Ϊʲôûȯ

Ϊʲôûȯ

СȯȯԴ٣Ҵọ̇ȯԴ࣬ʻ

Ӷ15.6%

ʱۣܾ
Ŀ ˵
ƱӶ ֮1 Ӷ
5.6% ʡǮ׬Ż
Ȩ 1.8һ 1.6ijɱ

ֻҪֽƣ׬ܸǾӶ

ѯӣʡǮ

QQ135-5384-956
΢źŻɨάӺѯ


ɨһɨ΢ѯ

µĸӶ

     2011100ʽ𣬼Ͽȯϼ150200ʲףÿؽ׶ƽ200 Ӷǧ1ÿ칱Ӷ2000Ԫһ250գ һӶ50,250Ӷﻹû8.35%ĸʣӶһ򱾽˵̫
     ּ鲻ãԭȯ̵ӶãͬʱȯҲûз񣬸ûʾʸ߷ͷϸ룬ȯ˸ߵӶֵǮ
     ԲѰҵҸӶ𳬵͵ȯңʡǮϾ׬ǮףʡԼġ


оϢƼռ磬ϢοͶзգҪ

ɽ֤ȯ,ʳƷҵܱ:18q1ҵ ҵ


    Ĺ۵:,ĸեˡҵȹ˾Ⱥ󹫲һ,ҵáĿǰ¶ҵԤİ׾ƹ˾,˳ũҵϽѡɽھơƹƾٳ50%,Ե30%,ͬʱһȴص,ǰƶӦ2018PE20-25,걨ܼ¶,ҵǿ߻,һ߻顣
    ҵƻع:г,,300ָ2.85%,3760.85,ʳƷҵ½1.08%,Ӯ300ָ1.77ٷֵ,28һҵ4ϸ,ƷǷ(1.59%),Ʒ(1.51%)(1.20%);ǻƾ(-2.40%),Ѿ(-1.01%)ζƷ(-0.10%)ɷ,Ȫơ(11.37%)ͳɷ(6.07%)˳ũҵ(4.37%)ݾƼ(4.00%)ӹɷ(3.63%)DZ֡lҵصݸ:۸,2018420,22ʡ()Ϊ17.46Ԫ/ǧ,ͬ½27.31%;()Ϊ10.20Ԫ/ǧ,ͬ½33.03%;()Ϊ25.06Ԫ/ǧ,ͬ½48.03%̼۷,2018411,ҹţʡ()ƽ۸3.46Ԫ/,ͬ½1.40%
    ҵҪżҪ:(1)ҵ2018һȱ,18Q1Ӫ14.92,ͬ31.22%,ĸ5.09,ͬ32.21%(2)ե˷2018һ,Ӫ5.1Ԫ,ͬ47.7%,ĸ1.1Ԫ,ͬ80.3%(3)ĸ2018һ,Ӫ16.3Ԫ,ͬ14.9%,ĸ2.8Ԫ,ͬ30.2%
    Ͷʽ;ڰ׾Ʒ,ĸ߶˰׾ơԼϿ졢ֵĴθ߶˰׾,עę́ҺϽѡɽھơžơӹɷ;ơƷ,ơ,ĵ,ͷҵ,עൺơ;Ʒ,Ԥͨҵͷ,ʳƷҵͷ,עɷݡζҵо¡ʳƷեˡ㡣
    ʾ:۾÷աʳƷȫաгת

ʢ֤ȯ,õҵ:ó߶ԼҵӰ 618ҵƷ۴


    ó߶ԼҵҵӰ,ڵӰ콫
    2018615,ó״칫ҷйڲƷ˰ϸ嵥,1102ֵƷ,Լܶ500ԪƷ25%˰嵥ڹҵ,롰й2025ҵй׻IJƷ,,Ҫպ졢Ϣͨżˡҵе²Ϻҵ嵥ͨƷ,ֻӻȡ
    ϸ嵥Ĺ,ӡ֤ǰڶóδϸڵж:˰,ҪԲҵֵì,쵼Ծ߱սҵΪԼҵƷΪҵ,似Ƚϸ,Ϊͳҵ,ڼ쵼Ես;,Ҫì,ҵԳΪδ˰ƵҪ򡣡
    ͬʱ,Ϊ˰嵥ھ߱ƷͷҵӰС,ȫó̬ƵԤڱ仯,ҪҵǿⱾڱ,ʵֺ⾭øռ걳µгȲ
    г,ԺΪйҵͷҵ,ͨⲢѾ˺ıӪ,⾭ӪʵռѾԱ꺣ҵͷķչ·,Ȼùڼҵͷδ,ȫ򻯷չ·ӹҵĶ,ھȻ
    5ܶ+8.5%,ע618ҵƷ۴Ԥڡ
    5ڶڴӰ,»ͳƾֹ20185·,Ʒܶ30359Ԫ,ͬ+8.5%,»,г(+9.6%)ȳг(+8.3%)1-5·,Ʒܶ149176Ԫ,ͬ+9.5%618ҵۼ,ȫҵԤȻʡݾͳ,18ҵ۶820ڡҵƷʻռ,Ԥ,ȫԤɱº̬ơҾʾ,618ǰ17,ɨػYOY+300%,ϴYOY+300%,ĦYOY+300%,ҵȻָȶȡ
    Ƕڼҵҵж,ԼͷɵҵȷԱ֤,Ȼάҵȷ:׵>>ɳСҵ缰>ڵ,ȷ,Ƽҵײ֡
    Ƽ׵ҵȷƷ:ļšൺǿѡҵȷͷ:TCL
    ʾ:ԭϼ۸仯;һʴ;ҵӾ硣

Ϊʲôûȯ

֤,½(002121)ڸͶ벻2Ԫ




    ֤Ѷ߻飩½ӣ0021211030乫棬˾ڸͶܶ2Ԫίд޲6£ɹ˾ʵʿ½ṩIJɳα֤ʾ½ӹɷѺΪ44.79%

ԭ֤ȯ,ҵ±:ƷǼ۱ עͷȾԼ66ҵ


    ؼҪ:
    20184·Żҵָµ3.97%,29һҵ15λҵ,ڡճطʰǷǰҪƷDzƷռȽ3·,ȼ顢PETƿ춡ȩҶǷǰ5·ݵͶʲԽעͷȾϺ66顣 ͶҪ: l гع:20184·Żҵָµ3.97%,Ӯָ֤1.20ٷֵ,仦 300 ָ0.51ٷֵ,ҵ29һҵ15λȥ1,Żָµ13.10%,ָ֤11.11ٷֵ,仦 300 ָ22.94ٷֵ,29һҵ20λ
    ҵعˡ25ҵ,ڡճطʰǷǰ,ֱ5.40%0.74%0.04%,ڡл衢ȼǰ,ֱµ17.38%5.85%5.53%ɷ,291ֻ,73֧Ʊ,200֧µкơɷݡ캣ɹɷݡ°ɷλǷǰλ,ǷֱΪ37.10%24.16%18.50%17.97%17.54%STȷ򡢹˵ؿƼԷɷݡɷݡǰ,µȷֱΪ60.35%27.10%26.00%23.48%22.41%
    Ʒ۸١׿Ѷٵ232Ʒ,98Ʒ,ǵı3·ǷǰķֱΪȼ顢PETƿ춡ȩҶ,ǷֱΪ11175%35%23%19%18%93Ʒµ,µı3½ǰķֱTDIͪάB1ᡢ,ֱµ25%20%16%16%15%
    ҵͶʽ顣άҵͬСͶ20185·ݵͶʲ,עͷҵ顢Ⱦҵ,Լ66ҵ,Ƽ͹(600583)ɷ(002353)йʯ(600028)㽭ʢ(600352)ɷ(600810)
    ʾ:ĸȵԤ;ȵԤڡ

֤ȯΪʲôûȯ

֤ȯձ,360ع簲ȫֵ 7Ԫӿ14ֻ


ϼν112乫棬ʲûйɷݷʽ504.16Ԫչ100%Ȩνɺ־ɿƼ޹˾нϼνܹɱ48.74%Ϊعɹɶܺtֱӳнϼν12.14%Ĺɷݣͨ־ɼӿ48.74%Ĺɷݣͨżӿ2.82%Ĺɷݣϼƿƽϼν63.70%ĹɷݣΪ˾ʵʿˡ
Դˣ֤ȯŴ֤ȯ֤ȯ֤ȯ֤ȯ̩֤ȯ֤ȯ6ȯǰзʾ簲ȫͷ360ǽϼνݻعAɶ԰ܹעԼֵֵڴУ֤ȯΪĿǰҵʳɳֵ30ңйֵлռ䣬оϢȫҵϢĹ˾ɳȷԽǿ360Ļع簲ȫĻעҵͷģصƼdzʿͨ硢Ϣ
Ŵ֤ȯΪ360ҹ簲ȫҵҲǻҵ֮һ˴λع齫Aг簲ȫ˾Ĺעȣע簲ȫġ
̩֤ȯʾ滢360Ϣȫҵͷ˾عAɽϢȫҵעȣֵע߱ƵϢȫ˾Ƽǰؿơ
֤ȯҲʾ360عAǿùϢȫҵķչƻϢȫΪҵƽ360ϢȫڹˮƽϢȫҵٷչش󣬶簲ȫγشãͷӭƼģdzǰؿơ̫ɷݡܹɷݡ˿ƼϼνݡϢȡ
г簲ȫ춯ԣ1.45%29ֻɷݹʵǣռȽ߳ɡɷ棬Źϼνݡп3ֻʵͣϢ4.43%˳Ϣ3.82%ʿͨ3.25%У3.13%˿Ƽ3.11%ܴ2.64%÷̩ŵ2.54%ض˼2.18%ȸǷΪ
ʽ棬հڹ14ֻʵִʽ룬ۼ6.99ԪŹ30488.68Ԫп⣨25171.59Ԫ˳Ϣ6331.72Ԫ޿Ƽ2440.06Ԫ˳Ƽ1493.39ԪϢ1323.68Ԫ6ֻɴʽ1000Ԫ⣬ջôʽ8ֻɷֱΪСϢض˼ܹɷݡ˼ӡ˿Ƽϼνݡŵȡ

֤ȯΪʲôûȯ

ȫ,(603960):ѳɹԴг




    ȫ1129Ѷ磨603960תծ·ȫٰ죬˾³̸ܾʿڱ·Ͻܣ˾ĿǰѳɹԴг豸㡢޵ԭ򣬲޷㹫˾չҪ˾ϣͨչԴĿƽԴĵ̣ͳٹͺģﵽܼšŷŵĿģԴ˴õЧ档
    Զװ빤ҵϵͳӦùӦ̣ڷDZװҵϵͳɵо죬Ʒ㷺ӦӡṤеҵ˾ƷΪԶ빤ҵϵͳӦú㲿ࡣ

ӶӶӶ1ԪѶ1ԪѶ1ԪѶȯƷתȯƷתȯƷתڻӶڻӶڻӶһʲô˼һʲô˼һʲô˼ȯҵ񵽵ʲôȯҵ񵽵ʲôȯҵ񵽵ʲôȯƷתȯƷתȯƷת202020202020ȯȯȯ۹ͨӶǶ۹ͨӶǶ۹ͨӶǶάֵʽάֵʽάֵʽ۹ͨ۹ͨ۹ͨɢȯôôɢȯôôɢȯôô5000ȯ5.45000ȯ5.45000ȯ5.4300ȯ5.6300ȯ5.6300ȯ5.6ȯԴôȯԴôȯԴôϢôϢôϢô100Ѷ100Ѷ100Ѷ5.995.995.99400Ͷ400Ͷ400ͶΪʲôȯûȯΪʲôȯûȯΪʲôȯûȯ800Ͷ800Ͷ800ͶETFͶETFͶETFͶ6663000ȯ5.43000ȯ5.43000ȯ5.4ƴƴƴ500ȯ5.6500ȯ5.6500ȯ5.6޷½ͬ˳޷½ͬ˳޷½ͬ˳15ô15ô15ô800ȯ5.6800ȯ5.6800ȯ5.6ͬ˳ͬ˳ͬ˳ʽʽʽ777Ӷ׼2020Ӷ׼2020Ӷ׼2020ԼȯԼȯԼȯΪʲôȯԴôΪʲôȯԴôΪʲôȯԴôȯȯƵҵȯȯƵҵȯȯƵҵȯʲô˼ȯʲô˼ȯʲô˼ȯʶȯʶȯʶǻ۹ǻ۹ǻ۹ͶͶͶ۹ͨ׷۹ͨ׷۹ͨ׷ƷתƷתƷתȯϢ㷽ȯϢ㷽ȯϢ㷽ּӶּӶּӶ200ȯ5.6200ȯ5.6200ȯ5.6ʧʧʧȯȯȯܷܷܷ

˲ƾ,俴:ָ0.93%ٶվ2800 йɻ


˲ƾѶ 928Ϣи߿̳ٳ߻䣬֮гʼȣСյȰĴ̼Уٶվ2800ҵָ̳ˮ̣ƽߺ𵴡ȣάȨ̺ͣعΥ汻֤飬һֵָֹ̣ͣ2817.73㣬Ƿ0.93%ָ8374.71㣬0.48%ָ1400.97㣬0.04%
ϿƵϡ۰ĴеȰǷǰƽ𡢹簲ȫֲҵҵȰǰ
ȵ飺
1۰İǿزͣɷݡ齭ʵҵ̩ɷݡɳӹɷݡҵ麣иάȨȸɾ֡
2а鲻ǿƽdz4%СҵСССССũҵеȸɷ׷ǡ

֤ȯ,(600548)2018Ȼ ÷ֹĿȡͻ




    Ӫ
    ·Ƚ·ŻҵṹQ3˾ʵӪ14.63/+7.27%9.43%˾泣˾ֱ17 4 º17 6 ϲΧ·ϼͬ2.19Ԫؽ˾182ϲΧϼʵӪ3.47Ԫ/+14.95%;շѹ··ͬ2.75%ҪڳȻܱ·Ƶءշѹ·ӪȽҵŻԹ˾ᶨչ·շҵľġ
    Ͷۣʼֵ䶯ʹٴӪ١Q3ʵͶ1.97Ԫ/+23.90%ҪΪչ󻷾ͶӼӪշѹ·Ӫ¡󻷾ȨÿɹͶԼ2 Ԫӵˮշҵ񣬿˾ҵ񣬲δչ⣬˾÷ֹĿȨȡͻơ725գٹõع˾һרҵزΪսͶߣ˾ǿ÷ֹĿĹӪĿԤ2019 꿪ʼת⣬Q3˾ʼֵ䶯1.18Ԫȥͬ1.61ԪԴұֵȷڹ߹ʼֵ䶯棬ϵٴӪٵҪԭ
    ʵ˫ҵ裬ԪͶδDZϴҵ棬˾һ̺շѹ·ҵƽ⻷Ŀ͹ؽ棬˾ˮԺ͵󻷾رźۺĿշĿƽУز棬ڶ׶κԤ19 20깤÷ֹسиĿΪսͶߡ
    Ͷʽ
    ҵƽ÷ֹĿDZڼֵϴ17 ֺ45.9%Ϣ3.6%Ԥ18-20EPSֱΪ0.84Ԫ0.88Ԫ0.98Ԫǰɼ۶ӦPEֱΪ10.1X9.5X8.6Xά""
    Ͷʽ
    ۾»ٹ·ӪԤڡչԤڡ

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