褰撳墠浣嶇疆: 棣栭〉 >> 姝f枃
鎸▉Kontali銆丳aretoSecurities瀵逛笁鏂囬奔甯傚満鍙婁紒涓氬闀跨殑鏈鏂伴嫻?/h3>
Kontali銆丳areto Securities棰勬祴錛屼笅鍗婂勾涓夋枃楸間駭閲忓皬騫呮仮澶嶏紝鐜拌揣浠鋒牸鐣ヤ綆錛屽悎綰︿環鏍艱蛋楂樸?/p>
銆銆浣滆? Dan Gibson
銆銆緙栬瘧/ 鑳¤礬鎬?/p>
銆銆2022騫翠笁鏂囬奔澶╀環甯傚満鐜拌薄鎴愪負浜嗗寳澶цタ媧嬫搗浜у搧璁哄潧(NASF)璁ㄨ鐨勭劍鐐癸紝鑰岃繘鍏ヤ笅鍗婂勾鍚庯紝鎸▉甯傚満鍒嗘瀽鏈烘瀯Kontali鍜孭areto Securities(甯曠瘡鎵樿瘉鍒?鍒嗘瀽甯堣〃紺猴紝鍏ㄧ悆涓夋枃楸間緵緇欏皢鍛堢幇灝忓箙搴﹀闀匡紝渚涗笉搴旀眰鐨勫眬闈㈡湁鏈涘緱鍒扮紦瑙c?/p>
銆銆Kontali棣栧腑鍒嗘瀽甯圧agnar Nystoyl琛ㄧず錛氣滀笅鍗婂勾鎴戜滑灝嗕細鐪嬪埌錛屽ぇ澶氭暟鍏繪畺浜у尯灝嗕粠浜ч噺鏄捐憲涓嬮檷杞悜閫傚害澧為暱銆傗?/p>
銆銆鈥滄垜浠嫻嬶紝鍒頒簡絎笁瀛e害錛屾尓濞佷駭鍖哄皢鍚屾瘮澧為暱涓嶅埌5,000鍚紝嬈ф床鍏朵粬浜у尯灝嗗闀跨害5,000鍚紝鏅哄埄鍚屾瘮澧為暱7,000鍚紝鍔犳嬁澶у拰婢沖ぇ鍒╀簹鍚堣澧為暱2,000鍚ㄣ傜鍥涘搴︼紝嬈ф床浜у尯澧炲箙灝嗚揪鍒?0,000
銆銆Nystoyl琛ュ厖錛氣滀粖騫翠環鏍煎垱涓嬬邯褰曚箣鍚庯紝鍙兘浼氬嚭鐜頒竴浜涘競鍦洪渶姹傜殑涓柇錛岃繃鍘葷殑鍏釜鏈堬紝涓夋枃楸煎姞宸ヤ紒涓氱粡鍘嗕簡鐥涜嫤鐨勬專鎵庡拰緇忔祹鎹熷け銆傗?/p>
銆銆鈥?022騫村凡緇忚繃鍗婏紝鎴戜滑浼拌涓婂崐騫寸殑浜ч噺澧為暱鐜囦負-6%錛屽嚑涔庢墍鏈変笁鏂囬奔甯傚満鐨勯攢閲忛兘鍑虹幇浜嗕笅闄嶏紝浣嗕笅婊戠▼搴﹀悇涓嶇浉鍚屻傗漀ystoyl璇淬?/p>
銆銆浠庡悇甯傚満鏉ョ湅錛屼笂鍗婂勾淇勭綏鏂殑閿閲忎笅闄嶄簡50%浠ヤ笂錛岃屾媧插拰緹庡浗榪欎袱涓渶澶у競鍦虹殑閿閲忓垎鍒笅闄嶄簡6%鍜?%銆?/p>
銆銆鈥滀絾鐜拌揣閿閲忓茍闈炰笅闄?%鎴?%錛岃屾槸15%鑷?0%銆備竴涓噸瑕佸洜绱犳槸錛岀柅鎯呮湡闂撮浂鍞澘鍧楀崰鎹簡鏇村ぇ鐨勫競鍦轟喚棰濓紝騫墮氳繃鍥哄畾鐨勫悎鍚岃喘涔頒簡澶ч噺鍙敤鐨勪緵緇欍傞殢鐫槨愰ギ閰掑簵涓氬叏闈㈠紑鏀撅紝鍫傞鎭㈠錛屽湪榪欎竴騫曚笂錛屾秷璐硅呭氨瑕佷粯鍑烘洿楂樼殑浠d環錛屾墍浠ユ垜浠緢瀹規槗鐪嬪埌浠鋒牸浼犻掑埌槨愰ギ涓氬悇涓粏鍒嗗競鍦猴紝鏈緇堢敱娑堣垂鑰呬拱鍗曘傗漀ystoyl璇淬?/p>
銆銆鏈緇堬紝鐤儏緇撴潫鍚庯紝槨愰ギ闇姹傜殑鎭㈠閫熷害瓚呭嚭浜嗘墍鏈夊垎鏋愬笀鐨勯鏂欙紝鑰岀幇璐у競鍦轟笂鐨勪笁鏂囬奔鎬諱喚棰濈敋鑷蟲瘮鐤儏鍓嶈繕瑕佸皯銆?/p>
銆銆鈥滀笂娑ㄧ殑涓嶄粎浠呮槸浠鋒牸錛岃繕鏈夋垚鏈傞ゲ鏂欐垚鏈渶澶э紝瀹冩槸楗叉枡浠鋒牸鍜岄ゲ鏂欒漿鍖栫郴鏁扮殑緇撳悎銆備粎2021騫村拰2022騫達紝楗叉枡鎴愭湰鐨勬定騫呭凡杈懼埌榪囧幓10騫存定騫呯殑涓ゅ嶏紝鎴戜滑寰堝揩鐪嬪埌楗叉枡鎴愭湰涓婃定浜х敓鐨勫獎鍝嶄紶閫掑埌浠峰奸摼鐨勫悇涓幆鑺傘傗漀ystoyl璇淬?/p>
銆銆Pareto Securities璇佸埜鍒嗘瀽甯圕arl-Emil Johannesen璁や負錛氣滀笅鍗婂勾錛屾垜浠璁″皢浼氱湅鍒板競鍦虹殑杞彉錛屼環鏍間粠鐜版湁鐨勬按騫沖洖钀姐傚綋鐒訛紝鎴戜滑鍦ㄤ笂鍗婂勾鐪嬪埌鐨凬OK 100/kg鐨勭幇璐т環鏍煎彲鑳借繃浜庢瀬绔紝鏃犳硶棰勬湡榪欑浠鋒牸鑳藉惁緇存寔涓嬪幓銆傗?/p>
銆銆鈥滃敖綆″姝わ紝涓嬪崐騫寸殑浠鋒牸浠嶄細楂樹簬鐤儏鍓嶇殑姘村鉤錛屽洜涓轟笅鍗婂勾渚涘簲鐨勫闀胯繕涓嶈凍浠ユ弧瓚沖競鍦哄洖褰掑埌鏃╁墠鐨勬按騫熾傛垜浠皢浼氱湅鍒幫紝鐜拌揣浠鋒牸鐣ヤ綆錛屼絾鍚堝悓浠鋒牸浼氭洿楂樸傗滼ohannesen璇淬?/p>
銆銆鎸▉涓夋枃楸煎叕鍙稿競鍊間笂鍗?/p>
銆銆鈥滀粠鎸▉濂ユ柉闄嗚瘉浜ゆ墍鎸囨暟涓婄湅錛屼笁鏂囬奔涓婂競鍏徃鐨勮偂紲ㄤ竴鐩存槸鏈寮哄娍鐨勩傚嵆浣垮湪緇忓巻浜嗕竴浜涘姩鑽″悗錛屼笁鏂囬奔鍏徃鐨勮偂浠蜂粛姣斿勾鍒濅笂娑ㄤ簡綰?0%錛岃屽ゥ鏂檰鏁翠綋鎸囨暟瓚嬩簬騫崇紦銆傛墍浠ワ紝涓夋枃楸兼澘鍧楃粷瀵規槸鏈寮哄姴鐨勫弽寮癸紝濡傛灉鍐嶇湅鐪嬭繃鍘?0騫達紝涓夋枃楸艱涓氫竴瀹氭槸涓涓渶鍊煎緱鎶曡祫鐨勪駭涓氥傗滼ohannesen璇淬?/p>
銆銆鈥滆繃鍘誨嚑騫達紝璁稿鏂板叴嫻蜂駭浼佷笟涓鐩村湪鎸▉瀵繪眰涓婂競錛岀洰鍓嶅湪濂ユ柉闄嗕氦鏄撶殑嫻蜂駭浼佷笟鍏辨湁31瀹訛紝鐤儏涔嬪墠鍙湁15瀹躲備竴鏂歸潰錛岃澶氶檰鍩哄吇孌栧叕鍙稿笇鏈涘湪鎸▉涓婂競錛屽彟澶栵紝鎴戜滑榪樼湅鍒拌澶氬皬鍝佺鐨勫吇孌栦紒涓氳繘鍏ヤ簡濂ユ柉闄嗚瘉浜ゆ墍銆傚ゥ鏂檰嫻蜂駭浼佷笟鐨勫競鍊間竴鐩村湪涓婂崌錛屽浠婄殑鎬誨競鍊煎ぇ綰︽槸4,000浜挎尓濞佸厠鏈?402浜跨編鍏?銆傗滼ohannesen璇淬?br>
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銆銆鏈潵浜斿勾錛岄檰鍩恒佺宀稿吇孌栦駭閲忓崄鍒嗘湁闄?/p>
銆銆闈㈠濡傛绱у紶鐨勪緵緇欏闀匡紝鎶曡祫鑰呭闄嗗熀鍜岀宀?娣辮繙嫻?絳夋浛浠e瀷浜т笟浜х敓浜嗙浉褰撳ぇ鐨勫叴瓚o紝浣哖areto Securities璁や負錛岃繖浜涙柊鍏翠駭涓氳嚦灝戦渶瑕佷簲騫存椂闂達紝鎵嶈兘鐪熸瑙e喅渚涢渶璧ゅ瓧闂銆?/p>
銆銆鈥滄寜浜ч噺鐨勭粷瀵瑰艱綆楋紝浼犵粺鍏繪畺涓氫粛鐒舵槸璐$尞鏈澶х殑鏉垮潡錛屽敖綆″叾澧為暱鐧懼垎姣斿彈鍒伴檺鍒躲備紶緇熷吇孌栦笟鐨勫闀垮皢鏉ヨ嚜涓浜涙柊鍙戞斁鐨勮鍙瘉錛屽鎸▉鐨勪氦閫氫俊鍙風伅緋葷粺(traffic light system)銆傚鏋滀笁鏂囬奔閬椾紶鑲茬鍙栧緱紿佺牬錛岄ゲ鏂欎笉鏂敼鑹紝鍏繪畺鎶鏈彁楂橈紝楸艱櫛絳夌梾瀹沖鐞嗘柟寮忔洿鍔犳湁鏁堬紝浜ч噺涔熻兘灝忓箙鎻愬崌銆傗滼ohannesen璇淬?/p>
銆銆Pareto Securities棰勬祴錛?030騫村叏鐞冨ぇ瑗挎磱椴戜駭閲忓皢杈懼埌420涓囧惃錛屾渶榪?0騫寸殑澧為暱杈懼埌140涓囧惃錛屼絾浠呮湁涓鍗婁駭閲忓闀挎潵鑷紶緇熷吇孌栦笟銆?/p>
銆銆Johannesen棰勬祴錛?030騫撮檰鍩轟駭閲忓皢杈懼埌18.8涓囧惃錛岀宀稿吇孌栦駭閲?9涓囧惃錛屽皝闂紡嫻峰熀緋葷粺浜ч噺12.5涓囧惃銆傗滆屼笖錛岃繖浜涘闀胯繕鍏鋒湁鍚庢湡鏉′歡闄愬埗錛岄氳繃鏂版妧鏈潵鎻愰珮浜ч噺闇瑕佸緢闀跨殑鏃墮棿銆傛湭鏉ヤ笁鑷充簲騫達紝榪欎簺鏂版妧鏈甫鏉ョ殑浜ч噺澧為暱灝嗛潪甯告湁闄愶紝浣嗗鏋滅湅鍒板叓鑷沖崄騫達紝鍏舵綔鍔涜繕鏄潪甯告槑鏄劇殑銆傗?/p>
銆銆涓哄疄鐜?030騫翠駭閲忓闀跨殑棰勬湡錛孞ohannesen浼拌鍏ㄧ悆涓夋枃楸間駭閲忚繕闇瑕?,000浜挎尓濞佸厠鏈楃殑鎶曡祫錛岃繖鐩稿綋浜庡ゥ鏂檰嫻蜂駭浼佷笟鎬誨競鍊肩殑50%銆傗滄垜浠偗瀹氳涓猴紝浼犵粺鍏繪畺涓氬皢璐$尞澶ч儴鍒嗕駭閲忥紝浣嗗氨璧勬湰鏀嚭鑰岃█錛岄檰鍩哄拰紱誨哺鍏繪畺絳夊浐瀹氳祫浜х殑鎶曡祫瑕侀珮寰楀銆傗濓紙鏉ヨ嚜UCN鍥介檯嫻蜂駭璧勮錛?/p>
寰俊鎵竴鎵?br>鍒嗕韓鍒版湅鍙嬪湀
Kontali銆丳areto Securities棰勬祴錛屼笅鍗婂勾涓夋枃楸間駭閲忓皬騫呮仮澶嶏紝鐜拌揣浠鋒牸鐣ヤ綆錛屽悎綰︿環鏍艱蛋楂樸?/p>
銆銆浣滆? Dan Gibson
銆銆緙栬瘧/ 鑳¤礬鎬?/p>
銆銆2022騫翠笁鏂囬奔澶╀環甯傚満鐜拌薄鎴愪負浜嗗寳澶цタ媧嬫搗浜у搧璁哄潧(NASF)璁ㄨ鐨勭劍鐐癸紝鑰岃繘鍏ヤ笅鍗婂勾鍚庯紝鎸▉甯傚満鍒嗘瀽鏈烘瀯Kontali鍜孭areto Securities(甯曠瘡鎵樿瘉鍒?鍒嗘瀽甯堣〃紺猴紝鍏ㄧ悆涓夋枃楸間緵緇欏皢鍛堢幇灝忓箙搴﹀闀匡紝渚涗笉搴旀眰鐨勫眬闈㈡湁鏈涘緱鍒扮紦瑙c?/p>
銆銆Kontali棣栧腑鍒嗘瀽甯圧agnar Nystoyl琛ㄧず錛氣滀笅鍗婂勾鎴戜滑灝嗕細鐪嬪埌錛屽ぇ澶氭暟鍏繪畺浜у尯灝嗕粠浜ч噺鏄捐憲涓嬮檷杞悜閫傚害澧為暱銆傗?/p>
銆銆鈥滄垜浠嫻嬶紝鍒頒簡絎笁瀛e害錛屾尓濞佷駭鍖哄皢鍚屾瘮澧為暱涓嶅埌5,000鍚紝嬈ф床鍏朵粬浜у尯灝嗗闀跨害5,000鍚紝鏅哄埄鍚屾瘮澧為暱7,000鍚紝鍔犳嬁澶у拰婢沖ぇ鍒╀簹鍚堣澧為暱2,000鍚ㄣ傜鍥涘搴︼紝嬈ф床浜у尯澧炲箙灝嗚揪鍒?0,000
銆銆Nystoyl琛ュ厖錛氣滀粖騫翠環鏍煎垱涓嬬邯褰曚箣鍚庯紝鍙兘浼氬嚭鐜頒竴浜涘競鍦洪渶姹傜殑涓柇錛岃繃鍘葷殑鍏釜鏈堬紝涓夋枃楸煎姞宸ヤ紒涓氱粡鍘嗕簡鐥涜嫤鐨勬專鎵庡拰緇忔祹鎹熷け銆傗?/p>
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