西å??ç­??¥ï?äº?????大é????/p>

??????ä¸???¹è?????西å??è¯??¸ç??究æ??å·²å??å¸???ä¸??¡ç??究æ?¥å??

??????西å??ç­?? ï¼? ???¡ã??äº?????大é???? src=

???????¡æ?¨è??

????????/STRONG>

????æ´??³é?¼ä?ï¼?603993.SHï¼?

?????¨è???»è?ï¼?

????1ï¼?å¹´å????产é??å¢???ä¿?å®?é¢?è®?0ï¼?ï¼?????å¤???主线ä¸???ä»·æ????ä¿???é«?ä½?ï¼????¿å??ä¸?绩弹?§ç??ºã??

????2ï¼???è¶????´é¡¹????°æ»¡äº§ï??©å??2022å¹´æ??èµ??¶ç??è¾¾å??.26亿å??ï¼?è¿???继续??为å???¸å?©æ¶¦??å¢??¿ç?¹ã??

????3ï¼?å®?å¾·æ?¶ä»£??为å???¸ç?äº?大è?¡ä?ï¼?????å¼?????æ¹???èµ?æº?ï¼??°è?½æ??¿å????????åº?å¢?强ã??

?????¡ä»·??????ï¼????´äº§????å¼?è¶?é¢???ï¼?????å¤???????è¿??¥é??ä»·é???强é?»è?

????é£??©æ??示ï???å±?ä»·æ?¼å¤§å¹?ä¸?è·?é£??©ï??¿å±±å¢?产ä???é¢???é£??©ï?æµ·å?è¿??¥é??©ã??

????建æ??&ï¼??°æ????

??????¿ª??ï¼?300806.SZï¼?

?????¨è???»è?ï¼?

????1ï¼?1ï¼?OCA?½äº§?¿ä»£ä»¥å?????µæ?????¾é??ï¼?

????2ï¼?Q3æ¶?è´¹ç?µå???æ±?????å¤???ï¼?å¸þ@?¨å???¸ç?µå???????????????

?????¡ä»·??????ï¼??°äº§çº¿è?½å?°æ??产ï? ä¸?游é??æ±?????

????é£??©æ??示ï???????ä»·æ?¼ä?æ¶???¨å»ºé¡¹ç?????é¢???ï¼?ä¸?游é??æ±?ä¸???é¢?????

?????????§æ?

???????????©ï?300119.SZï¼?

?????¨è???»è?ï¼?

????1ï¼?禽è??å¸??ºé????°ä?ï¼????¨äº§??å¿??????¿ï?ç¦???令æ??å°??¨å?¨æ²»???¨æ????ç´?å¸??ºé??æ±?ç¿»å??ï¼????¸è????并é??ï¼?产å???©é?µé?¸ä??¿ï?

????2ï¼?å®??©è??æµ·è?????亿级????ºè?模ï?è¡?ä¸?å¢???20ï¼?å·þ@?³ï????¸ä?å®??©å?»é? ¬???»è??º§??两æ?¹é?¢ç????å¸?å±?ï¼?

????3ï¼?è§?模å?»æ???æ¯?è¿?????ï¼??¨ä???è§?ç¨?åºþ=??é«?ï¼?å¤?æ¸??????????ä¸?绩å??¿ã??

?????¡ä»·??????ï¼??°äº§????å¸?

????é£??©æ??示ï??»æ?ç«????????ï¼?产å??????è¿?åºþ????é¢???ï¼?ä¸?游é??æ±?ä¸???é¢???ç­???

?????ȏ??/STRONG>

????äº??°è???ï¼?002020.SZï¼?

?????¨è???»è?ï¼?

????1ï¼?è½??????°ï?ä¼?ç»?ä¸??¡ä?绩稳?¥å??¿ã??1类失???????°è???计ä???å¹´æ?????·æ?¹ã??

????2ï¼??¨ç??管线å­??¨é???å·??ä¸???å¹´é?计æ??2-3ä¸??°è????¥æ³¨??临å??¶æ???

?????¡ä»·??????ï¼?2023年中ï¼?失ç?????°è???·æ?¹ä?å¸?ï¼?2023ä¸???å¹´ç?????°è????康å??°è??溶è?¶å??ç­?????è¿??¥ä???临å??¶æ?

????é£??©æ??示ï?????è¿?å±?ä¸???é¢???ï¼???ä¸???è¿?å±?ä¸???é¢???ï¼?å¸þB????è´??¿ç?å½±å??ç­?é£??©ã??

????家ç??/STRONG>

????æµ·å??ºå?ï¼?600690.SHï¼?

?????¨è???»è?ï¼?

????1ï¼????¸é?ç«??????¥æ??ç»??¨è?ï¼??¡è?¨å?é¢?è·?é«?ç«???ºï?????´¾????ç´§å?å±???

????2ï¼?å¤???å¸??ºæ??ç»??å±?ï¼?æµ·å?å¸???????????

????3ï¼????©è?½å????æ¸?????ï¼????????空é?´ä?å­???

?????¡ä»·??????ï¼??¿å?°äº§å¸??ºæ¸©??????ï¼??ºå?£æ?°æ??¥½è½?/P>

????é£??©æ??示ï???????ä»·æ?¼æ³¢?¨å??ä¾?åº?é£??©ï?人æ?å¸?æ±???æ³¢å?¨é??©ã??

?????µå??设å?

????�?��002984.SZ�

?????¨è???»è?ï¼?

????1ï¼?2022?¨ç??汽车è½???è¡?ä¸?è¶?稳ï?2023???ä¸?è¡?ï¼?2022å¹´å?¨ç???»é????17.51亿æ?¡ï???æ¯?+0.14ï¼?ï¼??½å???»é????2.94亿æ?¡ï???æ¯?-8.92ï¼???2023M1-M3?½å??è½???产é??21998ä¸??¡ï???æ¯?+6.6ï¼?ï¼??ºå??3907ä¸??¡ï???æ¯?+1.0ï¼?ï¼?è¡?ä¸?å¤?????å¥????¾ã??

????2ï¼????¸æ?°é¡¹?????¥é??ç»?»º????产ï??©å??ä¸?绩å??¿ï?é¢?è®?023-2025å¹´è½®???»é????????¸º2741/ 2970/ 3476ä¸??¡ï?CAGRä¸?5.4ï¼?ï¼??¥æ??AGRä¸?2.4ï¼?ï¼????©æ¶¦CAGRä¸?6.0ï¼???

????3ï¼?é«?ç«???+?ºè?½å??+?¨ç????ï¼????©æ°´å¹³é???ï¼????¸æ??©ç???????©ç???????äº???è¡?5-8pp??7-12ppï¼????¥å???¸é?ç«?????形象强å?????ºè?½å??æ°´å¹³???????¨ç????å¸?å±?å®???ï¼?é«????©æ°´å¹³å?·å???ç»??§ã??

?????¡ä»·??????ï¼?

????è½???å¸??ºé??æ±?å¤???è¶?é¢???ï¼????¸äº§?½å»ºè®¾å?????¾è?åºþA?é¢???ï¼?äº?季度???¸è½®??产å??涨价è¶?é¢???ï¼?ä¸?绩è?é¢???

????é£??©æ??示ï?æµ·å?项ç????产è?åºþ????é¢???ï¼???????ä»·æ?¼æ³¢?¨ã??

?????µå??设å?

?????±æ???¡ä»½ï¼?600732.SHï¼?

?????¨è???»è?ï¼?

????1ï¼?????1PERC?µæ??????þ>???©å¹³??水平达å????ï¼?è¶?è¿?å¸??ºé?????è¡?ä¸?å¹³å??æ°´å¹³??

????2ï¼?å±????¨å¹´ï¼?è¡?ä¸??µæ???产è?½æ???¾å?ä½?äº?å¸??ºé???ï¼??µæ???ä¾???ç´§å???å­£æ????ï¼????¸å?¨å¹´PERC???þ>???©é?计è?1æ¯???

????3ï¼?????BC产å??已形????产ï???ç»??绩å???æ¸?ä½??°ã??

?????¡ä»·??????ï¼?ABC?????¾é??

????é£??©æ??示ï?ä¸?游è??ºé??æ±????½é??å½¢å?¿å????å½±å??çª??¶ä?æ»???

?????ºæ?设å?

??????´¥è£?å¤?ï¼?603279.SHï¼?

?????¨è???»è?ï¼?

????1ï¼???滤æ?ºå??ºè?模快??å¢??¿ã??????¿ç?è¶?严å????产ä???级ï?ä¿?è¿??½å????滤æ?ºä?ç»?å¸??ºè?模快??å¢??¿ï??°è?½æ??°æ????ç­??°å?´é?????æ±??ºç??ï¼?è¿?å¹´æ?¥ä???é«???å¢??¿ã??

????2ï¼????¸æ????滤æ?ºå?¨ç??é¾?头ï????????????ï¼??½å??å¸?????çº?0ï¼??????¸é????å®??¶å???½å??强ï??½å?å¿??????¥æ?°è?½æ?ç­??°å?´è?ä¸?ï¼?2022å¹´æ?°è?½æ??°æ????é¢????¶å?¥å??æ¯???é«???0ï¼???

????3ï¼?2022å¹´æµ·å¤??¶å?¥è¾¾2.7亿å??ï¼???æ¯?å¢???63.9ï¼?ï¼??????°å??????å½±å??è¶?å¼±ï????¸å?继续???¹å???æµ·å?å¸??ºï?æµ·å??¶å?¥æ????ä¿???é«???å¢??¿æ???¿ã??

?????¡ä»·??????ï¼????¸ä?绩è?é¢???ï¼?æµ·å?å¸??ºè?å±?è¶?é¢???/订å??è¶?é¢???

????é£??©æ??示ï??½å??ç»?æµ?å¤???ä¸???é¢???é£??©ï??°è?½æ?订å??ä¸???é¢???é£??©ï?æµ·å?å¸??ºæ??å±?ä¸???é¢???é£??©ã??

?????ºæ?设å?

????����300415.SZ�

?????¨è???»è?ï¼?

????1ï¼???å¥?023年注å¡??ºè?ä¸?å¤?????注å??ºä??¡è?¥æ?¶å??æ¯?70ï¼?ï¼?为å???¸å?ºæ????ï¼??¨é???¨è?å¤?大æ??¶ä?ï¼?ä¿¡è´·è§?åºþ??ä¸?ä¸??¿æ??è´·æ?è¿?ç»?ä¸?????æ¯?å¢???ï¼?åº?å­??¨æ??è§?åºþ=???½å·¥ä¸?ä¼?ä¸???å°?äº?2023å¹´ä???å¹´è??¥ä¸»?¨è¡¥åº?å­??¶æ?ï¼?2023年注å¡??ºè?ä¸?????è¿??¥å???ï¼????¸ç¡®å®??§å??????

????2ï¼?ä¸???????¸æ?ºå?©æ¶¦???????¹å????22å¹´å??å¸?LEAPç³»å?????¸æ?ºï?对æ???½å?é«?ç«?º§??ï¼??·å?è¾?强产??ç«?äº???ï¼??´é?¢è?ä¸?ç«?äº???

????3ï¼?大å?????¸æ?ºå?¨æ??订å????足贡???绩å????? 9000T???¸æ?ºä?ä¸?æ±½é?¸é?????¥å??ä½?签约ï¼?7000T???¸æ?ºç?¸ç»§?·å?ä¸??½é?¿å???äº?æµ·é??å±???è¥??³é?¿æ???å¼???广ä?鸿å?¾ç?客æ?·è?????è®??°ï??´è½¦??客æ?·ç?????????????æ¡?ä¾?ï¼??·å??????§æ??ä¹???

????4ï¼?æµ·å?ä¸??¡æ??????????????æµ·å??¥æ?¶å??æ¯?25ï¼?ï¼?è¿???0å¹´æµ·å¤??¥æ??AGRè¶?50ï¼?ï¼?????25å¹´æµ·å¤??¥æ?¶å??æ¯?è¾?5ï¼?ï¼?????æµ·å?代ç??ä½?ç³»å?ºæ????»ºå®???ï¼????¥å??大å?¨ç?????´å??????????è¿??¥ï????¹å??ºå»ºç«????????¡ä¸­å¿????¨æµ·å¤???????

?????¡ä»·??????ï¼????¸ä?绩è?é¢???ï¼????¸è???大å??¹å??ï¼?大å?????¸æ?ºé?è¯?顺å???·å??°è???

????é£??©æ??示ï?主è???????ä»·æ?¼æ³¢?¨é??©ï?è¡?ä¸?å¸??ºç?äº????§ç??é£??©ï?ä¸?游汽è½þ:??3Cç­?è¡?ä¸??¨æ???§æ³¢?¨ç??é£??©ï?ä¸?ä½??????¸å??å±?ä¸???é¢?????

???????¨ä?ä¸?

???????½å?½é??ï¼?600011.SHï¼?

?????¨è???»è?ï¼?

????1ï¼????¸ç³»ä¸??½æ??大ç?????µè??¥å??ï¼?ä¿?ä¾??°ä?é«?ï¼?22å¹´å???¸è?¥æ??467亿å??ï¼?+20.3ï¼?ï¼?ï¼?å½?æ¯????©æ¶¦-73.9亿å??ï¼???æ¯???äº?26.2ï¼?ï¼?23Q1?¥æ??53亿ï???æ¯???å¹³ï?å½?æ¯????©æ¶¦22.5亿ï?å®??°æ???为ç??ï¼????©æ?¹å??å·²å???°ã??

????2ï¼?????ç§þ>??å²??¤ä»·ä»??¨ä???????ä¸??????????????è¿?ä¸?æ­¥é??ä½???Q1???¸ä?ç½??µé??1070亿度ï¼?åºþ>?µå?©æ¶¦2æ¯??±ï?åºþ>?µç?µä»·ä¸?.2æ¯???22Q4-23Q2ç§þ>??å²??¤ä»·??ä»·å????¸º1426/1154/1040??/???Q2ä¸?绩ç???å°?????????

????3ï¼?ç§???è½????°è?½æ?ï¼?è£??ºå???å¿??22å¹´æ?°å?é£???6GWï¼?è£??ºå??æ¯?è¾?6ï¼?ï¼?é£???ä¸?ç½??µé??å®??°å¤§å¹?å¢??¿ï??¶ä¸­é£?????ä¼?ä¸?ç½??µé??å¢???34.0ï¼?/71.3ï¼???????2å¹´ï?é£???è£??ºè?模达19.9GWï¼????¸å????äº???2å¹´ä???年度?°è?½æ?è£??ºè?10GW??

?????¡ä»·??????ï¼?ä¸?绩è?é¢???

????é£??©æ??示ï??¤ä»·?µä»·æ³¢å?¨é??©ï??°è?½æ???å±?ä¸???é¢???é£??©ã??

?¨é?¨è?è®