ԼȯT+0

ԼȯT+0

ԼȯҲȯҪijЩȯȯԤԼԼһھһ,ͨȯȯ50ʲͿ뿪ͨԼȯȨ

Ӷ15.6%ʽ

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

ֻҪֽƣ׬ܸǾӶ

ѯӣʡǮ

QQ4556-31158
΢źŻɨάӺѯ


ɨһɨ΢ѯ

µĸӶ

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


оϢƼռ磬ϢοͶзգҪ

ȫ,ɹ(603896):ҩƬ߽ĿԼ80%




    ȫ624Ѷɹ(603896)һ֤eܣҩƬ߽Ŀ80%ңԤ20205ǰɾʩ豸İװͨռͶ
    ɹӪҵΪƤʯ֥컨ϡҩĵƷѡ̬лࡢҩƼպ²Ʒз

֤ȯ,زܿ:ͷҵ챨Ԥ ֵлЧӦ


    (2018/1/7-2018/1/13)40ص·ϼƳɽ457ƽ,9.9%;1½ۼվɽ63ƽ,12½21.1%,ȥ16.3%Ͼݵȶǵز,Ͼ֣ݡɳ人ȶ߳ϳ̨˲,˲仧͹żԱϺס,ĿǰֳеתгͷŻź,Ϊҵı߼ʷڴ򿪰Ĺֵ컨,ͷӭֵ޸Ŀռ䡣,ͷز̵ؿعɷ17ҵ챨,ֱʵ26%24%,ֵлЧӦڡάְ,Ƽ:1)ͷ:ơز̵ؿع;2):Ҹ߿ڡǽ;3)REITs:αšڽ֡ïɷݵȡ
    ֧Ҫ㡣
    :SWزָ2.92%,300ָ2.08%,Ϊ0.83%,ǿڴ,28ŵ3λɱַ,SWزǵǰ5λķزɷֱΪ:ٰزͨززҸɳӹɷݡ
    ˾̬:̩Ԥ2017깫˾ߴ23.8Ԫ,Ʊո;ȥӪ½6.29%,156.84Ԫ;̵ؿع20173,065,¿2,948ƽ;ïɷнïزعӹ˾60%Ȩ,ù˾»ڵر;Ҹ20171,521.43Ԫ,ͬ26.44%;߿2017ǩԼ1,127.79,ͬ52.54%
    :õڳú߾ҵ;ǿΥزҵߵҵΪ;ϲʵƷع,ָ۸;2017깩Ӧסլõؽ1204ƽ,ͬ78%;ؿ˲沢ʵСⷿ仧;ʵʩ˫ͣ,ΥΥĿͣ衣
    ҵ:40ص·ϼƳɽ457ƽ,9.9%;1½ۼվɽ63ƽ,0½21.1%,ȥ16.3%,һ߳ܳɽֱ𻷱ȱ仯:17.9%11.3%2.9%,Ϲȱ仯ֱΪ:-11.7%29%-6.9%61.4%14صסլ3ƶƽȥΪ4.8,½0.84¡ǰ100صغϼƳɽ滮1,527ƽ,½71%;ۼƳɽ0.15ƽ,ͬ½77.8%

ԼȯT+0

̩֤ȯ,ҵܱʮܣ


    ܹ۵
    91014գָ֤µ0.76%žָµ0.12%ǷǰɷֱΪͨɷݣ20.93%󺽹ɷݣ16.56%ɷݣ11.22%ά8.23%Ĵӣ6.51%ĿǰžָѾ29յ͵㸽wind2018һԤڣPEֵˮƽӽʮµ͡
    ҵ۵
    սװҵעһкɡֱɷݡкɻҵк硢к⡢к硢ȡںϷ棬ע⵼ӡߵº⡢¿Ƽ硢ɷݵȣĸィעĴӡƼ쳿⡢춯Ƽȡ
    ҵƼ˾˾̬
    Ƿ˺״θȱ棬Ϊ˾ǹںշҵͷʵڹƵλװװ˾ҵٳɳҪ򺽿շռʾԤڡĸȲԤڷա

ʱ֤ȯ,2018еҵܱ6µ2:豸ҵӭٷչ ²Ŀ¼Դ


    Ƚ켼֮ȼϵ:Դڲʽȼϵ·,ȼϵ߱ܶȸߡԶ졢ȾơԴվϢ,2017йȼϵͻǧ,ʾӪȼϵ200,ȫΧڽɼվ8
    ﮵豸:˹¶һ칤Dreadnoughtļƻ,ڹӦ,Ϊ˹Ϻù﮵زҵͷҵ66,ŲµԴĿ¼,612ֹ2017120184IJĿ¼20185͵6Ŀ¼ۼƳͳ2300,ΪںԴṩõۻƼ:ƺɷ;:ȵܡ̩
    :2017ҹAGVгģ28.5Ԫ,ͬ50%šʱҵƽ豸˼Źֺ֧͹㲿ͻ,Ϊ˹̽ӿ,߶˹ҵ,3Cҵ硢Ϊ˷չṩܴгռ䡣Ƽ:˹١Ϻ硢ɷ;:ˡ硣
    ͷ豸:ԭͳ¸,һռ޵ԭгݶΪԭͲӺOPECԱ˹ܵļʽ,ʹȫԭά65-75Ԫ/Ͱ۸,ͼӯٽʱ֧:ɷݡ͹̡
    ̻е:CCMA,20185ھ19313̨ͬ71.3%,20181-5ھ105935̨ͬ60.2%ܵز̡豸»ԼڵصӰ,̻еҵůҵƽ2019ꡣǿȫʲծ޸֮ҵ,Լ㲿ҵһֹ̻емʵֽƼ:ϾܡҺѹ;:һع
    ú̿е:ֹ68նúڻ̼(ԾԼ)639Ԫ/֡4Ѯۼ14.8%2018ػʵ5500(ɽ)վ۴ﵽ604Ԫ/,2013592Ԫ/֡Ԥ2018ú̿ҵܶԽ,ú豸ͶԸǿƼ:ؿƼ֣ú
    ҵרⱨ:⡱δʧ⼼豸ӦúͶԴͳӹ,2010-2017й豸г26%,йҵչԤ2018ڼ豸600ڡٳ20%,йŷպ֮롰⡱ӹʱٽ۸½,նûͼ豸ҵʵ˫Ӯ,ټ豸ӦáҵƾԼ۱ƿгг,豸̺ͼͷ˾,ʧƼ:ɷ;:Ƽ弤⡢Ƽ⡣
    ʾ:ڹ̶ʲͶʷŻ,صԤڡ

Ϻ֤ȯԼȯT+0

֤ȯ,е豸ҵܱ:ȹעǼԤ֧ŵĹ̻еͷ


    ÿܹ۵
    ޳¹ɺ,ܻеҪǿ»(13.36%),Ƿιɷ(-25.04%),ǰгɽή,ȿʼŴ,ֵơ
    СֵƱ,ҵɼ,гƫԱȽϵ,гתȴӰȫ߼ʵĽǶΪעҵϺùֵϵ͵ľȫҵͷ,ȹעǼԤ֧ŵĹ̻еɰ,ǰǷĹ˾ʵرܡص㲼ֵսȽҵ(﮵Ͱ뵼)ܻذ(IJִṤͷ֯װ)ʵԽصע
    עر:һع(600031)м(000039)йг(601766)Ϻ(601727)(603111)Һѹ(601100)ɷ(002430)֣ú(601717)ɷ(002353)ʢ(300316)ɷ(002009)ķ(603339)˹(002747)(300486);ǿƼ(002444)
    г
    ָ֤µ2.70%,ܻ300µ2.51%,Сµ6.13%,ҵµ8.47%,֤10008.05%,е豸ҵָµ7.75%,ҵǷ24/28,ָ֤5.10ٷֵ㡣
    ܻе豸,ǷǰĸΪ⾫ܡϼνݡ»²ǷֱΪ61.10%27.64%21.08%12.36%5.75%ǰĸΪιɷݡоװͺ²,ֱΪ25.04%24.73%24.70%24.05%22.76%
    ҵ̬
    1.̻еҵƻů,2017ҪҵӪվִ(̻е);2.ͨӪ̽638(йػе);3.ȷʼ˵վ(й˵Ϣ);4.,500ƽ(߹)
    ˾
    Դе(002529):ҵԤ档ǰҵԤ,˾Ԥ2017ʵֹĸ2,350Ԫ-3,350Ԫ;ԤΪ600Ԫ-2,350Ԫԭϼ۸񲨶ƷʱƳ,ʹñھӪҵԤ½
    ʾ
    ҵƶִеԤ;г仯еҵֵ;ɱдӯ½ѹ;°ϵͳա

Ϻ֤ȯԼȯT+0

֤ȯձ,ׯ԰(002910)ǰʵӪ6.06Ԫ ͬ30.28%



    1024䣬ׯ԰ǰȱƣ˾1·9·ʵӪҵ6.06Ԫͬ30.28%ʵֹй˾ɶľ3814.79Ԫͬ3.16%ʵֹй˾ɶĿ۳Ǿľ3619.59Ԫͬ21.56%УʵӪҵ2.09Ԫͬ38%ʵֹй˾ɶľ1145.21Ԫͬ7.50%
    ׯ԰ҪƷͺϵӹۼţֳҵ񣬹˾ҪƷΪ顢顢顢顢ϼƷ
    ˾ʾӪҵҪΪ˾2018°չҵ޹˾ȥͬù˾롣
    ˽⣬ׯ԰ӵжţֳϵ2019ϰĩ˾ӵѽֳ9ڽ֮еֳ1ţ10376ͷţ9210ͷǩԼũţ1166ͷ2019ϰ꣬˾ֳӦ25797֡ׯ԰ʾŹ˾ֳţĸţɣԼ˾δ½ֳ࣬˾ܹøȶʵԴʵҵȫ̰ȫɿء

ƱƱƱӶ̫Ӷ̫Ӷ̫80Ͷ80Ͷ80Ͷʲôȯȯʲôȯȯʲôȯȯ۹ͨ۹ͨ۹ͨƴ忪ƴ忪ƴ忪֤ȯETFӶ֤ȯETFӶ֤ȯETFӶȯƷתȯƷתȯƷתȯȯҵȯȯҵȯȯҵ˰ʽƱ5.4%˰ʽƱ5.4%˰ʽƱ5.4%ʽƱ5.4%ʽƱ5.4%ʽƱ5.4%ȨƽȨƽȨƽǧʽȯ5.2%ǧʽȯ5.2%ǧʽȯ5.2%100Ͷ100Ͷ100ͶȯǿƽֵȯǿƽֵȯǿƽֵƱôշƱôշƱôշתծӶͿԶתծӶͿԶתծӶͿԶ۹ͨӶǶ۹ͨӶǶ۹ͨӶǶԼȯT+0ԼȯT+0ԼȯT+0һǧʽƱ5.2%һǧʽƱ5.2%һǧʽƱ5.2%ּӶּӶּӶӶӶӶ5000Wʽȯ5.2%5000Wʽȯ5.2%5000Wʽȯ5.2%ƱӶ5ԪƱӶ5ԪƱӶ5Ԫȯʲô˼ȯʲô˼ȯʲô˼۹ͨӶ۹ͨӶ۹ͨӶԼȯԼȯԼȯ5000WʽƱ5.2%5000WʽƱ5.2%5000WʽƱ5.2%1000ȯͶ1000ȯͶ1000ȯͶǧӶͶǧӶͶǧӶͶ1ԪѶ1ԪѶ1ԪѶڻӶڻӶڻӶƱ갸Ʊ갸Ʊ갸۹ͨ۹ͨ۹ͨƱȨƱȨƱȨȯʶȯʶȯʶ˰ʽȯ5.4%˰ʽȯ5.4%˰ʽȯ5.4%600ʽƱ5.4%600ʽƱ5.4%600ʽƱ5.4%ǧʽȯ5.2%ǧʽȯ5.2%ǧʽȯ5.2%ԪԪԪһǧʽȯ5.2%һǧʽȯ5.2%һǧʽȯ5.2%ŻŻŻ400ȯ5.6400ȯ5.6400ȯ5.6ȯԼȯҵȯԼȯҵȯԼȯҵֵֵֵ100ȯ5.6100ȯ5.6100ȯ5.6202020202020ƱӶƱӶƱӶ

֤ȯʱ,궫(002056):2018꾻ͬ13% 101.47Ԫ




    ֤ȯʱe˾Ѷ궫(002056)37¶걨˾2018ӪΪ64.89Ԫͬ3%Ϊ6.89Ԫͬ13%˾ÿ10ֽ1.47Ԫ

ȫ,ɷ(300095)2766Ԫع1.236%Ȩ




    ȫ94Ѷɷ(300095)ܶ乫,831,˾ۼƻعɷ468.31,ռ˾ܹɱ1.236%,߳ɽΪ6.21Ԫ/,ͳɽΪ5.46Ԫ/,֧ܽΪ2765.97Ԫ(׷)

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