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|2024 03 02/2020 7 1-USMCA 2021 2022 8 7500 2022 38.7%2383 2016 2017 2480 2020 1999 2022 2380 2023 944.8 31.4%72.5%2020-2023 CAGR 92.7%2023 883.90 2020-2023 CAGR+16.1%2022 76.73 7.7 20.8 2 4 100 2015 2,150 2015 2018 10 50%253 5.0 3032.4 4.0 2654.8 4.0%1m 6m 12m 8.5-11.0-15.2-0.9-4.4-1.6 1 BU 2024-02-25 2 L4 2024-02-04 3 2024-01-29 S1090511040037 S1090523060001-40-30-20-10010Mar/23 Jun/23 Oct/23 Jan/24(%)汽车 沪深300 2 30 OEM 89 26 1 2 3 ZXBYwPsPtQpOrPoNqNpQpO9P9R7NsQrRmOtPeRrRnOeRmMrN9PnNzRNZrNtOuOnQpO 3.5 1.5 2.8.10 1.10 2.11 2.12 3.15.21.22 1.6 2.7 3.8 4.9 5.9 6%.9 7.10 8%.10 9.10 10%.10 11.11 12.12 13 OEM.16 14.17 1.5 4 2.13 3 2023H1.13 4 Preh GmbH 2023H1.14 5 GrammerAG 2023H1.15 6.17 7.19 8.20 9.20 10.21 11.21 5 1 1 2020 7 1-2021 2022 8 7500 2.0 62.5%75%2023 1 1 2.5%25%2023 40 45 16 25%1 1994/1/1 1 62.5%75%60%70%2 70%3 40-45%16-2020/7/1 6 7500 1 2023 50%3750 2 40%3750 3 1 2 SUV/8 5.5 1 2 10%40%30%7 2024 45%60%10%2 U.S.lRA,European Commission Critica lRaw Material Act CRM Anti-price dumping regulations Carbon Border Adjustment Mechanism CBAM Euro7 CBAM 2023 5 2023 10 1 2026 1 1 2026 CBAM/CBAM Euro7 2025 7 7 100000 80%160000 70%8 3 vehicle 2 2022 38.7%2383 2016 2017 2480 2020 1999 2022 2380 9 4 wind 2023 944.8 31.6%72.5%2020-2023 CAGR+92.7%2022 2023 95.7%37.6%5 6%wind wind 01,0002,0003,0004,0005,0006,0007,0008,000欧盟27国 北美自由贸易区 中国 日韩 其他33 50 77 125 121 132 351 687 944.83-20%0%20%40%60%80%100%120%140%160%180%01002003004005006007008009001,0001.3%1.8%2.7%4.4%4.7%5.2%13.3%25.6%31.6%0%5%10%15%20%25%30%35%2015 2016 2017 2018 2019 2020 2021 2022 2023渗透率 10 2023 295 13.5%23.0%2020-2023 CAGR+28.8%2023 153 37.8%2020-2023 CAGR+63.8%91.4%2023+41.6%7 8%wind wind 9 10%wind wind 1 2009 295.00 0%20%40%60%80%100%120%140%160%180%0.0050.00100.00150.00200.00250.00300.00350.002011201220132014201520162017201820192020202120222023欧洲 同比0.1%0.2%0.4%0.7%1.2%1.3%1.7%2.3%3.4%10.0%18.0%21.0%23.0%0.0%5.0%10.0%15.0%20.0%25.0%140.211.5-50%0%50%100%150%200%250%020406080100120140160180美国 墨西哥 加拿大 同比9.0%1.2%6.9%0.0%2.0%4.0%6.0%8.0%10.0%美国 墨西哥 加拿大 11 2009-2019 2019 11 2 2023 883.90 2020-2023 CAGR+16.1%2022 812.15 369.56 45.5 267.07 32.9 13.76 1.7 161.74 19.9 2022 24.6 20.7 90.99 76.34 11.7 43.23 7.7 6.9 5.6 76.73 20.8 2 4 100 12 12 2 2015 2,150 2015 2018 10 50 2012 2014 KSS TS 2022 23.8%2019 2022 58.4%1880 1964 1970 100 186.68 230.25 256.74 290.76 492.13 468.35 459.81 497.62 551.12 530.77 565.14 756.18 812.15 883.90-10%0%10%20%30%40%50%60%70%80%01002003004005006007008009001,0002010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023金额 同比 13 2 2022 2022 2022 2022 2008 AB 52.8%14.52%2009 MRP BRP 2011 COOPER 2012 ACUSHNET 2014 KACO 2015 WEGU FM 2016 AMK 2017 TFH 2005 DILL 55.50%29.75%15.57%2.08 2018 PEX TESONA 2019 MMS 2012 75.93%10.76%23.79%4.1 2013 IMA 2014 8.23%2.41 2016 KSS TS 2018 2015 24%21.19%2016 TDI 2019 Setrab AB 2018 Motus 81.85%22.18%2019 ATBB 7.43%18.20%2012 54.27%17.22%45.11%4.78 2019 SAM 45.68%26.28%2019 75.72%8.07%58.40%-2.14 ACUSHNET PRECIX TFH WEGU KACO 3 2023H1 2021 2022 2023H1 2021 2022 2023H1 2021 2022 2023H1 14 ACUSHNET PRECIX.2.99 3.56 3.70 0.46 0.54 0.37 2.98%2.83%2.93%TFH.18.70 23.23 24.40-0.11 0.22 0.12 5.02%4.81%4.63%WEGU.7.55 8.64 8.89 0.66 0.50 0.25 5.30%5.04%5.31%KACO.18.18 19.38 20.92 1.35 1.10 0.54 10.27%9.74%10.14%1 2 3 4 5/Preh GmbH 2022 89.8%4 Preh GmbH 2023H1 2021 2022 2023H1 2021 2022 2023H1 2021 2022 2023H1 1000 100%89.20 98.88 105.54 102.58 118.48 64.13 2.16 4.10 2.37 COO 2023 P2P(Plan to Profitability)VAVE 2023 2 15 5 GrammerAG 2023H1 2021 2022 2023H1 2021 2022 2023H1 2019 GrammerAG GrammerAG88.11%146.51 155.87 88.74 0.12-5.56-0.02 3 0 100 2022 330.83 86.62%76%222.19 30 OEM 50 100 89 26 2015 16 13 OEM Tetakawi 42.6/4.88 17 14 Tetakawi 2022 81.7%66.9%47.2%45.6%37.5%32.2%31.5%6 2022 2023 8 8.23 18 30 60 16.2 16.2 51.5 31.5%2020 8 600 2021 5 3000 2023 2 5000 2023 9 9500 1.81 22 25 170 26.1 69.5 37.5%2022 9 2 23H1 220 21.6 159.9 13.5%2021 10 2.7,5.95 23 25 16.75 84.8 19.8%18 2023 7 3.25,2025 16.75 2014 2023 4 1.8 2023 7 175/75/19.44 42.7 45.6%2021 3 IPO 2.23 2022 8 2.71 2023 10 4970 8.42 23 8 14 800T4500T 12.63 15.5 81.7%2021 2 400 2023 6 1.65 1.65 36 550 170/100 EPB 100 17.82 55.4 32.2%2023 8 360 11.56 2 360 1.4918 17.34 213.7 8.1%2021 4 1230 2022 12 2000 2000 2.16 42.9 5.0%2018 9,950 28,000 2020 12 3.35 3.35 36.18 76.6 47.2%2023 3 2.76 29.808 44.5 66.9%2022 5 800 0.864 315.8 0.3%7.2 1:1.5 1:2 19 2022 23.6%11.3%7 2022 2022 8 1.1 1.1 23 3 2.2 84.8 2.6%2020 12 2021 7 3000 2022 3.51 159.93 2.2%2022 4 5,100 51%2023 6 3.5 4.01 2019 130 170 112 43 43 8.02 213.48 3.8%2022 2 1500 1500 2023 2.34 47.78 4.9%2019 8 6000 2022 12 570 300 170 100 9.36 82.48 11.3%2023 10 2000 3.12 69.47 4.5%2024 1 8600 10.062 42.65 23.6%2022 3 7.8 1:1.5 1:2 20 18 2022 30.37 15.76 6.16 45.34%39.40%12.97%8 2021 2022 2023H1 100%50 6.21 11.30 0.19 10.97 15.76 0.03 8.44 8.42-0.04 100%6,286 18.93 20.89-0.28 13.37 30.37 1.02 22.58 17.13 0.20 100%4,404,619.61 3.33 5.45 0.15 3.78 6.16 0.21 3.43 3.34 0.09 2023 H1 2022 107.3%2022-0.22 2 9 2021 2022 2023H1 100%38,000 1.17 0.97-0.08 4.37 1.08-0.22 9.06 3.66-0.0002 51%6,440 1.28 0.96 0.04 1.66 1.02 0.05 1.54 1.04 0.01 2014 9 IKD Mexico 2023 4 28 2023 A 2023 7 3000T5000T 14 800T4500T 21 2023 H1 1.78 8.87 2022 40.3%10 2021 2022 2023H1 100%41450.91 4.68 1.76-0.13 6.32 2.76 0.05 8.87 1.78-0.07 2023 H1 3.51 2022 64.8%11 2021 2022 2023H1 100%61,090.22 0.78 0.77-0.00 2.13 2.00-0.09 3.51 3.25-0.15 2020 7 1-USMCA 2021 2022 8 7500 2022 38.7%2383 2016 2017 2480 2020 1999 2022 2380 2023 944.8 31.4%72.5%22 2020-2023 CAGR 92.7%2023 883.90 2020-2023 CAGR+16.1%2022 76.73 7.7 20.8 2 4 100 2015 2,150 2015 2018 10 50 30 OEM 89 26 1 2 3 23 6-12 A 300 500 20%5-20%5%5%
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