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谁知道

2025-3-3

图表：三轮原材料价格上涨周期相关公司股价涨跌幅表现图表：三轮原材料价格上涨周期相关公司相对沪深300收益表现资料来源：Wind，国金证券研究所14周期季度第一轮原材料上涨周期第二轮原材料上涨周期第三轮原材料上涨周期09Q109Q209Q309Q410Q110Q210Q310Q411Q116Q116Q216Q316Q417Q117Q217Q317Q420Q220Q320Q421Q121Q221Q321Q422Q1格力35.8%21.8%4.7%33.2%-2.7%-33.5%13.7%31.2%27.8%-15.9%0.0%25.4%12.7%28.8%34.0%-2.0%15.3%10.8%-5.6%18.5%2.3%-16.1%-19.4%-5.8%-12.3%美的26.3%39.5%19.3%39.3%-4.1%-22.7%35.2%15.8%9.5%-7.7%21.0%15.6%6.3%18.2%33.7%2.4%25.4%27.7%21.1%35.9%-14.3%-11.7%-2.6%5.0%-22.9%绝对收益海尔苏泊尔新宝10.8%34.9%18.2%59.0%-15.4%-9.6%24.0%19.9%3.4%小熊飞科九阳10.3%3.5%-5.4%12.8%-4.4%-2.2%-1.6%-2.4%0.7%-14.8%-19.7%9.7%3.1%5.8%15.5%7.1%-8.6%-9.5%97.3%16.8%2.8%-17.3%-27.1%-30.2%42.1%-32.3%89.7%2.4%-10.2%-22.9%-20.5%-27.2%30.3%-29.0%3.4%12.1%-8.5%2.0%7.9%-2.2%-9.2%38.5%9.0%-20.6%-2.2%8.3%-30.4%8.8%-30.0%127.9%-22.9%4.7%0.8%32.6%5.2%16.4%42.1%-0.3%-4.4%-3.1%-6.3%-8.0%9.9%16.5%8.1%7.6%17.5%20.9%-4.6%-2.5%-2.2%-3.2%-0.4%8.0%12.1%12.0%-7.1%14.6%39.0%-7.6%6.7%9.9%11.9%-0.8%-3.7%-8.8%-27.1%29.9%-19.7%-14.6%4.1%17.2%-2.2%23.3%25.9%2.2%24.9%23.8%24.1%31.6%11.0%-13.6%2.5%14.8%-22.2%相对收益海尔苏泊尔新宝-26.0%小熊周期季度第一轮原材料上涨周期第二轮原材料上涨周期第三轮原材料上涨周期09Q109Q209Q309Q410Q110Q210Q310Q411Q116Q116Q216Q316Q417Q117Q217Q317Q420Q220Q320Q421Q121Q221Q321Q422Q1格力-1.0%-5.6%10.2%12.9%3.3%-9.6%0.5%22.4%22.6%-1.4%1.9%22.2%10.7%24.3%27.3%-6.6%10.2%-2.5%-17.2%5.0%3.6%-18.6%-13.2%-8.0%1.9%美的-10.5%12.0%24.8%19.0%1.9%1.1%21.9%7.0%4.3%6.8%22.9%12.3%4.3%13.8%27.0%-2.2%20.4%14.4%9.5%22.4%-13.0%-14.3%3.6%2.8%-8.7%7.4%23.7%38.7%-9.4%14.3%10.8%11.1%-1.8%-0.1%6.0%14.0%-4.2%18.9%19.2%-2.4%19.8%10.4%12.5%18.1%12.2%-16.1%8.8%12.6%-8.0%-28.7%-19.8%23.0%0.6%7.1%45.9%7.7%-2.4%-5.0%22.5%14.1%8.7%-9.1%10.2%32.3%-12.2%1.6%-3.5%0.3%-14.2%-2.4%-11.3%-20.8%27.7%-5.5%九阳-26.4%-23.9%0.1%-7.5%2.8%-11.0%33.9%-20.8%-1.9%-5.2%5.4%8.9%-10.5%-2.4%1.2%-6.8%-14.3%25.2%-2.7%-34.1%-0.9%5.8%-24.2%6.6%-15.8%飞科129.8%-26.1%2.7%-3.6%25.9%0.6%11.4%28.8%-11.9%-17.9%-1.8%-8.9%-1.7%7.7%30.7%-0.3%11.6%-0.2%3.7%11.1%0.4%-13.1%-14.6%84.0%5.1%-10.7%-16.0%-29.7%-23.9%39.9%-18.1%76.4%-9.3%-23.6%-21.6%-23.0%-21.0%28.1%-14.8%

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