| 股票 | 标签 | 申万二级 | PE | 前瞻PE | PEG | PB | 股息率 | 分红率 | 毛利率 | 固定资产 | 债/EBITDA | FCF/市值 | 营收3年 | 去年 | YTD | 近一年 | 回撤 | 波动 | 市值亿 ▴ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 宏德股份 301163 | 重资产陷阱 | 风电设备 | 91.8 | — | — | 1.66 | 0.5% | 42% | 16% | 47% | 1.7 | -8.6% | +2% | +28% | -13% | -19% | -42% | 39% | 19 |
| 振宏股份 920200 | 中性 | 风电设备 | 19.9 | — | — | 2.23 | — | — | 18% | 18% | 1.7 | -7.9% | +17% | — | — | — | — | — | 27 |
| 和展能源 000809 | 重资产陷阱 | 风电设备 | — | — | — | 1.04 | — | — | 8% | 35% | 7.6 | -16.6% | +17% | +19% | -7% | +12% | -35% | 45% | 28 |
| 中环海陆 301040 | 重资产陷阱 | 风电设备 | — | — | — | 4.18 | — | — | 6% | 34% | 283.1 | -0.6% | -12% | +129% | +0% | -16% | -51% | 73% | 28 |
| 威力传动 300904 | 亏损或困境 | 风电设备 | — | — | — | 5.31 | — | 148% | 22% | 57% | 151.2 | -19.0% | +12% | +4% | -34% | -39% | -63% | 50% | 30 |
| 盘古智能 301456 | 中性 | 风电设备 | 36.8 | — | — | 1.56 | 0.9% | 38% | 44% | 15% | 0.2 | -1.9% | +23% | +41% | -26% | -13% | -45% | 42% | 35 |
| 双一科技 300690 | 中性 | 风电设备 | 20.1 | — | — | 2.34 | 1.6% | 40% | 26% | 22% | 0.3 | 0.8% | -1% | +49% | -28% | -35% | -53% | 51% | 39 |
| 广大特材 688186 | 重资产陷阱 | 风电设备 | 118.2 | 11.7 | 0.38 | 0.85 | — | 86% | 17% | 44% | 6.9 | -26.2% | +13% | +52% | -38% | -49% | -56% | 46% | 39 |
| 吉鑫科技 601218 | 中性 | 风电设备 | 25.2 | — | — | 1.43 | 1.0% | 32% | 19% | 29% | 1.0 | 8.4% | -7% | +56% | -10% | +3% | -51% | 53% | 44 |
| 天能重工 300569 | 重资产陷阱 | 风电设备 | 52.5 | — | — | 0.91 | 0.6% | 26% | 19% | 39% | 7.0 | 6.1% | -2% | +16% | -18% | -18% | -46% | 38% | 48 |
| 常友科技 301557 | 纯久期 | 风电设备 | 68.0 | — | — | 5.13 | 0.8% | 39% | 25% | 15% | 2.3 | -2.0% | +17% | — | -8% | +56% | -42% | 51% | 53 |
| 振江股份 603507 | 中性 | 风电设备 | 21.8 | 13.5 | 0.20 | 2.05 | 1.0% | 31% | 20% | 38% | 5.5 | -16.2% | +11% | +11% | +12% | +1% | -45% | 46% | 54 |
| 金雷股份 300443 | 中性 | 风电设备 | 22.1 | 11.3 | 0.51 | 0.93 | 1.1% | 26% | 30% | 40% | 0.0 | 1.0% | +11% | +43% | -34% | -34% | -44% | 42% | 60 |
| 运达股份 300772 | 亏损或困境 | 风电设备 | — | 10.5 | 0.10 | 1.14 | 0.6% | 9% | 14% | 18% | 36.1 | -72.8% | +19% | +45% | -51% | -45% | -57% | 48% | 73 |
| 恒润股份 603985 | 重资产陷阱 | 风电设备 | 70.1 | — | — | 2.36 | 0.3% | 32% | 9% | 42% | 2.9 | -3.2% | +27% | +31% | +17% | -4% | -51% | 52% | 78 |
| 海力风电 301155 | 中性 | 风电设备 | 167.0 | 16.6 | 0.20 | 1.43 | 0.4% | 20% | 14% | 26% | 9.0 | -2.5% | +42% | +52% | -54% | -51% | -63% | 52% | 81 |
| 锡华科技 603248 | 中性 | 风电设备 | 49.2 | — | — | 3.56 | 0.9% | 29% | 29% | 28% | 0.8 | -2.4% | +10% | — | -19% | — | -54% | 65% | 82 |
| 泰胜风能 300129 | 中性 | 风电设备 | 70.5 | 27.7 | 1.15 | 1.43 | 0.8% | 26% | 16% | 28% | 4.7 | -8.7% | +18% | +50% | -29% | -5% | -59% | 65% | 82 |
| 日月股份 603218 | 现金流红利 | 风电设备 | 22.0 | 16.8 | 0.60 | 0.90 | 4.1% | 115% | 17% | 24% | 0.6 | 9.5% | +9% | +14% | -28% | -30% | -45% | 34% | 95 |
| 飞沃科技 301232 | 纯久期 | 风电设备 | 854.6 | 92.9 | 1.18 | 7.47 | — | 83% | 17% | 18% | 9.0 | -2.8% | +24% | +582% | -18% | +249% | -50% | 96% | 104 |
| 通裕重工 300185 | 重资产陷阱 | 风电设备 | 132.6 | — | — | 1.53 | 0.3% | 50% | 16% | 44% | 4.8 | 6.4% | +4% | +11% | -5% | -13% | -39% | 44% | 109 |
| 新强联 300850 | 中性 | 风电设备 | 13.4 | 10.3 | 0.43 | 1.52 | 1.1% | 14% | 28% | 35% | 1.9 | -2.0% | +20% | +119% | -35% | -27% | -59% | 51% | 111 |
| 天顺风能 002531 | 重资产陷阱 | 风电设备 | — | 16.1 | 0.27 | 1.27 | — | 18% | 20% | 53% | 11.0 | -23.2% | -7% | -13% | -10% | -13% | -54% | 43% | 111 |
| 电气风电 688660 | 亏损或困境 | 风电设备 | — | — | — | 3.11 | — | — | 7% | 9% | — | -23.2% | +4% | +89% | -50% | -55% | -71% | 62% | 112 |
| 中船科技 600072 | 亏损或困境 | 风电设备 | — | — | — | 1.87 | — | 31% | 12% | 25% | — | -32.0% | +46% | -17% | -22% | -32% | -43% | 35% | 136 |
| 禾望电气 603063 | 中性 | 风电设备 | 32.3 | — | — | 2.63 | 0.4% | 12% | 36% | 18% | 2.0 | 5.0% | +14% | +67% | -6% | -13% | -57% | 61% | 144 |
| 德力佳 603092 | 中性 | 风电设备 | 19.7 | 16.4 | 0.82 | 2.93 | 1.5% | 27% | 25% | 18% | 0.3 | 0.8% | +20% | — | -33% | — | -47% | 45% | 167 |
| 三一重能 688349 | 中性 | 风电设备 | 27.8 | 12.1 | 0.22 | 1.46 | 2.2% | 40% | 17% | 14% | 3.8 | -28.7% | +30% | -17% | -33% | -42% | -48% | 38% | 205 |
| 明阳智能 601615 | 纯久期 | 风电设备 | 130.7 | 13.4 | 0.31 | 0.81 | 1.9% | 203% | 11% | 20% | 10.8 | -53.6% | +7% | +18% | -35% | -28% | -64% | 55% | 211 |
| 大金重工 002487 | 中性 | 风电设备 | 21.2 | 13.6 | 0.28 | 1.70 | 0.5% | 11% | 23% | 29% | 1.4 | -2.4% | +6% | +156% | -36% | +1% | -63% | 54% | 246 |
| 金风科技 002202 | 重资产陷阱 | 风电设备 | 23.5 | 16.4 | 0.61 | 1.88 | 1.1% | 33% | 17% | 31% | 4.5 | -5.0% | +16% | +102% | -13% | +53% | -52% | 66% | 739 |
点表头排序。市值单位亿元;去年/YTD 为前复权涨幅;债/EBITDA = 有息负债 ÷ EBITDA。