Ⅰ 娉涙搗鎺ц偂鑲＄エ浠ｇ爜鏄澶氬皯錛
浣犲ソ錛岀幇鍦ㄦ硾嫻鋒帶鑲＄殑鑲＄エ浠ｇ爜鏄錛000046錛屼綘涔熷彲涓嬭澆鑲＄エ杞浠剁洿鎺ユ悳緔㈠悕瀛楁煡璇銆
Ⅱ 澶ч噾鋙嶆澘鍧楁棭鐩樺紓鍔
鎹鏈鏂版秷鎮鏄劇ず錛屽ぇ閲戣瀺鏉垮潡鏃╃洏寮傚姩錛屾皯鐢熸帶鑲★紙000416錛夌洿綰垮皝鏉匡紝鏂板姏閲戣瀺錛600318錛夎偂浠峰ぇ娑4%錛屽畨淇′俊鎵橈紙600816錛夌瓑涓鑲′篃鏈変寒鐪肩殑琛ㄧ幇銆傞偅涔堬紝澶ч噾鋙嶆澘鍧楄偂紲ㄦ湁鍝浜涘憿錛熶笅闈㈠皬緙栧氨緇欏ぇ瀹剁畝鍗曠殑浠嬬粛涓浜涘惂銆
姘戠敓鎺ц偂錛000416錛夛細姘戠敓鎺ц偂鐨勬帶鑲¤偂涓滀負鍒涚珛浜1985騫寸殑涓鍥芥硾嫻鋒帶鑲￠泦鍥㈡湁闄愬叕鍙搞傛埅鑷2017騫12鏈堬紝涓鍥芥硾嫻鋒昏祫浜ц勬ā杈懼埌3167.85浜垮厓銆傛皯鐢熸帶鑲¤繎鏃ュ彂甯2019騫寸涓瀛ｅ害鎶ュ憡錛屽叕鍛婃樉紺猴紝鎶ュ憡鏈熷唴瀹炵幇钀ユ敹13錛415錛608.48鍏冿紝鍚屾瘮涓嬫粦18.23%錛涘綊灞炰簬涓婂競鍏鍙歌偂涓滅殑鍑鍒╂鼎7錛467錛937.51鍏冿紝鍚屾瘮澧為暱125.93%銆
鏂板姏閲戣瀺錛600318錛夛細鏂板姏閲戣瀺鎵浠庝簨鐨勪富瑕佷笟鍔℃湁鋙嶈祫鎷呬繚銆佸皬棰濊捶嬈俱佸吀褰撱佽瀺璧勭熻祦鍜岀綉璐蜂俊鎮涓浠嬫湇鍔°4鏈16鏃ワ紝鏂板姏閲戣瀺錛600318錛夋ｅ紡鍙戝竷浜2019騫寸涓瀛ｅ害鎶ュ憡錛屽叕鍛婃樉紺猴紝鎶ュ憡鏈熷唴瀹炵幇钀ユ敹1.31浜垮厓錛屽悓姣斾笅婊5.58%錛涘綊灞炰簬涓婂競鍏鍙歌偂涓滅殑鍑鍒╂鼎2101.44涓囧厓錛屽悓姣斿為暱19.1%銆
瀹変俊淇℃墭錛600816錛夛細瀹変俊淇℃墭鑲′喚鏈夐檺鍏鍙告槸涓鍥界涓鎵硅偂浠藉埗闈為摱琛屼笟閲戣瀺鏈烘瀯錛屽墠韜鏄闉嶅北甯備俊鎵樻姇璧勮偂浠芥湁闄愬叕鍙革紝鎴愮珛浜1987騫達紝1992騫磋漿鍒朵負鑲′喚鏈夐檺鍏鍙革紝1994騫村湪涓婃搗璇佸埜浜ゆ槗鎵涓婂競銆傚畨淇′俊鎵樻棩鍓嶅彂甯冨勾鎶ュ強涓瀛ｆ姤錛2019騫村墠涓変釜鏈堬紝瀹変俊淇℃墭瀹炵幇钀ユ敹5.29浜垮厓銆佸綊姣嶅噣鍒╂鼎3.12浜垮厓銆
浠ヤ笂渚挎槸澶ч噾鋙嶆澘鍧楄偂紲ㄧ殑涓浜涗粙緇嶄簡錛屽笇鏈涜兘澶熺粰浜堝皬浼欎即浠涓浜涘府鍔┿傚煎緱涓鎻愮殑鏄錛2019騫村ぇ閲戣瀺鏉垮潡鑲＄エ榪樻湁錛氬疂寰瘋偂浠斤紙鑲＄エ浠ｇ爜錛300023錛夊畨淇′俊鎵橈紙鑲＄エ浠ｇ爜錛600816錛夈佺豢搴鎶曡祫錛堣偂紲ㄤ唬鐮侊細600695錛夌瓑銆
Ⅲ 娉涙搗鎺ц偂鏄浠涔堝叕鍙
?涓鍥芥硾嫻鋒帶鑲￠泦鍥㈡槸浠ユ埧鍦頒駭涓轟富涓氱殑澶氬厓閲戣瀺鍏鍙搞傛硾嫻鋒帶鑲¤偂浠芥湁闄愬叕鍙告垚絝嬩簬1989騫達紝浜1994騫村湪娣卞湷璇佸埜浜ゆ槗鎵鎸傜墝涓婂競錛岃屼笟鍒嗙被涓衡滈噾鋙嶄笟鈥濈殑瀛愯屼笟鈥滃叾浠栭噾鋙嶄笟鈥濓紝鑲＄エ浠ｇ爜錛000046銆
涓昏佷笟鍔℃兜鐩栨埧鍦頒駭銆佸熀紜璁炬柦寤鴻俱侀摱琛屻佷繚闄┿佽瘉鍒搞佸吀褰撱佽兘婧愩佹垬鐣ヤ笌鍒涗笟鎶曡祫銆佹枃鍖栥佽祫浜х＄悊鍜岃祫鏈緇忚惀銆佺墿璧勮錘鏄撱佹秷闃茬數瀛愩侀厭搴椼佺墿涓氱＄悊絳夎稿氶嗗煙銆
鍦ㄥ湴浜т笟鍔￠嗗煙錛屾硾嫻鋒帶鑲″凡褰㈡垚闆嗚勫垝璁捐°佸紑鍙戝緩璁俱佸晢涓氱＄悊鍙婄墿涓氭湇鍔′簬涓浣撶殑鎴垮湴浜у紑鍙戣繍钀ユā寮忥紝鍦ㄥ浗鍐呭栧氫釜閲嶇偣鍩庡競鏍稿績鍦版靛疄鐜頒簡甯冨矓錛屽湡鍦板偍澶囪緝涓哄厖瓚充笖鎴愭湰浼樺娍鏄庢樉錛屽叾涓鏍稿績璧勬簮姝︽眽涓澶鍟嗗姟鍖洪」鐩瀹氫綅涓烘︽眽鈥滈噾鋙嶅煄鈥濄佲滃尯鍩熼噾鋙嶄腑蹇冩牳蹇冮泦鑱氬尯鈥濄
鍦ㄩ噾鋙嶄笟鍔￠嗗煙錛屾槸娉涙搗鎺ц偂緇忚繃榪戝嚑騫寸殑緋葷粺甯冨矓鍜屾暣鍚堜紭鍖栵紝鍏鍙哥幇宸叉嫢鏈夋皯鐢熻瘉鍒搞佹皯鐢熶俊鎵樸佷簹澶璐㈤櫓絳夋牳蹇冮噾鋙嶅鉤鍙幫紝鎷ユ湁杈冧負涓板瘜鐨勯噾鋙嶄笟鍔＄粡钀ヨ祫璐錛岄噾鋙嶆湇鍔′綋緋諱笉鏂鍋ュ叏錛屼負騫垮ぇ瀹㈡埛鎻愪緵閲戣瀺澧炲兼湇鍔＄殑鑳藉姏鎸佺畫鎻愬崌銆
灝忕紪褰掔撼錛岄氳繃浠ヤ笂鍏充簬娉涙搗鎺ц偂鏄浠涔堝叕鍙稿唴瀹逛粙緇嶅悗錛岀浉淇″ぇ瀹朵細瀵規硾嫻鋒帶鑲℃槸浠涔堝叕鍙告湁涓鏂扮殑浜嗚В錛屾洿甯屾湜鍙浠ュ逛綘鏈夋墍甯鍔┿
Ⅳ 鍖椾氦鎵鍗佸ぇ榫欏ご鑲(鎺掑悕)
鍖椾氦鎵鍗佸ぇ榫欏ご鑲(鎺掑悕)
騫沖潎涓婃定1%錛岃偂浠蜂笂娑ㄧ殑鏈53鍙錛屾定騫呭眳鍓嶇殑鏈変腑鍥介摱娌熾佹硾嫻鋒帶鑲°佷腑澶╅噾鋙嶃佺孩濉旇瘉鍒搞佷腑鍥藉鉤瀹夌瓑銆傝偂浠蜂笅璺岀殑鏈3鍙錛岃穼騫呭眳鍓嶇殑鏈夋箻璐㈣偂浠姐侀摱涔嬫澃銆佹寚鍗楅拡銆備笅闈㈠皬緙栧甫鏉ュ寳浜ゆ墍鍗佸ぇ榫欏ご鑲★紝澶у朵竴璧鋒潵鐪嬬湅鍚,甯屾湜鑳藉甫鏉ュ弬鑰冦
鍖椾氦鎵鍗佸ぇ榫欏ご鑲
1銆佷腑淇″緩鎶(601066):鍏鍙鎬綅浜庡寳浜錛屼富瑕佷粠浜嬫姇璧勯摱琛屻佽儲瀵岀＄悊銆佷氦鏄撳強鏈烘瀯瀹㈡埛鏈嶅姟鍜岃祫浜х＄悊銆2021騫達紝鍏鍙稿疄鐜拌惀鏀123.26浜垮厓錛屽噣鍒╂鼎45錛291.256涓囧厓錛屽悓姣斿為暱-1.08%銆
2銆丆ICC(601995):浣嶄簬鍖椾含錛屾槸涓鍥介栧朵腑澶栧悎璧勬姇璧勯摱琛岋紝涓哄冨唴澶栦紒涓氥佹満鏋勫拰涓浜哄㈡埛鎻愪緵鍏ㄦ柟浣嶃佷竴絝欏紡鍏ㄦ柟浣嶇殑鎶曡祫閾惰屾湇鍔°2021騫翠腑鎶ワ紝鍏鍙歌惀鏀144.61浜垮厓錛屽噣鍒╂鼎500錛702.83涓囧厓錛屽悓姣斿為暱64.07%銆
3銆佷腑鍥介摱娌(601881):鍏鍙鎬綅浜庡寳浜錛屼富瑕佹彁渚涚粡綰銆侀攢鍞涓庝氦鏄撱佹姇璧勯摱琛屻佹姇璧勭＄悊絳夌患鍚堣瘉鍒告湇鍔°2021騫翠腑鎶ワ紝鍏鍙歌惀鏀151.4浜垮厓錛屽噣鍒╂鼎425錛488.86涓囧厓錛屽悓姣斿為暱19.77%銆
4銆丼DIC棣栧壋(600061):鍏鍙鎬綅浜庡寳浜錛屼富瑕佹彁渚涜瘉鍒哥粡綰銆佹姇璧勫挩璇銆佽祫浜х＄悊鍙婄浉鍏崇殑璇佸埜閲戣瀺鏈嶅姟銆2021騫翠腑鎶ワ紝鍏鍙歌惀鏀6.04浜垮厓錛屽噣鍒╂鼎269062.52涓囧厓錛屽悓姣斿為暱17.30%銆
5銆佷笢鍏磋瘉鍒(601198):鍏鍙鎬綅浜庡寳浜錛屼富钀ヨ瘉鍒哥粡綰涓氬姟;璇佸埜鎶曡祫鍜ㄨ;涓庤瘉鍒鎬氦鏄撳拰璇佸埜鎶曡祫媧誨姩鏈夊叧鐨勮儲鍔￠【闂絳夈2021騫翠腑鎶ワ紝鍏鍙歌惀鏀25.79浜垮厓錛屽噣鍒╂鼎7306.07涓囧厓錛屽悓姣斿為暱-7.06%銆
6銆佸悓鏂硅偂浠(600100):鎸佹湁鍖椾含鍚屾柟鍒涙柊鎶曡祫100%鑲℃潈;渚濇墭璁＄畻鏈虹戝︿笌宸ョ▼緋匯佺數瀛愮郴銆佸伐紼嬬墿鐞嗙郴銆佺儹鑳藉伐紼嬬郴銆佸緩絳戞妧鏈緋匯佺幆澧冨﹂櫌銆佹潗鏂欑戝︿笌宸ョ▼緋匯佽嚜鍔ㄥ寲緋匯佸井鐢靛瓙鐮旂┒鎵絳夈傚湪娓呭崕澶у︼紝鍏鍙哥Н鏋佸紑灞曟妧鏈鍒涙柊鍜岀戠爺鎴愭灉瀛靛寲;R姣忚偂鏀剁泭涓0.17鍏冦
4銆佷腑淇″緩鎶(601066)錛氭埅鑷沖彂紼匡紝涓淇″緩鎶(601066)娑0.2%錛屾姤24.700鍏冿紝鎴愪氦棰3.56浜垮厓錛屾崲鎵嬬巼0.38%錛屾尟騫呮定0.2%銆傝儲鎶ユ樉紺猴紝2022騫寸涓夊ｅ害錛屾瘡鑲℃敹鐩0.23鍏冦
5銆佷腑閲戝叕鍙(601995)錛11鏈25鏃ユ秷鎮錛屼腑閲戝叕鍙告埅鑷充笅鍗堜笁鐐規敹鐩橈紝璇ヨ偂娑2.08%錛屾姤38.330鍏冿紝5鏃ュ唴鑲′環涓婃定2.48%錛屾誨競鍊間負1850.29浜垮厓銆備腑閲戝叕鍙稿彂甯2022騫寸涓夊ｅ害璐㈡姤錛屽疄鐜拌惀涓氭敹鍏72.62浜垮厓錛屽悓姣斿為暱0.51%錛屽綊姣嶅噣鍒╂鼎21.71浜匡紝鍚屾瘮-11.29%;姣忚偂鏀剁泭涓0.42鍏冦
6銆佸浗娉板悰瀹(601211)錛11鏈25鏃ユ秷鎮錛屽浗娉板悰瀹夋埅鑷15鐐癸紝璇ヨ偂娑0.73%錛屾姤13.880鍏;5鏃ュ唴鑲′環涓婃定1.37%錛屽競鍊間負1236.25浜垮厓銆傝儲鎶ユ樉紺猴紝2022騫寸涓夊ｅ害錛屾瘡鑲℃敹鐩0.22鍏冦
7銆佸箍鍙戣瘉鍒(000776)錛氬箍鍙戣瘉鍒(000776)娑1.5%錛屾姤15.580鍏冿紝鎴愪氦棰8.87浜垮厓錛屾崲鎵嬬巼0.96%錛屾尟騫呮定1.5%銆傝儲鎶ユ樉紺猴紝2022騫寸涓夊ｅ害錛屾瘡鑲℃敹鐩0.12鍏冦
8銆佸崕娉拌瘉鍒(601688)錛11鏈25鏃ュ紑鐩樻渶鏂版秷鎮錛屽崕娉拌瘉鍒5鏃ュ唴鑲′環涓婃定2%錛屾埅鑷蟲敹鐩橈紝璇ヨ偂鎶13.000鍏冩定1.33%銆傚崕娉拌瘉鍒稿彂甯2022騫寸涓夊ｅ害璐㈡姤錛屽疄鐜拌惀涓氭敹鍏74.52浜垮厓錛屽悓姣斿為暱-14.09%錛屽綊姣嶅噣鍒╂鼎24.46浜匡紝鍚屾瘮-25.39%;姣忚偂鏀剁泭涓0.26鍏冦
9銆佹搗閫氳瘉鍒(600837)錛11鏈25鏃ヨ鎮錛屾搗閫氳瘉鍒3鏃ュ唴鑲′環涓婃定0.34%錛屽競鍊間負1149.65浜垮厓錛屾定0.8%錛屾渶鏂版姤8.800鍏冦傛搗閫氳瘉鍒稿彂甯2022騫寸涓夊ｅ害璐㈡姤錛屽疄鐜拌惀涓氭敹鍏68.34浜垮厓錛屽悓姣斿為暱-39.88%錛屽綊姣嶅噣鍒╂鼎13.18浜匡紝鍚屾瘮-63.96%;姣忚偂鏀剁泭涓0.11鍏冦
10銆佹嫑鍟嗚瘉鍒(600999)錛11鏈25鏃ユ秷鎮錛屾嫑鍟嗚瘉鍒7鏃ュ唴鑲′環涓嬭穼1.9%錛屾埅鑷15鐐癸紝璇ヨ偂鎶13.150鍏冿紝娑1%錛屾誨競鍊間負1143.59浜垮厓銆傛嫑鍟嗚瘉鍒稿彂甯2022騫寸涓夊ｅ害璐㈡姤錛屽疄鐜拌惀涓氭敹鍏46.77浜垮厓錛屽悓姣斿為暱-37.14%錛屽綊姣嶅噣鍒╂鼎19.92浜匡紝鍚屾瘮-27.71%;姣忚偂鏀剁泭涓0.21鍏冦
鍒稿晢鑲＄エ鏈夊摢浜涢緳澶磋偂浠
鍒稿晢鏉垮潡榫欏ご鑲＄エ
1銆佷腑淇¤瘉鍒(鑲＄エ浠ｇ爜600030)
涓淇¤瘉鍒歌偂浠芥湁闄愬叕鍙革紝鍗佸ぇ璇佸埜鍝佺墝錛屾垚絝嬩簬1995騫達紝涓婂競鍏鍙革紝鍥藉唴杈冩棭鐨勭患鍚堢被璇佸埜鍏鍙革紝鍦ㄧ粡綰涓氬姟鑲＄エ銆佸熀閲戜氦鏄撶瓑涓氬姟棰嗗煙澶勪簬棰嗗厛鍦頒綅錛屽叿鏈変紒涓氬勾閲戝熀閲戞姇璧勭＄悊浜鴻祫鏍間紒涓氥
2銆佹搗閫氳瘉鍒(鑲＄エ浠ｇ爜600837)
嫻烽氳瘉鍒歌偂浠芥湁闄愬叕鍙革紝鍗佸ぇ璇佸埜鍝佺墝錛屼簬1988騫達紝鍥藉唴PE鎶曡祫棰嗗煙鐨勯嗗厛鍝佺墝錛屽浗鍐呮垚絝嬭緝鏃┿佺患鍚堝疄鍔涙渶寮虹殑澶у瀷鍒稿晢涔嬩竴錛屼互璇佸埜涓烘牳蹇冿紝涓氬姟娑電洊鏈熻揣銆佺洿鎺ヨ偂鏉冩姇璧勩佸熀閲戝拰鋙嶈祫縐熻祦絳夊氫釜涓氬姟棰嗗煙鐨勯噾鋙嶆帶鑲￠泦鍥銆
3銆佸箍鍙戣瘉鍒(鑲＄エ浠ｇ爜000776)
騫垮彂璇佸埜鑲′喚鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍝佺墝錛屽嬩簬1991騫達紝鍥藉唴棣栨壒緇煎悎綾昏瘉鍒稿叕鍙革紝涓鍥藉競鍦哄叿褰卞搷鍔涚殑璇佸埜鍏鍙革紝澶у瀷閲戣瀺鎺ц偂闆嗗洟錛岃祫鏈瀹炲姏鍙婄泩鍒╄兘鍔涘湪鍥藉唴璇佸埜琛屼笟鎸佺畫棰嗗厛銆
4銆佸浗娉板悰瀹(鑲＄エ浠ｇ爜601211)
璇佸埜鍥芥嘲鍚涘畨璇佸埜鑲′喚鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍏鍙革紝濮嬩簬1993騫達紝瑙勬ā澶/緇忚惀鑼冨洿瀹/緗戠偣鍒嗗竷騫跨殑璇佸埜鍏鍙革紝鍥藉唴棰嗗厛鐨勭患鍚堥噾鋙嶆湇鍔″晢鍜屽叏鑳藉瀷鎶曡祫閾惰屻
5銆佹嫑鍟嗚瘉鍒(鑲＄エ浠ｇ爜600999)
鎷涘晢璇佸埜鑲′喚鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍝佺墝錛屼笂甯傚叕鍙革紝鎴愮珛浜1992騫達紝鐧懼勾鎷涘晢灞鏃椾笅鐨勯噾鋙嶈瘉鍒擱嗗煙榫欏ご浼佷笟錛屾嫢鏈夊浗鍐呴栦釜澶氬獟浣撳㈡埛鏈嶅姟涓蹇冦
6銆佸崕娉拌瘉鍒(鑲＄エ浠ｇ爜601688)
鍗庢嘲璇佸埜鑲′喚鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍝佺墝錛屾垚絝嬩簬1991騫達紝A鑲′笂甯傚叕鍙革紝涓鍥500寮猴紝浜氬お甯傚満褰卞搷鍔涘ぇ鐨勯噾鋙嶆湇鍔″晢錛岃緝鏃╄幏寰楀壋鏂拌瘯鐐硅祫鏍肩殑緇煎悎鎬ц瘉鍒擱泦鍥銆
7銆佺敵涓囧畯婧(鑲＄エ浠ｇ爜000166)
鐢充竾瀹忔簮闆嗗洟鑲′喚鏈夐檺鍏鍙革紝鍗佸ぇ鍒稿晢錛岀敱鐢抽摱涓囧浗璇佸埜鍜屽畯婧愯瘉鍒稿悎騫惰屾垚錛屾繁浜ゆ墍涓婂競鍏鍙革紝緇忚惀涓氬姟涓板瘜銆佽惀涓氱綉鐐瑰垎甯冨箍娉涚殑澶у瀷緇煎悎璇佸埜鍏鍙搞
8銆侀摱娌寵瘉鍒(鑲＄エ浠ｇ爜601881)
涓鍥介摱娌寵瘉鍒歌偂浠芥湁闄愬叕鍙革紝鍗佸ぇ璇佸埜鍝佺墝錛屽叏鍥芥х患鍚堢被璇佸埜鍏鍙革紝涓鍥芥渶浣沖哄埜鎵塊攢鍟嗕箣涓錛屼腑鍥借瘉鍒歌屼笟棰嗗厛鐨勭患鍚堟ч噾鋙嶆湇鍔℃彁渚涘晢錛屾彁渚涚粡綰銆侀攢鍞鍜屼氦鏄撱佹姇璧勯摱琛岀瓑緇煎悎璇佸埜鏈嶅姟銆
9銆佸浗淇¤瘉鍒(鑲＄エ浠ｇ爜002736)
鍥戒俊璇佸埜鑲′喚鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍝佺墝錛屽嬩簬1989騫達紝婧愯搗浜庝腑鍥借瘉鍒稿競鍦鴻緝鏃╃殑涓夊惰惀涓氶儴涔嬩竴鐨勬繁鍦沖浗鎶曡瘉鍒鎬笟鍔￠儴錛屽叏鍥芥уぇ鍨嬬患鍚堢被璇佸埜鍏鍙革紝鑲＄エ鍩洪噾浜ゆ槗棰濇寔緇澶氬勾棰嗗厛銆
10銆佷腑淇″緩鎶(鑲＄エ浠ｇ爜601066)
涓淇″緩鎶曟湡璐х粡綰鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍝佺墝錛屼腑鍥借瘉鐩戜細鎵瑰噯璁劇珛鐨勫叏鍥芥уぇ鍨嬬患鍚堣瘉鍒稿叕鍙革紝涓烘斂搴溿佷紒涓氥佹満鏋勫拰涓浜烘姇璧勮呮彁渚涗紭璐ㄤ笓涓氱殑閲戣瀺鏈嶅姟銆