资源描述
SAC S0850510120001 2022 SAC S0850511010019 2023 4 27 1.24 2.24 3.24 4.2 0YFUvMrMpMrQtNoNrMrOrQbRdNbRtRmMnPpMkPnNtPiNpNxP6MmMuNMYoPqPxNrRnR 1.24 3 2022 24 2064.9 22.3%413.7 2022 47.1%46.8%24 2022 Wind 1.1 4 43.4%27.0%9.2%18.2%26.9%23.2%35.4%46.8%3.5%-9.8%19.1%-16.1%23.7%1.7%10.3%-4.2%24.4%3.5%29.6%47.1%5.1%-14.6%-1.8%-20%-10%0%10%20%30%40%50%60%0500010000150002000025000300003500040000450002022%2022(%)2021 2022 TOP1-5 17995 23079 28.2%TOP6-10 8668 10410 20.1%TOP11-15 4001 4202 5.0%TOP16-20 2139 2532 18.4%TOP21-24 1196 1345 12.5%2022 TOP1-5 28.2%TOP6-10 20.1%TOP16-20 18.4%TOP21-24 12.5%TOP11-15 5.0%5 Wind 1.1 2022 24 99.8 51.2%22.1 19.4 2022 55.1%55.1%24 2022 1.2 6 Wind 27.9%-51.8%-20.3%-9.4%41.4%31.6%15.7%-35.3%1.1%-19.4%15.7%-20.9%55.1%55.1%11.8%-16.6%-12.1%-82.8%-99.5%-169.4%-261.1%-137.8%-183.5%-272.0%-300%-250%-200%-150%-100%-50%0%50%100%-2500-2000-1500-1000-500050010001500200025002022%2022(%)2021 2022 TOP1-5 2108 1727-18.0%TOP6-10 634 624-1.5%TOP11-15 275 318 15.7%TOP16-20 349 28-91.9%TOP21-24 905-877-197.0%2022 TOP11-15 15.7%TOP6-10 1.5%TOP1-5 18.0%TOP16-20 91.9%TOP21-24 197.0%7 Wind 1.2 2022 24 23.6%4.21 22.5%5.72 1 23 32%15%0.1 12.1 24 2022 1.3 8 Wind-2.0-0.6-6.8-1.0-1.0-7.6-5.0-5.9-3.7-4.3-1.6-9.0-6.2-9.9-5.5-6.0-12.1 0.1-2.0-2.4-1.5-2.5-2.9-1.8-14-12-10-8-6-4-2020%10%20%30%40%50%60%2022%2022 24 15.7%2021 5.26 14 10 54.6%3.7%4.5%24 2022 1.4 9 Wind 3.7%4.5%6.1%6.3%7.5%8.1%8.5%8.7%9.2%9.2%10.3%11.4%11.4%11.6%12.6%12.6%13.1%13.3%20.6%27.5%29.4%31.5%45.1%54.6%0%10%20%30%40%50%60%2022 24 100 133.5 125.9 112.2 2022/15XPE/2022 36.1 60%24 2022 1.5 10 Wind-500%0%500%1000%1500%2000%2500%3000%3500%4000%040008000120001600020000 2022 15XPE 2022%2022 24/68.6%67.3%62.5%/8.97%16.65%18.44%2022 2021/24 2022/1.6 11 Wind 0.72 3.69 1.26 2.05 2.36 2.56 0.29 10.79 3.83 8.27 21.61-33.88 4.65-2.47-9.23 16.46-2.82-6.98 4.00 16.46 5.32 17.71 31.06 43.51-40-30-20-1001020304050010203040506070802022/%2022 24 261.7 87.4 2022 2021 14.7 6.85 3.02 85.1%38.2%29.0%24 2022 1.7 12 Wind 0.00%-85.11%14.52%60.78%58.11%-38.21%63.59%20.91%5.24%-29.03%685.10%-6.32%-13.87%301.63%20.91%21.12%0.35%148.59%-8.98%24.68%1468.10%4.20%2.83%-7.04%-202468101214160500010000150002000025000300002022%2022 24 37.34%33.31%29.62%1%24 2022 1.7 13 Wind 0.00%0.41%0.56%4.53%2.96%0.88%1.96%12.29%7.07%29.62%11.83%8.22%24.48%18.51%14.71%12.60%17.62%33.31%20.65%18.10%13.07%20.87%23.67%37.34%0000000000500010000150002000025000300002022 2022/%2.24 14/2022 24 23%13%5 91%56%4%24 2022 2.1 15 Wind 0%50%100%150%200%01002003004005006007008009001000 2022%/2022 1.99 1.96 1.1 24/2.2/16 Wind 0.00.51.01.52.02.5020040060080010001200140016001800 2022 2022/2022/60 24 2.3 17 Wind 294 131 66 50 48 48 43 43 42 40 39 35 33 32 29 28 26 24 22 20 20 19 14 050100150200250300350/2022/80.9/22.8/8.0/24 2.3 18 Wind 80.9 22.8 8.0 7.9 7.5 5.9 5.4 3.6 3.5 3.4 2.2 2.1 1.9 1.9 1.4 1.4 0.7 0.0-1.8-2.0-3.5-3.5-7.1-20-100102030405060708090/2021 2022 19 2.4/2021 2022 2021 2022 2022 2022 2023 2024 2022 2022 88 93 990 1060 11 1520 104 92.6%1.94 69 84 738 897 13 1515 96.1%2.77 24 26 182 191 370 92.5%2.94 2022 13 11 2023 104 2022 92.6%92.5%96.1%2022 2.94/2.77/1.94/3.24 20 3.1 21 2023 4 21 2022 2022 2023 2024 2025 PE 17.31 11.87 9.60 8.54 2023 PEG 0.68/2022 0.57 0.87/1.21 0.91 WIND WIND 2023 4 21 1=0.85512 22 EPS PE PEG 2022 2023E 2024E 2025E 2022 2023E 2024E 2025E 06049.HK 46.75 39.98 2.01 2.52 3.13 3.80 19.89 15.89 12.78 10.51 0.69 01516.HK 3.03 2.59-0.16 0.22 0.26 0.28 11.55 9.78 9.18 0.95 03319.HK 6.47 5.53 1.30 1.47 1.65 1.89 4.26 3.77 3.36 2.93 0.28 02669.HK 8.54 7.30 0.35 0.44 0.56 0.71 21.11 16.68 13.02 10.31 0.61 09909.HK 5.04 4.31 0.70 0.84 0.98 1.07 6.18 5.13 4.42 0.65 0.39 01209.HK 41.60 35.57 0.97 1.25 1.57 1.92 36.79 28.55 22.69 18.49 1.18 001914.SZ 14.77 14.77 0.56 0.73 0.90 1.09 26.39 20.14 16.41 13.55 0.92 06098.HK 13.24 11.32 0.58 1.20 1.42 1.44 19.63 9.43 7.95 7.89 1.01 09666.HK 11.92 10.19-2.80 0.87 1.11 1.09 11.67 9.14 9.38 1.01 02602.HK 35.10 30.01 1.40 1.77 2.28 2.66 21.44 16.95 13.18 11.28 0.75 03913.HK 1.10 0.94 002968.SZ 18.96 18.96 0.82 1.21 1.62 2.00 23.12 15.66 11.73 9.48 0.55 00873.HK 1.94 1.66-0.38 0.25 0.30 6.63 5.53 06989.HK 2.67 2.28 0.33 0.44 0.51 0.59 6.90 5.19 4.47 3.86 0.33 02869.HK 4.93 4.22 0.17 0.22 0.27 0.33 24.80 19.11 15.77 12.83 0.87 06958.HK 0.38 0.32-0.27 01755.HK 5.46 4.67 0.50 0.65 0.75 0.84 9.34 7.17 6.22 5.53 0.52 09928.HK 0.66 0.56-0.22-2.57 06677.HK 1.76 1.51 0.06 0.50 0.63 25.08 3.04 2.40 00816.HK 3.91 3.34 0.38 0.46 0.55 0.63 8.80 7.22 6.09 5.27 0.42 06668.HK 1.65 1.41 0.15 0.18 0.20 0.22 9.31 7.94 7.03 6.43 0.71 06626.HK 3.98 3.40 0.27 0.33 0.40 0.48 12.61 10.35 8.54 7.10 0.50 02156.HK 4.49 3.84 0.18 0.25 0.33 0.43 21.33 15.28 11.47 8.97 0.50 01502.HK 2.76 2.36 0.32 7.28 17.31 11.87 9.60 8.54 0.68 3.1 WIND 2023 4 21 1=0.85512 23/06049.HK 259 227 0.29 0.39 01516.HK 93 81 0.21 0.33 03319.HK 92 80 0.11 0.15 02669.HK 281 246 0.77 09909.HK 32 28 0.92 1.46 01209.HK 950 832 2.48 2.97 001914.SZ 179 157 0.50 06098.HK 447 391 0.24 0.45 09666.HK 78 68 0.19 0.27 02602.HK 414 362 03913.HK 22 20 0.07 0.09 002968.SZ 50 43 0.33 00873.HK 48 42 0.12 0.16 06989.HK 33 29 0.41 0.53 02869.HK 159 140 0.18 0.36 06958.HK 4 3 0.03 0.04 01755.HK 48 42 0.13 0.21 09928.HK 7 6 0.04 0.05 06677.HK 21 18 0.12 0.18 00816.HK 35 31 0.38 0.54 06668.HK 17 15 3.98 7.72 06626.HK 61 53 0.75 1.03 02156.HK 60 53 0.58 1.14 01502.HK 10 9 0.24 0.26 0.57 0.87 3.1 WIND 2023 4 21 1=0.85512 24/06049.HK 259 227 1720 0.13 01516.HK 93 81 90 0.90 03319.HK 92 80 67 1.21 02669.HK 281 246 1937 0.13 09909.HK 32 28 44 0.64 01209.HK 950 832 2340 0.36 001914.SZ 179 157 1127 0.14 06098.HK 447 391 511 0.77 09666.HK 78 68 75 0.91 02602.HK 414 362 A 1825 0.20 03913.HK 22 20 33 0.59 002968.SZ 50 43 00873.HK 48 42 147 0.29 06989.HK 33 29 02869.HK 159 140 224 0.62 06958.HK 4 3 6 0.55 01755.HK 48 42 347 0.12 09928.HK 7 6 12 0.47 06677.HK 21 18 49 0.37 00816.HK 35 31 178 0.17 06668.HK 17 15 06626.HK 61 53 299 0.18 02156.HK 60 53 371 0.14 01502.HK 10 9 150 0.06 3.1 3.2 25 30 2023.3.22-2023.4.21 90 2023.1.21-2023.4.21 9 2023 5 5.89%2023 19 44.93%40.65%2023 4 21 88.80%68.9 3%WIND 2023 4 21 26 90 mHKD 30 mHkD mHkD%2023/1/20 2023/3/22 2022/1/1 2021/3/15 06049.HK 2020.03.09 43 54 11 1.52-0.25 01516.HK 2021.03.15 60 73 13-27.86-86.34 03319.HK 2020.03.09 59 59 0-31.24-76.77 02669.HK 2018.03.05 50 49-2 5.04 68.93 09909.HK 2020.09.07 11 11 1-21.98-76.29 01209.HK 2021.03.15 90 109 20 5.89 4.66 001914.SZ 63 62-1-3.97-8.51 06098.HK 2018.09.10 424 372-52-31.89-77.99 09666.HK 2021.03.15 13 9-3-12.99-80.73 02602.HK 2020.09.07 17 22 5-28.44-23.70 03913.HK 2021.03.15 11 13 2-36.42-84.45 002968.SZ 17 17 0-12.99-35.44 00873.HK 2021.03.15 30 21-9-31.21-86.34 06989.HK 2021.03.15 5 6 1-29.18-66.73 02869.HK 2017.03.07 22 20-3-4.83-37.45 06958.HK-0 0 0-44.93-91.51 01755.HK 2021.03.15 11 13 2-40.65-75.33 09928.HK 2020.09.07 2 1 0-35.92-88.80 06677.HK 1 1 0-21.78-51.90 00816.HK 2 3 1-4.40-32.59 06668.HK 1 0 0-22.17-51.16 06626.HK 11 4-7 20.24-16.09 02156.HK 2 1-1 2.75 46.22 01502.HK 0 1 0-1.08-36.98 3.2 4.27 A H SAC S0850510120001 021-23219747 Email 28 SAC S0850511010019 021-23219436 Email 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%29 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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