资源描述
|PMI 23 PMI 23Q1 M4 21Q4-22Q3 22Q4-23Q1 20Q4 10 22 23Q1+2022+23(600031)(000425)(000157)(601100)(600761)(603298)(601882)(688697)(002444)(603583)(605288)(301260)(603337)/2023 06 04 021-63325888*6090 S0860520060002 BSW113 Q1 2022&23Q1 2023-05-11 2023 2022-11-25 Q3 2022Q3 2022-11-09 Q2 2022-09-15 Q2 2022-09-13 2 1.5 2.7 3.11 4.22.13.15.16 0YCXxOqNnOoPtNtQsPoRoP7NbPaQsQrRsQoNeRoOoQlOnNmRaQpPvNuOrNsPxNtPsO 3 1 2020 GDP.5 2 2020 CPI.5 3 PMI%.5 4 PMI%.5 5 PMI%.6 6 PMI%.6 7%.6 8 27%.6 9%.7 10.7 11.7 12%.7 13 2013 PMI.8 14 2013%.8 15.8 16.9 17 2000.9 18 PPI PMI.10 19 12%.10 20.11 21.11 22.11 23.11 24.12 25.12 26%.12 27%.12 28%.13 29%.13 30%.13 31%.13 32 2017-2022.14 33 FY2020-FY2022.14 34 FY2017-FY2022.14 4 35 ITW2017-2022.14 36 2017-2022.15 37 2017-2022.15 38 2017-2022.15 39 2017-2022.15 5 1.GDP 2023Q1 GDP/+1.6%/+0.3%22Q4 2023 4 CPI 4.9%22Q3 1 2020 GDP 2 2020 CPI Wind Wind PMI PMI 21Q2 2023 4/PMI 47.1%/44.5%/45.6%/47.8%/49.5%/48.1%PMI 21Q3 PMI 22Q4 PMI 23M4/PMI 57.2%/46.7%/48.8%/52.7%/60.4%51.4%PMI 2020H2 23M4 44.3%PMI 23M4 51.1%3 PMI%4 PMI%Wind Wind-10-505101515161718192021 GDP:%02468102302402502602702802903003102020/012020/032020/052020/072020/092020/112021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/092022/112023/012023/03 CPI%30405060702020/012020/032020/052020/072020/092020/112021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/092022/112023/012023/03 30405060702020/012020/032020/052020/072020/092020/112021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/092022/112023/012023/03 6 5 PMI%6 PMI%Wind Wind 2020 20Q2 21Q3 23M4 78.3%0.7pct 23Q1 27/80.9%/84.5%/72.3%/72.9%7%8 27%Wind Wind 2030405060702020/012020/032020/052020/072020/092020/112021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/092022/112023/012023/03 20253035404550556065702020/012020/032020/052020/072020/092020/112021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/092022/112023/012023/03 50607080902017/012017/052017/092018/012018/052018/092019/012019/052019/092020/012020/052020/092021/012021/052021/092022/012022/052022/092023/01 607080901002017/032017/092018/032018/092019/032019/092020/032020/092021/032021/092022/032022/092023/03 27 7 9%10 Wind Wind 2015 2020 23 2021 150 h 21Q2-22Q3 22M11 23 11 12%2.2020 20M2 PMI 35.7%21Q4 PMI 23Q1 PMI 50%4 49.2%20Q1 21H1 50607080902017/032017/092018/032018/092019/032019/092020/032020/092021/032021/092022/032022/092023/03 50607080901001101202017/012017/052017/092018/012018/052018/092019/012019/052019/092020/012020/052020/092021/012021/052021/092022/012022/052022/092023/01 050100150200250-15-5515252021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/092022/112023/012023/03 8 13 2013 PMI 14 2013%Wind Wind 23M1-4 1.9%23M1-4 20.6%0.8pct 23M1-4 5.85+6.4%2021 15 Wind 4648505254562013-012013-072014-012014-072015-012015-072016-012016-072017-012017-072018-012018-072019-012019-072020-012020-072021-012021-072022-012022-072023-01PMI(%)60657075802013-032013-092014-032014-092015-032015-092016-032016-092017-032017-092018-032018-092019-032019-092020-032020-092021-032021-092022-032022-092023-03%-40-200204060801001200510152025302004-022004-092005-052005-122006-082007-042007-112008-072009-032009-102010-062011-022011-092012-052012-122013-082014-042014-112015-072016-032016-102017-062018-022018-092019-052019-122020-082021-042021-112022-072023-03%9 16 Wind 19 20 2021 17 2000 Wind PPI PMI 2000 2000 3-4 2020M5 2021M10 2021M10 18-5051015202530352000-022000-102001-062002-022002-102003-062004-022004-102005-062006-022006-102007-062008-022008-102009-062010-022010-102011-062012-022012-102013-062014-022014-102015-062016-022016-102017-062018-022018-102019-062020-022020-102021-062022-022022-10%-40-30-20-1001020304050602013-022013-062013-102014-032014-072014-112015-042015-082015-122016-052016-092017-022017-062017-102018-032018-072018-112019-042019-082019-122020-052020-092021-022021-062021-102022-032022-072022-112023-04%10 18 PPI PMI Wind 2023 4 0.67 151.5%12 70.7%7 19 12%Wind 4 100.8/0.6%3.3%4 56.7%/+2.4/+0.8pct 23M1-3 4-75-50-2502550752018/012018/032018/052018/072018/092018/112019/012019/032019/052019/072019/092019/112020/012020/032020/052020/072020/092020/112021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/092022/112023/012023/03 4648505254565860-10-50510152000-022000-102001-072002-042002-122003-092004-062005-032005-112006-082007-052008-022008-102009-072010-042010-122011-092012-062013-032013-112014-082015-052016-022016-102017-072018-042018-122019-092020-062021-032021-112022-08PPI:%PMI%11 20 21 2023M1-4 9.8%6.2%21.2%22 23 Wind Wind 3.GICS GICS 125 GICS 63 23 21Q4-22Q3 22Q4 23Q1 20Q4-21Q3 21Q4-22Q3 0501001502001 2 3 4 5 6 7 8 9 10 11 12 2017 2018 2019 2020 2021 2022 2023 0%20%40%60%80%1 2 3 4 5 6 7 8 9 10 11 12 2019 2020 2021 2022 2023-20-10010203040502017/022017/062017/102018/022018/062018/102019/022019/062019/102020/022020/062020/102021/022021/062021/102022/022022/062022/102023/02%-30-20-100102030402012/022012/092013/042013/112014/062015/012015/082016/032016/102017/052017/122018/072019/022019/092020/042020/112021/062022/012022/082023/03%12 22Q1-23Q1 20Q4 10 22Q4 23Q1 2021 23Q1 24 25 Wind Wind 22 23Q1 2022 23Q1 23Q1/30.3%/34.2%/23.4%22Q4 2.3/1.3/3.7pct 7.1%/9.2%/4.3%22Q4 1.1/2.3/0.7pct 26%27%Wind Wind 21Q4 22H1 22Q3 1-3%21Q2 21Q4-22Q3 4-40%-30%-20%-10%0%10%20%30%40%50%20Q120Q220Q320Q421Q121Q221Q321Q422Q122Q222Q322Q423Q1-80%-40%0%40%80%120%160%200%20Q120Q220Q320Q421Q121Q221Q321Q422Q122Q222Q322Q423Q1 01234567891019Q119Q219Q319Q420Q120Q220Q320Q421Q121Q221Q321Q422Q122Q222Q322Q423Q1 051015202530354019Q119Q219Q319Q420Q120Q220Q320Q421Q121Q221Q321Q422Q122Q222Q322Q423Q1 13 22Q4 45%23Q1 20Q4 28%29%Wind Wind A 3-7pct 23Q1+30%31%Wind Wind 4.22 ITW FY2022-30-20-1001020304050602020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q1-600601201802402020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q1 051015202530352020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q1 0246810122020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q1 14 32 2017-2022 33 FY2020-FY2022 34 FY2017-FY2022 35 ITW2017-2022 2021 2022 2021 76%50%38%70%2022 47%45%78%70%2020-2022 2022-40%-20%0%20%40%60%2017 2018 2019 2020 2021 2022 EMEA-40%-20%0%20%40%60%80%FY2020 FY2021 FY2022-40%-20%0%20%40%FY2017 FY2018 FY2019 FY2020 FY2021 FY2022-30%-20%-10%0%10%20%30%2017 2018 2019 2020 2021 2022 EMEA 15 36 2017-2022 37 2017-2022 Wind Wind 38 2017-2022 39 2017-2022 Wind Wind+23(600031)(000425)(000157)(601100)(600761)(603298)(601882)(688697)(002444)(603583)(605288)(301260)(603337)-20%0%20%40%60%80%01002003004002017 2018 2019 2020 2021 2022 0%30%60%90%120%150%180%01234562017 2018 2019 2020 2021 2022 0%20%40%60%80%012342017 2018 2019 2020 2021 2022-10%0%10%20%30%40%50%60%70%80%01020304050602017 2018 2019 2020 2021 2022 16 17 信 息披 露 1%601100 603298 601882 603337 1%18 Tabl e_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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