{"id":28387,"date":"2023-06-12T07:59:00","date_gmt":"2023-06-11T23:59:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=28387"},"modified":"2023-06-12T09:12:17","modified_gmt":"2023-06-12T01:12:17","slug":"kgi-daily-trading-ideas-12-jun-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-12-jun-2023-zh\/","title":{"rendered":"2023\u5e7406\u670812\u65e5: \u4e2d\u56fd\u822a\u6cb9 (CAO SP), \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK), Livent Corporation (LTHM 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-28387-_f5l6edinrikj\"><\/a><strong>\u4e2d\u56fd\u822a\u6cb9 (CAO SP)\uff1a\u5373\u5c06\u5230\u6765\u7684\u6691\u5047\uff0c\u822a\u7a7a\u71c3\u6cb9\u9700\u6c42\u5c06\u6fc0\u589e<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.96\uff0c\u76ee\u6807\u4ef7\uff1a1.06\uff0c\u6b62\u635f\u4ef7\uff1a0.91<\/strong><\/li><li>\u4e2d\u56fd\u822a\u6cb9\u65b0\u52a0\u5761\u6709\u9650\u516c\u53f8\u5411\u98de\u5f80\u4e2d\u56fd\u673a\u573a\u7684\u56fd\u5185\u5916\u822a\u7a7a\u516c\u53f8\u4f9b\u5e94\u822a\u7a7a\u71c3\u6cb9\u3002\u8be5\u516c\u53f8\u8fd8\u4ea4\u6613\u5176\u4ed6\u77f3\u6cb9\u4ea7\u54c1\uff0c\u5982\u71c3\u6599\u6cb9\u3001\u5929\u7136\u6c14\u3001\u539f\u6cb9\u548c\u77f3\u5316\u4ea7\u54c1\uff0c\u5305\u62ec\u5b9e\u7269\u548c\u7eb8\u9762\u6389\u671f\u4ee5\u53ca\u671f\u8d27\u4ea4\u6613\u3002<\/li><li><strong>\u9884\u8ba1\u5373\u5c06\u5230\u6765\u7684\u590f\u5b63\u65c5\u6e38\u9700\u6c42\u5c06\u6fc0\u589e\u3002<\/strong>\u6691\u5047\u901a\u5e38\u662f\u65c5\u6e38\u65fa\u5b63\uff0c\u56e0\u4e3a\u521a\u4ece\u5c0f\u5b66\u3001\u4e2d\u5b66\u3001\u9ad8\u4e2d\u548c\u5927\u5b66\u6bd5\u4e1a\u7684\u5b66\u751f\u4eec\u5728\u4e5d\u6708\u4efd\u8fdb\u5165\u65b0\u5b66\u6821\u4e4b\u524d\uff0c\u4f1a\u548c\u670b\u53cb\u548c\u5bb6\u4eba\u4e00\u8d77\u65c5\u884c\u3002\u5373\u5c06\u5230\u6765\u7684\u590f\u5b63\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u957f\u5047\uff0c\u9884\u8ba1\u65c5\u6e38\u4e1a\u5c06\u6ee1\u8db3\u5e94\u5c4a\u6bd5\u4e1a\u751f\u53ca\u5176\u5bb6\u4eba\u88ab\u538b\u6291\u7684\u9700\u6c42\u3002\u7531\u4e8e\u88ab\u538b\u6291\u7684\u9700\u6c42\uff0c\u6d77\u5916\u65c5\u6e38\u6709\u671b\u8fdb\u4e00\u6b65\u590d\u82cf\u3002<\/li><li><strong>\u4e0a\u6d77\u6d66\u4e1c\u56fd\u9645\u673a\u573a\u7684\u98de\u673a\u8d77\u964d\u590d\u82cf\u3002<\/strong>\u6839\u636e\u6700\u65b0\u7684\u516c\u544a\uff0c4\u6708\u4efd\u6d66\u4e1c\u56fd\u9645\u673a\u573a\u7684\u98de\u673a\u8d77\u964d\u91cf\u540c\u6bd4\u589e\u957f726%\uff0c\u8fbe\u523029,074\u67b6\u6b21\u30024\u6708\u4efd\u65c5\u5ba2\u541e\u5410\u91cf\u8fbe352\u4e07\u4eba\u6b21\uff0c\u8f83\u53bb\u5e74\u540c\u671f\u4e0a\u53478155.9%\u3002\u56db\u6708\u4efd\u7684\u8d27\u8fd0\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u4e0a\u5347145.8%\u81f327.43\u4e07\u5428\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6d66\u4e1c\u56fd\u9645\u673a\u573a\u822a\u73ed\u71c3\u6cb9\u9700\u6c42<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><img decoding=\"async\" width=\"898\" height=\"530\" class=\"wp-image-28502\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-186.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-186.png 898w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-186-300x177.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-186-768x453.png 768w\" sizes=\"(max-width: 898px) 100vw, 898px\" \/><\/strong> (Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>22\u8d22\u5e74\u8425\u6536\u4e0b\u964d6.65%\u81f3164.6\u4ebf\u7f8e\u5143\u3002\u6bdb\u5229\u540c\u6bd4\u4e0a\u534715.29%\u81f33,539\u4e07\u7f8e\u5143\u3002\u603b\u4f9b\u5e94\u91cf\u548c\u4ea4\u6613\u91cf\u540c\u6bd4\u4e0b\u964d40.60%\u81f32,026\u4e07\u5428\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d17.75%\u81f33,319\u4e07\u7f8e\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-189.png\" alt=\"\" class=\"wp-image-28504\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-189.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-189-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-190.png\" alt=\"\" class=\"wp-image-28507\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-190.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-190-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-190-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-190-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<h5 class=\"has-text-align-center wp-block-heading\"><a id=\"post-28387-_f0solr2qpab\"><\/a>(Source: Bloomberg)<\/h5>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_3ci4b87xxgnk\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-28508\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-193.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-193.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-193-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/> <\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_7l8preso5cex\"><\/a><strong>\u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u6691\u5047\u5e26\u52a8\u8fdb\u4e00\u6b65\u590d\u82cf<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.360\uff0c\u76ee\u6807\u4ef7\uff1a0.400\uff0c\u6b62\u635f\u4ef7\uff1a0.340<\/strong><\/li><li>\u60a6\u6995\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u62e5\u6709\u548c\u7ba1\u7406\u9152\u5e97\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u9152\u5e97\uff0c\u5ea6\u5047\u6751\uff0c\u6c34\u7597\u4e2d\u5fc3\uff0c\u753b\u5eca\uff0c\u9ad8\u5c14\u592b\u7403\u573a\u548c\u4f4f\u5b85\uff0c\u4ee5\u53ca\u63d0\u4f9b\u6295\u8d44\uff0c\u8bbe\u8ba1\uff0c\u65bd\u5de5\u548c\u9879\u76ee\u7ba1\u7406\u670d\u52a1\u3002\u60a6\u6995\u63a7\u80a1\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002<\/li><li><strong>\u6691\u5047\u6765\u4e34\u3002<\/strong>\u968f\u7740\u590f\u5b63\u7684\u4e34\u8fd1\uff0c\u4e1c\u5357\u4e9a\u548c\u65e5\u672c\u7b49\u4e9a\u6d32\u5176\u4ed6\u5730\u533a\u7684\u70ed\u95e8\u65c5\u6e38\u76ee\u7684\u5730\u9884\u8ba1\u5c06\u8fce\u6765\u6e38\u5ba2\u6fc0\u589e\u3002\u8fd9\u4e3a\u50cf\u516c\u53f8\u8fd9\u6837\u7684\u56fd\u9645\u65c5\u6e38\u4f01\u4e1a\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5438\u5f15\u5bfb\u6c42\u9ad8\u8d28\u91cf\u4f53\u9a8c\u7684\u6e38\u5ba2\u7684\u673a\u4f1a\u3002\u901a\u8fc7\u7a81\u51fa\u5176\u589e\u5f3a\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u6c34\u5e73\uff0c\u516c\u53f8\u53ef\u4ee5\u5c06\u81ea\u5df1\u5b9a\u4f4d\u4e3a\u5bfb\u6c42\u72ec\u7279\u548c\u91cf\u8eab\u5b9a\u5236\u7684\u4f4f\u5bbf\u9009\u62e9\u7684\u65c5\u884c\u8005\u7684\u9996\u9009\u3002\u51ed\u501f\u5728\u4e1c\u5357\u4e9a\uff0c\u7279\u522b\u662f\u6cf0\u56fd\u7684\u5f3a\u5927\u5f71\u54cd\u529b\uff0c\u516c\u53f8\u5904\u4e8e\u6709\u5229\u5730\u4f4d\uff0c\u53ef\u4ee5\u5145\u5206\u5229\u7528\u5bf9\u8be5\u5730\u533a\u65e5\u76ca\u589e\u957f\u7684\u5174\u8da3\uff0c\u6ee1\u8db3\u6311\u5254\u6e38\u5ba2\u7684\u9700\u6c42\u3002<\/li><li><strong>\u5438\u5f15\u4e2d\u56fd\u6e38\u5ba2\u3002<\/strong>\u81ea\u91cd\u65b0\u5f00\u653e\u8fb9\u5883\u4ee5\u6765\uff0c\u6cf0\u56fd\u65c5\u6e38\u4e1a\u7ecf\u5386\u4e86\u4e2d\u56fd\u6e38\u5ba2\u6570\u91cf\u7684\u663e\u8457\u590d\u82cf\u3002\u4eca\u5e74\u524d5\u4e2a\u6708\uff0c\u8be5\u56fd\u63a5\u5f85\u4e86100\u4e07\u4e2d\u56fd\u6e38\u5ba2\uff0c\u4e0e\u53bb\u5e74\u76f8\u6bd4\u663e\u7740\u589e\u52a0\u3002\u6cf0\u56fd\u653f\u5e9c\u8bbe\u5b9a\u4e862023\u5e74\u5438\u5f15500\u4e07\u4e2d\u56fd\u6e38\u5ba2\u7684\u76ee\u6807\uff0c\u9884\u8ba1\u6e38\u5ba2\u652f\u51fa\u4e3a4460\u4ebf\u6cf0\u94e2(131.8\u4ebf\u7f8e\u5143)\u3002\u8fd9\u79cd\u590d\u82cf\u51f8\u663e\u4e86\u4e2d\u56fd\u5e02\u573a\u7684\u91cd\u8981\u6027\u53ca\u5176\u5bf9\u6cf0\u56fd\u6574\u4f53\u65c5\u6e38\u4e1a\u7684\u8d21\u732e\u3002\u968f\u7740\u4e2d\u56fd\u590f\u5b63\u5ea6\u5047\u65fa\u5b63\u7684\u4e34\u8fd1\uff0c\u52a0\u4e0a\u5927\u90e8\u5206\u9152\u5e97\u4f4d\u4e8e\u4e1c\u5357\u4e9a\uff0c\u5c24\u5176\u662f\u6cf0\u56fd\u7b49\u70ed\u95e8\u76ee\u7684\u5730\uff0c\u8be5\u516c\u53f8\u5728\u5438\u5f15\u5bfb\u6c42\u6d77\u5916\u65c5\u6e38\u7684\u4e2d\u56fd\u6e38\u5ba2\u65b9\u9762\u5904\u4e8e\u6709\u5229\u5730\u4f4d\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4e2d\u56fd\u51fa\u5883\u6e38\u589e\u957f\u2014\u2014\u6cf0\u56fd<\/strong> <img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"762\" class=\"wp-image-28511\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-195.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-195.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-195-300x186.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-195-1024x634.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-195-768x476.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>22\u8d22\u5e74\u7684\u8425\u6536\u589e\u957f23%\uff0c\u4ece\u4e0a\u5e74\u540c\u671f\u76842.212\u4ebf\u65b0\u5143\u589e\u81f32.713\u4ebf\u65b0\u5143\u30022022\u5e74\u6062\u590d\u76c8\u5229\uff0c\u4ece\u4e0a\u4e00\u5e74\u7684\u7a0e\u540e\u4e8f\u635f\u548c\u5c11\u6570\u80a1\u6743\u4e8f\u635f5520\u4e07\u65b0\u5143\u589e\u81f3\u76c8\u522980\u4e07\u65b0\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-196.png\" alt=\"\" class=\"wp-image-28512\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-196.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-196-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684<\/strong><a href=\"https:\/\/www.kgieworld.sg\/futures\/resources\/ck\/files\/docs\/securities\/BTH_COMPANY%20UPDATE.pdf\"><strong>\u5b8c\u6574\u62a5\u544a<\/strong><\/a><strong>\u3002<\/strong><\/li><\/ul>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" class=\"wp-image-28515\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-198.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-198.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-198-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-198-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-198-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/> <br>(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_jq25f5ud8fpv\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-28517\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-200.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-200.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-200-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-28387-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-28518\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-202.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-202.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-202-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_rifxsdesk3jg\"><\/a><a id=\"post-28387-_14kcxesjc4s4\"><\/a><strong>\u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK)\uff1a<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.45\uff0c\u76ee\u6807\u4ef7\uff1a4.95\uff0c\u6b62\u635f\u4ef7\uff1a4.20<\/strong><\/li><li>\u4e2d\u56fd\u5357\u65b9\u822a\u7a7a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u4e3b\u8981\u4ece\u4e8b\u6c11\u822a\u4e1a\u52a1\uff0c\u5305\u62ec\u822a\u7a7a\u5ba2\u3001\u8d27\u7269\u548c\u90ae\u4ef6\u8fd0\u8f93\u670d\u52a1\u548c\u5176\u4ed6\u8fd0\u8f93\u62d3\u5c55\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u7684\u5305\u62ec\u4e24\u4e2a\u4e1a\u52a1\u90e8\u95e8\uff1a\u822a\u7a7a\u8fd0\u8f93\u90e8\u95e8\u548c\u5176\u4ed6\u90e8\u95e8\u3002\u822a\u7a7a\u8fd0\u8f93\u4e1a\u52a1\u90e8\u95e8\u5305\u62ec\u822a\u7a7a\u5ba2\u3001\u8d27\u7269\u548c\u90ae\u4ef6\u7684\u8fd0\u8f93\u670d\u52a1\u3002\u5176\u4ed6\u90e8\u95e8\u4e3b\u8981\u5305\u62ec\u9152\u5e97\u4e0e\u65c5\u6e38\u8fd0\u8425\u3001\u5730\u9762\u670d\u52a1\u3001\u8d27\u7269\u88c5\u5378\u6cb3\u5176\u4ed6\u6742\u9879\u670d\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u63d0\u4f9b\u901a\u7528\u822a\u7a7a\u670d\u52a1\u548c\u98de\u673a\u7ef4\u4fee\u670d\u52a1\u3002\u8be5\u516c\u53f8\u662f\u56fd\u5185\u3001\u5916\u822a\u7a7a\u516c\u53f8\u7684\u4ee3\u7406\uff0c\u5e76\u4ee3\u7406\u5176\u4ed6\u822a\u7a7a\u548c\u76f8\u5173\u4e1a\u52a1\uff0c\u5982\u4eba\u8eab\u610f\u5916\u4fdd\u9669\u4e0e\u4ee3\u7406\u4e1a\u52a1\u3002<\/li><li><strong>\u66f4\u591a\u56fd\u9645\u822a\u73ed\u3002<\/strong>\u4e2d\u56fd\u5357\u65b9\u822a\u7a7a\u516c\u53f8\u6700\u8fd1\u5f00\u901a\u4e86\u4e00\u6761\u8fde\u63a5\u5317\u4eac\u548c\u4f26\u6566\u7684\u65b0\u822a\u7ebf\u3002\u8fd9\u662f\u4e2d\u56fd\u822a\u7a7a\u516c\u53f8\u5728\u75ab\u60c5\u540e\u4e0d\u65ad\u6269\u5927\u6d77\u5916\u822a\u7ebf\u7684\u4e00\u90e8\u5206\u3002\u8be5\u822a\u7ebf\u6bcf\u5468\u8fd0\u84257\u73ed\uff0c\u4ece\u5317\u4eac\u5927\u5174\u56fd\u9645\u673a\u573a\u51fa\u53d1\uff0c\u62b5\u8fbe\u4f26\u6566\u5e0c\u601d\u7f57\u673a\u573a\u3002\u8fd9\u662f\u4e2d\u56fd\u822a\u7a7a\u516c\u53f8\u5728\u8fd9\u4e24\u4e2a\u673a\u573a\u4e4b\u95f4\u5f00\u901a\u7684\u7b2c\u4e00\u6761\u76f4\u822a\u822a\u7ebf\uff0c\u98de\u884c\u65f6\u95f4\u7ea6\u4e3a10\u5c0f\u65f6\u3002\u8fd9\u8868\u660e\uff0c\u5728\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u548c\u75ab\u60c5\u540e\u9650\u5236\u9010\u6b65\u653e\u677e\u7684\u63a8\u52a8\u4e0b\uff0c\u5168\u7403\u56fd\u9645\u65c5\u6e38\u9700\u6c42\u4e0d\u65ad\u589e\u957f\u3002<\/li><li><strong>\u65c5\u6e38\u65fa\u5b63\u3002<\/strong>\u968f\u7740\u590f\u5b63\u7684\u4e34\u8fd1\uff0c\u4e1c\u5357\u4e9a\u548c\u4e9a\u6d32\u5176\u4ed6\u5730\u533a(\u5982\u65e5\u672c)\u7684\u8bb8\u591a\u70ed\u95e8\u76ee\u7684\u5730\u9884\u8ba1\u6e38\u5ba2\u4eba\u6570\u5c06\u6fc0\u589e\u3002\u968f\u7740\u4e2d\u56fd\u7ecf\u6d4e\u7684\u91cd\u65b0\u5f00\u653e\u548c\u6d88\u8d39\u8005\u88ab\u538b\u6291\u7684\u65c5\u6e38\u9700\u6c42\u7684\u91ca\u653e\uff0c\u4e2d\u56fd\u51fa\u5883\u65c5\u6e38\u9884\u8ba2\u91cf\u6fc0\u589e\uff0c\u5bfc\u81f4\u56fd\u9645\u822a\u73ed\u9700\u6c42\u589e\u52a0\u3002<\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u516c\u53f8\u8425\u6536\u589e\u957f\u81f3\u4eba\u6c11\u5e013,406\u4e07\u5143\uff0c\u540c\u6bd4\u589e\u957f58.61%\uff0c\uff0c\u800c2022\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e012,147\u4e07\u5143\u3002\u51c0\u4e8f\u635f\u4e3a19\u4ebf\u5143\uff0c\u540c\u6bd4\u6269\u592757.8%\u3002\u57fa\u672c\u6bcf\u80a1\u4e8f\u635f\u4ece\u4e0a\u5e74\u540c\u671f\u76840.27\u5143\u4e0b\u964d\u81f30.1\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-205.png\" alt=\"\" class=\"wp-image-28521\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-205.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-205-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-206.png\" alt=\"\" class=\"wp-image-28523\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-206.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-206-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-206-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-206-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_pxc2fm1xtn57\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-28525\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-209.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-209.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-209-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_hzathpoeb8mc\"><\/a><a id=\"post-28387-_v3dwkc397x\"><\/a><strong>\u519c\u4e1a\u94f6\u884c (1288 HK)\uff1a\u5b58\u6b3e\u5229\u7387\u4e0b\u964d<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.10\uff0c\u76ee\u6807\u4ef7\uff1a3.35\uff0c\u6b62\u635f\u4ef7\uff1a2.98<\/strong><\/li><li>\u4e2d\u56fd\u519c\u4e1a\u94f6\u884c\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e2d\u56fd\u7684\u5546\u4e1a\u94f6\u884c\u3002\u8be5\u94f6\u884c\u4e3b\u8981\u901a\u8fc7\u56db\u5927\u7c7b\u4e1a\u52a1\u8fd0\u8425\u3002\u516c\u53f8\u91d1\u878d\u4e1a\u52a1\u5305\u62ec\u5b58\u8d37\u6b3e\u4e1a\u52a1\u3001\u5c0f\u5fae\u4f01\u4e1a\u91d1\u878d\u4e1a\u52a1\u3001\u7ed3\u7b97\u53ca\u73b0\u91d1\u7ba1\u7406\u3001\u8d38\u6613\u878d\u8d44\u4ee5\u53ca\u6295\u8d44\u94f6\u884c\u4e1a\u52a1\u3002\u4e2a\u4eba\u91d1\u878d\u4e1a\u52a1\u5305\u62ec\u4e2a\u4eba\u5b58\u8d37\u6b3e\u3001\u94f6\u884c\u5361\u4e1a\u52a1\u53ca\u79c1\u4eba\u94f6\u884c\u4e1a\u52a1\u3002\u8d44\u91d1\u4e1a\u52a1\u5305\u62ec\u8d27\u5e01\u5e02\u573a\u4e1a\u52a1\u53ca\u6295\u8d44\u7ec4\u5408\u7ba1\u7406\u3002\u8d44\u4ea7\u7ba1\u7406\u4e1a\u52a1\u5305\u62ec\u7406\u8d22\u4e1a\u52a1\u3001\u8d44\u4ea7\u6258\u7ba1\u4e1a\u52a1\u3001\u517b\u8001\u91d1\u4e1a\u52a1\u4ee5\u53ca\u8d35\u91d1\u5c5e\u4e1a\u52a1\u7b49\u3002<\/li><li><strong>\u964d\u4f4e\u5b58\u6b3e\u5229\u7387\u3002<\/strong>\u964d\u4f4e\u5b58\u6b3e\u5229\u7387\u3002\u4e3a\u4e86\u5728\u6d88\u8d39\u4f4e\u8ff7\u7684\u73af\u5883\u4e0b\u523a\u6fc0\u7ecf\u6d4e\u589e\u957f\uff0c\u4e2d\u56fd\u516d\u5927\u56fd\u6709\u5546\u4e1a\u94f6\u884c\u6700\u8fd1\u4e0b\u8c03\u4e86\u5b58\u6b3e\u5229\u7387\u3002\u6d3b\u671f\u5b58\u6b3e\u5229\u7387\u4e0b\u8c035\u4e2a\u57fa\u70b9\u81f30.2%\uff0c2\u5e74\u671f\u30013\u5e74\u671f\u548c5\u5e74\u671f\u5b9a\u671f\u5b58\u6b3e\u5229\u7387\u5206\u522b\u4e0b\u8c0310\u4e2a\u57fa\u70b9\u300115\u4e2a\u57fa\u70b9\u548c15\u4e2a\u57fa\u70b9\u81f32.05%\u30012.45%\u548c2.50%\u3002\u6b64\u4e3e\u4e0d\u4ec5\u65e8\u5728\u63d0\u9ad8\u94f6\u884c\u7684\u76c8\u5229\u80fd\u529b\uff0c\u4e5f\u4e3a\u4e2d\u56fd\u4eba\u6c11\u94f6\u884c\u964d\u4f4e\u5176\u4ed6\u5229\u7387\u94fa\u5e73\u4e86\u9053\u8def\u3002\u56e0\u6b64\uff0c\u4e2d\u56fd\u7684\u94f6\u884c\u53ef\u4ee5\u7a33\u5b9a\u5176\u51c0\u606f\u5dee\u5e76\u7ef4\u6301\u5176\u8d37\u6b3e\u80fd\u529b\uff0c\u4ece\u800c\u4e3a\u7ecf\u6d4e\u63d0\u4f9b\u5173\u952e\u652f\u6301\u3002<\/li><li><strong>\u9f13\u52b1\u6d88\u8d39\u4ee5\u523a\u6fc0\u589e\u957f\u3002<\/strong>\u964d\u4f4e\u5229\u7387\u4e3a\u4f01\u4e1a\u5bfb\u6c42\u8d37\u6b3e\u63d0\u4f9b\u4e86\u66f4\u5f3a\u7684\u52a8\u529b\uff0c\u800c\u5b58\u6b3e\u5229\u7387\u7684\u4e0b\u964d\u5219\u63d0\u9ad8\u4e86\u4e2a\u4eba\u5c06\u5b58\u6b3e\u5b58\u5728\u94f6\u884c\u7684\u6210\u672c\u3002\u56e0\u6b64\uff0c\u8fd9\u79cd\u52a8\u6001\u63a8\u52a8\u4e86\u66f4\u9ad8\u6c34\u5e73\u7684\u652f\u51fa\uff0c\u4ece\u800c\u523a\u6fc0\u4e86\u7ecf\u6d4e\u589e\u957f\u3002\u8fd9\u79cd\u95f4\u63a5\u7684\u79ef\u6781\u5f71\u54cd\u901a\u8fc7\u521b\u9020\u66f4\u591a\u7684\u8d37\u6b3e\u673a\u4f1a\u548c\u6269\u5927\u5ba2\u6237\u57fa\u7840\u4f7f\u94f6\u884c\u53d7\u76ca\u3002\u6b64\u5916\uff0c\u4e2d\u56fd\u56fd\u5185\u6d88\u8d39\u7684\u6574\u4f53\u589e\u957f\u4f7f\u4e2d\u56fd\u7ecf\u6d4e\u6709\u4e86\u8fdb\u4e00\u6b65\u7684\u590d\u82cf\uff0c\u7279\u522b\u662f\u57282023\u5e74\u4e0a\u534a\u5e74\u8868\u73b0\u4f4e\u8ff7\u4e4b\u540e\u3002<\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002<\/strong>\u8be5\u516c\u53f8\u51c0\u5229\u6da6\u589e\u957f\u81f3715.5\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u540c\u6bd4\u589e\u957f1.75%\uff09\uff0c\u800c22\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a707.5\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4fdd\u6301\u4e0d\u53d8\uff0c\u4e3a0.20\u5143\u4eba\u6c11\u5e01\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\u9884\u671f23\/24\u8d22\u5e74\u80a1\u606f\u6536\u76ca\u7387\u5206\u522b\u4e3a8.0%\/8.6%\u3002<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-210.png\" alt=\"\" class=\"wp-image-28527\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-210.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-210-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-212.png\" alt=\"\" class=\"wp-image-28528\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-212.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-212-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-212-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-212-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/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\/06\/word-image-215.png\" alt=\"\" class=\"wp-image-28530\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-215.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-215-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-28387-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" class=\"wp-image-28532\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-216.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-216.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-216-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-216-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_jfobo2m1urtt\"><\/a><strong>Livent Corporation (LTHM US)\uff1a\u9700\u6c42\u91cf\u5927<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a26\uff0c\u76ee\u6807\u4ef7\uff1a30\uff0c\u6b62\u635f\u4ef7\uff1a24<\/strong><\/li><li>Livent\u516c\u53f8\u751f\u4ea7\u548c\u9500\u552e\u9502\u5316\u5408\u7269\u3002\u8be5\u516c\u53f8\u4e3a\u7535\u6c60\u3001\u519c\u7528\u5316\u5b66\u54c1\u3001\u822a\u7a7a\u822a\u5929\u5408\u91d1\u3001\u6da6\u6ed1\u8102\u3001\u5236\u836f\u3001\u805a\u5408\u7269\u548c\u5404\u79cd\u5de5\u4e1a\u5e94\u7528\u63d0\u4f9b\u9502\u4ea7\u54c1\u3002Livent\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<\/li><li><strong>\u7f8e\u56fd\u7535\u52a8\u6c7d\u8f66\u7684\u8054\u90a6\u7a0e\u6536\u62b5\u514d\u3002<\/strong>\u6839\u636e\u7f8e\u56fd\u8d22\u653f\u90e8\u5236\u5b9a\u7684\u7535\u6c60\u91c7\u8d2d\u65b0\u6807\u51c6\uff0c\u7279\u65af\u62c9\u7684Model 3\u8f7f\u8f66\u6709\u8d44\u683c\u83b7\u5f97\u7f8e\u56fd\u5168\u989d\u7a0e\u6536\u62b5\u514d\u3002\u8fd9\u662f\u62dc\u767b\u653f\u5e9c\u63a8\u52a8\u7535\u52a8\u6c7d\u8f66\u666e\u53ca\u8ba1\u5212\u7684\u4e00\u90e8\u5206\u3002\u66f4\u65b0\u540e\u7684\u8d44\u683c\u73b0\u5728\u5305\u62ec22\u6b3e\u7535\u52a8\u6c7d\u8f66\u8f66\u578b\uff0c\u5305\u62ec\u901a\u7528\u6c7d\u8f66(General Motors)\u3001\u798f\u7279(Ford)\u3001\u5927\u4f17(Volkswagen)\u7b49\u516c\u53f8\u7684\u4ea7\u54c1\u3002\u56e0\u6b64\uff0c\u5bf9\u7279\u65af\u62c9\u548c\u5176\u4ed6\u5236\u9020\u5546\u7684\u7a0e\u6536\u62b5\u514d\u7684\u6269\u5927\u9884\u8ba1\u5c06\u5bf9\u9502\u548c\u7535\u52a8\u6c7d\u8f66\u7535\u6c60\u751f\u4ea7\u4e2d\u4f7f\u7528\u7684\u5176\u4ed6\u6750\u6599\u7684\u9700\u6c42\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\u3002<\/li><li><strong>\u66f4\u5bb9\u6613\u63a5\u5165\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u6869\u3002<\/strong>\u901a\u7528\u6c7d\u8f66\u5ba3\u5e03\u4e0e\u7279\u65af\u62c9\u5efa\u7acb\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u4ee5\u4fbf\u66f4\u5bb9\u6613\u5730\u63a5\u5165\u8fd9\u5bb6\u7535\u52a8\u6c7d\u8f66\u9886\u5bfc\u8005\u7684\u5145\u7535\u7f51\u7edc\u548c\u6280\u672f\u3002\u901a\u8fc7\u8fd9\u7b14\u4ea4\u6613\uff0c\u4ece2023\u5e74\u5f00\u59cb\uff0c\u901a\u7528\u6c7d\u8f66\u5c06\u80fd\u591f\u4f7f\u7528\u7279\u65af\u62c9\u7684\u5feb\u901f\u5145\u7535\u5668\u548c\u901a\u7528\u6c7d\u8f66\u7684\u7535\u52a8\u6c7d\u8f66\u5145\u7535\u5e94\u7528\u7a0b\u5e8f\u3002\u6b64\u5916\uff0c\u4ece2025\u5e74\u8d77\uff0c\u901a\u7528\u6c7d\u8f66\u7684\u7535\u52a8\u6c7d\u8f66\u5c06\u91c7\u7528\u7279\u65af\u62c9\u7684\u5317\u7f8e\u5145\u7535\u6807\u51c6(NACS)\uff0c\u800c\u4e0d\u662f\u76ee\u524d\u7684\u884c\u4e1a\u6807\u51c6CCS\u3002\u8fd9\u6b21\u5408\u4f5c\u5bf9\u7279\u65af\u62c9\u53ca\u5176\u5145\u7535\u6280\u672f\u6765\u8bf4\u662f\u4e00\u6b21\u91cd\u5927\u80dc\u5229\uff0c\u7ed9\u5176\u4ed6\u6c7d\u8f66\u5236\u9020\u5546\u548c\u7f8e\u56fd\u653f\u5e9c\u65bd\u52a0\u4e86\u538b\u529b\uff0c\u8feb\u4f7f\u4ed6\u4eec\u8003\u8651\u91c7\u7528\u7279\u65af\u62c9\u7684\u65b9\u6cd5\u3002\u8be5\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u9884\u8ba1\u5c06\u4f7f\u901a\u7528\u6c7d\u8f66\u548c\u798f\u7279\u5ba2\u6237\u7684\u5feb\u901f\u5145\u7535\u5668\u7684\u53ef\u7528\u6027\u589e\u52a0\u4e00\u500d\uff0c\u4ece\u800c\u589e\u52a0\u5bf9\u7535\u52a8\u6c7d\u8f66\u7684\u9700\u6c42\uff0c\u4ece\u800c\u63a8\u9ad8\u5bf9\u9502\u7684\u9700\u6c42\u3002\u7279\u65af\u62c9\u5e7f\u6cdb\u7684\u8d85\u7ea7\u5145\u7535\u7ad9\u7f51\u7edc\u5728\u5168\u7403\u62e5\u6709\u7ea645,000\u4e2a\u8fde\u63a5\u5668\uff0c\u5c06\u6709\u52a9\u4e8e\u52a0\u5f3a\u516c\u5171\u5145\u7535\u57fa\u7840\u8bbe\u65bd\uff0c\u89e3\u51b3\u6f5c\u5728\u7535\u52a8\u6c7d\u8f66\u8d2d\u4e70\u8005\u7684\u4e3b\u8981\u95ee\u9898\uff0c\u5e76\u9f13\u52b1\u8fdb\u4e00\u6b65\u91c7\u7528\u7535\u52a8\u6c7d\u8f66\u3002<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9502\u4ef7\u683c\u6307\u6570<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"762\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-219.png\" alt=\"\" class=\"wp-image-28535\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-219.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-219-300x179.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-219-1024x612.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-219-768x459.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u9502\u7535\u6c60\u9700\u6c42\u589e\u52a0\u3002<\/strong>\u968f\u7740\u8d8a\u6765\u8d8a\u591a\u7684\u7535\u52a8\u6c7d\u8f66\u88ab\u8d2d\u4e70\uff0c\u5bf9\u7528\u4e8e\u4e3a\u8fd9\u4e9b\u7535\u52a8\u6c7d\u8f66\u63d0\u4f9b\u52a8\u529b\u7684\u9502\u7535\u6c60\u7684\u9700\u6c42\u4e5f\u8d8a\u6765\u8d8a\u5927\u3002\u7279\u65af\u62c9\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u4e0e4\u6708\u4efd\u76f8\u6bd4\uff0c5\u6708\u4efd\u4e2d\u56fd\u5236\u9020\u7684\u7535\u52a8\u6c7d\u8f66\u4ea4\u4ed8\u91cf\u589e\u957f\u4e862.4%\uff0c\u800c\u9500\u91cf\u540c\u6bd4\u589e\u957f\u4e86142%\u3002\u4e2d\u56fd\u6c7d\u8f66\u5236\u9020\u5546\u6bd4\u4e9a\u8fea\u80a1\u4efd\u6709\u9650\u516c\u53f85\u6708\u4efd\u7684\u7535\u52a8\u6c7d\u8f66\u548c\u6df7\u5408\u52a8\u529b\u6c7d\u8f66\u9500\u91cf\u4e5f\u589e\u957f\u4e8614%\u3002\u9500\u91cf\u6fc0\u589e\u53cd\u6620\u51fa\uff0c\u5728\u523a\u6fc0\u6c7d\u8f66\u6d88\u8d39\u7684\u6709\u5229\u653f\u7b56\u7684\u652f\u6301\u4e0b\uff0c\u4e2d\u56fd\u6d88\u8d39\u8005\u652f\u51fa\u548c\u5236\u9020\u4e1a\u6d3b\u52a8\u51fa\u73b0\u590d\u82cf\u3002\u65b0\u80fd\u6e90\u6c7d\u8f66\u9500\u91cf\u6301\u7eed\u589e\u957f\uff0c\u65b0\u80fd\u6e90\u6c7d\u8f66\u9500\u91cf\u548c\u6c7d\u8f66\u5145\u7535\u8bbe\u5907\u9500\u91cf\u5747\u51fa\u73b0\u663e\u8457\u589e\u957f\u3002\u8fd9\u4e00\u8d8b\u52bf\u51f8\u663e\u4e86\u5bf9\u7535\u52a8\u6c7d\u8f66\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\uff0c\u4ee5\u53ca\u5bf9\u9502\u7535\u6c60\u7684\u76f8\u5e94\u9700\u6c42\u3002<\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f77%\u81f32.535\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2,356\u4e07\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.55\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.15\u7f8e\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-221.png\" alt=\"\" class=\"wp-image-28538\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-221.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-221-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-222.png\" alt=\"\" class=\"wp-image-28539\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-222.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-222-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-222-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-222-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" class=\"wp-image-28540\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-223.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-223.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-223-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-223-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_86mxhdydspb0\"><\/a><strong>\u62fc\u591a\u591a (PDD US)\uff1a618\u201c\u7529\u5356\u201d<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a72\uff0c\u76ee\u6807\u4ef7\uff1a80\uff0c\u6b62\u635f\u4ef7\uff1a68<\/strong><\/li><li>\u62fc\u591a\u591a\u63a7\u80a1\u516c\u53f8\u662f\u4e00\u5bb6\u62e5\u6709\u5e76\u7ecf\u8425\u4e00\u7cfb\u5217\u4e1a\u52a1\u7684\u8de8\u56fd\u5546\u4e1a\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u6570\u5b57\u7ecf\u6d4e\uff0c\u4f7f\u5f53\u5730\u793e\u533a\u548c\u5c0f\u4f01\u4e1a\u80fd\u591f\u4ece\u63d0\u9ad8\u7684\u751f\u4ea7\u529b\u548c\u65b0\u7684\u673a\u4f1a\u4e2d\u53d7\u76ca\u3002\u516c\u53f8\u5df2\u7ecf\u4e3a\u5176\u57fa\u7840\u4e1a\u52a1\u5efa\u7acb\u4e86\u4e00\u4e2a\u91c7\u8d2d\u3001\u7269\u6d41\u548c\u5c65\u884c\u80fd\u529b\u7684\u7f51\u7edc<\/li><li><strong>\u9884\u8ba1618\u7684\u9500\u91cf\u4f1a\u5f88\u9ad8\u3002<\/strong>\u4e2d\u56fd\u6b63\u5728\u8fdb\u884c\u7684618\u5e74\u4e2d\u9500\u552e\u6d3b\u52a8\u9884\u8ba1\u5c06\u4e3a\u56fd\u5185\u7535\u5b50\u5546\u52a1\u5e73\u53f0\u5e26\u6765\u9ad8\u9500\u552e\u989d\u3002\u7ee7\u56fd\u5bb6\u8c03\u6574\u65b0\u51a0\u80ba\u708e\u9632\u63a7\u63aa\u65bd\u540e\uff0c\u8fd9\u4e00\u8d2d\u7269\u8282\u6807\u5fd7\u7740\u6d88\u8d39\u652f\u51fa\u7684\u590d\u82cf\u5e76\u53cd\u6620\u4e86\u6d88\u8d39\u8005\u5bf9\u9ad8\u8d28\u91cf\u4ea7\u54c1\u7684\u9700\u6c42\u4e0d\u65ad\u4e0a\u5347\u3002\u4e2d\u56fd\u6d88\u8d39\u8005\u53d8\u5f97\u66f4\u52a0\u6311\u5254\uff0c\u4ed6\u4eec\u8ffd\u6c42\u7269\u6709\u6240\u503c\uff0c\u4f18\u5148\u8003\u8651\u4ef7\u683c\u5408\u7406\u7684\u8d28\u91cf\u3002\u968f\u7740\u56fd\u5185\u7535\u5546\u5e73\u53f0\u548c\u54c1\u724c\u63d0\u4f9b\u8bf1\u4eba\u7684\u6298\u6263\u548c\u4ee3\u91d1\u5238\uff0c\u5728\u88ab\u538b\u6291\u7684\u9700\u6c42\u548c\u5bf9\u9ad8\u8d28\u91cf\u548c\u65b0\u4e00\u4ee3\u4ea7\u54c1\u7684\u504f\u597d\u7684\u63a8\u52a8\u4e0b\uff0c\u9884\u8ba1\u9500\u552e\u989d\u5c06\u589e\u52a0\u3002\u636e\u62a5\u9053\uff0c\u4e2d\u56fd\u4e3b\u8981\u7535\u5b50\u5546\u52a1\u5e73\u53f0\u5728\u6b64\u6b21\u6d3b\u52a8\u4e2d\u7684\u6210\u529f\u8fdb\u4e00\u6b65\u8bc1\u5b9e\u4e86\u4e2d\u56fd\u6d88\u8d39\u8005\u652f\u51fa\u548c\u5236\u9020\u4e1a\u6d3b\u52a8\u7684\u590d\u82cf\u3002\u516c\u53f8\u5e73\u53f0\u4e13\u6ce8\u4e8e\u5feb\u901f\u6d88\u8d39\u54c1\uff0c\u5176\u72ec\u7279\u7684\u65b9\u5f0f\u662f\u9f13\u52b1\u5ba2\u6237\u52a0\u5165\u8d2d\u4e70\u56e2\u4f53\uff0c\u901a\u8fc7\u6279\u91cf\u8d2d\u4e70\u6765\u6700\u5927\u9650\u5ea6\u5730\u8282\u7701\u6210\u672c<\/li><li><strong>\u5411\u897f\u65b9\u6269\u5f20\u3002<\/strong>\u516c\u53f8\u7684\u7535\u5b50\u5546\u52a1\u5e73\u53f0Temu\u4e8e2022\u5e749\u6708\u8fdb\u5165\u7f8e\u56fd\u5e02\u573a\u3002\u8fd9\u4e2a\u7531\u4e2d\u56fd\u4eba\u62e5\u6709\u7684\u5e02\u573a\u4e3b\u8981\u5c06\u4e2d\u56fd\u5546\u5bb6\u4e0e\u7f8e\u56fd\u3001\u52a0\u62ff\u5927\u3001\u6b27\u6d32\u548c\u6fb3\u5927\u5229\u4e9a\u7684\u5ba2\u6237\u8054\u7cfb\u8d77\u6765\u3002Temu\u7684\u4e0e\u4f17\u4e0d\u540c\u4e4b\u5904\u5728\u4e8e\u5176\u5bf9\u8d85\u4f4e\u4ef7\u683c\u7684\u5173\u6ce8\uff0c\u901a\u8fc7\u51cf\u5c11\u4f9b\u5e94\u94fe\u7684\u4f4e\u6548\u7387\u5e76\u5c06\u8282\u7701\u7684\u6210\u672c\u4f20\u9012\u7ed9\u6d88\u8d39\u8005\u6765\u5b9e\u73b0\u3002\u5b83\u7684\u7f51\u7ad9\u548c\u5e94\u7528\u7a0b\u5e8f\u975e\u5e38\u5f3a\u8c03\u4f18\u60e0\u548c\u6298\u6263\uff0c\u4ea7\u54c1\u7684\u6298\u6263\u5e45\u5ea6\u5f80\u5f80\u9ad8\u8fbe80%\u3002\u8fd9\u79cd\u505a\u6cd5\u5bfc\u81f4\u4e00\u4e9b\u6d88\u8d39\u8005\u5c06Temu\u6bd4\u4f5c\u4e00\u5143\u5e97\u3002\u8be5\u5e73\u53f0\u83b7\u5f97\u4e86\u5de8\u5927\u7684\u5438\u5f15\u529b\uff0c\u5728\u4e0b\u8f7d\u6392\u884c\u699c\u4e0a\u8d85\u8fc7\u4e86\u4e9a\u9a6c\u900a\u3001TikTok\u548cInstagram\u7b49\u6d41\u884c\u5e73\u53f0\uff0c\u8fd9\u8868\u660e\u5b83\u5bf9\u7cbe\u6253\u5c0f\u7b97\u7684\u6d88\u8d39\u8005\u5728\u7f51\u4e0a\u5bfb\u627e\u4ef7\u683c\u5408\u7406\u7684\u5546\u54c1\u5177\u6709\u5438\u5f15\u529b\u3002\u7279\u6728\u7684\u6210\u529f\u5728\u4e8e\u670d\u52a1\u4e8e\u8fd9\u4e00\u7279\u5b9a\u7684\u5ba2\u6237\u7fa4\uff0c\u586b\u8865\u4e86\u6298\u6263\u5e02\u573a\u7684\u7a7a\u767d\u3002<\/li><li><strong>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f58%\uff0c\u81f354.8\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f9.2\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca1.01\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.38\u7f8e\u5143\u3002<\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-224.png\" alt=\"\" class=\"wp-image-28541\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-224.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-224-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_e3j0tggmjil\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" class=\"wp-image-28543\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-225.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-225.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-225-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-225-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-225-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/h3>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">(Source: Bloomberg)<\/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-28387-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-28544\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-226.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-226.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-226-300x64.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\/06\/word-image-227.png\" alt=\"\" class=\"wp-image-28545\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-227.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-227-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-227-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_fginbsn8cd1z\"><\/a><a id=\"post-28387-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1173\" height=\"656\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-228.png\" alt=\"\" class=\"wp-image-28546\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-228.png 1173w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-228-300x168.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-228-1024x573.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-228-768x430.png 768w\" sizes=\"(max-width: 1173px) 100vw, 1173px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td>\n<p><strong>News Feed<\/strong><\/p>\n<\/td><\/tr><tr><td>\n<p>1. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/capital-markets-currencies\/us-stocks-end-tad-higher-tesla-rallies\">US: Stocks end a tad higher as Tesla rallies<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>2. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/energy-commodities\/us-will-buy-3-million-more-barrels-oil-emergency-reserve\">US will buy 3 million more barrels of oil for emergency reserve<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>3. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/fed-seen-ending-15-month-hiking-campaign-says-survey\">Fed seen ending 15-month hiking campaign, says survey<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>4. <a href=\"https:\/\/www.businesstimes.com.sg\/lifestyle\/netflix-sign-ups-jump-us-password-sharing-crackdown-kicks-data\">Netflix sign-ups jump as US password sharing crackdown kicks off: data<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>5. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/tesla-set-us3-billion-boost-ford-gm-charger-deals\">Tesla set for US$3 billion boost from Ford, GM charger deals<\/a><\/p>\n<\/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\/06\/word-image-229.png\" alt=\"\" class=\"wp-image-28547\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-229.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-229-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28387-_qqv3rtx8nazp\"><\/a><a id=\"post-28387-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1172\" height=\"654\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-230.png\" alt=\"\" class=\"wp-image-28548\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-230.png 1172w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-230-300x167.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-230-1024x571.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-230-768x429.png 768w\" sizes=\"(max-width: 1172px) 100vw, 1172px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td>\n<p><strong>News Feed<\/strong><\/p>\n<\/td><\/tr><tr><td>\n<p>1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/global\/chinas-factory-gate-deflation-speeds-may-demand-wanes\">China\u2019s factory gate deflation speeds up in May as demand wanes<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>2. <a href=\"https:\/\/www.reuters.com\/markets\/asia\/china-mutual-fund-sales-dry-up-amid-market-gloom-2023-06-09\/\">China mutual fund sales dry up amid market gloom<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>3. <a href=\"https:\/\/www.reuters.com\/markets\/asia\/hongkong-land-says-open-10-retail-developments-5-yrs-china-2023-06-09\/\">Hongkong Land says to open 10 retail developments in 5 yrs in China<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>4. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/china-mounts-six-month-campaign-get-car-sales-moving\">China mounts six-month campaign to get car sales moving<\/a><\/p>\n<\/td><\/tr><tr><td>\n<p>5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/credit-suisse-puts-china-brokerage-venture-sale-sources\">Credit Suisse puts up China brokerage venture for sale: sources<\/a><\/p>\n<\/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\/06\/word-image-231.png\" alt=\"\" class=\"wp-image-28549\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-231.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-231-300x64.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\/06\/word-image-232.png\" alt=\"\" class=\"wp-image-28550\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-232.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-232-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add Banyan Tree (BTH SP) at S$0.36 and Agricultural Bank of China (1288 HK) at HK$3.10.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"511\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-233.png\" alt=\"\" class=\"wp-image-28551\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-233.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-233-300x163.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-233-768x416.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/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<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\n\n\n<p class=\"wp-block-paragraph\"><\/p>\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 \u4e2d\u56fd\u822a\u6cb9 (CAO SP)\uff1a\u5373\u5c06\u5230\u6765\u7684\u6691\u5047\uff0c\u822a\u7a7a\u71c3\u6cb9\u9700\u6c42\u5c06\u6fc0\u589e \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.96\uff0c\u76ee\u6807\u4ef7\uff1a1.06\uff0c\u6b62\u635f\u4ef7\uff1a0.91 \u4e2d\u56fd\u822a\u6cb9\u65b0\u52a0\u5761\u6709\u9650\u516c\u53f8\u5411\u98de\u5f80\u4e2d\u56fd\u673a\u573a\u7684\u56fd\u5185\u5916\u822a\u7a7a\u516c\u53f8\u4f9b\u5e94\u822a\u7a7a\u71c3\u6cb9\u3002\u8be5\u516c\u53f8\u8fd8\u4ea4\u6613\u5176\u4ed6\u77f3\u6cb9\u4ea7\u54c1\uff0c\u5982\u71c3\u6599\u6cb9\u3001\u5929\u7136\u6c14\u3001\u539f\u6cb9\u548c\u77f3\u5316\u4ea7\u54c1\uff0c\u5305\u62ec\u5b9e\u7269\u548c\u7eb8\u9762\u6389\u671f\u4ee5\u53ca\u671f\u8d27\u4ea4\u6613\u3002 \u9884\u8ba1\u5373\u5c06\u5230\u6765\u7684\u590f\u5b63\u65c5\u6e38\u9700\u6c42\u5c06\u6fc0\u589e\u3002\u6691\u5047\u901a\u5e38\u662f\u65c5\u6e38\u65fa\u5b63\uff0c\u56e0\u4e3a\u521a\u4ece\u5c0f\u5b66\u3001\u4e2d\u5b66\u3001\u9ad8\u4e2d\u548c\u5927\u5b66\u6bd5\u4e1a\u7684\u5b66\u751f\u4eec\u5728\u4e5d\u6708\u4efd\u8fdb\u5165\u65b0\u5b66\u6821\u4e4b\u524d\uff0c\u4f1a\u548c\u670b\u53cb\u548c\u5bb6\u4eba\u4e00\u8d77\u65c5\u884c\u3002\u5373\u5c06\u5230\u6765\u7684\u590f\u5b63\u662f\u4e2d\u56fd\u5168\u9762\u5f00\u653e\u540e\u7684\u7b2c\u4e00\u4e2a\u957f\u5047\uff0c\u9884\u8ba1\u65c5\u6e38\u4e1a\u5c06\u6ee1\u8db3\u5e94\u5c4a\u6bd5\u4e1a\u751f\u53ca\u5176\u5bb6\u4eba\u88ab\u538b\u6291\u7684\u9700\u6c42\u3002\u7531\u4e8e\u88ab\u538b\u6291\u7684\u9700\u6c42\uff0c\u6d77\u5916\u65c5\u6e38\u6709\u671b\u8fdb\u4e00\u6b65\u590d\u82cf\u3002 \u4e0a\u6d77\u6d66\u4e1c\u56fd\u9645\u673a\u573a\u7684\u98de\u673a\u8d77\u964d\u590d\u82cf\u3002\u6839\u636e\u6700\u65b0\u7684\u516c\u544a\uff0c4\u6708\u4efd\u6d66\u4e1c\u56fd\u9645\u673a\u573a\u7684\u98de\u673a\u8d77\u964d\u91cf\u540c\u6bd4\u589e\u957f726%\uff0c\u8fbe\u523029,074\u67b6\u6b21\u30024\u6708\u4efd\u65c5\u5ba2\u541e\u5410\u91cf\u8fbe352\u4e07\u4eba\u6b21\uff0c\u8f83\u53bb\u5e74\u540c\u671f\u4e0a\u53478155.9%\u3002\u56db\u6708\u4efd\u7684\u8d27\u8fd0\u91cf\u8f83\u53bb\u5e74\u540c\u671f\u4e0a\u5347145.8%\u81f327.43\u4e07\u5428\u3002 \u6d66\u4e1c\u56fd\u9645\u673a\u573a\u822a\u73ed\u71c3\u6cb9\u9700\u6c42 (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u300222\u8d22\u5e74\u8425\u6536\u4e0b\u964d6.65%\u81f3164.6\u4ebf\u7f8e\u5143\u3002\u6bdb\u5229\u540c\u6bd4\u4e0a\u534715.29%\u81f33,539\u4e07\u7f8e\u5143\u3002\u603b\u4f9b\u5e94\u91cf\u548c\u4ea4\u6613\u91cf\u540c\u6bd4\u4e0b\u964d40.60%\u81f32,026\u4e07\u5428\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u4e0b\u964d17.75%\u81f33,319\u4e07\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u60a6\u6995\u63a7\u80a1 (BTH SP)\uff1a\u6691\u5047\u5e26\u52a8\u8fdb\u4e00\u6b65\u590d\u82cf \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.360\uff0c\u76ee\u6807\u4ef7\uff1a0.400\uff0c\u6b62\u635f\u4ef7\uff1a0.340 \u60a6\u6995\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u62e5\u6709\u548c\u7ba1\u7406\u9152\u5e97\u96c6\u56e2\u3002\u8be5\u516c\u53f8\u4e13\u6ce8\u4e8e\u9152\u5e97\uff0c\u5ea6\u5047\u6751\uff0c\u6c34\u7597\u4e2d\u5fc3\uff0c\u753b\u5eca\uff0c\u9ad8\u5c14\u592b\u7403\u573a\u548c\u4f4f\u5b85\uff0c\u4ee5\u53ca\u63d0\u4f9b\u6295\u8d44\uff0c\u8bbe\u8ba1\uff0c\u65bd\u5de5\u548c\u9879\u76ee\u7ba1\u7406\u670d\u52a1\u3002\u60a6\u6995\u63a7\u80a1\u670d\u52a1\u4e8e\u5168\u7403\u5ba2\u6237\u3002 \u6691\u5047\u6765\u4e34\u3002\u968f\u7740\u590f\u5b63\u7684\u4e34\u8fd1\uff0c\u4e1c\u5357\u4e9a\u548c\u65e5\u672c\u7b49\u4e9a\u6d32\u5176\u4ed6\u5730\u533a\u7684\u70ed\u95e8\u65c5\u6e38\u76ee\u7684\u5730\u9884\u8ba1\u5c06\u8fce\u6765\u6e38\u5ba2\u6fc0\u589e\u3002\u8fd9\u4e3a\u50cf\u516c\u53f8\u8fd9\u6837\u7684\u56fd\u9645\u65c5\u6e38\u4f01\u4e1a\u63d0\u4f9b\u4e86\u4e00\u4e2a\u5438\u5f15\u5bfb\u6c42\u9ad8\u8d28\u91cf\u4f53\u9a8c\u7684\u6e38\u5ba2\u7684\u673a\u4f1a\u3002\u901a\u8fc7\u7a81\u51fa\u5176\u589e\u5f3a\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u6c34\u5e73\uff0c\u516c\u53f8\u53ef\u4ee5\u5c06\u81ea\u5df1\u5b9a\u4f4d\u4e3a\u5bfb\u6c42\u72ec\u7279\u548c\u91cf\u8eab\u5b9a\u5236\u7684\u4f4f\u5bbf\u9009\u62e9\u7684\u65c5\u884c\u8005\u7684\u9996\u9009\u3002\u51ed\u501f\u5728\u4e1c\u5357\u4e9a\uff0c\u7279\u522b\u662f\u6cf0\u56fd\u7684\u5f3a\u5927\u5f71\u54cd\u529b\uff0c\u516c\u53f8\u5904\u4e8e\u6709\u5229\u5730\u4f4d\uff0c\u53ef\u4ee5\u5145\u5206\u5229\u7528\u5bf9\u8be5\u5730\u533a\u65e5\u76ca\u589e\u957f\u7684\u5174\u8da3\uff0c\u6ee1\u8db3\u6311\u5254\u6e38\u5ba2\u7684\u9700\u6c42\u3002 \u5438\u5f15\u4e2d\u56fd\u6e38\u5ba2\u3002\u81ea\u91cd\u65b0\u5f00\u653e\u8fb9\u5883\u4ee5\u6765\uff0c\u6cf0\u56fd\u65c5\u6e38\u4e1a\u7ecf\u5386\u4e86\u4e2d\u56fd\u6e38\u5ba2\u6570\u91cf\u7684\u663e\u8457\u590d\u82cf\u3002\u4eca\u5e74\u524d5\u4e2a\u6708\uff0c\u8be5\u56fd\u63a5\u5f85\u4e86100\u4e07\u4e2d\u56fd\u6e38\u5ba2\uff0c\u4e0e\u53bb\u5e74\u76f8\u6bd4\u663e\u7740\u589e\u52a0\u3002\u6cf0\u56fd\u653f\u5e9c\u8bbe\u5b9a\u4e862023\u5e74\u5438\u5f15500\u4e07\u4e2d\u56fd\u6e38\u5ba2\u7684\u76ee\u6807\uff0c\u9884\u8ba1\u6e38\u5ba2\u652f\u51fa\u4e3a4460\u4ebf\u6cf0\u94e2(131.8\u4ebf\u7f8e\u5143)\u3002\u8fd9\u79cd\u590d\u82cf\u51f8\u663e\u4e86\u4e2d\u56fd\u5e02\u573a\u7684\u91cd\u8981\u6027\u53ca\u5176\u5bf9\u6cf0\u56fd\u6574\u4f53\u65c5\u6e38\u4e1a\u7684\u8d21\u732e\u3002\u968f\u7740\u4e2d\u56fd\u590f\u5b63\u5ea6\u5047\u65fa\u5b63\u7684\u4e34\u8fd1\uff0c\u52a0\u4e0a\u5927\u90e8\u5206\u9152\u5e97\u4f4d\u4e8e\u4e1c\u5357\u4e9a\uff0c\u5c24\u5176\u662f\u6cf0\u56fd\u7b49\u70ed\u95e8\u76ee\u7684\u5730\uff0c\u8be5\u516c\u53f8\u5728\u5438\u5f15\u5bfb\u6c42\u6d77\u5916\u65c5\u6e38\u7684\u4e2d\u56fd\u6e38\u5ba2\u65b9\u9762\u5904\u4e8e\u6709\u5229\u5730\u4f4d\u3002 \u4e2d\u56fd\u51fa\u5883\u6e38\u589e\u957f\u2014\u2014\u6cf0\u56fd (Source: Bloomberg) 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u300222\u8d22\u5e74\u7684\u8425\u6536\u589e\u957f23%\uff0c\u4ece\u4e0a\u5e74\u540c\u671f\u76842.212\u4ebf\u65b0\u5143\u589e\u81f32.713\u4ebf\u65b0\u5143\u30022022\u5e74\u6062\u590d\u76c8\u5229\uff0c\u4ece\u4e0a\u4e00\u5e74\u7684\u7a0e\u540e\u4e8f\u635f\u548c\u5c11\u6570\u80a1\u6743\u4e8f\u635f5520\u4e07\u65b0\u5143\u589e\u81f3\u76c8\u522980\u4e07\u65b0\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 \u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684\u5b8c\u6574\u62a5\u544a\u3002 (Source: Bloomberg) \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK)\uff1a \u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.45\uff0c\u76ee\u6807\u4ef7\uff1a4.95\uff0c\u6b62\u635f\u4ef7\uff1a4.20 \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a\u80a1\u4efd\u6709\u9650\u516c\u53f8\u4e3b\u8981\u4ece\u4e8b\u6c11\u822a\u4e1a\u52a1\uff0c\u5305\u62ec\u822a\u7a7a\u5ba2\u3001\u8d27\u7269\u548c\u90ae\u4ef6\u8fd0\u8f93\u670d\u52a1\u548c\u5176\u4ed6\u8fd0\u8f93\u62d3\u5c55\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u7684\u5305\u62ec\u4e24\u4e2a\u4e1a\u52a1\u90e8\u95e8\uff1a\u822a\u7a7a\u8fd0\u8f93\u90e8\u95e8\u548c\u5176\u4ed6\u90e8\u95e8\u3002\u822a\u7a7a\u8fd0\u8f93\u4e1a\u52a1\u90e8\u95e8\u5305\u62ec\u822a\u7a7a\u5ba2\u3001\u8d27\u7269\u548c\u90ae\u4ef6\u7684\u8fd0\u8f93\u670d\u52a1\u3002\u5176\u4ed6\u90e8\u95e8\u4e3b\u8981\u5305\u62ec\u9152\u5e97\u4e0e\u65c5\u6e38\u8fd0\u8425\u3001\u5730\u9762\u670d\u52a1\u3001\u8d27\u7269\u88c5\u5378\u6cb3\u5176\u4ed6\u6742\u9879\u670d\u52a1\u3002\u8be5\u516c\u53f8\u8fd8\u63d0\u4f9b\u901a\u7528\u822a\u7a7a\u670d\u52a1\u548c\u98de\u673a\u7ef4\u4fee\u670d\u52a1\u3002\u8be5\u516c\u53f8\u662f\u56fd\u5185\u3001\u5916\u822a\u7a7a\u516c\u53f8\u7684\u4ee3\u7406\uff0c\u5e76\u4ee3\u7406\u5176\u4ed6\u822a\u7a7a\u548c\u76f8\u5173\u4e1a\u52a1\uff0c\u5982\u4eba\u8eab\u610f\u5916\u4fdd\u9669\u4e0e\u4ee3\u7406\u4e1a\u52a1\u3002 \u66f4\u591a\u56fd\u9645\u822a\u73ed\u3002\u4e2d\u56fd\u5357\u65b9\u822a\u7a7a\u516c\u53f8\u6700\u8fd1\u5f00\u901a\u4e86\u4e00\u6761\u8fde\u63a5\u5317\u4eac\u548c\u4f26\u6566\u7684\u65b0\u822a\u7ebf\u3002\u8fd9\u662f\u4e2d\u56fd\u822a\u7a7a\u516c\u53f8\u5728\u75ab\u60c5\u540e\u4e0d\u65ad\u6269\u5927\u6d77\u5916\u822a\u7ebf\u7684\u4e00\u90e8\u5206\u3002\u8be5\u822a\u7ebf\u6bcf\u5468\u8fd0\u84257\u73ed\uff0c\u4ece\u5317\u4eac\u5927\u5174\u56fd\u9645\u673a\u573a\u51fa\u53d1\uff0c\u62b5\u8fbe\u4f26\u6566\u5e0c\u601d\u7f57\u673a\u573a\u3002\u8fd9\u662f\u4e2d\u56fd\u822a\u7a7a\u516c\u53f8\u5728\u8fd9\u4e24\u4e2a\u673a\u573a\u4e4b\u95f4\u5f00\u901a\u7684\u7b2c\u4e00\u6761\u76f4\u822a\u822a\u7ebf\uff0c\u98de\u884c\u65f6\u95f4\u7ea6\u4e3a10\u5c0f\u65f6\u3002\u8fd9\u8868\u660e\uff0c\u5728\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u548c\u75ab\u60c5\u540e\u9650\u5236\u9010\u6b65\u653e\u677e\u7684\u63a8\u52a8\u4e0b\uff0c\u5168\u7403\u56fd\u9645\u65c5\u6e38\u9700\u6c42\u4e0d\u65ad\u589e\u957f\u3002 \u65c5\u6e38\u65fa\u5b63\u3002\u968f\u7740\u590f\u5b63\u7684\u4e34\u8fd1\uff0c\u4e1c\u5357\u4e9a\u548c\u4e9a\u6d32\u5176\u4ed6\u5730\u533a(\u5982\u65e5\u672c)\u7684\u8bb8\u591a\u70ed\u95e8\u76ee\u7684\u5730\u9884\u8ba1\u6e38\u5ba2\u4eba\u6570\u5c06\u6fc0\u589e\u3002\u968f\u7740\u4e2d\u56fd\u7ecf\u6d4e\u7684\u91cd\u65b0\u5f00\u653e\u548c\u6d88\u8d39\u8005\u88ab\u538b\u6291\u7684\u65c5\u6e38\u9700\u6c42\u7684\u91ca\u653e\uff0c\u4e2d\u56fd\u51fa\u5883\u65c5\u6e38\u9884\u8ba2\u91cf\u6fc0\u589e\uff0c\u5bfc\u81f4\u56fd\u9645\u822a\u73ed\u9700\u6c42\u589e\u52a0\u3002 \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u516c\u53f8\u8425\u6536\u589e\u957f\u81f3\u4eba\u6c11\u5e013,406\u4e07\u5143\uff0c\u540c\u6bd4\u589e\u957f58.61%\uff0c\uff0c\u800c2022\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e012,147\u4e07\u5143\u3002\u51c0\u4e8f\u635f\u4e3a19\u4ebf\u5143\uff0c\u540c\u6bd4\u6269\u592757.8%\u3002\u57fa\u672c\u6bcf\u80a1\u4e8f\u635f\u4ece\u4e0a\u5e74\u540c\u671f\u76840.27\u5143\u4e0b\u964d\u81f30.1\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u519c\u4e1a\u94f6\u884c (1288 HK)\uff1a\u5b58\u6b3e\u5229\u7387\u4e0b\u964d \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.10\uff0c\u76ee\u6807\u4ef7\uff1a3.35\uff0c\u6b62\u635f\u4ef7\uff1a2.98 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\/>\n\t\t<meta property=\"article:published_time\" content=\"2023-06-11T23:59:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-06-12T01:12:17+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7406\u670812\u65e5: \u4e2d\u56fd\u822a\u6cb9 (CAO SP), \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK), Livent Corporation (LTHM US) \u2022 KGI Singapore Research\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\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 (Source: Bloomberg) \u5728\u8fd9\u91cc\u9605\u8bfb\u57fa\u4e8e\u57fa\u672c\u9762\u7684\u5b8c\u6574\u62a5\u544a\u3002 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) 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\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f77%\u81f32.535\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2,356\u4e07\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.55\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.15\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Trading Dashboard Update: Add Banyan Tree (BTH SP) at S$0.36 and Agricultural Bank of China (1288 HK) at HK$3.10. ^ Back To Top\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-12-jun-2023-zh\\\/#blogposting\",\"name\":\"2023\\u5e7406\\u670812\\u65e5: 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