20230306_华创证券_建筑行业证券研究报告：新十载“疆”来可期_16页.pdf
2009 1210 2023 03 06 5600 2015 21 2023 2022 20 2022 GDP 17741.34 3.2%2013 8.6%2022/GDP 2509.27/7271.08/7960.99 14.1%/41.0%/44.9%2022 18.6%11.2 37.8%26.6 1 2 3 4 1 2 3 4 22 78.1%5 S0360519060002 021-20572575 S0360520120001 S0360522070002%()157 0.02()20,070.66 2.11()15,784.86 2.18%1M 6M 12M 5.0%7.3%0.5%6.5%4.9%10.6%2023-02-01-23%-15%-6%2%22/03 22/05 22/07 22/10 22/12 23/022022-03-032023-03-03 300 2009 1210 1ZEVxOtOsRnMoQpMtOtMpO7N8QaQoMoOoMtQkPoOpMeRpPtNaQoPtQuOsOsRNZoNtR 2009 1210 3“”.5.6.9.12.12 2009 1210 4 1.5 2.6 3.6 4-.7 5“”.8 6 GDP.8 7 GDP.10 8 GDP.10 9.10 10.10 11.11 12.11 2009 1210 5 166.49 5600 1 1979 1980 1988 s 1989 1999 2000 2015 21 2023 2009 1210 6 2-2022 9 12 7 10 3 2009 1210 7 4-1 2 20 1 2022 12 2 2023 2 20 4000 3 2030 2009 1210 8 5“”“”“”“”“”“”“2 0 3 0”“”2 0 2 2 2026 2022 2026“”“”“”“”“”“”“”2 0 3 5”“”“2 0 3 5”“”“2 0 3 0”“”-GDP 20 2021 GDP 52943.94 28.2%10%2021 GDP 15898.69 63.7%,6 GDP 2020 2021 7033.68 8335.41 18.5%3588.69 4197.62 17.0%7201.1 8175.08 13.5%9712.23 15898.69 63.7%1710.82 1971.12 15.2%2009 1210 9 531.87 622.02 16.9%598.93 692.02 15.5%77.92 85.38 9.6%81.34 87.46 7.5%4132.68 4885.27 18.2%1444.11 1796.77 24.4%1694.44 2067.47 22.0%1059.49 1357.61 28.1%739.71 858.69 16.1%347.23 388.69 11.9%426.93 546.22 27.9%437.59 453.07 3.5%158.46 186.96 18.0%126.41 139.28 10.2%188.5 199.11 5.6%41292.13 52943.94 28.2%wind 1 1978-2000 2 2000-2013 EPC 3 2013-2018 4 2018-2022 1%-3%1 2 3 2022 GDP 17741.34 3.2%2013 8.6%GDP 2013-2022 CAGR=8.2%2022/GDP 2509.27/7271.08/7960.99 14.1%/41.0%/44.9%2009 1210 10 7 GDP 8 GDP wind wind 1999 2008 19 80 2022 8823.2 7.6%5.1%2022 18.6%11.2 39.6%3.6 37.8%26.6 42.2%9.2 283.6 4.5%1110 44.9%2022 5019 7234.77 33.24%4629 6039.01 83.47%26.96%9 10 0%10%20%30%40%50%60%70%80%90%100%2013 2014 2015 2016 2017 2018 2019 2020 2021 2022-20%-15%-10%-5%0%5%0501001502002503003504002018 2019 2020 2021 2022-10%0%10%20%30%40%50%60%70%80%0200400600800100012002018 2019 2020 2021 2022 2009 1210 11 11 wind 12-30.0%-20.0%-10.0%0.0%10.0%20.0%30.0%40.0%50.0%0.001000.002000.003000.004000.005000.006000.007000.008000.009000.0010000.002010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022:2009 1210 12 1 2 3 4 1 2 3 4 22 78.1%5 2009 1210 13 4 2019 5 2019 2020 2020 2020 Wind 2015 2017/2019/2018/2019/2018 2019 2019 2020 2020 2020 2020 Wind 2009 1210 14 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-63214682 010-66500808 010-66500821 010-63214682 0755-82828570 0755-83715428 0755-82871425 0755-83024576 0755-82756804 0755-82756803 0755-82871425 021-20572536 021-20572551 021-20572555 021-20572257-2552 021-20572506 021-20572585 021-20572560 021-20572509 021-20572548 021-20572573 021-20572559 021-20572559 0755-82756805 021-20572559 玙 021-25072549 2009 1210 15(300)6 20%6 10%20%6-10%10%6 10%20%3-6 5%3-6-5%5%3-6 5%26 C 3A 1061 A 19 33 12 100033 518034 200120 010-66500801 0755-82027731 021-20572500 010-66500900 0755-82828562 021-20572522 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
