ԣͬתծ072831Ͷʼֵһ

2020-04-07 10:08:10 С˼

ԣͬתծ깺AA+йģ14Ԫ޵£Ʊ15.3%תɼµɣĿǰתɼֵ96Ԫ

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ծΪ93.31ԪYTMΪ2.45%ԣͬתծΪ6꣬ծΪAA+ƱֵΪ100Ԫһ0.40%ڶ0.60%1.00%1.50%1.80%2.00%ؼ۸ΪƱֵ110%(һϢ)ծ6AA+ҵծ(2020-4-2)3.6589%Ϊʹ㣬ծ׼ֵΪ93.31ԪծӦYTMΪ2.45%һծױԡ

ƽΪ95.88ԪתΪԷн֮ 6ºĵ 1 תծֹʼתɼ23.52Ԫ/ɣԣͬƼ(002831.SZ)2020-4-2̼Ϊ22.55ԪӦתծƽΪ95.88ԪԣͬתծΪ10/2090%Ϊ15/30130%Ϊ3070%תծöͶ߽Ϊ

ܹɱϡΪ6.36%ԣͬתծ(128104.SZ)ʼתɼ23.52Ԫ/ɽתɣתծжܹɱ̵ͨϡͶȷֱΪ6.36%6.37%ɱ̯ѹһ㡣

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˾ǹֽӡˢװҵͷгҪΪӡ̾ơߵױƷҵ˾ҪƷΪֽʰװֽСϡǩܲģкĻӡˢƷȡУֽʰװƷΪƷС˵ֽȣܲģвƷΪƬޡĤͷȣϲƷΪױƷջƷȾõȲƷܽĻӡˢƷΪԻӡˢƷֽӡˢƷ͹Ʒ

ֽʰװҵΪҹװҵֵҵжȽϵ͡йҪİװƷѹԼڹ2009꿪ʼйװҵֵܲձΪȫڶװҵֽʰװԭԴ㷺ռƷɱؽϵ͡ˡڴͻյƣİװϡֽӡˢװҵ׼żϵͣСҵ϶࣬ڳ־ҵеͶ˰װΪ;ڸ߶򣬼ӵи߶Ʒƿͻ߾߷ʴҵԽ٣ҵжڹڵͶ˰װԸߡ

˾ƷҪͻΪ֪ƷҵΪΪȹ˾ṩƷװ񡣹˾ҵӵһ߶˿ͻѵҵĻΪӲѷ̲ҵĴ̡׾ҵϽѡ󽡿ҵĶױƷҵĵϰµȡ˾ֱӻͨʿ֪Ϊն˿ͻṩƷͷ񣬲Ʒܹ˿ͺ˾Ⱥ䷢ġѺȫӦ̼½ǰ䷢ġӦA֤䷢ġɫ֤Ϊ䷢ġ㽱ЭͬϽ AӦ̡ѷ㹩ӦA

˾ǹ߱ṩװҵ걻Ϊȫӡˢҵһ2016-2018꣬˾겢Ȩ־ӡˢˡΪйӡˢҵ100ǿаȫӡˢҵһĿǰҹڰװҵжڷƫͣڻѹ£ҵģרҵչơ

˾ͨзҴԼⲿвѧкȷʽϵз¡ĩ˾ڡϺݡ̨ȹҺ͵зġ˾˰װרҡ˾зȡ˷˶Ŀгɹ˾뻪ѧѧоԺһһԺУо˺ϵʵֲѧһ廯Ч

תծļʽ軷ֽĿװгȫ򻷱ʶǿ߲սȥϻΪƣֽϼݲƷõԶڹгռ䡣ĿǰֽܲƷѿʼٳɳڣڳ̾δγɣ˾ջֽ˷ḻӪ飬ڸڽϴսԻᡣŵƽ̨ѾʼʹûֽܲƷгѸΪ;໷ֽܲƷṩгռ䡣

ֲƷƷС˵顢ֽϼռӪҵ90%ϡ17A/18AʺС˵顢ֽϼռΪ9342%/89.69%ëռΪ94.24%/91.76%ʺС˵顢ֽƷëʵı䶯Թ˾Ӫҵëʱ䶯Ӱϴ󡣹˾ҪƷƷС˵ضͻضƷ˹˾Ÿݡԭƶҵƻ۲ȡֱ۷ʽ꣬˾ۺë½Ҫԭϰװֽֽ۸ǵɱӡ

˾19ҵ˾ҪƷӪձȽȶռ»19꾻Ԥ10.59%2018ꡢ2019ǰȹ˾ֱʵӪ85.78Ԫ63.46Ԫͬ23.47%16.35%;ֱʵֹĸ9.45Ԫ6.08Ԫͬ1.47%12.13%2018ꡢ2019ǰȹ˾ëʷֱΪ28.50%30.42%ë޸˾к屣ȶ10%ϡ˾ڼ屣ȶвù׽ϴз˾19ҵ챨Ԥ2019ʵֹй˾ɶľΪ10.46Ԫͬ10.59%

ָֽ귽棬3ֽȾ90%ң۲ƷܼʱתΪֽ빫˾ӳ˾ӪҵȡֽǿϸߡӪָ귽棬2019ӦƱݼӦ˿ϴռʲԼ30%Ҫԭǹ˾ӣӦ˿澻ռʲؽΪȶ˾2018ĩǰʮͻ19630ǰȫջأ˷սСʽģԸǵгģչԤڡ˾ʲת½Ҫǹ˾ϵչ人ءϺայ½ʲģӡծָ귽棬˾ʲծ48.47%ԸҵƽںΧ;ʺٶԵҵƽˮƽծҪɶڽɣȫԽϺá˾ROE۾ʺʲתӰϴ۾ʵ½ֽйأȨΪȶROE۾ʺʲת»

ɵǰP/E 19xP/B 3.1xʷֵλ;ֵ199Ԫͨ198Ԫ180ʷʻȶ100%~120%֮䣬ԽϺá

Ԥԣͬתծռ۸120-123Ԫ֮䡣ԣͬƼ2020-4-2̼22.55Ԫ㣬ǰԣͬתծƽΪ95.88ԪԵֵɲɽӥתծǰתʷֱΪ21%23%Ԥת23-25%֮䣬Ӧм۸120-123Ԫ䡣

Ԥǩ0.015%-0.028%ԣͬתծ깺Ϊ14Ԫ۱Ϊ80%ôͶߵ깺Ϊ2.8Ԫ깺Ϊ250ƽ깺Ϊ100Ԫǩ0.015%-0.028%֮䡣

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