A股估值
全市场 5454 只(沪深京 A 股 5576 只,已剔除银行、非银金融 122 只)· 财报更新于 2026-10-14 23:00 · 行情来自腾讯,截至 2026-10-14 23:00 北京时间
触发买入信号0 / 413
E/E ≤ 103 只最低 宏力达 6.3 年
预期差最高冠城新材 3.00
主流报告期2026-06-30 5437 只,1 只已披露下一期
买入信号:E/E ≤ 10 且 预期差 > 1.5 · 只看触发
电力设备:413 只,第 1 / 5 页,每页 100 只
| 标的 | 细分 | 股价 | 市值 | 总负债 | 现金等价物 | EV | TTM净利 | 报告期 | E/E | FCF 2021 | FCF 2022 | FCF 2023 | FCF 2024 | FCF 2025 | 5年均FCF | 有息负债 | 内在价值 | 预期差 | 信号 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 冠城新材600067 | 电网设备 | 2.64 | 36.7 | 99.7 | 8.8 | 127.6 | 0.1 | 2026-06-30 | 1,063.5 | 20.3 | 11.5 | 20.8 | 6.7 | 14.4 | 14.7 | 37.3 | 110.1 | 3.00 | |
| 友讯达300514 | 电网设备 | 9.88 | 19.8 | 5.7 | 5.2 | 20.4 | 0.0 | 2026-06-30 | 亏损 | 1.7 | -0.7 | 3.4 | 3.2 | 1.0 | 1.7 | 0.0 | 17.2 | 0.87 | |
| 中国动力600482 | 其他电源设备 | 32.70 | 741.7 | 691.9 | 229.9 | 1,203.7 | 16.9 | 2026-06-30 | 71.1 | 43.4 | 18.1 | 36.7 | 133.2 | 102.2 | 66.7 | 51.4 | 615.8 | 0.83 | |
| 大洋电机002249 | 电机 | 6.22 | 153.9 | 92.7 | 15.6 | 231.0 | 9.0 | 2026-06-30 | 25.7 | 4.8 | 12.1 | 14.6 | 20.3 | 12.5 | 12.9 | 6.5 | 122.1 | 0.79 | |
| 许继电气000400 | 电网设备 | 21.27 | 216.7 | 128.2 | 68.1 | 276.8 | 9.5 | 2026-06-30 | 29.2 | 11.5 | 16.3 | 25.4 | 9.1 | 24.2 | 17.3 | 4.5 | 168.6 | 0.78 | |
| 国电南自600268 | 电网设备 | 9.89 | 100.4 | 67.9 | 20.5 | 147.9 | 5.2 | 2026-06-30 | 28.7 | 7.1 | 4.0 | 8.1 | 10.2 | 8.4 | 7.6 | 1.8 | 73.9 | 0.74 | |
| 捷佳伟创300724 | 光伏设备 | 50.59 | 176.2 | 127.5 | 29.4 | 274.3 | 11.6 | 2026-06-30 | 23.6 | 11.1 | 12.3 | 32.1 | 26.5 | -14.1 | 13.6 | 8.0 | 127.8 | 0.73 | |
| 炬华科技300360 | 电网设备 | 10.88 | 55.9 | 7.6 | 5.8 | 57.7 | 4.0 | 2026-06-30 | 14.4 | -0.7 | 4.2 | 5.1 | 5.7 | 4.4 | 3.7 | 0.1 | 37.3 | 0.67 | |
| 海陆重工002255 | 其他电源设备 | 7.38 | 61.3 | 19.4 | 20.0 | 60.7 | 3.9 | 2026-06-30 | 15.7 | 1.2 | 4.5 | 2.9 | 6.4 | 4.0 | 3.8 | 0.3 | 37.7 | 0.61 | |
| 众业达002441 | 电网设备 | 8.55 | 46.6 | 24.4 | 7.4 | 63.6 | 2.2 | 2026-06-30 | 29.5 | -3.2 | 3.5 | 2.9 | 6.2 | 4.8 | 2.8 | 0.3 | 28.2 | 0.60 | |
| 平高电气600312 | 电网设备 | 20.13 | 273.2 | 92.7 | 60.5 | 305.4 | 12.7 | 2026-06-30 | 24.0 | 11.0 | 13.3 | 23.9 | 28.2 | 5.1 | 16.3 | 0.8 | 162.2 | 0.59 | |
| 海兴电力603556 | 电网设备 | 21.08 | 102.5 | 29.1 | 15.0 | 116.6 | 6.7 | 2026-06-30 | 17.5 | 0.5 | 5.2 | 8.8 | 7.0 | 2.9 | 4.9 | 1.5 | 47.3 | 0.46 | |
| 安孚科技603031 | 电池 | 30.40 | 113.7 | 29.5 | 4.3 | 139.0 | 3.2 | 2026-06-30 | 44.1 | 0.0 | 9.2 | 8.0 | 8.3 | 9.2 | 6.9 | 19.9 | 49.5 | 0.44 | |
| 横店东磁002056 | 光伏设备 | 17.68 | 287.6 | 174.4 | 22.5 | 439.5 | 17.8 | 2026-06-30 | 24.7 | 2.7 | 14.1 | 21.7 | 23.9 | 18.3 | 16.1 | 37.1 | 124.3 | 0.43 | |
| 吉鑫科技601218 | 风电设备 | 5.24 | 50.8 | 11.5 | 3.5 | 58.8 | 1.7 | 2026-06-30 | 34.2 | 0.4 | 3.6 | 3.8 | 2.8 | 2.0 | 2.5 | 3.2 | 22.0 | 0.43 | |
| 凯发电气300407 | 电网设备 | 10.29 | 35.7 | 19.7 | 14.3 | 41.1 | 0.7 | 2026-06-30 | 63.2 | 0.6 | 0.6 | 1.4 | 1.9 | 4.4 | 1.8 | 2.9 | 14.9 | 0.42 | |
| 国电南瑞600406 | 电网设备 | 22.18 | 1,781.4 | 378.1 | 44.1 | 2,115.4 | 84.0 | 2026-06-30 | 25.2 | 26.5 | 53.4 | 93.3 | 92.4 | 106.6 | 74.4 | 5.8 | 738.6 | 0.41 | |
| 东方电子000682 | 电网设备 | 10.34 | 138.6 | 75.2 | 33.5 | 180.3 | 10.1 | 2026-06-30 | 17.8 | 0.3 | 2.1 | 11.1 | 9.3 | 5.8 | 5.7 | 2.3 | 54.9 | 0.40 | |
| 未来电器301386 | 电网设备 | 20.53 | 28.7 | 2.4 | 3.3 | 27.8 | 0.8 | 2026-06-30 | 33.8 | 1.3 | 0.9 | 1.2 | 0.5 | 1.5 | 1.1 | 0.0 | 10.8 | 0.38 | |
| 艾罗能源688717 | 光伏设备 | 38.16 | 61.1 | 45.8 | 22.6 | 84.4 | -0.6 | 2026-06-30 | 亏损 | 0.5 | 6.5 | 2.8 | 3.4 | -1.1 | 2.4 | 0.8 | 23.4 | 0.38 | |
| 安科瑞300286 | 电网设备 | 18.03 | 45.2 | 5.0 | 4.6 | 45.6 | 1.9 | 2026-06-30 | 24.3 | 0.8 | 1.3 | 2.2 | 2.3 | 1.5 | 1.6 | 0.0 | 16.2 | 0.36 | |
| 科华数据002335 | 其他电源设备 | 27.79 | 210.1 | 76.9 | 6.4 | 280.6 | 5.7 | 2026-06-30 | 49.2 | 2.6 | 10.0 | 11.0 | 11.9 | 8.2 | 8.7 | 15.5 | 71.9 | 0.34 | |
| 四方股份601126 | 电网设备 | 32.52 | 270.9 | 73.9 | 19.2 | 325.6 | 8.7 | 2026-06-30 | 37.6 | 6.3 | 6.3 | 11.0 | 10.9 | 10.2 | 8.9 | 0.0 | 89.4 | 0.33 | |
| 晨光电机920011 | 电机 | 17.10 | 14.1 | 4.6 | 1.4 | 17.3 | 0.8 | 2026-06-30 | 21.9 | — | 0.4 | 1.2 | 0.5 | -0.2 | 0.5 | 0.0 | 4.7 | 0.33 | |
| 万胜智能300882 | 电网设备 | 13.03 | 37.3 | 6.9 | 2.8 | 41.4 | 0.8 | 2026-06-30 | 52.5 | 0.1 | 0.3 | 3.6 | 1.2 | 0.9 | 1.2 | 0.1 | 12.1 | 0.32 | |
| 昇辉科技300423 | 电网设备 | 5.27 | 26.2 | 12.8 | 0.3 | 38.7 | -2.7 | 2026-06-30 | 亏损 | 6.4 | 1.4 | -0.9 | -1.4 | -0.6 | 1.0 | 1.9 | 7.9 | 0.30 | |
| 广电电气601616 | 电网设备 | 3.72 | 31.8 | 5.8 | 8.3 | 29.3 | -0.7 | 2026-06-30 | 亏损 | 1.3 | 1.2 | 1.3 | 1.3 | 0.3 | 1.1 | 1.2 | 9.6 | 0.30 | |
| 金智科技002090 | 电网设备 | 9.12 | 36.5 | 17.8 | 6.0 | 48.3 | 0.7 | 2026-06-30 | 68.1 | 0.2 | 0.8 | 2.7 | 2.2 | 1.2 | 1.4 | 3.6 | 10.6 | 0.29 | |
| 宏力达688330 | 电网设备 | 33.31 | 46.6 | 7.8 | 2.3 | 52.0 | 8.3 | 2026-06-30 | 6.3 | -0.4 | -1.6 | 1.2 | 2.3 | 6.0 | 1.5 | 1.3 | 13.7 | 0.29 | |
| 长高电气002452 | 电网设备 | 9.80 | 60.8 | 16.0 | 18.0 | 58.8 | 8.2 | 2026-06-30 | 7.2 | 3.1 | 1.0 | 1.9 | 2.8 | 3.0 | 2.4 | 7.3 | 16.3 | 0.27 | |
| 微光股份002801 | 电机 | 25.23 | 57.9 | 4.9 | 7.8 | 55.0 | 3.9 | 2026-06-30 | 14.1 | 1.6 | 1.9 | 1.2 | 1.5 | 1.7 | 1.6 | 0.0 | 15.8 | 0.27 | |
| 赢合科技300457 | 电池 | 20.20 | 130.3 | 142.3 | 27.8 | 244.9 | 6.2 | 2026-06-30 | 39.6 | -0.1 | 1.4 | 12.1 | -1.5 | 6.2 | 3.6 | 1.1 | 35.1 | 0.27 | |
| 迦南智能300880 | 电网设备 | 17.32 | 33.8 | 5.1 | 2.9 | 35.9 | 0.5 | 2026-06-30 | 71.9 | -0.7 | 1.1 | 2.2 | 2.4 | -0.1 | 1.0 | 1.0 | 8.8 | 0.26 | |
| 华明装备002270 | 电网设备 | 18.28 | 163.8 | 16.5 | 10.0 | 170.4 | 7.3 | 2026-06-30 | 23.3 | 1.7 | 4.3 | 5.6 | 7.8 | 4.9 | 4.9 | 8.5 | 40.1 | 0.25 | |
| 科士达002518 | 其他电源设备 | 29.85 | 173.8 | 31.8 | 3.0 | 202.6 | 6.5 | 2026-06-30 | 31.4 | 2.6 | 6.9 | 3.3 | 3.2 | 7.2 | 4.6 | 2.9 | 43.5 | 0.25 | |
| 阳光电源300274 | 光伏设备 | 78.08 | 1,618.8 | 739.1 | 308.6 | 2,049.3 | 109.9 | 2026-06-30 | 18.7 | -33.0 | -3.2 | 42.4 | 92.8 | 139.1 | 47.6 | 78.5 | 397.7 | 0.25 | |
| 德新科技603032 | 电池 | 18.42 | 42.9 | 4.0 | 0.6 | 46.3 | 0.7 | 2026-06-30 | 62.6 | 0.5 | 1.0 | 3.3 | 0.7 | 0.4 | 1.2 | 1.1 | 10.7 | 0.25 | |
| 杭可科技688006 | 电池 | 17.70 | 106.9 | 72.9 | 39.0 | 140.9 | 2.4 | 2026-06-30 | 58.7 | 1.6 | 2.8 | -2.0 | 0.6 | 10.8 | 2.8 | 0.5 | 27.1 | 0.25 | |
| 武汉蓝电920779 | 电池 | 28.05 | 22.5 | 0.9 | 0.7 | 22.7 | 0.6 | 2026-06-30 | 41.2 | 0.3 | 0.7 | 0.8 | 0.7 | 0.3 | 0.6 | 0.0 | 5.6 | 0.25 | |
| 宁德时代300750 | 电池 | 280.12 | 12,961.9 | 7,249.3 | 3,405.9 | 16,805.3 | 850.0 | 2026-06-30 | 19.8 | -8.6 | 129.9 | 592.0 | 658.1 | 908.8 | 456.0 | 1,490.3 | 3,070.1 | 0.24 | |
| 万控智造603070 | 电网设备 | 11.00 | 44.1 | 10.2 | 2.9 | 51.4 | 0.3 | 2026-06-30 | 197.6 | -0.7 | 0.2 | 2.0 | 2.0 | 3.0 | 1.3 | 2.2 | 10.8 | 0.24 | |
| 麦克奥迪300341 | 电网设备 | 12.20 | 63.1 | 5.5 | 7.9 | 60.7 | 1.9 | 2026-06-30 | 31.8 | 1.8 | 1.7 | 2.0 | 1.2 | 0.6 | 1.5 | 0.2 | 14.4 | 0.23 | |
| 时代万恒600241 | 电池 | 13.21 | 38.9 | 2.7 | 3.7 | 37.9 | -1.5 | 2026-06-30 | 亏损 | 2.5 | 1.9 | -0.9 | 0.4 | 0.6 | 0.9 | 0.0 | 9.0 | 0.23 | |
| 安乃达603350 | 电机 | 27.30 | 31.8 | 12.1 | 5.3 | 38.6 | 0.9 | 2026-06-30 | 44.4 | 0.8 | 0.5 | 3.2 | 0.6 | -1.0 | 0.8 | 0.8 | 7.4 | 0.23 | |
| 顺钠股份000533 | 电网设备 | 9.56 | 66.0 | 20.8 | 1.2 | 85.6 | 1.1 | 2026-06-30 | 75.1 | 0.5 | 0.9 | 1.6 | 1.1 | 3.2 | 1.5 | 0.0 | 14.6 | 0.22 | |
| 昊创瑞通301668 | 电网设备 | 29.10 | 32.0 | 3.9 | 3.9 | 32.0 | 0.7 | 2026-06-30 | 43.3 | 0.5 | 0.3 | 1.0 | 0.8 | 0.9 | 0.7 | 0.0 | 7.0 | 0.22 | |
| 星德胜603344 | 电机 | 22.05 | 42.9 | 12.0 | 7.7 | 47.1 | 1.5 | 2026-06-30 | 31.0 | -0.3 | 2.6 | 1.8 | 0.0 | 0.7 | 1.0 | 0.3 | 9.3 | 0.22 | |
| 西力科技688616 | 电网设备 | 10.72 | 19.2 | 2.1 | 3.7 | 17.5 | 1.0 | 2026-06-30 | 17.0 | -0.1 | -0.4 | 0.8 | 0.6 | 1.2 | 0.4 | 0.0 | 4.2 | 0.22 | |
| 百利电气600468 | 电网设备 | 5.71 | 62.1 | 19.6 | 6.2 | 75.5 | 0.7 | 2026-06-30 | 102.1 | 1.4 | 1.1 | 1.7 | 1.3 | 1.5 | 1.4 | 1.1 | 12.9 | 0.21 | |
| 三星电气601567 | 电网设备 | 12.51 | 175.8 | 115.0 | 21.3 | 269.6 | 5.9 | 2026-06-30 | 45.7 | -1.0 | 8.2 | 13.5 | 7.9 | 8.3 | 7.4 | 36.1 | 37.7 | 0.21 | |
| 盛弘股份300693 | 其他电源设备 | 33.38 | 104.4 | 19.9 | 4.4 | 119.8 | 5.5 | 2026-06-30 | 21.9 | -0.3 | 0.6 | 2.9 | 2.2 | 5.8 | 2.2 | 1.2 | 21.2 | 0.20 | |
| 大全能源688303 | 光伏设备 | 16.16 | 344.6 | 31.9 | 8.3 | 368.2 | -15.8 | 2026-06-30 | 亏损 | 7.5 | 68.4 | 35.2 | -59.1 | -17.4 | 6.9 | 0.0 | 69.2 | 0.20 | |
| 力佳科技920237 | 电池 | 12.32 | 11.7 | 1.5 | 0.4 | 12.8 | 0.3 | 2026-06-30 | 45.7 | 0.0 | 0.5 | 0.1 | 0.3 | 0.3 | 0.2 | 0.0 | 2.4 | 0.20 | |
| 佳电股份000922 | 电机 | 11.37 | 94.8 | 37.3 | 14.6 | 117.5 | 3.1 | 2026-06-30 | 38.3 | 0.4 | 4.3 | 3.8 | 2.1 | -0.7 | 2.0 | 1.8 | 18.0 | 0.19 | |
| 信通电子001388 | 电网设备 | 19.03 | 44.5 | 6.1 | 2.4 | 48.2 | 1.0 | 2026-06-30 | 47.7 | 1.0 | 0.0 | 0.4 | 1.3 | 1.6 | 0.9 | 0.0 | 8.6 | 0.19 | |
| 中国西电601179 | 电网设备 | 11.19 | 573.6 | 222.4 | 64.4 | 731.6 | 13.6 | 2026-06-30 | 53.8 | 14.3 | 1.3 | 6.1 | 21.3 | 17.6 | 12.1 | 11.5 | 109.7 | 0.19 | |
| 骆驼股份601311 | 电池 | 7.27 | 85.3 | 58.7 | 16.4 | 127.5 | 5.9 | 2026-06-30 | 21.8 | 5.1 | -0.2 | 4.0 | 3.4 | 5.4 | 3.5 | 19.3 | 16.1 | 0.19 | |
| 金冠电气688517 | 电网设备 | 20.11 | 27.5 | 5.1 | 1.3 | 31.3 | 0.6 | 2026-06-30 | 55.0 | 0.1 | -0.2 | 0.8 | 1.4 | 0.7 | 0.6 | 0.3 | 5.3 | 0.19 | |
| 灿能电力920299 | 电网设备 | 12.78 | 11.5 | 0.4 | 1.3 | 10.7 | 0.2 | 2026-06-30 | 50.8 | 0.1 | 0.2 | 0.2 | 0.4 | 0.2 | 0.2 | 0.0 | 2.2 | 0.19 | |
| 山大电力301609 | 电网设备 | 29.30 | 47.7 | 5.1 | 5.3 | 47.5 | 1.4 | 2026-06-30 | 34.9 | 0.2 | -0.1 | 1.5 | 1.2 | 1.4 | 0.8 | 0.0 | 8.4 | 0.18 | |
| 迪贝电气603320 | 电机 | 16.90 | 25.2 | 3.0 | 1.7 | 26.5 | 0.7 | 2026-06-30 | 36.8 | -0.8 | 0.8 | 0.4 | 0.9 | 1.0 | 0.5 | 0.0 | 4.6 | 0.18 | |
| 和顺电气300141 | 电网设备 | 9.76 | 25.2 | 6.0 | 1.2 | 30.0 | -0.3 | 2026-06-30 | 亏损 | 0.7 | 1.3 | 0.5 | 0.9 | -0.9 | 0.5 | 0.8 | 4.2 | 0.17 | |
| 宏发股份600885 | 电网设备 | 30.56 | 472.9 | 88.2 | 18.6 | 542.4 | 19.5 | 2026-06-30 | 27.8 | -0.1 | 0.9 | 16.3 | 10.8 | 17.9 | 9.2 | 11.4 | 80.3 | 0.17 | |
| 天正电气605066 | 电网设备 | 6.66 | 33.5 | 13.8 | 4.3 | 43.1 | 0.4 | 2026-06-30 | 97.9 | -1.1 | -0.5 | 3.7 | 0.1 | 0.7 | 0.6 | 0.3 | 5.5 | 0.17 | |
| 新风光688663 | 电网设备 | 49.41 | 96.5 | 20.7 | 8.9 | 108.3 | 0.9 | 2026-06-30 | 125.9 | 0.2 | 0.4 | 1.3 | 2.3 | 4.0 | 1.6 | 0.1 | 16.3 | 0.17 | |
| 雅达股份920556 | 电网设备 | 6.30 | 10.1 | 1.6 | 0.5 | 11.2 | 0.2 | 2026-06-30 | 61.9 | 0.5 | 0.0 | 0.1 | 0.1 | 0.2 | 0.2 | 0.1 | 1.7 | 0.17 | |
| 北京科锐002350 | 电网设备 | 12.90 | 70.0 | 11.8 | 5.7 | 76.1 | 0.2 | 2026-06-30 | 447.6 | 1.0 | 1.4 | -1.0 | 1.2 | 3.3 | 1.2 | 0.7 | 11.1 | 0.16 | |
| 新宏泰603016 | 电网设备 | 28.79 | 42.7 | 2.0 | 3.2 | 41.5 | 0.5 | 2026-06-30 | 76.9 | 0.2 | 0.7 | 1.0 | 0.9 | 0.7 | 0.7 | 0.0 | 7.0 | 0.16 | |
| 德业股份605117 | 光伏设备 | 73.08 | 930.5 | 134.3 | 49.7 | 1,015.1 | 43.7 | 2026-06-30 | 23.2 | 1.9 | 13.9 | 13.3 | 29.0 | 27.0 | 17.0 | 20.2 | 150.0 | 0.16 | |
| 新联电子002546 | 电网设备 | 7.18 | 59.9 | 5.5 | 1.0 | 64.4 | 8.4 | 2026-06-30 | 7.6 | 0.1 | 1.0 | -0.1 | 2.4 | 1.2 | 0.9 | 0.2 | 9.0 | 0.15 | |
| 优优绿能301590 | 其他电源设备 | 60.19 | 35.4 | 6.2 | 4.4 | 37.1 | -0.4 | 2026-06-30 | 亏损 | 0.1 | 1.6 | 2.6 | 0.8 | -2.2 | 0.6 | 0.5 | 5.3 | 0.15 | |
| 八方股份603489 | 电机 | 26.67 | 62.6 | 5.6 | 3.9 | 64.3 | 1.8 | 2026-06-30 | 36.1 | 1.1 | 0.8 | 1.7 | 0.5 | 0.5 | 0.9 | 0.1 | 9.1 | 0.15 | |
| 雷特科技920110 | 其他电源设备 | 24.18 | 9.4 | 0.3 | 0.5 | 9.2 | 0.4 | 2026-06-30 | 23.0 | 0.2 | 0.0 | 0.3 | -0.2 | 0.4 | 0.1 | 0.0 | 1.4 | 0.15 | |
| 中元股份300018 | 电网设备 | 11.94 | 58.4 | 2.4 | 1.1 | 59.7 | 1.4 | 2026-06-30 | 42.9 | 0.2 | 0.3 | 0.5 | 1.2 | 1.9 | 0.8 | 0.0 | 8.2 | 0.14 | |
| 东方电缆603606 | 电网设备 | 33.47 | 276.1 | 90.0 | 22.4 | 343.7 | 13.6 | 2026-06-30 | 25.2 | -1.2 | 2.0 | 5.3 | 5.0 | 11.7 | 4.6 | 9.3 | 36.3 | 0.13 | |
| 通达动力002576 | 电机 | 14.63 | 24.2 | 8.1 | 3.3 | 29.0 | 0.8 | 2026-06-30 | 35.8 | -0.5 | -1.5 | 3.1 | 0.1 | 0.4 | 0.3 | 0.3 | 3.0 | 0.12 | |
| 英杰电气300820 | 其他电源设备 | 56.48 | 125.5 | 14.5 | 6.1 | 133.9 | 2.0 | 2026-06-30 | 66.6 | -0.6 | -0.5 | 0.2 | 5.0 | 3.6 | 1.5 | 0.2 | 15.2 | 0.12 | |
| 宝光股份600379 | 电网设备 | 12.57 | 41.5 | 10.6 | 3.1 | 49.0 | 0.5 | 2026-06-30 | 92.4 | 1.3 | 1.8 | 0.7 | -0.1 | -0.7 | 0.6 | 0.9 | 5.1 | 0.12 | |
| 科泰电源300153 | 其他电源设备 | 21.43 | 68.6 | 29.1 | 6.2 | 91.5 | 0.8 | 2026-06-30 | 110.3 | 1.7 | 0.6 | 1.2 | 0.9 | 0.6 | 1.0 | 2.3 | 7.7 | 0.11 | |
| 奕帆传动301023 | 电机 | 27.49 | 25.7 | 1.5 | 1.2 | 26.0 | 0.6 | 2026-06-30 | 43.3 | 0.4 | 0.4 | 0.0 | 0.3 | 0.7 | 0.4 | 0.8 | 2.8 | 0.11 | |
| 众智科技301361 | 电网设备 | 28.30 | 32.9 | 0.5 | 1.8 | 31.6 | 0.9 | 2026-06-30 | 33.6 | 0.2 | -0.1 | 0.2 | 0.6 | 0.9 | 0.4 | 0.0 | 3.6 | 0.11 | |
| 殷图网联920508 | 电网设备 | 14.04 | 8.4 | 0.4 | 0.8 | 8.0 | 0.0 | 2026-06-30 | 268.0 | 0.1 | — | — | 0.1 | 0.1 | 0.1 | 0.1 | 0.9 | 0.11 | |
| 思源电气002028 | 电网设备 | 116.50 | 911.7 | 163.0 | 33.5 | 1,041.3 | 33.2 | 2026-06-30 | 31.4 | -1.6 | 6.1 | 15.4 | 15.4 | 14.1 | 9.9 | 8.6 | 90.2 | 0.10 | |
| 江特电机002176 | 电机 | 7.85 | 133.6 | 28.3 | 4.9 | 157.0 | -4.7 | 2026-06-30 | 亏损 | 2.7 | 16.3 | 1.0 | -3.0 | -3.0 | 2.8 | 16.2 | 11.8 | 0.09 | |
| 三晖电气002857 | 电网设备 | 16.28 | 21.8 | 4.8 | 2.4 | 24.2 | -0.7 | 2026-06-30 | 亏损 | 0.1 | 0.3 | 0.4 | 1.0 | -0.7 | 0.2 | 0.2 | 2.1 | 0.09 | |
| 龙源技术300105 | 其他电源设备 | 6.77 | 34.9 | 8.1 | 0.6 | 42.4 | -0.6 | 2026-06-30 | 亏损 | 0.5 | -0.8 | -0.9 | 0.6 | 2.2 | 0.3 | 0.0 | 3.2 | 0.09 | |
| 双一科技300690 | 风电设备 | 23.85 | 39.4 | 4.8 | 3.1 | 41.1 | 1.9 | 2026-06-30 | 21.2 | -0.3 | -0.6 | 1.1 | 1.0 | 0.9 | 0.4 | 0.6 | 3.6 | 0.09 | |
| 长园集团600525 | 电网设备 | 4.57 | 60.3 | 101.4 | 4.2 | 157.6 | -7.6 | 2026-06-30 | 亏损 | 1.1 | 3.4 | 6.2 | 1.4 | 6.7 | 3.8 | 32.1 | 5.5 | 0.09 | |
| 中恒电气002364 | 其他电源设备 | 28.87 | 162.7 | 23.1 | 3.5 | 182.3 | 1.3 | 2026-06-30 | 136.0 | -0.9 | 0.8 | 2.1 | 4.6 | 2.2 | 1.8 | 4.2 | 13.4 | 0.08 | |
| 浙江恒威301222 | 电池 | 22.61 | 31.7 | 1.2 | 7.9 | 25.0 | 0.9 | 2026-06-30 | 27.5 | 0.5 | 1.1 | 0.3 | -0.6 | 0.0 | 0.3 | 0.0 | 2.6 | 0.08 | |
| 福斯特603806 | 光伏设备 | 13.59 | 354.5 | 42.8 | 30.0 | 367.3 | 11.2 | 2026-06-30 | 32.9 | -6.8 | -5.5 | -7.7 | 37.5 | 10.3 | 5.6 | 29.0 | 26.6 | 0.08 | |
| 南网科技688248 | 电网设备 | 49.02 | 276.8 | 18.2 | 6.2 | 288.8 | 4.0 | 2026-06-30 | 71.8 | -0.4 | 2.2 | 4.0 | 1.9 | 3.5 | 2.2 | 0.8 | 21.6 | 0.08 | |
| 力王股份920627 | 电池 | 19.70 | 18.6 | 3.3 | 0.7 | 21.2 | 0.2 | 2026-06-30 | 96.2 | -0.1 | -0.2 | 0.6 | 0.1 | 0.3 | 0.1 | 0.0 | 1.4 | 0.08 | |
| 泽宇智能301179 | 电网设备 | 18.52 | 74.9 | 9.0 | 1.5 | 82.4 | 1.7 | 2026-06-30 | 47.6 | 1.4 | 0.8 | 0.5 | -0.6 | 1.6 | 0.7 | 2.0 | 5.4 | 0.07 | |
| 吉和昌920193 | 电池 | 27.23 | 30.3 | 2.2 | 3.4 | 29.1 | 0.9 | 2026-06-30 | 33.1 | — | -0.2 | 0.0 | 0.6 | 0.5 | 0.2 | 0.3 | 2.0 | 0.07 | |
| 益坤电气920222 | 电网设备 | 23.91 | 20.5 | 1.4 | 1.5 | 20.4 | 0.6 | 2026-06-30 | 34.6 | -0.2 | 0.0 | 0.3 | 0.5 | 0.2 | 0.2 | 0.1 | 1.5 | 0.07 | |
| 同洲电子002052 | 其他电源设备 | 7.63 | 57.4 | 3.3 | 2.4 | 58.3 | -0.1 | 2026-06-30 | 亏损 | -0.6 | -0.3 | -0.5 | 3.4 | -0.1 | 0.4 | 0.1 | 3.7 | 0.06 | |
| 苏州固锝002079 | 光伏设备 | 8.07 | 73.3 | 9.2 | 8.1 | 74.3 | 1.1 | 2026-06-30 | 70.1 | -0.5 | -0.2 | 1.0 | -0.9 | 4.3 | 0.7 | 2.8 | 4.6 | 0.06 | |
| 万马股份002276 | 电网设备 | 9.69 | 98.0 | 119.3 | 16.9 | 200.4 | 3.1 | 2026-06-30 | 65.5 | 5.4 | 3.8 | -0.8 | -2.1 | 3.3 | 1.9 | 13.0 | 6.2 | 0.06 | |
| 泰永长征002927 | 电网设备 | 16.10 | 35.9 | 6.8 | 0.5 | 42.2 | -0.1 | 2026-06-30 | 亏损 | 0.2 | 0.2 | 0.8 | 0.9 | -0.1 | 0.4 | 1.7 | 2.3 | 0.06 |
金额单位:亿元人民币;E/E 单位:年。点表头排序,排序作用于当前筛选的全部标的。
公式与口径
- E/E = (市值 + 总负债 − 现金等价物) ÷ TTM 净利,即按当前年化净利收回企业价值所需的年限(不折现)。
- 预期差 = 内在价值 ÷ 市值;内在价值 = 10 × 近 5 年平均 FCF − 有息负债(隐含 FCF 永续、零增长、10% 收益率)。
- TTM 净利:归母净利润(PARENTNETPROFIT)的累计值先拆成单季,再取最近四个单季相加。
- FCF = 经营活动现金流净额 − 购建固定资产等长期资产支付的现金,只取年报。缺失年份不补零,取已有年份的平均(上市不满 5 年的公司同样处理;东财多数收录了招股书里的上市前年报)。
- 有息负债 = 短期借款 + 长期借款 + 应付债券 + 一年内到期的非流动负债 + 租赁负债,取该股最新报告期资产负债表。
- 现金等价物:现金流量表期末现金及现金等价物余额,可能含受限资金。
- TTM 净利含非经常性损益;FCF 未区分维持性与扩张性 CAPEX;含 H 股的公司按 A 股市值计。
- E/E 和预期差都假设当前盈利和 FCF 能代表未来。周期性行业在盈利高峰时 E/E 偏低,可能是周期顶部的价值陷阱,而不是低估;重资产、在建项目多的公司 E/E 普遍偏高、FCF 常为负。
- 口径与 stock.plaingarden.cc、电力瓶颈页 完全相同,同一只股票三处的数字可以直接比较。本页不构成投资建议。
名单与数据
- 名单:东方财富沪深京 A 股全部(不含 B 股),按东方财富的申万一级行业板块归类;没有归入任何一级行业的(多为新股)列在「未分类」;已退市但仍留在东方财富列表里的旧代码(总市值为 0)不收。银行、非银金融整个剔除:存款和客户保证金都记在负债里,E/E 的「总负债」口径对它们没有意义。名单每周一更新。
- 财报:东方财富数据中心按报告期一次取全市场(主要指标、资产负债表、现金流量表),字段与 F10 个股页同源。每天 18:45(北京时间)更新最近两个季末,更早的期只在缺失时补。
- 行情:交易日 09:15–15:10 每 5 分钟取一次全市场快照(东方财富,失败时用腾讯);收盘后和周末显示最后一份。
- 银行、非银金融以外的公司都用一般企业报表格式;个别公司若没有一般企业资产负债表,其有息负债与现金记为 0。