{"id":385489,"date":"2021-06-08T16:57:59","date_gmt":"2021-06-08T23:57:59","guid":{"rendered":"https:\/\/nai500.com\/?p=385489"},"modified":"2021-06-08T16:57:59","modified_gmt":"2021-06-08T23:57:59","slug":"%e6%8a%95%e8%b5%84-%e4%b8%89%e5%8f%aa-%e5%a4%a7%e9%ba%bb%e8%82%a1-%e4%b8%80%e7%99%be%e4%b8%87","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2021\/06\/%e6%8a%95%e8%b5%84-%e4%b8%89%e5%8f%aa-%e5%a4%a7%e9%ba%bb%e8%82%a1-%e4%b8%80%e7%99%be%e4%b8%87\/","title":{"rendered":"\u6295\u8d44\u8fd9\u4e09\u53ea\u5927\u9ebb\u80a1\uff0c\u5b9e\u73b0\u6323\u4ed6\u4e2a\u4e00\u767e\u4e07\u7684\u5c0f\u76ee\u6807"},"content":{"rendered":"<p>2020\u5e74\u75ab\u60c5\u671f\u95f4\uff0c\u7f8e\u56fd\u548c\u52a0\u62ff\u5927\u5c06\u5927\u9ebb\u5217\u4e3a\u201c\u5fc5\u9700\u201d\u5546\u54c1\uff0c\u523a\u6fc0\u5927\u9ebb\u884c\u4e1a\u5f3a\u52b2\u589e\u957f\uff0c\u5176\u4e2d\u7f8e\u56fd\u5408\u6cd5\u5927\u9ebb\u53bb\u5e74\u7684\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f46%\u81f3$170\u4ebf\u3002\u4eca\u5e74\u4e5f\u662f\u5982\u6b64\uff0c\u8fdb\u800c\u9a71\u52a8\u5927\u9ebb\u80a1\u6536\u5165\u548c\u76c8\u5229\u7684\u589e\u957f\uff0c\u5f88\u591a\u7f8e\u56fd\u5927\u9ebb\u80a1\u6700\u8fd1\u5b63\u5ea6\u7684\u9500\u552e\u989d\u5b9e\u73b0\u4e86\u4e09\u4f4d\u6570\u7684\u589e\u957f\u3002<\/p>\n<p>2020\u5e74\u51f8\u663e\u4e86\u533b\u7597\u4fdd\u5065\u884c\u4e1a\u5bf9\u6295\u8d44\u8005\u7684\u91cd\u8981\u6027\u3002\u90e8\u5206\u75ab\u82d7\u80a1\u83b7\u5f97\u4e86\u51e0\u500d\u751a\u81f3\u5341\u51e0\u500d\u7684\u56de\u62a5\u3002\u90a3\u4e48\u63a5\u4e0b\u6765\u5462?\u00a0\u5173\u6ce8\u90a3\u4e9b\u7ad9\u5728\u65b0\u7597\u6cd5\u3001\u65b0\u6280\u672f\u548c\u65b0\u5668\u68b0\u6700\u524d\u6cbf\u7684\u516c\u53f8\uff0c\u5c31\u80fd\u53d1\u73b0\u80a1\u5e02\u4e0b\u4e00\u6ce2\u884c\u60c5\u7684\u4e3b\u8981\u63a8\u52a8\u8005\uff01<\/p>\n<p><a href=\"https:\/\/nai500.com\/zh-hans\/events\/gcff-2021-healthcare-investment\/\">2021\u5e74GCFF\u7ebf\u4e0a\u6295\u8d44\u4f1a\u8bae \u2013 \u533b\u7597\u4fdd\u5065\u6295\u8d44\u4f1a\u8bae<\/a>\u5c06\u4e8e2021\u5e746\u670810\u65e5\u4e3e\u529e\uff0c\u4e00\u4e9b\u5d2d\u9732\u5934\u89d2\u7684\u5c0f\u578b\u533b\u7597\u4fdd\u5065\u516c\u53f8\u5c06\u4e3a\u6295\u8d44\u8005\u5e26\u6765\u4e86\u4e00\u4e9b\u975e\u5e38\u5f15\u4eba\u77a9\u76ee\u7684\u589e\u957f\u673a\u4f1a\u3002<a href=\"https:\/\/gcff-jun-2021-chn.eventbrite.ca\/?aff=NAI500PostSch\">\u73b0\u5728\u6ce8\u518c\u5427<\/a>\uff01<\/p>\n<p>\u5728\u6240\u6709\u7684\u5927\u9ebb\u80a1\u5f53\u4e2d\uff0cGreen Thumb Industries Inc.\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=GTII%3ACC\">CSE: GTII<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=GTBIF\">OTCQX: GTBIF<\/a>\uff09\u548cCresco Labs Inc.\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CL%3ACC\">CSE: CL<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CRLBF\">OTCQX: CRLBF<\/a>\uff09\uff0c\u4ee5\u53ca\u52a0\u62ff\u5927\u5927\u9ebb\u80a1Canopy Growth Corporation\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=WEED%3ACA\">TSX: WEED<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=CGC\">NASDAQ: CGC<\/a>\uff09\u6700\u88ab\u770b\u597d\u3002<\/p>\n<h2>1. Green Thumb Industries<\/h2>\n<p>Green Thumb 2021\u5e74\u4e00\u5b63\u5ea6\u6536\u5165\u589e\u957f89.5%\u81f3$1.944\u4ebf\uff0c\u5e76\u4e14\u6240\u572812\u4e2a\u5dde\u5168\u90e8\u5b9e\u73b0\u589e\u957f\u3002\u516c\u53f856\u5bb6\u96f6\u552e\u5e97\u4eba\u6d41\u91cf\u4e0a\u5347\uff0c\u5b63\u5ea6\u671f\u95f4\u8fd8\u65b0\u5f00\u4e8613\u5bb6\u5e97\u3002\u6b64\u5916\uff0c\u9500\u552e\u3001\u4e00\u822c\u548c\u7ba1\u7406\u8d39\u7528\uff08SG&amp;A\uff09\u964d\u81f3$5900\u4e07\uff0c\u5360\u603b\u6536\u5165\u7684\u6bd4\u91cd\u4ece\u4e0a\u5e74\u540c\u671f\u768444%\u964d\u81f330%\uff0c\u9a71\u52a8\u8c03\u6574\u540e\u7a0e\u606f\u6298\u65e7\u53ca\u644a\u9500\u524d\u5229\u6da6\uff08EBITDA\uff09\u518d\u6b21\u4e3a\u6b63\uff0c\u5e76\u4e14\u4ece\u4e0a\u5e74\u540c\u671f\u7684$2550\u4e07\u5347\u81f3$7100\u4e07\u3002\u9664\u4e86\u6b63\u7684\u8c03\u6574\u540eEBITDA\uff0c\u8be5\u5927\u9ebb\u80a1\u8fd8\u626d\u4e8f\u4e3a\u76c8\uff0c\u5b9e\u73b0\u4e86$1000\u4e07\u7684\u51c0\u5229\u6da6\uff0c\u4e0a\u5e74\u540c\u671f\u4e3a\u4e8f\u635f$420\u4e07\u3002<\/p>\n<p>\u516c\u53f8\u7ba1\u7406\u5c42\u6307\u51fa\uff0c\u6536\u5165\u589e\u957f\u7684\u7edd\u5927\u90e8\u5206\u6765\u81ea\u4e8e\u4f0a\u5229\u8bfa\u4f0a\u5dde\u548c\u5bbe\u5915\u6cd5\u5c3c\u4e9a\u5dde\u5e02\u573a\u3002\u8be5\u5927\u9ebb\u80a1\u6240\u5728\u7684\u4f0a\u5229\u8bfa\u4f0a\u5dde2020\u5e741\u6708\u624d\u5b9e\u73b0\u4e86\u5a31\u4e50\u5927\u9ebb\u7684\u5408\u6cd5\u5316\uff0c\u4f462021\u5e74\u6210\u4eba\u7528\u5927\u9ebb\u9500\u552e\u989d\u9884\u8ba1\u603b\u8ba1\u5c06\u8fbe$10\u4ebf\u3002\u5bbe\u5915\u6cd5\u5c3c\u4e9a\u5dde\u7684\u5a31\u4e50\u5927\u9ebb\u5408\u6cd5\u5316\u8fd8\u5728\u63a8\u8fdb\u8fc7\u7a0b\u4e2d\u3002\u6b64\u5916\uff0cGreen Thumb\u901a\u8fc7100%\u6536\u8d2dDharma Pharmaceuticals\u8fdb\u5165\u5f17\u5409\u5c3c\u4e9a\u5dde\u5e02\u573a\uff0c\u83b7\u5f97\u8be5\u5dde\u4e94\u5f20\u5782\u76f4\u724c\u7167\u5f53\u4e2d\u7684\u4e00\u5f20\u3002\u5f17\u5409\u5c3c\u4e9a\u5dde\u4eca\u5e74\u4e03\u6708\u5b9e\u73b0\u4e86\u5a31\u4e50\u5927\u9ebb\u7684\u5408\u6cd5\u5316\uff0c\u4f46\u96f6\u552e\u9500\u552e\u8981\u52302024\u5e741\u67081\u65e5\u624d\u4f1a\u542f\u52a8\u3002<\/p>\n<h2>2. Cresco Labs<\/h2>\n<p>\u603b\u90e8\u4f4d\u4e8e\u4f0a\u5229\u8bfa\u4f0a\u5dde\u7684\u5927\u9ebb\u80a1Cresco Labs\u4e5f\u53d7\u76ca\u4e8e\u8be5\u5dde\u7684\u5927\u9ebb\u5408\u6cd5\u5316\u3002\u8be5\u516c\u53f8\u53d1\u5e03\u7684\u4e00\u5b63\u62a5\uff08\u622a\u81f33\u670831\u65e5\uff09\u663e\u793a\uff0c\u6536\u5165\u540c\u6bd4\u589e\u957f169%\u81f3$1.78\u4ebf\uff0c\u5176\u4e2d24\u5bb6\u5e97\u7684\u96f6\u552e\u6536\u5165\u66b4\u589e193%\u81f3$8300\u4e07\uff0c\u6279\u53d1\u6536\u5165\u589e\u957f151%\u81f3$9600\u4e07\u3002\u8c03\u6574\u540eEBITDA\u4ece\u4e0a\u5e74\u540c\u671f\u7684\u4e8f\u635f$850\u4e07\u8f6c\u4e3a\u6b63\u7684$3500\u4e07\u3002\u6b64\u5916\uff0c\u6309\u7167\u8be5\u516c\u53f8\u6536\u5165\u548cEBITDA\u7684\u589e\u957f\u52bf\u5934\uff0c\u8be5\u5927\u9ebb\u80a1\u6709\u671b\u4e0d\u4e45\u4e4b\u540e\u5c31\u80fd\u5b9e\u73b0\u76c8\u5229\u3002Cresco\u7684\u7ba1\u7406\u5c42\u5e0c\u671b\u52302021\u5e74\u5e95\u5b9e\u73b0\u5e74\u5316\u6536\u5165\u8d85\u8fc7$10\u4ebf\uff0c\u4ee5\u53ca\u8c03\u6574\u540eEBITDA\u5229\u6da6\u7387\u81f3\u5c1130%\u7684\u76ee\u6807\u3002<\/p>\n<h2>3. Canopy Growth<\/h2>\n<p>Canopy Growth\u5c1a\u672a\u76c8\u5229\uff0c\u4f46\u8be5\u516c\u53f8\u6b63\u5728\u52aa\u529b\u7a33\u6b65\u589e\u52a0\u6536\u5165\u548c\u964d\u4f4eEBITDA\u635f\u5931\u3002\u8be5\u5927\u9ebb\u80a12021\u8d22\u5e74\u4e09\u5b63\u5ea6\uff08\u622a\u81f312\u670831\u65e5\uff09\u7684\u6536\u5165\u540c\u6bd4\u589e\u957f23%\u81f31.53\u4ebf\u52a0\u5143\uff0c\u9500\u552e\u3001\u4e00\u822c\u548c\u7ba1\u7406\u8d39\u7528\uff08SG&amp;A\uff09\u964d\u81f31.44\u4ebf\u52a0\u5143\uff0cEBITDA\u4e8f\u635f\u4ece\u4e0a\u5e74\u540c\u671f\u76849700\u4e07\u52a0\u5143\u6536\u7a84\u81f36800\u4e07\u52a0\u5143\u3002\u516c\u53f8\u9884\u8ba12022\u8d22\u5e74\u4e0b\u534a\u5e74\u5b9e\u73b0\u6b63\u7684\u8c03\u6574\u540eEBITDA\u3002<\/p>\n<p>\u5728\u996e\u6599\u5de8\u5934\u661f\u5ea7\u54c1\u724c\u7684\u652f\u6301\u4e0b\uff0cCanopy\u7684\u8d22\u52a1\u72b6\u51b5\u826f\u597d\u3002\u76ee\u524d\u661f\u5ea7\u54c1\u724c\u6301\u6709\u8be5\u5927\u9ebb\u80a138.6%\u7684\u80a1\u4efd\u3002\u6709\u4e86\u5f3a\u5927\u7684\u8d44\u91d1\u540e\u76fe\uff0cCanopy\u96c6\u4e2d\u7cbe\u529b\u53d1\u5c55\u5927\u9ebb\u884d\u751f\u4ea7\u54c1\u4e1a\u52a1\uff0c\u76ee\u524d\u5728\u52a0\u62ff\u5927\u5e02\u573a\u4e0a\u63a8\u51fa\u4e86\u5305\u62ec\u96fe\u5316\u5668\u3001\u5927\u9ebb\u98df\u54c1\u548c\u996e\u6599\u7b49\u4e00\u7cfb\u5217\u5927\u9ebb\u884d\u751f\u4ea7\u54c1\uff0c\u5e02\u573a\u53cd\u9988\u4e5f\u8fd8\u4e0d\u9519\u3002\u9664\u4e86\u6df1\u6316\u52a0\u62ff\u5927\u5927\u9ebb\u5e02\u573a\uff0c\u8be5\u5927\u9ebb\u80a1\u8fd8\u7f13\u6162\u8fdb\u5165\u7f8e\u56fd\u5e02\u573a\u3002\u6309\u7167Grand View Research\u7684\u9884\u6d4b\uff0c2021\u5e74\u81f32028\u5e74\u671f\u95f4\uff0c\u5168\u7403\u5408\u6cd5\u5927\u9ebb\u5e02\u573a\u5c06\u4ee526.7%\u7684\u5e74\u590d\u5408\u589e\u957f\u7387\u589e\u957f\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2020\u5e74\u75ab\u60c5\u671f\u95f4\uff0c\u7f8e\u56fd\u548c\u52a0\u62ff\u5927\u5c06\u5927\u9ebb\u5217\u4e3a\u201c\u5fc5\u9700\u201d\u5546\u54c1\uff0c\u523a\u6fc0\u5927\u9ebb\u884c\u4e1a\u5f3a\u52b2\u589e\u957f\uff0c\u5176\u4e2d\u7f8e\u56fd\u5408\u6cd5\u5927\u9ebb\u53bb\u5e74\u7684\u9500\u552e\u989d\u540c\u6bd4 [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":385491,"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":[],"class_list":["post-385489","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","sectors-1204","locations-canada-zh-hans","locations-us-zh-hans","exchange-cse-zh-hans","exchange-nasdaq-zh-hans","exchange-otcqx-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/385489","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=385489"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/385489\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/385491"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=385489"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=385489"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=385489"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}