资源描述
SAC S0850517070005 SAC S0850519080001 SAC S0850515040001 2024 3 28 1.2.3.4.5.1 WUFUwPrMtQoPsMsRsPsNoP9PcMaQmOnNmOsOkPrRpMfQoMyR6MmMxPvPtQwOvPsRzR 2 2024 3 15 Wind 2022 2022 3 600938.SH 601857.SH 600028.SH 476 1830 1193 624 1685 489 490 906 281 221 1324 354-16412 24227 102.99 49.51 23.53-8.97 20.30-w7eAnZPXueOMXvfWQSioMbzkDSe1RnSOm2svFrHBRVmz4jcpNCYT8lfJ3iCDqjiz 2022 2022 2.05 2178 91%82%2022 6.76 60%Wind 2022 4 2022 2022 51%17%23%9%58%16%8%18%36%24%40%2022 2022 5 2022/0500100015002000250030003500400045005000024681012141602000400060008000100001200014000160001800020000 2022 Wind 6 2022 2022%2022 ROE%0100020003000400050006000-1000100200300400500600-50510152025303540-100102030405060 7 2017-2021 ROE 5%-7%ROE 11.0%7.5%3.8%ROE 2017-2021 3.5%21.5%2%8 Wind 2017-2021 2022 ROE%ROE%3.8 1.9 0.9 2.1 11.3 4.6 1.3 2.0 7.5 2.1 1.6 2.3 8.5 2.0 1.7 2.5 11.0 21.5 0.3 1.7 26.3 35.6 0.5 1.6 6.2 3.3 0.7 1.9 30.7 13.6 1.2 1.9 5.1 4.3 0.6 1.7 23.8 14.5 1.0 1.7 5.3 2.1 0.7 2.2 23.3 11.1 0.9 2.3 7.3 4.2 0.6 2.4 18.4 7.8 0.9 2.7 2022 2011-2014 Wind 9 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 703 637 565 602 202 6 247 527 610 250 703 1417 976 1330 1153 1296 1072 357 79 228 526 457 190 922 1494 1317 717 635 672 474 322 464 511 631 576 329 712 663 530/110.91 111.67 108.70 99.45 53.60 45.13 54.74 71.69 64.16 43.21 70.94 99.04 81.94 2018-2022 3.7%2023 5.5%2021-2023 8%-9%2018-2022 2023 10 020040060080010001200140016001800 2018 2019 2020 2021 2022 2023-1.0%0.0%1.0%2.0%3.0%4.0%5.0%6.0%7.0%8.0%9.0%10.0%/2014 2013 45/2023 28/2018-2022 2023 11 12.25 12.22 9.55 7.62 7.93 8.07 7.39 6.90 7.83 7.74 7.32 21.03 21.30 23.53 22.12 19.89 16.42 16.87 14.11 15.33 14.67 13.85 2.02 1.55 1.19 0.52 0.13 0.43 0.37 0.77 0.69 0.85 0.92 3.21 2.59 1.92 2.13 2.24 2.43 2.41 2.51 2.51 2.53 2.23 6.51 4.64 3.63 2.28 2.36 3.04 2.74 2.05 3.13 4.6 4.05 05101520253035404550 45.02 42.30 39.82 34.67 32.55 30.39 29.78 26.34 29.49 30.39 28.37 2021 2023 12 400+120 1100+60 PDH 2021 6 2024 12 100 2023 2 120 2023 2000+120+260 PX 2023 2 120 2025 120 2025 2022 2011-2013 2010-2023 13-30000-25000-20000-15000-10000-500005000100001500020000 2011-2021 14 0501001502002503003504004502011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 15 2022 2022 2022 5%-10%2025 500-1000 150 500 50-100 2050 2050 16 17 ESG ESG 2024 3 15 PB 2.0 A 1.4 0.9 18 2024 3 15 Wind 2022 EV PV-10 2021 PV-10 2022 PE TTM PB MRQ EV/EBITDA/2022/%600938.SH 1854 1034 806 1231 10.2 2.1 2.9 29.7 4.3 0883.HK 1063 1034 806 1231 5.8 1.2 2.8 17.0 7.7 601857.SH 2251 2277 2172 2608 10.1 1.1 3.8 12.1 4.9 0857.HK 1507 2277 2172 2608 6.7 0.8 3.4 8.1 7.3 600028.SH 1028 1202 390 607 11.8 0.9 4.6 30.0 5.5 0386.HK 694 1202 390 607 7.9 0.6 3.9 20.2 8.4 XOM.N 4415 4515 1538 2589 12.3 2.2 6.1 24.9 3.4 CVX.N 2889 3016 1289 2119 13.5 1.8 6.4 25.7 4.0 SHEL.N 2108 2499 755 1189 7.3 1.1 2.9 22.0 4.0 TTE.N 3244 3575 873 1327 8.2 1.4 6.1 31.8 4.9 BP.N BP 1064 1254 1047 1049 6.9 1.5 0.0 14.8 4.6 COP.N 1412 1545 577 990 12.9 2.9 6.3 21.4 3.5 EOG.N EOG 712 697 462 746 9.4 2.5 5.3 16.8 4.0 OXY.N 551 734 338 582 14.6 2.5 5.2 14.4 1.2 A 10.7 1.4 3.8 23.9 4.9 H 6.8 0.9 3.4 15.1 7.8 10.6 2.0 4.8 21.5 3.7 2022 EOG PB 2011-2013 19 PB Wind BP A H A H A H 2011-2013 PB 2.51 1.72 1.23 1.29 1.71 1.49 1.28 1.19-2.24 2019 PB 1.55 1.46 1.31 1.28 0.87 0.52 0.85 0.70-1.20 PB 2024/3/15 2.16 1.79 1.51 1.37 1.14 0.75 0.93 0.62 2.07 1.17 2016 60%A 5.8%8.7%2022-2024 40%0.70/A 3.8%6.7%45%A 4.7%7.1%2021 2023 2024 3 15 Wind 20 0%2%4%6%8%10%12%14%16%0%20%40%60%80%100%120%140%160%180%A 0%2%4%6%8%10%12%14%16%18%0%20%40%60%80%100%120%140%A 0%2%4%6%8%10%12%14%16%-500%0%500%1000%1500%2000%2500%A 2022 2022-2023 A+H 42 23 2022 H 6.2 3.13 H 0.66%Wind 21 2022 2023 A 18.88 8.16 H 22.77 15.06 42 23 1 2 3 22 Wind 23 Wind 1 2 ST 3 4 5 24 Wind 25 26 H 27 28 SAC S0850517070005 021-23185963 Email SAC S0850519080001 021-23185616 Email 021-23185607 Email 29
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