2024-2025机械行业农业板块发展分析报告.pptx
2024-2025 01 01 32 107 504 9&()()()&2024 1 19 360 2023 200 2023 55 19%23.17 8.0%20.92 7.2%20 80%237.84 30.8%90.0 11.6%56.1 7.3%38.2 4.9%2022 47.9 2022 2023 2023 23()()()2023 2023&7 2024 4 2024 3 2024 2 2024 2 2024 2024 43 2023 12 2023 2 2025 2022 9 2000 22 0.7%2022 9 22 9 1 2 22 1-8 1.7 9-12 1-1.5 23 12 24 2 24 3 24 4 2022 7/2016-2025 2016 2025 Hi-Lo 2017 2018-2020 2018-2020 2021-2023 2021 1 30%35%2 2023 15%2024 4 246 12 48 175 95%2004/2018-2020 2021-2023 2024 4 246 2004-2014 2014 238 2020 2024 246 16-17 2019 30%20%10%0%-10%-20%-30%-40%-50%-60%-70%0 50 100 150 200 250 300 20092010201120122013201420152016201720182019202020212022 2018-2022 30%25%20%15%10%5%0%-5%-10%-15%-20%-25%0 50 100 150 200 250 300 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024E 40%30%20%10%0%0 50 100 150 200 250 160%140%120%100%80%60%40%20%0%-20%-40%0 2 4 6 80%12 70%10 60%8 50%2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 10 T T-9 T-8 40%T-7 T-6 30%T-5 T-4 20%T-3 T-2 10%2015-2016 10 2023-2025 3738 3562 3301 T+T-1-T T 2019-2021 2024 2020-2022 2023 2024 2023 137%2021-2023/2017 2017 23 24 5000 4500 4000 3500 3000 2500 2000 1500 1000 500 0 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024E 2025E 209.1 198.5 141.4 57.1 53.7 59.9 202.5 211.2 205.5 73.1 61.8 81.2 85.5 0 50 100 150 250 2100 2150 2200 2250 2300 2350 2015 2016 2017 2018 2019 2020 2021 1780.41727.6 1675.0 384.2 407.9 422.8 67.6 69.4 75.2 2,000 1,800 200 1,600 1,400 1,200 1,000 800 600 400 200 0 2019 2020 2021 Kw)CO(g/kWh)HC(g/kWh)Nox(g/kWh)HC+NOx(g/kWh)PM(g/kWh)2 3.5 1 6-0.2 130 5 1 6-0.3 75 5 1.3 7-0.4 37 5.5 1.5 8-0.8 18 6.6-9.5 0.8 8 8-10.5 1 3 Pmax 560 3.5-6.4 0.2 3.5-4 0.2 130 5-4 0.3 75 5-4.7 0.4 Pmax 37 5.5-7.5 0.6 4 Pmax 560 3.5 0.4 3.5-0.1 3.5 0.19 2-0.025 130 5 0.19 3.3-0.025 75 5 0.19 3.3-0.025 56 5-4.7 0.025 Pmax 37 5.5-7.5 0.6 2022-2023 2013 2020-2021 2023 2428-9.62%2020-2021 2022 12 2023 2023 2023-100%-50%0%50%0 10 20 30 40 May-13 Jul-13 Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-14 Sep-14 Nov-14 Jan-15 Mar-15 May-15 Jul-15 Sep-15 Nov-15 Jan-16 Mar-16 May-16 Jul-16 Sep-16 Nov-16 Jan-17 Mar-17 May-17 Jul-17 Sep-17 Nov-17 Jan-18 Mar-18 May-18 Jul-18 Sep-18 Nov-18 Jan-19 Mar-19 May-19 Jul-19 Sep-19 Nov-19 Jan-20 Mar-20 May-20 Jul-20 Sep-20 Nov-20 Jan-21 Mar-21 May-21 Jul-21 Sep-21 Nov-21 Jan-22 Mar-22 May-22 Jul-22 Sep-22 Nov-22 Jan-23 Mar-23 May-23 Jul-23 Sep-23 Nov-23 Jan-24 Mar-24 2015-2016 2014-2015 500+2016 2014-2015 1 2020 2020 2 2020M2-2022M3 3 2022M3 23 4 23 11-12 38.54 38.09+145.6%+46.5%24 1 50.49+62.3%2023M11-M12 2024M1 80 200%70 150%60 100%50 23 2023 Wind 2023 57.75-8.5%2024Q1 18.28+6.7%2020-2023 2023 9.84+20.5%14.69+14.5%23H1 2023 9.85+37.3%35%30%25%20%15%10%5%0%-5%-10%-15%0 10 20 30 40 50 60 70 2020 2021 2022 2023 2024Q1 2024Q1 350%300%250%200%150%100%50%0%-50%-100%0 2,000 4,000 6,000 8,000 10,000 12,000 Jan-20 Apr-20 Jul-20 Oct-20 Jan-21 Apr-21 Jul-21 Oct-21 Jan-22 Apr-22 Jul-22 Oct-22 Jan-23 Apr-23 Jul-23 Oct-23 Jan-24 2023H1 2023-10%-5%0%5%10%15%20%0 20000 40000 60000 80000 100000 120000 140000 160000 2020 2023 2024Q1 2021 2022 2023 2023 360 2023 207 209.74 773 3700 TOP 3 10 348 45%24.0%23.5%23.0%22.5%22.0%21.5%21.0%20.5%20.0%19.5%19.0%40 35 30 25 20 15 10 5 0 2017 2018 2022 2019 2020 2021 1 2 Thank you 金山办公软件有限公司
