资源描述
|1 2024 03 19()SAC S1110521050004 1-:24 24W10 2024-03-14 2-:Mini LED+24.7%2024-03-12 3-:2024-03-04 24W11 3 15 7.2/+3.3%+4.7%2023 1.2016 50%+2.1 1-2+2 24Q2 50%Q1 24Q2+50%Q1/10%/6%/5%/0%/7%2021 21Q2 29%/21%/23%/15%/23%3+2023 450 2022 613 103.6 670 1/2/3/-19%-14%-9%-4%1%6%2023-03 2023-07 2023-11 300|2 1.3 15 7.2/+3.3%+4.7%2023 1 2000()/Wind 1.1.1/4 12%ABS+36%21%13%12%8%01000020000300004000050000600007000080000900002000-01-042001-01-042002-01-042003-01-042004-01-042005-01-042006-01-042007-01-042008-01-042009-01-042010-01-042011-01-042012-01-042013-01-042014-01-042015-01-042016-01-042017-01-042018-01-042019-01-042020-01-042021-01-042022-01-042023-01-042024-01-04XVAZwPsPpMrQqOtQsPoRpOaQ8Q8OnPoOoMnRiNnNtQkPsQsQbRpPvMNZrRqOMYmQpR|3 2 2016 2016 2017-2018H1 2020H2-2021 50%21%9%9%5%2%54%25%12%3%3%57%14%17%7%8%54%ABS 14%22%6%58%27%13%15%11%7%27%24%14%13%49%|4 3 2016 Wind iFinD 1-2 1-3+4 2016 5 2016&Wind Wind 季度 现货结算价:LM E 铜 现货结算价:LM E 铝 钢材综合价格指数 中国塑料城指数 价格:冷轧板卷:0.5m m P P IR M:有色金属类 浮法平板玻璃:4.8/5m m2016Q 1-19.7%-15.8%-20.2%-12.9%-17.9%-8.9%-2.2%2016Q 2-20.5%-9.5%3.4%-14.7%5.0%-6.5%2.9%2016Q 3-9.3%1.8%17.5%-4.0%11.1%-0.8%20.8%2016Q 4 9.6%16.2%58.1%21.0%62.5%8.9%26.9%2017Q 1 26.8%24.1%68.2%29.0%54.5%16.3%30.3%2017Q 2 17.8%19.5%31.4%17.9%13.5%14.5%28.6%2017Q 3 33.0%24.2%50.8%18.9%35.8%15.7%15.9%2017Q 4 29.0%22.9%32.0%10.1%13.3%14.9%15.4%2018Q 1 19.4%16.6%11.7%4.3%1.9%8.5%15.4%2018Q 2 23.4%20.3%18.2%11.2%19.2%7.3%8.7%2018Q 3-3.8%2.2%7.0%8.1%4.9%2.6%2.1%2018Q 4-9.3%-6.3%-4.5%-0.6%-6.6%-1.9%-7.8%2019Q 1-10.7%-13.9%-6.2%-6.7%-8.2%-2.6%-10.3%2019Q 2-11.1%-20.7%-3.0%-11.3%-5.0%-2.5%-8.8%2019Q 3-5.0%-14.3%-10.1%-16.4%-9.5%-2.1%-0.3%2019Q 4-4.7%-11.1%-7.0%-14.5%-2.8%-2.2%10.1%2020Q 1-9.3%-9.1%-5.0%-14.9%-0.6%-2.2%9.1%2020Q 2-12.4%-16.5%-10.3%-14.0%-7.9%-5.1%-3.8%2020Q 3 12.4%-3.3%-2.1%-4.1%-5.0%1.8%11.6%2020Q 4 21.9%9.3%7.2%13.1%14.7%4.8%17.3%2021Q 1 50.9%24.1%25.6%24.7%26.4%12.0%26.7%2021Q 2 81.1%60.3%50.1%33.7%54.0%26.0%78.9%2021Q 3 43.8%55.4%44.1%24.9%55.7%22.5%72.5%2021Q 4 35.3%44.2%22.8%7.3%9.0%23.2%17.0%2022Q 1 17.6%56.5%5.5%-0.8%-4.3%15.6%2.2%2022Q 2-1.9%19.8%-8.1%-5.2%-17.2%10.4%-25.2%2022Q 3-17.4%-11.1%-24.8%-13.1%-33.7%1.1%-45.0%2022Q 4-17.5%-15.9%-21.4%-16.0%-23.7%-3.6%-30.0%2023Q 1-10.7%-27.0%-13.6%-14.4%-15.1%-2.5%-21.8%2023Q 2-11.0%-21.5%-19.6%-16.7%-17.0%-4.9%6.0%2023Q 3 7.9%-8.5%-4.1%-6.2%2.9%2.2%19.4%2023Q 4 2.0%-5.7%0.5%-4.2%6.0%2.6%22.1%2024/1/1-3/15-6.3%-9.5%-4.2%-2.1%0.6%1.1%18.4%MSFzK22d+8wkoFE+yFL+lLzkDSe1RnSOm2svFrHBRVkiHULnypiSoLM/EFo1L/By|5 6 2016&7 2016 Wind Wind 1.2.1.2.1.1 1-2+8 17Q1-23Q3 VS 9 17Q1-23Q3 VS Wind iFinD Wind iFinD|6 10 17Q1-23Q3 VS 11 17Q1-23Q3 VS Wind iFinD Wind iFinD 12 2018 CR3 1.2.2.24Q2 50%Q1 2020H2-2021 13/14 1994 4=100 Wind Wind 69%73%71%72%75%77%77%77%70%71%70%73%79%82%78%72%51%50%49%48%46%47%50%52%52%56%57%57%60%62%63%65%56%55%60%62%59%61%63%65%68%70%71%73%72%72%75%73%40%45%50%55%60%65%70%75%80%85%2008200920102011201220132014201520162017201820192020202120222023 CR3 CR3 CR3120017002200270032003700400060008000100001200019M0119M0519M0920M0120M0520M0921M0121M0521M0922M0122M0522M0923M0123M0523M0923M01:LME:LME 8010012014016019M0119M0419M0719M1020M0120M0420M0720M1021M0121M0421M0721M1022M0122M0422M0722M1023M0123M0423M0723M1023M01|7 15 2010 1 4=1000 16 1.0mm/Wind iFinD 24Q2 50%Q1 16Q1-24Q1 24Q2 50%Q1 50%/10%/6%/5%/0%/7%2021 21Q2 29%/21%/23%/15%/23%1-3 17 24Q2 50%Q1 Wind iFinD 1.2.3.+60%55%2.33 60070080090010001100120019M0119M0519M0920M0120M0520M0921M0121M0521M0922M0122M0522M0923M0123M0523M0923M013500400045005000550060006500700019M0119M0519M0920M0120M0520M0921M0121M0521M0922M0122M0522M0923M0123M0523M0923M01-20%-10%0%10%20%30%40%16Q116Q216Q316Q417Q117Q217Q317Q418Q118Q218Q318Q419Q119Q219Q319Q420Q120Q220Q320Q421Q121Q221Q321Q422Q122Q222Q322Q423Q123Q223Q323Q424Q124Q2E|8 2012 2022 268 2022 7.7 2023 450 9 2025 2023 15%2022 613 103.6 670 18 19 Wind 公司2022年回收废旧家电总计（万台）回收端 拆解端 再生端 再制造海尔 613（累计）1）线下渠道：3.2万家线下门店、10万余名服务兵、100余个物流配送中心，通过与全国近1300家回收商达成战略合作，搭建了覆盖全国范围2624个区县的回收网络，设立多个回收点；2）线上渠道：用户在官网、APP、微信公众号等线上渠道提交废旧家电回收申请、在线估价，获得以旧机兑换新券、积分或现金等。1）工厂：海尔莱西再循环互联工厂，是全球家电行业第一个融合回收、拆解和再生为一体的再循环互联工厂，能够通过技术创新实现精细化拆解2）合作协议：已与全国40余家拆解厂签订战略合作协议正与生态方共建再循环材料创新实验室、贵金属提取技术实验室等，致力于打造一套具有自主知识产权的产业体系.对再生金属等可循环利用的材料进行加工再制造美的 103.61）线下渠道：用户可通过线下经销商门店实现旧机回收和以旧换新；2）线上渠道：用户也可通过美的服务公众号、美云收小程序、400 客服电话等渠道自助报单回收。与56 家拆解企业达成合作。-格力 670依托家电生产基地、完善的经销商和售后网点体系，大力推进以旧换新活动开展，常态化持续促进家电更新消费。自2010年起，格力电器相继在长沙、郑州、石家庄、芜湖、天津和珠海建立六个再生资源基地，主要从事废弃电器电子产品、报废汽车等回收处理，以及废旧线路板、废旧塑料深加工资源化业务。截至2022年底，格力再生资源已累计处理各类废弃电器电子产品超4670万台（套），已转化再生铜料、铁料、铝料、塑料总计约70余万吨。-海信集团-搭建了废旧家电回收的1T信息化系统及逆向物流回收体系：该系统以用户为中心，充分整合线上线下资源，贯穿海信在线公众号、海信商城以及海信专卖店、赛维、供应商合作伙伴等全链路资源，为潜在用户提供便捷的以旧换新“互联网+回收”模式。-|9 2.2024/3/11-3/15 300+0.71%+4.25%+2.28%-1.46%-3.83%+3.54%+4.52%20 Wind 1 1 002076.SZ 61.1%32.6%1 000921.SZ-8.4%5.2%2 002290.SZ 16.7%12.6%2 000651.SZ-5.2%4.5%3 002676.SZ 15.1%8.2%3 600690.SH-3.5%2.4%4 002759.SZ 12.5%18.3%4 000333.SZ-3.1%2.5%5 300317.SZ 10.7%44.6%5 000521.SZ-2.4%9.6%Wind 21 Wind 0.7%2.3%4.2%-1.5%-3.8%3.5%4.5%-6.0%-4.0%-2.0%0.0%2.0%4.0%6.0%1 300-100%-50%0%50%100%150%200%2017-012017-042017-072017-102018-012018-042018-072018-102019-012019-042019-072019-102020-012020-042020-072020-102021-012021-042021-072021-102022-012022-042022-072022-102023-012023-042023-072023-102024-01 300|10 3.22 Wind 23 Wind 24 Wind 20253035404550556065-25-20-15-10-5051015202018-012018-042018-072018-102019-012019-042019-072019-102020-012020-042020-072020-102021-012021-042021-072021-102022-012022-042022-072022-102023-012023-042023-072023-102024-01 30405060708090100110-15-10-50510152018-012018-042018-072018-102019-012019-042019-072019-102020-012020-042020-072020-102021-012021-042021-072021-102022-012022-042022-072022-102023-012023-042023-072023-102024-01 0510152025303540-6-4-202462018-012018-042018-072018-102019-012019-042019-072019-102020-012020-042020-072020-102021-012021-042021-072021-102022-012022-042022-072022-102023-012023-042023-072023-102024-01|11 4.2024 3 15 SHFE 72910 19200/SHFE+4.52%-0.05%+5.32%-2.29%855.33+0.7%+2.46%2024 3 15 107.2-2.46%-5.05%25/Wind 26 2010 1 4=1000 27 1994 4=100 Wind Wind 5.1 24M1/+62.7%/+50.6%+55.8/+25.5pcts 24M1/+36.2%/+32.9%+27.1/-26.2pcts 24M1/+10.6%/+25.6%+8.5/-12.5pcts 24M1/+22.4%/18.9%+9.5/-18.7pcts 30,00040,00050,00060,00070,00080,00090,000100,000SHFE()SHFE 6007008009001,0001,1001,2002017/012017/072018/012018/072019/012019/072020/012020/072021/012021/072022/012022/072023/012023/072024/014060801001201401601802017/012017/072018/012018/072019/012019/072020/012020/072021/012021/072022/012022/072023/012023/072024/01|12 28 29 30 CR3 31 CR3 32 33-100%-50%0%50%100%05001000150018/0919/0119/0519/0920/0120/0520/0921/0121/0521/0922/0122/0522/0923/0123/0523/0924/01-40%-20%0%20%40%60%80%0200400600800100018/0919/0119/0519/0920/0120/0520/0921/0121/0521/0922/0122/0522/0923/0123/0523/0924/01 0%20%40%60%80%100%18/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/0823/12 CR30%20%40%60%80%100%18/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/0823/12 CR3-60%-40%-20%0%20%40%60%010020030040050018/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/0823/12-60%-40%-20%0%20%40%60%80%100%010020030040050018/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/0823/12|13 34 CR3 35 CR3 36 37 38 CR3 39 CR3 0%20%40%60%80%100%18/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/0823/12 CR30%20%40%60%80%100%18/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/0823/12 CR3-30%-20%-10%0%10%20%30%010020030040050018/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/0823/12-60%-40%-20%0%20%40%60%05010015020025030018/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/0823/12 0%20%40%60%80%100%18/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/0823/12 CR30%20%40%60%80%100%18/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/08 CR3|14 40 41 CR3 24W1-W10/+25%/+19%/+33%/+4%/+15%24W1-W10+6%42-60%-40%-20%0%20%40%60%05010015020018/0818/1219/0419/0819/1220/0420/0820/1221/0421/0821/1222/0422/0822/1223/0423/0823/12 0%20%40%60%80%100%18/0818/1119/0219/0519/0819/1120/0220/0520/0820/1121/0221/0521/0821/1122/0222/0522/0822/1123/0223/0523/08 CR3 24W1-W10 24W10(3/4-3/10)24W9 24W8 24W7 24W6 24W5 25%0%-12%17%-37%-51%146%19%22%6%125%2%-71%45%33%37%37%330%-58%-94%-50%4%-6%13%125%105%-43%48%15%20%13%87%-20%-70%15%5%10%-21%17%-49%-80%8%9%11%-19%3%-39%-68%22%0%22%-27%-11%-62%-75%-17%-34%6%-77%-22%-84%-94%-32%20%31%-6%81%-30%-78%6%13%24%-5%29%-12%-29%66%17%33%20%108%31%-51%59%9%129%-40%35%3%-35%18%-33%-10%-27%-21%-55%-67%-9%5%37%15%17%-17%-55%9%-3%20%0%20%-23%-58%13%-4%63%-23%27%-22%-50%14%-10%7%2%7%-20%-50%-15%-10%23%0%7%-32%-63%-14%25%63%16%30%-11%-55%7%-15%-9%-25%-6%-37%-65%-16%-16%-1%-26%-9%-34%-47%5%-15%0%-14%3%-20%-60%-33%6%70%15%28%-24%-57%4%1%39%12%9%-32%-64%-12%25%71%33%16%-29%-31%54%24W1-W10 24W10(3/4-3/10)24W9 24W8 24W7 24W6 24W5 0%-28%1%-53%-53%-25%112%-12%-24%-8%-60%-54%-61%50%-30%-31%-15%-76%-86%-81%17%-12%-9%2%-6%103%38%86%-13%-24%-4%-62%-58%-66%37%-11%-30%-1%-67%-70%-80%27%-9%-31%3%-60%-58%-61%28%-9%-25%-6%-79%-81%-92%20%-14%-35%75%-65%-71%-56%-5%-15%-23%1%-57%-50%-71%9%-6%-48%9%-30%-39%-21%14%-17%-31%7%-67%-69%-83%-6%6%-3%-24%-40%-22%-22%38%-9%-1%24%-20%-14%25%24%-27%-16%0%-35%-38%-33%-21%|15 6.2024 3 11:2023 2023 50.6+9.35%10.2+23.9%2023Q4 10.66+16.72%1.93+138.02%2023 2023 12 31 4.36 10 23 10.0188 2023 2024 3 12:2024 3 11 30.00/3.8 7.5 12 2024 3 12 1169 0.09%24.87/24.35/2,868.62 2024 3 17:2023 2023 47.03+14.22%4.3+11.20%2023 7.2024 3 14 2024;GfK 2022 31.2 6.8 22%2024 3 5|16 2024 3 16 AWE2024!2024 3 14 2024(AWE2024)AWE 100;8K 3300 3.4;120;2023 3.36 30 2027 2023 25%A 90%75%2023 2023 45%2023 30%8.1/2/3/|17 9.ODM 2021|18/6 300 6 300 20%10%-20%-10%-10%-10%5%-5%-5%-5%B 11 100088 3 A 23 2301 570102(0898)-65365390 6 4 200086(8621)-65055515(8621)-61069806 5033 71 518000(86755)-23915663(86755)-82571995
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