财富广场 --95521 2010 6 1 ---- 6 A A 2600 20 10 2592.15 63.62 2.40% 891 10204.17 291.48 2.78% 766 6% 3.41% 7% 6% 4.25% 2010 --95521 ----

--95521 ---- 5212481 31 2010 2008 2009

6 6 7,790 6 6 1 400 (6019884.02-0.07-1.71) 5 Shibor Shibor 16.25bp 2.3725% 5 3 7,660 6,020 3 1440 6 7,790 6 (60003613.22-0.01-0.08) (60000018.50-0.04-0.22) 3 --95521 ----

2010-05-31 Wind 2010-05-31 2010-06-01 2010-06-02 2010-06-03 2010-06-04 002360 002361 002362 ( ) ( ) ( ) 002396 002417 002418 002419 002420 ( ) ( ) ( ) ( ) 002425 002426 002427 002428 002429 002430 002431 --95521 ----

002432 002433 002434 002435 002436 002437 002438 002439 05-31( )(4 ) 5600, (002429) 002429 65.22 DVB-T 30.00 4480 ( ) 4.4 200 132 2010-05-24 2007 2008 2010-05-26 100% 2010-06-02 2010-06-03 LCDTV DVB-S DVD MINI-COMBODVD 16 2010-05-31 2009 30 7100, (002430) 002430 31.03 18.00 5680 ( ) --95521 ----

5.65 101.7 2010-05-24 2010-05-26 BOC 2010-06-02 2010-06-03 30 2010-05-31 MESSER 50 100 / 66 100 100 3000, (002431) 002431 72.93 45.00 2400 ( ) 108 2010-05-24 2010-05-26 2010-05-31 4,337.85 2010-06-02 2010-06-03 2.4 1,000 3100, (002432) 002432 62.52 19.38 2.4 46.512 2010-05-24 HHCE 2480 ( ) 2010-05-26 2010-05-31 --95521 ----

2010-06-02 2010-06-03 06-02( )(4 ) 2500, (002433) 002433 2010-05-26 2000 2010-05-28 109 3 2010-06-04 49 2010-06-07 2010-06-02 8 6 OTC 5 16 4250, (002434) 002434 2010-05-26 3400 30% 2010-05-28 2010-06-04 P400G 2010-06-07 80 2010-06-02 1000 M&M3525 3300, (002435) 002435 2640, --95521 ----

2010-05-26 2006 180 2010-05-28 2010-06-04 2010-06-07 2010-06-02 2793, (002436) 002436 2010-05-26 2234.4 2010-05-28 PCB 2010-06-04 PCB -PCB 2010-06-07, 2010-06-02 06-07( )(4 ) -SMT 4400, (002396) 002396 2010-05-31 3520 MODEMADSL 2010-06-02 2010-06-09 (ONU) TIBroadcom 2010-06-10 A 2010-06-07 70% EPON MotorolaMicrosoftAMDIntel SiemensMarvellBenq --95521 ----

3500, (002437) 002437 2010-05-31 2800 GMP 2010-06-02 2010-06-07 1,500 500 2010-06-09 ( 2010-06-10 55 ) 2600, (002438) 002438 2010-05-31 2080 2010-06-02 2010-06-07 145 2010-06-09 2010-06-10 2500, (002439) 002439 2000 (UTM) 2010-05-31 (SOC) --95521 ----

2010-06-02 2010-06-09 2008 2010-06-10 2010-06-07 32 06-01( )(4 ) 3000, (002417) 20.00 54.05 16.98-30.72 2400 ( ) ICT 2010-05-19 0.5620% WCDMATD-SCDMACDMA2000 GSMCDMADCSGSM-RPHS GT800IEDN DVB-CDMB-THCMMBDAB MMDS 3600, (002418) 19.98 46.57 18.60-26.55 2880 ( ) 2010-05-19 1.4272% 20 6 --95521 ----

2000 60% LG 5010, (002419) 40.00 46.51 30.51-48.00 4008 ( ) 25 2010-05-19 2.3598% 35, 2 + +X 8 6300, DMS (002420) 13.80 48.76 IT 11.25-16.45 5040 ( ) 2010-05-19 1.6790% ISO9001ISO14001 250 --95521 ----

63 2600 2010 6 1 230 220 0.23 002304 2 85% 15 2010 50 2010 3 2003 2010-2012 4.365.47 6.73 2010/2011/2012 33/26/21 " " --95521 ----

2010 1-4 616.6 61.2% 11 1-4 316.3 95.8 57.2% 59.0% 2-3 4 11.6 84.0% 1.8% 2010 1H10 4 13920 47.8% 32.5% III Iphone4G 002106 Iphone 4G 4G 3G Iphone4G 4G 3G 33% 2010 2400 iphone4g 450 1950 450 IPhone 4G Iphone 4G 3G Iphone 4G Iphone 3G 200% Ipad 4000 10 20102011 0.861.20 2010 35 -A 6 31 600519 5 13% 0708 20% 11 --95521 ----

10 5.5 24 10-12 5.99 8.00 10.69 2216 12 6 180 600184 23-2009 3 110 30 2 2010 2011 0.45 0.70 2011 30-35 25 600195 85% 2010 4 2010 2010 20102012 0.991.18 1.37 32 37 47% 600578 2300MW --95521 ----

51 2012 34% 70 1,480Mw 1,186Mw 10-11 2300MW 51 1,200 24% 0.05-0.06 0.21-0.24 09 51 20 10-12 0.390.460.50 21.418.016.4 9.2 6012995 27 380 380A : 380A 10-12 0.260.310.37 19.316.113.2 000012 09 90 1500 2009 523 4 123 1500 200MW 100MW 5 100MW 2011 2000 200MW 20102011 0.05 0.1 LOW-E 2530 PE 1518 --95521 ----

5 *st 2010 5 27-28 2010 18 9155 5000 9155 2.64 1.73 2.25 13.8% 2011 1 2011 6 9155 6-9 (600037) 2010 2 2010-2011 100 130 1 1.26 2 (1) 2 --95521 ----

3 10-11 0.23 0.15 EV/EBITDA 22 20 000039 8 23 4 2009 9.5% Clarkson 2010 8.8% 3-4% 1 21.5% 8 20 2700 09 40% 08 2 2550 /TEU 20% 0708 10 4 10-12 0.851.251.73 14.49.97.1 2010 5 27-28 18 6 432 53 715% ( ) 10% 28% 0.6 (0.7 0 3G 20+% 3-5 5-8% --95521 ----

(DRM) Google Book (1) (2) 3-5 3-5 (3) 000948 09 09 22.4%09 12 41.7% RF-POS SAP ERP AFC IT 40% 10-12 0.47 0.57 0.71 600428 2008 17.5%9% BSI 60% 2010 2011 48000 2013 2009 438% 2009 --95521 ----

2010-2012 EPS 0.2920.599 0.834 EPS 100% 2010 40 PE 6-12 11.68 A A000001 0.37%-0.38% 600739 2010 4 71% 700-800 5 125% 0.33 20-25 2010-2012 3000 1.20 3.60 0.03 0.13 0.40 10-12 1.481.862.23 201613 55.6 600085 10-12 0.690.790.92 --95521 ----

600231 2008 11 2010 2010 3 2009 307 2010 330 200 110 20 2007 46 2009 68 2010 2010-2012 6.59 8.37 8.72 EPS 0.82 1.04 1.08 11.93 002150 09 2.7 2 3 I II 09 1.9 2 2 10-12 0.600.811.06 27.420.415.7 25.4 A A000418 12.29% 56.58% 12.29% 56.58% 69.47% 1 2 10-12 0.630.760.91 21.918.315.3 0004235 25 5% 516 542 /kg 2010 38.6% --95521 ----

- 5% 290 264 06 45 49% 1 10%20% 4 10-11 0.881.16 38.329.2 26 40% 20% 1% -A 4 5.33 13.6% 4.5% 0.9 3.37 l0.8% 1.96 18.7% 4 1096.5 TEU 23.7% 4.7% 9.4 4 36.6 TEU 4 5360.4 2.3% 10.9% 1.6 4 4584.5 15.3% 1.3% 4478.3 l7.4% 106.2 34.9% 2010 2010 9.8% 1-4 23.9% 27.0% 82.0% 5 22-23 --95521 ----

4 10.7 5 3% 6-11% 28 6-21% 6-10% 15 1% 18-22% 2-7 0.05-0.10 /kwh PTN 2010 PTN 2010 PTN 50 PTN PTNPacket Transport Network IP PTN 1PTN 2PTN PTN PTN 2009 PTN 90% OEM 5% 10% PTN 600122 05-09 4 DVD " " 2012 2010 2010 5 A A 12,500 11.56 3-6 IT " " 3-6 1-2 09 IT " 09 3 40-50 11.56 12500 2010-2012 EPS 0.74 1.11 1.39 IT 0.36 0.51 0.72 IT 35 NAV1.547 4.16 2010 18.36 DCF 18.12 PE 23.53 DCF 23.51 --95521 ----

000024 2006 228 33 70 78 2010-2012 1.10 1.29 1.59 PE 15 13 11 NAV17.44 50% 15% PB 19.80 --95521 ----