A. 綺椋熻偂紲ㄩ緳澶磋偂鏈夊摢浜涳紵
綺椋熻偂紲ㄩ緳澶磋偂鏈夊摢浜涳紵
鍐滀駭鍝侀緳澶磋偂鏄鎸囧湪鍐滀笟棰嗗煙涓鍗犳嵁棰嗗厛鍦頒綅涓斿叿鏈夊競鍦哄獎鍝嶅姏鐨勪笂甯傚叕鍙搞傝繖浜涘叕鍙告嫢鏈夊己澶х殑鍐滀笟鐢熶駭銆佸姞宸ュ拰閿鍞鑳藉姏錛岃嚧鍔涗簬鎻愰珮鍐滀駭鍝佺殑璐ㄩ噺鍜屼駭閲忥紝婊¤凍浜轟滑瀵歸熷搧渚涘簲鐨勯渶奼傘備笅闈㈠皬緙栧甫鏉ョ伯椋熻偂紲ㄩ緳澶磋偂鏈夊摢浜涳紝澶у朵竴璧鋒潵鐪嬬湅鍚,甯屾湜鑳藉甫鏉ュ弬鑰冦
綺椋熻偂紲ㄩ緳澶磋偂鏈夊摢浜
綺娌歸緳澶磋偂鏈夛細
1銆侀噾榫欓奔300999錛氱伯娌歸緳澶磋偂錛2021騫寸涓夊ｅ害鏄劇ず錛屽叕鍙稿疄鐜拌惀涓氭敹鍏595浜垮厓錛屽噣鍒╂鼎2.45浜垮厓錛屾瘡鑲℃敹鐩0.1300鍏冿紝甯傜泩鐜47.88銆
鍏鍙告槸鍥藉唴鏈澶х殑鍐滀駭鍝佸拰椋熷搧鍔犲伐浼佷笟涔嬩竴錛屼富钀ヤ笟鍔℃槸鍘ㄦ埧椋熷搧銆侀ゲ鏂欏師鏂欏強娌硅剛縐戞妧浜у搧鐨勭爺鍙戙佺敓浜т笌閿鍞銆
2銆佷含綺鎺ц偂000505錛氳繎7鏃ヤ含綺鎺ц偂鑲′環涓婃定0.14%錛2022騫磋偂浠蜂笅璺-4.71%錛屾渶楂樹環涓7.34鍏冿紝甯傚間負52.49浜垮厓銆
3銆侀挗鐮旂撼鍏300797錛氬湪榪7涓浜ゆ槗鏃ヤ腑錛岄挗鐮旂撼鍏嬫湁5澶╀笅璺岋紝鏈熼棿鏁翠綋涓嬭穼0.62%錛屾渶楂樹環涓16.84鍏冿紝鏈浣庝環涓16.02鍏冦傚拰7涓浜ゆ槗鏃ュ墠鐩告瘮錛岄挗鐮旂撼鍏嬬殑甯傚間笅璺屼簡2482涓囧厓銆
4銆佸搧娓ラ熷搧300892錛氳繎7鏃ュ搧娓ラ熷搧鑲′環涓嬭穼2.16%錛2022騫磋偂浠蜂笅璺-27.9%錛屾渶楂樹環涓34.49鍏冿紝甯傚間負33.3浜垮厓銆
鍗佸ぇ綺椋熼緳澶磋偂
1.鏂板笇鏈(000876);
浜屻佹暒鐓岀嶄笟(600354);
鍖楀ぇ鑽(600598);
鍥涖佷腑綺鐢熷寲(000930);
浜斻佸啘浜у搧(000061);
鍏銆佺櫥嫻風嶄笟(002041);
涓冦佹柊鍐滃紑鍙(600359);
鍏銆佷赴涔愮嶄笟(000713);
涔濄侀殕騫抽珮縐(00098);
閲戝仴綾充笟(600127)
涓囧悜寰峰啘(600371);
鑽ｅ崕瀹炰笟(600311)
13銆佸厠鏄庨潰涓(00261);
浜氱洓闆嗗洟(600108)絳夈
鍐滀駭鍝侀緳澶磋偂鏄浠涔
1銆佸畯杈夋灉钄(603336)錛氬叕鍙稿湪1992騫存垚絝嬶紝騫朵笖鍦2016騫11鏈24鏃ュ湪涓婁氦鎵鎴愬姛鎸傜墝涓婂競錛屽畯杈夋灉钄鏄涓瀹墮泦閲囧悗鏀惰喘銆佺嶆嶇＄悊銆侀勯夊垎綰с佷駭鍦伴勫喎銆佸姞宸ュ寘瑁呫佸喎閾鵑厤閫併佸喎鍐諱粨鍌ㄧ瓑涓轟竴浣撶殑涓撲笟鐨勫啘浜у搧鏈嶅姟鍟嗐
2銆佸偛鍐滅敓鐗(603363)錛氬湪2011騫存垚絝嬶紝鏄涓瀹朵互浜т笟鍖栥佹爣鍑嗗寲銆侀泦綰﹀寲浠ュ強瑙勮寖鍖栦負瀵煎悜鐨勯珮縐戞妧鍐滅墽浼佷笟錛屽偛鍐滅敓鐗╀富瑕佺粡钀ヤ笟鍔″寘鎷浜嗚偛縐嶃佸啘涓氫簰鑱旂綉銆侀ゲ鏂欍佸師鏂欒錘鏄撱佸姩淇濈瓑浜т笟錛屽苟涓斿湪2017騫9鏈堟ｅ紡鍦ㄤ笂浜ゆ墍鎴愬姛鎸傜墝涓婂競銆
3銆佹暒鐓岀嶄笟錛氱敇鑲冪渷鏁︾厡縐嶄笟鑲′喚鏈夐檺鍏鍙告槸涓烘惌寤鴻瀺璧勫鉤鍙幫紝鍔犲揩鍖哄唴浼樺娍浜т笟鍙戝睍鑰屾暣鍚堛侀噸緇勯厭娉夊冨唴鐨勫浗鏈夌嶅瓙鍏鍙稿拰媯夎姳鍏鍙告墍璁劇珛鐨勮偂浠藉埗浼佷笟錛
鍏鍙鎬簬1998騫村簳緇忕渷浜烘皯鏀垮簻鎵瑰噯璁劇珛錛2003騫12鏈29鏃ュ叕寮鍙戣7500涓嘇鑲¤偂紲錛2004騫1鏈15鏃ュ湪涓婃搗璇佸埜浜ゆ槗鎵鎸傜墝涓婂競銆
4銆佺櫥嫻風嶄笟錛氬北涓滅櫥嫻風嶄笟鑲′喚鏈夐檺鍏鍙告槸钁楀悕鐜夌背鑲茬嶅拰鏍藉煿涓撳舵潕鐧繪搗鐮旂┒鍛樹負棣栧壋寤虹殑鍐滀笟楂樼戞妧涓婂競浼佷笟錛屼綅灞呬腑鍥界嶄笟浜斿嶮寮虹涓変綅錛屾槸"鍥藉惰ゅ畾浼佷笟鎶鏈涓蹇"銆"鍥藉剁帀綾沖伐紼嬫妧鏈鐮旂┒涓蹇(灞變笢)"銆"鍥藉剁帀綾蟲柊鍝佺嶆妧鏈鐮旂┒鎺ㄥ箍涓蹇"鍜"鍥藉墮栨壒鍒涙柊鍨嬭瘯鐐逛紒涓"銆
涓夊啘鑲＄エ鏈夊摢浜涢緳澶磋偂
榫欏ご鑲1銆侀殕騫抽珮縐戱細鍏鍙鎬粠浜嬪啘浣滅墿縐嶅瓙銆佺嶈嫍銆
榫欏ご鑲2銆佸ぇ鍖楀啘錛氬叕鍙鎬粠浜嬬暅紱介ゲ鏂欍佸吔鑽鐤鑻椼佺嶇尓涓庝綔鐗╃嶅瓙銆佸啘鑽鍖栬偉鍙婂啘涓氫簰鑱旂綉涓庨噾鋙嶆湇鍔°
榫欏ご鑲3銆佸寳澶ц崚錛氬叕鍙鎬粠浜嬪湡鍦版壙鍖呫佸啘浜у搧銆佸翱緔犱笟鍔°佹埧鍦頒駭銆
榫欏ご鑲4銆佷赴涔愮嶄笟錛氬叕鍙鎬粠浜嬬嶅瓙鍜屽啘鍖栥侀欐枡浜т笟銆
鑲＄エ鍏鋒湁濡備笅鍥涙潯鎬ц川錛氱涓錛岃偂紲ㄦ槸鏈変環璇佸埜錛屽弽鏄犵潃鑲＄エ鐨勬寔鏈変漢瀵瑰叕鍙哥殑鏉冨埄;絎浜岋紝鑲＄エ鏄璇佹潈璇佸埜銆傝偂紲ㄨ〃鐜扮殑鏄鑲′笢鐨勬潈鍒╋紝鍏鍙歌偂紲ㄥ彂鐢熻漿縐繪椂錛屽叕鍙歌偂涓滅殑鏉冪泭涔熷嵆闅忎箣杞縐;絎涓夛紝鑲＄エ鏄瑕佸紡璇佸埜錛岃拌澆鐨勫唴瀹瑰拰浜嬮」搴斿綋絎﹀悎娉曞緥鐨勮勫畾;絎鍥涳紝鑲＄エ鏄嫻侀氳瘉鍒搞傝偂紲ㄥ彲浠ュ湪璇佸埜浜ゆ槗甯傚満渚濇硶榪涜屼氦鏄撱
鍐滀笟鏉垮潡鐨勯緳澶磋偂紲ㄦ湁鍝浜
1銆佺櫥嫻風嶄笟錛氱敓鎬佸啘涓氶緳澶磋偂銆備粠榪戜笁騫碦OE鏉ョ湅錛岃繎涓夊勾ROE澶嶅悎澧為暱涓75.18%錛岃繃鍘諱笁騫碦OE鏈浣庝負2018騫寸殑1.16%錛屾渶楂樹負2020騫寸殑3.56%銆
鍏鍙稿湪鍥藉唴鐜夌背縐嶅瓙鐢熶駭瑙勬ā涓澶勯嗗厛姘村鉤錛屽埌鍐呰挋絳変笁澶у熀鍦版敼寤哄畬鎴愶紝鍏鍙稿埗縐嶈勬ā鍙浠ヨ揪鍒5800涓囧叕鏂わ紝鍕熻祫欏圭洰瀹屾垚鍚庯紝鍏鍙哥殑鍒剁嶈勬ā鏈夋湜鏀涓婂叏鍥界涓鐨勯珮浣嶃
2銆佸ぇ紱硅妭姘達細鐢熸佸啘涓氶緳澶磋偂銆備粠榪戜笁騫碦OE鏉ョ湅錛岃繎涓夊勾ROE澶嶅悎澧為暱涓-4.63%錛岃繃鍘諱笁騫碦OE鏈浣庝負2020騫寸殑6.44%錛屾渶楂樹負2019騫寸殑8.83%銆
浠庝紒涓氫嬌鍛藉嚭鍙戱紝澶х硅妭姘存繁鑰曞啘姘翠簩鍗佸勾錛屽嬬粓涓撴敞鍜岃嚧鍔涗簬鍐滀笟銆佸啘鏉戝拰姘磋祫婧愰棶棰樼殑瑙ｅ喅錛屼粠璇婃柇銆佽勫垝銆佽祫鏈銆佽捐°佹姇璧勩佹櫤鑳藉埗閫犮侀珮鏍囧噯鍐滅敯寤鴻俱佸啘鐢拌繍钀ョ＄悊銆佸啘鐢扮墿鑱旂綉銆佸啘鏉戠幆澧冩不鐞嗐佸啘鍦烘湇鍔°佹櫤鎱у啘涓氬埌鍏ㄩ潰鐨勫啘涓氥佸啘姘戝炲兼湇鍔★紝涓哄箍澶у㈡埛鍜岀敤鎴鋒彁渚涙兜鐩栫幇浠ｅ啘涓氬叏棰嗗煙鍜屽叏浜т笟閾劇患鍚堟湇鍔¤В鍐蟲柟妗堛
3銆佷腑綺縐戞妧錛氱敓鎬佸啘涓氶緳澶磋偂銆備粠榪戜笁騫碦OE鏉ョ湅錛岃繎涓夊勾ROE澶嶅悎澧為暱涓1.04%錛岃繃鍘諱笁騫碦OE鏈浣庝負2018騫寸殑5.74%錛屾渶楂樹負2019騫寸殑6.21%銆
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4銆佸ぇ搴峰啘涓氾細鍏鍙鎬負闆嗕鉤鍒跺搧鐢熶駭閿鍞錛岀尓鑲夈佺緤鑲夊吇孌栧姞宸ワ紝鐗涜倝閿鍞涓轟竴浣撶殑鍥介檯鍖栦竴嫻佲滆泲鐧介熷搧渚涘簲鍙婃湇鍔″晢鈥濄傚叕鍙稿凡緇忓艦鎴愪鉤涓氥佺緤浜т笟銆佺墰浜т笟銆佺尓浜т笟鍥涘ぇ鏉垮潡錛氬湪瀹夊窘銆佹箹鍗楀緩絝嬩簡澶у瀷緹婁笟鍏繪畺鍩哄湴;鍦ㄦ箹鍗楀艦鎴愪簡鐚涓氳偛縐嶃佸吇孌栥佸睜瀹般侀攢鍞鍜屽喎閾劇墿嫻侀厤閫佸叏浜т笟閾撅紝涓庨洩榫欓粦鐗涘悎浣滃艦鎴愰珮鍝佽川鐗涜倝閿鍞浜т笟銆