{"id":472350,"date":"2023-09-16T00:16:41","date_gmt":"2023-09-16T07:16:41","guid":{"rendered":"https:\/\/nai500.com\/?p=472350"},"modified":"2023-09-16T00:18:32","modified_gmt":"2023-09-16T07:18:32","slug":"9%e6%9c%88-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-%e6%9d%90%e6%96%99%e8%82%a1-%e6%97%b6%e6%9c%ba-%e6%88%90%e7%86%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/09\/9%e6%9c%88-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-%e6%9d%90%e6%96%99%e8%82%a1-%e6%97%b6%e6%9c%ba-%e6%88%90%e7%86%9f\/","title":{"rendered":"9\u6708\u9009\u80a1\uff0c\u8fd9\u4e09\u53ea\u7f8e\u80a1\u6750\u6599\u80a1\u4e70\u5165\u65f6\u673a\u6210\u719f"},"content":{"rendered":"

\u622a\u6b629\u670814\u65e5\uff0c\u6807\u666e500\u6307\u6570\u4e2d\u6750\u6599\u677f\u5757\u80a1\u7968\u57282023\u5e74\u7d2f\u8ba1\u4e0a\u6da8\u4e865.9%\uff0c\u8fdc\u8fdc\u4f4e\u4e8e\u6807\u666e500\u5927\u76d817.8%\u7684\u56de\u62a5\u7387\u3002\u7136\u800c\uff0c\u51fa\u4e4e\u610f\u6599\u7684\u662f\uff0c\u6750\u6599\u80a1\u7684\u8868\u73b0\u5374\u597d\u4e8e\u5176\u4ed610\u4e2a\u677f\u5757\u4e2d\u76845\u4e2a\u677f\u5757\u3002\u5982\u679c\u4e0d\u662f\u901a\u4fe1\u670d\u52a1\u3001\u53ef\u652f\u914d\u6d88\u8d39\u54c1\u548c\u6280\u672f\u8fd9\u4e09\u4e2a\u677f\u5757\u7684\u56de\u62a5\u7387\u8d85\u8fc730%\uff0c\u6750\u6599\u80a1\u7968\u7684\u6392\u540d\u8fd8\u4f1a\u66f4\u9760\u524d\u4e00\u4e9b\u3002<\/p>\n

\u5982\u679c\u5bf9\u6750\u6599\u677f\u5757\u8fdb\u884c\u7ec6\u5206\uff0c\u4eca\u5e74\u8868\u73b0\u6700\u5dee\u7684\u4e09\u4e2a\u5b50\u677f\u5757\u5206\u522b\u662f\u9ec4\u91d1\u80a1\u7968\uff0c\u5e74\u521d\u8fc4\u4eca\u4e0b\u8dcc\u4e8616.3%\uff1b\u5316\u80a5\u548c\u519c\u4e1a\u5316\u5b66\u54c1\u80a1\u7968\uff0c\u4e0b\u8dcc\u4e8614%\uff0c\u4ee5\u53ca\u591a\u5143\u5316\u5316\u5b66\u54c1\u80a1\u7968\uff0c\u4e0b\u8dcc\u4e865.3%\u3002<\/p>\n

\u56e0\u6b64\uff0c\u4ece\u8fd9\u4e9b\u6750\u6599\u5b50\u677f\u5757\u4e2d\u6311\u9009\u51fa\u4ef7\u503c\u88ab\u4f4e\u4f30\u7684\u6750\u6599\u7c7b\u80a1\u7968\u662f\u5f88\u6709\u610f\u4e49\u7684\uff0c\u5982\u679c\u5546\u54c1\u4ef7\u683c\u51fa\u73b0\u4e0a\u6da8\uff0c\u8fd9\u4e9b\u80a1\u7968\u5927\u6982\u7387\u80fd\u5728\u5e74\u5e95\u524d\u53cd\u5f39\u3002<\/p>\n

Newmont (NEM)<\/b><\/strong><\/h2>\n

\u7ebd\u8499\u7279<\/b><\/strong>Newmont<\/b><\/strong>\u00a0(NYSE:NEM<\/b><\/u><\/strong><\/a>)\u662f\u5168\u4e16\u754c\u9886\u5148\u7684\u9ec4\u91d1\u751f\u4ea7\u5546\u3002\u4eca\u5e745\u6708\uff0c\u8be5\u516c\u53f8\u5ba3\u5e03\u5c06\u4ee5288\u4ebf\u6fb3\u5143\u6536\u8d2d\u6fb3\u5927\u5229\u4e9a\u9ec4\u91d1\u751f\u4ea7\u5546Newcrest Mining<\/b><\/strong>\u00a0(OTCMKTS:NCMGY<\/b><\/u><\/strong><\/a>)\u3002\u4ea4\u6613\u5b8c\u6210\u540e\uff0c\u65b0\u7684\u7ebd\u8499\u7279\u516c\u53f8\u6bcf\u5e74\u5c06\u751f\u4ea7800\u4e07\u76ce\u53f8\u9ec4\u91d1\u3002\u7ebd\u8499\u7279\u80a1\u4e1c\u5c06\u4e8e10\u670811\u65e5\u6295\u7968\u8868\u51b3\uff0c\u5982\u679c\u4ea4\u6613\u5f97\u5230\u5168\u90e8\u76d1\u7ba1\u548c\u53cc\u65b9\u80a1\u4e1c\u6279\u51c6\uff0c\u7ebd\u8499\u7279\u80a1\u4e1c\u5c06\u62e5\u6709\u5408\u5e76\u540e\u5b9e\u4f5369%\u7684\u80a1\u4efd\uff0cNewcrest\u80a1\u4e1c\u5c06\u62e5\u6709\u5269\u4f5931%\u7684\u80a1\u4efd\u3002<\/p>\n

\u8be5\u516c\u53f8\u80a1\u4ef7\u73b0\u5728\u6bd42022\u5e744\u6708\u7684\u9ad8\u70b9\u4e0b\u8dcc54%\uff0c\u80a1\u4ef7\u4e0e\u9500\u552e\u989d\u7684\u6bd4\u7387\u53ea\u67092.8\u500d\uff0c\u8fd9\u4e2a\u4f30\u503c\u6307\u6807\u662f\u81ea2018\u5e74\u4ee5\u6765\u6700\u4f4e\u7684\u3002\u4e8b\u5b9e\u4e0a\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u62a5\u544a\u53d1\u5e03\u540e\uff0c\u7ebd\u8499\u7279\u9996\u5e2d\u6267\u884c\u5b98Tom Palmer\u79f0\u7ebd\u8499\u7279\u7684\u8d44\u4ea7\u8d1f\u503a\u8868\u662f\u201c\u4e1a\u5185\u6700\u5f3a\u52b2\u7684\u201d\u3002\u622a\u81f36\u670830\u65e5\uff0c\u8be5\u516c\u53f8\u7684\u51c0\u503a\u52a1\u4e3a29.1\u4ebf\u7f8e\u5143\uff0c\u4ec5\u5360\u5e02\u503c\u76849%\u3002\u8003\u8651\u5230\u77ff\u5c71\u7684\u5f00\u91c7\u548c\u8fd0\u8425\u6210\u672c\uff0c\u8fd9\u6837\u7684\u503a\u52a1\u6c34\u5e73\u662f\u975e\u5e38\u5408\u7406\u7684\u3002<\/p>\n

\u73b0\u5728\uff0c\u7ebd\u8499\u7279\u80a1\u4ef7\u8ddd\u79bb\u517652\u5468\u4f4e\u70b937.45\u7f8e\u5143\u5df2\u7ecf\u4e0d\u8fdc\u3002\u8003\u8651\u5230\u5408\u5e76\u540e\u5b9e\u4f53\u7684\u8d22\u52a1\u5b9e\u529b\uff0c\u572840\u7f8e\u5143\u4e0b\u65b9\u4e70\u5165\u662f\u975e\u5e38\u660e\u667a\u7684\u51b3\u5b9a\u3002<\/p>\n

FMC (FMC)<\/b><\/strong><\/h2>\n

FMC<\/b><\/strong>\u00a0(NYSE:FMC<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u5bb6\u603b\u90e8\u4f4d\u4e8e\u8d39\u57ce\u7684\u519c\u4f5c\u7269\u4fdd\u62a4\u89e3\u51b3\u65b9\u6848\u4f9b\u5e94\u5546\uff0c\u4ea7\u54c1\u5305\u62ec\u6740\u866b\u5242\u3001\u9664\u8349\u5242\u548c\u706d\u83cc\u5242\u3002\u8fd9\u4e09\u5927\u4ea7\u54c1\u7ebf\u5206\u522b\u5360\u516c\u53f8\u4e1a\u52a1\u768458%\u300128%\u548c7%\uff0c\u5176\u4ed6\u4ea7\u54c1\u5360\u5176\u4f59\u76847%\u3002\u8be5\u516c\u53f8\u5546\u4e1a\u6a21\u5f0f\u7684\u6700\u5927\u95ee\u9898\u5728\u4e8e\u5bf9\u5ba2\u6237\uff08\u519c\u6c11\u7b49\uff09\u548c\u5929\u6c14\u7684\u4f9d\u8d56\u3002\u4ee5\u4eca\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e3a\u4f8b\uff0c\u6536\u5165\u6bd4\u53bb\u5e74\u540c\u671f\u4e0b\u964d\u4e8630%\uff08\u6263\u9664\u6c47\u7387\u56e0\u7d20\u4ecd\u4e0b\u964d28%\uff09\uff0c\u90e8\u5206\u539f\u56e0\u662f\u5df4\u897f\u548c\u963f\u6839\u5ef7\u7684\u5e72\u65f1\u5929\u6c14\u3002\u5982\u679c\u4e0d\u662f\u56e0\u4e3a\u4ea7\u54c1\u521b\u65b0\uff0c\u4e1a\u7ee9\u53ef\u80fd\u4f1a\u66f4\u7cdf\u3002<\/p>\n

\u597d\u6d88\u606f\u662f\uff0c\u4e0b\u534a\u5e74\u7684\u6536\u5165\u9884\u8ba1\u53ea\u4f1a\u540c\u6bd4\u4e0b\u964d2%\u3002\u56e0\u6b64\uff0c\u5168\u5e74\u5c55\u671b\u5c06\u540c\u6bd4\u4e0b\u964d9%\u3002\u7ba1\u7406\u5c42\u9884\u8ba12023 \u5e74\u8c03\u6574\u540e\u7684\u606f\u7a0e\u6298\u65e7\u644a\u9500\u524d\u5229\u6da6\uff08EBITDA\uff09\u4e3a13.5\u4ebf\u7f8e\u5143\uff0c\u5904\u4e8e\u6307\u5f15\u76ee\u6807\u7684\u4e2d\u95f4\u4f4d\u7f6e\uff0c\u6bd42022 \u5e74\u4e0b\u964d4%\u3002\u4e0d\u8fc7\uff0c\u9884\u8ba1\u4e0b\u534a\u5e74\u8c03\u6574\u540eEBITDA\u5c06\u589e\u957f16%\u3002\u8be5\u516c\u53f8\u80a1\u4ef7\u81ea2020\u5e743\u6708\u4ee5\u6765\u5df2\u8dcc\u81f3\u6700\u4f4e\u70b9\u3002\u5728\u6b64\u4e4b\u524d\u7684\u4e0a\u4e00\u6b21\u5927\u5e45\u4e0b\u8dcc\u662f\u57282014\u5e74\u548c2015\u5e74\u3002\u5982\u679c\u6295\u8d44\u671f\u9650\u67093\u81f35\u5e74\uff0c70-75\u7f8e\u5143\u4e2d\u95f4\u662fFMC\u80a1\u7968\u7684\u4e00\u4e2a\u597d\u7684\u4e70\u70b9\u3002\u56e0\u4e3a\u5168\u4e16\u754c\u5bf9\u5176\u4ea7\u54c1\u7684\u9700\u6c42\u4e0d\u4f1a\u5f88\u5feb\u6d88\u5931\u3002<\/p>\n

Celanese (CE)<\/b><\/strong><\/h2>\n

\u4e0e\u5176\u4ed6\u4e24\u53ea\u80a1\u7968\u4e0d\u540c\uff0cCelanese<\/b><\/strong>\u00a0(NYSE:CE<\/b><\/u><\/strong><\/a>)\u80a1\u7968\u4eca\u5e74\u8868\u73b0\u51fa\u8272\uff0c\u5e74\u521d\u81f3\u4eca\u7684\u6da8\u5e45\u8d85\u8fc725%\u3002\u7136\u800c\uff0c\u8be5\u80a1\u7684\u4ef7\u503c\u4ecd\u6709\u53ef\u80fd\u88ab\u4f4e\u4f30\u4e86\u3002\u8d22\u62a5\u663e\u793a\uff0c2023\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u6536\u5165\u4e3a28\u4ebf\u7f8e\u5143\uff0c\u6bd42022\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u589e\u957f12.4%\uff0c\u4f46\u6bd4Zacks\u5206\u6790\u5e08\u4e00\u81f4\u9884\u671f\u4f4e\u4e864000\u591a\u4e07\u7f8e\u5143\u3002\u51c0\u5229\u6da6\u65b9\u9762\uff0c\u8be5\u516c\u53f8\u6bcf\u80a1\u6536\u76ca\u4e3a2.17\u7f8e\u5143\uff0c\u6bd4\u53bb\u5e74\u540c\u671f\u4e0b\u964d57%\uff0c\u6bd4\u5206\u6790\u5e08\u9884\u671f\u4f4e29\u7f8e\u5206\u3002\u7531\u4e8e\u4e1a\u7ee9\u4e0d\u4f73\uff0c\u80a1\u4ef7\u5728\u4e8c\u5b63\u62a5\u540e\u4e0b\u8dcc\u4e86\u51e0\u4e2a\u767e\u5206\u70b9\uff0c\u4f46\u662f\u57288\u6708\u4efd\u5df2\u7ecf\u633d\u56de\u4e86\u6b64\u524d\u7684\u5168\u90e8\u4e0b\u8dcc\u635f\u5931\u3002<\/p>\n

Celanese\u6709\u4e24\u5927\u4e1a\u52a1\u90e8\u95e8\uff0c\u5206\u522b\u662f\u5de5\u7a0b\u6750\u6599\u90e8\u95e8\uff08\u5360\u9500\u552e\u989d\u768456%\uff09\u548c\u4e59\u9170\u57fa\u94fe\u90e8\u95e8\uff08\u5360\u9500\u552e\u989d\u768444%\uff09\u3002\u524d\u8005\u7684\u4ea7\u54c1\u5305\u62ec\u5c3c\u9f99\u5316\u5408\u7269\u3001\u805a\u5bf9\u82ef\u4e8c\u7532\u9178\u4e59\u4e8c\u916f\uff08PET\uff09\u548c\u70ed\u5851\u6027\u5851\u6599\u3002\u540e\u8005\u4ee5\u751f\u4ea7\u7528\u4e8e\u5236\u9020\u918b\u7684\u918b\u9178\u800c\u95fb\u540d\u3002\u5728\u5de5\u4e1a\u4e0a\u4e3b\u8981\u751f\u4ea7\u5851\u6599\u3001\u7167\u76f8\u80f6\u7247\u548c\u6cb9\u6f06\u7684\u5fc5\u9700\u54c1\u3002<\/p>\n

\u4eca\u5e746\u6708\uff0c\u8be5\u516c\u53f8\u4e0e\u4e09\u4e95\u7269\u4ea7\u682a\u5f0f\u4f1a\u793e\u6210\u7acb\u4e86\u4e00\u5bb6\u5408\u8d44\u4f01\u4e1a\uff0c\u7ecf\u8425\u540d\u4e3aNutrinova\u7684\u98df\u54c1\u914d\u6599\u4e1a\u52a1\u3002Celanese\u5c06\u5411\u5408\u8d44\u4f01\u4e1a\u63d0\u4f9b\u5176\u98df\u54c1\u914d\u6599\u8d44\u4ea7\u3001\u6280\u672f\u548c\u5458\u5de5\u3002\u4e09\u4e95\u7269\u4ea7\u5c06\u652f\u4ed84.73\u4ebf\u7f8e\u5143\u8d2d\u4e70\u5408\u8d44\u516c\u53f870%\u7684\u4e1a\u52a1\uff0cCelanese\u4fdd\u755930%\u7684\u80a1\u4efd\uff0c\u5c06\u7528\u8fd9\u7b14\u6536\u76ca\u507f\u8fd8\u4e00\u90e8\u5206\u503a\u52a1\u3002\u4e70\u5165\u8fd9\u53ea\u6750\u6599\u80a1\u7684\u4e00\u4e2a\u539f\u56e0\u662f\u8be5\u516c\u53f8\u7b2c\u4e8c\u5b63\u5ea6\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u4e3a6.11\u4ebf\u7f8e\u5143\uff0c\u6bd4\u516c\u53f8\u5386\u53f2\u4e0a\u4efb\u4f55\u4e00\u4e2a\u5b63\u5ea6\u90fd\u81f3\u5c11\u9ad8\u51fa18%\u3002\u800c\u5065\u5eb7\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u6c38\u8fdc\u5e94\u8be5\u4f5c\u4e3a\u4e70\u5165\u80a1\u7968\u65f6\u8003\u91cf\u7684\u4e00\u4e2a\u6307\u6807\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u622a\u6b629\u670814\u65e5\uff0c\u6807\u666e500\u6307\u6570\u4e2d\u6750\u6599\u677f\u5757\u80a1\u7968\u57282023\u5e74\u7d2f\u8ba1\u4e0a\u6da8\u4e865.9%\uff0c\u8fdc\u8fdc\u4f4e\u4e8e\u6807\u666e500\u5927\u76d817.8%\u7684 […]<\/p>\n","protected":false},"author":31,"featured_media":449229,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521],"tags":[526,1997,659,440],"class_list":["post-472350","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","tag-526","tag-1997","tag-659","tag-440","sectors-623","sectors-gold-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/472350","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=472350"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/472350\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/449229"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=472350"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=472350"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=472350"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}