ä¸???è¯??¸ï?3?????¡ç???

????01

????ç­??¥é???©å??????ç­??¥ä?é¢??¥å??

?????¥å?è¡???尾声ï¼?继续????/STRONG>

?????ºæ?????æµ·å?æµ??¨æ?§è¾¹????????½±??3??å¸??ºç???¸å???ç´???ï¼?1ï¼?ä¸?3?????ï¼????©è?åº???ä¸??¿è´·ä¸?è¡???å¤???ä¸?ç¡????æµ·å?æµ??¨æ?§å??ç´§ï?类似????2012å¹???-10????2016å¹???-3????2019å¹?0????ï¼?2ï¼?å¤???è¿?äº??¶é?´æ???A?¡è¡¨?°ï???»¥???°ï??¶ä?ï¼??ºæ???¢ç??è¾¹é?????????¸å?å½±å????ç´?ï¼?é«?é¢??ºæ???¢æ?°æ????ºçº¹??»·??PMI??ä¼?ä¸????©ç????????³å?å½??¶å??ºèµ°?¿ç??强弱ï¼??¶ä?ï¼?æµ·å?æµ??¨æ?§è¾¹???¶ç´§å¯¹å??ºèµ°?¿å½±??è¾?????ï¼?ä¸???å½??¶å?ºæ???¢å¼ºå¼±å????¸å?³ï?å¦?2016å¹?-3????2019å¹?0??å¸??ºè¡¨?°è?强ï??¶ä?ï¼??°ç?é£??©ç??å½±å????è¦????²ç???级å???????þ=???°ç???²ç?ï¼?å¦?2018å¹´ç??ä¸??è´¸æ???©æ?þ:??2022å¹´ç??ä¿?ä¹??²ç?对å??ºå½±??è¾?大ï?ä½?2019å¹´ç??è´¸æ???©æ?þ@??ä»?å¹´å¹´????ä¿?ä¹??²ç?å½±å??è¾?å°???ï¼?3ï¼?å½±å??ä»?å¹???å¸??ºèµ°?¿ç???¸å???ç´????????å¥???æµ·å?æµ??¨æ?§ã??

?????¥è????å¼?å¤?å·¥ç????ç»?????ï¼?ä¸??è¡?ä¸????????å·??è¾?大ã??ï¼?1ï¼??½å??å¼?å¤?å·¥å???³å?¡å?°ä???å·²è?è¿??»å¹´????????ï¼?å¼?å¤?å·¥ç??ä¸?6.1ï¼?ï¼??¨ç???????9.6ï¼?ï¼??³å?¡å?°ä???83.9ï¼?ï¼??¨ç???????15.7ï¼???å¼?å¤?å·¥è?åºþ=?¥ç??ï¼?å¸???gt;ï¼??ºå»º>ï¼??¿å»º??ï¼?2ï¼?ä¸??è¡?ä¸????ä¸?ï¼??¨æ???¹é????¤ç???????¿ç?ä¸?游æ????????工类è¡?ä¸????åºþ=????????ï¼?ä½?ä¸??°äº§?¸å?³ç??建æ??ç±»ä?è¾?ä½?è¿·ï?æ¶?è´¹æ?¹é???汽车尤å?¶æ???°è?½æ?è½þ:???½é??????ç¨???ç¾?容ç????????¾ã??

????æµ·å?????è¶?é¢???ï¼?æµ??¨æ?§å?ç´§å???¾ä?????ï¼?1ï¼?å®?è§?æµ??¨æ?§ä?ï¼?é¦???ï¼?ä»?ç¾????¨è????è®?¡¨??????次å??????ä½?ç»?éª??¥ç??ï¼???ä»??为ç?????份å?????åºþ??å°?ç»´æ????5BPï¼??¶æ?ï¼??½å????ä¸??¶è?å­??¨è?大è?????æ±?ï¼????¶å?½å??ç»?æµ?ä¿??ä»???å¼±ã??3??份两ä¼?è¿???ä¿?å¢??¿æ?????¿ç??ºå?°ç??æ¦???è¾?é«?ï¼???ä»??为央è¡?3??份å???½è?ä¸?æ­¥å??¾ï?å¦?????????MLF?©ç??ç­?ï¼???ï¼?2ï¼?å¾??æµ??¨æ?§ä?ï¼?3??份ç??½å??????ä¸???²ç?ç­????½å??´å?èµ?æµ??¥æ?¾ç?ï¼??¨ç´§ç¼©å???°ç?é£??©ã???¥å?è¡???è¿??¥å°¾å£°ä?ï¼???èµ?æµ??¥ä????½æ?¾ç?ï¼??°å???ºé?????½ä?ä½?????ï¼?3??????00-500亿å?ºé?´ã??

????3???¿ç?é¢?????ä½???é«?ï¼??°ç?é£??©ä????°å?¨ã??ï¼?1ï¼??¿ç??¹é???两ä????¿ç?以é?²é??©ä¸ºä¸»ï??¿ç?é¢????¨ä¸¤ä¼????????½å???°ï??¿ç?é¢?????ä½?ï¼?ä½?å½???ç»?æµ?ä¿??ä»???å¼±ï?è´¢æ?¿å??è´§å?宽æ?¾ç??¨ä¸¤ä¼???ä»???????ï¼?2ï¼??°ç??¹é???ç¾??½æ?°ä?è½????´å??´ä?ä¹??²ç????½å??级ï?ä¸???²ç??¾ç?解ã??

????3??è¡?ä¸???ç½????þ@?ºæ??? ¬??æµ??¨æ?§å???¿ç?????å¸þ=?¥ç???ºä???ï¼?1ï¼??ºæ???¢å????ä¸?ï¼?ç»?æµ?ä¿??å¸þ=?¥æ?°è?½æ????¨æ???¸å?³è?ä¸????ä¸?è¡?ï¼?æµ??¨æ?§ä?ï¼????¾å?ç´§ï??¸å?èµ?产å????ï¼?ä¸???????¿å??ä¼?ï¼??¿ç?ä¸?ï¼???äº???大â?????????©å¤§???????½å?å®??¨ç?¸å?³ç??æ¶?è´¹ã??TMT???½æ?¹ç??¹å???¼å??³æ³¨??ï¼?3ï¼??·ä?è¡?ä¸???ç½??ï¼??¶ä?ï¼??ºæ???¢è¾¹???¹å??????å·¥ã?????²ã???ºæ????¤ç?????°è?½æ?????å·¥ã??é«?ç«??½é??ç­?ï¼??¶ä?ï¼??¿ç?导å?????½ä??¹é?©ã??建ç?建æ??ç­?ï¼??¶ä?ï¼?æµ??¨æ?§å??¾å??????计ç??ºï??½äº§????人工?ºè?½ï???ä¼?åª?ç­???

?????¨è????èµ????³æ³¨???µæ?ETFï¼???èµ??»è?ï¼?

????ï¼?1ï¼??°è?½æ?è½þ@???¨è?½ä¸º???µæ???ä¾???æ±?????ï¼?ä¹???ä¼?é¢?è®?023å¹´æ?°è?½æ?汽车????è¾?50ä¸?è¾?ï¼? 2023å¹´å?½å????ä¼???é£??µæ?°å?è£??ºé??å°?è¾?00GW+??65GWï¼???å¥????¨è?½é??æ±?ä¹?å°?为é???µæ???ä¾???æ±???????GGIIé¢?计å??023å¹´ï??½å?????µæ?å¸??ºå?ºè´§??å°?è¶?è¿?1TWhï¼??¶ä¸­?¨å???µæ??ºè´§????è¶?800GWhï¼??¨è?½ç?µæ??ºè´§å°?è¶?180GWh??

????ï¼?2ï¼?ä¸?游å??????ä»·æ?¼ä?è¡???ä½?????????ï¼?è¿??????µæ?ä¸?游å??????ä»·æ?¼æ??ç»??æ»?ï¼?å¦?磷é?¸é????æ­£æ??????ä»·æ?¼ä?2022å¹?1????ç»?对é?ä½?ä¸?è·?23.45ï¼??³å?????13.55ä¸???/???磷é?¸é?????µè§£æ¶²ä»·?¼å·²ä»?2022å¹?1?????¶æ??§é?ä½?ä¸?è·?27.00ï¼??³å?????4.65ä¸???/?¨ã??ä¸?游å??????ä»·æ?¼ä?è¡?????ç¼?解中游é???µæ???????????????ï¼????©æ?????±ä?游å?????µæ?????è½?§»??

????ï¼?3ï¼???????´æ??å¼?è¡?ä¸?å¢???空é?´ï????µæ?è¡?ä¸?骨干ä¼?ä¸??´ç?é«???ç³»ç???????è¶?大å????µè????¹å????å¿??å±?ï¼???è¿??µæ?产å??ç³»ç??½é??å¯?åºþA?è¿?250GWh/kgï¼??°ä?代信????????°å???¨è?½äº§??è¿?ä¸?æ­¥è????ï¼??ºè?½æ¶²?·æ??????¾è??å¢?强å?¨è?½ç³»ç»??????æ°´å¹³ï¼???ä½?ç³»ç?å®??¨é???£ï?åº??§é???µæ????¶æ??????»¥è§£å?³ç?µæ?å¾????©ç?¨é???ï¼?è¿?ä¸?æ­¥æ?¨å?¨å??°ç¢³ä¸?????????

????ï¼?4ï¼?ä¼°å?¼ä?ä½?å­??¨ä¿®å¤?å¼¹æ?§ï?å½??????µæ??´ä?å¸?????PEä¸?5Xï¼?å¸???????ä½??°ï?2010å¹´è?³ä?ï¼?ä»?ä¸?.60ï¼?ï¼?å·²æ?¥è????²ç?对ä?ä½?ï¼???????¹å??é¢???ä¸?å­??¨ä¼°?¼ä¿®å¤?å¼¹æ?§ã??

????é£??©æ??示ï??°ç?é£??©è?é¢???ï¼?ç»?æµ?ä¿?????¿ç??ºå?°ä???é¢?????

?????????¥å??ï¼?

??????ä¸???è¯??¸ç??¥æ?¥å??ï¼??¥å?è¡???尾声ï¼?继续???¡ã??ï¼?2023/2/27ï¼?

????????å¸?ç¼??·ï?S0550520030001

????02

????é£???é¥?????强â????ä¸???¡ä»½ï¼?002891.SZï¼?

????????主粮å¼???ï¼?????建è?è§?????

????äº?件ï????¸ä?10??27?¥å??å¸?2022å¹´ä?å­£æ?¥ã????ä¸?季度???¸å??°è?¥ä??¶å??å½?æ¯????©æ¶¦/å½? æ¯? ? ?? ?? ? æ¶?4.42/1.15/1.14亿å??ï¼???æ¯?+21.38ï¼?/+24.99ï¼?/+31.05ï¼????¶ä¸­ï¼?Q3??å­£å???¸å??°è?¥ä??¶å??å½?æ¯????©æ¶¦/å½?æ¯??£é?????©æ¶¦8.53/0.46/0.47亿å??ï¼???æ¯?+12.98ï¼?/+49.19ï¼?/+49.93ï¼???

?????¹è?ï¼?æµ·å?ä¸??¡ç?????¿å??ï¼?å¢???主粮é«?å¢??¿ã?????°å?ºç??ï¼???ä¸?季度海å??¶å?¥å???è¿?20ï¼?ï¼??¶ä¸­Q3å¢??¿ä???0ï¼?ï¼?主è?ç³»ä???æµ·å?Bç«???·å?»å?å­?ï¼?è°??´è??????´ã??ç¾??½å·¥??表ç?°å¼º?²ï?Q3ä¿???40ï¼?以ä?å¢??¿ï??¶å?¥ä?????å¢?å¤??¶å?¥çº¦1/3???½å??ä¸??¡å????äº????¸è???þ@??å±????¥ï??¶å?¥å?????5ï¼?以ä?ï¼?Q3è¾¾å??0ï¼?????ä¸?季度主粮??湿粮两大??ç±»ç??å®???0ï¼?以ä???å¢??¿ã????????ä»·æ?¼ä?涨æ??ç´??´ä?æ¯??©ç??ï¼???ä¸?季度/Q3???¸æ??©ç??ä¸?9.38ï¼?/20.05ï¼?ï¼???æ¯?-1.13pcts/+1.12pctsï¼????¸äº¦??è°?ä»·è??????????????è´¹ç?¨ç???¹é????±ä???大è?¥é??è´¹ç?¨æ???¾ï????¸å??ä¸?季度/Q3????´¹?¨ç??ä¸?.95ï¼?/7.98ï¼?ï¼???æ¯?+0.23pcts/+0.28pctsï¼??? ä¸? å­ åº?Q3?? ? ?? ä¸?.18ï¼?/6.21ï¼?ï¼???æ¯?-0.08pcts/+1.49pcts??????3ï¼?è´¢å?¡è´¹?¨çº¦-1505ä¸???ï¼?主è?系人æ°?å¸???ç»?´¬?¼è´¡??????¶ç????

????????建è?稳æ??¨è?ï¼??¸å?????表ç?°äº®?¼ã?????¸å???????þ@???????¥ï??????????????¹è?²ã??????3ï¼?wanpyå¢???ä¿?????0ï¼?以ä?ï¼????½å???¶å?¥æ?ä¾?è¾¾å??0ï¼?ï¼?wanpyé²???ç²??é²???主æ??é²?æ¦?念ï???ç»???????ä¸???å¹´å???¸æ??ç«?ä¸?æ¸???????¹æ?´å??线ä?æ¸???ï¼?zeal?????????好ï??¶å?·ç???æ¯?已达??/3ï¼?驱å??eal????稳å?¥å??¿ã???»å¹´?¶è´­??é¢???ä¿???é«?æ¯??©æ??æ³?ï¼??¨å?ºç??款主é£?ç½?ï¼???????绩亮?¼ã??

????产è?½å?å±???åº?ï¼??©å?????¥å??å±??????¸é?计æ??å¹´æ???¾å?½å??3ä¸??¨å¹²ç²???°è¥¿??ä¸??¨æ¹¿ç²?º§?½ã??è¿??¥ï????¸å??è¡???½¬?ºä»¥?©å??干粮??湿粮???»å¹²äº§å??线ï??????©æ?¨ä?ä¸???ç»???å±?ï¼?ä¿???ç«?äº?ä¼??¿ã??

??????èµ?建è?ï¼???好å???¸ä¸»ç²???¡ç????ç»??????????è°??§ç????????é¢?计å????022-2024å¹´å?æ¯????©æ¶¦ä¸?.59/2.31/3.31亿å??ï¼?对å?2022-2024å¹?PSä¸?.54/0.79/1.13??ï¼?ç»´æ?????¸â??ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï????????µä???é¢???ï¼?产è?½é???¾è?åºþ????é¢?????

?????????¥å??ï¼?

??????ä¸???¡ä»½ï¼?002891.SZï¼?ï¼?????主粮å¼???ï¼?????建è?è§???????ï¼?2022/11/03ï¼?

????????å¸?ç¼??·ï?S0550515060001

????03

?????¢é??赵丽??????????ç²???ï¼?688456.SHï¼?

????????项ç????å¢???å­????¸è??¥æ??产æ??ï¼????¸æ???¥å????

????æ­¥æ?为è?¥ï?????D???°æ???????¥æ????è´¡ç??¸»è¦??©æ¶¦å¢????????¸è??¸»????äº?3D???°ç?ä½??????¶å???????????»ä?????¾¾?°å?½é????è¿?æ°´å¹³ï¼??¨å??????¾¾?°å?½é??é¢???æ°´å¹³??2021å¹´å???¸æ?°è?????å¢??????????????¸ï????¡æ?ä¾?80ï¼?ï¼??????°è????¸å·²??产ã???°è????¸ç??主è?¥ä??¡å????????¶é????å±????????¹ç?????ç²?ä½???????????????产å????????¶ä¸­å¢????¶é????å±?ç²?ä½?????为é???¹å??å±??¹å??ï¼?主è?产å??为é?温å????ç²???????????ç²???????????ç²???????°è????¸å??¥é?¢ç????èµ?ä½?为æ???¥æ??èµ???ï¼?è¿????©ä??°è????¸é¡º?©å???¥é?ç«?º§??å¸??ºï?è¿????©å¤§??º«äº§é??è§?模ï??©ä????¸é?¿æ????å±???

????????项ç??¨³æ­¥æ?¨è?ï¼????¸äº§?½é??æ­¥æ?©å??????¸é??åº?ç²?ä½???????产å?ºå?°é?è®?022å¹?2??31?¥å???????项ç??»ºè®¾å¹¶???¥è???产ï????ºé??å±?ç²?ä½?????设è?产è??1600??å¹´ï??¡ç?设è?产è??00??å¹´ã?????¸æ³°?½ç?ä½???????产å?ºå?°å·²äº?2022å¹???å¼?å·¥ï?é¢?计泰?½ç??产å?ºå??023å¹´ä?季度??产ï????ºé??å±?ç²?ä½?????设è?产è??700??å¹´ï?å¾??µå??¡å?ºç??ç²?????设è?产è??00??å¹´ï??¡ç?设è?产è??00??å¹´ã??

???????¸ä?季度ä¸?绩ä?äº?é¢???ï¼?é¢?计æ???¥å???步好è½??????¸ç?ä¸?季度ä¸?绩å?ºç?°è?大ç?åºþ??æ»?ï¼?主è???????ä¸?ï¼???å®?è§?ç»?æµ?ä¸?è¡???ä¸?游é??æ±?å½±å??ï¼????ºå???¡å?ºç?ä½????????????µä???é¢???ï¼????¹é?温é???µæ?¿ç?导è?´å???¸é?¨å????产å?ºå?°å??产ï??????¡ç???????ä»·æ?¼ä?è·?导è?´å???¸å?ºç?°å?è´§è?ä»·æ??失ã?????¥é???????¸æ?°å»º??产å?ºå?°å??å¢????¶é??å­????¸ç????æ­¥æ??产ï?é¢?计å???¸ä?绩å??ºç?°å¥½è½???

??????èµ?建è?ä¸?è¯?级ï?é¢?计å????022-2024å¹´è?¥ä??¶å?¥å????¸º25.5/32.49/40.49亿å??ï¼?å½?æ¯????©æ¶¦????¸º6733.31/15353.77/26276.69ä¸???ï¼?EPS????¸º0.65/1.48/2.53?????????°å???¸é??åº???产å?ºå?°å?³å???产ï?æ³°å?½ç??产å?ºå??023å¹´ä?季度??产以??3D???°ç?ä½?????产è?½é??æ­¥æ??产ï?ç»´æ?????¸â??ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï???????ä»·æ?¼å¤§å¹?æ³¢å???导è?´å???¸æ??ç»??????½å??????????款å???°å½±????é£??©ï?ç²?ä½?????ä¸?游é??æ±?ä¸?足ç??é£??©ï?3D???°ç?ä½?????ä¸?游è???ä¸?稳å???ä¸?ç¡????é£??©ï?ä¸?绩é?æµ???ä¼°å?¼å?¤æ?????é¢?????é£??©ã??

?????????¥å??ï¼?

??????????ç²???ï¼?688456.SHï¼?ï¼?????项ç????å¢???å­????¸è??¥æ??产æ??ï¼????¸æ???¥å??????ï¼?2022/12/15ï¼?

????????å¸?ç¼??·ï?S0550521100004

????04

?????µå??????????¹é?þA?¡ä»½ï¼?688020.SHï¼?

????ä¸?绩æ???¶æ?¿å??ï¼????¥ç???ç®????½äº§??è¿?å°?è£?è½½æ?¿ç?´å?ä¹???

????äº?件ï?1??31?¥ï????¸å??å¸?2022å¹´ä?绩é???ï¼?é¢?计å??°è?¥æ??1255ä¸???ï¼???æ¯?å¢???6.87ï¼?ï¼?å½?æ¯????©æ¶¦ä¸?6000ä¸?????8000ä¸???ï¼??£é??å½?æ¯????©æ¶¦ä¸?7200ä¸?????9200ä¸?????

?????¹è?ï¼???æ±?ä¸?è¡??´è?¥æ?¶å??¿æ?¾ç?ï¼?å¤???ç´??????´ä½¿ä¸?绩ä?????2022Q4???¸é?计å??°è?¥æ??325.02ä¸???ï¼???æ¯?ä¸???27.67ï¼?ï¼????å¢???7.51ï¼?ï¼?2022Q4å½?æ¯????©æ¶¦??ä¸??¼ä¸º-1612ä¸???ï¼????????好转??2022å¹´å?¨ç??ç»?æµ?å¢??¿æ?¿å??ï¼?å±?æ°?æ¶?è´¹å?¨å??ä¸?足å??´ç?ç«??è´¹ç?µå???æ±??²è½¯ï¼????¸ä¸»è¦?产å??å±??½è?????????æ¯?ä¸???23ï¼???ä¸?æ­¤å???¶ï????¸é??ç®?产å???´æ?¥å??·ä¸ºè´¸æ????ï¼?????»·?¼ä?äº?å¸??ºå¹³??æ°´å¹³ï¼?产è?½å?©ç?¨ç????????ä½?äº?è¡?ä¸?å¹³å??æ°´å¹³ï¼????§å???ç­?å¤???ç´?导è?´å???¸é??ç®?ä¸??¡æ??è¾?大ä?????

???????¥é??????¨³æ­¥æ?¨è?ï¼??½äº§?¿ä»£??å¼?å¸??ºç©º?´ã?????¸å???¥é??产å??ä½?为å?ºç?å¤????µå?????ï¼??¨è????å°?è£???è¶?ç»?线路?¶å?ç­?é¢????·æ????è¦?ä½??¨ã????rismark?°æ???¾ç¤ºï¼?2021å¹´å?¨ç??ICè½½æ?¿ç??å¸??ºè?模为144亿ç???ï¼?è¶?è¿?ç¡?????126.2亿ç?????ä½?ä¸?Cè½½æ?¿é??????°äº§??ï¼????¥é???·æ??ä¸?å¼±ä?ABFè½½æ?¿ç????å°?线å?线è?ï¼?以å????ç­??¢ç§¯ä¸??¾è??????????¿ã??å½???ABFè½½æ?¿å??ºå??ä¹?è¢??¥æ???³ä?ç´?????????½å??å¤?家å????å°?å¤?äº?产å??éª?è¯?导å?¥é?¶æ?ï¼????¥é????????为å???Cè½½æ?¿è??¸»?????þ??大å?³é????????¨å¤§???¨è???导ä??½äº§?¿ä»£????????·æ????è¦???ä¹???å½??????¥é??ä»??¥æ???äº?????ä¾?ï¼????¸å???¥é??产å??ä»?å¹´æ????å®??°å?ºè´§ï¼?è¿?ä¸?æ­¥æ??å¼?ä¸?绩å??¿ç©º?´ã??

????PET??ç®???产å?¨å?³ï?å·¥è??产è?½ä??¿å?©å??ä¸??¡å??¿ã??PET??ç®??¨å?¨å???µæ?é¢????·æ????è¦?ä½????å¸??ºç©º?´è¾¾?°ç?¾äº¿??级ã??????ET??ç®?稳æ??¨è?ï¼???大æ?¸å??????å®????¸æ??????¿ï???è¿??°æ??å±??½è??产线??¿«??å®???ET??ç®???产ã???¥äº§??顺å?©è?è¯?ï¼?å·¥è??产è?½ç??ä¼??¿å??©å?????¸å¿«???¢å??å¸??ºï?å®??°ç?äº?ä¸?绩å??¿æ?²çº¿??

????ç»´æ????ä¹°å?¥â??è¯?级ã????ä»???好å???¸å??ET??ç®??????¥é??é¢???顺å?©å??°äº§??认è?ä¸???产ï?ä¸????¢å??å¸??ºä»½é¢?ï¼?å®??°ä?绩é???å¢??¿ã??é¢?计å????022-2024å¹´å??°è?¥æ??.13/6.36/8.89亿å??ï¼?å½?æ¯????©æ¶¦-0.7/0.62/1.71亿å??ï¼?2023-2024å¹´å?åº?PE????¸º90.34/32.74????

????é£??©æ??示ï?ä¸?游é??æ±?ä¸???é¢???ï¼?产å??éª?è¯?ä¸???é¢???ï¼????©ä?ä¼°å?¼ä???é¢???

?????????¥å??ï¼?

???????¹é?þA?¡ä»½ï¼?688020.SHï¼?ï¼?ä¸?绩æ???¶æ?¿å??ï¼????¥ç???ç®????½äº§??è¿?å°?è£?è½½æ?¿ç?´å?ä¹???ï¼?2023/2/21ï¼?

????????å¸?ç¼??·ï?S0550522030001

????05

?????¿å?°äº§?´è?¤ç?????è¶?ç§??°äº§ï¼?0123.HKï¼?

????2022å¹´é???????¿å??è¿?ï¼??¸å???å¸?ç§???å¢???/STRONG>

????TOP20ä¸??????????é«?ï¼?æ·±è??广å??¾æ?????????¸æ????022å¹´é?????绩ï??¨å¹´å®??°å?¨å?£å???????é¢?1250.3亿å??ï¼???æ¯?ä¸???8.6ï¼?ï¼?å¢???ä½?å±?è¡?ä¸?TOP20?¿ä?ä¹?é¦?ï¼?è·?å±?è¡?ä¸?ç¬?6??ï¼?è¶?é¢?è¾¾æ??å¹´å???¶å???????1235亿ï????¸å??°é?????¢ç§¯414.0ä¸?å¹³ï???æ¯?ä¸?æ»?0.9ï¼?ï¼???????价为30200??/å¹³ï???æ¯?ä¸???9.5ï¼?ï¼?2022å¹´å???¸æ??ç»?·±??ä¼??¿å?ºå??ï¼??¹æ????å°????°æ??????¸å?¨å¹¿å·?è¾¾æ???¨å?£å???????é¢?658.4亿ï????»é??é¢?52.66ï¼?ï¼???????é¢?444.1亿ï??¨å??类广å·????????ä¸???ä½?å±?æ¦?é¦???

????ç§?????èµ?ï¼?å¤???å¢??¨ã??2022å¹´å???¸ç»§ç»?·±????1+4?????¨å?½å?????¥å?å±?ï¼??¨å¹¿å·???ä¸?æµ·ã?????ç­??¸å???å¸??°å?äº?36ä¸?¡¹????»å»º??84ä¸?å¹³ï?对å????????°æ?415亿ï??¿å?°å¼ºåºþ?????¨å????å·þ@?³æ°´å¹³ã???¹æ??·²???²ç???¿å?°ä¿¡???2022å¹´å???¸ä?äº?线å??å¸??°å????¨æ??????é¢????¨å?½è?95ï¼?ï¼?主è???å¸??¨å¤§æ¹¾å?ºå????ä¸???é«??½çº§??å¸?ï¼????¸å??????6+1??å¤?????å¢??¨æ¨¡å¼?ï¼???è¿?TOD???½ä???ä½?ç­?模å??§å?¶å???°æ??????¹å????022å¹´æ?°å?2ä¸?OD项ç????¶ä¸­ä¸?????°é????ä½????¾å?项ç????°ä?TODèµ°å?ºå¹¿å·??°ç??çª??´ã??

?????¥æ?¶é?å¢??¿ï?æ¯??©ç??ä»?ç»´æ??20ï¼?以ä???????022H1?¥æ??12.9亿å??ï¼???æ¯?ä¸???29.1ï¼?ï¼?æ¯??©ç??çºþ?¸º21.2ï¼?ï¼???æ¯?ä¸?æ»?5.6pctï¼?ä½?ä»?ä¿?????0ï¼?以ä?ï¼?å½?æ¯????©æ¶¦17.1 亿å??ï¼???æ¯?ä¸???25.8ï¼?ï¼????¤æ???????????èµ??©ä?????ä»·å?¼å???¨å?????¸å?å½?æ¯????©æ¶¦çºþ?¸º21.1亿å??ï¼???æ¯?å¢???.4ï¼??????2022H1ï¼????¸å????è´???20亿ï?è¦???2021å¹´è?¥æ??.25????

????è´¢å?¡ç????¥åº·ï¼???èµ?æ¸?????????????022H1?¨æ???°é??390.5亿ï??¶ä¸­33ï¼?为é?????管è???ï¼?ï¼????¤é??¶è´¦æ¬¾ç??èµ?产è??ºç??ä¸?9.4ï¼?ï¼???è´??ºç??ä¸?9.7ï¼?ï¼??°é?????ºæ?ä¸?.45ï¼????¢å¹³????èµ??©æ??????æ¯?ä¸???34ä¸??ºç?¹è??.11ï¼???2022å¹´å???¸å??è¡?98.4亿å???ä¿¡ç?¨å?ºï??¶ä¸­9????è¡???25.9亿å???¸å??+2å¹´æ??票é?¢å?©ç??ä½???.78ï¼?ï¼?5+2å¹´æ??票é?¢å?©ç??ä»?ä¸?.09ï¼?ï¼?2023å¹???9?¥é??è¿?SPV???¸å?¨æ¾³?¨é??交æ????è¡?20亿å????´¸?ºç?岸人æ°?å¸??ºå?¸ï?????3å¹´ï?票é?¢å?©ç??ä»?ä¸?ï¼???

??????èµ?建è?ï¼????¸å?½è????????????????¿æ????ï¼????¨æ?´ä?ä¼?è´¨ã????ä»??æµ?????022/2023/2024å¹?PSä¸?.20/1.40/1.61??人æ?å¸?ï¼?ç»?äº???ä¹°å?¥â??è¯?级ï?????ä»?3.15æ¸???/?¡ï?对å?2022H1æ¯??¡å??èµ?äº?.75??PB??

????é£??©æ??示ï?ä¸?绩é?æµ???ä¼°å?¼å?¤æ???è¾¾é???ï¼??½å???°å????????å¤???

?????????¥å??ï¼?

??????è¶?ç§??°äº§ï¼?0123.HKï¼?ï¼?2022å¹´é???????¿å??è¿?ï¼??¸å???å¸?ç§???å¢??¨ã??ï¼?2023/01/20ï¼?

????????å¸?ç¼??·ï?S0550522030003

????06

?????½é?²å??å·¥ç???¤å????????ç§???ï¼?688053.SHï¼?

???????¨ç?µå????¨ä»¶æ£?æµ?é¢???ä¼?ä¸?ï¼?ä¹?é£?å°?èµ?/STRONG>

???????¸æ???ä¸??¹å???¨ç?µå????¨ä»¶æ£?æµ?é¢???ä¼?ä¸???????¥å????ä»?????äº?æ£?æµ?è¡?ä¸??????¨ç?µå????¨ä»¶æ£?æµ?é¢?????å¸??ºç©º?´ã??ç«?äº??¼å???å£???????ä¸?模å??¹ç?¹ï??????¢è????¸ç??ç«?äº?ä¼??¿ã?????¥å??¿ç??驱å?¨å??????èµ??»è???

??????ä»??为å???¸å????¸å????¾å?¨ä?è¡?ä¸?ä¸?游é??æ±???é«?????????¸æ?æµ?产è?½ä?足ç?????¾ï???æ­¤æ?¸å??³æ³¨?¹å?¨ä????¸å?éª?室å??设å??©å?å¸þ=?¥ç??æ£?æµ?产è?½å????ç±»å???ï¼????å¯????¸æ???¥å??¿ç????è¡?驱å?¨ã??

????æ£?æµ?è¡?ä¸??¿å?¡å?????å¢??¿ç¨³å®????¨ç??æ£?æµ?è¡?ä¸???å±??¾å¹´ï¼?è¿???ä½?å¹´å??å¢???ä»?ä¿???10ï¼?å·þ@?³ã??ä¼?ä¸?å¢??¿ç??驱å?¨æ?¥è???éª?室å??设å????©å????ºå?èµ?产æ???¥æ???ä¸?å¢??¿ç??é¢???????ï¼???ä½?èµ??????¥å¸¦?¥ç??产å?ºæ??¡¡??ç»??¥ç????è¦???????å¦?ä½?å®??°ç?°é??æµ?ä¸?èµ????????平衡??éª?ç²¾ç?????管ç??æ°´å¹³??

???????¨ç?µå????¨ä»¶æ£?æµ?é¢???ç«?äº??¼å?è¾?好ï?å£???é«?ï¼?å¸??ºè?模è??¾äº¿???±ä??¢å????å·¥å??·ï?è¡?ä¸?è¿??¥å???è¾?é«?ï¼???ä¸?ä¼?ä¸?以å??å·¥é?????å±???ä½?为主ï¼?è§?模è?大ç??æ°??¥æ?ºæ???°é??å°?ï¼??·å?ä¸?å®??°å??å±??§ï?ç«?äº??¼å???¥½??

????ä¸?大æ?¸å???ç´?驱å?¨è?ä¸?ä¸?游é??æ±?å¢??¿å??å¸??ºæ?©å???ä¸????¨ä??½é?²å?????稳å?¥å??¿ã??äº????¨ä??½é?²ä¿¡??????æ­þ@?¨è?å¤??ºè?½å?????½äº§???????????¨ç?µå????¨ä»¶??æ±?å¢??¿ï?ä¸????¨ä?ç¬???¹æ?æµ?å¸??ºç???©å?以å??ä¸?ç­?å¸??ºé??æ­¥é???¾ã??å½??????¨ç?µå????¨ä»¶æ£?æµ?以ä??¶å??为主ï¼?ç¬???¹å??ºå?äº?èµ·æ??¶æ?ï¼?å¸??ºå??ç¨?åºþ@??ä½???å¸??ºå??æ£?æµ??ºæ???·æ??è§?模æ??åº?ï¼?æ£?æµ??????äº????¨è???ï¼?äºþ@????¿å???¨å?©ç???²ç?ï¼???ä»??为ç?ä¸??¹æ?æµ?å¸??ºæ??????æ­¥æ?©å??????¶ï????¥ç?±ç??产ä?ä¸??????ä¸?ç­?å¸??ºä?å°???æ­¥å?å¤????¾ã??

???????¸ç?äº?ä¼??¿æ?¾è??ï¼???èµ??©äº§æ£?æµ?产è?½å????ç±»å???©å?ï¼????¿æ?§å¼º?????¸å?·å?CNAS??DILACå®?éª?室è?è´??客æ?·ä¸»è¦?为å??å·¥é?????å±???ä½?ï¼?å®?éª?室å?å±????½ã??西å??????¡ï?è¾?å°???å·¥ç??产é???°ã?????¸ç???©è?½å??强ï?2021å¹´å???©ç????ROE????¸º43.71ï¼???36.04ï¼?ï¼????¥äº§?ºæ?1.67ï¼?å±?è¡?ä¸????????¨æ??èµ?????足ï?ä¸?å¸???èµ?13.88亿å??ï¼?è¶???7.69亿å??ï¼??????©å???

??????èµ?建è?ï¼?é¢?计å????022-2024å¹´è?¥ä??¶å?¥å????¸º2.81/4.16/5.95亿å??ï¼?å½?æ¯????©æ¶¦????¸º1.13/1.75/2.45亿å??ï¼???æ¯?å¢???6.84ï¼?/54.36ï¼?/40.19ï¼?ï¼?对å?PE????¸º61.45/39.81/28.40Xï¼?é¦?次è???ç»?äº?ä¹°å?¥è?级ã??

????é£??©æ??示ï?产è?½æ?©å?ä¸???é¢???ï¼???æ±?ä¸?æ»?ï¼?ä¸?绩å??ä¼°å?¼å?¤æ???è¾¾é?????

?????????¥å??ï¼?

????????ç§???ï¼?688053.SHï¼?ï¼????¨ç?µå????¨ä»¶æ£?æµ?é¢???ä¼?ä¸?ï¼?ä¹?é£?å°?èµ·ã??ï¼?2023/02/09ï¼?

????????å¸?ç¼??·ï?S0550520020001

????07

?????½é?²å??å·¥ç???¤å??????ä¸??½å????ï¼?601698.SHï¼?

???????¸ç?¹è??¥å??ï¼?é«?????????å¼????轨å????äº???ç½??°æ?¶ä»£

????äº?件ï????¸è??¥å????ï¼?ä¸???26?·å??????计å??è¿??¥é?å®?轨é??ï¼?å°??¨é??è¿??¨è½¨æµ?è¯???交ä?ä¸??½å????ï¼?以ä?ç®?称â?????¸â??ï¼?è¿??¥ç?????

?????¹è?ï¼?é«?????????äº???ç½??½å??è¿?ä¸?æ­¥æ???????????å°????????¨ä??¹çº¢???·å?强å??????å¹³å?°ï?使ç?¨ç?µæ????å­þ=?¨è???æ··å???¨è?设è?ï¼?使å???ä¸?????½½?´å?Kaé¢?段é???????ä¿¡è½½?·ã??该å????è¿?设è?äº?94ä¸??¨æ?·æ³¢??ï¼??????ä¸??½å?¨å????¨è¾¹?°å?ºå??æ°´å????ä¸?äº???ä¸???äº?????äº??¨å???°å?ºã??å¤?¹³æ´????°åº¦æ´??¨å???ºå??ç­?ï¼?è¦??????´å¹¿ï¼?ä¸????°ç???¡ä»¶???¶ã???³æ?ï¼????¸å·²?¥æ??17é¢??¨è½¨è¿??¥å????ï¼??¶ä¸­ä¸???26?·å????å°?ä¸?ä¸??½å?????°æ????ä¸???16?·å??????ä¸???19?·å????两é?é«??????????±å??为ç?¨æ?·æ??ä¾?é«?????ä¸?ç½???ä¿¡å??????äº???ç½??¥å?¥ç????¡ï?é«?????宽带???¡è?½å??大å???????

????è¶???bpsé«?????????å¼???????äº???ç½??°æ?¶ä»£???¹æ?????¸æ???²ï?é«???????????????©º????µ·??åº??¥ã???½æ???????ç­?è¡?ä¸??????????¡ç?¨æ?·æ??ä¾?é«?????ä¸?ç½???ä¿¡å??????äº???ç½??¥å?¥ç????¡ï?为边è¿??°å?ºæ??ä¾?å®??¨å??????è¦????´å¹¿??ä¿¡æ???è¾???段ã????ä»??计å???¸æ????»º??é«?轨å?å¸þB??ä¿¡ç?ç»?å°?ä¸??½å???ç½????¢è?????»º??ä½?轨ç?ç»?å½¢æ??????????ï¼?ä¸??¨é?¢å??空中??è¡?ä¸?è¿????äº?宽带??ä¿¡ç??巨大??æ±??¹é??????¸å·²?·å?????ä¼??¿ã??

????轨é??èµ?æº?+????èµ?æº?+ç»?ç½?????????è¿??¥ç?éª?+头é?¨å??·ç????群æ?¨å?¨å???¸å???????äº???ç½??°æ?¶ä»£??以æ?ºè½½äº???ç½?为ä?ï¼????¸å¹´??å·²å???½è??-737?ºå??交ä?é¦?ä¸??ºè½½??????ä¿¡ç?ç«????å¿????½è??-737??Ka??©ºäº???ç½?é£??ºè??¥æ?¹è???è¯??¶æ???ä¸??½æ??????å¸???????å¿??¨è?空中?¥å?¥ä???ç½?å·¥ä???å®??½æ?¹æ?å¾?æ±???è§?稿ã??ä¸?????计å??2022å¹´å?¨æ?ºé???¥å?¥ç©ºä¸????ç½?ï¼?è¿??»ä¸¤å¹´å??????å½±å??ï¼?è¿?åºþ=?????½è?ï¼?ä½??¹æ??¸­?½å??é£?é¢?æµ?ï¼???040å¹´ï?ä¸??½ç???ºé??è§?模å?è¾¾å??957?¶ï???????为å?¨ç????大ç???ºè½½äº???ç½?å¸??ºã??

??????èµ?建è?ï¼???好å???¸ä???é«?轨å??????ä¸??¡æ??å±??½å??ï¼???ä»??æµ?????022-2024å¹´è?¥ä??¶å?¥å????¸º27.42/29.48/33.0亿å??ï¼?å½?æ¯????©æ¶¦????¸º7.08/8.39/9.75亿å??ï¼?对å?EPSä¸?.17/0.2/0.23??/?¡ï?对å?PE81.1/68.46/58.88Xï¼?é¦?次è???ï¼?ç»?äº???ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?????èµ?产å???¼ã?????©é?æµ?ä¸?ä¼°å?¼ä?è¾¾é??????ºè½½ä¾?åº??¾å????

?????????¥å??ï¼?

??????ä¸??½å????ï¼?601698.SHï¼?ï¼????¸ç?¹è??¥å??ï¼?é«?????????å¼????轨å????äº???ç½??°æ?¶ä»£??ï¼?2023/2/24ï¼?

????????å¸?ç¼??·ï?S0550520020001

????08

????建æ??æ¿??³â????????åº??¥ï?603300.SHï¼?

????é«?空平?°ç?èµ?ä¸??¡å????¹¿??ï¼?è½»è?产å???©å???©å?

???????¸æ??¸º?½å??设å?ç§?èµ?é¾?头ä?ä¸?ä¹?ä¸??????¸å½¢??äº?é«?空ä?ä¸?å¹³å?°ç?èµ????¡ã??建ç????¤è?å¤?ç§?èµ????¡å???°ä?维修维æ?¤æ???¡ä?大æ?¿å??ä¸??¡å?å±??????¸ä??¡è???建ç?è¿?ç¨???ä¸??ºæ??????¿å???¸ä?????ï¼???ä¾??´ä?解å?³æ?¹æ??????¸å????è¿??¥é?空平?°ä?ä¸????°ä?维修维æ?¤æ???¡ç????ï¼????¥å?ä½???å¸?è¿?ç»´é?????

????稳å?ºä?ç»?è¡?ä¸??°ä?ï¼?è¿????°ä?维修维æ?¤é?????????äº??ºå»º??èµ???ä¸??????以å??????????ä¸????¨è?ï¼????½å»ºç­?ä¸?产å?¼ç¨³å®?å¢??¿ã??建è?è¦?æ±?????ï¼???以ç?代买????为è??¿ã?????¤ç³»ç»??¹é????¢æ??????æ­¥æ?¿ä»£æ··å????????ï¼???为æ???¤äº§???°é?å°?ï¼?æ­¤å?ï¼??¢æ???¤ç??æ¸?????ä¸?????????模æ?¶ç³»ç»??¹é?????模æ?¿ã?????£å??????¶é??æ­¥æ?¿ä»£?¨æ¨¡?¿å??ä¼?ç»??????¶ã?????¸ä¸º?°é???¢ç?èµ?ç»???è¡?ä¸?é¾?头ä?ä¸?ï¼?æ°??¨é??¸º???¸è???å¹´é??æ­¥å??å±????°å??ç±»ï????¸æ?¶è´­æµ?æ±???????æµ?æ±?粤顺??æ¹???ä»?æ³°ï???????模æ?¿å?????¶ä??¡ã?????¸ä?2019å¹´æ?å¼?è¿??¥å?°ä?维修维æ?¤é?????

???????¸æ???¡é?空ä?ä¸?å¹³å?°é??£ï?ç§????©å???é«?空平?°ä?ä¸?åº??¨å¹¿æ³?ï¼????°äº§?¨æ??å½±å??å°???è¿???å¹´é?空ä?ä¸?å¹³å?°ä???????é«???å¢??¿æ???¿ï?ä½??????½å??é«?空ä?ä¸?å¹³å?°ä??????¸è?ç¾??½æ????å¸??ºä??????¿ç©º?´ã?????¸ä?2019å¹´è??¥é?空ä?ä¸?å¹³å?°å??ºï?è¿?????????ºä»½é¢?ï¼????¸é?空ä?ä¸?å¹³å?°ä??¡ç»´??é«???å¢??¿æ???¿ã??????022å¹?????????¸ç?????é«?空ä?ä¸?å¹³å?°æ?°é??çª???.7ä¸??°ï?è¾?ä¸?å¹´æ???°å?1.2ä¸??°ã?????¸ä»¥??ä¸??¨å?°å?ºç??¹å??å¯?ï¼?ä¸?¥¿?¨å?°å?ºé???¹å??å¸?å¸?å±???为æ??导æ?¹å??è¿?è¡??¨å?½ç??¹å?å±???æ·±å????

???????¸æ?¨è?è½»è?产ã???°å???两大???¥ã??é«?空ä?ä¸?å¹³å?°ç?èµ?è¡?ä¸?å±?äº???èµ?产è?ä¸????¸è?äº?ä¸??ä¼?ä¸?ï¼????¸é??è´?????????èµ??????´å?·ä??¿ã?????¸å¤§???¨è?è½»è?产模å¼??????¸å?¨é?空ä?ä¸?å¹³å?°é???¹æ?¨è???è½????è½»è?产模å¼?ï¼????¶ï????¸ç§¯??å¼?å±???ä½????¸æ¨¡å¼?ï¼?ä¸?ä¸??³å??????ä½?ï¼??????ºè½»èµ?产æ????项ç????æ­¤å?ï¼????¸ç§¯??å¸?å±??°å???ï¼???????项ä??¡ã??

????ç»´æ?????¸â??ä¹°å?¥â??è¯?级ã??é¢?计å????022-2024å¹´å??°å?æ¯????©æ¶¦6.6??8.8??11.5亿å??ï¼???æ¯?å¢?32ï¼???33ï¼???32ï¼?ï¼?对å?ä¼°å??3??10??8????

????é£??©æ??示ï?ä¸?游é??æ±?ä¸???é¢???ï¼?ä¸?绩é?æµ???ä¼°å?¼å?¤æ???è¾¾é?????

?????????¥å??ï¼?

??????????åº??¥ï?603300.SHï¼?深度?¥å??ï¼?é«?空平?°ç?èµ?ä¸??¡å????¹¿??ï¼?è½»è?产å???©å???©å???ï¼?2023/01/04ï¼?

????????å¸?ç¼??·ï?S0550522070002

????09

????建æ??æ¿??³â??????å¨?丽è??ï¼?002918.SZï¼?

????2022å¹´ç?????¿å??ï¼?2023å¹´ä?绩å?¼å???å¾?

????äº?件ï????¸å??å¸?ä¸?绩é???ï¼?é¢?è®?022å¹´å?¨å¹´å®??°è?¥ä??¶å??0-68亿å??ï¼???æ¯???ä½?2.67ï¼?-14.12ï¼?ï¼?é¢?计å?¨å¹´å½?æ¯????©æ¶¦ä¸?3.2亿å??~-4.6亿å??ï¼???æ¯?ä¸?å¹´å??201.64ï¼???46.1ï¼?????Q4å®??°æ?¶å??3.06-21.06亿å??ï¼???æ¯?-36.6ï¼?~2.3ï¼?ï¼?å½?æ¯????©æ¶¦0.5~-0.9亿å??ï¼??£é?????©æ¶¦0.35~-1.05亿å????

?????¹è?ï¼?Q4ä¸?绩æ?¿å??ï¼?????????以å???°äº§?°å?¨å½±????2022å¹´æ???½å?°äº§ç«£å·¥?¢ç§¯??æ¯?ä¸???15ï¼?ï¼?并ä?2022å¹?4?¨å?½å???°ç???©æ????½å·¥ä»¥å??è£?ä¿????°ç?????¾å???å½±å??ï¼?对å????oBä¸??¡ç????è´§ã??Cç«??ä¿????¶å?¥ç¡®è®¤é????ä¸?å®?å½±å??ï¼??¶æ?ï¼?2022å¹´å????ºå?¡è?çºþ>???¿å?°äº§ä¼?ä¸???ç»????ï¼?é¢???è¿?çºþB??©æ?©å¤§ï¼????¸å????¼è¿¹è±¡æ???¾ç??客æ?·æ??ä¼?计å????è§?å®?计æ??ä¿¡ç?¨å???¼æ??失ï?对å???©æ¶¦????ä¸?å®?å½±å??ï¼??þ@?ï¼?2022å¹´è?½æ??????????¸å?³ç??产æ????¤§å¹?????ï¼???ç´???©ç????ä¸?è¿°å?????±å??导è??4?©æ¶¦??ä¸?????

????ä¸??¡ç???ç§???è°??´ï?????ç»??¥è´¨???©æ?¨å????ç»???å±???2022å¹´å???°æ?¿å?°äº§?´ä?ç»??¥ç?¶å?µä?ä½³ç??å½±å??ï¼????¸ç§¯??è°??´ä??¡ç???ï¼?ç»???æ¸???延续ä¸?æ²?ç­??¥ï?å¼???空ç?½å??ºï?é¢?è®?022å¹´å?¨å¹´ç»???æ¸????¥ä??¶å?¥æ????å¢??¿ã????è§?????oBä¸??¡é????审æ??ç­??¥ï?主å?¨æ?¶ç¼©?¨å??é£??©è?大ç???°äº§å®¢æ?·è???ï¼??½ç?¶é?????°äº§ä¸??¡æ?¿å???¶å?¥ä???ä½?ä¿?è¯?äº????¸ç????款质??以å???°é??æµ???稳å?¥è?è¡?ï¼?为å??ç»????¸ç???¥åº·??å±?å¥?å®??ºç???

????????è¡?ä¸?????ï¼?2023å¹´ä?绩å???????·ç??ä¸?游å??¨å?ºæ????竣工ç«?????023å¹´ç?å·¥é?¢ç§¯å¢????¢å???ï¼?ï¼???2023å¹´å?°äº§??æ±?è¾?2022å¹´æ??è¾?大å?åºþ=?¹å?????þ@?ï¼?????对ä?2022å¹´å?B??Cç«???¡ç????ç´????023å¹´ä?å°?大å???å¼±ï????¶ç?è¿?2022å¹´å???¸ç§¯?????????ï¼???ä»??为å????023å¹´ä?绩æ????å¿???å¢??¿ã??

????é£??©æ??示ï?åº??¶è´¦æ¬¾å???¶ä???é¢???ï¼?ä¼°å?¼ä????©é?æµ?ä¸???é¢?????

?????????¥å??ï¼?

????????å¨?丽è??ï¼?002918.SZï¼?ï¼?2022å¹´ç?????¿å??ï¼?2023å¹´ä?绩å?¼å???å¾???ï¼?2023/1/20ï¼?

????????å¸?ç¼??·ï?S0550522070002

????10

??????ä¿¡å?²å??????????å·¥å????688282.SHï¼?

????Q3ä¸?绩æ?¿å??ï¼??°é??æµ??¶å?µæ?¹å??

????äº?件ï????¸å??å¸?2022å¹´ç?ä¸?季度?¥å??ï¼?2022å¹´å??ä¸?季度???¸å??°è?¥ä??¶å??.92亿å??ï¼?YoY-22.38ï¼?ï¼??£é??å½?æ¯????©æ¶¦0.43亿å??ï¼?YoY-22.16ï¼???æ¯??©ç??37.49ï¼?ï¼???æ¯?????0.94pctï¼??´ä?ä¸?绩å??????ç­???ç´?导è?´ä?åº??¾ç´§å¼?å¸þ=?¥ç?????¶æ??§æ?¿å????

????????????产ç?ç»?ç­???ç´??´ä?绩æ?¿å??ï¼??°é??æµ??¶å?µæ?¹å??????季度?¥ç??ï¼?????022Q3å®??°è?¥æ??.56亿å??ï¼?YoY-44.81ï¼?ï¼?主è?ç³»ç??????ä¸?级é??å¥???ä½???产ç?ç»?ä¸???é¢???ç­?å½±å??ï¼?å½?æ¯????©æ¶¦0.21亿å??ï¼?YoY-10.44ï¼??????©è?½å???¹é???????3??å­£æ??©ç??36.96ï¼?ï¼???æ¯?ä¸?æ»?2.09pct??è´¹ç?¨ç??¹é??????¸å??ä¸?季度管ç??è´¹ç?¨å??æ¯?å¢???76.87ï¼?ï¼?主è?ç³»æ???ä¸?å¸?ä¸?????¡è´¹?????¾ä?å¸?å¥??????´ã??Q3??季度ç»??¥æ´»?¨å???°é??æµ??¥å??æ¯?????44.13ï¼?ï¼??°é??æµ??¶å?µæ?????¹å????

??????????¿ç??ºï???贸产??é¢?计年åº?å®????????¸æ?¸å??¢é???±è??äº???äº???工大å­þ

????精确?¶å?æ­þ@?¨é??æ±???ç¡??ä¸?游å??ºç©º?´æ????å¿???å¢??¿ã??äº???大中??ç¡????ºâ???¨é?¢å??强ç??µå???ï¼???é«?人æ???????èµ¢è?½å??????究æ???¡ä¿¡?????ºè?½å????äº??¹ç?¹è?å¾???ç­?ï¼?è¿????精确?¶å?æ­þ@?¨å?·å????????精度é«???å°?ç¨?è¿???ä¼??¿ï??¨æ???¥æ???ºç???ä¸?????°å?????精确æ¯?伤ï?????»·?¼æ??é«?ï¼??¨å?????°ä»£??建è?ä¸????ç»???????ä¸?游é??æ±??¨å?¨ä????¸ä?为å???¨æ???§å???³»ç»?é¢???????????å®??°ä?绩快??å¢??¿ã??

???????©é?æµ?ä¸???èµ?建è?ï¼???å·¥å??????½å?????¨æ???é¢???ä¼?ä¸?ï¼?????ä¸?游é??æ±????????¸å??¨ä»¶??纤é???ºä»ª??º§å¸þ=?¥æ?????¹å??ï¼????¥æ??????????????¿å?¨è?ä¸????åºþ=?????¶æ???å¼??¿æ?????¿ç©º?´ã??é¢?计å????022-2024å¹´å??°è?¥æ??.34/5.93/8.84亿å??ï¼?å®??°å?æ¯????©æ¶¦0.89/1.94/3.03亿å??ï¼?对å?EPS1.01/2.21/3.44??ï¼?ä¸?è°??³â??ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?ä¾?åº??¾é??©ã??å®??¹é¡¹???¨è?ä¸???é¢???

?????????¥å??ï¼?

????????å·¥å????688282.SHï¼?ï¼?Q3ä¸?绩æ?¿å??ï¼??°é??æµ??¶å?µæ?¹å????ï¼?2022/11/01ï¼?

????????å¸?ç¼??·ï?S0550522080003

????11

?????»è?????©å??å®??¾â????è¿????»ç??ï¼?300396.SZï¼?

????????ä¼?ä¸??????°æ´»??ï¼?????æ¶?????????è½?©±?¨ä?å¢???/STRONG>

????è¿????»ç??ä½?为å??æ¶þ@?»è??¤§?¥åº·?¿å??????»ç???¨æ?å·¥ä?å¹³å?°ï?äº???????å½¢æ??ä¼??¿ä?è¡¥ã????æ¶þ@?»è?????»ç???¨æ?ä¸??¡æ?¿å?????þ???»ç???¨æ???????ï¼?2022H1??æ¶þ@?»è???¨æ?ä¸??¡æ?¶å??43亿ï???æ¯?å¢??¿çº¦39ï¼?ï¼?????æ¶þ@?»è???»æ?¶å??1ï¼????????¶ç¼ºå°??»ç???¨æ?å·¥ä??¶é????è¦??¿å??ï¼???è¦?对ç?¸å?³è?产è?è¡?è¡¥å??å¸?å±?ï¼?è¿????»ç??ä½?ä¸?VDä¼?ä¸?æ£?æµ?项ç????¨ã??综å??ä½?å¤?è¯????è´¨æ????ï¼?????对å??æ¶þ@?»è?????»ç???¨æ?å¸?å±?å½¢æ?????©è¡¥????

?????????ºå?¶å??°æ?¹æ???§ç???¹é?©ï????¥æ?¾é??????????æ¶þ@?¥ä¸»??ï¼????¸é??????¥è½¬??为主?¨è?¥é??驱å?¨å??ï¼?主è?表ç?°å??????¸å???ç»??????°é?????¹å??ç»?????ç»???ï¼?2022å¹´ä???å¹´å·²??å±?130ä½?家å?½å??é«?è´¨é??ç»?????ï¼?为å???ä¸??²å?»é?¢å??ºæ??ä¾?æ¡¥æ?ï¼??½å??????¸­å¿??±é?¿æ?¥è??´è?³å??äº??å½¢æ??äº??¿æ?¥ï???产å?ºå?°ï?+??äº???½å???¥é??ä¸??ï¼?+æ·±å?³ï??½é???¥é??ä¸??ï¼????´ä?å¸?å±?ï¼?å®???äº????¸æ²»??ä½?ç³»å???¥é??ä½?ç³»ç??è½?????级ã??2022ä¸???å¹´è?¥æ?¶çº¦5.15亿ï???æ¯?å¢???3.27ï¼?ï¼??????¹å??å·²å???·æ????ï¼??¿æ????å±?æ½??????¥å?????

????ä¼?ç»?产å??稳中??è¿?ï¼?äº??¹äº§??表ç?°è??¥½?????¸å??¡äº§çº¿å¿«????å±?ï¼?ä¼?ç»?尿液????????????????????æ¯???0ï¼?å·²ä?????0ï¼?+????????å¦?ç§?????????å®?éª?室ç?äº??¹äº§?????¥å??ºä¾¿?·å?认å???2022å¹´ä???å¹´å??¡äº§çº¿ä»ª?¨ç?å¢???è¶?è¿?100ï¼?????å­þ=?¾å???????äº??????????ï¼???????¥½ï¼???????å®?éª?室æ?¥æ???¨é?¨è??¸»?¥è?产æ??ï¼??·æ??ä»·æ?¼ä??¿ã?????¸å·¥ä¸?ç«????æ¶þ=???¡ç????¨å????主æ?¨äº®?¹äº§??ï¼???ä½?空é?´æ???巨大ä¸???ç»????å¸þ@?¨å?????????

????é¢???å¸?å±??½é??å¸??ºï?æµ·å???æ¯???ç»?????????¸å?å±?æµ·å?å¸???2å¹´ï??¨æ³¨???¨æ????å­????¸å»ºè®¾æ?¹é?¢æ??ä¸?å®??ºç????½é???¶å?¥æ??ç»???¿ï?æµ·å??¶å?¥å??æ¯?ä¸?????é«?ï¼?2022H1æµ·å???æ¯?36ï¼?ï¼??½é???¶å?¥å???5.04ï¼?ï¼??¶ä¸­ä¿?ç½???????ä½???æ³°å?½ã?????³å?¶ã??巴西???°åº¦ç­?å¸??ºå??????¾ï?æµ·å??ºå???§å??¨ä?åº???建ç?????为å???¸ä?绩带?¥æ?°ç???¹ã??

???????©é?æµ?ï¼?é¢?计å????022-2024å¹´å??°æ?¶å??1.8/15.79/21.10亿å??ï¼?å½?æ¯????©æ¶¦2.67/3.21/3.88亿å??ï¼?对å?æ¯??¡æ?¶ç??ä¸?.97/1.17/1.41??/?¡ã????ä»??为ï????¸ä»ª?¨äº§??ä¼?è´¨ã??ç»?ç«??éª?项ç?????广ï?解å?³é???????¹å???·æ???¿æ????å±?æ½???ï¼?é¦?次è???ç»?ä¸????¸â??ä¹°å?¥â??????èµ?è¯?级ã??

????é£??©æ??示ï?ä¸?绩é?æµ???ä¼°å?¼å?¤æ???è¾¾é???ï¼?????大å???ä»·é??©ç?

?????????¥å??ï¼?

??????è¿????»ç??ï¼?300396.SZï¼?ï¼?????ä¼?ä¸??????°æ´»??ï¼?????æ¶?????????è½?©±?¨ä?å¢??¿ã??ï¼?2022/10/31ï¼?

????????å¸?ç¼??·ï?S0550521080003

????12

?????»è?????©å??å®??¾â?????ºç????ï¼?2273.HKï¼?

?????¶è´­ä¸?æµ·æ????¨å?ï¼?å¤?延æ?©å?é¢?????æ­¥å????/STRONG>

????äº?件ï?11??15?¥æ?????¸å??å¸?????ï¼?ä»?200ä¸???为å?ä»·æ?¶è´­ä¸?æµ·å??è¯??¤ç????00ï¼??¡æ??ï¼?ä»?446ä¸???为å?ä»·æ?¶è´­??????????½è???100ï¼??¡æ????ä¸?æµ·å??è¯??¤ç???¢å»ºç­??¢ç§¯è¶?2000å¹³æ?¹ç±³ï¼?设æ??åº?ä½?100ä½?å¼?ï¼???????????½è?????èº?¸º?¹å???¥å???§å±±é¦?ï¼?建ç??¢ç§¯è¶?1000å¹³æ?¹ç±³ï¼?å·²ç??¥é??å¹´ã??两å????·æ??å®??¹å?»ä?èµ?è´¨ã??æ­¤å?ï¼?10??10?¥å???¸å??å¸?????ï¼?ä»?370ä¸???为å?ä»·æ?¶è´­???大å??ä¸??»é?¨è???3ï¼??¡æ??ï¼?并å??å¾?100ï¼?ç»??¥ç??????????大å??ä¸??»é?¨è??¨å»ºç­??¢ç§¯çº?000å¹³æ?¹ç±³ï¼??°æ??ä¸??»å?80ä½???ï¼??¶ä¸­?????½å?级ã????级ã??å¸?级å??ä¸??»ï??¨å?å·²ç??¥é??5å¹´ã??

?????¹è?ï¼?å¤?延æ?©å?é¢?????æ­¥å???°ï??°å??¨å??©å??ä¸?æµ·æ???ä¸??¡å?????????????ä»??为å???¸æ?°æ?¶è´­???¨å??¨å?????°ä????¸ç??å¤?延æ?©å?é¢???ï¼?2022å¹´è?³ä?å·²æ?°å?åº?5家ï??????¸å¹´??é¢???2022å¹´æ?°å?8家以ä¸??¨å?ï¼??¨ç????对并è´???»º?¨å?产ç??ä¸?å®???ç´????????ï¼????¸ç?¥ç?ºå??è¡?ï¼?????å®??°å¹´??é¢?????ä¸?海为???¸æ?¶å?¥æ????ç¬??ï¼?ä»?次ä?广深ï¼?ï¼??¶å?¥å???????ç¬??ï¼?ä»?次ä???äº???????¹å??å¸?ï¼????为å???¸ä?å¹?0???°è??¥ç????å¸????¶è´­?¨å????©ä???å±????¸å?¨ä¸¤????ä¸??¡ï????????¸å?????????ä¸??¶å?¥å??¿ã??

?????¿ç??¿æ???©å¥½ä¸??»è?ä¸?ï¼????¸å?å±??¿è???å±????¿ç?ç«??10??åº?ä¸???ä¸???¥®????????件å?ºå?°ï?以â??ä¿?è´¨ã????级ã??稳ä???为中å¿????³ï?ç¡??ä¼?è´¨ä?ä»·ã??10??????????äº???ä¸??»è??ºº????å±?è§??????°å??ï¼?ä»?ä¾?ç»?ç«??©å¥½ä¸??»è?ä¸???å±??????¸ç?ï¼?11?????¸ä?ç£?å®??¿æ?¿å???æµ?æ±????§ã??æµ?æ±?ä¸??»è?????¢ç?ç½²æ??¶å??è®??设ç?10亿å??ï¼?é¦???5亿å??ï¼?ä¸??»è??º§ä¸???èµ??ºé????10?????¸æ?¶è´­???大å??ä¸??»é?¨è?????°è??¥æ????°å?ºã??9?????¸å????¡æ??æ¿??±æ??¶å??è®??????ç»?å®?èµ?æ·±å?»å?ä¸????¸é?å¹²ã??

???????©é?æµ?ï¼??´ä????¸å??è¶??????»è?½å??ä¸?å¼??°æ?©å??½å??ï¼???ä»??计å????022-2024?¥ä??¶å?¥å????¸º16.8/21.9/28.4亿å??ï¼?对å?å½?æ¯????©æ¶¦????¸º1.85/2.57/3.57亿å??ï¼?对å?PE????¸º45X/32X/23Xï¼?ç»´æ????ä¹°å?¥â??è¯?级ï?????ä»?4.4æ¸?????

????é£??©æ??示ï???????ç»???©ã??ä¸??»æ?¿ç?é£??©ã??å¤?延并è´????é¢?????ä¸?绩é?æµ???ä¼°å?¼å?¤æ???è¾¾é???ç­?

?????????¥å??ï¼?

???????ºç????ï¼?2273.HKï¼?ï¼??¶è´­ä¸?æµ·æ????¨å?ï¼?å¤?延æ?©å?é¢?????æ­¥å???°ã??ï¼?2022/11/17ï¼?

????????å¸?ç¼??·ï?S0550521080003

????13

?????»è?????©å??å®??¾â?????¥ä?ä½³ï?605266.SHï¼?

????å¤?延稳?¥å????强å?²ï??¨æ??????¡è???????¾æ????

????äº?件ï??¥ä?ä½³è?????å¸?2022å¹´å??å¹´æ?¥ï??¥å?????????¸å??°è?¥ä??¶å??0.06亿å??ï¼?+26.34ï¼?ï¼?ï¼?å½?æ¯????©æ¶¦0.88亿å??ï¼?-28.16ï¼?ï¼?ï¼??£é??å½?æ¯????©æ¶¦0.92亿å??ï¼?-21.37ï¼?ï¼???ä»???äº?季度?¥ç??ï¼?å®??°è?¥ä??¶å??5.56亿å??ï¼?+28.33ï¼?ï¼?ï¼?å½?æ¯????©æ¶¦0.59亿å??ï¼?+1.53ï¼?ï¼?ï¼??£é??å½?æ¯????©æ¶¦0.57亿å??ï¼?+0.50ï¼?ï¼???

?????¹è?ï¼?å¤?延å??¿ç¨³?¥ï??°å???次æ?°å???步贡???¥æ?¶ã??????¥å??????????¸å?»è???¶å?????2986家ï?+38.4ï¼?ï¼?ï¼?2022å¹´ä???å¹´é?¨å???å¢?239家ï??¨å?å¢???ç»´æ??稳å?ï¼?-8.8ï¼?ï¼????¶ä¸­?°å???次æ?°å?1,113家ï???æ¯?çº?3.90ï¼???äº?季度ï¼??°å???次æ?°å?对æ?¶å?¥å??¿ç??è´¡ç????æ­¥æ?¾ç?°ï??????¨å?稳å?¥å??¿ï??¥ä??¶å??28.33ï¼?ï¼????????4.05ï¼??????¸æ?°å???次æ?°å???æ¯?é«?ï¼????¥å??¨å??强ï???好æ?°å?è½???åº??»è?ä¸?å®??°è?¥å?©å??å¢???

????????强å?²ï?ä¸?¥¿??????æ¯?é½??????»è???¶å????¡å??°æ?¶å??6.53亿ï?+27.81ï¼?ï¼?ï¼?æ¯??©ç??34.49ï¼?ï¼?+0.59pctï¼????¥å?????????¸æ?´ä?æ¯??©ç???¥æ??????ï¼?主è?ç³»å???¸é??è¿???ç±»è???è°??´ï?ç§????¿æ?¥é?¢å??顾å?å¤?æµ??¿æ??è¶??¿å¸¦?¥ç??å¢???ä¸??¡ï??¨å?¨å??¹è??????å¤??¹è???????å¿???¿ï?+32.24ï¼?ï¼?????æ¯?????ï¼?+3.24pctï¼????´ã??ä»??·ä???è§???ï¼?ä¸?¥¿???????9.89亿ï?æ¯??©ç??30.45ï¼?ï¼?+0.94pctï¼?ï¼?ä¸?????å®???.13亿ï?æ¯??©ç??45.61ï¼?ï¼?+0.94pctï¼?ï¼??»ç???¨æ?å®???.07亿ï?æ¯??©ç??45.54ï¼?ï¼?+1.43pctï¼?ï¼?ä¸???年中西æ??????¿æ??å¿??å¢???è¾?8.28ï¼??????¸ç§¯???¨è?ä¸?å·¥ä?æº?头深åºþ@??ä½?ï¼?????OEM???????¶ä?综å??æ¯??©è?é«???????????æ¯?ï¼?大å??å¼?è¿?è´´ç??????ï¼?çºþ@??12.74ï¼?ï¼?????????ä½??¥å????????ä¸?游工ä¸??°ç???å¤?ï¼????¸å?»è???¶å??????ä¿?????æ¯?é½??????¿ã??

???????¸æ?¢ç´¢?¨æ???ç»??¥æ?¹å?ï¼?线ä???ç»??æ²??¿å??å¸??ºï?线ä?B2C+O2O???¸é©±?¨ã????好å???¸çº¿ä¸?线ä??¨æ??????¡è????å¸þ=?¥æ?°ç??ä¸?绩å??¿ç?¹ã??

???????©é?æµ?ï¼????¸å????å¤?延ä???????ï¼?ä¸?绩表?°å??好ã????ä»??ºæ??»´??æ­¤å??é¢?æµ?ï¼?é¢?计å????022-2024å¹´å??°æ?¶å??4.19/80.43/96.62亿å??ï¼?å½?æ¯????©æ¶¦3.09/4.02/4.87亿å??ï¼?对å?æ¯??¡æ?¶ç??ä¸?.12/4.05/4.9??/?¡ã??综å??è¡?ä¸?å¹³å??ä¼°å?¼æ°´å¹³ï?ç»´æ????å¢?????????èµ?è¯?级ã??

????é£??©æ??示ï?ç»?æµ?ä¸?è¡?é£??©ã??ä¸?绩é?æµ???ä¼°å?¼ä?è¾¾é???????????å¤?é£??©ç?

?????????¥å??ï¼?

???????¥ä?ä½³ï?605266.SHï¼?ï¼?å¤?延稳?¥å????强å?²ï??¨æ??????¡è???????¾æ??????ï¼?2022/09/06ï¼?

????????å¸?ç¼??·ï?S0550521080003

????14

?????µæ?°é?©é????????èµ·å??µç?ï¼?605222.SHï¼?

???????¼è???è½»è?ä¸??µï?é£??©é?¿å??¾ç?¼é??

????äº?件ï????¸å??å¸?2022å¹´ä?å­£æ?¥ã??2022Q1-Q3???¸å??°è?¥æ??46.06亿å??ï¼???æ¯?å¢???2.94ï¼?ï¼?å½?æ¯????©æ¶¦3.08亿å??ï¼???æ¯???å°?39.53ï¼???2022Q3???¸å??°è?¥æ??4.42亿å??ï¼???æ¯?å¢???8.09ï¼?ï¼?å½?æ¯????©æ¶¦374.77ä¸???ï¼???æ¯???å°?97.79ï¼???

?????¹è?ï¼?????å½±å????????ä»·æ?´è?ï¼????¸ä?季度ä¸?绩æ?¿å????2022Q3???¸æ??©ç??6.21ï¼?ï¼????-3.20pctï¼????©ç??0.12ï¼?ï¼????-3.3pct??2022Q3?©æ¶¦ä¸?æ»?????å¦?ä¸?ï¼?ï¼?1ï¼?ä¸???å¹´å??ä¸?æµ·ç??????å½±å??ï¼???产交ä»??ºç?°é???ï¼?ï¼?2ï¼???ç¼?主è???????????ä»·æ?¼å¤§å¹?æ³¢å?????ä»·è?å¹???大è?è¿?30ï¼?ï¼?导è?´å?è´§å???¼ï?ï¼?3ï¼??¡æ??æ¿??±è´¹?¨æ????å¢???ï¼?????´¹?¨å?????????¥å??¿ã??

???????¼è???è½»è?ä¸??µï????¥ä??¡å?¨é?¢å??好ã??2022Q3?ºæ??·²?°è¾¾ä¸?绩å???????????¸æµ·ç¼??¿å????å¿????¨è?ï¼?æµ·ç?订å??å¿???å¢??¿ï???å¹´æµ·ç¼?产è?½æ??????满ï????¥ä?绩å?¨é?¢å??好ï?ï¼?1ï¼?å·²è?·å?æµ?æ±????½è????35KV平价海ç?订å??çº?亿å??ï¼?ï¼?2ï¼?ä¸?æµ·ä?峡é??å±???300MWæµ·é?12??å¼?å§?????ï¼?????çª???20KV主ç?ï¼?ï¼?3ï¼?广西海ç??ºå?°å¹´åº?å¼?å·¥ï?ç«?å¡???产线设å?å·²æ????é¢?å®?ï¼?2024å¹´å????æ­¥æ??产ï?2023å¹´å??广西2.7GWæµ·é???ç»?????ï¼???????0亿å??+æµ·ç?订å??ï¼?ï¼?4ï¼?ç§?????å±?æµ?æ±??°å?项ç????å±±ä?é¾??£å?????±é¡¹????æ²³å???¹å??¸é¡¹???ï¼??????·å???¨å??æµ·ç?订å??ï¼?ï¼?5ï¼?ç¾?洲海ç¼?订å???°å?çº?.8亿å??ï¼????¥æ?????´äº¿??

???????????¥å??大ï?é«???æµ·ç?è¿?å±?è¿????????¸å·²?¥æ??é«???æµ·ç??????¨å?ï¼???????产ç?éª?ä¸?足ï?稳å??§æ??å¾?????ï¼?????220KV??330KV?µç?å·²é??è¿?????è¯?éª?ï¼?è¿???ä¹??¨æ?»å??±525KV???§ç?´æ?æµ·ç????¶è½¯?¥å¤´ï¼?该项???³æ?¥ä?å®???å¸????¾é???项ç???以è??å¸þ=?°ï???è§????¹å?»æ?°ç??æµ·ç?????ºº??ï¼?å¢?强å???¸äºº???¨å???????

???????©é?æµ?ï¼?广西+ä¸?æµ·æµ·é£?å¿????¨è?ï¼????¸æµ·ç¼?ä¸?绩æ??????????è°??´ç???©é???ï¼?é¢?计å????022-2024??å½?æ¯????©æ¶¦????¸º5.03/8.58/11.19亿å??ï¼?å½????¡ä»·å¯¹å???PE????¸º23/ 14/10????æµ·ç?产è?½é????©å?ï¼?ç»?äº?????023E????0??PEä¼°å?¼ï?ä¸?è°?????ä»·è??1??ï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?æµ·ç???å±?ä¸???é¢???ï¼????©é?æµ?ä¸?ä¼°å?¼ä???é¢???

?????????¥å??ï¼?

??????èµ·å??µç?ï¼?605222.SHï¼?ï¼????¼è???è½»è?ä¸??µï?é£??©é?¿å??¾ç?¼é????ï¼?2022/11/02ï¼?

????????å¸?ç¼??·ï?S0550521120001

????15

?????µæ?°é?©é????????å¨??¾ç?µæ?ï¼?688226.SHï¼?

?????¡æ??æ¿??±æ³¨?¥å?¨å??ï¼????¨å????é½?头并è¿?

????äº?件ï?11??15?¥ï????¸ç?±ä?2022å¹´é???¶æ?§è?¡ç¥¨??äº??¡ä»¶å·²ç???å°±ï???????æ¿??±å?象é?次æ??äº????¶æ?§è?¡ç¥¨???????äº????¶æ?§è?¡ç¥¨?°é??136.5ä¸??¡ï??±æ??äº?人æ??53人ï???äº?ä»·æ?¼ä¸º12.01??/?¡ã????ä»??为å???¸é??è¿????¶æ?§è?¡ç¥¨å¯¹æ?¸å???å·¥è?è¡?æ¿??±ï????©ä??????¸å??¢é?????????????¸æ?¸å?ç«?äº???ï¼?强å?????¸å?¨æ?线è?ä¸???é¾?头å?°ä?ï¼?并å?©å????å±???å¸þ@???¨è?½ç?æ½???ä¸??¡ã??

????è¡?ä¸??°ä?稳å?ºï?æ¯?线ä??¡ç¨³å®?å¢??¿ã??ä½?为å?½å??é¢?????æ¯?线å?¶é????ï¼????¸ç??æ¯?线产??å·²å??¨ä??½å?ä½??²å?ºï?é¸?å·????æ¸???澳大桥ã????äº?¤§?´å?½é???ºå?ºã??ä¸?æµ·ä???????广å?äº?è¿?ä¼??ºé?ç­?å¤?项å?½å????¹å·¥ç¨?ï¼?并è???äº?æ´²ã??大æ?æ´²ã????ç¾?æ´²ã????æ´²ã??欧洲ç­?40å¤?ä¸??½å????°å?ºã??????æ¯?线车?´æ?ºè?½å????级æ?¹é??项ç?????¨è?ï¼?æ¯?线ç??产å?¶é??æ°´å¹³å¾??°ä??????ï¼?æ¯?线ä??¡é?计å?为å???¸è´¡????ç»?¨³å®???ä¸?绩ã??

????深度ç»?å®?客æ?·ï???å¸þ???¡å??????å±??????¸æ·±????ä¼???å¸þA?ä¸?å¤?å¹´ï?ç»?è¿???ç»?????????èµ?æº?ç§?´¯ï¼??????¨è?ä¸???å·²ç??·å?è¾?强ç?äº?ä¼??¿ï?ä¸?游å??·æ·±åºþ>?å®????ºã???¶æ¾³???¶ç???天å????RECç­?头é?¨ä?ä¸?ï¼???è¿?ç»?å®?ä¸?游å??·ï??¨å??ä¼???æ±???ç»??ºç?????????ï¼????¸ç????å¸þ???¡æ????继续??????å±???

????å¸?å±??¨è?½ä??¡ï???????为æ?°å??¿æ???????¸ç????ç§???å¸?å±??¨è?½ä??¡ï??¸å?³äº§çº¿å·²ç»???步建设å???ï¼?并æ??ç»????ä¸?游å??·ï??????°å?¨ç???¨è?½è??ºå?äº?é«???å¢??¿é?¶æ?ï¼???å¹´æ?°å?è£??ºæ????å®??°ç¿»??ï¼???æ­¤å???¸è?½ç?¶èµ·æ­¥ç???ï¼?ä½???è¿?ç§?????ä¸??¡å?å±?ä»??¶æ????äº???è¡?ä¸?é«????å¸þ=?¥ç??红å?©ã??

???????©é?æµ?ï¼?æ¯?线ä??¡ç¨³å®?å¢??¿ï???å¸þ???¡å?¨æ?°æ????¿­ä»£ä¸­??????æ­¥æ??é«?份é?ï¼??¨è?½ä??¡é?计è?½å????äº???è¡?ä¸???å±?红å?©ã????ä»??计å????022-2024å¹´å??°å?æ¯????©æ¶¦0.90/1.51/1.90亿å??ï¼?对å?PEä¸?8/ 29/ 23????é¦?次è???ï¼?ç»?äº?2023å¹´ç????0??PEä¼°å?¼ï?????价为38.7??ï¼?ç»?äº???ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï?ä¸?游å??·å???ä¸???é¢???ï¼????©é?æµ???ä¼°å?¼å?¤æ?????é¢???

?????????¥å??ï¼?

??????å¨??¾ç?µæ?ï¼?688226.SHï¼?ï¼??¡æ??æ¿??±æ³¨?¥å?¨å??ï¼????¨å????é½?头并è¿???ï¼?2022/11/30ï¼?

????????å¸?ç¼??·ï?S0550521120001

????16

?????µæ?°é?©é?????????ºå???µæ?ï¼?002169.SZï¼?

????é«???大å?¨å??è¡???ï¼????©è?½å??????????

????äº?件ï????¸å??å¸?2022年中?¥ï?2022H1???¸å??°è?¥æ??.03亿å??ï¼???æ¯?å¢???2.39å½?æ¯????©æ¶¦-2.07亿å??ï¼???æ¯???å°?128.75ï¼?ï¼??£é??å½?æ¯????©æ¶¦ä¸?1.3亿å????æ¯???å°?132.28ï¼???????022Q2?¥æ??.14亿å??ï¼???æ¯???å°?9.16ï¼?ï¼?æ¯????©æ¶¦0.03亿å??ï¼??£é??å½?æ¯????©æ¶¦ä¸?0.63亿å????

?????¹è?ï¼???????ä»·æ?¼ä?æ¶??æ¯??©ç??ä¸?æ»???2022H1?°å??½æ???????产å???¥æ??.58??ï¼???æ¯?+4.67ï¼?ï¼?综å???½æ????¡è?¥æ??.45亿å??ï¼???æ¯?-1.10ï¼????°å??½æ??????产å??æ¯??©ç??ä¸?.45ï¼?ï¼???æ¯?-10.29pctï¼?综å???½æ????¡æ??©ç??10.04ï¼?ï¼???æ¯?-5.72pct??2022H1?????¢æ??ç­???????ä»·æ?¼é?ä½?è¿?è¡?ï¼???æ±?ä»·æ?¼æ¶¨å¹?é«?è¾?0ï¼?ï¼??¥ä????????导è?´æ??©ç??ä¸?è¡????????¸å?大å?????ä»·æ?¼å???½ï????¸ç??æ¯??©ç??????è¿??¥ä¿®å¤???

????????ä»·å?¼æ³¢?¨å½±???©æ¶¦ï¼?????ç¼?解æ?¨å?¨è?¥æ?¶é?å¢??????¸å???¡ç????ç½??½è?¡ä»·??è¾?大è?å¹?ï¼?????ä»·å?¼å???¨å??å°????¸å????©æ¶¦??2022H1???¸å????ç½??½æ?5278ä¸??¡ï????³æ?¥å??????????5510ä¸??¡ï????¥å??ç½??½æ??¡ä»·?¨å????¸å?©æ¶¦?²å?»å??¾è????ä½???ä¸???å¹´ç????å½±å???°è?½æ?项ç??????????å¼?工建设ï???????????ç¼?解ï?项ç??»ºè®¾æ????????ï¼????¸ç???¥ä??¶å?¥æ??é«?å¢???

????é«???大å?¨å????ä¼??¿ï?å¸??ºç©º?´å¹¿????é«???级è??大å?¨é??è¿??µå???µå????????????°æ?¥æ????è§?模å???µè?????åº??¨ç????????å®??¨æ?§ã???¸è?äº?ä½???大å?¨é???级è??大å?¨ç???»å????????¶é????????ä½?10ï¼?ï¼????¾å¾ª??????ä»?86ï¼?????1ï¼?ï¼??µè???©ç?¨ç??????15ï¼???é«???级è??大å?¨å?¼å?·ç?æµ??§å??????ï¼?????为æ???¥å¤§?¨ç??主æ?è·?º¿?????¸ç?????·å?1.2GWh???¨è?½äº§?½ï?ä»?å°???å¢???1.5GWhï¼?2.7GWh产è?½å?åº?40亿产?¼ã?????¸è?·å?å¤?ä¸??亿ç??大å?¨è???ï¼?大å?¨æ?¾é??????ï¼????¸æ?????·å?ä¸?????å¸??ºä»½é¢???

???????©é?æµ?ï¼?ä¼?ç»?主ä????©ä¿®å¤?ï¼?é«???大å?¨è´¡???绩å?????é¢?计å????022-2024å¹´ç??å½?æ¯????©æ¶¦????¸º-0.5/ 2.15/ 4.37亿å??ï¼?å½????¡ä»·å¯¹å???2023-2024å¹´ç??PE????¸º42/21????é¦?次è???ï¼?ç»?äº???å¢?????è¯?级ï?ç»?äº?????024E????3??ä¼°å?¼ï?????ä»?2.58????

????é£??©æ??示ï??¨è?½æ?¾é??ä¸???é¢???????????ä»·æ?¼æ??ç»??涨ã??ä¸?绩ä???é¢???

?????????¥å??ï¼?

???????ºå???µæ?ï¼?002169.SZï¼?ï¼?é«???大å?¨å??è¡???ï¼????©è?½å????????????ï¼?2022/08/26ï¼?

????????å¸?ç¼??·ï?S0550521120001

????17

?????°è?½æ?è½þ@?¨é?????ä¸??þA?¡ä»½ï¼?600114.SHï¼?

????ç²????¶é??ä¸??¡å??????å±?ï¼?????å¤?å¹´æ???¹å·²??/STRONG>

????æ·±è??ç²????¶é??å¤?å¹´ï???æ­¥æ??å±?è½??????????å±?注å?????ä¸??¡ï?ä¸?大ä??¡å??????å±??©ç?äº?????é«??????¸æ?????????????PMï¼?ç²????¶é??产å??ï¼???SMCï¼?è½??å¤???????ï¼???MIMï¼???å±?注å?????ï¼?ä¸?大ä??¡ç??ä¼?ä¸?ï¼?ä¸?游å??¨æ¶µ??æ¶?è´¹ç?µå????°è?½æ???汽车??家ç?µã??ä¿¡æ????è®????ä¸?大ä??¡é?¨å???¥æ???±å????客æ?·å?????????ï¼??¨å???¥æ????æº??????ä¸?大æ?¿å??????????????å±?ï¼????©ä????¸ç»¼??ç«?äº???????é«??????¸ä?ç»?主ä?ç²????¶é???¶å??ä¸??¡å?äº??½å??é¾?头å?°ä?ï¼?ä¸??þA?¡ä»½?¨è??¿å??å¸?????è¶?25ï¼?ï¼?è¿?ç»??年稳å±??½å??ç¬??ï¼?è§?模ä??¿æ?¾è??????????强ï??¶å?¥ç¨³å®?å¢??¿ï????2021å¹´ï?è¿?4å¹´è?¥æ??AGRä¸?.35ï¼?ï¼?ä¸?游主è¦???æ±?为海å¤?é«?ç«?±½è½þB?¶é?¨ä»¶??家ç?µç?é¢???ï¼?客æ?·è???ç¾???å¾·ã???¥ç³»è½þ@??ï¼??????¿å????ä¸?è½þ@??????æ³¢å?¨é??©ã??

??????å±?è½??å¤???????ä¸??¡æ?¿å??é«??????¿ï?å°???为å???¸ä?绩é??è¦?å¢??¿ç?¹ã?????¸ä?2014å¹´æ?¶è´­æµ?æ±?ä¸??þ>?è¾¾ç??µæ???????¸å????MCï¼?è½??å¤???????ï¼??¿å??ï¼?æ­¤æ?¿å??2014-2021å¹´è?¥æ??AGRä¸?4.5ï¼?ï¼??¨å???¸æ?´ä??¥æ?¶ç???ä¸???æ¯???014å¹´ç??1.9ï¼???????022H1??16.37ï¼???????äº???ä¼????°è?½æ?汽车产ä????åºþ>????ç»?????ï¼?é¢?è®?025å¹´å?¨ç????ä¸??½é??å±?è½??????å¸??ºé??æ±?????¸º27.28ä¸??¨å??12.42ä¸??¨ã?????¸ä?2022å¹????¶è´­ä¸?游å????ä¾?åº???å¾·æ??????å®???产ä??¾å?å±?ï¼?ä¿?è¿?ä¸?ä¸?游å??????å±?ï¼?å®??°å???¸å?¨è½¯ç£?å¤???????ä¾?åº??¾ç????¸»???§ã??2022å¹??????¸è????¨å±±è¥¿å»ºè®?ä¸??¨äº§ä¸??ºå?°ï?è¿???产è?½è???å°?è¾?0ä¸??¨ã??

??????å±?注å?????ä¸??¡æ?´å??è°??´ï????©å¼¹?§æ???????????¾ã??2022å¹´ä???å¹´å???¸è??¿å???¶å?¥å??æ¯?å¢???1.4ï¼?ï¼?ç»??¥æ???µå¥½è½??????¸å·²????è¿??¥å??为æ?¸å?ä¾?åº??¾ä?ç³»ï?????为æ????å±??°æ?ºé?°é?¾ä¸»è¦?ä¾?åº?????é¢?è®?023å¹´æ??????º§????è¿?ä¸?æ­¥æ??å±?客æ?·å??份é??????¥é????ä¸?大å?ºå?°å?å±???å®???ï¼??´å??èµ?æº??????????ï¼????©è?½å?????¥æ?????·å???ç»??¹å????

???????©é?æµ?ï¼?é¢?计å????022-2024å¹´è?¥æ?¶å????¸º37.42/46.99/53.94亿å??ï¼?å½?æ¯????©å????¸º1.59/2.80/4.31亿å??ï¼?对å?PE????¸º35.92X/20.47X/13.29Xï¼?é¦?次è???ï¼?ç»?äº???ä¹°å?¥â??è¯?级ã??

????é£??©æ??示ï??¨ç??汽车????ä¸???é¢???ï¼?æ¶?è´¹ç?µå?产å????æ±?ä¸?æ»?

?¨é?¨è?è®