资源描述
2023 SAC S0850511010019 2024 5 8 SAC S0850510120001 1.24 2.24 3.24 4.2 0YEVyRnQnOrQsMsRmRsNnM7NbP8OmOqQsQtPlOpPtOiNqQzQbRoOvNuOpMzRwMrNmO/1.24 3 2023 24 2245.8 8.8%426.1 3.0%2023 55.8%29.7%24 2023 Wind 1.1 4 3.0%10.2%17.1%20.1%0.4%10.0%22.9%15.1%-5.0%-1.6%4.7%-0.5%11.3%-4.4%55.8%29.7%-4.2%20.4%11.0%3.4%-5.2%9.1%0.4%13.0%-10%0%10%20%30%40%50%60%0500010000150002000025000300003500040000450002023%vj/y3eZnwMF0gN5pOtKt/5KvZxvDHl7CnYBIQwX/6MPEfTJ5IHAHSe3cND7kMG3S 2023(%)2022 2023 TOP1-5 22929 24833 8.3%TOP6-10 10560 11618 10.0%TOP11-15 4006 4350 8.6%TOP16-20 2665 2961 11.1%TOP21-24 1424 1442 1.2%2023 TOP16-20 11.1%TOP6-10 10.0%TOP11-15 8.6%TOP1-5 8.3%TOP21-24 1.2%5 Wind 1.1 2023 24 113.3 13.5%29.3 2023 788.1%89.0%24 2023 6 Wind 1.2 32.8%29.4%24.0%18.0%24.0%10.6%17.0%89.0%-74.9%2.2%5.1%0.4%-25.0%-85.0%-129.5%10.9%-13.8%5.8%-44.1%-71.1%-5.6%-9.7%-47.7%-190%-140%-90%-40%10%60%110%-1500-1000-50005001000150020002500300035002023%2023(%)2022 2023 TOP1-5 1312 1668 27.2%TOP6-10 699 495-29.2%TOP11-15 436 330-24.3%TOP16-20 108 106-1.5%TOP21-24-699-417-40.3%2023 TOP1-5 27.2%TOP16-20 1.5%TOP11-15 24.3%TOP6-10 29.2%TOP21-24 40.3%7 Wind 1.2 2023 24 22.7%0.94 20.3%2.22 9 16 33%13%24 2023 1.3 8 Wind-3.19 0.92 1.74-0.10 4.61-2.52-0.76 0.68 1.28-0.80-0.46-4.30-2.42 0.80-4.45-4.92-0.21-4.87-1.05 0.58-0.06 0.45-3.37-0.21-6-4-202460%10%20%30%40%50%60%2023%2023 24 12.1%2022 4.1 6 18 42.1%3.0%4.5%24 2023 1.4 9 Wind 3.0%4.5%5.8%6.9%8.4%8.6%8.7%8.7%8.9%9.5%9.6%9.9%10.3%10.3%11.4%11.7%12.0%12.1%12.7%15.1%15.2%17.2%27.5%42.1%0%5%10%15%20%25%30%35%40%45%2023 24 100 155.7 126.4 115.8 110.1 2023/15XPE/2023 3.17 1 24 2023 1.5 10 Wind-100%-50%0%50%100%150%200%250%300%350%040008000120001600020000 2023 15XPE 2023%2023 24/83.0%66.1%/5.02%15.5%2023 2022/24 2023/1.6 11 Wind-3.95-11.00-0.05 0.70-1.77-0.22-0.29 2.83-4.47-2.36 0.68-7.89-14.10-5.41 3.36 1.30 0.90 0.34 6.20-15.98 0.26 6.15-1.23 20.43-20-15-10-5051015202501020304050607080902023/%2023 24 243.5 83.3 2023 2022 1.26 1.13 59.0%24.36%24 2023 1.7 12 Wind 0.00%-6.19%-1.73%21.96%125.70%112.72%38.22%-59.03%-4.03%3.80%-1.68%-4.13%-6.14%-4.03%26.76%-24.36%-16.90%3.03%-8.93%-0.10%6.18%-12.64%-4.61%-6.94%-100%-50%0%50%100%150%0500010000150002000025000300002023%2023 24 19.8%18.7%2023 13.1 9.4 2023 24 2023 13 Wind 1.8-13.1%-5.3%-0.2%-2.1%-1.2%-7.4%-0.6%0.2%-8.0%-9.4%-2.8%-3.2%-3.5%-0.14-0.12-0.10-0.08-0.06-0.04-0.020.000.020%5%10%15%20%25%2023 24/15.8 3.77/24 2023/14 Wind 1.9/79.2%42.6%70.0%-37.6%93.0%87.8%-50.2%17.0%-70.4%42.7%18.1%80.1%-160.8%-25.8%-108.8%-34.3%-165.7%-280.1%-205.9%-6.00-5.00-4.00-3.00-2.00-1.000.001.00-1500%-1000%-500%0%500%1000%1500%2000%/2024 4 30 2023 24 4.4%5%10 11.73%9.03%24 2023 15 Wind 1.10 02468101214%2.24 16/2023 24 13%12%5 48%33%-11%24 2023 2.1 17 Wind-50%0%50%100%150%200%010020030040050060070080090010001100 2023%/2023 1.71 1.66 0.83 24/2.2/18 Wind 0.00.20.40.60.81.01.21.41.61.8020040060080010001200140016001800 2023 2023/2023/60 24 2.3 19 Wind 374 125 61 58 49 45 45 42 39 37 33 33 32 31 26 26 24 22 21 19 18 14 050100150200250300350400/2023/100.6/21.5/8.2/24 2.3 20 Wind 100.6 21.5 8.2 7.6 7.5 4.7 4.0 3.3 3.2 2.1 2.0 1.9 1.4 1.1 0.9 0.8 0.4 0.3-1.0-1.6-1.8-3.6-20020406080100120/2022 2023 21 2.4/2022 2023 2022 2023 2023 2023 2024 2023 2023 93 95 1060 1080 4 1510 117 91.2%1.98 84 98 897 1059 14 1628 96.1%3.06 26 27 191 170 284 92.8%3.74 2023 14 4 2023 117 2023 91.2%92.8%96.1%2023 3.74/3.06/1.98/3.24 22 3.1 23 2024 4 30 Wind 2023 2024 2025 2026 PE 9.64 7.87 6.75 6.61 2024 PEG 0.47/0.49 0.62/1.41 1.30 WIND WIND 2024 4 26 1=0.91 24 EPS PE PEG 2023 2024E 2025E 2026E 2023 2024E 2025E 2026E 06049.HK 32.00 29.12 2.51 2.89 3.31 3.78 11.60 10.06 8.79 7.71 0.71 01516.HK 1.96 1.78-0.14 0.21 0.24 0.27-12.74 8.63 7.52 6.60 0.60 03319.HK 3.00 2.73 0.32 0.78 0.84 0.97 8.53 3.52 3.26 2.80 0.29 02669.HK 4.79 4.36 0.41 0.51 0.61 0.69 10.67 8.54 7.12 6.28 0.51 09909.HK 2.66 2.42 0.71 0.74 0.80 3.39 3.27 3.02-0.03 01209.HK 27.85 25.34 1.28 1.57 1.86 2.19 19.75 16.19 13.61 11.57 0.89 001914.SZ 10.68 10.68 0.69 0.83 0.99 1.16 15.39 12.86 10.83 9.19 0.70 06098.HK 5.28 4.80 0.09 0.49 0.64 0.65 55.29 9.89 7.46 7.41 0.64 09666.HK 9.10 8.28-1.49 0.65 0.75 0.89-5.56 12.74 10.99 9.27 0.74 02602.HK 20.85 18.97 1.66 1.93 2.22 2.55 11.43 9.85 8.54 7.43 0.65 03913.HK 0.36 0.32 0.02 21.54 002968.SZ 9.06 9.06 0.71 0.80 0.91 1.04 12.76 11.27 9.94 8.68 0.81 00873.HK 0.84 0.76 0.11 0.12 0.14 6.95 6.14 5.28-0.06 06989.HK 1.50 1.37 0.25 0.27 0.31 0.33 5.50 4.97 4.47 4.14 0.52 02869.HK 3.59 3.27 0.19 0.23 0.27 0.31 17.19 14.22 12.05 10.41 0.84 06958.HK 0.19 0.17-0.08-2.16 01755.HK 2.94 2.68 0.52 0.57 0.63 0.67 5.15 4.66 4.26 3.96 0.56 09928.HK 0.54 0.49-0.21 0.18 0.20-2.34 2.78 2.43-0.03 06677.HK 0.50 0.46 0.04 0.23 0.26 12.64 1.94 1.73-0.02 00816.HK 2.45 2.23 0.37 0.43 0.49 0.56 6.03 5.16 4.52 3.98 0.37 06668.HK 1.30 1.18 0.17 0.19 0.21 0.23 7.02 6.39 5.70 5.15 0.56 06626.HK 2.98 2.71 0.32 0.38 0.45 0.52 8.47 7.13 6.00 5.17 0.41 02156.HK 3.32 3.02 0.34 0.39 0.47 0.59 8.89 7.79 6.40 5.10 0.33 01502.HK 2.22 2.02 0.34 0.39 0.43 0.48 5.89 5.24 4.69 4.17 0.43 9.64 7.87 6.75 6.61 0.47 3.1 WIND 2024 4 26 1=0.91 25/06049.HK 177 161 0.17 0.22 01516.HK 60 55 0.15 0.20 03319.HK 43 39 0.05 0.07 02669.HK 157 143 0.36 09909.HK 17 16 0.50 0.74 01209.HK 636 578 1.42 1.63 001914.SZ 125 103 0.30 06098.HK 177 161 0.10 0.17 09666.HK 57 52 0.15 0.19 02602.HK 246 224 03913.HK 7 7 002968.SZ 23 19 0.11 00873.HK 21 19 0.06 0.08 06989.HK 18 17 0.22 0.26 02869.HK 115 104 0.28 0.23 06958.HK 2 2 0.02 0.02 01755.HK 26 23 0.10 09928.HK 5 5 0.04 0.04 06677.HK 6 5 0.04 0.05 00816.HK 22 20 0.19 0.24 06668.HK 13 12 4.29 7.06 06626.HK 45 41 0.49 0.63 02156.HK 47 43 0.42 0.69 01502.HK 8 8 0.17 0.19 0.49 0.62 3.1 WIND 2024 4 25 1=0.91 26/06049.HK 177 161 1067 0.15 01516.HK 60 55 106 0.51 03319.HK 43 39 27 1.41 02669.HK 157 143 1449 0.10 09909.HK 17 16 25 0.63 01209.HK 636 578 1842 0.31 001914.SZ 125 103 767 0.13 06098.HK 177 161 123 1.30 09666.HK 57 52 60 0.86 02602.HK 246 224 A 813 0.28 03913.HK 7 7 11 0.59 002968.SZ 23 19 00873.HK 21 19 19 1.01 06989.HK 18 17 02869.HK 115 104 159 0.66 06958.HK 2 2 2 0.78 01755.HK 26 23 222 0.10 09928.HK 5 5 4 1.19 06677.HK 6 5 25 0.22 00816.HK 22 20 82 0.25 06668.HK 13 12 06626.HK 45 41 172 0.24 02156.HK 47 43 269 0.16 01502.HK 8 8 92 0.08 3.1 3.2 27 30 2024.3.31-2024.4.30 90 2024.1.31-2024.4.30 7 2024 8 36.11%2024 15 33.33%29.41%2023 5 1 2024 4 30 68.52%66.51%WIND 2024 4 26 28 24 90 mHKD 30 mHkD mHkD%2024/1/31 2024/3/31 2024/1/1 2023/5/1 06049.HK 2020.03.09 44 52 9 11.11-32.87 01516.HK 2021.03.15 23 23 0 4.81-18.71 03319.HK 2020.03.09 42 48 6-16.20-51.76 02669.HK 2018.03.05 62 69 7-18.26-43.98 09909.HK 2020.09.07 1 2 0-4.66-42.60 01209.HK 2021.03.15 107 129 22 0.00-31.71 001914.SZ 83 86 3-10.70-30.71 06098.HK 2018.09.10 140 142 2-21.78-54.76 09666.HK 2021.03.15 2 2 0-17.57-24.04 02602.HK 2020.09.07 20 18-1-15.09-39.47 03913.HK 2021.03.15 2 2 0-24.47-66.51 002968.SZ 56 55 0-27.58-51.45 00873.HK 2021.03.15 7 2-5-29.41-56.48 06989.HK 2021.03.15 1 1 0-6.25-37.67 02869.HK 2017.03.07 11 12 1 23.37-23.50 06958.HK-0 0 0 2.15-51.90 01755.HK 2021.03.15 4 4 0-6.67-36.92 09928.HK 2020.09.07 0 0 0 3.85-8.51 06677.HK 1 0 0-33.33-68.52 00816.HK 1 1 0 36.11-30.77 06668.HK 1 1 0 5.69-15.33 06626.HK 4 3 0 15.50-16.05 02156.HK 4 1-2-2.06-25.78 01502.HK 0 0 0-5.13-14.44 3.2 4.29 A H SAC S0850510120001 021-23185710 Email 30 SAC S0850511010019 021-23185696 Email(021)23185689 Email(021)23183953 Email 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%31
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