银行业每日资讯130207

1、1 20130207 201327s1010510120023s1010510120057s1010510120042s1010512090006 1 35 2013-2-6 http:/ 1 8% 1 1 1 266712 1 8.6% 3.88% 134.36% 36 4.62% 64.91%0.14 0.06 0.050.11 1 2013-2-6 http:/ 90 55%2013-2-6 http:/ 20130207 2011 10 20.2% 9.6% 26 20102

2、011 0.2201142.9%13% 2013-2-6http:/ 8.94 2009 fdic12 2013-2-6 http:/ libor (libor) libor http:/ 2013-2-6 a26263000.15%0.56% 3.3% 26h0.43% 1.9% 0.05%2 616:002705:00 7.2213,986.520.05% 3.103,168.480.10%5000.83 1,512.120.05% 0.36% 0.36% 2 284.52 1.49% 2013 shibor1w34.60bp 35.80bp 3.5960% 3.6960% 1 1 7 1

3、 7 1 7 - 6 ah () 20130207 263.6% 73.7%144.2%5.3% 1 3.64% 3.90% 3.27% 3.70% +37bp +20bp shibor 14 14 14 6 6 6 6 4.18% 3.63% 3.73% 4.21% 3.60% 3.70% 4.13% 5.22% 5.16% 5.28% 5.40% 4.80% 4.09% 3.26% 3.38% 4.06% 3.25% 3.34% 4.04% 5.28% 5.22% 5.34% 5.40% 4.74% +9bp +37bp +35bp +15bp +35bp +36bp +9bp -6bp

4、-6bp -6bp +6bp wind 263000.15%0.56%h 0.43%6h a5% 5% 7% -2% -4%ha 2% -20% 2013pe6.96.1 7.27.3pb1.181.12 1.211.20 12013pe6.2pb1.06 pe6.0pb0.912pe5.9pb1.0 2 2011 2012e 2013e 2014e2011 2012e 2013e 2014e h pepepepepbpbpbpb2013epb ( ( ( ( ) ) ) ) - - - - 8.6 7.3 9.1 9.5 7.3 6.7 7.3 8.3 6.9 6.1 7.2 7.3 6.2

5、 5.6 6.4 6.5 1.59 1.46 1.68 1.59 1.36 1.27 1.40 1.38 1.18 1.12 1.21 1.20 1.03 0.99 1.05 1.06 -3% 4% -9% 1.16 1.15 1.19 7.4 7.4 8.4 6.7 6.6 6.8 7.0 6.1 6.1 6.3 6.3 5.6 5.6 5.9 5.7 5.2 1.65 1.55 1.64 1.22 1.38 1.34 1.41 1.09 1.20 1.18 1.25 0.97 1.05 1.05 1.10 0.86 5% 5% 7% -2% 1.25 1.24 1.33 0.95 ( (

6、( ) ) ) 6.6 8.4 11.1 8.7 7.1 6.8 8.7 6.4 6.4 7.3 7.7 6.5 5.8 6.7 6.7 5.8 1.23 1.83 2.41 1.92 1.12 1.50 1.97 1.51 1.00 1.30 1.64 1.29 0.91 1.14 1.38 1.10 -4% 2% -20% 0.96 1.41 1.32 5.21.501.261.070.92 2 ah () 26h () () () () () () 20130207 2011 2012e 2013e 2014e2011 2012e 2013e 2014e h pe 8.

7、4 9.2 10.9 pe 6.5 7.6 9.2 pe 6.0 6.9 10.1 pe 5.3 6.2 9.1 pb 1.58 1.32 1.53 pb 1.34 1.16 1.32 pb 1.13 1.03 1.18 pb 0.96 0.92 1.06 2013epb ()8.5 9.5 10.6 8.5 7.9 8.6 7.4 6.9 7.7 6.7 6.0 6.7 1.51 1.42 1.84 1.30 1.28 1.56 1.15 1.12 1.35 1.02 0.97 1.17 2011 2012e 2013e 2014e2011 2012e 2013e 2014e epsepse

8、psepsbvps 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

9、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 18.7

10、1 13.11 3.92 13.32 20.69 9.94 10.62 10.17 4.42 5.02 3.20 3.15 5.43 14.37 11.70 20.63 12.00 3.77 12.20 21.86 10.17 10.35 11.92 4.63 5.28 3.42 3.07 5.19 14.71 9.41 3 - “” analyst certification i ii the analysts primarily responsible for the preparation of all or part of the research report contained h

11、erein 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 recommenda

12、tions 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 rule 15a-6(a) (