Ⅰ 娉涙捣鎺ц偂鑲＄エ浠ｇ爜鏄澶氬皯锛
浣犲ソ锛岀幇鍦ㄦ硾娴锋帶鑲＄殑鑲＄エ浠ｇ爜鏄锛000046锛屼綘涔熷彲涓嬭浇鑲＄エ杞浠剁洿鎺ユ悳绱㈠悕瀛楁煡璇銆
Ⅱ 澶ч噾铻嶆澘鍧楁棭鐩樺紓鍔
鎹鏈鏂版秷鎭鏄剧ず锛屽ぇ閲戣瀺鏉垮潡鏃╃洏寮傚姩锛屾皯鐢熸帶鑲★紙000416锛夌洿绾垮皝鏉匡紝鏂板姏閲戣瀺锛600318锛夎偂浠峰ぇ娑4%锛屽畨淇′俊鎵橈紙600816锛夌瓑涓鑲′篃鏈変寒鐪肩殑琛ㄧ幇銆傞偅涔堬紝澶ч噾铻嶆澘鍧楄偂绁ㄦ湁鍝浜涘憿锛熶笅闈㈠皬缂栧氨缁欏ぇ瀹剁畝鍗曠殑浠嬬粛涓浜涘惂銆
姘戠敓鎺ц偂锛000416锛夛細姘戠敓鎺ц偂鐨勬帶鑲¤偂涓滀负鍒涚珛浜1985骞寸殑涓鍥芥硾娴锋帶鑲￠泦鍥㈡湁闄愬叕鍙搞傛埅鑷2017骞12鏈堬紝涓鍥芥硾娴锋昏祫浜ц勬ā杈惧埌3167.85浜垮厓銆傛皯鐢熸帶鑲¤繎鏃ュ彂甯2019骞寸涓瀛ｅ害鎶ュ憡锛屽叕鍛婃樉绀猴紝鎶ュ憡鏈熷唴瀹炵幇钀ユ敹13锛415锛608.48鍏冿紝鍚屾瘮涓嬫粦18.23%锛涘綊灞炰簬涓婂競鍏鍙歌偂涓滅殑鍑鍒╂鼎7锛467锛937.51鍏冿紝鍚屾瘮澧為暱125.93%銆
鏂板姏閲戣瀺锛600318锛夛細鏂板姏閲戣瀺鎵浠庝簨鐨勪富瑕佷笟鍔℃湁铻嶈祫鎷呬繚銆佸皬棰濊捶娆俱佸吀褰撱佽瀺璧勭熻祦鍜岀綉璐蜂俊鎭涓浠嬫湇鍔°4鏈16鏃ワ紝鏂板姏閲戣瀺锛600318锛夋ｅ紡鍙戝竷浜2019骞寸涓瀛ｅ害鎶ュ憡锛屽叕鍛婃樉绀猴紝鎶ュ憡鏈熷唴瀹炵幇钀ユ敹1.31浜垮厓锛屽悓姣斾笅婊5.58%锛涘綊灞炰簬涓婂競鍏鍙歌偂涓滅殑鍑鍒╂鼎2101.44涓囧厓锛屽悓姣斿為暱19.1%銆
瀹変俊淇℃墭锛600816锛夛細瀹変俊淇℃墭鑲′唤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锛屽墠韬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骞达紝1992骞磋浆鍒朵负鑲′唤鏈夐檺鍏鍙革紝1994骞村湪涓婃捣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姤锛2019骞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噾铻嶆澘鍧楄偂绁ㄧ殑涓浜涗粙缁嶄簡锛屽笇鏈涜兘澶熺粰浜堝皬浼欎即浠涓浜涘府鍔┿傚煎緱涓鎻愮殑鏄锛2019骞村ぇ閲戣瀺鏉垮潡鑲＄エ杩樻湁锛氬疂寰疯偂浠斤紙鑲＄エ浠ｇ爜锛300023锛夊畨淇′俊鎵橈紙鑲＄エ浠ｇ爜锛600816锛夈佺豢搴鎶曡祫锛堣偂绁ㄤ唬鐮侊細600695锛夌瓑銆
Ⅲ 娉涙捣鎺ц偂鏄浠涔堝叕鍙
?涓鍥芥硾娴锋帶鑲￠泦鍥㈡槸浠ユ埧鍦颁骇涓轰富涓氱殑澶氬厓閲戣瀺鍏鍙搞傛硾娴锋帶鑲¤偂浠芥湁闄愬叕鍙告垚绔嬩簬1989骞达紝浜1994骞村湪娣卞湷璇佸埜浜ゆ槗鎵鎸傜墝涓婂競锛岃屼笟鍒嗙被涓衡滈噾铻嶄笟鈥濈殑瀛愯屼笟鈥滃叾浠栭噾铻嶄笟鈥濓紝鑲＄エ浠ｇ爜锛000046銆
涓昏佷笟鍔℃兜鐩栨埧鍦颁骇銆佸熀纭璁炬柦寤鸿俱侀摱琛屻佷繚闄┿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＄悊鍜岃祫鏈缁忚惀銆佺墿璧勮锤鏄撱佹秷闃茬數瀛愩侀厭搴椼佺墿涓氱＄悊绛夎稿氶嗗煙銆
鍦ㄥ湴浜т笟鍔￠嗗煙锛屾硾娴锋帶鑲″凡褰㈡垚闆嗚勫垝璁捐°佸紑鍙戝缓璁俱佸晢涓氱＄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颁簡甯冨眬锛屽湡鍦板偍澶囪緝涓哄厖瓒充笖鎴愭湰浼樺娍鏄庢樉锛屽叾涓鏍稿績璧勬簮姝︽眽涓澶鍟嗗姟鍖洪」鐩瀹氫綅涓烘︽眽鈥滈噾铻嶅煄鈥濄佲滃尯鍩熼噾铻嶄腑蹇冩牳蹇冮泦鑱氬尯鈥濄
鍦ㄩ噾铻嶄笟鍔￠嗗煙锛屾槸娉涙捣鎺ц偂缁忚繃杩戝嚑骞寸殑绯荤粺甯冨眬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櫓绛夋牳蹇冮噾铻嶅钩鍙帮紝鎷ユ湁杈冧负涓板瘜鐨勯噾铻嶄笟鍔＄粡钀ヨ祫璐锛岄噾铻嶆湇鍔′綋绯讳笉鏂鍋ュ叏锛屼负骞垮ぇ瀹㈡埛鎻愪緵閲戣瀺澧炲兼湇鍔＄殑鑳藉姏鎸佺画鎻愬崌銆
灏忕紪褰掔撼锛岄氳繃浠ヤ笂鍏充簬娉涙捣鎺ц偂鏄浠涔堝叕鍙稿唴瀹逛粙缁嶅悗锛岀浉淇″ぇ瀹朵細瀵规硾娴锋帶鑲℃槸浠涔堝叕鍙告湁涓鏂扮殑浜嗚В锛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)
骞冲潎涓婃定1%锛岃偂浠蜂笂娑ㄧ殑鏈53鍙锛屾定骞呭眳鍓嶇殑鏈変腑鍥介摱娌炽佹硾娴锋帶鑲°佷腑澶╅噾铻嶃佺孩濉旇瘉鍒搞佷腑鍥藉钩瀹夌瓑銆傝偂浠蜂笅璺岀殑鏈3鍙锛岃穼骞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皬缂栧甫鏉ュ寳浜ゆ墍鍗佸ぇ榫欏ご鑲★紝澶у朵竴璧锋潵鐪嬬湅鍚,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″缓鎶(601066):鍏鍙镐綅浜庡寳浜锛屼富瑕佷粠浜嬫姇璧勯摱琛屻佽储瀵岀＄悊銆佷氦鏄撳強鏈烘瀯瀹㈡埛鏈嶅姟鍜岃祫浜х＄悊銆2021骞达紝鍏鍙稿疄鐜拌惀鏀123.26浜垮厓锛屽噣鍒╂鼎45锛291.256涓囧厓锛屽悓姣斿為暱-1.08%銆
2銆丆ICC(601995):浣嶄簬鍖椾含锛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柟浣嶃佷竴绔欏紡鍏ㄦ柟浣嶇殑鎶曡祫閾惰屾湇鍔°2021骞翠腑鎶ワ紝鍏鍙歌惀鏀144.61浜垮厓锛屽噣鍒╂鼎500锛702.83涓囧厓锛屽悓姣斿為暱64.07%銆
3銆佷腑鍥介摱娌(601881):鍏鍙镐綅浜庡寳浜锛屼富瑕佹彁渚涚粡绾銆侀攢鍞涓庝氦鏄撱佹姇璧勯摱琛屻佹姇璧勭＄悊绛夌患鍚堣瘉鍒告湇鍔°2021骞翠腑鎶ワ紝鍏鍙歌惀鏀151.4浜垮厓锛屽噣鍒╂鼎425锛488.86涓囧厓锛屽悓姣斿為暱19.77%銆
4銆丼DIC棣栧垱(600061):鍏鍙镐綅浜庡寳浜锛屼富瑕佹彁渚涜瘉鍒哥粡绾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骞翠腑鎶ワ紝鍏鍙歌惀鏀6.04浜垮厓锛屽噣鍒╂鼎269062.52涓囧厓锛屽悓姣斿為暱17.30%銆
5銆佷笢鍏磋瘉鍒(601198):鍏鍙镐綅浜庡寳浜锛屼富钀ヨ瘉鍒哥粡绾涓氬姟;璇佸埜鎶曡祫鍜ㄨ;涓庤瘉鍒镐氦鏄撳拰璇佸埜鎶曡祫娲诲姩鏈夊叧鐨勮储鍔￠【闂绛夈2021骞翠腑鎶ワ紝鍏鍙歌惀鏀25.79浜垮厓锛屽噣鍒╂鼎7306.07涓囧厓锛屽悓姣斿為暱-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▼绯汇佺數瀛愮郴銆佸伐绋嬬墿鐞嗙郴銆佺儹鑳藉伐绋嬬郴銆佸缓绛戞妧鏈绯汇佺幆澧冨﹂櫌銆佹潗鏂欑戝︿笌宸ョ▼绯汇佽嚜鍔ㄥ寲绯汇佸井鐢靛瓙鐮旂┒鎵绛夈傚湪娓呭崕澶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″缓鎶(601066)锛氭埅鑷冲彂绋匡紝涓淇″缓鎶(601066)娑0.2%锛屾姤24.700鍏冿紝鎴愪氦棰3.56浜垮厓锛屾崲鎵嬬巼0.38%锛屾尟骞呮定0.2%銆傝储鎶ユ樉绀猴紝2022骞寸涓夊ｅ害锛屾瘡鑲℃敹鐩0.23鍏冦
5銆佷腑閲戝叕鍙(601995)锛11鏈25鏃ユ秷鎭锛屼腑閲戝叕鍙告埅鑷充笅鍗堜笁鐐规敹鐩橈紝璇ヨ偂娑2.08%锛屾姤38.330鍏冿紝5鏃ュ唴鑲′环涓婃定2.48%锛屾诲競鍊间负1850.29浜垮厓銆備腑閲戝叕鍙稿彂甯2022骞寸涓夊ｅ害璐㈡姤锛屽疄鐜拌惀涓氭敹鍏72.62浜垮厓锛屽悓姣斿為暱0.51%锛屽綊姣嶅噣鍒╂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)锛11鏈25鏃ユ秷鎭锛屽浗娉板悰瀹夋埅鑷15鐐癸紝璇ヨ偂娑0.73%锛屾姤13.880鍏;5鏃ュ唴鑲′环涓婃定1.37%锛屽競鍊间负1236.25浜垮厓銆傝储鎶ユ樉绀猴紝2022骞寸涓夊ｅ害锛屾瘡鑲℃敹鐩0.22鍏冦
7銆佸箍鍙戣瘉鍒(000776)锛氬箍鍙戣瘉鍒(000776)娑1.5%锛屾姤15.580鍏冿紝鎴愪氦棰8.87浜垮厓锛屾崲鎵嬬巼0.96%锛屾尟骞呮定1.5%銆傝储鎶ユ樉绀猴紝2022骞寸涓夊ｅ害锛屾瘡鑲℃敹鐩0.12鍏冦
8銆佸崕娉拌瘉鍒(601688)锛11鏈25鏃ュ紑鐩樻渶鏂版秷鎭锛屽崕娉拌瘉鍒5鏃ュ唴鑲′环涓婃定2%锛屾埅鑷虫敹鐩橈紝璇ヨ偂鎶13.000鍏冩定1.33%銆傚崕娉拌瘉鍒稿彂甯2022骞寸涓夊ｅ害璐㈡姤锛屽疄鐜拌惀涓氭敹鍏74.52浜垮厓锛屽悓姣斿為暱-14.09%锛屽綊姣嶅噣鍒╂鼎24.46浜匡紝鍚屾瘮-25.39%;姣忚偂鏀剁泭涓0.26鍏冦
9銆佹捣閫氳瘉鍒(600837)锛11鏈25鏃ヨ鎭锛屾捣閫氳瘉鍒3鏃ュ唴鑲′环涓婃定0.34%锛屽競鍊间负1149.65浜垮厓锛屾定0.8%锛屾渶鏂版姤8.800鍏冦傛捣閫氳瘉鍒稿彂甯2022骞寸涓夊ｅ害璐㈡姤锛屽疄鐜拌惀涓氭敹鍏68.34浜垮厓锛屽悓姣斿為暱-39.88%锛屽綊姣嶅噣鍒╂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)锛11鏈25鏃ユ秷鎭锛屾嫑鍟嗚瘉鍒7鏃ュ唴鑲′环涓嬭穼1.9%锛屾埅鑷15鐐癸紝璇ヨ偂鎶13.150鍏冿紝娑1%锛屾诲競鍊间负1143.59浜垮厓銆傛嫑鍟嗚瘉鍒稿彂甯2022骞寸涓夊ｅ害璐㈡姤锛屽疄鐜拌惀涓氭敹鍏46.77浜垮厓锛屽悓姣斿為暱-37.14%锛屽綊姣嶅噣鍒╂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锛屾垚绔嬩簬1995骞达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粡绾涓氬姟鑲＄エ銆佸熀閲戜氦鏄撶瓑涓氬姟棰嗗煙澶勪簬棰嗗厛鍦颁綅锛屽叿鏈変紒涓氬勾閲戝熀閲戞姇璧勭＄悊浜鸿祫鏍间紒涓氥
2銆佹捣閫氳瘉鍒(鑲＄エ浠ｇ爜600837)
娴烽氳瘉鍒歌偂浠芥湁闄愬叕鍙革紝鍗佸ぇ璇佸埜鍝佺墝锛屼簬1988骞达紝鍥藉唴PE鎶曡祫棰嗗煙鐨勯嗗厛鍝佺墝锛屽浗鍐呮垚绔嬭緝鏃┿佺患鍚堝疄鍔涙渶寮虹殑澶у瀷鍒稿晢涔嬩竴锛屼互璇佸埜涓烘牳蹇冿紝涓氬姟娑电洊鏈熻揣銆佺洿鎺ヨ偂鏉冩姇璧勩佸熀閲戝拰铻嶈祫绉熻祦绛夊氫釜涓氬姟棰嗗煙鐨勯噾铻嶆帶鑲￠泦鍥銆
3銆佸箍鍙戣瘉鍒(鑲＄エ浠ｇ爜000776)
骞垮彂璇佸埜鑲′唤鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍝佺墝锛屽嬩簬1991骞达紝鍥藉唴棣栨壒缁煎悎绫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偂闆嗗洟锛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画棰嗗厛銆
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′唤鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍏鍙革紝濮嬩簬1993骞达紝瑙勬ā澶/缁忚惀鑼冨洿瀹/缃戠偣鍒嗗竷骞跨殑璇佸埜鍏鍙革紝鍥藉唴棰嗗厛鐨勭患鍚堥噾铻嶆湇鍔″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′唤鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍝佺墝锛屼笂甯傚叕鍙革紝鎴愮珛浜1992骞达紝鐧惧勾鎷涘晢灞鏃椾笅鐨勯噾铻嶈瘉鍒搁嗗煙榫欏ご浼佷笟锛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′唤鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍝佺墝锛屾垚绔嬩簬1991骞达紝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铻嶆湇鍔″晢锛岃緝鏃╄幏寰楀垱鏂拌瘯鐐硅祫鏍肩殑缁煎悎鎬ц瘉鍒搁泦鍥銆
7銆佺敵涓囧畯婧(鑲＄エ浠ｇ爜000166)
鐢充竾瀹忔簮闆嗗洟鑲′唤鏈夐檺鍏鍙革紝鍗佸ぇ鍒稿晢锛岀敱鐢抽摱涓囧浗璇佸埜鍜屽畯婧愯瘉鍒稿悎骞惰屾垚锛屾繁浜ゆ墍涓婂競鍏鍙革紝缁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瀷缁煎悎璇佸埜鍏鍙搞
8銆侀摱娌宠瘉鍒(鑲＄エ浠ｇ爜601881)
涓鍥介摱娌宠瘉鍒歌偂浠芥湁闄愬叕鍙革紝鍗佸ぇ璇佸埜鍝佺墝锛屽叏鍥芥х患鍚堢被璇佸埜鍏鍙革紝涓鍥芥渶浣冲哄埜鎵块攢鍟嗕箣涓锛屼腑鍥借瘉鍒歌屼笟棰嗗厛鐨勭患鍚堟ч噾铻嶆湇鍔℃彁渚涘晢锛屾彁渚涚粡绾銆侀攢鍞鍜屼氦鏄撱佹姇璧勯摱琛岀瓑缁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′唤鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍝佺墝锛屽嬩簬1989骞达紝婧愯捣浜庝腑鍥借瘉鍒稿競鍦鸿緝鏃╃殑涓夊惰惀涓氶儴涔嬩竴鐨勬繁鍦冲浗鎶曡瘉鍒镐笟鍔￠儴锛屽叏鍥芥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缁澶氬勾棰嗗厛銆
10銆佷腑淇″缓鎶(鑲＄エ浠ｇ爜601066)
涓淇″缓鎶曟湡璐х粡绾鏈夐檺鍏鍙革紝鍗佸ぇ璇佸埜鍝佺墝锛屼腑鍥借瘉鐩戜細鎵瑰噯璁剧珛鐨勫叏鍥芥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