{"id":626485,"date":"2026-03-19T00:40:38","date_gmt":"2026-03-19T07:40:38","guid":{"rendered":"https:\/\/nai500.com\/?p=626485"},"modified":"2026-03-19T00:40:38","modified_gmt":"2026-03-19T07:40:38","slug":"%e8%83%bd%e6%ba%90%e5%8d%b1%e5%b1%80%e4%b8%8b%e7%9a%84%e8%b5%a2%e5%ae%b6%ef%bc%9a%e7%b2%be%e9%80%896%e5%8f%aa%e7%9f%b3%e6%b2%b9%e5%92%8clng%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2026\/03\/%e8%83%bd%e6%ba%90%e5%8d%b1%e5%b1%80%e4%b8%8b%e7%9a%84%e8%b5%a2%e5%ae%b6%ef%bc%9a%e7%b2%be%e9%80%896%e5%8f%aa%e7%9f%b3%e6%b2%b9%e5%92%8clng%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u80fd\u6e90\u5371\u5c40\u4e0b\u7684\u8d62\u5bb6\uff1a\u7cbe\u90096\u53ea\u77f3\u6cb9\u548cLNG\u80a1\u7968"},"content":{"rendered":"

\u970d\u5c14\u6728\u5179\u6d77\u5ce1\u7684\u98ce\u4e91\u7a81\u53d8\uff0c\u4e0d\u4ec5\u8ba9\u5168\u7403\u6cb9\u4ef7\u55c5\u5230\u4e86100\u7f8e\u5143\u7684\u6c14\u606f\uff0c\u66f4\u5728\u80fd\u6e90\u5e02\u573a\u4e0a\u6380\u8d77\u4e86\u4e00\u573a\u5173\u4e8e\u201c\u5b89\u5168”\u4e0e\u201c\u7a00\u7f3a”\u7684\u91cd\u65b0\u5b9a\u4ef7\u3002\u5728\u8fd9\u573a\u5730\u7f18\u535a\u5f08\u4e2d\uff0c\u8d62\u5bb6\u7684\u8f6e\u5ed3\u9010\u6e10\u6e05\u6670\uff1a\u4e00\u7c7b\u662f\u80fd\u591f\u514d\u53d7\u4f9b\u5e94\u4e2d\u65ad\u56f0\u6270\u3001\u5750\u4eab\u6cb9\u4ef7\u4e0a\u6da8\u7ea2\u5229\u7684\u7f8e\u56fd\u672c\u571f\u6cb9\u6c14\u5de8\u5934\uff1b\u53e6\u4e00\u7c7b\u5219\u662f\u91cd\u5851\u5168\u7403\u80fd\u6e90\u8d38\u6613\u683c\u5c40\u3001\u4ece\u5929\u7136\u6c14\uff08LNG\uff09\u7ed3\u6784\u6027\u77ed\u7f3a\u4e2d\u83b7\u76ca\u7684\u4ea7\u4e1a\u94fe\u4f7c\u4f7c\u8005\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u7cbe\u9009\u76843\u53ea\u77f3\u6cb9\u548c3\u53eaLNG\u9886\u57df\u7684\u80a1\u7968\uff0c\u5b83\u4eec\u6216\u56e0\u5730\u5229\uff0c\u6216\u56e0\u58c1\u5792\uff0c\u5728\u5f53\u524d\u5c40\u52bf\u4e0b\u5c55\u73b0\u51fa\u4e86\u72ec\u7279\u7684\u6295\u8d44\u4ef7\u503c\u3002<\/p>\n

\u77f3\u6cb9\u7bc7\uff1a\u672c\u571f\u4f18\u52bf\u4e0e\u6cb9\u4ef7\u7ea2\u5229<\/h2>\n

\u5f53\u6d77\u5916\u4f9b\u5e94\u53d8\u5f97\u4e0d\u53ef\u9760\uff0c\u62e5\u6709\u7a33\u5b9a\u672c\u571f\u8d44\u6e90\u7684\u7f8e\u56fd\u77f3\u6cb9\u516c\u53f8\u6210\u4e3a\u4e86\u5929\u7136\u7684\u907f\u98ce\u6e2f\u3002\u5b83\u4eec\u4e0d\u4ec5\u76f4\u63a5\u53d7\u76ca\u4e8e\u6cb9\u4ef7\u4e0a\u6da8\uff0c\u66f4\u56e0\u8d44\u4ea7\u7684\u6218\u7565\u5b89\u5168\u6027\u83b7\u5f97\u4e86\u4f30\u503c\u91cd\u4f30\u7684\u673a\u4f1a\u3002<\/p>\n

1. \u96ea\u4f5b\u9f99 (CVX)<\/a>: \u517c\u5177\u97e7\u6027\u4e0e\u6536\u76ca\u7684\u5de8\u64d8<\/h3>\n

\u4f5c\u4e3a\u5168\u7403\u6cb9\u6c14\u5de8\u5934\uff0c\u96ea\u4f5b\u9f99\u5728\u52a8\u8361\u73af\u5883\u4e2d\u7684\u4f18\u52bf\u5728\u4e8e\u4e1a\u52a1\u7684\u591a\u5143\u5316\u548c\u8d22\u52a1\u7684\u7a33\u5065\u6027\u3002\u5206\u6790\u5e08Salisbury\u6307\u51fa\uff0c\u96ea\u4f5b\u9f99\u6709\u671b\u53d7\u76ca\u4e8e\u5728\u59d4\u5185\u745e\u62c9\u7684\u73b0\u6709\u5e03\u5c40\uff0c\u5f53\u5730\u4e1a\u52a1\u7684\u6269\u5f20\u8ba1\u5212\u4e3a\u8be5\u516c\u53f8\u63d0\u4f9b\u4e86\u989d\u5916\u7684\u589e\u957f\u671f\u6743\u3002\u66f4\u91cd\u8981\u7684\u662f\uff0c3.6%\u7684\u80a1\u606f\u7387\u4e3a\u5f53\u524d\u8ffd\u6c42\u786e\u5b9a\u6027\u7684\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u575a\u5b9e\u7684\u6536\u76ca\u7f13\u51b2\u3002\u7f8e\u94f6\u7ed9\u4e88\u8be5\u80a1\u201c\u4e70\u5165”\u8bc4\u7ea7\uff0c\u76ee\u6807\u4ef7206\u7f8e\u5143\u3002<\/p>\n

2. SLB Ltd. (SLB)<\/a>: \u56fd\u9645\u6cb9\u670d\u7684\u6280\u672f\u62a4\u57ce\u6cb3<\/h3>\n

\u5f53\u80fd\u6e90\u5b89\u5168\u6210\u4e3a\u9996\u8981\u8bae\u9898\uff0c\u7ef4\u6301\u5e76\u6269\u5927\u672c\u571f\u53ca\u53cb\u597d\u533a\u57df\u7684\u6cb9\u6c14\u4ea7\u91cf\u6210\u4e3a\u5404\u56fd\u5171\u8bc6\u3002SLB\u4f5c\u4e3a\u5168\u7403\u9886\u5148\u7684\u6cb9\u670d\u516c\u53f8\uff0c\u56fd\u9645\u548c\u6d77\u4e0a\u6cb9\u7530\u670d\u52a1\u4e1a\u52a1\u5904\u4e8e\u884c\u4e1a\u9886\u5148\u5730\u4f4d\u3002\u5206\u6790\u5e08Saurabh Pant\u8ba4\u4e3a\uff0c\u5c3d\u7ba1\u7f8e\u56fd\u9875\u5ca9\u5e02\u573a\u5728\u590d\u82cf\uff0c\u4f46SLB\u7684\u4e2d\u671f\u589e\u957f\u5f15\u64ce\u5c06\u6765\u81ea\u56fd\u9645\u5e02\u573a\u3002\u6570\u5b57\u5316\u548c\u6570\u636e\u4e2d\u5fc3\u89e3\u51b3\u65b9\u6848\u7b49\u65b0\u5174\u4e1a\u52a1\u4e5f\u4e3a\u4f20\u7edf\u80fd\u6e90\u6295\u8d44\u589e\u6dfb\u4e86\u65b0\u7684\u5438\u5f15\u529b\u3002\u7f8e\u94f6\u76ee\u6807\u4ef7\u4e3a55\u7f8e\u5143\u3002<\/p>\n

3. Devon Energy Corp. (DVN)<\/a>: \u89c4\u6a21\u6548\u5e94\u7684\u6574\u5408\u8005<\/h3>\n

\u5728\u7f8e\u56fd\u672c\u571f\u7684\u72ec\u7acb\u6cb9\u6c14\u751f\u4ea7\u5546\u4e2d\uff0cDevon Energy\u6b63\u901a\u8fc7\u6574\u5408\u5bfb\u6c42\u66f4\u5f3a\u7684\u5b9a\u4ef7\u6743\u3002\u8be5\u516c\u53f8\u4e0eCoterra Energy\u7684\u5408\u5e76\u8ba1\u5212\u4e00\u65e6\u5b8c\u6210\uff0c\u5c06\u8bde\u751f\u7f8e\u56fd\u672c\u571f\u6700\u5927\u7684\u6cb9\u6c14\u52d8\u63a2\u4e0e\u751f\u4ea7\u516c\u53f8\u4e4b\u4e00\u3002\u5206\u6790\u5e08Kalei Akamine\u8ba4\u4e3a\uff0c\u8fd9\u79cd\u89c4\u6a21\u4f18\u52bf\u6709\u671b\u63a8\u52a8\u516c\u53f8\u80a1\u7968\u8bc4\u7ea7\u4e0a\u8c03\u3002\u5728\u4f9b\u5e94\u7d27\u5f20\u7684\u80cc\u666f\u4e0b\uff0c\u89c4\u6a21\u66f4\u5927\u7684\u72ec\u7acb\u751f\u4ea7\u5546\u5728\u83b7\u53d6\u8d44\u672c\u548c\u9501\u5b9a\u5229\u6da6\u65b9\u9762\u66f4\u5177\u4f18\u52bf\u3002\u7f8e\u94f6\u7ed9\u4e88\u8be5\u80a1\u201c\u4e70\u5165”\u8bc4\u7ea7\uff0c\u76ee\u6807\u4ef746\u7f8e\u5143\u3002<\/p>\n

LNG\u7bc7\uff1a\u91cd\u5851\u5168\u7403\u6c14\u6d41\u7684\u6218\u7565\u8d44\u4ea7<\/h2>\n

\u539f\u6cb9\u8fd0\u8f93\u53d7\u963b\uff0c\u5929\u7136\u6c14\u7684\u5904\u5883\u66f4\u4e3a\u4e25\u5cfb\u2014\u2014\u56e0\u4e3a\u5168\u740320%\u7684LNG\u8d38\u6613\u6d41\u7ecf\u970d\u5c14\u6728\u5179\u6d77\u5ce1\uff0c\u8fd9\u4e00\u6bd4\u4f8b\u5bf9\u4e9a\u6d32\u5e02\u573a\u5c24\u4e3a\u5173\u952e\u3002\u8fd9\u76f4\u63a5\u89e6\u53d1\u4e86\u5bf9LNG\u4ef7\u503c\u94fe\u7684\u91cd\u4f30\uff0c\u4ece\u751f\u4ea7\u8bbe\u65bd\u5230\u8fd0\u8f93\u8239\u8236\uff0c\u90fd\u6210\u4e3a\u4e86\u7a00\u7f3a\u8d44\u6e90\u3002<\/p>\n

1. Cheniere Energy Inc. (LNG)<\/a>: \u5168\u7403\u9f99\u5934\u7684\u7a33\u5065\u6ea2\u4ef7<\/h3>\n

\u4f5c\u4e3a\u7f8e\u56fd\u6700\u5927\u3001\u5168\u7403\u7b2c\u4e8c\u5927\u7684LNG\u751f\u4ea7\u5546\uff0cCheniere Energy\u662f\u4efb\u4f55LNG\u6295\u8d44\u8bdd\u9898\u90fd\u7ed5\u4e0d\u5f00\u7684\u540d\u5b57\u3002\u8be5\u516c\u53f8\u5728\u8def\u6613\u65af\u5b89\u90a3\u5dde\u548c\u5f97\u514b\u8428\u65af\u5dde\u7684\u4e24\u5927\u51fa\u53e3\u8bbe\u65bd\u662f\u7f8e\u56fd\u7684\u80fd\u6e90\u51fa\u53e3\u5fc3\u810f\u3002\u5c3d\u7ba1\u516c\u53f8\u7ea690%\u7684\u4ea7\u91cf\u5df2\u88ab\u957f\u671f\u5408\u540c\u9501\u5b9a\uff0c\u9650\u5236\u4e86\u5176\u5728\u73b0\u8d27\u5e02\u573a\u4e0a\u7684\u6781\u7aef\u5f39\u6027\uff0c\u4f46\u8fd9\u4e5f\u610f\u5473\u7740\u7a33\u5b9a\u3001\u53ef\u89c1\u7684\u73b0\u91d1\u6d41\u548c\u6781\u5f3a\u7684\u6297\u98ce\u9669\u80fd\u529b\u3002\u5269\u4f59\u768410%\u655e\u53e3\uff0c\u8db3\u4ee5\u8ba9\u8be5\u516c\u53f8\u5728\u5f53\u524d\u9ad8\u4ef7\u73af\u5883\u4e2d\u83b7\u5f97\u8d85\u989d\u5229\u6da6\u3002<\/p>\n

2. Venture Global Inc. (VG)<\/a>: \u540e\u6765\u5c45\u4e0a\u7684\u6269\u5f20\u8005<\/h3>\n

\u5982\u679c\u8bf4Cheniere\u4ee3\u8868\u7a33\u5b9a\uff0c\u90a3\u4e48Venture Global\u5219\u4ee3\u8868\u6210\u957f\u4e0e\u5f39\u6027\u3002\u8be5\u516c\u53f8\u8fd1\u671f\u5bf9\u8def\u6613\u65af\u5b89\u90a3\u5dde\u9879\u76ee\u4e8c\u671f\u505a\u51fa\u6700\u7ec8\u6295\u8d44\u51b3\u5b9a\uff08FID\uff09\uff0c\u5e76\u9501\u5b9a\u8d8580\u4ebf\u7f8e\u5143\u878d\u8d44\uff0c\u603b\u878d\u8d44\u989d\u8fbe207\u4ebf\u7f8e\u5143\u3002\u5206\u6790\u5e08\u9884\u671f\u6b64\u4e3e\u5c06\u4f7f\u5f97\u8be5\u516c\u53f8\u8d85\u8d8aCheniere\uff0c\u6210\u4e3a\u7f8e\u56fd\u6700\u5927\u7684LNG\u51fa\u53e3\u5546\u3002\u5927\u89c4\u6a21\u7684\u65b0\u589e\u4ea7\u80fd\uff0c\u5c24\u5176\u662f\u5728\u5f53\u524d\u9ad8\u4ef7\u73af\u5883\u4e0b\u7684\u6295\u4ea7\uff0c\u610f\u5473\u7740\u672a\u6765\u7684\u76c8\u5229\u589e\u957f\u6f5c\u529b\u5de8\u5927\u3002<\/p>\n

3. Flex LNG Ltd. (FLNG): \u6d77\u4e0a\u8fd0\u8f93\u7684\u201c\u5356\u94f2\u4eba”<\/h3>\n

\u5f53\u6240\u6709\u4eba\u90fd\u5728\u5173\u6ce8\u6c14\u4f53\u672c\u8eab\u65f6\uff0c\u8fd0\u8f93\u73af\u8282\u7684\u74f6\u9888\u540c\u6837\u4e0d\u5bb9\u5ffd\u89c6\u3002\u7531\u4e8e\u5929\u7136\u6c14\u9700\u51b7\u5374\u81f3\u96f6\u4e0b162\u6444\u6c0f\u5ea6\u8fd0\u8f93\uff0c\u4e13\u4e1a\u7684LNG\u8fd0\u8f93\u8239\u662f\u5168\u7403\u8d38\u6613\u4e2d\u4e0d\u53ef\u6216\u7f3a\u5374\u4f9b\u7ed9\u53d7\u9650\u7684\u4e00\u73af\u3002Flex LNG\u8fd0\u8425\u7740\u4e00\u652f\u8f83\u4e3a\u5e74\u8f7b\u7684\u73b0\u4ee3\u5316\u8239\u961f\uff0c\u4e14\u5927\u90e8\u5206\u8239\u8236\u5df2\u7b7e\u6709\u957f\u671f\u79df\u7ea6\u3002\u6b63\u5982\u5206\u6790\u5e08Vince Stanzione\u6240\u8a00\uff0c\u8fd9\u4f7f\u5f97\u8be5\u80a1\u6210\u4e3a\u4e00\u4e2a\u201c\u9632\u5fa1\u6027\u3001\u9ad8\u80a1\u606f”\u7684LNG\u822a\u8fd0\u6807\u7684\u3002\u7ea610%\u7684\u80a1\u606f\u7387\u5728\u52a8\u8361\u5e02\u4e2d\u6781\u5177\u5438\u5f15\u529b\uff0c\u800c\u5c11\u91cf\u73b0\u8d27\u5e02\u573a\u7684\u655e\u53e3\u53c8\u4fdd\u7559\u4e86\u4e1a\u7ee9\u5f39\u6027\u3002<\/p>\n

\u7efc\u4e0a\u6240\u8ff0\uff0c\u65e0\u8bba\u662f\u624e\u6839\u672c\u571f\u7684\u77f3\u6cb9\u751f\u4ea7\u5546\uff0c\u8fd8\u662f\u638c\u63a7\u6838\u5fc3\u7269\u6d41\u73af\u8282\u7684LNG\u4f01\u4e1a\uff0c\u5b83\u4eec\u90fd\u5728\u5f53\u524d\u7684\u80fd\u6e90\u5371\u5c40\u4e2d\uff0c\u6784\u7b51\u4e86\u4e00\u9053\u72ec\u7279\u7684\u201c\u4f9b\u7ed9\u5b89\u5168”\u58c1\u5792\u3002\u5bf9\u4e8e\u6295\u8d44\u8005\u800c\u8a00\uff0c\u8fd9\u6216\u8bb8\u6b63\u662f\u5bf9\u51b2\u5b8f\u89c2\u98ce\u9669\u3001\u5e03\u5c40\u80fd\u6e90\u53d8\u5c40\u7684\u5173\u952e\u6240\u5728\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u970d\u5c14\u6728\u5179\u6d77\u5ce1\u7684\u98ce\u4e91\u7a81\u53d8\uff0c\u4e0d\u4ec5\u8ba9\u5168\u7403\u6cb9\u4ef7\u55c5\u5230\u4e86100\u7f8e\u5143\u7684\u6c14\u606f\uff0c\u66f4\u5728\u80fd\u6e90\u5e02\u573a\u4e0a\u6380\u8d77\u4e86\u4e00\u573a\u5173\u4e8e\u201c\u5b89\u5168” […]<\/p>\n","protected":false},"author":27,"featured_media":553414,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2415,1787,538,2247],"class_list":["post-626485","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-u-s-stocks-zh-hans","tag-1787","tag-538","tag-2247","sectors-oil-gas-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/626485","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\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=626485"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/626485\/revisions"}],"predecessor-version":[{"id":626488,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/626485\/revisions\/626488"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/553414"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=626485"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=626485"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=626485"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}