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Table_MainInfo/2023 03 14 Table_InvestInfo Table_QuoteInfo-27.89%-22.15%-16.41%-10.67%-4.93%0.81%2022/2 2022/5 2022/8 2022/11 Table_ReportInfo 2023.02.19 2023.02.12 2023.02.06 Table_AuthorInfo:Email:S0850521050003:Email:S0850522060001 Table_Summary 1&2021 2 19-28.57 2021 4 11-6.43 2 2021 4 54.9%210.3%3 2020 12 2021 1 2020 11 2021 1-0.6%+5.8%+11.1%4“”2021 7 LA-Z-BOY LA-Z-BOY 2021 5 7/77.3%96.7%81.8%61.4%60.1%142.6%1 2 2017 10%-40%A 2 1.6 1.1.6 1.2.11 1.3.12 1.4.14 2.16 2.1.16 2.2.18 3.20 XVCXzQnQmPoPsMtQmRtMnM9PaO6MsQoOnPsRfQrRnOfQpOqNaQmNpOMYpNqOMYtQsN 3 1.8 2.8 3.8 4.8 5 8.9 6 8.9 7 8.9 8 8.9 9.9 10 YoY%.10 11%.10 12.10 13.11 14:%.11 15:%.12 16:%.12 17 YoY%.13 18 YoY%.13 19 YoY%.14 20 YoY.14 21 YoY.14 22 LA-Z-BOY%.15 23 Nitori YoY.15 24 Nitori YoY%.15 25 YoY.16 26 YoY%.16 27:7.17 28:7.17 29:7.17 30:7.17 4 31%.18 32%.18 33 PE Forward.19 34 2017.20 35 2019.20 5 1.6 2.6 3.7 4.16 5 2022 9.18 6 2022 7.19 6 1.1.1 2020 1-6 2020 7-12 2021 1-5 2021 11-2022 5 2022 6-9 2022 10 1 2020 1-6 2020 1 21 2020 1 31 2020 4 16 2020 6 8 5 39 2020 7-12 2020 12 6 5 6 23 59 2021 1-5 2021 3 8 CDC 2021 4 2 CDC 2021 11-2022 5 2021 11 8 2021 12 6 2021 12 6 24 2022 3 3 CDC 90%2022 6-9 2022 6 10 COVID-19 2022 8 11 CDC 5 2022 10 2022 10 13 90 2022 12 15 2023 1 5 CDC CDC Politico 8 4 2 2022 3 21 18 2022 7 7 8 2 2020 3 2020 5 2020 4 7 埼 7 2020 4 16 2020 5 25 1 3 2020 7 2020 8 2020 7 22 Go To Travel 2020 8 3 OK 2020 11 2021 3 2021 1 8 20 5000 7 2021 3 21 2021 3 2021 6 2021 4 5 2021 4 25 4 2021 6 20 9 7 2021 7 2021 9 2021 7 12 7 12 2021 9 30 19 8 2022 1 2022 6 2022 1 9 2022 3 21 18 2022 7 NHK 2020 1 20 6 2020 1 2020 3 2020 4 2020 10 2020 11 2021 3 2021 3 2021 10 2021 11 2022 3 2022 4 3 2020 1 2020 3)2020 1 20 2020 2 23 2020 2()23 2020 4 2020 10 2020 4 19 5 5 5 6 2020 6 3 COVID-19 2020 8 19 50 100 2020 8 23 17 2020 11 2021 3 2020 11 1 3 1.5 2.5 11 7 2021 1 11 2 2021 3 2021 10)2021 6 11 7 4 7 24 2021 7 12 2 4 18 2 1 2021 11 2022 3 2021 11 1 10 12 2022 1 26 10 7 2022 4 2022 4 1 2022 4 18 2022 5 2 2022 6 1 2020 2 8 2022 6 8 3 1 2023 1 2 2020 4 16(Opening up America again)2021 1 8 2020 5 25 2021 1 2021 2 8 2021 7 13 1 02000004000006000008000001000000010203040506070802020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11:2020 4 16(Opening up America again)2021 1 8 Wind 2 05000010000015000020000025000030000001020304050602020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11:2020 5 25 2021 1 Wind NHK 3 01000002000003000004000005000006000007000000204060801002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11:2021 2 8 2021 7 13 Wind 4 02000400060008000100001200014000160000204060801002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11:Wind 2022 1-2 2021 11 8 2022 3 21 2022 4-5 2022 12 2022 1-2 9 5 8 02000004000006000008000001000000010203040506070802020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11:2021 11 8 Wind 6 8 05000010000015000020000025000030000001020304050602020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11:2022 3 21 Wind NHK 7 8 01000002000003000004000005000006000007000000204060801002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11:2022 4-5 Wind 8 8 02000400060008000100001200014000160000204060801002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11:2022 12 Wind 2020 2022 3 Opening Up America Again 2020 4 13-46.14 2020 7 3-11.43 2021 2 19-28.57 2021 4 11-6.43 2022 1 7-21.43 2022 2 20-10.43 20Q2 10.1%20Q3 1.9%2021 21Q1-22Q1+10%Table_PicPe 9-60-50-40-30-20-10010203001020304050607080:Wind Our World in Data 10 10 YoY%-20%-10%0%10%20%30%40%50%60%:YoY:YoY Wind 11%0%50%100%150%200%:2019:2019 Wind 2020 5 13 2020 6 21 47.22 25.93-33.57-11.29 2021 2 28 50.93 2021 3 13 42.59 2021 3 2-16.71 2021 3 20-8.86 12-70-60-50-40-30-20-1001020300102030405060:Wind Our World in Data 2020 10 12 2020 10 11 60.19 2020 10 25 51.39-11.00-5.86 2021 1 1 66.20 2021 7 1 36.57-25.43 9.58 2022 7-9 11 13-40-30-20-100102030405060700102030405060708090:Wind Our World in Data 1.2 2020 4 19.7%60.0%2021 4&54.9%210.3%2021Q2 14:%-19.7%54.9%-60.0%210.3%-200%-100%0%100%200%300%400%500%600%700%800%Wind 2020 1 2021 9 2021 10 2020 4-12.7%+16.0%-73.9%-37.9%-1.8%2022 5+9.1%+0.2%+53.8%+27.3%-4.9%12 15:%-12.7%9.1%-37.9%27.3%-100%-50%0%50%100%150%200%Wind 2020 3-6.8%-5.4%+9.8%-40.3%+1.0%-0.7%2020 4 17 82.41 2020 5 20 39.81 2020 5+0.2%+12.8%+31.7%-11.0%+19.1%-3.1%2020 5 12 24%-32%2021Q3 21M7+7.2%+11.6%22M11-16.0%+3.6%16:%-6.8%0.2%11.6%3.6%9.8%31.7%7.2%-16.0%-60%-40%-20%0%20%40%60%Wind 1.3 3 IRS 13 3 2020 4 1200/2020 12 2021 1 600/2021 3 1400/2020 12 2021 1 2020 11 2021 1-0.6%+5.8%+11.1%17 YoY%-0.6%5.8%11.1%-100%-50%0%50%100%150%200%250%2020 4 1200/2020 12 2021 1 600/2021 3 1400/Wind 3 2020 4 10 2021 11 18 10 2021 10 12 2.3%6.5%10.5%18 YoY%2.3%6.5%10.5%-50%-40%-30%-20%-10%0%10%20%30%40%50%2020 4 10 2021 11 18 10 Wind NHK 2020 4 30 COVID-19 12.2 710 5 2021 8 30 88%25(1388.65)9 6 2022 5 11 370 600 3.18 2022 5 6 14-9.8%-8.5%19 YoY%-9.8%-8.5%-20%-10%0%10%20%30%40%2020 4 30 COVID-19 12.2 710 5 2021 8 30 88%25(1388.65)9 6 2022 5 11 370 600 3.18 Wind 1.4 2021 7 LA-Z-BOY LA-Z-BOY/2020 5 7 29.8%35.9%12.8%16.4%26.3%37.4%2021 5 7 77.3%96.7%81.8%61.4%60.1%142.6%FY2022Q3 20 YoY-40%-20%0%20%40%60%80%100%0204060802020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11:%LA-Z-BOY%Wind 21 YoY-50%-25%0%25%50%75%100%-100%-50%0%50%100%150%200%250%2020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11%LA-Z-BOY%Wind 15 22 LA-Z-BOY%-60%-40%-20%0%20%40%60%80%100%120%140%160%LA-Z-BOY FY2020Q3-FY2023Q2 2020M5-M8 2020 5 21 40.74 2020 7 22 25.93 Nitori+22.3%2021 8 Nitori 2021M5-M8-12.5%2022M8-M11+11.9%Nitori 23 Nitori YoY-15%-10%-5%0%5%10%15%20%25%0102030405060:Nitori%Wind Nitori FY2019Q3-FY2023Q3 FY2022Q1 Nitori 24 Nitori YoY%-50%-40%-30%-20%-10%0%10%20%30%40%50%Nitori Wind Nitori FY2019Q3-FY2023Q3 FY2022Q1 Nitori Enex 2020 Hanssem Enex 2020 Hanssem+11.3%+26.3%+22.7%+27.1%Enex-45.0%-35.6%-37.3%-17.8%2022 Hanssem Enex 2022 Hanssem-4.9%-12.1%-10.9%Enex-19.8%-9.1%-3.0%2022 1+0.4%2022 9-4.9%16 25 YoY-50%-40%-30%-20%-10%0%10%20%30%40%020406080100:Hanssem%Enex%Wind Hanssem2020 2021 2022 Enex2020-2022 26 YoY%-50%-40%-30%-20%-10%0%10%20%30%40%2020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-11 Hanssem Enex Wind Hanssem2020 2021 2022 Enex2020-2022 2.2.1 2020-2022 5 3 2 3 4 2019 12 2020 3 2019 12 27 2020 1 22 2020 1 23 1 10 2020 2 21 2020 3 25 2020 4 2021 7 2020 4 8 2021 2 8 2021 8 2021 8 27 8 26 20 17 2022 2 2022 3 2022 11 2022 3 22 1000 24 2022 11 21 2022 12 2022 12 7 2023 1 8 2022 12 2023 2 8 7 2020 1 1 7 85.4%88.6%76.4%113.3%126.5%92.5%131.8%86.3%104.2%27:7 0200400600800100012002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-01:7 Wind 28:7 0200400600800100012002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-01:7 Wind 29:7 0200400600800100012002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-01:7:7 Wind 30:7 02004006008002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-01:7:7:7:7:7 Wind 18 2020 16.2%-7.0%-13.6%-35.1%-35.6%-3.9%-21.2%2020 2020+33.2%+12.8%+18.4%+17.1%+30.7%+41.9%2020+24.2%+42.8%+25.3%+37.2%+38.7%+46.2%31%-50%0%50%100%150%Wind 32%-40%-30%-20%-10%0%10%20%30%:YoY Wind 2.2 5 2022 9 2022 9 29 2022 6-8 2022 2022 9 30 2022 10 1 2023 12 31 1 2022 9 30 2022 10 1 0.15 5 5 5 2.6%3.1%5 5 5 3.025%3.575%2022 11 8 2500 2022 11 23 16 2022 2022 11 25 2022 12 5 0.25 5%7.8%2022 11 28 5 REITs 2023 1 5 3 19 6 2022 7 2022 7 6()2022 7 22 70 80 60%40%2022 8 19 1 2022 9 5 40 6 15%10%15%2022 9 16 12 2022 9 16 2022 12 9 12 10 3 2022 12 19 2022 12 26 12 26 2013 2015+17.5%/-9.1%/+6.9%PE Wind 32X/25X/36X V/2021 PE Wind 11X 15X 19X 29X 13X 18X 11X 13X 13X 19X 23X 29X 30X 33X 18X 20X 2023 2 9 PE Wind 18X 13X 16X 11X 20X 15X 16X 23X 19X 2017 10%40%33 PE Forward 0102030405060 Wind 20 34 2017 0%10%20%30%40%50%60%70%80%90%100%2023 2 9 Wind 2023 2 9 A 2023 2 8 A 20.8%0.8%1.5%3.9%6.0%4.6%2019 50.3%11.4%17.9%41.5%15.4%5.3%35 2019 0%10%20%30%40%50%60%70%80%90%100%2023 2 8 Wind 2023 2 8 3.21 Table_Analysts Table_Reports,1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%22 Table_PeopleInfo(021)23219403(021)23219404(021)23219658(021)23219747(0755)82780398(021)23219820(021)23219394(021)23154149(021)23219674(021)23154658(021)23219732(021)23219395(021)23219984(021)23219883(021)23212230(021)23154387(021)23212231(021)23154170 021-23219745(021)23219419(021)23219004(021)23219326(021)23219686(021)23219370(021)23219445(021)23154167(021)23219433(021)23154168(021)23219068(021)23219645(021)23219819(021)23219773 珮(021)23154121 喆(021)23154142(021)23154116 021-23219635(021)23212041(021)23154124 021-23154484(021)23219658(021)23154132(021)23219733 021-23154147(021)23219400(021)23154504(021)23219812(021)23214131(021)23219420(021)23154122 02123154123(021)23219434(021)23219387(021)23219946(021)23219953 02163411361(021)23219404(021)23154143(021)23154505(021)23219635(0755)82780398(021)23219808(010)68067998(021)23154120(010)56760096 86 10 56760096(021)23219671(010)68067998(021)23219164(021)23154017 021-23219807(021)23154145(021)23154398(021)23154113(021)23154141(021)23154125(021)23219415(021)23219399 021-23154126(010)58067907(021)23219104(021)23154120(021)23219774(021)23212208(021)23154392(021)23154394 02123219406(021)23219383(021)23219747(021)23219436(021)23154399 23(021)23154652 翀(021)23154139 02123219748(021)23154401(021)23219963(010)58067998(021)23219760(021)23212208(021)23219692(021)23219171(021)23154113(021)23154184(021)23219389(0755)82764281(021)23214397(021)23219431(021)23219392(021)23219392(021)23154174(021)23154174(021)23154137(0755)23617756(010)50949926 010-56760095(021)23154128(021)23219634(010)50949926 010-56760090(010)56760090(021)23154171(021)23219382(021)23219442(010)56760091(021)23219407(021)23154510(021)23219405(021)23212081(021)23154122(021)23154114 玥(021)23219814(021)23154119(021)23154659(021)23219391 劼 18515295560 18901961523 13718567611(010)58067998(021)23219402(021)23154172(021)23154171(021)23154019 晅 021-2321-4129(021)23154483(021)23154395(021)23219356(021)23154134(021)23219399(755)82900465(021)23219583 祎(021)23219768(021)23219244(021)23154382(021)23214390(021)23154146 24(0755)23607963(0755)82775962(0755)83253022(0755)83255933(0755)82775282(0755)23617160 0755-25597716(021)23219385(021)23219397(021)23219384(021)23219410(021)23154192 23214650 祎(021)23212268(021)23219373 祎(021)23219281(010)58067988 010-5806 7936(010)58067977(010)58067931 垚(010)58067851 689 9 021 23219000 021 23219392 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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