资源描述
2009 1210 2023 4 2+”7000 7531 7000 5000 3000 100 174 4200 5200 1+12 86.43 1,481/1000 2+10 11.97 47 2023 3 16.78 800 4 24 2100 800 5 3138 2,098 250/208.65 50.42 5300 6300 7000 1 2600 2 2,136 3 1,070 1,040 1,000 4 5 530 600 701 1 2000 800 50 2 150 4 24 23.5 6/7.5/+400%29.5/+25.53%S0360522120003%()53 0.01()9,747.14 1.04()8,629.24 1.21%1M 6M 12M-8.0%2.2%-11.0%-7.3%-3.9%-5.9%+2023-03-27 20230320-20230324 2023-03-25(20230313-20230317)2023-03-18-18%-10%-2%6%22/03 22/06 22/08 22/11 23/01 23/032022-03-302023-03-30 300 2009 1210 1 1000 2 3 4 5 3138 2,098 1 2600 2 2,136 3 1,070 1,040 1,000 4 5 530 600 701 1 2000 800 50 2 150 4 24 23.5 6/7.5/+400%29.5/+25.53%1ZAZxOnQpMnMoQnOsPrOrQaQcM9PnPrRnPtQkPrRqMiNmMnO6MnMpQuOsOoRwMtRmO 2009 1210 3+“”“”.7.7.7.8 1.9 2.10 3.11“”.12.12.15.17.19.20“”.22.22.24 1.25 2.28.29 1.30 2.31 3.32.32.33“”.36 1.36 2.36.39 2009 1210 4 1.8 2.8 3.9 4.10 5.11 6.12 7 2022 3.13 8.13 9.13 10/.14 11 2022 3.14 12 2022 3.15 13.15 14.15 15 2022.16 16.16 17.17 18.17 19.18 20.18 21.18 22.19 23.19 24.19 25.20 26.20 27.21 28.21 29.22 30.23 31 2019-2022.23 32 2019-2022.23 33 2018-2022.24 2009 1210 5 34 2018-2022.24 35 2018-2022.24 36 2018-2022.24 37.25 38.25 39.25 40.26 41.26 42.27 43.27 44.27 45.27 46.28 47.28 48.29 49.29 50.29 51.30 52.31 53.31 54.31 55.31 56.32 57.32 58.33 59/.33 60.34 61.34 62.34 63 2018-2021.35 64 2018-2022Q3.35 65 2018-2022Q3.35 66 2018-2022Q3.35 67.36 68.37 2009 1210 6 69 2022.37 70.38 71.38 72.38 73.38 74.39 75.39 76.39 2009 1210 7+1948 2022 5300 6300 4 50 5000 2022 7531 2025 7000 5000 3000 100+2010 2021 51%6300 58.6%33.5%42%2021 4986 2022 4 1.8 2022 500 217 183 2023 1 2022 6 2023 3 30 49%17.40%7000 2009 1210 8 1 2 2009 1210 9 1.174 4200 5200 2022 5200 1 8 4 86.43 6,585/1,481/2022 13 1000 2 3 7 11.97 47 14.8 95.7 1,120 3 16.78 3.71 2000/800 4 69.33%24 2100 800 5 3 2021 3138 2,098 250/208.65 50.42 3 8 4 86.43 174 2.3/6,585/6,097/1,481/1000 3 7 26 11.97 47 14.8 95.7 1,120 16.78 3.71 2000/800 50 24 2100 800 3 3138 2,098 250 2021 208.65 2009 1210 10 2.2021 5514 5680 6482 10 6044 6350 7253 1 2600 2 2,136 1034 1280 1595 617 140 780 800 850 25 3 1,070 1,040 1,000 590 390 70 4 5 530 600 701 530/600/653/50/4/2600 200 2600 2600 2600/1034 1280 1595 617 140 1034 1280 2352/780 800 850 25 780 800 850/650 600 25 650 600/24 450 400 400 210 70 450 400 680/70 70 4000-70 70/-2009 1210 11/530 600 701 530 600 701 6044 6350 7253 3.150 V 2O 5 4 23.5 2021 4.33 1.94 193.06 1 50 4 1.4 1.8 1 2 190 5 50 4 1.4 1.8 1 190 2009 1210 12 174 4200 5200+2022 2.3/6,585/6,097/1,481/6 Wind 2022 86.43 174 6,500/1 8 8 6 2 1,500/2023 1 2025 9 2 4 4 2022 11 2022 11.28 26%37%2009 1210 13 7 2022 3%2021 2022 1-3 25863 1700 32.41 15 1380 438 13261 700 33.36 20 582 146 8116 600 33.39 3 512 114 14751 800 32.13 20 437 112 5409 300 31.37 20 243 59 23638 1500 26.26 15 1698 354 16247 720 31.95 1 1207 302 5509 265 36.96 1 252 70 112794 6585 6311 1595 2022 7 2022 11 229 13 1000 2022 7 2 1 4 66%420/2021 1373 322 2021 1373 322 2021 71%2021 292 2%8 9 2022 2022 0500100015002019 2020 2021 020040060080010002019 2020 2021 2009 1210 14 2025 10/3498 400 10 15916 1100 22 38982 1800 28 4052 400 12 330 10307 400 31 5400 190 30 12430 600 19 67791 3000 22 2022 2022 3 1.45 3 2021 672 4%80%11 2022 3 11622.30 51.75%2831.60 51.40%2022 2022 3 83.96 2009 1210 15 12 2022 3 19.65 2023 11 8.64 17.79 2022 11 17.45 24.00 2025 12 5.16 3.20 2023 12 0.35 11.61 2026 12 0.14 10.96 2024 12 0.18 29.67 2023 6 1.00 116.88 32.92 2022 2.34 2024 6 0.40 229.00 2027 12 14.50 231.34 14.90 2022 2021 2022 46.64 8.73%36.51%2022 3 29.17%13 14 IPO+3436384042440501001502002502019 2020 2021(%)0.0010.0020.0030.0040.0050.0060.0001020304050602019 2020 2021 2022Q1(%2009 1210 16 1995 12 28 2020 5 2021 11 10 2023 3 15 2022 1,120 14.8 95.7 47 10 2 1,120 3 11.97 20.19 20%30%16/9.77 16.6 600 1.00 22 320 1.20 27 200 11.97-1,120 2022 2 7 26 47.03 2009 1210 17 17%0.60 30.53 2.07 29.50 0.25 32.07 0.40 32.00 2-6 0.71 35.55 19.00 31.77 24.00 30.88 47.03-2022 YZ35 YZ55 pv351 KY250 KY310 21 4-20 35 42-220 106 46 48 1 200 2 600 1 800 2 5 109.46 30%30%2021 819 216 136 810.56 35%40-50%18 2022 2000 800 50 0%5%10%15%20%25%30%35%40%45%01002003004005006007008009002019 2020 2021 2022.1-3%2009 1210 18 2021 16.78 3.71 1 2021 7.26 2.70 1,500 562.26 650 233.48 1,500 510 2 3.33 0.62 0.17 1,350 550.69 3.6 19 26.30%7.26 1,500 562.26 28.65%3.33 1,350 550.69 2021 1319.51 608.35 711.16 2021 1296.46 2021 100%2021 97%90%20 21 3.6 1 150/200/50%60%70%80%90%100%110%4604805005205405605806006202019 2920 2021%60%65%70%75%80%85%90%95%100%105%6006206406606807007202019 2920 2021%2009 1210 19 2 12 35.73 19.5 Cr2O3 815.38 0.23%22-2011 5 2012 2.72 12,778.81 14,412.00 150/200/19.5 Cr2O3 815.38 0.23%4000 1000 285 30 156 24 52.16%47.84%35.89%2009 2100 800 23 24 2009 1210 20 1966 35.52%2021 2,098.48 2022 6 24 2023 3 30 49%17.40%25 Wind-190m 2021 2019 9 2021 2,000 26 2021 1120.30 896.24 30.67 100.00 121.53 1142.45 689.45 29.01 80.00 71.90 875.35 512.79 29.65 70.00 15.22 3138.1 2098.48 29.78 250.00 208.65(2022)2009 1210 21 25%2021 49.49 244.31 25%27 2020 8 18-190m 5.5 930 1.12 2020 12 16-190m 28-190m 230 930-115m-190m-190m 60 0501001502002503002019 2020 2021 2009 1210 22 2021 2600 29 Wind 1 2 1580 7 5500 3 200 2022 40%19 2009 1210 23 30 100 6 180 3 200 2 260 3 8 5()1580 1700ASP 1780 2150ASP 1670 1700 2130 1450 2500 4300 5500 1 4 4 2 1580 7 5500 200 2600 10 2022 2623.55 2658.66 2508.38 3.50%0.45%1.14%2581.65 5.83%102.92%0.22 31 2019-2022 32 2019-2022 1580 1780 2150 2#1580 5500 2022 2022 2022 1310.72 240024502500255026002650270027502019 2020 2021 2022 96.0097.0098.0099.00100.00101.00102.00103.00104.0023502400245025002550260026502019 2020 2021 2022(%)2009 1210 24 3.71%1.56 97.76%0.14%4.95 33 2018-2022 34 2018-2022 2018 2022 39.34%1.06%50.93 35 2018-2022 36 2018-2022 2,136 2021 9 6 2600m3 7 40 50 110-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%020040060080010001200140016002018 2019 2020 2021 2022-150.00%-100.00%-50.00%0.00%50.00%100.00%150.00%200.00%250.00%300.00%01020304050607080902018 2019 2020 2021 2022(363738394041422018 2019 2020 2021 2022(%)-40%-20%0%20%40%60%80%100%01020304050602018 2019 2020 2021 2022 2009 1210 25 37 2600m 3 4350m 1 2850m 2 530m 3 300m3 1 360m 1 1,735 150 1 180 6 50 4 120 3 3 2 1 2,136 4 2,917 2 800/650 4 1,700mm1 1,780mm1 2,300mml 1880mm 1 3 1700mml 970mm1 1400mm 1 2280mm 4 1500mm 3 1850mm 1 10 40 2022 2021 2022 38 39 2022 2022 1.4747 2300 2021 1034 1280 1595 617 140 1997 6 2021 8 02004006008001000120014001600180020002019 2020 2021 2022.1-3 0200400600800100012001400160018002019 2020 2021 2022.1-3 2009 1210 26 51%51%81.07%2023 3 40 60 7500 80%60 41 2300mm 515 2280mm 260 19 9 1-5 2 3 5 1 2/130 3 45 10 10 DN80-2600mm S I NI SII NII-2009 1210 27 2 4 150 350 2022 1000.3 16.53 1.68%1055.2 11.4 1.09%1328.74 7.05 0.53%594.8 15.98 2.62%44.34 17.86 28.71%2022 1389.30 0.74%1402.20 1.00%42 43 2022 2022 626.17 19.63%-12.33 149.31%44 45 2022 56.08%2.09%0.81 29.22%0.19 67.67%02004006008001000120014002019 2020 2021 2022 0.00200.00400.00600.00800.001000.001200.001400.001600.002018 2019 2020 2021 2022 01002003004005006007008009002017 2018 2019 2020 2021 2022-15-10-50510152025302017 2018 2019 2020 2021 2022 2009 1210 28 46 47 2022 2022 38 41 14 19 8 BRQ1 18CrNiMo7-6FPH DIN50602 ASTME381 2000mm 550GT-TH 2022 18.2 CCPP CCPP 2.()2002 2010 780 800 850 25 350 5.5 16mm 150 10 32mm 0%10%20%30%40%50%60%70%80%90%2017 2018 2019 2020 2021 2022 00.20.40.60.811.22017 2018 2019 2020 2021 2022 2009 1210 29 48 Wind 2025 1780 2300 B X65 BG330-BG590CL 500MPa SPA-H Q450NQR1 2022 3 1,070 1,040 1,000 90%1 590 2 390 3 70 2021 14.95%2022 100%49 50 2022 2022 0.00200.00400.00600.00800.001000.001200.002019 2020 2021 2022.1-3 0501001502002503003504004502019 2020 2021 2022.1 3 2009 1210 30 1.2009 650 600 25 51 Wind 70%1 2021 40%70%2 30 2021 2022 2022 157.57 158.32 37.26/35.62 75.6/28.96 29.01/27.48 16.24/16.26 2009 1210 31 52 53 2022 2022 2021 32.82%2022 2021 2022 10.25%54 55 2022 2022 2.24 450 400 400 210 70 2050 2030 1650 1650 TAGAL 01002003004005006007002019 2020 2021 2022.1-3产量（万吨）01002003004005006002019 2020 2021 2022.1-3销量（万吨）0.001.002.003.004.005.006.007.008.000501001502002503002019 2020 2021 2022H1营业收入（亿元）%0123456782019 2020 2021 2022.1-3 2009 1210 32 56 57 Wind 7 18 4 3.()1965 70 70 4000 13 350 5000 BA 200 300 400 2001 12 2014 10 17()60%60%2017 12 22 2009 1210 33 58 Wind 600 2021 530 600 701 17.40%1 530/600/653/2 48/2021 530 600 701 2021 2021 503 541 537-7.20%-6.88%-6.77%59/450m 2 1000m 2 2300m 1 530 35t 3 120t 3 600 1 1 3 453 1 60 1 140 2 6 11 42(2022)2009 1210 34 2021 2021 215.15 40.04%60 61(2022)(2022)62(2022)2021 89.74%2021 2022Q3-2.57 117.89%4404604805005205405605806006202019 2020 2021 01002003004005006007002019 2020 2021,31.80%,34.20%,22.95%,3.03%,7.65%,0.38%2009 1210 35 63 2018-2021 64 2018-2022Q3 wind wind 2022 Q3 52.66%2021 91.57%2022 Q3 20.45 65 2018-2022Q3 66 2018-2022Q3 wind wind 0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%0501001502002503002018 2019 2020 2021%-140%-120%-100%-80%-60%-40%-20%0%20%40%60%80%-5051015202018 2019 2020 2021 2022Q3(%)44454647484950515253542018 2019 2020 2021 2022Q3%-50%0%50%100%150%200%05101520252018 2019 2020 2021 2022Q3%2009 1210 36 1.1 95%2000 800 50 2 FeTiO3 9.65 8.7 1 2 3 1 1 50 4 1.4 1.8 1 2 190 2.67 Wind 2009 1210 37()1993 1996 2007 2008 2010 2016 2018 2021 2022 9 68 1 4.3 2.5 1.8 2+150 24 23.5 10/12/1.5/69 2022 4.3 23.5 24 150 2022 2022 2022 4.69 8.25%4.91 15.27%,24.35 18.72 0.36%11.85%23.97 17.87 3.10%16.33%2009 1210 38 60%2022 38.54%24.17%62.71%5%-15%12.71%12.09%5.79%70 71 2022 2021 140.60 13.28 2022 150.87 10.27 7.31%13.44 0.16 1.24%72 73 wind wind 2016 2022 23%2021 2022 23.69 0510152025302016 2017 2018 2019 2020 2021 2022,38.54%,24.17%,12.71%,12.09%,5.79%,4.95%,1.75%0204060801001201401602016 2017 2018 2019 2020 2021 2022(-80-60-40-20020402016 2017 2018 2019 2020 2021 2022 2009 1210 39 74 75 wind wind 1 2 3 1 6/7.5/1.5/400%29.5/23.5/25.53%2 1,000/0%10%20%30%40%50%60%70%2016 2017 2018 2019 2020 2021 2022%051015202530354045502016 2017 2018 2019 2020 2021 2022 76 6/2 240/2 3/4 2024 3 1.27 2023 11 0.097 2022 2009 1210 40 6 2 2021 2021 2021 2022 2022 7 Wind 2022 2022 2 2022 2023 2009 1210 41 010-63214682 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 42(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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