???? ??:??? “??????????,???????????,?????,?????????????”13??,??????????????????? 2017?,????(002352.SZ)??????????????????????,???330??????????,??????????????:????(09699.HK)?????(02191.HK)?????(00636.HK)? ?????,?????????????,???????6?28??,??????,????2024?6?28????????????????
??????,??????????????“A+H”???????????????,???????????,?????A??????????20%,???????,???“?????”? ???????????????????????,???????????????????300????????????????????????????????,??????????????,?????????2018~2023?,????????347?????1182??,??????48%???53%? ??????????????????????????,?????A?????2021?2????????121??????,????35.69?,?????????????????,???????????,???????????????,?????????????????? ???????? ?????????,??????????????????????????????????,????????????????????????,???????????????,??????????????,??????????????ESG(??????????)????, ????????????????,??????,?????????????????????????????,??????????6.255????????????????? ??????1823?????(?6?3????)?48.95????????,??????6.25????????????????,????????206?????? ??????????????????8?,??????????????????????????????????????,??????????????????????????????,????????????????????,?????????????? ??2?,???????????????????,??????????????????,?????????????????? “???????????????,?????????”?2023?8?17???????,????,?????????????????,?????????,????????? ???8????6?,????????????“????”? ????,??????????????????2023?8???,?????????47?/???,???????35.69?/?,???20%?A??????2021??????5000?????????1719??? ??,??????????????????????,????????????,???????????? ??Wind??,??2???,????????????,??????15%?2024?3?,?????????6?????????,????????????????IPO??????????Choice??,??6?30?,??????????25???,????106.49??? ??,??????????????????????6?,??????????????,10????????2023?5?,????????????????????????8???????????,????????????“????????”?????? ???????? ????????????,?????????? ???????,2017??????,??????????????????????,???330??? 2017?8?,????35.69??????2.27??,????80??;2021?,??????57.18??????3.50??,??????200??;2019?1?,????????????,???????58??? ????,????7??,??????????????????338??? ??,????????????????????????????????????????????,2019??2021??????????????????0.0??? ?????????,??3????????«??2023???????????????????»??,????2023??,??????????29.65??,??????????200.72??,??????????0.0??? ?????????,???????????????????????????????????????????2017??????????80????????????????????;2019????????58?????,??????????????????????????????2021?,???????,??200??,?????????????????????? ?????,????????????????????????????,??????????????????88.5???56.2???30.05??? ????,?????????????,“????”???????,2018?,??????????????DHL????,??55??,??DHL???DHL??????100%??;2021?,??????146??,?????????????? ??????????????,????????????????,2018???2023??,??????????347?????1182??,??????48%???53%?2024?????,????????????2249.40??,????1229.15??,???????54.64%,??????????????? ??????????,????????,??????????????,??????????????????????339??,????????????418??? ????????? ????????????,????3?????,?????????????????????,?????????????? ????“??”????,???????????2017?3????60?/?,?????????,????,?2021?2?????????????121.07?? ?????,???????????,?????????????????,????“??”????,????????2????????,????????? ????????????2021?11?,?????57.18?/??????3.5?????Choice????,????22???????,????6?????????,??????????????????,????????????????????????????? ???,????????????????2021?~2023?,??????????????21.7%?16.03%?29.75%???6?28?,???????35.69?? ?????????????“??”?2022?5???????,?????????40??,????????????????2022?12?,?????????????,????????? ????????????????????????????????(??“??????”)??,?????????????,????????????????5876.18??,????33.6??? ????????,?????????5844.32?????,????????????????????????,?????????13??? ??????????????????????????????????,2017?3???????????60?????,???????35.69?,??????? ???????? ??????????????,???????????????????? ?????,???????????,?2023????,??????????????????????,????????????????? ????,?????????????????????????????????,2013?,????????61.6%???2022?,???????????2.1%? ??????,???????????????????,?????????????????,2021??2023?,???????????2072???2675???2584??,????????34.55%?29.11%?-3.39%,???????? ????,??????????????2021??2023?,??????????12.37%?12.49%?12.82%,????????1.89%?2.62%?3.06%???????2017?,????????20.07%???????6.68%? ????????????????????,2019???,??????????????????????????????,????????????????,?????????????? ????????,????????????2015?,???«?????????»???:“?????,????????????????,???????????????????,????????” ???????,????????,???????????????????????????????????????,?????????????,?????????????????????? ????,2018?,????(?????????)?????????81.1%,2023????54.5%?2018?,??????????????????2.8%,2023???23.2%? ????????????????,?????????????????????“????”? ???????????,?????,????????????????????????????,?????2022??1.6%???2023??6%,2023??????2.3??,????369%,?????3.27???,????299.7%?????????2024??????,??3?31??2024??,???????,???????????500???2024??,????990.2??????28%,??????????? ???????,????????????????????4?30?,?????????,?????????????????,?????????2024?????????111.70?????101.25??;??????2024?????????96.9????93.2??? ??????????????????????,????????????,???????“????”?