资源描述
|23 1 23 23Q3 2 2023 1-10 21.0%300-13.3%/23 23Q3 23Q3 B C 24 C 23Q4 23 23 24/1 Price in 2 B B 3 4/2023 11 28 S0860520070001 S0860522100001 S0860523080010 2024 2 23.4 1.1.4 1.2.6.8.9 3.1 Q3.9 3.2 B C.13 3.3.14 3.4 18.21 1ZBYxOtOmPmNrPtQsPrOmNbR8QaQpNmMnPtQlOqRqRiNpNzRaQqRmQxNrMuNwMnRtQ 3 1.4 2.4 3.4 4 CAGR.4 5.5 6.5 7 CPI PPI.5 8 CPI PPI.5 9.6 10 23.6 11 2023 10 31.7 12 2023 10 31.7 13.7 14.7 15/.20 16(/100kg).20 17/.20 18/.20 1 23.11 2.11 3.12 4.12 5.13 6.13 7 23.16 8.17 9.17 10.18 11.19 12.19 13.19 4 23 1.1 1 23/23 1-2 21 CAGR 5.1%/9.0%2 Q2 23 3-7 21 CAGR 3.3%/2.6%/2.5%/3.1%/2.6%2.8%/5.4%/3.2%/5.6%/6.8%3 8-10 8-10 21 CAGR 5.0%/4.0%/3.5%10.4%/5.8%/3.8%1 3 CAGR 2 B B 23 4/5/7 CAGR 3 C 23 1 2 Wind Wind 3 4 CAGR Wind Wind-20%-10%0%10%20%2022-02 2022-05 2022-08 2022-11 2023-02 2023-05 2023-08 21 CAGR-30%-10%10%30%50%21 CAGR0%10%20%30%40%50%0%3%6%9%12%15%21 CAGR 21 CAGR 5 23 2022 12 88.3 23 3 94.9 4-8 9 87.2 22Q4 22.8 23Q2 24.50 22Q4 61.8 23Q2 58.00 5 6 Wind Wind 20 23 7 CPI PPI 8 CPI PPI Wind Wind 801001201402021-01 2022-01 2023-01()0204060801002019-03 2020-03 2021-03 2022-03 2023-03-10-5051015CPI:当月同比PPI:全部工业品:当 月同比-101030CPI:食品:当月同比PPI:生活资料:食品 类:当月同 比 6 9 Wind 1.2 23 2023 1-10 21.0%300-13.3%-11.9%23 2 23 9-10 23 1-10/1.0%/19.6%/19.9%/23.9%/26.3%10 23 Wind-25%-20%-15%-10%-5%0%5%10%15%300()()300 7 11 2023 10 31 12 2023 10 31 Wind Wind 1 2 13 Wind 23Q3 5 23Q3 23Q2 14()(%)22Q4 23Q1 23Q2 23Q3 22Q4 23Q1 23Q2 23Q3 22Q4 23Q1 23Q2 23Q3 197 154 186 152-71-463 536-642 0.124 0.109 0.114 0.085 68 89 91 61 1162 2008 1549-1110 0.015 0.026 0.036 0.028 104 42 36 58 367-2712-247 969 0.050 0.016 0.013 0.019-30%-25%-20%-15%-10%-5%0%5%10%()300-30%-25%-20%-15%-10%-5%0%-50.0%-40.0%-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%23Q1 23Q2 23Q3 23 10 8 66 44 39 48 976-1349 247 1044 0.036 0.023 0.022 0.027 72 54 39 38 188-1357 543 12 0.055 0.035 0.026 0.022 18 35 27 29 223 232-231 32 0.013 0.018 0.013 0.012 22 33 38 26 682 59 478-425 0.020 0.025 0.023 0.015 25 20 27 26-177-169 466 144 0.005 0.003 0.006 0.006 26 48 39 18 1552 692-653-902 0.006 0.009 0.006 0.002 22 25 23 17 236 17-17-149 0.003 0.004 0.003 0.001 26 28 10 16 49 13-143 245 0.012 0.013 0.007 0.009 21 24 14 15-312-185 36 43 0.004 0.003 0.003 0.002 2 9 2 133 0.000 0.000 12 15 19 8-44-119 283-418 0.001 0.001 0.002 0.000 5 16 15 8 331 194-171-34 0.002 0.003 0.002 0.002 10 7 7 7-406-186 52 161 0.001 0.001 0.001 0.001 6 75 0.000 7 12 5 22 571-521 0.000 0.002 0.000 8 8 6 5 81 530 56 143 0.002 0.003 0.003 0.004 8 9 6 5-414-60-376 5 0.002 0.001 0.000 0.000 6 6 3 4 459-407 1 143 0.001 0.000 0.000 0.000 5 5 3 4-4 53-4-4 0.000 0.001 0.001 0.000 2 3-26 80 0.000 0.001 3 3 39 145 0.000 0.001 1-339 0.000 7 4 35 107 0.000 0.002 2 5 1 17 0.000 0.000 5 7 3 169-91 23 0.001 0.001 0.001 13 2-581-28 0.002 0.000 6 2 254-100 0.001 0.000 Wind 1 B B 2 9/Price in(003000)(002847)(002991)(002582)(603345)B B(001215)(002216)(603317)(600872)(300908)(603027)(300915)(300973)(605300)(002557)(600298)(603517)(603886)(603288)3.1 Q3 23 23Q3 23Q2 B C B B C/23Q3 B C 23 23Q3 23Q2 1 23 Q1-Q2 23Q3 Q3 Q2 2 23 yoy+50.04%833 3 23 23 yoy+7.5%4 10 23 23 yoy-4.6%B C B B C 1 23Q2 Q3 5 B 2 23H1 yoy-2.7%/yoy+34.6%/-15.5%/-2.2%3 23 Q1-Q3 7.3/yoy+12.2%1.19/yoy+92.35%0.89/yoy+113.24%0.47/yoy+24.80%0.12/yoy+63.37%4 B C 23/yoy+41.77%/5.28%/-15.75%/-3.00%/117.39%/-23.15%23/yoy+33.0%/3.7%/2.3%1 22 10 22 23Q2 2/23 23H1 22H1 0.54 23 23-0.51pct 23 23-3.85pct 23/1.5/4.8pct 1.3pct/0.3/0.6/0.2pct/B 0.6/0.4pct Q3 2.6pct 23 Q3/2.4pct 23 6.6pct/-0.1/0.7pct 11 1 23 yoy yoy 186.5-2.33%41.5-7.7%35.5%-0.74pct 39.5-0.08%4.6 14.8%32.6%0.86pct 23.3 50.04%3.9 111.8%37.8%3.07pct 16.4-2.60%1.3-5.7%32.8%-2.21pct 96.5 7.46%8.1 0.3%24.7%-0.51pct 19.5-4.61%6.0-5.3%50.7%-3.85pct 22.3 17.04%2.8 30.1%36.9%2.58pct 2.7 14.03%0.4 13.0%39.2%-0.63pct 17.6 19.24%1.8 28.1%33.9%-0.37pct 7.3 12.21%1.3 77.5%41.6%3.91pct 5.4%0.14pct 4.7%0.09pct 22.3%-1.29pct 8.4%-0.11pct 9.6%0.08pct 11.7%1.52pct 12.3%-1.89pct 6.7%1.13pct 16.6%4.83pct 13.8%-1.13pct 8.4%-0.17pct 8.0%-0.26pct 5.3%-0.78pct 8.0%0.19pct 8.4%-0.6pct 13.4%-3.43pct 3.4%0.28pct 30.9%-0.24pct 14.1%-0.31pct 7.8%1.41pct 12.6%1.27pct 7.1%0.33pct 13.2%-1pct 14.6%-0.13pct 14.3%-0.77pct 4.9%0.13pct 10.3%0.71pct 14.3%-2.36pct 7.3%-0.78pct 17.9%6.57pct Wind 2 22Q4 23Q1 23Q2 23Q3 22Q4 23Q1 23Q2 23Q3-7.1%-3.2%-5.3%2.2%-20.6%-8.4%-11.5%-1.9%-18.7%1.5%-1.4%-0.4%-57.9%-7.1%3.8%64.1%54.9%69.8%33.8%48.4%80.8%168.6%82.4%93.0%-14.3%7.1%-13.9%0.0%0.7%1.6%-40.0%25.3%12.0%8.4%1.6%90.0%24.8%-15.1%-6.4%-10.8%10.4%-21.3%-1.5%-13.5%25.0%-33.7%8.3%24.5%21.8%12.7%16.4%28.2%21.6%22.0%47.6%-23.3%7.2%17.7%16.9%-52.4%-14.4%45.6%15.7%30.9%27.2%20.9%11.8%40.9%33.2%16.2%14.0%12.3%8.6%15.4%7003.1%232.6%63.5%36.6%Wind 12 3 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 36.9%34.7%34.5%-1.25pct-0.14pct-0.75pct 23.5%22.2%20.8%-1.34pct-1.54pct-0.86pct 31.4%32.5%33.9%-0.9pct 0.85pct 2.71pct 10.6%11.8%12.8%-0.97pct 0.59pct 5.04pct 39.0%37.4%36.9%4.05pct 1.71pct 3.33pct 17.7%15.6%16.3%6.5pct 4.15pct 3.76pct 35.1%36.5%26.1%-2.82pct 3.25pct-7.77pct 11.5%9.0%2.8%-0.73pct 1.37pct-1.85pct 25.4%23.6%25.0%-1.28pct-3.1pct 3.03pct 9.7%8.5%6.7%0.99pct-2.35pct-0.58pct 56.3%48.8%45.7%3.91pct-8.87pct-7.71pct 32.0%32.6%27.9%3.73pct-6.09pct 2.51pct 40.6%31.1%38.1%4.66pct-3.38pct 5.4pct 15.5%9.0%12.8%-0.02pct 0.69pct 2.7pct 38.7%40.5%38.4%-0.72pct 1.48pct-2.27pct 12.2%14.8%16.2%-3.08pct 2.83pct-0.17pct 35.1%34.5%32.3%2.06pct-0.54pct-2.22pct 10.4%9.3%11.1%1.01pct 0.86pct 0.42pct 40.1%41.1%43.2%2.06pct 3.65pct 5.64pct 17.3%19.1%17.3%11.47pct 6.4pct 2.68pct Wind 4 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 5.2%5.6%5.6%-0.2pct 0.89pct-0.28pct 1.6%2.0%2.4%0.26pct 0.36pct 0.13pct 8.6%8.4%8.1%-0.22pct 0.9pct-1.01pct 6.4%6.3%5.9%1.37pct 0.54pct-2.3pct 11.7%13.5%11.9%-3.36pct-0.08pct-2.17pct 3.6%4.2%4.5%0.32pct 0.98pct 1.75pct 12.4%16.2%12.8%0.34pct 0.68pct-4.51pct 4.5%4.3%5.0%-0.87pct 0.02pct-0.5pct 5.2%4.9%5.7%-1.46pct-0.57pct-0.25pct 3.3%3.5%3.9%0.05pct 0.22pct 0.07pct 17.8%9.4%11.7%-0.02pct-1.44pct-11.08pct 3.2%3.4%3.3%-0.02pct 0.37pct 0.41pct 14.8%11.4%15.6%1.83pct-6.6pct 2.95pct 5.9%8.2%5.9%2.51pct 2.5pct-0.33pct 7.6%8.2%6.0%1.39pct 0.65pct-0.79pct 11.6%9.4%8.2%0.91pct-1.79pct-1.7pct 16.1%14.8%12.2%1.88pct-1.91pct-2.01pct 2.5%3.9%2.4%0.18pct 1.27pct-0.3pct 12.0%14.7%15.6%-11.23pct-0.5pct 3.34pct 4.7%4.6%4.4%0.1pct-1.16pct-0.19pct Wind 23Q4 24 23Q3 23/24 23Q4 B 13 3.2 B C B C B/23Q3+17.2%/+25.0%Q3+15.5%30%B 35-40%B 15%C/23Q3+3.0%/-11.9%/+8.1%/+11.8%+31%+27%B 5 22Q3 22Q4 23Q1 23Q2 23Q3 22Q3 22Q4 23Q1 23Q2 23Q3 30.8%26.8%36.4%26.1%17.2%61.7%118.4%76.9%50.0%63.8%5.1%12.6%1.3%0.3%3.0%-12.1%7.8%7.0%-7.5%22.1%19.2%18.8%23.2%40.4%25.0%18.9%1.1%5.5%50.3%60.4%2.7%12.5%6.0%6.6%-1.1%-593.7%-355.8%-28.5%-973.7%-92.4%5.8%-9.7%24.5%21.7%5.3%-3.2%-12.9%-44.7%-43.8%-102.8%11.8%-1.7%8.6%11.9%-11.9%-2.7%9.0%-0.2%12.6%-18.8%9.8%5.6%3.2%11.1%8.1%9.0%0.4%2724.4%-64.9%354.6%7.4%-11.6%23.1%20.3%11.8%2.4%-56.0%31.9%455.2%-1.0%Wind 23Q3/+2.04/+0.97/+1.56/+5.13pct(12.77%/+3.86pct yoy 10.95%/+2.54pct yoy)23Q3/+2.37/+2.39/+0.69/+5.48pct 23Q3/-0.16/-2.91/-0.23/-0.74pct+2.39pct-0.95pct 6 23Q2 23Q3 23Q2 23Q3 23Q2 23Q3 23Q2 23Q3 23Q2 23Q3 22Q3 22Q4 23Q1 23Q2 23Q3 19.9%22.0%-0.13pct 2.37pct 4.9%6.1%-0.75pct-0.16pct 0.61pct 2.53pct 7.8%9.8%10.8%9.4%9.8%26.7%24.6%-1.39pct-0.67pct 10.0%12.9%-1.15pct-2.91pct-0.24pct 2.23pct 5.6%12.5%10.2%9.5%6.6%22.5%22.4%0.15pct-0.70pct 4.7%4.1%1.58pct-0.23pct-1.43pct-0.47pct 6.2%7.0%6.9%5.5%6.2%15.8%20.3%-5.02pct-0.09pct 11.3%10.1%0.85pct 0.77pct-5.86pct-0.86pct 1.6%1.5%3.2%-4.3%0.1%16.3%20.4%1.76pct 5.48pct 7.9%8.3%-0.14pct 0.66pct 1.89pct 4.82pct-5.1%-9.5%-5.0%-3.3%0.0%14 26.0%26.2%2.03pct 2.39pct 4.3%5.9%0.90pct 2.30pct 1.13pct 0.10pct 16.6%15.1%17.2%17.7%15.7%26.7%26.9%-2.78pct 0.69pct 5.1%5.1%-0.41pct-0.74pct-2.37pct 1.43pct 10.8%11.0%6.3%11.2%12.4%25.3%42.3%0.69pct-2.24pct 12.2%8.2%-0.65pct 0.25pct 1.34pct-2.50pct 21.4%2.4%7.2%0.9%18.7%Wind 23Q4 B B C B B 3.3 23 Q1-Q3/Q3 Q3 23 2023 6 16162 23H1 1086 6137 23H1 442 4213 23H1 288 3706 23H1 277 23 23 yoy+0.8%KA 23 yoy+1.4%Q3 23 15 23 22 22 12/kg 23 4 27/kg 10 12/kg 23 23Q3 23 23 23 23 23 16 7 23 yoy yoy 44.8 2.16%4.2-19.1%25.4%-5.03pct 30.0 52.54%3.8 95.0%34.5%-1.9pct 13.1 35.56%1.9 145.4%36.3%2.37pct 14.9 47.85%1.1 31.8%26.5%0.43pct 10.9 11.89%-0.5-8.0%25.9%1.35pct 60.0-14.33%1.2-44.2%28.5%0.37pct 45.8-14.07%0.9 198.9%24.7%-2.81pct 50.7 0.77%4.4-9.0%23.3%-0.6pct 21.6 1.41%2.8 3.1%61.8%1.29pct 56.3 9.99%3.7 37.2%24.2%-2.32pct 15.8-2.29%0.9 24.4%28.7%-0.26pct 28.2 2.68%2.9 47.0%24.2%6.69pct 9.1%-0.12pct 5.9%-0.04pct 9.5%-2.5pct 12.3%-4.94pct 6.4%-0.85pct 12.5%2.72pct 11.7%-2.89pct 5.3%-2.65pct 14.3%6.39pct 11.4%0.9pct 5.7%-1.34pct 7.3%-0.89pct 23.3%1.19pct 9.8%-2.18pct-5.0%1.08pct 19.2%0.78pct 6.0%0.31pct 2.0%-1.09pct 18.0%-4.6pct 4.0%-0.27pct 1.9%1.33pct 8.0%0pct 2.6%0.3pct 8.8%-0.94pct 37.7%1.6pct 5.4%0.27pct 12.9%0.21pct 7.2%-2.82pct 7.2%-1.06pct 6.5%1.29pct 12.2%-1.52pct 9.9%0.38pct 5.5%1.18pct 5.2%1.95pct 4.6%-0.41pct 10.4%3.14pct Wind 17 8 22Q4 23Q1 23Q2 23Q3 22Q4 23Q1 23Q2 23Q3 18.9%-6.7%8.3%5.1%4.6%-21.7%-37.2%-10.7%41.3%55.4%57.6%46.2%25.7%100.3%105.9%82.9%9.9%22.2%48.1%37.3%13.7%103.1%533.5%93.6%25.4%68.4%35.2%45.9%36.9%90.4%8.2%26.3%-18.1%11.4%17.5%8.6%-11.6%-18.9%-18.0%-4.5%72.5%-74.7%-27.4%-38.5%-3.1%38.6%15.1%175.4%-0.8%1.7%-1.3%2.1%-23.7%-12.8%-21.4%11.1%-8.1%2.8%2.4%0.3%-34.2%7.1%-11.7%8.0%13.9%8.3%63.7%34.1%20.3%-17.1%-5.6%-0.8%-0.4%2.4%1.5%2159.2%19.8%13.8%1.5%-2.9%42.5%Wind 9 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 28.5%20.6%26.8%-2.34pct-6.92pct-5.52pct 10.6%4.3%12.5%-2.04pct-3.09pct-2.22pct 34.6%36.0%32.9%-4.02pct-0.49pct-1.58pct 11.0%13.3%13.0%2.47pct 3.11pct 2.61pct 36.3%34.9%37.5%1.5pct 5.83pct 0.41pct 12.6%12.3%17.4%5.02pct 9.45pct 5.05pct 26.0%26.5%26.8%-0.58pct-1.81pct 3.22pct 7.5%8.0%6.6%0.87pct-1.99pct-1.03pct 26.7%19.8%29.4%-2.41pct 2.47pct 4.81pct-2.2%-14.8%-0.8%-3.8pct-0.51pct 7.7pct 29.2%28.6%27.7%2.86pct-0.6pct-2.06pct 4.5%1.0%-0.1%2.38pct-2.34pct-4.37pct 28.3%18.7%24.4%-1.29pct-4.09pct-2.16pct 7.2%-6.4%0.7%3.34pct 2.84pct 0.36pct 23.9%23.1%23.0%-1.68pct-1.64pct 1.26pct 8.8%8.7%8.7%-1.46pct-2.23pct 0.71pct 58.4%58.2%65.2%1.4pct-1.25pct 2.77pct-4.3%8.3%22.7%4.44pct-4.58pct 1.43pct 24.3%22.3%25.8%-6.01pct-3.34pct 2.19pct 7.4%4.9%7.2%2.51pct 0.74pct 0.73pct 29.1%26.6%31.3%-2.87pct-0.85pct 3.87pct 5.9%6.4%3.8%0.46pct 0.15pct 3.63pct 18.7%23.0%29.2%2.33pct 5.4pct 11.07pct 4.5%10.9%14.1%4.5pct 10.92pct 4.49pct Wind 18 10 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 10.7%8.5%8.4%1.44pct-0.03pct-1.34pct 5.2%5.6%4.3%0.79pct-0.97pct-0.76pct 13.8%11.5%11.8%-6.29pct-6.23pct-2.84pct 4.4%4.1%4.4%-1.33pct-0.73pct 0.33pct 13.7%11.8%9.9%-3.54pct-4.21pct-1.03pct 4.3%4.4%3.4%-1.04pct-1.41pct-1.45pct 11.9%10.5%11.9%-0.13pct-0.77pct 3.02pct 3.9%3.7%3.8%-2.72pct-1.22pct-0.64pct 19.8%25.4%25.5%-1.05pct 4.21pct 1.44pct 6.7%10.2%7.6%-1.07pct-1.61pct-0.47pct 17.0%20.5%20.7%-1.28pct 1.92pct 2.3pct 5.1%5.4%5.9%0.45pct-0.85pct 0.92pct 15.2%21.2%19.3%-6.92pct-5.14pct-1.41pct 3.2%5.3%3.0%1.47pct-2.44pct-2.38pct 8.4%8.1%7.7%-0.09pct 0.45pct-0.37pct 2.3%2.0%2.0%0.08pct 0.5pct 0.17pct 51.0%40.6%30.5%-1.31pct 3.36pct 1.61pct 7.3%5.0%3.3%0.51pct 0.93pct-0.3pct 6.8%7.4%7.4%-7.22pct-2.3pct 0.85pct 6.3%6.8%6.7%-0.19pct-3.46pct 0.28pct 11.8%10.7%14.9%-3.4pct 0.33pct-1.92pct 7.4%5.7%9.1%0.63pct 0.37pct 0.99pct 4.5%5.4%5.5%0.29pct 2.4pct 2.61pct 6.5%3.3%3.9%0.27pct-1.04pct-0.49pct Wind 23Q4 24 1/24 2 23 24 1 2 3.4 Q3 Q3 19 11 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 26.2%21.3%30.1%24.6%92.0%66.9%11.7%14.5%2.2%-27.0%26.6%-33.8%12.3%7.1%11.4%-26.5%-25.1%346.3%22.8%56.3%13.9%267.2%341.1%162.5%Wind 12 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3-7.5%5.9%12.4%15.2%17.0%-13.9%8.8%-2.8%0.0%58.7%6.3%-29.6%-5.2%10.7%-11.3%40.4%39.7%-41.5%-19.9%7.0%10.6%15.2%14.3%-2.5%Wind Q3 23 13 20 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 32.0%33.7%31.9%-1.1pct 4.3pct-0.2pct 34.3%34.7%34.0%-2.0pct 2.1pct 1.7pct 19.9%23.6%23.9%-6.3pct-2.0pct 6.6pct 17.0%19.4%18.9%5.5pct 8.8pct 8.7pct 23Q1 23Q2 23Q3 23Q1 23Q2 23Q3 11.9%12.0%12.7%-1.1pct 0.3pct 0.8pct 13.4%16.5%15.6%-0.1pct 2.9pct 1.4pct 7.3%8.5%8.7%-0.5pct 1.0pct 0.5pct 2.4%3.1%3.3%-1.0pct-0.4pct 0.6pct Wind 15/16(/100kg)Wind Wind 17/18/Wind Wind 020004000600080001000012000140002019-01-022019-04-122019-07-192019-10-292020-02-072020-05-152020-08-192020-11-272021-03-092021-06-162021-09-162021-12-282022-04-112022-07-182022-10-262023/02/032023/05/122023-08-1640455055606570752019-122020-032020-062020-092020-122021-032021-062021-092021-122022-032022-062022-092022-122023-032023-062023-090501001502002503001/2/194/8/197/12/1910/15/191/21/204/24/207/29/2010/30/202/5/215/12/218/16/2111/17/212/22/225/25/228/30/2212/1/223/3/236/5/239/4/2301002003004005006007008009002019-012019-042019-072019-102020-012020-042020-072020-102021-012021-042021-072021-102022-012022-052022-082022-112023-022023-052023-08 21 23Q4 24 1 2 22 信 息披 露 1%(600872)1%23 Table_Disclaimer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTable_Address 318 26 021-63325888 021-63326786 Table_Disclaimer
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