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公用事业行业动态报告:土壤防治先行区建设意见发布,土壤修复需求有望加速释放.pdf

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    • / 3004138.752.98%1801.423.23% 2938.752.06%620206 2020PPP50% PPP396 7588 186 47%203027%2017PPP2018PPPEPS PE 2017E 2018E 2019E 2017E 2018E 2019E 14.03 0.60 0.72 0.80 23.38 19.49 17.54 10.70 0.31 0.40 0.53 34.52 26.75 20.19 13.78 0.42 0.87 1.30 32.81 15.84 10.60 28.36 1.40 1.67 1.80 20.26 16.98 15.76 14.74 0.96 1.19 1.50 15.35 12.39 9.83 % 1M 3M 12M -1.07% -8.79% -3.52% -0.08% -0.19% -0.29% 43 3954 2746 26.90 2.51 757 102 %53.73 2018-02-03 2018-01-28 2+262018-01-23 S0550516090002 (021)20361113 liujun@ /2018-02-26 2 / 101. ........................................................................................ 32. ............................................................................................... 43. ........................................................................................ 53.1................................................................5 3.2.2020.............................................5 3.3............................5 3.4................5 3.5.2017-2020 ................................6 3.6............................6 3.7.2018..............................................6 3.8.“” ...................64. ................................................................................ 65. ................................................................................ 76. ........................................................................................ 77. ................................................................................ 83 / 101.  62020 PPP50%PPP 396 7588 18647%203027%2017 PPP2018PPP PPP PPPPPPPPPPPP PPP  4 / 102. 3004071.092.62%1668.831.34 %2618.322.35% 1300 Wind CS3.98%CS1.36%2 00.0050.010.0150.020.0250.030.0350.040.045Wind 5 / 103 4 15.16%12.29% 11.37%9.82% 8.58%7.94%7.79%7.25%7.09%6.73%0%2%4%6%8%10%12%14%16%0.00%0.00%0.00%0.00%0.00%-0.26%-0.29%-0.63%-0.86%-1.63% -2%-2%-1%-1%-1%-1%-1%0%0%0%Wind Wind 1 % % 1 000605.SZ 15.16% 1 300425.SZ -1.63% 2 603903.SH 12.29% 2 300145.SZ -0.86% 3 002658.SZ 11.37% 3 300362.SZ -0.63% 4 603126.SH 9.82% 4 603568.SH -0.29% 5 300631.SZ 8.58% 5 300012.SZ -0.26% Wind 3. 3.1. ()3.2. 2.8620203.3. 2017 2019 3.4. 66 / 102020 3.5. 2017-20202020 90%90% 3.6. 3.7. 2018 81083.8. (20182020) ()4. 22018222 000035.SZ 4,4073 603817.SH 1156902%236902%3PPP7 / 10603603.SH 2,4006%600283.SH 17,079,700201832 300172.SZ 20171.188.46% Wind 32018223 603200.SH 2183.702018223Wind 5. 7 2018214 0.44 3 2018223 0.21 Wind 6. 8 2018214 0.44 32018223 PPP 8 / 107. 9 EPS P/E 17E 18E 19E 17E 18E 19E 000546.SZ 14.03 0.60 0.72 0.80 23.38 19.49 17.54 300422.SZ 13.78 0.42 0.87 1.30 32.81 15.84 10.60 000967.SZ 7.94 0.38 0.54 0.68 20.89 14.70 11.68 300266.SZ 19.99 0.43 0.64 0.86 46.49 31.23 23.24 002573.SZ 14.74 0.96 1.19 1.50 15.35 12.39 9.83 000826.SZ 28.36 1.40 1.67 1.80 20.26 16.98 15.76 300335.SZ 14.67 0.68 1.00 1.30 21.57 14.67 11.28 002672.SZ 14.51 0.56 0.69 0.84 25.91 21.03 17.27 603686.SH 23.60 1.02 1.35 1.73 23.14 17.48 13.64 600388.SH 14.45 0.69 0.76 0.83 20.94 19.01 17.41 002322.SZ 15.61 0.81 1.05 1.31 19.27 14.87 11.92 300203.SZ 25.24 1.19 1.52 1.91 21.21 16.61 13.21 300385.SZ 22.93 0.80 1.13 1.48 28.66 20.29 15.49 600323.SH 13.78 0.80 0.98 1.20 17.23 14.06 11.48 603588.SH 11.56 0.53 0.76 1.01 21.81 15.21 11.45 000544.SZ 13.01 0.51 0.61 0.70 25.51 21.33 18.59 000035.SZ 6.72 0.24 0.32 0.40 28.00 21.00 16.80 300187.SZ 10.70 0.31 0.40 0.53 34.52 26.75 20.19 300055.SZ 16.28 0.47 0.67 0.82 34.64 24.30 19.85 600008.SH 4.93 0.16 0.17 0.19 30.81 29.00 25.95 300090.SZ 9.24 0.21 0.31 0.40 44.00 29.81 23.10 000920.SZ 7.99 0.34 0.45 0.65 23.50 17.76 12.29 300334.SZ 10.47 0.37 0.51 0.67 28.30 20.53 15.63 603903.SH 30.78 0.61 0.71 0.84 50.46 43.35 36.64 300145.SZ 10.39 0.61 0.80 1.01 17.03 12.99 10.29 002658.SZ 11.36 0.44 0.52 0.58 25.82 21.85 19.59 000598.SZ 4.92 0.34 0.40 0.45 14.47 12.30 10.93 000820.SZ 13.43 1.01 1.69 2.40 13.30 7.95 5.60 300156.SZ 13.49 1.40 2.13 2.82 9.64 6.33 4.78 300388.SZ 20.74 0.59 0.76 0.97 35.15 27.29 21.38 300070.SZ 15.82 0.82 1.10 1.44 19.29 14.38 10.99 300137.SZ 18.05 0.42 0.52 0.65 42.98 34.71 27.77 601200.SH 20.13 0.88 1.07 1.32 22.88 18.81 15.25 300072.SZ 32.39 1.43 2.21 3.12 22.65 14.66 10.38 300425.SZ 9.05 0.33 0.43 0.56 27.42 21.05 16.16 002479.SZ 8.08 0.50 0.65 0.79 16.16 12.43 10.23 600874.SH 11.48 0.34 0.44 0.47 33.76 26.09 24.43 603603.SH 26.21 0.61 0.82 1.09 42.97 31.96 24.05 Wind 9 / 1020162013 2014 “”R3AB AAABS“”615% 65%15% 6-5%5% 65%15% 615% 6 6 6 10 / 10。

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