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HTTP:/WWW.LONGONE.COM.CN Table_Reportdate 2023 03 26 table_invest Table_NewTitle Table_Authors S0630517120001 table_stockTrend table_product table_main ROE REITs PPP REITs ROE PB 1-24%-18%-12%-6%0%6%11%22-03 22-06 22-09 22-12:(0762)300 HTTP:/WWW.LONGONE.COM.CN 2/16 1.4 1.1.&ACS.4 1.2.AECOM&.5 1.3.&.6 2.8 2.1.8 2.2.8 2.3.10 2.3.1.10 2.3.2.11 2.3.3.12 2.3.4.12 3.13 3.1.ROE.13 3.2.PB.13 3.3.14 4.14 5.15 0YEVuNqNoNqRtNtQsPtMpO7NaOaQmOmMpNpMjMqQmPkPtRqP9PpOpONZqMqNxNoPnN HTTP:/WWW.LONGONE.COM.CN 3/16 1 ACS.4 2 ACS.4 3.4 4.4 5 ACS.5 6 ACS.5 7 AECOM.5 8 AECOM.5 9 AECOM.5 10 AECOM.5 11.6 12.6 13.6 14 AECOM.6 15.7 16.7 17.7 18.7 19.7 20.7 21.8 22 2007%.8 23%.8 24%.8 25 2015-2021%.9 26 2015-2021%.9 27.10 28.10 29.11 30.11 31.11 32.11 33.12 34.12 35.12 36.12 37.13 38.13 39 ROE(%).13 40 ROE%.13 41 PB.14 42 PB.14 43%.14 44%.14 1 5 250.10 HTTP:/WWW.LONGONE.COM.CN 4/16 1.1.1.&ACS ACS 2020 2021 ACS 2021 1 ACS 2 ACS Bloomberg Bloomberg 50%15%60%3 4 Bloomberg Bloomberg ACS Hochtief Dragados 2011 ACS 42.6%40%EPC 20%40%2021 HTTP:/WWW.LONGONE.COM.CN 5/16 5 ACS 6 ACS Bloomberg Bloomberg 1.2.AECOM&AECOM 2019 7 AECOM 8 AECOM Bloomberg Bloomberg AECOM 2019 2018 40%60%2014 Hunt 37%9 AECOM 10 AECOM Bloomberg Bloomberg HTTP:/WWW.LONGONE.COM.CN 6/16 2020 2020 40%11 12 Bloomberg Bloomberg 1.3.&2015-2017 2020 13 14 AECOM Bloomberg Bloomberg HTTP:/WWW.LONGONE.COM.CN 7/16 15 16 Bloomberg Bloomberg 17 18 Bloomberg Bloomberg 2015 2016 40%19 20 Bloomberg Bloomberg HTTP:/WWW.LONGONE.COM.CN 8/16 2.2.1.2015 CAGR 10%2007 21 22 2007%Wind Wind 1%4%5%Vinci 23%24%Wind Wind 2.2.ACS 80%ENR 30%AECOM HTTP:/WWW.LONGONE.COM.CN 9/16 25 2015-2021%Bloomberg 30%2019 2019 80%26 2015-2021%Wind ENR 250 0%10%20%30%40%50%60%70%80%90%100%2015 2016 2017 2018 2019 2020 2021Vinci ACS AECOM 福陆 现代建设 大林组 鹿岛建设 01020304050607080902015 2016 2017 2018 2019 2020 2021 HTTP:/WWW.LONGONE.COM.CN 10/16 1 5 250 100%2021 79 26 1129.5 28.4 2020 78 27 1074.6 25.6 2019 74 25 1200.1 25.4 2018 76 27 1189.7 24.4 2017 69 25 1141 23.7 2018-2022 ENR 250 2.3.2.3.1.40%10%-25%10%ACS 15%27 28 Bloomberg Bloomberg 5%15%20%2018 25%2018 15%6%HTTP:/WWW.LONGONE.COM.CN 11/16 29 30 Wind Wind 2.3.2.AECOM 2015 2016 40%AECOM ACS 5%AECOM ACS 31 32 Bloomberg Bloomberg 1%20%2015-2018 PPP BOT HTTP:/WWW.LONGONE.COM.CN 12/16 33 34 Wind Wind 2.3.3.5 60%80%2021 73.24%68.33%75%2021 67.21%35 36 Bloomberg Wind 2.3.4.AECOM HTTP:/WWW.LONGONE.COM.CN 13/16 37 38 Bloomberg Wind 3.3.1.ROE ROE ROE Vinci ACS 15%20%ROE 10%ROE 15%ROE ROE 17%ROE ROE 15%ROE 10%ROE 10%39 ROE(%)40 ROE%Bloomberg Wind 3.2.PB PB 1 PB 1 PB 2 HTTP:/WWW.LONGONE.COM.CN 14/16 41 PB 42 PB Bloomberg 2023 PB 2023/3/23 Wind 3.3.15%20%40%20%2022 10 REITs REITs 43%44%Bloomberg Wind 4.ROE HTTP:/WWW.LONGONE.COM.CN 15/16 1 2 3 REITs PPP REITs 4 ROE PB 1 5.1 GDP 2 3 HTTP:/WWW.LONGONE.COM.CN 16/16 6 300 20%6 300-20%20%6 300 20%6 300 10%6 300-10%10%6 300 10%6 300 15%6 300 5%15%6 300-5%5%6 300 5%15%6 300 15%1928 87 D 15F Http:/Http:/8621 20333619 8610 59707105 8621 50585608 8610 59707100 200215 100089 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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