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翻车老司机
2023-12-22
心怀感恩
游戏工委内部人士:对征求意见稿目前各界可畅所欲言
翻车老司机
2023-12-22
意见稿=板上钉钉
抱歉,原内容已删除
翻车老司机
2023-03-07
别吹了 4个苹果等于1个A股
全面梳理:国企与世界一流企业估值比较
翻车老司机
2023-01-17
可信吗
抱歉,原内容已删除
翻车老司机
2022-12-16
$Faraday Future(FFIE)$
老乡 别走 马上量产了[得意]
翻车老司机
2022-12-16
$纳斯达克(.IXIC)$
5%根本达不到限制货币利率水平 要降到2%的通胀目标 鲍威尔还没有意识到当前的货币紧缩程度还远远不够 70年代金融危机美联储将利率限制在7% 这次放水程度远远要大于当时 没有大企业的资不抵债 暴雷 远远称不上是金融危机
翻车老司机
2022-12-16
$Faraday Future(FFIE)$
又推后了3个月 暂时可以离场了
翻车老司机
2022-12-16
$特斯拉(TSLA)$
观察了半天 这个位置有主力强力支撑 大盘掉3个点 它居然微涨 建议做多
翻车老司机
2022-12-15
$富途控股(FUTU)$
控盘死死的
翻车老司机
2022-12-15
$富途控股(FUTU)$
请你尊重一下美联储加息
翻车老司机
2022-12-13
$Faraday Future(FFIE)$
来不及多说了 2025年远期期权买起来,会所嫩模还是下海干活在此一举!
翻车老司机
2022-12-13
$Faraday Future(FFIE)$
别忘了FF91对标的是劳斯莱斯和迈巴赫 如果不缺钱加量产成功 那市值妥妥的翻几十倍 现在正处在临门一脚的关键时刻 所以大家想好怎么办了吧
翻车老司机
2022-12-13
$Faraday Future(FFIE)$
有没有可能像当年的GME一样
翻车老司机
2022-12-12
拐点将至 大胆入没毛病 畏畏缩缩机会全溜走了
抱歉,原内容已删除
翻车老司机
2022-12-07
$Faraday Future(FFIE)$
我只能说 随时有爆发的可能
翻车老司机
2022-11-28
$特斯拉(TSLA)$
$阿里巴巴(BABA)$
$蔚来(NIO)$
今日开盘恒生期货掉6个百分点 然后满满爬升 相信大家知道都发生了什么
翻车老司机
2022-11-28
$阿里巴巴(BABA)$
来不及多说了 赶紧抛 这几天有大事要发生
翻车老司机
2022-11-22
$团车(TC)$
早就知道你是个怂货
翻车老司机
2022-11-22
$Faraday Future(FFIE)$
前前后后融了30多亿美金 和蔚来差不多了 最后落得一地鸡毛 这么多年永远走在研发的路上ff已经被市场抛弃了
翻车老司机
2022-11-21
$StoneCo(STNE)$
要大涨了 正股下跌2%的情况下近期call期权上涨100% 罕见
去老虎APP查看更多动态
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"images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254883689414920","repostId":"1197810065","repostType":2,"repost":{"id":"1197810065","pubTimestamp":1703238100,"share":"https://www.laohu8.com/m/news/1197810065?lang=&edition=full","pubTime":"2023-12-22 17:41","market":"us","language":"zh","title":"游戏工委内部人士:对征求意见稿目前各界可畅所欲言","url":"https://stock-news.laohu8.com/highlight/detail?id=1197810065","media":"华尔街见闻","summary":"以使其切实可行,更为完善。","content":"<html><head></head><body><p>国家新闻出版署发布了《网络游戏管理办法(草案征求意见稿)》引发热议,对此,中国音数协游戏工委内部人士表示:<strong>既然是征求意见稿,表明目前阶段各界均可畅所欲言,以使其切实可行,更为完善。</strong></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>游戏工委内部人士:对征求意见稿目前各界可畅所欲言</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7eaa2c45cf70f617f2a492ecb0fcce5f","relate_stocks":{"BILI":"哔哩哔哩","00700":"腾讯控股","NTES":"网易"},"source_url":"https://wallstreetcn.com/livenews/2599367","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1197810065","content_text":"国家新闻出版署发布了《网络游戏管理办法(草案征求意见稿)》引发热议,对此,中国音数协游戏工委内部人士表示:既然是征求意见稿,表明目前阶段各界均可畅所欲言,以使其切实可行,更为完善。","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254853958803528,"gmtCreate":1703233694676,"gmtModify":1703233696245,"author":{"id":"3464209514184414","authorId":"3464209514184414","name":"翻车老司机","avatar":"https://static.tigerbbs.com/3e73abc2998aa19e38a352a63123ea28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"意见稿=板上钉钉","listText":"意见稿=板上钉钉","text":"意见稿=板上钉钉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254853958803528","repostId":"1190543188","repostType":2,"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627897703,"gmtCreate":1678181442302,"gmtModify":1678181447786,"author":{"id":"3464209514184414","authorId":"3464209514184414","name":"翻车老司机","avatar":"https://static.tigerbbs.com/3e73abc2998aa19e38a352a63123ea28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"别吹了 4个苹果等于1个A股 ","listText":"别吹了 4个苹果等于1个A股 ","text":"别吹了 4个苹果等于1个A股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627897703","repostId":"1175340948","repostType":4,"repost":{"id":"1175340948","pubTimestamp":1678165383,"share":"https://www.laohu8.com/m/news/1175340948?lang=&edition=full","pubTime":"2023-03-07 13:03","market":"sh","language":"zh","title":"全面梳理:国企与世界一流企业估值比较","url":"https://stock-news.laohu8.com/highlight/detail?id=1175340948","media":"尧望后势","summary":"A股多个细分行业的国企龙头具备估值重塑空间。","content":"<html><head></head><body><p>作者:张启尧 张倩婷</p><p><b>前言:</b>2023年3月3日,国务院国资委召开会议,对国有企业对标开展世界一流企业价值创造行动进行动员部署。在本篇报告中,我们将从全球视角出发,借助PE-G和PB-ROE两套估值框架,对23个细分行业的A股国企龙头和世界一流企业估值进行系统性对比,以供投资者参考。<b>综合考虑业绩增速和盈利能力,可以发现,A股多个细分行业的国企龙头具备估值重塑空间。</b></p><p><b>指标说明</b></p><p><b>行业和公司选取方法</b></p><p>为保证海内外行业龙头可比,基于GICS一级行业和二级行业,包括原材料、医疗保健、信息技术、通讯业务、日常消费、能源、可选消费品、金融、公用事业、工业、房地产等11个一级行业和细分的23个二级行业,选取了这23个细分行业中A股市值前五的国企和海外市场市值前五的龙头公司。</p><p><b>估值指标选取方法</b></p><p>根据过去五年(2017-2021)的历史数据,从PE-G 和PB-ROE两个角度进行估值分析。PE和PB为2017-2021年底数据的平均值,净利润复合增速为2017-2021年的复合增速,ROE为2017-2021年的平均值。采用五年平均是为了减少单期盈利大幅波动带来的误差。</p><p><b>从PE-G角度看</b></p><p>净利润复合增长率相对较高,PE历史均值相对较低的细分行业包括<b>能源、原材料、商业和专业服务、医疗保健设备与服务、银行、保险、技术硬件与设备、电信业务和房地产。</b></p><p><img src=\"https://static.tigerbbs.com/a500eb34b77b107ec513fd6bef197464\" tg-width=\"1080\" tg-height=\"1074\" referrerpolicy=\"no-referrer\"/></p><p><b>从PB-ROE角度看</b></p><p>ROE历史均值相对较高,但PB历史均值相对较低的细分行业包括<b>能源、资本品、消费者服务、医疗保健设备与服务、银行和房地产。</b></p><p><img src=\"https://static.tigerbbs.com/0e90e81962b9961d0aa8d0ab15b5264c\" tg-width=\"1080\" tg-height=\"938\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/f5abbee23dada0d9a02ad20af67f6c26\" tg-width=\"835\" tg-height=\"835\" referrerpolicy=\"no-referrer\"/></p><p><b>一、能源</b></p><p><img src=\"https://static.tigerbbs.com/2e527b34a4ec1e55a2193545b209c2b1\" tg-width=\"1080\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股能源行业国企龙头的PE均值(15.1倍)低于世界一流企业的均值(18.7倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(35.0%),高于世界一流企业(18.4%)。<b>从过去五年的净利润复合增速和PE均值来看,A股能源行业国企龙头的估值是偏低的,具备估值重塑空间。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股能源行业国企龙头的PB均值(1.1倍)低于世界一流企业的均值(1.9倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(12.2%)高于世界一流企业的均值(9.3%)。<b>从过去五年的ROE均值和PB均值来看,A股能源行业国企龙头的估值是偏低的,具备估值重塑空间。</b></p><p><img src=\"https://static.tigerbbs.com/5e9d215a768dba1ac7b2dd9a88573cdb\" tg-width=\"1080\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p><b>二、原材料</b></p><p><img src=\"https://static.tigerbbs.com/b348eff4f584cdcc766c9fbcdfc30df0\" tg-width=\"1080\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股原材料行业国企龙头的PE均值(16.1倍)略低于世界一流企业(16.9倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(38.1%)高于世界一流企业的均值(21.2%)。<b>从过去五年的净利润复合增速和PE均值来看,A股原材料行业国企龙头的估值是偏低的,具备估值重塑空间。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股原材料行业国企龙头的PB均值(2.6倍)和世界一流企业(2.6倍)相当;从盈利的角度来看,A股国企龙头过去五年ROE均值(20.9%)与世界一流企业的均值(20.0%)相当。<b>从过去五年的ROE均值和PB均值来看,A股原材料行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/ee4a02192b74fdce558b12d0f1bad5f8\" tg-width=\"1080\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p><b>三、工业</b></p><p><img src=\"https://static.tigerbbs.com/eba16b993507fa0b18c3a26fcd9fb47c\" tg-width=\"1080\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>3.1、资本品</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股资本品行业国企龙头的PE均值(14.9倍)低于世界一流企业(21.1倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(11.9%)低于世界一流企业的均值(64.6%)。<b>从过去五年的净利润复合增速和PE均值来看,A股资本品行业国企龙头的估值是偏高的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股资本品行业国企龙头的PB均值(1.7倍)低于世界一流企业(4.7倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(12.3%)低于世界一流企业的均值(22.9%)。<b>从过去五年的ROE均值和PB均值来看,A股资本品行业国企龙头的估值是偏低的,具备估值重塑空间。</b></p><p><img src=\"https://static.tigerbbs.com/abc6261604a7e38e570ffed1a1d97d7e\" tg-width=\"1080\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p><b>3.2、商业和专业服务</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股商业和专业服务行业国企龙头的PE均值(15.3倍)低于世界一流企业(42.2倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(9.5%)低于世界一流企业的均值(11.9%)。<b>从过去五年的净利润复合增速和PE均值来看,A股商业和专业服务行业国企龙头的估值是偏低的,具备估值重塑空间。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股商业和专业服务行业国企龙头的PB均值(1.6倍)低于世界一流企业(7.8倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(11.3%)低于世界一流企业的均值(32.9%)。<b>从过去五年的ROE均值和PB均值来看,A股商业和专业服务行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/22a0f0cb10b083ade74db5d3ea34b8d3\" tg-width=\"1080\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p><b>3.3、运输</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股运输行业国企龙头的PE均值(37.4倍)高于世界一流企业(20.3倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(-141.9%)低于世界一流企业的均值(14.4%)。<b>从过去五年的净利润复合增速和PE均值来看,A股运输行业国企龙头的估值是偏高的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股运输行业国企龙头的PB均值(2.5倍)低于世界一流企业(24.1倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(8.9%)低于世界一流企业的均值(89.1%)。<b>从过去五年的ROE均值和PB均值来看,A股行业国企运输龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/efc79a5c3f6383af38cc027ab184e7f4\" tg-width=\"1080\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p><b>四、可选消费品</b></p><p><img src=\"https://static.tigerbbs.com/4dca4ae2941cf01fda11b03a948a1fc6\" tg-width=\"1080\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p><b>4.1、汽车与汽车零部件</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股汽车与汽车零部件行业国企龙头的PE均值(14.4倍)高于世界一流企业(10.8倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(2.3%)低于世界一流企业的均值(15.1%)。<b>从过去五年的净利润复合增速和PE均值来看,A股汽车与汽车零部件行业国企龙头估值是偏高的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股汽车与汽车零部件行业国企龙头的PB均值(1.7倍)高于世界一流企业的均值(1.0倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(12.1%)与世界一流企业的均值(12.8%)相当。<b>从过去五年的ROE均值和PB均值来看,A股汽车与汽车零部件行业国企龙头的估值是偏高的。</b></p><p><img src=\"https://static.tigerbbs.com/96101191787ea931d511fb85a31e572f\" tg-width=\"1080\" tg-height=\"446\" referrerpolicy=\"no-referrer\"/></p><p><b>4.2、耐用消费品与服装</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股耐用消费品与服装行业国企龙头的PE均值(19.5倍)低于世界一流企业(34.8倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(-2.8%)低于世界一流企业的均值(27.0%)。<b>从过去五年的净利润复合增速和PE均值来看,A股耐用消费品与服装行业国企龙头的估值是偏高的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股耐用消费品与服装行业国企龙头的PB均值(1.9倍)低于世界一流企业(7.9倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(9.7%)低于世界一流企业的均值(25.0%)。<b>从过去五年的ROE均值和PB均值来看,A股耐用消费品与服装行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/5c394163273ef9f6d3f36e9eba2ce725\" tg-width=\"1080\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/></p><p><b>4.3、消费者服务</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股消费者服务行业国企龙头的PE均值(34.5倍)低于世界一流企业的均值(210.5倍);从盈利的角度来看,A股国企龙头过去五年的净利润复合增速(1.7%)低于世界一流企业的均值(17.4%)。<b>从过去五年的净利润复合增速和PE均值来看,A股消费者服务行业国企龙头的估值是合理的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股消费者服务行业国企龙头的PB均值(5.5倍)低于世界一流企业的均值(20.7倍);从盈利的角度来看,A股国企龙头过去五年ROE(15.7%)低于世界一流企业的均值(32.6%)。<b>从过去五年的ROE均值和PB均值来看,A股消费者服务行业国企龙头的估值是偏低的,具备估值重塑空间。</b></p><p><img src=\"https://static.tigerbbs.com/89b4a5fcef894d28d22f1b5bedd10e6a\" tg-width=\"1080\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/></p><p><b>4.4、零售业</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股零售业国企龙头的PE均值(23.4倍)低于世界一流企业的均值(71.2倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(13.7%)低于世界一流企业的均值(33.2%)。<b>从过去五年的净利润复合增速和PE均值来看,A股零售业国企龙头的估值是合理的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股零售业国企龙头的PB均值(1.6倍)低于世界一流企业的均值(9.0倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(8.5%)低于世界一流企业(33.3%)。<b>从过去五年的ROE均值和PB均值来看,A股零售业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/d7f981792916f2290defc680200f6819\" tg-width=\"1080\" tg-height=\"452\" referrerpolicy=\"no-referrer\"/></p><p><b>五、日常消费品</b></p><p><img src=\"https://static.tigerbbs.com/0726441d9aa7a8ce6b6fad687cc04230\" tg-width=\"1080\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p><b>5.1、食品与主要用品零售</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股食品与主要用品零售行业国企龙头的PE均值(20.7倍)低于世界一流企业(24.1倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(10.2%)低于世界一流企业的均值(11.8%)。<b>从过去五年的净利润复合增速和PE均值来看,A股食品与主要用品零售行业国企龙头的估值是合理的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股食品与主要用品零售行业国企龙头的PB均值(1.9倍)低于世界一流企业(4.4倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(9.8%)低于世界一流企业的均值(18.0%)。<b>从过去五年的ROE均值和PB均值来看,A股食品与主要用品零售行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/dcce0a50c3faeaa6527c2805814a14c0\" tg-width=\"1080\" tg-height=\"447\" referrerpolicy=\"no-referrer\"/></p><p><b>5.2、食品、饮料与烟草</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股食品、饮料与烟草行业国企龙头的PE均值(41.1倍)高于世界一流企业(25.1倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(29.2%)高于世界一流企业的均值(8.9%)。<b>从过去五年的净利润复合增速和PE均值来看,A股食品、饮料与烟草行业国企龙头的估值是合理的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股食品、饮料与烟草行业国企龙头的PB均值(10.6倍)略高于世界一流企业(10.3倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(26.6%)低于世界一流企业的均值(39.1%)。<b>从过去五年的ROE均值和PB均值来看,A股食品、饮料与烟草行业国企龙头的估值是偏高的。</b></p><p><img src=\"https://static.tigerbbs.com/6e40bc10559d0a37999b2f2057411483\" tg-width=\"1080\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p><b>六、医疗保健</b></p><p><img src=\"https://static.tigerbbs.com/750b86b41b0edf7bffd56c70ed9961c6\" tg-width=\"1080\" tg-height=\"270\" referrerpolicy=\"no-referrer\"/></p><p><b>6.1、医疗保健设备与服务</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股医疗保健设备与服务行业国企龙头的PE均值(13.9倍)低于世界一流企业(23.5倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(31.6%)高于世界一流企业的均值(17.3%)。<b>从过去五年的净利润复合增速和PE均值来看,A股医疗保健设备与服务行业国企龙头的估值是偏低的,具备估值重塑空间。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股医疗保健设备与服务行业国企龙头的PB均值(2.3倍)低于世界一流企业(3.4倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(11.3%)略低于世界一流企业的均值(13.9%)。<b>从过去五年的ROE均值和PB均值来看,A股医疗保健设备与服务行业国企龙头的估值是偏低的,具备估值重塑空间。</b></p><p><img src=\"https://static.tigerbbs.com/05925d3f10f3870027f0725042957501\" tg-width=\"1080\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p><b>6.2、制药、生物科技和生命科学</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股制药、生物科技和生命科学行业国企龙头的PE均值(39.4倍)高于世界一流企业(22.7倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(24.5%)高于世界一流企业的均值(12.7%)。<b>从过去五年的净利润复合增速和PE均值来看,A股制药、生物科技和生命科学行业国企龙头的估值是合理的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股制药、生物科技和生命科学行业国企龙头的PB均值(6.9倍)低于世界一流企业(13.8倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(17.7%)低于世界一流企业的均值(49.9%)。<b>从过去五年的ROE均值和PB均值来看,A股制药、生物科技和生命科学行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/5530aedb7afafa4b0fa8da2fb5e8f204\" tg-width=\"1080\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p><b>七、金融</b></p><p><img src=\"https://static.tigerbbs.com/fe689c41dacf2893adeeb4e60dd34545\" tg-width=\"1080\" tg-height=\"261\" referrerpolicy=\"no-referrer\"/></p><p><b>7.1、银行</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股银行行业国企龙头的PE均值(6.1倍)低于世界一流企业(14.7倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(5.3%)低于世界一流企业的均值(8.2%)。<b>从过去五年的净利润复合增速和PE均值来看,A股银行行业国企龙头的估值是偏低的,具备估值重塑空间。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股银行行业国企龙头的PB均值(0.8倍)低于世界一流企业(1.4倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(12.1%)高于世界一流企业的均值(10.8%)。<b>从过去五年的ROE均值和PB均值来看,A股银行行业国企龙头的估值是偏低的,具备估值重塑空间。</b></p><p><img src=\"https://static.tigerbbs.com/9c48d6aa86be96f7bb2351cd18e9ec92\" tg-width=\"1080\" tg-height=\"440\" referrerpolicy=\"no-referrer\"/></p><p><b>7.2、保险</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股保险行业国企龙头的PE均值(20.1倍)高于世界一流企业(14.8倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(23.2%)高于世界一流企业的均值(7.3%)。<b>从过去五年的净利润复合增速和PE均值来看,A股保险行业国企龙头的估值是偏低的,具备重塑空间。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股保险行业国企龙头的PB均值(2.2倍)高于世界一流企业(1.2倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(12.3%)高于世界一流企业的均值(9.5%)。<b>从过去五年的ROE均值和PB均值来看,A股保险行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/f60be42b9ae4e8b0bff1458bc079cd9e\" tg-width=\"1080\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/></p><p><b>7.3、综合金融</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股综合金融行业国企龙头的PE均值(18.8倍)高于世界一流企业(17.4倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(14.3%)低于世界一流企业的均值(20.9%)。<b>从过去五年的净利润复合增速和PE均值来看,A股综合金融行业国企龙头的估值是偏高的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股综合金融行业国企龙头的PB均值(1.6倍)低于世界一流企业(2.3倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(8.3%)低于世界一流企业的均值(15.4%)。<b>从过去五年的ROE均值和PB均值来看,A股综合金融行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/e8385b8a848193a1b7ed0defed10a5a7\" tg-width=\"1080\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p><b>八、信息技术</b></p><p><img src=\"https://static.tigerbbs.com/cd2e6e2ebefe37bd80687b145c3f69c5\" tg-width=\"1080\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p><b>8.1、软件与服务</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股软件与服务行业国企龙头的PE均值(109.2倍)高于世界一流企业(32.3倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(20.2%)高于世界一流企业的均值(15.2%)。<b>从过去五年的净利润复合增速和PE均值来看,A股软件与服务行业国企龙头的估值是偏高的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股软件与服务行业国企龙头的PB均值(9.2倍)低于世界一流企业(18.9倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(9.0%)低于世界一流企业的均值(55.7%)。<b>从过去五年的ROE均值和PB均值来看,A股软件与服务龙头行业国企的估值是偏高的。</b></p><p><img src=\"https://static.tigerbbs.com/f015d15d2a8301ad51da6489cb14d9a4\" tg-width=\"1080\" tg-height=\"442\" referrerpolicy=\"no-referrer\"/></p><p><b>8.2、技术硬件与设备</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股技术硬件与设备行业国企龙头的PE均值(40.1倍)高于世界一流企业(24.3倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(36.2%)高于世界一流企业的均值(10.0%)<b>。从过去五年的净利润复合增速和PE均值来看,A股技术硬件与设备行业国企龙头的估值是偏低的,具备重塑空间。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股技术硬件与设备行业国企龙头的PB均值(6.1倍)低于世界一流企业(7.6倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(18.6%)低于世界一流企业的均值(30.0%)。<b>从过去五年的ROE均值和PB均值来看,A股技术硬件与设备行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/3027ab2773ce629bf1c9c8f3e6d87f1e\" tg-width=\"1080\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p><b>8.3 半导体产品与设备</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股半导体产品与设备行业国企龙头的PE均值(83.0倍)高于世界一流企业(44.7倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速均值(52.8%)高于世界一流企业的均值(32.8%)。<b>从过去五年的净利润复合增速和PE均值来看,A股半导体产品与设备行业国企龙头的估值是偏高的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股半导体产品与设备行业国企龙头的PB(5.3倍)低于世界一流企业(11.3倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(9.7%)低于世界一流企业的均值(36.6%)。<b>从过去五年的ROE均值和PB均值来看,A股半导体产品与设备龙头行业国企的估值是偏高的。</b></p><p><img src=\"https://static.tigerbbs.com/bdd86f342aa1ac989165acfd0433d6da\" tg-width=\"1080\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><p><b>九、通讯</b></p><p><img src=\"https://static.tigerbbs.com/d48537641e233f36d48f8ea4b231c481\" tg-width=\"1080\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/></p><p><b>9.1、电信业务</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股电信业务行业国企龙头(中国联通,下同)的PE(67.9倍)高于世界一流企业(17.6倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(110.1%)高于世界一流企业的均值(11.0%)。<b>从过去五年的净利润复合增速和PE均值来看,A股电信业务行业国企龙头的估值是偏低的,具备重塑空间。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股电信业务行业国企龙头的PB(1.1倍)低于世界一流企业(2.4倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(3.0%)低于世界一流企业的均值(18.9%)。<b>从过去五年的ROE均值和PB均值来看,A股电信业务行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/b0a064a514408e1e2c572f6f9cb36d0b\" tg-width=\"1080\" tg-height=\"459\" referrerpolicy=\"no-referrer\"/></p><p><b>9.2、媒体与娱乐</b></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股媒体与娱乐行业国企龙头的PE均值(46.9倍)高于世界一流企业(29.0倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(19.6%)高于世界一流企业的均值(10.9%)。<b>从过去五年的净利润复合增速和PE均值来看,A股媒体与娱乐行业国企龙头的估值是合理的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股媒体与娱乐行业国企龙头的PB均值(3.7倍)低于世界一流企业(4.3倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(10.2%)低于世界一流企业的均值(19.4%)。<b>从过去五年的ROE均值和PB均值来看,A股媒体与娱乐行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/f778d6fda74fddae54c15d472788d89a\" tg-width=\"1080\" tg-height=\"438\" referrerpolicy=\"no-referrer\"/></p><p><b>十、公用事业</b></p><p><img src=\"https://static.tigerbbs.com/b82df1f866a711fcdb243e824bc1f0ce\" tg-width=\"1080\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股公用事业行业国企龙头的PE(24.5倍)高于世界一流企业(22.3倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(-99.1%)低于世界一流企业的均值(8.0%)。<b>从过去五年的净利润复合增速和PE均值来看,A股公用事业行业国企龙头的估值是偏高的。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股公用事业行业国企龙头的PB(2.1倍)低于世界一流企业(2.2倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(8.0%)低于世界一流企业的均值(9.8%)。<b>从过去五年的ROE均值和PB均值来看,A股公用事业行业国企龙头的估值是合理的。</b></p><p><img src=\"https://static.tigerbbs.com/f924428e5651c8891ccfa239e1f7ef21\" tg-width=\"1080\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/></p><p><b>十一、房地产</b></p><p><img src=\"https://static.tigerbbs.com/09c3b1169105ad57101b9cd57bc02289\" tg-width=\"1080\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p><b>PE-G角度,</b>从过去五年估值中枢来看,A股房地产行业国企龙头的PE均值(8.1倍)低于世界一流企业(65.5倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(9.9%)低于世界一流企业的均值(20.1%)。<b>从过去五年的净利润复合增速和PE均值来看,A股房地产行业国企龙头的估值是偏低的,具备重塑空间。</b></p><p><b>PB-ROE角度,</b>从过去五年估值中枢来看,A股房地产行业国企龙头的PB均值(1.9倍)低于世界一流企业(8.4倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(11.4%)低于世界一流企业的均值(16.5%)。<b>从过去五年的ROE均值和PB均值来看,A股房地产行业国企龙头的估值是偏低的,具备重塑空间。</b></p><p><img src=\"https://static.tigerbbs.com/f265102c056c711aa66f1d2ebe7cd717\" tg-width=\"1080\" tg-height=\"455\" referrerpolicy=\"no-referrer\"/></p><p><b>风险提示</b></p><p><b>本文基于历史数据进行客观分析,不构成任何投资建议;统计结果可能存在误差。</b></p><p>注:文中报告节选自兴业证券经济与金融研究院已公开发布研究报告3月6日《全面梳理:国企与世界一流企业估值比较》,本报告分析师 :</p><p>张启尧 SAC执业证书编号:S0190521080005</p><p>张倩婷 SAC执业证书编号:S0190521110002</p></body></html>","source":"ywhs","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全面梳理:国企与世界一流企业估值比较</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全面梳理:国企与世界一流企业估值比较\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-07 13:03 北京时间 <a href=https://www.gelonghui.com/p/584406><strong>尧望后势</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:张启尧 张倩婷前言:2023年3月3日,国务院国资委召开会议,对国有企业对标开展世界一流企业价值创造行动进行动员部署。在本篇报告中,我们将从全球视角出发,借助PE-G和PB-ROE两套估值框架,对23个细分行业的A股国企龙头和世界一流企业估值进行系统性对比,以供投资者参考。综合考虑业绩增速和盈利能力,可以发现,A股多个细分行业的国企龙头具备估值重塑空间。指标说明行业和公司选取方法为保证海内外...</p>\n\n<a href=\"https://www.gelonghui.com/p/584406\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af47ab6c10e46f0aea6733871f311696","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://www.gelonghui.com/p/584406","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175340948","content_text":"作者:张启尧 张倩婷前言:2023年3月3日,国务院国资委召开会议,对国有企业对标开展世界一流企业价值创造行动进行动员部署。在本篇报告中,我们将从全球视角出发,借助PE-G和PB-ROE两套估值框架,对23个细分行业的A股国企龙头和世界一流企业估值进行系统性对比,以供投资者参考。综合考虑业绩增速和盈利能力,可以发现,A股多个细分行业的国企龙头具备估值重塑空间。指标说明行业和公司选取方法为保证海内外行业龙头可比,基于GICS一级行业和二级行业,包括原材料、医疗保健、信息技术、通讯业务、日常消费、能源、可选消费品、金融、公用事业、工业、房地产等11个一级行业和细分的23个二级行业,选取了这23个细分行业中A股市值前五的国企和海外市场市值前五的龙头公司。估值指标选取方法根据过去五年(2017-2021)的历史数据,从PE-G 和PB-ROE两个角度进行估值分析。PE和PB为2017-2021年底数据的平均值,净利润复合增速为2017-2021年的复合增速,ROE为2017-2021年的平均值。采用五年平均是为了减少单期盈利大幅波动带来的误差。从PE-G角度看净利润复合增长率相对较高,PE历史均值相对较低的细分行业包括能源、原材料、商业和专业服务、医疗保健设备与服务、银行、保险、技术硬件与设备、电信业务和房地产。从PB-ROE角度看ROE历史均值相对较高,但PB历史均值相对较低的细分行业包括能源、资本品、消费者服务、医疗保健设备与服务、银行和房地产。一、能源PE-G角度,从过去五年估值中枢来看,A股能源行业国企龙头的PE均值(15.1倍)低于世界一流企业的均值(18.7倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(35.0%),高于世界一流企业(18.4%)。从过去五年的净利润复合增速和PE均值来看,A股能源行业国企龙头的估值是偏低的,具备估值重塑空间。PB-ROE角度,从过去五年估值中枢来看,A股能源行业国企龙头的PB均值(1.1倍)低于世界一流企业的均值(1.9倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(12.2%)高于世界一流企业的均值(9.3%)。从过去五年的ROE均值和PB均值来看,A股能源行业国企龙头的估值是偏低的,具备估值重塑空间。二、原材料PE-G角度,从过去五年估值中枢来看,A股原材料行业国企龙头的PE均值(16.1倍)略低于世界一流企业(16.9倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(38.1%)高于世界一流企业的均值(21.2%)。从过去五年的净利润复合增速和PE均值来看,A股原材料行业国企龙头的估值是偏低的,具备估值重塑空间。PB-ROE角度,从过去五年估值中枢来看,A股原材料行业国企龙头的PB均值(2.6倍)和世界一流企业(2.6倍)相当;从盈利的角度来看,A股国企龙头过去五年ROE均值(20.9%)与世界一流企业的均值(20.0%)相当。从过去五年的ROE均值和PB均值来看,A股原材料行业国企龙头的估值是合理的。三、工业3.1、资本品PE-G角度,从过去五年估值中枢来看,A股资本品行业国企龙头的PE均值(14.9倍)低于世界一流企业(21.1倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(11.9%)低于世界一流企业的均值(64.6%)。从过去五年的净利润复合增速和PE均值来看,A股资本品行业国企龙头的估值是偏高的。PB-ROE角度,从过去五年估值中枢来看,A股资本品行业国企龙头的PB均值(1.7倍)低于世界一流企业(4.7倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(12.3%)低于世界一流企业的均值(22.9%)。从过去五年的ROE均值和PB均值来看,A股资本品行业国企龙头的估值是偏低的,具备估值重塑空间。3.2、商业和专业服务PE-G角度,从过去五年估值中枢来看,A股商业和专业服务行业国企龙头的PE均值(15.3倍)低于世界一流企业(42.2倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(9.5%)低于世界一流企业的均值(11.9%)。从过去五年的净利润复合增速和PE均值来看,A股商业和专业服务行业国企龙头的估值是偏低的,具备估值重塑空间。PB-ROE角度,从过去五年估值中枢来看,A股商业和专业服务行业国企龙头的PB均值(1.6倍)低于世界一流企业(7.8倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(11.3%)低于世界一流企业的均值(32.9%)。从过去五年的ROE均值和PB均值来看,A股商业和专业服务行业国企龙头的估值是合理的。3.3、运输PE-G角度,从过去五年估值中枢来看,A股运输行业国企龙头的PE均值(37.4倍)高于世界一流企业(20.3倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(-141.9%)低于世界一流企业的均值(14.4%)。从过去五年的净利润复合增速和PE均值来看,A股运输行业国企龙头的估值是偏高的。PB-ROE角度,从过去五年估值中枢来看,A股运输行业国企龙头的PB均值(2.5倍)低于世界一流企业(24.1倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(8.9%)低于世界一流企业的均值(89.1%)。从过去五年的ROE均值和PB均值来看,A股行业国企运输龙头的估值是合理的。四、可选消费品4.1、汽车与汽车零部件PE-G角度,从过去五年估值中枢来看,A股汽车与汽车零部件行业国企龙头的PE均值(14.4倍)高于世界一流企业(10.8倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(2.3%)低于世界一流企业的均值(15.1%)。从过去五年的净利润复合增速和PE均值来看,A股汽车与汽车零部件行业国企龙头估值是偏高的。PB-ROE角度,从过去五年估值中枢来看,A股汽车与汽车零部件行业国企龙头的PB均值(1.7倍)高于世界一流企业的均值(1.0倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(12.1%)与世界一流企业的均值(12.8%)相当。从过去五年的ROE均值和PB均值来看,A股汽车与汽车零部件行业国企龙头的估值是偏高的。4.2、耐用消费品与服装PE-G角度,从过去五年估值中枢来看,A股耐用消费品与服装行业国企龙头的PE均值(19.5倍)低于世界一流企业(34.8倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(-2.8%)低于世界一流企业的均值(27.0%)。从过去五年的净利润复合增速和PE均值来看,A股耐用消费品与服装行业国企龙头的估值是偏高的。PB-ROE角度,从过去五年估值中枢来看,A股耐用消费品与服装行业国企龙头的PB均值(1.9倍)低于世界一流企业(7.9倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(9.7%)低于世界一流企业的均值(25.0%)。从过去五年的ROE均值和PB均值来看,A股耐用消费品与服装行业国企龙头的估值是合理的。4.3、消费者服务PE-G角度,从过去五年估值中枢来看,A股消费者服务行业国企龙头的PE均值(34.5倍)低于世界一流企业的均值(210.5倍);从盈利的角度来看,A股国企龙头过去五年的净利润复合增速(1.7%)低于世界一流企业的均值(17.4%)。从过去五年的净利润复合增速和PE均值来看,A股消费者服务行业国企龙头的估值是合理的。PB-ROE角度,从过去五年估值中枢来看,A股消费者服务行业国企龙头的PB均值(5.5倍)低于世界一流企业的均值(20.7倍);从盈利的角度来看,A股国企龙头过去五年ROE(15.7%)低于世界一流企业的均值(32.6%)。从过去五年的ROE均值和PB均值来看,A股消费者服务行业国企龙头的估值是偏低的,具备估值重塑空间。4.4、零售业PE-G角度,从过去五年估值中枢来看,A股零售业国企龙头的PE均值(23.4倍)低于世界一流企业的均值(71.2倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(13.7%)低于世界一流企业的均值(33.2%)。从过去五年的净利润复合增速和PE均值来看,A股零售业国企龙头的估值是合理的。PB-ROE角度,从过去五年估值中枢来看,A股零售业国企龙头的PB均值(1.6倍)低于世界一流企业的均值(9.0倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(8.5%)低于世界一流企业(33.3%)。从过去五年的ROE均值和PB均值来看,A股零售业国企龙头的估值是合理的。五、日常消费品5.1、食品与主要用品零售PE-G角度,从过去五年估值中枢来看,A股食品与主要用品零售行业国企龙头的PE均值(20.7倍)低于世界一流企业(24.1倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(10.2%)低于世界一流企业的均值(11.8%)。从过去五年的净利润复合增速和PE均值来看,A股食品与主要用品零售行业国企龙头的估值是合理的。PB-ROE角度,从过去五年估值中枢来看,A股食品与主要用品零售行业国企龙头的PB均值(1.9倍)低于世界一流企业(4.4倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(9.8%)低于世界一流企业的均值(18.0%)。从过去五年的ROE均值和PB均值来看,A股食品与主要用品零售行业国企龙头的估值是合理的。5.2、食品、饮料与烟草PE-G角度,从过去五年估值中枢来看,A股食品、饮料与烟草行业国企龙头的PE均值(41.1倍)高于世界一流企业(25.1倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(29.2%)高于世界一流企业的均值(8.9%)。从过去五年的净利润复合增速和PE均值来看,A股食品、饮料与烟草行业国企龙头的估值是合理的。PB-ROE角度,从过去五年估值中枢来看,A股食品、饮料与烟草行业国企龙头的PB均值(10.6倍)略高于世界一流企业(10.3倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(26.6%)低于世界一流企业的均值(39.1%)。从过去五年的ROE均值和PB均值来看,A股食品、饮料与烟草行业国企龙头的估值是偏高的。六、医疗保健6.1、医疗保健设备与服务PE-G角度,从过去五年估值中枢来看,A股医疗保健设备与服务行业国企龙头的PE均值(13.9倍)低于世界一流企业(23.5倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(31.6%)高于世界一流企业的均值(17.3%)。从过去五年的净利润复合增速和PE均值来看,A股医疗保健设备与服务行业国企龙头的估值是偏低的,具备估值重塑空间。PB-ROE角度,从过去五年估值中枢来看,A股医疗保健设备与服务行业国企龙头的PB均值(2.3倍)低于世界一流企业(3.4倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(11.3%)略低于世界一流企业的均值(13.9%)。从过去五年的ROE均值和PB均值来看,A股医疗保健设备与服务行业国企龙头的估值是偏低的,具备估值重塑空间。6.2、制药、生物科技和生命科学PE-G角度,从过去五年估值中枢来看,A股制药、生物科技和生命科学行业国企龙头的PE均值(39.4倍)高于世界一流企业(22.7倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(24.5%)高于世界一流企业的均值(12.7%)。从过去五年的净利润复合增速和PE均值来看,A股制药、生物科技和生命科学行业国企龙头的估值是合理的。PB-ROE角度,从过去五年估值中枢来看,A股制药、生物科技和生命科学行业国企龙头的PB均值(6.9倍)低于世界一流企业(13.8倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(17.7%)低于世界一流企业的均值(49.9%)。从过去五年的ROE均值和PB均值来看,A股制药、生物科技和生命科学行业国企龙头的估值是合理的。七、金融7.1、银行PE-G角度,从过去五年估值中枢来看,A股银行行业国企龙头的PE均值(6.1倍)低于世界一流企业(14.7倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(5.3%)低于世界一流企业的均值(8.2%)。从过去五年的净利润复合增速和PE均值来看,A股银行行业国企龙头的估值是偏低的,具备估值重塑空间。PB-ROE角度,从过去五年估值中枢来看,A股银行行业国企龙头的PB均值(0.8倍)低于世界一流企业(1.4倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(12.1%)高于世界一流企业的均值(10.8%)。从过去五年的ROE均值和PB均值来看,A股银行行业国企龙头的估值是偏低的,具备估值重塑空间。7.2、保险PE-G角度,从过去五年估值中枢来看,A股保险行业国企龙头的PE均值(20.1倍)高于世界一流企业(14.8倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(23.2%)高于世界一流企业的均值(7.3%)。从过去五年的净利润复合增速和PE均值来看,A股保险行业国企龙头的估值是偏低的,具备重塑空间。PB-ROE角度,从过去五年估值中枢来看,A股保险行业国企龙头的PB均值(2.2倍)高于世界一流企业(1.2倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(12.3%)高于世界一流企业的均值(9.5%)。从过去五年的ROE均值和PB均值来看,A股保险行业国企龙头的估值是合理的。7.3、综合金融PE-G角度,从过去五年估值中枢来看,A股综合金融行业国企龙头的PE均值(18.8倍)高于世界一流企业(17.4倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(14.3%)低于世界一流企业的均值(20.9%)。从过去五年的净利润复合增速和PE均值来看,A股综合金融行业国企龙头的估值是偏高的。PB-ROE角度,从过去五年估值中枢来看,A股综合金融行业国企龙头的PB均值(1.6倍)低于世界一流企业(2.3倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(8.3%)低于世界一流企业的均值(15.4%)。从过去五年的ROE均值和PB均值来看,A股综合金融行业国企龙头的估值是合理的。八、信息技术8.1、软件与服务PE-G角度,从过去五年估值中枢来看,A股软件与服务行业国企龙头的PE均值(109.2倍)高于世界一流企业(32.3倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(20.2%)高于世界一流企业的均值(15.2%)。从过去五年的净利润复合增速和PE均值来看,A股软件与服务行业国企龙头的估值是偏高的。PB-ROE角度,从过去五年估值中枢来看,A股软件与服务行业国企龙头的PB均值(9.2倍)低于世界一流企业(18.9倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(9.0%)低于世界一流企业的均值(55.7%)。从过去五年的ROE均值和PB均值来看,A股软件与服务龙头行业国企的估值是偏高的。8.2、技术硬件与设备PE-G角度,从过去五年估值中枢来看,A股技术硬件与设备行业国企龙头的PE均值(40.1倍)高于世界一流企业(24.3倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(36.2%)高于世界一流企业的均值(10.0%)。从过去五年的净利润复合增速和PE均值来看,A股技术硬件与设备行业国企龙头的估值是偏低的,具备重塑空间。PB-ROE角度,从过去五年估值中枢来看,A股技术硬件与设备行业国企龙头的PB均值(6.1倍)低于世界一流企业(7.6倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(18.6%)低于世界一流企业的均值(30.0%)。从过去五年的ROE均值和PB均值来看,A股技术硬件与设备行业国企龙头的估值是合理的。8.3 半导体产品与设备PE-G角度,从过去五年估值中枢来看,A股半导体产品与设备行业国企龙头的PE均值(83.0倍)高于世界一流企业(44.7倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速均值(52.8%)高于世界一流企业的均值(32.8%)。从过去五年的净利润复合增速和PE均值来看,A股半导体产品与设备行业国企龙头的估值是偏高的。PB-ROE角度,从过去五年估值中枢来看,A股半导体产品与设备行业国企龙头的PB(5.3倍)低于世界一流企业(11.3倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(9.7%)低于世界一流企业的均值(36.6%)。从过去五年的ROE均值和PB均值来看,A股半导体产品与设备龙头行业国企的估值是偏高的。九、通讯9.1、电信业务PE-G角度,从过去五年估值中枢来看,A股电信业务行业国企龙头(中国联通,下同)的PE(67.9倍)高于世界一流企业(17.6倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(110.1%)高于世界一流企业的均值(11.0%)。从过去五年的净利润复合增速和PE均值来看,A股电信业务行业国企龙头的估值是偏低的,具备重塑空间。PB-ROE角度,从过去五年估值中枢来看,A股电信业务行业国企龙头的PB(1.1倍)低于世界一流企业(2.4倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(3.0%)低于世界一流企业的均值(18.9%)。从过去五年的ROE均值和PB均值来看,A股电信业务行业国企龙头的估值是合理的。9.2、媒体与娱乐PE-G角度,从过去五年估值中枢来看,A股媒体与娱乐行业国企龙头的PE均值(46.9倍)高于世界一流企业(29.0倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(19.6%)高于世界一流企业的均值(10.9%)。从过去五年的净利润复合增速和PE均值来看,A股媒体与娱乐行业国企龙头的估值是合理的。PB-ROE角度,从过去五年估值中枢来看,A股媒体与娱乐行业国企龙头的PB均值(3.7倍)低于世界一流企业(4.3倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(10.2%)低于世界一流企业的均值(19.4%)。从过去五年的ROE均值和PB均值来看,A股媒体与娱乐行业国企龙头的估值是合理的。十、公用事业PE-G角度,从过去五年估值中枢来看,A股公用事业行业国企龙头的PE(24.5倍)高于世界一流企业(22.3倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(-99.1%)低于世界一流企业的均值(8.0%)。从过去五年的净利润复合增速和PE均值来看,A股公用事业行业国企龙头的估值是偏高的。PB-ROE角度,从过去五年估值中枢来看,A股公用事业行业国企龙头的PB(2.1倍)低于世界一流企业(2.2倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(8.0%)低于世界一流企业的均值(9.8%)。从过去五年的ROE均值和PB均值来看,A股公用事业行业国企龙头的估值是合理的。十一、房地产PE-G角度,从过去五年估值中枢来看,A股房地产行业国企龙头的PE均值(8.1倍)低于世界一流企业(65.5倍);从盈利的角度来看,A股国企龙头过去五年净利润复合增速的均值(9.9%)低于世界一流企业的均值(20.1%)。从过去五年的净利润复合增速和PE均值来看,A股房地产行业国企龙头的估值是偏低的,具备重塑空间。PB-ROE角度,从过去五年估值中枢来看,A股房地产行业国企龙头的PB均值(1.9倍)低于世界一流企业(8.4倍);从盈利的角度来看,A股国企龙头过去五年ROE均值(11.4%)低于世界一流企业的均值(16.5%)。从过去五年的ROE均值和PB均值来看,A股房地产行业国企龙头的估值是偏低的,具备重塑空间。风险提示本文基于历史数据进行客观分析,不构成任何投资建议;统计结果可能存在误差。注:文中报告节选自兴业证券经济与金融研究院已公开发布研究报告3月6日《全面梳理:国企与世界一流企业估值比较》,本报告分析师 :张启尧 SAC执业证书编号:S0190521080005张倩婷 SAC执业证书编号:S0190521110002","news_type":1},"isVote":1,"tweetType":1,"viewCount":1562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626138622,"gmtCreate":1673922796866,"gmtModify":1673922798596,"author":{"id":"3464209514184414","authorId":"3464209514184414","name":"翻车老司机","avatar":"https://static.tigerbbs.com/3e73abc2998aa19e38a352a63123ea28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"可信吗","listText":"可信吗","text":"可信吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626138622","repostId":"1155538123","repostType":2,"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623885859,"gmtCreate":1671190720371,"gmtModify":1671190721767,"author":{"id":"3464209514184414","authorId":"3464209514184414","name":"翻车老司机","avatar":"https://static.tigerbbs.com/3e73abc2998aa19e38a352a63123ea28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老乡 别走 马上量产了[得意] ","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>老乡 别走 马上量产了[得意] ","text":"$Faraday Future(FFIE)$ 老乡 别走 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没有大企业的资不抵债 暴雷 远远称不上是金融危机","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>5%根本达不到限制货币利率水平 要降到2%的通胀目标 鲍威尔还没有意识到当前的货币紧缩程度还远远不够 70年代金融危机美联储将利率限制在7% 这次放水程度远远要大于当时 没有大企业的资不抵债 暴雷 远远称不上是金融危机","text":"$纳斯达克(.IXIC)$ 5%根本达不到限制货币利率水平 要降到2%的通胀目标 鲍威尔还没有意识到当前的货币紧缩程度还远远不够 70年代金融危机美联储将利率限制在7% 这次放水程度远远要大于当时 没有大企业的资不抵债 暴雷 远远称不上是金融危机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623148722","isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623122579,"gmtCreate":1671149677991,"gmtModify":1671149679103,"author":{"id":"3464209514184414","authorId":"3464209514184414","name":"翻车老司机","avatar":"https://static.tigerbbs.com/3e73abc2998aa19e38a352a63123ea28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>又推后了3个月 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建议做多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623165654","isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623334629,"gmtCreate":1671046270862,"gmtModify":1671046271732,"author":{"id":"3464209514184414","authorId":"3464209514184414","name":"翻车老司机","avatar":"https://static.tigerbbs.com/3e73abc2998aa19e38a352a63123ea28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ </a>控盘死死的","listText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ </a>控盘死死的","text":"$富途控股(FUTU)$ 控盘死死的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623334629","isVote":1,"tweetType":1,"viewCount":3554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623332186,"gmtCreate":1671040241245,"gmtModify":1671044280167,"author":{"id":"3464209514184414","authorId":"3464209514184414","name":"翻车老司机","avatar":"https://static.tigerbbs.com/3e73abc2998aa19e38a352a63123ea28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ </a>请你尊重一下美联储加息","listText":"<a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$ </a>请你尊重一下美联储加息","text":"$富途控股(FUTU)$ 请你尊重一下美联储加息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623332186","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623001696,"gmtCreate":1670901121116,"gmtModify":1670901122671,"author":{"id":"3464209514184414","authorId":"3464209514184414","name":"翻车老司机","avatar":"https://static.tigerbbs.com/3e73abc2998aa19e38a352a63123ea28","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>来不及多说了 2025年远期期权买起来,会所嫩模还是下海干活在此一举!","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>来不及多说了 2025年远期期权买起来,会所嫩模还是下海干活在此一举!","text":"$Faraday Future(FFIE)$ 来不及多说了 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所以大家想好怎么办了吧","text":"$Faraday Future(FFIE)$ 别忘了FF91对标的是劳斯莱斯和迈巴赫 如果不缺钱加量产成功 那市值妥妥的翻几十倍 现在正处在临门一脚的关键时刻 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