50002011 8000/5000/3000 10001000 1.5/ 2010-2012100001400015000 2010-20120.20.46 0.68 782.45 1,604.03 2,165.44 2,706.80 5.71 105.00 35.00 25.00 29.55 35.05 80.11 118.03 1.47 18.60 128.58 47.35 13.35 9.50 12.50 13.50 3.19 3.62 7.50 9.72 0.17 0.20 0.46 0.68 4.86 5.54 6.11 6.95 149.22 125.82 55.04 37.36 5.20 4.56 4.13 3.63 SAC S0340107081298 0769-22119410 lzp3@dgzq.com.cn 2010 11 23 () 24.64 43.03 () 174.63 () 137.13 ROETTM 3.92% 12 () 32.65 12 () 15.35 2010 11 24
002149 1....3 2....4...4...6 3....8...8...8 4....9 5...10 6....11...11...12... 3... 5...6... 7... 7... 8... 9... 9... 10... 11... 3... 4... 6... 6... 12... 12 2
60%60%41.66% 90%002149 1. 20.19% 38.15% 100%51.2%60% 60%60% 002149 3
002149 / 2. 4
002149 C919 2010 2012 2014 2016 5
002149 6
002149 7
002149 3. 8
002149 4. 9
002149 5. 10
002149 1000 10-15 6. 11
002149 782.45 1604.03 2165.44 2706.80 757.48 1553.61 2029.80 2502.20 678.01 1451.65 1894.76 2341.38 1.52 3.53 5.41 6.77 7.57 12.83 16.24 20.30 51.56 60.95 77.96 97.44 20.14 19.83 35.42 36.30-1.31 4.81 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 24.98 50.42 135.65 204.61 26.40 15.00 15.00 15.00 0.44 5.00 5.00 5.00 50.94 60.42 145.65 214.61 6.17 7.25 21.85 32.19 44.76 53.17 123.80 182.42 15.22 18.13 43.69 64.38 29.55 35.05 80.11 118.03 17463.00 17463.00 17463.00 17463.00 0.17 0.20 0.46 0.68 149.22 125.82 55.04 37.36 Wind 12
002149 13
002149 782.45 1,604.03 2,165.44 2,706.80 44.76 53.17 123.80 182.42 678.01 1,451.65 1,894.76 2,341.38 22.34 75.80 117.57 166.50 1.52 3.53 5.41 6.77 21.96 19.83 35.42 36.30 7.57 12.83 16.24 20.30-0.00 0.00 0.00 0.00 51.56 60.95 77.96 97.44-80.77-176.98-109.44-99.52 20.14 19.83 35.42 36.30 8.29-28.17 167.36 285.69-1.31 4.81 0.00 0.00-401.70 169.14-464.39-301.01 0.00 0.00 0.00 0.00 0.08 0.00 0.00 0.00 24.98 50.42 135.65 204.61-401.62 169.14-464.39-301.01 50.94 60.42 145.65 214.61 489.75 0.00 0.00 0.00 6.17 7.25 21.85 32.19 834.53 207.22-16.04-54.14 44.76 53.17 123.80 182.42-49.49-30.35-59.45-71.71 15.22 18.13 43.69 64.38 1,274.79 176.87-75.49-125.84 29.55 35.05 80.11 118.03 881.45 317.84-372.53-141.16 268.09 585.93 213.39 72.23 116.26 208.52 281.51 351.88 5.71% 105.00% 35.00% 25.00% 9.12 29.03 37.90 46.83-38.71% 101.88% 169.02% 50.84% 307.07 481.21 649.63 812.04 1.47% 18.60% 128.58% 47.35% 31.62 36.04 41.65 47.07 732.16 1,340.74 1,224.08 1,330.05 13.35% 9.50% 12.50% 13.50% 5.00 0.00 0.00 0.00 3.78% 2.18% 3.70% 4.36% 541.43 885.35 1,235.80 1,373.79 3.19% 3.62% 7.50% 9.72% 1.44 0.00 0.00 0.00 7.56% 2.40% 3.60% 7.52% 762.93 103.42 99.80 96.31 1,310.80 988.77 1,335.60 1,470.10 2.40% 3.60% 7.52% 10.11% 2,042.96 2,329.51 2,559.68 2,800.16 0.98 1.40 1.16 1.01 385.00 481.21 433.09 541.36 0.57 0.89 0.54 0.39 191.96 145.16 189.48 234.14 23.37 43.55 56.84 70.24 0.53 0.73 0.89 1.01 150.60 291.05 379.89 469.43 2.82 3.68 3.35 3.20 750.94 960.97 1,059.30 1,315.18 8.04 9.88 8.84 8.55 290.00 401.01 433.09 270.68-183.44-33.92-32.08 162.41 0.17 0.20 0.46 0.68 106.56 367.08 401.01 433.09 0.05-0.16 0.96 1.64 1,118.02 1,361.98 1,492.39 1,585.86 4.86 5.54 6.11 6.95 174.63 174.63 174.63 174.63 0.00 0.06 0.14 0.20 559.44 559.44 559.44 559.44 190.87 233.53 333.30 480.31 149.22 125.82 55.04 37.36 924.94 967.60 1,067.37 1,214.38 5.20 4.56 4.13 3.63 2,042.96 2,329.58 2,559.76 2,800.23 74.35 32.59 17.04 12.07 14
002149 6 15% 6 5%-15% 6 5% 6 5% 6 10% 6 5%-10% 6 5% 6 5% 15