ç??¥ï?2023å¹??????¡ç???
????4??????/STRONG>
????ä¸???ç???/STRONG>
?????³æ³¨??ä»?/STRONG>
????�/STRONG>
????�
????Central idea
????ä¸??????¡ç????¨è??-2023å¹???
???????????¡å??ç??¥è???/STRONG>
?????¶é?´ï?2023å¹???31??5ï¼?00
????主æ??人ï?ç??¥ç?è¢???
????主è?人ï?ç??¥ç?ç»??¿é???©å??ï¼?建æ??ç»?ç»??¿æ¿®?³ï?ç»?对æ?¶ç?????½é?²å??å·¥ç?ç»??¿ç???¤å??ï¼???å·¥è?ä¸?é¦?å¸?????å¸???ä¿??°ï?汽车ç»?ç»??¿æ??????ï¼?é£???é¥???è¡?ä¸?é¦?å¸?????å¸???强ï??¶è?ç»?????å¸?é©??è±???¿å?°äº§ç»?ç»??¿å?´è?¤ç?ï¼??»è?????©ç?ç»??¿å??å®??¾ï?轻工ç»?????å¸???????¢é??è¡?ä¸?é¦?å¸?????å¸?赵丽??ï¼?ä¼?åª?ç»?????å¸??±ç???¶ï??????§æ?ç»?ç»??¿ç??????µæ?°ç?????å¸??©é??????
????01
????ç??¥é???©å??????ç??¥ä?é¢??¥å??
????????继ç»ä¸?è¡?ï¼????¿å??ä¼?
????å¤??????²ï????©æ???¹é??è¿?å¸??ºé???¡å??å¼±ï?æ¶?è´¹ä?ç§?????ä¼???ä»?åº?å???PPI?¸å?ä¼?ä¸????©ç??é¢???è§?å¾??¥ç??ï¼?ä»?å¹´ä?å£åº¦???©æ????è§þ@???å¤??????²ï???»¥???°ï?ï¼?1ï¼?å¸??ºè??¿ä?ï¼?ä¸??????©æ???¹é??è¿?å¸??ºé???¡å??å¼±ï????°è¡¨?°ä?å½??¶ä¼°?¼é?ä½????³ï?ä¼°å?¼è?ä½???表ç?°è?强ï?äº??????©æ???¹é??è¿?å¸??ºå???æ¯?ç«?????è¾?为æ????ï¼??¸å??????????©æ???¹é??è¿?å¸??ºå?ç»?æµ?å¤???å???ï¼???æ¯?ç«???è¾¹é??????å½±å???´å¤§??ï¼?2ï¼?è¡?ä¸??¹å??ä¸?ï¼?ä¸???¤§??é£??¼è¡¨?°å??强ï??¥å?ºç?°é?ä¼°å?¼ä??¿ç??¶ç´§ï¼?å¦?2009å¹???ï¼?ï¼???å°???é£??¼å???½ç?¸å??´å¼ºï¼?äº????ä¸?ä¸??¿ç?导å????æ¶?è´¹ï?é£???é¥??????»è????家ç?µã??汽车??ç¾?容ç?ï¼???ç§???ï¼?计ç??ºã???µå?ç?ï¼??¸å???强ï???????äº?稳å??¿æ?¿ç???æµ??¨æ?§å??¾ã??
????ä»?å¹´ä?å£åº¦A?¡é???¡ä??§ï??¿ç?导å????è¡?ä¸???ä¼???æ¯??§å???ï¼?ä»?å¹´ä?å£åº¦?¥ç??ï¼?ï¼?1ï¼?å¸??ºè??¿ä?ï¼????¡ä??§ï?ä¸??????å¸??ºå¹³??ä¼°å?¼å??ä½?ï¼????¡å???½å??强ã??äº?????æ¯?ç«??¥ç??ï¼?æµ·å?紧缩é¢???ä¸???ï¼??½å??æµ??¨æ?§ç»´??宽æ?¾ï??½å??稳å??¿æ?¿ç????°ç?é£??©ä?????????©å??好ã??ï¼?2ï¼?è¡?ä¸?ä¸?ï¼????¹å?³æ³¨?¿ç?导å????TMT??ä½?ä¼°å?¼å?½ä????¨å??æ¶?è´¹ï?ä¸????å£åº¦ä¸?ä¼??ºç?°é?ä¼°å?¼ä??¿ç??¶ç´§?????µï???æ¤é??¼å????大ç??ï¼?äº????å£åº¦?¿ç?导å?????¹å???¨ä?ç§??????°ã???½ä??¹é?©å???©å¤§????ï¼?????????人工?ºè?½å???°å?ç»?æµ??¸å?³ç??TMT????ä¸??¹ä¼°???¸å?³ç??ä½?ä¼°å?¼å?½ä???????ä¿???¸å?³ç???¨å??æ¶?è´¹ã??
????äº?å£åº¦???¹å??ç´?å±???ï¼???å?ç«?¼±ä¿??ï¼?æµ??¨æ?§ç»´??宽æ?¾ï??°ç?é£??©ä??¨ã??ï¼?1ï¼???å?ç«???¶ä?ï¼??°äº§ç«??ç»?侧强?»å??驱å?¨ç???»å????½å¸¦?¨å?°äº§ä¿??è¶?é¢??????¶ä?ï¼?æ¶?è´¹ç?弱修å¤?延ç»ï¼??ºè?ç±»ä??¶å?¥å??æ¯?ä¸?é«???æ¶?费修å¤?大æ???????ç»??§ã???¶ä?ï¼??ºå»ºç«?´¢?¿æ???ºæ??????å¿???ºå»º??èµ?ç»´æ??è¾?é«?å¢??????¶å??ï¼?å¤?????å¼±ï??ºå?£ç»´??è´?å¢??¿ï?ä½?ä»???ä¸?å®???????ï¼?2ï¼?æµ??¨æ?§ï??¶ä?ï¼?欧ç??¶è??±æ?ºå???¼æµ·å¤?紧缩??å¥??¾ç?ï¼?ç¾??½é????大æ???温å??ä¸?è¡?ï¼?æµ??¨æ?§ç´§ç¼©å????ä¸???ï¼?稳å??¿å??宽信?¨é??æ±?ä¸??½å??å®?è§?æµ??¨æ?§ç»´??宽æ?¾ã???¶ä?ï¼??°å???ºé??äº?å£åº¦???½æ???¾å????ï¼?å¤?èµ?????èµ?ä¿???平稳ï¼?ä½??¨é?¢æ³¨???¶ä?IPOè§?模å???½ä?????ï¼?3ï¼?é£??©å??好ï??¶ä?ï¼?ä¸???©æ?þ>??°ç?é£??©ä??§ã???¶ä?ï¼?A?¡æ?´ä?ä¼°å?¼ä???ä½?ï¼??¡å?ºæ?§ä»·æ¯?è¾?é«???
????è¡?ä¸???ç½??ï¼??³æ³¨ä¼?åª?????ä¿¡ã???µå???建ç????µå??设å????³å????社æ????家ç?µç???ï¼?1ï¼?主线?¹é????¹æ?????²å???ï¼?äº?å£åº¦?¿ç?导å????è¡?ä¸???ä¼?ï¼???æ¤ç??????°ã???½ä??¹é?©å???©å¤§?????¸å?³ç??è¡?ä¸????å£åº¦??ç½?¸»çº¿ã??ï¼?2ï¼?ä¼°å?¼æ?¹é???ä»?ç»?对å?¼ä??¥ç??å½????¨æ??ä¼°å?¼å??ä½?ï¼?ä»?ä¸??¨æ??ä¼°å?¼ç??对æ??¥ç??æ¶?费估?¼å¼¹?§è?大ã??ï¼?3ï¼???ä»??¹é???2022Q4???¡å???ºé??主è?å¢????»è????计ç??ºã??建æ??ï¼??????µå??设å????¤ç?????µå?ï¼?å¤?èµ?å¢???TMT???ºæ???建ç?è£?饰ï??????µå??设å????¶è????¤ç????ï¼?4ï¼?ä»???ç»???ä½??°ç?对å?¼æ?¥ç??ï¼??¨æ????æ¶?è´¹å???µå??设å???ç»???ä½???ï¼?5ï¼?è¡?ä¸???ç½??ï¼?综å??以ä?ï¼?建è??³æ³¨ä¼?åª?????ä¿¡ã???µå???建ç????µå??设å????³å????社æ????家ç?µç???
?????¨è????èµ????³æ³¨???µæ?ETFï¼???èµ??»è?ï¼?
????ï¼?1ï¼?æµ·å???æ±?价涨??è·?ï¼?2023å¹?-2?????½é??离å??µæ?ç´?§¯?ºå?£é?ä¸?02.59亿ç???ï¼?2021å¹´å????ä¸?5.97亿ç???ï¼???æ¯?å¢???3.3ï¼?ï¼?2023å¹?-2????离å??µæ?ç´?§¯?ºå?£æ?°é??ä¸?.4亿个ï¼?2022å¹´å????ä¸?.16亿个ï¼???æ¯???å°?12.3ï¼????ºå?£é???ä¸?大ç?????°å?½å?ç¾??½ã??å¾·å?½å???©å?½ç???ºå?£é???æ¯?å¢???104.03ï¼???153.68ï¼???143.72ï¼?ï¼??ºå?£æ?°é????æ¯?å¢???68.98ï¼???49.75ï¼???49.49ï¼????´ä??¥ç?????°ä»·æ¶¨é??è·???å±?? ¬????ç»?????æµ·å??µå?¨è½¦æ¸?????ä¸???????ï¼????µæ???æ±??????©æ°´å¹³æ????å¾??°æ??????
????ï¼?2ï¼?éº?éº??µæ???产æ?¨å?¨ç?µæ??§è?½å?¨é?¢æ????ï¼?è¿???å®?å¾·æ?¶ä»£éº?éº??µæ?å·²å?å¸?å®??°é??产ï?ä½?ç§??©ç?¨ç??çª???2ï¼?ï¼????¨ä????µè???½é??å¯?åºþ@??¾¾ 255Wh/kgï¼?磷é?¸é?????µæ?ç³»ç??½é??å¯?åºþ@??¾¾ 160Wh/kgï¼??µæ???????åºþ?¸º?¨ç????é«????¨ç?¸å??????åþ??ç³»ã????ç??µæ???å°ºå?ä¸?ï¼?éº?éº??µæ??????µé??ï¼??¸æ? 4680 大å???±å???µæ?ç³»ç???»¥???? 13ï¼???éº?éº??µæ?å®??°é??产ä??¹é?¢å·©?ºä?å®?å¾·æ?¶ä»£??è¡?ä¸?é¾?头ä?ä½?ï¼??þ???¹é????????¨å?¨é???µæ??¨ç»????å¿?????å®??¨ã??寿å?½ã??????ç??¹é?¢æ?´ä???????
????ï¼?3ï¼?ä¸?游é??ä»·å????ä¸?游é??æ±?????为ä¸æ¸¸é???µæ???????å¼????©ç©º??/STRONG>ï¼?è¿??????µæ?ä¸?游å??????ä»·æ?¼æ??ç»??æ»?ï¼?磷é?¸é????ä»·æ?¼ä?2023å¹???????38ä¸???/?¨ä?è·?30.88ï¼??³å?????26ä¸???/?¨ã??ä¸?游å??????ä»·æ?¼ä?è¡?????继ç»ç¼?解ä¸æ¸¸é???µæ?????????????????æ¤å?ï¼?ä¹???ä¼?é¢?è®????°è?½æ??¶å??????å°?è¾?6ä¸?è¾?ï¼???æ¯?å¢???5.8ï¼?ï¼????å¢???7.5ï¼?ï¼?æ¸?????è¾?5.2ï¼???ä¸?游é??ä»·å????ä¸?游æ?¾é??ï¼????©æ??????ä¸?¸¸???µæ?????è½?§»??
????ï¼?4ï¼????é¢????¹å??ä¸?ä¿??å¼¹æ?§è?é«?ï¼?å½??????µæ?è¡?ä¸??´ä?å¸?????PEä¸?2Xï¼?å¸???????ä½??°ï?2010å¹´è?³ä?ï¼?ä»?ä¸?.1ï¼?ï¼?3??以æ?¥å?èµ???ä»?å¸??¼æ??ç»????3.09ï¼?ï¼???ç»???ä½??°ï?2014年以?¥ï?ä¹?ä»?å¤???.2ï¼???ä»?ä¼°å?¼ã????ä»????¢æ????ä¸??¹é?¢æ?¥ç??ï¼?å½?????å¤??¨å???²ä?ä½?ï¼?????¹å??é¢???ä¸?ä¿??å¼¹æ?§æ??è¾?é«???
????é£???/STRONG>??示ï?ç»?æµ?ä¿?????¿ç??ºå?°ä???é¢???ï¼??°ç??²ç???å±?è¶?é¢?????
?????????¥å??ï¼?
??????A?¡ä?å£åº¦ç??¥å???ï¼????¡ä??§ï??¿ç?导å????ä¼???ï¼?2023/3/29ï¼?
????????å¸?ç¼??·ï?S0550520030001
????02
????建æ??æ¿??³â????ä¸??¹é?¨è?¹ï?002271ï¼?
????è¡?ä¸????©å?¨å?³ï??²æ°´é¾?头å?????
????ä¸??????管ç??ç»???ï¼??¹å??æ¸???å¸?å±??????¸å??????大å?°äº§?????¥â??è¿???? 产é???ï¼?è¿???????å¸??ºä»½é¢?ï¼?????ç§???å¸?å±? C ç«????ï¼????¸é????????? ä¼?人å?¶åº¦??????äº?客æ?·ç??§ï???è¿?ç§???????线ä?线ä?ä¸?ä½???è¿??¥æ?°æ¨¡å¼??? ?´å???¶å?????以å??æ¸???ä¸?æ²??????????¸å·²??æ¥å????±é??????ä¸?ä½???å?? ?¸ã??æ°??´é?????大æ?¸å?ç»?????ä¸?ä½???å¸?å±?????论å?¨å?°äº§å¤§å??·é??????? å¸??¿ä»¥???¶å???¹é?¢å???¸å???·å?????ä¼??¿ã??
?????ºæ?æ£å?¨å?????????°æ?¿æ?©å?ï¼????¸æ??¥å?????????é»????????????²æ°´è¡?ä¸???æ¥è??¥å??å±??°é?¶æ?????????????????¿è¾¾ä¸?å¹´ç??é«?ä½?è¿?è¡?ï¼?ä¸??ä¼?ä¸?ä»·æ?¼ä?导ä???ï¼???¸´??ç»???¥å?°å?????æ±?ç«??°äº§é¢?é¢?è¿?çºþ
???????¸ä¼°?¼å???¶å??ç´???æ¥æ??¤ï???????ä»·æ?¼ä?è¡????¨å?©æ¶¦?°å??¿ã?????¸ä¼° ?¼å???°å?°äº§???»è?è§??°æ??»¥??产ä???å±??³é?????????ç´??¶çº¦??
?????°äº§?¹é?¢æ??ä»??ä¸?/STRONG>ï¼?1?????????°äº§ 16 ?¡â???¿ç????ºå?°ï??°äº§????ä»?ä¿? 交楼??代表??竣工ç«???å¼?工以????????æ¥æ¸©??å¤???????ç»?¤§å¹?ä¸?è¡???? ?§è?å°??????¥ä¼°?¼æ????è¿??¥ä¿®å¤??¶æ???2?? ???¸ç?è¿?å¤?å¹´æ?¶æ??è°??´ï???æ¸???ä½?对å?°äº§ä¸??¡ç??ä¾?èµ?ï¼?å¸??¿å?ºå»º+?¶å??????äº????????¸å??¿ç???þ?? ????????????ç«?/STRONG>ï¼??????¸å???????æ²¥é??ä»·æ?¼å·²ç»?è§?顶并ä¸????°ä?è¡?è¶??¿ï? ä¸????¸æ?°ä?è½??ä»·å·²ç»???æ¥è?½å??°ä?ï¼?é¢?计æ???¥å???©ç??????å¤?äº?ä¸????? ??????顾å???¸å???²ä¼°?¼ä¸???ç»?äº???? 25xPE??
????é£??©æ??示ï???????ä»·æ?¼å¤§å¹?ä¸?涨ã???¿å?°äº§å¼???ä¸???é¢?????
?????????¥å??ï¼?
??????ä¸??¹é?¨è?¹ï?002271ï¼?ï¼?è¡?ä¸????©å?¨å?³ï??²æ°´é¾?头å???????ï¼?2022/11/26ï¼?
????????å¸?ç¼??·ï?S0550522070002
????03
????建æ??æ¿??³â????????åº??¥ï?603300ï¼?
????äº?件ç?¹è?ï¼?é«?空ä?ä¸?å¹³å?°æ?¿å??????ï¼?è½»è?产ä???????
????äº?件ï????¸å??å¸?????ï¼?1-2??å®??°è?¥ä??¶å?¥çº¦4.23亿å??ï¼???æ¯?å¢??¿è?è¿?24ï¼????¶ä¸é«?空ä?ä¸?å¹³å?°æ?¿å???¶å?¥çº¦2.62亿å??ï¼???æ¯?å¢??¿è?è¿?89ï¼?ï¼??ºç???è¾??????ºæ????平稳?¶æ????
????é«?空ä?ä¸?å¹³å?°æ?¿å???¶å?¥é???å¢??¿ã???±ä??¥è???¶é?´é????å½±å??ï¼????¸æ?¥è??????å½±å??è¾??»å¹´?´å¤§??ä½?å¾???äº????¸æ??ç»?????é«?空ä?ä¸?å¹³å?°ä?????ï¼?ä¸?????å±?线ä?线ä?ä¸??¡æ???ï¼?é«?空ä?ä¸?å¹³å?°æ?¿å??ä»?ä¿???é«????©å?ï¼?订å??è§?模å???¶å?¥å???????????²æ?°é??????¸å??两个??é«?空ä?ä¸?å¹³å?°æ?¿å???¥æ?¶å??æ¯?è¾?2ï¼?ï¼?ä¸?????é«???
??????½¬?ºè?·å????ï¼?å¤???å¾?å¿???????设å?ä¿???????3??6?·å???¸å??å¸???????½¬?ºè?·ä?交æ??????ï¼????¸æ????è¡???½¬?ºå????èµ????»é?ä¸?è¶?è¿?18亿å??ï¼??¶ä¸12.6亿å???¨ä???é«?é«?空ä?ä¸?å¹³å?°ç?èµ??½å??ï¼??¶ä??¨ä?è¡¥å??æµ??¨è?????æ¤å?ï¼????¸æ??????èµ?ç§?èµ????¸ç?³è?å¼?å±??????¥è????»é?ä¸?è¶?è¿?人æ?å¸?12亿å??????èµ?ç§?èµ?ä¸??¡ã??
????线ä?æ¸???ä¸??°å???并举ï¼???é«?è¦???广度??è¿??¥æ??????线ä?æ¸???主è?为è????¨å?½ç??è¿??¥ç??¹ï????¸å?¨å?¨å?½å·²å¸?å±?è¿?200ä¸???¹ï?并ä?????å¯?以æ???????¡å??åº???åºþ:??æ¤å????¸ä????¨è??°å??????¥ï???é«????¡è´¨??ä¸?è¿??¥æ????ï¼?并é??è¿?线索???ºå¹³?°æ??????å·¥å??äº????ºç??ç§????§ã??
???????¸æ??ç»??¢ç´¢è½»è?产模å¼?ï¼??¨è??¿ä???ä½??????¸è½»èµ?产模å¼??±å??èµ????¸æ¨¡å¼???è½??模å?ç»????????????¸å?????2022å¹?????12????æµ?æ±?ä¸??³å??????æ±?西贵æº??½æ?§ä¸¤å®¶æ?¿å?å¹³å?°è¾¾??è½»è?产å??ä½?ï¼?????ä½???é¢???ä¸?5亿ï?ä¸?ä¸??³å????????ä½?å·²è??¥é??è´??¶æ???æ¤å?ï¼??????¸å????·ï????¸ä?ä¸?ç©??¿äººæ°??¿å?ç¾è????¥å??ä½?æ¡??¶å??è®???¨è½»èµ?产æ???¥è?½å?°ç??¹é?¢å?å±?æ·±å?¥å??ä½???è½??模å?ä¸?????¸æ?°å?????ä½??¹æµ·???§è?¡é?????é¦?????ä½???é¢?5亿å??ï¼?????è¿??¥é??è´??¶æ???è½»è?产模å¼??½å?解å?³è?å¤?ç§?èµ?è¡?ä¸???大é??èµ?????天ç?¶å?£å?¿ï?使ç???èµ?产è?模å??°å¿«??å¢??¿ã??
???????©é?æµ?ï¼?ç»´æ?????¸â??ä¹°å?¥â??è¯?级ã??é¢?计å????022~2024å¹´å?æ¯????©æ¶¦????¾¾??.6??8.8??11.5亿å??ï¼???æ¯?å¢???2ï¼???33ï¼???32ï¼?ï¼?对å?ä¼°å??7??13??10??????
????é£??©æ??示ï?ä¸?游é??æ±?ä¸???é¢????????©é?æµ?ä¸?ä¼°å?¼ä???é¢?????
?????????¥å??ï¼?
??????????åº??¥ï?603300ï¼?äº?件ç?¹è?ï¼?é«?空ä?ä¸?å¹³å?°æ?¿å??????ï¼?è½»è?产ä??????? ??ï¼?2023/3/14ï¼?
????????å¸?ç¼??·ï?S0550522070002
????04
????ç»?对æ?¶ç?????¤å???????¿æ?ä¸?è°·ï?603950ï¼?
???????¸æ·±åºþ=?¥å??ï¼?æ·±è?????¨æ?ºç¼¸ä½?缸ç??ï¼?æ··å?¨å????°å??¿æ??
???????¸ä¸»?¥ä??¡ä¸ºç¼¸ä???缸ç????è¿???ç????¨æ?ºæ?¸å??¶é?¨ä»¶??????????产å????????æ·±è??è¡?ä¸?20ä½?å¹´ï????¸æ??ç«?ä¹????³ä?注ä??´æ²¹???¨æ?ºç¼¸ä½?缸ç????å·¥ï?为è?ä¸?????å½¢é???ä¼?ä¸?ï¼?ä¸?ç¦??°åº·??????ä¸?é£?康æ??????ä¸?é£????¨è½¦ç??¸å?客æ?·æ·±åºþ>?å®?ï¼?å¸?????è¶?è¿?20ï¼?并ä???å¹´æ????ï¼?è¡?ä¸?å£???é«??¼å?稳å???2022å¹´å???¸å??????????产è?½ä??¿é¡º?©å???¥æ?°è?½æ?汽车大å??·æ··?¨è½¦ç¼¸ä?缸ç??ä¾?åº??¾ï???å¼??°ä?è½????¿ç©º?´ã????ä»??为å???¸å????¸å???èµ??»è??¨ä?ä¼?ç»?主ä?ä¼´é?????¨è½¦å¤???è¿??¥å??ä¸??????°è?½æ?æ··å?¨ç?å®??¸å?大å??·å????°å??¿æ?²çº¿ï¼????¶å???¸é??æ¥å???¥è??¥å?¨å£³ä½???汽车?µå???空æ?????ç?汽车?¶é?¨ä»¶é¢???ï¼???ç±»æ??å±???å¼??¿æ?????¿å¤©?±æ?¿ã??
???????¨è½¦è¡?ä¸?å¤??????¹å·²?³ï?ä¼?ç»?主ä?è¿???ä¸??¨æ????ç»???2021å¹´å?½ä????¢å?½å????????æ±???2022å¹´ç????å½±å??导è?´ç?©æ?ä¸???????æ±?ä½?è¿·ç?诸å???ç´?å½±å??ï¼????¨è½¦??????021å¹???èµ·è?ç»??æ»?ï¼?2022å¹´å?¨å¹´????330ä¸?è¾?ï¼???æ¯?ä¸???31.2ï¼???2023å¹´é????????å½±å??æ¶???????ç»?æµ??ºæ??¿ç???åº??¾ç?°ï????¨è½¦å¸??ºç?¹å???????¡å??ºæ´»????æ¥å?强ã??2023å¹???ï¼????¨è½¦????32.4ä¸?è¾?ï¼???æ¯???????°ä¸¤ä½??°å??¿ï?ç»?ç»?è¿???è¶??¿ï????¹å·²?³ã?????¸ä¸º?´æ²¹???¨æ?ºè?ä¸???头é?¨å??·ç????????¸å?ä¾?åº???ï¼?å¸???????å¹´æ??é«???é¢?计伴??稳å??¿æ?¿ç??ºæ???????å½±å????å¼±ã???©æ??¢å?ç??©å¥½??ç´?????ä¸?ï¼????¸ä?ç»?主ä?å°?????äº????¨è½¦??æ±?å¤???å¼????°ä?è½???ä¸??¨æ????
????ç»?å®??¸å?大å??·ï??°è?½æ?æ··å?¨å????°å??¿æ????2022å¹´ä???å¹´å???¸é¡º?©å???¥æ???½æ?汽车大å??·æ··?¨è½¦???????¨æ?ºç¼¸ä½???缸ç??ä¾?åº??¾ï?å½???产è?½å¿«?????¡ä¸???¹æ??????ï¼?ä¸???30ä¸?å¥?é¢?计å??023å¹???????产ï?äº???30ä¸?å¥?é¢?计å??024å¹???????产ï?产å?¼è¾¾10亿å??以ä???æ··å?¨è½¦?·å???æ²¹ç?æµ?????????ç¨??þA????ä¼??¿ï?头é?¨å????纷纷å¸?å±?æ··å???ä¾?ç»?ä¸???æ±??±æ??????å¸þ@?¨æ··?¨è½¦????????æ¸?????è¿?ä¸?æ¥æ?????????¸ç?å®??¸å?大å??·ï??°è?½æ?汽车?¸å?³ä??¡å?为å???¸è´¡???大ä?绩å???ï¼?ä½???????并è?©ä?ç»?主ä?????èµ?建è?ï¼?é¢?计å????022-2024å¹´å??°è?¥æ??.51/18.14/24.32亿å??ï¼?å®??°å?æ¯????©æ¶¦1.00/2.51/3.67亿å??ï¼???æ¯?-59.86ï¼?/150.78ï¼?/46.17ï¼?ï¼?对å?PE????¸º46.39/18.50/12.65Xï¼?é¦?次è???ç»?äº???ä¹°å?¥â??è¯?级ã??
????é£??©æ??示ï?产è?½è?åºþ??è¾¾é???ï¼???æ±?ä¸?æ»?ï¼?ä¸?绩å??ä¼°å?¼å?¤æ???è¾¾é?????
?????????¥å??ï¼????¿æ?ä¸?è°·ï?603950ï¼????¸æ·±åºþ=?¥å??ï¼?æ·±è?????¨æ?ºç¼¸ä½?缸ç??ï¼?æ··å?¨å????°å??¿æ????ï¼?2023/3/24ï¼?
????????å¸?ç¼??·ï?S0550520020001
????05
??????å·¥ç???¤å??????ä¸???人æ?ºï?688297ï¼?
??????人æ?ºè???é«????ï¼?????å¢??¿å?¨å??è¶?/STRONG>
???????¨æ??人æ?ºå?½å???ï¼???©ºå·¥ä????¢å???????人æ?ºä?å¸????¸ã?????¸ä?注ä?大å???ºå?翼é?¿è???¶æ??人æ?ºç³»ç»???ä½?ç³»ç???¶ï??·å???人æ?ºè?计ã?????????¶é?????????????¡ä?ä½????½å???????¸æ??人æ?ºç³»ç»?产å??????¿¼é¾?-1??翼é?-1D??翼é?-2ç?翼é?ç³»å????人æ?ºç³»ç»?ï¼????¸äº§???¨å?ºå?£å??è´¸é?????ä¸?å¤?ä¸??å½?ï¼??¨æµ·å¤?å®????ºæ????¨ä¸??å¾?ä¼?å¼???绩ï?????翼é?ç³»å????人æ?ºå?¨å?¨ç??å¯???ä¸?ä½???人æ?ºç??å¸?????ä½?å±??¨ç??ç¬????
??????å¤?è´¸å?±æ????å¼????¸å??å±??°ç?ç«???å¤?è´¸ä??¡ç??¢å???¸å??å±??ºç?ï¼??¨å??¨å?°å?ºå?²ç??????ï¼??¨ç????人æ?ºå??è´¸å??ºè?ä¸?æ¥æ´»è·?ï¼???翼é???ä½?为å?½å???人æ?ºå?ºå?£ç??主å???ºå??ï¼?å·²å?ºå?£ä?å¸þ??è·?²¿çº¿å?ä¸??½å?????ä»??为翼é¾???人æ?ºå??????¶ä?è¶??§è?½å??????åºþ
??????ç»???大ç???????¥ï?å¤?管线?¨ç??丰å?产å???©é?µã??????021å¹´ç????è´¹ç?¨ç??ä¸?.4ï¼?ï¼?????è´¹ç??.6亿å????????é«??§è?½ç??翼é?-1E??人æ?ºå??°ä?é¦?é£?并è??¥ä?ç§???è¯?é£??¶æ?ï¼?å°?ä¸?ä¸?????ç±»æ????è¿?水平产å?????°ç????????¶å???¸å??å¿??¨è?????项ç????½ï????¨ç¿¼é¾?-2??å±?II??ï¼?翼é?-3ï¼????¶å·¥ä½????¹æ?????¸æ???¡è???ä¹þ
??????èµ?建è?ï¼???人æ?ºä?为ç?°ä»£???ºç??主æ??è£?å¤?ï¼??¼å?·æ???å±??§ä????¥å?¨å?ä»·å?¼ï????¸å???????????å¤??¨äº§ä¸???å±?大è??¿ã????ä»??æµ?????022-2024å¹´è?¥ä??¶å?¥å????¸º27.73/33.32/41.67亿å??ï¼?å½?æ¯????©æ¶¦????¸º3.61/5.73/7.65亿å??ï¼?对å?EPSä¸?.53/0.85/1.13??/?¡ï?对å?PE100.29/63.1/47.3Xï¼?é¦?次è???ï¼?ç»?äº???ä¹°å?¥â??è¯?级ã??
????é£??©æ??示ï?å¤?è´¸ç?äº????§ã?????©é?æµ?ä¸?ä¼°å?¼ä?è¾¾é?????交ä?ä¸???é¢???
?????????¥å??ï¼?
??????ä¸???人æ?ºï?688297ï¼?ï¼???人æ?ºè???é«????ï¼?????å¢??¿å?¨å??足ã??ï¼?2023/3/19ï¼?
????????å¸?ç¼??·ï?S0550520020001
????06
??????å·¥é??ä¿??°â????æ±????°æ??
????????驱å?¨ç??ç¡??ºæ????å¹³å?°ï??¿æ?????¿æ?§å????
????ä¸?ä½??????½æ?§ç??·é???ä¼?ä¸??????¸ä»¥????驱å?¨ä¸º?¸å?ï¼?ä¸?????½äº§ä¸??¾ç??æ¨???以å??纵å??延伸ï¼?å®??°ä?ä»?ä¸?æ°?°¢ç¡??°å???½æ?§ç??·å?¨äº§ä¸??¾ç??å¸?å±?ï¼?年产2000?¨é?çº??³è?±ç??以å??æ°????¶é¡¹??¸¦?¨å???¸å???´é?ç«???????é«??????¼äº§????å±???2016-2021å¹´å???¸ç??·å?¶è?????¨å?½å??å¸??ºå????????为ç?ä¸?ï¼??¨å?¨ç??å¸??ºå??????????ç¬????
???????????+客æ?·ç??§é??å°±ç??·é?头ã??ï¼?1ï¼?????????¸é?åºþB??è§?以ç??ºå?????©ä¸ºä¸??????????产ï?ä¸?????å±?ç¡??·äº§??ç§?ç±»ï??©ç?¨å??º§æ°???æ°¢ç??产ä?æ°?°¢ç¡?ï¼??¨å??°æ°¯??ç´?å°???¾ª???????¶ä???ä½?äº???产æ??????以ç??ºæ????为æ?¸å?ï¼?ç§?????å±???导ä?级ç?¹ç?ç¡??·ã???°å????¡«ç¡??·ã??æ°????¶ã??6N级è?é«?çº??³è?±ç??ç??´é??????¼äº§??ï¼??????½å??è¾???è¡????¾é???ï¼?ï¼?2ï¼?客æ?·ï?深度??ä½??½é??è½???????ï¼?å¤????¶å?¥å??æ¯???ç»???é«?ï¼?ä¸??½å??客æ?·ç?¸æ?ï¼????¸å???å®?ä»·å?¨æ???´é?¿ï?产å????ä»·æ?´é?ï¼????©è?½å??è¾???è¡??´å??稳å???
??????产ä??¾è½¬ç§»ä?ä¸?é£?ï¼?é«?è´¨é???©å???ï¼?1ï¼????½æ?§ç??·ï????¸äº§?½æ?©äº§????产ä??¾å???½å??è½?§»ï¼?产é?????½å??é¢???ï¼?????项ç??»ºè®¾å¹´äº?ä¸??¨ç??·å?¶è????ï¼?????ä¸??¨ä¸?´ä?ï¼?è¿?ä¸?æ¥ä¸°å¯????¸äº§???©é?µï??¨å?¨é?ç«???·å?½äº§??ï¼?ï¼?2ï¼?æ°????¶ï????¸è??º§ä¸»è???????æ£ç??¸ä????并æ??????è¿?建ç?ä¹???ä¸?æ°???æ°¢å??å¾????系大å¹?åºþB??ä½?æ°????¶å???????????å¼?å¸??ºå??¨ç©º?´ï?ï¼?3ï¼?é«?çº??³è?±ç??ï¼????¸å?©ç?¨å??æ°???ç¡???æ£ç??¸ä????è¡?????6N级é?çº??³è?±ç??ï¼????´å?½å?é«?ç«???ºå?????æ¤å?ï¼????¸å?????³è?±ç??主è?????????æ°???ç¡?为ç?类产??è¡???????ï¼????¶å??º§ä¹?????¾ª???©ç???项ç????产å??????大å???ä½?????é«?çº??³è?±ç??????????????
??????èµ?建è?ï¼?ç»?äº???ä¹°å?¥â??è¯?级ï????¸ä?æ°?°¢ç¡???产å??é«????©è?½å??å¾??°å¤¯å®?ï¼?????驱å?¨ç??ç¡??ºæ????å¹³å?°æ????äº???é«?ä¼°å?¼ï?é¢?计å????022-2024å¹´å?æ¯????©æ¶¦????¸º10.20??10.22??13.16亿å??ï¼?对å?PE????¸º15X??15X??12X??建è?ç»?äº?ç¬??????å¸???10亿ï?对å?ä»?å¹?0??PE??
????é£??©æ??ç¤?/STRONG>ï¼?产è?½æ?©å?ä¸???é¢???ï¼???æ±?ä¸???é¢???
?????????¥å??ï¼?
??????æ±????°æ??ï¼?????驱å?¨ç??ç¡??ºæ????å¹³å?°ï??¿æ?????¿æ?§å??????ï¼?2023/3/9ï¼?
????????å¸?ç¼??·ï?S0550518100001
????07
????汽车???????????¶è½®?¡ä»½ï¼?002126ï¼?
?????????产å???©é?µå?è¾?å¤????¿æ?²çº¿ï¼????¸ç??¥æ???¹å·²??/STRONG>
???????¸å?¨æ?°è?½æ?产å??é¢???å·²ç?å½¢æ????1+4+N????????å¸?å±?????1?????¨ç³»ç»????´ï????????°è?½æ??????ç³»ç?ï¼???4???´å?为模????产å??ï¼??·ä?????????ç«??·å?´æ¨¡?????·å??·å?´æ¶²????模å????空è?箱模????è½þA½½?µå??·å?´ç³»ç»?ï¼???N????代表?¶é?¨ä»¶??2023å¹´æ?°è?½æ?ä¸??¡å???主è??¥è??º§??ç§?ç±»å???ºè´§??å¢?????产å???©æ¶¦???¹å????为é???¹å??·è?è¡?å±??°å????å¥???è¿?ä¸?æ¥è?½å?°ç???
????2023å¹´å???¸ç?????¨è½¦/å·¥ç??ºæ?ä¸??¡å??¨ä???空é?´ï?1ï¼??½å??å¸??ºï?æ¤å???±ä??½ä????¢å?½å????????æ±?ï¼??´å????????å½±å??ï¼?导è??022å¹´é???¡é????ä¸?è¡?ï¼?å½????¶é?´è???¹æ??ä»??¤æ??023å¹´ç?????¡è?ä¸???è¿??¥å?¨æ??å¤???ï¼??½ç????¸æ??ä¾??????å¢???ï¼?2ï¼?æµ·å?ï¼????¸å???¨è½¦é¢?????æµ·å???æ±???°±ç»´æ??ä¸???è¶??¿ï?客æ?·å?????´å?????康æ??????纳å??¸è¾¾??????°¼äº?ç?ï¼?3ï¼????¸äº§??ç§?ç±»å??级带?¥å??¿å¼¹?§ï?ä»?åº??¨é?¨ä??¥ç??ï¼?æ¤å??以å???¨æ?ºä??¡ä¸ºä¸»ï?å®???ä¸????¸å?¨å???¨è½¦??è½þAº«é¢???ä¾??¶æ???????产å????å±?空é?´ï?ä»?产å??ç§?ç±»æ?¥ç??ï¼?ä»???ä½????ºæ²¹?¢ç???¨æ????EGR模å?????·å?´æ¨¡??ç??¹å????å±?ï¼????¸å???¨è½¦?·å?´æ¨¡??产å????å¢???å¼¹æ?§å???ï¼?4ï¼??°è?½æ????¨è½¦?????ç³»ç???è½þ?»·?¼æ???????¾ï????¸å?????äº??°è?½æ????¨è½¦??????æ¸?????
????å·¥ä???æ°??¨æ?¢ç????¡å?è¾??°æ???¿æ?²çº¿??2021å¹´å??°è?¥æ??.2亿å??ï¼?è¾?2020å¹´ç??2.1亿å????æ¯?å¢???1.79ï¼???2022å¹´å??ä¸?å£åº¦å·¥ä???æ°??¨ä??¡å??°è?¥æ??.42亿å??ï¼???æ¯?å¢???9.25ï¼???é¢???该ä??¡æ?¿å?????¥å??å¹´ä???è¾?é«?å¢???ï¼?2025å¹´æ?????????¸è?¥æ??0ï¼?以ä???æ°??¨æ?¿å??????å¢???ç¡???§è?强ã???¨æ??¨æ?¹é?¢å???¸ç??主è?产å??????ç§?åº??¨å?ºæ?????????å?楼ä?ä¸?¤®ç©ºè????¢ç?????主è?客æ?·æ??ç¾??????¼å??ç???
????????????????????å°?ï¼??§è´¹???½å·²è§???????2023å¹´å??????对ä????¸å?©æ¶¦??????????è¾?2022å¹´æ?¾ç?ï¼?????? ¬????????ç?????ä»·æ?¼è?æ¤å?????????½ã?????¸å¤§???¨è??¶åº¦?¹é?©å¹¶??å¸??¡æ??æ¿??±è???ï¼?2022å¹´å·²ç»????°è´¹?¨ç??ä¸????????©ç????å£åº¦å¥½è½¬??迹象??2023å¹´æ???????°è?ä¸?æ¥ç???©æ¶¦???¹å????
????é£??©æ??示ï?ä¹??¨è½¦å¸??ºä???é¢???ï¼?产å??å¼???ä¸???é¢???
?????????¥å??ï¼?
???????¶è½®?¡ä»½ï¼?002126ï¼??????产å???©é?µå?è¾?å¤????¿æ?²çº¿ï¼????¸ç??¥æ???¹å·²?³ã??ï¼?2023/3/15ï¼?
????????å¸?ç¼??·ï?S0550518060001
????08
????é£???é¥?????强â????äº??³æ??ï¼?603237ï¼?
????????å¤???????è¶?é¢???ï¼?å¤???ç±»å?å±?èµ?äº?强æ???¿æ??/STRONG>
????é¦??¹ä¸????å??·ï?ç²½å?ç»???é¢???ç»?对é?头ã??è¿?å¹´æ?¥ï?è´¹ç?¨ç??§å??强ï????©ç???´ä???????产å??以粽å?为主导ï??¨ç²½å?é¢???ï¼????¸æ???对é?头ï?21å¹´å?????24ï¼?å·þ@?³ï?ï¼????????´ä??¿æ?´å??å·©å?ºï?è®?»·?½å??强ï??´ä????°é??ä»·é???è¶??¿ï?ä¸????©è?½å??强ä??????ä¸?ï¼??¨é??ç²½é???ï¼???????饼产????å±?è¾?å¿??é¤?é£?ç³»å??????ä¸??±ç??è½??????ç´????¸ä?绩ã??
??????????æ¸???ç«?äº?ä¼??¿ç??ºï?ä¾?åº??¾å???é«?ç??????¸å??????çª??ºä???å±?æ¸??°ï??¥æ???¨æ???ç»??¥ä??¿ï?线ä?线ä???è¡¡å??å±?ï¼?æ¤å?ï¼?ç²½å???产淡?ºå????¾ï?人工????æ¯???大ï?è§?模å????产å???é«???
????产å????æ¸?????管é?ä¸?ï¼??¨å?½å??å¸?å±?ï¼????¿æ?§é?ï¼?ä¸?绩快??å¢??¿å?????¿è???ä»???????ï¼??????????²æ?§æ?¾å?ï¼?æ¶?è´¹å????ï¼??¹å????????¿å??????æ¢æ??ï¼?对å?©æ¶¦ç«?´¡????为æ?¾è??ï¼?ä¸?绩å???????è¶?é¢?????ä»??¿æ????ï¼?ä¸?绩快??å¢??¿å?????¿æ??ï¼?产å??ç«??ç»??¥é??å¿??¾å?¨é??粽产??ï¼????¹å??å±???????饼å?¨å????????产å??ï¼?????ç¬??å¢??¿æ?²çº¿ï¼???ä»????°ï?ä»?èµ?????æ¸?????ç»?éª???æ¿??±æ?ºå?¶ã??人æ???ºå?¶ã??管ç??å±?ç??¹é?¢ç??ï¼?äº??³æ??????????产å??ç¬??å¢??¿æ?²çº¿ä¸?å½¼æ?¶æ´½æ´½é???????????ç±»ç?äº?å¢??¿æ?²çº¿??å¾?å¤??¸ä¼¼ä¹?å¤?ï¼?对æ??洽洽é£???ï¼?äº??³æ??ç¬??å¢??¿æ?²çº¿?????????????½æ?§è?é«?ï¼?ä¸?ä»?è´¡ç???¥æ?¶æ?°å??¿æ??ï¼?ä¹????©ä?å¹³æ?ä¸?绩å?¨æ???§æ³¢????????´ä?ä¼°å?¼ï?æ¸???ç«??大å???¹é?©è????¨å?ï¼??¨ä???è°??´ç?°æ??ä¼?ç»??¨å??????¶ï?????以é?¶å??¸ºä¸»ç???°æ¨¡å¼??¨å?ï¼???è¿???ç«?å????¸ã??管ç???¢é???¥è?¡ç??¹å?ä¿?????åº????©æ¨¡??è·???ä¸??½å??¶æ?¨å¹¿ï¼?模å??è·?????ä¼?ç«??³é??è¿??????¹å?å¿????©å?ï¼??ºå??ä¸?ï¼?å¸?å±??¨å?½å??ï¼???å±?????????ä¸???????ç?å¸??ºï????¶æ???ä¸?æ²?ï¼?æ¸???空é?´å¤§???¿æ???¥ç??ï¼?ç²½å?产å????????ä»·é???ï¼?????产å??????å½¢æ??ç¬??å¢??¿æ?²çº¿ï¼?é¢?计费?¨ç???¿æ????ä¸?è¶??¿è?为确å®?ï¼?ä¸???è¿??¡æ??æ¿??±è???ç¡??ç»??¥ç????å®??°ï????¿æ?§å¼º??
????é£??©æ??示ï?æ¶?è´¹å???ä¸???é¢???é£??©ï?ä¸??¡æ??å±?ä¸???é¢???é£??©ç?
?????????¥å??ï¼?
??????äº??³æ??ï¼?603237ï¼?????å¤???????è¶?é¢???ï¼?å¤???ç±»å?å±?èµ?äº?强æ???¿æ?§ã??ï¼?2023/3/7ï¼?
????????å¸?ç¼??·ï?S0550515060001
????09
????é£???é¥?????强â??????侨é???ï¼?605339ï¼?
????è¡?ä¸?å¤??????°å???¾é??ï¼????????¾ä?è¡?ï¼??³æ³¨ä»?å¹´ä?绩弹?§é????/STRONG>
????äº?ä»?/STRONG>ï¼????¸å??å¸?2022å¹´æ?¥å??1-2??ç»??¥æ?°æ?????ä»??为å???¸ç??¥å??¨ç¡®è®¤ï?ä»?å¹´å??¨è?ä¸?å¤??????¨å???°å???¾é??è´¡ç???ï¼?ç»??¥é??æ¥è??¥å????ä¸?è¡?????ï¼????????¸æ²¹??ç±»å?????????è¡?ï¼??©æ¶¦å¼¹æ?§é???¾ç¡®å®??§é?ï¼??¨æ????³å???¸ç??好é?»è???
????æ¿??±ç????????ä¸?ï¼?2023å¹´æ?¶å?¥æ????大å?å¢??¿ã?????¸è?¡æ??æ¿??±ç??解é???¡ä»¶å¯¹å?ä»?å¹´æ?¶å?¥è???¸ç????è¦?æ±?çº?5.3äº?38.3亿å??ï¼?ä¸?线为è§þ@???¼å?³å??¿ç???????¼ç??80ï¼?ï¼?è¶??ºé?¨å????æ¯?ä¾?解é??ï¼?ï¼?对å???æ¯?å¢???ä¸?3ï¼?-34ï¼?ï¼?è¾????²ä?绩æ???¾æ????ï¼????????¸å???ä¿¡å??¸å???足ã???·ä???ï¼?1ï¼?????åº??¨æ²¹??ï¼??»å¹´????????????è·?ä»·å??ï¼?????ä»·å????15ï¼?/+8ï¼?ï¼?ä»?å¹´æ????????è¡?ä¸???æ±?ç«????ï¼??????¢å??³æ?常水平ã??2ï¼?淡奶油ï??»å¹´????äº?????ä¸??½äº§?¿ä»£ï¼?表ç?°é??ä»·é???ï¼??¶å?¥å??æ¯?å¢???ï¼?ï¼?ä»?å¹´å???¸å???大è??ç³?ä¸??¨æ·¡å¥¶æ²¹?°å???¨å¹¿??åºþ
????æ£?æ¦?æ²¹æ?????è¡?ï¼????©è?½å???¹å??ç¡???§é???????æ£?æ¦?æ²¹å??ºä»·å·²å???½è??000??/?¨å·¦?³ï?2022å¹´æ?æ¦?æ²¹é??¹çº¦1.6ä¸???/?????价约1.03ä¸???/???è¾?????é«??¹å???½æ???¾ï????¸å?»å¹´åº?å·²æ???å®?æ¯?é«?ä»·å??????åº?å?ï¼?ä»?å¹´è½»è£?ä¸??µï????????¸é??è´?????»·ä¸?å¸??ºä»·?¥è?ï¼?å±????¨å¹´é¢?计æ?æ¦?æ²¹å?ç»´æ????000??/?¨å·¦?³ï?????æ²¹è??ä¸??¡æ?¢å????????·å?»é?¢å????¡å?»å¹´?¨æ?°äº§çº¿æ??产ä?产è?½å?©ç?¨ç???¸å?è¾?ä½?ï¼??ºå?????????????大ï?????产è?½æ????ï¼??·å?»é?¢å?¢æ??©ç??ä»???ä¸?è¡?空é?´ã?????¸å?»å¹´???©ç??5.6ï¼?ï¼?ä¸??§æ?ç®?ä¸????¸ä?å¹´å???©ç????????????-9ï¼?ï¼?ä¹?è§??¢å?ä¸?????å®???ï¼?+???©ç????
????é£??©æ??示ï?产è?½æ???ä¸???é¢???ï¼?客æ?·æ??å±?ä¸???é¢???
?????????¥å??ï¼?
????????侨é???ï¼?605339ï¼?è¡?ä¸?å¤??????°å???¾é??ï¼????????¾ä?è¡?ï¼??³æ³¨ä»?å¹´ä?绩弹?§é???¾ã??ï¼?2023/3/23ï¼?
????????å¸?ç¼??·ï?S0550515060001
????10
?????¶è?é©??è±?????æ²?????è¡?ï¼?601825ï¼?
????2022å¹´ä?å£æ?¥ç?¹è?ï¼??¥æ?¶ä?绩æ????ï¼?èµ?产质????å¿?/STRONG>
?????©æ¶¦è¡¨è???ï¼??¥æ?¶å?©æ¶¦å¢???è¾?ä¸???å¹´æ????ï¼?ä¸??¶ç???ä¿????ï¼?1ï¼?ä¸?绩ï?æ²????¶è???ä¸?å£åº¦?¥æ?¶å??æ¯?å¢???.63ï¼?ï¼?å½?æ¯????©æ¶¦??æ¯?å¢???7.11ï¼?ï¼??¥æ?¶ä??©æ¶¦å¢?????è¾?ä¸???å¹´æ??????????ä¸?å£åº¦??å£ç????¥ç??ï¼?ä¸?绩å??¿ç??æ£å??è´¡ç????ç´?为ï?è§?模ã???????¶å?¥ã??管ç??è´¹ã???¨å?计æ????ï¼?2ï¼??©æ???¶å?¥ï?2022å¹´å??ä¸?å£åº¦ï¼?æ²????¶è??©æ?????¶å?¥å??æ¯?å¢???.56ï¼???ï¼?3ï¼??????2022å¹´å??ä¸?å£åº¦ï¼?æ²????¶è?å®??°é???©æ?????¶å?¥å??æ¯?å¢???.14ï¼?ï¼??¶ä¸ï¼???ç»?´¹??ä½£é?????¶å?¥å??æ¯?ä¸???2.26ï¼?ï¼?主è???äº?å£åº¦?????²å?»å½±??ï¼?ä¸?å£åº¦??å£ä¸?¶ç???äº?å£åº¦???¾æ?¹å????
????èµ?产è??ºè¡¨è¯þ=??ï¼?è§?模稳æ¥å??¿ï?ä¸?ººå?款å???è¾?å¿???ï¼?1ï¼?èµ?产ç?ï¼?????022å¹´ä?å£åº¦???æ²????¶è?èµ?产æ?»é?è¾?å¹´å??å¢???.28ï¼?ï¼?è´·æ?ä½?é¢?è¾?å¹´å??å¢???.94ï¼?ï¼??¶ä¸ä¸????ä¸?è´·æ?è¾?å¹´å??å¢???.34ï¼?ï¼?ä¸?ººè´·æ?è¾?å¹´å??å¢???.44ï¼???ï¼?2ï¼?è´??ºç?ï¼?????022å¹´ä?å£åº¦???æ²????¶è?è´??ºæ?»é?è¾?å¹´å??å¢???.20ï¼?ï¼?å?款ä?é¢?è¾?å¹´å??å¢???.41ï¼?ï¼??¶ä¸ä¼?ä¸?å?款è?å¹´å??å¢???.74ï¼?ï¼?ä¸?ººå?款è?å¹´å??å¢???1.78ï¼???
????èµ?产质??è¯þ=??ï¼?èµ?产质??稳ä¸??好ã??ï¼?1ï¼?ä¸????????022å¹´ä?å£åº¦???æ²????¶è?ä¸???´·æ¬¾ç??0.96ï¼?ï¼?ä¸?å¹´ä¸??å¹³ï??³æ³¨ç±»è´·æ¬¾å??æ¯?0.63ï¼?ï¼?è¾?å¹´ä¸ä¸???3bp?????¶ï??±ä?æ²?????è¡??¨ä?å£åº¦?¶å???¨å??ä¸????产ï?ä¸?å£åº¦??å£ä?????????è¾?ä¸???å¹´æ?¹å?????¾ï?èµ?产质?????°ç¨³ä¸???好æ???¿ã??ï¼?2ï¼??¨å?ï¼?????022å¹´ä?å£åº¦???æ²????¶è??¨å?è¦?????439.15ï¼?ï¼?è¾?å¹´ä¸ä¸???6.05ä¸??¾å???¹ï?é£??©æ?µè¡¥?½å??ä¿???è¾?好水平ã??
??????èµ?建è?ï¼?æ²?????è¡??ºæ?????å¼???ä¼°å?¼æ°´å¹³è?ä½?ï¼???ä»???好å?¶å?¨æ?¿ç?å¼?导人?£å???°äº§ä¸???ä¸?æµ·é???ºé??????è¿?ç¨?ä¸??????º«?¨é???ºå?å±???æ¯?è¾?ä¼??¿ï??¨è??¶å????¡è½¬??ï¼?å°?å¾????ä¸??¡å????ï¼?å®??°è?è´?ç»???ä¼?????èµ?产æ?¶ç??????é«??????¶ï?ä¾????ºä?ä¼??¿æ??ç»????èµ?产质??ä¼?å¼?ï¼?ä»???å¸þ=?¥ä¼°?¼æ°´å¹³ç????????å½????¡ä»·å¯¹å?2022/2023/2024å¹?Bä¼°å?¼å????¸º0.50X/0.46X/0.41Xï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??
????é£??©æ??ç¤?/STRONG>ï¼?èµ?产质????ç»?æµ?è¶?é¢???ä¸?æ»?å½±å??ï¼?ä¿¡ç?¨é??©é??ä¸??´é??/P>
?????????¥å??ï¼?
??????æ²?????è¡?ï¼?601825ï¼?2022å¹´ä?å£æ?¥ç?¹è?ï¼??¥æ?¶ä?绩æ????ï¼?èµ?产质????忧ã??ï¼?2022/10/30ï¼?
????????å¸?ç¼??·ï?S0550121100013
????11
?????¿å?°äº§?´è?¤ç?????è¶?ç§??°äº§ï¼?0123ï¼?
????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??ç¤?/STRONG>ï¼?ä¸?绩é?æµ???ä¼°å?¼å?¤æ???è¾¾é???ï¼??½å???°å????????å¤???
?????????¥å??ï¼?
??????è¶?ç§??°äº§ï¼?0123ï¼?2022å¹´é???????¿å??è¿?ï¼??¸å???å¸?ç§???å¢??¨ã??ï¼?2023/1/19ï¼?
????????å¸?ç¼??·ï?S0550522030003
????12
?????»è????å®??¾â????è¿????»ç??ï¼?300396ï¼?
????????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ä¸??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??ç¤?/STRONG>ï¼?ä¸?绩é?æµ???ä¼°å?¼å?¤æ???è¾¾é???ï¼?????大å???ä»·é??©ç?
?????????¥å??ï¼?
??????è¿????»ç??ï¼?300396ï¼?ï¼?????ä¼?ä¸??????°æ´»??ï¼?????æ¶?????????è½?©±?¨ä?å¢??¿ã??ï¼?2022/10/31ï¼?
????????å¸?ç¼??·ï?S0550521080003
????13
?????»è????å®??¾â??????ä»???ï¼?600085ï¼?
?????¥é???¹é?©ä?å¢??¿ï?ä¼?ç»?é¾?头ç??????/STRONG>
????ä¼?å¤?ä¼?è´¨å??ç§????????ç§?为æ???????å½±å????æ·±è?ï¼?????产å??å¢???å¿??è¡?ä¸?β?????¸å¸¸å¹´ç??产ç??ä¸??????è¿?400ä¸???è§?ï¼?产å??????丰å???å®?å®???é»?丸ã????ä»???é»?æ¸?å¿?丸ã????ä»?大活ç»?丸ç???????ç§??¨å????å¿???è¡?管类产å???¥æ??015å¹´è??021å¹?AGRä¸?2.41ï¼??????¸ç?è¿?å¤?å¹´ç??????ç§?´¯??å¸??ºå?¹è?²ï??»è??·¥ä¸?ç«?¸???????¹å¤§??ç§????·å?è¾?为é?????ç«?äº?ä¼??¿ã??
????å®?å®???é»?丸æ????ç»´æ????ä»·é???ï¼???æ±?ç«???¨å??¿ç©º?´è?大ã??è¿?å¹´æ?¥å?????????å¢??¿è´¡??º¦ä¸ºä»·?¼å??¿è´¡????2-3??ï¼?????ç»´æ????ä»·é?????产å??涨价??常为ä¸?次æ?§ï?ä½?å°??¶é?´æ???¿æ?¥ç??ï¼?ä»?2017å¹´è??021å¹´ï???ä»???å®?å®???é»?丸ç?ç«??????å¹´å??å¢??¿çº¦ä¸?4ï¼?-33ï¼?ï¼??¶ä¸ä»·æ?¼å??¿è´¡??º¦ä¸?ï¼?-9ï¼?ï¼?????å¢??¿è´¡??º¦ä¸?6ï¼?-24ï¼?????æ±?ç«???¶å?·å?è¾?大å??¿ç©º?´ã??以â????天ç?¶â??å®?å®???é»?丸平??ç»?ç«???»·539??ï¼?2019å¹´ï?计ç?ï¼?缺è??§è????ä¸????ºè??§è????ä¸???é¢???å¤?伤ç?ä¸?大é??åº?????019å¹´æ??大ç?¨è??©º?´å?±è?è¿?547亿ã??ç±³å??ç½??°æ???¾ç¤º2019å¹´å?å®???é»?丸å??å¸????ç»?ç«??¶å???模ä?ä¸?4亿ï?????天ç?¶â??å®?å®???é»?丸é??æ±?ç«???¶å?·å?è¾?大å??¿ç©º?´ã??
?????¥é???¹é?©ä??°ï?????å¸þ@?¨ç????产å??以å?大å??ç§?å¢??¿ã?????¸ä?2020å¹´å???¨è?¥é???¹é?©ï?????ç»?????4+2??ç»??¥æ¨¡å¼???æ¤å?å¼?å±???ä¸?饱å?????¥é??ç??¥ï???å°?ç»???????è´§ï????©ç??¥ç??念ç?¸å????ç»?????è¿?è¡???ä½?ï¼?缩å??ç»?????å±?级ï??¨å??产å????è¿???ä»·ï?让å?©ç?ç«????¿ï?å¢?强ç?ç«??¨å¹¿???????¸äº§??ç§????§ï???ä»??为ï??°ç???å±?ä¸?ä»»å????ä¸?ç³»å???¥é???¹é?©ä¸¾???????å¸þ@?¨å???¸äº§??å®??°ä»¥é«?äº?è¡?ä¸?βå¢???å¢??¿ã??
???????©é?æµ???ä¼°å??/STRONG>ï¼???ä»??è®?022/2023/2024å¹ ? ä¸? ? ? ä¸?55.13/176.41/201.95亿å??ï¼?å¢???????¸º6.23ï¼?/13.71ï¼?/14.48ï¼?ï¼?å½?æ¯????©æ¶¦ä¸?3.80/15.91/18.42亿å??ï¼?å¢???????¸º12.45ï¼?/15.24ï¼?/15.79ï¼?ï¼?EPSä¸?.01/1.16/1.34??/?¡ï?对å?PEä¸?5.47/39.46/34.08??ï¼?ç»´æ????å¢?????è¯?级ã??
????é£??©æ??ç¤?/STRONG>ï¼?ä¸?游ä¸????ä»·æ?¼å??é«?é£??©ï????©é?æµ???ä¼°å?¼ä?è¾¾é???é£???/P>
?????????¥å??ï¼?
????????ä»???ï¼?600085ï¼??¥é???¹é?©ä?å¢??¿ï?ä¼?ç»?é¾?头ç?????ºã??ï¼?2023/01/05ï¼?
????????å¸?ç¼??·ï?S0550521080003
????14
????轻工????????海油工ç?ï¼?600583ï¼?
????è¡?ä¸?é«??????ç»???¨æ??订å????è¶?/STRONG>
????äº?ä»?/STRONG>ï¼?2023å¹???20?¥ï????¸å??å¸?2022年度?¥å??ï¼?22å¹´å?¨å¹´å®??°è?¥ä??¶å??93.6亿å??ï¼?yoy+48.31ï¼?ï¼?ï¼?å½?æ¯????©æ¶¦14.6亿å??ï¼?yoy+294.11ï¼?ï¼?ï¼??£é????å½?æ¯????©æ¶¦8.5亿å??ï¼?yoy+11930ï¼?ï¼?ï¼??¶ä¸2022å¹?4??å£åº¦å®??°è?¥ä??¶å??8.8亿å??ï¼?yoy+25.9ï¼?ï¼?ï¼?å½?æ¯????©æ¶¦6.2亿å??ï¼?yoy+441.0ï¼?ï¼?ï¼??£é????å½?æ¯????©æ¶¦2.3亿å??ï¼?yoy+169.4ï¼?ï¼???
?????¨æ??订å????足ï????¥å???¸å¹¶è¡¨å????©æ¶¦?????¸æ?»ä?å·¥ä???为å???²æ??é«?ï¼?22å¹´å?¨å¹´å®????¢æ????å·¥é??37.8ä¸?ç»??????yoy+57ï¼?ï¼?ï¼??¥å???????°ç?????256.4亿å??ï¼??¶ä¸?½å??213.8亿å??ï¼?æµ·å?42.6亿å??ï¼????22å¹´æ??????¸å?¨æ???????订å??çº?55亿å????22å¹´å???¥å???¸ä¸æµ·ç???å®??°å¹¶è¡????计å??????©æ¶¦4.3亿å????
????大å?????涨价ï¼??´ä?æ¯??©ç??ä¸?æ»???22å¹´å???¸é???????©ç????æ¯??©ç??????¸º4.9ï¼???9.0ï¼?ï¼???æ¯?å¢???3.1pct????å°?1.56pct???¶ä¸æµ·æ?å·¥ç?æ¯??©ç??11.4ï¼?ï¼???æ¯?ä¸?æ»?1.02pctï¼???æµ·æ?å·¥ç?æ¯??©ç??3.47ï¼?ï¼???æ¯?ä¸?æ»?4.32pct??大å?????涨价????´å???¸æ??©ç??ä¸?æ»???主è?????ï¼??¶ä¸????è´¹æ????3.3亿å??ï¼????»æ??????27.5ï¼?ï¼???æ¯?å¢???01.7ï¼?ï¼?????è´¹æ????0.3亿å??ï¼????»æ??????3.9ï¼?ï¼???æ¯?å¢???7.3ï¼????±ä???????ä»·æ?¼é?ä½?è¿?è¡????´å???¸æ?°ç?????ä»·æ?¼è?é«?ï¼???大é?¨å??????ç¬??å¹´ä?è½???为æ?¶å?¥ï????¸ç???©è?½å??????å¾??°ä¿®å¤???
????è¡?ä¸???æ±?é«????ï¼??¶å?¥å??¿å????ç»???æµ·æ?æ²¹æ????¢æ??ç»?????ï¼?为海油工ç¨?产ä???ä¾???å±??ºé??ï¼?IHSé¢?è®?023å¹´æµ·ä¸?èµ????????æ¯?å¢???3ï¼?ï¼?ä¸?011年以?¥ç????é«?å¢???ï¼????¸ä¸»è¦?客æ?·ä¸?½æµ·æ²¹ï?2022å¹´å?????¸é???????61.6ï¼?ï¼???023å¹´è???èµ??????000-1100亿å??ï¼?å¼???????çºþ@??56ï¼?ï¼?å¼???????èµ?????æ¯?å¢???2ï¼?ï¼????¥ä¸?½æµ·æ²¹è???2030å¹´å?½å???³æ²¹ä¸?äº?000ä¸????2035å¹´å?½å??天ç?¶æ?ä¸?äº?00亿æ?¹ã???¿æ???¥ç??ï¼????¥å???¸å·¥ç¨?建è?å·¥ä???饱满??
???????©é?æµ?ä¸???èµ?建è?ï¼?é¢?è®?023-2025å¹´å???¸å?æ¯????©æ¶¦????¸º18.3/21.6/24.6亿å??ï¼???æ¯?å¢??¿å????¸º+25.7ï¼?/+18.0ï¼?/+13.9ï¼?ï¼?对å?PE ????¸º15x/13x/11xï¼?ç»´æ????ä¹°å?¥â??è¯?级ã??
????é£??©æ??ç¤?/STRONG>ï¼?订å???¾ç?ï¼???????涨价ï¼?ä¸?绩é?æµ???ä¼°å?¼å?¤æ???è¾¾é???
?????????¥å??ï¼?
??????海油工ç?ï¼?600583ï¼?è¡?ä¸?é«??????ç»???¨æ??订å????足ã??ï¼?2023/3/21ï¼?
????????å¸?ç¼??·ï?S0550516120001
????15
?????¢é??赵丽??????????ç²???ï¼?688456ï¼?
????????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?å£åº¦??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?å£åº¦ä¸?绩ä?äº?é¢???ï¼?é¢?计æ???¥å???æ¥å¥½è½??????¸ç?ä¸?å£åº¦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?å£åº¦??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?688456ï¼?????项ç????å¢???å????¸è??¥æ??产æ??ï¼????¸æ???¥å??????ï¼?2022/12/13ï¼?
????????å¸?ç¼??·ï?S0550521100004
????16
????ä¼?åª??±ç???¶â?????¾è??§è?¡ï?0700ï¼?
????游æ????管边???¾æ?¾ï?广å??å¢???è¶?é¢???
????äº?件ï??¾è?äº?3??22?¥å??å¸?????022å¹´å??å£åº¦???¨å¹´ä¸?绩ã??????022Q4?»è?¥æ?¶ä¸ºäººæ?å¸?1450亿å??ï¼?YoY+1ï¼?ï¼?QoQ+4ï¼????¨å¹´?»è?¥æ?¶ä¸ºäººæ?å¸?5546亿å??ï¼?YoY-1ï¼???2022Q4Non-IFRSå½?æ¯????©æ¶¦ä¸?97亿å??ï¼?YoY +19ï¼?ï¼?QoQ -8ï¼????¨å¹´Non-IFRSå½?æ¯????©æ¶¦ä¸?156亿å??ï¼?YoY -6.57ï¼???
?????¹è?ï¼?ç§???å¸?å±?AIé¢???ï¼??¨å?¨ç?¨æ?·ä?éª??????????¸ç§¯???¢ç´¢AIé¢???åº????å¤??¹é?¢ç§¯??å¸?å±?ï¼?ä¸??¹é?¢ç§¯?????¥å¤§æ¨¡å??建è?ï¼?????AI大模??ï¼???å»?Ié¢????¸å?ç«?äº???????Iåº??¨æ?¹é??????¸é?计ç????å¼?AI???¡æ????使å?æ¯?ä½??¨æ?·é?½æ?¥æ??ä¸?ä¸?ººå·¥æ?ºè?½å?©ç?????¥ç?¨æ?·å??é¦???¥½ï¼?????纳å?¥å???¸æ???°ç¤¾äº¤äº§??å¾?¿¡??QQ??ï¼??????¸å?产å?????¨æ?·ä?éª???
???????·å???¾å¸¸????ï¼?游æ??ä¸??¡æ????ä¼?稳å??????2022Q4???¸å?½å??游æ??ä¸??¡æ?¶å??79亿å??ï¼???æ¯?ä¸???çº?ï¼?ï¼?主è??¨ä?游æ?????·å????导è?´å???¸æ?°äº§????å°????¨äº§???¨å??¹é??????¸å?款é???¹äº§??????ä¸?线ï???????????å¥?çºþ:???????½è??¹è????ç????????½å??游æ?????·é??æ¥æ?¾å?ï¼????¸é???¹å?¨å?产å????????ç»??线ï??½å??游æ??ä¸??¡å?????å¢??¿è½¨????
????è§?é¢??·å??å°?ç¨?åº???ä¸???è¿?ç¨?????ï¼??¨å?¨å¹¿??ä¸??¡é?å¢??¿ã??????022Q4广å??ä¸??¡æ?¶å??47亿å??ï¼???æ¯?å¢???5ï¼?ï¼?è¾?å½???ä¸??´é???+11.7ï¼????¶ä¸»è¦?å¢???è´¡ç???¥è???è§?é¢??·å??å°?ç¨?åº?????ä»??为è?é¢??·å??å°?ç¨?åº??·å?丰å???广å??ä½??¨å?ï¼????¶æ??©ç???¸å?è¾?é«?ï¼?????ä¸??¡å??æ¯???æ¸?å¢???ï¼??????¨å??????¸æ?¶å?¥ç?????¶æ?¹å??广å??ä¸??¡æ??©ç????
????AIGC?¨å?¨ç?????æ±?????ï¼?äº????¡ä??¡ç©º?´æ??å±????¹æ???¾è?äº?å®??¹å¾®ä¿¡å?·ï??¾è?äº???ä¸???é¢?????计ç??ºç?设æ?½ï????©é?¨é©°??å¸?å¼?äº?????æ²»ç???½å??è°?åºþ=?»è?模è?1.5亿æ?¸æ??ä¾?16 EFLOPS??å¼???ç®???????ä»??为ï?ä»?hatGPT为代表ç??AIæµ?½®å¤§å?????äº?产ä???ç®?????æ±?ï¼?????驱å?¨ä??¸å?³ä??¡å?ºæ?????ï¼?äº??¸å?³æ?¶å?¥æ??????ç»???¿ã??
??????èµ?建è?ï¼????¸ç??¥æ???µæ?¹å?????¾ï???好å???¸å?¨å¹´ä¸?绩表?°ã??é¢?è®?023-2025å¹´è?¥ä??¶å?¥å????¸º6243/6945/7554亿å??ï¼?Non-IFRSå½?æ¯????©æ¶¦1480/1630/1761亿å????ç»´æ????ä¹°å?¥â??è¯?级ã??
????é£??©æ??示ï??¿ç???管å??强ï?游æ??ä¸?线ä???é¢???????ä¸???ä¸???é¢???
?????????¥å??ï¼?
???????¾è??§è?¡ï?0700ï¼?游æ????管边???¾æ?¾ï?广å??å¢???è¶?é¢?????ï¼?2023/3/24ï¼?
????????å¸?ç¼??·ï?S0550522080001
????17
?????????§æ????????????±æ???603566ï¼?
????????????为ç??ï¼?å¼?é¢?产ä???çº?/STRONG>
????????å®???çª??ºç???????¨ä?ä¼?ä¸??????±æ?????½å???¨ä?è¡?ä¸?综å??å®???é¢?????ä¼?ä¸?ä¹?ä¸?ï¼?尤以????å®???è§??¿ã?????¸æ?¥æ??????é«????????????°ä?ç³»å??强大??????å¹³å?°ï?并ä?????äº?ä¸????±è?ä¸??¥å??ä¸?家ç?°å??????å£??????????大æ?¹é?ç«?ºº????ç§????¢é???????¸å·²?????»å??大è?????????½è¡¨è¾¾ç³»ç»?ï¼????¥å?å¼?é¢?è¡?ä¸????ºå??å·¥ç?äº???ä½???????级ã??
?????¨ç????ç£?产å??ä¼?å¤?ï¼?ç§????¨è?25831计å???????¸å?款é??ç£?产å??????äº?è¿?å¹´å??ä¸?å¸?ï¼??????1ï¼??????äº???ä½?ï¼?-????ä½?äº?????´»????ï¼?ä½?为å?½å??é¦?家æ?¨å?ºå??????´»??????????????????????ä½?????????产ä?ä¸?ï¼????¸ä??´æ???½å??????????é¢??????????é¢???ï¼????????ä½?????å°?è¿?ä¸?æ¥å¼º?????¸å?¨å?½å????????ºç??ä¼??¿å?°ä?ï¼?2ï¼?ä¼???????æµ?è¡???´»????ï¼?????019å¹´æ?¨å?ºé?款æ?è¡???¼ª??????´»????ï¼?解å?³ä?ç»??¸æ?????????¤ç??ä¸?足ç?????ï¼????¥æ?è¡???´»??????ä¸?å¸?å°?ä¸???´»????å½¢æ????æ´»è??+??´»?????????????ï¼?å®???+1>ï¼?2??????ï¼?3ï¼?é«??´ç???§ç?æµ?????ç»?ä¸?ä»·ä???ä½?????ï¼?????019å¹´æ?¶è´??äº????äº????¥é??´ç???§ç?æµ???????å¸??ºï?????å·²å??¨æ»¡äº§ç?¶æ??ï¼??°å»ºäº§çº¿??äº?å¹´å????产ï?ä»???çª??´å???产è?½ç?¶é?ï¼?4ï¼??£è????ä»·ä?ç»???äº???ä½?????ï¼????¸é??è¿???èµ?ä¼?ä¸?ä¸??????©è??¥å?£è???????å¸??ºï??????¨å¤§??????表达系ç?ä¸?????????¿ï??????¨å?£è????????±ç??´»??????äº???ä½???????级è?ç¨?ä¸???°å¼¯??è¶?è½þ:??
????ä¸??°ç??????ä½????????????????????????·æ?¹ï????¸å????ä¼??¿æ???¾ã?????¸ä??°ç??????ä½???????æ´²ç????äº???ä½?????ï¼??°ç????ä½?为å?½å????¹ä?é¡?021年度?????å¸?项ç????ä»»å?¡æ?¿æ?¥å??ä½?ï¼??·æ???????????èµ?æº?ä¼??¿ï?????该ç????????è¿?åºþ@?äº?è¡?ä¸?é¢????°ä?ï¼??????????·æ?¹ä?å¸??????¸ä?为å????就已??ä¸?????????产ä?ä¸?ï¼?产å????å¿???äº?å¹´å?ä¸?å¸?ï¼??·æ?????¾å????ä¼??¿ã??
???????©é?æµ?ä¸?ä¼°å??/STRONG>ï¼??´ä?ä¸?游å?»æ?è¡?ä¸????©æ?¹å??ï¼?ä¸????¸å?¨ç??产å??ä¸?å¸?è¿?åºþ@??å¿????ä»??è°?????022-24å¹´å???©æ¶¦??.08/2.99/4.35亿å??ï¼?对å?EPS????¸º0.59/0.85/1.23??ï¼?对å?å½???PEä¼°å?¼å????¸º48.24/33.57/23.03???????¸æ???¥å???é¢?计æ???¾å¿«äº?è¡?ä¸?å¹³å??æ°´å¹³ï¼?????è¡?ä¸?å¹³å??PEGä¼°å?¼ï?ç»?äº?2024å¹?0x PEï¼?ä¸?è°?????ä»·è??7.00??ï¼????¶ä?è°??³ä¹°?¥è?级ã??
????é£??©æ??示ï?????????è¿?åºþ>??ä¸?ç¡???§ï?ä¸?游å?»æ?è¡?ä¸????©æ³¢?¨é??©ã??
?????????¥å??ï¼?
?????????±æ???603566ï¼?ï¼?????????为ç??ï¼?å¼?é¢?产ä???级ã??ï¼?2023/3/25ï¼?
????????å¸?ç¼??·ï?S0550521100003
????18
?????µæ?°é?©é????????天æ??°æ??ï¼?603330ï¼?
?????ºè´§ä¿???强å?²å?¿å¤´ï¼????©æ????å¾??°ä¿®å¤?
????äº?件ï????¸å??å¸?2022å¹´ä?绩é????????¸é?è®?022年度å®??°è?¥æ??4.2亿å??ï¼???å¢?çº?3ï¼?ï¼?å½?æ¯????©æ¶¦ä¸?4585ä¸?????5685ä¸???ï¼???æ¯?ä¸?æ»?142ï¼?-152ï¼?ï¼??£é??å½?æ¯????©æ¶¦ä¸?5800ä¸?????6900ä¸???ï¼???æ¯?ä¸?æ»?235ï¼?-261ï¼?ï¼??¶ä¸ï¼?22Q4é¢?计æ?¶å?¥ä¸º3.5亿å??ï¼???å¢?5ï¼?ï¼?å½?æ¯????©æ¶¦ä¸?7185ä¸?????8285ä¸???ï¼???æ¯?ä¸?æ»?399ï¼?-445ï¼???
????ä¸?绩ä???å¸??ºé??????ºè´§å»¶ç»é«?å¢?ï¼?产è?½æ???¾ç§¯???????¸é?è®?022å¹´å?¨å¹´?¶è??ä¸??¡æ?¶å?¥çº¦7.29亿å??ï¼???å¢?çº?25ï¼?ï¼??¶ä¸22Q4?¶è???¶å?¥é?计为1.84亿å??ï¼???å¢?41ï¼???22å¹´å?¨å¹´??ä¼??¶è???ºè´§é¢?计约ä¸?400ä¸?å¹³ï???å¢?142ï¼?ï¼?22Q4?ºè´§çº?000ä¸?å¹³ï???å¢?129ï¼?ï¼????+7ï¼????½ç?¶å??2Q4?±ä?ä¸?游ç?件å?????»å?å?å½±å??ï¼??¶è??è¡?ä¸??ºè´§????平淡ï¼?ä½????¸ä?延ç»é«?å¢??¿ï?å¢????¾è??å¿??è¡?ä¸?é¾?头ï?表æ?????¸æ?????产è?½æ???¾å??ä¸?游å??·å??¥ï??¨å?¨ä»½é¢?å¿?????????å±???23å¹´ï????¸å?å¢?????项ç????????½å?°ï??¶ä¸??å±±å?ºå?°å·²äº?22å¹´å?建æ??ï¼?å¦?ä¸??ºå?°é?è®?3å¹´ä¸å»ºæ??ï¼???æ?3å¹´å?产è?½æ??????????.5亿平ï¼???å¢?119ï¼?ï¼??ºè´§é¢?计达1.6-2.0亿平ï¼???å¢?150ï¼?-213ï¼?ï¼?äº?线è?¶è??é¾?头å?ºè´§????ä¿???强å?²å?¿å¤´??
???????©å??????å¾?ä¿?????±ä?22Q4 EVAç²?å?å¿???è·?价带?¨è?¶è??ä»·æ?¼ä?è·?ï¼?ä¸?????2Q3é«?ä»·å?å???延å??2Q4ï¼?导è?´å???¸é??¸´é«???????ä½???»·?????µï????©å????严é??ï¼?é¢?计å????2Q4??å¹³å???©ä?å¤?äº?äº????¶æ????å±???23å¹´ï?POEç²?å??¨å¹´ä¾?ä¸?åº?æ±?ï¼?ç²?å?ä»·æ?¼æ??????ç»?µ°é«?ï¼?å¸þ@??OE??EPE?¶è????ä»·æ????ï¼????¸é?è®?3å¹?OE??EPE?¶è????计å??æ¯???????0ï¼?-40ï¼?ï¼?产å??ç»???è¿?ä¸?æ¥ä???ï¼????¶é????é«?ä»·å?å??ºæ???ä¸?游é??æ±?èµ·é??ï¼?23å¹´è?¶è?????©è?½å??????å¾??°è?好修å¤???
???????©é?æµ?ï¼????¸ä?为ä?线è?¶è??é¾?头ï?æ£å?äº?å¿??????¾äº§?½å??å¼???客æ?·ç??æ¥ä?ï¼???????º«ä¼?ç§????????§å?¶è?½å??ï¼??ºè´§?????©å??????è¿?ä¸?æ¥æ????????ä»??计å????022-2024å¹´å??°å?æ¯????©æ¶¦-0.49/2.84/3.38亿å??ï¼?对å?PEä¸?/ 17/ 14????é¦?次è???ï¼?ç»?äº?2023å¹´ç????5??PEä¼°å?¼ï?????价为21.3??ï¼?ç»?äº???ä¹°å?¥â??è¯?级ã??
????é£??©æ??ç¤?/STRONG>ï¼?ä¸?游å??·å???ä¸???é¢???ï¼????©é?æµ???ä¼°å?¼å?¤æ?????é¢???
- å®??¨ä???? ???ºæ¶²æµ??µæ???究å??å¾??°è?å±?
- 巨头纷纷å¸?å±?Robotaxi ?ºæ????好æ?ºè?½é©¾é©¶äº§ä¸???å±?
- ?½é??å¯?åºþ@??çº?? å¤????°è?½æ?????è½þA?级å?ºæ?????µæ?
- ?½å??å¤?ç»?æµ?å¤????±æ? ?½é????ä»·å?????¾ä?年以?¥æ?°é?
- é©?????宣å?8??8?¥æ?¨å??obotaxi ?¹æ????产ä??¾å???¸å???³æ³¨
- ?¨ç??é¦?ä¸??è¯?é½???VTOLé£?è¡??¨è??? å¥?å®??¨é?¢è?模å????ä¸?è¿??¥å?ºç?
- ??å±??¨æ?°å?? 为æ?¸è??????ä¾??????????
- ?µå?ç«???????项ç??·¥ä½?ç»?ç¹å???讨ä?举è? ?????¨å?¨ç?µç?产ä?è§???????å±?
