鍒嗕韩鍒板井淇?a>X
鎵撳紑寰俊锛岀偣鍑诲簳閮ㄧ殑鈥滃彂鐜扳€濓紝浣跨敤 鈥滄壂涓€鎵€?鍗冲彲灏嗙綉椤靛垎浜埌鎴戠殑鏈嬪弸鍦堛€?/p>
涓浗缁忔祹缃戠増鏉冩墍鏈?/p>
涓浗缁忔祹缃戞柊濯掍綋鐭╅樀
缃戠粶浼犳挱瑙嗗惉鑺傜洰璁稿彲璇?0107190) (浜琁CP040090)
涓浗缁忔祹缃戝寳浜?/span>5鏈?/span>13鏃ヨ 5鏈?/span>11鏃ワ紝鍗楁柟閮藉競鎶?/span>鍙戝竷鎶ラ亾銆婁笘绾崕閫氫笁涓冧簰濞辨柇灞傞鍏?/span> "涓囧勾鑰佷笁"瀹岀編涓栫晫閬亣"婊戦搧鍗?/span>"銆嬫樉绀猴紝鏍规嵁涓浗闊虫暟鍗忔父鎴忓伐濮?/span>(GPC)涓庝腑鍥芥父鎴忎骇涓氱爺绌朵笓瀹跺鍛樹細涓诲缂栧啓銆佷冀椹暟鎹彂甯冪殑銆?/span>2024骞翠腑鍥芥父鎴忎骇涓氭姤鍛娿€嬶紝2024骞达紝鍥藉唴娓告垙甯傚満瀹為檯閿€鍞敹鍏?/span>3257.83浜垮厓锛屽悓姣斿闀?/span>7.53%锛涙父鎴忕敤鎴疯妯?/span>6.74浜夸汉锛屽悓姣斿闀?/span>0.94%銆傚叾涓紝涓浗鑷富鐮斿彂娓告垙鍥藉唴甯傚満瀹為檯閿€鍞敹鍏?/span>2607.36浜垮厓锛屽悓姣斿闀?/span>1.70%銆?/span>
杩戞湡锛岄殢鐫€涓栫邯鍗庨€氥€佸畬缇庝笘鐣岀瓑鍏徃2024骞村勾鎶ョ殑鍙戝竷锛?/span>A鑲″悇涓婂競娓告垙鍏徃鍘诲勾鐨勭粡钀ョ姸鍐靛凡鎻檽銆傛暣浣撴潵鐪嬶紝杩囧崐A鑲℃父鎴忓叕鍙稿幓骞翠笟缁╀笅婊?/span>锛屼絾灏戞暟浼佷笟涓氬姟鍙栧緱鏄庢樉澧為暱銆傚叿浣撴潵鐪嬶紝涓栫邯鍗庨€氥€佷笁涓冧簰濞变緷鏃ф槸鍦?/span>A鑲′箣涓鍏堢殑娓告垙鍏徃锛屼絾涓よ€呭幓骞翠笟缁╁闀垮樊璺濇媺澶с€傗€滀竾骞磋€佷笁鈥濆畬缇庝笘鐣屽幓骞翠笉浠呰惀鏀躲€佸埄娑﹀ぇ骞呭弻闄嶏紝鑰屼笖鎴愪负A鑲℃父鎴忓ぇ鍘備腑鍞竴浜忔崯鐨勪紒涓氥€?/span>
鍗庡鏃舵姤5鏈?/span>3鏃ユ姤閬撱€?/span>A鑲℃父鎴忓叕鍙?/span>Q1涓氱哗鈥滀氦鍗封€濓細瀹岀編涓栫晫钀ユ敹閲嶅洖鍓嶄笁锛?/span>ST鍗庨€氬噣鍒╂鼎灞呮棣栥€嬫樉绀猴紝4鏈?/span>29鏃ユ櫄闂达紝A鑲℃父鎴忓叕鍙?/span>2025骞?/span>Q1涓氱哗鍏ㄩ儴浜ゅ嵎銆傛牴鎹?/span>Wind涓俊璇佸埜琛屼笟娓告垙鏁版嵁锛?/span>10瀹跺叕鍙稿疄鐜颁簡钀ユ敹涓庡噣鍒╂鼎鐨勫弻澧為暱銆傚叾涓紝鍦?/span>2024骞磋ST鐨勪笘绾崕閫氫粛鐒朵繚鎸佹柇灞備紭鍔匡紝璇ュ叕鍙?/span>Q1鍦ㄨ惀鏀跺拰鍑€鍒╂鼎涓ゅぇ鏍稿績璐㈠姟鎸囨爣涓婂潎浣嶅垪A鑲℃父鎴忓叕鍙告棣栵紝鍙嶄箣锛?/span>9瀹跺叕鍙歌惀鏀朵笌鍑€鍒╂鼎鍧囦笅婊戙€?/span>
瀹岀編涓栫晫锛?/span>002624.SZ锛?/span>4鏈?/span>26鏃ュ彂甯?/span>2024骞村勾搴︽姤鍛娿€?/span>瀹岀編涓栫晫鎶ュ憡鏈熷唴钀ヤ笟鎬绘敹鍏ヤ负55.70浜垮厓锛屽悓姣斾笅婊?/span>28.50%锛涘綊灞炰簬涓婂競鍏徃鑲′笢鐨勫噣鍒╂鼎涓?/span>-12.88浜垮厓锛屽幓骞村悓鏈熶负4.91浜垮厓锛涘綊灞炰簬涓婂競鍏徃鑲′笢鐨勬墸闄ら潪缁忓父鎬ф崯鐩婄殑鍑€鍒╂鼎涓?/span>-13.13浜垮厓锛屽幓骞村悓鏈熶负2.10浜垮厓锛涚粡钀ユ椿鍔ㄤ骇鐢熺殑鐜伴噾娴侀噺鍑€棰濅负5.77浜垮厓銆?/span>
瀹岀編涓栫晫鍚屾棩鍙戝竷2025骞翠竴瀛ｅ害鎶ュ憡銆傚畬缇庝笘鐣屾姤鍛婃湡鍐呰惀涓氭€绘敹鍏ヤ负20.23浜垮厓锛屽悓姣斿闀?/span>52.22%锛涘綊灞炰簬涓婂競鍏徃鑲′笢鐨勫噣鍒╂鼎涓?/span>3.02浜垮厓锛屽幓骞村悓鏈熶负-2976.41涓囧厓锛涘綊灞炰簬涓婂競鍏徃鑲′笢鐨勬墸闄ら潪缁忓父鎬ф崯鐩婄殑鍑€鍒╂鼎涓?/span>1.63浜垮厓锛屽幓骞村悓鏈熶负-1.58浜垮厓锛涚粡钀ユ椿鍔ㄤ骇鐢熺殑鐜伴噾娴侀噺鍑€棰濅负2.00浜垮厓銆?/span>
涓栫邯鍗庨€氾紙鑲＄エ绠€绉?/span>鈥?/span>ST鍗庨€氣€濓紝002602.SZ锛?/span>2024骞村勾搴︽姤鍛婃樉绀猴紝涓栫邯鍗庨€氭姤鍛婃湡鍐呰惀涓氭€绘敹鍏ヤ负226.20浜垮厓锛屽悓姣?/span>澧為暱70.27%锛涘綊灞炰簬涓婂競鍏徃鑲′笢鐨勫噣鍒╂鼎涓?/span>12.13浜垮厓锛屽悓姣斿闀?/span>131.51%锛涘綊灞炰簬涓婂競鍏徃鑲′笢鐨勬墸闄ら潪缁忓父鎬ф崯鐩婄殑鍑€鍒╂鼎涓?/span>16.43浜垮厓锛屽悓姣斿闀?/span>290.20%銆?/span>
涓栫邯鍗庨€?/span>2025骞翠竴瀛ｅ害鎶ュ憡鏄剧ず锛屼笘绾崕閫?/span>鎶ュ憡鏈熷唴钀ヤ笟鎬绘敹鍏ヤ负81.45浜垮厓锛屽悓姣斿闀?/span>91.12%锛涘綊灞炰簬涓婂競鍏徃鑲′笢鐨勫噣鍒╂鼎涓?/span>13.50浜垮厓锛屽悓姣斿闀?/span>107.20%锛涘綊灞炰簬涓婂競鍏徃鑲′笢鐨勬墸闄ら潪缁忓父鎬ф崯鐩婄殑鍑€鍒╂鼎涓?/span>13.46浜垮厓锛屽悓姣斿闀?/span>107.95%銆?/span>
涓変竷浜掑ū锛?/span>002555.SZ锛?/span>2024骞村勾搴︽姤鍛婃樉绀猴紝涓変竷浜掑ū鎶ュ憡鏈熷唴钀ヤ笟鎬绘敹鍏ヤ负174.41浜垮厓锛屽悓姣斿闀?/span>5.40%锛涘綊灞炰簬涓婂競鍏徃鑲′笢鐨勫噣鍒╂鼎涓?/span>26.73浜垮厓锛屽悓姣斿闀?/span>0.54%锛涘綊灞炰簬涓婂競鍏徃鑲′笢鐨勬墸闄ら潪缁忓父鎬ф崯鐩婄殑鍑€鍒╂鼎涓?/span>25.91浜垮厓锛屽悓姣斿闀?/span>3.76%銆?/span>
锛堣矗浠荤紪杈戯細寰愯嚜绔嬶級
