资源描述
|2023 11 06/2023/10/28-11/3 10 86.65 3.5-3.8/0.8%20-30/20-50/10 11 2-4 6-9 Q5500 735/10/279.65/6.36/72.50%0.12pct 2086/3.6/307 20.528/252 55 120.21+0.01%+5.64%82.32%+0.23%83.66%+0.01%1 10 86.65 2 7800-8800/3.5-3.8/Q3 3 1 2 3 11 1 B C+C%106 2.0 908.1 1.1 767.2 1.1%1m 6m 12m-5.8-8.4-1.5-2.9 2.6 0.2 1 2023-10-29 2 2023-10-22 3 2023-10-15 S1090517070008 S1090523070010-100102030Nov/22 Feb/23 Jun/23 Oct/23(%)建材 沪深300 2.5 1.5 2.5 3.6.7 1.7 2.8 1.8 2.8 3.8 5.12 6.14 7.16.17 1.17 2.18.21 1 H H 10%.21 2.21 3.21 4.21 5 A.21 6.21 7 20.01.22 8 6 1.05%A.22 9.22 10 8.82 2.46%.22 11 5.28 6.03%.22 12 A 134.80 24.77%.22 13 6.84 6.00%.23 YWFUvMmRtQqRqOtQmRoRnM8OdNbRtRpPmOoNkPqRmNkPoOoR9PmMzRxNrNrRvPoMpO 3 14 12.25 12.77%.23 15 33.49 7.31%.23 16 26.91 17.75%.23 17 158.85 41.64%.23 18 725.95 8.77%.24 19 23.88 2.47%.24 20 2.31 32.96%.24 21 49.83 5.86%.24 22 42.76 3.94%.24 23 8.06 9.61%.24 24 4.76 3.41%.25 1 P.O42.5/.11 2/.11 3 P.O42.5/.11 4 P.O42.5/.11 5 P.O42.5/.11 6 P.O42.5/.11 7 P.O42.5/.12 8 P.O42.5/.12 9%.12 10/.13 11/.13 12/.14 13/.14 14.14 15/.15 16/.15 17/.16 18.16 4 19.16 20 PVC PPR HDPE/.16 21/.16 22/.17 23 LNG/.17 24/.17 25/.17 26.17 27.18 28.18 29 PE 2023.18 30 PE 2023.18 1.9 2.18 3 2023.26 5 1 0.8%20-30/20-50/10 11 2-4 6-9 Q5500 735/10/279.65/6.36/72.50%0.12pct 2086/3.6/307 20.528/252 55 120.21+0.01%+5.64%82.32%+0.23%83.66%+0.01%1 10 86.65 2 7800-8800/3.5-3.8/2 Q3 3 1 2 3 11 1 B C 6+C 3+C+2023-2024 EPS 0.89 0.98 2023-2024 EPS 0.71 0.84+C 2023-2024 EPS 1.33 1.65 BIPV+/2023-2024 EPS 0.12 0.35 B B+2023-2024 EPS 0.46 0.59+7 2023-2024 EPS 2.27 2.63+2000 2023-2024 EPS 1.33 1.72+2023-2024 EPS 1.29 1.46 1+N+2023-2024 EPS 0.70 0.88 85%23 2023-2024 EPS 0.76 0.96 1 1 8 2 10 PMI 49.5%0.7 PMI 50.7%0.9 PMI 48.7%47.9%0.9 0.1 PMI 5 3 17 GDP 5.2%13 3 9 17 6.6%2 1 1 2023 11 1 2 1 25 3 1 20-30/2023 11 15 2024 3 15 2 10-20/3 30/4 20-30/9 4 0.8%20-30/20-50/10 11 2-4 6-9 1 2-3 1-2 10-20/2 1-3 11 4 2023 11 1 2024 3 31 30/2-3 2 4 11 4-5 8 7 5-10/7 7-8 7-8 15/8-9 7-9 7-8 4-6 15-20/11-12 10 6-8 5/15/5 5-6 11 20-30/2023 11 15 2024 3 15 120 6-8 10 20/20/8-9 10/6-7 20/5-6 7 10-20/6-7 6-7 6 20-30/5-7 60%-70%30/6-7 30/5-6 10-20/5-6 3-4 7 5-6 5-6 2023 12 1 2024 3 10 100 5%-10%5-6 3-4 2023 11 10 2024 3 10 120 1-2 11 1 150 7-8 20-30/60/7 7-8 11 13 30/11 15 50%10%7 6-7 30/5 50/30/4-5 11 2-4 60 67%P.O42.5 Q5500 735/10/279.65/6.36/100kg 1 P.O42.5/2/wind P.O42.5 3 P.O42.5/4 P.O42.5/5 P.O42.5/6 P.O42.5/200300400500600700第1 周第3 周第5 周第7 周第9 周第11 周第13 周第15 周第17 周第19 周第21 周第23 周第25 周第27 周第29 周第31 周第33 周第35 周第37 周第39 周第41 周第43 周第45 周第47 周第49 周第51 周2014年 2015 年 2016年 2017年2018年 2019 年 2020年 2021年2022年 2023 年0.00200.00400.00600.00800.001,000.001,200.001,400.001,600.001502002503003504004505005502016/032016/062016/092016/122017/032017/062017/092017/122018/032018/062018/092018/122019/032019/062019/092019/122020/032020/062020/092020/122021/032021/062021/092021/122022/032022/062022/092022/122023/032023/062023/09水泥煤炭 价格差 动力煤价 格（右 轴）1502002503003504004505005506002009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/13 12 7 P.O42.5/8 P.O42.5/72.50%0.12pct 10 5 50%9%5 20231102 2059/10 26 17/-0.83%2086/2089/3.6/1502002503003504004505005506006502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/131502002503003504004505005506002009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/1301020304050607080902016/3/312016/6/302016/9/302016/12/312017/3/312017/6/302017/9/302017/12/312018/3/312018/6/302018/9/302018/12/312019/3/312019/6/302019/9/302019/12/312020/3/312020/6/302020/9/302020/12/312021/3/312021/6/302021/9/302021/12/312022/3/312022/6/302022/9/302022/12/312023/3/312023/6/302023/9/30 13 10/11/2021 2022 87.14%-1.51 67.83 1.71%51.31+5.93 13.07%0.2 85+%66+17.18 9.56/1200 14001600180020002200240026007月14日8月14日9 月14日10 月14日11 月14日12 月14日1月14日2 月14日3月14日4月14日5月14日6月14日7月14日8月14日9月14日10 月14日华北 华东 华中 华南东北 西南 西北 全国100015002000250030003500第1周第3周第5周第7周第9周第11周第13周第15周第17周第19周第21周第23周第25周第27周第29周第31周第33周第35周第37周第39周第41周第43周第45周第47周2015 2016 2017 2018 20192020 2021 2022 2023 14 12/13/Wind 307(20.528/252 55 20231102 17.18 26 2023107-1102 120.21+0.01%+5.64%20231102 33470/20231027-1102 23.48-0.06%20231102 82.08%26 83.7%26 20231027-1102 82.32%+0.23%83.66%+0.01%14 6 050010001500200025003000350040002009/06/122010/02/122010/10/122011/06/122012/02/122012/10/122013/06/122014/02/122014/10/122015/06/122016/02/122016/10/122017/06/122018/02/122018/10/122019/06/122020/02/122020/10/122021/06/122022/02/122022/10/122023/06/12全国平均-400-200020040060080010001200140016002018/052018/072018/092018/112019/012019/032019/052019/072019/092019/112020/012020/032020/052020/072020/092020/112021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/092022/112023/012023/0301000200030004000500060007000800090002009/042009/102010/042010/102011/042011/102012/042012/102013/042013/102014/042014/102015/042015/102016/042016/102017/042017/102018/042018/102019/042019/102020/042020/102021/042021/102022/042022/102023/042023/10 15 2400tex 3300-3400/2400texSMC 3700-4000/2400tex 5700-6800/2400tex 3300-3400/2400tex 3400-3500/2000tex 3700-4800/PCB 7800-8800/3.5-3.8/15/16/3,5004,5005,5006,5007,5008,5009,5001月 2 月 3月 4 月 5月 6月 7 月 8月 9月 10月 11月 12月2014 2015 2016 2017 20182019 2020 2021 2022 20233,0003,5004,0004,5005,0005,5006,0006,5001 月 2月 3 月 4月 5 月 6月 7 月 8月 9月 10月 11月 12月2014 2015 2016 2017 20182019 2020 2021 2022 2023 16 17/18 11 2 677/2.42%19 7 20 PVC PPR HDPE/21/Wind Wind 3,5005,5007,5009,50011,50013,5001 月 2 月 3 月 4月 5月 6 月 7月 8月 9月 10月 11 月 12 月2014 2015 2016 2017 20182019 2020 2021 2022 20230204060801002017/102018/012018/042018/072018/102019/012019/042019/072019/102020/012020/042020/072020/102021/012021/042021/072021/102022/012022/042022/072022/102023/012023/042023/072023/10库存（万 吨）0204060801001 月 2 月 3 月 4 月 5 月 6 月 7 月 8 月 9 月 10 月 11 月 12 月2018 年 2019 年 2020 年2021 年 2022 年 2023 年050001000015000200002015/032015/062015/092015/122016/032016/062016/092016/122017/032017/062017/092017/122018/032018/062018/092018/122019/032019/062019/092019/122020/032020/062020/092020/122021/032021/062021/092021/122022/032022/062022/092022/122023/032023/062023/09PVC PPR HDPE05001000150020002500300035002014/122015/042015/082015/122016/042016/082016/122017/042017/082017/122018/042018/082018/122019/042019/082019/122020/042020/082020/122021/042021/082021/122022/042022/082022/122023/042023/08国废均价 17 22/23 LNG/Wind Wind 24/25/Wind Wind 1 0.43%1.98%2.12%0.88%0.85%0.48%-1.09%-2.25%-2.94%-5.27%26 iFinD 2021 010002000300040005000600070002014/052014/102015/032015/082016/012016/062016/112017/042017/092018/022018/072018/122019/052019/102020/032020/082021/012021/062021/112022/042022/092023/022023/07全国均价 重交沥青建筑沥青 改性沥青01000200030004000500060007000800090002014/032014/082015/012015/062015/112016/042016/092017/022017/072017/122018/052018/102019/032019/082020/012020/062020/112021/042021/092022/022022/072022/122023/05LNG价格05000100001500020000250002018/012018/042018/072018/102019/012019/042019/072019/102020/012020/042020/072020/102021/012021/042021/072021/102022/012022/042022/072022/102023/012023/042023/072023/10钛白粉均 价05000100001500020000250003000035000400002018/062018/092018/122019/032019/062019/092019/122020/032020/062020/092020/122021/032021/062021/092021/122022/032022/062022/092022/122023/032023/062023/09环氧树脂 均价5%4%4%2%2%1%1%1%1%1%1%0%0%0%0%0%0%0%-1%-1%-1%-1%-1%-1%-1%-1%-2%-2%-3.0%-2.0%-1.0%0.0%1.0%2.0%3.0%4.0%5.0%6.0%传媒电子食品饮料农林牧渔医药生物计算机轻工制造机械设备综合休闲服务化工国防军工公用事业采掘商业贸易汽车非银金融交通运输通信有色金属电气设备建筑装饰银行纺织服装家用电器钢铁房地产建筑材料 18 27 28 iFinD iFinD 2021 2023 13 A 34.39 23.23 19.22 17.15 16.89 16.75 12.06 10.46 10.36 29 PE 2023 30 PE 2023 iFinD 2021 iFinD 2021 2 12.15%5.32%5.29%5.17%3.92%-19.62%-13.42%-12.21%-10.13%-9.92%2 1 12.15%4.54%56.27%2 5.32%4.00%53.41%3 5.29%2.28%52.48%4 5.17%1.99%44.52%5 3.92%1.39%44.43%6 3.71%1.35%40.25%1.98%0.85%0.43%0.03%-2.12%-3.0%-2.0%-1.0%0.0%1.0%2.0%3.0%创业板指 深证成指 上证综指 中小板指 建材行业0.88%0.85%0.48%-1.09%-2.25%-2.94%-5.27%-6.0%-5.0%-4.0%-3.0%-2.0%-1.0%0.0%1.0%2.0%玻纤制造耐火材料玻璃制造其他建材管材水泥制造水泥制品40 36 33 32 29 28 27 26 21 21 20 20 18 18 16 15 15 14 14 14 13 13 13 13 13 12 10 8 7 6 4 051015202530354045计算机国防军工农林牧渔电子社会服务医药生物美容护理食品饮料传媒机械设备汽车商贸零售轻工制造综合电力设备纺织服饰基础化工环保钢铁通信公用事业家用电器建筑材料交通运输有色金属非银金融房地产石油石化煤炭建筑装饰银行34.3923.2319.2217.15 16.89 16.7512.0610.46 10.360510152025303540涂料水泥制品防水材料其他建材管材耐火材料玻纤制造水泥制造玻璃制造 19 7 3.51%1.34%39.84%8 3.30%1.23%36.44%9 3.16%1.19%33.83%10 3.07%0.98%29.90%11 2.75%0.96%29.28%12 2.58%0.94%28.54%13 2.52%0.72%28.01%14 2.34%0.69%24.80%15 2.31%0.54%22.26%16 2.17%0.49%21.24%17 ST 2.13%0.47%16.60%18 2.08%0.20%15.85%19 2.07%0.20%15.37%20 1.84%0.18%12.81%21 1.73%0.09%10.48%22 1.71%ST 0.00%9.91%23 A 1.50%ST 0.00%9.15%24 ST 1.43%0.00%8.26%25 1.39%0.00%8.08%26 1.31%0.00%7.35%27 1.27%0.00%7.35%28 1.11%0.00%7.02%29 1.10%0.00%5.96%30 1.06%0.00%5.89%31 1.01%-0.12%5.14%32 0.96%-0.13%4.33%33 0.90%-0.14%4.22%34 0.69%-0.14%2.70%35 0.67%-0.19%2.31%36 0.65%-0.19%1.85%37 0.57%-0.21%0.91%38 0.57%-0.21%0.37%39 0.44%-0.22%-1.10%40 0.38%-0.26%-2.14%41 0.33%-0.26%-2.24%42 0.32%-0.30%-2.62%43 0.22%-0.31%-3.32%44 0.19%-0.32%-3.77%45 0.14%-0.33%-3.92%46 0.11%-0.37%-3.97%47 0.00%-0.37%-5.68%48 0.00%-0.39%-5.72%49-0.23%-0.42%-7.18%50-0.28%-0.50%-7.29%51-0.40%-0.50%-7.50%52-0.40%-0.52%-7.90%53-0.43%-0.54%-8.22%54-0.63%-0.59%-8.30%55-0.73%-0.60%-8.82%56-0.77%-0.61%-9.70%57-0.81%-0.67%-9.79%58-0.82%-0.73%-10.75%59-1.06%-0.73%-10.84%20 60-1.07%A-0.74%-11.06%61-1.08%-0.75%-11.44%62-1.09%-0.78%-11.67%63-1.10%-0.81%-12.40%64-1.14%-0.83%-12.52%65-1.18%-0.85%-13.24%66-1.20%-0.86%-13.51%67-1.27%-0.91%-14.06%68-1.32%-0.95%-14.45%69-1.35%-1.00%-14.80%70-1.81%-1.05%-16.18%71-1.93%-1.06%-16.32%72-2.26%-1.19%-16.47%73-2.43%-1.23%-17.13%74-2.48%-1.30%A-17.23%75-2.73%-1.31%-17.91%76-2.76%-1.34%-19.37%77-2.86%-1.36%-19.42%78-2.90%-1.36%-19.60%79-3.02%-1.37%-20.44%80-3.18%-1.60%-20.53%81-3.45%-1.63%-20.69%82-3.48%-1.67%-20.85%83-3.55%-1.70%ST-21.81%84-3.79%-1.76%-23.18%85-4.22%-1.79%-27.29%86-4.83%-1.79%-28.55%87-4.86%-1.82%-28.57%88-4.91%-1.88%-28.90%89-5.22%-1.96%-28.98%90-5.46%-2.21%-31.34%91-5.67%-2.28%-31.77%92-6.23%-2.39%-36.80%93-7.19%-2.48%-40.68%94-9.92%-2.53%-43.06%95-10.13%-2.86%-47.89%96-12.21%-2.98%-53.36%97-13.42%-3.30%ST-54.68%98-19.62%-6.06%-64.03%Wind 21 1 H H 10%H 0.25/H 10%H 105%2 100%100%100%100%100%100%35 22.56 3 20 5 76.50 4 3.7 600 2023 10 25 72+24 10 30 2023 10 31 11 5 A 2022 10 0.7520 2021 7.89/7.82/38,022,814 74,752,851 38,363,172 75,421,994 6 22 1,000 7 20.01 20.01 100 10 10 450 100 8 6 1.05%A 2 3 1700 1.05%1100 0.70%6 9 2022 8 26 2025 8 25 10 8.82 2.46%2023 8.82,2.46%0.03,49.64%;0.02,42.48%3.55,12.02%-0.01,-0.01,11 5.28 6.03%2023 5.28,6.03%1.95,35.62%;1.06,14.89%1.39,21.26%-0.28,0.48,48.17%12 A 134.80 24.77%23 2023 134.80,24.77%14.67,11.14%;13.76,7.08%50.91,18.81%5.77,11.11%5.38,9.36%13 6.84 6.00%2023 6.84,6.00%0.03,102.3%;-0.08,93.59%1.94,38.20%28.62,100.39%-0.10,84.12%14 12.25 12.77%2023 12.25,12.77%-1.04,754.97%-1.14,47.74%4.40,9.41%-0.12,-0.11,85.77%15 33.49 7.31%2023 33.49,7.31%0.48,4.55%0.30,16.65%11.13,3.94%0.16,11.16%0.10,44.12%16 26.91 17.75%2023 26.91,17.75%0.83,39.96%0.64,63.81%10.04,23.09%0.44,170.56%0.32,173.80%17 158.85 41.64%2023 158.85,41.64%16.69,30.86%19.46,32.44%62.06,58.72%8.84,76.19%8.76,77.25%24 18 725.95 8.77%2023 725.95,8.77%0.11,99.54%-10.11,194.26%234.59,4.42%-3.99,-4.63,19 23.88 2.47%2023 23.88,2.47%0.81,15.67%0.72,130.28%9.02,1.73%0.42,11.21%0.40,32.73%20 2.31 32.96%2023 2.31,32.96%-1.22,110.04%-1.09,84.93%0.76,55.99%-0.46,320.13%-0.47,353.59%21 49.83 5.86%2023 49.83,5.86%0.60,54.21%0.40,66.28%16.78,17.25%0.05,95.37%-0.01,22 42.76 3.94%2023 42.76,3.94%-0.03,76.59%-0.23,17.75%15.93,3.39%15.04,104.71%-0.02,70.29%23 8.06 9.61%25 2023 8.06,9.61%6.68,12.68%6.33,14.63%2.44,9.51%2.14,12.16%1.91,19.44%24 4.76 3.41%2023 4.76,3.41%0.20,28.41%0.10,1.08%2.00,32.56%0.10,683.98%0.03,478.18%25 2023 1-9 430 2023 1-9 430 430 26 26 3 2023 2023Q1-Q3 600585.SH 990.43 16%86.72-30%81.57-32%600668.SH 20.65-20%1.28-31%1.13-18%600678.SH 2.38-8%-0.04-147%-0.05-131%600720.SH 56.80-12%5.43-36%5.44-36%600724.SH 25.27 11%1.61-8%1.52-8%600801.SH 241.65 11%18.74-16%18.24-14%600802.SH 14.95-21%-2.28-15%-2.30-10%601992.SH 725.95-9%0.11-100%-10.11-194%000401.SZ 223.44-18%-3.22-120%-4.47-129%000546.SZ 15.40-65%-0.76-134%-1.46-149%000672.SZ 48.77-6%7.01-17%5.66-46%000789.SZ 59.85-29%3.09-46%2.84-46%000877.SZ 803.87-19%0.51-99%-3.99-113%002233.SZ 41.16 0%6.14 487%5.15 149%603616.SH 3.17 9%-0.59 33%-0.57 35%605122.SH 14.60 24%0.05-90%0.03-93%000023.SZ ST 1.37-53%-0.67 27%-0.58 37%002205.SZ 2.31-33%-1.22-110%-1.29-85%002302.SZ 163.42-10%3.55-39%3.17-40%002596.SZ 12.25-13%-1.04-755%-1.14 48%002671.SZ 6.84-6%0.03 102%-0.08 94%003037.SZ 49.83 6%0.60-54%0.40-66%600293.SH 15.13 5%0.26 135%0.19 122%600586.SH 58.04 2%4.23 2%4.25 4%600819.SH 39.66 15%-0.91-413%-1.21-214%600876.SH 47.31 40%1.98-24%0.90 274%601636.SH 111.85 14%12.43 0%11.37-1%000012.SZ A 134.80 25%14.67-11%13.76-7%002613.SZ 12.72 11%0.90 214%0.85 333%300093.SZ 4.01 36%-1.73-16%-1.77-18%600176.SH 114.25-29%26.74-52%16.24-55%603256.SH 4.97 8%-0.44-204%-0.57-294%603601.SH 12.65 6%1.17-19%1.03-18%605006.SH 16.59-23%1.06-76%-0.23-106%002080.SZ 182.32 2%17.08-30%14.99-9%002201.SZ 12.39 23%0.25-10%0.26-6%300196.SZ 19.88-13%2.88-52%2.66-49%833580.BJ 0.73-4%0.13-12%0.13-12%839792.BJ 4.58-6%0.53-42%0.50-44%688119.SH 19.95-8%0.80-57%0.38-75%002066.SZ 33.49-7%0.48 5%0.30-17%002088.SZ 23.80-5%3.90-16%3.91-15%002225.SZ 40.51 9%2.08-4%1.94-1%002392.SZ 40.88 10%2.97 3%2.75 6%603856.SH 21.26 2%1.54 2%1.44 1%002372.SZ 37.46-10%8.74 14%8.47 15%002457.SZ 12.25-20%0.11-87%-0.02-103%002641.SZ 55.21-6%2.78 325%2.55 491%002694.SZ 6.86-17%1.36 252%-0.08 91%300198.SZ 2.98-21%-0.55 59%-0.61 50%300599.SZ 9.65-29%0.24-10%0.15-29%002271.SZ 253.60 8%23.54 42%21.72 43%27 2023Q1-Q3 300715.SZ 20.80 36%0.75 235%0.33 372%300737.SZ 62.41 5%0.82-6
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