轻工行业2024年中期策略报告：细分领域存在亮点，低估龙头价值凸显.docx

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13.37

12.67

13.76

14.92

19.38

18.42

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YOY

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-4.84%

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6.46

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9.13%

12.16%

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12.02

9.77

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6.97

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9.64

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603661.SH

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15.51

16.78

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19.50

21.32

24.19

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25.72%

27.09%

28.34%

300729.SZ

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7.64

8.96

7.96

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10.07

12.16

11.22

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YOY

15.83%

16.20%

12.34%

603408.SH

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11.38

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603610.SH

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6.97

8.26

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YOY

14.05%

2.17%

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8.48%

301004.SZ

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1.83

2.74

3.79

4.23

2.42

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YOY

32.46%

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1.14

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3.96

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4.39

4.62

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4.99

NF4K

YOY

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20.48%

24.20%

52.03%

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f#

5.65

7.30

6.03

5.30

3.62

5.74

7.69

7.01

5.75

InI

YOY

15.67%

24.93%

2.54%

27.67%

603313.SH

§§

21.43

19.40

19.85

19.49

16.99

19.02

21.15

22.60

18.19

IBM

YOY

-3.54%

-3.92%

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f9

3.50

1.98

2.36

1.70

1.88

2.43

3.01

2.60

2.46

I%YNK

YOY

22.30%

27.51%

30.67%

301335.SZ

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4.24

4.40

6.45

3.77

4.27

5.77

5.24

5.08

5.04

XFNK

YOY

14.97%

0.72%

17.90%