资源描述
|2023 05 10 2022 2023Q1/2022A 2023Q1 22 23Q1 2022 2023 SW 22A+7.9%10/31-7.8%16/31 23Q1 SW+4.1%11/31-4.8%22/31 22 30%49 22+13.39%+10.95%23Q1+13.52%+16.06%22+11.14%+29.55%23Q1+11.35%+11.55%22 23Q1 23 23 22 22 2022A+17.1%+18.1%23Q1+18.2%+18.4%22A 23Q1&2022A+22.1%+44.2%2023Q1+24.6%+22.4%102 2.1 15369 1.8 12794 1.8%1m 6m 12m-3.3 4.5 34.7-0.7-4.0 30.8 1 AST 2023-04-27 2 2023-04-03 3 2023-03-14 S1090514080007 2 2022+8.5%+21.1%2023Q1+6.7%+16.9%2022A 2023Q1 2022A+14.3%+20.4%2023Q1+4.8%-17.9%1 IISS 1040 2 SIPRI 2010 2020 17%2023 5 5()1.58%PE(TTM)55.32 5 19.69%()0.24%PE(TTM)69.07 5 59.39%1 2 3 4 5 1 2 3 22EPS 23EPS 24EPS 23PE 24PE PB 23.48 0.52 0.61 0.74 38.3 31.8 2.7 25.94 0.19 0.29 0.38 89.1 68.2 4.4 122.00 1.19 1.73 2.49 70.3 49.1 9.9 64.94 1.23 1.61 2.03 40.4 31.9 5.0 56.16 1.67 2.13 2.68 26.4 20.9 4.9 52.15 0.33 0.55 0.73 94.1 71.7 13.3 45.40 0.84 1.19 1.65 38.2 27.5 8.7 42.86 0.66 1.54 1.85 27.9 23.1 2.6 15.48 0.19 0.23 0.26 68.2 59.6 5.6 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107%2.5 1.8 41%688231.SH 2.4 1.9 25%9.5 7.3 31%0.3 0.2 62%0.9 0.7 35%688281.SH 1.9 1.4 31%6.7 5.1 31%0.9 0.6 49%3.3 2.3 43%199.2 168.6 18%900.9 769.5 17%18.2 15.4 18%78.7 66.7 18%Wind 22 23 Q1&22 22&19 26 Wind 27 Wind 28 Wind 10 22 22A 21A Yoy 22A 21A Yoy 22A 21A Yoy 408.99 376.07 8.75%13.14 12.09 8.73%8.70 7.08 22.76%49.42 41.57 18.88%6.88 4.88 41.18%6.02 4.66 29.14%20&170.45 129.68 31.44%25.16 17.70 42.10%24.17 15.45 56.46%272.04 222.22 22.42%33.56 32.01 4.85%30.19 26.18 15.31%Wind 11 23Q1 23Q1 22Q1 Yoy 23Q1 22Q1 Yoy 23Q1 22Q1 Yoy 68.92 61.51 12.04%0.77 0.42 85.32%-0.45 0.08-672.93%13.41 12.10 10.81%2.44 2.14 13.98%2.41 2.13 13.37%&46.15 34.77 32.73%6.95 5.11 36.13%6.80 5.00 36.07%70.76 60.24 17.46%8.03 7.70 4.32%7.23 6.87 5.30%Wind 23Q1+56.1%+106.7%+24.6%+61.8%+83.2%+547.9%+33.4%+59.7%+54.2%+51.5%2016 2017 2 1)22 23Q1 2)23Q1 3)22A 4)12 2022A 2022A%2022Q4 2022Q4%2023Q1 2023Q1%529.9 23.7%142.8 27.8%137.7 20.2%384.7 24.7%106.1 29.0%99.2 20.9%145.2 21.1%36.8 24.5%38.5 18.4%3.2 14.2%1.1 49.5%0.8 28.7%7.4 5.2%2.2-0.1%2.1 35.0%28.1 12.6%8.8 23.4%6.7 5.3%25.3 24.0%9.2 63.7%6.0 36.5%2.3-53.4%0.9-29.8%1.0-6.3%21-4.7 0.6%-3.0-13.8%-0.3 42.4%0.3 42.4%0.0 50.8%0.2 61.8%1.2-60.6%0.4-77.6%0.3 1294.7%79.3 23.6%17.9 12.8%20.6 17.3%0.6 18.4%0.3 211.6%0.2 64.0%78.0 22.8%16.8 9.9%20.7 17.8%8.6 27.4%0.6-17.7%2.8 15.2%69.4 22.3%16.1 11.3%17.9 18.3%Wind 3 2022A+22.1%+44.2%2023Q1+24.6%+22.4%2022A 23Q1 1 2 3 15 29 30 Wind Wind 13 22A&23Q1 2022 23Q1 2022 23Q1 2022 23Q1 2022 23Q1 001270.SZ 2.8 0.4 1.3 0.1 32%98%-17%15%688375.SH 34.6 7.0 5.2 1.2 38%15%41%16%301050.SZ 8.6 2.5 2.8 0.9 17%9%38%-16%002935.SZ 12.1 1.3 1.1-0.1 16%77%-5%10%002025.SZ 60.2 17.8 5.6 2.2 17%16%14%38%002179.SZ 158.4 53.4 27.2 9.9 23%35%36%35%22 688385.SH 35.4 8.1 10.8 1.9 37%4%109%-19%002446.SZ 14.2 3.5 2.4 0.7 48%-9%215%18%688270.SH 2.4 0.4 1.1 0.1 27%33%9%5%300366.SZ 21.9 4.9-0.4 0.2 17%31%-79%-25%688066.SH 24.6 2.8 2.6-0.9 67%41%32%-80%688568.SH 15.8 2.7 2.4 0.1 52%85%10%629%002025.SZ 60.2 17.8 5.6 2.2 17%16%14%38%002179.SZ 158.4 53.4 27.2 9.9 23%35%36%35%600879.SH 174.8 44.6 6.1 1.8 9%21%11%9%000733.SZ 72.7 21.0 23.8 7.3 28%11%60%21%688102.SH 9.9 2.5 0.8 0.2 3%5%23%-31%Wind 4 15 5 7 2022+8.5%+21.1%2023Q1+6.7%+16.9%2022A 2023Q1 31 32 Wind Wind 33 34 ROA/ROE Wind Wind 23 14 22A&23Q1 2022A 23Q1 2022A 23Q1 2022A 23Q1 2022A 23Q1 002179.SZ 158.4 53.4 27.2 9.9 23%35%36%35%600760.SH 416.0 91.8 23.0 6.4 20%17%35%26%600765.SH 105.7 23.4 12.0 2.7 20%13%35%30%002389.SZ 38.6 5.1 3.1 0.2 32%-30%35%-46%600855.SH 18.0 2.1 0.1-0.4-35%-10%-95%-6%600501.SH 41.5 5.2 0.8-0.1 2%1%14%-12%600967.SH 143.5 25.9 8.2 2.1 4%-8%10%4%600435.SH 38.4 5.8 1.9 0.2-4%2%39%-31%002189.SZ 32.9 5.8-1.9-0.7-20%-32%-226%-126%002935.SZ 12.1 1.3 1.1-0.1 16%77%-5%10%600990.SH 27.2 2.1 0.7-0.7-13%-10%-64%11%002268.SZ 34.4 4.1 3.1-0.4 16%-37%22%-2%002544.SZ 70.8 12.2 2.1 0.2 8%4%51%14%000733.SZ 72.7 21.0 23.8 7.3 28%11%60%21%000066.SZ 140.3 22.0 1.2-3.1-21%-22%-80%-161%Wind 5 2022A+14.3%+20.4%2023Q1+4.8%-17.9%2022A 23Q1 1 IISS 1040 2 SIPRI 2010 2020 31%28%17%35 36 Wind Wind 24 15 22A&23Q1 2022A 2023Q1 2022A 2023Q1 2022A 2023Q1 2022A 2023Q1 688297.SH 27.7 4.8 3.7 0.6 12%-44%25%-52%002389.SZ 38.6 5.1 3.1 0.2 32%-30%35%-46%600879.SH 174.8 44.6 6.1 1.8 9%21%11%9%300900.SZ 6.6 1.6 1.5 0.3 180%51%291%50%603261.SH 3.7 0.2 0.4-0.1 21%-28%-50%-328%688070.SH 2.9 0.8-0.3 0.0 15%68%-14%165%301213.SZ 1.0 0.1 0.2 0.0-35%89%-70%159%Wind 1 22 SW 25.30%300 3.67 31 26 2023 2023 5 5 SW 1.58%300 2.17 31 15 22 2022 37 SW 2023 Wind 5 5 25 38 SW 2023 Wind 5 5 39 SW 2023 Wind 5 5 2 2023 5 5()1.58%PE(TTM)55.32 5 19.69%()0.24%PE(TTM)69.07 5 59.39%26 40 SW Wind 5 5 41 SW Wind 5 5 PE 2023PE 2016 70-200 40-60 30 22 35 16%22A PE PEG%2022 2023E 2024E 2023E 2024E-3.45 1,114 23.05 14.56 48 39 31 1.56 1.23 0.20 709 5.23-16.01 136 80 60 1.16 0.87 1.42 1,143 12.68 3.63 90 75 64 2.85 2.43-9.29 248 3.87 20.53 64 27 23 0.43 0.35*10.42 335 3.70 79.29 90 62 45 1.43 1.03-4.82 682 8.72 26.62 78 67 59 3.43 2.99*10.18 102 2.44 19.23 42 32 26 1.21 0.98-6.75 314 6.88 30.67 46 39 32 1.43 1.19&*-17.34 378 12.02 159.05 31 23 18 0.72 0.55*-18.62 131 4.86 82.59 27 21 16 0.71 0.55*-14.15 95 1.83 91.13 52 34 22 0.64 0.40*-5.00 198 6.25 101.70 32 23 17 0.65 0.50 27*-12.51 68 2.13 86.47 32 18 13 0.32 0.24-3.08 913 27.17 38.35 34 26 20 1.02 0.80*-21.17 469 23.82 146.21 20 15 12 0.55 0.43-2.25 293 5.55 12.37 53 40 32 0.98 0.78*376.71 289 1.93 16.95 150 99 78 2.55 2.02*-8.36 167 8.52 68.68 20 15 13 0.65 0.54*-8.92 171 8.01 56.83 21 15 13 0.51 0.42*-31.24 162 8.05 70.09 20 16 13 0.67 0.55*-18.38 159 5.57 54.49 29 20 15 0.54 0.41-16.81 366 10.80 99.98 34 26 21 0.93 0.74*-2.31 78 1.85 67.55 42 30 23 0.85 0.66*-25.02 212 1.97 42.02 108 26 19 0.18 0.13*-18.61 181 3.37 49.56 54 39 28 0.99 0.71 1.56 144 2.55 66.24 56 40 29 1.11 0.80*1.57 270 3.33 50.61 81 59 43 1.61 1.19 1.70 316 7.65 37.25 41 31 25 1.02 0.83*5.68 228 5.96-13.38 38 33 26 1.58 1.28 Wind 5 5*wind 42 PE/PEG Wind 5 5 1 2 3 4 28 5&1 2 3 29 2014 7 2016 2017 2022 6-12 A 300 500 20%5-20%5%5%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
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