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|2024 04 12 2023+400-600L 2021 A+D C 25%18%120-130/VIP VIP 1 VIP 2 VIP 1 2 1 2 VIP S0680521080001 S0680122070003 1 2 2024-03-19 2 2 2024-03-18 3 2 2024-03-16-32%-16%0%16%2023-04 2023-08 2023-12 2024-04 300 2024 04 12 P.2 EPS P E 2022A 2023E 2024E 2025E 2022A 2023E 2024E 2025E 000404.SZ 000521.SZ 0.24 0.72 0.88 1.02 34.42 11.47 9.39 8.10 000921.SZ 1.03 2.04 2.36 2.70 31.70 16.00 13.83 12.09 000333.SZ 4.24 4.84 5.47 6.05 15.37 13.46 11.91 10.77 600690.SH 1.56 1.76 2.03 2.33 16.80 14.89 12.91 11.25 001387.SZ 002668.SZ 688398.SH 0.55 1.05 1.43 1.91 54.18 28.38 20.84 15.60 Wind YWCXzQmRoNmNsMsRsPoRoP6MdN9PsQmMtRmQlOrRmQeRpOrMbRnNyQvPsRmMxNqMwP 2024 04 12 P.3 1.5 1.1.5 1.2.9 2.12 2.1.12 2.2.12 2.3 VIP.16 2.4.19 3.22 3.1.22 3.1.1.22 3.1.2.23 3.2.26 3.2.1.26 3.2.2.27.30 1 2023 1-11.5 2 2023 1-11.5 3 2023 1-11.5 4 2022-2024.6 5 2022-2024.6 6 2017-2023.7 7 2023 1-11.7 8.8 9.8 10.9 11.10 12 2021-2023.10 13 2023.10 14 2023 1-10.11 15 A.11 16.11 17.11 18.12 19 2022 99.63%.13 20.13 21.13 22 120-130/.14 23.14 2024 04 12 P.4 24.14 25 2023 21%.15 26 2022 23.4%.15 27 2023.15 28.16 29 VIP.17 30 VIP.17 31 VIP.18 32.18 33 VIP.19 34.20 35.21 36.22 37.23 38.24 39.25 40.25 41.26 42 ODM.27 43.28 44.29 aBfiAgXWUXx2uzcIKyXBVsiCYydMK33bsDsO0TSEcfYL+oXWx88ra+4cU2DSKY17 2024 04 12 P.5 1.1.1 2023 19 2023 2023 1-11 8.5%1 2023 1-11 8000 9.8%2pct 1500-2000 8-2 39.8%2 2023 1-11 3 2023 1-11-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%-4.0%-3.0%-2.0%-1.0%0.0%1.0%2.0%3.0%4.0%0%2%4%6%8%10%12%14%15K+8-10K 5-6K 3.5-4K 2.5-3K 1.5-2K-2.5%-2.0%-1.5%-1.0%-0.5%0.0%0.5%1.0%1.5%2.0%2.5%3.0%0%5%10%15%20%25%20K+10-15K 6-8K 4-5K 3K-2024 04 12 P.6 400-600L 2023 400-600L 42.9%5.7pct 300L 2023 4.4pct 44.8%4 2022-2024 2023 37.6%5.6pct 5 2022-2024 2023 0%10%20%30%40%50%60%70%80%90%100%2022 2023F 2024F650L 600-650L 550-600L 500-550L 450-500L 400-450L 300-400L 200-300L 200L-0%10%20%30%40%50%60%70%80%90%100%2022 2023F 2024F 2024 04 12 P.7 30.4%10.4pct 197%59%6 2017-2023 7 2023 1-11 2 2015 2016 2017 2022 0%5%10%15%20%25%30%35%2017 2018 2019 2020 2021 2022 20230%50%100%150%200%250%2024 04 12 P.8 8 2023 9 2024 04 12 P.9 2023 44.15%501-600L 600L+2023 47.46%/45.61%/49.9%CR3 2023 1.55pct 0.48/0.66pct 10 1.2 2021 2019 2021 3 1 A+A+1 2 3 A-G A+D A+D C 2024 04 12 P.10 11 GfK 2021-2023 1/3 2023 38.3%29.3%12 2021-2023 13 2023 2023 GfK 2023 1-10 A/B/C 240%/170%/50%A 2022 12%2023 19%12 A 22%0%20%40%60%80%100%120%70.6%41.4%38.3%18.0%-6.6%-8.0%-20%-10%0%10%20%30%40%50%60%70%80%2024 04 12 P.11 14 2023 1-10 15 A GfK GfK GfK 2023 110 A 1278 2020 A+82%800 16 17 GfK GfK 240%170%50%0%50%100%150%200%250%300%A B C 12%19%22%0%5%10%15%20%25%2022 2023 2023 12 703127802004006008001000120014002020 A+2023 1-10 A 0%20%40%60%80%100%2022 1-10 2023 1-10=1000USD 8001000USD 600800USD400600USD 200400USD 0200USD 2024 04 12 P.12 2.2.1 VIP 25%18%18 2.2 2022 2.3 99.63%2022 74%2024 04 12 P.13 19 2022 99.63%20 26%CR3 58.1%21 120-130/10 2012 180 2018 120-130 0%10%20%30%40%50%60%70%80%90%100%00.511.522.533.52016 2017 2018 2019 2020 2021 2022 LG 2024 04 12 P.14 22 120-130/23 Wind 24 2023 21%2014 5.7%23.4%80%0204060801001201401601802002012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 0%2%4%6%8%10%12%14%16%18%20%20122013201420152016201720182019202020212022-2024 04 12 P.15 25 2023 21%26 2022 23.4%1 2 2023 27 2023 2024 04 12 P.16 2.3 VIP VIP VIP 1 VIP 2 VIP VIP VIP Vacuum Insulation Panel VIP VIP VIP 28 炘 毜 VIP VIP VIP HCFCs ODS HFCs VIP VIP 3.5mW/m K 1/10 VIP 1/7 VIP 10%-30%20%-30%2024 04 12 P.17 90 50%-80%400 600 200 400 29 VIP VIP VIP 3%10%2011 VIP 70%30 VIP 0%10%20%30%40%50%60%70%80%VIP 2024 04 12 P.18 VIP VIP VIP VIP VIP 2019 31 VIP 32 VIP VIP+VIP 1 VIP 2 VIP VIP 1 VIP 2 VIP VIP 0%10%20%30%40%50%60%70%80%90%100%2016 2017 2018 2019 H1 2024 04 12 P.19 33 VIP 2022 2.4+60-70 2024 04 12 P.20 34 1 2 2024 04 12 P.21 35 1 2 7.94mm 6mm 5mm R34a R404A R290 R290 1 R290 2 2024 04 12 P.22 3.3.1 3.1.1 1984 1993 2018 2020/Leader 2023 2614 7.33%165.97 12.81%+2023/40.3%/45.2%14.1%52.8%4pct 120%10+N 122 108 23 36 IPRdaily 1968 1993 COLMO 2023 3737 8.1%337 14.1%2024 04 12 P.23 2023 19%15.2%2023 16%+90 37 3.1.2 1984 Asko 2023 856 15.5%28.37 97.73%2023 18.7%1350 2023 60CM 36%2022 2024 04 12 P.24 38-1983 2023 242.48 19.95%7.41 203.04%2023 90.88 18.57%2024 04 12 P.25 39 40 2024 04 12 P.26 3.2 3.2.1 2011 ODM 400L 2022 19.27 2023 H1 10.66 85%10%294 13 178 103 100 41 Choice 2002 TCL 2023 150 30%7.87 70%36%1419 ODM ODM 70%2023 16 34%2024 04 12 P.27 42 ODM Wind 3.2.2 2007 VIP 2022 VIP 97.44%1.79%2023 8.4 31.69%1.06 65.48%VIP LG 3500 VIP VIP 2024 04 12 P.28 43 Choice 1990 CUBIGEL JULABO 2023 7273 91.5 2023 9.3%1.2%2024 04 12 P.29 44 Wind ifind 2024 04 12 P.30 2024 04 12 P.31 6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%8 7 7 100077 555 22 200120 021-38124100 1115 330038 0791-86281485 100 24 518033
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