资源描述
2023 03 07()S0350521080005 S0350121080056 1M 3M 12M 11.2%26.5%-6.3%300 6.1%17.1%-10.0%*2023-03-06*2023-03-06*2023-02-27*2023-02-27*2023-02-20 2014 3 2020 2022 PCB 2022 12 2021 75%2023 3%-4%34%21%16%12%10%7%1 2022 96.12GW 77.67%2022 49.83GW 2023 2023 2 2022 2702.1 3.6%705.8 99.1%2022 2022 2023-0.2362-0.1750-0.1139-0.05280.00830.069422/3 22/4 22/5 22/6 22/7 22/8 22/9 22/1022/1122/12 23/1 23/1玻璃玻纤 沪深300 2 2023/03/06 EPS PE 2021 2022E 2023E 2021 2022E 2023E 002080.SZ 23.94 2.01 2.48 2.88 16.92 9.65 8.31 600176.SH 15.40 1.51 1.73 1.96 12.09 8.90 7.86 300196.SZ 16.15 1.40 1.79 2.08 12.52 9.02 7.76 605006.SH 9.10 1.09 1.14 1.36 12.73 7.98 6.69 Wind WUAZvMrMmPrQpRmPnQrOoP7NaO9PoMpPpNmPjMpPoNfQqQvNaQrRyQxNsOnQxNmMpQ 3 1.5 1.1“”“”.5 1.2.6 2.8 2.1.8 2.2.10 2.2.1.10 2.2.2.12 2.2.3.14 2.2.4.15 3.16 4.18 5.19 4 1 2021.5 2.6 3/.7 4.7 5 2011.7 6 2011.8 7 2021%.9 8 2011.9 9 2011(%).9 10.11 11.11 12.11 13 GW.13 14.14 15.14 16%.14 17.14 18 2016-2026.15 19 2011.15 20 2022.15 21.16 22%.16 23/.17 24/.17 25%.17 1 2022.10 2“”.12 5 1 1.1 10 10 5 7 9“”“”2021 2021 34%21%16%12%10%7%5G“”1 2021 2021 6 1.2 2014 50GW 51.48GW 44%2017 2020 4 2014 3 2020 2022 2 PCB 2017 2 2020 11 2022 12 PCB 7 3/2017-2021 PCB 2021 PCB WECC 2021 PCB 511.66 28.4%2021 5350/20266/9444/4 5 2011 8 2 2021 624 15.2%6 2011 2.1 2021 75%OC NEG JM 75%9 7 2021%93%2021 580 15.5%2020 2021 15 90.2 8 2011 9 2011(%)2022 10 96 1 4.5 7 42.8 2022 12 30 2023 2 2 40 30 2023 3%-4%10 1 2022/6 6 1.5 6 10 6 3.8 3 15 6 15 10 10 15 10 5 12 3 3 2.2 34%21%16%12%10%7%2.2.1 2022 13.29 10%39.4%15%11 10 Wind 11 12 Wind Wind 2022 11 5 12 2 16 1.2.3.4.5.6.7.“”8.9.10.11.12.13.14.15.16.2500 5 REITs 2.2.2 GW 1 2022 96.12GW 77.67%83.46GW 12.66GW 2022 49.83GW 2023 2023 1 12.18GW 13 13 GW 1 2021 56%2 2017 1.16GW 7.72%2021 16.9GW 35.53%3 2021 12 15 450 400 4 2022 5 30 14 14 15 2.2.3 2022 2702.1 3.6%705.8 99.1%1kg 2-3kg 10%6%-8%2014 123/2020 171/16%17 Wind 2026 2850 2026 210/598 15 18 2016-2026 2.2.4 2022 188.37 11.93%35.03 14.54%2022 2022 12 19.06%25.81%19 2011 20 2022 Wind 16 3 2014-2017 2017-2020 2020 2023 2014 21 Wind 22%Wind 17 1 2 3 1 2021 39%20%2 2021 45%3 23/24/Wind Wind 25%Wind 18 4 2022 2022 2023 2023/03/06 EPS PE 2021 2022E 2023E 2021 2022E 2023E 002080.SZ 23.94 2.01 2.48 2.88 16.92 9.65 8.31 600176.SH 15.40 1.51 1.73 1.96 12.09 8.90 7.86 300196.SZ 16.15 1.40 1.79 2.08 12.52 9.02 7.76 605006.SH 9.10 1.09 1.14 1.36 12.73 7.98 6.69 Wind 19 5(1)(2)(3)(4)(5)(6)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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