{"id":23252,"date":"2023-02-13T07:44:00","date_gmt":"2023-02-12T23:44:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=23252"},"modified":"2023-02-13T16:29:59","modified_gmt":"2023-02-13T08:29:59","slug":"kgi-daily-trading-ideas-13-feb-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-13-feb-2023-zh\/","title":{"rendered":"2023\u5e7402\u670813\u65e5: \u6cf0\u56fd\u917f\u9152 (Y92 SP), \u56fd\u836f\u80a1\u4efd (1099 HK), \u897f\u65b9\u77f3\u6cb9 (OXY US)"},"content":{"rendered":"\n<p class=\"has-cyan-bluish-gray-background-color has-background wp-block-paragraph\"><a href=\"#sg\">\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350<\/a> |<a href=\"#hk\"> \u9999\u6e2f\u80a1\u7968\u63a8\u8350<\/a> | <a href=\"#us\">\u7f8e\u80a1\u63a8\u8350<\/a> | <a href=\"http:\/\/sp\">\u884c\u4e1a\u677f\u5757\u8868\u73b0<\/a> | <a href=\"#td\"> \u4ea4\u6613\u9f99\u864e\u699c<\/a> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"sg\"><strong><img fetchpriority=\"high\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/lh4.googleusercontent.com\/CYrMUUuiThMlTBL2F831WJCiJNEll7A2g_ReY5PuRf95HqwkBEAYAV_hQiomy0yt76jYMvZ1r9_4mH03FqcsErOGJcSlPATU7VUHv7nyIRHhlXU_TlvFgWfkHH9S6rlZ220HL6Mvc4euPVlb8OqIpyE\"><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_2be7yan3414o\"><\/a><strong>\u6cf0\u56fd\u917f\u9152 (Y92 SP)\uff1a\u4e1c\u5357\u4e9a\u7ecf\u6d4e\u91cd\u5f00\u80a1<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.695\uff0c\u76ee\u6807\u4ef7\uff1a0.730\uff0c\u6b62\u635f\u4ef7\uff1a0.680    <\/strong>\n  <\/li><li>\n    \u516c\u53f8\u662f\u6cf0\u56fd\u6700\u5927\u548c\u9886\u5148\u7684\u996e\u6599\u751f\u4ea7\u5546\u548c\u5206\u9500\u5546\u3002\u5b83\u7684\u8fd0\u4f5c\u88ab\u8ba4\u4e3a\u662f\u4e1c\u5357\u4e9a\u9886\u5148\u7684\u84b8\u998f\u548c\u917f\u9020\u5546\u4e4b\u4e00\u3002\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u5404\u79cd\u77e5\u540d\u7684\u70c8\u9152\u54c1\u724c\uff0c\u5305\u62ec\u5176\u8457\u540d\u7684\u917f\u9020\u660c\u5564\u9152\u3002\u5728\u975e\u9152\u7cbe\u996e\u6599\u7c7b\u522b\u4e2d\uff0c\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6c34\u3001\u594e\u5b81\u6c7d\u6c34\u3001\u80fd\u91cf\u996e\u6599\u3001\u5373\u996e\u5496\u5561\u548c\u7eff\u8336\u3002\n  <\/li><li><strong>\u826f\u597d\u7684\u5730\u7406\u5e03\u5c40\u5c06\u63a8\u52a82023\u5e74\u7684\u589e\u957f\u3002<\/strong>\u968f\u7740\u56fd\u9645\u8fb9\u5883\u7684\u5f00\u653e\uff0c\u65c5\u6e38\u4e1a\u7684\u9700\u6c42\u8d8a\u6765\u8d8a\u591a\uff0c\u4e1c\u5357\u4e9a\u6210\u4e3a\u5317\u4e9a\u6e38\u5ba2\u6700\u70ed\u95e8\u7684\u76ee\u7684\u5730\uff0c\u5bf9\u516c\u53f8\u4ea7\u54c1\u7684\u9700\u6c42\u80af\u5b9a\u4f1a\u589e\u52a0\u3002\u516c\u53f8\u62e5\u6709218\u5bb6\u5b50\u516c\u53f8\u548c\u8054\u8425\u516c\u53f8\uff0c\u5305\u62ec19\u5bb6\u9152\u5382\u30013\u5bb6\u5564\u9152\u5382\u548c21\u5bb6\u975e\u9152\u7cbe\u996e\u6599\u751f\u4ea7\u5de5\u5382\uff0c\u5e76\u572890\u591a\u4e2a\u56fd\u5bb6\u5f00\u5c55\u56fd\u9645\u4e1a\u52a1\u3002\u968f\u7740\u75ab\u60c5\u9632\u63a7\u63aa\u65bd\u653e\u677e\u540e\u4ee5\u53ca\u56fd\u9645\u8fb9\u5883\u7684\u91cd\u65b0\u5f00\u653e\uff0c\u516c\u53f8\u5fc5\u5c06\u770b\u5230\u9500\u552e\u589e\u957f\u3002\n  <\/li><li><strong>\u53d7\u76ca\u4e8e2023\u5e74\u5f3a\u52b2\u7684\u6cf0\u56fd\u65c5\u6e38\u4e1a\u3002<\/strong>\u4e2d\u56fd\u653e\u677e\u4e25\u683c\u7684\u9632\u63a7\u653f\u7b56\u9884\u8ba1\u5c06\u91ca\u653e\u88ab\u538b\u6291\u7684\u65c5\u6e38\u9700\u6c42\uff0c\u5e76\u5bfc\u81f4\u8d74\u6cf0\u4e2d\u56fd\u6e38\u5ba2\u6570\u91cf\u5927\u5e45\u589e\u52a0\u3002\u6cf0\u56fd\u65c5\u6e38\u4e1a\u6b63\u5728\u5f3a\u52b2\u590d\u82cf\uff0c11\u6708\u4efd\u5230\u8bbf\u6cf0\u56fd\u7684\u6e38\u5ba2\u8d85\u8fc7175\u4e07\u4eba\u6b21\uff0c\u662f2021\u5e74\u5168\u5e74\u6e38\u5ba2\u603b\u6570\u7684\u56db\u500d\u3002\u8be5\u56fd\u76ee\u524d\u9884\u8ba12022\u5e74\u5c06\u67091100\u4e07\u81f31200\u4e07\u6e38\u5ba2\uff0c\u8d85\u8fc7\u6b64\u524d\u7684\u9884\u6d4b\u3002\n  <\/li><li><strong>\u516c\u53f8\u524d\u666f\u3002<\/strong>\u5728\u63a5\u4e0b\u6765\u7684\u51e0\u4e2a\u6708\u91cc\uff0c\u516c\u53f8\u7684\u524d\u666f\u4f3c\u4e4e\u662f\u4e50\u89c2\u7684\uff0c\u56e0\u4e3a\u75ab\u60c5\u540e\u66f4\u591a\u7684\u8fb9\u5883\u5f00\u653e\uff0c\u5bfc\u81f4\u65c5\u6e38\u9700\u6c42\u6fc0\u589e\uff0c\u516c\u53f8\u5c06\u80fd\u591f\u501f\u52a9\u8fd9\u4e00\u52bf\u5934\u590d\u82cf\u3002\u6311\u6218\u5728\u4e8e\u4e0d\u786e\u5b9a\u7684\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\uff0c\u9ad8\u901a\u80c0\u548c\u9ad8\u5229\u7387\u53ef\u80fd\u963b\u788d\u6d88\u8d39\u8005\u7684\u9700\u6c42\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd4\u589e\u957f0.90%\/6.99%\uff0c\u5373\u8fdc\u671f\u5e02\u76c8\u7387\u4e3a14.7\u500d\/13.7\u500d\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a14.8\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.53%\/3.82%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>0.85\u65b0\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1230\" height=\"723\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-149.png\" alt=\"\" class=\"wp-image-23355\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-149.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-149-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-149-1024x602.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-149-768x451.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_9ctm8ukw9e4m\"><\/a><strong><img decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-150.png\" class=\"wp-image-23356\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-150.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-150-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_v0x927a9ai5f\"><\/a><strong>\u626c\u5b50\u6c5f\u8239\u4e1a (BS6 SP)\uff1a\u53d7\u76ca\u4e8e\u79ef\u6781\u7684\u7f8e\u56fd\u6570\u636e<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.20\uff0c\u76ee\u6807\u4ef7\uff1a1.37\uff0c\u6b62\u635f\u4ef7\uff1a1.15    <\/strong>\n  <\/li><li>\n    \u626c\u5b50\u6c5f\u8239\u4e1a\u63a7\u80a1\u6709\u9650\u516c\u53f8\u751f\u4ea7\u5404\u7c7b\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u6cb9\u8f6e\u3001\u6d77\u4e0a\u8865\u7ed9\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239\u3002\n  <\/li><li><strong>\u53d7\u76ca\u4e8e\u7f8e\u5143\u8d70\u5f3a\u3002<\/strong>\u5728\u7f8e\u56fd\u516c\u5e031\u6708\u4efd\u5f3a\u52b2\u7684\u975e\u519c\u5c31\u4e1a\u6570\u636e\u540e\uff0c\u7f8e\u5143\u6307\u6570\u51fa\u73b0\u53cd\u5f39\u3002\u626c\u5b50\u6c5f\u9020\u8239\u63a7\u80a1\u6709\u9650\u516c\u53f8\u7684\u8d22\u52a1\u4e1a\u7ee9\u548c\u4e1a\u52a1\u4e3b\u8981\u4ee5\u7f8e\u5143\u8ba1\u4ef7\uff0c\u5728\u672a\u6765\u51e0\u4e2a\u6708\u5c06\u53d7\u76ca\u4e8e\u7f8e\u5143\u7684\u5347\u503c\u3002\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80a1\u4ef7\u53ca\u7f8e\u5143\u6307\u6570\u8d70\u52bf\u5bf9\u6bd4<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"742\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-151.png\" alt=\"\" class=\"wp-image-23357\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-151.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-151-300x174.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-151-1024x595.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-151-768x447.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u4ef7\u683c\u4e0b\u8dcc<\/strong>\u3002\u968f\u7740\u7f8e\u5143\u5347\u503c\uff0c\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u7b49\u786c\u8d28\u5927\u5b97\u5546\u54c1\u7684\u4ef7\u683c\u51fa\u73b0\u4e86\u4e0b\u8dcc\u3002\u8fd9\u4f7f\u5f97\u8be5\u516c\u53f8\u80fd\u591f\u627e\u5230\u964d\u4f4e\u751f\u4ea7\u6210\u672c\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u662f\u8239\u8236\u751f\u4ea7\u7684\u5173\u952e\u7ec4\u6210\u90e8\u5206\u3002\n  <\/li><li><strong>\u62c5\u4fdd\u5408\u540c\u7684\u53ef\u89c1\u6027\u3002<\/strong>\u622a\u81f322\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7684\u603b\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230102.7\u4ebf\u7f8e\u5143\uff0c\u5c06\u516c\u53f8\u7684\u6536\u5165\u80fd\u89c1\u5ea6\u5ef6\u957f\u81f32025\u5e74\u4e2d\u671f\u3002\u8fd9\u4f7f\u5f97\u516c\u53f8\u5728\u672a\u6765\u51e0\u5e74\u6709\u4e00\u4e2a\u786e\u5b9a\u548c\u53ef\u89c1\u7684\u6536\u5165\u6d41\u3002\n  <\/li><li><strong>\u516c\u53f8\u524d\u666f\u3002<\/strong>\u968f\u7740\u7ecf\u6d4e\u538b\u529b\u5f00\u59cb\u7f13\u89e3\uff0c\u7f8e\u5143\u7684\u53cd\u5f39\uff0c\u8be5\u516c\u53f8\u5728\u672a\u6765\u51e0\u4e2a\u6708\u7684\u524d\u666f\u662f\u79ef\u6781\u7684\u3002\u9274\u4e8e\u8be5\u516c\u53f8\u7684\u8ba2\u5355\u4e00\u76f4\u52302025\u5e74\u5e74\u4e2d\u90fd\u662f\u6ee1\u7684\uff0c\u56e0\u6b64\u8be5\u516c\u53f8\u7684\u6536\u5165\u6d41\u4e5f\u6e05\u6670\u53ef\u89c1\u3002\u4e2d\u56fd\u7ecf\u6d4e\u7684\u91cd\u65b0\u5f00\u653e\u4e5f\u4f7f\u8be5\u516c\u53f8\u80fd\u591f\u91cd\u65b0\u52a0\u5feb\u5176\u4e1a\u52a1\u7684\u751f\u4ea7\u3002\u8fd9\u8868\u660e\uff0c\u8be5\u516c\u53f8\u7684\u4e1a\u7ee9\u5f88\u53ef\u80fd\u5728\u4e0d\u4e45\u7684\u5c06\u6765\u7ee7\u7eed\u6539\u5584\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd422.98%\/4.72%\uff0c\u53738.1\u500d\/7.8\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.0\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.7%\/3.8%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>1.46\u7f8e\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"723\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-152.png\" alt=\"\" class=\"wp-image-23358\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-152.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-152-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-152-1024x602.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-152-768x451.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_9wxubztuez7y\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-153.png\" class=\"wp-image-23359\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-153.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-153-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><a id=\"post-23252-_amcnmqkifzvy\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-23252-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-154.png\" class=\"wp-image-23360\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-154.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-154-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_ukr25f10un20\"><\/a><strong>\u56fd\u836f\u80a1\u4efd (1099 HK)\uff1a\u9632\u5fa1\u548c\u907f\u9669\u80a1<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a19.5\uff0c\u76ee\u6807\u4ef7\uff1a20.5\uff0c\u6b62\u635f\u4ef7\uff1a18.5<\/strong>\n  <\/li><li>\n    \u56fd\u836f\u63a7\u80a1\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u836f\u54c1\u53ca\u533b\u7597\u5668\u68b0\u5206\u9500\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u56db\u4e2a\u90e8\u95e8\u8fd0\u8425\u4e1a\u52a1\u3002\u533b\u836f\u5206\u9500\u90e8\u95e8\u5411\u533b\u9662\u3001\u5176\u4ed6\u5206\u9500\u5546\u3001\u96f6\u552e\u836f\u5e97\u53ca\u8bca\u6240\u7b49\u5ba2\u6237\u5206\u9500\u533b\u836f\u5236\u54c1\u3002\u533b\u7597\u5668\u68b0\u4e1a\u52a1\u90e8\u95e8\u5411\u5ba2\u6237\u5206\u9500\u533b\u7597\u5668\u68b0\uff0c\u5e76\u63d0\u4f9b\u5b89\u88c5\u548c\u7ef4\u4fee\u670d\u52a1\u3002\u533b\u836f\u96f6\u552e\u4e1a\u52a1\u90e8\u95e8\u7ecf\u8425\u533b\u836f\u8fde\u9501\u5e97\u3002\u5176\u4ed6\u4e1a\u52a1\u90e8\u95e8\u5206\u9500\u5b9e\u9a8c\u5ba4\u7528\u54c1\u3001\u5236\u9020\u53ca\u5206\u9500\u5316\u5b66\u8bd5\u5242\u3001\u751f\u4ea7\u53ca\u9500\u552e\u533b\u836f\u5236\u54c1\u3002 \n  <\/li><li><strong>\u4eba\u53e3\u65e5\u76ca\u8001\u9f84\u5316\u3002<\/strong>\u4e2d\u56fd\u4eba\u53e360\u5e74\u6765\u9996\u6b21\u4e0b\u964d\uff0c\u6807\u5fd7\u7740\u957f\u671f\u4e0b\u964d\u7684\u5f00\u59cb\u3002\u518d\u52a0\u4e0a\u4eba\u53e3\u8001\u9f84\u5316\uff0c\u6536\u5165\u51cf\u5c11\uff0c\u533b\u7597\u548c\u798f\u5229\u652f\u51fa\u7684\u653f\u5e9c\u503a\u52a1\u589e\u52a0\uff0c\u53ef\u80fd\u4f1a\u5bfc\u81f4\u7ecf\u6d4e\u653e\u7f13\u3002\u968f\u7740\u4e2d\u56fd\u4eba\u53e3\u8fc5\u901f\u8001\u9f84\u5316\uff0c\u533b\u7597\u8bbe\u5907\u548c\u836f\u54c1\u5c06\u4ea7\u751f\u66f4\u591a\u6210\u672c\uff0c\u8fd9\u5c06\u6709\u5229\u4e8e\u56fd\u836f\u63a7\u80a1\u7684\u4e1a\u52a1\u3002\n  <\/li><li><strong>MRNA\u75ab\u82d7\u6279\u51c6\u3002<\/strong>\u56fd\u836f\u63a7\u80a1\u65d7\u4e0b\u4e2d\u56fd\u751f\u7269\u79d1\u6280\u96c6\u56e2\u6709\u9650\u516c\u53f8\u5ba3\u5e03\uff0c\u5df2\u8bbe\u8ba1\u51fa\u4e00\u79cd\u9488\u5bf9\u65b0\u51a0\u75c5\u6bd2\u5965\u5bc6\u514b\u620e\u53d8\u4f53\u7684mRNA\u5019\u9009\u75ab\u82d7\u3002\u5b83\u5df2\u83b7\u5f97\u56fd\u5bb6\u836f\u54c1\u76d1\u7763\u7ba1\u7406\u5c40\u7684\u76d1\u7ba1\u6279\u51c6\uff0c\u53ef\u4ee5\u5f00\u59cb\u4e34\u5e8a\u8bd5\u9a8c\u3002\u8fd9\u5bb6\u603b\u90e8\u4f4d\u4e8e\u4e0a\u6d77\u7684\u751f\u7269\u6280\u672f\u90e8\u95e8\u62e5\u6709\u4e00\u4e2a\u7814\u53d1\u5e73\u53f0\u548c\u4e00\u4e2a\u5e74\u4ea720\u4ebf\u5242\u75ab\u82d7\u7684\u751f\u4ea7\u8bbe\u65bd\u3002\u8fd9\u79cd\u75ab\u82d7\u662f\u4e2d\u56fd\u6b63\u5728\u7814\u7a76\u7684\u51e0\u79cdmRNA\u5019\u9009\u75ab\u82d7\u4e4b\u4e00\uff0c\u4f46\u8fd8\u6ca1\u6709\u4e00\u79cd\u88ab\u6279\u51c6\u4f7f\u7528\u3002\n  <\/li><li><strong>\u72ec\u5bb6\u6388\u6743\u7ecf\u9500\u5546\u3002<\/strong>\u56fd\u836f\u63a7\u80a1\u662f\u9ed8\u514b\u516c\u53f8(Merck & Co)\u65b0\u51a0\u80ba\u708e\u6297\u75c5\u6bd2\u53e3\u670d\u836f\u7269molnupiravir\u5728\u4e2d\u56fd\u7684\u552f\u4e00\u5408\u6cd5\u6388\u6743\u7ecf\u9500\u5546\u3002\u8be5\u7597\u6cd5\u4ee5Lagevrio\u54c1\u724c\u5728\u4e2d\u56fd\u5e02\u573a\u63a8\u51fa\u3002\u622a\u81f33\u670831\u65e5\uff0cMolnupiravir\u76ee\u524d\u5728\u4e2d\u56fd\u516c\u5171\u533b\u7597\u4fdd\u9669\u8303\u56f4\u5185\u3002\n  <\/li><li><strong>22\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u7b2c\u4e09\u5b63\u5ea6\u8425\u6536\u540c\u6bd4\u589e\u957f9.6%\uff0c\u8fbe\u52301,449\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u5f52\u5c5e\u4e8e\u666e\u901a\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u540c\u6bd4\u589e\u957f2.1%\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf922\/23\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd4-2.5%\/10.0%\uff0c\u53736.5\u500d\/5.9\u500d\u7684\u9884\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a6.9\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a4.6%\/4.8%\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>21.90\u6e2f\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"723\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-3.jpeg\" alt=\"\" class=\"wp-image-23361\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-3.jpeg 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-3-300x176.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-3-1024x602.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-3-768x451.jpeg 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_uruob7qw6vlq\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-155.png\" class=\"wp-image-23362\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-155.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-155-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_sjupuqrw0k40\"><\/a><strong>\u963f\u91cc\u5df4\u5df4 (9988 HK)\uff1a\u5927\u8c61\u8df3\u821e<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a101\uff0c\u76ee\u6807\u4ef7\uff1a120\uff0c\u6b62\u635f\u4ef7\uff1a91.50<\/strong>\n  <\/li><li>\n    \u963f\u91cc\u5df4\u5df4\u96c6\u56e2\u63a7\u80a1\u6709\u9650\u516c\u53f8\u63d0\u4f9b\u6280\u672f\u57fa\u7840\u8bbe\u65bd\u53ca\u8425\u9500\u5e73\u53f0\u3002\u8be5\u516c\u53f8\u8fd0\u8425\u4e03\u4e2a\u4e1a\u52a1\u5206\u90e8\u3002\u4e2d\u56fd\u5546\u4e1a\u5206\u90e8\u5305\u62ec\u4e2d\u56fd\u96f6\u552e\u5546\u4e1a\u4e1a\u52a1\u5982\u6dd8\u5b9d\u3001\u5929\u732b\u3001\u76d2\u9a6c\u7b49\u4ee5\u53ca\u6279\u53d1\u4e1a\u52a1\u3002\u56fd\u9645\u5546\u4e1a\u5206\u90e8\u5305\u62ec\u56fd\u9645\u96f6\u552e\u53ca\u6279\u53d1\u5546\u4e1a\u4e1a\u52a1\uff0c\u5982Lazada\u3001\u901f\u5356\u901a\u7b49\u3002\u672c\u5730\u751f\u6d3b\u670d\u52a1\u5206\u90e8\u5305\u62ec\u57fa\u4e8e\u4f4d\u7f6e\u4e1a\u52a1\uff0c\u5982\u997f\u4e86\u4e48\u3001\u9ad8\u5fb7\u3001\u98de\u732a\u7b49\u3002\u83dc\u9e1f\u5206\u90e8\u5305\u62ec\u56fd\u5185\u53ca\u56fd\u9645\u4e00\u7ad9\u5f0f\u7269\u6d41\u670d\u52a1\u53ca\u4f9b\u5e94\u94fe\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\u3002\u4e91\u4e1a\u52a1\u5206\u90e8\u5305\u62ec\u5411\u56fd\u5185\u5916\u4f01\u4e1a\u63d0\u4f9b\u516c\u6709\u4e91\u670d\u52a1\u548c\u6df7\u5408\u4e91\u670d\u52a1\uff0c\u5982\u963f\u91cc\u4e91\u53ca\u9489\u9489\u3002\u6570\u5b57\u5a92\u4f53\u53ca\u5a31\u4e50\u5206\u90e8\u5305\u62ec\u4f18\u9177\u3001\u5938\u514b\u548c\u963f\u91cc\u5f71\u4e1a\uff0c\u4ee5\u53ca\u5176\u4ed6\u5185\u5bb9\u548c\u5206\u9500\u5e73\u53f0\u4ee5\u53ca\u7ebf\u4e0a\u6e38\u620f\u4e1a\u52a1\u3002\u521b\u65b0\u4e1a\u52a1\u53ca\u5176\u4ed6\u5206\u90e8\u5305\u62ec\u8fbe\u6469\u9662\u3001\u5929\u732b\u7cbe\u7075\u53ca\u5176\u4ed6\u4e1a\u52a1\u3002\n  <\/li><li><strong>\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u3002<\/strong>\u4e2d\u56fd\u653f\u7b56\u5236\u5b9a\u8005\u8ba1\u5212\u4eca\u5e74\u52a0\u5927\u5bf9\u5185\u9700\u7684\u652f\u6301\u529b\u5ea6\uff0c\u9ad8\u5c42\u653f\u7b56\u5236\u5b9a\u8005\u591a\u6b21\u8868\u793a\uff0c\u4ed6\u4eec\u6253\u7b97\u5229\u7528\u4e2d\u56fd14\u4ebf\u4eba\u53e3\u7684\u6d88\u8d39\u80fd\u529b\u3002\u6b64\u524d\uff0c2022\u5e74\u4e2d\u56fd\u7ecf\u6d4e\u589e\u901f\u8dcc\u81f3\u8fd1\u534a\u4e2a\u4e16\u7eaa\u4ee5\u6765\u7684\u6700\u4f4e\u6c34\u5e73\u4e4b\u4e00\u3002\u4e00\u4e9b\u4e2d\u56fd\u94f6\u884c\u63a8\u51fa\u4fc3\u9500\u6d3b\u52a8\u5e76\u964d\u4f4e\u8d37\u6b3e\u5229\u7387\uff0c\u4ee5\u9f13\u52b1\u56fd\u5185\u6d88\u8d39\u8005\u589e\u52a0\u652f\u51fa\u3002\u8bb8\u591a\u4e3b\u8981\u94f6\u884c\u5df2\u5c06\u5176\u6d88\u8d39\u8d37\u6b3e\u5229\u7387\u964d\u81f34%\u4ee5\u4e0b\uff0c\u4e00\u4e9b\u94f6\u884c\u751a\u81f3\u4ee5\u4e2d\u56fd\u592e\u884c\u57fa\u51c6\u8d37\u6b3e\u5229\u73873.65%\u7684\u6700\u4f4e\u5229\u7387\u63d0\u4f9b\u67d0\u4e9b\u6d88\u8d39\u8d37\u6b3e\u4ea7\u54c1\u3002\u968f\u7740\u4e2d\u56fd\u52aa\u529b\u6269\u5927\u5185\u9700\u548c\u6d88\u8d39\uff0c\u4ee5\u53ca\u91cd\u65b0\u5f00\u653e\uff0c\u8fd9\u5c06\u523a\u6fc0\u652f\u51fa\u548c\u5bb6\u5ead\u6d88\u8d39\u7684\u589e\u52a0\uff0c\u8be5\u516c\u53f8\u5e94\u8be5\u9884\u8ba1\u4eca\u5e74\u7684\u6d88\u8d39\u9700\u6c42\u5c06\u4f1a\u4e0a\u5347\u3002\n  <\/li><li><strong>\u4e91\u4e1a\u52a1\u589e\u957f\u3002<\/strong>\u4e91\u57fa\u7840\u8bbe\u65bd\u548c\u670d\u52a1\u6b63\u5728\u6210\u4e3a\u4efb\u4f55\u4f7f\u7528\u7f51\u7edc\u8fdb\u884c\u8fd0\u8425\u7684\u4f01\u4e1a\u7684\u91cd\u8981\u7ec4\u6210\u90e8\u5206\u3002\u4e91\u4e1a\u52a1\u7684\u603b\u8425\u6536(\u5305\u62ec\u5411\u963f\u91cc\u5df4\u5df4\u5176\u4ed6\u4e1a\u52a1\u63d0\u4f9b\u7684\u670d\u52a1\u6536\u5165)\u4e3a506.98\u4ebf\u5143\u4eba\u6c11\u5e01(712.27\u4ebf\u7f8e\u5143)\uff0c\u6bd42021\u5e74\u540c\u671f\u7684484.48\u4ebf\u5143\u4eba\u6c11\u5e01\u589e\u957f5%\u3002\u540c\u6bd4\u589e\u957f\u53cd\u6620\u4e86\u53d7\u91d1\u878d\u670d\u52a1\u3001\u516c\u5171\u670d\u52a1\u548c\u7535\u4fe1\u884c\u4e1a\u63a8\u52a8\u7684\u975e\u4e92\u8054\u7f51\u884c\u4e1a\u7684\u5f3a\u52b2\u6536\u5165\u589e\u957f\u3002\u7531\u4e8e\u4e91\u670d\u52a1\u662f\u8fd9\u4e09\u4e2a\u9886\u57df\u8fd0\u8425\u4e2d\u4e0d\u53ef\u6216\u7f3a\u7684\u4e00\u90e8\u5206\uff0c\u5b83\u53ef\u80fd\u4f1a\u4e3a\u963f\u91cc\u5df4\u5df4\u5e26\u6765\u957f\u671f\u7684\u7ecf\u5e38\u6027\u6536\u5165\u3002\u6b64\u5916\uff0c\u52302029\u5e74\uff0c\u5168\u7403\u4e91\u8ba1\u7b97\u5e02\u573a\u9884\u8ba1\u5c06\u8d85\u8fc71.7\u4e07\u4ebf\u7f8e\u5143\uff0c\u963f\u91cc\u5df4\u5df4\u5728\u4e91\u8ba1\u7b97\u9886\u57df\u7684\u4efd\u989d\u9884\u8ba1\u4e5f\u5c06\u6269\u5927\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u4e3a\u4eba\u6c11\u5e014,127.31\u4ebf\u5143\uff08\u5408580,21\u4ebf\u7f8e\u5143\uff09\uff0c\u540c\u6bd4\u589e\u957f2%\u3002\u5f52\u5c5e\u4e8e\u666e\u901a\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e3a21.78\u4ebf\u5143\u4eba\u6c11\u5e01\uff083.06\u4ebf\u7f8e\u5143\uff09\uff0c\u51c0\u4e8f\u635f\u4e3a21.69\u4ebf\u5143\u4eba\u6c11\u5e01\uff083.05\u4ebf\u7f8e\u5143\uff09\uff0c\u800c2021\u5e74\u540c\u671f\u7684\u51c0\u5229\u6da6\u4e3a4.62\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf924\/25\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a4.32%\/14.59%\uff0c\u5373\u8fdc\u671f\u5e02\u76c8\u7387\u4e3a13.62\u500d\/11.88\u500d\u3002\u76ee\u524d\u7684\u5e02\u76c8\u7387\u662f14.21\u500d\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>142.63\u6e2f\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"723\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-156.png\" alt=\"\" class=\"wp-image-23363\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-156.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-156-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-156-1024x602.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-156-768x451.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-23252-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-157.png\" class=\"wp-image-23364\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-157.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-157-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-157-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_60iv790xgfc\"><\/a><a id=\"post-23252-_et6xfygl5e9g\"><\/a><strong>\u897f\u65b9\u77f3\u6cb9 (OXY US)\uff1a\u56e0\u4fc4\u7f57\u65af\u51cf\u4ea7\u800c\u53cd\u5f39<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a65.0\uff0c\u76ee\u6807\u4ef7\uff1a72.0\uff0c\u6b62\u635f\u4ef7\uff1a61.5<\/strong>\n  <\/li><li>\n    \u897f\u65b9\u77f3\u6cb9\u516c\u53f8\u52d8\u63a2\u3001\u5f00\u53d1\u3001\u751f\u4ea7\u548c\u9500\u552e\u539f\u6cb9\u548c\u5929\u7136\u6c14\u3002\u516c\u53f8\u8fd8\u751f\u4ea7\u548c\u9500\u552e\u5404\u79cd\u57fa\u7840\u5316\u5b66\u54c1\u3001\u4e59\u70ef\u57fa\u548c\u6027\u80fd\u5316\u5b66\u54c1\u3002\u897f\u65b9\u77f3\u6cb9\u516c\u53f8\u8fd8\u6536\u96c6\u3001\u5904\u7406\u3001\u52a0\u5de5\u3001\u8fd0\u8f93\u3001\u50a8\u5b58\u3001\u4ea4\u6613\u548c\u9500\u552e\u539f\u6cb9\u3001\u5929\u7136\u6c14\u3001\u5929\u7136\u6c14\u51dd\u6790\u6cb9\u3001\u4e8c\u6c27\u5316\u78b3(CO2)\uff0c\u5e76\u751f\u4ea7\u548c\u9500\u552e\u7535\u529b\u3002\n  <\/li><li><strong>\u4fc4\u7f57\u65af\u5c06\u524a\u51cf\u77f3\u6cb9\u4ea7\u91cf\u3002<\/strong>\u4e0a\u5468\u4e94\uff0c\u4fc4\u7f57\u65af\u526f\u90e8\u957f\u8868\u793a\uff0c\u4fc4\u7f57\u65af\u5c06\u51cf\u5c1150\u4e07\u6876\/\u5929\u7684\u77f3\u6cb9\u4ea7\u91cf\uff0c\u5360\u603b\u4ea7\u91cf\u76845%\u3002\u56e0\u6b64\uff0c\u5e03\u5170\u7279\u539f\u6cb9\u548cWTI\u539f\u6cb9\u5206\u522b\u4e0a\u6da82.67%\u548c2.73%\uff0c\u4ee586.4\u7f8e\u5143\u548c79.7\u7f8e\u5143\u6536\u76d8\u3002\n  <\/li><li><strong>\u4f18\u5148\u8003\u8651\u80a1\u7968\u56de\u8d2d\u3002<\/strong>\u6b64\u524d\uff0c\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98\u63d0\u5230\uff0c\u4ed6\u4eec\u5c06\u57282023\u5e74\u4f18\u5148\u8003\u8651\u80a1\u7968\u56de\u8d2d\uff0c\u800c\u4e0d\u662f\u589e\u957f\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8be5\u516c\u53f8\u5c06\u8003\u8651\u5728\u4eca\u5e74\u8d4e\u56de\u4f2f\u514b\u5e0c\u5c14\u54c8\u6492\u97e6\u516c\u53f8\u7684\u4f18\u5148\u80a1\u3002\u6c83\u4f26\u00b7\u5df4\u83f2\u7279\u57282019\u5e74\u8d2d\u4e70\u4e86100\u4ebf\u7f8e\u5143\u7684\u4f18\u5148\u80a1\u3002\n  <\/li><li><strong>22\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f39.3%\uff0c\u8fbe\u523095\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f4.5\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca2.44\u7f8e\u5143\uff0c\u4f4e\u4e8e\u9884\u671f0.01\u7f8e\u5143\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd4-33.1%\/-9.3%\uff0c\u5373\u8fdc\u671f\u5e02\u76c8\u7387\u4e3a10.2\u500d\/11.3\u500d\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a5.4\u500d\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>74.08\u7f8e\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"724\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-4.jpeg\" alt=\"\" class=\"wp-image-23365\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-4.jpeg 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-4-300x177.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-4-1024x603.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-4-768x452.jpeg 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_cgxm9lmmoszu\"><\/a><strong>Enphase \u80fd\u6e90 (ENPH US)\uff1a\u5728\u4e1a\u7ee9\u516c\u5e03\u540e\u7684\u629b\u552e\u4e2d\u6284\u5e95<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a205\uff0c\u76ee\u6807\u4ef7\uff1a245\uff0c\u6b62\u635f\u4ef7\uff1a185<\/strong>\n  <\/li><li>\n    Enphase\u80fd\u6e90\u516c\u53f8\u751f\u4ea7\u592a\u9633\u80fd\u8bbe\u5907\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5bb6\u5ead\u548c\u5546\u4e1a\u592a\u9633\u80fd\u548c\u5b58\u50a8\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u4e3a\u7f8e\u56fd\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\n  <\/li><li><strong>\u5b8f\u89c2\u8d8b\u52bf\u6709\u5229\u3002<\/strong>2022\u5e74\u5168\u7403\u6e05\u6d01\u80fd\u6e90\u9879\u76ee\u6295\u8d44\u8fbe1.1\u4e07\u4ebf\u7f8e\u5143\uff0c\u968f\u7740\u5404\u56fd\u653f\u5e9c\u5411\u96f6\u78b3\u672a\u6765\u8fc7\u6e21\uff0c\u8fd9\u4e00\u6570\u5b57\u57282023\u8d22\u5e74\u80af\u5b9a\u4f1a\u589e\u52a0\u3002\n  <\/li><li><strong>\u589e\u957f\u52a8\u529b\u4e0d\u53d8\u3002<\/strong>\u8be5\u516c\u53f8\u8ba1\u5212\u57282023\u5e74\u589e\u52a0450\u4e07\u53f0\u5fae\u578b\u9006\u53d8\u5668\u7684\u5b63\u5ea6\u4ea7\u80fd\uff0c\u52302023\u5e74\u5e95\u8fbe\u52301,000\u4e07\u53f0\u3002\u9884\u8ba1\u8be5\u516c\u53f8\u5c06\u572823\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u901a\u8fc7\u4e00\u4e2a\u65b0\u7684\u56fd\u5185\u4ee3\u5de5\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\uff0c\u5e76\u572823\u5e74\u4e0b\u534a\u5e74\u901a\u8fc7\u4e24\u4e2a\u73b0\u6709\u5408\u4f5c\u4f19\u4f34\u589e\u52a0\u4f9b\u5e94\u3002\u53e6\u4e00\u4e2a\u589e\u957f\u52a8\u529b\u662f\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u7cfb\u7edf\uff0c\u8be5\u7cfb\u7edf\u652f\u6301\u6574\u4f53\u80fd\u6e90\u751f\u6001\u7cfb\u7edf\uff0c\u5e76\u53d7\u76ca\u4e8e\u6b27\u6d32\u548c\u7f8e\u56fd\u5e02\u573a\u7535\u52a8\u6c7d\u8f66\u548c\u592a\u9633\u80fd\u5e94\u7528\u7684\u589e\u52a0\u3002\n  <\/li><li><strong>22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u8d85\u8fc7\u9884\u671f\uff0c\u4f46\u968f\u540e\u906d\u629b\u552e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f75.6%\u81f37.25\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2,159\u4e07\u7f8e\u5143\uff0cNon-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a1.51\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f0.25\u7f8e\u5143\u3002\u629b\u552e\u7684\u4e3b\u8981\u539f\u56e0\u662f\uff0c\u7531\u4e8e\u5b63\u8282\u6027\u548c\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\u7684\u5f71\u54cd\uff0c\u9884\u8ba123\u5e74\u7b2c\u4e00\u5b63\u5ea6\u7684\u4e1a\u52a1\u5c06\u6bd422\u5e74\u7b2c\u56db\u5b63\u5ea6\u7565\u6709\u4e0b\u964d\u3002\n  <\/li><li>\n    \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u540c\u6bd4\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a18.2%\/30.0%\uff0c\u537338.8\u500d\/30.0\u500d\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a76.2\u500d\u3002\u5f6d\u535a\u793e\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a<strong>296.82\u7f8e\u5143\u3002<\/strong>\n  <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"724\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-5.jpeg\" alt=\"\" class=\"wp-image-23366\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-5.jpeg 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-5-300x177.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-5-1024x603.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-5-768x452.jpeg 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-158.png\" class=\"wp-image-23367\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-158.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-158-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\n\n\n\n<figure class=\"wp-block-image\" id=\"sp\"><img loading=\"lazy\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-159.png\" alt=\"\" class=\"wp-image-23368\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-159.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-159-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-159-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1112\" height=\"605\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-161.png\" alt=\"\" class=\"wp-image-23370\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-161.png 1112w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-161-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-161-1024x557.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-161-768x418.png 768w\" sizes=\"(max-width: 1112px) 100vw, 1112px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong> <\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-10\/russian-oil-cuts-chinese-demand-revival-threaten-renewed-inflation-pressure\">Russian Oil Cuts, Chinese Demand Revival Threaten Renewed Inflation Pressure<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-sanctions-firms-singapore-malaysia-over-iran-petrol-links\">US sanctions firms in Singapore, Malaysia over Iran petrol links<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/us-consumer-sentiment-hits-more-one-year-high\">US consumer sentiment hits more than one-year high<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/thousands-fintech-jobs-are-gone-companies-cut-costs-first-time\">Thousands of fintech jobs are gone as companies cut costs for first time<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/north-american-companies-notch-another-record-year-robot-orders\">North American companies notch another record year for robot orders<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-162.png\" alt=\"\" class=\"wp-image-23371\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-162.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-162-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-23252-_qqv3rtx8nazp\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1162\" height=\"630\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-164.png\" alt=\"\" class=\"wp-image-23373\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-164.png 1162w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-164-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-164-1024x555.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-164-768x416.png 768w\" sizes=\"(max-width: 1162px) 100vw, 1162px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.scmp.com\/business\/china-business\/article\/3209715\/hong-kong-stocks-set-losing-week-fund-outflows-mixed-recovery-signals-risk-us-tech-curbs-sap-demand\">Hong Kong stocks set for <strong>losing week<\/strong> on fund outflows as mixed recovery signals, risk of US tech curbs sap demand<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/hong-kongs-lee-faces-stern-test-over-34-bln-bid-ease-housing-shortage-2023-02-10\/\">Hong Kong\u2019s Lee faces stern test over $3.4 bln bid to ease <strong>housing shortage<\/strong><\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.reuters.com\/markets\/rates-bonds\/global-investors-losing-appetite-chinese-government-bonds-2023-02-10\/\">Global investors <strong>losing appetite<\/strong> for Chinese government bonds<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2023-02-10\/china-factory-deflation-deepens-consumer-prices-rise-in-january\">China\u2019s <strong>Consumer Inflation Picks Up<\/strong> as Recovery Gathers Pace<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.channelnewsasia.com\/business\/chinas-factory-prices-fall-manufacturing-struggles-recover-3268196\">China\u2019s <strong>factory prices fall<\/strong> as manufacturing struggles to recover<\/a>\n<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-165.png\" alt=\"\" class=\"wp-image-23374\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-165.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-165-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\" id=\"td\"><img loading=\"lazy\" decoding=\"async\" width=\"618\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-167.png\" alt=\"\" class=\"wp-image-23376\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-167.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/02\/word-image-167-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong> No stocks additions\/deletions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/TEItNjhkvPvSU-YP7mvrzdLKG8ZMZI73DC-iQBW7zMygpYI6WKLZEEDpMm56eM8PAeKsY3HCx3xJ8D77vCr0uEJICt9v757Qw1R9_ZaZbds4Iej8rauvV1wYmQSNF6JB-Kuew8YsnOZY-mlUia0RKCo\" width=\"602\" height=\"272\"><\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"520\" height=\"142\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png\" alt=\"\" class=\"wp-image-17077\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433.png 520w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/06\/word-image-433-300x82.png 300w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/><\/a><\/figure><\/div>\n\n\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u6cf0\u56fd\u917f\u9152 (Y92 SP)\uff1a\u4e1c\u5357\u4e9a\u7ecf\u6d4e\u91cd\u5f00\u80a1 \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.695\uff0c\u76ee\u6807\u4ef7\uff1a0.730\uff0c\u6b62\u635f\u4ef7\uff1a0.680 \u516c\u53f8\u662f\u6cf0\u56fd\u6700\u5927\u548c\u9886\u5148\u7684\u996e\u6599\u751f\u4ea7\u5546\u548c\u5206\u9500\u5546\u3002\u5b83\u7684\u8fd0\u4f5c\u88ab\u8ba4\u4e3a\u662f\u4e1c\u5357\u4e9a\u9886\u5148\u7684\u84b8\u998f\u548c\u917f\u9020\u5546\u4e4b\u4e00\u3002\u516c\u53f8\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u5404\u79cd\u77e5\u540d\u7684\u70c8\u9152\u54c1\u724c\uff0c\u5305\u62ec\u5176\u8457\u540d\u7684\u917f\u9020\u660c\u5564\u9152\u3002\u5728\u975e\u9152\u7cbe\u996e\u6599\u7c7b\u522b\u4e2d\uff0c\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6c34\u3001\u594e\u5b81\u6c7d\u6c34\u3001\u80fd\u91cf\u996e\u6599\u3001\u5373\u996e\u5496\u5561\u548c\u7eff\u8336\u3002 \u826f\u597d\u7684\u5730\u7406\u5e03\u5c40\u5c06\u63a8\u52a82023\u5e74\u7684\u589e\u957f\u3002\u968f\u7740\u56fd\u9645\u8fb9\u5883\u7684\u5f00\u653e\uff0c\u65c5\u6e38\u4e1a\u7684\u9700\u6c42\u8d8a\u6765\u8d8a\u591a\uff0c\u4e1c\u5357\u4e9a\u6210\u4e3a\u5317\u4e9a\u6e38\u5ba2\u6700\u70ed\u95e8\u7684\u76ee\u7684\u5730\uff0c\u5bf9\u516c\u53f8\u4ea7\u54c1\u7684\u9700\u6c42\u80af\u5b9a\u4f1a\u589e\u52a0\u3002\u516c\u53f8\u62e5\u6709218\u5bb6\u5b50\u516c\u53f8\u548c\u8054\u8425\u516c\u53f8\uff0c\u5305\u62ec19\u5bb6\u9152\u5382\u30013\u5bb6\u5564\u9152\u5382\u548c21\u5bb6\u975e\u9152\u7cbe\u996e\u6599\u751f\u4ea7\u5de5\u5382\uff0c\u5e76\u572890\u591a\u4e2a\u56fd\u5bb6\u5f00\u5c55\u56fd\u9645\u4e1a\u52a1\u3002\u968f\u7740\u75ab\u60c5\u9632\u63a7\u63aa\u65bd\u653e\u677e\u540e\u4ee5\u53ca\u56fd\u9645\u8fb9\u5883\u7684\u91cd\u65b0\u5f00\u653e\uff0c\u516c\u53f8\u5fc5\u5c06\u770b\u5230\u9500\u552e\u589e\u957f\u3002 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\u516c\u53f8\u524d\u666f\u3002\u5728\u63a5\u4e0b\u6765\u7684\u51e0\u4e2a\u6708\u91cc\uff0c\u516c\u53f8\u7684\u524d\u666f\u4f3c\u4e4e\u662f\u4e50\u89c2\u7684\uff0c\u56e0\u4e3a\u75ab\u60c5\u540e\u66f4\u591a\u7684\u8fb9\u5883\u5f00\u653e\uff0c\u5bfc\u81f4\u65c5\u6e38\u9700\u6c42\u6fc0\u589e\uff0c\u516c\u53f8\u5c06\u80fd\u591f\u501f\u52a9\u8fd9\u4e00\u52bf\u5934\u590d\u82cf\u3002\u6311\u6218\u5728\u4e8e\u4e0d\u786e\u5b9a\u7684\u5b8f\u89c2\u7ecf\u6d4e\u73af\u5883\uff0c\u9ad8\u901a\u80c0\u548c\u9ad8\u5229\u7387\u53ef\u80fd\u963b\u788d\u6d88\u8d39\u8005\u7684\u9700\u6c42\u3002 \u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd4\u589e\u957f0.90%\/6.99%\uff0c\u5373\u8fdc\u671f\u5e02\u76c8\u7387\u4e3a14.7\u500d\/13.7\u500d\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a14.8\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.53%\/3.82%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a0.85\u65b0\u5143\u3002 (Source: Bloomberg) \u626c\u5b50\u6c5f\u8239\u4e1a (BS6 SP)\uff1a\u53d7\u76ca\u4e8e\u79ef\u6781\u7684\u7f8e\u56fd\u6570\u636e \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.20\uff0c\u76ee\u6807\u4ef7\uff1a1.37\uff0c\u6b62\u635f\u4ef7\uff1a1.15 \u626c\u5b50\u6c5f\u8239\u4e1a\u63a7\u80a1\u6709\u9650\u516c\u53f8\u751f\u4ea7\u5404\u7c7b\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u6cb9\u8f6e\u3001\u6d77\u4e0a\u8865\u7ed9\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239\u3002 \u53d7\u76ca\u4e8e\u7f8e\u5143\u8d70\u5f3a\u3002\u5728\u7f8e\u56fd\u516c\u5e031\u6708\u4efd\u5f3a\u52b2\u7684\u975e\u519c\u5c31\u4e1a\u6570\u636e\u540e\uff0c\u7f8e\u5143\u6307\u6570\u51fa\u73b0\u53cd\u5f39\u3002\u626c\u5b50\u6c5f\u9020\u8239\u63a7\u80a1\u6709\u9650\u516c\u53f8\u7684\u8d22\u52a1\u4e1a\u7ee9\u548c\u4e1a\u52a1\u4e3b\u8981\u4ee5\u7f8e\u5143\u8ba1\u4ef7\uff0c\u5728\u672a\u6765\u51e0\u4e2a\u6708\u5c06\u53d7\u76ca\u4e8e\u7f8e\u5143\u7684\u5347\u503c\u3002 \u80a1\u4ef7\u53ca\u7f8e\u5143\u6307\u6570\u8d70\u52bf\u5bf9\u6bd4 (Source: Bloomberg) \u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u4ef7\u683c\u4e0b\u8dcc\u3002\u968f\u7740\u7f8e\u5143\u5347\u503c\uff0c\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u7b49\u786c\u8d28\u5927\u5b97\u5546\u54c1\u7684\u4ef7\u683c\u51fa\u73b0\u4e86\u4e0b\u8dcc\u3002\u8fd9\u4f7f\u5f97\u8be5\u516c\u53f8\u80fd\u591f\u627e\u5230\u964d\u4f4e\u751f\u4ea7\u6210\u672c\u7684\u673a\u4f1a\uff0c\u56e0\u4e3a\u94c1\u77ff\u77f3\u548c\u94a2\u94c1\u662f\u8239\u8236\u751f\u4ea7\u7684\u5173\u952e\u7ec4\u6210\u90e8\u5206\u3002 \u62c5\u4fdd\u5408\u540c\u7684\u53ef\u89c1\u6027\u3002\u622a\u81f322\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8be5\u516c\u53f8\u7684\u603b\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230102.7\u4ebf\u7f8e\u5143\uff0c\u5c06\u516c\u53f8\u7684\u6536\u5165\u80fd\u89c1\u5ea6\u5ef6\u957f\u81f32025\u5e74\u4e2d\u671f\u3002\u8fd9\u4f7f\u5f97\u516c\u53f8\u5728\u672a\u6765\u51e0\u5e74\u6709\u4e00\u4e2a\u786e\u5b9a\u548c\u53ef\u89c1\u7684\u6536\u5165\u6d41\u3002 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\u5e02\u573a\u5bf923\/24\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd422.98%\/4.72%\uff0c\u53738.1\u500d\/7.8\u500d\u8fdc\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a8.0\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a3.7%\/3.8%\u3002\u5f6d\u535a\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a1.46\u7f8e\u5143\u3002 (Source: Bloomberg) \u56fd\u836f\u80a1\u4efd (1099 HK)\uff1a\u9632\u5fa1\u548c\u907f\u9669\u80a1 \u4e70\u5165\u4ef7\uff1a19.5\uff0c\u76ee\u6807\u4ef7\uff1a20.5\uff0c\u6b62\u635f\u4ef7\uff1a18.5 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MRNA\u75ab\u82d7\u6279\u51c6\u3002\u56fd\u836f\u63a7\u80a1\u65d7\u4e0b\u4e2d\u56fd\u751f\u7269\u79d1\u6280\u96c6\u56e2\u6709\u9650\u516c\u53f8\u5ba3\u5e03\uff0c\u5df2\u8bbe\u8ba1\u51fa\u4e00\u79cd\u9488\u5bf9\u65b0\u51a0\u75c5\u6bd2\u5965\u5bc6\u514b\u620e\u53d8\u4f53\u7684mRNA\u5019\u9009\u75ab\u82d7\u3002\u5b83\u5df2\u83b7\u5f97\u56fd\u5bb6\u836f\u54c1\u76d1\u7763\u7ba1\u7406\u5c40\u7684\u76d1\u7ba1\u6279\u51c6\uff0c\u53ef\u4ee5\u5f00\u59cb\u4e34\u5e8a\u8bd5\u9a8c\u3002\u8fd9\u5bb6\u603b\u90e8\u4f4d\u4e8e\u4e0a\u6d77\u7684\u751f\u7269\u6280\u672f\u90e8\u95e8\u62e5\u6709\u4e00\u4e2a\u7814\u53d1\u5e73\u53f0\u548c\u4e00\u4e2a\u5e74\u4ea720\u4ebf\u5242\u75ab\u82d7\u7684\u751f\u4ea7\u8bbe\u65bd\u3002\u8fd9\u79cd\u75ab\u82d7\u662f\u4e2d\u56fd\u6b63\u5728\u7814\u7a76\u7684\u51e0\u79cdmRNA\u5019\u9009\u75ab\u82d7\u4e4b\u4e00\uff0c\u4f46\u8fd8\u6ca1\u6709\u4e00\u79cd\u88ab\u6279\u51c6\u4f7f\u7528\u3002 \u72ec\u5bb6\u6388\u6743\u7ecf\u9500\u5546\u3002\u56fd\u836f\u63a7\u80a1\u662f\u9ed8\u514b\u516c\u53f8(Merck &#038; Co)\u65b0\u51a0\u80ba\u708e\u6297\u75c5\u6bd2\u53e3\u670d\u836f\u7269molnupiravir\u5728\u4e2d\u56fd\u7684\u552f\u4e00\u5408\u6cd5\u6388\u6743\u7ecf\u9500\u5546\u3002\u8be5\u7597\u6cd5\u4ee5Lagevrio\u54c1\u724c\u5728\u4e2d\u56fd\u5e02\u573a\u63a8\u51fa\u3002\u622a\u81f33\u670831\u65e5\uff0cMolnupiravir\u76ee\u524d\u5728\u4e2d\u56fd\u516c\u5171\u533b\u7597\u4fdd\u9669\u8303\u56f4\u5185\u3002 22\u8d22\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002\u7b2c\u4e09\u5b63\u5ea6\u8425\u6536\u540c\u6bd4\u589e\u957f9.6%\uff0c\u8fbe\u52301,449\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u5f52\u5c5e\u4e8e\u666e\u901a\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e3a21.6\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u540c\u6bd4\u589e\u957f2.1%\u3002 \u5e02\u573a\u5bf922\/23\u8d22\u5e74\u6bcf\u80a1\u6536\u76ca\u589e\u957f\u7684\u6700\u65b0\u5171\u8bc6\u5206\u522b\u4e3a\u540c\u6bd4-2.5%\/10.0%\uff0c\u53736.5\u500d\/5.9\u500d\u7684\u9884\u671f\u5e02\u76c8\u7387\u3002\u5f53\u524d\u5e02\u76c8\u7387\u4e3a6.9\u500d\u300223\/24\u8d22\u5e74\u9884\u671f\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a4.6%\/4.8%\u3002\u5f6d\u535a(Bloomberg)\u4e00\u81f4\u8ba4\u4e3a12\u4e2a\u6708\u5e73\u5747\u76ee\u6807\u4ef7\u4e3a21.90\u6e2f\u5143\u3002 (Source: Bloomberg) \u963f\u91cc\u5df4\u5df4 (9988 HK)\uff1a\u5927\u8c61\u8df3\u821e \u91cd\u7533\u4e70\u5165\u4ef7\uff1a101\uff0c\u76ee\u6807\u4ef7\uff1a120\uff0c\u6b62\u635f\u4ef7\uff1a91.50 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MRNA\u75ab\u82d7\u6279\u51c6\u3002\u56fd\u836f\u63a7\u80a1\u65d7\u4e0b\u4e2d\u56fd\u751f\u7269\u79d1\u6280\u96c6\u56e2\u6709\u9650\u516c\u53f8\u5ba3\u5e03\uff0c\u5df2\u8bbe\u8ba1\u51fa\u4e00\u79cd\u9488\u5bf9\u65b0\u51a0\u75c5\u6bd2\u5965\u5bc6\u514b\u620e\u53d8\u4f53\u7684mRNA\u5019\u9009\u75ab\u82d7\u3002\u5b83\u5df2\u83b7\u5f97\u56fd\u5bb6\u836f\u54c1\u76d1\u7763\u7ba1\u7406\u5c40\u7684\u76d1\u7ba1\u6279\u51c6\uff0c\u53ef\u4ee5\u5f00\u59cb\u4e34\u5e8a\u8bd5\u9a8c\u3002\u8fd9\u5bb6\u603b\u90e8\u4f4d\u4e8e\u4e0a\u6d77\u7684\u751f\u7269\u6280\u672f\u90e8\u95e8\u62e5\u6709\u4e00\u4e2a\u7814\u53d1\u5e73\u53f0\u548c\u4e00\u4e2a\u5e74\u4ea720\u4ebf\u5242\u75ab\u82d7\u7684\u751f\u4ea7\u8bbe\u65bd\u3002\u8fd9\u79cd\u75ab\u82d7\u662f\u4e2d\u56fd\u6b63\u5728\u7814\u7a76\u7684\u51e0\u79cdmRNA\u5019\u9009\u75ab\u82d7\u4e4b\u4e00\uff0c\u4f46\u8fd8\u6ca1\u6709\u4e00\u79cd\u88ab\u6279\u51c6\u4f7f\u7528\u3002 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