资源描述
1/ 2018 05 27 S0570517040001 021-28972083 konglingfeihtsc 1 : 2018.05 2 : A2018.05 3 : 2018.05 Wind 2018 2017 2018A20172018A2016 20162018AIPO CDRAA( ) EPS ( ) P/E ( ) 2017 2018E 2019E 2020E 2017 2018E 2019E 2020E 300396.SZ 24.23 1.09 1.53 2.15 3.05 22 16 11 8 603679.SH 27.50 0.60 0.99 1.65 2.48 53 28 17 11 300501.SZ 38.19 0.98 1.41 1.88 2.25 39 27 20 17 603595.SH 96.72 1.70 3.56 4.34 4.54 57 27 22 21 002878.SZ 46.76 1.06 1.20 1.5 1.89 44 39 31 25 603040.SH 64.70 1.72 2.77 3.51 4.21 38 23 18 15 (29)(15)(2)122617/05 17/07 17/09 17/11 18/01 18/03(%)300/ | 2018 05 27 2. 4 . 4 2018 . 4 . 5 2017 27.88% 10.85% . 6 . 7 . 9 . 9 . 10 IPO . 10 A . 11 . 11 . 11 . 13 . 17 “ ” “ ” . 17 2018 IPO . 17 “ ” “ ” . 19 . 20 . 21 . 21 . 21 . 21 . 23 . 24 . 25 . 26 . 28 1 2018 . 4 2 50 300 2018 . 5 3 2017 2018 9 . 5 4 2018 2 PE TTM . 5 5 2017 . 5 6 2018Q1 50 . 6 7 2017 . 6 / | 2018 05 27 38 2018 . 6 9 62.00% 17 . 7 10 63.57% 17 . 7 11 12.31% . 7 12 2018 . 7 13 2018 . 8 14 2018 . 8 15 2013 . 9 16 2012 . 9 17 . 10 18 2015 . 12 19 2014 . 12 20 2018 . 13 21 CDR . 14 22 1000 . 15 23 200 . 15 24 VIE+ADR+CDR . 16 25 VIE+CDR . 16 26 2017 IPO IPO . 17 27 2018 . 17 28 2018 IPO 2-3 . 18 29 2017 12 2018 3 IPO . 18 30 2018 IPO . 19 31 2018 . 19 32 2018 . 19 33 . 20 34 A IPO . 21 35 2014 . 21 36 2014 . 22 37 2014 ROE . 22 38 2017 3 . 23 39 2017 15 . 23 40 2017 3 20% 10%. 24 41 2018 . 24 42 . 25 43 2015 2016 15% . 25 44 . 26 45 . 27 / | 2018 05 27 42017 2018A2017 2018AA 2016 2016 2018 300396 2018603679 300501, 603595002878 603040 2018 2018 300 50 2018 1 30050 2 5 15 300 4381.33924.1 10.32% 50 13.30%2017 28 1455.57% 20182017 2018 5 15 94.96% 1 2018 Wind / | 2018 05 27 52 50 300 2018 3 2017 2018 9 2018 5 15 Wind 2018 5 15 Wind 2018 5 15ST 2017 2018 1 50PE TTM 10.4713.09 25.02% PE55.45 36.37 33.87% 2017 20182018 2 20185 15 PE TTM 42.28 4 2018 2 PE TTM 5 2017 2018 5 15 Wind 2018 5 15 Wind 2018Q1 50 2018Q123.62% 50 8.01% 50 5011.21% 22.99%/ | 2018 05 27 66 2018Q1 50 2017 2018Q1 2017 2018Q1 2017 2018Q1 2017 2018Q1 50 16007.18 4632.55 13.46% 11.21% 154,063.55 41,201.46 14.04% 8.01% 3440.13 855.78 8.56% 22.99% 49449.07 11862.34 27.88% 23.62% Wind 2018 2018116 2017 989 7 2017 2017% PETTM 300176.SZ 2011-02-15 330 148 21 601360.SH 2012-01-16 294 2,486 74 600516.SH 2002-08-30 212 567 10 000830.SZ 1998-08-07 185 288 11 601012.SH 2012-04-11 174 783 21 002460.SZ 2010-08-10 171 530 31 601155.SH 2015-12-04 155 782 12 002415.SZ 2010-05-28 149 3,863 40 600460.SH 2003-03-11 149 198 118 600779.SH 1996-12-06 148 242 61 2018 5 15 Wind 8 2018 2018 5 15% PETTM 300107.SZ 2010-08-20 199 86 44 300348.SZ 2012-08-17 137 107 118 300487.SZ 2015-07-02 128 78 80 002382.SZ 2010-04-02 99 119 57 002806.SZ 2016-07-26 99 61 213 002680.SZ 2012-06-05 96 270 43 300253.SZ 2011-08-18 89 204 84 600596.SH 2001-09-06 87 121 17 600810.SH 1994-01-06 83 57 46 300519.SZ 2016-06-24 79 57 54 2018 5 15 Wind 2017 27.88% 10.85% 2018 4 30 ST2017 49,440 +27.88%3,439 +10.85% 2018Q1 11,730.36 +23.91%2017Q1 31.57% 7.66pct 839.92 +22.97% 2017Q127.71% 4.74pct 2018Q1 20180-50% ROE 2017Q4 ROE1.82% 2015 3 2018Q1 ROE 2.00% 2017ROE / | 2018 05 27 79 62.00% 17 10 63.57% 17 Wind Wind 2018 0-50% 897 2018269 29.99% 0-50%453 50.50% 50-100% 69 7.69% 100%106 11.82% 20170-50% 2018Wind 1 25 15 12.31% 2.82 11 12.31% Wind 12 2018 2018.03 2018.03 2018.04 & + + 3%+ 12) 3 CFDA / | 2018 05 27 818A300 2018 5 15 0.56%1.21% 0.47% 2.09% 1.23% 13 2018 2018/3/30 VIE 2018/3/28 2018/4/20 HH 2018/5/4 CDR14 2018 Wind / | 2018 05 27 94040+ +1992-2017 19%14%15 2013 16 2012 Wind Wind 2013 2017 1% 20122015 2016“ ” 2016+/ | 2018 05 27 10IPO 2013 2014 IPO 2015-201731 26 27 2017 3 SEC2018 2 SEC 4 Spotify2017 2018 5 15 36.62% 500 21.15% 2017 44% 20178%59% 44%20142016A A 17 PE(TTM) 1833.HK 2018-05-04 (HS) -47 458 3,100 (1,000 ) 1,100500 7,500 2858.HK 2017-11-16 (HS) -1 203 1337.HK 2017-11-13 (HS) -18 183 0772.HK 2017-11-08 (HS) 88 476 6060.HK 2017-09-28 (HS) -65 635 2013 10 2016 12 3172 4.92 () 2018 5 15 Wind 2017 2017 6 16 “” 201712 152018 2 2315 122018 “ ”
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