光大证券-光大重点公司数据汇 总-20250122

,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

,光大研究重点公司,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

,,,,,2025-01-22,,,,,,,,,,,,,回目录,,,,,,,,,,,,,,,,

,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

,行业,公司代码,公司名称,研究员/联系人,现价,投资评级,EPS(元),,,,净利润(百万),,,,净利润增长率(%),,,,PE(X),,,,PB(X),,,,ROE,,,,"流通A股

(百万)","总股本

(百万)",市值(百万),评级日期

,,,,,,,2023,2024(E),2025(E),2026(E),2023,2024(E),2025(E),2026(E),2023,2024(E),2025(E),2026(E),2023,2024(E),2025(E),2026(E),2023,2024(E),2025(E),2026(E),2023,2024(E),2025(E),2026(E),,,,

,,873593.BJ,鼎智科技,"贺根,黄筱茜",46.30,买入,0.84,1.00,1.16,,80.91,96.29,111.20,,-19.79,19.01,15.48,,45.58,46.18,39.99,,5.53,5.48,4.82,,12.14%,11.87%,12.06%,,115.44,134.46,6225.58,2024-02-28

,银行业,002142.SZ,宁波银行,"王一峰,董文欣,赵晨阳",25.62,买入,3.87,4.16,4.50,4.90,25535.00,27463.00,29720.00,32391.00,10.66,7.55,8.22,8.99,5.20,6.16,5.69,5.22,0.66,0.75,0.68,0.61,12.69%,12.22%,11.87%,11.64%,6523.60,6603.59,169184.00,2025-01-08

,,002839.SZ,张家港行,"王一峰,董文欣,赵晨阳",4.17,买入,0.82,0.87,0.93,1.00,1786.92,1888.00,2016.00,2168.00,6.24,5.66,6.78,7.54,4.71,4.79,4.49,4.17,0.49,0.49,0.45,0.42,10.49%,10.21%,10.05%,9.98%,2346.98,2444.35,10192.92,2025-01-08

,,002948.SZ,青岛银行,"王一峰,董文欣,赵晨阳",3.96,买入,0.61,0.68,0.74,0.79,3548.60,3961.63,4288.86,4621.78,15.11,11.64,8.26,7.76,5.00,5.82,5.37,4.99,0.45,0.55,0.51,0.47,9.08%,9.42%,9.47%,9.49%,3112.26,5820.35,23048.60,2025-01-08

,,002966.SZ,苏州银行,"王一峰,董文欣,赵晨阳",8.13,买入,1.25,1.41,1.59,1.75,4600.65,5301.00,5975.00,6594.00,17.41,15.22,12.71,10.36,5.15,5.77,5.12,4.64,0.52,0.62,0.57,0.52,10.12%,10.68%,11.04%,11.16%,3898.03,3979.56,32353.80,2025-01-08

,,600036.SH,招商银行,"王一峰,董文欣,赵晨阳",40.14,买入,5.81,5.82,6.05,6.33,146602.00,146735.00,152514.00,159563.00,6.22,0.09,3.94,4.62,4.79,6.90,6.64,6.34,0.65,0.86,0.79,0.73,13.62%,12.50%,11.95%,11.53%,20628.94,25219.85,1012324.60,2025-01-08

,,600919.SH,江苏银行,"王一峰,董文欣,赵晨阳",9.59,买入,1.57,1.79,2.00,2.20,28750.35,32816.00,36695.00,40328.00,13.25,14.14,11.82,9.90,4.27,5.36,4.80,4.36,0.49,0.64,0.58,0.53,11.48%,11.90%,12.08%,12.06%,18351.32,18351.32,175989.20,2025-01-08

,,600926.SH,杭州银行,"王一峰,董文欣,赵晨阳",14.68,买入,2.43,2.90,3.44,4.05,14383.37,17389.00,20643.00,24288.00,23.15,20.90,18.71,17.66,4.13,5.06,4.27,3.63,0.53,0.70,0.62,0.54,12.92%,13.84%,14.50%,14.99%,5545.17,6049.26,88803.07,2025-01-08

,,601009.SH,南京银行,"王一峰,董文欣,赵晨阳",10.48,买入,1.79,1.86,2.03,2.25,18502.08,19931.00,21762.00,24095.00,0.51,7.72,9.19,10.72,4.13,5.63,5.16,4.66,0.45,0.61,0.56,0.52,10.91%,10.81%,10.87%,11.06%,9936.48,11067.59,115988.30,2025-01-08

,,601128.SH,常熟银行,"王一峰,董文欣,赵晨阳",7.21,买入,1.20,1.29,1.49,1.68,3281.50,3890.00,4501.00,5075.00,19.60,18.54,15.71,12.75,5.34,5.59,4.83,4.28,0.69,0.75,0.66,0.59,12.94%,13.39%,13.71%,13.70%,3014.98,3014.98,21738.04,2025-01-08

,,601169.SH,北京银行,"王一峰,董文欣,赵晨阳",5.89,买入,1.21,1.24,1.20,1.33,25624.00,26130.00,27063.00,28197.00,3.49,1.97,3.57,4.19,3.74,4.77,4.60,4.42,0.29,0.36,0.34,0.32,7.84%,7.54%,7.38%,7.27%,21142.98,21142.98,124532.18,2025-01-08

,,601288.SH,农业银行,"王一峰,董文欣,赵晨阳",5.01,买入,0.77,0.80,0.85,0.89,269356.00,281193.00,295826.00,312692.00,3.94,4.39,5.20,5.70,4.73,6.24,5.93,5.61,0.44,0.57,0.53,0.50,9.32%,9.10%,8.96%,8.87%,319244.21,349983.03,1753415.00,2025-01-08

,,601398.SH,工商银行,"王一峰,董文欣,赵晨阳",6.55,买入,1.02,1.02,1.05,1.08,363993.00,364671.00,373048.00,384570.00,0.97,0.19,2.30,3.09,4.68,6.40,6.26,6.07,0.45,0.58,0.55,0.51,9.69%,9.09%,8.72%,8.45%,269612.21,356406.26,2334460.98,2025-01-08

,,601577.SH,长沙银行,"王一峰,董文欣,赵晨阳",9.07,买入,1.86,1.94,2.04,2.17,7462.95,7785.00,8217.00,8725.00,9.57,4.32,5.55,6.18,3.68,4.69,4.44,4.18,0.41,0.50,0.46,0.43,11.29%,10.71%,10.41%,10.19%,4020.68,4021.55,36475.49,2025-01-08

,,601658.SH,邮储银行,"王一峰,董文欣,赵晨阳",5.25,买入,0.87,0.89,0.93,0.98,86270.00,88237.00,91917.00,96683.00,1.23,2.28,4.17,5.19,5.00,5.90,5.66,5.38,0.45,0.51,0.48,0.45,9.03%,8.67%,8.48%,8.38%,67122.40,99161.08,520595.65,2025-01-08

,,601939.SH,建设银行,"王一峰,董文欣,赵晨阳",8.27,买入,1.33,1.34,1.36,1.40,332653.00,334839.00,340809.00,350456.00,2.71,0.66,1.78,2.83,4.89,6.17,6.07,5.90,0.52,0.61,0.57,0.53,10.56%,9.89%,9.40%,9.05%,9593.66,250010.98,2067590.78,2025-01-08

,,000001.SZ,平安银行,"王一峰,董文欣,赵晨阳",11.33,增持,2.39,2.40,2.45,2.56,46455.00,46493.00,47521.00,49634.00,2.06,0.08,2.21,4.45,3.92,4.73,4.63,4.43,0.39,0.44,0.41,0.38,9.84%,9.21%,8.83%,8.65%,19405.62,19405.92,219869.05,2025-01-08

,,002807.SZ,江阴银行,"王一峰,赵晨阳",4.28,增持,0.87,0.86,0.97,1.07,1888.09,2126.00,2382.00,2623.00,16.83,12.60,12.04,10.12,4.08,4.95,4.42,4.02,0.49,0.59,0.53,0.48,11.96%,11.91%,12.01%,11.92%,2458.47,2461.39,10534.76,2024-04-27

,,600908.SH,无锡银行,"王一峰,董文欣,赵晨阳",5.73,增持,1.02,1.08,1.16,1.26,2200.49,2365.00,2547.00,2771.00,9.96,7.48,7.70,8.79,4.94,5.32,4.94,4.54,0.52,0.55,0.50,0.46,10.45%,10.27%,10.14%,10.12%,1999.31,2194.68,12575.53,2025-01-08

,,601166.SH,兴业银行,"王一峰,董文欣,赵晨阳",19.96,增持,3.71,3.83,4.02,4.15,77116.00,79497.00,83553.00,86159.00,-15.61,3.09,5.10,3.12,4.37,5.22,4.96,4.81,0.42,0.49,0.45,0.42,9.69%,9.30%,9.10%,8.75%,20774.31,20774.31,414655.19,2025-01-08

,,601838.SH,成都银行,"王一峰,董文欣,赵晨阳",16.76,增持,3.06,3.31,3.65,4.06,11671.12,12625.27,13923.12,15472.47,16.22,8.18,10.28,11.13,3.68,5.06,4.59,4.13,0.60,0.79,0.70,0.63,16.38%,15.70%,15.35%,15.15%,4162.59,4169.97,69888.67,2025-01-08

,,601988.SH,中国银行,"王一峰,董文欣,赵晨阳",5.41,增持,0.79,0.80,0.83,0.86,231904.00,236185.00,242902.00,253031.00,1.96,1.85,2.84,4.17,5.07,6.74,6.56,6.29,0.45,0.57,0.53,0.50,8.82%,8.42%,8.13%,7.96%,210765.51,294387.79,1592637.95,2025-01-08

,,601998.SH,中信银行,"王一峰,董文欣,赵晨阳",6.65,增持,1.37,1.29,1.34,1.39,67016.00,68767.15,71590.43,74103.69,7.91,2.61,4.11,3.51,3.87,5.17,4.97,4.80,0.36,0.45,0.42,0.40,9.34%,8.77%,8.54%,8.28%,39514.85,54397.01,361740.14,2025-01-08

,,603323.SH,苏农银行,"王一峰,董文欣,赵晨阳",5.26,增持,0.97,1.05,1.20,1.38,1742.59,1922.00,2197.00,2528.00,16.04,10.30,14.31,15.07,4.30,5.02,4.39,3.82,0.48,0.55,0.51,0.46,11.04%,11.04%,11.53%,12.07%,1835.04,1835.04,9652.30,2025-01-08

,非银行金融,601318.SH,中国平安,"王一峰,黄怡婷",49.90,买入,4.70,7.38,9.04,9.56,85665.00,134317.00,164675.00,174078.00,2.26,56.79,22.60,5.71,8.57,6.77,5.52,5.22,0.82,0.96,0.91,0.86,9.53%,14.15%,16.44%,16.47%,10762.66,18210.23,908690.71,2024-12-10

,,601319.SH,中国人保,"王一峰,黄怡婷",6.87,买入,0.51,0.88,0.82,0.86,22773.00,38805.00,36357.00,37855.00,-6.69,70.40,-6.31,4.12,9.40,7.83,8.36,8.03,0.88,1.19,1.13,1.07,9.40%,15.19%,13.49%,13.31%,35497.76,44223.99,303818.82,2024-12-10

,,601336.SH,新华保险,"王一峰,黄怡婷",47.11,买入,2.79,7.80,8.30,9.15,8712.00,24333.00,25911.00,28544.00,-11.30,179.30,6.49,10.16,11.15,6.04,5.67,5.15,0.92,1.23,1.08,0.94,8.29%,20.35%,19.01%,18.35%,2085.44,3119.55,146961.84,2025-01-19

,,601601.SH,中国太保,"王一峰,黄怡婷",31.77,买入,2.83,4.75,5.17,5.75,27257.00,45694.00,49761.00,55317.00,10.76,67.64,8.90,11.17,8.39,6.69,6.14,5.53,0.92,1.07,0.94,0.83,10.92%,15.97%,15.27%,14.94%,6845.04,9620.34,305638.25,2025-01-19

,,601628.SH,中国人寿,"王一峰,黄怡婷",39.65,买入,0.75,4.05,3.75,4.01,21110.00,114551.00,106006.00,113306.00,-34.20,442.64,-7.46,6.89,37.96,9.78,10.57,9.89,1.74,1.79,1.58,1.40,4.59%,18.25%,14.95%,14.11%,20823.53,28264.71,1120695.55,2025-01-19

,,000776.SZ,广发证券,"王一峰,李爱娅",15.57,增持,0.92,1.19,1.25,1.30,6977.80,9035.00,9531.00,9928.00,-12.00,29.48,5.49,4.17,15.61,13.13,12.45,11.95,0.80,0.89,0.87,0.86,5.14%,6.77%,6.99%,7.19%,5919.29,7621.09,118660.34,2024-10-31

,,002736.SZ,国信证券,李爱娅,10.48,增持,0.67,0.68,0.71,0.75,6427.29,6518.00,6814.00,7206.00,5.57,1.41,4.54,5.75,12.77,15.45,14.78,13.98,0.74,0.91,0.90,0.89,5.82%,5.89%,6.10%,6.40%,9138.84,9612.43,100738.26,2024-10-30

,,300059.SZ,东方财富,"王一峰,李爱娅",23.85,增持,0.52,0.52,0.56,0.60,8193.47,8280.57,8803.50,9451.38,-3.71,1.06,6.32,7.36,27.17,45.47,42.77,39.84,3.09,4.76,4.27,3.74,11.39%,10.46%,10.00%,9.38%,13359.28,15785.54,376485.19,2024-10-26

,,600030.SH,中信证券,李爱娅,27.42,增持,1.33,1.35,1.40,1.48,19720.55,20019.00,20697.00,21890.00,-7.49,1.51,3.39,5.76,15.31,20.30,19.64,18.57,1.12,1.42,1.34,1.26,7.34%,6.98%,6.82%,6.81%,12176.55,14820.55,406379.39,2024-10-30

,,600958.SH,东方证券,"王一峰,李爱娅",9.82,增持,0.32,0.51,0.56,0.60,2753.76,4334.00,4725.00,5061.00,-8.53,57.38,9.02,7.11,26.84,19.25,17.66,16.49,0.94,1.04,1.01,0.98,3.50%,5.38%,5.74%,5.97%,7469.48,8496.65,83437.06,2024-10-31

,,601211.SH,国泰君安,"王一峰,李爱娅",17.78,增持,1.05,1.56,1.74,1.91,9374.14,13921.00,15530.00,17024.00,-18.54,48.50,11.56,9.62,14.13,11.37,10.19,9.30,0.79,0.89,0.85,0.80,5.61%,7.87%,8.30%,8.58%,7480.32,8903.73,158308.33,2024-10-31

,,601688.SH,华泰证券,"王一峰,李爱娅",16.93,增持,1.41,1.62,1.70,1.82,12750.63,14603.00,15367.00,16467.00,15.36,14.53,5.23,7.16,9.93,10.47,9.95,9.28,0.71,0.87,0.85,0.83,7.12%,8.29%,8.52%,8.97%,7294.33,9027.30,152832.23,2024-10-31

,,601995.SH,中金公司,"王一峰,李爱娅",31.72,增持,1.28,1.02,1.09,1.18,6156.13,4912.00,5271.00,5689.00,-18.97,-20.21,7.31,7.93,29.84,31.17,29.05,26.91,1.76,1.42,1.40,1.39,5.89%,4.57%,4.81%,5.16%,2923.54,4827.26,153120.59,2024-10-31

,,601066.SH,中信建投,"王一峰,李爱娅",24.22,中性,0.91,0.78,0.86,0.91,7034.49,6059.00,6646.00,7059.00,-6.30,-13.87,9.69,6.21,26.09,31.01,28.27,26.61,1.88,1.95,1.85,1.74,7.22%,6.28%,6.53%,6.53%,6495.67,7756.69,187867.15,2024-10-31

,房地产,000002.SZ,万科A,"何缅南,庄晓波",7.36,买入,1.02,0.75,0.84,0.89,12162.68,8953.22,10019.47,10570.58,-46.23,-26.39,11.91,5.50,10.26,9.81,8.76,8.31,0.50,0.34,0.33,0.32,4.85%,3.45%,3.73%,3.87%,9716.94,11930.71,87810.02,2024-04-17

,,001914.SZ,招商积余,"何缅南,韦勇强",9.84,买入,0.69,0.85,0.99,1.11,735.73,900.87,1049.81,1171.89,23.96,22.45,16.53,11.63,17.24,11.58,9.94,8.90,1.30,1.00,0.92,0.85,7.54%,8.60%,9.29%,9.60%,1060.34,1060.35,10433.81,2024-11-27

,,001979.SZ,招商蛇口,"何缅南,庄晓波",10.22,买入,0.70,0.55,0.60,0.71,6319.42,5410.36,5915.39,6862.47,48.20,-14.39,9.33,16.01,13.66,17.12,15.65,13.49,0.72,0.76,0.74,0.71,5.28%,4.43%,4.71%,5.27%,8322.54,9060.84,92601.75,2024-09-06

,,002244.SZ,滨江集团,"何缅南,庄晓波",8.78,买入,0.81,0.74,0.95,0.97,2529.14,2311.03,2944.72,3030.90,-32.39,-8.62,27.42,2.93,8.94,11.82,9.28,9.01,0.89,1.00,0.91,0.84,10.00%,8.46%,9.83%,9.30%,2682.35,3111.44,27318.48,2024-11-11

,,002968.SZ,新大正,"何缅南,韦勇强",8.98,买入,0.70,0.74,0.84,0.95,160.13,167.73,190.49,214.74,-13.75,4.75,13.57,12.73,17.79,12.11,10.67,9.46,2.39,1.57,1.43,1.31,13.41%,12.94%,13.45%,13.85%,213.38,226.28,2031.97,2024-11-27

,,600048.SH,保利发展,"何缅南,庄晓波",8.70,买入,1.01,0.83,0.90,0.95,12067.16,9883.68,10728.41,11390.84,-34.23,-18.09,8.55,6.17,9.82,10.54,9.71,9.14,0.60,0.51,0.50,0.48,6.08%,4.86%,5.11%,5.25%,11970.44,11970.44,104142.86,2024-08-22

,,600325.SH,华发股份,"何缅南,庄晓波",5.37,买入,0.67,0.55,0.66,0.83,1837.84,1513.39,1818.69,2283.32,-28.71,-17.65,20.17,25.55,10.80,9.77,8.13,6.47,0.89,0.65,0.62,0.59,8.29%,6.68%,7.66%,9.09%,2571.24,2752.15,14779.06,2024-11-10

,,600848.SH,上海临港,"何缅南,庄晓波",9.82,买入,0.42,0.38,0.47,0.48,1060.64,949.29,1193.41,1208.63,5.13,-10.50,25.72,1.28,23.90,26.09,20.76,20.49,1.37,1.30,1.27,1.25,5.71%,4.99%,6.12%,6.11%,2393.91,2522.49,24770.82,2024-10-13

,,601155.SH,新城控股,"何缅南,庄晓波",11.68,买入,0.33,0.24,0.45,0.79,737.10,542.72,1016.33,1778.96,-47.12,-26.37,87.27,75.04,34.92,48.54,25.92,14.81,0.43,0.43,0.43,0.42,1.23%,0.90%,1.65%,2.81%,2255.62,2255.62,26345.68,2024-11-12

,,600383.SH,金地集团,"何缅南,庄晓波",4.85,中性,0.20,-1.53,-0.73,-0.36,888.12,-6901.13,-3291.94,-1640.98,-85.46,-877.05,-52.30,-50.15,22.16,-3.17,-6.65,-13.34,0.30,0.38,0.40,0.42,1.37%,-11.99%,-6.07%,-3.12%,4514.58,4514.58,21895.73,2024-09-22

,石油化工,000059.SZ,华锦股份,"赵乃迪,蔡嘉豪",4.36,买入,0.04,0.01,0.15,0.26,70.30,12.41,233.56,413.49,-86.71,-82.35,1782.03,77.04,124.91,561.76,29.86,16.87,0.61,0.49,0.48,0.47,0.49%,0.09%,1.61%,2.79%,1599.44,1599.44,6973.57,2024-08-29

,,000301.SZ,东方盛虹,"赵乃迪,蔡嘉豪",8.39,买入,0.11,-0.15,0.40,0.63,717.03,-963.01,2630.78,4132.15,30.81,-234.31,-373.18,57.07,88.51,-57.60,21.08,13.42,1.79,1.64,1.52,1.40,2.02%,-2.85%,7.22%,10.45%,5497.02,6611.22,55468.15,2024-11-04

,,000553.SZ,安道麦A,"赵乃迪,周家诺",5.77,买入,-0.69,-0.93,0.06,0.20,-1605.89,-2173.10,132.60,465.17,-363.52,35.32,-106.10,250.81,-10.07,-6.19,101.38,28.90,0.74,0.68,0.68,0.66,-7.32%,-11.00%,0.67%,2.29%,2177.07,2329.81,13443.01,2024-11-01

,,000703.SZ,恒逸石化,"赵乃迪,蔡嘉豪",6.06,买入,0.12,0.16,0.30,0.41,435.46,587.11,1089.65,1487.61,140.34,34.83,85.60,36.52,56.58,37.84,20.39,14.94,0.98,0.87,0.85,0.84,1.73%,2.31%,4.19%,5.61%,3647.35,3666.31,22217.86,2024-11-05

,,000830.SZ,鲁西化工,"赵乃迪,周家诺",11.36,买入,0.43,1.12,1.31,1.53,818.71,2139.29,2501.27,2921.99,-74.05,161.30,16.92,16.82,23.48,10.14,8.68,7.43,1.14,1.16,1.05,0.95,4.85%,11.39%,12.12%,12.82%,1903.56,1910.17,21699.56,2024-08-30

,,000902.SZ,新洋丰,"赵乃迪,周家诺",12.68,买入,0.96,1.16,1.34,1.51,1206.56,1453.52,1685.94,1889.58,-7.85,20.47,15.99,12.08,11.84,10.95,9.44,8.42,1.49,1.49,1.34,1.20,12.59%,13.63%,14.16%,14.21%,1142.78,1254.73,15910.02,2024-12-31

,,002064.SZ,华峰化学,"赵乃迪,蔡嘉豪",8.00,买入,0.50,0.54,0.70,0.78,2478.46,2664.55,3481.71,3864.54,-12.85,7.51,30.67,11.00,13.44,14.90,11.40,10.27,1.34,1.48,1.34,1.23,9.94%,9.93%,11.79%,11.95%,4951.99,4962.54,39700.35,2024-10-30

,,002221.SZ,东华能源,"赵乃迪,蔡嘉豪",10.35,买入,0.10,0.10,0.19,0.48,150.52,159.34,294.58,756.00,254.04,5.86,84.88,156.64,107.86,102.38,55.38,21.58,1.52,1.51,1.47,1.37,1.41%,1.47%,2.65%,6.37%,1460.89,1576.13,16312.92,2024-10-29

,,002312.SZ,川发龙蟒,"赵乃迪,周家诺",14.08,买入,0.22,0.35,0.42,0.52,414.32,653.30,801.84,985.07,-61.06,57.68,22.74,22.85,32.65,40.72,33.18,27.01,1.49,2.78,2.63,2.47,4.56%,6.82%,7.93%,9.14%,1753.24,1889.34,26601.89,2024-08-28

,,002493.SZ,荣盛石化,"赵乃迪,蔡嘉豪",8.64,买入,0.11,0.23,0.39,0.60,1158.15,2360.74,3936.56,6049.15,-65.33,103.84,66.75,53.67,90.49,37.06,22.22,14.46,2.36,1.91,1.83,1.71,2.61%,5.17%,8.23%,11.83%,9498.28,10125.53,87484.54,2024-08-29

,,002643.SZ,万润股份,"赵乃迪,周家诺",10.22,买入,0.82,0.57,0.70,0.83,763.01,530.06,655.05,776.45,5.78,-30.53,23.58,18.53,20.22,17.93,14.51,12.24,2.21,1.31,1.24,1.16,10.91%,7.32%,8.53%,9.46%,909.33,930.11,9505.69,2024-08-26

,,002648.SZ,卫星化学,"赵乃迪,蔡嘉豪",19.82,买入,1.42,1.77,2.07,2.64,4789.49,5964.25,6975.19,8897.59,56.42,24.53,16.95,27.56,10.37,11.19,9.57,7.50,1.95,2.22,1.89,1.58,18.81%,19.83%,19.72%,21.03%,3366.48,3368.65,66766.56,2024-07-18

,,300596.SZ,利安隆,"赵乃迪,周家诺",30.08,买入,1.58,2.01,2.64,3.30,362.49,460.93,606.40,756.60,-31.05,27.16,31.56,24.77,18.72,14.98,11.39,9.13,1.65,1.54,1.38,1.22,8.83%,10.27%,12.12%,13.42%,224.69,229.62,6906.96,2024-08-26

,,600028.SH,中国石化,"赵乃迪,蔡嘉豪,王礼沫",6.07,买入,0.51,0.47,0.50,0.54,60463.00,57149.12,61144.66,65485.91,-8.81,-5.48,6.99,7.10,11.01,12.88,12.04,11.24,0.83,0.88,0.84,0.80,7.50%,6.81%,6.97%,7.13%,94841.82,121281.56,736179.04,2025-01-19

,,600096.SH,云天化,"赵乃迪,周家诺",21.85,买入,2.47,2.69,2.87,3.00,4522.20,4940.78,5262.30,5506.71,-24.90,9.26,6.51,4.64,6.33,8.11,7.62,7.28,1.53,1.83,1.58,1.38,24.13%,22.61%,20.78%,19.02%,1834.33,1834.33,40080.08,2024-08-14

,,600141.SH,兴发集团,"赵乃迪,周家诺",22.48,买入,1.24,1.59,1.90,2.21,1378.92,1751.07,2091.91,2441.09,-76.44,26.99,19.46,16.69,14.71,14.16,11.86,10.16,0.98,1.14,1.06,0.99,6.66%,8.04%,8.96%,9.70%,1103.26,1103.26,24801.17,2024-08-26

,,600346.SH,恒力石化,"赵乃迪,蔡嘉豪",14.62,买入,0.98,1.03,1.31,1.50,6904.60,7215.25,9227.57,10537.99,197.83,4.50,27.89,14.20,13.43,14.26,11.15,9.77,1.55,1.62,1.50,1.39,11.51%,11.39%,13.47%,14.26%,7039.10,7039.10,102911.64,2024-10-27

,,600378.SH,昊华科技,"赵乃迪,周家诺",29.35,买入,0.99,1.14,1.29,1.43,899.81,1038.89,1173.57,1299.06,-22.76,15.46,12.96,10.69,30.87,25.75,22.80,20.59,3.26,2.89,2.67,2.47,10.54%,11.22%,11.72%,11.98%,910.65,1290.03,37862.49,2024-05-07

,,600409.SH,三友化工,"赵乃迪,蔡嘉豪",5.27,买入,0.27,0.34,0.46,0.53,565.67,709.61,941.03,1104.29,-42.79,25.45,32.61,17.35,20.04,15.33,11.56,9.85,0.84,0.77,0.73,0.69,4.17%,5.04%,6.34%,7.03%,2064.35,2064.35,10879.12,2024-09-03

,,600938.SH,中国海油,"赵乃迪,蔡嘉豪,王礼沫",27.74,买入,2.60,3.07,3.33,3.45,123843.00,145737.53,158174.40,163920.05,-12.60,17.68,8.53,3.63,8.05,9.05,8.34,8.04,1.50,1.69,1.46,1.28,18.58%,18.66%,17.50%,15.93%,2841.85,47529.95,1318480.92,2024-11-07

,,600968.SH,海油发展,"赵乃迪,蔡嘉豪,王礼沫",4.11,买入,0.30,0.37,0.42,0.46,3081.13,3714.08,4261.60,4698.26,27.52,20.54,14.74,10.25,9.40,11.25,9.80,8.89,1.18,1.53,1.39,1.25,12.51%,13.64%,14.14%,14.11%,10165.10,10165.10,41778.58,2024-10-29

,,601233.SH,桐昆股份,"赵乃迪,蔡嘉豪",11.93,买入,0.33,1.06,1.61,1.93,797.04,2545.51,3890.88,4645.24,512.12,219.37,52.85,19.39,45.77,11.30,7.39,6.19,1.03,0.76,0.69,0.63,2.25%,6.71%,9.38%,10.18%,2395.90,2411.12,28764.66,2024-08-29

,,601808.SH,中海油服,"赵乃迪,蔡嘉豪,王礼沫",15.40,买入,0.63,0.82,1.01,1.19,3013.25,3916.42,4827.88,5656.73,28.08,29.97,23.27,17.17,23.15,18.76,15.22,12.99,1.68,1.65,1.52,1.40,7.24%,8.79%,10.02%,10.80%,2960.47,4771.59,73482.52,2024-08-28

,,601857.SH,中国石油,"赵乃迪,王礼沫",8.45,买入,0.88,0.96,0.99,1.01,161144.00,175878.11,180349.56,184997.30,7.88,9.14,2.54,2.58,8.02,8.79,8.58,8.36,0.89,0.98,0.90,0.83,11.14%,11.13%,10.50%,9.97%,161922.08,183020.98,1546527.26,2025-01-21

,,603225.SH,新凤鸣,"赵乃迪,蔡嘉豪",11.89,买入,0.71,0.99,1.33,1.58,1086.15,1512.58,2030.80,2408.35,629.68,39.26,34.26,18.59,20.00,11.99,8.93,7.53,1.29,1.01,0.93,0.86,6.47%,8.44%,10.47%,11.42%,1511.77,1524.76,18129.45,2024-09-03

,,605090.SH,九丰能源,"赵乃迪,蔡嘉豪",26.98,买入,2.08,2.68,2.90,3.29,1305.89,1712.74,1854.74,2099.68,19.81,31.15,8.29,13.21,13.46,10.06,9.29,8.21,2.26,1.86,1.60,1.38,16.80%,18.52%,17.22%,16.78%,638.17,644.73,17394.72,2024-10-24

,,000420.SZ,吉林化纤,"赵乃迪,胡星月",3.44,增持,0.01,0.06,0.09,0.11,32.19,146.70,213.20,259.65,135.20,355.73,45.33,21.79,222.31,57.66,39.67,32.58,1.64,1.88,1.79,1.70,0.74%,3.25%,4.51%,5.21%,2458.02,2458.87,8458.51,2024-08-21

,,300346.SZ,南大光电,"赵乃迪,周家诺",37.91,增持,0.39,0.62,0.83,1.07,211.46,336.93,450.19,581.75,13.24,59.34,33.62,29.22,70.95,61.12,45.74,35.40,6.76,8.11,7.03,6.00,9.52%,13.27%,15.37%,16.95%,547.13,575.96,21834.80,2024-09-03

,,600339.SH,中油工程,"赵乃迪,王礼沫",3.46,增持,0.13,0.15,0.17,0.19,745.87,852.93,966.04,1083.19,3.49,14.35,13.26,12.13,22.68,22.65,20.00,17.83,0.65,0.72,0.70,0.68,2.86%,3.19%,3.52%,3.84%,5583.15,5583.15,19317.69,2025-01-13

,,600583.SH,海油工程,"赵乃迪,蔡嘉豪,王礼沫",5.35,增持,0.37,0.46,0.53,0.61,1620.51,2027.04,2337.29,2700.73,11.19,25.09,15.31,15.55,16.21,11.67,10.12,8.76,1.06,0.90,0.85,0.80,6.54%,7.75%,8.44%,9.17%,4421.35,4421.35,23654.25,2024-10-28

,,600688.SH,上海石化,"赵乃迪,蔡嘉豪",2.78,增持,-0.13,0.03,0.06,0.10,-1405.88,311.11,658.80,1045.10,51.05,-122.13,111.76,58.64,-21.97,96.50,45.57,28.73,1.24,1.19,1.16,1.12,-5.66%,1.24%,2.55%,3.89%,7328.81,10675.23,29677.13,2024-08-22

,,600871.SH,石化油服,"赵乃迪,蔡嘉豪,王礼沫",1.97,增持,0.03,0.05,0.07,0.08,589.22,1008.02,1262.44,1450.24,27.04,71.08,25.24,14.88,58.96,37.09,29.62,25.77,4.33,4.14,3.63,3.18,7.34%,11.16%,12.26%,12.35%,13569.38,18979.41,37389.44,2024-11-03

,,601966.SH,玲珑轮胎,"赵乃迪,蔡嘉豪",18.11,增持,0.94,1.47,1.78,2.15,1390.67,2169.80,2618.26,3172.11,376.88,56.03,20.67,21.15,20.38,12.30,10.19,8.41,1.36,1.18,1.08,0.99,6.65%,9.58%,10.64%,11.75%,1463.50,1463.50,26504.03,2024-04-29

,,603727.SH,博迈科,"赵乃迪,王礼沫",11.70,增持,-0.27,0.42,0.93,1.37,-75.48,118.85,262.15,385.88,-216.81,-257.46,120.57,47.20,-46.77,27.73,12.57,8.54,1.10,1.00,0.94,0.87,-2.35%,3.62%,7.49%,10.20%,281.72,281.72,3296.12,2025-01-17

,,688268.SH,华特气体,"赵乃迪,周家诺",45.22,增持,1.42,1.95,2.72,3.44,171.12,234.64,326.88,413.79,-17.03,37.12,39.31,26.59,47.44,23.20,16.65,13.16,4.45,2.72,2.41,2.12,9.38%,11.74%,14.49%,16.09%,120.22,120.39,5443.82,2024-09-03

,基础化工,000683.SZ,远兴能源,"赵乃迪,蔡嘉豪",5.60,买入,0.38,0.68,0.78,0.90,1409.92,2554.51,2906.73,3368.49,-46.99,81.18,13.79,15.89,15.57,8.20,7.20,6.22,1.63,1.40,1.30,1.19,10.45%,17.12%,18.05%,19.18%,3314.30,3739.18,20939.39,2024-11-03

,,000990.SZ,诚志股份,"赵乃迪,蔡嘉豪",7.34,买入,0.15,0.24,0.28,0.33,177.40,288.14,343.53,403.59,235.48,62.42,19.22,17.48,56.24,30.96,25.97,22.10,0.57,0.50,0.49,0.48,1.01%,1.61%,1.89%,2.19%,1215.24,1215.24,8919.84,2024-07-29

,,002001.SZ,新和成,"赵乃迪,蔡嘉豪",22.06,买入,0.87,1.49,1.80,2.04,2704.24,4596.11,5562.21,6293.59,-25.30,69.96,21.02,13.15,19.39,14.84,12.26,10.83,2.11,2.43,2.18,1.97,10.90%,16.41%,17.82%,18.15%,3037.01,3073.42,67799.68,2024-08-23

,,002250.SZ,联化科技,"赵乃迪,周家诺",5.97,买入,-0.50,0.08,0.12,0.20,-465.24,73.11,110.72,182.79,-166.76,-115.71,51.44,65.09,-14.15,75.39,49.78,30.15,1.02,0.85,0.84,0.82,-7.22%,1.13%,1.68%,2.71%,906.53,911.33,5440.66,2024-08-26

,,002407.SZ,多氟多,"赵乃迪,周家诺,胡星月",11.65,买入,0.43,0.07,0.13,0.21,509.81,77.64,156.29,250.13,-73.83,-84.77,101.30,60.04,35.63,178.63,88.74,55.45,1.95,1.54,1.52,1.49,5.47%,0.86%,1.71%,2.69%,1080.55,1190.43,13868.54,2024-11-04

,,002539.SZ,云图控股,"赵乃迪,周家诺",7.78,买入,0.74,0.71,0.88,1.06,891.86,853.20,1059.30,1277.71,-40.22,-4.33,24.16,20.62,11.17,11.01,8.87,7.35,1.20,1.06,0.97,0.88,10.78%,9.60%,10.91%,11.95%,883.14,1207.72,9396.09,2024-10-28

,,002601.SZ,龙佰集团,"赵乃迪,周家诺",17.43,买入,1.35,1.47,1.83,2.06,3226.44,3516.81,4374.52,4924.13,-5.64,9.00,24.39,12.56,12.67,11.83,9.51,8.45,1.82,1.60,1.37,1.18,14.35%,13.53%,14.40%,13.95%,1988.66,2386.29,41593.09,2024-08-28

,,002709.SZ,天赐材料,"赵乃迪,周家诺,胡星月",18.75,买入,0.98,0.31,0.65,1.09,1890.62,600.94,1242.71,2091.52,-66.92,-68.21,106.79,68.30,25.52,59.87,28.95,17.20,3.61,2.69,2.48,2.20,14.16%,4.49%,8.57%,12.79%,1385.02,1918.83,35977.97,2024-08-30

,,002895.SZ,川恒股份,"赵乃迪,周家诺",22.05,买入,1.53,1.72,2.38,3.32,766.40,934.09,1289.42,1799.07,1.14,21.88,38.04,39.53,12.44,12.79,9.27,6.64,1.66,1.94,1.72,1.47,13.31%,15.18%,18.52%,22.20%,540.17,541.98,11950.72,2024-08-29

,,300037.SZ,新宙邦,"赵乃迪,胡星月",33.69,买入,1.35,1.35,1.95,2.68,1011.07,1015.30,1469.86,2019.00,-42.50,0.42,44.77,37.36,35.07,25.02,17.28,12.58,3.86,2.61,2.33,2.03,11.02%,10.42%,13.47%,16.17%,546.09,753.88,25398.33,2024-08-25

,,300041.SZ,回天新材,"赵乃迪,胡星月",8.88,买入,0.53,0.46,0.55,0.63,298.75,258.10,309.05,351.20,2.41,-13.61,19.74,13.64,18.76,19.25,16.07,14.14,1.95,1.61,1.49,1.37,10.37%,8.37%,9.25%,9.66%,544.42,559.42,4967.69,2024-08-21

,,300054.SZ,鼎龙股份,"赵乃迪,周家诺",26.78,买入,0.23,0.55,0.71,0.98,222.01,511.47,662.47,921.67,-43.08,130.38,29.52,39.13,103.03,49.13,37.93,27.26,5.12,5.05,4.46,3.83,4.97%,10.28%,11.76%,14.06%,728.17,938.28,25127.21,2024-10-25

,,300082.SZ,奥克股份,"赵乃迪,蔡嘉豪",6.05,买入,-0.45,0.02,0.05,0.07,-308.93,12.62,36.38,46.50,-5621.07,-104.09,188.27,27.82,-15.34,326.04,113.10,88.49,1.61,1.39,1.38,1.36,-10.51%,0.43%,1.22%,1.53%,678.21,680.10,4114.59,2024-08-06

,,300174.SZ,元力股份,"王招华,马俊,戴默,方驭涛,张寅帅",15.12,买入,0.65,0.90,1.06,0.00,237.15,325.43,387.01,0.00,5.65,37.23,18.92,-100.00,24.70,16.89,14.20,0.00,1.88,1.65,1.49,0.00,7.62%,9.78%,10.53%,0.00%,364.56,365.85,5531.70,2024-07-15

,,300481.SZ,濮阳惠成,"赵乃迪,胡星月",14.88,买入,0.79,0.80,0.94,1.07,235.12,235.71,279.05,317.84,-44.32,0.25,18.39,13.90,21.99,18.67,15.77,13.84,2.11,1.72,1.59,1.46,9.61%,9.20%,10.07%,10.57%,293.95,295.70,4400.07,2024-08-25

,,300655.SZ,晶瑞电材,"赵乃迪,周家诺",9.03,买入,0.01,0.03,0.10,0.13,14.82,36.03,101.13,134.41,-90.93,143.12,180.68,32.91,655.02,265.57,94.61,71.18,4.25,3.49,3.38,3.25,0.65%,1.31%,3.57%,4.56%,1011.65,1059.56,9567.79,2024-10-30

,,300699.SZ,光威复材,"刘宇辰,汲萌",32.45,买入,1.05,1.25,1.47,1.67,873.17,1035.57,1225.12,1392.41,-6.54,18.60,18.30,13.65,25.39,26.05,22.02,19.37,4.07,4.45,3.97,3.55,16.03%,17.07%,18.02%,18.32%,821.44,831.35,26977.37,2024-11-11

,,300758.SZ,七彩化学,"赵乃迪,周家诺",14.15,买入,0.03,0.43,0.62,0.77,11.00,175.37,250.48,313.02,496.56,1494.27,42.83,24.97,375.00,32.76,22.94,18.35,2.57,3.24,2.84,2.46,0.69%,9.88%,12.36%,13.38%,352.89,406.04,5745.45,2024-10-15

,,600160.SH,巨化股份,"赵乃迪,蔡嘉豪",26.08,买入,0.35,0.86,1.18,1.36,943.51,2320.59,3181.72,3666.81,-60.37,145.95,37.11,15.25,47.18,30.34,22.13,19.20,2.77,3.89,3.42,3.03,5.87%,12.82%,15.47%,15.77%,2699.75,2699.75,70409.38,2024-08-26

,,600216.SH,浙江医药,"赵乃迪,蔡嘉豪",14.78,买入,0.45,1.01,1.05,1.10,429.64,969.84,1008.48,1058.18,-20.37,125.73,3.98,4.93,24.10,14.66,14.09,13.43,1.08,1.36,1.29,1.22,4.46%,9.28%,9.14%,9.08%,961.63,961.64,14213.01,2024-08-23

,,600299.SH,安迪苏,"赵乃迪,蔡嘉豪,胡星月,王礼沫",11.70,买入,0.02,0.51,0.57,0.65,52.17,1359.32,1519.91,1750.32,-95.82,2505.56,11.81,15.16,411.29,23.08,20.64,17.93,1.43,1.93,1.81,1.69,0.35%,8.37%,8.78%,9.43%,2681.90,2681.90,31378.25,2024-12-28

,,600309.SH,万华化学,"赵乃迪,周家诺",67.52,买入,5.36,5.66,6.64,7.91,16815.76,17768.65,20832.37,24826.86,3.59,5.67,17.24,19.17,14.34,11.93,10.18,8.54,2.72,2.09,1.82,1.58,18.97%,17.54%,17.90%,18.46%,3139.75,3139.75,211995.69,2024-08-13

,,600426.SH,华鲁恒升,"赵乃迪,蔡嘉豪",20.66,买入,1.68,2.19,2.66,3.00,3575.90,4656.24,5651.25,6374.31,-43.14,30.21,21.37,12.79,16.38,9.42,7.76,6.88,2.03,1.36,1.21,1.08,12.38%,14.43%,15.58%,15.68%,2115.69,2123.27,43866.69,2024-08-26

,,600486.SH,扬农化工,"赵乃迪,周家诺",54.78,买入,3.85,3.16,3.91,4.74,1565.02,1284.98,1589.51,1927.91,-12.77,-17.89,23.70,21.29,16.39,17.34,14.02,11.56,2.65,2.10,1.87,1.66,16.18%,12.12%,13.36%,14.32%,402.87,406.69,22278.31,2024-08-27

,,600596.SH,新安股份,"赵乃迪,胡星月",8.02,买入,0.10,0.18,0.30,0.40,140.22,248.89,402.96,540.21,-95.25,77.50,61.90,34.06,87.78,43.49,26.86,20.04,0.98,0.85,0.83,0.80,1.11%,1.95%,3.09%,4.01%,1292.97,1349.60,10823.77,2024-08-28

,,600803.SH,新奥股份,"赵乃迪,蔡嘉豪",19.60,买入,2.29,1.90,2.20,2.43,7091.11,5881.02,6811.72,7530.57,21.34,-17.06,15.83,10.55,7.35,10.32,8.91,8.06,2.20,2.21,1.87,1.60,29.98%,21.39%,20.99%,19.87%,2840.08,3097.09,60702.92,2024-08-27

,,603026.SH,石大胜华,"赵乃迪,周家诺,胡星月",33.20,买入,0.09,0.72,1.17,1.76,18.73,145.96,237.16,356.41,-97.90,679.28,62.48,50.28,496.36,46.10,28.37,18.88,2.39,1.67,1.58,1.46,0.48%,3.62%,5.57%,7.74%,202.68,202.68,6728.98,2024-05-07

,,603086.SH,先达股份,"赵乃迪,周家诺,胡星月",4.43,买入,-0.23,0.06,0.34,0.59,-97.89,26.8