{"id":5494,"date":"2022-07-20T23:14:50","date_gmt":"2022-07-20T23:14:50","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=5494"},"modified":"2023-08-29T17:54:52","modified_gmt":"2023-08-29T17:54:52","slug":"disconnect-between-rare-earth-stock-commodity-prices-value-pointer","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=5494","title":{"rendered":"\u7a00\u571f\u80a1\u7968\u548c\u5546\u54c1\u4ef7\u683c\u4e4b\u95f4\u7684\u8131\u8282\u662f\u4e00\u4e2a\u4ef7\u503c\u6307\u9488"},"content":{"rendered":"<p>\u4e0e\u91c7\u77ff\u4e1a\u7684\u5176\u4ed6\u80a1\u7968\u4e00\u6837\uff0c\u7a00\u571f\u80a1\u7968\u5728\u8fc7\u53bb\u516d\u4e2a\u6708\u7684\u5927\u90e8\u5206\u65f6\u95f4\u91cc\u90fd\u88ab\u629b\u552e\uff0c\u4f46\u53ef\u4ee5\u627e\u5230\u4e09\u4e2a\u7ebf\u7d22\uff0c\u8868\u660e\u6709\u5f3a\u52b2\u590d\u82cf\u7684\u6f5c\u529b\u3002<\/p>\n<p>\u7b2c\u4e00\u6761\u7ebf\u7d22\u5728\u4e8e\u80a1\u4ef7\u4e0e\u57fa\u672c\u5546\u54c1\u4ef7\u503c\u4e4b\u95f4\u7684\u8131\u8282\uff0c\u7a00\u571f\u4e1a\u52a1\u7684\u4e3b\u8981\u53c2\u4e0e\u8005\u7684\u4ef7\u683c\u4e0b\u8dcc\uff0c\u5c3d\u7ba1\u4ed6\u4eec\u7684\u9500\u552e\u4ef7\u683c\u7ee7\u7eed\u4e0a\u6da8\u3002<\/p>\n<p>Lynas Rare Earths (ASX: LYC) \u662f\u80a1\u7968\u548c\u5546\u54c1\u5e02\u573a\u5206\u6b67\u7684\u6700\u597d\u4f8b\u5b50\u3002<\/p>\n<p>\u5728\u6fb3\u4ea4\u6240\uff0cLynas \u81ea\u5e74\u521d\u4ee5\u6765\u4e0b\u8dcc\u4e86 25%\uff0c\u5c3d\u7ba1\u7531\u4e8e\u5176\u6700\u6709\u4ef7\u503c\u7684\u4ea7\u54c1\u2014\u2014\u9495 (Nd) \u548c\u9568 (Pr) \u7684\u6df7\u5408\u7269\uff0c\u5b83\u521a\u521a\u516c\u5e03\u4e86 6 \u6708\u5b63\u5ea6\u7684\u521b\u7eaa\u5f55\u9500\u552e\u6536\u5165 3.51 \u4ebf\u6fb3\u5143\uff0c\u552e\u4ef7\u6bd4\u53bb\u5e74 6 \u6708\u5b63\u5ea6\u9ad8\u51fa\u7ea6 75%\u3002<\/p>\n<p>\u8be5\u4ea7\u54c1\u901a\u5e38\u88ab\u79f0\u4e3a NdPr\uff0c\u7528\u4e8e\u4ece\u7535\u52a8\u6c7d\u8f66\u5230\u6d77\u4e0a\u98ce\u529b\u6da1\u8f6e\u673a\u548c\u79fb\u52a8\u7535\u8bdd\u7b49\u5404\u79cd\u6280\u672f\u4e2d\u7684\u6c38\u78c1\u4f53\u3002<\/p>\n<p>Nd \u548c Pr \u662f 17 \u5143\u7d20\u91d1\u5c5e\u5bb6\u65cf\uff08\u9519\u8bef\u5730\u79f0\u4e3a\u5730\u7403\uff09\u7684\u4e24\u4e2a\u6210\u5458\uff0c\u5b83\u4eec\u5728\u73b0\u4ee3\u6280\u672f\u4e2d\u5177\u6709\u8d8a\u6765\u8d8a\u91cd\u8981\u7684\u7528\u9014\u3002<\/p>\n<h2>\u8d44\u91d1\u7ee7\u7eed\u6d41\u5165\u7a00\u571f<\/h2>\n<p>\u5c3d\u7ba1\u7531\u4e8e\u6295\u8d44\u8005\u5728\u53ef\u80fd\u7684\u8870\u9000\u4e4b\u524d\u8eb2\u907f\u907f\u9669\uff0c\u7a00\u571f\u80a1\u7968\u906d\u5230\u629b\u552e\uff0c\u4f46\u8d44\u672c\u6d41\u52a8\u7ee7\u7eed\u6d8c\u5165\u7a00\u571f\u884c\u4e1a\uff0c\u4e3a\u5bf9\u8be5\u6750\u6599\u5f3a\u52b2\u4e14\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\u63d0\u4f9b\u8d44\u91d1\u3002<\/p>\n<p>\u8fd9\u662f\u6f5c\u5728\u5f3a\u52b2\u590d\u82cf\u7684\u7b2c\u4e8c\u6761\u7ebf\u7d22\u3002<\/p>\n<p>\u6700\u8fd1\u7a00\u571f\u6295\u8d44\u548c\u878d\u8d44\u7684\u4f8b\u5b50\u5305\u62ec\uff1a<\/p>\n<ul>\n<li>Lynas \u5728\u897f\u6fb3 Kalgoorlie \u5efa\u9020\u4e86\u4e00\u4e2a\u4ef7\u503c 5 \u4ebf\u6fb3\u5143\u7684\u7a00\u571f\u52a0\u5de5\u5382\uff0c\u7528\u4e8e\u5bf9\u9644\u8fd1 Mt Weld \u5f00\u91c7\u7684\u77ff\u77f3\u8fdb\u884c\u65e9\u671f\u52a0\u5de5\uff0c\u7136\u540e\u5c06\u5176\u9001\u5f80\u9a6c\u6765\u897f\u4e9a\u8fdb\u884c\u5347\u7ea7\u3002<\/li>\n<li>\u636e\u62a5\u9053\uff0cHastings Technology Metals (ASX: HAS) \u51c6\u5907\u7b79\u96c6 2 \u4ebf\u6fb3\u5143\u7684\u80a1\u6743\uff0c\u4f5c\u4e3a\u4e3a\u5176\u5728\u897f\u6fb3\u5f00\u53d1\u4e16\u754c\u7ea7 Yangibana \u9879\u76ee\u63d0\u4f9b\u8d44\u91d1\u7684\u6700\u540e\u4e00\u6b65\u3002<\/li>\n<li>Iluka Resources (ASX: ILU) \u662f\u4e00\u5bb6\u77ff\u7802\u5f00\u91c7\u5546\uff0c\u6b63\u6295\u8d44 12 \u4ebf\u7f8e\u5143\u5728\u5176\u4f4d\u4e8e\u897f\u6fb3 Eneabba \u7802\u77ff\u65c1\u8fb9\u7684\u7a00\u571f\u7cbe\u70bc\u5382\uff0c\u76ee\u6807\u662f\u4ece\u4e4b\u524d\u50a8\u5b58\u7684\u72ec\u5c45\u77f3\u7802\u4e2d\u63d0\u53d6\u7a00\u571f\u3002<\/li>\n<li>Arafura Resources (ASX: ARU) \u6b63\u5728\u4e3a\u5317\u9886\u5730 Alice Springs \u9644\u8fd1\u62df\u5efa\u7684 Nolans \u77ff\u5bfb\u6c42 4000 \u4e07\u6fb3\u5143\u7684\u65b0\u8d44\u91d1\u3002\u5c1a\u672a\u4e0a\u5e02\u7684 Heavy Rare Earths (ASX: HRE) \u6b63\u5728\u5bfb\u6c42 600 \u4e07\u6fb3\u7684\u8d44\u91d1\uff0c\u4ee5\u5e2e\u52a9\u8d44\u52a9\u5728\u897f\u6fb3\u91d1\u77ff Norseman \u5f00\u91c7\u4e2d\u5fc3\u9644\u8fd1\u7684\u77ff\u6743\u52d8\u63a2\uff1b\u548c<\/li>\n<li>\u6765\u81ea\u6fb3\u5927\u5229\u4e9a\u653f\u5e9c\u7ecf\u6d4e\u53d1\u5c55\u673a\u6784\u7684\u5927\u91cf\u8d44\u91d1\u7528\u4e8e\u9f13\u52b1\u521b\u5efa\u80fd\u591f\u6ee1\u8db3\u4e0d\u65ad\u589e\u957f\u7684\u5168\u7403\u9700\u6c42\u7684\u4e3b\u8981\u7a00\u571f\u4ea7\u4e1a\u3002<\/li>\n<\/ul>\n<h2>\u4e2d\u56fd\u7684\u6301\u7eed\u4e3b\u5bfc\u5730\u4f4d<\/h2>\n<p>\u7b2c\u4e09\u4e2a\u7ebf\u7d22\u8868\u660e\u7a00\u571f\u662f\u5e02\u573a\u4e2d\u5e94\u8be5\u5f3a\u52b2\u590d\u82cf\u7684\u4e00\u4e2a\u9886\u57df\uff0c\u5373\u4e2d\u56fd\u4f5c\u4e3a\u63a7\u5236\u8be5\u884c\u4e1a\u51e0\u4e4e\u6240\u6709\u65b9\u9762\u7684\u56fd\u5bb6\u7684\u6301\u7eed\u4e3b\u5bfc\u5730\u4f4d\u3002<\/p>\n<p>\u4e2d\u56fd\u7684\u63a7\u5236\u4f7f\u7a00\u571f\u4e1a\u52a1\u5177\u6709\u5730\u7f18\u653f\u6cbb\u654f\u611f\u6027\uff0c\u8fd9\u4e5f\u662f\u6fb3\u5927\u5229\u4e9a\u516c\u53f8\u53d7\u5230\u7f8e\u56fd\u548c\u6b27\u6d32\u653f\u5e9c\u5bc6\u5207\u5173\u6ce8\u7684\u539f\u56e0<\/p>\n<p>\u5728\u4fc4\u7f57\u65af\u9650\u5236\u5411\u6b27\u6d32\u4f9b\u5e94\u5929\u7136\u6c14\u7684\u7ecf\u5386\u4e4b\u540e\uff0c\u4eba\u4eec\u62c5\u5fc3\u4e2d\u56fd\u53ef\u80fd\u4f1a\u201c\u6b66\u5668\u5316\u201d\u7a00\u571f\u2014\u2014\u91cd\u590d 2020 \u5e74\u4e0e\u65e5\u672c\u7684\u8d38\u6613\u4e89\u7aef\u4e2d\u4e34\u65f6\u5207\u65ad\u4f9b\u5e94\u65f6\u4f7f\u7528\u7684\u7b56\u7565\u3002<\/p>\n<p>\u6fb3\u5927\u5229\u4e9a\u653f\u5e9c\u5411\u5f53\u5730\u53c2\u4e0e\u8005\u63d0\u4f9b\u7a00\u571f\u8d44\u91d1\uff0c\u8fd9\u662f\u5bf9\u6fb3\u5927\u5229\u4e9a\u5de5\u4e1a\u6700\u521d\u7531\u653f\u5e9c\u652f\u6301\u7684\u8d5e\u52a9\u7684\u5ef6\u4f38\uff0cLynas \u5728\u53d7\u5230\u4e2d\u56fd\u7981\u8fd0\u7684\u6253\u51fb\u540e\u8d62\u5f97\u4e86\u65e5\u672c\u7684\u652f\u6301\u3002<\/p>\n<h2>\u5546\u4e1a\u548c\u56fd\u5bb6\u5b89\u5168\u9a71\u52a8\u56e0\u7d20<\/h2>\n<p>\u4e0e\u5927\u591a\u6570\u91c7\u77ff\u4e1a\u4e0d\u540c\uff0c\u7a00\u571f\u5177\u6709\u5546\u4e1a\u548c\u56fd\u5bb6\u5b89\u5168\u56e0\u7d20\u7684\u53cc\u91cd\u9a71\u52a8\u529b\uff0c\u589e\u52a0\u4e86\u5b83\u4eec\u7684\u6295\u8d44\u5438\u5f15\u529b\u3002<\/p>\n<p>\u83b1\u7eb3\u65af 6 \u6708\u5b63\u5ea6\u62a5\u544a\u5f3a\u8c03\u4e86\u7a00\u571f\u9700\u6c42\u7684\u5f3a\u52b2\u52bf\u5934\u4ee5\u53ca\u6240\u6709\u884c\u4e1a\u90fd\u611f\u53d7\u5230\u6210\u672c\u589e\u52a0\u7684\u6311\u6218\u3002<\/p>\n<p>\u5c3d\u7ba1\u7a00\u571f\u6c27\u5316\u7269\u7684\u4ea7\u91cf\u4e0b\u964d\u4e86 26%\uff0c\u5176\u4e2d NdPr \u4e0b\u964d\u4e86 6%\uff0c\u4f46\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u9500\u552e\u7684\u6750\u6599\u83b7\u5f97\u4e86\u521b\u7eaa\u5f55\u7684 3.51 \u4ebf\u6fb3\u5143\u3002<\/p>\n<p>\u751f\u4ea7\u77ed\u7f3a\u7684\u4e3b\u8981\u539f\u56e0\u662f\u8be5\u516c\u53f8\u9a6c\u6765\u897f\u4e9a\u52a0\u5de5\u8bbe\u65bd\u7684\u4f9b\u6c34\u4e2d\u65ad\u2014\u2014\u8be5\u95ee\u9898\u5df2\u901a\u8fc7\u5bf9\u5de5\u5382\u7684\u6539\u9020\u5f97\u4ee5\u89e3\u51b3\u3002<\/p>\n<p>\u5168\u9762\u6210\u672c\u589e\u52a0\uff0c\u5c24\u5176\u662f\u8fd0\u8f93\u548c\u5316\u5b66\u54c1\u6210\u672c\u5c06\u4fb5\u8680 Lynas \u7684\u5e74\u5ea6\u5229\u6da6\uff0c\u8be5\u5229\u6da6\u901a\u5e38\u5728 8 \u6708\u5e95\u63d0\u4ea4\u7ed9 ASX\u3002<\/p>\n<h2>Lynas\u76c8\u5229\u9884\u6d4b<\/h2>\n<p>\u7136\u800c\uff0c\u5728\u6700\u8fd1\u7684\u6295\u8d44\u94f6\u884c\u62a5\u544a\u4e2d\u53ef\u4ee5\u627e\u5230\u4e00\u4e9b\u672a\u6765\u7684\u8ff9\u8c61\uff0c\u5305\u62ecGoldman Sachs\u7684\u57fa\u672c\u7a0e\u524d (EBITDA) \u6536\u76ca\u4e3a 6.19 \u4ebf\u6fb3\u5143\uff0c\u6bd4\u53bb\u5e74\u7684 2.35 \u4ebf\u6fb3\u5143\u7684 EBITDA \u589e\u957f 163%\u3002<\/p>\n<p>\u5927\u90e8\u5206\u9884\u6d4b\u5229\u6da6\u589e\u957f\u5df2\u8ba1\u5165 Lynas \u80a1\u4ef7\uff0c\u8be5\u80a1\u4ef7\u6bd4\u53bb\u5e74\u540c\u671f\u4e0a\u6da8 43%\uff08\u4f46\u5982\u524d\u6240\u8ff0\uff0c\u8fc7\u53bb\u516d\u4e2a\u6708\u4e0b\u8dcc\uff09\uff0c\u4fc3\u4f7fGoldman Sachs\u5bf9\u8be5\u80a1\u4fdd\u6301\u4e2d\u7acb\u770b\u6cd5\u4ef7\u503c\u8bbe\u5b9a\u4e3a 8.06 \u6fb3\u5143\u2014\u2014\u4f4e\u4e8e\u4e0a\u6b21\u9500\u552e\u7684 8.37 \u6fb3\u5143\u3002<\/p>\n<p>Macquarie Bank\u66f4\u52a0\u70ed\u60c5\uff0c\u6839\u636e\u60ca\u4eba\u7684\u5229\u6da6\u8f68\u8ff9\uff0c\u5c06 Lynas \u5217\u4e3a\u4e70\u5165\u5bf9\u8c61\uff0c\u76ee\u6807\u4ef7\u4e3a 12.50 \u6fb3\u5143\uff0c\u660e\u5e74\u7a0e\u524d\u6536\u76ca\u6709\u671b\u8fbe\u5230 11 \u4ebf\u6fb3\u5143\u3002<\/p>\n<p>Canaccord Genuity \u4f30\u8ba1\uff0cLynas \u5c06\u56de\u5347\u81f3 12 \u7f8e\u5143\uff0c\u4f46 EBITDA \u76f4\u5230 2024 \u5e74\u624d\u4f1a\u7a81\u7834 10 \u4ebf\u6fb3\u5143\u5927\u5173\u3002<\/p>\n<p>Goldman Sachs\u548cMacquarie Bank\u7684\u5229\u6da6\u9884\u6d4b\u548c\u80a1\u4ef7\u9884\u6d4b\u4e4b\u95f4\u7684\u5dee\u5f02\u662f\u96be\u4ee5\u51c6\u786e\u89e3\u8bfb\u4e00\u4e2a\u57fa\u672c\u4e0a\u4ecd\u5904\u4e8e\u8d77\u6b65\u9636\u6bb5\u7684\u590d\u6742\u884c\u4e1a\u7684\u4e00\u4e2a\u4f8b\u5b50\u3002<\/p>\n<p>\u4f46\u5bf9\u4e8e\u51c6\u5907\u5ea6\u8fc7\u4e0e\u4efb\u4f55\u65b0\u4e1a\u52a1\u76f8\u5173\u7684\u98a0\u7c38\u7684\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u56de\u62a5\u53ef\u80fd\u662f\u5de8\u5927\u7684\uff0c\u56e0\u4e3a\u5bf9\u7a00\u571f\u7684\u6f5c\u5728\u9700\u6c42\u662f\u6beb\u65e0\u7591\u95ee\u7684\uff0c\u5373\u4f7f\u80af\u5b9a\u4f1a\u51fa\u73b0\u66f4\u591a\u95ee\u9898\uff0c\u4f8b\u5982Lynas\u5728 6 \u6708\u4efd\u9762\u4e34\u7684\u6c34\u8d44\u6e90\u95ee\u9898\u56db\u5206\u4e4b\u4e00\u3002<\/p>\n<h2>\u5373\u5c06\u5230\u6765\u7684\u4e3b\u8981\u53d1\u5c55<\/h2>\n<p>\u672a\u6765 12 \u4e2a\u6708\u7684\u65b0\u95fb\u6d41\u80af\u5b9a\u4f1a\u63d0\u632f\u6574\u4e2a\u7a00\u571f\u884c\u4e1a\u7684\u5174\u8da3\uff0c\u4e3b\u8981\u53d1\u5c55\u5305\u62ec\uff1a<\/p>\n<ul>\n<li>Lynas \u7684 Kalgoorlie \u9879\u76ee\u4ee5\u53ca\u4e0e\u7f8e\u56fd\u56fd\u9632\u90e8\u8054\u5408\u5728\u7f8e\u56fd\u5efa\u9020\u7684\u76f8\u5173\u91cd\u7a00\u571f\u52a0\u5de5\u8bbe\u65bd\u53d6\u5f97\u8fdb\u5c55\u3002<\/li>\n<li>Iluka \u7684\u72ec\u5c45\u77f3\u5904\u7406\u9879\u76ee\u53d6\u5f97\u8fdb\u5c55\uff0c\u4ee5\u53ca<\/li>\n<li>Hastings \u6b63\u5728\u5efa\u8bbe\u5176 Yangibana \u9879\u76ee\uff0c\u4ee5\u53ca Arafura \u5728Nolans \u548c\u6fb3\u5927\u5229\u4e9a\u7a00\u571f\u516c\u53f8\u5728\u5176\u4f4d\u4e8e\u5357\u6fb3\u5927\u5229\u4e9a\/\u7ef4\u591a\u5229\u4e9a\u5dde\u8fb9\u754c\u7684 Koppamurra \u9879\u76ee\u7684\u8fdb\u5c55\u3002<\/li>\n<\/ul>\n<p>\u4f5c\u4e3a\u4e00\u4e2a\u884c\u4e1a\uff0c\u6fb3\u5927\u5229\u4e9a\u7a00\u571f\u6b63\u5728\u4ece\u9ad8\u98ce\u9669\u52d8\u63a2\u9886\u57df\u4e2d\u8131\u9896\u800c\u51fa\uff0c\u5e76\u6709\u671b\u6210\u4e3a\u5177\u6709\u5168\u7403\u610f\u4e49\u7684\u4e1a\u52a1\u3002<\/p>\n<h2>\u6fb3\u5927\u5229\u4e9a\u79bb\u5b50\u7c98\u571f\u4e3a\u8f7d\u4f53\u7684\u7a00\u571f<\/h2>\n<p>\u6fb3\u5927\u5229\u4e9a\u7a00\u571f\u9886\u57df\u503c\u5f97\u5173\u6ce8\u7684\u5176\u4ed6\u65b0\u5174\u5730\u533a\u5305\u62ec\u5357\u6fb3\u5927\u5229\u4e9a\u7684Eyre Peninsula\uff0ciTech Minerals (ASX: ITM) \u5728\u8be5\u5730\u533a\u7684\u591a\u4e2a\u524d\u666f\u4e2d\u53d6\u5f97\u4e86\u6301\u7eed\u5e7f\u6cdb\u548c\u9ad8\u54c1\u4f4d\u7684\u6210\u529f\u3002<\/p>\n<p>\u540c\u6837\u5728\u5357\u6fb3\u5927\u5229\u4e9a\uff0cTaruga Minerals (ASX: TAR) \u6b63\u5728 Mt Craig \u9879\u76ee\u5185\u7684 Morgan\u2019s Creek \u52d8\u63a2\u533a\u8bc4\u4f30\u7c98\u571f\u627f\u8f7d\u7684\u7a00\u571f\u6f5c\u529b\u3002<\/p>\n<p>\u5728\u6a2a\u8de8\u5357\u6fb3\u5927\u5229\u4e9a\u548c\u7ef4\u591a\u5229\u4e9a\u7684\u9ed8\u91cc\u76c6\u5730\uff0cResource Base (ASX: RBX) \u5df2\u7ecf\u9501\u5b9a\u4e86 2,600 \u5e73\u65b9\u516c\u91cc\u7684\u77ff\u6743\uff0c\u8fd9\u4e9b\u77ff\u6743\u6784\u6210\u4e86\u5176 Mitre Hill \u9879\u76ee\u3002\u5728\u4e00\u4e9b\u77ff\u6743\u5730\u7684\u94bb\u63a2\u5df2\u7ecf\u4ea7\u751f\u4e86\u8bb8\u591a\u6d45\u5c42\u548c\u9ad8\u54c1\u4f4d\u7684\u7a00\u571f\u62e6\u622a\u3002<\/p>\n<p>Murray Basin\u88ab\u63cf\u8ff0\u4e3a\u4e00\u4e2a\u65b0\u5174\u7684\u5168\u7403\u91cd\u8981\u7684\u79bb\u5b50\u7c98\u571f\u57fa\u8d28\u7a00\u571f\u533a\u3002<\/p>\n<p>Australian Rare Earths (ASX: AR3) \u5728\u8be5\u5730\u533a\u62e5\u6709\u4e0e Resource Base \u63a5\u58e4\u7684\u77ff\u6743\uff0c\u5e76\u4e3a\u5176 Koppamurra \u9879\u76ee\u5f00\u53d1\u4e86 8100 \u4e07\u5428\u7684\u7a00\u571f\u8d44\u6e90\uff0c\u7a00\u571f\u6c27\u5316\u7269\u603b\u91cf\u4e3a 785 ppm\u3002<\/p>\n<p>\u7c98\u571f\u4e3a\u8f7d\u4f53\u7684\u7a00\u571f\u88ab\u8ba4\u4e3a\u66f4\u6709\u4ef7\u503c\uff0c\u56e0\u4e3a\u5b83\u4eec\u6bd4\u786c\u5ca9\u77ff\u5e8a\u66f4\u5bb9\u6613\u5f00\u91c7\u548c\u52a0\u5de5\u6210\u672c\u66f4\u4f4e\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e0e\u91c7\u77ff\u4e1a\u7684\u5176\u4ed6\u80a1\u7968\u4e00\u6837\uff0c\u7a00\u571f\u80a1\u7968\u5728\u8fc7\u53bb\u516d\u4e2a\u6708\u7684\u5927\u90e8\u5206\u65f6\u95f4\u91cc\u90fd\u88ab\u629b\u552e\uff0c\u4f46\u53ef\u4ee5\u627e\u5230\u4e09\u4e2a\u7ebf\u7d22\uff0c\u8868\u660e\u6709\u5f3a\u52b2\u590d\u82cf\u7684\u6f5c\u529b\u3002 \u7b2c\u4e00\u6761\u7ebf\u7d22\u5728\u4e8e\u80a1\u4ef7\u4e0e\u57fa\u672c\u5546\u54c1\u4ef7\u503c\u4e4b\u95f4\u7684\u8131\u8282\uff0c\u7a00\u571f\u4e1a\u52a1\u7684\u4e3b\u8981\u53c2\u4e0e\u8005\u7684\u4ef7\u683c\u4e0b\u8dcc\uff0c\u5c3d\u7ba1\u4ed6\u4eec\u7684\u9500\u552e\u4ef7\u683c\u7ee7\u7eed\u4e0a\u6da8\u3002 Lynas Rare Earths (ASX: LYC) \u662f\u80a1\u7968\u548c\u5546\u54c1\u5e02\u573a\u5206\u6b67\u7684\u6700\u597d\u4f8b\u5b50\u3002 \u5728\u6fb3\u4ea4\u6240\uff0cLynas \u81ea\u5e74\u521d\u4ee5\u6765\u4e0b\u8dcc\u4e86 25%\uff0c\u5c3d\u7ba1\u7531\u4e8e\u5176\u6700\u6709\u4ef7\u503c\u7684\u4ea7\u54c1\u2014\u2014\u9495 (Nd) \u548c\u9568 (Pr) \u7684\u6df7\u5408\u7269\uff0c\u5b83\u521a\u521a\u516c\u5e03\u4e86 6 \u6708\u5b63\u5ea6\u7684\u521b\u7eaa\u5f55\u9500\u552e\u6536\u5165 3.51 \u4ebf\u6fb3\u5143\uff0c\u552e\u4ef7\u6bd4\u53bb\u5e74 6 \u6708\u5b63\u5ea6\u9ad8\u51fa\u7ea6 75%\u3002 \u8be5\u4ea7\u54c1\u901a\u5e38\u88ab\u79f0\u4e3a NdPr\uff0c\u7528\u4e8e\u4ece\u7535\u52a8\u6c7d\u8f66\u5230\u6d77\u4e0a\u98ce\u529b\u6da1\u8f6e\u673a\u548c\u79fb\u52a8\u7535\u8bdd\u7b49\u5404\u79cd\u6280\u672f\u4e2d\u7684\u6c38\u78c1\u4f53\u3002 Nd \u548c Pr \u662f 17 \u5143\u7d20\u91d1\u5c5e\u5bb6\u65cf\uff08\u9519\u8bef\u5730\u79f0\u4e3a\u5730\u7403\uff09\u7684\u4e24\u4e2a\u6210\u5458\uff0c\u5b83\u4eec\u5728\u73b0\u4ee3\u6280\u672f\u4e2d\u5177\u6709\u8d8a\u6765\u8d8a\u91cd\u8981\u7684\u7528\u9014\u3002 \u8d44\u91d1\u7ee7\u7eed\u6d41\u5165\u7a00\u571f \u5c3d\u7ba1\u7531\u4e8e\u6295\u8d44\u8005\u5728\u53ef\u80fd\u7684\u8870\u9000\u4e4b\u524d\u8eb2\u907f\u907f\u9669\uff0c\u7a00\u571f\u80a1\u7968\u906d\u5230\u629b\u552e\uff0c\u4f46\u8d44\u672c\u6d41\u52a8\u7ee7\u7eed\u6d8c\u5165\u7a00\u571f\u884c\u4e1a\uff0c\u4e3a\u5bf9\u8be5\u6750\u6599\u5f3a\u52b2\u4e14\u4e0d\u65ad\u589e\u957f\u7684\u9700\u6c42\u63d0\u4f9b\u8d44\u91d1\u3002 \u8fd9\u662f\u6f5c\u5728\u5f3a\u52b2\u590d\u82cf\u7684\u7b2c\u4e8c\u6761\u7ebf\u7d22\u3002 \u6700\u8fd1\u7a00\u571f\u6295\u8d44\u548c\u878d\u8d44\u7684\u4f8b\u5b50\u5305\u62ec\uff1a Lynas \u5728\u897f\u6fb3 Kalgoorlie \u5efa\u9020\u4e86\u4e00\u4e2a\u4ef7\u503c 5 \u4ebf\u6fb3\u5143\u7684\u7a00\u571f\u52a0\u5de5\u5382\uff0c\u7528\u4e8e\u5bf9\u9644\u8fd1 Mt Weld \u5f00\u91c7\u7684\u77ff\u77f3\u8fdb\u884c\u65e9\u671f\u52a0\u5de5\uff0c\u7136\u540e\u5c06\u5176\u9001\u5f80\u9a6c\u6765\u897f\u4e9a\u8fdb\u884c\u5347\u7ea7\u3002 \u636e\u62a5\u9053\uff0cHastings Technology Metals (ASX: HAS) \u51c6\u5907\u7b79\u96c6 2 \u4ebf\u6fb3\u5143\u7684\u80a1\u6743\uff0c\u4f5c\u4e3a\u4e3a\u5176\u5728\u897f\u6fb3\u5f00\u53d1\u4e16\u754c\u7ea7 Yangibana \u9879\u76ee\u63d0\u4f9b\u8d44\u91d1\u7684\u6700\u540e\u4e00\u6b65\u3002 Iluka Resources&hellip; <a class=\"more-link\" href=\"https:\/\/smallcapscn.x5view.co\/?p=5494\">Continue reading <span class=\"screen-reader-text\">\u7a00\u571f\u80a1\u7968\u548c\u5546\u54c1\u4ef7\u683c\u4e4b\u95f4\u7684\u8131\u8282\u662f\u4e00\u4e2a\u4ef7\u503c\u6307\u9488<\/span><\/a><\/p>\n","protected":false},"author":9,"featured_media":18833,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[951,235,236,879,989,175,828,252],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v17.3 (Yoast SEO v21.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u7a00\u571f\u80a1\u7968\u548c\u5546\u54c1\u4ef7\u683c\u4e4b\u95f4\u7684\u8131\u8282\u662f\u4e00\u4e2a\u4ef7\u503c\u6307\u9488<\/title>\n<meta name=\"description\" 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