资源描述
SAC S0850521050003 2024 6 16 12055 1.2.3.4.2 XVAZxOnQpMqRpRoNtOtMmNbRcM7NoMoOoMtPfQpPqOiNrQuN8OpPwPNZoOrRvPmQuN3 2017-2023 23 K 17-21 5%22 05 16-20 17-23 1.1 11%17%26%12%14%18%5%4%4%9%12%4%10%4%5%6%3%3%3%1%1%2%58.0%43.0%25.7%0%20%40%60%80%100%201620192020 0%1%2%3%4%5%6%7%8%9%10%0204060801001201401601802002017 2018 2019 2020 2021 2022 2023%4 Statista 2000-2010 2019 2.21 2.2 5%18 89%19-21 54%33%35%2020 5.2%14-22 14-22 1.1-20%-15%-10%-5%0%5%10%15%20%05101520252014 2015 2016 2017 2018 2019 2020 2021 2022 YOY(%)-35%-30%-25%-20%-15%-10%-5%0%5%10%0 2 4 6 8 10 12 14 2014 2015 2016 2017 2018 2019 2020 2021 2022 YOY%kxdZcXoZFnQDiEICqxNAfJDzSda0ryHb0G1WUCrSdD6xWaUnPl/fezdJdjdGrwle 5 2017-2023 1.2 2023 33 16 1 G25 23 40000 23 90 2024 2025 200:0%10%20%30%40%50%60%70%80%90%0 500 1000 1500 2000 2500 3000 2017 2018 2019 2020 2021 2022 2023 YoY%0%10%20%30%40%50%60%70%0 5000 10000 15000 20000 25000 30000 35000 40000 2017 2018 2019 2020 2021 2022 2023 YoY%6 23 23 210.4 1.1%18.8 0.4%24 1 204 1370 1.59%12.61/24-26 CAGR 20%19-24Q1 19-23 1.3-50%0%50%100%150%200%0 50 100 150 200 250 2019 2020 2021 2022 2023 2024Q1 YOY%YOY%95%96%97%98%99%100%101%0 200 400 600 800 1000 1200 2019 2020 2021 2022 2023%2022-2023 Wind 7 Wind 5 17 5 27 5 28-2.1 5 175 17 2024 5 18 0.255 1715%25%5 27“”5 2815%25%5 2830%20%40%30%LPR-10BP LPR-45BP LPR+30BP LPR-5BP 8 Wind 23 227.8 1.4%30.4 12.9%23+23 800 600 2.2 19-24Q1 19-24Q1 0%5%10%15%20%25%30%35%40%45%0501001502002502019 2020 2021 2022 2023 2024Q1 YOY%0%5%10%15%20%25%30%35%40%45%50%051015202530352019 2020 2021 2022 2023 2024Q1 YOY%9 Wind 2.3+M+K 2023 7%2023 Costco OBM 100%93.01%-40%-20%0%20%40%60%80%100%120%050010001500200025002017 2018 2019 2020 2021 2022 2023 YoY%-10%0%10%20%30%40%50%0 5000 10000 15000 20000 2017 2018 2019 2020 2021 2022 2023 YoY%10 Wind 2.4&1 V6 0769 3D 2 1 23Q3 51.0%3.7pct 2023H1 57.3%2 14-17 25.0%31.1%23.9%15.8%20.8%0%10%20%30%40%50%60%70%01002003004005006007008009002018 2019 2020 2021 2022 2023 YoY%-20%-10%0%10%20%30%40%50%010002000300040005000600070002018 2019 2020 2021 2022 2023 YoY%11 Wind 5 Markit PMI 50.9%5 PMI 47.4%4 1.5%3-7.5%4.3%PVC 4 8.70%18.27%2.74%4.58%-0.12%16.50%24.21%12.33%18.22%11.38%(%)3.1-60%-40%-20%0%20%40%60%2019-112020-022020-052020-082020-112021-022021-052021-082021-112022-022022-052022-082022-112023-022023-052023-082023-112024-02-30%-20%-10%0%10%20%30%40%50%60%70%2022-062022-082022-102022-122023-022023-042023-062023-082023-102023-122024-022024-04 12 23 26.1 600 FedEx TOP 100 23 9.5 94%19-24Q1 19-24Q1 3.2 0%20%40%60%80%100%120%0510152025303540452019 2020 2021 2022 2023 2024Q1 YOY%Wind-100%-50%0%50%100%150%200%250%300%012345672019 2020 2021 2022 2023 2024Q1 YOY%13 Wind 17-22 3.4 12.6 CAGR 29.9%0.26 2.72 CAGR 60.1%23 17.8 41.0%4.7 73.6%PMI(Stanley aladdin)Takeya Takeya Lululemon)S w e ll ETS 23 85%3.3 19-24Q1 19-24Q1-20%0%20%40%60%80%100%120%140%051015202019 2020 2021 2022 2023 2024Q1 YOY%-50%0%50%100%150%200%250%0123452019 2020 2021 2022 2023 2024Q1 YOY%14 Wind 3.4&2020 2127.65 31%1800.54 27%2017 7%2022 16%2017 18%2022 35 2018 2022 31.65%FY22 15.96%1 2019-2022H1 3.36%-4.12%2 98%-99%3 2022 2-100%-50%0%50%100%150%200%250%300%0501001502002503003504004502018 2019 2020 2021 2022 2023 YoY%-20%-10%0%10%20%30%40%50%60%70%80%0 1000 2000 3000 4000 5000 6000 7000 2018 2019 2020 2021 2022 2023 YoY%15 Wind 3.5 17-23 5.8 13 CAGR 14.5%0.52 3.66 CAGR 38.4%4Q23/1Q24 2.94/3.15 0.56/1.01 2.78%/0.90%1Q24 18-24Q1 18-24Q1 16 4.1 23 2024 5 31/853/770/6419/5749/17.45%/32.51%10.21%/16.07%6 Wind 6 20/840/6 30/770/30 770/17 4.1 18 4.2 23 24Q1 4Q23/1Q24 103.42/101.85 2.13%/3.87%9.49/9.56 75.51%/69.04%1Q24 23 666 19.57%146 20.65%23 1200 PM1 PM1/PM2 30 24 24 4 40 35 15 70 18-24Q1 18-24Q1 Wind 19 SAC S0850521050003 Email 20 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%21
展开阅读全文