今日鲁股表现：

agusandazhishujinriyanxupiruanzoushi，jiezhishoupan，huzhidie1.83%，shoubao2830.53dian；shenzhengchengzhidie2.40%，shoubao8375.98dian；chuangyebanzhidie2.47%，shoubao1583.77dian。shichangchengjiaoeweisuo，hushenliangshichengjiaoejinyou6637yiyuan。beixiangzijinweipannishiqiangchou，jinrijingmairu17.42yiyuan。

xingyebankuaiquanxianxiadie，dianzihuaxuepin、fangdichanfuwu、youxi、jiaoyu、jiayongqinggong、bandaoti、niangjiuxingye、fangdichankaifa、zhuangxiujiancaibankuaidiefujuqian。

jinri“zhangfuwang”：lvnenghuichong（600212），zhangfu10%

“weilaixinnengyuanqicheshichangzhuyaoyichongdianmoshiweizhu，huandianmoshizhinengshuoshiyigebuchong。”riqian，lvnenghuichong(600212)fuzongcaihexiaoshanzaijieshoujiemianxinwencaifangshibiaoshi。zaitakanlai，suizhekuaichongjishudebuduangengxindiedai，chongdianshijianzhangdenantihuidedaojiejue。

lvnenghuichongshuyukuajiezhe，2017nianzhengshijinruxinnengyuanqichechongdianshichang，muqianyewushejixinnengyuanchongdian、chuneng、weiwangxingyechanpindeng。

gaigongsideqianshenweijiangquanshiye，zhuyaocongshiredianyewuhetieluzhuanyongxianyunshuyewu。shouxingyejizhengceyingxiang，gaigongsiciqianjinianyejichixuxiahua。

weixiangxinnengyuanxingyezhuanxing，gaigongsizai2022nianyi8300wanyuanshougoulvnenghuichongshuzijishuyouxiangongside100%guquan，bingyudangnianboliredianyewu，zhengshigengmingweilvnenghuichongshuzinengyuanjishugufenyouxiangongsi。

jinrilingdie： dongyueguicai（300821），zhangfu：-12.13%

dongyuejituan(00189)diejin4%，jiezhifagao，die3.95%，bao5.35gangyuan，chengjiaoe536.22wangangyuan。

xiaoximianshang，dongyuejituanjinrigongbu，gongsifeiquanzifushugongsidongyueguicaijiezhi2023nian12yue31rizhinianduguishuyuqigudongdejinglirunyujitongbijianshaodayue152.83%zhi164.56%；kouchufeijingchangxingsunyihoudejinglirunyujitongbijianshaodayue154.81%zhi166.56%。

duiyuhoushidapanzouxiang，jigoufenfenfabiaokanfa。

guangdazhengquan：shizhiguanlihuojiangnarukaohe，jianzhuyangqiyouboyijiazhi

guangdazhengquanyanbaozhichu，chengzhangxingfangmian，2011nianzhijin，jianzhuyangqixinqiandingdanjizhongduchixutisheng，chixuzengzhangdexinqiandingdanweiqishouruyejiguimozengzhangtigonglejichu。ciwai，suizhe“yidaiyilu”chuhai，jianzhuyangqiyouwangpingjiezishenzijinyoushi，youxuanyouzhixiangmushishi“toujianyingyitihua”，bingkeyijiezhujileidedangdiziyuan，jinxingshudiduoyuanhuayewudetuozhan，haiwaiyunyingzichantiliangyouwangyinglaijiasukuozhang，zengqiangzhangqitouzijiazhi。jiezhimuqian，zhuyaojianzhuyangqiguxilvzai“zhongtegu”yangqizhongchuzaijiaodishuiping，tongshizhuyaojianzhuyangqifenhonglvzai“zhongtegu”yangqizhongjibenchuzaijiaodishuiping。xiangbiyuqitashangshiyangqi，jianzhuyangqiguxilvjifenhonglvyoujiaodatishengqianli；zaixinyilun“guogai”，shizhiguanlinarukaohe，jianzhuyangqiyouwangjiadaxianjinfenhonglidu。weilaiguxilvruonengtisheng，huojiangtuidongxinyilunjianzhuyangqixingqing。

guoshengzhengquan：shichangyanzhongfenhua，2900dianxiafangyouzhengguxuqiu

guoshengzhengquanyanbaocheng，shichangzaizhoumozhengjianhuiguanyuyouhuarongquanliangxiangjucuodelihaoxia，zouchuleyanzhongdefenhuaxingqing。lihao“buzhangfandie”huoshishichangduijieqian、yuemozijinmiandedanyou，huoshijigoujijidiaocangdaozhi，panduanzaiyangqi“shizhiguanli”delihaobeijingxia，zhongzitouqiangshigejuhuojiangchixu。jishumiankan，2900dianfujinpaoyaxujinyibuxiaohao，tupoxuliangshichengjiaoliangfangdazhiwanyiyuanshangfang，guanzhudajinrong、zhongzitou、guoqigaige、yangqigaigedengquanzhongfangxiang。caozuoshangjianyiyiduiquanzhongleidefengdibujuweizhu。

今日鲁股表现：

1yue30ri，shandong19zhigegushangzhang，190zhigeguxiadie。

zongshizhiguoqianyideyouwanhuahuaxue（600309）、haierzhijia（600690）、yankuangnengyuan（600188）、weichaidongli（000338）、zhonghangshenfei（600760）gong5jia，500yi-1000yidegongyou6jia，fenbieshi qingdaopijiu（600600）、shandonghuangjin（600547）、zhongjixuchuang（300308）、geergufen（002241）、huadianguoji（600027）、hualuhengsheng（688363）。

jiezhishoupangegugujiazuigaoweizhongjixuchuang（300308），shouyu101.20yuan；zuidiweishandonggangtie（600022），shouyu1.32yuan。

shandongshangshiqiyejinrituchubiaoxianruxia：

1.zhangfubangshou：lvnenghuichong（600212），zhangfu10%，shouyumeigu6.49yuan；

2.diefubangshou：dongyueguicai（300821），zhangfu：-12.13%，shouyumeigu7.46yuan；

3.gegugujiazuigao：zhongjixuchuang（300308），jinrishouyumeigu101.20yuan；

4.zongshizhidiyi：wanhuahuaxue（600309）yi2236.76yiyuanpaimingshizhibangshouwei；

5.liutongshizhidiyi：wanhuahuaxue（600309）yi2236.76yiyuanpaimingshizhibangshouwei。

山东地市鲁股观察：

shandongshengneishangshigongsishuliangpaimingqiansandefenbieshiqingdaoshi（66）、yantaishi（52jia）、jinanshi（47jia），jutidaozheisangedishilaikan：

qingdaoshizhangfubangshou： sailunluntai（601058），zhangfu4.95%，gujia11.88yuan，zongshizhi371.3yiyuan；

qingdaoshidiefubangshou：kangpudun（603798），zhangfu：-10.03%，gujia9.42yuan，zongshizhi24.16yiyuan；

yantaishizhangfubangshou：hanxinkeji（837092），zhangfu2.33%，gujia27.68yuan，zongshizhi13.26yiyuan；

yantaishidiefubangshou：shenghuikeji（300423），zhangfu：-7.39%，gujia7.14yuan，zongshizhi35.52yiyuan；

jinanshizhangfubangshou：huamingzhuangbei（002270），zhangfu2.44%，gujia14.28yuan，zongshizhi128yiyuan；

jinanshidiefubangshou：huaxishengwu（688363），zhangfu：-10.62%，gujia58.38yuan，zongshizhi281.2yiyuan。

shandongshangshigongsiredian： 

sailunluntai（601058）：2023nianguimujinglirunyuzeng132.77%zuoyou

1yue30ri，sailunluntaipilu2023nianyejiyuzenggonggao，yuji2023nianshixianyingyeshouru260yiyuanzuoyou，tongbizengzhang18.71%zuoyou；yujishixianguimujinglirun31yiyuanzuoyou，tongbizengzhang132.77%zuoyou。jucijisuangongsi2023niandisijiduyujishixianguimujinglirun10.75yiyuanzuoyou，shixianquanniangejiduchixuzengzhang，tongbizengfudadao302.62%zuoyou，zaichuangdanjiyinglixingao。

2023nian，luntaixingyequshixianghao，yeneishangshigongsipubianyejiyuxi，linglongluntai、sanjiaoluntai、senqilinyijitongyonggufenjunshixianyejizengzhang，4jiagongsiyujishixianguimujinglirunzhongweishufenbiewei14.8yiyuan、13.97yiyuan、13.6yiyuanhe2.35yiyuan。sailunluntaiyinglishuipingmingxianlingxianxingye，31yiyuanzuoyoudeguimujinglirunshuzhidafugaoyutongxingyegongsi。ruoankoufeiguimujinglirunduibi，zesailunluntaidelingxianyoushigengweimingxian。

yingpaisi（002899）：xiadie5.02% 2023nianjinglirunyujizengzhang21.83%—58.38%

zhengquanshibaowangxun，yingpaisigujiachuxianyidong，jiezhijinri14shi20fen，gujiaxiadie5.02%，chengjiao384.10wangu，chengjiaojine5395.54wanyuan，huanshoulvwei3.20%，gongsifabudezuixinyejiyugaoxianshi，yuji2023nianshixianjinglirun8000.00wanyuan—1.04yiyuan，jingliruntongbizengzhang21.83%—58.38%。

zhengquanshibao·shujubaotongjixianshi，jinrigongbu2023nianyejiyugaogongsizhong，jiezhifagaogujiajiaoweiqiangshideyouchenankeji、tianqiaoqizhong、gannenggufendeng，gujiafenbieshangzhang16.70%、10.13%、10.06%，gujiadiefujiaodadeyougelinjingmi、yashiguangdian、yaxiangjichengdeng，fenbiexiadie15.94%、10.00%、10.00%。

【券商观察】

sailunluntai(601058)：duodiankaihuayejigaozeng，quanqiubuju“jin”xianfengcai

s shijian：2024 ummarniany]1 yue 29 ri，sailunluntaifabu 2023 niannianduyejiyuzenggonggao，gongsi yuji 2023 nianniandushixianyingyeshouru 260 yiyuanzuoyou，yushangniantongqi（fadingpilushuju） xiangbi，jiangzengjia 40.98 yiyuanzuoyou，tongbizengjia 18.71%zuoyou；yuji 2023 nianniandu shixianguishuyushangshigongsigudongdejinglirun 31 yiyuanzuoyou，yushangniantongqi（fadingpilushu ju）xiangbi，jiangzengjia 17.68 yiyuanzuoyou，tongbizengjia 132.77%zuoyou；yuji 2023 nian niandushixianguishuyushangshigongsigudongdekouchufeijingchangxingsunyidejinglirun 31.60 yiyuanzuo you，yushangniantongqi（fadingpilushuju）xiangbi，jiangzengjia 18.25 yiyuanzuoyou，tongbizengjia 136.71%zuoyou。（chakanyuanwen）

 

投资要点：

2023q4 danjibudan，guimujinglilvjinyibutishengdadaolishixingao。

zhuijiajianpuzhaitouzi，shenhuaquanqiuhuabuju。

yetihuangjinluntaishourenkechengdutisheng，zhuligongsipinpaijiazhichixutigao。

luguguanchajiangjixucongshizhizhuangkuang、quyufenbu、xingyebankuai、zhengcezhichidengduojiaodu，fenxishandonggegechengshishangshigongsidexianzhuang，buduanjujiaoshandongshangshiqiyegupiaodongtai，weishengneishangshigongsifazhantigongyoujiazhidejiejianhecankao，chixufuwuyushandongshangshiqiye。