资源描述
2024 1 2024 38 8000.6 211 2019+15.54%2024 40 2024 1 26-3 5 8000 200 2019+9.8%2024 3 3 38 8000.6 210.54 2019+15.54%8 1799.4 224.9 2019+18.88%2 2024 2019 2024 3 3 38 15683 2019+5.58%13870 2019+13.79%1480 333 2019 68.96%64.70%3 2024 88%2019 2019+16%2024 8 88%2019 86.5%1011 2019+16%2024+2024 2024 8-TOP10 2024 2024 8 2019 83%72%102%77%57%76%59%86%87%22%3-4 2024 3 5 3-4 2024+601111.SH 600029.SH 601021.SH 603885.SH 600004.SH-25.00%-15.00%-5.00%300“”.2024.3“+”.6.12 3-4.15.1ZCXvMsPmPoPrPtQmRrOmNaQ8QaQtRrRmOtPfQoOtQjMoOsNbRrRwOwMrNuNwMoMnR 2024 38 8000.6 211 2019+15.54%2024 40 2024 1 26-3 5 8000 200 2019+9.8%2024 3 3 38 8000.6 210.54 2019+15.54%8 1799.4 224.9 2019+18.88%2024 2019 2024 3 3 38 15683 2019+5.58%13870 2019+13.79%1480 333 2019 68.96%64.70%90.00%95.00%100.00%105.00%110.00%115.00%120.00%125.00%130.00%050100150200250 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 9.80%15.54%18.88%0%2%4%6%8%10%12%14%16%18%20%37 8 2019 72993739 3539398255238000.653%49%55%76%116%0%20%40%60%80%100%120%140%0100020003000400050006000700080009000 268 173 154 175 209 282 183 96 89 99 138 211 050100150200250300 2024 88%2019 2019+16%2024 8 88%2019 86.5%1011 2019+16%12%0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%130001350014000145001500015500160001650017000 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%110001150012000125001300013500140001450015000 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 58.00%60.00%62.00%64.00%66.00%68.00%70.00%72.00%74.00%76.00%125013001350140014501500155016001650 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%050100150200250300350400 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 251524561615784 774726663595505402353 350321 320295 2780500100015002000250030002019 2024 2024 10 2024 3 3 38 8.50/8.60/9.74/4.84/2024 8 8.6/8.67/10.02/4.68/86.50%88%85.5%86.0%86.5%87.0%87.5%88.0%88.5%2019 2024 8721011800850900950100010502019 2024 40.00%50.00%60.00%70.00%80.00%90.00%100.00%2019-012019-032019-052019-072019-092019-112020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-012023-032023-052023-072023-092023-112024-01 23456789101112 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 2024 2024-TOP10 2024 2019+17%+46%12%2019 11%64%49%46%29%28%20%19%18%17%17%17%14%13%13%12%11%11%10%7%6%6%5%4%3%-1%-2%-6%-7%-11%-14%-14%-20%-10%0%10%20%30%40%50%60%70%2024 1 2 2023&3 2024 2023 731 2023 3 10 IP 2023 8 16 2 2023 9 6 2023 11 3 2023 11 8 2024 2 28“”2023 11 17 2023-2025 50 1 2 2023 11 23 40 5.5 3 4 2023 11 5 400 1.8 2024+2024 24.89 29.77 8361 0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%0100200300400500600700 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%180.00%050100150200250300350400450500 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%360380400420440460480500 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 0.00%20.00%40.00%60.00%80.00%100.00%120.00%050100150200250300350400450500 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%160.00%540560580600620640660680700720 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 82.00%84.00%86.00%88.00%90.00%92.00%94.00%96.00%98.00%100.00%102.00%104.00%340350360370380390400 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 5 10 10 15 6 15 4 6 4 16 9 13 5 25 8 10 12 18 6 14 4 7 4 16 11 17 7 30 05101520253035 7105 10819 8207 8167 9740 10251 9502 8757 9816 9936 8101 7824 7230 8361 0.02000.04000.06000.08000.010000.012000.0 2024 2024 2024 TOP10 1 3-TOP10 85.00%90.00%95.00%100.00%105.00%110.00%115.00%120.00%820840860880900920940960980 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 0.00%20.00%40.00%60.00%80.00%100.00%120.00%7508008509009501000 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 2019 145313651143111311011016944 935893854766645 643606587 5870200400600800100012001400160018002019 2024 2024 2019 2024 8 2019 83%72%102%77%57%76%59%86%87%22%2024 8 43%33%10%4%1%8%2023 11-2024 1 5 2024 1 11 9 24 24 2024 2 26 2024 3 31 50 100 2024 2 29 30 83%72%102%77%57%76%59%86%87%22%0%20%40%60%80%100%120%2024 东南亚43%东亚33%欧洲10%大洋洲4%北美1%其他8%288 627 8241 1182 518 1352 0100020003000400050006000700080009000 41 125 148 173 169 22%59%85%100%90%0%20%40%60%80%100%120%020406080100120140160180200 2019 2023 11 15 2023 11 17 2023 11 17 2023 11 17 72/144 54 2023 11 22 2023 11 24 6 2023 11 26 12 30 2024 1 11 9 24 2024 1 25 2024 2 9 30 2024 1 27 2024 3 1 2024 2 7 2024 2 19 10 2024 2 26 2024 3 31 50 2024 2 29 30 2020 3 2020 6 2020 8 8 8 16 2020 11 8 10 18 2023 1 8 8 12 20 2023 5 3 12 12 24 2023 9 1 18 18 36 2023 10 29 24 24 48 2023 11 9 35 35 70 2023 3 31 50 50 100 2023 2 6 20 2023 3 15 40 2023 8 10 78 78 2024 1 2 8 3 2024&-14-14-7-7-7-7-7-21-7-7-7-7-5-2-7-5-2-2-7-21-4-4-4-7-4-14-28-5-7-2-4-7-14-5-7-5-3-7-4-7-6-7-3-4-4-5-14-7-7-3-5-4-7-2-2-4-4-7-7-7-7-3-4-7-3-2-7-1-3-4&-7-7-7-7-4-3-3-3-4-2-4&-21-7-7-14-7-7-7-3-3-7-21-7-3-4-7-3-14-4-2-14-7-4 0.00%20.00%40.00%60.00%80.00%100.00%120.00%140.00%485052545658606264 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 2019 64.00%66.00%68.00%70.00%72.00%74.00%76.00%78.00%80.00%82.00%1020304050607080 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 2019 0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%90.00%510152025303540 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 2019 0.00%20.00%40.00%60.00%80.00%100.00%120.00%51015202530354045 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 2019 88.00%90.00%92.00%94.00%96.00%98.00%100.00%102.00%104.00%202122232425262728 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 2019 0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%90.00%3435363738394041424344 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 2019 2024 3 5 3-4 2024+0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%90.00%12345 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 2019 0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%90.00%100.00%20406080100120 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 2019 2019 2024 2024 601111.SH 600029.SH 601021.SH 603885.SH 2023 priced in 2024 600004.SH PE PB-LF 2023E 2024E 2025E 2023E 2024E 2025E-0.07 0.40 0.61-142.91 25.01 16.40 3.08-0.17 0.35 0.54-47.06 22.86 14.80 2.42 2.33 3.35 4.14 24.89 17.31 14.01 3.27 0.36 0.98 1.29 36.11 13.27 10.08 2.98 0.21 0.48 0.84 57.19 25.02 14.29 1.36 0.49 1.08 1.45 86.20 35.19 26.21 2.19 0.17 0.22 0.32 41.18 31.82 21.88 1.23-0.33 0.18 0.23-9.09 16.67 13.04 0.66 .“”.“”.2019 6 12 A 300 50 10%-5%10%5%20%5%20%-5%5%5%嫚
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