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港股PE估值及历史分位相对较低,配置性价比显著
港股PE估值及历史分位相对较低,配置性价比显著
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所属报告:
九方智投控股(09636.HK)-港股公司深度研究:流量时代投教龙头“科技+投研”打造护城河-250731(31页).pdf
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图21:自2012年以来食品杂货指数相对于纽约(=100)的累计变化(指数点)
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2026-07-21
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图20:Numbe0食品杂货指数--城市食品杂货成本相对于纽约(=100,阴影部分)
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全球主要半导体厂商CAPEX同比增速vs五大设备商总市值相对于SOX的超额表现(截至CY26/7/2)
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行业数据
2026-07-08
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相对于2018年的职位发布数量,2018-2025年,民主化与专业化岗位,全球
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行业数据
2026-07-01
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图7:.各国数字投资的直接和溢出影响相对于复苏和韧性基金拨款金额(单位:十亿欧元)
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行业数据
2026-07-01
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中国轮胎性价比优势根本原因(国内外胎企成本构成对比(原材料=100))
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行业数据
2026-06-26
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相对于美国消费需求,消费品进口明显不足;今年美国消费品进口已在回升
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行业数据
2026-06-02
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中国、日本和韩国相对于美国的全要素生产率
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行业数据
2026-05-25
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10-14年自主以性价比优势在美市占率提升至20%+
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竞争格局
2026-05-11
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行业-地区供应增长预测相对于模型和上一周期(2026-30
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行业数据
2026-04-29
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我们建模三个说明性的adoption 情景,增量相对于今天的计算为:520亿美元*(新份额-3%)。
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竞争格局
2026-04-27
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国产手术机器人厂商较外资具备更高性价比
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行业数据
2026-04-27
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图12:新增绿色产业补贴数量,与本国能源成本相对于全球每千瓦时成本的差值对比
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行业数据
2026-04-22
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Google PMax表现相对于标准购物广告的比较(2025Q1–2026Q1)
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行业数据
2026-04-22
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2024Q4–2026Q1传统流媒体平台CPM中位数相对于广告平均值的变化(%)
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行业数据
2026-04-22
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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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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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我们看好未来港股市场空间打开的预期下,公司在港股市场商业模式的复用,此外虚拟资产业务有望打开公司业绩想象空间,看好增量业务板块对公司利润的贡献。
行业数据
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九方智投控股(09636.HK)-港股公司深度研究:流量时代投教龙头“科技+投研”打造护城河-250731(31页).pdf
2024年之前营收均为VIP产品贡献
2021-2024年公司收入构成
订单收入35.1亿,同比+49.3%
营收稳健增长
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