{"id":410927,"date":"2022-01-14T19:14:54","date_gmt":"2022-01-15T03:14:54","guid":{"rendered":"https:\/\/nai500.com\/?p=410927"},"modified":"2022-01-14T19:16:15","modified_gmt":"2022-01-15T03:16:15","slug":"3%e5%8f%aa-%e5%8f%af%e5%86%8d%e7%94%9f-%e8%83%bd%e6%ba%90-%e8%82%a1%e7%a5%a8-%e7%88%86%e5%8f%91","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/01\/3%e5%8f%aa-%e5%8f%af%e5%86%8d%e7%94%9f-%e8%83%bd%e6%ba%90-%e8%82%a1%e7%a5%a8-%e7%88%86%e5%8f%91\/","title":{"rendered":"\u8fd93\u53ea\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u7968\u4eca\u5e74\u5927\u6982\u7387\u5c06\u8fce\u6765\u7206\u53d1"},"content":{"rendered":"<p>\u8fc7\u53bb\u4e00\u5e74\uff0c\u867d\u7136\u53ef\u518d\u751f\u80fd\u6e90\u7684\u547c\u58f0\u5f88\u9ad8\uff0c\u4f46\u662f\u80a1\u7968\u8868\u73b0\u603b\u4f53\u4e0d\u4f73\uff0c\u4f46\u662f\u4eca\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u7968\u53cd\u5f39\u7684\u53ef\u80fd\u6027\u6781\u5927\u3002Caldwell Investment Management\u603b\u88c1Brendan Caldwell\u9884\u8ba1\uff0c\u7531\u4e8e\u5b8f\u89c2\u73af\u5883\u7684\u6539\u5584\uff0c\u8be5\u884c\u4e1a\u7684\u4e1a\u7ee9\u4e5f\u4f1a\u66f4\u597d\u3002\u4ed6\u8868\u793a\uff0c\u201c\u6211\u559c\u6b22\u8fd9\u4e9b\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u7968\u7684\u4f9d\u636e\u662f\u786e\u4fe1\u4f60\u4eec\u4f1a\u770b\u5230\u5bf9\u80fd\u6e90\u7684\u6301\u7eed\u9700\u6c42\u3002\u201d<\/p>\n<p>Caldwell\u8865\u5145\u9053\uff0c\u201c\u6211\u4eec\u53ef\u80fd\u4f1a\u57282022\u5e74\u770b\u5230\u8fd9\u4e9b\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u7968\u8fce\u6765\u7b2c\u4e8c\u6625\u201d\u3002 \u76f8\u6bd4\u4e4b\u4e0b\uff0c<strong>Brookfield Renewable Partners<\/strong>\u00a0(<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=BEP.UN%3ACA\">TSX:BEP.UN<\/a>)<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=BEP\">(NYSE:BEP)<\/a>\u3001<strong>Northland Power<\/strong>\u00a0<a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=NPI%3ACA\">(TSX:NPI)<\/a>\u548c<strong>Boralex\u00a0<\/strong><a href=\"https:\/\/nai500.com\/zh-hans\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%AF%A2\/?qm_symbol=BLX%3ACA\">(TSX:BLX)<\/a>\u8fd9\u51e0\u53ea\u53ef\u518d\u751f\u80fd\u6e90\u6210\u957f\u80a1\uff0c\u6295\u8d44\u8005\u5982\u679c\u80fd\u4fdd\u6301\u4e00\u5b9a\u7684\u8010\u5fc3\uff0c\u5e94\u8be5\u4f1a\u6536\u83b7\u6ee1\u6ee1\u3002<\/p>\n<h2><strong>\u4e0d\u65ad\u589e\u957f\u7684\u673a\u4f1a<\/strong><\/h2>\n<p>Brookfield Renewable\u73b0\u5728\u6b63\u662f\u4e70\u5165\u673a\u4f1a\uff0c43.33\u52a0\u5143\u7684\u80a1\u4ef7\u6bd4\u4e00\u5e74\u524d\u4f4e\u4e8628%\uff0c\u4e0d\u8fc7\uff0c\u5e02\u573a\u5206\u6790\u5e08\u8ba4\u4e3a\u8be5\u80a112\u4e2a\u6708\u5185\u670922.46%\u81f347.15%\u7684\u6f5c\u5728\u4e0a\u5347\u7a7a\u95f4\u3002\u6b64\u5916\uff0c\u4f5c\u4e3a\u4e00\u53ea\u516c\u7528\u4e8b\u4e1a\u80a1\u7968\uff0c\u8be5\u80a1\u8fd8\u63d0\u4f9b3.6%\u7684\u80a1\u606f\u6536\u76ca\u7387\u3002<\/p>\n<p>\u8fd9\u5bb6\u5e02\u503c116.3\u4ebf\u52a0\u5143\u7684\u516c\u53f8\u6295\u8d44\u4e8e\u98ce\u80fd\u3001\u592a\u9633\u80fd\u548c\u6c34\u529b\u53d1\u7535\u8d44\u4ea7\uff0c\u8fd8\u5305\u62ec\u50a8\u80fd\u8bbe\u65bd\u3002\u53bb\u78b3\u5316\u5df2\u7ecf\u662f\u5927\u52bf\u6240\u8d8b\uff0c\u800cBrookfield\u7684\u8d44\u4ea7\u5206\u5e03\u5728\u5317\u7f8e\u3001\u5357\u7f8e\u3001\u6b27\u6d32\u548c\u4e9a\u6d32\u3002\u968f\u7740\u53bb\u78b3\u5316\u771f\u6b63\u6210\u4e3a\u5168\u7403\u8d8b\u52bf\uff0c\u8be5\u516c\u53f8\u5e94\u8be5\u4f1a\u5927\u5927\u53d7\u76ca\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98Connor Teskey\u8868\u793a\uff0c\u201c\u968f\u7740\u5168\u7403\u7ecf\u6d4e\u7684\u53bb\u78b3\u5316\u7ee7\u7eed\u4ece\u5e55\u540e\u8d70\u5411\u524d\u53f0\uff0c\u6211\u4eec\u6b63\u5904\u4e8e\u6709\u5229\u5730\u4f4d\uff0c\u53ef\u4ee5\u6293\u4f4f\u4e0d\u65ad\u589e\u957f\u7684\u673a\u4f1a\uff0c\u540c\u65f6\u4e3a\u6211\u4eec\u7684\u6295\u8d44\u8005\u8d62\u5f97\u4e30\u539a\u7684\u56de\u62a5\u3002\u201d\u6295\u8d44\u8005\u53ef\u4ee5\u671f\u5f85\uff0cBrookfield\u5c06\u83b7\u5f97\u66f4\u591a\u7684\u7535\u529b\u8d2d\u4e70\u534f\u8bae\u4ee5\u5916\u5305\u66f4\u591a\u7684\u53ef\u518d\u751f\u80fd\u6e90\u3002<\/p>\n<h2><strong>\u53ef\u6301\u7eed\u7684\u57fa\u7840\u8bbe\u65bd\u8d44\u4ea7<\/strong><\/h2>\n<p>\u603b\u90e8\u4f4d\u4e8e\u591a\u4f26\u591a\u7684Northland Power\u662f\u4e00\u5bb6\u6e05\u6d01\u548c\u7eff\u8272\u7684\u53ef\u6301\u7eed\u57fa\u7840\u8bbe\u65bd\u8d44\u4ea7\u7684\u5f00\u53d1\u5546\u3001\u5efa\u8bbe\u8005\u3001\u6240\u6709\u8005\u548c\u8fd0\u8425\u5546\u3002\u8fd9\u5bb6\u4ef7\u503c84.4\u4ebf\u52a0\u5143\u7684\u516c\u53f8\u662f\u52a0\u62ff\u5927\u9996\u6279\u72ec\u7acb\u53d1\u7535\u5546\uff08IPP\uff09\u4e4b\u4e00\u3002\u76ee\u524d\uff0cNorthland\u57288\u4e2a\u56fd\u5bb6\u5f00\u5c55\u4e1a\u52a1\uff0c\u5e76\u62e5\u6709\u5927\u91cf\u65e9\u671f\u548c\u4e2d\u671f\u7684\u53d1\u5c55\u673a\u4f1a\u3002<\/p>\n<p>Northland\u7684\u9ad8\u8d28\u91cf\u7535\u529b\u57fa\u7840\u8bbe\u65bd\u8d44\u4ea7\u7684\u591a\u6837\u5316\u7ec4\u5408\u662f\u4e00\u4e2a\u7ade\u4e89\u4f18\u52bf\u3002\u5927\u7ea695%\u7684\u6536\u5165\u6765\u81ea\u4e8e\u4e0e\u4fe1\u7528\u826f\u597d\u7684\u653f\u5e9c\u5bf9\u624b\u65b9\u7684\u957f\u671f\u5408\u540c\u3002\u9664\u4e86\u76ee\u524d\u76843GW\u8fd0\u8425\u80fd\u529b\u5916\uff0c\u7ba1\u7406\u5c42\u8fd8\u5728\u591a\u4e2a\u5e02\u573a\u53d1\u73b0\u4e86\u91cd\u8981\u7684\u53d1\u5c55\u673a\u4f1a\uff084\u81f35 GW\uff09\u3002<\/p>\n<p>\u7ba1\u7406\u5c42\u6b63\u51c6\u5907\u8ba9Northland\u5728\u5168\u7403\u8131\u78b3\u7684\u65b0\u6d6a\u6f6e\u4e2d\u7ad9\u7a33\u811a\u8ddf\u3002\u540c\u65f6\uff0c\u9884\u8ba1\u5230\u8fd9\u4e2a\u5341\u5e74\u540e\u534a\u6bb5\uff0c\u8be5\u516c\u53f8\u8c03\u6574\u540e\u7684EBITDA\u5c06\u8fbe\u523025\u4ebf\u52a0\u5143\u4ee5\u4e0a\u3002\u8be5\u80a1\u5f53\u524d\u80a1\u4ef7\u4e3a35.48\u52a0\u5143\uff0c\u5982\u679c\u4eca\u5929\u6295\u8d44\uff0c\u5c31\u80fd\u6536\u83b73.37%\u7684\u80a1\u606f\u6536\u76ca\u7387\u3002\u5e02\u573a\u5206\u6790\u5e08\u7ed9\u4e88\u8be5\u80a1\u768412\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u683c\u4e3a47.83\u52a0\u5143\uff0c\u610f\u5473\u774034.81%\u7684\u4e0a\u6da8\u533a\u95f4\u3002<\/p>\n<h2><strong>\u5f3a\u5927\u7684\u4e1a\u52a1\u6a21\u5f0f<\/strong><\/h2>\n<p>Boralex\u6536\u8d2d\u548c\u5f00\u53d1\u53ef\u518d\u751f\u80fd\u6e90\u751f\u4ea7\u57fa\u5730\uff0c\u63d0\u4f9b\u6709\u5438\u5f15\u529b\u7684\u3001\u7ecf\u8fc7\u98ce\u9669\u8c03\u6574\u7684\u6295\u8d44\u8d44\u672c\u56de\u62a5\u3002\u6839\u636e\u7ba1\u7406\u5c42\u7684\u8bf4\u6cd5\uff0c\u516c\u53f8\u7684\u589e\u957f\u662f\u4ee5\u957f\u671f\u613f\u666f\u4e3a\u57fa\u7840\u7684\u3002\u8fd9\u5bb6\u4ef7\u503c34.8\u4ebf\u52a0\u5143\u7684\u516c\u53f8\u76ee\u524d\u5728\u52a0\u62ff\u5927\u3001\u6cd5\u56fd\u548c\u7f8e\u56fd\u8fd0\u8425\u3002<\/p>\n<p>\u7531\u4e8e99%\u7684\u4ea7\u80fd\u662f\u4e0e\u8d22\u52a1\u72b6\u51b5\u826f\u597d\u7684\u516c\u53f8\u7b7e\u8ba2\u7684\u957f\u671f\u5408\u540c\uff0cBoralex\u4e00\u76f4\u4fdd\u6301\u7740\u7a33\u5065\u7684\u5546\u4e1a\u6a21\u5f0f\uff0c\u800c\u4e14\u5e73\u5747\u5269\u4f59\u671f\u9650\u8fd8\u670913\u5e74\u3002\u76ee\u524d\uff0c\u8be5\u516c\u53f8\u7684\u6218\u7565\u8ba1\u5212\u662f\u5c06\u7f8e\u56fd\u4f5c\u4e3a\u4f18\u5148\u5e02\u573a\uff0c\u540c\u65f6\u6269\u5927\u5728\u6b27\u6d32\u7684\u4e1a\u52a1\u3002<\/p>\n<p>\u8fd9\u53ea\u516c\u7528\u4e8b\u4e1a\u80a1\u7968\u5f53\u524d\u7684\u4ea4\u6613\u4ef7\u683c\u4e3a\u6bcf\u80a130.92\u52a0\u5143\uff0c\u518d\u52a0\u4e0a2.11%\u7684\u4f53\u9762\u80a1\u606f\u3002\u6839\u636e\u5206\u6790\u5e08\u7684\u9884\u6d4b\uff0c\u8be5\u80a1\u4eca\u5e74\u6700\u591a\u53ef\u80fd\u5e26\u676551.13%\u7684\u6da8\u5e45\u3002<\/p>\n<h2><strong>\u6269\u5f20\u6a21\u5f0f<\/strong><\/h2>\n<p>\u53ef\u518d\u751f\u80fd\u6e90\u9886\u57df\u7684\u5927\u591a\u6570\u516c\u53f8\u73b0\u5728\u90fd\u6b63\u5904\u4e8e\u6269\u5f20\u4e2d\u3002\u4e1a\u5185\u4e13\u5bb6\u8868\u793a\uff0c\u968f\u7740\u901a\u8d27\u81a8\u80c0\u7387\u7684\u4e0a\u5347\uff0c\u8fd9\u4e9b\u53ef\u518d\u751f\u80fd\u6e90\u516c\u53f8\u8fd8\u53ef\u4ee5\u901a\u8fc7\u8c08\u5224\u4e89\u53d6\u66f4\u9ad8\u7684\u4ef7\u683c\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u8fc7\u53bb\u4e00\u5e74\uff0c\u867d\u7136\u53ef\u518d\u751f\u80fd\u6e90\u7684\u547c\u58f0\u5f88\u9ad8\uff0c\u4f46\u662f\u80a1\u7968\u8868\u73b0\u603b\u4f53\u4e0d\u4f73\uff0c\u4f46\u662f\u4eca\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u7968\u53cd\u5f39\u7684\u53ef\u80fd\u6027\u6781\u5927\u3002Caldw [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":410933,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[1121],"class_list":["post-410927","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-1121","sectors-oil-gas-zh-hans","locations-canada-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/410927","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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=410927"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/410927\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/410933"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=410927"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=410927"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=410927"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}