paµç×Ó¹Ù·½ÍøÕ¾

Òþ˽Õþ²ß
ллÄú»á¼ûpaµç×Ó¹Ù·½ÍøÕ¾ÍøÒ³£¡paµç×Ó¹Ù·½ÍøÕ¾ÖØÊÓÄúµÄÒþ˽ £¬ÄúµÄÐÅÈζÔÎÒÃÇÖÁ¹ØÖ÷Òª £¬ÎÒÃÇÉî֪СÎÒ˽¼ÒÐÅÏ¢¶ÔÄúµÄÖ÷ÒªÐÔ¡£
ÎÒÃǽ«Æ¾Ö¤Ö´ÂÉÀýÔòÒªÇó £¬ÔÚºÏÀíºÍÐëÒªµÄ¹æÄ£ÄÚÏòÄúÍøÂçСÎÒ˽¼ÒÐÅÏ¢¡£
ËùÓÐÔÞ³É ËùÓоܾø
Ͷ×ÊÕßÍÆ½é
Ͷ×ÊÕßÍÆ½é
Investor recommendation
½üÆÚ·ÑÝ
Recent roadshow
paµç×Ó¹Ù·½ÍøÕ¾2021Äê°ëÄê¶ÈÒµ¼¨ËµÃ÷»á
2021-08-26
ÒÑ¿¢ÊÂ
ÖÒÊµÊØÐÅ ×öÊÜ×ðÖØµÄÉÏÊй«Ë¾--Éî½»Ëù¡°×ß½øpaµç×Ó¹Ù·½ÍøÕ¾¡±
2021-05-21
»Ø·ÅÖÐ
paµç×Ó¹Ù·½ÍøÕ¾-¡°Èý´´¡±¡°ËÄС±Ëµ¡ª¡ªÕûÌåÒµ¼¨ËµÃ÷»á
2021-05-14
»Ø·ÅÖÐ
paµç×Ó¹Ù·½ÍøÕ¾(300888) ¡¤ 2020ÄêÈý¼¾±¨Òµ¼¨½»Á÷»á
2020-10-28
ÒÑ¿¢ÊÂ
paµç×Ó¹Ù·½ÍøÕ¾Ð¹ɿ¯ÐÐÉÏÊÐÒÇʽ
2020-09-17
»Ø·ÅÖÐ
paµç×Ó¹Ù·½ÍøÕ¾Ê״ιûÕæ¿¯ÐÐ¹ÉÆ±²¢ÔÚ´´Òµ°åÉÏÊÐÍøÉÏ·ÑÝ
2020-09-04
»Ø·ÅÖÐ
µ÷ÑÐ
Research report
»¥¶¯ÎÊ´ð
Ininfo.com.cn
  • ¶­ÃØÄúºÃ£¡Ìֽ̹ó˾¶Ô½òÁºÉúÑĺÍÈ«ÃÞʱ´úµÄ¶¨Î»Õ½ÂÔÊÇʲô£¿Î´À´ÊÇ·ñ»áÓÐÒâÀ©´óÆäÔÚ¹ó˾ÖеÄÓªÊÕ±ÈÀý£¿ÁíÍâ·ÀÒß²úƷëÀûÂÊÔÚºóÒßÇéʱÆÚÊÇ·ñ»á´ó·ùϽµ£¿
    ×ðÖØµÄͶ×ÊÕß £¬ÄúºÃ£¡Ð»Ð»Äú¶Ôpaµç×Ó¹Ù·½ÍøÕ¾£¨300888£©µÄ¹Ø×¢£¡È«ÃÞʱ´úÒÔ¡°Ò½Ñ§Ìù½üÉúÑÄ £¬È«Ã޺ǻ¤¿µ½¡¡±ÎªÆ·ÅÆÖ÷ÕÅ £¬ÒÔ¡°Ò½ÁÆÅä¾°¡¢È«ÃÞÀíÄƷÖÊ»ùÒò¡±Îª½¹µã¾ºÕùÁ¦µÄ¿µ½¡ÉúÑÄÆ·ÅÆ £¬È«ÃÞʱ´úµÄÔ¸¾°ÊÇ¡°È«Ã޸ıäÌìÏ¡± £¬½«ÃÞ»¨¡°Ìñ¾²¡¢¿µ½¡¡¢»·±£¡±µÄÌØµãÓ¦ÓõּҾӺͼÒÍ¥Õչ˻¤Ê¿·½Ãæ £¬×ÊÖúÈËÃÇÌá¸ßÉúÑÄÆ·ÖÊ £¬°Ñ¡°ÐÒ¸£¸Ð¡¢¶¨ÐĺͿÉÒ»Á¬¡±´ø¸øÏûºÄÕß¡£È«ÃÞʱ´ú¼á³Ö¡°Ò»¶äÃÞ»¨¡¢Ò»ÖÖÏËά¡±µÄı»®Æ«Ïò £¬¼á³Ö¿ª·¢¿ÉÑ­»·¡¢¿ÉÔÙÉú×ÊÔ´ £¬ÓÃ×ÔÈ»ÏËάÖð²½Ìæ»»»¯Ñ§ÏËά £¬×ß¿ÉÒ»Á¬Éú³¤õè¾¶ £¬³ä·ÖÑéÕ¹³öÃÞÏËάµÄʹÓüÛÖµºÍ»·±£¼ÛÖµ¡£
    ½òÁºÉúÑÄÒÔ¡°ÈȰ®×ÔÈ»¡¢± £»¤×ÔÈ»¡¢ÏíÊÜ×ÔÈ»¡±ÎªÔ¸¾° £¬¼á³Ö°®ÃÀ¶ø²»ÎþÉü¿µ½¡¡¢¿µ½¡ÔòÊÇÃÀÖ®»ù´¡ £¬ÔÚÈ«ÇòÌôÑ¡×ÔÈ»µÄÃÀױϴ»¤ÓÃÆ·¡¢¿µ½¡µÄʳÎïºÍ±£½¡Æ·¡¢¼«¼ÑÌåÑé¸ÐµÄ3CºÍ¿µ½¡Æ÷²ÄµÄͬʱ £¬×ÔÖ÷Ñз¢¾ßÓпª´´ÐÔºÍÁ¢ÒìÐÔµÄ×ÔÈ»²úÆ· £¬ÒÔ²úÆ·µÄÊÊÓÃÐÔºÍÇå¾²¸ÐÓ®µÃÏûºÄÕßµÄÐÅÈÎ £¬Öª×ã¼È×·ÇóÆ·ÖÊÉúÑÄÓÖÈȰ®¿µ½¡»·±£µÄÏûºÄÕßµÄÐèÇó¡£
    Ëæ×ÅÒßÇéÔÚº£ÄÚ»ñµÃÓÐÓÿØÖÆ £¬È«Çò¼²¿Ø·À»¤Îï×ʹ©Ó¦¸»×ã £¬·ÀÒß²úÆ·ÏúÊÛ¼ÛÇ®Öð²½»á»Ø¹é³£Ì¬ £¬Ïà¹ØÊý¾ÝÇë¹Ø×¢¹«Ë¾¼´½«Åû¶µÄ°ëÄ걨¡£
  • ÓªÒµÊÕÈë΢½µ £¬ÀûÈóÊÕÈëÃͽµ £¬ÊDzÆÎñ°Ñ˰ÊÕ £¬»úеÕ۾ɶ¼ÔÚÉϰëÄê°ÑÕûÄêµÄ¼ÆÌáÁ˰É
    ×ðÖØµÄͶ×ÊÕß £¬ÄúºÃ£¡Ð»Ð»Äú¶Ôpaµç×Ó¹Ù·½ÍøÕ¾£¨300888£©µÄ¹Ø×¢£¡±¾¹«Ë¾ÑÏ¿áÆ¾Ö¤»á¼Æ×¼ÔòºÍ»á¼ÆÕþ²ßµÄ»®¶¨¼ÆÌáÕÛ¾É £¬Æ¾Ö¤È¨Ô𱬷¢ÖƼÆÌá¸÷Ïî˰·Ñ £¬°ëÄ걨½«ÔÚ±¾ÖÜÄ©Ðû²¼ £¬½Ó´ýÄú²éÔÄ £¬Ð»Ð»£¡
  • ¹ó¹«Ë¾ÊÇ·ñÔÚ¶¶ÒôÉÏÓÐÖ±²¥´ø»õ£¿
    ×ðÖØµÄͶ×ÊÕß £¬ÄúºÃ£¡Ð»Ð»Äú¶Ôpaµç×Ó¹Ù·½ÍøÕ¾£¨300888£©µÄ¹Ø×¢ÓëÖ§³Ö£¡È«ÃÞʱ´úÔÚ¶¶Òôƽ̨Óйٷ½Æì½¢µêºÍÖ±²¥¼ä £¬Éú³¤ÇéÐνϺà £¬½Ó´ý¹Ø×¢¡£
  • Ìֽ̹«Ë¾µÄÓ¤¶ùÖ½Äò²¼²úÆ·ÓÐÎÞÕ½ÂÔÔ¶¾°£¿Æ¾Ö¤Å·î£¹ú¼ÊµÄÊý¾Ý £¬2019ÄêÓ¤¶ùÖ½Äò²¼ÁãÊÛÊг¡ÖÐǰÎå´ó»®·ÖÊDZ¦½à¡¢»¨Íõ¡¢½ð°ÛÀû¡¢ÓÈÄݼѡ¢´óÍõ £¬È«ÃÞʱ´úµÄÓ¤¶ùÖ½Äò²¼²úÆ·ÔÝδ½øÈëÏúÊÛǰÎå´óÆ·ÅÆ¡£
    ×ðÖØµÄͶ×ÊÕß £¬ÄúºÃ£¡Ð»Ð»Äú¶Ôpaµç×Ó¹Ù·½ÍøÕ¾£¨300888£©µÄ¹Ø×¢ÓëÖ§³Ö£¡È«ÃÞʱ´ú¾ß±¸Í»³öµÄĸӤÊôÐÔ £¬ÎÒÃÇÒ»Ö±¼á³Ö×ö100%È«ÃÞÃæ²ãµÄÃÞÄò¿ã £¬ÓëÐÐÒµ¹Å°å»¯ÏËÃæ²ãÖ½Äò¿ãÓнϴóµÄÇø±ð¡£Ëæ×ÅÓû§¶Ô×ÔÈ»¸ßÆ·ÖʵÄÐèÇóÔöÌí £¬ÏàÐÅÎÒÃǵÄÃÞÄò¿ãÓû§»áÒ»Ö±À©´ó¡£
  • ¹«Ë¾ÊÕ¹º×ÏÖñÈ齺½øÈëºìº£±ÜÔÐÌ×ÐÐÒµ £¬¹«Ë¾¶ÔÕâ¸öºìº£Êг¡µÄ¾ºÕùÃûÌÃÊÇÔõÑùÅжϵÄÄØ£¿Î´À´¶ÔÕâ¿éÓªÒµµÄÔ¶ÆÚı»®Ä¿µÄÊǼ¸¶à£¿
    ×ðÖØµÄͶ×ÊÕß £¬ÄúºÃ£¡Ð»Ð»Äú¶Ôpaµç×Ó¹Ù·½ÍøÕ¾£¨300888£©µÄ¹Ø×¢ÓëÖ§³Ö£¡¹«Ë¾ÊÕ¹º¹ðÁÖÈ齺Ö÷Òª¿´ÖصÄÊÇÊÖÊõÊÖÌײúÆ· £¬¹ØÓÚ±ÜÔÐÌ× £¬ÎÒÃÇÏàÐÅͨ¹ýpaµç×Ó¹Ù·½ÍøÕ¾ÁãÊ۶˵ÄÇþµÀ¡¢Óû§ºÍÓªÏúÄܹ»¸³ÄÜÆäÓªÒµ¡£
  • Çë¹ó¹«Ë¾¼òÒªÏÈÈÝһϹó¹«Ë¾2021ÄêÓªÊÕÇéÐÎ
    ×ðÖØµÄͶ×ÊÕß £¬ÄúºÃ£¡Ð»Ð»Äú¶Ôpaµç×Ó¹Ù·½ÍøÕ¾£¨300888£©µÄ¹Ø×¢ÓëÖ§³Ö£¡ ƾ֤¹«Ë¾Åû¶µÄ¡¶2021ÄêÄê¶È±¨¸æ¡· £¬¹«Ë¾2021ÄêʵÏÖÓªÒµÊÕÈë80.37ÒÚÔª¡£
  • Ìֽ̹«Ë¾¾»ÀûÈóÔöËÙÒ»Á¬¶à¸ö±¨¸æÆÚ¶¼ÊÇͬ±ÈϽµ £¬¹«Ë¾ÓÐʲô²½·¥À´¸ÄÉÆ¹«Ë¾Ä±»® £¬ÌáÉý¹«Ë¾Òµ¼¨Âð£¿
    ×ðÖØµÄͶ×ÊÕß £¬ÄúºÃ£¡Ð»Ð»Äú¶Ôpaµç×Ó¹Ù·½ÍøÕ¾£¨300888£©µÄ¹Ø×¢ÓëÖ§³Ö£¡Æ¾Ö¤¹«Ë¾Åû¶µÄ2022Äê°ëÄê¶ÈÒµ¼¨Ô¤¸æÍ¨¸æ £¬2022Äê1-6Ô £¬¹«Ë¾ÊµÏÖ¹éÊôÓÚÉÏÊй«Ë¾¹É¶«µÄ¾»ÀûÈó8.6ÒÚÔª~9.0ÒÚÔª £¬Í¬±ÈÔöÌí13%~18% £»2022ÄêµÚ¶þ¼¾¶È £¬¹«Ë¾ÊµÏÖ¹éÊôÓÚÉÏÊй«Ë¾¹É¶«µÄ¾»ÀûÈó5.0ÒÚÔª~5.4ÒÚÔª £¬Í¬±ÈÔöÌí79%~93%¡£ÆäÖÐ £¬2022ÄêµÚÒ»¼¾¶È¼°2021Äê¶ÈµÈ±¨¸æÆÚÀûÈóÔöËÙͬ±ÈϽµ £¬ÆäÖ÷ÒªÔµ¹ÊÔ­ÓÉÊÇ2021ÄêµÚÒ»¼¾¶È¼°2020Äê¶È³ö¿ÚÍâÑóµÄ·ÀÒß²úÆ·¼ÛÇ®½Ï¸ß £¬Ê¹µÃ¹«Ë¾ÉÏÄêͬÆÚÒ½ÓúIJÄÓªÒµµÄÀûÈó¶î»ùÊý½Ï¸ßËùÖ¡£
  • ÏÖÔÚÃÞ»¨¼ÛÇ®´ó·ù¶ÈϽµ30-40% £¬Ìֽ̹«Ë¾×îдæ»õÖÜתÌìÊýÊǼ¸¶à£¿Èý¼¾¶ÈëÀûÂÊ»á½øÒ»²½Ìá¸ßÂð£¿
    ×ðÖØµÄͶ×ÊÕß £¬ÄúºÃ£¡Ð»Ð»Äú¶Ôpaµç×Ó¹Ù·½ÍøÕ¾£¨300888£©µÄ¹Ø×¢ÓëÖ§³Ö£¡¹«Ë¾¿â´æÖÜתÂÊÂÔÓÐÌáÉý £¬ÏêϸÊý¾ÝÇë¹Ø×¢¹«Ë¾½«ÓÚ2022Äê8Ô·ÝÅû¶µÄ2022Äê°ëÄê¶È±¨¸æ¡£
ÍøÕ¾µØÍ¼