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2019-2024年锂电板块扣非净资产收益率(加权)
2019-2024年锂电板块扣非净资产收益率(加权)
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所属报告:
电力设备行业电动车拐点专题之二:电解液产业链龙头将重获定价权-240610(31页).pdf
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相关数据
图3-10:iShares比特币信托ETF的规模与每股净资产(2024-2025年)
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行业数据
2026-07-28
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2014-2025年中国锂电隔膜出货量
fCDlubTku70gfCDlubLms5Xlh7rotKfph48o5Lq/5bmz5pa557GzKSB8IOa5v+azleWHuui0p+mHjyjkur/lubPmlrnnsbMpIHwg5ZCM5q+U5aKe6ZW/546HKCUpIHwKfCA6LS0tIHwgOi0tLSB8IDotLS0gfCA6LS0tIHwKfCAyMDE05bm0IHwgMi41IHwgMi41IHwgNjAgfAp8IDIwMTXlubQgfCA0LjAgfCA0LjUgfCA4OCB8CnwgMjAxNuW5tCB8IDYuNSB8IDYuNSB8IDcyIHwKfCAyMDE35bm0IHwgNy41IHwgOC41IHwgNDIgfAp8IDIwMTjlubQgfCA5LjAgfCAxMi41IHwgMzggfAp8IDIwMTnlubQgfCAxMC41IHwgMTUuMCB8IDI3IHwKfCAyMDIw5bm0IHwgMTIuMCB8IDIwLjAgfCAyNCB8CnwgMjAyMeW5tCB8IDE5LjAgfCA2MS4wIHwgMTA4IHwKfCAyMDIy5bm0IHwgMjguMCB8IDEwNC4wIHwgNzMgfAp8IDIwMjPlubQgfCA0Ni4wIHwgMTI5LjAgfCAzNiB8CnwgMjAyNOW5tCB8IDUzLjAgfCAxNzUuMCB8IDI5IHwKfCAyMDI15bm0IHwgNjMuMCB8IDI2NS4wIHwgNDYgfAoKKuazqO+8muaVsOaNruS4uuagueaNruWbvuihqOebrua1i+S8sOeul+WAvCoKCioq6LWE5paZ5p2l5rqQ77yaRVYgVGFua++8jOWbveiBlOawkeeUn+ivgeWIuOeglOeptuaJgCoq
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行业数据
2026-07-27
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图17:.肯尼亚国债收益率曲线 (百分比)
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行业数据
2026-07-21
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当周,美、英、德10Y国债收益率走势
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行业数据
2026-07-21
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当周,新兴市场10Y国债收益率悉数上涨
fCDlm73lrrYv5Zyw5Yy6IHwgMTBZ5Zu95YC65pS255uK546H5Y+Y5YyWIChicCkgfAp8Oi0tLS0tLS0tLS06fDotLS0tLS0tLS0tLS0tLS0tLS0tLS0tOnwKfCDms7Dlm70gfCA1IHwKfCDotorljZcgfCAwIHwKfCDljbDluqYgfCA2IHwKfCDlnJ/ogLPlhbYgfCA1NSB8Cnwg5Y2w5bC8IHwgMTUgfAp8IOWNl+mdniB8IDkgfAoKKirotYTmlpnmnaXmupDvvJpXaW5k77yM55Sz5LiH5a6P5rqQ56CU56m2Kio=
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行业数据
2026-07-21
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当周,发达国家10Y国债收益率多数上涨
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行业数据
2026-07-21
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图表5银行在国债收益率曲线的形成与传导中发挥决定性作用
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2026-07-20
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图表3近年来,央行屡次提及国债收益率曲线的金融市场定价基准作用
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2026-07-20
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2026-2030年全球锂电池出货量预测:预计2026-2028年分别3.0、3.7、4.5TWh
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2026-07-20
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图表30美国国债收益率显著上行
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行业数据
2026-07-14
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十年期国债收益率走势
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行业数据
2026-07-10
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30年国债收益率走势
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行业数据
2026-07-10
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美国REITs资本化率和10年期国债收益率
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行业数据
2026-07-06
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当周,美、英、德10Y国债收益率走势
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行业数据
2026-07-06
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当周,发达国家10Y国债收益率悉数上涨
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行业数据
2026-07-06
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全球全年龄段奶粉市场规模(亿美元)
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行业数据
2026-07-30
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全球酸奶及发酵乳制品市场规模(亿美元)
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行业数据
2026-07-30
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全球药用级益生菌市场规模(百万美元)
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行业数据
2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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行业数据
2026-07-30
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全球拥有AKK专利菌株的核心企业
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行业数据
2026-07-30
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净资产收益率:截至24Q1,铁锂、三元和铜箔为唯三ROE均值为负的环节。ROE=净利润/净资产,是一种衡量企业获利能力的传统指标。整体加权ROE趋势来看,电动车各板块ROE基本在2019Q4回落到上轮周期底部,并在2021Q4-2022Q2达到上轮周期顶点后开始回落。根据2024Q1财报数据,主材环节均值绝对值来看,磷酸铁锂正极-2.2%<铜箔-1.6%<三元材料-0.3%<电池0.9%<负极1.5%,我们定义ROE负值公司个数大于对应所筛选的子板块公司总数50%以上的板块为行业性亏损,由此可得,截至24Q1,铁锂、三元材料和铜箔为唯三行业性亏损的行业。
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