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20230427_西南证券_医药行业证券研究报告:2023Q1持仓分析_25页.pdf

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20230427_西南证券_医药行业证券研究报告:2023Q1持仓分析_25页.pdf

2023 4 2023Q1 23Q1 S1250520030002 021-68416017 592151 23Q1 11.66%+0.03pp 8.24%+0.13pp 7.42%-0.04pp 7.89%-0.42pp(486)(394)(380)(281)(242)(+176)(+134)(+73)(+68)(+65)1(27.8%)(26.6%)(24.7%)(23.7%)(20.9%)2(18.2%)(17.3%)(16.6%)(16.4%)(16.4%)(386.4)(384.4)(295.7)(211.7)(138.8)(+74.7)(+68.5)(+47.9)(+47.3)(+33.6)0YAZuNnQnOrQtNoNnQrOmNaQ8Q9PnPrRsQtQlOrRqMjMtRqPbRrRxOwMnNsNuOnPmO2 2023Q1 6.7%2.27pp 8.41%+1.82pp 2.5%+0.46pp 12.47%-3.7pp 6.67%-2.37pp 1.56%-1.09pp 2023Q1 0.55%+0.35pp 0.44%+0.26pp 0.47%+0.26pp 0.05%-0.13pp 0.01%+0.01pp 0.03%0.02pp 3 23Q1 2.87%0.06pp 2149+113 1 17.1%15.6%14.2%14%13.6%+4.2%+3.7%+2.4%+2.4%+1.8%2 17%15.6%13.5%12.6%12.3%+1%+1%+0.9%+0.9%+0.9%476 164 146 116 77+29+25+10+6+6 wind 2023Q1 1 4 2 2023Q1 23Q1 11.66%+0.03pp 8.24%+0.13pp 7.42%-0.04pp 7.89%-0.42pp 23Q1 23Q1 2.87%0.06pp 2149+113 Wind 1,650 2,362 2,394 2,876 2,733 3,151 2,781 2,629 2,009 2,052 1,776 2,036 2,149 2.87%0.0%0.5%1.0%1.5%2.0%2.5%3.0%3.5%4.0%05001,0001,5002,0002,5003,0003,500持 股 市值(亿元)占 总 市 值 比 例 2014Q1,17.79%2017Q3,8.18%2018Q2,14.50%2020Q2,17.2%类别名称,值 2014Q1,19.42%2014Q4,8.10%2017Q3,6.74%类别名称,值 0%5%10%15%20%25%2012Q12012Q32013Q12013Q32014Q12014Q32015Q12015Q32016Q12016Q32017Q12017Q32018Q12018Q32019Q12019Q32020Q12020Q32021Q12021Q32022Q12022Q32023Q1全 部公 募 基金 扣 除主动 医药基 金 扣 除主动 医药基 金及指 数基金 申 万医 药 股总 市 值占 比 1 5 Wind 2023Q1()()12.47%-3.7%265.95 4653.49 6.22%8.41%1.82%179.46 11293.06 15.1%6.7%2.27%142.89 12090.5 16.17%6.67%-2.37%142.39 4171.07 5.58%5.63%0.01%120.04 5925.42 7.93%2.5%0.46%53.28 1480.72 1.98%2.22%-0.48%47.45 3554.01 4.75%1.56%-1.09%33.26 2613.47 3.5%1.44%-30.67 1619 2.17%1.16%0.1%24.82 2435.33 3.26%0.69%-0.59%14.8 4185.22 5.6%0.4%0.33%8.45 2483.7 3.32%0.38%0.23%8.12 2593.91 3.47%0.33%0.13%7.14 940 1.26%0.02%0%0.42 1257.08 1.68%0.01%-0.17 183 0.24%2023Q1 6.7%2.27pp 8.41%+1.82pp 2.5%+0.46pp 12.47%-3.7pp 6.67%-2.37pp 1.56%-1.09pp-5%0%5%10%15%20%25%30%35%23Q1 22Q4 22Q3 22Q2 22Q1化学制剂 中药 线下药店 体外诊断 医药流通 诊断服务 其他生物制品 医疗设备 血液制品 原料药 疫苗 医疗耗材 医院 医疗研发外包 1 6 Wind 2023Q1()()0.55%0.35%265.19 5925.42 7.93%0.47%0.26%227.2 4653.49 6.22%0.44%0.26%211.38 12090.5 16.17%0.34%0.24%164.3 11293.06 15.1%0.31%0.18%150.55 4171.07 5.58%0.15%0.12%71.35 940 1.26%0.13%-62.15 1619 2.17%0.13%0.03%60.46 2613.47 3.50%0.11%0.05%50.56 4185.22 5.60%0.1%0.06%49.18 2435.33 3.26%0.09%0.04%41.31 3554.01 4.75%0.06%0.05%27.07 2593.91 3.47%0.05%-0.13%25.07 1480.72 1.98%0.03%0.02%15.2 2483.7 3.32%0.03%0.02%12.57 1257.08 1.68%0.01%0.01%2.93 183 0.24%0.0%-0.04 662.5 0.89%2023Q1 0.55%+0.35pp 0.44%+0.26pp 0.47%+0.26pp 0.05%-0.13pp 0.01%+0.01pp 0.03%0.02pp 0.0%0.2%0.4%0.6%0.8%1.0%1.2%23Q1 22Q4 22Q3 22Q2 22Q1医疗设备 化学制剂 医疗研发外包 中药 医院 诊断服务 其他生物制品 医药流通 疫苗 原料药 医疗耗材 体外诊断 血液制品 其他医疗服务 医院 2 7 23Q1 TOP20 Wind()300760.SZ 486-50 384.4-8.7 10.2%-0.7%10.2%-0.7%-1%3,656 3,656 603259.SH 394 34 386.4 74.7 16.4%1.7%16.4%1.7%-2%2,221 2,226 600276.SH 380 134 211.7 68.5 7.7%1.4%7.7%1.4%11%3,084 3,084 300015.SZ 281-1 295.7 17.4 16.4%-0.4%13.3%-0.5%0%1,669 2,017 300896.SZ 242 27 130.5 4.7 26.6%-2.4%10.8%-1.1%-1%453 1,115 600079.SH 217 176 58.2 47.3 14.9%10.5%13.3%9.5%12%393 441 300122.SZ 204-100 112.9-15.1 14.9%-1.1%8.6%-0.6%-7%778 1,344 000661.SZ 159 12 79.2-14.3 12.1%-2.4%12.0%-1.6%-2%652 656 300347.SZ 133-39 138.8 1.7 20.9%-0.9%16.6%-0.6%-9%651 820 000999.SZ 117 65 37.9 7.3 6.7%-1.4%6.7%-1.4%23%572 578 002422.SZ 116 73 23.4 20.5 7.0%5.8%5.6%4.7%7%352 441 000963.SZ 113 23 67.8 33.6 8.4%3.5%8.3%3.5%-1%711 712 600129.SH 105 59 43.4 26.4 18.2%5.5%18.2%5.5%43%240 240 600085.SH 100 23 87.0 12.8 11.5%-0.4%11.5%-0.4%23%765 765 300633.SZ 96 8 31.5 9.9 13.3%2.4%13.3%2.4%1%223 223 600557.SH 84 68 20.9 19.2 11.3%9.0%11.2%8.9%71%181 184 000423.SZ 79 53 29.7 22.3 8.6%5.1%8.6%5.1%30%326 326 603882.SH 78 36 71.2 47.9 17.4%9.5%17.3%9.4%13%391 394 600436.SH 77 15 65.0 20.3 3.8%1.0%3.8%1.0%-1%1,583 1,583 300142.SZ 71-23 44.5-2.6 8.2%0.1%8.0%0.1%-14%517 530 2 8 23Q1 20()600079.SH 217 176 58.2 47.3 14.9%10.5%13.3%9.5%12%393 441 600276.SH 380 134 211.7 68.5 7.7%1.4%7.7%1.4%11%3,084 3,084 002422.SZ 116 73 23.4 20.5 7.0%5.8%5.6%4.7%7%352 441 600557.SH 84 68 20.9 19.2 11.3%9.0%11.2%8.9%71%181 184 000999.SZ 117 65 37.9 7.3 6.7%-1.4%6.7%-1.4%23%572 578 600129.SH 105 59 43.4 26.4 18.2%5.5%18.2%5.5%43%240 240 000423.SZ 79 53 29.7 22.3 8.6%5.1%8.6%5.1%30%326 326 688617.SH 55 48 17.8 17.5 11.2%10.8%7.6%7.3%15%156 232 002044.SZ 42 40 21.1 20.5 7.3%6.9%7.2%6.8%23%252 254 002727.SZ 62 37 33.5 19.5 23.7%9.2%15.9%6.2%12%114 170 600511.SH 37 37 15.6 15.6 7.6%7.6%5.5%5.5%34%221 301 603882.SH 78 36 71.2 47.9 17.4%9.5%17.3%9.4%13%391 394 600422.SH 41 36 20.2 19.6 12.9%12.2%12.9%12.2%47%149 149 300181.SZ 42 35 5.4 5.0 7.2%6.3%5.2%4.5%40%74 102 603259.SH 394 34 386.4 74.7 16.4%1.7%16.4%1.7%-2%2,221 2,226 600329.SH 41 33 9.0 8.2 2.9%2.4%2.9%2.4%39%307 310 688235.SH-U 43 32 14.3 13.4 0.8%0.7%0.8%0.7%-1%2,145 2,152 002262.SZ 43 32 10.2 7.0 4.4%2.0%3.8%1.8%7%241 276 300896.SZ 242 27 130.5 4.7 26.6%-2.4%10.8%-1.1%-1%453 1,115 300832.SZ 37 27 9.6 9.3 5.5%5.2%2.0%1.9%22%158 436 Wind 2 9 23Q1 20()301363.SZ 0-149 0.0-0.1 0.0%0.0%0.0%0.0%-5%18 181 688073.SH 0-104 0.0-0.2 0.0%0.0%0.0%0.0%51%20 93 300122.SZ 204-100 112.9-15.1 14.9%-1.1%8.6%-0.6%-7%778 1,344 688271.SH 0-78 0.0-16.9 0.0%-19.7%0.0%-1.1%-13%73 1,199 002001.SZ 22-59 1.8-12.7 0.3%-1.8%0.3%-1.8%-4%521 527 300595.SZ 22-54 10.6-7.6 4.8%-2.3%3.6%-1.4%-7%215 287 300760.SZ 486-50 384.4-8.7 10.2%-0.7%10.2%-0.7%-1%3,656 3,656 603456.SH 46-48 40.0-18.6 14.5%-3.5%13.4%-4.6%-22%268 290 688301.SH 36-46 26.1-35.4 24.7%-15.9%9.9%-6.3%-21%144 254 300347.SZ 133-39 138.8 1.7 20.9%-0.9%16.6%-0.6%-9%651 820 300759.SZ 38-34 51.4-24.3 9.2%-3.1%8.8%-2.9%-28%566 588 300244.SZ 12-34 6.5 0.2 4.5%0.2%3.6%0.1%14%140 174 300529.SZ 14-33 5.1-32.2 3.3%-11.7%2.1%-7.5%-2%152 239 688114.SH 0-32 0.0-2.9 0.0%-8.5%0.0%-0.7%-14%29 360 688331.SH 0-28 0.0-3.4 0.0%-2.8%0.0%-1.2%-24%233 362 603233.SH 17-26 3.3-4.8 0.9%-1.9%0.9%-1.9%-6%331 331 300142.SZ 71-23 44.5-2.6 8.2%0.1%8.0%0.1%-14%517 530 688293.SH 0-23 0.0-2.9 0.0%-14.0%0.0%-2.9%7%19 87 600521.SH 44-21 18.8-9.7 6.4%-3.8%6.3%-3.7%-8%279 285 000915.SZ 2-21 0.2-2.0 0.3%-2.0%0.3%-2.0%-20%82 82 Wind 2 10 23Q1 TOP20()603259.SH 394 34 386.4 74.7 16.4%1.7%16.4%1.7%-2%2,221 2,226 300760.SZ 486-50 384.4-8.7 10.2%-0.7%10.2%-0.7%-1%3,656 3,656 300015.SZ 281-1 295.7 17.4 16.4%-0.4%13.3%-0.5%0%1,669 2,017 600276.SH 380 134 211.7 68.5 7.7%1.4%7.7%1.4%11%3,084 3,084 300347.SZ 133-39 138.8 1.7 20.9%-0.9%16.6%-0.6%-9%651 820 300896.SZ 242 27 130.5 4.7 26.6%-2.4%10.8%-1.1%-1%453 1,115 300122.SZ 204-100 112.9-15.1 14.9%-1.1%8.6%-0.6%-7%778 1,344 600085.SH 100 23 87.0 12.8 11.5%-0.4%11.5%-0.4%23%765 765 000661.SZ 159 12 79.2-14.3 12.1%-2.4%12.0%-1.6%-2%652 656 603882.SH 78 36 71.2 47.9 17.4%9.5%17.3%9.4%13%391 394 000963.SZ 113 23 67.8 33.6 8.4%3.5%8.3%3.5%-1%711 712 600436.SH 77 15 65.0 20.3 3.8%1.0%3.8%1.0%-1%1,583 1,583 600079.SH 217 176 58.2 47.3 14.9%10.5%13.3%9.5%12%393 441 002821.SZ 60-12 56.7-17.5 12.0%-3.1%11.5%-3.0%-10%484 504 300759.SZ 38-34 51.4-24.3 9.2%-3.1%8.8%-2.9%-28%566 588 300142.SZ 71-23 44.5-2.6 8.2%0.1%8.0%0.1%-14%517 530 600129.SH 105 59 43.4 26.4 18.2%5.5%18.2%5.5%43%240 240 600763.SH 62-7 42.9-18.9 10.3%-4.7%10.3%-4.7%-15%374 374 603456.SH 46-48 40.0-18.6 14.5%-3.5%13.4%-4.6%-22%268 290 000999.SZ 117 65 37.9 7.3 6.7%-1.4%6.7%-1.4%23%572 578 Wind 2 11 23Q1 20()603259.SH 394 34 386.4 74.7 16.4%1.7%16.4%1.7%-2%2,221 2,226 600276.SH 380 134 211.7 68.5 7.7%1.4%7.7%1.4%11%3,084 3,084 603882.SH 78 36 71.2 47.9 17.4%9.5%17.3%9.4%13%391 394 600079.SH 217 176 58.2 47.3 14.9%10.5%13.3%9.5%12%393 441 000963.SZ 113 23 67.8 33.6 8.4%3.5%8.3%3.5%-1%711 712 600129.SH 105 59 43.4 26.4 18.2%5.5%18.2%5.5%43%240 240 000423.SZ 79 53 29.7 22.3 8.6%5.1%8.6%5.1%30%326 326 002044.SZ 42 40 21.1 20.5 7.3%6.9%7.2%6.8%23%252 254 002422.SZ 116 73 23.4 20.5 7.0%5.8%5.6%4.7%7%352 441 600436.SH 77 15 65.0 20.3 3.8%1.0%3.8%1.0%-1%1,583 1,583 600422.SH 41 36 20.2 19.6 12.9%12.2%12.9%12.2%47%149 149 002727.SZ 62 37 33.5 19.5 23.7%9.2%15.9%6.2%12%114 170 600557.SH 84 68 20.9 19.2 11.3%9.0%11.2%8.9%71%181 184 688617.SH 55 48 17.8 17.5 11.2%10.8%7.6%7.3%15%156 232 300015.SZ 281-1 295.7 17.4 16.4%-0.4%13.3%-0.5%0%1,669 2,017 002223.SZ 48 9 29.5 16.6 9.9%5.1%9.2%4.8%0%283 303 600511.SH 37 37 15.6 15.6 7.6%7.6%5.5%5.5%34%221 301 688235.SH-U 43 32 14.3 13.4 0.8%0.7%0.8%0.7%-1%2,145 2,152 600085.SH 100 23 87.0 12.8 11.5%-0.4%11.5%-0.4%23%765 765 000739.SZ 38 24 17.1 12.3 6.8%4.3%6.8%4.3%-1%240 240 Wind 2 12 23Q1 20()688301.SH 36-46 26.1-35.4 24.7%-15.9%9.9%-6.3%-21%144 254 300529.SZ 14-33 5.1-32.2 3.3%-11.7%2.1%-7.5%-2%152 239 300759.SZ 38-34 51.4-24.3 9.2%-3.1%8.8%-2.9%-28%566 588 600763.SH 62-7 42.9-18.9 10.3%-4.7%10.3%-4.7%-15%374 374 603456.SH 46-48 40.0-18.6 14.5%-3.5%13.4%-4.6%-22%268 290 002821.SZ 60-12 56.7-17.5 12.0%-3.1%11.5%-3.0%-10%484 504 688271.SH 0-78 0.0-16.9 0.0%-19.7%0.0%-1.1%-13%73 1,199 300122.SZ 204-100 112.9-15.1 14.9%-1.1%8.6%-0.6%-7%778 1,344 000661.SZ 159 12 79.2-14.3 12.1%-2.4%12.0%-1.6%-2%652 656 300363.SZ 13-16 1.3-13.9 0.7%-6.5%0.6%-5.4%-9%180 197 002001.SZ 22-59 1.8-12.7 0.3%-1.8%0.3%-1.8%-4%521 527 600521.SH 44-21 18.8-9.7 6.4%-3.8%6.3%-3.7%-8%279 285 300760.SZ 486-50 384.4-8.7 10.2%-0.7%10.2%-0.7%-1%3,656 3,656 688690.SH 4-13 0.2-7.9 0.2%-6.9%0.1%-2.7%-3%92 185 300595.SZ 22-54 10.6-7.6 4.8%-2.3%3.6%-1.4%-7%215 287 688131.SH 14-11 3.2-6.6 4.6%-8.5%2.6%-5.0%6%68 121 688016.SH 14-9 1.1-6.6 0.9%-11.6%0.9%-5.8%-9%126 126 688677.SH 56-9 11.3-6.3 20.9%-9.1%12.9%-5.3%-11%55 89 600529.SH 11-14 2.0-6.3 1.3%-3.5%1.1%-3.7%-8%150 168 300233.SZ 8 2 0.4-6.1 0.5%-6.7%0.4%-6.2%1%74 79 Wind 3 13 23Q1 TOP20()605266.SH 26 21 13.9 10.4 27.8%15.0%16.4%8.8%6%42 72 300896.SZ 242 27 130.5 4.7 26.6%-2.4%10.8%-1.1%-1%453 1,115 688301.SH 36-46 26.1-35.4 24.7%-15.9%9.9%-6.3%-21%144 254 002727.SZ 62 37 33.5 19.5 23.7%9.2%15.9%6.2%12%114 170 300347.SZ 133-39 138.8 1.7 20.9%-0.9%16.6%-0.6%-9%651 820 688677.SH 56-9 11.3-6.3 20.9%-9.1%12.9%-5.3%-11%55 89 600129.SH 105 59 43.4 26.4 18.2%5.5%18.2%5.5%43%240 240 603882.SH 78 36 71.2 47.9 17.4%9.5%17.3%9.4%13%391 394 301015.SZ 14 8 5.4 3.0 16.9%8.1%3.8%1.8%12%34 152 603259.SH 394 34 386.4 74.7 16.4%1.7%16.4%1.7%-2%2,221 2,226 300015.SZ 281-1 295.7 17.4 16.4%-0.4%13.3%-0.5%0%1,669 2,017 603987.SH 17-1 10.8 0.8 15.8%0.9%15.7%0.9%13%62 62 300298.SZ 13-4 22.6 5.5 15.4%1.6%12.4%1.3%-5%135 168 600079.SH 217 176 58.2 47.3 14.9%10.5%13.3%9.5%12%393 441 300122.SZ 204-100 112.9-15.1 14.9%-1.1%8.6%-0.6%-7%778 1,344 603456.SH 46-48 40.0-18.6 14.5%-3.5%13.4%-4.6%-22%268 290 300633.SZ 96 8 31.5 9.9 13.3%2.4%13.3%2.4%1%223 223 300705.SZ 23 12 7.9 4.8 13.0%5.6%8.1%3.6%17%54 87 688513.SH 13 1 4.2 0.2 13.0%0.5%6.6%0.3%-13%35 69 600422.SH 41 36 20.2 19.6 12.9%12.2%12.9%12.2%47%149 149 Wind 3 14 23Q1 20()605266.SH 26 21 13.9 10.4 27.8%15.0%16.4%8.8%6%42 72 600422.SH 41 36 20.2 19.6 12.9%12.2%12.9%12.2%47%149 149 300452.SZ 16 15 4.1 4.0 11.7%11.1%9.3%8.9%8%34 42 688617.SH 55 48 17.8 17.5 11.2%10.8%7.6%7.3%15%156 232 600079.SH 217 176 58.2 47.3 14.9%10.5%13.3%9.5%12%393 441 603882.SH 78 36 71.2 47.9 17.4%9.5%17.3%9.4%13%391 394 002727.SZ 62 37 33.5 19.5 23.7%9.2%15.9%6.2%12%114 170 600557.SH 84 68 20.9 19.2 11.3%9.0%11.2%8.9%71%181 184 301015.SZ 14 8 5.4 3.0 16.9%8.1%3.8%1.8%12%34 152 300723.SZ 6 4 4.7 4.6 8.1%8.0%3.7%3.7%26%62 135 600511.SH 37 37 15.6 15.6 7.6%7.6%5.5%5.5%34%221 301 002044.SZ 42 40 21.1 20.5 7.3%6.9%7.2%6.8%23%252 254 688315.SH 7 5 3.1 2.3 10.0%6.5%2.7%1.7%9%41 151 300181.SZ 42 35 5.4 5.0 7.2%6.3%5.2%4.5%40%74 102 300049.SZ 20 7 4.6 4.1 7.0%5.9%6.2%5.2%17%72 82 002422.SZ 116 73 23.4 20.5 7.0%5.8%5.6%4.7%7%352 441 002940.SZ 12 10 3.3 2.9 7.9%5.8%7.2%5.9%23%36 40 300705.SZ 23 12 7.9 4.8 13.0%5.6%8.1%3.6%17%54 87 603368.SH 22 20 6.7 5.6 7.5%5.6%7.5%5.6%32%83 83 600129.SH 105 59 43.4 26.4 18.2%5.5%18.2%5.5%43%240 240 Wind 3 15 23Q1 20()301096.SZ 4-6 0.0-4.1 0.1%-25.4%0.1%-6.0%-5%44 69 688271.SH 0-78 0.0-16.9 0.0%-19.7%0.0%-1.1%-13%73 1,199 688301.SH 36-46 26.1-35.4 24.7%-15.9%9.9%-6.3%-21%144 254 688293.SH 0-23 0.0-2.9 0.0%-14.0%0.0%-2.9%7%19 87 688198.SH 18 2 3.6-2.4 2.1%-13.6%2.1%-1.9%-3%156 156 300529.SZ 14-33 5.1-32.2 3.3%-11.7%2.1%-7.5%-2%152 239 688016.SH 14-9 1.1-6.6 0.9%-11.6%0.9%-5.8%-9%126 126 688105.SH 4-6 0.2-1.9 0.3%-9.3%0.1%-0.7%-24%63 151 688677.SH 56-9 11.3-6.3 20.9%-9.1%12.9%-5.3%-11%55 89 688131.SH 14-11 3.2-6.6 4.6%-8.5%2.6%-5.0%6%68 121 688114.SH 0-32 0.0-2.9 0.0%-8.5%0.0%-0.7%-14%29 360 688356.SH 3-7 2.3-5.6 4.3%-8.4%2.6%-5.1%-5%48 79 688202.SH 7-17 2.4-6.1 2.6%-7.5%1.8%-2.6%-27%100 146 688690.SH 4-13 0.2-7.9 0.2%-6.9%0.1%-2.7%-3%92 185 300233.SZ 8 2 0.4-6.1 0.5%-6.7%0.4%-6.2%1%74 79 300363.SZ 13-16 1.3-13.9 0.7%-6.5%0.6%-5.4%-9%180 197 300149.SZ 0-2 0.0-2.3 0.0%-4.9%0.0%-4.9%-1%50 50 002317.SZ 14-4 3.8-3.1 2.6%-4.8%2.2%-4.1%-24%157 181 600763.SH 62-7 42.9-18.9 10.3%-4.7%10.3%-4.7%-15%374 374 301239.SZ 0-15 0.0-1.0 0.0%-4.6%0.0%-1.1%40%33 131 Wind 4 16 23Q1 TOP20()600129.SH 105 59 43.4 26.4 18.2%5.5%18.2%5.5%43%240 240 603882.SH 78 36 71.2 47.9 17.4%9.5%17.3%9.4%13%391 394 300347.SZ 133-39 138.8 1.7 20.9%-0.9%16.6%-0.6%-9%651 820 605266.SH 26 21 13.9 10.4 27.8%15.0%16.4%8.8%6%42 72 603259.SH 394 34 386.4 74.7 16.4%1.7%16.4%1.7%-2%2,221 2,226 002727.SZ 62 37 33.5 19.5 23.7%9.2%15.9%6.2%12%114 170 603987.SH 17-1 10.8 0.8 15.8%0.9%15.7%0.9%13%62 62 603456.SH 46-48 40.0-18.6 14.5%-3.5%13.4%-4.6%-22%268 290 600079.SH 217 176 58.2 47.3 14.9%10.5%13.3%9.5%12%393 441 300633.SZ 96 8 31.5 9.9 13.3%2.4%13.3%2.4%1%223 223 300015.SZ 281-1 295.7 17.4 16.4%-0.4%13.3%-0.5%0%1,669 2,017 688677.SH 56-9 11.3-6.3 20.9%-9.1%12.9%-5.3%-11%55 89 600422.SH 41 36 20.2 19.6 12.9%12.2%12.9%12.2%47%149 149 300298.SZ 13-4 22.6 5.5 15.4%1.6%12.4%1.3%-5%135 168 000661.SZ 159 12 79.2-14.3 12.1%-2.4%12.0%-1.6%-2%652 656 002332.SZ 27 10 15.5 7.2 11.8%3.0%11.7%3.0%18%136 137 600085.SH 100 23 87.0 12.8 11.5%-0.4%11.5%-0.4%23%765 765 002821.SZ 60-12 56.7-17.5 12.0%-3.1%11.5%-3.0%-10%484 504 600557.SH 84 68 20.9 19.2 11.3%9.0%11.2%8.9%71%181 184 300896.SZ 242 27 130.5 4.7 26.6%-2.4%10.8%-1.1%-1%453 1,115 Wind 5 17 23Q1 20()600422.SH 41 36 20.2 19.6 12.9%12.2%12.9%12.2%47%149 149 600079.SH 217 176 58.2 47.3 14.9%10.5%13.3%9.5%12%393 441 603882.SH 78 36 71.2 47.9 17.4%9.5%17.3%9.4%13%391 394 600557.SH 84 68 20.9 19.2 11.3%9.0%11.2%8.9%71%181 184 300452.SZ 16 15 4.1 4.0 11.7%11.1%9.3%8.9%8%34 42 605266.SH 26 21 13.9 10.4 27.8%15.0%16.4%8.8%6%42 72 688617.SH 55 48 17.8 17.5 11.2%10.8%7.6%7.3%15%156 232 002044.SZ 42 40 21.1 20.5 7.3%6.9%7.2%6.8%23%252 254 002727.SZ 62 37 33.5 19.5 23.7%9.2%15.9%6.2%12%114 170 002940.SZ 12 10 3.3 2.9 7.9%5.8%7.2%5.9%23%36 40 688212.SH 28 20 7.0 5.0 12.1%1.1%8.1%5.8%-1%59 87 603368.SH 22 20 6.7 5.6 7.5%5.6%7.5%5.6%32%83 83 600511.SH 37 37 15.6 15.6 7.6%7.6%5.5%5.5%34%221 301 600129.SH 105 59 43.4 26.4 18.2%5.5%18.2%5.5%43%240 240 300049.SZ 20 7 4.6 4.1 7.0%5.9%6.2%5.2%17%72 82 000423.SZ 79 53 29.7 22.3 8.6%5.1%8.6%5.1%30%326 326 600572.SH 23 23 7.5 7.5 4.9%4.9%4.9%4.9%26%171 172 002223.SZ 48 9 29.5 16.6 9.9%5.1%9.2%4.8%0%283 303 002422.SZ 116 73 23.4 20.5 7.0%5.8%5.6%4.7%7%352 441 300181.SZ 42 35 5.4 5.0 7.2%6.3%5.2%4.5%40%74 102 Wind 5 18 23Q1 20()300529.SZ 14-33 5.1-

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