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2022-08-31 07:28:55浏览:13编辑:懵逼小萝莉

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?????2022?8?30???????:??????4.946??,????????????????????????????????????

???????84.26?,YTM?3.18%?????????6?,???????????????????AA-/AA-,?????100?,??????????????:0.30%?0.40%?0.80%?1.50%?2.30%?3.00%,??????????????115.00%,?6?AA-??????????6.22%??,?????84.26?,?????YTM?3.18%,???????

???????92.76?,??????7.81%??????????????6?????????????????,?2023?03?06??2028?08?29???????16.02?/?,??????8?26??????14.86?,????????92.76?,??????7.81%?

????????,???????6.26%??????"15/30,85%",????????"15/30?130%,????????"30?70%",?????????????16.02???,????4.9460??????????6.26%,?????????7.42%,??????????

???????????????109.77~122.29???,????????0.0018%?????????????,???????????????,??????????,??????????????19%??,????????109.77~122.29??????????????0.0018%,???????

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????????????????????????IT???????????????????????????????????????,?????????????IT???????????????????????????????

2017???????????,2017-2021??????17.97%???2021???????12.98??,????25.01%,???????0.37??,????38.27%??2017???,????????????????,??????????,2017-2021??????17.97%%?????,???????,2021?????,2017-2021??????-1.74%?

?????????????????,???2020?????????????????????????2019??,????????????????????,2020??,???????????????????,????????????????????????,????????????????????

?????????????,?????????????,????????2017-2021?,??????????5.98%?5.59%?4.94%?5.99%?2.90%,????????41.16%?41.17%?42.25%?42.71%?34.74%????????????,?????????,??????????

????:????????????????

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2022?????

22Q2????

22H2??????

??:??2022H1??????28.14??,????132.66%;??????2.47??,????199.85%;??????????2.08??,????162.13%???2022Q2??????15.86??,????144.60%,????29.12%;??????????1.31??,????3130.53%,????69.35%?2022H1????14.20%,????0.78pct,2022Q2???15.47%,????7.42pct,????2.93pct;2022H1??????7.39%,????0.83pct,2022Q2?????8.25%,????7.62pct,????1.96pct??????????

22Q2?????H2?????????2022Q2?????1.1??,??89%/??3%,2022Q2???????????1?+,?????0.2?????3???????,????????,????2022Q2???14.4?/?,???30%,?????????1.1-1.2?/?,?????????????????????????2022Q3??????3?+???2.2-2.3?,????????????2022Q4????,?????????

????????????????????2021??????6??,2022?????3.5??,2022H1?????????,???????????????,??2022Q3??,2022??????9.5???????????,??????,????????,????2022?????5.5-6??,2023?9-9.5??,?????25%,???????

?????????:??????????????????,??????????,?????? 2022-2024 ? ? ? ? ? ? ?5.5/8.1/10.9? ?,??20%/47%/34%,??PE???31/21/16,??????2023?30?PE,?????290?,??"??"???

????:????,???????????

????

2022?Q2????

Q2????

????????????

????:??2022Q2??????80.30??,??-25.18%,??-17.91%;????????7.23%,?????-1.43pct/+0.30pct;???????-4.22??;????????-5.99???

???????,????+???????+?????????????????????????1)??:??Q2??80.30??,??????,???????Q2??????,???????10.58??,?????-23.60%/-18.18%????????/?????6.09/4.49??,????+0.17%/-42.21%;????-6.17%/-30.30%???????????2)???:????????7.23%,?????-1.43pct/+0.30pct,?????????????+???????????3)???:??Q2??????12.83%,?????.48pct/+2.30pct,???????/?????/?????/?????????+0.07/0.46/1.54/-0.59pct,????+0.50/+0.51/.58/-0.29pct?4)?????:??Q2?????-4.22??,??????,?????????????????????????????????????Q2??????????,???????????:Q2???????0.09??,??-95.87%;Q2?????1.00??,?????-73.5%/-53.0%?

????????,????????????????????,????+?????????????;??????????????,??????????,????????????????????????????,?????????,???????

?????????:???????????????,????????2022-2024?????,?2.44/3.92/5.71????? 1.58/3.65/5.42??,??EPS?0.07/0. 17/0.25?,?? PE?238/103/69?,??????"??"???

????:??????????;??/??????????????????

????

2022?????

??????

2023???????

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??:??2022H1????5.14??,??61.55%;?????2.02??,??156.50%???2022Q2????2.85??,??41.75%,??24.38%;?????1.15??,??143.86%,??31.30%?2022Q2??????????????0.70??,??52%,??12%,????????

??????,?????????2022H1?????????????4.43??,??136%,??????38.58??,??????8.18??,??????,??????????????40%+,?????????20%-30%;????,?????50%+,??????30%,??????15%,??????????????????????2022Q2??????????????27??,??30%+,????2022???????????150??,??270%+,???????120??,???2?????,2023???????????????,??250??+?

???+????????,2023??????????????????????????,??????????????????;????????3-6KW??????5-12KW?????????,???????????????,????????????,???????????,2022???????3000?,2023?????????,??????20?????,??????????

?????????:????????????????,??????????,????2022-2024???????6.4/13.4/29.7??,??+215%/1102%,??2023?60?PE,?????1433.5?,??"??"???

????:????????????

???

2022?????

Q2??????,??????

????

2022H1?????????10.57??,??17.0%,????????????2022????,2022H1????90.15??,??57.73%;???????10.57??,??16.98%???2022Q2????51.31??,??76.85%,??32.09%;???????7.18??,??75.72%,??111.76%?2022H1????20.02%,??5.19pct,2022Q2???22.79%,??1.21pct,??6.42pct;2022H1??????11.72%,??4.08pct,2022Q2?????13.99%,??0.09pct,??5.26pct?

????????, Q2???????2022H1????????????,??EVA???????????????EVA???2022?2??????,6???30000?/??,?????22000-23000?/????????????,2022Q2??????14?/??,??Q1??2.5?/??+,?????1.9?/??,??Q1??0.8?,???????2022H1????6.15??,??33%,??2022Q2????3.3??,??17%,??38%,????Q2?????2022?????????????,?????????????????

??????????,????????????????????????????,????????????????????2022H1????5650??,??80%,??Q2??3150??,??92%,??26%??????????,?????2200??/?,?????????1?????????2022H1??5406??,??19%,??Q2??2706??,??15%,?????????????1.3-1.5??,??30%-50%?????4???????6.145????????????,????+?????????????????????

??????????,????????????????????2.5??????????????,???????25GW,???????????????????,???????2022H1????FCCL????????????,?????????????,???????????????,???????????????

?????????:??????????,?????EVA??????,??????????,??????2022-2024???????27.4/35.6/42.3??,??25%/30%/19%???????2023?35?PE,?????93.8?,??"??"???

????:????,????????

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2022?????

????????

??????

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????2022???:22H1????13.13??/yoy+8.57%??????2.95??/yoy+20.15%,????????,???????????2.74pct?49.75%?????,22Q1/Q2?????8.1/5.03???????+30.16%/-14.33%,????????2.13??/0.82???????+41.29%/-13.40%,Q2??????????????

?????????????,???????1)??:22H1??8379??/yoy+47.8%/??6.4%?????????????????????,?????????????????????????,????????????????????????,22H1?????????+6.73pct?58.92%?2)??:22H1??9.54??/yoy+0.04%/??72.6%????????????????????,????????,?????????????????,??22H1?????544?/?21H1???44?/??+8.8%????????????,22H1?????????-0.92pct?78.4%?3)??:22H1??2.76??/yoy+38.2%/??21%?????????,??22H1?????581?/?21H1???74?/??4.6%?22H1???????.87pct?70.6%,????????

??????,????????????1)???&???:22H1???????0.78pct?75.6%,????????????????????????????????????2.83pct?49.75%,22H1??????22.45%???+2.16%,?????????????,"????"????????2)??:??22H1??6.36??/yoy2.83%,??????363???21H1??5??????????,???????????????,???????59.86%?????17.16PCT?3)???:22H1?????????5.17????????100%???????;??????,??22H1????28?????????????????????

?????????:?????????????,22?????????????????????????,????????"??T"???T?????????,???????150-180??22Q2???????,? 6?????????????20%-30%,???????????????,????????????????&????????,???????????????????????????22-24???????+28.7%/24.8%/21.7%???,EPS???1.41/1.76/2.14?/?,??PE15X/12X/10X,??"??"???

????:???????????

???

2022????

?????????????

Q3???????

????

??:????2022????,2022H1??????14.52??,????33.61%;??????0.4??,????77.25%;??????????0.55??,????64.32%???2022Q2??????8.03??,????24.92%,????23.52%;??????????0.45??,????45.63%,????380.24%?2022H1????29.18%,????5.72pct,2022Q2???28.41%,????4.48pct,????1.72pct;2022H1??????3.76%,????10.32pct,2022Q2?????5.63%,????7.31pct,????4.18pct?2022H1?????????????,????????

????????????????2022H1?????23.37??,????16.50??,??6.87??,???21??,???2???2022Q2??????????,?????18??,??59%,??????????,?????12??,???7%?2022Q2???????8.2??,?????3.9??,??158%/??29%,???????2022H1?????+????,?????????,??????;2022Q3??????+????,??????,??????30%????????????30??,2023?????;?????2022?40-50?,2023?60-80??,????!

?????????????????2021??????????????,??200??,???????????????,????????,???????2022H2??????,????????500MW,?????,?????????????????,???????pack??????,2022H1??????1.5??,????;?????????25%,??????+??????????,??????,2022?????7-8?,2023??????!BIPV????,2022?????1-2?,2023??4-5?,???????????????,???????,???????

?????????:?????????????,??????????,??????2022-2024???????5.2/13.7/25.0??,??87%/162%/83%,??2023?55XPE,?????611?,??????,???"??"???

????:??????,????????

????

2022????:

????????+61%

?????????

??????????

????

2022H1?????????+61%?3674??????2022?8?29????2022????,2022H1????1.9??,??+93.8%,???????3864??,??+52.65%,?????????3674??,??+61.3%,??Q2,????1.14??,??20%,?????2499??,??+59%,???????2406???

???????????????????:2022H1?????33.22%,??-12.8pct,????????????????????????????,???????????????????????0.74%,??-1pct,?????3.56%,??-1.55pct,?????5.08%,??-3.7pct,?????20.58%,??-5.55pct?

????????????,??????????????:2022H1???????????1??,??+30.2%,???40.56%,??-23.44pct,????????????????????????,??????????7723??,??+297%,???17.6%,??-2.54pct?

????????????,??????????:2022?8??????????????,8?17??????????????????????,????2000??,?????????"??CVD????????"???????,????????CVD??????????????????MPCVD??????????,?????????CVD???????????,?????????????????????

?????????:??????????????????,??????????????????,????????????,????????????????2022-20224?????????0.89/1.3/1.6??,??2022-2024?PE?28/20/16?,????,??"??"???

????:????,??????,????????

????

2022?????

??????????

????:????2022????????,2022?H1??????65.73??,??,Q2????32.15??,??+0.86%,??-4.28%?2022?H1???????4.71??,??,Q2???????2.20??,??-37.85%,??-12.37%?2022?H1?????????4.01?????Q2?????????1.86??,??-21.37%,??-13.02%??????????

????????,????????2022????,??????????1211.7/1205.7??,????3.7%/6.6%;??????????3929.3/3744.52??,????3.4%/10.7%?2022??????????????2.98%,???????????????????????????2022???????????3.24 pct,????????????????-10.00pct,?????-5.33pct,??????-2.74pct,??????-2.08pct,??????-4.43pct?

????????????,??????????????2022??????????13.53%,??-0.89pct,?????????13.58%,??-0.89pct,??+0.11pct,????????????????????1.62??,??-9.18%,?????????????;?????3.82??,??-8.88%,??????????????????;?????0.31??,??-61.84%,?????????????????????????????????????????????,???????????3.13??,??0.62%?

?????????????,??????????????????????AMK??????????,?????????????,????????????????????,????AMK??????????54.6??????????,???????????????????,????????????????????????????,??????????????????????????????????,???????????????????????TFH????????????,??????,?????????????????

?????????:???????????,??2022-2024????143/162/193??,????4%/3%/9%;??????11.7/14.1/16.3??,????+21%/+21%/5%,??EPS ?0.9/1.1/1.2?,??PE?20/17/15?,??"??"???

????:??????????,???????????

????

2022?????

?????????

??????????

??:??2022H1??????24.41??,????67.96%;??????4.35??,????70.23%;??????????3.98??,????67.21%???2022Q2??????13.39??,????60.03%,????21.50%;??????????2.34??,????77.04%,????42.26%?2022H1????31.35%,????1.99pct,2022Q2???32.85%,????5.61pct,????3.33pct;2022H1??????16.31%,????0.07pct,2022Q2?????17.46%,????1.68pct,????2.55pct??????????

22Q2??????????????2022H1?????????18.1??,??40%,??37-39??,??18%,??2022Q2?19????;2022H1?????????3.0??,??349%,??5-6??,???4???,??2022Q2?3-4????????????12%??,??7.6pct?2022?6????????????,????????,????2022?????????110??,??60%+;???????30??+,?9-10???;2022?????120??,2023?????,????2023?????????4-5???????,??????,?????????,??????

?????????????????????2022H1???????????53%,???????,?????????2022Q1?42%??????2022Q2??70%,???????IGBT???????????????,???????????40%??;?????????,??????30%??,??????

?????????:??????????,???????????,????2023-2024???????,?????? 2022-2024 ? ? ? ? ? ? ?12.9/29.1/43.9??,??72%/126%/51%,??PE???77/34/23,??????2023?50?PE,?????391?,??"??"???

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???????,???188???,100%??!?????0831????????????????????????????????????????????????????????????,??????APP
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