资源描述
Table_MainInfo/2024 03 26 Table_InvestInfo Table_QuoteInfo 2995.453392.543789.634186.724583.814980.912023/3 2023/6 2023/9 2023/12 Table_ReportInfo 2024.03.07 OLED 2024.03.13 2024.02.26 Table_AuthorInfo:Tel:(0755)82764281 Email:S0850515040001:Tel:(021)23185389 Email:S0850518030001 66 Table_Summary 1)66 2 1 2021 57.6%2018 2023 2018-2023 145.7 218.4 8.43%256.5 340.6 5.84%2 2023 8772.8/54.906%3 4 2026 152 2026 80%121.6 PA66 1 2023 38%PU 21%66 17%2 2018-2023 2020 2018 2023 35.95 2.52%2018-2023 133.06 5.39%3 2024-2026 PA66 26 PA66 2023 PA66 59.79 22.27%,2018-2023 PA66 12.22%2023 10 PA66 483 43%2026 2024-2026 PA66 26 4 PBAT 2018-2023 PBAT 21.04%2022 2023 PBAT-50.02%-21.54%2021 22.39 2023 8.78 2024-2026 4.53 40 2026 320.92 300.59 2024-2026 10.40-3.63-20.34 2 1.5 2.6 2.1 55%.6 2.2.7 3.PA66.8 3.1 2018-2023.8 3.2.8 3.3 2024-2026 PA66 26.10 3.4 PBAT.13 4.2024-2026 4.53.14 5.15 5.1 32.66.15 5.2 135.5.16 5.3 29.16 6.17 1ZDWzQrMpMnMqOmPmRrOrQ7NdNbRmOqQsQrNjMrRsRfQmOqP6MmMzRxNoNrOMYsPuN 3 1.5 2.5 3 2018-2023.9 4 2018-2023.9 5 2018-2023.9 6 2017-2021.9 7 2017-2022.10 8 2022 PA66.11 9 2018 2023 PA66.11 10 2018-2023 PBAT.13 11.17 4 1.6 2 2024 2 19.7 3.7 4 2023.8 5 66.12 6 2024-2026 PA66.12 7 2023 PBAT.13 8 2023-2027 PBAT.14 9 2018-2026.15 6AFQwQC1JJfYGaCgmZdv67zkDSe1RnSOm2svFrHBRVmV3SMpyQbWCl4UtaNiGdka 5 1.2022 66 TPU 66 PU PA66 PBAT 1 2021 39.4%60.6%2024 2 19 372/225/60.5%2 6 2.2.1 55%2023 8772.8/1 0.75 501.87 2.43 N,N-)0.09 65%1.30 0.03 0.05 0.17 5.48 190 0.06 8772.8 2023 54.906%2023 8925/6030/2023 10900/8500/1/12377.43 1.00/10553.78/10553.78 0.264/6907.76/1823.65 0.75/6444.75/4816.81 54.906%501.87/2.28/1144.26 13.043%2.43/3.17/7.72 0.088%(N,N-)0.09/5.60/0.50 0.006%65%1.30/1166.87/1516.93 17.291%0.03/60.25/1.81 0.021%0.05/82.96/4.15 0.047%0.17/11.22/1.91 0.022%5.48/5.55/30.41 0.347%190.00/0.68/129.19 1.473%0.06/307.00/16.89 0.192%943.63 10.756%158.60 1.808%8772.80 100.0%2022 1688 1.2023 4 1 2024 2 28 2023 2 28 2024 2 28 2.7 2.2 2021 57.6%2021 500 212 288 57.6%2018 2023 2018-2023 145.7 218.4 8.43%256.5 340.6 5.84%2024 2 19 372/2 2024 2 19(/)36 22.5 14 30 14 30 32 15 15 1-6 142 14 7.5 372 80%2024-2026 2026 152 2026 80%121.6 3 2023/12 2024-PBAT 2022/6 2025 2020 13.5%2022/3“”2021/9 8 2021/3 4 2023/30 2024 20 2024 40 2024 30 2024 32 2024 152 66 40 66 3.PA66 3.1 2018-2023 2018-2023 2020 2023 39.89 1.58%158.33 11.20%2018 2023 35.95 2.52%2018-2023 133.06 5.39%3.2 PU 2023 38%PU 21%66 17%(polyurethane PU)(OCN-R-NCO)(HO-R-OH)PU 2017-2021 2021 45.7 44.8 9 3 2018-2023-15%-10%-5%0%5%10%15%20%25%30%35%0510152025303540452018 2019 2020 2021 2022 2023 5 2018-2023 0%20%40%60%80%100%120%2018 2019 2020 2021 2022 20232018-2023 PU 66 2018-2022 6 2017-2021-20%-15%-10%-5%0%5%10%15%20%34363840424446482017 2018 2019 2020 20212017-2021 4 2018-2023-10%0%10%20%30%40%0501001502002018 2019 2020 2021 2022 2023 10()Euromonitor 2017-2022 2022 43 9.61%7 2017-2022-15%-10%-5%0%5%10%15%20%3436384042444648502017 2018 2019 2020 2021 20222017-2022,Euromonitor 3.3 2024-2026 PA66 26 PA66-66 6 66 66 66 66 66 66 PA66 PA66 PA66 PA6 66 2022 66 57%29%10%4%PA66 PA6 66 6 66 6 66 6 66 66 66 UL94 V2 6 PBT HB 66 66 120 C 66 6 PBT 66 6 PBT 11 8 2022 PA66 57%29%10%4%2022 PA66 PA66 66 66 66 2019-2023 PA66 2023 PA66 59.79 22.27%,2018-2023 PA66 12.22%9 2018 2023 PA66-20%-10%0%10%20%30%40%0102030405060702018 2019 2020 2021 2022 20232018-2023 PA66 PA66 PA66 66 66 PA66 2024 2026 43%2023 10 PA66 483 43%12 2026 2024-2026 PA66 26 5 66 2023/12/27 2024 2022/3/28“”2021/12/21“”2025 2020/12/27 2020 66 1,3-2020/9/29 2020 2019/11/6 2019 2017/1/23 6 2024-2026 PA66 2024-2026 PA66/15 20 5 21 2023 10 8 29 26 20 8 8 8 32 30 4 20 16 20 40 40 10 120 16 483 43%2023 66 13 3.4 PBAT PBAT PBAT 2021-2023 PBAT 2018-2023 PBAT 21.04%2022 2023 PBAT-50.02%-21.54%2021 22.39 2023 8.78 10%2024-2026 2023 10 2018-2023 PBAT-100%-50%0%50%100%150%200%250%05101520252018 2019 2020 2021 2022 20232018-2023 PBAT PBAT PBAT 7 2023 PBAT/12 18 3.3 3 6 6 6 6 6 6 72.3 14 8 2023-2027 PBAT/6 2023 6 2023 6 2023()6 2023 6 2023)2.5 2023)6 2023 12 2023 6 2023)12 2023()10 2023 10 2023 6 2023 12 2023 10 2023 6 2023 12 2023 10 2023)3 2023)7 2023)45 2023 18 2024 10 2024 12 2024 6 2024)6 2025 10 2025 2.4 2025 12 2025 12 2025)20 2025 6 2025 12 2025)12 2026)30 2027 12 2027 8 2027 6 2027 30 2027 6 2027()22 2027)30 2027 481.9 4.2024-2026 4.53 2024-2026 4.53 40 2025 2026 320.92 300.59 2024-2026 196.21 234.44 273.80 23.92%19.48%16.79%2024-2026 247.86 274.23 300.59 13.5%10.6%9.6%2024-2026 10.40-3.63-20.34 15 9 2018-2026 2018 2019 2020 2021 2022 2023 2024E 2025E 2026E 156.98 147.60 140.36 189.25 181.65 198.22 237.47 277.86 320.92 121.75 114.34 110.83 150.72 142.38 158.33 196.21 234.44 273.80 0.00%-6.09%-3.07%35.99%-5.53%11.20%23.92%19.48%16.79%PA66-2.89 6.00 0.14 5.77 6.32 25.89 26.05 26.05 PA66 19.35 16.46 22.46 22.60 28.36 34.68 60.56 86.62 112.67-14.93%36.43%0.62%25.51%22.27%74.65%43.02%30.08%PA66 33.36 28.38 38.72 38.96 48.9 59.79 104.42 149.34 194.26 PA66 52 52 56 59.0 77.1 91.7 160.93 230.16 299.39 64.15%54.58%69.14%66.03%63.42%65.20%64.89%64.89%64.89%PBAT 0.19 3.27 3.38-4.03-0.87 1.47 0.63 0.63 PBAT 1.22 1.41 4.68 8.06 4.03 3.16 4.63 5.27 5.90 15.98%231.63%72.23%-50.02%-21.54%46.62%13.64%12.00%PBAT 3.38 3.92 13 22.39 11.19 8.78 12.87 14.63 16.39 PBAT 38.30 59.30 71.3 82.56 93.83 105.09 58.46%18.87%12.31%15.59%15.59%15.59%-11.07-0.63 11.70 0.38 3.59 3.99 4.44 4.93 31.66 20.58 19.95 31.65 32.04 35.62 39.62 44.05 48.99-34.98%-3.07%58.66%1.21%11.20%11.20%11.20%11.20%PU-9.71-0.56 22.96-8.66 3.59 3.99 4.44 4.93 PU 28.00 18.29 17.73 40.69 32.04 35.62 39.62 44.05 48.99-34.67%-3.07%129.49%-21.28%11.20%11.20%11.20%11.20%16.07-11.58 1.71-1.80 3.32 2.54 2.67 2.80 41.53 57.59 46.01 47.72 45.92 49.24 51.78 54.45 57.25 38.69%-20.11%3.71%-3.77%7.24%5.15%5.15%5.15%35.23 33.26 29.53 38.53 39.27 39.89 41.26 43.42 47.13 0.00%-5.59%-11.21%30.48%1.92%1.58%3.43%5.24%8.53%145.70 147.60 155.4 188.9 190 218.4 247.86 274.23 300.59 1.3%5.3%21.6%0.6%14.9%13.5%10.6%9.6%256.50 264 271 279.6 299.6 340.6 381.13 421.67 462.2 56.80%55.91%57.34%67.56%63.42%64.12%65.03%65.03%65.03%(11.28)0.01 15.04(0.35)8.35 20.18 10.40(3.63)(20.34)24-26(4.53)2018-2022 5.5.1 32.66 2023 16“”2022 2022 29%2023 32.66 20 5.2 135.5 2023 30 40%48 265 206 56 3 100 863 2022 95.5 93.59%2023 40 2024 135.5 5.3 29 2023 66 66 66 66 A PC 6 2022 66 17 66 1,6 66 300 2022 29 30 2024 3 15 2023 40 5 3 1-6 2 11 2022 6.18 Table_Analysts Table_Reports,1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%
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