淳中科技股票分析
A. 姝︽眽娣寵蔣縐戞妧鎬庝箞鏍
姝︽眽娣寵蔣縐戞妧濂姐傛︽眽娣寵蔣縐戞妧濂芥槸鍥犱負錛
1銆佹︽眽娣寵蔣縐戞妧鍙戝睍娼滃姏澶с傛︽眽娣寵蔣縐戞妧涓昏佺粡钀ヨ蔣浠跺紑鍙戱紱淇℃伅緋葷粺榪愯岀淮鎶ゆ湇鍔＄瓑鏄鐜板湪鍥藉跺彂灞曠殑澶ц秼鍔褲
2銆佹︽眽娣寵蔣縐戞妧宸ヨ祫寰呴亣濂姐傛︽眽娣寵蔣縐戞妧娉ㄩ噸浜烘墠寮曡繘錛屽伐璧勫緟閬囬珮浜庡悓琛岀殑鍏朵粬浼佷笟宸ヨ祫闈炲父楂樸
B. 鍏充簬鍐涘伐鑲＄エ榫欏ご鏈夊摢浜涳紵
鍏充簬鍐涘伐鑲＄エ榫欏ご鏈夊摢浜涳紵
鍐涘伐鑲＄エ榫欏ご鏄鎸囧啗宸ヨ屼笟涓鐨勯嗗厛浼佷笟錛屽叾涓氱嘩鍜屽競鍊煎湪琛屼笟鍐呭勪簬棰嗗厛鍦頒綅銆備笅闈㈠皬緙栧甫鏉ュ叧浜庡啗宸ヨ偂紲ㄩ緳澶存湁鍝浜涳紝瀵逛簬鍚勪綅鏉ヨ村ぇ鏈夊ソ澶勶紝涓璧風湅鐪嬪惂銆
鍐涘伐鑲＄エ榫欏ご鏈夊摢浜
鍐涘伐鐗堝潡鎸囪偂紲ㄥ競鍦轟腑鍏峰囨煇縐嶅叡鍚岀壒寰佺殑鑲＄エ鐨勯泦鍚堬紝涓昏佹湁涓夌嶅垝鍒嗘柟娉曪細琛屼笟銆佸湴鍩熴佹傚康銆備互琛屼笟鍒掑垎濡傦細閲戣瀺鏉垮潡錛屽緩鏉愮増鍧楋紝鍐滄灄娓旂墽鐗堝潡絳夈
浠ュ湴鍩熷垝鍒嗗傝タ鈃忔澘鍧楋紝嫻峰崡鏉垮潡錛屽箍涓滄澘鍧楃瓑;浠ユ傚康鍒掑垎濡傛勃娣300姒傚康錛屾暣浣撲笂甯傛傚康錛屼綆紕崇粡嫻庢傚康絳夈
鍐涘伐榫欏ご鑲＄エ鍓嶅嶮寮哄悕鍗
鍐涘伐鑲＄エ榫欏ご鑲＄涓鍚嶆槸瑗誇華鑲′喚錛氳偂紲ㄤ唬鐮佷負002265錛屽綋鍓嶈偂紲ㄧ幇浠蜂負10.07鍏冿紝璇ヨ偂紲ㄦ渶榪戞定騫呬負10.06%錛岃ュ叕鍙窤鑲℃祦閫氬競鍊間負32.08浜匡紝璇ュ叕鍙鎬富瑕佷粠浜嬫苯杞﹀彂鍔ㄦ満榪炴潌銆佸叾浠栧伐涓氫駭鍝佸拰鍏朵粬浜у搧鐨勭爺鍙戙佺敓浜у拰閿鍞銆
鍐涘伐鑲＄エ榫欏ご鑲＄浜屽悕鏄鍏夋磱鑲′喚錛岃偂紲ㄤ唬鐮佷負002708錛屽綋鍓嶈偂紲ㄧ幇浠蜂負7.81鍏冿紝璇ヨ偂紲ㄦ渶榪戞定騫呬負10.00%錛岃ュ叕鍙窤鑲℃祦閫氬競鍊間負30.89浜匡紝璇ュ叕鍙鎬富钀ヤ駭鍝佷負閿ョ幆銆佽疆姣傝醬鎵褲佹粴閽堣醬鎵跨瓑銆
鍐涘伐鑲＄エ榫欏ご鑲＄涓夊悕鏄鍥芥満綺懼伐錛岃偂紲ㄤ唬鐮佷負002046錛屽綋鍓嶈偂紲ㄧ幇浠蜂負16.65鍏冿紝璇ヨ偂紲ㄦ渶榪戞定騫呬負9.97%錛岃ュ叕鍙窤鑲℃祦閫氬競鍊間負87.30浜匡紝璇ヨ偂紲ㄦ墍灞炲啗宸ャ佸啗姘戣瀺鍚堟傚康鑲★紝涓昏惀浜у搧鏈夌簿瀵嗘満搴婅醬鎵褲佺簿瀵嗘満搴婅醬鎵跨瓑銆
鍐涘伐鑲＄エ榫欏ご鑲＄鍥涘悕鏄闈掑矝鍙屾槦錛岃偂紲ㄤ唬鐮佷負000599錛屽綋鍓嶈偂紲ㄧ幇浠蜂負4.31鍏冿紝璇ヨ偂紲ㄦ渶榪戞定騫呬負9.95%錛岃ュ叕鍙窤鑲℃祦閫氬競鍊間負35.20浜匡紝璇ュ叕鍙鎬富钀ヤ駭鍝佹湁姍″戞満姊般侀摳閫犳満姊般佸弻鏄熸暟鎺ч敾鍘嬫満姊扮瓑銆
鍐涘伐鑲＄エ榫欏ご絎浜斿悕鏄瀹濊壊鑲′喚錛岃偂紲ㄤ唬鐮佷負300402錛屽綋鍓嶈偂紲ㄧ幇浠蜂負32.22鍏冿紝璇ヨ偂紲ㄦ渶榪戞定騫呬負8.12%錛岃ュ叕鍙窤鑲℃祦閫氬競鍊間負65.19浜匡紝鍏鍙哥洰鍓嶅湪鍐涘伐棰嗗煙涓婁富瑕佹彁渚涜埌鑸圭敤澶у瀷緇撴瀯浠躲佸ぇ鍨嬪瑰櫒鍙婃繁娼滃櫒闄勫睘瑁呭囩瓑浜у搧銆
鍐涘伐鑲＄エ榫欏ご鑲＄鍗佸悕鏄娣充腑縐戞妧錛岃偂紲ㄤ唬鐮佷負603516錛屽綋鍓嶈偂紲ㄧ幇浠蜂負18.54鍏冿紝璇ヨ偂紲ㄦ渶榪戞定騫呬負7.72%錛岃ュ叕鍙窤鑲℃祦閫氬競鍊間負34.91浜匡紝璇ュ叕鍙告帹鍑虹殑Poseidon(娉㈠炲啲)緋葷粺婊¤凍浜嗗啗闃熷瑰浘鍍忎俊鎮涓浣撳寲鐨勮佹眰銆
鍥介槻鍐涘伐姒傚康鑲℃湁鍝浜
鍐涘伐姒傚康鑲￠緳澶磋В鏋
鑸澶╅暱宄(600855)錛氬啗鍝佷負鍐涚敤璁＄畻鏈虹瓑錛屽崰25%銆傛皯鍝佷負鍖葷枟鏈烘般佹満搴婄瓑錛岀洰鍓嶆ｅ湪娉ㄥ叆瀹夐槻浜у搧銆傝埅澶╀簩闄錛屾垬鐣ュ煎脊涓轟富銆傛皯鍝佸寘鎷淇℃伅浜у搧錛屾暟鎺х郴緇燂紝鐗圭嶅櫒浠剁瓑銆
鑸澶╅氫俊(600677)錛氬啗鍝佷負渚挎惡瀵煎脊錛岄氫俊浜у搧絳夛紝鍗35%錛屾皯鍝佸寘鎷綰虹粐銆佸晢鍝佹祦閫氱瓑銆傝埅澶╃戝伐闆嗗洟錛屼富涓氬煎脊姝﹀櫒錛屾皯鍝佽秴榪50%錛屽寘鎷淇℃伅浜у搧銆佺數鍔涘強鐭蟲補璁懼囩瓑銆
涓鍥藉崼鏄(600118)錛氭槦鐮斿埗銆佸簲鐢ㄣ傚叾涓鍐涚敤60%錛屾皯鐢40%銆傝埅澶╀簲闄錛屽崼鏄熷強鑸澶╁櫒鐮斿埗鍙婂簲鐢錛屽叾涓鍐涚敤榪50%銆
鑸澶╃數瀛(600879)錛氬啗鍝75%錛岃繛鎺ュ櫒銆佷紶鎰熷櫒絳夈傛皯鍝25%錛岀數緙嗐侀捇浜曟祴鏂滀華絳夎埅澶╂椂浠ｇ數瀛愶紝鍐涚敤鍙婃皯鐢ㄧ數瀛愪駭鍝侊紝鍐涢槦鍙婂畤鑸鍗2/3銆
鑸澶╁姩鍔(600343)錛氱數鏈恆佹車銆佷紶鍔ㄤ駭鍝佺瓑銆傚ぇ閮ㄥ垎姘戠敤錛屽皯閮ㄥ垎鍐涚敤鑸澶╁叚闄錛屼富瑕佷駭鍝佹槸鐏綆鍙戝姩鏈猴紝姘戝搧鍖呮嫭鍔ㄥ姏閰嶄歡絳夈傝埅絀哄彂鍔ㄦ満鍙婅嶇敓鍝佸崰60%浠ヤ笂錛岃漿鍖呭崰20%浠ヤ笂錛屽叾瀹冦傜洰鍓嶆敞鍏ラ粠闃熾佸崡鏂廣傝タ瀹夊彂鍔ㄦ満闆嗗洟鍏鍙革紝涓昏惀涓哄彂鍔ㄦ満錛岀噧姘旇疆鏈猴紝榪樺寘鎷鍘嬪姏瀹瑰櫒銆佷華鍣ㄧ瓑鏈烘頒駭鍝併
鑸澶╂満鐢(600151)錛氬お闃寵兘鍙婃苯杞﹂儴浠訛紝姘戝搧鑸澶╁叓闄錛屼富涓氭槸鈥滄槦綆寮硅埞鈥濄傝埅澶╂皯鍝佸熀鍦幫紝鍖呮嫭鍏変紡涓氬姟錛屾苯杞﹂儴浠剁瓑銆
鍖楁枟鍐涘伐姒傚康鑲℃湁鍝浜
鍖楁枟鍐涘伐姒傚康鑲℃帹鑽愬弬鑰冿細
1銆佸寳鏂楁槦閫(002151)
涓鍥芥渶鏃╀粠浜嬪崼鏄熷艱埅瀹氫綅涓氬姟鐨勪笓涓氬叕鍙鎬箣涓錛屾垜鍥藉崼鏄熷艱埅浜т笟棣栧朵笂甯傚叕鍙革紝鍚屾椂涔熸槸鏄鍥藉唴絎涓瀹惰幏寰椾腑鍥藉寳鏂楀崼鏄熷艱埅瀹氫綅緋葷粺鎺堟潈鍒嗙悊鏈嶅姟鍗曚綅縐板彿鐨勫叕鍙革紝鍏鍙告帉鎻″ぇ鎵瑰崼鏄熷艱埅棰嗗煙鐨勬牳蹇冩妧鏈錛屼富钀ヤ笟鍔″疄鐜頒粠鑺鐗囥佹澘鍗°佺粓絝銆佺郴緇熷埌榪愯惀鏈嶅姟鐨勫叏浜т笟閾捐嗙洊銆
2銆佸寳鏂瑰艱埅(600435)
浠モ滃艱埅鎺у埗鍜屽脊鑽淇℃伅鍖栨妧鏈銆佹棤浜哄鉤鍙版妧鏈鈥濅負涓昏惀涓氬姟錛屾槸涓鍥藉叺鍣ㄥ伐涓氶泦鍥㈠叕鍙鎬負瀹為檯鎺у埗浜虹殑鍥藉墮噸鐐逛繚鍐涗紒涓氾紝鎺ц偂鑲′笢鍖楁柟瀵艱埅縐戞妧闆嗗洟錛屽叕鍙稿悕瀛楁槸鈥滃寳鏂瑰艱埅鈥濓紝浣嗗疄闄呬笂鍜屽寳鏂楀艱埅娌′粈涔堝お澶у叧緋伙紝涓嶈繃緇忓父浼氳弓姒傚康鐐掍綔銆
3銆佷腑嫻瘋揪(300177)
鍏鍙稿洿緇曞湴鐞嗕俊鎮鏁版嵁涓烘牳蹇冿紝褰㈡垚浜嗘暟鎹閲囬泦瑁呭囥佹暟鎹浠ュ強琛屼笟搴旂敤瑙ｅ喅鏂規堢瓑澶氫笟鍔＄殑絀洪棿淇℃伅浜т笟閾懼竷灞錛屾秹鍙婄殑棰嗗煙鍖呮嫭鍗鏄熷艱埅銆佹祴閲忔祴緇樸佹棤浜洪┚椹躲佹櫤鎱ф棶娓哥瓑銆
4銆佷腑鍥藉崼鏄(600118)
鍒2018騫村簳鎴戝浗灝嗗彂灝18棰楀寳鏂椾笁鍙峰崼鏄燂紝瀹屾垚鍩烘湰鏄熷駭寤鴻撅紝鍒2020騫村簳錛屽皢瀹屾垚30棰楀寳鏂椾笁鍙峰崼鏄熺殑鍏ㄧ悆緇勭綉寤鴻俱傚叕鍙哥Н鏋佹帹榪涘寳鏂椾簩浠ｅ吀鍨嬬ず鑼冨伐紼嬮」鐩錛岄拡瀵圭壒瀹氱敤鎴風殑闆嗕腑閲囪喘鎷涙爣欏圭洰鍏ㄥ姏鎺ㄨ繘澶氭懼寳鏂椾簩浠ｅ湴闈㈢粓絝浜у搧鐨勭爺鍙戝伐浣溿
5銆佺泩鏂瑰井(000670)
鍥藉唴棰嗗厛鐨勯珮鎬ц兘澶勭悊鍣⊿OC鑺鐗囪捐″叕鍙;寮鎷撴暟鎹涓蹇冦佽濺鑱旂綉銆佸寳鏂楄懼囦笟鍔;涓庡寳浜寰鐢靛瓙鍚堜綔鐮斿彂iMAPx緋誨垪鑺鐗囥佸寳鏂椾竴浠ｄ簩浠ｃ佸寳鏂楁巿鏃躲佹槦鍏夋垚鍍忕郴鍒楄姱鐗;鎼烘墜鍥涚淮鍥炬柊錛屽悎浣滆濺鑱旂綉涓氬姟;閫氳繃涓庤吘璁鍚堜綔寮鍙戠敤浜嶮inistation鐨勮姱鐗囷紝鎴愬姛鍒囧叆VR紜浠剁殑鏍稿績鍏冨櫒浠朵緵搴斾綋緋匯
6銆佸洓緇村浘鏂(002405)
瀵艱埅鐢靛瓙鍦板浘鍥藉唴榫欏ご錛屽寘鎷杞﹁澆瀵艱埅錛屾秷璐圭數瀛愬艱埅錛屽浗鍐呯涓;涓庝笢杞闆嗗洟銆佺泩鏂瑰井鍚堜綔鍙戝睍杞﹁仈緗戙
7銆佹尟鑺縐戞妧(300101)
鍏鍙鎬富瑕佷粠浜嬪寳鏂楀崼鏄熷艱埅搴旂敤鍏抽敭鍏冨櫒浠躲佸寳鏂楀崼鏄熷艱埅緇堢鐨勮捐°佸紑鍙戙佺敓浜у拰閿鍞錛屼互鍙婂寳鏂楀崼鏄熷艱埅瀹氫綅搴旂敤緋葷粺鐨勫紑鍙戝拰寤鴻俱
姘戣惀鍐涘伐姒傚康鑲℃湁鍝浜
鍗庡姏鍒涢300045錛氬叕鍙擱噸鐐規湇鍔″浗闃插啗宸ラ嗗煙錛屼豢鐪熷簲鐢ㄥ紑鍙戞湇鍔″浗鍐呴嗗厛銆
嫻峰叞淇300065錛氳埅嫻風數瀛愮戞妧棰嗗煙鎷ユ湁鍏ㄥ楀啗宸ョ墝鐓э紝姘戝搧甯傚満鍒氬垰寮鍚銆
瀹滅戠戞妧002036錛氬叕鍙告眽楹誨啗鐢ㄥ唴瑁ゃ佹眽楹誨啗鐢ㄦ瘺宸俱佹眽楹誨啗鐢ㄥ啲琚滃凡緇忓垪鍏ヤ粖騫村啗鐢ㄨ呭囩敓浜ц″垝銆
鍥芥湁鍐涘伐姒傚康
鎶氶『鐗歸挗600399錛氬叕鍙告槸鎴戝浗鍥介槻鍐涘伐浜т笟閰嶅楁潗鏂欐渶閲嶈佺殑鐢熶駭鍜岀戠爺璇曞埗鍩哄湴銆
瑗塊炲浗闄000768錛氬叕鍙告槸澶ч炴満鏈澶у彈鐩婅呫
鎴愰為泦鎴002190錛氳濺瑕嗙洊浠舵ā銆佹暟鎺у姞宸ワ紝榪樻湁澶氶」鎴樻枟鏈鴻祫浜у彲娉ㄥ叆銆
涓鍥借埞鑸600150錛氬啗宸ヨ儗鏅錛屽浗鍐呮渶澶ч犺埞浼佷笟銆
涓鑸硅偂浠600072錛氬啗宸ヨ儗鏅錛岃埞鑸墮厤浠墮緳澶淬
涓鍥介噸宸601989錛氬叕鍙稿彈鐩婁簬榪戞搗闃插盡瀵瑰ぇ鍐涜埌鐨勯渶奼傘
涓鏉愮戞妧002080錛氬叕鍙告槸涓鍥藉浗闃插伐涓氭渶澶х殑鐗圭嶇氦緇村嶅悎鏉愭枡閰嶅楃爺鍒跺熀鍦般
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