{"F": {"ts_code": "US.LEA", "name": "李尔", "mkt": "US", "ccy": "美元", "sw1": "汽车零件", "sw2": "汽车零件", "sw3": "", "ind": "汽车零件", "fin_source": "futu", "market": "NYSE", "list_date": null, "is_fin": false, "roles": {"fin": false, "commodity": false, "precious": false, "regulated": false, "hard": true, "growth": false}, "province": null, "main_business": "", "introduction": "", "close": 134.68, "pe_ttm": 12.54, "pb": 1.282, "dv_ttm": 2.29, "total_mv": 664305.9215520001, "trade_date": "20260904", "years": ["最近年报"], "multi_year": false, "period": "最近年报", "gm_series": [6.5], "rev_series": [232.6], "np_series": [5.3], "roe_series": [9.2], "rev_ttm": 232.6, "np_ttm": 5.6, "ocf_ttm": 14.8, "fcf_ttm": null, "fcf_yield": null, "ocf_yield": 22.3, "gm_median": 6.5, "gm_std": null, "gm_stab": null, "gm_chg_2022": null, "npm_median": 2.3, "roe_median": 9.2, "commodity": false, "hard_ratio": 24.7, "fix_assets": 35.7, "hard_note": "PP&E 毛额 × 0.5 近似净额", "goodwill_ratio": null, "pb_calc": null, "capex_dep": null, "interest_debt": null, "debt_ebitda": null, "ebitda": 13.3, "debt_ratio": 65.0, "debt_mv": null, "payout": 29.0, "div_years": 1, "rev_cagr3": null, "np_cagr3": null, "rev_yoy": -0.2, "np_yoy": -10.9, "np_vol": null, "loss_years": 0, "far_share": 60.0, "earn_yield": 8.0, "consensus_n": 0, "fwd_pe": null, "fwd_pe2": null, "fwd_g1": null, "fwd_g2": null, "peg": null, "consensus_disp": null, "mainbz": [], "ret_prev_year": null, "ret_prev2_year": null, "ret_pivot": null, "prev_year": "", "prev2_year": "", "ret_ytd": 19.6, "ret_20": 10.3, "ret_60": -3.5, "ret_120": 17.3, "ret_250": 22.5, "mdd_250": null, "vol_250": null, "pos_52w": 90.3, "eps": 8.15}, "S": {"duration": 27, "pricing": 35, "hard": 40, "bondness": 37}, "label": "中性", "tags": [], "text": {"像什么": ["PE 12.5 倍、股息率 2.3%、毛利率最新年报 6.5%、固定资产占比 25%、资产负债率 65%:四轴都不突出。"], "为什么(不)算钱的替代品": "两条都不占:固定资产占比 25%,毛利率最新年报 6.5%。", "加息期怎么走": "按行业与估值常规看,没有明确的利率方向性。", "四问": [["当前 FCF 能覆盖多少市值?", "经营现金流/市值 22.3%(futu 无资本开支,FCF 按经营现金流 × 0.7 近似)。覆盖高。"], ["能否每年提价而不掉量?", "毛利率最新年报 6.5%。不能。"], ["资产重置成本随通胀涨吗?", "固定资产占总资产 25%。有一些。"], ["估值里多少来自 5 年后的故事?", "按 PE 12.5 倍 粗算,约 60%(1 − 5/PE)。中等。"]], "价格行为": "近一年 22%,现价在 52 周高点的 90%;近 20 / 60 / 120 日 10% / -4% / 17%。", "行业对照": ["同富途行业「汽车零件」56 家中位:PE 19.8 / 股息率 0.0% / 毛利率 21.9% / 固定资产占比 20% / 分红率 9%。", "李尔:PE 比行业中位低 7.3倍;股息率 比行业中位高 2.3个百分点;毛利率 比行业中位低 15.4个百分点;固定资产占比 比行业中位高 4.4个百分点。"]}}