{"id":443650,"date":"2022-11-15T21:14:47","date_gmt":"2022-11-16T05:14:47","guid":{"rendered":"https:\/\/nai500.com\/?p=443650"},"modified":"2022-11-15T21:14:47","modified_gmt":"2022-11-16T05:14:47","slug":"%e4%b8%89%e6%94%af-%e5%b7%a5%e6%a5%ad-%e8%82%a1%e7%a5%a8-%e8%b7%91%e8%b4%8f-%e5%a4%a7%e7%9b%a4-%e5%80%bc%e5%be%97-%e8%b2%b7%e5%85%a5","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/11\/%e4%b8%89%e6%94%af-%e5%b7%a5%e6%a5%ad-%e8%82%a1%e7%a5%a8-%e8%b7%91%e8%b4%8f-%e5%a4%a7%e7%9b%a4-%e5%80%bc%e5%be%97-%e8%b2%b7%e5%85%a5\/","title":{"rendered":"\u9019\u4e09\u652f\u5de5\u696d\u80a1\u7968\u4eca\u5e74\u8dd1\u8d0f\u5927\u76e4\uff0c\u73fe\u5728\u4ecd\u503c\u5f97\u8cb7\u5165"},"content":{"rendered":"

\u96d6\u7136\u6a19\u666e500\u6307\u6578\u4eca\u5e74\u8fc4\u4eca\u70ba\u6b62\u4e0b\u8dcc\u4e8621%\uff0c\u4f46\u662f\u4e00\u4e9b\u5de5\u696d\u677f\u584a\u500b\u80a1\u7684\u8868\u73fe\u53ef\u5708\u53ef\u9ede\uff0c\u6bd4\u5982\u8fb2\u696d\u79d1\u5b78\u516c\u53f8Corteva<\/b><\/strong>\u00a0(<\/b><\/strong>CTVA<\/b><\/strong><\/a>)<\/b><\/strong>\u3001\u6750\u6599\u9818\u57df\u5c08\u5bb6Hexcel<\/b><\/strong>\u00a0(<\/b><\/strong>HXL<\/b><\/strong><\/a>)<\/b><\/strong>\u548c\u96fb\u6c23\u7522\u54c1\u751f\u7522\u5546nVent Electric<\/b><\/strong>\u00a0(<\/b><\/strong>NVT<\/b><\/strong><\/a>)<\/b><\/strong>\u80a1\u50f9\u6bd4\u5e74\u521d\u4ecd\u7136\u6709\u6240\u4e0a\u6f32\uff0c\u800c\u4e14\u4eca\u5929\u4ecd\u7136\u503c\u5f97\u6295\u8cc7\u3002<\/p>\n

1. \u8fb2\u696d\u9818\u57df\u6700\u597d\u7684\u80a1\u7968<\/b><\/strong><\/h2>\n

\u7a2e\u5b50\u548c\u4f5c\u7269\u4fdd\u8b77\u516c\u53f8Corteva\u57282022\u5e74\u7d42\u65bc\u5be6\u73fe\u4e86\u6f5b\u529b\u3002\u8a72\u516c\u53f82017\u5e74\u5f9e\u675c\u90a6\u516c\u53f8\u7684\u5408\u4e26\u4e2d\u7522\u751f\uff0c\u7136\u5f8c\u57282019\u5e74\u4f5c\u70ba\u4e00\u5bb6\u7368\u7acb\u7684\u516c\u53f8\u5206\u96e2\u51fa\u4f86\uff0c\u5c07\u675c\u90a6\u5728\u7a2e\u5b50\u9818\u57df\u7684\u5c08\u9577\u8207\u9676\u6c0f(Dow)\u7684\u4f5c\u7269\u79d1\u5b78\u696d\u52d9\u7d50\u5408\u5728\u4e00\u8d77\u3002\u597d\u5728\uff0c\u7d93\u904e\u5e7e\u5e74\u7684\u6642\u9593\u548c\u5c0d\u6c96\u57fa\u91d1Starboard Value\u7684\u7a4d\u6975\u53c3\u8207\uff0c\u6f5b\u529b\u6700\u7d42\u5f97\u4ee5\u91cb\u653e\u3002<\/p>\n

Corteva\u6b63\u5c08\u6ce8\u65bc\u64f4\u5927\u92b7\u552e\u984d\u548c\u5229\u6f64\u7387\uff0c\u5229\u7528\u5176\u6210\u672c\u5354\u540c\u6548\u61c9\uff0c\u5c08\u6ce8\u65bc\u6838\u5fc3\u7684\u7d42\u7aef\u5e02\u5834\u5730\u57df\uff0c\u901a\u904e\u92b7\u552e\u76f8\u5c0d\u66f4\u591a\u7684\u4f7f\u7528\u5176\u6280\u8853\u7684\u7522\u54c1\u4f86\u524a\u6e1b\u5c08\u5229\u8cbb\u7528\uff0c\u4ee5\u53ca\u65b0\u7684\u9ad8\u5229\u6f64\u7387\u7522\u54c1\u3002<\/p>\n

\u56e0\u6b64\uff0c\u7ba1\u7406\u5c64\u8a8d\u70ba\u5176\u5229\u606f\u3001\u7a05\u6536\u3001\u6298\u820a\u548c\u6524\u92b7\u524d\u7684\uff08EBITDA\uff09\u5229\u6f64\u7387\u53ef\u80fd\u63d0\u9ad8\uff0c\u5f9e2022\u5e74\u768417.4%\u9810\u8a08\u64f4\u5927\u52302025\u5e74\u768421%\u81f323%\u4e4b\u9593\u3002\u6700\u8fd1\u7684\u7b2c\u4e09\u5b63\u5ea6\u696d\u7e3e\u986f\u793a\uff0c\u8a72\u516c\u53f8\u5e74\u521d\u81f3\u4eca\u7684\u6709\u6a5f\u92b7\u552e\u984d\u589e\u9577\u4e8616%\uff0c\u7d93\u71df\u6027EBITDA\u589e\u9577\u4e8623%\u3002\u7ba1\u7406\u5c64\u9810\u8a08EBITDA\u5229\u6f64\u7387\u5c07\u57282022\u5e74\u9054\u523020.9%\uff0c\u9019\u610f\u5473\u8457Corteva\u5728\u672a\u4f86\u5e7e\u5e74\u5167\u5c07\u898b\u5230\u5927\u5e45\u5ea6\u7684\u5229\u6f64\u7387\u64f4\u5f35\u3002<\/p>\n

2. <\/b><\/strong>\u822a\u7a7a\u9818\u57df\u4e00\u652f\u503c\u5f97\u8cb7\u5165\u7684\u80a1\u7968<\/b><\/strong><\/h2>\n

Hexcel\u751f\u7522\u5148\u9032\u7684\u8907\u5408\u6750\u6599\uff0c\u7528\u65bc\u5546\u696d\u822a\u7a7a\u3001\u570b\u9632\u548c\u592a\u7a7a\uff0c\u4ee5\u53ca\u4e00\u822c\u7684\u5de5\u696d\u90e8\u9580\u3002\u5546\u696d\u822a\u7a7a\u662f\u5176\u6700\u91cd\u8981\u7684\u7d42\u7aef\u5e02\u5834\uff0c\u64c1\u6709\u5305\u62ec\u6ce2\u97f3\u548c\u7a7a\u5ba2\u7b49\u5ba2\u6236\u3002<\/p>\n

\u8207\u50b3\u7d71\u91d1\u5c6c\u76f8\u6bd4\uff0c\u5148\u9032\u7684\u8907\u5408\u6750\u6599\u5177\u6709\u91cd\u91cf\u548c\u5f37\u5ea6\u7684\u512a\u52e2\uff0c\u56e0\u6b64\u8d8a\u4f86\u8d8a\u591a\u5730\u88ab\u7528\u65bc\u65b0\u751f\u4ee3\u7684\u822a\u7a7a\u5668\u4e0a\u4ee5\u964d\u4f4e\u6210\u672c\uff1b\u91cd\u91cf\u66f4\u8f15\u7684\u98db\u6a5f\u4f7f\u7528\u7684\u71c3\u6599\u6703\u66f4\u5c11\uff0c\u800c\u66f4\u5f37\u5927\u548c\u66f4\u5805\u97cc\u7684\u98db\u6a5f\u9700\u8981\u7684\u7dad\u8b77\u6210\u672c\u4e5f\u66f4\u4f4e\u3002<\/p>\n

\u56e0\u6b64\uff0c\u6295\u8cc7\u8a72\u80a1\u7684\u7406\u7531\u662f\u57fa\u65bc\u6ce2\u97f3\u548c\u7a7a\u5ba2\u672a\u4f86\u64f4\u5927\u751f\u7522\uff0c\u4ee5\u53ca\u589e\u52a0\u542b\u6709\u66f4\u591a\u5148\u9032\u8907\u5408\u6750\u6599\u7684\u5bec\u9ad4\u7a4d\u98db\u6a5f\u7684\u751f\u7522\u3002\u8003\u616e\u5230\u6ce2\u97f3\u548c\u7a7a\u5ba2\u5927\u6982\u7387\u6703\u81f4\u529b\u65bc\u63d0\u9ad8\u7522\u91cf\u4e26\u6e1b\u5c11\u591a\u5e74\u7684\u7a4d\u58d3\uff0cHexcel\u80a1\u7968\u64c1\u6709\u6975\u597d\u7684\u524d\u666f\u3002\u6b64\u5916\uff0c\u5728\u8f03\u65b0\u7684\u98db\u6a5f\u4e0a\u589e\u52a0\u5148\u9032\u8907\u5408\u6750\u6599\u7684\u4f7f\u7528\u91cf\uff0c\u610f\u5473\u8457\u5373\u4f7f\u98db\u6a5f\u7522\u91cf\u6301\u5e73\uff0c\u8a72\u516c\u53f8\u4e5f\u80fd\u5be6\u73fe\u6536\u5165\u589e\u9577\u3002\u6700\u5f8c\uff0c\u96a8\u8457\u5546\u696d\u822a\u7a7a\u7684\u8907\u8607\u5f9e\u570b\u5167\u5e02\u5834\u64f4\u5c55\u5230\u570b\u969b\u5e02\u5834\uff0c\u5c0dHexcel\u7522\u54c1\u7684\u9700\u6c42\u5c07\u56de\u5347\u3002<\/p>\n

3. <\/b><\/strong>\u4e00\u652f\u96fb\u6c23\u5316\u6982\u5ff5\u80a1<\/b><\/strong><\/h2>\n

\u9023\u63a5\u548c\u4fdd\u8b77\u96fb\u6c23\u7522\u54c1\u5236\u9020\u5546nVent Electric\u64c1\u6709\u4e00\u500b\u975e\u5e38\u5805\u5be6\u7684\u6295\u8cc7\u6982\u5ff5\uff0c\u5373\u5168\u7403\u96fb\u6c23\u5316\u7684\u8da8\u52e2\u3002\u672a\u4f86\uff0c\u96fb\u52d5\u6c7d\u8eca\u548c\u5145\u96fb\u7db2\u7d61\u3001\u6578\u64da\u4e2d\u5fc3\u3001\u667a\u80fd\u5efa\u7bc9\u548c\u667a\u80fd\u57fa\u790e\u8a2d\u65bd\u3001\u5de5\u696d\u81ea\u52d5\u5316\u3001\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u4ee5\u53ca\u5347\u7d1a\u8f38\u96fb\u548c\u914d\u96fb\u7db2\u7d61\u7684\u8001\u5f0f\u652f\u51fa\uff0c\u90fd\u662f\u7d93\u6fdf\u589e\u9577\u9ede\u3002<\/p>\n

\u6b64\u5916\uff0c\u5373\u4f7f\u7d93\u6fdf\u589e\u9577\u653e\u7de9\uff0c\u96fb\u6c23\u5316\u4ecd\u7136\u64c1\u6709\u52d5\u529b\u3002\u800c\u4e0a\u8ff0\u9019\u4e9b\u8da8\u52e2\u7684\u529b\u91cf\u6211\u5011\u5f9e2022\u5e74nVent\u516c\u53f8\u7684\u6536\u76ca\u4e2d\u5c31\u80fd\u770b\u51fa\u3002\u4e8b\u5be6\u4e0a\uff0c\u5728\u80a1\u5e02\u548c\u7d93\u6fdf\u9762\u81e8\u6311\u6230\u9019\u7684\u4e00\u5e74\uff0c\u8a72\u516c\u53f8\u57282022\u5e74\u7684\u8ca1\u52d9\u5831\u544a\u4e2d\u4e0a\u8abf\u4e86\u6240\u6709\u4e09\u500b\u5b63\u5ea6\u7684\u92b7\u552e\u548c\u76c8\u5229\u6307\u5f15\u3002\u4eca\u5e74\u5e74\u521d\uff0c\u7ba1\u7406\u5c64\u9810\u6e2c\u6709\u6a5f\u92b7\u552e\u589e\u95776%\u81f39%\uff0c\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff09\u70ba2.10\u7f8e\u5143\u81f32.20\u7f8e\u5143\uff1b\u73fe\u5728\u9810\u6e2c\u6709\u6a5f\u92b7\u552e\u589e\u957715%\u81f317%\uff0c\u8abf\u6574\u5f8cEPS\u70ba2.17\u7f8e\u5143\u81f32.23\u7f8e\u5143\u3002<\/p>\n

\u5982\u679c\u4e0d\u662f\u56e0\u70ba2022\u5e74\u7684\u4f9b\u61c9\u93c8\u6210\u672c\u98c6\u5347\u548c\u5916\u532f\u9006\u98a8\uff0c\u6536\u76ca\u6703\u66f4\u52a0\u53ef\u89c0\u3002\u4e0d\u904e\uff0c\u96a8\u8457\u4f9b\u61c9\u93c8\u58d3\u529b\u7684\u7de9\u89e3\u548c\u82072022\u5e74\u7684\u57fa\u6578\u964d\u4f4e\uff0c\u8a72\u516c\u53f82023\u5e74\u7684\u524d\u666f\u66f4\u52a0\u6a02\u89c0\u3002\u7e3d\u9ad4\u800c\u8a00\uff0cnVent\u80a1\u7968\u7684\u8fd1\u671f\u548c\u9577\u671f\u524d\u666f\u90fd\u4e0d\u5bb9\u5ffd\u8996\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u96d6\u7136\u6a19\u666e500\u6307\u6578\u4eca\u5e74\u8fc4\u4eca\u70ba\u6b62\u4e0b\u8dcc\u4e8621%\uff0c\u4f46\u662f\u4e00\u4e9b\u5de5\u696d\u677f\u584a\u500b\u80a1\u7684\u8868\u73fe\u53ef\u5708\u53ef\u9ede\uff0c\u6bd4\u5982\u8fb2\u696d\u79d1\u5b78\u516c\u53f8Corteva […]<\/p>\n","protected":false},"author":31,"featured_media":439756,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426,1522],"tags":[671],"class_list":["post-443650","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","category-1522","tag-671","sectors-base-metals-tch","sectors-energy-metals-tch","locations-canada-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/443650","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=443650"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/443650\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/439756"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=443650"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=443650"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=443650"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}