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铝价/氧化铝价格敏感性测算单吨净利(电价假设0.45元/度,所得税假设25%)
铝价/氧化铝价格敏感性测算单吨净利(电价假设0.45元/度,所得税假设25%)
行业数据
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原图定位
图片属性
图片格式:PNG
图片大小:334KB
图片尺寸:3892*1346
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所属报告:
2026年铝行业年度策略:供需矛盾催化升级周期红利价值凸显-251203(31页).pdf
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行业数据
2026-07-08
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中国氧化铝供需平衡表(万吨)
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行业数据
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行业数据
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行业数据
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行业数据
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行业数据
2026-07-08
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国内氧化铝建成产能(万吨)
fCDmnIjku70gfCAyMDIz77yI5LiH5ZCo77yJIHwgMjAyNO+8iOS4h+WQqO+8iSB8IDIwMjXvvIjkuIflkKjvvIkgfCAyMDI277yI5LiH5ZCo77yJIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tfAp8IDHmnIggIHwgOTgwMCAgICAgICAgfCAxMDAwMCAgICAgICB8IDEwNDAwICAgICAgIHwgMTEwNTAgICAgICAgfAp8IDPmnIggIHwgMTAwMDAgICAgICAgfCAxMDAwMCAgICAgICB8IDEwNTAwICAgICAgIHwgMTEzMDAgICAgICAgfAp8IDXmnIggIHwgMTAwMDAgICAgICAgfCAxMDA1MCAgICAgICB8IDExMDAwICAgICAgIHwgMTEzNTAgICAgICAgfAp8IDfmnIggIHwgMTAwMDAgICAgICAgfCAxMDA1MCAgICAgICB8IDExMDUwICAgICAgIHwgMTE2MDAgICAgICAgfAp8IDnmnIggIHwgMTAwMDAgICAgICAgfCAxMDEwMCAgICAgICB8IDExMDAwICAgICAgIHwgMTE2NTAgICAgICAgfAp8IDEx5pyIIHwgMTAwMDAgICAgICAgfCAxMDMwMCAgICAgICB8IDExMDUwICAgICAgIHwgMTE3MDAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaU01N77yM5Zu96IGU5rCR55Sf6K+B5Yi456CU56m25omA
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行业数据
2026-07-08
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敏感性测算—玻璃基板(玻璃芯载板和中介层合计)中长期(2030年)市场空间(亿美元)
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行业数据
2026-07-08
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绝对估值相对折现率和永续增长率的敏感性分析(元)
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行业数据
2026-07-06
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绝对估值相对折现率和永续增长率的敏感性分析(元)
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行业数据
2026-07-06
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图表462028EG10.5占用率敏感性测试
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行业数据
2026-07-03
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图表452027EG10.5占用率敏感性测试
fCBDQUdSIFwg5YiG5rWBIHwgMTAlIHwgMTUlIHwgMjAlIHwgMjUlIHwgMzAlIHwKfCAtLS0gfCAtLS0gfCAtLS0gfCAtLS0gfCAtLS0gfCAtLS0gfAp8IDklIHwgOTElIHwgODklIHwgODYlIHwgODMlIHwgODElIHwKfCAxMSUgfCA5MyUgfCA5MCUgfCA4OCUgfCA4NSUgfCA4MyUgfAp8IDEzJSB8IDk1JSB8IDkyJSB8IDg5JSB8IDg3JSB8IDg0JSB8CnwgMTUlIHwgOTYlIHwgOTQlIHwgOTElIHwgODglIHwgODYlIHwKfCAxNyUgfCA5OCUgfCA5NSUgfCA5MyUgfCA5MCUgfCA4OCUgfAoK6LWE5paZ5p2l5rqQ77ya5aWl57u0552/5rKD77yMVHJlbmRmb3JjZe+8jOWNjuWIm+ivgeWIuOa1i+eulw==
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行业数据
2026-07-03
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根据60岁以上人口数量/渗透率对国内燕麦行业市场规模的敏感性测算
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市场规模
2026-07-02
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最新数据
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行业数据
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2026年铝行业年度策略:供需矛盾催化升级周期红利价值凸显-251203(31页).pdf
2026年铝行业年度策略:供需矛盾催化升级周期红利价值凸显-251203
铝价/氧化铝价格敏感性测算单吨净利(电价假设0.45元/度,所得税假设25%)
闲置指标投产计划
铜铝比(处于历史相对高位)
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