资源描述
|2022 2022 300 2022 2022 2022 3-5 2024 2024 3 2024 2020-2023 2027 2023 2023 2.5%-10%2024/2024 03 17 S0860512060001 S0860523070005 1-2 0304-0310 2024-03-10 2024-03-10 0226-0303 2024-03-03.2 1 2022.4 2 2022.7 3.10 3.1.10 3.2.13 4.15 5.17 ZXFUwPtOpMmNtNnOnQqPpO9PaObRtRnNtRnRjMrRoNfQmNxP7NnMoONZqQrRxNqRrO 3 1 2022.5 2 2022.5 3 2022.6 4 2022.7 5 2022.8 6 2022.9 7 2021-2022.9 8 2022.9 9 2022.9 10 2022.10 11 2024.11 12 2018-2023.12 13 2018-2023.12 14 2023.13 15 2022.14 16 2022.14 17 2021-2022.14 18 2021-2022.14 19.15 1 2024 2020-2023.12 2.16/JX1P3cBfeGL/U42l0LB7rzkDSe1RnSOm2svFrHBRVnAncBNZXkWdryRD+1aEgA6 4 1 2022 2022 2022 2022 1 3 2020-2021 2021 2022 2 2022 3 15 24.9%300 19.0%2 3-4 3 3 13 5 3 28 4 4 26 33.7%300 23.1%3 4-6 4 4 4 11 4 18 4 19 5 5 23 600 5 31 2022 6 1 2022 12 31 30 2.0 2 300 6 28 3.5%300 8.7%4 7-8 2022 7-8 41.4%39.1%8 7-8 300 5 8-11 8 10-11 8 10 6 11-12 7 5 2023 1 1 2022 Wind 2022 2022 300 5 300 5 6 300 7 2 2022 Wind-40%-35%-30%-25%-20%-15%-10%-5%0%5%10%2022-01 2022-02 2022-03 2022-04 2022-05 2022-06 2022-07 2022-08 2022-09 2022-10 2022-11 2022-12 300+600 7-8 10-11-50%-40%-30%-20%-10%0%10%20%30%2022-01 2022-02 2022-03 2022-04 2022-05 2022-06 2022-07 2022-08 2022-09 2022-10 2022-11 2022-12 300 6 6 28 23.1%300 7 17.0%300 3 2022 Wind 2 7 3-4 3 4-40%-30%-20%-10%0%10%20%30%2022-01 2022-02 2022-03 2022-04 2022-05 2022-06 2022-07 2022-08 2022-09 2022-10 2022-11 2022-12 300 7 600 7 4 2022 Wind 2 2022 2022 2022 2022 3-5 1 2022 6 2022 6-40%-35%-30%-25%-20%-15%-10%-5%0%5%2022-01 2022-02 2022-03 2022-04 2022-05 2022-06 2022-07 2022-08 2022-09 2022-10 2022-11 2022-12 300 600 8 5 2022 2022-2 2022 1-2 215.61 147.27 6.3%29.2%3 3-5 4 2022 3-5 181.98 94.70 160.28 1.2%43.1%0.3%6 6 2022 6-8 219.67 214.35 210.39 42.9%41.4%39.1%9 230.09 33.3%10-11 10 11 220.33 204.93 11.7%-4.8%12 223.09 6.3%8.9%2022 1 544.87 8.8%2 474.65 1.3%12.9%3 3 654.83 37.7%38.0%4 648.36 0.3%1.0%9 6 2022 7 2021-2022 Wind Wind 2022 1176.2 23.1%1178.8 1.1%2022 2022 2022 3-5 2022 3-5 15.0%58.0%14.8%0.5%43.4%1.4%2022 6 2022 6-12 8 2022 9 2022 Wind Wind 2022 2022 2022 2 57.4%4 42.9%6 55.3%2022 6 2022 6 44.7%2022 12 56.8%12.1 2022 6-50%-40%-30%-20%-10%0%10%20%30%40%50%050100150200250-5%0%5%10%15%20%25%30%35%40%0100200300400500600700-60%-40%-20%0%20%40%60%020406080100120140-80%-60%-40%-20%0%20%40%60%020406080100120140 10 10 2022 Wind 3 3.1 2024 2023 2024 3 2023 12 11-12 2024 2024 2 23 3 1 3 5 2024 3 13 2027 2023 2023 45%2024 3 2 2800/10000 0%10%20%30%40%50%60%70%80%90%100%11 3 1 iCAR 4 11 2024 2009 6 3000-6000 2020 10 2000-10000 2024 2020-2023 1 2 2024 4 12 5 2027 2023 2023 45%2023-2027 CAGR 18.9%2023-2027 CAGR 9.7%1 2024 2020-2023 2024 2020-2023/2800/10000 5000-10000 2000 2027 2023 100%/2027 2023 45%/3 2023 2018 388 2019 456 17.5%2020 28.9%2021 2021-2023 2023 756 32.4%2018 13.8%2019 17.7%2020 2021-2023 2023 25.1%12 2018-2023 13 2018-2023 Wind Wind-40%-20%0%20%40%60%80%01002003004005006007008002018 2019 2020 2021 2022 2023 0%5%10%15%20%25%30%2018 2019 2020 2021 2022 2023 13 2027 2023 4 2024 19%2023 10%-40%3000/5000/10000 2023 10%76 2023 2.5%3000/5000/10000 23/38/76 20%151 2023 5.0%3000/5000/10000 45/76/151 40%302 2023 10.0%3000/5000/10000 91/151/302 2024 14 2023 Wind 3.2 2022 2022 2022 1-2 10.9%3-5 3-5 16.4%93.1%48.0%2022 7 610.40 2022 5319.60 0.3%2021 0%2%4%6%8%10%12%05010015020025030035010%20%30%40%3000 5000 10000 2023 14 2022 1 2 1149.80 979.20 12.9%37.1%3 1577.80 71.0%61.1%4 3 15 2022 16 2022 2022 2022 2022 1 2 2021 4 14.7%2022 2 12.6%2021 4 6.0%2022 2 5.0%2022 2022 3 14.0%1.3 2022 4 15.2%1.2 0.5 2021 2022 3 6.3%1.3 1.4 2022 3 4 17 2021-2022 18 2021-2022-150%-100%-50%0%50%100%150%01002003004005006007008001+2 3 4 5 6 7 8 9 10 11 12()yoy-60%-40%-20%0%20%40%60%80%0200400600800100012001400160018002022Q1 2022Q2 2022Q3 2022Q4()yoy10%11%12%13%14%15%16%3%4%5%6%7%8%15 2024 2022 2024 2023 2024 2024 1-2 2024 2024 2022 6 2024 2022 19 4 16(603179)(002126)(300926)(603730)(002997)(600933)(601689)(603197)(301459)(603305)(002050)(688533)(600741)(300580)(603596)(300258)(002920)(002906)(002472)(603997)(605128)(600660)(000338)(000625)(600418)(000951)(600104)(002594)2 Wind EPS Wind 2022A 2023E 2024E 2025E 2022A 2023E 2024E 2025E600104.SH 14.63 1.39 1.29 1.39 1.53 10.51 11.36 10.49 9.56601238.SH 8.87 0.77 0.57 0.68 0.76 11.53 15.54 13.07 11.61000625.SZ 16.83 0.79 1.12 0.97 1.22 21.40 15.09 17.26 13.83601633.SH 24.37 0.97 0.82 1.18 1.51 25.19 29.71 20.62 16.13002594.SZ 209.47 5.71 10.57 14.05 18.04 36.69 19.81 14.91 11.61000951.SZ 16.41 0.18 0.86 1.23 1.59 90.21 18.97 13.38 10.33601127.SH 98.45-2.54-1.70-0.14 1.48-38.79-58.06-720.91 66.54000550.SZ 28.14 1.06 1.67 1.96 2.43 26.55 16.89 14.36 11.59603179.SH 44.70 0.97 1.66 2.31 3.02 46.29 26.94 19.38 14.81300926.SZ 28.12 0.53 1.06 1.56 2.14 53.01 26.62 18.05 13.17002126.SZ 18.57 0.48 0.76 1.03 1.38 38.97 24.53 17.98 13.47603730.SH 12.57 0.45 0.61 0.76 0.93 28.05 20.68 16.49 13.48002997.SZ 31.37 0.71 1.07 1.61 2.12 44.44 29.45 19.54 14.83600933.SH 20.45 0.72 1.00 1.25 1.58 28.29 20.50 16.42 12.96601689.SH 61.01 1.46 1.85 2.61 3.52 41.73 32.96 23.35 17.31603197.SH 52.09 1.01 1.98 2.63 3.41 51.56 26.34 19.80 15.25603305.SH 15.18 0.75 0.86 1.11 1.42 20.20 17.59 13.66 10.68002050.SZ 25.59 0.69 0.84 1.04 1.28 37.12 30.53 24.55 19.96688533.SH 29.09 0.54 1.00 1.55 2.10 53.40 29.07 18.82 13.86600741.SH 17.12 2.28 2.29 2.64 2.95 7.49 7.47 6.48 5.81603596.SH 61.10 1.61 2.12 2.82 3.67 37.89 28.77 21.69 16.66001311.SZ 40.92 2.43 2.90 3.50 4.40 16.84 14.09 11.70 9.30002920.SZ 122.11 2.13 2.74 3.84 5.13 57.25 44.51 31.84 23.79002906.SZ 26.76 0.73 0.89 1.22 1.61 36.88 30.20 22.02 16.67002472.SZ 24.95 0.68 0.96 1.22 1.53 36.56 26.08 20.38 16.28601799.SH 152.00 3.30 4.01 5.52 6.91 46.13 37.92 27.56 21.99600660.SH 43.65 1.82 2.15 2.40 2.83 23.95 20.34 18.20 15.44603786.SH 64.64 1.11 1.62 2.13 2.76 58.00 40.00 30.32 23.46300258.SZ 10.62 0.51 0.56 0.70 0.87 20.68 18.82 15.25 12.18000338.SZ 16.42 0.56 1.01 1.28 1.54 29.21 16.20 12.86 10.63600114.SH 15.42 0.25 0.31 0.53 0.71 61.03 49.11 28.87 21.62603997.SH 13.50-1.22 0.20 0.47 0.88-11.06 68.08 28.50 15.38600699.SH 17.17 0.28 0.77 1.01 1.33 61.36 22.22 17.04 12.90605005.SH 15.95 0.47 0.60 0.74-33.59 26.43 21.54-603035.SH 16.30 1.35 1.53 1.94 2.43 12.11 10.65 8.41 6.70300969.SZ 83.45 1.82 2.59 3.41 4.42 45.87 32.19 24.45 18.89603348.SH 29.72 0.90 0.38 1.52 2.24 33.03 79.04 19.60 13.27605128.SH 50.77 0.57 1.29 2.62 3.74 88.79 39.48 19.39 13.58002765.SZ 5.22 0.28 0.14 0.28 0.36 18.45 38.36 18.96 14.62002101.SZ 13.58 0.70 0.64 0.83 0.95 19.39 21.36 16.35 14.32688326.SH 77.59 1.96-1.82 2.05 3.50 39.69-42.55 37.86 22.16300680.SZ 17.23 0.33 0.66 1.06 1.45 52.67 26.19 16.28 11.86 EPS PE 17 5 2024 18 1%(603596)1%19 Tabl e_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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