资源描述
|2024 07 31 2024/2024 73%44%35%22%7%7%18%5%2024 1-4 1595.1 65%2024 1-2 5966.4 16%2024 2024 6000 711 23EPS 24EPS 25EPS 24PE 25PE PB 24.05 0.9 1.1 1.3 22.4 19.2 4.1 64.32 2 2.8 3.4 23.4 18.7 4.6 29.92 1 1.2 1.5 25.1 20.0 2.8 19.62 0.6 0.9 1.1 23.0 17.8 2.6 7.06 0.2 0.3 0.3 28.2 21.3 1.7 17.02 0.8 0.9 1.0 19.3 16.4 3.2 13.23 2.1 1.7 1.8 8.0 7.5 1.1 22.72 0.4 0.6 0.9 37.6 24.3 5.9 13.91 1.2 1.4 1.7 10.2 8.1 1.9 40.68 2.0 2.5 3.0 16.5 13.6 2.9 28.22 1.4 1.6 2.0 17.2 14.1 3.6 11.01 0.4 0.5 0.6 21.2 17.2 3.2 6.1 0.5 0.6 0.7 10.5 9.0 0.8 12.56 0.6 2.1 7.19 0.3 0.5 0.6 14.4 11.2 2.0 4.74-0.1 17.0 wind%305 6.0 4073.9 5.8 3509.9 5.5%1m 6m 12m-3.1-13.0-33.1-1.0-15.6-18.0 1 10 2024-07-29 2 92024-07-25 3 2024 30 2024-07-15 S1090515050001 S1090524020002-50-40-30-20-10010Jul/23 Nov/23 Feb/24 Jun/24(%)电力设备及新能源 沪深300 31 2.3.7.8.8 1 2022 MVA.3 2 2022 MVA 110kV.3 3 2022.4 4 2022 110kV.4 5 2022.4 6 2022 110kV.4 7 2022.4 8 2022 110kV.4 9 2022.5 10 2022 110kV.5 11 2022.5 12 2022 110kV.5 13 2022.5 14 2022 110kV.5 15 2022.6 16 2022 110kV.6 17 2022.6 18 2022 110kV.6 19 2013.6 20.7 21.8 22.8 1 4 110kV.3 2.8 WUCXxOrMnOmNqOnOmRpQrQ9PcM8OsQnNpNrNjMoOxPiNqQrQ9PoOuNvPqRrNwMmPmP 3 2024 4 73%77.16MVA+73%2024 1-4+16%330kV 500kV 750kV+375%+74%+214%-31%+12%+39%2307/+7%2024 1-4+7%35 kV 66 kV 220kV+130%+147%+37%+9.5%+47%-7.8%220kV 2024 1-4 3574+17.6%2024 1-4+9.7%220 kV 500kV 71%152%+15%+41%223+5.2%2024 1-4+16.4%66 kV 500kV+43%+300%+43%+90%1 4 110kV 2024 4 2023 4 2024 3 MVA 77158 73%-12%44529 87852/2307 7%-25%2153 3096 345 35%-12%256 390 1618-7%-31%1746 2340 629 44%-34%438 957 13797 33%-46%10383 25578 4535 22%-36%3713 7122 3574 18%-37%3039 5657 223 5%-46%212 411 1 2022 MVA 2 2022 MVA 110kV 02000040000600008000010000012000022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 10kV 35kV 66kV 110kV220kV 330kV 500kV 750kV02000040000600008000022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 220kV 330kV 500kV 750kV 4 3 2022/4 2022/110kV 5 2022 6 2022 110kV 7 2022 8 2022 110kV 0100020003000400022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 35kV 66kV 110kV 220kV330kV 500kV 750kV020040060080010001200140022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 220kV 330kV 500kV 750kV010020030040050060022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 10kV 20kV 35kV 66kV 110kV 150kV220kV 330kV 400kV 500kV 750kV010203040506022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 220kV 330kV 400kV 500kV 750kV01000200030004000500022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 10kV 20kV 35kV 66kV 110kV220kV 330kV 500kV 750kV0200400600800100022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 220kV 330kV 500kV 750kVZIgEtlL3Iy+mQv5QfSm0TfC4iNkD3XJlIbfvIKRvuXJC7quYQY4FLqct9/g72d6M 5 9 2022 10 2022 110kV 11 2022 12 2022 110kV 13 2022 14 2022 110kV 0500100015002000250022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 10kV 20kV 35kV 50kV 66kV 110kV220kV 330kV 400kV 500kV 750kV05010015020025022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 220kV 330kV 400kV 500kV 750kV010000200003000040000500006000022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 6kV 10kV 20kV 35kV 66kV 110kV220kV 330kV 400kV 500kV 750kV0500010000150002000022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 220kV 330kV 400kV 500kV 750kV02000400060008000100001200022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 10kV 20kV 35kV 66kV 110kV220kV 330kV 500kV 750kV05001000150020002500300022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 220kV 330kV 500kV 750kV 6 15 2022 16 2022 110kV 17 2022 18 2022 110kV 19 2013 Wind 010020030040050060022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 35kv 66KV 110KV 220KV330KV 500KV 750KV02040608010022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 220KV 330KV 500KV 750KV020004000600080001000022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 10kv 20kv 35kv 66KV 110KV220KV 330KV 500KV 750KV01000200030004000500022 1 22 2 22 3 22 4 22 5 22 6 23 1 23 2 23 3 23 4 23 5 23 6 24 1 24 2 24 3 24 4 220KV 330KV 500KV 750KV-10%-5%0%5%10%15%20%25%30%01,0002,0003,0004,0005,0006,000 yoy 7 2024 1595.1 4182 64.7%67.1%1552.6 67.3%64.8%2024 1-2 5966.4 16.4%1 2 2024 2023 2024 0.2 2024 1174-70.1%2024 378.9 54.1%0.2 2.3 84.9%2024 42.21 61.3%2020 20%20%20 0500100015002000250030003500400045005000 8 2 2022 2023 2024 第二批 2 548.26 2983.6 2121.2 5653.06 1849.5 3920.7 5770.18 3827.0 1173.7 1 99.42 522.2 521.5 1143.12 500.5 769.9 1270.4 543.1 334.8 0.5 17.43 61.9 45.4 124.73 40.9 53.5 94.4 42.9 41.8 0.2 0.41 1.9 2.7 5.01 1.1 1.2 2.32 0.8 2.3 665.46 3569.6 2690.8 6925.9 2392.2 4745.3 7137.5 4414.8 1552.6 2-13%-16%-5%-38%85%2%107%-70%1 48%12%39%-4%48%11%9%-57%0.5 91%7%66%-34%18%-24%5%-22%0.2 280%23%86%-43%-54%-54%-29%85%-2%-11%4%-33%76%3%85%-67%21 22 2024 3020240715 29 20240701 28 20240618 27 20240529 5-40%-20%0%20%40%60%02000400060008000智能电表 数量（万只）智能电表 同比-40%-20%0%20%40%60%80%050100150200250300招标额（亿元）同比 9 26 2024-05-27 252024-05-15 24 2024-04-22 23 2024-04-22 2024 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 10 6-12 A 300 500 20%5-20%5%5%
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