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HTTP:/WWW.LONGONE.COM.CN Table_Reportdate 2024 07 29 table_invest Table_NewTitle+Table_Authors S0630522020001 table_stockTrend table_product table_main 40%14%2013-2023 98.88 210.15 7.83%2022 50%4139.06 7.79%2023 1306.6 82%2023 40.54 12.13%34.5%2022 70.6%2023 I+II 11.57 2019 14.55%59.41%2023 19,500 46.60%7 250 2023 61.13 32%10 2023 65.35 29.72%25.96%-37%-29%-21%-13%-5%3%11%23-07 23-10 24-01 24-04:(0764)300 HTTP:/WWW.LONGONE.COM.CN 2/25 1.+.5 1.1.5 1.2.6 1.3.9 1.4.11 1.5.14 1.6.17 2.18 2.1.18 2.2.21 3.24 YWCXzQmRmPmNtNpMmRtMmNaQ8Q9PpNpPmOtPlOmMsNlOnPvMbRrQrNMYrRnQNZmOqP HTTP:/WWW.LONGONE.COM.CN 3/25 1.5 2 15-64.6 3.6 4.6 5 2022.7 6.7 7.7 8 2023.7 9 2023.8 10 PMI.8 11+.8 12 GDP.8 13.9 14.9 15.9 16 2022.9 17.11 18.11 19 2020 82%.11 20.12 21 2023.12 22 2023.12 23 2023.12 24 PMI.13 25(%).13 26.13 27.13 28%.14 29%.14 30 70.6%.15 31.15 32 2023 67.87%.15 33.15 34 2023 I+II 59.41%.16 35 2023 III 25.47.16 36(AGV/AMR).17 37 2023.17 38 AGV/AMR.17 39 AGV/AMR.17 40.18 41 2024Q1.18 42.18 43.18 44.19 45.19 46.19 HTTP:/WWW.LONGONE.COM.CN 4/25 47.19 48.20 49.20 50.20 51.21 52 2024Q1.21 53.22 54.22 55.22 56.22 57.23 58.23 59.23 60.23 61.24 62.24 1.5 2 2022.10 3.10 4.14 5.16 3+avKOrfMCah3LBtWy8QZEnPyPSCGvG90wyKf2tEx5sYhfyBstr1PWk545twtc9k HTTP:/WWW.LONGONE.COM.CN 5/25 1.+1.1.Class I Class II Class III 18 Class IV()Class V()46 1 1 Class I 0-18 Class II 0-3 Class III 0-3 Class IV/V 0-46 AGV/AMR 2024 HTTP:/WWW.LONGONE.COM.CN 6/25 2022 15-64 2000 82.05%2022 75.93%2012 2173 2024 4853 2 15-64 3 Wind Wind 1.2.4 75.93%70%72%74%76%78%80%82%84%20002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022 15-64(%)1500200025003000350040004500500055002012-032012-102013-052013-122014-072015-022015-092016-042016-112017-062018-012018-082019-032019-102020-052020-122021-072022-022022-092023-042023-11(/)HTTP:/WWW.LONGONE.COM.CN 7/25 40%14%5 2022 6 2009 13.89 2023 117.38 16.47%2024 66.21 13.09%2023 I 17.08 14.55%II 2.40 2.04%III 60.19 51.27%IV+V 37.72 32.13%47%53%7 8 2023 40%14%8%10%2%26%-60%-40%-20%0%20%40%60%80%100%120%2015 2016 2017 2018 2019 2020 2021 2022 2023%117.38-30%-20%-10%0%10%20%30%40%50%60%70%80%0204060801001201402009201020112012201320142015201620172018201920202021202220232024H1()%17.08,14.55%2.4,2.04%60.19,51.27%37.72,32.13%I:()II:()III:()IV+V:()HTTP:/WWW.LONGONE.COM.CN 8/25 PMI 2022 2022 2023 76.84 2024 6 43.39 9.92%PMI 2024 6 PMI 49.5 9 2023 10 PMI GDP 2023 54.8 8%GDP 2023 GDP 1.2%4-5 11+12 GDP 26.79 37.10 43.02 45.55 61.86 78.36 68.64 76.84 43.39-20%-10%0%10%20%30%40%50%0102030405060708090201620172018201920202021202220232024H1%4547495153555759-100%-50%0%50%100%150%200%2019-072019-102020-012020-042020-072020-102021-012021-042021-072021-102022-012022-042022-072022-102023-012023-042023-072023-102024-012024-04%:PMI:()27.3129.1424.5726.8534.637.9237.3246.6355.4650.5354.8-20%-15%-10%-5%0%5%10%15%20%25%30%35%010203040506020132014201520162017201820192020202120222023+)%-20%-15%-10%-5%0%5%10%15%20%25%30%35%2014201520162017201820192020202120222023%GDP:%HTTP:/WWW.LONGONE.COM.CN 9/25 2023 62.59 15%2023 5.2%13 14 1.3.2013 98.88 2023 210.15 7.83%2022 46.43%2022 31.82%18.77%15 16 2022 5.566.828.210.1615.0721.8123.5233.454.48 54.2762.59-10%0%10%20%30%40%50%60%70%01020304050607020132014201520162017201820192020202120222023+()%0%1%2%3%4%5%6%7%8%9%10%-10%0%10%20%30%40%50%60%70%2014201520162017201820192020202120222023%98.88106.42133.38148.95158.26196.94210.15-5%0%5%10%15%20%25%30%05010015020025020132014201520162017201820192020202120222023%46.43%31.82%18.77%1.95%1.03%HTTP:/WWW.LONGONE.COM.CN 10/25 2022 50%2022 523 4139.06 7.79%2 2022 2022%1 165.49 31.23%2 73.56 13.88%3 47.63 8.99%4 44.59 8.41%5 44.50 8.40%6-31.88 6.02%7 23.60 4.45%8 22.01 4.15%9 19.43 3.67%10 19.29 3.64%11-38.01 7.17%529.99 100%DHF 2022 2023 173.06 20.36%160.28 20.79%3 2023(600761.SH)1958 HELI 173.06 29.20 20.36%(603298.SH)1956 1-48 160.28 24.55 20.79%2012 49.82 25.69 32.45%(603611.SH)35.46-23.63%HTTP:/WWW.LONGONE.COM.CN 11/25 1.4.1990 1926 1956 1990 2003 2023 17 82%17.11%18 19 2020 82%Bloomberg Bloomberg 666.55 844.47 964.70 963.50 984.64 1162.05 1231.86 1306.61 02004006008001000120014002016 2017 2018 2019 2020 2021 2022 2023 37.66%17.11%45.23%HTTP:/WWW.LONGONE.COM.CN 12/25 50 90 2023 40.54 12.13%34.5%2024 22.82 19.64%41.5%16.22 11.06 10.42 1.17 1.67 25.19%24.99%20 21 2023 2023 I II III IV+V 15%3%57%25%22 2023 23 2023 40.54 22.82-20%-10%0%10%20%30%40%50%60%70%80%05101520253035404520112012201320142015201620172018201920202021202220232024H1()%16.2211.0610.421.171.67-15%-10%-5%0%5%10%15%20%25%30%024681012141618 2023%15%3%57%25%Class 1 Class 2 Class 3 Class4+514%2%48%36%Class 1 Class 2 Class 3 Class4+5 HTTP:/WWW.LONGONE.COM.CN 13/25 PMI 2023 2023 24 PMI 25(%)Wind Wind 2016 17 2023 26 27 Bloomberg Bloomberg 45474951535557592021-012021-032021-052021-072021-092021-112022-012022-032022-052022-072022-092022-112023-012023-032023-052023-072023-092023-112024-012024-032024-05:PMI:0%5%10%15%20%25%30%35%40%2021-062021-082021-102021-122022-022022-042022-062022-082022-102022-122023-022023-042023-062023-082023-102023-122024-022024-042024-06(%)051015202530352016 2017 2018 2019 2020 2021 2022 2023 4.04.55.05.56.06.57.07.52018 2019 2020 2021 2022 2023 HTTP:/WWW.LONGONE.COM.CN 14/25 28%29%Bloomberg Bloomberg 1.5.12.8 4 3 3 6 11.9/7.2 3.7/4000 1500 3 28.8 23.45 5 44.0 31.2 70.6%2013 53.47 2022 141.58 11.43%2022 70.57%15%17%19%21%23%25%27%29%2016 2017 2018 2019 2020 2021 2022 2023 0%2%4%6%8%10%12%2016 2017 2018 2019 2020 2021 2022 2023 HTTP:/WWW.LONGONE.COM.CN 15/25 2022 70.57%88.81%2023 67.87%30 70.6%31 2017 20.36 2023 79.67 25.53%67.87%Class III 2017 6.31 2023 19.48 20.67%34.06%32 2023 67.87%33 71.5882.4393.42 95.99101.22133.40 141.5843.7450.9555.53 53.3457.0463.5459.0562.1%61.8%62.7%64.3%64.0%67.7%70.6%0%10%20%30%40%50%60%70%80%0501001502002502016 2017 2018 2019 2020 2021 2022%70.57%88.81%64.39%0%10%20%30%40%50%60%70%80%90%100%2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 20.3628.1229.8741.0365.7867.4879.6740.99%47.08%49.10%51.27%59.83%64.39%67.87%0%10%20%30%40%50%60%70%1020304050607080901002017 2018 2019 2020 2021 2022 2023()%6.317.52 7.288.7412.8614.9719.4817.71%19.22%19.03%18.31%22.55%28.63%34.06%0%5%10%15%20%25%30%35%05101520252017 2018 2019 2020 2021 2022 2023()%HTTP:/WWW.LONGONE.COM.CN 16/25 80V/378AH 80V/575AH 8 30.2/5 80V/575AH 80V/378AH 40,000 2 80,000 1 8-10 1-2 1000/*2*8=16,000 500/*8=4,000 70 2 8 70*2*26*12*8=349,440 36 2 8 436*2*26*12*8=179,712 8 2/20,000*2*4=160,000 4000 75%10;20 50%-40 20 80%-40 60%565,440 263,712 GGII I+II 2019 I+II 1.06 14.55%2023 11.57 59.41%81.82%III 2023 25.47 35.21 27.66%10 34 2023 I+II 59.41%35 2023 III 25.47 1.06 2.63 5.13 8.14 11.57 14.55%30.09%39.87%54.34%59.41%0%10%20%30%40%50%60%70%0246810121416182019 2020 2021 2022 2023I+II%,6.4113.5028.1435.2125.4728.40%41.79%53.17%67.05%42.31%0%10%20%30%40%50%60%70%051015202530354045502019 2020 2021 2022 2023III%HTTP:/WWW.LONGONE.COM.CN 17/25 1.6.2024 2023 21.03%19.37%12.58%36(AGV/AMR)37 2023 2023 30,700 46.19%2023 19,500 46.60%38 AGV/AMR 39 AGV/AMR 21.03%19.37%12.58%10.80%9.46%8.40%5.85%4.50%8.01%/570086501350021000307000%10%20%30%40%50%60%050001000015000200002500030000350002019 2020 2021 2022 2023%27005000800013300195000%10%20%30%40%50%60%70%80%90%05000100001500020000250002019 2020 2021 2022 2023%HTTP:/WWW.LONGONE.COM.CN 18/25 2.2.1.1958 1991 1996 1-46 30 1000 6000 2024 37.81%90%40 41 2024Q1 2018-2023 12.57%2023 174.71 10.76%12.78 40.89%2024 3.9 48.41%42 43 96.67101.30127.97154.17156.73174.7143.050%5%10%15%20%25%30%0204060801001201401601802002018 2019 2020 2021 2022 2023 2024Q1%5.836.517.326.349.0412.783.9-20%-10%0%10%20%30%40%50%60%024681012142018 2019 2020 2021 2022 2023 2024Q1%HTTP:/WWW.LONGONE.COM.CN 19/25 29.2 11.93%2023 25%100%2019 2022 2024 20.63%9.55%44 45 2014 7 250 150 2023 5+X”2023 21%32%61.13 24.19%46 47 13.2615.2422.0727.4826.0829.2025%25%25%0%5%10%15%20%25%30%35%40%051015202530352018 2019 2020 2021 2022 2023%20.31%21.30%17.72%16.10%16.99%20.61%20.63%7.36%7.67%6.52%5.09%6.54%8.10%9.55%0%5%10%15%20%25%2018 2019 2020 2021 2022 2023 2024Q1%16.1416.8118.9429.5746.3261.130%10%20%30%40%50%60%0102030405060702018 2019 2020 2021 2022 2023%HTTP:/WWW.LONGONE.COM.CN 20/25 2018-2024 2.25%3.92%2023 8.92 44.81%5.11%H4 i 2023 463 66 11 3 48 49 I 8 22 100 2023 42%AGV 127%50 4.78%4.87%3.39%3.37%3.52%4.05%3.92%3.39%3.40%2.73%2.58%2.72%2.59%2.25%-0.21%0.03%-0.07%-0.04%-0.27%0.05%-0.07%-1%0%1%2%3%4%5%6%2018 2019 2020 2021 2022 2023 2024Q1%3.944.925.397.126.168.92-20%-10%0%10%20%30%40%50%0123456789102018 2019 2020 2021 2022 2023%HTTP:/WWW.LONGONE.COM.CN 21/25 2.2.1956 2016 1-48 0.75-25 51 98.98%41.34%20.39%52 2024Q1 2023 162.72 12.90%17.20 HTTP:/WWW.LONGONE.COM.CN 22/25 74.23%2024 3.79 31.16%53 54 24.55 6.55%2023 21%2020 2022 2024 20.57%9.64%55 56 10 200 2023 65.35 29.72%25.96%84.4388.54114.52144.90 144.12162.7241.72-5%0%5%10%15%20%25%30%35%0204060801001201401601802018 2019 2020 2021 2022 2023 2024Q1%5.476.458.389.089.8717.203.790%10%20%30%40%50%60%70%80%90%024681012141618202018 2019 2020 2021 2022 2023 2024Q1%12.6513.9420.7224.7723.0424.5523%22%21%0%5%10%15%20%25%30%35%40%0510152025302018 2019 2020 2021 2022 2023%20.58%21.31%20.35%15.51%17.78%20.78%20.57%7.25%8.07%8.10%6.84%7.45%11.27%9.64%0%5%10%15%20%25%2018 2019 2020 2021 2022 2023 2024Q1%HTTP:/WWW.LONGONE.COM.CN 23/25 57 58 2023 2018-2024 2.28%4.06%-0.38%15 600 20 10 60 AGV 5 40 59 60 2023 7.31 11.09%46 77%3 16.44 16.2517.4429.6350.3865.35-10%0%10%20%30%40%50%60%70%80%0102030405060702018 2019 2020 2021 2022 2023%5.83%5.95%5.74%2.69%3.13%3.66%4.06%3.21%3.36%2.62%2.28%2.23%2.10%2.28%-0.17%-0.22%0.00%0.08%-0.08%-0.52%-0.38%-1%0%1%2%3%4%5%6%7%2018 2019 2020 2021 2022 2023 2024Q1%HTTP:/WWW.LONGONE.COM.CN 24/25 61 62 3.AGV 3.043.595.386.026.587.312.030%10%20%30%40%50%60%0123456782018 2019 2020 2021 2022 2023 2024Q1%HTTP:/WWW.LONGONE.COM.CN 25/25 6 300 20%6 300-20%20%6 300 20%6 300 10%6 300-10%10%6 300 10%6 300 15%6 300 5%15%6 300-5%5%6 300 5%15%6 300 15%1928 87 D 15F Http:/Http:/8621 20333275 18221959689 8610 59707105 18221959689 8621 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