20240313_东方证券_国防军工行业央国企改革专题研究：央国企改革持续深化军工行业有望迎来高质量发展_24页.pdf
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9.5%10%10.5%75 202224 EVA 0 2021/3/20 315 2512 202224 2020 12%202224 ROE 10%2020/12/31 335 288 2019 202224 25%26%27%2022 ROE 15%16%17%75 202224 EVA 0 2020/12/26 171 1,672 2019 202123 10%75 2021 ROE 6.3%6.5%6.8%75 202123 EVA 2020/11/16 108 2959 2019 2021 23 10%10.5%11%EOE 11%75 202123 EVA EVA0 2020/12/18 127 1313 2017-2019 2021 23 16%75 2021 ROE 4.44%4.98%5.56%75 202123 EVA 2020/4/29 311 838:1 ROE 3.6%4.0%4.5%2 2019 10%13%16%75 3 2019 2019/12/31 777:ROE 4.70%4.90%5.40%;6.40%6.5%6.6%;5.30%5.4%5.5%;75 2019/11/09 3,207:ROE 13.6%75 2018 10%75 EVA EVA 0 2019/12/3 221 713:5%5.5%6.0%2019 15%75 EVA 0 2019/10/25 938 1 2018 2020 22 25%45%65%2020 75 2 2020 22 ROE 4.25%4.75%5.25%75 3 202022 EVA 12 2018/12/03 103 196 1 ROE 4.1%4.2%4.3%2 2017 13%14%15%3 93%75 4 2023H1 Wind 2021H1 5 2024 3 7 2024/01/11 2024/02/03 2023/12/21 100%2024/01/05 2023/06/15 30%2024/01/16 2022/10/27 17.14%2023/04/20 2022/01/04 5%2023/04/21 2020/08/31 40%2020/11/25 2020/04/29 92.593%80.247%12.346%100%2020/06/30 2020/04/29 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9 21 C919 5 6 2035 2023 000801.SZ 2022 39 9.6%35 60%1982 2023 6 2023 8 2020 80 2024 1 5 3.4 000733.SZ 1965 083 1997 2013 1.22 2.1+N 3.4.12 11.31 2018 2021 2018 2021 10%2023 25%5.95 2021-2023(300114)(600760)(600862)(000738)(600372)(600893)(000768)(002179)(000801)(000733)(600879)(600765)(002025)(688439)(603712)(002465)(300034)(688122)(002149)(000099)23 Tabl e_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
