日期:2016-3-4(原创文章,禁止转载)
涓婃苯闆嗗洟(600104):涓氱哗绗﹀悎棰勬湡 鍙楃泭缁撴瀯鍒嗗寲
涓婃苯闆嗗洟 600104 姹借溅鍜屾苯杞﹂浂閮ㄤ欢琛屼笟
3瀛e害涓氱哗鍩烘湰绗﹀悎棰勬湡銆?/p>
鍏?徃鍓嶄笁瀛e害瀹炵幇鏀跺叆3509.99浜垮厓,鍚屾瘮澧為暱8.1%,瀹炵幇鍑?埄娑?61.31浜垮厓,鍚屾瘮澧為暱3.8%,瀵瑰簲EPS1.46鍏冦?3瀛e害鍗曞?鍏?徃瀹炵幇鍑?埄娑?3.5浜垮厓,瀵瑰簲EPS0.48鍏?鍚屾瘮鍜岀幆姣斿垎鍒??闀?.3%鍜?.4%,鍩烘湰绗﹀悎棰勬湡銆?/p>
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鍚堣祫鍏?徃閿?噺绋冲畾澧為暱,鍙楃泭甯傚満缁撴瀯鍒嗗寲銆?瀛e害鍏?徃閿?噺鍚屾瘮澧為暱10%鑷?07.3涓囪締銆傚叾涓?笂娴烽?鐢ㄩ攢閲?4.9涓囪締,鍚屾瘮澧為暱10.7%;涓婃捣澶т紬閿?噺31.3涓囪締,鍚屾瘮澧為暱10.5%銆?/p>
閫氱敤浜旇彵閿?噺32.9涓囪締,鍚屾瘮澧為暱7.9%銆?/p>
鍚堝苟鍙e緞璋冩暣瀵艰嚧鎶ヨ〃缁撴瀯鍙樺寲銆?鏈?鏃ヨ捣,涓婃捣閫氱敤涓嶅啀绾冲叆鍚堝苟鑼冨洿,瀵艰嚧鍏?徃3瀛e害姣涘埄鐜囧悓姣斾笅闄?.4涓?櫨鍒嗙偣鑷?4.6%,鑰屾姇璧勬敹鐩婂垯鍚屾瘮澧為暱28.3%鑷?2.3浜垮厓銆?/p>
鑰岄儴鍒嗚垂鐢ㄤ互鍙婅祫浜ц礋鍊鸿〃绉戠洰涔熷彈鍒颁簡涓嶅悓绋嬪害褰卞搷銆傜敱浜庨噰鐢ㄧ被浼间簡澶т紬鐨勯攢鍞?叕鍙告ā寮?鍥犳?3瀛e害鏀跺叆鍜屽噣鍒╂鼎骞舵病鏈夊彈鍒板悎骞跺彛寰勮皟鏁寸殑褰卞搷銆?/p>
鍑忔寔閲戣瀺璧勪骇璐$尞3.4浜垮厓銆?瀛e害鍏?徃璐﹂潰浜ゆ槗鎬у拰鍙?緵鍑哄敭閲戣瀺璧勪骇鍚堣?鍑忓皯13.3浜垮厓,鍙栧緱鍑忔寔鏀剁泭3.4浜垮厓,浣垮緱钀ヤ笟澶栨敹鍏ュ悓姣斿ぇ骞呭?闀?61%鑷?.4浜垮厓銆?/p>
3瀛e害璁℃彁璧勪骇鍑忓?鎹熷け2.55浜垮厓,鍚屾瘮澧為暱56.1%銆傚墠涓夊?搴﹀簲鏀惰处娆句綑棰濆?闀?3%,蹇?簬鏀跺叆澧為暱,浣嗙粡钀ユ椿鍔ㄧ幇閲戞祦澧為暱38%,鏄剧ず鍏?徃璧勯噾鐘跺喌鐩稿?鍋ュ悍銆傛垜浠??璁″噺鍊间富瑕佹潵鑷?簬璐锋?鎹熷け鍑嗗?銆?/p>
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鍓嶄笁瀛e害鍏?徃甯傚満浠介?(23.3%)鍜屾敹鍏ュ?闀?+8.1%)鍧囧凡瓒呰繃婵?姳鍩洪噾璁″垝瑕佹眰涓婇檺,骞村寲鍔犳潈骞冲潎ROE(19.8%)涔熷凡鎺ヨ繎涓婇檺銆傚線鍚庣湅,澶т紬鍜岄?鐢ㄥ皢鎸佺画鍙楃泭浜庢棩绯诲搧鐗屼唤棰濅笅婊?4瀛e害閿?噺鏈夋湜瓒呴?鏈熴?
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灏忓箙涓嬭皟鍏?徃2012/13骞寸泩鍒╅?娴嬭嚦1.94/2.10鍏?骞呭害鍒嗗埆涓?%鍜?%銆傜洰鍓嶅叕鍙歌偂浠峰?搴?012骞碢/E涓嶅埌7鍊?P/B浠呬负1.2鍊?宸蹭綆浜庨暱鏈熷潎琛?OE瀵瑰簲鐨勫悎鐞嗕及鍊?鑰冭檻鍒板叕鍙告棗涓嬪悎璧勫搧鐗屾嫢鏈夎緝寮虹殑绔炰簤浼樺娍,鏈夋湜鍙楃泭浜庡競鍦虹粨鏋勫垎鍖?缁存寔瀹℃厧鎺ㄨ崘璇勭骇銆?/p>