资源描述
|2023 02 16 2022 2022 14.90 25.9%8.62 15.0%10.55 1.56%2022 12 161840T/D 7.43%2021 10.94 0.8%2022 1882.27/27.17%2022 2727.7/17.3%2022 12 30-35.48/855.41/-185.34/921.49/2023 2.95%3.5 2023 2500 8 1210 67 2023 2 12 37 843.56 2023 8.88 2.95%2023 2023 2023+2023 2023 800 S0680522050001-32%-16%0%16%2022-02 2022-06 2022-10 2023-02 300 2023 02 16 P.2 1 2022.3 2 2023.5 2.1.5 2.2.10 2.3.12 2.4.13 3.14.14 1 2022.3 2%.3 3%.3 4%.3 5/.4 6%.4 7/.4 8.4 9/.4 10/.4 11/.5 12/.5 13/.5 14/.5 15 2022 11.6 16 2022 11.6 17.8 18 2022 11 28 2023 2 12.8 19%.10 20 3%.10 21 2023.10 22 2023.11 23 2023.11 24 2023.11 25/.13 26%.13 27 2021.13 28%.13 29 2023.14 ZXFUzQsPpMpOqOmPtOrOoP8OdNbRsQmMnPsRiNrRtReRmNpQ7NqRpPMYnMnOMYsPqP 2023 02 16 P.3 1 2022 2022 2022 71%2022 2022 1-12 14.90 25.9%8.62 15.0%2022 10.55 1.56%1 2022 2%Wind 3%4%Wind 2022 2022 12 161840T/D 7.43%2021 2022 10.94 0.8%10-12 9168.6 8683.5 8939.7-3.43%-5.89%-5.59%71%21%8%-30%-20%-10%0%10%20%30%40%50%60%2017-022017-052017-082017-112018-022018-052018-082018-112019-022019-052019-082019-112020-022020-052020-082020-112021-022021-052021-082021-112022-022022-052022-082022-11:-30%-20%-10%0%10%20%30%40%50%2017-022017-052017-082017-112018-022018-052018-082018-112019-022019-052019-082019-112020-022020-052020-082020-112021-022021-052021-082021-112022-022022-052022-082022-11:-60%-40%-20%0%20%40%60%80%100%120%2018/12018/42018/72018/102019/12019/42019/72019/102020/12020/42020/72020/102021/12021/42021/72021/102022/12022/42022/72022/10浮法 玻璃 消费 量:累 计同 比 2023 02 16 P.4 5/6%27.17%2022 12 29 5434 1917 2022 2022 1882.27/27.17%7/8 2022 2727.7/17.3%3.63/17.3%4123.1/78.0%6187.0/35.2%9/10/Wind Wind 1600001620001640001660001680001700001720001740001760001780001 2 3 4 5 6 7 8 9 10 11 122021 2022-15%-10%-5%0%5%10%15%2018/12018/42018/72018/102019/12019/42019/72019/102020/12020/42020/72020/102021/12021/42021/72021/102022/12022/42022/72022/10浮法玻璃 产量:累计 同比05001000150020002500300035001 2 3 4 5 6 7 8 9 10 11 122021 2022 20230100020003000400050006000700080009000100001 2 3 4 5 6 7 8 9 10 11 122019 2020 2021 2022 2023050010001500200025003000350040001 2 3 4 5 6 7 8 9 10 11 122017 2018 2019 20202021 2022 202301000200030004000500060001 2 3 4 5 6 7 8 9 10 11 122017 2018 2019 20202021 2022 2023 2023 02 16 P.5 11/12/Wind Wind 2017 2022 12 30-318.45/-35.48/855.41/2022 12 30-415.15/-185.34/921.49/13/14/2 2023 2.1 11 21 2000 11 8 2500 11 28 1 2 3 A 4 REITs 5 2.52.72.93.13.33.53.73.94.11 2 3 4 5 6 7 8 9 10 11 122017 2018 2019 20202021 2022 20232000300040005000600070001 2 3 4 5 6 7 8 9 10 11 122017 2018 2019 20202021 2022 2023-500-300-1001003005007009001100130015001 2 3 4 5 6 7 8 9 10 11 122019 2020 2021 2022 2023-500-300-1001003005007009001100130015001 2 3 4 5 6 7 8 9 10 11 12/2019 2020 2021 2022 2023 2023 02 16 P.6 15 2022 11 2022/11/21 2023 3 31 2000 2022/11/23 1 2 3 4 5 6 7 8 2022/11/8 2500 2022/11/11 2022/11/28 1 2 3 H H 4 REITs 5 3.5 2023 2 14 33 224 3.5 2023 16 2022 11 12 12 6550 1 1000 1 600 1 600 1 300 6 3500 5 8 5 2800 1 1000 1 200 8 3 16 5300 2023 02 16 P.7 10 10 2600 22 2 300 10 4400 2 500 9 1600 2 8 2500 3 12 80 1 2 400 3 200 1 5 175 1 16.45 7 400 4 300 5 150 6 25 25 162 5 220 224 35853.45 2500 8 1210 67 2023 2 12 200 150 150 280 150 20 150 110 8 1210 67 2500 2023 02 16 P.8 17 200 20 150 15 20 12 150 20 280 150 150 110 1210 67 Wind 2023 2 12 37 843.56 A H 8 7 A H A 2023 18 2022 11 28 2023 2 12/2023/1/19 7.47 18 2015-81 2023/1/11 2.20 4.37 2023/1/7 2.02 17 2023/1/6 11.48 28 2023/1/3 35.7 51%2022/12/31 8.19 125 14 2022/12/30 9.10 28 2022/12/30 3.41 35 H2 H4-15 D1C-108#116#A4-2 2022/12/29 124 100%100%100%100%2022/12/26 9.99 3 2022/12/22 13.04 30 2022/12/22 22.6 100%22.6 0.1 22.5 2023 02 16 P.9 2022/12/20 3.61 16 2022/12/20 8.40 8.45 2022/12/20 2.69 5.51 2026 2022/12/19 46.08 90%2022/12/18 2.35 4.17 2022/12/18 50.00 69.35%2022/12/17 30%100%24%2.89%2022/12/16 30%100%10%2022/12/15 55.50 50%50%100%2022/12/13 2.68 2.06 2022/12/12 5.60 17.36 2022/12/9 8 100%2022/12/9 6.00 30 2022/12/8 30%2022/12/7 17.80 42.35 2022/12/6 5.39 10.25 2022/12/6 2.85 13.41 K6 K15 2022/12/6 6.35 60 G82 2022/12/6 15.62 100%2022/12/6 30%2022/12/5 30%2022/12/2 2022/12/1 20%2022/11/30 30%2022/11/30 0.45 7.15 2023 02 16 P.10 2022 2.38 2023 2.95%1 TTM 2016 3 2021 Q3 2022 11.0 8.5%2 2022 2.38 21.7%2022 30%21.7%3 2023 8.52 2023 15%8.88 2.95%19%20 3%Wind Wind 21 2023 2019 95941.53 101105.69 5164.15 2020 91218.23 102680.82 11462.59 2021 101411.94 106887.13 5475.19 2022 86222.22 110040.55 23818.33 2023E 88762.35 85189.60 Wind 2.2 2023 7360T/D 10980T/D 9450T/D 2023 1-2-60%-40%-20%0%20%40%60%80%050001000015000200002500030000350002017-022017-072017-122018-052018-102019-032019-082020-012020-062020-112021-042021-092022-022022-072022-12房屋竣工 面积:单月 值 房屋竣工 面积:单月 同比-40%-20%0%20%40%60%80%2010-022010-102011-062012-022012-102013-062014-022014-102015-062016-022016-102017-062018-022018-102019-062020-022020-102021-062022-022022-10房屋新开 工面积：滞后3 年 累计同 比（TTM）房屋竣工 面积：累计同 比（TTM）2023 02 16 P.11 22 2023()1200 600 2023 1 700 2023 1 30 1000 2023 600 2023 500 2023()1000 2023 260 2023 1 6 900 2023 1 7 600 2023 1 13 10 7360 23 2023()1200 2023 880 2023 1200 2023 600 2023 600 2023 700 2023 700()600 2023 700 2023 700()800 2023 1000 1300 13 10980 24 2023()800 800 800 1200 600 2023 450 2023 2 5 600 2023 1 31 1000 2023 2 600 2023 2 6 700 100 600 600 2023 600 2023 14 9450 2023 02 16 P.12 2.3 1 20 2022 2-3 2 3-4 1 1-2 8-9 2 6-7 1 2022 5 4 2 3-5+1 2 3+2023 02 16 P.13 25/26%2.4 2022 47%37%7%2022 3243 2021 50 43380/75880/32500/27 2021 28%2023 2023 800 1000150020002500300035001 2 3 4 5 6 7 8 9 10 11 122019 2020 2021 2022 20230%20%40%60%80%100%120%140%160%2022/8/1 2022/10/1 2022/12/1 2023/2/1 37%12%10%5%5%1%30%78%80%82%84%86%88%90%92%05001000150020002500300035002017 2018 2019 2020 2021 2022产能 产量 产能利用 率 2023 02 16 P.14 29 2023/500 2023 6 200 2023/9/30 60 2023/6/30 20 2023/3/31 20 2023/6/30 800 3 1 8 26 17400T/D 2 27730T/D 2023 02 16 P.15“”,“”“”6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%26 3 100032 010-57671718 868 One56 1 10 200120 021-38124100 1115 330038 0791-86281485 100 24 518033 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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