㈠ 涓鍥借偂紲ㄦ定騫呮渶澶х殑涓鏀鏄澶氬皯鍊
鍗曞氨娑ㄥ箙鏉ョ湅錛岀涓澶х墰鑲℃槸涓囩慉錛屼笂甯傝嚦浠婃定騫呴珮杈274鍊嶏紱浼婂埄鑲′喚錛600887錛夌殑娑ㄥ箙涓227鍊嶏紝鎺掑悕絎浜岋紱娉稿窞鑰佺獤錛000568錛夈佽吹宸炶寘鍙幫紙600519錛夈佹牸鍔涚數鍣錛000651錛夈佷簯鍗楃櫧鑽錛000538錛変笂甯備互鏉ョ殑娑ㄥ箙鍧囪秴榪100鍊嶏紝鍗寵繖浜涘ぇ鐗涜偂鍧囨槸甯傚満涓婅崇啛鑳借︾殑鐧介┈鑲°傝繖涓杞澶ф定錛岄樻潗鑲°佸栬偂澶ц屽叾閬擄紝鍙堣╁緢澶氫漢蹇冪敓鍔ㄦ憞錛屼簨瀹炰笂錛屼環鍊兼姇璧勪竴鐩撮兘鍦錛屽彧鏄瑕佽愬緱浣忓瘋瀵烇紝瀹堝緱浣忓潥鎸併
鑲″競娑ㄨ穼騫呴緳褰姒滅殑絎涓鏉挎寚鐨勬槸浠涔
榪囧線30騫達紝鍩烘湰涓婃兜鎷浜嗘墍鏈夌殑鍘嗗彶鏃舵湡錛屽洜涓烘垜鍥借祫鏈甯傚満鏄1990騫村乏鍙蟲墠寤虹珛璧鋒潵鐨勩
鏁版嵁鏄劇ず錛屼竾縐慉銆佹掣宸炶佺獤銆佷紛鍒╄偂浠姐佽吹宸炶寘鍙般佹牸鍔涚數鍣ㄤ笂甯傝嚦浠婅偂浠鋒定騫呮渶澶э紝鍏朵腑涓囩慉澶ф定321鍊嶏紝娉稿窞鑰佺獤澶ф定282鍊嶏紝浼婂埄鑲′喚澶ф定271鍊嶏紝璐靛窞鑼呭彴澶ф定244鍊嶏紝鏍煎姏鐢靛櫒澶ф定205鍊嶃
闄ゆや箣澶栵紝鍏朵粬鑲℃皯浠鑰崇啛鑳借︾殑鑲＄エ錛屽傛亽鐟炲尰鑽銆佷竾鍗庡厜瀛︺佷簯鍗楃櫧鑽銆侀暱鏄ラ珮鏂扮瓑娑ㄥ箙涔熷緢澶э紝閮藉湪50鍊嶄互涓娿
浠庤屼笟涓婄湅錛岄熷搧楗鏂欐槸鏈澶ц耽瀹訛紝鍓15瀹墮噷杈規湁5瀹跺睘浜庨熷搧楗鏂欒屼笟銆傛ｆ墍璋撴湇鍔′腑鍥芥秷璐瑰崌綰у拰鎶鏈闈╂柊鐨勶紝鎵嶆湁鍙鑳借癁鐢熷嚭鐗涜偂銆備絾閬楁喚鐨勬槸錛岀戞妧鍒涙柊綾葷殑鍏鍙歌繕杈冨皯錛屼笌緹庡浗宸璺濇瘮杈冩槑鏄俱
A鑲′腑鎴愮珛浠ユ潵娑ㄦ渶澶氱殑10鏀鑲＄エ鏈夊摢浜
榫欒檸姒滅涓鏉挎槸鎸囬緳鉶庢滄暟鎹褰撴棩娑ㄥ箙騫呮渶澶х殑涓涓鏉垮潡錛岀О涔嬩負絎涓鏉褲
鑲＄エ鍏鋒湁鍟嗗搧鐨勫睘鎬э紝璇寸櫧浜嗗氨鏄涓縐嶁滃晢鍝佲濓紝鍏朵環鏍間篃鏄鐢卞唴鍦ㄤ環鍊礆紙鏍囩殑鍏鍙鎬環鍊礆級鎵鍐沖畾鐨勶紝騫朵笖浠鋒牸鐨勫彉鍖栦篃浼氭誕鍔ㄥ湪瀹冨唴鍦ㄤ環鍊肩殑鍛ㄥ洿銆
鍍忔櫘閫氬晢鍝佷竴鏍鳳紝鑲＄エ鐨勪環鏍兼嘗鍔錛屼細鍙楀埌甯傚満涓婁緵緇欎笌闇奼傜殑褰卞搷銆
灝卞儚鐚鑲夛紝甯傚満涓婇渶瑕佸緢澶氱尓鑲夌殑鏃跺欙紝渚涗笉搴旀眰錛岄偅浠鋒牸灝變細涓婂崌錛涘綋嫻佸叆甯傚満涓鐨勭尓鑲夊氫簡錛岄犳垚渚涘ぇ浜庢眰錛屼環鏍間笅闄嶆槸鐞嗘墍褰撶劧鐨勩
鎹㈠仛鏄鑲＄エ鐨勮瘽錛10鍏/鑲＄殑浠鋒牸錛50涓浜哄崠鍑猴紝浣嗗競鍦轟笂鏈100涓涔幫紝閭ｅ彟澶50涓涔頒笉鍒扮殑浜哄氨浼氫互11鍏冪殑浠鋒牸涔板叆錛岃偂浠峰氨浼氬洜姝ゅ緱鍒版彁楂橈紝鍙嶄箣灝變細瀵艱嚧鑲′環涓嬮檷錛堢敱浜庣瘒騫呴棶棰橈紝榪欓噷灝嗕氦鏄撹繘琛岀畝鍖栦簡錛夈
鐢熸椿閲岋紝浼氭湁澶氭柟闈㈠洜緔犻犳垚涔板崠鍙屾柟鐨勬儏緇娉㈠姩錛屼粠鑰屽艱嚧渚涙眰鍏崇郴鍙樺寲錛屽叾涓瀵規や駭鐢熸繁榪滃獎鍝嶇殑鍥犵礌鏈3涓錛屾垜浠鏉ヤ粩緇嗗垎鏋愪竴涓嬨
鍦ㄨ繖涔嬪墠錛屽厛緇欏ぇ瀹墮佹嘗紱忓埄錛屽厤璐歸嗗彇鍚勮屼笟鐨勯緳澶磋偂璇︾粏淇℃伅錛屾兜鐩栧尰鐤椼佸啗宸ャ佹柊鑳芥簮鑳界儹闂ㄤ駭涓氾紝闅忔椂鍙鑳借鍒狅細緇濆瘑鏈烘瀯鎺ㄨ崘鐨勭墰鑲″悕鍗曟硠闇詫紝闄愭椂閫熼嗭紒錛
涓銆佸獎鍝嶈偂紲ㄦ定璺岀殑涓昏佸洜緔犳湁鍝浜涳紵
1銆佹斂絳
浜т笟鍜岃屼笟鍙楀浗瀹舵斂絳栫殑褰卞搷錛屾瘮濡傝存柊鑳芥簮錛岀幇鍦ㄥ浗瀹跺規柊鑳芥簮浜т笟鐨勬壎鎸佸姏搴﹁秺鏉ヨ秺澶э紝閽堝圭浉鍏充紒涓氥佷駭涓氶兘鏈夌浉搴旂殑琛ュ姪鏀跨瓥錛屾瘮濡傝ˉ璐淬佸噺紼庣瓑銆
榪欐牱鐨勬斂絳栬╁競鍦鴻祫閲戠悍綰蜂笅鍦猴紝鑰屼笖榪樹細涓嶆柇鎵懼葷浉鍏寵屼笟鏉垮潡浠ュ強涓婂競鍏鍙革紝榪欎簺閮戒細褰卞搷鑲＄エ鐨勬定璺屻
2銆佸熀鏈闈
鐪嬮暱鏈熺殑瓚嬪娍錛屽競鍦虹殑璧板娍鍜屽熀鏈闈㈢浉鍚岋紝鍩烘湰闈㈠悜濂斤紝甯傚満鏁翠綋灝卞悜濂斤紝姣斿傝寸柅鎯呭悗鎴戝浗緇忔祹鏈夋墍鍥炲崌錛屼紒涓氭湁鎵鐩堝埄錛岃繖鏍蜂竴鏉ヨ偂甯備篃鍙樺緱鏅姘斻
3銆佽屼笟鏅姘斿害
榪欑偣寰堝叧閿錛屼笉璦鑰屽柣錛岃偂紲ㄧ殑娑ㄨ穼涓嶄細鑴辯昏屼笟璧板娍錛岃繖綾誨叕鍙哥殑鑲＄エ浠鋒牸鏅閬嶄笂娑ㄧ殑鍘熷洜鏄琛屼笟鏅姘斿害濂斤紝姣斿備笂闈㈣村埌鐨勬柊鑳芥簮銆
涓轟簡璁╁ぇ瀹跺強鏃朵簡瑙ｅ埌鏈鏂拌祫璁錛屾垜鐗瑰湴鎺忓嚭浜嗗帇綆卞簳鐨勫疂璐--鑲″競鎾鎶ワ紝鑳藉強鏃舵帉鎻′紒涓氫俊鎮銆佽秼鍔挎嫄鐐圭瓑錛岀偣鍑婚摼鎺ュ氨鑳藉厤璐硅幏鍙栵細鑲″競鏅撮洦琛ㄩ噾鋙嶅競鍦轟竴鎵嬭祫璁鎾鎶
浜屻佽偂紲ㄦ定浜嗗氨涓瀹氳佷拱鍚楋紵
璁稿氭柊鎵嬪垰鎺ヨЕ鍒拌偂紲錛屼竴鐪嬫煇鏀鑲＄エ娑ㄥ娍澶уソ錛岀珛椹鎶曞叆鍑犱竾鍧楃殑璧勯噾錛屽悗鏉ョ珶鐒朵竴璺涓嬭穼錛岃濂楃殑闈炲父鐗銆傚叾瀹炶偂紲ㄧ殑娑ㄨ穼鍙浠ヤ漢涓哄湴鍦ㄧ煭鏈熷唴榪涜屾搷浣滐紝鍙瑕佹湁浜烘寔鏈夎凍澶熷氱殑絳圭爜錛屼竴鑸鏉ヨ村崰鎹甯傚満嫻侀氱洏鐨40%錛屽氨鍙浠ュ畬鍏ㄦ帶鍒惰偂浠楓傚﹀愬緩璁鑲＄エ鏂版墜錛屾妸闀挎湡鍗犳湁榫欏ご鑲¤繘琛屼環鍊兼姇璧勪綔涓烘渶鍏堣冭檻瀵硅薄錛岄槻姝㈠湪鐭綰挎姇璧勪腑鍑虹幇涓ラ噸浜忔崯銆傚悙琛鏁寸悊錛佸悇澶ц屼笟榫欏ご鑲＄エ涓瑙堣〃錛屽緩璁鏀惰棌錛
搴旂瓟鏃墮棿錛2021-09-23錛屾渶鏂頒笟鍔″彉鍖栦互鏂囦腑閾炬帴鍐呭睍紺虹殑鏁版嵁涓哄噯錛岃
871-932錛(90騫翠互鍓嶆病鏈変氦鏄撴墍)榪欐嘗琛屾儏娑ㄥ箙鏈澶х殑鏄浠ヨ鮑鍥鍟嗗煄錛600655錛変負浠ｈ〃鐨勪笂嫻瘋佸叓鑲°傛定騫呭氨涓嶅ソ綆楋紝鍥犱負榪欎簺鑲＄エ閮芥槸浠庡師濮嬭偂杞鍏ヨ偂甯傜殑錛屾嵁璇翠拱鍘熷嬭偂鐨勪漢濡傛灉鍦ㄦ渶楂樼偣鍗栵紝鑳借禋涓婂崈鍊
961-975錛氳繖娉㈣屾儏娑ㄥ箙鏈澶х殑鏄浠ユ繁縐戞妧錛000021錛夈佸洓宸濋暱鉶癸紙600839錛夈佸彂灞曢摱琛岋紙000001錛変負浠ｈ〃鐨勪紭璐ㄨ偂紲錛屽綋騫磋繖浜涜偂紲ㄤ笟緇╁緢濂斤紝鐜板湪闄や簡鍙戝睍錛屽叾瀹冧袱鏄鍨冨溇浜嗐傛繁縐戞妧鍦ㄤ竴騫村氭椂闂撮噷娑ㄥ箙杈2300%銆
995-016錛氳繖娉㈣屾儏娑ㄥ箙鏈澶х殑鏄浠ヤ笂嫻鋒呮灄錛600073錛変負浠ｈ〃鐨勭綉緇滄傚康鑲★紝涓婃搗姊呮灄鏄瀵肩伀緔錛屼絾娑ㄥ箙涓嶆槸鏈澶х殑錛屾渶澶х殑鏄緇艱壓鑲′喚錛600770)錛屾定騫930%銆
056-0711錛氳繖娉㈣屾儏娑ㄥ箙鏈澶ф槸浠ヨ吹宸炶寘鍙幫紙600519錛変負浠ｈ〃鐨勮摑絳硅偂錛屾定騫呮渶澶х殑鏄涓鍥借埞鑸訛紙600150錛夛紝娑ㄥ箙杈懼埌5000%錛50鍊嶏級銆
㈡ 鍘嗗彶涓婃定騫呮渶澶х殑鑲＄エ鏄璋,娑ㄤ簡澶氬皯鍊,鏈楂樿偂浠鋒槸澶氬皯
鍦ˋ鑲″競鍦虹殑鍘嗗彶涓婏紝娑ㄥ箙鏈楂樼殑20鍙鑲＄エ涓錛屾湁17鍙瀹炵幇浜嗚秴榪100鍊嶇殑娑ㄥ箙錛11鍙瓚呰繃浜200鍊嶏紝6鍙瓚呰繃浜500鍊嶏紝鑰屾定騫呰秴榪1000鍊嶇殑鏈3鍙銆備綅灞呮滈栫殑鑲＄エ娑ㄥ箙楂樿揪3600澶氬嶃傝繖浜涙暟鎹浠や漢鐬╃洰錛屾縺鍙戜簡鎶曡祫鑰呭硅繖浜涙槑鏄熻偂紲ㄧ殑濂藉囧績銆
鍏蜂綋鏉ョ湅錛屾定騫呰秴榪1000鍊嶇殑鑲＄エ鍖呮嫭錛
1. 涓囩慉錛31騫撮棿娑ㄥ箙杈懼埌3657.3鍊嶃
2. 鏍煎姏鐢靛櫒錛26騫撮棿娑ㄥ箙杈懼埌2449.77鍊嶃
3. 紱忚鐜葷拑錛29騫撮棿娑ㄥ箙杈懼埌1445.35鍊嶃
娑ㄥ箙鍦500鍊嶈嚦1000鍊嶄箣闂寸殑鑲＄エ鍖呮嫭錛
4. 娉稿窞鑰佺獤錛28騫撮棿娑ㄥ箙杈懼埌663.31鍊嶃
5. 浼婂埄鑲′喚錛26騫撮棿娑ㄥ箙杈懼埌509.1鍊嶃
6. 浜戝崡鐧借嵂錛29騫撮棿娑ㄥ箙杈懼埌503.79鍊嶃
娑ㄥ箙鍦200鍊嶈嚦500鍊嶄箣闂寸殑鑲＄エ鍖呮嫭錛
7. 灞辮タ奼鵑厭錛28騫撮棿娑ㄥ箙杈懼埌299.81鍊嶃
8. 璐靛窞鑼呭彴錛21騫撮棿娑ㄥ箙杈懼埌299.4鍊嶃
9. 涓囧崕鍖栧︼紝21騫撮棿娑ㄥ箙杈懼埌212.17鍊嶃
10. 鐗囦粩鐧錛19騫撮棿娑ㄥ箙杈懼埌205.75鍊嶃
11. 鐗瑰彉鐢靛伐錛25騫撮棿娑ㄥ箙杈懼埌200.35鍊嶃
娑ㄥ箙鍦100鍊嶈嚦200鍊嶄箣闂寸殑鑲＄エ鍖呮嫭錛
12. 浜旂伯娑詫紝24騫撮棿娑ㄥ箙杈懼埌181.4鍊嶃
13. 闀挎槬楂樻柊錛26騫撮棿娑ㄥ箙杈懼埌159.15鍊嶃
14. 鎮掔憺鍖昏嵂錛22騫撮棿娑ㄥ箙杈懼埌146.44鍊嶃
15. 鍗庡煙奼借濺錛26騫撮棿娑ㄥ箙杈懼埌129.47鍊嶃
16. 緔鍏夊浗寰錛17騫撮棿娑ㄥ箙杈懼埌128.86鍊嶃
17. 嫻峰皵鏅哄訛紝29騫撮棿娑ㄥ箙杈懼埌115.89鍊嶃
娑ㄥ箙鍦70鍊嶈嚦100鍊嶄箣闂寸殑鑲＄エ鍖呮嫭錛
18. 閫氱瓥鍖葷枟錛26騫撮棿娑ㄥ箙杈懼埌83.76鍊嶃
19. 涓滄柟闆ㄨ櫣錛14騫撮棿娑ㄥ箙杈懼埌80.11鍊嶃
20. 鏉夋潐鑲′喚錛26騫撮棿娑ㄥ箙杈懼埌74.74鍊嶃
浠庡勾鍖栨敹鐩婄巼鐨勮掑害鏉ョ湅錛屾帓鍚嶆湁鎵鍙樺寲銆傚勾鍖栨敹鐩婄巼瓚呰繃30%鐨勮偂紲ㄦ湁6鍙錛屽垎鍒鏄錛
1. 涓滄柟闆ㄨ櫣錛屽勾鍖栨敹鐩婄巼涓36.9%銆
2. 鏍煎姏鐢靛櫒錛屽勾鍖栨敹鐩婄巼涓35.1%銆
3. 緔鍏夊浗寰錛屽勾鍖栨敹鐩婄巼涓33.2%銆
4. 鐗囦粩鐧錛屽勾鍖栨敹鐩婄巼涓32.4%銆
5. 璐靛窞鑼呭彴錛屽勾鍖栨敹鐩婄巼涓31.3%銆
6. 涓囩慉錛屽勾鍖栨敹鐩婄巼涓30.4%銆
騫村寲鏀剁泭鐜囪秴榪20%鐨勮偂紲ㄦ湁11鍙錛屽寘鎷錛
7. 涓囧崕鍖栧︼紝騫村寲鏀剁泭鐜囦負29.1%銆
8. 紱忚鐜葷拑錛屽勾鍖栨敹鐩婄巼涓28.6%銆
9. 浼婂埄鑲′喚錛屽勾鍖栨敹鐩婄巼涓27.1%銆
10. 鎮掔憺鍖昏嵂錛屽勾鍖栨敹鐩婄巼涓25.5%銆
11. 娉稿窞鑰佺獤錛屽勾鍖栨敹鐩婄巼涓25.2%銆
12. 浜旂伯娑詫紝騫村寲鏀剁泭鐜囦負24.3%銆
13. 浜戝崡鐧借嵂錛屽勾鍖栨敹鐩婄巼涓24%銆
14. 鐗瑰彉鐢靛伐錛屽勾鍖栨敹鐩婄巼涓23.7%銆
15. 灞辮タ奼鵑厭錛屽勾鍖栨敹鐩婄巼涓22.7%銆
16. 闀挎槬楂樻柊錛屽勾鍖栨敹鐩婄巼涓21.6%銆
17. 鍗庡煙奼借濺錛屽勾鍖栨敹鐩婄巼涓20.7%銆
騫村寲鏀剁泭鐜囪秴榪15%鐨勮偂紲ㄦ湁3鍙錛屽寘鎷錛
18. 閫氱瓥鍖葷枟錛屽勾鍖栨敹鐩婄巼涓18.5%銆
19. 鏉夋潐鑲′喚錛屽勾鍖栨敹鐩婄巼涓18.2%銆
20. 嫻峰皵鏅哄訛紝騫村寲鏀剁泭鐜囦負17.9%銆
鍦ㄨ屼笟鍒嗗竷涓婏紝椋熷搧楗鏂欏拰鐢熺墿鍖昏嵂琛屼笟鍚勬湁5鍙鑲＄エ涓婃滐紝鍚勫崰25%銆傝繖涓や釜琛屼笟鐨勮偂紲ㄥ崰鎹浜嗘滃崟鐨勪竴鍗娿傞熷搧楗鏂欒屼笟涓錛岄櫎浜嗕紛鍒╄偂浠藉栵紝鍏朵綑閮芥槸鐧介厭鑲°傜櫧閰掕偂涔嬫墍浠ヨ〃鐜板嚭鑹詫紝鏄鍥犱負瀹冧滑鍦ˋ鑲″競鍦轟腑涓鐩存嫢鏈夋渶楂樼殑姣涘埄鐜囧拰ROE涔嬩竴銆傚尰鑽琛屼笟鐨凴OE涔熷父騫翠繚鎸佸湪20%浠ヤ笂銆傚剁數鍜屾苯杞﹂浂閮ㄤ歡琛屼笟鍚勬湁2鍙鑲＄エ涓婃滐紝鍚勫崰10%銆傚湪瀹剁數琛屼笟涓錛屾牸鍔涚數鍣ㄥ拰嫻峰皵鏅哄剁殑宸璺濊緝澶с傛牸鍔涚數鍣ㄧ殑騫村寲鏀剁泭鐜囨槸嫻峰皵鏅哄剁殑涓ゅ嶅氾紝鑰屾搗灝旀櫤瀹舵槸鍞涓騫村寲鏀剁泭鐜囦綆浜18%鐨勪紒涓氥
涓婅堪20鍙鐗涜偂鐨勫鉤鍧囨定騫呬負577鍊嶏紝騫沖潎騫村寲鏀剁泭鐜囦負26.32%銆傛劅鍏磋叮鐨勬姇璧勮呰繕鍙浠ヨ繘涓姝ョ爺絀惰繖浜涜偂紲ㄧ殑鍘嗗彶騫沖潎ROE錛屽彂鐜板畠浠涓庡勾鍖栨敹鐩婄巼鐩稿綋銆