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20231031_西南证券_医药行业证券研究报告:医药持仓持续提升CXO增持明显_24页.pdf

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20231031_西南证券_医药行业证券研究报告:医药持仓持续提升CXO增持明显_24页.pdf

2023 10 2023Q3 CXO S1250520030002 021-68416017 761981 23Q3 12.49%+0.79pp 9.82%+1.27pp 9.08%+1.48pp 7.59%-0.12pp(545)(501)(443)(224)(195)(+283)(+75)-U(+63)(+54)(+53)1(27%)(26.8%)(22.4%)(22.3%)(21.3%)2(22.1%)(19.3%)(18.2%)(18.1%)(16%)(492.9)(369.3)(357.7)(199.6)(114.9)(+208.5)(+43.4)(+34.8)(+24.2)-U(+18.7)YWDWuNmRnOoPqOnOnQsNqRaQbP7NoMmMpNsRlOpOqRfQqQsQbRrRxOMYqQtQvPnOtO2 2023Q3 15.9%7.79pp 1.01%+0.56pp 0.24%+0.18pp 10.18%-3.03pp 4.01%-1.28pp 0.72%-0.92pp 2023Q3 0.64%+0.37pp 0.77%+0.06pp 0.28%+0.06pp 0.05%-0.03pp 0.02%-0.03pp 0.38%-0.01pp 0.03%-0.01pp 3 23Q3 2.79%0.1pp 1922.7-96.3 1(16.3%)(14.6%)(11.9%)(11.3%)(11.2%)(3.3%)(3.0%)(2.7%)(1.4%)(1.3%)2(16.2%)(14.6%)(11.2%)(11.1%)(11.1%)(0.9%)(0.9%)(0.8%)(0.8%)(0.8%)(366.4)(227.9)(141.1)(78.4)(57.6)(+106.1)(+8.2)(+7.1)(+6.0)(+4.1)wind 2023Q3 1 4 2 2023Q3 23Q3 12.49%+0.79pp 9.82%+1.27pp 9.08%+1.48pp 7.59%-0.12pp 2023Q3 23Q3 2.79%0.1pp 1922.7-96.3 Wind 2,394 2,876 2,733 3,151 2,781 2,629 2,009 2,052 1,776 2,036 2,149 2,019.0 1,922.7 2.79%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 1 5 Wind 2023Q3()()医疗研发外包 15.90%7.79%245.53 5439.45 8.38%中药 10.18%-3.03%157.16 10515.98 16.21%化学制剂 9.29%0.08%143.42 13864.54 21.37%医院 5.24%0.00%80.91 3463.65 5.34%医疗设备 4.01%-1.28%61.94 7301.87 11.25%线下药店 1.22%-0.60%18.91 1170.75 1.80%疫苗 1.01%0.56%15.54 3991.59 6.15%医疗耗材 0.84%-0.33%13.04 3995.87 6.16%其他生物制品 0.77%-0.15%11.86 4172.92 6.43%原料药 0.72%-0.92%11.16 3483.84 5.37%医药流通 0.61%-0.12%9.46 2395.77 3.69%诊断服务 0.58%-0.13%8.90 748.69 1.15%血液制品 0.24%0.18%3.69 1284.96 1.98%体外诊断 0.18%-0.19%2.76 2938.82 4.53%医美耗材 0.09%-0.46%1.38 1382.98 2.13%2023Q3 15.9%7.79pp 1.01%+0.56pp 0.24%+0.18pp 10.18%-3.03pp 4.01%-1.28pp 0.72%-0.92pp-5%0%5%10%15%20%25%30%35%23Q3 23Q2 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 其他医疗服务 医美耗材 1 6 Wind 2023Q3()()化学制剂 0.77%0.06%315.44 13864.54 21.37%医疗研发外包 0.64%0.37%262.54 5439.45 8.38%医疗设备 0.63%0.05%259.86 7301.87 11.25%中药 0.38%-0.01%154.89 10515.98 16.21%医疗耗材 0.28%0.06%115.56 3995.87 6.16%医院 0.23%0.03%95.70 3463.65 5.34%诊断服务 0.16%0.00%66.82 748.69 1.15%其他生物制品 0.15%0.05%62.71 4172.92 6.43%疫苗 0.09%0.02%36.42 3991.59 6.15%医美耗材 0.08%0.00%33.30 1382.98 2.13%体外诊断 0.08%0.01%32.56 2938.82 4.53%医药流通 0.05%-0.03%21.53 2395.77 3.69%线下药店 0.05%0.01%20.75 1170.75 1.80%血液制品 0.03%-0.01%14.14 1284.96 1.98%原料药 0.02%-0.03%9.11 3483.84 5.37%其他医疗服务 0.01%0.00%2.62 124.47 0.19%保健品 0.00%0.00%0.03 574.11 0.88%2023Q3 0.64%+0.37pp 0.77%+0.06pp 0.28%+0.06pp 0.05%-0.03pp 0.02%-0.03pp 0.38%-0.01pp 0.03%-0.01pp 0.0%0.2%0.4%0.6%0.8%1.0%1.2%23Q3 23Q2 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 线下药店 医美耗材 2 7 23Q3 TOP20 Wind()600276.SH 545-56 357.7-11.1 12.5%0.4%12.5%0.4%-4%2,865 2,867 603259.SH 501 283 492.9 208.5 19.3%3.9%19.3%3.9%39%2,558 2,558 300760.SZ 443-43 369.3-30.5 11.3%0.3%11.3%0.3%-10%3,271 3,271 300122.SZ 224 53 114.9 24.2 16.6%2.2%9.8%1.3%14%691 1,168 300015.SZ 195 19 199.6-3.4 14.1%-0.1%11.9%0.2%-3%1,416 1,676 600079.SH 166-46 56.5-8.8 15.9%-0.7%14.3%-0.5%-10%354 395 002422.SZ 148-46 34.2-2.8 9.9%-0.6%8.0%-0.5%-1%344 430 000661.SZ 137 14 75.7 4.5 13.5%0.5%13.5%0.5%2%559 562 002821.SZ 118 75 83.9 34.8 15.5%3.8%15.0%3.7%28%540 561 300896.SZ 109-51 70.9-16.9 20.0%-1.7%8.4%-0.7%-11%355 844 600129.SH 101-28 47.4-14.9 18.2%-0.6%18.2%-0.6%-23%260 260 688235.SH-U 97 63 30.0 18.7 1.6%0.8%1.5%0.8%29%1,937 1,942 000963.SZ 93-7 35.2-24.6 4.8%-3.1%4.7%-3.1%-2%739 741 600085.SH 87-23 72.1-27.8 9.6%-3.1%9.6%-3.1%-2%751 751 688617.SH 81 7 46.3 8.5 26.8%4.4%18.1%3.0%2%173 256 300347.SZ 79 26 81.2 14.8 17.7%2.6%14.0%2.2%6%460 581 000999.SZ 76-30 49.4-18.2 10.1%-1.3%10.0%-1.3%-18%490 495 002223.SZ 73-20 29.8 0.2 9.2%0.5%8.6%0.4%-4%324 345 600436.SH 72-8 69.8-3.7 4.2%-0.1%4.2%0.0%-3%1,660 1,660 300633.SZ 71-9 23.0 0.9 11.0%1.5%11.0%1.5%-11%210 210 2 23Q3 20()603259.SH 501 283 492.9 208.5 19.3%3.9%19.3%3.9%39%2,558 2,558 002821.SZ 118 75 83.9 34.8 15.5%3.8%15.0%3.7%28%540 561 688235.SH-U 97 63 30.0 18.7 1.6%0.8%1.5%0.8%29%1,937 1,942 300759.SZ 70 54 59.6 43.4 11.1%5.6%10.7%7.2%24%536 556 300122.SZ 224 53 114.9 24.2 16.6%2.2%9.8%1.3%14%691 1,168 002737.SZ 52 30 5.0 3.3 3.4%2.3%3.4%2.3%5%146 146 600285.SH 52 30 7.4 1.9 7.4%1.2%7.3%1.3%12%101 102 300049.SZ 40 29 12.8 9.4 15.0%8.8%13.2%7.7%62%85 97 300347.SZ 79 26 81.2 14.8 17.7%2.6%14.0%2.2%6%460 581 000513.SZ 50 25 4.7 1.1 1.4%0.3%1.4%0.4%-1%338 346 300558.SZ 47 25 12.0 6.8 5.0%2.4%5.0%2.4%21%239 240 688062.SH-U 34 23 5.1 3.7 10.4%7.0%5.2%3.5%17%50 99 000538.SZ 38 20 12.4 9.2 1.3%1.0%1.3%1.0%2%951 958 300015.SZ 195 19 199.6-3.4 14.1%-0.1%11.9%0.2%-3%1,416 1,676 688578.SH 23 19 3.8 2.9 4.7%3.1%2.1%1.4%45%81 176 688108.SH 23 18 6.6 6.4 13.4%12.9%13.4%12.9%13%49 49 688276.SH 42 17 3.9 0.1 2.5%0.0%1.4%0.0%7%156 266 300677.SZ 28 17 6.3 3.6 5.9%3.3%4.3%2.4%3%107 147 002675.SZ 22 17 3.9 3.1 3.2%2.4%2.9%2.1%13%124 137 000661.SZ 137 14 75.7 4.5 13.5%0.5%13.5%0.5%2%559 562 Wind 8 2 9 23Q3 20()600276.SH 545-56 357.7-11.1 12.5%0.4%12.5%0.4%-4%2,865 2,867 300896.SZ 109-51 70.9-16.9 20.0%-1.7%8.4%-0.7%-11%355 844 600079.SH 166-46 56.5-8.8 15.9%-0.7%14.3%-0.5%-10%354 395 002422.SZ 148-46 34.2-2.8 9.9%-0.6%8.0%-0.5%-1%344 430 300760.SZ 443-43 369.3-30.5 11.3%0.3%11.3%0.3%-10%3,271 3,271 000999.SZ 76-30 49.4-18.2 10.1%-1.3%10.0%-1.3%-18%490 495 600557.SH 31-30 4.3-10.7 3.6%-6.0%3.5%-5.8%-23%120 122 600329.SH 20-29 5.1-6.6 1.8%-1.6%1.8%-1.6%-20%279 281 600129.SH 101-28 47.4-14.9 18.2%-0.6%18.2%-0.6%-23%260 260 600587.SH 18-27 3.5-6.8 3.1%-4.1%2.9%-3.3%-29%114 120 600085.SH 87-23 72.1-27.8 9.6%-3.1%9.6%-3.1%-2%751 751 000423.SZ 51-23 31.2-2.3 9.9%0.2%9.9%0.2%-9%316 316 300003.SZ 27-22 22.4-6.9 8.4%0.4%7.3%0.4%-28%266 309 002223.SZ 73-20 29.8 0.2 9.2%0.5%8.6%0.4%-4%324 345 600161.SH 36-19 14.4 0.3 3.4%0.2%3.4%0.3%-7%422 422 300595.SZ 11-19 4.5-3.5 2.6%-1.3%2.0%-1.0%-15%172 230 300314.SZ 1-19 0.0-3.3 0.0%-8.2%0.0%-5.4%-29%29 43 002332.SZ 8-18 4.9-13.9 4.2%-10.1%4.2%-10.1%-10%115 115 603392.SH 12-17 0.9-10.5 0.1%-1.2%0.1%-1.2%-28%607 608 603309.SH 4-16 0.4-2.2 1.0%-4.8%1.0%-4.8%-17%37 37 Wind 2 10 23Q3 TOP20()603259.SH 501 283 492.9 208.5 19.3%3.9%19.3%3.9%39%2,558 2,558 300760.SZ 443-43 369.3-30.5 11.3%0.3%11.3%0.3%-10%3,271 3,271 600276.SH 545-56 357.7-11.1 12.5%0.4%12.5%0.4%-4%2,865 2,867 300015.SZ 195 19 199.6-3.4 14.1%-0.1%11.9%0.2%-3%1,416 1,676 300122.SZ 224 53 114.9 24.2 16.6%2.2%9.8%1.3%14%691 1,168 002821.SZ 118 75 83.9 34.8 15.5%3.8%15.0%3.7%28%540 561 300347.SZ 79 26 81.2 14.8 17.7%2.6%14.0%2.2%6%460 581 000661.SZ 137 14 75.7 4.5 13.5%0.5%13.5%0.5%2%559 562 600085.SH 87-23 72.1-27.8 9.6%-3.1%9.6%-3.1%-2%751 751 300896.SZ 109-51 70.9-16.9 20.0%-1.7%8.4%-0.7%-11%355 844 600436.SH 72-8 69.8-3.7 4.2%-0.1%4.2%0.0%-3%1,660 1,660 603882.SH 52-11 64.4-6.7 22.3%2.0%22.1%1.9%-17%289 291 300759.SZ 70 54 59.6 43.4 11.1%5.6%10.7%7.2%24%536 556 600079.SH 166-46 56.5-8.8 15.9%-0.7%14.3%-0.5%-10%354 395 000999.SZ 76-30 49.4-18.2 10.1%-1.3%10.0%-1.3%-18%490 495 600129.SH 101-28 47.4-14.9 18.2%-0.6%18.2%-0.6%-23%260 260 688617.SH 81 7 46.3 8.5 26.8%4.4%18.1%3.0%2%173 256 002044.SZ 70 3 39.8-1.6 15.1%0.1%15.0%0.1%-4%263 266 000963.SZ 93-7 35.2-24.6 4.8%-3.1%4.7%-3.1%-2%739 741 002422.SZ 148-46 34.2-2.8 9.9%-0.6%8.0%-0.5%-1%344 430 Wind 2 11 23Q3 20()603259.SH 501 283 492.9 208.5 19.3%3.9%19.3%3.9%39%2,558 2,558 300759.SZ 70 54 59.6 43.4 11.1%5.6%10.7%7.2%24%536 556 002821.SZ 118 75 83.9 34.8 15.5%3.8%15.0%3.7%28%540 561 300122.SZ 224 53 114.9 24.2 16.6%2.2%9.8%1.3%14%691 1,168 688235.SH-U 97 63 30.0 18.7 1.6%0.8%1.5%0.8%29%1,937 1,942 300347.SZ 79 26 81.2 14.8 17.7%2.6%14.0%2.2%6%460 581 603456.SH 45 3 29.3 9.9 11.3%2.6%11.2%3.4%8%260 261 300049.SZ 40 29 12.8 9.4 15.0%8.8%13.2%7.7%62%85 97 000538.SZ 38 20 12.4 9.2 1.3%1.0%1.3%1.0%2%951 958 688617.SH 81 7 46.3 8.5 26.8%4.4%18.1%3.0%2%173 256 300558.SZ 47 25 12.0 6.8 5.0%2.4%5.0%2.4%21%239 240 688108.SH 23 18 6.6 6.4 13.4%12.9%13.4%12.9%13%49 49 300298.SZ 14-1 16.1 6.2 13.8%5.7%11.1%4.6%-6%117 145 300832.SZ 43 8 17.3 4.9 3.9%0.9%3.5%0.8%8%444 499 000661.SZ 137 14 75.7 4.5 13.5%0.5%13.5%0.5%2%559 562 300765.SZ 18 14 4.3 4.2 2.1%2.1%1.9%1.8%50%203 228 000403.SZ 19 14 5.3 3.8 4.0%2.8%3.4%2.4%5%135 155 688062.SH-U 34 23 5.1 3.7 10.4%7.0%5.2%3.5%17%50 99 300677.SZ 28 17 6.3 3.6 5.9%3.3%4.3%2.4%3%107 147 688212.SH 36 7 12.2 3.5 22.4%8.3%15.1%5.6%-13%54 81 Wind 2 12 23Q3 20()300760.SZ 443-43 369.3-30.5 11.3%0.3%11.3%0.3%-10%3,271 3,271 600085.SH 87-23 72.1-27.8 9.6%-3.1%9.6%-3.1%-2%751 751 000963.SZ 93-7 35.2-24.6 4.8%-3.1%4.7%-3.1%-2%739 741 000999.SZ 76-30 49.4-18.2 10.1%-1.3%10.0%-1.3%-18%490 495 300896.SZ 109-51 70.9-16.9 20.0%-1.7%8.4%-0.7%-11%355 844 600129.SH 101-28 47.4-14.9 18.2%-0.6%18.2%-0.6%-23%260 260 002332.SZ 8-18 4.9-13.9 4.2%-10.1%4.2%-10.1%-10%115 115 600276.SH 545-56 357.7-11.1 12.5%0.4%12.5%0.4%-4%2,865 2,867 600557.SH 31-30 4.3-10.7 3.6%-6.0%3.5%-5.8%-23%120 122 603392.SH 12-17 0.9-10.5 0.1%-1.2%0.1%-1.2%-28%607 608 300573.SZ 28-1 12.9-8.8 9.1%-11.9%7.0%-4.5%0%142 185 600079.SH 166-46 56.5-8.8 15.9%-0.7%14.3%-0.5%-10%354 395 600572.SH 29-12 7.4-8.5 5.1%-4.0%5.1%-4.0%-15%145 145 688301.SH 33-9 19.1-7.6 7.7%-8.8%7.7%-1.6%-13%249 249 600976.SH 24-14 13.3-7.0 13.1%-4.1%13.0%-4.1%-15%101 102 300003.SZ 27-22 22.4-6.9 8.4%0.4%7.3%0.4%-28%266 309 600587.SH 18-27 3.5-6.8 3.1%-4.1%2.9%-3.3%-29%114 120 603882.SH 52-11 64.4-6.7 22.3%2.0%22.1%1.9%-17%289 291 000028.SZ 12-8 2.2-6.7 1.3%-2.4%1.2%-2.4%-25%174 176 600329.SH 20-29 5.1-6.6 1.8%-1.6%1.8%-1.6%-20%279 281 Wind 3 13 23Q3 TOP20()605266.SH 20-10 10.4-4.1 27.0%-12.0%16.0%-1.5%-20%38 65 688617.SH 81 7 46.3 8.5 26.8%4.4%18.1%3.0%2%173 256 688212.SH 36 7 12.2 3.5 22.4%8.3%15.1%5.6%-13%54 81 603882.SH 52-11 64.4-6.7 22.3%2.0%22.1%1.9%-17%289 291 688658.SH 23 5 7.9-0.0 21.3%2.6%9.7%1.2%-13%37 82 300896.SZ 109-51 70.9-16.9 20.0%-1.7%8.4%-0.7%-11%355 844 300705.SZ 36 12 10.1 0.6 19.9%3.1%12.4%1.9%-8%51 82 603259.SH 501 283 492.9 208.5 19.3%3.9%19.3%3.9%39%2,558 2,558 301015.SZ 17-2 5.4-0.5 19.1%1.2%4.3%0.3%-10%28 126 002727.SZ 35-1 17.7-4.8 19.1%-2.3%12.8%-1.5%-11%93 138 600129.SH 101-28 47.4-14.9 18.2%-0.6%18.2%-0.6%-23%260 260 300347.SZ 79 26 81.2 14.8 17.7%2.6%14.0%2.2%6%460 581 300122.SZ 224 53 114.9 24.2 16.6%2.2%9.8%1.3%14%691 1,168 600079.SH 166-46 56.5-8.8 15.9%-0.7%14.3%-0.5%-10%354 395 002821.SZ 118 75 83.9 34.8 15.5%3.8%15.0%3.7%28%540 561 002044.SZ 70 3 39.8-1.6 15.1%0.1%15.0%0.1%-4%263 266 300049.SZ 40 29 12.8 9.4 15.0%8.8%13.2%7.7%62%85 97 300015.SZ 195 19 199.6-3.4 14.1%-0.1%11.9%0.2%-3%1,416 1,676 300298.SZ 14-1 16.1 6.2 13.8%5.7%11.1%4.6%-6%117 145 000661.SZ 137 14 75.7 4.5 13.5%0.5%13.5%0.5%2%559 562 Wind 3 14 23Q3 20()688108.SH 23 18 6.6 6.4 13.4%12.9%13.4%12.9%13%49 49 300049.SZ 40 29 12.8 9.4 15.0%8.8%13.2%7.7%62%85 97 688212.SH 36 7 12.2 3.5 22.4%8.3%15.1%5.6%-13%54 81 688062.SH-U 34 23 5.1 3.7 10.4%7.0%5.2%3.5%17%50 99 300298.SZ 14-1 16.1 6.2 13.8%5.7%11.1%4.6%-6%117 145 300759.SZ 70 54 59.6 43.4 11.1%5.6%10.7%7.2%24%536 556 688617.SH 81 7 46.3 8.5 26.8%4.4%18.1%3.0%2%173 256 688076.SH 18 9 5.8 2.8 10.0%4.1%6.8%2.8%9%58 85 603259.SH 501 283 492.9 208.5 19.3%3.9%19.3%3.9%39%2,558 2,558 002821.SZ 118 75 83.9 34.8 15.5%3.8%15.0%3.7%28%540 561 688621.SH 13 7 6.2 2.2 11.9%3.6%8.6%2.6%11%52 72 688575.SH 13 8 2.6 1.9 5.0%3.6%2.4%1.7%4%51 109 300677.SZ 28 17 6.3 3.6 5.9%3.3%4.3%2.4%3%107 147 688578.SH 23 19 3.8 2.9 4.7%3.1%2.1%1.4%45%81 176 300705.SZ 36 12 10.1 0.6 19.9%3.1%12.4%1.9%-8%51 82 000403.SZ 19 14 5.3 3.8 4.0%2.8%3.4%2.4%5%135 155 688236.SH 5-1 1.5 1.2 3.6%2.7%1.6%1.2%0%43 95 300347.SZ 79 26 81.2 14.8 17.7%2.6%14.0%2.2%6%460 581 688315.SH 8 0 2.6 0.3 10.5%2.6%2.9%0.7%-18%25 90 603456.SH 45 3 29.3 9.9 11.3%2.6%11.2%3.4%8%260 261 Wind 3 15 23Q3 20()003020.SZ 3-11 0.3-4.8 1.4%-17.8%0.6%-8.0%-22%20 46 300452.SZ 4-8 0.4-4.4 1.3%-13.3%1.0%-10.5%-13%28 36 605266.SH 20-10 10.4-4.1 27.0%-12.0%16.0%-1.5%-20%38 65 300573.SZ 28-1 12.9-8.8 9.1%-11.9%7.0%-4.5%0%142 185 603987.SH 3-4 0.0-5.8 0.0%-10.1%0.0%-10.1%-18%47 47 002332.SZ 8-18 4.9-13.9 4.2%-10.1%4.2%-10.1%-10%115 115 603998.SH 7-8 1.3-5.5 2.8%-9.9%2.7%-9.6%-11%47 49 688301.SH 33-9 19.1-7.6 7.7%-8.8%7.7%-1.6%-13%249 249 300314.SZ 1-19 0.0-3.3 0.0%-8.2%0.0%-5.4%-29%29 43 600557.SH 31-30 4.3-10.7 3.6%-6.0%3.5%-5.8%-23%120 122 688050.SH 26-15 23.4-1.8 12.4%-5.3%12.4%0.7%-14%189 189 603309.SH 4-16 0.4-2.2 1.0%-4.8%1.0%-4.8%-17%37 37 603108.SH 6-12 0.7-4.6 0.8%-4.1%0.8%-4.1%-17%86 86 600587.SH 18-27 3.5-6.8 3.1%-4.1%2.9%-3.3%-29%114 120 600976.SH 24-14 13.3-7.0 13.1%-4.1%13.0%-4.1%-15%101 102 600572.SH 29-12 7.4-8.5 5.1%-4.0%5.1%-4.0%-15%145 145 300358.SZ 1-6 0.0-3.0 0.0%-3.9%0.0%-3.5%-14%67 74 600422.SH 15-14 3.8-6.3 2.6%-3.9%2.6%-3.8%-8%145 145 300294.SZ 9-14 0.3-5.9 0.2%-3.8%0.2%-3.2%-13%133 157 688513.SH 9 4 4.3 0.9 6.5%-3.7%6.5%1.3%2%66 66 Wind 4 16 23Q3 TOP20()603882.SH 52-11 64.4-6.7 22.3%2.0%22.1%1.9%-17%289 291 603259.SH 501 283 492.9 208.5 19.3%3.9%19.3%3.9%39%2,558 2,558 600129.SH 101-28 47.4-14.9 18.2%-0.6%18.2%-0.6%-23%260 260 688617.SH 81 7 46.3 8.5 26.8%4.4%18.1%3.0%2%173 256 605266.SH 20-10 10.4-4.1 27.0%-12.0%16.0%-1.5%-20%38 65 688212.SH 36 7 12.2 3.5 22.4%8.3%15.1%5.6%-13%54 81 002044.SZ 70 3 39.8-1.6 15.1%0.1%15.0%0.1%-4%263 266 002821.SZ 118 75 83.9 34.8 15.5%3.8%15.0%3.7%28%540 561 600079.SH 166-46 56.5-8.8 15.9%-0.7%14.3%-0.5%-10%354 395 300347.SZ 79 26 81.2 14.8 17.7%2.6%14.0%2.2%6%460 581 000661.SZ 137 14 75.7 4.5 13.5%0.5%13.5%0.5%2%559 562 688108.SH 23 18 6.6 6.4 13.4%12.9%13.4%12.9%13%49 49 300049.SZ 40 29 12.8 9.4 15.0%8.8%13.2%7.7%62%85 97 600976.SH 24-14 13.3-7.0 13.1%-4.1%13.0%-4.1%-15%101 102 002727.SZ 35-1 17.7-4.8 19.1%-2.3%12.8%-1.5%-11%93 138 600276.SH 545-56 357.7-11.1 12.5%0.4%12.5%0.4%-4%2,865 2,867 300705.SZ 36 12 10.1 0.6 19.9%3.1%12.4%1.9%-8%51 82 688050.SH 26-15 23.4-1.8 12.4%-5.3%12.4%0.7%-14%189 189 300015.SZ 195 19 199.6-3.4 14.1%-0.1%11.9%0.2%-3%1,416 1,676 300760.SZ 443-43 369.3-30.5 11.3%0.3%11.3%0.3%-10%3,271 3,271 Wind 5 17 23Q3 20()688108.SH 23 18 6.6 6.4 13.4%12.9%13.4%12.9%13%49 49 300049.SZ 40 29 12.8 9.4 15.0%8.8%13.2%7.7%62%85 97 300759.SZ 70 54 59.6 43.4 11.1%5.6%10.7%7.2%24%536 556 688212.SH 36 7 12.2 3.5 22.4%8.3%15.1%5.6%-13%54 81 300298.SZ 14-1 16.1 6.2 13.8%5.7%11.1%4.6%-6%117 145 603259.SH 501 283 492.9 208.5 19.3%3.9%19.3%3.9%39%2,558 2,558 002821.SZ 118 75 83.9 34.8 15.5%3.8%15.0%3.7%28%540 561 688062.SH-U 34 23 5.1 3.7 10.4%7.0%5.2%3.5%17%50 99 603456.SH 45 3 29.3 9.9 11.3%2.6%11.2%3.4%8%260 261 688617.SH 81 7 46.3 8.5 26.8%4.4%18.1%3.0%2%173 256 688076.SH 18 9 5.8 2.8 10.0%4.1%6.8%2.8%9%58 85 688621.SH 13 7 6.2 2.2 11.9%3.6%8.6%2.6%11%52 72 300558.SZ 47 25 12.0 6.8 5.0%2.4%5.0%2.4%21%239 240 300677.SZ 28 17 6.3 3.6 5.9%3.3%4.3%2.4%3%107 147 000403.SZ 19 14 5.3 3.8 4.0%2.8%3.4%2.4%5%135 155 002737.SZ 52 30 5.0 3.3 3.4%2.3%3.4%2.3%5%146 146 300347.SZ 79 26 81.2 14.8 17.7%2.6%14.0%2.2%6%460 581 002675.SZ 22 17 3.9 3.1 3.2%2.4%2.9%2.1%13%124 137 603882.SH 52-11 64.4-6.7 22.3%2.0%22.1%1.9%-17%289 291 300705.SZ 36 12 10.1 0.6 19.9%3.1%12.4%1.9%-8%51 82 Wind 5 18 23Q3 20()300452.SZ 4-8 0.4-4.4 1.3%-13.3%1.0%-10.5%-13%28 36 603987.SH 3-4 0.0

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