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1、,A,2013,2,25,2013,3,1,2013,3,4,-0.49%vs1.74%2.7%-4.3%1.935.03%2012 EPS 0.465.86,201016.18%,37%,3004.1%-5.2%,2.234.0%-5.1%2.0 2.820122.57,021-S1010510120056021-S1010510120001,15.45%EPS 0.46,7%,2012,3.29,5.90%,3097,0.89%,51.26%,2012,2012,43831.2,29.35%,2013,201349%,3-4,57%,2012,1,1,9.5%,1/4,10.52%,5.3
2、4%,26.78%,A,2,3,1,+,10.33%2.56%2.50%2.06%,9.98%0.23%0.56%2.98%,14.72%5.00%4.03%8.63%,EPS11 12E 13E 14E,11,PE 1212 13E 14E PE E,PEG,TTM,15.36,0.64 0.75 0.80 0.90,24,20 19 17,28,2.02,18.8,282786 193053,15,1.84,A,21.5828.8817.4313.89,0.62 0.70 0.84 1.020.78 1.09 1.41 1.740.33 0.46 0.41 0.450.53 0.64 0.
3、66 0.85,35375226,31263822,26204321,21173916,312643627,1.921.205.021.54,23.833.017.016.5,1228927Wind,9587582013,34273,1,3.113.07,14.248.8818.2514.1213.4314.39,0.47 0.55 0.68 0.950.28 0.32 0.39 0.510.71 0.84 0.78 0.930.40 0.46 0.55 0.680.54 0.54 0.66 0.770.42 0.49 0.58 0.71,303226352534,262822312529,2
4、12323262025,151720211720,262822352529,1.151.432.781.832.011.81,17.010.920.415.416.014.5,2013,3,1,1,2013,2,25,2013,3,1,.1.1.2.6,002159.SZ002558.SZ,.6.8,002306.SZ000721.SZ000802.SZ000524.SZ,.8.8.8.8,1 2013/2/25-2013/3/1,.1,2 1997,PE,300 A,.1,.2,A,1,2013,2,25,2013,3,1,300,2.23,-0.49%vs1.74%,4.1%,4.0%,2
5、.7%,-5.2%,-5.1%,-4.3%,2013/2/25-2013/3/1%,6.04.02.0,4.1 4.0,2.7 2.3,2.1,1.3 0.8,0.5 0.2,0.0,-2.0-4.0-6.0,-0.1-0.4,-1.0-1.2-1.5,-1.9-1.9-2.0-2.1,-3.5,-4.3,-5.1-5.2,Wind,2.0 2.8,1.93,2010,2,1997,PE,300PE-,A,PE-,A,PE/A PE,10090807060,PE,3,2007,1.93,A,132010,3.503.002.50,50,403020100,Wind,2.001.501.001,
6、PEG,2013,2,25,2013,3,1,1,2,+,A,3,1,EPS2010 2011 2012E 2013E 2014E,2011 2012E,PE2010 2011 2012E 2013E 2014E,2011 2012E,17.43,0.25,0.33,0.46,0.41,0.45,0.32,0.04,70,52,38,43,39,54,436,5.02,17.00,A,21.5818.258.8813.436.6415.3628.8814.3913.897.214.419.1930.9014.1214.2424.89,0.470.060.260.490.200.640.470.
7、810.630.370.190.150.710.290.670.63,0.620.710.280.540.190.640.780.420.530.390.160.230.910.400.470.73,0.700.840.320.540.180.751.090.490.640.400.180.301.080.460.550.74,0.840.780.400.660.300.801.410.580.660.480.250.301.300.550.680.92,1.020.930.550.770.440.901.740.710.850.600.320.401.560.680.951.07,0.620
8、.710.280.540.160.500.780.420.460.300.160.230.910.400.470.73,0.700.840.320.540.150.551.090.490.520.310.180.241.080.400.550.74,462963527342462182219236344482139,35263225352437342618273934353034,31222825372026292218253129312634,26232320221920252115183124262127,21201717151717201612142320211523,352632254
9、23137343024283934353034,31222825442826292723253829352634,1.922.781.432.011.082.021.201.811.541.201.082.001.731.831.152.53,23.8020.4011.0016.006.0018.8033.0014.5016.508.004.5010.1032.7015.4017.0023.00,0.410.42,0.470.45,0.540.52,0.640.62,0.780.74,0.450.44,0.490.51,5236,3234,2828,2423,1919,3434,5328,1.
10、901.82,2013,3,1,2012,2,1,3,2012,2012 2014,0.82/0.90/0.96,0.75/0.80/0.90,9%/10%/6%,2013http:/,2013,1,3 4,57%,37%,1 2,47%,3 4,7%,4 6,9%,6,37%,6%,57%,2012,49%15%1/4http:/,-,2013,2,25,2013,3,1,2,comScore,2012,2012,6413,1030,9%2012,65%,1592.7,19%,21.5%,2,80%3-525-30%2-3,2013,100,http:/,2,27,2013100,25%,1
11、00,“5,100,”;,15,30,50,200,100,4A,5,5A236http:/,220,236,http:/,2,26,(,),20%3,;,2013,2,25,2013,3,1,123http:/,2,22,2009http:/,2,26,6,56,16,66:3430365http:/,2,26,(,),532,186,186,2204,90,(,10,),2114,53218665,1/3;,31,24,504,2013,2,25,2013,3,1,http:/,(CDF),2,24,(,),1.3,2018,4,2012,11,1,2,14,2898,1.27,3200,
12、940,56%,22%,61%,20,11 12,2,9,15,85%,5.633%,1.7,18.68,95%5000,41%8000,30%-50%http:/,26,2013,5,2013,2,25,2013,3,1,3http:/,1,3,1,50,3,3,1,3,347,800,(),70,80,800,130,140,http:/,9.5%,20122012,2012,201250087,6972,7.9%6.2%,9.6%33.9%23.3%,17.8%,20575,6.5%,6972,9.5%3652,6.4%,4802,http:/,3,2,4054173,382418001
13、5002159.SZ,200,432,442,40796,2013,2,25,2013,3,1,2013136,6013,1,2,28,0.11%,5,902,5436,039,144,5.03%,4.92%,2013,3,1,2,261.49%,2012,5501.06,2012,37%,36983.24,55%,0.46,201320132013300178.SZ,2,26,2013,1,2,5%,3104.9300144.SZ,0.86%,2,27,16.18%15.45%,2012,3.00,2.24,7.04%,20127.04%,5.862.57,810,2012,15%,2012
14、,20122012,2013,2013,4253.82,-4499.23,1.5,4%-10%,2012,2012,2012,2013,32012,20,2012,2012,2012,20137,2013,2,25,2013,3,1,002558.SZ,2,28,2012,2012,361,802,452.5943,829,246.66,12.31%,0.89%,51,661,819.59,1.56%,002306.SZ,2,28,11.66%,2012,1.59,2012,15.47%,13.79,1.203,2,29.35%000721.SZ,2011,6,23,2013,2,5,0008
15、02.SZ,300,100%,9,580,3,2,5%,2013,2,28,3 1,283,438,1.51%,2.34%,000524.SZ,3,25.90%,2012,3079,201251.26%,3.292937.57,34.42%,1,2012,2,4,6,20122012,2012,35,7,20122013,2013,9,8,2012,8,-,“,”,Analyst CertificationiiiThe analysts primarily responsible for the preparation of all or part of the research report
16、 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 recomm
17、endations 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 CIT
18、IC 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 to Rule15a-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,
