Table_MainInfo/2023 05 10 Table_InvestInfo Table_QuoteInfo 2971.344209.725448.106686.487924.879163.252022/5 2022/8 2022/11 2023/2 Table_ReportInfo 2023.05.08 7.5%2023.05.01-2023.04.24 Table_AuthorInfo:Tel:(021)23219692 Email:S0850512050003:Tel:(021)23154113 Email:S0850515120001 Table_Summary 2022 79.03%+95.36%-500.42%+13.29%+10.36%+137.92%+52.53%15.47%+31.81%+106.02%-377.88%&-6.33%-13.43%-25.21%2023 30.73%+49.06%+77.42%+44.51%+26.76%+36.55%-50.53%73.78%+23.99%+89.95%-246.72%&+79.97%+180.11%+352.33%PE 2023 EPS wind 17 5 9 4%2023 2 1.2022 2023.5 1.1 2022.5 1.2 2023.5 2.7 2.1 2022.7 2.2 2023.8 2.3 2022 2023.8 3.12 3.1 2022.12 3.2 2023.12 3.3 2022 2023.13 4.19 4.1 2022.19 4.2 2023.21 5.24 5.1.24 5.2.24 5.3.25 5.4.25 5.5.25 6.25 0YFUwPqNpMpOoQsRtOpQpO7NcM7NmOoOnPsRlOnNtOfQpOpO6MrRwPxNnOuMwMmMoR 3 1 2022%.7 2 2022%.7 3 2021 2022%.7 4 2021 2022%.7 5 2023Q1%.8 6 2023Q1%.8 7 2022Q1 2023Q1%.8 8 2022Q1 2023Q1%.8 9 2022%.12 10 2022%.12 11 2021 2022%.12 12 2021 2022%.12 13 2023Q1%.13 14 2023Q1%.13 15 2022Q1 2023Q1%.13 16 2022Q1 2023Q1%.13 17 2023E PE.24 18%.24 4 1 2022.5 2 2023.6 3 2022 1%.19 4 2022 2%.20 5 2022 3%.20 6 2023 Q1 1%.21 7 2023 Q1 2%.22 8 2023 Q1 3%.23 5 1.2022 2023 1.1 2022 79.03%+95.36%-500.42%+13.29%+10.36%+137.92%+52.53%15.47%+31.81%+106.02%-377.88%&-6.33%-13.43%-25.21%1 2022%pct%pct 10.65 79.03 21.00 1.68 12.05-0.96 40.10 95.36 32.79 5.76 9.56-2.86 16.66-500.42 20.53-1.26 20.16-2.04 12.93 13.29 25.51-0.63 13.02-0.67 3.07 10.36 12.96-0.66 8.54-0.35-1.17 137.92 16.48 0.11 14.01-0.07 19.50 52.53 24.78 2.93 13.38-1.57 15.30 15.47 28.59-0.62 18.19-1.15 14.21 31.81 27.25-0.76 15.74-1.62 12.49 106.02 32.37 0.23 20.66-2.09 9.27-377.88 20.41-2.31 20.71 0.31&18.70-6.33 30.20-0.01 20.21 0.14 20.43-13.43 27.04-1.21 19.69-0.88 8.72-25.21 41.07-2.76 25.53-3.01 Wind 1.2 2023 30.73%+49.06%+77.42%+44.51%+26.76%+36.55%-50.53%73.78%+23.99%+89.95%-246.72%&+79.97%+180.11%+352.33%6 2 2023%pct%pct 10.50 30.73 21.63 0.91 11.79-0.35 40.90 49.06 33.19 1.12 9.30 0.06 6.99 77.42 19.19-2.13 21.71-0.08 28.54 44.51 24.80-0.59 11.25-2.39 1.74 26.76 13.41 0.89 9.13 0.15-3.53 36.55 17.30 0.30 13.56 0.07-2.80-50.53 21.10-4.37 14.58 1.49 15.38 73.78 28.95 0.99 21.50-0.07 13.76 23.99 26.60 0.65 21.50 0.37 11.29 89.95 33.44 2.94 22.62-0.03 3.50-246.72 18.83-3.52 21.03-0.90&9.07 79.97 31.40 1.63 22.29 1.27 50.64 180.11 27.60 0.25 17.53-3.89 13.29 352.33 41.03 1.25 29.93-0.23 Wind 7 2.2.1 2022 2022 10.65%79.03%1.68pct 0.96pct 2022+40.10%+16.66%+12.93%+3.07%-1.17%+19.50%2022+95.36%-500.42%+13.29%+10.36%+137.92%+52.53%1 2022%40.1016.6612.933.07-1.1719.50-5051015202530354045(%)Wind 2 2022%95.36-500.4213.29 10.36137.9252.53-600-500-400-300-200-1000100200(%)Wind 2022+5.76pct-1.26pct-0.63pct-0.66pct+0.11pct+2.93pct 2022-2.86pct-2.04pct-0.67pct-0.35pct-0.07pct-1.57pct 3 2021 2022%27.0321.7926.1413.6216.3721.8532.7920.5325.5112.9616.4824.78010203040 2021 2022 Wind 4 2021 2022%12.4322.2013.698.8914.0814.959.5620.1613.028.5414.0113.380510152025 2021 2022 Wind 8 2.2 2023 2023 10.50%30.73%0.91pct 0.35pct 2023+40.90%+6.99%+28.54%+1.74%-3.53%-2.80%。2023+49.06%+77.42%+44.51%+26.76%+36.55%-50.53%。5 2023Q1%40.906.9928.541.74-3.53-2.80-10-5051015202530354045(%)Wind 6 2023Q1%49.0677.4244.5126.7636.55-50.53-60-40-20020406080100(%)Wind 2023+1.12pct-2.13pct-0.59pct+0.89pct+0.30pct-4.37pct 2023+0.06pct-0.08pct-2.39pct+0.15pct+0.07pct+1.49pct 7 2022Q1 2023Q1%32.0721.3225.3912.5217.0025.4733.1919.1924.8013.4117.3021.1005101520253035 2022 2023 Wind 8 2022Q1 2023Q1%9.2421.7913.648.9913.49 13.099.3021.7111.259.1313.5614.580510152025 2022 2023 Wind 2.3 2022 2023 2022 1 9 2 3 5pct 3pct 4 2pct 1pct 2023 1 2 3 2pct 1pct 1pct 4 2pct 1pct 1pct 1 2022 40.10%95.36%5.76pct 2.86pct 2023 40.90%49.06%1.12pct 0.06pct 3 6 1 1.5 2 1 2 2022 105.37 21.18%26.33%4.15pct 12.20 1.90%2023 21.72 24.88%26.22%2.26pct 2.18 43.54%2022 121.22 16.91%10 1 800kV 2 3 29.9 33%2022 92.74 0.01%17.59%3.87pct 2.12 199.68%2023 19.56 20.82%20.78%4.59pct 1.50 276.10%2022 30%109.31%1 30%2 109.31%145 24 2022 12.06 29.12%31.03%7.29pct 1.81 15.35%2023 1.70 39.95%33.04%4.94pct 0.21 64.26%2022 1-2 EPC 2 2022 12.93%13.29%0.63pct 0.67pct 2023 28.54%44.51%0.59pct 2.39pct 11 2022 117.33 17.07%34.06%0.52pct 12.47 17.39%2023 32.80 14.09%33.96%0.46pct 3.25 16.35%2022 19.4%1 30%2 40.0%3 GE 27.7%4 18%5 57%60%3 2022 1.17%137.92%2022 64.29%0.11pct 0.07pct 2023 3.53%36.55%0.30pct 0.07pct 12 3.3.1 2022 2022 15.30%15.47%0.62pct 1.15pct 2022 14.21%12.49%9.27%&18.70%20.43%8.72%2022+31.81%+106.02%-377.88%&-6.33%-13.43%-25.21%9 2022%14.2112.499.2718.7020.438.720510152025&(%)Wind 10 2022%31.81106.02-377.88-6.33-13.43-25.21-500-400-300-200-1000100200&(%)Wind 2022-0.76pct+0.23pct-2.31pct&-0.01pct-1.21pct-2.76pct 2022-1.62pct-2.09pct+0.31pct&+0.14pct-0.88pct-3.01pct 11 2021 2022%28.0132.1422.7130.2128.2543.8327.2532.3720.4130.20 27.0441.0705101520253035404550&2021 2022 Wind 12 2021 2022%17.3622.7420.4020.07 20.5728.5415.7420.6620.71 20.2119.6925.53051015202530&2021 2022 Wind 3.2 2023 13 2023 15.38%73.78%0.99pct 0.07pct 2023 13.76%11.29%3.50%&9.07%50.64%13.29%。2023+23.99%+89.95%-246.72%&+79.97%+180.11%+352.33%。13 2023Q1%13.7611.293.509.0750.6413.290102030405060&(%)Wind 14 2023Q1%23.9989.95-246.7279.97180.11352.33-300-200-1000100200300400&(%)Wind 2023+0.65pct+2.94pct-3.52pct&+1.63pct+0.25pct+1.25pct 2023+0.37pct-0.03pct-0.90pct&+1.27pct-3.89pct-0.23 pct 15 2022Q1 2023Q1%25.9530.5122.3529.7627.3539.7826.6033.4418.8331.4027.6041.03051015202530354045&2022 2023 Wind 16 2022Q1 2023Q1%21.1322.6521.9221.02 21.4130.1621.5022.6221.0322.2917.5329.9305101520253035&2022 2023 Wind 3.3 2022 2023 2022 1&2 14 3 2pct 1pct 1pct 4&1pct 1pct 3pct 2023 1&2&3 3pct&1pct 1pct 4 1pct&1pct 3pct 1&2022&18.70%6.33%0.01pct 0.14pct 2023&9.07%79.97%1.63pct 1.27pct 2022 2023 1 2022 OEM 2 2022 230.08 28.23%35.01%0.81pct 43.20 20.89%2023 47.82 0.07%36.51%1.95pct 7.47 4.15%-2022 2022 114.65 27.64%2023 15 27.07 9.74%PLC 80%PLC 11.9%21.5%14.4%/PLC-2022 40 2022 50.88 70.02%2023 9.04 2.23%40 TOP SOP 100%-2022 2022 5.61 54.96%;49.20%3.11pct 2023 1.36 29.06%3C SCARA R220 220 1 2022 GLOBALOCAL 2 2022 Inocube 2022 13.35 2.75%37.33%16 3.04pct 2.22 26.87%2023 3.29 2.31%31.40%8.43pct 0.41 45.25%PLC PLC PLC PLC 3C 3C PLC 2022 9.06 10.64%35.88%2.80pct 1.40 10.37%2023 2.84 43.01%38.24%4.66pct 0.43 42.99%1 2 2023 1 3C 2 2022 2.03 184.27%2 2022 14.21%31.81%0.76pct 1.62pct 2023 13.76%23.99%0.65pct 0.37pct 17 2022 468.29 10.42%27.04%0.17pct 64.46 14.24%2023 61.95 7.65%27.11%3.71pct 5.26 38.68%2022 498.41 2022 259.13 1 6 15 19 21 8 2 25%7 3 AMI 47.21%2022 149.17 24.41%19.04%1.55pct 7.59 4.81%2023 32.64 32.18%13.21%2.16pct 1.49 48.48%1 35 10 2 18 3 2022 12.49%106.02%0.23pct 2.09pct 2023 11.29%89.95%2.94pct 0.03pct 2023 34%2022 15.06 24.47%39.07%0.11pct 4.72 48.52%2023 3.77 28.52%38.76%2.39pct 1.20 68.55%2022 AMI 2022 20.04 9.75%37.12%2.19pct 4.00 17.20%2023 4.23 12.27%0.91 40.07%2022 25.16 42.19%2022 31.76 28.42%2022 2022 3.00 34.84%35.44%9.24pct AMI AMI 2022 19 4.4.1 2022 2022 40%32 6&5 3 2 1 3 2022 1%2022 2022Q4 2022Q3 2022Q2 2022Q1 2021Q4 2021Q3 300105.SZ&1388.53-42.21 105.73 1194.82-6.16 13.94-367.31 002176.SZ 503.05 168.86 798.08 530.95 809.81 2031.28 265.99 002560.SZ 398.96 247.99 23604.52-22.71-36.93-56.13-99.50 300499.SZ 344.39 891.27-101.64-153.24 80.27-22.40 13.47 300153.SZ 232.91 372.73 249.48-85.15 67.19 96.98 114.02 002322.SZ 202.08 181.57-22.39-26.48-57.13-463.62-27.58 600312.SH 199.68 200.05 28.21-18.27 206.72-422.74-20.83 603333.SH 159.25 98.62-718.05-7.01 870.59-59.75-92.44 600525.SH 158.75 128.77 511.02 215.86 1299.72-1642.66-166.31 300032.SZ 150.97 108.58-49.06-99.47 45.16-22.38-42.22 002112.SZ 129.91 337.77 26.54 124.09 34.43-13.49-51.61 600089.SH 118.93 133.89 99.12 283.33 47.28 131.26 227.92 300427.SZ 110.70 98.41 64.25-43.17-11.60-11129.14-74.46 600973.SH 108.49 105.07-64.29-161.51-60.53-8961.82 11.54 002358.SZ 107.79 95.62 237.94 124.17 89.24 57.35-630.19 002545.SZ 104.12 113.97 53.18 82.41 326.54-32.30 126.17 002323.SZ 103.21 97.86 185.37 576.40 166.57-1944.89-160.11 002121.SZ 84.78 100.33 174.16 6.77-18.70-145.21-120.15 300062.SZ 81.68 170.67-15.45 31.40 181.11-68.22-66.13 300332.SZ&79.22-33.49 414.35 125.81 1585.83 637.34 562.20 300125.SZ&76.17 153.85 121.35-296.26-1107.37 29.95-1023.17 002518.SZ 75.90 128.05 123.44 75.89-36.73 32.92 0.00 002249.SZ 70.57 82.55-6.72 62.31 12.54-29.75 9.65 300152.SZ&67.43 56.18 60.33 190.03 120.68-567.12-1110.31 000922.SZ 64.54 298.34 78.93 25.18 0.30 63.49-76.41 601727.SH 64.29 61.37-177.46 82.17-98.09-493.85-33.35 002276.SZ 51.44-9.48 16.33 44.29 199.64 65.87 3.80 002334.SZ&50.81 496.09 13.66 43.14-91.76-54.26 119.44 300360.SZ 48.52 79.54 15.05 77.52 16.83 41.20 4.75 603703.SH 47.63-25.80 463.10 152.76-49.70-3318.34-46.25 300001.SZ 45.43 65.61 15.19 141.97-19.56 62.56-52.39 600290.SH ST 41.94 38.73 58.29 55.62 17.57-538.39-2083.01 Wind 2022 14 20%-40%&3 2 20 1 4 2022 2%2022 2022Q4 2022Q3 2022Q2 2022Q1 2021Q4 2021Q3 002339.SZ 38.46 261.95-688.70-422.67 11.25-138.01-79.69 601567.SH 37.40 980.08 109.59-43.42-3.23-89.88-28.18 300484.SZ&35.14 54.54 23.77 26.46 48.74 14.00 45.24 002300.SZ 34.53 31.14 2.96 78.92 51.46 3.32-17.14 300069.SZ 31.81 15.05 65.56 51.09 8.30 32.07-73.10 603988.SH 29.16-59.69 112.12 511.17-75.44 2704.47-113.22 301012.SZ 27.90-69.34-20.59 61.16 184.68 11.29 5.16 000682.SZ 26.06 26.01 28.87 24.32 24.17 37.52 16.05 600875.SH 24.71-16.14 40.15 18.56 46.31-18.62 33.48 300183.SZ 22.44 11.48 8.47 78.89 44.96-23.74-8.02 688160.SH&21.88 43.84 22.61 32.17-13.11 1.33 16.45 002851.SZ 21.56 147.70-36.37 32.14-9.25-45.09 0.39 300124.SZ&20.89 14.19 19.48 37.18 11.00 79.70 28.34 601126.SH 20.21 55.47 0.50 11.19 38.31-32.89-28.18 Wind 2022 25 0%-20%6 4&2 1 5 2022 3%2022 2022Q4 2022Q3 2022Q2 2022Q1 2021Q4 2021Q3 601877.SH 19.47 37.31 61.60-35.14 384.10-81.59-24.50 600885.SH 17.39 15.43 15.66 18.12 20.78 2.90 25.28 300447.SZ 15.79-26.38 26.89 9.53 41.06-28.83 32.41 002606.SZ 15.35 33.98 281.90-12.43-29.32 337.19-46.79 603195.SH 14.68 44.10 8.76 6.37 5.68-19.65-1.30 600406.SH 14.24 13.93 14.53 5.41 88.37 6.37 15.10 002451.SZ 14.15-13.93 35.83-398.37 264.61-76.04 544.32 600379.SH 13.29-1.03 42.53 13.44 1.04 14.42-26.22 601179.SH 12.55-33.64 12.18 57.13 47.59 420.91 0.15 002533.SZ 11.85 52.42-6.33-6.46 26.60-6.09-1.03 688698.SH&10.37-3.38 3.93 8.83 40.99 92.27 47.67 300129.SZ 6.33 103.66 147.22-62.93-18.15-56.60-75.88 002184.SZ 5.44 31.86 8.01-28.43 29.27 8.15-39.00 000400.SZ 4.81-23.54 29.42 2.05 21.72-28.81-4.99 002730.SZ 4.72-12.31 10.61 28.70 5.26 218.58 20.88 600869.SH 3.98-41.79 16.82 43.46-27.63 105.81 182.92 002664.SZ 3.37 144.65 12.62-35.83-42.84-79.79-16.62 300831.SZ 3.00-26.68-51.15 76.63 2953.22 1056.17 334.68 002255.SZ 2.12-3.18-18.21 46.26-25.25 6.74 17.26 002028.SZ 1.90 40.74-2.07 10.98-45.73 206.71-14.09 21 300349.SZ 1.36 26.92 25.13-20.83-13.22 159.79-50.29 002498.SZ 1.10 54.15-22.10-1.51 17.02-7.87 44.51 002979.SZ&0.91-65.33 77.73-18.25-10.64 1.90 5.75 002706.SZ 0.77 0.83-5.99 2.20 12.72 26.21 15.04 300286.SZ 0.32-6.21 1.21 2.28 2.35 274.55-5.44 Wind 2022 54 8&7 6 5 4 3 2 1 4.2 2023 2023 40%42&6 5 4 3 2 1 6 2023 Q1 1%2023Q1 2022Q4 2022Q3 2022Q2 2022Q1 2021Q4 002334.SZ&3016.70 496.09 13.66 43.14-91.76-54.26 601727.SH 2802.32 61.37-177.46 82.17-98.09-493.85 002546.SZ 1130.67-105.52-147.34-50.73-134.52 75.69 300444.SZ 1122.42 22.23-208.69-706.06-323.97-8905.69 002527.SZ&751.69-4844.18-144.16-109.07-175.44 107.93 002531.SZ 506.88-12.27-44.08-26.48-93.46 15.56 300259.SZ 477.88-25.94-68.38 21.10-89.19-10.45 300349.SZ 390.00 26.92 25.13-20.83-13.22 159.79 002518.SZ 330.38 128.05 123.44 75.89-36.73 32.92 600312.SH 276.10 200.05 28.21-18.27 206.72-422.74 002112.SZ 270.44 337.77 26.54 124.09 34.43-13.49 002560.SZ 188.57 247.99 23604.52-22.71-36.93-56.13 600517.SH 187.11 1.43-39.86 11.43-31.17 10.24 300018.SZ 155.77-151.22 61.81-67.71-302.66-23.92 002576.SZ 151.82 62.35-42.52-34.01-65.03-59.87 002169.SZ&149.32 102.45 436.24 100.83-119.71-248.81 002276.SZ 125.93-9.48 16.33 44.29 199.64 65.87 002380.SZ 121.41-3539.91 144.05-17.13-49.88-140.60 002851.SZ 119.12 147.70-36.37 32.14-9.25-45.09 601877.SH 109.78 37.31 61.60-35.14 384.10-81.59 300011.SZ 104.46-423.85 90.65-50.59-490.94 109.39 300032.SZ 96.52 108.58-49.06-99.47 45.16-22.38 002730.SZ 95.11-12.31 10.61 28.70 5.26 218.58 300125.SZ&75.51 153.85 121.35-296.26-1107.37 29.95 300360.SZ 68.55 79.54 15.05 77.52 16.83 41.20 300427.SZ 66.89 98.41 64.25-43.17-11.60-11129.14 300139.SZ 64.21-795.11-102.79 506.52-9326.82 92.60 22 601567.SH 63.84 980.08 109.59-43.42-3.23-89.88 300153.SZ 63.41 372.73 249.48-85.15 67.19 96.98 002358.SZ 60.36 95.62 237.94 124.17 89.24 57.35 002350.SZ 54.26-36.62-91.69 94.34-200.50 175.28 002533.SZ 54.19 52.42-6.33-6.46 26.60-6.09 300332.SZ&53.86-33.49 414.35 125.81 1585.83 637.34 600268.SH 52.08-20.61-77.06 596.86 3.43 5.56 600089.SH 51.34 133.89 99.12 283.33 47.28 131.26 000400.SZ 48.48-23.54 29.42 2.05 21.72-28.81 002335.SZ 46.32-125.90 23.80-24.55 2.71 23.32 002184.SZ 45.15 31.86 8.01-28.43 29.27 8.15 300129.SZ 45.13 103.66 147.22-62.93-18.15-56.60 002028.SZ 43.54 40.74-2.07 10.98-45.73 206.71 688698.SH&42.99-3.38 3.93 8.83 40.99 92.27 601179.SH 42.26-33.64 12.18 57.13 47.59 420.91 Wind 2023 15 20%-40%4 3 2 1 7 2023 Q1 2%2023Q1 2022Q4 2022Q3 2022Q2 2022Q1 2021Q4 600869.SH 39.01-41.79 16.82 43.46-27.63 105.81 600406.SH 38.68 13.93 14.53 5.41 88.37 6.37 600379.SH 38.04-1.03 42.53 13.44 1.04 14.42 002196.SZ 36.98-764.98 90.75-8262.48-12.29 108.12 300222.SZ 36.23 11.91 66.99 41.68-112.78 28.08 300371.SZ 34.39-74.94 4.85 15.91-47.28 43.38 300286.SZ 32.65-6.21 1.21 2.28 2.35 274.55 000922.SZ 30.94 298.34 78.93 25.18 0.30 63.49 600580.SH 30.05-95.01 13.76 4.72 50.46 30.28 002498.SZ 29.65 54.15-22.10-1.51 17.02-7.87 000682.SZ 26.32 26.01 28.87 24.32 24.17 37.52 600112.SH ST 25.94-149.69-50.16 1648.87-240.92 310.47 002664.SZ 24.44 144.65 12.62-35.83-42.84-79.79 002266.SZ 22.19-4.77-32.16-65.51-28.45-23.87 688611.SH 20.41-55.77-115.46 88.60 48.75-13.33 Wind 2023 27 0%-20%&4 3 2 1 23 8 2023 Q1 3%2023Q1 2022Q4 2022Q3 2022Q2 2022Q1 2021Q4 300001.SZ 18.98 65.61 15.19 141.97-19.56 62.56 688395.SH&18.73-75.01-32.15-40.56-3.45-23.26 300208.SZ&18.28 59.59-459.23-25.80-1616.18 70.43 002706.SZ 17.84 0.83-5.99 2.20 12.72 26.21 002323.SZ 17.63 97.86 185.37 576.40 166.57-1944.89 600885.SH 16.35 15.43 15.66 18.12 20.78 2.90 002249.SZ 15.76 82.55-6.72 62.31 12.54-29.75 300447.SZ 15.74-26.38 26.89 9.53 41.06-28.83 600202.SH 15.35-84.94 415.89-101.82 4.29-38.18 300105.SZ&15.35-42.21 105.73 1194.82-6.16 13.94 002630.SZ 14.95 31.43-48.49-69.43-186.21 9.41 603195.SH 14.74 44.10 8.76 6.37 5.68-19.65 002441.SZ 12.81-124.43-20.30-3.34 20.08 4914.18 002121.SZ 11.44 100.33 174.16 6.77-18.70-145.21 002364.SZ 10.97-615.09-81.55-87.02-69.76 223.62 002255.SZ 10.44-3.18-18.21 46.26-25.25 6.74 002090.SZ 10.22-86.66 599.92-61.55-72.13 194.22 601126.SH 10.13 55.47 0.50 11.19 38.31-32.89 600875.SH 10.04-16.14 40.15 18.56 46.31-18.62 601222.SH 10.03 43.90 7.62-37.92 3.68 37.14 002300.SZ 9.84 31.14 2.96 78.92 51.46 3.32 300141.SZ 7.92-173.00 1231.55-467.45-242.99 117.24 600475.SH 6.58 7.61-29.99-0.26 0.2