{"id":410937,"date":"2022-01-14T19:12:34","date_gmt":"2022-01-15T03:12:34","guid":{"rendered":"https:\/\/nai500.com\/?p=410937"},"modified":"2022-01-14T19:12:34","modified_gmt":"2022-01-15T03:12:34","slug":"3%e5%8f%aa-%e5%8f%af%e5%86%8d%e7%94%9f-%e8%83%bd%e6%ba%90-%e8%82%a1%e7%a5%a8-%e7%88%86%e7%99%bc","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/01\/3%e5%8f%aa-%e5%8f%af%e5%86%8d%e7%94%9f-%e8%83%bd%e6%ba%90-%e8%82%a1%e7%a5%a8-%e7%88%86%e7%99%bc\/","title":{"rendered":"\u90193\u53ea\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u7968\u4eca\u5e74\u5927\u6982\u7387\u5c07\u8fce\u4f86\u7206\u767c"},"content":{"rendered":"

\u904e\u53bb\u4e00\u5e74\uff0c\u96d6\u7136\u53ef\u518d\u751f\u80fd\u6e90\u7684\u547c\u8072\u5f88\u9ad8\uff0c\u4f46\u662f\u80a1\u7968\u8868\u73fe\u7e3d\u9ad4\u4e0d\u4f73\uff0c\u4f46\u662f\u4eca\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u7968\u53cd\u5f48\u7684\u53ef\u80fd\u6027\u6975\u5927\u3002Caldwell Investment Management\u7e3d\u88c1Brendan Caldwell\u9810\u8a08\uff0c\u7531\u65bc\u5b8f\u89c0\u74b0\u5883\u7684\u6539\u5584\uff0c\u8a72\u884c\u696d\u7684\u696d\u7e3e\u4e5f\u6703\u66f4\u597d\u3002\u4ed6\u8868\u793a\uff0c\u201c\u6211\u559c\u6b61\u9019\u4e9b\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u7968\u7684\u4f9d\u64da\u662f\u78ba\u4fe1\u4f60\u5011\u6703\u770b\u5230\u5c0d\u80fd\u6e90\u7684\u6301\u7e8c\u9700\u6c42\u3002\u201d<\/p>\n

Caldwell\u88dc\u5145\u9053\uff0c\u201c\u6211\u5011\u53ef\u80fd\u6703\u57282022\u5e74\u770b\u5230\u9019\u4e9b\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u7968\u8fce\u4f86\u7b2c\u4e8c\u6625\u201d\u3002 \u76f8\u6bd4\u4e4b\u4e0b\uff0cBrookfield Renewable Partners<\/strong>\u00a0(TSX:BEP.UN<\/a>)(NYSE:BEP)<\/a>\u3001Northland Power<\/strong>\u00a0(TSX:NPI)<\/a>\u548cBoralex\u00a0<\/strong>(TSX:BLX)<\/a>\u9019\u5e7e\u96bb\u53ef\u518d\u751f\u80fd\u6e90\u6210\u9577\u80a1\uff0c\u6295\u8cc7\u8005\u5982\u679c\u80fd\u4fdd\u6301\u4e00\u5b9a\u7684\u8010\u5fc3\uff0c\u61c9\u8a72\u6703\u6536\u7a6b\u6eff\u6eff\u3002<\/p>\n

\u4e0d\u65b7\u589e\u9577\u7684\u6a5f\u6703<\/strong><\/h2>\n

Brookfield Renewable\u73fe\u5728\u6b63\u662f\u8cb7\u5165\u6a5f\u6703\uff0c43.33\u52a0\u5143\u7684\u80a1\u50f9\u6bd4\u4e00\u5e74\u524d\u4f4e\u4e8628%\uff0c\u4e0d\u904e\uff0c\u5e02\u5834\u5206\u6790\u5e2b\u8a8d\u70ba\u8a72\u80a112\u500b\u6708\u5167\u670922.46%\u81f347.15%\u7684\u6f5b\u5728\u4e0a\u5347\u7a7a\u9593\u3002\u6b64\u5916\uff0c\u4f5c\u70ba\u4e00\u96bb\u516c\u7528\u4e8b\u696d\u80a1\u7968\uff0c\u8a72\u80a1\u9084\u63d0\u4f9b3.6%\u7684\u80a1\u606f\u6536\u76ca\u7387\u3002<\/p>\n

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\u8a72\u516c\u53f8\u9996\u5e2d\u57f7\u884c\u5b98Connor Teskey\u8868\u793a\uff0c\u201c\u96a8\u8457\u5168\u7403\u7d93\u6fdf\u7684\u53bb\u78b3\u5316\u7e7c\u7e8c\u5f9e\u5e55\u5f8c\u8d70\u5411\u524d\u81fa\uff0c\u6211\u5011\u6b63\u8655\u65bc\u6709\u5229\u5730\u4f4d\uff0c\u53ef\u4ee5\u6293\u4f4f\u4e0d\u65b7\u589e\u9577\u7684\u6a5f\u6703\uff0c\u540c\u6642\u70ba\u6211\u5011\u7684\u6295\u8cc7\u8005\u8d0f\u5f97\u8c50\u539a\u7684\u56de\u5831\u3002\u201d\u6295\u8cc7\u8005\u53ef\u4ee5\u671f\u5f85\uff0cBrookfield\u5c07\u7372\u5f97\u66f4\u591a\u7684\u96fb\u529b\u8cfc\u8cb7\u5354\u8b70\u4ee5\u5916\u5305\u66f4\u591a\u7684\u53ef\u518d\u751f\u80fd\u6e90\u3002<\/p>\n

\u53ef\u6301\u7e8c\u7684\u57fa\u790e\u8a2d\u65bd\u8cc7\u7522<\/strong><\/h2>\n

\u7e3d\u90e8\u4f4d\u65bc\u591a\u502b\u591a\u7684Northland Power\u662f\u4e00\u5bb6\u6e05\u6f54\u548c\u7da0\u8272\u7684\u53ef\u6301\u7e8c\u57fa\u790e\u8a2d\u65bd\u8cc7\u7522\u7684\u958b\u767c\u5546\u3001\u5efa\u8a2d\u8005\u3001\u6240\u6709\u8005\u548c\u904b\u71df\u5546\u3002\u9019\u5bb6\u50f9\u503c84.4\u5104\u52a0\u5143\u7684\u516c\u53f8\u662f\u52a0\u62ff\u5927\u9996\u6279\u7368\u7acb\u767c\u96fb\u5546\uff08IPP\uff09\u4e4b\u4e00\u3002\u76ee\u524d\uff0cNorthland\u57288\u500b\u570b\u5bb6\u958b\u5c55\u696d\u52d9\uff0c\u4e26\u64c1\u6709\u5927\u91cf\u65e9\u671f\u548c\u4e2d\u671f\u7684\u767c\u5c55\u6a5f\u6703\u3002<\/p>\n

Northland\u7684\u9ad8\u8cea\u91cf\u96fb\u529b\u57fa\u790e\u8a2d\u65bd\u8cc7\u7522\u7684\u591a\u6a23\u5316\u7d44\u5408\u662f\u4e00\u500b\u7af6\u722d\u512a\u52e2\u3002\u5927\u7d0495%\u7684\u6536\u5165\u4f86\u81ea\u4e8e\u8207\u4fe1\u7528\u826f\u597d\u7684\u653f\u5e9c\u5c0d\u624b\u65b9\u7684\u9577\u671f\u5408\u540c\u3002\u9664\u4e86\u76ee\u524d\u76843GW\u904b\u71df\u80fd\u529b\u5916\uff0c\u7ba1\u7406\u5c64\u9084\u5728\u591a\u500b\u5e02\u5834\u767c\u73fe\u4e86\u91cd\u8981\u7684\u767c\u5c55\u6a5f\u6703\uff084\u81f35 GW\uff09\u3002<\/p>\n

\u7ba1\u7406\u5c64\u6b63\u6e96\u5099\u8b93Northland\u5728\u5168\u7403\u812b\u78b3\u7684\u65b0\u6d6a\u6f6e\u4e2d\u7ad9\u7a69\u8173\u8ddf\u3002\u540c\u6642\uff0c\u9810\u8a08\u5230\u9019\u500b\u5341\u5e74\u5f8c\u534a\u6bb5\uff0c\u8a72\u516c\u53f8\u8abf\u6574\u5f8c\u7684EBITDA\u5c07\u9054\u523025\u5104\u52a0\u5143\u4ee5\u4e0a\u3002\u8a72\u80a1\u7576\u524d\u80a1\u50f9\u70ba35.48\u52a0\u5143\uff0c\u5982\u679c\u4eca\u5929\u6295\u8cc7\uff0c\u5c31\u80fd\u6536\u7a6b3.37%\u7684\u80a1\u606f\u6536\u76ca\u7387\u3002\u5e02\u5834\u5206\u6790\u5e2b\u7d66\u4e88\u8a72\u80a1\u768412\u500b\u6708\u5e73\u5747\u76ee\u6a19\u50f9\u683c\u70ba47.83\u52a0\u5143\uff0c\u610f\u5473\u845734.81%\u7684\u4e0a\u6f32\u5340\u9593\u3002<\/p>\n

\u5f37\u5927\u7684\u696d\u52d9\u6a21\u5f0f<\/strong><\/h2>\n

Boralex\u6536\u8cfc\u548c\u958b\u767c\u53ef\u518d\u751f\u80fd\u6e90\u751f\u7522\u57fa\u5730\uff0c\u63d0\u4f9b\u6709\u5438\u5f15\u529b\u7684\u3001\u7d93\u904e\u98a8\u96aa\u8abf\u6574\u7684\u6295\u8cc7\u8cc7\u672c\u56de\u5831\u3002\u6839\u64da\u7ba1\u7406\u5c64\u7684\u8aaa\u6cd5\uff0c\u516c\u53f8\u7684\u589e\u9577\u662f\u4ee5\u9577\u671f\u9858\u666f\u70ba\u57fa\u790e\u7684\u3002\u9019\u5bb6\u50f9\u503c34.8\u5104\u52a0\u5143\u7684\u516c\u53f8\u76ee\u524d\u5728\u52a0\u62ff\u5927\u3001\u6cd5\u570b\u548c\u7f8e\u570b\u904b\u71df\u3002<\/p>\n

\u7531\u65bc99%\u7684\u7522\u80fd\u662f\u8207\u8ca1\u52d9\u72c0\u6cc1\u826f\u597d\u7684\u516c\u53f8\u7c3d\u8a02\u7684\u9577\u671f\u5408\u540c\uff0cBoralex\u4e00\u76f4\u4fdd\u6301\u8457\u7a69\u5065\u7684\u5546\u696d\u6a21\u5f0f\uff0c\u800c\u4e14\u5e73\u5747\u5269\u9918\u671f\u9650\u9084\u670913\u5e74\u3002\u76ee\u524d\uff0c\u8a72\u516c\u53f8\u7684\u6230\u7565\u8a08\u5283\u662f\u5c07\u7f8e\u570b\u4f5c\u70ba\u512a\u5148\u5e02\u5834\uff0c\u540c\u6642\u64f4\u5927\u5728\u6b50\u6d32\u7684\u696d\u52d9\u3002<\/p>\n

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\u64f4\u5f35\u6a21\u5f0f<\/strong><\/h2>\n

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\u904e\u53bb\u4e00\u5e74\uff0c\u96d6\u7136\u53ef\u518d\u751f\u80fd\u6e90\u7684\u547c\u8072\u5f88\u9ad8\uff0c\u4f46\u662f\u80a1\u7968\u8868\u73fe\u7e3d\u9ad4\u4e0d\u4f73\uff0c\u4f46\u662f\u4eca\u5e74\uff0c\u53ef\u518d\u751f\u80fd\u6e90\u80a1\u7968\u53cd\u5f48\u7684\u53ef\u80fd\u6027\u6975\u5927\u3002Caldw […]<\/p>\n","protected":false},"author":31,"featured_media":410934,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[1122],"class_list":["post-410937","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag-1122","sectors-oil-gas-zh-hant","locations-canada-zh-hant","locations-us-zh-hant","exchange-nyse-zh-hant","exchange-tsx-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/410937","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=410937"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/410937\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/410934"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=410937"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=410937"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=410937"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}