{"id":422279,"date":"2022-04-28T17:59:37","date_gmt":"2022-04-29T00:59:37","guid":{"rendered":"https:\/\/nai500.com\/?p=422279"},"modified":"2022-04-28T17:59:37","modified_gmt":"2022-04-29T00:59:37","slug":"%e9%ab%98%e7%9b%9b%e6%8e%a8%e8%8d%90%e7%9a%845%e5%8f%aa%e7%be%8e%e5%9b%bd%e9%a1%b5%e5%b2%a9%e6%b2%b9%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/04\/%e9%ab%98%e7%9b%9b%e6%8e%a8%e8%8d%90%e7%9a%845%e5%8f%aa%e7%be%8e%e5%9b%bd%e9%a1%b5%e5%b2%a9%e6%b2%b9%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u5386\u53f2\u6027\u914d\u7f6e\u673a\u4f1a\uff0c\u9ad8\u76db\u63a8\u8350\u76845\u53ea\u7f8e\u56fd\u9875\u5ca9\u6cb9\u80a1\u7968"},"content":{"rendered":"<p>\u5404\u79cd\u8ff9\u8c61\u5747\u663e\u793a\uff0c\u4fc4\u4e4c\u6218\u4e89\u5c06\u6f14\u53d8\u6210\u4e00\u573a\u6301\u7eed\u591a\u4e2a\u6708\u751a\u81f3\u6570\u5e74\u7684\u6d88\u8017\u6218\u3002\u66f4\u8ba9\u4eba\u62c5\u5fe7\u7684\u662f\uff0c\u6b27\u6d32\u5230\u76ee\u524d\u4e3a\u6b62\u4f9d\u7136\u62ff\u4e0d\u51fa\u4fc4\u7f57\u65af\u80fd\u6e90\u5e02\u573a\u8131\u94a9\u65b9\u6848\u3002\u6b27\u6d32\u6bcf\u5929\u8981\u6d88\u8017\u5927\u7ea61400\u4e07\u6876\u7684\u77f3\u6cb9\uff0c\u5176\u4e2d\u5927\u7ea630-40%\uff08500\u4e07\u6876\uff09\u4f9d\u8d56\u4fc4\u7f57\u65af\u7684\u8fdb\u53e3\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u6b27\u4f69\u514b+\u4e5f\u660e\u786e\u544a\u77e5\u6b27\u6d32\u4ed6\u4eec\u5c06\u65e0\u6cd5\u66ff\u4ee3\u4fc4\u7f57\u65af\u7684\u80fd\u6e90\u4f9b\u7ed9\u3002<\/p>\n<p>\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u534e\u5c14\u8857\u5224\u65ad\u7f8e\u56fd\u7684\u9875\u5ca9\u6cb9\u5c06\u4f1a\u5d1b\u8d77\u3002\u9ad8\u76db\u6700\u8fd1\u5c31\u8868\u793a\uff0c\u6cb9\u6c14\u8d44\u672c\u652f\u51fa\u5468\u671f\u5c06\u8fce\u6765\u8f6c\u6298\u70b9\uff0c\u8fc7\u53bb7\u5e74\u8be5\u884c\u4e1a\u5546\u4e1a\u6d3b\u52a8\u7684\u4e0b\u964d\u5df2\u7ecf\u57fa\u672c\u8017\u5c3d\u4e86\u95f2\u7f6e\u4ea7\u80fd\uff0c\u800c\u4fc4\u4e4c\u51b2\u7a81\u518d\u6b21\u6fc0\u53d1\u4e86\u80fd\u6e90\u4f9b\u7ed9\u5b89\u5168\u7684\u7d27\u8feb\u6027\u3002\u8d1d\u83b1\u5fb7\u7684Larry 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life\uff09\u9510\u51cf52%\u30022014\u5e74\u4ee5\u6765\u63a8\u5ef6\u7684\u6295\u8d44\u52302024\u5e74\u5c06\u635f\u59311000\u4e07\u6876\/\u65e5\u7684\u77f3\u6cb9\u4ea7\u91cf\uff0c\u76f8\u5f53\u4e8e\u6c99\u7279\u7684\u4ea7\u91cf\u3002<\/li>\n<li>\u6210\u672c\u66f2\u7ebf\u8d8b\u9661\uff1a\u5934\u90e8\u9879\u76ee\u6210\u672c\u66f2\u7ebf\u5df2\u7ecf\u8d8b\u5c0f\u8d8b\u9661\uff0c\u6309\u7167\u5f53\u524d\u8d44\u672c\u6210\u672c\u7684\u77f3\u6cb9\u6fc0\u52b1\u4ef7\u683c\u4e3a$90\/\u6876\u3002<\/li>\n<li>\u6295\u8d44\u589e\u957f\uff1a\u6211\u4eec\u9884\u8ba1\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u7684\u5e74\u590d\u5408\u589e\u901f\u5c06\u4ece2014\u5e74\u8d1f\u76847%\u589e\u81f3\u52302024\u5e74\u768411%\uff0c\u6db2\u5316\u5929\u7136\u6c14\u548c\u9875\u5ca9\u6cb9\u4e3a20%\u3002<\/li>\n<li>\u975e\u6b27\u4f69\u514b\u56fd\u5bb6\u77f3\u6cb9\u4ea7\u91cf\u589e\u957f\u7ec8\u6b62\uff1a\u6211\u4eec\u4f30\u7b97\u975e\u6b27\u4f69\u514b\u4ea7\u6cb9\u56fd\u7684\u4ea7\u91cf\u5df2\u57282019\u5e74\u8fbe\u5230\u5cf0\u503c\uff0c\u6263\u9664\u9875\u5ca9\u6cb9\u548c\u4fc4\u7f57\u65af\u7684\u975e\u6b27\u4f69\u514b\u56fd\u5bb6\u7684\u77f3\u6cb9\u4ea7\u91cf\u5c06\u542f\u52a8\u7ed3\u6784\u6027\u4e0b\u964d\u9636\u6bb5\u3002<\/li>\n<\/ul>\n<p>\u4f9d\u71672021-24\u5e74\u671f\u95f4\u7684\u4f30\u7b97\u4ea7\u91cf\u589e\u901f\uff0c\u589e\u957f\u9879\u76ee\u7ec4\u5408\u7684\u8d28\u91cf\uff0c\u672a\u67655\u5e74\u5934\u90e8\u9879\u76ee\u7684\u73b0\u91d1\u6d41\u589e\u901f\uff0c\u673a\u4f1a\u96c6\u5408\u4ee5\u53ca\u56fd\u522b\u548c\u6280\u672f\u98ce\u9669\u8fd9\u4e9b\u6807\u51c6\uff0c\u9ad8\u76db\u9074\u9009\u4e865\u53ea\u7f8e\u56fd\u9875\u5ca9\u6cb9\u80a1\u7968\u3002<\/p>\n<h2>\u7f8e\u56fd\u9875\u5ca9\u6cb9\u80a1\u79681\uff1aHess Corp.<\/h2>\n<ul>\n<li>\u5e02\u503c\uff1a$330\u4ebf<\/li>\n<li>12\u4e2a\u6708\u6536\u76ca\u7387\uff1a50.9%<\/li>\n<\/ul>\n<p>\u603b\u90e8\u4f4d\u4e8e\u7ebd\u7ea6\u5dde\u7ebd\u7ea6\u7684\u80fd\u6e90\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=HES\">Hess Corp\uff08NYSE:HES\uff09<\/a>\u4ece\u4e8b\u539f\u6cb9\u3001\u5929\u7136\u6c14\u6db2\uff08NGLs\uff09\u4ee5\u53ca\u5929\u7136\u6c14\u7684\u52d8\u63a2\u4e0e\u751f\u4ea7\uff0c\u65d7\u4e0b\u5206\u52d8\u63a2\u4e0e\u751f\u4ea7\u548c\u4e2d\u6e38\u4e24\u5927\u4e1a\u52a1\u677f\u5757\u3002\u516c\u53f8\u7684\u751f\u4ea7\u4e3b\u8981\u4f4d\u4e8e\u7f8e\u56fd\u3001\u572d\u4e9a\u90a3\u3001\u9a6c\u6765\u897f\u4e9a\/\u6cf0\u56fd\u8054\u5408\u5f00\u53d1\u533a\u4ee5\u53ca\u9a6c\u6765\u897f\u4e9a\uff0c\u52d8\u63a2\u6d3b\u52a8\u4e3b\u8981\u4f4d\u4e8e\u572d\u4e9a\u90a3\u6cbf\u6d77\u3001\u7f8e\u56fd\u58a8\u897f\u54e5\u6e7e\uff0c\u4ee5\u53ca\u82cf\u91cc\u5357\u548c\u52a0\u62ff\u5927\u6cbf\u6d77\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u662fBakken Shale\u6700\u5927\u7684\u8fd0\u8425\u5546\u4e4b\u4e00\uff0c\u51c0\u79df\u9762\u79ef80\u4e07\u82f1\u4ea9\uff0c2022\u5e74\u5e73\u5747\u51c0\u4ea7\u91cf\uff08\u4e0d\u5305\u62ec\u5229\u6bd4\u4e9a\uff09\u9884\u8ba1\u572833-34\u4e07\u6876\u6cb9\u5f53\u91cf\/\u65e5\u4e4b\u95f4\u3002\u4e3a\u4e86\u63d0\u5347\u4ea7\u91cf\uff0cHess\u5ba3\u5e032022\u5e74\u8d44\u672c\u652f\u51fa\u9884\u7b97$26\u4ebf\uff0c\u589e\u957f37%\uff0c\u5176\u4e2dBakken\u652f\u51fa\u589e\u957f75%\u81f3$7.90\u4ebf\u3002\u516c\u53f8\u8ba1\u5212\u5728Bakken\u8fd0\u84253\u53f0\u94bb\u4e95\u5e73\u53f0\u5df2\u5b9e\u73b0\u517616.8\u4e07\u6876\/\u65e5\u7684\u4ea7\u91cf\u76ee\u6807\u3002<\/p>\n<h2>\u7f8e\u56fd\u9875\u5ca9\u6cb9\u80a1\u79682\uff1aEOG Resources<\/h2>\n<ul>\n<li>\u5e02\u503c\uff1a$680\u4ebf<\/li>\n<li>12\u4e2a\u6708\u6536\u76ca\u7387\uff1a60.5%<\/li>\n<\/ul>\n<p>\u603b\u90e8\u4f4d\u4e8e\u5fb7\u514b\u8428\u65af\u5dde\u4f11\u65af\u6566\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=EOG\">EOG Resources Inc\uff08NYSE:EOG\uff09<\/a>\u4ece\u4e8b\u539f\u6cb9\u3001\u5929\u7136\u6c14\u4ee5\u53ca\u5929\u7136\u6c14\u6db2\u7684\u5f00\u53d1\u3001\u751f\u4ea7\u548c\u9500\u552e\u3002\u516c\u53f8\u4e3b\u8981\u4ea7\u5730\u5206\u522b\u4e3a\u7f8e\u56fd\u7684\u65b0\u58a8\u897f\u54e5\u5dde\u548c\u5fb7\u514b\u8428\u65af\u5dde\uff0c\u4ee5\u53ca\u7279\u7acb\u5c3c\u8fbe\u548c\u591a\u5df4\u54e5\u5171\u548c\u56fd\u3002\u622a\u81f32021\u5e7412\u670831\u65e5\uff0cEOG\u603b\u7684\u4f30\u7b97\u51c0\u63a2\u660e\u50a8\u91cf\u4e3a37.47\u4ebf\u6876\u6cb9\u5f53\u91cf\uff0c\u5176\u4e2d\u539f\u6cb9\u548c\u51dd\u6790\u6cb9\u50a8\u91cf15.48\u4ebf\u6876\uff0c\u5929\u7136\u6c14\u6db2\u50a8\u91cf8.29\u4ebf\u6876\uff0c\u5929\u7136\u6c14\u50a8\u91cf8.222\u4e07\u4ebf\u7acb\u65b9\u82f1\u5c3a\u3002\u516c\u53f8\u81ea\u79f0\u62e5\u6709\u8d85\u8fc71\u4e07\u4e2a\u6f5c\u5728\u7684\u201c\u4f18\u8d28\u201d\u94bb\u4e95\u70b9\uff0c\u662fShale Patch\u6280\u672f\u6548\u7387\u6700\u9ad8\u7684\u94bb\u63a2\u5546\u4e4b\u4e00\u3002<\/p>\n<h2>\u7f8e\u56fd\u9875\u5ca9\u6cb9\u80a1\u79683\uff1aPioneer Natural Resources<\/h2>\n<ul>\n<li>\u5e02\u503c\uff1a$572\u4ebf<\/li>\n<li>12\u4e2a\u6708\u6536\u76ca\u7387\uff1a56.2%<\/li>\n<\/ul>\n<p>\u7f8e\u56fd\u72ec\u7acb\u6cb9\u6c14\u52d8\u63a2\u4e0e\u751f\u4ea7\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=PXD\">Pioneer Natural Resources Co\uff08NYSE:PXD\uff09<\/a>\u4ece\u4e8b\u77f3\u6cb9\u3001\u5929\u7136\u6c14\u6db2\u548c\u5929\u7136\u6c14\u7684\u52d8\u63a2\u3001\u5f00\u53d1\u548c\u751f\u4ea7\uff0c\u516c\u53f8\u6709\u5728\u5fb7\u514b\u8428\u65af\u5dde\u7684Midland Basin\u4f5c\u4e1a\u3002\u622a\u81f32021\u5e7412\u670831\u65e5\uff0c\u8be5\u516c\u53f8\u62e5\u6709\u63a2\u660e\u672a\u5f00\u53d1\u548c\u63a2\u660e\u5f00\u53d1\u672a\u6295\u4ea7\u77f3\u6cb9\u50a8\u91cf1.30\u4ebf\u6876\uff0c\u5929\u7136\u6c14\u6db2\u50a8\u91cf9200\u4e07\u6876\uff0c\u5929\u7136\u6c14\u50a8\u91cf4620\u4ebf\u7acb\u65b9\u82f1\u5c3a\uff0c\u4ee5\u53ca11\u5ea7\u5929\u7136\u6c14\u52a0\u5de5\u5382\u7684\u6743\u76ca\u3002\u4e0d\u8fc7\uff0cPioneer\u9996\u5e2d\u6267\u884c\u5b98Scott Sheffield\u5728\u591a\u4e2a\u573a\u5408\u8868\u793a\uff0c\u53d7\u52b3\u52a8\u529b\u3001\u94a2\u94c1\u3001\u6c99\u4ee5\u53ca\u94bb\u5854\u77ed\u7f3a\u7684\u5236\u7ea6\uff0c\u6574\u4e2a\u884c\u4e1a\u589e\u4ea7\u80fd\u529b\u6709\u9650\u3002<\/p>\n<h2>\u7f8e\u56fd\u9875\u5ca9\u6cb9\u80a1\u79684\uff1a\u5eb7\u83f2\u77f3\u6cb9<\/h2>\n<ul>\n<li>\u5e02\u503c\uff1a$1244\u4ebf<\/li>\n<li>12\u4e2a\u6708\u6536\u76ca\u7387\uff1a85.3%<\/li>\n<\/ul>\n<p>\u603b\u90e8\u4f4d\u4e8e\u5fb7\u514b\u8428\u65af\u5dde\u4f11\u65af\u6566\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=COP\">\u5eb7\u83f2\u77f3\u6cb9ConocoPhillips\uff08NYSE:COP\uff09<\/a>\u4ece\u4e8b\u5168\u7403\u539f\u6cb9\u3001\u6ca5\u9752\u3001\u5929\u7136\u6c14\u3001\u6db2\u5316\u5929\u7136\u6c14\uff08LNG\uff09\u4ee5\u53ca\u5929\u7136\u6c14\u6db2\u7684\u52d8\u63a2\u3001\u751f\u4ea7\u3001\u8fd0\u8f93\u548c\u9500\u552e\u3002\u8be5\u516c\u53f8\u7684\u8d44\u4ea7\u7ec4\u5408\u5305\u62ec\u4f4d\u4e8e\u5317\u7f8e\u7684\u975e\u5e38\u89c4\u8d44\u4ea7\uff0c\u4f4d\u4e8e\u5317\u7f8e\u3001\u6b27\u6d32\u3001\u4e9a\u6d32\u548c\u6fb3\u5927\u5229\u4e9a\u7684\u5e38\u89c4\u8d44\u4ea7\uff0c\u591a\u4e2a\u6db2\u5316\u5929\u7136\u6c14\u5f00\u53d1\u9879\u76ee\uff0c\u4f4d\u4e8e\u52a0\u62ff\u5927\u7684\u6cb9\u7802\u8d44\u4ea7\uff0c\u4ee5\u53ca\u4f20\u7edf\u548c\u975e\u4f20\u7edf\u52d8\u63a2\u524d\u666f\u533a\u3002\u52a0\u62ff\u5927\u4e30\u4e1a\u94f6\u884c\u6700\u8fd1\u5c06COP\u80a1\u7968\u7684\u8bc4\u7ea7\u4e0a\u8c03\u81f3\u201c\u4e70\u5165\u201d\uff0c\u6b64\u524d\u8be5\u80a1\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u7684\u6da8\u5e45\u8dd1\u8f93\u52d8\u63a2\u548c\u751f\u4ea7\u6307\u65707%\u3002\u6b64\u5916\uff0c\u8be5\u884c\u9884\u8ba1\u8be5\u516c\u53f85\u67085\u65e5\u76d8\u524d\u53d1\u5e03\u76842022\u5e74\u4e00\u5b63\u62a5\u76c8\u5229\u5c06\u8d85\u9884\u671f\u3002<\/p>\n<h2>\u7f8e\u56fd\u9875\u5ca9\u6cb9\u80a1\u79685\uff1aKosmos Energy<\/h2>\n<ul>\n<li>\u5e02\u503c\uff1a$30\u4ebf<\/li>\n<li>12\u4e2a\u6708\u6536\u76ca\u7387\uff1a135.5%<\/li>\n<\/ul>\n<p>\u603b\u90e8\u4f4d\u4e8e\u5fb7\u514b\u8428\u65af\u5dde\u8fbe\u62c9\u65af\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=KOS\">Kosmos Energy Ltd\uff08NYSE:KOS\uff09<\/a>\u662f\u4e00\u5bb6\u805a\u7126Atlantic 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