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发布时间:2024-07-07 01:42

13ܾͶǧԪ

ййг13ܾͶ,ܶ9,210Ԫ.оͶŹģ˴,Ҵʽּл,ع½ڳѷ;ڹг,ٲɵ׼ʵʱԶ.

ܱƱʴ,ڴʴ൱,ѻλ,Զڶгˮƽ,಻ųδ.

Ӧ,гһƱҲ汾Ϣ˳.,жͨгߵĻĿѴ.

"Ʊ()36bp,ϢȲ,Ӧòൽλ."һнԱ.

йʾ,緢е10ԪƱ,мΪ99.35Ԫ,Ӧǽ37(bp),2.6242%;δع.

ýԱʾ,ܱƱѴ,Ҹͬ޶ڴ׼,гˮƽȻ,Ʊ.

ймծƱ<0#CCBYBMK=>ʾ,ƱΪ3.5048%,һгߴ88bp.

йϵڻҴ׼,ڴ׼0.35ٷֵ2.60%,Ϊ̶һڶμϢ,ǿӦԸͨ͵.

ϵ׼ĵЧӦ,ʹڱѹȶӰ,йĽ1µع,Ͷ3,500Ԫ.ڴ½.

**׼𹤾߲û**

ǵԿܼϢгǰIJ,,ƱһгԸĹ,гѷ,ϵԻջдв׼(׼)ϵȹ.

"ʵ޷ɶ׼ʵ."ҵѧ³ίԤ,һԿ׼ϵ,,һλ2·.

",ʽӦԪ."ϺһнԱ,ع,ԵǰϵԳӦò.

·͸ͳƻʾ,2·ʣʱ,йгعƱڴ2,880Ԫ,3Ʊڸߴ6,670Ԫ.йгǰѾ12ܾͶ,8,180Ԫ,ܾͶ230Ԫ.

һнԱʾ,йǰó˳ȻŽϿ,ֵǮ,ռƱؽϴ,ʹϵԻнϴѹ.

201012ռΪ4,033.18Ԫ,Լ26%,ԶԶó˳FDI֮,ʾʱйٶδ.

еǰгƱ״̬һΪܶһƱ,ķںƱ,,ƱΪܷ.ȥ129,һг,Լ޹ԭ,еƱȥ4ͣΡ·͸磩

ѹ(000404)ϵģʽ гӯ

ģʽš2008 곤ʽԺ ˾Ǩ˳羰ҵ԰ʵ˰ǨƷƶ2000 40 ڵ۹ģﵽǰĵһĿ꣬ڽʵ֣ͬʱ˾缶ѹзصĿŬǷΪ˾Ĵɶδʲעռ޴

ͷҵܸҵƽˮƽĸ˾ѹгݶ20%ϣҵһԺ󣬹˾ڹˮƽзʵʽʵȷʵʵķԾԤƹ˾ͨǨ͹ˮƽĽһδָҵƽˮƽĸ

°ë𲽻ָ˾ԭҪͭƬȣжͭ۵жΪǿҡϰʵͭ۶Թ˾ӯܵ޴Ϊ°ԭϵļ۸ѹԻ⣬ȫҵƽڡжϹ˾ͨģЧӦ͹ˮƽԼתޣܹԭϳɱѹǵëˮƽָ

Ʒܼţܻƶ˾޷ѹǼŲƷعɹ˾Ʒ󲿷ֶǸЧܲƷ˾ͨǨʵ˲ƷѹЧˣ˾ƷĽܼЧӦܻߵƶ

߻ͷأͭԭϼ۸񲨶ijɱѹͺ۾òIJȷӰ죬ǹ˾ٵҪءͭԭϼ۸ߵͺ͹ҹڽܼŷֲߵƳǹ˾ɼ۵Ҫ߻ҵͲţԼˮƽͲƷǹ˾ҪأԤƹ˾δĸΪ48.70%

ֵͶڹ˾ĸDZǸ蹫˾ɼ0.6 PEG29.22 PE ֵˮƽӦ2010 ԤEPS ĿɼΪ13.44 ԪĿǰɼ۵͹ά롣֤ȯ ܷ䣩

ŵ(600060)

ͶҪ㣺

ŵ2010 ϰʵӪҵ94.86 Ԫͬ27.9%Ӫҵ2.72 Ԫ2.47 Ԫͬȷֱ43.7%47.8%

ȫ̯ÿ0.29 ԪԵԤڡ

ڷëͬʲֵ׼ء˰½ɶ½

гԤڡԤڵʵҵȽ빤ҵ棬Ϊ׵ƷƽָҵѹŶȵ42.59 Ԫͬ½7.7%ë13.6%½3.3 㣬ͬȽ5.6 㡣ʵë19.0%ͬȽ4.6 㣬ë4.1%ͬȽ0.8 㡣

гԳЧ17.96 Ԫͬ82.3%ȥ°ƽռ18.9%ʾггЧڱӰʵë0.9 㡣

Ӫҵ½ڹģšӪҵ3.93 Ԫ08 µͣӪҵ½9.2%ͬȷֱ½1.7 4.6 ٷֵ㡣

ƽϺãڲƷ½6.80Ԫԭϴ5.48 ԪʾɲƷȫ²ƷΪLED ۶ռȷֱԼ10%20%Ʒ½׼0.51 Ԫ

˾Խϵ͡LED Ƴұؽϸߣ°꾭ӪѹԽСԵ͹˾2010-2012 EPS ֱ0.67 Ԫ0.81 Ԫ0.95 Ԫά֡֡ע̩֡ ܰ

ൺ(600690)˳Ӧ ŻƷṹ

˳ӦŻƷṹ˴ι300޷ƵЧյĿ˳ӦĴƣϵǰܻIJҵĿ4´ЧƵյIJѹŻƷṹгʾȥ°Ƶյռȿ097µ11%Ŀǰ25%(ͼ1)˾Ƶյռҵˮƽ൱ǵĿԤƸñߡ

ݲҵͳݣ2009ҹÿյ6586̨3767̨ԤδҵΪ8%ĿǰռԼΪ10%гݶȥ(

ǿյҵľġڱϴҵУյҵǹ˾귢չһ̰塣ȥ12£ŶԼÿյÿյϣ˺յţɼŸ߼ܲòɭBUÿյҵȫ渺յƷӪⶼԲܵĸθ˽ϸߵӲҵߵijյݶ˴β300̨޷Ƶյܣ󽫹γɿյ1500̨ʾ˾ƷҵչԼƷռʵġ

ӯԤ⼰Ͷʽ顣˾յҵ񴥵׻˳2뺣ԤƵģͻ200ԪδļгٷչгȨ˾ƣڴʡɶȨȷ

нϴƿռ䣻δڽһʲϵԤڡάֹ˾10-12ӯԤ1.251.531.89Ԫ˾δ긴ʴ30%20PE6Ŀ25Ԫά֡롱֤ͨȯ 񴺳ǣ

(000521)ҵӯ ļͶĿͨ

¼˾շ2010걨˾ʵӪҵ45.76Ԫͬ34.85%Ӫҵ1.65Ԫͬ338.47%ܶ2.59Ԫͬ516.34%ʵֹĸ˾ߵľ2.19ԪӦ0.5285ԪEPS,ͬ503.00%ʵֿ۷Ǻ0.83ԪӦ0.2004ԪEPSͬ602.25%

١ʱָλ26.23Ԫ34.34%ͬ21.79%ͬٽһȵ57.55%»Ҫǻԭҵëʻ»1.86ͬ0.86ٷֵ㣬ﵽ23.85%һȽ϶ʹ09״ĵͼԭ¡

۷ͬ2.90ٷֵ㣬»2ٷֵ㣻ͬȷֱ½0.870.22ٷֵ㣬Ȼƽۺͬ1.80»2.01ٷֵ㡣2ȳۿƴѶ桢յ(ҪΪյܻ)ȥͬڴͶ漰ӪҵֱΪʹ1.632.07ٷֵ㡣

ۺأʵֹĸ˾1.08ԪӦ0.2610ԪEPSͬ256.07%ͬ2.71ٷֵ4.12%»1.55ٷֵ㣬ҪdzۿƴѶȡõͶ滷»

ҵëϰ꣬ͬ38%ҵƽ٣˾ռȲ(ͼ12)ڣҵʵӪҵ32.73 Ԫͬ34.91%ڼ۸ΪҵĴ󻷾£˾ͨƷṹƳƷýϺõļ۸Ȩʵƥ

ԭϼ۸λеѹ±ëʲͬ1.33ٷֵ30.79%ʵ־0.75Ԫͬ296.53%ʴﵽ2.29%ԡëҪڹ˾09׶ԲԭĵսԲɹ˲ֵͼԭϣ⣬ƷṹҲŻ߶ռߣԿšűռԼΪ4%

ڲܲ㡢Чʽϵ͵Ӱ죬˾߶˱ޣƷӦĿǰ˾ѶʽļͶĿĽ裬ĿЧƿ⣬ЧʣŻƷṹΪ˾֤ͨͨȯ 񴺳ǣ

и(300034)òû DZ޴

˾Ҫ㣺ӯȶгȲȶ˾ĸºϽҪڷɻȼҵ̵ȸ򡣹˾ռгԼ30%гݶպԤδȻÿ20%ĸʡ˾ڸгݶȶ

ļر׼ߺƶ߹˾ڸºϽȫλƣºϽر׼ƶߣòƷ֤ݣ5 ʱ䣻աо⡢Դƣ豸ԼƷȫDZ޴󡪡ãDZϴø²DZ޴󣬶ĿǰϴϸֵǣУҵøºϽ𲿼ѹ

˾Ҫķյ㣺ƿ˾ļͶĿչԽ˽ڵijɳԽϲԺļԱ͹ŶȱЧļ

ͶʽԤ2010 2012 ꣬EPS ֱΪ0.44 Ԫ0.56 Ԫ0.67 Ԫ6 4 չɼۼ㣬Ӧ2009 ӯΪ772010 ӯΪ572011ӯΪ44.8Ŀǰҵ尴2009 ӯ㣬ӯΪ77 ԤƵ2010 ӯΪ43 ڹ˾ļȣݽǿ빫˾֤ȯ ٣

ҩҵ(300026)ͷԽ ҵԤ

1 ҵá1 ȹ˾ʵӪ4388 ͬ28.30%ͬ35.15%ϢǾٸӪյҪԭԤտ5513 ͬȼ30.38%ϵڷƷȷ£

Ѫؾᷨض͵ͷӸظδͷ

¢͹ԣѪؾԽֿܺ컨۸ڿر׼߶ԳɱһЩӰ죬Ѫؾڵŧ֢ռ޴ƾ¢ƣδ˾Ӵгչȣ30%ٿڴԤѪؾΪ3 ϼذƷ֣

ΪڵǰΩһijңᷨضԿɳ˾Ӧ֢ӿչհгԤƽٽﵽ30%

ͷӸظнϴչռ䣬δԼ25%ƽ١

δ˾ͨԵɱǵӰ죻

ҩ䷽Ϊµ㡣չĿΪҩ䷽֮һȵơ09 Ӫճ5800򣬾1000 δٽ50%ϵĸ

зĿչ˳ͶĿǰ׼ҩ걨ڿͶĶ̩ҺɳƬҲƻ10 걨жɫƷֵз˳չС⣬ѪؾĿʩڿչУҲڽڶԤʽͶ

άƼͶݲҩ䷽δ׵²Ʒе£Ԥƹ˾10-12 EPS ֱΪ2.293.00 3.96 Ԫ˾״ãҵ²Ʒչ˳δҵгԤڿܣάƼͶͶ֤ȯ ෽

(300037)е﮵صҺȷ Ŀ54Ԫ

ӵصҺ5ڽ6˾Ŀǰӵ1200ӵصҺ2009깫˾ͨھ豸DZ1500ӵصҺڹԼ15%ҵгռʡĿǰ˾ڻݺͨ½ĿԤ2015ȫ˾ӵ8600﮵صҺڹģ6.2ڹ̹˾гǰ׵ĵλ

ֹѧƷͷλĿǰ˾ӵ16,000ֵѧƷڹгռʴ30%ϣгռԼ2.7%ǹڸҵͷҵ˾2015꽫ӵ49,600ܣĿǰ260%Ϊг쵼ߣڹģзƷơƷʺͷȷȵλ֤˾ҵȲչ

̬߷ӵѧƷҺӦǰδֵһǣ˳ҺʡκϳɼڹȽˮƽΪΨһһҹģεҵ

Ź˾½ĿͶδ3Ӫҵ뽫ᱣ30%ϵĸҸ߸ֵIJƷڹ˾ӪеıСȵһ˾ëʻܹάڽϸߵˮƽ

ƼǼ20102012ÿֱΪ0.90Ԫ1.17Ԫ1.41ԪҡǵҵֵˮƽԼĿǰشӵػѧƷй˾ĶλǸƼĿ54Ԫ֤ȯ 쿣

(300009)ҵȶ Ʒǿ

Ӫҵȶëʽһߡ2010ϰƷʵ6775.11Ԫͬ10.79%иͬ»6.69%Ҫⶩʱʹù½йأͬʵ65.14%Ϊ빫˾Ӫ罨ɴƵйءҽӣѧҩϰͬ35.62%Լӿ졣ëʷ棬۹ģغͻѧҩëߣëʴﵽ71.57%ͬȺͻȶߡ

ڼӪҵ١2010ڼΪ46.09%ͬ1.02ٷֵ㣬Ҫ۷ʵߡ2010ӪҵΪ241.4Ԫͬȼ20.56%ҪطIJйء

ƷIJṩµ㡣ԼСP185 ׼ԼкԤʽ˸ئ2b עҺԼչ㽭Τ˰¸ΤЩƷ˾δҵ

ӯԤ⣺Ԥ20102012EPSֱΪ0.35Ԫ0.44Ԫ0.54ԪĿǰֵԺǵ˾ƷЧ䣬ҵԤټ߶ҩķ֣衰Ƽ֤ȯ ģ

600588Ͷѹӯ ص

չ2010걨˾1H2010Ӫͬ18.6%ëͬ22.9%ĸ˾ͬȽ91.9%ȫ̯EPSΪ0.03Ԫ۳ǾľͬȽ89.8%EPSΪ0.01Ԫ۳Ǿ͹ȨɱľͬȽ81.1%ӪԱź֧ڼٽϸߣʹÿ۷Ǻ»

߶ûӪӹ˾Ƿѡ1H2010˾Ӫͬ18.6%гԤڣͬʱȫ30%ԤԽϵ͡ҵ˾NCU8TϵеƷӪͬȷֱԼ35%24%8%Դ֣ĸ˾ӹ˾׵Ӫͬȷֱ23%7%Ϊ˾ӪٵԤڵҪԭܰ߶ҵ(NC)ռߣNCĿʵʩڳȷϼ°ꣻ˾ҵ飬³˳ͨ޹˾TϵйӶӰTϵжҵ̲ݵӹ˾ϰҵչѡУϲ԰ʹĿбӺԵҵӰ졣

Ϊ˾°ӪͬҪ¿ǣһչӢ˼Ϊ˾9·ݿʼӪչӽԪ˾ϰĴֹ˾𲽹ӪգٽϸߵNCҵ°꼯ȷϣ̲ݺӹ˾°궩״ơ

ǹ1H2010˾Ʒߺͬپ͡Ŀǰ۾°̽׿ԲжϹ˾°ͬԽнϸ١Ϊ˾ȫӪٴﵽ25~30%ǺԤڡ

ӯ½ԭûйƱͶ桢Ͷӹ˾ҵѡ˾ڿ۷Ǻͬȴ½Ҫԭһ˾ȥͬڳ۱йƱʵ2.67Ԫûи棻ͶӴ󡣹˾ȥ°16ҷֹ˾Ļϣϰ30ҷֹ˾ͬʱ˾ȥ°Ƹǧ˵ĻϣϰӽǧˣNCҵӯTϵУӯӼ°ꣻ̲ݡӹ˾ҵʵͣӯ˾ۺëΪ87.8%ͬ4.7%ʵʩȷήëʣǹƱëߵҪԭǵëʵķҵͲƷҵ½

Ӳݿ˾ۺëԼΪ87.5%ͬԼ3ٷֵ㣬ӶëͬԼ22.9%Ӫ١Ȼ˾۷ú͹ͬȷֱ37.5%26.5%úϼͬԼ32.8%ë٣¹˾ҵ»˾ڼøҪԭԱнͬȴԼ47%Ӷ1.67(ϰɱͬԼ1.98)㣬˾ϰнijɱÿ֧10%ǵ˾2H091H10ˣͬȽǶȣǹƹ˾°ȫķٽ½

ʴֽ˾1H2010ӪֽԼΪ2.56ڣͬ½Լ1.4ڣҪԭǹ֧ӡ˾ĩӦ˿ڳƽӯûԽ͡

ά""ڸߵķټ裬ǵ͹˾2010~2012EPSԤڷֱ0.49Ԫ0.71Ԫ1.01ǵӯԤѾ˲ʲԤڡ˾ӯҪɼӴͶ£ҵչھö̽׷ղ󣬹˾°궩ƽΪֹۡͬʱ˾ȥ°ԼϰĴͶδȽֳЧˣ˾ʵҵԴгֵ׼2010תƵ2011꣬Ԥڣ352011PEԤ⹫˾6ĿΪ24.65ԪӳڽǶά""˾бܻᶯҡͶģǽڸͼλ䡣֤ͨȯ

̩ӣ002312δ Ȩٱ

˾Ϊߣһҵδ֣б꽨дҵ˶Ȩ

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ͷӭ бҵ

˾ǹȵĽڵӲƷṩ̣רעڽڵ豸ϵͳзۺͷͬʱ˾Ҳǹ϶ƷҵӵмϢϵͳɡƷȫơװάʡĿǰƷҪӻصϵͳATMϵͳֻ簲ϵͳϢ̶ȽһߣҴҶԽڰȫĹעߣڰ֧һߣ˾δӪҵֿ߻Ͽҵ"ʮ"滮׳̨ǹҵĴ¼гŻ߿ãԤ"ʮ"滮ڶҵ˰ŻߣӴȷ֡˾Ϊߣȡ35ר112Ȩ36ƷǼ֤飬չڷҵδ̨߳

91գ˾ѱȷΪ2010ȵӻصѡӦ̡˾ʾ˴ѡ2010ȫеӻصӦ̣Թ˾ҵһӰ졣˽⣬ڱνе38ʡмбУ˾б32ɼеӻصϵͳļжԽԣ˾ҵеͷλǿгռȲ08깫˾бйеӻصĿ26Ԫ㣬˾˴бĿ32Ϊ˾Լ1.2Ԫ

չҵ ɳ¶

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гϣùͨ̽СҵϺã09ʵʩ10ת103ķ䷽ɳԽϸߡ"ʮ"滮̨ڼΪܻҵùδǰܵʽ׷һ顣ڸùǷƫСͨƽ̨ƺȻܻ۷Ŵƶٱصע֤ʣ

ͼ(300036)GISƽ̨

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GIS Ӧÿƽ̨ҵӦýǹ˾Ҫ㡣˾GIS ҵδչǰӦõȺ͹ȽΪȵĻƽ̨ṩ̣˾Ӧÿƽ̨ӦгмƺЭͬЧӦGIS Ӧҵռ䱻򿪣δ˾ҪڣGIS Ӧչƽ̨ƽ̨ļҵӦš

ռGIS ҵλżߡ˾յGIS ƽ̨ƷżߣƷڽϳԹ˾ijзкܸߵҪгжȸߡƽ̨ƷGIS ҵоΣ£λͬʱ¼IJ뽫ǿ˾ľơ

˾ԴͶڣóDZ˾ϼӴƷгȣзռȲΪ⽫ڹ˾гռʣΪ˾һṩʵĻ

˾гͶʼֵ˾GIS ƽ̨ڲǿּơӦõĴչǹ˾δһҪսԷ

GIS ҵľ޴չDZԼ˾Ʒƽ̨ʹǿù˾δĸ߳ɳԡ ޣ

˳ũҵ(000860)ҵԤ Ƽ

Ԥƹ˾20102011EPSΪ0.75Ԫ1.14Ԫ,ͬ104.01%52.61%,ӦPEΪ24.68X16.17X̼۽۸12.3%,,ͷҵǿ,άֹ˾ƼͶ֤ȯ Ƽ

߿ƣ300087Ʒƹռ޴

ͶҪ㣺

¡6326ƷȨ ݡʡϷмԺµ顷(2010ֵ00030)ʾ6326ӽˮƷѽȫ˾ϣƷȨںϷǿСϷǿں͹˾¡ӹ˾ʱѳŵںʹ˾ȡþӪ֤ӵе6326ƷȨʹ˾ڽתøʹ˾

Ĵ󻨵֮һġ63262011꿪ʼҵ 63262007ͨ󣬸Ʒ־Ȳ߲߿ӦԹ㡢ص㣬С̩׵ƷʣӽIJ6326һֱȶʹӽձҲάһĶ650ijɼ֮⣬6326ʸߴ65.5%ʸߣ׼ӹҵ͹ũϿɶȺܸߣгһֱڹӦ״ҲıֳΪϵӽˮĴƷ֮һ6326ӵõĿڱгϿɶȣ¡ҪٽƷֵƹ׶ΣԤƹ˾2011꿪ʼֲгƹ㡣ۺϿ6326ƹΪ2011/2012깫˾ƹΪ200Ķң40Ԫ/Ľۼ㣬6326ƷֵӪҵΪ8000Ԫ׾Ϊ3200Ԫҡ

6326δƹռ޴ ũ2011꽫һ֣20136ǰֹͣۡǰϷǿ͵ũɵ򲢲صΪũ2011ֲۼӰ﹫˾гΪ˾ƹ춨ƷֹԽϺãֲĿǰƷҪгպͺдھ޴ռ䣬ϡֲʡݣδйģ۲֣гDZ޴

ϵӯԤ ǵ6326ǰҵϵ˾ӯԤ⡣

Ԥƹ˾10-12깫˾ӪҵֱΪ1.91Ԫ3.47Ԫ6.78ԪֱΪ0.39Ԫ0.88Ԫ1.94ԪӦEPSֱΪ0.74Ԫ1.54Ԫ3.04Ԫάֹ˾롱֤ȯ

Ǻҵ(002041)ľͻ ҵٻԤ

άӯԤ""˾Ԥ1-9¾ͬ150-180%Ϊֻӳãﵽ350ϣƷ(335)Ʒ֡ڣȫҵԤڣҵ̨߳Թ˾չɵҲԤڡάֵǺҵ(10/11/12EPS1.3/2.00/2.7Ԫ10/11/12PE48/31/23롱)ҵԤ⣬Ŀ80Ԫ֤ȯ ëࣩ

ҵ(000713)רעҵչ Ƽ

Ͷ㣺

ҵҵ񺭸ӡũϼӹزƵεȡӺũռΪ70%,ҵ30%ڷӪҵ,ز,2010׳30%,Ƶο

2010 ȫ,زҵ׾Լ3000 2010˾ȫ˳زҵ

ҵչȽ,Ͽ졣Ʒֿ20,ǹڵƹƷ֡˾ƹΪɹ,20%ϡԤҵֽܱϿ,˾Ʒֶ⹺,г,ëʲߡ

˾ӽҪֲڰպ,ϵΪ,ȶ2010 ,۸ƽ15%,Ԥƹ˾ӽҵܱȶС

ũƷҪdzݼ୺鼰ϵм,ũҵƼũҵռϴ,ĿȲ,Ԥ20%ҡ

ǶԸϸҵԤ,˾ҵ20-30%,ũ20%,ȶ˳زҵ,2011 ҵ½

Ԥ⹫˾2010 ꡢ2011 ÿΪ0.36 Ԫ0.34Ԫ,ӯΪ38 40 ˾ƻ4200 ,,̯ÿΪ0.31 Ԫ0.30 ԪƼ֤ȯ Ӵ٣