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 2 / 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 蔚蓝锂芯002245 | 电池 | 15.02 | 256.9 | 58.3 | 4.3 | 310.9 | 8.9 | 2026-06-30 | 35.0 | -1.0 | -3.3 | 1.9 | 3.5 | 6.2 | 1.5 | 2.1 | 12.5 | 0.05 | |
| 易事特300376 | 其他电源设备 | 4.03 | 93.8 | 59.1 | 8.5 | 144.4 | -2.1 | 2026-06-30 | 亏损 | -1.5 | 2.3 | 4.0 | -2.3 | 6.5 | 1.8 | 13.6 | 4.4 | 0.05 | |
| 帝尔激光300776 | 光伏设备 | 92.80 | 264.7 | 19.3 | 6.3 | 277.7 | 5.0 | 2026-06-30 | 55.8 | 1.0 | 3.1 | 6.6 | -3.0 | 0.4 | 1.6 | 1.8 | 14.4 | 0.05 | |
| 中电电机603988 | 电机 | 16.59 | 39.0 | 4.7 | 1.4 | 42.3 | 0.0 | 2026-06-30 | 4,228.0 | -0.1 | -0.4 | 0.4 | 0.3 | 0.7 | 0.2 | 0.0 | 1.8 | 0.05 | |
| 新特电气301120 | 电网设备 | 13.59 | 50.7 | 2.9 | 3.8 | 49.8 | 0.5 | 2026-06-30 | 101.6 | 0.4 | 0.2 | 0.3 | 0.4 | -0.2 | 0.2 | 0.1 | 2.2 | 0.04 | |
| 首航新能301658 | 光伏设备 | 24.12 | 99.5 | 26.2 | 11.7 | 114.1 | -0.1 | 2026-06-30 | 亏损 | 1.5 | 7.1 | -8.7 | 2.0 | 2.2 | 0.8 | 4.5 | 3.7 | 0.04 | |
| 拉普拉斯688726 | 光伏设备 | 39.09 | 158.4 | 100.9 | 17.1 | 242.2 | 5.4 | 2026-06-30 | 44.7 | -2.1 | -2.2 | 9.2 | 0.0 | 0.1 | 1.0 | 3.5 | 6.5 | 0.04 | |
| 华菱线缆001208 | 电网设备 | 12.35 | 78.8 | 39.6 | 5.2 | 113.3 | 1.0 | 2026-06-30 | 110.0 | -3.4 | 0.0 | 1.9 | 1.7 | 3.1 | 0.7 | 4.2 | 2.4 | 0.03 | |
| 野马电池605378 | 电池 | 15.37 | 40.2 | 3.3 | 1.5 | 42.0 | 0.2 | 2026-06-30 | 262.3 | 0.0 | 0.8 | 0.3 | -0.3 | 0.0 | 0.2 | 0.3 | 1.4 | 0.03 | |
| 天能股份688819 | 电池 | 20.46 | 198.9 | 394.5 | 76.1 | 517.3 | 10.0 | 2026-06-30 | 51.6 | 14.4 | -8.7 | -6.1 | 43.5 | 49.5 | 18.5 | 179.7 | 5.5 | 0.03 | |
| 三协电机920100 | 电机 | 27.40 | 28.3 | 3.2 | 0.9 | 30.6 | 0.5 | 2026-06-30 | 57.8 | 0.1 | -0.1 | 0.0 | 0.3 | 0.2 | 0.1 | 0.2 | 0.9 | 0.03 | |
| 纳科诺尔920522 | 电池 | 19.10 | 41.9 | 18.7 | 3.5 | 57.1 | 0.3 | 2026-06-30 | 190.3 | 1.1 | -0.3 | -2.5 | 1.6 | 1.0 | 0.2 | 0.4 | 1.4 | 0.03 | |
| 良信股份002706 | 电网设备 | 7.97 | 89.5 | 20.6 | 9.1 | 101.0 | 1.7 | 2026-06-30 | 58.4 | -2.1 | -0.2 | 2.5 | 1.7 | -0.3 | 0.3 | 1.6 | 1.6 | 0.02 | |
| 祥明智能301226 | 电机 | 38.16 | 41.5 | 1.6 | 2.8 | 40.3 | 0.1 | 2026-06-30 | 671.5 | -0.2 | 0.0 | -0.2 | 0.3 | 0.5 | 0.1 | 0.1 | 0.7 | 0.02 | |
| 盟固利301487 | 电池 | 16.63 | 76.4 | 22.1 | 3.0 | 95.5 | 0.5 | 2026-06-30 | 180.2 | -3.0 | -1.0 | 3.3 | 0.3 | 3.0 | 0.5 | 3.8 | 1.4 | 0.02 | |
| 湘潭电化002125 | 电池 | 11.42 | 71.9 | 17.7 | 4.2 | 85.3 | 3.2 | 2026-06-30 | 26.3 | -1.6 | 0.6 | 3.0 | 2.9 | 1.6 | 1.3 | 12.0 | 1.0 | 0.01 | |
| 金杯电工002533 | 电网设备 | 10.83 | 79.5 | 90.7 | 11.8 | 158.4 | 6.2 | 2026-06-30 | 25.5 | 3.5 | 4.6 | 2.9 | 1.4 | 0.4 | 2.6 | 25.1 | 0.5 | 0.01 | |
| 大连电瓷002606 | 电网设备 | 11.48 | 50.4 | 10.7 | 4.5 | 56.6 | 3.2 | 2026-06-30 | 17.7 | -1.2 | -0.1 | 0.7 | -1.6 | 4.0 | 0.4 | 3.2 | 0.4 | 0.01 | |
| 先导智能300450 | 电池 | 32.28 | 540.4 | 318.9 | 118.4 | 740.9 | 17.8 | 2026-06-30 | 41.6 | 8.4 | 7.0 | -14.1 | -24.4 | 44.0 | 4.2 | 34.3 | 7.5 | 0.01 | |
| 华瑞股份300626 | 电机 | 27.42 | 49.4 | 4.3 | 0.8 | 52.9 | 0.1 | 2026-06-30 | 377.5 | 0.3 | 0.7 | 0.3 | 0.2 | -0.2 | 0.3 | 2.2 | 0.4 | 0.01 | |
| 湘电股份600416 | 电机 | 7.99 | 117.9 | 68.7 | 16.0 | 170.7 | 0.5 | 2026-06-30 | 355.5 | -1.7 | -0.6 | 3.0 | 0.1 | 4.9 | 1.1 | 9.7 | 1.7 | 0.01 | |
| 万里股份600847 | 电池 | 15.43 | 23.7 | 0.4 | 0.7 | 23.4 | -0.7 | 2026-06-30 | 亏损 | -0.3 | 0.3 | 0.0 | 0.2 | -0.1 | 0.0 | 0.0 | 0.2 | 0.01 | |
| 德力佳603092 | 风电设备 | 40.60 | 162.4 | 48.4 | 15.3 | 195.5 | 8.5 | 2026-06-30 | 23.1 | 0.9 | -5.4 | -1.5 | 5.4 | 3.7 | 0.6 | 4.1 | 2.2 | 0.01 | |
| 海博思创688411 | 其他电源设备 | 150.01 | 273.7 | 156.3 | 16.2 | 413.8 | 12.7 | 2026-06-30 | 32.7 | -0.4 | 5.8 | -0.8 | 6.7 | 0.6 | 2.4 | 20.2 | 3.6 | 0.01 | |
| 恒运昌688785 | 其他电源设备 | 307.48 | 208.2 | 1.3 | 10.6 | 198.9 | 1.0 | 2026-06-30 | 205.0 | — | 0.0 | 0.4 | 0.1 | 0.6 | 0.3 | 0.3 | 2.5 | 0.01 | |
| 广信科技920037 | 电网设备 | 39.40 | 50.5 | 2.0 | 1.4 | 51.2 | 2.2 | 2026-06-30 | 22.9 | -0.3 | -0.6 | 0.2 | 0.9 | 0.6 | 0.2 | 0.9 | 0.7 | 0.01 | |
| 积成电子002339 | 电网设备 | 6.98 | 35.2 | 23.1 | 5.6 | 52.7 | 0.0 | 2026-06-30 | 1,318.5 | -0.3 | 0.9 | 0.6 | 0.9 | 0.9 | 0.6 | 6.1 | -0.1 | -0.00 | |
| 新宙邦300037 | 电池 | 58.69 | 442.5 | 119.2 | 19.9 | 541.8 | 16.0 | 2026-06-30 | 33.9 | -1.5 | 0.5 | 16.6 | -3.6 | 2.0 | 2.8 | 29.7 | -1.7 | -0.00 | |
| 晶盛机电300316 | 光伏设备 | 33.62 | 440.3 | 105.2 | 35.2 | 510.3 | 4.8 | 2026-06-30 | 106.8 | 9.6 | -10.1 | 6.1 | 1.3 | 1.8 | 1.7 | 17.4 | 0.0 | 0.00 | |
| 快可电子301278 | 光伏设备 | 27.83 | 25.0 | 5.6 | 1.8 | 28.8 | 0.2 | 2026-06-30 | 125.1 | 0.0 | 0.5 | 1.5 | -0.1 | -1.3 | 0.1 | 1.2 | -0.0 | -0.00 | |
| 明阳电气301291 | 电网设备 | 34.02 | 107.0 | 46.1 | 15.5 | 137.6 | 3.7 | 2026-06-30 | 37.3 | -2.9 | 2.7 | 2.5 | 1.9 | -2.4 | 0.4 | 3.9 | -0.3 | -0.00 | |
| 科汇股份688681 | 电网设备 | 14.58 | 15.3 | 2.6 | 0.8 | 17.1 | 0.5 | 2026-06-30 | 38.0 | -0.2 | -0.3 | 0.3 | 0.1 | 0.2 | 0.0 | 0.1 | 0.1 | 0.00 | |
| 华盛昌002980 | 电网设备 | 110.12 | 207.5 | 9.8 | 2.8 | 214.5 | 1.2 | 2026-06-30 | 177.3 | 0.0 | -0.3 | 0.8 | 0.7 | 0.0 | 0.2 | 4.5 | -2.1 | -0.01 | |
| 特锐德300001 | 电网设备 | 31.55 | 333.0 | 150.5 | 20.3 | 463.2 | 13.4 | 2026-06-30 | 34.5 | -6.5 | 4.6 | 2.8 | 4.5 | 16.4 | 4.4 | 45.3 | -1.7 | -0.01 | |
| 中远通301516 | 其他电源设备 | 16.70 | 46.9 | 3.6 | 1.7 | 48.8 | -0.6 | 2026-06-30 | 亏损 | -1.1 | 0.0 | 1.7 | 0.4 | -1.1 | -0.0 | 0.0 | -0.2 | -0.01 | |
| 德瑞锂电920523 | 电池 | 14.95 | 15.1 | 3.2 | 3.1 | 15.2 | 1.2 | 2026-06-30 | 12.8 | -0.2 | -0.1 | 0.6 | 0.0 | 0.4 | 0.1 | 1.6 | -0.2 | -0.01 | |
| ST惠程002168 | 电网设备 | 3.48 | 27.3 | 7.4 | 0.4 | 34.4 | -0.7 | 2026-06-30 | 亏损 | 2.0 | 0.1 | -0.3 | -1.3 | 0.9 | 0.3 | 3.3 | -0.5 | -0.02 | |
| 天赐材料002709 | 电池 | 30.90 | 629.9 | 116.1 | 18.1 | 727.9 | 39.6 | 2026-06-30 | 18.4 | 4.4 | 4.8 | -8.3 | 1.1 | 5.2 | 1.4 | 29.8 | -15.4 | -0.02 | |
| 雄韬股份002733 | 电池 | 18.58 | 71.4 | 22.9 | 8.6 | 85.7 | 0.4 | 2026-06-30 | 225.6 | -2.3 | -2.1 | 1.1 | 3.8 | 2.5 | 0.6 | 7.2 | -1.2 | -0.02 | |
| 凯中精密002823 | 电机 | 12.13 | 39.7 | 18.2 | 2.0 | 55.9 | 2.3 | 2026-06-30 | 24.8 | -2.2 | 0.4 | 0.5 | 2.5 | 3.1 | 0.9 | 9.3 | -0.7 | -0.02 | |
| 长缆科技002879 | 电网设备 | 15.19 | 29.3 | 5.2 | 5.4 | 29.1 | 1.2 | 2026-06-30 | 24.0 | 0.2 | -1.5 | 0.7 | 0.5 | 0.7 | 0.1 | 1.9 | -0.7 | -0.02 | |
| 兆威机电003021 | 电机 | 63.00 | 168.8 | 8.4 | 16.6 | 160.6 | 2.2 | 2026-06-30 | 74.3 | -0.1 | -0.4 | -0.1 | -0.4 | -0.1 | -0.2 | 1.4 | -3.6 | -0.02 | |
| 西子洁能002534 | 其他电源设备 | 15.97 | 133.5 | 84.0 | 22.6 | 194.9 | 2.4 | 2026-06-30 | 81.5 | -1.5 | -6.7 | -1.1 | 3.6 | 6.2 | 0.1 | 5.3 | -4.3 | -0.03 | |
| 天华新能300390 | 电池 | 44.70 | 371.4 | 95.3 | 47.1 | 419.5 | 27.9 | 2026-06-30 | 15.1 | -6.4 | 45.3 | 18.0 | 8.6 | -36.8 | 5.7 | 67.0 | -9.6 | -0.03 | |
| 美硕科技301295 | 电网设备 | 33.18 | 33.5 | 4.2 | 1.2 | 36.5 | 0.5 | 2026-06-30 | 73.0 | 0.1 | 0.0 | 0.5 | -0.7 | -0.1 | -0.0 | 0.8 | -1.2 | -0.03 | |
| 东方电气600875 | 其他电源设备 | 22.44 | 776.1 | 1,152.6 | 245.1 | 1,683.6 | 46.3 | 2026-06-30 | 36.3 | -51.4 | 76.6 | -46.1 | 70.6 | -22.7 | 5.4 | 77.3 | -23.3 | -0.03 | |
| 华新精科603370 | 电机 | 25.83 | 45.2 | 6.6 | 1.3 | 50.5 | 1.3 | 2026-06-30 | 37.6 | -1.7 | -0.9 | 3.9 | -2.4 | 0.6 | -0.1 | 0.4 | -1.4 | -0.03 | |
| 厦钨新能688778 | 电池 | 39.90 | 201.4 | 160.0 | 17.9 | 343.5 | 9.1 | 2026-06-30 | 37.7 | -2.0 | -22.1 | 14.3 | 8.1 | 4.2 | 0.5 | 10.2 | -5.2 | -0.03 | |
| 中能电气300062 | 电网设备 | 6.07 | 38.2 | 11.3 | 4.5 | 44.9 | -0.9 | 2026-06-30 | 亏损 | 0.1 | 0.0 | 0.1 | 0.5 | -0.5 | 0.0 | 1.9 | -1.5 | -0.04 | |
| 卧龙电驱600580 | 电机 | 23.86 | 372.7 | 138.2 | 24.2 | 486.7 | 9.4 | 2026-06-30 | 51.7 | 5.3 | 3.1 | 3.3 | 3.3 | 9.3 | 4.9 | 64.0 | -15.4 | -0.04 | |
| 科林电气603050 | 电网设备 | 15.58 | 62.8 | 32.8 | 1.8 | 93.8 | 2.1 | 2026-06-30 | 44.1 | -3.6 | -4.6 | 3.1 | 0.4 | 5.8 | 0.2 | 4.9 | -2.7 | -0.04 | |
| 洛凯股份603829 | 电网设备 | 14.82 | 27.6 | 15.9 | 2.6 | 40.8 | 0.5 | 2026-06-30 | 78.5 | -0.9 | 0.3 | 1.5 | -0.3 | 0.5 | 0.2 | 3.4 | -1.2 | -0.04 | |
| 酉立智能920007 | 光伏设备 | 31.06 | 13.8 | 4.5 | 2.4 | 16.0 | 0.5 | 2026-06-30 | 29.6 | 0.0 | 0.1 | -0.2 | 0.0 | 0.0 | -0.0 | 0.4 | -0.6 | -0.04 | |
| 许昌智能920496 | 电网设备 | 6.24 | 10.3 | 5.2 | 0.9 | 14.6 | 0.1 | 2026-06-30 | 208.7 | -0.4 | 0.1 | 0.1 | -0.3 | 0.6 | 0.0 | 0.6 | -0.4 | -0.04 | |
| 维通利001393 | 电网设备 | 37.03 | 92.3 | 12.8 | 18.7 | 86.5 | 3.0 | 2026-06-30 | 29.0 | — | 0.4 | 0.7 | -0.5 | -1.1 | -0.1 | 3.1 | -4.4 | -0.05 | |
| 汽轮科技300277 | 其他电源设备 | 12.83 | 194.6 | 78.0 | 26.0 | 246.6 | 1.0 | 2026-06-30 | 244.1 | 0.1 | -0.2 | 0.3 | 0.4 | 0.2 | 0.2 | 11.1 | -9.5 | -0.05 | |
| 保变电气600550 | 电网设备 | 10.06 | 185.3 | 71.4 | 8.1 | 248.6 | 2.6 | 2026-06-30 | 97.1 | 2.4 | -4.2 | 5.6 | 2.0 | 1.0 | 1.4 | 22.8 | -9.2 | -0.05 | |
| 西典新能603312 | 电网设备 | 31.04 | 49.7 | 8.4 | 2.1 | 56.1 | 2.1 | 2026-06-30 | 27.2 | -1.1 | -0.3 | -0.4 | 0.4 | 0.1 | -0.3 | 0.0 | -2.6 | -0.05 | |
| 神马电力603530 | 电网设备 | 37.31 | 161.0 | 10.1 | 2.4 | 168.7 | 4.9 | 2026-06-30 | 34.6 | -0.2 | -1.2 | 0.6 | 0.7 | -1.2 | -0.3 | 5.8 | -8.4 | -0.05 | |
| 汉缆股份002498 | 电网设备 | 6.05 | 201.3 | 51.6 | 19.5 | 233.4 | 5.8 | 2026-06-30 | 40.3 | -0.1 | -2.5 | 8.7 | 0.3 | 4.6 | 2.2 | 33.9 | -11.9 | -0.06 | |
| 麦格米特002851 | 其他电源设备 | 102.90 | 602.0 | 73.5 | 5.5 | 670.0 | 2.2 | 2026-06-30 | 299.1 | -3.6 | -3.9 | -0.9 | -2.2 | -5.8 | -3.3 | 5.6 | -38.4 | -0.06 | |
| 科大智能300222 | 电网设备 | 8.87 | 69.4 | 30.3 | 2.6 | 97.0 | 1.0 | 2026-06-30 | 99.0 | -1.3 | -1.5 | -0.3 | 0.8 | 1.7 | -0.1 | 2.8 | -4.0 | -0.06 | |
| 盘古智能301456 | 风电设备 | 23.13 | 35.2 | 3.0 | 2.0 | 36.2 | 1.0 | 2026-06-30 | 37.7 | -0.1 | 1.3 | -0.1 | -1.3 | -0.8 | -0.2 | 0.2 | -2.2 | -0.06 | |
| 尚水智能301513 | 电池 | 63.00 | 63.0 | 20.3 | 2.9 | 80.4 | 0.8 | 2026-06-30 | 95.7 | -0.1 | 3.8 | -1.5 | -1.7 | -0.8 | -0.1 | 2.9 | -3.5 | -0.06 | |
| 精达股份600577 | 电网设备 | 8.90 | 198.6 | 102.5 | 12.5 | 288.6 | 6.2 | 2026-06-30 | 46.7 | -9.1 | 8.6 | 1.1 | -7.5 | 23.1 | 3.2 | 44.6 | -12.2 | -0.06 | |
| 骄成超声688392 | 电池 | 133.87 | 154.9 | 7.9 | 4.5 | 158.3 | 1.6 | 2026-06-30 | 97.1 | -0.4 | -0.3 | -0.2 | -1.9 | -0.5 | -0.7 | 2.3 | -8.9 | -0.06 | |
| 中利集团002309 | 电网设备 | 2.71 | 81.5 | 29.7 | 3.8 | 107.4 | 1.3 | 2026-06-30 | 83.2 | -0.4 | 0.3 | 1.3 | -8.1 | 4.6 | -0.5 | 1.0 | -5.6 | -0.07 | |
| 当升科技300073 | 电池 | 38.80 | 211.2 | 118.6 | 56.9 | 272.9 | 8.4 | 2026-06-30 | 32.4 | 1.4 | 0.4 | -1.1 | 7.3 | -7.7 | 0.1 | 14.5 | -13.9 | -0.07 | |
| 安靠智电300617 | 电网设备 | 32.45 | 53.8 | 10.3 | 2.9 | 61.2 | 0.8 | 2026-06-30 | 72.9 | -0.2 | -0.2 | -0.1 | -0.2 | 0.8 | 0.0 | 4.0 | -3.8 | -0.07 | |
| 江苏雷利300660 | 电机 | 21.96 | 127.7 | 34.8 | 8.0 | 154.5 | 2.1 | 2026-06-30 | 72.2 | 1.0 | -0.8 | 2.2 | -1.0 | 0.6 | 0.4 | 13.4 | -9.4 | -0.07 | |
| 华宝新能301327 | 电池 | 40.80 | 71.2 | 14.9 | 11.8 | 74.3 | -1.0 | 2026-06-30 | 亏损 | 0.8 | 0.3 | -1.7 | 6.9 | -8.4 | -0.4 | 0.4 | -4.6 | -0.07 | |
| 正泰电器601877 | 电网设备 | 25.12 | 539.8 | 1,022.6 | 148.6 | 1,413.8 | 50.7 | 2026-06-30 | 27.9 | -49.8 | -55.7 | -2.2 | 122.5 | 212.1 | 45.4 | 490.9 | -37.1 | -0.07 | |
| 鸣志电器603728 | 电机 | 45.81 | 191.9 | 18.2 | 7.9 | 202.3 | 0.7 | 2026-06-30 | 284.9 | -0.1 | -1.9 | 0.1 | -0.5 | -1.0 | -0.7 | 7.1 | -13.9 | -0.07 | |
| 华塑科技301157 | 其他电源设备 | 62.06 | 37.2 | 2.5 | 2.2 | 37.5 | 0.3 | 2026-06-30 | 117.1 | 0.0 | 0.0 | -1.2 | 0.0 | 0.1 | -0.2 | 0.7 | -2.9 | -0.08 | |
| 宏工科技301662 | 电池 | 64.36 | 74.7 | 40.1 | 4.2 | 110.6 | 1.0 | 2026-06-30 | 110.6 | 0.7 | -1.4 | -1.7 | 1.0 | 0.7 | -0.1 | 4.4 | -5.8 | -0.08 | |
| 锡华科技603248 | 风电设备 | 18.67 | 85.9 | 6.6 | 4.5 | 88.0 | 1.7 | 2026-06-30 | 53.0 | 1.6 | -1.4 | 0.3 | -0.9 | -1.8 | -0.4 | 2.7 | -7.1 | -0.08 | |
| 科威尔688551 | 其他电源设备 | 32.70 | 35.6 | 3.7 | 1.6 | 37.7 | 0.5 | 2026-06-30 | 78.5 | -0.3 | -0.7 | 0.0 | -0.6 | 0.2 | -0.3 | 0.0 | -2.8 | -0.08 | |
| 欧陆通300870 | 其他电源设备 | 143.34 | 218.8 | 37.4 | 9.5 | 246.7 | 1.2 | 2026-06-30 | 209.1 | -3.6 | -5.0 | 1.0 | 1.0 | 1.2 | -1.1 | 8.7 | -19.5 | -0.09 | |
| 中一科技301150 | 电池 | 36.60 | 118.6 | 45.2 | 5.1 | 158.6 | 2.2 | 2026-06-30 | 73.1 | -0.8 | -4.5 | -0.6 | 1.3 | 2.7 | -0.4 | 6.4 | -10.2 | -0.09 | |
| 铜冠铜箔301217 | 电池 | 91.81 | 761.1 | 23.0 | 5.3 | 778.8 | 2.4 | 2026-06-30 | 320.5 | 1.0 | -0.7 | -12.1 | -8.8 | -4.8 | -5.1 | 15.3 | -66.1 | -0.09 | |
| 煜邦电力688597 | 电网设备 | 5.88 | 19.8 | 10.6 | 2.6 | 27.8 | 0.1 | 2026-06-30 | 397.0 | 0.4 | 0.9 | 0.1 | 0.9 | -0.7 | 0.3 | 5.0 | -1.8 | -0.09 | |
| 艾能聚920770 | 光伏设备 | 9.91 | 12.9 | 2.4 | 0.3 | 15.0 | 0.4 | 2026-06-30 | 35.8 | 0.7 | 0.4 | -0.2 | -0.4 | 0.0 | 0.1 | 2.1 | -1.1 | -0.09 | |
| 禾望电气603063 | 风电设备 | 24.19 | 112.4 | 39.1 | 20.1 | 131.3 | 4.4 | 2026-06-30 | 29.6 | -5.6 | 1.5 | 0.7 | 1.7 | 3.6 | 0.4 | 14.5 | -10.7 | -0.10 | |
| 智洋创新688191 | 电网设备 | 17.05 | 55.9 | 12.0 | 2.7 | 65.2 | -0.0 | 2026-06-30 | 亏损 | -1.7 | 0.1 | 0.7 | 0.4 | -0.2 | -0.1 | 4.3 | -5.7 | -0.10 | |
| 奥特维688516 | 光伏设备 | 37.68 | 118.6 | 105.2 | 21.3 | 202.6 | 4.4 | 2026-06-30 | 46.6 | 1.2 | 3.2 | 2.2 | 0.5 | 4.9 | 2.4 | 36.0 | -12.0 | -0.10 | |
| 杭州柯林688611 | 电网设备 | 59.35 | 91.0 | 3.4 | 1.0 | 93.4 | -0.4 | 2026-06-30 | 亏损 | -0.4 | -0.2 | -0.7 | -2.2 | -0.3 | -0.8 | 1.7 | -9.3 | -0.10 | |
| 正泰电源002150 | 光伏设备 | 18.22 | 65.8 | 32.7 | 9.2 | 89.4 | 2.5 | 2026-06-30 | 35.5 | -1.2 | 2.0 | -1.1 | 1.4 | 1.8 | 0.6 | 12.8 | -7.0 | -0.11 | |
| 红相股份300427 | 电网设备 | 5.82 | 29.6 | 4.3 | 3.2 | 30.7 | -0.5 | 2026-06-30 | 亏损 | 1.0 | -4.4 | 2.1 | -0.7 | 0.5 | -0.3 | 0.1 | -3.1 | -0.11 | |
| 华阳智能301502 | 电机 | 44.50 | 25.4 | 2.7 | 1.0 | 27.1 | 0.2 | 2026-06-30 | 123.2 | -0.5 | -0.4 | 0.1 | -0.2 | -0.2 | -0.2 | 0.4 | -2.8 | -0.11 | |
| 高特电子301669 | 其他电源设备 | 23.28 | 111.7 | 7.5 | 8.8 | 110.5 | 1.3 | 2026-06-30 | 87.7 | — | -0.9 | -1.3 | -0.8 | -1.0 | -1.0 | 2.5 | -12.5 | -0.11 | |
| 科达利002850 | 电池 | 141.23 | 404.4 | 95.6 | 10.2 | 489.8 | 19.4 | 2026-06-30 | 25.3 | -8.6 | -19.4 | -16.6 | 9.1 | 11.5 | -4.8 | 1.3 | -49.3 | -0.12 | |
| 欣灵电气301388 | 电网设备 | 23.73 | 24.3 | 2.8 | 0.9 | 26.3 | 0.3 | 2026-06-30 | 93.9 | -0.6 | -0.2 | -0.1 | -0.2 | 0.0 | -0.2 | 0.7 | -2.9 | -0.12 | |
| 固德威688390 | 光伏设备 | 51.51 | 125.2 | 97.7 | 15.2 | 207.7 | 4.4 | 2026-06-30 | 47.4 | -0.2 | 3.9 | 4.7 | -12.9 | 5.2 | 0.1 | 16.8 | -15.4 | -0.12 | |
| 亿能电力920046 | 电网设备 | 18.27 | 18.5 | 2.0 | 0.1 | 20.4 | 0.2 | 2026-06-30 | 135.7 | 0.3 | -0.3 | 0.2 | 0.2 | -1.1 | -0.1 | 0.8 | -2.2 | -0.12 | |
| 聚星科技920111 | 电网设备 | 25.04 | 38.9 | 12.9 | 0.8 | 51.0 | 2.5 | 2026-06-30 | 20.4 | -0.4 | 0.9 | -0.1 | -0.3 | -0.5 | -0.1 | 4.5 | -5.3 | -0.13 | |
| 泽润新能301636 | 光伏设备 | 40.56 | 26.2 | 7.1 | 4.3 | 28.9 | -0.2 | 2026-06-30 | 亏损 | 0.2 | 0.0 | 1.4 | -0.4 | -1.4 | -0.0 | 3.2 | -3.6 | -0.14 | |
| 先惠技术688155 | 电池 | 50.70 | 64.6 | 37.7 | 5.9 | 96.4 | 4.1 | 2026-06-30 | 23.5 | -1.8 | -8.3 | -3.0 | 7.8 | 4.4 | -0.2 | 7.5 | -9.3 | -0.14 | |
| 日丰股份002953 | 电网设备 | 9.52 | 46.8 | 18.0 | 2.2 | 62.6 | 1.3 | 2026-06-30 | 49.3 | -4.4 | 1.6 | 0.7 | -0.3 | 1.6 | -0.2 | 5.3 | -6.9 | -0.15 | |
| 大金重工002487 | 风电设备 | 38.15 | 282.3 | 72.7 | 80.9 | 274.1 | 11.6 | 2026-06-30 | 23.7 | -2.0 | -5.7 | 4.0 | 2.4 | -9.7 | -2.2 | 23.2 | -45.2 | -0.16 | |
| 通光线缆300265 | 电网设备 | 11.31 | 52.9 | 12.0 | 2.9 | 62.0 | -0.1 | 2026-06-30 | 亏损 | -1.4 | -1.0 | 0.2 | -0.6 | 0.9 | -0.4 | 4.6 | -8.4 | -0.16 |
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。