\u7f8e\u5143\/\u5428\uff0c2023-25\u5e74\u4ec5\u4e3a75\u7f8e\u5143\/\u5428\uff0c\u8be5\u516c\u53f8\u63a8\u65ad\u672a\u676512\u4e2a\u6708\u5fc5\u548c\u5fc5\u62d3\u80a1\u4e1c\u5c06\u83b7\u5f9723%\u7684\u56de\u62a5\uff0cRio\u6295\u8d44\u8005\u5c06\u83b7\u5f9727%\u7684\u56de\u62a5\u3002 \u7531\u4e8eBHP\u7684\u6536\u76ca\u7387\u8fdc\u8fdc\u8d85\u8fc75%\uff0c\u91cc\u7ea6\u70ed\u5185\u5362\u63a5\u8fd18%\uff0c (\u5728\u8fdb\u884c\u4e0a\u8ff0\u8ba1\u7b97\u65f6\uff0cBHP \u548c Rio\u7684\u80a1\u4ef7\u5206\u522b\u4e3a41\u6fb3\u5143\u548c106\u6fb3\u5143\uff0c\u4f46\u622a\u81f3\u672c\u5468\u4e09\uff0c\u80a1\u4ef7\u5206\u522b\u4e3a36.87\u6fb3\u5143\u548c97.47\u6fb3\u5143\u3002\u56e0\u6b64\uff0c\u5982\u679c\u6709\u4ec0\u4e48\u4e0d\u540c\u7684\u8bdd\uff0c\u9884\u6d4b\u56de\u62a5\u6bd4\u58f0\u660e\u8981\u597d)\u3002 \u8be5\u516c\u53f8\u8868\u793a:\u201c\u6211\u4eec\u4ecd\u7136\u76f8\u4fe1\uff0c\u5fc5\u548c\u5fc5\u62d3\u548c\u91cc\u7ea6\u70ed\u5185\u5362\u7684\u94c1\u77ff\u77f3\u4e1a\u52a1\u90fd\u662f\u6781\u597d\u7684\u4e1a\u52a1\uff0c\u4f1a\u4ea7\u751f\u5f3a\u52b2\u7684\u56de\u62a5\u3002\u201d \u201c\u4f46\u6211\u4eec\u786e\u5b9e\u8ba4\u4e3a\uff0c\u76f8\u5bf9\u4e8e\u8fc7\u53bb18\u4e2a\u6708\u7684\u79ef\u6781\u52bf\u5934\uff0c\u73b0\u5728\u7684\u98ce\u9669\u66f4\u4e3a\u5e73\u8861\u3002\u201d \u5c3d\u7ba1BHP \u548c Rio\u90fd\u5728\u8fdb\u884c\u591a\u5143\u5316\u7ecf\u8425(\u5c24\u5176\u662f\u5728\u94dc\u4e1a\u52a1\u65b9\u9762)\uff0c\u4f46\u5b83\u4eec\u5728\u76ae\u5c14\u5df4\u62c9\u7684\u4e1a\u52a1\u4ecd\u662f\u4e30\u539a\u80a1\u606f\u7684\u6765\u6e90\u3002\u57282020-21\u5e74\uff0c\u7ea2\u5c18\u5360\u5fc5\u548c\u5fc5\u62d3\u6f5c\u5728\u6536\u76ca\u768470%\uff0c\u800c\u91cc\u7ea6\u70ed\u5185\u5362\u7684\u8fd9\u4e00\u6bd4\u4f8b\u66f4\u63a5\u8fd177%\u3002 Woodside 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