㈠ 楂樻墜鎸囩偣601168瑗塊儴鐭誇笟鍚庡競
601186錛氭湁鑹茬殑浼樿川鑲$エ涔嬩竴錛岃ヨ偂涓昏佸噺鎸佸嚭鐜板湪浠婂勾1鏈堬紝鑰屼笖鍙嶅嶅湪120鏃ュ潎綰誇箣涓嬫斁閲忔礂鐩樻尟鑽★紝騫村悗寮濮嬫媺鍗囷紝璇ヨ偂鐩鍓嶇煭鏈熺殑娑ㄥ箙姣旇緝宸ㄥぇ錛岀煭鏈熻幏鍒╃洏寮濮嬪嚭灞錛岃В紱佺殑鎶涘敭鍘嬪姏鍔犲ぇ錛屽姞涓婃湁鑹叉澘鍧楄繛緇2鍛ㄧ殑寮哄姴璧板娍錛屽悗甯傞毦浠ユ寔涔呰〃鐜幫紝浣嗘槸渚濇棫鏈夋湜闅忕潃澶х洏涓婅屻傝ヨ偂鐭綰垮洖璋冨埌浜5鏃ュ潎綰塊檮榪戱紝鍙瑕佷笉鐮10鏃ュ潎綰跨殑鏀鎾戱紝鍚庡競榪樻湁鏈轟細緇х畫涓婅屻傚彲浠ヨ冭檻鏆傛椂鎸佹湁
600050錛3G榫欏ご錛屼篃鏄涓涓闈炲父涓嶉敊鐨勯緳澶磋摑絳硅偂銆傝ヨ偂緇忚繃浜嗗幓騫3G鐨勭倰浣滀箣鍚庯紝涓鐩翠笅璺屽埌騫村墠鏈鍚庝竴涓浜ゆ槗鏃ユ墠浼佺ǔ鍥炲崌銆傜煭鏈熸潵鐪嬶紝璇ヨ偂鍘嬪姏浣嶅湪6.3鍏冮檮榪戱紝鍗沖墠鏈熷皬楂樼偣銆備腑闀跨嚎鏉ョ湅錛岃ヨ偂鍙楃泭鏈澶х殑灝辨槸3G琛屼笟鐨勫法澶ф姇璧勫拰鍥藉朵俊鎮浜т笟鎸鍏磋勫垝鐨勫嚭鍙般傞暱鏈熸潵鐪嬶紝浣犲湪鐜板湪榪欎釜浠蜂綅浠嬪叆鑱旈氭寔鏈夋姇璧勶紝鏄涓涓涓嶉敊鐨勯夋嫨銆
涓や釜鑲$エ閮芥槸濂借偂紲ㄣ備釜浜鴻や負瑗塊儴榪樺彲浠ユ殏鏃舵寔鏈夛紝鑱旈氶暱綰挎姇璧勪笉閿欙紒瀵逛簬鐜板湪鐨勮屾儏鏉ョ湅錛岃繕鏄灝戝姩涓哄ソ錛屼互鍏嶅嚭鐜伴敊璇鐨勮拷娑ㄦ潃璺
㈡ 閾佺熆鐭蟲傚康鑲″紓鍔ㄦ媺鍗
鎹鏈鏂版秷鎮鏄劇ず錛岄搧鐭跨煶姒傚康鑲″紓鍔ㄦ媺鍗囷紝瑗塊儴鐭誇笟錛601168錛夈佸欏彲钃濆氾紙600882錛夎偂浠蜂笂娑ㄨ秴榪2%錛屽畯杈劇熆涓氾紙600532錛夈侀噾宀鐭誇笟錛000655錛夌瓑涓鑲′篃鏈夊皬騫呰窡娑ㄣ傞偅涔堬紝閾佺熆鐭崇浉鍏寵偂紲ㄦ湁鍝浜涘憿錛熶笅闈㈠皬緙栧氨甯﹀ぇ瀹舵潵綆鍗曠殑浜嗚В涓涓嬬浉鍏崇殑淇℃伅鍚с
鎹鎶ラ亾錛岄搧鐭跨煶姒傚康鑲2鏈12鏃ュ崍鍚庡紓鍔ㄦ媺鍗囷紝瑗塊儴鐭誇笟錛601168錛夈佸叴涓氱熆涓氾紙000426錛夈佸欏彲钃濆氾紙600882錛夎偂浠蜂笂娑ㄨ秴榪2%錛屽箍涓滄槑鐝狅紙600382錛夈佸畯杈劇熆涓氾紙600532錛夈侀噾宀鐭誇笟錛000655錛夈侀瞾閾舵姇璧勶紙600784錛夈佸崡閽㈣偂浠斤紙600282錛夈佷笂嫻烽挗鑱旓紙300226錛夌瓑涓鑲′篃鏈夊皬騫呬笂鎵銆
椴侀摱鎶曡祫錛600784錛夛細鍏鍙2019涓婂崐騫村疄鐜拌惀涓氭繪敹鍏7.4浜匡紝鍚屾瘮涓嬮檷0.8%錛岄檷騫呰緝2018騫存敹紿勶紱瀹炵幇褰掓瘝鍑鍒╂鼎-2032.6涓囷紝2018騫村悓鏈熶負7298.9涓囧厓錛屾湭鑳界淮鎸佺泩鍒╃姸鎬併傛姤鍛婃湡鍐咃紝鍏鍙告瘺鍒╃巼涓24.1%錛屽悓姣旀彁楂11.4涓鐧懼垎鐐廣傚叕鍙2019鍗婂勾搴﹁惀涓氭垚鏈5.6浜匡紝鍚屾瘮涓嬮檷13.8%錛岄珮浜庤惀涓氭敹鍏0.8%鐨勪笅闄嶉熷害錛屾瘺鍒╃巼涓婂崌11.4%銆
鍗楅挗鑲′喚錛600282錛夛細鍗楅挗鑲′喚鏄琛屼笟棰嗗厛鐨勫叏嫻佺▼澶у瀷閽㈤搧鑱斿悎浼佷笟銆傚叕鍙告墦閫犻挗閾佷富涓氬拰闈為挗浜т笟鐩鎬簰璧嬭兘鐨勫嶅悎鐢熸佺郴緇燂紝閽㈤搧涓氬姟鍖呮嫭閽㈡潗浜у搧鐨勭敓浜с侀攢鍞鍜屽姞宸ラ厤閫併傚崡閽㈣偂浠芥ゅ墠宸茬粡鍙戝竷2019騫村崐騫村害鎶ュ憡錛屽叕鍛婃樉紺猴紝鎶ュ憡鏈熷唴瀹炵幇钀ユ敹240.95浜垮厓錛屽悓姣斿為暱11.44%錛涘綊灞炰簬涓婂競鍏鍙歌偂涓滅殑鍑鍒╂鼎18.41浜垮厓錛岃緝2018騫村悓鏈熶笅婊19.56%銆
㈢ 鐗歸挗姒傚康鑲″紓鍔ㄦ媺鍗
鎹鏈鏂版秷鎮鏄劇ず錛岀壒閽㈡傚康鑲″紓鍔ㄦ媺鍗囷紝瑗塊儴鐭誇笟錛601168錛夎偂浠峰ぇ娑ㄨ秴榪8%錛屾柟澶х壒閽錛600507錛夋定閫6%錛岃タ瀹佺壒閽錛600117錛夈佸叓涓閽㈤搧錛600581錛夌瓑涓鑲′篃鏈夊皬騫呰窡娑ㄣ傞偅涔堬紝鐗歸挗姒傚康鑲¢兘鏈夊摢浜涘憿錛熶笅闈㈠皬緙栧氨緇欐姇璧勮呬滑綆鍗曠殑浠嬬粛涓涓嬬浉鍏崇殑淇℃伅鍚с
鎹鎶ラ亾錛岀壒閽㈡傚康鑲10鏈28鏃ユ棭鐩樺紓鍔ㄦ媺鍗囷紝瑗塊儴鐭誇笟錛601168錛夎偂浠峰ぇ娑ㄨ秴榪8%錛屾柟澶х壒閽錛600507錛夈佷箙絝嬬壒鏉愶紙002318錛夋定閫6%錛孲T鎶氶挗錛600399錛夋定騫呰秴榪3%錛岃タ瀹佺壒閽錛600117錛夈佸叓涓閽㈤搧錛600581錛夈侀煻閽㈡澗灞憋紙000717錛夈佹案鍏存潗鏂欙紙002756錛夌瓑涓鑲′篃鏈変笉閿欑殑琛ㄧ幇銆
鍏涓閽㈤搧錛氬叕鍙鎬粖騫翠笂鍗婂勾瀹炵幇钀ヤ笟鎬繪敹鍏98浜匡紝鍚屾瘮澧為暱鎺ヨ繎3%錛涘疄鐜板綊姣嶅噣鍒╂鼎6920.1涓囷紝鍚屾瘮涓嬮檷44%錛岄檷騫呰緝鍘誨勾鍚屾湡鎵╁ぇ銆傚叕鍙2020鍗婂勾搴﹁惀涓氭垚鏈90.4浜匡紝鍚屾瘮澧為暱4.2%錛岄珮浜庤惀涓氭敹鍏2.7%鐨勫為燂紝瀵艱嚧姣涘埄鐜囦笅闄1.3%銆傛湡闂磋垂鐢ㄧ巼涓6.8%錛岃緝鍘誨勾涓嬮檷0.8涓鐧懼垎鐐廣傜粡钀ユх幇閲戞祦鐢-3.7浜垮炲姞鑷6.8浜匡紝鍚屾瘮涓婂崌284.6%銆
㈣ 601168瑗塊儴鐭誇笟鐨勮繎鏈熻蛋鍔垮備綍,鏄鍚﹀彲浠ヤ粙鍏
璧勯噾榪涘嚭 浠婃棩嫻佸嚭27500.6涓,10鏃ュ唴嫻佸嚭8092.9涓,30鏃ュ唴嫻佸嚭98855.2涓囥 榪戞湡璧勯噾嫻佸嚭,閫傚疁瑙傛湜
鎴愭湰瀹氫綅 浠婃棩鎴愭湰37.50鍏,20鏃ュ唴38.82鍏,60鏃ュ唴38.40鍏冦 浠婃棩鑲′環浣庝簬涓誨姏鎴愭湰2.34
寮傚姩嫻嬪害 浠婃棩鎸囨爣鍊間負 2.00 浠婃棩涓誨姏鏃犲紓鍔ㄦ搷浣
搴勮偂瑙e墫 鏈烘瀯浠嬪叆姣斾緥3.50 涓誨姏杞誨害鎺х洏
鏃墮棿涔嬬獥 2007騫12鏈23鏃 12鏈23鏃ヤ負鑳滆呰灪鏃嬭漿鎶樻棩
寮哄急鎸囨爣 鐭鏈熷己搴48.32錛屼腑鏈熷己搴46.53 涓鐭鏈熷急鍔匡紝鍚戞貳
瓚嬪娍鍔ㄥ悜 鐭鏈熶環鏍艱秼鍔38.71 涓嬭穼瓚嬪娍錛屽悜娣
鏀鎾戝帇鍔 涓鏈熷帇鍔50.26, 鐭鏈熷帇鍔42.55, 涓鏈熸敮鎾32.36, 鐭鏈熸敮鎾34.42 鍦ㄧ變綋鍐咃紝鍙娉㈡墊搷浣