{"id":357937,"date":"2020-11-17T17:37:19","date_gmt":"2020-11-18T01:37:19","guid":{"rendered":"https:\/\/nai500.com\/?p=357937"},"modified":"2020-11-17T17:37:19","modified_gmt":"2020-11-18T01:37:19","slug":"%e9%ab%98%e6%88%90%e9%95%bf%e5%a4%a7%e9%ba%bb%e8%82%a1%ef%bc%9a%e5%a2%9e%e9%80%9f%e6%9c%80%e5%bf%ab%e7%9a%843%e5%8f%aa%e5%a4%a7%e9%ba%bb%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2020\/11\/%e9%ab%98%e6%88%90%e9%95%bf%e5%a4%a7%e9%ba%bb%e8%82%a1%ef%bc%9a%e5%a2%9e%e9%80%9f%e6%9c%80%e5%bf%ab%e7%9a%843%e5%8f%aa%e5%a4%a7%e9%ba%bb%e8%82%a1\/","title":{"rendered":"\u9ad8\u6210\u957f\u5927\u9ebb\u80a1\uff1a\u589e\u901f\u6700\u5feb\u76843\u53ea\u5927\u9ebb\u80a1"},"content":{"rendered":"<p>\u8fc7\u53bb\u51e0\u5e74\uff0c\u5927\u9ebb\u884c\u4e1a\u5448\u73b0\u4e86\u6307\u6570\u7ea7\u7684\u589e\u957f\u3002\u6309\u7167Grand View Research\u7684\u9884\u6d4b\uff0c\u5408\u6cd5\u5927\u9ebb\u5e02\u573a\u89c4\u6a21\u9884\u8ba1\u5c06\u4ece2019\u5e74\u7684$177\u4ebf\u589e\u81f32027\u5e74\u7684$736\u4ebf\uff0c\u5e74\u590d\u5408\u589e\u957f\u7387\uff08CAGR\uff09\u8d85\u8fc718%\u3002\u56e0\u6b64\uff0c\u9ad8\u6210\u957f\u5927\u9ebb\u80a1\u81ea\u7136\u6210\u4e3a\u4e86\u9009\u80a1\u7684\u4e00\u4e2a\u91cd\u70b9\u3002<\/p>\n<p>\u4e0b\u9762\u8fd93\u53ea\u5927\u9ebb\u80a1\u589e\u901f\u5728\u884c\u4e1a\u5185\u9886\u5148\uff1a<\/p>\n<p><strong>2020\u5e74\u7f8e\u56fd\u5927\u9009\u7ed3\u675f\u540e\uff0c\u5927\u9ebb\u516c\u53f8\u7684\u80a1\u4ef7\u51fa\u73b0\u4e86\u5f3a\u52b2\u7684\u4e0a\u6da8\u3002\u5982\u679c\u4f60\u60f3\u8981\u6295\u8d44\u5927\u9ebb\u677f\u5757\uff0c\u5fc5\u987b\u9996\u5148\u6253\u597d\u57fa\u672c\u529f\u3002\u70b9\u51fb\u4ee5\u4e0b\u94fe\u63a5\u8d2d\u4e70<a href=\"https:\/\/shop.nai500.com\/product\/%e5%8c%97%e7%be%8e%e5%a4%a7%e9%ba%bb%e6%8a%95%e8%b5%84%e6%89%8b%e5%86%8a2019-%e7%ae%80%e4%bd%93%e4%b8%ad%e6%96%87\/\">\u300a\u5317\u7f8e\u5927\u9ebb\u6295\u8d44\u624b\u518c2020\u300b<\/a>\uff0c\u83b7\u53d6\u6700\u5168\u9762\u7684\u4e2d\u6587\u5927\u9ebb\u6295\u8d44\u624b\u518c\u3002<\/strong><\/p>\n<h2>1. GrowGeneration<\/h2>\n<p>\u5317\u7f8e\u589e\u901f\u6700\u5feb\u7684\u5927\u9ebb\u80a1\u4e4b\u4e00<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=GRWG\">GrowGeneration Corp.\uff08NASDAQ: GRWG\uff09<\/a>\u5e76\u4e0d\u751f\u4ea7\u5927\u9ebb\uff0c\u800c\u662f\u5927\u9ebb\u79cd\u690d\u8f85\u52a9\u8bbe\u5907\u7684\u63d0\u4f9b\u5546\uff0c\u6bd4\u5982\u8bf4\u6c34\u57f9\u7528\u54c1\u3001\u571f\u58e4\u3001\u8425\u517b\u7d20\u3001\u690d\u7269\u751f\u957f\u706f\u548c\u690d\u7269\u751f\u957f\u5e10\u7bf7\u7b49\u3002<\/p>\n<p>\u65b0\u51a0\u75ab\u60c5\u671f\u95f4\uff0cGrowGeneration\u5c55\u73b0\u4e86\u81ea\u8eab\u7684\u7a33\u5b9a\u6027\u300211\u670811\u65e5\uff0c\u8be5\u516c\u53f8\u516c\u544aQ3\uff08\u622a\u81f39\u670830\u65e5\uff09\u6536\u5165\u540c\u6bd4\u589e\u957f153%\u81f3$5500\u4e07\u5e76\u4e14\u8fde\u7eed\u7b2c11\u4e2a\u5b63\u5ea6\u521b\u7eaa\u5f55\uff0c\u8c03\u6574\u540e\u7a0e\u606f\u6298\u65e7\u53ca\u644a\u9500\u524d\u5229\u6da6\uff08EBITDA\uff09\u4e3a\u6b63\u7684$660\u4e07\u3002\u6b64\u5916\uff0c\u7ba1\u7406\u5c42\u9884\u8ba12021\u5e74\u7684\u6536\u5165\u5728$2.80-3.00\u4ebf\u4e4b\u95f4\uff0c\u8c03\u6574\u540eEBITDA\u5728$3400-3600\u4e07\u4e4b\u95f4\u3002\u6700\u540e\uff0c\u8be5\u516c\u53f8\u5728\u7f8e\u56fd11\u4e2a\u5dde\u5f00\u8bbe\u670931\u5bb6\u5927\u9ebb\u5e97\u3002<\/p>\n<p>\u6700\u8fd1\uff0cGrowGeneration\u5f00\u5c55\u4e86\u591a\u5b97\u5e76\u8d2d\u300210\u670820\u65e5\uff0c\u8be5\u516c\u53f8\u6536\u8d2d\u5bc6\u6b47\u6839\u5dde\u7684\u56ed\u827a\u8d2d\u7269\u4e2d\u5fc3Big Green Tomato\u300210\u6708\uff0c\u516c\u53f8\u8fd8\u6536\u8d2d\u4e86\u51e4\u51f0\u57ce\u7684Hydroponics Depot\uff0c\u672c\u6708\u6536\u8d2d\u4e86\u7f8e\u56fd\u7b2c\u4e09\u5927\u7684\u6c34\u57f9\u56ed\u827a\u8d2d\u7269\u8fde\u9501\u5e97The GrowBiz\u3002\u79ef\u6781\u7684\u5e76\u8d2d\u52a0\u4e0a\u7a33\u5065\u7684\u9500\u552e\u989d\u589e\u957f\uff0c\u8be5\u5927\u9ebb\u80a1\u7684\u6210\u957f\u6027\u65e0\u53ef\u7f6e\u7591\u3002<\/p>\n<h2>2. Trulieve Cannabis<\/h2>\n<p>\u5927\u9ebb\u751f\u4ea7\u5546Trulieve Cannabis Corp.\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=TRUL%3ACC\">CSE: TRUL<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=TCNNF\">OTCQX: TCNNF<\/a>\uff09\u5728\u4f5b\u7f57\u91cc\u8fbe\u5dde\u5360\u636e\u7edd\u5bf9\u7684\u4e3b\u5bfc\u5730\u4f4d\uff0c\u540c\u65f6\u5728\u52a0\u5229\u798f\u5c3c\u4e9a\u5dde\u548c\u5eb7\u6d85\u72c4\u683c\u5dde\u4e5f\u5b9e\u73b0\u4e86\u6218\u7565\u6027\u589e\u957f\u3002\u622a\u81f36\u6708\u672b\uff0cTrulieve\u5728\u7f8e\u56fd\u5168\u56fd\u62e5\u670957\u5bb6\u5927\u9ebb\u5e97\uff0c\u7ba1\u7406\u5c42\u9884\u8ba1\u516c\u53f82021\u5e74\u8fdb\u5165\u9a6c\u8428\u8bf8\u585e\u5dde\u5e02\u573a\uff0c\u52a9\u529b\u516c\u53f8\u5b9e\u73b0\u95e8\u5e97\u603b\u6570\u8fbe\u523068\u5bb6\u7684\u76ee\u6807\u3002<\/p>\n<p>8\u670812\u65e5\u53d1\u5e03\u7684\u8d22\u62a5\u663e\u793a\uff0c\u516c\u53f8Q2\u6536\u5165\u540c\u6bd4\u66b4\u589e109%\u81f3$1.208\u4ebf\uff0cEBITDA\u4e3a\u6b63\u7684$6050\u4e07\uff0c\u8fde\u7eed\u7b2c10\u4e2a\u5b63\u5ea6\u5b9e\u73b0\u589e\u957f\u548c\u76c8\u5229\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8d22\u52a1\u72b6\u51b5\u7a33\u5065\uff0c\u73b0\u91d1\u53ca\u73b0\u91d1\u7b49\u4ef7\u7269\u8d85\u8fc7$1.50\u4ebf\u3002Trulieve\u4e13\u653b\u836f\u7528\u5927\u9ebb\u5e02\u573a\uff0c\u8fd9\u662f\u4e00\u4e2a\u98ce\u9669\u3002\u4e0d\u8fc7\uff0c\u5982\u679c\u7f8e\u56fd\u5b9e\u73b0\u5168\u9762\u7684\u5927\u9ebb\u5408\u6cd5\u5316\uff0c\u8be5\u5927\u9ebb\u516c\u53f8\u7684\u4f53\u91cf\u5c06\u4f1a\u5927\u5927\u589e\u52a0\u3002<\/p>\n<h2>3. 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