天é?è¯????????¡ï??¾è??§è?¡ã???ºè?±ç?ç»???大å???¡ä»½????ç¡?ç§???ç­?

????天é? · ??大é???¡ä¸¨3??

????天é? · ??大é???¡ä¸¨3??

??????ç­??¥ã??

????æ±?????次é?¼è?7ï¼?å¦?ä½???å¾??¡ç¥¨??æ±??????³ç³»ï¼?

????ä¸??????¡å?ä¸??????人é??´¥???¶å???ä¸?äº?????????ç»´â??

????å½???å¸??ºï??¨å?»å¹´åº?å¤???é¢????¢è?ä¹???ï¼?è¿?2ä¸???å¸??ºè½®?¨è??å¥???å¿???¿å??以å?¨åº¦?????¨åº¦ä¸ºå??ä½?è½??????ç»??§è?好ç??ä»???计ç??ºã????ä¿¡ã??轻工ç­??¿å????

?????¿å??è¡???ä¸???ç»??¥è???ç»?æµ?å¤?????åºþ??强ã??æµ·å?????顽å?ºã???°ç??¿æ²»?²ç?ç­?????忧ï??¸å???¸­ç¾?ç»?æµ??¨æ????ä½???ç»???ï¼??½å???¿ç??©å?VSæµ·å??¿ç??¶ç¼©???½å??å¼±å???VSæµ·å???§¦åº????½å??è¢??¨å?»å?å­?VSæµ·å?主å?¨å?»å?å­?ï¼?ï¼????³ç??ä»?å¹´æ?´ä??ºè????½æ???渡年?????¡å¹´??主é?å¹´ã????æ­¤ï??¨â????人é??´¥???¶å???ä¸?äº?????????ç»´â????

????äº???ä¸?ä¸??¶æ?????步转???ºæ??????³æ³¨???????³æ????

????ï¼?1ï¼?ä¸?季度ï¼?主é?ç­??¥ã??æµ??¨æ?§å¥½???°æ????空æ??ï¼?主é?ç­??¥ç?¸å???????主é??¹å??主è???ï¼??¿ç????????¿å??å¦?ä¿¡å??????ä¸?ç­?ï¼?äº?件å???????¿å??å¦???å·¥ç?µå???人工?ºè?½ã???°å?ç»?æµ?ç­???3??ä¹??????å§?侧é???ºæ??????????¶æ??§å?³æ³¨ä¸?äº?ä½?ä¼°å?¼ã??é«??¡æ?????¹å??ï¼?å¦?红å?©æ???°ã?????¨ä?ä¸?ç­?ï¼?ç­?å¾??ºæ????¿¡???´æ????ä¹???????? ¬??

????ï¼?2ï¼?äº?ä¸?季度ï¼??ºæ???¢ç??¥ã??ä¸?绩æ???²è?å¯???????产å??æ¶?è´¹ç?é«?é¢??°æ?????è¸???ºæ???¢æ??èµ??¸å????????³æ³¨?¹å??ï¼?ä¸????æµ?å¤???éª?è¯?主线ï¼??³æ³¨ä¼°å?¼æ???åºþB???????¹å??ï¼?æ¶?费类æ¯?å¦?ç¾?容æ?¤ç?????»ç?????¡ã??é¤?é¥???游ã?????ç­?ï¼???产类æ¯?å¦?建ç?建æ????家å?????å·¥ã???ºå?设å?ç­?ï¼?äº??????ç»´æ??è¾?é«??????½å??¨å??è½??????¿æ?¿å??ï¼?æ¯?å¦???å·¥ç?µå???大å?¨ã????ä¼?è¾?????人工?ºè?½ã????导ä?设è??????°è????产ä??¾ç???

????ï¼?3ï¼???季度ï¼?ä½?ä¼°å?¼ç??¥ã??å¹´å??¿ç?å¤?ï¼???å¤??¿ç?驱å?¨æ?¿å????ä¼°å?¼å???¢æ?¿å????ç­??¥ç?¸å?????ï¼??¹å????1??ä¹?????æ­¤æ?¶å???³æ³¨?¿ç????????¹å??æ¯?å¦?大å??¨ã??人工?ºè?½ï???????ä½?ä¼°å?¼é??¡æ????ä¼°å?¼å?????å¦?红å?©æ???°ã?????¨ä?ä¸???é£?é¥???家ç?µç???

????é£??©æ??示ï?å®?è§?ç»?æµ?é£??©ï??½å??å¤?ä¸????æµ?äº?件é??©ï?ä¸?绩ä?è¾¾é???é£??©ç???

??????��??

????è¿?ä¸?æ­¥å??¾ç??æ¦??????¨ä???????2022å¹´å??季度货å??¿ç??§è??¥å??解è?

????综å???¥ç??ï¼??????è´§æ?¿æ?¥å?????´ä?延续äº?ä¸?¤®ç»?æµ?å·¥ä?ä¼?è®???ç²¾ç?ï¼???ä»??为æ?¥ä??¥ä??¶å??´å?ä¾???ç»?æµ?????ä¿???¨è?½æ?¥å??°ç¨³å¢??¿ï?????è¿?ä¸?æ­¥ç????强å?ºæ???????èµ°è??è·???ï¼??¿ç?è°??§é?计ä???温å??ï¼?ä»?å¹´ç?æµ???å°?ä¿???æ¸?è¿?å¼???å¼±å?????ç¬??ï¼?å¤??å¯?023å¹´å?½å??ç»?æµ???????ä¿??ä¿???ä¹?è§?ï¼?è´§å?è¿?ä¸?æ­¥å??¾ç??æ¦????¨ä?????ç¬??ï¼?å¤??对é????????忧æ?¾è??ä¸???ï¼?ä½?ä¸?对å????ä¿????ä¹?è§?ä¸????¾ï?è´§å?å°????¶ç´§??å¿?è¦???ç¬??ï¼?å¤??对æ?¿å?°äº§?¹é?¢ç???¨ç½²ä¹??ºç?°ä???è¦???è¾¹é??????ï¼?ä¿?交楼?·å?äº??´é???ä¼???级ï??©ä?纾å?°ç???¿ç?????????ï¼?????æ±?ç«??¿ç????½ä??´å??温å????é£??©æ??示ï?æµ·å?ç»?æµ????¿ç?å­??¨ä?ç¡???§ï????½ä?å½±å???½å??è´§å??¿ç????ºå?°ï?æ¶?è´¹å???å­??¨ä?ç¡???§ã??

???????ºæ?¶ã??

????3???ºå????þ=????ï¼?2019??2022ï¼?????3??èµ???????ºå????¥ï?20230227ï¼?

????3???ºå???ä¹???ï¼? 3?????¿ä????????è¦????¹ã??å¸??ºé??è¦?对å?å¹´ç?¶å?µå???¿ç?????è¿?è¡?è¯?ä¼°ï?é¦????³æ³¨1-2??ç»?æµ??°æ???????ä¿¡è´·?°æ?????¶æ?ï¼?å¸??ºå?³æ³¨?¿ç?ç«??ä½?è¯?ä¼°å???ä¸????¥ç?æµ?å½¢å?¿ï?è¿???è¯?ä¼°è´§å¸??¿ç????þ@??¨é???ºæ???????????½ã??3???ºå?ï¼??³é????????¤¾??ï¼??¿ç?è¡?为å?³æ³¨MLF??ä½???ä¸?æ­¤å???¶ï???è¦??³æ³¨???þ@??¨è?é¢?????ç´?????äº?件ã??????è§?å¯?社è??ä¸?å¼±ï?1-2??ç»?æµ??»ä?å¤??¨ä¿®å¤??¶æ??ä¸?????????????å°½å?é¢???ï¼???ä»??è®????¶é??ä¸?PMI大æ???ç»´æ????0以ä????±æ???»¥è®¤ä¸º3???¿ç?ä»???????ï¼?å½??¶ä?ç¡???¨ä?å¤??´ï?ä¸???³ç³»???¨å????为é??è¦?ï¼?ä¸?æ­¤å???¶ï?ç¾??????°ä??¼å??³æ³¨????ä»??¤æ????????©ç??æ°´å¹³???????¶æ?§ï???ç»???½ç?æµ?é«????åºþ=???¾å»¶ç»??ç¾???ç¾??ºç»§ç»??è¡?空é?´å·²ç»?è¾?为æ????????å¹´ç???ï¼?å·þ@?³ï?ç¾???????05å·þ@?³ï?å·²ç??????å®?ä»·è?????ä½?ç½???3??以ç???为代表ç??å¤??´å½¢?¿æ??许å??½å???ºå?并ä???好ã??2019è¿???022ï¼???ä»??ä¸????ºå???è¦?注æ??2019å¹´ç??é£??©ï?èµ????¢æ??ç»´æ???¶æ?????¿ï??¿ç??©ç?????????¡ä?è¡???????

????é£??©æ??示ï?æµ·å??å¤??????©æ?£è?é¢???ï¼??½å??ç»?æµ?å¢???è¶?é¢???ï¼??½å??å¤?å®?è§??¿ç?è½???è¶?é¢?????

????????å·¥ã??

????è¡?ä¸?æµ??¨æ?§è?è¸??¨æ?¥ï?è¿???è¡?ä¸?æµ??¨æ?§å???????

????ETFèµ???æµ??¥æ?¿å??????023-02-24ï¼?ä¸??¨æ??265??TFå­??¨è?????æµ??¥ï???277??TFå­??¨è?????æµ??ºã????ç±»å?????æµ??¨æ?¥ç??ï¼?ä¸??¨è?????æµ??¥é??????ç±»å????ï¼?ç§???ä¸?6.26亿å?????»è??¸º12.73亿å??ç­?ç­?ï¼?ä¸??¨è?????æµ??ºé??????ç±»å????ï¼?A?¡å??ºä¸º-112.56亿å????????ä¸?18.39亿å????ç­???é£??¼ä¸º-17.85亿å??ç­?ç­???

????????èµ???æµ??¥è?ä¸?ä¸??¨å????èµ?????æµ??¥è?å¤???è¡?ä¸?为ï??????§æ?ä¸?3.04亿å?????¢é??ä¸?.78亿å????建ç?ä¸?.96亿å??ç­?ç­?ï¼?ä¸??¨è?????æµ??ºè?å¤???è¡?ä¸?为ï??µå?ä¸?31.60亿å?????»è??¸º-16.51亿å????é£???é¥???ä¸?11.48亿å??ç­?ç­???

????????ç±»å?ºé??å¢???èµ???è¡?ä¸???å¸???ä»??å·²å???????????ç«???æ­£å?¨å???????³å???????????ç±»å?ºé??è¿?è¡?äº?ç»?计ã???????ºé??????ç«???建ä?ï¼?é¢?计ç??¨å??è¡?ä¸?å¸þ=?¥è?大å???èµ???ï¼?å¦?ï¼??µå???????¨ä?ä¸?è¡?ä¸?ä¸?1亿å?????µå??设å????°è?½æ?è¡?ä¸?ä¸?9亿å?????µå???????¨ä?ä¸?è¡?ä¸?ä¸?2亿å?????»è???ä¸?ä¸?3亿å???????¶è?????è¡?ä¸?ä¸?3亿å??ç­?ç­???

????é£??©æ??示ï????¥å??为å??ºç?计ï?ä¸???????èµ?建è???

??????æµ·å???

?????¾è??§è?

??????èµ?建è?ï¼???????023å¹´è?¾è?游æ??ä¸??¡æ?´å??ä¹?è§???å¢??¿é???ï¼???ä»??è°?2023/2024å¹´æ?¶å?¥é?æµ???163/6837亿å??ï¼???ä¸?019/6680亿å??ï¼?ï¼?对å???æ¯?å¢?????ä¸?1ï¼?????ä»??è°?2023/2024å¹´é?æµ?Non-IFRS???©æ¶¦??442/1675亿å??ï¼???ä¸?420/1637亿å??ï¼?ï¼?对å???æ¯?å¢???ä¸?3ï¼?/16ï¼??????2022/12/28?¥è?¡ä»·å¯¹å?2023/2024å¹´é?æµ?PE????¸º19/17??ï¼??£é?¤ä?级æ??èµ???ï¼?对å?2023/2024å¹´é?æµ?PE????¸º16/14????纵å??æ¯?è¾?ï¼?????2ä¸???é¢?æµ?PE?¸è?äº?2008å¹´æ?¥ä¸­ä½??°æ??è®?.7ä¸?????å·???¸å?纳æ????????Eè¾?2008å¹´æ?¥ä¸­ä½??°æ??è®?.9ä¸?????å·???

??????ä»??为å???¸å?¨ç¤¾äº¤æ???以å???¸å?ä¸??¡å?ç«?äº??¼å?稳å?ºï???????????????¾ï?ä¸????ºæ???¢æ?¢å?è¾?é«?å¢??¿ç???ºç???å®???游æ??å¼???ç­??¥è??´ï?ä¾?ç»??¿è?½é??æ­¥é???¾ï?è§?é¢??·ä?ä»????©ç¨³?ºè?¾è?æµ???大ç??ï¼????¶å?¨å¹¿?????µå???¹é?¢å¸¦?¥æ?°ç??alphaå¢??¿æ????????°è???þ=?¸å?ä¸??¡ï???????èµ???åº????ºï???èµ?ç»???ä»·å?¼å????´å????ä½??°ã???ºä????°ç??ä¸??¡é?æµ?以å????èµ?ç»???????ä»·å?¼ï?ä¸?è°?SOTP????ä»·è??40æ¸???ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï??½å??å®?è§?æ¶?è´¹æ?¢å???å¥?å­??¨ä?ç¡???§ï?线ä?æ¶?è´¹æ?¢å????¨å??å½±å??线ä?娱ä?æ¶?è´¹æ?¶é?¿ï?大è?¡ä?????????¶é?´å?ä¸???ç¡???

??????��??

?????ºè?±ç?ç»?

????22Q3???¸ç??????´¹?¨ç??/管ç??è´¹ç?¨ç??/????è´¹ç?¨ç????æ¯?????????12.28pct/-0.42pct/+0.51pctï¼?????´¹?¨å?å¹????¾ï???ä»??¤æ??¸»è¦?????????ä¸?线æ?°æ¸¸??æ°¸æ????????ï¼??????°æ¸¸ä¸?线æ???¥å??ºæ?¨å¹¿æ´»å?¨ã???©æ¶¦?¹é???22Q3???¸æ??©ç??/???©ç??????????5.34pct/-2.86pct??9.0ï¼?/44.4ï¼???

?????¡æ??????ç­??????????æ­¥å??æ¸?ï¼?ç§???å¼?å±???è´????¡æ??æ¿??±è??????¼å???¸é?¿è???å±???????0??21?¥å????称ï?ç»?????9????两æ??¡ä»½?¸æ?????å®???è¿??·å??ï¼???å®??§äºº???þ=???¡é????.97ï¼?ï¼???ç¬??大è?¡ä????£ä??¿é????????3.78ï¼???为å???¸ç?ä¸?大è?¡ä???æ­¤å?ï¼????¸ç§¯??å¼?å±???è´????è´??¡ä»½?¨ä?????å®??½è?¡æ??æ¿??±è???????å·¥æ???¡è???ç­?ï¼?2022å¹´è?¡æ??æ¿??±è?????两个è¡????????¸ç????????¸º2022å¹?2023å¹´ç?????©æ¶¦?¸æ?2021å¹´å??¿ä?ä½?äº?80ï¼?/160ï¼?????ä»??为ï????¸ç?????²é?????æ­¥å??°è?½å?解å?³ï????¥ä??¡å??å±?å°?è½»è?ä¸??µï????¶å???¸ç???¼æ???¥ï?注é??人æ??æ¿??±ï??¿æ??å°?å¥?å®?ä¸??¡å??好å??å±??ºè???

??????èµ?建è?ï¼???ä»?»´??????022-2024å¹´æ?¶å?¥å????¸º39.04/49.23/60.26亿å??ï¼???æ¯?å¢???4ï¼?/26ï¼?/22ï¼?ï¼?å½?æ¯????©æ¶¦????¸º11.35/13.24/16.96亿å??ï¼???æ¯?å¢???????¸º97ï¼?/17ï¼?/28ï¼?ï¼?对å?2022å¹?0??28?¥æ?¶ç??ä»·ï?22-24å¹?E????¸º11/9/7??ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï??¿ç???管é??©ï??§å?¶æ??稳å??§é??©ï?VRä¸??¡è?å±?ä¸???é¢???é£??©ï??°æ¸¸??/?????线è??å¥?ä¸?è¾¾é???é£??©ï?????çº?纷é??©ç???

???????µå???

????大å???¡ä»½

???????¸å??å¸?2022å¹´ä?季度??amp;ï¼?2021å¹´å¹´åºþ=?¥å??ï¼?2021å¹´å???¸å??°è?¥ä??¶å??28.35亿å??ï¼???æ¯?+24.07ï¼?ï¼?å®??°å?æ¯????©æ¶¦33.78亿å??ï¼???æ¯?-13.44ï¼?ï¼?2022å¹?1???¸å??°è?¥ä??¶å??8.48亿å??ï¼???æ¯?+14.34ï¼?ï¼?å®??°å?æ¯????©æ¶¦3.56亿å??ï¼???æ¯?+2.30ï¼?ï¼?2021å¹?4???¸å??°è?¥ä??¶å??13.50亿å??ï¼???æ¯?+10.20ï¼?ï¼?å®??°å?æ¯????©æ¶¦9.79亿å??ï¼???æ¯?-9.12ï¼???

????AIèµ??½ä??¡å??è§?????ï¼??©è??ç½?å¸??ºå????¹¿??ï¼?????ç¼?解å???½é??ç»?æµ?å¤???ï¼?æµ·å?å¸??ºä??¡é???å¢??¿ã?????????è¡?计å???·æ?¹ï???ç»???½å???¸é?¿æ??ä¸?绩å??¿ã??

???????¤å????¸è?¡æ??让渡ç­???ç´?ï¼?????1å¹´æ?´ä?ä¸?绩维??稳å?¥å??¿ã??1ï¼?????1å¹´å??°è?¥ä??¶å??28.35亿å??ï¼???æ¯?+24.07ï¼?ï¼?å®??°å?æ¯????©æ¶¦33.78亿å??ï¼???æ¯?-13.44ï¼?ï¼???ä»??为主è¦??????¨ä?20å¹´å???¸å?ºå??????¸å???¾å¾®????¶é???èµ??¶ç??导è??0å¹´å???©æ¶¦?ºæ?°è?é«??????¤è???ç´?å½±å??ï¼??´ä????¸ä?绩稳?¥å??¿ã??2ï¼?????1å¹´æ??©ç??ä¸?8.91ï¼?ï¼???æ¯?-3.79pctï¼???ä»??为主è¦??????¨ä?2020å¹´ç??????产å??æ¯??©è?é«?ï¼?导è?´ä?å¹´å?ºæ?°è?é«??????¤ä?è¿°å??ç´?å½±å??ï¼?21å¹´æ?´ä?æ¯??©æ°´å¹³ä???稳å?????????ç­?ä¸?ç¡????ç´?ï¼?å°?22-23å¹´é???å½?æ¯????©æ¶¦??6.65/67.99亿å??è°??´è??9.53/45.60亿å??ï¼?é¢?è®?4å¹´å?æ¯????©æ¶¦53.05亿å??ï¼?ç»´æ????ä¹°å?¥â??è¯?çº

????é£??©æ??示ï????°ä??¡å??ºå??¿ä???é¢??????ºæ?§ç?©è???¹æ?????ä¸???é¢?????å¢?å¤?ä¸??¡æ??å±?ä¸???é¢?????ToBä¸??¡å??å±?ä¸???é¢?????

??????��??

????汽车?µå???ç¨?åºþ@??æ·±è?ä¸?æ­¥æ???????½æ?§å?¨ä»¶??æ±?ï¼?汽车?µå?ï¼??°è?½æ?汽车???°è?½æ??µæ?ï¼??????¨å?å·²å?·å?ï¼?汽车?µå?ä¸??¡æ????????äº?汽车?µå?¨å?????ºè?½å??è½???å¼????äº????¿æ?²çº¿??汽车?µå?¨å??è½?????ADAS???ºè?½åº§?±æ?????????å¸þ@?¨æ±½è½þ>?µå???ç¨?åºþ@??æ·±ï????½æ?§å?¨ä»¶??è½þ?»·?¼é????????2022H1?°è?½æ?汽车æ¸?????ä¸?2ï¼?ï¼?è¾?2021å¹´å?¨å¹´æ¸?????????1.8pctï¼?å¢???è¿???å¢??¿å?¿å¤´??ç»???¿ç?导å??+?°è½¦???¨å?ºå???ç»??©å¥½æ±½è½¦?????µå?¨å??è½?????æ¶?è´¹å??级å????????????ADAS???ºè?½åº§?±æ?????????空é?´å¤§??汽车?µå????´è½¦?¶é?????????????ï¼?é¢?è®?030å¹´å??¥è?50ï¼?ï¼?è¿?ä¸?步带?¨ä???è½þ@???½æ?§å?¨ä»¶ä»·å?¼é??????????

??????èµ?建è?ï¼?é¢?æµ?????2/23/24å¹´è?¥æ?¶ä¸º14.21/18.44/23.94亿å??ï¼?å½?æ¯????©æ¶¦ä¸?.47/4.47/5.72亿å??ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?ä¸?游é??æ±?ä¸???é¢?????客æ?·æ??å±?ä¸???é¢?????产è?½é???¾ä???é¢?????å¸??ºç?äº????§å???¸ä»½é¢?æµ?失å??´ç???©è?½å??ä¸?æ»???

????????ä¿¡ã??

????�??????

???????¸å·²??1å¹´ä?å±??¨ç????模å??å¸??ºä»½é¢?并å??ç¬??ï¼?ä¸??¨å????大å????ä¸???ºä»½é¢???????å¤???800Gç­??°äº§????次å????????ä¼??¿ï?é¾?头å?°ä???????ç»?·©?ºï????¹å????è¡?ä¸??????æ­¤å?ï¼????¸å?¨æ????·è¾¾äº§ä??¾æ??ç»???å±???æ¿????·è¾¾è¡?ä¸?é«?????å±?ï¼????¸ä?为å??模å??é¾?头å???¥æ????·è¾¾äº§ä??¾ï???????¿æ??????¿æ???¾ï???????å¼??´å¤§?¿æ?????¿ç©º?´ã??

???????©é?æµ?ï¼??¨è???大é????¼å???¡æ??æ¿??±è´¹?¨å????????µï????¸ä?绩ä?è¶?é¢?????æ­¤å??ï¼???ä»??æµ?????2-24å¹´å?æ¯????©æ¶¦????¸º11.7??15.1??18.5亿å??.??????023å¹?00G??模å????????ç»??ºè´§ï¼???ä»??è°????¸ä?绩ã???¹æ???æµ?ï¼?????2-24å¹´å?æ¯????©æ¶¦????¸º11.86??15.97??19.01亿å??ï¼?对å?PE????¸º20X/15X/12Xï¼?ç»´æ????ä¹°å?¥â??è¯?çº?

????é£??©æ??示ï?ä¸?游é??æ±?ä½?é¢???ï¼??¨ç??????å½±å??è¶?é¢???ï¼?å¸??ºç?äº?é£??©ï?产å??????é£??©ï?ä¸?绩é???为é?æµ??°æ???å®???è´¢å?¡æ?°æ???以年?¥ä¸º????

????æ¶þ@»º?¡ä»½

???????©é?æµ?ä¸???èµ?建è?ï¼????¸ä?为æ??¥é??ä¿¡ç?ç»?管维é¾?头ï?å¸??ºä»½é¢?稳æ?????ï¼?é¾?头å?°ä?稳å?ºï??¿æ??ä¸??¡å??å±??ºæ????稳å?¥ã???´ç????¸ç???????¨å???客æ?·å?³ç³»??深度è¦????????¡ç?ç»???强大?????????°è?½å???¸å?ä¼??¿ï????¹æ??å±??½æ?ç½?ç»???ä¿¡æ???ç»?管维ç­?ä¸??¡å?å±?ï¼??¨æ??订å????足ï??¨å?¨å???¸æ???¥ä?å¹´æ?¶å?¥å???å¢???????è¶?è¿?30ï¼???é¢?计å????2-24å¹´å?æ¯????©æ¶¦????¸º5.0??7.0??9.9亿å??ï¼?对å?22-24å¹?7????12????8??å¸?????ï¼????³â??ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?ä¸?游é??æ±?ä½?äº?é¢???ï¼?è¡?ä¸?ç«?äº?è¶?é¢???ï¼?????å½±å??è¶?é¢???ï¼??¨å??订å??é¢?ä¸????½å?þ=??ç»?ç­¾è?????å­??¨ä?ç¡???§ã??

????ä¸??´é??è®

???????©é?æµ?ä¸???èµ?建è?ï¼?2022å¹´æ?????¸æ???¥è?è¶?????å¼????å¹´ï?????ï¼?è¿??¥å??å¸??ºç?äº???çª??ºï??¨ç??份é???????ç»?????ï¼?2ï¼??¿ä?ä¸??¡å??å¤?T??5Gè¡?ä¸?åº??¨ã??汽车?µå?ç­???å±?ï¼?????ç¬??å¢??¿æ?²çº¿ï¼?3ï¼?æ¶?è´¹è??ä¸??¡å??????æ¸?????产å??建è??????¾è?????¶å?¥å??æ¯??©ç?对é???å¢??¿ä?ä¸?ï¼?è´¹ç?¨å?????§ï?è§?模æ??åº???????ç»??¾ç?°ï?ç»??¥æ?§å?©æ¶¦??????ç»?¿«??å¢??¿ã??é¢?è®?2-24å¹´å?æ¯????©æ¶¦90??110??128亿å??ï¼?对å?22å¹?2????23å¹?0??å¸?????ï¼????³â??ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?è¿??¥å??èµ???????äº?é¢???ï¼??¨ç??????å½±å??è¶?é¢???ï¼??°ä??¡è?å±????é¢???ï¼??½é???¿æ²»??ç´?é£??©ã??

????亨é?????

???????©é?æµ?ä¸???èµ?建è?ï¼??´ä???ï¼????¸æ?¶å?¥å?©æ¶¦å¿??????¿ï???ä¿??½æ????¥æ??°ã??1ï¼?????ä¿¡è??¥æ????¨æ??ï¼?ä»·æ?¼å????ä¸?绩弹?§å?????2ï¼????¸ä?为海ç¼?海工头é?¨å????ä¹?ä¸?ï¼???å°?????????äº?æµ·é?è¡?ä¸?å¿?????å±?ï¼??¨æ??订å????è£?ï¼????¶æ?????·å?ä¼??¿ï?äº???é«???ç¼???¥½ç«?äº??¼å?ï¼??´ä?ä¸??¡æ???¿æ?§å¼º??3ï¼?æµ·æ???ä¿¡ä??¡æ???¥æ??è¿??¥æµ·åº???ç¼??´æ?¿å?¨æ??ï¼??¶è´­??为海æ´?????ç«?äº?????4ï¼??½ç?大å???¨å?¨ç?¹é???建è?ï¼????¸å???¹é???å¸??ºæ??å±????????????©è?½å??????ä»??计å????2-24å¹´å???©æ¶¦ä¸?0亿ã??29亿ã??35亿å??ï¼?对å?22-24å¹?Eä¸?0/14/11.5??ï¼?ç»´æ????ä¹°å?¥â??è¯?级ï?

????é£??©æ??示ï?è¡?ä¸?ç«?äº?æ¿???å½±å?????©è?½å??ï¼?æµ·ä?é£??µé¡¹???¨è?è¿?å±?ä½?äº?é¢???ï¼?????ä¿¡é??è´?»·?¼å???½ï?ä¸?游å??????涨价影å????

??????计ç??ºã??

?????¿äº®ç§???

????????022å¹´ä?绩é?????å¸?ï¼?é¢?计å?¨å¹´å®??°å?æ¯????©æ¶¦2,100ä¸???~3,150ä¸???ï¼???æ¯?ä¸???75.03ï¼?~83.35ï¼?ï¼?主è??±ä?22å¹´ç????å½±å??ï¼?项ç????½ä?éª??¶å»¶è¿?导è?´ã??å±???23å¹?1ï¼?????è¶?ç¼?ï¼?项ç???常交ä»????????ï¼?22å¹´é??延æ?¶å?¥ä?23年确认ä?æ¯??©ç????????????????22å¹´å???¸å??????ç­???ç´?å½±å??å¸þ=?¥ç???????å­?è´§å????ï¼??¹æ?????¸ä?绩é???ä¸?è°?????2å¹´è?¥ä??¶å?¥ä?å½?æ¯????©æ¶¦??é¢?计å????2-24å¹´å???¸è?¥ä??¶å?¥ä¸º18.86/24.52/33.11亿å??ï¼????¼ä¸º21.22/27.59/37.25亿å??ï¼?ï¼?å½?å±?ä¸?å¸????¸å???©æ¶¦ä¸?.24/2.45/3.58亿å??ï¼????¼ä¸º1.08/2.40/3.52亿å??ï¼?ï¼?对å?å½???å¸???/Eä¸?81.68/37.42/25.60X??ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï??¶è?ITè¡?ä¸?å¢???ä½?äº?é¢???ï¼????¸ä??¡å???ä¸???é¢???ï¼???????å¤?é£??©ï?æµ·å?å¸??ºæ?¿ç?é£??©ï?ä¸?绩é???????æ­¥æ?ç®?ç»???ï¼??·ä?è´¢å?¡æ?°æ??»¥???¸æ???²ç??å¹´æ?¥ä¸º????

????�???

???????¸å?¨æ??订å????æ²?ï¼?éª?è¯?è¡?ä¸????åºþ=??ç»???好ã?????³ä?季度??????¸ä¿¡?????????¡æ?¿å???¨æ?§è?????é¢?ä¸?8.45亿å??ï¼???æ¯?å¢???2.69ï¼???????T????ºº??ç´??å¢???1179人ï?éª?è¯???ç»???¡å??å±???好ã??????????ä¿¡å????ç»??¨è?ï¼??°å?人æ?å¸?åº??¨å?ºæ????????以å?????¸è?产ç???ç³»ç?ç­?产å????ç»??¨å¹¿ï¼???ä»??¤æ???游å????¸æ??ä¾???è½?»¶???¡é??æ±??????åºþ=????è¿?ä¸?æ­¥æ??????

???????©é?æµ?ä¸???èµ?建è?ï¼??????°é????ITè¡?ä¸?é«????åºþ=????延续ï¼?ä¸????¸ä¸ºè¯¥é???é¾?头å???¸ä?ä¸?ï¼?ç»´æ??ä¹°å?¥è?级ã??ä½?????ä»?å¹´ç????ç­???ç´?对项??º¤ä»???å½±å??ï¼???ä»??è°?é¢?æµ?ï¼?é¢?计å????022~2024å¹´ç???¥æ??9.09/50.82/65.56亿å??ï¼???é¢?æµ?40.01/52.01/67.10亿å??ï¼?ï¼?对å?å½?æ¯????©æ¶¦2.95/4.12/5.90亿å??ï¼???é¢?æµ?3.80/5.08/6.25亿å??ï¼?ï¼?ç»´æ??ä¹°å?¥è?级ã??

????é£??©æ??示ï?å®?è§?ç»?æµ?ä¸??¿ç?é£??©ï?人å?????????é£??©ï?ç«?äº????????é£??©ã??

???????????§æ???

??????å¹³é?ç§?

???????¸ç??ç±³å??ç§?å®???强å?²ï????¸è????808????å¹?06ä½???2020å¹´ç??ç±³æ?¨å¹¿?¢ç§¯????ï¼?2020å¹´ï???2023å¹???ï¼????¸ä??þ?¸°ç§?ä¸?ç­¾è??????¥å??ä½?æ¡??¶å??è®???ï¼?强强????ï¼???????å±????¸å?¨ä????°å?ºç??ç§?å­?ä¸??¡ã??

???????©é?æµ?ï¼???ä»??è®?022??23??24å¹´å???¸å??°è?¥ä??¶å??7.42??45.69??55.81亿ï???å¢?6.81ï¼???22.09ï¼???22.16ï¼?ï¼?å®??°å?æ¯????©æ¶¦-7.76??3.37??6.17亿ã?????¸ä?ç»?ç§?ä¸??ºç???å®?ï¼?è½??ºå???????¨æ???¥å?????¾é??ï¼????¨å???¨ä¼°?¼ï?????024å¹´ç????å¸???78亿å??ï¼?对å?????ä»?9??ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï??¿ç????¨é??©ã?????¶ç?¾å????????é£??©ã???°å??ç§????????¨å¹¿é£??©ã??å¸??ºé??©ã??è·¨å??ºé??????????¸é??©ã??

??????建ç?建æ????

??????å·?è·?¡¥

???????????¸è???饱满ï¼??¿å±±?¨å?é½?????°è?½æ?ä¸??¡å?å±?顺å?©ã????ä»??为å???¸å·¥ç¨?ä¸??¡è?模æ????ä¿???稳å?å¢??¿ï??©æ¶¦??????ç»?????管ç?????????ºè?½å???½å·¥ï¼??°è?½æ????¿äº§èµ?æº?????è´¡ç???©æ¶¦å¼¹æ?§ï?é«???红水平å??????ç»´æ??ï¼??¹æ???绩é?å¢?????ä¸?è°?22-24å¹´å?æ¯????©æ¶¦112/140/168亿å??ï¼?????5/111/136亿å??ï¼?ï¼??¥å???????????3å¹?indä¸??´é???å¹³å??PEä¸?.97xï¼?ç»?äº?????3å¹?xPEæ°´å¹³ï¼?对å?????ä»?5.75??ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?å®?å¢?交æ??ï¼??¶è´­?´å??ç­?å­??¨æ??????ä¸??????æ¶?é£??©ï??ºå»º???ä¸???é¢???ï¼??¿å±±??产ä???é¢???ï¼?ä¸?绩é?æµ?ä¸?å®???ä¸?绩å??¨è?大å??å·???°è?½æ?ä¸??¡æ??å±?ä¸???é¢???ï¼?ä¸?绩é????°æ???为å??æ­¥æ?¸ç??°æ????·ä???è´¢å?¡æ?°æ??»¥???¸æ?å¼????²ç??ç»?审è?????2022å¹´å¹´?¥ä¸º??ç­???

????鸿路?¢æ??

????å½??????¸å????äº?ä¸?游é??æ±?好转??????ç¼?解ï???ç»??¢å?正常??产ç??¥å??????追å??????????å½±å??ï¼?æ­¤å?????¸å????产è?½æ?©å?计å??ï¼?è¿?ä¸?æ­¥æ??å¼????¿å¤©?±æ?¿ï???ä»??è®?2-24å¹´å?æ¯????©æ¶¦ä¸?2.5/16.5/20.6亿å??ï¼????????????3å¹?5.08??å¹³å??PEï¼??????°å???¸æ?ºè?½å??è½?????é«?ç«???é¾?头æ???¿å????ï¼?认å???äº?????3å¹?0??PEï¼?????ä»?7.80??ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï???»·??ç»??è¡?对å?©æ¶¦å½±å??è¶?é¢???ï¼????¸äº§?½å?©ç?¨ç????????åºþ????é¢???ï¼?è¡?ä¸??°å?ä¾?ç»???è¶?é¢?????

??????å¨?丽è??

????22Q1-3???¸æ??©ç??23.4ï¼?ï¼???æ¯?-8.44pctï¼??¶ä¸­Q3æ¯??©ç??ä¸?7.08ï¼?ï¼????+4.83pctï¼???æ¯?-3.03pctï¼???º«?????§è´¹??åº??¾ç?°ï??¿å?天ç?¶æ???????ä¹?对å?©æ¶¦????ç§???å½±å????22Q1-3???¸æ???´è´¹?¨ç??è¾?为稳å®?ï¼???ä¸?季度???´è´¹?¨ç??ä¸?0.25ï¼?ï¼???æ¯?+0.26pct??22Q1-3????FO??é¢?ä¸?.65亿å??ï¼???æ¯?å¤?æµ???.98亿å??ï¼?表ç?°æ???¾å¥½äº??»å¹´????æ°´å¹³ï¼???ä¸?季度?¹å???¾è???????¸å??ä¸?季度?¶ç?°æ?ä¸?11.90ï¼?ï¼???æ¯?+20.23pctï¼?ä»??°æ?ä¸?02.36ï¼?ï¼???æ¯?+1.01pctï¼???ä»??为å???¸ä?季度计æ??èµ?产å???¼å??ï¼???ç»?????大é???è´þB??©ç?¸å?è¾?ä½???

?????????°å???è¡?ä¸?ä»?è¾?为å?°é?¾ï??¹æ?????°ç??ä¸?绩ï???ä»??è°????©é?æµ?ï¼???ä»??è®?2-24å¹´ç??å½?æ¯????©æ¶¦-2.2/5/7.3亿å??ï¼?????/6.45/9.7亿å??ï¼?ï¼???ä»??为å???ç»???ä¸??¡æ?¶å?¥ç??????¿å??¿æ?´å¥½ä½??°ä????¸ç??æ¸????½å??ï¼????²è?åºþ>?????¸ç???©å¼¹?§å???ï¼?ä¸??¿æ????好å????/C??è½?©±???ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?æ¿???ç«?äº?产å????ä»·å?åºþA?é¢???ï¼??°äº§ä¸?游å??款ä???é¢???ï¼???????ä¸?涨è?é¢?????

????��???

???????°å»º?¿é??æ±?大å?ä¸?æ»?å½±å??ï¼?????2å¹´æ?¶å?¥é??å¹?è¾?大ï?????季度以æ?¥å?°äº§?¿ç?ä¸???????ï¼??¿ç?????????3å¹´é??æ­¥æ?¾ç?°ï?对æ?°å»ºç«£å·¥??æ±?å°???ä¸?å®???????????ä»??为å???¸æ?¶å?¥å??¿æ????è¾?好æ?¢å???ä¸??¿æ????ï¼?æ¶???ä»????费建??é»???èµ???ï¼??§æ?¹ã??äº????¿ç?????????å­?????æ±???æ¸?å´?èµ·ï????¸æ????ä¾???æ¸??????©ä???????å¸?????ï¼?ä»??·å?è¾?好ç?????¿å?ºç???ç»´æ??22-24å¹´å?æ¯????©æ¶¦1.05/3.1/4.2亿å??ï¼???????????¸ï?ç»?äº?????3å¹?5x????PEï¼?????ä»?7.75??ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?æ¸?????å±?ä¸???é¢???ï¼???????ä»·æ?¼å¤§å¹?ä¸?æ¶??è¡?ä¸?ç«?äº????§ï?ä¸?绩é???ä»?为å??æ­¥æ?ç®?ç»???ï¼??·ä??°æ??»¥æ­£å???å¸???22å¹´å¹´?¥ä¸º????

????å±±ä????

????继续???¹æ?¨è??å±±ä????»ï???å£?????å¼¹æ?§ï?深度????产ä????©ã????????ç»??¨è?注å????¾é??ï¼?ä¸?¡¼ç¡????¨ç?»ç??æ¸???????å¥???å¿??ä¸????¿ç©º?´å¹¿????å±±ä????»ä?为è???¨ç?»ç???????¸å?èµ?产ï?ä¸?头é?¨è?????ä½?稳å?ºæ??ç²??§ï?深度????产ä????©ï?主è??ºä?ï¼?1ï¼????¸æ???¿ä¸ºæ¨¡å?¶ç?¶é?头ç??ç»???éª?è¯?管ç??å±?ä¼?å¼???ç»??¥è?½å??ï¼???è§????????????空é?´æ????ç»?¤¯å®?ç«?äº???并æ???????©é?§æ?§ï?2ï¼?大å????ä¸?¡¼ç¡?模å?¶ç?¶é????é«?å¢?????è¾?好æ??ç»??§ï???驱å?¨å???¸äº§??ç»?????ç»?????????©è?½å????ç»???????è¾???è¡?ç«?äº?ä¼??¿æ??ç»?¼º??ï¼?3ï¼???????ä»·æ?¼ä¸­?¢å??ç»???è¾¹é?????½ï???好å???¸ä?ç»?产å???©æ¶¦????æ­¥å??å½??????¶å???¸ä¼°?¼å?äº????²ä¸­?¢å??ä½?ä½?ç½?????©å?空é?´ï?建è???è§?å±±ä????»æ??èµ?ä»·å?¼ã??

????é£??©æ??示ï?????³¢???ä¸??´æ?§è?ä»·æ??????è¿?åºþ??äº?é¢???ï¼?å¤?è´¸ç????¶å??ç­???

???????ºæ???

??????���

????ç§?????宽ä??¡çº¿+?©å»ºå®?éª?室ï??©å??ä¸?绩å??°ç¨³å¢??¿ï????¸ç§¯????宽ä?游å??¨é??????´ï???ä½??°è?½æ?汽车ç­??¸å?³è?ä¸?å¿?????å±????ºä?ï¼?è¿?ä¸?æ­¥æ??å±?è¯?éª??¨ç±»ï¼???强å??ºå?????åºþ

???????©é?æµ?ï¼?综å?????????????¶æ??å¸??ºé??æ±??¢å??????¸ä?游å??¨é?????宽以??å­????¸é??ç»????¾äº§?½ç???ç´?ï¼???ä»??è°????©é?æµ?ï¼?é¢?计å????2-24å¹´å???©æ¶¦????¸º2.67亿å??ï¼?????.63亿å??ï¼???3.85亿å??ï¼?????.69亿å??ï¼???5.10亿å??ï¼?????.98亿å??ï¼?ï¼?对å?PE????¸º48.70??33.84??25.56Xï¼???ç»????¹æ?¨è??ï¼?ç»´æ????ä¹°å?¥â??è¯?级ï?

????é£??©æ??示ï?è¡?ä¸???å±??¿ç?é£??©ï?å¸??ºç?äº?é£??©ï????????????涨é??©ï?ä¸??¡è?模ä????©å?导è?´ç??管ç??é£??©ç???

???????½é?²å??å·¥ã??

????æ¹??µè?¡ä»½

???????©é?æµ?ä¸?è¯?级ï?综ä???è¿°ï????¸ä¸º???°å???°è´¨???µç?è£?å¤?é¾?头ä?ä¸?ï¼???ç»????þ=?¸å?主ä?ï¼?????ä¸??¡æ??è¿??¥æ?¾è???¾é???¶æ?ï¼????¶æ?°å???¨è?½å??å±??????????ºç?设æ?½æ??èµ?å¤?????å°??¨å?¨æ???ä¸??¡æ??ç»???¿ã????ä»??è®?022-23å¹´è?¥ä??¶å?¥ä¸º48.65/69.55亿å??ï¼??¤æ?????¸å??æ°???ä¸??¡æ??å°?è¿??¥æ?¾è???¾é??ï¼???æ­¤ä?è°?24å¹´è?¥æ?¶é???ä»?92.75亿å????02.40亿å??ï¼??±ä????¸ç???©æ°´å¹³æ?¹å??è¶??¿æ???¾ï?23-24å¹´å?æ¯????©æ¶¦??.9/6.94亿å??ä¸?è°???.13/8.50亿å??ï¼?22-24å¹´å?åº?PEä¸?12.90??56.25??33.96xï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?å®?è§?æµ??¨æ?§é??©ï?å®?å¢?è¿?å±?ä¸???é¢???ï¼?ä¸??¡æ??å±?ä¸???é¢???ï¼?产å????æ±?æ³¢å?¨é??©ç???

???????�??

???????©é?æµ?ä¸?è¯?级ï???ä»??为ï????¸ä¸»?¥ä??¡å?????äº?????äº????´æ??????©ºè£?å¤?????????è£?ä¸???级æ??»£ï¼????¥ä?å¹´æ????ä¿???é«???å¢??¿ï????¶é?????½äº§å¤§é??ºé¡¹?????½å?°ä»¥??å¢?å¤????¨è??©ºå¸??ºå??????å½±å????è½»ï????¸å?¨å???¨æ?¹å???????»ä»¶ç­?ä¸??¡æ????å®??°è·¨è¶?å¼??¾é?????±ä?è¿??????¸æ?¥è??¨å?ºè?¡æ??æ¿??±è???ï¼?产ç??ä¸?å®???????è´¹ç?????ä»?????¸å??022-2024å¹´ç??é¢?æµ?å½?æ¯????©æ¶¦??.06/3.03/4.00亿å??è°??´ä¸º1.62/2.63/4.17亿å??ï¼?对å?P/Eä¸?3.37/38.94/24.61xï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?????ä¸??¡æ³¢?¨ç??é£??©ï???????ä¾?åº???é£??©ï?????项ç???å±????¶ç??ä¸?è¾¾é?????é£??©ç???

??????交é??è¿?è¾???

??????山港

????æ²³å????æ¸??£æ?´å??å¿????¨è?ï¼?èµ?产æ?´å??å±??¢å??¨è?大æ?????2021å¹´ï???山港ï¼?ä¸?å¸????¸ï??£æ??è´§å??????????山港ï¼??¨æ¸¯??ï¼??£æ??è´§å????????28ï¼?ï¼?æ¸?????è¿???大é????头æ???å¸???2022å¹???æ²³å??æ¸??£é???¢é?´æ?¥æ?¶è´­??山港ï¼?ä¸?å¸????¸ï?44.88ï¼??¡æ????ï¼??¿è?5å¹´å????è¿?èµ?产é??ç»???èµ?产置? ¬???¡æ??ç½?? ¬??ä¸??¡è??´ã??å§???管ç??ç­?å¤?ç§????½æ???´å???¹å?稳妥?¨è??¸å?³ä??¡æ?´å??ï¼?以解?³å??ä¸?ç«?äº??????

????ä¸?è°?2023-24å¹´ç???©é?æµ?ï¼???????022H1??????ä¸?æ»?ï¼?2023å¹´å????????????????è´¹ç??????ä¸?æ¶??è°???022-24å¹´é?æµ?å½?æ¯????©æ¶¦??8.85??20.84??22.34亿å??ï¼???é¢?æµ?20.93??20.63??20.82亿å??ï¼?ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï??????产è?严ï??¿å?°äº§???ºå»º??èµ?ä¸?æ»?ï¼?æ¸??£é??è´¹æ?¿ç??ºå?°ï???红æ?ä¾?ä¸???ï¼?æ¸??£è?产æ?´å??ä½?äº?é¢?????

?????þB?¨å?½è´¸

?????þB?¨å?½è´¸?????©æ??????ç»???¿ï?ä¼°å?¼æ????ä¿?????þB?¨å?½è´¸?¥ç??¿å?°äº§ä¸??¡å??ï¼?大å?ä¾?åº??¾ä??¡æ??ç»???¿æ????å¸þ@?¨æ?´ä????©å??¿ã???þB?¨å?½è´¸??PE??PB?¨ä¸»è¦?ä¾?åº??¾å???¸ä¸­è¾?ä½?ï¼?PB??ä½??°å?äº????²è?ä½?ä½?ç½????þB?¨å?½è´¸2021å¹´ç???¡æ????ä¸?.6ï¼?ï¼??¨äº¤è¿?è¡?ä¸?ä½?å±?????ï¼?å¦?????红æ?ä¾?è¾¾å??0ï¼?ï¼??£ä??¡æ????????è¶?è¿?10ï¼???

???????©é?æµ?ä¸?ä¼°å?¼ï?ç«?äº?ä¼??¿æ????å¸þ@?¨ä?åº??¾ä??¡æ??ç»???¿ï?é¢?è®?022-24å¹´æ?¶å?¥å???13.3ï¼???22.2ï¼???19.9ï¼?ï¼?å½?æ¯????©æ¶¦å¢???0.1ï¼???3.2ï¼???19.9ï¼?ï¼??¹æ??DMä¼°å?¼æ??????????023å¹?indä¸??´é???å¹³å??PEï¼???两è??ç»?????å¹³å???¼ï?ç»?äº?????ä»?1.21????é¦?次è???ï¼?ç»?äº???ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?大å?????æ¶?è´¹é??æ±???å°?é£??©ï?大å?????ä»·æ?¼ä?è·?é£??©ï?åº??¶æ???è´þ@???é£??©ï?æ±??????©ç??æ³¢å?¨é??©ã??

???????µå??设å?ä¸??°è?½æ???

????�祺�份

?????????¥ç??ï¼?ä¹?祺ä?巨大?ºæ???ç­??¥è?为æ?¥è?ï¼???对ä???å¸??ºã??人群???¨å???????å±?ç­??¥ã????DM?¹é???ä¹?祺ä?ç§?´¯æ·±å??ï¼?ODM????????????????为ä?祺å??å±?????å¼???ï¼??µè?è½þ???????¾è??å¢????©æ¶¦æ°´å¹³??

???????©é?æµ?ä¸?ä¼°å?¼ï???好ä?祺å??ç±»æ?©å???å¸?å±??°æ?????????????æ¯?ä¾?????????2025å¹´ï???ä»??计ä?祺ç?µè?è½þB????????è¾¾å??50-200ä¸?è¾?ï¼?è´¡ç?????©æ¶¦3亿å??ï¼?ä¸??¿æ?????¿ç©º?´å¹¿????é¢?è®?1??22å¹´å?æ¯????©æ¶¦2.1??3亿å????ç»?äº?2022å¹?E45Xï¼?对å??¡ä»·69.6??ï¼?é¦?次è???ï¼?ç»?äº???ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?????????å¼???ä¸???é¢????????è½þA?ä¸???æ±?大å?ä¸?????æµ·è?è´¹ç?¨ç»´??é«?ä½???è´¸æ???©æ?þ:??产å??????ä¸???é¢???ç­???

??????�??�????

??????åº??¤é??

?????¿æ???¥ç??ï¼?è¡?ä¸?é«?ç«???è¿?ç¨???ç»?¨³å®?????ï¼?ä¼´é??????å½¢å?¿è½¬å¥½ï?æ¶?è´¹å?ºæ??????????????¸æ????¹é?©æ??ç»??¨è?ï¼???ä»??为æ?¹é?©æ???©ä???å¿????¸æ???ç²¾è??ç»?????产å???©é?µç????§æ????ï¼????©ä???强å???¸ç???ºä??´å??????ä½?ï¼?为é?ç«?º§????ç»?????ä¿?驾æ?¤è???ä¸?3å¹´é?ç«???ç«?äº?å¥?å®??ºç?³ã????????ä»·æ??????ç»??½å?°ä?导ï??????????????é¢?????对å?²ï????????¸ç?ç»?ç»???ä¼?????ç»??¨è?ï¼?2023å¹´ç???©è?½å??????ç»´æ??稳å??¿å¤´??

???????©é?æµ?ï¼?é¢?计å????023-2024å¹´å??°è?¥æ??60.9/178.4亿å??ï¼???æ¯?å¢?14.7ï¼?/10.8ï¼?ï¼?å®??°å?æ¯????©æ¶¦16.1/19.0亿å??ï¼???æ¯?å¢?27.4ï¼?/+18.3ï¼?ï¼?EPSä¸?.3/3.9??ï¼?建è?ç§????³æ³¨ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï???????ä»·æ?¼æ³¢?¨ã??é«?ç«???ºç?äº????§ã???????¢å?ä¸???é¢???ç­?é£??©ã??ä¸?绩快?¥ä?为å??æ­¥æ?ç®?ç»???ï¼??·ä??°æ??»¥???¸å???22å¹´å¹´?¥ä¸º????

??????å²??¤é??

???????¸å??å¸?2022å¹´ä?å­£æ?¥ï?22Q1-Q3å®??°è?¥ä??¶å??91.10亿å??ï¼???æ¯?å¢???.73ï¼?ï¼?å®??°å?æ¯????©æ¶¦42.67亿å??ï¼???æ¯?å¢???8.17ï¼????¶ä¸­ï¼?22Q3å®??°è?¥ä??¶å??8.37亿å??ï¼???æ¯?å¢???6.00ï¼?ï¼?å®??°å?æ¯????©æ¶¦14.15亿å??ï¼???æ¯?å¢???8.37ï¼???

???????©é?æµ?ï¼??±ä????¸ç???©è?½å????ç»??¹å??ï¼?é¢?计å????022-2024å¹´å??°è?¥ä??¶å??31.6/355.5/380.2亿å??ï¼???æ¯?+9.9ï¼?/+7.2ï¼?/+6.9ï¼?ï¼?å½?æ¯????©æ¶¦34.5/43.3/52.1亿å??ï¼???æ¯?+9.4ï¼?/+25.5ï¼?/+20.3ï¼?ï¼?EPS????¸º2.5/3.2/3.8??ï¼?å½????¡ä»·å¯¹å?PE????¸º33.4/26.6/22.1??ï¼?ç»´æ?????¸â??ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï???????å¤???é«?ç«???ºç?äº????§ã??????³¢?¨é??©ã??

??????鬼é??

??????èµ?建è?ï¼?????ä¸????¸ç¨³??稳æ??å¤???ºç?ï¼?????é«?è´¹ç?¨æ???¥å?å¸??ºç???¹è?²æ?????¾ç?°ï?????????é¢??¿ç??ºå?°ç???管ç??å±?å¢???计å??????å¸?ï¼?????ä½??°å???¸æ?¨è?ç»??????ºå??æ·±è?????³å?以å??ä¸??¿æ??ä¸?绩信å¿??????¸å?·å?è¾?好ç??????????æ¸?????ï¼?ç§?????å±???å¤?å¸??ºã??å¼????°å??æ¸???ï¼?å®??½å?¨å?½æ???¥å?å±?ï¼????????¸ç????ç»????ï¼???ä»???ç»???好å???¸æ???¥é?¿æ????å±?????ä»??计å????2-24å¹´å??°è?¥ä??¶å??1/67/85亿å??ï¼?å½?æ¯????©æ¶¦14/20/26亿å??ï¼?ç»´æ?????¸â??ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?å®?è§?ç»?æµ?ä¸?æ»?ï¼?é£???å®??¨é??©ï?å¸??ºæ?©å?ä¸?è¾¾é???ï¼?ç«?????大å??ºæ???¥å???§ç?äº?ï¼???????å¤?å½±å??æ¶?è´¹ã??å¢???计å??å®??½ç??ä¸?ç¡???§é??©ç???

????顺é????ä¸?

???????¸å??å¸?2022年度ä¸?绩é?????2022å¹´å???¸è?¥ä??¶å?¥é?计å???11.90-121.90亿å??ï¼?????18ï¼?-25ï¼?ï¼?å½?æ¯????©æ¶¦é¢?计å??°ä???5.2-6.8亿å??ï¼?????608ï¼?-765ï¼?ï¼??£é??å½?æ¯????©æ¶¦é¢?计å??°ä???5.18-6.78亿å??ï¼?????599ï¼?-753ï¼???

????????????å¤????ºå???¿å?°äº§ç«?äº???大ã??ä»·æ?¼ä???????¶å??????æ³¢å?¨è?大ç??å½±å??ï¼??ºä?è°¨æ???§å????ï¼????¸æ??大å?计æ??èµ?产å???¼å??å¤?ï¼?对å?©æ¶¦äº§ç??äº???大影???????¶å????????å¤???å½±å??ï¼????¸ç?½é??æ¶?è´¹å?ºæ????å°?ï¼?????ä¸???ï¼??½é??ä¸??¡æ?¶å?¥æ????ä¸?æ»?ï¼?????ä¸??¡å??è¡?ä¸???å¸??ºå½±???¶å?¥ä?????ä¸???????èµ?建è?ï¼????¸ç??ç»??¸å¤§?????½ç??äº????ä¸?ä¸??线å???¶é????????????ï¼??????½é???°å?½æ???¿ç????½å?°ï????¸ä??¨ç§¯???????????????¿â??ç­??°å??ï¼?å¸?å±?çº?²®???¶é??ï¼?为å???¸å¸¦?¥å?¨æ?°å??¿ç?¹ã????ä»??计å????023-2024å¹´å?æ¯????©æ¶¦????¸º7.13/11.03亿å??ï¼?对å?PEä¸?9x/19x??ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?é£???å®??¨é??©ã?????¸ç??¥é??©ã??å®?è§?ç»?æµ?é£??©ã??ä¸?绩é???????æ­¥æ?ç®?ç»???ï¼??·ä?è´¢å?¡æ?°æ??»¥???¸æ???²ç??å¹´æ?¥ä¸º????

??????家ç?¨ç?µå?¨ã??

?????¼å???µå?

??????èµ?建è?ï¼????¸ä?为空è°?é¢???é¾?头ä?ä¸?ï¼??¨ç??å¤?+?????è¡??¨æ??å½±å??ä¸?ï¼??¥æ?¶ä?绩å??¿å??好ï?èµ?产è??ºè¡¨è´¨é??è¿?ä¸?æ­¥æ????ï¼?è¿????¥ç?????¸æ?¶è´­?¶é??+?¾å???æ­¥æ??å¼?å¤?????å¸?å±?ï¼???ç»???¿å???????¹æ???å­£æ?¥æ???µï???ä»??è°????¸å?¨å¹´?¶å?¥å?????æ¯??©ç??æ°´å¹³ï¼?é¢?计å????2/23/24å¹´å?æ¯????©å????¸º261/273/288亿å??ï¼?22-24å¹´å???¼å????¸º235/243/258亿å??ï¼?ï¼?对å?PE6.4/6.1/5.8xï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?å®?è§?ç»?æµ?å¢????¾ç????¿å?°äº§?¢å?ä¸???é¢???????????ä»·æ?¼æ³¢?¨é??©ã??

????æµ·å??ºå?

??????èµ?建è?ï¼?æµ·å?ä½?为å?¨ç???§å??µé???????ï¼??¨å?è§?????¿å??ä¸??½å???°å???è½?????????é«?ç«???å¸?å±?????????æ­¥é???¾ï?æµ·å?å®??°äº§??ç»?????ä¾?åº??¾ã????产æ????ä¼???ï¼?????å¸þ@?¨è??¥æ????ä¸????©è?½å?????????????¶ï????¸ç?©è??ç½??ºæ?§å?åº????¥è½¬??????ï¼?????é«?ç«???+?ºæ????è¿??¥æ?¶è?·æ??ï¼??´ä???å±??»è?æ¸??°ã??é¢?计å????2-24å¹´å?æ¯????©æ¶¦153/177/204亿å??ï¼?????51/173/199亿å??ï¼?????3????????????¸æ?¾ï???å°?å¹?è°???é¢???ï¼?ï¼?å½????¡ä»·å¯¹å?22-24å¹?3X/11X/10XPEï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï???????ä»·æ?¼ä?涨ç??é£??©ï??¿å?°äº§å¸??ºæ³¢?¨ç??é£??©ï?å¸??ºç?äº????§ç??é£??©ï?æµ·å?????????ç±»æ??å±?ä¸???é¢?????

????å°????µå?

??????èµ?建è?ï¼???ç±»æ?¹é??????¸ä?ç»?ä¼??¿å??类表?°è?好ï??°å?´å??ç±»å???äº??¼ï?æ¸???ç«?????¸ç§¯??ç»??¥æ???³æ???ï¼???交è?模ä?????????©æ¶¦?¹é??????¸é??è¿?ä¼???产å??ç»????????´ä?æ¯??©ç??æ°´å¹³ï¼??¹æ?????¸å¿«?¥ç?????µï?ç»´æ??????022-2024å¹´å?æ¯????©æ¶¦æµ?ç®?ï¼?????¸º3.7/4.5/5.1亿å??ï¼?对å??¨æ??ä¼°å?¼å????¸º28.3x/23.4x/20.6x????ä»???好å???¸ç???¿æ????å±?ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?产å?????????é¢???ï¼?æ¸???å¼???ä¸???é¢???ï¼???????ä»·æ?¼ä?涨ç??é£??©ï?å¸??ºç?äº????§ç??é£??©ï?ä¸?绩快?¥ä?为å??æ­¥æ?ç®?ç»???ï¼??·ä??°æ??»¥???¸æ?å¼???å¸???22å¹´å¹´?¥ä¸º????

??????轻工纺ç???

????鸿å??ç§???

???????¸å?©ç?¨å??沿å?¶é??????»¥?????¨å?????????????°å???ç­?èµ?æº??´å??ï¼??¨å?¨â???¶é?????????ºé????è½???ï¼?使æ????????ä¸?å·¥è?ºè?计è??¥æ?´å??ç´§å?????对æ?§æ?´å¼ºï¼?对产??è´¨é??稳å??§ã??ä¸??´æ?§ç???§å?¶å?强ï?使产????产å??交货?´å?·ä?????

????è°??´ç???©é?æµ?ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã?????¸ä?为å?½å?????²ä¿¡??????é¢???ä¼?ä¸?ï¼????þ=???²ç???主ä?ï¼??¨è???ä¸??¸ä¸¤ç¿¼â????????å±????????°å???¸å??å¸?ä¸?绩é???ï¼?è°??´ç???©é?æµ?????ä»??计å????022-24å¹´æ?¶å?¥å????¸º48.3??60.2??71.4亿ï?å½?æ¯????©æ¶¦????¸º4.4??5.5??6.8亿ï????¼å????¸º4.2??5.2??6.2亿ï?ï¼?对å?EPS????¸º1.87??2.35??2.89??/?¡ï????¼å????¸º1.80??2.21??2.67??/?¡ï???

????é£??©æ??示ï?è¡?ä¸??¿ç?é£??©ï????²æ???¡ä??¡å?å±?ä¸???é¢???é£??©ï????????°é??©ï???????ä»·æ?¼æ³¢?¨é??©ï?å¢?å¤?ç»??¥é??©ã??

????æ¯??³å???

????å¸??ºæ??ç»??¢è?æ¯??³ä¸ºä½?å¸?å±?ä¸???线å??å¸??????¾è??ï¼???ä»??为æ?¸å?å·?????¨ä?ä¸???维度??å¸?æ¶?è´¹ç?¹ç?¹ä??????´ï?å½?ä¸???è£??©å·²???±è????ä¿???ç­??ºç?ç©¿ç??å±??§ï??´å?å±??°ç??æ´»æ?¹å?ä¸?æ¶?è´¹å?¾å??ï¼?????è°??§æ???´å????????认å??/??å±?å½?å±?????æ­¥æ?¾ç?°ã??

????è°??´ç???©é?æµ?ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã?????¸æ??ç»?·©?ºå·®å¼???å®?ä½?ä¼??¿ï?é¢?è·?è¿??¨ä??²å????å¸??ºï?注é??æ¸???é«?è´¨é??å¢??¿ï????þ=?¸å?客群????????022Q4??????å½±å??ï¼?è°??´ç???©é?æµ?????ä»??计å????022-2024å¹´è?¥æ?¶å????¸º32.7/39.4/47.2亿å??ï¼????¼å????¸º32.7/39.4/47.1亿ï?ï¼?å½?æ¯????©æ¶¦????¸º7.3/9.5/12.3亿å??ï¼????¼å????¸º8.0/10.0/12.1亿å??ï¼?ï¼?EPS????¸º1.28/1.66/2.15??/?¡ï????¼å????¸º1.40/1.76/2.12??/?¡ï?ï¼?PE????¸º23.4/18.1/14.0x??

????é£??©æ??示ï???åº???åºþ????é¢???ï¼?åº???æ°´å¹³å¢??¿ä???é¢???ï¼?人工费ç?¨å?????¿ã??ä»??¨ç?©æ?è°???è´¹ç?¨å??¿ï??½é??è¿??¨å????ç«?äº?å½±å??ç­???

????ç®???家å?

???????¸æ???½å??è¾??©è??¥é?¶ç?·å??µ´è¡?ä¸???ä¼?ä¸?ä¹?ä¸?ï¼?ç»?è¿?å¤?å¹´å??å±?å·²æ??为å?½å???¶ç?·å??µ´å¤´é?¨ä?ä¸?ï¼??¨å?½å??å¸??ºæ?¥æ??è¾?é«???å¸??ºå??????????¥½??????ç¾?èª?åºþ:?????¸æ??ä¸???ç®???ARROW????æ³??©è??FAENZA????å®???ANNWA???????¥å??åºþA?é«?ï¼?å¤?次è?è¯?为中?½å??大å??µ´????????大ç?·ç??????ï¼?产å??å¤?次è?·å?½é??å¥?项ã??

????é¦?次è???ï¼?ç»?äº???ä¹°å?¥â??è¯?级ã?????¸æ·±???????¶ç?·é???ï¼??¨å?å±?è¡?ä¸?产å??线ä???¸°å¯?ï¼???ä»??计å????2-24å¹´æ?¶å?¥å????¸º103??128??160亿å??ï¼?å½?æ¯????©å????¸º7.1??8.9??11.2亿å??ï¼?对å?EPS????¸º0.74??0.92??1.16??/?¡ï?????????¸ä¼°?¼ï????¶è???????¸ä?为å?½å????µ´é¢???ä¼?ä¸?ï¼??·å?ä¼°å?¼ä??¿å??????æº?»·ï¼???ä»??äº?????3å¹´å????ä¼°å?¼å?ºé??9.6-22.0??PEï¼?对å?????ä»·æ?¼å?ºé?´ä¸º18.0-20.2??/?¡ã??

????é£??©æ??示ï?å¸??ºç?äº????§ï??¿å?°äº§å¸??ºæ³¢?????????ä»·æ?¼æ³¢???产å??????????§æ³¢?????????产å?????°æ???ï¼?次æ?°è?¡è?¡ä»·æ³¢å???????项ç????½è?åºþ=???¶ç??ä¸???é¢???ç­?é£??©ã??

?????§é?ç¬?

???????¸è?ç«?产å??????ä¸??ï¼??????½é??èµ?æ·±æ?·å??¨å??设è??????¢é??ï¼????¶å????ä¸?????è§?é¢?è¢?KOL产å??设è???è§?ï¼?广æ??¶é???½å??å¤??¨å????å±?è¶??¿ï????¶è?·å??ç»?ç«???????ºç??产å????æ±?????ï¼?以â??产å??+?ºæ??????设è???念ï?产å???¨å?·å?ä¸?ä¸??§è?½ç???ºç?ä¸?ï¼??¼å?·å??¨æ?§å??ä½?éª?????

???????´æ?´å??产ä??¾é????????????¸ä??¡è???´æ?????????设è?????产ã???©æ??°é??????¨ä?游å?å±???产å?ºå?°ï???ä¸?游æ??»ºç¨³å????????ç»?ï¼???大ç?åºþ=?§å?¶ä???产å?¨æ??????产æ?????????´æ?´å????模å?使å???¸å?¨å????产ä????ºç?ä¸?ï¼?è¿?ä¸?æ­¥å??强产ä¸??¾ç??å®???ï¼??´ç?建é?¾è¡¥?¾å¼º?¾ç??????ï¼????????¸æ?´ä?ä»·å?¼ã??

????è°??´ç???©é?æµ?ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã???²è?¥æ?ºå?å°??³ï???ä»???ç»???好头?¨é?²è?¥å????对ä?ç²¾è?´æ?·å???æ´»æ?¹å???å®?ä¹???ç¾?好å?¥åº·??æ´»ç??念ç??è¯???ï¼??????°æ?è´¹ç?????ç»?????ä¸???ä»???´ç???©é?æµ?ï¼?é¢?计å????2-24å¹´æ?¶å?¥å????¸º15.9??21.3??27.7亿ï?å½?æ¯????©æ¶¦????¸º1.4??1.9??2.6亿ï????¼å????¸º1.6??2.3??3.1亿ï?ï¼?EPS????¸º2.1??2.9??3.9??/?¡ï????¼å????¸º2.4??3.4??4.6??/?¡ï???

????é£??©æ??示ï??·å?è¡?ä¸?å¢????¾ç?ï¼?æµ·å???æ±?æ³¢å?????????ä»·æ?¼æ³¢?¨é??©ç???

???????°å?´äº§ä¸???

??????è¶??°è?

???????©é?æµ?&ï¼???èµ?建è?ï¼??¹æ?????¸å???产è?½é???¾è??å¥??????ºç???´ä»·?¼å?????¸ç???©è?½å??ï¼???ä»??è°????¸ç???©é?æµ???é¢?è®?022-2024å¹´ï????¸å??°è?¥æ??8.45/62.01/77.05亿å??ï¼????¼ï?43.25/58.59/74.55亿å??ï¼?ï¼?å½?æ¯????©æ¶¦5.57/7.25/9.24ï¼????¼ï?4.83/6.48/8.13亿å??ï¼?ï¼?对å?EPS4.64/6.05/7.70??/?¡ï?2022å¹?0??21?¥è?¡ä»·å¯¹å?PEä¸?7/13/10x??ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï??½å??å¤???碳æ?¿ç??½å?è¿?å±?ä¸?è¾¾é???ï¼?????????è´??ºå?£ä??¡å????amp;ï¼????©æ?´æ²¹ä»·æ?¼æ³¢???¸å???????管ç??人å???¨å?ä¾?åº?ä¸?è¶??????å®??¨ç??产ç??é£??©ï?产è?½é???¾è??å¥?ä¸???é¢???ï¼????¸æ???å¸??¼è?å°?é£??©ï??¨è?·å?°è?ç«?å­????¸ä?项ï?å°????·å??¸å?³ä¸»ç®¡é?¨é?¨ç???¸å??ï¼?å­??¨ä?å®???ä¸?ç¡???§ã??

???????¿å?°äº§??

???????°é???

???????¸å??å¸?2022å¹´ç?ä¸?季度?¥å??ï¼????¸å??ä¸?季度?±å??°è?¥ä??¶å??30.76亿å??ï¼???æ¯?ä¸???1.50ï¼?ï¼?å½?æ¯????©æ¶¦33.36亿å??ï¼???æ¯?å¢???.83ï¼?ï¼?æ¯??¡æ?¶ç??0.74??/?¡ã??ä¸?绩ä???????ï¼?æ¯??©ç????????é«???????????ä»·å??ï¼??¿å?°æ·±???¸å????¨æ???°é????è£?ï¼??ºå?¡ç????¥åº·???ºç?ä¸??¡ç??¥ç¨³å®?ï¼?å¸?å±????þ=?¸å???å¸???????022å¹´å??ä¸?季度ä¸?绩å?å¹?å¢??¿ï?æ¯??©ç????????é«?ï¼?????????ä»·å??ï¼???èµ?æ·±è??é«??½çº§??å¸?ï¼?è´¢å?¡ç¨³?¥ï??°é????è£?ï¼??ºç?ä¸??¡ç¨³å®?ç»??¥ã????ä»?»´??é¢?计å????022-2024å¹´å?æ¯????©æ¶¦99.40??118.07??132.72亿å??ï¼?EPSä¸?.20??2.62??2.94??/?¡ï?对å?PEä¸?.65X??3.07X??2.73Xï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï? ?¿å?ä»·æ?¼å¤§è·????ºç?ç»??¥ä???é¢?????å®?è§?ç»?æµ?ä¸???é¢?????

?????°å???§è?

??????èµ?建è?ï¼?????022å¹´å??ä¸?季度?¶å?¥å??ä¸?绩å??????ä¸???ï¼?ä½?æ¯??©ç????????é«??????????ï¼???ä»·å???¿å????è´¢å?¡æ?¹é??????¸ç§¯???¿è??ºå?¡ï???ä½?è´??ºå????????ä¸?é¢???稳å?å¢??¿ï?é«??ºç???ä½??°ä????¸è?强ç??è¿??¥è?½å??????ä»?»´??é¢?计å????022-2024å¹´å?æ¯????©æ¶¦95.65??95.71??97.99亿å??ï¼?EPSä¸?.23??4.23??4.33??/?¡ï?对å?PEä¸?.26X??3.26X??3.18Xï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï??¿å?ä»·æ?¼å¤§è·?????ä¸?ç»??¥ä???é¢?????å®?è§?ç»?æµ?ä¸???é¢?????

???????????

???????¸ä?季度???????¾æ?¹å??ï¼??¿å?°ç§¯????ä¿¡ç?¨è??¥½??è´¢å?¡ç¨³?¥ï?ä¸?绩伴??è¡?ä¸?è¶??¿ç?????¿å??ï¼?ä½?????é¾?头央ä¼???èµ?è´¨è??????ä¼?è´¨å???¨è?æº?ï¼????¥æ????å®??°ä?绩平稳å???????ºä???ä¸?季度???¸ä?绩é??å¹?è¾?é«?ï¼???ä»???´å????2-24å¹´å?æ¯????©æ¶¦????¸º77.95??87.42??99.42亿å??ï¼????¼ï?97.56??107.05??115.72ï¼?ï¼?对å?EPS????¸º1.01????1.13??1.28??ï¼?对å?PE????¸º13.70X??12.22X??10.74Xï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?è¡?ä¸??¿ç????¨ä???é¢??????¿å????????é¢?????å®?è§?ç»?æµ?ä¸???é¢?????

?¨é?¨è?è®
??????App
??????å¾???
???????????/>     </div>     <!-- ???°é¡¶? -->     <script src=