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2023 02 17()S0350521080005 S0350121090066 1M 3M 12M 7.4%17.1%-17.7%300 6.5%17.5%-9.6%*2023-02-12*2023-02-07 2022 2022 21.2 2012 10.8%2023 2022 2023 3 2023 2023 2022 3.65 2022 2023 10 2022 2022 2023 2017-2021 CAGR 2.04%2017 21253.33 2021 25995 CAGR 4.1%CAGR 2.72%CAGR 10.35%2021-1.2%2004 2022 2023 2023-0.3568-0.2800-0.2032-0.1264-0.04950.027322/2 22/3 22/4 22/5 22/7 22/8 22/9 22/10 22/11 22/12 23/1水泥 沪深300 2 2023/02/17 EPS PE 2021 2022E 2023E 2021 2022E 2023E 600585.SH 30.06 6.28 3.18 3.54 6.42 7.95 7.14 000877.SZ 9.39 1.50 0.62 0.91 9.78 12.68 8.63 000672.SZ 13.35 2.67 1.20 1.78 7.38 9.22 6.20 600801.SH 16.76 2.56 1.61 2.22 7.48 8.43 6.11 Wind 2010-2012 2016-2018 2022 2022 ZXCXyRmRpMpOsMnOtOrOoP9PdN6MoMrRtRmPiNmMsQjMsQoO7NmMyRwMnOzQwMmMxO 3 1 2022.5 2 2023.7 2.1.7 2.2 2023+2022.8 2.3.10 3 2023.13 3.1.13 3.2.14 4.17 5.18 4 1 2022.5 2 2022%.5 3/.6 4/.6 5/.6 6/.6 7 2010%.7 8 2021%.7 9.8 10 2017-2021.11 11 2017-2021.11 12 2017-2021.11 13 2017-2021.11 14 2004%.12 15.13 16%.13 17.14 18 2010.15 19.15 20.16 1 2023 GDP.9 2 2023.9 3.10 5 1 2022 2022 2022 21.2 2012 10.8%2022 9 12 11 1 2022 2 2022%wind 2021 2022 2022-6 3/4/2022 2021 1000/2022 680 2021 1000 60%5/6/wind wind 7 2 2023 2.1 2021 30-40%25%-35%30%2010 2015-2017 2021 2022 2015-2017 7 2010%8 2021%wind wind 8 2.2 2023+2022 2023 2022 2023 5 2003 2018-2021 60%3 4.14 4.92 5.13 2022 10 2023 2023 2023 2022 3.65 2023 2022 1 6 9 wind 2023 31 8 23 20 2023 GDP 10 9 1 2023 GDP GDP%GDP%4.5/5 4 6.5 10 5.5/4 3 5.5 4 6.5 7 5.5 8 6 6.5 5.5 6 5 8 5.5 5 6 7 5.5 5 5.5 8 6 5 6 10 6/9.5 12 5.5 15 5 10 5.5 5 6 10/6 7 6 6 6/6 6 8 6 9 6 5 5.5 6 5.5/5 5.5 6 9 5.5 5 5/5 5.5 8/5/5/5 5 5.5/5.5 3 6.5 10 5.5 7 6 10 5.5 6 6 6 5.5 6 5/5.5/7 8 5.5/6.5 10 5.5 5.5 5 6 5.5 5 7 11 5.5 10 6 10 5.5 5 1 30 1 2 2023 1530 1 1271 6896 795 5646 15 550 43 416 wind 2022 9.4%3.69 2022 6 10 2022 10 2022 2023 2022 2023 2023 2022 2023 2.3 1 0.7 0.37 190 3 1/1.2/0.23/1.43/0.6/0.7/0.6/0.8/0.37/4E 13.1 0.019/0.38/2017 477.35 2021 528.07 CAGR 2.04%49.72/55.01/2017 21253.33 2021 25995 CAGR 4.1%2017-2021 12.7 15 CAGR 3.38%2020 2021 8000 11 10 2017-2021 11 2017-2021 2017-2021 10.23 11.7 CAGR 2.72%CAGR 10.35%35.84 37.54 CAGR 0.93%5 5 12 2017-2021 13 2017-2021 2022 7 2021 2035 16.2 29.9 CAGR 2.53%1.14%2017-2021 CAGR 12 2021 CAGR 2009 45.6%2012 20%2016 2018 3.3%2021-1.2%2022 14 2004%wind 2005 80%2022 79%2023 9 11 10 13 13 15 16%wind 2017 12 2018 wind 3 2023 3.1 2021 2022 2022 2021 2023 2023 2021 2023 14 17 wind 3.2 2000 1 2006 10.38 6 10 2014 18 2015 30%2015 65%2016 18-19 2022 18.23 2010 2010-2012 CR3 CR5 CR10 17.92%23.44%33.56%29.78%36.83%47.93%2016-2018 CR3 CR5 CR10 32.66%39.96%52.65%36.63%42.23%54.92%15 18 2010 19 2010-2012 2010 55 2013 150%2016-2018 2010 2018 19 2015 2016 8 5 2021 2016 2017 6 2021 2010 2018 2017 2022 2022 16 20 wind 17 4 2022 1.T 2.4 4 1.2.2023/02/17 EPS PE 2021 2022E 2023E 2021 2022E 2023E 600585.SH 30.06 6.28 3.18 3.54 6.42 7.95 7.14 000877.SZ 9.39 1.50 0.62 0.91 9.78 12.68 8.63 000672.SZ 13.35 2.67 1.20 1.78 7.38 9.22 6.20 600801.SH 16.76 2.56 1.61 2.22 7.48 8.43 6.11 Wind 18 5 1 2 2022 3 2022 2023 4 5 2019 6 6 2021 6 TMT 2021 2021 2 2021,300 300 300 300 20%300 10%20%300-10%10%300 10%R3/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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