20240813_平安证券_非银行金融行业养老产业现状研究专题(一):养老金融业蓬勃发展_20页.pdf

返回 相关 举报
20240813_平安证券_非银行金融行业养老产业现状研究专题(一):养老金融业蓬勃发展_20页.pdf_第1页
第1页 / 共20页
20240813_平安证券_非银行金融行业养老产业现状研究专题(一):养老金融业蓬勃发展_20页.pdf_第2页
第2页 / 共20页
20240813_平安证券_非银行金融行业养老产业现状研究专题(一):养老金融业蓬勃发展_20页.pdf_第3页
第3页 / 共20页
20240813_平安证券_非银行金融行业养老产业现状研究专题(一):养老金融业蓬勃发展_20页.pdf_第4页
第4页 / 共20页
20240813_平安证券_非银行金融行业养老产业现状研究专题(一):养老金融业蓬勃发展_20页.pdf_第5页
第5页 / 共20页
点击查看更多>>
资源描述
2024 08 13-20231123-2024-20240619-20240804 S1060520040001 BQC673 WANGWEIYI S1060520040002 LIBINGTING S1060524070004 WEIJIWEN 4 REITs 1 2 1 2 3 2/20.4.5 1.1.5 1.2.7 1.3.7 1.4.8.11 2.1.12 2.2.12 2.3.13 2.4.14 2.5 REIT s.15.16.18 1ZEVzQnQnOqRsMpMqNtMrQ6MbP6MsQoOmOmQfQrRwOeRqRnR7NmNsMvPrRrNuOrQmO 3/20 1 4 12.4 2.5 3.6 4.6 5.6 6.6 7.7 8.7 9.9 10.10 11.10 12.10 13.10 14 2023 1.10 15 2024 7 31.13 16 2024 7 31.13 17 2024/06/30.14 18 2024/06/30.14 19.15 20 REIT s.16 21 REIT s.16 4/20 2020 2 2020 12 12 2014 4 1 4 12 2020 50 SqwyDRCLL3McQOvuEtrpP/C4iNkD3XJlIbfvIKRvuXKrvb8UpHgO12XmAC8HltOe 5/20 2 2020 1.1 6/20 2015 8.58 2020 9.99 2020 91%2015 9pct 2025 95%=+16 100%=16 2023 2023 10.66 91.8%5.21 5.45 3.15 29.5%7.82 YoY+11.91%6.36 YoY+11.86%3 4 Wind Wind 5 6 Wind Wind 0%10%20%30%40%50%60%70%80%90%100%020000400006000080000100000120000 24%25%26%27%28%29%30%05000100001500020000250003000035000-20%-10%0%10%20%30%40%50%60%0123456789 YoY-15%-10%-5%0%5%10%15%20%01234567 YoY 7/20 1.2 2004 2014 2023 2023 14.17 3144 0.38%6.03%3.19 8%12%5%5%7 8 Wind Wind=2023 2022=1.3 1 2022 4 11 2022 4 11()36 0.0%0.1%0.2%0.3%0.4%0.5%0.6%0.7%0246810121416 0%1%2%3%4%5%6%7%8%0500100015002000250030003500 8/20 12000 EET 12000/3%2024 7 31 823 22 465 54 195 22 82 55 6 26 2024 1 2022 11 2024 1 20 400 2024 7 31 51 19 24 8 2 2023 9 2018 5 2021 12 23 6.3 5.2 2023 9 3 2023 10 2021 6 2022 3 2023 10 2023 9 63.7 81.6 7.9 2024 1 2023 74 106 2024 7 31 10 17 1.4 5 49 2012 2016 7 15 2 2020 9 14 49 6 70%9/20 2021 7 9 1 1 2 2 3 3 4 4 5 5 6 6 7 7 8 8 9 9 10 10 11 11 12 12 13 13 14 14 1 2023 2023 6 1.7 200 650 1.4 7600 2017 5 33 2017 10 2023 2023 49 18330.87 134.29 0.73%243.63 118.56 8080 30.28 2 2023 2023 49 16.52 0.44 2022 2023 10/20 10 11 12 13 3 2019 11 70%30%2023 1 15 4 2 9 14 11 3 14 2023 1 0.0%0.2%0.4%0.6%0.8%1.0%1.2%0400080001200016000200002018 2019 2020 2021 2022 2023 01020304050607080902020 2021 2022 2023 0200040006000800010000120001400016000180000204060801001201402020 2021 2022 2023 0.420.430.440.450.460.470.4805101520252020 2021 2022 2023 11/20 4 30%100%5 70%2019 49 65%12/20 REIT s 2.1 2023 1 1 4 10 2024 1 2024 1 6 1 59 2023 180 2024 7 31 5446 1284 19 2.2 2021 9 2022 1 2022 2 2024 1 2021 9 2024 1 11 10 51 47 1000 Wind 2024 7 31 11 51 1024.26 1 R2 51()1(21GS5688)2 R3 2+39 76.47%910.32 88.88%12 11 2032 1 1 1.69 3 51 0.08%0.02%4 2014 7 31 51 1.05 5 5.55%-7.68%6 2023 2022 2021 4 43.98 2022 46 18.41 2023 1 1.60 2024 2023 2 10 3 7 2024 7 10 6 26 7 11 269.34 192.93 53.87 50.31 13/20 15 2024 7 31/2021 4 5.60%7.20%0.08%175.92 43.98 2022 46 5.56%7.72%0.08%846.74 18.41 2023 1 5.00%8.00%0.10%1.60 1.60 11 51 5.55%7.68%0.08%1024.26 20.08 Wind 16 2024 7 31/1 5.00%10.00%0.13%1.69 1.69 11 5.59%7.43%0.08%138.57 12.60 10 5.68%7.36%0.10%109.82 10.98 11 5.63%7.77%0.11%192.93 17.54 3 5.00%7.00%0.00%37.90 12.63 2 5.80%8.00%0.00%100.62 50.31 3 5.27%8.00%0.07%32.10 10.70 5 5.38%8.10%0.10%269.34 53.87 3 5.70%7.83%0.05%89.10 29.70 2 5.80%8.00%0.01%52.21 26.11 11 51 5.55%7.68%0.08%1024.26 20.08 Wind 2.3 FOF 2018 2 2018 8 14 Wind 2024 6 30 87 499 FOF 1455 65 274 195 632 FOF 54.9%43.5%122 208 44.5%32.9%152 425 ETF 14/20 17 2024/06/30 18 2024/06/30 Wind Wind Wind A C Y Wind FOF FOF Wind 2.4 60 2014 6 4 60 2016 7 2018 6 30()2018 8 2014 2015(A)2016 10 2023 11 214 147 71 9700 8000 4 4992741221520 100 200 300 400 500 600FOF 1454.59632.99207.97425.020 400 800 1200 1600FOF 15/20 19(A)60 85-1 50%1000 2 10 10%3 1-5 10%8%5%3%1%0%4 5.5%60 100 2544 21617 2514 1680 7107 21617 2124 1433 Wind 2.5 REIT s REIT s 2009 REIT s 2020 8 Wind 2024 7 31 16/20 REIT s 1273.79 REITs 543.66 42.68%20 REITs 21 REITs Wind Wind 2024 7 22 1/45 2 0100200300400500600 17/20 2022 20 60 90%PPP 1+CCRC+2 3 2023 2023 133389 25.3 26.1 2022 2022 11746 32%5363364 70%31.9 83.4%16304 81.1%50 1 2022 12 18/20 C+2014 2019 2020 200 100 20-30 CCRC 2024 100 50 2023 3 50 2+PE PE+PE 1 2 19/20 3 :6 20%6 10%20%6 10%6 10%:6 5%6 5%6 5%2024 4008866338 5023 B 25 1333 26 4 1 B 25
展开阅读全文
相关资源
相关搜索
资源标签

copyright@ 2017-2022 报告吧 版权所有
经营许可证编号:宁ICP备17002310号 | 增值电信业务经营许可证编号:宁B2-20200018  | 宁公网安备64010602000642