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建筑装饰行业研究报告:兴业证券-建筑装饰行业:重大合同对建筑股股价的驱动效应逐步衰减-140124

研报作者:王挺,孟杰 来自:兴业证券 时间:2014-01-30 10:55:59
  • 股票名称
    建筑装饰行业
  • 股票代码
  • 研报类型
    (PDF)
  • 发布者
    do***ge
  • 研报出处
    兴业证券
  • 研报页数
    17 页
  • 推荐评级
    中性
  • 研报大小
    4,832 KB
研究报告内容

#industryId# #investSuggestion# #invest Suggest ionCha nge# 13E 14E 0.640.76 0.780.95 0.570.86 1.381.95 0.420.57 1.081.44 1.451.95 0.720.92 0.901.35 0.570.77 1.552.19 #relatedReport# #emailAuthor# #assAuthor# #summary# 2014.1.17—2014.1.24 SW 4.07% A 4.39% -0.32% 500 2% 2 EPS 3 BTEPC 4 a b BTEPS 1 2 3 4 EPSPE 2013E 2014E 2015E 2013E 2014E 2015E 1.381.952.6615.4610.948.02 0.420.570.7621.4315.7911.84 1.081.441.8717.3012.979.99 1.451.952.5618.4813.7410.46 0.720.921.2223.1418.1113.66 0.901.352.0529.4319.6212.92 0.570.771.0626.4919.6114.25 1.552.192.8518.8213.3210.24 0.550.670.7813.8911.409.79 PE 124 #title# #createTime1# 2014124 reports@icbccs.com.cn 1 .............................................................................................................. 2 ...................................................................................................... 3 ................................................................ 4 ........................................................ 5 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................................................................. 2 .......................... 3 ..................................................................... 4 ......................................................................................... 5 ............................................................................... 6 PE .................................................................................. 7 ................................................................... reports@icbccs.com.cn 1 2014.1.17—2014.1.24 SW 4.07% A 4.39% -0.32% 500 2% 1 EPS EPS BTEPC 2 1 2 BT EPS reports@icbccs.com.cn 1 2 3 4 1 2012 46001.23% 0.37% 26370.211.88% 3.41% 7500040.52% 1.28% 45360007.94% 0.66% 2053001.62% 2.91% 1446002.70% 0.52% 4070033.80% 1.25% Wind 2 2012.8.351398.1413.04% 9.28% 2012.8.777502.54% 5.21% 2011.10.28800000320.90% 10.01% 2011.7.263600043.63% 10.00% Wind reports@icbccs.com.cn 2 2014.1.17—2014.1.24 SW 4.07% A 4.39% -0.32% -0.17% -0.95% -0.27% -0.31% 0.04% 0.14% -4.69% 3.20% -2.79% 1 -25.00 -20.00 -15.00 -10.00 -5.00 0.00 5.00 10.00 20 13 -2 -1 9 20 13 -3 -4 20 13 -3 -1 5 20 13 -3 -2 8 20 13 -4 -1 0 20 13 -4 -2 3 20 13 -5 -6 20 13 -5 -1 7 20 13 -5 -3 0 20 13 -6 -1 2 20 13 -6 -2 5 20 13 -7 -8 20 13 -7 -1 9 20 13 -8 -1 20 13 -8 -1 4 20 13 -8 -2 7 20 13 -9 -9 20 13 -9 -2 0 20 13 -1 0 -3 20 13 -1 0 -1 6 20 13 -1 0 -2 9 20 13 -1 1 -1 1 20 13 -1 1 -2 2 20 13 -1 2 -5 20 13 -1 2 -1 8 20 13 -1 2 -3 1 20 14 -1 -1 3 20 14 -1 -2 4 Wind 23 -0.17% -0.95% -0.27% -0.31% 0.04% 0.14% -4.69% 3.20% -2.79% -6.00% -4.00% -2.00% 0.00% 2.00% 4.00% -11.93% -7.32% -5.67% -8.42% -10.60% -6.04% -13.76% -8.93% -13.33% -60.00% -40.00% -20.00% 0.00% 20.00% 40.00% Wind Wind reports@icbccs.com.cn 3 00237526.79011.639.163.84 00248218.68010.017.55 -4.69 60028410.1609.136.66 -3.88 30035526.3908.295.82 -3.79 0023259.0008.045.58 -6.15 00246914.0906.904.44 -3.16 00243118.8006.644.17 -9.00 6004967.1206.594.121.71 0000906.6406.584.12 -1.19 0026284.9506.223.76 -4.81 6001705.9905.833.36 -3.85 00254110.8705.743.27 -5.40 00262016.6605.513.04 -1.59 00231029.1705.503.03 -10.27 00214017.2005.392.93 -8.80 0020624.5705.062.59 -2.77 6005284.6105.012.55 -9.96 6004913.3804.972.50 -4.52 00208121.3304.922.45 -2.96 6005027.6604.792.32 -7.93 6000395.5904.682.22 -7.45 6017898.3104.662.190.24 6009707.6504.652.19 -7.83 00266315.1004.351.89 -10.97 0026594.8503.851.39 -1.62 0021353.5203.831.37 -3.83 30019726.4903.721.25 -2.79 6013902.4603.360.90 -8.21 0020604.1003.270.81 -8.89 6011864.2403.160.70 -9.59 6016181.6603.110.64 -5.14 6016692.8402.530.06 -7.49 6011176.5002.520.06 -18.75 6002487.6402.14 -0.33 -2.92 6018003.8702.11 -0.36 -4.21 00258611.4202.06 -0.41 -10.08 6016683.0402.01 -0.45 -3.18 30028419.0001.99 -0.48 -4.33 6000683.8800.78 -1.69 -2.02 00254212.6900.00 -2.470.00 00205117.950 -0.28 -2.74 -12.01 reports@icbccs.com.cn 3 4 0118 8 “ ” , 2014 0120 20134119.5 Wind 1202013 119.52.0 120.22.3 119.14.8117.12.4 136.7124.3 123.0122.8113.3113.2109.174.7 0120 2013 GDP 7.7% 14 Wind 1202013 GDP 7.7% 147.6% 2013 GDP 7.7% 7.6% 7.7% 7.5% 7.8% 0120 201343.6519.6% Wind 120 201343652819.6% 19.2% 1-110.320121.112 1.41% 0120 201327.4823.1% Wind 120 201327479423.1% 22.7% 1-110.120121.3 63% 20121.8 0120 201313.1% Wind 1202013 122306013.6% 12.2% 1264113.0% 201323438013.1% 0120 20139.7% 14 Wind 120 2013129.7% 110.3120.71% 1-12 9.7% 14 0120 201353.73% Wind 120 201353.73% 1.16 0120 0.473 Wind 2013 0.4730.40 0.473 0120 SLF 1200 (SLF) 1200 1014 5% 7% 8% SLF 0120 20 Wind 2014 2014120 (SLF) 0121 2550 Wind 121 18002175012 2372550 0121 2.45.9% Wind 20131-12 1-12464749.2 10.1% 1284407.18.8% 2180342.1 12.3% 1-1224050.55.9% 1 reports@icbccs.com.cn 16652.87.4% 27397.72.7% 1-12 0122 Wind 122 “ ” 2014 0122 Wind 122 0123 1 PMI 49.66 Wind HSBC Markit Group 1 PMI 49.66 50.450.5201312 PMI 50.5 0123 201312.910.1% 10.9% Wind 1232013 1291431188910.1% 139744 1379110.9% 0123 201413% Wind 123 201323.413.1% 2014 13% 0123 0124 20131.682.1 Wind 2013 11.661.889.991.61 1.6827022.1 0124 20134.1% Wind 2013 4.1% 4.05% 0124 201314.1% 71.9 Wind 124 2013201312 71.914.1% 0.98.89 6879 0124 2014 Wind 1242014 2014 201438.83.2% 5.727% 381.6% 5.1 1.8% 193014.5% 0118 127065 Wind 1182013127070 23651.1% 1.7% 70169 1221.9% 2.8% 0118 “ ” 2014 “ ” “ ” 0120 201319.8% Wind 20141202013 8601319.8% 19.4% 1-110.320123.65895119.4% 1-110.368.5% reports@icbccs.com.cn 0120 201326.6% Wind 20141202013 13055117.3% 1-113.5 201215.517.5% 27.9% 9.1% 8142826.3% 1-114.4 201216.326.6% 35.1% 18.3% 201349295112489 201212835111696 156346 0120 20131297.21 Wind 20141202013 12 “ ” 97.210.83 0122 Wind 122 0123 10 20142014 20122014 GDP “ ” 0122 2200 125km 2200 BOT 0124 2020 0124 9 5360.26339.63 8.82% 337.629.33% 10 9 0124 0.2% 123 113190.2% 29 675.946.5% 1114% Φ12mm Φ6.5mm 0.3% reports@icbccs.com.cn 4 5 002541 0122 : 2014121 200004600 0122 : 6000 240040% 3600 60% 600491 0121 : B ( ) B B 263702100 002663 0120 : 2013117 BT 8 “ ” BT 7.5 0122 : ( ) 34% 2013129 CYYHoldingsLimited LSBJHoldingsLimited 106,850,000100% 91,850,000 31% 15,000,000454 4% 600496 0122 :20142014 2014121 601668 0123 : 128.0 75.056.9 56.6 49.6 45.0 42.5 002375 0121 : 15,000 6.33% 20141212014224 002482 0122 : 49 2436 201312220141128 547.2 002310 0120 : 201312312013 20863408 2013231,691 -26,4082013 326,79833 93% 58,9142014124,5002013 352,451201264,2312013 reports@icbccs.com.cn 88,1182013200,102 0123 : 2014 123 315,096,752.62 002542 0121 : 120,000,000 59.88% 3,150,0001.57% 2014128 0121 : 12 20141282015127 601669 0122 :20131122013112 2,101.5105% 22.3% 1,364.4 737.1 672.9 0122 : 20141 20.53 59.5 0122 : 2014120 30MWp 0124 : 6,472,800,192 67.43% 600284 0124 : 162,800,000201427 600068 0122 : 2014121, 1,433,784,007,41.11% 66 2 0124 : BT 2014122 3# BT+EPC( - + ) 14.4624 BT+EPC( - + ) 3 300197 0120 : 4.07 0124 : ( ) ( ) reports@icbccs.com.cn 1 1 " 0124 :20142014123 20142.5100 8.00% 20141242015124 002586 0121 : 2014115 BT 7.50 BT 002469 0120 : 20111021 1200 / 38 / 38 / 2014118 0122 : 20141 213,000 7.50% 20141222014226 601789 0124 :20132013 70% 000090 0121 :20132013 37,521.60 -41,273.7650%-65% 0124 :20142014 2013 002325 0124 : 2014124 2014123 22,000,0003.12% 8.55 / 109,918,629 15.58% 87,918,629,12.46% 5% reports@icbccs.com.cn 5 124 PE 5.525.96 5.837.8516.6228.2711.8619.6828.06 A 0.490.530.520.701.492.531.061.762.51 6 PE 5.52 5.96 5.83 7.85 16.62 28.27 11.86 19.68 28.06 0823.39 39.93 17.13 20.05 24.51 30.75 27.59 37.40 40.86 Wind 20082010 45 0 20 40 60 80 100 120 140 160 (2008- ) 0 20 40 60 80 100 (2008- ) Wind Wind 67 0 10 20 30 40 50 60 70 (2008- ) 0 10 20 30 40 50 (2008- ) Wind Wind reports@icbccs.com.cn 89 0 10 20 30 40 50 60 (2008- ) 0 10 20 30 40 50 60 70 80 (2008- ) Wind Wind 1011 0 20 40 60 80 100 120 140 (2008- ) 0 20 40 60 80 100 (2008- ) Wind Wind 12 0 20 40 60 80 100 120 140 160 (2008- ) Wind reports@icbccs.com.cn 7 A 300 0.500.650.63 1.131.271.24 A 300 0.540.710.69 20082.052.352.27 A 300 0.530.690.67 20080.881.020.98 A 300 0.710.940.91 20081.111.291.25 A 300 1.501.971.91 20081.361.591.54 A 300 2.483.253.15 20081.802.132.06 A 300 1.151.511.46 20081.431.651.60 A 300 1.642.142.08 20082.172.582.48 A 300 2.543.333.22 20082.533.092.97 Wind reports@icbccs.com.cn 12 / , 12 / , 15% 5% 15% -5% 5% -5% 021-38565916 dengyp@xyzq.com.cn 021-38565795 luolf@xyzq.com.cn 021-38565938 shengyj@xyzq.com.cn 021-38565915 yangchen@xyzq.com.cn 021-38565966 wangz@xyq.com.cn 021-38565411 fengcheng@xyzq.com.cn 1199120200135 021-38565955 010-66290197 zhusd@xyzq.com.cn 010-66290223 lidan@xyzq.com.cn 010-66290195 xiaoxia@xyzq.com.cn 010-66290223 zhengxiaoping@xyzq.com.cn 010-66290190 wulei@xyzq.com.cn 26100033 010-66290200 0755-82796036 zhuyy@xyzq.com.cn 0755-82790526 lisheng@xyzq.com.cn 0755-82797217 yangjian@xyzq.com.cn 0755-82790526 shaojingli@xyzq.com.cn 4068151502-1503518048 0755-82562090 021-38565452 liuyirong@xyzq.com.cn 021-38565450 xuhao@xyzq.com.cn 021-38565982 gongxuemin@xyzq.com.cn 021-38565439 chanchiwan@xyzq.com.cn 1199120200135 021-38565955 reports@icbccs.com.cn / / reports@icbccs.com.cn

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