银行业每日资讯-130205.ppt

2 20130205 201325 s1010510120023 s1010510120057 s1010510120042 s1010512090006 1 20242012 2012 96868.0317.36% 2011 32.44% 2012 10.65% 2013-2-4 1069.95 1183.91 262.07 113.96 /2013-02-04/100489354.html pos 2 25 2013-2-4 /finance/2013-02/04/c_124319533.htm 1 300 1 20 48 2013-2-4/gb/20130204/bch190144.asp 20130205 4 2013-2-5 /news/2013/02/2474753.html 4 2013-2-4/finance/2013-02/04/c_124317184.htm imf imf imf3 imf 2013-2-5 /gb/20130205/beu074121.asp a24243000.17%0.54% 2.9% 24h0.32% 2.7% 0.93%2 4 16:002505:00 129.7113,880.080.93% 47.933,131.171.51%50017.46 1,495.71 1.49% 1.49% 1.15% 2013 23.9% 142 283.90 15.85bp 0.1 6bp 2.8330% 3.4000% 20131 shibor7w 56.2 1 1 7 1 7 1 7 - - - - - ah () 20130205 1y 3.5% 24 14 3.9% 2.9% 5.3% 7 1 2.86% 3.60% 2.69% 3.46% +17bp +14bp shibor 14 14 14 6 6 6 6 6 3.88% 2.86% 3.47% 3.91% 2.83% 3.40% 3.85% 5.28% 5.22% 5.34% 5.40% 4.74% 3.68% 2.69% 3.33% 3.66% 2.67% 3.34% 3.65% 5.28% 5.22% 5.34% 5.40% 4.74% +20bp +17bp +14bp +25bp +16bp +6bp +20bp wind 243000.17%0.54%h 0.32%4h a7% 6% 10% -1% -4%ha 5% -15% 2013pe6.96.2 7.17.5pb1.191.14 1.211.24 12013pe6.2pb1.06 pe6.0pb0.912pe5.9pb1.0 2 2011 2012e 2013e 2014e2011 2012e 2013e 2014e h pepepepepbpbpbpb2012epb ( ( ( ( ) ) ) ) - - - - 8.7 7.4 9.1 9.7 7.4 6.8 7.3 8.6 6.9 6.2 7.1 7.5 6.2 5.7 6.4 6.6 1.61 1.48 1.68 1.63 1.37 1.29 1.40 1.42 1.19 1.14 1.21 1.24 1.04 1.01 1.05 1.08 -1% 6% -7% 1.20 1.18 1.24 7.5 7.5 8.5 6.9 6.7 6.9 7.0 6.2 6.1 6.4 6.3 5.7 5.7 5.9 5.8 5.3 1.67 1.57 1.65 1.24 1.40 1.36 1.42 1.11 1.21 1.20 1.26 0.99 1.06 1.06 1.11 0.88 7% 6% 10% -1% 1.29 1.27 1.38 0.99 ( ( ) ) 6.8 8.5 11.0 7.2 6.9 8.6 6.6 7.4 7.5 6.0 6.7 6.6 1.26 1.85 2.38 1.14 1.52 1.94 1.02 1.31 1.61 0.93 1.15 1.36 -4% 5% -15% 0.99 1.46 1.37 2 ah () 24h () () () () () () 20130205 2011 2012e 2013e 2014e2011 2012e 2013e 2014e h pepepepepbpbpbpb2012epb ( ( ) ) 8.7 8.3 8.2 9.2 11.0 8.7 9.7 10.9 6.4 6.6 6.3 7.6 9.3 8.7 8.1 8.8 6.5 5.9 5.8 6.8 10.2 7.5 7.0 7.9 5.8 5.2 5.2 6.1 9.1 6.9 6.1 6.9 1.92 1.51 1.54 1.31 1.54 1.54 1.45 1.90 1.51 1.27 1.30 1.15 1.33 1.33 1.31 1.61 1.29 1.08 1.10 1.02 1.18 1.17 1.14 1.39 1.10 0.92 0.94 0.91 1.06 1.05 0.99 1.21 2011 2012e 2013e 2014e2011 2012e 2013e 2014e epsepsepsepsbvps bvps bvps bvps 0.59 0.68 0.38 0.47 0.82 1.62 1.05 2.36 1.46 0.45 1.32 2.01 1.20 1.09 1.13 0.67 0.74 0.46 0.52 0.77 1.99 1.34 3.23 1.83 0.58 1.60 2.38 1.19 1.31 1.39 0.73 0.80 0.51 0.56 0.85 1.86 1.53 3.18 2.03 0.63 1.78 2.17 1.38 1.50 1.55 0.79 0.86 0.56 0.60 0.93 2.03 1.74 3.56 2.33 0.71 1.98 2.41 1.51 1.73 1.78 2.68 3.24 1.95 2.59 4.41 7.42 4.85 10.76 7.98 2.38 9.21 14.31 6.74 7.29 6.49 3.20 3.74 2.27 2.90 4.86 9.01 5.95 13.64 9.52 2.82 10.49 16.59 7.84 8.08 7.63 3.69 4.25 2.57 3.24 5.41 10.45 7.14 15.94 11.19 3.34 11.87 18.60 8.88 9.24 8.84 4.22 4.78 2.90 3.66 5.98 11.92 8.50 18.71 13.11 3.92 13.32 20.69 9.94 10.62 10.17 4.47 5.08 3.23 3.22 5.54 14.57 11.53 20.64 12.07 3.67 12.09 22.01 10.40 10.56 12.30 4.77 5.41 3.55 3.19 5.34 15.25 9.79 3 - “” analyst certification i ii the analysts primarily responsible for the preparation of all or part of the research report contained herein hereby certify that: (i) the views expressed in this research report accurately reflect the personal views of each such analyst about the subject securities and issuers; and (ii) no part of the analysts compensation was, is, or will be directly or indirectly, related to the specific recommendations or views expressed in this research report. “ ” /()(1) (2) / / 2013 1 30020% 6 3005%20% 2 6 300 6 300 300 300 300 300 300 -10% 5% 10% 10% -10% 10% 10% 48156881 1001252220012251804826 foreign broker-dealer disclosures for distributing to the u.s. this report has been produced in its entirety by citic securities limited company (“citic securities”, regulated by the china securities regulatory commission. securities business license number: z20374000). this report is being distributed in the united states by citic securities pursuant to r