2023.04.14
21ÊÀ¼Í¾¼Ã±¨µÀ
4ÔÂ13ÈÕ£¬ºèÔ˹ú¼Ê¹ú¼Ê£¨00631.HK£©Ðû²¼£¬¹«Ë¾ÓëÂô·½Sany Perpetual Enterprise Holdings Company Limited¶©Á¢ÐÒ飬¹«Ë¾ÍýÏëÒÔ29.80ÒÚÔªÊÕ¹ººèÔ˹ú¼ÊʯÓͿƼ¼¡£ÊÕ¹ºÍê³Éºó£¬ºèÔ˹ú¼ÊʯÓͿƼ¼½«³ÉΪºèÔ˹ú¼Ê¹ú¼ÊµÄÈ«×Ê×Ó¹«Ë¾¡£
ÕÐÒø¹ú¼ÊÆÊÎöʦWayne FUNGÒÔΪ£¬ÔÚʯÓ͹©Ó¦Ö÷ÒªºÍ²î±ð¹ú¼Ò¶ÔÄÜÔ´Çå¾²µÄ˼Á¿Ï£¬Ô¤¼ÆÓÍÌïÖ§³ö½«ÔöÌí¡£ºèÔ˹ú¼Ê¹ú¼ÊµÄÊÕ¹º±ê¼Ç×ÅÏòÓÍÆøѹÁÑ×°±¸ÁìÓòµÄÀ©ÕÅ¡£
ÖµµÃ×¢ÖصÄÊÇ£¬ºèÔ˹ú¼ÊʯÓͿƼ¼ÒÑÔÚÖÐÑÇ¡¢ÈÕ±¾¡¢Öж«¡¢·ÇÖÞ¡¢ÀÃÀµÈ¹ú¼ÒºÍµØÇøÓëÍâµØ¿Í»§¸æ¿¢ÒâÏò¶©µ¥¡£2022Ä꣬ºèÔ˹ú¼Ê¹ú¼ÊÍâÑóÏúÊÛÊÕÈëͬ±ÈÔö·ùµÖ´ï101.5%£¬¹ú¼Ê»¯Õ½ÂÔÓÐÍû½øÒ»²½ÉÂäµØ¡£
ÏÖÔÚ£¬Ïà¹ØÕþ²ßÖ§³Ö¼Ó´óº£ÄÚÓÍÆø¿±Ì½¿ª·¢Á¦¶È£¬ÔÚ¡°ÎÈÓÍÔöÆø¡±µÄÅä¾°Ï£¬·ÇͨÀýÓÍÆø¿ª·¢Ö°Î»ÈÕÒæÌá¸ß¡£Æ¾Ö¤¹ûÕæÊý¾Ý£¬2022ÄêÎÒ¹úÔÓÍÈë¿ÚÕ¼±È³¬70%£¬×ÔÈ»ÆøÈë¿ÚÕ¼±È³¬40%£¬ÓÍÆø×ÊÔ´Èë¿ÚÕ¼½ÏÁ¿¸ß¡£µ«ÎÒ¹ú·ÇͨÀýÓÍÆø×ÊÔ´´¢Á¿¸»ºñ£¬ÆäÖÐÒ³ÑÒÆø´¢Á¿È«ÇòµÚÒ»¡¢Ò³ÑÒÓÍ´¢Á¿È«ÇòµÚÈý¡£
±ðµÄ£¬2020ÄêÒÔÀ´£¬ÓͼÛÒ»Á¬¸ßλÔËÐУ¬Ò»Á¬¸ßÓͼÛÔ¤ÆÚÌáÕñÓÍÆø¿ª²ÉÉÏÓÎ×ÊÔ´¿ªÖ§¡£2023Ä꣬ÖйúʯÓÍ¡¢Öйúʯ»¯¡¢Öйúº£ÓÍÔ¤¼Æ×ÊÔ´¿ªÖ§ºÏ¼ÆÁè¼Ý5000ÒÚÔª£¬À¶¯ÓÍÆø¿±Ì½ÓëÉú²úÐÐÒµ¾°ÐÄÐØÒ»Á¬ÌáÉý£¬Ñ¹ÁÑ×°±¸Êг¡¿Õ¼äÁÉÀ«£¬Ô¤¼Æ2025ÄêÎÒ¹ú¹Ìѹװ±¸Êг¡¹æÄ£½«Áè¼Ý100ÒÚÔª¡£
˳Ӧºê¹ÛÅä¾°¶Ô·ÇͨÀýÓÍÆøÖ§³ÖÄÜÔ´Çå¾²µÄÐèÇ󣬺èÔ˹ú¼Ê¹ú¼Ê´Ë´ÎÊÕ¹ºÄܹ»ÖúÁ¦Æä·¿ª¹Ìѹװ±¸Êг¡¿Õ¼ä¡£¹«Ë¾ÌåÏÖ£¬¡°±¾´ÎÊÕ¹ºÊÂÏîºó£¬ºèÔ˹ú¼Ê¹ú¼Êú̿»úеµÈÄÜÔ´×°±¸ÓªÒµÏ¸·ÖÁìÓò½«»ñµÃ½øÒ»²½ÍØÕ¹£¬ÌØÊâÊÇú²ãÆø¿ª²É·½Ãæ¡£¡±
ºèÔ˹ú¼ÊʯÓͿƼ¼Ö÷ÒªÓªÒµÓɺèÔ˹ú¼ÊʯÓÍÖÇÄÜ×°±¸¼°ÆäÁ¥Êô¹«Ë¾ÔËÓª£¬Ö÷Òª´ÓÊÂÓÍÆøÌïѹÁÑ×°±¸ÓëÅä¼þµÄÑз¢¡¢Éú²úÓëÏúÊÛ£¬ÒÔ¼°ÓÍÆøÌï¹Ì¾®Ôö²úÏà¹ØÊÖÒÕЧÀ͵ÈÓªÒµ¡£¹«Ë¾ÓµÓÐȫϵÁгÉÌ×ѹÁÑ×°±¸²úÆ·£¨»úе¡¢ÒºÑ¹¡¢µçÇý£©¼°×êÐÞ¾®»ú¹ÜÖù×Ô¶¯»¯×°±¸²úÆ·¡£
ͨ¸æÏÔʾ£¬2020ÄêÖÁ2022Ä꣬ºèÔ˹ú¼ÊʯÓͿƼ¼³µÔØѹÁÑ×°±¸ÏúÁ¿»®·ÖΪ131̨¡¢224̨¡¢181̨£¬Êг¡Õ¼ÓÐÂÊ»®·ÖΪ17.10%¡¢29.83%¡¢26.89%£¬ÏúÁ¿¡¢ÊÐÕ¼ÂÊÓÚ2021ÄêºÍ2022ÄêÒ»Á¬Á½ÄêÅÅÃûµÚÒ»¡£ÆäÖУ¬2022ÄêѹÁѳµÊÐÕ¼ÂÊΪ25.35%£¬»ìÉ°³µÊÐÕ¼ÂÊ33.33%£¬ÒÇ±í³µÊÐÕ¼ÂÊ39.02%¡£
2022Ä꣬ѹÁÑ×°±¸ÐÐҵǰÎå´óÆóÒµÊг¡·Ý¶îÕ¼±ÈºÏ¼ÆÁè¼Ý75%¡£ÓÉÓÚÐÐÒµ¾ºÕùÃż÷¸ßÇÒÐÐÒµ¼¯Öжȸߣ¬ÐÐÒµÀûÈóÂʸßÓÚרÓÃ×°±¸ÐÐҵƽ¾ùˮƽ¡£
Òò´Ë£¬2020ÄêÖÁ2022Ä꣬ºèÔ˹ú¼ÊʯÓͿƼ¼ÊµÏÖÁ˽ϸߵÄÉú³¤ÔöËÙ£¬ÊÕÒæ»®·ÖΪ8.95ÒÚÔª¡¢17.40ÒÚÔª¡¢20.87ÒÚÔª£¬³ýË°ºó¾»ÀûÈó»®·ÖΪ0.70ÒÚÔª¡¢3.04ÒÚÔª¡¢3.86ÒÚÔª¡£
ÔÚ¹ú×ÊÓû§¿ªÍØ·½Ã棬2020ÄêÖÁ2022Ä꣬ºèÔ˹ú¼ÊʯÓͿƼ¼µÄ¹ú×Ê¿Í»§ÊÕÈë´Ó1.54ÒÚÔªÉÏÉýÖÁ5.96ÒÚÔª£¬Ä긴ºÏÔöÌíÂÊÔ¼97%£¬ÊÕÈëÕ¼±È´ÓÔ¼17%ÉÏÉýÖÁÔ¼29%£¬Ô¤¼ÆδÀ´¹ú×Ê¿Í»§Õ¼±È½«¼á³ÖÔÚ30%ÖÁ40%¡£
×èÖ¹2022Äê⣬¹«Ë¾µÄ×ʲú¾»ÖµÔ¼Îª5.67ÒÚÔª¡£
±ðµÄ£¬ÔÚÊÕ¹º¼ÛÇ®·½Ã棬ÕÐÒø¹ú¼ÊÆÊÎöʦWayne FUNGÒÔΪ£¬29.8ÒÚÔªµÄÊÕ¹º¼ÛÇ®Òâζ×ÅÖ»ÓÐ7.7±¶2022ÄêµÄÊÐÓ¯ÂÊ£¬µÍÓÚ½ÜÈð¹É·Ý12.8±¶ºÍºèÔ˹ú¼Ê¹ú¼Ê11±¶µÄ¹ÀÖµ¡£¡°¼ÙÉèºèÔ˹ú¼ÊʯÓͿƼ¼½ñÄêÓ¯ÀûÔöÌí30%£¬ÊÕ¹º½«Ê¹ºèÔ˹ú¼Ê¹ú¼Ê2023ÄêÓ¯ÀûÔ¤¼ÆÔöÌí20%¡£¼øÓÚºèÔ˹ú¼Ê¹ú¼ÊµÄ¾»ÏÖ½ð״̬£¬¾»×ʲúÊÕÒæÂʽ«Ìá¸ß£¬ÓÉÓÚÏÐÖÃÏֽ𽫱»Ê¹Óᣡ±
Óë´Ëͬʱ£¬±¾´ÎÊÕ¹ºÊÂÏîÊǺèÔ˹ú¼Ê¹ú¼Ê¹ú¼Ê»¯Õ½ÂԵļÌÐøÍƽø¡£2022Ä꣬ºèÔ˹ú¼Ê¹ú¼Ê¹ú¼ÊÊг¡ÍØչЧ¹ûÏÔÖø£¬¿óɽװ±¸¼°ÎïÁ÷×°±¸¹ú¼ÊÏúÊÛÊÕÈë´ó·ùÔöÌí£¬¹«Ë¾ÍâÑóÏúÊÛÊÕÈëͬ±ÈÔö·ù´ï101.5%¡£
ÏÖÔÚ£¬ºèÔ˹ú¼ÊʯÓͿƼ¼ÒÑÔÚÖÐÑÇ¡¢ÈÕ±¾¡¢Öж«¡¢·ÇÖÞ¡¢ÀÃÀµÈ¹ú¼ÒºÍµØÇøÓëÍâµØ¿Í»§¸æ¿¢ÒâÏò¶©µ¥£¬Î´À´½«½ø¾üÎ÷Å·Êг¡£¬²¢½øÒ»²½³öº£¡£
2022Ä꣬ºèÔ˹ú¼Ê¹ú¼ÊʵÏÖÊÕÈëÔ¼155.37ÒÚÔª£¬Í¬±ÈÉÏÉýÔ¼52.4%¡£¹«Ë¾ÌåÏÖ£¬Òµ¼¨ÔöÌíµÄÖ÷ÒªÔµ¹ÊÔÓÉÊ×ÏÈÊÇÖÇÄÜ»¯¡¢µç¶¯»¯²úÆ·¿ìËÙͶÈëÊг¡£¬¾ò½ø»ú¡¢×۲ɡ¢¿íÌå³µ¼°ÎïÁ÷×°±¸²úÆ·ÊÕÈëÔöÌí¡£
0Ìõ̸ÂÛ