资源描述
|2024 05 29/2023 217GW 76GW 24 14 38/24EPS 25EPS 24PE 25PE PB 29.9 1.2 1.5 25 20 2.8 14.8 0.9 1.1 17 13 2.0 23.0 1.1 1.3 21 18 3.9 7.0 0.3 0.3 28 21 1.6 71.5 2.8 3.4 26 21 5.1 17.7 0.9 1.0 20 17 3.8 14.9 1.7 1.8 9 8 1.2 27.2 7.1 4.7 17.0 14.4 2.5 7.5 0.5 0.6 15 12 2.2 7.9 2.2 Wind 20240528%304 6.0 4623.9 5.9 3958.6 5.6%1m 6m 12m 2.7-11.3-24.2-1.1-14.0-17.4 1 5 26 2024-05-27 2 25 2024-05-15 3 24 2024-04-22 S1090515050001 S1090524020002 S1090521070003-50-40-30-20-10010May/23 Sep/23 Dec/23 Apr/24(%)电力设备及新能源 沪深300 27 2.4 1.4 2.5.8 1.8 2.9 3.10.12.12.15.15.15 1.4 2.4 3 2023.4 4 2023.4 5 2023 kWh.5 6 2023/kWh.5 7 kW.5 8.5 9 2014-2023.7 10 2014-2023.7 11.7 12.7 13.8 14.9 15.10 16.10 17 2022-2024.12 18.12 19.12 20 2022 GIS.12 21 2023 GIS.12 22.13 23.13 24 2021.13 25 2023.13 1ZCXxOsPpMrQoQpMrMoRrQ9PcMaQpNoOsQqMjMmMmReRnOrRaQrRuMMYnRxONZqNmM 3 26 2021.13 27 2023.13 28.14 29.14 30.14 1.5 2.6 3.8 4 9.9 5.10 6.10 7.15 4 1/330kV750kV 1000kV 800kV 2021 97.05GW 2022 455GW 200GW 150GW 255GW 165GW 2022 10 190GW 1 2 3 2023 4 2023 0123456 1000kV 1100kV 500kV 500kV 9IJ5PqMsesTnxyzbEVJPrJKvZxvDHl7CnYBIQwX/6MOGvZqLo595xQpA6FVmYmVF 5 5 2023 kWh 6 2023/kWh 7 kW 8 1 GW 2023 2021 2023 11 45GW 97.05 50%2025 2021 12 2022 4 165GW 200 75%2030 255 65%/2022 10 190 50%2 24 14 38/3800 3.4 kW 2023 4 4 5 3 2024 1000kV 800kV 1 11 3 15 4 1 0100020003000400050006000700080009000-250%-200%-150%-100%-50%0%50%100%150%200%250%-3000-2000-10000100020003000 050001000015000200002500030000350004000020102011201220132014201520162017201820192020202120222023 40%50%60%70%80%90%100%6 2024-2025 4+4 4 4 2 800kV 1137km 2019/1 2020/2 2022/4 800kV 1711km 2019/8 2019/9 2021/6 800kV 2100km 2020/11 2020/12 2022/7 800kV 2140km 2021/7 2021/10 2022/12 800kV 1901km 2023/5 2023/6 2025 800kV 927km 2023/2 2023/3 2025/6 800kV 1634km 2023/5 2023/6 2025 800kV 2290km 2023/7 2023/8 2025 800kV 1070km 2024/2/800kV 703km/800kV 765km/800kV 2370km/800kV 595km/1000kV 341km 2 2020/12 2021/2 2021/12 1000kV 238km 2 2020/12 2021/3 2022/12 1000 286km 340km 2 2021/4 2021/6 2022/10 1000kV 281km 2/2022/3 2023/11 1000kV 238km 2 2022/1 2022/3 2023/12 1000kV 463km 2 2022/6 2022/9 2024 1000kV 658km 2/2022/9 2025 1000kV 140km 2 2022/9 2023/7 2024 1000kV 372km 2 2024/1/1000kV/7 9 2014-2023 10 2014-2023 11 12 02468102014 2015 2016 2017 2018 2019 2020 2021 2022 2023 012345672014 2015 2016 2017 2018 2019 2020 2021 2022 2023 01000200030004000 8 1 2009 1 20/2024 1 1000 3 40%-60%13 华东特高压交流环网华北特高压交流环网川渝特高压交流环网华中“日”字形特高压交流环网/9 2 10GW 200GW 8/9 2024 5 7 4 9-2024 14 鲁固直流 1100kV 800kV/800kV 10 3 0 800 2024 1 800 5 LCC VSC IGBT CNKI 15 16 6 MW 2011 30 20 8.6 2013 160 200 20.6 11.5 2014 200 400 141 2015 320 1000 10.7 2016 350 1000 11 MW 2019 420 4*1250 2020 500 9000 666 2020 800 8000 1452 2021 400 1100 99+9 2022 300 4*1500-2022 800 8000 2080-2023 800 8000 12 2022 2023 408.3 GIS 1000kV GIS 1000kV GIS 17 2022-2024 18 19 20 2022 GIS 21 2023 GIS 02040608010012014016043%35%22%48%18%14%4%3%13%1000kVGIS 1000kV 35%33%19%13%33.6%28.3%25.7%12.4%13/GIS 2023 2023 50%20%22 23 24 2021 25 2023 26 2021 27 2023 47%29%25%41%26%6%5%3%3%2%14%GIS 39.8%29.2%15.3%15.6%25.4%22.5%21.8%30.3%58.9%21.5%19.6%49.6%19.5%19.3%11.6%14 3 28 29 30-65%12%1%1%21%58%23%7%7%4%1%35%21%20%10%9%5%ABB 15 7 24EPS 25EPS 24PE 25PE PB 29.9 1.2 1.5 25 20 2.8 14.8 0.9 1.1 17 13 2.0 23.0 1.1 1.3 21 18 3.9 7.0 0.3 0.3 28 21 1.6 71.5 2.8 3.4 26 21 5.1 17.7 0.9 1.0 20 17 3.8 14.9 1.7 1.8 9 8 1.2 27.2 7.1 4.7 17.0 14.4 2.5 7.5 0.5 0.6 15 12 2.2 7.9 2.2 Wind 20240528 5 26 2024-05-27 252024-05-15 24 2024-04-22 23 2024-04-22 2024 16 23 2024-03-04 222023-11-27 21 2022-06-16 20 2022-05-26 192022-02-09 182021-12-15 172021-11-26 16 2021-11-18 2021-09-09 17 6-12 A 300 500 20%5-20%5%5%
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