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美国建筑材料正由被动去库向主动补库转变-行业数据
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美国建筑材料正由被动去库向主动补库转变
美国建筑材料正由被动去库向主动补库转变
我们认为美国建筑材料正由被动去库向主动补库转变。美国建筑销量同比增速与存货同比增速均处在低位。
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所属报告:
凌霄泵业-公司首次覆盖报告:出口链核心景气标的北美补库叠加降息驱动成长-241024(28页).pdf
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美国建筑材料、园林设备及物料店销售额增速vs新房+成屋销售增速对比
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2024-08-05
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美国建筑材料、园林设备和物料店零售库存销售比
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2024-08-05
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建筑材料等地产强相关行业有补库迹象(零售商情况)
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2024-07-24
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建筑及装潢材料零售额累计值(左轴)及累计同比(右轴)
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2024-07-22
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图表542014-2021年中国外墙建筑保温材料市场规模与增速
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市场规模
2024-07-17
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图表48主要建筑保温材料对比
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2024-07-17
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天安新材深耕高分子复合饰面材料,2018年以来整合并购建筑防火饰面板材、建筑陶瓷、整装企业,
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2024-06-26
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中国建筑防水材料产量情况(亿平方米,%)
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其它
2024-06-21
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建筑防水材料产量(亿平方米)
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其它
2024-06-21
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图7我国功能性遮阳建筑材料发展历程
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产业概述
2024-06-20
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《原神》月活跃用户、用户画像一览
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行业数据
2022-10-09
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最新数据
2024年10月末基础货币结构
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行业数据
2024-12-10
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我国名义GDP和M2增速走势
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行业数据
2024-12-10
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用电侧已经实现整体出海目标,变压器、开关仍是“箭在弦上”(单位:亿元)
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行业数据
2024-12-10
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多个省份分布式新能源可接入容量极为紧张(截至24年7月,不完全统计)
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行业数据
2024-12-10
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各AI电气设备品类汇总
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行业数据
2024-12-10
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我们认为美国建筑材料正由被动去库向主动补库转变。美国建筑销量同比增速与存货同比增速均处在低位。
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凌霄泵业-公司首次覆盖报告:出口链核心景气标的北美补库叠加降息驱动成长-241024(28页).pdf
公司净利率水平位于同行业第一位(单位:%)
公司销售费用率显著低于同行业(单位:%)
公司管理费用率显著低于同行业(单位:%)
2021年公司规划未来五年离心泵产能将达到800万台
离心泵基于叶轮转动产生的离心力工作,扬程高
离心泵结构包括电机、泵体、法兰、密封件等
离心泵下游主要包括能源化工、电力等
预计2024年全球水泵行业市场规模4665亿元
预计2024年中国水泵行业市场规模为2500亿元
塑料卫浴泵产品包括浴缸泵、SPA泵、泳池泵等
泵业龙头,发展历史悠久
2022年欧美占全球水疗按摩浴缸比例合计76%
2021年欧美占全球存量泳池数量比例为62.8%
预计2024年全球SPA浴缸销售规模19.77亿美元
全球泳池保有量保持不断增长态势
美国住房销量与贷款利率呈现负相关关系
美国整体或已进入主动补库周期
美国建筑材料正由被动去库向主动补库转变
中国出口美国家具用品处于回升态势
2024年1-7月我国离心泵出口数量yoy+16%
2024年1-7月我国离心泵出口金额yoy+10%
公司实际控制人合计持股46.54%
全球水疗按摩浴缸以海外企业为主
2024H1公司塑料卫浴泵收入同比增长35%
2024H1公司塑料卫浴泵产品毛利率达到36.63%
2024年1-8月我国完成水利基建投资8019.4亿元(yoy+10.7%)
城市泵站以潜水泵为主
农田滴灌用水泵
我国水泵行业集中度呈现逐步提升趋势
水泵行业呈现智能化、绿色环保、高效节能、多
国产泵对比进口品牌在适应性、智能化控制、性价比方面具有优势
2024H1公司不锈钢泵同比增长4.11%
2024H1公司营收同比增长24%
2024H1公司不锈钢泵毛利率为36%
2024H1公司归母净利润同比增长21%
2024H1公司塑料卫浴泵产品占比50%
公司塑料卫浴泵与不锈钢泵产品毛利率较高
2024H1公司海外收入占比为57%
公司海外毛利率大于中国大陆毛利率
公司毛利率水平同业凸显(单位:%)
2024年公司估值低于行业可比公司平均水平
公司上市以来多年保持较高比例现金分红
泵可以分为叶片泵和容积式泵
离心泵泵体材质包括塑料、铸铁、不锈钢等
公司塑料卫浴泵产品以出口美欧为主
公司塑料卫浴泵竞争对手包括美国WaterWay等
不锈钢泵节能性更好,可实现对铸铁泵替代
工业设备新增加潜水电泵进入重点用能产品名录
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