ΪʲôȯԴô

ΪʲôȯԴô

ȯԴĴọ̇ȯʶ

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,˸ҽҩ(600079)2017걨:ҵԤ ʻȲƽ


    ж
    󲨶Ӫҵȶ
    ĸ»11.98%չEpicPharmaط0.82ڼ뾭棻۷Ǿ58.60%1.63ԪǾ棻޳Ӱ죬ĸ۷Ǿͬ8.53%16.15%Ӫҵ棬˲˸ǿҩƹȣӪ11.57ڣͬ22%½άҩӪ1.75ڣнҵ0.77ڣͬ48%ҽƼӴ³ȣӪաΪ5.28ڡ1.16ڣͬ14.38%11.67%
    
    ۷29.88%16.13%ȥͬ1.22ppӪģ󼰲ΧӣǷϸߣϵڼϢծ¡˾Ӵзȣз3.24ڣͬ52.75%
    Чз뺣гʲṹڳڷչ
    1зȶBTKƼǶϿ-EGFRŵޡ߼ͽҵȡٴ-6-ٴ2ʻȲʩУӰ綡ANDAFDA׼տEpicPharmaӪ1.31ڡ3.62ڣӰ綡ƹУRiteDoseչȫгȷIJ֣3ŻʲṹЧʲԭ80%Ͽŵ100%ȨͶԼ21ڡ3.5ڣԤƹ׾Լ15.7ڡ2.6ڡ
    ӯԤͶʽ
    ͨӴ³Ӫ裬˾ӪҵȶͨЧʲӪЧʣзͺⲼҲչ˳Ԥ17-19EPS2.040.951.20ԪӦPEΪ9X20X15X״θǣ衰Ƽ
    ġʾ
    ҩƷ۷գз̲Ԥڣʲա
    

,2019-01-30֤



ĬƼ(300084):Ԥ2018꾻ͬ4
    ֤APPѶ(ߺ)130,ĬƼ(300084)ҵԤ,˾Ԥ2018ʵֹй˾ɶľ6700Ԫ-7200Ԫ,2017꾻1288.37Ԫ,ͬ420.04%-458.85%
    ڱҵ,ĬƼָҪԭ:һ,˼̹ɷ޹˾2018ȫ빫˾ϲ񱨱Χ,ʹù˾²/Ծ߼طҵͬȴӡһ,2018ҵ,˾ƷطҵʵֽϿ,ͬڴӡ
    ˽,ĬƼΪԶDZ¹̼Żṩ,﹤ҵ豸Զơݽ͡ԼԶͨѶӵзḻʵIJƷ˾ֻת,201812,˾΢(й)޹˾ǩЭ,ʽΪ΢оԺ»㡱ԱλĬƼʾ,Ϊʯ͹ҵһҡ»㡱Աλ,Դõ΢оԺļ,־Ź˾ֻתͼ족Ҫһ
    

ΪʲôȯԴô

ƴ֤ȯ,ɷ(600105)



    ǰȹ˾ҵϴ½2018ǰȣ˾ʵӪ22.43Ԫͬ32.34%ʵֹĸ1.07Ԫͬ½-36.63%ȣ˾ʵӪ8.38Ԫͬ5.94%ĸ0.28Ԫͬ½-25.17% 
    ë½۹˾ҵ2018ǰȣ˾ҵԵˮƽҪԭǹ˾ëͬڵ17.49%͵11.96%ͬ½5.5ٷֵ㣬۾ͬ12.23%5.67%ֲƷǶȣ2018ϰ꣬1˾Ʒëʳ»ͬڵ5.36%0.32%¸ҵӹ˾Ϻͤľ2017ȵ9585Ԫڵ-1498Ԫ2˾⹤ҵëͬڵ54.85%15.01%ֵעǣ˾¼ͨѶ豸ëʵһǣֳǿг 
    5Gг»ԺӡڽһϢѳͷDZָᵽӿƶͨţ5G׼оͲҵƽ2020áӿƽʩͳ﷢չҵչҵҵƽԵʾӪ̼ƻ7Ͷ1800Ԫ5G磬4G1170ԪͶʶ50%ϡ5GӦóԸߴĽһӣ5Gٲǰͻش綼ҪµĹշģ飬25G50G100GԼ200GֱӵƹģԼɹģ鶼ں󡣹˾йͨоҵ֮һδ5G衣 
    ӯԤ⣺Ԥ⹫˾2018-2020EPSֱΪ0.16Ԫ0.19Ԫ0.23ԪӦPEֱ333024"" 
    ʾ1ʱгȲ2Ʒ۸һµԤڷա

֤ȯʱ,̺:45ֻɿԽţֽܷ


    ֤ȯʱдý塰ݱͳƣָ̣֤2550.47㣬ڰ֮£ǵ2.58%AܳɽΪ2725.33ԪĿǰΪֹ45ֻAɼ۸ͻ˰ߣйʽϴĸж¡ͬɷݡѷȣʷֱΪ7.03%6.45%5.86%ỪɷݡʺҩҵеȸɹСովϰߡ
    1019ͻư߸ɹ
    ֤ȯ ֤ȯ ǵ% ջʣ% ߣԪ ¼ۣԪ ʣ%
    200160    10.00           -               0.92         0.99         7.03
    300538 ͬɷ 10.00           26.40           22.94        24.42        6.45
    300559 ѷ 7.28            2.25            34.54        36.56        5.86
    601601 й̫ 8.26            0.59            32.88        34.75        5.69
    300531 ŲѶ   6.81            7.40            15.29        16.16        5.66
    000860 ˳ũҵ 6.07            2.20            37.92        40.04        5.59
    002007  8.59            1.93            33.67        35.39        5.12
    300662  6.49            1.77            22.43        23.48        4.70
    600161 ̳ 5.14            0.82            19.57        20.25        3.49
    300230 ɷ 5.47            3.63            5.23         5.40         3.19
    600305 ˳ҵ 5.64            3.32            9.64         9.92         2.90
    300001    3.01            0.53            12.66        13.01        2.79
    000852 ʯе 3.26            2.74            8.65         8.87         2.51
    603345 ʳƷ 5.35            1.26            36.10        37.01        2.51
    600582 ؿƼ 4.77            0.40            3.85         3.95         2.48
    000429 ٣ 2.50            0.95            7.59         7.78         2.46
    601166 ҵ 3.20            0.39            15.10        15.47        2.45
    600547 ɽƽ 3.83            1.06            24.87        25.48        2.44
    601939  3.71            1.52            6.82         6.98         2.37
    000656 ƹɷ 2.42            0.20            4.96         5.08         2.34
    000659 麣и 3.51            1.92            2.89         2.95         2.24
    300602 ٴ   4.04            4.09            34.52        35.25        2.10
    300253  8.83            5.03            12.93        13.19        2.04
    002916 ϵ· 4.25            4.64            69.18        70.58        2.03
    600000 ַ 1.86            0.14            10.18        10.38        1.96
    300502 ʢ   5.36            4.60            17.36        17.70        1.93
    600688 Ϻʯ 2.77            0.12            5.47         5.57         1.88
    600016  1.98            0.28            6.07         6.18         1.85
    603160 㶥Ƽ 2.26            0.33            73.85        75.00        1.56
    002376 ±   6.22            1.72            16.17        16.40        1.43
    603288 ζҵ 3.50            0.12            71.21        72.15        1.33
    002025  7.32            1.31            24.74        25.06        1.31
    601988 й 2.56            0.09            3.56         3.61         1.30
    601101 껻Դ 1.71            1.32            6.46         6.53         1.06
    002594 ǵ   1.82            1.05            46.58        47.02        0.95
    000709 Ӹֹɷ 2.03            0.53            2.99         3.02         0.89
    601328 ͨ 1.96            0.23            5.66         5.71         0.82
    002142  3.11            0.59            16.77        16.90        0.77
    002032 ղ   4.72            0.31            50.65        51.01        0.71
    600015  3.45            0.32            7.75         7.79         0.53
    600583 ͹ 0.87            0.67            5.77         5.80         0.49
    300651  0.48            1.80            37.78        37.95        0.45
    601398  2.43            0.09            5.46         5.48         0.37
    000650 ʺҩҵ 6.63            3.22            6.58         6.59         0.22
    600615 Ừɷ 4.85            1.16            9.28         9.30         0.18

֤ȯΪʲôȯԴô

̩,۹ɷ(002117)ӡˢҵ ҵ񽫿ƽ


    Ŀ21.8Ԫ״θǸ˾ڴͳӡˢҵӪŻأڼҵ𲽹ݣгݶҵ񲼾ƽгڽ𲽹Ԥ⹫˾2018~2020EPSΪ0.83/1.09/1.41Ԫοɱȹ˾ֵҵҵ2019Լ20PEĿ21.8Ԫ
    ҵС˾ͷҵռ2017ӡˢҵҵģﵽ8090ԪͬٽΪ2.68%ҵչȶ׶ΣҵڲϲϽУģҵӣӡˢҵ½ҵԳִҵС˾ĸ֣ҵͷ˾ģռԽϵ͡
    ͳӡˢҵӪŻأڼҵйơͨӪĽʵгռʵصгݶӣصвʵֶն˿ͻĸ㷺ǣܹ̲Ʒڲɱ˾ȫŷΧϢϵͳʵ־ӪеϢɣȫˮƽЧʡ
    ֵӷƱƱ͵ҵΪгڷչṩ㡣ͳҵг𲽼ңҵޣӳԶչǣҪǰ֡˾ԼǰԴҵȷΪӷƱƱ͵ҵҵɳתĹУΪ˾Ҫ㡣
    ʾͳҵٷŻԭϼ۸񲨶ķ

֤ȯΪʲôȯԴô

̩֤ȯ,·(601006)ڴ1



    20201£վ101.2֣ͬȽ19.6%
    ˾¶ݣ1£ɻ3138֣վ101.2֣ͬ½19.6%Ϊ»ҪΪ12020괺ʱ磬ͬȴڣ2úε糧պġĿǰۿڿѽϵˮƽú̿ȫϢ£߹ϢƱԵͷƫʽԤ2019-2021EPSΪ0.940.890.89ԪĿΪ8.5-8.9Ԫά֡֡
    ڴͷ·
    ڼ乤ҵͣΪú·úĵο2017-2019꣬糧ڴ15죨һԪú̿պȽǰ1µԼ34%ػʵڴ15ĿȽǰ1µԼ11%2020괺ʱ磨2020³һ125գ201925գͬȴڶԴ1иӰ졣ͬʱͷú·ۿڴ䡢糧úһۡΪ֤糧úڴǰ15ȥͬԼ18%ڴ15ڼ併Լ7%
    ۿڿѽϵλãر
    ǰε糧ԴպúԼúͷŵԤ£ټǰڿۻϸߣ½ǰҵȥ״̬27գػʵۿú̿ѽ390֣ظ2017-2019ͿΪ426ܴ֡ڼ·ú½õͬʱ͵Ӱ죬糧汣ƽȡ2020괺ʱ硢ۿڿ潵͵㡢ҵӿȣԪں󸴹ú̿
    չ2020ȫ꣬Ԥ·ӰС
    ·ĻҪΪú̿ʯȴƷ䲨Ҫԭϵءǵʱ·ӰС200220032004꣬ȫ·ͬ4.6%6.5%9.0%УSARSν׶Σ20034-6£·ͬ7.7%SARSһڣ7-9£·ͬ8.1%չ2020ȫ꣬Ԥƣһ·ú̿СӰ죻ú󸴹ȵIJ·̬
    ߹Ϣά֡֡
    ӰԼڵı仯Ԥƴ2020-2021Ϊ4.254.35ڶ֣ǰΣ4.314.35ڶ֣Ԥ2019-2021ĸΪ139.5132.4131.8ԪǰΣ139.5134.3131.8Ԫ˾Ϣʽϸߣ߱üֵ2019-2021ϢԤΪ6.4%6.0%6.0%ֺΪ50%˾ʷPEΪ10xǻ9.5-10.0x2020PE䣬Ŀ8.5-8.9Ԫά֡֡
    ʾÿУƼɼ··γɡ

ôʽ˺ôʽ˺ôʽ˺ܷܷܷȯżȯżȯż400ȯ5.6400ȯ5.6400ȯ5.6ͷβͷβͷβ۹ͨ۹ͨ۹ͨ5000ȯ5.45000ȯ5.45000ȯ5.4900Ͷ900Ͷ900ͶԪԪԪɢȯôôɢȯôôɢȯôô۹ɽ̫۹ɽ̫۹ɽ̫100Ѷ100Ѷ100Ѷ666ʧʧʧӶ̫Ӷ̫Ӷ̫ԼȯôԼȯôԼȯôȯȯȯܵܵܵƴ֪ʶƴ֪ʶƴ֪ʶƱƱƱϿӶǶϿӶǶϿӶǶ400Ͷ400Ͷ400ͶɢڵȯɢڵȯɢڵȯȯȯƵҵȯȯƵҵȯȯƵҵ100100ƽ100100ƽ100100ƽδɽǷϢδɽǷϢδɽǷϢ300ȯ5.6300ȯ5.6300ȯ5.6202020202020ƷתƷתƷת2020Ӷ2020Ӷ2020Ӷ̫̫̫700Ͷ700Ͷ700ͶϿϿϿֻӶֻӶֻӶ600ȯ5.6600ȯ5.6600ȯ5.6ȡԪôȡԪôȡԪôϢôϢôϢôӶ׼2020Ӷ׼2020Ӷ׼2020֤ȯϷշѱ׼֤ȯϷշѱ׼֤ȯϷշѱ׼6000ȯ5.46000ȯ5.46000ȯ5.4۹ͨ׷۹ͨ׷۹ͨ׷ͬ˳ͬ˳ͬ˳޷½ͬ˳޷½ͬ˳޷½ͬ˳ƱôշƱôշƱôշ˻˻˻ŻŻŻ80Ͷ80Ͷ80Ͷ800ȯ5.6800ȯ5.6800ȯ5.6ƱԪƱԪƱԪӶԪӶԪӶԪ

ʱ֤ȯ,˳ũҵ(000860)2019걨:ҵԤ Ʒ+"ζ"Ļ"ţ"ȫ




    бҵȽԤ
    ˾2019б2019H1Ӫ84.16Ԫ/+16.36%,ĸ6.48Ԫ/+34.64%У׾ҵӪ66.58Ԫ/+15.31%ռ79%ҵӪ14.31Ԫ/+16.22%ռ17%2019Q2Ӫ36.51Ԫ/+11.99%ĸ2.19Ԫ/+89.94%Ԥ˿49.55Ԫ/+44%Ԥ˿ͬ28%Ԥƹ˾2019-2021ĸֱΪ12.07/15.32/18.48ԪӦEPSֱΪ1.63/2.07/2.49Ԫ˾ţȫƷ+Ļ桰ƿơжά֡ǿƼ
    Ļ+ζĻǿ͹ơţȫ
    ÷ƾ¡ţɽƷ롰ȺĻͬĸ߶ϣֲӪг꣬صͷڱζijԡȾͬһ㣬ꡰζĻ͹ͷƷԶĻ׾ƷƼطƿƵļռҴƶڲŤת
    ƷΪȣţȽƣע߼λβƷ
    ˾д¼׾Ƽ񣬱зͶͬ29.23%Ʒȶԡ2019׾ҵƽṹ塱ӪϵԣڱϸδλβƷ2018깫˾22ʡг۹ԪڳǡǰгԱָжгƷƼжԽϵ͵еͼλΣȫƿơţԼ۱֣ͷƻ򽫼١
    ڼߵͣ
    2019H1˾ë36.82%ͬ2.93pctҪԭϡġ˹õֱӳɱ׾ҵëͬ½3.07pctϰ깫˾Ͷ۷ʺ͹ʷֱΪ10.17%4.78%ֱͬ2.01pct0.76pct7.75%ͬ1.13pctӯˮƽ
    ʾʳƷȫ⡢߼λƷЧԤڵȡ

֤ȯʱ,˼(300479):2019꾻Ԥ80%-100%




    ֤ȯʱe˾Ѷ˼(300479)114¶2019ҵԤ˾Ԥ2019ʵ־1859.00Ԫ-2065.50Ԫͬ80%-100%˾2016ȷ"ʶ֪"սзͶгأѾսԲ֣AIƷƷʵӦóںϣƹ㸴ƽ׶ΣAIƷҵռȴ

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