① 鍖楁枟瀵艰埅鍗鏄熺浉鍏虫傚康涓婂競鍏鍙歌偂绁ㄦ湁鍝浜涳紵
鍖楁枟瀵艰埅鍗鏄熺浉鍏虫傚康涓婂競鍏鍙歌偂绁ㄦ湁鍝浜涳紵
涓昏惀鍗鏄熷艰埅瀹氫綅浜у搧(鍗鏄熷艰埅鑺鐗囥佹ā鍧楀強瀵艰埅缁堢)锛屽苟璐鍗庝俊澶╃嚎鍜屼匠鍒╃數瀛愬垏鍏ュ崼鏄熷艰埅澶╃嚎棰嗗煙銆備笅闈㈠皬缂栧甫鏉ュ寳鏂楀艰埅鍗鏄熺浉鍏虫傚康涓婂競鍏鍙歌偂绁ㄦ湁鍝浜涳紝澶у朵竴璧锋潵鐪嬬湅鍚,甯屾湜鑳藉甫鏉ュ弬鑰冦
鍖楁枟瀵艰埅鍗鏄熺浉鍏虫傚康涓婂競鍏鍙歌偂绁ㄦ湁鍝浜?
鐏绠鑲′唤闀垮緛鐏绠鎶鏈鑲′唤鏈夐檺鍏鍙(绠绉扮伀绠鑲′唤)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╃數瀛愬规姉銆佽埅澶╁埗瀵笺佽埅澶╃數瀛愬厓鍣ㄤ欢涓撲笟鐨勯珮绉戞妧涓婂競鍏鍙(鑲＄エ浠ｅ彿600879)銆
鍖楁枟瀵艰埅榫欏ご鑲℃湁寰堝氾紝姣斿備腑娴疯揪銆佹尟鑺绉戞妧銆佺储鑿辫偂浠姐佸寳鏂楁槦閫氱瓑銆備腑娴疯揪(300177)鍏鍙稿墠韬骞垮窞鍘熷垱鏁扮爜绉戞妧鏈夐檺鍏鍙哥敱寤栧畾娴枫佹潕涓鐞冦佸緪宄板叡鍚屽嚭璧勭粍寤恒
涓鍥藉崼鏄600118銆備腑鍥藉崼鏄600118锛氬寳鏂楅緳澶磋偂銆12鏈3鏃ユ秷鎭锛岃祫閲戝噣娴佸嚭3829涓囧厓锛岃秴澶у崟鍑娴佸嚭202涓囧厓锛屾垚浜ら噾棰84浜垮厓銆
涓鍥藉崼鏄(600118)锛屽寳鏂楁槦閫(002151)锛屽浗鑵剧數瀛(300101)锛屾捣鏍奸氫俊(002465)锛屽悎浼楁濆．(002383)锛屽崕鍔涘垱閫(300045)锛屽洓缁村浘鏂(002405)锛岃秴鍥捐蒋浠(300036)绛夈
鏁板瓧缁忔祹璧嬭兘鍖楁枟浜т笟杩庣垎鍙
杩戞棩锛屾柊鍗庣ぞ鍙戝竷鏂伴椈绉版柊鍗庣ぞ璁拌呬粠涓鍥藉崼鏄熷艰埅绯荤粺绠＄悊鍔炲叕瀹や簡瑙ｅ埌锛岀粡鍏ㄧ悆杩炵画鐩戞祴璇勪及绯荤粺瀹炴祴锛屽寳鏂椾笁鍙峰叏鐞冨崼鏄熷艰埅绯荤粺瀹氫綅瀵艰埅鎺堟椂鏈嶅姟鍏ㄧ悆鑼冨洿鎬ц兘鎸囨爣鍏堣繘銆佷簹澶鍖哄煙鎬ц兘鏇翠紭锛屽寳鏂楃郴缁熻繘鍏ユ寔缁绋冲畾銆佸揩閫熷彂灞曟柊闃舵点
娴锋牸閫氫俊(002465)銆佷腑鍥藉崼鏄(600118)銆佹尟鑺绉戞妧(300101)銆佸崕鍔涘垱閫(300045)銆佷腑娴疯揪(300177)銆佸寳鏂楁槦閫(002151)鍖楁枟鍗鏄熷艰埅绯荤粺鍦ㄦ湭鏉ュ皢闈涓翠笁澶у彂灞曟満閬囷細绗涓鏄鍥藉舵斂绛栨寔缁鍒╁ソ銆
鍗佸ぇ鍗鏄熷艰埅姒傚康鑲′竴瑙堬細鍖楁枟鏄熼(002151)锛氱煭鏈熶笟缁╂湁鍘嬪姏闀挎湡鐪嬪ソ鍏鍙镐笓闂ㄤ粠浜嬪崼鏄熷艰埅瀹氫綅浜у搧銆佸熀浜庝綅缃鐨勪俊鎭绯荤粺鍜岃繍钀ユ湇鍔′笟鍔°傜洰鍓嶅叕鍙稿凡纭绔嬪湪娴锋磱娓斾笟銆佸浗闃层佹祴缁樸佹腐鍙ｇ瓑楂樼涓撲笟甯傚満涓鐨勯嗗厛鍦颁綅銆
涓娴疯揪鍏ㄥ悕骞垮窞涓娴疯揪鍗鏄熷艰埅鎶鏈鑲′唤鏈夐檺鍏鍙革紝鏄鍥藉唴娴嬬粯鍦扮悊淇℃伅鎶鏈瑁呭囬嗗煙绗涓瀹朵笂甯備紒涓氥
鏁板瓧鍖栨椂浠ｇ殑浜у搧浠锋牸鍜屽埄娑﹁秺鏉ヨ秺浣庯紝浣嗕簰鑱旂綉鏃犻檺鏀惧ぇ浜у搧鍜屼汉鐨勪环鍊硷紝閾炬帴鐢熶骇鍜屾秷璐瑰缓绔嬫柊鐨勭敓浜у叧绯伙紝鑰屾暟瀛楀寲璁＄畻浜虹殑浠峰硷紝鏍规嵁浜虹殑璐＄尞鍊兼妸鍒涢犲嚭鏉ョ殑鍒╂鼎鍚堢悊鍒嗛厤銆
鍖楁枟鍗鏄熷艰埅姒傚康鑲″崼鏄熷艰埅浜т笟鍥涘ぇ缁嗗垎甯傚満灏嗘ュ叆楂樺為暱锛氱涓涓洪珮绔鍒堕犱笟锛屽寘鎷瀵艰埅鑺鐗囧拰妯″潡銆佸氱嶅氭牱鐨勯氫俊鑺鐗囧拰妯″潡銆佹帴鏀舵満缁勪欢銆佹樉绀哄櫒浠朵笌鏁存満闆嗘垚绛夈
鍖楁枟榫欏ご鑲＄エ鏈夊摢浜?
涓鍥藉崼鏄(600118)锛氶緳澶
涓鍥藉崼鏄(600118)3鏃ュ唴鑲′环3澶╀笂娑锛屼笂娑2.25%锛屾渶鏂版姤22.22鍏冿紝2023骞存潵涓婃定0.68%銆
2021骞翠腑鍥藉崼鏄熷叕鍙歌惀涓氭绘敹鍏70.59浜匡紝鍑鍒╂鼎涓2.04浜垮厓銆
鍖楁枟绯荤粺鐢变腑鍥借嚜涓诲缓璁俱佺嫭绔嬭繍琛岋紝涓庝笘鐣屽叾浠栧崼鏄熷艰埅绯荤粺鍏煎瑰叡鐢锛屽湪鐢ㄦ埛鏁伴噺涓婃病鏈夐檺鍒讹紝浣嶇疆绮惧害骞抽潰10绫炽侀珮绋10绫炽
鍖楁枟姒傚康鑲℃湁鍝浜?
鍖楁枟鏄熼(002151)锛1鏈17鏃ュ紑鐩樻秷鎭锛屽寳鏂楁槦閫5鏃ュ唴鑲′环涓婃定2.33%锛屼粖骞存潵娑ㄥ箙涓婃定0.8%锛屾渶鏂版姤28.780鍏冿紝娑0.95%锛屽競鐩堢巼涓71.95銆
鍔插槈鑲′唤(002191)锛1鏈17鏃ュ姴鍢夎偂浠藉紑鐩樻秷鎭锛7鏃ュ唴鑲′环涓婃定0.26%锛屼粖骞存潵娑ㄥ箙涓婃定2.51%锛屾渶鏂版姤7.570鍏冿紝璺0.26%锛屽競鍊间负111.35浜垮厓銆
鍚鏄庝俊鎭(002232)锛1鏈17鏃ュ紑鐩樻渶鏂版秷鎭锛屽惎鏄庝俊鎭鏄ㄦ敹13.76鍏冿紝鎴鑷充笅鍗堜笁鐐规敹鐩橈紝璇ヨ偂璺2.25%鎶13.450鍏冦
瀵屼复杩愪笟(002357)锛1鏈17鏃ュ紑鐩樻秷鎭锛屽瘜涓磋繍涓(002357)娑3.96%锛屾姤6.830鍏冿紝鎴愪氦棰2.47浜垮厓銆
绁炲墤鑲′唤(002361)锛1鏈17鏃ユ秷鎭锛岀炲墤鑲′唤鏈鏂版姤浠4.300鍏冿紝3鏃ュ唴鑲′环涓婃定3.95%;浠婂勾鏉ユ定骞呬笂娑5.12%锛屽競鐩堢巼涓43銆
鍚堜紬鎬濆．(002383)锛1鏈17鏃ュ悎浼楁濆．寮鐩樻秷鎭锛7鏃ュ唴鑲′环涓婃定2.61%锛屼粖骞存潵娑ㄥ箙涓婃定5.22%锛屾渶鏂版姤7.280鍏冿紝娑0.41%锛屽競鍊间负53.9浜垮厓銆
闆风戦槻鍔(002413)锛氶浄绉戦槻鍔℃渶鏂版姤浠4.540鍏冿紝7鏃ュ唴鑲′环涓婃定1.1%;浠婂勾鏉ユ定骞呬笅璺-0.22%锛屽競鐩堢巼涓-23.9銆
鐩涜矾閫氫俊(002446)锛1鏈17鏃ユ秷鎭锛岀洓璺閫氫俊浠婂勾鏉ユ定骞呬笅璺-11.44%锛屾渶鏂版姤9.440鍏冿紝娑2.05%锛屾垚浜ら3.37浜垮厓銆
娴锋牸閫氫俊(002465)锛1鏈17鏃ュ紑鐩樻秷鎭锛屾捣鏍奸氫俊5鏃ュ唴鑲′环涓婃定1.07%锛屼粖骞存潵娑ㄥ箙涓婃定0.95%锛屾渶鏂版姤8.450鍏冿紝甯傜泩鐜囦负30.18銆
鍖楁枟鍗鏄熷艰埅榫欏ご鑲＄エ鏄璋
鍖楁枟鍗鏄熷艰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变腑鍥藉崼閫氶泦鍥㈣偂浠芥湁闄愬叕鍙稿彂琛岀殑涓鏀鑲＄エ锛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艰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变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＄エ锛屽叕鍙镐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灏忓崼鏄熶袱澶ф讳綋涓虹壍寮曪紝涓烘垜鍥藉崼鏄熶簨涓氳础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.鍥涚淮鍥炬柊锛屽洓缁村浘鏂版槸鐢卞寳浜鍥涚淮鍥炬柊绉戞妧鑲′唤鏈夐檺鍏鍙稿彂琛岀殑涓鏀鑲＄エ锛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锛屼负鍏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.娴锋牸閫氫俊锛屾捣鏍奸氫俊鏄鐢卞箍宸炴捣鏍奸氫俊闆嗗洟鑲′唤鏈夐檺鍏鍙稿彂琛岀殑涓鏀鑲＄エ锛屽叕鍙镐笓涓氫粠浜嬫棤绾块氫俊銆佺綉缁滈氫俊銆佺Щ鍔ㄥ畾浣嶄骇鍝佺爺鍙戯紝鑲＄エ浠ｇ爜002465銆
鍖楁枟瀵艰埅鏈鍙楃泭鐨勮偂绁ㄦ湁鍝浜
1銆佸寳鏂楀艰埅鍙楃泭鏈澶х殑涓婂競鍏鍙告湁鍗撹儨寰銆佸姴鍢夎偂浠姐佹捣娌瑰彂灞曘佽埅澶╃數瀛愩佷腑鍥藉崼閫氱瓑绛夊寳鏂椾骇涓氱殑鍏鍙搞
2銆佺伀绠鑲′唤闀垮緛鐏绠鎶鏈鑲′唤鏈夐檺鍏鍙(绠绉扮伀绠鑲′唤)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╃數瀛愬规姉銆佽埅澶╁埗瀵笺佽埅澶╃數瀛愬厓鍣ㄤ欢涓撲笟鐨勯珮绉戞妧涓婂競鍏鍙(鑲＄エ浠ｅ彿600879)銆
3銆佷腑鍥藉崼鏄(600118)锛屽寳鏂楁槦閫(002151)锛屽浗鑵剧數瀛(300101)锛屾捣鏍奸氫俊(002465)锛屽悎浼楁濆．(002383)锛屽崕鍔涘垱閫(300045)锛屽洓缁村浘鏂(002405)锛岃秴鍥捐蒋浠(300036)绛夈
鍖楁枟瀵艰埅姒傚康鑲′竴瑙堝寳鏂楀艰埅姒傚康鑲＄エ鏈夊摢浜?
1銆佹捣鏍奸氫俊(002465)銆佷腑鍥藉崼鏄(600118)銆佹尟鑺绉戞妧(300101)銆佸崕鍔涘垱閫(300045)銆佷腑娴疯揪(300177)銆佸寳鏂楁槦閫(002151)鍖楁枟鍗鏄熷艰埅绯荤粺鍦ㄦ湭鏉ュ皢闈涓翠笁澶у彂灞曟満閬囷細绗涓鏄鍥藉舵斂绛栨寔缁鍒╁ソ銆
2銆佷腑鍥藉崼鏄600118銆備腑鍥藉崼鏄600118锛氬寳鏂楅緳澶磋偂銆12鏈3鏃ユ秷鎭锛岃祫閲戝噣娴佸嚭3829涓囧厓锛岃秴澶у崟鍑娴佸嚭202涓囧厓锛屾垚浜ら噾棰84浜垮厓銆
3銆佸洓缁村浘鏂(002405)銆佽秴鍥捐蒋浠(300036)銆佸悎浼楁濆．(002383)绛夌郴缁熸湇鍔″晢鍧囧湪鍔犲揩鎶鏈鍒涙柊锛屾帹鍑轰笌鍖楁枟瀵艰埅鍗鏄熶骇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鍖楁柟瀵艰埅;002025鑸澶╃數鍣;002151鍖楁枟鏄熼氥傘傚傛湁鐤戦棶锛岃疯拷闂銆
鍑璧勪骇,楂樿揪鍗佸叓鐐瑰氱殑鍖楁枟瀵艰埅鑲＄エ鏄閭ｅ朵笂甯傚叕鍙
1銆侀樹富鏄鍚︽兂璇㈤棶鈥滃寳鏂楀艰埅鑲＄エ鏄鍝瀹朵笂甯傚叕鍙糕?娴锋牸閫氫俊銆傚寳鏂楀艰埅涓婂競鍏鍙稿緢澶氾紝鍙鏈夋捣鏍奸氫俊鏄涓鍥藉寳鏂楀崼鏄熴佸寳鏂楀艰埅銆5G閫氫俊銆佸浗浜ц姱鐗囩殑鍞涓榫欏ご锛屽畨鍏ㄥ彲闈狅紝鍊煎緱淇¤禆銆
3銆佹瘮浜氳开鐨勪骇涓氶摼甯冨眬涓嶆柇鍗囨俯锛屽叏鍔涙帹鍔ㄥ崐瀵间綋鍒嗘媶涓婂競锛屽厛鍚庡叆鑲″崕澶у寳鏂(楂樼簿搴﹀艰埅)銆侀樋鐗规柉(鍏変紡)銆佹箹鍗楄曡兘(姝ｆ瀬鏉愭枡)绛変骇涓氶摼鏍稿績鍏鍙搞