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

й֤ȯ,¡ɷ(002556)عɹɶ1%2%˾ɷ




    й֤ȯѶ񣩻¡ɷ13乫棬˾عɹɶջ¡Ͷ޹˾ƻԹڣͨɷķʽڼоۺʹڽ׵ȣֹ˾ɷݣֹɷݲڹ˾ܹɱ1%˾ܹɱ2%ּ۸12Ԫ/ڡ

,2020-02-05ȫ



Ԫɷ(300338):Ӵ߽ҵķչ
ȫ25Ѷ Ԫɷݣ300338Ͷ߹ϵƽ̨ϻشͶʱ͸¶˾δһϽѵҵںϣӴ߽ҵķչ

ΪʲôȯԴô

Դ,ҵܱ:¼ѹ гӰ þ


    ָµ9.20%,ָ֤ͬµ4.63%,ҵָµ7.08%,ָָ֤ҵָ1ϸְ,ܹ9.02%ĵһҵǵڶʮߡ2ǹľָ仯,֤ξӺ,ƽµ7.96%3Ӹɱ,鼰ξй˾,޳ͣƸɺ,ǷǰĸɷֱΪ(12.98%)չ(12.03%)˾(4.18%)ʯɫ(4.07%)̩²(2.03%)
    ܵǰĸɷֱйӦ(-19.25%)Ƽ(-18.92%)к(-17.01%)ʿͨ(-15.01%)к(-14.35%)
    ܹ۵:񲿶44йеλ¼Ӱ,ڳѹ,Ϊ,˴¼ԵϵҵӰ,ԺռӰ,Ϊ߻,ڻƲδı,ᶨг顣Ҿ嶩ת,ּоƻ,װҵҵ,ʵʶŲ,ú顣
    һ:ǿĿǹҵĺ־,ⲿ±仯,йǿĿȷһ,ҵĸĸ١
    Ԫ:1)ʽ,ҵҵͷšӱµ,ҵ컨岻,Ԥγɾ޴,ǿĿļٶ,ᵹƾҵܲ󲻶ͷ,ͬʱ,Ʒƥ,ҵȷҳ;2)߸ĸͻҼ,֧ҵֵ޸ĸ:ںϰԺơļʲ֤ȯ,ĸصʵͻ,߾ƫ,ȶҵĹֵ;3)ȵ¼ϴ߻,þ顣վ-16սγս,ִսֵ;ͬʱ½װڹʾ±-2018ȡɼ,վ½ٽӶʹþֽϸߵĹעȡ
    ԴоƼͶϵʮڵʮг:ܹͶϾ-9.27%,ۼ17.64%;ȡ-0.07%,ۼ58.64%;Ի300ȡ-3.42%,ۼ24.85%档
    ײ֧:Դʷֵõײ,ʱͨ118ıĵPEͳ,Եóǰ:ƽPE(TTM)Ϊ65,һƶƽPEΪ71,ǰֵʷֵˮƽ¡2018Q2زֵֹȨྻֵռΪ1.18%,2018Q10.99%;زֹռزֹɵıΪ2.99%,2018Q13.14%»,Դʷλ
    Ƽ:ᶨþ,ʢԵͷ,кɡһк硢кȡ
    ʾ:֧Ԥ;زԤ;ȵ¼߻Ԥڡ

̩,ɽҵ(600219)2017:ƷṹŻ Ӫ


    ά˾2017ǰ3ҵַԤڣԤƺ塢հȸ߶˲Ʒ½Ʒṹϸƣҵͷšά2017-2019EPSԤ0.23/0.36/0.47ԪάĿ5.76Ԫά
    ҵԤڣȩ̈ʾӪá˾2017ǰӪ/ĸ119.8/13.2Ԫֱͬ+20.6%/32.8%ҵַԤڣȩ̈ʾӪƣQ1/Q2/Q3ֱΪ20.3/24.2%/24.5%жϸҪԴڸ߶˲Ʒ塢հ塢﮵粭ȳʹƷṹŻҵͷţϰ꺽հͨ˾Ʒ֤ʵ
    ҵǼ߶˲ͷš1˾16ɶҵԼ82֣ҵԴӣֱǣݵԲÿ500Ԫ/֣˰˾2.64Ԫɱ䣩жȡů޲յ٣ٴοǣ2˾"20ֳϽĿ""1.4ִ;ģͼĿ"ĿĿǰδȫδŲͷŽ˾ӯʹҵһͷš
    ߻۴ǣ߶˰ķ
    ʾ۴

ȯΪʲôȯԴô

֤ȯ,ҽҩҵܱ:עƷ עشз


    ҽҩһع:ҵָϿ,ָָ֤֤300ҵ塢Сֱǵ-2.17%-2.26%-1.13%-1.46%-1.78%ҽҩ5.23%,Ӱ黯ѧԭҩѧƼҩƷҽҩҵҽеҽƷֱǵ-4.65%-2.88%-8.24%-5.16%-3.61%-2.79%-6.70%
    ҵص:,ҩƷලֹ˶ԳΥΥȮ,ԳڵİΥʵ,ҩƷලֳȮҩƷ׼֤ļ,永ƷƷǩϸ֤,1,203Ԫ,ʡʳƷҩƷලֵ䡶ҩƷ֤;ûΥ硢Υ18.9Ԫ,Υۻֵ72.1Ԫ,û91Ԫ,永ĸ߿ʮֱӸԱֱԱôҩƷӪ,¼ڽӽβ,永ҵ˳гζԳ↑91Ԫľ޶,˹Ҷ԰ȫ¼̶,ͬʱͨ鴦һ,ҩƷȫԵľʾ,ҩҵ,ҩƷİȫ,ȫʿߵҵսܵijʹҵ,һӰ,糧Ҫ,Ŀǰǩз,δܵ¼Ӱ,δҪصעҵڲľֱ仯Լܼǿҵķչ
    ص㹫:(1)ǷذƷ,ҵάֿ:˾2018,˾2018ǰʵӪҵ34.95Ԫ,ͬ354.44%,ʵֹĸ10.87Ԫ,ͬ280.95%;2018Q3ʵӪҵ14.23Ԫ,ͬ339.34%,ʵֹĸ4.04Ԫ,ͬ256.31%˾ҵάֿ,Ҫڹ˾ԲAC-Hib缰HPV,й˾20181-9·AC-Hibǩ480֧,Ԥȫ500֧;4HPVǰǩ380֧,Ԥȫ550֧;9HPVǰǩ30֧,ӦЧӦԡͬʱŹ˾״ǩ,ҵάָ̬ơ
    صƼ˾:(1)ҽҩ:ҽҩͷ,ذҩջ;(2)ҩ:ҵȽ,CROͷλԺ;(3):Ʒ,˾ٷչͨ;(4)ҽҩ:ȫҩеͨͷҵ,ҵάָ;(5)ҩһ:һ廯,Q2;(6)һ:ҽҩͷҵ,гչ˳
    ʾ:߷,гӾ,зա

ȯΪʲôȯԴô

֤ȯʱ,5 ʽ


    ֤ȯʱдý塰ݱͳƣ1012ջָ̱2606.91㣬23.46㣬ǷΪ0.91%ǵΪ-7.60%Aɳɽ1628.01ڹɣɽ14228.07ԪУӪҵʽĸ68ֻ뾻Ϊ11.73ԪʽAʽճ־״̬ʽ-994.32Ԫ9ʽ
    ʽı£ʽճ־״̬֤ȯʱдý塰ݱͳƣյУ46ֻɳ˻Ӱ16ֻƱֻ룬30ֻƱֻջǰֱŵʵҵɷݣʽ뾻ֱ0.42Ԫ0.32Ԫ0.20Ԫ⣬ǰɷֱиӷҵҩҵ, ʽֱ0.72Ԫ0.58Ԫ0.56Ԫ±ʾ
    
    ֤ȯ ֤ȯ ǵ(%) Ԫ) Ԫ) Ԫ ռɽ% ʽ𾻶Ԫ
    603538 ŵ   16.89       4187.13             0.00                4187.13                6.34              2569.39
    601588 ʵҵ -21.11      3183.46             0.00                3183.46                9.69              -10139.45
    002643 ɷ -8.11       3174.72             1215.67             1959.05                3.67              -3467.33
    300009  -1.14       1930.75             0.00                1930.75                3.70              311.29
    600848 Ϻٸ -17.72      1230.39             0.00                1230.39                2.96              -7888.46
    300180 峬 -7.94       873.83              137.96              735.87                 3.19              -1589.29
    603367 ҩҵ -5.84       727.85              0.00                727.85                 1.70              -1847.63
    300230 ɷ 13.63       353.37              0.00                353.37                 0.65              1065.02
    300745 Ƽ -4.20       221.94              0.00                221.94                 0.23              -792.44
    000007 ȫº   -26.18      155.48              0.00                155.48                 0.30              -8275.25
    002316 չ -22.70      151.44              0.00                151.44                 1.34              -2392.80
    600071 ˹ѧ -8.01       101.37              0.00                101.37                 1.69              -914.79
    300450 ȵ -18.00      2622.96             2542.98             79.98                  0.08              -3238.37
    300731 ƴԴ -0.49       288.29              228.65              59.64                  0.11              -1949.61
    300748  61.09       83.82               31.44               52.37                  1.43              3623.31
    000056 ͥ -11.63      44.99               0.00                44.99                  0.34              1906.04
    ͬʱյ½еУӪҵϴĸаСƼ̼ʽɣӪҵ1.51Ԫ߾Ӱס⣬ƼӪҵҲǰ
    Ӫҵ
    ֤ȯ ֤ȯ ǵ(%) ӪҵԪ) ӪҵԪ) ӪҵԪ ռɽ% ʽ𾻶Ԫ
    600816  -15.64      15132.22              0.00                  15132.22                 18.61             -1659.76
    002937 Ƽ 60.95       14082.66              5756.24               8326.42                  18.62             30443.34
    300749 ̼ 40.85       18015.26              12612.14              5403.12                  4.23              29619.20
    002745 ľɭ   -7.10       13501.07              8243.07               5258.00                  2.94              12528.65
    300216 ǧɽҩ 24.20       8880.46               4066.36               4814.10                  6.49              8037.34
    600545 ׿ -0.13       3800.66               0.00                  3800.66                  21.03             1644.80
    002877 Կ 13.04       9833.24               6254.32               3578.92                  6.12              4373.69
    002827  22.69       9497.77               6160.25               3337.53                  7.47              6443.03
    300647 Ƶ   0.00        4864.39               1717.31               3147.09                  5.17              5829.03
    300748  61.09       2962.64               56.58                 2906.06                  79.62             3623.31
    000662 ǻ 13.54       5857.67               3306.15               2551.53                  2.56              1069.82
    601011 ̩¡   11.63       4108.31               1573.98               2534.34                  1.50              171.12
    002486    16.92       3606.92               1152.71               2454.21                  3.47              4974.31
    002228 ˰װ -24.93      3791.31               1468.87               2322.45                  3.59              -5835.11
    300610 ɷ 8.94        3436.31               1171.81               2264.51                  9.11              2020.42
    002923 󶼹ɷ 4.23        5972.69               3762.43               2210.26                  2.66              2994.72
    300589 ͧ 15.52       5787.60               3722.53               2065.07                  4.02              5707.57
    600007 йó -6.39       1797.20               0.00                  1797.20                  17.29             -997.10
    300463  -19.49      2951.06               1184.55               1766.51                  4.20              1083.67
    000736 нز -4.34       2362.29               663.47                1698.82                  15.88             913.06
    ʾһЩĻӪҵʾʽھ룬ڼʽھ룬涼˵ЩܵʽڽӪҵ68ֻУʽͬھĸ38ֻĸΪƼ̼ľɭʽֱΪ3.04Ԫ2.96Ԫ1.25ԪʽȽϴĸнšƼ̼ȷֱߴ99.28%68.09%23.16%
    ʽ
    ֤ȯ ֤ȯ ǵ(%) Ԫ) ռɽ% ʽ𾻶Ԫ ȣ%
    002937 Ƽ 60.95       8289.33                 18.54             30443.34             68.09
    300749 ̼ 40.85       5403.12                 4.23              29619.20             23.16
    002745 ľɭ   -7.10       5258.00                 2.94              12528.65             7.01
    002919  6.25        1402.81                 1.68              8635.63              10.37
    300216 ǧɽҩ 24.20       4765.19                 6.42              8037.34              10.83
    300670  32.98       1559.43                 1.44              7636.26              7.04
    002827  22.69       3337.53                 7.47              6443.03              14.43
    002846 Ӣɷ 28.81       1552.31                 4.02              6114.47              15.84
    300647 Ƶ   0.00        3147.09                 5.17              5829.03              9.58
    300589 ͧ 15.52       2065.07                 4.02              5707.57              11.12
    002486    16.92       2454.21                 3.47              4974.31              7.03
    002877 Կ 13.04       3578.92                 6.12              4373.69              7.48
    300748  61.09       2958.44                 81.06             3623.31              99.28
    002923 󶼹ɷ 4.23        2210.26                 2.66              2994.72              3.60
    002860 ˧   11.18       1046.29                 4.58              2797.64              12.23
    002895 ɷ 14.83       260.59                  0.28              2771.18              3.00
    603538 ŵ   16.89       2977.98                 4.51              2569.39              3.89
    000971 ع -6.02       1121.46                 2.92              2525.58              6.58
    300717 ² 32.19       1131.37                 3.11              2192.34              6.02
    300610 ɷ 8.94        2264.51                 9.11              2020.42              8.13

̫̫̫100Ͷ100Ͷ100Ͷ2000ȯ5.42000ȯ5.42000ȯ5.4תתת500ȯ5.6500ȯ5.6500ȯ5.6ȯȯȯȯƷתȯƷתȯƷת70Ͷ70Ͷ70Ͷʶʶʶ300Ͷ300Ͷ300ͶȯԴôȯԴôȯԴô80Ͷ80Ͷ80Ͷ60Ͷ60Ͷ60Ͷ100100ƽ100100ƽ100100ƽȡԪôȡԪôȡԪôܵܵܵȯȯȯӶ̫Ӷ̫Ӷ̫900Ͷ900Ͷ900ͶETFͶETFͶETFͶ4000ȯ5.44000ȯ5.44000ȯ5.4ȯȯƵҵȯȯƵҵȯȯƵҵ޷½ͬ˳޷½ͬ˳޷½ͬ˳ȯȯȯ1򳴹һ1򳴹һ1򳴹һ800ȯ5.6800ȯ5.6800ȯ5.6202020202020ȯżȯżȯżƱӶƱӶƱӶ˻˻˻1򳴹һ1򳴹һ1򳴹һͷβͷβͷβһԪƱѶһԪƱѶһԪƱѶ100Ѷ100Ѷ100ѶϿϿϿ700Ͷ700Ͷ700Ͷ202020202020200Ͷ200Ͷ200Ͷǧ3ӶͶǧ3ӶͶǧ3ӶͶ202120212021ɢڵȯɢڵȯɢڵȯƱӶ5ԪƱӶ5ԪƱӶ5Ԫ۹ͨӶǶ۹ͨӶǶ۹ͨӶǶ1ԪѶ1ԪѶ1ԪѶ˻ƽ˻ƽ˻ƽ۹ͨ۹ͨ۹֤ͨȯETFӶ֤ȯETFӶ֤ȯETFӶΪʲôȯڵΪʲôȯڵΪʲôȯڵڽڽڽ

֤ȯ,ǽҵܱ(1837):Ԥ3~4ֻ۸Խ


    ȥһܷǽİּǷ/ǰ3λĸ09.10-09.14,ܻ300ָµ1.08%,ָ()µ5.02%,İ仦300ָ3.94ٷֵ㡣ϰȥһǵǰ3λĸ:²(10.8%)ɷ(7.4%)˵ؿƼ(5.1%);Ӻ3λĸ:ˮ(-10.3%)Ƽ(-11.0%)ΰ²(-15.3%)
    ȥһҵۿٱȫP.O42.5ˮƽΪ425Ԫ/,0.72%,ͬ23.0%
    ȫˮݱΪ54.6%,µ1.8%,ͬµ7.9%۸ǵҪɽɽ,Լձձвȵ,10-50Ԫ/ֲ;޻9Ѯ,ˮг󱣳º,ҵָ8-9ɻƽ,ˮ۸,Ԥƺˮ۸̬Ϊ
    ֻܲ۸񻷱δ仯0915,ڻԾԼ1901ܱ1353.2Ԫ/,µ2.37%ֻƽΪ82.11Ԫ/,δ仯,ͬ6.73%ص㳧Ҳֿȫܾ1691.15Ԫ/,µ0.04%
    913,¿˹мԭ(WTI)ֻΪ68.59Ԫ/Ͱ,ܻ1.24%915,ҹú(Q5500,ɽ,ػʵ)ֻ580Ԫ/,ޱ仯914,ȫʴг(м)1825Ԫ/,ޱ仯912,ڷֽ(8@)Ϊ210Ԫ/,ޱ仯
    ҵҪż1-8·ȫˮ13.8ڶ,ͬ0.5%;Ͷ8.2ԪIJάϲƷĿ仧Ƹ;ۡйˮЭҵ֤ʵʩа취ʼʵʩ;ܹʡһشͶĿ,ĿͶ1050.08Ԫ;ݺӱʡ췢ϽһС
    ҵԼͶʽǰ¾ݵķ,ڻӦػ޲Ҫ󡱵ᷨгԡ¾⡱ǷᱻƵĵǡΪ:һ,ˮҵֱ֮϶µԤ,ǽЭͷҵĴ֮,ҵҵڶز֮γɵ۵ԷΪ;ҵ,ҵ价ܿнϴ,޲һС,ֻϸִŷű׼,ͣĿռ,ټ֮ҵȻ,δ2-3Դ;һ,ѿʼ߼΢,δһʱʵе,ֽ֮׶ҵϵ,Ԥ3-4ֻ۸,ҵ,ҵʵǰڳͷġϷƼ:ˮࡢˮࡢš½ġйʯΰ²ġ;ĹעйܡŷҾӡвĿƼƼɷݡ

н˾,Ĵý(002343)2018:Ӫոë» עصĿ




    2018 ǰҵӽǰԤ
    Ĵý2018 ǰҵӪҵ13.30 Ԫͬ136.6%ĸ2.45 Ԫͬ64.2%۷ǹĸ2.41Ԫͬ85.3%3Q18 ĸ0.52 Ԫͬ28.5%۷ǹĸ0.52 Ԫͬ20.9%
    չ
    ƷȷƶӪոгϿɡ˾3Q18 Ӫ5.73 Ԫͬ149.9%Ʒж3Q18ȷҵľ缯ɳ͡Щ꣬ᡷСɳѶƵղڣܲѴ54 ڴΣ˾ľƷٴεõг֤
    ëͬ»3Q18 ͬȼ١˾3Q18 ëʽ22.1%ͬȴ33.99pctҪ޳ɿƼ֧ɴǰ۷תΪӪҵɱͬʱɳĿǰƽ̨жڱڽȷ롣⣬˾3Q18 ͬȶ1354 ʲֵʧԾӰ졣
    ĿḻעصĿƽȡ籩衷ȷڰղļȷ롣չ꣬Ĺʼ10 ¿˾ġѹ㡷ۡϴصĿ½ӶΪ2019 ҵ춨û
    ӯԤ
    ҪӾĿëʵǴǰбԤڣǽ2018/19e ӯԤֱµ7.1%/6.9%4.60/5.49 Ԫ
    ֵ뽨
    ˾ǰɼ۶Ӧ18/19 11/9 P/EάƼӯԤޣǽĿ۴16.6 Ԫµ16.3%13.9 ԪӦ18/19 14/12 P/EԱȵǰɼ30.8%ռ䡣
    
    صĿȷϲԤڣӾҵܽһϡ

Ʊڸ߷աͶƷ֣ ͶӦнϸߵķʶʽʵճ
֤ȯ˾֤ȯгĻ Լ֤ȯͶʵĻ֪ʶҵ
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