建材行业2022年度投资策略：动能转换成长进阶-211231（54页）.pdf

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1、20211231 S001052002000120222 2021İ20212021/12/31İ4.46%3009.662814+ 52.84%+24.97%+16.62%飬2022202192021202120202021920211220222020Q32021202220211-320222021壬20221硢硢rQsMtRtNrNxPmOqMrQmQmRbRbP7NtRrRpNsQkPqQpOjMmMnR9PrQnNNZoOvNuOrMzQ3 1 2021İ2 3 4 5 6 4 2021İ282021 2820212021/12/31İ4.46%3009.662814 + 52.8

2、4% +24.97%+16.62%+6.65%+5.88%-11.13% wind-20%-10%0%10%20%30%40%50%豸 豸 300 -12%-6%0%6%12%18%24%30%36%42%48%54% 5 2021İ 2021İ 2021Q12021Q22021Q32021Q4İ-404812162021-012021-022021-032021-042021-052021-062021-072021-082021-092021-102021-112021-12wind300 300-10%-6%-2%2%6%10%SW 3006 2021İ TOP 10 TOP 10 20

3、21İİ 2021PVC顣2021/12/28wind362.21%229.97%169.62%148.63%101.80%89.58%74.20%67.35%66.04%65.70%-67.52%-43.43%-28.51%-27.19%-23.11%-21.50%-19.72%-17.55%-17.50%-17.05%*STA7 2021İPETTM2/5/10 PE/Band 2021/12/28PETTM14.652822300PE PE60%550%29%024681012141618400050006000700080009000100002020/122021/12021/220

4、21/32021/42021/52021/62021/72021/82021/92021/102021/112021/12 9.69X 11.85X14X 16.15X PE-TTMwind 2 5 1 0 2 5 1 0 8 6 . 3 6 56% 83% 90% 2 8 . 3 3 99% 95% 94% 6 9 . 0 5 68% 57% 52% 豸 2 6 . 6 3 26% 24% 33% 5 9 . 8 5 100% 93% 78% 2 2 . 5 9 28% 39% 19%豸 5 4 . 4 3 89% 96% 92% 1 9 . 9 3 2% 29% 15% 5 2 . 8 5

5、 6% 34% 43% 1 9 . 8 5 1% 6% 5% 5 0 . 9 7 100% 95% 76% 1 8 . 1 5 42% 53% 70% 4 6 . 0 3 57% 83% 91% 1 4 . 8 2 8% 4% 16% 3 7 . 7 9 47% 33% 33% 1 4 . 6 5 60% 50% 29% 3 5 . 8 2 13% 31% 20% 1 4 . 3 8 35% 15% 16% 3 4 . 4 2 11% 27% 25% 3 0 0 1 4 . 0 7 50% 68% 80% 3 3 . 0 5 99% 83% 73% 9 . 5 1 60% 28% 16% 3

6、1 . 6 5 82% 93% 96% 9 . 3 5 16% 32% 16% 2 9 . 9 5 25% 28% 15% 8 . 3 7 41% 17% 8% 2 9 . 0 6 2% 15% 11% 6 . 0 6 14% 7% 25%PE T T M P E T T M P E T T M PE T T M 8 wind2021İ İİ87 2021İ5888.72 14.66%755.48 13.84%+39.45%+39.15%+35.41%+230.90% + 147.63% +12.73%2021 20213351 473 340 79 1010 636 3234 339 251