{"id":430931,"date":"2022-07-19T00:32:40","date_gmt":"2022-07-19T07:32:40","guid":{"rendered":"https:\/\/nai500.com\/blog\/2022\/07\/%e5%b9%b3%e5%9d%87%e8%82%a1%e6%81%af%e7%8e%87%e8%b6%854%ef%bc%8c%e7%b2%be%e9%80%893%e5%8f%aa%e7%be%8e%e5%9b%bd%e5%9f%ba%e5%bb%ba%e8%82%a1\/"},"modified":"2022-07-19T00:32:53","modified_gmt":"2022-07-19T07:32:53","slug":"%e5%b9%b3%e5%9d%87%e8%82%a1%e6%81%af%e7%8e%87%e8%b6%854%ef%bc%8c%e7%b2%be%e9%81%b83%e5%8f%aa%e7%be%8e%e5%9c%8b%e5%9f%ba%e5%bb%ba%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/07\/%e5%b9%b3%e5%9d%87%e8%82%a1%e6%81%af%e7%8e%87%e8%b6%854%ef%bc%8c%e7%b2%be%e9%81%b83%e5%8f%aa%e7%be%8e%e5%9c%8b%e5%9f%ba%e5%bb%ba%e8%82%a1\/","title":{"rendered":"\u5e73\u5747\u80a1\u606f\u7387\u8d854%\uff0c\u7cbe\u90783\u53ea\u7f8e\u570b\u57fa\u5efa\u80a1"},"content":{"rendered":"

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\u5728\u7f8e\u570b\u57fa\u5efa\u80a1\u7576\u4e2d\uff0cBrookfield Infrastructure Corp\uff08NYSE:BIPC\uff09<\/a>\u3001Kinder Morgan Inc\uff08NYSE:KMI\uff09<\/a>\u4ee5\u53caHubbell Inc\uff08NYSE:HUB.B\uff09<\/a>\u90193\u53ea\u80a1\u7968\u812b\u7a4e\u800c\u51fa\u3002<\/p>\n

Brookfield\u589e\u52a0\u4f60\u7684\u88ab\u52d5\u6536\u5165\u6d41<\/h2>\n

\u5728\u7269\u50f9\u98db\u6f32\u7684\u5e74\u4ee3\uff0c\u60f3\u8981\u6539\u5584\u81ea\u5df1\u7684\u8ca1\u52d9\u72c0\u51b5\uff0c\u6295\u8cc7\u9ad8\u80a1\u606f\u7387\u80a1\u606f\u80a1\u662f\u4e00\u500b\u4e0d\u932f\u7684\u9078\u64c7\u3002\u4e0d\u904e\uff0c\u9ad8\u80a1\u606f\u7387\u4e0d\u662f\u552f\u4e00\u7684\u6a19\u6e96\uff0c\u5b89\u5168\u6027\u548c\u4f4e\u98a8\u96aa\u4e5f\u5f88\u91cd\u8981\uff0c\u800c\u76ee\u524d\u80a1\u606f\u7387\u72323.8%\u7684Brookfield Infrastructure\u5c31\u6eff\u8db3\u4e0a\u8ff0\u8981\u6c42\u3002<\/p>\n

Brookfield Infrastructure\u7684\u57fa\u790e\u8a2d\u65bd\u9805\u76ee\u5305\u542b\u4f46\u4e0d\u9650\u4e8e\u5929\u7136\u6c23\u7ba1\u9053\u548c\u5b58\u5132\u3001\u6578\u64da\u4e2d\u5fc3\u3001\u6536\u8cbb\u516c\u8def\u4ee5\u53ca\u96fb\u529b\u50b3\u8f38\uff0c\u8cc7\u7523\u8986\u84cb\u5305\u62ec\u5357\u5317\u7f8e\u6d32\u3001\u6b50\u6d32\u4ee5\u53ca\u4e9e\u592a\u7b49\u4e16\u754c\u5404\u5730\u3002\u591a\u5143\u5316\u964d\u4f4e\u4e86\u55ae\u4e00\u5e02\u5834\u7684\u98a8\u96aa\uff0c\u4f46\u6295\u8cc7\u8005\u76ee\u524d\u66f4\u95dc\u5fc3\u7684\u53ef\u80fd\u662f\u52a0\u606f\u5c0d\u8a72\u516c\u53f8\u7684\u5f71\u97ff\u3002\u6240\u5e78\u7684\u662f\uff0c\u8a72\u516c\u53f890%\u7684\u8ca0\u50b5\u90fd\u662f\u56fa\u5b9a\u5229\u7387\uff0c\u540c\u6642\u4fdd\u6301\u6295\u8cc7\u7d1a\u7684\u516c\u53f8\u8a55\u7d1a\uff08\u6a19\u6e96\u666e\u723eBBB+\uff09\u3002<\/p>\n

\u96d6\u7136\u672a\u4f86\u4e0d\u53ef\u78ba\u77e5\uff0c\u4f46Brookfield Infrastructure\u7684\u5206\u7d05\u5374\u8b93\u6295\u8cc7\u8005\u5f88\u662f\u653e\u5fc3\u3002\u5982\u679c\u7ba1\u7406\u5c64\u6309\u8a08\u5283\u57282022\u5e74\u5411\u4efd\u984d\u6301\u6709\u4eba\u63d0\u4f9b\u6bcf\u4efd\u984d$2.16\u7684\u7d05\u5229\uff0c\u9019\u610f\u5473\u84572009\u5e74\u4ee5\u4f86\u8a72\u7d05\u5229\u7684\u5e74\u8907\u5408\u589e\u9577\u7387\uff08CAGR\uff09\u7d04\u723210%\u3002\u5c55\u671b\u672a\u4f86\uff0c\u7ba1\u7406\u5c64\u5c07\u6bcf\u5e74\u7684\u5206\u7d05\u589e\u901f\u76ee\u6a19\u8a2d\u5b9a\u57285%\u81f39%\u4e4b\u9593\u3002\u57fa\u4e8e12%-15%\u7684\u6295\u5165\u8cc7\u672c\u56de\u5831\u7387\uff08ROIC\uff09\u9810\u671f\uff0c\u9019\u4e00\u5206\u7d05\u589e\u9577\u76ee\u6a19\u9084\u662f\u53ef\u5be6\u73fe\u7684\u3002<\/p>\n

Kinder Morgan\u9023\u63a5\u4e86\u7f8e\u570b\u6cb9\u6c23\u884c\u696d\u7684\u4e0a\u4e0b\u6e38<\/h2>\n

Kinder Morgan\u662f\u5317\u7f8e\u6cb9\u6c23\u884c\u696d\u6700\u5927\u7684\u4e2d\u6e38\u516c\u53f8\u4e4b\u4e00\uff0c\u8a72\u516c\u53f8\u901a\u904e\u9f90\u5927\u7684\u7ba1\u9053\u7db2\u7d61\u6253\u901a\u4e86\u751f\u7523\u3001\u52a0\u5de5\u8207\u7d42\u7aef\u7528\u6236\u4e4b\u9593\u7684\u93c8\u689d\uff0c\u88ab\u8b7d\u7232\u80fd\u6e90\u884c\u696d\u7684\u9ad8\u901f\u516c\u8def\u3002\u9019\u985e\u516c\u53f8\u7c3d\u7f72\u8cc7\u7523\u7684\u9577\u671f\u5408\u540c\uff0c\u56e0\u6b64\u53d7\u5e02\u5834\u6ce2\u52d5\u7684\u5f71\u97ff\u8f03\u5c0f\u3002\u8a72\u516c\u53f8\u6700\u65b0\u7684\u6295\u8cc7\u9805\u76ee\u5305\u62ec\u9023\u63a5\u4e8c\u53e0\u7d00\u76c6\u5730\u81f3\u58a8\u897f\u54e5\u7063\u7684\u5929\u7136\u6c23\u7ba1\u9053\uff0c\u5929\u7136\u6c23\u88ab\u52a0\u5de5\u3001\u51b7\u5374\u548c\u58d3\u7e2e\u5f8c\u4ee5\u6db2\u5316\u5929\u7136\u6c23\uff08LNG\uff09\u7684\u5f62\u5f0f\u904b\u5f80\u6d77\u5916\u8cb7\u5bb6\u3002<\/p>\n

\u6700\u8fd1\u6cb9\u50f9\u50f9\u683c\u5927\u8dcc\uff0cKinder Morgan\u7684\u80a1\u50f9\u6700\u8fd1\u8f03\u5176\u9ad8\u9ede\u4e5f\u4e0b\u8dcc\u8fd120%\u3002\u4e0d\u904e\uff0c\u8a72\u80a1\u7684\u9577\u7dab\u6295\u8cc7\u908f\u8f2f\u4f9d\u7136\u5b58\u5728\u3002\u8a72\u516c\u53f8\u64f4\u5145\u57fa\u790e\u8a2d\u65bd\u4ee5\u53ca\u7c3d\u7f72\u66f4\u591a\u5408\u540c\u7684\u7a7a\u9593\u5f88\u5927\uff0c\u73fe\u91d1\u6d41\u548c\u80a1\u606f\u589e\u9577\u6f5c\u529b\u5de8\u5927\u3002\u6b64\u5916\uff0c\u516c\u53f8\u8cc7\u7523\u8ca0\u50b5\u8868\u975e\u5e38\u7a69\u5065\uff0c\u53ef\u4ee5\u52d5\u7528\u5269\u9918\u7684\u73fe\u91d1\u511f\u9084\u8ca0\u50b5\u3002\u8a72\u80fd\u6e90\u80a1\u80a1\u606f\u7387\u9ad8\u90546.7%\uff0c\u662f\u4e00\u96bb\u591a\u5143\u5316\u7684\u4f4e\u98a8\u96aa\u6536\u76ca\u80a1\u3002<\/p>\n

Hubbell\uff0c\u9577\u671f\u6f5c\u529b\u5de8\u5927\u7684\u5c0f\u5e02\u503c\u80a1\u7968<\/h2>\n

2022\u5e74\u4ee5\u4f86\uff0c\u696d\u7e3e\u9810\u671f\u4e0a\u8abf\u7684\u5de5\u696d\u516c\u53f8\u4e0d\u591a\uff0c\u800cHubbell\u5c31\u662f\u5176\u4e2d\u4e4b\u4e00\u3002\u516c\u53f8\u7ba1\u7406\u5c64\u5e74\u521d\u9810\u8a08\u5167\u751f\u6027\u92b7\u552e\u984d\u589e\u901f\u72328%-10%\uff0c\u8abf\u6574\u5f8c\u7a00\u91cb\u6bcf\u80a1\u6536\u76ca\u7232$8.75\u2013$9.25\uff0c\u4f46\u57284\u6708\u5e95\u7684\u4e00\u5b63\u5ea6\u8ca1\u5831\u96fb\u8a71\u6703\u8b70\u671f\u9593\u5206\u5225\u4e0a\u8abf\u81f311%-13%\u548c$9-$9.40\u3002<\/p>\n

\u6b64\u5916\uff0c\u57286\u6708\u521d\u8209\u884c\u7684\u6295\u8cc7\u8005\u898b\u9762\u6703\u7576\u4e2d\uff0c\u7ba1\u7406\u5c64\u9810\u4f30\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\u5c07\u5728\u9810\u6e2c\u5340\u9593\u7684\u4e0a\u534a\u90e8\u3002\u6b64\u5916\uff0c\u5167\u751f\u6536\u5165\u589e\u901f\u5f9e\u4f4e\u7b49\u500b\u4f4d\u6578\u63d0\u9ad8\u81f3\u4e2d\u7b49\u500b\u4f4d\u6578\uff0c\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\u589e\u901f\u5c07\u7dad\u6301\u5728\u96d9\u4f4d\u6578\u76f4\u81f32025\u5e74\u3002<\/p>\n

\u9019\u4e9b\u90fd\u51f8\u986f\u4e86Hubbell\u7d42\u7aef\u5e02\u5834\u7684\u5805\u633a\u3002\u8a72\u516c\u53f8\u751f\u7523\u96fb\u529b\u8a2d\u5099\u3001\u8a08\u91cf\u5668\u3001\u9023\u63a5\u7523\u54c1\u4ee5\u53ca\u7167\u660e\u7528\u54c1\uff0c\u92b7\u552e\u984d\u7684\u5927\u7d0456%\u4f86\u81ea\u516c\u7528\u4e8b\u696d\u5e02\u5834\uff08\u4e3b\u8981\u662f\u8f38\u914d\u96fb\uff09\uff0c\u53e6\u591644%\u4f86\u81ea\u96fb\u529b\u89e3\u51b3\u65b9\u6848\u3002\u7f8e\u570b\u96fb\u7db2\u6b63\u5728\u8001\u5316\uff0c\u57fa\u790e\u8a2d\u65bd\u9700\u8981\u66f4\u66ff\u3002\u7d93\u6fdf\u96fb\u6c23\u5316\u7684\u8da8\u52e2\u9810\u793a\u8457Hubbell\u89e3\u51b3\u65b9\u6848\u9577\u671f\u7684\u9700\u6c42\u8da8\u52e2\u5c07\u975e\u5e38\u5f3a\u52c1\u3002<\/p>\n

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