资源描述
/2023.08.10-:()12 SAC S0160522070001 1.2023-08-07 2.2023-07-30 3.2023-07-24 1 2 51.5/28.3/13.7/2020 3-1 2017-2022 CAGR 15.9%2 2021 248 3 2021 283 2020 16%1 2 3-1 2 3-15%-7%1%9%16%24%建筑装饰 沪深300上证指数 2/4 601390.SH 601186.SH 601668.SH 601618.SH 601669.SH 601117.SH 002051.SZ 600970.SH 000928.SZ 000065.SZ WUCXuNrMnOpOoQoNnQoRrQ6MdN9PsQqQmOnOkPmMyQkPpOnMaQqRtNMYnNoRMYoOqR 3/1.5 1.1.5 1.2.9 2-.15 2.1.15 2.2-.17 3.24 3.1.24 3.2.27 4.29 1.5 2.7 3.2021.10 4.2021/.10 5.2021.11 6.2020.14 7.15 8.15 9.15 10.2019.15 11.16 12.16 13.16 14.2022 12 Yiwu Pay”.18 15.2021.19 16.19 17.2017 7.20 内容目录 图表 目录 4/18.20 1.GDP.6 2.2022 GDP.6 3.7 4.8 5.9 6.2022 12.12 7.2020.12 8.17 9.2023.17 10.18 11.21 12.22 13.2020.25 5/1 1.1 17 1.UNESCO 1 GDP 2022 GDP 45/47/58/59/61/73/79/84/87/97/123/125/140/148 2022 GDP 2022 GDP 3%14 GDP 2022 GDP 20%GDP 14 CAGR 6%6/1.GDP 2022 GDP 2022 GDP 2022 GDP 2022 GDP 2009-2022 GDP 1 23.05%1108.15 27.58%7.57%2 18.83%905.53 10.77%2.60%3 10.87%522.53 6.96%7.19%4 10.55%507.54 22.29%5.48%5 9.88%475.23 12.27%6.95%6 7.32%352.21 21.75%-1.70%7 5.62%270.36 30.92%7.04%8 4.69%225.48 25.49%7.49%9 3.84%184.56 34.91%4.36%10 2.38%114.67 30.02%5.75%11 1.02%48.84 6.61%5.44%12 0.92%44.39 12.94%5.21%13 0.59%28.47 0.14%0.69%14 0.43%20.65 21.75%-1.50%IMF 2 GDP IMF 2023 4 2022 GDP GDP 1 0.7%GDP 2022 20%GDP 14 GDP CAGR 3.5%2.2022 GDP 2022 GDP 2022 GDP 2022 GDP 2022 GDP 2009-2022 GDP 1 22.41%84416.70 23.00%3.52%2 14.52%54709.45 4.90%5.19%3 13.62%51307.62 18.16%3.97%4 10.18%38329.80 32.70%1.80%5 8.46%31849.77 25.08%5.39%6 8.35%31455.25-0.86%-0.29%7 7.64%28785.99 10.15%3.05%8 6.58%24771.44 27.15%1.96%9 2.82%10618.28 9.99%1.33%10 1.70%6399.75 27.60%4.30%11 1.26%4740.90 6.28%2.23%12 1.21%4563.30 10.07%4.49%13 1.09%4110.32 20.54%-2.89%14 0.16%619.56 19.26%-4.06%IMF 7/3 2022 8000 1%2022 3.49%1%2%14 CAGR 2%3.2022 2022 2022 2022 2009-2022 1 24.23%104.14 2.00%2.36%2 19.94%85.69 1.00%1.22%3 19.84%85.28 0.71%1.25%4 9.83%42.25 2.60%2.63%5 8.10%34.79 2.00%2.07%6 7.75%33.32 2.09%2.66%7 2.40%10.30 0.31%3.14%8 2.30%9.89 3.49%1.45%9 2.22%9.55 1.96%1.90%10 1.12%4.82 1.67%2.52%11 1.08%4.63 2.25%3.71%12 0.62%2.67 2.02%3.83%13 0.36%1.54 2.53%2.09%14 0.21%0.91 1.00%0.98%IMF 4 2.2021 2020 2019 2017 100%0.00%10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%90.00%100.00%8/OPEC OPEC 2019 OPEC OPEC 4.2020 2976 17%1201 50 2020 9.4 4.6%2020 GDP 34%2022 68.2%2021 11.4%1578 2021 34 18.2%2021 2021 1070 2021 7.73 2021 2021 1469 9%2021 3.7 1.7%2021 60%90%80%2021 1015 5.9%2021 1.78 1.1%2021 2021 252 1.5%2021 900 25.49 20%GDP 50%2019 32 4 0.2%2019 2.1 1.1%2019 GDP 13.6%2021 1.246 2020 4.3 2021 3.25 2020 6095 2273 2021 76%17.7%2019 48.43 2019 23.8 2019 30%70%2020 40 110 2020 27 TCF 18.5 5%2020 GDP 9/OPEC OPEC GDP 50%5.2021 7 9 17.2%GDP 5.6%2021 2021 2021 98%2021 GDP 19%2021 2020 1.5%2020 2020 2020 2020 2020 GDP 70%2011 26%2020 43 GDP 19.5%2020 140 GDP 60.8%2021 2021 2020 GDP 15%5 20%OPEC OPEC OPEC OPEC 1.2 10/2021 2.3 2018 2210 10 2020 1350 20 2021 3.2021 4.2021/CEIC CEIC 2021 779.3/134.3/0.05000.010000.015000.020000.025000.0中东国家总和中国美国新加坡阿联酋中国香港土耳其沙特阿拉伯埃及阿曼以色列卡塔尔科威特黎巴嫩巴林塞浦路斯 0100200300400500600700800/11/75%30%27 51.5/28.3/13.7/2020 5.2021 2019 2021 21 5 16 LG 1.3 8000 5000 LNG 1 2 3 300 150 260 20 2000 0.0100.0200.0300.0400.0500.0600.0700.0800.0900.0/12/OPEC 2023 2 2023 10/1.0187/OPEC 2025 1.1/6.2022 12 2022 12-180/60-70-120/50-70 220/330/200 1 2 7.2020 44909 6032 3142 2761 14268 3276 6312 2020 2.5 55 12 29 3.6 4030 110 1200 16 4000 200 21 7 10 22 5000 4130 1.34 18.53 13/9 6 3 2020 1350 27 4 3935 10.24 6.9 2020 1.3 9.3%30%7200 217 56 24 128 2021 10457 9.98 MW 7377 730 31 29 3 2022 2 3978 37.2 5.96 2272 40 18096 449 3 2019 291.7 2018 3 2017 706.5 912.9/2020 8288 300 2020 4338 3480 2 2 9 9830 1580 8250 40 22 14 20 160 10 800 19 15.8%1.02 3 1 2 62 800 1.01 14/28 11 2012 16811.92 7 2015 2305.7 6 2012 19428 2012 1533 65.8 2020 4940,-3 6 110 2020 46.4 5 1400 4 145 6.4 2009 4 19 600 2002 21 200 2 40/2000/5000/6.2020 CCER 050001000015000200002500030000 15/2-2.1-2017-2022 CAGR 15.9%2021 36.4%2022 5071.52 2007 4 2022 27.1%15%5.6%3.7%2022 2289 2782 16.4%37.6%7.8.2005 50.4 2019 341.4 7 2019 33.1%/19.4%/15.8%2019 9.10.2019 2020-20%-10%0%10%20%30%40%0.001000.002000.003000.004000.005000.006000.002016 2017 2018 2019 2020 2021 2022-yoy0.00%5.00%10.00%2016 2017 2018 2019 2020 2021/-40%-20%0%20%40%60%80%100%0.0050.00100.00150.00200.00250.00300.00350.00400.00450.00 yoy沙特阿拉伯 阿曼伊朗 也门土耳其 卡塔尔以色列 阿联酋伊拉克 科威特埃及 黎巴嫩巴林 叙利亚巴勒斯坦 塞浦路斯 16/2013 2021 190.3 248 2013-2021 CAGR CAGR 54.0%/51.7%/27.9%/26.3%/20.2%11.2017 6%2020 16%2021 2021 35.2%/20.3%/9.5%12.13.0501002013 2014 2015 2016 2017 2018 2019 2020 2021 0501001502002503002013 2014 2015 2016 2017 2018 2019 2020 2021-10010202013 2014 2015 2016 2017 2018 2019 2020 2021 17/8.2017 2018 2019 2020 2021 201.7 178.9 186.9 225.4 241.5 12.1 19.7 28.8 36.6 20.4 6%11%15%16%8%2.2-1 2023 3 9.2023 2023/7 2023/6 2023/5 2023/5 2023/3 2023/1 BBC-2022 12 15 11 18/10./2016 1 2030 2012 1 2014 11 2030 2018 7 2035 2014 12 2030 2018 5 2040 2010 10-2030-2016 1-2017 3-2015 12-2015 9-2023 6-2021 11-14 3 2021 3 25 2022 12-14.2022 12 Yiwu Pay 19/2 BP 2021 5.3 2.6 2021 16.6%2010 3.9%2019 31.2%15.2021 16.BP BP 2019 10 2021“”105 703 2018 773 2020 4.14 2021 12 15 1000 2022 16.6%15.1%11.4%10.9%10.3%10.2%6.1%5.7%4.1%4.0%2.2%1.3%0.9%0.7%0.1%0.1%0.1%14.0%14.5%15.0%15.5%16.0%16.5%17.0%17.5%81828384858687882019 2020 2021 20/17.2017 7 18.2021 3 25 3 14%15%21/11.2019 2020 2021 8683.6 14.4%8184 28.4%4914.5 15.0%8430.7 14.0%4541 15.7%4878.4 14.9%6713.8 11.2%4502 15.6%4795.8 14.6%4912.9 8.2%2816 9.8%2465 7.5%3495.1 5.8%2773 9.6%2065.4 6.3%3053.2 5.1%1756 6.1%2020.1 6.2%2632.3 4.4%1524 5.3%1320.3 4.0%2615.4 4.3%1064 3.7%1307.4 4.0%2533.9 4.2%868 3.0%998.5 3.0%1583 2.6%839 2.9%948.9 2.9%Dhaman 1 10 7.2 422 9 2-2013 ADNOC 4 22/3 EPC 800 4 2017 2018 2021 5G 12.2018 450.25 360 2016 40/1350 2021 9 500 2020 6 3 2010 18.25 9 2023 marjan 43 3000 2022 70 12 1 2 2022 CBD CBD 50.5 20 10 5 4 385.8 2020 2019 EETC500 174 23/2014 533 2023 4 2020 10%2018 24 53 12 23 12 10 2019 805.5 106 715.7 80 2022 C 76 2022 1013.5 52 24 T 100 40 25 2018 1200 800 240 2022 2013 2018-4 2022 1000 5000 2012 380 48 150 MMBPD 180 MMBPD 2015 400 2016 153 3.6 2016 SISCO-2023 8.5 5 2035 2019 2.24 1026 3700 2021 3150 2021 2035 2017 4 30 2021 AGS1 30/2018 13 24/2022 800 18 30 90 2021 19 92000 2017-11.72 400 5 5000 16 9 650 2023 2021 2 235-3 3.1 2030 2030 50%25/2050 2050 50%2035 40%6 2030 73GW 5 13.2020 1 30 2023 26 2025 2.5 4 2 50 29 10 2025 71%4.5 625 20 5000 7%8%2025 45%500 4030 110 1200 266 250 1200 700/82 2050 2050 50%7000 6400 2020 2000 100 6 7 2018 30 2022/8 2013 3500 2017 60 300 500 2.3 259 2030 16 1000 2053 5527 2053 8554 6196 1474 622 262 2053 255 4 2053 61 2023 2022 9 2053 2020 26/942 PPP 21 7000 2020 2023 13 25 4.6 2030 1%53%15%31%2035 2040 2.55%3.1%4 2018 12 2018 2 2022 650/525/90/2267 2018 1 12 5 7 20869 4041 7%8 PFI BOO BOT 2117 60 2 2030 15%800 4 2 500 5.5 25%2030 2030 20%5 10 80 3 10 2032 6 18 17 16 2030 51.738GW 20%1352.58 35 710 2015-2020 5 13 260 61%2015 28%26 27/25 155 2170 200 80 120 30,45 4 4 109 109 100 625 2244 9 2021 15000 2030 30%2018 500 2018 2024 3 3 2025 10%3.2 N“”AB 2023H1 12737.5 5.1%843.6 5.7%2018 3+5+N 2022 1000 CRCC CCECC 2023Q1 303.506 17.33%AlHanakya MakkahRanya 28/14“”“”2023H1 7226.3 11.7%NEOM 2023H1 2.01 9.5%599 7.7%50 2023H1 1849.81 13.87%1672.04 177.77 20 70“”2022 2022/1.04/1.70 4.3%/2.1%/849.4/1296.2 54.8%51.2%2023H1 10.52 2023 SPCC 3 5,000TPD 2022 10 300MW 2023H1 215.64 205%53.1%2022 ENR 250 250 5 6 3A 29/2023H1 6036.31 1039.84 56.53%2023H1 93.74 54.81 58.5%2023H1 20.3 80.8%4 30/10%5%10%-5%5%-5%
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