⑴ 鍏充簬浜掕仈緗戦緳澶磋偂鏈夊摢浜涳紵
鍏充簬浜掕仈緗戦緳澶磋偂鏈夊摢浜涳紵
緗戠粶瀹夊叏鏉垮潡榫欏ご鑲℃槸鎸囩綉緇滃畨鍏ㄨ屼笟涓琛ㄧ幇鏈浼樼銆佸競鍊兼渶澶х殑涓婂競鍏鍙歌偂紲ㄣ傝繖浜涘叕鍙哥殑涓氬姟娑夊強緗戠粶瀹夊叏鎶鏈鐨勭爺鍙戙侀攢鍞鍜屾湇鍔＄瓑鏂歸潰錛屼笅闈㈠皬緙栧甫鏉ュ叧浜庝簰鑱旂綉榫欏ご鑲℃湁鍝浜涳紝瀵逛簬鍚勪綅鏉ヨ村ぇ鏈夊ソ澶勶紝涓璧風湅鐪嬪惂銆
鍏充簬浜掕仈緗戦緳澶磋偂鏈夊摢浜
浜掕仈緗戦緳澶磋偂鏈夌敤鍙嬬綉緇溿佷笢鏂瑰浗淇°佹眽寰椾俊鎮銆佺戣繙鏅烘収銆佸疂淇¤蔣浠躲侀紟鎹瘋蔣浠躲佽禌鎰忎俊鎮絳;浠ュ強宸ヤ笟浜掕仈緗戝畨鍏錛屽惎鏄庢槦杈般佺豢鐩熺戞妧銆佹繁淇℃湇絳夈傝繖浜涗紒涓氱敱浜庡湪鐩稿叧琛屼笟鏈夌潃娣卞埢鐨勫竷灞錛屽洜鑰岃屼笟鏈夋湜鍦ㄥ唴鐢熼渶奼傚拰澶栭儴鐜澧冪殑鍒烘縺涓嬪姞閫熷紑灞曪紝榪涜屽埄濂藉伐涓氫簰鑱旂綉浜т笟鐨勫彂灞曘
鎷撳睍璧勬枡錛
涓銆佹垚涓洪緳澶磋偂鐨勬潯浠訛細
1銆侀緳澶磋偂蹇呴』浠庢定鍋滄澘寮濮嬶紝娑ㄥ仠鏉挎槸澶氱┖鍙屾柟鏈鍑嗙『鐨勬敾鍑諱俊鍙鳳紝涓嶈兘娑ㄥ仠鐨勪釜鑲★紝涓嶅彲鑳藉仛榫欏ご.
2銆侀緳澶磋偂蹇呴』鏄鍦ㄦ煇涓鍩烘湰闈涓婂叿鏈夊瀯鏂鍦頒綅銆
3銆侀緳澶磋偂嫻侀氬競瑕侀備腑錛屽ぇ甯傚艱偂紲ㄥ拰灝忕洏鑲￠兘涓嶅彲鑳藉厖褰撻緳澶淬11鏈堣搗鍔ㄨ偂嫻侀氬競鍊煎ぇ閮藉湪5浜垮乏鍙熾
4銆侀緳澶磋偂蹇呴』鍚屾椂婊¤凍鏃KDJ錛屽懆KDJ錛屾湀KDJ鍚屾椂浣庝環閲戝弶銆
5銆侀緳澶磋偂閫氬父鍦ㄥぇ鐩樹笅璺屾湯鏈熺錛屽競鍦烘亹鎱屾椂錛岄嗗競娑ㄥ仠錛屾彁鍓嶈佸簳錛屾垨鑰呭厛浜庡ぇ鐩樺惎鍔錛屽苟涓旂粡鍙楀ぇ鐩樹竴杞涓嬭穼鑰冮獙銆傚啀濡12鏈2鏃ュ嚭鐜扮殑鏂伴緳澶村お鍘熷垰鐜夛紝瀹冪﹀悎鍒氳茬殑榫欏ご鎴樻硶錛屼竴鏄浠庢定鍋滃紑濮嬶紝涓旂圭爜紼沖畾錛屼簩鏄浣庝環鍗3.91鍏冿紝涓夋槸嫻侀氬競鍊艱搗鍔ㄦ墠4.5浜匡紝鍛ㄤ簩鎵6.4浜匡紝浠庡簳閮ㄨ搗娑錛岀倰鍒扮炕鍊嶄篃涓嶈繃10浜匡紝涔熷氨鏄璇翠笉鍒2-3浜跨殑縐佸嫙璧勯噾鎴栨父璧勫氨鍙浠ョ倰浣溿傚洓鏄璇ヨ偂鏃ュ懆鏈圞DJ鍚屾椂閲戝弶錛岃存槑璇ヨ偂涓誨姏鏈夊囪屾潵銆備簲鏄璇ヨ偂鍦ㄥぇ鐩樻亹鎱屾湯絝錛岄嗗競娑ㄥ仠錛屾ゆ椂澶х洏榪樺湪涓嬭穼錛屼絾騫舵病鏈夊獎鍝嶆よ偂娑ㄥ仠銆傞氳繃浠ヤ笂浠嬬粛鍙浠ョ湅鍑洪緳澶寸殑璧鋒定榪囩▼錛屼篃璇存槑涓嬭穼騫朵笉鍙鎬曪紝鍙鎬曠殑鏄澶х洏涓嬭穼錛屾病鏈夐緳澶村嚭鐜般
緗戠粶瀹夊叏榫欏ご鑲℃帓鍚
緗戠粶瀹夊叏榫欏ご鑲℃帓鍚嶏紝浠呬緵鍙傝冦
宸︽睙縐戞妧(300799)
2022騫翠腑鎶ワ細鍑鍒╂鼎-0.55浜垮厓錛屽噣鍒╂鼎澧為暱鐜-411.42%錛岃惀涓氭敹鍏0.26浜垮厓銆
濂囧畨淇(688561)
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澶╄瀺淇(002212)
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娑﹀拰杞浠(300339)
2022騫翠腑鎶ワ細鍑鍒╂鼎0.87浜垮厓錛屽噣鍒╂鼎澧為暱鐜28.16%錛岃惀涓氭敹鍏14.83浜垮厓銆
涓滄柟閫(300379)
2022騫翠腑鎶ワ細鍑鍒╂鼎-0.91浜垮厓錛屽噣鍒╂鼎澧為暱鐜-544.95%錛岃惀涓氭敹鍏2.01浜垮厓銆
褰╄鑲′喚(300634)
2022騫翠腑鎶ワ細鍑鍒╂鼎0.99浜垮厓錛屽噣鍒╂鼎澧為暱鐜60.77%錛岃惀涓氭敹鍏6.30浜垮厓銆
鍗楀▉杞浠(603636)
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_ST瀹夋帶(300370)
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緇跨洘縐戞妧(300369)
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鑸澶╀俊鎮(600271)
2022騫翠腑鎶ワ細鍑鍒╂鼎2.92浜垮厓錛屽噣鍒╂鼎澧為暱鐜-19.30%錛岃惀涓氭敹鍏91.98浜垮厓銆
浜掕仈緗戞澘鍧楅緳澶磋偂紲ㄦ湁鍝浜
浜掕仈緗戣屼笟鑲＄エ榫欏ご錛
涓銆佷笁鍏闆(601360)
1.浜掕仈緗戦緳澶磋偂錛屽緩璁劇綉緇滅┖闂村畨鍏ㄧ爺鍙戜腑蹇冿紝鍗囩駭鍙婃嫇灞曠郴緇熷畨鍏ㄣ佺綉緇滃畨鍏ㄣ両OT(涓囩墿浜掕仈)瀹夊叏鐨勭爺鍙戱紝騫朵笖緔ц窡褰撳墠浜戣＄畻銆佷漢宸ユ櫤鑳姐佸ぇ鏁版嵁鍙婂伐涓氫簰鑱旂綉鐨勫彂灞曡秼鍔匡紝鎻愬崌涓夊叚闆跺湪瀹夊叏鏂歸潰鐨勮嚜涓誨壋鏂拌兘鍔涘拰鐮斿彂瀹炲姏銆
2.鍦ㄩ熷姩姣旂巼鏂歸潰錛屼粠2017騫村埌2020騫達紝鍒嗗埆涓3.02%銆3.76%銆4.66%銆4.15%銆傚浗鍐呭皯鏁板嚑瀹舵嫢鏈夊ぇ瑙勬ā鎼滅儲寮曟搸鐨勪簰鑱旂綉鍏鍙鎬箣涓錛屸360鈥濆凡鎴愪負鍥藉唴浜掕仈緗戝強浜掕仈緗戝畨鍏ㄩ嗗煙鍐呯殑鐭ュ悕鍝佺墝;
3.鍏鍙哥珛瓚充簬浜掕仈緗戝畨鍏錛屾彁渚360瀹夊叏鍗澹銆360鏉姣掋360瀹夊叏嫻忚堝櫒銆360鎵嬫満鍔╂墜絳変竴緋誨垪鍏ㄦ柟浣嶇殑瀹夊叏搴旂敤浜у搧;
4.涓昏惀浜掕仈緗戞妧鏈(鐗瑰埆鏄浜掕仈緗戝畨鍏ㄦ妧鏈)鐨勭爺鍙戝強緗戠粶瀹夊叏浜у搧鐨勮捐°佺爺鍙戙佽繍钀ワ紝浠ュ強鍩轟簬緗戠粶瀹夊叏浜у搧鐨勪簰鑱旂綉騫垮憡鍙婃湇鍔°佷簰鑱旂綉澧炲兼湇鍔°佹櫤鑳界‖浠朵笟鍔＄瓑鍟嗕笟鍖栨湇鍔;鎴鑷2017騫存湯錛屼笁鍏闆剁戞妧PC瀹夊叏浜у搧鐨勫競鍦哄崰鏈夌巼涓95.66%銆
5.浠庤繎浜斿勾鍑鍒╂鼎澶嶅悎澧為暱鏉ョ湅錛岃繎浜斿勾鍑鍒╂鼎澶嶅悎澧為暱涓11.69%錛岃繃鍘諱簲騫村噣鍒╂鼎鏈浣庝負2016騫寸殑18.72浜垮厓錛屾渶楂樹負2019騫寸殑59.80浜垮厓銆
浜屻佷笁涓冧簰濞(002555)
1.浜掕仈緗戦緳澶磋偂錛屽叕鍙歌仛鐒︿互縐誨姩娓告垙鍜岀綉欏墊父鎴忕殑鐮斿彂銆佸彂琛屽拰榪愯惀涓哄熀紜鐨勬枃鍖栧壋鎰忎笟鍔★紝鍚屾椂甯冨矓5G浜戞父鎴忋佸獎瑙嗐侀煶涔愩佸姩婕銆乂R/AR銆佹枃鍖栧仴搴蜂駭涓氥佷簰鑱旂綉灝戝効鏁欒偛銆佺ぞ浜ゆ枃濞辯瓑棰嗗煙銆
2.浠庤繎浜斿勾鍑鍒╂鼎澶嶅悎澧為暱鏉ョ湅錛岃繎浜斿勾鍑鍒╂鼎澶嶅悎澧為暱涓26.74%錛岃繃鍘諱簲騫村噣鍒╂鼎鏈浣庝負2018騫寸殑10.09浜垮厓錛屾渶楂樹負2020騫寸殑27.61浜垮厓銆
涓夈佷笁涓冧簰濞
1.浜掕仈緗戦緳澶磋偂銆12鏈10鏃ユ秷鎮錛屼笁涓冧簰濞辨埅鑷13鏃49鍒嗭紝璇ヨ偂娑0.32%錛屾姤25.04鍏;5鏃ュ唴鑲′環涓婃定5.17%錛屽競鍊間負552.25浜垮厓銆
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緗戠粶瀹夊叏鑲＄エ榫欏ご涓瑙堣〃鏄浠涔?
000066涓鍥介暱鍩
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淇℃伅瀹夊叏姒傚康鑲￠緳澶存湁鍝浜
鍗澹閫(002268)錛氫綔涓哄競鍦哄叕璁ょ殑緗戠粶瀹夊叏榫欏ご鑲★紝鍏鍙告彁渚涘叏緋誨垪鐨勫瘑鐮佷駭鍝併佸畨鍏ㄤ駭鍝佸強瀹夊叏緋葷粺銆
絝嬫濊景(300010)錛氬叕鍙鎬粠浜嬩笌鍐涙柟淇℃伅瀹夊叏鐩稿叧涓氬姟銆傚叾鍏ㄨ祫瀛愬叕鍙稿寳浜絝嬫濊景鏂版妧鏈鏈夐檺鍏鍙告嫢鏈夊浗瀹朵繚瀵嗗矓棰佸彂鐨勨滄秹鍙婂浗瀹剁樺瘑鐨勮＄畻鏈轟俊鎮緋葷粺闆嗘垚璧勮川璇佷功鈥濄
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钃濈浘鑲′喚(300297)錛氬叕鍙告嫢鏈夊晢鐢ㄥ瘑鐮佷駭鍝侀攢鍞璁稿彲璇併佸啗闃熺綉緇滈噰璐淇℃伅鍙戝竷璧勬牸璁よ瘉銆佹秹瀵嗕俊鎮緋葷粺浜у搧媯嫻嬭瘉涔︿竷欏癸紝浠ュ強鍐涚敤淇℃伅瀹夊叏浜у搧璁よ瘉璇佷功涓夐」銆倃ww.southmoney.com
鍚鏄庢槦杈(002439)錛氬叕鍙鎬笓娉ㄤ簬淇℃伅瀹夊叏棰嗗煙,鐩鍓嶅凡緇忓艦鎴愪簡瀹夊叏浜у搧鍜屽畨鍏ㄦ湇鍔′袱鏉′笟鍔′富綰,鍙浠ヨ緝涓哄畬澶囧湴瑕嗙洊瀹㈡埛鐨勭綉緇滃畨鍏ㄩ渶奼,淇℃伅瀹夊叏浜у搧鍙婃湇鍔″浗鍐呴嗗厛銆
浠誨瓙琛(300311)錛氬叕鍙告槸鍥藉唴棰嗗厛鐨勭綉緇滃畨鍏ㄥ¤″拰鐩戠¤В鍐蟲柟妗堟彁渚涘巶鍟嗐傚叕鍙稿叏璧勫瓙鍏鍙鎬換緗戞父寮鍙戠殑緗戝惂璁¤垂浜у搧鈥滈緳綆″垛濆凡鍦ㄥ叏鍥1.77涓囧剁綉鍚у畨瑁呬嬌鐢ㄣ
姊呮嘲璇(300038)錛氫簰鑱旂綉瀹夊叏媯嫻嬨傜敱涓鏀鑷鍔ㄦ帶鍒躲佺粨鏋勫伐紼嬬瓑棰嗗煙褰掑浗鍗氬＋棰嗚旂殑鐮斿彂鍥㈤槦璐熻矗,璇ョ郴緇熷歸氫俊濉旂殑鍏抽敭鑺傜偣,閫氳繃浼犳劅鍣ㄧ洃鎺,淇濋殰閫氫俊濉斿畨鍏ㄣ