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2009 1210 2023 5 4 1 2023 11.1%300 4.1%1.8%TOP5 44%39%28%2 2013-15 2017 2016 2023|1 2 2015 2019 3 a 30 50 b 6 2022 50%5%c 2017-2022 6 PB 1.33 1 PB 1 2 3/2020 64%2021 99%2022 70%2020 1 2 a+1 2 ROE b+1 2 c 021-20572539 S0360516090002 S0360522100002 S0360522070003 玥 010-63214633%()18 0.00()4,721.04 0.50()4,101.60 0.58%1M 6M 12M 4.8%12.3%12.3%6.4%3.1%8.5%-8%1%9%18%22/04 22/07 22/09 22/11 23/02 23/042022-04-282023-04-28 300 2009 1210 1 2017-2022 6 PB 1.33 1 PB 2 1 1 2 3 2 3 1ZBYzQtOpMmNsMmPtOqPqRaQaO6MtRrRoMoNfQpPrMkPoOmR8OoPpMwMtQtRxNmRrP 2009 1210 3.6 2023 1-4.6“”2013-15“”“”.7.8.8.9 1.9 2“”.11 3.13.15.16“”“”“”“”.16 1.16 2“”.17 3/.20“”.20.21 1“”+.21 2+.23 3“”.25.26 2022 2023Q1.27.27 1 2022.27 2 2023Q1.28.30 1 2022.30 2.31.32 2009 1210 4 1 2023 1-4.6 2 2023 1-4 TOP5.6 3 4%.6 4%.7 5 2013-15.8 6.9 7.9 8.9 9.10 10.11 11 2015.11 12.11 13.12 14.12 15/TEU.14 16.14 17.14 18 2021 10%.15 19.16 20.18 21.18 22 2023 3.18 23 2023Q1%.19 24 2023Q1.20 25.21 26.22 27.22 28.22 29.23 30 ROE.23 31 2022%.23 32 2022.24 33.24 2009 1210 5 34.24 35.24 36.24 37.25 38.25 39.25 40.25 41.26 42 ROE.26 43.26 44 2022/.27 45 2022/.27 46 2022.28 47 2022.28 48 2022.29 49 2023Q1.30 50.31 51.31 52.31 53 ROE.31 54 A 2022.32 55 A 2023.32 2009 1210 6 2023 1-4 2023 11.1%300 4.1%1.8%4 8.2%300 0.5%1.1%TOP5 44%39%28%1 2023 1-4 Wind 2 2023 1-4 TOP5 Wind 3 4%Wind 2 0 2 3 年1-4 月 1月 2月 3月 4月 4.1%7.4%-2.1%-0.5%-0.5%交通运输 1.8%2.0%-0.5%-0.8%1.1%13.0%0.2%1.0%4.8%6.6%港口 11.1%2.3%0.0%0.3%8.2%10.5%2.8%1.4%-1.1%7.2%6.4%7.6%1.7%-2.1%-0.8%-3.4%-1.9%2.0%-1.9%-1.6%-3.6%2.8%-4.2%-1.3%-0.8%-8.4%-4.4%3.1%-2.0%-5.1%名称 2 0 2 3 年1-4 月 行业44%39%30%28%28%44%39%28%22%18%16%10%7%6%6%5%4%3%1%0%-2%-3%-3%-10%0%10%20%30%40%50%2009 1210 7 2013-15 2017 13-15 1 BDI CCFI CBFI 2013-15 3 133.8%300 47.9%2013 23.4%14 74.6%5.3%64.8%300 7.7%51.7%2013 7 4%Wind 2 2013-2015 1 a 2013 7 12 192%2013 9 10 21 2014 2 2014 204%105%b 2013“”2014 12-40.00-20.000.0020.0040.0060.0080.002012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 300 2009 1210 8 40%2 2015 3 2014 10 20 5.29+335%5 2013-15 Wind 3 2016 2016-22 41%300 3.8%2013 2023+|=*111%335%79%60%204%53%53%105%41%46%104%31%30%103%30%2013 2014 2015 2009 1210 9 6 Wind 1 2001 WTO 2001-2011 WTO 2008 2001-2011 20.78%15.39%2012-2017 2012-2017 5.94%3.25%7 8 Wind Wind 2009 1210 10 2017 2018 2020-22 9 2001 174 2013 1528 8 2014 2019 1460 1137 2020-21 2012 2014 337 2015 2009 1210 11 10 11 2015 Wind Wind 2 2022 2015 12 1 2015 8 2015 9 0.00200.00400.00600.00800.001000.001200.001400.001600.001800.002001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021中国:交通固定资产投资:内河建设:全国:累计值 亿元 中国:交通固定资产投资:沿海建设:全国:累计值 亿元时间 名称 主要资产 2009 1210 12 2016 1 85%-13 2 2018 169 14 3 2018 2 2019 9 2021 2 3 2009 1210 13 3 1 2015 2015 1 1 2014 253 2016 3 1 2015 206 2 2019 500/TEU 630/TEU 1100/TEU 2000/TEU 2009 1210 14 15/TEU 2019 20 10450 35 18(76.9%)5%16 17 2021 12 202111 2022 1 1 10%20 490/539/40 751/826/20 429/472/40 643/707/2009 1210 15 18 2021 10%30 50 6 2022 50%A 70%5%8 35%2022 70%2017-2022 6 PB 1.33 17-19 PB1.45 20-22 1.21 2009 1210 16 19 Wind 2023 4 28 1 1 2022 证券代码 证券简称 市值（亿元）PB 2 0 2 2 归母净利润（亿元）2 0 2 2 净利率(%)2022 ROE(%)2 0 2 2 股息率(%)001965.SZ 5681.0248.6 63.38.54.5600377.SH 4481.4037.2 28.311.25.2600350.SH 3491.1528.6 20.28.35.5600548.SH 2011.1220.1 20.89.95.0000429.SZ 1621.7112.8 43.014.35.5600012.SH 1571.2714.5 27.212.55.81.49 35.1 13.4 5.7证券代码 证券简称 市值（亿元）PB 2 0 2 2 归母净利润（亿元）2 0 2 2 净利率(%)2022 ROE(%)2 0 2 2 股息率(%)600018.SH 1,334.2 1.19 172.2 48.016.32.4601018.SH 737.3 1.02 42.2 18.27.12.3001872.SZ 招商港口 497.3 0.92 33.4 50.77.52.3601298.SH 青岛港 465.4 1.24 45.3 27.212.43.8601880.SH 388.6 0.99 12.8 11.93.31.1601228.SH 244.4 1.24 10.8 9.47.21.3601000.SH 唐山港 234.1 1.19 16.9 32.29.05.1601326.SH 187.7 1.05 13.1 19.67.82.1000582.SZ 北部湾港 151.9 1.17 10.4 18.08.62.0600717.SH 139.5 0.76 7.4 10.64.21.61.08 17.0 6.7 2.2 2009 1210 17 2018 12 26 00144.HK 2 a 2022 2022 1 51%27 5 b 2022 2022 7 100%100%24%5 2022 2 21 2023 2022 13.8 19.4%11.7 2009 1210 18 20 21 Wind Wind 2023+4.8%+8.5%+0.2%3 15.5%3+23.4%+48.4%23Q1 28%28.8%10.4%0.3%16.8%34.6%3.5 22 2023 3 2009 1210 19 23 2023Q1%23Q1 23Q1 2023Q1 1147 TEU-6.4%13275-0.9%980 TEU+0.5%26357-2.9%527 TEU+2.1%12727+3.0%161 TEU+14.7%6877.5+5.5%688 TEU+16.6%16089+9.6%318.2 TEU+0.3%1139.2+6.0%+16.6%14.7%2.1%0.5%0.3%-6.4%+9.6%6%5.5%3%-0.9%-2.9%2009 1210 20 24 2023Q1 2022 9 A 23.08%2022 10 3/2020 64%18-19 30%2021 99%2022 70%2020 2023 3 1 25 50 2009 1210 21 2 22 3 1 2023-25 2023-25 37 40.8 45.5 EPS 1.48 1.63 1.82 PE 13 12 11 PB 0.92 2 PB 24.8 25%PB 25 1+1 2009 1210 22 RCEP 2021 RCEP/RCEP 2 ROE 2022 ROE 12%2022 1 5 26 27 28 Wind Wind 2009 1210 23 29 30 ROE Wind Wind 2+1 2 2022 5.1%70%2020 31 2022%Wind 5.1 3.8 2.4 2.1 2.3 2.3 2.0 1.6 1.3 1.3 1.1 1.1 0.9 0.8 0.01.02.03.04.05.06.02022 股 息率 2009 1210 24 32 2022 Wind 33 34 Wind Wind 35 36 Wind Wind 2009 1210 25 3 3 21 7 47 29 2017 1.56 2022 2.8 12.4%2017 227 2022 702 25.3%1 2023Q1-2022 1 1 RCEP RCEP 2022 42.07 7.7%6.52 5.65 5.05 15%5.6%3.7%3 15.5%37 38 Wind Wind 39 40 Wind Wind 2009 1210 26 41 42 ROE Wind Wind 0.92 PB 1.2 PB 1.2 PB 1.2 PB PB 43 Wind 2023 4 28 PB ROE 唐山港 44%1.2 9.0 234 14.6 5.16 18%31%56.2 16.9-7%-19%招商港口 39%0.9 7.5 475 36.9 8.50-8%-1%162.3 33.4 6%24%青岛港 28%1.2 12.4 430 45.5 12.59 0%10%192.6 45.3 15%14%22%1.1 7.8 170 17.3 4.18 5%24%69.2 13.1 5%26%18%0.8 4.2 139 26.6 2.80 11%115%108.2 7.4-25%-24%北部湾港 16%1.2 8.6 152 15.1 2.38 9%2%63.8 10.4 8%2%10%0.9 2.5 52 15.7 0.00 15%-109%49.6 1.4-9%112%7%1.2 16.3 1,334 76.5 35.51-38%-35%372.8 172.2 9%17%6%0.7 4.7 92 19.2 2.20 5%-11%75.0 6.3 15%-14%6%1.0 7.1 737 57.4 9.91-8%-8%257.0 42.2 11%-3%5%1.3 4.9 120 1.9 1.06 1%27%8.0 4.5 17%-2%4%1.2 5.9 56 60.4 0.77-2%17%220.0 2.5-7%3%3%1.2 7.2 244 29.7 3.40 6%10%127.4 10.8 6%-5%1%1.1 5.0 52 12.6 0.61-6%5%52.5 3.1-20%-34%0%1.0 3.3 336 28.6 3.92-1%-19%119.8 12.8-3%-33%-2%1.2 4.7 35 1.9 0.35-4%-5%8.2 1.4 3%-6%-3%1.4 3.9 59 5.3 0.33-3%15%22.3 1.6 10%46%-3%1.0 1.9 65 8.8 0.26 47%-44%29.6 1.3 1%1%整体平均/合计 1.1 6.5 4,785 474.2 93.93-8.5%-14.8%1,994 386.4 2.5%6.8%上港以外平均/合计 3,450 398 58 1.0%5.6%1,622 214 1.2%-0.3%2023Q1 2022年 2009 1210 27 2022 2023Q1 1 2022 1 2022 156.8+0.9%46-1.9%29.4%101+1.6%64.6%2022+6.1%+3.7%=+3.7%+3.4%=+3.4%+3.2%-3.4%-4.3%-7.7%2022+10.3%+9.3%+6.4%+5.4%+4.3%+3.7%2 2022 29587 TEU+4.7%26073 TEU+4.6%2022+17.2%+16.8%+9%+8.8%+5.3%+3.7%=+3.7%+3.1%1%0.6%2022+21.5%+16.8%+16%+12.8%+12.2%+9.4%+8.3%+8.2%44 2022/45 2022/2009 1210 28 46 2022 47 2022 2 2023Q1 1 2023Q1 38.5+6.2%25.5+5.5%2023Q1+13%+8.5%+7.7%+5.6%+5%+4.5%=+4.5%+4%+0.1%-5.8%2023Q1+13%+9.1%+7%+6.9%+6.4%+6.2%2 2023Q1 6973 TEU+3.5%6151 TEU+2.8%2023Q1+17.6%+14.7%+13.3%+9%+5.7%-0.2%-1.8%-6.4%2023Q1+45%+19.7%+17.5%+16.9%+15.8%+14.7%+12.2%2009 1210 29 48 2022 2009 1210 30 49 2023Q1 1 2022 17 A 2022 1994+2.5%386+6.8%28.5%-0.8pct 21.1%-0.9pct 15.5%-0.3pct ROE 6.1%-0.7pct 2022+19.7%+17.3%+15.3%+11.1%+9.8%+8.7%+8.1%+6.2%2022+111.9%+45.8%+26%+24.3%+17.3%+14.2%+2.8%+1.1%2009 1210 31 2 17 A 2023Q1 474-8.5%94-14.8%30.5%+0.5pct 21.8%+1.1pct 2023Q1 16%38%16 A 2023Q1 398+1%58.4+5.6%2023Q1+46.6%+18.3%+15.3%+10.8%+8.8%+5.9%+4.7%2023Q1+115.2%+30.9%+27.1%+24.4%+16.6%+14.8%+10.2%+9.8%50 51 Wind Wind 52 53 ROE Wind Wind 2009 1210 32 54 A 2022 Wind 55 A 2023 Wind 2009 1210 33 2016 2021 21 2020 21 2019 2018 2017 2020 2020 21 2021 玥 2021 2021 2023 2009 1210 34 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572560 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 35(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522 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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