看好改革红利下企业长期价值

 维持评级  陈柏儒         20% 欧派家居 沪深300 0% -20% -40% -60% 2023-08-31 2023-09-30 2023-10-31 2023-11-30 2023-12-31 2024-01-31 2024-02-29 2024-03-31 2024-04-30 2024-05-31 2024-06-30 2024-07-31 -80% 22782.09 21293.93 22513.97 24369.20 1.35 -6.53 5.73 8.24 3035.67 2819.85 3037.24 3370.08 12.92 -7.11 7.71 10.96 34.16 34.21 34.33 34.35 4.98 4.63 4.99 5.53 8.90 9.58 8.89 8.02 1.49 1.54 1.31 1.13 1.19 1.27 1.20 1.11 1.35% -6.53% 5.73% 8.24% 14.94% -7.12% 7.67% 11.01% 12.92% -7.11% 7.71% 10.96% 34.16% 34.21% 34.33% 34.35% 13.32% 13.24% 13.49% 13.83% 16.76% 16.04% 14.73% 14.05% 9.49% 8.86% 8.92% 8.73% 47.25% 48.22% 44.72% 41.67% -13.13% -2.19% -15.04% -26.50% 1.24 1.16 1.35 1.55 1.09 0.95 1.14 1.35 0.72 0.62 0.63 0.62 16.76 15.99 16.44 15.91 8.32 8.72 9.61 9.98 4.98 4.63 4.99 5.53 8.01 5.86 6.62 7.31 29.74 28.87 33.85 39.39 8.90 9.58 8.89 8.02 1.49 1.54 1.31 1.13 9.87 7.48 6.11 4.91 1.19 1.27 1.20 1.11 4878.07 3566.97 4031.59 4454.43 3025.44 2808.62 3025.14 3356.66 915.96 635.09 656.09 676.59 209.08 317.51 317.51 321.76 -88.37 -85.18 -90.06 -97.48 549.19 -104.31 146.16 221.11 266.78 -4.75 -23.24 -24.21 -4664.36 -1885.54 -1000.20 -884.31 -2098.57 -1285.80 -1082.76 -981.79 -2044.17 -7.50 -7.50 0.00 -521.63 -592.24 90.06 97.48 740.59 87.01 -317.51 -321.76 3211.47 0.00 0.00 0.00 601.87 0.00 0.00 0.00 -3072.75 87.01 -317.51 -321.76 994.00 1758.76 2713.88 3248.36 ·轻工行业 16365.30 15422.20 18286.55 21763.59 12574.59 11022.56 13736.44 16984.80 1361.62 1301.30 1438.39 1624.61 112.46 106.47 112.57 121.85 100.17 77.05 73.92 71.99 1132.46 1011.78 1026.73 1066.56 1084.00 1903.05 1898.49 1893.78 17981.74 18515.85 18973.26 19302.67 0.00 7.50 15.00 15.00 7066.49 7264.40 7241.31 7097.72 1033.30 1006.30 979.30 952.30 9881.95 10237.65 10737.65 11237.65 34347.04 33938.05 37259.81 41066.26 13179.68 13294.93 13591.55 14041.34 7796.16 7796.16 7796.16 7796.16 1695.16 1517.67 1560.63 1644.28 3688.36 3981.09 4234.76 4600.91 3050.88 3069.92 3069.92 3069.92 606.99 606.99 606.99 606.99 2443.89 2462.93 2462.93 2462.93 16230.56 16364.85 16661.47 17111.26 -0.77 -12.01 -24.11 -37.54 18117.25 17585.21 20622.45 23992.53 34347.04 33938.05 37259.81 41066.26 22782.09 21293.93 22513.97 24369.20 15000.50 14009.28 14784.93 15998.38 164.62 154.60 169.14 182.77 1981.76 2108.10 2116.31 2241.97 1401.39 1320.22 1350.84 1462.15 -307.72 -361.52 -277.71 -392.54 0.00 0.00 0.00 0.00 -22.23 0.00 0.00 0.00 88.37 85.18 90.06 97.48 3512.76 3262.60 3512.68 3899.26 44.15 33.49 36.41 37.33 20.26 11.16 10.92 10.68 3536.65 3284.93 3538.17 3925.91 511.21 476.32 513.03 569.26 3025.44 2808.62 3025.14 3356.66 -10.23 -11.23 -12.10 -13.43 3035.67 2819.85 3037.24 3370.08 4055.44 3558.50 3916.55 4209.97 4.98 4.63 4.99 5.53 ·轻工行业