Ϊʲôûȯ

Ϊʲôûȯ

СȯȯԴ٣Ҵọ̇ȯԴ࣬ʻ

Ӷ15.6%

ʱۣܾ
Ŀ ˵
ƱӶ ֮1 Ӷ
5.6% ʡǮ׬Ż
Ȩ 1.8һ 1.6ijɱ

ֻҪֽƣ׬ܸǾӶ

ѯӣʡǮ

QQ135-5384-956
΢źŻɨάӺѯ


ɨһɨ΢ѯ

µĸӶ

     2011100ʽ𣬼Ͽȯϼ150200ʲףÿؽ׶ƽ200 Ӷǧ1ÿ칱Ӷ2000Ԫһ250գ һӶ50,250Ӷﻹû8.35%ĸʣӶһ򱾽˵̫
     ּ鲻ãԭȯ̵ӶãͬʱȯҲûз񣬸ûʾʸ߷ͷϸ룬ȯ˸ߵӶֵǮ
     ԲѰҵҸӶ𳬵͵ȯңʡǮϾ׬ǮףʡԼġ


оϢƼռ磬ϢοͶзգҪ

֤ȯ,豸ҵ:Ӣŷżƻ ܳбͷʵ


    ع
    ֹ713,201876,ָ֤300ֱ3.06%3.79%Դ﮵ء豸硢˵ֱ2.00%5.19%1.87%0.67%2.81%0.78%ǹƼ(+40.7%)ݿƼ(+31.8%)ƹɷ(+29.0%)*ST(+22.2%)ƴ(+20.2%)
    Դ:Ӣŷżƻ,ܳбͷʵ
    Ӣŷ֮·ƻ,ƻ2040³Чʵ0ŷ,ֹͣ۴ͳͳͲͳбҵ,Ȼڼ۸ͨ,ʵӯѹ,CATLԲͷ˾ǿ,۷30-40%ٸڡ6װ,ҵжȼ,ǿߺǿͨΪ,һҲ,·ҵעˮ,Ȱ龰ȼǰڵᶨ﮵,صƼʱ,߶˹Ӧ:ɼɼɷݡ귢ɷݡƼȵ(ϻе),ͬʱע﮵ҵ:˳γܡ
    :ҵͼ۸ȶ
    ϰྦྷ,Ŀ,֧,Ӧڼ۸,ྦྷƬ,۸һ·µ,ྦྷƬǰ˦ͼ۸񼱵,ֵ531֮۸񼱵,Ŀǰྦྷ۲,ྦྷƬƶ͹,Ӧͼ۸ȡҵھһµ۸,Ŀǰȶ״̬,ΪԹ͹۴,۸񾭹µ,̼󡣺гڹ۸ȶ׶κ,ֹͣ,ʼͷ󡣶Ӧķ,עгֲַƽҵ,簢˹ԴȺءͷȡ
    :ȫ緢չͷǿ,й
    711,ʿԴ𷢲Դͳ2018,ʾ2017ȫװģΪ46059MW,й2017װΪ15078MW,Լռȫװݶ43%,ȫг֤ߵȴѱ,йװȫг,֤װת߼,ƽۻ̿ƽ,ҵһǿ,÷ůķǼƼڵԤڽ׶εĹڷͷҵ˳(ȫͲҵ,糡ҵȶֽ),עͷƼ
    ʾ:Դƹ㲻Ԥڷ;Դּ֧ŲԤڷա

֤ȯʱ,ǵ(002594):ǰȾ15.27 ͬ»45%




    e˾Ѷǵ(002594)1029¶ǰʵӪ889.81Ԫͬ20.35%ʵ־15.27Ԫͬ»45.3%ÿ0.49Ԫ

Ϊʲôûȯ

֤ʱ,(300386):𸣴Ʒ С




    e˾Ѷ(300386)13ڻƽ̨ظͶʱƣ˾ӵ𸣴26.77%ĹȨ𸣴ƷС
    

֤ȯʱ,ƴѶ(002230):2019ںļն10




    ֤ȯʱe˾Ѷ422գƴѶٿ2019ȼ2020һҵ˵ᡣƴѶɶؽνܣƴѶɵIJƷս·ǣ졢ƷءģӦáƴѶɼԴͷ£2019ںļն10ڡƴѶƶƷģӦãӪƽ̨2019ëԪ13

֤ȯΪʲôûȯ

֤ȯ,ҵܱ:""ճɶ עũ


    ܱ۵:ճɶ,עũ1)ҵʮͳѽӽβ,ܲƷ۸λѹɰӰ,δ,ֻƷ۸ǴӸλһ·µµ֮,гΪ,ɽΪ嵭ũũƷ۸Դ۸,˺ͳɱнǿ֧š濴,ũҩȾҵ,껷ѹ֮,ũҩҵģԼ·ȷ,˳Чעũϸͷҵ,ر:ѧɷݡ2)л:лƷ۸,ɽ³DMCˮֻ۸27000Ԫ/֡Ҷⱨڸλ,ʵʳɽĴ󵥿ͻͬ۷Ƚϴ󡣴ͳл۸񲻶»跽,ǰл۸Ƿ̫,½ҵɱظ,,ԼֿԲƷij,»跽,óսӰҵ,Ҽ۸»ͨ򿪺,г̬,ƺ󡣳ڿ,л۸ҵεĽչβƷԻص,ҵů,ر:豦Ƽ
    г:ܻ300ָµ1.13%,Ʒǽָµ5.14%,29ҵ25λҵڲ,ڡӡȾѧƷڰС,׻۰񱬰ǰǷǰй˾ֱΪ:ͬɷ(32.93%)ݴй(17.22%)(12.81%);ǰй˾ֱΪ:Ӣ(-29.07%)Ƽ(-27.05%)ɷ(-24.36%)
    ҵ̬9·ݻѧԭϺƷҵֵ5.0%(л);úȻҵ֧(л);ϸ԰(л);BattelleӢʵҹģ,չũƼҵ(ũ);9йڻ238.5֡50.5(ũ)
    ˾̬:ɷ(002391):˾1-9ʵӪҵ22.88Ԫ,ͬ49.54%;й˾ɶľ2.54Ԫ,ͬ54.9%;˾ÿΪ0.71Ԫũҩҵг߾,˾ƷгԼתծļͶĿͶ,˾ҵԤƹ˾2018ȫ꾻Ϊ2.96Ԫ-3.65Ԫ,ͬ30%-60%
    ʾ:۾óԤڲ;߷;󲻼Ԥڷա

֤ȯΪʲôûȯ

й֤ȯ,ҵ ƫ Ȳ·


827̣Ŀǰ2048й˾¶˰걨Ű걨¶ӽβ籣ʡQFIIҪֹ𽥸ˮ档زֹɼؽڼز˾籣ƫQFIIڼشѵͬʱˮڹɡֵעǣͬáܴɽúʵȹ˾ԡ
籣ҵ
Ŀǰ籣𹲼Ƴ380й˾ʮͨɶС
籣زֹɿнͨ107.8Ԫλеһֵעǣͨйɶȫ籣»Ȳδ֣ڶйµأֵˮ8.26ԪҽơҽҩAϽҵȳA̩й˵硢ϰҩϾλ忴ڡҽҽҩزҵȻ籣زֹ˾
ȣ籣½157ҹ˾ʮͨɶСУй˵硢̩һعйʯܵģǰģ1ڹɡй˵ȱ籣»תֶ3.77ڹɣһλĴͨɹɶλá
⣬Aȱ籣Ӳ8510ɣֹģǰɽúʡɷݵҵ˾ַܵ棬ܷ硢ܴȳǡͬõȱ籣ֹģǰ
ʼٽڵزͶ
ͳʾʹ207й˾ǰʮͨɶСֵֹ棬й١ƽСССزйƽϰҩA֤ȯͬõȹ˾ʳֵֹǰһȣʳֵֹǰʮλҵгҽҩҵʶȲδӲҽҩҵҪڶг󣬵ҽҩɷãֵֵλ
ȣʽ½66ҹ˾ǰʮͨɶйƽͨɷݡйʯ½˾ģǰУͨʽйƽ2ڹɡЩ˾ҵֲ๫˾ûܵʹ졢ú̿ʵҵ϶ࡣ
Ӳƽ⣬ʶȵͶʷ򣬼˶Խڹɺ͵زɵͶʣӴ˶սҵԼڸҵ롣йʯǹ硢ɷݡ˳;޻ɷݶֹģ1000ɡ
ַ棬ʼֻ2903ɣӦֵԼ4.18ԪֹɷǰּϺй--˷ֺȻй˾1283ɣλĴͨɹɶ⣬ظ֡ͨźɽúʵȹ˾ֹɷǰ
QFIIעͳҵͷ
ݺ֤ͨȯ㣬7µףʳAֵͨռȫAֵͨ6%Ŀǰ172ҹ˾ǰʮͨɶгQFIIӰ忴QFIIڶȳּӲ̬ƣӲ2932.18ɡ
ȣQFIIѡ˼·仯ȻƫѣڻԺתĴ↑ʼСӲ֡걨ʾQFIIλж¹ɴ¹ɵǰʮͨɹɶ
ʾ23й˾QFIIռͨɱ5%Уͨɱﵽ15.37%λеһϾСɿƵʱСҽͨɹɷݱ10%
ֵֹ棬QFIIйę́2ҹ˾ֵԪ⣬ϾСӡҽҩȹ˾QFIIֵֹǰʾйԼͳѹȻQFIIϲĹƱ
ȣQFII½63ҹ˾ǰʮͨɶйʯ߿ڡơơˮȹ˾QFII롣Щ˾ҵֲQFIIȷ仯ԣڻԸƵĴͳҵͷɸӹעӰ걨ݿҵڹĸͻӣϵԸƣĿǰҵٸߴ108.75%ҵٽڸҵóҵ
ַ棬ϾСܴٵ6ҹ˾ȱQFII1000ɡдýɿƵȹ˾QFII롣Ͼдɶж3.13ڹɣͨɱĿǰﵽ14.87%ҵʿָϾеծȯҵɫԡϢ͡вʲĻ£һֱҵ˻ùɶ֡

15ô15ô15ô600ȯ5.6600ȯ5.6600ȯ5.6ôʽ˺ôʽ˺ôʽ˺60Ͷ60Ͷ60Ͷ666ǻ۹ǻ۹ǻ۹ƴ֪ʶƴ֪ʶƴ֪ʶӶӶӶԼȯȯԼȯȯԼȯȯ50Ͷ50Ͷ50Ͷ2021202120214000ȯ5.44000ȯ5.44000ȯ5.4۹ɽ̫۹ɽ̫۹ɽ̫100100ƽ100100ƽ100100ƽȯϢ㷽ȯϢ㷽ȯϢ㷽1000ȯͶ1000ȯͶ1000ȯͶȯȯȯӶӶӶ6000ȯ5.46000ȯ5.46000ȯ5.4202120212021ƷתƷתƷת3000ȯ5.43000ȯ5.43000ȯ5.4ڻӶڻӶڻӶƱƱƱͷβͷβͷβδɽǷϢδɽǷϢδɽǷϢʶʶʶŻŻŻ202020202020ȯȯȯͶͶͶ400Ͷ400Ͷ400Ͷֵֵֵ200Ͷ200Ͷ200ͶƱͶǮƱͶǮƱͶǮ700ȯ5.6700ȯ5.6700ȯ5.6ȯϢϢȯϢϢȯϢϢ֤ȯϷշѱ׼֤ȯϷշѱ׼֤ȯϷշѱ׼ʲô˼ʲô˼ʲô˼100ȯ5.6100ȯ5.6100ȯ5.6ȯȯȯ2020Ӷ2020Ӷ2020ӶֻӶֻӶֻӶʽʽʽ5.885.885.88ϿϿϿƴ忪ƴ忪ƴ忪

֤ȯ,ܱ201820:"ĸ"Ժɹ ľֲ


    ع:Źָǵ-0.95%,,λ29һǵ26λҵ,վװµ,ǵֱΪ-1.04%-0.99%-1.43%-0.82%
    ĸԺ,۲Գɹ:518ձ,5ս,ҹڶҺĸ״γ,1812ʱش촬ͷ13տʼ,豸õһ,ﵽԤĿġҹĸƵ,ȫҹ,ƺ,Ҳ־ҹѾ˽ͺĸ,Լ͵ĺĸΪ:һҹִڳѲ󽢻չ,λӻǿ,ֱ֧Ŵҵķչ,г,Ͷʻ;ȫҹзĺĸԺɹ,˵ҹзϳˮƽ,װ̶Ԥƽ,ظĵг׷;ȫ򴬲ҵ2016괥ů,ӭµĻ,ҵԡƼעҵı:ддƼйع,Լ:й
    վ-6Kս״ɳ˵,ʵս:վٷ΢"վ"518շϢ,վձijʦ֯-6KȶͶܺը,ϲչѵ,"ȫ򵽴ȫʱͻȫλ"ʵ"һ塢汸"սĿ,վȫսִսԾרʾ,ըϲչѵ,ӦԺϷְȫвʵս,ս̱,ΪҹάȨ,I͹Ȩṩ˼ʵı֤Ϊ:һȫƵIJȶ̼ҹ߾֧װɹ,ҾװĹؼʱ,ĺתͲ١ֽĸƽȷʵ;սװ,հ齫ܵijע,ҹҲӹװϢ,زҵͶʻ֡Ƽעɻҵ:кɻкɡк硢кԼ׼ı:ɷݡбĴӡƼ
    ͳջϰƽϯʹԺ:»绪ʢ517յ,ͳ17ڰ׹Բΰ칫һϰƽϯʹйξίԱԺȫ澭öԻзǣͷס˫óϵ뽻ױʾ,зԸһŬ,ƽȻƴͽ˫еľó,ȷóΪϵѹʯƽձʾ,ϣŶӹͬŬ,˫óϵдڵ,ӦصԴҵǿóͶʺ,ũƷó׺г׼,ǿ֪ʶȨ,Ϊʵ档Ϊ:һǴ֮ǰóĦһ,DzŸͨ,ٵзʢٴ,ó׳ͻĵֲ,ĵìȻûиı,Զǹʹϵе;ͨѶ¼ӭشת,Ԥʾóսʼ""׶ε""׶,̬Ƶõ,гѾճͻڶͶеӰ,ֻص,Ϲֵͻ,м̱,ڽһʵײ,þҵĶȱ,Ͳ,Ƽֵͳɳ汸к硢кӡš
    Ͷʽ:ܾµ,ֶڻ,潫áҹִԸߵı׼,ǽصעҵ:ддƼйع,Լ:йййת,ǿ,齫ܵijע,δӭȼٷչ,ƼעȾ׼ı:ɷݡбĴӡƼҾװͨûϵлϻĿǰȫ,ҹߴ̼,гdzͶ:һ,ڹװı,ǿ()Զ󺣾(йعеͨ)սԿվ(кɡֱɷݡк硢к)ڶ,оƺͻĵı,硢ɷ,ƼĴӡ,Ƚֵϵ͵ξ,̩硢Ƽ,йɷݡ
    ʾ:װװȲԤ;ȲԤ;Ʒɹ̲Ԥ;ϵͳԷա

֤ȯʱ,*ST(002323)پ⽻ ܲе⳥




  730գ*ST(002323)"һ"ͣǹ˾17ͣҹ˾鷳²ֹڴˣܻΪ⳥⵽Ͷߵļַ
  귣״
  725գгעĶ*STϢ¶ΥΥһϾмԺ״οͥ
  201794գ⽻м߻֤ʵ*STͨ鹹⹤ĿֶΣӪҵ󣬲αͻ˹̹Ҫź֤Ὣ永˾ʽ
  ⽻ٰЩ˼顣
  20158£Űسɹ""2015걨У˾ȫӹ˾ɽŰͻ˹̹׶̽޹˾ǩľ̹̽蹤ʩͬͬܽ3250ԪԼ2.12Ԫң
  º֤ĵ飬ʳ2Ԫռܶ21.8%"Ŀ"ʵ""Ա֣Ļؿ԰ͻ˹̹棬ŰֻαʩֳƬԵһijڵͻ˹̹Ϸ
  201874Űطڹ˾ӷﰸй֤͹صĹ桷ƹ˾ӹΥ¶¶ҪϢй֤ѽð͹ء75ҹʽŰصǿлƣ˾Ʊڱֹͣеķա
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  ٰȻἤŭͶߡ2018721գСɶ߹˾ٳξװ25𡣹ʾŰǣСɶ600ˣܽ2000Ԫͬʱѯ׼ϵͶڲ
  ݼ֤ȯҵʦѯŰعԲμʱΪ20163252017512֮벢201747ջ2017512ճŰعƱͶߣɲμ⡣
  ܲе⳥
  ֤ȯʱ˽⣬725ͥʱԭʦ׼ʱͥԺͶʸʧŰϢ¶Υ֮ϵȷ齹㣬չ˾ķͲ
  ϤͥУ󷨹ѯԭ˫ǷɶԱе⣬*STȷ˾Ӧе⸶κ񣬲ͬ⳥Ҳ⡣
  ⰸϺжʦʦܼ߲ɷʱʾŰΪϢ¶ΥΥ˶֤͹׷Σ֤թСشϢ¶ΥΪɾŰǿСֹҲŰأŰӦеΡ
  ֵһǣΪ˴ٰ20171217գ*STض³½ڹ˾Ϸһ⡶Űض³½ĹǸšĴŵеһȷ¶ͶʧĹͶߣŰؼ˾㽫"⳥"ˣʵϸλͶطɡ涨ĺϷȨ档
  ʦΪ½ʱԹ˾³˵Űع˾ٷվ϶ͶߺǰŵзЧȻͥ*STؾܾһ⳥͵ı֮ǰ⳥ŵۣΥŵ
  гϣ201746֤ŰŰصĹɼ۴17.71Ԫ2.09Ԫ90%

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