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Table_MainInfo/2023 10 11 Table_InvestInfo Table_QuoteInfo 2971.344048.475125.616202.757279.888357.022022/10 2023/1 2023/4 2023/7 Table_ReportInfo 2023.09.25 2023.09.18 2023.09.11 Table_AuthorInfo:Tel:(021)23185603 Email:S0850512050003:Tel:(021)23183818 Email:S0850515120001 Table_Summary 2023 10.14%+11.56%-74.26%+14.35%+28.69%+104.74%-52.99%32.73%+13.82%+82.05%-175.98%&+22.27%+111.59%+20.52%PE 2023 EPS wind 16 10 10 11%-8 2 1.2023.5 1.1 2023.5 2.6 2.1 2023.6 2.2 2023.7 3.10 3.1 2023.10 3.2 2023.11 4.16 4.1 2023.16 5.20 5.1.20 5.2.20 5.3.21 5.4.21 5.5.21 6.21 YWDWuNtOsRnMsMpMmRtMnMaQ8QaQnPnNnPtQeRqRrRlOqRoM7NpOqMMYnOpPNZpOqP 3 1 2023 H1%.6 2 2023 H1%.6 3 2022 H1 2023 H1%.6 4 2022 H1 2023 H1%.6 5 2023 H1%.10 6 2023 H1%.10 7 2022 H1 2023 H1%.10 8 2022 H1 2023 H1%.10 9 2023E PE.20 10%.20 4 1 2023.5 2 2023 1%.17 3 2023 2%.18 4 2023 3%.19 5 1.2023 1.1 2023 10.14%+11.56%-74.26%+14.35%+28.69%+104.74%-52.99%32.73%+13.82%+82.05%-175.98%&+22.27%+111.59%+20.52%1 2023%pct%pct 10.70 10.14 20.46-0.33 11.25-0.25 22.15 11.56 29.09-3.35 8.93-0.33 12.31-74.26 19.89-1.37 19.62-0.19 13.75 14.35 25.99 1.29 11.89-0.22 6.09 28.69 13.23 0.70 8.37 0.05 8.70 104.74 17.37 0.44 12.49-0.70-1.71-52.99 20.53-4.93 13.97 1.20 16.73 32.73 29.45 0.63 18.21-0.27 11.45 13.82 27.63 0.46 16.97 0.37 22.04 82.05 33.27 0.89 17.56-1.40 11.39-175.98 20.84-0.76 19.34-1.90&16.60 22.27 31.38 0.81 20.53 0.33 39.09 111.59 27.90 0.83 16.84-2.77 9.65 20.52 41.54 0.68 26.10 0.49 Wind 6 2.2.1 2023 2023 10.70%10.14%0.33pct 0.25pct 2023+22.15%+12.31%+13.75%+6.09%+8.70%-1.71%2023+11.56%-74.26%+14.35%+28.69%+104.74%-52.99%1 2023 H1%Wind 2 2023 H1%Wind 2023-3.35pct-1.37pct+1.29pct+0.70pct+0.44pct-4.93pct 2023-0.33pct-0.19pct-0.22pct 0.05pct-0.70pct 1.20pct 3 2022 H1 2023 H1%Wind 4 2022 H1 2023 H1%Wind 7 2.2 2023 2023 1 2 3 3pct 5pct 4 1 2023 22.15%11.56%3.35pct 0.33pct 3 6 1 1.5 2-2023 53.03 22.05%29.06%3.46pct 7.01 48.08%,10.82 47.50%32.30%9.70pct 8 2023 48.25 20.11%19.21%0.69pct 3.33 185.10%1 2 3 2023 9.09 21.26%54.34%7.06pct 2.87 54.44%-7.69 38.85%59.22%1.34pct 1.25 166.28%2 2023 13.75%14.35%1.29pct 0.22pct 2023 66.72 13.68%35.01%2.03pct 7.06 13.75%1 2 9 3 4 BDU 5 2023 24.40 17.00%3 2023 8.70%104.74%2023 159.55%0.44pct 0.70pct 10 3.3.1 2023 2023 16.73%32.73%0.63pct 0.27pct 2023 11.45%22.04%11.39%&16.60%39.09%9.65%2023+13.82%+82.05%-175.98%&+22.27%+111.59%+20.52%5 2023 H1%Wind 6 2023 H1%Wind 2023+0.46pct+0.89pct-0.76pct&+0.81pct+0.83pct+0.68pct 2023+0.37pct-1.40pct-1.90pct&+0.33pct-2.77pct+0.49pct 7 2022 H1 2023 H1%Wind 8 2022 H1 2023 H1%Wind 11 3.2 2023 2023 1&2&3 4&1pct 1pct 1&2023&16.60%22.27%0.81pct 0.33pct 9 PMI 50.2%0.5pct 52.7%0.8pct 50.5%0.3pct 48.5%0.1pct 2023 124.51 19.76%36.27%0.10pct 20.77 5.17%-68.55 15.52%46.45%0.38pct PLC PLC PLC 15.4%24.3%17.5%7.02%SCARA 22%/PLC 12-SOP SOP 29.67 47.71%1 SOP 2 3 20000 SiC 1 8.11 136.77%39.64%2.84pct 2+500 TOP10 2023 7.19 6.09%32.86%4.70pct 1.04 23.34%PLC PLC PLC PLC 3C 2023 6.25 41.81%38.39%4.31pct 1.07 35.59%1 2.15 68.27%1.86 14.79%13 2 2.01 58.62%SD700 SD710 SD780 VC1SVC1VC3VC5 PLC VM-RTU-ECTVM-RTU-PN IO VM600 PLC 173.88%CE UL 2 2023 11.45%13.82%0.46pct 0.37pct 2023 182.50 11.81%28.57%1.20pct 24.99 18.43%2023 259.21 8.51%1-2 35kV 3 CPFL AMI 2023 71.14 16.06%18.73%1.66pct 5.48 20.65%14 1 2 3 AMI 3 2023 22.04%82.05%0.89pct 1.40pct 2023 34%2023 8.54 24.70%42.50%3.79pct 3.07 62.17%6.79 23.94%43.47%4.94pct 8 AMI 2023 10.12 6.75%40.75%3.82pct 2.15 12.91%2023 6 30 30.02 34%15 24 WTZ30 AI NB-IoT 1.17 6 NTCC MOU 16 4.4.1 2023 2023 40%40 6&5 4 3 2 1 17 2 2023 1%2023 2023Q2 2023Q1 2022Q4 2022Q3 2022Q2 2022Q1 H1 300018.SZ 1426.45-21.52 155.77-151.22 61.81-67.71-302.66 002471.SZ 704.09 2565.07-51.54-129.68 1205.42-227.59 32.72 002196.SZ 641.31 269.72 36.98-586.13 90.75-8262.48-12.29 002527.SZ&584.88-5.62 751.69-4844.18-144.16-109.07-175.44 300139.SZ 416.60 50.42 64.21-795.11-102.79 506.52-9326.82 600973.SH 377.86 135.55 2.85 105.07-64.29-161.51-60.53 002546.SZ 293.05-28.46 1130.67-105.52-147.34-50.73-134.52 600268.SH 287.53 47.41 52.08-20.61-77.06 596.86 3.43 600202.SH 222.88 920.66 15.35-84.94 415.89-101.82 4.29 300444.SZ 206.73 64.09 1122.42 22.23-208.69-706.06-323.97 600312.SH 185.10 137.76 276.10 200.05 28.21-18.27 206.72 002334.SZ&184.43 68.70 3016.70 496.09 13.66 43.14-91.76 002560.SZ 165.57 153.06 188.57 247.99 23604.52-22.71-36.93 601727.SH 159.55 122.26 2802.32 61.37-177.46 82.17-98.09 601567.SH 147.60 221.37 63.84 980.08 109.59-43.42-3.23 002518.SZ 129.85 63.35 330.38 128.05 123.44 75.89-36.73 002169.SZ&128.38-1670.87 149.32 102.45 436.24 100.83-119.71 002531.SZ 128.11 72.52 506.88-12.27-44.08-26.48-93.46 300153.SZ 126.41 439.49 63.41 372.73 249.48-85.15 67.19 300001.SZ 123.88 195.67 18.98 65.61 15.19 141.97-19.56 300141.SZ 114.94 163.61 7.92-173.00 1231.55-467.45-242.99 300011.SZ 112.32 34.24 104.46-423.85 90.65-50.59-490.94 002335.SZ 93.73 162.13 46.32-125.90 23.80-24.55 2.71 300125.SZ&92.35 123.65 75.51 153.85 121.35-296.26-1107.37 300349.SZ 79.54 27.54 390.00 26.92 25.13-20.83-13.22 300032.SZ 73.74-229.35 96.52 108.58-49.06-99.47 45.16 002851.SZ 73.70 51.58 119.12 147.70-36.37 32.14-9.25 002576.SZ 69.94 32.87 151.82 62.35-42.52-34.01-65.03 002358.SZ 66.49 72.63 60.36 95.62 237.94 124.17 89.24 300208.SZ&65.42 194.29 18.28 59.59-459.23-25.80-1616.18 002452.SZ 65.33 180.99-28.22-143.37-54.60-73.47-14.80 300222.SZ 62.64 94.80 36.23 11.91 66.99 41.68-112.78 300360.SZ 62.17 58.33 68.55 79.54 15.05 77.52 16.83 002380.SZ 59.80 47.34 121.41-3539.91 144.05-17.13-49.88 002270.SZ 54.44 41.17 78.48 121.99 22.84-53.80 54.11 002276.SZ 49.55 28.55 125.93-9.48 16.33 44.29 199.64 002028.SZ 48.08 50.24 43.54 40.74-2.07 10.98-45.73 002730.SZ 46.08 24.67 95.11-12.31 10.61 28.70 5.26 002090.SZ 43.82 108.23 10.22-86.66 599.92-61.55-72.13 601222.SH 41.85 66.49 10.03 43.90 7.62-37.92 3.68 Wind 18 2023 15 20%-40%3 2&1 3 2023 2%2023 2023Q2 2023Q1 2022Q4 2022Q3 2022Q2 2022Q1 H1 002184.SZ 39.58 37.34 45.15 31.86 8.01-28.43 29.27 002533.SZ 36.09 22.51 54.19 52.42-6.33-6.46 26.60 600379.SH 36.04 35.23 38.04-1.03 42.53 13.44 1.04 002664.SZ 35.84 45.40 24.44 144.65 12.62-35.83-42.84 688698.SH&35.59 31.05 42.99-3.38 3.93 8.83 40.99 002630.SZ 32.80 48.47 14.95 31.43-48.49-69.43-186.21 000922.SZ 31.09 31.24 30.94 298.34 78.93 25.18 0.30 002364.SZ 28.49 64.19 10.97-615.09-81.55-87.02-69.76 002706.SZ 28.37 33.70 17.84 0.83-5.99 2.20 12.72 002112.SZ 26.37-16.55 270.44 337.77 26.54 124.09 34.43 600517.SH 21.61-34.99 187.11 1.43-39.86 11.43-31.17 600580.SH 21.34 15.60 30.05-95.01 13.76 4.72 50.46 000682.SZ 21.27 18.37 26.32 26.01 28.87 24.32 24.17 603195.SH 20.83 25.35 14.74 44.10 8.76 6.37 5.68 000400.SZ 20.65 12.74 48.48-23.54 29.42 2.05 21.72 Wind 2023 25 0%-20%4&3 2 1 19 4 2023 3%2023 2023Q2 2023Q1 2022Q4 2022Q3 2022Q2 2022Q1 H1 002249.SZ 19.55 22.68 15.76 82.55-6.72 62.31 12.54 002350.SZ 19.15-88.69 54.26-36.62-91.69 94.34-200.50 600406.SH 18.43 14.00 38.68 13.93 14.53 5.41 88.37 603606.SH 18.08 47.95-8.09-53.33-34.04-32.09 0.16 300129.SZ 17.93-26.87 45.13 103.66 147.22-62.93-18.15 300332.SZ&17.78-49.14 53.86-33.49 414.35 125.81 1585.83 601126.SH 16.91 21.91 10.13 55.47 0.50 11.19 38.31 688395.SH&15.24 11.98 18.73-75.01-32.15-40.56-3.45 002266.SZ 13.94 0.70 22.19-4.77-32.16-65.51-28.45 600885.SH 13.75 11.61 16.35 15.43 15.66 18.12 20.78 601877.SH 13.70-36.26 109.78 37.31 61.60-35.14 384.10 688100.SH 12.91-1.22 40.07 24.48 16.12 9.56 22.54 600875.SH 12.85 15.93 10.04-16.14 40.15 18.56 46.31 601179.SH 12.55-3.36 42.26-33.64 12.18 57.13 47.59 002121.SZ 12.01 12.26 11.44 100.33 174.16 6.77-18.70 002255.SZ 10.50 10.51 10.44-3.18-18.21 46.26-25.25 300062.SZ 10.03 17.20 2.85 170.67-15.45 31.40 181.11 002451.SZ 9.81 81.40-32.59-13.93 35.83-398.37 264.61 600131.SH 8.19-2.27 46.93 25.03 22.22 4.83 12.14 600089.SH 8.17-27.47 51.34 133.89 99.12 283.33 47.28 002300.SZ 5.32 3.03 9.84 31.14 2.96 78.92 51.46 300286.SZ 5.26-8.25 32.65-6.21 1.21 2.28 2.35 300124.SZ&5.17 5.75 4.15 14.19 19.48 37.18 11.00 600475.SH 2.85-1.20 6.58 7.61-29.99-0.26 0.24 002322.SZ 1.49 6.76-12.28 181.57-22.39-26.48-57.13 Wind 2023 48&9 8 6 5 4 2 1 20 5.5.1 PE 2023 EPS wind 16 10 10 11%9 2023E PE 5 6 9 10 13 13 13 13 14 14 14 14 16 16 16 17 18 19 21 22 25 26 27 27 28 29 39 44 05101520253035404550 Wind 1 2023 10 10 2 Wind 10%-37-13-11-8-7-5-5-3-2-1-1 1 3 4 6 7 7 7 8 10 12 13 13 21 29 32 34 56-60-40-20020406080 Wind 2023 10 10 5.2-21 5.3/2023 9 PMI 50.2%0.5pct 2023 5.4 8 5.5 6.22 Table_Analysts Table_Reports,1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%、able_PeopleInfo 23(021)23219403(021)23219404(021)23219658(021)23219747(0755)82780398(021)23219820(021)23219394(021)23154149(021)23154658(021)23219674(021)23219732(021)23219395(021)23219984(021)23219883(021)23212230(021)23185655(021)23212231(021)23154170 021-23219745 洢(021)23219419(021)23185680(021)23219326(021)23219686(021)23219370(021)23219445(021)23219819(021)23219773(021)23185675(021)23219433(021)23154168(021)23219068(021)23219645 珮(021)23154121 喆(021)23154142(021)23154124 021-23154484(021)23154116 021-23219635(021)23212041(021)23219658(021)23154132(021)23219733 021-23154147(021)23185661(021)23185663(021)23219812(021)23214131(021)23219420(021)23154122 02123154123(021)23219434(021)23219387(021)23219946(021)23219953 02163411361(021)23219404(021)23154143(021)23154505(021)23219635(0755)82780398(021)23219808(010)68067998(021)23154120(010)56760096 86 10 56760096(021)23219671(010)68067998(021)23219164(010)56760096(021)23154017 021-23219807 021-23185705(021)23154145(021)23154113(021)23154398(021)23154141(021)23219399(021)23154125(021)23219415 021-23154126(010)58067907(021)23219104(021)23154120(021)23212208(021)23219774 02123219406(021)23154392(021)23154394(021)23219383(021)23219747(021)23219436(021)23154399 24(021)23154652 翀(021)23154139 02123185608(021)23219963(021)23154401(010)58067998(021)23219760(021)23212208(021)23154113(021)23219692(021)23219171 02123219171(021)23154184(0755)82764281(021)23214397(021)23219431(021)23219392(021)23219392(021)23154174(021)23154174(021)23154137(0755)23617756(010)50949926 010-56760095(021)23154128(010)50949926(021)23219634(010)56760090 010-56760090(021)23154171(021)23219382(021)23219442(010)56760091(021)23219407(021)23154510(021)23219405(021)23212081(021)23154122(021)23154114 玥(021)23219814(021)23154119(021)23154659(021)23219391 劼 18515295560 18901961523 13718567611(010)58067998(021)23219402(021)23154172(021)23154171(021)23154019 晅 021-2321-4129(021)23154483(021)23154395(021)23219356(021)23154134(021)23219399(755)82900465(021)23219583 祎(021)23219768(021)23219244(021)23154382(021)23214390(021)23154146 25(0755)23607963(0755)82775962(0755)83253022(0755)83255933(0755)82775282(0755)23617160 0755-25597716(021)23219385(021)23219397(021)23219384(021)23219410(021)23154192 23214650 祎(021)23212268(021)23219373 祎(021)23219281(010)58067988 010-5806 7936(010)58067931 垚(010)58067851 689 9 021 23219000 021 23219392
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