20230922_西部证券_房地产行业城中村改造如箭在弦：从深圳等城市经验看城中村改造的方式与影响_27页.pdf

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29.90%600082.SH 29.20%600322.SH 26.28%000897.SZ 6.28%000965.SZ 51.45%600239.SH 20.26%000909.SZ ST 39.16%000514.SZ 63.19%iFinD 2023 8 17 7()()2021 2022 2023H1 2021 2022 2023H1 2021 2022 2023H1 2021 2022 2023H1 2121.1 2070.6 729.7 324.0 280.9 137.4 27.0%26.2%25.7%15.3%13.6%18.8%573.8 724.2 321.0 35.9 39.5 21.8 21.8%20.5%17.8%6.3%5.5%6.8%320.5 315.4 60.6-27.2 20.9-1.2 38.8%33.9%34.4%-8.5%6.6%-1.9%232.7 264.6 128.0 19.3 19.5 9.3 19.7%20.4%17.1%8.3%7.4%7.3%69.4 105.5 48.4 3.8 3.4 0.3 22.7%24.8%11.4%5.4%3.2%0.6%75.6 40.3 29.8 8.8 3.3 1.7 28.3%26.7%15.9%11.6%8.3%5.8%8()(,)EPS(/)PE()2023E 2024E 2025E 2023E 2024E 2025E 1109.HK 31.9 2274.77 4.26 4.69 5.26 7.00 6.35 5.66 0123.HK 9.26 372.75 1.10 1.25 1.43 7.90 6.89 6.03 0604.HK 1.28 113.90 0.40-3.01-000090.SZ 6.26 116.97 1.12 1.19 1.29 5.58 5.24 4.87 600665.SH 4.04 34.91 0.59 0.71 0.81 6.85 5.66 4.97 002208.SZ 6.7 53.82-iFinD 2023 9 21 1HKD=0.9340CNY EPS iFinD|2023 09 22 18|5.1 85 3+1 2022 CRH(Land)Limited Commotra Company Limited 59.55%100%9 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021-38584209/QQ BBS 91610000719782242D