下载日志已记录，仅供内部参考，GF SECURITIES深度分析引非银金融重点公司估值和财务分析表合理价值EPS(元)PE(x)P/B(x)ROE（元/度)2023E2024E2023E2024E2023E2024E2023E2024E海通证券600837.SH CNY9.4120230428买入12.830.851.0011.599.850.760.736.60%7.50%华泰证券601688.SHCNY14.0820230428买入25.251.531.949.437.440.740.698.10%9.60%中信证券600030.SHCNY20.0820230428买入26.301.812.0811.8810.341.141.0410.10%10.50%东方证券600958.SH CNY9.8320230427买入13.160.580.7317.9714.271.111.066.30%7.60%601211.SH CNY14.3720230428买入21.431.541.89.888.460.850.788.60%9.60%东方财富300059.SZ CNY14.0020230423增持21.700.620.7725.1920.292.632.1612.56%13.21%招商证券600999.SH CNY13.8220230501买入18.951.251.5311549.421.251.148.70%9.70%601377.SHCNY6.2320230428买入8.210.480.5313.6912.401.000.926.40%6.60%越秀资本CNY6.4320230402买入8.820.5910.761.251.1610.20%10.90%同花顺300033.SZCNY157.8520230309买入150.85439.9511.048.7323.30%24.20%600901.SHCNY4.0220230602增持8.400.956.131.281.1916.77%16.85%海通证券06837.HKHKD4.8520230428买入7.200.851004.830.370.366.60%7.50%HTSC06886.HKHKD9.2220230428买入15.681.536.030.470.448.10%9.60%中信证券06030.HKHKD13.8020230428买入21.661.812.088.197.130.790.7210.10%10.50%东方证券03958.HK HKD4.3120230427买入5.760.580.737.255.760.450.436.30%7.60%国泰君安02611.HKHKD9.1520230428买入12.721.541.805.915.060.510.478.60%9.60%中金公司03908.HKHKD13.8220230403买入24.532.142.567.075.910.750.699.90%10.80%招商证券06099.HK HKD7.3620230501买入9.011.251.535.634.600.610.568.70%9.70%中银航空租货02588.HK HKD63.8020230312买入82.700.921.148.346.730.950.8711.90%13.50%香港交易所00388.HK HKD290.6020230427增持450.0011.2510.1224.4127.137.046.6226.60%23.30%注：A+H股上市公司的业绩预测一致，且货币单位均为人民币；对应的H股PE和PB估值，为最新H股股价按即期汇率折合为人民币计算所得。EPS中友邦保险、中银航空租赁的货币为美元，而其余为人民币；保险估值中仅中国财险为PB,其余为PEV。收盘价及表中估值指标按照最新收盘价计算。数据来源：Wnd、广发证券发展研究中心识别风险，发现价值请务必阅读末页的免责声明2/32