20230725_西南证券_医药行业证券分析报告：医药持仓持续分化_24页.pdf

2023 7 2023Q2 S1250520030002 021-68416017 545561 23Q2 11.70%+0.04pp 8.54%+0.30pp 7.60%0.18pp 7.47%-0.42pp(601)(486)(218)(212)(194)(+221)(+78)(+45)(+25)(+24)1(39%)(22.4%)(22.3%)(21.3%)(20.3%)2(20.2%)(18.8%)(17.4%)(17.1%)(15.4%)(399.8)(368.8)(284.4)(203)(100)(+157.2)(+29.7)(+20.3)(+19.9)(+19)YWFUvMnQsRqRqOmPtOpQqR8OcMbRsQrRtRoNkPnNsNlOmOqO6MmNqOuOpNnRwMpNnP2 2023Q2 13.2%4.79pp 9.21%+2.51pp 0.71%+0.37pp 8.11%-4.36pp 5.24%-1.43pp 0.55%-0.89pp 2023Q2 0.71%+0.27pp 0.22%+0.09pp 0.39%+0.05pp 0.27%-0.2pp 0.21%-0.11pp 0.08%-0.05pp 3 23Q2 2.89%0.02pp 2019-130 1 16.7%15.5%15.4%13.3%12.7%+2.8%+2.7%+2.5%+1.7%+1.6%2 16.7%15.3%13.3%12.1%11.7%+1%+1%+0.9%+0.9%+0.9%482 174 121 90 62+10+10+6+5+5 wind 2023Q2 1 4 2 2023Q2 23Q2 11.70%+0.04pp 8.54%+0.30pp 7.60%+0.18pp 7.47%-0.42pp 2023Q2 23Q2 2.89%0.02pp 2019-130 Wind 2,362 2,394 2,876 2,733 3,151 2,781 2,629 2,009 2,052 1,776 2,036 2,149 2,019 2.89%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 2023Q2()()13.20%4.79%256.30 11172.25 19.97%9.21%2.51%178.75 12073.50 21.58%8.11%-4.36%157.36 3645.81 6.52%5.29%-0.33%102.73 5694.25 10.18%5.24%-1.43%101.72 3565.13 6.37%1.82%-0.68%35.32 1285.52 2.30%1.65%-0.58%31.94 3337.42 5.97%1.18%-0.38%22.84 2366.80 4.23%0.92%-0.24%17.90 2182.76 3.90%0.73%0.35%14.21 2666.78 4.77%0.71%0.37%13.77 940 1.68%0.55%-0.89%10.66 1619 2.89%0.45%-0.24%8.74 3514.59 6.28%0.37%-0.03%7.19 2158.93 3.86%0.06%0.04%1.20 1368.29 2.45%2023Q2 13.2%4.79pp 9.21%+2.51pp 0.71%+0.37pp 8.11%-4.36pp 5.24%-1.43pp 0.55%-0.89pp-5%0%5%10%15%20%25%30%35%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 2023Q2()()0.71%0.27%316.37 12073.50 21.58%0.58%0.03%260.36 5694.25 10.18%0.39%0.05%172.97 11172.25 19.97%0.27%-0.20%120.72 3645.81 6.52%0.22%0.09%98.33 2366.80 4.23%0.21%-0.11%91.45 3565.13 6.37%0.16%0.01%70.96 940.00 1.68%0.10%0.00%45.34 2182.76 3.90%0.08%-0.05%37.01 1619.00 2.89%0.08%0.02%35.69 2666.78 4.77%0.07%0.04%30.67 2158.93 3.86%0.07%-0.04%30.58 3514.59 6.28%0.06%-0.03%24.51 3337.42 5.97%0.04%0.02%19.13 1368.29 2.45%0.04%-0.01%18.43 1285.52 2.30%0.01%0.00%2.32 0.00 0.00%0.0%0.00%0.00 0.00 0.00%2023Q2 0.71%+0.27pp 0.22%+0.09pp 0.39%+0.05pp 0.27%-0.2pp 0.21%-0.11pp 0.08%-0.05pp 0.0%0.2%0.4%0.6%0.8%1.0%1.2%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 2 7 23Q2 TOP20 Wind()600276.SH 601 221 368.8 157.2 12.1%4.3%12.1%4.3%12%3,053 3,056 300760.SZ 486 0 399.8 15.3 11.0%0.7%11.0%0.8%-3%3,635 3,635 603259.SH 218-176 284.4-102.0 15.4%-1.2%15.4%-1.0%-23%1,846 1,849 600079.SH 212-5 65.3 7.1 16.6%1.6%14.8%1.5%5%393 440 002422.SZ 194 78 37.0 13.6 10.6%3.4%8.5%2.9%9%350 437 300015.SZ 176-105 203.0-92.6 14.2%-7.2%11.7%-1.5%-22%1,432 1,730 300122.SZ 171-33 90.7-22.2 14.4%-8.1%8.5%-0.1%-19%628 1,061 300896.SZ 160-82 87.8-42.7 22.3%-4.2%9.1%-1.7%-21%393 963 600129.SH 129 24 62.3 19.0 18.8%0.7%18.8%0.7%53%331 331 000661.SZ 123-36 71.3-8.0 13.0%0.9%12.9%0.9%-17%548 552 600085.SH 110 10 100.0 13.0 12.7%1.2%12.7%1.2%7%785 789 000999.SZ 106-11 67.6 29.7 11.4%4.5%11.3%4.6%11%593 600 000963.SZ 100-13 59.8-8.0 7.9%-0.5%7.9%-0.5%-7%759 761 002223.SZ 93 45 29.6 0.1 8.7%-1.3%8.2%-1.0%15%339 361 300633.SZ 80-16 22.2-9.3 9.4%-3.9%9.4%-3.8%0%235 235 600436.SH 80 3 73.5 8.5 4.3%0.5%4.3%0.5%1%1,720 1,728 000423.SZ 74-5 33.5 3.7 9.7%0.9%9.7%1.1%5%344 344 688617.SH 74 19 37.7 19.9 22.4%11.1%15.1%7.5%9%169 250 002044.SZ 67 25 41.4 20.3 15.0%7.8%14.9%7.7%-1%275 278 002262.SZ 65 22 23.8 13.6 8.8%4.3%7.7%3.8%20%272 311 2 23Q2 20()600276.SH 601 221 368.8 157.2 12.1%4.3%12.1%4.3%12%3,053 3,056 002422.SZ 194 78 37.0 13.6 10.6%3.4%8.5%2.9%9%350 437 002223.SZ 93 45 29.6 0.1 8.7%-1.3%8.2%-1.0%15%339 361 002044.SZ 67 25 41.4 20.3 15.0%7.8%14.9%7.7%-1%275 278 600129.SH 129 24 62.3 19.0 18.8%0.7%18.8%0.7%53%331 331 600529.SH 34 23 4.5 2.6 2.5%1.3%2.5%1.4%3%179 181 002262.SZ 65 22 23.8 13.6 8.8%4.3%7.7%3.8%20%272 311 688050.SH 41 22 25.2 11.5 17.6%7.5%11.7%5.0%4%143 216 688617.SH 74 19 37.7 19.9 22.4%11.1%15.1%7.5%9%169 250 600572.SH 41 18 15.9 8.4 9.1%4.0%9.0%4.1%22%176 176 600161.SH 55 17 14.2 7.9 3.2%1.6%3.2%1.6%11%446 447 600587.SH 45 17 10.3 4.3 7.2%1.9%6.2%1.7%32%143 165 600976.SH 38 17 20.2 16.1 17.2%13.6%17.1%13.6%3%118 118 688276.SH 25 17 3.8 3.2 2.5%2.1%1.5%1.2%10%151 258 300314.SZ 20 17 3.3 3.2 8.2%7.8%5.4%5.1%31%40 61 300573.SZ 29 16 21.7 15.9 14.9%8.4%11.5%6.5%63%145 189 688029.SH 23 16 5.1 3.6 3.3%2.3%3.3%2.3%9%153 153 603368.SH 37 15 8.9 2.2 10.0%2.3%10.0%2.4%4%90 90 688566.SH 21 15 2.8 1.8 3.9%-0.5%3.9%2.0%37%73 73 300406.SZ 26 14 6.7 4.5 8.5%5.4%4.9%3.1%15%79 137 Wind 8 2 9 23Q2 20()603259.SH 218-176 284.4-102.0 15.4%-1.2%15.4%-1.0%-23%1,846 1,849 300015.SZ 176-105 203.0-92.6 14.2%-7.2%11.7%-1.5%-22%1,432 1,730 300896.SZ 160-82 87.8-42.7 22.3%-4.2%9.1%-1.7%-21%393 963 300347.SZ 53-80 66.5-72.3 15.0%-6.1%11.8%-4.8%-36%443 563 000661.SZ 123-36 71.3-8.0 13.0%0.9%12.9%0.9%-17%548 552 300122.SZ 171-33 90.7-22.2 14.4%-8.1%8.5%-0.1%-19%628 1,061 688677.SH 25-31 4.6-6.7 10.7%-18.8%6.6%-6.3%-19%43 69 002727.SZ 36-26 22.5-11.0 21.3%-2.8%14.3%-1.6%-23%106 157 300558.SZ 22-24 5.2-6.2 2.6%-2.1%2.6%-2.1%-17%200 201 002675.SZ 5-24 0.9-2.1 0.8%-1.7%0.7%-1.5%-9%107 121 600557.SH 61-23 15.0-5.9 9.5%-1.9%9.4%-1.8%-7%158 161 600521.SH 21-23 11.4-7.5 4.3%-2.2%4.2%-2.1%-8%264 273 300181.SZ 19-23 2.6-2.9 3.5%-3.8%3.0%-2.2%-11%73 86 300759.SZ 16-22 16.2-35.2 3.7%-5.5%3.6%-5.3%-33%440 456 600763.SH 42-20 21.5-21.4 6.9%-3.4%6.9%-3.4%-25%311 311 002001.SZ 3-19 0.3-1.5 0.1%-0.3%0.1%-0.3%-11%470 476 002603.SZ 10-18 2.5-3.2 0.7%-0.7%0.6%-0.6%-8%346 429 002821.SZ 43-17 49.1-7.6 11.7%-0.4%11.3%-0.2%-13%418 436 688363.SH 6-17 0.8-2.9 0.4%-1.2%0.2%-0.5%-22%177 429 300633.SZ 80-16 22.2-9.3 9.4%-3.9%9.4%-3.8%0%235 235 Wind 2 10 23Q2 TOP20()300760.SZ 486 0 399.8 15.3 11.0%0.7%11.0%0.8%-3%3,635 3,635 600276.SH 601 221 368.8 157.2 12.1%4.3%12.1%4.3%12%3,053 3,056 603259.SH 218-176 284.4-102.0 15.4%-1.2%15.4%-1.0%-23%1,846 1,849 300015.SZ 176-105 203.0-92.6 14.2%-7.2%11.7%-1.5%-22%1,432 1,730 600085.SH 110 10 100.0 13.0 12.7%1.2%12.7%1.2%7%785 789 300122.SZ 171-33 90.7-22.2 14.4%-8.1%8.5%-0.1%-19%628 1,061 300896.SZ 160-82 87.8-42.7 22.3%-4.2%9.1%-1.7%-21%393 963 600436.SH 80 3 73.5 8.5 4.3%0.5%4.3%0.5%1%1,720 1,728 000661.SZ 123-36 71.3-8.0 13.0%0.9%12.9%0.9%-17%548 552 603882.SH 63-15 71.1 0.0 20.3%2.5%20.2%2.9%-13%350 353 000999.SZ 106-11 67.6 29.7 11.4%4.5%11.3%4.6%11%593 600 300347.SZ 53-80 66.5-72.3 15.0%-6.1%11.8%-4.8%-36%443 563 600079.SH 212-5 65.3 7.1 16.6%1.6%14.8%1.5%5%393 440 600129.SH 129 24 62.3 19.0 18.8%0.7%18.8%0.7%53%331 331 000963.SZ 100-13 59.8-8.0 7.9%-0.5%7.9%-0.5%-7%759 761 002821.SZ 43-17 49.1-7.6 11.7%-0.4%11.3%-0.2%-13%418 436 002044.SZ 67 25 41.4 20.3 15.0%7.8%14.9%7.7%-1%275 278 688617.SH 74 19 37.7 19.9 22.4%11.1%15.1%7.5%9%169 250 002422.SZ 194 78 37.0 13.6 10.6%3.4%8.5%2.9%9%350 437 000423.SZ 74-5 33.5 3.7 9.7%0.9%9.7%1.1%5%344 344 Wind 2 11 23Q2 20()600276.SH 601 221 368.8 157.2 12.1%4.3%12.1%4.3%12%3,053 3,056 000999.SZ 106-11 67.6 29.7 11.4%4.5%11.3%4.6%11%593 600 002044.SZ 67 25 41.4 20.3 15.0%7.8%14.9%7.7%-1%275 278 688617.SH 74 19 37.7 19.9 22.4%11.1%15.1%7.5%9%169 250 600129.SH 129 24 62.3 19.0 18.8%0.7%18.8%0.7%53%331 331 600976.SH 38 17 20.2 16.1 17.2%13.6%17.1%13.6%3%118 118 300573.SZ 29 16 21.7 15.9 14.9%8.4%11.5%6.5%63%145 189 300760.SZ 486 0 399.8 15.3 11.0%0.7%11.0%0.8%-3%3,635 3,635 002262.SZ 65 22 23.8 13.6 8.8%4.3%7.7%3.8%20%272 311 002422.SZ 194 78 37.0 13.6 10.6%3.4%8.5%2.9%9%350 437 600085.SH 110 10 100.0 13.0 12.7%1.2%12.7%1.2%7%785 789 688050.SH 41 22 25.2 11.5 17.6%7.5%11.7%5.0%4%143 216 300003.SZ 49-8 29.3 9.8 8.0%2.7%6.9%2.4%-2%365 425 600436.SH 80 3 73.5 8.5 4.3%0.5%4.3%0.5%1%1,720 1,728 600572.SH 41 18 15.9 8.4 9.1%4.0%9.0%4.1%22%176 176 600161.SH 55 17 14.2 7.9 3.2%1.6%3.2%1.6%11%446 447 000028.SZ 20 11 8.9 7.7 3.7%2.9%3.7%3.1%32%240 243 600079.SH 212-5 65.3 7.1 16.6%1.6%14.8%1.5%5%393 440 688658.SH 18 11 8.0 7.0 18.7%16.4%8.5%7.5%7%43 94 600750.SH 25 8 7.4 6.5 5.4%4.7%5.4%4.6%17%137 138 Wind 2 12 23Q2 20()603259.SH 218-176 284.4-102.0 15.4%-1.2%15.4%-1.0%-23%1,846 1,849 300015.SZ 176-105 203.0-92.6 14.2%-7.2%11.7%-1.5%-22%1,432 1,730 300347.SZ 53-80 66.5-72.3 15.0%-6.1%11.8%-4.8%-36%443 563 300896.SZ 160-82 87.8-42.7 22.3%-4.2%9.1%-1.7%-21%393 963 300759.SZ 16-22 16.2-35.2 3.7%-5.5%3.6%-5.3%-33%440 456 300122.SZ 171-33 90.7-22.2 14.4%-8.1%8.5%-0.1%-19%628 1,061 600763.SH 42-20 21.5-21.4 6.9%-3.4%6.9%-3.4%-25%311 311 603456.SH 42-4 19.4-20.6 8.7%-6.0%7.9%-5.5%-22%224 246 603707.SH 19-4 3.2-14.2 1.5%-5.2%1.5%-5.1%-14%216 218 300298.SZ 15 2 9.9-12.7 8.0%-7.5%6.5%-6.0%-14%123 153 300142.SZ 59-12 32.1-12.4 7.7%-0.5%7.6%-0.5%-24%415 425 002727.SZ 36-26 22.5-11.0 21.3%-2.8%14.3%-1.6%-23%106 157 600422.SH 29-12 10.1-10.1 6.4%-6.5%6.4%-6.5%7%157 157 300633.SZ 80-16 22.2-9.3 9.4%-3.9%9.4%-3.8%0%235 235 600673.SH 6-7 11.7-8.6 5.4%-2.1%5.4%-2.1%-17%216 217 603883.SH 17-2 12.8-8.3 7.5%-2.3%7.4%-2.3%-20%171 175 000963.SZ 100-13 59.8-8.0 7.9%-0.5%7.9%-0.5%-7%759 761 000661.SZ 123-36 71.3-8.0 13.0%0.9%12.9%0.9%-17%548 552 002821.SZ 43-17 49.1-7.6 11.7%-0.4%11.3%-0.2%-13%418 436 600521.SH 21-23 11.4-7.5 4.3%-2.2%4.2%-2.1%-8%264 273 Wind 3 13 23Q2 TOP20()605266.SH 30 4 14.5 0.6 39.0%2.2%17.4%1.0%-1%37 83 688617.SH 74 19 37.7 19.9 22.4%11.1%15.1%7.5%9%169 250 300896.SZ 160-82 87.8-42.7 22.3%-4.2%9.1%-1.7%-21%393 963 002727.SZ 36-26 22.5-11.0 21.3%-2.8%14.3%-1.6%-23%106 157 603882.SH 63-15 71.1 0.0 20.3%2.5%20.2%2.9%-13%350 353 003020.SZ 14 2 5.1 4.1 19.2%13.1%8.6%6.7%21%26 59 600129.SH 129 24 62.3 19.0 18.8%0.7%18.8%0.7%53%331 331 688658.SH 18 11 8.0 7.0 18.7%16.4%8.5%7.5%7%43 94 301015.SZ 19 5 5.9 0.5 17.9%0.6%4.0%0.2%9%33 146 688050.SH 41 22 25.2 11.5 17.6%7.5%11.7%5.0%4%143 216 600976.SH 38 17 20.2 16.1 17.2%13.6%17.1%13.6%3%118 118 300705.SZ 24 1 9.6 1.7 16.9%3.7%10.5%2.4%-3%57 91 600079.SH 212-5 65.3 7.1 16.6%1.6%14.8%1.5%5%393 440 688301.SH 42 6 26.8 0.7 16.4%-8.3%9.3%-0.6%12%163 287 603259.SH 218-176 284.4-102.0 15.4%-1.2%15.4%-1.0%-23%1,846 1,849 002044.SZ 67 25 41.4 20.3 15.0%7.8%14.9%7.7%-1%275 278 300347.SZ 53-80 66.5-72.3 15.0%-6.1%11.8%-4.8%-36%443 563 300573.SZ 29 16 21.7 15.9 14.9%8.4%11.5%6.5%63%145 189 300452.SZ 12-4 4.7 0.6 14.6%2.7%11.6%2.2%1%33 41 002332.SZ 26-1 18.7 3.2 14.5%2.4%14.3%2.6%5%129 131 Wind 3 14 23Q2 20()688658.SH 18 11 8.0 7.0 18.7%16.4%8.5%7.5%7%43 94 600976.SH 38 17 20.2 16.1 17.2%13.6%17.1%13.6%3%118 118 003020.SZ 14 2 5.1 4.1 19.2%13.1%8.6%6.7%21%26 59 688617.SH 74 19 37.7 19.9 22.4%11.1%15.1%7.5%9%169 250 301096.SZ 3-1 3.7 3.7 9.0%8.9%5.7%5.6%-6%42 66 300573.SZ 29 16 21.7 15.9 14.9%8.4%11.5%6.5%63%145 189 002044.SZ 67 25 41.4 20.3 15.0%7.8%14.9%7.7%-1%275 278 300314.SZ 20 17 3.3 3.2 8.2%7.8%5.4%5.1%31%40 61 688050.SH 41 22 25.2 11.5 17.6%7.5%11.7%5.0%4%143 216 301093.SZ 13 10 2.8 2.5 8.4%7.3%6.0%5.2%10%33 47 300406.SZ 26 14 6.7 4.5 8.5%5.4%4.9%3.1%15%79 137 300396.SZ 24 7 6.2 4.3 7.5%5.0%6.9%4.7%10%83 89 688176.SH-U 9-1 1.8 1.2 6.5%4.7%2.7%1.9%-18%27 67 600750.SH 25 8 7.4 6.5 5.4%4.7%5.4%4.6%17%137 138 000999.SZ 106-11 67.6 29.7 11.4%4.5%11.3%4.6%11%593 600 002262.SZ 65 22 23.8 13.6 8.8%4.3%7.7%3.8%20%272 311 600276.SH 601 221 368.8 157.2 12.1%4.3%12.1%4.3%12%3,053 3,056 301087.SZ 14 9 2.3 2.0 5.4%4.3%2.3%1.8%23%44 103 600572.SH 41 18 15.9 8.4 9.1%4.0%9.0%4.1%22%176 176 688358.SH 8-2 2.4 2.2 4.2%3.8%4.2%3.8%40%56 57 Wind 3 15 23Q2 20()688677.SH 25-31 4.6-6.7 10.7%-18.8%6.6%-6.3%-19%43 69 688301.SH 42 6 26.8 0.7 16.4%-8.3%9.3%-0.6%12%163 287 300122.SZ 171-33 90.7-22.2 14.4%-8.1%8.5%-0.1%-19%628 1,061 300298.SZ 15 2 9.9-12.7 8.0%-7.5%6.5%-6.0%-14%123 153 300015.SZ 176-105 203.0-92.6 14.2%-7.2%11.7%-1.5%-22%1,432 1,730 300841.SZ 4-5 2.5-6.1 3.3%-6.9%2.9%-4.0%-30%78 89 600422.SH 29-12 10.1-10.1 6.4%-6.5%6.4%-6.5%7%157 157 300347.SZ 53-80 66.5-72.3 15.0%-6.1%11.8%-4.8%-36%443 563 603456.SH 42-4 19.4-20.6 8.7%-6.0%7.9%-5.5%-22%224 246 603987.SH 7-10 5.8-5.0 10.2%-5.9%10.2%-5.5%-14%57 57 300759.SZ 16-22 16.2-35.2 3.7%-5.5%3.6%-5.3%-33%440 456 603707.SH 19-4 3.2-14.2 1.5%-5.2%1.5%-5.1%-14%216 218 605177.SH 0-4 0.0-0.7 0.0%-4.8%0.0%-2.3%4%14 28 603392.SH 29-6 11.4-0.7 1.3%-4.7%1.3%0.2%-18%844 847 300896.SZ 160-82 87.8-42.7 22.3%-4.2%9.1%-1.7%-21%393 963 002940.SZ 6-6 2.6-0.7 7.3%-4.2%6.7%-0.5%-11%36 39 688356.SH 1-2 0.1-2.2 0.2%-4.1%0.1%-2.5%-30%39 64 300401.SZ 1-1 0.1-3.0 0.1%-4.1%0.1%-4.0%-13%63 64 300633.SZ 80-16 22.2-9.3 9.4%-3.9%9.4%-3.8%0%235 235 300181.SZ 19-23 2.6-2.9 3.5%-3.8%3.0%-2.2%-11%73 86 Wind 4 16 23Q2 TOP20()603882.SH 63-15 71.1 0.0 20.3%2.5%20.2%2.9%-13%350 353 600129.SH 129 24 62.3 19.0 18.8%0.7%18.8%0.7%53%331 331 605266.SH 30 4 14.5 0.6 39.0%2.2%17.4%1.0%-1%37 83 600976.SH 38 17 20.2 16.1 17.2%13.6%17.1%13.6%3%118 118 603259.SH 218-176 284.4-102.0 15.4%-1.2%15.4%-1.0%-23%1,846 1,849 688617.SH 74 19 37.7 19.9 22.4%11.1%15.1%7.5%9%169 250 002044.SZ 67 25 41.4 20.3 15.0%7.8%14.9%7.7%-1%275 278 600079.SH 212-5 65.3 7.1 16.6%1.6%14.8%1.5%5%393 440 002727.SZ 36-26 22.5-11.0 21.3%-2.8%14.3%-1.6%-23%106 157 002332.SZ 26-1 18.7 3.2 14.5%2.4%14.3%2.6%5%129 131 000661.SZ 123-36 71.3-8.0 13.0%0.9%12.9%0.9%-17%548 552 600085.SH 110 10 100.0 13.0 12.7%1.2%12.7%1.2%7%785 789 603998.SH 15 2 6.8 1.8 12.6%2.9%12.3%3.0%10%54 56 600276.SH 601 221 368.8 157.2 12.1%4.3%12.1%4.3%12%3,053 3,056 300347.SZ 53-80 66.5-72.3 15.0%-6.1%11.8%-4.8%-36%443 563 300015.SZ 176-105 203.0-92.6 14.2%-7.2%11.7%-1.5%-22%1,432 1,730 688050.SH 41 22 25.2 11.5 17.6%7.5%11.7%5.0%4%143 216 300452.SZ 12-4 4.7 0.6 14.6%2.7%11.6%2.2%1%33 41 300573.SZ 29 16 21.7 15.9 14.9%8.4%11.5%6.5%63%145 189 000999.SZ 106-11 67.6 29.7 11.4%4.5%11.3%4.6%11%593 600 Wind 5 17 23Q2 20()600976.SH 38 17 20.2 16.1 17.2%13.6%17.1%13.6%3%118 118 002044.SZ 67 25 41.4 20.3 15.0%7.8%14.9%7.7%-1%275 278 688617.SH 74 19 37.7 19.9 22.4%11.1%15.1%7.5%9%169 250 688658.SH 18 11 8.0 7.0 18.7%16.4%8.5%7.5%7%43 94 003020.SZ 14 2 5.1 4.1 19.2%13.1%8.6%6.7%21%26 59 300573.SZ 29 16 21.7 15.9 14.9%8.4%11.5%6.5%63%145 189 301096.SZ 3-1 3.7 3.7 9.0%8.9%5.7%5.6%-6%42 66 301093.SZ 13 10 2.8 2.5 8.4%7.3%6.0%5.2%10%33 47 300314.SZ 20 17 3.3 3.2 8.2%7.8%5.4%5.1%31%40 61 688050.SH 41 22 25.2 11.5 17.6%7.5%11.7%5.0%4%143 216 300396.SZ 24 7 6.2 4.3 7.5%5.0%6.9%4.7%10%83 89 600750.SH 25 8 7.4 6.5 5.4%4.7%5.4%4.6%17%137 138 000999.SZ 106-11 67.6 29.7 11.4%4.5%11.3%4.6%11%593 600 600276.SH 601 221 368.8 157.2 12.1%4.3%12.1%4.3%12%3,053 3,056 600572.SH 41 18 15.9 8.4 9.1%4.0%9.0%4.1%22%176 176 002262.SZ 65 22 23.8 13.6 8.8%4.3%7.7%3.8%20%272 311 688358.SH 8-2 2.4 2.2 4.2%3.8%4.2%3.8%40%56 57 300406.SZ 26 14 6.7 4.5 8.5%5.4%4.9%3.1%15%79 137 600993.SH 20 2 5.2 3.8 4.3%3.1%4.3%3.1%6%120 120 000028.SZ 20 11 8.9 7.7 3.7%2.9%3.7%3.1%32%240 243 Wind 5 18 23Q2 20()600422.SH 29-12 10.1-10.1 6.4%-6.5%6.4%-6.5%7%157 157 688677.SH 25-31 4.6-6.7 10.7%-18.8%6.6%-6.3%-19%43 69 300298.SZ 15 2 9.9-12.7 8.0%-7.5%6.5%-6.0%-14%123 153 603987.SH 7-10 5.8-5.0 10.2%-5.9%10.2%-5.5%-14%57 57 603456.SH 42-4 19.4-20.6 8.7%-6.0%7.9%-5.5%-22%224 246 300759.SZ 16-22 16.2-35.2 3.7%-5.5%3.6%-5.3%-33%440 456 603707.SH 19-4