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瑞银、摩根大通2Q21-3Q22美团持股数
瑞银、摩根大通2Q21-3Q22美团持股数
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所属报告：
互联网行业：外资的互联网持仓趋势-221128（54页）.pdf
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行业数据
2026-07-08
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ASML中国大陆市场收入及占比vsASML中国大陆收入占中国大陆设备厂商收入合计（1Q22-1Q26）
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2026-07-08
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图22、130个军工标的2023Q1-2026Q1毛利率
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行业数据
2026-05-13
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图21、2026Q1，全球定价的有色、原油对PPI同比拉动走阔，国内定价部分拖累收窄
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行业数据
2026-05-11
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图21、分板块建企2026Q1毛利率情况（%）
fCDmnb/lnZcgICAgICAgfCAyMDI2UTHmr5vliKnnjofvvIgl77yJIHwg5q+b5Yip546H5Y+Y5Yqo77yIcGN077yJIHwKfC0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS18Cnwg5oi/5bu65bel56iLICAgfCA4ICAgICAgICAgICAgICAgICB8IDEuNSAgICAgICAgICAgICAgIHwKfCDpkqLnu5PmnoQgICAgIHwgMTEgICAgICAgICAgICAgICAgfCAxLjggICAgICAgICAgICAgICB8Cnwg5Zu96ZmF5bel56iLICAgfCAxNiAgICAgICAgICAgICAgICB8IDEuOSAgICAgICAgICAgICAgIHwKfCDlt6XnqIvlkqjor6IgICB8IDIzICAgICAgICAgICAgICAgIHwgMS4zICAgICAgICAgICAgICAgfAp8IOi3r+ahpeW3peeoiyAgIHwgMTEgICAgICAgICAgICAgICAgfCAxLjIgICAgICAgICAgICAgICB8Cnwg5rC05Yip55S15YqbICAgfCAxMCAgICAgICAgICAgICAgICB8IDEuNCAgICAgICAgICAgICAgIHwKfCDpk4Hot6/lt6XnqIsgICB8IDggICAgICAgICAgICAgICAgIHwgMS41ICAgICAgICAgICAgICAgfAp8IOWbreael+W3peeoiyAgIHwgMTQgICAgICAgICAgICAgICAgfCAyLjMgICAgICAgICAgICAgICB8Cnwg5LiT5Lia5bel56iLICAgfCA5ICAgICAgICAgICAgICAgICB8IDAuOCAgICAgICAgICAgICAgIHwKfCDmnZDmlpnnp5/otYEgICB8IDI2ICAgICAgICAgICAgICAgIHwgLTAuNyAgICAgICAgICAgICAgfAp8IOijheS/ruW3peeoiyAgIHwgMTMgICAgICAgICAgICAgICAgfCAxLjcgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJp3aW5k77yM5YW05Lia6K+B5Yi457uP5rWO5LiO6YeR6J6N56CU56m26Zmi5pW055CG
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行业数据
2026-05-11
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中国实际GDP增长率，1Q21-1Q26E（平均百分比变化）
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行业数据
2026-04-30
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B轮融资占金融科技交易比例显著上升（2026Q1达22%，三年前仅7%）
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行业数据
2026-04-22
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图28、21Q1-24Q4家居各子行业单季度信用减值（亿元）
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行业数据
2026-03-16
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图22、香港广义库存（竣工未售+在建未售+批出土地未动工）较24Q1高点改善
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行业数据
2026-02-28
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零跑汽车1Q22-3Q25毛利及毛利率
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行业数据
2026-02-26
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零跑汽车1Q22-3Q25销量及ASP
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行业数据
2026-02-26
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零跑汽车1Q22-3Q25营收及同比增速
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行业数据
2026-02-26
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零跑汽车1Q22-3Q25归母净利
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