002415

2017-4-14

Capital Strategy Lycus Ji CLSA Marley Crisil Global Elephant Asset

Ellis Munro Asset Edmont Yau Generation Investment Tiantian Li Oberweis

Asset Gloria Yu RWC Partners Stena Investment Sarl Jordi Costa

Jam Liao

1


















Jeffery Lee

2


Sophie Huang

Phillp lin

2017 4 14

2016 2016

319.24 26.32% 74.22 26.46%

2016 225.64 21.21%

2016 2016

93.60 40.62%

2016

2016

2015 40.10% 41.58%

2016

AI

40%

2016 112.43 2016 31.17 2015

38.44 2016

87% 1 9% 1-2 4%

2 4

2-3 3-4

2016

4
 2016 62.14 83.72%

2016 10 6

5 36.92 2016 49.74%

107

2016

2017

2016

2017 70.44 35.46%

14.81 29.49%2017

2016 2017

2017 2016

2017

2016

2016 6.48 191.83% 39.10%

60% 40%

5
QA

Q2016

2016

Q 6

A 2013

2016

2016 4-5 5

A 600-700 26

16 20

A 39.10%

2C

Q 3-5

7
 Q

A IHS

6-7% 10%

Q2016 AI 17

AAI AI

2015 2016 2016

AI

1 2017

Q AI

8
 A

50 250

16 5000

QSVAC

ASVAC1.0

SVAC2.0

A AI

A Mobileye

Q AI

2016 26%

26%

16

10
2016

A 7-8%

Q AI

AAI

AI

2006

2012 2015

2016

11


Q 2

Q 2016 69%

AI 2015

2016

Q 50%

2015 48.5%2016 50%

80%

12


A2016 2017

2017

Q2016 2017

2017

A70%30% 20%

80%

13
 Q 2017

A2017 15%-35% 25%

40%

QAI

2016

A AI AI

2017 AI

AI

14


QAI

Q2016

15


2C

2017 4 17

16