{"id":29352,"date":"2023-06-30T07:00:00","date_gmt":"2023-06-29T23:00:00","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=29352"},"modified":"2023-06-30T09:59:04","modified_gmt":"2023-06-30T01:59:04","slug":"kgi-daily-trading-ideas-30-jun-2023-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-30-jun-2023-zh\/","title":{"rendered":"2023\u5e7406\u670830\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u5156\u77ff\u80fd\u6e90 (1171 HK), \u60e0\u800c\u6d66 (WHR 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-29352-_7l8preso5cex\"><\/a><strong>\u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP)\uff1a\u53cc\u91cd\u5229\u597d\u2014\u2014\u521b\u7eaa\u5f55\u7684\u8ba2\u5355\u548c\u75b2\u8f6f\u7684\u4eba\u6c11\u5e01<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.43\uff0c\u76ee\u6807\u4ef7\uff1a1.57\uff0c\u6b62\u635f\u4ef7\uff1a1.36<\/strong>   <\/li><li>\u626c\u5b50\u6c5f\u8239\u4e1a\u63a7\u80a1\u6709\u9650\u516c\u53f8\u751f\u4ea7\u5404\u7c7b\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u6cb9\u8f6e\u3001\u6d77\u4e0a\u8865\u7ed9\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239\u3002   <\/li><li><strong>\u83b7\u5f97\u5efa\u90206\u8258\u4e2d\u578b\u96c6\u88c5\u7bb1\u8239\u7684\u5408\u540c\u3002<\/strong>\u516c\u53f8\u521a\u521a\u4e0eA.P. Moller-Maersk\u7b7e\u8ba2\u4e86\u4e00\u4efd\u5408\u540c\uff0c\u5c06\u5728\u5185\u90e8\u5efa\u90206\u82589000 teu\u7532\u9187\u53cc\u71c3\u6599\u96c6\u88c5\u7bb1\u8239\uff0c\u9884\u8ba1\u5c06\u57282026\u5e74\u81f32027\u5e74\u4e4b\u95f4\u4ea4\u4ed8\u3002\u5b83\u4eec\u88ab\u8bbe\u8ba1\u4e3a\u4f7f\u7528\u7eff\u8272\u7532\u9187\uff0c\u5e76\u5177\u6709\u53cc\u71c3\u6599\u53d1\u52a8\u673a\uff0c\u53ef\u4ee5\u540c\u65f6\u4f7f\u7528\u71c3\u6599\u6cb9\u548c\u7532\u9187\u3002\u65b0\u8239\u7684\u5bb9\u91cf\u8d85\u8fc79000\u4e2a\u96c6\u88c5\u7bb1\uff0c\u5c06\u53d6\u4ee3Maersk\u8239\u961f\u73b0\u6709\u7684\u8239\u53ea\uff0c\u4f5c\u4e3a\u4ed6\u4eec\u5411\u66f4\u73af\u4fdd\u9009\u62e9\u8fc7\u6e21\u7684\u627f\u8bfa\u7684\u4e00\u90e8\u5206\u3002\u636e\u62a5\u9053\uff0c\u4e0e\u4f20\u7edf\u71c3\u6599\u76f8\u6bd4\uff0c\u7eff\u8272\u7532\u9187\u80fd\u591f\u663e\u8457\u51cf\u5c11\u6c2e\u6c27\u5316\u7269\u548c\u786b\u6c27\u5316\u7269\u7684\u6392\u653e\u3002\u6b64\u5916\uff0c\u8003\u8651\u5230\u56fd\u9645\u6d77\u4e8b\u7ec4\u7ec7\u7684\u89c4\u5b9a\u6b63\u5728\u63a8\u52a8\u822a\u8fd0\u4e1a\u8d70\u5411\u8131\u78b3\uff0c\u8be5\u5408\u540c\u5f88\u53ef\u80fd\u53ea\u662f\u516c\u53f8\u9020\u8239\u672a\u6765\u4e00\u7cfb\u5217\u7532\u9187\u53cc\u71c3\u6599\u8239\u961f\u8ba2\u5355\u7684\u5f00\u59cb\u3002   <\/li><li><strong>\u56de\u5934\u5ba2\u3002<\/strong>6\u670825\u65e5\uff0c\u516c\u53f8\u5ba3\u5e03\u4eceKlaveness combined Carriers\u516c\u53f8\u83b7\u5f97\u4e00\u4efd\u5408\u540c\uff0c\u5efa\u9020\u4e09\u825883,300DWT\u7b2c\u4e09\u4ee3CABU\u8239\uff0c\u8ba1\u5212\u57282026\u5e74\u4ea4\u4ed8\u3002\u6bcf\u8258\u8239\u7684\u5408\u540c\u4ef7\u683c\u4e3a5,640\u4e07\u7f8e\u5143\uff0c\u4f30\u8ba1\u6bcf\u8258\u8239\u7684\u4ea4\u4ed8\u6210\u672c\u7ea6\u4e3a6,050\u4e07\u7f8e\u5143\uff0c\u5305\u62ec\u96f6\u6392\u653e\u51c6\u5907\u548c\u9020\u8239\u5382\u76d1\u7763\u6210\u672c\u3002\u8fd9\u4e9b\u7ec4\u5408\u8fd0\u8f93\u8239\u53ef\u4ee5\u8fd0\u8f93\u5e72\u6e7f\u8d27\u7269\uff0c\u4e0e\u5355\u4e00\u7528\u9014\u8239\u8236\u76f8\u6bd4\uff0c\u63d0\u4f9b\u66f4\u9ad8\u7684\u64cd\u4f5c\u6548\u7387\u3002\u65b0\u8239\u5c06\u91c7\u7528\u8282\u80fd\u89e3\u51b3\u65b9\u6848\uff0c\u5982\u98ce\u529b\u8f85\u52a9\u63a8\u8fdb\uff0c\u5c06\u603b\u4e8c\u6c27\u5316\u78b3\u6392\u653e\u91cf\u51cf\u5c11\u7ea635%\u3002\u8be5\u5408\u540c\u6807\u5fd7\u7740Klaveness\u8054\u5408\u627f\u8fd0\u4eba\u7684\u91cd\u590d\u8ba2\u5355\uff0c\u51f8\u663e\u4e86\u5bf9\u516c\u53f8\u4ea4\u4ed8\u80fd\u529b\u7684\u4fe1\u4efb\u3002   <\/li><li><strong>\u5e74\u521d\u81f3\u4eca\u8ba2\u5355\u91cf\u8fbe\u5230\u5168\u5e74\u76ee\u6807\u3002<\/strong>\u622a\u81f36\u670826\u65e5\uff0cYZJ\u9020\u8239\u516c\u53f8\u5df2\u7ecf\u83b7\u5f97\u4e86\u603b\u517137\u8258\u8239\u7684\u8ba2\u5355\u3002\u8fc4\u4eca\u4e3a\u6b62\uff0c\u8be5\u516c\u53f8\u5df2\u83b7\u5f9769\u8258\u8239\u7684\u8ba2\u5355\uff0c\u603b\u4ef7\u503c56\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u4e862023\u5e7430\u4ebf\u7f8e\u5143\u7684\u76ee\u6807\u3002\u6839\u636e\u65b0\u52a0\u5761\u8bc1\u5238\u4ea4\u6613\u6240\u7684\u4e00\u4efd\u6587\u4ef6\uff0c\u8fd9\u4f7f\u5f97\u626c\u5b50\u6c5f\u8239\u5382\u7684\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230\u4e86\u6709\u53f2\u4ee5\u6765\u6700\u9ad8\u7684146\u4ebf\u7f8e\u5143\uff0c\u5171180\u8258\u8239\u3002\u5176\u4e2d\uff0c\u96c6\u88c5\u7bb1\u823916\u8258\uff0c\u6cb9\u8f6e11\u8258\uff0c\u6563\u8d27\u823910\u8258\u3002   <\/li><li><strong>\u200b\u200b22\u8d22\u5e74\u4e1a\u56de\u987e\u3002<\/strong>22\u8d22\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f24%\u81f3\u4eba\u6c11\u5e01207\u4ebf\u5143\u3002\u51c0\u5229\u6da6(\u9664\u6295\u8d44\u5916)\u540c\u6bd4\u589e\u957f33%\u81f3\u4eba\u6c11\u5e0126\u4ebf\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-755.png\" alt=\"\" class=\"wp-image-29394\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-755.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-755-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u80a1\u4ef7\u4e0e\u4eba\u6c11\u5e01\u4ef7\u683c\u8d70\u52bf\u6bd4\u8f83<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  <img decoding=\"async\" width=\"1276\" height=\"793\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-756.png\" class=\"wp-image-29395\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-756.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-756-300x186.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-756-1024x636.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-756-768x477.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/>\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-757.png\" alt=\"\" class=\"wp-image-29396\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-757.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-757-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-757-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-757-768x486.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/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-29352-_21f2psidus29\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-758.png\" class=\"wp-image-29397\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-758.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-758-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><a id=\"post-29352-_3hniz1rierr2\"><\/a><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29352-_kxa470705zn4\"><\/a><strong>\u5eb7\u798f\u5fb7\u9ad8 (CD SP)\uff1a\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\uff1a1.15\uff0c\u76ee\u6807\u4ef7\uff1a1.25\uff0c\u6b62\u635f\u4ef7\uff1a1.10<\/strong>   <\/li><li>\u5eb7\u798f\u5fb7\u9ad8\u516c\u53f8\u63d0\u4f9b\u9646\u8def\u8fd0\u8f93\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5df4\u58eb\u3001\u51fa\u79df\u8f66\u3001\u94c1\u8def\u3001\u6c7d\u8f66\u79df\u8d41\u3001\u6c7d\u8f66\u5de5\u7a0b\u670d\u52a1\u3001\u68c0\u9a8c\u548c\u6d4b\u8bd5\u670d\u52a1\u3001\u9a7e\u9a76\u4e2d\u5fc3\u3001\u4fdd\u9669\u7ecf\u7eaa\u670d\u52a1\u548c\u6237\u5916\u5e7f\u544a\u3002   <\/li><li><strong>\u65c5\u6e38\u65fa\u5b63\u5e26\u52a8\u4e86\u4ea4\u901a\u9700\u6c42\u3002<\/strong>\u5728\u590f\u5b63\u65c5\u6e38\u65fa\u5b63\uff0c\u51fa\u79df\u8f66\u7b49\u5f85\u65f6\u95f4\u5ef6\u957f\u3002\u968f\u7740\u8d8a\u6765\u8d8a\u591a\u7684\u5458\u5de5\u8fd4\u56de\u529e\u516c\u5ba4\uff0c\u8fd9\u63d0\u632f\u4e86\u5df2\u7ecf\u4ece\u75ab\u60c5\u4e2d\u6062\u590d\u8fc7\u6765\u7684\u65b0\u52a0\u5761\u56fd\u5185\u5bf9\u79c1\u4eba\u4ea4\u901a\u5de5\u5177\u7684\u9700\u6c42\u3002\u53f8\u673a\u7684\u4f9b\u5e94\u8ddf\u4e0d\u4e0a\u79c1\u4eba\u4ea4\u901a\u9700\u6c42\u7684\u589e\u957f\u3002\u7531\u4e8e\u6253\u8f66\u4e58\u5ba2\u7b49\u5f85\u65f6\u95f4\u8fc7\u957f\uff0c\u79c1\u4eba\u53f8\u673a\u7684\u4f9b\u5e94\u4ec5\u4e3a\u75ab\u60c5\u524d\u6c34\u5e73\u768480%\u5de6\u53f3\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5eb7\u798f\u5fb7\u9ad8\u80a1\u4ef7\u5b63\u8282\u6027\u8d8b\u52bf<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1647\" height=\"959\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-759.png\" alt=\"\" class=\"wp-image-29398\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-759.png 1647w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-759-300x175.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-759-1024x596.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-759-768x447.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-759-1536x894.png 1536w\" sizes=\"(max-width: 1647px) 100vw, 1647px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u65b0\u52a0\u5761\u65c5\u5ba2\u6570\u91cf\u8d8b\u52bf<\/strong>\n<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  <img loading=\"lazy\" decoding=\"async\" width=\"1878\" height=\"674\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-760.png\" class=\"wp-image-29399\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-760.png 1878w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-760-300x108.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-760-1024x368.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-760-768x276.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-760-1536x551.png 1536w\" sizes=\"(max-width: 1878px) 100vw, 1878px\" \/>\n  (Source: Singapore Tourism Analytics Network)\n<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u66f4\u9ad8\u5e73\u53f0\u8d39\u7528\u9700\u6c42\u589e\u957f\u4e2d\u63a8\u52a8\u9500\u552e\u3002<\/strong>\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u8ba1\u5212\u4ece2023\u5e747\u67081\u65e5\u8d77\uff0c\u5bf9\u901a\u8fc7\u5176Zig\u5e94\u7528\u7a0b\u5e8f\u9884\u8ba2\u7684\u51fa\u79df\u8f66\u548c\u79c1\u4eba\u79df\u8f66\u6536\u53d670\u65b0\u5206\u7684\u9644\u52a0\u8d39\u3002\u5f15\u5165\u5e73\u53f0\u8d39\u7684\u76ee\u7684\u662f\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4ed6\u4eec\u70b9\u5bf9\u70b9\u8fd0\u8f93\u670d\u52a1\u7684\u8d28\u91cf\u3002\u901a\u8fc7\u5b9e\u65bd\u8fd9\u4e00\u989d\u5916\u8d39\u7528\uff0c\u516c\u53f8\u7684\u76ee\u6807\u662f\u5229\u7528\u9ad8\u5cf0\u65c5\u884c\u671f\u95f4\u5bf9\u51fa\u79df\u8f66\u7684\u9700\u6c42\u589e\u52a0\uff0c\u6700\u7ec8\u63d0\u9ad8\u4ed6\u4eec\u7684\u9500\u552e\u3002\n  <\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u589e\u957f7.94%\uff0c\u81f337.08\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a35.02\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f40.7%\uff0c\u81f31.731\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a1.230\u4ebf\u65b0\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f37.99\u65b0\u5206\uff08\u540c\u6bd4\u589e\u957f40.7%\uff09\uff0c\u800c2021\u8d22\u5e74\u4e3a5.68\u65b0\u5206\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-761.png\" alt=\"\" class=\"wp-image-29400\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-761.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-761-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-762.png\" alt=\"\" class=\"wp-image-29401\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-762.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-762-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-762-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-762-768x486.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/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-29352-_jq25f5ud8fpv\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-763.png\" class=\"wp-image-29402\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-763.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-763-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-29352-_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-764.png\" class=\"wp-image-29403\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-764.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-764-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29352-_l8xjnzcz5dhy\"><\/a><a id=\"post-29352-_ihtmz6bmowsi\"><\/a><a id=\"post-29352-_swukc12ceirp\"><\/a><strong>\u5156\u77ff\u80fd\u6e90 (1171 HK)\uff1a\u7164\u70ad\u7684\u5b63\u8282\u6027\u9700\u6c42\u9ad8\u5cf0<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a16.0\uff0c\u76ee\u6807\u4ef7\uff1a17.8\uff0c\u6b62\u635f\u4ef7\uff1a15.1<\/strong>   <\/li><li>\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4f4d\u4e8e\u4e2d\u56fd\u7684\u4ee5\u7164\u70ad\u3001\u7164\u5316\u5de5\u4e3a\u57fa\u7840\u7684\u56fd\u9645\u6027\u7efc\u5408\u80fd\u6e90\u516c\u53f8\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u901a\u8fc7\u4e94\u4e2a\u90e8\u95e8\u5f00\u5c55\u4e1a\u52a1\u3002\u91c7\u77ff\u4e1a\u52a1\u90e8\u95e8\u4ece\u4e8b\u5730\u4e0b\u53ca\u9732\u5929\u7164\u70ad\u5f00\u91c7\u3001\u6d17\u9009\u52a0\u5de5\u53ca\u9500\u552e\u548c\u94be\u77ff\u52d8\u63a2\u3002\u667a\u6167\u7269\u6d41\u90e8\u95e8\u63d0\u4f9b\u94c1\u8def\u8fd0\u8f93\u670d\u52a1\u3002\u7535\u529b\u53ca\u4f9b\u70ed\u4e1a\u52a1\u90e8\u95e8\u63d0\u4f9b\u7535\u529b\u548c\u76f8\u5173\u4f9b\u70ed\u4e1a\u52a1\u3002\u88c5\u5907\u5236\u9020\u90e8\u95e8\u4ece\u4e8b\u7efc\u5408\u7164\u70ad\u5f00\u91c7\u548c\u6316\u6398\u8bbe\u5907\u7684\u5236\u9020\u3002\u5316\u5de5\u4ea7\u54c1\u90e8\u95e8\u4ece\u4e8b\u5316\u5de5\u4ea7\u54c1\u7684\u751f\u4ea7\u53ca\u9500\u552e\u3002\u8be5\u516c\u53f8\u7164\u70ad\u4ea7\u54c1\u4e3b\u8981\u5305\u62ec\u52a8\u529b\u7164\u3001\u55b7\u5439\u7164\uff08PCI\uff09\u3001\u7126\u7164\uff0c\u9002\u7528\u4e8e\u7535\u529b\u3001\u51b6\u91d1\u53ca\u5316\u5de5\u7b49\u884c\u4e1a\u3002\u7164\u70ad\u4ea7\u54c1\u4e3b\u8981\u5e02\u573a\u5305\u62ec\u4e2d\u56fd\u7684\u534e\u4e1c\u3001\u534e\u5317\u3001\u534e\u5357\u3001\u897f\u5317\u7b49\u5730\u533a\u53ca\u65e5\u672c\u3001\u97e9\u56fd\u3001\u65b0\u52a0\u5761\u3001\u6fb3\u5927\u5229\u4e9a\u7b49\u56fd\u5bb6\u3002\u7164\u5316\u5de5\u4ea7\u54c1\u4e3b\u8981\u5305\u62ec\u7532\u9187\u3001\u4e59\u4e8c\u9187\u3001\u918b\u9178\u3001\u918b\u9178\u4e59\u916f\u3001\u7c97\u6db2\u4f53\u8721\u7b49\uff0c\u4e3b\u8981\u9500\u5f80\u4e2d\u56fd\u7684\u534e\u5317\u3001\u534e\u4e1c\u3001\u897f\u5317\u7b49\u5730\u533a\u3002   <\/li><li><strong>\u708e\u70ed\u7684\u5929\u6c14\u63a8\u52a8\u4e86\u5bf9\u7164\u70ad\u7684\u9700\u6c42\u3002<\/strong>\u6700\u8fd1\uff0c\u4e2d\u56fd\u6c14\u8c61\u5c40\u91c7\u53d6\u4e86\u884c\u52a8\uff0c\u4ee5\u5e94\u5bf9\u9884\u8ba1\u5728\u672a\u6765\u51e0\u5929\u5c06\u5f71\u54cd\u5168\u56fd\u5927\u90e8\u5206\u5730\u533a\u7684\u9ad8\u6e29\u548c\u66b4\u96e8\u7684\u9884\u6d4b\u3002\u9996\u90fd\u5317\u4eac\u5c06\u708e\u70ed\u5929\u6c14\u9884\u8b66\u63d0\u5347\u81f3\u6700\u9ad8\u7ea7\u522b\uff0c\u88ab\u6307\u5b9a\u4e3a\u7ea2\u8272\uff0c\u8fd9\u662f\u81ea2015\u5e746\u6708\u91c7\u7528\u65b0\u7684\u5206\u7c7b\u7cfb\u7edf\u4ee5\u6765\u9996\u6b21\u53d1\u5e03\u6b64\u7c7b\u9884\u8b66\u3002\u968f\u7740\u4e2d\u56fd\u6d88\u8d39\u8005\u4e3a\u8eb2\u907f\u708e\u70ed\u5929\u6c14\u800c\u7528\u7535\u6fc0\u589e\uff0c\u9884\u8ba1\u8fd9\u5c06\u63a8\u9ad8\u5bf9\u7164\u70ad\u7684\u9700\u6c42\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u52a8\u529b\u7164\u4ef7\u683c\u8d70\u52bf<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"793\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-765.png\" alt=\"\" class=\"wp-image-29404\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-765.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-765-300x186.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-765-1024x636.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-765-768x477.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>\u5373\u5c06\u4e3e\u884c\u7684\u5927\u4f1a\u3002\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u5c06\u4e8e2023\u5e746\u670830\u65e5\u4e3e\u884c\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\uff0c\u80a1\u4e1c\u5c06\u5c31\u6536\u8d2d\u9c81\u897f\u77ff\u4e1a51%\u80a1\u6743\u548c\u65b0\u7586\u80fd\u534e51%\u80a1\u6743\u8fdb\u884c\u6295\u7968\u3002\u516c\u53f8\u63d0\u5230\uff0c\u62df\u6536\u8d2d\u4f18\u8d28\u8d44\u4ea7\u548c\u63a7\u5236\u751f\u4ea7\u4e2d\u7684\u6210\u719f\u77ff\u5c71\u662f\u4e3a\u4e86\u5b9e\u73b0\u6536\u5165\u6d41\u5165\u5408\u5e76\u8d22\u52a1\u62a5\u8868\u3002\u6210\u529f\u6536\u8d2d\u8fd9\u4e9b\u8d44\u4ea7\u5c06\u63d0\u5347\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u7684\u751f\u4ea7\u80fd\u529b\uff0c\u9c81\u897f\u77ff\u4e1a\u548c\u65b0\u7586\u80fd\u534e\u57282022\u5e74\u5b9e\u73b0\u7164\u70ad\u603b\u4ea7\u91cf3,181\u4e07\u5428\uff0c\u9884\u8ba1\u52302025\u5e74\u5c06\u8fbe\u52303,989\u4e07\u5428\u7684\u4ea7\u80fd\u3002   <\/li><li><strong>23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8425\u4e1a\u6536\u5165\u589e\u81f3\u4eba\u6c11\u5e01444\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f7.82%\uff0c\u800c2012\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01412\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768467\u4ebf\u5143\u964d\u81f323\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768456\u4ebf\u5143\u3002\u62a5\u544a\u6bcf\u80a1\u6536\u76ca\u4e3a1.16\u5143\uff0c\u540c\u6bd4\u4e0b\u964d\u3002   <\/li><li><strong>\u9ad8\u80a1\u606f\u7387\u3002<\/strong>23\/24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u7387\u5206\u522b\u4e3a15.5%\/14.5%\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-766.png\" alt=\"\" class=\"wp-image-29405\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-766.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-766-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29352-_gj67b6unz4i5\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"787\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-767.png\" class=\"wp-image-29406\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-767.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-767-300x193.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-767-1024x657.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-767-768x493.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/strong><\/h3>\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-29352-_v0tgrq7sbyi8\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-768.png\" class=\"wp-image-29407\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-768.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-768-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29352-_pq2wpjuctz9z\"><\/a><a id=\"post-29352-_lt3svwduwzzb\"><\/a><strong>\u534e\u6da6\u7535\u529b (836 HK)\uff1a\u70ed\u6d6a\u6765\u88ad<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a16.0\uff0c\u76ee\u6807\u4ef7\uff1a17.8\uff0c\u6b62\u635f\u4ef7\uff1a15.1<\/strong>   <\/li><li>\u534e\u6da6\u7535\u529b\u63a7\u80a1\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u7535\u5382\u7684\u6295\u8d44\u3001\u5f00\u53d1\u53ca\u7ecf\u8425\u4e1a\u52a1\u7684\u9999\u6e2f\u6295\u8d44\u63a7\u80a1\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u5927\u5206\u90e8\u8fd0\u8425\u3002\u706b\u529b\u53d1\u7535\u5206\u90e8\u4ece\u4e8b\u71c3\u7164\u7535\u5382\u53ca\u71c3\u6c14\u7535\u5382\u7684\u6295\u8d44\u3001\u5f00\u53d1\u3001\u7ecf\u8425\u53ca\u7ba1\u7406\u4e1a\u52a1\u4ee5\u53ca\u70ed\u529b\u53ca\u7535\u529b\u9500\u552e\u4e1a\u52a1\u3002\u53ef\u518d\u751f\u80fd\u6e90\u5206\u90e8\u4ece\u4e8b\u98ce\u529b\u53d1\u7535\u3001\u6c34\u529b\u53d1\u7535\u53ca\u5149\u4f0f\u53d1\u7535\u4ee5\u53ca\u7535\u529b\u9500\u552e\u4e1a\u52a1\u3002\u7164\u77ff\u5f00\u91c7\u5206\u90e8\u4ece\u4e8b\u7164\u77ff\u5f00\u91c7\u53ca\u7164\u70ad\u9500\u552e\u4e1a\u52a1\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u5f00\u5c55\u4e1a\u52a1\u3002   <\/li><li><strong>\u9884\u8ba1\u6c14\u6e29\u4f1a\u66f4\u9ad8\u3002<\/strong>\u4e0a\u5468\u4e94\uff0c\u4e2d\u56fd\u6c14\u8c61\u5c40\u91c7\u53d6\u4e86\u884c\u52a8\uff0c\u4ee5\u5e94\u5bf9\u9884\u8ba1\u5728\u672a\u6765\u51e0\u5929\u5c06\u5f71\u54cd\u5168\u56fd\u5927\u90e8\u5206\u5730\u533a\u7684\u9ad8\u6e29\u548c\u66b4\u96e8\u7684\u9884\u6d4b\u3002\u9996\u90fd\u5317\u4eac\u5c06\u708e\u70ed\u5929\u6c14\u9884\u8b66\u63d0\u5347\u81f3\u6700\u9ad8\u7ea7\u522b\uff0c\u88ab\u6307\u5b9a\u4e3a\u7ea2\u8272\uff0c\u8fd9\u662f\u81ea2015\u5e746\u6708\u91c7\u7528\u65b0\u7684\u5206\u7c7b\u7cfb\u7edf\u4ee5\u6765\u9996\u6b21\u53d1\u5e03\u6b64\u7c7b\u9884\u8b66\u3002\u6b64\u5916\uff0c\u5929\u6d25\u3001\u6cb3\u5317\u548c\u5c71\u4e1c\u7b49\u7701\u7684\u8457\u540d\u6c14\u8c61\u7ad9\u5728\u6b64\u524d\u7684\u5468\u56db\u7ecf\u5386\u4e86\u524d\u6240\u672a\u6709\u7684\u9ad8\u6e29\u3002\u6839\u636e\u56fd\u5bb6\u6c14\u8c61\u5c40\u7684\u9884\u62a5\uff0c\u5317\u4eac\u3001\u5929\u6d25\u3001\u534e\u5317\u5176\u4ed6\u5730\u533a\u4ee5\u53ca\u6cb3\u5357\u548c\u5b89\u5fbd\u90e8\u5206\u5730\u533a\u7684\u70ed\u6d6a\u9884\u8ba1\u5c06\u6301\u7eed10\u5929\u3002   <\/li><li><strong>\u7164\u70ad\u4ef7\u683c\u4e0b\u964d\u3002<\/strong>\u5168\u7403\u7164\u70ad\u4ef7\u683c\u7684\u4e0b\u8dcc\u9884\u8ba1\u5c06\u7ed9\u8be5\u516c\u53f8\u7684\u71c3\u7164\u7535\u5382\u548c\u71c3\u6c14\u7535\u5382\u5e26\u6765\u91cd\u5927\u597d\u5904\u3002\u968f\u7740\u7164\u70ad\u4ef7\u683c\u964d\u81f3\u6bcf\u5428130\u7f8e\u5143\u5de6\u53f3\u7684\u4e24\u5e74\u4f4e\u70b9\uff0c\u71c3\u7164\u7535\u5382\u7684\u4f4e\u71c3\u6599\u6210\u672c\u8f6c\u5316\u4e3a\u66f4\u9ad8\u7684\u76c8\u5229\u80fd\u529b\u548c\u5e02\u573a\u7ade\u4e89\u4f18\u52bf\u3002\u867d\u7136\u534e\u6da6\u7535\u529b\u786e\u5b9e\u62e5\u6709\u81ea\u5df1\u7684\u7164\u70ad\u751f\u4ea7\u5de5\u5382\uff0c\u4f46\u4e2d\u56fd\u590f\u5b63\u7684\u80fd\u6e90\u6d88\u8017\u901a\u5e38\u4f1a\u98d9\u5347\uff0c\u8fd9\u610f\u5473\u7740\u8be5\u516c\u53f8\u5c06\u9700\u8981\u4ece\u5176\u4ed6\u4f9b\u5e94\u5546\u90a3\u91cc\u8d2d\u4e70\u7164\u70ad\uff0c\u4ee5\u8fdb\u4e00\u6b65\u8865\u5145\u5176\u80fd\u6e90\u751f\u4ea7\uff0c\u56e0\u6b64\u5c06\u4ece\u8f83\u4f4e\u7684\u4ef7\u683c\u4e2d\u53d7\u76ca\u3002\u6b64\u5916\uff0c\u4ef7\u683c\u7684\u53ef\u9884\u6d4b\u6027\u6709\u52a9\u4e8e\u66f4\u597d\u5730\u5236\u5b9a\u8fd0\u8425\u8ba1\u5212\uff0c\u5e76\u964d\u4f4e\u4e0e\u6ce2\u52a8\u76f8\u5173\u7684\u98ce\u9669\u3002\u4ef7\u683c\u4e0b\u8dcc\u4e5f\u4e3a\u8be5\u516c\u53f8\u7684\u71c3\u6c14\u53d1\u7535\u5382\u521b\u9020\u4e86\u673a\u4f1a\uff0c\u56e0\u4e3a\u5929\u7136\u6c14\u6210\u4e3a\u4e00\u79cd\u66f4\u5177\u6210\u672c\u6548\u76ca\u7684\u66ff\u4ee3\u80fd\u6e90\u3002\u8fd9\u79cd\u591a\u6837\u5316\u548c\u6210\u672c\u4f18\u52bf\u6709\u52a9\u4e8e\u6539\u5584\u8d22\u52a1\u4e1a\u7ee9\uff0c\u63d0\u9ad8\u5e02\u573a\u7ade\u4e89\u529b\uff0c\u5e76\u4e3a\u6d88\u8d39\u8005\u63d0\u4f9b\u6709\u7ade\u4e89\u529b\u7684\u7535\u4ef7\u3002\u603b\u4f53\u800c\u8a00\uff0c\u7164\u70ad\u4ef7\u683c\u7684\u4e0b\u8dcc\u4e3a\u516c\u53f8\u7684\u53d1\u7535\u4e1a\u52a1\u63d0\u4f9b\u4e86\u6709\u5229\u6761\u4ef6\uff0c\u63d0\u9ad8\u4e86\u76c8\u5229\u80fd\u529b\u548c\u53ef\u6301\u7eed\u6027\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u52a8\u529b\u7164\u4ef7\u683c<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"793\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-769.png\" alt=\"\" class=\"wp-image-29408\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-769.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-769-300x186.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-769-1024x636.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-769-768x477.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>\u6269\u5927\u53ef\u518d\u751f\u80fd\u6e90\u9879\u76ee\u3002<\/strong>\u6df1\u5733\u5e02\u8bc1\u5238\u4ea4\u6613\u6240\u5df2\u6279\u51c6\u534e\u6da6\u7535\u529b(CRP)\u5728\u6df1\u5733\u72ec\u7acb\u4e0a\u5e02\u5176\u53ef\u518d\u751f\u80fd\u6e90\u90e8\u95e8\u3002\u8fd9\u4e00\u51b3\u5b9a\u4f7fCRP\u80fd\u591f\u4ea7\u751f\u989d\u5916\u7684\u8d44\u91d1\uff0c\u7528\u4e8e\u652f\u6301\u8be5\u516c\u53f8\u5728\u98ce\u80fd\u548c\u592a\u9633\u80fd\u65b9\u9762\u96c4\u5fc3\u52c3\u52c3\u7684\u589e\u957f\u8ba1\u5212\u3002\u6b64\u5916\uff0c\u5355\u72ec\u4e0a\u5e02\u9884\u8ba1\u5c06\u63d0\u9ad8\u4e2d\u94a2\u8d44\u4ea7\u7684\u4f30\u503c\uff0c\u4f7f\u5176\u80a1\u4e1c\u53d7\u76ca\u3002\n  <\/li><li><strong>22\u8d22\u5e74\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u4e0a\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8%\n  <\/li><li><strong>\u5e02\u573a\u5171\u8bc6\u3002<img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/a-picture-containing-text-screenshot-font-numbe-1.png\" class=\"wp-image-29409\" alt=\"A picture containing text, screenshot, font, number\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/a-picture-containing-text-screenshot-font-numbe-1.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/a-picture-containing-text-screenshot-font-numbe-1-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong>\n  <\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29352-_im2v3zcvee5\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-770.png\" class=\"wp-image-29410\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-770.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-770-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-770-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-770-768x486.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/strong><\/h3>\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-771.png\" alt=\"\" class=\"wp-image-29411\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-771.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-771-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-29352-_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-772.png\" class=\"wp-image-29412\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-772.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-772-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-772-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29352-_vvfxpzlj2ehg\"><\/a><a id=\"post-29352-_jfobo2m1urtt\"><\/a><strong>\u60e0\u800c\u6d66 (WHR US)\uff1a\u5bb6\u7535\u9500\u552e\u590d\u82cf<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u4e70\u5165\u4ef7\uff1a146\uff0c\u76ee\u6807\u4ef7\uff1a160\uff0c\u6b62\u635f\u4ef7\uff1a139<\/strong>   <\/li><li>\u60e0\u800c\u6d66\u516c\u53f8\u751f\u4ea7\u548c\u9500\u552e\u4e3b\u8981\u7684\u5bb6\u7528\u7535\u5668\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u6d17\u8863\u7535\u5668\uff0c\u5236\u51b7\uff0c\u623f\u95f4\u7a7a\u8c03\u8bbe\u5907\uff0c\u70f9\u996a\u7535\u5668\uff0c\u6d17\u7897\u673a\uff0c\u6405\u62cc\u673a\u548c\u5176\u4ed6\u5c0f\u5bb6\u7535\u3002\u60e0\u800c\u6d66\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002\u3002   <\/li><li><strong>\u968f\u7740\u623f\u4ef7\u4e0b\u8dcc\uff0c\u7f8e\u56fd\u623f\u5c4b\u9500\u552e\u8df3\u6da8\u3002<\/strong>\u7531\u4e8e\u4e8c\u624b\u623f\u77ed\u7f3a\uff0c\u7f8e\u56fd5\u6708\u4efd\u65b0\u5355\u6237\u4f4f\u5b85\u9500\u552e\u8fbe\u5230\u8fd1\u4e00\u5e74\u534a\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7f8e\u56fd\u5546\u52a1\u90e8(\u62a5\u544a\u79f0\uff0c\u65b0\u589e\u5c31\u4e1a\u4eba\u6570\u6fc0\u589e12.2%\uff0c\u8fbe\u523076.3\u4e07\u6237\uff0c\u4e3a2022\u5e742\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u5728\u57fa\u7840\u8bbe\u65bd\u548c\u6e05\u6d01\u80fd\u6e90\u8865\u8d34\u7684\u63a8\u52a8\u4e0b\uff0c\u4eca\u5e74\u65b0\u5236\u9020\u8bbe\u65bd\u7684\u5b9e\u9645\u5efa\u8bbe\u652f\u51fa\u4e5f\u7ffb\u4e86\u4e00\u756a\u3002\u5c3d\u7ba1\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u4e0a\u5347\uff0c\u4f46\u4e1c\u5317\u90e8\u3001\u5357\u90e8\u548c\u897f\u90e8\u7684\u65b0\u5c4b\u9500\u552e\u5374\u6709\u6240\u589e\u52a0\u3002\u65b0\u623f\u4ef7\u683c\u4e2d\u4f4d\u6570\u6bd4\u53bb\u5e74\u4e0b\u964d\u4e867.6%\uff0c\u5e02\u573a\u4e0a\u7684\u623f\u5c4b\u4f9b\u5e94\u7565\u6709\u51cf\u5c11\u3002\u623f\u5730\u4ea7\u5e02\u573a\u7684\u590d\u82cf\u8ff9\u8c61\u5f88\u53ef\u80fd\u4f1a\u4fc3\u8fdb\u5bb6\u7535\u8d2d\u4e70\u7684\u589e\u52a0\u3002\u968f\u7740\u623f\u5730\u4ea7\u5e02\u573a\u7684\u6539\u5584\u548c\u65b0\u623f\u7684\u9500\u552e\u901f\u5ea6\u7684\u63d0\u9ad8\uff0c\u65b0\u623f\u4e3b\u901a\u5e38\u9700\u8981\u4e3a\u4ed6\u4eec\u7684\u623f\u5b50\u914d\u5907\u4e00\u4e9b\u57fa\u672c\u7684\u7535\u5668\uff0c\u6bd4\u5982\u51b0\u7bb1\u3001\u7089\u5b50\u3001\u6d17\u8863\u673a\u3001\u70d8\u5e72\u673a\u7b49\u7b49\u3002   <\/li><li><strong>\u6d88\u8d39\u8005\u4fe1\u5fc3\u4e0a\u5347\u3002<\/strong>\u7f8e\u56fd6\u6708\u4efd\u6d88\u8d39\u8005\u4fe1\u5fc3\u98d9\u5347\u81f3\u8fd1\u4e00\u5e74\u534a\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\uff0c\u8d85\u51fa\u9884\u671f\uff0c\u662f2022\u5e741\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u8fd9\u4e00\u589e\u957f\u572835\u5c81\u4ee5\u4e0b\u548c\u6536\u5165\u8d85\u8fc73.5\u4e07\u7f8e\u5143\u7684\u6d88\u8d39\u8005\u4e2d\u5c24\u4e3a\u660e\u663e\u3002\u5f3a\u52b2\u7684\u7ecf\u6d4e\u6307\u6807\uff0c\u5982\u6d88\u8d39\u8005\u4fe1\u5fc3\u589e\u5f3a\u3001\u65b0\u5c4b\u9500\u552e\u610f\u5916\u589e\u957f\uff0c\u4ee5\u53ca\u5bf9\u9ad8\u4ef7\u5236\u6210\u54c1\u7684\u5f3a\u52b2\u9700\u6c42\uff0c\u8ba9\u6295\u8d44\u8005\u5bf9\u6574\u4f53\u7ecf\u6d4e\u524d\u666f\u653e\u5fc3\u3002\u4f4f\u623f\u5e02\u573a\u7684\u79ef\u6781\u8d8b\u52bf\uff0c\u52a0\u4e0a\u6d88\u8d39\u8005\u4fe1\u5fc3\u7684\u589e\u5f3a\uff0c\u53ef\u80fd\u4f1a\u9f13\u52b1\u73b0\u6709\u623f\u4e3b\u6295\u8d44\u8d2d\u4e70\u65b0\u5bb6\u7535\uff0c\u4ece\u800c\u63d0\u632f\u5bb6\u7535\u884c\u4e1a\u7684\u9500\u552e\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7f8e\u56fd\u7ecf\u6d4e\u8c18\u5546\u4f1a\u6d88\u8d39\u8005\u4fe1\u5fc3\u6307\u6570<img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"804\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-773.png\" class=\"wp-image-29413\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-773.png 1276w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-773-300x189.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-773-1024x645.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-773-768x484.png 768w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/strong>\n<\/p>\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>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u4e0b\u964d6.8%\uff0c\u81f346.5\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f1.5\u4ebf\u7f8e\u5143\u3002Non-GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a2.66\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad80.49\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u5f3a\u52b2\u7684\u4e1a\u7ee9\u5f97\u76ca\u4e8e\u5317\u7f8e\u5e02\u573a\u5bf9\u5176\u51b0\u7bb1\u548c\u6d17\u8863\u673a\u7684\u5f3a\u52b2\u9700\u6c42\u3002\u5317\u7f8e\u662f\u8be5\u516c\u53f8\u6700\u5927\u7684\u5e02\u573a\u3002\u9884\u8ba123\u8d22\u5e74\u9500\u552e\u989d\u5c06\u8fbe\u5230\u7ea6194\u4ebf\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-774.png\" alt=\"\" class=\"wp-image-29414\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-774.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-774-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"787\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-775.png\" alt=\"\" class=\"wp-image-29415\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-775.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-775-300x193.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-775-1024x657.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-775-768x493.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/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-29352-_k6bubwvkl8o3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-776.png\" class=\"wp-image-29416\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-776.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-776-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-776-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29352-_xc89bftwxdui\"><\/a><strong>\u5bb6\u5f97\u5b9d (HD US)\uff1a\u7f8e\u56fd\u623f\u5730\u4ea7\u5e02\u573a\u6539\u5584<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>\u91cd\u7533\u4e70\u5165\u4ef7\uff1a305\uff0c\u76ee\u6807\u4ef7\uff1a330\uff0c\u6b62\u635f\u4ef7\uff1a295<\/strong>   <\/li><li>\u5bb6\u5f97\u5b9d\u516c\u53f8\u662f\u4e00\u5bb6\u5bb6\u88c5\u96f6\u552e\u5546\u3002\u516c\u53f8\u63d0\u4f9b\u5e7f\u6cdb\u7684\u5efa\u6750\u3001\u5bb6\u88c5\u3001\u8349\u576a\u548c\u82b1\u56ed\u4ea7\u54c1\uff0c\u5e76\u63d0\u4f9bDYI\u521b\u610f\u3001\u5b89\u88c5\u3001\u7ef4\u4fee\u548c\u5176\u4ed6\u670d\u52a1\u3002\u5bb6\u5f97\u5b9d\u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002   <\/li><li><strong>\u7f8e\u56fd\u623f\u5730\u4ea7\u5e02\u573a\u6b63\u663e\u793a\u51fa\u53ef\u80fd\u51fa\u73b0\u8f6c\u673a\u7684\u8ff9\u8c61\u3002<\/strong>5\u6708\u4efd\u623f\u5c4b\u5f00\u5de5\u7387\u7ecf\u5b63\u8282\u6027\u8c03\u6574\u540e\u5347\u81f3163.1\u4e07\u5957\uff0c\u4e3a2022\u5e744\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\uff0c\u8868\u660e\u9700\u6c42\u5f3a\u52b2\u3002\u8fd9\u4e0e4\u6708\u4efd\u7684134\u4e07\u5957\u76f8\u6bd4\u6709\u4e86\u663e\u8457\u589e\u957f\u3002\u672a\u6765\u5efa\u7b51\u8bb8\u53ef\u4e5f\u51fa\u73b0\u4e865.2%\u7684\u6b63\u589e\u957f\uff0c\u8fbe\u5230\u53bb\u5e7410\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u7f8e\u56fd\u5168\u56fd\u4f4f\u5b85\u5efa\u7b51\u5546\u534f\u4f1a\/\u5bcc\u56fd\u94f6\u884c6\u6708\u4efd\u4f4f\u623f\u5e02\u573a\u6307\u6570\u81ea2022\u5e747\u6708\u4ee5\u6765\u9996\u6b21\u5347\u81f350\u4e0a\u65b9\uff0c\u8fdb\u4e00\u6b65\u53cd\u6620\u4e86\u524d\u666f\u7684\u6539\u5584\u3002\u6b64\u5916\uff0c\u53d7\u6b22\u8fce\u768430\u5e74\u671f\u56fa\u5b9a\u62b5\u62bc\u8d37\u6b3e\u7684\u5e73\u5747\u5229\u7387\u5df2\u4ece\u53bb\u5e7411\u67087%\u4ee5\u4e0a\u7684\u9ad8\u70b9\u56de\u843d\u3002\u8fd9\u4e9b\u6570\u636e\u8868\u660e\u623f\u5730\u4ea7\u5e02\u573a\u7684\u79ef\u6781\u52bf\u5934\uff0c\u9884\u8ba1\u5c06\u5728\u4eca\u5e74\u4e0b\u534a\u5e74\u4e3a\u7f8e\u56fd\u7ecf\u6d4e\u589e\u957f\u505a\u51fa\u8d21\u732e\u3002\u867d\u7136\u8fd9\u4e9b\u8d8b\u52bf\u8868\u660e\u6709\u53ef\u80fd\u590d\u82cf\uff0c\u4f46\u91cd\u8981\u7684\u662f\u8981\u627f\u8ba4\u623f\u5730\u4ea7\u5e02\u573a\u7684\u6ce2\u52a8\u6027\uff0c\u6ca1\u6709\u6301\u7eed\u6539\u5584\u7684\u4fdd\u8bc1\u3002\u7136\u800c\uff0c\u8fd9\u4e9b\u53d1\u5c55\u53ef\u80fd\u4f1a\u5bf9\u5bb6\u5f97\u5b9d\u7684\u9500\u552e\u4ea7\u751f\u79ef\u6781\u5f71\u54cd\uff0c\u56e0\u4e3a\u5b83\u7ecf\u8425\u7684\u662f\u5bb6\u88c5\u884c\u4e1a\u3002   <\/li><li><strong>\u4f4f\u623f\u77ed\u7f3a\u95ee\u9898\u3002<\/strong>5\u6708\u4efd\uff0c\u5c3d\u7ba1\u4f9b\u5e94\u77ed\u7f3a\u548c\u9ad8\u5229\u7387\u5bfc\u81f4\u9700\u6c42\u6709\u9650\uff0c\u4f46\u7f8e\u56fd\u73b0\u623f\u9500\u552e\u4ecd\u7565\u6709\u589e\u957f\u3002\u5bf9\u5229\u7387\u53d8\u5316\u654f\u611f\u7684\u623f\u5730\u4ea7\u5e02\u573a\u53d7\u5230\u4e86\u592e\u884c\u63d0\u9ad8\u8d37\u6b3e\u5229\u7387\u4ee5\u5e94\u5bf9\u6301\u7eed\u901a\u80c0\u7684\u51b3\u5b9a\u7684\u5f71\u54cd\u3002\u6b64\u5916\uff0c\u53ef\u4f9b\u51fa\u552e\u7684\u623f\u5c4b\u6570\u91cf\u660e\u663e\u4f4e\u4e8e\u75ab\u60c5\u524d\u3002\u5206\u6790\u5e08\u89c2\u5bdf\u5230\uff0c\u5728\u5229\u7387\u4e0a\u5347\u540e\uff0c\u62b5\u62bc\u8d37\u6b3e\u7533\u8bf7\u6570\u91cf\u6709\u6240\u4e0b\u964d\uff0c\u8fd9\u8868\u660e\u5728\u4e0d\u4e45\u7684\u5c06\u6765\uff0c\u623f\u5c4b\u9500\u552e\u53ef\u80fd\u4f1a\u7ee7\u7eed\u4f4e\u8ff7\u3002\u5168\u7f8e\u623f\u5730\u4ea7\u7ecf\u7eaa\u4eba\u534f\u4f1a(National Association of Realtors)\u62a5\u544a\u79f0\uff0c5\u6708\u6210\u5c4b\u9500\u552e\u8f834\u6708\u589e\u957f0.2%\uff0c\u7ecf\u5b63\u8282\u6027\u56e0\u7d20\u8c03\u6574\u540e\u4e3a430\u4e07\u5957\uff0c\u4f46\u4e0e\u53bb\u5e74\u540c\u671f\u76f8\u6bd4\uff0c\u9500\u552e\u4e0b\u964d\u4e8620.4%\u3002   <\/li><li><strong>\u5bfb\u6c42\u6539\u5584\u3002<\/strong>\u4f4f\u623f\u5e02\u573a\u7684\u77ed\u7f3a\u5bfc\u81f4\u623f\u4ef7\u98de\u6da8\uff0c\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u9ad8\u4f01\u8fdb\u4e00\u6b65\u52a0\u5267\u4e86\u8fd9\u4e00\u5c40\u9762\u3002\u56e0\u6b64\uff0c\u8bb8\u591a\u623f\u4e3b\u53ef\u80fd\u4f1a\u9009\u62e9\u6539\u5584\u73b0\u6709\u623f\u5c4b\uff0c\u800c\u4e0d\u662f\u8d2d\u4e70\u65b0\u623f\u3002\u8fd9\u79cd\u6d88\u8d39\u8005\u884c\u4e3a\u7684\u8f6c\u53d8\u53ef\u5f52\u56e0\u4e8e\u4f4f\u623f\u9009\u62e9\u7684\u6709\u9650\u6027\u548c\u6210\u672c\u7684\u589e\u52a0\u3002\u623f\u4e3b\uff0c\u9762\u5bf9\u81a8\u80c0\u7684\u4ef7\u683c\u548c\u6709\u9650\u7684\u9009\u62e9\uff0c\u53ef\u80fd\u4f1a\u6295\u8d44\u4e8e\u88c5\u4fee\uff0c\u6539\u9020\u548c\u5bb6\u5ead\u6539\u5584\u9879\u76ee\uff0c\u4ee5\u63d0\u9ad8\u4ed6\u4eec\u7684\u751f\u6d3b\u7a7a\u95f4\u3002\u8fd9\u4e00\u8d8b\u52bf\u9884\u8ba1\u5c06\u63a8\u52a8\u5bb6\u5f97\u5b9d(Home Depot)\u7b49\u516c\u53f8\u63d0\u4f9b\u7684\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u9500\u552e\u589e\u52a0\uff0c\u56e0\u4e3a\u623f\u4e3b\u5bfb\u6c42\u5347\u7ea7\u4ed6\u4eec\u7684\u623f\u4ea7\uff0c\u800c\u4e0d\u662f\u8fdb\u5165\u7ade\u4e89\u6fc0\u70c8\u4e14\u6602\u8d35\u7684\u623f\u5730\u4ea7\u5e02\u573a\u3002\u7531\u4e8e\u4f4f\u623f\u5e02\u573a\u4f9b\u5e94\u6709\u9650\uff0c\u4ef7\u683c\u98d9\u5347\uff0c\u5bf9\u5bb6\u5c45\u88c5\u4fee\u7684\u5173\u6ce8\u4e3a\u623f\u4e3b\u63d0\u4f9b\u4e86\u53e6\u4e00\u79cd\u9009\u62e9\uff0c\u4ee5\u521b\u9020\u4ed6\u4eec\u60f3\u8981\u7684\u751f\u6d3b\u7a7a\u95f4\uff0c\u5e76\u4fc3\u8fdb\u4e86\u4e13\u95e8\u4ece\u4e8b\u5bb6\u5c45\u88c5\u4fee\u4ea7\u54c1\u548c\u670d\u52a1\u7684\u4f01\u4e1a\u7684\u589e\u957f\u3002   <\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>30\u5e74\u7f8e\u56fd\u4f4f\u623f\u62b5\u62bc\u8d37\u6b3e\u5229\u7387<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1161\" height=\"681\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-777.png\" alt=\"\" class=\"wp-image-29417\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-777.png 1161w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-777-300x176.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-777-1024x601.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-777-768x450.png 768w\" sizes=\"(max-width: 1161px) 100vw, 1161px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7f8e\u56fd\u5168\u56fd\u623f\u5730\u4ea7\u7ecf\u7eaa\u4eba\u534f\u4f1a\u73b0\u6709\u623f\u5c4b\u9500\u552e\u603b\u989d<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"776\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-778.png\" alt=\"\" class=\"wp-image-29418\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-778.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-778-300x190.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-778-1024x648.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-778-768x486.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/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>\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u8425\u6536\u540c\u6bd4\u4e0b\u964d4.2%\uff0c\u81f3373\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e10.4\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a3.82\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.03\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-779.png\" alt=\"\" class=\"wp-image-29419\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-779.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-779-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1226\" height=\"787\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-780.png\" alt=\"\" class=\"wp-image-29420\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-780.png 1226w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-780-300x193.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-780-1024x657.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-780-768x493.png 768w\" sizes=\"(max-width: 1226px) 100vw, 1226px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\">^ Back To Top<\/a> <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29352-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-781.png\" class=\"wp-image-29421\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-781.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-781-300x64.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-782.png\" alt=\"\" class=\"wp-image-29422\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-782.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-782-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-782-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29352-_fginbsn8cd1z\"><\/a><a id=\"post-29352-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"353\" src=\"https:\/\/lh4.googleusercontent.com\/ieCXi9rLq0iTQISkvMIX8tEQ-MkyRmzIcDp7dnjbKtZWwmpZhXzK1JhngmcF2ZOnKozwWd4GHkuQmamQqeBbyNHEWLjeOE0liJ8d4d4Urkj5QK7YiHKYheVZMgRYHfJNAhabKS1CmgpcBkXav4fDH0c\"><\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>   1. <a href=\"https:\/\/www.reuters.com\/markets\/us\/futures-edge-higher-banks-rise-after-stress-test-results-2023-06-29\/\"><\/a><a href=\"https:\/\/www.reuters.com\/markets\/us\/futures-edge-higher-banks-rise-after-stress-test-results-2023-06-29\/\">Dow, S&P gain with bank rally countering rate worries<\/a><\/p><\/td><\/tr><tr><td><p>   2. <a href=\"https:\/\/www.reuters.com\/markets\/rates-bonds\/us-yield-curve-inversions-deepen-fed-signals-higher-rates-2023-06-29\/\">US yield curve inversions deepen on hawkish Fed, strong data<\/a> <\/p><\/td><\/tr><tr><td><p>   3. <a href=\"https:\/\/www.reuters.com\/markets\/us\/us-weekly-jobless-claims-fall-first-quarter-gdp-revised-higher-2023-06-29\/\">US weekly jobless claims post biggest drop in 20 months as economy shows stamina<\/a><\/p><\/td><\/tr><tr><td><p>   4. <a href=\"https:\/\/www.reuters.com\/markets\/us\/us-regulators-ask-lenders-work-with-stressed-commercial-real-estate-firms-2023-06-29\/\">US regulators ask lenders to work with stressed commercial real estate firms<\/a> <\/p><\/td><\/tr><tr><td><p>   5. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/better-supervision-needed-after-bank-failures-us-fed-chair\">Better supervision needed after bank failures: US Fed chair<\/a> <\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-784.png\" alt=\"\" class=\"wp-image-29424\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-784.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-784-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-29352-_qqv3rtx8nazp\"><\/a><a id=\"post-29352-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1154\" height=\"681\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-785.png\" alt=\"\" class=\"wp-image-29425\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-785.png 1154w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-785-300x177.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-785-1024x604.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-785-768x453.png 768w\" sizes=\"(max-width: 1154px) 100vw, 1154px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table><tbody><tr><td><p><strong><br>News Feed<\/strong>\n<\/p><\/td><\/tr><tr><td><p>\n  1. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/big-china-stimulus-isnt-coming-says-former-imf-official\">Big China stimulus isn\u2019t coming, says former IMF official<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  2. <a href=\"https:\/\/www.businesstimes.com.sg\/international\/chinas-factory-activity-seen-contracting-third-month-june-poll\">China\u2019s factory activity seen contracting for third month in June: poll<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  3. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/china-steel-exports-seen-surging-seven-year-high-home-demand-wilts\">China steel exports seen surging to seven-year high as home demand wilts<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  4. <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/energy-commodities\/chinas-renewable-mega-bases-face-hurdles-even-sector-charges\">China\u2019s renewable \u2018mega\u2019 bases face hurdles even as sector charges ahead<\/a>\n<\/p><\/td><\/tr><tr><td><p>\n  5. <a href=\"https:\/\/thehill.com\/policy\/international\/4072777-china-tells-us-to-lift-sanctions-to-reopen-high-level-military-talks\/\">China tells US to lift sanctions to reopen high-level military talks<\/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-786.png\" alt=\"\" class=\"wp-image-29426\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-786.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-786-300x64.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-787.png\" alt=\"\" class=\"wp-image-29427\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-787.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-787-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Cut loss on Alphabet (GOOG US) at US$118. Add Yangzijiang Shipbuilding (YZJSGD SP) at S$1.43.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"477\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-788.png\" alt=\"\" class=\"wp-image-29428\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-788.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-788-300x152.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2023\/06\/word-image-788-768x388.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 \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP)\uff1a\u53cc\u91cd\u5229\u597d\u2014\u2014\u521b\u7eaa\u5f55\u7684\u8ba2\u5355\u548c\u75b2\u8f6f\u7684\u4eba\u6c11\u5e01 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.43\uff0c\u76ee\u6807\u4ef7\uff1a1.57\uff0c\u6b62\u635f\u4ef7\uff1a1.36 \u626c\u5b50\u6c5f\u8239\u4e1a\u63a7\u80a1\u6709\u9650\u516c\u53f8\u751f\u4ea7\u5404\u7c7b\u8239\u8236\u3002\u8be5\u516c\u53f8\u751f\u4ea7\u5404\u79cd\u5404\u6837\u7684\u5546\u8239\u3001\u5c0f\u578b\u6563\u8d27\u8239\u3001\u591a\u7528\u9014\u8d27\u8239\u3001\u96c6\u88c5\u7bb1\u8239\u3001\u5316\u5b66\u54c1\u6cb9\u8f6e\u3001\u6d77\u4e0a\u8865\u7ed9\u8239\u3001\u6551\u63f4\u548c\u6253\u635e\u8239\u4ee5\u53ca\u8d77\u91cd\u8239\u3002 \u83b7\u5f97\u5efa\u90206\u8258\u4e2d\u578b\u96c6\u88c5\u7bb1\u8239\u7684\u5408\u540c\u3002\u516c\u53f8\u521a\u521a\u4e0eA.P. Moller-Maersk\u7b7e\u8ba2\u4e86\u4e00\u4efd\u5408\u540c\uff0c\u5c06\u5728\u5185\u90e8\u5efa\u90206\u82589000 teu\u7532\u9187\u53cc\u71c3\u6599\u96c6\u88c5\u7bb1\u8239\uff0c\u9884\u8ba1\u5c06\u57282026\u5e74\u81f32027\u5e74\u4e4b\u95f4\u4ea4\u4ed8\u3002\u5b83\u4eec\u88ab\u8bbe\u8ba1\u4e3a\u4f7f\u7528\u7eff\u8272\u7532\u9187\uff0c\u5e76\u5177\u6709\u53cc\u71c3\u6599\u53d1\u52a8\u673a\uff0c\u53ef\u4ee5\u540c\u65f6\u4f7f\u7528\u71c3\u6599\u6cb9\u548c\u7532\u9187\u3002\u65b0\u8239\u7684\u5bb9\u91cf\u8d85\u8fc79000\u4e2a\u96c6\u88c5\u7bb1\uff0c\u5c06\u53d6\u4ee3Maersk\u8239\u961f\u73b0\u6709\u7684\u8239\u53ea\uff0c\u4f5c\u4e3a\u4ed6\u4eec\u5411\u66f4\u73af\u4fdd\u9009\u62e9\u8fc7\u6e21\u7684\u627f\u8bfa\u7684\u4e00\u90e8\u5206\u3002\u636e\u62a5\u9053\uff0c\u4e0e\u4f20\u7edf\u71c3\u6599\u76f8\u6bd4\uff0c\u7eff\u8272\u7532\u9187\u80fd\u591f\u663e\u8457\u51cf\u5c11\u6c2e\u6c27\u5316\u7269\u548c\u786b\u6c27\u5316\u7269\u7684\u6392\u653e\u3002\u6b64\u5916\uff0c\u8003\u8651\u5230\u56fd\u9645\u6d77\u4e8b\u7ec4\u7ec7\u7684\u89c4\u5b9a\u6b63\u5728\u63a8\u52a8\u822a\u8fd0\u4e1a\u8d70\u5411\u8131\u78b3\uff0c\u8be5\u5408\u540c\u5f88\u53ef\u80fd\u53ea\u662f\u516c\u53f8\u9020\u8239\u672a\u6765\u4e00\u7cfb\u5217\u7532\u9187\u53cc\u71c3\u6599\u8239\u961f\u8ba2\u5355\u7684\u5f00\u59cb\u3002 \u56de\u5934\u5ba2\u30026\u670825\u65e5\uff0c\u516c\u53f8\u5ba3\u5e03\u4eceKlaveness combined 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22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f7.94%\uff0c\u81f337.08\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a35.02\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f40.7%\uff0c\u81f31.731\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a1.230\u4ebf\u65b0\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f37.99\u65b0\u5206\uff08\u540c\u6bd4\u589e\u957f40.7%\uff09\uff0c\u800c2021\u8d22\u5e74\u4e3a5.68\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) 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23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u4e1a\u6536\u5165\u589e\u81f3\u4eba\u6c11\u5e01444\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f7.82%\uff0c\u800c2012\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01412\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768467\u4ebf\u5143\u964d\u81f323\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768456\u4ebf\u5143\u3002\u62a5\u544a\u6bcf\u80a1\u6536\u76ca\u4e3a1.16\u5143\uff0c\u540c\u6bd4\u4e0b\u964d\u3002 \u9ad8\u80a1\u606f\u7387\u300223\/24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u7387\u5206\u522b\u4e3a15.5%\/14.5%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u6269\u5927\u53ef\u518d\u751f\u80fd\u6e90\u9879\u76ee\u3002\u6df1\u5733\u5e02\u8bc1\u5238\u4ea4\u6613\u6240\u5df2\u6279\u51c6\u534e\u6da6\u7535\u529b(CRP)\u5728\u6df1\u5733\u72ec\u7acb\u4e0a\u5e02\u5176\u53ef\u518d\u751f\u80fd\u6e90\u90e8\u95e8\u3002\u8fd9\u4e00\u51b3\u5b9a\u4f7fCRP\u80fd\u591f\u4ea7\u751f\u989d\u5916\u7684\u8d44\u91d1\uff0c\u7528\u4e8e\u652f\u6301\u8be5\u516c\u53f8\u5728\u98ce\u80fd\u548c\u592a\u9633\u80fd\u65b9\u9762\u96c4\u5fc3\u52c3\u52c3\u7684\u589e\u957f\u8ba1\u5212\u3002\u6b64\u5916\uff0c\u5355\u72ec\u4e0a\u5e02\u9884\u8ba1\u5c06\u63d0\u9ad8\u4e2d\u94a2\u8d44\u4ea7\u7684\u4f30\u503c\uff0c\u4f7f\u5176\u80a1\u4e1c\u53d7\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u4e0a\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8% \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f8e\u56fd\u5168\u56fd\u623f\u5730\u4ea7\u7ecf\u7eaa\u4eba\u534f\u4f1a\u73b0\u6709\u623f\u5c4b\u9500\u552e\u603b\u989d (Source: Bloomberg) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d4.2%\uff0c\u81f3373\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e10.4\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a3.82\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.03\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"kaijie tang\"\/>\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-30-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\u670830\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u5156\u77ff\u80fd\u6e90 (1171 HK), \u60e0\u800c\u6d66 (WHR 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 \u80a1\u4ef7\u4e0e\u4eba\u6c11\u5e01\u4ef7\u683c\u8d70\u52bf\u6bd4\u8f83 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u65b0\u52a0\u5761\u65c5\u5ba2\u6570\u91cf\u8d8b\u52bf (Source: Singapore Tourism Analytics Network) \u66f4\u9ad8\u5e73\u53f0\u8d39\u7528\u9700\u6c42\u589e\u957f\u4e2d\u63a8\u52a8\u9500\u552e\u3002\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u8ba1\u5212\u4ece2023\u5e747\u67081\u65e5\u8d77\uff0c\u5bf9\u901a\u8fc7\u5176Zig\u5e94\u7528\u7a0b\u5e8f\u9884\u8ba2\u7684\u51fa\u79df\u8f66\u548c\u79c1\u4eba\u79df\u8f66\u6536\u53d670\u65b0\u5206\u7684\u9644\u52a0\u8d39\u3002\u5f15\u5165\u5e73\u53f0\u8d39\u7684\u76ee\u7684\u662f\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4ed6\u4eec\u70b9\u5bf9\u70b9\u8fd0\u8f93\u670d\u52a1\u7684\u8d28\u91cf\u3002\u901a\u8fc7\u5b9e\u65bd\u8fd9\u4e00\u989d\u5916\u8d39\u7528\uff0c\u516c\u53f8\u7684\u76ee\u6807\u662f\u5229\u7528\u9ad8\u5cf0\u65c5\u884c\u671f\u95f4\u5bf9\u51fa\u79df\u8f66\u7684\u9700\u6c42\u589e\u52a0\uff0c\u6700\u7ec8\u63d0\u9ad8\u4ed6\u4eec\u7684\u9500\u552e\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f7.94%\uff0c\u81f337.08\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a35.02\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f40.7%\uff0c\u81f31.731\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a1.230\u4ebf\u65b0\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f37.99\u65b0\u5206\uff08\u540c\u6bd4\u589e\u957f40.7%\uff09\uff0c\u800c2021\u8d22\u5e74\u4e3a5.68\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u5373\u5c06\u4e3e\u884c\u7684\u5927\u4f1a\u3002\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u5c06\u4e8e2023\u5e746\u670830\u65e5\u4e3e\u884c\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\uff0c\u80a1\u4e1c\u5c06\u5c31\u6536\u8d2d\u9c81\u897f\u77ff\u4e1a51%\u80a1\u6743\u548c\u65b0\u7586\u80fd\u534e51%\u80a1\u6743\u8fdb\u884c\u6295\u7968\u3002\u516c\u53f8\u63d0\u5230\uff0c\u62df\u6536\u8d2d\u4f18\u8d28\u8d44\u4ea7\u548c\u63a7\u5236\u751f\u4ea7\u4e2d\u7684\u6210\u719f\u77ff\u5c71\u662f\u4e3a\u4e86\u5b9e\u73b0\u6536\u5165\u6d41\u5165\u5408\u5e76\u8d22\u52a1\u62a5\u8868\u3002\u6210\u529f\u6536\u8d2d\u8fd9\u4e9b\u8d44\u4ea7\u5c06\u63d0\u5347\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u7684\u751f\u4ea7\u80fd\u529b\uff0c\u9c81\u897f\u77ff\u4e1a\u548c\u65b0\u7586\u80fd\u534e\u57282022\u5e74\u5b9e\u73b0\u7164\u70ad\u603b\u4ea7\u91cf3,181\u4e07\u5428\uff0c\u9884\u8ba1\u52302025\u5e74\u5c06\u8fbe\u52303,989\u4e07\u5428\u7684\u4ea7\u80fd\u3002 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u4e1a\u6536\u5165\u589e\u81f3\u4eba\u6c11\u5e01444\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f7.82%\uff0c\u800c2012\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01412\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768467\u4ebf\u5143\u964d\u81f323\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768456\u4ebf\u5143\u3002\u62a5\u544a\u6bcf\u80a1\u6536\u76ca\u4e3a1.16\u5143\uff0c\u540c\u6bd4\u4e0b\u964d\u3002 \u9ad8\u80a1\u606f\u7387\u300223\/24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u7387\u5206\u522b\u4e3a15.5%\/14.5%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u6269\u5927\u53ef\u518d\u751f\u80fd\u6e90\u9879\u76ee\u3002\u6df1\u5733\u5e02\u8bc1\u5238\u4ea4\u6613\u6240\u5df2\u6279\u51c6\u534e\u6da6\u7535\u529b(CRP)\u5728\u6df1\u5733\u72ec\u7acb\u4e0a\u5e02\u5176\u53ef\u518d\u751f\u80fd\u6e90\u90e8\u95e8\u3002\u8fd9\u4e00\u51b3\u5b9a\u4f7fCRP\u80fd\u591f\u4ea7\u751f\u989d\u5916\u7684\u8d44\u91d1\uff0c\u7528\u4e8e\u652f\u6301\u8be5\u516c\u53f8\u5728\u98ce\u80fd\u548c\u592a\u9633\u80fd\u65b9\u9762\u96c4\u5fc3\u52c3\u52c3\u7684\u589e\u957f\u8ba1\u5212\u3002\u6b64\u5916\uff0c\u5355\u72ec\u4e0a\u5e02\u9884\u8ba1\u5c06\u63d0\u9ad8\u4e2d\u94a2\u8d44\u4ea7\u7684\u4f30\u503c\uff0c\u4f7f\u5176\u80a1\u4e1c\u53d7\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u4e0a\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8% \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f8e\u56fd\u5168\u56fd\u623f\u5730\u4ea7\u7ecf\u7eaa\u4eba\u534f\u4f1a\u73b0\u6709\u623f\u5c4b\u9500\u552e\u603b\u989d (Source: Bloomberg) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d4.2%\uff0c\u81f3373\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e10.4\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a3.82\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.03\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-30-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=\"2023-06-29T23:00:00+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-06-30T01:59:04+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2023\u5e7406\u670830\u65e5: \u626c\u5b50\u6c5f\u8239\u4e1a (YZJSGD SP), \u5156\u77ff\u80fd\u6e90 (1171 HK), \u60e0\u800c\u6d66 (WHR 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 \u80a1\u4ef7\u4e0e\u4eba\u6c11\u5e01\u4ef7\u683c\u8d70\u52bf\u6bd4\u8f83 (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u65b0\u52a0\u5761\u65c5\u5ba2\u6570\u91cf\u8d8b\u52bf (Source: Singapore Tourism Analytics Network) \u66f4\u9ad8\u5e73\u53f0\u8d39\u7528\u9700\u6c42\u589e\u957f\u4e2d\u63a8\u52a8\u9500\u552e\u3002\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u8ba1\u5212\u4ece2023\u5e747\u67081\u65e5\u8d77\uff0c\u5bf9\u901a\u8fc7\u5176Zig\u5e94\u7528\u7a0b\u5e8f\u9884\u8ba2\u7684\u51fa\u79df\u8f66\u548c\u79c1\u4eba\u79df\u8f66\u6536\u53d670\u65b0\u5206\u7684\u9644\u52a0\u8d39\u3002\u5f15\u5165\u5e73\u53f0\u8d39\u7684\u76ee\u7684\u662f\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4ed6\u4eec\u70b9\u5bf9\u70b9\u8fd0\u8f93\u670d\u52a1\u7684\u8d28\u91cf\u3002\u901a\u8fc7\u5b9e\u65bd\u8fd9\u4e00\u989d\u5916\u8d39\u7528\uff0c\u516c\u53f8\u7684\u76ee\u6807\u662f\u5229\u7528\u9ad8\u5cf0\u65c5\u884c\u671f\u95f4\u5bf9\u51fa\u79df\u8f66\u7684\u9700\u6c42\u589e\u52a0\uff0c\u6700\u7ec8\u63d0\u9ad8\u4ed6\u4eec\u7684\u9500\u552e\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f7.94%\uff0c\u81f337.08\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a35.02\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f40.7%\uff0c\u81f31.731\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a1.230\u4ebf\u65b0\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f37.99\u65b0\u5206\uff08\u540c\u6bd4\u589e\u957f40.7%\uff09\uff0c\u800c2021\u8d22\u5e74\u4e3a5.68\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u5373\u5c06\u4e3e\u884c\u7684\u5927\u4f1a\u3002\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u5c06\u4e8e2023\u5e746\u670830\u65e5\u4e3e\u884c\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\uff0c\u80a1\u4e1c\u5c06\u5c31\u6536\u8d2d\u9c81\u897f\u77ff\u4e1a51%\u80a1\u6743\u548c\u65b0\u7586\u80fd\u534e51%\u80a1\u6743\u8fdb\u884c\u6295\u7968\u3002\u516c\u53f8\u63d0\u5230\uff0c\u62df\u6536\u8d2d\u4f18\u8d28\u8d44\u4ea7\u548c\u63a7\u5236\u751f\u4ea7\u4e2d\u7684\u6210\u719f\u77ff\u5c71\u662f\u4e3a\u4e86\u5b9e\u73b0\u6536\u5165\u6d41\u5165\u5408\u5e76\u8d22\u52a1\u62a5\u8868\u3002\u6210\u529f\u6536\u8d2d\u8fd9\u4e9b\u8d44\u4ea7\u5c06\u63d0\u5347\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u7684\u751f\u4ea7\u80fd\u529b\uff0c\u9c81\u897f\u77ff\u4e1a\u548c\u65b0\u7586\u80fd\u534e\u57282022\u5e74\u5b9e\u73b0\u7164\u70ad\u603b\u4ea7\u91cf3,181\u4e07\u5428\uff0c\u9884\u8ba1\u52302025\u5e74\u5c06\u8fbe\u52303,989\u4e07\u5428\u7684\u4ea7\u80fd\u3002 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u4e1a\u6536\u5165\u589e\u81f3\u4eba\u6c11\u5e01444\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f7.82%\uff0c\u800c2012\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01412\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768467\u4ebf\u5143\u964d\u81f323\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768456\u4ebf\u5143\u3002\u62a5\u544a\u6bcf\u80a1\u6536\u76ca\u4e3a1.16\u5143\uff0c\u540c\u6bd4\u4e0b\u964d\u3002 \u9ad8\u80a1\u606f\u7387\u300223\/24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u7387\u5206\u522b\u4e3a15.5%\/14.5%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u6269\u5927\u53ef\u518d\u751f\u80fd\u6e90\u9879\u76ee\u3002\u6df1\u5733\u5e02\u8bc1\u5238\u4ea4\u6613\u6240\u5df2\u6279\u51c6\u534e\u6da6\u7535\u529b(CRP)\u5728\u6df1\u5733\u72ec\u7acb\u4e0a\u5e02\u5176\u53ef\u518d\u751f\u80fd\u6e90\u90e8\u95e8\u3002\u8fd9\u4e00\u51b3\u5b9a\u4f7fCRP\u80fd\u591f\u4ea7\u751f\u989d\u5916\u7684\u8d44\u91d1\uff0c\u7528\u4e8e\u652f\u6301\u8be5\u516c\u53f8\u5728\u98ce\u80fd\u548c\u592a\u9633\u80fd\u65b9\u9762\u96c4\u5fc3\u52c3\u52c3\u7684\u589e\u957f\u8ba1\u5212\u3002\u6b64\u5916\uff0c\u5355\u72ec\u4e0a\u5e02\u9884\u8ba1\u5c06\u63d0\u9ad8\u4e2d\u94a2\u8d44\u4ea7\u7684\u4f30\u503c\uff0c\u4f7f\u5176\u80a1\u4e1c\u53d7\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u4e0a\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8% \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f8e\u56fd\u5168\u56fd\u623f\u5730\u4ea7\u7ecf\u7eaa\u4eba\u534f\u4f1a\u73b0\u6709\u623f\u5c4b\u9500\u552e\u603b\u989d (Source: Bloomberg) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d4.2%\uff0c\u81f3373\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e10.4\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a3.82\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.03\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f\" \/>\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\" 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\\u66f4\\u9ad8\\u5e73\\u53f0\\u8d39\\u7528\\u9700\\u6c42\\u589e\\u957f\\u4e2d\\u63a8\\u52a8\\u9500\\u552e\\u3002\\u516c\\u53f8\\u6700\\u8fd1\\u5ba3\\u5e03\\uff0c\\u8ba1\\u5212\\u4ece2023\\u5e747\\u67081\\u65e5\\u8d77\\uff0c\\u5bf9\\u901a\\u8fc7\\u5176Zig\\u5e94\\u7528\\u7a0b\\u5e8f\\u9884\\u8ba2\\u7684\\u51fa\\u79df\\u8f66\\u548c\\u79c1\\u4eba\\u79df\\u8f66\\u6536\\u53d670\\u65b0\\u5206\\u7684\\u9644\\u52a0\\u8d39\\u3002\\u5f15\\u5165\\u5e73\\u53f0\\u8d39\\u7684\\u76ee\\u7684\\u662f\\u8fdb\\u4e00\\u6b65\\u63d0\\u9ad8\\u4ed6\\u4eec\\u70b9\\u5bf9\\u70b9\\u8fd0\\u8f93\\u670d\\u52a1\\u7684\\u8d28\\u91cf\\u3002\\u901a\\u8fc7\\u5b9e\\u65bd\\u8fd9\\u4e00\\u989d\\u5916\\u8d39\\u7528\\uff0c\\u516c\\u53f8\\u7684\\u76ee\\u6807\\u662f\\u5229\\u7528\\u9ad8\\u5cf0\\u65c5\\u884c\\u671f\\u95f4\\u5bf9\\u51fa\\u79df\\u8f66\\u7684\\u9700\\u6c42\\u589e\\u52a0\\uff0c\\u6700\\u7ec8\\u63d0\\u9ad8\\u4ed6\\u4eec\\u7684\\u9500\\u552e\\u3002 22\\u8d22\\u5e74\\u4e1a\\u7ee9\\u56de\\u987e\\u3002\\u8425\\u6536\\u540c\\u6bd4\\u589e\\u957f7.94%\\uff0c\\u81f337.08\\u4ebf\\u65b0\\u5143\\uff0c\\u800c2021\\u8d22\\u5e74\\u4e3a35.02\\u4ebf\\u65b0\\u5143\\u3002\\u51c0\\u5229\\u6da6\\u540c\\u6bd4\\u589e\\u957f40.7%\\uff0c\\u81f31.731\\u4ebf\\u65b0\\u5143\\uff0c\\u800c2021\\u8d22\\u5e74\\u4e3a1.230\\u4ebf\\u65b0\\u5143\\u3002\\u6bcf\\u80a1\\u6536\\u76ca\\u4e0a\\u5347\\u81f37.99\\u65b0\\u5206\\uff08\\u540c\\u6bd4\\u589e\\u957f40.7%\\uff09\\uff0c\\u800c2021\\u8d22\\u5e74\\u4e3a5.68\\u65b0\\u5206\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) 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23\\u8d22\\u5e74\\u7b2c\\u4e00\\u5b63\\u5ea6\\u4e1a\\u7ee9\\u3002\\u8425\\u4e1a\\u6536\\u5165\\u589e\\u81f3\\u4eba\\u6c11\\u5e01444\\u4ebf\\u5143\\uff0c\\u540c\\u6bd4\\u589e\\u957f7.82%\\uff0c\\u800c2012\\u5e74\\u7b2c\\u4e00\\u5b63\\u5ea6\\u4e3a\\u4eba\\u6c11\\u5e01412\\u4ebf\\u5143\\u3002\\u51c0\\u5229\\u6da6\\u4ece22\\u5e74\\u7b2c\\u4e00\\u5b63\\u5ea6\\u768467\\u4ebf\\u5143\\u964d\\u81f323\\u5e74\\u7b2c\\u4e00\\u5b63\\u5ea6\\u768456\\u4ebf\\u5143\\u3002\\u62a5\\u544a\\u6bcf\\u80a1\\u6536\\u76ca\\u4e3a1.16\\u5143\\uff0c\\u540c\\u6bd4\\u4e0b\\u964d\\u3002 \\u9ad8\\u80a1\\u606f\\u7387\\u300223\\\/24\\u8d22\\u5e74\\u7684\\u9884\\u671f\\u80a1\\u606f\\u7387\\u5206\\u522b\\u4e3a15.5%\\\/14.5%\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) \\u6269\\u5927\\u53ef\\u518d\\u751f\\u80fd\\u6e90\\u9879\\u76ee\\u3002\\u6df1\\u5733\\u5e02\\u8bc1\\u5238\\u4ea4\\u6613\\u6240\\u5df2\\u6279\\u51c6\\u534e\\u6da6\\u7535\\u529b(CRP)\\u5728\\u6df1\\u5733\\u72ec\\u7acb\\u4e0a\\u5e02\\u5176\\u53ef\\u518d\\u751f\\u80fd\\u6e90\\u90e8\\u95e8\\u3002\\u8fd9\\u4e00\\u51b3\\u5b9a\\u4f7fCRP\\u80fd\\u591f\\u4ea7\\u751f\\u989d\\u5916\\u7684\\u8d44\\u91d1\\uff0c\\u7528\\u4e8e\\u652f\\u6301\\u8be5\\u516c\\u53f8\\u5728\\u98ce\\u80fd\\u548c\\u592a\\u9633\\u80fd\\u65b9\\u9762\\u96c4\\u5fc3\\u52c3\\u52c3\\u7684\\u589e\\u957f\\u8ba1\\u5212\\u3002\\u6b64\\u5916\\uff0c\\u5355\\u72ec\\u4e0a\\u5e02\\u9884\\u8ba1\\u5c06\\u63d0\\u9ad8\\u4e2d\\u94a2\\u8d44\\u4ea7\\u7684\\u4f30\\u503c\\uff0c\\u4f7f\\u5176\\u80a1\\u4e1c\\u53d7\\u76ca\\u3002 22\\u8d22\\u5e74\\u4e1a\\u7ee9\\u3002\\u8425\\u6536\\u589e\\u81f31,033\\u4ebf\\u6e2f\\u5143\\uff0c\\u540c\\u6bd4\\u589e\\u957f15.0%\\u3002\\u51c0\\u5229\\u6da6\\u4e3a70.4\\u4ebf\\u6e2f\\u5143\\uff0c\\u8f832021\\u8d22\\u5e74\\u589e\\u957f342%\\u3002\\u51c0\\u5229\\u6da6\\u7387\\u4e0a\\u5347\\u81f36.8%\\uff0c\\u800c2021\\u8d22\\u5e74\\u4e3a1.8% \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) (Source: Bloomberg) \\u7f8e\\u56fd\\u5168\\u56fd\\u623f\\u5730\\u4ea7\\u7ecf\\u7eaa\\u4eba\\u534f\\u4f1a\\u73b0\\u6709\\u623f\\u5c4b\\u9500\\u552e\\u603b\\u989d (Source: Bloomberg) \\u7b2c\\u4e00\\u5b63\\u5ea6\\u4e1a\\u7ee9\\u3002\\u8425\\u6536\\u540c\\u6bd4\\u4e0b\\u964d4.2%\\uff0c\\u81f3373\\u4ebf\\u7f8e\\u5143\\uff0c\\u6bd4\\u9884\\u671f\\u4f4e10.4\\u4ebf\\u7f8e\\u5143\\u3002GAAP\\u6bcf\\u80a1\\u6536\\u76ca\\u4e3a3.82\\u7f8e\\u5143\\uff0c\\u6bd4\\u9884\\u671f\\u9ad8\\u51fa0.03\\u7f8e\\u5143\\u3002 \\u5e02\\u573a\\u5171\\u8bc6\\u3002 (Source: Bloomberg) ^ Back To Top \\u7f8e\\u56fd 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\u66f4\u9ad8\u5e73\u53f0\u8d39\u7528\u9700\u6c42\u589e\u957f\u4e2d\u63a8\u52a8\u9500\u552e\u3002\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u8ba1\u5212\u4ece2023\u5e747\u67081\u65e5\u8d77\uff0c\u5bf9\u901a\u8fc7\u5176Zig\u5e94\u7528\u7a0b\u5e8f\u9884\u8ba2\u7684\u51fa\u79df\u8f66\u548c\u79c1\u4eba\u79df\u8f66\u6536\u53d670\u65b0\u5206\u7684\u9644\u52a0\u8d39\u3002\u5f15\u5165\u5e73\u53f0\u8d39\u7684\u76ee\u7684\u662f\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4ed6\u4eec\u70b9\u5bf9\u70b9\u8fd0\u8f93\u670d\u52a1\u7684\u8d28\u91cf\u3002\u901a\u8fc7\u5b9e\u65bd\u8fd9\u4e00\u989d\u5916\u8d39\u7528\uff0c\u516c\u53f8\u7684\u76ee\u6807\u662f\u5229\u7528\u9ad8\u5cf0\u65c5\u884c\u671f\u95f4\u5bf9\u51fa\u79df\u8f66\u7684\u9700\u6c42\u589e\u52a0\uff0c\u6700\u7ec8\u63d0\u9ad8\u4ed6\u4eec\u7684\u9500\u552e\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f7.94%\uff0c\u81f337.08\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a35.02\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f40.7%\uff0c\u81f31.731\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a1.230\u4ebf\u65b0\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f37.99\u65b0\u5206\uff08\u540c\u6bd4\u589e\u957f40.7%\uff09\uff0c\u800c2021\u8d22\u5e74\u4e3a5.68\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u5373\u5c06\u4e3e\u884c\u7684\u5927\u4f1a\u3002\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u5c06\u4e8e2023\u5e746\u670830\u65e5\u4e3e\u884c\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\uff0c\u80a1\u4e1c\u5c06\u5c31\u6536\u8d2d\u9c81\u897f\u77ff\u4e1a51%\u80a1\u6743\u548c\u65b0\u7586\u80fd\u534e51%\u80a1\u6743\u8fdb\u884c\u6295\u7968\u3002\u516c\u53f8\u63d0\u5230\uff0c\u62df\u6536\u8d2d\u4f18\u8d28\u8d44\u4ea7\u548c\u63a7\u5236\u751f\u4ea7\u4e2d\u7684\u6210\u719f\u77ff\u5c71\u662f\u4e3a\u4e86\u5b9e\u73b0\u6536\u5165\u6d41\u5165\u5408\u5e76\u8d22\u52a1\u62a5\u8868\u3002\u6210\u529f\u6536\u8d2d\u8fd9\u4e9b\u8d44\u4ea7\u5c06\u63d0\u5347\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u7684\u751f\u4ea7\u80fd\u529b\uff0c\u9c81\u897f\u77ff\u4e1a\u548c\u65b0\u7586\u80fd\u534e\u57282022\u5e74\u5b9e\u73b0\u7164\u70ad\u603b\u4ea7\u91cf3,181\u4e07\u5428\uff0c\u9884\u8ba1\u52302025\u5e74\u5c06\u8fbe\u52303,989\u4e07\u5428\u7684\u4ea7\u80fd\u3002 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\u6269\u5927\u53ef\u518d\u751f\u80fd\u6e90\u9879\u76ee\u3002\u6df1\u5733\u5e02\u8bc1\u5238\u4ea4\u6613\u6240\u5df2\u6279\u51c6\u534e\u6da6\u7535\u529b(CRP)\u5728\u6df1\u5733\u72ec\u7acb\u4e0a\u5e02\u5176\u53ef\u518d\u751f\u80fd\u6e90\u90e8\u95e8\u3002\u8fd9\u4e00\u51b3\u5b9a\u4f7fCRP\u80fd\u591f\u4ea7\u751f\u989d\u5916\u7684\u8d44\u91d1\uff0c\u7528\u4e8e\u652f\u6301\u8be5\u516c\u53f8\u5728\u98ce\u80fd\u548c\u592a\u9633\u80fd\u65b9\u9762\u96c4\u5fc3\u52c3\u52c3\u7684\u589e\u957f\u8ba1\u5212\u3002\u6b64\u5916\uff0c\u5355\u72ec\u4e0a\u5e02\u9884\u8ba1\u5c06\u63d0\u9ad8\u4e2d\u94a2\u8d44\u4ea7\u7684\u4f30\u503c\uff0c\u4f7f\u5176\u80a1\u4e1c\u53d7\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u4e0a\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8% \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f8e\u56fd\u5168\u56fd\u623f\u5730\u4ea7\u7ecf\u7eaa\u4eba\u534f\u4f1a\u73b0\u6709\u623f\u5c4b\u9500\u552e\u603b\u989d (Source: Bloomberg) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d4.2%\uff0c\u81f3373\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e10.4\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a3.82\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.03\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-30-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-30-jun-2023-zh\/#blogposting","name":"2023\u5e7406\u670830\u65e5: 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\u66f4\u9ad8\u5e73\u53f0\u8d39\u7528\u9700\u6c42\u589e\u957f\u4e2d\u63a8\u52a8\u9500\u552e\u3002\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u8ba1\u5212\u4ece2023\u5e747\u67081\u65e5\u8d77\uff0c\u5bf9\u901a\u8fc7\u5176Zig\u5e94\u7528\u7a0b\u5e8f\u9884\u8ba2\u7684\u51fa\u79df\u8f66\u548c\u79c1\u4eba\u79df\u8f66\u6536\u53d670\u65b0\u5206\u7684\u9644\u52a0\u8d39\u3002\u5f15\u5165\u5e73\u53f0\u8d39\u7684\u76ee\u7684\u662f\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4ed6\u4eec\u70b9\u5bf9\u70b9\u8fd0\u8f93\u670d\u52a1\u7684\u8d28\u91cf\u3002\u901a\u8fc7\u5b9e\u65bd\u8fd9\u4e00\u989d\u5916\u8d39\u7528\uff0c\u516c\u53f8\u7684\u76ee\u6807\u662f\u5229\u7528\u9ad8\u5cf0\u65c5\u884c\u671f\u95f4\u5bf9\u51fa\u79df\u8f66\u7684\u9700\u6c42\u589e\u52a0\uff0c\u6700\u7ec8\u63d0\u9ad8\u4ed6\u4eec\u7684\u9500\u552e\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f7.94%\uff0c\u81f337.08\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a35.02\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f40.7%\uff0c\u81f31.731\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a1.230\u4ebf\u65b0\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f37.99\u65b0\u5206\uff08\u540c\u6bd4\u589e\u957f40.7%\uff09\uff0c\u800c2021\u8d22\u5e74\u4e3a5.68\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u5373\u5c06\u4e3e\u884c\u7684\u5927\u4f1a\u3002\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u5c06\u4e8e2023\u5e746\u670830\u65e5\u4e3e\u884c\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\uff0c\u80a1\u4e1c\u5c06\u5c31\u6536\u8d2d\u9c81\u897f\u77ff\u4e1a51%\u80a1\u6743\u548c\u65b0\u7586\u80fd\u534e51%\u80a1\u6743\u8fdb\u884c\u6295\u7968\u3002\u516c\u53f8\u63d0\u5230\uff0c\u62df\u6536\u8d2d\u4f18\u8d28\u8d44\u4ea7\u548c\u63a7\u5236\u751f\u4ea7\u4e2d\u7684\u6210\u719f\u77ff\u5c71\u662f\u4e3a\u4e86\u5b9e\u73b0\u6536\u5165\u6d41\u5165\u5408\u5e76\u8d22\u52a1\u62a5\u8868\u3002\u6210\u529f\u6536\u8d2d\u8fd9\u4e9b\u8d44\u4ea7\u5c06\u63d0\u5347\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u7684\u751f\u4ea7\u80fd\u529b\uff0c\u9c81\u897f\u77ff\u4e1a\u548c\u65b0\u7586\u80fd\u534e\u57282022\u5e74\u5b9e\u73b0\u7164\u70ad\u603b\u4ea7\u91cf3,181\u4e07\u5428\uff0c\u9884\u8ba1\u52302025\u5e74\u5c06\u8fbe\u52303,989\u4e07\u5428\u7684\u4ea7\u80fd\u3002 23\u8d22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u4e1a\u6536\u5165\u589e\u81f3\u4eba\u6c11\u5e01444\u4ebf\u5143\uff0c\u540c\u6bd4\u589e\u957f7.82%\uff0c\u800c2012\u5e74\u7b2c\u4e00\u5b63\u5ea6\u4e3a\u4eba\u6c11\u5e01412\u4ebf\u5143\u3002\u51c0\u5229\u6da6\u4ece22\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768467\u4ebf\u5143\u964d\u81f323\u5e74\u7b2c\u4e00\u5b63\u5ea6\u768456\u4ebf\u5143\u3002\u62a5\u544a\u6bcf\u80a1\u6536\u76ca\u4e3a1.16\u5143\uff0c\u540c\u6bd4\u4e0b\u964d\u3002 \u9ad8\u80a1\u606f\u7387\u300223\/24\u8d22\u5e74\u7684\u9884\u671f\u80a1\u606f\u7387\u5206\u522b\u4e3a15.5%\/14.5%\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) \u6269\u5927\u53ef\u518d\u751f\u80fd\u6e90\u9879\u76ee\u3002\u6df1\u5733\u5e02\u8bc1\u5238\u4ea4\u6613\u6240\u5df2\u6279\u51c6\u534e\u6da6\u7535\u529b(CRP)\u5728\u6df1\u5733\u72ec\u7acb\u4e0a\u5e02\u5176\u53ef\u518d\u751f\u80fd\u6e90\u90e8\u95e8\u3002\u8fd9\u4e00\u51b3\u5b9a\u4f7fCRP\u80fd\u591f\u4ea7\u751f\u989d\u5916\u7684\u8d44\u91d1\uff0c\u7528\u4e8e\u652f\u6301\u8be5\u516c\u53f8\u5728\u98ce\u80fd\u548c\u592a\u9633\u80fd\u65b9\u9762\u96c4\u5fc3\u52c3\u52c3\u7684\u589e\u957f\u8ba1\u5212\u3002\u6b64\u5916\uff0c\u5355\u72ec\u4e0a\u5e02\u9884\u8ba1\u5c06\u63d0\u9ad8\u4e2d\u94a2\u8d44\u4ea7\u7684\u4f30\u503c\uff0c\u4f7f\u5176\u80a1\u4e1c\u53d7\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u4e0a\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8% \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f8e\u56fd\u5168\u56fd\u623f\u5730\u4ea7\u7ecf\u7eaa\u4eba\u534f\u4f1a\u73b0\u6709\u623f\u5c4b\u9500\u552e\u603b\u989d (Source: Bloomberg) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d4.2%\uff0c\u81f3373\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e10.4\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a3.82\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.03\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-30-jun-2023-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/kaijie-tangkgi-com\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/Thumbnail_media.jpg?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-30-jun-2023-zh\/#mainImage","width":620,"height":349},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-30-jun-2023-zh\/#mainImage"},"datePublished":"2023-06-30T07:00:00+08:00","dateModified":"2023-06-30T09:59:04+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI 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\u66f4\u9ad8\u5e73\u53f0\u8d39\u7528\u9700\u6c42\u589e\u957f\u4e2d\u63a8\u52a8\u9500\u552e\u3002\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u8ba1\u5212\u4ece2023\u5e747\u67081\u65e5\u8d77\uff0c\u5bf9\u901a\u8fc7\u5176Zig\u5e94\u7528\u7a0b\u5e8f\u9884\u8ba2\u7684\u51fa\u79df\u8f66\u548c\u79c1\u4eba\u79df\u8f66\u6536\u53d670\u65b0\u5206\u7684\u9644\u52a0\u8d39\u3002\u5f15\u5165\u5e73\u53f0\u8d39\u7684\u76ee\u7684\u662f\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4ed6\u4eec\u70b9\u5bf9\u70b9\u8fd0\u8f93\u670d\u52a1\u7684\u8d28\u91cf\u3002\u901a\u8fc7\u5b9e\u65bd\u8fd9\u4e00\u989d\u5916\u8d39\u7528\uff0c\u516c\u53f8\u7684\u76ee\u6807\u662f\u5229\u7528\u9ad8\u5cf0\u65c5\u884c\u671f\u95f4\u5bf9\u51fa\u79df\u8f66\u7684\u9700\u6c42\u589e\u52a0\uff0c\u6700\u7ec8\u63d0\u9ad8\u4ed6\u4eec\u7684\u9500\u552e\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u56de\u987e\u3002\u8425\u6536\u540c\u6bd4\u589e\u957f7.94%\uff0c\u81f337.08\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a35.02\u4ebf\u65b0\u5143\u3002\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f40.7%\uff0c\u81f31.731\u4ebf\u65b0\u5143\uff0c\u800c2021\u8d22\u5e74\u4e3a1.230\u4ebf\u65b0\u5143\u3002\u6bcf\u80a1\u6536\u76ca\u4e0a\u5347\u81f37.99\u65b0\u5206\uff08\u540c\u6bd4\u589e\u957f40.7%\uff09\uff0c\u800c2021\u8d22\u5e74\u4e3a5.68\u65b0\u5206\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u5373\u5c06\u4e3e\u884c\u7684\u5927\u4f1a\u3002\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u5c06\u4e8e2023\u5e746\u670830\u65e5\u4e3e\u884c\u5e74\u5ea6\u80a1\u4e1c\u5927\u4f1a\uff0c\u80a1\u4e1c\u5c06\u5c31\u6536\u8d2d\u9c81\u897f\u77ff\u4e1a51%\u80a1\u6743\u548c\u65b0\u7586\u80fd\u534e51%\u80a1\u6743\u8fdb\u884c\u6295\u7968\u3002\u516c\u53f8\u63d0\u5230\uff0c\u62df\u6536\u8d2d\u4f18\u8d28\u8d44\u4ea7\u548c\u63a7\u5236\u751f\u4ea7\u4e2d\u7684\u6210\u719f\u77ff\u5c71\u662f\u4e3a\u4e86\u5b9e\u73b0\u6536\u5165\u6d41\u5165\u5408\u5e76\u8d22\u52a1\u62a5\u8868\u3002\u6210\u529f\u6536\u8d2d\u8fd9\u4e9b\u8d44\u4ea7\u5c06\u63d0\u5347\u5156\u77ff\u80fd\u6e90\u96c6\u56e2\u7684\u751f\u4ea7\u80fd\u529b\uff0c\u9c81\u897f\u77ff\u4e1a\u548c\u65b0\u7586\u80fd\u534e\u57282022\u5e74\u5b9e\u73b0\u7164\u70ad\u603b\u4ea7\u91cf3,181\u4e07\u5428\uff0c\u9884\u8ba1\u52302025\u5e74\u5c06\u8fbe\u52303,989\u4e07\u5428\u7684\u4ea7\u80fd\u3002 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\u6269\u5927\u53ef\u518d\u751f\u80fd\u6e90\u9879\u76ee\u3002\u6df1\u5733\u5e02\u8bc1\u5238\u4ea4\u6613\u6240\u5df2\u6279\u51c6\u534e\u6da6\u7535\u529b(CRP)\u5728\u6df1\u5733\u72ec\u7acb\u4e0a\u5e02\u5176\u53ef\u518d\u751f\u80fd\u6e90\u90e8\u95e8\u3002\u8fd9\u4e00\u51b3\u5b9a\u4f7fCRP\u80fd\u591f\u4ea7\u751f\u989d\u5916\u7684\u8d44\u91d1\uff0c\u7528\u4e8e\u652f\u6301\u8be5\u516c\u53f8\u5728\u98ce\u80fd\u548c\u592a\u9633\u80fd\u65b9\u9762\u96c4\u5fc3\u52c3\u52c3\u7684\u589e\u957f\u8ba1\u5212\u3002\u6b64\u5916\uff0c\u5355\u72ec\u4e0a\u5e02\u9884\u8ba1\u5c06\u63d0\u9ad8\u4e2d\u94a2\u8d44\u4ea7\u7684\u4f30\u503c\uff0c\u4f7f\u5176\u80a1\u4e1c\u53d7\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u4e0a\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8% \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f8e\u56fd\u5168\u56fd\u623f\u5730\u4ea7\u7ecf\u7eaa\u4eba\u534f\u4f1a\u73b0\u6709\u623f\u5c4b\u9500\u552e\u603b\u989d (Source: Bloomberg) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d4.2%\uff0c\u81f3373\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e10.4\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a3.82\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.03\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd 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(Source: Bloomberg) (Source: Bloomberg) \u65b0\u52a0\u5761\u65c5\u5ba2\u6570\u91cf\u8d8b\u52bf (Source: Singapore Tourism Analytics Network) \u66f4\u9ad8\u5e73\u53f0\u8d39\u7528\u9700\u6c42\u589e\u957f\u4e2d\u63a8\u52a8\u9500\u552e\u3002\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u8ba1\u5212\u4ece2023\u5e747\u67081\u65e5\u8d77\uff0c\u5bf9\u901a\u8fc7\u5176Zig\u5e94\u7528\u7a0b\u5e8f\u9884\u8ba2\u7684\u51fa\u79df\u8f66\u548c\u79c1\u4eba\u79df\u8f66\u6536\u53d670\u65b0\u5206\u7684\u9644\u52a0\u8d39\u3002\u5f15\u5165\u5e73\u53f0\u8d39\u7684\u76ee\u7684\u662f\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4ed6\u4eec\u70b9\u5bf9\u70b9\u8fd0\u8f93\u670d\u52a1\u7684\u8d28\u91cf\u3002\u901a\u8fc7\u5b9e\u65bd\u8fd9\u4e00\u989d\u5916\u8d39\u7528\uff0c\u516c\u53f8\u7684\u76ee\u6807\u662f\u5229\u7528\u9ad8\u5cf0\u65c5\u884c\u671f\u95f4\u5bf9\u51fa\u79df\u8f66\u7684\u9700\u6c42\u589e\u52a0\uff0c\u6700\u7ec8\u63d0\u9ad8\u4ed6\u4eec\u7684\u9500\u552e\u3002 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\u6269\u5927\u53ef\u518d\u751f\u80fd\u6e90\u9879\u76ee\u3002\u6df1\u5733\u5e02\u8bc1\u5238\u4ea4\u6613\u6240\u5df2\u6279\u51c6\u534e\u6da6\u7535\u529b(CRP)\u5728\u6df1\u5733\u72ec\u7acb\u4e0a\u5e02\u5176\u53ef\u518d\u751f\u80fd\u6e90\u90e8\u95e8\u3002\u8fd9\u4e00\u51b3\u5b9a\u4f7fCRP\u80fd\u591f\u4ea7\u751f\u989d\u5916\u7684\u8d44\u91d1\uff0c\u7528\u4e8e\u652f\u6301\u8be5\u516c\u53f8\u5728\u98ce\u80fd\u548c\u592a\u9633\u80fd\u65b9\u9762\u96c4\u5fc3\u52c3\u52c3\u7684\u589e\u957f\u8ba1\u5212\u3002\u6b64\u5916\uff0c\u5355\u72ec\u4e0a\u5e02\u9884\u8ba1\u5c06\u63d0\u9ad8\u4e2d\u94a2\u8d44\u4ea7\u7684\u4f30\u503c\uff0c\u4f7f\u5176\u80a1\u4e1c\u53d7\u76ca\u3002 22\u8d22\u5e74\u4e1a\u7ee9\u3002\u8425\u6536\u589e\u81f31,033\u4ebf\u6e2f\u5143\uff0c\u540c\u6bd4\u589e\u957f15.0%\u3002\u51c0\u5229\u6da6\u4e3a70.4\u4ebf\u6e2f\u5143\uff0c\u8f832021\u8d22\u5e74\u589e\u957f342%\u3002\u51c0\u5229\u6da6\u7387\u4e0a\u5347\u81f36.8%\uff0c\u800c2021\u8d22\u5e74\u4e3a1.8% \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) (Source: Bloomberg) \u7f8e\u56fd\u5168\u56fd\u623f\u5730\u4ea7\u7ecf\u7eaa\u4eba\u534f\u4f1a\u73b0\u6709\u623f\u5c4b\u9500\u552e\u603b\u989d (Source: Bloomberg) \u7b2c\u4e00\u5b63\u5ea6\u4e1a\u7ee9\u3002\u8425\u6536\u540c\u6bd4\u4e0b\u964d4.2%\uff0c\u81f3373\u4ebf\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u4f4e10.4\u4ebf\u7f8e\u5143\u3002GAAP\u6bcf\u80a1\u6536\u76ca\u4e3a3.82\u7f8e\u5143\uff0c\u6bd4\u9884\u671f\u9ad8\u51fa0.03\u7f8e\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 (Source: Bloomberg) ^ Back To Top \u7f8e\u56fd \u9999\u6e2f","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":"29352","title":"#post_title #separator_sa 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Moller-Maersk\u7b7e\u8ba2\u4e86\u4e00\u4efd\u5408\u540c\uff0c\u5c06\u5728\u5185\u90e8\u5efa\u90206\u82589000 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\u56de\u5934\u5ba2\u30026\u670825\u65e5\uff0c\u516c\u53f8\u5ba3\u5e03\u4eceKlaveness combined Carriers\u516c\u53f8\u83b7\u5f97\u4e00\u4efd\u5408\u540c\uff0c\u5efa\u9020\u4e09\u825883,300DWT\u7b2c\u4e09\u4ee3CABU\u8239\uff0c\u8ba1\u5212\u57282026\u5e74\u4ea4\u4ed8\u3002\u6bcf\u8258\u8239\u7684\u5408\u540c\u4ef7\u683c\u4e3a5,640\u4e07\u7f8e\u5143\uff0c\u4f30\u8ba1\u6bcf\u8258\u8239\u7684\u4ea4\u4ed8\u6210\u672c\u7ea6\u4e3a6,050\u4e07\u7f8e\u5143\uff0c\u5305\u62ec\u96f6\u6392\u653e\u51c6\u5907\u548c\u9020\u8239\u5382\u76d1\u7763\u6210\u672c\u3002\u8fd9\u4e9b\u7ec4\u5408\u8fd0\u8f93\u8239\u53ef\u4ee5\u8fd0\u8f93\u5e72\u6e7f\u8d27\u7269\uff0c\u4e0e\u5355\u4e00\u7528\u9014\u8239\u8236\u76f8\u6bd4\uff0c\u63d0\u4f9b\u66f4\u9ad8\u7684\u64cd\u4f5c\u6548\u7387\u3002\u65b0\u8239\u5c06\u91c7\u7528\u8282\u80fd\u89e3\u51b3\u65b9\u6848\uff0c\u5982\u98ce\u529b\u8f85\u52a9\u63a8\u8fdb\uff0c\u5c06\u603b\u4e8c\u6c27\u5316\u78b3\u6392\u653e\u91cf\u51cf\u5c11\u7ea635%\u3002\u8be5\u5408\u540c\u6807\u5fd7\u7740Klaveness\u8054\u5408\u627f\u8fd0\u4eba\u7684\u91cd\u590d\u8ba2\u5355\uff0c\u51f8\u663e\u4e86\u5bf9\u516c\u53f8\u4ea4\u4ed8\u80fd\u529b\u7684\u4fe1\u4efb\u3002 \u5e74\u521d\u81f3\u4eca\u8ba2\u5355\u91cf\u8fbe\u5230\u5168\u5e74\u76ee\u6807\u3002\u622a\u81f36\u670826\u65e5\uff0cYZJ\u9020\u8239\u516c\u53f8\u5df2\u7ecf\u83b7\u5f97\u4e86\u603b\u517137\u8258\u8239\u7684\u8ba2\u5355\u3002\u8fc4\u4eca\u4e3a\u6b62\uff0c\u8be5\u516c\u53f8\u5df2\u83b7\u5f9769\u8258\u8239\u7684\u8ba2\u5355\uff0c\u603b\u4ef7\u503c56\u4ebf\u7f8e\u5143\uff0c\u8d85\u8fc7\u4e862023\u5e7430\u4ebf\u7f8e\u5143\u7684\u76ee\u6807\u3002\u6839\u636e\u65b0\u52a0\u5761\u8bc1\u5238\u4ea4\u6613\u6240\u7684\u4e00\u4efd\u6587\u4ef6\uff0c\u8fd9\u4f7f\u5f97\u626c\u5b50\u6c5f\u8239\u5382\u7684\u8ba2\u5355\u4ef7\u503c\u8fbe\u5230\u4e86\u6709\u53f2\u4ee5\u6765\u6700\u9ad8\u7684146\u4ebf\u7f8e\u5143\uff0c\u5171180\u8258\u8239\u3002\u5176\u4e2d\uff0c\u96c6\u88c5\u7bb1\u823916\u8258\uff0c\u6cb9\u8f6e11\u8258\uff0c\u6563\u8d27\u823910\u8258\u3002 \u200b\u200b22\u8d22\u5e74\u4e1a\u56de\u987e\u300222\u8d22\u5e74\u8425\u6536\u540c\u6bd4\u589e\u957f24%\u81f3\u4eba\u6c11\u5e01207\u4ebf\u5143\u3002\u51c0\u5229\u6da6(\u9664\u6295\u8d44\u5916)\u540c\u6bd4\u589e\u957f33%\u81f3\u4eba\u6c11\u5e0126\u4ebf\u5143\u3002 \u5e02\u573a\u5171\u8bc6\u3002 \u80a1\u4ef7\u4e0e\u4eba\u6c11\u5e01\u4ef7\u683c\u8d70\u52bf\u6bd4\u8f83 (Source: Bloomberg) (Source: Bloomberg) \u5eb7\u798f\u5fb7\u9ad8 (CD SP)\uff1a\u65c5\u6e38\u65fa\u5b63 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.15\uff0c\u76ee\u6807\u4ef7\uff1a1.25\uff0c\u6b62\u635f\u4ef7\uff1a1.10 \u5eb7\u798f\u5fb7\u9ad8\u516c\u53f8\u63d0\u4f9b\u9646\u8def\u8fd0\u8f93\u670d\u52a1\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5df4\u58eb\u3001\u51fa\u79df\u8f66\u3001\u94c1\u8def\u3001\u6c7d\u8f66\u79df\u8d41\u3001\u6c7d\u8f66\u5de5\u7a0b\u670d\u52a1\u3001\u68c0\u9a8c\u548c\u6d4b\u8bd5\u670d\u52a1\u3001\u9a7e\u9a76\u4e2d\u5fc3\u3001\u4fdd\u9669\u7ecf\u7eaa\u670d\u52a1\u548c\u6237\u5916\u5e7f\u544a\u3002 \u65c5\u6e38\u65fa\u5b63\u5e26\u52a8\u4e86\u4ea4\u901a\u9700\u6c42\u3002\u5728\u590f\u5b63\u65c5\u6e38\u65fa\u5b63\uff0c\u51fa\u79df\u8f66\u7b49\u5f85\u65f6\u95f4\u5ef6\u957f\u3002\u968f\u7740\u8d8a\u6765\u8d8a\u591a\u7684\u5458\u5de5\u8fd4\u56de\u529e\u516c\u5ba4\uff0c\u8fd9\u63d0\u632f\u4e86\u5df2\u7ecf\u4ece\u75ab\u60c5\u4e2d\u6062\u590d\u8fc7\u6765\u7684\u65b0\u52a0\u5761\u56fd\u5185\u5bf9\u79c1\u4eba\u4ea4\u901a\u5de5\u5177\u7684\u9700\u6c42\u3002\u53f8\u673a\u7684\u4f9b\u5e94\u8ddf\u4e0d\u4e0a\u79c1\u4eba\u4ea4\u901a\u9700\u6c42\u7684\u589e\u957f\u3002\u7531\u4e8e\u6253\u8f66\u4e58\u5ba2\u7b49\u5f85\u65f6\u95f4\u8fc7\u957f\uff0c\u79c1\u4eba\u53f8\u673a\u7684\u4f9b\u5e94\u4ec5\u4e3a\u75ab\u60c5\u524d\u6c34\u5e73\u768480%\u5de6\u53f3\u3002 \u5eb7\u798f\u5fb7\u9ad8\u80a1\u4ef7\u5b63\u8282\u6027\u8d8b\u52bf (Source: Bloomberg) \u65b0\u52a0\u5761\u65c5\u5ba2\u6570\u91cf\u8d8b\u52bf (Source: Singapore Tourism Analytics Network) \u66f4\u9ad8\u5e73\u53f0\u8d39\u7528\u9700\u6c42\u589e\u957f\u4e2d\u63a8\u52a8\u9500\u552e\u3002\u516c\u53f8\u6700\u8fd1\u5ba3\u5e03\uff0c\u8ba1\u5212\u4ece2023\u5e747\u67081\u65e5\u8d77\uff0c\u5bf9\u901a\u8fc7\u5176Zig\u5e94\u7528\u7a0b\u5e8f\u9884\u8ba2\u7684\u51fa\u79df\u8f66\u548c\u79c1\u4eba\u79df\u8f66\u6536\u53d670\u65b0\u5206\u7684\u9644\u52a0\u8d39\u3002\u5f15\u5165\u5e73\u53f0\u8d39\u7684\u76ee\u7684\u662f\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4ed6\u4eec\u70b9\u5bf9\u70b9\u8fd0\u8f93\u670d\u52a1\u7684\u8d28\u91cf\u3002\u901a\u8fc7\u5b9e\u65bd\u8fd9\u4e00\u989d\u5916\u8d39\u7528\uff0c\u516c\u53f8\u7684\u76ee\u6807\u662f\u5229\u7528\u9ad8\u5cf0\u65c5\u884c\u671f\u95f4\u5bf9\u51fa\u79df\u8f66\u7684\u9700\u6c42\u589e\u52a0\uff0c\u6700\u7ec8\u63d0\u9ad8\u4ed6\u4eec\u7684\u9500\u552e\u3002 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