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可比公司普遍存在季节性特征
可比公司普遍存在季节性特征
行业数据
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所属报告：
志晟信息-公司首次覆盖报告：智慧城市河北区域龙头成长空间大-211026（15页）.pdf
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我国钾肥消费量季节性周期明显
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行业数据
2026-04-23
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近期全球航班总数有所上升，整体高于季节性水平
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行业数据
2026-03-30
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图2.5 | 全球制造业出口和生产的季节性增长率
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行业数据
2026-03-20
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表3.2 制造行业全产业的季节性增长率
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行业数据
2026-03-20
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除2025年外，美元也在2-3有偏强季节性
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行业数据
2026-02-27
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2026年春节国际航班执行量略高于季节性水平
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行业数据
2026-02-26
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2026年春节国内航班执行量远高于季节性水平
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行业数据
2026-02-26
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2026年春节海南五星级酒店旅游消费平均价格远低于季节性
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2026-02-26
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受客户性质影响，收入回款主要集中在四季度。公司的客户主要为政府机关、事业单位及行业大中型企业，该类客户受预算管理体制、招投标制度和采购习惯的影响，一般在年末制定次年度预算和投资计划并于次年年初集中通过该年度预算和投资计划。投资计划通过后，安排进行相关招投标工作。然后公司项目中标，实施交付周期大概需要半年，再经客户验收后完全回款确认收入。因此，智慧城市行业内企业上半年的销售收入一般低于下半年，集中收入确认在四季度。
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志晟信息-公司首次覆盖报告：智慧城市河北区域龙头成长空间大-211026（15页）.pdf
行业内主要可比公司形成区域差异化竞争
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省级城市开展新型智慧城市建设渗透率已达94%
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