{"id":78144,"date":"2025-10-01T10:00:58","date_gmt":"2025-10-01T02:00:58","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=78144"},"modified":"2025-10-01T10:07:01","modified_gmt":"2025-10-01T02:07:01","slug":"kgi-daily-trading-ideas-01-oct-2025-zh","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/","title":{"rendered":"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5"},"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 size-full\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"940\" height=\"200\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/image-28.png\" alt=\"\" class=\"wp-image-69977\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/image-28.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/image-28-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/image-28-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-77000-_tiry8p5xvcqk\"><\/a>\u7f8e\u56fd<\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1916\" height=\"809\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-computer-ai-generated-content-m-2.png\" alt=\"A screenshot of a computer\n\nAI-generated content may be incorrect.\" class=\"wp-image-78254\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-computer-ai-generated-content-m-2.png 1916w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-computer-ai-generated-content-m-2-300x127.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-computer-ai-generated-content-m-2-1024x432.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-computer-ai-generated-content-m-2-768x324.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-computer-ai-generated-content-m-2-1536x649.png 1536w\" sizes=\"(max-width: 1916px) 100vw, 1916px\" \/><\/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\/10\/a-screen-shot-of-a-screen-ai-generated-content-ma.png\" alt=\"A screen shot of a screen\n\nAI-generated content may be incorrect.\" class=\"wp-image-78255\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screen-shot-of-a-screen-ai-generated-content-ma.png 1071w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screen-shot-of-a-screen-ai-generated-content-ma-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screen-shot-of-a-screen-ai-generated-content-ma-1024x262.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screen-shot-of-a-screen-ai-generated-content-ma-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\/10\/a-screen-shot-of-a-table-ai-generated-content-may-1.png\" alt=\"A screen shot of a table\n\nAI-generated content may be incorrect.\" class=\"wp-image-78256\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screen-shot-of-a-table-ai-generated-content-may-1.png 915w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screen-shot-of-a-table-ai-generated-content-may-1-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screen-shot-of-a-table-ai-generated-content-may-1-768x237.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\/10\/word-image-78144-4.png\" alt=\"\" class=\"wp-image-78209\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-4.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-4-300x64.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-78144-_qqv3rtx8nazp\"><\/a><a id=\"post-78144-_ylayyh7qqd99\"><\/a>\u9999\u6e2f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1916\" height=\"802\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-phone-ai-generated-content-may.png\" alt=\"A screenshot of a phone\n\nAI-generated content may be incorrect.\" class=\"wp-image-78210\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-phone-ai-generated-content-may.png 1916w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-phone-ai-generated-content-may-300x126.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-phone-ai-generated-content-may-1024x429.png 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-phone-ai-generated-content-may-768x321.png 768w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-phone-ai-generated-content-may-1536x643.png 1536w\" sizes=\"(max-width: 1916px) 100vw, 1916px\" \/><\/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\/10\/word-image-78144-6.png\" alt=\"\" class=\"wp-image-78211\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-6.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-6-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"sg\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-78212\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-7.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-7.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-7-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u53d7\u7164\u70ad\u4ef7\u683c\u63a8\u52a8<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.450\uff0c\u76ee\u6807\u4ef7\uff1a0.500\uff0c\u6b62\u635f\u4ef7\uff1a0.425<\/strong><\/li>\n\n\n\n<li>\u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u7164\u77ff\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u8fd0\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u77ff\u5c71\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002<\/li>\n\n\n\n<li><strong>\u5782\u76f4\u6574\u5408\u4fdd\u969c\u7269\u6d41\u5e76\u63d0\u5347\u6210\u672c\u6548\u7387\u3002<\/strong>\u5929\u7136\u7164\u77ff\u96c6\u56e2\u6536\u8d2d\u5370\u5c3c\u822a\u8fd0\u516c\u53f8 PT Trans Maritim Pratama \u548c PT Bahari Segara Maritim\uff0c\u4ee3\u8868\u7740\u5728\u7164\u70ad\u4e1a\u52a1\u4e2d\u5782\u76f4\u6574\u5408\u7269\u6d41\u7684\u6218\u7565\u63a8\u52a8\u3002\u8be5\u4ea4\u6613\u786e\u4fdd\u4e86\u4e00\u652f\u753154\u8258\u8239\u53ea\u300127\u8258\u62d6\u8239\u548c27\u8258\u9a73\u8239\u7ec4\u6210\u7684\u8239\u961f\uff0c\u4f7f\u96c6\u56e2\u80fd\u591f\u964d\u4f4e\u8fd0\u8f93\u6210\u672c\uff0c\u63d0\u9ad8 PT Triaryani \u7164\u77ff\u7684\u4ea4\u4ed8\u786e\u5b9a\u6027\uff0c\u5e76\u5f3a\u5316 PT Marga Bara Jaya \u7801\u5934\u7684\u8fd0\u8425\u3002\u9664\u4e86\u7acb\u5373\u7684\u6210\u672c\u534f\u540c\u5916\uff0c\u6536\u8d2d\u8fd8\u5c06\u5929\u7136\u7164\u77ff\u96c6\u56e2\u7684\u4e1a\u52a1\u591a\u5143\u5316\u4e3a\u7269\u6d41\u548c\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\uff0c\u62d3\u5c55\u5176\u5728\u5370\u5c3c\u7684\u5546\u54c1\u6d41\u52a8\u8303\u56f4\uff0c\u786e\u4fdd\u66f4\u5177\u97e7\u6027\u7684\u957f\u671f\u6536\u76ca\u53ef\u89c1\u6027\u3002<\/li>\n\n\n\n<li><strong>\u7164\u70ad\u5e02\u573a\u7684\u5468\u671f\u6027\u53d7\u5230\u56fd\u5185\u9700\u6c42\u7684\u5e73\u8861\u3002<\/strong>\u5c3d\u7ba1\u4e2d\u56fd\u6700\u8fd1\u6d77\u8fd0\u7164\u70ad\u8fdb\u53e3\u7684\u53cd\u5f39\u6682\u65f6\u63d0\u5347\u4e86\u5370\u5c3c\u7164\u70ad\u4ef7\u683c\uff0c\u4f46\u7531\u4e8e\u4e2d\u56fd\u3001\u5370\u5ea6\u548c\u5370\u5c3c\u90fd\u5728\u6269\u5927\u56fd\u5185\u4ea7\u91cf\u5e76\u4ee5\u521b\u7eaa\u5f55\u7684\u901f\u5ea6\u90e8\u7f72\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u6d77\u8fd0\u5e02\u573a\u9762\u4e34\u7ed3\u6784\u6027\u9006\u98ce\u3002\u5370\u5c3c4200\u5927\u5361\u7164\u70ad\u7684\u4ef7\u683c\u4ece2025\u5e74\u4e2d\u671f\u7684\u591a\u5e74\u4f4e\u70b9\u4e0a\u6da8\u4e865%\uff0c\u4f46\u968f\u7740\u8fdb\u53e3\u6b63\u5e38\u5316\u548c\u53ef\u518d\u751f\u80fd\u6e90\u5360\u6bd4\u589e\u52a0\uff0c\u8fd9\u79cd\u6da8\u5e45\u53ef\u80fd\u9010\u6e10\u6d88\u9000\u3002\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u63a7\u5236\u7269\u6d41\u57fa\u7840\u8bbe\u65bd\u7684\u6218\u7565\u6709\u52a9\u4e8e\u901a\u8fc7\u6539\u5584\u5229\u6da6\u7387\u548c\u7075\u6d3b\u6ee1\u8db3\u51fa\u53e3\u548c\u56fd\u5185\u5e02\u573a\u7684\u9700\u6c42\u6765\u51cf\u8f7b\u6ce2\u52a8\u6027\u3002\u968f\u7740\u5370\u5c3c\u7164\u70ad\u6d88\u8d39\u7684\u97e7\u6027\u548c\u4e00\u4f53\u5316\u7269\u6d41\u63d0\u4f9b\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u66f4\u597d\u5730\u5b9a\u4f4d\u4e8e\u5e94\u5bf9\u957f\u671f\u8f6c\u578b\uff0c\u540c\u65f6\u6700\u5927\u5316\u5176\u7164\u70ad\u751f\u4ea7\u7684\u73b0\u91d1\u6d41\u3002<\/li>\n\n\n\n<li><strong>\u57fa\u7840\u8bbe\u65bd\u6269\u5c55\u5c06\u63d0\u5347\u5229\u6da6\u7387\u3002<\/strong>1.5\u4ebf\u7f8e\u5143\u7684 MBJ \u7efc\u5408\u57fa\u7840\u8bbe\u65bd\u9879\u76ee\u4ecd\u6309\u8ba1\u5212\u4e8e2026\u5e74\u4e0a\u534a\u5e74\u5b8c\u6210\u3002\u8be5\u9879\u76ee\u5305\u62ec\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u9053\u8def\u548c\u7801\u5934\uff0c\u9884\u8ba1\u5c06\u6bcf\u5428\u51cf\u5c11\u8d85\u8fc710\u7f8e\u5143\u7684\u8fd0\u8f93\u6210\u672c\uff0c\u5e76\u5c06\u751f\u4ea7\u80fd\u529b\u7ffb\u500d\u81f3\u6bcf\u5e742500\u4e07\u5428\u3002\u6b64\u5916\uff0c\u57fa\u7840\u8bbe\u65bd\u7684\u7b2c\u4e09\u65b9\u79df\u8d41\u5c06\u521b\u9020\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u589e\u5f3a\u957f\u671f\u73b0\u91d1\u6d41\u548c\u76c8\u5229\u80fd\u529b\u3002<\/li>\n\n\n\n<li><strong>2025\u5e74\u4e0a\u534a\u5e74\u8d22\u52a1\u4e1a\u7ee9\u3002<\/strong>\u5929\u7136\u7164\u77ff\u96c6\u56e2\u62a5\u544a2025\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u4e3a2.895\u4ebf\u7f8e\u5143\uff0c\u6bd42024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.694\u4ebf\u7f8e\u5143\u589e\u957f\u4e8671%\uff0c\u5c3d\u7ba12025\u5e74\u4e0a\u534a\u5e74\u5e73\u5747\u552e\u4ef7\u4e3a\u6bcf\u542846.26\u7f8e\u5143\uff0c\u4f4e\u4e8e2024\u5e74\u4e0a\u534a\u5e74\u6bcf\u542852.47\u7f8e\u5143\u7684\u6c34\u5e73\u3002\u51c0\u5229\u6da6\u4ece2024\u5e74\u4e0a\u534a\u5e74\u76841140\u4e07\u7f8e\u5143\u4e0a\u534776%\uff0c\u8fbe\u52302025\u5e74\u4e0a\u534a\u5e74\u76842010\u4e07\u7f8e\u5143\u3002\u516c\u53f8\u7684\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u5f3a\u52b2\uff0c\u5e73\u5747\u4e3a\u6bcf\u542810.19\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5ba3\u6d3e\u6bcf\u80a10.10\u7f8e\u5206\u7684\u4e2d\u671f\u80a1\u606f\u3002<\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong> <figure><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-78213\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-numbers-3.png\" alt=\"A blue and white rectangular object with numbers\n\nAI-generated content may be incorrect.\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-numbers-3.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-numbers-3-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"1260\" height=\"567\" class=\"wp-image-78214\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-4.jpeg\" alt=\"A graph on a screen\n\nAI-generated content may be incorrect.\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-4.jpeg 1260w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-4-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-4-1024x461.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-4-768x346.jpeg 768w\" sizes=\"(max-width: 1260px) 100vw, 1260px\" \/> (Source: Bloomberg)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"752\" height=\"160\" class=\"wp-image-78215\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-long-line-of-a-white-background-description-aut-1.jpeg\" alt=\"A long line of a white background\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-long-line-of-a-white-background-description-aut-1.jpeg 752w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-long-line-of-a-white-background-description-aut-1-300x64.jpeg 300w\" sizes=\"(max-width: 752px) 100vw, 752px\" \/><\/figure><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\u6d77\u5ead (STM SP): \u52a0\u5f3a\u5229\u6da6\u7387\u4e0e\u591a\u5143\u5316\u589e\u957f<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a2.40\uff0c\u76ee\u6807\u4ef7\uff1a2.70\uff0c\u6b62\u635f\u4ef7\uff1a2.25<\/strong><\/li>\n\n\n\n<li>\u6d77\u5ead\u4e3a\u79bb\u5cb8\u3001\u6d77\u6d0b\u548c\u80fd\u6e90\u884c\u4e1a\u63d0\u4f9b\u5de5\u7a0b\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u63d0\u4f9b\u94bb\u4e95\u5e73\u53f0\u548c\u6d6e\u52a8\u8bbe\u5907\u3001\u7ef4\u4fee\u548c\u5347\u7ea7\u3001\u79bb\u5cb8\u5e73\u53f0\u4ee5\u53ca\u4e13\u4e1a\u9020\u8239\u670d\u52a1\u3002\u6d77\u5ead\u5728\u5168\u7403\u8303\u56f4\u5185\u4e3a\u5ba2\u6237\u63d0\u4f9b\u670d\u52a1\u3002<\/li>\n\n\n\n<li><strong>\u5f3a\u52b2\u7684\u76c8\u5229\u52a8\u529b\u548c\u8ba2\u5355\u53ef\u89c1\u6027\u3002<\/strong>\u6d77\u5ead\u57282025\u5e74\u4e0a\u534a\u5e74\u5b9e\u73b0\u51c0\u5229\u6da61.444\u4ebf\u65b0\u5143\uff0c\u540c\u6bd4\u589e\u957f301%\uff0c\u5f97\u76ca\u4e8e\u6536\u5165\u589e\u957f34%\u81f354\u4ebf\u65b0\u5143\u4ee5\u53ca\u6bdb\u5229\u7387\u4ece3.7%\u63d0\u5347\u81f37.4%\u3002\u8fd9\u4e00\u4e1a\u7ee9\u53cd\u6620\u4e86\u66f4\u5f3a\u7684\u6267\u884c\u529b\u548c\u5411\u9ad8\u6bdb\u5229\u9879\u76ee\u7684\u8f6c\u578b\u3002\u5176\u51c0\u8ba2\u5355\u603b\u989d\u4e3a186\u4ebf\u65b0\u5143\uff0c\u5176\u4e2d34%\u4e0e\u53ef\u518d\u751f\u80fd\u6e90\u548c\u66f4\u6e05\u6d01\u7684\u89e3\u51b3\u65b9\u6848\u76f8\u5173\uff0c\u4e3a2031\u5e74\u63d0\u4f9b\u4e86\u53ef\u89c1\u6027\uff0c\u540c\u65f6\u7f13\u51b2\u77ed\u671f\u6ce2\u52a8\u3002\u7ba1\u7406\u5c42\u8fd8\u5728\u8ffd\u6c42300\u4ebf\u65b0\u5143\u7684\u6295\u6807\u9879\u76ee\uff0c\u4f7f\u96c6\u56e2\u80fd\u591f\u6355\u6349\u4f20\u7edf\u79bb\u5cb8\u6cb9\u6c14\u9879\u76ee\u548c\u80fd\u6e90\u8f6c\u578b\u76f8\u5173\u57fa\u7840\u8bbe\u65bd\u7684\u9700\u6c42\u3002<\/li>\n\n\n\n<li><strong>\u79bb\u5cb8\u548c\u6d77\u6d0b\u589e\u957f\u3002 <\/strong>\u5c3d\u7ba1\u5168\u7403\u653f\u7b56\u4e0d\u786e\u5b9a\u6027\u4e0a\u5347\uff0c\u6d77\u5ead\u5728\u80fd\u6e90\u5b89\u5168\u65b9\u9762\u7684\u66dd\u5149\u8bc1\u660e\u4e86\u5176\u97e7\u6027\u3002\u6cb9\u6c14\u6536\u5165\u540c\u6bd4\u589e\u957f26.5%\uff0c\u8fbe\u523036\u4ebf\u65b0\u5143\uff0c\u6765\u6e90\u4e8e\u516d\u4e2aPetrobras FPSO\u5efa\u9020\u9879\u76ee\u4ee5\u53ca\u5728\u5df4\u897f\u3001\u4e2d\u4e1c\u548c\u58a8\u897f\u54e5\u6e7e\u7684190\u4ebf\u65b0\u5143\u673a\u4f1a\u7ba1\u9053\u3002\u540c\u65f6\uff0c\u6d77\u5ead\u6b63\u5728\u6218\u7565\u6027\u5730\u6269\u5c55\u5230\u53ef\u518d\u751f\u80fd\u6e90\u3001\u78b3\u6355\u96c6\u548c\u6d77\u4e8b\u5347\u7ea7\uff0c\u4ee5\u4e0e\u5168\u7403\u80fd\u6e90\u8f6c\u578b\u4fdd\u6301\u4e00\u81f4\u3002\u8fd9\u79cd\u5e73\u8861\u7684\u65b9\u6cd5\u786e\u4fdd\u6d77\u5ead\u80fd\u591f\u6355\u6349\u8fd1\u671f\u7684\u79bb\u5cb8\u9700\u6c42\u548c\u957f\u671f\u7684\u7ed3\u6784\u6027\u80fd\u6e90\u8f6c\u53d8\u3002\u540c\u65f6\uff0c\u4ee56500\u4e07\u65b0\u5143\u51fa\u552e\u5176\u4f4d\u4e8e\u5fb7\u514b\u8428\u65af\u5dde\u7684AmFELS\u9020\u8239\u5382\uff0c\u91ca\u653e\u4e86\u8d44\u672c\u548c\u8fd0\u8425\u6548\u7387\uff0c\u540c\u65f6\u5141\u8bb8\u516c\u53f8\u901a\u8fc7\u4f4d\u4e8e\u4f11\u65af\u987f\u548c\u7ef4\u514b\u65af\u5821\u7684\u6280\u672f\u548c\u670d\u52a1\u4e2d\u5fc3\u4fdd\u6301\u5728\u7f8e\u56fd\u7684\u5b58\u5728\u3002<\/li>\n\n\n\n<li><strong>\u62d3\u5c55\u5168\u7403\u5f71\u54cd\u529b\u3002<\/strong>\u4e0e\u79d1\u94a6\u9020\u8239\u5382\u6709\u9650\u516c\u53f8\uff08CSL\uff09\u7b7e\u7f72\u7684\u65b0\u8c05\u89e3\u5907\u5fd8\u5f55\uff08MOU\uff09\u662f\u6d77\u5ead\u5728\u5370\u5ea6\u5feb\u901f\u589e\u957f\u7684\u79bb\u5cb8\u80fd\u6e90\u9886\u57df\u8fc8\u51fa\u7684\u6218\u7565\u4e00\u6b65\uff0c\u9884\u8ba1\u52302030\u5e74\uff0c\u5370\u5ea6\u7684\u77f3\u6cb9\u9700\u6c42\u5c06\u6210\u4e3a\u5168\u7403\u6700\u5927\u7684\u9a71\u52a8\u529b\u3002\u6b64\u6b21\u5408\u4f5c\u589e\u5f3a\u4e86\u6d77\u5ead\u5728\u4e9a\u6d32\u7684\u533a\u57df\u5e03\u5c40\uff0c\u5c06CSL\u7684\u672c\u5730\u5e02\u573a\u4f18\u52bf\u4e0e\u6d77\u5ead\u7684\u5de5\u7a0b\u4e13\u4e1a\u77e5\u8bc6\u7ed3\u5408\u8d77\u6765\u3002\u8fd9\u4e00\u6269\u5c55\uff0c\u4ee5\u53ca\u53ef\u518d\u751f\u80fd\u6e90\u9879\u76ee\u548c\u56fd\u9645\u5408\u4f5c\uff0c\u652f\u6301\u516c\u53f8\u8f6c\u578b\u4e3a\u591a\u5143\u5316\u7684\u79bb\u5cb8\u548c\u80fd\u6e90\u89e3\u51b3\u65b9\u6848\u9886\u5bfc\u8005\u3002<\/li>\n\n\n\n<li><strong>2025\u5e74\u4e0a\u534a\u5e74\u8d22\u52a1\u4e1a\u7ee9\u3002<\/strong>\u6d77\u5ead\u57282025\u5e74\u4e0a\u534a\u5e74\u5b9e\u73b0\u51c0\u5229\u6da61.44\u4ebf\u65b0\u5143\uff0c\u8f832024\u5e74\u4e0a\u534a\u5e74\u76843600\u4e07\u65b0\u5143\u589e\u957f\u3002\u6536\u5165\u589e\u957f34%\uff0c\u8fbe\u523054\u4ebf\u65b0\u5143\uff0c\u9ad8\u4e8e2024\u5e74\u4e0a\u534a\u5e74\u768440\u4ebf\u65b0\u5143\uff0c\u6bdb\u5229\u7387\u4e3a7.4%\uff0c\u76f8\u6bd4\u53bb\u5e74\u540c\u671f\u76843.7%\u6709\u6240\u63d0\u5347\u3002\u622a\u81f32025\u5e746\u670830\u65e5\uff0c\u6d77\u5ead\u7684\u51c0\u8ba2\u5355\u603b\u989d\u4e3a186\u4ebf\u65b0\u5143\uff0c\u5305\u62ec25\u4e2a\u9879\u76ee\uff0c\u4ea4\u4ed8\u65f6\u95f4\u5ef6\u7eed\u81f32031\u5e74\u3002\u4e0e\u53ef\u518d\u751f\u80fd\u6e90\u548c\u7eff\u8272\/\u66f4\u6e05\u6d01\u89e3\u51b3\u65b9\u6848\u76f8\u5173\u7684\u9879\u76ee\u5360\u51c0\u8ba2\u5355\u603b\u989d\u768463\u4ebf\u65b0\u5143\u3002\u5728\u6b64\u671f\u95f4\uff0c\u6d77\u5ead\u5b8c\u6210\u4e862\u4e2aFPSO\u96c6\u6210\u9879\u76ee\u548c101\u4e2a\u7ef4\u4fee\u4e0e\u5347\u7ea7\u9879\u76ee\u3002<\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<figure><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-78216\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-white-tex-1.png\" alt=\"A blue and white rectangular object with white text\n\nAI-generated content may be incorrect.\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-white-tex-1.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-white-tex-1-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure><\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><img loading=\"lazy\" decoding=\"async\" width=\"1260\" height=\"567\" class=\"wp-image-78217\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-5.jpeg\" alt=\"A graph on a screen\n\nAI-generated content may be incorrect.\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-5.jpeg 1260w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-5-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-5-1024x461.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-5-768x346.jpeg 768w\" sizes=\"(max-width: 1260px) 100vw, 1260px\" \/> (Source: Bloomberg)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><figure><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-78218\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-13.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-13.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-13-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure><\/strong><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"hk\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" class=\"wp-image-78219\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-14.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-14.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-14-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure><a id=\"post-78144-_34eo5yf8y7pj\"><\/a><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">CGN Mining Co Ltd. (1164 HK)\uff1a\u94c0\u4ef7\u53cd\u5f39<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a3.1\uff0c\u76ee\u6807\u4ef7\uff1a3.5\uff0c\u6b62\u635f\u4ef7\uff1a2.9<\/strong><\/li>\n\n\n\n<li>CGN Mining Co Ltd \u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u5929\u7136\u94c0\u4ea4\u6613\u7684\u516c\u53f8\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u4e09\u4e2a\u4e1a\u52a1\u90e8\u95e8\u8fd0\u8425\u3002\u5929\u7136\u94c0\u4ea4\u6613\u90e8\u95e8\u4ece\u4e8b\u5929\u7136\u94c0\u7684\u4ea4\u6613\uff1b\u7269\u4e1a\u6295\u8d44\u90e8\u95e8\u4ece\u4e8b\u79df\u8d41\u4e1a\u52a1\uff1b\u5176\u4ed6\u6295\u8d44\u90e8\u95e8\u4ece\u4e8b\u6295\u8d44\u6d3b\u52a8\u3002<\/li>\n\n\n\n<li><strong>\u6536\u7d27\u7684\u94c0\u5e02\u573a\u652f\u6301\u4ef7\u683c\u4e0a\u6da8\u3002<\/strong>2025\u5e74\uff0c\u94c0\u671f\u8d27\u4ef7\u683c\u5df2\u98d9\u5347\u81f3\u6bcf\u78c583\u7f8e\u5143\u4ee5\u4e0a\uff0c\u4e3b\u8981\u53d7\u5230Sprott\u548cYellow Cake\u7b49\u5b9e\u4f53\u94c0\u57fa\u91d1\u7684\u79ef\u6781\u4e70\u5165\u63a8\u52a8\uff0c\u540c\u65f6\u7f8e\u56fd\u4e5f\u5728\u52aa\u529b\u6269\u5927\u5176\u6218\u7565\u94c0\u50a8\u5907\uff0c\u4ee5\u5e94\u5bf9\u5bf9\u4fc4\u7f57\u65af\u8fdb\u53e3\u7684\u9650\u5236\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u7531\u4e8eCameco\u4e0b\u8c03\u751f\u4ea7\u6307\u5f15\u548cKazatomprom\u5ba3\u5e032026\u5e74\u51cf\u5c1110%\u7684\u4ea7\u91cf\uff0c\u4f9b\u5e94\u4e2d\u65ad\u95ee\u9898\u4e5f\u9010\u6e10\u663e\u73b0\u3002\u4e16\u754c\u6838\u534f\u4f1a\u9884\u6d4b\u52302030\u5e74\u5168\u7403\u94c0\u9700\u6c42\u5c06\u4e0a\u534728%\uff0cCGN Mining\u6709\u671b\u4ece\u7ed3\u6784\u6027\u8f83\u9ad8\u7684\u94c0\u4ef7\u4e2d\u53d7\u76ca\uff0c\u56e0\u4e3a\u4e2d\u56fd\u7684\u53cd\u5e94\u5806\u5efa\u8bbe\u548c\u5168\u7403\u80fd\u6e90\u5b89\u5168\u95ee\u9898\u63a8\u52a8\u4e86\u5bf9\u6838\u80fd\u7684\u6295\u8d44\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u94c0\u671f\u8d27\u4ef7\u683c<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"587\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-of-a-stock-market-ai-generated-content-ma-1.jpeg\" alt=\"A graph of a stock market\n\nAI-generated content may be incorrect.\" class=\"wp-image-78220\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-of-a-stock-market-ai-generated-content-ma-1.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-of-a-stock-market-ai-generated-content-ma-1-300x137.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-of-a-stock-market-ai-generated-content-ma-1-1024x468.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-of-a-stock-market-ai-generated-content-ma-1-768x351.jpeg 768w\" sizes=\"(max-width: 1285px) 100vw, 1285px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e2d\u56fd\u6838\u80fd\u5efa\u8bbe\u63a8\u52a8\u957f\u671f\u94c0\u9700\u6c42\u3002<\/strong>\u4e2d\u56fd\u9884\u8ba1\u52302040\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u51e0\u4e4e\u7ffb\u500d\u81f3200 GW\uff0c\u5e76\u57282030\u5e74\u8d85\u8d8a\u7f8e\u56fd\uff0c\u6210\u4e3a\u4e16\u754c\u6700\u5927\u7684\u6838\u7535\u751f\u4ea7\u56fd\u3002\u5f53\u524d\u5168\u740361\u5ea7\u5728\u5efa\u6838\u53cd\u5e94\u5806\u4e2d\uff0c\u5927\u7ea6\u4e00\u534a\u4f4d\u4e8e\u4e2d\u56fd\uff0c\u968f\u7740\u6838\u80fd\u5728\u4e2d\u56fd\u7535\u529b\u7ed3\u6784\u4e2d\u6240\u5360\u6bd4\u4f8b\u4ece2024\u5e74\u76845%\u4e0a\u5347\u81f32040\u5e74\u768410%\uff0c\u5bf9\u94c0\u7684\u9700\u6c42\u5c06\u52a0\u901f\u3002\u8fd9\u4e00\u5feb\u901f\u5efa\u8bbe\u4e0d\u4ec5\u51f8\u663e\u4e86\u5317\u4eac\u5728\u5b9e\u73b0\u53bb\u78b3\u5316\u7684\u540c\u65f6\u7ef4\u62a4\u80fd\u6e90\u5b89\u5168\u7684\u51b3\u5fc3\uff0c\u4e5f\u4e3a\u50cfCGN Mining\u8fd9\u6837\u7684\u94c0\u4f9b\u5e94\u5546\u521b\u9020\u4e86\u9700\u6c42\u987a\u98ce\uff0c\u56e0\u4e3a\u5176\u4f5c\u4e3a\u4e2d\u56fd\u56fd\u5bb6\u652f\u6301\u7684\u94c0\u5e73\u53f0\u5728\u4fdd\u969c\u4f9b\u5e94\u65b9\u9762\u5177\u6709\u6218\u7565\u4f18\u52bf\u3002<\/li>\n\n\n\n<li><strong>CGN Mining\u4e0e\u5b50\u516c\u53f8\u5ef6\u957f\u6846\u67b6\u534f\u8bae\u3002<\/strong>CGN Mining Co.\u5df2\u5ba3\u5e03\u5c06\u4e0e\u5176\u5b50\u516c\u53f8\u4e4b\u95f4\u7684\u5929\u7136\u94c0\u9500\u552e\u548c\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u6846\u67b6\u534f\u8bae\u7eed\u7b7e\u3002\u8fd9\u4e9b\u534f\u8bae\u5c06\u4ece2026\u5e741\u6708\u8d77\u518d\u5ef6\u957f\u4e09\u5e74\u3002\u6839\u636e\u9999\u6e2f\u4e0a\u5e02\u89c4\u5219\uff0c\u8fd9\u4e9b\u534f\u8bae\u88ab\u5217\u4e3a\u91cd\u5927\u548c\u6301\u7eed\u7684\u5173\u8054\u4ea4\u6613\uff0c\u9700\u83b7\u5f97\u72ec\u7acb\u80a1\u4e1c\u7684\u6279\u51c6\u3002\u5b83\u4eec\u4e5f\u5c06\u7ee7\u7eed\u53d7\u5230\u5e74\u5ea6\u62ab\u9732\u548c\u5408\u89c4\u5ba1\u67e5\u8981\u6c42\u7684\u7ea6\u675f\u3002\u8fd9\u4e00\u5ef6\u957f\u652f\u6301\u4e86\u8fd0\u8425\u7684\u8fde\u7eed\u6027\uff0c\u5e76\u5f3a\u5316\u4e86CGN Mining\u5728CGN\u96c6\u56e2\u66f4\u5e7f\u6cdb\u7684\u6838\u71c3\u6599\u548c\u91d1\u878d\u751f\u6001\u7cfb\u7edf\u4e2d\u7684\u4e00\u4f53\u5316\u89d2\u8272\u3002<\/li>\n\n\n\n<li><strong>2025\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u3002<\/strong>2025\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u540c\u6bd4\u4e0b\u964d58.0%\uff0c\u8fbe\u523017.1\u4ebf\u6e2f\u5143\uff0c\u76f8\u8f83\u4e8e2024\u5e74\u4e0a\u534a\u5e74\u768440.7\u4ebf\u6e2f\u5143\u30022025\u5e74\u4e0a\u534a\u5e74\u51c0\u4e8f\u635f\u4e3a6760\u4e07\u6e2f\u5143\uff0c\u800c2024\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u4e3a1.131\u4ebf\u6e2f\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u57282025\u5e74\u4e0a\u534a\u5e74\u964d\u81f3\uff080.89\uff09\u6e2f\u5206\uff0c\u800c2024\u5e74\u4e0a\u534a\u5e74\u4e3a1.49\u6e2f\u5206\u3002<\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong> <figure><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-78221\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-numbers-4.png\" alt=\"A blue and white rectangular object with numbers\n\nAI-generated content may be incorrect.\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-numbers-4.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-numbers-4-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1260\" height=\"567\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-6.jpeg\" alt=\"A graph on a screen\n\nAI-generated content may be incorrect.\" class=\"wp-image-78222\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-6.jpeg 1260w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-6-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-6-1024x461.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-6-768x346.jpeg 768w\" sizes=\"(max-width: 1260px) 100vw, 1260px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><figure><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-78223\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-18.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-18.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-18-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure><\/strong><\/h3>\n\n\n\n<h2 class=\"wp-block-heading\">\u6d1b\u9633\u683e\u5ddd\u94bc\u4e1a (3993 HK)\uff1a\u94dc\u4ef7\u548c\u91d1\u4ef7\u5448\u4e0a\u6da8\u8d8b\u52bf<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a15\uff0c\u76ee\u6807\u4ef7\uff1a17\uff0c\u6b62\u635f\u4ef7\uff1a14<\/strong><\/li>\n\n\n\n<li>\u6d1b\u9633\u683e\u5ddd\u94bc\u4e1a\u96c6\u56e2\u80a1\u4efd\u6709\u9650\u516c\u53f8\u662f\u4e00\u5bb6\u4e3b\u8981\u4ece\u4e8b\u57fa\u672c\u91d1\u5c5e\u3001\u7a00\u6709\u91d1\u5c5e\u7684\u91c7\u3001\u9009\u3001\u51b6\u7b49\u77ff\u5c71\u91c7\u6398\u53ca\u52a0\u5de5\u4e1a\u52a1\u548c\u77ff\u4ea7\u8d38\u6613\u4e1a\u52a1\u7684\u4e2d\u56fd\u516c\u53f8\u3002\u77ff\u5c71\u91c7\u6398\u53ca\u52a0\u5de5\u4e1a\u52a1\u4e3b\u8981\u4ece\u4e8b\u94bc\u3001\u94a8\u3001\u94dc\u94b4\u3001\u78f7\u77ff\u3001\u94cc\u77ff\u7684\u91c7\u9009\u3001\u51b6\u70bc\u3001\u6df1\u52a0\u5de5\u3001\u79d1\u7814\u7b49\uff0c\u4e3b\u8981\u4ea7\u54c1\u5305\u62ec\u94bc\u94c1\u3001\u4ef2\u94a8\u9178\u94f5\u3001\u94a8\u7cbe\u77ff\u53ca\u5176\u4ed6\u94bc\u94a8\u76f8\u5173\u4ea7\u54c1\u3001\u94cc\u94c1\u3001\u94dc\u7cbe\u77ff\u3001\u9634\u6781\u94dc\u3001\u6c22\u6c27\u5316\u94b4\u3001\u78f7\u80a5\u7b49\u3002\u77ff\u4ea7\u8d38\u6613\u4e1a\u52a1\u8986\u76d6\u5168\u7403\u591a\u4e2a\u56fd\u5bb6\uff0c\u4e3b\u8981\u4e1a\u52a1\u5730\u533a\u5305\u62ec\u4e2d\u56fd\u3001\u62c9\u7f8e\u3001\u5317\u7f8e\u548c\u6b27\u6d32\uff0c\u4ea7\u54c1\u4e3b\u8981\u9500\u5f80\u4e9a\u6d32\u548c\u6b27\u6d32\u3002<\/li>\n\n\n\n<li><strong>\u94dc\u4ef7\u53cd\u5f39\u3002<\/strong>\u7531\u4e8e\u5168\u7403\u7b2c\u4e8c\u5927\u94dc\u77ff\u4ea7\u5730\u3001\u5370\u5c3cGrasberg\u77ff\u7684\u81ea\u7531\u6e2f-\u9ea6\u514b\u83ab\u5170\u516c\u53f8\uff08Freeport-McMoRan\uff09\u5ba3\u5e03\u906d\u9047\u4e0d\u53ef\u6297\u529b\uff0c\u94dc\u671f\u8d27\u4ef7\u683c\u6500\u5347\u81f3\u6bcf\u78c54.82\u7f8e\u5143\u4ee5\u4e0a\uff0c\u521b\u4e0b\u8fd1\u4e24\u4e2a\u6708\u65b0\u9ad8\u3002\u6b64\u524d\uff0c9\u67088\u65e5Grasberg\u77ff\u53d1\u751f\u6ce5\u77f3\u6d41\u4e8b\u6545\uff0c\u9020\u6210\u4e24\u540d\u5de5\u4eba\u6b7b\u4ea1\u3001\u4e94\u4eba\u5931\u8e2a\uff0c\u8feb\u4f7f\u81ea\u7531\u6e2f\u5c06\u5b63\u5ea6\u94dc\u548c\u9ec4\u91d1\u9500\u552e\u9884\u671f\u5206\u522b\u4e0b\u8c034%\u548c6%\u3002Grasberg\u77ff\u7684\u94dc\u4ea7\u91cf\u5360\u5168\u7403\u5f00\u91c7\u94dc\u4ea7\u91cf\u76843.2%\uff0c\u5360\u81ea\u7531\u6e2f\u94dc\u4ea7\u91cf\u7684\u8fd130%\u548c\u9ec4\u91d1\u4ea7\u91cf\u768470%\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u79d8\u9c81\u54c8\u5fb7\u8d1d\u77ff\u4e1a\uff08Hudbay\uff09\u6682\u505c\u4e86\u5176Constancia\u77ff\u7684\u5f00\u91c7\u7b49\u5176\u4ed6\u4f9b\u5e94\u4e2d\u65ad\uff0c\u4f9b\u5e94\u98ce\u9669\u4f9d\u7136\u5c45\u9ad8\u4e0d\u4e0b\uff0c\u63a8\u9ad8\u4e86\u94dc\u4ef7\u5e76\u7ed9\u5168\u7403\u51b6\u70bc\u5382\u5e26\u6765\u4e86\u538b\u529b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u56fd\u4e0a\u6d77\u94dc\u73b0\u8d27\u4ef7\u683c\uff08\u5143\/\u5428\uff09<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1257\" height=\"552\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-with-lines-on-it-ai-generated-content-may-1.jpeg\" alt=\"A graph with lines on it\n\nAI-generated content may be incorrect.\" class=\"wp-image-78224\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-with-lines-on-it-ai-generated-content-may-1.jpeg 1257w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-with-lines-on-it-ai-generated-content-may-1-300x132.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-with-lines-on-it-ai-generated-content-may-1-1024x450.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-with-lines-on-it-ai-generated-content-may-1-768x337.jpeg 768w\" sizes=\"(max-width: 1257px) 100vw, 1257px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e2d\u56fd\u589e\u52a0\u9ec4\u91d1\u50a8\u5907\u3002<\/strong>\u6839\u636e\u4e16\u754c\u9ec4\u91d1\u534f\u4f1a\u7684\u6570\u636e\uff0c\u4e2d\u56fd\u4eba\u6c11\u94f6\u884c\u57288\u6708\u8fde\u7eed\u7b2c10\u4e2a\u6708\u589e\u6301\u9ec4\u91d1\uff0c\u5c06\u9ec4\u91d1\u50a8\u5907\u63d0\u5347\u81f32,302\u5428\u3002\u968f\u7740\u4e2d\u56fd\u4e3a\u5e94\u5bf9\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u800c\u7ee7\u7eed\u5b9e\u73b0\u5916\u6c47\u50a8\u5907\u591a\u5143\u5316\u3001\u964d\u4f4e\u5bf9\u7f8e\u5143\u8d44\u4ea7\u7684\u4f9d\u8d56\uff0c\u9ec4\u91d1\u5360\u4e2d\u56fd\u5916\u6c47\u50a8\u5907\u7684\u6bd4\u4f8b\u8fbe\u52307.0%\uff0c\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u592e\u884c\u7684\u6301\u7eed\u8d2d\u4e70\u3001\u5168\u7403\u7ecf\u6d4e\u4e0d\u786e\u5b9a\u6027\u4ee5\u53ca\u91d1\u4ef7\u4e0a\u6da8\uff0c\u90fd\u63d0\u632f\u4e86\u6295\u8d44\u8005\u5bf9\u9ec4\u91d1\u7684\u9700\u6c42\u3002\u5c3d\u7ba1\u91d1\u4ef7\u9ad8\u4f01\uff0c\u6d1b\u9633\u94bc\u4e1a\uff08CMOC\uff09\u4ecd\u5c06\u53d7\u76ca\u4e8e\u592e\u884c\u7684\u6301\u7eed\u589e\u6301\u3002<\/li>\n\n\n\n<li><strong>\u4e13\u6ce8\u4e8e\u5e76\u8d2d\u3002<\/strong>\u6d1b\u9633\u94bc\u4e1a\u96c6\u56e2\u91cd\u7533\u4e86\u5176\u4e13\u6ce8\u4e8e\u5e76\u8d2d\u7684\u7b56\u7565\uff0c\u76ee\u6807\u9501\u5b9a\u975e\u6d32\u548c\u5357\u7f8e\u6d32\u7b49\u8d44\u6e90\u4e30\u5bcc\u5730\u533a\uff0c\u540c\u65f6\u4e5f\u5728\u8003\u8651\u62d3\u5c55\u94bc\u548c\u94a8\u4e1a\u52a1\u3002\u516c\u53f8\u8fd1\u671f\u4ee54.19\u4ebf\u7f8e\u5143\u6536\u8d2d\u4e86Lumina Gold\uff0c\u83b7\u5f97\u4e86\u5384\u74dc\u591a\u5c14\u6700\u5927\u7684\u539f\u751f\u91d1\u77ff\u3002\u8be5\u4ea4\u6613\u7a81\u663e\u4e86\u6d1b\u9633\u94bc\u4e1a\u901a\u8fc7\u975e\u5185\u751f\u5f0f\u6269\u5f20\u6765\u6269\u5927\u5176\u6295\u8d44\u7ec4\u5408\u548c\u5168\u7403\u4e1a\u52a1\u7248\u56fe\u7684\u6218\u7565\u3002<\/li>\n\n\n\n<li><strong>2025\u5e74\u4e0a\u534a\u5e74\u4e1a\u7ee9\u56de\u987e\u3002<\/strong>2025\u5e74\u4e0a\u534a\u5e74\u8425\u4e1a\u6536\u5165\u540c\u6bd4\u4e0b\u964d7.83%\u81f3948\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2024\u5e74\u4e0a\u534a\u5e74\u4e3a1,028\u4ebf\u5143\u4eba\u6c11\u5e01\u30022025\u5e74\u4e0a\u534a\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f60.1%\u81f386.7\u4ebf\u5143\u4eba\u6c11\u5e01\uff0c\u800c2024\u5e74\u4e0a\u534a\u5e74\u4e3a54.2\u4ebf\u5143\u4eba\u6c11\u5e01\u30022025\u5e74\u4e0a\u534a\u5e74\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u589e\u81f30.41\u5143\u4eba\u6c11\u5e01\uff0c\u800c2024\u5e74\u4e0a\u534a\u5e74\u4e3a0.25\u5143\u4eba\u6c11\u5e01\u3002<\/li>\n\n\n\n<li><strong>\u5e02\u573a\u5171\u8bc6<\/strong> <figure><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"106\" class=\"wp-image-78225\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-table-with-numbers-a-1.png\" alt=\"A blue and white rectangular table with numbers\n\nAI-generated content may be incorrect.\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-table-with-numbers-a-1.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-table-with-numbers-a-1-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/figure><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1257\" height=\"532\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-white-background-ai-generated-conten-2.jpeg\" alt=\"A graph on a white background\n\nAI-generated content may be incorrect.\" class=\"wp-image-78226\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-white-background-ai-generated-conten-2.jpeg 1257w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-white-background-ai-generated-conten-2-300x127.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-white-background-ai-generated-conten-2-1024x433.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-white-background-ai-generated-conten-2-768x325.jpeg 768w\" sizes=\"(max-width: 1257px) 100vw, 1257px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-22.png\" alt=\"\" class=\"wp-image-78227\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-22.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-22-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image\" id=\"us\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-23.png\" alt=\"\" class=\"wp-image-78228\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-23.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-23-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Centrus Energy Corp. (LEU US)\uff1a\u6838\u80fd\u9700\u6c42\u589e\u52a0<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a300 \u76ee\u6807\u4ef7\uff1a340 \u6b62\u635f\u4ef7\uff1a280<\/strong><\/li>\n\n\n\n<li>Centrus Energy Corp. \u662f\u4e00\u5bb6\u5168\u7403\u80fd\u6e90\u516c\u53f8\uff0c\u4f9b\u5e94\u4f4e\u6d53\u7f29\u94c0\uff08\u201cLEU\u201d\uff09\u7528\u4e8e\u5546\u4e1a\u6838\u7535\u5382\u3002\u8be5\u516c\u53f8\u901a\u8fc7\u5176\u5b50\u516c\u53f8\u5728\u7f8e\u56fd\u80af\u5854\u57fa\u5dde\u8fd0\u8425\u4e00\u4e2a\u94c0\u6d53\u7f29\u8bbe\u65bd\u3002<\/li>\n\n\n\n<li><strong>\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\u63a2\u7d22\u6f5c\u5728\u6295\u8d44\u3002<\/strong>Centrus Energy \u4e0e\u97e9\u56fd\u6c34\u7535\u6838\u80fd\u516c\u53f8\uff08KHNP\uff09\u548cPOSCO\u56fd\u9645\u5efa\u7acb\u4e86\u5408\u4f5c\u4f19\u4f34\u5173\u7cfb\uff0c\u4ee5\u8bc4\u4f30\u5bf9\u5176\u4f4d\u4e8e\u4fc4\u4ea5\u4fc4\u5dde\u76ae\u514b\u987f\u94c0\u6d53\u7f29\u8bbe\u65bd\u6269\u5c55\u7684\u6f5c\u5728\u6295\u8d44\u3002\u6b64\u6b21\u5408\u4f5c\u65e8\u5728\u52a0\u5f3a\u7f8e\u56fd\u4e0e\u97e9\u56fd\u5728\u6c11\u7528\u6838\u80fd\u65b9\u9762\u7684\u5408\u4f5c\uff0c\u5305\u62ec\u63a2\u7d22\u4f4e\u6d53\u7f29\u94c0\uff08LEU\uff09\u548c\u9ad8\u6d53\u5ea6\u4f4e\u6d53\u7f29\u94c0\uff08HALEU\uff09\u7b49\u989d\u5916\u4f9b\u5e94\u534f\u8bae\u7684\u673a\u4f1a\uff0c\u4ee5\u652f\u6301\u4e0b\u4e00\u4ee3\u53cd\u5e94\u5806\u3002\u8be5\u5021\u8bae\u5f3a\u8c03\u4e86\u5bf9\u7f8e\u56fd\u62e5\u6709\u7684\u6d53\u7f29\u80fd\u529b\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\uff0c\u5e76\u7a81\u51fa\u4e86\u79c1\u4eba\u8d44\u672c\u6295\u8d44\u7684\u53e6\u4e00\u4e2a\u6f5c\u5728\u6e20\u9053\uff0c\u65e8\u5728\u589e\u5f3a\u6838\u71c3\u6599\u5e02\u573a\u7684\u4f9b\u5e94\u591a\u6837\u6027\u548c\u7ade\u4e89\u3002<\/li>\n\n\n\n<li><strong>\u9ad8\u6d53\u5ea6\u4f4e\u6d53\u7f29\u94c0\u662f\u6838\u80fd\u7684\u74f6\u9888\u3002<\/strong>\u9ad8\u6d53\u5ea6\u4f4e\u6d53\u7f29\u94c0\uff08HALEU\uff09\u662f\u4e00\u79cd\u94c0\u71c3\u6599\uff0cU-235\u7684\u6d53\u5ea6\u4e3a5%\u81f320%\uff0c\u76f8\u6bd4\u4f20\u7edf\u4f4e\u6d53\u7f29\u94c0\u63d0\u4f9b\u66f4\u9ad8\u7684\u80fd\u91cf\u8f93\u51fa\uff0c\u540c\u65f6\u51cf\u5c11\u6838\u5e9f\u6599\u3002HALEU \u9002\u7528\u4e8e\u4e0b\u4e00\u4ee3\u5148\u8fdb\u53cd\u5e94\u5806\u8bbe\u8ba1\uff0c\u7279\u522b\u662f\u5c0f\u578b\u6a21\u5757\u5316\u53cd\u5e94\u5806\u3002\u6838\u5de5\u4e1a\u7684\u521b\u65b0\u548c\u6548\u7387\u63d0\u5347\u4f9d\u8d56\u4e8eHALEU\u7684\u5e94\u7528\uff0c\u591a\u4e2a\u56fd\u5bb6\u6b63\u5728\u63a8\u52a8\u5176\u7814\u53d1\u3002HALEU\u751f\u4ea7\u8bb8\u53ef\u8bc1\u7684\u7533\u8bf7\u975e\u5e38\u4e25\u683c\uff0c\u6d89\u53ca\u6280\u672f\u3001\u751f\u4ea7\u8bbe\u5907\u548c\u8bbe\u65bd\u7b49\u56e0\u7d20\u3002\u8be5\u516c\u53f8\u662f\u552f\u4e00\u83b7\u5f97\u7f8e\u56fd\u6838\u80fd\u76d1\u7ba1\u59d4\u5458\u4f1a\u8bb8\u53ef\u751f\u4ea7HALEU\u7684\u516c\u53f8\uff0c\u8fd9\u4e5f\u662f\u5176\u7ade\u4e89\u4f18\u52bf\u3002<\/li>\n\n\n\n<li><strong>2025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>2025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u6536\u5165\u4e0b\u964d18.3%\uff0c\u4e3a1.545\u4ebf\u7f8e\u5143\uff0c\u800c2024\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e3a1.89\u4ebf\u7f8e\u5143\u3002\u51c0\u6536\u5165\u7565\u5fae\u4e0b\u964d5.56%\uff0c\u4e3a2890\u4e07\u7f8e\u5143\uff0c2024\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e3a3060\u4e07\u7f8e\u5143\u3002\u57fa\u672c\u6bcf\u80a1\u6536\u76ca\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u964d\u81f31.63\u7f8e\u5143\uff0c\u800c2024\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e3a1.89\u7f8e\u5143\u3002\u622a\u81f32025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u516c\u53f8\u603b\u8ba2\u5355\u79ef\u538b\u4e3a36\u4ebf\u7f8e\u5143\uff0c\u4ea4\u4ed8\u622a\u6b62\u65e5\u671f\u5ef6\u957f\u81f32040\u5e74\u3002\u5176\u4e2d\u5305\u62ec\u4ef7\u503c21\u4ebf\u7f8e\u5143\u7684\u4f4e\u6d53\u7f29\u94c0\u9500\u552e\u534f\u8bae\u548c9\u4ebf\u7f8e\u5143\u7684\u6280\u672f\u652f\u6301\u670d\u52a1\u3002<\/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\/10\/a-blue-and-white-rectangular-object-with-numbers-5.png\" alt=\"A blue and white rectangular object with numbers\n\nAI-generated content may be incorrect.\" class=\"wp-image-78229\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-numbers-5.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-object-with-numbers-5-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/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=\"1260\" height=\"567\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-7.jpeg\" alt=\"A graph on a screen\n\nAI-generated content may be incorrect.\" class=\"wp-image-78230\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-7.jpeg 1260w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-7-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-7-1024x461.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-screen-ai-generated-content-may-be-i-7-768x346.jpeg 768w\" sizes=\"(max-width: 1260px) 100vw, 1260px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"200\" class=\"wp-image-78231\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-long-line-of-a-flag-description-automatically-g-1.png\" alt=\"A long line of a flag\n\nDescription automatically generated with medium confidence\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-long-line-of-a-flag-description-automatically-g-1.png 940w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-long-line-of-a-flag-description-automatically-g-1-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-long-line-of-a-flag-description-automatically-g-1-768x163.png 768w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">\u5361\u6885\u79d1 (CCJ US):\u6838\u80fd\u7684\u9ec4\u91d1\u65f6\u4ee3<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a80 \u76ee\u6807\u4ef7\uff1a90 \u6b62\u635f\u4ef7\uff1a75<\/strong><\/li>\n\n\n\n<li>\u5361\u6885\u79d1\u516c\u53f8\u4ece\u4e8b\u94c0\u7684\u52d8\u63a2\u3001\u5f00\u53d1\u3001\u5f00\u91c7\u3001\u7cbe\u70bc\u3001\u8f6c\u5316\u548c\u5236\u9020\u3002\u8be5\u516c\u53f8\u63d0\u4f9b\u94c0\u4f5c\u4e3a\u6838\u7535\u53cd\u5e94\u5806\u53d1\u7535\u7684\u71c3\u6599\u3002\u5361\u6885\u79d1\u5728\u5168\u7403\u8303\u56f4\u5185\u8fd0\u8425\u3002<\/li>\n\n\n\n<li><strong>\u94c0\u5e02\u573a\u6536\u7d27\u3002<\/strong>\u5168\u7403\u94c0\u9700\u6c42\u9884\u8ba1\u52302030\u5e74\u5c06\u589e\u957f28%\uff0c\u52302040\u5e74\u5c06\u7ffb\u500d\uff0c\u53d7\u53bb\u78b3\u5316\u76ee\u6807\u3001\u6570\u636e\u4e2d\u5fc3\u7535\u529b\u9700\u6c42\u4ee5\u53ca\u5404\u56fd\u653f\u5e9c\u91cd\u65b0\u5ba1\u89c6\u6838\u80fd\u653f\u7b56\u7684\u63a8\u52a8\u3002\u540c\u65f6\uff0c\u9884\u8ba12030\u5e74\u540e\u5341\u5e74\u7684\u77ff\u5c71\u4f9b\u5e94\u5c06\u51cf\u534a\uff0c\u8fd9\u7a81\u663e\u4e86\u7531\u4e8e\u8d44\u6e90\u53d1\u73b0\u4e0e\u751f\u4ea7\u4e4b\u95f4\u768410\u81f320\u5e74\u6ede\u540e\u800c\u5bfc\u81f4\u7684\u4f9b\u5e94\u5371\u673a\u3002\u968f\u7740\u94c0\u4ef7\u683c\u7a81\u7834\u6bcf\u78c580\u7f8e\u5143\uff0c\u4ee5\u53ca\u50cfKazatomprom\u8fd9\u6837\u7684\u751f\u4ea7\u5546\u964d\u4f4e\u4ea7\u91cf\uff0c\u94c0\u4ef7\u683c\u5c06\u5728\u4f9b\u5e94\u4e0d\u8db3\u7684\u60c5\u51b5\u4e0b\u7ee7\u7eed\u53d7\u5230\u652f\u6491\uff0c\u8fd9\u5c06\u4f7f\u5361\u6885\u79d1\u53d7\u76ca\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u94c0\u73b0\u8d27\u4ef7\u683c<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1285\" height=\"587\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-black-background-ai-generated-conten-1.jpeg\" alt=\"A graph on a black background\n\nAI-generated content may be incorrect.\" class=\"wp-image-78232\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-black-background-ai-generated-conten-1.jpeg 1285w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-black-background-ai-generated-conten-1-300x137.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-black-background-ai-generated-conten-1-1024x468.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-black-background-ai-generated-conten-1-768x351.jpeg 768w\" sizes=\"(max-width: 1285px) 100vw, 1285px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5728\u65b0\u5e02\u573a\u6269\u5c55\u3002<\/strong>\u5361\u6885\u79d1\u901a\u8fc7\u5bf9\u897f\u5c4b\u7535\u6c14\u548c\u5168\u7403\u6fc0\u5149\u6d53\u7f29\u7684\u6295\u8d44\u6765\u591a\u5143\u5316\u5176\u4e1a\u52a1\uff0c\u6269\u5c55\u4ece\u5f00\u91c7\u5230\u8f6c\u5316\u548c\u5148\u8fdb\u6838\u6280\u672f\u7684\u9886\u57df\u3002\u4e0e\u65af\u6d1b\u4f10\u514b\u7535\u529b\u516c\u53f8\u65b0\u7b7e\u8ba2\u76842028-2036\u5408\u540c\u7a81\u663e\u4e86\u5361\u6885\u79d1\u5728\u6b27\u6d32\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\u6446\u8131\u4fc4\u7f57\u65af\u71c3\u6599\u65f6\u6355\u83b7\u5e02\u573a\u4efd\u989d\u7684\u80fd\u529b\u3002\u8be5\u4ea4\u6613\u786e\u4fdd\u4e86\u957f\u671f\u6536\u5165\uff0c\u540c\u65f6\u5de9\u56fa\u4e86\u5361\u6885\u79d1\u4f5c\u4e3a\u4f4e\u78b3\u7535\u7f51\u53ef\u4fe1\u8d56\u4f9b\u5e94\u5546\u7684\u89d2\u8272\uff0c\u7279\u522b\u662f\u5728\u4e2d\u6b27\u5730\u533a\u3002\u968f\u7740\u7f8e\u56fd\u548c\u82f1\u56fd\u627f\u8bfa\u57282028\u5e74\u524d\u5b9e\u73b0\u6838\u80fd\u72ec\u7acb\uff0c\u5361\u6885\u79d1\u6709\u671b\u4ece\u4f9b\u5e94\u94fe\u7684\u56de\u6d41\u4e2d\u83b7\u76ca\u3002<\/li>\n\n\n\n<li><strong>\u653f\u7b56\u5229\u597d\u4e0e\u8d44\u672c\u6d41\u5165\u3002<\/strong>\u652f\u6301\u6027\u653f\u7b56\u7684\u52bf\u5934\u6b63\u5728\u52a0\u901f\u3002\u7f8e\u56fd\u7684\u884c\u653f\u547d\u4ee4\u65e8\u5728\u5c06\u6838\u80fd\u4ea7\u80fd\u589e\u52a0\u56db\u500d\uff0c\u627f\u8bfa\u5efa\u7acb\u6218\u7565\u94c0\u50a8\u5907\uff0c\u4ee5\u53ca\u5728\u53d1\u8fbe\u548c\u65b0\u5174\u5e02\u573a\u7684\u4eb2\u6838\u6846\u67b6\u4e3a\u5361\u6885\u79d1\u7684\u9700\u6c42\u524d\u666f\u63d0\u4f9b\u652f\u6301\u3002\u540c\u65f6\uff0c\u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u80fd\u6e90\u9700\u6c42\u6b63\u5728\u91cd\u5851\u7535\u529b\u5e02\u573a\uff0c\u6838\u80fd\u6210\u4e3a\u552f\u4e00\u53ef\u6269\u5c55\u7684\u65e0\u78b3\u57fa\u7840\u8d1f\u8377\u9009\u9879\u3002\u5b9e\u7269\u94c0\u57fa\u91d1\u5982Sprott\u548cYellow Cake\u7ee7\u7eed\u5438\u7eb3\u4f9b\u5e94\uff0c\u589e\u5f3a\u77ff\u5546\u7684\u5b9a\u4ef7\u80fd\u529b\u3002\u5728\u8fd9\u79cd\u73af\u5883\u4e0b\uff0c\u5361\u6885\u79d1\u7684\u8d44\u672c\u5206\u914d\u7eaa\u5f8b\uff0c\u5e73\u8861\u4f9b\u5e94\u5408\u540c\u3001\u71c3\u6599\u5faa\u73af\u6574\u5408\u548c\u9009\u62e9\u6027\u751f\u4ea7\u63d0\u5347\uff0c\u4f7f\u5176\u80fd\u591f\u5728\u4fdd\u6301\u4f9b\u5e94\u5b89\u5168\u7684\u540c\u65f6\uff0c\u6293\u4f4f\u94c0\u4ef7\u683c\u4e0a\u6da8\u7684\u9700\u6c42\u3002<\/li>\n\n\n\n<li><strong>2025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u4e1a\u7ee9\u3002<\/strong>\u7b2c\u4e8c\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f46.7%\uff0c\u8fbe\u52308.77\u4ebf\u7f8e\u5143\uff0c\u8d85\u51fa\u9884\u671f2.8871\u4ebf\u7f8e\u5143\u3002\u975eGAAP\u6bcf\u80a1\u6536\u76ca\u4e3a0.71\u7f8e\u5143\uff0c\u8d85\u51fa\u5e02\u573a\u5171\u8bc60.34\u7f8e\u5143\u3002\u5168\u5e74\u516c\u53f8\u9884\u8ba1\u94c0\u5e74\u4ea7\u91cf\u4e3a2240\u4e07\u78c5\uff0c\u5408\u8d44\u4f01\u4e1aInkai\u7684\u5e74\u91c7\u8d2d\u914d\u989d\u4e3a370\u4e07\u78c5\uff0c\u71c3\u6599\u670d\u52a1\u90e8\u95e8\u7684\u7efc\u5408\u4ea7\u54c1\u4e3a1300\u81f31400\u4e07\u5343\u514b\u94c0\u3002<\/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\/10\/a-blue-and-white-rectangular-box-with-white-text-1.png\" alt=\"A blue and white rectangular box with white text\n\nAI-generated content may be incorrect.\" class=\"wp-image-78233\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-box-with-white-text-1.png 497w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-blue-and-white-rectangular-box-with-white-text-1-300x64.png 300w\" sizes=\"(max-width: 497px) 100vw, 497px\" \/><\/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=\"1260\" height=\"567\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-white-background-ai-generated-conten-3.jpeg\" alt=\"A graph on a white background\n\nAI-generated content may be incorrect.\" class=\"wp-image-78234\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-white-background-ai-generated-conten-3.jpeg 1260w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-white-background-ai-generated-conten-3-300x135.jpeg 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-white-background-ai-generated-conten-3-1024x461.jpeg 1024w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-graph-on-a-white-background-ai-generated-conten-3-768x346.jpeg 768w\" sizes=\"(max-width: 1260px) 100vw, 1260px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">(Source: Bloomberg)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u00a0<\/h2>\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-78144-_va9jaog5jnw3\"><\/a><figure><img loading=\"lazy\" decoding=\"async\" width=\"637\" height=\"135\" class=\"wp-image-78235\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-30.png\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-30.png 637w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-30-300x64.png 300w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/figure><\/h3>\n\n\n\n<figure class=\"wp-block-image\" id=\"td\"><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"128\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-31.png\" alt=\"\" class=\"wp-image-78236\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-31.png 602w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/word-image-78144-31-300x64.png 300w\" sizes=\"(max-width: 602px) 100vw, 602px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update: <\/strong>Add CGN Mining Co Ltd (1164 HK) at HK$3.1 and Centrus Energy Corp. (LEU US) at US$300.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"943\" height=\"494\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-computer-screen-ai-generated-co-3.png\" alt=\"A screenshot of a computer screen\n\nAI-generated content may be incorrect.\" class=\"wp-image-78237\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-computer-screen-ai-generated-co-3.png 943w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-computer-screen-ai-generated-co-3-300x157.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/10\/a-screenshot-of-a-computer-screen-ai-generated-co-3-768x402.png 768w\" sizes=\"(max-width: 943px) 100vw, 943px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-71807-_tiry8p5xvcqk\"><\/a><\/h3>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-ed4e1152\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-075e5b76\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-0ad8dd24\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-buttons uagb-buttons__outer-wrap uagb-btn__default-btn uagb-btn-tablet__default-btn uagb-btn-mobile__default-btn uagb-block-dc1bd65c\"><div class=\"uagb-buttons__wrap uagb-buttons-layout-wrap \">\n<div class=\"wp-block-uagb-buttons-child uagb-buttons__outer-wrap uagb-block-2f4e392f wp-block-button\"><div class=\"uagb-button__wrapper\"><a class=\"uagb-buttons-repeater wp-block-button__link\" aria-label=\"\" href=\"https:\/\/www.kgieworld.sg\/securities\/contact-us\" rel=\"follow noopener\" target=\"_self\" role=\"button\"><div class=\"uagb-button__link\">\u8054\u7cfb\u6211\u4eec\u4e86\u89e3\u66f4\u591a\u4fe1\u606f<\/div><\/a><\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-4467fd1f\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-fdd2c8c4\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><a id=\"post-56747-_fginbsn8cd1z\"><\/a><\/h3>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-27ad8851\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-image uagb-block-62b24b08 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/www.whatsapp.com\/channel\/0029VayhkxMChq6JN6qO8x0B\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png\" alt=\"\" class=\"uag-image-69995\" width=\"760\" height=\"208\" title=\"1\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-uagb-image uagb-block-82e9f322 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/t.me\/kgisg\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png\" alt=\"\" class=\"uag-image-69996\" width=\"760\" height=\"208\" title=\"2\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><a id=\"post-56591-_tiry8p5xvcqk\"><\/a><\/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 \u7f8e\u56fd \u9999\u6e2f \u00a0 ^ Back To Top \u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u53d7\u7164\u70ad\u4ef7\u683c\u63a8\u52a8 (Source: Bloomberg) \u00a0 \u6d77\u5ead (STM SP): \u52a0\u5f3a\u5229\u6da6\u7387\u4e0e\u591a\u5143\u5316\u589e\u957f (Source: Bloomberg) CGN Mining Co Ltd. (1164 HK)\uff1a\u94c0\u4ef7\u53cd\u5f39 \u94c0\u671f\u8d27\u4ef7\u683c (Source: Bloomberg) (Source: Bloomberg) \u6d1b\u9633\u683e\u5ddd\u94bc\u4e1a (3993 HK)\uff1a\u94dc\u4ef7\u548c\u91d1\u4ef7\u5448\u4e0a\u6da8\u8d8b\u52bf \u4e2d\u56fd\u4e0a\u6d77\u94dc\u73b0\u8d27\u4ef7\u683c\uff08\u5143\/\u5428\uff09 (Source: Bloomberg) (Source: Bloomberg) Centrus Energy Corp. (LEU US)\uff1a\u6838\u80fd\u9700\u6c42\u589e\u52a0 (Source: Bloomberg) \u5361\u6885\u79d1 [&hellip;]<\/p>\n","protected":false},"author":10,"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-78144","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 \u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u53d7\u7164\u70ad\u4ef7\u683c\u63a8\u52a8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.450\uff0c\u76ee\u6807\u4ef7\uff1a0.500\uff0c\u6b62\u635f\u4ef7\uff1a0.425 \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u7164\u77ff\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u8fd0\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u77ff\u5c71\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002 \u5782\u76f4\u6574\u5408\u4fdd\u969c\u7269\u6d41\u5e76\u63d0\u5347\u6210\u672c\u6548\u7387\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u6536\u8d2d\u5370\u5c3c\u822a\u8fd0\u516c\u53f8 PT Trans Maritim Pratama \u548c PT Bahari Segara Maritim\uff0c\u4ee3\u8868\u7740\u5728\u7164\u70ad\u4e1a\u52a1\u4e2d\u5782\u76f4\u6574\u5408\u7269\u6d41\u7684\u6218\u7565\u63a8\u52a8\u3002\u8be5\u4ea4\u6613\u786e\u4fdd\u4e86\u4e00\u652f\u753154\u8258\u8239\u53ea\u300127\u8258\u62d6\u8239\u548c27\u8258\u9a73\u8239\u7ec4\u6210\u7684\u8239\u961f\uff0c\u4f7f\u96c6\u56e2\u80fd\u591f\u964d\u4f4e\u8fd0\u8f93\u6210\u672c\uff0c\u63d0\u9ad8 PT Triaryani \u7164\u77ff\u7684\u4ea4\u4ed8\u786e\u5b9a\u6027\uff0c\u5e76\u5f3a\u5316 PT Marga Bara Jaya \u7801\u5934\u7684\u8fd0\u8425\u3002\u9664\u4e86\u7acb\u5373\u7684\u6210\u672c\u534f\u540c\u5916\uff0c\u6536\u8d2d\u8fd8\u5c06\u5929\u7136\u7164\u77ff\u96c6\u56e2\u7684\u4e1a\u52a1\u591a\u5143\u5316\u4e3a\u7269\u6d41\u548c\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\uff0c\u62d3\u5c55\u5176\u5728\u5370\u5c3c\u7684\u5546\u54c1\u6d41\u52a8\u8303\u56f4\uff0c\u786e\u4fdd\u66f4\u5177\u97e7\u6027\u7684\u957f\u671f\u6536\u76ca\u53ef\u89c1\u6027\u3002 \u7164\u70ad\u5e02\u573a\u7684\u5468\u671f\u6027\u53d7\u5230\u56fd\u5185\u9700\u6c42\u7684\u5e73\u8861\u3002\u5c3d\u7ba1\u4e2d\u56fd\u6700\u8fd1\u6d77\u8fd0\u7164\u70ad\u8fdb\u53e3\u7684\u53cd\u5f39\u6682\u65f6\u63d0\u5347\u4e86\u5370\u5c3c\u7164\u70ad\u4ef7\u683c\uff0c\u4f46\u7531\u4e8e\u4e2d\u56fd\u3001\u5370\u5ea6\u548c\u5370\u5c3c\u90fd\u5728\u6269\u5927\u56fd\u5185\u4ea7\u91cf\u5e76\u4ee5\u521b\u7eaa\u5f55\u7684\u901f\u5ea6\u90e8\u7f72\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u6d77\u8fd0\u5e02\u573a\u9762\u4e34\u7ed3\u6784\u6027\u9006\u98ce\u3002\u5370\u5c3c4200\u5927\u5361\u7164\u70ad\u7684\u4ef7\u683c\u4ece2025\u5e74\u4e2d\u671f\u7684\u591a\u5e74\u4f4e\u70b9\u4e0a\u6da8\u4e865%\uff0c\u4f46\u968f\u7740\u8fdb\u53e3\u6b63\u5e38\u5316\u548c\u53ef\u518d\u751f\u80fd\u6e90\u5360\u6bd4\u589e\u52a0\uff0c\u8fd9\u79cd\u6da8\u5e45\u53ef\u80fd\u9010\u6e10\u6d88\u9000\u3002\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u63a7\u5236\u7269\u6d41\u57fa\u7840\u8bbe\u65bd\u7684\u6218\u7565\u6709\u52a9\u4e8e\u901a\u8fc7\u6539\u5584\u5229\u6da6\u7387\u548c\u7075\u6d3b\u6ee1\u8db3\u51fa\u53e3\u548c\u56fd\u5185\u5e02\u573a\u7684\u9700\u6c42\u6765\u51cf\u8f7b\u6ce2\u52a8\u6027\u3002\u968f\u7740\u5370\u5c3c\u7164\u70ad\u6d88\u8d39\u7684\u97e7\u6027\u548c\u4e00\u4f53\u5316\u7269\u6d41\u63d0\u4f9b\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u66f4\u597d\u5730\u5b9a\u4f4d\u4e8e\u5e94\u5bf9\u957f\u671f\u8f6c\u578b\uff0c\u540c\u65f6\u6700\u5927\u5316\u5176\u7164\u70ad\u751f\u4ea7\u7684\u73b0\u91d1\u6d41\u3002 \u57fa\u7840\u8bbe\u65bd\u6269\u5c55\u5c06\u63d0\u5347\u5229\u6da6\u7387\u30021.5\u4ebf\u7f8e\u5143\u7684 MBJ \u7efc\u5408\u57fa\u7840\u8bbe\u65bd\u9879\u76ee\u4ecd\u6309\u8ba1\u5212\u4e8e2026\u5e74\u4e0a\u534a\u5e74\u5b8c\u6210\u3002\u8be5\u9879\u76ee\u5305\u62ec\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u9053\u8def\u548c\u7801\u5934\uff0c\u9884\u8ba1\u5c06\u6bcf\u5428\u51cf\u5c11\u8d85\u8fc710\u7f8e\u5143\u7684\u8fd0\u8f93\u6210\u672c\uff0c\u5e76\u5c06\u751f\u4ea7\u80fd\u529b\u7ffb\u500d\u81f3\u6bcf\u5e742500\u4e07\u5428\u3002\u6b64\u5916\uff0c\u57fa\u7840\u8bbe\u65bd\u7684\u7b2c\u4e09\u65b9\u79df\u8d41\u5c06\u521b\u9020\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u589e\u5f3a\u957f\u671f\u73b0\u91d1\u6d41\u548c\u76c8\u5229\u80fd\u529b\u3002 2025\u5e74\u4e0a\u534a\u5e74\u8d22\u52a1\u4e1a\u7ee9\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u62a5\u544a2025\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u4e3a2.895\u4ebf\u7f8e\u5143\uff0c\u6bd42024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.694\u4ebf\u7f8e\u5143\u589e\u957f\u4e8671%\uff0c\u5c3d\u7ba12025\u5e74\u4e0a\u534a\u5e74\u5e73\u5747\u552e\u4ef7\u4e3a\u6bcf\u542846.26\u7f8e\u5143\uff0c\u4f4e\u4e8e2024\u5e74\u4e0a\u534a\u5e74\u6bcf\u542852.47\u7f8e\u5143\u7684\u6c34\u5e73\u3002\u51c0\u5229\u6da6\u4ece2024\u5e74\u4e0a\u534a\u5e74\u76841140\u4e07\u7f8e\u5143\u4e0a\u534776%\uff0c\u8fbe\u52302025\u5e74\u4e0a\u534a\u5e74\u76842010\u4e07\u7f8e\u5143\u3002\u516c\u53f8\u7684\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u5f3a\u52b2\uff0c\u5e73\u5747\u4e3a\u6bcf\u542810.19\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5ba3\u6d3e\u6bcf\u80a10.10\u7f8e\u5206\u7684\u4e2d\u671f\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) \u4e2d\u56fd\u6838\u80fd\u5efa\u8bbe\u63a8\u52a8\u957f\u671f\u94c0\u9700\u6c42\u3002\u4e2d\u56fd\u9884\u8ba1\u52302040\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u51e0\u4e4e\u7ffb\u500d\u81f3200 GW\uff0c\u5e76\u57282030\u5e74\u8d85\u8d8a\u7f8e\u56fd\uff0c\u6210\u4e3a\u4e16\u754c\u6700\u5927\u7684\u6838\u7535\u751f\u4ea7\u56fd\u3002\u5f53\u524d\u5168\u740361\u5ea7\u5728\u5efa\u6838\u53cd\u5e94\u5806\u4e2d\uff0c\u5927\u7ea6\u4e00\u534a\u4f4d\u4e8e\u4e2d\u56fd\uff0c\u968f\u7740\u6838\u80fd\u5728\u4e2d\u56fd\u7535\u529b\u7ed3\u6784\u4e2d\u6240\u5360\u6bd4\u4f8b\u4ece2024\u5e74\u76845%\u4e0a\u5347\u81f32040\u5e74\u768410%\uff0c\u5bf9\u94c0\u7684\u9700\u6c42\u5c06\u52a0\u901f\u3002\u8fd9\u4e00\u5feb\u901f\u5efa\u8bbe\u4e0d\u4ec5\u51f8\u663e\u4e86\u5317\u4eac\u5728\u5b9e\u73b0\u53bb\u78b3\u5316\u7684\u540c\u65f6\u7ef4\u62a4\u80fd\u6e90\u5b89\u5168\u7684\u51b3\u5fc3\uff0c\u4e5f\u4e3a\u50cfCGN Mining\u8fd9\u6837\u7684\u94c0\u4f9b\u5e94\u5546\u521b\u9020\u4e86\u9700\u6c42\u987a\u98ce\uff0c\u56e0\u4e3a\u5176\u4f5c\u4e3a\u4e2d\u56fd\u56fd\u5bb6\u652f\u6301\u7684\u94c0\u5e73\u53f0\u5728\u4fdd\u969c\u4f9b\u5e94\u65b9\u9762\u5177\u6709\u6218\u7565\u4f18\u52bf\u3002 CGN Mining\u4e0e\u5b50\u516c\u53f8\u5ef6\u957f\u6846\u67b6\u534f\u8bae\u3002CGN Mining Co.\u5df2\u5ba3\u5e03\u5c06\u4e0e\u5176\u5b50\u516c\u53f8\u4e4b\u95f4\u7684\u5929\u7136\u94c0\u9500\u552e\u548c\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u6846\u67b6\u534f\u8bae\u7eed\u7b7e\u3002\u8fd9\u4e9b\u534f\u8bae\u5c06\u4ece2026\u5e741\u6708\u8d77\u518d\u5ef6\u957f\u4e09\u5e74\u3002\u6839\u636e\u9999\u6e2f\u4e0a\u5e02\u89c4\u5219\uff0c\u8fd9\u4e9b\u534f\u8bae\u88ab\u5217\u4e3a\u91cd\u5927\u548c\u6301\u7eed\u7684\u5173\u8054\u4ea4\u6613\uff0c\u9700\u83b7\u5f97\u72ec\u7acb\u80a1\u4e1c\u7684\u6279\u51c6\u3002\u5b83\u4eec\u4e5f\u5c06\u7ee7\u7eed\u53d7\u5230\u5e74\u5ea6\u62ab\u9732\u548c\u5408\u89c4\u5ba1\u67e5\u8981\u6c42\u7684\u7ea6\u675f\u3002\u8fd9\u4e00\u5ef6\u957f\u652f\u6301\u4e86\u8fd0\u8425\u7684\u8fde\u7eed\u6027\uff0c\u5e76\u5f3a\u5316\u4e86CGN Mining\u5728CGN\u96c6\u56e2\u66f4\u5e7f\u6cdb\u7684\u6838\u71c3\u6599\u548c\u91d1\u878d\u751f\u6001\u7cfb\u7edf\u4e2d\u7684\u4e00\u4f53\u5316\u89d2\u8272\u3002\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Keith Tan\"\/>\n\t<meta name=\"keywords\" content=\"kgi daily trading ideas (chinese)\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-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=\"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5 \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 \u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u53d7\u7164\u70ad\u4ef7\u683c\u63a8\u52a8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.450\uff0c\u76ee\u6807\u4ef7\uff1a0.500\uff0c\u6b62\u635f\u4ef7\uff1a0.425 \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u7164\u77ff\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u8fd0\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u77ff\u5c71\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002 \u5782\u76f4\u6574\u5408\u4fdd\u969c\u7269\u6d41\u5e76\u63d0\u5347\u6210\u672c\u6548\u7387\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u6536\u8d2d\u5370\u5c3c\u822a\u8fd0\u516c\u53f8 PT Trans Maritim Pratama \u548c PT Bahari Segara Maritim\uff0c\u4ee3\u8868\u7740\u5728\u7164\u70ad\u4e1a\u52a1\u4e2d\u5782\u76f4\u6574\u5408\u7269\u6d41\u7684\u6218\u7565\u63a8\u52a8\u3002\u8be5\u4ea4\u6613\u786e\u4fdd\u4e86\u4e00\u652f\u753154\u8258\u8239\u53ea\u300127\u8258\u62d6\u8239\u548c27\u8258\u9a73\u8239\u7ec4\u6210\u7684\u8239\u961f\uff0c\u4f7f\u96c6\u56e2\u80fd\u591f\u964d\u4f4e\u8fd0\u8f93\u6210\u672c\uff0c\u63d0\u9ad8 PT Triaryani \u7164\u77ff\u7684\u4ea4\u4ed8\u786e\u5b9a\u6027\uff0c\u5e76\u5f3a\u5316 PT Marga Bara Jaya \u7801\u5934\u7684\u8fd0\u8425\u3002\u9664\u4e86\u7acb\u5373\u7684\u6210\u672c\u534f\u540c\u5916\uff0c\u6536\u8d2d\u8fd8\u5c06\u5929\u7136\u7164\u77ff\u96c6\u56e2\u7684\u4e1a\u52a1\u591a\u5143\u5316\u4e3a\u7269\u6d41\u548c\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\uff0c\u62d3\u5c55\u5176\u5728\u5370\u5c3c\u7684\u5546\u54c1\u6d41\u52a8\u8303\u56f4\uff0c\u786e\u4fdd\u66f4\u5177\u97e7\u6027\u7684\u957f\u671f\u6536\u76ca\u53ef\u89c1\u6027\u3002 \u7164\u70ad\u5e02\u573a\u7684\u5468\u671f\u6027\u53d7\u5230\u56fd\u5185\u9700\u6c42\u7684\u5e73\u8861\u3002\u5c3d\u7ba1\u4e2d\u56fd\u6700\u8fd1\u6d77\u8fd0\u7164\u70ad\u8fdb\u53e3\u7684\u53cd\u5f39\u6682\u65f6\u63d0\u5347\u4e86\u5370\u5c3c\u7164\u70ad\u4ef7\u683c\uff0c\u4f46\u7531\u4e8e\u4e2d\u56fd\u3001\u5370\u5ea6\u548c\u5370\u5c3c\u90fd\u5728\u6269\u5927\u56fd\u5185\u4ea7\u91cf\u5e76\u4ee5\u521b\u7eaa\u5f55\u7684\u901f\u5ea6\u90e8\u7f72\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u6d77\u8fd0\u5e02\u573a\u9762\u4e34\u7ed3\u6784\u6027\u9006\u98ce\u3002\u5370\u5c3c4200\u5927\u5361\u7164\u70ad\u7684\u4ef7\u683c\u4ece2025\u5e74\u4e2d\u671f\u7684\u591a\u5e74\u4f4e\u70b9\u4e0a\u6da8\u4e865%\uff0c\u4f46\u968f\u7740\u8fdb\u53e3\u6b63\u5e38\u5316\u548c\u53ef\u518d\u751f\u80fd\u6e90\u5360\u6bd4\u589e\u52a0\uff0c\u8fd9\u79cd\u6da8\u5e45\u53ef\u80fd\u9010\u6e10\u6d88\u9000\u3002\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u63a7\u5236\u7269\u6d41\u57fa\u7840\u8bbe\u65bd\u7684\u6218\u7565\u6709\u52a9\u4e8e\u901a\u8fc7\u6539\u5584\u5229\u6da6\u7387\u548c\u7075\u6d3b\u6ee1\u8db3\u51fa\u53e3\u548c\u56fd\u5185\u5e02\u573a\u7684\u9700\u6c42\u6765\u51cf\u8f7b\u6ce2\u52a8\u6027\u3002\u968f\u7740\u5370\u5c3c\u7164\u70ad\u6d88\u8d39\u7684\u97e7\u6027\u548c\u4e00\u4f53\u5316\u7269\u6d41\u63d0\u4f9b\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u66f4\u597d\u5730\u5b9a\u4f4d\u4e8e\u5e94\u5bf9\u957f\u671f\u8f6c\u578b\uff0c\u540c\u65f6\u6700\u5927\u5316\u5176\u7164\u70ad\u751f\u4ea7\u7684\u73b0\u91d1\u6d41\u3002 \u57fa\u7840\u8bbe\u65bd\u6269\u5c55\u5c06\u63d0\u5347\u5229\u6da6\u7387\u30021.5\u4ebf\u7f8e\u5143\u7684 MBJ \u7efc\u5408\u57fa\u7840\u8bbe\u65bd\u9879\u76ee\u4ecd\u6309\u8ba1\u5212\u4e8e2026\u5e74\u4e0a\u534a\u5e74\u5b8c\u6210\u3002\u8be5\u9879\u76ee\u5305\u62ec\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u9053\u8def\u548c\u7801\u5934\uff0c\u9884\u8ba1\u5c06\u6bcf\u5428\u51cf\u5c11\u8d85\u8fc710\u7f8e\u5143\u7684\u8fd0\u8f93\u6210\u672c\uff0c\u5e76\u5c06\u751f\u4ea7\u80fd\u529b\u7ffb\u500d\u81f3\u6bcf\u5e742500\u4e07\u5428\u3002\u6b64\u5916\uff0c\u57fa\u7840\u8bbe\u65bd\u7684\u7b2c\u4e09\u65b9\u79df\u8d41\u5c06\u521b\u9020\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u589e\u5f3a\u957f\u671f\u73b0\u91d1\u6d41\u548c\u76c8\u5229\u80fd\u529b\u3002 2025\u5e74\u4e0a\u534a\u5e74\u8d22\u52a1\u4e1a\u7ee9\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u62a5\u544a2025\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u4e3a2.895\u4ebf\u7f8e\u5143\uff0c\u6bd42024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.694\u4ebf\u7f8e\u5143\u589e\u957f\u4e8671%\uff0c\u5c3d\u7ba12025\u5e74\u4e0a\u534a\u5e74\u5e73\u5747\u552e\u4ef7\u4e3a\u6bcf\u542846.26\u7f8e\u5143\uff0c\u4f4e\u4e8e2024\u5e74\u4e0a\u534a\u5e74\u6bcf\u542852.47\u7f8e\u5143\u7684\u6c34\u5e73\u3002\u51c0\u5229\u6da6\u4ece2024\u5e74\u4e0a\u534a\u5e74\u76841140\u4e07\u7f8e\u5143\u4e0a\u534776%\uff0c\u8fbe\u52302025\u5e74\u4e0a\u534a\u5e74\u76842010\u4e07\u7f8e\u5143\u3002\u516c\u53f8\u7684\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u5f3a\u52b2\uff0c\u5e73\u5747\u4e3a\u6bcf\u542810.19\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5ba3\u6d3e\u6bcf\u80a10.10\u7f8e\u5206\u7684\u4e2d\u671f\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) \u4e2d\u56fd\u6838\u80fd\u5efa\u8bbe\u63a8\u52a8\u957f\u671f\u94c0\u9700\u6c42\u3002\u4e2d\u56fd\u9884\u8ba1\u52302040\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u51e0\u4e4e\u7ffb\u500d\u81f3200 GW\uff0c\u5e76\u57282030\u5e74\u8d85\u8d8a\u7f8e\u56fd\uff0c\u6210\u4e3a\u4e16\u754c\u6700\u5927\u7684\u6838\u7535\u751f\u4ea7\u56fd\u3002\u5f53\u524d\u5168\u740361\u5ea7\u5728\u5efa\u6838\u53cd\u5e94\u5806\u4e2d\uff0c\u5927\u7ea6\u4e00\u534a\u4f4d\u4e8e\u4e2d\u56fd\uff0c\u968f\u7740\u6838\u80fd\u5728\u4e2d\u56fd\u7535\u529b\u7ed3\u6784\u4e2d\u6240\u5360\u6bd4\u4f8b\u4ece2024\u5e74\u76845%\u4e0a\u5347\u81f32040\u5e74\u768410%\uff0c\u5bf9\u94c0\u7684\u9700\u6c42\u5c06\u52a0\u901f\u3002\u8fd9\u4e00\u5feb\u901f\u5efa\u8bbe\u4e0d\u4ec5\u51f8\u663e\u4e86\u5317\u4eac\u5728\u5b9e\u73b0\u53bb\u78b3\u5316\u7684\u540c\u65f6\u7ef4\u62a4\u80fd\u6e90\u5b89\u5168\u7684\u51b3\u5fc3\uff0c\u4e5f\u4e3a\u50cfCGN Mining\u8fd9\u6837\u7684\u94c0\u4f9b\u5e94\u5546\u521b\u9020\u4e86\u9700\u6c42\u987a\u98ce\uff0c\u56e0\u4e3a\u5176\u4f5c\u4e3a\u4e2d\u56fd\u56fd\u5bb6\u652f\u6301\u7684\u94c0\u5e73\u53f0\u5728\u4fdd\u969c\u4f9b\u5e94\u65b9\u9762\u5177\u6709\u6218\u7565\u4f18\u52bf\u3002 CGN Mining\u4e0e\u5b50\u516c\u53f8\u5ef6\u957f\u6846\u67b6\u534f\u8bae\u3002CGN Mining Co.\u5df2\u5ba3\u5e03\u5c06\u4e0e\u5176\u5b50\u516c\u53f8\u4e4b\u95f4\u7684\u5929\u7136\u94c0\u9500\u552e\u548c\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u6846\u67b6\u534f\u8bae\u7eed\u7b7e\u3002\u8fd9\u4e9b\u534f\u8bae\u5c06\u4ece2026\u5e741\u6708\u8d77\u518d\u5ef6\u957f\u4e09\u5e74\u3002\u6839\u636e\u9999\u6e2f\u4e0a\u5e02\u89c4\u5219\uff0c\u8fd9\u4e9b\u534f\u8bae\u88ab\u5217\u4e3a\u91cd\u5927\u548c\u6301\u7eed\u7684\u5173\u8054\u4ea4\u6613\uff0c\u9700\u83b7\u5f97\u72ec\u7acb\u80a1\u4e1c\u7684\u6279\u51c6\u3002\u5b83\u4eec\u4e5f\u5c06\u7ee7\u7eed\u53d7\u5230\u5e74\u5ea6\u62ab\u9732\u548c\u5408\u89c4\u5ba1\u67e5\u8981\u6c42\u7684\u7ea6\u675f\u3002\u8fd9\u4e00\u5ef6\u957f\u652f\u6301\u4e86\u8fd0\u8425\u7684\u8fde\u7eed\u6027\uff0c\u5e76\u5f3a\u5316\u4e86CGN Mining\u5728CGN\u96c6\u56e2\u66f4\u5e7f\u6cdb\u7684\u6838\u71c3\u6599\u548c\u91d1\u878d\u751f\u6001\u7cfb\u7edf\u4e2d\u7684\u4e00\u4f53\u5316\u89d2\u8272\u3002\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-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=\"2025-10-01T02:00:58+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2025-10-01T02:07:01+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5 \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 \u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u53d7\u7164\u70ad\u4ef7\u683c\u63a8\u52a8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.450\uff0c\u76ee\u6807\u4ef7\uff1a0.500\uff0c\u6b62\u635f\u4ef7\uff1a0.425 \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u7164\u77ff\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u8fd0\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u77ff\u5c71\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002 \u5782\u76f4\u6574\u5408\u4fdd\u969c\u7269\u6d41\u5e76\u63d0\u5347\u6210\u672c\u6548\u7387\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u6536\u8d2d\u5370\u5c3c\u822a\u8fd0\u516c\u53f8 PT Trans Maritim Pratama \u548c PT Bahari Segara Maritim\uff0c\u4ee3\u8868\u7740\u5728\u7164\u70ad\u4e1a\u52a1\u4e2d\u5782\u76f4\u6574\u5408\u7269\u6d41\u7684\u6218\u7565\u63a8\u52a8\u3002\u8be5\u4ea4\u6613\u786e\u4fdd\u4e86\u4e00\u652f\u753154\u8258\u8239\u53ea\u300127\u8258\u62d6\u8239\u548c27\u8258\u9a73\u8239\u7ec4\u6210\u7684\u8239\u961f\uff0c\u4f7f\u96c6\u56e2\u80fd\u591f\u964d\u4f4e\u8fd0\u8f93\u6210\u672c\uff0c\u63d0\u9ad8 PT Triaryani \u7164\u77ff\u7684\u4ea4\u4ed8\u786e\u5b9a\u6027\uff0c\u5e76\u5f3a\u5316 PT Marga Bara Jaya \u7801\u5934\u7684\u8fd0\u8425\u3002\u9664\u4e86\u7acb\u5373\u7684\u6210\u672c\u534f\u540c\u5916\uff0c\u6536\u8d2d\u8fd8\u5c06\u5929\u7136\u7164\u77ff\u96c6\u56e2\u7684\u4e1a\u52a1\u591a\u5143\u5316\u4e3a\u7269\u6d41\u548c\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\uff0c\u62d3\u5c55\u5176\u5728\u5370\u5c3c\u7684\u5546\u54c1\u6d41\u52a8\u8303\u56f4\uff0c\u786e\u4fdd\u66f4\u5177\u97e7\u6027\u7684\u957f\u671f\u6536\u76ca\u53ef\u89c1\u6027\u3002 \u7164\u70ad\u5e02\u573a\u7684\u5468\u671f\u6027\u53d7\u5230\u56fd\u5185\u9700\u6c42\u7684\u5e73\u8861\u3002\u5c3d\u7ba1\u4e2d\u56fd\u6700\u8fd1\u6d77\u8fd0\u7164\u70ad\u8fdb\u53e3\u7684\u53cd\u5f39\u6682\u65f6\u63d0\u5347\u4e86\u5370\u5c3c\u7164\u70ad\u4ef7\u683c\uff0c\u4f46\u7531\u4e8e\u4e2d\u56fd\u3001\u5370\u5ea6\u548c\u5370\u5c3c\u90fd\u5728\u6269\u5927\u56fd\u5185\u4ea7\u91cf\u5e76\u4ee5\u521b\u7eaa\u5f55\u7684\u901f\u5ea6\u90e8\u7f72\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u6d77\u8fd0\u5e02\u573a\u9762\u4e34\u7ed3\u6784\u6027\u9006\u98ce\u3002\u5370\u5c3c4200\u5927\u5361\u7164\u70ad\u7684\u4ef7\u683c\u4ece2025\u5e74\u4e2d\u671f\u7684\u591a\u5e74\u4f4e\u70b9\u4e0a\u6da8\u4e865%\uff0c\u4f46\u968f\u7740\u8fdb\u53e3\u6b63\u5e38\u5316\u548c\u53ef\u518d\u751f\u80fd\u6e90\u5360\u6bd4\u589e\u52a0\uff0c\u8fd9\u79cd\u6da8\u5e45\u53ef\u80fd\u9010\u6e10\u6d88\u9000\u3002\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u63a7\u5236\u7269\u6d41\u57fa\u7840\u8bbe\u65bd\u7684\u6218\u7565\u6709\u52a9\u4e8e\u901a\u8fc7\u6539\u5584\u5229\u6da6\u7387\u548c\u7075\u6d3b\u6ee1\u8db3\u51fa\u53e3\u548c\u56fd\u5185\u5e02\u573a\u7684\u9700\u6c42\u6765\u51cf\u8f7b\u6ce2\u52a8\u6027\u3002\u968f\u7740\u5370\u5c3c\u7164\u70ad\u6d88\u8d39\u7684\u97e7\u6027\u548c\u4e00\u4f53\u5316\u7269\u6d41\u63d0\u4f9b\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u66f4\u597d\u5730\u5b9a\u4f4d\u4e8e\u5e94\u5bf9\u957f\u671f\u8f6c\u578b\uff0c\u540c\u65f6\u6700\u5927\u5316\u5176\u7164\u70ad\u751f\u4ea7\u7684\u73b0\u91d1\u6d41\u3002 \u57fa\u7840\u8bbe\u65bd\u6269\u5c55\u5c06\u63d0\u5347\u5229\u6da6\u7387\u30021.5\u4ebf\u7f8e\u5143\u7684 MBJ \u7efc\u5408\u57fa\u7840\u8bbe\u65bd\u9879\u76ee\u4ecd\u6309\u8ba1\u5212\u4e8e2026\u5e74\u4e0a\u534a\u5e74\u5b8c\u6210\u3002\u8be5\u9879\u76ee\u5305\u62ec\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u9053\u8def\u548c\u7801\u5934\uff0c\u9884\u8ba1\u5c06\u6bcf\u5428\u51cf\u5c11\u8d85\u8fc710\u7f8e\u5143\u7684\u8fd0\u8f93\u6210\u672c\uff0c\u5e76\u5c06\u751f\u4ea7\u80fd\u529b\u7ffb\u500d\u81f3\u6bcf\u5e742500\u4e07\u5428\u3002\u6b64\u5916\uff0c\u57fa\u7840\u8bbe\u65bd\u7684\u7b2c\u4e09\u65b9\u79df\u8d41\u5c06\u521b\u9020\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u589e\u5f3a\u957f\u671f\u73b0\u91d1\u6d41\u548c\u76c8\u5229\u80fd\u529b\u3002 2025\u5e74\u4e0a\u534a\u5e74\u8d22\u52a1\u4e1a\u7ee9\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u62a5\u544a2025\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u4e3a2.895\u4ebf\u7f8e\u5143\uff0c\u6bd42024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.694\u4ebf\u7f8e\u5143\u589e\u957f\u4e8671%\uff0c\u5c3d\u7ba12025\u5e74\u4e0a\u534a\u5e74\u5e73\u5747\u552e\u4ef7\u4e3a\u6bcf\u542846.26\u7f8e\u5143\uff0c\u4f4e\u4e8e2024\u5e74\u4e0a\u534a\u5e74\u6bcf\u542852.47\u7f8e\u5143\u7684\u6c34\u5e73\u3002\u51c0\u5229\u6da6\u4ece2024\u5e74\u4e0a\u534a\u5e74\u76841140\u4e07\u7f8e\u5143\u4e0a\u534776%\uff0c\u8fbe\u52302025\u5e74\u4e0a\u534a\u5e74\u76842010\u4e07\u7f8e\u5143\u3002\u516c\u53f8\u7684\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u5f3a\u52b2\uff0c\u5e73\u5747\u4e3a\u6bcf\u542810.19\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5ba3\u6d3e\u6bcf\u80a10.10\u7f8e\u5206\u7684\u4e2d\u671f\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) \u4e2d\u56fd\u6838\u80fd\u5efa\u8bbe\u63a8\u52a8\u957f\u671f\u94c0\u9700\u6c42\u3002\u4e2d\u56fd\u9884\u8ba1\u52302040\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u51e0\u4e4e\u7ffb\u500d\u81f3200 GW\uff0c\u5e76\u57282030\u5e74\u8d85\u8d8a\u7f8e\u56fd\uff0c\u6210\u4e3a\u4e16\u754c\u6700\u5927\u7684\u6838\u7535\u751f\u4ea7\u56fd\u3002\u5f53\u524d\u5168\u740361\u5ea7\u5728\u5efa\u6838\u53cd\u5e94\u5806\u4e2d\uff0c\u5927\u7ea6\u4e00\u534a\u4f4d\u4e8e\u4e2d\u56fd\uff0c\u968f\u7740\u6838\u80fd\u5728\u4e2d\u56fd\u7535\u529b\u7ed3\u6784\u4e2d\u6240\u5360\u6bd4\u4f8b\u4ece2024\u5e74\u76845%\u4e0a\u5347\u81f32040\u5e74\u768410%\uff0c\u5bf9\u94c0\u7684\u9700\u6c42\u5c06\u52a0\u901f\u3002\u8fd9\u4e00\u5feb\u901f\u5efa\u8bbe\u4e0d\u4ec5\u51f8\u663e\u4e86\u5317\u4eac\u5728\u5b9e\u73b0\u53bb\u78b3\u5316\u7684\u540c\u65f6\u7ef4\u62a4\u80fd\u6e90\u5b89\u5168\u7684\u51b3\u5fc3\uff0c\u4e5f\u4e3a\u50cfCGN Mining\u8fd9\u6837\u7684\u94c0\u4f9b\u5e94\u5546\u521b\u9020\u4e86\u9700\u6c42\u987a\u98ce\uff0c\u56e0\u4e3a\u5176\u4f5c\u4e3a\u4e2d\u56fd\u56fd\u5bb6\u652f\u6301\u7684\u94c0\u5e73\u53f0\u5728\u4fdd\u969c\u4f9b\u5e94\u65b9\u9762\u5177\u6709\u6218\u7565\u4f18\u52bf\u3002 CGN Mining\u4e0e\u5b50\u516c\u53f8\u5ef6\u957f\u6846\u67b6\u534f\u8bae\u3002CGN Mining Co.\u5df2\u5ba3\u5e03\u5c06\u4e0e\u5176\u5b50\u516c\u53f8\u4e4b\u95f4\u7684\u5929\u7136\u94c0\u9500\u552e\u548c\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u6846\u67b6\u534f\u8bae\u7eed\u7b7e\u3002\u8fd9\u4e9b\u534f\u8bae\u5c06\u4ece2026\u5e741\u6708\u8d77\u518d\u5ef6\u957f\u4e09\u5e74\u3002\u6839\u636e\u9999\u6e2f\u4e0a\u5e02\u89c4\u5219\uff0c\u8fd9\u4e9b\u534f\u8bae\u88ab\u5217\u4e3a\u91cd\u5927\u548c\u6301\u7eed\u7684\u5173\u8054\u4ea4\u6613\uff0c\u9700\u83b7\u5f97\u72ec\u7acb\u80a1\u4e1c\u7684\u6279\u51c6\u3002\u5b83\u4eec\u4e5f\u5c06\u7ee7\u7eed\u53d7\u5230\u5e74\u5ea6\u62ab\u9732\u548c\u5408\u89c4\u5ba1\u67e5\u8981\u6c42\u7684\u7ea6\u675f\u3002\u8fd9\u4e00\u5ef6\u957f\u652f\u6301\u4e86\u8fd0\u8425\u7684\u8fde\u7eed\u6027\uff0c\u5e76\u5f3a\u5316\u4e86CGN Mining\u5728CGN\u96c6\u56e2\u66f4\u5e7f\u6cdb\u7684\u6838\u71c3\u6599\u548c\u91d1\u878d\u751f\u6001\u7cfb\u7edf\u4e2d\u7684\u4e00\u4f53\u5316\u89d2\u8272\u3002\" \/>\n\t\t<meta name=\"twitter:image\" content=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr\" \/>\n\t\t<script type=\"application\/ld+json\" class=\"aioseo-schema\">\n\t\t\t{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#blogposting\",\"name\":\"\\u4eca\\u65e5\\u7cbe\\u9009\\uff1a\\u80a1\\u7968 | 2025\\u5e7410\\u67081\\u65e5 \\u2022 KGI Singapore Research\",\"headline\":\"\\u4eca\\u65e5\\u7cbe\\u9009\\uff1a\\u80a1\\u7968 | 2025\\u5e7410\\u67081\\u65e5\",\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/2.png?wsr\",\"width\":652,\"height\":385},\"datePublished\":\"2025-10-01T10:00:58+08:00\",\"dateModified\":\"2025-10-01T10:07:01+08:00\",\"inLanguage\":\"en-US\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#webpage\"},\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#webpage\"},\"articleSection\":\"KGI Daily Trading Ideas (Chinese)\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#breadcrumblist\",\"itemListElement\":[{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"position\":2,\"name\":\"KGI Daily Trading Ideas (Chinese)\",\"item\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/\",\"nextItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#listItem\",\"name\":\"\\u4eca\\u65e5\\u7cbe\\u9009\\uff1a\\u80a1\\u7968 | 2025\\u5e7410\\u67081\\u65e5\"},\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research#listItem\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#listItem\",\"position\":3,\"name\":\"\\u4eca\\u65e5\\u7cbe\\u9009\\uff1a\\u80a1\\u7968 | 2025\\u5e7410\\u67081\\u65e5\",\"previousItem\":{\"@type\":\"ListItem\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/category\\\/kgi-daily-trading-ideas-chinese\\\/#listItem\",\"name\":\"KGI Daily Trading Ideas (Chinese)\"}}]},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\",\"name\":\"KGI Research Singapore\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"telephone\":\"+6562021188\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2020\\\/11\\\/cropped-Square-logo-PNG.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#organizationLogo\",\"width\":512,\"height\":512},\"image\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#organizationLogo\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/\",\"name\":\"Keith Tan\",\"image\":{\"@type\":\"ImageObject\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#authorImage\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g\",\"width\":96,\"height\":96,\"caption\":\"Keith Tan\"}},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#webpage\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/\",\"name\":\"\\u4eca\\u65e5\\u7cbe\\u9009\\uff1a\\u80a1\\u7968 | 2025\\u5e7410\\u67081\\u65e5 \\u2022 KGI Singapore Research\",\"description\":\"\\u65b0\\u52a0\\u5761\\u80a1\\u7968\\u63a8\\u8350 | \\u9999\\u6e2f\\u80a1\\u7968\\u63a8\\u8350 | \\u7f8e\\u80a1\\u63a8\\u8350 | \\u884c\\u4e1a\\u677f\\u5757\\u8868\\u73b0 | \\u4ea4\\u6613\\u9f99\\u864e\\u699c \\u7f8e\\u56fd \\u9999\\u6e2f ^ Back To Top \\u5929\\u7136\\u7164\\u77ff\\u96c6\\u56e2 (GERL SP)\\uff1a\\u53d7\\u7164\\u70ad\\u4ef7\\u683c\\u63a8\\u52a8 \\u91cd\\u7533\\u4e70\\u5165\\uff1a\\u4e70\\u5165\\u4ef7\\uff1a0.450\\uff0c\\u76ee\\u6807\\u4ef7\\uff1a0.500\\uff0c\\u6b62\\u635f\\u4ef7\\uff1a0.425 \\u5929\\u7136\\u7164\\u77ff\\u96c6\\u56e2\\u662f\\u4e00\\u5bb6\\u7efc\\u5408\\u7164\\u77ff\\u4e13\\u4e1a\\u516c\\u53f8\\u3002\\u8be5\\u516c\\u53f8\\u62e5\\u6709\\u5e76\\u8fd0\\u8425\\u7164\\u77ff\\uff0c\\u4e3a\\u7b2c\\u4e09\\u65b9\\u77ff\\u4e3b\\u63d0\\u4f9b\\u77ff\\u5c71\\u627f\\u5305\\u670d\\u52a1\\uff0c\\u5e76\\u5411\\u7164\\u70ad\\u8d38\\u6613\\u5546\\u548c\\u7164\\u70ad\\u51fa\\u53e3\\u516c\\u53f8\\u9500\\u552e\\u7164\\u70ad\\u3002 \\u5782\\u76f4\\u6574\\u5408\\u4fdd\\u969c\\u7269\\u6d41\\u5e76\\u63d0\\u5347\\u6210\\u672c\\u6548\\u7387\\u3002\\u5929\\u7136\\u7164\\u77ff\\u96c6\\u56e2\\u6536\\u8d2d\\u5370\\u5c3c\\u822a\\u8fd0\\u516c\\u53f8 PT Trans Maritim Pratama \\u548c PT Bahari Segara Maritim\\uff0c\\u4ee3\\u8868\\u7740\\u5728\\u7164\\u70ad\\u4e1a\\u52a1\\u4e2d\\u5782\\u76f4\\u6574\\u5408\\u7269\\u6d41\\u7684\\u6218\\u7565\\u63a8\\u52a8\\u3002\\u8be5\\u4ea4\\u6613\\u786e\\u4fdd\\u4e86\\u4e00\\u652f\\u753154\\u8258\\u8239\\u53ea\\u300127\\u8258\\u62d6\\u8239\\u548c27\\u8258\\u9a73\\u8239\\u7ec4\\u6210\\u7684\\u8239\\u961f\\uff0c\\u4f7f\\u96c6\\u56e2\\u80fd\\u591f\\u964d\\u4f4e\\u8fd0\\u8f93\\u6210\\u672c\\uff0c\\u63d0\\u9ad8 PT Triaryani \\u7164\\u77ff\\u7684\\u4ea4\\u4ed8\\u786e\\u5b9a\\u6027\\uff0c\\u5e76\\u5f3a\\u5316 PT Marga Bara Jaya \\u7801\\u5934\\u7684\\u8fd0\\u8425\\u3002\\u9664\\u4e86\\u7acb\\u5373\\u7684\\u6210\\u672c\\u534f\\u540c\\u5916\\uff0c\\u6536\\u8d2d\\u8fd8\\u5c06\\u5929\\u7136\\u7164\\u77ff\\u96c6\\u56e2\\u7684\\u4e1a\\u52a1\\u591a\\u5143\\u5316\\u4e3a\\u7269\\u6d41\\u548c\\u57fa\\u7840\\u8bbe\\u65bd\\u670d\\u52a1\\uff0c\\u62d3\\u5c55\\u5176\\u5728\\u5370\\u5c3c\\u7684\\u5546\\u54c1\\u6d41\\u52a8\\u8303\\u56f4\\uff0c\\u786e\\u4fdd\\u66f4\\u5177\\u97e7\\u6027\\u7684\\u957f\\u671f\\u6536\\u76ca\\u53ef\\u89c1\\u6027\\u3002 \\u7164\\u70ad\\u5e02\\u573a\\u7684\\u5468\\u671f\\u6027\\u53d7\\u5230\\u56fd\\u5185\\u9700\\u6c42\\u7684\\u5e73\\u8861\\u3002\\u5c3d\\u7ba1\\u4e2d\\u56fd\\u6700\\u8fd1\\u6d77\\u8fd0\\u7164\\u70ad\\u8fdb\\u53e3\\u7684\\u53cd\\u5f39\\u6682\\u65f6\\u63d0\\u5347\\u4e86\\u5370\\u5c3c\\u7164\\u70ad\\u4ef7\\u683c\\uff0c\\u4f46\\u7531\\u4e8e\\u4e2d\\u56fd\\u3001\\u5370\\u5ea6\\u548c\\u5370\\u5c3c\\u90fd\\u5728\\u6269\\u5927\\u56fd\\u5185\\u4ea7\\u91cf\\u5e76\\u4ee5\\u521b\\u7eaa\\u5f55\\u7684\\u901f\\u5ea6\\u90e8\\u7f72\\u53ef\\u518d\\u751f\\u80fd\\u6e90\\uff0c\\u6d77\\u8fd0\\u5e02\\u573a\\u9762\\u4e34\\u7ed3\\u6784\\u6027\\u9006\\u98ce\\u3002\\u5370\\u5c3c4200\\u5927\\u5361\\u7164\\u70ad\\u7684\\u4ef7\\u683c\\u4ece2025\\u5e74\\u4e2d\\u671f\\u7684\\u591a\\u5e74\\u4f4e\\u70b9\\u4e0a\\u6da8\\u4e865%\\uff0c\\u4f46\\u968f\\u7740\\u8fdb\\u53e3\\u6b63\\u5e38\\u5316\\u548c\\u53ef\\u518d\\u751f\\u80fd\\u6e90\\u5360\\u6bd4\\u589e\\u52a0\\uff0c\\u8fd9\\u79cd\\u6da8\\u5e45\\u53ef\\u80fd\\u9010\\u6e10\\u6d88\\u9000\\u3002\\u5728\\u8fd9\\u79cd\\u80cc\\u666f\\u4e0b\\uff0c\\u5929\\u7136\\u7164\\u77ff\\u96c6\\u56e2\\u63a7\\u5236\\u7269\\u6d41\\u57fa\\u7840\\u8bbe\\u65bd\\u7684\\u6218\\u7565\\u6709\\u52a9\\u4e8e\\u901a\\u8fc7\\u6539\\u5584\\u5229\\u6da6\\u7387\\u548c\\u7075\\u6d3b\\u6ee1\\u8db3\\u51fa\\u53e3\\u548c\\u56fd\\u5185\\u5e02\\u573a\\u7684\\u9700\\u6c42\\u6765\\u51cf\\u8f7b\\u6ce2\\u52a8\\u6027\\u3002\\u968f\\u7740\\u5370\\u5c3c\\u7164\\u70ad\\u6d88\\u8d39\\u7684\\u97e7\\u6027\\u548c\\u4e00\\u4f53\\u5316\\u7269\\u6d41\\u63d0\\u4f9b\\u7684\\u7ade\\u4e89\\u4f18\\u52bf\\uff0c\\u5929\\u7136\\u7164\\u77ff\\u96c6\\u56e2\\u66f4\\u597d\\u5730\\u5b9a\\u4f4d\\u4e8e\\u5e94\\u5bf9\\u957f\\u671f\\u8f6c\\u578b\\uff0c\\u540c\\u65f6\\u6700\\u5927\\u5316\\u5176\\u7164\\u70ad\\u751f\\u4ea7\\u7684\\u73b0\\u91d1\\u6d41\\u3002 \\u57fa\\u7840\\u8bbe\\u65bd\\u6269\\u5c55\\u5c06\\u63d0\\u5347\\u5229\\u6da6\\u7387\\u30021.5\\u4ebf\\u7f8e\\u5143\\u7684 MBJ \\u7efc\\u5408\\u57fa\\u7840\\u8bbe\\u65bd\\u9879\\u76ee\\u4ecd\\u6309\\u8ba1\\u5212\\u4e8e2026\\u5e74\\u4e0a\\u534a\\u5e74\\u5b8c\\u6210\\u3002\\u8be5\\u9879\\u76ee\\u5305\\u62ec\\u4e00\\u676192\\u516c\\u91cc\\u7684\\u8fd0\\u8f93\\u9053\\u8def\\u548c\\u7801\\u5934\\uff0c\\u9884\\u8ba1\\u5c06\\u6bcf\\u5428\\u51cf\\u5c11\\u8d85\\u8fc710\\u7f8e\\u5143\\u7684\\u8fd0\\u8f93\\u6210\\u672c\\uff0c\\u5e76\\u5c06\\u751f\\u4ea7\\u80fd\\u529b\\u7ffb\\u500d\\u81f3\\u6bcf\\u5e742500\\u4e07\\u5428\\u3002\\u6b64\\u5916\\uff0c\\u57fa\\u7840\\u8bbe\\u65bd\\u7684\\u7b2c\\u4e09\\u65b9\\u79df\\u8d41\\u5c06\\u521b\\u9020\\u65b0\\u7684\\u6536\\u5165\\u6765\\u6e90\\uff0c\\u589e\\u5f3a\\u957f\\u671f\\u73b0\\u91d1\\u6d41\\u548c\\u76c8\\u5229\\u80fd\\u529b\\u3002 2025\\u5e74\\u4e0a\\u534a\\u5e74\\u8d22\\u52a1\\u4e1a\\u7ee9\\u3002\\u5929\\u7136\\u7164\\u77ff\\u96c6\\u56e2\\u62a5\\u544a2025\\u5e74\\u4e0a\\u534a\\u5e74\\u6536\\u5165\\u4e3a2.895\\u4ebf\\u7f8e\\u5143\\uff0c\\u6bd42024\\u5e74\\u7b2c\\u4e00\\u5b63\\u5ea6\\u76841.694\\u4ebf\\u7f8e\\u5143\\u589e\\u957f\\u4e8671%\\uff0c\\u5c3d\\u7ba12025\\u5e74\\u4e0a\\u534a\\u5e74\\u5e73\\u5747\\u552e\\u4ef7\\u4e3a\\u6bcf\\u542846.26\\u7f8e\\u5143\\uff0c\\u4f4e\\u4e8e2024\\u5e74\\u4e0a\\u534a\\u5e74\\u6bcf\\u542852.47\\u7f8e\\u5143\\u7684\\u6c34\\u5e73\\u3002\\u51c0\\u5229\\u6da6\\u4ece2024\\u5e74\\u4e0a\\u534a\\u5e74\\u76841140\\u4e07\\u7f8e\\u5143\\u4e0a\\u534776%\\uff0c\\u8fbe\\u52302025\\u5e74\\u4e0a\\u534a\\u5e74\\u76842010\\u4e07\\u7f8e\\u5143\\u3002\\u516c\\u53f8\\u7684\\u73b0\\u91d1\\u5229\\u6da6\\u4fdd\\u6301\\u5f3a\\u52b2\\uff0c\\u5e73\\u5747\\u4e3a\\u6bcf\\u542810.19\\u7f8e\\u5143\\u3002\\u8be5\\u516c\\u53f8\\u57282025\\u5e74\\u7b2c\\u4e8c\\u5b63\\u5ea6\\u5ba3\\u6d3e\\u6bcf\\u80a10.10\\u7f8e\\u5206\\u7684\\u4e2d\\u671f\\u80a1\\u606f\\u3002 \\u5e02\\u573a\\u5171\\u8bc6 (Source: Bloomberg) \\u4e2d\\u56fd\\u6838\\u80fd\\u5efa\\u8bbe\\u63a8\\u52a8\\u957f\\u671f\\u94c0\\u9700\\u6c42\\u3002\\u4e2d\\u56fd\\u9884\\u8ba1\\u52302040\\u5e74\\u5c06\\u6838\\u80fd\\u5bb9\\u91cf\\u51e0\\u4e4e\\u7ffb\\u500d\\u81f3200 GW\\uff0c\\u5e76\\u57282030\\u5e74\\u8d85\\u8d8a\\u7f8e\\u56fd\\uff0c\\u6210\\u4e3a\\u4e16\\u754c\\u6700\\u5927\\u7684\\u6838\\u7535\\u751f\\u4ea7\\u56fd\\u3002\\u5f53\\u524d\\u5168\\u740361\\u5ea7\\u5728\\u5efa\\u6838\\u53cd\\u5e94\\u5806\\u4e2d\\uff0c\\u5927\\u7ea6\\u4e00\\u534a\\u4f4d\\u4e8e\\u4e2d\\u56fd\\uff0c\\u968f\\u7740\\u6838\\u80fd\\u5728\\u4e2d\\u56fd\\u7535\\u529b\\u7ed3\\u6784\\u4e2d\\u6240\\u5360\\u6bd4\\u4f8b\\u4ece2024\\u5e74\\u76845%\\u4e0a\\u5347\\u81f32040\\u5e74\\u768410%\\uff0c\\u5bf9\\u94c0\\u7684\\u9700\\u6c42\\u5c06\\u52a0\\u901f\\u3002\\u8fd9\\u4e00\\u5feb\\u901f\\u5efa\\u8bbe\\u4e0d\\u4ec5\\u51f8\\u663e\\u4e86\\u5317\\u4eac\\u5728\\u5b9e\\u73b0\\u53bb\\u78b3\\u5316\\u7684\\u540c\\u65f6\\u7ef4\\u62a4\\u80fd\\u6e90\\u5b89\\u5168\\u7684\\u51b3\\u5fc3\\uff0c\\u4e5f\\u4e3a\\u50cfCGN Mining\\u8fd9\\u6837\\u7684\\u94c0\\u4f9b\\u5e94\\u5546\\u521b\\u9020\\u4e86\\u9700\\u6c42\\u987a\\u98ce\\uff0c\\u56e0\\u4e3a\\u5176\\u4f5c\\u4e3a\\u4e2d\\u56fd\\u56fd\\u5bb6\\u652f\\u6301\\u7684\\u94c0\\u5e73\\u53f0\\u5728\\u4fdd\\u969c\\u4f9b\\u5e94\\u65b9\\u9762\\u5177\\u6709\\u6218\\u7565\\u4f18\\u52bf\\u3002 CGN Mining\\u4e0e\\u5b50\\u516c\\u53f8\\u5ef6\\u957f\\u6846\\u67b6\\u534f\\u8bae\\u3002CGN Mining Co.\\u5df2\\u5ba3\\u5e03\\u5c06\\u4e0e\\u5176\\u5b50\\u516c\\u53f8\\u4e4b\\u95f4\\u7684\\u5929\\u7136\\u94c0\\u9500\\u552e\\u548c\\u91d1\\u878d\\u670d\\u52a1\\u63d0\\u4f9b\\u6846\\u67b6\\u534f\\u8bae\\u7eed\\u7b7e\\u3002\\u8fd9\\u4e9b\\u534f\\u8bae\\u5c06\\u4ece2026\\u5e741\\u6708\\u8d77\\u518d\\u5ef6\\u957f\\u4e09\\u5e74\\u3002\\u6839\\u636e\\u9999\\u6e2f\\u4e0a\\u5e02\\u89c4\\u5219\\uff0c\\u8fd9\\u4e9b\\u534f\\u8bae\\u88ab\\u5217\\u4e3a\\u91cd\\u5927\\u548c\\u6301\\u7eed\\u7684\\u5173\\u8054\\u4ea4\\u6613\\uff0c\\u9700\\u83b7\\u5f97\\u72ec\\u7acb\\u80a1\\u4e1c\\u7684\\u6279\\u51c6\\u3002\\u5b83\\u4eec\\u4e5f\\u5c06\\u7ee7\\u7eed\\u53d7\\u5230\\u5e74\\u5ea6\\u62ab\\u9732\\u548c\\u5408\\u89c4\\u5ba1\\u67e5\\u8981\\u6c42\\u7684\\u7ea6\\u675f\\u3002\\u8fd9\\u4e00\\u5ef6\\u957f\\u652f\\u6301\\u4e86\\u8fd0\\u8425\\u7684\\u8fde\\u7eed\\u6027\\uff0c\\u5e76\\u5f3a\\u5316\\u4e86CGN Mining\\u5728CGN\\u96c6\\u56e2\\u66f4\\u5e7f\\u6cdb\\u7684\\u6838\\u71c3\\u6599\\u548c\\u91d1\\u878d\\u751f\\u6001\\u7cfb\\u7edf\\u4e2d\\u7684\\u4e00\\u4f53\\u5316\\u89d2\\u8272\\u3002\",\"inLanguage\":\"en-US\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#breadcrumblist\"},\"author\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"creator\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/author\\\/keithtan\\\/#author\"},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/2.png?wsr\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#mainImage\",\"width\":652,\"height\":385},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/kgi-daily-trading-ideas-01-oct-2025-zh\\\/#mainImage\"},\"datePublished\":\"2025-10-01T10:00:58+08:00\",\"dateModified\":\"2025-10-01T10:07:01+08:00\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#website\",\"url\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/\",\"name\":\"KGI Singapore Research\",\"description\":\"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.\",\"inLanguage\":\"en-US\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kgieworld.sg\\\/research\\\/#organization\"}}]}\n\t\t<\/script>\n\t\t<!-- All in One SEO -->\n\n","aioseo_head_json":{"title":"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5 \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u53d7\u7164\u70ad\u4ef7\u683c\u63a8\u52a8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.450\uff0c\u76ee\u6807\u4ef7\uff1a0.500\uff0c\u6b62\u635f\u4ef7\uff1a0.425 \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u7164\u77ff\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u8fd0\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u77ff\u5c71\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002 \u5782\u76f4\u6574\u5408\u4fdd\u969c\u7269\u6d41\u5e76\u63d0\u5347\u6210\u672c\u6548\u7387\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u6536\u8d2d\u5370\u5c3c\u822a\u8fd0\u516c\u53f8 PT Trans Maritim Pratama \u548c PT Bahari Segara Maritim\uff0c\u4ee3\u8868\u7740\u5728\u7164\u70ad\u4e1a\u52a1\u4e2d\u5782\u76f4\u6574\u5408\u7269\u6d41\u7684\u6218\u7565\u63a8\u52a8\u3002\u8be5\u4ea4\u6613\u786e\u4fdd\u4e86\u4e00\u652f\u753154\u8258\u8239\u53ea\u300127\u8258\u62d6\u8239\u548c27\u8258\u9a73\u8239\u7ec4\u6210\u7684\u8239\u961f\uff0c\u4f7f\u96c6\u56e2\u80fd\u591f\u964d\u4f4e\u8fd0\u8f93\u6210\u672c\uff0c\u63d0\u9ad8 PT Triaryani \u7164\u77ff\u7684\u4ea4\u4ed8\u786e\u5b9a\u6027\uff0c\u5e76\u5f3a\u5316 PT Marga Bara Jaya \u7801\u5934\u7684\u8fd0\u8425\u3002\u9664\u4e86\u7acb\u5373\u7684\u6210\u672c\u534f\u540c\u5916\uff0c\u6536\u8d2d\u8fd8\u5c06\u5929\u7136\u7164\u77ff\u96c6\u56e2\u7684\u4e1a\u52a1\u591a\u5143\u5316\u4e3a\u7269\u6d41\u548c\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\uff0c\u62d3\u5c55\u5176\u5728\u5370\u5c3c\u7684\u5546\u54c1\u6d41\u52a8\u8303\u56f4\uff0c\u786e\u4fdd\u66f4\u5177\u97e7\u6027\u7684\u957f\u671f\u6536\u76ca\u53ef\u89c1\u6027\u3002 \u7164\u70ad\u5e02\u573a\u7684\u5468\u671f\u6027\u53d7\u5230\u56fd\u5185\u9700\u6c42\u7684\u5e73\u8861\u3002\u5c3d\u7ba1\u4e2d\u56fd\u6700\u8fd1\u6d77\u8fd0\u7164\u70ad\u8fdb\u53e3\u7684\u53cd\u5f39\u6682\u65f6\u63d0\u5347\u4e86\u5370\u5c3c\u7164\u70ad\u4ef7\u683c\uff0c\u4f46\u7531\u4e8e\u4e2d\u56fd\u3001\u5370\u5ea6\u548c\u5370\u5c3c\u90fd\u5728\u6269\u5927\u56fd\u5185\u4ea7\u91cf\u5e76\u4ee5\u521b\u7eaa\u5f55\u7684\u901f\u5ea6\u90e8\u7f72\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u6d77\u8fd0\u5e02\u573a\u9762\u4e34\u7ed3\u6784\u6027\u9006\u98ce\u3002\u5370\u5c3c4200\u5927\u5361\u7164\u70ad\u7684\u4ef7\u683c\u4ece2025\u5e74\u4e2d\u671f\u7684\u591a\u5e74\u4f4e\u70b9\u4e0a\u6da8\u4e865%\uff0c\u4f46\u968f\u7740\u8fdb\u53e3\u6b63\u5e38\u5316\u548c\u53ef\u518d\u751f\u80fd\u6e90\u5360\u6bd4\u589e\u52a0\uff0c\u8fd9\u79cd\u6da8\u5e45\u53ef\u80fd\u9010\u6e10\u6d88\u9000\u3002\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u63a7\u5236\u7269\u6d41\u57fa\u7840\u8bbe\u65bd\u7684\u6218\u7565\u6709\u52a9\u4e8e\u901a\u8fc7\u6539\u5584\u5229\u6da6\u7387\u548c\u7075\u6d3b\u6ee1\u8db3\u51fa\u53e3\u548c\u56fd\u5185\u5e02\u573a\u7684\u9700\u6c42\u6765\u51cf\u8f7b\u6ce2\u52a8\u6027\u3002\u968f\u7740\u5370\u5c3c\u7164\u70ad\u6d88\u8d39\u7684\u97e7\u6027\u548c\u4e00\u4f53\u5316\u7269\u6d41\u63d0\u4f9b\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u66f4\u597d\u5730\u5b9a\u4f4d\u4e8e\u5e94\u5bf9\u957f\u671f\u8f6c\u578b\uff0c\u540c\u65f6\u6700\u5927\u5316\u5176\u7164\u70ad\u751f\u4ea7\u7684\u73b0\u91d1\u6d41\u3002 \u57fa\u7840\u8bbe\u65bd\u6269\u5c55\u5c06\u63d0\u5347\u5229\u6da6\u7387\u30021.5\u4ebf\u7f8e\u5143\u7684 MBJ \u7efc\u5408\u57fa\u7840\u8bbe\u65bd\u9879\u76ee\u4ecd\u6309\u8ba1\u5212\u4e8e2026\u5e74\u4e0a\u534a\u5e74\u5b8c\u6210\u3002\u8be5\u9879\u76ee\u5305\u62ec\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u9053\u8def\u548c\u7801\u5934\uff0c\u9884\u8ba1\u5c06\u6bcf\u5428\u51cf\u5c11\u8d85\u8fc710\u7f8e\u5143\u7684\u8fd0\u8f93\u6210\u672c\uff0c\u5e76\u5c06\u751f\u4ea7\u80fd\u529b\u7ffb\u500d\u81f3\u6bcf\u5e742500\u4e07\u5428\u3002\u6b64\u5916\uff0c\u57fa\u7840\u8bbe\u65bd\u7684\u7b2c\u4e09\u65b9\u79df\u8d41\u5c06\u521b\u9020\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u589e\u5f3a\u957f\u671f\u73b0\u91d1\u6d41\u548c\u76c8\u5229\u80fd\u529b\u3002 2025\u5e74\u4e0a\u534a\u5e74\u8d22\u52a1\u4e1a\u7ee9\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u62a5\u544a2025\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u4e3a2.895\u4ebf\u7f8e\u5143\uff0c\u6bd42024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.694\u4ebf\u7f8e\u5143\u589e\u957f\u4e8671%\uff0c\u5c3d\u7ba12025\u5e74\u4e0a\u534a\u5e74\u5e73\u5747\u552e\u4ef7\u4e3a\u6bcf\u542846.26\u7f8e\u5143\uff0c\u4f4e\u4e8e2024\u5e74\u4e0a\u534a\u5e74\u6bcf\u542852.47\u7f8e\u5143\u7684\u6c34\u5e73\u3002\u51c0\u5229\u6da6\u4ece2024\u5e74\u4e0a\u534a\u5e74\u76841140\u4e07\u7f8e\u5143\u4e0a\u534776%\uff0c\u8fbe\u52302025\u5e74\u4e0a\u534a\u5e74\u76842010\u4e07\u7f8e\u5143\u3002\u516c\u53f8\u7684\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u5f3a\u52b2\uff0c\u5e73\u5747\u4e3a\u6bcf\u542810.19\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5ba3\u6d3e\u6bcf\u80a10.10\u7f8e\u5206\u7684\u4e2d\u671f\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) \u4e2d\u56fd\u6838\u80fd\u5efa\u8bbe\u63a8\u52a8\u957f\u671f\u94c0\u9700\u6c42\u3002\u4e2d\u56fd\u9884\u8ba1\u52302040\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u51e0\u4e4e\u7ffb\u500d\u81f3200 GW\uff0c\u5e76\u57282030\u5e74\u8d85\u8d8a\u7f8e\u56fd\uff0c\u6210\u4e3a\u4e16\u754c\u6700\u5927\u7684\u6838\u7535\u751f\u4ea7\u56fd\u3002\u5f53\u524d\u5168\u740361\u5ea7\u5728\u5efa\u6838\u53cd\u5e94\u5806\u4e2d\uff0c\u5927\u7ea6\u4e00\u534a\u4f4d\u4e8e\u4e2d\u56fd\uff0c\u968f\u7740\u6838\u80fd\u5728\u4e2d\u56fd\u7535\u529b\u7ed3\u6784\u4e2d\u6240\u5360\u6bd4\u4f8b\u4ece2024\u5e74\u76845%\u4e0a\u5347\u81f32040\u5e74\u768410%\uff0c\u5bf9\u94c0\u7684\u9700\u6c42\u5c06\u52a0\u901f\u3002\u8fd9\u4e00\u5feb\u901f\u5efa\u8bbe\u4e0d\u4ec5\u51f8\u663e\u4e86\u5317\u4eac\u5728\u5b9e\u73b0\u53bb\u78b3\u5316\u7684\u540c\u65f6\u7ef4\u62a4\u80fd\u6e90\u5b89\u5168\u7684\u51b3\u5fc3\uff0c\u4e5f\u4e3a\u50cfCGN Mining\u8fd9\u6837\u7684\u94c0\u4f9b\u5e94\u5546\u521b\u9020\u4e86\u9700\u6c42\u987a\u98ce\uff0c\u56e0\u4e3a\u5176\u4f5c\u4e3a\u4e2d\u56fd\u56fd\u5bb6\u652f\u6301\u7684\u94c0\u5e73\u53f0\u5728\u4fdd\u969c\u4f9b\u5e94\u65b9\u9762\u5177\u6709\u6218\u7565\u4f18\u52bf\u3002 CGN Mining\u4e0e\u5b50\u516c\u53f8\u5ef6\u957f\u6846\u67b6\u534f\u8bae\u3002CGN Mining Co.\u5df2\u5ba3\u5e03\u5c06\u4e0e\u5176\u5b50\u516c\u53f8\u4e4b\u95f4\u7684\u5929\u7136\u94c0\u9500\u552e\u548c\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u6846\u67b6\u534f\u8bae\u7eed\u7b7e\u3002\u8fd9\u4e9b\u534f\u8bae\u5c06\u4ece2026\u5e741\u6708\u8d77\u518d\u5ef6\u957f\u4e09\u5e74\u3002\u6839\u636e\u9999\u6e2f\u4e0a\u5e02\u89c4\u5219\uff0c\u8fd9\u4e9b\u534f\u8bae\u88ab\u5217\u4e3a\u91cd\u5927\u548c\u6301\u7eed\u7684\u5173\u8054\u4ea4\u6613\uff0c\u9700\u83b7\u5f97\u72ec\u7acb\u80a1\u4e1c\u7684\u6279\u51c6\u3002\u5b83\u4eec\u4e5f\u5c06\u7ee7\u7eed\u53d7\u5230\u5e74\u5ea6\u62ab\u9732\u548c\u5408\u89c4\u5ba1\u67e5\u8981\u6c42\u7684\u7ea6\u675f\u3002\u8fd9\u4e00\u5ef6\u957f\u652f\u6301\u4e86\u8fd0\u8425\u7684\u8fde\u7eed\u6027\uff0c\u5e76\u5f3a\u5316\u4e86CGN Mining\u5728CGN\u96c6\u56e2\u66f4\u5e7f\u6cdb\u7684\u6838\u71c3\u6599\u548c\u91d1\u878d\u751f\u6001\u7cfb\u7edf\u4e2d\u7684\u4e00\u4f53\u5316\u89d2\u8272\u3002","canonical_url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-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-01-oct-2025-zh\/#blogposting","name":"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5 \u2022 KGI Singapore Research","headline":"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5","author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr","width":652,"height":385},"datePublished":"2025-10-01T10:00:58+08:00","dateModified":"2025-10-01T10:07:01+08:00","inLanguage":"en-US","mainEntityOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#webpage"},"isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#webpage"},"articleSection":"KGI Daily Trading Ideas (Chinese)"},{"@type":"BreadcrumbList","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#breadcrumblist","itemListElement":[{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","position":1,"name":"Home","item":"https:\/\/www.kgieworld.sg\/research","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","position":2,"name":"KGI Daily Trading Ideas (Chinese)","item":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/","nextItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#listItem","name":"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5"},"previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research#listItem","name":"Home"}},{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#listItem","position":3,"name":"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5","previousItem":{"@type":"ListItem","@id":"https:\/\/www.kgieworld.sg\/research\/category\/kgi-daily-trading-ideas-chinese\/#listItem","name":"KGI Daily Trading Ideas (Chinese)"}}]},{"@type":"Organization","@id":"https:\/\/www.kgieworld.sg\/research\/#organization","name":"KGI Research Singapore","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","url":"https:\/\/www.kgieworld.sg\/research\/","telephone":"+6562021188","logo":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2020\/11\/cropped-Square-logo-PNG.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#organizationLogo","width":512,"height":512},"image":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#organizationLogo"}},{"@type":"Person","@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author","url":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/","name":"Keith Tan","image":{"@type":"ImageObject","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#authorImage","url":"https:\/\/secure.gravatar.com\/avatar\/6e081ee53ea613f8e7be4f0607b3f5c1a3d295ee583a0f5bb51e9c300635ad2e?s=96&d=mm&r=g","width":96,"height":96,"caption":"Keith Tan"}},{"@type":"WebPage","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#webpage","url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/","name":"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5 \u2022 KGI Singapore Research","description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u53d7\u7164\u70ad\u4ef7\u683c\u63a8\u52a8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.450\uff0c\u76ee\u6807\u4ef7\uff1a0.500\uff0c\u6b62\u635f\u4ef7\uff1a0.425 \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u7164\u77ff\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u8fd0\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u77ff\u5c71\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002 \u5782\u76f4\u6574\u5408\u4fdd\u969c\u7269\u6d41\u5e76\u63d0\u5347\u6210\u672c\u6548\u7387\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u6536\u8d2d\u5370\u5c3c\u822a\u8fd0\u516c\u53f8 PT Trans Maritim Pratama \u548c PT Bahari Segara Maritim\uff0c\u4ee3\u8868\u7740\u5728\u7164\u70ad\u4e1a\u52a1\u4e2d\u5782\u76f4\u6574\u5408\u7269\u6d41\u7684\u6218\u7565\u63a8\u52a8\u3002\u8be5\u4ea4\u6613\u786e\u4fdd\u4e86\u4e00\u652f\u753154\u8258\u8239\u53ea\u300127\u8258\u62d6\u8239\u548c27\u8258\u9a73\u8239\u7ec4\u6210\u7684\u8239\u961f\uff0c\u4f7f\u96c6\u56e2\u80fd\u591f\u964d\u4f4e\u8fd0\u8f93\u6210\u672c\uff0c\u63d0\u9ad8 PT Triaryani \u7164\u77ff\u7684\u4ea4\u4ed8\u786e\u5b9a\u6027\uff0c\u5e76\u5f3a\u5316 PT Marga Bara Jaya \u7801\u5934\u7684\u8fd0\u8425\u3002\u9664\u4e86\u7acb\u5373\u7684\u6210\u672c\u534f\u540c\u5916\uff0c\u6536\u8d2d\u8fd8\u5c06\u5929\u7136\u7164\u77ff\u96c6\u56e2\u7684\u4e1a\u52a1\u591a\u5143\u5316\u4e3a\u7269\u6d41\u548c\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\uff0c\u62d3\u5c55\u5176\u5728\u5370\u5c3c\u7684\u5546\u54c1\u6d41\u52a8\u8303\u56f4\uff0c\u786e\u4fdd\u66f4\u5177\u97e7\u6027\u7684\u957f\u671f\u6536\u76ca\u53ef\u89c1\u6027\u3002 \u7164\u70ad\u5e02\u573a\u7684\u5468\u671f\u6027\u53d7\u5230\u56fd\u5185\u9700\u6c42\u7684\u5e73\u8861\u3002\u5c3d\u7ba1\u4e2d\u56fd\u6700\u8fd1\u6d77\u8fd0\u7164\u70ad\u8fdb\u53e3\u7684\u53cd\u5f39\u6682\u65f6\u63d0\u5347\u4e86\u5370\u5c3c\u7164\u70ad\u4ef7\u683c\uff0c\u4f46\u7531\u4e8e\u4e2d\u56fd\u3001\u5370\u5ea6\u548c\u5370\u5c3c\u90fd\u5728\u6269\u5927\u56fd\u5185\u4ea7\u91cf\u5e76\u4ee5\u521b\u7eaa\u5f55\u7684\u901f\u5ea6\u90e8\u7f72\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u6d77\u8fd0\u5e02\u573a\u9762\u4e34\u7ed3\u6784\u6027\u9006\u98ce\u3002\u5370\u5c3c4200\u5927\u5361\u7164\u70ad\u7684\u4ef7\u683c\u4ece2025\u5e74\u4e2d\u671f\u7684\u591a\u5e74\u4f4e\u70b9\u4e0a\u6da8\u4e865%\uff0c\u4f46\u968f\u7740\u8fdb\u53e3\u6b63\u5e38\u5316\u548c\u53ef\u518d\u751f\u80fd\u6e90\u5360\u6bd4\u589e\u52a0\uff0c\u8fd9\u79cd\u6da8\u5e45\u53ef\u80fd\u9010\u6e10\u6d88\u9000\u3002\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u63a7\u5236\u7269\u6d41\u57fa\u7840\u8bbe\u65bd\u7684\u6218\u7565\u6709\u52a9\u4e8e\u901a\u8fc7\u6539\u5584\u5229\u6da6\u7387\u548c\u7075\u6d3b\u6ee1\u8db3\u51fa\u53e3\u548c\u56fd\u5185\u5e02\u573a\u7684\u9700\u6c42\u6765\u51cf\u8f7b\u6ce2\u52a8\u6027\u3002\u968f\u7740\u5370\u5c3c\u7164\u70ad\u6d88\u8d39\u7684\u97e7\u6027\u548c\u4e00\u4f53\u5316\u7269\u6d41\u63d0\u4f9b\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u66f4\u597d\u5730\u5b9a\u4f4d\u4e8e\u5e94\u5bf9\u957f\u671f\u8f6c\u578b\uff0c\u540c\u65f6\u6700\u5927\u5316\u5176\u7164\u70ad\u751f\u4ea7\u7684\u73b0\u91d1\u6d41\u3002 \u57fa\u7840\u8bbe\u65bd\u6269\u5c55\u5c06\u63d0\u5347\u5229\u6da6\u7387\u30021.5\u4ebf\u7f8e\u5143\u7684 MBJ \u7efc\u5408\u57fa\u7840\u8bbe\u65bd\u9879\u76ee\u4ecd\u6309\u8ba1\u5212\u4e8e2026\u5e74\u4e0a\u534a\u5e74\u5b8c\u6210\u3002\u8be5\u9879\u76ee\u5305\u62ec\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u9053\u8def\u548c\u7801\u5934\uff0c\u9884\u8ba1\u5c06\u6bcf\u5428\u51cf\u5c11\u8d85\u8fc710\u7f8e\u5143\u7684\u8fd0\u8f93\u6210\u672c\uff0c\u5e76\u5c06\u751f\u4ea7\u80fd\u529b\u7ffb\u500d\u81f3\u6bcf\u5e742500\u4e07\u5428\u3002\u6b64\u5916\uff0c\u57fa\u7840\u8bbe\u65bd\u7684\u7b2c\u4e09\u65b9\u79df\u8d41\u5c06\u521b\u9020\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u589e\u5f3a\u957f\u671f\u73b0\u91d1\u6d41\u548c\u76c8\u5229\u80fd\u529b\u3002 2025\u5e74\u4e0a\u534a\u5e74\u8d22\u52a1\u4e1a\u7ee9\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u62a5\u544a2025\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u4e3a2.895\u4ebf\u7f8e\u5143\uff0c\u6bd42024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.694\u4ebf\u7f8e\u5143\u589e\u957f\u4e8671%\uff0c\u5c3d\u7ba12025\u5e74\u4e0a\u534a\u5e74\u5e73\u5747\u552e\u4ef7\u4e3a\u6bcf\u542846.26\u7f8e\u5143\uff0c\u4f4e\u4e8e2024\u5e74\u4e0a\u534a\u5e74\u6bcf\u542852.47\u7f8e\u5143\u7684\u6c34\u5e73\u3002\u51c0\u5229\u6da6\u4ece2024\u5e74\u4e0a\u534a\u5e74\u76841140\u4e07\u7f8e\u5143\u4e0a\u534776%\uff0c\u8fbe\u52302025\u5e74\u4e0a\u534a\u5e74\u76842010\u4e07\u7f8e\u5143\u3002\u516c\u53f8\u7684\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u5f3a\u52b2\uff0c\u5e73\u5747\u4e3a\u6bcf\u542810.19\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5ba3\u6d3e\u6bcf\u80a10.10\u7f8e\u5206\u7684\u4e2d\u671f\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) \u4e2d\u56fd\u6838\u80fd\u5efa\u8bbe\u63a8\u52a8\u957f\u671f\u94c0\u9700\u6c42\u3002\u4e2d\u56fd\u9884\u8ba1\u52302040\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u51e0\u4e4e\u7ffb\u500d\u81f3200 GW\uff0c\u5e76\u57282030\u5e74\u8d85\u8d8a\u7f8e\u56fd\uff0c\u6210\u4e3a\u4e16\u754c\u6700\u5927\u7684\u6838\u7535\u751f\u4ea7\u56fd\u3002\u5f53\u524d\u5168\u740361\u5ea7\u5728\u5efa\u6838\u53cd\u5e94\u5806\u4e2d\uff0c\u5927\u7ea6\u4e00\u534a\u4f4d\u4e8e\u4e2d\u56fd\uff0c\u968f\u7740\u6838\u80fd\u5728\u4e2d\u56fd\u7535\u529b\u7ed3\u6784\u4e2d\u6240\u5360\u6bd4\u4f8b\u4ece2024\u5e74\u76845%\u4e0a\u5347\u81f32040\u5e74\u768410%\uff0c\u5bf9\u94c0\u7684\u9700\u6c42\u5c06\u52a0\u901f\u3002\u8fd9\u4e00\u5feb\u901f\u5efa\u8bbe\u4e0d\u4ec5\u51f8\u663e\u4e86\u5317\u4eac\u5728\u5b9e\u73b0\u53bb\u78b3\u5316\u7684\u540c\u65f6\u7ef4\u62a4\u80fd\u6e90\u5b89\u5168\u7684\u51b3\u5fc3\uff0c\u4e5f\u4e3a\u50cfCGN Mining\u8fd9\u6837\u7684\u94c0\u4f9b\u5e94\u5546\u521b\u9020\u4e86\u9700\u6c42\u987a\u98ce\uff0c\u56e0\u4e3a\u5176\u4f5c\u4e3a\u4e2d\u56fd\u56fd\u5bb6\u652f\u6301\u7684\u94c0\u5e73\u53f0\u5728\u4fdd\u969c\u4f9b\u5e94\u65b9\u9762\u5177\u6709\u6218\u7565\u4f18\u52bf\u3002 CGN Mining\u4e0e\u5b50\u516c\u53f8\u5ef6\u957f\u6846\u67b6\u534f\u8bae\u3002CGN Mining Co.\u5df2\u5ba3\u5e03\u5c06\u4e0e\u5176\u5b50\u516c\u53f8\u4e4b\u95f4\u7684\u5929\u7136\u94c0\u9500\u552e\u548c\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u6846\u67b6\u534f\u8bae\u7eed\u7b7e\u3002\u8fd9\u4e9b\u534f\u8bae\u5c06\u4ece2026\u5e741\u6708\u8d77\u518d\u5ef6\u957f\u4e09\u5e74\u3002\u6839\u636e\u9999\u6e2f\u4e0a\u5e02\u89c4\u5219\uff0c\u8fd9\u4e9b\u534f\u8bae\u88ab\u5217\u4e3a\u91cd\u5927\u548c\u6301\u7eed\u7684\u5173\u8054\u4ea4\u6613\uff0c\u9700\u83b7\u5f97\u72ec\u7acb\u80a1\u4e1c\u7684\u6279\u51c6\u3002\u5b83\u4eec\u4e5f\u5c06\u7ee7\u7eed\u53d7\u5230\u5e74\u5ea6\u62ab\u9732\u548c\u5408\u89c4\u5ba1\u67e5\u8981\u6c42\u7684\u7ea6\u675f\u3002\u8fd9\u4e00\u5ef6\u957f\u652f\u6301\u4e86\u8fd0\u8425\u7684\u8fde\u7eed\u6027\uff0c\u5e76\u5f3a\u5316\u4e86CGN Mining\u5728CGN\u96c6\u56e2\u66f4\u5e7f\u6cdb\u7684\u6838\u71c3\u6599\u548c\u91d1\u878d\u751f\u6001\u7cfb\u7edf\u4e2d\u7684\u4e00\u4f53\u5316\u89d2\u8272\u3002","inLanguage":"en-US","isPartOf":{"@id":"https:\/\/www.kgieworld.sg\/research\/#website"},"breadcrumb":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#breadcrumblist"},"author":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"creator":{"@id":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/#author"},"image":{"@type":"ImageObject","url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr","@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#mainImage","width":652,"height":385},"primaryImageOfPage":{"@id":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/#mainImage"},"datePublished":"2025-10-01T10:00:58+08:00","dateModified":"2025-10-01T10:07:01+08:00"},{"@type":"WebSite","@id":"https:\/\/www.kgieworld.sg\/research\/#website","url":"https:\/\/www.kgieworld.sg\/research\/","name":"KGI Singapore Research","description":"Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","inLanguage":"en-US","publisher":{"@id":"https:\/\/www.kgieworld.sg\/research\/#organization"}}]},"og:locale":"en_US","og:site_name":"KGI Singapore Research \u2022 Singapore's leading broker offering Futures, FX, Equities and Wealth Management.","og:type":"article","og:title":"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5 \u2022 KGI Singapore Research","og:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u53d7\u7164\u70ad\u4ef7\u683c\u63a8\u52a8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.450\uff0c\u76ee\u6807\u4ef7\uff1a0.500\uff0c\u6b62\u635f\u4ef7\uff1a0.425 \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u7164\u77ff\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u8fd0\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u77ff\u5c71\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002 \u5782\u76f4\u6574\u5408\u4fdd\u969c\u7269\u6d41\u5e76\u63d0\u5347\u6210\u672c\u6548\u7387\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u6536\u8d2d\u5370\u5c3c\u822a\u8fd0\u516c\u53f8 PT Trans Maritim Pratama \u548c PT Bahari Segara Maritim\uff0c\u4ee3\u8868\u7740\u5728\u7164\u70ad\u4e1a\u52a1\u4e2d\u5782\u76f4\u6574\u5408\u7269\u6d41\u7684\u6218\u7565\u63a8\u52a8\u3002\u8be5\u4ea4\u6613\u786e\u4fdd\u4e86\u4e00\u652f\u753154\u8258\u8239\u53ea\u300127\u8258\u62d6\u8239\u548c27\u8258\u9a73\u8239\u7ec4\u6210\u7684\u8239\u961f\uff0c\u4f7f\u96c6\u56e2\u80fd\u591f\u964d\u4f4e\u8fd0\u8f93\u6210\u672c\uff0c\u63d0\u9ad8 PT Triaryani \u7164\u77ff\u7684\u4ea4\u4ed8\u786e\u5b9a\u6027\uff0c\u5e76\u5f3a\u5316 PT Marga Bara Jaya \u7801\u5934\u7684\u8fd0\u8425\u3002\u9664\u4e86\u7acb\u5373\u7684\u6210\u672c\u534f\u540c\u5916\uff0c\u6536\u8d2d\u8fd8\u5c06\u5929\u7136\u7164\u77ff\u96c6\u56e2\u7684\u4e1a\u52a1\u591a\u5143\u5316\u4e3a\u7269\u6d41\u548c\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\uff0c\u62d3\u5c55\u5176\u5728\u5370\u5c3c\u7684\u5546\u54c1\u6d41\u52a8\u8303\u56f4\uff0c\u786e\u4fdd\u66f4\u5177\u97e7\u6027\u7684\u957f\u671f\u6536\u76ca\u53ef\u89c1\u6027\u3002 \u7164\u70ad\u5e02\u573a\u7684\u5468\u671f\u6027\u53d7\u5230\u56fd\u5185\u9700\u6c42\u7684\u5e73\u8861\u3002\u5c3d\u7ba1\u4e2d\u56fd\u6700\u8fd1\u6d77\u8fd0\u7164\u70ad\u8fdb\u53e3\u7684\u53cd\u5f39\u6682\u65f6\u63d0\u5347\u4e86\u5370\u5c3c\u7164\u70ad\u4ef7\u683c\uff0c\u4f46\u7531\u4e8e\u4e2d\u56fd\u3001\u5370\u5ea6\u548c\u5370\u5c3c\u90fd\u5728\u6269\u5927\u56fd\u5185\u4ea7\u91cf\u5e76\u4ee5\u521b\u7eaa\u5f55\u7684\u901f\u5ea6\u90e8\u7f72\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u6d77\u8fd0\u5e02\u573a\u9762\u4e34\u7ed3\u6784\u6027\u9006\u98ce\u3002\u5370\u5c3c4200\u5927\u5361\u7164\u70ad\u7684\u4ef7\u683c\u4ece2025\u5e74\u4e2d\u671f\u7684\u591a\u5e74\u4f4e\u70b9\u4e0a\u6da8\u4e865%\uff0c\u4f46\u968f\u7740\u8fdb\u53e3\u6b63\u5e38\u5316\u548c\u53ef\u518d\u751f\u80fd\u6e90\u5360\u6bd4\u589e\u52a0\uff0c\u8fd9\u79cd\u6da8\u5e45\u53ef\u80fd\u9010\u6e10\u6d88\u9000\u3002\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u63a7\u5236\u7269\u6d41\u57fa\u7840\u8bbe\u65bd\u7684\u6218\u7565\u6709\u52a9\u4e8e\u901a\u8fc7\u6539\u5584\u5229\u6da6\u7387\u548c\u7075\u6d3b\u6ee1\u8db3\u51fa\u53e3\u548c\u56fd\u5185\u5e02\u573a\u7684\u9700\u6c42\u6765\u51cf\u8f7b\u6ce2\u52a8\u6027\u3002\u968f\u7740\u5370\u5c3c\u7164\u70ad\u6d88\u8d39\u7684\u97e7\u6027\u548c\u4e00\u4f53\u5316\u7269\u6d41\u63d0\u4f9b\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u66f4\u597d\u5730\u5b9a\u4f4d\u4e8e\u5e94\u5bf9\u957f\u671f\u8f6c\u578b\uff0c\u540c\u65f6\u6700\u5927\u5316\u5176\u7164\u70ad\u751f\u4ea7\u7684\u73b0\u91d1\u6d41\u3002 \u57fa\u7840\u8bbe\u65bd\u6269\u5c55\u5c06\u63d0\u5347\u5229\u6da6\u7387\u30021.5\u4ebf\u7f8e\u5143\u7684 MBJ \u7efc\u5408\u57fa\u7840\u8bbe\u65bd\u9879\u76ee\u4ecd\u6309\u8ba1\u5212\u4e8e2026\u5e74\u4e0a\u534a\u5e74\u5b8c\u6210\u3002\u8be5\u9879\u76ee\u5305\u62ec\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u9053\u8def\u548c\u7801\u5934\uff0c\u9884\u8ba1\u5c06\u6bcf\u5428\u51cf\u5c11\u8d85\u8fc710\u7f8e\u5143\u7684\u8fd0\u8f93\u6210\u672c\uff0c\u5e76\u5c06\u751f\u4ea7\u80fd\u529b\u7ffb\u500d\u81f3\u6bcf\u5e742500\u4e07\u5428\u3002\u6b64\u5916\uff0c\u57fa\u7840\u8bbe\u65bd\u7684\u7b2c\u4e09\u65b9\u79df\u8d41\u5c06\u521b\u9020\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u589e\u5f3a\u957f\u671f\u73b0\u91d1\u6d41\u548c\u76c8\u5229\u80fd\u529b\u3002 2025\u5e74\u4e0a\u534a\u5e74\u8d22\u52a1\u4e1a\u7ee9\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u62a5\u544a2025\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u4e3a2.895\u4ebf\u7f8e\u5143\uff0c\u6bd42024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.694\u4ebf\u7f8e\u5143\u589e\u957f\u4e8671%\uff0c\u5c3d\u7ba12025\u5e74\u4e0a\u534a\u5e74\u5e73\u5747\u552e\u4ef7\u4e3a\u6bcf\u542846.26\u7f8e\u5143\uff0c\u4f4e\u4e8e2024\u5e74\u4e0a\u534a\u5e74\u6bcf\u542852.47\u7f8e\u5143\u7684\u6c34\u5e73\u3002\u51c0\u5229\u6da6\u4ece2024\u5e74\u4e0a\u534a\u5e74\u76841140\u4e07\u7f8e\u5143\u4e0a\u534776%\uff0c\u8fbe\u52302025\u5e74\u4e0a\u534a\u5e74\u76842010\u4e07\u7f8e\u5143\u3002\u516c\u53f8\u7684\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u5f3a\u52b2\uff0c\u5e73\u5747\u4e3a\u6bcf\u542810.19\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5ba3\u6d3e\u6bcf\u80a10.10\u7f8e\u5206\u7684\u4e2d\u671f\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) \u4e2d\u56fd\u6838\u80fd\u5efa\u8bbe\u63a8\u52a8\u957f\u671f\u94c0\u9700\u6c42\u3002\u4e2d\u56fd\u9884\u8ba1\u52302040\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u51e0\u4e4e\u7ffb\u500d\u81f3200 GW\uff0c\u5e76\u57282030\u5e74\u8d85\u8d8a\u7f8e\u56fd\uff0c\u6210\u4e3a\u4e16\u754c\u6700\u5927\u7684\u6838\u7535\u751f\u4ea7\u56fd\u3002\u5f53\u524d\u5168\u740361\u5ea7\u5728\u5efa\u6838\u53cd\u5e94\u5806\u4e2d\uff0c\u5927\u7ea6\u4e00\u534a\u4f4d\u4e8e\u4e2d\u56fd\uff0c\u968f\u7740\u6838\u80fd\u5728\u4e2d\u56fd\u7535\u529b\u7ed3\u6784\u4e2d\u6240\u5360\u6bd4\u4f8b\u4ece2024\u5e74\u76845%\u4e0a\u5347\u81f32040\u5e74\u768410%\uff0c\u5bf9\u94c0\u7684\u9700\u6c42\u5c06\u52a0\u901f\u3002\u8fd9\u4e00\u5feb\u901f\u5efa\u8bbe\u4e0d\u4ec5\u51f8\u663e\u4e86\u5317\u4eac\u5728\u5b9e\u73b0\u53bb\u78b3\u5316\u7684\u540c\u65f6\u7ef4\u62a4\u80fd\u6e90\u5b89\u5168\u7684\u51b3\u5fc3\uff0c\u4e5f\u4e3a\u50cfCGN Mining\u8fd9\u6837\u7684\u94c0\u4f9b\u5e94\u5546\u521b\u9020\u4e86\u9700\u6c42\u987a\u98ce\uff0c\u56e0\u4e3a\u5176\u4f5c\u4e3a\u4e2d\u56fd\u56fd\u5bb6\u652f\u6301\u7684\u94c0\u5e73\u53f0\u5728\u4fdd\u969c\u4f9b\u5e94\u65b9\u9762\u5177\u6709\u6218\u7565\u4f18\u52bf\u3002 CGN Mining\u4e0e\u5b50\u516c\u53f8\u5ef6\u957f\u6846\u67b6\u534f\u8bae\u3002CGN Mining Co.\u5df2\u5ba3\u5e03\u5c06\u4e0e\u5176\u5b50\u516c\u53f8\u4e4b\u95f4\u7684\u5929\u7136\u94c0\u9500\u552e\u548c\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u6846\u67b6\u534f\u8bae\u7eed\u7b7e\u3002\u8fd9\u4e9b\u534f\u8bae\u5c06\u4ece2026\u5e741\u6708\u8d77\u518d\u5ef6\u957f\u4e09\u5e74\u3002\u6839\u636e\u9999\u6e2f\u4e0a\u5e02\u89c4\u5219\uff0c\u8fd9\u4e9b\u534f\u8bae\u88ab\u5217\u4e3a\u91cd\u5927\u548c\u6301\u7eed\u7684\u5173\u8054\u4ea4\u6613\uff0c\u9700\u83b7\u5f97\u72ec\u7acb\u80a1\u4e1c\u7684\u6279\u51c6\u3002\u5b83\u4eec\u4e5f\u5c06\u7ee7\u7eed\u53d7\u5230\u5e74\u5ea6\u62ab\u9732\u548c\u5408\u89c4\u5ba1\u67e5\u8981\u6c42\u7684\u7ea6\u675f\u3002\u8fd9\u4e00\u5ef6\u957f\u652f\u6301\u4e86\u8fd0\u8425\u7684\u8fde\u7eed\u6027\uff0c\u5e76\u5f3a\u5316\u4e86CGN Mining\u5728CGN\u96c6\u56e2\u66f4\u5e7f\u6cdb\u7684\u6838\u71c3\u6599\u548c\u91d1\u878d\u751f\u6001\u7cfb\u7edf\u4e2d\u7684\u4e00\u4f53\u5316\u89d2\u8272\u3002","og:url":"https:\/\/www.kgieworld.sg\/research\/kgi-daily-trading-ideas-01-oct-2025-zh\/","og:image":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","og:image:secure_url":"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/04\/KGI-Logo_\u255b\u03b5ai\u252c\u253carRGB_PNG.png?wsr","article:published_time":"2025-10-01T02:00:58+00:00","article:modified_time":"2025-10-01T02:07:01+00:00","twitter:card":"summary","twitter:title":"\u4eca\u65e5\u7cbe\u9009\uff1a\u80a1\u7968 | 2025\u5e7410\u67081\u65e5 \u2022 KGI Singapore Research","twitter:description":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f ^ Back To Top \u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u53d7\u7164\u70ad\u4ef7\u683c\u63a8\u52a8 \u91cd\u7533\u4e70\u5165\uff1a\u4e70\u5165\u4ef7\uff1a0.450\uff0c\u76ee\u6807\u4ef7\uff1a0.500\uff0c\u6b62\u635f\u4ef7\uff1a0.425 \u5929\u7136\u7164\u77ff\u96c6\u56e2\u662f\u4e00\u5bb6\u7efc\u5408\u7164\u77ff\u4e13\u4e1a\u516c\u53f8\u3002\u8be5\u516c\u53f8\u62e5\u6709\u5e76\u8fd0\u8425\u7164\u77ff\uff0c\u4e3a\u7b2c\u4e09\u65b9\u77ff\u4e3b\u63d0\u4f9b\u77ff\u5c71\u627f\u5305\u670d\u52a1\uff0c\u5e76\u5411\u7164\u70ad\u8d38\u6613\u5546\u548c\u7164\u70ad\u51fa\u53e3\u516c\u53f8\u9500\u552e\u7164\u70ad\u3002 \u5782\u76f4\u6574\u5408\u4fdd\u969c\u7269\u6d41\u5e76\u63d0\u5347\u6210\u672c\u6548\u7387\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u6536\u8d2d\u5370\u5c3c\u822a\u8fd0\u516c\u53f8 PT Trans Maritim Pratama \u548c PT Bahari Segara Maritim\uff0c\u4ee3\u8868\u7740\u5728\u7164\u70ad\u4e1a\u52a1\u4e2d\u5782\u76f4\u6574\u5408\u7269\u6d41\u7684\u6218\u7565\u63a8\u52a8\u3002\u8be5\u4ea4\u6613\u786e\u4fdd\u4e86\u4e00\u652f\u753154\u8258\u8239\u53ea\u300127\u8258\u62d6\u8239\u548c27\u8258\u9a73\u8239\u7ec4\u6210\u7684\u8239\u961f\uff0c\u4f7f\u96c6\u56e2\u80fd\u591f\u964d\u4f4e\u8fd0\u8f93\u6210\u672c\uff0c\u63d0\u9ad8 PT Triaryani \u7164\u77ff\u7684\u4ea4\u4ed8\u786e\u5b9a\u6027\uff0c\u5e76\u5f3a\u5316 PT Marga Bara Jaya \u7801\u5934\u7684\u8fd0\u8425\u3002\u9664\u4e86\u7acb\u5373\u7684\u6210\u672c\u534f\u540c\u5916\uff0c\u6536\u8d2d\u8fd8\u5c06\u5929\u7136\u7164\u77ff\u96c6\u56e2\u7684\u4e1a\u52a1\u591a\u5143\u5316\u4e3a\u7269\u6d41\u548c\u57fa\u7840\u8bbe\u65bd\u670d\u52a1\uff0c\u62d3\u5c55\u5176\u5728\u5370\u5c3c\u7684\u5546\u54c1\u6d41\u52a8\u8303\u56f4\uff0c\u786e\u4fdd\u66f4\u5177\u97e7\u6027\u7684\u957f\u671f\u6536\u76ca\u53ef\u89c1\u6027\u3002 \u7164\u70ad\u5e02\u573a\u7684\u5468\u671f\u6027\u53d7\u5230\u56fd\u5185\u9700\u6c42\u7684\u5e73\u8861\u3002\u5c3d\u7ba1\u4e2d\u56fd\u6700\u8fd1\u6d77\u8fd0\u7164\u70ad\u8fdb\u53e3\u7684\u53cd\u5f39\u6682\u65f6\u63d0\u5347\u4e86\u5370\u5c3c\u7164\u70ad\u4ef7\u683c\uff0c\u4f46\u7531\u4e8e\u4e2d\u56fd\u3001\u5370\u5ea6\u548c\u5370\u5c3c\u90fd\u5728\u6269\u5927\u56fd\u5185\u4ea7\u91cf\u5e76\u4ee5\u521b\u7eaa\u5f55\u7684\u901f\u5ea6\u90e8\u7f72\u53ef\u518d\u751f\u80fd\u6e90\uff0c\u6d77\u8fd0\u5e02\u573a\u9762\u4e34\u7ed3\u6784\u6027\u9006\u98ce\u3002\u5370\u5c3c4200\u5927\u5361\u7164\u70ad\u7684\u4ef7\u683c\u4ece2025\u5e74\u4e2d\u671f\u7684\u591a\u5e74\u4f4e\u70b9\u4e0a\u6da8\u4e865%\uff0c\u4f46\u968f\u7740\u8fdb\u53e3\u6b63\u5e38\u5316\u548c\u53ef\u518d\u751f\u80fd\u6e90\u5360\u6bd4\u589e\u52a0\uff0c\u8fd9\u79cd\u6da8\u5e45\u53ef\u80fd\u9010\u6e10\u6d88\u9000\u3002\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u63a7\u5236\u7269\u6d41\u57fa\u7840\u8bbe\u65bd\u7684\u6218\u7565\u6709\u52a9\u4e8e\u901a\u8fc7\u6539\u5584\u5229\u6da6\u7387\u548c\u7075\u6d3b\u6ee1\u8db3\u51fa\u53e3\u548c\u56fd\u5185\u5e02\u573a\u7684\u9700\u6c42\u6765\u51cf\u8f7b\u6ce2\u52a8\u6027\u3002\u968f\u7740\u5370\u5c3c\u7164\u70ad\u6d88\u8d39\u7684\u97e7\u6027\u548c\u4e00\u4f53\u5316\u7269\u6d41\u63d0\u4f9b\u7684\u7ade\u4e89\u4f18\u52bf\uff0c\u5929\u7136\u7164\u77ff\u96c6\u56e2\u66f4\u597d\u5730\u5b9a\u4f4d\u4e8e\u5e94\u5bf9\u957f\u671f\u8f6c\u578b\uff0c\u540c\u65f6\u6700\u5927\u5316\u5176\u7164\u70ad\u751f\u4ea7\u7684\u73b0\u91d1\u6d41\u3002 \u57fa\u7840\u8bbe\u65bd\u6269\u5c55\u5c06\u63d0\u5347\u5229\u6da6\u7387\u30021.5\u4ebf\u7f8e\u5143\u7684 MBJ \u7efc\u5408\u57fa\u7840\u8bbe\u65bd\u9879\u76ee\u4ecd\u6309\u8ba1\u5212\u4e8e2026\u5e74\u4e0a\u534a\u5e74\u5b8c\u6210\u3002\u8be5\u9879\u76ee\u5305\u62ec\u4e00\u676192\u516c\u91cc\u7684\u8fd0\u8f93\u9053\u8def\u548c\u7801\u5934\uff0c\u9884\u8ba1\u5c06\u6bcf\u5428\u51cf\u5c11\u8d85\u8fc710\u7f8e\u5143\u7684\u8fd0\u8f93\u6210\u672c\uff0c\u5e76\u5c06\u751f\u4ea7\u80fd\u529b\u7ffb\u500d\u81f3\u6bcf\u5e742500\u4e07\u5428\u3002\u6b64\u5916\uff0c\u57fa\u7840\u8bbe\u65bd\u7684\u7b2c\u4e09\u65b9\u79df\u8d41\u5c06\u521b\u9020\u65b0\u7684\u6536\u5165\u6765\u6e90\uff0c\u589e\u5f3a\u957f\u671f\u73b0\u91d1\u6d41\u548c\u76c8\u5229\u80fd\u529b\u3002 2025\u5e74\u4e0a\u534a\u5e74\u8d22\u52a1\u4e1a\u7ee9\u3002\u5929\u7136\u7164\u77ff\u96c6\u56e2\u62a5\u544a2025\u5e74\u4e0a\u534a\u5e74\u6536\u5165\u4e3a2.895\u4ebf\u7f8e\u5143\uff0c\u6bd42024\u5e74\u7b2c\u4e00\u5b63\u5ea6\u76841.694\u4ebf\u7f8e\u5143\u589e\u957f\u4e8671%\uff0c\u5c3d\u7ba12025\u5e74\u4e0a\u534a\u5e74\u5e73\u5747\u552e\u4ef7\u4e3a\u6bcf\u542846.26\u7f8e\u5143\uff0c\u4f4e\u4e8e2024\u5e74\u4e0a\u534a\u5e74\u6bcf\u542852.47\u7f8e\u5143\u7684\u6c34\u5e73\u3002\u51c0\u5229\u6da6\u4ece2024\u5e74\u4e0a\u534a\u5e74\u76841140\u4e07\u7f8e\u5143\u4e0a\u534776%\uff0c\u8fbe\u52302025\u5e74\u4e0a\u534a\u5e74\u76842010\u4e07\u7f8e\u5143\u3002\u516c\u53f8\u7684\u73b0\u91d1\u5229\u6da6\u4fdd\u6301\u5f3a\u52b2\uff0c\u5e73\u5747\u4e3a\u6bcf\u542810.19\u7f8e\u5143\u3002\u8be5\u516c\u53f8\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5ba3\u6d3e\u6bcf\u80a10.10\u7f8e\u5206\u7684\u4e2d\u671f\u80a1\u606f\u3002 \u5e02\u573a\u5171\u8bc6 (Source: Bloomberg) \u4e2d\u56fd\u6838\u80fd\u5efa\u8bbe\u63a8\u52a8\u957f\u671f\u94c0\u9700\u6c42\u3002\u4e2d\u56fd\u9884\u8ba1\u52302040\u5e74\u5c06\u6838\u80fd\u5bb9\u91cf\u51e0\u4e4e\u7ffb\u500d\u81f3200 GW\uff0c\u5e76\u57282030\u5e74\u8d85\u8d8a\u7f8e\u56fd\uff0c\u6210\u4e3a\u4e16\u754c\u6700\u5927\u7684\u6838\u7535\u751f\u4ea7\u56fd\u3002\u5f53\u524d\u5168\u740361\u5ea7\u5728\u5efa\u6838\u53cd\u5e94\u5806\u4e2d\uff0c\u5927\u7ea6\u4e00\u534a\u4f4d\u4e8e\u4e2d\u56fd\uff0c\u968f\u7740\u6838\u80fd\u5728\u4e2d\u56fd\u7535\u529b\u7ed3\u6784\u4e2d\u6240\u5360\u6bd4\u4f8b\u4ece2024\u5e74\u76845%\u4e0a\u5347\u81f32040\u5e74\u768410%\uff0c\u5bf9\u94c0\u7684\u9700\u6c42\u5c06\u52a0\u901f\u3002\u8fd9\u4e00\u5feb\u901f\u5efa\u8bbe\u4e0d\u4ec5\u51f8\u663e\u4e86\u5317\u4eac\u5728\u5b9e\u73b0\u53bb\u78b3\u5316\u7684\u540c\u65f6\u7ef4\u62a4\u80fd\u6e90\u5b89\u5168\u7684\u51b3\u5fc3\uff0c\u4e5f\u4e3a\u50cfCGN Mining\u8fd9\u6837\u7684\u94c0\u4f9b\u5e94\u5546\u521b\u9020\u4e86\u9700\u6c42\u987a\u98ce\uff0c\u56e0\u4e3a\u5176\u4f5c\u4e3a\u4e2d\u56fd\u56fd\u5bb6\u652f\u6301\u7684\u94c0\u5e73\u53f0\u5728\u4fdd\u969c\u4f9b\u5e94\u65b9\u9762\u5177\u6709\u6218\u7565\u4f18\u52bf\u3002 CGN Mining\u4e0e\u5b50\u516c\u53f8\u5ef6\u957f\u6846\u67b6\u534f\u8bae\u3002CGN Mining Co.\u5df2\u5ba3\u5e03\u5c06\u4e0e\u5176\u5b50\u516c\u53f8\u4e4b\u95f4\u7684\u5929\u7136\u94c0\u9500\u552e\u548c\u91d1\u878d\u670d\u52a1\u63d0\u4f9b\u6846\u67b6\u534f\u8bae\u7eed\u7b7e\u3002\u8fd9\u4e9b\u534f\u8bae\u5c06\u4ece2026\u5e741\u6708\u8d77\u518d\u5ef6\u957f\u4e09\u5e74\u3002\u6839\u636e\u9999\u6e2f\u4e0a\u5e02\u89c4\u5219\uff0c\u8fd9\u4e9b\u534f\u8bae\u88ab\u5217\u4e3a\u91cd\u5927\u548c\u6301\u7eed\u7684\u5173\u8054\u4ea4\u6613\uff0c\u9700\u83b7\u5f97\u72ec\u7acb\u80a1\u4e1c\u7684\u6279\u51c6\u3002\u5b83\u4eec\u4e5f\u5c06\u7ee7\u7eed\u53d7\u5230\u5e74\u5ea6\u62ab\u9732\u548c\u5408\u89c4\u5ba1\u67e5\u8981\u6c42\u7684\u7ea6\u675f\u3002\u8fd9\u4e00\u5ef6\u957f\u652f\u6301\u4e86\u8fd0\u8425\u7684\u8fde\u7eed\u6027\uff0c\u5e76\u5f3a\u5316\u4e86CGN Mining\u5728CGN\u96c6\u56e2\u66f4\u5e7f\u6cdb\u7684\u6838\u71c3\u6599\u548c\u91d1\u878d\u751f\u6001\u7cfb\u7edf\u4e2d\u7684\u4e00\u4f53\u5316\u89d2\u8272\u3002","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":"78144","title":null,"description":null,"keywords":null,"keyphrases":{"focus":{"keyphrase":"","score":0,"analysis":{"keyphraseInTitle":{"score":0,"maxScore":9,"error":1}}},"additional":[]},"primary_term":null,"canonical_url":null,"og_title":null,"og_description":null,"og_object_type":"default","og_image_type":"default","og_image_url":null,"og_image_width":null,"og_image_height":null,"og_image_custom_url":null,"og_image_custom_fields":null,"og_video":"","og_custom_url":null,"og_article_section":null,"og_article_tags":null,"twitter_use_og":false,"twitter_card":"default","twitter_image_type":"default","twitter_image_url":null,"twitter_image_custom_url":null,"twitter_image_custom_fields":null,"twitter_title":null,"twitter_description":null,"schema":{"blockGraphs":[],"customGraphs":[],"default":{"data":{"Article":{"id":"#aioseo-article-67073429edeea","slug":"article","graphName":"Article","label":"Article","properties":{"type":"BlogPosting","name":"#post_title","headline":"#post_title","description":"#post_excerpt","image":"","keywords":"","author":{"name":"#author_name","url":"#author_url"},"dates":{"include":true,"datePublished":"","dateModified":""}}},"Course":[],"Dataset":[],"FAQPage":[],"Movie":[],"Person":[],"Product":[],"ProductReview":[],"Car":[],"Recipe":[],"Service":[],"SoftwareApplication":[],"WebPage":[]},"graphName":"BlogPosting","isEnabled":true},"graphs":[]},"schema_type":"default","schema_type_options":"{\"article\":{\"articleType\":\"BlogPosting\"},\"course\":{\"name\":\"\",\"description\":\"\",\"provider\":\"\"},\"faq\":{\"pages\":[]},\"product\":{\"reviews\":[]},\"recipe\":{\"ingredients\":[],\"instructions\":[],\"keywords\":[]},\"software\":{\"reviews\":[],\"operatingSystems\":[]},\"webPage\":{\"webPageType\":\"WebPage\"}}","pillar_content":false,"robots_default":true,"robots_noindex":false,"robots_noarchive":false,"robots_nosnippet":false,"robots_nofollow":false,"robots_noimageindex":false,"robots_noodp":false,"robots_notranslate":false,"robots_max_snippet":"-1","robots_max_videopreview":"-1","robots_max_imagepreview":"large","priority":null,"frequency":"default","local_seo":null,"breadcrumb_settings":null,"limit_modified_date":false,"ai":{"faqs":[],"keyPoints":[],"titles":[],"descriptions":[],"socialPosts":{"email":[],"linkedin":[],"twitter":[],"facebook":[],"instagram":[]}},"created":"2025-09-30 06:43:58","updated":"2025-10-02 23:33:25","seo_analyzer_scan_date":null},"uagb_featured_image_src":{"full":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"thumbnail":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2-150x150.png?wsr",150,150,true],"medium":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2-300x177.png?wsr",300,177,true],"medium_large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"large":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"1536x1536":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false],"2048x2048":["https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2024\/01\/2.png?wsr",652,385,false]},"uagb_author_info":{"display_name":"Keith Tan","author_link":"https:\/\/www.kgieworld.sg\/research\/author\/keithtan\/"},"uagb_comment_info":0,"uagb_excerpt":"\u65b0\u52a0\u5761\u80a1\u7968\u63a8\u8350 | \u9999\u6e2f\u80a1\u7968\u63a8\u8350 | \u7f8e\u80a1\u63a8\u8350 | \u884c\u4e1a\u677f\u5757\u8868\u73b0 | \u4ea4\u6613\u9f99\u864e\u699c \u7f8e\u56fd \u9999\u6e2f \u00a0 ^ Back To Top \u5929\u7136\u7164\u77ff\u96c6\u56e2 (GERL SP)\uff1a\u53d7\u7164\u70ad\u4ef7\u683c\u63a8\u52a8 (Source: Bloomberg) \u00a0 \u6d77\u5ead (STM SP): \u52a0\u5f3a\u5229\u6da6\u7387\u4e0e\u591a\u5143\u5316\u589e\u957f (Source: Bloomberg) CGN Mining Co Ltd. (1164 HK)\uff1a\u94c0\u4ef7\u53cd\u5f39 \u94c0\u671f\u8d27\u4ef7\u683c (Source: Bloomberg) (Source: Bloomberg) \u6d1b\u9633\u683e\u5ddd\u94bc\u4e1a (3993 HK)\uff1a\u94dc\u4ef7\u548c\u91d1\u4ef7\u5448\u4e0a\u6da8\u8d8b\u52bf \u4e2d\u56fd\u4e0a\u6d77\u94dc\u73b0\u8d27\u4ef7\u683c\uff08\u5143\/\u5428\uff09 (Source: Bloomberg) (Source: Bloomberg) Centrus Energy Corp. (LEU US)\uff1a\u6838\u80fd\u9700\u6c42\u589e\u52a0 (Source: Bloomberg) \u5361\u6885\u79d1&hellip;","_links":{"self":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/78144","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/comments?post=78144"}],"version-history":[{"count":3,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/78144\/revisions"}],"predecessor-version":[{"id":78263,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/posts\/78144\/revisions\/78263"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media\/38071"}],"wp:attachment":[{"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/media?parent=78144"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/categories?post=78144"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kgieworld.sg\/research\/wp-json\/wp\/v2\/tags?post=78144"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}