资源描述
*01*2023 4 18*1960 1989 2017 CEO 10 600 1 2 30 23 3 2021-2022 95%4 2020 2023 1 31 147 103.52%8.89%48.01%2020 2021 2022 39%43%47%2023 1 31 51.99%25 15 5.15 90%4.64 2023 2024 180 240 2023/2024 3.13 1.51/IT/30%/46%/7%/17%1 23/24 180/240/2 3 4 30/001 YWEVwPtOnOnMsMoNrMpQnM6M9R6MtRnNmOpMiNnNqMeRpOzR7NmNmRvPnOrRMYtRsO*目录C O N T E N T S 02 03 01 042 05 06*01.3*1960 1989 2017 CEO 10 600 2020 268 2022 588 2023 3 6 17 604 52%2023/2024 180/240 2019 2020 2021 2022 2023.03 81 100 124 153 155 99 121 143 159 158 24 44 64 70 71 7 21 41 49 52 17 25 35 45 47 17 22 26 34 37 14 18 18 34 34 9 12 17 44 50 268 363 468 588 604 86911471279235464742050010001500200025002020 2021 2022 1.14*/1960-2016 2017-CEO 1960 1989 2010 Pizzavest China Ltd.2016 2017 5 2017 6 10 20182019 200 2020-600 1960 20 80 1989 2010 Pizzavest China Ltd.Pizzavest 2017 CEO 10 1.25*Good Taste Limited Good Taste Limited 37.20%James Leslie Marshall Good Taste Limited 37.20%15.62%Frank Paul Krasovec 2.25%FPK Dash,LLC 0.11%Molybdenite Holding Limited 0.87%2021 11 1 1.36*“30”30 23 90%2021-2022 95%30 1.47*02.8*2016-2019 76 141 CAGR 22.9%2022/121/111 2019+8.5%/13.3%34.5%/30.1%/75/62 2019+10.3%/19.2%19.8%/15.5%2022 11.7/29.5/30.0 2022/232.4167.497.430 29.511.73.9050100150200250 2.1922.825.829.833.530.536.4 37.545.853.360.868.677.101020304050607080902016 2017 2018 2019 2020 2021 2022 2023E2024E2025E2026E2027E 22.825.829.833.530.536.4 37.545.853.360.868.677.101020304050607080902016 2017 2018 2019 2020 2021 2022 2023E 2024E 2025E 2026E 2027E*CR5 49.9%2022 2022 2022 35.20%5.60%5.30%1.90%1.90%50.10%26.10%6.90%6.90%2.30%2.30%55.50%2.210 CR5 49.9%5.3%2017 3.6pcts 2022 218 CR5 44.5%26.1%6.9%2022 CR5 52.7%CR5 22.8%/12.6%/8.7%22.80%12.60%8.70%5.50%3.10%47.30%*03.11*2023 180 2023 1 31 17 604 2021/2022 28.9%/25.6%CAGR 29.9%2023 180 2024 240 2025 2026 200 300 3.1 2023 1 31 1001214421252218912414364413526189153159704945343414155 1587152 47373416020406080100120140160 2020 20212022 2023/1/313634685886040%20%40%01002003004005006007002020 2021 2022 2023/1/31-200204060801001201402020 2021 2022 2023/1/31 12*2023 1 31 51.99%25 15 2020 2023 1 31 147 103.52%8.89%48.01%2020 2021 2022 39%43%47%3.2 60.88%57.05%53.06%51.99%39.12%42.95%46.94%48.01%0%20%40%60%80%100%2020 2021 2022 2023/1/31 221267312 3131422012762890501001502002503003502020 2021 2022 2023/1/31 13*2020 6120 2023 1 31 3927 2020 200-2022 CAGR 16.2%3.3/121221278113576148486002761790091155199621069211445132690%20%40%02000400060008000100001200014000160002020 2021 2022 2023/1/31 yoy yoy yoy 1035972349962123937565 8040106921397690868372991811445020004000600080001000012000140002020 2020 2021 2022 2020 2021 202214*20 2022/140/103 2020 2020+37.3%2023 1 2022/2022 8.6%/22.3%2022/97.7/91.8 2020 12.1%/9.1%2023 1 97.7/91.8 2022 0.6%/5.2%3.4 1401381401527589103126117 118123139-20%0%20%40%0204060801001201401602020 2021 2022 2023/1/31 yoy yoy yoy86.692.697.1 97.78085.687.391.885.190.593.295.20%2%4%6%8%10%0204060801001202020 2021 2022 2023/1/31 yoy yoy yoy15*2022 16.8%2023 1 31 150 514 85.1%3.5%124016212170234491-35471-119544734238073143926204689-500%-400%-300%-200%-100%0%100%200%300%-500000500001000001500002000002500002020 2021 2022 yoy yoy yoy14.318.5 18.3-15.1-2.66.43.48.910.1-20-15-10-505101520252020 2021 2022 63 6487 9030040450151401002003004005006002020 2021 2022 2023/1/31150 150 16*04.17*/2022 20.2 25.4%2021 45.9%72.8%2021 73.6%0.8%2021 71.9%2020 2022 2022-2.0/-2.2 2021-4.8/-4.7 4.111.0 16.1 20.2 45.9%25.4%0%20%40%60%05101520252020 2021 2022 yoy-2.7-4.8-2.0-2.7-4.7-2.2-6.0-5.0-4.0-3.0-2.0-1.00.02020 2021 2022 71.9%73.6%72.8%70%71%72%73%74%75%2020 2021 2022 2020-2022 2020-2022 2020-2022 18*2022 12.8 11.51%63.29%2021 2022 97.4%59.9%2022 10.55 52.2%2022 146 23.73%72.24%4.28.7 2.4 11.5 4.6 12.8 7.4 0.02.04.06.08.010.012.014.0 2020 2021 2022 4.845.720.487.847.620.6510.558.730.93024681012 2020 2021 2022 8.2 11.8 14.6 2.8 4.3 5.6 02468101214162020 2021 2022 2020-2022/2020-2022/2020-2022/19*2022 3.0/yoy-10.2%-2.1-1.8/2.2/yoy-7.6%2022 6.6/yoy+155.1%/87%/78%-5pcts/-10pcts 27%/+8pcts 4.3 2020-2022 yoy 2020-2022 0.8 2.6 6.6 0%100%200%300%0.01.02.03.04.05.06.07.02020 2021 2022 yoy 2020-2022 1.0-1.5 2.3 3.3-1.8 2.4 3.0-2.1 2.2-3.0-2.0-1.00.01.02.03.04.02020 2021 2022 65%92%87%61%88%78%20%19%27%0%20%40%60%80%100%2020 2021 2022 20*50%2022 1 1.7/yoy+12.0%62.8%/+0.1pcts IT 2 0.5/yoy+5.8%19.7%/-0.4pcts 3 0.4/yoy+64.4%13.3%/-4.3pcts 4.4 2020-2022 2020-2022 1.2 0.5 0.1 0.3 1.5 0.5 0.1 0.2 1.7 0.5 0.1 0.4 0.00.51.01.52.0 2020 2021 202256.3%21.1%4.2%16.1%62.7%20.1%6.1%9.0%62.8%19.7%2.0%13.3%0%20%40%60%80%2020 2021 2022/21*05.22*9.95%1,280,000;11,519,000 2022 11 15 2022 12 31 55/23624 9.95%5.123 2022 12 31/41.4 10%46.0 55.0 5327 5919 7077 2022 12 31 770238 817518 903228 6.95 7.38 8.15*/5.224 2023 2024 50.5 46.0 55.0 515 90%23-24 267/90%464 2023/2024 180/87 2023/2024 180/240/10%52 18031387150.7050100150200250300350 2023 202430.00%46.00%7.00%17.00%/IT 36346858876810081002003000200400600800100012002020A 2021A 2022A 2023E 2024E*5.325 23/24 180/240/30/*06.26*6.127*THANKS 8 1 5F 200120 28 A 19 100005 6001 32 05 518026 S0100521100009 13122831967 S0100522120002 15951933859 S0100121120048 13585520099 28*12 A 300 500 15%5%15%-5%5%5%5%-5%5%5%*29 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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