{"id":472352,"date":"2023-09-16T00:16:53","date_gmt":"2023-09-16T07:16:53","guid":{"rendered":"https:\/\/nai500.com\/?p=472352"},"modified":"2023-09-16T00:16:53","modified_gmt":"2023-09-16T07:16:53","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%99%82%e6%a9%9f-%e6%88%90%e7%86%9f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/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%99%82%e6%a9%9f-%e6%88%90%e7%86%9f\/","title":{"rendered":"9\u6708\u9078\u80a1\uff0c\u9019\u4e09\u53ea\u7f8e\u80a1\u6750\u6599\u80a1\u8cb7\u5165\u6642\u6a5f\u6210\u719f"},"content":{"rendered":"<p>\u622a\u6b629\u670814\u65e5\uff0c\u6a19\u666e500\u6307\u6578\u4e2d\u6750\u6599\u677f\u584a\u80a1\u7968\u57282023\u5e74\u7d2f\u8a08\u4e0a\u6f32\u4e865.9%\uff0c\u9060\u9060\u4f4e\u65bc\u6a19\u666e500\u5927\u76e417.8%\u7684\u56de\u5831\u7387\u3002\u7136\u800c\uff0c\u51fa\u4e4e\u610f\u6599\u7684\u662f\uff0c\u6750\u6599\u80a1\u7684\u8868\u73fe\u537b\u597d\u65bc\u5176\u4ed610\u500b\u677f\u584a\u4e2d\u76845\u500b\u677f\u584a\u3002\u5982\u679c\u4e0d\u662f\u901a\u4fe1\u670d\u52d9\u3001\u53ef\u652f\u914d\u6d88\u8cbb\u54c1\u548c\u6280\u8853\u9019\u4e09\u500b\u677f\u584a\u7684\u56de\u5831\u7387\u8d85\u904e30%\uff0c\u6750\u6599\u80a1\u7968\u7684\u6392\u540d\u9084\u6703\u66f4\u9760\u524d\u4e00\u4e9b\u3002<\/p>\n<p>\u5982\u679c\u5c0d\u6750\u6599\u677f\u584a\u9032\u884c\u7d30\u5206\uff0c\u4eca\u5e74\u8868\u73fe\u6700\u5dee\u7684\u4e09\u500b\u5b50\u677f\u584a\u5206\u5225\u662f\u9ec3\u91d1\u80a1\u7968\uff0c\u5e74\u521d\u8fc4\u4eca\u4e0b\u8dcc\u4e8616.3%\uff1b\u5316\u80a5\u548c\u8fb2\u696d\u5316\u5b78\u54c1\u80a1\u7968\uff0c\u4e0b\u8dcc\u4e8614%\uff0c\u4ee5\u53ca\u591a\u5143\u5316\u5316\u5b78\u54c1\u80a1\u7968\uff0c\u4e0b\u8dcc\u4e865.3%\u3002<\/p>\n<p>\u56e0\u6b64\uff0c\u5f9e\u9019\u4e9b\u6750\u6599\u5b50\u677f\u584a\u4e2d\u6311\u9078\u51fa\u50f9\u503c\u88ab\u4f4e\u4f30\u7684\u6750\u6599\u985e\u80a1\u7968\u662f\u5f88\u6709\u610f\u7fa9\u7684\uff0c\u5982\u679c\u5546\u54c1\u50f9\u683c\u51fa\u73fe\u4e0a\u6f32\uff0c\u9019\u4e9b\u80a1\u7968\u5927\u6982\u7387\u80fd\u5728\u5e74\u5e95\u524d\u53cd\u5f48\u3002<\/p>\n<h2><strong><b>Newmont (NEM)<\/b><\/strong><\/h2>\n<p><strong><b>\u7d10\u8499\u7279<\/b><\/strong><strong><b>Newmont<\/b><\/strong>\u00a0(NYSE:<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=NEM\"><strong><u><b>NEM<\/b><\/u><\/strong><\/a>)\u662f\u5168\u4e16\u754c\u9818\u5148\u7684\u9ec3\u91d1\u751f\u7522\u5546\u3002\u4eca\u5e745\u6708\uff0c\u8a72\u516c\u53f8\u5ba3\u5e03\u5c07\u4ee5288\u5104\u6fb3\u5143\u6536\u8cfc\u6fb3\u5927\u5229\u4e9e\u9ec3\u91d1\u751f\u7522\u5546<strong><b>Newcrest Mining<\/b><\/strong>\u00a0(OTCMKTS:<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=NCMGY\"><strong><u><b>NCMGY<\/b><\/u><\/strong><\/a>)\u3002\u4ea4\u6613\u5b8c\u6210\u5f8c\uff0c\u65b0\u7684\u7d10\u8499\u7279\u516c\u53f8\u6bcf\u5e74\u5c07\u751f\u7522800\u842c\u76ce\u53f8\u9ec3\u91d1\u3002\u7d10\u8499\u7279\u80a1\u6771\u5c07\u65bc10\u670811\u65e5\u6295\u7968\u8868\u6c7a\uff0c\u5982\u679c\u4ea4\u6613\u5f97\u5230\u5168\u90e8\u76e3\u7ba1\u548c\u96d9\u65b9\u80a1\u6771\u6279\u51c6\uff0c\u7d10\u8499\u7279\u80a1\u6771\u5c07\u64c1\u6709\u5408\u4e26\u5f8c\u5be6\u9ad469%\u7684\u80a1\u4efd\uff0cNewcrest\u80a1\u6771\u5c07\u64c1\u6709\u5269\u991831%\u7684\u80a1\u4efd\u3002<\/p>\n<p>\u8a72\u516c\u53f8\u80a1\u50f9\u73fe\u5728\u6bd42022\u5e744\u6708\u7684\u9ad8\u9ede\u4e0b\u8dcc54%\uff0c\u80a1\u50f9\u8207\u92b7\u552e\u984d\u7684\u6bd4\u7387\u53ea\u67092.8\u500d\uff0c\u9019\u500b\u4f30\u503c\u6307\u6a19\u662f\u81ea2018\u5e74\u4ee5\u4f86\u6700\u4f4e\u7684\u3002\u4e8b\u5be6\u4e0a\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u5831\u544a\u767c\u5e03\u5f8c\uff0c\u7d10\u8499\u7279\u9996\u5e2d\u57f7\u884c\u5b98Tom Palmer\u7a31\u7d10\u8499\u7279\u7684\u8cc7\u7522\u8ca0\u50b5\u8868\u662f\u201c\u696d\u5167\u6700\u5f37\u52c1\u7684\u201d\u3002\u622a\u81f36\u670830\u65e5\uff0c\u8a72\u516c\u53f8\u7684\u6de8\u50b5\u52d9\u70ba29.1\u5104\u7f8e\u5143\uff0c\u50c5\u5360\u5e02\u503c\u76849%\u3002\u8003\u616e\u5230\u7926\u5c71\u7684\u958b\u91c7\u548c\u904b\u71df\u6210\u672c\uff0c\u9019\u6a23\u7684\u50b5\u52d9\u6c34\u5e73\u662f\u975e\u5e38\u5408\u7406\u7684\u3002<\/p>\n<p>\u73fe\u5728\uff0c\u7d10\u8499\u7279\u80a1\u50f9\u8ddd\u96e2\u517652\u5468\u4f4e\u9ede37.45\u7f8e\u5143\u5df2\u7d93\u4e0d\u9060\u3002\u8003\u616e\u5230\u5408\u4e26\u5f8c\u5be6\u9ad4\u7684\u8ca1\u52d9\u5be6\u529b\uff0c\u572840\u7f8e\u5143\u4e0b\u65b9\u8cb7\u5165\u662f\u975e\u5e38\u660e\u667a\u7684\u6c7a\u5b9a\u3002<\/p>\n<h2><strong><b>FMC (FMC)<\/b><\/strong><\/h2>\n<p><strong><b>FMC<\/b><\/strong>\u00a0(NYSE:<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=FMC\"><strong><u><b>FMC<\/b><\/u><\/strong><\/a>)\u662f\u4e00\u5bb6\u7e3d\u90e8\u4f4d\u65bc\u8cbb\u57ce\u7684\u8fb2\u4f5c\u7269\u4fdd\u8b77\u89e3\u6c7a\u65b9\u6848\u4f9b\u61c9\u5546\uff0c\u7522\u54c1\u5305\u62ec\u6bba\u87f2\u5291\u3001\u9664\u8349\u5291\u548c\u6ec5\u83cc\u5291\u3002\u9019\u4e09\u5927\u7522\u54c1\u7dda\u5206\u5225\u5360\u516c\u53f8\u696d\u52d9\u768458%\u300128%\u548c7%\uff0c\u5176\u4ed6\u7522\u54c1\u5360\u5176\u9918\u76847%\u3002\u8a72\u516c\u53f8\u5546\u696d\u6a21\u5f0f\u7684\u6700\u5927\u554f\u984c\u5728\u65bc\u5c0d\u5ba2\u6236\uff08\u8fb2\u6c11\u7b49\uff09\u548c\u5929\u6c23\u7684\u4f9d\u8cf4\u3002\u4ee5\u4eca\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u70ba\u4f8b\uff0c\u6536\u5165\u6bd4\u53bb\u5e74\u540c\u671f\u4e0b\u964d\u4e8630%\uff08\u6263\u9664\u532f\u7387\u56e0\u7d20\u4ecd\u4e0b\u964d28%\uff09\uff0c\u90e8\u5206\u539f\u56e0\u662f\u5df4\u897f\u548c\u963f\u6839\u5ef7\u7684\u5e79\u65f1\u5929\u6c23\u3002\u5982\u679c\u4e0d\u662f\u56e0\u70ba\u7522\u54c1\u5275\u65b0\uff0c\u696d\u7e3e\u53ef\u80fd\u6703\u66f4\u7cdf\u3002<\/p>\n<p>\u597d\u6d88\u606f\u662f\uff0c\u4e0b\u534a\u5e74\u7684\u6536\u5165\u9810\u8a08\u53ea\u6703\u540c\u6bd4\u4e0b\u964d2%\u3002\u56e0\u6b64\uff0c\u5168\u5e74\u5c55\u671b\u5c07\u540c\u6bd4\u4e0b\u964d9%\u3002\u7ba1\u7406\u5c64\u9810\u8a082023 \u5e74\u8abf\u6574\u5f8c\u7684\u606f\u7a05\u6298\u820a\u6524\u92b7\u524d\u5229\u6f64\uff08EBITDA\uff09\u70ba13.5\u5104\u7f8e\u5143\uff0c\u8655\u65bc\u6307\u5f15\u76ee\u6a19\u7684\u4e2d\u9593\u4f4d\u7f6e\uff0c\u6bd42022 \u5e74\u4e0b\u964d4%\u3002\u4e0d\u904e\uff0c\u9810\u8a08\u4e0b\u534a\u5e74\u8abf\u6574\u5f8cEBITDA\u5c07\u589e\u957716%\u3002\u8a72\u516c\u53f8\u80a1\u50f9\u81ea2020\u5e743\u6708\u4ee5\u4f86\u5df2\u8dcc\u81f3\u6700\u4f4e\u9ede\u3002\u5728\u6b64\u4e4b\u524d\u7684\u4e0a\u4e00\u6b21\u5927\u5e45\u4e0b\u8dcc\u662f\u57282014\u5e74\u548c2015\u5e74\u3002\u5982\u679c\u6295\u8cc7\u671f\u9650\u67093\u81f35\u5e74\uff0c70-75\u7f8e\u5143\u4e2d\u9593\u662fFMC\u80a1\u7968\u7684\u4e00\u500b\u597d\u7684\u8cb7\u9ede\u3002\u56e0\u70ba\u5168\u4e16\u754c\u5c0d\u5176\u7522\u54c1\u7684\u9700\u6c42\u4e0d\u6703\u5f88\u5feb\u6d88\u5931\u3002<\/p>\n<h2><strong><b>Celanese (CE)<\/b><\/strong><\/h2>\n<p>\u8207\u5176\u4ed6\u5169\u53ea\u80a1\u7968\u4e0d\u540c\uff0c<strong><b>Celanese<\/b><\/strong>\u00a0(NYSE:<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=CE\"><strong><u><b>CE<\/b><\/u><\/strong><\/a>)\u80a1\u7968\u4eca\u5e74\u8868\u73fe\u51fa\u8272\uff0c\u5e74\u521d\u81f3\u4eca\u7684\u6f32\u5e45\u8d85\u904e25%\u3002\u7136\u800c\uff0c\u8a72\u80a1\u7684\u50f9\u503c\u4ecd\u6709\u53ef\u80fd\u88ab\u4f4e\u4f30\u4e86\u3002\u8ca1\u5831\u986f\u793a\uff0c2023\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u8a72\u516c\u53f8\u6536\u5165\u70ba28\u5104\u7f8e\u5143\uff0c\u6bd42022\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u589e\u957712.4%\uff0c\u4f46\u6bd4Zacks\u5206\u6790\u5e2b\u4e00\u81f4\u9810\u671f\u4f4e\u4e864000\u591a\u842c\u7f8e\u5143\u3002\u6de8\u5229\u6f64\u65b9\u9762\uff0c\u8a72\u516c\u53f8\u6bcf\u80a1\u6536\u76ca\u70ba2.17\u7f8e\u5143\uff0c\u6bd4\u53bb\u5e74\u540c\u671f\u4e0b\u964d57%\uff0c\u6bd4\u5206\u6790\u5e2b\u9810\u671f\u4f4e29\u7f8e\u5206\u3002\u7531\u65bc\u696d\u7e3e\u4e0d\u4f73\uff0c\u80a1\u50f9\u5728\u4e8c\u5b63\u5831\u5f8c\u4e0b\u8dcc\u4e86\u5e7e\u500b\u767e\u5206\u9ede\uff0c\u4f46\u662f\u57288\u6708\u4efd\u5df2\u7d93\u633d\u56de\u4e86\u6b64\u524d\u7684\u5168\u90e8\u4e0b\u8dcc\u640d\u5931\u3002<\/p>\n<p>Celanese\u6709\u5169\u5927\u696d\u52d9\u90e8\u9580\uff0c\u5206\u5225\u662f\u5de5\u7a0b\u6750\u6599\u90e8\u9580\uff08\u5360\u92b7\u552e\u984d\u768456%\uff09\u548c\u4e59\u91af\u57fa\u93c8\u90e8\u9580\uff08\u5360\u92b7\u552e\u984d\u768444%\uff09\u3002\u524d\u8005\u7684\u7522\u54c1\u5305\u62ec\u5c3c\u9f8d\u5316\u5408\u7269\u3001\u805a\u5c0d\u82ef\u4e8c\u7532\u9178\u4e59\u4e8c\u916f\uff08PET\uff09\u548c\u71b1\u5851\u6027\u5851\u6599\u3002\u5f8c\u8005\u4ee5\u751f\u7522\u7528\u65bc\u5236\u9020\u918b\u7684\u918b\u9178\u800c\u805e\u540d\u3002\u5728\u5de5\u696d\u4e0a\u4e3b\u8981\u751f\u7522\u5851\u6599\u3001\u7167\u76f8\u81a0\u7247\u548c\u6cb9\u6f06\u7684\u5fc5\u9700\u54c1\u3002<\/p>\n<p>\u4eca\u5e746\u6708\uff0c\u8a72\u516c\u53f8\u8207\u4e09\u4e95\u7269\u7522\u682a\u5f0f\u6703\u793e\u6210\u7acb\u4e86\u4e00\u5bb6\u5408\u8cc7\u4f01\u696d\uff0c\u7d93\u71df\u540d\u70baNutrinova\u7684\u98df\u54c1\u914d\u6599\u696d\u52d9\u3002Celanese\u5c07\u5411\u5408\u8cc7\u4f01\u696d\u63d0\u4f9b\u5176\u98df\u54c1\u914d\u6599\u8cc7\u7522\u3001\u6280\u8853\u548c\u54e1\u5de5\u3002\u4e09\u4e95\u7269\u7522\u5c07\u652f\u4ed84.73\u5104\u7f8e\u5143\u8cfc\u8cb7\u5408\u8cc7\u516c\u53f870%\u7684\u696d\u52d9\uff0cCelanese\u4fdd\u755930%\u7684\u80a1\u4efd\uff0c\u5c07\u7528\u9019\u7b46\u6536\u76ca\u511f\u9084\u4e00\u90e8\u5206\u50b5\u52d9\u3002\u8cb7\u5165\u9019\u53ea\u6750\u6599\u80a1\u7684\u4e00\u500b\u539f\u56e0\u662f\u8a72\u516c\u53f8\u7b2c\u4e8c\u5b63\u5ea6\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u70ba6.11\u5104\u7f8e\u5143\uff0c\u6bd4\u516c\u53f8\u66c6\u53f2\u4e0a\u4efb\u4f55\u4e00\u500b\u5b63\u5ea6\u90fd\u81f3\u5c11\u9ad8\u51fa18%\u3002\u800c\u5065\u5eb7\u7684\u81ea\u7531\u73fe\u91d1\u6d41\u6c38\u9060\u61c9\u8a72\u4f5c\u70ba\u8cb7\u5165\u80a1\u7968\u6642\u8003\u91cf\u7684\u4e00\u500b\u6307\u6a19\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u622a\u6b629\u670814\u65e5\uff0c\u6a19\u666e500\u6307\u6578\u4e2d\u6750\u6599\u677f\u584a\u80a1\u7968\u57282023\u5e74\u7d2f\u8a08\u4e0a\u6f32\u4e865.9%\uff0c\u9060\u9060\u4f4e\u65bc\u6a19\u666e500\u5927\u76e417.8%\u7684 [&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":449230,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522],"tags":[2001,670,578,561],"class_list":["post-472352","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","tag--zh-hant","tag-670","tag-578","tag-561","sectors--zh-hant","sectors-gold-zh-hant","locations-us-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/472352","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=472352"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/472352\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/449230"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=472352"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=472352"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=472352"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}