《银行业每日资讯130207.ppt》由会员分享，可在线阅读，更多相关《银行业每日资讯130207.ppt（5页珍藏版）》请在三一办公上搜索。
1、1,20130207,2013,2,7,010-S1010510120023,010-S1010510120057,010-S1010510120042,010-S1010512090006,1,352013-2-6http:/,1,8%,1,1,1,2667,12,1,8.6%,3.88%1,3,4.36%3,6,4.62%6,4.91%,0.14 0.06 0.05,0.11,12013-2-6http:/,55%,2013-2-6,http:/,20130207,2011,1020.2%,9.6%,2,62010,2011,0.2,2011,42.9%,13%,2013-2-6,http
2、:/,FDIC,12,2013-2-6http:/,LIBOR(LIBOR)LIBORhttp:/,2013-2-6,A,2,6,2,6,300,0.15%,0.56%,3.3%2,6,H,0.43%,1.9%,0.05%,2 6,16:00,2,7,05:00,7.22,13,986.52,0.05%,3.10,3,168.48,0.10%,500,0.83,1,512.12,0.05%,0.36%,0.36%2,284.521.49%2013,SHIBOR,1W,34.60BP 35.80BP,3.5960%3.6960%1,1,7,1,7,1,7,-,6,A,H,(,),20130207
3、,2,6,3.6%,7,3.7%,14,4.2%,5.3%,1,3.64%3.90%,3.27%3.70%,+37BP+20BP,SHIBOR,141414,6666,4.18%3.63%3.73%4.21%3.60%3.70%4.13%5.22%5.16%5.28%5.40%4.80%,4.09%3.26%3.38%4.06%3.25%3.34%4.04%5.28%5.22%5.34%5.40%4.74%,+9BP+37BP+35BP+15BP+35BP+36BP+9BP-6BP-6BP-6BP+6BP,Wind,2,6,300,0.15%,0.56%,H,0.43%,6,H,A,5%5%7
4、%-2%-4%,H,A,2%-20%,2013,PE,6.9,6.1,7.2,7.3,PB,1.18,1.12,1.21,1.20,1,2013,PE,6.2,PB,1.0,6,PE,6.0,PB,0.9,12,PE,5.9,PB,1.0,2,2011 2012E 2013E 2014E,2011 2012E 2013E 2014E H,PE,PE,PE,PE,PB,PB,PB,PB,2013EPB,(,),-,8.67.39.19.5,7.36.77.38.3,6.96.17.27.3,6.25.66.46.5,1.591.461.681.59,1.361.271.401.38,1.181.
5、121.211.20,1.030.991.051.06,-3%4%-9%,1.161.151.19,7.47.48.46.7,6.66.87.06.1,6.16.36.35.6,5.65.95.75.2,1.651.551.641.22,1.381.341.411.09,1.201.181.250.97,1.051.051.100.86,5%5%7%-2%,1.251.241.330.95,(,),6.68.411.18.7,7.16.88.76.4,6.47.37.76.5,5.86.76.75.8,1.231.832.411.92,1.121.501.971.51,1.001.301.64
6、1.29,0.911.141.381.10,-4%2%-20%,0.961.411.32,8.2,6.6,5.9,5.2,1.50,1.26,1.07,0.92,2,A,H,(,),2,6,H,(,),(,),(,),(,),(,),(,),20130207,2011 2012E 2013E 2014E,2011 2012E 2013E 2014E H,PE8.49.210.9,PE6.57.69.2,PE6.06.910.1,PE5.36.29.1,PB1.581.321.53,PB1.341.161.32,PB1.131.031.18,PB0.960.921.06,2013EPB,(,),
7、8.59.510.6,8.57.98.6,7.46.97.7,6.76.06.7,1.511.421.84,1.301.281.56,1.151.121.35,1.020.971.17,2011 2012E 2013E 2014E,2011 2012E 2013E 2014E,EPS,EPS,EPS,EPS,BVPS BVPS BVPS BVPS,0.590.680.380.470.821.621.052.361.460.451.322.011.201.091.13,0.670.740.460.520.771.991.343.231.830.581.602.381.191.311.39,0.7
8、30.800.510.560.851.861.533.182.030.631.782.171.381.501.55,0.790.860.560.600.932.031.743.562.330.711.982.411.511.731.78,2.683.241.952.594.417.424.8510.767.982.389.2114.316.747.296.49,3.203.742.272.904.869.015.9513.649.522.8210.4916.597.848.087.63,3.694.252.573.245.4110.457.1415.9411.193.3411.8718.608
9、.889.248.84,4.224.782.903.665.9811.928.5018.7113.113.9213.3220.699.9410.6210.17,4.425.023.203.155.4314.3711.7020.6312.003.7712.2021.8610.1710.3511.92,4.635.283.423.075.1914.719.41,3,-,“,”,Analyst CertificationiiiThe analysts primarily responsible for the preparation of all or part of the research re
10、port 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 analysts compensation was,is,or will be directly or indirectly,related to the specific re
11、commendations or views expressed in thisresearch report.“”,/,(,),(1),(2)/20131,300,20%,6,300,5%,20%,2,6300,6300,300300300300300,-10%5%10%10%-10%10%10%,48,1568,8,1,100125,22,200122,518048,26,Foreign Broker-Dealer Disclosures for Distributing to the U.S.This report has been produced in its entirety by
12、 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 SEC,no-action letters thereunder.,Z20374000,1934“,”,15a-6(a)(2),15a-6,
