中特估、国改重组、稳增长、一带一路龙头再进增持区间

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)0.360.420.580.720.740.750.860.971.041.271.221.2411.111.18PE1.54.23.32.65.24.84.713.710.311.39.58.27.76.47.4PE2.38.24.12.96.95.814.519.913.713.410.910.68.98.79.1PE1232.34.443.510.28.89.18.36.475.65.875%74%76%77%78%80%79%77%77%76%75%74%73%72%72%ROE12%13%15%17%15%13%13%12%12%13%11%10%7%8%8%/18%252%164%15%112%57%32%203%178%208%46%29%85%-70%2%请参阅附注免责声明3623Q145786.3%6.3%37441.5%1.5%83435.3%35.3%22Q41542322%95%1325526%173%21680%-23%22Q3103223%-28%88430%-69%147917%-6%22Q2801917%35%686416%32%115526%61%21Q41267918.9%-20.8%1051922.1%-33.4%21605.4%23.9%21Q31006736.6%57.6%880745.6%240.4%1261-4.8%475.4%21Q2685128.5%-10.2%593442.4%-0.1%918-21.1%-47.9%21Q1410680.5%80.5%3523100.9%100.9%58311.9%11.9%20Q41066810.8%6.7%861812.4%0.6%20504.7%35.8%20Q3737112.8%30.0%604718.3%48.2%1324-7.0%-46.7%20Q253317.3%4.2%41688.4%2.4%11633.7%11.4%20Q1227511.9%11.9%175417.9%17.9%521-4.4%-4.4%22Q143074.9%4.9%36904.8%4.8%6165.7%5.7%请参阅附注免责声明37•••200920102011201220132014201520162017201820192020202120222023E( )6642798610311712614016117920222424726630081%-36%85%10%20%13%8%11%15%12%13%11%10%8%12%( )136136136136136136136136136136136136136136136EPS(/

)0.490.310.580.640.760.840.931.031.181.321.491.651.821.962.21PE14.919.17.95.85.55.415.08.79.16.96.25.14.03.84.3PE16.922.210.87.46.715.223.011.810.48.17.45.94.84.45.7PE13.517.05.54.64.33.810.87.48.35.55.54.63.83.53.481%83%84%85%85%83%81%80%78%77%76%75%74%75%ROE13%8%13%12%14%13%12%12%12%12%12%11%11%11%/265%147%-160%64%-90%58%398%265%158%30%198%179%-30%211%请参阅附注免责声明3823Q15396.315.8%15.8%509317.3%17.3%304-4.8%-4.8%22Q43245015.1%11.8%2939014.7%12.3%306119%8.2%22Q31843617.7%0.1%1693517%-2%150233%28%22Q21331226.2%45.3%1223925.6%43.0%107334.4%74.4%21Q42819710.4%7.7%2562410.4%6.5%257310.5%17.9%21Q31566312.6%-0.6%1453113.5%-0.5%11322.4%-2.3%21Q21054620.4%11.2%974721.9%9.2%7984.5%46.1%21Q1458934.9%34.9%422343.9%43.9%366-21.8%-21.8%20Q42554327.3%30.5%2321533.6%44.4%2328-13.5%-28.3%20Q31390624.7%29.8%1280025.9%29.7%110612.1%31.5%20Q2875921.9%27.1%799423.8%41.1%7645.1%-52.7%20Q1340214.4%14.4%29342.1%2.1%468366.6%366.6%22Q146591.5%1.5%43402.8%2.8%319-12.8%-12.8%请参阅附注免责声明39•••200820092010201120122013201420152016201720182019202020212022( )275792135157204226261299329382419449515510-44%109%61%47%16%30%11%15%15%10%16%10%7%15%-1%( )419419419419419419419419419419419419419419419EPS(/

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)0.20.260.2-0.340.140.190.230.260.290.310.320.380.40.5PE22.914.114.6-6.011.09.425.914.215.310.68.76.78.67.0PE24.217.317.9-4.913.022.941.120.216.514.110.77.313.78.6PE20.912.410.7-7.09.27.014.012.114.09.17.56.06.46.080%81%82%84%83%82%79%78%77%77%75%72%72%72%ROE33%13%9%-16%7%9%9%9%8%8%8%9%9%10%/-161%-472%-298%-63%672%378%320%345%304%221%266%357%211%177%请参阅附注免责声明42•••请参阅附注免责声明4323-0514181%8%134610%30%72-59%-86%———23-0412470%0%11798%22%68-54%-96%———23-0310460.7%2.5%9805.3%25.2%66-39.2%25.6%42621%—23-02707-7.8%47.3%657-2.2%44.2%50-48.1%68.9%———22-12296910.1%3.3%259017.7%2.3%379-23.7%6.6%———22-11261111.0%-53.0%234319.6%-34.2%268-31.7%-65.6%———22-10249818.3%-63.1%228022.3%-46.6%218-11.9%-94.0%135428.6%-0.3%22-09235536.7%65.2%214533.2%70.9%21087.2%11.3%120533.4%21.9%22-08207133.5%72.0%188029.1%78.1%192100.6%-57.8%104035.5%35.4%22-07182929.6%83.9%164024.1%128.3%190108.8%-39.3%88735.5%43.3%22-06162523.2%-48.6%143816.6%-47.2%187117.1%-68.6%75334.2%21.2%22-05139859.3%-9.9%122248.2%-25.5%177229.0%1157.4%59738.0%36.4%22-04124176.5%29.1%109367.8%7.8%148187.5%671.0%46538.5%30.2%22-03103990.1%97.6%93085.9%91.4%109135.3%445.2%35541.3%16.0%22-0276787.5%97.3%67283.8%89.2%96118.3%306.6%23958.2%—22-0151283.0%83.0%43581.0%81.0%7694.9%94.9%———21-1226987.4%12.3%22019.1%-11.5%4970.4%201.1%137724.4%11.9%21-1123516.7%-36.7%195912.4%-67.0%393-14.6%61.3%120726.4%8.5%21-10211215.7%9.0%186428.1%-13.1%248-33.0%106.6%105229.5%0.7%21-09172317.3%-38.2%161138.3%-8.0%112-63.2%-85.0%90335.8%20.2%23-01331-35.2%-35.3%315-27.6%-27.5%16-79.0%-78.9%———请参阅附注免责声明44•••200820092010201120122013201420152016201720182019202020212022( )132329364146485268747772808611454%81%27%24%13%11%5%9%29%9%4%-6%10%8%16%( )151151151151151151151151151151151151151151151EPS(/

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