天眼查商业履历信息显示，拉普拉斯新能源科技股份有限公司，成立于2016年，位于深圳市，是一家以 从事电气机械和器材制造业为主的企业。企业注册资本40532.6189万人民币，实缴资本1518.159万人民 币。公司法定代表人为林佳继。 通过天眼查大数据分析，拉普拉斯新能源科技股份有限公司共对外投资了10家企业，参与招投标项目59 次，知识产权方面有商标信息122条，专利信息664条，此外企业还拥有行政许可53个。 来源：金融界 8月4日，沪深两融数据显示，拉普拉斯上周累计获融资净买入额1505.12万元，居两市第480位，上周融 资买入额7815.16万元，偿还额6310.04万元。 拉普拉斯所属概念板块包括：光伏设备、广东板块、专精特新、融资融券、预盈预增、注册制次新股、 半导体概念、太阳能、次新股。 资金流方面，拉普拉斯近5日主力资金流出43.90万元，区间跌幅0.08%；近10日主力资金流出1991.91万 元，区间跌幅2.24%。 ...

Group 1 - The core viewpoint of the articles highlights the performance and market position of Laplace, a company in the photovoltaic equipment industry, which has shown significant growth in revenue and profit [1][2] - As of August 1, Laplace's stock closed at 46.91 yuan, reflecting a 5.11% increase, with a rolling price-to-earnings (PE) ratio of 23.57 times and a total market capitalization of 19.014 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 30.24 times, with a median of 27.75 times, positioning Laplace at 55th in the industry ranking [1][2] Group 2 - As of March 31, 2025, Laplace had 11,862 shareholders, a decrease of 145 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares per shareholder [1] - The main business of Laplace involves the research, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing [1] - The latest quarterly report for Q1 2025 shows that Laplace achieved an operating revenue of 1.451 billion yuan, a year-on-year increase of 36.48%, and a net profit of 252 million yuan, up 44.36%, with a gross profit margin of 32.41% [1]

天眼查商业履历信息显示，拉普拉斯新能源科技股份有限公司，成立于2016年，位于深圳市，是一家以 从事电气机械和器材制造业为主的企业。企业注册资本40532.6189万人民币，实缴资本1518.159万人民 币。公司法定代表人为林佳继。 通过天眼查大数据分析，拉普拉斯新能源科技股份有限公司共对外投资了10家企业，参与招投标项目59 次，知识产权方面有商标信息122条，专利信息664条，此外企业还拥有行政许可53个。 金融界消息 截至2025年8月1日收盘，拉普拉斯（688726）报收于46.91元，上涨5.11%，换手率 13.43%，成交量4.88万手，成交金额2.29亿元。 资金流向方面，今日主力资金净流入2711.40万元，占比成交额11.84%。其中，超大单净流入522.99万 元、占成交额2.28%，大单净流入2188.42万元、占成交额9.56%，中单净流出流出1134.55万元、占成交 额4.96%，小单净流出1576.85万元、占成交额6.89%。 拉普拉斯最新一期业绩显示，截至2025一季报，公司营业总收入14.51亿元、同比增长36.48%，归属净 利润2.52亿元，同比增长44.36%，扣 ...

截至8月1日收盘，TOPCON电池概念上涨1.53%，位居概念板块涨幅第7，板块内，61股上涨，捷佳伟 创20%涨停，奥特维、琏升科技、杰普特等涨幅居前，分别上涨5.76%、5.74%、5.22%。跌幅居前的有 蓝思科技、大族激光、罗博特科等，分别下跌1.89%、1.52%、1.40%。 | 688599 | 天合光 | 0.64 | 1.07 | 2667.89 | 7.27 | | --- | --- | --- | --- | --- | --- | | | 能 | | | | | | 688726 | 拉普拉 | 5.1 1 | 13.43 | 2493.24 | 10.89 | | | 斯 | | | | | | 688516 | 奥特维 | 5.76 | 4.85 | 2390.03 | 4.82 | | 300776 | 帝尔激 | 4.69 | 6.55 | 2340.05 | 3.29 | | | 光 | | | | | | 688503 | 聚和材 料 | 2.74 | 3.91 | 2198.04 | 6.35 | | 600348 | 华阳股 份 | 0.15 | 0.59 | 215 ...

Group 1 - The core viewpoint of the article highlights the performance and market position of Laplace, a company in the photovoltaic equipment industry, noting its current stock price, market capitalization, and earnings metrics [1][2] - As of July 31, Laplace's closing stock price was 44.63 yuan, down 2.51%, with a rolling price-to-earnings (PE) ratio of 22.42 times and a total market value of 18.09 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 29.84 times, with a median of 27.01 times, placing Laplace at the 54th position in the industry ranking [1][2] Group 2 - As of the first quarter of 2025, six institutions held shares in Laplace, all being funds, with a total holding of 95,100 shares valued at 0.04 billion yuan [1] - Laplace specializes in the research, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing [1] - The company achieved a revenue of 1.451 billion yuan in the first quarter of 2025, representing a year-on-year increase of 36.48%, and a net profit of 252 million yuan, up 44.36%, with a gross profit margin of 32.41% [1]

Investment Rating - The report assigns an "Overweight" rating for the solar energy industry, indicating a projected performance exceeding the Shanghai and Shenzhen 300 Index by more than 15% [2][12]. Core Insights - The announcement of the component bidding by Huadian on July 29 is expected to promote the application of new technologies, benefiting manufacturers with advanced product supply capabilities [4]. - The bidding includes a total procurement scale of 20GW, with a specific focus on high-efficiency N-type TOPCon and HJT components, which are anticipated to command a premium due to their performance requirements [5]. - The report highlights that only a few advanced products currently meet the stringent efficiency requirements set forth in the bidding, suggesting a potential for market consolidation around high-quality offerings [5]. - The new technology applications are expected to accelerate the industry's move away from price competition, aligning with recent policy directives aimed at enhancing product quality and phasing out outdated capacities [5]. Summary by Sections Bidding Announcement - Huadian Group's procurement announcement includes two segments, with Segment Two requiring a conversion efficiency of at least 23.8% for N-type TOPCon, HJT, and BC products, with a total scale of 2GW [5]. Industry Trends - Recent policy signals indicate a recovery in the supply chain pricing and a push for renewable energy consumption responsibilities, which are expected to positively impact the solar industry [5]. Recommended Stocks - The report recommends focusing on companies with advanced product supply capabilities, including Longi Green Energy, Aiko Solar, JinkoSolar, Tongwei, JA Solar, Trina Solar, Dier Laser, and Laplace [5][6].

作者：智投君 融券方面，当日融券卖出0.00万股，净卖出0.00万股。 本文源自：金融界 7月30日，沪深两融数据显示，拉普拉斯获融资买入额0.12亿元，居两市第1220位，当日融资偿还额0.11 亿元，净买入130.61万元。 最近三个交易日，28日-30日，拉普拉斯分别获融资买入0.15亿元、0.11亿元、0.12亿元。 ...

Group 1 - The core viewpoint of the article highlights the performance and market position of Laplace New Energy Technology Co., Ltd. in the photovoltaic equipment industry, noting its recent stock price decline and financial results [1] - As of July 30, the closing stock price of Laplace was 45.78 yuan, down 1.86%, with a rolling price-to-earnings (PE) ratio of 23.00 times and a total market capitalization of 18.556 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 30.79 times, with a median of 28.02 times, placing Laplace at the 55th position in industry rankings [1] Group 2 - As of the first quarter of 2025, six institutions held shares in Laplace, all being funds, with a total holding of 95,100 shares valued at 0.04 billion yuan [1] - The main business of the company involves the research, production, and sales of high-performance thermal processing, coating, and supporting automation equipment required for photovoltaic cell manufacturing [1] - The latest financial results for the first quarter of 2025 show that the company achieved an operating income of 1.451 billion yuan, a year-on-year increase of 36.48%, and a net profit of 252 million yuan, a year-on-year increase of 44.36%, with a gross profit margin of 32.41% [1]

Core Viewpoint - Laplace's stock closed at 46.65 yuan, down 1.02%, with a rolling PE ratio of 23.44 times and a total market value of 18.908 billion yuan [1] Company Summary - Laplace New Energy Technology Co., Ltd. specializes in the research, production, and sales of high-performance thermal processing, coating, and supporting automation equipment required for photovoltaic cell manufacturing [1] - The main products include boron diffusion, phosphorus diffusion, oxidation and annealing equipment, low-pressure chemical vapor deposition (LPCVD) equipment, plasma-enhanced chemical vapor deposition (PECVD) equipment, atomic layer deposition (ALD) equipment, and atomic layer edge passivation deposition (EPD) equipment [1] - The company was recognized as a national "Manufacturing Single Champion Enterprise" for its boron diffusion equipment during the reporting period [1] - For Q1 2025, the company reported revenue of 1.451 billion yuan, a year-on-year increase of 36.48%, and a net profit of 252 million yuan, a year-on-year increase of 44.36%, with a gross profit margin of 32.41% [1] Industry Summary - The average PE ratio for the photovoltaic equipment industry is 31.48 times, with a median of 28.62 times, placing Laplace at the 55th position in the industry ranking [1] - As of Q1 2025, there are 6 institutions holding shares in Laplace, all of which are funds, with a total holding of 95,100 shares valued at 0.04 million yuan [1][2]

拉普拉斯新能源科技股份有限公司的主营业务是光伏电池片制造所需高性能热制程、镀膜及配套自动化 设备等的研发、生产与销售。公司的主要产品是硼扩散、磷扩散、氧化及退火设备、低压化学气相沉积 （LPCVD）设备、等离子体增强化学气相沉积（PECVD）设备、原子层沉积（ALD）设备、原子层边 缘钝化沉积（EPD）设备。报告期内，公司凭借硼扩散设备荣获国家级"制造业单项冠军企业"认定。 7月28日，拉普拉斯今日收盘47.13元，上涨1.44%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到23.68倍，总市值191.03亿元。 从行业市盈率排名来看，公司所处的光伏设备行业市盈率平均30.83倍，行业中值28.78倍，拉普拉斯排 名第55位。 股东方面，截至2025年3月31日，拉普拉斯股东户数11862户，较上次减少145户，户均持股市值35.28万 元，户均持股数量2.76万股。 本文源自：金融界 作者：行情君 最新一期业绩显示，2025年一季报，公司实现营业收入14.51亿元，同比36.48%；净利润2.52亿元，同 比44.36%，销售毛利率32.41%。 序号股票简称PE(TTM)PE(静)市净率总 ...