资源描述
|2023 05 29/5/22-5/26 0.9%10-30/30/5 0.3 306/3.09/73.44%0.56pct 2186/1.83%79.93%+0.77 80.17%+0.2 5217.1 404.1 8.4%30.08%1 2 500/PCB 7400-8000/3.4-3.5/5 34%3 23%2025 2035 2022 7 PCCP PVC-U HDPE PP PCCP%107 2.1 9894 1.2 8159 1.2%1m 6m 12m-2.0-4.0-6.3 0.7-5.9-2.8 1 2023-05-21 2 2023-05-14 3 2022 2023 2023-05-11 S1090517070008-20-1001020May/22 Sep/22 Jan/23 Apr/23(%)建材 沪深300 2.5 1.5 2.5 3.5.7 1.7 2.7 1.7 2.8 3.8 4.8 5.12 6.14 7.16.17 1.17 2.18.20 1 2020 9 3.81.20 2 2022 0.48 64.60%.20 3 2022 0.39 35.14%.20 4 2022 0.012 18.13%.20 5 2022 0.15 29.09%.21 6 2022 0.68 30.68%.21 7 2022 0.60 73.17%.21 8 2022 0.66 31.58%.21 9 2022 0.20 46.19%.21 10 2022 10 4.21 11 2.22.21 YWBYwPnQoNnMqOnOsPtMrQ8OdN6MsQpPmOnOeRpPqNkPtRuN8OoPtOxNpOsNMYoNmM 3 12 1.4.21 13 2022 0.27 51.50%.21 14 2022 0.26 53.06%.22 15 5%.22 16.22 17.22 18 AA+.22 19 363.29.22 1 P.O42.5/.11 2/.11 3 P.O42.5/.11 4 P.O42.5/.11 5 P.O42.5/.12 6 P.O42.5/.12 7 P.O42.5/.12 8 P.O42.5/.12 9%.12 10/.13 11/.13 12/.14 13/.14 14.14 15/.15 16/.15 17/.15 18.15 19.16 20 PVC PPR HDPE/.16 4 21/.16 22/.16 23 LNG/.16 24/.17 25/.17 26.17 27.17 28.17 29 PE 2023.18 30 PE 2023.18 1.8 2.18 5 1 0.9%10-30/30/5 0.3 306/3.09/73.44%0.56pct 2186/1.83%79.93%+0.77 80.17%+0.2 5217.1 404.1 8.4%30.08%1 2 500/PCB 7400-8000/3.4-3.5/2 5 34%3 23%2025 2035 2022 7 PCCP PVC-U HDPE PP PCCP 3+C+6 2023-2024 EPS 0.93 1.05 PE 21.9 19.4 2023-2024 EPS 0.76 0.92 PE 22.6 18.7+C 2023-2024 EPS 1.36 1.81 PE 11.0 8.3 BIPV+/2023-2024 EPS 0.55 0.77 PE 17.7 12.6 B B+2023-2024 EPS 0.58 0.71 PE 15.8 12.9+2023-2024 EPS 2.16 2.49 PE 10.8 9.4+2000 2023-2024 EPS 1.59 2.07 PE 16.6 12.8+2023-2024 EPS 1.38 1.53 PE 8.6 7.8 1+N 7+2023-2024 EPS 0.60 0.80 PE 12.8 9.6 85%23 2023-2024 EPS 1.50 1.77 PE 9.1 7.7 1 1 2023 4 4 62153.6 7518.5 6728.5 10057.7 1 15214.6 257.5 21966.8 4 24.4 12214.2 20.5%1.3%4 144.2 25.2%8.8%131.6 26.8%8.9%4820.2 23.0%5.9%12.1 10.4%8.4%35.8 16.1%19.2%2 2023 4 8.3 11.9%4 0.5%4 11.9%3 2023 1.1 7.6%91.9%22%13.9%12.8%12.4%66.7%33.1%16.5%4 2023 1-4 20.6%1-4 20328.8 20.6%1-4 7579.8 17.9%14962.4 22.0%4679.9 16.2%5240.3 22.5%1-4 4752.4 12.3%13723.7 27.0%1852.7 34.1%2 1 1 2023 1-4 0.4%1-3 1.4 8.8%1-3 4.7 1-4 2.7%11.8%4 6.4%1-3 8 2.6 3 70 2 2023 5 34%3-5 1114 3 251 23%5 34%11 50.4%2.5%2 1 5 25 2035 2 5 23 2 5 23 3 2.1 4 1069 7362.1 1734.8 71.7%3 2023 534 3.5 4387 221 1366 313 3021 304 3 1 9 50 2023 5 5 8 41 1 P.O42.5 419.4/4.4/1.0%P.O42.5 373.8/8.1/2.1%4.8/5mm 2276.3/19.7/0.9%4 0.9%10-30/30/5 0.3 1 20-30/5-6 30-50/6 3-4 9 5-7 20/5-6 10-15/6-8 15-20/5-6 P.O42.5 300-320/6-8 7-8 7-8 6 20/7-8 10-20/7-8 20-40/5-6 25/65/300-310/20/6-7 7 20/10-20/5 40-50/5-6 7 P.O42.5 310-315/5-6 10/6-7 7 6-7 20/30/50/6 5-6 70%30/10 7 10/2-3 5 30/6-7 10-30/6 5-6 5-6 20-30/8-9 5-6 20-40/5-7 70%6 4-5 4 5-9 10-20/7 30/50/30/3-4 6-7 20/7 7 10-20/5-7 20/5-6 5-6 4-5 5 11 3-4 7-8 2-3 3-4 4000t/d P.O42.5 Q5500 730/305.65/3.09/100kg 1 P.O42.5/2/wind P.O42.5 3 P.O42.5/4 P.O42.5/200300400500600第1周第3 周第5周第7周第9周第11周第13周第15周第17周第19周第21周第23周第25周第27周第29周第31周第33周第35周第37周第39周第41周第43周第45周第47周第49周第51周2014 年 2015年 2016年 2017年2018 年 2019年 2020年 2021年2022 年 2023年020040060080010001200140016001502002503003504004505005502016/032016/062016/092016/122017/032017/062017/092017/122018/032018/062018/092018/122019/032019/062019/092019/122020/032020/062020/092020/122021/032021/062021/092021/122022/032022/062022/092022/122023/03水泥煤炭 价格差 动力煤价 格（右 轴）1502002503003504004505005506002009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/13 12 5 P.O42.5/6 P.O42.5/7 P.O42.5/8 P.O42.5/73.44%0.56pct 10 5 50%9%5 2154/5 18 3.00%2186/1.83%1502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/131502002503003504004505005506006502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/131502002503003504004505005506002009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/1301020304050607080902016/3/312016/6/302016/9/302016/12/312017/3/312017/6/302017/9/302017/12/312018/3/312018/6/302018/9/302018/12/312019/3/312019/6/302019/9/302019/12/312020/3/312020/6/302020/9/302020/12/312021/3/312021/6/302021/9/302021/12/312022/3/312022/6/302022/9/302022/12/312023/3/31 13 2/3-10 10/11/2021 2022 89.04%1.71%59.99+2.16%54.44 0.02 79.93%+0.33 80.82%+0.56 2 2050/140015001600170018001900200021002022/8/122022/8/262022/9/92022/9/232022/10/72022/10/212022/11/42022/11/182022/12/22022/12/162022/12/302023/1/132023/1/272023/2/102023/2/242023/3/102023/3/242023/4/7华北 华东 华中华南 东北 西南西北 全国100015002000250030003500第1周第3周第5周第7周第9周第11 周第13 周第15 周第17 周第19 周第21 周第23 周第25 周第27 周第29 周第31 周第33 周第35 周第37 周第39 周第41 周第43 周第45 周第47 周2015 2016 2017 2018 20192020 2021 2022 2023 14 12/13/Wind 2023 5 25 16.38+0.97%5 19-5 25 113.77+0.22%-5.26%2023 5 25 38970/-4%5 19-5 25 28.14-0.85%2023 5 25 79.93%80.78%+0.9%19-25 79.93%+0.77 19-25 80.17%+0.2 20230525 5217.1 404.1 8.4%30.08%22.7+1.7 14 6 2400tex 3800-4100/2400texSMC 4600-5200/2400tex 6600-7600/2400tex 4300-4500/2400tex 4500-4700/2000tex 4800-5600/050010001500200025003000350040002010/092011/032011/092012/032012/092013/032013/092014/032014/092015/032015/092016/032016/092017/032017/092018/032018/092019/032019/092020/032020/092021/032021/092022/032022/092023/03全国平均-400-200020040060080010001200140016002018/052018/072018/092018/112019/012019/032019/052019/072019/092019/112020/012020/032020/052020/072020/092020/112021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/092022/112023/012023/0301000200030004000500060007000800090002009/042009/102010/042010/102011/042011/102012/042012/102013/042013/102014/042014/102015/042015/102016/042016/102017/042017/102018/042018/102019/042019/102020/042020/102021/042021/102022/042022/102023/04 15 500/PCB 7400-8000/3.4-3.5/PCB 15/16/17/18 5 25 103 679/6.51%3,5004,5005,5006,5007,5008,5009,5001 月 2 月 3 月 4月 5月 6 月 7月 8月 9月 10 月 11 月 12月2014 2015 2016 2017 20182019 2020 2021 2022 20233,5004,0004,5005,0005,5006,0006,5001 月 2 月 3月 4 月 5 月 6月 7月 8月 9月 10月 11 月 12 月2014 2015 2016 2017 20182019 2020 2021 2022 20233,5005,5007,5009,50011,50013,50015,5001月 2月 3 月 4 月 5月 6月 7 月 8月 9 月 10月 11月 12月2014 2015 2016 2017 20182019 2020 2021 2022 202301020304050607080902017/112018/012018/032018/052018/072018/092018/112019/012019/032019/052019/072019/092019/112020/012020/032020/052020/072020/092020/112021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/092022/112023/012023/03库存（万 吨）16 19 7 20 PVC PPR HDPE/21/Wind Wind 22/23 LNG/Wind Wind 0204060801001 月 2 月 3 月 4 月 5 月 6 月 7 月 8 月 9 月 10 月 11 月 12 月2018 年 2019 年 2020 年2021 年 2022 年 2023 年050001000015000200002015/032015/062015/092015/122016/032016/062016/092016/122017/032017/062017/092017/122018/032018/062018/092018/122019/032019/062019/092019/122020/032020/062020/092020/122021/032021/062021/092021/122022/032022/062022/092022/122023/03PVC PPR HDPE05001000150020002500300035002023/2/312022/11/302022/8/312022/5/312022/2/282021/11/302021/8/312021/5/312021/2/282020/11/302020/8/312020/5/312020/2/292019/11/302019/8/312019/5/312019/2/282018/11/302018/8/312018/5/312018/2/282017/11/302017/8/312017/5/312017/2/282016/11/302016/8/312016/4/302016/1/312015/9/302015/4/302014/12/31国废均价010002000300040005000600070002014/052014/102015/032015/082016/012016/062016/112017/042017/092018/022018/072018/122019/052019/102020/032020/082021/012021/062021/112022/042022/092023/02全国均价 重交沥青建筑沥青 改性沥青01000200030004000500060007000800090002014/052014/092015/012015/052015/092016/012016/052016/092017/012017/052017/092018/012018/052018/092019/012019/052019/092020/012020/052020/092021/012021/052021/092022/012022/052022/092023/01LNG 价格 17 24/25/Wind Wind 1 2.16%2.16%2.02%2.76%1.56%-0.96%-1.57%-1.80%-3.53%-4.04%26 iFinD 2021 27 28 iFinD iFinD 202105000100001500020000250002018/012018/042018/072018/102019/012019/042019/072019/102020/012020/042020/072020/102021/012021/042021/072021/102022/012022/042022/072022/102023/012023/0405000100001500020000250003000035000400002012/042012/102013/042013/102014/042014/102015/042015/102016/042016/102017/042017/102018/042018/102019/042019/102020/042020/102021/042021/102022/042022/102023/041%0%0%0%0%0%0%-1%-1%-1%-1%-1%-1%-1%-2%-2%-2%-2%-2%-2%-3%-3%-3%-3%-3%-3%-4%-4%-5.0%-4.0%-3.0%-2.0%-1.0%0.0%1.0%2.0%公用事业通信汽车机械设备医药生物采掘电子电气设备综合休闲服务计算机化工食品饮料家用电器轻工制造纺织服装钢铁建筑材料国防军工农林牧渔交通运输传媒商业贸易有色金属银行房地产非银金融建筑装饰-2.16%-2.16%-1.91%-1.64%-2.02%-2.5%-2.0%-1.5%-1.0%-0.5%0.0%创业板指 上证综指 中小板指 深证成指 建材行业-4.04%-3.53%-1.80%-1.57%-0.96%1.56%2.76%-5.0%-4.0%-3.0%-2.0%-1.0%0.0%1.0%2.0%3.0%4.0%玻纤制造其他建材玻璃制造水泥制造耐火材料管材水泥制品 18 2023 11 A 8.44 9.50 10.49 12.62 14.23 15.21 17.20 17.89 29 PE 2023 30 PE 2023 iFinD 2021 iFinD 2021 2 21.21%12.75%11.05%8.23%8.21%ST-7.10%-6.52%-6.51%-5.63%-5.03%2 1 21.21%24.84%43.83%2 12.75%22.54%41.82%3 11.05%18.31%33.06%4 8.23%15.84%32.59%5 8.21%14.98%32.56%6 7.25%13.04%26.66%7 7.09%12.80%26.28%8 6.82%11.72%22.85%9 6.12%10.29%21.21%10 5.60%10.17%21.14%11 5.36%8.95%20.06%12 4.51%8.87%19.08%13 3.06%8.77%17.76%14 2.74%8.64%17.34%15 2.27%7.74%15.37%16 2.27%7.61%15.19%17 1.57%7.59%13.98%18 1.39%6.98%13.49%19 1.23%6.96%12.88%20 1.15%6.72%12.70%21 1.08%6.24%12.58%22 1.05%6.23%10.48%23 0.91%5.56%9.93%24 0.80%5.52%9.89%4 6 7 8 9 11 11 11 12 12 13 13 13 14 15 15 17 17 17 18 20 20 23 25 26 29 31 31 37 38 49 0102030405060银行煤炭建筑装饰石油石化房地产建筑材料有色金属钢铁非银金融基础化工家用电器交通运输通信纺织服饰公用事业环保轻工制造农林牧渔电力设备汽车商贸零售机械设备传媒医药生物食品饮料电子美容护理社会服务国防军工计算机综合8.44 9.50 10.49 12.62 14.23 15.21 17.20 17.89 05101520水泥制造玻璃制造玻纤制造水泥制品其他建材耐火材料管材防水材料 19 25 0.76%5.51%9.54%26 0.68%5.39%8.76%27 0.68%3.76%8.29%28 0.67%3.50%7.66%29 0.52%3.50%6.53%30 0.43%3.38%4.96%31 0.43%3.08%4.68%32 0.42%3.05%4.44%33 0.22%2.87%4.05%34 0.07%2.73%4.01%35 0.00%2.61%3.85%36 0.00%2.60%3.68%37-0.13%2.56%3.60%38-0.14%2.50%2.96%39-0.23%1.86%2.78%40-0.24%1.85%2.47%41-0.28%1.76%1.96%42-0.31%1.11%1.71%43-0.33%1.10%1.13%44-0.36%1.01%0.06%45-0.44%0.75%0.00%46-0.65%0.67%-0.70%47-0.66%0.39%-0.91%48-0.74%0.00%-1.22%49-0.78%-0.19%-1.56%50-0.82%-0.24%-1.62%51-0.85%-0.42%-2.04%52-0.85%-0.59%-2.29%53-0.89%-0.87%-2.99%54-0.94%-0.91%-3.05%55-0.94%-0.94%-4.25%56-0.95%-1.04%-4.45%57-1.10%-1.32%-4.57%58-1.16%-1.73%-4.60%59-1.31%-2.03%-4.64%60-1.32%-2.07%-5.52%61-1.32%-2.15%-5.74%62-1.33%-2.16%-6.20%63-1.38%-2.73%-6.56%64-1.40%ST-2.97%-7.47%65-1.56%-3.40%-7.54%66-1.57%-3.70%A-7.75%67-1.69%-3.71%-8.69%68-1.81%-3.77%-8.75%69-2.15%-3.80%-8.80%70-2.18%-4.78%-8.84%71-2.18%-4.90%-9.06%72 A-2.21%A-4.92%-9.63%73-2.35%-5.21%-9.70%74-2.41%-5.21%-9.92%75-2.67%-6.00%-10.40%76 ST-2.69%-6.06%-10.51%77-2.75%-6.21%-11.39%20 78-2.75%-6.85%-12.60%79-2.86%-6.97%-12.65%80-2.86%-7.08%-16.19%81-2.86%-7.88%-16.91%82-2.98%-10.21%-18.08%83-3.02%-10.32%-18.68%84-3.11%-10.34%-18.90%85-3.20%-10.40%-18.94%86-3.40%-10.70%-19.77%87-3.68%-11.62%-20.38%88-3.90%-11.63%-20.51%89-3.92%-11.94%-21.01%90-3.93%-12.14%-21.06%91-3.93%-12.83%-22.66%92-4.23%-12.90%-26.87%93-4.55%-13.74%-27.89%94-5.03%-14.17%ST-27.97%95-5.63%-14.24%-30.86%96-6.51%-14.35%-30.95%97-6.52%-18.49%-38.18%98 ST-7.10%ST-23.77%ST-52.72%Wind 1 2020 9 3.81 2020 9 150 3.81 95 1.71 55 2.1 2 2022 0.48 64.60%2022 12 31 1.31 10 4.80 6309,64.6%3.21%3 2022 0.39 35.14%4.78 0.39 1.86 35.14%2.66%4 2022 0.012 18.13%12.29 10 0.12 1475 18.13%0.22%21 5 2022 0.15 29.09%2023 5 30 2658 26.32 10 1.50,3.95 29.09%1.92%6 2022 0.68 30.68%19.48 3056 19.18 10 6.80 13.04 30.68%5.58%7 2022 0.60 73.17%15.92 10 6.00 73.17%2.90%8 2022 0.66 31.58%16.78 10 6.60 31.58%3.22%9 2022 0.20 46.19%600 1.93 10 2.00 3861 46.19%0.71%10 2022 10 4 2022 3.18 10 4 3.18 4.46 11 2.22 105 2.22 10.08%12 1.4 2023 5 23 1.4 2.7 13 2022 0.27 51.50%86.63 10 2.70 0 22 23.39 51.50%3.34%14 2022 0.26 53.06%10 2.6 53.06%3.22%15 5%5%-6 540 5%15 3 324 3%16 8 1,000 17 2022 12 31-4.54 4.54 5.66 18 AA+AA+19 363.29 8 34.50 10.53/363.29 23 2017 1 2019 2019 2020 2021 2021 7 6-12 A 300 500 20%5-20%5%5%
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