资源描述
2009 1210 2023 04 03 3 4 09/16/19 140%/60%/130%09/16/19 23&10 50%30%-50%2&22 23Q2 30 22 300-500 Q2 S0360521050001 S0360520070001 S0360522090005 021-20572598 S0360518040001%()20 0.00()46,100.77 4.88()46,056.55 6.40%1M 6M 12M-0.9%5.6%16.6%-0.4%-0.9%20.6%20230320-20230326 2023-03-26 20230313-20230319 2023-03-19 2023-03-06-19%-6%8%21%22/04 22/06 22/08 22/11 23/01 23/032022-04-062023-03-31 300 2009 1210.4&.6.6.8.8&.9.9.10.11.13.14.15 1ZBYxOmRtQoPqOmPsPoRqR7NdN7NnPoOoMsRfQrRsOiNqQoNaQmNrONZmQrONZoPtQ 2009 1210 3 1.5 2.6 3.7 4%.7 5 10.7 6.8 7.9 8.9 9 PPI.9 10.10 11 300.10 12.10 13 Q2.11 14.11 15 22.11 16.12 17.13 18.13 19.14 2009 1210 4 3 4 09 4 140%16 60%19 130%2009 1210 5 1 09 16 19 4 4 700 490 580 430 530 710/620 1700 2600 110/75 920/780-2-3 1-2 YoY 24%14%16%YoY 34%10%18%140%08.11-09.12 60%16.1-16.7 130%18.10-19.11 Q2 08 11 09 1-8 80%9 30%+1-7 60%Q3 13%Q4 10%18 19 1-5 70%6 35%18-45 16-28 18-37 Wind 1 2/3/2009 1210 6 300-500 600-1000 2 23 22 23 09/16/19&50%10 50%/2009 1210 7 3 4%Wind PE“PE”Wind 10-30%11-12 3-4 20-50 7%100-300 1-2 2 5 10 10-100-300 300-500 35-40%10%-20%5-10%20-50 5-10 3+1-2 2 25 33 27 30（30 29+30.8%+6.8%+0.5%Wind 23 33 27 20222426283032343640,00045,00050,00055,00060,00065,00070,00075,00022/10 22/11 22/12 23/01 23/02 23/03/PE/2009 1210 8 3 10%Q1 30 30%-50%2 6 40%0.5/2900-2930/2750 23 i 20 10 100ml&3 55%+1 950 1618 1618 2023 40%1-1.5 905;3 31 30/40%+1/20 800/350 20 50%1.5-2 M6+/水晶梦/605/420/285/120 6+6+40%-50%1-2 V3/530-550/410/255-260 10%；V3 45%+1.5 20/16/8/5 540/320/220/115 3 60 45%+1-1.5 20/16/9/6 400/285/185/110 3 30%+1.5 6/10/20/30 100/215/320/720 3 20%+1.5-2 350-355 4 25%-35%2.5-3/790-800/300-310 20%2 8/320/455/510 3-4 2 16 19 2009 1210 9 7&1-2 3 PPI/CPI Q2 Q3 CPI 8 9 PPI Wind Wind/Q2(40)(20)020402017 2018 2019 2020 2021 2022 2023PPI:(%)(%)(%)(%2023)-10%-5%0%5%10%15%-60%-40%-20%0%20%40%60%80%100%120%09/08 11/02 12/08 14/02 15/08 17/02 18/08 20/02 21/08 PPI 2009 1210 10 10 11 300 Wind Wind 23/12 21 23 15%1935 22 23 15%23 20%+/1952 21 23 20%+20 21 20%+6+/M6+22 23 25%+700 人；国缘四开提价 23 20%+200 5 23 25%16/20 16 23 23 30%23 10-15%C 23 IP 120-150 Q2 23 22Q2-100%-50%0%50%100%150%白酒 沪深300 2009 1210 11 22Q3 22Q4 13 Q2 酒企 收 入增速 利 润增速 21Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 21Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 11%11%10%14%18%16%15%7%13%12%18%24%17%16%20%18%11%11%13%10%12%21%23%12%12%16%10%18%41%6%21%29%26%24%22%27%36%28%41%33%29%31%14%21%17%56%24%17%18%-3%29%-13%0%29%6%40%35%27%16%16%25%14%26%39%21%24%30%24%16%27%26%29%21%43%28%30%22%28%45%15%4%35%45%19%51%35%24%6%12%-8%6%73%10%23%40%16%-5%0%49%57%27%14%37%0%23%58%120%87%0%49%4%14%77%73%48%-25%44%0%33%78%258%56%-30%70%-4%57%190%97%129%11%86%5%2%179%174%43%8%94%-19%21%154%119%65%45%83%-16%31%1031%215%60%2%76%-30%56%70%691%39%14%14%10%7%120%-52%56%-13%-14%-117%10%Wind 22 23 30 22 22 35-40 40+14 15 22 2022 PE PE 2022E 2023E 2024E 35 36 31 27 25 29 25 22 30 37 30 25 42 42 31 24 25 27 24 22 38 51 39 30 23 33 26 21 32 39 31 27 32 30 21 17 20 24 22 19 Wind Wind 22 PE 22/22 EPS 2023 3 31 09 020406080100120140 PE PE PE 2009 1210 12 16 830 15 19 23 L 16 22 671.2 6%2009 1210 13 17 2023/2 1952/20/40/60/2023/3 3 31 38 1573(500ml*6)30/()38(500m1*6)38(500m1*6)2023/2 2 15 52 500ml 20/2023/2 2 20 2023/2 2 16 M6+2023/3 6+4 3400 2023/3 3 6 20/2023/3 4 1 20/2023/3 3 1 20/20/10/18 2000 970 980 09-12 17-21/15-16 19 22 970 980 18 300-500 3004005006007008009001,0001,1002009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2009 1210 14 Q2+600 Q2 35-40 Q2 35 19/2009 1210 15 Q2/2009 1210 16 6 2020 2021-2022 4 2019 2020 2021 4 2020 2020 2022 2022 3 2020 14 2013 2022 2009 1210 17 010-63214682 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 18(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%600519 3.97%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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