ΪʲôȯԴô

ΪʲôȯԴô

ȯԴĴọ̇ȯʶ

Ӷ15.6%ʽ

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

ֻҪֽƣ׬ܸǾӶ

ѯӣʡǮ

QQ4556-31158
΢źŻɨάӺѯ


ɨһɨ΢ѯ

µĸӶ

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


оϢƼռ磬ϢοͶзգҪ

ڱ,к㼯(600252)ܾǴְ 2018нΪ253Ԫ




    ڱ 620Ϣк㼯ţ600252»ڽյ˾ܾύĴְšǴְٵι˾κְ
    ڱ˽⣬ԭ򣬴ȥ˾ְܾ񡣹˾2018¶Ʊʾ˰ǰнΪ253.27Ԫδй˾ɷݡ
    ع涨ǵĴְʹﶭ»֮Ч
    2019619գ˾ٿڰ˽춭»ڶʮλ飬ͨк㼯Źɷ޹˾Ƹι˾ܾ鰸˾ܾ»ίԱͨ˾»ͬƸΪ˾ܾԱζ»֮ͨڰ˽춭»ֹ֮
    ˾2018ȱʾ2018깫˾й˾ɶľΪ6.13Ԫͬ1.39%
    ڱʾк㼯ҪӪҵɷΪҽҩ졢ʳƷز顣

֤ȯ,ҽҩҵܱ:17ֿҩҽ ʡзӦ


    
    ,ҽҩµ9.26%,300ָµ5.71%,ҽҩ仦300ָ3.55%,ǵ28һҵӰ156Ӱµ,,ҽҩҵͻѧҩС,ֱµ7.04%8.19%,ҽƷƷϴ,ֱµ11.76%11.06%ֹ20181016,ҽҩ޳ֵ,TTMֵΪ26.19,޳йɺȫAɵĹֵΪ45.66%ǵ,ǧɽҩӦҩͺǷǰ,ֱ20.85%11.09%4.90%;ҽơҩҵŵǰ,ֱµ33.12%32.43%28.29%
    Ͷʲ
    ,ҽҩµ9.26%,3.55ٷֵ,ڵʱ,Ͷ,ҵ,ѡ˳Ӧҵչơֵϸʸ,ǽͶߴ¼ѡͶʱ:1)ҩ,Ƽҽҩ(600276)ҽҩ(600196)ҩҵ(002773);2)ҩ,עһƽҵ,Ƽҩҵ(002422);3)ҽƷ,עڴҩҵչһƽCROҵ,Ƽ̩ҽҩ(300347)ҩ(603127);4)ҽҩҵ,ҽҩгķչ,Ƽҩ(603939)һ(002727),ǻϸͷ,Ƽͨ(600867)(000661)ͼ(603658)ҽ(300003)
    ʾ:ƽԤ,ҵҵԤ,гա

ΪʲôȯԴô

֤ȯ,ͨ(603900)2017걨:Ʒ ҵ


    ¼
    2017Q4ֽϸչٶȣݶ𲽳ͣԤ2017ȫֽͬϺá2017Q1-Q4˾ֱ¿ŵ28124747ңӪٷֱԼΪ22%9%25%20%2017Q4ֽϸչٶȺ١ݶӿٻΪ2017Ӫչ׽ϴڶ³ԥ¼Լ35%Ľϸ٣忴2017깫˾ŵٽխȫӪԼ8ٷֵ㣬Ԥ2017깫˾ͬٱֽϺá
    ԵͶӴ󣬸Чʡ˾ӴԴͶ룬2017ֱӪ/ֱӪ/˵ֱ186110ŵ꣬Ϊϸ˾ֱӪͼ˶ӪΪϾӪԴͶš2017ף˾ŵռԼ56%ҵռԼ30%⣬ṹЧʣ˾ת;Ӫֽ״2017Ըơ
    Ʒṹṹҵ͹ԡ2017꣬Եëʵļҵռӣ˾ۺë0.4ٷֵ㣬ëʾƶϲƷṹΪ򣻼ռṫ˾նӪɱѹ˹ʺխţڹ˾ͶƷƽ裬+ʽ½0.22ٷֵ㣬Ӳӯӣӯơ
    Ͷʽ飺ڿʯǶҵá˾ƷƱ·չ2018꣬ϵʡֵڴ˾ֲĵӾ硶黹㡷˾ƷӰԤ2018-2020EPSֱΪ1.241.612.03Ԫ/ɣ""
    ʾ1. ն»
    2. ²ƷƳչЧԤڡ

Ϻ֤ȯ,ҵ:ͼ۳߸ עʯȾϸҵ


    ,ô̼ͼһ·߸,ֹ201815,ICEͼ۸ӽ68ԪΪͼ۳,жڹעͼֱҵɵȰԻ,гڹעͼάڸλļ۸񴫵Ӫ,߸,עͷҵԻᡣƷ潨עͷͣصҵũлʵĻ,עȾϸҵ,ũҩȾϡȡ
    ܻƷǷǰ:Ȼֻ(86.96%)(12.86%)BDO(6.50%)MTBE(5.25%)Ȼڻ(4.82%)
    ǰ:(11.25%)ȼ(10.49%)Ȼ(7.13%)ʴ(6.45%)Һ̬ռ(6.45%)
    ɷ,ʯʯ͡ʯͩɷݡйʯɷ,ǷΪ25.01%20.58%18.85%15.17%12.70%,عɡաɷݡڴն,Ϊ5.24%1.36%0.84%0.63%0.28%
    ³Ӣء¹ɷݡÿƼ°ɷ,ǷֱΪ16.58%16.31%15.78%15.06%15.03%,STǧɷݡϡũ,ֱΪ18.54%4.78%4.73%4.72%4.44%
    עҵ+ҵʳɳɡ
    ͳҵ,Ǿѡϸͷҵ,PVCPVAMDIũҩȾӡȾ̥ζ̿ڵ,صƼ˾ΪʵҵȻ̩èɷݡҵ,ǶҵȷԽǿҵв,TFTճLED﮵زϡĤȶвֵּصƼ˾Ϊǵ¡²ġ顣

֤ȯΪʲôȯԴô

֤,ֻٵȱϯ


    գָ𵴵̼崴µָ̣֤͡µ0.33%2656.11㣬ָ֤µ0.70%8111.16㣬ҵָµ0.67%1385.80㡣ܷ棬ָ֤ճɽǧڣսɽ934.5Ԫɽٴ۶µ͡
    ʿʾָԴ׹Уά𵴣ڹɺͰɵĽɱָѰףֻٵȱϯгĵҪʱ䡣
    ָѰ
    ָϿճ̬ƣָдµ͵2647󷴵2672䣬µ0.33%2656.11㣬ҵ̴ָµ͵1386󷴵ǵ1406䣬µ0.67%1385㡣
    ָָ֤֤ҵָµͣʿʾָԴѰ׵ĹУĿǰгߵסʽ׾ѳָ֣Ȼ̽Ѱףɱɱֵµ͵ԭҪµԣҵӰ⣬Ŀǰܴڱɱİɡ
    ȵ㷽棬ٵ࣬ҵָdz1%ҽҩӡʳƷϡзµ1%鷽溽ĸͨš﮵صԻԾ
    ֵעǣնֻɳش죬󻪹ɷݡҩҵͣӵ9%ɼ۴µ͡ǰһգڹɳִµڹɵɵɱָǿƹɲĵơ
    ͳɾԻصۼµ31.56%ۼµ18.15%ɷۼµ33.90%ҽҩۼµ10.99%ҩҵۼ12.41%ļۼµ27.30%ϰҩۼµ28.68%ͬڣָ֤µ19.69%ָ֤µ26.53%ǵһµԵİ纣ӡɷݡļšϰҩָͬʱҲҽҩҩҵİɱڴ̡
    ٿڹɵĸظɽۼµ28.56%ֹɷۼµ10.41%ۼ0.12%ֹɷۼµ7.02%ɵıڴ̡
    ʷǿƹɲǵײ֮һʷAгֵֹ͵ǿƹɲ飬2005ǿƵĽˡ׾ƵȰ5Ժֲƣ2008ϰǿƵũ桢ʳƷϡҽҩȰ10Ժֲƣ2012ǰ±ǿƵİ׾ơҽҩӵȰ11Ժֲƣҵ硢ʳƷϡзȰڽȱǿƣ7ʲ̬ơ󲿷ֵǿƹɲУѹɻ϶һ顣
    ǰԴִܾʾгĵ͵Ҫ˷־壬ڲһЩʵĸɣгĸߵҪսʤֵ̰һЩϴĹƱ
    
    ָµ͵ͬʱг֡Aй˾ƱعߡChoiceͳƣ911գ482й˾ʵʩعۼƻع655Σعܹģ239.75Ԫӡ2017ȫ꣬Aй˾ع565ΣۼƻعģΪ91.99ԪعƱ19.9ڹɡԿй˾عԶȥꡣ
    й˾Ļعֱʻعй˾٣ļšԳСʤӽع10Ԫ59й˾ع1Ԫ
    ع⣬й˾ҪɶҲ϶ࡣ911գ988й˾Ҫɶͨڶгʵ־ɷݣֵԼ870Ԫ
    й˾Ļعʿʾй˾عǹɼµδܺӳ˾ֵԹ˾δȶչġͶĵȡAɹʷģƱعҪгڽϵλûгµʱڡʷʾͨعԤԹƱҵжڵãƱнϴȡij档
    һ棬ʽETF볡ӲֵļԽԣ֤50ETFͻ̩300ETFվԵʽ97գϷ֤500ETFʽ볬150ԪʽģȫгETFλӰס
    ҵʿΪֵָʷλʽ𳭵׵Ҫԭгůָ𽫳ΪƷ֣ܵͶ
    ȱϯ
    յĵͶߵһͬʱָµͲϵĴͶߵʿΪֻٵȱϯڹֵѾֵ£ȴתźš
    ֤ȯʾ󲿷ַضѾгԤڣüֵͶѼʱ֣ĿǰƱ͹ļλ70%ң˽ļʾ˽ļֻԼ53%Ƕڿֹء
    ֤ȯԷʦʾAгԣıҪγɡAҪֵָѽӽʷ͵㣬ڹгбȽơAӯٺROEȻάڸλž߲Խڼ̬ȵĻԼԵطծ÷յĽ룬ȸܸƫȻгļϷ߼
    ʽĵĽǶȿļAгԵķתЧӦĴǻֶĩļǹļӲԸǿʱ䣬õ·ͨǴӻʽӵҵϡҵתơԶԣǰڽӵѰмѹֵڵλĴڰõʽĴࡣ
    ΪļAгڣԵļӲֺͷתЧӦȸܸе£ƫֵ޸ҵ÷棬Ƚɳƽ˼·Ӧأע߶Գ壬ֵϵ͵С飻ͬʱROEȶԵļͺľƷҵ
    ֤ȯʾߵ׻֣õδҵֵùע߼Ŀǰг಩Ϊ߼СбϺãͷķֺ켰ع߻ͬʱֵڵײýϵ͡гӽӲҵڵĽǶȳתֵóڹע

֤ȯΪʲôȯԴô

֤ȯʱ,(300096):عɹɶڽ׼4.51%ɷ




    ֤ȯʱe˾Ѷ(300096)1227棬˾عɹɶʵˡ³أ1226սͨȫʿعɵеĹ˾1941Դڽ׵ķʽֹ֣ɷռ˾ܹɱ4.51%־Ϊ10.49Ԫ/ɡ

ôʽ˺ôʽ˺ôʽ˺ڻӶڻӶڻӶ3000ȯ5.43000ȯ5.43000ȯ5.4ԼȯôԼȯôԼȯôǧʽȯ5.2%ǧʽȯ5.2%ǧʽȯ5.2%˻˻˻900ʽȯ5.4%900ʽȯ5.4%900ʽȯ5.4%ȡԪôȡԪôȡԪôǧʽƱ5.2%ǧʽƱ5.2%ǧʽƱ5.2%ȯȯȯƴƴƴǧӶͶǧӶͶǧӶͶ֤50etfȨ ֤50etfȨ ֤50etfȨ ͷβͷβͷβ1򳴹һ1򳴹һ1򳴹һһԪƱѶһԪƱѶһԪƱѶ1ԪѶ1ԪѶ1ԪѶ100100ƽ100100ƽ100100ƽԪԪԪ100Ѷ100Ѷ100Ѷ1000WʽƱ5.2%1000WʽƱ5.2%1000WʽƱ5.2%100ȯ5.6100ȯ5.6100ȯ5.65000ȯ5.45000ȯ5.45000ȯ5.415ô15ô15ôתתתδɽǷϢδɽǷϢδɽǷϢ777400ȯ5.6400ȯ5.6400ȯ5.64000ȯ5.44000ȯ5.44000ȯ5.46000ȯ5.46000ȯ5.46000ȯ5.4߰ʽȯ5.4%߰ʽȯ5.4%߰ʽȯ5.4%ʿԵʿԵʿԵ1򳴹һ1򳴹һ1򳴹һȯϢʱۿȯϢʱۿȯϢʱۿ800ʽȯ5.4%800ʽȯ5.4%800ʽȯ5.4%ʽȯ5.4%ʽȯ5.4%ʽȯ5.4%600ȯ5.6600ȯ5.6600ȯ5.67000Wʽȯ5.2%7000Wʽȯ5.2%7000Wʽȯ5.2%ȯȯƵҵȯȯƵҵȯȯƵҵһʲô˼һʲô˼һʲô˼ƱƱƱʲôȯȯʲôȯȯʲôȯȯ700ȯ5.6700ȯ5.6700ȯ5.6ܵܵܵ70Ͷ70Ͷ70Ͷ3000Wʽȯ5.2%3000Wʽȯ5.2%3000Wʽȯ5.2%ȨȨȨԼȯȯԼȯȯԼȯȯ

֤ͨȯ,(000558)2017걨:ת͹ ҵ۽"ռ+"


    תڣӪӰ졣ڣ˾ʵӪҵ9.96 Ԫͬڼ23.36%ʵֹй˾ɶľΪ0.15 Ԫͬڼ37.18%ʵϡÿ0.01 Ԫͬڼ58.36%УӪ0.28 Ԫͬ1002.69%ز0.23 Ԫͬȼ92.05%Դó9.09 Ԫͬȼ7.21%ز0.35 Ԫͬ31.90%
    ծṹƽȣȻڵλĩ˾ëΪ6.27%ͬڼ8.12 ٷֵ㣻Ϊ1.46%ͬڼ2.16 ٷֵ㡣˾޳Ԥ˿ʲծΪ38.41%ͬڼ0.17 ٷֵ㣻ծΪ27.32%ͬ1.57 ٷֵ㡣
    ۽"ռ+"졣ϰֱǩͩ®Сɽ"ɶ"С򡢳ɶɫС򣬼԰ۺ塢ָ۳ۺۺĿ˾Ӫۺ壬ڽۺ3 ӪǩԼֲ14ңսء⣬˾ӪIP ȡIP2017CBSA ʽ9 ʹȫͥսˮɵȡ
    Ͷʽ飺ݲйɱ㣬Ԥƹ˾20172018 ÿֱ0.02 0.03 Ԫ˾2017 8 25 ̼۸Ϊÿ6.79 ԪӦ2017PE Ϊ339.50 2018 PE Ϊ226.33 ˾ԱʽҵλսԲԽԽΧIP򡢱ѩ+С򣬲ֲҵΣʵIP ءǿù˾гڷչƣù˾ҵͷλڹ˾תͳڣҵȻϱݲ
    ʾչڲȷԣСƽԤڡ

ȫ,ǧζҵ(603027):Ʒڽϳ ԴתָӰ



    ȫ530Ѷǧζҵ(603027)֤eʾ˾Ľ͡׵ȲƷ򷢽ڽϳҽ귢ڳи߶˲ƷռȳشתָһӰ졣
    ǧζҵרҵ½͡ʳ׵ȵζƷзۡ

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