{"id":5908,"date":"2022-10-07T05:33:58","date_gmt":"2022-10-07T05:33:58","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=5908"},"modified":"2023-08-29T17:55:49","modified_gmt":"2023-08-29T17:55:49","slug":"fortescue-invests-german-green-hydrogen-project-polynovo-record-quarter-ampol-hyundai","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=5908","title":{"rendered":"Fortescue \u6295\u8d44\u5fb7\u56fd\u7eff\u8272\u6c22\u9879\u76ee\uff0cPolyNovo \u5b9e\u73b0\u521b\u7eaa\u5f55\u7684\u5b63\u5ea6\uff0cAmpol \u4e0eHyundai\u5408\u4f5c"},"content":{"rendered":"<p>Fortescue Metals Group (ASX: FMG) \u5ba3\u5e03\u5176\u7eff\u8272\u90e8\u95e8 Fortescue Future Industries (FFI) \u5df2\u4e0e\u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u5f00\u53d1\u5546 Tree Energy Solutions (TES) \u8fbe\u6210\u5168\u7403\u6218\u7565\u5408\u4f5c\uff0c\u5728\u5fb7\u56fd\u6267\u884c\u201c\u4e16\u754c\u9886\u5148\u201d\u7684\u6c22\u9879\u76ee\u3002<\/p>\n<p>\u6839\u636e\u534f\u8bae\uff0cFFI \u7684\u5b50\u516c\u53f8\u8377\u5170 Fortescue Future Industries \u5c06\u6295\u8d44 3000 \u4e07\u6b27\u5143\uff084600 \u4e07\u6fb3\u5143\uff09\u6210\u4e3a TES \u7684\u80a1\u4e1c\u3002<\/p>\n<p>\u5b83\u8fd8\u5c06\u6295\u8d44 1 \u4ebf\u6b27\u5143\uff081.53 \u4ebf\u6fb3\u5143\uff09\u5efa\u8bbe TES \u7801\u5934\uff0c\u5e76\u4f5c\u4e3a TES \u5b50\u516c\u53f8 Deutsche Gr\u00fcngas und Energieversorgung GmbH \u7684\u4e3b\u8981\u80a1\u4e1c\u6536\u8d2d 30% \u7684\u80a1\u4efd\uff0c\u8be5\u516c\u53f8\u65e8\u5728\u5728\u5fb7\u56fd\u5a01\u5ec9\u6e2f\u5efa\u8bbe\u67a2\u7ebd\u3002<\/p>\n<p>FMG \u6267\u884c\u4e3b\u5e2d\u517c\u521b\u59cb\u4eba Andrew Forrest \u8868\u793a\uff0c\u6b64\u6b21\u5408\u4f5c\u5c06\u4e3a\u82f1\u56fd\u548c\u6b27\u6d32\u63d0\u4f9b\u66f4\u591a\u66ff\u4ee3\u5316\u77f3\u71c3\u6599\u7684\u7eff\u8272\u89e3\u51b3\u65b9\u6848\u3002<\/p>\n<p>\u201c\u8fd9\u9879\u6295\u8d44\u5f3a\u5316\u4e86\u8fd9\u4e00\u627f\u8bfa\uff0c\u662f FFI \u6210\u4e3a\u4e16\u754c\u4e0a\u6700\u5927\u7684\u7eff\u8272\u80fd\u6e90\u751f\u4ea7\u5546\u4e4b\u4e00\u7684\u91cd\u8981\u4e00\u6b65\uff0c\u201d\u4ed6\u8bf4\u3002<\/p>\n<p>\u53cc\u65b9\u7684\u76ee\u6807\u662f\u5728\u521d\u671f\u9636\u6bb5\u4f9b\u5e94 30 \u4e07\u5428\u7eff\u8272\u6c22\uff0c\u4f46\u6700\u7ec8\u5730\u70b9\u5c1a\u672a\u5546\u5b9a\u3002<\/p>\n<p>FFI \u548c Tree Energy Solutions \u5e0c\u671b\u5728 2026 \u5e74\u9996\u6b21\u5c06\u7eff\u8272\u6c22\u6c14\u8f93\u9001\u5230 TES \u7684Wilhelmshaven\u7801\u5934\u3002<\/p>\n<p>\u4e24\u5bb6\u516c\u53f8\u76f8\u4fe1\uff0c\u6b64\u6b21\u5408\u4f5c\u5c06\u6709\u52a9\u4e8e\u5b9e\u73b0\u51cf\u5c11\u5168\u7403\u6392\u653e\u548c\u63d0\u4f9b\u6210\u672c\u66f4\u4f4e\u7684\u5316\u77f3\u71c3\u6599\u66ff\u4ee3\u54c1\u7684\u5171\u540c\u76ee\u6807\u3002<\/p>\n<h2>PolyNovo<\/h2>\n<p>\u751f\u7269\u6280\u672f\u5de8\u5934 PolyNovo (ASX: PNV) \u80a1\u4ef7\u98d9\u5347\uff0c\u539f\u56e0\u662f\u5176\u5728 23 \u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u5b9e\u73b0\u4e86\u521b\u7eaa\u5f55\u7684\u5b63\u5ea6\u9500\u552e\u989d\u3002<\/p>\n<p>\u5728\u6269\u5927\u5176\u7f8e\u56fd\u9500\u552e\u56e2\u961f\u540e\uff0c\u8be5\u516c\u53f8\u7684\u6708\u9500\u552e\u989d\u9996\u6b21\u8d85\u8fc7 500 \u4e07\u6fb3\u5143\uff0c9 \u6708\u4efd\u8fbe\u5230 540 \u4e07\u6fb3\u5143\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u8fd8\u516c\u5e03\u4e86 9 \u6708\u5b63\u5ea6\u672a\u7ecf\u5ba1\u8ba1\u7684\u603b\u9500\u552e\u989d\u4e3a 1250 \u4e07\u7f8e\u5143\uff0c\u6bd4\u53bb\u5e74\u540c\u671f\u589e\u957f\u4e86 73% \u4ee5\u4e0a\u3002<\/p>\n<p>PolyNovo \u9996\u5e2d\u6267\u884c\u5b98Swami Raote\u8868\u793a\uff0c\u521b\u7eaa\u5f55\u7684\u6570\u5b57\u662f\u516c\u53f8\u4e0d\u65ad\u52aa\u529b\u7684\u7ed3\u679c\uff0c\u5e76\u5f97\u5230\u4e86 NovoSorb BTM \u4ea7\u54c1\u7684\u5e2e\u52a9\u3002<\/p>\n<p>\u201c\u6211\u5f88\u9ad8\u5174\u6211\u4eec\u7684\u56e2\u961f\u73b0\u5728\u5f00\u59cb\u5c06\u6211\u4eec\u7684\u70e7\u4f24\u4f20\u7edf\u548c\u4f18\u52bf\u8f6c\u5316\u4e3a\u521b\u4f24\u548c\u5176\u4ed6\u6025\u6027\u624b\u672f\u8f6f\u7ec4\u7ec7\u91cd\u5efa\u673a\u4f1a\uff0c\u201d\u4ed6\u8bf4\u3002<\/p>\n<p>\u201cPolyNovo \u5728\u4ea4\u4ed8\u6210\u679c\u65b9\u9762\u4e00\u76f4\u4e13\u6ce8\u3001\u8d1f\u8d23\u548c\u8d44\u672c\u6548\u7387\u9ad8\uff0c\u6211\u671f\u5f85\u52a0\u5feb\u6211\u4eec\u7684\u5168\u7403\u5f71\u54cd\u529b\u3002\u201d<\/p>\n<h2>Gold Road Resources<\/h2>\n<p>Gold Road Resources (ASX: GOR) \u5ba3\u5e03\u5c06\u7ef4\u6301\u5176\u5728\u4ee5\u9ec4\u91d1\u4e3a\u91cd\u70b9\u7684\u516c\u53f8 De Gray Mining (ASX: DEG) \u7684 19.9% \u80a1\u4efd\u3002<\/p>\n<p>\u8fd9\u5bb6\u603b\u90e8\u4f4d\u4e8e\u73c0\u65af\u7684\u516c\u53f8\u8ba4\u8d2d\u4e86 De Grey \u7684 1.3 \u4ebf\u6fb3\u5143\u914d\u552e\uff0c\u4ee5\u6bcf\u80a1 1 \u6fb3\u5143\u7684\u4ef7\u683c\u83b7\u5f97\u8be5\u516c\u53f8 25,987,000 \u80a1\u80a1\u7968\uff0c\u4ee5\u7ee7\u7eed\u6301\u6709\u5176\u8fd1 20% \u7684\u6743\u76ca\u3002<\/p>\n<p>De Gray \u8fd8\u6982\u8ff0\u4e86\u5728 1.3 \u4ebf\u6fb3\u5143\u914d\u552e\u7684\u57fa\u7840\u4e0a\u63a8\u51fa 2000 \u4e07\u6fb3\u5143\u80a1\u7968\u8d2d\u4e70\u8ba1\u5212\u7684\u8ba1\u5212\u3002<\/p>\n<p>\u80a1\u7968\u8d2d\u4e70\u8ba1\u5212\u5141\u8bb8\u7b26\u5408\u6761\u4ef6\u7684\u80a1\u4e1c\u4ee5\u4e0e\u914d\u552e\u76f8\u540c\u7684\u4ef7\u683c\u8ba4\u8d2d\u4ef7\u503c\u9ad8\u8fbe 30,000 \u6fb3\u5143\u7684\u80a1\u7968\u3002<\/p>\n<p>De Gray \u8868\u793a\uff0c\u7b79\u96c6\u7684\u8d44\u91d1\u5c06\u7528\u4e8e\u5b8c\u6210 Mallina \u9ec4\u91d1\u9879\u76ee\u7684\u6700\u7ec8\u53ef\u884c\u6027\u7814\u7a76\uff0c\u5e76\u8fdb\u884c\u8d44\u6e90\u5b9a\u4e49\u3001\u53d1\u73b0\u548c\u6269\u5c55\u94bb\u63a2\u3002<\/p>\n<p>Gold Road \u65e9\u5728 8 \u6708\u4efd\u5c31\u5c06\u5176\u5728\u8be5\u516c\u53f8\u7684\u80a1\u4efd\u4ece 14.45% \u589e\u81f3 19.99%\uff0c\u8868\u660e\u5176\u610f\u56fe\u660e\u786e\u8868\u793a\u4e0d\u4f1a\u8fdb\u884c\u6536\u8d2d\u8981\u7ea6\uff0c\u5c3d\u7ba1\u8be5\u516c\u53f8\u6709\u6743\u968f\u65f6\u8fd9\u6837\u505a\u3002<\/p>\n<h2>Sayona Mining<\/h2>\n<p>\u65b0\u5174\u9502\u751f\u4ea7\u5546 Sayona Mining (ASX: SYA) \u4e3a\u52a0\u62ff\u5927\u9b41\u5317\u514b\u7684 Moblan \u9502\u9879\u76ee<a href=\"http:\/\/smallcaps-production.test\/piedmont-lithium-sayona-mining-feasibility-study-lithium-carbonate-production\/?lang=cn\">\u542f\u52a8\u4e86\u9884\u53ef\u884c\u6027\u7814\u7a76<\/a> (PFS)\u3002<\/p>\n<p>\u4e3a\u4e86\u6700\u5927\u9650\u5ea6\u5730\u4e3a\u5f53\u5730\u5229\u76ca\u76f8\u5173\u8005\u5e26\u6765\u7ecf\u6d4e\u6548\u76ca\uff0cSayona \u547c\u5401 InnovExplo \u8fdb\u884c PFS\u3002<\/p>\n<p>\u8be5\u7814\u7a76\u65e8\u5728\u8bc4\u4f30North American Lithium (NAL) \u8fd0\u8425\u4e2d\u78b3\u9178\u9502\u5de5\u5382\u7684\u5b8c\u6210\u548c\u91cd\u542f\u7684\u53ef\u80fd\u6027\u3002<\/p>\n<p>\u5de5\u4f5c\u5c06\u5728\u672a\u6765\u51e0\u5929\u5f00\u59cb\uff0c\u9884\u8ba1\u5c06\u4e8e 2023 \u5e74 5 \u6708\u5b8c\u6210\u3002<\/p>\n<p>Sayona \u8463\u4e8b\u603b\u7ecf\u7406 Brett Lynch \u8868\u793a\uff0c\u8fd9\u9879\u7814\u7a76\u5c06\u6709\u52a9\u4e8e\u52a0\u5feb\u516c\u53f8\u5317\u90e8\u65b0\u57fa\u5730\u7684\u5f00\u53d1\u3002<\/p>\n<p>\u201c\u81ea 2021 \u5e74 10 \u6708\u6536\u8d2d Moblan \u9879\u76ee\u4ee5\u6765\uff0cSayona \u4e00\u76f4\u81f4\u529b\u4e8e\u901a\u8fc7\u5e7f\u6cdb\u7684\u94bb\u63a2\u8ba1\u5212\u5feb\u901f\u5f00\u53d1\u8be5\u9879\u76ee\uff0c\u76ee\u6807\u662f\u5728\u5df2\u7ecf\u62e5\u6709\u4e16\u754c\u7ea7\u77ff\u5c71\u7684\u5730\u533a\u5927\u89c4\u6a21\u6269\u5c55\u6211\u4eec\u7684\u9502\u8d44\u6e90\uff0c\u201d\u4ed6\u8bf4\u3002<\/p>\n<p>\u201c\u8fd9\u9879\u7814\u7a76\u5e94\u8fdb\u4e00\u6b65\u589e\u5f3a\u6211\u4eec\u5bf9 Moblan \u9879\u76ee\u8d28\u91cf\u53ca\u5176\u4f5c\u4e3a\u65b0\u7684\u5317\u90e8\u751f\u4ea7\u57fa\u5730\u7684\u53d1\u5c55\u6f5c\u529b\u7684\u4fe1\u5fc3\uff0c\u589e\u52a0\u6211\u4eec\u7684 NAL\u00a0\u4e1a\u52a1\u548c\u5357\u90e8\u7684 Abitibi \u67a2\u7ebd\u3002\u201d<\/p>\n<p>\u9884\u8ba1\u5c06\u8fdb\u884c\u6700\u7ec8\u7684\u53ef\u884c\u6027\u7814\u7a76\uff0c\u5176\u5b8c\u6210\u76ee\u6807\u5b9a\u4e8e 2023 \u5e74 9 \u6708\u3002Moblan \u9502\u9879\u76ee\u7684\u6240\u6709\u6743\u7531 Sayona \u7684 60% \u80a1\u6743\u548c\u52a0\u62ff\u5927\u77ff\u4ea7\u52d8\u63a2\u516c\u53f8 SOQUEM \u7684 40% \u80a1\u6743\u7ec4\u6210\u3002<\/p>\n<h2>Ampol<\/h2>\n<p>Ampol (ASX: ALD) \u5ba3\u5e03\u5df2\u4e0e\u73b0\u4ee3\u5408\u4f5c\uff0c\u4e3a\u7535\u52a8\u6c7d\u8f66 (EV) \u53f8\u673a\u63d0\u4f9b\u66f4\u591a\u8bbf\u95ee AmpCharge \u7f51\u7edc\u7684\u673a\u4f1a\uff0c\u4ee5\u53ca\u5176\u4ed6\u80fd\u6e90\u4ea7\u54c1\uff0c\u4ee5\u652f\u6301\u6fb3\u5927\u5229\u4e9a\u5411\u96f6\u6392\u653e\u6c7d\u8f66\u7684\u8fc7\u6e21\u3002<\/p>\n<p>Ampol (ASX: ALD) \u5ba3\u5e03\u5df2\u4e0e\u73b0\u4ee3\u5408\u4f5c\uff0c\u4e3a\u7535\u52a8\u6c7d\u8f66 (EV) \u53f8\u673a\u63d0\u4f9b\u66f4\u591a\u8bbf\u95ee AmpCharge \u7f51\u7edc\u7684\u673a\u4f1a\uff0c\u4ee5\u53ca\u5176\u4ed6\u80fd\u6e90\u4ea7\u54c1\uff0c\u4ee5\u652f\u6301\u6fb3\u5927\u5229\u4e9a\u5411\u96f6\u6392\u653e\u6c7d\u8f66\u7684\u8fc7\u6e21\u3002<\/p>\n<p>Ampol \u8ba1\u5212\u5230 2023 \u5e74\u5e95\u5728\u6fb3\u5927\u5229\u4e9a\u5404\u5730\u5b89\u88c5 120 \u4e2a AmpCharge \u7535\u52a8\u6c7d\u8f66\u5145\u7535\u7ad9\u3002<\/p>\n<p>\u8be5\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u8fd8\u65e8\u5728\u4fc3\u8fdb\u8f66\u961f\u8f66\u8f86\u5411\u7535\u6c60\u9a71\u52a8\u7535\u52a8\u6c7d\u8f66\u7684\u8fc7\u6e21\u3002<\/p>\n<p>\u6839\u636e\u534f\u8bae\uff0c\u5b83\u5c06\u63a2\u7d22\u4ee5\u6c22\u4e3a\u52a8\u529b\u7684\u71c3\u6599\u7535\u6c60\u7535\u52a8\u6c7d\u8f66\u7684\u5f00\u53d1\u3002<\/p>\n<p>Ampol \u9996\u5e2d\u6267\u884c\u5b98\u517c\u8463\u4e8b\u603b\u7ecf\u7406 Matthew Halliday \u8868\u793a\uff0c\u5f00\u53d1\u6c22\u80fd\u6c7d\u8f66\u89e3\u51b3\u65b9\u6848\u662f\u6fb3\u5927\u5229\u4e9a\u4ea4\u901a\u90e8\u95e8\u8131\u78b3\u7684\u5173\u952e\u4e00\u6b65\u3002<\/p>\n<p>\u201c\u9274\u4e8eHyundai\u5728\u63a8\u8fdb\u71c3\u6599\u7535\u6c60\u7535\u52a8\u6c7d\u8f66\u6280\u672f\u65b9\u9762\u5904\u4e8e\u5e02\u573a\u9886\u5148\u5730\u4f4d\uff0c\u6211\u4eec\u5f88\u9ad8\u5174\u80fd\u591f\u643a\u624b\u5408\u4f5c\uff0c\u8fdb\u4e00\u6b65\u63a2\u7d22\u6574\u4e2a\u6fb3\u5927\u5229\u4e9a\u7ecf\u6d4e\u7684\u6c22\u80fd\u673a\u4f1a\uff0c\u201d\u4ed6\u8bf4\u3002<\/p>\n<p>\u4e0eHyundai\u7684\u5408\u4f5c\u6709\u671b\u5b9e\u73b0 Ampol \u5230 2045 \u5e74\u5b9e\u73b0\u5168\u7403\u78b3\u4e2d\u548c\u7684\u76ee\u6807\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Fortescue Metals Group (ASX: FMG) \u5ba3\u5e03\u5176\u7eff\u8272\u90e8\u95e8 Fortescue Future Industries (FFI) \u5df2\u4e0e\u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u5f00\u53d1\u5546 Tree Energy Solutions (TES) \u8fbe\u6210\u5168\u7403\u6218\u7565\u5408\u4f5c\uff0c\u5728\u5fb7\u56fd\u6267\u884c\u201c\u4e16\u754c\u9886\u5148\u201d\u7684\u6c22\u9879\u76ee\u3002 \u6839\u636e\u534f\u8bae\uff0cFFI \u7684\u5b50\u516c\u53f8\u8377\u5170 Fortescue Future Industries \u5c06\u6295\u8d44 3000 \u4e07\u6b27\u5143\uff084600 \u4e07\u6fb3\u5143\uff09\u6210\u4e3a TES \u7684\u80a1\u4e1c\u3002 \u5b83\u8fd8\u5c06\u6295\u8d44 1 \u4ebf\u6b27\u5143\uff081.53 \u4ebf\u6fb3\u5143\uff09\u5efa\u8bbe TES \u7801\u5934\uff0c\u5e76\u4f5c\u4e3a TES \u5b50\u516c\u53f8 Deutsche Gr\u00fcngas und Energieversorgung GmbH \u7684\u4e3b\u8981\u80a1\u4e1c\u6536\u8d2d 30% \u7684\u80a1\u4efd\uff0c\u8be5\u516c\u53f8\u65e8\u5728\u5728\u5fb7\u56fd\u5a01\u5ec9\u6e2f\u5efa\u8bbe\u67a2\u7ebd\u3002 FMG \u6267\u884c\u4e3b\u5e2d\u517c\u521b\u59cb\u4eba Andrew Forrest 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