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2021年海优新材光伏胶膜成本拆分
2021年海优新材光伏胶膜成本拆分
行业数据
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图片格式：PNG
图片大小：59KB
图片尺寸：1830*833
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所属报告：
海优新材-光伏胶膜优质企业扩产勇争龙二-220527（30页）.pdf
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相关数据
福耀集团于2024年6月21日推出的PDLC产品来自海优新材
fCBISVVPIHwg56aP6ICA6ZuG5ZuiIHwKfCAtLS0gfCAtLS0gfAp8IE1hdGVyaWFscyBUZWNobm9sb2d5IHwgRlVZQU8gR1JPVVAgfAp8IOa1t+S8mOWogeenkeaKgCB8ICB8Cnwg56aP6ICA6ZuG5ZuiIHwgIHwKfCBGVVlBTyBHUk9VUCB8ICB8Cnwg56aP6ICA5YWo5paw5LiA5Luj5pm66IO96ZKi5YyW55yf56m65aSp5bmVIHwgIHwKfCDkuqflk4Hlj5HluIPkvJogfCAgfAp8IFBST0RVQ1QgTEFVTkNIIHwgIHwKfCBXRUxDT01FIHwgIHwKCui1hOaWmeadpea6kO+8mua1t+S8mOaWsOadkO+8jOS4nOWMl+ivgeWIuA==
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行业数据
2025-06-23
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2018年-2022年福斯特、海优新材、赛伍技术胶膜产品毛利率对比
fCDlubTku70gfCDnpo/mlq/nibkgfCDmtbfkvJjmlrDmnZAgfCDotZvkvI3mioDmnK8gfAp8LS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tfAp8IDIwMTggfCAyMCUgICAgfCAxNSUgICAgfCAxMCUgICAgfAp8IDIwMTkgfCAyNSUgICAgfCAyMCUgICAgfCAxNSUgICAgfAp8IDIwMjAgfCAzMCUgICAgfCAyNSUgICAgfCAyMCUgICAgfAp8IDIwMjEgfCAyNSUgICAgfCAyMCUgICAgfCAxNSUgICAgfAp8IDIwMjIgfCAxNSUgICAgfCAxMCUgICAgfCAxMCUgICAgfAoK6LWE5paZ5p2l5rqQ77yaV2luZO+8jGlGaW5k77yM6KW/6YOo6K+B5Yi456CU5Y+R5Lit5b+D
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其它
2024-04-03
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图表63海优新材胶膜产品种类丰富
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其它
2023-12-26
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图表642023Q1-3海优新材营收39.49亿元，同比-
fCDlubTku70gfCDokKXkuJrmlLblhaXvvIjkur/lhYPvvIkgfCBZb1kgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS18LS0tLS0tfAp8IDIwMTggfCAxMCAgICAgICAgICAgICB8IDIwJSAgfAp8IDIwMTkgfCAxNSAgICAgICAgICAgICB8IDUwJSAgfAp8IDIwMjAgfCAyMCAgICAgICAgICAgICB8IDMzJSAgfAp8IDIwMjEgfCAzMCAgICAgICAgICAgICB8IDUwJSAgfAp8IDIwMjIgfCA1MCAgICAgICAgICAgICB8IDY2JSAgfAp8IDIwMjNRMS0zIHwgMzkuNDkgfCAtNC40JSB8CgrotYTmlpnmnaXmupDvvJppRmluRO+8jOWNjuWIm+ivgeWIuA==
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其它
2023-12-26
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图表662023Q1-3海优新材毛利率5.0%，同比-4.3pct
fCDlubTku70gICB8IOavm+WIqeeOhyB8IOWHgOWIqeeOhyB8CnwtLS0tLS0tLXwtLS0tLS0tLXwtLS0tLS0tLXwKfCAyMDE4ICAgfCAxNSUgICAgfCA1JSAgICAgfAp8IDIwMTkgICB8IDIwJSAgICB8IDEwJSAgICB8CnwgMjAyMCAgIHwgMjUlICAgIHwgMTUlICAgIHwKfCAyMDIxICAgfCAyMCUgICAgfCAxMCUgICAgfAp8IDIwMjIgICB8IDEwJSAgICB8IDAlICAgICB8CnwgMjAyM1ExLTMgfCA1JSAgICAgfCAtNSUgICAgfAoK6LWE5paZ5p2l5rqQ77yaaUZpbkTvvIzljY7liJvor4HliLg=
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2023-12-26
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图表652023Q1-3海优新材归母净利润-0.75亿元，同
fCDlubTku70gfCDlvZLmr43lh4DliKnmtqbvvIjkur/lhYPvvIkgfCBZb1kgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS18LS0tLS0tfAp8IDIwMTggfCAwLjMgICAgICAgICAgICB8IDUwJSAgfAp8IDIwMTkgfCAwLjcgICAgICAgICAgICB8IDEzMCUgfAp8IDIwMjAgfCAyLjMgICAgICAgICAgICB8IDIzMCUgfAp8IDIwMjEgfCAyLjUgICAgICAgICAgICB8IDEwJSAgfAp8IDIwMjIgfCAwLjUgICAgICAgICAgICB8IC04MCUgfAp8IDIwMjNRMS0zIHwgLTAuNzUgfCAtMTU2LjUlIHwKCui1hOaWmeadpea6kO+8mmlGaW5E77yM5Y2O5Yib6K+B5Yi4
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其它
2023-12-26
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图表69海优新材2023H1胶膜出货约2.5亿平，同比
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2023-12-26
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图表67近年来海优新材期间费用率整体平稳
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其它
2023-12-26
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海优新材营收与利润情况（单位：亿元/%）
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行业数据
2023-05-26
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海优新材各品类胶膜毛利率
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行业数据
2023-05-17
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海优新材胶膜产品的下游应用场景
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行业数据
2023-03-30
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福斯特、海优新材光伏胶膜产品毛利率对比
fCDlubTku70gfCDnpo/mlq/nibkgfCDmtbfkvJjmlrDmnZAgfAp8LS0tLS0tfC0tLS0tLS0tfC0tLS0tLS0tLS18CnwgMjAxNyB8IDIwJSAgICB8IDE1JSAgICAgIHwKfCAyMDE4IHwgMTklICAgIHwgMTQlICAgICAgfAp8IDIwMTkgfCAyMSUgICAgfCAxNiUgICAgICB8CnwgMjAyMCB8IDMwJSAgICB8IDI1JSAgICAgIHwKfCAyMDIxIHwgMjclICAgIHwgMTclICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya56aP5pav54m544CB5rW35LyY5paw5p2Q5YWs5Y+45YWs5ZGK77yM5rW35LyY5paw5p2Q5oub6IKh5Lmm77yM5b636YKm56CU56m25omA
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行业数据
2023-03-01
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福斯特、海优新材胶膜平均成本对比（元/平方米）
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行业数据
2023-03-01
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海优新材营业收入和归母净利润情况
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行业数据
2023-01-16
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海优新材和福斯特胶膜单平售价对比（元/平米）
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行业数据
2023-01-16
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EVA 粒子是胶膜的主要原材料，胶膜产量和盈利受粒子的供给和价格影响大。胶膜成本包括直接材料、直接人工、制造费用，直接材料成本占胶膜成本的 80%以上。海优新材 21 年直接材料成本占比高达 91%，而 EVA 粒子在直接材料成本中占比约 90%，其供应和价格影响了胶膜的产量和盈利。
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海优新材-光伏胶膜优质企业扩产勇争龙二-220527（30页）.pdf
单位平米胶膜直接材料成本
粒子涨价带来的胶膜价格弹性测算
光伏胶膜产能规划
公司收入、盈利拆分及预测
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