① 鍖楁枟瀵艱埅鍗鏄熺浉鍏蟲傚康涓婂競鍏鍙歌偂紲ㄦ湁鍝浜涳紵
鍖楁枟瀵艱埅鍗鏄熺浉鍏蟲傚康涓婂競鍏鍙歌偂紲ㄦ湁鍝浜涳紵
涓昏惀鍗鏄熷艱埅瀹氫綅浜у搧(鍗鏄熷艱埅鑺鐗囥佹ā鍧楀強瀵艱埅緇堢)錛屽苟璐鍗庝俊澶╃嚎鍜屼匠鍒╃數瀛愬垏鍏ュ崼鏄熷艱埅澶╃嚎棰嗗煙銆備笅闈㈠皬緙栧甫鏉ュ寳鏂楀艱埅鍗鏄熺浉鍏蟲傚康涓婂競鍏鍙歌偂紲ㄦ湁鍝浜涳紝澶у朵竴璧鋒潵鐪嬬湅鍚,甯屾湜鑳藉甫鏉ュ弬鑰冦
鍖楁枟瀵艱埅鍗鏄熺浉鍏蟲傚康涓婂競鍏鍙歌偂紲ㄦ湁鍝浜?
鐏綆鑲′喚闀垮緛鐏綆鎶鏈鑲′喚鏈夐檺鍏鍙(綆縐扮伀綆鑲′喚)鏄涓鍥借埅澶╃戞妧闆嗗洟鍏鍙告棗涓嬩粠浜嬭埅澶╃數瀛愭祴鎺с佽埅澶╃數瀛愬規姉銆佽埅澶╁埗瀵箋佽埅澶╃數瀛愬厓鍣ㄤ歡涓撲笟鐨勯珮縐戞妧涓婂競鍏鍙(鑲＄エ浠ｅ彿600879)銆
鍖楁枟瀵艱埅榫欏ご鑲℃湁寰堝氾紝姣斿備腑嫻瘋揪銆佹尟鑺縐戞妧銆佺儲鑿辮偂浠姐佸寳鏂楁槦閫氱瓑銆備腑嫻瘋揪(300177)鍏鍙稿墠韜騫垮窞鍘熷壋鏁扮爜縐戞妧鏈夐檺鍏鍙哥敱寤栧畾嫻楓佹潕涓鐞冦佸緪宄板叡鍚屽嚭璧勭粍寤恆
涓鍥藉崼鏄600118銆備腑鍥藉崼鏄600118錛氬寳鏂楅緳澶磋偂銆12鏈3鏃ユ秷鎮錛岃祫閲戝噣嫻佸嚭3829涓囧厓錛岃秴澶у崟鍑嫻佸嚭202涓囧厓錛屾垚浜ら噾棰84浜垮厓銆
涓鍥藉崼鏄(600118)錛屽寳鏂楁槦閫(002151)錛屽浗鑵劇數瀛(300101)錛屾搗鏍奸氫俊(002465)錛屽悎浼楁濆．(002383)錛屽崕鍔涘壋閫(300045)錛屽洓緇村浘鏂(002405)錛岃秴鍥捐蔣浠(300036)絳夈
鏁板瓧緇忔祹璧嬭兘鍖楁枟浜т笟榪庣垎鍙
榪戞棩錛屾柊鍗庣ぞ鍙戝竷鏂伴椈縐版柊鍗庣ぞ璁拌呬粠涓鍥藉崼鏄熷艱埅緋葷粺綆＄悊鍔炲叕瀹や簡瑙ｅ埌錛岀粡鍏ㄧ悆榪炵畫鐩戞祴璇勪及緋葷粺瀹炴祴錛屽寳鏂椾笁鍙峰叏鐞冨崼鏄熷艱埅緋葷粺瀹氫綅瀵艱埅鎺堟椂鏈嶅姟鍏ㄧ悆鑼冨洿鎬ц兘鎸囨爣鍏堣繘銆佷簹澶鍖哄煙鎬ц兘鏇翠紭錛屽寳鏂楃郴緇熻繘鍏ユ寔緇紼沖畾銆佸揩閫熷彂灞曟柊闃舵點
嫻鋒牸閫氫俊(002465)銆佷腑鍥藉崼鏄(600118)銆佹尟鑺縐戞妧(300101)銆佸崕鍔涘壋閫(300045)銆佷腑嫻瘋揪(300177)銆佸寳鏂楁槦閫(002151)鍖楁枟鍗鏄熷艱埅緋葷粺鍦ㄦ湭鏉ュ皢闈涓翠笁澶у彂灞曟満閬囷細絎涓鏄鍥藉舵斂絳栨寔緇鍒╁ソ銆
鍗佸ぇ鍗鏄熷艱埅姒傚康鑲′竴瑙堬細鍖楁枟鏄熼(002151)錛氱煭鏈熶笟緇╂湁鍘嬪姏闀挎湡鐪嬪ソ鍏鍙鎬笓闂ㄤ粠浜嬪崼鏄熷艱埅瀹氫綅浜у搧銆佸熀浜庝綅緗鐨勪俊鎮緋葷粺鍜岃繍钀ユ湇鍔′笟鍔°傜洰鍓嶅叕鍙稿凡紜絝嬪湪嫻鋒磱娓斾笟銆佸浗闃層佹祴緇樸佹腐鍙ｇ瓑楂樼涓撲笟甯傚満涓鐨勯嗗厛鍦頒綅銆
涓嫻瘋揪鍏ㄥ悕騫垮窞涓嫻瘋揪鍗鏄熷艱埅鎶鏈鑲′喚鏈夐檺鍏鍙革紝鏄鍥藉唴嫻嬬粯鍦扮悊淇℃伅鎶鏈瑁呭囬嗗煙絎涓瀹朵笂甯備紒涓氥
鏁板瓧鍖栨椂浠ｇ殑浜у搧浠鋒牸鍜屽埄娑﹁秺鏉ヨ秺浣庯紝浣嗕簰鑱旂綉鏃犻檺鏀懼ぇ浜у搧鍜屼漢鐨勪環鍊礆紝閾炬帴鐢熶駭鍜屾秷璐瑰緩絝嬫柊鐨勭敓浜у叧緋伙紝鑰屾暟瀛楀寲璁＄畻浜虹殑浠峰礆紝鏍規嵁浜虹殑璐＄尞鍊兼妸鍒涢犲嚭鏉ョ殑鍒╂鼎鍚堢悊鍒嗛厤銆
鍖楁枟鍗鏄熷艱埅姒傚康鑲″崼鏄熷艱埅浜т笟鍥涘ぇ緇嗗垎甯傚満灝嗘ュ叆楂樺為暱錛氱涓涓洪珮絝鍒墮犱笟錛屽寘鎷瀵艱埅鑺鐗囧拰妯″潡銆佸氱嶅氭牱鐨勯氫俊鑺鐗囧拰妯″潡銆佹帴鏀舵満緇勪歡銆佹樉紺哄櫒浠朵笌鏁存満闆嗘垚絳夈
鍖楁枟榫欏ご鑲＄エ鏈夊摢浜?
涓鍥藉崼鏄(600118)錛氶緳澶
涓鍥藉崼鏄(600118)3鏃ュ唴鑲′環3澶╀笂娑錛屼笂娑2.25%錛屾渶鏂版姤22.22鍏冿紝2023騫存潵涓婃定0.68%銆
2021騫翠腑鍥藉崼鏄熷叕鍙歌惀涓氭繪敹鍏70.59浜匡紝鍑鍒╂鼎涓2.04浜垮厓銆
鍖楁枟緋葷粺鐢變腑鍥借嚜涓誨緩璁俱佺嫭絝嬭繍琛岋紝涓庝笘鐣屽叾浠栧崼鏄熷艱埅緋葷粺鍏煎瑰叡鐢錛屽湪鐢ㄦ埛鏁伴噺涓婃病鏈夐檺鍒訛紝浣嶇疆綺懼害騫抽潰10綾熾侀珮紼10綾熾
鍖楁枟姒傚康鑲℃湁鍝浜?
鍖楁枟鏄熼(002151)錛1鏈17鏃ュ紑鐩樻秷鎮錛屽寳鏂楁槦閫5鏃ュ唴鑲′環涓婃定2.33%錛屼粖騫存潵娑ㄥ箙涓婃定0.8%錛屾渶鏂版姤28.780鍏冿紝娑0.95%錛屽競鐩堢巼涓71.95銆
鍔插槈鑲′喚(002191)錛1鏈17鏃ュ姴鍢夎偂浠藉紑鐩樻秷鎮錛7鏃ュ唴鑲′環涓婃定0.26%錛屼粖騫存潵娑ㄥ箙涓婃定2.51%錛屾渶鏂版姤7.570鍏冿紝璺0.26%錛屽競鍊間負111.35浜垮厓銆
鍚鏄庝俊鎮(002232)錛1鏈17鏃ュ紑鐩樻渶鏂版秷鎮錛屽惎鏄庝俊鎮鏄ㄦ敹13.76鍏冿紝鎴鑷充笅鍗堜笁鐐規敹鐩橈紝璇ヨ偂璺2.25%鎶13.450鍏冦
瀵屼復榪愪笟(002357)錛1鏈17鏃ュ紑鐩樻秷鎮錛屽瘜涓磋繍涓(002357)娑3.96%錛屾姤6.830鍏冿紝鎴愪氦棰2.47浜垮厓銆
紲炲墤鑲′喚(002361)錛1鏈17鏃ユ秷鎮錛岀炲墤鑲′喚鏈鏂版姤浠4.300鍏冿紝3鏃ュ唴鑲′環涓婃定3.95%;浠婂勾鏉ユ定騫呬笂娑5.12%錛屽競鐩堢巼涓43銆
鍚堜紬鎬濆．(002383)錛1鏈17鏃ュ悎浼楁濆．寮鐩樻秷鎮錛7鏃ュ唴鑲′環涓婃定2.61%錛屼粖騫存潵娑ㄥ箙涓婃定5.22%錛屾渶鏂版姤7.280鍏冿紝娑0.41%錛屽競鍊間負53.9浜垮厓銆
闆風戦槻鍔(002413)錛氶浄縐戦槻鍔℃渶鏂版姤浠4.540鍏冿紝7鏃ュ唴鑲′環涓婃定1.1%;浠婂勾鏉ユ定騫呬笅璺-0.22%錛屽競鐩堢巼涓-23.9銆
鐩涜礬閫氫俊(002446)錛1鏈17鏃ユ秷鎮錛岀洓璺閫氫俊浠婂勾鏉ユ定騫呬笅璺-11.44%錛屾渶鏂版姤9.440鍏冿紝娑2.05%錛屾垚浜ら3.37浜垮厓銆
嫻鋒牸閫氫俊(002465)錛1鏈17鏃ュ紑鐩樻秷鎮錛屾搗鏍奸氫俊5鏃ュ唴鑲′環涓婃定1.07%錛屼粖騫存潵娑ㄥ箙涓婃定0.95%錛屾渶鏂版姤8.450鍏冿紝甯傜泩鐜囦負30.18銆
鍖楁枟鍗鏄熷艱埅榫欏ご鑲＄エ鏄璋
鍖楁枟鍗鏄熷艱埅鏈変互涓嬪嚑涓榫欏ご鑲＄エ
1.涓鍥藉崼閫氾紝涓鍥藉崼閫氭槸鐢變腑鍥藉崼閫氶泦鍥㈣偂浠芥湁闄愬叕鍙稿彂琛岀殑涓鏀鑲＄エ錛屽叕鍙告嫢鏈夌洰鍓嶅浗鍐呮渶澶х殑姘戠敤鍗鏄熷湴鐞冪珯鍜屽艱埅鐢靛瓙鍦板浘鏁版嵁搴擄紝鏄鍚嶅壇鍏跺疄鐨勮屼笟寮曢嗚咃紝鑲＄エ浠ｇ爜601698銆
2.涓鍥藉崼鏄燂紝涓鍥藉崼鏄熸槸鐢變腑鍥戒笢鏂圭孩鍗鏄熻偂浠芥湁闄愬叕鍙稿彂琛岀殑涓鏀鑲＄エ錛屽叕鍙鎬綔涓烘垜鍥藉敮涓涓瀹跺崼鏄熷埗閫犱笂甯傚叕鍙革紝浠ュ皬鍗鏄熷拰寰灝忓崼鏄熶袱澶ф諱綋涓虹壍寮曪紝涓烘垜鍥藉崼鏄熶簨涓氳礎鐚鍔涢噺銆備腑鍥藉崼鏄熻繕鏄疻IFI6榫欏ご鑲★紝鑲＄エ浠ｇ爜600118銆
3.鍥涚淮鍥炬柊錛屽洓緇村浘鏂版槸鐢卞寳浜鍥涚淮鍥炬柊縐戞妧鑲′喚鏈夐檺鍏鍙稿彂琛岀殑涓鏀鑲＄エ錛屽叕鍙告槸涓鍥芥渶澶с佸叏鐞冪鍥涘ぇ鐨勬暟瀛楀湴鍥炬彁渚涘晢錛屼負鍏ㄧ悆鐢ㄦ埛鎻愪緵楂樿川閲忕殑鍦扮悊淇℃伅浜у搧鍜屾湇鍔★紝鑲＄エ浠ｇ爜002405銆
4.嫻鋒牸閫氫俊錛屾搗鏍奸氫俊鏄鐢卞箍宸炴搗鏍奸氫俊闆嗗洟鑲′喚鏈夐檺鍏鍙稿彂琛岀殑涓鏀鑲＄エ錛屽叕鍙鎬笓涓氫粠浜嬫棤綰塊氫俊銆佺綉緇滈氫俊銆佺Щ鍔ㄥ畾浣嶄駭鍝佺爺鍙戱紝鑲＄エ浠ｇ爜002465銆
鍖楁枟瀵艱埅鏈鍙楃泭鐨勮偂紲ㄦ湁鍝浜
1銆佸寳鏂楀艱埅鍙楃泭鏈澶х殑涓婂競鍏鍙告湁鍗撹儨寰銆佸姴鍢夎偂浠姐佹搗娌瑰彂灞曘佽埅澶╃數瀛愩佷腑鍥藉崼閫氱瓑絳夊寳鏂椾駭涓氱殑鍏鍙搞
2銆佺伀綆鑲′喚闀垮緛鐏綆鎶鏈鑲′喚鏈夐檺鍏鍙(綆縐扮伀綆鑲′喚)鏄涓鍥借埅澶╃戞妧闆嗗洟鍏鍙告棗涓嬩粠浜嬭埅澶╃數瀛愭祴鎺с佽埅澶╃數瀛愬規姉銆佽埅澶╁埗瀵箋佽埅澶╃數瀛愬厓鍣ㄤ歡涓撲笟鐨勯珮縐戞妧涓婂競鍏鍙(鑲＄エ浠ｅ彿600879)銆
3銆佷腑鍥藉崼鏄(600118)錛屽寳鏂楁槦閫(002151)錛屽浗鑵劇數瀛(300101)錛屾搗鏍奸氫俊(002465)錛屽悎浼楁濆．(002383)錛屽崕鍔涘壋閫(300045)錛屽洓緇村浘鏂(002405)錛岃秴鍥捐蔣浠(300036)絳夈
鍖楁枟瀵艱埅姒傚康鑲′竴瑙堝寳鏂楀艱埅姒傚康鑲＄エ鏈夊摢浜?
1銆佹搗鏍奸氫俊(002465)銆佷腑鍥藉崼鏄(600118)銆佹尟鑺縐戞妧(300101)銆佸崕鍔涘壋閫(300045)銆佷腑嫻瘋揪(300177)銆佸寳鏂楁槦閫(002151)鍖楁枟鍗鏄熷艱埅緋葷粺鍦ㄦ湭鏉ュ皢闈涓翠笁澶у彂灞曟満閬囷細絎涓鏄鍥藉舵斂絳栨寔緇鍒╁ソ銆
2銆佷腑鍥藉崼鏄600118銆備腑鍥藉崼鏄600118錛氬寳鏂楅緳澶磋偂銆12鏈3鏃ユ秷鎮錛岃祫閲戝噣嫻佸嚭3829涓囧厓錛岃秴澶у崟鍑嫻佸嚭202涓囧厓錛屾垚浜ら噾棰84浜垮厓銆
3銆佸洓緇村浘鏂(002405)銆佽秴鍥捐蔣浠(300036)銆佸悎浼楁濆．(002383)絳夌郴緇熸湇鍔″晢鍧囧湪鍔犲揩鎶鏈鍒涙柊錛屾帹鍑轟笌鍖楁枟瀵艱埅鍗鏄熶駭涓氱浉閫傚簲鐨勬妧鏈搴旂敤銆
4銆佷綘濂!鍖楁枟鍐涘伐姒傚康鑲″寘鎷浣嗕笉闄愪簬濡備笅澶氬彧涓鑲★細600118涓鍥藉崼鏄;600879鑸澶╃數瀛;600435鍖楁柟瀵艱埅;002025鑸澶╃數鍣;002151鍖楁枟鏄熼氥傘傚傛湁鐤戦棶錛岃瘋拷闂銆
鍑璧勪駭,楂樿揪鍗佸叓鐐瑰氱殑鍖楁枟瀵艱埅鑲＄エ鏄閭ｅ朵笂甯傚叕鍙
1銆侀樹富鏄鍚︽兂璇㈤棶鈥滃寳鏂楀艱埅鑲＄エ鏄鍝瀹朵笂甯傚叕鍙糕?嫻鋒牸閫氫俊銆傚寳鏂楀艱埅涓婂競鍏鍙稿緢澶氾紝鍙鏈夋搗鏍奸氫俊鏄涓鍥藉寳鏂楀崼鏄熴佸寳鏂楀艱埅銆5G閫氫俊銆佸浗浜ц姱鐗囩殑鍞涓榫欏ご錛屽畨鍏ㄥ彲闈狅紝鍊煎緱淇¤禆銆
3銆佹瘮浜氳開鐨勪駭涓氶摼甯冨矓涓嶆柇鍗囨俯錛屽叏鍔涙帹鍔ㄥ崐瀵間綋鍒嗘媶涓婂競錛屽厛鍚庡叆鑲″崕澶у寳鏂(楂樼簿搴﹀艱埅)銆侀樋鐗規柉(鍏変紡)銆佹箹鍗楄曡兘(姝ｆ瀬鏉愭枡)絳変駭涓氶摼鏍稿績鍏鍙搞