????:1???????:???????

2??????app

3????????????

4?????

5??????

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

“???,????????????????????,?????????????,???”13????,??????????????

2017???????????????????,??(002352.SZ)?????????????????,?????330??????,?????????:??(09699.HK)????????(02191.HK)?????(00636.HK)?

??????,????????????,????????6?????????????28????,??????,??????2024??6??28????????????

??????,?????????????“A+H”????????????????,??,????????????????A?20%,??,?????????????????“??????????????”?

??????????????????????,?????????????????????????300??????????????????????,?????,???????2018~2023???,???347?1182????,??48%?53%?

?????????????????,????A????????????2021??2?121???????????????????,?????35.69????,????????????????,????????????????????????????????,???????????,?????????

?

??????,?????????????????,??????????????????,???,??????????????????,???ESG(?????????????????????)????,

?????????,??,????????????,??????6.255??????

?1823????(???????6??3????????)????????48.95?,???6.25??,?????????206???

??????????????8????,?????????????????????????,??????,????????????????,???????

?????????2?,????????,??????,?????????????????

“??,???”??????2023????8??17?,??,???????????,??????,?????

??8????6?????,??“?????????????????”?

????????,???2023???????????????????8?????,?47?/?,???35.69?/?,??20%?A??????2021?????????????????????????5000????????????????1719?????

???????,?????????????????????,??,?????????

??Wind?,?2????????????,?????????????,???????????15%?2024????????3?????????????????,????????????????6????????,????IPO????????????????Choice?????????,??????????6?????30??????,????????????????????????????25?????????????,??106.49???????

?????????????,??????????????????????6????????,???????????,10???2023????5?,??????8?,???“??????”?????????????????????

??????????

???????,?????

????,2017?,?????????????????,???????330?????

2017?8?,??35.69?2.27???????????????,??80????;2021??????,????????57.18?3.50??,?????????????200??;2019?????????????????????1???,???,????58???

?????????????,??????7???????,??338??????

?????????????,??????,2019????????????2021??0.0????????????

???????,?3??«????????2023???????»?????????????????,????2023?,???????29.65?????,??200.72?,???0.0?????

????????,????????????????????????????????2017?????????80????????????????????;2019??????????58???????,?????2021?,?,??200?????????,??????????????????????????????

?,??????????????,??88.5??????56.2???????30.05???????

?,????,“????”????????????,2018????????????????????????????,??????????????????????DHL??????????,????????????????55?,???DHL?????DHL???????100%??;2021???????????,???????????????146???,?????????

???????,???????????,2018?????2023???????,??347????????????????????????1182?,???????48%??????53%?2024????,??2249.40????,????????1229.15??????????,??????????????????54.64%,??????????????????

?????,??,???????????,???????????????????339?????????,????418??????????????????????

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

?????????,??????3????,?????????????????????,????????????????

???“?”?????,???????2017??3???????60???????????/?,????,???????????????,?2021??2?????121.07????????

???,?????,?????????????,????????????????????“??”??,?2????,?????????????

?????????????????????????2021??????????????????11??????????????????,???57.18??????????????/????????3.5???????????????????????????Choice???,??22??,??????????6????????????????????,?????????????????,??????????????????????????????????????????

???,?????????2021??~2023?????????,??????21.7%?16.03%???????????29.75%????????????????????6?????????28??????????,?????????35.69???

?????“?”?2022???????5????,??40????????,????????????????2022??12??,??????????????????,??

???????????????(??“??????????????”)????,?????,???5876.18??????,???33.6?????????????

????,????????5844.32????????,?????????????????????,??????13?????????????

?????????????????,2017???3??60??????,??35.69???????,??????????

?

?????????,??

???????????,????,??2023??,???,?????

??????????,?????????????????,2013???????,?????????61.6%????2022?,??2.1%?

?????,??,????????????,2021?2023???????,?2072???????????????2675??????2584???????????????,??34.55%?29.11%?-3.39%,???????

????????,???2021?2023??????,????????12.37%?12.49%?12.82%,??????1.89%?2.62%?3.06%???????????????????2017?????????,????20.07%???????6.68%?

?????????????,2019?????????,???????????????,?????????,?????????

??,???????????2015?,??????«?????»??????????:“????????????????,??????????????????????,????????,?????”

??,?????,???????????????????,?????????????????,?????

??,2018??????,??????????(?????????????????)?81.1%,2023?????54.5%?2018?????,????2.8%,2023?23.2%?

?,??????“????????”?

????????????,??????,???????????????????????????????????????????,??2022???????????1.6%?2023???????????????????6%,2023????????2.3??,?????????369%,????3.27????????????????,????299.7%??2024?????,?3?????????31??????2024?????,?,????500?????????????2024??,????????990.2?????28%,?????????????

????,??????????4??????30?,????,???????????????,????2024?????111.70???????????????????101.25???????????;???????????2024????96.9??????????????93.2?????

??????,???????????????,???????????“?????????”? ?????????????:????????????