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玖龙纸业东南亚产能布局
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所属报告：
玖龙纸业-港股公司深度报告：龙头筑底磨砺不改长期成长-230519（32页）.pdf
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相关数据
公司在欧洲、东南亚、美国的隔膜销售情况（单位：百万元）
fCDlubTku70gfCDnvo7lm73vvIjnmb7kuIflhYPvvIkgfCDkuJzljZfkuprvvIjnmb7kuIflhYPvvIkgfCDmrKfmtLLvvIjnmb7kuIflhYPvvIkgfAp8IDotLS06IHwgOi0tLTogfCA6LS0tOiB8IDotLS06IHwKfCAyMDIzIHwgfjIgfCB+MTcgfCB+MTM3IHwKfCAyMDI0IHwgfjEwIHwgfjM1IHwgfjEwMCB8CnwgMjAyNSB8IH42NSB8IH4xMCB8IH4xODcgfAoKKirotYTmlpnmnaXmupAqKu+8muWFrOWPuOaLm+iCoeivtOaYjuS5pu+8jOWbveiBlOawkeeUn+ivgeWIuOeglOeptuaJgA==
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行业数据
2026-07-27
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东南亚电商GMV：三大电商平台市占率超90%（单位：十亿美元）
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竞争格局
2026-07-21
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2026H1极兔速递东南亚快递业务量同比+71%
fCDlubTku70gfCDkuJzljZfkuprkuJrliqHph4/vvIjkur/ku7bvvIkgfCDlkIzmr5Tlop7pgJ/vvIhZT1nvvIkgfCDluILlnLrku73pop0gfAp8IDotLS0gfCA6LS0tIHwgOi0tLSB8IDotLS0gfAp8IDIwMjAgfCB+MTIgfCAtIHwgLSB8CnwgMjAyMSB8IH4yMiB8IDg3JSB8IDIyJSB8CnwgMjAyMiB8IH4yNiB8IDE2JSB8IDIzJSB8CnwgMjAyMyB8IH4zMyB8IDI5JSB8IDI1JSB8CnwgMjAyNCB8IH40NiB8IDQxJSB8IDI5JSB8CnwgMjAyNSB8IH43NyB8IDY4JSB8IDM0JSB8CnwgMjAyNkgxIHwgfjU1IHwgNzElIHwgLSB8CgrotYTmlpnmnaXmupDvvJrmnoHlhZTpgJ/pgJLlhazlkYrvvIzlm73mtbfor4HliLjnoJTnqbbmiYA=
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行业数据
2026-07-21
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中国对东南亚的核心出口国当前及未来产业转移项目、海外投资、基建项目、GDP增长目标梳理（越南为例）
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行业数据
2026-07-14
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2025年东南亚及拉美各国COD比例
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行业数据
2026-07-14
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2020-2025年东南亚电商平台GMV（⼗亿美元）
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行业数据
2026-07-14
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极兔东南亚及中国市场单票成本对比（美元/
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行业数据
2026-07-14
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中国与东南亚平均运距对比
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行业数据
2026-07-14
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2023Q4-2026Q1极兔在东南亚地区运营情况
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行业数据
2026-07-14
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2020-2025年主要平台的东南亚GMV（⼗亿
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行业数据
2026-07-14
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2023Q1-2026Q1极兔在东南亚地区包裹量（亿
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行业数据
2026-07-14
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东南亚各地区两轮车相关政策
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政策法规
2026-07-03
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东南亚主要国家GDP增长率预测（2023-2026）
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行业数据
2026-07-01
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东南亚重大半导体投资项目落地节奏估算（单位：亿元人民币）
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2026-06-26
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中国、东南亚、美国半导体投资测算（单位：亿元人民币）
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2026-06-26
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