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2025E-2034E10年DCF估值:目标价1,313美元
2025E-2034E10年DCF估值:目标价1,313美元
行业数据
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图片格式:PNG
图片大小:306KB
图片尺寸:2273*1347
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所属报告:
【国证国际证券】3季度利润低于预期,维持全年收入指引-251022(6页).pdf
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相关数据
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fCDlubTku70gICB8IOiuvuWkh+aUr+WHuu+8iOS6v+e+juWFg++8iSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS18CnwgMjAyM+W5tCB8IDM0Mi44ICAgICAgICAgICAgfAp8IDIwMjTlubQgfCAyNjUuODIgICAgICAgICAgIHwKfCAyMDI1RSAgfCAzNTUuMDYgICAgICAgICAgIHwKfCAyMDI2RSAgfCA0MDEuOSAgICAgICAgICAgIHwKfCAyMDI3RSAgfCA1ODMuMTMgICAgICAgICAgIHwKfCAyMDI4RSAgfCA3NDkuNiAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mlNFTUnvvIzlvKXotLnnp5HmioDmi5vogqHor7TmmI7kuabvvIzljY7liJvor4HliLg=
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行业数据
2026-07-14
原图定位
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DCF估值(单位:百万元)
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行业数据
2026-06-12
原图定位
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DCF估值(计算权益价值单位为百万元人民币)
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行业数据
2026-05-11
原图定位
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DCF估值结果(单位:百万元)
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行业数据
2026-04-01
原图定位
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DCF估值结果(单位:百万元)
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行业数据
2026-03-20
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Top 10 Global E-commerce Markets by Country & Growth (2024)
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行业数据
2026-03-16
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Figure 7: Value retail's share in snack & beverage retail market up from 0% in 2019 to 5%/10% in 2025E/29E
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行业数据
2026-03-11
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图7:小吃和饮料零售市场的价值零售份额从2019年的0%上升到2025E的5%/10%
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竞争格局
2026-03-11
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Figure 49: Our DCF valuation (Rmb m unless specified)
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行业数据
2026-03-11
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DCF估值指标(权益评估价值单位为百万人民币)
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行业数据
2026-02-26
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图10、2015-2030E甲醇燃料船数量
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行业数据
2026-02-24
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EXHIBIT 3: We revised up 2025E/2026E/2027E by 3%/10%/37%, and firstly introduced our 2028E China WFE forecast at $61bn
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行业数据
2026-02-13
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Figure 10: CO₂e emissions intensity for Indian aluminium industry in 2023 (in tCO₂e/t Al)
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行业数据
2026-02-12
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DCF估值结果(单位:百万元)
fCDpobnnm64gICAgICAgICAgICAgICB8IOmHkemine+8iOeZvuS4h+WFg++8iSB8CnwtLS0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tfAp8IOmihOa1i+acn+iHqueUseeOsOmHkea1geeOsOWAvCB8IDc0LDg5NSAgICAgICAgIHwKfCDoh6rnlLHnjrDph5HmtYHnu4jlgLwgICAgIHwgMTQ2LDM5MSAgICAgICAgfAp8IOawuOe7reiHqueUseeOsOmHkea1geeOsOWAvCB8IDg1LDgxNyAgICAgICAgIHwKfCDkvIHkuJrku7flgLwgICAgICAgICAgIHwgMTYwLDcxMiAgICAgICAgfAp8IOWHgOeOsOmHkSAgICAgICAgICAgICB8IDI3LDcxNCAgICAgICAgIHwKfCDmnYPnm4rku7flgLwgICAgICAgICAgIHwgMTg4LDQyNSAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaV2luZO+8jOWNjuazsOeglOeptumihOa1iw==
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行业数据
2025-12-30
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图7、OpenAI2024-2030E营收情况(10亿美元)
fCDlubTku70gICB8IOiQpeaUtu+8iDEw5Lq/576O5YWD77yJIHwKfC0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDI0ICAgfCA0ICAgICAgICAgICAgICAgIHwKfCAyMDI1ICAgfCAxMyAgICAgICAgICAgICAgIHwKfCAyMDI2RSAgfCAzMCAgICAgICAgICAgICAgIHwKfCAyMDI3RSAgfCA2MCAgICAgICAgICAgICAgIHwKfCAyMDI4RSAgfCAxMDAgICAgICAgICAgICAgIHwKfCAyMDI5RSAgfCAxNDUgICAgICAgICAgICAgIHwKfCAyMDMwRSAgfCAyMDAgICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8mkRhdGFMZWFybmVy77yM5YW05Lia6K+B5Yi457uP5rWO5LiO6YeR6J6N56CU56m26Zmi5pW055CG
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行业数据
2025-12-30
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【国证国际证券】3季度利润低于预期,维持全年收入指引-251022(6页).pdf
财务报表预测
2025E-2034E10年DCF估值:目标价1,313美元
利润表预测更新
3Q25经调整自由现金流27亿美元
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