研究报告全文：GUOTAIJUNANINTERNATIONALUniverseWeeklyUpdate国泰君安国际研究股票每周更新11August2023ChangesinthepastweekEarningsEstchg01316HKNEXTEER-RRatingisbuy6to18monthstargetpriceisHK800Y00830HKCSCDEVELOPMENT-RNTableofcontentsPageSectorsandrelatedlistedcompaniesPage2AutomobilesEnergyOperationNewEnergyFoodBeverageConstructionEngineeringMachineryMediaCultureNonferrousmetalsPropertyTelecommunicationCompanyRatingDefinitionTheBenchmarkHongKongHangSengIndexNASDAQCompositeIndexTimeHorizon6to18monthsRatingRelativePerformanceBuyRelativePerformance15orthefundamentaloutlookofthecompanyorsectorisfavorableAccumulateRelativePerformanceis5to15orthefundamentaloutlookofthecompanyorsectorisfavorableNeutralRelativePerformanceis-5to5orthefundamentaloutlookofthecompanyorsectorisneutralReduceRelativePerformanceis-15to-5orthefundamentaloutlookofthecompanyorsectorisunfavorableSellRelativePerformance-15orthefundamentaloutlookofthecompanyorsectorisunfavorableCompliedbyMiaLIU刘敏85225097247mialiugtjascomhk第1页GUOTAIJUNANINTERNATIONALUniverseWeeklyUpdate国泰君安国际研究股票每周更新11August20236to18MonthsTargetEPSDPSNETPROFITMnNBVROEDateofLastStockCodeCompanyNameRatingCurrencyAnalystUpdateHKUS21A22A23F24F25F21A22A23F24F25F21A22A23F24F25F21A22A23F24F25F21A22A23F24F25FddmmyyyyAutomobiles00175GEELYAUTOBuy1333RMB0481052406170720081201710186024502860322484752606194722681437643837088529412100337373808893IvanWu2703202302333GREATWALLMOTOR-HBuy1300RMB07280910063111701834037004550316058509176726826653599925155646727718080488631954511313080140202IvanWu0704202301316NEXTEER-RBuy800USD00470023006500930096001000050013001900191185816323324207790771083109110989623081107102IvanWu0708202300425MINTHGROUPBuy2900RMB12991304159418942269054005210638075809081497150118522200263613913146981563916895184079791106116129IvanWu1307202303808SINOTRUK-RBuy2150RMB1565065110821379171205500290043305520685432217972988380847261292013006137981474415905128508197112IvanWu28072023EnergyOperations00002CLPHOLDINGSAccumulate8000HKD3361405442784419310031003100310084911024310809111645015351141523545370875909293PeterShao0703202200006POWERASSETSBuy5300HKD28802650276328532988282028202820282028206140564958986088637740654406974093441178414347165686972PeterShao0308202201798DATANGRENEW-HBuy340RMB020804030348046806080030005000420054006820323485306239354954177521832489290334437912198116132PeterShao2804202302380CHINAPOWER-RBuy490RMB007001930296045500550058008901375162387366256343627350537434109145579111PeterShao1601202300836CHINARESPOWER-RBuy1954HKD03301460222827723399029505860891110913602138704210719133351635218500170961801719680217202486124141157PeterShao21062023NewEnergy03931CALB-HBuy3800RMB011304411201230636980000000000000000000014069221294086655416039193982521833683430240824547896PeterShao25072022FoodBeverage00322TINGYIAccumulate1350RMB06760467062207250796112009110622072507973802263235054084448533162374236125652768191164263294299AndyChen2007202300220UNI-PRESIDENTCHINABuy820RMB0347030303780424041703030378042415011311163118313187308031633217109971211331008202200345VITASOYINTLAccumulate1320HKD0149004301490263037700000027009401660238159461602824043048278428983075330046155388118AndyChen2606202300506CHINAFOODS-RBuy365RMB020502360257029203220125013301670190021057266072081890218441973206421662279113124127138145AndyChen3103202306186CHINAFEIHEBuy867RMB0771061807050797024302250293036968715617640572402466324640924956113134176205AndyChen0712202200291CHINARESBEER-RBuy7250RMB1414133916781958223905660536067107830896458743445444635372657531833594091064012040201169189195197AndyChen2703202300168TSINGTAOBREW-HBuy11400RMB2328273633833964441511001800160019002100315537114616540860241685918688222562638631001137146152150142AndyChen09052023ConstructionEngineering00830CSCDEVELOPMENT-RBuy310HKD0135019102710374049100470065009501380197292422611844110807750948113514141767190224263294309GaryWong0908202302163BROADHOMES-HAccumulate670RMB006716570410009305790000000000000019011632808197452798513672563966489705008218621486GaryWong0404202301186CHINARAILCONS-HBuy920RMB160117602106239627120246028003350381043124690266423134435283395671979421391233642558128064929299102104GaryWong2104202300390CHINARAILWAY-HBuy770RMB103711981391155617380196020002320260029027618312763602140068445361457817212185792011121742100104109110112GaryWong1404202301800CHINACOMMCONS-HAccumulate600RMB1041114512621384151402040217024302650288183492006521959239342603916098174321854519759210797071737576GaryWong1105202303311CHINASTATECON-RBuy1610HKD134915791924224024960405048005700670075068017957969711287125791120511472128271439716144129139158165164GaryWong2303202301599UCD-HBuy386RMB06830721069607760829016801900181020202168729729391046111845595040554661416769150150131133128GaryWong19072023Machinery00558LKTECHBuy1243HKD04560387062008031007010100920139018302326265338531106138631083237381545605490203141203222231AlexBai0507202301882HAITIANINTLAccumulate2180RMB191214191602177219370546077304810544060130522265255728293092998410659117801300814344199137143143142AlexBai2407202303899CIMCENRIC-RBuy1095RMB044705280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