{"id":370429,"date":"2021-02-18T18:00:45","date_gmt":"2021-02-19T02:00:45","guid":{"rendered":"https:\/\/nai500.com\/?p=370429"},"modified":"2021-02-18T18:00:45","modified_gmt":"2021-02-19T02:00:45","slug":"%e5%a4%a7%e9%ba%bb%e8%b4%a2%e6%8a%a5-%e5%a4%a7%e9%ba%bb%e8%82%a1-tilray","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2021\/02\/%e5%a4%a7%e9%ba%bb%e8%b4%a2%e6%8a%a5-%e5%a4%a7%e9%ba%bb%e8%82%a1-tilray\/","title":{"rendered":"\u5927\u9ebb\u8d22\u62a5\uff1a\u7ed9\u5927\u9ebb\u80a1Tilray\u7684\u56db\u5b63\u62a5\u70b9\u8d5e\uff01"},"content":{"rendered":"

\u4eca\u5e74\u4ee5\u6765\uff0c\u52a0\u62ff\u5927\u5927\u9ebb\u80a1Tilray Inc.\uff08NASDAQ:TLRY\uff09<\/a>\u8ba9\u6295\u8d44\u8005\u60ca\u559c\u8fde\u8fde\uff0c\u80a1\u4ef7\u4e5f\u66b4\u6da8\u5230\u539f\u6765\u7684\u56db\u500d\u591a\u3002\u5728\u6b64\u4e4b\u524d\uff0cTilray\u4e0eAphria Inc\uff08TSX: APHA<\/a>\uff09\uff08NASDAQ: APHA<\/a>\uff09\u7684\u5408\u5e76\u6d88\u606f\u662f\u8be5\u5927\u9ebb\u80a1\u80a1\u4ef7\u5927\u6da8\u7684\u4e00\u5927\u50ac\u5316\u5242\uff08\u91cd\u78c5\u6d88\u606f\uff1aTilray\u548cAphria\u5408\u5e76\uff0c\u5168\u7403\u6700\u5927\u5927\u9ebb\u516c\u53f8\u6a2a\u7a7a\u51fa\u4e16\uff01<\/a>\uff09\u3002\u4e0d\u8fc7\uff0c\u76f8\u6bd4\u80a1\u4ef7\u8d70\u52bf\uff0cTilray\u6700\u8fd1\u51e0\u4e2a\u5b63\u5ea6\u7684\u4e1a\u7ee9\u4e0d\u751a\u7406\u60f3\uff0c\u76f4\u5230\u56db\u5b63\u62a5\u7684\u53d1\u5e03\uff01<\/p>\n

\u5468\u4e09\u76d8\u540e\uff0c\u8be5\u52a0\u62ff\u5927\u5927\u9ebb\u751f\u4ea7\u5546\u53d1\u5e03\u56db\u5b63\u62a5\uff0c\u80a1\u4ef7\u76d8\u540e\u66b4\u6da89%\u3002Tilray\u7684\u56db\u5b63\u62a5\u4e1a\u7ee9\u4ee4\u4eba\u6b22\u6b23\u9f13\u821e\uff0c\u503c\u5f97\u4e00\u4e2a\u5927\u5927\u7684\u8d5e\uff0c\u7406\u7531\u5982\u4e0b\uff1a<\/p>\n

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<\/strong>\u300a\u5317\u7f8e\u5927\u9ebb\u6295\u8d44\u624b\u518c2020<\/strong>\u300b<\/strong><\/a>\uff0c\u83b7\u53d6\u6700\u5168\u9762\u7684\u4e2d\u6587\u5927\u9ebb\u6295\u8d44\u624b\u518c\u3002<\/strong><\/p>\n

1. \u6536\u5165\u53cd\u5f39<\/h2>\n

2020\u5e74\u4e09\u5b63\u5ea6\uff0cTilray\u62a5\u544a\u603b\u6536\u5165\u4e0e\u4e0a\u5e74\u540c\u671f\u6301\u5e73\uff0c\u5176\u4e2d\u5927\u9ebb\u6536\u5165\u540c\u6bd4\u8fd8\u4e0b\u964d\u4e8611%\uff0c\u4f46\u56db\u5b63\u5ea6\u6536\u5165\u5f00\u59cb\u53cd\u5f39\u3002<\/p>\n

\u5177\u4f53\u6765\u770b\uff0cTilray\u516c\u544aQ4\u603b\u6536\u5165$5660\u4e07\uff0c\u540c\u6bd4\u73af\u6bd4\u5206\u522b\u589e\u957f20.5%\u548c10%\uff0c\u5176\u4e2d\u5927\u9ebb\u6536\u5165\u540c\u6bd4\u66b4\u589e46%\u81f3$4120\u4e07\u3002\u5982\u679c\u518d\u7ec6\u5206\u6765\u770b\uff0c\u6536\u5165\u589e\u957f\u7684\u4e3b\u8981\u9a71\u52a8\u529b\u5305\u62ec\u56fd\u9645\u836f\u7528\u5927\u9ebb\u9500\u552e\u989d\u589e\u957f191%\uff0c\u4ee5\u53ca\u52a0\u62ff\u5927\u6210\u4eba\u7528\u5a31\u4e50\u5927\u9ebb\u9500\u552e\u989d\u589e\u957f49%\u3002<\/p>\n

\u552f\u4e00\u7f8e\u4e2d\u4e0d\u8db3\u7684\u662f\uff0c\u5de5\u4e1a\u5927\u9ebb\u6536\u5165\u540c\u6bd4\u4e0b\u964d18%\u81f3$1530\u4e07\u3002Tilray\u5c06\u8be5\u4e1a\u52a1\u6536\u5165\u4e0b\u6ed1\u5f52\u56e0\u4e8e\u4e00\u4f4d\u5927\u5ba2\u6237\u8f6c\u5411\u81ea\u6709\u54c1\u724c\u4ea7\u54c1\uff0c\u4ee5\u53ca\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u5bfc\u81f4\u6d88\u8d39\u8005\u8d2d\u7269\u6a21\u5f0f\u53d1\u751f\u6539\u53d8\u3002<\/p>\n

2. \u6bdb\u5229\u6da6\u7387\u63d0\u5347<\/h2>\n

Tilray\u4e09\u5b63\u5ea6\u7684\u6bdb\u5229\u6da6\u7387\u53ea\u6709\u53ef\u601c\u76847%\uff0c\u4f46\u56db\u5b63\u5ea6\u5c31\u5347\u5230\u4e8629%\uff0c\u540c\u6bd4\u63d0\u5347\u66f4\u662f\u660e\u663e\u2014\u2014\u516c\u53f82019\u5e74Q4\u7684\u6bdb\u5229\u6da6\u7387\u662f\u8d1f\u7684121%\u3002\u9664\u4e86\u6536\u5165\u7684\u589e\u957f\uff0c\u8be5\u516c\u53f8\u6bdb\u5229\u6da6\u7387\u63d0\u5347\u66f4\u4e3b\u8981\u7684\u539f\u56e0\u662f\u9500\u552e\u6210\u672c\uff08COS\uff09\u7684\u5927\u5e45\u4e0b\u6ed1\u3002<\/p>\n

\u76f8\u6bd4\u4e0a\u5e74\u540c\u671f\uff0cTilray\u7684\u5b58\u8d27\u4f30\u4ef7\u8c03\u6574\u5927\u5e45\u4e0b\u964d\uff0c\u8fdb\u800c\u5e26\u52a8\u9500\u552e\u6210\u672c\u5927\u5e45\u4e0b\u964d\u3002\u4e0d\u8fc7\uff0c\u516c\u53f8\u6bcf\u514b\u5927\u9ebb\u7684\u5e73\u5747\u51c0\u6210\u672c\u540c\u6bd4\u4e0a\u5347\uff0c\u4e3b\u8981\u539f\u56e0\u662f\u8db8\u552e\u7684\u7ec8\u6b62\uff0c\u53e6\u5916\u8fd8\u6709\u5927\u9ebb\u884d\u751f\u4ea7\u54c1\u9500\u552e\u989d\u7684\u6bd4\u91cd\u63d0\u9ad8\uff08\u6210\u672c\u9ad8\u4e8e\u5927\u9ebb\u5e72\u54c1\uff09\u3002<\/p>\n

3. \u8c03\u6574\u540eEBITDA\u8f6c\u6b63<\/h2>\n

Tilray\u56db\u5b63\u62a5\u6700\u8ba9\u4eba\u5174\u594b\u7684\u6d88\u606f\u662f\u516c\u53f8\u8c03\u6574\u540e\u7a0e\u606f\u6298\u65e7\u53ca\u644a\u9500\u524d\u5229\u6da6\uff08EBITDA\uff09\u8f6c\u6b63\uff0c\u4ece\u4e0a\u5e74\u540c\u671f\u7684\u8c03\u6574\u540eEBITDA\u4e8f\u635f$3530\u4e07\uff0c\u4ee5\u53ca\u4e09\u5b63\u5ea6\u7684\u4e8f\u635f$150\u4e07\uff0c\u8f6c\u4e3a\u76c8\u5229$220\u4e07\uff0c\u5b9e\u73b0\u4e86\u516c\u53f8\u6b64\u524d\u5b9a\u4e0b\u7684\u76ee\u6807\u3002<\/p>\n

EBITDA\u8f6c\u6b63\u7684\u4fc3\u8fdb\u56e0\u7d20\u5305\u62ec\u6536\u5165\u7684\u5f3a\u52b2\u53cd\u5f39\u4ee5\u53ca\u5927\u89c4\u6a21\u7684\u6210\u672c\u524a\u51cf\u63aa\u65bd\u3002<\/p>\n

\u6295\u8d44\u8005\u5c06\u8fce\u6765\u4e00\u4e2a\u5168\u65b0\u7684\u201cTilray\u201d<\/h2>\n

Tilray\u4e0eAphria\u7684\u5408\u5e76\u4ea4\u6613\u9884\u8ba1\u5c06\u4e8e2021\u5e74\u4e8c\u5b63\u5ea6\u5b8c\u6210\uff0c\u5c4a\u65f6\u5408\u5e76\u516c\u53f8\u5c06\u6cbf\u7528Tilray\u7684\u516c\u53f8\u540d\u79f0\u3002\u5408\u5e76\u4e4b\u540e\uff0cAphria\u80a1\u4e1c\u5c06\u6301\u6709\u5408\u5e76\u516c\u53f862%\u7684\u80a1\u6743\uff0c\u516c\u53f8\u73b0\u6709\u8463\u4e8b\u957f\u517c\u9996\u5e2d\u6267\u884c\u5b98Irwin Simon\u5c06\u7ee7\u7eed\u51fa\u4efb\u76f8\u540c\u7684\u804c\u4f4d\u3002\u8463\u4e8b\u4f1a\u5e2d\u4f4d\u65b9\u9762\uff0cAphria\u5c06\u5360\u6709\u4e03\u4e2a\u5e2d\u4f4d\uff0cTilray\u7684\u4e24\u540d\u73b0\u4efb\u8463\u4e8b\u5c06\u52a0\u5165\u5408\u5e76\u516c\u53f8\u7684\u8463\u4e8b\u4f1a\u5e76\u63d0\u540d\u4e00\u540d\u65b0\u8463\u4e8b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u4eca\u5e74\u4ee5\u6765\uff0c\u52a0\u62ff\u5927\u5927\u9ebb\u80a1Tilray Inc.\uff08NASDAQ:TLRY\uff09\u8ba9\u6295\u8d44\u8005\u60ca\u559c\u8fde\u8fde\uff0c\u80a1\u4ef7\u4e5f\u66b4\u6da8\u5230\u539f\u6765\u7684\u56db\u500d […]<\/p>\n","protected":false},"author":27,"featured_media":370430,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[766],"class_list":["post-370429","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-766","sectors-1204","locations-canada-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/370429","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=370429"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/370429\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/370430"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=370429"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=370429"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=370429"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}