20230614_海通证券_造纸轻工行业证券研究报告:整装大家居乘风破浪定制龙头聚势前行_27页.pdf

返回 相关 举报
20230614_海通证券_造纸轻工行业证券研究报告:整装大家居乘风破浪定制龙头聚势前行_27页.pdf_第1页
第1页 / 共27页
20230614_海通证券_造纸轻工行业证券研究报告:整装大家居乘风破浪定制龙头聚势前行_27页.pdf_第2页
第2页 / 共27页
20230614_海通证券_造纸轻工行业证券研究报告:整装大家居乘风破浪定制龙头聚势前行_27页.pdf_第3页
第3页 / 共27页
20230614_海通证券_造纸轻工行业证券研究报告:整装大家居乘风破浪定制龙头聚势前行_27页.pdf_第4页
第4页 / 共27页
20230614_海通证券_造纸轻工行业证券研究报告:整装大家居乘风破浪定制龙头聚势前行_27页.pdf_第5页
第5页 / 共27页
亲,该文档总共27页,到这儿已超出免费预览范围,如果喜欢就下载吧!
资源描述
Table_MainInfo/2023 06 14 Table_InvestInfo Table_QuoteInfo-20.43%-14.86%-9.29%-3.73%1.84%7.41%2022/6 2022/9 2022/12 2023/3 Table_ReportInfo 2023.06.13 2023.06.10 618 2023.06.05:Tel:Email:S0850521050003:Email:S0850522030002 Table_Summary 2023 3.2 1.3 20%2.0 22 100%2 1.6 2.8 2.1.8 2.2.9 3.13 3.1.13 3.2.14 3.2.1.14 3.2.2.16 3.2.3.17 3.3.18 3.4.20 3.5.21 4.23 5.23 XVBYzQsPtQpOrPsRqNqPmN6McM7NpNrRoMnOlOpPrPlOoPtO7NoOyRMYqRqQvPmOqN 3 1.6 2.7 3%.7 4 2019-2021%.7 5 2021%.7 6.9 7“”.10 8.10 9.10 10.10 11 2025.11 12.12 13“10+1”.12 14 8.12 15.13 16.13 17.14 18.14 19 10.15 20“Me”.15 21.15 22.15 23.16 24 miform.16 25 miform“”.16 26.17 27.17 28.19 29.20 30.21 4 31.22 5 1.6 2.8 3.14 4.18 6 1.1+DT 2022 Table_PicPe 1 DT 2022 90 2018 23.8%2022 39.7%90“”2021/7 2 7.527.727.997.27.37.47.57.67.77.87.988.1 3%71.5%26.8%17.6%20.4%40.8%21.6%24.9%19.2%2021 2019-2021 13.0%20.9%44.0%30.4%30%19.2%19.1%21.9%4 2019-2021%44.0%33.6%30.4%44.0%49.0%46.8%13.0%17.4%20.9%0%10%20%30%40%50%60%2019 2020 2021 5 2021%30.0%19.2%19.1%21.9%0%5%10%15%20%25%30%35%2021 2.85 2021 42.9 0.15%8 2.2.1 2023 3.2 1.3 20%2 2018 2018 2021“StarHomes”90%2022 2019 2019 2020 500 2022 3 2022 160 425 93 22 115%2017 2017 2019 2B 2017 HOMKOO 2C 20 BIM 2021“”11.09 2022 2015 8 2016 2016+2018 2022 20%“”2021“”2013 2013 2015 DIM+2020 4D 4D 2021“”“”15 2015 2015 2018 4.0 2017 10000 2016 2016 20 2021 400 2019 2021 2021 6 App 2022 5 GMV 55 416 49 150 9 22H1/2.87/12.29 2021 2021 3 2021 0.56 2015 2015 2.2 6+10 7 8 2021 9 10 UV 2021 MTDS 11 MSCS XMES 100 TIMS CAXA BIM,11 2025 4S 5 16 4800 700 10+1 50 4S V8 2.0 600+12 Table_PicPe 12 13“10+1”2021 14 8 21 5112 7475 21 600 13 15 3.3.1 2014 2016 Mall 2017 2017 Table_PicPe 16 2014 Mall 2016 M a l l2017 2018 22 2019 7 2020 12.7 2021 202019 2017 2018 2018 22 18-21 1.2/7/12.7/20+18-21 156%14 17 21028833439065170079027552201002003004005006007008009002019Q2 2019Q4 2020Q2 2020Q3 2021Q2 2021Q3 2021Q4 18 1.20 7.00 12.70 20+0%100%200%300%400%500%600%05101520252018 2019 2020 2021 YOY%3.2 3.2.1 miform 3 logo 1994 2015 Me 2020 miform 2022 5 2015 2021 Me 7 10 Me+15 19 10 20 Me”2021 4 2022 6 Brilliant Aesthetic Unify Nature Individuation Snug 21 22 Table_PicPe 16 23 5 200 8 100 CAXA MTDS 2022 V8 2.0 V8 2.0 600+V8 V8.2022 Former miform Former 1967 50 Former miform Former 24 miform 25 miform 3.2.2&ABC&+2.0/2021 4000+3970 500 5+2022 600 6+17 2022 4 110%3.2.3 2021 5 26 01 02 03 04 0 27 18 4 PPR PVC PE()()3.3 2021 790 2022 4000 22H1 600 19 28 2.0 23 3 140 1 10%+20()+2023 200 3+1+P8+F6,3.4 Table_PicPe 29+2022+21 3.5 2022 1.58/0.94/0.09 2013 2016 2021 0.91 2020 4 2022 69 31%100%39.2 44315854 A 80 52.5 Table_PicPe 30 2013 2015 2020 2022 AI 100%22 22 2002 21 18+2022 29.4%2021 0.8%+22Q4 3660 Table_PicPe 31 SAAS 23 4.5.24 Table_Analysts Table_Reports,1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%25 Table_PeopleInfo(021)23185717(021)23185718(021)23185715(021)23219747(0755)82780398(021)23219399(010)50949926(021)23219820(021)23185645(021)23154149(021)23185643(021)23185646(021)23185641(021)23185639(021)23219732(021)23219395(021)23185653(021)23185650(021)23185659(021)23185655(021)23183109(021)23185656(021)23185657 洢(021)23219419(021)23185680(021)23219326(021)23219686(021)23219370(021)23185676(021)23185672(021)23185673(021)23185675(021)23185669(021)23185670(021)23185678(021)23185677(021)23185679 珮(021)23154121 喆(021)23185649(021)23185648(021)23185652(021)23154116(021)23185651(021)23185647(021)23185715(021)23185662(021)23219733 021-23154147(021)23185661(021)23185663(021)23185660(021)23185665(021)23219420(021)23185635(021)23185667(021)23185835(021)23185838(021)23185832(021)23185837(021)23185833(021)23185836(021)23185718(021)23154143(021)23185616(021)23185607(0755)82780398(021)23219808(010)68067998(021)23154120(010)56760096 86 10 56760096(021)23185606(021)23185619(021)23185638(010)56760096(021)23185692(021)23185699(021)23185705(021)23154145(021)23154113(021)23185698(021)23185617(021)23185741(021)23219399(021)23154125(021)23185683(021)23185703(010)58067907(021)23219104(021)23154120(021)23212208(021)23185690 02123219406(021)23185622(021)23185615(021)23185632(021)23219747(021)23185696(021)23185689 26(021)23154652 翀(021)23154139(021)23185608(021)23185630(021)23185602(010)58067998(021)23185633(021)23185628(021)23154113(021)23219692(021)23219171 02123219171(021)23185691(021)23185627(0755)82764281(021)23185611(021)23219431(021)23219392(021)23185642(021)23219392(021)23154174(021)23154174(021)23185682(021)23185700(021)23185620(010)50949926 010-56760095(021)23185681(010)50949926(021)23219634(010)56760090 010-56760090(021)23185695(021)23219382(021)23185610(010)56760091(021)23185621(021)23154510(021)23185640(021)23212081(021)23185635(021)23185636 玥(021)23219814(021)23185625(021)23185686(021)23219391 劼 18515295560(021)23185701 13718567611(010)58067998(021)23185702(021)23154172(021)23185685(021)23185613 晅(021)23185612(021)23155626(021)23154395(021)23185697(021)23185609(021)23219399(755)82900465(021)23183110 祎(021)23185687(021)23219244(021)23185618(021)23185631(021)23185637(021)23185623(021)23185629 27(0755)23607963(0755)82775962(0755)83253022(0755)83255933(0755)82775282(0755)23617160 0755-25597716(021)23219385(021)23219397(021)23219384(021)23219410(021)23154192 23214650 祎(021)23212268(021)23219373 祎(021)23219281(010)58067988 010-5806 7936(010)58067931 垚(010)58067851 689 9 021 23219000 021 23219392
展开阅读全文
相关资源
相关搜索
资源标签

copyright@ 2017-2022 报告吧 版权所有
经营许可证编号:宁ICP备17002310号 | 增值电信业务经营许可证编号:宁B2-20200018  | 宁公网安备64010602000642