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香港交易所PE(TTM)与ADT相关性较强
香港交易所PE(TTM)与ADT相关性较强
行业数据
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图片格式:PNG
图片大小:101KB
图片尺寸:1210*843
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所属报告:
香港交易所-港股公司深度报告:估值滞涨于成交量IPO回暖利好中长期ADT提升-250320(18页).pdf
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相关数据
图55.2020年以来公司PE-TTM走势(倍)
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行业数据
2026-07-21
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港股国资央企主要指数PE(TTM)
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行业数据
2026-07-21
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港股国资央企PE(TTM)对比
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行业数据
2026-07-21
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港股国资央企分行业PE(TTM)及其历史分位数
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行业数据
2026-07-21
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A股国资央企分行业PE(TTM)及其历史分位数
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行业数据
2026-07-21
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国电南瑞2023-2026年近3年的PE(TTM)
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行业数据
2026-07-16
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不同交易所期权市占(截至2026年5月28日)
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行业数据
2026-07-10
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18A-25A上市银行营收同比增速与国债利率、ROIC的相关性(剔除上市后第一年业绩)
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行业数据
2026-07-10
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全球主要交易所镍库存情况(单位:万吨)
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行业数据
2026-07-08
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全球主要交易所锡库存情况(单位:万吨)
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行业数据
2026-07-08
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全球主要交易所铅库存情况(单位:万吨)
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行业数据
2026-07-08
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全球主要交易所锌库存情况(单位:万吨)
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行业数据
2026-07-08
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全球主要交易所铝库存情况(单位:万吨)
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行业数据
2026-07-08
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中国重卡国内销量同比增速与中重卡保有量同比增速、重卡相关景气指标同比增速的中短期相关性不明显
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行业数据
2026-07-06
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国股行3个月票据直贴利率均值与信贷相关性
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截至 3月 18日 PE(TTM)为 36倍,位于 2018年以来 49%分位数,2月现货 ADT达到历史峰值。截至 3 月 18 日公司 PE(TTM)为 36 倍,位于 2018 年以来 49%分位数,对应 2月 ADT为 2973 亿港元,达到历史峰值水平。对比 2021年 1月末香港交易所受益全球流动性宽松中概股估值提升+18A政策催化新经济资产上市,香港交易所估值达到 59.7倍,对应 1月 ADT为 2457亿港元。我们认为外资受限+IPO 增长放缓下香港交易所中长期成长性较 2021 年有所放缓,但当前市场活跃度超越 2021年牛市峰值,ADT 大幅提升直接带来香港交易所核心交易业务同比高增,港股估值抬升有望催化香港交易所业绩和估值的戴维斯双击。
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香港交易所-港股公司深度报告:估值滞涨于成交量IPO回暖利好中长期ADT提升-250320(18页).pdf
2025Q1相较2021Q1ADT提升主要来自日均换手率改善
预计2025年新上市公司贡献超8000亿港元市值
我们测算26家赴港上市企业,至少贡献3600亿增量市值
2024年港股支持IPO政策持续出台
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