传媒行业报预览及策略快报：平稳开局全可期0104.ppt
2012,010-S1010510120022,010-S1010512080010,2013,1,4,201320%,50%2012,20%20%,201240%10%,2013201250%,30%,*,*,*,*,*,*,2012,1,EPS,2011EPS,2012EPSE,2012,50%,3.972.412.764.1811.141.64,0.310.730.500.310.320.34,0.601.200.660.500.500.55,100%60%40%50%50%45%50%60%,20%,50%,*,*,6.051.934.103.840.960.605.6725.459.10,0.340.510.320.400.651.410.850.290.44,0.450.760.440.550.911.901.050.390.49,30%35%45%35%40%35%45%40%35%40%25%30%25%,10%,20%,*,17.9631.865.06,0.450.140.54,0.500.170.61,15%,5.636.284.30,0.250.630.51,0.290.650.53,*,13.981.6210.16,0.260.200.50,0.270.6,0,*,5.511.18,0.121.39,Wind,*,4.0310.6013.601.271.308.4410.451.55,*,0.440.260.190.260.110.090.170.24EPS,0.450.280.220.25Wind,20122012 12,4,N,12,4,A,18.84%,20.19%12 4,77.6%45.8%,35.1%,1,2012/1/30,2012/2/1,2012/2/3,2012/2/5,2012/2/7,2012/2/9,2012/2/11,2012/2/13,2012/2/15,2012/2/17,2012/2/19,2012/2/21,2012/2/23,2012/2/25,2012/2/27,2012/2/29,2012/3/2,2012/3/4,2012/3/6,2012/3/8,2012/3/10,2012/3/12,2012/3/14,2012/3/16,2012/3/18,2012/12/5,2012/12/6,2012/12/7,2012/12/8,2012/12/9,2012/12/10,2012/12/11,2012/12/12,2012/12/13,2012/12/14,2012/12/15,2012/12/16,2012/12/17,2012/12/18,2012/12/19,2012/12/20,2012/12/21,2012/12/22,2012/12/23,2012/12/24,2012/12/25,2012/12/26,2012/12/27,2012/12/28,2012/12/29,2012/12/30,2012/12/31,2012,1,2012,N,CS,300,CS,300,CS,300,1.61.41.210.80.60.40.20,1.0510.950.90.850.8,1.21.151.11.0510.950.9,0.752012/7/2,2012/8/2CS,2012/9/2,2012/10/2300,1.251.151.050.950.850.75,CS,300,CS,300,CS,300,1.11.0510.950.90.850.8,1.210.80.60.40.20,1.210.80.60.40.20,Wind 20132013201312,201222,3,OTT,OTT34,2009 7,2010 4,2010 10,2011,10,2009,4,2010 1,2010,7,2011 3,3,2012,2013,2013,2,4,-,“,”,Analyst CertificationiiiThe analysts primarily responsible for the preparation of all or part of the research report contained herein hereby certify that:(i)the views expressed in this research report accurately reflect the personal views of each such analyst about the subject securities and issuers;and(ii)no part of the analysts compensation was,is,or will be directly or indirectly,related to the specific recommendations or views expressed in thisresearch report.“”,/,(,),(1),(2)/20131,300,20%,6,300,5%,20%,2,6300,6300,300300300300300,-10%5%10%10%-10%10%10%,48,1568,8,1,100125,22,200122,518048,26,Foreign Broker-Dealer Disclosures for Distributing to the U.S.This report has been produced in its entirety by CITIC Securities Limited Company(“CITIC Securities”,regulated by the China Securities RegulatoryCommission.Securities Business License Number:Z20374000).This report is being distributed in the United States by CITIC Securities pursuant to Rule15a-6(a)(2)under the U.S.Securities Exchange Act of 1934 exclusively to“major U.S.institutional investors”as defined in Rule 15a-6 and the SEC no-action,letters thereunder.,Z20374000,1934“,”,15a-6(a)(2),15a-6,
