{"id":403214,"date":"2021-11-02T17:38:28","date_gmt":"2021-11-03T00:38:28","guid":{"rendered":"https:\/\/nai500.com\/?p=403214"},"modified":"2021-11-02T17:38:28","modified_gmt":"2021-11-03T00:38:28","slug":"%e6%8a%95%e8%b5%84%e5%a4%a7%e9%ba%bb-%e6%8c%a3%e5%a4%a7%e9%92%b1-%e6%8a%93%e4%bd%8f-3%e5%8f%aa-%e5%a4%a7%e9%ba%bb%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2021\/11\/%e6%8a%95%e8%b5%84%e5%a4%a7%e9%ba%bb-%e6%8c%a3%e5%a4%a7%e9%92%b1-%e6%8a%93%e4%bd%8f-3%e5%8f%aa-%e5%a4%a7%e9%ba%bb%e8%82%a1\/","title":{"rendered":"\u60f3\u8981\u6295\u8d44\u5927\u9ebb\u6323\u5927\u94b1\uff0c\u73b0\u5728\u5c31\u6293\u4f4f\u8fd93\u53ea\u5927\u9ebb\u80a1"},"content":{"rendered":"

\u5927\u9ebb\u884c\u4e1a\u4e0d\u4e4f\u6210\u957f\u80a1\uff0c\u800c\u6295\u8d44\u8005\u9700\u8981\u7684\u53ea\u662f\u4e00\u70b9\u8010\u5fc3\u3002\u7f8e\u56fd\u5927\u9ebb\u5e02\u573a\u6b63\u84ec\u52c3\u53d1\u5c55\uff0c\u4e0d\u4ec5\u56fd\u5185\u7684\u5927\u9ebb\u516c\u53f8\u53ae\u6740\u5f97\u5389\u5bb3\uff0c\u52a0\u62ff\u5927\u7684\u5927\u9ebb\u80a1\u4e5f\u8822\u8822\u6b32\u52a8\uff0c\u60f3\u8981\u4ece\u4e2d\u5206\u5f97\u4e00\u676f\u7fb9\u3002\u53ef\u4f9b\u6295\u8d44\u8005\u9009\u62e9\u7684\u5927\u9ebb\u80a1\u5f88\u591a\uff0c\u4f46\u60f3\u8981\u6295\u8d44\u5927\u9ebb\u5b9e\u73b0\u8d44\u4ea7\u5927\u5e45\u5347\u503c\uff0c\u73b0\u5728\u5c31\u5e94\u8be5\u628a\u63e1\u4f4f\u8fd93\u53ea\u5927\u9ebb\u80a1\u7684\u673a\u4f1a\u3002<\/p>\n

\u7f8e\u56fd\u5927\u9ebb\u80a1Green Thumb Industries\u6301\u6709\u5927\u91cf\u5927\u9ebb\u724c\u7167\uff0c\u6269\u5f20\u5728\u5373\uff0cColumbia Care\u7784\u51c6\u5927\u9ebb\u724c\u7167\u9650\u53d1\u5dde\u7cbe\u8015\u7ec6\u4f5c\uff0c\u800c\u5b8c\u6210\u4e86\u4e0eAphria\u5408\u5e76\u7684\u52a0\u62ff\u5927\u5927\u9ebb\u516c\u53f8Tilray\u5219\u8981\u8d70\u5411\u5168\u7403\u3002<\/p>\n

1. Green Thumb Industries<\/h2>\n

\u603b\u90e8\u4f4d\u4e8e\u4f0a\u5229\u8bfa\u4f0a\u5dde\u7684\u5927\u9ebb\u8de8\u5dde\u8fd0\u8425\u5546\uff08MSO\uff09Green Thumb Industries Inc.\uff08CSE: GTII<\/a>\uff09\uff08OTCQX: GTBIF<\/a>\uff09\u63d0\u4f9bBeboe\u3001Dogwalkers\u3001Dr. Solomon’s\u548cIncredibles\u7b49\u54c1\u724c\u7684\u533b\u7528\u548c\u5a31\u4e50\u5927\u9ebb\u4ea7\u54c1\u3002<\/p>\n

\u516c\u53f8\u4e8c\u5b63\u5ea6\uff08\u622a\u81f36\u670830\u65e5\uff09\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f85%\u81f3$2.22\u4ebf\uff0c\u5176\u4e2d\u4f0a\u5229\u8bfa\u4f0a\u5dde\u548c\u5bbe\u5915\u6cd5\u5c3c\u4e9a\u5dde\u662f\u9a71\u52a8\u6536\u5165\u589e\u957f\u6700\u591a\u7684\u4e24\u4e2a\u5927\u9ebb\u5e02\u573a\u3002\u53bb\u5e74\u5927\u9ebb\u5408\u6cd5\u5316\u4ee5\u6765\uff0c\u4f0a\u5229\u8bfa\u4f0a\u5dde\u7684\u5a31\u4e50\u5927\u9ebb\u9500\u552e\u989d\u5341\u5206\u4eae\u773c\u3002\u6b64\u5916\uff0cGreen Thumb\u4e8c\u5b63\u5ea6\u76c8\u5229$2200\u4e07\uff0c\u8fde\u7eed4\u4e2a\u5b63\u5ea6\u5b9e\u73b0\u76c8\u5229\uff0c\u4e0a\u4e00\u5e74\u540c\u671f\u51c0\u4e8f\u635f$1300\u4e07\u3002<\/p>\n

\u622a\u81f310\u6708\uff0c\u8be5\u516c\u53f8\u603b\u8ba1\u62e5\u670965\u5bb6\u5927\u9ebb\u96f6\u552e\u5e97\uff0c\u540c\u65f6\u6301\u6709\u7f8e\u56fd14\u4e2a\u5dde\u7684111\u5f20\u96f6\u552e\u5e97\u724c\u7167\u3002\u7531\u4e8e\u5927\u9ebb\u5728\u8054\u90a6\u5c42\u9762\u8fd8\u662f\u975e\u6cd5\u7684\uff0c\u591a\u6570\u5dde\u5728\u5927\u9ebb\u724c\u7167\u53d1\u653e\u4e0a\u5361\u5f97\u5f88\u4e25\uff0c\u53d1\u724c\u5ba1\u6279\u8fc7\u7a0b\u4e5f\u5341\u5206\u7e41\u590d\u6f2b\u957f\u3002<\/p>\n

\u56e0\u6b64\uff0c\u5927\u9ebb\u724c\u7167\u591a\u4e5f\u662f\u4e00\u5927\u4f18\u52bf\uff0c\u8fd9\u6709\u52a9\u4e8eGreen Thumb\u5feb\u901f\u63a8\u8fdb\u6269\u5f20\u8ba1\u5212\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u5728\u65b0\u6cfd\u897f\u5dde\uff08\u6700\u8fd1\u5a31\u4e50\u5927\u9ebb\u5408\u6cd5\u5316\uff09\u5f00\u8bbe\u4e86\u7b2c3\u5bb6\u5e97\u3002\u4e0d\u8fc7\uff0c\u96f6\u552e\u9500\u552e\u8fd8\u8981\u7b49\u52302022\u5e74\u3002\u516c\u53f8\u4e09\u5b63\u62a5\u5c06\u4e8e11\u670810\u65e5\u53d1\u5e03\uff0c\u5c4a\u65f6\u8be5\u516c\u53f8\u6216\u5c06\u62ab\u9732\u6709\u5173\u589e\u957f\u6218\u7565\u7684\u66f4\u591a\u7ec6\u8282\u3002<\/p>\n

2. Columbia Care<\/h2>\n

\u7f8e\u56fd\u5927\u9ebbMSO Columbia Care Inc\uff08CSE: CCHW<\/a>\uff09\uff08OTCQX: CCHWF<\/a>\uff09\u91c7\u53d6\u7684\u806a\u660e\u7684\u7b56\u7565\u662f\u7784\u51c6\u7c7b\u4f3c\u4fc4\u4ea5\u4fc4\u5dde\u3001\u5f17\u5409\u5c3c\u4e9a\u5dde\u4ee5\u53ca\u5bbe\u5915\u6cd5\u5c3c\u4e9a\u5dde\u7b49\u5927\u9ebb\u724c\u7167\u9650\u53d1\u5e02\u573a\u5e76\u7cbe\u8015\u7ec6\u4f5c\uff0c\u57f9\u80b2\u5ba2\u6237\u5bf9\u516c\u53f8\u4ea7\u54c1\u7684\u5fe0\u8bda\u5ea6\u3002\u8fd9\u4e00\u7b56\u7565\u4e5f\u53d6\u5f97\u4e86\u4e0d\u9519\u7684\u6548\u679c\u3002Columbia Care\u603b\u6536\u5165\u540c\u6bd4\u66b4\u589e232%\u81f3$1.09\u4ebf\uff0c\u8c03\u6574\u540e\u7a0e\u606f\u6298\u65e7\u53ca\u644a\u9500\u524d\u5229\u6da6\uff08EBITDA\uff09$1600\u4e07\uff0c\u4e0a\u4e00\u5e74\u540c\u671f\u4e3a\u4e8f\u635f$470\u4e07\u3002<\/p>\n

\u6b64\u5916\uff0c\u8be5\u5927\u9ebb\u516c\u53f8\u8fd8\u8fdb\u5165\u4e86\u7ebd\u7ea6\u5dde\u3001\u65b0\u6cfd\u897f\u5dde\u4ee5\u53ca\u6700\u8fd1\u5b9e\u73b0\u5927\u9ebb\u5408\u6cd5\u5316\u7684\u4e9a\u5229\u6851\u90a3\u5dde\uff0c\u4e0d\u4e4f\u589e\u957f\u673a\u4f1a\u3002Columbia Care\u5728\u4e9a\u5229\u6851\u90a3\u5dde\u7684\u5927\u9ebb\u6536\u5165\u73af\u6bd4\u589e\u957f23%\uff0c\u4f0a\u5229\u8bfa\u4f0a\u5dde\uff082020\u5e741\u6708\u5b9e\u73b0\u5a31\u4e50\u5927\u9ebb\u5408\u6cd5\u5316\uff09\u589e\u957f15%\u3002<\/p>\n

Columbia Care\u4e8c\u5b63\u5ea6\u7684\u6bdb\u5229\u7387\u4ece\u4e0a\u5e74\u540c\u671f\u768436%\u5347\u81f342%\uff0c\u8425\u4e1a\u8d39\u7528\u4ece2020\u5e74\u4e8c\u5b63\u5ea6\u7684$6100\u4e07\u964d\u81f3$5100\u4e07\u3002\u7ba1\u7406\u5c42\u9884\u8ba1\u5168\u5e74\u6536\u5165\u5728$5.00-5.30\u4ebf\u533a\u95f4\uff0c\u8c03\u6574\u540eEBITDA\u533a\u95f4$0.95-1.05\u4ebf\u3002\u516c\u53f8\u5c1a\u672a\u76c8\u5229\uff0c\u4f46\u968f\u7740\u6536\u5165\u7684\u4e0d\u65ad\u4e0a\u5347\uff0c\u6301\u7eed\u7684EBITDA\u4ee5\u53ca\u6210\u672c\u7684\u4e0b\u6ed1\uff0c\u5b9e\u73b0\u626d\u4e8f\u4e3a\u76c8\u4e0d\u4f1a\u592a\u4e45\u3002<\/p>\n

3. Tilray<\/h2>\n

\u76f8\u6bd4Canopy Growth Corporation\uff08TSX: WEED\uff09\uff08NASDAQ: CGC\uff09\u548cAurora Cannabis Inc\uff08TSX: ACB\uff09\uff08NASDAQ: ACB\uff09\u7b49\u5176\u4ed6\u52a0\u62ff\u5927\u5927\u9ebb\u80a1\uff0c\u5b8c\u6210\u4e0eAphria\u5408\u5e76\u7684\u65b0\u7684Tilray Inc.\uff08TSX: TLRY<\/a>\uff09\uff08NASDAQ:TLRY<\/a>\uff09\u66f4\u6709\u5438\u5f15\u529b\u3002<\/p>\n

\u516c\u53f8\u7b2c\u56db\u8d22\u5b63\uff08\u622a\u81f35\u670831\u65e5\uff09\u7684\u8d22\u62a5\u4e1a\u7ee9\u975e\u5e38\u51fa\u8272\uff0c\u51c0\u6536\u5165\u589e\u957f25%\u81f3$1.42\u4ebf\uff0c2021\u8d22\u5e74\u51c0\u6536\u5165\u5728$5\u4ebf\u5de6\u53f3\u3002\u6b64\u5916\uff0c\u516c\u53f8\u62a5\u544a\u51c0\u5229\u6da6$3360\u4e07\uff0c\u4e0a\u4e00\u5e74\u540c\u671f\u51c0\u4e8f\u635f$8430\u4e07\u3002<\/p>\n

\u65b0\u7684Tilray\u5728\u6b27\u6d32\u5e02\u573a\u5360\u636e\u6781\u5927\u7684\u4f18\u52bf\u3002Aphria\u5df2\u7ecf\u5728\u6b27\u6d32\u53ca\u5176\u4ed6\u56fd\u5bb6\u5e7f\u6cdb\u5e03\u5c40\uff0c\u52a0\u4e0aTilray\u5728\u8461\u8404\u7259\u7684\u4f4e\u6210\u672c\u751f\u4ea7\u8bbe\u65bd\uff0c\u7ba1\u7406\u5c42\u9884\u8ba1\u5c06\u5411\u6ce2\u5170\u3001\u610f\u5927\u5229\u3001\u82f1\u56fd\u3001\u6cd5\u56fd\u3001\u8377\u5170\u4ee5\u53ca\u4ee5\u8272\u5217\u6269\u5f20\u3002\u5168\u7403\u5316\u5e03\u5c40\u7684Tilray\u6216\u8bb8\u5c06\u6210\u4e3a\u4e00\u5bb6\u9876\u5c16\u7684\u5927\u9ebb\u516c\u53f8\u3002<\/p>\n

\u6b64\u5916\uff0cTilray\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u7a33\u5065\uff0c\u5e74\u672b\u6301\u6709\u73b0\u91d1\u53ca\u73b0\u91d1\u7b49\u4ef7\u7269$4.885\u4ebf\u3002\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u5df2\u7ecf\u5b9e\u73b0\u4e86\u5408\u5e76\u5e26\u6765\u7684$3500\u4e07\u7684\u6210\u672c\u534f\u540c\u6548\u5e94\uff0c\u5e76\u4e14\u6709\u671b\u5728\u672a\u676516\u4e2a\u6708\u5b9e\u73b0$8000\u4e07\u7684\u76ee\u6807\u3002<\/p>\n

\u5206\u6790\u5e08\u9884\u8ba1Green Thumb\u3001Columbia Care\u548cTilray\u8fd93\u53ea\u5927\u9ebb\u80a1\u80a1\u4ef7\u672a\u676512\u4e2a\u6708\u5c06\u5206\u522b\u4e0a\u6da861%\u3001173%\u548c39%\u3002\u603b\u7ed3\u8fd93\u53ea\u5927\u9ebb\u80a1\u7684\u6295\u8d44\u4f9d\u636e\uff0c\u5305\u62ec\u806a\u660e\u7684\u589e\u957f\u6218\u7565\u548c\u7a33\u5065\u7684\u8d22\u52a1\uff08\u4f53\u73b0\u5728\u6536\u5165\u7684\u5927\u5e45\u589e\u957f\u4e2d\uff09\uff0c\u6e05\u6670\u7684\u76c8\u5229\u8def\u5f84\uff0c\u4ee5\u53ca\u7a33\u5065\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5927\u9ebb\u884c\u4e1a\u4e0d\u4e4f\u6210\u957f\u80a1\uff0c\u800c\u6295\u8d44\u8005\u9700\u8981\u7684\u53ea\u662f\u4e00\u70b9\u8010\u5fc3\u3002\u7f8e\u56fd\u5927\u9ebb\u5e02\u573a\u6b63\u84ec\u52c3\u53d1\u5c55\uff0c\u4e0d\u4ec5\u56fd\u5185\u7684\u5927\u9ebb\u516c\u53f8\u53ae\u6740\u5f97\u5389\u5bb3\uff0c\u52a0\u62ff\u5927\u7684 […]<\/p>\n","protected":false},"author":27,"featured_media":403217,"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-403214","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\/403214","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=403214"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/403214\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/403217"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=403214"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=403214"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=403214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}