1. 鐩稿叧鐨勯浂鍞榫欏ご鑲℃湁鍝涓錛
鐩稿叧鐨勯浂鍞榫欏ご鑲℃湁鍝涓錛
闆跺敭姒傚康鑲℃湁ST澶ч泦銆佹案杈夎秴甯傘佺帇搴滀簳銆佽鮑鍥鑲′喚銆佸崕鑱旂患瓚呫佸眳鐒朵箣瀹躲佸皬鍟嗗搧鍩庛佺編鍑榫欍佺櫨鑱旇偂浠姐丼T鏄撹喘絳83瀹朵笂甯傚叕鍙搞傞浂鍞榫欏ご鑲℃槸鍝鍑犲彧?涓嬮潰灝忕紪甯︽潵鐩稿叧鐨勯浂鍞榫欏ご鑲★紝澶у朵竴璧鋒潵鐪嬬湅鍚,甯屾湜鑳藉甫鏉ュ弬鑰冦
闆跺敭榫欏ご鑲′竴瑙
榫欏ご1銆佺孩鏃楄繛閿侊細鍏鍙鎬富钀ヤ笟鍔′負渚垮埄瓚呭競榪為攣緇忚惀銆
榫欏ご2銆佷腑浜氳偂浠斤細鍏鍙鎬富瑕佷粠浜嬫恫鎬侀熷搧鏅鴻兘鍖栧寘瑁呰懼囩殑鐮斿彂銆佸埗閫犲拰閿鍞銆
榫欏ご3銆佹眹鍢夋椂浠ｏ細鍏鍙鎬粠浜嬬櫨璐ч浂鍞涓氬姟銆
榫欏ご4銆佹案杈夎秴甯傦細鍏鍙鎬笟鍔℃湁榪為攣瓚呭競涓氬姟銆
榫欏ご5銆佹眹綰崇戞妧錛氬叕鍙鎬富瑕佷粠浜嬫秷璐硅屼負鏁版嵁鍒嗘瀽銆
2023騫存柊闆跺敭琛屼笟鑲＄エ榫欏ご鏈夛細
鍒涙柊鏂版潗600361錛氭柊闆跺敭榫欏ご鑲★紝鍏鍙告槸鍥藉唴鏈鏃╃粡钀ュぇ鍨嬬患鍚堣秴甯傜殑闆跺敭鍟嗕箣涓錛岀Н緔浜嗕赴瀵岀殑緇忚惀綆＄悊緇忛獙錛屽苟宸插艦鎴愪簡鑷钀+鑱旇惀+鍑虹+鍝佺墝寮鍙戝洓浣嶄竴浣撶殑鎴愮啛鐨勫晢涓氱泩鍒╂ā寮忋
鍗庤仈緇艱秴鍏鍙2021騫存昏惀涓氭敹鍏83.53浜匡紝姣涘埄鐜28.77%錛屽噣鍒╃巼-3.37%銆
5鏈12鏃ュ紑鐩樻秷鎮錛屽壋鏂版柊鏉愭渶鏂版姤5.160鍏冿紝璺1.53%銆傛垚浜ら噺352.22涓囨墜錛屾誨競鍊間負206.59浜垮厓銆
_ST鍟嗗煄600306錛氭柊闆跺敭榫欏ご鑲★紝
姣涘埄鐜54.63%錛屽噣鍒╃巼-69.37%錛2021騫存昏惀涓氭敹鍏1.52浜匡紝鍚屾瘮澧為暱-20.64%;鎵ｉ潪鍑鍒╂鼎-1.08浜匡紝鍚屾瘮澧為暱9.98%銆
5鏈12鏃ュ紑鐩樻秷鎮錛孲T鍟嗗煄鏈鏂版姤7.930鍏冿紝璺2.82%銆傛垚浜ら噺38.14涓囨墜錛屾誨競鍊間負18.36浜垮厓銆
鏈楀Э鑲′喚002612錛氭柊闆跺敭榫欏ご鑲★紝
鏈楀Э鑲′喚鍏鍙2021騫存昏惀涓氭敹鍏36.65浜匡紝姣涘埄鐜57.01%錛屽噣鍒╃巼6.16%銆
5鏈12鏃ユ秷鎮錛屾湕濮胯偂浠3鏃ュ唴鑲′環涓嬭穼0.75%錛屾渶鏂版姤25.400鍏冿紝璺0.9%錛屾垚浜ら2.32浜垮厓銆
鏂伴浂鍞琛屼笟鑲＄エ鍏朵粬鐨勮繕鏈夛細
鍚堣偉鐧捐揣000417錛氳繎5涓浜ゆ槗鏃ワ紝鍚堣偉鐧捐揣鏈熼棿鏁翠綋涓婃定0.79%錛屾渶楂樹環涓5.1鍏冿紝鏈浣庝環涓4.93鍏冿紝鎬誨競鍊間笂娑ㄤ簡3119.54涓囥
閫氱▼鎺ц偂000419錛氳繎5涓浜ゆ槗鏃ヨ偂浠蜂笂娑1.24%錛屾渶楂樹環涓5.67鍏冿紝鎬誨競鍊間笂娑ㄤ簡3805.08涓囥
姝﹀晢闆嗗洟000501錛氳繎5涓浜ゆ槗鏃ヨ偂浠蜂笅璺1.26%錛屾渶楂樹環涓11.57鍏冿紝鎬誨競鍊間笅璺屼簡1.08浜匡紝褰撳墠甯傚間負85.13浜垮厓
鍗佸ぇ鏂伴浂鍞鍏鍙告帓鍚(2023鍗佸ぇ鏂伴浂鍞鐑闂ㄥ搧鐗屾帓琛屾)
2023騫3鏈堟秷鎮錛氬痙鍕ゅ彂甯冧簡銆2023鍏ㄧ悆闆跺敭鍔涢噺銆嬫姤鍛娿備粖騫存滃崟鍏ュ洿闂ㄦ涗負44.78浜跨編鍏冿紝250瀹墮浂鍞浼佷笟2021璐㈠勾(2021騫7鏈-2022騫6鏈)鍏辮″疄鐜版敹鍏5.65涓囦嚎緹庡厓(綰﹀悎浜烘皯甯39.4涓囦嚎鍏)錛屽悓姣斿為暱8%銆備粠闆跺敭綾誨埆鏉ョ湅錛屽揩娑堝搧浼佷笟136瀹躲侀攢鍞紜浠跺拰浼戦棽浜у搧鏈57瀹躲佹湇瑁呭拰楗板搧闆跺敭鍟38瀹訛紝榪樻湁19瀹剁患鍚堝瀷浼佷笟銆備粠鍦板尯鍒嗗竷鏉ョ湅錛岀編鍥界戶緇楂樺眳絎涓錛屾湁71瀹朵紒涓氫笂姒;鍏舵℃槸鏃ユ湰27瀹躲佽嫳鍥19瀹躲佸痙鍥17瀹躲備腑鍥(鍚棣欐腐銆佸彴婀)鍏辨湁15瀹朵紒涓氬叆鍥達紝鍗庢鼎涓囧躲佺粺涓瓚呭晢銆佽佸嚖紲ャ佸浗緹庨浂鍞絳夋滀笂鏈夊悕銆傚叾涓7瀹惰坊韜玊OP100錛岄樋閲屾柊闆跺敭銆佸眻鑷ｆ皬銆佽嫃瀹併佸敮鍝佷細銆佹案杈夎秴甯傘佸懆澶х忓垎鍒鎺掑湪絎29銆54銆58銆67銆94銆98浣嶃
鍓嶅嶮澶ч浂鍞鍟嗚惀鏀舵誨拰杈懼埌1.92涓囦嚎緹庡厓錛屽崰鎬昏惀鏀剁殑34%銆傛帓鍦6-10浣嶄緷嬈℃槸鍏嬬綏鏍箋佷含涓溿佹矁鍗氳仈銆佸ゥ涔愰綈銆佸斿悏鐗癸紝闆跺敭钀ユ敹鍧囪秴榪囧崈浜跨編鍏冦傚叾涓錛屼含涓滃凡榪炵畫涓ゅ勾璺昏韓鍗佸己錛屽苟浠25.1%鐨勫為熸垚涓哄墠鍗佸悕涓澧為暱鏈蹇鐨勯浂鍞鍟嗐傛帓鍦ㄧ涓冧綅錛岃緝鍘誨勾涓婂崌2涓鍚嶆°傝繃鍘諱竴騫達紝灝界￠伃閬囪稿氭寫鎴橈紝浣嗗緱鐩婁簬鏃ョ敤鍝佺殑閿鍞鍜岄珮閫熷為暱鐨勭敤鎴瘋勬ā錛屼含涓滀粛鍙栧緱寮哄姴鐨勫為暱銆備笉浠呬笂綰誇簡鈥滀含涓滄柊鐧捐揣鈥濓紝灝嗘湇楗般佸眳瀹躲佺編濡嗙瓑鍟嗗搧鍜屾湇鍔¤兘鍔涜繘琛屾暣鍚堛傝繕榪涗竴姝ユ彁鍗囨暟鏅哄寲鑳藉姏錛屾帹鍑哄叏娓犻亾浜у搧鈥滀含涓滃皬鏃惰喘鈥濓紝涓哄叏鍥20澶氫竾瀹跺疄浣撻浂鍞闂ㄥ簵鎻愪緵鍗蟲椂闆跺敭鏈嶅姟銆傚幓騫村簳錛屽壋濮嬩漢鍒樺己涓滃己鍔垮洖褰掞紝褰兼椂浠栦弗鍘夋寚鍑猴紝浜涓滄ｅ湪閫愭笎澶卞幓浠鋒牸浼樺娍錛岀暀緇欐秷璐硅呪滆秺鏉ヨ秺璐碘濈殑鍗拌薄銆傗滃啀緇х畫涓嬪幓錛岃繜鏃╀細鎴愪負絎浜屼釜鑻忓畞銆傗濊繘鍏ュ壋涓氱浜屽嶮涓騫村ご錛屼綆浠峰皢鎴愪負浜涓滅殑涓誨熀璋冦傚氨鍦3鏈6鏃ワ紝澶囧彈鍏蟲敞鐨勭櫨浜胯ˉ璐撮戦亾鎻愬墠涓婄嚎錛6899鍏冨氨鑳戒拱鍒128G鐨剗Phone14Pro錛屾棩甯鎬環390鍏/鏀鐨勭邯姊靛笇鍙ｇ孩鍙瑕195鍏/鏀銆傛や婦鑳藉熷甫鏉ュ氬皯鐢ㄦ埛澧為暱鍜屼環鍊礆紝榪樻湁寰呰傚療銆
鍓嶄簲鍚嶆病鏈夊彂鐢熷彉鍔ㄣ傚跺緱瀹(TheHomeDepot)浠1511.57浜跨編鍏冪殑闆跺敭钀ユ敹鎺掑湪絎浜斾綅銆傝繖鏄鍏ㄧ悆鏈澶х殑瀹跺眳寤烘潗闆跺敭鍟嗭紝鎴愮珛榪勪粖宸叉湁45騫達紝涓氬姟閬嶅竷緹庡浗銆佸姞鎷垮ぇ鍜屽ⅷ瑗垮摜錛岄棬搴楁暟瓚呰繃2300瀹躲傛彁渚涘剁敤鐢靛櫒銆佸緩絳戞潗鏂欍佸湴鏉褲佺収鏄庛佸崼嫻寸瓑15涓鍝佺被銆佽秴榪100涓囩嶄駭鍝併傛ф床鏈澶х殑闆跺敭鍟嗘柦鐡﹁尐闆嗗洟(SchwarzGroup)鎺掑悕絎鍥涳紝2021璐㈠勾闆跺敭钀ユ敹涓1537.54浜跨編鍏冦傛棗涓嬫嫢鏈変袱澶у搧鐗岋細LIDL鎶樻墸搴椼並aufland榪為攣瓚呭競錛1涓囧氬墮棬搴楀垎甯冨湪33涓鍥藉/鍦板尯銆
闆跺敭涓氳偂紲ㄩ緳澶磋偂鎺掑悕
NO.1銆丼T澶ч泦錛335.37浜垮厓
鎴姝11鏃16鍒嗭紝ST澶ч泦鎶1.750鍏冿紝娑4.79%錛屾誨競鍊335.37浜垮厓銆
NO.2銆佹案杈夎秴甯傦細285.86浜垮厓
鎬誨競鍊285.86浜垮厓銆
NO.3銆佽鮑鍥鑲′喚錛272.34浜垮厓
11鏈22鏃ユ秷鎮錛岃鮑鍥鑲′喚寮鐩樻姤7鍏冿紝鎴鑷11鏃16鍒嗭紝璇ヨ偂璺0.57%錛屾姤7.000鍏冦傚綋鍓嶅競鍊272.34浜褲
NO.4銆佺帇搴滀簳錛269.91浜垮厓
11鏈22鏃ユ秷鎮錛岀帇搴滀簳寮鐩樻姤24鍏冿紝鎴鑷11鏃16鍒嗭紝璇ヨ偂璺0.84%錛屾姤23.780鍏冦傚綋鍓嶅競鍊269.91浜褲
NO.5銆佸崕鑱旂患瓚咃細258.23浜垮厓
11鏈22鏃ユ秷鎮錛屽崕鑱旂患瓚呭紑鐩樻姤6.47鍏冦傚綋鍓嶅競鍊258.23浜褲
NO.6銆佸眳鐒朵箣瀹訛細246.8浜垮厓
11鏈22鏃ユ秷鎮錛屽眳鐒朵箣瀹跺紑鐩樻姤3.77鍏冦傚綋鍓嶅競鍊246.8浜褲
NO.7銆佸皬鍟嗗搧鍩庯細241.39浜垮厓
11鏈22鏃ュ皬鍟嗗搧鍩庣洏涓娑堟伅錛7鏃ュ唴鑲′環涓嬭穼1.13%錛屼粖騫存潵娑ㄥ箙涓嬭穼-13.15%錛屾渶鏂版姤4.400鍏冿紝甯傚間負241.39浜垮厓銆
NO.8銆丼T鏄撹喘錛215.06浜垮厓
11鏈22鏃ST鏄撹喘鐩樹腑娑堟伅錛7鏃ュ唴鑲′環涓婃定8.11%錛屼粖騫存潵娑ㄥ箙涓嬭穼-95.95%錛屾渶鏂版姤2.310鍏冿紝甯傚間負215.06浜垮厓銆
NO.9銆佺編鍑榫欙細207.29浜垮厓
緹庡嚡榫欏紑鐩樹環鎶4.72鍏冿紝鐜版定0.21%錛屾誨競鍊間負207.29浜垮厓;鎴姝㈠彂紼匡紝鎴愪氦棰2677.58涓囧厓銆
NO.10銆佺櫨鑱旇偂浠斤細193.05浜垮厓
11鏈22鏃ユ秷鎮錛岀櫨鑱旇偂浠藉紑鐩樻姤10.91鍏冿紝鎴鑷11鏃16鍒嗭紝璇ヨ偂璺0.73%錛屾姤10.820鍏冦傚綋鍓嶅競鍊193.05浜褲