{"id":4946,"date":"2022-04-06T23:32:14","date_gmt":"2022-04-06T23:32:14","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=4946"},"modified":"2023-08-29T17:53:38","modified_gmt":"2023-08-29T17:53:38","slug":"rare-earths-on-refining-roll-in-australia-risks-remain","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=4946","title":{"rendered":"\u6fb3\u5927\u5229\u4e9a\u7cbe\u70bc\u7a00\u571f\uff0c\u4f46\u98ce\u9669\u4f9d\u7136\u5b58\u5728"},"content":{"rendered":"

\u672c\u5468\u5bf9\u6fb3\u5927\u5229\u4e9a\u7a00\u571f\u884c\u4e1a\u7684\u4fe1\u5fc3\u663e\u7740\u589e\u5f3a\uff0c\u6709\u6d88\u606f\u79f0\u6fb3\u5927\u5229\u4e9a\u53ef\u80fd\u5f88\u5feb\u5c31\u4f1a\u62e5\u6709\u4e24\u5bb6\u4e16\u754c\u7ea7\u7684\u70bc\u6cb9\u5382\uff0c\u80fd\u591f\u4e0e\u7a00\u571f\u5143\u7d20 (REE) \u6e38\u620f\u4e2d\u7684\u4e3b\u5bfc\u8005\u4e2d\u56fd\u7ade\u4e89\u3002<\/p>\n

Iluka Resources (ASX: ILU) \u4ee5\u949b\u77ff\u548c\u9506\u77f3\u751f\u4ea7\u5546\u800c\u95fb\u540d\uff0c\u5b83\u6b63\u5728\u52a0\u5165\u5f53\u5730\u9886\u5bfc\u8005 Lynas Rare Earths (ASX: LYC) \u7684\u201c\u88c2\u5316\u201d\u77ff\u77f3\u7684\u590d\u6742\u4e1a\u52a1\uff0c\u4ee5\u751f\u4ea7\u4e00\u7cfb\u5217\u7a00\u571f\u5143\u7d20<\/a>\u5148\u8fdb\u7684\u6280\u672f\u3002<\/p>\n

\u70bc\u6cb9\u5382\u4e3a\u52d8\u63a2\u8005\u63d0\u4f9b\u6f5c\u529b<\/h2>\n

\u5bf9\u4e8e\u8f83\u5c0f\u7684 REE \u52d8\u63a2\u8005\u548c\u6f5c\u5728\u77ff\u5546\u6765\u8bf4\uff0c\u70bc\u6cb9\u5382\u53ef\u4ee5\u4e3a\u5176\u672a\u52a0\u5de5\u6216\u90e8\u5206\u52a0\u5de5\u7684\u77ff\u77f3\u521b\u9020\u4e00\u4e2a\u672c\u5730\u589e\u503c\u5e02\u573a\uff0c\u5c3d\u7ba1\u8fd9\u53d6\u51b3\u4e8e\u517c\u5bb9\u6027\u3002<\/p>\n

Arafura Resources (ASX: ARU)\u3001Northern Minerals (ASX: NTU)\u3001Hastings Technology Metals (ASX: HAS)\u3001Australian Rare Earths (ASX: AR3)\u3001iTech (ASX: ITM)\u3001Red Mountain Mining (ASX: RMX) \u548cResource Base (ASX: RBX) \u53ef\u80fd\u80fd\u591f\u4e0e\u5f53\u5730\u7684\u7a00\u571f\u7cbe\u70bc\u5382\u5408\u4f5c\uff0c\u800c\u4e0d\u662f\u88ab\u8feb\u5efa\u7acb\u81ea\u5df1\u7684\u52a0\u5de5\u8bbe\u65bd\u3002<\/p>\n

REE \u5bf9\u5168\u7403\u653f\u5e9c\u81f3\u5173\u91cd\u8981<\/h2>\n

Iluka \u7684\u8fd9\u4e00\u4e3e\u63aa\u5df2\u5728\u89c4\u5212\u9636\u6bb5\u8fdb\u884c\u4e86\u4e00\u5e74\u591a\uff0c\u5176\u8d44\u91d1\u4e3b\u8981\u6765\u81ea\u6fb3\u5927\u5229\u4e9a\u653f\u5e9c\u63d0\u4f9b\u7684 11.7 \u4ebf\u6fb3\u5143\u8d37\u6b3e\u2014\u2014\u8fd9\u7b14\u4ea4\u6613\u4f20\u8fbe\u4e86\u4e24\u4e2a\u91cd\u8981\u4fe1\u606f\uff0c\u9996\u5148\uff0cIluka \u8ba4\u4e3a\u8be5\u9879\u76ee\u98ce\u9669\u592a\u5927\uff0c\u65e0\u6cd5\u5c1d\u8bd5\u5176\u6b21\uff0c\u5728\u7f8e\u56fd\u7684\u9f13\u52b1\u4e0b\uff0c\u653f\u5e9c\u5c06\u7a00\u571f\u89c6\u4e3a\u5176\u53d1\u5c55\u5173\u952e\u77ff\u4ea7\u884c\u4e1a\u4ee5\u4e0e\u4e2d\u56fd\u7ade\u4e89\u7684\u5173\u952e\u90e8\u5206\u3002<\/p>\n

\u7a00\u571f\u4e00\u76f4\u662f\u4e00\u4e2a\u590d\u6742\u7684\u884c\u4e1a\uff0c\u81ea 1992 \u5e74\u4e2d\u56fd\u5df2\u6545\u9886\u5bfc\u4eba\u9093\u5c0f\u5e73\u63d0\u51fa\u201c\u4e2d\u4e1c\u6709\u77f3\u6cb9\uff0c\u4e2d\u56fd\u6709\u7a00\u571f\u201d\u7684\u540d\u8a00\u4ee5\u6765\uff0c\u7a00\u571f\u4e00\u76f4\u6210\u4e3a\u5934\u6761\u65b0\u95fb\u3002<\/p>\n

\u5c0f\u5e73\u7684\u5439\u5618\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u4ecd\u7136\u662f\u771f\u5b9e\u7684\uff0c\u5b83\u662f\u897f\u65b9\u4e16\u754c\u79d1\u6280\u548c\u56fd\u9632\u5de5\u4e1a\u7684\u773c\u4e2d\u9489\uff0c\u8fd9\u4e9b\u5de5\u4e1a\u5728\u5236\u9020\u8fc7\u7a0b\u4e2d\u9700\u898117 \u4e2a REE \u5bb6\u65cf\u4e2d\u7684\u4e00\u4e9b\u6210\u5458\u3002<\/p>\n

\u9495\u548c\u9568\uff08\u7edf\u79f0\u4e3a NdPr\uff09\u662f REE \u5957\u4ef6\u4e2d\u6700\u6709\u4ef7\u503c\u7684\uff0c\u56e0\u4e3a\u5b83\u4eec\u7528\u4e8e\u4ece\u98ce\u529b\u6da1\u8f6e\u673a\u5230\u7535\u52a8\u6c7d\u8f66\u518d\u5230\u706b\u7bad\u5236\u5bfc\u7cfb\u7edf\u7684\u6240\u6709\u4e1c\u897f\u4e2d\u7684\u6c38\u78c1\u4f53\u3002<\/p>\n

\u6709\u8da3\u7684\u662f\uff0c\u7a00\u571f\u77ff\u5e8a\u5e76\u4e0d\u7a00\u6709\uff0c\u5143\u7d20\u5b9e\u9645\u4e0a\u4e5f\u4e0d\u662f\u5730\u7403\u3002\u5b83\u4eec\u662f\u91d1\u5c5e\uff0c\u5c3d\u7ba1\u662f\u5947\u5f02\u91d1\u5c5e\u3002<\/p>\n

\u7a00\u571f\u6311\u6218<\/h2>\n

\u7f55\u89c1\u7684\u662f\uff0c\u5c06\u539f\u6750\u6599\u5206\u79bb\u6210\u53ef\u9500\u552e\u5f62\u5f0f\u7684\u590d\u6742\u800c\u6602\u8d35\u7684\u8fc7\u7a0b\uff0c\u4e2d\u56fd\u662f\u8fc4\u4eca\u4e3a\u6b62\u552f\u4e00\u4e00\u4e2a\u638c\u63e1\u91cd\u7a00\u571f\u5b8c\u6574\u7cbe\u70bc\u8fc7\u7a0b\u6311\u6218\u7684\u56fd\u5bb6\uff0c\u8fd9\u7559\u4e0b\u4e86\u4e2d\u56fd\u6b63\u5728\u5f62\u6210\u7684\u653e\u5c04\u6027\u5e9f\u7269\u4e50\u4e8e\u5e94\u4ed8\uff0c\u4f46\u5176\u4ed6\u56fd\u5bb6\u4e0d\u591a\u3002<\/p>\n

\u7f8e\u56fd\u552f\u4e00\u7684\u7a00\u571f\u77ff\u4e5f\u5c06\u5176\u6750\u6599\u8fd0\u5f80\u4e2d\u56fd\u70bc\u6cb9\u5382\u3002<\/p>\n

\u6253\u7834\u4e2d\u56fd\u7a00\u571f\u5784\u65ad<\/h2>\n

\u6253\u7834\u4e2d\u56fd\u5bf9\u7a00\u571f\u7cbe\u70bc\u7684\u5784\u65ad\uff0c\u5f15\u53d1\u4e86\u5168\u7403\u70ed\u6f6e\u3002<\/p>\n

\u7f8e\u56fd\u6b63\u5728\u5fb7\u514b\u8428\u65af\u5dde\u5f00\u53d1\u4e00\u5bb6\u70bc\u6cb9\u5382\u3002 Lynas \u6b63\u5728 Kalgoorlie \u5efa\u9020\u6fb3\u5927\u5229\u4e9a\u7684\u7b2c\u4e00\u5bb6\u70bc\u6cb9\u5382\uff0c\u73b0\u5728 Iluka \u81f4\u529b\u4e8e\u5728\u5176\u4f4d\u4e8e\u897f\u6fb3\u4e2d\u897f\u90e8\u5730\u533a Geraldton \u9644\u8fd1\u7684 Eneabba \u5de5\u5382\u5efa\u8bbe\u4e00\u5ea7\u70bc\u6cb9\u5382\uff0c\u90a3\u91cc\u6709\u672a\u52a0\u5de5\u7684\u201c\u72ec\u5c45\u77f3\u201d\u77ff\u77f3\u5e93\u5b58\u3002<\/p>\n

\u72ec\u5c45\u77f3\u4e0e\u949b\u94c1\u77ff\u3001\u91d1\u7ea2\u77f3\u548c\u9506\u77f3\u4e00\u8d77\u5f00\u91c7\uff0c\u7531\u4e8e\u5176\u9ad8\u653e\u5c04\u6027\uff0c\u4ece\u672a\u88ab\u8ba4\u4e3a\u53ef\u4ee5\u5b89\u5168\u52a0\u5de5\u3002\u4e00\u5bb6\u6cd5\u56fd\u516c\u53f8\u66fe\u8003\u8651\u8d2d\u4e70\u72ec\u5c45\u77f3\u7528\u4e8e\u8be5\u56fd\u7684\u6838\u7535\u8ba1\u5212\u3002<\/p>\n

\u5e9f\u7269\u7ba1\u7406\u5c06\u662f\u4efb\u4f55\u7a00\u571f\u7cbe\u70bc\u5382\u7684\u4e00\u4e2a\u95ee\u9898\uff0c\u4f46\u4f3c\u4e4e\u5bf9\u653e\u5c04\u6027\u5e9f\u7269\u7684\u62c5\u5fe7\u5df2\u7ecf\u88ab\u5f00\u53d1\u975e\u4e2d\u56fd\u7cbe\u70bc\u7a00\u571f\u8d44\u6e90\u7684\u7d27\u8feb\u6027\u6240\u538b\u5012\u3002<\/p>\n

Lynas \u6700\u521d\u9009\u62e9\u5c06\u5176\u5728\u897f\u6fb3\u5927\u5229\u4e9a\u5dde Kalgoorlie \u4ee5\u5317\u7684 Mt Weld \u5f00\u91c7\u7684\u7a00\u571f\u8fd0\u5f80\u9a6c\u6765\u897f\u4e9a\u8fdb\u884c\u521d\u6b65\u52a0\u5de5\u3002<\/p>\n

\u867d\u7136Lynas \u5728\u5176\u9a6c\u6765\u897f\u4e9a\u5de5\u5382\u52a0\u5de5\u8f7b\u7a00\u571f\u548c\u91cd\u7a00\u571f\uff0c\u4f46\u5176\u91cd\u7a00\u571f\u7ecf\u8fc7\u7cbe\u70bc\u4ee5\u751f\u4ea7\u4e00\u79cd\u5728\u4e2d\u56fd\u8fdb\u884c\u6700\u7ec8\u5206\u79bb\u7684\u5316\u5408\u7269\u3002<\/p>\n

\u4e3a\u4e86\u907f\u514d\u5c06\u4e2d\u56fd\u7528\u4e8e\u5176\u6700\u7ec8\u7684\u91cd\u7a00\u571f\u5206\u79bb\uff0cLynas \u6b63\u5728\u8003\u8651\u5728\u7f8e\u56fd\u5efa\u7acb\u4e00\u4e2a\u91cd\u7a00\u571f\u52a0\u5de5\u8bbe\u65bd\u3002<\/p>\n

\u638c\u63e1\u8fd9\u9879\u6280\u672f\u5c06\u662f Iluka \u5728\u6fb3\u5927\u5229\u4e9a\u7684\u7b2c\u4e00\u4e2a\u969c\u788d\uff0c\u4e5f\u662fLynas \u5728\u7f8e\u56fd\u4e3a\u5176\u91cd\u7a00\u571f\u8fc8\u51fa\u7684\u6700\u540e\u4e00\u6b65\u3002<\/p>\n

\u4e00\u65e6\u5b8c\u6210\uff0c\u5c06\u9762\u4e34\u5411\u5c0f\u5e02\u573a\u9500\u552e\u7a00\u571f\u7684\u6311\u6218\uff0c\u56e0\u4e3a\u65e0\u8bba\u5ba3\u4f20\u5982\u4f55\uff0c\u5bf9\u955d\u3001\u9567\u3001\u94fd\u3001\u94c8\u548c\u9571\u7b49\u5176\u4ed6\u91d1\u5c5e\u7684\u9700\u6c42\u90fd\u662f\u6e29\u548c\u800c\u53d8\u5316\u65e0\u5e38\u7684\uff0c\u800c\u8fd9\u5728\u8fdb\u5165\u4e2d\u56fd\u4e4b\u524d\u56de\u5e94\u540e\u9662\u7684\u7ade\u4e89\u5bf9\u624b\u3002<\/p>\n

\u62c9\u52a8\u5168\u7403\u4f9b\u5e94<\/h2>\n

\u8fc7\u53bb\uff0c\u4e2d\u56fd\u4e00\u76f4\u79ef\u6781\u634d\u536b\u5176\u5bf9\u7a00\u571f\u5e02\u573a\u7684\u63a7\u5236\u6743\uff0c\u4e00\u76f4\u5230\u201c\u6b66\u5668\u5316\u201d\u4f9b\u5e94\uff0c\u8fd9\u5c31\u662f 2010 \u5e74\u4e0e\u65e5\u672c\u5728\u6e14\u4e1a\u6c34\u57df\u51c6\u5165\u95ee\u9898\u4e0a\u7684\u4e89\u7aef\u5bfc\u81f4\u4e2d\u56fd\u7981\u6b62\u7a00\u571f\u51fa\u53e3\u7684\u60c5\u51b5 \u5230\u65e5\u672c\u3002<\/p>\n

\u7981\u4ee4\u5728\u516d\u4e2a\u6708\u7684\u5bf9\u5cd9\u540e\u88ab\u89e3\u9664\uff0c\u4f46\u8fd9\u4e00\u4e8b\u4ef6\u523a\u6fc0\u4e86\u65e5\u672c\u5de5\u4e1a\uff0c\u5f15\u53d1\u4e86\u4e00\u9879\u4e3a\u83b1\u7eb3\u65af\u7684 Mt Weld \u77ff\u63d0\u4f9b\u8d44\u91d1\u7684\u4ea4\u6613\uff0c\u8be5\u77ff\u5df2\u6210\u4e3a\u6700\u5927\u7684\u975e\u4e2d\u56fd\u7a00\u571f\u751f\u4ea7\u5546\u3002<\/p>\n

\u53bb\u5e74\uff0c\u5728\u7f8e\u56fd\u7a7a\u519b\u6700\u91cd\u8981\u7684\u6218\u6597\u673a F-35 \u9700\u8981 417 \u516c\u65a4\u7a00\u571f\u4e4b\u540e\uff0c\u4e2d\u56fd\u516c\u5e03\u4e86\u963b\u6b62\u7a00\u571f\u6d41\u5165\u7f8e\u56fd\u7684\u8ba1\u5212\uff0c\u4e2d\u56fd\u4e5f\u6253\u51fa\u4e86\u540c\u6837\u7684\u63a7\u5236\u724c\u3002\u53ef\u64cd\u4f5c\u3002<\/p>\n

Iluka \u53ef\u80fd\u4f1a\u9762\u4e34\u7c7b\u4f3c\u7684\u4e2d\u56fd\u538b\u529b\uff0c\u5982\u679c\u4e0d\u662f\u901a\u8fc7\u8d38\u6613\u5236\u88c1\uff0c\u90a3\u4e48\u53ef\u80fd\u662f\u901a\u8fc7\u53e6\u4e00\u79cd\u4e2d\u56fd\u7b56\u7565\uff0c\u5373\u7528\u8fc7\u5269\u6750\u6599\u5145\u65a5\u5e02\u573a\u4ee5\u538b\u4f4e\u4ef7\u683c\u5e76\u5c06\u7ade\u4e89\u5bf9\u624b\u8d76\u51fa\u4e1a\u52a1\u3002<\/p>\n

\u6b63\u662f\u4e2d\u56fd\u7684\u5386\u53f2\u6027\u7b56\u7565\u548c\u5bf9\u672a\u6765\u4f9b\u5e94\u7684\u62c5\u5fe7\u76f8\u7ed3\u5408\uff0c\u624d\u4f7f\u5f97\u7f8e\u56fd\u548c\u6fb3\u5927\u5229\u4e9a\u653f\u5e9c\u53c2\u4e0e\u6025\u4e8e\u5efa\u8bbe\u7a00\u571f\u7cbe\u70bc\u5382\u66f4\u5bb9\u6613\u7406\u89e3\u2014\u2014\u5e76\u4e0d\u662f\u6240\u6709\u7684\u6295\u8d44\u94f6\u884c\u90fd\u5728\u6392\u961f\u6295\u8d44\u3002<\/p>\n

\u6295\u8d44\u94f6\u884c\u53cd\u5e94<\/h2>\n

\u94f6\u884c\u7684\u53cd\u5e94\u662f\u5bf9\u6295\u8d44\u8005\u7684\u8b66\u544a\uff0c\u7a00\u571f\u786e\u5b9e\u662f\u4e00\u9879\u68d8\u624b\u7684\u4e1a\u52a1\uff0c\u4e0d\u662f\u5728\u884c\u4e1a\u7684\u53d1\u73b0\u548c\u5f00\u91c7\u9636\u6bb5\uff0c\u800c\u662f\u5728\u6280\u672f\u590d\u6742\u7684\u70bc\u6cb9\u548c\u51e0\u4e4e\u603b\u662f\u9700\u8981\u653f\u5e9c\u652f\u6301\u6765\u4fdd\u6301\u4e2d\u56fd\u7684\u5e02\u573a\u8425\u9500\u5e76\u62b5\u5fa1\u5c0f\u6279\u91cf\u4ea4\u6613\u6750\u6599\u7684\u4ef7\u683c\u6ce2\u52a8\u3002<\/p>\n

\u8fc4\u4eca\u4e3a\u6b62\uff0c\u5728\u5206\u6790 Iluka \u70bc\u6cb9\u5382\u516c\u544a\u7684\u4e09\u5927\u94f6\u884c\u4e2d\uff0c\u53ef\u4ee5\u8bf4\u53cd\u5e94\u5e73\u6de1\u65e0\u5947\u3002<\/p>\n

Morgan Stanley\u5bf9\u8fd9\u7b14\u4ea4\u6613\u8868\u793a\u6b22\u8fce\uff0c\u5c24\u5176\u662f\u653f\u5e9c\u7684\u8d44\u52a9\uff0c\u4f46\u4e5f\u6307\u51fa\u8be5\u9879\u76ee\u6700\u521d\u53ea\u6709\u4e5d\u5e74\u7684\u5bff\u547d\uff0c\u5e76\u4e14\u9700\u8981Iluka \u5728\u7ef4\u591a\u5229\u4e9a\u5dde Wimmera \u533a\u7684\u4e1a\u52a1\u63d0\u4f9b\u989d\u5916\u7684\u6750\u6599\u3002\u8be5\u94f6\u884c\u4fdd\u7559\u4e86\u5bf9 Iluka \u7684\u4e2d\u6027\u5efa\u8bae\u2014\u2014\u9884\u8ba1\u672a\u6765\u80a1\u4ef7\u4e3a9.75 \u6fb3\u5143\uff0c\u6bd4\u8be5\u80a1\u6700\u540e\u4e00\u6b21\u552e\u4ef7 12.09 \u6fb3\u5143\u4f4e 19%\u3002<\/p>\n

Citi\u8fd8\u5bf9\u4e0e\u7a00\u571f\u7cbe\u70bc\u76f8\u5173\u7684\u98ce\u9669\u4fdd\u6301\u8b66\u60d5\uff0c\u5bf9\u8be5\u80a1\u6301\u4e2d\u6027\u5efa\u8bae\uff0c\u672a\u6765\u4ef7\u683c\u63d0\u793a\u4e3a 10.50 \u6fb3\u5143\uff0c\u6bd4\u5f53\u524d\u4ef7\u683c\u4f4e13%\u3002<\/p>\n

\u745e\u58eb\u4fe1\u8d37\u7684\u6700\u770b\u6da8\u4ef7\u683c\u4e3a 13 \u7f8e\u5143\uff0c\u5e76\u5c06\u5176\u5efa\u8bae\u4ece\u5356\u51fa\u4e0a\u8c03\u81f3\u4e2d\u6027\uff0c\u4f46\u5b83\u4e5f\u5bf9\u6240\u6d89\u53ca\u7684\u98ce\u9669\u63d0\u4f9b\u4e86\u6700\u8be6\u7ec6\u7684\u8bc4\u8bba\uff0c\u544a\u8bc9\u5ba2\u6237\u201c\u6211\u4eec\u8ba4\u4e3a\u590d\u6742\u4efb\u52a1\u7684\u5931\u8d25\u98ce\u9669\u8f83\u9ad8\u7a00\u571f\u6c27\u5316\u7269\u5206\u79bb\u201d\u3002<\/p>\n

\u4f46Credit Suisse\u89c2\u70b9\u4e2d\u6700\u6709\u8da3\u7684\u65b9\u9762\u662f\uff0c\u897f\u6fb3\u5de5\u5382\u5b9e\u9645\u4e0a\u662f\u5bf9 Wimmera \u8d44\u6e90\u7684\u201c\u91cd\u5927\u547c\u5401\u201d\uff0c\u56e0\u4e3a\u62df\u5efa\u7684\u70bc\u6cb9\u5382\u6bd4 Eneabba \u5355\u72ec\u6240\u9700\u7684\u8981\u5927\uff0c\u8fd9\u4e3a\u7b2c\u4e09\u65b9\u5904\u7406\u5f00\u8f9f\u4e86\u9053\u8def\uff0c\u8fd9\u5c31\u662f\u6fb3\u5927\u5229\u4e9a\u653f\u5e9c\u60f3\u8981\u7684\u3002<\/p>\n

\u8fd9\u662f\u4e00\u4e2a\u957f\u671f\u7684\u76ee\u6807\uff0c\u4f46\u5f88\u5feb\u5c31\u4f1a\u770b\u5230\u5f53\u5730\u7684\u7a00\u571f\u52d8\u63a2\u8005\u5411 Iluka \u8be2\u95ee\u5176\u7cbe\u70bc\u5382\u7684\u89c4\u683c\uff0c\u770b\u770b\u4ed6\u4eec\u662f\u5426\u53ef\u4ee5\u8c08\u5224\u4e00\u9879\u4f9b\u5e94\u534f\u8bae\uff0c\u4ee5\u5e2e\u52a9\u4ed6\u4eec\u8fc5\u901f\u4ece\u52d8\u63a2\u8f6c\u5411\u91c7\u77ff\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u672c\u5468\u5bf9\u6fb3\u5927\u5229\u4e9a\u7a00\u571f\u884c\u4e1a\u7684\u4fe1\u5fc3\u663e\u7740\u589e\u5f3a\uff0c\u6709\u6d88\u606f\u79f0\u6fb3\u5927\u5229\u4e9a\u53ef\u80fd\u5f88\u5feb\u5c31\u4f1a\u62e5\u6709\u4e24\u5bb6\u4e16\u754c\u7ea7\u7684\u70bc\u6cb9\u5382\uff0c\u80fd\u591f\u4e0e\u7a00\u571f\u5143\u7d20 (REE) \u6e38\u620f\u4e2d\u7684\u4e3b\u5bfc\u8005\u4e2d\u56fd\u7ade\u4e89\u3002 Iluka Resources (ASX: ILU) \u4ee5\u949b\u77ff\u548c\u9506\u77f3\u751f\u4ea7\u5546\u800c\u95fb\u540d\uff0c\u5b83\u6b63\u5728\u52a0\u5165\u5f53\u5730\u9886\u5bfc\u8005 Lynas Rare Earths (ASX: LYC) \u7684\u201c\u88c2\u5316\u201d\u77ff\u77f3\u7684\u590d\u6742\u4e1a\u52a1\uff0c\u4ee5\u751f\u4ea7\u4e00\u7cfb\u5217\u7a00\u571f\u5143\u7d20\u5148\u8fdb\u7684\u6280\u672f\u3002 \u70bc\u6cb9\u5382\u4e3a\u52d8\u63a2\u8005\u63d0\u4f9b\u6f5c\u529b \u5bf9\u4e8e\u8f83\u5c0f\u7684 REE \u52d8\u63a2\u8005\u548c\u6f5c\u5728\u77ff\u5546\u6765\u8bf4\uff0c\u70bc\u6cb9\u5382\u53ef\u4ee5\u4e3a\u5176\u672a\u52a0\u5de5\u6216\u90e8\u5206\u52a0\u5de5\u7684\u77ff\u77f3\u521b\u9020\u4e00\u4e2a\u672c\u5730\u589e\u503c\u5e02\u573a\uff0c\u5c3d\u7ba1\u8fd9\u53d6\u51b3\u4e8e\u517c\u5bb9\u6027\u3002 Arafura Resources (ASX: ARU)\u3001Northern Minerals (ASX: NTU)\u3001Hastings Technology Metals (ASX: HAS)\u3001Australian Rare Earths (ASX: AR3)\u3001iTech (ASX: ITM)\u3001Red Mountain Mining (ASX: RMX) \u548cResource Base (ASX: RBX) \u53ef\u80fd\u80fd\u591f\u4e0e\u5f53\u5730\u7684\u7a00\u571f\u7cbe\u70bc\u5382\u5408\u4f5c\uff0c\u800c\u4e0d\u662f\u88ab\u8feb\u5efa\u7acb\u81ea\u5df1\u7684\u52a0\u5de5\u8bbe\u65bd\u3002 REE \u5bf9\u5168\u7403\u653f\u5e9c\u81f3\u5173\u91cd\u8981 Iluka \u7684\u8fd9\u4e00\u4e3e\u63aa\u5df2\u5728\u89c4\u5212\u9636\u6bb5\u8fdb\u884c\u4e86\u4e00\u5e74\u591a\uff0c\u5176\u8d44\u91d1\u4e3b\u8981\u6765\u81ea\u6fb3\u5927\u5229\u4e9a\u653f\u5e9c\u63d0\u4f9b\u7684 11.7 \u4ebf\u6fb3\u5143\u8d37\u6b3e\u2014\u2014\u8fd9\u7b14\u4ea4\u6613\u4f20\u8fbe\u4e86\u4e24\u4e2a\u91cd\u8981\u4fe1\u606f\uff0c\u9996\u5148\uff0cIluka \u8ba4\u4e3a\u8be5\u9879\u76ee\u98ce\u9669\u592a\u5927\uff0c\u65e0\u6cd5\u5c1d\u8bd5\u5176\u6b21\uff0c\u5728\u7f8e\u56fd\u7684\u9f13\u52b1\u4e0b\uff0c\u653f\u5e9c\u5c06\u7a00\u571f\u89c6\u4e3a\u5176\u53d1\u5c55\u5173\u952e\u77ff\u4ea7\u884c\u4e1a\u4ee5\u4e0e\u4e2d\u56fd\u7ade\u4e89\u7684\u5173\u952e\u90e8\u5206\u3002 \u7a00\u571f\u4e00\u76f4\u662f\u4e00\u4e2a\u590d\u6742\u7684\u884c\u4e1a\uff0c\u81ea 1992 \u5e74\u4e2d\u56fd\u5df2\u6545\u9886\u5bfc\u4eba\u9093\u5c0f\u5e73\u63d0\u51fa\u201c\u4e2d\u4e1c\u6709\u77f3\u6cb9\uff0c\u4e2d\u56fd\u6709\u7a00\u571f\u201d\u7684\u540d\u8a00\u4ee5\u6765\uff0c\u7a00\u571f\u4e00\u76f4\u6210\u4e3a\u5934\u6761\u65b0\u95fb\u3002 \u5c0f\u5e73\u7684\u5439\u5618\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u4ecd\u7136\u662f\u771f\u5b9e\u7684\uff0c\u5b83\u662f\u897f\u65b9\u4e16\u754c\u79d1\u6280\u548c\u56fd\u9632\u5de5\u4e1a\u7684\u773c\u4e2d\u9489\uff0c\u8fd9\u4e9b\u5de5\u4e1a\u5728\u5236\u9020\u8fc7\u7a0b\u4e2d\u9700\u898117… Continue reading \u6fb3\u5927\u5229\u4e9a\u7cbe\u70bc\u7a00\u571f\uff0c\u4f46\u98ce\u9669\u4f9d\u7136\u5b58\u5728<\/span><\/a><\/p>\n","protected":false},"author":9,"featured_media":18217,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[951,235,236,879,989,175,174,828,389],"yoast_head":"\n\u6fb3\u5927\u5229\u4e9a\u7cbe\u70bc\u7a00\u571f\uff0c\u4f46\u98ce\u9669\u4f9d\u7136\u5b58\u5728<\/title>\n<meta name=\"description\" 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