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 PE ratio compared to industry averages [1][2] - As of July 23, Laplace's closing stock price was 45.6 yuan, with a PE ratio of 22.91 times and a total market value of 18.483 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 30.43 times, with a median of 27.07 times, placing Laplace at the 54th position within the industry [1][2] Group 2 - Laplace's main business involves the research, development, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing [1] - The company has received national recognition as a "single champion enterprise in manufacturing" for its boron diffusion equipment [1] - In the latest quarterly report for Q1 2025, 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, reflecting a year-on-year growth of 44.36%, with a gross profit margin of 32.41% [1]

Core Insights - Laplace's stock closed at 46.42 yuan, down 1.63%, with a rolling PE ratio of 23.32 times and a total market capitalization of 18.815 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 30.08 times, with a median of 27.36 times, placing Laplace at the 55th position in the industry ranking [1] - As of the first quarter of 2025, only one institution holds shares in Laplace, with a total of 31,400 shares valued at 0.01 million yuan [1] Company Overview - 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] Financial Performance - In the first quarter of 2025, Laplace achieved an operating income of 1.451 billion yuan, representing a year-on-year increase of 36.48% [1] - The net profit for the same period was 252 million yuan, reflecting a year-on-year growth of 44.36% [1] - The sales gross margin stood at 32.41% [1]

Group 1 - The core viewpoint of the articles highlights the performance and market position of Laplace in the photovoltaic equipment industry, noting its current stock price, market capitalization, and financial metrics [1][2] - As of July 11, Laplace's closing stock price was 46.51 yuan, with a decline of 1.46%, resulting in a rolling price-to-earnings (PE) ratio of 23.37 times and a total market value of 18.852 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 31.01 times, with a median of 28.57 times, placing Laplace at the 54th position in the industry ranking [1][2] Group 2 - As of the first quarter of 2025, 118 institutions held shares in Laplace, with a total of 769,400 shares valued at 34 million yuan [1] - Laplace's main business involves 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]

Group 1 - The BC battery concept sector rose by 4.13%, leading the market with 40 stocks increasing, including Dongcai Technology, Junda Co., and Tongwei Co., which hit the daily limit [1] - Notable gainers in the BC battery sector included Laplace, Trina Solar, and Chipone, with increases of 9.12%, 8.10%, and 7.91% respectively [1] - The sector saw a net inflow of 2.09 billion yuan, with 32 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow, led by Tongwei Co. with 636 million yuan [1] Group 2 - The top three stocks by net inflow ratio were Tongwei Co. at 22.69%, Junda Co. at 21.00%, and Longi Green Energy at 14.34% [2] - The trading volume for Tongwei Co. was 635.72 million yuan, with a daily increase of 10.00% and a turnover rate of 3.22% [2] - Other significant stocks included Longi Green Energy with a 6.46% increase and a turnover rate of 2.94%, and Junda Co. with a 10.00% increase and a turnover rate of 10.25% [2][3] Group 3 - The BC battery concept sector's performance was contrasted with other sectors, such as the shipbuilding sector which fell by 0.45% and the biomass power generation sector which saw minimal change [1] - Stocks like Guangxin Materials and Haitan Co. experienced declines of 2.39% and 0.58% respectively, indicating some volatility within the market [1][4] - The overall market sentiment was positive for the BC battery sector, reflecting strong investor interest and capital inflows [1]

科创50指数今日下跌0.66%，报收978.29点，科创板全日成交量24.01亿股，成交额814.68亿元，加权平 均换手率为1.35%。 证券时报·数据宝统计显示，今日可交易科创板股中，281只股收盘上涨，涨幅超过10%的有3只，涨幅 在5%至10%的有17只，收盘下跌的有292只，跌幅超10%的有2只。 科创板股换手率区间分布显示，换手率超过20%的有2只，换手率10%~20%的有10只，换手率5%~10% 的28只，换手率3%~5%的76只，换手率1%~3%的270只，换手率不足1%的有202只。 换手率最高的是金橙子，该股今日收盘上涨15.37%，全天换手率32.88%，成交额3.97亿元，其次是思看 科技，该股今日收盘上涨13.81%，全天换手率26.69%，成交额4.05亿元，换手率居前的还有拉普拉斯、 信宇人、有方科技等，换手率分别为15.28%、14.18%、12.70%。 市场表现看，换手率超5%的个股中，今日上涨的有28只，涨幅居前的有金橙子、南网科技、思看科技 等，分别上涨15.37%、14.72%、13.81%。跌幅居前的有科兴制药、有方科技、索辰科技等，分别下跌 14.19%、11. ...

Group 1 - The core viewpoint of the articles highlights the performance and market position of Laplace in the photovoltaic equipment industry, noting its current stock price, market capitalization, and financial metrics [1][2] - As of July 1, Laplace's closing stock price was 42.63 yuan, with a decline of 1.09%, resulting in a rolling price-to-earnings (PE) ratio of 21.42 times and a total market value of 17.279 billion yuan [1] - The average PE ratio for the photovoltaic equipment industry is 28.67 times, with a median of 26.28 times, placing Laplace at the 51st position within the industry [1] - By the first quarter of 2025, 118 institutions held shares in Laplace, with a total of 769,400 shares valued at 34 million 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’s 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] - In the latest performance report for the first quarter of 2025, 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, a year-on-year increase of 44.36%, with a gross profit margin of 32.41% [1] Group 2 - The PE ratio for Laplace is reported as 21.42 (TTM) and 23.69 (static), with a price-to-book ratio of 4.55 [2] - The total market capitalization of Laplace is 17.279 billion yuan, compared to the industry average market capitalization of 15.454 billion yuan [2] - The article provides a comparative analysis of other companies in the industry, with varying PE ratios and market capitalizations, indicating Laplace's relative position in the market [2]

Group 1 - The core viewpoint of the articles highlights the performance and market position of Laplace, a company in the photovoltaic equipment industry, with a current PE ratio of 20.97 and a total market value of 16.922 billion yuan [1][2] - As of March 31, 2025, Laplace has 11,862 shareholders, a decrease of 145 from the previous period, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company specializes in the research, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing, with key products including boron diffusion and phosphorus diffusion equipment [1] Group 2 - In the latest quarterly report for Q1 2025, Laplace achieved an operating revenue of 1.451 billion yuan, 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] - The average PE ratio for the photovoltaic equipment industry is 27.96, with a median of 25.85, positioning Laplace at 51st in the industry ranking [1][2] - The company was recognized as a national "single champion enterprise in manufacturing" for its boron diffusion equipment during the reporting period [1]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 0.38%, closing at 961.49 points, with a total trading volume of 2.548 billion shares and a turnover of 88.589 billion yuan, resulting in a weighted average turnover rate of 1.45% [1] - Among the tradable stocks on the STAR Market, 502 stocks closed higher, with 6 stocks rising over 10% and 31 stocks rising between 5% and 10%. Conversely, 84 stocks closed lower, with 1 stock declining over 10% [1] Turnover Rate Analysis - The distribution of turnover rates shows that 2 stocks had turnover rates exceeding 20%, 7 stocks had rates between 10% and 20%, 49 stocks had rates between 5% and 10%, 74 stocks had rates between 3% and 5%, 272 stocks had rates between 1% and 3%, and 184 stocks had rates below 1% [1] - The stock with the highest turnover rate was Jin Chengzi, which closed down by 3.50% with a turnover rate of 32.81% and a transaction amount of 345 million yuan. In contrast, Xinyu Ren closed up by 14.35% with a turnover rate of 29.19% and a transaction amount of 438 million yuan [1] Sector Performance - Among the stocks with a turnover rate exceeding 5%, the electronics sector had the most stocks, with 17 stocks listed. The power equipment and pharmaceutical sectors followed with 9 and 7 stocks, respectively [2] - The stocks with the highest net inflow of funds included Shijia Photon, Rongchang Biology, and Juguang Technology, with net inflows of 75.1878 million yuan, 33.8732 million yuan, and 33.8527 million yuan, respectively [2] Leverage Fund Movements - A total of 28 stocks with high turnover rates recently received net purchases from leveraged funds. The stocks with the largest increases in financing balances over the past five days included Ying Shi Innovation, Hui Chen Shares, and Shijia Photon, with increases of 71.9374 million yuan, 63.8392 million yuan, and 56.3227 million yuan, respectively [2] Notable Stocks - The top stocks by turnover rate on June 23 included Jin Chengzi, Xinyu Ren, and Qilin Xinan, with respective closing prices of 31.20 yuan, 31.39 yuan, and 45.90 yuan, and daily changes of -3.50%, +14.35%, and +13.50% [3][4]

Group 1 - The core viewpoint of the articles highlights the performance and market position of Laplace, a company in the photovoltaic equipment industry, with a current stock price of 40.12 yuan and a rolling PE ratio of 20.16 times, which is below the industry average of 27.89 times [1][2] - As of March 31, 2025, Laplace has 11,862 shareholders, a decrease of 145 from the previous period, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1] - The company specializes in the research, production, and sales of high-performance thermal processing, coating, and automation equipment required for photovoltaic cell manufacturing, with key products including boron diffusion and phosphorus diffusion equipment [1] Group 2 - In the latest quarterly report for Q1 2025, Laplace achieved a revenue of 1.451 billion yuan, 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] - The company has been recognized as a national "champion enterprise" in the manufacturing sector for its boron diffusion equipment [1] - The industry average PE ratio is 27.89, with Laplace ranking 51st among its peers, indicating a relatively lower valuation compared to the industry median of 26.29 [2]

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)市净率总市值(元)51拉普拉斯20.7022.904.39166.99亿行业平均 28.7630.122.64150.95亿行业中值26.7628.182.0972.34亿1航天机电-304.44-148.132.17105.42亿2固德 威-161.73-159.663.6298.68亿3拓日新能-138.42417.841.0945.08亿4协鑫集成-85.09191.896.13131.05亿5*ST 天龙-28.75-40.39-119.5211.03亿6明冠新材-28.03-41.021.0127.52亿7琏升科技-26.22-24.9812.5527.56亿8亚 玛顿-22.48-23.731.0030.08亿9国晟科技-21.96-20.532.6221.67亿10晶科能源-21.22528.941.75523.27亿11华 民股份-19.44-18.539.7755.14亿 本文源自：金融界 作者：行情君 6 ...