{"id":453730,"date":"2023-03-03T20:14:28","date_gmt":"2023-03-04T04:14:28","guid":{"rendered":"https:\/\/nai500.com\/?p=453730"},"modified":"2023-03-03T20:16:43","modified_gmt":"2023-03-04T04:16:43","slug":"2023%e5%b9%b4-%e7%ac%ac%e4%b8%80-%e5%ad%a3%e5%ba%a6-%e7%9f%b3%e6%b2%b9-%e5%a4%a9%e7%84%b6%e6%b0%94-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/03\/2023%e5%b9%b4-%e7%ac%ac%e4%b8%80-%e5%ad%a3%e5%ba%a6-%e7%9f%b3%e6%b2%b9-%e5%a4%a9%e7%84%b6%e6%b0%94-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u9009\u80a1\u6c60\uff1a2023\u5e74\u7b2c\u4e00\u5b63\u5ea6\u6700\u597d\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968"},"content":{"rendered":"

\u8fc7\u53bb\u4e00\u5e74\u4e2d\u8868\u73b0\u6700\u597d\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968\u5305\u62ec\u963f\u6839\u5ef7\u7684YPF\u3001\u77f3\u6cb9\u7cbe\u70bc\u5546PBF Energy\u548c\u6db2\u5316\u5929\u7136\u6c14\u8fd0\u8f93\u5546GasLog Partners\u3002\u5c3d\u7ba1\u6cb9\u4ef7\u4ece\u8fd1\u4e00\u5e74\u524d\u7684\u5cf0\u503c\u5927\u5e45\u56de\u843d\uff0c\u4f46\u8fd9\u51e0\u5bb6\u516c\u53f8\u7684\u80a1\u4ef7\u5728\u8fc7\u53bb\u4e00\u5e74\u91cc\u81f3\u5c11\u4e0a\u6da8\u4e86100%\u4ee5\u4e0a\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u7f57\u7d201000\u6307\u6570\u5728\u540c\u4e00\u65f6\u671f\u4e0b\u8dcc\u4e865.1%\u3002<\/p>\n

\u5728\u622a\u6b622023\u5e742\u670823\u65e5\u7684\u8fc7\u53bb12\u4e2a\u6708\uff0c\u4ee5Energy Select Sector SPDR ETF (XLE<\/u><\/a>)\u4e3a\u4ee3\u8868\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968\u6574\u4f53\u8dd1\u8d62\u4e86\u5927\u76d8\uff0c\u5f55\u5f97\u4e8623.3%\u7684\u6da8\u5e45\u3002\u9274\u4e8e\u6b64\uff0c\u4e0b\u9762\u8fd9\u4e9b\u8fc7\u53bb\u4e00\u5e74\u4ef7\u503c\u6700\u9ad8\u3001\u589e\u957f\u6700\u5feb\u548c\u4e0a\u6da8\u52bf\u5934\u6700\u5f3a\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968\uff0c\u6295\u8d44\u8005\u73b0\u5728\u4ecd\u7136\u53ef\u4ee5\u5173\u6ce8\u3002<\/p>\n

\u6700\u5177\u4ef7\u503c\u7684<\/b><\/strong>\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968\u3002\u56e0\u4e3a\u5229\u6da6\u53ef\u4ee5\u901a\u8fc7\u5206\u7ea2\u548c\u56de\u8d2d\u7684\u5f62\u5f0f\u8fd4\u8fd8\u7ed9\u80a1\u4e1c\uff0c\u4f4e\u5e02\u76c8\u7387\u8868\u660e\u6295\u8d44\u8005\u4e3a\u6bcf\u4e00\u7f8e\u5143\u7684\u5229\u6da6\u4ed8\u51fa\u7684\u6210\u672c\u8f83\u5c11\u3002<\/p>\n\n\n\n\n\n\n\n
\u6700\u5177\u4ef7\u503c\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968<\/b><\/strong><\/td>\n<\/tr>\n
<\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\n12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387<\/td>\n<\/tr>\n
Vital Energy Inc. (VTLE)<\/td>\n50.80<\/td>\n0.9<\/td>\n1.2<\/td>\n<\/tr>\n
Callon Petroleum Co. (CPE)<\/td>\n37.32<\/td>\n2.3<\/td>\n1.9<\/td>\n<\/tr>\n
PBF Energy Inc. (PBF)<\/td>\n43.87<\/td>\n5.7<\/td>\n1.9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

    \n
  • Vital Energy Inc.:\u00a0<\/strong>Vital Energy\u662f\u4e00\u5bb6\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u52d8\u63a2\u548c\u5f00\u53d1\u516c\u53f8\uff0c\u91cd\u70b9\u5728\u897f\u5fb7\u514b\u8428\u65af\u5dde\u7684\u4e8c\u53e0\u7eaa\u76c6\u5730\uff0c\u524d\u8eab\u662fLaredo Petroleum, Inc.\uff0c2023\u5e741\u6708\u66f4\u540d\u4e3aVital Energy\u3002\u8be5\u516c\u53f8\u57282022\u5e74\u7b2c\u56db\u5b63\u5ea6\u62a5\u544a\u4e86\u521b\u7eaa\u5f55\u7684\u5b63\u5ea6\u548c\u5e74\u5ea6\u51c0\u6536\u5165\u3002<\/li>\n
  • Callon Petroleum Co.:\u00a0<\/strong>Callon Petroleum Company\u662f\u4e00\u5bb6\u72ec\u7acb\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u516c\u53f8\uff0c\u4e5f\u5728\u897f\u5fb7\u514b\u8428\u65af\u5dde\u8fd0\u8425\u3002\u8be5\u516c\u53f8\u9884\u8ba12023\u5e74\u8d44\u672c\u652f\u51fa\u4e3a10\u4ebf\u7f8e\u5143\uff0c\u5e76\u9884\u8ba1\u5728\u672a\u6765\u4e94\u5e74\u5185\u4ea7\u751f\u8d85\u8fc727.5\u4ebf\u7f8e\u5143\u7684\u8c03\u6574\u540e\u81ea\u7531\u73b0\u91d1\u6d41\u3002<\/li>\n
  • PBF Energy Inc.:\u00a0<\/strong>PBF Energy\u63d0\u70bc\u77f3\u6cb9\u5e76\u9500\u552e\u8fd0\u8f93\u71c3\u6599\u3001\u6da6\u6ed1\u6cb9\u3001\u53d6\u6696\u6cb9\u548c\u539f\u6599\u30022022\u5e7411\u6708\uff0cPBF\u5b8c\u6210\u4e86\u5bf9\u77f3\u6cb9\u548c\u77f3\u6cb9\u4ea7\u54c1\u7269\u6d41\u516c\u53f8PBF Logistics LP\u5269\u4f59\u4e00\u534a\u80a1\u4efd\u7684\u6536\u8d2d\u3002\u5728\u8be5\u516c\u53f82022\u5e74\u7b2c\u56db\u5b63\u5ea6\u7684\u6536\u76ca\u62a5\u544a\u4e2d\uff0cPBF\u62a5\u544a\u5728\u8fd9\u4e00\u5e74\u4e2d\u51cf\u5c11\u4e86\u8d85\u8fc723\u4ebf\u7f8e\u5143\u7684\u5408\u5e76\u503a\u52a1\uff0c\u5e76\u5ba3\u5e03\u4e0eEni Sustainable Mobility\u5728\u8def\u6613\u65af\u5b89\u90a3\u5dde\u7684\u4e00\u4e2a\u53ef\u518d\u751f\u67f4\u6cb9\u9879\u76ee\u4e0a\u5efa\u7acb\u4f19\u4f34\u5173\u7cfb\u3002<\/li>\n<\/ul>\n

    \u589e\u957f\u6700\u5feb\u7684<\/b><\/strong>\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u636e\u4e00\u4e2a\u589e\u957f\u6a21\u578b\u9009\u51fa\u7684\u9876\u7ea7\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\uff0c\u8be5\u6a21\u578b\u6839\u636e\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u767e\u5206\u6bd4\u6536\u5165\u540c\u6bd4\u589e\u957f\u548c\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u957f\uff0c\u4ee550\/50\u7684\u6743\u91cd\u8fdb\u884c\u8bc4\u5206\u3002\u9500\u552e\u548c\u76c8\u5229\u90fd\u662f\u516c\u53f8\u6210\u529f\u7684\u5173\u952e\u56e0\u7d20\u3002\u56e0\u6b64\uff0c\u53ea\u7528\u4e00\u4e2a\u589e\u957f\u6307\u6807\u5bf9\u516c\u53f8\u8fdb\u884c\u6392\u540d\uff0c\u4f7f\u6392\u540d\u5bb9\u6613\u53d7\u5230\u8be5\u5b63\u5ea6\u7684\u4f1a\u8ba1\u5f02\u5e38\u60c5\u51b5\uff08\u5982\u7a0e\u6cd5\u7684\u53d8\u5316\u6216\u91cd\u7ec4\u6210\u672c\uff09\u7684\u5f71\u54cd\uff0c\u53ef\u80fd\u4f7f\u4e00\u4e2a\u6216\u53e6\u4e00\u4e2a\u6570\u5b57\u4e0d\u80fd\u4ee3\u8868\u4f01\u4e1a\u7684\u603b\u4f53\u60c5\u51b5\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u957f\u8d85\u8fc72500%\u7684\u516c\u53f8\u88ab\u4f5c\u4e3a\u5f02\u5e38\u503c\u6392\u9664\u5728\u5916\u3002<\/p>\n\n\n\n\n\n\n\n
    \u589e\u957f\u6700\u5feb\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968<\/b><\/strong><\/td>\n<\/tr>\n
    <\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\nEPS\u589e\u957f\u00a0(%)<\/td>\n\u6536\u5165\u589e\u957f\u00a0(%)<\/td>\n<\/tr>\n
    DMC Global Inc. (BOOM)<\/td>\n26.09<\/td>\n0.6<\/td>\n2,200<\/td>\n160<\/td>\n<\/tr>\n
    Vertex Energy Inc. (VTNR)<\/td>\n8.24<\/td>\n0.6<\/td>\n133<\/td>\n1,489<\/td>\n<\/tr>\n
    Permian Basin Royalty Trust (PBT)<\/td>\n23.99<\/td>\n1.11<\/td>\n867<\/td>\n717<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    \u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

      \n
    • DMC Global Inc.:\u00a0<\/strong>DMC\u63d0\u4f9b\u5efa\u7b51\u4ea7\u54c1\uff0c\u91d1\u5c5e\u5236\u9020\u670d\u52a1\uff0c\u4ee5\u53ca\u5b8c\u4e95\u89e3\u51b3\u65b9\u6848\u30022022\u5e74\u7b2c\u56db\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u7684\u9500\u552e\u989d\u4e3a751\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f144%\u3002DMC\u57282021\u5e7412\u6708\u6536\u8d2d\u4e86\u5efa\u7b51\u4ea7\u54c1\u516c\u53f8Arcadia\u7ea660%\u7684\u63a7\u80a1\u6743\uff0c\u5bf92022\u5e74\u7684\u589e\u957f\u4ea7\u751f\u4e86\u79ef\u6781\u5f71\u54cd\u3002<\/li>\n
    • Vertex Energy Inc.:<\/strong>Vertex\u751f\u4ea7\u548c\u5206\u9500\u66ff\u4ee3\u71c3\u6599\u548c\u4f20\u7edf\u71c3\u6599\uff0c\u5305\u62ec\u6da6\u6ed1\u6cb9\u5236\u9020\u5546\u7684\u673a\u6cb9\u548c\u57fa\u7840\u6cb9\u3002\u8be5\u516c\u53f8\u8fd8\u56de\u6536\u5de5\u4e1a\u5e9f\u54c1\u6d41\u3002\u7531\u4e8e2022\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u6536\u5165\u731b\u589e\u4e86\u8fd115\u500d\uff0c\u51c0\u6536\u5165\u51e0\u4e4e\u7ffb\u4e86\u4e09\u500d\u3002\u6b64\u5916\uff0c4800\u4e07\u7f8e\u5143\u7684\u672a\u5b9e\u73b0\u884d\u751f\u54c1\u635f\u5931\u9006\u8f6c\u548c\u5176\u4ed6\u975e\u7ecf\u5e38\u6027\u9879\u76ee\u5f71\u54cd\u4e86\u7b2c\u4e09\u5b63\u5ea6\u7684\u5229\u6da6\u3002<\/li>\n
    • Permian Basin Royalty Trust:\u00a0<\/strong>Permian Basin\u662f\u4e00\u4e2a\u62e5\u6709\u5fb7\u514b\u8428\u65af\u5dde\u751f\u4ea7\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u6db2\u4f53\uff08NGLs\uff09\u9879\u76ee\u533a\u5229\u76ca\u7684\u4fe1\u6258\uff0c\u53d7\u6258\u65b9\u662fSimmons Bank\u3002\u8be5\u4fe1\u6258\u57fa\u91d1\u5ba3\u5e032023\u5e742\u6708\u7684\u6708\u5ea6\u73b0\u91d1\u5206\u914d\u7ea6\u4e3a\u6bcf\u5355\u4f4d4.1\u7f8e\u5206\uff0c\u56e0\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u4ea7\u91cf\u589e\u52a0\u800c\u6bd4\u4e0a\u4e2a\u6708\u7565\u6709\u589e\u52a0\u3002<\/li>\n<\/ul>\n

      \u6700\u5177\u4e0a\u6da8\u52bf\u5934\u7684<\/b><\/strong>\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u5728\u8fc7\u53bb12\u4e2a\u6708\u4e2d\u603b\u56de\u62a5\u7387\u6700\u9ad8\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6700\u5177\u4e0a\u6da8\u52bf\u5934\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968<\/b><\/strong><\/td>\n<\/tr>\n
      <\/td>\n\u80a1\u4ef7\u00a0($)<\/td>\n\u5e02\u503c\u00a0($10\u4ebf)<\/td>\n12\u4e2a\u6708\u8ffd\u8e2a\u603b\u56de\u62a5\u7387\u00a0(%)<\/td>\n<\/tr>\n
      YPF SA (YPF<\/a>)<\/td>\n11.71<\/td>\n4.6<\/td>\n164<\/td>\n<\/tr>\n
      PBF Energy Inc. (PBF<\/a>)<\/td>\n43.87<\/td>\n5.7<\/td>\n154<\/td>\n<\/tr>\n
      GasLog Partners LP (GLOP<\/a>)<\/td>\n9.18<\/td>\n0.5<\/td>\n142<\/td>\n<\/tr>\n
      Russell 1000 Index<\/td>\nN\/A<\/td>\nN\/A<\/td>\n-5.1<\/td>\n<\/tr>\n
      Energy Select Sector SPDR ETF (XLE)<\/td>\nN\/A<\/td>\nN\/A<\/td>\n23.3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u6765\u6e90\uff1a<\/sup>YCharts<\/sup><\/u><\/p>\n

        \n
      • YPF SA:\u00a0<\/strong>YPF\u662f\u4e00\u5bb6\u963f\u6839\u5ef7\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u516c\u53f8\uff0c\u52d8\u63a2\u548c\u751f\u4ea7\u77f3\u6cb9\u4ea7\u54c1\uff0c\u8fd8\u4ece\u4e8b\u4e0b\u6e38\u4e1a\u52a1\uff0c\u6700\u5927\u80a1\u4e1c\u662f\u6839\u5ef7\u653f\u5e9c\uff0c\u540c\u65f6\u4e5f\u662f\u963f\u6839\u5ef7\u8d22\u653f\u6536\u5165\u7684\u6700\u5927\u8d21\u732e\u8005\u3002<\/li>\n
      • PBF Energy Inc.:<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
      • GasLog Partners LP:<\/strong>\u603b\u90e8\u4f4d\u4e8e\u5e0c\u814a\u6bd4\u96f7\u57c3\u592b\u65af\u7684GasLog Partners\u7ecf\u8425\u7740\u4e00\u652f\u753114\u8258\u8239\u7ec4\u6210\u7684\u8239\u961f\uff0c\u8d1f\u8d23\u8fd0\u8f93\u6db2\u5316\u5929\u7136\u6c14\u3002GasLog\u5728\u7b2c\u56db\u5b63\u5ea6\u8d22\u62a5\u4e2d\u5f3a\u8c03\uff0c\u7531\u4e8e\u4e4c\u514b\u5170\u6218\u4e89\uff0c\u6db2\u5316\u5929\u7136\u6c14\u201c\u57282022\u5e74\u80fd\u6e90\u4f9b\u5e94\u51cf\u5c11\u65f6\u62ef\u6551\u4e86\u6b27\u6d32\u5404\u56fd\u201d\uff0c\u5e76\u9884\u6d4b2023\u5e74\u4e5f\u4f1a\u51fa\u73b0\u7c7b\u4f3c\u60c5\u51b5\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u8fc7\u53bb\u4e00\u5e74\u4e2d\u8868\u73b0\u6700\u597d\u7684\u77f3\u6cb9\u548c\u5929\u7136\u6c14\u80a1\u7968\u5305\u62ec\u963f\u6839\u5ef7\u7684YPF\u3001\u77f3\u6cb9\u7cbe\u70bc\u5546PBF Energy\u548c\u6db2\u5316\u5929\u7136\u6c14\u8fd0\u8f93\u5546Gas […]<\/p>\n","protected":false},"author":31,"featured_media":415556,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[2158,538],"class_list":["post-453730","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-2158","tag-538","sectors-2092","sectors-oil-gas-zh-hans","locations-canada-zh-hans","locations-europe-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/453730","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=453730"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/453730\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/415556"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=453730"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=453730"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=453730"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}