20240201_中信建投_电新行业板块持仓深度分析：避险情绪下龙头持续获超配电力设备仍是显著低配板块_38页.pdf-资源下载-

报告吧 > 资源分类 > PDF文档下载

阅读全文

20240201_中信建投_电新行业板块持仓深度分析：避险情绪下龙头持续获超配电力设备仍是显著低配板块_38页.pdf

资源ID：159508 资源大小：2.18MB 全文页数：38页
资源格式： PDF 下载积分：9.9金币【人民币9.9元】

快捷下载

会员登录下载

三方登录下载：

下载资源需要9.9金币【人民币9.9元】

邮箱/手机：
温馨提示：	用户名和密码都是您填写的邮箱或者手机号，方便查询和重复下载（系统自动生成）
支付说明：	本站最低充值10金币，下载本资源后余额将会存入您的账户，您可在我的个人中心查看。
支付方式：
验证码：	换一换

加入VIP,下载共享资源

友情提示

1、下载资料失败解决办法

2、PDF文件下载后，可能会被浏览器默认打开，此种情况可以点击浏览器菜单，保存网页到桌面，既可以正常下载了。

3、本站不支持迅雷下载，请使用电脑自带的IE浏览器，或者360浏览器、谷歌浏览器下载即可。

4、本站资源下载后的文档和图纸-无水印,预览文档经过压缩，下载后原文更清晰。

5、试题试卷类文档，如果标题没有明确说明有答案则都视为没有答案，请知晓。

网站客服

侵权投诉

20240201_中信建投_电新行业板块持仓深度分析：避险情绪下龙头持续获超配电力设备仍是显著低配板块_38页.pdf

本报告由中信建投证券股份有限公司在中华人民共和国（仅为本报告目的，不包括香港、澳门、台湾）提供。在遵守适用的法律法规情况下，本报告亦可能由中信建投（国际）证券有限公司在香港提供。同时请务必阅读正文之后的免责声明。分析师：任佳玮SAC 执证编号：S1440521120004 分析师：朱玥SAC 编号：S1440521100008分析师：许琳SAC 执证编号：S1440522110001分析师：王吉颖SAC 执证编号：S1440521120004发布日期：2024 年2 月1 日 2023 2023 3-4 2023 2023 2023 2023 2024 1 10 TTM 2%10 LY-PB 15%3-4 2 ZXBYuNqNtQoPsMpMsPsNmN6MbPbRtRoOpNsOlOpPnPkPmMpN7NmMvMxNrMrMxNsQoN01.02.03.04.05.2023Q4 2020Q3 Wind Q4 2023Q3 9.8%Q4 8.8%-2.97%(-0.5pct)-0.16%(-0.24pct)-1.08%(-0.17pct)-0.33%(-0.17pct)0.74%(+0.12pct)-0.8%(+0.08pct)-0.39%(+0.06pct)Q4 3.7%3.8%3.6%4.0%3.7%6.1%7.7%8.8%7.1%11.7%14.7%15.1%15.6%17.9%17.0%15.3%13.0%12.9%9.8%8.8%0%2%4%6%8%10%12%14%16%18%20%2019Q1 2019Q2 2019Q3 2019Q4 2020Q1 2020Q2 2020Q3 2020Q4 2021Q1 2021Q2 2021Q3 2021Q4 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 2023Q3 2023Q4-3.5%3.7%3.4%3.8%3.6%5.7%7.3%7.9%6.5%10.4%12.4%13.6%14.3%16.8%15.6%13.9%11.7%11.2%8.7%7.6%0.0%5.0%10.0%15.0%20.0%-5 Wind 1.7%1.7%2.2%1.2%1.0%0.9%2.0%3.7%3.0%4.2%6.6%6.3%4.9%3.0%6.0%6.9%7.3%8.7%7.3%9.1%2.9%7.3%7.1%18.3%26.2%23.4%19.9%25.1%27.8%33.8%27.1%27.3%29.0%23.5%20.9%21.9%27.2%29.7%35.5%33.8%0%10%20%30%40%50%60%70%80%90%100%2019Q1 2019Q2 2019Q3 2019Q4 2020Q1 2020Q2 2020Q3 2020Q4 2021Q1 2021Q2 2021Q3 2021Q4 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 2023Q3 2023Q4-1.1%1.0%1.2%0.9%0.9%0.9%1.4%2.5%3.1%2.7%3.2%2.9%2.6%2.0%2.6%2.7%2.6%3.0%2.7%3.0%12.7%11.4%11.1%14.5%16.3%17.4%16.6%19.7%22.9%19.5%17.9%18.5%19.3%16.7%15.2%15.6%16.4%17.3%18.4%16.5%0%20%40%60%80%100%2019Q1 2019Q2 2019Q3 2019Q4 2020Q1 2020Q2 2020Q3 2020Q4 2021Q1 2021Q2 2021Q3 2021Q4 2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 2023Q3 2023Q4-6 2023 Wind 2023 2023-0.2%-6.4%-0.4%-3.1%-1.8%-0.6%-2.5%-2.4%0.5%0.1%-0.3%4.8%6.3%0.4%-1.5%0.7%1.4%-2.3%-3.4%10.8%-10%-5%0%5%10%15%-2023Q1-1.1%-6.5%-0.2%-2.9%-1.6%-0.3%-2.1%-2.4%-0.6%-0.4%-0.3%5.7%2.8%1.3%-0.4%0.8%1.4%-2.3%-3.1%12.4%-10%-5%0%5%10%15%-2023Q2-1.3%-6.1%0.0%-3.2%-1.8%-0.5%-2.5%-0.7%-1.0%-0.7%-1.3%4.6%1.2%0.7%-0.6%0.3%1.5%-2.3%-3.5%17.1%-10%-5%0%5%10%15%20%-2023Q3-1.4%-5.3%0.2%-3.3%-1.7%-0.9%-4.1%-2.2%-1.5%-0.3%-1.0%6.1%1.1%1.6%-0.9%0.6%2.0%-2.3%-3.9%17.2%-10%-5%0%5%10%15%20%-2023Q47 ()Q4-9.3%Wind()Q4-9.3%10 TTM 2%10 LY-PB 15%TTM TTM-10 TTM-10 TTM LY-PB LY-PB-10 LY-PB-10 LY-PB 801950.SI()4.2%1 8.8 50.8 5.7 7%1.4 2.6 0.8 29%801080.SI()3.9%2 46.8 113.8 20.3 28%2.7 6.9 2.1 12%801010.SI()1.7%3 50.7 133.5 15.0 30%2.7 7.4 2.3 7%801230.SI()0.8%4 49.6 120.6 23.1 27%1.4 7.8 1.1 4%801150.SI()0.0%5 28.3 74.4 20.3 15%2.8 8.4 2.6 3%801160.SI()-0.1%6 18.9 37.5 13.8 22%1.5 4.5 1.3 6%801880.SI()-1.0%7 25.1 39.0 12.6 47%2.1 4.5 1.4 24%801050.SI()-2.0%8 15.9 140.3 12.5 3%2.0 5.7 1.7 9%801130.SI()-2.3%9 23.0 63.1 16.7 14%1.7 6.2 1.5 5%801890.SI()-2.9%10 28.2 136.1 19.2 8%2.2 6.2 1.6 13%801760.SI()-3.1%11 37.3 141.8 19.5 15%2.3 11.5 1.6 7%801750.SI()-3.3%12 61.5 159.7 34.7 21%3.3 15.8 2.5 6%801740.SI()-3.6%13 50.0 245.8 44.7 3%2.8 8.4 1.9 15%801030.SI()-4.0%14 21.6 76.6 12.5 14%1.8 5.3 1.5 8%801110.SI()-4.3%15 12.4 30.1 10.6 9%2.2 4.9 2.1 4%801140.SI()-4.8%16 28.3 113.3 14.2 14%1.8 6.4 1.5 8%801170.SI()-5.0%17 14.2 43.3 11.0 10%1.2 4.0 1.2 1%801970.SI()-5.0%18 20.2 89.5 14.7 7%1.4 8.3 1.3 0%801040.SI()-6.1%19 21.6 143.8 5.7 11%0.9 2.8 0.7 8%801770.SI()-6.6%20 29.1 95.1 23.9 7%2.1 6.6 1.6 11%801780.SI()-6.6%21 4.4 8.8 4.3 3%0.4 1.5 0.4 1%801960.SI()-6.8%22 15.0 36.4 9.0 22%1.2 3.2 1.1 5%801120.SI()-7.0%23 25.2 63.0 16.6 19%5.3 12.7 3.0 24%801210.SI()-8.0%24 49.6 209.7 24.9 13%2.8 9.8 2.7 1%801790.SI()-8.3%25 14.6 38.1 10.8 14%1.0 4.2 1.0 2%801720.SI()-8.6%26 8.4 33.6 7.9 2%0.7 3.9 0.7 1%801730.SI()-9.3%27 17.2 100.0 15.8 2%2.4 7.3 1.5 15%801200.SI()-9.3%28 28.5 71.4 13.1 26%1.6 5.5 1.3 8%801710.SI()-14.5%29 17.4 50.7 10.0 18%1.2 4.1 1.2 1%801180.SI()-14.5%30 12.9 33.6 6.8 23%0.7 4.1 0.7 0%801980.SI()-14.5%31 30.0 79.1 17.3 21%3.7 7.2 2.3 28%8 Wind Q4 3.07%(-0.62pct)0.16%(-0.24pct)1.08%(-0.17pct)0.33%(-0.17pct)0.8%(+0.08pct)0.28%(+0.03pct)0.32%(+0.02pct)3.07%(-0.62pct)Q4 1.88%(-0.19pct)Wind 1.8%2.2%1.9%1.4%1.1%2.2%4.0%3.4%2.5%3.9%5.1%5.6%5.9%7.8%8.3%7.5%6.2%5.6%3.7%3.1%0.0%1.0%2.0%3.0%4.0%5.0%6.0%7.0%8.0%9.0%0.6%0.6%0.7%0.7%0.7%1.0%1.4%1.8%2.4%1.5%2.7%2.8%2.7%3.3%3.4%3.0%2.7%2.6%2.1%1.9%0.0%0.5%1.0%1.5%2.0%2.5%3.0%3.5%4.0%10 Wind Q4 Wind 5%5%7%8%5%5%7%7%10%9%12%14%13%8%9%13%11%13%13%11%25%29%19%19%12%19%19%17%10%10%13%8%10%10%5%4%5%4%11%5%0%0%0%0%1%0%0%0%0%0%2%0%0%8%8%6%9%7%6%3%0%0%0%0%0%0%2%2%1%2%3%3%5%7%14%14%9%8%7%9%10%5%7%7%11%12%8%9%8%8%8%7%8%8%10%9%9%10%8%10%3%3%4%3%3%2%4%9%8%13%19%17%13%7%12%14%15%20%19%26%56%59%63%61%68%61%60%55%62%57%43%52%51%51%40%38%40%35%34%35%0%10%20%30%40%50%60%70%80%90%100%21%19%22%22%20%21%21%21%21%21%20%20%18%16%16%19%19%19%20%21%13%15%12%12%11%10%10%11%10%10%14%12%12%13%11%10%11%10%12%11%14%13%12%11%13%12%9%9%10%11%10%8%9%10%9%8%10%9%8%7%4%2%2%2%3%3%4%4%6%4%7%7%7%10%13%13%10%9%8%9%13%13%13%14%14%14%13%12%11%11%11%12%11%10%12%11%11%12%11%12%4%4%4%4%3%3%4%7%8%7%8%8%7%5%6%6%6%7%7%8%29%32%31%32%32%34%37%34%33%33%28%31%34%34%31%30%30%30%30%30%0%10%20%30%40%50%60%70%80%90%100%11 Wind Q4 0.38%()0.16%(+0.03pct)0.15%(-0.03pct)Q4 0.38%)Q4 0.45%(-0.02pct)Wind 0.6%0.4%0.4%0.3%0.3%0.3%0.2%0.3%0.3%0.1%0.4%0.7%0.6%0.9%1.0%0.6%0.4%0.4%0.4%0.4%0.0%0.2%0.4%0.6%0.8%1.0%1.2%0.3%0.3%0.3%0.3%0.3%0.3%0.4%0.4%0.4%0.4%0.5%0.6%0.5%0.7%0.6%0.6%0.5%0.5%0.5%0.5%0.0%0.1%0.2%0.3%0.4%0.5%0.6%0.7%0.8%12 Wind Q4 Wind 1%1%2%1%3%4%4%1%1%2%8%22%30%33%29%44%34%36%34%43%24%31%42%49%69%63%69%76%82%89%68%65%62%50%55%39%44%43%48%40%75%68%56%50%28%33%28%23%17%9%24%14%8%17%15%17%22%21%18%18%0%10%20%30%40%50%60%70%80%90%100%6%6%7%7%7%7%9%8%7%8%8%15%17%17%18%19%17%17%15%18%59%59%57%58%63%66%67%64%64%64%61%60%57%50%52%50%53%54%57%55%36%36%36%35%29%27%24%29%30%28%31%25%27%33%30%31%30%29%28%27%0%10%20%30%40%50%60%70%80%90%100%13 Wind Q4 4.42%(-0.46pct)0.39%(+0.06pct)0.21%(+0.03pct)2.97%(-0.5pct)0.17%(-0.06pct)Q4 4.42%(-0.46pct)Q4 1.62%(-0.2pct)Wind 0.8%0.9%0.9%2.0%1.9%3.3%3.2%4.8%3.9%7.4%8.5%7.9%8.3%8.2%6.2%5.8%5.5%5.9%4.9%4.4%0.0%1.0%2.0%3.0%4.0%5.0%6.0%7.0%8.0%9.0%0.6%0.6%0.6%0.8%0.9%1.1%1.3%1.9%2.8%1.5%3.0%3.0%2.8%2.9%2.5%2.3%2.1%2.1%1.8%1.6%0.0%0.5%1.0%1.5%2.0%2.5%3.0%3.5%14 Wind Q4 Wind 11%5%10%8%4%9%7%12%10%10%16%7%6%6%6%6%8%9%7%9%7%2%4%7%2%5%4%3%3%5%7%7%7%6%4%4%3%5%5%4%13%4%9%8%3%4%4%5%4%8%11%8%10%11%8%7%7%6%4%5%50%58%48%38%41%37%32%29%27%18%14%21%13%16%20%22%15%13%12%13%5%0%2%2%0%2%3%5%5%5%6%6%9%10%5%4%3%2%2%2%14%30%27%37%51%43%49%46%51%53%47%52%55%51%57%57%64%64%71%67%0%10%20%30%40%50%60%70%80%90%100%12%12%11%10%9%8%8%8%9%8%12%9%8%9%9%9%9%8%8%9%11%10%10%11%8%9%10%7%8%7%10%10%10%10%9%9%9%9%9%9%9%8%9%9%8%8%9%9%10%8%10%9%9%9%9%7%6%6%5%5%16%20%19%19%19%20%20%20%15%18%13%17%14%15%16%18%16%15%15%17%5%6%10%8%7%6%6%5%5%5%10%9%11%12%11%10%11%10%9%10%47%44%42%44%50%49%49%51%52%53%44%47%49%45%47%47%49%52%54%51%0%10%20%30%40%50%60%70%80%90%100%15 Wind Q4 0.74%(+0.12pct)0.14%(+0.05pct)0.04%(+0.03pct)0.13%(+0.02pct)Q4 0.74%(+0.12pct)Q4 0.68%(+0.01pct)Wind 0.3%0.2%0.3%0.3%0.3%0.2%0.3%0.2%0.3%0.2%0.7%0.7%0.6%0.5%0.5%0.5%0.5%0.6%0.6%0.7%0.0%0.1%0.2%0.3%0.4%0.5%0.6%0.7%0.8%0.5%0.5%0.5%0.5%0.5%0.5%0.5%0.5%0.5%0.5%0.7%0.7%0.6%0.6%0.7%0.7%0.6%0.7%0.7%0.7%0.0%0.1%0.2%0.3%0.4%0.5%0.6%0.7%0.8%16 Wind Q4 Wind 24%31%19%21%10%12%61%62%37%37%41%43%46%34%11%7%4%2%2%5%0%0%0%0%0%0%0%0%0%1%0%1%1%1%3%6%10%18%10%10%18%6%6%4%5%7%5%1%1%14%7%8%6%6%16%19%10%12%14%19%6%6%4%3%2%3%1%0%0%0%6%1%0%0%8%15%8%1%0%0%50%52%69%72%75%65%24%30%37%27%14%17%13%13%13%12%16%17%17%17%3%5%3%1%7%13%9%7%25%22%32%30%34%46%49%41%52%50%57%49%0%10%20%30%40%50%60%70%80%90%100%20%20%19%21%20%22%24%26%21%23%20%19%18%16%13%14%13%12%11%10%2%2%2%1%2%2%2%2%2%1%1%1%1%1%2%2%3%5%5%5%12%11%13%12%12%11%11%10%13%9%10%10%9%10%10%11%10%11%12%12%9%10%9%8%8%8%8%7%7%8%8%9%7%8%11%11%9%9%8%7%34%34%36%36%34%34%30%34%33%36%34%36%37%35%35%34%35%34%35%36%23%23%21%21%25%24%24%21%24%23%27%25%27%30%29%28%30%29%30%30%0%10%20%30%40%50%60%70%80%90%100%17 Wind Q4 0.11%(-0.01pct)PCS0.06%(+0.01pct)0.04%(-0.02pct)0%(-0.01pct)Q4 0.11%(-0.01pct)Q4 0.13%(-0.01pct)Wind 0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.1%0.1%0.3%0.8%0.7%0.4%0.2%0.1%0.1%0.0%0.1%0.2%0.3%0.4%0.5%0.6%0.7%0.8%0.9%PCS 0.1%0.1%0.1%0.1%0.1%0.1%0.1%0.1%0.1%0.1%0.1%0.1%0.1%0.2%0.2%0.2%0.2%0.2%0.1%0.1%0.0%0.1%0.1%0.2%0.2%0.3%0.3%PCS 18 Wind Q4 PCS Wind 25%86%100%11%1%1%1%12%0%0%98%49%31%12%5%8%23%41%39%57%75%14%0%89%99%99%87%88%96%96%1%48%68%87%83%72%52%55%49%39%0%0%0%0%0%0%12%0%4%4%0%3%1%2%12%20%25%5%11%4%0%10%20%30%40%50%60%70%80%90%100%PCS 16%18%14%15%14%14%17%12%12%13%16%17%18%14%9%11%12%15%16%18%44%39%39%44%40%41%41%66%53%53%48%43%44%53%54%48%46%45%42%38%40%43%46%41%46%45%42%22%35%34%36%40%38%33%36%41%41%40%43%44%0%10%20%30%40%50%60%70%80%90%100%PCS 19 Wind Q4 0.06%(-0.01pct)0.04%(+0.01pct)0.01%(-0.02pct)Q4 0.06%(-0.01pct)Q4 0.23%(+0pct)Wind 0.1%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.1%0.1%0.1%0.2%0.1%0.1%0.1%0.1%0.1%0.0%0.0%0.0%0.1%0.1%0.1%0.1%0.1%0.2%0.2%0.2%0.2%0.2%0.2%0.2%0.2%0.2%0.2%0.2%0.2%0.2%0.3%0.3%0.3%0.3%0.3%0.3%0.2%0.2%0.2%0.0%0.1%0.1%0.2%0.2%0.3%0.3%0.4%20 Wind Q4 Wind 63%81%72%0%100%62%23%23%12%0%38%12%12%9%10%15%9%10%8%14%35%19%28%0%0%32%77%77%88%61%32%15%8%7%10%5%13%36%46%23%2%0%0%0%0%6%0%0%0%39%30%73%81%84%80%80%77%54%46%63%0%10%20%30%40%50%60%70%80%90%100%30%33%33%30%26%28%28%24%23%27%24%21%22%21%22%22%23%22%22%23%32%31%32%35%33%37%38%39%37%37%25%26%23%24%24%23%25%26%27%27%39%36%35%35%41%35%34%38%39%36%51%53%54%55%54%54%52%52%50%49%0%10%20%30%40%50%60%70%80%90%100%21 Q4 Wind Q4 Q4 TCL Q4 Q3 Q4 Q4 Q3 Q4 Q4 Q3(%)Q4(%)Q4(%)Q3 Q4 Q4 25 95 70 23 47 24 1.8 12.5 10.7 2.2 17.7 15.5 93 153 60 16 37 21 1.6 10.5 8.9 22.3 34.5 12.3 344 399 55 8 24 16 2.9 7.8 4.9 32.2 43.7 11.4 14 58 44 14 29 15 0.8 4.7 3.9 1.1 9.5 8.4 35 70 35 7 21 14 3.6 7.4 3.9 0.9 8.9 8.0 95 123 28 14 27 13 8.8 12.1 3.3 14.3 22.2 7.9 15 42 27 10 23 13 9.9 13.1 3.2 13.3 20.0 6.7 26 50 24 7 19 12 8.2 11.3 3.1 212.7 218.6 5.9 19 42 23 81 91 10 5.9 9.0 3.1 42.4 48.1 5.7 30 51 21 27 37 10 11.3 13.8 2.5 0.4 5.5 5.0 28 0-28 47 37-10 9.7 4.5-5.2 15.2 1.3-13.9 42 13-29 10 0-10 8.9 3.4-5.5 147.2 131.4-15.9 107 74-33 TCL 49 38-11 7.5 2.1-5.5 27.6 9.0-18.6 143 105-38 11 0-11 8.7 3.1-5.6 94.9 71.8-23.2 44 6-38 18 4-14 6.0 0.1-5.9 59.7 36.4-23.3 191 151-40 23 8-15 8.6 2.2-6.4 69.4 45.0-24.4TCL 128 87-41 19 4-15 12.3 5.3-7.0 TCL 60.9 25.1-35.8 96 51-45 18 3-15 8.2 0.8-7.4 109.6 62.3-47.3 133 13-120 29 11-18 15.9 2.3-13.6 50.0 0.1-49.8 1451 1204-247 41 22-19 24.1 0.1-24.0 1028.2 815.3-212.923 Q4 Wind Q4 Q4 Q4 Q3 Q4 Q4 Q3 Q4 Q4 Q3(%)Q4(%)Q4(%)Q3 Q4 Q4 344.0 399.0 55.0 14.0 29.0 15.0 2.9 7.8 4.9 32.2 43.7 11.4 35.0 70.0 35.0 17.0 27.0 10.0 5.9 9.0 3.1 14.3 22.2 7.9 30.0 51.0 21.0 81.0 91.0 10.0 1.3 3.7 2.4 212.7 218.6 5.9 43.0 57.0 14.0 2.0 9.0 7.0 0.5 2.7 2.2 3.5 7.9 4.4 77.0 88.0 11.0 7.0 13.0 6.0 0.0 1.9 1.9 16.3 19.8 3.5 2.0 13.0 11.0 8.0 12.0 4.0 14.4 16.1 1.7 6.8 9.8 3.0 18.0 27.0 9.0 0.0 4.0 4.0 9.5 11.1 1.6 0.3 1.9 1.5 47.0 54.0 7.0 21.0 25.0 4.0 21.1 22.2 1.1 0.7 2.3 1.5 15.0 21.0 6.0 34.0 37.0 3.0 15.5 16.4 0.9 20.4 21.6 1.3 25.0 30.0 5.0 1.0 4.0 3.0 5.7 6.4 0.7 0.0 0.9 0.9 27.0 5.0-22.0 53.0 45.0-8.0 7.9 4.3-3.6 7.5 0.1-7.4 32.0 4.0-28.0 44.0 35.0-9.0 7.2 2.9-4.3 14.8 6.4-8.4 42.0 13.0-29.0 47.0 37.0-10.0 9.7 4.5-5.2 35.1 25.4-9.6 107.0 74.0-33.0 TCL 49.0 38.0-11.0 8.9 3.4-5.5 15.2 1.3-13.9 44.0 6.0-38.0 18.0 4.0-14.0 8.7 3.1-5.6 27.6 9.0-18.6 143.0 105.0-38.0 23.0 8.0-15.0 6.0 0.1-5.9 94.9 71.8-23.2 191.0 151.0-40.0 19.0 4.0-15.0 12.3 5.3-7.0 69.4 45.0-24.4TCL 128.0 87.0-41.0 18.0 3.0-15.0 8.2 0.8-7.4 TCL 60.9 25.1-35.8 96.0 51.0-45.0 29.0 11.0-18.0 15.9 2.3-13.6 109.6 62.3-47.3 133.0 13.0-120.0 41.0 22.0-19.0 24.1 0.1-24.0 50.0 0.1-49.824 Q4 Wind Q4 Q4 Q4 Q3 Q4 Q4 Q3 Q4 Q4 Q3(%)Q4(%)Q4(%)Q3 Q4 Q4 25 95 70 23 47 24 1.6 10.5 8.9 2.2 17.7 15.5 93 153 60 16 37 21 11.3 13.8 2.5 13.3 20.0 6.7 7 20 13 5 14 9 8.8 10.7 1.8 42.4 48.1 5.7 67 79 12 3 3 5.7 7.2 1.6 54.0 58.6 4.6 7 7 3 3 0.6 0.6 0.9 5.3 4.4 10 16 6 29 31 2 0.1 0.5 0.4 2.4 4.7 2.3 3 3 3 4 1 1.9 2.2 0.3 4.6 5.5 0.8 2 2 3 4 1 1.9 2.2 0.2 0.0 0.8 0.8 23 24 1 1 1 0.1 0.1 2.7 3.2 0.5 3 4 1 55 56 1 22.7 22.8 0.1 5.8 6.2 0.4 4 3-1 10 9-1 0.4 0.4 0.1 0.0 0.0 0.0 8 6-2 2 1-1 0.0 0.0 0.0 0.0 0.0 3 1-2 36 35-1 0.0 0.0 0.0 0.0 0.0 61 56-5 5 3-2 0.0 0.0 0.0 14.7 11.2-3.6 14 7-7 3 1-2 0.1 0.1 0.0 41.7 38.0-3.7 20 7-13 10 7-3 17.5 16.7-0.8 7.0 2.6-4.3 202 186-16 10 7-3 7.2 6.0-1.2 18.6 8.1-10.5 32 15-17 16 11-5 9.4 8.1-1.3 147.2 131.4-15.9 49 26-23 16 7-9 3.7 1.7-1.9 59.7 36.4-23.3 1451 1204-247 129 119-10 6.4 3.2-3.2 1028.2 815.3-212.925 Q4 Wind Q4 Q4 Q4 Q3 Q4 Q4 Q3 Q4 Q4 Q3(%)Q4(%)Q4(%)Q3 Q4 Q4 27 42 15 12 20 8 9.9 13.1 3.2 10.1 14.6 4.4 1 1 0 4 5 1 0.7 0.9 0.2 0.0 0.0 0.0 11 10-1 1.0-1.0 2.9 2.7-0.2 3.5 2.8-0.7 11 9-2 1.0-1.0 1.7 0.5-1.1 2.0 0.6-1.4 20 12-8 6.0 4.0-2.0 5.9 3.6-2.3 2.1 0.5-1.6 14 4-10 20.0 15.0-5.0 11.7 7.5-4.2 4.5 2.7-1.8 33 23-10 11.00 4.00-7.0 8.6 2.2-6.4 13.8 8.0-5.826 Q4 Wind Q4 Q4 Q4 Q3 Q4 Q4 Q3 Q4 Q4 Q3(%)Q4(%)Q4(%)Q3 Q4 Q4 95 123 28 10 23 13 1.8 12.5 10.7 1.1 9.5 8.4 26 50 24 7 19 12 8.2 11.3 3.1 3.6 6.8 3.3 10 30 20 38 46 8 2.2 4.1 1.9 4.3 5.9 1.5 18 37 19 6 14 8 1.8 3.5 1.7 4.5 5.9 1.4 3 15 12 2 9 7 0.1 1.4 1.3 0.9 1.8 0.9 2 11 9 4 9 5 7.1 8.4 1.3 29.1 29.9 0.7 8 15 7 5 5 0.4 0.4 0.0 0.6 0.6 6 6 1 6 5 0.3 0.7 0.3 0.0 0.5 0.5 1 7 6 1 4 3 0.0 0.4 0.3 0.0 0.3 0.3 1 1 8 10 2 2.4 2.7 0.3 0.0 0.2 0.2 17 15-2 1-1 0.0 0.0 0.0 0.0 0.0 12 8-4 3 1-2 0.0 0.0 0.2 0.0-0.2 6 2-4 7 5-2 0.3 0.2-0.2 1.1 0.5-0.7 77 70-7 17 14-3 0.3 0.0-0.2 8.5 7.6-0.9 12 4-8 6 2-4 10.6 10.2-0.5 6.2 4.5-1.7 35 20-15 7 3-4 4.0 1.7-2.4 5.9 4.2-1.7 56 41-15 10 5-5 10.7 8.2-2.5 19.6 17.7-1.9 27 9-18 33 28-5 3.5 0.6-3.0 4.3 0.0-4.3 27-27 10-10 6.7 3.2-3.5 5.4 0.7-4.7 28-28 11-11 3.6-3.6 15.4 6.6-8.827 Q4 Wind Q4 Q4 Q4 Q3 Q4 Q4 Q3 Q4 Q4 Q3(%)Q4(%)Q4(%)Q3 Q4 Q4 19 32 13 11 19 8 3.6 7.4 3.9 2.2 4.5 2.3 5 11 6 3 8 5 0.6 2.3 1.7 0.3 1.5 1.2 16 20 4 1 1 0.4 1.0 0.6 0.6 1.4 0.8 7 10 3 4 5 1 1.4 1.4 0.0 1.0 1.0 0.0 10 12 2 2 3 1 0.0 0.0 0.0 1.4 1.4 0.0 1 1 1 2 1 0.0 0.0 0.1 0.1 0.0 1-1 1-1 2.4 2.2-0.2 0.0 0.0 0.0 11 10-1 1-1 0.8 0.2-0.6 2.6 2.5-0.1 1-1 1-1 0.9 0.2-0.6 0.2 0.1-0.2 1-1 9 7-2 0.7-0.7 3.3 2.4-0.9 18 9-9 8 6-2 9.4 8.4-1.0 1.1 0.3-0.9 23 8-15 11 6-5 7.5 2.1-5.5 8.3 2.1-6.228 Q4 Wind Q4 Q4 Q4 Q3 Q4 Q4 Q3 Q4 Q4 Q3(%)Q4(%)Q4(%)Q3 Q4 Q4 14 58 44 8 24 16 0.05 0.53 0.48 22.28 34.54 12.26 15 42 27 7 21 14 1.10 0.01-1.09 0.95 8.95 8.00 19 42 23 14 27 13 1.62 1.50-0.12 0.44 5.47 5.03 123 139 16 27 37 10 1.14 1.36 0.22 3.74 8.27 4.54 68 76 8 43 49 6 4.21 2.90-1.31 5.94 7.70 1.76 9 12 3 8 11 3 8.89 11.18 2.29 18.79 19.79 1.00 38 40 2 19 22 3 1.57 2.94 1.37 1.01 1.99 0.98 2 1-1 8 5-3 20.07 17.30-2.77 2.07 1.71-0.37 36 34-2 12 9-3 2.27 2.78 0.52 0.67 0.01-0.65 12 9-3 5 1-4 0.10-0.10 1.23 0.01-1.21 86 83-3 32 28-4 3.88 3.75-0.13 4.47 3.11-1.36 68 63-5 17 12-5 0.22 2.47 2.25 28.57 26.65-1.92 9 3-6 9 3-6 0.19 1.94 1.75 29.06 26.14-2.92 12 1-11 29 23-6 0.04 0.00-0.04 62.34 54.09-8.2429 Q4 Q4 Q3 9.8%5.4%Q4 8.8%5.0%/-2.97%(-0.5pct)-0.16%(-0.24pct)-1.08%(-0.17pct)-0.33%(-0.17pct)/0.74%(+0.12pct)-0.8%(+0.08pct)-0.39%(+0.06pct)TTM 10 15.8-100 TTM 17.2 2%PB 10 1.5-7.3 PB 2.4 15%Q4 TOP10(815.3)(218.6)(131.4)(101.8)(71.8)(62.3)(58.6)(54.1)(48.1)(45)Q4(+15.5)(+12.3)(+11.4)(+8.4)(+8)(+7.9)(

注意事项

本文（20240201_中信建投_电新行业板块持仓深度分析：避险情绪下龙头持续获超配电力设备仍是显著低配板块_38页.pdf）为本站会员（18709673099）主动上传，报告吧仅提供信息存储空间，仅对用户上传内容的表现方式做保护处理，对上载内容本身不做任何修改或编辑。若此文所含内容侵犯了您的版权或隐私，请立即通知报告吧（点击联系客服），我们立即给予删除！

温馨提示：如果因为网速或其他原因下载失败请重新下载，重复下载不扣分。

账号：
密码：
验证码：	换一换
当日自动登录忘记密码？