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大金重工PE/PBband估值图(截至2025年4月9日收盘价)
大金重工PE/PBband估值图(截至2025年4月9日收盘价)
行业数据
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图片格式:PNG
图片大小:266KB
图片尺寸:2338*835
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所属报告:
大金重工-公司研究报告-海风塔&桩出海龙头迎来量利齐升时刻-250411(26页).pdf
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2026H1公路指数(CI005353)收盘价情况(截至2026/6/30)
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行业数据
2026-07-21
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同类公司估值比较(2026年7月17日收盘价)
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行业数据
2026-07-21
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国内乙二醇期货收盘价(元/吨)
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行业数据
2026-07-02
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上市银行估值比较表(收盘价日期:2026年6月29日)
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2026-07-01
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图20、股市经历“去泡沫化”到估值修复
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行业数据
2026-06-25
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图20.龙头猪企的PB估值情况
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行业数据
2026-06-05
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图34、估值分析(截至2026年5月29日)
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行业数据
2026-06-02
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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28、SW建筑装饰板块估值(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3、2016年5月至今医药生物板块与沪深300PE估值水平(倍,左轴)及
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行业数据
2026-05-11
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图8、SW建筑装饰板块估值(截至2026年4月30日)
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图1:目标P/E估值分析(2026年4月1日)
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首次覆盖,给予“买入”评级。公司是风电塔桩出海龙头,欧洲订单量利双增有望业绩超预期。我们预计公司 2024-2026 年归母净利润分别为 4.60 亿元、7.73 亿元、11.54 亿元,对应 EPS 为 0.72、1.21、1.81 元,对应 PE 为 30.7/18.2/12.2 倍。我们认为公司作为出海桩基的龙头企业,已形成技术、产品、品牌、属地的综合竞争力,未来随着海上风电行业成长以及海外市场的扩张,公司将打开更广阔的成长空间。从历史看,公司现有估值水平处于历史中枢,考虑到 2025 年海风板块有望迎来开工大年装机大年,行业迎来估值弹性,充分受益。首次覆盖,予以“买入”评级。
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大金重工-公司研究报告-海风塔&桩出海龙头迎来量利齐升时刻-250411(26页).pdf
公司国内外毛利润占比
公司年度毛利率及净利率情况
公司年度收入、归母净利润及同比增速
大金重工公司股权结构(截至2024年三季报)
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