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20240508_国盛证券_环保行业：高质量发展持续重点细分市场向好_21页.pdf

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20240508_国盛证券_环保行业：高质量发展持续重点细分市场向好_21页.pdf

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2023 2024 05 08 P.8 14 2018-2023%15 2018-2023%Wind Wind 2023 2023 262.5%9.8%710.7%20.9%288.5%10.1%250.8%6.6%238.1%24.2%224.8%6.6%147.9%8.4%16 17 Wind Wind 54%55%56%57%58%59%60%61%62%63%64%2018 2019 2020 2021 2022 2023 2024Q1 0%20%40%60%80%100%120%2020 2021 2022 2023 2.70 2.78 3.12 2.91 2.63 2.32.42.52.62.72.82.933.13.22019 2020 2021 2022 20230.01.02.03.04.05.06.07.08.02019 2020 2021 2022 2023 2024 05 08 P.9 2.1 2023 1528.1 4.2%83.1 0.2%1 15.8%108.2%EPC 35.5%23.9%2 194.8%5499.8%47.5%36.4%3 3.4 173.1%18%Wind 19 2023%Wind 118.0 114.075.3 82.9 83.11147.11286.11480.91466.01528.128.2%-3.4%-33.9%10.0%0.2%30.6%12.1%15.1%-1.0%4.2%-40%-30%-20%-10%0%10%20%30%40%0200400600800100012001400160018002019 2020 2021 2022 2023%-100%-50%0%50%100%150%200%2024 05 08 P.10 2023 21.7%6.0%0.26pct 55.9%0.9pct 18.6 181.1 14 PPP 20%Wind 21 2023%Wind 2.2 2023 2023 770.4 2.9%97.1 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