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 储能行业景气度攀升 易事特迎来价值重估拐点
 Quan Jing Wang· 2025-11-03 08:46
11月3日,中信建投(601066)发布研报指出,储能市场呈现复苏态势,全球储能共振大趋势依然明 确。国内储能市场在经济性拐点与容量电价政策推动下,投资热情高涨;海外市场则因数据中心需求激 增而蕴含巨大机遇。 行业景气度的提升正逐步传导至企业层面。易事特集团(300376)2025年第三季度报告显示,公司前三季 度实现营业收入24.61亿元,同比增长6.52%;但归属于上市公司股东的净利润为9426.81万元,同比下 降54.25%。单就第三季度而言,营收达7.94亿元,同比增长16.62%;净利润为869.20万元,同比大幅下 降89.32%。 主营业务盈利能力实质改善 深入分析发现,利润下滑主要源于第三季度计提的投资者诉讼预计负债,此项属于一次性营业外支出。 剔除该影响后,公司主营业务盈利能力显著增强。 更具说服力的是扣非净利润指标:前三季度扣非净利润达1.46亿元,同比增长4.13%;第三季度单季扣 非净利润为5460.26万元,同比大幅增长82.77%。这清晰表明公司核心业务的盈利动能正在恢复。 更积极的信号来自现金流。前三季度,公司经营活动现金流量净额高达10.38亿元,较上年同期激增 364.48 ...
 三星医疗收盘上涨4.18%,滚动市盈率14.38倍,总市值342.88亿元
 Sou Hu Cai Jing· 2025-08-12 10:28
 Group 1 - The core viewpoint of the articles highlights Samsung Medical's stock performance, with a closing price of 24.4 yuan, an increase of 4.18%, and a rolling PE ratio of 14.38, marking a new low in 60 days [1] - The total market capitalization of Samsung Medical is reported at 34.288 billion yuan, with a comparison to the industry average PE ratio of 38.76 and a median of 41.39, placing the company at the 35th position in the industry ranking [1][2] - As of March 31, 2025, the number of shareholders for Samsung Medical is 16,366, a decrease of 898 from the previous count, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1]   Group 2 - Samsung Medical's main business segments include smart power distribution and medical services, with key products such as smart meters, high-end gateway meters, and various energy solutions [1] - The company has received multiple accolades, including recognition as a national-level intellectual property demonstration enterprise and a provincial key enterprise research institute [1] - For Q1 2025, Samsung Medical reported a revenue of 3.631 billion yuan, a year-on-year increase of 20.03%, and a net profit of 489 million yuan, reflecting a year-on-year growth of 34.33%, with a sales gross margin of 28.90% [2]