盛剑环境 |
国投电力
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【兴证公用 CY】2023Q2公用环保板块重点个股盈利前瞻汇总 | ||||||||||||||||||||||||||||||||||||||
2023/7/1 | ||||||||||||||||||||||||||||||||||||||
代码 | 股票名称 | 中信一级行业 | 细分板块 | 最新PE | 最新总市值(亿元) | 单季度净利润(亿元) | 累计净利润(亿元) | 累计净利润增速 | 单季度净利润增速 | |||||||||||||||||||||||||||||
(6月年化) | 2021Q1 | 2021Q2 | 2021Q3 | 2021Q4 | 2022Q1 | 2022Q2 | 2022Q3 | 2022Q4 | 2023Q1 | 2023Q2 (研究员预期) | 2023Jun (研究员预期) | 2021Q1 | 2021Q2 | 2021Q3 | 2021Q4 | 2022Q1 | 2022Q2 | 2022Q3 | 2022Q4 | 2023Q1 | 2023H1 (研究员预期) | 2022Q1 | 2022Q2 | 2022Q3 | 2022Q4 | 2023Q1 | 2023Q2 | 2022Q1 | 2022Q2 | 2022Q3 | 2022Q4 | 2023Q1 | 2023Q2 | |||||
600027.SH | 华电国际 | 电力及公用事业 | 火电 | 4.8 | 684.2 | 11.99 | 21.18 | -16.94 | -65.88 | 6.17 | 10.28 | 6.80 | -22.25 | 11.34 | 22.00 | 12.00 | 11.99 | 33.17 | 16.23 | -49.65 | 6.17 | 16.45 | 23.25 | 1.00 | 11.34 | 33.34 | -48.6% | -50.4% | 43.3% | 102.0% | 83.9% | 102.7% | -48.6% | -51.4% | 140.2% | 66.2% | 83.9% | 113.9% |
600011.SH | 华能国际 | 电力及公用事业 | 火电 | 6.7 | 1453.6 | 31.27 | 11.55 | -34.99 | -110.47 | -9.56 | -20.52 | -9.34 | -34.45 | 22.50 | 32.00 | 18.00 | 31.27 | 42.82 | 7.83 | -102.64 | -9.56 | -30.09 | -39.42 | -73.87 | 22.50 | 54.50 | -130.6% | -170.3% | -603.6% | 28.0% | 335.3% | 281.2% | -130.6% | -277.6% | 73.3% | 68.8% | 335.3% | 255.9% |
600795.SH | 国电电力 | 电力及公用事业 | 火电 | 6.3 | 683.1 | 16.88 | 6.93 | -5.16 | -37.11 | 10.56 | 12.79 | 27.39 | -22.48 | 9.64 | 25.00 | 9.00 | 16.88 | 23.81 | 18.65 | -18.45 | 10.56 | 23.34 | 50.73 | 28.25 | 9.64 | 34.64 | -37.5% | -2.0% | 172.0% | 253.1% | -8.6% | 48.4% | -37.5% | 84.5% | 631.3% | 39.4% | -8.6% | 95.5% |
600023.SH | 浙能电力 | 电力及公用事业 | 火电 | 5.7 | 679.8 | 10.53 | 14.23 | -2.15 | -31.16 | 6.27 | -2.29 | 0.59 | -22.80 | 10.11 | 20.50 | 10.00 | 10.53 | 24.76 | 22.61 | -8.55 | 6.27 | 3.98 | 4.57 | -18.22 | 10.11 | 30.61 | -40.5% | -83.9% | -79.8% | -113.1% | 61.2% | 668.5% | -40.5% | -116.1% | 127.4% | 26.8% | 61.2% | 996.5% |
601991.SH | 大唐发电 | 电力及公用事业 | 火电 | 5.1 | 612.6 | 8.09 | 8.28 | -16.23 | -92.77 | -4.09 | 18.09 | -6.36 | -11.74 | 1.37 | 20.00 | 10.00 | 8.09 | 16.36 | 0.13 | -92.64 | -4.09 | 14.00 | 7.64 | -4.10 | 1.37 | 21.37 | -150.6% | -14.5% | 5579.5% | 95.6% | 133.5% | 52.7% | -150.6% | 118.5% | 60.8% | 87.3% | 133.5% | 10.6% |
000539.SZ | 粤电力A | 电力及公用事业 | 火电 | 5.3 | 383.3 | -0.49 | 1.58 | -3.30 | -29.27 | -4.50 | -9.26 | -3.44 | -12.84 | 0.88 | 7.00 | 6.00 | -0.49 | 1.09 | -2.21 | -31.48 | -4.50 | -13.76 | -17.20 | -30.04 | 0.88 | 7.88 | -810.3% | -1361.8% | -677.6% | 4.6% | 119.7% | 157.3% | -810.3% | -684.5% | -4.1% | 56.1% | 119.7% | 175.6% |
000690.SZ | 宝新能源 | 电力及公用事业 | 火电 | 5.1 | 152.7 | 0.91 | 5.71 | 1.59 | 0.04 | 0.04 | 0.05 | 1.81 | -0.07 | 0.26 | 4.00 | 2.50 | 0.91 | 6.62 | 8.21 | 8.24 | 0.04 | 0.09 | 1.90 | 1.83 | 0.26 | 4.26 | -95.9% | -98.6% | -76.8% | -77.8% | 585.5% | 4592.7% | -95.9% | -99.1% | 13.9% | -291.3% | 585.5% | 7416.5% |
000543.SZ | 皖能电力 | 电力及公用事业 | 火电 | 6.2 | 149.6 | 1.10 | -0.08 | -6.12 | -8.27 | 1.38 | 1.32 | 1.64 | -0.08 | 1.26 | 4.00 | 2.00 | 1.10 | 1.02 | -5.10 | -13.37 | 1.38 | 2.69 | 4.34 | 4.25 | 1.26 | 5.26 | 25.3% | 163.7% | 185.0% | 131.8% | -8.6% | 95.2% | 25.3% | 1813.0% | 126.8% | 99.0% | -8.6% | 203.4% |
000600.SZ | 建投能源 | 电力及公用事业 | 火电 | 7.7 | 138.5 | 3.00 | -1.59 | -8.81 | -14.70 | 0.70 | -1.29 | 3.44 | -1.82 | -1.41 | 1.50 | 1.50 | 3.00 | 1.41 | -7.40 | -22.10 | 0.70 | -0.59 | 2.85 | 1.03 | -1.41 | 0.09 | -76.8% | -142.0% | 138.6% | 104.7% | -302.6% | 115.2% | -76.8% | 18.9% | 139.1% | 87.6% | -302.6% | 216.5% |
600578.SH | 京能电力 | 电力及公用事业 | 火电 | 7.3 | 261.7 | 0.67 | -3.67 | -13.08 | -15.03 | 2.93 | 2.22 | 2.62 | 0.26 | 4.08 | 5.50 | 3.00 | 0.67 | -3.00 | -16.08 | -31.11 | 2.93 | 5.15 | 7.77 | 8.03 | 4.08 | 9.58 | 340.5% | 271.6% | 148.3% | 125.8% | 39.0% | 85.9% | 340.5% | 160.5% | 120.0% | 101.7% | 39.0% | 147.8% |
600863.SH | 内蒙华电 | 火电 | 3.8 | 270.9 | 1.41 | 3.00 | -2.37 | 2.47 | 4.96 | 6.70 | 3.92 | 2.04 | 8.61 | 13.00 | 6.00 | 1.41 | 4.42 | 2.05 | 4.52 | 4.96 | 11.66 | 15.58 | 17.62 | 8.61 | 21.61 | 251.1% | 164.0% | 660.9% | 289.6% | 73.6% | 85.3% | 251.1% | 123.1% | 265.5% | -17.7% | 73.6% | 94.0% | |
002608.SZ | 江苏国信 | 火电 | 7.2 | 286.0 | 4.83 | 9.09 | -2.09 | -15.27 | 3.60 | 4.52 | -2.02 | -5.42 | 2.56 | 6.00 | 3.30 | 4.83 | 13.93 | 11.84 | -3.43 | 3.60 | 8.12 | 6.10 | 0.68 | 2.56 | 8.56 | -25.4% | -41.7% | -48.5% | 119.9% | -29.1% | 5.3% | -25.4% | -50.3% | 3.0% | 64.5% | -29.1% | 32.7% | |
代码 | 股票名称 | 中信一级行业 | 细分板块 | 最新PE(TTM) | 最新总市值(亿元) | 单季度净利润(亿元) | 累计净利润(亿元) | 累计净利润增速 | 单季度净利润增速 | |||||||||||||||||||||||||||||
2021Q1 | 2021Q2 | 2021Q3 | 2021Q4 | 2022Q1 | 2022Q2 | 2022Q3 | 2022Q4 | 2023Q1 | 2023Q2 (研究员预期) | 2021Q1 | 2021Q2 | 2021Q3 | 2021Q4 | 2022Q1 | 2022Q2 | 2022Q3 | 2022Q4 | 2023Q1 | 2023Q2 (研究员预期) | 2022Q1 | 2022Q2 | 2022Q3 | 2022Q4 | 2023Q1 | 2023Q2 | 2022Q1 | 2022Q2 | 2022Q3 | 2022Q4 | 2023Q1 | 2023Q2 | |||||||
600905.SH | 三峡能源 | 电力及公用事业 | 绿电 | 21.9 | 1537.1 | 14.95 | 17.80 | 7.24 | 16.44 | 25.71 | 24.66 | 11.33 | 9.86 | 24.34 | 30.00 | 14.95 | 32.74 | 39.98 | 56.42 | 25.71 | 50.37 | 61.70 | 71.55 | 24.34 | 54.34 | 72.0% | 53.8% | 54.3% | 26.8% | -5.4% | 7.9% | 72.0% | 38.5% | 56.6% | -40.1% | -5.4% | 21.7% | |
600483.SH | 福能股份 | 电力及公用事业 | 绿电 | 9.1 | 225.8 | 5.50 | 3.99 | 0.93 | 2.26 | 6.44 | 5.12 | 4.53 | 9.84 | 5.32 | 6.00 | 5.50 | 9.49 | 10.42 | 12.68 | 6.44 | 11.56 | 16.09 | 25.93 | 5.32 | 11.32 | 16.9% | 21.8% | 54.4% | 104.5% | -17.3% | -2.0% | 16.9% | 28.4% | 388.9% | 334.8% | -17.3% | 17.2% | |
600163.SH | 中闽能源 | 电力及公用事业 | 绿电 | 14.9 | 106.2 | 1.73 | 1.42 | 0.75 | 2.66 | 2.90 | 1.29 | 0.32 | 2.78 | 2.73 | 1.50 | 1.73 | 3.15 | 3.90 | 6.56 | 2.90 | 4.19 | 4.51 | 7.29 | 2.73 | 4.23 | 67.3% | 32.7% | 15.6% | 11.1% | -5.7% | 1.1% | 67.3% | -9.5% | -56.8% | 4.5% | -5.7% | 16.7% | |
603105.SH | 芯能科技 | 电力及公用事业 | 绿电 | 40.0 | 84.5 | 0.10 | 0.50 | 0.35 | 0.15 | 0.11 | 0.70 | 0.81 | 0.31 | 0.30 | 1.30 | 0.10 | 0.60 | 0.95 | 1.10 | 0.11 | 0.80 | 1.61 | 1.92 | 0.30 | 1.60 | 4.5% | 33.5% | 68.7% | 74.1% | 180.1% | 99.5% | 4.5% | 39.5% | 128.8% | 109.0% | 180.1% | 87.0% | |
001289.SZ | 龙源电力 | 电力及公用事业 | 绿电 | 36.3 | 1885.9 | 24.92 | 20.40 | 3.82 | 14.90 | 22.54 | 20.79 | 10.20 | -2.41 | 23.35 | 23.00 | 24.92 | 45.32 | 49.14 | 64.04 | 22.54 | 43.33 | 53.53 | 51.12 | 23.35 | 46.35 | -9.5% | -4.4% | 8.9% | -20.2% | 3.6% | 7.0% | -9.5% | 1.9% | 166.8% | -116.2% | 3.6% | 10.6% | |
601985.SH | 中国核电 | 电力及公用事业 | 核电 | 14.6 | 1331.3 | 17.86 | 26.88 | 20.33 | 15.31 | 28.84 | 25.53 | 25.94 | 9.79 | 30.23 | 28.00 | 17.86 | 44.74 | 65.07 | 80.38 | 28.84 | 54.37 | 80.31 | 90.10 | 30.23 | 58.23 | 61.4% | 21.5% | 23.4% | 12.1% | 4.8% | 7.1% | 61.4% | -5.0% | 27.6% | -36.1% | 4.8% | 9.7% | |
603568.SH | 伟明环保 | 电力及公用事业 | 环保 | 17.5 | 296.7 | 3.68 | 4.10 | 4.20 | 3.39 | 4.59 | 4.43 | 3.45 | 4.06 | 5.03 | 4.87 | 3.68 | 7.77 | 11.97 | 15.35 | 4.59 | 9.02 | 12.47 | 16.53 | 5.03 | 9.91 | 24.9% | 16.0% | 4.2% | 7.7% | 9.6% | 9.8% | 24.9% | 8.0% | -17.8% | 20.0% | 9.6% | 10.1% | |
603324.SH | 盛剑环境 | 机械 | 环保 | 34.9 | 47.2 | 0.12 | 0.40 | 0.37 | 0.64 | 0.14 | 0.48 | 0.48 | 0.20 | 0.19 | 0.63 | 0.12 | 0.52 | 0.89 | 1.52 | 0.14 | 0.63 | 1.10 | 1.30 | 0.19 | 0.81 | 17.8% | 21.1% | 24.4% | -14.5% | 32.7% | 29.8% | 17.8% | 22.2% | 29.0% | -68.5% | 32.7% | 29.0% | |
600803.SH | 新奥股份 | 电力及公用事业 | 燃气 | 9.0 | 588.1 | 6.03 | 14.75 | 11.33 | 8.91 | 7.54 | 7.82 | 16.24 | 26.85 | 14.56 | 9.50 | 6.03 | 20.78 | 32.11 | 41.02 | 7.54 | 15.35 | 31.59 | 58.44 | 14.56 | 24.06 | 25.1% | -26.1% | -1.6% | 42.5% | 93.2% | 56.7% | 25.1% | -47.0% | 43.3% | 201.3% | 93.2% | 21.5% | |
605090.SH | 九丰能源 | 电力及公用事业 | 燃气 | 12.2 | 139.7 | 2.79 | 1.18 | 2.12 | 0.11 | 3.93 | 2.49 | 2.99 | 1.49 | 4.52 | 3.00 | 2.79 | 3.97 | 6.09 | 6.20 | 3.93 | 6.42 | 9.41 | 10.90 | 4.52 | 7.52 | 40.7% | 61.5% | 54.5% | 75.9% | 15.0% | 17.1% | 40.7% | 111.0% | 41.2% | 1293.9% | 15.0% | 20.6% | |
600900.SH | 长江电力 | 电力及公用事业 | 水电 | 24.8 | 5397.7 | 28.69 | 57.13 | 109.85 | 67.06 | 31.37 | 81.54 | 76.53 | 23.65 | 36.13 | 93.21 | 28.69 | 85.82 | 195.67 | 262.73 | 31.37 | 112.92 | 189.44 | 213.09 | 36.13 | 129.34 | 9.3% | 31.6% | -3.2% | -18.9% | 15.2% | 14.5% | 9.3% | 42.7% | -30.3% | -64.7% | 15.2% | 14.3% | |
600886.SH | 国投电力 | 电力及公用事业 | 水电 | 20.3 | 943.0 | 12.19 | 11.17 | 11.24 | -10.24 | 10.38 | 13.10 | 17.78 | -0.47 | 16.14 | 17.50 | 12.19 | 23.37 | 34.61 | 24.37 | 10.38 | 23.48 | 41.26 | 40.79 | 16.14 | 33.64 | -14.9% | 0.5% | 19.2% | 67.4% | 55.5% | 43.3% | -14.9% | 17.3% | 58.2% | 95.4% | 55.5% | 33.5% | |
600025.SH | 华能水电 | 电力及公用事业 | 水电 | 18.7 | 1283.4 | 6.01 | 20.93 | 21.68 | 9.76 | 7.42 | 31.00 | 21.22 | 8.37 | 8.03 | 22.00 | 6.01 | 26.94 | 48.62 | 58.38 | 7.42 | 38.42 | 59.64 | 68.01 | 8.03 | 30.03 | 23.4% | 42.6% | 22.7% | 16.5% | 8.3% | -21.8% | 23.4% | 48.2% | -2.1% | -14.2% | 8.3% | -29.0% | |
600674.SH | 川投能源 | 电力及公用事业 | 水电 | 16.4 | 671.3 | 6.46 | 6.64 | 14.69 | 3.08 | 5.58 | 10.02 | 13.59 | 5.96 | 11.36 | 12.00 | 6.46 | 13.11 | 27.80 | 30.87 | 5.58 | 15.60 | 29.19 | 35.15 | 11.36 | 23.36 | -13.7% | 19.0% | 5.0% | 13.9% | 103.6% | 49.7% | -13.7% | 50.8% | -7.5% | 93.7% | 103.6% | 19.7% |