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DCF每股合理估值结果对永续增长率(TV)和加权平均资本成本(WACC)的敏感性分析
DCF每股合理估值结果对永续增长率(TV)和加权平均资本成本(WACC)的敏感性分析
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所属报告:
百隆东方(601339)-A股公司首次覆盖报告:高分红色纺纱龙头优势突出价值重估-250813(15页).pdf
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图30.2015-2025年我国艺术涂料市场规模及增长率(亿
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图11.2014-2027E中国调味品市场规模及复合增长率
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敏感性测算—玻璃基板(玻璃芯载板和中介层合计)中长期(2030年)市场空间(亿美元)
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绝对估值相对折现率和永续增长率的敏感性分析(元)
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绝对估值相对折现率和永续增长率的敏感性分析(元)
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图表462028EG10.5占用率敏感性测试
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图表452027EG10.5占用率敏感性测试
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行业数据
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根据60岁以上人口数量/渗透率对国内燕麦行业市场规模的敏感性测算
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蒙古国:GDP增长率展望
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中国:GDP增长率展望
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东南亚主要国家GDP增长率预测(2023-2026)
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按人工智能暴露程度四分位数划分的企业平均工资增长率 (以2018年为基准衡量)
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按AI暴露程度四分位数划分的企业平均生产率增长率 (以2018年为基准衡量)
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2026-07-01
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百隆东方(601339)-A股公司首次覆盖报告:高分红色纺纱龙头优势突出价值重估-250813(15页).pdf
全球色纺纱龙头包括百隆东方、华孚时尚等
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可比公司2025年平均PE为15X
2024年营业成本中直接材料占比67.37%
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