1. 鐩稿叧鐨勯浂鍞榫欏ご鑲℃湁鍝涓锛
鐩稿叧鐨勯浂鍞榫欏ご鑲℃湁鍝涓锛
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鲍鍥鑲′唤銆佸崕鑱旂患瓒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鏄撹喘绛83瀹朵笂甯傚叕鍙搞傞浂鍞榫欏ご鑲℃槸鍝鍑犲彧?涓嬮潰灏忕紪甯︽潵鐩稿叧鐨勯浂鍞榫欏ご鑲★紝澶у朵竴璧锋潵鐪嬬湅鍚,甯屾湜鑳藉甫鏉ュ弬鑰冦
闆跺敭榫欏ご鑲′竴瑙
榫欏ご1銆佺孩鏃楄繛閿侊細鍏鍙镐富钀ヤ笟鍔′负渚垮埄瓒呭競杩為攣缁忚惀銆
榫欏ご2銆佷腑浜氳偂浠斤細鍏鍙镐富瑕佷粠浜嬫恫鎬侀熷搧鏅鸿兘鍖栧寘瑁呰惧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細鍏鍙镐粠浜嬬櫨璐ч浂鍞涓氬姟銆
榫欏ご4銆佹案杈夎秴甯傦細鍏鍙镐笟鍔℃湁杩為攣瓒呭競涓氬姟銆
榫欏ご5銆佹眹绾崇戞妧锛氬叕鍙镐富瑕佷粠浜嬫秷璐硅屼负鏁版嵁鍒嗘瀽銆
2023骞存柊闆跺敭琛屼笟鑲＄エ榫欏ご鏈夛細
鍒涙柊鏂版潗600361锛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锛岀Н绱浜嗕赴瀵岀殑缁忚惀绠＄悊缁忛獙锛屽苟宸插舰鎴愪簡鑷钀+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
鍗庤仈缁艰秴鍏鍙2021骞存昏惀涓氭敹鍏83.53浜匡紝姣涘埄鐜28.77%锛屽噣鍒╃巼-3.37%銆
5鏈12鏃ュ紑鐩樻秷鎭锛屽垱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涓囨墜锛屾诲競鍊间负206.59浜垮厓銆
_ST鍟嗗煄600306锛氭柊闆跺敭榫欏ご鑲★紝
姣涘埄鐜54.63%锛屽噣鍒╃巼-69.37%锛2021骞存昏惀涓氭敹鍏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鏃ュ紑鐩樻秷鎭锛孲T鍟嗗煄鏈鏂版姤7.930鍏冿紝璺2.82%銆傛垚浜ら噺38.14涓囨墜锛屾诲競鍊间负18.36浜垮厓銆
鏈楀Э鑲′唤002612锛氭柊闆跺敭榫欏ご鑲★紝
鏈楀Э鑲′唤鍏鍙2021骞存昏惀涓氭敹鍏36.65浜匡紝姣涘埄鐜57.01%锛屽噣鍒╃巼6.16%銆
5鏈12鏃ユ秷鎭锛屾湕濮胯偂浠3鏃ュ唴鑲′环涓嬭穼0.75%锛屾渶鏂版姤25.400鍏冿紝璺0.9%锛屾垚浜ら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锛氳繎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%锛屾渶楂樹环涓5.1鍏冿紝鏈浣庝环涓4.93鍏冿紝鎬诲競鍊间笂娑ㄤ簡3119.54涓囥
閫氱▼鎺ц偂000419锛氳繎5涓浜ゆ槗鏃ヨ偂浠蜂笂娑1.24%锛屾渶楂樹环涓5.67鍏冿紝鎬诲競鍊间笂娑ㄤ簡3805.08涓囥
姝﹀晢闆嗗洟000501锛氳繎5涓浜ゆ槗鏃ヨ偂浠蜂笅璺1.26%锛屾渶楂樹环涓11.57鍏冿紝鎬诲競鍊间笅璺屼簡1.08浜匡紝褰撳墠甯傚间负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骞3鏈堟秷鎭锛氬痉鍕ゅ彂甯冧簡銆2023鍏ㄧ悆闆跺敭鍔涢噺銆嬫姤鍛娿備粖骞存滃崟鍏ュ洿闂ㄦ涗负44.78浜跨編鍏冿紝250瀹堕浂鍞浼佷笟2021璐㈠勾(2021骞7鏈-2022骞6鏈)鍏辫″疄鐜版敹鍏5.65涓囦嚎缇庡厓(绾﹀悎浜烘皯甯39.4涓囦嚎鍏)锛屽悓姣斿為暱8%銆備粠闆跺敭绫诲埆鏉ョ湅锛屽揩娑堝搧浼佷笟136瀹躲侀攢鍞纭浠跺拰浼戦棽浜у搧鏈57瀹躲佹湇瑁呭拰楗板搧闆跺敭鍟38瀹讹紝杩樻湁19瀹剁患鍚堝瀷浼佷笟銆備粠鍦板尯鍒嗗竷鏉ョ湅锛岀編鍥界户缁楂樺眳绗涓锛屾湁71瀹朵紒涓氫笂姒;鍏舵℃槸鏃ユ湰27瀹躲佽嫳鍥19瀹躲佸痉鍥17瀹躲備腑鍥(鍚棣欐腐銆佸彴婀)鍏辨湁15瀹朵紒涓氬叆鍥达紝鍗庢鼎涓囧躲佺粺涓瓒呭晢銆佽佸嚖绁ャ佸浗缇庨浂鍞绛夋滀笂鏈夊悕銆傚叾涓7瀹惰坊韬玊OP100锛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忓垎鍒鎺掑湪绗29銆54銆58銆67銆94銆98浣嶃
鍓嶅崄澶ч浂鍞鍟嗚惀鏀舵诲拰杈惧埌1.92涓囦嚎缇庡厓锛屽崰鎬昏惀鏀剁殑34%銆傛帓鍦6-10浣嶄緷娆℃槸鍏嬬綏鏍笺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杩囧崈浜跨編鍏冦傚叾涓锛屼含涓滃凡杩炵画涓ゅ勾璺昏韩鍗佸己锛屽苟浠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涓冧綅锛岃緝鍘诲勾涓婂崌2涓鍚嶆°傝繃鍘讳竴骞达紝灏界￠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疯勬ā锛屼含涓滀粛鍙栧緱寮哄姴鐨勫為暱銆備笉浠呬笂绾夸簡鈥滀含涓滄柊鐧捐揣鈥濓紝灏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杩涗竴姝ユ彁鍗囨暟鏅哄寲鑳藉姏锛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簵鎻愪緵鍗虫椂闆跺敭鏈嶅姟銆傚幓骞村簳锛屽垱濮嬩汉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湪閫愭笎澶卞幓浠锋牸浼樺娍锛岀暀缁欐秷璐硅呪滆秺鏉ヨ秺璐碘濈殑鍗拌薄銆傗滃啀缁х画涓嬪幓锛岃繜鏃╀細鎴愪负绗浜屼釜鑻忓畞銆傗濊繘鍏ュ垱涓氱浜屽崄涓骞村ご锛屼綆浠峰皢鎴愪负浜涓滅殑涓诲熀璋冦傚氨鍦3鏈6鏃ワ紝澶囧彈鍏虫敞鐨勭櫨浜胯ˉ璐撮戦亾鎻愬墠涓婄嚎锛6899鍏冨氨鑳戒拱鍒128G鐨刬Phone14Pro锛屾棩甯镐环390鍏/鏀鐨勭邯姊靛笇鍙ｇ孩鍙瑕195鍏/鏀銆傛や妇鑳藉熷甫鏉ュ氬皯鐢ㄦ埛澧為暱鍜屼环鍊硷紝杩樻湁寰呰傚療銆
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绗浜斾綅銆傝繖鏄鍏ㄧ悆鏈澶х殑瀹跺眳寤烘潗闆跺敭鍟嗭紝鎴愮珛杩勪粖宸叉湁45骞达紝涓氬姟閬嶅竷缇庡浗銆佸姞鎷垮ぇ鍜屽ⅷ瑗垮摜锛岄棬搴楁暟瓒呰繃2300瀹躲傛彁渚涘剁敤鐢靛櫒銆佸缓绛戞潗鏂欍佸湴鏉裤佺収鏄庛佸崼娴寸瓑15涓鍝佺被銆佽秴杩100涓囩嶄骇鍝併傛ф床鏈澶х殑闆跺敭鍟嗘柦鐡﹁尐闆嗗洟(SchwarzGroup)鎺掑悕绗鍥涳紝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杩為攣瓒呭競锛1涓囧氬堕棬搴楀垎甯冨湪33涓鍥藉/鍦板尯銆
闆跺敭涓氳偂绁ㄩ緳澶磋偂鎺掑悕
NO.1銆丼T澶ч泦锛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%锛屾诲競鍊335.37浜垮厓銆
NO.2銆佹案杈夎秴甯傦細285.86浜垮厓
鎬诲競鍊285.86浜垮厓銆
NO.3銆佽鲍鍥鑲′唤锛272.34浜垮厓
11鏈22鏃ユ秷鎭锛岃鲍鍥鑲′唤寮鐩樻姤7鍏冿紝鎴鑷11鏃16鍒嗭紝璇ヨ偂璺0.57%锛屾姤7.000鍏冦傚綋鍓嶅競鍊272.34浜裤
NO.4銆佺帇搴滀簳锛269.91浜垮厓
11鏈22鏃ユ秷鎭锛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%锛屾姤23.780鍏冦傚綋鍓嶅競鍊269.91浜裤
NO.5銆佸崕鑱旂患瓒咃細258.23浜垮厓
11鏈22鏃ユ秷鎭锛屽崕鑱旂患瓒呭紑鐩樻姤6.47鍏冦傚綋鍓嶅競鍊258.23浜裤
NO.6銆佸眳鐒朵箣瀹讹細246.8浜垮厓
11鏈22鏃ユ秷鎭锛屽眳鐒朵箣瀹跺紑鐩樻姤3.77鍏冦傚綋鍓嶅競鍊246.8浜裤
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锛7鏃ュ唴鑲′环涓嬭穼1.13%锛屼粖骞存潵娑ㄥ箙涓嬭穼-13.15%锛屾渶鏂版姤4.400鍏冿紝甯傚间负241.39浜垮厓銆
NO.8銆丼T鏄撹喘锛215.06浜垮厓
11鏈22鏃ST鏄撹喘鐩樹腑娑堟伅锛7鏃ュ唴鑲′环涓婃定8.11%锛屼粖骞存潵娑ㄥ箙涓嬭穼-95.95%锛屾渶鏂版姤2.310鍏冿紝甯傚间负215.06浜垮厓銆
NO.9銆佺編鍑榫欙細207.29浜垮厓
缇庡嚡榫欏紑鐩樹环鎶4.72鍏冿紝鐜版定0.21%锛屾诲競鍊间负207.29浜垮厓;鎴姝㈠彂绋匡紝鎴愪氦棰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鏃ユ秷鎭锛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%锛屾姤10.820鍏冦傚綋鍓嶅競鍊193.05浜裤