“??????????”???,??????330??
????:2024-07-01 12:27:22 ??:????
????:????????spa:???????
???????? ??:???????????????????
“?,??,?,?????????”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???
??????????,?,??“?”? ?????:?????
????
