资源描述
|(600511)(000999)(600056)(600085)(601607)(600511)(000999)(600056)(600085)(601607)2020 2020-2022 2024 A 17%2023 41 25%2024 1 2024 2022 A 20.7%Wind A+H 84 A A(600511)(000999)(600056)(600085)(601607/2024 03 16 S0860524020001 S0860524020003 2024-03-12 2024-03-11 2024-02-26 2.5 1.1.5 1.2.7 1.3.8.11.13.15 4.1.15 4.2 OTC.16 4.3.18 4.4.20 4.5.21.22.23 1ZAZuNsPtQmNqOnOmRsNpO9P8Q7NtRpPsQrNiNnNpMeRnMuM6MqRnNuOmMnNvPqMpP 3 1.5 2.7 3 A 20240312.7 4 2014 PE TTM.8 5 2014 PB.8 6.11 7.11 8 A 2018-2022.12 9 A 2018-2022.12 10 2018-2022 A%.13 11 A%.14 12 A%.14 13 2018-2022 A%.14 14.15 15 2018-2023 YOY.16 16 2018-2023 YOY.16 17.16 18 2018-2023.16 19.17 20.17 21 2018-2023 YOY.17 22 2018-2023 YOY.17 23.18 24 2018-2023.18 25.18 26 2018-2023 YOY.19 27 2018-2023 YOY.19 28.19 29 2018-2023.19 30.20 31.20 32 2018-2023 YOY.20 33 2018-2023 YOY.20 34.21 L9w4IV8AQXbvMQlSGAY1MrzkDSe1RnSOm2svFrHBRVncAPgfEB4oJ385/sxehNnt 4 35 2018-2023.21 36.21 37 2018-2023 YOY.22 38 2018-2023 YOY.22 39.22 40 2018-2023.22 1“1+N”3.6 2 2024 2 26.8 3 2024 2 26.9 4 2024.13 5 1.1 4 1 1978-1992 1978 2 1993-2002 1993 1994 100 2500 3 2003-2012 2003 4 2013-2017 2015 9 13 1 40-2013 2015 9 1+N 1+N 6 1(2014 13)N 1 1+N 3 1.2.3.4.5.1.2.3.4.5.6.7.8.9.10.11.12.13.14.1.2.3.2020 2020-2022 1+N 7 2 2024 2 27 3 1 2 3 1.2 A 74 17%2023 41 25%TTM 2014 3 A 20240312 8 wind 4 2014 PE TTM 5 2014 PB wind wind 1.3 Wind A+H 84 23 61 2 2024 2 26 1 1099.HK 688.1 7.2 50%2 000999.SZ 530.5 18.3 63%3 600161.SH 449.7 40.8 46%4 000423.SZ 356.7 33.9 24%5 3320.HK 330.5 7.9()53%6 600511.SH 236.9 11.9 55%0%20%40%60%80%100%2023 2023 020406080100 024681012 9 7 600129.SH 220.8 25.7 28%8 0570.HK 217.5 21.6 32%9 600062.SH 197.1 15.6 60%10 200028.SZ B 179.9 4.5 56%11 600056.SH 170.4 30.3()32%12 000028.SZ 163.4 10.8 56%13 600422.SH 155.5 39.2 28%14 600750.SH 145.4 21.4 43%15 300294.SZ 141.7 29.6 29%16 600420.SH 120.6 17.1 18%17 2666.HK 81.7 4.0 36%18 300396.SZ 76.3 25.3()28%19 301370.SZ 65.5 54.4 30%20 1515.HK 58.2 18.4()36%21 688151.SH 54.5 783.8 46%22 000566.SZ 48.4 90.6 23%23 002462.SZ 35.4 12.4 14%Wind 3 2024 2 26 1 600436.SH 1309.2 47.0 51%2 2607.HK 658.6 9.2()19%3 600085.SH 613.7 33.8()52%4 601607.SH 598.3 14.3()19%5 000661.SZ 506.5 11.8 19%6 0874.HK 501.6 7.1 45%7 600332.SH 455.6 11.2 45%8 688276.SH 222.0 44.3()42%9 000403.SZ 191.4 33.9()21%10 600529.SH 170.5 23.1 20%11 600739.SH 167.2 26.3 15%12 600771.SH 126.1-116.1 15%13 600572.SH 125.9 16.7 21%14 002030.SZ 122.0 14.3 17%15 688739.SH 120.7 25.8 55%16 300026.SZ 120.5 18.2 21%17 603108.SH 107.0 27.1 19%18 002332.SZ 105.4 15.2 22%10 19 0719.HK 102.6 6.8 30%20 600587.SH 101.5 15.3 29%21 600267.SH 96.4 15.7 27%22 000756.SZ 93.2 22.9 30%23 002038.SZ 92.7 29.5 23%24 000950.SZ 86.4 12.5 38%25 600812.SH 83.9-12.0 24%26 3613.HK 79.3 11.4 38%27 600252.SH 78.3 145.9 25%28 000915.SZ 73.5 12.6 22%29 1666.HK 69.3 10.1 47%30 002880.SZ 64.4 32.9 65%31 000813.SZ 62.6-121.1()19%32 002349.SZ 61.2 25.6 34%33 002102.SZ 60.3 54.4 13%34 600713.SH 59.1 10.4 44%35 600789.SH 55.3 23.1 21%36 000411.SZ 53.3 12.8 29%37 300341.SZ 47.9 24.1 30%38 300981.SZ 45.8 122.5 45%39 600479.SH 43.9 13.8 28%40 300110.SZ 42.7 21.9()20%41 002393.SZ 41.5 12.8 51%42 002644.SZ 38.9 34.7 62%43 688247.SH 38.3 63.3 51%44 000919.SZ 34.7 31.6 45%45 830946.BJ 33.5 26.5 72%46 600624.SH 33.4-177.0()19%47 300006.SZ 30.3-35.3 23%48 000504.SZ 28.8-225.7 30%49 600222.SH 28.8-89.3 14%50 000705.SZ 26.2 27.3 25%51 300534.SZ 25.6 38.1 30%52 300289.SZ 25.6-38.2 46%53 600513.SH 25.3 19.3 39%54 600833.SH 22.8 18.0 45%55 000952.SZ 20.3-55.6 25%56 688189.SH 20.3-21.9 29%57 600272.SH 19.8 96.8()27%11 58 300030.SZ 16.5-12.0 16%59 600671.SH*ST 11.5-17.8 30%60 835892.BJ 11.1 69.0 47%61 900943.SH B 2.8 30.6()27%Wind A+H 23 22 16 11 9 3 6 Wind 2024 1 2024 7 12-1 2022 Wind A 800.9 166.1 20.7%8 A 2018-2022 9 A 2018-2022 wind wind 2 2023 12 2024 A 60.05 3.97 3 2024 2 01002003004005006007008009002018 2019 2020 2021 2022 0%20%40%60%80%100%2018 2019 2020 2021 2022 13 4 2024(/)(%)000423.SZ 2024-01-03 2024-01-03 151.23 0.2348 600750.SH 2024-01-03 2024-01-03 763.50 1.2130 300049.SZ 2024-02-01 2024-02-01 300.00 1.1405 300595.SZ 2024-02-26 2024-01-10 269.99 0.3009 301087.SZ 2024-03-05 2024-03-05 663.30 3.1701 603087.SH 2024-03-12 2024-02-20 713.00 1.2000 wind 2020 2021 2022 2023 A 5 A 2018-2022 19-21 2022 10 2018-2022 A%14 Wind A 45%40%65%2022 11 A%12 A%Wind Wind A 2018 4.23%2022 6.01%13 2018-2022 A%05101520252018 2019 2020 2021 2022GDP A A A A 343638404244462018 2019 2020 2021 2022A A 02468101214162018 2019 2020 2021 2022A A 15 Wind 4.1 1999 12 13000 2200 2000 31 14 2020 9.6%13.8%2021 2022 455.0 2021 2.1%19.6 12.0%2023 365.3 14.6 5.75%2.14%0.001.002.003.004.005.006.007.002018 2019 2020 2021 2022A A 16 15 2018-2023 YOY 16 2018-2023 YOY wind wind 100%4700 30 8 2018-2023 2023 7.7%4.3%2022 0.7pct 0.4pct 17 18 2018-2023 wind wind 4.2 OTC-20%-10%0%10%20%0100200300400500 YOY-20%-10%0%10%20%30%0510152025 YOY0%20%40%60%80%100%2019 2020 2021 2022 0%2%4%6%8%10%17 CHC ConsumerHealthCare CHC CHC 10 19 20 2018 2020 2020 136.4 7.8%16.0 23.9%2019 6.8 12%2023 186.1 53.7%24.0 23.1%CHC 999/999 21 2018-2023 YOY 22 2018-2023 YOY wind wind/2023H1 51.87%21.15%2023 14.15%-20%0%20%40%60%04080120160200 YOY-40%-20%0%20%40%60%051015202530 YOY 18 2018 2023 51.8%2022 2.2pct 14.5%2022 0.7pct 2023 5.59%2022 0.27pct 25.62%2022 2.46pct 3.29%2022 0.83pct 23 24 2018-2023 wind 4.3 1983 1999 25 2018 2023 298.0 0%20%40%60%80%100%2018 2019 2020 2021 2022 2023H1-69.02%67.15%62.46%59.72%54.02%51.79%10.98%14.55%11.86%13.58%13.81%14.48%0%20%40%60%80%19 10.7%5.9 22.5%26 2018-2023 YOY 27 2018-2023 YOY wind wind 2023H1 169.81 34.13%2023H1 68.36 88.94%2023H1 17.21 0.85%2018 2023 11.1%2022 1.5pct 2022 5.19%4.06%2022 2.69%2.49%2.6%2022 0.3pct 28 29 2018-2023 wind-10%-5%0%5%10%15%0100200300400500 YOY-60%-40%-20%0%20%40%048121620 YOY0%20%40%60%80%100%2018 2019 2020 2021 2022 2023H1 0%5%10%15%20%25%20 4.4 1669 1992 2001 400 30 31 20192020 2021 146.0 13.9%12.3 19.0%2023 137.2 25.9%13.9 38.7%32 2018-2023 YOY 33 2018-2023 YOY wind wind-10%0%10%20%30%110120130140150160 YOY-20%0%20%40%60%03691215 YOY 21 30%2023H1 29.2 30%2023 46.28%2.11pct 15.84%2.45pct 2023 17.77%1.9pct 7.91%1.3pct 1.10%0.07pct 34 35 2018-2023 wind 4.5 500 2023 438 36 2018 2023 1975.1 13.1%0%20%40%60%80%100%2018 2019 2020 2021 2022 2023H1 0%10%20%30%40%50%60%22 38.0 21.1%42.7 8.6%37 2018-2023 YOY 38 2018-2023 YOY wind wind 2018 2023 208.0 5.1%1,767.1 14.1%18.1 9.7%26.3 8.8%4.6 3.5%2018 2023 12.13%2022 1.01pct 2018 2023 2.51%2022 0.5pct 39 40 2018-2023 wind(600511)(000999)0%5%10%15%20%25%05001000150020002500 YOY-30%-20%-10%0%10%20%0102030405060 YOY0%20%40%60%80%100%2018 2019 2020 2021 2022 0%3%6%9%12%15%23(600056)(600085)(601607 1 2 3 24 Tabl e_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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