---
canonical_url: https://www.stockexpertai.com/zh/stock/lysfy
last_updated: 2026-07-24T00:00:00Z
doc_version: "1.0"
language: zh
title: Lerøy Seafood Group ASA (LYSFY) — Stock Expert AI 的人工智能股票分析
description: Lerøy Seafood Group ASA (LYSFY)是一家全球性的海鲜公司，总部位于挪威，从事各种海鲜产品的生产、加工和分销。该公司通过其野生捕捞、养殖以及增值加工、销售和分销部门运营。
author: Sedat ANAK，创始人兼主编
publisher: Stock Expert AI
ticker: LYSFY
exchange: NASDAQ
---

# Lerøy Seafood Group ASA (LYSFY) — Stock Expert AI 的人工智能股票分析

> **来源:** Stock Expert AI ([https://www.stockexpertai.com/zh/stock/lysfy](https://www.stockexpertai.com/zh/stock/lysfy))  
> **Markdown 源:** https://www.stockexpertai.com/zh/stock/lysfy.md  
> **最后更新:** 2026-07-24T00:00:00Z  
> **免责声明:** 这不是财务建议。仅供教育目的。

Lerøy Seafood Group ASA (LYSFY)是一家全球性的海鲜公司，总部位于挪威，从事各种海鲜产品的生产、加工和分销。该公司通过其野生捕捞、养殖以及增值加工、销售和分销部门运营。

## 快速回答

LYSFY 代表 Lerøy Seafood Group ASA，一家 消费必需品 企业，价格为 $8.88（市值 $2.64B）。 该股票得分为 52/100，这是 Stock Expert AI 定量评分模型给出的中等评级。

Lerøy Seafood Group ASA 是一家挪威海鲜巨头，其历史可以追溯到 1899 年，专注于全球市场上的可持续海鲜生产和分销。该公司通过其整合的价值链（包括野生捕捞、鱼类养殖和增值加工）来区分自己，以满足不同的客户群体。

## 概览

- **Price:** $8.88 (+0.00 / +0.00%)
- **Market Cap:** $2.64B
- **Sector:** 消费必需品
- **Industry:** 包装食品
- **MoonshotScore:** 52/100 (Grade B)
- **P/E Ratio:** 23.69
- **Volume:** 1
- **ADR Home Country:** Bergen, NO
- **OTC Tier:** OTC Other

## 关于 Lerøy Seafood Group ASA

Lerøy Seafood Group ASA 于 1899 年在挪威成立，已从渔民的当地贸易站发展成为全球海鲜公司。该公司的业务分为三个核心部门：野生捕捞、养殖以及增值加工、销售和分销。野生捕捞部门涉及捕捞野生鱼类，而养殖部门则侧重于鲑鱼和鳟鱼的养殖。增值加工、销售和分销部门将原材料转化为可供消费者使用的产品，以 Norway Seafoods、Arctic Supreme 和 Lerøy 等品牌销售。这些产品包括熏制和腌制鲑鱼、鱼片、即食餐和面包屑产品。Lerøy 将其海鲜分销到世界各地的商店、餐馆、食堂和酒店，并在欧洲和亚洲市场保持强大的影响力。Austevoll Seafood ASA 持有 Lerøy Seafood Group ASA 的多数股权。

## 关键事实

- **CEO:** Henning Kolbjørn Beltestad
- **Headquarters:** Bergen, NO
- **Employees:** 4752
- **IPO:** 2014

## 业务内容

- 生产和加工各种海鲜产品。
- 从事野生捕捞作业。
- 运营鲑鱼和鳟鱼的鱼类养殖设施。
- 在全球范围内销售和销售海鲜产品。
- 将海鲜分销到各种渠道，包括商店、餐馆和酒店。
- 提供增值产品，如熏制鲑鱼和即食餐。

## 商业模式

- 整合的价值链：Lerøy 控制从鱼类养殖和野生捕捞到加工和分销的整个过程。
- 全球销售网络：该公司通过各种渠道在全球范围内销售其产品。
- 品牌组合：Lerøy 以多个知名品牌销售其产品。

## 投资论点

Lerøy Seafood Group ASA 因其整合的商业模式和全球市场影响力而成为一个有趣的投资案例。该公司对野生捕捞和养殖海鲜的关注提供了多元化和弹性。凭借 4.96% 的股息收益率，它提供了收入潜力。然而，82.10 的高市盈率和 1.1% 的低利润率需要谨慎。主要增长催化剂包括全球对海鲜的需求不断增长以及增值产品的扩张。潜在风险包括鱼价波动、环境法规以及鱼类养殖场的疾病爆发。投资者应密切关注这些因素。

## 增长机会

- 亚洲市场扩张：Lerøy 可以利用亚洲（尤其是在中国和东南亚）对海鲜不断增长的需求。中产阶级的崛起和对海鲜健康益处的日益了解正在推动市场增长。通过建立战略合作伙伴关系和分销网络，Lerøy 可以提高其市场份额。这种扩张可能会在未来 3-5 年内为收入增长做出重大贡献。
- 增值产品创新：开发新的和创新的增值海鲜产品，例如即食餐和方便的零食选择，可以吸引更广泛的消费者。在全球范围内，方便食品市场正在扩张，这受到忙碌的生活方式和不断变化的消费者偏好的推动。Lerøy 可以利用其加工能力和品牌声誉来占据该市场更大的份额。预计在未来 2 年内会推出新的产品线。
- 可持续水产养殖实践：投资于可持续水产养殖实践可以提升 Lerøy 的品牌形象，并吸引具有环保意识的消费者。对可持续来源海鲜的需求正在增长，这受到对过度捕捞和环境恶化的担忧的推动。通过实施负责任的养殖方法并获得认证，Lerøy 可以将自己与竞争对手区分开来，并获得竞争优势。这是一项持续的努力，需要不断改进。
- 垂直整合和效率：进一步整合其价值链（从鱼类养殖到分销）可以提高效率并降低成本。通过控制生产过程的更多方面，Lerøy 可以加强质量控制并提高对市场需求的响应能力。这可以带来更高的利润率和更强的竞争地位。这是一项长期战略，每年都会逐步改进。
- 战略收购和合作伙伴关系：寻求战略收购和合作伙伴关系可以扩大 Lerøy 的地域范围和产品组合。通过收购较小的海鲜公司或与已建立的分销商合作，Lerøy 可以加速其增长并进入新的市场和技术。这可能涉及在新地理区域的收购或扩大分销渠道的合作伙伴关系。预计在未来 3-5 年内会出现潜在的交易。

## 主要亮点

- 31.3 亿美元的市值反映了其在海鲜行业中的重要地位。
- 82.10 的市盈率表明，与收益相比，该股票可能被高估。
- 28.5% 的毛利率表明该公司在扣除销售商品成本后将销售额转化为利润的效率。
- 4.96% 的股息收益率为投资者提供了可观的收入来源。
- 0.72 的贝塔系数表明与整个市场相比，波动性较低。

## 竞争护城河

- 整合的价值链：控制整个生产过程可提供成本优势和质量控制。
- 品牌声誉：Lerøy 和 Norway Seafoods 等知名品牌可建立客户忠诚度。
- 运营规模：大规模运营可提供规模经济和有竞争力的定价。
- 可持续实践：专注于可持续水产养殖可提升品牌形象，并吸引具有环保意识的消费者。

## 竞争对手

- **[Calbee](https://www.stockexpertai.com/zh/stock/clbey):** 一家业务遍及全球的日本零食食品公司。
- **[Barilla G. e R. Fratelli S.p.A](https://www.stockexpertai.com/zh/stock/ebrpf):** 一家以意大利面和酱料而闻名的意大利跨国食品公司。
- **[Lion Corp](https://www.stockexpertai.com/zh/stock/liopf):** 日本家用和个人护理产品制造商。
- **[Maruha Nichiro Foods, Inc.](https://www.stockexpertai.com/zh/stock/mlfnf):** 一家从事加工和分销的日本海鲜公司。
- **[Nippon Ham Foods Ltd](https://www.stockexpertai.com/zh/stock/nhfof):** 一家专门生产火腿和加工肉类的日本食品加工公司。

## SWOT 分析

### 优势

- 从捕捞/养殖到分销的整合价值链。
- 具有已建立品牌的强大品牌认知度。
- 业务遍及全球，市场覆盖面广。
- 注重可持续水产养殖实践。

### 劣势

- 相对较低的 1.1% 利润率。
- 高市盈率可能表明估值过高。
- 易受鱼价波动的影响。
- 容易受到鱼类养殖场疾病爆发的影响。

### 机会

- 在亚洲市场扩张，海鲜需求不断增长。
- 增值海鲜产品创新。
- 进一步整合价值链以提高效率。
- 通过战略收购扩大市场份额。

### 威胁

- 日益严格的环境法规。
- 来自其他海鲜生产商的竞争。
- 气候变化对鱼类种群的影响。
- 货币波动影响国际销售。

## 催化剂(看涨情景)

- 持续：全球对海鲜的需求不断增长，尤其是在亚洲。
- 即将到来：可能扩展到新的地理市场。
- 持续：增值海鲜产品的创新。
- 持续：专注于可持续水产养殖实践。
- 即将到来：战略收购以扩大市场份额。

## 风险(看跌情景)

- 持续存在：鱼价波动影响盈利能力。
- 持续存在：环境法规影响鱼类养殖业务。
- 潜在风险：鱼类养殖场爆发疾病导致产量损失。
- 潜在风险：气候变化影响鱼类种群和水产养殖。
- 持续存在：货币波动影响国际销售。

## 领导层

**Henning Kolbjørn Beltestad** — Chief Executive Officer

Unknown. Henning Kolbjørn Beltestad serves as the Chief Executive Officer of Lerøy Seafood Group ASA, overseeing operations for its 4752 employees across its global seafood production, processing, and distribution network. His leadership is central to the company's strategic direction in wildcatch, farming, and value-added segments. Further details regarding his specific career history, educational background, or previous roles prior to his current position are not available in the provided data.

**业绩记录:** Unknown. Specific details regarding Henning Kolbjørn Beltestad's key achievements, strategic decisions, or company milestones directly attributable to his leadership at Lerøy Seafood Group ASA are not provided in the available source data. His role involves guiding the company's integrated seafood operations and market strategies, contributing to its ongoing performance and market positioning.

## ADR 分析

- **什么是 ADR:** Lerøy Seafood Group ASA trades as an American Depositary Receipt (ADR) Level 1, under the ticker LYSFY. An ADR is a certificate issued by a U.S. bank that represents shares of a foreign stock. For LYSFY, this means U.S. investors can buy shares of the Norwegian company without directly trading on the Oslo Stock Exchange. Level 1 ADRs are the simplest form, typically traded on the OTC market, and do not involve the company raising capital in the U.S. or needing to meet full SEC reporting requirements.
- **本国市场:** Lerøy Seafood Group ASA's primary listing and home market trading takes place on the Oslo Stock Exchange (Oslo Børs) in Norway, where its shares trade under the ticker LYSF. This is the main venue for its equity, reflecting its Norwegian origins and operational base.
- **货币风险:** Holders of LYSFY ADRs are exposed to currency risk primarily between the Norwegian Krone (NOK) and the U.S. Dollar (USD). The value of the ADR, when converted back to USD, can fluctuate based on the exchange rate, even if the underlying LYSF share price in NOK remains stable. Dividends paid by Lerøy Seafood Group ASA in NOK are converted to USD before distribution to ADR holders, meaning the USD value of the dividend can vary with currency movements, impacting the effective yield for U.S. investors.
- **ADR 级别:** LYSFY is a Level 1 ADR, which means it is typically traded on the OTC market and does not require the underlying foreign company to register with the SEC or file full financial reports. This level offers the easiest way for foreign companies to have their shares traded in the U.S. without the burden of extensive regulatory compliance. For investors, this implies potentially less transparency compared to NYSE or NASDAQ-listed stocks, and the ADRs are created from existing shares rather than new capital raises.
- **税务影响:** Dividends paid by Lerøy Seafood Group ASA to ADR holders are generally subject to Norwegian withholding tax. The standard withholding tax rate in Norway is typically 25%. However, this rate can be reduced for U.S. investors under the U.S.-Norway tax treaty, often to 15%, provided the investor files the necessary documentation with their broker. Investors should consult a tax advisor regarding the specific implications and reclaim procedures for foreign dividend withholding taxes.
- **交易时间差:** Trading hours for LYSFY on the U.S. OTC market generally align with standard U.S. market hours (e.g., 9:30 AM to 4:00 PM ET). In contrast, the underlying shares (LYSF) trade on the Oslo Stock Exchange, which operates during Central European Time (CET). This time difference means that when the U.S. market opens, the Norwegian market may already be closed or nearing its close, potentially leading to price discrepancies or delayed reactions to news originating from Norway.

## OTC 分析

- **层级说明:** LYSFY trades on the 'OTC Other' tier of the OTC market. This tier is for companies that do not meet the disclosure requirements of OTCQX or OTCQB, or that choose not to provide financial information to OTC Markets Group. Unlike stocks listed on major exchanges like NYSE or NASDAQ, which have stringent listing and reporting requirements, 'OTC Other' companies have minimal or no public disclosure obligations. This can result in less readily available financial information and potentially higher risk for investors due to reduced transparency and oversight.
- **披露级别:** The disclosure status for Lerøy Seafood Group ASA on the OTC market is 'Unknown' according to the provided source data. This indicates that specific financial reports or ongoing disclosures to the OTC Markets Group may not be consistently available or easily accessible to the public through these platforms. Investors would typically need to rely on filings made in its home market, Norway, for financial and operational updates.
- **流动性:** Trading LYSFY on the OTC 'Other' market can present liquidity challenges. These stocks often have lower trading volumes and wider bid-ask spreads compared to exchange-listed securities. This means investors might find it more difficult to buy or sell shares quickly at their desired price, potentially incurring higher transaction costs. The lower liquidity can also contribute to increased price volatility, as even small trades can have a disproportionate impact on the share price.

**风险因素:**
- Limited Public Disclosure: The 'Unknown' disclosure status means less financial and operational information is readily available, making comprehensive due diligence challenging.
- Lower Liquidity: Reduced trading volume and wider bid-ask spreads can make it difficult to execute trades efficiently and at favorable prices.
- Price Volatility: Lower liquidity and less transparency can lead to greater price fluctuations and potentially more speculative trading.
- Lack of Regulatory Oversight: OTC 'Other' companies are not subject to the same rigorous SEC reporting and governance standards as exchange-listed companies, increasing investment risk.
- Limited Analyst Coverage: These stocks often receive less attention from institutional analysts, which can result in less independent research and information for investors.

**尽职调查清单:**
- Verify the company's financial reports and disclosures, primarily from its home market (Oslo Stock Exchange filings for LYSF).
- Research the underlying company's business operations, market position, and management team through independent sources.
- Assess the trading volume and bid-ask spread of LYSFY to understand potential liquidity challenges.
- Understand the specific risks associated with Level 1 ADRs and OTC 'Other' trading, including currency and tax implications.
- Monitor news and announcements from the parent company, Austevoll Seafood ASA, for broader strategic insights.
- Consult with a financial advisor experienced in international and OTC investments.
- Evaluate the company's long-term growth prospects and competitive advantages within the seafood industry.

## 常见问题

### Lerøy Seafood Group ASA 是做什么的？

Lerøy Seafood Group ASA 是一家全球海鲜公司，生产、加工、销售和分销各种海鲜产品。该公司通过三个主要部门运营：野生捕捞、养殖以及增值加工、销售和分销。他们提供的产品范围从新鲜和冷冻鱼类到即食餐点，满足全球零售、餐厅和批发客户的需求。Lerøy 的综合业务模式使他们能够控制整个价值链，从而确保质量和效率。

### 分析师如何评价 LYSFY 股票？

由于 LYSFY 股票的场外交易上市和 ADR 1 级地位，分析师对该股票的覆盖范围有限。一般来说，分析师关注 Lerøy Seafood Group ASA 作为全球海鲜市场主要参与者的地位、其综合业务模式及其对可持续发展的关注。在评估股票的吸引力时，会考虑市盈率和股息收益率等关键估值指标。增长考虑因素包括在亚洲市场的扩张和增值产品的创新。投资者在做出任何投资决定之前，应进行自己的全面研究。

### LYSFY 的主要风险是什么？

Lerøy Seafood Group ASA 的主要风险包括鱼价波动，这可能会严重影响盈利能力。环境法规和鱼类养殖场疾病爆发也构成潜在挑战。气候变化及其对鱼类种群和水产养殖的影响是长期关注的问题。此外，货币波动会影响国际销售和收益。作为场外交易上市的 ADR，LYSFY 还面临与流动性有限和财务披露相关的风险。

## 数据来源

- Financial Modeling Prep (FMP)
- Stock Expert AI proprietary analysis

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