{"id":28586,"date":"2023-06-14T07:11:00","date_gmt":"2023-06-13T23:11:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=28586"},"modified":"2023-06-14T09:47:26","modified_gmt":"2023-06-14T01:47:26","slug":"kgi-daily-trading-ideas-14-jun-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/","title":{"rendered":"2023\u5e7406\u670814\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-28586-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-252.png\" class=\"wp-image-28613\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-252.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-252-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28586-_v0tgrq7sbyi8\"><\/a><a id=\"post-28586-_7fxz9ifkkro5\"><\/a><strong>\u5feb\u624b\u79d1\u6280 (1024 HK)\uff1a\u9884\u8ba1\u5728\u5373\u5c06\u5230\u6765\u7684\u7f51\u4e0a\u8d2d\u7269\u72c2\u6f6e\u4e2d\u4f1a\u51fa\u73b0\u9500\u552e\u70ed\u6f6e<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a59.0\uff0c\u76ee\u6807\u4ef7\uff1a65.0\uff0c\u6b62\u635f\u4ef7\uff1a56.0<\/strong>\n  <\/li><li>\n    \u5feb\u624b\u79d1\u6280\u662f\u4e00\u5bb6\u4e3b\u8981\u8fd0\u8425\u5185\u5bb9\u793e\u533a\u548c\u793e\u4ea4\u5e73\u53f0\u7684\u4e2d\u56fd\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u63d0\u4f9b\u76f4\u64ad\u670d\u52a1\u3001\u7ebf\u4e0a\u8425\u9500\u670d\u52a1\u53ca\u5176\u4ed6\u670d\u52a1\u3002\u5176\u4e2d\u7ebf\u4e0a\u8425\u9500\u89e3\u51b3\u65b9\u6848\u5305\u62ec\u5e7f\u544a\u670d\u52a1\u3001\u5feb\u624b\u7c89\u6761\u53ca\u5176\u4ed6\u8425\u9500\u670d\u52a1\u3002\u5176\u4ed6\u670d\u52a1\u5305\u62ec\u7535\u5546\u3001\u7f51\u7edc\u6e38\u620f\u53ca\u5176\u4ed6\u589e\u503c\u670d\u52a1\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u4e8e\u56fd\u5185\u5e02\u573a\u5f00\u5c55\u4e1a\u52a1<strong>\u3002<\/strong>\n  <\/li><li><strong>\u76f4\u64ad\u5e26\u8d27\u589e\u957f\u3002<\/strong>\u6839\u636eCoresight Research\u7684\u62a5\u544a\uff0c\u4e2d\u56fd\u7684\u5728\u7ebf\u76f4\u64ad\u8d2d\u7269\u5e02\u573a\u6b63\u5728\u7ecf\u5386\u663e\u7740\u589e\u957f\uff0c\u52302022\u5c06\u8fbe\u52304,970\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd\u4e0a\u5347\u8d8b\u52bf\u53ef\u4ee5\u5f52\u56e0\u4e8e\u6d88\u8d39\u8005\u8d8a\u6765\u8d8a\u91cd\u89c6\u81ea\u5df1\u7684\u65f6\u95f4\uff0c\u9009\u62e9\u968f\u65f6\u968f\u5730\u89c2\u770b\u76f4\u64ad\u8d2d\u7269\u7684\u4fbf\u5229\u6027\uff0c\u800c\u4e0d\u662f\u7b80\u5355\u5730\u5728\u7f51\u4e0a\u6d4f\u89c8\u4ea7\u54c1\u6216\u53bb\u5b9e\u4f53\u5e97\u8d2d\u7269\u3002\n  <\/li><li><strong>\u5373\u5c06\u5230\u6765\u76846\u670818\u65e5\u8d2d\u7269\u8282\u3002<\/strong>\u4e3a\u4e86\u8fce\u63a5\u4e00\u5e74\u4e00\u5ea6\u7684\u201c\u516d\u4e00\u516b\u201d\u8d2d\u7269\u72c2\u6b22\u8282\uff0c\u4e2d\u56fd\u5404\u5927\u7535\u5546\u5e73\u53f0\u5df2\u7ecf\u5f00\u59cb\u9884\u552e\u3002\u4eca\u5e74\uff0c\u8fd9\u4e9b\u5e73\u53f0\u63a8\u51fa\u4e86\u66f4\u5e7f\u6cdb\u7684\u4fc3\u9500\u6d3b\u52a8\u548c\u76f4\u63a5\u8865\u8d34\uff0c\u7b80\u5316\u4e86\u4fc3\u9500\u65b9\u5f0f\u3002\u4e70\u5bb6\u4e0d\u518d\u9700\u8981\u8fdb\u884c\u590d\u6742\u7684\u8ba1\u7b97\u6216\u5408\u5e76\u591a\u4e2a\u8ba2\u5355\u4ee5\u83b7\u5f97\u6298\u6263\u3002\u6b64\u5916\uff0c\u57286\u670818\u65e5\u7684\u8d2d\u7269\u8282\u671f\u95f4\uff0c\u76f4\u64ad\u5e26\u8d27\u7ee7\u7eed\u53d1\u6325\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002\u6296\u97f3\u548c\u5feb\u624b\u7b49\u77ed\u89c6\u9891\u5e73\u53f0\u589e\u52a0\u4e86\u8865\u8d34\uff0c\u4ee5\u5438\u5f15\u66f4\u591a\u6d41\u91cf\uff0c\u4e0e\u7535\u5546\u5e73\u53f0\u7ade\u4e89\u3002\u603b\u4f53\u800c\u8a00\uff0c\u8fd9\u4e00\u4fc3\u9500\u6d3b\u52a8\u6709\u671b\u523a\u6fc0\u7b2c\u4e8c\u5b63\u5ea6\u7684\u6d88\u8d39\u589e\u957f\u3002\n  <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002<\/strong>\u8be5\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u8c03\u6574\u540e\u51c0\u5229\u6da6\u4e3a4,200\u4e07\u5143\u4eba\u6c11\u5e01\uff08\u54084,680\u4e07\u6e2f\u5143\uff09\uff0c\u8fd9\u662f\u81ea2021\u5e74\u5728\u9999\u6e2f\u4e0a\u5e02\u4ee5\u6765\u7684\u9996\u6b21\u76c8\u5229\uff0c\u800c\u4e00\u5e74\u524d\u51c0\u4e8f\u635f\u4e3a37\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u672c\u5b63\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e01252\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f20%\u3002\u8be5\u516c\u53f8\u8fd8\u900f\u9732\uff0c\u8ba1\u5212\u5728\u516c\u53f8\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\u7ed3\u675f\u524d\u56de\u8d2d\u81f3\u591a\u4ef7\u503c40\u4ebf\u6e2f\u5143\u7684\u80a1\u7968\u3002\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/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-254.png\" alt=\"\" class=\"wp-image-28615\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-254.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-254-300x64.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-256.png\" alt=\"\" class=\"wp-image-28616\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-256.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-256-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-256-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-256-768x465.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-28586-_pxc2fm1xtn57\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-258.png\" class=\"wp-image-28619\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-258.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-258-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28586-_9lhtcpkr98xv\"><\/a><a id=\"post-28586-_mbfk6gpvt3fs\"><\/a><strong>\u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK)\uff1a\u8fdb\u5165\u65c5\u6e38\u65fa\u5b63<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a4.45\uff0c\u76ee\u6807\u4ef7\uff1a4.95\uff0c\u6b62\u635f\u4ef7\uff1a4.20<\/strong>\n  <\/li><li>\n    \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\n  <\/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\n  <\/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\n  <\/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\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/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-260.png\" alt=\"\" class=\"wp-image-28620\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-260.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-260-300x64.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-261.png\" alt=\"\" class=\"wp-image-28622\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-261.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-261-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-261-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-261-768x465.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<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-262.png\" alt=\"\" class=\"wp-image-28623\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-262.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-262-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-28586-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-263.png\" class=\"wp-image-28624\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-263.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-263-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-263-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28586-_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>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a26\uff0c\u76ee\u6807\u4ef7\uff1a30\uff0c\u6b62\u635f\u4ef7\uff1a24<\/strong>\n  <\/li><li>\n    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\n  <\/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\n  <\/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\n  <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9502\u4ef7\u683c\u6307\u6570<\/strong>\n<\/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-264.png\" alt=\"\" class=\"wp-image-28625\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-264.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-264-300x179.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-264-1024x612.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-264-768x459.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>\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\n  <\/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\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/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-265.png\" alt=\"\" class=\"wp-image-28626\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-265.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-265-300x64.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-266.png\" alt=\"\" class=\"wp-image-28627\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-266.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-266-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-266-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-266-768x465.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-28586-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-267.png\" class=\"wp-image-28628\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-267.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-267-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-267-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28586-_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\uff1a75\uff0c\u76ee\u6807\u4ef7\uff1a85\uff0c\u6b62\u635f\u4ef7\uff1a70<\/strong>\n  <\/li><li>\n    \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\n  <\/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\n  <\/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\n  <\/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\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong>\n  <\/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-268.png\" alt=\"\" class=\"wp-image-28629\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-268.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-268-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28586-_e3j0tggmjil\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"1230\" height=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-269.png\" class=\"wp-image-28630\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-269.png 1230w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-269-300x182.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-269-1024x620.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-269-768x465.png 768w\" sizes=\"(max-width: 1230px) 100vw, 1230px\" \/><\/h3>\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-28586-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-270.png\" class=\"wp-image-28631\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-270.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-270-300x64.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-271.png\" alt=\"\" class=\"wp-image-28633\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-271.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-271-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-271-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28586-_fginbsn8cd1z\"><\/a><a id=\"post-28586-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"548\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/image-70.png\" alt=\"\" class=\"wp-image-28654\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/image-70.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/image-70-300x175.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/image-70-768x448.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>News Feed<\/strong><\/td><\/tr><tr><td>1. <a href=\"https:\/\/www.reuters.com\/markets\/us\/futures-rise-ahead-inflation-reading-fed-meet-focus-2023-06-13\/\">US stocks end higher as inflation data cements bets on rate hike pause<\/a><\/td><\/tr><tr><td>2. <a href=\"https:\/\/www.cnbc.com\/2023\/06\/13\/cpi-inflation-report-may-2023-.html\">Inflation rose at a 4% annual rate in May, the lowest in 2 years<\/a><\/td><\/tr><tr><td>3. <a href=\"https:\/\/www.reuters.com\/markets\/us\/view-cool-us-may-cpi-rise-supports-fed-pause-argument-2023-06-13\/\">Cool US May CPI rise supports Fed pause argument<\/a><\/td><\/tr><tr><td>4. <a href=\"https:\/\/finance.yahoo.com\/news\/tesla-stock-extends-record-streak-to-13-sessions-210555462.html\">Tesla stock extends record streak to 13 session<\/a><\/td><\/tr><tr><td>5. <a href=\"https:\/\/www.marketwatch.com\/story\/nvidia-officially-closes-in-1-trillion-territory-becoming-seventh-u-s-company-to-hit-market-cap-milestone-88ead8f9\">Nvidia officially closes in $1 trillion territory, becoming seventh U.S. company to hit market-cap milestone<\/a><\/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-273.png\" alt=\"\" class=\"wp-image-28635\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-273.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-273-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-28586-_qqv3rtx8nazp\"><\/a><a id=\"post-28586-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1158\" height=\"649\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-274.png\" alt=\"\" class=\"wp-image-28636\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-274.png 1158w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-274-300x168.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-274-1024x574.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-274-768x430.png 768w\" sizes=\"(max-width: 1158px) 100vw, 1158px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.cnbc.com\/2023\/06\/13\/chinas-central-bank-cuts-its-seven-day-repurchase-rate.html\">China cuts key policy rate as post-Covid recovery fizzles; yuan hits 6-month low<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.channelnewsasia.com\/business\/china-considers-broad-stimulus-property-support-rate-cuts-bloomberg-news-3558261\">China considers broad stimulus with property support, rate cuts -Bloomberg News<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/property\/pimco-says-stronger-support-needed-rebound-china-property\">Pimco says stronger support needed for rebound in China property<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.channelnewsasia.com\/business\/china-cuts-short-term-borrowing-costs-support-recovery-3557726\">China cuts short-term borrowing costs to support recovery<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/www.scmp.com\/business\/article\/3223872\/hong-kong-stocks-struggle-stimulus-waiting-game-while-confidence-grows-likely-fed-pause-rates\">Hong Kong stocks hit 3-week high as China signals rate cuts with liquidity injection amid bets on Fed rate pause<\/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\/06\/word-image-275.png\" alt=\"\" class=\"wp-image-28637\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-275.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-275-300x64.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-276.png\" alt=\"\" class=\"wp-image-28638\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-276.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-276-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add China Aviation Oil (CAO SP) at S$0.96 and Livent Corp (LTHM US) at US$26. Take profit on Wilmar Int (WIL SP) at S$4.0 and HSBC Holdings (5 HK) at HK$60. Cut loss on Enphase Energy (ENPH US) at US$170.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"460\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-277.png\" alt=\"\" class=\"wp-image-28639\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-277.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-277-300x146.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-277-768x375.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) \u5feb\u624b\u79d1\u6280 (1024 HK)\uff1a\u9884\u8ba1\u5728\u5373\u5c06\u5230\u6765\u7684\u7f51\u4e0a\u8d2d\u7269\u72c2\u6f6e\u4e2d\u4f1a\u51fa\u73b0\u9500\u552e\u70ed\u6f6e \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a59.0\uff0c\u76ee\u6807\u4ef7\uff1a65.0\uff0c\u6b62\u635f\u4ef7\uff1a56.0 \u5feb\u624b\u79d1\u6280\u662f\u4e00\u5bb6\u4e3b\u8981\u8fd0\u8425\u5185\u5bb9\u793e\u533a\u548c\u793e\u4ea4\u5e73\u53f0\u7684\u4e2d\u56fd\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u63d0\u4f9b\u76f4\u64ad\u670d\u52a1\u3001\u7ebf\u4e0a\u8425\u9500\u670d\u52a1\u53ca\u5176\u4ed6\u670d\u52a1\u3002\u5176\u4e2d\u7ebf\u4e0a\u8425\u9500\u89e3\u51b3\u65b9\u6848\u5305\u62ec\u5e7f\u544a\u670d\u52a1\u3001\u5feb\u624b\u7c89\u6761\u53ca\u5176\u4ed6\u8425\u9500\u670d\u52a1\u3002\u5176\u4ed6\u670d\u52a1\u5305\u62ec\u7535\u5546\u3001\u7f51\u7edc\u6e38\u620f\u53ca\u5176\u4ed6\u589e\u503c\u670d\u52a1\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u4e8e\u56fd\u5185\u5e02\u573a\u5f00\u5c55\u4e1a\u52a1\u3002 \u76f4\u64ad\u5e26\u8d27\u589e\u957f\u3002\u6839\u636eCoresight Research\u7684\u62a5\u544a\uff0c\u4e2d\u56fd\u7684\u5728\u7ebf\u76f4\u64ad\u8d2d\u7269\u5e02\u573a\u6b63\u5728\u7ecf\u5386\u663e\u7740\u589e\u957f\uff0c\u52302022\u5c06\u8fbe\u52304,970\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd\u4e0a\u5347\u8d8b\u52bf\u53ef\u4ee5\u5f52\u56e0\u4e8e\u6d88\u8d39\u8005\u8d8a\u6765\u8d8a\u91cd\u89c6\u81ea\u5df1\u7684\u65f6\u95f4\uff0c\u9009\u62e9\u968f\u65f6\u968f\u5730\u89c2\u770b\u76f4\u64ad\u8d2d\u7269\u7684\u4fbf\u5229\u6027\uff0c\u800c\u4e0d\u662f\u7b80\u5355\u5730\u5728\u7f51\u4e0a\u6d4f\u89c8\u4ea7\u54c1\u6216\u53bb\u5b9e\u4f53\u5e97\u8d2d\u7269\u3002 \u5373\u5c06\u5230\u6765\u76846\u670818\u65e5\u8d2d\u7269\u8282\u3002\u4e3a\u4e86\u8fce\u63a5\u4e00\u5e74\u4e00\u5ea6\u7684\u201c\u516d\u4e00\u516b\u201d\u8d2d\u7269\u72c2\u6b22\u8282\uff0c\u4e2d\u56fd\u5404\u5927\u7535\u5546\u5e73\u53f0\u5df2\u7ecf\u5f00\u59cb\u9884\u552e\u3002\u4eca\u5e74\uff0c\u8fd9\u4e9b\u5e73\u53f0\u63a8\u51fa\u4e86\u66f4\u5e7f\u6cdb\u7684\u4fc3\u9500\u6d3b\u52a8\u548c\u76f4\u63a5\u8865\u8d34\uff0c\u7b80\u5316\u4e86\u4fc3\u9500\u65b9\u5f0f\u3002\u4e70\u5bb6\u4e0d\u518d\u9700\u8981\u8fdb\u884c\u590d\u6742\u7684\u8ba1\u7b97\u6216\u5408\u5e76\u591a\u4e2a\u8ba2\u5355\u4ee5\u83b7\u5f97\u6298\u6263\u3002\u6b64\u5916\uff0c\u57286\u670818\u65e5\u7684\u8d2d\u7269\u8282\u671f\u95f4\uff0c\u76f4\u64ad\u5e26\u8d27\u7ee7\u7eed\u53d1\u6325\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002\u6296\u97f3\u548c\u5feb\u624b\u7b49\u77ed\u89c6\u9891\u5e73\u53f0\u589e\u52a0\u4e86\u8865\u8d34\uff0c\u4ee5\u5438\u5f15\u66f4\u591a\u6d41\u91cf\uff0c\u4e0e\u7535\u5546\u5e73\u53f0\u7ade\u4e89\u3002\u603b\u4f53\u800c\u8a00\uff0c\u8fd9\u4e00\u4fc3\u9500\u6d3b\u52a8\u6709\u671b\u523a\u6fc0\u7b2c\u4e8c\u5b63\u5ea6\u7684\u6d88\u8d39\u589e\u957f\u3002 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002\u8be5\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u8c03\u6574\u540e\u51c0\u5229\u6da6\u4e3a4,200\u4e07\u5143\u4eba\u6c11\u5e01\uff08\u54084,680\u4e07\u6e2f\u5143\uff09\uff0c\u8fd9\u662f\u81ea2021\u5e74\u5728\u9999\u6e2f\u4e0a\u5e02\u4ee5\u6765\u7684\u9996\u6b21\u76c8\u5229\uff0c\u800c\u4e00\u5e74\u524d\u51c0\u4e8f\u635f\u4e3a37\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u672c\u5b63\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e01252\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f20%\u3002\u8be5\u516c\u53f8\u8fd8\u900f\u9732\uff0c\u8ba1\u5212\u5728\u516c\u53f8\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\u7ed3\u675f\u524d\u56de\u8d2d\u81f3\u591a\u4ef7\u503c40\u4ebf\u6e2f\u5143\u7684\u80a1\u7968\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK)\uff1a\u8fdb\u5165\u65c5\u6e38\u65fa\u5b63 \u91cd\u7533\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 [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":22940,"comment_status":"closed","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-28586","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"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) \u9502\u7535\u6c60\u9700\u6c42\u589e\u52a0\u3002\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 \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 China Aviation Oil (CAO SP) at S$0.96 and Livent Corp (LTHM US) at US$26. Take profit on Wilmar Int (WIL\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Keith Tan\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 4.9.8\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"KGI Singapore Research \u2022 Singapore&#039;s leading broker offering Futures, FX, Equities and Wealth Management.\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"2023\u5e7406\u670814\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 property=\"og: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) \u9502\u7535\u6c60\u9700\u6c42\u589e\u52a0\u3002\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 \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 China Aviation Oil (CAO SP) at S$0.96 and Livent Corp (LTHM US) at US$26. Take profit on Wilmar Int (WIL\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2023-06-13T23:11:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-06-14T01:47:26+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7406\u670814\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) \u9502\u7535\u6c60\u9700\u6c42\u589e\u52a0\u3002\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 \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 China Aviation Oil (CAO SP) at S$0.96 and Livent Corp (LTHM US) at US$26. Take profit on Wilmar Int (WIL\" \/>\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-14-jun-2023-zh\\\/#blogposting\",\"name\":\"2023\\u5e7406\\u670814\\u65e5: \\u4e2d\\u56fd\\u822a\\u6cb9 (CAO SP), \\u4e2d\\u56fd\\u5357\\u65b9\\u822a\\u7a7a (1055 HK), Livent Corporation (LTHM US) \\u2022 KGI Singapore Research\",\"headline\":\"2023\\u5e7406\\u670814\\u65e5: \\u4e2d\\u56fd\\u822a\\u6cb9 (CAO SP), \\u4e2d\\u56fd\\u5357\\u65b9\\u822a\\u7a7a (1055 HK), Livent Corporation (LTHM US)\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Thumbnail-156.jpg?wsr\",\"width\":275,\"height\":183},\"datePublished\":\"2023-06-14T07:11:00+08:00\",\"dateModified\":\"2023-06-14T09:47:26+08:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#webpage\"},\"articleSection\":\"KGI Daily Trading Ideas (Chinese)\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"position\":2,\"name\":\"KGI Daily Trading Ideas (Chinese)\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#listItem\",\"name\":\"2023\\u5e7406\\u670814\\u65e5: \\u4e2d\\u56fd\\u822a\\u6cb9 (CAO SP), \\u4e2d\\u56fd\\u5357\\u65b9\\u822a\\u7a7a (1055 HK), Livent Corporation (LTHM US)\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#listItem\",\"position\":3,\"name\":\"2023\\u5e7406\\u670814\\u65e5: \\u4e2d\\u56fd\\u822a\\u6cb9 (CAO SP), \\u4e2d\\u56fd\\u5357\\u65b9\\u822a\\u7a7a (1055 HK), Livent Corporation (LTHM US)\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\",\"name\":\"KGI Research Singapore\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"telephone\":\"+6562021188\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/cropped-Square-logo-PNG.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#organizationLogo\",\"width\":512,\"height\":512},\"image\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#organizationLogo\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/\",\"name\":\"Keith Tan\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Keith Tan\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#webpage\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/\",\"name\":\"2023\\u5e7406\\u670814\\u65e5: \\u4e2d\\u56fd\\u822a\\u6cb9 (CAO SP), \\u4e2d\\u56fd\\u5357\\u65b9\\u822a\\u7a7a (1055 HK), Livent Corporation (LTHM US) \\u2022 KGI Singapore Research\",\"description\":\"\\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) \\u9502\\u7535\\u6c60\\u9700\\u6c42\\u589e\\u52a0\\u3002\\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 \\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 China Aviation Oil (CAO SP) at S$0.96 and Livent Corp (LTHM US) at US$26. Take profit on Wilmar Int (WIL\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Thumbnail-156.jpg?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#mainImage\",\"width\":275,\"height\":183},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-14-jun-2023-zh\\\/#mainImage\"},\"datePublished\":\"2023-06-14T07:11:00+08:00\",\"dateModified\":\"2023-06-14T09:47:26+08:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"name\":\"KGI Singapore Research\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"2023\u5e7406\u670814\u65e5: \u4e2d\u56fd\u822a\u6cb9 (CAO SP), \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK), Livent Corporation (LTHM US) \u2022 KGI Singapore Research","description":"\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) \u9502\u7535\u6c60\u9700\u6c42\u589e\u52a0\u3002\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 \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 China Aviation Oil (CAO SP) at S$0.96 and Livent Corp (LTHM US) at US$26. Take profit on Wilmar Int (WIL","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/","robots":"max-image-preview:large","keywords":"kgi daily trading ideas (chinese)","webmasterTools":{"miscellaneous":""},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"BlogPosting","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#blogposting","name":"2023\u5e7406\u670814\u65e5: \u4e2d\u56fd\u822a\u6cb9 (CAO SP), \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK), Livent Corporation (LTHM US) \u2022 KGI Singapore Research","headline":"2023\u5e7406\u670814\u65e5: \u4e2d\u56fd\u822a\u6cb9 (CAO SP), \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK), Livent Corporation (LTHM US)","author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr","width":275,"height":183},"datePublished":"2023-06-14T07:11:00+08:00","dateModified":"2023-06-14T09:47:26+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#webpage"},"articleSection":"KGI Daily Trading Ideas (Chinese)"},{"@type":"BreadcrumbList","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","position":1,"name":"Home","item":"https:\/\/www.kgieworld.sg\/research","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","position":2,"name":"KGI Daily Trading Ideas (Chinese)","item":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#listItem","name":"2023\u5e7406\u670814\u65e5: \u4e2d\u56fd\u822a\u6cb9 (CAO SP), \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK), Livent Corporation (LTHM US)"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#listItem","position":3,"name":"2023\u5e7406\u670814\u65e5: \u4e2d\u56fd\u822a\u6cb9 (CAO SP), \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK), Livent Corporation (LTHM US)","previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}}]},{"@type":"Organization","@id":"https:\/\/www.kgieworld.sg\/research\/#organization","name":"KGI Research Singapore","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","url":"https:\/\/www.kgieworld.sg\/research\/","telephone":"+6562021188","logo":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2020\/11\/cropped-Square-logo-PNG.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#organizationLogo","width":512,"height":512},"image":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#organizationLogo"}},{"@type":"Person","@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author","url":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/","name":"Keith Tan","image":{"@type":"ImageObject","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g","width":96,"height":96,"caption":"Keith Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/","name":"2023\u5e7406\u670814\u65e5: \u4e2d\u56fd\u822a\u6cb9 (CAO SP), \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK), Livent Corporation (LTHM US) \u2022 KGI Singapore Research","description":"\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) \u9502\u7535\u6c60\u9700\u6c42\u589e\u52a0\u3002\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 \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 China Aviation Oil (CAO SP) at S$0.96 and Livent Corp (LTHM US) at US$26. Take profit on Wilmar Int (WIL","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#mainImage","width":275,"height":183},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/#mainImage"},"datePublished":"2023-06-14T07:11:00+08:00","dateModified":"2023-06-14T09:47:26+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"2023\u5e7406\u670814\u65e5: \u4e2d\u56fd\u822a\u6cb9 (CAO SP), \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK), Livent Corporation (LTHM US) \u2022 KGI Singapore Research","og:description":"\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) \u9502\u7535\u6c60\u9700\u6c42\u589e\u52a0\u3002\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 \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 China Aviation Oil (CAO SP) at S$0.96 and Livent Corp (LTHM US) at US$26. Take profit on Wilmar Int (WIL","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-14-jun-2023-zh\/","og:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","og:image:secure_url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","article:published_time":"2023-06-13T23:11:00+00:00","article:modified_time":"2023-06-14T01:47:26+00:00","twitter:card":"summary","twitter:title":"2023\u5e7406\u670814\u65e5: \u4e2d\u56fd\u822a\u6cb9 (CAO SP), \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK), Livent Corporation (LTHM US) \u2022 KGI Singapore Research","twitter:description":"\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) \u9502\u7535\u6c60\u9700\u6c42\u589e\u52a0\u3002\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 \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 China Aviation Oil (CAO SP) at S$0.96 and Livent Corp (LTHM US) at US$26. Take profit on Wilmar Int (WIL","twitter:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr"},"aioseo_meta_data":{"post_id":"28586","title":"#post_title #separator_sa #site_title","description":"#post_excerpt","keywords":[],"keyphrases":{"focus":[],"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":[],"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":{"id":"#aioseo-article-6707381058090","slug":"article","graphName":"Article","label":"Article","properties":{"type":"BlogPosting","name":"#post_title","headline":"#post_title","description":"#post_excerpt","image":"","keywords":"","author":{"name":"#author_name","url":"#author_url"},"dates":{"include":true,"datePublished":"","dateModified":""}}},"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"Article","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":"{\"article\":{\"articleType\":\"BlogPosting\"},\"course\":{\"name\":\"\",\"description\":\"\",\"provider\":\"\"},\"faq\":{\"pages\":[]},\"product\":{\"reviews\":[]},\"recipe\":{\"ingredients\":[],\"instructions\":[],\"keywords\":[]},\"software\":{\"reviews\":[],\"operatingSystems\":[]},\"webPage\":{\"webPageType\":\"WebPage\"}}","pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":{"locations":{"business":{"name":"","businessType":"","image":"","areaServed":"","urls":{"website":"","aboutPage":"","contactPage":""},"address":{"streetLine1":"","streetLine2":"","zipCode":"","city":"","state":"","country":"","addressFormat":"#streetLineOne\n#streetLineTwo\n#city, #state #zipCode"},"contact":{"phone":"","email":"","fax":""},"ids":{"vat":"","tax":"","chamberOfCommerce":""},"payment":{"priceRange":"","currenciesAccepted":"","methods":""}}},"openingHours":{"useDefaults":true,"show":true,"alwaysOpen":false,"use24hFormat":false,"timezone":"","labels":{"closed":"","alwaysOpen":""},"days":{"monday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"tuesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"wednesday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"thursday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"friday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"saturday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"},"sunday":{"open24h":false,"closed":false,"openTime":"09:00","closeTime":"17:00"}}}},"breadcrumb_settings":null,"limit_modified_date":false,"ai":null,"created":"2023-06-13 07:12:37","updated":"2025-06-07 00:33:03","seo_analyzer_scan_date":null},"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156-150x150.jpg?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/01\/Thumbnail-156.jpg?wsr",275,183,false]},"uagb_author_info":{"display_name":"Keith Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/"},"uagb_comment_info":0,"uagb_excerpt":"\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) \u5feb\u624b\u79d1\u6280 (1024 HK)\uff1a\u9884\u8ba1\u5728\u5373\u5c06\u5230\u6765\u7684\u7f51\u4e0a\u8d2d\u7269\u72c2\u6f6e\u4e2d\u4f1a\u51fa\u73b0\u9500\u552e\u70ed\u6f6e \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a59.0\uff0c\u76ee\u6807\u4ef7\uff1a65.0\uff0c\u6b62\u635f\u4ef7\uff1a56.0 \u5feb\u624b\u79d1\u6280\u662f\u4e00\u5bb6\u4e3b\u8981\u8fd0\u8425\u5185\u5bb9\u793e\u533a\u548c\u793e\u4ea4\u5e73\u53f0\u7684\u4e2d\u56fd\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u63d0\u4f9b\u76f4\u64ad\u670d\u52a1\u3001\u7ebf\u4e0a\u8425\u9500\u670d\u52a1\u53ca\u5176\u4ed6\u670d\u52a1\u3002\u5176\u4e2d\u7ebf\u4e0a\u8425\u9500\u89e3\u51b3\u65b9\u6848\u5305\u62ec\u5e7f\u544a\u670d\u52a1\u3001\u5feb\u624b\u7c89\u6761\u53ca\u5176\u4ed6\u8425\u9500\u670d\u52a1\u3002\u5176\u4ed6\u670d\u52a1\u5305\u62ec\u7535\u5546\u3001\u7f51\u7edc\u6e38\u620f\u53ca\u5176\u4ed6\u589e\u503c\u670d\u52a1\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u4e8e\u56fd\u5185\u5e02\u573a\u5f00\u5c55\u4e1a\u52a1\u3002 \u76f4\u64ad\u5e26\u8d27\u589e\u957f\u3002\u6839\u636eCoresight Research\u7684\u62a5\u544a\uff0c\u4e2d\u56fd\u7684\u5728\u7ebf\u76f4\u64ad\u8d2d\u7269\u5e02\u573a\u6b63\u5728\u7ecf\u5386\u663e\u7740\u589e\u957f\uff0c\u52302022\u5c06\u8fbe\u52304,970\u4ebf\u7f8e\u5143\u3002\u8fd9\u79cd\u4e0a\u5347\u8d8b\u52bf\u53ef\u4ee5\u5f52\u56e0\u4e8e\u6d88\u8d39\u8005\u8d8a\u6765\u8d8a\u91cd\u89c6\u81ea\u5df1\u7684\u65f6\u95f4\uff0c\u9009\u62e9\u968f\u65f6\u968f\u5730\u89c2\u770b\u76f4\u64ad\u8d2d\u7269\u7684\u4fbf\u5229\u6027\uff0c\u800c\u4e0d\u662f\u7b80\u5355\u5730\u5728\u7f51\u4e0a\u6d4f\u89c8\u4ea7\u54c1\u6216\u53bb\u5b9e\u4f53\u5e97\u8d2d\u7269\u3002 \u5373\u5c06\u5230\u6765\u76846\u670818\u65e5\u8d2d\u7269\u8282\u3002\u4e3a\u4e86\u8fce\u63a5\u4e00\u5e74\u4e00\u5ea6\u7684\u201c\u516d\u4e00\u516b\u201d\u8d2d\u7269\u72c2\u6b22\u8282\uff0c\u4e2d\u56fd\u5404\u5927\u7535\u5546\u5e73\u53f0\u5df2\u7ecf\u5f00\u59cb\u9884\u552e\u3002\u4eca\u5e74\uff0c\u8fd9\u4e9b\u5e73\u53f0\u63a8\u51fa\u4e86\u66f4\u5e7f\u6cdb\u7684\u4fc3\u9500\u6d3b\u52a8\u548c\u76f4\u63a5\u8865\u8d34\uff0c\u7b80\u5316\u4e86\u4fc3\u9500\u65b9\u5f0f\u3002\u4e70\u5bb6\u4e0d\u518d\u9700\u8981\u8fdb\u884c\u590d\u6742\u7684\u8ba1\u7b97\u6216\u5408\u5e76\u591a\u4e2a\u8ba2\u5355\u4ee5\u83b7\u5f97\u6298\u6263\u3002\u6b64\u5916\uff0c\u57286\u670818\u65e5\u7684\u8d2d\u7269\u8282\u671f\u95f4\uff0c\u76f4\u64ad\u5e26\u8d27\u7ee7\u7eed\u53d1\u6325\u7740\u81f3\u5173\u91cd\u8981\u7684\u4f5c\u7528\u3002\u6296\u97f3\u548c\u5feb\u624b\u7b49\u77ed\u89c6\u9891\u5e73\u53f0\u589e\u52a0\u4e86\u8865\u8d34\uff0c\u4ee5\u5438\u5f15\u66f4\u591a\u6d41\u91cf\uff0c\u4e0e\u7535\u5546\u5e73\u53f0\u7ade\u4e89\u3002\u603b\u4f53\u800c\u8a00\uff0c\u8fd9\u4e00\u4fc3\u9500\u6d3b\u52a8\u6709\u671b\u523a\u6fc0\u7b2c\u4e8c\u5b63\u5ea6\u7684\u6d88\u8d39\u589e\u957f\u3002 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u4e1a\u7ee9\u3002\u8be5\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u8c03\u6574\u540e\u51c0\u5229\u6da6\u4e3a4,200\u4e07\u5143\u4eba\u6c11\u5e01\uff08\u54084,680\u4e07\u6e2f\u5143\uff09\uff0c\u8fd9\u662f\u81ea2021\u5e74\u5728\u9999\u6e2f\u4e0a\u5e02\u4ee5\u6765\u7684\u9996\u6b21\u76c8\u5229\uff0c\u800c\u4e00\u5e74\u524d\u51c0\u4e8f\u635f\u4e3a37\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u672c\u5b63\u8425\u6536\u589e\u81f3\u4eba\u6c11\u5e01252\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f20%\u3002\u8be5\u516c\u53f8\u8fd8\u900f\u9732\uff0c\u8ba1\u5212\u5728\u516c\u53f8\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\u7ed3\u675f\u524d\u56de\u8d2d\u81f3\u591a\u4ef7\u503c40\u4ebf\u6e2f\u5143\u7684\u80a1\u7968\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u4e2d\u56fd\u5357\u65b9\u822a\u7a7a (1055 HK)\uff1a\u8fdb\u5165\u65c5\u6e38\u65fa\u5b63 \u91cd\u7533\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&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/28586","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=28586"}],"version-history":[{"count":5,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/28586\/revisions"}],"predecessor-version":[{"id":28655,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/28586\/revisions\/28655"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/22940"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=28586"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=28586"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=28586"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}