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20230927_海通证券_机械工业行业研究报告:新能源及出口设备业绩增长较快期待消费与工业服务板块回暖_40页.pdf

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20230927_海通证券_机械工业行业研究报告:新能源及出口设备业绩增长较快期待消费与工业服务板块回暖_40页.pdf

Table_MainInfo/2023 09 27 Table_InvestInfo Table_QuoteInfo-7.79%-3.53%0.73%5.00%9.26%13.52%2022/9 2022/12 2023/3 2023/6 Table_ReportInfo 2023.09.26 2023.09.25 2023.09.25 Table_AuthorInfo:玥 Tel:(021)23219814 Email:S0850520070002:Tel:(021)23185625 Email:S0850521100001:Email:S0850523060003:Tel:(021)23185686 Email:Tel:(021)23180000 Email:23Q2 Table_Summary 12 85 2023 2023/12 1 2023Q2 20%/2 15%/1 N TOPcon IBC HJT 2 3 1 2 1/2 1 2 2 Table_Summary Wind 1 1 2023 9 1 111.27-0.63%LME 3 3984.50/2023 8 31 2165.5/-8.57%2 2023 8 31 86.86/-9.98%+4.20%3 CFETS 2022 2 6.3111 2023 9 1 7.26 5.28%0.34%4 BDI BDI 2021 2023 8 31 BDI 1086+12.54%-2.16%5 CCFI 2023 9 1 CCFI 892.98-69.19%-0.19%2023 8 25 CCFI 776.90-67.09%+2.96%CCFI 904.80-68.09%-0.08%CCFI 1110.98-76.31%-1.55%1ZCXvMqNtQmNpRtQtOtMpObR8Q6MnPrRnPoNiNrRvMfQnPyQ6MpOrRMYsQmNNZrMrO 3 1.2023H1 2023Q2.9 1.1.9 1.2.10 2.12 2.1.12 2.1.1.12 2.1.2.13 2.1.3.13 2.2 13 2.2.1.14 2.2.2.15 2.2.3.16 2.3.16 2.3.1.16 2.3.2.17 2.3.3.18 3.19 3.1.19 3.1.1.19 3.1.2.20 3.1.3.21 3.2.21 3.2.1.21 3.2.2.22 3.2.3.23 4./.24 4.1/.24 4.1.1.24 4.1.2.25 4.1.3.26 4 4.2.26 4.2.1.26 4.2.2.27 4.2.3.28 5.29 5.1.29 5.1.1.29 5.1.2.30 5.1.3.32 5.2.32 5.2.1.33 5.2.2.34 6.35 7.36 5 1.10 2 LME.10 3.11 4.11 5(BDI).11 6 CCFI:.11 7.12 8.12 9.13 10/.13 11.13 12.13 13%.14 14%.14 15.14 16%.14 17.15 18.15 19.15 20.15 21 99.5%.16 22%.16 23.17 24.17 25.17 26/.17 27.18 28.18 29.18 30.18 6 31.19 32.19 33.20 34/.20 35.20 36.20 37 RAPI%.21 38%.22 39%.22 40.22 41/%.22 42.22 43.22 44.23 45.23 46 CCFI.23 47/%.24 48/%.24 49/.25 50/%.25 51/.25 52/.25 53.25 54 PX-PTA.25 55.26 56.27 57.27 58.27 59/.27 60.27 61/.27 62 2022 100.28 63%.28 7 64%.29 65%.29 66.30 67%.30 68.30 69.30 70.30 71.30 72.31 73.31 74.31 75.31 76.31 77.32 78.32 79.32 80.32 81.33 82.33 83.33 84%.33 85.34 86.34 87.34 88%.34 8 1 12 85.9 2.9 3.12 4.14 5.16 6.19 7.21 8/.24 9.26 10.29 11.33 12/.35 13/.35 14/.36 15/.36 9 1.2023H1 2023Q2 2023 8 31 12 85/1 12 85 10 7 8 6 7/8 6 12 碁-U 9/6 1 5 wind 1.1 12 1 2023Q2 20%/2 15%/2%2023H1 2023Q2 2023H1 2023Q2 64.70 64.97 61.38 64.61 56.56 51.81 95.91 79.77 4.82 11.66 24.13 0.46-20.27-19.75-19.03-18.13-6.95 4.89 27.12 18.65/-3.76-6.35-12.08-16.72 22.62 15.49 23.22 8.23 30.13 24.33 59.71 19.09 19.80 27.71 47.54-5.66/1.29 5.72-11.32-5.73 7.62-0.09 10.21-0.35 13.93 11.12-5.90-15.64 Wind 10 1.2 2023 4 BDI CCFI Wind 1 2015 2015 1 83.99 2020 4 92.50 2021 5 175.07 2022 1 129.31 2023 9 1 111.27-0.63%-0.28%2 LME 2015 1821.50/2018 4 2602.50/2020 4 1421.50/2022 3 3984.50/2023 8 31 2165.5/-8.57%+2.17%3 2015 56.42/2020 4 19.33/2022 3 127.98/2023 8 31 86.86/-9.98%+4.20%4 CFETS 2023 8 25 CFETS 97.33+0.14%-4.50%2022 2 6.3111 2023 9 1 7.26 5.28%0.34%5 BDI BDI 2020 393 2021 10 5650 2021 2023 8 31 BDI 1086+12.54%-2.16%6 CCFI 2020 9 2022 2 3587.91 2023 9 1 CCFI 892.98-69.19%-0.19%2023 8 25 CCFI 776.90-67.09%+2.96%CCFI 904.80-68.09%-0.08%CCFI 1110.98-76.31%-1.55%1 Wind 2 LME Wind 11 3 Wind 4 Wind 5(BDI)Wind 6 CCFI:Wind 12 2.2.1 10 2021/2022/2023H1/2023Q2 67.68%/53.48%/64.70%/64.97%2021/2022/2023H1/2023Q2 81.22%/74.02%/61.38%/64.61%2023H1/2023Q2 3%2021 2022 2023H1 2023Q2 2021 2022 2023H1 2023Q2 56.44 78.45 92.37 98.82 99.46 70.80 82.78 72.57 24.80 18.98 52.39 63.43 37.16 45.93 48.00 76.92 35.44 34.01 62.98 84.92 62.97 34.09 7.13-5.89 105.58-16.83 81.26 149.37 30.32 155.78 158.61 138.21 17.21 5.37 1.33-7.95 2.11 7.92-19.32-34.34 51.76 21.24 20.23 27.18-26.34 6.04 31.84 140.32 262.51 100.72-37.38-36.68 222.10 77.23-35.45-63.05 78.93 72.94 66.41 66.52 138.63 92.25 74.76 56.64 84.87 277.99 182.29 160.14 125.68 208.27 74.89-49.98 109.97 127.92 88.80 61.93 193.38 356.66 201.27 170.77 67.68 53.48 64.70 64.97 81.22 74.02 61.38 64.61 Wind 2.1.1 10 2021/2022/2023H1/2023Q2 31.95%/34.30%/30.77%/30.79%-2.56/+2.34/-2.12/-1.16pct 2021/2022/2023H1/2023Q2 14.91%/18.53%/16.30%/15.13%+1.79/+3.62/-2.03/-2.75pct 2021/2022/2023H1 4.22/3.89/2.20+1.11/-0.34/+0.21/11.94%/14.91%/11.40%/12.58%+1.22/+2.97/+5.20/-15.37pct 7 Wind 8 Wind 13 9 Wind 10/Wind 2.1.2 2023 2023 78.42GW 153.98%232.41GW 63.64%11 Wind 12 Wind 2.1.3 N TOPcon IBC HJT N 2.2 1 2022/2023H1/2023Q2+73.40%/+56.56%/+51.81%2 2022/2023H1/2023Q2+56.53%/+95.91%/+79.77%14 4%2021 2022 2023H1 2023Q2 2021 2022 2023H1 2023Q2 300450.SZ 71.32 38.82 30.03 51.08 106.47 46.25 47.75 36.69 688499.SH 63.04 80.31 56.56 55.88 51.18 36.35-118.62-60.79 688559.SH 50.26 106.89 79.61 67.17 4.14 248.45 95.91 84.13 688518.SH 59.44 101.64 72.33 51.81 37.39 190.11 183.59 100.79 688006.SH 66.35 39.09 8.47 1.03-36.79 108.66 97.13 79.77 688155.SH 119.36 63.81 180.40 350.18 15.36-234.78 115.56 80.38 300457.SZ 118.12 73.40 3 84-0.24 63.30 56.53 12.81-2.34 66.35 73.40 56.56 51.81 41.14 56.53 95.91 79.77 Wind 2.2.1 7 1 2023H1/2023Q2 30.48%/30.22%-3.51pct/-3.99pct 2023Q2-0.61pct 10.19%/11.87%+2.65pct/+2.28pct 2023Q2+3.01pct 2 2023H1 123.57+8.57 3 2023 6 31.19+39.69%4 2023 6 45.82+35.71%13%Wind 14%Wind 15 Wind 16%Wind 15 17 Wind 18 020406080100120140160 2017 2018 2019 2020 2021 2022 2023H1 Wind 2.2.2 1 2023 6 116.22+30%2022 2023 1-6 1029.65 557.20+63.53%+33.99%2 2023 7 64.73+17%2022 2023 1-7 636.37 384.88+94.58%+28.29%19 20 2023Q2 2023Q2 3.64%+0.17pct-4.87pct 16 21 99.5%Wind 22%Wind 2.2.3 1 2 2.3 8 2021/2022/2023H1/2023Q2 12.23%/5.19%/4.82%/11.66%-24.38/-7.04/+7.46/+19.91pct 22.63%/-34.76%/24.13%/0.46%-19.33/-57.39/+66.68/+19.65pct 5%2021 2022 2023H1 2023Q2 2021 2022 2023H1 2023Q2-3.82-15.20 4.32-5.87-4.59-78.55 30.10-12.83 23.69 0.71 5.32 9.37 49.06-30.98 18.16 4.75 38.15 32.07 0.64 9.92 98.89 19.64-9.72-17.40 0.89-17.55 111.01 124.22 24.76-52.03 128.11 72.52 33.28 15.21-9.58-10.37 24.17-22.02 55.06 74.31 19.98 7.13-3.79 14.55 21.09-38.54-58.47-61.06-7.80 3.25 17.46 25.01-31.86-48.40 184.57 273.19 4.48 27.73 14.64 13.41-16.94 4.68 9.14-3.82 12.23 5.19 4.82 11.66 22.63-34.76 24.13 0.46 Wind 2.3.1 2023 8 2021/2022/2023H1/2023Q2 22.24%/17.08%/19.57%/19.60%17-2.22/-5.17/+4.49/+4.02pct 13.58%/6.92%/8.08%/7.84%-0.27/-6.66/-1.92/+0.10pct 23 Wind 2016 2016 8 24 Wind 2016 2016 8 8 2021/2022/2023H1 3.89/3.28/1.42-0.64/-0.61/-0.18 2021/2022/2023H1/2023Q2/2.73%/3.79%/-6.80%/2.47%-7.27/+1.06/-6.62/-4.65pct 25 Wind 2016 2016 8 26/Wind 2016/2016 8 2.3.2 2023 4246.44+15.97%1237+7.19%2023Q2 2166.36+20.24%622+3.84%18 27 Wind 28 Wind 2023 2023 761+34.30%2299+77.67%2023Q2 512+45.87%1259+149.80%29 Wind 30 Wind 2.3.3 19 3.3.1 6 2021/2022/2023H1/2023Q2 32.81%/13.24%/-20.27%/-19.75%2021/2022/2023H1/2023Q2 90.58%/68.66%/-19.03%/-18.13%6%2021 2022 2023H1 2023Q2 2021 2022 2023H1 2023Q2 16.26-10.65-40.25-37.53 76.77 68.76-84.99-66.77 103.50 81.85-19.44-23.35 228.17 92.12-27.95-29.22 8.24-9.13-21.09-34.10 104.39-28.37-413.32-592.82 30.90 23.24 5.65 5.10 22.23 68.55-10.11-7.03 41.30 3.25-25.41-16.14 104.55 83.14 43.76 45.52 34.73 27.17 53.40 51.15 10.02 15.37 76.66 93.50 32.81 13.24-20.27-19.75 90.58 68.66-19.03-18.13 Wind 3.1.1 6 2021/2022/2023H1/2023Q2 40.02%/38.47%/37.35%/37.63%+6.32/-1.55/-5.95/-7.44pct 11.59%/13.55%/14.50%/17.34%-0.77/+1.96/-3.06/-1.90pct 31 Wind 32 Wind 2023 6 2021/2022/2023H1/2023Q2/24.50%/22.00%/15.60%/13.56%-4.86/-2.50/-1.56/-6.00pct 2021/2022/2023H1 6.05/4.47/1.60+1.62/-1.58/-0.88 2023 20 33 Wind 34/Wind 3.1.2 2023 5-7 GJEPC 2023 6.83 20.58%4.85 44.25%2023Q2 3.34 29.81%1.90-47.05%2023 7 8.12%47.16%2023 7 8.24%1.16pct 9.59%2.98pct Rapaport 7 RAPI 0.3ct-1.5%0.5ct-4.8%1ct-2.7%3ct-1.5%2022 2023 5 7 1 RAPI 35 GJEPC 36 GJEPC 21 37 RAPI%-6.0-4.0-2.00.02.04.06.08.02019.04 2019.07 2019.1 2020.01 2020.06 2020.09 2020.12 2021.05 2021.08 2021.12 2022.03 2022.06 2022.09 2022.12 2023.03 2023.06RAPI 0.30 ct.RAPI 0.50 ct.RAPI 1 ct.RAPI 3 ct.Rapaport 3.1.3 3.2 7 1 2021/2022/2023H1/2023Q2+41.15%/+14.02%/-6.95%/+4.89%2 2021/2022/2023H1/2023Q2+12.78%/+11.78%/+27.12%/+18.65%7%2021 2022 2023H1 2023Q2 2021 2022 2023H1 2023Q2 603277.SH 52.31 8.30-6.95-4.08 32.69 8.96-3.02 11.87 688789.SH 31.74-5.15 21.13 48.61 32.38 7.24 20.07 67.05 603129.SH 73.71 44.73 32.67 37.27 12.78 70.43 80.41 70.33 002444.SZ 27.80 15.48-15.86-19.91-5.93 11.78 36.01 24.30 603583.SH 41.15 14.02-9.51 4.89-33.29 21.18-54.53-35.68 605288.SH 35.11-31.80-10.26 1.10-32.43-58.33 47.54 18.65 300833.SZ 54.66 97.80 24.16 11.65 54.28 161.97 27.12 8.08 41.15 14.02-6.95 4.89 12.78 11.78 27.12 18.65 Wind 3.2.1 7 1 2023H1/2023Q2 32.58%/31.34%+6.74pct/+5.37pct 2023H1/2023Q2 16.72%/21.33%+3.77pct/+6.13pct 2 2023H1 22 56.46+1.93 3 2023H1/2023Q2/18.38%/23.23%+12.20pct/+7.02pct 38%Wind 39%Wind 40 Wind 41/%Wind 42 Wind 43 Wind 3.2.2 2022 10 2022 10 10 7.1440 2023 2 2 6.7221 2023 2 2023 8 31 7.2904 23 44 Wind 45 Wind CCFI CCFI wind 2023 8 25 CCFI/CCFI/CCFI/CCFI 894.66/1110.98/526.76/776.90 2023 1 6 1255.89/1753.37/696.27/843.96 46 CCFI Wind 3.2.3 2023H1 24 4./4.1/8 2022/2023H1/2023Q2+12.93%/-3.76%/-6.35%2022/2023H1/2023Q2+16.10%/-3.76%/-6.35%8/%2021 2022 2023H1 2023Q2 2021 2022 2023H1 2023Q2 002430.SZ 18.28 7.79 4.29-8.38 41.60 1.37 4.29-8.38 601369.SH 28.47 3.91-11.80-15.13 25.22 12.96-11.80-15.13 300470.SZ 22.43 7.34 6.94 5.61 36.27 7.59 6.94 5.61 002549.SZ 28.68 27.66-18.97-4.32 92.34 19.25-18.97-4.32 688268.SH 34.78 33.84-16.21-23.71 21.46 59.48-16.21-23.71 688106.SH 40.05 12.97 21.92 27.13-15.34 37.14 21.92 27.13 688146.SH 42.00 12.90-16.23-24.44 49.46 7.92-16.23-24.44 688548.SH 35.83 30.72 34.23 26.04-55.31 95.22 34.23 26.04 31.73 12.93-3.76-6.35 30.75 16.10-3.76-6.35 Wind 4.1.1&8 1 2023H1/2023Q2 33.91%/36.28%-2.66pct/-2.74pct 2023Q2+2.73pct 2023H1/2023Q2 13.03%/14.44%+0pct/+3.09pct 2023Q2+2.64pct 2 2023H1 71.19+12.15 3 2023 6 8.54-12.79%4 2023 6 7.09-4.21%47/%Wind 48/%Wind 25 49/Wind 50/%Wind 51/Wind 52/Wind 4.1.2 PX-PTA 2020 10 2020 10 30 36.29/2022 3 8 127.98/2023 8 31 86.86/PX-PTA Wind 2020 11 PX-PTA 2023 8 30 PX-PTA 2543/53 Wind 54 PX-PTA Wind 2023 8 5 2023 8 31 26 1 520/1.5%9.4%2 549.44/1.51%27.56%3 1054.07/0.68%26.64%55 Wind 4.1.3 1 2 4.2 6 1 2022/2023H1/2023Q2+19.36%/+22.62%/+15.49%2 2022/2023H1/2023Q2+31.41%/+23.22%/+8.23%9%2021 2022 2023H1 2023Q2 2021 2022 2023H1 2023Q2 300012.SZ 21.34 18.52 17.71 13.85 29.19 20.98 18.62 17.76 300416.SZ 26.74 20.21 21.57 17.12 53.98 41.84 27.82 18.17 300887.SZ 40.70 87.48-29.50-42.49 34.54 45.63 2.92-1.30 002967.SZ 22.09 15.89 23.68 8.19-22.60 0.98 215.57-36.30 300938.SZ 37.56 38.11 31.58 32.34 32.87 47.46 45.80 49.17 301228.SZ-17.28 39.78 48.94-135.83-41.21-41.78 26.74 19.36 22.62 15.49 32.87 31.41 23.22 8.23 Wind 2021 2021 4.2.1 6 2023H1/2023Q2 44.57%/46.85%+4.09pct/-0.67pct 2023H1/2023Q2 12.02%/16.25%27+1.50pct/-1.44pct 2023H1 1.09-0.25 2023H1/2023Q2/9.01%/15.25%+2.58pct/-3.07pct 2023H1 1.04-0.02 2023H1/18.17%+2.14pct 56 Wind 57 Wind 58 Wind 59/Wind 60 Wind 61/Wind 4.2.2 2022+4.54%2022 2022 52769 1.58%4275.84 4.54%28 62 2022 100 2022 63%2022 4.2.3 29 5.5.1 碁-U 12 1 2022/2023H1/2023Q2+49.00%/+30.13%/+24.33%2 2022/2023H1/2023Q2+24.30%/+59.71%/+19.09%10%2021 2022 2023H1 2023Q2 2021 2022 2023H1 2023Q2 688012.SH 36.72 52.50 28.13 27.46 105.49 15.66 114.40 107.53 688981.SH 29.70 38.97-13.32-12.79 147.75 13.04-52.06-58.75 002371.SZ 59.90 51.68 54.79 37.71 100.66 118.37 138.43 120.29 688200.SH 120.96 21.89-29.50-35.58 120.28 19.95-40.39-41.63 688082.SH 60.88 77.25 46.94 34.00 35.31 151.08 85.74 32.82 300604.SZ 88.00 70.49-35.86-32.04 157.17 111.28-91.65-55.34 603690.SH 49.18 46.32 32.13 21.57 8.12 0.24 33.67-22.52 688120.SH 108.58 104.86 72.12 67.63 102.76 152.98 101.44 90.77 688037.SH 151.95 67.12 37.95 27.09 58.41 158.77 95.48 88.41 688383.SH 69.90-1.08-16.43-38.56 115.78-11.76-63.90-127.78 688630.SH 碁 58.74 32.51 24.89 7.31 49.44 28.66 27.84 5.36 688361.SH-U 51.76 41.24 202.25 170.44 34.96-78.02 242.88 216.91 60.39 49.00 30.13 24.33 101.71 24.30 59.71 19.09 Wind 5.1.1 12 1 2023H1/2023Q2 45.97%/45.94%+0.10pct/-0.34pct 2023Q2+0.35pct 20.78%/20.83%-0.55pct/-4.02pct+0.50 2 2023H1 97.30-1.47 3 2023 6 24.11+18.52%4 2023 6 42.36+55.05%64%Wind 65%Wind 30 66 Wind 67%Wind 68 020406080100120140160 2017 20182019 2020 2021 2022 2023H1 Wind 69 020406080100120140160180 2017 2018 2019 20202021 2022 2023H1 Wind 5.1.2 2023 6 415.1 yoy-17.3%/122.8/99.4/46.8/39.4 yoy-24.4%/-17.9%/7.6%/-3.5%70-60-40-2002040608001020304050602001-012002-012003-012004-012005-012006-012007-012008-012009-012010-012011-012012-012013-012014-012015-012016-012017-012018-012019-012020-012021-012022-012023-01%Wind 71-40-30-20-10010203040051015202016-012016-062016-112017-042017-092018-022018-072018-122019-052019-102020-032020-082021-012021-062021-112022-042022-092023-02%Wind 31 72-80-60-40-20020406080024681012142001-012002-022003-032004-042005-052006-062007-072008-082009-092010-102011-112012-122014-012015-022016-032017-042018-052019-062020-072021-082022-09%Wind 73-60-40-2002040600123452001-012002-022003-032004-042005-052006-062007-072008-082009-092010-102011-112012-122014-012015-022016-032017-042018-052019-062020-072021-082022-09%Wind 74-60-40-2002040600.00.51.01.52.02.53.03.54.04.55.02001-012001-112002-092003-072004-052005-032006-012006-112007-092008-072009-052010-032011-012011-112012-092013-072014-052015-032016-012016-112017-092018-072019-052020-032021-012021-112022-09%Wind 2023Q1 268.1 yoy+8.60%/58.6/69.3/39.3/18.8/19.0 yoy-22.6%/+42.0%/+50.0%/+1.52%/0%75-100-50050100150200250300051015202530352006-032007-012007-112008-092009-072010-052011-032012-012012-112013-092014-072015-052016-032017-012017-112018-092019-072020-052021-032022-012022-11%Wind 76-200-10001002003004005006000.01.02.03.04.05.06.07.08.09.02006-032007-012007-112008-092009-072010-052011-032012-012012-112013-092014-072015-052016-032017-012017-112018-092019-072020-052021-032022-012022-11%Wind 32 77-200-10001002003004005006007008000.01.02.03.04.05.06.07.08.09.02006-032007-012007-112008-092009-072010-052011-032012-012012-112013-092014-072015-052016-032017-012017-112018-092019-072020-052021-032022-012022-11%Wind 78-100-500501001502002500.00.51.01.52.02.53.03.54.04.52006-032007-012007-112008-092009-072010-052011-032012-012012-112013-092014-072015-052016-032017-012017-112018-092019-072020-052021-032022-012022-11%Wind 79-100-500501001502002503003500.00.51.01.52.02006-062007-042008-022008-122009-102010-082011-062012-042013-022013-122014-102015-082016-062017-042018-022018-122019-102020-082021-062022-042023-02%Wind 80-100-500501001502002500.00.51.01.52.02.53.02006-032007-012007-112008-092009-072010-052011-032012-012012-112013-092014-072015-052016-032017-012017-112018-092019-072020-052021-032022-012022-11%Wind 5.1.3/5.2 9 1 2021/2022/2023H1/2023Q2+36.63%/+20.08%/+19.80%/+27.71%2 2021/2022/2023H1/2023Q2+13.03%/+0.69%/+47.54%/-5.66%33 11%2021 2022 2023H1 2023Q2 2021 2022 2023H1 2023Q2 688112.SH 37.60 30.90 43.27 38.17 50.92 73.67 47.54 30.29 688337.SH 36.63 30.30 18.94 6.67 85.65 2472.87 61.27-5.66 688283.SH 25.12 35.28 47.29 43.82 13.03 60.23 77.56 47.41 300203.SZ-8.55-8.00-11.11-19.70-147.51-61.25-59.25-83.82 688600.SH 34.79 20.08 15.17 13.40-19.32 0.69 72.16-39.54 300165.SZ 64.84-16.39-5.00 10.97-357.27-90.94 757.21 178.85 688622.SH 48.66-39.63 44.23 56.95 13.13-180.60-101.99-285.66 688056.SH 5.81-3.76 26.20 27.71 6.44-35.71 3.31-2.18 002819.SZ 63.58 63.54 19.80 29.62 212.22 417.19-2274.17-523.27 36.63 20.08 19.80 27.71 13.03 0.69 47.54-5.66 Wind 5.2.1 9 1 2023H1/2023Q2 48.48%/44.89%-2.09p

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