A. 鍏充簬2023鍖昏嵂鑲＄エ榫欏ご鑲℃帓鍚嶅墠鍗(瀹屾暣)
鍏充簬2023鍖昏嵂鑲＄エ榫欏ご鑲℃帓鍚嶅墠鍗(瀹屾暣)
2023鍖葷枟榫欏ご鑲℃湁鍝浜?鍖葷枟榫欏ご鑲′竴鑸閮戒細鏈変粈涔堢被鍨?鍖葷枟榫欏ご鑲℃湁閫夋嫨鐨勮偂紲?鍖葷枟榫欏ご鑲″簲璇ヤ粠浠涔堟柟闈㈠幓閫夋嫨錛屽彲浠ヨ╀漢鐩鎬俊鍚?涓嬮潰灝忕紪甯︽潵鍖昏嵂鑲＄エ榫欏ご鑲℃帓鍚嶅墠鍗侊紝甯屾湜澶у跺枩嬈銆
鍖昏嵂鑲＄エ榫欏ご鑲℃帓鍚嶅墠鍗
1.鍖昏嵂鎬婚緳澶達細600276鎮掔憺鍖昏嵂
2.涓鑽鎬婚緳澶達細000538浜戝崡鐧借嵂
3.鏂拌嵂瀹為獙榫欏ご錛603259鑽鏄庡悍寰
4.緋栧翱鐥呴緳澶達細600867閫氬寲涓滃疂
5.澶ц緭娑查緳澶達細002422縐戜雞鑽涓
6.緇寸敓緔犵敤鑽榫欏ご錛002001鏂板拰鎴
7.琛鍒跺搧榫欏ご錛002007鍗庡叞鐢熺墿
8.鐢熼暱嬋緔犻緳澶達細000661闀挎槬楂樻柊
9.涓鏋㈢炵粡榫欏ご錛002262鎮╁崕鑽涓
10.鐪肩戞湇鍔￠緳澶達細300015鐖卞皵鐪肩
11.鐗欑戞湇鍔￠緳澶達細600763閫氱瓥鍖葷枟
12.鑶忚創鑽榫欏ご錛002287濂囨ｈ棌鑽
13.鏍歌嵂榫欏ご錛002675涓滆瘹鑽涓
14.鍖昏嵂鍟嗕笟榫欏ご錛601607涓婃搗鍖昏嵂
15.瀹剁敤鍖葷枟鍣ㄦ伴緳澶達細002223楸艱穬鍖葷枟
16.楠ㄧ戞潗鏂欓緳澶達細002901澶у崥鍖葷枟
17.蹇冭剰鏀鏋墮緳澶達細300003涔愭櫘鍖葷枟
18.鑽鐢ㄧ幓鐠冮緳澶達細600529灞變笢鑽鐜
19.鐤鑻楅緳澶達細300601搴鋒嘲鐢熸棪鎸囦腑鐗
20.涓村簥CRO榫欏ご錛300347娉版牸鍖昏嵂銆
21.鐙絝嬪疄楠屽ら緳澶達細603882閲戝煙鍖誨
22.浣撴涓氬姟榫欏ご錛002044緹庡勾鍋ュ悍
23.鍖栧﹀彂鍏夎瘖鏂璇曞墏榫欏ご錛603658瀹夊浘鐢熺墿
24.琛娑茬亴妯″北嫻佸櫒姊伴緳澶達細300529鍋ュ竼鐢熺墿
25.鑽搴楅緳澶達細603939鐩婁赴鑽鎴
26.鎶楄繃鏁忕敓鐗╄嵂榫欏ご錛300357鎴戞︾敓鐗
鍖葷枟榫欏ご鑲℃湁鍝浜
1銆侀槼鏅鍖葷枟錛氶緳澶磋偂
2022騫寸浜屽ｅ害闃蟲櫘鍖葷枟鍏鍙鎬富钀ヤ負鐪熺┖閲囪緋葷粺銆佽瘯鍓傘佸井鐢熺墿杞榪愮郴緇熺瓑錛屾敹鍏ヤ負1.82浜垮厓銆4560.06涓囧厓銆3877.12涓囧厓錛屽崰姣斾負51.76%%銆12.94%%銆11%%銆
璐㈡姤鏄劇ず錛2022騫寸涓夊ｅ害錛屽叕鍙歌惀涓氭敹鍏1.77浜垮厓;褰掑睘涓婂競鑲′笢鐨勫噣鍒╂鼎涓-2183.66涓囧厓;鍏ㄩ潰鎽婅杽鍑璧勪駭鏀剁泭-2.32%;姣涘埄鐜36.76%錛屾瘡鑲℃敹鐩-0.07鍏冦
2銆佷笁閼鍖葷枟錛氶緳澶磋偂
2022騫寸浜屽ｅ害涓夐懌鍖葷枟鍏鍙鎬富钀ヤ負琛娑插噣鍖栫被銆佹敞灝勭被銆佽緭娑茶緭琛綾葷瓑錛屾敹鍏ヤ負4.04浜垮厓銆1.34浜垮厓銆3920.81涓囧厓錛屽崰姣斾負61.27%%銆20.31%%銆5.94%%銆
璐㈡姤鏄劇ず錛2022騫寸涓夊ｅ害錛屽叕鍙歌惀涓氭敹鍏3.24浜垮厓;褰掑睘涓婂競鑲′笢鐨勫噣鍒╂鼎涓3779.08涓囧厓;鍏ㄩ潰鎽婅杽鍑璧勪駭鏀剁泭3.82%;姣涘埄鐜31.75%錛屾瘡鑲℃敹鐩0.1鍏冦
3銆佽繄鐟炲尰鐤楋細榫欏ご鑲
2022騫寸浜屽ｅ害榪堢憺鍖葷枟鍏鍙鎬富钀ヤ負鐢熷懡淇℃伅涓庢敮鎸佺被浜у搧銆佷綋澶栬瘖鏂綾諱駭鍝併佸尰瀛﹀獎鍍忕被浜у搧絳夛紝鏀跺叆涓67.72浜垮厓銆51.43浜垮厓銆32.64浜垮厓錛屽崰姣斾負44.1%%銆33.49%%銆21.26%%銆
鍖葷枟姒傚康鑲℃湁鍝浜涗笂甯傚叕鍙
1銆佺埍灝旂溂縐(300015)錛氬叕鍙鎬富瑕佷粠浜嬬溂縐戝尰鐤楁湇鍔′笌瑙嗗厜鍖葷枟鏈嶅姟銆傛埅姝15鐐規敹鐩橈紝鐖卞皵鐪肩戞姤26.880鍏冿紝璺4.38%錛屾誨競鍊1929.05浜垮厓銆
2銆佷竾娉扮敓鐗(603392)錛氬叕鍙鎬笟鍔℃湁浣撳栬瘖鏂璇曞墏銆佷華鍣ㄤ笌鐤鑻楃殑鐮斿彂銆佺敓浜у強閿鍞銆11鏈21鏃ョ洏鍚庢渶鏂版秷鎮錛屼竾娉扮敓鐗5鏃ュ唴鑲′環涓婃定5.86%錛屾埅鑷15鐐癸紝璇ヨ偂鎶158.030鍏冩定1.29%銆
3銆佺埍緹庡(300896)錛氬叕鍙鎬富瑕佷粠浜嬬敓鐗╁尰鐢ㄦ潗鏂欏強鐢熺墿鍖昏嵂鐨勭爺鍙戙佺敓浜у拰閿鍞銆11鏈21鏃ユ秷鎮錛岀埍緹庡㈡渶鏂版姤458.800鍏冿紝璺6.84%銆傛垚浜ら噺268.21涓囨墜錛屾誨競鍊間負992.66浜垮厓銆
4銆佹嘲鏍煎尰鑽(300347)錛氬叕鍙鎬粠浜嬩笓涓氫復搴婄爺絀舵湇鍔°11鏈21鏃ョ洏鍚庢秷鎮錛屾嘲鏍煎尰鑽5鏃ュ唴鑲′環涓婃定0.25%錛屼粖騫存潵娑ㄥ箙涓嬭穼-22.48%錛屾渶鏂版姤96.780鍏冿紝璺0.94%錛屽競鐩堢巼涓29.24銆
5銆佸崕澶ф櫤閫(688114)錛氬叕鍙鎬富瑕佷粠浜嬪尰鐤楀櫒姊般佸尰鑽銆佸尰鐤楁湇鍔″拰鏂板瀷鍖葷枟涓氭併11鏈21鏃ユ秷鎮錛屽崕澶ф櫤閫犳埅鑷15鏃舵敹鐩橈紝璇ヨ偂鎶127.350鍏冿紝娑0.46%錛3鏃ュ唴鑲′環涓婃定4.98%錛屾誨競鍊間負527.66浜垮厓銆
6銆佷箰鏅鍖葷枟(300003)錛氬叕鍙鎬笟鍔℃湁鍖葷枟鏈嶅姟鐨勬姇璧勩11鏈21鏃ョ洏鍚庢秷鎮錛屼箰鏅鍖葷枟鏈鏂版姤23.800鍏冿紝鎴愪氦閲1491.23涓囨墜錛屾誨競鍊間負450.54浜垮厓銆
7銆侀氱瓥鍖葷枟(600763)錛氬叕鍙鎬粠浜嬬爺鍙戙佺敓浜у強閿鍞緋誨垪鍏ㄨ嚜鍔ㄥ寲瀛﹀彂鍏夊厤鐤鍒嗘瀽浠鍣ㄥ強閰嶅楄瘯鍓傘11鏈21鏃ョ洏鍚庢秷鎮錛岄氱瓥鍖葷枟浠婂勾鏉ユ定騫呬笅璺-43.46%錛屾渶鏂版姤134.850鍏冿紝鎴愪氦棰14.07浜垮厓銆
8銆佹柊浜т笟(300832)錛氬叕鍙鎬富钀ヤ笟鍔′負鐮斿彂銆佸埗閫犲拰閿鍞鍖葷枟鍣ㄦ頒駭鍝併11鏈21鏃ユ秷鎮錛屾柊浜т笟寮鐩樻姤浠50.08鍏冿紝鏀剁洏浜51.780鍏冦5鏃ュ唴鑲′環涓婃定2.38%錛屾誨競鍊間負407.06浜垮厓銆
B. ai鑲＄エ榫欏ご鍓嶅嶮鍚嶆帓鍚嶆湁鍝浜涘憿錛
ai鑲＄エ榫欏ご鍓嶅嶮鍚嶆帓鍚嶆湁鍝浜涘憿錛
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1銆佹牴鎹鏌ヨ㈤欑儫緗戝緱鐭ワ紝鏈哄櫒浜烘傚康鑲″叡鏈100瀹朵笂甯備紒涓氾紝鍏朵腑錛屼笂璇佹墍鎸傜墝浜ゆ槗鏈18瀹朵笂甯傚叕鍙革紝鍏朵腑鍖呮嫭縐戞矁鏂錛岀戞矁鏂鏄涓瀹跺叏鐞冮嗗厛鐨勫跺涵鏈嶅姟鏈哄櫒浜哄拰鏅鴻兘娓呮磥瑙ｅ喅鏂規堟彁渚涘晢錛屽叕鍙告垚絝嬩簬1998騫達紝鎬婚儴浣嶄簬涓鍥芥繁鍦熾
2銆佹満鍣ㄤ漢姒傚康鑲″寘鎷鐖變粫杈撅紝鐖變粫杈炬槸涓瀹剁編鍥界殑鏈哄櫒浜烘妧鏈鍏鍙革紝鎴愮珛浜1990騫達紝鎬婚儴浣嶄簬椹钀ㄨ稿炲窞鐨勮礉寰風忓痙甯傦紝鑷村姏浜庣爺鍙戝拰鐢熶駭鍚勭被瀹剁敤鏈哄櫒浜轟駭鍝併
3銆佹満鍣ㄤ漢姒傚康鑲″寘鎷浜垮槈錛屼嚎鍢夋満鍣ㄤ漢鏄涓瀹朵腑鍥界殑鏅鴻兘鏈哄櫒浜哄埗閫犲晢錛屾垚絝嬩簬2009騫達紝鎬婚儴浣嶄簬涓鍥芥禉奼熺渷瀹佹嘗甯傦紝浜垮槈鏈哄櫒浜轟笓娉ㄤ簬鐮斿彂鍜岀敓浜у悇綾繪湇鍔℃満鍣ㄤ漢浜у搧銆
鏅鴻兘鍒墮犳傚康鑲℃湁鍝浜涢緳澶磋偂紲
鏅鴻兘鍒墮犳傚康鑲￠緳澶磋偂紲ㄦ湁錛
1銆佺戞亽鑲′喚錛氳獕杈拌嚜鍔ㄥ寲涓烘櫤鑳藉埗閫犵郴緇熻В鍐蟲柟妗堜緵搴斿晢錛岃嚧鍔涗簬閿傜誨瓙鍔ㄥ姏鐢墊睜鑷鍔ㄥ寲璁懼囩殑鐮斿彂銆佽捐°佺敓浜с侀攢鍞鍜屾妧鏈鏈嶅姟;璇氭嵎鏅鴻兘鏄涓撲笟鍒剁墖鍗風粫璁懼囧埗閫犲晢錛岃嚧鍔涗簬鐢靛瑰櫒銆佽秴綰х數瀹瑰櫒銆侀攤鐢墊睜銆侀晬姘㈢數奼犻嗗煙鍏ㄨ嚜鍔ㄥ埗鐗囧嵎緇曡懼囩殑鐮斿彂銆佺敓浜у拰閿鍞銆
2銆佽禌鎽╂櫤鑳斤細鍏鍙告槸涓瀹舵彁渚涘伐涓氫簰鑱旂綉騫沖彴鍜屾櫤鑳藉埗閫犵郴緇熻В鍐蟲柟妗堢殑浼佷笟錛屽緩絝嬩簡鍥藉唴鍏鋒湁鐩稿綋瀹炲姏鐨勮禌鎽╃數姘旀櫤鑳藉埗閫犵敓鎬佸湀錛屾眹闆嗕簡宸ヤ笟浜掕仈緗戝鉤鍙幫紝宸ヤ笟鏈哄櫒浜猴紝鏅鴻兘鐗╂祦錛屾櫤鑳藉伐鍘傦紝鏅烘収鐢靛巶絳夊氫釜涓氬姟鏉垮潡銆
3銆佹眹宸濇妧鏈錛氱洰鍓嶆垜鍥藉埗閫犱笟姝ｉ潰涓磋漿鍨嬪崌綰у拰鎻愬崌鑷鍔ㄥ寲涓庢櫤鑳藉寲鐢熶駭闃舵碉紝鈥滃嶮涓変簲瑙勫垝鈥濅篃鏄庣『鎻愬嚭鍔犲揩寤鴻懼埗閫犲己鍥斤紝瀹炴柦銆婁腑鍥藉埗閫2025銆嬶紝鍔犲揩鍙戝睍鏂板瀷鍒墮犱笟錛屽疄鏂芥櫤鑳藉埗閫犲伐紼嬶紝鍔犲揩鍙戝睍鏅鴻兘鍒墮犲叧閿鎶鏈瑁呭囩瓑銆
4銆佸厛鎯犳妧鏈錛氬叕鍙鎬富钀ヤ笟鍔′負鍚勭被鏅鴻兘鍒墮犺呭囩殑鐮斿彂銆佺敓浜у拰閿鍞錛岀幇闃舵典富瑕佷負鍥藉唴澶栦腑楂樼奼借濺鐢熶駭浼佷笟鍙婃苯杞﹂浂閮ㄤ歡鐢熶駭浼佷笟鎻愪緵鏅鴻兘鑷鍔ㄥ寲鐢熶駭綰匡紝鎶ュ憡鏈熷唴涓昏佹苯杞︽暣杞︾被瀹㈡埛鍖呮嫭涓婃苯澶т紬緋匯佸痙鍥藉ぇ浼楃郴銆佷竴奼介泦鍥㈢郴銆佸崕鏅ㄥ疂椹銆佸悏鍒╃郴絳夛紝奼借濺闆墮儴浠剁被瀹㈡埛鍖呮嫭涓婃苯闆嗗洟緋匯侀噰鍩冨瓪緋匯佸畞寰鋒椂浠ｆ柊鑳芥簮絳夈
5銆佸焹鏂欏匡細鏅鴻兘鍒墮犻緳澶淬傛櫤鑳藉埗閫犵郴緇熸柟闈錛屾姤鍛婃湡鏄鎴戝浗緋葷粺鎺ㄨ繘鏅鴻兘鍒墮犵殑絎浜屽勾錛屾櫤鑳藉埗閫犳垚涓鴻瘡褰昏惤瀹炪婁腑鍥藉埗閫2025銆嬬殑涓繪敾鏂瑰悜錛屽湪鎺ㄥ姩鎴戝浗鍒墮犱笟杞鍨嬪崌綰с佸姞蹇榪堝悜涓楂樼榪囩▼涓鍙戞尌鍏抽敭浣滅敤銆
6銆佸お闃寵兘錛氬叕鍙鎬笟鍔′互澶闃寵兘鍏変紡鐢電珯鐨勬姇璧勮繍钀ヤ負涓伙紝涓昏佷駭鍝佷負鐢靛姏錛岃ヤ駭鍝佷富瑕佸嚭鍞緇欏浗瀹剁數緗;鍚屾椂錛屽叕鍙歌繕浠庝簨澶闃寵兘鐢墊睜緇勪歡鐨勭敓浜ч攢鍞錛屼駭鍝佷富瑕佺敤浜庡瑰栭攢鍞銆
鏈哄櫒浜烘傚康鑲＄エ榫欏ご鑲℃湁鍝浜
涓銆佺戝ぇ璁椋(002230)錛屽睘浜庝漢宸ユ櫤鑳界█緙烘爣鐨勶紝澶氶嗗煙甯冨矓鑻﹀敖鐢樻潵錛屼笟緇╂嫄鐐逛復榪戙
浜屻佹氮娼淇℃伅(000977)錛屼漢宸ユ櫤鑳藉熀紜璁炬柦鎻愪緵鍟嗭紝鐩鍓嶅叿澶囦笟鐣屾渶鍏–PU鏈嶅姟鍣ㄤ駭鍝佺嚎銆
涓夈佷腑縐戞洐鍏(603019)錛屽惈鐫閲戦掗鍖欏嚭鐢熺殑鍏堝ぉ浜戠浜哄伐鏅鴻兘鍘傚晢錛屾垚闀誇負鍥藉唴楂樻ц兘璁＄畻棰嗗煙緇濆歸緳澶淬備腑縐戝壋杈(300496):宓屽叆寮廇I鎶鏈鐨勯嗗啗浼佷笟錛屽叾宓屽叆寮忎漢宸ユ櫤鑳藉鉤鍙版彁渚涗簡浠庤姱鐗囧眰銆侀┍鍔ㄥ眰銆佹搷浣滅郴緇熷眰鍒扮畻娉曞眰鐨勮京涓炬紡涓鏁村楄В鍐蟲柟妗堛
鍥涖佺戝ぇ鏅鴻兘(300222)錛屽伐涓氱敓浜ф櫤鑳藉寲鍏ㄤ駭涓氶摼甯冨矓錛屾満鍣ㄤ漢浜т笟甯傚満瑙勬ā搴炲ぇ銆傚叕鍙告槸鏅鴻兘鑷鍔ㄥ寲琛屼笟榫欏ご銆
浜斻侀暱瀹夋苯杞(000625)錛屼漢宸ユ櫤鑳介緳澶磋偂銆1鏈27鏃ラ暱絳旀嬁瀹夋苯杞(000625)寮鐩樻姤13.2鍏冿紝鎴鑷15鏃舵敹鐩橈紝璇ヨ偂鎶12.82鍏冭穼2.88%錛屾垚浜7.21浜垮厓錛屾崲鎵嬬巼0.95%銆
鍒2025騫達紝杞﹁澆鍔熻兘瀹炵幇100%璇闊蟲帶鍒躲
鍏銆佹惡鐑備腑縐戜俊鎮(300678)錛屼漢宸ユ櫤鑳介緳澶磋偂銆1鏈27鏃ョ洏鍚庢秷鎮錛屼腑縐戜俊鎮浠婂勾鏉ユ定騫呬笅璺-3.93%錛屾渶鏂版姤21.64鍏冿紝鎴愪氦棰4.92浜垮厓銆
鏅鴻兘鍒嗘瀽鏄浜哄伐鏅鴻兘(AI)鐨勯噸瑕佸垎鏀銆
涓冦侀珮涔愯偂浠(002348)錛屼漢宸ユ櫤鑳介緳澶磋偂銆1鏈27鏃ワ紝楂樹箰鑲′喚鏀剁洏璺6.87%錛屾姤浜2.17銆傚綋鏃ユ渶楂樹環涓2.3鍏冿紝鏈浣庤揪2.15鍏冿紝鎴愪氦閲59.26涓囨墜錛屾誨競鍊間負20.55浜垮厓銆
C. 2023澶╃劧姘旈緳澶磋偂鎺掑悕鍓嶅嶮
2023澶╃劧姘旈緳澶磋偂鎺掑悕鍓嶅嶮
澶╃劧姘旀傚康鑲℃湁涓鍥界煶娌廣佷腑鍥芥搗娌廣佷腑鍥界煶鍖栥佺洂婀栬偂浠姐佸崕鐢靛浗闄呫佷腑嫻鋒補鏈嶃佹柊濂ヨ偂浠姐佷腑榪滄搗鑳姐佸箍奼囪兘婧愩佹嫑鍟嗚疆鑸圭瓑152瀹朵笂甯傚叕鍙搞傚ぉ鐒舵皵榫欏ご鑲℃槸鍝鍑犲彧?涓嬮潰灝忕紪甯︽潵2023澶╃劧姘旈緳澶磋偂鎺掑悕鍓嶅嶮錛屽ぇ瀹朵竴璧鋒潵鐪嬬湅鍚,甯屾湜鑳藉甫鏉ュ弬鑰冦
澶╃劧姘旈緳澶磋偂鎺掑悕鍓嶅嶮
1.涓鍥界煶娌601857錛氭渶鏂拌偂浠蜂負4.67鍏冿紝鎬誨競鍊間負8547.08浜褲
2.嫻峰崡鐭誇笟601969錛氭渶鏂拌偂浠蜂負8.55鍏冿紝鎬誨競鍊間負167.13浜褲
3.騫挎眹鑳芥簮600256錛氭渶鏂拌偂浠蜂負3.23鍏冿紝鎬誨競鍊間負218.16浜褲
4.瀹夊僵楂樼600207錛氭渶鏂拌偂浠蜂負6.59鍏冿紝鎬誨競鍊間負56.87浜褲
5.涓娌瑰伐紼600339錛氭渶鏂拌偂浠蜂負2.82鍏冿紝鎬誨競鍊間負157.44浜褲
6.閬撴．鑲′喚603800錛氭渶鏂拌偂浠蜂負8.82鍏冿紝鎬誨競鍊間負18.35浜褲
7.澶ч氱噧姘000593錛氭渶鏂拌偂浠蜂負4.84鍏冿紝鎬誨競鍊間負17.36浜褲
8.瀹濊帿鑲′喚002476錛氭渶鏂拌偂浠蜂負4.01鍏冿紝鎬誨競鍊間負24.54浜褲
9.闆浜鴻偂浠002639錛氭渶鏂拌偂浠蜂負7.40鍏冿紝鎬誨競鍊間負49.88浜褲
10.騫垮畨鐖變紬錛氬ぉ鐒舵皵榫欏ご銆2021騫寸浜屽ｅ害錛屽叕鍙告昏惀鏀5.5浜匡紝鍚屾瘮澧為暱5.43%;鍑鍒╂鼎8236涓囷紝
涓鍥界噧姘旈緳澶翠笂甯傚叕鍙告湁鍝浜?
1銆佹繁鍦崇噧姘旓細2020騫存姤鏄劇ず錛屽叕鍙哥殑钀ヤ笟鏀跺叆150.1浜垮厓錛屽悓姣斿為暱7.06%錛岃繎3騫村嶅悎澧為暱8.54%銆傛繁鍦蟲湰鍦扮噧姘斿皬榫欏ご錛岀涓鍥藉唴涓婂競鐨勭噧姘斿叕鍙搞
2銆佽吹宸炵噧姘旓細2020騫存姤鏄劇ず錛岃吹宸炵噧姘旂殑钀ヤ笟鏀跺叆42.44浜垮厓錛屽悓姣斿為暱3.95%銆傛嫙涓嶅皯浜1000涓囪劇珛鍏鍙歌礋璐ｉ敠灞忕￠亾澶╃劧姘斿緩璁劇粡钀ャ
3銆佹柊鐤嗙伀鐐錛氬叕鍙2020騫村疄鐜版昏惀鏀6.77浜匡紝鍚屾瘮澧為暱18.06%銆傚杸浠澶╃劧姘斾紭璐ㄤ緵搴斿晢錛屾嫢鏈夊杸浠甯傘佺枏鍕掑幙鍜岀枏闄勫幙鐨勭噧姘旂壒璁哥粡钀ユ潈錛屾嫢鏈18搴у姞姘旂珯銆
4銆侀檿澶╃劧姘旓細2020騫磋惀涓氭敹鍏81.96浜匡紝鍚屾瘮澧為暱-15.93%銆傞檿瑗跨渷鍞涓鐨勫ぉ鐒舵皵闀胯緭綆￠亾鐪佸睘榪愯惀鍟嗐傘
5銆佹椽閫氱噧姘旓細2020騫存姤鏄劇ず錛屾椽閫氱噧姘旂殑钀ヤ笟鏀跺叆7.97浜垮厓錛屽悓姣斿為暱-10.74%銆
澶╃噧姘旈緳澶磋偂鏈夊摢浜
榫欏ご1銆佷腑鏇肩煶娌癸細鍏鍙鎬粠浜嬮捇浜曞伐紼嬪拰閽繪満瑁呭囧埗閫犱笟鍔°
榫欏ご2銆侀栧崕鐕冩皵錛氬叕鍙鎬笟鍔℃湁澶╃劧姘斾笟鍔″強鍥鑹虹敤鍝佷笟鍔°
榫欏ご3銆佹柊娼鑳芥簮錛氬叕鍙鎬富钀ヤ笟鍔′負鐭蟲補鍙婂ぉ鐒舵皵鐨勫嫎鎺銆佸紑閲囧強閿鍞銆
榫欏ご4銆侀緳媧茶偂浠斤細鍏鍙鎬富瑕佷粠浜嬫苯杞﹀㈣繍鍙婂㈣繍絝欑粡钀ャ
榫欏ご5銆佸箍奼囪兘婧愶細鍏鍙鎬笟鍔℃湁LNG銆佺叅鐐銆佺叅鍖栧伐銆
澶╃劧姘旇偂榫欏ご鐨勮繎鏃ユ儏鍔
涓鏇肩煶娌癸細榫欏ご
鍥為【榪5涓浜ゆ槗鏃ワ紝涓鏇肩煶娌規湁2澶╀笅璺屻傛湡闂存暣浣撲笅璺0.18%錛屾渶楂樹環涓17.16鍏冿紝鏈浣庝環涓16.6鍏冿紝鎬繪垚浜ら噺2128.61涓囨墜銆6鏈5鏃ヨヨ偂涓誨姏鍑嫻佸嚭609.96涓囧厓錛岃秴澶у崟鍑嫻佸嚭254.05涓囧厓錛屽ぇ鍗曞噣嫻佸嚭355.92涓囧厓錛屼腑鍗曞噣嫻佸嚭327.35涓囧厓錛屾暎鎴峰噣嫻佸叆937.32涓囧厓銆
棣栧崕鐕冩皵錛氶緳澶
榪5涓浜ゆ槗鏃ヨ偂浠蜂笅璺0.32%錛屾渶楂樹環涓12.91鍏冿紝鎬誨競鍊間笅璺屼簡1074.14涓囥6鏈5鏃ユ秷鎮錛岄栧崕鐕冩皵璧勯噾鍑嫻佸叆13.61涓囧厓錛屾崲鎵嬬巼0.84%錛屾垚浜ら噾棰2748.78涓囧厓銆
鏂版疆鑳芥簮錛氶緳澶
榪5涓浜ゆ槗鏃ワ紝鏂版疆鑳芥簮鏈熼棿鏁翠綋涓嬭穼1.2%錛屾渶楂樹環涓2.56鍏冿紝鏈浣庝環涓2.5鍏冿紝鎬誨競鍊間笅璺屼簡2.04浜褲傝祫閲戞祦鍚戞暟鎹鏂歸潰錛6鏈5鏃ヤ富鍔涜祫閲戝噣嫻佹祦鍑1095.79涓囧厓錛岃秴澶у崟璧勯噾鍑嫻佸嚭2307.88涓囧厓錛屽ぇ鍗曡祫閲戝噣嫻佸叆1212.09涓囧厓錛屾暎鎴瘋祫閲戝噣嫻佸叆719.31涓囧厓銆
榫欐床鑲′喚錛氶緳澶
榪5涓浜ゆ槗鏃ヨ偂浠蜂笂娑1.97%錛屾渶楂樹環涓4.08鍏冿紝鎬誨競鍊間笂娑ㄤ簡4498.95涓囷紝褰撳墠甯傚間負22.83浜垮厓銆6鏈5鏃ユ秷鎮錛岄緳媧茶偂浠6鏈5鏃ヤ富鍔涜祫閲戝噣嫻佸嚭268.01涓囧厓錛屽ぇ鍗曡祫閲戝噣嫻佸嚭268.01涓囧厓錛屾暎鎴瘋祫閲戝噣嫻佸叆132.9涓囧厓銆
騫挎眹鑳芥簮錛氶緳澶
榪5鏃ュ箍奼囪兘婧愯偂浠蜂笅璺0.54%錛屾誨競鍊間笅璺屼簡2.63浜匡紝褰撳墠甯傚間負488.49浜垮厓銆2023騫磋偂浠蜂笅璺-23.39%銆6鏈5鏃ユ秷鎮錛屽箍奼囪兘婧6鏈5鏃ヤ富鍔涘噣嫻佸嚭6116.79涓囧厓錛岃秴澶у崟鍑嫻佸嚭1.04浜垮厓錛屽ぇ鍗曞噣嫻佸叆4250.12涓囧厓錛屾暎鎴峰噣嫻佸叆4441.93涓囧厓銆
涓鏇肩煶娌(603619)
璐㈡姤鏄劇ず錛2022騫寸涓夊ｅ害錛屽叕鍙歌惀涓氭敹鍏8.2浜垮厓;褰掑睘涓婂競鑲′笢鐨勫噣鍒╂鼎涓1.59浜垮厓;鍏ㄩ潰鎽婅杽鍑璧勪駭鏀剁泭7.33%;姣涘埄鐜46.13%錛屾瘡鑲℃敹鐩0.4鍏冦
棣栧崕鐕冩皵(300483)
棣栧崕鐕冩皵鍙戝竷2022騫寸涓夊ｅ害璐㈡姤錛屽疄鐜拌惀涓氭敹鍏4.4浜垮厓錛屽悓姣斿為暱14.51%錛屽綊姣嶅噣鍒╂鼎3472.16涓囷紝鍚屾瘮93.97%;姣忚偂鏀剁泭涓0.13鍏冦
鏂版疆鑳芥簮(600777)
鏂版疆鑳芥簮鍙戝竷2022騫寸涓夊ｅ害璐㈡姤錛屽疄鐜拌惀涓氭敹鍏24.77浜垮厓錛屽悓姣斿為暱99.15%錛屽綊姣嶅噣鍒╂鼎10.3浜匡紝鍚屾瘮415.52%;姣忚偂鏀剁泭涓0.15鍏冦
榫欐床鑲′喚(002682)
榫欐床鑲′喚鍙戝竷2022騫寸涓夊ｅ害璐㈡姤錛屽疄鐜拌惀涓氭敹鍏13.76浜垮厓錛屽悓姣斿為暱0.67%錛屽綊姣嶅噣鍒╂鼎-1261.87涓囷紝鍚屾瘮-202.89%;姣忚偂鏀剁泭涓-0.02鍏冦
騫挎眹鑳芥簮(600256)
璐㈡姤鏄劇ず錛2022騫寸涓夊ｅ害錛屽叕鍙歌惀涓氭敹鍏159.58浜垮厓;褰掑睘涓婂競鑲′笢鐨勫噣鍒╂鼎涓32.71浜垮厓;鍏ㄩ潰鎽婅杽鍑璧勪駭鏀剁泭13.1%;姣涘埄鐜29.73%錛屾瘡鑲℃敹鐩0.5鍏冦
澶╃劧姘旂浉鍏寵偂紲ㄨ繕鏈夊摢浜
1銆佸崗閼鑳界(002015)錛氬叕鍙鎬笟鍔℃湁娓呮磥鑳芥簮鍙戠數銆佺儹鐢佃仈浜у強緇煎悎鑳芥簮鏈嶅姟銆6鏈5鏃ユ秷鎮錛屽崗閼鑳界5鏃ュ唴鑲′環涓婃定17.15%錛岃ヨ偂鏈鏂版姤14.930鍏冩定10.02%錛屾垚浜19.76浜垮厓錛屾崲鎵嬬巼8.26%銆
2銆佸父瀹濊偂浠(002478)錛氬叕鍙鎬富瑕佷粠浜嬮挗綆＄敓浜ч攢鍞鍜屽尰鐤楁湇鍔°6鏈5鏃ワ紝甯稿疂鑲′喚(002478)5鏃ュ唴鑲′環涓婃定5.26%錛屼粖騫存潵娑ㄥ箙涓婃定18.26%錛屾定5.39%錛屾渶鏂版姤7.230鍏/鑲°
3銆佸▉鏄熸櫤鑳(002849)錛氬叕鍙鎬富瑕佷粠浜嬫櫤鑳借￠噺緇堢鍙婄噧姘旂＄悊緋葷粺騫沖彴銆6鏈5鏃ュ紑鐩樻秷鎮錛屽▉鏄熸櫤鑳芥埅鑷15鐐癸紝璇ヨ偂鎶14.350鍏冿紝娑5.28%錛7鏃ュ唴鑲′環涓嬭穼38.4%錛屾誨競鍊間負31.66浜垮厓銆
4銆佺編鑳借兘婧(001299)錛氬叕鍙鎬笟鍔℃湁渚涙按涓氬姟銆佹薄姘村勭悊涓氬姟鍜屽伐紼嬩笟鍔°6鏈5鏃ユ秷鎮錛岀編鑳借兘婧愭渶鏂版姤17.180鍏冿紝娑4.06%銆傛垚浜ら噺938.63涓囨墜錛屾誨競鍊間負32.23浜垮厓銆
5銆佹椽鍩庣幆澧(600461)錛氬叕鍙鎬富瑕佷粠浜嬪ぉ鐒舵皵娑插寲涓庢恫浣撶┖鍒嗗伐鑹哄寘鍙婂勭悊瑁呯疆鐨勬彁渚涖6鏈5鏃ユ秷鎮錛屾椽鍩庣幆澧7鏃ュ唴鑲′環涓婃定1.65%錛屾渶鏂版姤8.470鍏冿紝甯傜泩鐜囦負9.41銆
6銆佽渶閬撹呭(300540)錛氬叕鍙鎬富瑕佷粠浜嬬噧姘旇繍钀ャ6鏈5鏃ユ秷鎮錛岃渶閬撹呭5鏃ュ唴鑲′環涓婃定2.21%錛岃ヨ偂鏈鏂版姤23.580鍏冩定3.42%錛屾垚浜1.19浜垮厓錛屾崲鎵嬬巼4.71%銆
7銆佽吹宸炵噧姘(600903)錛氬叕鍙鎬笟鍔℃湁鏅鴻兘鐕冩皵琛ㄥ強鐕冩皵璁￠噺綆＄悊緋葷粺銆6鏈5鏃ユ秷鎮錛岃吹宸炵噧姘旀埅鑷15鐐規敹鐩橈紝璇ヨ偂娑2.77%錛屾姤8.890鍏冿紝5鏃ュ唴鑲′環涓嬭穼5.29%錛屾誨競鍊間負101.19浜垮厓銆
8銆侀噾鍗℃櫤鑳(300349)錛氬叕鍙鎬富钀ヤ笟鍔′負鍏璺璐ц繍鐗╂祦涓氬姟銆丩NG絳夌噧姘旂殑鎵瑰彂鍙婇浂鍞銆6鏈5鏃ュ紑鐩樻秷鎮錛岄噾鍗℃櫤鑳(300349)娑2.62%錛屾姤13.720鍏冿紝鎴愪氦棰9353.82涓囧厓銆
D. 2023閽掔數奼犳澘鍧楄偂紲ㄥ競鍊兼帓鍚嶅墠鍗(涓瑙)
2023閽掔數奼犳澘鍧楄偂紲ㄥ競鍊兼帓鍚嶅墠鍗(涓瑙)
閽掔數奼犳傚康鑲″畾涔夛細鍏ㄩ拻姘у寲榪樺師娑叉祦鐢墊睜錛岀畝縐頒負閽掔數奼(VanadiumRedoxBattery錛岀緝鍐欎負VRB)錛屾槸涓縐嶆椿鎬х墿璐ㄥ憟寰鐜嫻佸姩娑叉佺殑姘у寲榪樺師鐢墊睜銆備笅闈㈠皬緙栧甫鏉ラ拻鐢墊睜姒傚康鑲￠緳澶磋偂錛屽ぇ瀹朵竴璧鋒潵鐪嬬湅鍚,甯屾湜鑳藉甫鏉ュ弬鑰冦
閽掔數奼犳澘鍧楄偂紲ㄥ競鍊兼帓鍚嶅墠鍗
NO.1銆佷笢鏂圭數姘旓細766.91浜垮厓
11鏈4鏃ョ洏鍚庢秷鎮錛屼笢鏂圭數姘斿紑鐩樻姤浠22.76鍏冿紝鏀剁洏浜24.590鍏冦5鏃ュ唴鑲′環涓婃定5.61%錛屾誨競鍊間負766.91浜垮厓銆
NO.2銆佷笂嫻風數姘旓細635.66浜垮厓
鎴姝涓嬪崍涓夌偣鏀剁洏錛屼笂嫻風數姘旀姤4.080鍏冿紝娑2.51%錛屾誨競鍊635.66浜垮厓銆
NO.3銆侀拻閽涜偂浠斤細455.93浜垮厓
11鏈4鏃ユ秷鎮錛岄拻閽涜偂浠藉紑鐩樻姤浠5.08鍏冿紝鏀剁洏浜5.300鍏冦3鏃ュ唴鑲′環涓婃定9.06%錛屾誨競鍊間負455.93浜垮厓銆
NO.4銆佹ｆ椇杈撅細447.7浜垮厓
11鏈4鏃ヨ鎮錛屾ｆ椇杈3鏃ュ唴鑲′環涓婃定3.72%錛屽競鍊間負447.7浜垮厓錛屾定2.96%錛屾渶鏂版姤26.050鍏冦
NO.5銆佹柊澶╃豢鑳斤細434.62浜垮厓
11鏈4鏃ユ秷鎮錛屾柊澶╃豢鑳藉紑鐩樻姤浠10.16鍏冿紝鏀剁洏浜10.380鍏冿紝娑2.67%銆傚綋鏃ユ渶楂樹環10.38鍏冿紝鏈浣庤揪10.14鍏冿紝鎬誨競鍊434.62浜褲
NO.6銆侀緳浣伴泦鍥錛395.09浜垮厓
11鏈4鏃ョ洏鍚庢秷鎮錛岄緳浣伴泦鍥㈡敹鐩樹簬16.530鍏冿紝娑2.48%銆備粖騫存潵娑ㄥ箙涓嬭穼-70.36%錛屾誨競鍊間負395.09浜垮厓銆
NO.7銆佹案娉拌兘婧愶細359.93浜垮厓
11鏈4鏃ユ秷鎮錛屾案娉拌兘婧愭敹鐩樹簬1.620鍏冿紝娑2.53%銆傛誨競鍊間負359.93浜垮厓銆
NO.8銆佸浗緗戣嫳澶э細293.36浜垮厓
11鏈4鏃ワ紝鍥界綉鑻卞ぇ寮鐩樻姤浠5.05鍏冿紝鏀剁洏浜5.130鍏冿紝娑2.4%銆備粖騫存潵娑ㄥ箙涓嬭穼-43.66%錛屾誨競鍊間負293.36浜垮厓銆
NO.9銆佽タ閮ㄧ熆涓氾細254.74浜垮厓
11鏈4鏃ヨタ閮ㄧ熆涓氱洏鍚庢秷鎮錛7鏃ュ唴鑲′環涓婃定9.92%錛屼粖騫存潵娑ㄥ箙涓嬭穼-28.53%錛屾渶鏂版姤10.690鍏冿紝娑7.33%錛屽競鍊間負254.74浜垮厓銆
NO.10銆佺數鎶曡兘婧愶細250.19浜垮厓
11鏈4鏃ワ紝鐢墊姇鑳芥簮寮鐩樻姤浠12.65鍏冿紝鏀剁洏浜13.020鍏冿紝娑2.76%銆傚綋鏃ユ渶楂樹環涓13.08鍏冿紝鏈浣庤揪12.63鍏冿紝鎴愪氦閲2285.67涓囨墜錛屾誨競鍊間負250.19浜垮厓銆
閽掔數奼犳傚康鑲￠緳澶翠竴瑙堣〃錛
1銆佽タ瀛愭磥鑳002534錛氱洏鍚庢渶鏂版秷鎮錛屾敹鐩樻姤錛16.27鍏冿紝娑ㄥ箙錛1.62%錛屾憯鎵嬬巼錛2.03%銆2023騫村害鎶ュ憡錛氭瘡鑲℃敹鐩婏細0.28鍏冿紝钀ヤ笟鏀跺叆錛734364.61涓囧厓錛岃惀涓氭敹鍏ュ悓姣旓細11.64%錛屽噣鍒╂鼎錛20385.47涓囧厓錛屽噣鍒╂鼎鍚屾瘮錛-51.50%錛屾瘡鑲″噣璧勪駭錛0.00鍏冿紝鍑璧勪駭鏀剁泭鐜囷細5.59%錛屾瘡鑲＄幇閲戞祦閲忥細0.00鍏冿紝姣涘埄鐜:15.12%錛屽垎閰嶆柟妗堬細10媧1錛屾壒闇叉棩鏈燂細2023-03-31銆
2銆佸弻鏉扮數姘300444錛氱洏鍚庢渶鏂版秷鎮錛屾敹鐩樻姤錛7.59鍏冿紝鎴愪氦閲戦濓細90728.34涓囧厓錛屼富鍔涜祫閲戝噣嫻佸叆錛2.07浜垮厓銆備笁瀛ｆ姤鍛婏細鎬昏祫浜э細39.84浜垮厓錛屽噣璧勪駭錛12.97浜垮厓錛岃惀涓氭敹鍏ワ細14.61浜垮厓錛屾敹鍏ュ悓姣旓細87.3%錛岃惀涓氬埄娑︼細-0.61浜垮厓錛屽噣鍒╂鼎錛-0.82浜垮厓錛屽埄娑﹀悓姣旓細-2618.99%錛屾瘡鑲℃敹鐩婏細-0.113錛屾瘡鑲″噣璧勪駭錛1.79錛岃儲鍔℃洿鏂版棩鏈燂細20231102銆
3銆侀樋鐭沖壋300706錛氱洏鍚庢渶鏂版秷鎮錛屾敹鐩樻姤錛23.78鍏冿紝娑ㄥ箙錛4.9%錛屾憯鎵嬬巼錛5.07%銆備駭鍝佸悕縐幫細婧呭皠闈舵潗銆佽捀闀鏉愭枡銆
4銆佸洓宸濋暱鉶600839錛5鏈10鏃ョ洏鍚庢渶鏂版秷鎮錛屾敹鐩樻姤錛4.23鍏冿紝娑ㄥ箙錛4.44%錛屾憯鎵嬬巼錛9.37%錛屽競鐩堢巼(鍔)錛58.85錛屾垚浜ら噾棰濓細182845.34涓囧厓錛屽勾鍒濊嚦浠婃定騫咃細60.23%錛岃繎鏈熸寚鏍囨彁紺篕DJ閲戝弶銆備駭鍝佸悕縐幫細鐢佃嗐佺┖璋冨啺綆便両T浜у搧銆佷腑闂翠駭鍝併侀氳浜у搧銆佹満欏剁洅銆佺數奼犮佺郴緇熷伐紼嬨佽繍杈撱佸帹鍗浜у搧銆佹埧鍦頒駭銆佺壒縐嶄笟鍔°
閽掔數奼犳傚康榫欏ご鑲＄エ鏈夊摢浜?
閽掔數奼犻緳澶磋偂紲ㄦ湁錛氶噾宀鐭誇笟000655錛屽洓宸濋暱鉶600839錛屼笂嫻風數姘601727錛岄緳浣伴泦鍥002601錛屽畨瀹佽偂浠002978錛屾槑鏄熺數鍔600101錛岋紝瑗垮瓙媧佽兘002534錛屽弻鏉扮數姘300444錛岄樋鐭沖壋300706錛屽洓宸濋暱鉶600839絳夛紝
閽掔數奼犳傚康鑲℃湁鍝浜涜偂紲
榫欎竴銆侀拻閽涜偂浠
2023騫寸浜屽ｅ害閽掗挍鑲′喚鍏鍙鎬富钀ヤ負閽掍駭鍝併侀挍鐧界矇銆佺數絳夛紝鏀跺叆涓32.13浜垮厓銆21.13浜垮厓銆9.92浜垮厓錛屽崰姣斾負38.95%%銆25.62%%銆12.03%%銆
榫欎簩銆佹渤閽㈣偂浠
2023騫寸浜屽ｅ害娌抽挗鑲′喚鍏鍙鎬富钀ヤ負鏉挎潗銆佹掓潗鍙婂瀷鏉愩佺嚎鏉愩佸甫閽㈢瓑絳夛紝鏀跺叆涓483.43浜垮厓銆100.2浜垮厓銆31.88浜垮厓錛屽崰姣斾負67.15%%銆13.92%%銆4.43%%銆
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2023騫寸浜屽ｅ害鍥界綉鑻卞ぇ鍏鍙鎬富钀ヤ負瑁呭囧埗閫犱笟銆佷俊鎵樹笟鍔°佽瘉鍒告湡璐т笟鍔＄瓑錛屾敹鍏ヤ負21.12浜垮厓銆12.86浜垮厓銆9.91浜垮厓錛屽崰姣斾負47.92%%銆29.17%%銆22.49%%銆
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1銆佹渤閽㈣偂浠(000709)錛氭渤閽㈣偂浠藉彂甯2023騫寸涓夊ｅ害璐㈡姤錛屽疄鐜拌惀涓氭敹鍏380.38浜垮厓錛屽悓姣斿為暱-18.58%錛屽綊姣嶅噣鍒╂鼎1.89浜匡紝鍚屾瘮-77.72%;姣忚偂鏀剁泭涓0.02鍏冦
2銆佷笂嫻風數姘(601727)錛氫笂嫻風數姘斿彂甯2023騫寸涓夊ｅ害璐㈡姤錛屽疄鐜拌惀涓氭敹鍏277.65浜垮厓錛屽悓姣斿為暱-10.44%錛屽綊姣嶅噣鍒╂鼎-4.25浜匡紝鍚屾瘮-177.46%;姣忚偂鏀剁泭涓-0.03鍏冦
3銆佸洓宸濋暱鉶(600839)錛氳儲鎶ユ樉紺猴紝2023騫寸涓夊ｅ害錛屽叕鍙歌惀涓氭敹鍏231.63浜垮厓;褰掑睘涓婂競鑲′笢鐨勫噣鍒╂鼎涓7411.84涓囧厓;鍏ㄩ潰鎽婅杽鍑璧勪駭鏀剁泭0.56%;姣涘埄鐜10.81%錛屾瘡鑲℃敹鐩0.02鍏冦
4銆佹ｆ椇杈(300207)錛氭ｆ椇杈懼彂甯2023騫寸涓夊ｅ害璐㈡姤錛屽疄鐜拌惀涓氭敹鍏148.66浜垮厓錛屽悓姣斿為暱50.14%錛屽綊姣嶅噣鍒╂鼎3.16浜匡紝鍚屾瘮504.79%;姣忚偂鏀剁泭涓0.18鍏冦
5銆佷笢鏂圭數姘(600875)錛氳儲鎶ユ樉紺猴紝2023騫寸涓夊ｅ害錛屽叕鍙歌惀涓氭敹鍏126.38浜垮厓;褰掑睘涓婂競鑲′笢鐨勫噣鍒╂鼎涓7.26浜垮厓;鍏ㄩ潰鎽婅杽鍑璧勪駭鏀剁泭2.13%;姣涘埄鐜15.82%錛屾瘡鑲℃敹鐩0.23鍏冦