“??????????”???,?330???????
????:2024-07-01 12:52:18 ??:????
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“????,???????????????????,????,????????”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??????????
????????????????????????????,??????,????“???”? ???:???????????????????????????????
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