资源描述
|GDP 25%2025 280 2021 10 5-8 50 2021 30%(600761)(603298)(603611)/2022 12 13 021-63325888*6090 S0860520060002 BSW113 2023 2022-11-25 Q3 2022Q3 2022-11-09 2022-10-29 Q2 2022-09-13 2 1.5 2.7 2.1.7 2.2.10 3.11 3.1.11 3.2“”.14 4.16 4.1.17 4.2.20 5.21.23 3 1 2020.5 2 2021 TOP10.9 3 2021 TOP5.9 4 2010-2021.9 5.9 6.10 7.10 8.10 9.11 10%.12 11 PMI.12 12 GDP.13 13.13 14.13 15.14 16.14 17.14 18.15 19.15 20.15 21/.15 22.16 23%.16 24%.16 25.18 26%.18 27.20 28%.20 29.20 30.20 31.21 32.21 33.22 34.22 4 35.22 36 FY2022.23 37 2021.23 1.5 2.6 3 2021 TOP10.7 4 3 3.17 5.18 6 2025.19 7.19 5 1.44%20%2.2:1 1 2020 WITS CITA 2001 WITS IV V)I II III I-III IV/V 1 20.48%12.39%9.79%8.25%7.09%5.45%4.53%4.05%27.97%6+IV V I 8 II:3 III 12 IV/V 060 26 I CAGR 40%2 2021 I 1-8 11.3 II 1-3 1.6 III 1-2 52.9 IV/V 2-6 44.2 7 2.2.1 TOP10 8 2021 2021 11 8.12 3 2022 2021 4 1-2022 3 31 28%30%Hoist 2021 61%25%7%3 2021 TOP10 1 1926 TOYOTA BT RAYMOND CESAB 2000 BT 19 100 750 9 2021 159.2 25.7%2000 BT Industries AB CESAB 2012 2015 2017 Bastian Solutions Vanderlande 2019 Hoist Hoist 2000 Elwell-Parker 2 1904 Still Fenwick OMVoltas 100 2021 73.8 6.5%1977 1984 Fenwick 1989 Lansing Bagnall 2012 2016 2018 8 3 1953 30 2021 55.1 21.2%1994 Boss 2015 MIAS Group 2019 ISI 4 Logisnext UniCarriers Corp.2021 40.4 6.8%2015 UniCarriers 2014 UniCarriers CrepaBV 5 1946 500 80 2021 40.1 10.8%1968 6-2021 30.8 9.4%1968 Lewis-Shepard 2016 Speedshield 2018 7 1958 1700 23 400 70 150 2021 24.1 24.8%2018 2020 8 1956 70 300 5 230 150 2021 22.7 79.3%2011 2019 9 1968 2021 13.5 49.4%2005 2007 10 1958 11 30 1050 140 2021 18.7 18%2021 2007 Gehl 2017 LiftRite Hire&Sales TEPL 2022 9 ATN Platforms MMH 9 2022 2021 28.2 14.34%2021 59%2021 159.23 73.76 7 8 15%2 2021 TOP10 3 2021 TOP5 MMH MMH WITS 2010 74.1 2021 196.9 CAGR 9.3%23.2 109.9 CAGR 15.2%2010 31.4%2021 55.8%2.2pct 2020-2021 4 2010-2021 5 WITS Wind Wind 0306090120150180 14.34%13.95%12.58%10.07%8.25%40.81%-20%0%20%40%60%80%050100150200250 0%10%20%30%40%50%60%10 2020 3.2pct 8%2021 26.6%6 7 Wind Wind 2.2 2021 15 10000 20 5000 25 3000 32 2000 130 8 0%5%10%15%20%0%5%10%15%20%25%30%0204060801001201402012 2013 2014 2015 2016 2017 2018 2019 2020 2021 100 10-100 10 11 9 20%2019 2020 2021 2019 31 9 2.5%9 Wind 3.3.1 2009 2021 18.8%11.3%0.30%-0.5%0.0%0.5%1.0%1.5%2.0%2.5%3.0%18%20%22%24%26%28%2013 2014 2015 2016 2017 2018 2019 2020 2021 12 10%Wind GDP PMI GDP 2020 GDP 11 PMI Wind-40%-20%0%20%40%60%80%-10-8-6-4-20246810-60-3003060901202018/012018/032018/052018/072018/092018/112019/012019/032019/052019/072019/092019/112020/012020/032020/052020/072020/092020/112021/012021/032021/052021/072021/092021/112022/012022/032022/052022/072022/09%PMI%13 12 GDP Wind II III 2011-2016 2017-2021 24%4.2%1.3%2020 13 14 Wind Wind-100%-50%0%50%100%150%200%2009/012009/102010/072011/042012/012012/102013/072014/042015/012015/102016/072017/042018/012018/102019/072020/042021/012021/102022/07 0%10%20%30%40%50%60%70%020040060080010001200 0%5%10%15%20%25%-40%-20%0%20%40%60%80%GDP 14 3.2 16-60 16-55 30 1992 6.7 2018 8.3 10 500 2019 2020 100 2011-2020 30 80 11%15 16 Wind 2022 1985 2020 1985 32.25 2020 39 90 2017 17 303234363840 0102030405060708090-20002004006002011 2012 2013 2014 2015 2016 2017 2018 2019 2020-0.5%0.0%0.5%1.0%1.5%2.0%2.5%3.0%0246810198519871989199119931995199719992001200320052007200920112013201520172019 15 2022 1985 6.14 2020 10.65 1985 11.6%2020 43.1%18 19 2021 68024 5 CAGR 7.8%5 6.9%6.4%2013 8.61 2021 5.56 2013 7.13 2021 5.43 20 21/Wind Wind 0%10%20%30%40%50%60%198519871989199119931995199719992001200320052007200920112013201520172019 56789101112198519871989199119931995199719992001200320052007200920112013201520172019 20,00030,00040,00050,00060,00070,0002013 2014 2015 2016 2017 2018 2019 2020 2021 02468102013 2014 2015 2016 2017 2018 2019 2020 2021 16 4.2008 27.2%63.7%III 2016-2020 80%60%50%22 23%24%WITS 0%20%40%60%80%100%I II III IV/V 0102030405060700204060801002016 2017 2018 2019 2020 17 4.1 3t 2 5 10 8-10 20 4 3 3 3t 3t 120000 60000/6/3/1.1/7.3/6.6 21.9/8 8/250 250/13200 43800/0 1520 1 133200 105320 2 146400 150640 5 186000 286600 12 1 12 1 SCR DPF DOC EGR 18 5 2022 12 1 2022 12 1 560kW 560kW 2016 4 1 2016 4 1 2009 10 1 2007 10 1 2021 55.5 44.2 11.3 2012 12.5%2021 20.4%2022 24.8%2020 56.3%/36.2%20.6%25 26%WITS 2025 279.9 2021 2021 11.3 12/2021 135.6 2022-2025 7%2025 35%2025 11 2025 279.9 2021 2.1 01020304050602016 2017 2018 2019 2020 0510152025300102030405060%19 6 2025 25%30%35%40%45%50%55%3%171.7 206.0 240.3 274.6 309.0 343.3 377.6 5%185.4 222.5 259.5 296.6 333.7 370.8 407.8 7%199.9 239.9 279.9 319.9 359.8 399.8 439.8 9%215.3 258.3 301.4 344.5 387.5 430.6 473.6 11%231.5 277.8 324.1 370.4 416.7 463.0 509.4 II III I 2020 39.3%2019 14.5pct 2025 60%2020 5.80GWh 2019 3.43GWh 2025 19.2GWh 7 80%97%h 8-10h 1-2h Wh/kg 0-50 130-1503 500-900 2000-530-2060 15-30%/3%/BMS 20 4.2 2008 2.1 2021 52.9 CAGR 28.3%2008 12.4%2021 48.1%III 50.1%50%2016-2020 27 28%29 30-40%-20%0%20%40%60%80%100%0102030405060 0102030405060702016 2017 2018 2019 2020 21 10 100 2016-2018 10 3%10 5-8 900-1000 30%5-8 40 1.2/5-8 50 31 32 5.2020 2021 9 1-7 11.8%2015 2019 2020 2021 7 22.9%2020 22.7%1-7 32.6%30%-30%-20%-10%0%10%20%30%050100150200 050100150200 22 33 34 2021 19.2%20.5%2022H1 20.49 69%27.3%35 Wind 2022 70%2021 45%-20-10010203040500102030405060708090%-2002040608005101520253035%0%5%10%15%20%25%051015202530352017 2018 2019 2020 2021 23 36 FY2022 37 2021 Wind FY2022 2021 4 1 2022 3 31 Wind(600761)(603298)(603611)PMI III 29.79%27.87%42.35%6.93%54.04%0.86%24.76%1.97%6.66%4.78%24 信 息披 露 1%603298 603611 1%25 Tabl e_Disclai mer 12/15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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