2023.04.14
21ÊÀ¼Í¾¼Ã±¨Â·
4ÔÂ13ÈÕ£¬BBINÊÓѶ¹ú¼Ê£¨00631.HK£©°ä·¢£¬¹«Ë¾ÓëÂô·½Sany Perpetual Enterprise Holdings Company Limited¶©Á¢ºÍ̸£¬¹«Ë¾´òËãÒÔ29.80ÒÚÔªÊÕ¹ºBBINÊÓѶʯÓͿƼ¼¡£ÊÕ¹ºÊµÏÖºó£¬BBINÊÓѶʯÓͿƼ¼½«³ÉΪBBINÊÓѶ¹ú¼ÊµÄÈ«×Ê×Ó¹«Ë¾¡£

ÕÐÒø¹ú¼Ê·ÖÎöʦWayne FUNGÒÔΪ£¬ÔÚʯÓ͹©¸øÑÏÖØºÍ·ÖÆç¹ú¶È¶ÔÄÜÔ´°²È«µÄ˼¿¼Ï£¬Ô¤¼ÆÓÍÌïÖ§³ö½«Ôö³¤¡£BBINÊÓѶ¹ú¼ÊµÄÊÕ¹º±ê־ȡÏòÓÍÆøÑ¹ÁÑÉ豸ÁìÓòµÄÀ©ÕÅ¡£
ÖµÍ×ÌùÐĵÄÊÇ£¬BBINÊÓѶʯÓͿƼ¼ÒÑÔÚÖÐÑÇ¡¢ÈÕ±¾¡¢Öж«¡¢·ÇÖÞ¡¢ÀÃÀµÈ¹ú¶ÈºÍµØÓòÓë±¾µØ¿Í»§´ï³ÉÒâÏò¶©µ¥¡£2022Ä꣬BBINÊÓѶ¹ú¼Êº£±íÏúÊÛÊÕÈëͬ±ÈÔö·ù´ïµ½101.5%£¬¹ú¼Ê»¯Õ½ÊõÓÐÍû½øÒ»²½ÉîÈëÂ䵨¡£
Ŀǰ£¬ÓйØÕþ²ßÖ§³Ö¼Ó´ó¹úÄÚÓÍÆø¿±Ì½¿ª·¢Á¦¶È£¬ÔÚ¡°ÎÅ×ÍÔöÆø¡±µÄ²¼¾°Ï£¬¼«¶È¹æÓÍÆø¿ª·¢Ö°Î»ÈÕÒæÌá¸ß¡£Æ¾¾Ý¹«¿ªÊý¾Ý£¬2022ÄêÎÒ¹úÔÓͽø¿ÚÕ¼±È³¬70%£¬ÌìÈ»Æø½ø¿ÚÕ¼±È³¬40%£¬ÓÍÆø×ÊÔ´½ø¿ÚÕ¼±ÈÁ¦¸ß¡£µ«ÎÒ¹ú¼«¶È¹æÓÍÆø×ÊÔ´´¢Á¿·á˶£¬ÆäÖÐÒ³ÑÒÆø´¢Á¿È«ÇòµÚÒ»¡¢Ò³ÑÒÓÍ´¢Á¿È«ÇòµÚÈý¡£
´Ë±í£¬2020ÄêÒÔÀ´£¬Óͼ۳ÖÐø¸ßλÔËÐУ¬³ÖÐø¸ßÓͼÛÔ¤ÆÚÌáÕñÓÍÆø¿ª²ÉÉÏÓα¾Ç®¿ªÖ§¡£2023Ä꣬ÖйúʯÓÍ¡¢Öйúʯ»¯¡¢Öйúº£ÓÍÔ¤¼Æ±¾Ç®¿ªÖ§¼ÆË㳬¹ý5000ÒÚÔª£¬À¶¯ÓÍÆø¿±Ì½Óë³ö²úÐÐÒµ¾°ÆøÓî³ÖÐøÌáÉý£¬Ñ¹ÁÑÉ豸Êг¡¿Õ¼äÁÉÀ«£¬Ô¤¼Æ2025ÄêÎÒ¹ú¹ÌѹÉ豸Êг¡¹æÄ£½«³¬¹ý100ÒÚÔª¡£
ÊÊÓ¦ºê¹Û²¼¾°¶Ô¼«¶È¹æÓÍÆøÖ§³ÖÄÜÔ´°²È«µÄÐèÒª£¬BBINÊÓѶ¹ú¼ÊÕâ´ÎÊÕ¹º¿ÉÄÜÖúÁ¦Æä´ò¿ª¹ÌѹÉ豸Êг¡¿Õ¼ä¡£¹«Ë¾°µÊ¾£¬¡°±¾´ÎÊÕ¹ºÊÂÏîºó£¬BBINÊÓѶ¹ú¼Êú̿»úеµÈÄÜÔ´É豸ҵÎñϸ·ÖÁìÓò½«»ñµÃ½øÒ»²½ÍØÕ¹£¬³ö¸ñÊÇú²ãÆø¿ª²É·½Ãæ¡£¡±
BBINÊÓѶʯÓͿƼ¼ÖØÒªÒµÎñÓÉBBINÊÓѶʯÓÍÖÇÄÜÉ豸¼°Æä´ÓÊô¹«Ë¾ÔËÓª£¬ÖØÒª´ÓÊÂÓÍÆøÌïѹÁÑÉ豸ÓëÅä¼þµÄÑз¢¡¢³ö²úÓëÏúÊÛ£¬ÒÔ¼°ÓÍÆøÌï¹Ì¾®Ôö²úÓйؼ¼Êõ·þÎñµÈÒµÎñ¡£¹«Ë¾Õ¼ÓÐȫϵÁгÉÌ×ѹÁÑÉ豸²úÆ·£¨»úе¡¢ÒºÑ¹¡¢µçÇý£©¼°×꽨¾®»ú¹ÜÖù×Ô¶¯»¯É豸²úÆ·¡£
²¼¸æÏÔʾ£¬2020ÄêÖÁ2022Ä꣬BBINÊÓѶʯÓͿƼ¼³µÔØÑ¹ÁÑÉ豸ÏúÁ¿±ðÀëΪ131̨¡¢224̨¡¢181̨£¬Êг¡Õ¼ÓÐÂʱðÀëΪ17.10%¡¢29.83%¡¢26.89%£¬ÏúÁ¿¡¢ÊÐÕ¼ÂÊÓÚ2021ÄêºÍ2022ÄêÂ½ÐøÁ½ÄêÅÅÃûµÚÒ»¡£ÆäÖУ¬2022ÄêѹÁѳµÊÐÕ¼ÂÊΪ25.35%£¬»ìɰ³µÊÐÕ¼ÂÊ33.33%£¬ÒÇ±í³µÊÐÕ¼ÂÊ39.02%¡£
2022Ä꣬ѹÁÑÉ豸ÐÐҵǰÎå´óÆóÒµÊг¡·Ý¶îÕ¼±È¼ÆË㳬¹ý75%¡£ÓÉÓÚÐÐÒµ¾ºÕùÃż÷¸ßÇÒÐÐÒµ¼¯Öжȸߣ¬ÐÐÒ·ûÈóÂʸßÓÚרÓÃÉ豸ÐÐÒµ¾ùÔÈˮƽ¡£
Òò¶ø£¬2020ÄêÖÁ2022Ä꣬BBINÊÓѶʯÓͿƼ¼ÊµÏÖÁ˽ϸߵķ¢Õ¹Ôö¿ì£¬ÊÕÒæ±ðÀëΪ8.95ÒÚÔª¡¢17.40ÒÚÔª¡¢20.87ÒÚÔª£¬³ý˰ºó¾»ÀûÈó±ðÀëΪ0.70ÒÚÔª¡¢3.04ÒÚÔª¡¢3.86ÒÚÔª¡£
ÔÚ¹ú×ÊÓû§Æô·¢·½Ã棬2020ÄêÖÁ2022Ä꣬BBINÊÓѶʯÓͿƼ¼µÄ¹ú×ʿͻ§ÊÕÈë´Ó1.54ÒÚÔªÉÏÉýÖÁ5.96ÒÚÔª£¬Ä긴ºÏÔö³¤ÂÊÔ¼97%£¬ÊÕÈëÕ¼±È´ÓÔ¼17%ÉÏÉýÖÁÔ¼29%£¬Ô¤¼Æ½«À´¹ú×ʿͻ§Õ¼±È½«Î¬³ÖÔÚ30%ÖÁ40%¡£
½ØÖÁ2022Ëêĺ£¬¹«Ë¾µÄ×ʲú¾»ÖµÔ¼Îª5.67ÒÚÔª¡£
´Ë±í£¬ÔÚÊÕ¹º¼ÛÖµ·½Ã棬ÕÐÒø¹ú¼Ê·ÖÎöʦWayne FUNGÒÔΪ£¬29.8ÒÚÔªµÄÊÕ¹º¼ÛÖµÒâζ×ÅÖ»ÓÐ7.7±¶2022ÄêµÄÊÐÓ¯ÂÊ£¬µÍÓÚ½ÜÈð¹É·Ý12.8±¶ºÍBBINÊÓѶ¹ú¼Ê11±¶µÄ¹ÀÖµ¡£¡°Èç¹ûBBINÊÓѶʯÓͿƼ¼½ñÄêÓ¯ÀûÔö³¤30%£¬ÊÕ¹º½«Ê¹BBINÊÓѶ¹ú¼Ê2023ÄêÓ¯ÀûÔ¤¼ÆÔö³¤20%¡£¼øÓÚBBINÊÓѶ¹ú¼ÊµÄ¾»ÏÖ½ðÇé¿ö£¬¾»×ʲúÊÕÒæÂʽ«Ìá¸ß£¬ÓÉÓÚÏÐÖÃÏֽ𽫱»ÀûÓᣡ±
Óë´Ëͬʱ£¬±¾´ÎÊÕ¹ºÊÂÏîÊÇBBINÊÓѶ¹ú¼Ê¹ú¼Ê»¯Õ½ÊõµÄ³ÖÐøÍÆ¶¯¡£2022Ä꣬BBINÊÓѶ¹ú¼Ê¹ú¼ÊÊг¡ÍØÕ¹¹¦Ð§ÏÔÖø£¬¿óɽÉ豸¼°ÎïÁ÷É豸¹ú¼ÊÏúÊÛÊÕÈë´ó·ùÔö³¤£¬¹«Ë¾º£±íÏúÊÛÊÕÈëͬ±ÈÔö·ù´ï101.5%¡£
Ŀǰ£¬BBINÊÓѶʯÓͿƼ¼ÒÑÔÚÖÐÑÇ¡¢ÈÕ±¾¡¢Öж«¡¢·ÇÖÞ¡¢ÀÃÀµÈ¹ú¶ÈºÍµØÓòÓë±¾µØ¿Í»§´ï³ÉÒâÏò¶©µ¥£¬½«À´½«½ø¾üÅ·ÃÀÊг¡£¬²¢½øÒ»²½³öº£¡£
2022Ä꣬BBINÊÓѶ¹ú¼ÊʵÏÖÊÕÈëÔ¼155.37ÒÚÔª£¬Í¬±ÈÉÏÉýÔ¼52.4%¡£¹«Ë¾°µÊ¾£¬Òµ¼¨Ôö³¤µÄÖØÒªÔÒòÊ×ÏÈÊÇÖÇÄÜ»¯¡¢µç¶¯»¯²úÆ·¼±¾çͶÈëÊг¡£¬¾ò½ø»ú¡¢×۲ɡ¢¿íÌå³µ¼°ÎïÁ÷É豸²úÆ·ÊÕÈëÔö³¤¡£
0ÌõÆÀÂÛ