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table_main()22 23 23 1 3 2 315 3 23 23Q1 Q1 Q2/5 8 TTM 11.83%/3.07%&Q2&/572.54/375.08/185.33 1.11%/9.25%/1.8%23 23Q1 22 13.57%6.89%40.74%16.12%23 23Q1/6.75%/23.06%/13.31%&010-80926000 chenbairu_ S0130521080001 特此鸣谢：刘立思 2023-05-08 table_report i F in D _ _2022 _20221107 _ _2022 _20220913-20%-10%0%10%20%30%2022-052022-062022-072022-082022-092022-102022-112022-122023-012023-022023-032023-04 300 table_research 2023 5 8 /1.2 23Q1.2 22 23.3.5.7.7.9.11.13&.14 22 23Q1.14 23Q1.16.18.20 23Q1.21.21.22 YWAZvMsPmPqRoQtQrMrOpObRcMaQnPnNmOtQeRnNrMjMqQxObRmMzQNZsOmQxNsQsQ/2 23Q1 22 23Q1 2022 539 0.41%22 53.38 84.32%21Q4 21 23Q1 83.56 14.08%2.61 38.27%23Q1 22Q4 23Q1 1.2.Wind Wind 3.4.Wind Wind 22 23Q1 2022 33.2%-20%-15%-10%-5%0%5%10%15%20%25%30%35%01002003004005006002020 2021 2022 2023Q1 YOY-60%-40%-20%0%20%40%60%80%100%01020304050602020 2021 2022 2023Q1 YOY-40%-20%0%20%40%60%80%100%120%140%020406080100120140160180 YOY-180%-160%-140%-120%-100%-80%-60%-40%-20%0%20%40%-15-10-50510152025 YOY/3 0.16 pct 21.5%0.43 pct 9.94%4.6 pct 23Q1/30.42%/27.52%/3.05%-0.17 pct/+1.65 pct/-1.38 pct-2.85 pct/+6.99 pct/-6.46 pct 5.6.Wind Wind 7.8.Wind Wind 22 23 22 23Q1 10%+2022 396.79 2.59%28 6.29%&22 23Q1 80.77 13.46%5.8 11.09%0%5%10%15%20%25%30%35%40%2020 2021 2022 2023Q1-2%0%2%4%6%8%10%12%14%16%2020 2021 2022 2023Q1-20%-10%0%10%20%30%40%50%-5%0%5%10%15%20%25%/4 9.10.Wind Wind 11.12.Wind Wind 22 23Q1 2022 33.48%1.53 pct 24.86%1.26 pct 7.26%0.58 pct 23Q1/34.92%/27.44%/7.25%+2.53 pct/+3.81 pct/-0.02 pct-1.21 pct/-3.89 pct/+2.31 pct-20%-10%0%10%20%30%40%50%0501001502002503003504004502020 2021 2022 2023Q1 YOY-15%-10%-5%0%5%10%15%20%25%30%0510152025302020 2021 2022 2023Q1 YOY-40%-20%0%20%40%60%80%100%120%020406080100120140 YOY-60%-40%-20%0%20%40%60%80%0123456789 YOY/5 13.14.Wind Wind 15.16.Wind Wind 3 2023 13 1.94 14.7%3 0.62 32.02%0%5%10%15%20%25%30%35%40%2020 2021 2022 2023Q1 0%5%10%15%20%25%2020 2021 2022 2023Q1 0%5%10%15%20%25%30%35%40%45%-5%0%5%10%15%20%25%/6 17.18.iFinD iFinD 2023 5 5 30 52.69 42.55%5,330.59 45.78%2023 3 15 1,012 98%49%19.30 20.30 iFinD iFinD 23 2023 13 11.49 5.8%364 4.6%3 3.79 10.6%134 3.5%315 20%Q2-30%-20%-10%0%10%20%30%40%50%0246810122020-022020-042020-062020-082020-102020-122021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-02:-60%-40%-20%0%20%40%60%80%0.00.51.01.52.02.53.03.52020-022020-042020-062020-082020-102020-122021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-02:-30%-20%-10%0%10%20%30%40%50%60%010203040506001-0101-0801-1501-2201-2902-0502-1202-1902-2603-0503-1203-1903-2604-0204-0904-1604-2304-3030:30:-40%-20%0%20%40%60%80%01,0002,0003,0004,0005,0006,00001-0101-0801-1501-2201-2902-0502-1202-1902-2603-0503-1203-1903-2604-0204-0904-1604-2304-3030:30:/7 21.22.iFinD iFinD 1 603833.SH 002572.SZ 603801.SH 603180.SH 2 603816.SH 001323.SZ 22 23Q1 2022 1,150.89 10.63%42.68 45.52%23Q1 261.77 6.05%-0.13 100.98%-30%-20%-10%0%10%20%30%40%050,000100,000150,000200,000250,000300,000350,000400,000450,000500,0002020-022020-042020-062020-082020-102020-122021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-02:-40%-20%0%20%40%60%80%02004006008001,0001,2001,4001,6001,8002020-022020-042020-062020-082020-102020-122021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-02:/8 23.24.Wind Wind 25.26.Wind Wind 22 23Q1 2022 13.75%5.71 pct 9.31%0.48 pct 3.8%3.74 pct 23Q1/9.55%/10.07%/-0.05%-5.24 pct/+1.04 pct/-4.17 pct-0.62 pct/+0.34 pct/-1.11 pct-10%-5%0%5%10%15%20%25%02004006008001,0001,2001,4002020 2021 2022 2023Q1 YOY-120%-100%-80%-60%-40%-20%0%20%40%60%-1001020304050607080902020 2021 2022 2023Q1 YOY-10%0%10%20%30%40%50%60%050100150200250300350 YOY-150%-100%-50%0%50%100%150%200%250%-50510152025303540 YOY/9 27.28.Wind Wind 29.30.Wind Wind 20Q4 22 23Q1 3 2022 394.45 14.33%20.76 21.79%23Q1 91.18 0.62%3.55 34.86%-5%0%5%10%15%20%25%2020 2021 2022 2023Q1 0.0%0.5%1.0%1.5%2.0%2.5%3.0%3.5%4.0%4.5%5.0%2020 2021 2022 2023Q1-5%0%5%10%15%20%25%30%-8%-6%-4%-2%0%2%4%6%8%/10 31.32.Wind Wind 33.34.Wind Wind 22 23Q1 2022 13.35%4.98 pct 7.14%1.32 pct 5.59%3.08 pct 23Q1/10.61%/7.13%/3.9%4.26 pct/0.42 pct/2.57 pct 0.13 pct/1.11 pct/0.58 pct 0%5%10%15%20%25%30%35%40%45%50%0501001502002503003504004502020 2021 2022 2023Q1 YOY-60%-40%-20%0%20%40%60%80%100%120%0510152025302020 2021 2022 2023Q1 YOY-20%-10%0%10%20%30%40%50%60%70%80%020406080100120 YOY-60%-40%-20%0%20%40%60%80%100%120%140%012345678910 YOY/11 35.36.Wind Wind 37.38.Wind Wind 22 23Q1 2022 429.43 1.73%-19.98 189.24%23Q1 80.78 19.54%-3.15 200.83%0%5%10%15%20%25%2020 2021 2022 2023Q1 0%1%1%2%2%3%3%4%4%5%5%2020 2021 2022 2023Q1 0%5%10%15%20%25%-2%-1%0%1%2%3%4%5%6%/12 39.40.Wind Wind 41.42.Wind Wind 22 23Q1 2022 7.08%5.66 pct 9.97%0.68 pct-4.87%10.32 pct 23Q1/7.32%/13.24%/-4.34%-2.51 pct/+3.97 pct/-7.4 pct+3.32 pct/+1.19 pct/+17.35 pct-30%-20%-10%0%10%20%30%40%0501001502002503003504004505002020 2021 2022 2023Q1 YOY-250%-200%-150%-100%-50%0%50%-25-20-15-10-505101520252020 2021 2022 2023Q1 YOY-40%-20%0%20%40%60%80%020406080100120140 YOY-800%-700%-600%-500%-400%-300%-200%-100%0%100%200%-25-20-15-10-50510 YOY/13 43.44.Wind Wind 45.46.Wind Wind Arauco MAPA 1 20 UPM 5 2023 5 6 3,907.95 5,493.75 4,141.67/42.97%27.92%23.95%10%20%-10%-5%0%5%10%15%20%2020 2021 2022 2023Q1 0%1%2%3%4%5%6%2020 2021 2022 2023Q1-25%-20%-15%-10%-5%0%5%10%15%20%25%-1%0%1%2%3%4%5%6%7%/14 47./48./002078.SZ 600963.SH 603733.SH&22 23Q1 22 23Q1 2022 572.54 1.11%29.17 24.78%23Q1 114.59 14.17%8.27 3.94%49.50.Wind Wind 2,5003,5004,5005,5006,5007,5008,5002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-012023-032023-05 4,5005,0005,5006,0006,5007,0007,5008,0002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-012023-032023-05-20%-15%-10%-5%0%5%10%15%20%25%30%35%01002003004005006007002020 2021 2022 2023Q1 YOY-30%-25%-20%-15%-10%-5%0%0510152025303540452020 2021 2022 2023Q1 YOY/15 51.52.Wind Wind 22 23Q1 2022 19.1%0.35 pct 11.55%0.22 pct 5.35%1.73 pct 21 23Q1/20.51%/13.76%/7.32%1.04 pct/2.16 pct/0.75 pct 0.46 pct/0.80 pct/5.59 pct 53.54.Wind Wind-20%-10%0%10%20%30%40%50%60%020406080100120140160180 YOY-100%-80%-60%-40%-20%0%20%40%0246810121416 YOY0%5%10%15%20%25%2020 2021 2022 2023Q1 0%1%2%3%4%5%6%7%2020 2021 2022 2023Q1 /16 55.56.Wind Wind 23Q1 22 23Q1 2022 375.08 9.25%3.4 62.2%23Q1 85.47 0.81%3.33 0.37%57.58.Wind Wind 0%5%10%15%20%25%30%-2%-1%0%1%2%3%4%5%6%7%8%-5%0%5%10%15%20%25%30%35%40%0501001502002503003504002020 2021 2022 2023Q1 YOY-70%-60%-50%-40%-30%-20%-10%0%10%0123456789102020 2021 2022 2023Q1 YOY/17 59.60.Wind Wind 22 23Q1 2022 10.43%2.29 pct 6.96%0.82 pct 0.51%2.12 pct 23Q1/12.21%/7.26%/3.85%+0.81 pct/+0.51 pct/-0.09 pct+3.3 pct/-0.5 pct/+12.85 pct 61.62.Wind Wind-20%-10%0%10%20%30%40%50%60%70%80%90%020406080100120 YOY-400%-300%-200%-100%0%100%200%-8-6-4-20246 YOY0%2%4%6%8%10%12%14%16%18%2020 2021 2022 2023Q1 0%1%2%3%4%5%6%2020 2021 2022 2023Q1 /18 63.64.Wind Wind 22 23Q1 2022 185.33 1.8%11.55 14.33%23Q1 42.07 3.41%2.22 21.97%65.66.Wind Wind-15%-10%-5%0%5%10%15%20%25%-4%-2%0%2%4%6%8%-5%0%5%10%15%20%0204060801001201401601802002020 2021 2022 2023Q1 YOY-30%-20%-10%0%10%20%30%02468101214162020 2021 2022 2023Q1 YOY/19 67.68.Wind Wind 22 23Q1 2022 20.86%1.67 pct 12.62%0.18 pct 6.64%1.11 pct 23Q1/21.53%/13.68%/5.65%+1.19 pct/+0.83 pct/-1.19 pct 0.59 pct/0.45 pct/0.82 pct 69.70.Wind Wind-10%-5%0%5%10%15%20%25%30%35%40%45%0102030405060 YOY-40%-30%-20%-10%0%10%20%30%40%50%0.00.51.01.52.02.53.03.54.04.5 YOY0%5%10%15%20%25%2020 2021 2022 2023Q1 0%1%2%3%4%5%6%7%8%2020 2021 2022 2023Q1 /20 71.72.Wind Wind 2023 13 6.8%3 9%5 6 23.13%18.1%27.8%23&17.94%11.59%73./74./iFinD 3C 002831.SZ 002701.SZ 0%5%10%15%20%25%30%0%1%2%3%4%5%6%7%8%9%2,0003,0004,0005,0006,0007,0008,0009,00010,00011,0002020-012020-032020-052020-072020-092020-112021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-012023-032023-05 05,00010,00015,00020,00025,00030,0004,0005,0006,0007,0008,0009,00010,0002020-062020-082020-102020-122021-022021-042021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-022023-04(:):/21 23Q1 22 23Q1 2022 199.96 13.57%81.83 6.89%109.3 40.74%8.84 16.12%12.82 15.51%23Q1 48.82 15.44%19.41 6.75%26.41 23.06%3 13.31%3.34 21.02%75.76.iFinD iFinD&603899.SH-20%-10%0%10%20%30%40%0501001502002502017 2018 2019 2020 2021 2022 2023Q1 YOY YOY-50%0%50%100%150%200%0501001502002502017 2018 2019 2020 2021 2022 2023Q1 YOY YOY YOY/22 1.2 2.2 3.2 4.2 5.3 6.3 7.3 8.3 9.4 10.4 11.4 12.4 13.5 14.5 15.5 16.5 17.6 18.6 19.30.6 20.30.6 21.7 22.7 23.8 24.8 25.8 26.8 27.9 28.9 29.9 30.9 31.10 32.10 33.10 34.10 35.11 36.11 37.11 38.11 39.12 40.12 /23 41.12 42.12 43.13 44.13 45.13 46.13 47./.14 48./.14 49.14 50.14 51.15 52.15 53.15 54.15 55.16 56.16 57.16 58.16 59.17 60.17 61.17 62.17 63.18 64.18 65.18 66.18 67.19 68.19 69.19 70.19 71.20 72.20 73./.20 74./.20 75.21 76.21 /24 12 8 6-12 20%10%6-12 20%6-12 10%20%6-12 6-12 10%table_avow table_contact 3088 20 075583479312 suyiyun_ 075583471683 chengxi_ 99 31 02120252612 02160387901 luyunru_ 8 1 嫚 01080927722 tangmanling_ 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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