°²ç÷½Íĸ(600298)Ó¯ÀûÔ¤²âÃ÷ϸ
ÐòºÅ | Ñо¿»ú¹¹ | ·ÖÎöʦ | Ô¤²âÿ¹ÉÊÕÒæ£¨Ôª£© | ±¨¸æ±êÌâ | ¸üÐÂÈÕ¡ý |
| | | 2020 | 2021 | 2022 | | |
1 | Ìì·ç֤ȯ | Áõ³©£¬ÎâÎĵ | 1.6600 | 1.7900 | 2.1300 | °²ç÷½Íĸ:ƽ̨»¯·¢Õ¹¹¹ÔìÇ¿±ÚÀÝ£¬Ïû·ÑÆ·ÊôÐÔ´ò¿ª·¢Õ¹Ì컨°å | 2021-01-13 |
ʼþ£º¹«Ë¾·¢²¼2020ÄêÒµ¼¨Ô¤¸æ£¬Ô¤¼ÆÊµÏÖÓªÊÕ88.01-89.54ÒÚÔª£¬Í¬±È+15%-17%£¬ÊµÏÖ¹éĸ¾»ÀûÈó13.52-13.97ÒÚÔª£¬Í¬±È+50%-55%¡£ÆäÖУ¬Q4Ô¤¼ÆÊµÏÖÓªÊÕ23.74-25.27ÒÚÔª£¬Í¬±È+13.46%-20.77%£¬ÊµÏÖ¹éĸ¾»ÀûÈó3.40-3.85ÒÚÔª£¬Í¬±È+44.02%-63.12%£¬Òµ¼¨·ûºÏÔ¤ÆÚ¡£
C¶Ë±íÏÖÁÁÑÛµþ¼ÓÑÜÉúÆ·¿ìËÙÔö³¤£¬È«ÄêÒµ¼¨±£³Ö¿ìËÙÔö³¤Ì¬ÊÆ¡£¹«Ë¾È«ÄêÊÕÈëÔöËÙ×ÜÌå±£³Ö¿ìËÙÔö³¤£¬Ï°ëÄêÂÔÓзŻº£¬Ö÷ÒòÒ»ÊÇÉϰëÄêÒßÇéÓ°ÏìÏ£¬C¶Ë±£³Ö¿ìËÙÔö³¤£¬Õ¼±È½ÏÍùÄêÓÐËùÌáÉý£»Ï°ëÄêÒßÇéÖð²½»º½â£¬C¶ËÔöËÙÓÐËù·Å»º£¬B¶Ë²ÍÒû¸´ËÕ£¬µ«½ø³ÌÂÔ²»¼°Ô¤ÆÚ£¬µ¼ÖÂÕûÌåÔöËÙ·Å»º¡£¶þÊǺ£ÍâÊÜÒßÇéÓ°Ï죬¾ºÆ·ÏʽÍĸ´æÔÚÔËÊä°ë¾¶µÈÎÊÌ⣬¹«Ë¾¸É½Íĸ´æÔÚ¾ºÕùÓÅÊÆ£¬¹«Ë¾¼ÓËÙº£ÍâÊг¡ÍØÕÅ¡£ÈýÊǹ«Ë¾½ÍĸÑÜÉúÆ·ÒµÎñ±£³Ö¿ìËÙÔö³¤Ì¬ÊÆ£¬ÌرðÊÇYE¡¢¶¯ÎïÓªÑøµÈ£¬ÊÜÒæÐÐÒµ·¢Õ¹³ÊÏÖÁ¼ºÃ·¢Õ¹¡£ÀûÈó·½Ã棬C¶ËÕ¼±ÈÉÏÕǵþ¼Ó²úÄÜÀûÓÃÂÊÌáÉý£¬Ê¹µÃ¹«Ë¾Òµ¼¨µÃµ½ÊÍ·Å¡£Õ¹Íû21Ä꣬Ôڳɱ¾ÌáÉýºÍC¶ËÕ¼±ÈϽµµÄ±³¾°Ï£¬Òµ¼¨»òÓÐËù³Ðѹ£¬µ«¹«Ë¾ÈÔÓÐÍûƾ½èÑÜÉúÆ·ÒµÎñÒÔ¼°×ÔÉí¶¨¼ÛȨ£¬ÊµÏÖÒµ¼¨µÄƽÎÈÔö³¤¡£
ÊÕÈëËæ²úÄÜÊÍ·ÅÓÐÍûÎȽ¡Ôö³¤£¬Òµ¼¨Îȶ¨ÐÔ»ò³ÖÐøÌáÉý¡£ÊÕÈë·½Ãæ£¬Ëæ×ŽÍĸӦÓó¡¾°µÄÔö¼ÓºÍÏÂÓκ決ʳƷÐèÇóµÄÔö³¤£¬ÎÒ¹ú½ÍĸÐÐÒµÊг¡ÐèÇóÈÔ´æÔڽϴó¿Õ¼ä£¬º£ÍâÊг¡µÄ¿ªÍØÒ²Îª¹«Ë¾½ÍĸÏúÁ¿Ôö³¤´ò¿ª¿Õ¼ä¡£¹«Ë¾Ä¿Ç°½Íĸ×ܲúÄܳ¬25Íò¶Ö£¬½Íĸ²úÄܵÄÊÍ·ÅÈÔÈ»ÊÇδÀ´Ò»¶Îʱ¼äÄÚÖ§³Å¹«Ë¾Òµ¼¨Ôö³¤µÄºËÐÄ¡£¹«Ë¾¼Æ»®ÔÚÔÆÄÏÆÕ¶ý¼ò½¨2.5Íò¶Ö¸É½ÍĸÉú²úÏߣ¬Í¬Ê±Ò˲ý×ܲ¿µÄ°áǨ¼Æ»®Ò²Öð²½Â䵨£¬Îª²úÄܵÄÀ©ÕÅÌṩ֧³Å¡£ÀûÈó·½Ã棬ÌÇÃ۳ɱ¾µÄ²¨¶¯¡¢»ã¶ÒµÄ±ä»¯ÒÔ¼°¹«Ë¾Í¶×ÊÊÕÒæµÄ²»È·¶¨ÐÔÒ»Ö±Êǹ«Ë¾ÀûÈóµÄÈŶ¯ÒòËØ£¬Ñ¹Öƹ«Ë¾¹ÀÖµ¡£¶øÎÒÃÇÈÏΪ¹«Ë¾Î´À´Òµ¼¨µÄÎȶ¨ÐÔÓÐÍûÌáÉý£¬Ò»Êǹ«Ë¾Ä¿Ç°ÔÚ¹úÄÚµÄÊÐÕ¼Âʸߴï55%£¬ÓнÏÇ¿µÄ»°ÓïȨ£¬¾ß±¸ÕǼÛÂß¼£»¶þÊǽÍĸ¼ÒÓû¯ÈÔÈ»ÊÇÇ÷ÊÆ£¬Í¨¹ýµ÷½á¹¹»º³åÀûÈ󲨶¯£»ÈýÊǽÍĸÑÜÉúÆ·µÄ¿ìËÙ·¢Õ¹£¬Ò²½µµÍÁ˳ɱ¾²¨¶¯µÄÓ°Ïì¡£´ËÍ⣬¹ÉȨ¼¤ÀøµÄÍÆ³ö£¬Ò²ÎªÒµ¼¨Ôö³¤ÌṩָÒý£¬ÎÒÃÇÔ¤¼Æ¹«Ë¾Î´À´Òµ¼¨Îȶ¨ÐÔÓÐÍûÌáÉý¡£
Ç¿±ÚÀÝ+ÓŸñ¾Ö+ÉÏÓÎÆ½Ì¨»¯Âß¼£¬¹«Ë¾·¢Õ¹¿É¸ß¿´Ò»Ïß¡£Ä¿Ç°¹«Ë¾¹úÄÚÇ¿´óµÄ½Íĸ²úÒµ±ÚÀݹ¹ÖþÁ˹«Ë¾Òµ¼¨µÄ»ù±¾ÅÌ£¬ÇÒÆ¾½è×ʽðÓÅÊÆºÍ½Íĸ²úÒµÁ´ÓÅÊÆ£¬ÕýÖð²½ÅàÓýеÄÒµ¼¨Çý¶¯Á¦¡£Ò»·½Ãæ¹úÄÚ½ÍĸҵÎñƾ½è¹ÑÍ·µØÎ»ÓÐÍûͨ¹ýÌá¼ÛºÍ½á¹¹¸ÄÉÆÌáÉý¶Ö¼Û¡£Í¬Ê±½øÒ»²½Ç¿»¯ÑÜÉúÆ·ÒµÎñµÄ¿ª·¢£¬ÉÏÓÎÆ½Ì¨»¯Âß¼Öð²½ÏÔÏÖ¡£ÁíÒ»·½Ã棬¹«Ë¾Í¨¹ýÒßÇé»ýÔܺ£ÍâÊг¡ÓÅÊÆ£¬¼ÓÇ¿º£ÍâÏúÊÛ¶ÓÎ齨É裬ÅäºÏ²úÄÜͶ·ÅʵÏÖº£ÍâÊÕÈëÔö³¤¡£Í¨¹ý¹úÄÚÍâÊг¡µÄ¶àµã²¼¾Ö£¬¼ÓÖ®ÑÜÉúÆ·ÒµÎñ²»¶ÏµØ·¢Á¦£¬¹«Ë¾·¢Õ¹ÓÐÍû²½Èëн׶Ρ£
Ó¯ÀûÔ¤²â£º¸ù¾Ý¹«Ë¾Òµ¼¨Ô¤¸æºÍδÀ´Õ¹Íû£¬ÎÒÃǽ«¹«Ë¾2020-2022ÄêÓªÊÕÓÉ90.61/103.44/120.56ÒÚÔªµ÷ÕûÖÁ89.19/101.23/118.06ÒÚÔª£¬Í¬±È+16.55%/13.50%/16.62%£¬¹éĸ¾»ÀûÈóÓÉ13.06/15.01/17.81ÒÚÔªµ÷ÕûÖÁ13.72/14.75/17.54ÒÚÔª£¬Í¬±È+52.14%/7.52%/18.91%£¬EPS·Ö±ðΪ1.66/1.79/2.13Ôª£¬Î¬³Ö¹«Ë¾¡°ÂòÈ롱ÆÀ¼¶¡£
·çÏÕÌáʾ£ºC¶Ë¶¯Ïú·Å»º£¬º£ÍâÊг¡À©ÕÅ»ºÂý£¬Ê³Æ·°²È«·çÏյȡ£ |
2 | »ª´´Ö¤È¯ | ¶¹ãÑô£¬Å·ÑôÓ裬³Ìº½ | 1.6400 | 1.8500 | 2.1300 | °²ç÷½Íĸ£ºÓ¯Àû¸ßÔö¶ÒÏÖ£¬Ë«Î»ÎÈÔö¿ÉÆÚ | 2021-01-13 |
ÊÂÏ¹«Ë¾·¢²¼Òµ¼¨Ô¤¸æ£¬Ô¤¼Æ2020Ä깫˾Ö÷ÓªÒµÎñÊÕÈëÔö³¤15%-17%£¬´ï88.0-89.5ÒÚÔªÇø¼ä£¬¹éĸ¾»ÀûÔÚ13.52-13.97ÒÚÔªÇø¼ä£¬ÓëÉÏÄêͬÆÚÏà±È£¬½«Ôö¼Ó4.51ÒÚÔªµ½4.96ÒÚÔª£¬Í¬Ôö50%µ½55%¡£µ¥Q4À´¿´£¬Ô¤¼ÆQ4¹éĸ¾»ÀûÔÚ3.40ÒÚÔª-3.85ÒÚÔªÖ®¼ä£¬Í¬Ôö44%µ½63%¡£
ÆÀÂÛ£ºÏµÊÕÈë·ûºÏÔ¤ÆÚ£¬Ô¤¼ÆÖ÷ҪϵC¶Ë²úÆ·¡¢²¿·ÖÑÜÉúÎï¼°³ö¿ÚÒµÎñ¸ßÔö¹±Ïס£¹«Ë¾Ô¤¸æÊÕÈëʵÏÖ15%~17%£¬Ò»·½Ã湫˾C¶ËÒµÎñ¸ßËÙÔö³¤£¬ÉϰëÄêС°ü×°²úÏßÒÑ´Ó1ÌõÔö¼Óµ½4Ìõ£¬Í¬Ê±¶ÔС°ü×°²úÆ·Ìá¼ÛÏúÊÛ£¬°¢ÀïÆ½Ì¨Êý¾ÝÒàÏÔʾµçÉÌÇþµÀÈÈÏú£»ÁíÒ»·½Ã棬²¿·Ö½ÍĸÑÜÉúÎïÏúÊÛ¸ßÔö£¬²Ý¸ùµ÷Ñз´À¡YEϰëÄ깩²»Ó¦Çó£¬Ô¤¼ÆÈ«ÄêÔöËÙ¿ìÓÚ¹«Ë¾ÕûÌåÔöËÙ£¬¶¯ÎïÓªÑø¼°Ö²ÎïÓªÑø¸ßËÙÔö³¤£¬ÄðÔìÓëÉúÎïÄÜÔ´µÈÒµÎñ±£³ÖÁ¼ºÃµÄÔö³¤Ì¬ÊÆ¡£´ËÍ⣬ÔÚÒßÇéÓ°ÏìÏ£¬³ö¿ÚÒµÎñ¿ìËÙ·ÅÁ¿¡£
È«ÄêÓ¯Àû¸ßÔö¶ÒÏÖ£¬Q4ÈÔÈÔ±£³Ö½Ï¿ìÔö³¤¡£¹«Ë¾È«ÄêÒµ¼¨Ô¤Ôö50%~55%£¬Ó¯Àû¸ßÔö¶ÒÏÖ£¬ÍƶÏÖ÷ҪϵÉϰëÄê¸ßëÀûµÄС°ü×°·ÅÁ¿¼°Ìá¼Û¹±Ï×£¬Ï°ëÄê³ö¿ÚÒµÎñ¼°½ÍĸÑÜÉúÆ·¸ßÔöµþ¼ÓÌá¼ÛЧӦºó¹²Í¬µ¼Ö¡£µ¥Q4À´¿´£¬¹«Ë¾Òµ¼¨Ô¤Ôö44%~63%£¬ÈÔÈ»±£³Ö½Ï¿ìÔö³¤£¬Ô¤¼ÆÎª³ö¿ÚÒµÎñ¸ßÔöµþ¼Óº£ÍâÌá¼Û¡¢B¶ËÒµÎñÂ½Ðø»Ö¸´¡¢YEÒµÎñ¿ìËÙÔö³¤¹²Í¬µ¼Ö¡£´ËÍ⣬¹«Ë¾¹«¸æËļ¾¶ÈÊÕµ½Õþ¸®²¹Öú9087ÍòÔª£¬¶ÔQ4Òµ¼¨ÒàÓнϴó¹±Ïס£
ÄÚÄê³õ¹úÄÚYEÌá¼ÛÒÑÂ䵨£¬¹Ø×¢½øÒ»²½Ìá¼ÛµÄ¿ÉÄÜ¡£½üÆÚ²Ý¸ùµ÷Ñз´À¡£¬ÊÜÔ²ÄÁϳɱ¾ÉÏÕÇÓ°Ï죬¹«Ë¾×Ô2021Äê1ÔÂÆð¶Ô¹úÄÚÊг¡½Íĸ³éÌáÎï³ö³§¼ÛÉϵ÷8%£¬ÎÒÃÇÈÏΪ£¬ÔÚ¸ßÊÐÕ¼ÂÊ+³É±¾ÉÏÐб³¾°Ï£¬Î´À´²»Åųý¶Ô¹úÄÚÆäËûÒµÎñ½øÐÐÌá¼ÛµÄ¿ÉÄÜ¡£º£ÍâÒµÎñ·½Ã棬¹«Ë¾20Q3Æð¶Ô²¿·Öº£ÍâÊг¡½Íĸ²úÆ·Ìá¼Û£¬Ä¿Ç°¹«Ë¾º£ÍâÊг¡¶Ö¼ÛµÍÓÚ¾ºÆ·20%£¬Ôڳɱ¾Ñ¹Á¦ÏÂÒàÓÐÍûÔÚ2021Äê½øÒ»²½Ìá¼Û¡£
Ͷ×ʽ¨Òé:º£ÍâÉøÍ¸ÂʼÓËÙ+¹úÄÚ¶¨¼ÛȨÌåÏÖ£¬È«Äê˫λÔö³¤¾ß±¸Ö§³Å£¬²¢ÖúÁ¦°²ç÷ÂõÏòÈ«ÇòµÚ¶þ´ó½ÍĸÁúÍ·£¬Êǵ±ÏÂÄѵõĵ͹ÀÖµÁúÍ·±êµÄ£¬ÖØÉê¡°Ç¿ÍÆ¡±ÆÀ¼¶¡£º£ÍâÒßÇéÁ¬Ðø·´¸´£¬Å·ÃÀÊг¡¾ºÕù¶ÔÊÖ²úÄָܻ´ÈÔÊܵ½Ó°Ï죬¼ÓÉϵ±µØ¶Ô¸É½ÍĸÏû·Ñϰ¹ßµÄÅàÑø£¬µ±ÏÂÕýÊǰ²ç÷¼ÓËÙÍØÕ¹º£ÍâÊг¡µÄÕ½ÂÔ»úÓöÆÚ£¬¹«Ë¾×éÖ¯¼Ü¹¹¼°×ÊÔ´Æ¥ÅäÒѼ°Ê±¸úÉÏ£¬º£ÍâÊг¡½ñÄê¸ßÔö³¤ÖµµÃÆÚ´ý£¬²¢½«ÍêÈ«´ò¿ª¹«Ë¾Öг¤ÆÚ³É³¤¿Õ¼ä£¬ÖúÁ¦°²ç÷³ÉΪȫÇòµÚ¶þ´ó½ÍĸÁúÍ·¡£Í¬Ê±£¬¹úÄÚ¸ßÊÐÕ¼ÂÊÏÂÕÆÎÕ¶¨¼ÛȨ£¬Ô²ÄÁϳɱ¾ÉÏÐÐÏ»òÓнøÒ»²½Ìá¼Û´ß»¯£¬½øÒ»²½±£ÕϽñÄê˫λÔö³¤¡£ÎÒÃÇά³Ö2020-2022ÄêEPSÔ¤²âΪ1.64/1.85/2.13Ôª£¬¶ÔÓ¦P/EΪ36X/32X/28X£¬¸øÓè22Äê35±¶PE£¬Ä¿±ê¼Û75Ôª£¬ÖØÉê¡°Ç¿ÍÆ¡±ÆÀ¼¶¡£
·çÏÕÌáʾ£ºº£Íâ¼°¹úÄÚB¡¢C¶ËÒµÎñ²»¼°Ô¤ÆÚ£¬»ãÂʲ¨¶¯£¬Ô²ÄÁÏ´ó·ùÉÏÕǵȡ£ |
3 | ¹úʢ֤ȯ | ·ûÈØ | 1.6600 | 1.8400 | 2.0700 | °²ç÷½Íĸ£ºÒµ¼¨±íÏÖÁÁÑÛ£¬Î´À´Ôö³¤¿ÉÆÚ | 2021-01-13 |
ʼþ£º ¹«Ë¾·¢²¼ 2020ÄêÒµ¼¨Ô¤¸æ¡£ ¹«Ë¾Ô¤¼Æ 2020ÄêʵÏÖ¹éĸ¾»Àû Èó 13.52-13.97ÒÚÔª£¬Í¬±ÈÔö¼ÓÔ¼ 50%-55%¡£µ¥Ëļ¾¶ÈÀ´¿´£¬¹«Ë¾ Ô¤¼Æ¹éĸ¾»ÀûÈó 3.40-3.85ÒÚÔª£¬Í¬±ÈÔö¼ÓÔ¼ 44%-63%£¬ ÂÔ³¬Êг¡ Ô¤ÆÚ¡£ ¶àÇþµÀ¹²Í¬·¢Á¦£¬Ö÷ÓªÊÕÈë˫λÊý¸ßÔö¡£ ¹«Ë¾Ô¤¼Æ 2020Ä깫˾Ö÷Óª ÒµÎñÊÕÈëÔö³¤ 15%-17%¡£ÒßÇéÆÚ¼ä C ¶Ë¸ßÔö£¬Í¬Ê±¼Ó´óº£Íâ²¼¾Ö £¨ Q1/Q2/Q3º£ÍâÓªÊÕͬ±ÈÔöËÙ·Ö±ðΪ 15%/21%/13%£¬º£ÍâÒßÇéÈÔ ÔÚÀ©É¢£¬ÎÒÃÇÈÏΪ¹«Ë¾Ëļ¾¶Èº£ÍâÓªÊÕÈÔ±£³Ö˫λÊýÔö³¤Ì¬ÊÆ£©£¬´ø ¶¯ºËÐIJúÆ·ÏúÊÛÊÕÈëÔö³¤£¬Ëæ×ÅÒßÇéºÃת£¬Ëļ¾¶È B ¶ËÐèÇóÒàÎȲ½»Ö ¸´¡£ÏÂÓÎÑÜÉúÆ·Öж¯ÎïÓªÑø¡¢Î¢ÉúÎïÓªÑø¡¢ YE ʳƷµ÷ζ¡¢ÄðÔìÓëÉú ÎïÄÜÔ´µÈÒµÎñ¾ù±£³ÖÁ¼ºÃµÄÔö³¤Ì¬ÊÆ¡£ С°ü×°+Ìá¼Û+²úÄÜÀûÓÃÂÊÌáÉýÍÆ¶¯ÀûÈóÔö³¤¼ÓËÙ¡£ ¹«Ë¾ 3Ô³õÌáÉý C ¶Ë²úÆ·¼Û¸ñ£¬ÆäÖÐС°ü×°²úÆ·Ìá¼Û 15%£¬´ÓÉϰëÄêÊý¾ÝÀ´¿´£¬½Íĸ С°ü×°ÔÚ½ÍĸÄÚÏúÖеÄÕ¼±ÈÔ¼ 30%£¬ÉϰëÄêÌá¼Û·ù¶ÈÔ¼ 4%¡£
ÓÉÓÚС °üװëÀûÂʳ¬ 50%£¬ C ¶ËÏúÊÛÕ¼±ÈÌáÉýµþ¼ÓÌá¼ÛÓ°Ï죬´ø¶¯Ã«ÀûÂÊͬ ±È×߸ߡ£Í¬Ê±±¨¸æÆÚÄÚʵÏÖ¶Ô×ܲ¿½Íĸ¹¤³§µÄ°áǨ¼¼¸ÄÉý¼¶£¬²úÄÜÀû ÓÃÂÊÓÅ»¯¡£´ËÍ⣬¹«Ë¾Òàͨ¹ýËõ¼õ´ÙÏú»î¶¯½µµÍÏúÊÛ·ÑÓÃÂÊ£¬ÎªÓ¯Àû ¿Õ¼äÊͷŵ涨»ù´¡¡£ B ¶Ë»Ö¸´+º£ÍâÍØÕÅÖúÁ¦³¤ÆÚÔö³¤¡£ 2021Ä꽫ÓÀ´¹«Ë¾Ê®ËÄÎ广»® µÄµÚÒ»Ä꣬ Ŀǰ¹«Ë¾ÔÚº£ÍâÊÐÕ¼ÂÊÌáÉý¿Õ¼ä½Ï´ó£¬ 2020Ä깫˾ÔÚÒß ÇéÆÚ¼äͨ¹ý¸É½ÍĸÓÅÊÆÊµÏÖÍ»ÆÆ£¬ÎÒÃÇÈÏÎªËæ×ŲúÄܵÄÀ©ÕÅ£¬¹«Ë¾ÓÐ ÍûÖØµã²¼¾Öº£ÍâÊг¡£¬´Ó¶øÎª¹«Ë¾´øÀ´½Ï´óÔö³¤¿Õ¼ä¡£¹úÄÚÀ´¿´£¬ B ¶ËÇþµÀΪ¹«Ë¾Ö÷ÒªÇþµÀ£¬ ÒßÇéºÃת½«´Ù½ø B ¶ËÐèÇó»Ö¸´£¬Ö§³ÖÐèÇóÔö ³¤¡£´ËÍ⣬±¨¸æÆÚÄÚ£¬¹«Ë¾ÍƳö¹ÉȨ¼¤Àø¼Æ»®£¬ ¶Ô¹«Ë¾¶Ê¡¢¸ß¼¶¹Ü ÀíÈËÔ±¡¢ºËÐļ¼ÊõÈËÔ±¡¢¹ÜÀí¹Ç¸ÉµÈ¹²¼Æ 1891ÈË£¨Õ¼Ô±¹¤×ÜÈËÊý 20.57%£©½øÐм¤Àø£¬ ¼¤Àø»úÖÆÈÕÇ÷ÍêÉÆ¡£
Ó¯ÀûÔ¤²â£º С°ü×°+Ìá¼Û+²úÄÜÀûÓÃÂÊÌáÉýÍÆ¶¯ÀûÈóÔö³¤¼ÓËÙ£¬ ÎÒÃÇ Éϵ÷Òµ¼¨Ô¤²â£¬ Ô¤¼Æ 20/21/22ÄêÓªÊÕ·Ö±ðΪ 89.8/102.2/117.3ÒÚÔª£¬ ͬ±È+17.3%/13.8%/14.8%£»¹éĸ¾»ÀûÈó 13.6/15.2/17.0ÒÚÔª£¬Í¬ ±È+51.3%/11.4%/12.1%£»¶ÔÓ¦ PE ·Ö±ðΪ 36/32/29±¶£¬Î¬³Ö¡°Ôö ³Ö¡±ÆÀ¼¶¡£
·çÏÕÌáʾ£º ºê¹Û¾¼ÃÏÂÐзçÏÕ£»Ô²ÄÁϼ۸ñ²¨¶¯·çÏÕ |
4 | ÕãÉÌ֤ȯ | µËêÍ | 1.6600 | 1.8900 | 2.1900 | °²ç÷½ÍĸµãÆÀ±¨¸æ£ºÄ걨ҵ¼¨Ô¤¼ÆÔö³¤³¬50%£¬½ÍĸÖ÷Òµ³ÖÐø³É³¤ | 2021-01-13 |
ʼþ 1Ô 12ÈÕ£¬¹«Ë¾¹«¸æ 2020ÄêÒµ¼¨Ô¤¸æ¡£ 2020Ä깫˾Ԥ¼ÆÊµÏÖÓªÊÕ 88.01-89.54ÒÚÔª£¨Í¬±ÈÔö³¤ 15%- 17%£©£¬¹éĸ¾»ÀûÈó 13.52-13.97ÒÚÔª£¨Í¬±ÈÔö³¤ 50%-55%£©¡£
2020ÄêÒµ¼¨Ô¤¼ÆÔö³¤ 50%-55%£¬½ÍĸÖ÷Òµ³ÖÐø³É³¤ 1£© 2020Ä깫˾ҵ¼¨Ô¤¼Æ´ó·ùÔö³¤ 50-55%£¬ È«Äê¹éĸ¾»ÀûÂÊÔ¼ 15.37%-15.61%£¨Í¬±ÈÔö³¤ 3.59pct- 3.83pct£©£»¹«Ë¾Òµ¼¨Ôö³¤Ö÷ÒªÓÉÓÚ¼ÒÍ¥Ïû·ÑÒµÎñ¡¢µçÉÌÒµÎñÔö³¤Ñ¸ËÙ£¬ÏÂÓÎÑÜÉúÆ·Öж¯ÎïÓªÑø¡¢Î¢Éú ÎïÓªÑø¡¢ YE ʳƷµ÷ζ¡¢ÄðÔìÓëÉúÎïÄÜÔ´µÈÒµÎñ±£³ÖÁ¼ºÃÔö³¤Ì¬ÊÆ£¬ºËÐIJúÆ·ÏúÊÛÊÕÈëÔö³¤¡¢²úÄÜÀû ÓÃÂÊÌáÉý´ø¶¯Ã«ÀûÂÊÓÐËùÌáÉý£» 20Q1-Q3£¬¹«Ë¾ÊµÏÖÓªÊÕ 64.26ÒÚÔª£¨Í¬±È+15.58%£©£¬¹éĸ¾»Àû 10.12ÒÚÔª£¨Í¬±È+52.12%£©£¬ÆäÖнÍĸ¼°Éî¼Ó¹¤²úƷʵÏÖÓªÊÕ 50.60ÒÚÔª£¨Õ¼±È 80.04%£©£¬Í¬±È+14.09%¡£ 2£©¾ÍÆË㣬 20Q4¹«Ë¾Ô¤¼ÆÊµÏÖÓªÊÕ 23.74-25.27ÒÚÔª£¨Í¬±ÈÔö³¤ 13.46%-20.77%£©£¬Ô¤¼Æ¹éĸ¾»ÀûÈó Ô¼ 3.40-3.85ÒÚÔª£¨Í¬±È+44.02%ÖÁ+63.12%£©£¬¹éĸ¾»ÀûÂÊÔ¼ 14.31%-15.23%£¨Í¬±È+3.04pct ÖÁ+3.95pct£©¡£
½ÍĸÖ÷Òµ BC Á½¶ËÐèÇóÆë·¢Á¦£¬È«ÇþµÀ²¼¾Ö+²úÄÜÀ©ÕÅÖ§³Å³É³¤ 1£© C ¶Ë¾Ó¼ÒÏû·Ñ+º£ÍâÒµÎñÍØÕ¹±íÏÖÁÁÑÛ£¬Òߺó²ÍÒû»Ö¸´ÓÐÍû½ÓÁ¦¸ßÔö³¤£º a£©¾ÝÃÀÍÅÊý¾Ý£¬ 20H1¾Ó ¼ÒÆÚ¼äÃÀÍÅÍâÂô½Íĸ/¾ÆÇúÏúÁ¿ÉÏÕdz¬ 40±¶£» 7Ô°¢Àïϵƽ̨µç¿¾Ïä³É½»¶îͬ±È+43%£¬¼Ò¾ÓÅëâ¿Ï° ¹ßÑø³É»òΪ C ¶ËÐèÇóÑÓÐøµì¶¨»ù´¡£» 20H1Å·ÃÀÊг¡ÊÜÒßÇéÓ°Ïì½Íĸ¹©Ó¦²»×㣬¹«Ë¾³ÃÊÆ¹¥ÈëÅ·ÖÞ£¬ ÉϰëÄê³ö¿Úͬ±È+23%£» b£© 20Q3°éËæÒßÇéÓ°Ïì¼õÈõ£¬¹úÄÚ²ÍÒû»Ö¸´ÖÁ 80%ÒÔÉÏ£¬ B ¶Ë²ÍÒû¸´ËÕΪ½Í ĸÐèÇóÔö³¤Ðøº½£» 2£©È«ÇþµÀ·¢Á¦Çý¶¯·ÅÁ¿£º a£©³ÖÐø×ö´ó×öÉî¾ÏúÍøÂ磻½ØÖÁ 20Q3¹«Ë¾¾ÏúÉÌÊýÁ¿ ´ï 17,829¸ö£¬½Ï 19ÄêÄ©¾»Ôö 1,994¸ö£¬ÆäÖйúÄÚ/º£Íâ¾ÏúÉÌÊýÁ¿·Ö±ð´ï 14,309/3,520¸ö£¬¹úÄÚÍøµã ÒÑÉøÍ¸´ó²¿·ÖÏØÕò£» b£©¼ÓÂëµçÉ̽¨É裬ÐÂýÌå+Ö±²¥ÒýÁ÷ÌáÉýÖªÃû¶È£»¹«Ë¾ 2014Äê¼´³ÉÁ¢°²ç÷µçÉÌ£¬ 2019ÄêÎüÊպϲ¢±´Ì«ÎÄ»¯´«Ã½£¬½èÁ¦ÐÂýÌåÌáÉý C ¶ËÖªÃû¶È¡¢ÊµÏÖµçÉÌÒýÁ÷£¬ 20Q1-Q3ÏßÉÏÓªÊÕ 22.14ÒÚÔª£¨Í¬±È+55.32%£©£» 20Äê 8Ô 13ÈÕ¹«Ë¾Ð¯ÊÖÞ±æ«Ö±²¥´ø»õ£¬µ±Íí°²ç÷½ÍĸÆì½¢µêÏúÊÛ¶î´ï 168ÍòÔª£¬¾ÓÌìè½»Ò×Ö¸ÊýÐÐÒµµÚÒ»£¬°²ç÷Å¦ÌØÌÔ±¦Ö±²¥¼ä·ÛË¿Á¿´ï 68.48Íò£» 3£©¹æ»®²úÄÜ 2.5Íò¶Ö Ö§³Å³É³¤£º ½ØÖÁ 20Äê 12Ô¹«Ë¾ÒÑÓвúÄܳ¬ 25Íò¶Ö£»¹«Ë¾¿ªÆôÐÂÒ»ÂÖ²úÄÜͶ·ÅÆÚ£¬ 20Äê 5ÔÂÂä×ÓÔÆ ÄÏÆÕ¶ýÀ½²×£¬Í¶×Ê 5.4ÒÚÔªÄ⽨Äê²ú 2.5Íò¶Ö½ÍĸÉú²úÏßÏîĿһÆÚ£¬ÎªÒµÎñÀ©ÕÅÌṩÓÐÁ¦Ö§³Å¡£
׿Խ¹ÜÀíÁ¦ìÙÆ½³É±¾ÖÜÆÚ£¬ ¼ÓÂëÑз¢Í¶ÈëÍ»ÆÆ¼¼ÊõÄÑÌâ 1£© оɹÜÀí²ã½»½Ó˳Àû£¬Ç¿¹ÜÀíÁ¦ìÙÆ½ÌÇÃ۳ɱ¾ÖÜÆÚÓ°Ï죺 a£© 2019Ä꣬¾ß±¸ 30Ä껯¹¤´ÓÒµ¾ÀúµÄ ÐÜÌÎÏÈÉú½ÓÈζʳ¤ºó»ý¼«Íƶ¯×éÖ¯¼Ü¹¹¸Ä¸ï£¬ 20Äê 3Ô¹«Ë¾²ð·Ö°²ç÷Å¦ÌØ¶ÀÁ¢ÔËÓªÓªÑøÆ·ÒµÎñ£¬ 8Ô³ﻮ×Ó¹«Ë¾ºêÔ£°ü²ÄÉÏÊУ» b£©¶à´ë²¢¾Ùƽ»¬³É±¾²¨¶¯£º¹«Ë¾»ý¼«²¼¾ÖÉÏÓÎÌdz§¡¢Ç©¶©³¤ÆÚºÏ×÷ ÐÒé±£Ö¤ÌÇÃÛ¹©Ó¦£¬¹ÜÀí²ã׼ȷÑÐÅÐÌǼÛÖÜÆÚ¿Ø³É±¾£» 15-19ÄêÔÁϳɱ¾Õ¼±È-10.3pct£» 2£©¼ÓÂëÑз¢ ͶÈëÍ»ÆÆ¼¼ÊõÄÑÌ⣺ 19Ä깫˾Ñз¢Í¶Èë 3.33ÒÚÔª£¨Í¬±È+19.24%£©£¬Ñз¢·ÑÓÃÂÊ 4.36%£¨Í¬±È+0.18pct£©£» ¹«Ë¾Óë¶à¼Ò¿ÆÑÐÔºËùºÏ×÷´òÔì½Íĸ²úÒµ»¯Ñо¿Æ½Ì¨£¬½ØÖÁ 19ÄêÄ©¹²ÓÐÑз¢ÏîÄ¿ 246Ïî/רÀû 644¼þ£¬ Ö÷³Ö»ò²ÎÓëÖÆ¶¨¹ú±ê/Ðбê 40ÓàÏÍê³ÉÖØ´ó¿Æ¼¼¼Æ»® 70ÓàÏ 20Äê 5Ô¹«Ë¾ÍƳö¿¹Îü³± YE£¬ÂÊ ÏÈÍ»ÆÆ¼¼ÊõÄÑÌâ¡£
Ͷ×ʽ¨Òé ¹«Ë¾ÊÇÑÇÖÞµÚÒ»/ÊÀ½çµÚÈý´ó½ÍĸÆóÒµ£¬ ½ÍĸÖ÷Òµ BC Á½¶ËÐèÇóÆë·¢Á¦£¬È«ÇþµÀ²¼¾Ö+²úÄÜÀ©ÕÅÖ§³Å³É ³¤£»×¿Ô½¹ÜÀíÁ¦ìÙÆ½³É±¾ÖÜÆÚ£¬ ¼ÓÂëÑз¢Í¶ÈëÍ»ÆÆ¼¼ÊõÄÑÌâ¡£ Ô¤¼Æ 20-22Äê¹éĸ¾»Àû 13.68/15.56/18.05ÒÚ£¬ÔöËÙ 51.80%/13.73%/15.97%£¬¶ÔÓ¦ 1Ô 12ÈÕ¹ÀÖµ 35.89/31.56/27.21±¶£¨ÊÐÖµ 491ÒÚ£©¡£ |
5 | ÃñÉú֤ȯ | Óڽܣ¬Ðܺ½ | 1.6600 | 1.6800 | 1.8400 | °²ç÷½Íĸ£ºÖ÷Òµ¸ßËÙÔö³¤£¬Öг¤ÆÚ³É³¤ÐÔ¿ÉÆÚ | 2021-01-13 |
Ò»¡¢Ê¼þ¸ÅÊö1ÔÂ13ÈÕ£¬¹«Ë¾·¢²¼2020Äê¶ÈÒµ¼¨Ô¤Ôö¹«¸æ£¬Ô¤¼ÆÈ«ÄêʵÏÖ¹éĸ¾»ÀûÈó13.52~13.97ÒÚÔª£¬½Ï2019ÄêÔö¼Ó4.51~4.96ÒÚÔª£¬Í¬±È+50%~+55%¡£
¶þ¡¢·ÖÎöÓëÅжÏQ4Òµ¼¨ÁÁÑÛ£¬È«ÄêÒµ¼¨Î¬³Ö¸ßÔö³¤2020Ä깫˾Ԥ¼ÆÊµÏÖÓªÊÕ88.01~89.54ÒÚÔª£¬Í¬±È+15%~+17%£»ÕÛºÏ20Q4µ¥¼¾¶ÈʵÏÖÓªÊÕ23.74~25.27ÒÚÔª£¬Í¬±È+13.46%~+20.77%¡£ÊÕÈë¶Ë£¬¹«Ë¾Q4ÓªÊÕÔöËÙ»·±ÈÂÔÓÐ×߸ߣ¬ÏÔʾ¶¯ÏúÒÀÈ»±£³Ö¸ß¾°Æø¡£×ÜÌå¿´£¬È«Äê¼ÒÍ¥Ïû·ÑÒµÎñ¡¢µçÉÌÒµÎñÔö³¤Ñ¸ËÙ£»ÏÂÓÎÑÜÉúÆ·Öж¯ÎïÓªÑø¡¢Î¢ÉúÎïÓªÑø¡¢YEʳƷµ÷ζ¡¢ÄðÔìÓëÉúÎïÄÜÔ´µÈÒµÎñ±£³ÖÁ¼ºÃµÄÔö³¤Ì¬ÊÆ£¬ºËÐIJúÆ·ÏúÊÛÊÕÈëͬ±ÈʵÏֽϿìÔö³¤¡£
ÀûÈó¶Ë£¬¹«Ë¾Ô¤¼ÆÈ«ÄêʵÏÖ¹éĸ¾»ÀûÈó13.52~13.97ÒÚÔª£¬Í¬±È+50%~+55%£»ÕÛºÏ20Q4µ¥¼¾¶ÈʵÏÖ¹éĸ¾»ÀûÈó3.40~3.85ÒÚÔª£¬Í¬±È+44.01%~+63.08%¡£ÊܹúÄÚÍâÒßÇéÆÚ¼ä¾Ó¼ÒÏû·ÑÐèÇó¿ìËÙÉÏÉýµÈÒòËØ×ÛºÏÓ°Ï죬¹«Ë¾È«ÄêºËÐIJúÆ·ÏúÊÛÊÕÈëʵÏֽϿìÔö³¤£¬Íƶ¯²úÄÜÀûÓÃÂʵõ½ÓÐЧÌáÉý´Ó¶øÍÆÉýÕûÌåëÀûÂÊ¡£´ËÍ⣬С°ü½Íĸ²úÆ·ÏúÊÛÕ¼±ÈÌáÉýÖ±½Ó¸ÄÉÆÃ«ÀûÂʱíÏÖ¡£
Ìá¼ÛÔ¤ÆÚµþ¼ÓÀ©²ú¼Æ»®£¬Ö÷ÒµÖг¤ÆÚÓÐÍûÁ¿¼ÛÆëÉý2020Ä꣬ÌǼ۽øÈëÉÏÐÐÖÜÆÚ¶ÔÌÇÃÛ¼Û¸ñÐγɽÏǿ֧³Å£¬µþ¼Ó»·±£ÒªÇóÉý¸ßµÈÒòËØÓ°Ï죬¹«Ë¾Éú²ú³É±¾Í¬±ÈÓÐËùÉÏÉý¡£2020H1£¬YEµÈ²úÆ·ÐèÇóÔöËÙÔÚ20%ÒÔÉÏ£¬½áºÏÐèÇóÍúÊ¢¼°³É±¾Ñ¹Á¦£¬¹«Ë¾½«ÓÚ2021ÄêÄê³õ¿ªÊ¼¶ÔYEµÈ½ÍĸÌáÈ¡Îï½øÐÐÌá¼Û£¬Ìá¼Û·ù¶ÈÔ¤¼ÆÔ¼Îª8%¡£¶ÌÆÚ¿´£¬ÌÇÃÛ¼Û¸ñÄÑÒÔ´ó·ùϽµ£¬µþ¼Ó»·±£Ç÷ÑÏ£¬¹«Ë¾½ÍĸÖ÷²úÆ·³É±¾Ñ¹Á¦ÒÀÈ»½Ï´ó£¬Õë¶ÔYE²úÆ·µÄÌá¼ÛÓÐÍûÀ©É¢ÖÁ½Íĸ²úÆ·¡£
²úÄÜÀ©ÕÅ·½Ã棬2020Äê4Ô¹«Ë¾Ðû²¼½«ÔÚÒ˲ý¹ºÖù¤ÒµÓõØ328Ķ£¬ÓÃÓÚ½¨ÉèʳƷÔÁÏÀà²úÆ·¼Ó¹¤»ùµØ¡¢²Ö´¢ÎïÁ÷¼¯É¢µØ¡£5Ô£¬¹«Ë¾Ðû²¼¸°ÔÆÄÏÆÕ¶ýÉèÁ¢½ÍĸÉú²ú×Ó¹«Ë¾£¬Ô¤¼ÆÒ»ÆÚ¹¤³ÌÍ깤ºó½«¹±Ï×2.5Íò¶Ö/ÄêµÄÐÂÔö½Íĸ²úÄÜ¡£2021Ä꣬¹«Ë¾½«¿ªÊ¼ÏÂÒ»¸öÎåÄê¹æ»®£¬Ô¤¼Æ½Íĸ²úÄÜÓÐÍûÀ©Õŵ½33~35Íò¶ÖµÄˮƽ¡£Î´À´¹«Ë¾½ÍĸÖ÷ÒµÓÐÍû½øÒ»²½À©ÕŲúÄÜ£¬µþ¼ÓÌá¼ÛÔ¤ÆÚ£¬Á¿¼Û¾ùÀûºÃ¹«Ë¾Öг¤ÆÚÒµ¼¨±íÏÖ¡£
ÍÆ³ö¹ÉȨ¼¤Àø¼Æ»®£¬°ó¶¨ºËÐÄÔ±¹¤ÀûÒæ2020Äê11Ô¹«Ë¾·¢²¼¹ÉȨ¼¤Àø¼Æ»®£¬¿¼ºËÒªÇó¼¯ÖÐÔÚ¾»×ʲúÏÖ½ð»Ø±¨ÂÊ£¨EOE£©ºÍ¾»ÀûÈóÔö³¤ÂÊÁ½¸öºËÐÄÖ¸±êÉÏ£¬½«ÓÐÁ¦±£Ö¤¹«Ë¾Òµ¼¨ÎȽ¡Ôö³¤¡£±¾´Î¹ÉȨ¼¤Àø¼Æ»®½«¸²¸Ç1891ÃûÔ±¹¤£¬ÆäÖи±×ܾÀíµÈ7ÃûºËÐĹÜÀíÈËÔ±½«ºÏ¼Æ±»ÊÚÓè35Íò¹É£¬Õ¼ÊÚÓè×ÜÁ¿3.02%¡£¹«Ë¾ºËÐļ¼ÊõÈËÔ±¡¢¹ÜÀí¹Ç¸ÉµÈ1,884È˽«±»ÊÚÓè1124.40Íò¹É£¬ºÏ¼ÆÕ¼×ÜÁ¿96.98%¡£±¾´Î¼¤Àø¶ÔÏ󸲸ÇÃæ½Ï¹ã£¬¹ÜÀí²ã¹ÉȨռ±È½ÏµÍ£¬ÓÐÖúÓÚ½«´ó¶àÊýºËÐļ¼ÊõÈËÔ±¡¢¹ÜÀí¹Ç¸ÉµÄÇÐÉíÀûÒæÓ빫˾³¤Ô¶·¢Õ¹°ó¶¨ÔÚÒ»Æð¡£
Èý¡¢Ó¯ÀûÔ¤²âÓëͶ×ʽ¨Òé½áºÏÒµ¼¨Ô¤Ôö¹«¸æ£¬ÎÒÃÇС·ùµ÷Éý´ËǰӯÀûÔ¤²â¡£Ô¤¼Æ20-22Ä깫˾ʵÏÖÓªÊÕ88.93/95.81/104.99ÒÚÔª£¬Í¬±È+16.2%/+7.7%/+9.6%£»ÊµÏÖ¹éĸ¾»ÀûÈó13.72/13.82/15.13ÒÚÔª£¬Í¬±È+52.2%/+0.7%/+9.5%£¬¶ÔÓ¦EPSΪ1.66/1.68/1.84Ôª£¬Ä¿Ç°¹É¼Û¶ÔÓ¦PEΪ36/36/33X¡£¹«Ë¾¹ÀֵˮƽÒÑ»ØÂäÖÁÖг¤ÆÚ¹ÀÖµÖÐÊ࣬¹«Ë¾ÐÐÒµµØÎ»Îȹ̡¢³É±¾×ª¼ÞÄÜÁ¦Ç¿£¬Ö÷Òµ²úÄÜÈÔÓÐÀ©Õſռ䣬³¤ÆÚ³É³¤È·¶¨ÐԸߣ¬Î¬³Ö¡°ÍƼö¡±ÆÀ¼¶¡£ËÄ¡¢·çÏÕÌáʾҵÎñÀ©ÕÅËٶȲ»¼°Ô¤ÆÚ£¬³É±¾ÉÏÕdz¬Ô¤ÆÚ£¬Ê³Æ·°²È«ÎÊÌâµÈ¡£ |
6 | »ª´´Ö¤È¯ | ¶¹ãÑô£¬Å·ÑôÓ裬³Ìº½ | 1.6400 | 1.8500 | 2.1300 | °²ç÷½Íĸµ÷Ñп챨£º¹Ø×¢Ìá¼Û´ß»¯£¬°²È«ÐÔ¼Û±ÈÍ»³ö | 2020-12-30 |
YE ¹©²»Ó¦Ç󣬳ö¿ÚÒµÎñÓÐÍû±£³Ö½Ï¿ìÔö³¤¡£ ¹«Ë¾µ÷Ñм°²Ý¸ùµ÷Ñз´À¡£¬¹«Ë¾ Ëļ¾¶È¾ÓªÁ¼ºÃ£¬·ÖÒµÎñ¿´£º½ÍĸÖ÷Òµ B ¶ËÒµÎñÈÔÔÚ»Ö¸´ÖУ¬Ð¡°ü×°²úÆ·Ïú ÊÛͬ±Èά³ÖƽÎÈˮƽ£¬ ÑÜÉúÎïÖÐ YE ÏúÊÛ±íÏÖÁÁÑÛ£¬Ä¿Ç°²¿·ÖÇøÓò´¦ÓÚ¹©²»Ó¦ Çó×´¿ö£¬Ô¤¼ÆÊÕÈëÔöËÙ¿ìÓÚ½ÍĸÖ÷Òµ£¬ ¶¯ÎïÓªÑø¼°±£½¡Æ·ÒµÎñÈÔ±£³Ö½Ï¿ìÔö³¤¡£ º£ÍâÒµÎñ·½Ã棬ÔÚº£ÍâÒßÇé¼Ó¾çÏ£¬¹«Ë¾Ëļ¾¶È³ö¿ÚÒµÎñÓÐÍû±£³Ö½Ï¿ìÔö³¤£¬ Ô¤¼ÆÈ«ÄêÊÕÈëÕ¼±ÈÔÚ 30%~40%¡£
ÌÇÃ۲ɹº½øÕ¹³¬ 1/3£¬×ۺϲɹº³É±¾Ë«Î»ÊýÉÏÕÇ£¬ ´ß»¯À´ÄêÌá¼Û¿ÉÄÜ¡£ Ŀǰ¹« ˾ÌÇÃ۲ɹº½øÕ¹ÒÑÍê³É 1/3ÒÔÉÏ£¬ ±±·½ÌÇÃÛÒÑ»ù±¾²É¹ºÍê³É£¬ ÊÜÏÂÓοª¹¤ÂÊÉÏ Éý¼°´ó×ÚÉÌÆ·ÉÏÕǵÄÓ°Ï죬 ¹úÄÚÌÇÃÛ¼Û¸ñ¸öλÊýÉÏÕÇ£¬ Ô¤¼ÆËæÕ¥¼¾Öй©Ó¦Ôö¼Ó ÌÇÃÛ¼Û¸ñÓÐÍûÖð²½»ØÂä¡£´ËÍ⣬ º£ÍâÊг¡ÌÇÃÛ¼Û¸ñÆÕ±éÉÏÕÇ£¬ÆäÖжíÂÞ˹ÌÇÃÛ ¼Û¸ñ·±¶Ôö³¤£¬°£¼°ÌÇÃÛ¼Û¸ñС·ùÔö³¤£¬×ÛºÏÀ´¿´£¬µ±ÏÂÕûÌå²É¹º³É±¾Ô¤¼ÆÍ¬ ±È˫λÊýÔö³¤¡£ÔÚÌÇÃÛ¼Û¸ñÆÕÕÇ»·¾³Ï£¬È«Çò½ÍĸÁúÍ·¹«Ë¾ÔÚº£ÍâÊг¡ÒѽøÐÐ Ìá¼Û£¬ÈôÌÇÃÛ»òÆäËûÔ²ÄÁÏά³ÖÉÏÕÇÌ¬ÊÆ£¬ »ò´ß»¯À´ÄêÌá¼Û¿ÉÄÜ¡£ Ô¤¼Æ½ÍĸҵÎñÎÈÔö£¬ YE ¼°³ö¿Ú¿ìËÙÔö³¤£¬°ÙÒÚÄ¿±êʵÏÖÔÚ¼´¡£
¶ÌÆÚÀ´¿´£¬ÎÒ ÃÇÔ¤¼Æ 2021Ä깫˾½ÍĸÖ÷ҵʵÏÖ½ü˫λÊýÔö³¤£¬ YE ¼°ÆäËûÑÜÉúÎïÒµÎñÔöËÙ¿ì ÓÚ½ÍĸÖ÷Òµ£¬³ö¿ÚÒµÎñÈÔ±£³Ö½Ï¿ìÔö³¤Ì¬ÊÆ£¬¹²Í¬Íƶ¯¹«Ë¾ÊµÏÖ 2021Äê°ÙÒÚ ÊÕÈëÄ¿±ê¡£ Õ¹ÍûδÀ´£¬¹«Ë¾½ÍĸÖ÷Òµ»ý¼«²¼¾ÖÉ̳¡ÇþµÀ½øÐÐÀ©ÕÅ£¬Í¬Ê±³ÉÁ¢Åë ⿵÷ζÊÂÒµ²¿£¬ÒÔ YE ÒµÎñ×÷ΪºËÐÄ»ý¼«Íƶ¯ÊÂÒµ²¿Ôö³¤£¬²¢ÔÚÏßÉÏÇþµÀÔ¶ÆÚ ¹æ»®ÊµÏÖ 10ÒÚ£¬Á¦ÕùʵÏÖ 12ÒÚ¹æÄ£¡£º£ÍâÒµÎñ·½Ã棬¹«Ë¾Ä¿Ç°µ÷Õû×éÖ¯¼Ü¹¹£¬ ÔÚº£ÍâÊг¡ÉèÁ¢ 6´óÊÂÒµ²¿£¬¾ÓªÍŶӸüÌù½üÊг¡Ç°Ïߣ¬ÓÐÀûÓÚº£ÍâÊг¡¾«Ï¸ »¯ÔËÓª¡£ ¹Ø×¢Ìá¼Û¼°º£ÍâÒµÎñ´ß»¯£¬ °²È«ÐÔ¼Û±ÈÍ»³ö¡£
¹«Ë¾×÷ΪȫÇòµÚÈý£¬ÑÇÖÞµÚÒ»´ó ½Íĸ¹«Ë¾£¬ÔÚ¹úÄÚÊÐÕ¼Âʽü 60%£¬¾ß±¸¾ø¶Ô¶¨¼ÛȨ£»ÔÚº£ÍâÊг¡¹«Ë¾ÏúÊÛÓÐÍû ά³Ö½Ï¿ìÔö³¤£¬ÇÒ¼Û¸ñµÍÓÚ¾ºÆ· 20%£¬ÓнϴóÌá¼Û¿Õ¼ä¡£ÔÚÌÇÃ۳ɱ¾ÆÕÕÇ»·¾³ ϼ°º£Í⾺ƷÖ÷¶¯Ìá¼ÛǰÌáÏ£¬¹«Ë¾¹úÄÚÍâ½Íĸ²úÆ·¾ß±¸Ìá¼ÛÌõ¼þ£¬ YE ÔÚ¹© ²»Ó¦ÇóÏ´æÔÚÌá¼Û¿ÉÄÜ£¬ÆäËûÔ²ÄÁÏÉÏÕÇÏÂÓÐÍû´ø¶¯ÆäËûÒµÎñ×Ó°å¿éÌá¼Û¡£¿¼ Âǵ½Ëļ¾¶È¹«Ë¾ C ¶ËÒµÎñÔöËÙ»·±ÈÓÐËù»ØÂ䣬ÎÒÃÇÂÔµ÷Õû 2020-2022Äê EPS Ô¤²âÖÁ 1.64/1.85/2.13Ôª£¨ÔÔ¤²âΪ 1.70/1.95/2.25Ôª£© £¬ ¶ÔÓ¦ P/E Ϊ 29X/25X/22X£¬ °²È«ÐÔ¼Û±ÈÍ»³ö¡£ÎÒÃǸøÓèÒ»ÄêÄ¿±ê¼ÛÇø¼äΪ 63~75Ôª£¬¶ÔÓ¦ 2022Äê P/E Ϊ 30X~35X£¬Î¬³Ö¡°Ç¿ÍÆ¡± ÆÀ¼¶¡£ ·çÏÕÒòËØ£º º£ÍâÊг¡¼°¹úÄÚ B ¶ËÒµÎñ²»¼°Ô¤ÆÚ£¬Ð¡°ü×°ÒµÎñ´ó·ùÏ»¬£¬»ãÂÊ ²¨¶¯µÈ¡£ |