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请 务必阅读 正文之 后的信 息披露 和重要声 明 industryId investSuggestion relatedReport 2024-01-21 2024-01-14 2024-01-07 emailAuthor S0190518070004 S0190522100003 S0190513080002 summary 2023 44.0%12 2.46%2024 4 30 31 2024 2024()4 25 2400tex 3400-3600/3505.92/3321.75/5.54%1.15 13.65%4.54 20240428-20240430 0.8%2024 3 33,684.10 11.80%2024 4 359.59/76.86/1721/-0.93%84.21%85.74%+0.06pct 3.2mm 26.25/title createTime1 2024 5 5 请 务必阅读 正文之 后的信 息披露 和重要声 明-2-1.-4-1.1.-4-1.2.-4-1.3.-6-1.4.-7-2 0428-0430.-8-3.-9-3.1 0428-0430.-9-3.2+0419-0425.-10-3.3 0419-0425.-13-3.4 0428-0430.-15-4.-18-5.-19-1 2400tex/.-4-2.-8-3.-8-4.-8-5.-8-6 300.-8-7 PETTM 300.-8-8/.-9-9.-9-10.-9-11%.-9-12%.-10-13%.-10-14/.-10-15/.-11-16.-11-17/.-12-18/.-12-19/.-12-20%.-12-21 3.2mm/.-13-22 2400tex/.-13-23 7628/.-13-24.-14-25.-14-26(/).-15-27/.-15-28 LNG/.-15-29/.-15-30/.-16-31/.-16-ZXBYyRnQoNmNrPmPmRsNoP9PaO9PsQqQsQnRlOpPmRkPnNqO8OqQzRwMmRrQxNpNxP 请 务必阅读 正文之 后的信 息披露 和重要声 明-3-32/.-16-33/.-16-1.-5-2 2021-2024E 2024.4.30.-6-3.-11-4 2023 1-2024 2.-14-5 2023 1-2024 2.-14-6.-18-7.-19-请 务必阅读 正文之 后的信 息披露 和重要声 明-4-1 1.1 200-300/300-600/1 2 1 4 30 2400tex 3500-3700/3594.25/3505.92/2.52%3.02 11.55%2.10 2 3 2023 680.5/70%4+1 2400tex/1.2 1979 1997+A63a/m2iG4SdjpmMFhHV4ZKvZxvDHl7CnYBIQwX/6MNN+B305n2dQhmv96fVUbww 请 务必阅读 正文之 后的信 息披露 和重要声 明-5-2 015-20 22 1 4.87%19.58%202 3 1 2016 2017 2018 2019 2020 2021 2022 2023 81.56 111.64 125.65 133.23 168.03 210.86 199.34 224.26 YOY 8.01%36.88%12.55%6.03%26.12%25.15%-5.49%11.27%16.75 27.41 30.3 26.98 33.03 37.69 33.11 38.80 YOY 16.03%65.02%10.53%-10.95%22.43%14.05%-12.19%16.73%11.71 23.44 24.66 4.41 28.6 35.1 31.36 35.24 YOY 30.57%100.16%5.20%-82.11%548.28%22.67%-10.71%17.32%34.18%37.23%35.32%31.86%33.68%31.83%29.24%29.88%17.97%21.09%19.74%3.43%18.00%16.85%15.77%15.71%ROE 13.75%20.66%18.61%3.15%18.71%19.94%15.88%15.08%Wi n d 2023 12 29 40.74 78.34%2022 2.68 PE 19 2023 1-7 20.47 1.96 9.58%1.10 2024/2025/2026 4.13 4.62 5.19 40“”2023 12 29()347 1290 13.96 2022 2024/2025/2026 27.7%/33.08%/25.43%2022 33.58 2016-2018+30%请 务必阅读 正文之 后的信 息披露 和重要声 明-6-1.3 2023 44.0%12 2.46%2024 4 30 31 6.2%5.6%5.5%5.0%4.3%4.3%3.6%3.6%3.5%3.1%2024 7.9%7.0%5.8%5.7%5.6%5.6%4.8%4.7%4.4%4.0%2024 2 2021-2024E 2024.4.30 2021 2022 2023 2024E 2021 2022 2023 2024E 66%69%82%82%2.7%3.5%5.6%7.9%30%35%51%51%4.0%3.3%5.0%7.0%51%95%66%66%3.9%4.6%6.2%5.8%18%12%65%65%0.6%0.3%3.1%5.7%10%30%30%30%0.8%3.3%0.8%5.6%25%40%40%40%5.2%3.4%4.3%5.6%153%57%48%48%1.5%1.3%1.2%4.8%78%74%88%88%2.5%2.8%5.5%4.7%51%51%50%50%4.7%2.2%4.8%4.4%32%32%42%42%1.9%3.1%3.5%4.0%28%44%40%40%1.4%1.9%1.5%3.9%33%-16%46%46%0.9%0.8%2.2%3.8%15%18%34%34%1.3%0.3%0.2%3.8%38%50%49%49%5.9%5.4%4.3%3.8%31%12%31%31%3.0%0.3%1.5%3.5%32%35%40%40%1.8%2.5%3.6%3.2%0%31%31%31%0.0%0.7%0.5%2.9%0%33%0%33%0.0%0.4%0.0%2.7%0%88%32%32%0.0%3.3%1.8%2.6%11%10%21%21%0.9%1.4%1.4%2.3%0%0%32%32%0.0%0.7%2.3%2.2%0%0%49%49%0.0%0.0%0.3%1.8%32%32%36%36%2.6%3.8%2.8%1.7%23%51%50%50%2.2%3.2%1.7%1.6%49%34%44%44%0.9%0.5%0.4%1.2%13%49%10%10%0.2%0.1%0.2%0.5%Wind 2021 2022 2023=()100 2024E=2024E/2024E 2024 4 30 PE 请 务必阅读 正文之 后的信 息披露 和重要声 明-7-1.4 2023 11.09-9.60%8.5%2023 17.7+5.90%2023 C B C 2023 1616&10%PVC PTO 50%C B 2023 2023 2012 2023 C 请 务必阅读 正文之 后的信 息披露 和重要声 明-8-2 0428-0430 2.32%0.03%-0.60%2.60%0.41%3.51%3.52%0.52%2 3 ifind ifind 4 5 ifind ifind 6 300 7 PETTM 300 ifind ifind 请 务必阅读 正文之 后的信 息披露 和重要声 明-9-3 3.1 0428-0430 20240428-20240430 0.8%67.31%1.00pct 4.31pct 2024 3 33,684.10 11.80%2024 4 359.59/76.86/8/9 10 11%请 务必阅读 正文之 后的信 息披露 和重要声 明-10-14/i fi n d 3.2+0419-0425 20240419-20240425 1721/-0.93%:84.21%85.74%+0.06pct 5993.2 1.24%2024 4 11.3-8%-24%224.4/-13.7%122.13+0.07%:0419 600 0422 600 0419 500 F 12%13%请 务必阅读 正文之 后的信 息披露 和重要声 明-11-2024 4 26 2175.00/156.25/762.50/25.96%(1)(2)4 3 2/15/16 请 务必阅读 正文之 后的信 息披露 和重要声 明-12-17/18/ifind Ifind 19/20%ifind 请 务必阅读 正文之 后的信 息披露 和重要声 明-13-21 3.2mm/2.0mm 18.25/3.2mm 26.25/3.3 0419-0425 4 25 2400tex 3400-3600/3505.92/3321.75/5.54%1.15 13.65%4.54 7628 3.5-3.6/22 2400tex/23 7628/请 务必阅读 正文之 后的信 息披露 和重要声 明-14-2024 3 82.29 8.15 2023 2.25 2.81%2023 12 684.5 2022 26.5 4.03%24 25 2024 2 147389.8 2022 3.83%1351.38/2022 9.66%4 2023 1-2024 2 2022%/2022%2023 1 155825.1-12.91%1610.81-12.47%2023 2 141946.84-8.94%1495.82-12.28%2023 3 169730.03-18.90%1660.49-1.08%2023 4 158307.81-9.72%1609.29-10.72%2023 5 163293.02-13.10%1479.07-20.69%2023 6 168228.17-0.44%1467.52-23.79%2023 7 162367.51 2.70%1470.88-24.59%2023 8 158697.46 19.16%1453.11-25.51%2023 9 147152.35 23.64%1486.85-26.06%2023 10 143073.68 9.26%1473.48-18.11%2023 11 152830.74 21.67%1489.21-19.21%2023 12 153048.63 12.59%1555.86-10.77%2024 1 183121.9 17.52%1455.16-9.66%2024 2 147389.8 3.83%1351.38-9.66%5 2023 1-2024 2 2022%/2022%2023 1 12340.32 19.21%4261.79-44.40%2023 2 9247.58 17.60%6366.24-18.88%2023 3 9887.08-16.75%6187.49-13.91%2023 4 7596.11-31.66%8246.77 17.21%请 务必阅读 正文之 后的信 息披露 和重要声 明-15-2023 5 9292.45-19.94%7220.29-8.00%2023 6 11065.39 6.04%6709.54-11.38%2023 7 10069.98-20.26%7864.86 25.25%2023 8 10324.92 2.92%7152.91-6.06%2023 9 9956.92 35.67%7220.5-23.47%2023 10 10771.58 14.32%5980.61-4.90%2023 11 12175.87-4.36%5711.33 5.93%2023 12 12232.65-11.55%5699.79 16.61%2024 1 9396.87-23.85%6473.42 51.89%2024 2 6751.14-27.00%8187.2 28.60%3.4 0428-0430 05 03 826.00/7.33/171/17.37%05 03(70#A,)4,580.00/50.00/1.08%26(/)27/ifind ifind 04 30 LNG 4,306.00/60.00/299.00/6.49%05 03 2,417.50/405.84/14.37%28 LNG/29/ifind ifind 请 务必阅读 正文之 后的信 息披露 和重要声 明-16-05 03 17,133.33/183/1.08%05 03 6,825.00/225/3.41%04 30 9,485.00/110.00/1,550.00/19.53%04 30 7,000.00/500.00/7.69%30/31/ifind ifind 32/33/ifind ifind PVC 04 30 PVC 5770/280.00/4.85%PPR 04 30 PPR4220 9000.00/PE 04 30 PE 771.45 5.23 57.47 8.05%请 务必阅读 正文之 后的信 息披露 和重要声 明-17-34 PVC/35 PPR4220/ifind ifind 36 PE ifind 请 务必阅读 正文之 后的信 息披露 和重要声 明-18-4 6 4 29 2023 2023 79.44+3.70%-3.38-289.40%4 29 2024 2024 14.85-20.43%0.53-9.20%4 29 2024 2024 1.31-31.56%-0.08+7.31%4 29 2024 2024 9.09-34.61%0.15-91.54%4 29 2024 2024 3.52-2.25%-0.17+36.72%4 29 2024 2024 21.40-22.08%0.92+42.38%4 29 2024 2024 14.38+0.80%-0.06-151.04%4 29 2024 2024 128.34-45.34%-13.09-294.57%4 29 2024 2024 15.67 37.42%-0.15 4 29 2023 2023 31.10+0.09%0.60-43.09%4 29 2024 2024 2.95-40.00%-0.82-412.09%ifind 请 务必阅读 正文之 后的信 息披露 和重要声 明-19-7 4 29 4 30 1 4 30 120 60 1 4 30 1 4 30 36 5 1 2024 9 5 1 5 1 5 3 20 10 30 5 1.2.3.4.5.请 务必阅读 正文之 后的信 息披露 和重要声 明-20-12 300 50 500 15%5%15%-5%5%-5%/1934 15a-6/36 15 200135 6 SK 32 01-08 100020 5001 T2 52 518035
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