银行业每日资讯130307.ppt

20130307201337010-60838601zhuy@S1010510120023010-60838047xff@S1010510120057010-60836701wangyf@S1010510120042010-60838757xiangqi@S1010512090006™™20130307™2013 1052013-3-7™2013228343002013-3-7™60%2010302013-3-7 CPI3.5%11%13%13%2013-3-620130307™20091334766201260805921™2013-3-7 36H1.90%2.8%™0.3%3 64:0042.470.30%14296.241.760.05%3222.375001.670.11%1541.46™GDP0.6%0.25%37200810.25%CAC 400.36%3773.76DAX 300.62%7919.331000.07%6427.64™SHIBOR2171717-----()20130307™3.0%36143.2%2.9%4.9%712.87%3.02%3.03%3.24%-16BP-22BPSHIBOR141414666663.14%2.85%2.99%3.17%2.86%3.00%3.20%4.80%4.74%4.92%4.98%4.20%-3.01%3.19%3.39%3.02%3.19%3.42%4.80%4.74%4.92%4.98%4.20%--16BP-20BP-22BP-16BP-19BP-22BPWind363001.04%1.05%H1.90%6HA7% 10% 10% -1% -2%HA3% -16%2013PE6.55.76.87.0PB1.121.041.161.1512013PE6.3PB1.06PE5.5PB0.812PE5.4PB0.8220112012E 2013E 2014E20112012E 2013E 2014E HA HPEPEPEPEPBPBPBPB2013EPB(((())))----8.26.88.79.16.96.26.97.96.55.76.87.05.85.26.06.21.511.351.611.521.291.181.341.321.121.041.161.150.980.921.001.01-1%6%-8%1.101.091.127.06.97.76.36.26.36.45.75.75.85.85.35.35.55.24.91.551.441.511.151.301.251.301.021.131.101.140.920.990.981.010.817%10%10%-1%1.201.211.250.91((()))6.08.310.08.76.46.87.96.45.87.26.96.55.36.66.15.81.121.812.181.911.011.491.771.510.911.291.481.290.821.131.241.10-2%3%-16%0.891.321.247.67.66.15.95.55.44.84.81.391.431.171.210.991.020.850.87336()()()()()()2013030720112012E 2013E 2014E20112012E 2013E 2014E HA HPE8.4PE6.9PE6.2PE5.6PB1.20PB1.06PB0.93PB0.832013EPB(())12.17.99.110.19.78.07.68.19.96.96.67.48.46.35.86.41.691.411.371.771.461.211.231.501.291.071.081.301.140.960.941.1320112012E 2013E 2014E20112012E 2013E 2014EHEPSEPSEPSEPSBVPSBVPS BVPS BVPS0.590.680.380.470.821.621.052.361.460.451.322.011.201.091.130.670.740.460.520.771.991.343.231.830.581.602.511.191.311.410.730.800.510.560.851.861.533.182.030.631.782.441.381.501.550.790.860.560.600.932.031.743.562.330.711.982.881.511.731.782.683.241.952.594.417.424.8510.767.982.389.2114.316.747.296.493.203.742.272.904.869.015.9513.649.522.8210.4916.627.848.087.633.694.252.573.245.4110.457.1415.9411.193.3411.8718.798.889.248.844.224.782.903.665.9811.928.5018.7113.113.9213.3221.189.9410.6210.174.174.672.942.974.9213.4510.5520.5611.113.4011.0924.259.529.9711.464.455.133.222.944.8113.808.854-“”Analyst CertificationiiiThe analysts primarily responsible for the preparation of all or part of the research report contained herein hereby certify that: (i)the views expressed in this research report accurately reflect the personal views of each such analyst about the subject securities and issuers; and (ii)no part of the analyst’s compensation was, is, or will be directly or indirectly, related to the specific recommendations or views expressed in thisresearch report.“”/()(1)(2)//2013130020%63005%20%263006300300300300300300-10% 5%10%10%-10% 10%10%481568811001252220012251804826Foreign Broker-Dealer Disclosures for Distributing to the U.S.This report has been produced in its entirety by CITIC Securities Limited Company (“CITIC Securities”, regulated by the China Securities RegulatoryCommission. Securities Business License Number: Z20374000). This report is being distributed in the United States by CITIC Securities pursuant toRule 15a-6(a) (2) under the U.S. Securities Exchange Act of 1934 exclusively to “major U.S. institutional investors” as defined in Rule 15a-6 and the SECno-action letters thereunder.Z203740001934“”15a-6(a) (2)15a-6。