2020年03月24日  星期二
化学原料药板块:估值重估或推高股价
2020年03月07日来源:信息早报金百临咨询 秦洪
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澳门BBIN视讯游戏SUIRANZHOUWUCHUXIANHUILUODETAISHI,DANZHENGTILAIKAN,BENZHOUAGURENGRANYOUZHEZHONGXINSHANGYIDEQUSHI。QIZHONG,SHANGZHENGZONGZHIZHANSHANGLE3000DIANDAGUAN,CHENGJIAOLIANGCHIXUHUOYUE,RIJUNCHENGJIAOJINEDUORIWENDINGZAIWANYIYUANZUOYOU,SHUOMINGSHICHANGZUODUOFENWEIJIAOWEILEGUAN。ZAICIBEIJINGXIA,HUAXUEYUANLIAOYAOBANKUAICHUXIANLECHIXUHUOYUEDETAISHI,XIANJUZHIYAO、PULUOYAOYE、MEINUOHUADENGPINZHONGYIXINGCHENGQINGXIDESHANGSHENGTONGDAO。

周期特征减弱 重塑估值逻辑

澳门BBIN视讯游戏DUIYUHUAXUEYUANLIAOYAOBANKUAILAISHUO,ZAIQIANXIENIAN,YIZHIYUHUAGONGGUYIQIHUARUDAOQIANGZHOUQIBANKUAI。ZHUYAOSHIYINWEIHUAXUEYUANLIAOYAOCHANYEZAIQIANXIENIANJINRUMENJIANDI,YOUQISHIQIANXIENIANDUIHUANJINGYAOQIUBUGAO,DAOZHILEHUAXUEYUANLIAOYAODECHANNENGKUOZHANGMENJIANDI,YINCI,YIDANHUAXUEYUANLIAOYAOZHUYAOCHANPINJIAGEBAOZHANG,JIUHUIYINFAXINJINRUZHE,CHANNENGXUNSUKUOZHANG,CHANPINJIAGESUIZHIXIAHUA,RUCIBODONG,SHIDEHUAXUEYUANLIAOYAOBANKUAIDEXIANGGUANSHANGSHIGONGSIYEJICHUYUDAQIDALUODEZHOUQIZHONG,SUOYI,GUZHIYIZHIBUGAO。

DANSHI,JINNIANLAI,YIFANGMIANSHIYINWEIHUANBAOLIDUDEJIADA,SHIDEHUAXUEYUANLIAOYAODEJINRUMENJIANXUNSUTISHENG。LINGYIFANGMIANZESHIYINWEICHIXUDECANLIEJINGZHENG,SHIDEYUELAIYUEDUODEZHONGXIAOQIYECHEDITUICHULESHICHANG。YUCITONGSHI,JINGYINGGUANLIXIAOLVGAO、CHIXUDEKEYANTOURUDENGYINSUSHIDEBUFENSHANGSHIGONGSITUOYINGERCHU,XINGYEDEJIZHONGDUXUNSUTISHENG。RUCIYEJIUSHITISHENGLEGUIMOJINRUMENJIAN,BIRUSHUOYIWANGZHIXUYAOSHUBAIWANYUANJIUKEYITOUZIYIGESHENGCHANXIAN,DANXIANZAITOUZIYIGEXINDESHENGCHANXIAN,BUJINJINXUYAOHUANBAOWENJIAN,ERQIEHAIXUYAOSHUQIANWANSHENZHISHUYIYUANDETOUZICHENGBEN。ZAICIBEIJINGXIA,HUAXUEYUANLIAOYAODEJINGZHENGHUANJINGJIANQUYOUHUA。

YUCITONGSHI,HUAXUEYUANLIAOYAODESHANGSHIGONGSIZAIJINNIANLAIYEJIJIYOUJUZHIJIDENGXIAYOUCHANPIN,CONGERDATONGLECHANYELIAN,PINGHUALEYUANLIAOYAOCHANPINJIAGEDEZHOUQIXING。YOUQISHIZAIJINYI、LIANGNIANLAI,BUSHAOHUAXUEYUANLIAOYAOLEISHANGSHIGONGSITONGGUOJINJUNZHIJI,BINGXUNSUZAIYIYAOJICAIGUOCHENGZHONGZHONGBIAO,RUCIYILAI,YEJIJIUHUICHUXIANCHIXUHUISHENGDETAISHI。SUOYI,YIWANGDEZHOUQIXINGDADAJIANRUO,ZAICIBEIJINGXIA,JIUBUNENGZAIYIZHOUQIGUDEGUZHIZUOBIAOLAITAOYONGHUAXUEYUANYAOLIAOGU,JINERSHIDEHUAXUEYUANLIAOYAOGUDEGUJIASHUFUXUNSUJIANRUO,YOULIYUGUJIAZHONGXINDESHANGYI。

重估估值坐标 或吸引新增资金

澳门BBIN视讯游戏GENGWEIZHONGYAODESHI,JINGGUOCICIYIQINGZHIHOU,YUELAIYUEDUODESHICHANGCANYUZHEKAISHIGUANZHUQIWOGUOHUAXUEYUANLIAOYAODEJINGZHENGYOUSHI。ZAIQIANXIENIAN,YOUYUYUYAN(YINGYU)、GUOJIAZHENGCE、RENCAIDENGDUOZHONGYOUSHI,YOUYOUXIANGDUIOUMEIDECHENGBENYOUSHI,YINDUZHIYAOQIYELVXIANCONGHUAXUEYUANLIAOYAOJINJUNOUMEISHICHANG,BINGFAZHANYANSHENZHIFANGZHIYAO。DANYINDUFANGZHIYAODEYUANLIAOYAOZHUYAOLAIYUANYUZHONGGUO。CICIYIQING,YINDUDEFANGZHIYAOSHENGCHANJIUMIANLINZHEZHONGGUOCHUNJIEQIJIANDETINGGONGYALI,CONGERRANGSHICHANGCANYUZHERENSHIDAOHUAXUEYUANLIAOYAOZAIQUANQIUZHIYAOCHANYELIANDEZHONGYAODIWEI。

YUCITONGSHI,YIWANGZHONGGUOHUAXUEYUANLIAOYAOZHUYAOSHIJIYINDUFANGZHIYAODAKAI。DANZAIJINLIANG、SANNIANLAI,SUIZHEZHONGGUOHUAXUEYUANLIAOYAOSHANGSHIGONGSIDENULI,JINJUNZHIJIDENGFANGZHIYAOLINGYU,BINGCHENGGONGDAJINOUMEISHICHANG,JIAOWEIDIANXINGDEJIUSHIHUAHAIYAOYE、XIANJUZHIYAO、PULUOYAOYEDENG。PULUOYAOYE、JIUZHOUYAOYEDENGSHANGSHIGONGSIGENGSHICHENGJIELEGUOJIZHIYAODACHANGDECDMOYEWU,RUCIJIUYANSHENDECHANYELIAN,YEHUODEGENGDUODECHANYEJIAZHI。HUOZHESHUO,ZAICHANYELIRUNFENGEGUOCHENGZHONG,ZHONGGUOHUAXUEYUANLIAOYAOCONGYUANXIANDEDAGONGZHEJIANJIANZHUANBIANWEIYINDUZHIYAOQIYEDEJINGZHENGZHE,CONGERHUODEGENGDUODECHANYELIANLIRUN,CONGERZAIZHIYAOCHANYEHUANJIEDELIRUNZHANBICHIXUTISHENG,ZHEIWUYIJIANGZHONGGUZHONGGUOHUAXUEYUANLIAOYAODEGUZHIZUOBIAO。

澳门BBIN视讯游戏ZONGSHANGSUOSHU,MUQIANHUAXUEYUANLIAOYAOBANKUAIDEQUEMIANLINZHEJIAODADETOUZIJIHUI。BUJINJINSHICHANYELIANDEZHENGHE、ZHONGGU,ERQIEHAIZAIYUDANGQIANAGUSHICHANGCHUXIANLEYIPIXINZENGZIJIN,ZHEIPIXINZENGZIJINMINRUIDIGANSHOUDAOCHANYELIANZHONGGUDETOUZIJIHUI,GUJINQIHUAXUEYUANLIAOYAOBANKUAICHUXIANLEQINGXIDEZIJINJINGLIURUDETAISHI,YIPILONGTOUSHANGSHIGONGSIDEERJISHICHANGGUJIAYIJINGJIEJIEPANSHENG,SHIYINGLVSHUJUCONGYUANXIANDE10BEIJIANJIANHUISHENGDAO20BEIYISHANG,RUGUOZAIKAOLVDAOYEJIDEHUISHENGQUSHI,YOUWANGXINGCHENGDAIWEISISHUANGJI,CONGERYIWEIZHEHUAXUEYUANLIAOYAOBANKUAISHANGSHIGONGSIDEQIANGSHIXINGQINGHUOCAIGANGGANGKAISHI,GUZAICAOZUOZHONG,JIANYISHICHANGCANYUZHEJIJIGENZONGLONGTOUGU,YOUQISHIYIJINGJINRUDAOSHANGSHENGTONGDAODEGEGU,SHUOMINGYEJIXIANGHAO、ZIJINKANHAO,GUKEZHONGDIANGENZONG。

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