资源描述
|2023 10 29/2023/10/23-10/27 1.3%10-60/10 62%1.7 5.5 273.29/5.24/72.38%2097/-1.02%2089/9/4065.8+0.88%600/600/429/46/346/29/280/56/660/53/20231026 17.18 19+0.76%120.2+0.37%+4.78%1 2 PCB/2023 1 5000 5000%106 2.0 920.1 1.2 777.6 1.1%1m 6m 12m-4.6-7.7-1.2-0.9 3.0 0.7 1 2023-10-22 2 2023-10-15 3 2023-10-09 S1090517070008 S1090523070010-10010203040Oct/22 Feb/23 Jun/23 Sep/23(%)建材 沪深300 2.6 1.6 2.6 3.7.8 1.8 2.9 1.9 2.10 3.10 4.10 5.14 6.16 7.18.19 1.19 2.20.22 1.22 1 2023 182 2.38%.22 2 2023 4 36.48%.23 3 2023 15 22.3%.23 4 2023 10,278.88%.23 5 2023 114,29.04%.23 6 2023 12,19.83%.23 7 2023 55,5.84%.23 8 2023 15,21.14%.24 9 2023 41,0.09%.24 10 2023 15,4.73%.24 11 2023 70,17.63%.24 1ZDWzQqNnOoPoQmPqNoRmN7N9R7NtRqQmOnOjMqRnNlOtQoO9PmNmMxNsOmMvPrRnN 3 12 2023 57,13.35%.24 13 2023 9,24.97%.24 14 2023 3,24.42%.25 15 2023 5,23.16%.25 16 2023 75,15.73%.25 17 2023 20,13.43%.25 18 2023 20.8,35.7%.25 19 ST 2023 16,10.11%.25 20 2023 21,2.15%.26 21 2023 45,3.17%.26 22 2023 3,8.97%.26 23 2023 254,8.48%.26 24 2023 58,2.14%.26 25 2023 49,5.54%.27 26 2023 10,28.65%.27 27 2023 804,18.5%.27 28 2023 9,2.46%.27 29 2023 6,2.15%.27 30 2023 855,9.12%.27 31 2023 57,2.42%.28 32 2023 57,12.06%.28 33 2023 20,8.16%.28 34 2023 55,2.6%.28 35 2023 29,21.35%.28 36 2023 13,5.61%.28 37 2023 12,22.27%.29 38 2023 5,6.26%.29 39 2023 7,17.23%.29 40 2023 14,24.07%.29 41 2023 42,1.43%.29 42 2023 62,4.77%.30 43 2023 15,64.89%.30 4 44 2023 12,23.11%.30 45 2023 170,10.14%.30 46 2023 60,28.63%.30 2.30 1 11.3 8.30 2 1.39.31 3 0.50-1.00.31 4 A 5 10.31 5 2958 1.10%.31 6 30%.31 1 P.O42.5/.12 2/.12 3 P.O42.5/.13 4 P.O42.5/.13 5 P.O42.5/.13 6 P.O42.5/.13 7 P.O42.5/.13 8 P.O42.5/.13 9%.14 10/.15 11/.15 12/.15 13/.15 14.16 15/.17 16/.17 17/.17 18.17 19.18 5 20 PVC PPR HDPE/.18 21/.18 22/.18 23 LNG/.18 24/.19 25/.19 26.19 27.20 28.20 29 PE 2023.20 30 PE 2023.20 1.10 2.20 6 1 1.3%10-60/10 62%1.7 5.5 20231026 2097/-1.02%2089/9/4065.8+0.88%429/46/600/600/1 2 PCB 2/2023 1 5000 5000 7 3+C+2023-2024 EPS 0.90 1.01 2023-2024 EPS 0.71 0.84+C 2023-2024 EPS 1.33 1.65 BIPV+/2023-2024 EPS 0.12 0.35 B B+2023-2024 EPS 0.46 0.59+8 2023-2024 EPS 2.27 2.63+2000 2023-2024 EPS 1.43 1.87+2023-2024 EPS 1.29 1.46 1+N+2023-2024 EPS 0.70 0.88 85%23 2023-2024 EPS 0.76 0.96 1 1 6.2%2 24 9 2023 1 1 2023 3.88 4.88 3%3.8%1 3%3 6.1%53.1%4 3.5 3.8 90%5 Wind 10 24 17 9 15 7.3 7.24 7.3194 7.2597 7.3471 2 1 1 8 9 25 10 20 RMBS 0.1341 8 31 0.1483 10 21 5000 22 0.73 2 1 9 87269 9.1%66279 8.4%1-9 815688 7.1%1 9 84806 7.5%6.3%89070 4.6%3.2%3 10 25 9 25 10 1 98.5%4973 21.7 4.27%0.73 9 25 10 2 1 2023 1-9 37.5 3.1%9 0.15%7951 1.0%116808 9.0%250276 0.7%6.2%3 1 10 P.O 42.5 355.5 1.3 0.4%P.O 42.5 312.9 6.6 2.2%4.8/5mm 2150.6 21.1 1.0%4 1.3%10-60/10 62%1.7 5.5 1 5-6 4 3-4 20/5 30-50/3-4 3-5 20/7-8 10-20/5-7 20/7-8 20/8-9 7 8 60%-70%11 20/10/8-9 20/7-8 20-30/4-5 7-8 6-8 7 5-6 20/10 15 11 15 6-7 20/8-9 6-7 5 6-7 70%-80%6-7 20/6 5-7 50/30/7-8 30/11 15 6-8 30/10%-20%5-7 3-4 20-30/6-7 6-7 8 5 12 4-5 11 15 60/60/10 12 7 8 6 30-50/5-7 11 12 15 3-4 30/3 5 20-30/2 11 P.O42.5 Q5500 735/273.29/5.24/100kg 1 P.O42.5/2/wind P.O42.5 200300400500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0.00200.00400.00600.00800.001,000.001,200.001,400.001,600.001502002503003504004505005502016/032016/062016/092016/122017/032017/062017/092017/122018/032018/062018/092018/122019/032019/062019/092019/122020/032020/062020/092020/122021/032021/062021/092021/122022/032022/062022/092022/122023/032023/062023/09水泥煤炭 价格差 动力煤价 格（右 轴）13 3 P.O42.5/4 P.O42.5/5 P.O42.5/6 P.O42.5/7 P.O42.5/8 P.O42.5/72.38%0.09pct 10 5 50%1502002503003504004505005506002009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/131502503504505506507502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/131502002503003504004505005506006502009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/131502002503003504004505005506002009/2/132009/9/132010/4/132010/11/132011/6/132012/1/132012/8/132013/3/132013/10/132014/5/132014/12/132015/7/132016/2/132016/9/132017/4/132017/11/132018/6/132019/1/132019/8/132020/3/132020/10/132021/5/132021/12/132022/7/132023/2/132023/9/13 14 9%5 20231026 2097/-1.02%2089/9/4065.8+0.88%429/46/600/600/1-2/01020304050607080902016/3/312016/6/302016/9/302016/12/312017/3/312017/6/302017/9/302017/12/312018/3/312018/6/302018/9/302018/12/312019/3/312019/6/302019/9/302019/12/312020/3/312020/6/302020/9/302020/12/312021/3/312021/6/302021/9/302021/12/312022/3/312022/6/302022/9/302022/12/312023/3/31 15 10/11/2021 2022 88.65%-1.37 69.01 1.52%45.38+7.65 20.28%35%10.02 1.09 45%9.55 0.99 50%9.36 0.97 1.7 69 89%17.18+0.76%9.44 600 600 12/13/Wind 20231026 307(20.5/252 55 20231026 17.18 14001600180020002200240026002022/7/142022/8/42022/8/252022/9/152022/10/62022/10/272022/11/172022/12/82022/12/292023/1/192023/2/92023/3/22023/3/232023/4/132023/5/42023/5/252023/6/152023/7/62023/7/272023/8/172023/9/72023/9/28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 2023050010001500200025003000350040002009/06/122010/01/122010/08/122011/03/122011/10/122012/05/122012/12/122013/07/122014/02/122014/09/122015/04/122015/11/122016/06/122017/01/122017/08/122018/03/122018/10/122019/05/122019/12/122020/07/122021/02/122021/09/122022/04/122022/11/122023/06/12全国平均-50005001000150020002020/1/22020/3/22020/5/22020/7/22020/9/22020/11/22021/1/22021/3/22021/5/22021/7/22021/9/22021/11/22022/1/22022/3/22022/5/22022/7/22022/9/22022/11/22023/1/22023/3/22023/5/22023/7/22023/9/2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 16 19+0.76%20231020-1026 120.2+0.37%+4.78%20231026 33470/-3.74%20231020-1026 23.5-1.84%20231026 82.08%19 83.7%19+0.63%20231020-1026 82.08%-0.23%83.65%+0.31%4065.8+0.88%14 6 2400tex 3300-3400/2400texSMC 3700-4000/2400tex 5700-6800/2400tex 3300-3400/2400tex 3400-3500/2000tex 3700-4800/PCB 7800-8800/3.5-3.8/01000200030004000500060007000800090002009/042009/102010/042010/102011/042011/102012/042012/102013/042013/102014/042014/102015/042015/102016/042016/102017/042017/102018/042018/102019/042019/102020/042020/102021/042021/102022/042022/102023/042023/10 17 PCB 15/16/17/18 10 26 101 677/2.42%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 20233,0003,5004,0004,5005,0005,5006,0006,5001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 20235,5006,5007,5008,5009,50010,50011,50012,50013,5001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 2023020406080100201 7/12018/1/12018/4/12018/7/1201 8/12019/1/12019/4/12019/7/120 1 9/12020/1/12020/4/12020/7/1202 0/12021/1/12021/4/12021/7/1202 1/12022/1/12022/4/12022/7/1202 2/12023/1/12023/4/12023/7/1库存（万 吨）18 19 7 20 PVC PPR HDPE/21/Wind Wind 22/23 LNG/Wind Wind 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050001000015000200002015/032015/062015/092015/122016/032016/062016/092016/122017/032017/062017/092017/122018/032018/062018/092018/122019/032019/062019/092019/122020/032020/062020/092020/122021/032021/062021/092021/122022/032022/062022/092022/122023/03PVC PPR HDPE05001000150020002500300035002023/6/302023/2/282022/10/312022/6/302022/2/282021/10/312021/6/302021/2/282020/10/312020/6/302020/2/292019/10/312019/6/302019/2/282018/10/312018/6/302018/2/282017/10/312017/6/302017/2/282016/10/312016/5/312016/1/312015/8/312015/1/31国废均价010002000300040005000600070002014/052014/102015/032015/082016/012016/062016/112017/042017/092018/022018/072018/122019/052019/102020/032020/082021/012021/062021/112022/042022/092023/022023/07全国均价 重交沥青建筑沥青 改性沥青01000200030004000500060007000800090002014/032014/082015/012015/062015/112016/042016/092017/022017/072017/122018/052018/102019/032019/082020/012020/062020/112021/042021/092022/022022/072022/122023/05LNG 价格 19 24/25/Wind Wind 1 1.16%1.74%1.58%7.29%7.09%4.34%2.07%0.76%0.11%-5.36%26 iFinD 2021 05000100001500020000250002018/012018/042018/072018/102019/012019/042019/072019/102020/012020/042020/072020/102021/012021/042021/072021/102022/012022/042022/072022/102023/012023/042023/072023/10钛白粉均 价05000100001500020000250003000035000400002018/062018/092018/122019/032019/062019/092019/122020/032020/062020/092020/122021/032021/062021/092021/122022/032022/062022/092022/122023/032023/062023/09环氧树脂 均价5%5%4%4%4%3%3%3%3%2%2%2%2%2%2%2%2%2%2%2%1%1%0%0%0%0%0%-2%-3.0%-2.0%-1.0%0.0%1.0%2.0%3.0%4.0%5.0%6.0%农林牧渔医药生物食品饮料汽车纺织服装交通运输钢铁国防军工化工商业贸易建筑装饰综合轻工制造电子机械设备休闲服务家用电器有色金属建筑材料公用事业传媒计算机电气设备房地产非银金融采掘银行通信 20 27 28 iFinD iFinD 2021 2023 13 A 8.69 10.35 13.99 16.77 20.06 22.20 23.29 31.14 80.61 29 PE 2023 30 PE 2023 iFinD 2021 iFinD 2021 2 40.80%40.70%18.41%14.59%12.02%-8.65%-7.89%-7.33%-7.25%-4.04%2 1 40.80%45.45%76.12%2 40.70%44.65%64.20%3 18.41%28.09%59.26%4 14.59%22.20%51.98%5 12.02%15.77%48.84%6 11.76%13.15%47.96%7 8.47%11.76%42.98%8 7.92%9.06%41.31%9 7.46%8.94%37.86%1.16%1.74%2.09%2.14%1.58%0.0%0.5%1.0%1.5%2.0%2.5%上证综指 创业板指 深证成指 中小板指 建材行业-5.36%0.11%0.76%2.07%4.34%7.09%7.29%-6.0%-4.0%-2.0%0.0%2.0%4.0%6.0%8.0%玻纤制造其他建材玻璃制造水泥制造耐火材料水泥制品管材4 6 7 7 8 12 13 13 14 15 15 15 16 18 18 18 20 21 23 23 24 25 26 27 28 29 34 34 48 49 50 0102030405060银行煤炭建筑装饰交通运输石油石化房地产有色金属建筑材料钢铁基础化工家用电器通信非银金融环保纺织服饰电力设备公用事业综合轻工制造医药生物商贸零售传媒机械设备汽车农林牧渔食品饮料电子美容护理计算机社会服务国防军工8.69 10.35 13.99 16.77 20.06 22.20 23.29 31.14 80.61 0102030405060708090玻纤制造水泥制造玻璃制造耐火材料其他建材水泥制品管材防水材料涂料 21 10 7.37%7.56%32.78%11 7.21%6.89%26.78%12 7.09%4.29%25.59%13 7.00%2.33%25.24%14 6.90%2.08%24.65%15 6.81%1.91%20.56%16 6.24%1.78%19.33%17 5.85%1.40%18.11%18 5.73%1.19%15.85%19 5.31%1.10%15.72%20 5.31%1.01%12.42%21 5.22%1.00%12.28%22 5.11%0.88%10.17%23 4.96%0.85%9.74%24 4.92%0.65%8.74%25 4.77%0.39%8.66%26 4.77%0.00%8.63%27 4.75%0.00%8.53%28 4.56%-0.15%7.29%29 4.39%ST-0.33%7.04%30 4.29%-0.58%6.34%31 4.16%-0.67%6.29%32 4.15%-0.70%6.13%33 4.13%-0.73%5.69%34 4.02%-0.75%3.30%35 3.78%-0.79%2.71%36 3.73%-0.84%2.64%37 3.69%-0.95%2.11%38 3.46%-1.12%1.75%39 3.40%-1.33%0.64%40 3.32%-1.39%0.02%41 3.30%-1.40%-0.23%42 3.26%-1.67%-0.91%43 3.23%-1.67%-1.42%44 3.17%-1.75%-1.50%45 3.06%-1.82%-1.53%46 3.04%-2.04%-3.20%47 3.04%-2.08%-5.37%48 3.02%-2.15%-5.75%49 2.99%-2.16%-5.99%50 2.97%-2.21%-6.08%51 2.96%-2.46%-6.14%52 2.93%-2.58%-6.44%53 2.90%-2.61%-6.47%54 2.90%-2.77%-6.64%55 2.90%-2.79%-7.63%56 2.90%-2.88%-9.69%57 2.68%-2.99%-9.69%58 2.55%-3.23%-9.78%59 2.42%-3.34%-9.92%60 2.42%-3.60%-10.40%61 2.30%-3.83%-10.48%62 2.21%-3.92%-11.67%22 63 2.20%-4.23%-11.67%64 2.17%-4.25%-12.17%65 A 2.10%-4.40%-13.82%66 2.08%-4.50%-14.25%67 1.87%-4.56%-14.97%68 1.83%-4.59%-15.00%69 1.73%A-4.97%-15.20%70 ST 1.33%-5.26%-16.30%71 1.13%-5.39%-16.46%72 1.11%-5.48%-16.80%73 1.07%-5.50%-17.38%74 0.98%-5.98%-18.33%75 0.95%-6.05%A-18.45%76 0.93%-6.18%-19.09%77 0.82%-6.20%-20.29%78 0.82%-6.22%-21.20%79 0.15%ST-6.67%-21.21%80-0.28%-6.74%-21.31%81-0.55%-6.89%-21.31%82-0.72%-7.03%-22.49%83-0.95%-7.38%ST-22.91%84-1.19%-7.66%-23.61%85-1.82%-8.63%-24.71%86-1.91%-9.59%-26.48%87-2.09%-9.73%-26.91%88-2.16%-9.89%-28.26%89-2.25%-10.77%-28.55%90-2.47%-10.95%-32.48%91 ST-3.31%-11.83%-32.73%92-3.40%-14.43%-33.99%93-3.89%-15.27%-38.81%94-4.04%-15.55%-42.01%95-7.25%-16.07%-45.01%96-7.33%-16.29%-52.17%97-7.89%-16.37%ST-55.63%98-8.65%-16.81%-64.50%Wind 1 1 2023 182 2.38%2023 182.32 2.38%17.08 30.16%14.99 8.81%59.52 8.2%3.16 43.48%2.50 2.50%23 2 2023 4 36.48%2023 4.01 36.48%-1.73 30.16%-1.77 8.81%8428.23 14.39%-6702.43 43.48%-7002.47 2.50%3 2023 15 22.3%2023 15.92 22.3%32.97 99.74%-3179.04 5.80 11.6%-3521.24-4684.20 4 2023 10,278.88%2023 9.92,278.88%-8568.95,35.87%;-9733.13,28.35%4.19,212.94%-8568.95,65.21%-2520.48,49.2%5 2023 114,29.04%2023 114.25,29.04%26.74,51.54%;16.24,54.84%35.96,14.23%26.74,53.41%3.54,53.83%6 2023 12,19.83%2023 12.25,19.83%1094.39,87.35%;-197.64,4.05,23.74%1094.39,-457.88,7 2023 55,5.84%2023 55.21,5.84%2.78,324.79%;2.55,491.21%18.79,10.32%2.78,4660.76%10032.6,2221.2%24 8 2023 15,21.14%2023 14.95,21.14%-22760.19,14.73%;-23037.65,10.34%4.69,33.32%-22760.19,13.64%-9574.61,15.5%9 2023 41,0.09%2023 41.16,0.09%6.14,487.3%;5.15,148.52%12.45,18.04%6.14,283.59%1.25,6879.92%10 2023 15,4.73%2023 15.13,4.73%2557.38,134.53%;1870.8,122%5.62,10.59%2557.38,139.78%4087.75,136.01%11 2023 70,17.63%2023 70.28,17.63%20.19,43.92%;19.54,45.03%22.81,20.84%20.19,49.25%7.44,48.13%12 2023 57,13.35%2023 57.31,13.35%6.29,224.64%;5.85,186.62%21.03,9.3%6.29,224.29%2.38,97.3%13 2023 9,24.97%2023 8.92,24.97%-12376.26,;-5443.03,1.98,60.76%25-12376.26,442.15%8094.27,384.38%14 2023 3,24.42%2023 2.94,24.42%-5972,29.76%;-5651.67,33.17%1.09,20.9%-5972,38.22%-1842.61,46.85%15 2023 5,23.16%2023 5.18,23.16%2051.06,8.55%;1418.55,14.24%1.91,31.34%2051.06,1.79%306.74,24.39%16 2023 75,15.73%2023 74.88,15.73%2.92,51.24%;2.64,52.65%32.25,8.11%2.92,34.71%1.26,31.81%17 2023 20,13.43%2023 19.88,13.43%2.88,52.2%;2.66,49.27%6.81,10.36%2.88,55.55%7136.89,53.06%18 2023 20.8,35.7%2023 20.8,35.7%7507.76,235.39%;3341.85,372.25%7.73,26.39%7507.76,2190.92%1188.2,146.26%19 ST 2023 16,10.11%2023 16.16,26 10.11%-13156.47,62.29%;-12857.79,56.84%5.5,9.12%-13156.47,15.59%-2540.43,45.05%20 2023 21,2.15%2023 21.26,2.15%1.54,1.75%;1.44,1.12%5.81,14.36%1.54,50.85%777.47,60.74%21 2023 45,3.17%2023 45.45,3.17%3.33,190.35%;3.38,190.6%16.35,7.6%3.33,42.94%1.71,45.44%22 2023 3,8.97%2023 3.34,8.97%-1687.71,27.93%;-1877.29,9.93%1.08,20.95%-1687.71,43.28%-388.28,39.03%23 2023 254,8.48%2023 253.6,8.48%23.53,42.22%;21.72,42.67%85.08,5.41%23.53,48.05%9.29,47%24 2023 58,2.14%2023 58.04,2.14%4.23,1.82%;4.25,3.96%20.9,6.76%4.23,224.39%1.68,241.42%27 25 2023 49,5.54%2023 48.77,5.54%7.01,17.21%;5.66,45.77%16.69,3.09%7.01,21.65%1.8,32.8%26 2023 10,28.65%2023 9.65,28.65%2396.77,9.82%;1531.86,29.38%3.06,29.44%2396.77,22.14%24.19,148.35%27 2023 804,18.5%2023 803.87,18.5%5084.57,98.75%;-39882.97,269.44,18.77
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