{"id":59070,"date":"2025-01-05T17:54:13","date_gmt":"2025-01-05T09:54:13","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=59070"},"modified":"2025-01-05T17:54:14","modified_gmt":"2025-01-05T09:54:14","slug":"kgi-daily-trading-ideas-06-jan-2025-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-jan-2025-zh\/","title":{"rendered":"2025\u5e741\u67086\u65e5: Seatrium Ltd.(STM SP), \u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK), KKR &amp; Co Inc. (KKR 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<figure class=\"wp-block-image\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"829\" height=\"104\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259.png\" alt=\"\" class=\"wp-image-47866\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259.png 829w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/07\/word-image-259-768x96.png 768w\" sizes=\"(max-width: 829px) 100vw, 829px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-59070-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1528\" height=\"745\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-cell-phone-description-automati.png\" alt=\"A screenshot of a cell phone\n\nDescription automatically generated\" class=\"wp-image-59071\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-cell-phone-description-automati.png 1528w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-cell-phone-description-automati-300x146.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-cell-phone-description-automati-1024x499.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-cell-phone-description-automati-768x374.png 768w\" sizes=\"(max-width: 1528px) 100vw, 1528px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1071\" height=\"274\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-2.png\" alt=\"\" class=\"wp-image-59072\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-2.png 1071w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-2-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-2-1024x262.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-2-768x196.png 768w\" sizes=\"(max-width: 1071px) 100vw, 1071px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"915\" height=\"282\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-3.png\" alt=\"\" class=\"wp-image-59073\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-3.png 915w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-3-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-3-768x237.png 768w\" sizes=\"(max-width: 915px) 100vw, 915px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/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\/2025\/01\/word-image-59070-4.png\" alt=\"\" class=\"wp-image-59074\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-4.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-4-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-59070-_qqv3rtx8nazp\"><\/a><a id=\"post-59070-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"2168\" height=\"1051\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically.png\" alt=\"A screenshot of a phone\n\nDescription automatically generated\" class=\"wp-image-59075\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically.png 2168w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-300x145.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-1024x496.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-768x372.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-1536x745.png 1536w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-screenshot-of-a-phone-description-automatically-2048x993.png 2048w\" sizes=\"(max-width: 2168px) 100vw, 2168px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\" title=\"\">^ 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\/2025\/01\/word-image-59070-6.png\" alt=\"\" class=\"wp-image-59076\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-6.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-6-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h1 class=\"wp-block-heading\"><a id=\"post-59070-_7c2gwybbbr90\"><\/a><\/h1>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sg\"><a id=\"post-59070-_9i0c554gtu0u\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-7.png\" class=\"wp-image-59077\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-7.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-7-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Seatrium Ltd.(STM SP)\uff1a\u5f3a\u5927\u7684\u9879\u76ee\u50a8\u5907<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.14\uff0c\u76ee\u6807\u4ef7\uff1a2.30\uff0c\u6b62\u635f\u4ef7\uff1a2.06<\/strong><br>  <\/li>\n\n\n\n<li>Seatrium Ltd. \u662f\u4e00\u5bb6\u4e3a\u6d77\u4e0a\u3001\u8239\u8236\u548c\u80fd\u6e90\u884c\u4e1a\u63d0\u4f9b\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u7684\u516c\u53f8\u3002\u516c\u53f8\u4e1a\u52a1\u6db5\u76d6\u94bb\u4e95\u5e73\u53f0\u548c\u6d6e\u5f0f\u751f\u4ea7\u88c5\u7f6e\u3001\u7ef4\u4fee\u548c\u5347\u7ea7\u3001\u6d77\u4e0a\u5e73\u53f0\u4ee5\u53ca\u4e13\u4e1a\u9020\u8239\u3002Seatrium \u4e3a\u5168\u7403\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4e0eBP\u7b7e\u8ba2\u65b0\u5408\u540c<\/strong>\u3002Seatrium Ltd. \u8fd1\u671f\u5ba3\u5e03\u4e0eBP\u52d8\u63a2\u4e0e\u751f\u4ea7\u516c\u53f8 (bp) \u7b7e\u8ba2\u4e86\u4e00\u4efd\u5de5\u7a0b\u3001\u91c7\u8d2d\u3001\u65bd\u5de5\u548c\u9646\u4e0a\u8c03\u8bd5 (EPC) \u5408\u540c\uff0c\u4e3a\u7f8e\u56fd\u58a8\u897f\u54e5\u6e7e\u7684 Kaskida \u6d6e\u5f0f\u751f\u4ea7\u88c5\u7f6e (FPU) \u9879\u76ee\u63d0\u4f9b\u670d\u52a1\u3002Kaskida \u9879\u76ee\u4f4d\u4e8e\u65b0\u5965\u5c14\u826f\u897f\u5357\u7ea6 250 \u82f1\u91cc\u5904\u7684 Keathley Canyon \u5730\u533a\uff0c\u662f\u4e00\u4e2a\u7eff\u5730\u5f00\u53d1\u9879\u76ee\u3002\u5728\u7b2c\u4e00\u9636\u6bb5\u5f00\u53d1\u4e2d\uff0cFPU \u8bbe\u8ba1\u65e5\u4ea7\u539f\u6cb9\u9ad8\u8fbe 80,000 \u6876\uff0c\u5171\u516d\u53e3\u4e95\u3002\u8be5\u5408\u540c\u9884\u8ba1\u5c06\u663e\u8457\u63d0\u5347 Seatrium \u7684\u957f\u671f\u6536\u5165\u548c\u76c8\u5229\u80fd\u529b\uff0c\u589e\u5f3a\u5176\u5728\u6d77\u4e0a\u80fd\u6e90\u9886\u57df\u7684\u5e02\u573a\u5730\u4f4d\u3002<br>  <\/li>\n\n\n\n<li><strong>\u4e0e\u79d1\u94a6\u9020\u8239\u5382 (CSL) \u5408\u4f5c<\/strong>\u3002Seatrium Ltd. \u7684\u7f8e\u56fd\u5b50\u516c\u53f8 Seatrium Letourneau USA Inc. (SLET) \u4e0e\u79d1\u94a6\u9020\u8239\u5382\u6709\u9650\u516c\u53f8 (CSL) \u7b7e\u7f72\u4e86\u4e00\u4efd\u8c05\u89e3\u5907\u5fd8\u5f55 (MOU)\uff0c\u5171\u540c\u5f00\u53d1\u548c\u4f9b\u5e94\u9002\u5408\u5370\u5ea6\u5e02\u573a\u9700\u6c42\u7684\u81ea\u5347\u5f0f\u94bb\u4e95\u5e73\u53f0\u7684\u5173\u952e\u8bbe\u5907\u3002Seatrium \u5728\u4e00\u4efd\u5a92\u4f53\u58f0\u660e\u4e2d\u5f3a\u8c03\uff0c\u8be5\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u65e8\u5728\u5229\u7528\u8be5\u5730\u533a\u5bf9\u79fb\u52a8\u5f0f\u6d77\u4e0a\u94bb\u4e95\u88c5\u7f6e (MODU) \u7684\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u3002\u6b64\u6b21\u5408\u4f5c\u5c06\u7ed3\u5408 CSL \u7684\u9020\u8239\u4e13\u4e1a\u77e5\u8bc6\u548c SLET \u7684\u6280\u672f\u77e5\u8bc6\u548c\u8bbe\u8ba1\u80fd\u529b\uff0c\u6253\u9020\u6ee1\u8db3\u5370\u5ea6\u6d77\u4e0a\u80fd\u6e90\u9700\u6c42\u7684 MODU\u3002\u5bf9\u4e8e Seatrium \u800c\u8a00\uff0c\u6b64\u6b21\u5408\u4f5c\u6807\u5fd7\u7740\u5176\u8fdb\u519b\u5370\u5ea6\u6d77\u4e0a\u9886\u57df\u7684\u91cd\u8981\u4e00\u6b65\uff0c\u5e76\u6709\u52a9\u4e8e\u63a8\u52a8\u8be5\u56fd\u7684\u80fd\u6e90\u53d1\u5c55\u76ee\u6807\u3002<br>  <\/li>\n\n\n\n<li><strong>\u8ba2\u5355\u5145\u8db3\u524d\u666f\u4e50\u89c2<\/strong>\u3002\u622a\u81f3 2024 \u5e74 9 \u6708\u5e95\uff0cSeatrium \u7684\u51c0\u8ba2\u5355\u91cf\u8fbe\u5230 244 \u4ebf\u7f8e\u5143\uff0c\u5305\u62ec 30 \u4e2a\u9879\u76ee\uff0c\u8ba1\u5212\u4e8e 2031 \u5e74\u4e4b\u524d\u4ea4\u4ed8\u3002\u603b\u8ba2\u5355\u989d\u63a5\u8fd1 380 \u4ebf\u7f8e\u5143\uff0c\u5c06\u5728\u672a\u6765\u5341\u5e74\u5185\u4ea4\u4ed8\u3002\u516c\u53f8\u7684\u9879\u76ee\u7ba1\u9053\u4f9d\u7136\u5f3a\u52b2\uff0c\u5ba2\u6237\u5bfb\u6c42\u5408\u4f5c\u7684\u5174\u8da3\u6301\u7eed\u9ad8\u6da8\u3002Seatrium \u9884\u8ba1\u4e1a\u52a1\u6d3b\u52a8\u5c06\u5927\u5e45\u589e\u957f\uff0c\u5e76\u81f4\u529b\u4e8e\u964d\u4f4e\u503a\u52a1\u6c34\u5e73\uff0c\u540c\u65f6\u5bfb\u6c42\u65b0\u7684\u8d44\u91d1\u6765\u652f\u6301\u5f53\u524d\u548c\u672a\u6765\u7684\u9879\u76ee\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong> 24\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u589e\u957f39.1%\uff0c\u8fbe\u523040.1\u4ebf\u65b0\u5143\uff0c\u800c23\u5e74\u540c\u671f\u4e3a28.9\u4ebf\u65b0\u5143\u300224\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u4e3a3470\u4e07\u65b0\u5143\uff0c\u76f8\u6bd4\u4e4b\u4e0b\uff0c23\u5e74\u540c\u671f\u51c0\u4e8f\u635f2.405\u4ebf\u65b0\u5143\u300224\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a1.05\u65b0\u52a0\u5761\u5206\uff0c\u800c23\u5e74\u540c\u671f\u4e3a\u6bcf\u80a1\u4e8f\u635f9.40\u65b0\u52a0\u5761\u5206\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><br><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-59078\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-8.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-8-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1228\" height=\"538\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-9.jpeg\" alt=\"\" class=\"wp-image-59079\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-9.jpeg 1228w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-9-300x131.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-9-1024x449.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-9-768x336.jpeg 768w\" sizes=\"(max-width: 1228px) 100vw, 1228px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">\n  (Source: Bloomberg)\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" alt=\"A long line of a white background\n\nDescription automatically generated with medium confidence\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-white-background-description-aut-3.png\" class=\"wp-image-59080\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-white-background-description-aut-3.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-white-background-description-aut-3-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u80dc\u79d1\u5de5\u4e1a (SCI SP)\uff1a\u63d0\u524d\u5b8c\u5de5<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a5.45\uff0c\u76ee\u6807\u4ef7\uff1a5.85\uff0c\u6b62\u635f\u4ef7\uff1a5.25<\/strong><br>  <\/li>\n\n\n\n<li>\u65b0\u52a0\u5761\u80dc\u79d1\u5de5\u4e1a\u6709\u9650\u516c\u53f8\u4e3a\u5de5\u4e1a\u56ed\u533a\u63d0\u4f9b\u516c\u7528\u4e8b\u4e1a\u548c\u7efc\u5408\u670d\u52a1\uff0c\u5982\u7535\u529b\u3001\u5929\u7136\u6c14\u3001\u84b8\u6c7d\u3001\u6c34\u3001\u5e9f\u6c34\u5904\u7406\u548c\u5176\u4ed6\u73b0\u573a\u670d\u52a1\u3002\u80dc\u79d1\u5de5\u4e1a\u4e3a\u5de5\u4e1a\u56ed\u533a\u3001\u5546\u4e1a\u3001\u5546\u4e1a\u548c\u4f4f\u5b85\u7a7a\u95f4\u63d0\u4f9b\u670d\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u63d0\u524d\u5b8c\u5de5\u3002<\/strong>\u80dc\u79d1\u5de5\u4e1a\u96c6\u56e2\u6700\u8fd1\u8868\u793a\uff0c\u5176\u5728\u4e2d\u4e1c\u7684\u9996\u4e2a\u7eff\u8272\u80fd\u6e90\u9879\u76ee\u5c06\u6bd4\u8ba1\u5212\u63d0\u524d\u56db\u4e2a\u591a\u6708\u5f00\u59cb\u5546\u4e1a\u8fd0\u8425\u3002\u8fd9\u662f\u7531\u4e8e\u5176\u5168\u8d44\u5b50\u516c\u53f8\u80dc\u79d1\u516c\u7528\u4e8b\u4e1a\u5b8c\u6210\u4e86\u9a8c\u6536\u6d4b\u8bd5\uff0c\u5b9e\u73b0\u4e86\u8be5\u7535\u529b\u9879\u76ee\u7684\u5546\u4e1a\u8fd0\u8425\u3002\u9a6c\u7eb3\u4e8c\u671f\u592a\u9633\u80fd\u72ec\u7acb\u53d1\u7535\u9879\u76ee\u662f\u80dc\u79d1\u5728\u4e2d\u4e1c\u7684\u9996\u4e2a\u7eff\u8272\u80fd\u6e90\u5f00\u53d1\u9879\u76ee\u3002\u8be5\u9879\u76ee\u8fd8\u5f97\u5230\u4e86\u4e0e\u963f\u66fc\u7535\u529b\u548c\u6c34\u52a1\u91c7\u8d2d\u516c\u53f8\u7b7e\u8ba2\u7684 20 \u5e74\u7535\u529b\u8d2d\u4e70\u534f\u8bae\u7684\u652f\u6301\u3002\u9884\u8ba1\u8be5\u9879\u76ee\u5c06\u589e\u52a0\u96c6\u56e2\u7684\u6bcf\u80a1\u6536\u76ca\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5370\u5ea6\u592a\u9633\u80fd\u50a8\u80fd\u9879\u76ee\u3002<\/strong>\u80dc\u79d1\u5de5\u4e1a\u96c6\u56e2\u5168\u8d44\u62e5\u6709\u7684\u53ef\u518d\u751f\u80fd\u6e90\u5b50\u516c\u53f8\u80dc\u79d1\u7eff\u8272\u57fa\u5efa\u88ab\u5370\u5ea6\u56fd\u6709\u4f01\u4e1a\u5370\u5ea6\u592a\u9633\u80fd\u516c\u53f8\u6388\u4e88\u4e86\u4e00\u4e2a\u5efa\u8bbe-\u62e5\u6709-\u8fd0\u8425\u9879\u76ee\u3002\u8be5\u9879\u76ee\u5305\u62ec\u4e00\u4e2a 150 \u5146\u74e6 (MW) \u7684\u592a\u9633\u80fd\u5149\u4f0f\u9879\u76ee\u548c\u4e00\u4e2a 300 \u5146\u74e6\u65f6 (MWh) \u7684\u7535\u6c60\u50a8\u80fd\u7cfb\u7edf (BESS)\uff0c\u6807\u5fd7\u7740\u80dc\u79d1\u5728\u5370\u5ea6\u7684\u9996\u4e2a\u592a\u9633\u80fd\u548c BESS \u6df7\u5408\u9879\u76ee\u3002\u80dc\u79d1\u8fd8\u63d0\u5230\uff0c\u8be5\u534f\u8bae\u662f\u7ade\u6807\u4e24\u4e2a\u5343\u5146\u74e6 (GW) \u7684\u8de8\u5dde\u8f93\u7535\u7cfb\u7edf\u8fde\u63a5\u592a\u9633\u80fd\u53d1\u7535\u9879\u76ee\u548c 4 GWh \u7684 BESS \u7684\u4e00\u90e8\u5206\u3002\u8be5\u9879\u76ee\u8ba1\u5212\u5728\u534f\u8bae\u7b7e\u7f72\u4e4b\u65e5\u8d77\u4e24\u5e74\u5185\u6295\u5165\u5546\u4e1a\u8fd0\u8425\uff0c\u5e76\u5c06\u901a\u8fc7\u5185\u90e8\u8d44\u91d1\u548c\u503a\u52a1\u878d\u8d44\u3002\u9884\u8ba1\u8fd9\u5c06\u4f7f\u80dc\u79d1\u5728\u5370\u5ea6\u7684\u53ef\u518d\u751f\u80fd\u6e90\u603b\u88c5\u673a\u5bb9\u91cf\u8fbe\u5230\u8fd1 6 GW\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong> 24\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u4e0b\u964d12.3%\uff0c\u81f332.1\u4ebf\u65b0\u5143\uff0c\u800c23\u5e74\u540c\u671f\u4e3a36.6\u4ebf\u65b0\u5143\u300224\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f1.1%\uff0c\u81f35.5\u4ebf\u65b0\u5143\uff0c\u800c23\u5e74\u540c\u671f\u4e3a5.44\u4ebf\u65b0\u5143\u300224\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e3a30.30\u65b0\u52a0\u5761\u5206\uff0c\u9ad8\u4e8e23\u5e74\u540c\u671f\u768429.71\u65b0\u52a0\u5761\u5206\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6\u3002<\/strong><br><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-59081\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-7.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-7.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-7-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1263\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-showing-a-price-description-automatically-1.jpeg\" alt=\"A graph showing a price\n\nDescription automatically generated with medium confidence\" class=\"wp-image-59082\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-showing-a-price-description-automatically-1.jpeg 1263w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-showing-a-price-description-automatically-1-300x133.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-showing-a-price-description-automatically-1-1024x452.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-showing-a-price-description-automatically-1-768x339.jpeg 768w\" sizes=\"(max-width: 1263px) 100vw, 1263px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\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\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-13.png\" class=\"wp-image-59083\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-13.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-13-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"hk\"><a id=\"post-59070-_f3bvj0c8rd86\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-14.png\" class=\"wp-image-59084\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-14.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-14-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-59070-_34eo5yf8y7pj\"><\/a><strong>\u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK)\uff1a\u4f9b\u5e94\u94fe\u95ee\u9898<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a1.75\uff0c\u76ee\u6807\u4ef7\uff1a2.05\uff0c\u6b62\u635f\u4ef7\uff1a1.60<\/strong><br>  <\/li>\n\n\n\n<li>\u4e2d\u5e7f\u6838\u77ff\u4e1a\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u5929\u7136\u94c0\u8d38\u6613\u4e1a\u52a1\u7684\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u4e2a\u5206\u90e8\u8fd0\u8425\u4e1a\u52a1\u3002\u5929\u7136\u94c0\u8d38\u6613\u5206\u90e8\u4ece\u4e8b\u5929\u7136\u94c0\u8d38\u6613\u4e1a\u52a1\u3002\u7269\u4e1a\u6295\u8d44\u5206\u90e8\u4ece\u4e8b\u79df\u8d41\u4e1a\u52a1\u3002\u5176\u4ed6\u6295\u8d44\u5206\u90e8\u4ece\u4e8b\u6295\u8d44\u6d3b\u52a8\u3002<br>  <\/li>\n\n\n\n<li><strong>\u94c0\u4f9b\u5e94\u53d7\u9650\u3002<\/strong>Cameco\u6700\u8fd1\u5ba3\u5e03\uff0c\u7531\u4e8e\u672a\u80fd\u53ca\u65f6\u5411\u80fd\u6e90\u90e8\u63d0\u4ea4\u6240\u9700\u6587\u4ef6\uff0c\u5176\u4e0e\u54c8\u8428\u514b\u65af\u5766\u56fd\u5bb6\u539f\u5b50\u80fd\u516c\u53f8\uff08Kazatomprom\uff09\u5728\u54c8\u8428\u514b\u65af\u5766\u7684Inkai\u5408\u8d44\u4f01\u4e1a\u5c06\u6682\u505c\u751f\u4ea7\u3002Inkai\u5408\u8d44\u4f01\u4e1a\u66fe\u9884\u8ba1\u57282024\u5e74\u5e95\u524d\u83b7\u5f97\u94c0\u77ff\u5e8a\u5f00\u53d1\u9879\u76ee\u66f4\u65b0\u6587\u4ef6\u63d0\u4ea4\u671f\u9650\u7684\u5ef6\u671f\u3002\u7136\u800c\uff0c\u5ef6\u671f\u5e76\u672a\u83b7\u6279\uff0c\u4fc3\u4f7fKazatomprom\u6682\u505c\u8fd0\u8425\u4ee5\u907f\u514d\u6f5c\u5728\u8fdd\u53cd\u54c8\u8428\u514b\u65af\u5766\u6cd5\u89c4\u7684\u60c5\u51b5\u3002\u7531\u4e8e\u54c8\u8428\u514b\u65af\u5766\u662f\u5168\u7403\u6700\u5927\u7684\u94c0\u751f\u4ea7\u56fd\uff0c\u6b64\u6b21\u6682\u505c\u5f15\u53d1\u4e86\u5bf9\u94c0\u5e02\u573a\u6f5c\u5728\u4f9b\u5e94\u94fe\u4e2d\u65ad\u7684\u62c5\u5fe7\u3002\u8fd9\u63a8\u9ad8\u4e86\u94c0\u4ef7\uff0c\u81ea2025\u5e74\u521d\u4ee5\u6765\uff0c\u94c0\u4ef7\u4e0a\u6da81.60\u7f8e\u5143\/\u78c5\uff0c\u6da8\u5e45\u4e3a2.19%\u3002<br>  <\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u94c0\u671f\u8d27\u4ef7\u683c<\/strong>\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1229\" height=\"580\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-15.jpeg\" alt=\"\" class=\"wp-image-59085\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-15.jpeg 1229w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-15-300x142.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-15-1024x483.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-15-768x362.jpeg 768w\" sizes=\"(max-width: 1229px) 100vw, 1229px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/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\">\n<li><strong>\u4e2d\u56fd\u5728\u94c0\u9886\u57df\u7684\u5f71\u54cd\u529b\u4e0d\u65ad\u589e\u5f3a\u3002<\/strong>\u4fc4\u7f57\u65af\u6838\u80fd\u5de8\u5934Rosatom\u5ba3\u5e03\u5c06\u5176\u5728\u54c8\u8428\u514b\u65af\u5766\u7684\u94c0\u77ff\u5f00\u91c7\u4e1a\u52a1\u7684\u91cd\u5927\u80a1\u6743\u51fa\u552e\u7ed9\u4e2d\u56fd\u516c\u53f8\uff0c\u6807\u5fd7\u7740\u4e2d\u4e9a\u5730\u533a\u5f71\u54cd\u529b\u7684\u8f6c\u53d8\u3002Rosatom\u5b50\u516c\u53f8Uranium One Group\u5df2\u5c06\u5176\u5728\u54c8\u8428\u514b\u65af\u5766\u768449.99%\u80a1\u4efd\u51fa\u552e\u7ed9\u7531\u4e2d\u56fd\u56fd\u5bb6\u6838\u7535\u6280\u672f\u6709\u9650\u516c\u53f8\uff08SNPTC\uff09\u62e5\u6709\u7684Astana Mining Company\u3002\u6b64\u5916\uff0cUranium One\u9884\u8ba1\u5c06\u5411\u4e2d\u56fd\u5e7f\u6838\u96c6\u56e2\uff08CGN\uff09\u5b50\u516c\u53f8\u4e2d\u56fd\u6838\u5de5\u4e1a\u96c6\u56e2\u6709\u9650\u516c\u53f8\u51fa\u552e30%\u7684Khorasan-U\u548cKyzylkum LLP\u80a1\u4efd\u3002\u8fd9\u4e00\u8f6c\u53d8\u51f8\u663e\u4e86\u4e2d\u56fd\u5728\u539f\u82cf\u8054\u52a0\u76df\u5171\u548c\u56fd\u7684\u5b58\u5728\u611f\u589e\u5f3a\u4ee5\u53ca\u83ab\u65af\u79d1\u5728\u8be5\u5730\u533a\u5f71\u54cd\u529b\u7684\u9010\u6e10\u4e0b\u964d\u3002\u6b64\u4e3e\u7d27\u968f\u5317\u4eac\u6700\u8fd1\u51fa\u53f0\u7684\u4e00\u7cfb\u5217\u523a\u6fc0\u8ba1\u5212\uff0c\u5176\u4e2d\u5305\u62ec\u5bf9\u57fa\u7840\u8bbe\u65bd\u7684\u5927\u91cf\u6295\u8d44\uff0c\u5c24\u5176\u662f\u6838\u7535\u7ad9\uff0c\u8fd9\u63a8\u52a8\u4e86\u5bf9\u94c0\uff08\u6838\u80fd\u7684\u5173\u952e\u71c3\u6599\uff09\u7684\u9700\u6c42\u589e\u957f\u3002\u4e2d\u56fd\u96c4\u5fc3\u52c3\u52c3\u7684\u6838\u80fd\u6269\u5f20\u8ba1\u5212\uff0c\u76ee\u524d\u5168\u740358\u5ea7\u6838\u53cd\u5e94\u5806\u4e2d\u670922\u5ea7\u6b63\u5728\u4e2d\u56fd\u5efa\u8bbe\uff0c\u4f7f\u8be5\u56fd\u5904\u4e8e\u5168\u7403\u6838\u80fd\u590d\u5174\u7684\u524d\u6cbf\u3002\u8fd9\u79cd\u5f3a\u52b2\u7684\u63a8\u52a8\u589e\u5f3a\u4e86\u94c0\u5e02\u573a\u7684\u957f\u671f\u6295\u8d44\u524d\u666f\uff0c\u5438\u5f15\u4e86\u66f4\u5f3a\u70c8\u7684\u5e02\u573a\u5174\u8da3\u3002<br>  <\/li>\n\n\n\n<li><strong>\u79d1\u6280\u5de8\u5934\u6d89\u8db3\u6838\u80fd\u3002<\/strong>\u5728\u8fc7\u53bb\u7684\u51e0\u4e2a\u6708\u91cc\uff0c\u5fae\u8f6f\u901a\u8fc7\u4e0e\u7f8e\u56fd\u6700\u5927\u7684\u6e05\u6d01\u80fd\u6e90\u4f9b\u5e94\u5546Constellation Energy (CEG) \u7b7e\u7f72\u7535\u529b\u8d2d\u4e70\u534f\u8bae\uff0c\u91cd\u65b0\u70b9\u71c3\u4e86\u5bf9\u6838\u80fd\u80a1\u7968\u7684\u5174\u8da3\u3002\u6839\u636e\u534f\u8bae\uff0cConstellation\u5c06\u91cd\u542f\u5bbe\u5915\u6cd5\u5c3c\u4e9a\u5dde\u7684\u4e09\u54e9\u5c9b\u6838\u7535\u7ad9\uff0c\u4ee5\u652f\u6301\u5fae\u8f6f\u4e0d\u65ad\u589e\u957f\u7684\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u9700\u6c42\u3002\u8c37\u6b4c\uff08Alphabet\u7684\u5b50\u516c\u53f8\uff09\u4e5f\u4e0e\u79c1\u8425\u516c\u53f8Kairos Power \u5408\u4f5c\uff0c\u5171\u540c\u5efa\u8bbe\u4e00\u7cfb\u5217\u603b\u88c5\u673a\u5bb9\u91cf\u4e3a500\u5146\u74e6\u7684\u5c0f\u578b\u6a21\u5757\u5316\u53cd\u5e94\u5806\uff08SMR\uff09\u3002\u4e9a\u9a6c\u900a\u4e5f\u5ba3\u5e03\u8ba1\u5212\u4e0eEnergy Northwest\u3001Dominion Energy\u548c\u79c1\u8425\u516c\u53f8X-energy\u5408\u4f5c\uff0c\u5efa\u9020\u591a\u4e2aSMR\u3002\u8fd9\u4e9b\u6838\u8d44\u6e90\u5c06\u652f\u6301\u4e9a\u9a6c\u900a\u672a\u6765\u7684AI\u670d\u52a1\u3002\u8fd9\u4e9b\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u5fc5\u5c06\u63a8\u52a8\u5bf9\u94c0\u5e02\u573a\u7684\u66f4\u591a\u5173\u6ce8\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u7b2c\u4e09\u5b63\u8fd0\u8425\u66f4\u65b0\u3002<\/strong>24\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8be5\u96c6\u56e2\u7684\u5929\u7136\u94c0\u77ff\u751f\u4ea7\u4e86692.6 tU\u7684\u94c0\uff0c\u8fbe\u5230\u4e86\u5b63\u5ea6\u751f\u4ea7\u76ee\u6807712.8 tU\u768497.2%\u3002\u5176\u4e2d\uff0cSemizbayu LLP\uff08\u4e00\u5bb6\u6301\u80a149%\u7684\u54c8\u8428\u514b\u65af\u5766\u5408\u8d44\u4f01\u4e1a\uff09\u751f\u4ea7\u4e86228.9 tU\uff0c\u800cOrtalyk LLP\u77ff\u4e1a\u516c\u53f8\uff08\u4e00\u5bb6\u6301\u80a149%\u7684\u54c8\u8428\u514b\u65af\u5766\u5408\u8d44\u4f01\u4e1a\uff09\u751f\u4ea7\u4e86463.7 tU\u3002\u4e0a\u534a\u5e74\u8ba1\u5212\u91c7\u94c0\u91cf712.8 tU\uff0c\u5b9e\u9645\u91c7\u94c0\u91cf692.6 tU\uff0c\u5b8c\u6210\u738797.2%\u3002\u5176\u4e2d\uff0cSemizbay\u77ff\u7684\u603b\u4ea7\u91cf\u4e3a95.0 tU\uff0c Irkol\u77ff\u7684\u603b\u4ea7\u91cf\u4e3a133.9 tU\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>\u6536\u5165\u589e\u957f38.8%\u81f340.7\u4ebf\u6e2f\u5143\u3002\u603b\u4e8f\u635f\u4e3a5,640\u4e07\u6e2f\u5143\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u7684\u5229\u6da6\u4e3a1.867\u4ebf\u6e2f\u5143\u3002\u5f52\u5c5e\u4e8e\u516c\u53f8\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e0b\u8dcc37.0%\u81f31.131\u4ebf\u6e2f\u5143\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><br><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-59086\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-16.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-16.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-16-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1229\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-17.jpeg\" alt=\"\" class=\"wp-image-59087\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-17.jpeg 1229w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-17-300x136.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-17-1024x465.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-17-768x349.jpeg 768w\" sizes=\"(max-width: 1229px) 100vw, 1229px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\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\"><strong><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-18.png\" class=\"wp-image-59088\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-18.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-18-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u8001\u94fa\u9ec4\u91d1(6181 HK)\uff1a\u9ec4\u91d1\u524d\u666f\u4e50\u89c2<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a250\uff0c\u76ee\u6807\u4ef7\uff1a290\uff0c\u6b62\u635f\u4ef7\uff1a230<\/strong><br>  <\/li>\n\n\n\n<li>\u8001\u94fa\u9ec4\u91d1\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4ece\u4e8b\u7814\u53d1\u3001\u5236\u4f5c\u548c\u9500\u552e\u9ec4\u91d1\u9970\u54c1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u5546\u54c1\u5236\u4f5c\u548c\u4fdd\u517b\u7ef4\u4fee\u670d\u52a1\u3002\u8be5\u516c\u53f8\u9ec4\u91d1\u4ea7\u54c1\u4e3b\u8981\u5305\u62ec\u8db3\u91d1\u9ec4\u91d1\u4ea7\u54c1\u548c\u8db3\u91d1\u9576\u5d4c\u4ea7\u54c1\uff08\u8db3\u91d1\u9576\u5d4c\u94bb\u77f3\u6216\u5176\u4ed6\u5b9d\u77f3\uff09\u3002\u8db3\u91d1\u9ec4\u91d1\u4ea7\u54c1\u662f\u4ee5\u4e00\u7cfb\u5217\u53e4\u6cd5\u624b\u5de5\u6280\u827a\u5236\u4f5c\u7684\u9ec4\u91d1\u4ea7\u54c1\uff0c\u5305\u62ec\u540a\u5760\u3001\u624b\u956f\u3001\u6212\u6307\u53ca\u8033\u9489\u7b49\u65e5\u5e38\u4f69\u6234\u7684\u914d\u9970\uff0c\u4ee5\u53ca\u628a\u73a9\u3001\u65e5\u7528\u91d1\u5668\u548c\u6446\u4ef6\u91d1\u5668\u7b49\u514b\u91cd\u8f83\u5927\u7684\u73e0\u5b9d\u3002\u8db3\u91d1\u9576\u5d4c\u4ea7\u54c1\u662f\u94bb\u77f3\u6216\u5176\u4ed6\u5b9d\u77f3\uff08\u5982\u6709\u8272\u5b9d\u77f3\uff09\u9576\u5d4c\u4e8e\u8db3\u91d1\u9576\u6258\u4e2d\u3002\u8be5\u516c\u53f8\u4e3b\u8981\u5728\u4e2d\u56fd\u5e02\u573a\u5f00\u5c55\u4e1a\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>2025 \u5e74\u7684\u4e0d\u786e\u5b9a\u6027\u7ee7\u7eed\u652f\u6491\u91d1\u4ef7\u3002 <\/strong>\u968f\u7740\u65b0\u5174\u5e02\u573a\u592e\u884c\u52a0\u901f\u8d2d\u91d1\uff0c\u91d1\u4ef7\u9884\u8ba1\u5c06\u9ad8\u4e8e\u9884\u671f\u4e0a\u6da8\u3002\u53d7\u7f8e\u56fd\u5f53\u9009\u603b\u7edf\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e\u5373\u5c06\u51fa\u53f0\u7684\u653f\u7b56\u4ee5\u53ca\u7f8e\u8054\u50a8 (Fed) \u4e0b\u4e00\u6b65\u4e3e\u63aa\u7684\u6295\u8d44\u8005\u8c28\u614e\u60c5\u7eea\u9a71\u52a8\uff0c\u7f8e\u5143\u7ee7\u7eed\u53d7\u76ca\u4e8e\u907f\u9669\u5e02\u573a\u73af\u5883\u3002\u7f8e\u8054\u50a8\u5728 12 \u6708\u7684\u653f\u7b56\u4f1a\u8bae\u4e0a\u91c7\u53d6\u4e86\u9e70\u6d3e\u7acb\u573a\uff0c\u63d0\u9ad8\u4e86\u672c\u6708\u6682\u505c\u964d\u606f\u5468\u671f\u7684\u9884\u671f\u3002\u5c3d\u7ba1\u7f8e\u5143\u5f3a\u52b2\uff0c\u4f46\u7f8e\u56fd\u56fd\u503a\u6536\u76ca\u7387\u590d\u82cf\u7684\u505c\u6ede\u4f3c\u4e4e\u5728\u652f\u6491\u91d1\u4ef7\u3002\u8fd9\u8fdb\u4e00\u6b65\u5f97\u5230\u4e86\u6301\u7eed\u7684\u4e2d\u56fd\u7ecf\u6d4e\u62c5\u5fe7\u548c\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\uff08\u5c24\u5176\u662f\u4e2d\u4e1c\uff09\u80cc\u666f\u4e0b\uff0c\u5bf9\u9ec4\u91d1\u4f5c\u4e3a\u4f20\u7edf\u907f\u9669\u8d44\u4ea7\u9700\u6c42\u7684\u589e\u52a0\u7684\u63d0\u632f\u3002\u6b64\u5916\uff0c\u5e02\u573a\u9884\u671f\u4e2d\u56fd\u5c06\u5728 2025 \u5e74\u91c7\u53d6\u66f4\u591a\u79ef\u6781\u7684\u523a\u6fc0\u7ecf\u6d4e\u589e\u957f\u653f\u7b56\uff0c\u8fdb\u4e00\u6b65\u63d0\u632f\u91d1\u4ef7\uff0c\u4e2d\u56fd\u4ecd\u7136\u662f\u5168\u7403\u6700\u5927\u7684\u8d35\u91d1\u5c5e\u6d88\u8d39\u56fd\u3002<br>  <\/li>\n\n\n\n<li><strong>\u8d28\u91cf\u91cd\u4e8e\u6570\u91cf\u7684\u5546\u4e1a\u6a21\u5f0f\u3002 <\/strong>\u516c\u53f8\u6210\u7acb\u4e8e 15 \u5e74\u524d\uff0c\u4e00\u76f4\u6709\u610f\u4fdd\u6301\u7cbe\u54c1\u5e97\u7684\u5b58\u5728\uff0c\u4ec5\u6709 33 \u5bb6\u95e8\u5e97\uff0c\u4e13\u8425\u4ee5\u4f5b\u6559\u4e3a\u7075\u611f\u8bbe\u8ba1\u7684\u4f20\u7edf\u9ec4\u91d1\u73e0\u5b9d\uff0c\u4ee5\u56fa\u5b9a\u4ef7\u683c\u51fa\u552e\u3002\u8fd9\u79cd\u505a\u6cd5\u5c06\u516c\u53f8\u4e0e\u901a\u5e38\u6839\u636e\u91cd\u91cf\u5b9a\u4ef7\u5546\u54c1\u7684\u5f53\u5730\u7ade\u4e89\u5bf9\u624b\u533a\u5206\u5f00\u6765\u3002\u5bf9\u4e8e\u8001\u51e4\u7965\u6765\u8bf4\uff0c\u8fd9\u79cd\u533a\u522b\u63d0\u5347\u4e86\u5176\u5962\u534e\u9b45\u529b\uff0c\u8ba9\u4eba\u8054\u60f3\u5230\u5361\u5730\u4e9a\u548c\u8482\u8299\u5c3c\u7b49\u5168\u7403\u54c1\u724c\uff0c\u8fd9\u5bf9\u4e8e\u4e00\u4e2a\u4e2d\u56fd\u54c1\u724c\u6765\u8bf4\u662f\u7f55\u89c1\u7684\u6210\u5c31\u3002\u516c\u53f8\u7684\u5c0f\u89c4\u6a21\u4e5f\u6210\u4e3a\u6218\u7565\u4f18\u52bf\uff0c\u4f7f\u5176\u80fd\u591f\u4e13\u6ce8\u4e8e\u8d28\u91cf\u800c\u975e\u6570\u91cf\uff0c\u5e76\u5728\u4e2d\u56fd\u5236\u9020\u5962\u4f88\u54c1\u7684\u7ec6\u5206\u5e02\u573a\u4e2d\u72ec\u6811\u4e00\u5e1c\u3002\u5c55\u671b\u672a\u6765\uff0c\u8fd9\u79cd\u5546\u4e1a\u6a21\u5f0f\u975e\u5e38\u9002\u5408\u5438\u5f15\u9ad8\u51c0\u503c\u6d88\u8d39\u8005\uff0c\u5de9\u56fa\u8001\u51e4\u7965\u7684\u957f\u671f\u524d\u666f\u3002<br>  <\/li>\n\n\n\n<li><strong>\u6269\u5f20\u8ba1\u5212\u3002 <\/strong>\u8001\u51e4\u7965\u62e5\u6709 33 \u5bb6\u95e8\u5e97\u7684\u9002\u4e2d\u7f51\u7edc\uff0c\u4e13\u8425\u4ee5\u4f5b\u6559\u4e3a\u7075\u611f\u7684\u4f20\u7edf\u9ec4\u91d1\u73e0\u5b9d\u3002\u9664\u4e86\u5b9e\u4f53\u5e97\u9762\u4e4b\u5916\uff0c\u516c\u53f8\u8fd8\u901a\u8fc7\u963f\u91cc\u5df4\u5df4\u5929\u732b\u3001\u4eac\u4e1c\u548c\u5fae\u4fe1\u7b49\u7535\u5b50\u5546\u52a1\u5e73\u53f0\u7684\u65d7\u8230\u5e97\u62d3\u5c55\u7ebf\u4e0a\u4e1a\u52a1\u3002\u672a\u6765\u4e09\u5e74\uff0c\u8001\u51e4\u7965\u8ba1\u5212\u901a\u8fc7\u5728\u4e2d\u56fd\u5927\u9646\u65b0\u589e 10 \u5bb6\u95e8\u5e97\uff0c\u5e76\u5728\u9999\u6e2f\u3001\u6fb3\u95e8\u3001\u65b0\u52a0\u5761\u548c\u5176\u4ed6\u4e9a\u6d32\u57ce\u5e02\u65b0\u589e\u7ea6 5 \u5bb6\u95e8\u5e97\u8fdb\u884c\u6218\u7565\u6269\u5f20\u3002\u5c3d\u7ba1\u5982\u6b64\uff0c\u516c\u53f8\u4ecd\u7136\u81f4\u529b\u4e8e\u5176\u6838\u5fc3\u7406\u5ff5\uff0c\u5373\u4f18\u5148\u8003\u8651\u8d28\u91cf\u800c\u975e\u6570\u91cf\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002 <\/strong>\u6536\u5165\u8f8323\u5e74\u4e0a\u534a\u5e74\u768414.2\u4ebf\u5143\u4eba\u6c11\u5e01\u589e\u957f148.3%\uff0c\u8fbe\u523035.2\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u51c0\u5229\u6da6\u8f8323\u5e74\u4e0a\u534a\u5e74\u76841.97\u4ebf\u5143\u4eba\u6c11\u5e01\u589e\u957f197.9%\uff0c\u8fbe\u52305.88\u4ebf\u5143\u4eba\u6c11\u5e01\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4ece23\u5e74\u4e0a\u534a\u5e74\u76841.44\u5143\u4eba\u6c11\u5e01\u4e0a\u5347\u81f324\u5e74\u4e0a\u534a\u5e74\u76844.11\u5143\u4eba\u6c11\u5e01\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><br><strong><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-59089\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-8.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-8.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-8-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1263\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-screen-description-automatically-gen-1.jpeg\" alt=\"A graph on a screen\n\nDescription automatically generated\" class=\"wp-image-59090\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-screen-description-automatically-gen-1.jpeg 1263w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-screen-description-automatically-gen-1-300x133.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-screen-description-automatically-gen-1-1024x452.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-on-a-screen-description-automatically-gen-1-768x339.jpeg 768w\" sizes=\"(max-width: 1263px) 100vw, 1263px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\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\/2025\/01\/word-image-59070-21.png\" alt=\"\" class=\"wp-image-59091\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-21.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-21-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"us\"><a id=\"post-59070-_6xzuwbi3dcr\"><\/a><strong><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"105\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-22.png\" class=\"wp-image-59092\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-22.png 827w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-22-300x38.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-22-768x98.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>KKR & Co Inc. (KKR US)\uff1a\u5e76\u8d2d\u524d\u666f\u4e50\u89c2<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a148\uff0c\u76ee\u6807\u4ef7\uff1a168\uff0c\u6b62\u635f\u4ef7\uff1a138<\/strong><br>  <\/li>\n\n\n\n<li>KKR & Co. Inc. \u4ee5\u6295\u8cc7\u516c\u53f8\u71df\u904b\u3002\u8a72\u516c\u53f8\u7ba1\u7406\u79c1\u52df\u80a1\u6b0a\u3001\u80fd\u6e90\u3001\u57fa\u790e\u8a2d\u65bd\u3001\u623f\u5730\u7522\u3001\u4fe1\u8cb8\u7b56\u7565\u548c\u5c0d\u6c96\u57fa\u91d1\u7b49\u6295\u8cc7\u3002\u516c\u53f8\u70ba\u5168\u7403\u7b2c\u4e8c\u5927\u79c1\u52df\u57fa\u91d1\u3002<br>  <\/li>\n\n\n\n<li><strong>2025\u5e74\u5168\u7403\u5e76\u8cfc\u6d3b\u52d5\u52d5\u80fd\u5c07\u5ef6\u7e8c\u3002<\/strong>\u9810\u671f\u806f\u90a6\u57fa\u91d1\u5229\u7387\u5c07\u9032\u4e00\u6b65\u4e0b\u964d\uff0c\u540c\u6642\u7f8e\u570b\u7d93\u6fdf\u7dad\u6301\u6eab\u548c\u589e\u9577\uff0c\u4f01\u696d\u518d\u878d\u8cc7\u9700\u6c42\u8f03\u5927\u3002\u6b64\u5916\uff0c\u7f8e\u80a1\u5e02\u5834\u4f30\u503c\u8655\u65bc\u8f03\u9ad8\u6c34\u5e73\uff0c\u6709\u66f4\u591a\u4f01\u696d\u8b00\u6c42\u4e0a\u5e02\u3002\u4e00\u7d1a\u5e02\u5834\u5728\u9023\u7e8c\u5169\u5e74\u7684\u4e8c\u7d1a\u5e02\u5834\u4e0a\u6f32\u53ca\u7a4d\u6975\u770b\u591a\u60c5\u7dd2\u4e0b\u9010\u6b65\u56de\u6696\uff0c\u5c24\u5176\u662f\u5728\u4eba\u5de5\u667a\u80fd\u61c9\u7528\u53ca\u5176\u4ed6\u65b0\u8208\u79d1\u6280\u767c\u5c55\u9818\u57df\u3002\u5728\u7279\u6717\u666e\u518d\u5ea6\u4e3b\u653f\u4e0b\uff0c\u5168\u7403\u8cbf\u6613\u6469\u64e6\u5c07\u5347\u6eab\uff0c\u56e0\u6b64\u66f4\u591a\u8de8\u570b\u4f01\u696d\u901a\u904e\u5e76\u8cfc\u6216\u8cc7\u7522\u525d\u96e2\u4ee5\u964d\u4f4e\u5730\u7de3\u653f\u6cbb\u98a8\u96aa\u6240\u5e36\u4f86\u7684\u6f5b\u5728\u8667\u640d\u3002<br>  <\/li>\n\n\n\n<li><strong>\u8cc7\u7522\u7ba1\u7406\u898f\u6a21\u53ca\u7ba1\u7406\u8cbb\u6536\u5165\u589e\u9577\u4eae\u9e97\u3002<\/strong>\u622a\u81f324\u8ca1\u5e74\u7b2c\u4e09\u5b63\uff0c\u516c\u53f8\u7684\u8cc7\u7522\u7ba1\u7406\u898f\u6a21\u540c\u6bd4\u4e0a\u534726.6%\u81f36,243.96\u5104\u7f8e\u5143\u30022024\u5e74\u524d\u4e09\u5b63\u96c6\u8cc7\u984d\u70ba1,183.08\u5104\u7f8e\u5143\uff0c\u800c2023\u5e74\u540c\u671f\u70ba380.89\u5104\u7f8e\u5143\u3002\u516c\u53f8\u7ba1\u7406\u5c64\u900f\u9732\u5176\u79c1\u52df\u57fa\u91d160%\u7684\u5009\u4f4d\u7684\u672a\u5be6\u73fe\u76c8\u5229\u56de\u5831\u7387\u8d85\u904e50%\uff0c\u7e3d\u9ad4\u672a\u5be6\u73fe\u76c8\u5229\u540c\u6bd4\u589e\u957740%. \u7b2c\u4e09\u5b63\u7ba1\u7406\u8cbb\u76f8\u95dc\u6536\u5165\u540c\u6bd4\u589e\u957779.5%\uff0c\u74b0\u6bd4\u589e\u957734.5%\u81f310\u5104\u7f8e\u5143\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002 <\/strong>\u516c\u53f8\u7b2c\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f44.5%\uff0c\u8fbe\u523047.9\u4ebf\u7f8e\u5143\u3002\u7136\u800c\uff0c\u51c0\u5229\u6da6\u51fa\u73b0\u4e0b\u964d\uff0c\u4ece2023\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768414.729\u4ebf\u7f8e\u5143\u51cf\u5c11\u81f36.546\u4ebf\u7f8e\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u4e5f\u968f\u4e4b\u51cf\u5c11\uff0c\u4ece\u53bb\u5e74\u76841.71\u7f8e\u5143\u964d\u81f30.74\u7f8e\u5143\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/li>\n<\/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\/2025\/01\/word-image-59070-23.png\" alt=\"\" class=\"wp-image-59093\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-23.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-23-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1156\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-24.jpeg\" alt=\"\" class=\"wp-image-59094\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-24.jpeg 1156w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-24-300x145.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-24-1024x494.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-24-768x371.jpeg 768w\" sizes=\"(max-width: 1156px) 100vw, 1156px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\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\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" alt=\"A long line of a flag\n\nDescription automatically generated with medium confidence\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-3.png\" class=\"wp-image-59096\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-3.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-3-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-long-line-of-a-flag-description-automatically-g-3-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Banco Macro S.A. (BMA US)\uff1a\u4e00\u7ebf\u5e0c\u671b<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u6b62\u635f\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a100\uff0c\u76ee\u6807\u4ef7\uff1a120\uff0c\u6b62\u635f\u4ef7\uff1a90<\/strong><br>  <\/li>\n\n\n\n<li>Banco Macro SA \u5438\u6536\u5b58\u6b3e\u5e76\u63d0\u4f9b\u96f6\u552e\u548c\u5546\u4e1a\u94f6\u884c\u670d\u52a1\u3002 \u8be5\u94f6\u884c\u63d0\u4f9b Visa \u548c Amex \u4fe1\u7528\u5361\u3001\u6d88\u8d39\u8d37\u6b3e\u3001\u4fdd\u9669\u548c\u5176\u4ed6\u91d1\u878d\u670d\u52a1\u3002 \u5b8f\u5229\u94f6\u884c\u5728\u963f\u6839\u5ef7\u5f00\u5c55\u4e1a\u52a1\uff0c\u5e76\u901a\u8fc7\u5176\u5b50\u516c\u53f8 Sun Bank & Trust \u5728\u5df4\u54c8\u9a6c\u5f00\u5c55\u4e1a\u52a1\u3002<br>  <\/li>\n\n\n\n<li><strong>\u963f\u6839\u5ef7\u7d93\u6fdf\u51fa\u73fe\u66d9\u5149\u3002<\/strong>\u963f\u6839\u5ef72024\u5e74\u7b2c\u4e09\u5b63\u5ea6GDP\u74b0\u6bd4\u589e\u95773.9%\uff0c\u662f\u81ea2023\u5e74\u5e74\u5e95\u9677\u5165\u8870\u9000\u4ee5\u4f86\u9996\u6b21\u5be6\u73fe\u6b63\u5b63\u5ea6\u589e\u9577\uff0c\u4e3b\u8981\u9a45\u52d5\u56e0\u7d20\u662f\u6d88\u8cbb\u589e\u9577\u3001\u8cc7\u672c\u6295\u8cc7\u53cd\u5f48\u3001\u8fb2\u696d\u548c\u7926\u696d\u7522\u54c1\u51fa\u53e3\u589e\u9577\u3002\u5e74\u901a\u8139\u7387\u4e0b\u964d\u81f3\u81ea2023\u5e7412\u6708\u65b0\u4f4e\u81f3166%\u3002\u73fe\u4efb\u7e3d\u7d71\u7c73\u840a\u7684\u7d93\u6fdf\u4f11\u514b\u5f0f\u7642\u6cd5\u521d\u6b65\u898b\u6548\uff0c\u5176\u4e2d\u5305\u62ec\u5927\u5e45\u5ea6\u524a\u6e1b\u653f\u5e9c\u958b\u652f\u53ca\u653e\u9b06\u7ba1\u5236\u3002<br>  <\/li>\n\n\n\n<li><strong>2025\u5e74GDP\u589e\u9577\u9810\u671f\u90545%\u3002<\/strong>\u4e16\u754c\u9280\u884c\u9810\u6e2c\u963f\u6839\u5ef7\u7d93\u6fdf\u57282025\u5e74\u589e\u9577\u7387\u70ba5%\uff0c\u800c2024\u5e74\u5247\u4e0b\u8dcc3.5%\u3002\u963f\u6839\u5ef7\u653f\u5e9c\u5728\u65b0\u4e00\u5e74\u7d93\u6fdf\u8a08\u5283\u4e2d\u5c07\u5be6\u65bd\u524a\u6e1b90%\u7684\u7a05\u6536\uff0c\u5e76\u5c07\u7a05\u52d9\u81ea\u4e3b\u6b0a\u6b78\u9084\u5404\u7701\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u963f\u6839\u5ef7\u8a08\u5283\u63a8\u9032\u8ca8\u5e63\u7af6\u722d\uff0c\u5141\u8a31\u4f7f\u7528\u4e0d\u540c\u8ca8\u5e63\u9032\u884c\u4ea4\u6613\u30022025\u5e74\u7684\u4e00\u5927\u76ee\u6a19\u662f\u53d6\u6d88\u532f\u7387\u7ba1\u5236\u3002<br>  <\/li>\n\n\n\n<li><strong>\u5728\u963f\u6839\u5ef7\u9280\u884c\u696d\u4e2d\u8209\u8db3\u8f15\u91cd\u3002<\/strong>\u8a72\u884c\u662f\u963f\u6839\u5ef7\u7b2c\u4e8c\u5927\u570b\u6709\u79c1\u4eba\u9280\u884c\uff0c\u7b2c\u516d\u5927\u9280\u884c\uff08\u6309\u5b58\u6b3e\u53ca\u501f\u8cb8\u898f\u6a21\uff09\u3002\u622a\u81f324\u5e74\u7b2c\u4e09\u5b63\u5ea6\uff0c\u8a72\u884c\u7684\u7e3d\u8cc7\u7522\u70ba147.4\u5104\u7f8e\u5143\u3002<br>  <\/li>\n\n\n\n<li><strong>24\u5e74\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u3002 <\/strong>\u516c\u53f8\u6536\u5165\u540c\u6bd4\u4e0b\u964d22.7%\uff0c\u81f324\u5e74\u7b2c\u4e09\u5b63\u5ea6\u76848730\u4ebf\u963f\u6839\u5ef7\u6bd4\u7d22\uff0c\u76f8\u6bd4\u4e8e23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768411287\u4ebf\u963f\u6839\u5ef7\u6bd4\u7d22\u3002\u516c\u53f8\u51c0\u5229\u6da6\u589e\u957f\u81f324\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684920\u4ebf\u963f\u6839\u5ef7\u6bd4\u7d22\uff0c\u76f8\u6bd4\u4e8e23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684239\u4ebf\u963f\u6839\u5ef7\u6bd4\u7d22\u3002\u516c\u53f8\u62a5\u544a24\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\u4e3a143.9\u963f\u6839\u5ef7\u6bd4\u7d22\uff0c\u76f8\u6bd4\u4e8e23\u5e74\u7b2c\u4e09\u5b63\u5ea6\u768437.39\u963f\u6839\u5ef7\u6bd4\u7d22<strong>\u3002<\/strong><br>  <\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong><\/li>\n<\/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\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-9.png\" alt=\"A blue and white rectangular box with white text\n\nDescription automatically generated\" class=\"wp-image-59097\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-9.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-blue-and-white-rectangular-box-with-white-text-9-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1263\" height=\"558\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-of-a-stock-market-description-automatical-1.jpeg\" alt=\"A graph of a stock market\n\nDescription automatically generated\" class=\"wp-image-59099\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-of-a-stock-market-description-automatical-1.jpeg 1263w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-of-a-stock-market-description-automatical-1-300x133.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-of-a-stock-market-description-automatical-1-1024x452.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/a-graph-of-a-stock-market-description-automatical-1-768x339.jpeg 768w\" sizes=\"(max-width: 1263px) 100vw, 1263px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\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\">\n   \n<a id=\"post-59070-_Hlt181111973\"><\/a><a id=\"post-59070-_Hlt181111974\"><\/a><\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-59070-_va9jaog5jnw3\"><\/a><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-28.png\" class=\"wp-image-59101\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-28.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-28-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/h3>\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\/2025\/01\/word-image-59070-29.png\" alt=\"\" class=\"wp-image-59102\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-29.png 618w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-29-300x62.png 300w\" sizes=\"(max-width: 618px) 100vw, 618px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>No changes to trading dashboard.\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"545\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-30.png\" alt=\"\" class=\"wp-image-59104\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-30.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-30-300x173.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/01\/word-image-59070-30-768x444.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-56591-_tiry8p5xvcqk\"><\/a><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/t.me\/kgisg\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png\" alt=\"\" class=\"wp-image-15031\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2022\/05\/word-image-69-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/a><\/figure>\n\n\n","protected":false},"excerpt":{"rendered":"<p>\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top Seatrium Ltd.(STM SP)\uff1a\u5f3a\u5927\u7684\u9879\u76ee\u50a8\u5907 (Source: Bloomberg) \u80dc\u79d1\u5de5\u4e1a (SCI SP)\uff1a\u63d0\u524d\u5b8c\u5de5 (Source: Bloomberg) \u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK)\uff1a\u4f9b\u5e94\u94fe\u95ee\u9898 \u94c0\u671f\u8d27\u4ef7\u683c (Source: Bloomberg) (Source: Bloomberg) \u8001\u94fa\u9ec4\u91d1(6181 HK)\uff1a\u9ec4\u91d1\u524d\u666f\u4e50\u89c2 (Source: Bloomberg) KKR &#038; Co Inc. (KKR US)\uff1a\u5e76\u8d2d\u524d\u666f\u4e50\u89c2 (Source: Bloomberg) Banco Macro S.A. (BMA US)\uff1a\u4e00\u7ebf\u5e0c\u671b (Source: Bloomberg) ^ Back To Top [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":38071,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[13],"tags":[],"class_list":["post-59070","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-kgi-daily-trading-ideas-chinese"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u4e2d\u56fd\u5728\u94c0\u9886\u57df\u7684\u5f71\u54cd\u529b\u4e0d\u65ad\u589e\u5f3a\u3002\u4fc4\u7f57\u65af\u6838\u80fd\u5de8\u5934Rosatom\u5ba3\u5e03\u5c06\u5176\u5728\u54c8\u8428\u514b\u65af\u5766\u7684\u94c0\u77ff\u5f00\u91c7\u4e1a\u52a1\u7684\u91cd\u5927\u80a1\u6743\u51fa\u552e\u7ed9\u4e2d\u56fd\u516c\u53f8\uff0c\u6807\u5fd7\u7740\u4e2d\u4e9a\u5730\u533a\u5f71\u54cd\u529b\u7684\u8f6c\u53d8\u3002Rosatom\u5b50\u516c\u53f8Uranium One Group\u5df2\u5c06\u5176\u5728\u54c8\u8428\u514b\u65af\u5766\u768449.99%\u80a1\u4efd\u51fa\u552e\u7ed9\u7531\u4e2d\u56fd\u56fd\u5bb6\u6838\u7535\u6280\u672f\u6709\u9650\u516c\u53f8\uff08SNPTC\uff09\u62e5\u6709\u7684Astana Mining Company\u3002\u6b64\u5916\uff0cUranium One\u9884\u8ba1\u5c06\u5411\u4e2d\u56fd\u5e7f\u6838\u96c6\u56e2\uff08CGN\uff09\u5b50\u516c\u53f8\u4e2d\u56fd\u6838\u5de5\u4e1a\u96c6\u56e2\u6709\u9650\u516c\u53f8\u51fa\u552e30%\u7684Khorasan-U\u548cKyzylkum 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\u79d1\u6280\u5de8\u5934\u6d89\u8db3\u6838\u80fd\u3002\u5728\u8fc7\u53bb\u7684\u51e0\u4e2a\u6708\u91cc\uff0c\u5fae\u8f6f\u901a\u8fc7\u4e0e\u7f8e\u56fd\u6700\u5927\u7684\u6e05\u6d01\u80fd\u6e90\u4f9b\u5e94\u5546Constellation Energy (CEG) \u7b7e\u7f72\u7535\u529b\u8d2d\u4e70\u534f\u8bae\uff0c\u91cd\u65b0\u70b9\u71c3\u4e86\u5bf9\u6838\u80fd\u80a1\u7968\u7684\u5174\u8da3\u3002\u6839\u636e\u534f\u8bae\uff0cConstellation\u5c06\u91cd\u542f\u5bbe\u5915\u6cd5\u5c3c\u4e9a\u5dde\u7684\u4e09\u54e9\u5c9b\u6838\u7535\u7ad9\uff0c\u4ee5\u652f\u6301\u5fae\u8f6f\u4e0d\u65ad\u589e\u957f\u7684\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u9700\u6c42\u3002\u8c37\u6b4c\uff08Alphabet\u7684\u5b50\u516c\u53f8\uff09\u4e5f\u4e0e\u79c1\u8425\u516c\u53f8Kairos Power \u5408\u4f5c\uff0c\u5171\u540c\u5efa\u8bbe\u4e00\u7cfb\u5217\u603b\u88c5\u673a\u5bb9\u91cf\u4e3a500\u5146\u74e6\u7684\u5c0f\u578b\u6a21\u5757\u5316\u53cd\u5e94\u5806\uff08SMR\uff09\u3002\u4e9a\u9a6c\u900a\u4e5f\u5ba3\u5e03\u8ba1\u5212\u4e0eEnergy Northwest\u3001Dominion Energy\u548c\u79c1\u8425\u516c\u53f8X-energy\u5408\u4f5c\uff0c\u5efa\u9020\u591a\u4e2aSMR\u3002\u8fd9\u4e9b\u6838\u8d44\u6e90\u5c06\u652f\u6301\u4e9a\u9a6c\u900a\u672a\u6765\u7684AI\u670d\u52a1\u3002\u8fd9\u4e9b\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u5fc5\u5c06\u63a8\u52a8\u5bf9\u94c0\u5e02\u573a\u7684\u66f4\u591a\u5173\u6ce8\u3002 24\u8d22\u5e74\u7b2c\u4e09\u5b63\u8fd0\u8425\u66f4\u65b0\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8be5\u96c6\u56e2\u7684\u5929\u7136\u94c0\u77ff\u751f\u4ea7\u4e86692.6 tU\u7684\u94c0\uff0c\u8fbe\u5230\u4e86\u5b63\u5ea6\u751f\u4ea7\u76ee\u6807712.8 tU\u768497.2%\u3002\u5176\u4e2d\uff0cSemizbayu LLP\uff08\u4e00\u5bb6\u6301\u80a149%\u7684\u54c8\u8428\u514b\u65af\u5766\u5408\u8d44\u4f01\u4e1a\uff09\u751f\u4ea7\u4e86228.9 tU\uff0c\u800cOrtalyk LLP\u77ff\u4e1a\u516c\u53f8\uff08\u4e00\u5bb6\u6301\u80a149%\u7684\u54c8\u8428\u514b\u65af\u5766\u5408\u8d44\u4f01\u4e1a\uff09\u751f\u4ea7\u4e86463.7 tU\u3002\u4e0a\u534a\u5e74\u8ba1\u5212\u91c7\u94c0\u91cf712.8 tU\uff0c\u5b9e\u9645\u91c7\u94c0\u91cf692.6 tU\uff0c\u5b8c\u6210\u738797.2%\u3002\u5176\u4e2d\uff0cSemizbay\u77ff\u7684\u603b\u4ea7\u91cf\u4e3a95.0 tU\uff0c Irkol\u77ff\u7684\u603b\u4ea7\u91cf\u4e3a133.9 tU\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002\u6536\u5165\u589e\u957f38.8%\u81f340.7\u4ebf\u6e2f\u5143\u3002\u603b\u4e8f\u635f\u4e3a5,640\u4e07\u6e2f\u5143\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u7684\u5229\u6da6\u4e3a1.867\u4ebf\u6e2f\u5143\u3002\u5f52\u5c5e\u4e8e\u516c\u53f8\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e0b\u8dcc37.0%\u81f31.131\u4ebf\u6e2f\u5143\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) (Source: Bloomberg) (Source:\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Jiong Han Lee\"\/>\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-06-jan-2025-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=\"2025\u5e741\u67086\u65e5: Seatrium Ltd.(STM SP), \u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK), KKR &amp; Co Inc. (KKR 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 \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u4e2d\u56fd\u5728\u94c0\u9886\u57df\u7684\u5f71\u54cd\u529b\u4e0d\u65ad\u589e\u5f3a\u3002\u4fc4\u7f57\u65af\u6838\u80fd\u5de8\u5934Rosatom\u5ba3\u5e03\u5c06\u5176\u5728\u54c8\u8428\u514b\u65af\u5766\u7684\u94c0\u77ff\u5f00\u91c7\u4e1a\u52a1\u7684\u91cd\u5927\u80a1\u6743\u51fa\u552e\u7ed9\u4e2d\u56fd\u516c\u53f8\uff0c\u6807\u5fd7\u7740\u4e2d\u4e9a\u5730\u533a\u5f71\u54cd\u529b\u7684\u8f6c\u53d8\u3002Rosatom\u5b50\u516c\u53f8Uranium One Group\u5df2\u5c06\u5176\u5728\u54c8\u8428\u514b\u65af\u5766\u768449.99%\u80a1\u4efd\u51fa\u552e\u7ed9\u7531\u4e2d\u56fd\u56fd\u5bb6\u6838\u7535\u6280\u672f\u6709\u9650\u516c\u53f8\uff08SNPTC\uff09\u62e5\u6709\u7684Astana Mining Company\u3002\u6b64\u5916\uff0cUranium One\u9884\u8ba1\u5c06\u5411\u4e2d\u56fd\u5e7f\u6838\u96c6\u56e2\uff08CGN\uff09\u5b50\u516c\u53f8\u4e2d\u56fd\u6838\u5de5\u4e1a\u96c6\u56e2\u6709\u9650\u516c\u53f8\u51fa\u552e30%\u7684Khorasan-U\u548cKyzylkum LLP\u80a1\u4efd\u3002\u8fd9\u4e00\u8f6c\u53d8\u51f8\u663e\u4e86\u4e2d\u56fd\u5728\u539f\u82cf\u8054\u52a0\u76df\u5171\u548c\u56fd\u7684\u5b58\u5728\u611f\u589e\u5f3a\u4ee5\u53ca\u83ab\u65af\u79d1\u5728\u8be5\u5730\u533a\u5f71\u54cd\u529b\u7684\u9010\u6e10\u4e0b\u964d\u3002\u6b64\u4e3e\u7d27\u968f\u5317\u4eac\u6700\u8fd1\u51fa\u53f0\u7684\u4e00\u7cfb\u5217\u523a\u6fc0\u8ba1\u5212\uff0c\u5176\u4e2d\u5305\u62ec\u5bf9\u57fa\u7840\u8bbe\u65bd\u7684\u5927\u91cf\u6295\u8d44\uff0c\u5c24\u5176\u662f\u6838\u7535\u7ad9\uff0c\u8fd9\u63a8\u52a8\u4e86\u5bf9\u94c0\uff08\u6838\u80fd\u7684\u5173\u952e\u71c3\u6599\uff09\u7684\u9700\u6c42\u589e\u957f\u3002\u4e2d\u56fd\u96c4\u5fc3\u52c3\u52c3\u7684\u6838\u80fd\u6269\u5f20\u8ba1\u5212\uff0c\u76ee\u524d\u5168\u740358\u5ea7\u6838\u53cd\u5e94\u5806\u4e2d\u670922\u5ea7\u6b63\u5728\u4e2d\u56fd\u5efa\u8bbe\uff0c\u4f7f\u8be5\u56fd\u5904\u4e8e\u5168\u7403\u6838\u80fd\u590d\u5174\u7684\u524d\u6cbf\u3002\u8fd9\u79cd\u5f3a\u52b2\u7684\u63a8\u52a8\u589e\u5f3a\u4e86\u94c0\u5e02\u573a\u7684\u957f\u671f\u6295\u8d44\u524d\u666f\uff0c\u5438\u5f15\u4e86\u66f4\u5f3a\u70c8\u7684\u5e02\u573a\u5174\u8da3\u3002 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Northwest\u3001Dominion Energy\u548c\u79c1\u8425\u516c\u53f8X-energy\u5408\u4f5c\uff0c\u5efa\u9020\u591a\u4e2aSMR\u3002\u8fd9\u4e9b\u6838\u8d44\u6e90\u5c06\u652f\u6301\u4e9a\u9a6c\u900a\u672a\u6765\u7684AI\u670d\u52a1\u3002\u8fd9\u4e9b\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u5fc5\u5c06\u63a8\u52a8\u5bf9\u94c0\u5e02\u573a\u7684\u66f4\u591a\u5173\u6ce8\u3002 24\u8d22\u5e74\u7b2c\u4e09\u5b63\u8fd0\u8425\u66f4\u65b0\u300224\u5e74\u7b2c\u4e09\u5b63\u5ea6\u8be5\u96c6\u56e2\u7684\u5929\u7136\u94c0\u77ff\u751f\u4ea7\u4e86692.6 tU\u7684\u94c0\uff0c\u8fbe\u5230\u4e86\u5b63\u5ea6\u751f\u4ea7\u76ee\u6807712.8 tU\u768497.2%\u3002\u5176\u4e2d\uff0cSemizbayu LLP\uff08\u4e00\u5bb6\u6301\u80a149%\u7684\u54c8\u8428\u514b\u65af\u5766\u5408\u8d44\u4f01\u4e1a\uff09\u751f\u4ea7\u4e86228.9 tU\uff0c\u800cOrtalyk LLP\u77ff\u4e1a\u516c\u53f8\uff08\u4e00\u5bb6\u6301\u80a149%\u7684\u54c8\u8428\u514b\u65af\u5766\u5408\u8d44\u4f01\u4e1a\uff09\u751f\u4ea7\u4e86463.7 tU\u3002\u4e0a\u534a\u5e74\u8ba1\u5212\u91c7\u94c0\u91cf712.8 tU\uff0c\u5b9e\u9645\u91c7\u94c0\u91cf692.6 tU\uff0c\u5b8c\u6210\u738797.2%\u3002\u5176\u4e2d\uff0cSemizbay\u77ff\u7684\u603b\u4ea7\u91cf\u4e3a95.0 tU\uff0c Irkol\u77ff\u7684\u603b\u4ea7\u91cf\u4e3a133.9 tU\u3002 24\u8d22\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002\u6536\u5165\u589e\u957f38.8%\u81f340.7\u4ebf\u6e2f\u5143\u3002\u603b\u4e8f\u635f\u4e3a5,640\u4e07\u6e2f\u5143\uff0c\u800c2023\u5e74\u4e0a\u534a\u5e74\u7684\u5229\u6da6\u4e3a1.867\u4ebf\u6e2f\u5143\u3002\u5f52\u5c5e\u4e8e\u516c\u53f8\u80a1\u4e1c\u7684\u51c0\u5229\u6da6\u4e0b\u8dcc37.0%\u81f31.131\u4ebf\u6e2f\u5143\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) (Source: Bloomberg) (Source:\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-06-jan-2025-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=\"2025-01-05T09:54:13+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2025-01-05T09:54:14+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"2025\u5e741\u67086\u65e5: Seatrium Ltd.(STM SP), \u4e2d\u5e7f\u6838\u77ff\u4e1a(1164 HK), KKR &amp; Co Inc. (KKR 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 \u7f8e\u56fd \u9999\u6e2f ^ Back To Top (Source: Bloomberg) (Source: Bloomberg) (Source: Bloomberg) \u4e2d\u56fd\u5728\u94c0\u9886\u57df\u7684\u5f71\u54cd\u529b\u4e0d\u65ad\u589e\u5f3a\u3002\u4fc4\u7f57\u65af\u6838\u80fd\u5de8\u5934Rosatom\u5ba3\u5e03\u5c06\u5176\u5728\u54c8\u8428\u514b\u65af\u5766\u7684\u94c0\u77ff\u5f00\u91c7\u4e1a\u52a1\u7684\u91cd\u5927\u80a1\u6743\u51fa\u552e\u7ed9\u4e2d\u56fd\u516c\u53f8\uff0c\u6807\u5fd7\u7740\u4e2d\u4e9a\u5730\u533a\u5f71\u54cd\u529b\u7684\u8f6c\u53d8\u3002Rosatom\u5b50\u516c\u53f8Uranium One 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