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1、20130307,2013,3,7,010-S1010510120023,010-S1010510120057,010-S1010510120042,010-S1010512090006,201303072013 1052013-3-7,2013,2,28,3,4,3002013-3-7,60%,2010,30,2013-3-7http:/,13%,M2,13%,3,6,M2,GDP11%,2,7.5%CPI,3.5%,11%,13%,13%,2013-3-6,http:/,PEPE95%2013-3-6http:/,1,201303072009,1334,766,2012,6080,5921
2、,2013-3-7,http:/,10%2013-3-7http:/,6,A,3,6,3,6,300,1.04%,1.05%,3.4%3,6,H,1.90%,2.8%,0.3%,3 6,4:00,42.47,0.30%,14296.24,1.76,0.05%,3222.37,500,1.67,0.11%,1541.46,GDP,0.6%,0.25%,3,7,20081,0.25%,CAC 40,0.36%,3773.76,DAX 30,0.62%,7919.33,100,0.07%,6427.64,SHIBOR,2,1,7,1,7,1,7,-,-,-,-,-,(,),20130307,3.0%
3、,3,614,3.2%,2.9%,4.9%,7,1,2.87%3.02%,3.03%3.24%,-16BP-22BP,SHIBOR,1414146,6666,3.14%2.85%2.99%3.17%2.86%3.00%3.20%4.80%4.74%4.92%4.98%4.20%,-3.01%3.19%3.39%3.02%3.19%3.42%4.80%4.74%4.92%4.98%4.20%,-16BP-20BP-22BP-16BP-19BP-22BP,Wind,3,6,300,1.04%,1.05%,H,1.90%,6,H,A,7%10%10%-1%-2%,H,A,3%-16%,2013,PE
4、,6.5,5.7,6.8,7.0,PB,1.12,1.04,1.16,1.15,1,2013,PE,6.3,PB,1.0,6,PE,5.5,PB,0.8,12,PE,5.4,PB,0.8,2,2011,2012E 2013E 2014E,2011,2012E 2013E 2014E H,A H,PE,PE,PE,PE,PB,PB,PB,PB,2013EPB,(,),-,8.26.88.79.1,6.96.26.97.9,6.55.76.87.0,5.85.26.06.2,1.511.351.611.52,1.291.181.341.32,1.121.041.161.15,0.980.921.0
5、01.01,-1%6%-8%,1.101.091.12,7.06.97.76.3,6.26.36.45.7,5.75.85.85.3,5.35.55.24.9,1.551.441.511.15,1.301.251.301.02,1.131.101.140.92,0.990.981.010.81,7%10%10%-1%,1.201.211.250.91,(,),6.08.310.08.7,6.46.87.96.4,5.87.26.96.5,5.36.66.15.8,1.121.812.181.91,1.011.491.771.51,0.911.291.481.29,0.821.131.241.1
6、0,-2%3%-16%,0.891.321.24,7.67.6,6.15.9,5.55.4,4.84.8,1.391.43,1.171.21,0.991.02,0.850.87,3,3,6,(,),(,),(,),(,),(,),(,),20130307,2011,2012E 2013E 2014E,2011,2012E 2013E 2014E H,A H,PE8.4,PE6.9,PE6.2,PE5.6,PB1.20,PB1.06,PB0.93,PB0.83,2013EPB,(,),12.17.99.110.1,9.78.07.68.1,9.96.96.67.4,8.46.35.86.4,1.
7、691.411.371.77,1.461.211.231.50,1.291.071.081.30,1.140.960.941.13,2011,2012E 2013E 2014E,2011,2012E 2013E 2014E,H,EPS,EPS,EPS,EPS,BVPS,BVPS BVPS BVPS,0.590.680.380.470.821.621.052.361.460.451.322.011.201.091.13,0.670.740.460.520.771.991.343.231.830.581.602.511.191.311.41,0.730.800.510.560.851.861.53
8、3.182.030.631.782.441.381.501.55,0.790.860.560.600.932.031.743.562.330.711.982.881.511.731.78,2.683.241.952.594.417.424.8510.767.982.389.2114.316.747.296.49,3.203.742.272.904.869.015.9513.649.522.8210.4916.627.848.087.63,3.694.252.573.245.4110.457.1415.9411.193.3411.8718.798.889.248.84,4.224.782.903
9、.665.9811.928.5018.7113.113.9213.3221.189.9410.6210.17,4.174.672.942.974.9213.4510.5520.5611.113.4011.0924.259.529.9711.46,4.455.133.222.944.8113.808.85,4,-,“,”,Analyst CertificationiiiThe analysts primarily responsible for the preparation of all or part of the research report contained herein hereb
10、y 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 recommendations or views expr
11、essed 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 CITIC Securities Limited C
12、ompany(“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,
