{"id":457674,"date":"2023-04-14T00:37:11","date_gmt":"2023-04-14T07:37:11","guid":{"rendered":"https:\/\/nai500.com\/?p=457674"},"modified":"2023-04-14T00:40:37","modified_gmt":"2023-04-14T07:40:37","slug":"%e5%86%9c%e4%b8%9a%e8%82%a1-%e9%81%bf%e9%99%a9-%e7%ac%ac%e4%ba%8c-%e5%ad%a3%e5%ba%a6-%e5%85%b3%e6%b3%a8-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/04\/%e5%86%9c%e4%b8%9a%e8%82%a1-%e9%81%bf%e9%99%a9-%e7%ac%ac%e4%ba%8c-%e5%ad%a3%e5%ba%a6-%e5%85%b3%e6%b3%a8-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u519c\u4e1a\u80a1\u907f\u9669\u5c5e\u6027\u5e38\u88ab\u5ffd\u7565\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u5173\u6ce8\u8fd9\u4e9b\u80a1\u7968"},"content":{"rendered":"

\u98df\u54c1\u548c\u519c\u4e1a\u80a1\u901a\u5e38\u53ef\u4ee5\u4e3a\u9ad8\u98ce\u9669\u7684\u80a1\u7968\u7ec4\u5408\u589e\u52a0\u591a\u6837\u6027\uff0c\u56e0\u4e3a\u4ece\u4e8b\u98df\u54c1\u7b49\u5fc5\u9700\u54c1\u751f\u4ea7\u548c\u5206\u9500\u7684\u516c\u53f8\u5728\u7ecf\u6d4e\u8870\u9000\u80fd\u591f\u5c06\u6210\u672c\u4e0a\u5347\u8f6c\u5ac1\u7ed9\u6d88\u8d39\u8005\uff0c\u4f7f\u6295\u8d44\u8005\u514d\u53d7\u901a\u8d27\u81a8\u80c0\u7684\u4e0d\u5229\u5f71\u54cd\u3002\u6b63\u56e0\u4e3a\u5982\u6b64\uff0c\u519c\u4e1a\u677f\u5757\u57282022\u5e74\u7684\u80a1\u5e02\u629b\u552e\u4e2d\u8dd1\u8d62\u4e86\u5927\u76d8\uff0c\u4e0e\u7f57\u7d201000\u6307\u6570\u5168\u5e7415%\u7684\u8dcc\u5e45\u76f8\u6bd4\uff0cVanEck Agribusiness ETF (MOO<\/u><\/a>)2022\u5e74\u53ea\u4e0b\u8dcc\u4e868%\u3002<\/p>\n

\u4eca\u5e74\u8fc4\u4eca\u4e3a\u6b62\uff0c\u5728\u7f8e\u8054\u50a8\u53ef\u80fd\u653e\u7f13\u52a0\u606f\u6b65\u4f10\u7684\u9884\u671f\u4e0b\uff0c\u80a1\u7968\u5e02\u573a\u7684\u98ce\u9669\u504f\u597d\u53d1\u751f\u8f6c\u53d8\uff0c\u519c\u4e1a\u80a1\u7684\u8868\u73b0\u7565\u5fae\u900a\u8272\u3002\u4f46\u5bf9\u4e8e\u5728\u56de\u8c03\u4e2d\u5bfb\u627e\u673a\u4f1a\u7684\u6295\u8d44\u8005\u800c\u8a00\uff0cCVR Partners LP<\/a>\u3001Cal-Maine Foods Inc<\/a>\u548cPerformance Food Group<\/a>\u5206\u522b\u662f\u8fdb\u5165\u7b2c\u4e8c\u5b63\u5ea6\u5728\u4ef7\u503c\u3001\u589e\u957f\u548c\u603b\u56de\u62a5\u65b9\u9762\u6700\u597d\u7684\u4e09\u53ea\u519c\u4e1a\u80a1\u7968\u3002<\/p>\n

\u6700\u6709\u4ef7\u503c\u7684\u519c\u4e1a\u80a1<\/b><\/strong><\/h2>\n

\u4ee5\u4e0b\u662f12\u4e2a\u6708\u8ffd\u8e2a\u5e02\u76c8\u7387\uff08P\/E\uff09\u6700\u4f4e\u7684\u519c\u4e1a\u80a1\u7968\uff0c\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\u6240\u4ed8\u51fa\u7684\u6210\u672c\u8f83\u5c11\u3002<\/p>\n\n\n\n\n\n\n\n
\u6700\u6709\u4ef7\u503c\u7684\u519c\u4e1a\u80a1<\/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
CVR Partners LP (UAN)<\/td>\n85.64<\/td>\n0.9<\/td>\n3.2<\/td>\n<\/tr>\n
Cal-Maine Foods Inc (CALM)<\/td>\n55.70<\/td>\n2.7<\/td>\n3.6<\/td>\n<\/tr>\n
ICL Group Ltd (ICL)<\/td>\n6.42<\/td>\n8.3<\/td>\n3.8<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u6765\u6e90\uff1aYCharts<\/u><\/p>\n

    \n
  • CVR Partners LP.:\u00a0<\/strong>CVR Partners\u5728\u7f8e\u56fd\u4ece\u4e8b\u6c28\u6c34\u548c\u5c3f\u7d20\u785d\u9178\u94f5\u6eb6\u6db2\u5316\u80a5\u4ea7\u54c1\u7684\u751f\u4ea7\u548c\u9500\u552e\u30022022\u5e74\uff0c\u6c28\u7684\u5e73\u5747\u4ef7\u683c\u7ffb\u4e86\u4e00\u756a\uff0c\u800c\u785d\u9178\u94f5\u7684\u4ef7\u683c\u540c\u6bd4\u589e\u957f84%\uff0c\u5bfc\u81f4\u8be5\u516c\u53f8\u7684\u6536\u76ca\u51e0\u4e4e\u7ffb\u4e86\u4e00\u756a\uff0c2022\u5e74EBITDA\u8fbe\u52304.03\u4ebf\u7f8e\u5143\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0c2021\u5e74\u4e3a2.12\u4ebf\u7f8e\u5143\u3002<\/li>\n
  • Cal-Maine Foods:\u00a0<\/strong>Cal-Maine\u4e3a\u5168\u7f8e\u56fd\u7684\u8d85\u5e02\u3001\u5206\u9500\u5546\u548c\u6d88\u8d39\u8005\u5904\u7406\u58f3\u86cb\u7684\u751f\u4ea7\u3001\u5305\u88c5\u3001\u8425\u9500\u548c\u5206\u9500\u3002\u6839\u636e\u7f8e\u56fd\u519c\u4e1a\u90e8\u7684\u6570\u636e\uff0c\u53bb\u5e74\u7206\u53d1\u7684\u79bd\u6d41\u611f\u5bfc\u81f44300\u4e07\u53ea\u86cb\u9e21\u6b7b\u4ea1\uff0c\u4f7f\u7f8e\u56fd\u7684\u9e21\u86cb\u4ef7\u683c\u7ffb\u4e86\u4e00\u756a\uff0c\u4ece1\u6708\u4efd\u7684\u4e0d\u52302\u7f8e\u5143\u4e0a\u6da8\u523012\u6708\u4efd\u7684\u8fd15\u7f8e\u5143\u4e00\u6253\u3002\u622a\u81f32\u670825\u65e5\u7684\u8fd9\u4e2a\u5b63\u5ea6\uff0cCal-Maine\u516c\u53f8\u7684\u51c0\u5229\u6da6\u589e\u957f\u4e868\u500d\u3002<\/li>\n
  • ICL Group Ltd.:\u00a0<\/strong>ICL\u662f\u4e00\u5bb6\u7279\u79cd\u5316\u5b66\u54c1\u548c\u77ff\u7269\u751f\u4ea7\u5546\uff0c\u4e13\u6ce8\u4e8e\u94be\u80a5\u548c\u78f7\u9178\u76d0\u4ea7\u54c1\u53ca\u5176\u526f\u4ea7\u54c1\u3002\u4e0eCVR\u7c7b\u4f3c\uff0cICL\u57282022\u5e74\u53d7\u76ca\u4e8e\u8f83\u9ad8\u7684\u94be\u80a5\u4ef7\u683c\uff0c\u5b9e\u73b0\u4e8644%\u7684\u9500\u552e\u589e\u957f\u548c137%\u7684EBITDA\u589e\u957f\u3002<\/li>\n<\/ul>\n

    \u589e\u957f\u6700\u5feb\u7684\u519c\u4e1a\u80a1<\/b><\/strong><\/h2>\n

    \u4ee5\u4e0b\u662f\u6839\u636e\u4e00\u4e2a\u589e\u957f\u6a21\u578b\u5217\u51fa\u7684\u9876\u7ea7\u519c\u4e1a\u80a1\u7968\uff0c\u8be5\u6a21\u578b\u6839\u636e\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6536\u5165\u589e\u957f\u767e\u5206\u6bd4\u548c\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u5e74\u540c\u6bd4\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u589e\u957f\u630950\/50\u6743\u91cd\u6392\u540d\u3002\u9500\u552e\u989d\u548c\u6536\u76ca\u90fd\u662f\u8861\u91cf\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\u5bb9\u6613\u53d7\u5230\u8be5\u5b63\u5ea6\u4f1a\u8ba1\u5f02\u5e38\u60c5\u51b5\uff08\u5982\u7a0e\u6cd5\u53d8\u5316\u6216\u91cd\u7ec4\u6210\u672c\uff09\u7684\u5f71\u54cd\uff0c\u53ef\u80fd\u4f7f\u5176\u4e2d\u67d0\u4e00\u4e2a\u6570\u5b57\u4e0d\u80fd\u4ee3\u8868\u6574\u4e2a\u4f01\u4e1a\u7684\u60c5\u51b5\u3002\u5b63\u5ea6EPS\u6216\u6536\u5165\u589e\u957f\u8d85\u8fc71000%\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\u519c\u4e1a\u80a1<\/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
    Cal-Maine Foods Inc (CALM)<\/td>\n55.70<\/td>\n2.7<\/td>\n717<\/td>\n109<\/td>\n<\/tr>\n
    Sociedad Quimica Y Minera De Chile SA (SQM)<\/td>\n73.36<\/td>\n21<\/td>\n258<\/td>\n189<\/td>\n<\/tr>\n
    Deere & Co (DE)<\/td>\n369.65<\/td>\n109<\/td>\n124<\/td>\n32<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    \u6765\u6e90\uff1aYCharts<\/u><\/p>\n

      \n
    • Cal-Maine Foods:\u00a0<\/strong>\u89c1\u4e0a\u6587\u4e2d\u7684\u516c\u53f8\u4ecb\u7ecd\u3002<\/li>\n
    • Sociedad Quimica y Minera de Chile SA:\u00a0<\/strong>SQM\u662f\u5168\u7403\u4e3b\u8981\u7684\u5de5\u4e1a\u5316\u5b66\u54c1\u3001\u9502\u548c\u690d\u7269\u8425\u517b\u5242\u751f\u4ea7\u5546\u30022022\u5e74\u7b2c\u56db\u5b63\u5ea6\uff0cSQM\u89c1\u8bc1\u4e86\u5f02\u5e38\u5f3a\u52b2\u7684\u9502\u9700\u6c42\uff0c\u4e3b\u8981\u662f\u6765\u81ea\u4e2d\u56fd\u7535\u52a8\u6c7d\u8f66\u9886\u57df\uff0c\u5bfc\u81f4\u8be5\u516c\u53f8\u9502\u6536\u5165\u540c\u6bd4\u589e\u957f771%\u3002<\/li>\n
    • Deere & Co.:\u00a0<\/strong>Deere\u662f\u751f\u4ea7\u4e0e\u519c\u4e1a\u4ee5\u53ca\u5efa\u7b51\u3001\u6797\u4e1a\u3001\u63a8\u571f\u673a\u548c\u8349\u576a\/\u8349\u76ae\u62a4\u7406\u6709\u5173\u7684\u6240\u6709\u8bbe\u5907\u7684\u5168\u7403\u9886\u5bfc\u8005\u3002\u7531\u4e8e\u5f3a\u52b2\u7684\u9700\u6c42\u5bfc\u81f4\u4e86\u66f4\u9ad8\u7684\u51fa\u8d27\u91cf\u548c\u5b9e\u9645\u4ef7\u683c\uff0c\u63a8\u52a8\u8be5\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u7684\u51c0\u9500\u552e\u989d\u548c\u6bcf\u80a1\u6536\u76ca\u5206\u522b\u540c\u6bd4\u589e\u957f34%\u548c124%\uff0c\u7ba1\u7406\u5c42\u8bbe\u5b9a\u76842023\u5e74\u51c0\u6536\u5165\u6307\u5f15\u533a\u95f4\u572887.5\u4ebf\u7f8e\u5143\u523092.5\u4ebf\u7f8e\u5143\u4e4b\u95f4\uff0c\u9ad8\u4e8e2022\u5e74\u768471\u4ebf\u7f8e\u5143\u3002<\/li>\n<\/ul>\n

      \u6700\u6709\u4e0a\u6da8\u52bf\u5934\u7684\u519c\u4e1a\u80a1<\/b><\/strong><\/h2>\n

      \u4ee5\u4e0b\u662f\u5728\u8fc7\u53bb12\u4e2a\u6708\u603b\u56de\u62a5\u7387\u6700\u9ad8\u7684\u519c\u4e1a\u80a1\u7968\u3002<\/p>\n\n\n\n\n\n\n\n\n\n
      \u6700\u6709\u4e0a\u6da8\u52bf\u5934\u7684\u519c\u4e1a\u80a1<\/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
      Performance Food Group Co (PFGC)<\/td>\n60<\/td>\n9.4<\/td>\n23<\/td>\n<\/tr>\n
      The Toro Co (TTC)<\/td>\n100.98<\/td>\n10.5<\/td>\n23<\/td>\n<\/tr>\n
      Fresh Del Monte Produce Inc (FDP)<\/td>\n30.26<\/td>\n1.5<\/td>\n20<\/td>\n<\/tr>\n
      Russell 1000<\/td>\nN\/A<\/td>\n\u00a0N\/A<\/td>\n-9<\/td>\n<\/tr>\n
      VanEck Vectors Agribusiness ETF (MOO)<\/td>\n84<\/td>\n\u00a0N\/A<\/td>\n-21<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u6765\u6e90\uff1aYCharts<\/u><\/p>\n

        \n
      • Performance Food Group Co.:\u00a0<\/strong>Performance Food Group\u4ece\u4e8b\u98df\u54c1\u6742\u8d27\u3001\u51b7\u51bb\u98df\u54c1\u3001\u996e\u6599\u3001\u9999\u70df\u3001\u8089\u7c7b\u3001\u6d77\u9c9c\u4ee5\u53ca\u5065\u5eb7\u548c\u7f8e\u5bb9\u4ea7\u54c1\u7684\u8425\u9500\u548c\u5206\u9500\uff0c\u540c\u65f6\u8fd8\u9500\u552e\u6e05\u6d01\u7528\u54c1\u5e76\u63d0\u4f9b\u589e\u503c\u670d\u52a1\uff0c\u5982\u8fd0\u8425\u7b56\u7565\u548c\u83dc\u5355\u5f00\u53d1\u3002\u8be5\u516c\u53f8\u7684\u5ba2\u6237\u5305\u62ec\u96f6\u552e\u5546\u3001\u533b\u9662\u3001\u9910\u9986\u3001\u673a\u573a\u3001\u4e66\u5e97\u548c\u5267\u9662\u3002\u7531\u4e8e\u7ecf\u5386\u4e86\u5f3a\u52b2\u7684\u9500\u552e\u52bf\u5934\uff0cPerformance Food Group\u6700\u8fd1\u63d0\u9ad8\u4e86\u51762023\u5e74\u8c03\u6574\u540e\u7684EBITDA\u6307\u5f15\u3002<\/li>\n
      • The Toro Co:\u00a0<\/strong>\u603b\u90e8\u8bbe\u5728\u660e\u5c3c\u82cf\u8fbe\u5dde\u7684Toro\u516c\u53f8\u8bbe\u8ba1\u3001\u5236\u9020\u548c\u9500\u552e\u56ed\u6797\u7eff\u5316\u3001\u5730\u4e0b\u5efa\u7b51\u548c\u51b0\u96ea\u7ba1\u7406\u8bbe\u5907\u3002\u8be5\u516c\u53f8\u8fd8\u751f\u4ea7\u704c\u6e89\u548c\u7167\u660e\u4ea7\u54c1\u3002\u4f9b\u5e94\u94fe\u548c\u8fd0\u8425\u7684\u6539\u5584\uff0c\u4ee5\u53ca\u5f3a\u52b2\u7684\u9500\u552e\u52bf\u5934\uff0c\u5e2e\u52a9\u8be5\u516c\u53f8\u57282023\u5e74\u7b2c\u4e00\u5b63\u5ea6\u770b\u5230\u76c8\u5229\u80fd\u529b\u5927\u5e45\u63d0\u5347\u3002<\/li>\n
      • Fresh Del Monte Produce Inc.:\u00a0<\/strong>Fresh Del Monte\u662f\u4e00\u5bb6\u5782\u76f4\u6574\u5408\u7684\u751f\u4ea7\u5546\u3001\u8425\u9500\u5546\u548c\u5206\u9500\u5546\uff0c\u5728\u5168\u7403\u8303\u56f4\u5185\u63d0\u4f9b\u65b0\u9c9c\u6c34\u679c\u548c\u852c\u83dc\u3002\u8be5\u516c\u53f82022\u5e74\u6700\u540e\u4e00\u4e2a\u5b63\u5ea6\u51c0\u6536\u5165\u7ffb\u4e86\u4e00\u756a\uff0c\u8fbe\u52308170\u4e07\u7f8e\u5143\uff0c\u56e0\u4e3a\u80fd\u591f\u6839\u636e\u901a\u8d27\u81a8\u80c0\u7684\u60c5\u51b5\u5236\u5b9a\u66f4\u9ad8\u7684\u4ef7\u683c\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

        \u98df\u54c1\u548c\u519c\u4e1a\u80a1\u901a\u5e38\u53ef\u4ee5\u4e3a\u9ad8\u98ce\u9669\u7684\u80a1\u7968\u7ec4\u5408\u589e\u52a0\u591a\u6837\u6027\uff0c\u56e0\u4e3a\u4ece\u4e8b\u98df\u54c1\u7b49\u5fc5\u9700\u54c1\u751f\u4ea7\u548c\u5206\u9500\u7684\u516c\u53f8\u5728\u7ecf\u6d4e\u8870\u9000\u80fd\u591f\u5c06\u6210\u672c\u4e0a\u5347 […]<\/p>\n","protected":false},"author":31,"featured_media":449188,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[526,668,1997,749],"class_list":["post-457674","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-526","tag-668","tag-1997","tag-749","sectors-623","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\/457674","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=457674"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/457674\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/449188"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=457674"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=457674"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=457674"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}