资源描述
|2023 07 25/2023/7/17-7/21 1%&1 2023 1-6/+10.2%/+7.2%6+11.7%/+6.4%2 2023 1-6-7.9%6-20.6%1-6/-5.3%/+1.1%6-28.1%/-25.0%1-6/-24.9%/-6.6%/+19.0%6-31.4%/-30.3%/+15.2%3 2023 1-6 735.3-6.7%6 152.2-6.8%7.8pct 1%10-20/30/7 53%11pct 75%1859/15/+0.80%1 2 PCB 7600-8300/3.2-3.3/&13 7 2023 2023H1 2C%107 2.1 976.1 1.2 811.0 1.2%1m 6m 12m 2.2-6.5-8.9 3.7 2.5 1.3 1 2023-07-17 2 2023-07-10 3 2023-07-03 S1090517070008 S1090523070010-20-15-10-50510Jul/22 Nov/22 Mar/23 Jun/23(%)建材 沪深300&2.5 1.5 2.6 3.6.8 1.8 2.8 1.8 2.9 3.9 4.10 5.13 6.15 7.17.18 1.18 2.19.22 1 5.02.22 2 2023H1 0.1 0.2.22 3 1.19 2022 4.16%.22 4 2023,5.22 5 ST.22 6 780.22 7.23 8.23 9.23 10 2.73.23 11.23 YWBYzQrMpMoPoQpMqNpQoPbR8Q9PoMoOmOnOeRmMqPiNnPsP6MpOoQuOqNoQxNnNoP 3 12 2023 3980.77.23 13 105.68.24 14 13.17/.24 1 P.O42.5/.12 2/.12 3 P.O42.5/.12 4 P.O42.5/.12 5 P.O42.5/.12 6 P.O42.5/.12 7 P.O42.5/.13 8 P.O42.5/.13 9%.13 10/.14 11/.14 12/.15 13/.15 14.15 15/.16 16/.16 17/.17 18.17 19.17 20 PVC PPR HDPE/.17 21/.17 22/.18 23 LNG/.18 24/.18 25/.18 26.19 4 27.19 28.19 29 PE 2023.19 30 PE 2023.19 1.10 2.20 5 1 2023 1-6/+10.2%/+7.2%6+11.7%/+6.4%2 2023 1-6-7.9%6-20.6%1-6/-5.3%/+1.1%6-28.1%/-25.0%1-6/-24.9%/-6.6%/+19.0%6-31.4%/-30.3%/+15.2%3 2023 1-6 735.3-6.7%6 152.2-6.8%7.8pct 1 1%10-20/30/7 53%11 75%1859/15/+0.80%1 2 PCB 7600-8300/3.2-3.3/6 2&1 13 2 2023 2024 3 2023H1-2C 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+/7 2023-2024 EPS 0.55 0.77 B B+2023-2024 EPS 0.58 0.71+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 8 1 1 59.30 5.5%1.0 3.04 3.7%23.06 4.3%33.19 6.4%4.5%6.3%0.8%1.7%4.2%4.1%2 19 2023 4.8%5%2024 4.8%4.7%3 3.7%1.2 3.9%GDP 27.8%7.7%0.5 6.0%1.4 7.2%1.5 20.5%9.6%6.2%4 2 1 1 6 7.1%0.2 8.5 11 6287 4590 2 2023 5.86 7.9%4.44 7.3%9 79.15 6.6%55.71 6.9%4.99 24.3%3.63 24.9%3.39 19.0%2.46 18.5%3 13 4 2023 5 2 1 3.8%7 2 1.76 7208 3707 1113 3 1 7 17 3.8%6 4.4%6 1.85 1.5%9.53 1.3%6 0.80 7.6%4.69 9.1%2 10 6 1.99 4 1%10-20/30/7 53%11 75%1 10-20/10-20/4-6 5-7 6 4-5 20/P.O42.5 210-230/5 6-8 7 70%10-20/6 5-7 5-6 4-5 10-20/6 6-7 70%4-5 4 4-5 10/10/6-7 30-40/P.O42.5 260-270/20/6-8 11 P.O42.5 Q5500 715/5 70%-80%4 5-6 70-80/5-6 5-6 10/20-30/5-6 70%5-7 20/5-6 P.O42.5 220-230/200/5-6 30/20-30/5-6 20/3-4 6-7 20-30/30/30/5-6 30/50%-60%5-6 20-30/6-7 10-30/4-5 20-30/3-5 6 4 50/65%30/12 282.79/2.92/100kg 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 13 7 P.O42.5/8 P.O42.5/75.00%1.25pct 10 5 50%9%5 20230720 1880/7 13 36/+1.9%1859/15/+0.80%3-4 1-2 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 14 2-3 10/11/2021 2022 85.13%84.62%+0.51 56.88+0.34 0.61%31.30-5.23 14.32%13+35 12+0.4 45%12+0.17 50%12+0.15 85-86%57+3 2150/600/500/14001600180020002200240026002022/8/122022/8/262022/9/92022/9/232022/10/72022/10/212022/11/42022/11/182022/12/22022/12/162022/12/302023/1/132023/1/272023/2/102023/2/242023/3/102023/3/242023/4/72023/4/212023/5/52023/5/192023/6/22023/6/162023/6/302023/7/14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 15 12/13/Wind 5 3 2 305(20.448/245 60 20230720 16.8+0.76%20230714-0720 117.52+0.7%-0.86%20230720 36510/-3.72%20230714-0720 36.64-3.38%20230720 80.33%+1.24 82.14%+0.68 20230714-0720 79.74%+0.65 82.09%+0.62 20230720 4750.8 483.7-9.24%-40.65%20.2-2.2 14 6 050010001500200025003000350040002011/012011/072012/012012/072013/012013/072014/012014/072015/012015/072016/012016/072017/012017/072018/012018/072019/012019/072020/012020/072021/012021/072022/012022/072023/012023/07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01000200030004000500060007000800090002011/072011/122012/052012/102013/032013/082014/012014/062014/112015/042015/092016/022016/072016/122017/052017/102018/032018/082019/012019/062019/112020/042020/092021/022021/072021/122022/052022/102023/03 16 2400tex 3650-3950/2400texSMC 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 17 17/18 7 20 103 692/6.71%19 7 20 PVC PPR HDPE/21/3,5005,5007,5009,50011,50013,5001 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 20230204060801002018/62018/92018/122019/32019/62019/92019/122020/32020/62020/92020/122021/32021/62021/92021/122022/32022/62022/92022/122023/32023/6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 18 Wind Wind 22/23 LNG/Wind Wind 24/25/Wind Wind 1 2.16%2.74%2.56%5.53%3.90%2.56%1.48%0.67%0.64%-0.31%010002000300040005000600070002014/102015/032015/082016/012016/062016/112017/042017/092018/022018/072018/122019/052019/102020/032020/082021/012021/062021/112022/042022/092023/022023/07全国均价 重交沥青建筑沥青 改性沥青01000200030004000500060007000800090002014/092015/012015/052015/092016/012016/052016/092017/012017/052017/092018/012018/052018/092019/012019/052019/092020/012020/052020/092021/012021/052021/092022/012022/052022/092023/012023/05LNG 价格05000100001500020000250002018/012018/042018/072018/102019/012019/042019/072019/102020/012020/042020/072020/102021/012021/042021/072021/102022/012022/042022/072022/102023/012023/040500010000150002000025000201 8201 8201 9201 9201 9201 9202 0202 0202 0202 0202 1202 120 2 1202 1202 2202 2202 2202 2202 3202 3202 3 19 26 iFinD 2021 27 28 iFinD iFinD 2021 2023 10.79 A 8.05 8.99 10.86 13.73 14.91 16.60 17.55 18.78 33.50 29 PE 2023 30 PE 2023 iFinD 2021 iFinD 2021 2 14.86%14.54%4%3%2%2%1%1%0%0%0%0%-1%-1%-1%-1%-1%-1%-1%-2%-2%-2%-3%-3%-3%-4%-5%-5%-5%-6%-8.0%-6.0%-4.0%-2.0%0.0%2.0%4.0%6.0%房地产建筑材料农林牧渔轻工制造商业贸易纺织服装化工食品饮料交通运输采掘休闲服务医药生物钢铁家用电器建筑装饰综合非银金融有色金属银行汽车公用事业机械设备国防军工电气设备电子传媒计算机通信-3.20%-2.74%-2.44%-2.16%2.56%-4.0%-3.0%-2.0%-1.0%0.0%1.0%2.0%3.0%中小板指 创业板指 深证成指 上证综指 建材行业-0.31%0.64%0.67%1.48%2.56%3.90%5.53%-1.0%0.0%1.0%2.0%3.0%4.0%5.0%6.0%耐火材料玻璃制造玻纤制造水泥制造水泥制品管材其他建材4 6 7 8 10 11 11 11 11 11 13 13 13 14 14 14 15 16 17 19 20 20 20 23 23 26 30 30 31 37 38 0510152025303540银行煤炭建筑装饰石油石化房地产综合建筑材料非银金融钢铁有色金属交通运输家用电器基础化工通信环保公用事业纺织服饰电力设备轻工制造汽车商贸零售农林牧渔机械设备医药生物传媒食品饮料电子美容护理社会服务国防军工计算机8.05 8.99 10.86 13.73 14.91 16.60 17.55 18.78 33.50 0510152025303540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 20 14.01%11.32%ST 9.44%-9.38%-6.73%-5.86%-5.29%ST-4.26%2 1 14.86%39.67%61.86%2 14.54%35.44%50.78%3 14.01%16.76%46.08%4 11.32%16.27%38.40%5 ST 9.44%15.85%38.31%6 8.48%13.68%38.14%7 8.39%13.41%36.03%8 8.30%13.30%32.87%9 7.92%13.24%32.63%10 7.06%12.11%30.11%11 6.47%11.97%28.58%12 5.32%11.68%24.19%13 5.04%10.37%24.10%14 4.63%9.62%23.15%15 4.28%9.58%21.17%16 4.00%9.37%19.74%17 3.85%9.30%18.51%18 3.78%ST 9.14%17.21%19 3.72%8.99%16.19%20 3.64%8.86%14.76%21 3.46%8.73%14.53%22 3.45%8.28%14.10%23 3.45%8.07%13.71%24 3.34%7.59%13.68%25 3.25%7.59%13.42%26 3.03%7.49%13.23%27 3.03%7.47%9.89%28 2.81%7.20%8.27%29 2.78%7.18%7.93%30 2.66%7.09%7.58%31 2.40%6.97%6.56%32 2.27%ST 6.94%6.47%33 2.20%6.88%6.25%34 2.16%6.64%6.00%35 2.09%6.57%5.98%36 2.04%6.56%5.52%37 2.04%6.30%5.51%38 2.04%6.29%5.28%39 1.91%6.20%5.09%40 1.90%6.15%2.45%41 1.89%ST 5.89%2.44%42 1.87%5.58%2.31%43 1.79%5.57%2.18%44 1.78%5.53%1.77%45 ST 1.76%5.45%1.57%46 1.67%5.40%1.48%47 1.64%5.25%1.26%48 1.54%5.16%0.88%21 49 1.44%5.15%0.66%50 1.43%5.03%0.26%51 1.39%4.85%0.12%52 1.37%4.84%0.00%53 1.35%4.71%-0.08%54 1.31%4.16%-0.75%55 1.30%4.02%-1.93%56 1.26%4.00%-2.51%57 1.15%3.96%-2.82%58 1.14%3.91%-2.92%59 1.08%3.82%-3.10%60 1.08%3.75%-3.14%61 1.06%3.74%-3.32%62 1.06%3.57%-4.11%63 1.00%3.38%-4.67%64 0.87%3.20%-6.47%65 A 0.85%3.08%-6.68%66 0.85%3.06%-7.86%67 0.78%A 2.95%-7.94%68 0.73%2.81%-7.99%69 0.70%2.80%-8.61%70 0.37%2.72%-8.90%71 0.36%2.67%A-9.60%72 0.36%2.30%-10.05%73 0.23%2.18%-10.78%74 0.20%2.10%-11.25%75 0.15%1.90%-11.95%76 0.09%1.87%-12.26%77 0.00%1.84%-12.48%78-0.08%1.70%-12.79%79-0.16%1.62%-13.07%80-0.22%1.28%ST-13.22%81-0.54%0.98%-13.60%82-0.65%0.95%-14.12%83-0.93%0.66%-15.00%84-0.97%0.11%-15.53%85-1.02%-0.15%-17.43%86-1.09%-0.72%-17.57%87-1.29%-0.75%-18.26%88-1.47%-1.12%-19.31%89-2.30%-1.29%-20.74%90-2.64%-3.32%-21.87%91-2.70%-3.84%-22.68%92-4.13%-4.59%-22.98%93-4.15%-5.43%-23.89%94 ST-4.26%-6.35%-29.18%95-5.29%-7.32%-42.78%96-5.86%-8.13%ST-42.82%97-6.73%-8.19%-43.74%98-9.38%-17.67%ST-54.32%Wind 22 1 5.02(PCCP)II 5.02 2022 19.49%2023 8 15 2025 5 31 PCCP PCCP 2 2023H1 0.1 0.2 2023 1000 2000 4200.79 2023 1000 2000 4247.12 0.0047/-0.0094/3 1.19 2022 4.16%2 1000MW 2023 7 17 1.19 2022 4.16%4 2023,5 2023 5 90 5 ST 2022 2022 1.6 2.1 2022 2022 3.18 6 780 780 23 7 2023 8 18 5138.71 2023 9 14 6367.43 9.92%8 2023 7 18 2023 7 4 7 18 209.07 1.62%14.20/2,969.31 60 100 9 10 2.73 1-4 2.73 2022 39.03%11 17.97/2023 6 30 951.54 4.09%12 2023 3980.77 2023 2023 3980.77 5.71%1642.51 0.61%24 13 105.68 2023 105.68 135.57%2022 30.29 481.38%75.39 90.14%14 13.17/116.60 0.54%96.60 0.45%82.85%20.00 0.09%17.15%13.17 25 6-12 A 300 500 20%5-20%5%5%
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