研究股票每周更新

ChangesinthepastweekEarningsEst.chg? Tableofcontents PageSectorsandrelatedlistedcompanies Page2Automobiles,EnergyOperation,NewEnergy,Food&Beverage,ConstructionEngineering,Chemical,Machinery,Media&Culture,NonferrousMetals,Property,Telecommunication CompanyRatingDefinition RatingRelativePerformance TheBenchmark:HongKongHangSengIndex/NASDAQCompositeIndexTimeHorizon:6to18months BuyRelativePerformance>15%; orthefundamentaloutlookofthecompanyorsectorisfavorable. AccumulateRelativePerformanceis5%to15% orthefundamentaloutlookofthecompanyorsectorisfavorable. NeutralRelativePerformanceis-5%to5% orthefundamentaloutlookofthecompanyorsectorisneutral. ReduceRelativePerformanceis-15%to-5% orthefundamentaloutlookofthecompanyorsectorisunfavorable. SellRelativePerformance<-15% orthefundamentaloutlookofthecompanyorsectorisunfavorable. NoahHudson852-25095441 noah.hudson@gtjas.com.hk StockCode CompanyName Rating 6to18MonthsTarget (HK$/US$) Currency 21A 22A EPS23F 24F 25F 21A 22A DPS 23F 24F 25F 21A NETPROFIT(Mn) 22A23F 24F 25F 21A 22A NBV 23F 24F 25F 21A 22A ROE(%) 23F 24F 25F Analyst DateofLastUpdate(dd/mm/yyyy) Automobiles 00175 GEELYAUTO Buy 13.33 RMB 0.481 0.524 0.617 0.720 0.812 0.171 0.186 0.245 0.286 0.322 4847 5260 6194 7226 8143 7.643 8.370 8.852 9.412 10.033 7.3 7.3 8.0 8.8 9.3 IvanWu 27/03/2023 02333 GREATWALLMOTOR-H Buy 14.00 RMB 0.728 0.910 0.826 1.122 1.514 0.370 0.455 0.413 0.561 0.757 6726 8266 7006 9524 12849 6.727 7.180 8.147 8.708 9.465 11.3 13.0 10.4 13.3 16.7 IvanWu 25/01/2024 01316 NEXTEER-R Buy 8.00 USD 0.047 0.023 0.067 0.096 0.099 0.010 0.005 0.013 0.019 0.020 118 58 167 240 250 0.779 0.771 0.832 0.915 0.995 6.2 3.0 8.3 11.0 10.4 IvanWu 18/08/2023 00425 MINTHGROUP Buy 29.00 RMB 1.299 1.304 1.594 1.894 2.269 0.540 0.521 0.638 0.758 0.908 1497 1501 1852 2200 2636 13.913 14.698 15.639 16.895 18.407 9.7 9.1 10.6 11.6 12.9 IvanWu 13/07/2023 03808 SINOTRUK-R Buy 21.50 RMB 1.565 0.651 1.082 1.379 1.712 0.550 0.290 0.433 0.552 0.685 4322 1797 2988 3808 4726 12.920 13.006 13.798 14.744 15.905 12.8 5.0 8.1 9.7 11.2 IvanWu 28/07/2023 09863 LEAPMOTOR-H Accumulate 40.50 RMB (3.027) (4.888) (3.930) (2.555) (0.925) 0.000 0.000 0.000 0.000 0.000 (2846) (5109) (4491) (2919) (1057) 7.691 7.902 5.047 4.243 5.068 (85.4) (66.0) (64.0) (55.0) (19.9) IvanWu 30/10/2023 02338 WEICHAIPOWER-H Buy 17.00 RMB 1.131 0.565 1.039 1.370 1.638 0.185 0.158 0.395 0.459 0.467 9493 4905 8978 11834 14153 8.585 8.435 9.270 10.110 11.214 15.4 6.8 11.7 14.1 15.4 IvanWu 25/01/2024 01211 BYDCOMPANY-H Buy 300.00 RMB 1.067 5.716 10.031 12.288 14.590 0.218 1.143 2.006 2.458 2.918 3045 16622 29170 35733 42427 33.308 38.182 51.185 65.919 82.000 4.0 16.1 22.4 21.0 19.7 IvanWu 31/01/2024 EnergyOperations 00002 CLPHOLDINGS Accumulate 80.00 HKD 3.361 4.054 4.278 4.419 3.100 3.100 3.100 3.100 8491 10243 10809 11164 50.153 51.141 52.354 53.708 7.5 9.0 9.2 9.3 PeterShao 07/03/2022 00006 POWERASSETS Buy 53.00 HKD 2.880 2.650 2.763 2.853 2.988 2.820 2.820 2.820 2.820 2.820 6140 5649 5898 6088 6377 40.654 40.697 40.934 41.178 41.434 7.1 6.5 6.8 6.9 7.2 PeterShao 03/08/2022 01798 DATANGRENEW-H Buy 3.10 RMB 0.208 0.403 0.408 0.517 0.674 0.030 0.050 0.048 0.059 0.075 2032 3485 3500 4289 5434 1.775 2.183 2.543 3.001 3.600 7.9 12.1 11.1 12.4 14.2 PeterShao 21/09/2023 02380 CHINAPOWER-R Buy 4.10 RMB (0.040) 0.220 0.288 0.493 0.670 0.130 0.055 0.122 0.115 0.197 (256) 2648 3562 6100 8289 3.383 3.234 3.797 3.975 4.353 (0.7) 5.6 7.2 11.3 13.9 PeterShao 28/08/2023 00836 CHINARESPOWER-R Buy 19.54 HKD 0.330 1.460 2.228 2.772 3.399 0.295 0.586 0.891 1.109 1.360 2138 7042 10719 13335 16352 18.500 17.096 18.017 19.680 21.720 2.4 8.6 12.4 14.1 15.7 PeterShao 21/06/2023 00916 CHINALONGYUAN-H Buy 9.00 RMB 0.893 0.586 0.936 1.094 1.305 0.153 0.117 0.187 0.219 0.261 7178 4903 7849 9171 10940 8.472 8.184 9.029 9.987 11.134 10.7 7.2 10.9 11.5 12.4 PeterShao 11/12/2023 NewEnergy 03931 CALB-H Buy 38.00 RMB 0.113 0.441 1.201 2.306 3.698 0.000 0.000 0.000 0.000 0.000 140 692 2129 4086 6554 16.039 19.398 25.218 33.683 43.024 0.8 2.4 5.4 7.8 9.6 PeterShao 25/07/2022 02402 SINOHYTEC-H Buy 48.84 RMB (0.885) (1.006) (1.064) (0.293) 0.124 0.000 0.000 0.000 0.000 0.000 (146) (166) (176) (48) 20 15.125 14.158 13.094 12.801 12.924 (5.8) (7.1) (8.1) (2.3) 1.0 PeterShao 28/12/2023 Food&Beverage 00322 TINGYI Accumulate 9.00 RMB 0.676 0.467 0.612 0.681 0.709 1.120 0.911 0.612 0.681 0.709 3802 2632 3449 3838 3996 3.316 2.374 2.358 2.541 2.709 19.1 16.4 25.9 27.8 27.0 AndyChen 22/01/2024 00220 UNI-PRESIDENTCHINA Buy 6.50 RMB 0.347 0.283 0.345 0.404 0.469 0.417 0.340 0.414 0.485 0.563 1501 1222 1490 1744 2025 3.187 3.052 3.062 3.056 3.045 10.9 9.1 11.3 13.2 15.4 AndyChen 12/10/2023 00345 VITASOYINT'L# Accumulate 13.20 HKD (0.149) 0.043 0.149 0.263 0.377 0.000 0.027 0.094 0.166 0.238 (159) 46 160 282 404 3.048 2.784 2.898 3.075 3.300 (4.6) 1.5 5.3 8.8 11.8 AndyChen 26/06/2023 00506 CHINAFOODS-R Buy 3.65 RMB 0.205 0.236 0.257 0.292 0.322 0.125 0.133 0.167 0.190 0.210 572 660 720 818 902 1.84