ΪʲôȯԴô

ΪʲôȯԴô

ȯԴĴọ̇ȯʶ

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

֤ȯʱ,ʷݽʾ:3·Aɴʱȶ


    ʽ3£3·Aôߣ֤ȯʱݱͳƣ2001ָ֤3·ݹ9Ρµ8Σռ52.95%Ƿߵһγ2009꣬3·ۼǷߴ13.94%һγ2008꣬3·ۼµ20.14%ȥ3·ݣָ֤ۼСµ0.59%
    300ָָ֤ƣʽƳ37ǡ5µǷߵһͬ2009꣬3·ۼǷ17.16%һҲͬ2008꣬3·ۼƵ18.91%ȥ3·ݣ300ָۼС0.09%
    СֵѵСҲ롣ʾ2006Сָ3·ݹ7Ρµ5ΡǷߵһγ2015꣬3·ۼǷߴ20.74%
    ҵָ3·ǵĸʲɡ2011ҵָ3·ݹ3Ρµ4ΡǷߵһγ2015꣬ԿƼΪĴҵܵгھ2015ߵ󣬶ҵɳִ
    ҵ棬20013·ۼǷһλҵ3ϰϰ϶ĻеӡزɫҵۼϰǷǰҵزзҵϰ࣬6ΣСҵȥ3·ݣõʳƷϡӰۼǷǰλмõָۼǷ5.18%ס
    3·ЩɳΪţݱͳʾ޳е¹ɣʮ3·ۼǷһĸУûгظĹƱǷһĸУǷСǹͨѶ20083·ۼǷ48.55%ͨѶ⣬Ƿλĸ3·ۼǷ50%ϣ5ֻۼǷǷһֻǵӣù20153·ۼǷ137.19%ڵ65дʷ¸ߺһֱµ¹ɼ60վ·
    3·ۼǷǰĸ1ֻڰг2Σ塣ù20093·Ƿڶλ20133·Ƿλ
    гʿΪ3·ѽΪȫᡱҪʱ䴰ڣص͸ɻ϶࣬ظɻվϷڡ

ȫ,(300146)20193.56Ԫ 103.6Ԫ




    ȫ312Ѷ  300146䷢걨2019꣬˾ʵӪҵ52.62Ԫͬ20.94%й˾ɶľΪ3.56ԪͬΪ10.02Ԫÿ10ɷֽ3.6Ԫ˰

ΪʲôȯԴô

й֤ȯ,й̫(601601)»ͨƸθΪ˾ܲõ鰸



֤й֤ȯѶ ٣1110䣬й̫ƣ˾ڰ˽춭»ڶʮλ119㽭ٿɹ˾³ΰ֡鲢ͨˡƸθΪй̫ƽգţɷ޹˾ܲõ鰸ԼΪй̫ƽգţɷ޹˾ڰ˽춭»ᶭºѡ˵鰸
й̫ΪϺʿعҵͬʱҲй˾س򣬸й̫ܲһְڶ»֮ͨ׼
117磬Ϻйزȥй̫ڲʽԭϺʼܲøй̫ŵίǡ
9ĩԭй̫ίǡܲúº죬Ϊ̩֤ȯ³й̫ʱƣι˾ܲòӰ칫˾Ӫְ֮ܲǰ˾»ָ˾³ΰΪʱ˴ְܲȨ
Ÿĵλζй̫ӡ׺䡱ʱתΪ׸䡱ʱ
ҵʿΪϺʼΪϺҪĽڹƽ̨͹ʱӪƽ̨ΪˣӵзḻĽʱӪ鼰ԴʾڵϺʼ֮ܲǰͶʵҵͶʹ˾ͶĦϺеȵι߹ܡ
й̫2017궭³ΰκ󣬿ȫµս2.0תͼƻΧ˲š֡Эͬܿءؼʣڹؼڵĺšת2.0սԵƽй̫Ҳ˹ؼĹ֮ꡣ
ҵʿעǣڡ׸䡱ɵһ쵼ӵĴ£й̫˳ɡת2.0γŸרҵϸںʽķչ·ǰ

֤ȯձ,λ𵴴򿪼ֵͶʲִ 367ֻ͹ֵ͹Թؼ汸


    ߰չָٴγֵҵʿձΪ𵴲гֵ͹ԵĻмֵĵ͹ֵŹȻԶͷź󣬸չֳؼ汸ԡ֤ȯձгоͳƷ֣գй367ֻ¶̬ӯʵҵƽˮƽбҵԤϲձشг֡ҵ͹ֵŹɵص㣬϶ߡ
    23ֻɱ10%
    ֤ȯձгоĸͬ˳ͳƷ֣գ367ֻбҵԤϲɶ̬ӯʵӯʣֱ𱻲ͬá
    У197ֻʵ̶ֲͬȵǣУ23ֻڼۼǷ10%оܿƼڼۼǷ21.12%λ̳ɷݽڼۼǷ17.61%°ɷݡ졢ҩҵɷݡҩҵ⡢궫šáҩɷݵȸڼۼǷҲΪֱΪ16.05%15.07%14.86%14.67%14.48%14.39%14.33%14.09%13.30%
    ʽ棬չ7ֻɴʽ1000Ԫϣֱҵ3292.65Ԫ̳ɷݣ2591.97Ԫӣ2142.52Ԫк磨1975.69ԪƼ1478.91Ԫ⣨1467.28Ԫͨװ1454.48Ԫϼ1.44Ԫͬʱҵ991.01Ԫɷݣ837.12Ԫ϶Դ767.44Ԫ޻ɷݣ739.50Ԫʤܣ717.97Ԫ㶫ͼ677.15Ԫ磨655.94ԪλԴ587.62Ԫҵ583.57Ԫ9ֻɴ󵥾Ҳ500Ԫϡ
    ҵ֤ȯʾԤƹ˾20182020ÿֱΪ2.75Ԫ4.79Ԫ6.01ԪӦ̬ӯʷֱΪ18108˾Ͷڣҵչ˳ɣ˾ͬʱӵȫ̳﮻ʯκԴά֡롱
    83ֻɹֵAˮƽ
    ֤ȯձгоĸͬ˳ͳƷ֣367ֻ͹ֵҵԤϲУչ*STѵϰ꾻ֱͬΪ6774.39%3682.00%2809.09%ؿƼ(832.00%)(830.00%)ɷ(751.49%)(532.30%)4ֻɾͬ
    Ҳ500%໹63ֻϰ꾻ʵͬȷ
    ֵ棬бԤϲУ83ֻ¶̬ӯʲҵƽֵAˮƽУ人̣4.824.842ֻбԤϲ¶̬ӯʾ5ʿΪйֵ޸ֵڴֹɷݡ*STɳǡʢչչ⡢ֽҵ7ֻ¶̬ӯʷֱΪ5.395.485.535.675.716.206.94
    ڻƽ֤ȯʾ˾ΪϵͷĿǰֵָڿɱȹ˾дڽϵˮƽӯʴҵй˾ͣҲǸù˾ˮƽҪҵάֵı£˾δҵڽǿ䡣δʲ˳ע룬˾ܹģҵһԤƹ˾2018-2020ÿֱΪ2.05Ԫ2.20Ԫ2.31Ԫ״θǸ衰Ƽ
    ѿ9ֻ
    ֤ȯձгоĸͬ˳ͳƷ֣367ֻ͹ֵԤϲУ170ֻɽ30ܵ衰롱֡ȿУ³19ң磨16ңͩɷݣ15ң½ģ13ңɷݣ12ң㽭ʢ12ңˮࣨ11ң11ң³10ң9ֻɾܵ10ܵƼ⣬°ɷݣ9ңȻ̩(9)к(9)ڰ(8)ԴϿ(8)к(8)(7)Ϋ(7)ˮ(7)Ƽ(7)ӹɷ(7)11ֻɵҲöһ
    ڻ³֤ȯʾúƷɱй̶ʲռȽϸߣ۾ɴľ޴ֽǹ˾ɳĻʯͼԤں͹ʱ֧ȷ˾ҵ಻ƣֵԽڡԭϼ۸񻷱½˾ӯϵ˾20182020ӯԤֱ32.0Ԫ35.4Ԫ40.1ԪۺÿֱΪ1.97Ԫ2.19Ԫ2.48Ԫ201811ӯʣά22.0ԪĿۺ͡롱

֤ȯΪʲôȯԴô

֤ȯձ,(300304)ļͶĿ ԪļƵ




  20165.5ԪǹļʽԭίƹģĻϣӴʽļʽƲƷͶ롣
WINDͳƣ2017112018624գۼƳƲƷΪ43Ϲϼ20.42Ԫ2016걨й˾¶ίƲƷ4Ϲϼ3.8Ԫ
ռȳ17%
20171·ݣ»ͨ˾ӹ˾ʹöȺϼƲ6ԪʽԽϸߡͶʻرԽϸߵƲƷʹöȺϼƲ3ԪļʽֽڱƲƷ
ͨ£2017324գ6000Ԫ¼Ԫڻɷ޹˾ŵ2ŵһʲƻƲƷͶΪ¡2017걨ʾ6000ԪͶʵ120.99ԪͶ档
˺һʱڣ˾ƵƵƲƷع档WINDͳʾ2017112018624գۼƳƲƷĸΪ43Ϲϼ20.42Ԫ
2017걨ʾȥȫʵӪҵԼ6.41Ԫй˾ɶľԼΪ1.41Ԫͬ28.35%2017깫˾ʵ2488.45Ԫռıس17%ۼԼڹȨͶ2017깫˾й˾ɶľΪ1.12ԪͬΪ12.77%
Խ˾ɼ۵µ̬ƣвͶڻƽ̨϶Թ˾ͶһɣͬʱʽӦڷչӪҵֹƱ
»ڽܡ֤ȯձ߲ɷʱδһȷ̬ʾ˾ʽʹøʱڵ㶼ÿƻģĿǰ˾ƲƷͶҪΪʽļʽ飬ļʽ湺ƲƷڴౣ3¡6ʱ䣬IJ1ꡣͶʶϣ3µ6¶ƲƷͶܶ2Ԫҡ
ĿͶʽȲ3%
ڽܡ֤ȯձ߲ɷʱʾй˾ѡƲƷһĿȡֻ֮ҪΥع涨޿ɺǣԶҵͶƣ߰ΪͶʣͶΪȡܻҵķˣҵԶչ
ԿƵļʽʽƣļͶĿͶʽȻŹƣҵӰҵ֮ӡ
2015715գ¶ǹзǹв3300ɣļʽܶ5.5ԪڴʳöԴõϵͳҵҵ⼰ĿͶʡ20171231գļͶĿͶʽ£3.35ԪʳöĿͶʽΪ2.19%1.2ԪԴõϵͳҵĿͶʽ51.95%8000Ԫҵ⼰ĿͶʽ29.05%
ճʼƻļͶĿﵽԤʹ״̬ʱΪ20171231ա2017127գٽĿ깤ŵޣ"ʳöĿ"220191231깤Ŀ120181231깤
ĿͶʽԵ˻ұʾ"ж෽أлԺ󣬹ĿƵͣܵһӰ"
ɷУҸ߼ߣĿǰʳöĿѾⶥ2018׽㹤̿ĿͶʽԤƽﵽ30%2018"ԴõϵͳҵĿ"Ͷʽȣ˾ڻƽ̨ϻظͶ߱ʾ2018331ĿͶʽΪ55.48%201751.95%Ͷʽ˲Ͷ롣
2017915գ˾һڣ2017-2019꣩ԹƱƻ涨ԹƱѾɾͣȷ2017914Ϊգ183˼еĹ˾Ʊ۸Ϊ4.33Ԫ/ɡ2018622̣˾ɼΪ4Ԫ/ɣѵƹȨ۸

֤ȯΪʲôȯԴô

֤,ɭ(002818)ĹȨͶʻɹ̵Ǽ




    ֤Ѷ أ96䣬ɭ002818ƣ201895գ˾ϺӺͶʹ޹˾ϺǼҾҵչ޹˾人Ҿ޹˾ϺϲӯŽ޹˾жͶ޹˾޹˾ѰҵͶʹ޹˾ϵʤҾҵ޹˾ȻڳɶʽǩˡʱɶȨͶʻϻҵ޺ϻϻЭ顷201896˹עǼ
    ܹģΪ10Ԫй˾Ϊ޺ϻˣLPʽϽɳ26000Ԫʣʽ뷽Ͻɡ
    ˾ʾ˾βȨͶʻϹ˾սԷչҪͨƽ̨ɳϺͽҵԴʽƼרҵ飬ھҾҵĿԴͶʻᣬڹ˾ץסгչʽţͲҵգչҵսԲ֣һ˾ӯۺϾƶ˾ȶչ

ܵܵܵ900ȯ5.6900ȯ5.6900ȯ5.6ȯȯżȯȯżȯȯżʲô˼ʲô˼ʲô˼άֵʽάֵʽάֵʽȯȯȯȯƷתȯƷתȯƷתȯʶȯʶȯʶ100Ͷ100Ͷ100Ͷȯȯҵȯȯҵȯȯҵ500Ͷ500Ͷ500ͶӶ̫Ӷ̫Ӷ̫1000Ͷ1000Ͷ1000Ͷ777202120212021700Ͷ700Ͷ700ͶӶӶӶ500ȯ5.6500ȯ5.6500ȯ5.6۹ɽ̫۹ɽ̫۹ɽ̫޷½ͬ˳޷½ͬ˳޷½ͬ˳ȯȯȯּӶּӶּӶ800Ͷ800Ͷ800Ͷôôô۹ͨ۹ͨ۹ͨ6000ȯ5.46000ȯ5.46000ȯ5.4ԼȯԼȯԼȯ5.995.995.99ȯԴôȯԴôȯԴôɢڵȯɢڵȯɢڵȯ1000ȯ5.41000ȯ5.41000ȯ5.4400Ͷ400Ͷ400Ͷɢȯôôɢȯôôɢȯôô200Ͷ200Ͷ200ͶΪʲôûȯΪʲôûȯΪʲôûȯ50Ͷ50Ͷ50Ͷ100Ѷ100Ѷ100Ѷ80Ͷ80Ͷ80ͶȯȯƵҵȯȯƵҵȯȯƵҵƴƴƴǧ3ӶͶǧ3ӶͶǧ3ӶͶ۹ͨӶǶ۹ͨӶǶ۹ͨӶǶ60Ͷ60Ͷ60Ͷôʽ˺ôʽ˺ôʽ˺ȡԪôȡԪôȡԪôӶǶӶǶӶǶ800ȯ5.6800ȯ5.6800ȯ5.666670Ͷ70Ͷ70Ͷ

֤,ST(600518):ҽҩսԺЭȷչ




֤Ѷ ST(600518) 919¶Ʊ춯ʾƣ˾صյ֤ᡶгȸ֪顷˾عɹɶʵҵеĹ˾ɷѺϸߣգ˾عɹɶʵҵۼѺеĹ˾ɷΪ 16.21ڹɣռй˾ɷ99.53%˾ҽҩ޹˾ǩġսԺЭ顷ȷչԹ˾شӰ졣
ͬʱ˾һѹ2019630գ˾ʽ4.78Ԫ˾Խšһڣ20191231գڵծ183.27Ԫд115.77Ԫծʹ67.5ԪѶҸ67.5Ԫգ˾ծѰڳ˾ͨ;ʽ룬ڶصӰ죬ʽһIJȷԡ
⣬˾ծȯµ˾ծȯг֤ȯ޹˾˾õȼAµBBB"15ծ""1801""1804"ծõȼAµBBB˾弰ծõȼܽ۲

֤ͨȯ,ҽҩҵܱ:27.8Ĺֵ ಼ֵ


    гڿҽҩº͹ĸĴ򲻱
    ҽҩıDZϵ̴ְҶҽҩгĸIJȷԴɡΪ¼ֻҽҩҵٻع鵽͹ֵˮƽְ񲢲ıг򡣱ϣгʽĴתƵҵ¡гҽҩº͹ĸĴ򲢲Ϊ˵־תơ෴ģԾʽҲȡȻҩҪŷгٴĿ飬ձɹҩҩһϵӪ
    ȫҽҩҵֵʷ6·ݣཨʱ
    ȫҽҩҵTTM-PE27.820089-11µ27.1/21.9/25.120121º3·ݵ26.927.2Ŀǰʷ6͵·ݡܶҵPEGС1ҵֵĵײཨֵʱҪʼֹ
    ѡ˼·䣻辯ҵٵķ
    ѡ˼·ȻǣҽƷҵҩҵһ۲ҵҪҵٵķգҽƷķվĽͣӷDZѣѡҽƷ񣩵裨ҽƣҽҩҵ߼˳ģҽ֧ϵͲҪעһгʽĹֵ»гҩĵǣҩҽԹڴҩҵij⣬ĿǰҩĹֵƫһгҵֵ»Ҳǵǵءһ۱ǴͳҵֵѸߺںʹü۸ϵ»Ժ׬ֵǮ׬ǮΪ
    صƼͨҩҵԾҽơҽơɽҩҵһõȡ
    ʾͣӾ磻ҩһгֵ»

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