资源描述
|2023 07 17/2023/7/11-7/15 0.6%-1.71%-6.36%7600-8300/0.6%10-30/20-30/288.28/0.04/76.25%1.81pct 7 1pct 1844/32/-1.71%5234.5-6.36%-35.09%79.08%81.47%+0.36pct 1 1 50-200/2 PCB 7600-8300/300 40 4%7/10 16,2024 12 31 1 2 3&%107 2.1 965.6 1.2 803.1 1.1%1m 6m 12m-1.8-6.3-13.1-2.7-2.0-3.3 1 2023-07-10 2 2023-07-03 3 2023-06-20 S1090517070008-25-20-15-10-50510Jul/22 Nov/22 Mar/23 Jun/23(%)建材 沪深300 2.5 1.5 2.5 3.6.7 1.7 2.8 1.8 2.9 3.9 4.11 5.14 6.17 7.18.19 1.19 2.21.23 1.23 2 2023H1 2.22-2.42 52%-56%.23 3 2023H1 1.0-1.5 96%-97%.23 4 4779.68.23 5 2023H1 1.2-1.7 57%-73%.23 6 2023H1 1.3-1.7 57%-65%.23 7 2023H1 0.5-0.6 83%-136%.24 8 ST 2023H1 0.35-0.45.24 9 2023H1 1.11-1.66.24 10 2023H1 0.18-0.27.24 11 2023 0.20.24 1ZAZuNsPoNqRoQnOsPoRqRaQ9R8OnPpPpNpMeRpPpQjMmNpQbRoPnQNZsQnPuOpMqR 3 12 2023 H1 0.19-0.23.24 13 0.15.24 14 2023H1 0.07-0.11.25 15 2023H1 1.68-2.28.25 16 2023H1 2.50-2.30.25 17 2023H1 0.125-0.160.25 18 2023H1 3.48-3.58.25 19 2023H1 0.70-0.88.25 20 2023H1 0.10-0.15 66%-78%.25 21 2023H1 3-4.25 22 2023H1 0.64-0.71.26 23 2023H1 0.16-0.19.26 24 2023H1 0.45-0.57.26 25 2023H1 0.16-0.29.26 26 2023H1 0.89 1.00.26 1 P.O42.5/.13 2/.13 3 P.O42.5/.13 4 P.O42.5/.13 5 P.O42.5/.13 6 P.O42.5/.13 7 P.O42.5/.14 8 P.O42.5/.14 9%.14 10/.15 11/.15 12/.16 13/.16 14.16 4 15/.17 16/.17 17/.18 18.18 19.18 20 PVC PPR HDPE/.18 21/.18 22/.19 23 LNG/.19 24/.19 25/.19 26.20 27.20 28.20 29 PE 2023.20 30 PE 2023.20 1 2022 2023.10 2.11 3.21 5 1 0.6%10-30/20-30/288.28/0.04/76.25%1.81pct 7 1pct 1844/32/-1.71%5234.5-6.36%-35.09%79.08%81.47%+0.36pct 1 1 50-200/2 PCB 7600-8300/3.2-3.3/2 300 40 4%7 10 16,2024 12 31 6 1 2 3&3+C+2023-2024 EPS 0.93 1.05 2023-2024 EPS 0.76 0.92+C 2023-2024 EPS 1.36 1.81 BIPV+/2023-2024 EPS 0.55 0.77 B B+2023-2024 EPS 0.58 0.71 7+2023-2024 EPS 2.16 2.49+2000 2023-2024 EPS 1.59 2.07+2023-2024 EPS 1.38 1.53 1+N+2023-2024 EPS 0.60 0.80 1 1 2023 6 0.1%2.3%0.6%0.5%0.7%1 6 0.7%6 0.2%0.2%0.2%0.5%0.1%0.3%0.1%8 2 2023 6 5.4%0.8%6.5%1.1%3.1%3.0%3 7 11 2023 15.73 2.02 6 3.05 2296 21.55 4754 6 4.22 9859 2 1 1 7 10 2024 12 31 2 58 2023 30 22 20 13 3%4 2%3 6 70 6 0.1%0.2%0.1%0.7%0.3 0.4%0.1 0.2 31 7 15 8 4 1 6 4041.7 16.2%2021 1 6 2340.5 7.0%57.9%5.7 ABS 1379.1 4.5%34.1%4.2 9 2 1 7 12 13 2023-2025 2025 90 2 900 89 791.3 73 2023 156.5 17.4%3 1.76 7208 3707 1113 3 1 2023 7 2023 7 6 P.O 42.5 377.7/1.6%P.O 42.5 323.6/2.6%4.8/5mm 1913.1-5/2.7%2 4-5 1 11 7-11 7-8 10 1 2022 2023 2022 2023 1.1-3-31 90 5-6 20 110 90 5-7 30 1 1 3 31 35 6 1 9 30 20 35 6 10 40 6-8 20 9-12 40 4-5 12 2022 1 5 2022 7 10 65 100 180 45 25 40 6 7-8 30 108 100 40 4 7 5 5 2425 5400.93 4-5 10-15 60 110 40 60 50 30 2022 11 15 2023 3 15 140-180 75 4.20-5.10 20 6 10-15 60 90 160.44%40 45-50 4.1-5.31 15 6-8 43 7 15 8 20 170 45-50 35 45 150 75 4-5 10 6 15 160 180 60-70 1.1-3.15 75 40 12 1 3 31 4 90 5 120 180 90 4.27-5.27 15 11 1 3 90 10 15-3 15 5 75 110 40 20 30 20 45 30 110 40 20 30 20 45 30 150 60 30 10 50 45 2022 200 60 45 60 100 40 30 20 10 70 100 130 150 50-60 40-50 12 1 3 10 100 30 70 5-7 30 12 1 3 10 100 70 11 1-4 10 120 180 1-4 100 5 1 30 150 1-3/4 75-120 5-6 30 100 30 1.1-3.10 70 11 4 0.6%10-30/20-30/7 1 2 10%-20%5 7 3-4 3-4 7 3-5 5-6 20-30/3 20-30/3-4 7-8 10-20/6-7 10-20/4 100-110/3-5 6-8 6-7 10-15/7 6-7 60%-70%20-30/6-7 20-30/5 5-7 20/6-7 6 10/P.O42.5 270-275/4-5 4-5 4-6 12 10/P.O42.5 250-290/5-6 10-30/5-7 70%20/5 30/5 70%5-6 5-6 10-20/5-6 80%5-7 80%30/5 5-6 20-30/5-6 5-6 10-20/3-4 7 5-6 20/7 20 15 30/6 5-6 50%-60%3-4 6-7 5-6 3-4 3 4 5 60 13 P.O42.5 Q5500 715/288.28/0.04/100kg 1 P.O42.5/2/wind P.O42.5 3 P.O42.5/4 P.O42.5/5 P.O42.5/6 P.O42.5/200300400500600700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020040060080010001200140016001502002503003504004505005502016/032016/062016/092016/122017/032017/062017/092017/122018/032018/062018/092018/122019/032019/062019/092019/122020/032020/062020/092020/122021/032021/062021/092021/122022/032022/062022/092022/122023/032023/06水泥煤炭 价格差 动力煤价 格（右 轴）1502002503003504004505005506002009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/13 14 7 P.O42.5/8 P.O42.5/76.25%1.81pct 10 5 50%9%5 110%1 20230713 1844/7 6 9/-0.46%1844/32/-1.71%1502002503003504004505005506006502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/131502002503003504004505005506002009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/1301020304050607080902016/3/312016/6/302016/9/302016/12/312017/3/312017/6/302017/9/302017/12/312018/3/312018/6/302018/9/302018/12/312019/3/312019/6/302019/9/302019/12/312020/3/312020/6/302020/9/302020/12/312021/3/312021/6/302021/9/302021/12/312022/3/312022/6/302022/9/302022/12/312023/3/312023/6/30 15 2-4 8-9 5m 2 4 稳。1-2/200%。观。1-3。10/11/2021 2022 84.62%0.77%56.54 0.52 0.92%36.53 3.05 7.71%12-13 86%57+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 16 1 12/13/Wind 306(20.463/242 64 20230713 16.67+0.39%20230707-0713 116.7+0.44%-2.23%20230713 37920/-1.69%20230707-0713 37.92-1.9%20230713 79.08%81.47%+0.32 20230707-0713 79.08%81.47%+0.36 20230713 5234.5 355-6.36%-35.09%22.4-1.5 10%14 050010001500200025003000350040002015/092016/012016/052016/092017/012017/052017/092018/012018/052018/092019/012019/052019/092020/012020/052020/092021/012021/052021/092022/012022/052022/092023/012023/05全国平均-50005001000150020002020/1/22020/3/22020/5/22020/7/22020/9/22020/11/22021/1/22021/3/22021/5/22021/7/22021/9/22021/11/22022/1/22022/3/22022/5/22022/7/22022/9/22022/11/22023/1/22023/3/22023/5/22023/7/2浮法玻璃：以煤 炭为燃 料的浮 法工艺：生产毛利浮法玻璃：以石 油焦为 燃料的 浮法工 艺：生产毛 利浮法玻璃：以天 然气为 燃料的 浮法工 艺：生产毛 利01000200030004000500060007000800090002009/042009/112010/062011/012011/082012/032012/102013/052013/122014/072015/022015/092016/042016/112017/062018/012018/082019/032019/102020/052020/122021/072022/022022/092023/04 17 6 50-200/2400tex 3650-4000/2400texSMC 3900-4400/2400tex 6000-6600/2400tex 3800-4200/2400tex 4000-4200/2000tex 4200-5400/。PCB 7600-8300/3.2-3.3/15/16/3,5004,5005,5006,5007,5008,5009,5001 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 2023 18 17/18 7 13 692/。19 7 20 PVC PPR HDPE/21/Wind Wind 3,5005,5007,5009,50011,50013,5001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 20230204060801002017/10/12018/1/12018/4/12018/7/12018/10/12019/1/12019/4/12019/7/12019/10/12020/1/12020/4/12020/7/12020/10/12021/1/12021/4/12021/7/12021/10/12022/1/12022/4/12022/7/12022/10/12023/1/12023/4/1库存（万 吨）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050001000015000200002015/032015/062015/092015/122016/032016/062016/092016/122017/032017/062017/092017/122018/032018/062018/092018/122019/032019/062019/092019/122020/032020/062020/092020/122021/032021/062021/092021/122022/032022/062022/092022/122023/032023/06PVC PPR HDPE05001000150020002500300035002023/3/312022/12/312022/9/302022/6/302022/3/312021/12/312021/9/302021/6/302021/3/312020/12/312020/9/302020/6/302020/3/312019/12/312019/9/302019/6/302019/3/312018/12/312018/9/302018/6/302018/3/312017/12/312017/9/302017/6/302017/3/312016/12/312016/9/302016/5/312016/2/292015/10/312015/7/312015/1/31国废均价 19 22/23 LNG/Wind Wind 24/25/Wind Wind 1 1.29%2.53%0.73%1.88%0.49%0.43%0.15%-0.21%-1.31%-1.46%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01000200030004000500060007000800090002014/052014/102015/032015/082016/012016/062016/112017/042017/092018/022018/072018/122019/052019/102020/032020/082021/012021/062021/112022/042022/092023/02LNG 价格05000100001500020000250002018/012018/042018/072018/102019/012019/042019/072019/102020/012020/042020/072020/102021/012021/042021/072021/102022/012022/042022/072022/102023/012023/0405000100001500020000250003000035000400002012/042012/102013/042013/102014/042014/102015/042015/102016/042016/102017/042017/102018/042018/102019/042019/102020/042020/102021/042021/102022/042022/102023/04 20 26 iFinD 2021 27 28 iFinD iFinD 2021 2023 10.62 A 8.10 8.86 10.76 13.47 13.82 16.71 16.96 18.05 30.73 29 PE 2023 30 PE 2023 iFinD 2021 iFinD 2021 3%3%3%3%2%2%2%2%2%1%1%1%1%1%1%1%0%0%0%0%0%0%0%0%0%-1%-1%-2%-3.0%-2.0%-1.0%0.0%1.0%2.0%3.0%4.0%电子食品饮料化工传媒有色金属商业贸易通信电气设备非银金融银行医药生物计算机建筑材料机械设备休闲服务建筑装饰纺织服装农林牧渔钢铁采掘国防军工公用事业汽车家用电器交通运输综合轻工制造房地产1.29%1.69%1.76%2.53%0.73%0.0%0.5%1.0%1.5%2.0%2.5%3.0%上证综指 中小板指 深证成指 创业板指 建材行业-1.46%-1.31%-0.21%0.15%0.43%0.49%1.88%-2.0%-1.5%-1.0%-0.5%0.0%0.5%1.0%1.5%2.0%2.5%其他建材耐火材料管材水泥制品水泥制造玻璃制造玻纤制造467891111111112131313141414151717181920212324263031313840051015202530354045银行煤炭建筑装饰石油石化房地产建筑材料综合非银金融钢铁有色金属交通运输家用电器基础化工环保通信公用事业纺织服饰轻工制造电力设备农林牧渔商贸零售汽车机械设备医药生物传媒食品饮料美容护理社会服务电子国防军工计算机8.108.8610.7613.47 13.8216.71 16.9618.0530.7305101520253035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涂料 21 2 11.24%10.93%7.87%6.61%6.23%-5.10%ST-5.01%-4.61%-4.41%-3.74%3 1 11.24%21.94%46.70%2 10.93%21.32%46.62%3 7.87%13.32%44.12%4 6.61%9.05%44.08%5 6.23%8.27%41.31%6 5.32%8.20%38.42%7 5.07%ST 8.11%37.30%8 4.40%8.03%31.49%9 3.91%7.46%30.98%10 3.41%6.91%29.29%11 3.33%6.62%29.17%12 3.13%6.25%27.58%13 3.04%6.20%23.04%14 2.58%5.97%21.19%15 2.35%5.81%20.69%16 2.31%5.74%18.94%17 2.06%5.35%17.82%18 2.00%5.04%15.71%19 1.96%4.65%14.56%20 1.92%4.53%14.36%21 ST 1.79%3.95%13.61%22 1.72%ST 3.63%13.49%23 1.65%3.41%12.13%24 1.64%3.31%11.71%25 1.59%2.95%11.68%26 1.57%2.88%9.89%27 1.54%2.73%7.87%28 1.35%2.32%7.75%29 1.21%2.21%7.69%30 A 1.20%2.17%6.77%31 1.19%2.16%6.18%32 1.19%2.01%5.77%33 1.09%1.95%5.58%34 1.06%1.93%5.42%35 1.03%1.93%4.53%36 1.02%1.67%4.39%37 0.98%1.57%4.25%38 0.97%1.52%4.02%39 0.82%1.48%3.02%40 0.79%1.37%1.48%41 0.79%1.32%1.16%42 0.75%1.31%1.09%43 0.74%1.27%0.35%44 0.74%1.11%0.18%22 45 0.72%0.94%0.00%46 0.70%0.91%-0.22%47 0.65%0.89%-0.79%48 0.61%0.66%-1.21%49 0.60%0.59%-1.25%50 0.53%0.48%-1.88%51 0.53%0.45%-2.08%52 0.52%0.39%-2.26%53 0.48%0.35%-2.46%54 0.47%0.29%-2.69%55 0.47%0.12%-4.42%56 0.44%-0.15%-4.95%57 0.38%-0.60%-5.13%58 0.21%-1.25%-6.08%59 0.15%-1.53%-6.18%60 0.13%-1.55%-6.36%61 0.00%-1.64%-6.51%62 0.00%-1.67%-6.81%63-0.23%-1.72%-7.48%64-0.24%A-1.84%-7.55%65-0.24%-1.92%-8.42%66-0.28%-2.33%-8.96%67-0.36%-2.37%-9.05%68-0.38%-2.48%-9.22%69-0.47%-2.68%A-10.37%70-0.48%-2.83%-10.37%71-0.51%-3.23%-10.45%72-0.55%-3.36%-12.22%73-0.58%-3.44%-12.45%74-0.61%-3.55%-12.50%75-0.65%-3.59%-12.66%76-0.70%-3.85%-12.79%77-0.71%-4.13%-14.54%78-0.94%-4.34%-14.60%79-1.06%-4.39%-16.33%80-1.12%-4.47%-16.80%81-1.17%-4.49%-17.67%82 ST-1.20%-4.84%-18.24%83-1.27%-5.03%-19.26%84-1.33%-5.11%-20.10%85-1.81%-5.79%-20.11%86-1.86%-6.27%-20.47%87-1.90%-6.47%ST-20.70%88-1.98%-6.49%-20.92%89-2.49%-6.54%-21.68%90-3.01%-8.37%-23.61%91-3.12%-10.33%-24.92%92-3.36%-10.94%-25.94%93-3.45%-11.78%-27.85%94-3.74%-12.00%-31.55%95-4.41%ST-14.45%-40.24%96-4.61%-14.69%ST-43.81%97 ST-5.01%-15.45%-49.81%23 98-5.10%-23.88%ST-52.29%Wind 1 2023 7 10 10 90%(39.34/)20 5 90%(39.34/)2 2023H1 2.22-2.42 52%-56%2023 2.22 2.42 51.76%-55.74%2.28 2.48 51.70%-55.60%3 2023H1 1.0-1.5 96%-97%2023 1.00 1.50 97.13%-95.69%4.00 5.00 29.62 113.50%-116.88%0.0115/-0.0173/4 4779.68 4779.68 1123.86 5 2023H1 1.2-1.7 57%-73%2023 1.15 1.73 3.84 55%-70%1.02 1.60 3.73 57%-73%6 2023H1 1.3-1.7 57%-65%2023 1.33 1.65 3.82 56.81%-65.18%1.19 1.51 3.30 54.14%-63.84%0.0866/-0.1119 24/7 2023H1 0.5-0.6 83%-136%2023 4800 6200 2629.35 82.55%-135.80%3500 4900 1757.47 99.15%-178.81%0.10/-0.12/8 ST 2023H1 0.35-0.45 2023 3500 4500 6160.57 4200 5200 6186.06 0.2522/-0.3243/9 2023H1 1.11-1.66 2023 2023 1.11 1.66 7253.35 563.93-376.42 7654.78%0.20/-0.30/10 2023H1 0.18-0.27 2023 2023 1800 2700 148.68 1110.63%1715.94%1500 2250 31.99 11 2023 0.20 33 7 1987.73 1.00 1987.73 12 2023 H1 0.19-0.23 2023-1865-2280 155%167%2023-2636-3222 192%212%13 0.15 1500 25 14 2023H1 0.07-0.11 2023-716.00-1074.00 2023 95694.44 30.03%-700.97-1051.46 15 2023H1 1.68-2.28 2023 16800-22800 280000-300000 134.46%292456.09 0.40/-0.55/16 2023H1 2.50-2.30 2023-25000-23000 76.05%61.97%-17300-16300 19.49%12.58%17 2023H1 0.125-0.160 2023 1250-1600 1665 1450-1850 1071 0.0244/-0.0312/18 2023H1 3.48-3.58 2023 34800-35800 2215.36 1670.85%-1715.99%2500-3200 1887.70 0.41/-0.42/19 2023H1 0.70-0.88 2023 8800-7000 4703.30 87.10%-48.83%9500-7500 5953.46 0.474/-0.376/20 2023H1 0.10-0.15 66%-78%2023 1000-1500 4458.49 66.36%-77.57%230-330 2682.11 0.030/-0.054/21 2023H1 3-4 2023 30000-40000 114085 126.30%-135.06%39000 26-49000 106689 0.1129/-0.1505/22 2023H1 0.64-0.71 2023 6400-7100 3931.39 62.79%-80.60%5900-6400 4415.36 0.27/-0.31/23 2023H1 0.16-0.19 2023-1600-1900-6994.06-1550-1850-7175.10-0.0463/24 2023H1 0.45-0.57 2023 4500-5729 5728.66 0%-21%4700-5885 5884.64 0.05/-0.07/25 2023H1 0.16-0.29 2023 1600-2900 3149.90 192.07%-150.80%48000 52000 53047.41 1540-2840 3362.02 0.07/0.04/26 2023H1 0.89 1.00 2023 8900 10000 11321.05 9300 10400 13924.72 0.0776/0.0871/27 6-12 A 300 500 20%5-20%5%5%
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