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107%2.5 1.8 41%688231.SH 2.4 1.9 25%9.5 7.3 31%0.3 0.2 62%0.9 0.7 35%688281.SH 1.9 1.4 31%6.7 5.1 31%0.9 0.6 49%3.3 2.3 43%199.2 168.6 18%900.9 769.5 17%18.2 15.4 18%78.7 66.7 18%Wind 22 23 Q1&22 22&19 26 Wind 27 Wind 28 Wind 10 22 22A 21A Yoy 22A 21A Yoy 22A 21A Yoy 408.99 376.07 8.75%13.14 12.09 8.73%8.70 7.08 22.76%49.42 41.57 18.88%6.88 4.88 41.18%6.02 4.66 29.14%20&170.45 129.68 31.44%25.16 17.70 42.10%24.17 15.45 56.46%272.04 222.22 22.42%33.56 32.01 4.85%30.19 26.18 15.31%Wind 11 23Q1 23Q1 22Q1 Yoy 23Q1 22Q1 Yoy 23Q1 22Q1 Yoy 68.92 61.51 12.04%0.77 0.42 85.32%-0.45 0.08-672.93%13.41 12.10 10.81%2.44 2.14 13.98%2.41 2.13 13.37%&46.15 34.77 32.73%6.95 5.11 36.13%6.80 5.00 36.07%70.76 60.24 17.46%8.03 7.70 4.32%7.23 6.87 5.30%Wind 23Q1+56.1%+106.7%+24.6%+61.8%+83.2%+547.9%+33.4%+59.7%+54.2%+51.5%2016 2017 2 1)22 23Q1 2)23Q1 3)22A 4)12 2022A 2022A%2022Q4 2022Q4%2023Q1 2023Q1%529.9 23.7%142.8 27.8%137.7 20.2%384.7 24.7%106.1 29.0%99.2 20.9%145.2 21.1%36.8 24.5%38.5 18.4%3.2 14.2%1.1 49.5%0.8 28.7%7.4 5.2%2.2-0.1%2.1 35.0%28.1 12.6%8.8 23.4%6.7 5.3%25.3 24.0%9.2 63.7%6.0 36.5%2.3-53.4%0.9-29.8%1.0-6.3%21-4.7 0.6%-3.0-13.8%-0.3 42.4%0.3 42.4%0.0 50.8%0.2 61.8%1.2-60.6%0.4-77.6%0.3 1294.7%79.3 23.6%17.9 12.8%20.6 17.3%0.6 18.4%0.3 211.6%0.2 64.0%78.0 22.8%16.8 9.9%20.7 17.8%8.6 27.4%0.6-17.7%2.8 15.2%69.4 22.3%16.1 11.3%17.9 18.3%Wind 3 2022A+22.1%+44.2%2023Q1+24.6%+22.4%2022A 23Q1 1 2 3 15 29 30 Wind Wind 13 22A&23Q1 2022 23Q1 2022 23Q1 2022 23Q1 2022 23Q1 001270.SZ 2.8 0.4 1.3 0.1 32%98%-17%15%688375.SH 34.6 7.0 5.2 1.2 38%15%41%16%301050.SZ 8.6 2.5 2.8 0.9 17%9%38%-16%002935.SZ 12.1 1.3 1.1-0.1 16%77%-5%10%002025.SZ 60.2 17.8 5.6 2.2 17%16%14%38%002179.SZ 158.4 53.4 27.2 9.9 23%35%36%35%22 688385.SH 35.4 8.1 10.8 1.9 37%4%109%-19%002446.SZ 14.2 3.5 2.4 0.7 48%-9%215%18%688270.SH 2.4 0.4 1.1 0.1 27%33%9%5%300366.SZ 21.9 4.9-0.4 0.2 17%31%-79%-25%688066.SH 24.6 2.8 2.6-0.9 67%41%32%-80%688568.SH 15.8 2.7 2.4 0.1 52%85%10%629%002025.SZ 60.2 17.8 5.6 2.2 17%16%14%38%002179.SZ 158.4 53.4 27.2 9.9 23%35%36%35%600879.SH 174.8 44.6 6.1 1.8 9%21%11%9%000733.SZ 72.7 21.0 23.8 7.3 28%11%60%21%688102.SH 9.9 2.5 0.8 0.2 3%5%23%-31%Wind 4 15 5 7 2022+8.5%+21.1%2023Q1+6.7%+16.9%2022A 2023Q1 31 32 Wind Wind 33 34 ROA/ROE Wind Wind 23 14 22A&23Q1 2022A 23Q1 2022A 23Q1 2022A 23Q1 2022A 23Q1 002179.SZ 158.4 53.4 27.2 9.9 23%35%36%35%600760.SH 416.0 91.8 23.0 6.4 20%17%35%26%600765.SH 105.7 23.4 12.0 2.7 20%13%35%30%002389.SZ 38.6 5.1 3.1 0.2 32%-30%35%-46%600855.SH 18.0 2.1 0.1-0.4-35%-10%-95%-6%600501.SH 41.5 5.2 0.8-0.1 2%1%14%-12%600967.SH 143.5 25.9 8.2 2.1 4%-8%10%4%600435.SH 38.4 5.8 1.9 0.2-4%2%39%-31%002189.SZ 32.9 5.8-1.9-0.7-20%-32%-226%-126%002935.SZ 12.1 1.3 1.1-0.1 16%77%-5%10%600990.SH 27.2 2.1 0.7-0.7-13%-10%-64%11%002268.SZ 34.4 4.1 3.1-0.4 16%-37%22%-2%002544.SZ 70.8 12.2 2.1 0.2 8%4%51%14%000733.SZ 72.7 21.0 23.8 7.3 28%11%60%21%000066.SZ 140.3 22.0 1.2-3.1-21%-22%-80%-161%Wind 5 2022A+14.3%+20.4%2023Q1+4.8%-17.9%2022A 23Q1 1 IISS 1040 2 SIPRI 2010 2020 31%28%17%35 36 Wind Wind 24 15 22A&23Q1 2022A 2023Q1 2022A 2023Q1 2022A 2023Q1 2022A 2023Q1 688297.SH 27.7 4.8 3.7 0.6 12%-44%25%-52%002389.SZ 38.6 5.1 3.1 0.2 32%-30%35%-46%600879.SH 174.8 44.6 6.1 1.8 9%21%11%9%300900.SZ 6.6 1.6 1.5 0.3 180%51%291%50%603261.SH 3.7 0.2 0.4-0.1 21%-28%-50%-328%688070.SH 2.9 0.8-0.3 0.0 15%68%-14%165%301213.SZ 1.0 0.1 0.2 0.0-35%89%-70%159%Wind 1 22 SW 25.30%300 3.67 31 26 2023 2023 5 5 SW 1.58%300 2.17 31 15 22 2022 37 SW 2023 Wind 5 5 25 38 SW 2023 Wind 5 5 39 SW 2023 Wind 5 5 2 2023 5 5()1.58%PE(TTM)55.32 5 19.69%()0.24%PE(TTM)69.07 5 59.39%26 40 SW Wind 5 5 41 SW Wind 5 5 PE 2023PE 2016 70-200 40-60 30 22 35 16%22A PE PEG%2022 2023E 2024E 2023E 2024E-3.45 1,114 23.05 14.56 48 39 31 1.56 1.23 0.20 709 5.23-16.01 136 80 60 1.16 0.87 1.42 1,143 12.68 3.63 90 75 64 2.85 2.43-9.29 248 3.87 20.53 64 27 23 0.43 0.35*10.42 335 3.70 79.29 90 62 45 1.43 1.03-4.82 682 8.72 26.62 78 67 59 3.43 2.99*10.18 102 2.44 19.23 42 32 26 1.21 0.98-6.75 314 6.88 30.67 46 39 32 1.43 1.19&*-17.34 378 12.02 159.05 31 23 18 0.72 0.55*-18.62 131 4.86 82.59 27 21 16 0.71 0.55*-14.15 95 1.83 91.13 52 34 22 0.64 0.40*-5.00 198 6.25 101.70 32 23 17 0.65 0.50 27*-12.51 68 2.13 86.47 32 18 13 0.32 0.24-3.08 913 27.17 38.35 34 26 20 1.02 0.80*-21.17 469 23.82 146.21 20 15 12 0.55 0.43-2.25 293 5.55 12.37 53 40 32 0.98 0.78*376.71 289 1.93 16.95 150 99 78 2.55 2.02*-8.36 167 8.52 68.68 20 15 13 0.65 0.54*-8.92 171 8.01 56.83 21 15 13 0.51 0.42*-31.24 162 8.05 70.09 20 16 13 0.67 0.55*-18.38 159 5.57 54.49 29 20 15 0.54 0.41-16.81 366 10.80 99.98 34 26 21 0.93 0.74*-2.31 78 1.85 67.55 42 30 23 0.85 0.66*-25.02 212 1.97 42.02 108 26 19 0.18 0.13*-18.61 181 3.37 49.56 54 39 28 0.99 0.71 1.56 144 2.55 66.24 56 40 29 1.11 0.80*1.57 270 3.33 50.61 81 59 43 1.61 1.19 1.70 316 7.65 37.25 41 31 25 1.02 0.83*5.68 228 5.96-13.38 38 33 26 1.58 1.28 Wind 5 5*wind 42 PE/PEG Wind 5 5 1 2 3 4 28 5&1 2 3 29 2014 7 2016 2017 2022 6-12 A 300 500 20%5-20%5%5%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