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2009 1210 2023 03 27+3 17 88.44%82.29%66.17%78.26%959.19 1-2 2023 1.69 6.80%2021 2022 10.13 3-12 8443.03 1-2 8435 10 2023 2 2022 2022 10893 44%+2022 3 17 1.08 51.57%2.03 30.15%0.82 36.45%1.90 34.27%1 3 17 8.79%4.55%2.07%4.07%6.93%2022 1 2 22 3 S0360522120003%()53 0.01()10,023.08 1.07()8,857.64 1.25%1M 6M 12M-6.2%-2.2%-8.0%-2.3%-4.2%-1.5%(20230313-20230317)2023-03-18 20230306-20230310 2023-03-10 2023-03-04-18%-10%-2%6%22/03 22/06 22/08 22/10 23/01 23/032022-03-252023-03-24 300 2009 1210 1-2 2023 1.69 6.80%2 2022+2022 2022 1 2 22 3 WUFUvMtOmPmNpRtQmRrOnM8ObP7NoMmMnPmPiNrRnOeRtRyQ9PmMuMNZoNsNwMmPvM 2009 1210 3.6.6 1.6 2.7.8 1.9 2.15 3.17+“+”.19 pb.19.20 1.20 2.22 3.23.25“”.25“”.25.26.26 2009 1210 4 1.6 2 247.6 3.6 4.6 5.7 6 2021.7 7 2023 1-2 2021.8 8 2020.8 9 2020.8 10 2020.9 11 2020.9 12 GDP.9 13 2022 2023.11 14 2022 2023.11 15.12 16.13 17.14 18.14 19.14 20.15 21.15 22.15 23.15 24.15 25.15 26.16 27 PMI.17 28.18 29 1-2.18 30.19 31.19 32%.19 33.19 2009 1210 5 34.20 35.21 36.21 37.22 38 2022 3.31%.22 39 2022.22 40.23 41.23 42.23 43 2022.24 44 2022%.24 45/.24 46.24 47.25 48.26 49.26 2009 1210 6 1 3 1 2 247 Mysteel Mysteel 3 17 88.44%82.29%66.17%78.26%959.19 3 4 Mysteel Mysteel-400-2000200400600800/57.58020406080100120247 405060708090100247 247 010203040506070809087 87 2009 1210 7 5 Mysteel 2 2021 2021-2022 2021 2021 2021 6 10.33 2020 3198 3.00%2022 10.13 2021 1979 1.92%6 2021 Mysteel 1-2 2023 1.69 6.80%2021 80085090095010001050110011502020 2021 2022 2023 7000075000800008500090000950001000001050001100002013 年 2014年 2015 年 2016年 2017年 2018 年 2019年 2020 年 2021年 2022年 2009 1210 8 7 2023 1-2 2021 Mysteel 2022 10.13 3-12 8443.03 1-2 8435 10 8 2020 9 2020 Mysteel Mysteel 020004000600080001000012000140001600018000200001-2月 3月 4月 5 月 6月 7 月 8月 9月 10 月 11月 12 月2020 2021 2022 2023 0100200300400500600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 周第53 周2020 2021 2022 2023 250270290310330350370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 周第53 周2020 2021 2022 2023 2009 1210 9 10 2020 11 2020 Mysteel Mysteel 1 2023 12 GDP 2022 GDP 2023 GDP 2023 0.70%4.5%3 100 6 5G 1 0.20%9.5%10%PPP REITs 1.1%8%151 4.70%7%3527 4.42 1.56()3.20%7%3.5%6.5%125 300 PPP 10 4.30%6.5%3.45 1.4 8 39 10 5G 2 50556065707580859095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周第53周2020 2021 2022 2023 60708090100110120130140150160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周第53周2020 2021 2022 2023 2009 1210 10 4%6.5%2023 1000 2200 1870 4.5%6.5%100 15 2.60%6%2023 1123 3 4300 1100 1350 390 400 11%1.22%6%8000 500 3600 560 3.1%6%1 2023 2;3 4.5%6%4.70%6%2023 1580 4.09 6480 3.80%6%2023 507 1.32 2600.1 8500 4.30%6%100 5G 2 2.90%6%2023 248(4.40%6%6 5G 2.5 2.70%6%5G 1000 3000 500 1 1 4.20%6%6300 1700 470 1 11-1.90%6%5G 5000 5 631 2.90%5.5%2500 5000 360 G80 5G 2 4.30%5.5%640 4804 8%12%10%-0.2%5.5%2150 13 2.80%5%220 102 2.30%5%800 1.3 2009 1210 11 5000 3.1%5%1000 1 6%30%60%85%1.9%5%1530 8.4 1;5G 3.9%5%15000 3100 600 8000 5G 20 2.10%5%15 1.00%4%1600 8 40 2000 wind 2023 31 2022 2023 2.19 2 50%2 12 5700 12220 2023 2 21 86.1%9.6 5.7 83.9%15.7 2.8 13 2022 2023 14 2022 2023 10 10.51%38.40%76.50%86.10%0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%90.00%100.00%正月初十 正月十七 正月二十四 二月初二2022 2023 14.69%43.30%68.20%83.90%0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%90.00%正月初十 正月十七 正月二十四 二月初二2022 2023 2009 1210 12 87.3%10.7 88.2%84.1%15 2022 2023 2022 2023 2022 9.4%8 2023 0.0%2.0%4.0%6.0%8.0%10.0%12.0%14.0%16.0%18.0%20.0%76.0%78.0%80.0%82.0%84.0%86.0%88.0%90.0%基建 房建 市政 基建 房建 市政开复工率 劳务到位率%2009 1210 13 16 wind 2023 2022 10893 2021 44%2022 47 4577 100 13 34 20 1 12 500 2.5 1.23 4.1 3500 1605 1.4 18169 87%529 622 6.3 11564 2021 44%2036 3204 2022 4179 2023 2023 0%2%4%6%8%10%12%14%16%18%20%-30%-20%-10%0%10%20%30%40%2020-022020-032020-042020-052020-062020-072020-082020-092020-102020-112020-122021-012021-022021-032021-042021-052021-062021-072021-082021-092021-102021-112021-122022-012022-022022-032022-042022-052022-062022-072022-082022-092022-102022-112022-12:%:%2009 1210 14 17 wind 2020 2022 2022 15.50%2023 18 19 wind wind 2022 2023 2021 2021 2022 20GW 2022 2022 82.5GW 2021 4.5 0.002,000.004,000.006,000.008,000.0010,000.0012,000.00:020406080100120140160:/-80-60-40-20020406080100120140:%2009 1210 15 20 21 2 2021 2 2021 7 2021 5 2022 22 23 wind wind 24 25 wind wind 0.05.010.015.020.025.030.035.021Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23M1 23M2 GW 7.3 16.9 11.3 18.7 2.20.05.010.015.020.022Q1 22Q2 22Q3 22Q4 23M1 GW-20020406080050,000100,000150,000200,0002020-022020-042020-062020-082020-102020-122021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-02:%-100-50050100150200050,000100,000150,000200,000250,0002020-022020-042020-062020-082020-102020-122021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-02:%-100-5005010015005,00010,00015,00020,00025,00030,0002020-022020-042020-062020-082020-102020-122021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-12:%-50050100150020,00040,00060,00080,000100,000120,0002020-022020-042020-062020-082020-102020-122021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-02:%2009 1210 16 2022 11 26 2022 5 15 20 2022 11 8-2500 2022 11 23 2022 11 28-H REITs 2023 1 10 21 2023 2 20 2023 2 24 2023 2 25 2023 3 3 16 5.5 2022 1200 22%2023 1 400 23%2023 2009 1210 17 2022 11 2023 1 30 REITs 2022 2022 12 4.26%1.37 2008 2022 2023 3 2023 2 PMI PMI 52.6%2.5 21 18 PMI 52.8%52.2%2.3 3.3 PMI 5 56.7%54.1%50.2%52.0%49.8%27 PMI wind 2022 7 11 2022 4.7 2021 1.7 33.8%2023 1 1 4.9 9227 0.01.02.03.04.05.06.07.08.046.048.050.052.054.056.058.0PMI 生产 新订单 原材料库存 从业人员 供应商配送时间2023 2 PMI%2009 1210 18 5.98 1 9.4%28 29 1-2 wind wind 3 17 2023 3 27 0.25 36.70 0.005.0010.0015.0020.0025.0030.0035.0040.0045.002020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11:%-5,000.000.005,000.0010,000.0015,000.0020,000.0025,000.0030,000.0035,000.0040,000.002007-022007-122008-102009-082010-062011-042012-022012-122013-102014-082015-062016-042017-022017-122018-102019-082020-062021-042022-022022-12:():2009 1210 19+pb 2022 3 17 1.08 51.57%2.03 30.15%0.82 36.45%1.90 34.27%30 31 Mysteel wind wind 2022 55.97%;32%33 wind wind 2023 2022-50005001000150020000.50000.70000.90001.10001.30001.50001.70001.9000 PB(LF,)pb_lf/-50510152005001000150020002500300035004000450050002016-03-012016-07-012016-11-012017-03-012017-07-012017-11-012018-03-012018-07-012018-11-012019-03-012019-07-012019-11-012020-03-012020-07-012020-11-012021-03-012021-07-012021-11-012022-03-012022-07-012022-11-01 close%50556065702010Q12010Q32011Q12011Q32012Q12012Q32013Q12013Q32014Q12014Q32015Q12015Q32016Q12016Q32017Q12017Q32018Q12018Q32019Q12019Q32020Q12020Q32021Q12021Q32022Q12022Q3801040.SI()40.00%45.00%50.00%55.00%60.00%65.00%70.00%0.005000.0010000.0015000.0020000.0025000.002010 年2011 年2012 年2013 年2014 年2015 年2016 年2017 年2018 年2019 年2020 年2021 年2022Q3/2009 1210 20 34 PB(LF)2023-03-17 PB(LF)2023-03-17 PB(LF)2023-03-17 PB PB 000717.SZ 0.73 5.93 1.64 125%713%002110.SZ 0.60 2.92 1.11 86%388%600782.SH 0.53 1.89 0.81 52%255%000932.SZ 0.81 2.71 1.14 41%236%601686.SH 1.60 4.37 2.20 37%172%000898.SZ 0.48 1.08 0.63 31%122%601005.SH 0.67 1.34 0.86 28%101%605158.SH 1.63 3.60 2.03 24%120%600231.SH 0.79 1.82 0.98 23%130%000959.SZ 0.66 1.61 0.80 22%145%600307.SH 0.88 1.66 1.05 19%87%600808.SH 0.77 1.65 0.91 19%115%601003.SH 1.25 3.81 1.45 16%206%600126.SH 0.81 1.91 0.94 16%136%200761.SZ B 0.32 0.58 0.36 15%83%600569.SH 0.74 1.75 0.86 15%136%000778.SZ 0.68 1.07 0.77 13%57%000709.SZ 0.50 0.88 0.56 11%73%600019.SH 0.77 1.38 0.84 9%80%600022.SH 0.79 1.37 0.86 9%73%600282.SH 0.92 1.90 1.00 8%106%600010.SH 1.64 3.24 1.51-8%98%600581.SH 1.90 3.52 1.65-13%85%000761.SZ 0.91 1.30 0.77-15%44%603878.SH 1.84 2.16 1.34-27%17%wind 1 2023 2009 1210 21 35 wind 2016 2018 36 Mysteel 05010015020025085.000090.000095.0000100.0000105.0000110.0000115.0000120.00002021-01-042021-02-042021-03-042021-04-042021-05-042021-06-042021-07-042021-08-042021-09-042021-10-042021-11-042021-12-042022-01-042022-02-042022-03-042022-04-042022-05-042022-06-042022-07-042022-08-042022-09-042022-10-042022-11-042022-12-042023-01-042023-02-042023-03-04 1973 3=100:62%:CFR(MBIOI-62%)/50005500600065007000750080008500020040060080010001200140016002014-01-012014-04-012014-07-012014-10-012015-01-012015-04-012015-07-012015-10-012016-01-012016-04-012016-07-012016-10-012017-01-012017-04-012017-07-012017-10-012018-01-012018-04-012018-07-012018-10-012019-01-012019-04-012019-07-012019-10-012020-01-012020-04-012020-07-012020-10-012021-01-012021-04-012021-07-012021-10-012022-01-012022-04-012022-07-012022-10-01Mysteel/2009 1210 22 37 wind 2 2022 2022 12.23%13.36%7.79%5.07%6.44%2022 10.13 1.92%9.6 3.31%2022 2022 2022 38 2022 3.31%39 2022 Mysteel Mysteel 2023 3 17 8.79%4.55%2.07%4.07%6.93%-15.00-10.00-5.000.005.0010.0015.0020.0025.0030.0035.0040.000.0010,000.0020,000.0030,000.0040,000.0050,000.0060,000.0070,000.0080,000.0090,000.00100,000.002017-022017-052017-082017-112018-022018-052018-082018-112019-022019-052019-082019-112020-022020-052020-082020-112021-022021-052021-082021-112022-022022-052022-082022-112023-02:%-10.00-5.000.005.0010.0015.0020.0025.0030.000200004000060000800001000001200002007-01-012008-01-012009-01-012010-01-012011-01-012012-01-012013-01-012014-01-012015-01-012016-01-012017-01-012018-01-012019-01-012020-01-012021-01-012022-01-01(%15002000250030003500400045001/10 2/10 3/10 4/10 5/10 6/10 7/10 8/10 9/10 10/10 11/10 12/102020 2021 2022 2023 2009 1210 23 2022 40 41 Mysteel Mysteel 3 2022 2022 63.79 34.10%2022 Q1-Q4 21.11 17.10 13.10 12.48 2022 2016 32%2022 60%42 wind 0200040006000-400-200020040060080010002022-01-012022-02-012022-03-012022-04-012022-05-012022-06-012022-07-012022-08-012022-09-012022-10-012022-11-012022-12-012023-01-012023-02-012023-03-01/0200040006000-400-200020040060080010002022-01-012022-02-012022-03-012022-04-012022-05-012022-06-012022-07-012022-08-012022-09-012022-10-012022-11-012022-12-012023-01-012023-02-012023-03-01/-15.00-10.00-5.000.005.0010.0015.000.002.004.006.008.0010.0012.0014.0016.0018.002014-12-012015-03-012015-06-012015-09-012015-12-012016-03-012016-06-012016-09-012016-12-012017-03-012017-06-012017-09-012017-12-012018-03-012018-06-012018-09-012018-12-012019-03-012019-06-012019-09-012019-12-012020-03-012020-06-012020-09-012020-12-012021-03-012021-06-012021-09-012021-12-012022-03-012022-06-012022-09-01(%)(%)2009 1210 24 43 2022 44 2022%320 2021()2020 900 853 850 700 2020 295.55 35%42%2021 61%80%2010-2022 2015-2016 2021 45/46 wind wind,177,691,371,606,450,178,182,18.3,12.5,11.3,11.7,8.1,10.6,7.6,9.2,5.7,3.7,1.101000200030004000500060007000(/-1500.0%-1000.0%-500.0%0.0%500.0%1000.0%2009 1210 25 2 47 PE ttm PB(LF)%393 6 0.81 51:47.16%;:29.12%;:11.13%;:6.9%239 9 0.92 57:37.69%;:20.6%;:12.5%143 6 0.53 53:12.4%;:10.07%;:9.53%;:5.55%;:3.81%;:3.1%;:2.46%69-18 0.79 53:63.38%;:21.62%;:8.56%;:1.11%127 18 0.60 58:37.83%;:14.21%;:14.2%;:10.22%;:6.14%;:2.06%;:1.31%;:0.08%72-18 0.73 54:34.5%;:21.5%;:17.96%;:7.91%148 9 1.85 64:56.03%;:19.23%;:10.86%;:6.75%wind PB LF PE(ttm)2023 3 17 2021 2022 Q3 2022 10893 44%2022 2023 2009 1210 26 48 PE ttm PB(LF)%2022 2023 166 11 0.68 51:29.61%;:28.24%;:21.78%;:20.37%wind PB LF PE(ttm)2023 3 17 2021 2022 Q3 49 PE ttm PB(LF)%1474 13 0.77 46:34.65%;:28.15%;:3.85%;:2.39%270-76 0.48 38:92.81%160-11 0.91 55:89.84%321 11 0.66 65:42.22%;:41.54%;:9.93%264 50 0.74 51:56.47%;:27.15%212-45 0.77 63:88.73%70-4 1.90 88:28.1%;:16.46%;:15.58%;:10.01%wind PB LF PE(ttm)2023 3 17 2021 2022 Q3 2009 1210 27 6 2 2021 2021 2021 2022 2022 7 Wind 2022 2022 2 2022 2023 2009 1210 28 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82756804 0755-82756803 0755-82871425 0755-83024576 0755-82871425 021-20572536 021-20572551 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572560 021-20572509 021-20572548 021-20572573 0755-82756805 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 29(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522 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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