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Ϊʲôûȯ

СȯȯԴ٣Ҵọ̇ȯԴ࣬ʻ

Ӷ15.6%ʽ

ʱۣܾ
Ŀ ˵
Ӷ ֮1 Ӷ
5.6% ʡǮ׬Ż
Ȩ 1.8һ 1.6ijɱ

QQ135-5384-956
΢źŻɨάӺѯ


ɨһɨ΢ѯ

µĸӶ

     2011100ʽ𣬼Ͽȯϼ150200ʲףÿؽ׶ƽ200 Ӷǧ1ÿ칱Ӷ2000Ԫһ250գ һӶ50,250Ӷﻹû8.35%ĸʣӶһ򱾽˵̫
     ּ鲻ãԭȯ̵ӶãͬʱȯҲûз񣬸ûʾʸ߷ͷϸ룬ȯ˸ߵӶֵǮ
     ԲѰҵҸӶ𳬵͵ȯңʡǮϾ׬ǮףʡԼġ


оϢƼռ磬ϢοͶзգҪ

й֤ȯ,Ͼ(601009)ɶϾ߿ⲻ8Ԫ



֤й֤ȯѶ ԪϾй棬˾ɶϾ߿86ա7Լо۽׷ʽֹ˾ɷ1521ɣռ˾ܹɱ0.18%Ͼ߿Ƽƻڴ˴֮2020430ֹۼֲ8Ԫ˴ֹɷݣ

֤ȯձ,136ֻŰɱ 籣ʹͬ8ֻ


Aгֳ𵴻ص̬ƣּŰɹɼ۴׶µ֤͡ȯձгоĸͬ˳ͳƷ֣Ŀǰ2443ҵ2015-2017꣩ʵͬ2018ҵԤϲĹ˾У136ҹ˾Ʊڹɼ۱ָ֤ͬۼƵΪ18.29%ɼ۳ԡ
ԴˣгʿձΪĿǰAɴ׽׶ΣгɽȻάֵˮƽгŨءڴ˱£ԷշΪھѡʳŰɲ֣ʧΪؼ汸ѡ
һͳƷ֣¿ƼʿϰһĻ̬Ĵý˳ܡ9ֻڹɼۼµ50%⣬ɽعɡƻ߻顢ɯʥҩɷݵڵ71ֻۼƵҲɡ
ֵעǣŰɾǰڵ󣬺ܶѾ˼ֵ9·вֳŰʵֲ׵г֣ǿƱʽ136ֻŰУ41ֻۼʵǣУۼǷףﵽ12.99%ĴýĻ¿Ƽ硢߻5ֻڼۼǷҲ5%ֱΪ9.55%9.19%8.43%5.89%5.20%⣬硢ɷݡŸסʥҩŰҩ󻪹ɷݡչ̩dzӥɷݡҩȸۼǷҲΪ2%ϡ
ʽ棬ͳƣ40ֻʵִʽ룬ϼƴʽΪ3.46Ԫ󻪹ɷݣ4128.59ԪԴ3907.58ԪͶ̩3101.39Ԫǣ2407.84ԪͶ磨2180.14Ԫ5ֻۼƴʽ2000ԪϣĻͨ¿Ƽ硢е˷ɷݵȸҲ1000Ԫʽ𲼾֣⣬ƼءɷݡĿ԰ֵڵ28ֻҲʵִʽ׷
ʽ⣬籣ʵȳʽڽǰ֡ĩУƼ˳ᡢƼϰƻʿƼҵ8ֻŹɽȱ籣ʹͬУͶʻᱸܿ϶
˳Ϊ֤ͣȯʾ ˳Aϡȱֽͷģ߱ϺóɳԵıѡƷֵ͹ԡδŹ˾ٲֵӲƷṹƷ죬ҵȽϿɳҵʾֽ׶ι˾ֵܹۣǰڸ߹ܼԱֹɺʵȫ߼ʲǿģά֡롱 

Ϊʲôûȯ

֤ȯ,õҵ:Q1г ͷҵ-180513


    ժҪ:
    ҵҪϢ:
    a)ܼҵгݶδb)һгc)ѽˮгǰɹd)ƿزҵȨ׵ͷʲʾ20%e)20184CPIPPI½f)2018Q1йϴ»ͬ»
    2ҵг:
    ܼҵҵǵΪ3.31%,ָ֤Ϊ0.97%,ڸǵڵ5λ;ϸҵ,㲿ҵǷ,Ϊ4.70%;ܸǷǰֱ:ճ(16.63%)ܻ(13.10%)ѩ(12.28%)
    3ܹ۵:Q1г,ͷҵܷزӰ,2018,гԵ;AVCʾ,Q1ҵ1367,ͬ-3.3%;۶Ϊ128Ԫ,ͬ-6.1%Ҳʾ,г۶Ϊ20%25.9%;½30%ڡڷزδɰ,ԤƳгԽ䡣Ϊϰ塢۵ͷҵȻӵдԽزڵ,Ҫ¼㿼,1)ҵȫ,ʹ߸ԼһƷƵijƷ;2)ͷݶϵ,ϰݶΪ10%,нϴռ;3)ҵ쵼Ʒϡȱδı,мٸƷ,ʵȫΧڵġ֪ȽϸߵƷƽϰ塢̫ۡ;õľȷƷ,ҵάֽϺõӯ
    4ʾ:
    ԭϳɱ,һʴ,ز۲Ԥڡ

ȫ,(002110):Ŀǰ˾Աֽϸߵӯˮƽ



    ȫ49Ѷ⣨0021102018ҵ˵ܶȫٰ죬˾ܾ»ڱλϽܣ˾Ŀǰָ־ͬȵ2018꣬2016꣬ԱŽϸߵӯˮƽ
    ǸʡΨһýսᡪ¯ת¯ȫij̸ҵӵиʡĽ¯ս¯ת¯ȫʡΨһİߣռװڹȽˮƽ

֤ȯΪʲôûȯ

ɽ֤ȯ,нҵ֤ȯڻӪ˽ļʲҵ취: ϸڸƽ


    нʹ¹,ҵչоҪȷ취ϸ򡷶ʹ¹Ĺ涨,ϸܹ,Ըָ;Ҫй淶,ڲֹ涨ɡͬʱǿܹνһ,ܸߵĴڳֿҹʵ徭󼰽гչ״,ȶгԤ,ҲڻĴϢռ䡣
    ȷзɹϵ,ǿν,ȷ÷ΧΪ֤ȯڻеķǹƷ;ָ̽ϸ,ȷͶʵġ˫20%ļ,ͳһ˽ļʹܼƻͶϵĹ,˫20%;ԡꡱ롰DZꡱȷ,涨˲ƻʲ35%ʽϼ300Ԫơ
    ӻϵ,ƽڰš,вʹ¹ҪĵIJƷĽࡣڽ,Թ淶δڵķDZƷ,֤ͬ,ȡʵƴ취ڹڵİ,ԻDZѹһ,г÷յѹ𲽻,ȯӭֵ޸
    Ͷʽ:취ĸԭ,˽ļʹҵ̨ϸ,ʹ¹ƸնҡܸˡطDZꡢǶ׵߷򡣲ϸڽ˷,ͬʱԹڵ԰,ڷDZĴз,ȯ̵ҵγ֧,ѹȯҵͷ,̨ĶԹƱѺծȯͳȨļ߾ͷȯ,ͷȯҵȷıڷо,߱ǿۺʵȯ,ҵ̫ЧӦӾ硣ͷȯ̵ʱʵۺ,ҵ,߱߼ʸʵůͬʱҵֵʷλ,ӭֵ޸,нϸߵüֵעҵб֤ͷȯ֤ȯ̩֤ȯ֤ͨȯ
    ʾ:г»,ϼܳԤڡ

֤ȯΪʲôûȯ

֤ȯ,ǹɷ(300307)2016걨:һԤ50~60% ȫҵ


    ¼˾2017һҵԤĸ6895.61Ԫ~7355.31Ԫͬ50~60%
    Ϊ˾ҵԤԤڣһҵԵ֯ůƶҵϲԤȫһȵͷҵֱʽ
    豸ڣ˾ҵĿǰгԼ50̨֯󲿷Ѿ˸»ڡ˾Ϊ֯гͷҵ棬2016°꿪ʼֱʽԤδҵ40%~50%ٶ
    гģţռгݶ2015깫˾ӪռȽӽ40%ҪгϼҡԼ30̨СԤ2017깫˾Ժ40%ٶ
    Ьδ𽥷ĿǰͿˡϴ˹ȹ˾Ьķ֯ЬΪϵУ֯ԭЬա˾2016ϰЬͬ139.43%Чԣδ꽫Ͽ
    ӯԤԤƹ˾2016-18꾻ֱΪ1.30ڡ2.72ڡ3.80ڣӦ2016-18EPSֱΪ0.16Ԫ0.34Ԫ0.47ԪӦPEֱΪ69X33X23X״θǣ蹫˾"ǿƼ"Ͷ
    ʾгطգҵչԤڡ

ƱͶǮƱͶǮƱͶǮȯT+0ȯT+0ȯT+0Ʊ갸Ʊ갸Ʊ갸ȯܵȯܵȯܵȯȯżȯȯżȯȯżδɽǷϢδɽǷϢδɽǷϢ۹ͨӶ۹ͨӶ۹ͨӶӶӶӶ֤ȯϷշѱ׼֤ȯϷշѱ׼֤ȯϷշѱ׼ӶӶӶ5000ȯ5.45000ȯ5.45000ȯ5.4ǧӶͶǧӶͶǧӶͶ˰ʽȯ5.4%˰ʽȯ5.4%˰ʽȯ5.4%7000Wʽȯ5.2%7000Wʽȯ5.2%7000Wʽȯ5.2%1ԪѶ1ԪѶ1ԪѶ̫̫̫ȯϢʱۿȯϢʱۿȯϢʱۿȯȯȯȯȯȯETFETFETFӶӶӶȯԼȯҵȯԼȯҵȯԼȯҵȯȯԴȯȯȯԴȯȯȯԴȯ7000WʽƱ5.2%7000WʽƱ5.2%7000WʽƱ5.2%ʧʧʧ1.5Ӷ1.5Ӷ1.5ӶӶӶӶ۹ͨ۹ͨ۹ͨӶ1.5Ӷ1.5Ӷ1.5ǧʽȯ5.2%ǧʽȯ5.2%ǧʽȯ5.2%ʽȯ5.4%ʽȯ5.4%ʽȯ5.4%ΪʲôȯڵΪʲôȯڵΪʲôȯڵһԪƱѶһԪƱѶһԪƱѶȯʶȯʶȯʶ2000Wʽȯ5.2%2000Wʽȯ5.2%2000Wʽȯ5.2%ETFôETFôETFôȯǿƽֵȯǿƽֵȯǿƽֵ6000WʽƱ5.2%6000WʽƱ5.2%6000WʽƱ5.2%8000WʽƱ5.2%8000WʽƱ5.2%8000WʽƱ5.2%ȯʲô˼ȯʲô˼ȯʲô˼800Ͷ800Ͷ800Ͷ70Ͷ70Ͷ70Ͷ60Ͷ60Ͷ60ͶϿӶǶϿӶǶϿӶǶӶѯӶѯӶѯ2020202020201000ȯ5.41000ȯ5.41000ȯ5.4ͻӶͻӶͻӶ

֤,޿Ƽ(300017)ɹһTDDoS




֤Ѷ 壩1126գй֤ȯߴ޿Ƽ300017Ϥ޿Ƽưȫƽ̨ճɹһ𹥻ߴ1.02TDDoSֲʽܾ񣩹һֵˢ˸ƽ̨ǰ809GbpsĹ¼ͬʱҲ˵TʱѾ١
ʾ˴ιʱ11Сʱƽֵ854Gbps1122423ִﵽֵ1.02Tbps⼸Ŀǰ֪DDoS߼¼
ԽԽİȫDDoSڹģ͸϶ﵽµĸ߶ȣDDOSĶԿңDDoSΪҵȫĸá
̴˴ιȷSYN FloodΪUDP FloodNTPŴ󹥻͵ĻDDoSưȫƽ̨˷ֵߴ1.02Tij󣬹ַTCP Data Flood739ΣһǸվճ򱶡
ǰȫDDOSȻγһIJҵڿͼݽնΪ߿ʹõ"⼦"DDoS簲ȫв͹ԡýϢʾ2Ѯ֪йվGitHubһδ֪ϷṩվֱʷģDDoSֱﵽ1.35T1.7T
޿Ƽܲ߱ʾŹǣͳİȫӲʽȻ޷ӦԵǰĹƣӵкԴݡܷưȫΪǰDDoS˼·

֤ȯ,(600036)2018:ӯȲ ȾϢл




    ӯȽϢ1-9ʵֹĸ674ڣͬ14.58%ٽϰ0.58pcУQ3ͬ15.75%ٻ1.2pcQ3PPOPͬٸߴ20.1%ٻ3.6pcROE껯һ19.07%ӯȲǿӪնˣϢѼӶ»1-9Ӫҵͬ13.21%ٽϰ1.5pcQ3ͬٱ16%ϡA.Ϣͬ12.25%ٻ3.6pcϡB.շ棬ѼӶͬ6.36%ٻ½8pcϣԤгӰ죬شҵֽйءC.Ϣ棬Q3ͶΪ32ڣͬȶ22ڡϢǰȾϢ2.54%ϰƽΪ2.41%ϰ½1bpQ3ȾϢҲΪ2.54%1bpϢʲģƽȣΪʵʲռȽ6ĩ1.3%58%ṹŻϢƣծˣڴռͬҵȣͳɱծԣ֧žϢڸλ 
    ʲծṹȲͬҵʲͬҵծ١ʲˣͶб19ĩʲģȶ6.5ң6ĩƽ6ĩ1.82%ӱпھͶ660ڴУ˴Ͷ716ڣ˾ģ280ڣŴͶб2ͬҵʲ900ڣռ½1.42pcΪ7.81%ͶʲģȶռΪ22.32%ծˣڴռȴڸλͬҵծ16ĩ1%4.3ڡӱпھȴģ340ڣжڴ1000ڣڴռԴ60%ĸλծ˳ɱԡ2ͬҵծģ1057ڣռ½Ϊ11.8%windݲ㣬9ĩͬҵ浥ģ2081ڣ6ĩ127ڡ"ͬҵծ+ͬҵ浥"ռܸծؽ15.3%Զ33%ļҪ 
    ʲȲ½ʳȲ½9ĩΪ1.42%6ĩһ½1bp6ĩ8.65ڡʼȣ83ڣQ240ڣͬȶ25ڡʽ6ĩ10pc326%Ϊɷߣ0.12pc4.64%ȫ㡣 
    ӯԤͶӯȲǿ˾۽ҵ꣬ڴռȱڽϸˮƽծ˳ɱԣԾϢһ֧ţʲת㣬šԤ18/19/20ĸֱΪ809.4/940.1/1098.2ڣBVPSΪ20.06/22.82/26.05Ԫ/ɣά""
    ʾ۾»ڼȳԤڡ

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