20231122_海通证券_建材行业:收入弱复苏盈利走出低谷_20页.pdf

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Table_MainInfo/2023 11 22 Table_InvestInfo Table_QuoteInfo 3190.494182.725174.956167.187159.418151.642022/11 2023/2 2023/5 2023/8 Table_ReportInfo 2023.09.26 2023.06.21 2023.06.03 Table_AuthorInfo:Tel:(021)23183846 Email:S0850516060004:Tel:(021)23185636 Email:S0850519060001 Table_Summary 23Q3 23Q3 5.4%4.9%23Q3 49.2%10.2 23Q3 2.7pct 9.5%23Q3 53.2 15.7%45.1 12.4%9.2%10.3%PCCP 30.2%2023Q3 4.2pct 1.7pct 28.8%4.7pct 48.0%23Q3 81 0.5%-7.6%9.3%-5.8%18.0%5.2 49.8%34.8%230.7%-36.9%-12.0%2023Q3 13.4%-1.7%15.3%32.9%17.1%-4.0%14.4%1.5%23Q3 23Q3 3.1%4.1pct 17.3%-21.5%-7.0%-10.5%23Q3 4.2%2023Q3 15.0%1 2 2 1.5 2.6 3.8 4.9 5.12 6.12 7.16 1ZAZzQsPtQmNoQpMtOqPmN7NaO7NpNpPpNmPfQrQpOfQnPnO7NrQpRNZnPvNMYoPvN 3 1 A.5 2 A.5 3 A.5 4 A.5 5.6 6.6 7 A.6 8 A.6 9 A.7 10 A.7 11 A.7 12 A.7 13 A.7 14 A.7 15 A.8 16 A.8 17 A.8 18 A.8 19 A.9 20 A.9 21.9 22.9 23.9 24.9 25.10 26.10 27.10 28.10 29.10 30.10 4 31.11 32.11 33.11 34.11 35.11 36.11 37 A.12 38 A.12 39 A.12 40 A.12 41.13 42%.13 43 A.13 44 A.13 45 A.14 46 A.14 47 A.14 48 A.14 49.14 50.14 51.15 52.15 53.15 54.15 55.15 56.15 57.16 58.16 59.16 60.16 61.16 62.16 5 1.2023Q3 112 6.5%5.4%4.9%26.4%2023Q3 5pct 27.7%2023Q3 10.6 49.2%10.2 2023Q3 2.7 9.5%2023Q3 47.4%2022Q3 1.2 4.2 41.0%2023Q3-11.1 8.2 0.9 2.0 1 A-40%-20%0%20%40%60%80%100%120%02040608010012014021Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 yoy Wind 2 A-100%-50%0%50%100%150%200%250%02468101214161821Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 yoy Wind 3 A 0%5%10%15%20%25%30%35%21Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 Wind 4 A 0%2%4%6%8%10%12%14%16%21Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 Wind 6 5 0%5%10%15%20%25%30%35%40%21Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 Wind 6 30%35%40%45%50%55%60%65%70%21Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 Wind 7 A 0%10%20%30%40%50%60%010020030040050060070080021Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3()Wind 8 A-80-60-40-2002040608010012014021Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 Wind 2.2023Q3 2023Q3 53.2 15.7%45.1 12.4%-9.2%-10.3%PCCP 8.1 30.2%,2023Q3 2023Q3 15.3 1.1%4.2 1.7 28.8%4.7pct 48.0%2023Q3 4.4 33.3%3.9 5.3%23Q3 3.0pct 8.3%7 9 A Wind 10 A Wind 11 A Wind 12 A Wind 2023Q3 5.1 22.3%13 A Wind 14 A Wind 8 3.2023Q3 81 0.5%-7.6%9.3%-5.8%18.0%2023Q3 2.7 30.4%5.5%2.0%-3.2%3.1%2023Q3 5.2 49.8%34.8%230.7%-36.9%-12.0%2023Q3 2.2 6.5%2023Q3 47.7%2022Q3 4 2023Q3 13.7 3.1 5.1 2.9 1.0 15 A Wind 16 A Wind 17 A Wind 18 A Wind 9 19 A Wind 20 A Wind 4.2023Q3 14.4%56 2.8pct 32.0%8.7 22.7%21 Wind 22 Wind 2023Q3 13.4%37 1.2pct 31.8%2.4 19.3%0.3pct 6.6%23 Wind 24 Wind 2023Q3 1.7%9 2.8pct 29.9%0.4 11.2%0.5pct 4.6%10 25 Wind 26 Wind 2023Q3 1.5%22 1.3pct 29.3%48.8%1.4 27 Wind 28 Wind 2023Q3 15.3%25 23Q3 0.3pct 16.9%1.8 38.2%29 Wind 30 Wind 2023Q3 17.1%11 3.4pct 26.8%1.5 11 31 Wind 32 Wind 2023Q3 32.9%8 2.1pct 27.9%0.5 98%33 Wind 34 Wind 2023Q3 3 4%4.5pct 40.1%0.8 23.5%35-40%-20%0%20%40%60%80%100%0.00.51.01.52.02.53.03.54.021Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 yoy Wind 36-200%-150%-100%-50%0%50%100%150%200%-0.2-0.10.00.10.20.30.40.50.60.70.80.921Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 yoy Wind 12 5.2023Q3 40 3.1%-4.5%-6.2%-16.4%23.6%2023Q3 2.9 32.5%2.9pct-19.6pct-2.4pct 3.9pct 2023Q3 7 16.8%32.3%2.3 64.6%0.7 2023Q3 4.1 17.3%37 A-10%0%10%20%30%40%50%010203040506021Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 yoy Wind 38 A-80%-60%-40%-20%0%20%40%60%80%100%012345621Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 yoy Wind 39 A Wind 40 A Wind 6.2020 2021 650 2023 1-9 400 2023 9 15%2020 2022 9.8%2022 6 13 2023 6 1.7%41 Wind 42%Wind 23Q3 2022Q12023Q3 22.8%13.5%-3.4%-21.2%-18.4%-7.1%4.2%22Q3 23Q2 23Q3 23Q3-6.5%18.8%26.1%1.4%3.1%22.1%-30.0%2023Q3 32.1%2.8pct 1.0pct 2023Q3 5.5 0.5%150.8%1.3 2023Q3 15.0%0.7pct 2023 9 29.8%2023Q3 7.3 35.1%2023Q3 0.7 0.5 0.2 1.9 1.9 2.0 0.1 43 A Wind 44 A Wind 14 45 A Wind 46 A Wind 47 A Wind 48 A Wind 49 Wind 50 Wind 15 51 Wind 52 Wind 53 Wind 54 Wind 55 Wind 56 Wind 16 57 Wind 58 Wind 59 Wind 60 Wind 61 Wind 62 Wind 7.1 2 17 Table_Analysts Table_Reports,1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%18 Table_PeopleInfo(021)23185717(021)23185718(021)23185715(0755)82780398(021)23219399(010)50949926 021-23185710(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)23183938 02123183940(021)23185605(021)23185680(021)23185600(021)23185601(021)23219370(021)23185676(021)23185672(021)23185673(021)23185675(021)23185669(021)23185670(021)23185678(021)23185677(021)23185679 喆(021)23185649(021)23185648(021)23185652 珮(021)23154121(021)23154116(021)23185647(021)23185661(021)23185663(021)23185660(021)23185715(021)23185662(021)23219733 021-23154147(021)23185665(021)23185707(021)23219420(021)23185667(021)23185835(021)23185838(021)23185832(021)23185837(021)23185833(021)23185836(021)23185718(021)23185963(021)23185616(021)23185607(0755)82780398(021)23219808(010)68067998(021)23154120(010)56760096 010-58067975(021)23185606(021)23185619(021)23185638(010)58067988 珅(021)23185638(021)23185692(021)23185699(021)23185705(021)23154145(021)23183818(021)23185698(021)23185741(021)23185962(021)23219399(021)23154125(021)23185703 19(010)58067907(021)23219104(021)23154120(021)23212208 02123219406(021)23185615(021)23185632(021)23185845(021)23185696 021-23185710(021)23185689(021)23183953(021)23154652(021)23185608(021)23185630(021)23185602 翀(021)23154139(021)23185690(010)58067998(021)23185633(021)23185628(021)23183818(021)23185603(021)23219171(021)23185735(021)23185617(021)23185691(021)23185627(021)23215736(021)23185966(021)23183806(0755)82764281(021)23185611(021)23185389(021)23185842(021)23185642(021)23219392(021)23183969(021)23185682(021)23185700(021)23183968(021)23185620(010)50949926 010-56760095 021-23183960 yym15547haitong.con(021)23185681(021)23219634(010)56760090(010)50949926 010-56760090(021)23185695(021)23219382(021)23185610(010)58067993(021)23185621(021)23154510(021)23185640(021)23183846(021)23185636 021-23183821(021)23185625 玥(021)23219814 021-23180000(021)23185686(021)23219391 劼 18515295560(021)23185701(010)58067828(010)58067998(021)23185702(021)23183965(021)23183952(021)23154172(021)23185685(021)23185613 晅(021)23183943(021)23185612(021)23155686(021)23185843(021)23154395(021)23185697(021)23185609(021)23219399(755)82900465 祎(021)23185687(021)23183110(021)23219244(021)23185618(021)23185631(021)23183822(021)23185637(021)23185623(021)23185629(021)23188562 20(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
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