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2024年至今沪光股份PE_TTM走势(倍)
2024年至今沪光股份PE_TTM走势(倍)
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所属报告:
沪光股份(002858)-A股公司深度研究报告:汽车线束龙头之“光”-251130(33页).pdf
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2025年以来通信(申万)指数估值变化(PE_TTM)
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行业数据
2026-06-12
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图40、SW建筑装饰板块估值情况(PE_TTM,截至2026年4月30日)
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行业数据
2026-05-11
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图29、SW建筑装饰板块估值情况(PE_TTM,截至2026年4月30日)
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行业数据
2026-05-11
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图44、2019年初以来医院板块PE_TTM估值
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行业数据
2025-12-16
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图52、SW建筑装饰板块估值情况(PE_TTM,截至2025年12月5日)
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行业数据
2025-12-12
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图22、鸿路钢构PE_TTM变化趋势(截至2025年12月5日)
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行业数据
2025-12-12
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对比看白电估值(PE_TTM)处于较低水位
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行业数据
2025-12-11
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中证1000指数估值(PE_ttm)
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行业数据
2025-12-09
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图表5Wind风电板块市盈率(PE_TTM)
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行业数据
2025-12-05
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图表14光设备(申)市盈率(PE_TTM)
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2025-12-05
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图表27Wind储能氢能板块市盈率(PE_TTM)
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2025-12-05
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图表13.万得全A指数PE_TTM及百分位
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2025-12-01
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图表27Wind储能氢能板块市盈率(PE_TTM)
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2025-11-27
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图表14光设备(申)市盈率(PE_TTM)
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2025-11-27
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过去 1 年,沪光以及汽车零部件板块 PE_TTM 均值均在 24-25 倍左右。参考国内除沪光外稀缺的线束企业永鼎股份、线缆企业卡倍亿以及连接器供应商瑞可达、永贵电器、电联技术,当前 PE_TTM、PB 均值分别为 55 倍、5.3 倍,根据 Wind 一致预期,剔除离散值后可比公司 2026 年 PE 均值为 29 倍,但可比公司均未能在过去两年实现业绩连续增长,而沪光 2023、2024 年业绩分别同比+32%、+1139%,其处于快速消化估值的过程当中。综合考虑汽车零部件行业、公司、可比公司估值,我们以 2026 年 EPS 为基准给予公司 20 倍 PE 估值,对应市值 176 亿元,对应目标价 37.9 元,首次覆盖给予“强推”评级。
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沪光股份(002858)-A股公司深度研究报告:汽车线束龙头之“光”-251130(33页).pdf
沪光股份2015-3Q25三费率
沪光股份2015-3Q25营收及增速
2024年沪光股份子公司情况(万元,%)
沪光股份可比公司估值指标
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