2024年印度股票市場(chǎng)前景及投資研究報(bào)告：財(cái)閥經(jīng)濟(jì),競(jìng)爭(zhēng)格局

123CIL

80%CIL4CR3590()gdp19951996199719981999200028.0718.9111.7315.329.1810.436.9111.2310.8913.0413.8810.95%9.92%9.24%539.37580.14667.88520.82562.517.85%8.01%

7.66%648.79

15.34%

8.49%742.76

14.48%

8.34%847.22

14.06%

9.13%10.42200129.3430.53787.9620022003200420052006200720082009201020112012201320142015201620172018201920202021202214.1910.6914.4154.8190.92102.69164.9293.49102.62160.45158.54130.16127.06112.77119.6998.3485.3356.1059.39109.45266.2923.6626.5619.8630.6342.1944.7342.5659.2351.6454.4949.3477.0774.1260.7867.6553.6162.2258.2256.0638.7858.48877.97945.271,041.12913.367.81%

10.04%1,014.05

11.02%

10.11%1,239.98

1,181.94

16.56%

11.39%1,511.78

1,424.13

20.49%

12.72%1,759.29

1,663.21

16.79%

14.23%1,926.01

1,800.99

8.28%

9.65%1,726.40

-4.14%

9.40%2,125.44

23.11%

10.64%2,473.52

2,338.81

10.04%

9.55%2,696.82

2,568.21

9.81%

7.86%2,927.44

2,785.29

8.45%

7.77%2,925.86

5.05%

7.43%2,903.49

-0.76%

7.04%3,201.68

3,074.19

5.88%

6.85%3,329.17

3,226.39

4.95%

6.95%3,475.47

3,370.59

4.47%

6.75%()()(31.141713.848121.264230.238530.465340.798148.413342.579542.129820.826730.934524.8057)()200920102011201220132014201520162017201820192020223.7616233.4446240.8731237.5834239.1655244.289250.396259.457.6995247.2038232.9136

-5.78%14.37918.22085.91187.60594.22253.9165261.9101262.0249280.8671290.5949293.5486300.3978296.14529.02%3.15%0.04%7.19%3.46%1.02%2.33%-1.42%1,832.372,228.398.21448.480915.96317.216518.749427.53743,063.513,020.66274.231292.535313.694296.408325.8791

10.04%293.6763

-9.88%1.74%3,457.893,673.873,371.62

0.03%

5.95%3,588.11

6.42%

2.24%3,891.31

3,797.80

5.84%

8.45%3,980.53

3,788.91

-0.23%

2.99%8.40%PVC25020015010050200%

12%10%150%100%50%0%8%6%4%2%0%0-50%出口量同比增長(zhǎng)7PVC120105907560453015060%50%40%30%20%10%0%2017201821.7412.966.453.421.821.130.860.390.870.810.215.284.012.224.095.453.818.311.675.521.413.701.726.509.956.440.9910.495.585.705.177.072.614.730.58201920204.57202130.4158.24109.2914.48202220232024

1-2出口印度數(shù)量出口印度數(shù)量占我國(guó)出口量比例8PVC90PVC110.95200920102011201220132014201520162017201820192020251.55266.50331.97331.46334.64319.19372.74402.17422.27383.19646.68636.49276.27298.12356.71374.07398.81386.94445.67442.52445.79463.95488.76521.582000239256336405503638794949870907113119225122522921116614513011319215144427127.82129.58125.66136.70133.04143.79146.15146.61148.84151.36143.41200120022003200420052006200720082009201031535050355717.69%10.82%12.91%12.80%11.20%12.66%12.89%-8.40%16.50%17.20%95.97%94.07%79.85%70.12%66.16%62.42%55.02%53.83%54.26%44305629630471091015507563282778912001520158116842084889100491910711255929027025023021019017015035%30%25%20%15%10%5%12%10%8%6%4%2%0%0%201820192020202120222023年1-8月201820192020202120222023

1-8出口量同比增長(zhǎng)105040302010020%15%10%5%2018320196202011.629202128.827.426.825.725.221.221202230.63324.124.714.128.914.413.2826.430.118.540.420.21926.721.332.920.622.811.21230.329.926.920.429.414.613.86.50%20182019印度20202021印度出口占國(guó)內(nèi)出口量比例20222023年1-8月20202019201820172016201520142013201220112010200940.349.8952.9951.3353.6551.0557.356.4651.0948.5252.7254.32.17909.381,027.49931.4412.369.516.110.77.42.522.363.153.393.475.145.916.436.976.168.6114.7314.8315.0416.3315.3816.5814.7515.2414.3913.3910.17.21,005.301,056.001,039.651,021.251,010.05974.0514.373.2226.96.281.6268.976.8271.189.3299.795.1330.6953.221,036.71980.285.38111225%45%1/360%45%Centre

for

Monitoring

Indian

Economy

CMIE1/4

201520146

8355020222080%13Adani14AdaniAdani

Enterprises

Limited

(AEL):FY23:FY24:26,95128,827EBITDA

1,954PAT74087.90%6.96%EBITDA

3,672PAT1,973256166.63%148.90%Adani

Green

Energy

Limited

(AGEL):FY23:FY24:2,2582,675EBITDA

1,49618.47%PAT10348.70%EBITDA

2,225PATAdaniEnergy

Solutions

Limited

(AESL):FY23:FY24:3,7194,824EBITDA

1,708PAT4781.45%29.71%EBITDA

1,732EBITDA

5,009PAT34827.16%Adani

PowerLimited

(APL):FY23:FY24:8,29013,355EBITDA

2,06961.10%142.12%PAT2,738130.35%Adani

Total

Gas

Limited

(ATGL):FY23:FY24:1,1941,256EBITDA

240PAT15027.30%5.26%EBITDA

306PAT17717.61%Adani

Ports

and

Special

Economic

Zone

Limited

(APSEZ):FY23:FY24:Adani

Cement:FY23:5,0517,427EBITDA

3,296PATPATPAT1,33739.41%47.03%EBITDA

4,595PAT2,2081,09020165.22%8,0238,322EBITDA

1,14448869.20%FY24:3.73%EBITDA

1,936PAT123.32%18.39%AdaniWilmar

Limited

(AWL):FY23:FY24:15,51612,888EBITDA

69716.94%24619.95%EBITDA

558PAT15Adani16Adani17182001-2007周前收盤價(jià)[交易日期]2001-03-31周前收盤價(jià)[交易日期]2007-09-30交易日期交易日期][]

2001-03-31[復(fù)權(quán)方式]

后復(fù)

[復(fù)權(quán)方式]

后復(fù)[2007-09-30[復(fù)權(quán)方式]

后

[復(fù)權(quán)方式]

后權(quán)[單位]

元9.551.1914.608.92權(quán)復(fù)權(quán)[單位]

元0.61復(fù)權(quán)[單位]

元19.65154.47132.6754.8276.4926.3159.5240.7067.8064.0120.3351.3192.3130.99108.7215.0474.7368.8669.5672.7932.5826.3124.734.79證券代碼證券簡(jiǎn)稱中國(guó)船舶振華B股振華重工中船防務(wù)中聯(lián)重科東方電氣保變電氣柳工[單位]

元407.6822.81242.22123.83320.40116.02184.94153.2496.90523.55414.02660.42151.44161.72137.94100.6348.79280.46189.188.6271.9780.1767.71169.5788.84漲幅42.6919.0916.5913.8813.7511.5210.829.739.678.367.587.527.376.696.546.266.246.036.035.995.615.545.325.235.235.01證券代碼證券簡(jiǎn)稱伊泰B股山西焦煤蘭花科創(chuàng)兗礦能源冀中能源上海石化云維股份藍(lán)焰控股石化機(jī)械美錦能源華錦股份云煤能源山西焦化廣聚能源廣匯能源石化油服新大洲A新潮能源泰山石油鄭州煤電中油工程國(guó)際實(shí)業(yè)甘肅能化ST洲際漲幅32.2712.267.464.934.834.394.103.843.663.352.572.382.362.322.272.071.741.701.661.531.431.291.280.30600150.SH900947.SH600320.SH600685.SH000157.SZ600875.SH600550.SH000528.SZ000951.SZ000652.SZ600717.SH000039.SZ600072.SH600761.SH000768.SZ600009.SH200771.SZ600089.SH600058.SH201872.SZ000410.SZ600169.SH000680.SZ600755.SH001872.SZ000755.SZ900948.SH000983.SZ600123.SH600188.SH000937.SZ600688.SH600725.SH000968.SZ000852.SZ000723.SZ000059.SZ600792.SH600740.SH000096.SZ600256.SH600871.SH000571.SZ600777.SH000554.SZ600121.SH600339.SH000159.SZ000552.SZ600759.SH12.6017.7911.1315.855.9923.3110.0717.1015.7510.0262.5954.5987.8120.5424.1821.0916.077.8246.5231.391.4412.8314.4812.7432.4116.9915.9414.5010.5918.5519.137.91中國(guó)重汽泰達(dá)股份天津港中集集團(tuán)中船科技安徽合力中航西飛上海機(jī)場(chǎng)杭汽輪B特變電工五礦發(fā)展招港B沈陽機(jī)床太原重工山推股份廈門國(guó)貿(mào)招商港口山西路橋21.6039.1213.3647.907.2642.8940.4942.0147.7322.8020.4619.2515.7479.85192001-2007前收盤價(jià)前收盤價(jià)[交易日期]

2001-03-30

[交易日期]

2007-09-30[復(fù)權(quán)方式]

后復(fù)權(quán)[單位]

元[復(fù)權(quán)方式]

后復(fù)權(quán)[單位]

元證券代碼證券簡(jiǎn)稱錫業(yè)股份神火股份云南銅業(yè)萬華化學(xué)鹽湖股份中金嶺南鞍鋼股份太鋼不銹焦作萬方云鋁股份中色股份河鋼股份云天化中化國(guó)際亞泰集團(tuán)新疆眾和酒鋼宏興銅陵有色股份漲幅216.91

16.08000960.SZ000933.SZ000878.SZ600309.SH000792.SZ000060.SZ000898.SZ000825.SZ000612.SZ000807.SZ000758.SZ000709.SZ600096.SH600500.SH600881.SH600888.SH600307.SH000630.SZ600308.SH000422.SZ600110.SH000831.SZ600808.SH600019.SH600176.SH13.4915.8218.0648.2219.4239.274.8411.0726.1612.5828.6815.0214.9416.9799.8023.547.36224.59255.78668.56261.84512.3260.21119.94275.71130.92275.58138.97116.38130.85750.34170.5453.07155.45103.63220.69185.4982.2423.5529.3074.5514.2014.1613.8613.4913.0512.4410.8410.5410.419.619.257.797.717.527.257.216.556.1323.7316.9038.3632.7715.044.32湖北宜化諾德股份中國(guó)稀土馬鋼股份寶鋼股份中國(guó)巨石5.755.665.475.455.205.165.6414.452030%relianceONGC65%60%30.0025.0020.0015.0010.005.0030.0020.0018.0016.0014.0012.0010.008.00426.00175.00155.00135.00115.0095.0075.0055.0035.0025.00

245.00376.00326.00276.00226.00176.00126.0076.0020.00195.00145.0095.0045.0015.0010.005.006.004.002.000.000.000.00股價(jià)PE-TTM股價(jià)PE-TTM股價(jià)PE-TTM2150.0030.0025.0020.0015.0010.005.00547.00447.00347.00247.00147.0047.000.00230.00210.00190.00170.00150