mbx/mb-project-info.git

"所属链条","链内估值排序","代码","公司","产品同行组","价格日期","收盘价","当前总股本亿股","股本核验日","市值亿元","中报期末","中报收入亿元","收入同比百分比","中报扣非亿元","扣非同比百分比","中报经营现金流亿元","集团毛利率","目标分部毛利率","TTM扣非PE","前瞻PE","PB","PS","基准下沿","基准上沿","乐观上沿","估值标签","估值位置依据","估值位置百分比","同行PE中位数","相对同行中位数百分比","同行样本数","估值日期","预测锚日期","预测样本数","置信度","关键风险","真实缺口","正式报告","估值快照","中报来源","原快照股本亿股","股本变化百分比","估值版本"
"AI服务器PCB/载板","1","300476.SZ","胜宏科技","PCB制造","2026-09-04","219.5","9.827848","2026-09-05","2157.21","2026-06-30","116.29","28.8","24.18","12.5","29.11","未结构化提取","未单列披露","47.2","26","5.7","9.9","197.63","448.48","893.96","基本合理","相对基准中枢","-32.1","55.3","-14.6","3","2026-09-03","2026-08-31","2","中","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/300476.SZ/胜宏科技价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/300476.SZ/胜宏科技估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","9.827848","0","VAL-8f1834e41ae392a1d3ebcb0b"
"AI服务器PCB/载板","2","002916.SZ","深南电路","PCB制造","2026-09-04","331.8","6.811666","2026-09-05","2260.11","2026-06-30","152.96","46.3","22.39","76.9","15.02","未结构化提取","未单列披露","55.3","38.2","12.5","7.9","202.66","459.89","916.72","基本合理","相对基准中枢","0.2","47.2","17.2","3","2026-09-03","2026-09-01","8","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/002916.SZ/深南电路价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/002916.SZ/深南电路估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","6.811666","0","VAL-be7f790bd29cf68b677ac8b6"
"AI服务器PCB/载板","3","002938.SZ","鹏鼎控股","PCB制造","2026-09-04","83.29","23.175367","2026-09-05","1930.28","2026-06-30","172.17","5.1","8.92","-22.3","31.83","未结构化提取","未单列披露","58.9","37.2","5.6","4.8","48.89","110.94","218.72","基本合理","相对基准中枢","4.2","47.2","24.8","3","2026-08-26","2026-08-25","8","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/002938.SZ/鹏鼎控股价格合理性评估.md","ana-data/result/股票估值/当前估值/002938.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","23.18051","-0.02","VAL-c0a99392294b45e9a91204c8"
"AI服务器PCB/载板","4","002463.SZ","沪电股份","PCB制造","2026-09-04","111.5","19.243635","2026-09-05","2145.67","2026-06-30","136.89","61.2","27.95","70","11.51","未结构化提取","未单列披露","43.7",,"11.9","8.9","65.08","143.56","286.16","基本合理","相对基准中枢","6.9","55.3","-21","3","2026-08-26","","0","中低","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；无可用的中报后机构一致预期","ana-data/result/股票估值/当前估值/002463.SZ/沪电股份价格合理性评估.md","ana-data/result/股票估值/当前估值/002463.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","19.243635","0","VAL-074c3f11ae8acf83e19d85d0"
"AI服务器PCB/载板","5","600183.SH","生益科技","覆铜板与材料","2026-09-04","137.5","24.290037","2026-09-05","3339.88","2026-06-30","190.26","50","29.08","111","29.83","未结构化提取","未单列披露","71","46.2","18.1","9.6","69.58","157.9","314.75","基本合理","相对基准中枢","20.9","146.5","-51.5","3","2026-08-26","2026-08-24","7","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/600183.SH/生益科技价格合理性评估.md","ana-data/result/股票估值/当前估值/600183.SH/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","24.291192","-0","VAL-373015ff2a967cfc99f99b4d"
"AI服务器PCB/载板","6","688630.SH","芯碁微装","PCB设备","2026-09-04","370.8","1.465051","2026-09-05","543.24","2026-06-30","11.06","69","2.77","104","2.92","未结构化提取","未单列披露","130","84.1","10.3","29.2","109.04","247.43","483.72","偏贵","高于基准上沿","49.9",,,"0","2026-09-03","2026-09-02","6","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/688630.SH/芯碁微装价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/688630.SH/芯碁微装估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","1.465051","0","VAL-0ae4963ca36c3d4f75260bb3"
"AI服务器PCB/载板","7","301200.SZ","大族数控","PCB设备","2026-09-04","254.4","4.890077","2026-09-05","1244.04","2026-06-30","49.85","109.3","9.53","281.4","-10.75","未结构化提取","未单列披露","81.6","59.8","10.3","14.9","53.08","125.48","249.35","明显偏贵","高于基准上沿","102.7",,,"0","2026-08-26","2026-08-25","3","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；基准区间已按当前总股本重述，原快照股本变化2.74%","ana-data/result/股票估值/当前估值/301200.SZ/大族数控价格合理性评估.md","ana-data/result/股票估值/当前估值/301200.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","4.75961","2.74","VAL-babff05054d23fb22d73a8ff"
"AI服务器PCB/载板","8","688519.SH","南亚新材","覆铜板与材料","2026-09-04","267.14","2.351804","2026-09-05","628.26","2026-06-30","42.24","83.2","4.53","457.8","-0.24","未结构化提取","未单列披露","106.5",,"19.2","8.8","46.77","126.5","233.86","明显偏贵","高于基准上沿","111.2","146.5","-27.3","3","2026-09-05","","0","中低","覆铜板具明显周期性，价格、铜价、稼动率与产品结构变化会放大利润波动。；当前估值已提前计入高端材料渗透与份额提升，若订单、良率或现金回收不及预期将面临压缩。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；无可用的中报后机构一致预期","ana-data/result/股票估值/当前估值/688519.SH/南亚新材价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/688519.SH/南亚新材估值快照_当前.json","https://static.cninfo.com.cn/finalpage/2026-08-29/1225528689.PDF","2.351804","0","VAL-031486a5967b15aedb08a35d"
"AI服务器PCB/载板","9","688300.SH","联瑞新材","覆铜板与材料","2026-09-04","163.68","2.414692","2026-09-05","395.24","2026-06-30","6.29","21.2","1.33","4.4","0.58","未结构化提取","未单列披露","146.5","101.9","22.1","32.2","22.56","53.09","99.43","明显偏贵","高于基准上沿","208.3","106.5","37.6","3","2026-08-26","2026-08-18","3","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/688300.SH/联瑞新材价格合理性评估.md","ana-data/result/股票估值/当前估值/688300.SH/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","2.414692","0","VAL-bbf2c84950a1a4a83aa21949"
"AI服务器PCB/载板","10","301217.SZ","铜冠铜箔","覆铜板与材料","2026-09-04","100.87","8.290155","2026-09-05","836.23","2026-06-30","40.21","34.2","2.07","754.2","-2.85","未结构化提取","未单列披露","364",,"14.9","10.8","3.53","8.66","16.73","明显偏贵","高于基准上沿","1064.9","106.5","241.8","3","2026-09-03","","0","中低","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；无可用的中报后机构一致预期","ana-data/result/股票估值/当前估值/301217.SZ/铜冠铜箔价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/301217.SZ/铜冠铜箔估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","8.290155","0","VAL-55bbbdd80323d77c9d3cdf02"
"CPO/高速光互联","1","300502.SZ","新易盛","高速光模块","2026-09-04","386","13.942567","2026-09-05","5381.83","2026-06-30","209.1","100.3","75.11","90.9","16.16","未结构化提取","未单列披露","41.1","26.6","22.2","15.2","316.98","719.31","1418.06","基本合理","相对基准中枢","-25.5","122","-66.3","4","2026-08-26","2026-08-25","3","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；基准区间已按当前总股本重述，原快照股本变化40.27%","ana-data/result/股票估值/当前估值/300502.SZ/新易盛价格合理性评估.md","ana-data/result/股票估值/当前估值/300502.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","9.940093","40.27","VAL-464d44633f551f6c39bf6777"
"CPO/高速光互联","2","300308.SZ","中际旭创","高速光模块","2026-09-04","814","11.779096","2026-09-05","9588.18","2026-06-30","417.78","182.5","130.92","229.3","18","未结构化提取","未单列披露","48.4","26.8","24.1","14.7","662.87","1504.21","2965.44","基本合理","相对基准中枢","-24.9","122","-60.3","4","2026-08-26","2026-08-24","5","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；基准区间已按当前总股本重述，原快照股本变化6.01%","ana-data/result/股票估值/当前估值/300308.SZ/中际旭创价格合理性评估.md","ana-data/result/股票估值/当前估值/300308.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","11.111183","6.01","VAL-cfa213e74e72bd6ac139634d"
"CPO/高速光互联","3","300548.SZ","长芯博创","高速光模块","2026-09-04","193.78","2.948048","2026-09-05","571.27","2026-06-30","16.88","40.7","3.15","94.5","3.11","未结构化提取","未单列披露","120.3","61.9","27.3","18.9","68.38","155.17","305.9","偏贵","高于基准上沿","24.9","86","39.9","4","2026-08-26","2026-08-25","2","中","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；基准区间已按当前总股本重述，原快照股本变化1.11%","ana-data/result/股票估值/当前估值/300548.SZ/长芯博创价格合理性评估.md","ana-data/result/股票估值/当前估值/300548.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","2.915714","1.11","VAL-be0d10e0416b621abc9a798c"
"CPO/高速光互联","4","002281.SZ","光迅科技","高速光模块","2026-09-04","167.7","8.278488","2026-09-05","1388.3","2026-06-30","66.1","26.1","5.68","57.8","-12.36","未结构化提取","未单列披露","123.6","80.7","9.6","10.4","48.62","116.87","232.96","偏贵","高于基准上沿","43.5","84.4","46.5","4","2026-08-26","2026-08-20","1","中","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；基准区间已按当前总股本重述，原快照股本变化2.62%","ana-data/result/股票估值/当前估值/002281.SZ/光迅科技价格合理性评估.md","ana-data/result/股票估值/当前估值/002281.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","8.066758","2.62","VAL-f46ca65d5bf22d0b3112eec0"
"CPO/高速光互联","5","300394.SZ","天孚通信","光引擎与光器件","2026-09-04","248.7","10.908251","2026-09-05","2712.88","2026-06-30","28.28","15.1","11.86","36.8","10.01","未结构化提取","未单列披露","118.2","74.7","43.4","49","72.72","165.01","325.31","偏贵","高于基准上沿","50.7","147.7","-20","3","2026-08-26","2026-08-24","7","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；基准区间已按当前总股本重述，原快照股本变化40.31%","ana-data/result/股票估值/当前估值/300394.SZ/天孚通信价格合理性评估.md","ana-data/result/股票估值/当前估值/300394.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","7.774159","40.31","VAL-d5de81ecb5c589be86d7be0c"
"CPO/高速光互联","6","300570.SZ","太辰光","光引擎与光器件","2026-09-04","180","2.271269","2026-09-05","408.83","2026-06-30","10.01","20.8","1.64","-2.6","-0.73","未结构化提取","未单列披露","147.7","80.1","24.5","23.8","49.09","111.39","219.6","偏贵","高于基准上沿","61.6","137.4","7.5","3","2026-08-26","2026-08-19","6","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/300570.SZ/太辰光价格合理性评估.md","ana-data/result/股票估值/当前估值/300570.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","2.271269","0","VAL-e2768c624dd4b1f5b253754f"
"CPO/高速光互联","7","688498.SH","源杰科技","光芯片","2026-09-04","1466","1.245004","2026-09-05","1825.18","2026-06-30","9.25","351.4","5.14","1033.7","4.88","未结构化提取","未单列披露","286.8","129.1","58.1","138.1","287.38","652.13","1299.9","明显偏贵","高于基准上沿","124.8",,,"0","2026-09-03","2026-09-01","3","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/688498.SH/源杰科技价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/688498.SH/源杰科技估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","1.245004","0","VAL-b8763a2faaf00a4563df70d1"
"CPO/高速光互联","8","688313.SH","仕佳光子","光引擎与光器件","2026-09-04","141.62","4.519863","2026-09-05","640.1","2026-06-30","14.95","50.7","3.09","44.4","-3.8","未结构化提取","未单列披露","137.4","82.8","37.3","24.3","21.36","50.48","100.32","明显偏贵","高于基准上沿","180.5","147.7","-7","3","2026-08-26","2026-08-17","8","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/688313.SH/仕佳光子价格合理性评估.md","ana-data/result/股票估值/当前估值/688313.SH/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","4.519863","0","VAL-3a53bada94b9ad8c422c9a46"
"CPO/高速光互联","9","301205.SZ","联特科技","高速光模块","2026-09-04","285","1.300845","2026-09-05","370.74","2026-06-30","6.96","38.1","0.02","-90.1","-2.34","未结构化提取","未单列披露","573.1","155.8","22.7","25.6","25.69","64.04","119.93","明显偏贵","高于基准上沿","345.1","84.4","579.4","4","2026-09-03","2026-08-28","1","中","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/301205.SZ/联特科技价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/301205.SZ/联特科技估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","1.300845","0","VAL-733db7e03712bcbc82cfb902"
"CPO/高速光互联","10","300620.SZ","光库科技","光引擎与光器件","2026-09-04","279","2.491805","2026-09-05","695.21","2026-06-30","10.32","72.9","1.31","216.3","-1.61","未结构化提取","未单列披露","302.5",,"30.8","36.4","21.95","48.42","95.46","明显偏贵","高于基准上沿","476.2","137.4","120.2","3","2026-08-26","","0","中低","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；无可用的中报后机构一致预期","ana-data/result/股票估值/当前估值/300620.SZ/光库科技价格合理性评估.md","ana-data/result/股票估值/当前估值/300620.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","2.491805","0","VAL-62080a19317bcc19c574e6b7"
"MLCC/高端被动元件","1","603267.SH","鸿远电子","MLCC与陶瓷电容","2026-09-04","47.5","2.310809","2026-09-05","109.76","2026-06-30","9.23","-9.3","1.07","-40.1","0.66","未结构化提取","未单列披露","76.5","24.9","2.4","6.5","47.53","114.25","213.5","偏低","低于基准下沿","-0.1","72.3","5.8","5","2026-09-03","2026-09-01","1","中","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/603267.SH/鸿远电子价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/603267.SH/鸿远电子估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","2.310809","0","VAL-c1a841497a44a40801721d12"
"MLCC/高端被动元件","2","603678.SH","火炬电子","MLCC与陶瓷电容","2026-09-04","43.59","4.755666","2026-09-05","207.3","2026-06-30","31.07","75.4","1.34","-47","-2.26","未结构化提取","未单列披露","116.2","39.7","3.2","3.8","27.42","62.23","116.29","基本合理","相对基准中枢","-2.8","72.3","60.7","5","2026-08-26","2026-08-23","2","中","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/603678.SH/火炬电子价格合理性评估.md","ana-data/result/股票估值/当前估值/603678.SH/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","4.755666","0","VAL-93c0929c4f07c3b420bb0f60"
"MLCC/高端被动元件","3","300726.SZ","宏达电子","MLCC与陶瓷电容","2026-09-04","48.8","4.118398","2026-09-05","200.98","2026-06-30","9.1","6.3","1.96","13.7","3.78","未结构化提取","未单列披露","57.1",,"4.1","10.4","23.26","51.3","95.87","基本合理","相对基准中枢","30.9","76.5","-25.4","5","2026-09-03","","0","中低","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；无可用的中报后机构一致预期","ana-data/result/股票估值/当前估值/300726.SZ/宏达电子价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/300726.SZ/宏达电子估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","4.118398","0","VAL-ca5e0efda8ef5b55362db3fa"
"MLCC/高端被动元件","4","002138.SZ","顺络电子","电感与磁性元件","2026-09-04","44.49","8.063184","2026-09-05","358.73","2026-06-30","38.59","19.7","4.34","-6.2","6.26","未结构化提取","未单列披露","37.8","28.4","5.5","4.9","19.52","46.14","91.68","基本合理","相对基准中枢","35.5",,,"0","2026-08-26","2026-08-05","3","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/002138.SZ/顺络电子价格合理性评估.md","ana-data/result/股票估值/当前估值/002138.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","8.063184","0","VAL-b8383a11b075900820bb86b0"
"MLCC/高端被动元件","5","301566.SZ","达利凯普","MLCC与陶瓷电容","2026-09-04","23.66","4.0001","2026-09-05","94.64","2026-06-30","2.45","25.5","1.02","23.7","0.47","未结构化提取","未单列披露","57.8",,"5.9","23","10.62","24","37.5","基本合理","相对基准中枢","36.7","76.5","-24.4","5","2026-09-05","","0","中低","细分市场容量、客户集中与认证周期可能限制收入放量。；高毛利和稀缺性若未转化为持续增长，当前较高TTM PE会压缩安全边际。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；无可用的中报后机构一致预期","ana-data/result/股票估值/当前估值/301566.SZ/达利凯普价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/301566.SZ/达利凯普估值快照_当前.json","https://static.cninfo.com.cn/finalpage/2026-08-28/1225517641.PDF","4.0001","0","VAL-c904860db483f7664af5ac31"
"MLCC/高端被动元件","6","002859.SZ","洁美科技","载带与离型膜","2026-09-04","61.44","4.53642","2026-09-05","278.72","2026-06-30","11.69","21.4","1.01","6.5","1.05","未结构化提取","未单列披露","126","71.5","7.3","12.1","18.78","42.61","84","偏贵","高于基准上沿","44.2",,,"0","2026-08-26","2026-08-19","2","中","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率；基准区间已按当前总股本重述，原快照股本变化5.27%","ana-data/result/股票估值/当前估值/002859.SZ/洁美科技价格合理性评估.md","ana-data/result/股票估值/当前估值/002859.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","4.309373","5.27","VAL-ff9321c582895c52f737d559"
"MLCC/高端被动元件","7","300408.SZ","三环集团","MLCC与陶瓷电容","2026-09-04","108.4","19.967186","2026-09-05","2164.44","2026-06-30","64.23","54.8","18.09","69.7","12.97","未结构化提取","未单列披露","72.3","46.9","9.6","19.2","27.84","65.8","130.75","偏贵","高于基准上沿","64.7","76.5","-5.5","5","2026-09-03","2026-09-01","4","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/300408.SZ/三环集团价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/300408.SZ/三环集团估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","19.967186","0","VAL-b14f011eb23448571476963b"
"MLCC/高端被动元件","8","605376.SH","博迁新材","电子陶瓷材料","2026-09-04","133.24","2.616","2026-09-05","348.56","2026-06-30","8.9","71.6","1.29","31.1","-0.5","未结构化提取","未单列披露","146.4","66.3","19.1","22.9","28.55","67.19","125.84","明显偏贵","高于基准上沿","98.3",,,"0","2026-09-03","2026-09-01","3","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/605376.SH/博迁新材价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/605376.SH/博迁新材估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","2.616","0","VAL-30cbfef59ce83a53f02e4355"
"MLCC/高端被动元件","9","000636.SZ","风华高科","MLCC与陶瓷电容","2026-09-04","48.41","11.474904","2026-09-05","555.5","2026-06-30","35","26.3","2.88","68.8","1.61","未结构化提取","未单列披露","140.6","71.1","4.4","8.6","8.5","20.09","39.92","明显偏贵","高于基准上沿","141","72.3","94.5","5","2026-09-03","2026-08-31","2","中","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/000636.SZ/风华高科价格合理性评估_当前.md","ana-data/result/股票估值/当前估值/000636.SZ/风华高科估值快照_当前.json","https://datacenter-web.eastmoney.com/api/data/v1/get","11.474904","0","VAL-ff6e1f670ec74dbc9f38b73e"
"MLCC/高端被动元件","10","300285.SZ","国瓷材料","电子陶瓷材料","2026-09-04","60.39","9.970483","2026-09-05","602.12","2026-06-30","25.13","16.6","3.61","12.5","4.56","未结构化提取","未单列披露","93.3","69.8","8.2","12.2","8.78","21.45","42.28","明显偏贵","高于基准上沿","181.6",,,"0","2026-08-26","2026-08-20","9","中高","中报仍可能未经审计，全年季节性、价格周期和一次性因素可能令TTM失真。；结构化财务为C1公告镜像，正式复核时优先回到交易所/巨潮原文。","目标分部毛利率未单列披露，不以集团或行业均值代填；当前快照未结构化提取集团毛利率","ana-data/result/股票估值/当前估值/300285.SZ/国瓷材料价格合理性评估.md","ana-data/result/股票估值/当前估值/300285.SZ/估值快照.json","https://datacenter-web.eastmoney.com/api/data/v1/get","9.970483","0","VAL-a49d72fb0d18a281925b7d05"