市盈率

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山推股份:2025年上半年净利润同比增长8.78% 拟10派0.35元
Sou Hu Cai Jing· 2025-08-23 03:50
| 项目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | | | 调整前 | | | 营业收入(元) | 7, 003, 573, 272. 33 | 6, 508, 010, 963. 75 | 6, 7 | | 归属于上市公司股东的净 | 568, 285, 466. 94 | 418, 469, 400. 40 | רב | | 利润(元) | | | | | 归属于上市公司股东的扣除非 | 558, 804, 448. 92 | 409, 445, 968. 39 | 4 | | 经常性损益的净利润(元) | | | | | 经营活动产生的现金流量 | 229, 724, 884. 85 | 230, 330, 922, 98 | 2 | | 净额(元) | | | | | 基本每股收益(元/股) | 0. 3788 | 0. 2788 | | | 稀释每股收益(元/股) | 0. 3788 | 0. 2788 | | | 加权平均净资产收益率(%) | 10. 28 | 7.23 | | | 项目 | 本报告期末 | | 上年度末 | | | | 调整前 ...
金风科技:2025年上半年净利润14.88亿元 同比增长7.26%
Sou Hu Cai Jing· 2025-08-23 03:22
| | 本报告期 | 上年同期 | | --- | --- | --- | | 营业收入(元) | 28,537,097,264.35 | 20,202,142,527.50 | | 归属于上市公司股东的净利 | 1,487,542,447.03 | 1,386,844,101.23 | | 润(元) | | | | 归属于上市公司股东的扣除 非经常性损益的净利润 | 1,367,914,509.93 | 1.373.435.816.59 | | (元) | | | | 经营活动产生的现金流量净 | -2.949.384.794.81 | -8.150.780.678.61 | | 额(元) | | | | 基本每股收益(元/股) | 0.3421 | 0.3187 | | 稀释每股收益(元/股) | 0.3421 | 0.3187 | | 加权平均净资产收益率 | 3.85% | 3.73% | | | 本报告期末 | 上年度末 | | 总资产(元) | 161,553,273,565.94 | 155,224,285,481.93 | | 归属于上市公司股东的净资 | 39,769,742,256.87 ...
通策医疗:2025年上半年净利润3.21亿元 同比增长3.67%
Sou Hu Cai Jing· 2025-08-23 03:22
| 主要会计数据 | 本报告期 | 上年同期 | | | --- | --- | --- | --- | | | (1-6月) | 调整后 | 调整前 | | 营业收入 | 1. 448. 440. 275. 71 | 1. 410. 579. 723. 34 | 1, 410, 579, 7 | | 利润总额 | 419. 921. 531. 84 | 406. 937. 984. 62 | 406. 969. 8 | | 归属于上市公司股 东的净利润 | 321. 157. 553. 42 | 309. 780. 090. 37 | 309.811.9 | | 归属于上市公司股 东的扣除非经常性 | 317. 346. 600. 28 | 305. 586. 715. 34 | 305. 618. 6 | | 损益的净利润 | | | | | 经营活动产生的现 金流量净额 | 355. 809. 706. 73 | 324. 301. 750. 86 | 324.079.2' | | | 本报告期末 | 上年度末 | | | | | 调整后 | 调整前 | | 归属于上市公司股 | 4. 150. 453 ...
科兴制药:2025年上半年净利润8034.45万元 同比增长576.45%
Sou Hu Cai Jing· 2025-08-22 16:17
| 主要会计数据 | 本报告期 (1-6月) | 上年同期 | | --- | --- | --- | | 营业收入 | 700.464.766.25 | 759.894.679.84 | | 利润总额 | 84.128.950.20 | 41.979.606.35 | | 归属于上市公司股东的净利润 | 80.344.468.24 | 11,877,328.48 | | 归属于上市公司股东的扣除非经常性 损益的净利润 | 45,279,121.97 | 21.530.307.28 | | 经营活动产生的现金流量净额 | 29,798,082.73 | -34,029,158.20 | | | 本报告期末 | 上年度末 | | 归属于上市公司股东的净资产 | 1.682.157,277.01 | 1.634.908.540.58 | 以8月22日收盘价计算,科兴制药目前市盈率(TTM)约为89.61倍,市净率(LF)约5.32倍,市销率(TTM)约6.65倍。 市盈率(TTM)历史分位(%) 100 ହି 90 80 73d69 70 60 50 40 30 20 10 0 2022-0 2n- 报告期内,公 ...
4连板世茂能源:市盈率、市净率明显高于行业平均水平
Mei Ri Jing Ji Xin Wen· 2025-08-22 10:37
每经AI快讯,8月22日,世茂能源(605028.SH)发布风险提示公告,根据中证指数有限公司网站发布的数 据,截至2025年8月22日,公司所属中上协行业分类"D44电力、热力生产和供应业"最新市盈率18.38, 市净率1.6,公司最新市盈率27.53,市净率3.6,公司市盈率、市净率明显高于行业平均水平。 ...
世茂能源:公司股票短期涨幅较大基本面无重大变化
Xin Lang Cai Jing· 2025-08-22 10:28
世茂能源公告,公司股票于2025年8月19日、8月20日、8月21日连续3个交易日内日收盘价格涨幅偏离值 累计达到20%。8月22日,公司当日股票价格以涨停价收盘,公司股票价格连续4个交易日累计涨幅约 46.43%。公司提醒广大投资者注意投资风险,理性投资。同时,公司2025年第一季度实现营业收入 7727.25万元,同比下降16.14%;扣非后净利润2185.46万元,同比下降35.66%。此外,公司最新市盈率 27.53,市净率3.6,明显高于行业平均水平。 ...
市场多虑了!小摩:英特尔(INTC.US)代工“竞争假象”实为台积电(TSM.US)利好
Zhi Tong Cai Jing· 2025-08-22 08:25
智通财经APP获悉,最近有关英特尔(INTC.US)代工厂复兴的传闻对台积电(TSM.US)造成了负面影响, 投资者担忧代工厂竞争将加剧。但摩根大通认为,英特尔代工的"竞争假象"实际上对台积电更有利。该 行予台积电"增持"评级,目标价为1275新台币。 过去两周,英特尔迎来重大进展。据报道,美国政府有意入股该公司,软银也投资了20亿美元,同时有 消息称关键客户可能会参与英特尔晶圆厂的救援行动。美国商务部长霍华德·卢特尼克还表示,美国不 能完全依赖台积电来满足其所有先进芯片供应需求,并希望未来有更多的产能重新转移到美国。市场初 步认为,这些事件对台积电的影响较为负面,但摩根大通却持不同观点。 摩根大通表示,"有选择"的假象比绝对的主导地位更有利于提升台积电的市盈率倍数。2020年下半年, 台积电市盈率达到了25至30倍,当时人们预期英特尔会大规模将业务外包给台积电。除了最初的兴奋阶 段之外,有关台积电可能成为领先代工领域的垄断者的说法并未显著提高该公司的市盈率。 摩根大通认为,潜在的垄断地位只会加剧监管压力,并凸显地缘政治风险,通常会促使市盈率向下调 整。在领先代工领域拥有一个较弱的竞争对手,从而为客户提供选择 ...
市场分析:酿酒半导体领涨,A股震荡上行
Zhongyuan Securities· 2025-08-20 11:00
Market Overview - On August 20, the A-share market opened lower but experienced a slight upward trend, with the Shanghai Composite Index facing resistance around 3739 points[2] - The Shanghai Composite Index closed at 3766.21 points, up 1.04%, while the Shenzhen Component Index rose 0.89% to 11926.74 points[7] - Total trading volume for both markets was 24,489 billion yuan, slightly lower than the previous trading day[3] Sector Performance - Semiconductor, liquor, banking, and optical electronics sectors performed well, while power equipment, pharmaceuticals, shipbuilding, and diversified financial sectors lagged[3] - Over 70% of stocks in the two markets rose, with notable gains in chemical fiber, liquor, and semiconductor industries[7] Valuation Metrics - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are 15.25 times and 45.20 times, respectively, indicating a mid-level valuation compared to the past three years[3] - The overall profit growth forecast for A-share listed companies is expected to turn positive in 2025, ending a four-year decline, particularly in the technology innovation sector[3] Investment Strategy - The market is expected to maintain a steady upward trend in the short term, with a focus on semiconductor, liquor, communication equipment, and computer equipment sectors for investment opportunities[3] - Key drivers for the market include the transfer of household savings to capital markets, policy support, and a recovery in the profit cycle[3] Risk Factors - Potential risks include unexpected overseas economic downturns, domestic policy and economic recovery delays, and international relations affecting the economic environment[4]
中海油服收盘上涨1.08%,滚动市盈率19.85倍,总市值672.79亿元
Sou Hu Cai Jing· 2025-08-20 10:53
Group 1 - The core viewpoint of the articles highlights that CNOOC Services has a current stock price of 14.1 yuan, with a PE ratio of 19.85, marking a 16-day low, and a total market capitalization of 67.279 billion yuan [1][2] - The average industry PE ratio for the extraction sector is 30.36, with a median of 39.86, placing CNOOC Services in 11th position among its peers [1][2] - As of the first quarter of 2025, 11 institutions hold shares in CNOOC Services, with a total of 23.9249 million shares valued at 329 million yuan [1] Group 2 - CNOOC Services specializes in oil and gas exploration, development, and production, offering services such as drilling, oilfield technical services, vessel services, geophysical data collection, and engineering surveying [1] - The latest financial results for the first quarter of 2025 show that the company achieved a revenue of 10.798 billion yuan, a year-on-year increase of 6.40%, and a net profit of 888 million yuan, reflecting a year-on-year growth of 39.60%, with a gross profit margin of 17.64% [1]
沪深300指数仍有上行空间
Qi Huo Ri Bao· 2025-08-19 22:37
Group 1 - A-shares have accelerated upward, with the Shanghai Composite Index breaking the high of 3731.69 points from February 2021, reaching 3741.29 points, marking a new high since August 2015 [1] - Since the beginning of 2025, global stock markets have shown strong performance, with the Korean Composite Index rising by 32.4%, the Hang Seng Index by 25.6%, and the German DAX by 22.1% [1] - The current low-risk interest rate environment, with the 10-year government bond yield between 1.65% and 1.80%, has driven A-share market performance, supported by dividend advantages and policy-driven capital inflows [1] Group 2 - The dynamic price-to-earnings (P/E) ratios for the CSI 300 Index and the SSE 50 Index are currently 13.5 times and 11.6 times, respectively, which are at the 75% to 85% historical percentile levels [2] - Compared to major overseas indices, A-share core indices have relatively low absolute P/E ratios, with the S&P 500 at 28.6 times and the FTSE 100 at 20 times [2] - The ChiNext Index and the STAR 50 Index have P/E ratios of 37.1 times and 149.5 times, respectively, indicating that domestic technology and growth sectors do not have a significant valuation advantage compared to overseas counterparts [2] Group 3 - The risk premium for the CSI 300 Index is currently at 5.6%, which is at a high historical percentile of 64.7%, indicating a favorable investment return compared to government bonds [3] - The dividend yield for the CSI 300 Index is 2.69%, which is at the 68.1% historical percentile, suggesting attractive dividend returns for core A-share assets [3] - Historical trends show that a declining dividend yield often accompanies a strengthening market, and the current yield remains significantly higher than the 10-year government bond yield [4] Group 4 - The current low interest rate environment enhances the attractiveness of A-shares for institutional investors seeking stable returns, with potential for significant upward movement in the CSI 300 Index if valuations align with overseas markets [4] - If the dividend yield of the CSI 300 Index approaches the current risk-free rate of around 1.75%, it could correspond to an index level of 6500 points, indicating substantial upside potential [4] - The analysis suggests that the current A-share market rally is primarily driven by valuation, with strong dividend appeal and policy support for capital inflows [4]