ai-valuation-analyst/worklog/2026-09-05-cpo-pcb-mlcc-h1-valuation.md

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# 2026-09-05 CPO、PCB、MLCC三条子链中报估值复核

- 范围：30家公司；价格日2026-09-04；财务期2026H1。
- 28家公司复核既有中报估值并按当前总股本重述每股区间。
- 南亚新材、达利凯普完成新估值并通过现有MySQL导入合同接入台账。
- 30/30前复权收盘与同日未复权报价相等，市值=收盘价×当前总股本。
- 目标分部毛利率未统一单列时保持缺口，不用集团或行业均值代填。
- 未运行全市场daily，未改写历史daily_judgement，未修改估值程序/schema。

## 结果

- ana-data\result\股票估值\半导体三子链H1横向比较\CPO_PCB_MLCC_30家公司H1估值横向比较.csv | 30141 bytes | 241D557E9461A7BBED740722E22C7F043E78F7FE036812F5CA65E92BD48AB212
- ana-data\result\股票估值\半导体三子链H1横向比较\CPO_PCB_MLCC_30家公司H1估值横向比较.md | 7908 bytes | 8A8203852710502A061AA670DDC910E57A13F462D100BF4808AACF76841ECF49
- ana-data\cases\股票估值\BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001\capital_basis_reconciliation.json | 63022 bytes | B4A83ABF0CF843196A81A470DB6ACF09E29FE7496197CE7FD9068575E204AF73

 ana-data/cases/股票估值/BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001/capital_basis_reconciliation.json

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{
  "schema_version": 1,
  "batch_id": "BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001",
  "price_date": "2026-09-04",
  "shares_verified_at": "2026-09-05",
  "report_period_end": "2026-06-30",
  "target_count": 30,
  "h1_snapshot_count": 30,
  "quote_front_close_match_count": 30,
  "existing_h1_valuations_reconciled": 28,
  "newly_created_and_imported": [
    "688519.SH",
    "301566.SZ"
  ],
  "rows": [
    {
      "所属链条": "AI服务器PCB/载板",
      "代码": "300476.SZ",
      "公司": "胜宏科技",
      "产品同行组": "PCB制造",
      "价格日期": "2026-09-04",
      "收盘价": 219.5,
      "当前总股本亿股": 9.827848,
      "股本核验日": "2026-09-05",
      "市值亿元": 2157.21,
      "中报期末": "2026-06-30",
      "中报收入亿元": 116.29,
      "收入同比百分比": 28.8,
      "中报扣非亿元": 24.18,
      "扣非同比百分比": 12.5,
      "中报经营现金流亿元": 29.11,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 47.2,
      "前瞻PE": 26.0,
      "PB": 5.7,
      "PS": 9.9,
      "基准下沿": 197.63,
      "基准上沿": 448.48,
      "乐观上沿": 893.96,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": -32.1,
      "同行PE中位数": 55.3,
      "相对同行中位数百分比": -14.6,
      "同行样本数": 3,
      "估值日期": "2026-09-03",
      "预测锚日期": "2026-08-31",
      "预测样本数": 2,
      "置信度": "中",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/300476.SZ/胜宏科技估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 9.827848,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-8f1834e41ae392a1d3ebcb0b",
      "链内估值排序": 1
    },
    {
      "所属链条": "AI服务器PCB/载板",
      "代码": "002916.SZ",
      "公司": "深南电路",
      "产品同行组": "PCB制造",
      "价格日期": "2026-09-04",
      "收盘价": 331.8,
      "当前总股本亿股": 6.811666,
      "股本核验日": "2026-09-05",
      "市值亿元": 2260.11,
      "中报期末": "2026-06-30",
      "中报收入亿元": 152.96,
      "收入同比百分比": 46.3,
      "中报扣非亿元": 22.39,
      "扣非同比百分比": 76.9,
      "中报经营现金流亿元": 15.02,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 55.3,
      "前瞻PE": 38.2,
      "PB": 12.5,
      "PS": 7.9,
      "基准下沿": 202.66,
      "基准上沿": 459.89,
      "乐观上沿": 916.72,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": 0.2,
      "同行PE中位数": 47.2,
      "相对同行中位数百分比": 17.2,
      "同行样本数": 3,
      "估值日期": "2026-09-03",
      "预测锚日期": "2026-09-01",
      "预测样本数": 8,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/002916.SZ/深南电路估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 6.811666,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-be7f790bd29cf68b677ac8b6",
      "链内估值排序": 2
    },
    {
      "所属链条": "AI服务器PCB/载板",
      "代码": "002938.SZ",
      "公司": "鹏鼎控股",
      "产品同行组": "PCB制造",
      "价格日期": "2026-09-04",
      "收盘价": 83.29,
      "当前总股本亿股": 23.175367,
      "股本核验日": "2026-09-05",
      "市值亿元": 1930.28,
      "中报期末": "2026-06-30",
      "中报收入亿元": 172.17,
      "收入同比百分比": 5.1,
      "中报扣非亿元": 8.92,
      "扣非同比百分比": -22.3,
      "中报经营现金流亿元": 31.83,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 58.9,
      "前瞻PE": 37.2,
      "PB": 5.6,
      "PS": 4.8,
      "基准下沿": 48.89,
      "基准上沿": 110.94,
      "乐观上沿": 218.72,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": 4.2,
      "同行PE中位数": 47.2,
      "相对同行中位数百分比": 24.8,
      "同行样本数": 3,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-25",
      "预测样本数": 8,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/002938.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 23.18051,
      "股本变化百分比": -0.02,
      "估值版本": "VAL-c0a99392294b45e9a91204c8",
      "链内估值排序": 3
    },
    {
      "所属链条": "AI服务器PCB/载板",
      "代码": "002463.SZ",
      "公司": "沪电股份",
      "产品同行组": "PCB制造",
      "价格日期": "2026-09-04",
      "收盘价": 111.5,
      "当前总股本亿股": 19.243635,
      "股本核验日": "2026-09-05",
      "市值亿元": 2145.67,
      "中报期末": "2026-06-30",
      "中报收入亿元": 136.89,
      "收入同比百分比": 61.2,
      "中报扣非亿元": 27.95,
      "扣非同比百分比": 70.0,
      "中报经营现金流亿元": 11.51,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 43.7,
      "前瞻PE": null,
      "PB": 11.9,
      "PS": 8.9,
      "基准下沿": 65.08,
      "基准上沿": 143.56,
      "乐观上沿": 286.16,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": 6.9,
      "同行PE中位数": 55.3,
      "相对同行中位数百分比": -21.0,
      "同行样本数": 3,
      "估值日期": "2026-08-26",
      "预测锚日期": "",
      "预测样本数": 0,
      "置信度": "中低",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/002463.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 19.243635,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-074c3f11ae8acf83e19d85d0",
      "链内估值排序": 4
    },
    {
      "所属链条": "AI服务器PCB/载板",
      "代码": "600183.SH",
      "公司": "生益科技",
      "产品同行组": "覆铜板与材料",
      "价格日期": "2026-09-04",
      "收盘价": 137.5,
      "当前总股本亿股": 24.290037,
      "股本核验日": "2026-09-05",
      "市值亿元": 3339.88,
      "中报期末": "2026-06-30",
      "中报收入亿元": 190.26,
      "收入同比百分比": 50.0,
      "中报扣非亿元": 29.08,
      "扣非同比百分比": 111.0,
      "中报经营现金流亿元": 29.83,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 71.0,
      "前瞻PE": 46.2,
      "PB": 18.1,
      "PS": 9.6,
      "基准下沿": 69.58,
      "基准上沿": 157.9,
      "乐观上沿": 314.75,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": 20.9,
      "同行PE中位数": 146.5,
      "相对同行中位数百分比": -51.5,
      "同行样本数": 3,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-24",
      "预测样本数": 7,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/600183.SH/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 24.291192,
      "股本变化百分比": -0.0,
      "估值版本": "VAL-373015ff2a967cfc99f99b4d",
      "链内估值排序": 5
    },
    {
      "所属链条": "AI服务器PCB/载板",
      "代码": "688630.SH",
      "公司": "芯碁微装",
      "产品同行组": "PCB设备",
      "价格日期": "2026-09-04",
      "收盘价": 370.8,
      "当前总股本亿股": 1.465051,
      "股本核验日": "2026-09-05",
      "市值亿元": 543.24,
      "中报期末": "2026-06-30",
      "中报收入亿元": 11.06,
      "收入同比百分比": 69.0,
      "中报扣非亿元": 2.77,
      "扣非同比百分比": 104.0,
      "中报经营现金流亿元": 2.92,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 130.0,
      "前瞻PE": 84.1,
      "PB": 10.3,
      "PS": 29.2,
      "基准下沿": 109.04,
      "基准上沿": 247.43,
      "乐观上沿": 483.72,
      "估值标签": "偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 49.9,
      "同行PE中位数": null,
      "相对同行中位数百分比": null,
      "同行样本数": 0,
      "估值日期": "2026-09-03",
      "预测锚日期": "2026-09-02",
      "预测样本数": 6,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/688630.SH/芯碁微装估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 1.465051,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-0ae4963ca36c3d4f75260bb3",
      "链内估值排序": 6
    },
    {
      "所属链条": "AI服务器PCB/载板",
      "代码": "301200.SZ",
      "公司": "大族数控",
      "产品同行组": "PCB设备",
      "价格日期": "2026-09-04",
      "收盘价": 254.4,
      "当前总股本亿股": 4.890077,
      "股本核验日": "2026-09-05",
      "市值亿元": 1244.04,
      "中报期末": "2026-06-30",
      "中报收入亿元": 49.85,
      "收入同比百分比": 109.3,
      "中报扣非亿元": 9.53,
      "扣非同比百分比": 281.4,
      "中报经营现金流亿元": -10.75,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 81.6,
      "前瞻PE": 59.8,
      "PB": 10.3,
      "PS": 14.9,
      "基准下沿": 53.08,
      "基准上沿": 125.48,
      "乐观上沿": 249.35,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 102.7,
      "同行PE中位数": null,
      "相对同行中位数百分比": null,
      "同行样本数": 0,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-25",
      "预测样本数": 3,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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%",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/301200.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 4.75961,
      "股本变化百分比": 2.74,
      "估值版本": "VAL-babff05054d23fb22d73a8ff",
      "链内估值排序": 7
    },
    {
      "所属链条": "AI服务器PCB/载板",
      "代码": "688519.SH",
      "公司": "南亚新材",
      "产品同行组": "覆铜板与材料",
      "价格日期": "2026-09-04",
      "收盘价": 267.14,
      "当前总股本亿股": 2.351804,
      "股本核验日": "2026-09-05",
      "市值亿元": 628.26,
      "中报期末": "2026-06-30",
      "中报收入亿元": 42.24,
      "收入同比百分比": 83.2,
      "中报扣非亿元": 4.53,
      "扣非同比百分比": 457.8,
      "中报经营现金流亿元": -0.24,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 106.5,
      "前瞻PE": null,
      "PB": 19.2,
      "PS": 8.8,
      "基准下沿": 46.77,
      "基准上沿": 126.5,
      "乐观上沿": 233.86,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 111.2,
      "同行PE中位数": 146.5,
      "相对同行中位数百分比": -27.3,
      "同行样本数": 3,
      "估值日期": "2026-09-05",
      "预测锚日期": "",
      "预测样本数": 0,
      "置信度": "中低",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/688519.SH/南亚新材估值快照_当前.json",
      "中报来源": "https://static.cninfo.com.cn/finalpage/2026-08-29/1225528689.PDF",
      "原快照股本亿股": 2.351804,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-031486a5967b15aedb08a35d",
      "链内估值排序": 8
    },
    {
      "所属链条": "AI服务器PCB/载板",
      "代码": "688300.SH",
      "公司": "联瑞新材",
      "产品同行组": "覆铜板与材料",
      "价格日期": "2026-09-04",
      "收盘价": 163.68,
      "当前总股本亿股": 2.414692,
      "股本核验日": "2026-09-05",
      "市值亿元": 395.24,
      "中报期末": "2026-06-30",
      "中报收入亿元": 6.29,
      "收入同比百分比": 21.2,
      "中报扣非亿元": 1.33,
      "扣非同比百分比": 4.4,
      "中报经营现金流亿元": 0.58,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 146.5,
      "前瞻PE": 101.9,
      "PB": 22.1,
      "PS": 32.2,
      "基准下沿": 22.56,
      "基准上沿": 53.09,
      "乐观上沿": 99.43,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 208.3,
      "同行PE中位数": 106.5,
      "相对同行中位数百分比": 37.6,
      "同行样本数": 3,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-18",
      "预测样本数": 3,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/688300.SH/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 2.414692,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-bbf2c84950a1a4a83aa21949",
      "链内估值排序": 9
    },
    {
      "所属链条": "AI服务器PCB/载板",
      "代码": "301217.SZ",
      "公司": "铜冠铜箔",
      "产品同行组": "覆铜板与材料",
      "价格日期": "2026-09-04",
      "收盘价": 100.87,
      "当前总股本亿股": 8.290155,
      "股本核验日": "2026-09-05",
      "市值亿元": 836.23,
      "中报期末": "2026-06-30",
      "中报收入亿元": 40.21,
      "收入同比百分比": 34.2,
      "中报扣非亿元": 2.07,
      "扣非同比百分比": 754.2,
      "中报经营现金流亿元": -2.85,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 364.0,
      "前瞻PE": null,
      "PB": 14.9,
      "PS": 10.8,
      "基准下沿": 3.53,
      "基准上沿": 8.66,
      "乐观上沿": 16.73,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 1064.9,
      "同行PE中位数": 106.5,
      "相对同行中位数百分比": 241.8,
      "同行样本数": 3,
      "估值日期": "2026-09-03",
      "预测锚日期": "",
      "预测样本数": 0,
      "置信度": "中低",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/301217.SZ/铜冠铜箔估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 8.290155,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-55bbbdd80323d77c9d3cdf02",
      "链内估值排序": 10
    },
    {
      "所属链条": "CPO/高速光互联",
      "代码": "300502.SZ",
      "公司": "新易盛",
      "产品同行组": "高速光模块",
      "价格日期": "2026-09-04",
      "收盘价": 386.0,
      "当前总股本亿股": 13.942567,
      "股本核验日": "2026-09-05",
      "市值亿元": 5381.83,
      "中报期末": "2026-06-30",
      "中报收入亿元": 209.1,
      "收入同比百分比": 100.3,
      "中报扣非亿元": 75.11,
      "扣非同比百分比": 90.9,
      "中报经营现金流亿元": 16.16,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 41.1,
      "前瞻PE": 26.6,
      "PB": 22.2,
      "PS": 15.2,
      "基准下沿": 316.98,
      "基准上沿": 719.31,
      "乐观上沿": 1418.06,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": -25.5,
      "同行PE中位数": 122.0,
      "相对同行中位数百分比": -66.3,
      "同行样本数": 4,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-25",
      "预测样本数": 3,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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%",
      "正式报告": "ana-data/result/股票估值/当前估值/300502.SZ/新易盛价格合理性评估.md",
      "估值快照": "ana-data/result/股票估值/当前估值/300502.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 9.940093,
      "股本变化百分比": 40.27,
      "估值版本": "VAL-464d44633f551f6c39bf6777",
      "链内估值排序": 1
    },
    {
      "所属链条": "CPO/高速光互联",
      "代码": "300308.SZ",
      "公司": "中际旭创",
      "产品同行组": "高速光模块",
      "价格日期": "2026-09-04",
      "收盘价": 814.0,
      "当前总股本亿股": 11.779096,
      "股本核验日": "2026-09-05",
      "市值亿元": 9588.18,
      "中报期末": "2026-06-30",
      "中报收入亿元": 417.78,
      "收入同比百分比": 182.5,
      "中报扣非亿元": 130.92,
      "扣非同比百分比": 229.3,
      "中报经营现金流亿元": 18.0,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 48.4,
      "前瞻PE": 26.8,
      "PB": 24.1,
      "PS": 14.7,
      "基准下沿": 662.87,
      "基准上沿": 1504.21,
      "乐观上沿": 2965.44,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": -24.9,
      "同行PE中位数": 122.0,
      "相对同行中位数百分比": -60.3,
      "同行样本数": 4,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-24",
      "预测样本数": 5,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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%",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/300308.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 11.111183,
      "股本变化百分比": 6.01,
      "估值版本": "VAL-cfa213e74e72bd6ac139634d",
      "链内估值排序": 2
    },
    {
      "所属链条": "CPO/高速光互联",
      "代码": "300548.SZ",
      "公司": "长芯博创",
      "产品同行组": "高速光模块",
      "价格日期": "2026-09-04",
      "收盘价": 193.78,
      "当前总股本亿股": 2.948048,
      "股本核验日": "2026-09-05",
      "市值亿元": 571.27,
      "中报期末": "2026-06-30",
      "中报收入亿元": 16.88,
      "收入同比百分比": 40.7,
      "中报扣非亿元": 3.15,
      "扣非同比百分比": 94.5,
      "中报经营现金流亿元": 3.11,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 120.3,
      "前瞻PE": 61.9,
      "PB": 27.3,
      "PS": 18.9,
      "基准下沿": 68.38,
      "基准上沿": 155.17,
      "乐观上沿": 305.9,
      "估值标签": "偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 24.9,
      "同行PE中位数": 86.0,
      "相对同行中位数百分比": 39.9,
      "同行样本数": 4,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-25",
      "预测样本数": 2,
      "置信度": "中",
      "关键风险": "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。",
      "真实缺口": "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%",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/300548.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 2.915714,
      "股本变化百分比": 1.11,
      "估值版本": "VAL-be0d10e0416b621abc9a798c",
      "链内估值排序": 3
    },
    {
      "所属链条": "CPO/高速光互联",
      "代码": "002281.SZ",
      "公司": "光迅科技",
      "产品同行组": "高速光模块",
      "价格日期": "2026-09-04",
      "收盘价": 167.7,
      "当前总股本亿股": 8.278488,
      "股本核验日": "2026-09-05",
      "市值亿元": 1388.3,
      "中报期末": "2026-06-30",
      "中报收入亿元": 66.1,
      "收入同比百分比": 26.1,
      "中报扣非亿元": 5.68,
      "扣非同比百分比": 57.8,
      "中报经营现金流亿元": -12.36,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 123.6,
      "前瞻PE": 80.7,
      "PB": 9.6,
      "PS": 10.4,
      "基准下沿": 48.62,
      "基准上沿": 116.87,
      "乐观上沿": 232.96,
      "估值标签": "偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 43.5,
      "同行PE中位数": 84.4,
      "相对同行中位数百分比": 46.5,
      "同行样本数": 4,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-20",
      "预测样本数": 1,
      "置信度": "中",
      "关键风险": "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。",
      "真实缺口": "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%",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/002281.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 8.066758,
      "股本变化百分比": 2.62,
      "估值版本": "VAL-f46ca65d5bf22d0b3112eec0",
      "链内估值排序": 4
    },
    {
      "所属链条": "CPO/高速光互联",
      "代码": "300394.SZ",
      "公司": "天孚通信",
      "产品同行组": "光引擎与光器件",
      "价格日期": "2026-09-04",
      "收盘价": 248.7,
      "当前总股本亿股": 10.908251,
      "股本核验日": "2026-09-05",
      "市值亿元": 2712.88,
      "中报期末": "2026-06-30",
      "中报收入亿元": 28.28,
      "收入同比百分比": 15.1,
      "中报扣非亿元": 11.86,
      "扣非同比百分比": 36.8,
      "中报经营现金流亿元": 10.01,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 118.2,
      "前瞻PE": 74.7,
      "PB": 43.4,
      "PS": 49.0,
      "基准下沿": 72.72,
      "基准上沿": 165.01,
      "乐观上沿": 325.31,
      "估值标签": "偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 50.7,
      "同行PE中位数": 147.7,
      "相对同行中位数百分比": -20.0,
      "同行样本数": 3,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-24",
      "预测样本数": 7,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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%",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/300394.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 7.774159,
      "股本变化百分比": 40.31,
      "估值版本": "VAL-d5de81ecb5c589be86d7be0c",
      "链内估值排序": 5
    },
    {
      "所属链条": "CPO/高速光互联",
      "代码": "300570.SZ",
      "公司": "太辰光",
      "产品同行组": "光引擎与光器件",
      "价格日期": "2026-09-04",
      "收盘价": 180.0,
      "当前总股本亿股": 2.271269,
      "股本核验日": "2026-09-05",
      "市值亿元": 408.83,
      "中报期末": "2026-06-30",
      "中报收入亿元": 10.01,
      "收入同比百分比": 20.8,
      "中报扣非亿元": 1.64,
      "扣非同比百分比": -2.6,
      "中报经营现金流亿元": -0.73,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 147.7,
      "前瞻PE": 80.1,
      "PB": 24.5,
      "PS": 23.8,
      "基准下沿": 49.09,
      "基准上沿": 111.39,
      "乐观上沿": 219.6,
      "估值标签": "偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 61.6,
      "同行PE中位数": 137.4,
      "相对同行中位数百分比": 7.5,
      "同行样本数": 3,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-19",
      "预测样本数": 6,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "ana-data/result/股票估值/当前估值/300570.SZ/太辰光价格合理性评估.md",
      "估值快照": "ana-data/result/股票估值/当前估值/300570.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 2.271269,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-e2768c624dd4b1f5b253754f",
      "链内估值排序": 6
    },
    {
      "所属链条": "CPO/高速光互联",
      "代码": "688498.SH",
      "公司": "源杰科技",
      "产品同行组": "光芯片",
      "价格日期": "2026-09-04",
      "收盘价": 1466.0,
      "当前总股本亿股": 1.245004,
      "股本核验日": "2026-09-05",
      "市值亿元": 1825.18,
      "中报期末": "2026-06-30",
      "中报收入亿元": 9.25,
      "收入同比百分比": 351.4,
      "中报扣非亿元": 5.14,
      "扣非同比百分比": 1033.7,
      "中报经营现金流亿元": 4.88,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 286.8,
      "前瞻PE": 129.1,
      "PB": 58.1,
      "PS": 138.1,
      "基准下沿": 287.38,
      "基准上沿": 652.13,
      "乐观上沿": 1299.9,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 124.8,
      "同行PE中位数": null,
      "相对同行中位数百分比": null,
      "同行样本数": 0,
      "估值日期": "2026-09-03",
      "预测锚日期": "2026-09-01",
      "预测样本数": 3,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/688498.SH/源杰科技估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 1.245004,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-b8763a2faaf00a4563df70d1",
      "链内估值排序": 7
    },
    {
      "所属链条": "CPO/高速光互联",
      "代码": "688313.SH",
      "公司": "仕佳光子",
      "产品同行组": "光引擎与光器件",
      "价格日期": "2026-09-04",
      "收盘价": 141.62,
      "当前总股本亿股": 4.519863,
      "股本核验日": "2026-09-05",
      "市值亿元": 640.1,
      "中报期末": "2026-06-30",
      "中报收入亿元": 14.95,
      "收入同比百分比": 50.7,
      "中报扣非亿元": 3.09,
      "扣非同比百分比": 44.4,
      "中报经营现金流亿元": -3.8,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 137.4,
      "前瞻PE": 82.8,
      "PB": 37.3,
      "PS": 24.3,
      "基准下沿": 21.36,
      "基准上沿": 50.48,
      "乐观上沿": 100.32,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 180.5,
      "同行PE中位数": 147.7,
      "相对同行中位数百分比": -7.0,
      "同行样本数": 3,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-17",
      "预测样本数": 8,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/688313.SH/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 4.519863,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-3a53bada94b9ad8c422c9a46",
      "链内估值排序": 8
    },
    {
      "所属链条": "CPO/高速光互联",
      "代码": "301205.SZ",
      "公司": "联特科技",
      "产品同行组": "高速光模块",
      "价格日期": "2026-09-04",
      "收盘价": 285.0,
      "当前总股本亿股": 1.300845,
      "股本核验日": "2026-09-05",
      "市值亿元": 370.74,
      "中报期末": "2026-06-30",
      "中报收入亿元": 6.96,
      "收入同比百分比": 38.1,
      "中报扣非亿元": 0.02,
      "扣非同比百分比": -90.1,
      "中报经营现金流亿元": -2.34,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 573.1,
      "前瞻PE": 155.8,
      "PB": 22.7,
      "PS": 25.6,
      "基准下沿": 25.69,
      "基准上沿": 64.04,
      "乐观上沿": 119.93,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 345.1,
      "同行PE中位数": 84.4,
      "相对同行中位数百分比": 579.4,
      "同行样本数": 4,
      "估值日期": "2026-09-03",
      "预测锚日期": "2026-08-28",
      "预测样本数": 1,
      "置信度": "中",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/301205.SZ/联特科技估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 1.300845,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-733db7e03712bcbc82cfb902",
      "链内估值排序": 9
    },
    {
      "所属链条": "CPO/高速光互联",
      "代码": "300620.SZ",
      "公司": "光库科技",
      "产品同行组": "光引擎与光器件",
      "价格日期": "2026-09-04",
      "收盘价": 279.0,
      "当前总股本亿股": 2.491805,
      "股本核验日": "2026-09-05",
      "市值亿元": 695.21,
      "中报期末": "2026-06-30",
      "中报收入亿元": 10.32,
      "收入同比百分比": 72.9,
      "中报扣非亿元": 1.31,
      "扣非同比百分比": 216.3,
      "中报经营现金流亿元": -1.61,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 302.5,
      "前瞻PE": null,
      "PB": 30.8,
      "PS": 36.4,
      "基准下沿": 21.95,
      "基准上沿": 48.42,
      "乐观上沿": 95.46,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 476.2,
      "同行PE中位数": 137.4,
      "相对同行中位数百分比": 120.2,
      "同行样本数": 3,
      "估值日期": "2026-08-26",
      "预测锚日期": "",
      "预测样本数": 0,
      "置信度": "中低",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/300620.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 2.491805,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-62080a19317bcc19c574e6b7",
      "链内估值排序": 10
    },
    {
      "所属链条": "MLCC/高端被动元件",
      "代码": "603267.SH",
      "公司": "鸿远电子",
      "产品同行组": "MLCC与陶瓷电容",
      "价格日期": "2026-09-04",
      "收盘价": 47.5,
      "当前总股本亿股": 2.310809,
      "股本核验日": "2026-09-05",
      "市值亿元": 109.76,
      "中报期末": "2026-06-30",
      "中报收入亿元": 9.23,
      "收入同比百分比": -9.3,
      "中报扣非亿元": 1.07,
      "扣非同比百分比": -40.1,
      "中报经营现金流亿元": 0.66,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 76.5,
      "前瞻PE": 24.9,
      "PB": 2.4,
      "PS": 6.5,
      "基准下沿": 47.53,
      "基准上沿": 114.25,
      "乐观上沿": 213.5,
      "估值标签": "偏低",
      "估值位置依据": "低于基准下沿",
      "估值位置百分比": -0.1,
      "同行PE中位数": 72.3,
      "相对同行中位数百分比": 5.8,
      "同行样本数": 5,
      "估值日期": "2026-09-03",
      "预测锚日期": "2026-09-01",
      "预测样本数": 1,
      "置信度": "中",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/603267.SH/鸿远电子估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 2.310809,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-c1a841497a44a40801721d12",
      "链内估值排序": 1
    },
    {
      "所属链条": "MLCC/高端被动元件",
      "代码": "603678.SH",
      "公司": "火炬电子",
      "产品同行组": "MLCC与陶瓷电容",
      "价格日期": "2026-09-04",
      "收盘价": 43.59,
      "当前总股本亿股": 4.755666,
      "股本核验日": "2026-09-05",
      "市值亿元": 207.3,
      "中报期末": "2026-06-30",
      "中报收入亿元": 31.07,
      "收入同比百分比": 75.4,
      "中报扣非亿元": 1.34,
      "扣非同比百分比": -47.0,
      "中报经营现金流亿元": -2.26,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 116.2,
      "前瞻PE": 39.7,
      "PB": 3.2,
      "PS": 3.8,
      "基准下沿": 27.42,
      "基准上沿": 62.23,
      "乐观上沿": 116.29,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": -2.8,
      "同行PE中位数": 72.3,
      "相对同行中位数百分比": 60.7,
      "同行样本数": 5,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-23",
      "预测样本数": 2,
      "置信度": "中",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/603678.SH/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 4.755666,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-93c0929c4f07c3b420bb0f60",
      "链内估值排序": 2
    },
    {
      "所属链条": "MLCC/高端被动元件",
      "代码": "300726.SZ",
      "公司": "宏达电子",
      "产品同行组": "MLCC与陶瓷电容",
      "价格日期": "2026-09-04",
      "收盘价": 48.8,
      "当前总股本亿股": 4.118398,
      "股本核验日": "2026-09-05",
      "市值亿元": 200.98,
      "中报期末": "2026-06-30",
      "中报收入亿元": 9.1,
      "收入同比百分比": 6.3,
      "中报扣非亿元": 1.96,
      "扣非同比百分比": 13.7,
      "中报经营现金流亿元": 3.78,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 57.1,
      "前瞻PE": null,
      "PB": 4.1,
      "PS": 10.4,
      "基准下沿": 23.26,
      "基准上沿": 51.3,
      "乐观上沿": 95.87,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": 30.9,
      "同行PE中位数": 76.5,
      "相对同行中位数百分比": -25.4,
      "同行样本数": 5,
      "估值日期": "2026-09-03",
      "预测锚日期": "",
      "预测样本数": 0,
      "置信度": "中低",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/300726.SZ/宏达电子估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 4.118398,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-ca5e0efda8ef5b55362db3fa",
      "链内估值排序": 3
    },
    {
      "所属链条": "MLCC/高端被动元件",
      "代码": "002138.SZ",
      "公司": "顺络电子",
      "产品同行组": "电感与磁性元件",
      "价格日期": "2026-09-04",
      "收盘价": 44.49,
      "当前总股本亿股": 8.063184,
      "股本核验日": "2026-09-05",
      "市值亿元": 358.73,
      "中报期末": "2026-06-30",
      "中报收入亿元": 38.59,
      "收入同比百分比": 19.7,
      "中报扣非亿元": 4.34,
      "扣非同比百分比": -6.2,
      "中报经营现金流亿元": 6.26,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 37.8,
      "前瞻PE": 28.4,
      "PB": 5.5,
      "PS": 4.9,
      "基准下沿": 19.52,
      "基准上沿": 46.14,
      "乐观上沿": 91.68,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": 35.5,
      "同行PE中位数": null,
      "相对同行中位数百分比": null,
      "同行样本数": 0,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-05",
      "预测样本数": 3,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/002138.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 8.063184,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-b8383a11b075900820bb86b0",
      "链内估值排序": 4
    },
    {
      "所属链条": "MLCC/高端被动元件",
      "代码": "301566.SZ",
      "公司": "达利凯普",
      "产品同行组": "MLCC与陶瓷电容",
      "价格日期": "2026-09-04",
      "收盘价": 23.66,
      "当前总股本亿股": 4.0001,
      "股本核验日": "2026-09-05",
      "市值亿元": 94.64,
      "中报期末": "2026-06-30",
      "中报收入亿元": 2.45,
      "收入同比百分比": 25.5,
      "中报扣非亿元": 1.02,
      "扣非同比百分比": 23.7,
      "中报经营现金流亿元": 0.47,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 57.8,
      "前瞻PE": null,
      "PB": 5.9,
      "PS": 23.0,
      "基准下沿": 10.62,
      "基准上沿": 24.0,
      "乐观上沿": 37.5,
      "估值标签": "基本合理",
      "估值位置依据": "相对基准中枢",
      "估值位置百分比": 36.7,
      "同行PE中位数": 76.5,
      "相对同行中位数百分比": -24.4,
      "同行样本数": 5,
      "估值日期": "2026-09-05",
      "预测锚日期": "",
      "预测样本数": 0,
      "置信度": "中低",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/301566.SZ/达利凯普估值快照_当前.json",
      "中报来源": "https://static.cninfo.com.cn/finalpage/2026-08-28/1225517641.PDF",
      "原快照股本亿股": 4.0001,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-c904860db483f7664af5ac31",
      "链内估值排序": 5
    },
    {
      "所属链条": "MLCC/高端被动元件",
      "代码": "002859.SZ",
      "公司": "洁美科技",
      "产品同行组": "载带与离型膜",
      "价格日期": "2026-09-04",
      "收盘价": 61.44,
      "当前总股本亿股": 4.53642,
      "股本核验日": "2026-09-05",
      "市值亿元": 278.72,
      "中报期末": "2026-06-30",
      "中报收入亿元": 11.69,
      "收入同比百分比": 21.4,
      "中报扣非亿元": 1.01,
      "扣非同比百分比": 6.5,
      "中报经营现金流亿元": 1.05,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 126.0,
      "前瞻PE": 71.5,
      "PB": 7.3,
      "PS": 12.1,
      "基准下沿": 18.78,
      "基准上沿": 42.61,
      "乐观上沿": 84.0,
      "估值标签": "偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 44.2,
      "同行PE中位数": null,
      "相对同行中位数百分比": null,
      "同行样本数": 0,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-19",
      "预测样本数": 2,
      "置信度": "中",
      "关键风险": "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。",
      "真实缺口": "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%",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/002859.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 4.309373,
      "股本变化百分比": 5.27,
      "估值版本": "VAL-ff9321c582895c52f737d559",
      "链内估值排序": 6
    },
    {
      "所属链条": "MLCC/高端被动元件",
      "代码": "300408.SZ",
      "公司": "三环集团",
      "产品同行组": "MLCC与陶瓷电容",
      "价格日期": "2026-09-04",
      "收盘价": 108.4,
      "当前总股本亿股": 19.967186,
      "股本核验日": "2026-09-05",
      "市值亿元": 2164.44,
      "中报期末": "2026-06-30",
      "中报收入亿元": 64.23,
      "收入同比百分比": 54.8,
      "中报扣非亿元": 18.09,
      "扣非同比百分比": 69.7,
      "中报经营现金流亿元": 12.97,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 72.3,
      "前瞻PE": 46.9,
      "PB": 9.6,
      "PS": 19.2,
      "基准下沿": 27.84,
      "基准上沿": 65.8,
      "乐观上沿": 130.75,
      "估值标签": "偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 64.7,
      "同行PE中位数": 76.5,
      "相对同行中位数百分比": -5.5,
      "同行样本数": 5,
      "估值日期": "2026-09-03",
      "预测锚日期": "2026-09-01",
      "预测样本数": 4,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/300408.SZ/三环集团估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 19.967186,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-b14f011eb23448571476963b",
      "链内估值排序": 7
    },
    {
      "所属链条": "MLCC/高端被动元件",
      "代码": "605376.SH",
      "公司": "博迁新材",
      "产品同行组": "电子陶瓷材料",
      "价格日期": "2026-09-04",
      "收盘价": 133.24,
      "当前总股本亿股": 2.616,
      "股本核验日": "2026-09-05",
      "市值亿元": 348.56,
      "中报期末": "2026-06-30",
      "中报收入亿元": 8.9,
      "收入同比百分比": 71.6,
      "中报扣非亿元": 1.29,
      "扣非同比百分比": 31.1,
      "中报经营现金流亿元": -0.5,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 146.4,
      "前瞻PE": 66.3,
      "PB": 19.1,
      "PS": 22.9,
      "基准下沿": 28.55,
      "基准上沿": 67.19,
      "乐观上沿": 125.84,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 98.3,
      "同行PE中位数": null,
      "相对同行中位数百分比": null,
      "同行样本数": 0,
      "估值日期": "2026-09-03",
      "预测锚日期": "2026-09-01",
      "预测样本数": 3,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/605376.SH/博迁新材估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 2.616,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-30cbfef59ce83a53f02e4355",
      "链内估值排序": 8
    },
    {
      "所属链条": "MLCC/高端被动元件",
      "代码": "000636.SZ",
      "公司": "风华高科",
      "产品同行组": "MLCC与陶瓷电容",
      "价格日期": "2026-09-04",
      "收盘价": 48.41,
      "当前总股本亿股": 11.474904,
      "股本核验日": "2026-09-05",
      "市值亿元": 555.5,
      "中报期末": "2026-06-30",
      "中报收入亿元": 35.0,
      "收入同比百分比": 26.3,
      "中报扣非亿元": 2.88,
      "扣非同比百分比": 68.8,
      "中报经营现金流亿元": 1.61,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 140.6,
      "前瞻PE": 71.1,
      "PB": 4.4,
      "PS": 8.6,
      "基准下沿": 8.5,
      "基准上沿": 20.09,
      "乐观上沿": 39.92,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 141.0,
      "同行PE中位数": 72.3,
      "相对同行中位数百分比": 94.5,
      "同行样本数": 5,
      "估值日期": "2026-09-03",
      "预测锚日期": "2026-08-31",
      "预测样本数": 2,
      "置信度": "中",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/000636.SZ/风华高科估值快照_当前.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 11.474904,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-ff6e1f670ec74dbc9f38b73e",
      "链内估值排序": 9
    },
    {
      "所属链条": "MLCC/高端被动元件",
      "代码": "300285.SZ",
      "公司": "国瓷材料",
      "产品同行组": "电子陶瓷材料",
      "价格日期": "2026-09-04",
      "收盘价": 60.39,
      "当前总股本亿股": 9.970483,
      "股本核验日": "2026-09-05",
      "市值亿元": 602.12,
      "中报期末": "2026-06-30",
      "中报收入亿元": 25.13,
      "收入同比百分比": 16.6,
      "中报扣非亿元": 3.61,
      "扣非同比百分比": 12.5,
      "中报经营现金流亿元": 4.56,
      "集团毛利率": "未结构化提取",
      "目标分部毛利率": "未单列披露",
      "TTM扣非PE": 93.3,
      "前瞻PE": 69.8,
      "PB": 8.2,
      "PS": 12.2,
      "基准下沿": 8.78,
      "基准上沿": 21.45,
      "乐观上沿": 42.28,
      "估值标签": "明显偏贵",
      "估值位置依据": "高于基准上沿",
      "估值位置百分比": 181.6,
      "同行PE中位数": null,
      "相对同行中位数百分比": null,
      "同行样本数": 0,
      "估值日期": "2026-08-26",
      "预测锚日期": "2026-08-20",
      "预测样本数": 9,
      "置信度": "中高",
      "关键风险": "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。",
      "真实缺口": "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",
      "正式报告": "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",
      "估值快照": "ana-data/result/股票估值/当前估值/300285.SZ/估值快照.json",
      "中报来源": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "原快照股本亿股": 9.970483,
      "股本变化百分比": 0.0,
      "估值版本": "VAL-a49d72fb0d18a281925b7d05",
      "链内估值排序": 10
    }
  ]
}

 ana-data/cases/股票估值/BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001/manifest.json

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 ana-data/news-青枫浦上Q/20260830-210400_article_视频稍微晚点_1242347869112893447.txt

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@@ -0,0 +1 @@
刚录完，从中午讲到晚上了，讲的我头晕目眩的，时间太长了，剪完上传需要点时间。晚点再发复盘资讯

 ana-data/news-青枫浦上Q/20260830-224100_article_8.30（复盘）_1242372809992175621.txt

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周五是一根典型的强修复次日阴线。周四放量上涨把指数推到压力位附近，周五早盘冲高、午后维持低位窄幅震荡，双创持续走弱。把这根线读成趋势破坏是过度反应，读成事件窗口前的正常减压更接近事实。但情绪端的裂缝已经出现，这才是下周一真正要处理的问题。

一、指数定环境：内生性回吐，而非外力扰动

8月28日上证指数收报3952.18点、跌0.11%，深证成指收报13953.07点、跌0.68%，创业板指收报3424.40点、跌1.41%，科创50跌1.85%收报1662.15点，沪深300跌0.46%收报4609.18点。沪深两市全天成交约2.10万亿元，较前一交易日缩量约242亿元。个股层面约3013只上涨、2390只下跌，83只涨停、2只跌停，呈现指数弱而个股不弱的格局。

量能这一项先给结论：基本持平、小幅萎缩，影响有限。前一交易日（周四）沪指涨1.13%、科创50涨3.77%，成交放量逾3100亿元重回2万亿上方；周五在几乎同等量能下指数收跌，说明抛压来自兑现而非撤退，承接盘仍在场内。缩量242亿属于噪音级别，真正需要警惕的是量能跌破2万亿之后的加速缩量，那才是增量资金反手的信号。

性质判定上，倾向于把这次回落归为内生性回调而非外力扰动。市场在连续反弹后进入正常分歧整理阶段，叠加当日晚间杰克逊霍尔会议的事件窗口，资金观望情绪升温，冲高受阻回落是相当符合预期的走势。外力扰动的特征是无差别踩踏与量能异常放大，周五盘面并不具备这两点——上涨家数超过3000家，跌停仅2家。

真正的隐忧在情绪端。短线情绪分化加剧，炸板率明显提升，开始出现亏钱效应；同时可以看到开盘批量一字板走加速，这类走加速的板往往是情绪高点的伴生现象。个人判断，下周一情绪端将跟随指数端回踩，前期高标补跌的概率明显上升，接力强度会先于指数走弱。这与本周持续强调的判断一致：高度尚在、宽度收敛，属于情绪高涨之下藏隐忧。

二、板块定方向：科技内部分化，涨价链逆势成型

上游涨价与农业：本轮最像电力的那条线

据当日盘面，农林牧渔表现最为强势，敦煌种业、新赛股份、万向德农等多股涨停，化肥、农药同步走强。厄尔尼诺减产预期与粮食安全逻辑持续支撑资金炒作。

目前农业板块的表现以及在市场中的地位，与此前的电力极为相似——低位、低拥挤、有独立叙事、并且不与科技抢资金。在科技退潮期，这类方向具备承接高低切资金的天然条件，下周仍有望持续活跃。更重要的是，周末的中报梳理给这条线补上了基本面锚，这一点放在第五节展开。

化工板块同步异动拉升，金牛化工、赤天化、泸天化等涨停。这一层的共同点是上游涨价叙事，与农业属于同一资金逻辑，可以合并观察。

黄金：中期逻辑不变，短期受政策压制

黄金概念早盘一度冲高，午后随国际金价震荡回落。中期对冲美元信用风险的大逻辑并未改变，但短期受美联储政策口径压制，波动明显加大。个人倾向于把黄金当作仓位的对冲项而非进攻项来处理，在事件窗口前后不做方向性判断。

科技：终端算力硬件领跌，但材料与设备端逆势走强

据当日盘面，半导体芯片、CPO、先进封装、光通信等算力硬件全天领跌，是指数回落的核心拖累。这与周四科创50大涨3.77%形成直接对照，属于强修复兑现后的资金再分配。

但把科技定性为全线调整并不准确，这里需要修正周五盘中的第一印象。同一天里，PTFE概念延续强势、沃特股份与昊华科技双双两连板，核聚变真空室与PTFE热压机方向的合锻智能两连板收涨9.98%，PCB方向的生益电子逆势大涨7.81%。科技内部真正发生的是从终端硬件向上游材料与设备的切换，而这条涨价链的容量比我周五盘中判断的要大得多——它不是PTFE一个分支，而是覆铜板涨价、高阶HDI紧张、PTFE材料导入、CCL热压机国产化四件事叠在一起。如果只看终端算力硬件的跌幅，会误判为科技整体退潮；实际上资金是在科技内部换了一层往上游走，这与农业、化工的上游涨价逻辑其实是同一套语言。

AI应用：外部催化到位，内部结构分化

AI应用方向早盘受赛富时（Salesforce）财报催化冲高，午后随大盘分化回落，天娱数科等龙头维持涨停，后排个股普遍回落。这种龙头封死、后排回落的结构，本身就是分歧日的标准形态——资金还认这条线，但不再愿意为溢价买单。

医药：与科技同频，注意补跌

医药目前和科技同频，创新药、CRO、mRNA方向领跌，万邦医药、康希诺等跌幅超过10%。近期医药的赚钱效应集中在情绪标的而非业绩标的上，这意味着它的定价锚是情绪而非基本面。个人判断，随着情绪回踩，医药情绪股的补跌风险与科技高标是同一性质，需要同等对待。

地产与消费：周末消息面待验证

地产、消费小幅异动。地产在周末有不少消息催化，留意我爱我家的反馈以判断持续性——如果龙头对消息给不出正反馈，则这一轮催化按无效处理，不必勉强参与。

三、个股定时点：当日强势股与研报复盘

鼎捷数智：催化其实是两条并行的。海外侧，据Anthropic于8月27日发布的公告，公司开放了模型硬件标准（Model Hardware Standard，MHS）的研究预览，这是一套让AI智能体安全操作物理设备的共享规范，可用于显微镜、液体处理设备、机械臂乃至量子计算机的激光校准；该标准由Anthropic与HHMI Janelia研究园区合作起步，与模型上下文协议（MCP）同源但面向硬件层，模型无关，官方称可把通常需要数周至数月的硬件集成压缩到数小时甚至几分钟，早期试点包括基因泰克的药物发现实验、Janelia的成像实验提速以及QuEra量子计算机激光稳定成功率的显著提升。产业侧，据东吴证券8月27日的计算机行业深度报告，世界模型的意义不在文生视频，而在于让智能体在行动前预演后果，其完整形态需同时完成状态表征、状态预测与路径比较三件事；行业判断物理AI的第一轮商业化将落在流程工业、工程仿真、汽车、仓储物流与建筑施工等任务边界清晰、数据可回流、错误成本可量化的半结构化场景，最终形态是机理模型提供边界、神经网络学习残差、实时数据校正状态、智能体执行闭环控制的融合体系。据其引用，2024年全球工业机器人新增安装量54.2万台、在役量466.4万台，中国占全球新增安装量的54%。把这两条接起来，鼎捷这一天涨的是物理AI而不是AI应用——赛富时财报催化的是AI应用板块的贝塔，MHS催化的才是它自己的阿尔法叙事。据申万宏源、长江证券8月27至28日的中报点评，公司2026年上半年收入11.0亿元、归母净利润1.9亿元、同比增长318.5%，但增量主要来自子公司退出并表确认的投资收益，扣非口径承压；期末合同负债4.65亿元、较年初增长约20%。上半年AI相关签约总额近2亿元，已沉淀及共创400余个智能体，5月发布的企业智能运行空间EIOSpace在台湾地区已取得近百家客户签约；6月30日完成能誉科技控股权收购并纳入合并范围，打通IT软件与OT设备，能誉上半年签约金额同比增长238%，未来三年扣非净利润承诺逐年递增。必须把这句话说在前面：318.5%的净利润增速里有一次性投资收益，不能当作经营性增长来读；真正的看点是合同负债与签约额向收入的转化速度，这才是「一次性项目转持续付费」这个叙事能否成立的验证点。

合锻智能：题材侧，据近期举行的2026核聚变能大会信息，由中国聚变能源有限公司牵头，联合上海超导、东部超导等组建长三角创新联合体，目标2028年前建成首条25T高温超导强场磁体研制和测试线、2030年前完成原型磁体研制；科学技术部表示十五五规划将可控核聚变纳入能源创新发展重点方向并列入国家前沿科技攻关重大工程项目，上海市的相关规划亦提出聚焦突破高温超导磁体与智能控制等关键技术。基本面侧，据方正证券8月13日与国金证券8月28日的跟踪报告，公司自2021年参与聚变堆真空室制造工艺开发，攻克复杂曲面厚板冷模压成型精度控制与反弹抑制、厚壁奥氏体不锈钢电子束焊接等难题，2025年推进BEST真空室项目制造并完成首套重力支撑交付，是始建于1951年的高端成形机床成套装备企业。更值得注意的是它的第二条线：英伟达计划在Rubin Ultra的NVSwitch板上采用PTFE材料的混合方案，PTFE进入关键验证阶段、四季度有望定方案；而PTFE新材料必须使用超高温压机，否则易出现压合分层影响良率。据研报测算，CCL热压机单台价值量在1200万元以上、约为PCB压机的3倍，行业格局为博可、拉法／合锻、北川三家，博可交期已达2年、北川亦跟不上，国产化窗口正在打开。个人判断，这才是把周五那条PTFE线从小分支升格为产业链的关键一环——设备先行且斜率最陡，材料端的沃特股份与设备端的合锻智能应该当作同一条线的两个位置来跟踪，而不是两个孤立题材。

生益电子：据公开通知，松下机电自2026年9月1日起对电子线路板材料进行价格调整，涉及覆铜板、半固化片等多类材料，部分产品涨幅最高达30%。据华安证券8月21日与华创证券8月19日的报告，2026年上半年高多层、高阶HDI需求旺盛、供给结构性紧张，上游板材多轮涨价，中低端PCB竞争加剧，行业结构性分化深化；TrendForce数据显示2026年全球AI服务器出货量有望同比增长超28%、全球服务器总出货量同比增速约12.8%。公司上半年营收增长53.46%、归母净利润增长109.36%，单二季度环比继续加速；产品端已全面突破5至6阶高阶HDI与30层以上高多层板，1.6T交换机配套产品进入小批量量产、800G光模块PCB批量生产、1.6T光模块正在打样测试；东城智能算力中心一期爬坡、二期投用，吉安高多层板项目第一阶段投产，泰国一期进入设备安装与试生产。机构预计公司2026年归母净利润增速仍超100%。这条线的性质是既涨价又放量，与纯粹的涨价题材不同——涨价是成本传导，放量才是需求验证，两者同时出现时持续性明显更强。

沃特股份：据SemiAnalysis报告披露，英伟达正计划将PTFE材料引入Rubin Ultra的NVSwitch相关板卡；分析师郭明錤的供应链调查亦确认，英伟达已与PCB厂商就下一代M10材料启动测试。PTFE凭借约2.1的介电常数与低至0.0003的介电损耗，有望成为传统碳氢树脂体系逼近物理极限后、M10等级高频PCB的核心树脂候选。公司通过收购株式会社华尔卡持有的上海华尔卡氟塑料制品与华尔卡密封件制品（上海）100%股权，将两家公司纳入全资子公司体系；据公司信息，其PTFE薄膜已获高频高速PCB产业头部客户认可，子公司浙江科赛已实现高频PCB覆铜板专用PTFE薄膜量产。产业逻辑扎实，但当前股价对应的是两连板后的情绪溢价而非订单兑现，位置决定意义——右侧确认应等待认证或订单落地的实质信号，而不是追第三个板。

中水渔业：厄尔尼诺持续冲击太平洋海洋生态，全球渔业供给收紧预期升温，太平洋中部叶绿素浓度的大幅下降正在改变金枪鱼等高度洄游物种的分布路径，导致传统渔场渔获量下降。在这一叙事下，资金从种业、粮食板块向渔业延伸，存在补涨预期。据公司表态，厄尔尼诺可能对渔业资源有一定影响，但重组后作业区域更宽广、鱼货品种更丰富，可灵活调度渔船规避风险。需要提示一个反向变量：据国泰海通8月29日的农业中报梳理，上半年鱼粉价格最大涨幅达67%，导致水产料整体盈利能力下降，只是快速上涨阶段或已过去。渔业的供给收紧对捕捞端是价格利好，对饲料端却是成本压力，两者不能混为一谈。

永新光学、ST雪浪（激光通信）：据中国科学院空间应用工程与技术中心，我国依托运行于远距离逆行轨道的DRO-A卫星，成功在超过40万公里的地月距离上建立双向激光链路，首次实现地月双向高速激光通信，试验初步实现上行1.25Mbps、下行100Mbps的速率，标志着空间激光通信从近地轨道迈入地月空间。据华龙证券观点，国内低轨通信卫星发射量在2026年有望迎来爆发，国网星座、千帆星座加速落地，预计2030年国内低轨卫星市场规模有望冲击1500亿至2000亿元。公司方面，永新光学是光学显微镜与精密光学元组件的国产龙头，据公司信息其在航空航天领域已与卫星激光通信头部企业建立合作；ST雪浪已与相关方共同签署《重整投资协议》，投资方之一为专注空间激光通信终端的民营高新技术企业。

德福科技、东材科技（高端铜箔）：据市场测算，2026年AI服务器专用高端铜箔需求约2.4万吨、同比增长约260%。据东北证券观点，当前行业双重景气共振——锂电铜箔周期触底回升、盈利拐点确立，PCB铜箔受AI浪潮驱动、高端HVLP供需持续紧张。据公开资料，德福科技HVLP1-3已进入批量供货阶段，主要配套英伟达项目及光模块市场，HVLP4已在部分客户实现小规模放量，HVLP5完成样品导入认证；东材科技的PP铜箔复合集流体仍处于研发测试与验证阶段。

四、突发事件：新版AI扩散规则与远程算力封堵

据《The Information》报道，特朗普政府正在制定的新版AI扩散规则中，包含禁止中国企业远程访问美国受控GPU的条款。该报道透露四项增量信息：其一，近几周内美国商务部已成立内部小组，着手制定一套更精简的规则以取代拜登政府的AI扩散规则；其二，新规则将重点堵住中国AI企业通过泰国、马来西亚、新加坡等地数据中心远程使用先进芯片的渠道，规则由BIS负责制定，最早可能在9月向AI企业与行业协会提供草案并征求意见；其三，即使国会无法通过《远程访问安全法》，商务部也可能借助新版AI扩散规则对远程算力施加限制，把限制中国企业远程访问作为特定国家取得先进AI芯片的条件；其四，新规则将加入客户身份核实要求，数据中心不仅要知道客户是谁，还要了解客户如何使用所提供的算力。

据公开报道，《远程访问安全法案》（H.R.2683）已于2026年1月12日在众议院以369票赞成、22票反对通过，目前交由参议院审议，尚未正式生效；BIS已于5月31日发布指南，明确对总部位于D:5国家组及澳门的实体，即便其身处境外，出口先进计算物项亦需申请许可；8月上旬，BIS执法部门开启专项核查，首次把跨国远程算力租赁这一灰色区域纳入重点监管范围。

事件本身可以概括为一句话：美国以先进芯片的持续供应为条件，要求境外数据中心限制中国客户使用相关算力。监管的名义对象仍是芯片出口而非境外云服务本身，这样就绕开了现行出口管制授权并未明确覆盖远程访问的法律障碍——这是整件事在监管技术上最关键的一步。

影响评估：三条链，三种性质

第一条，大模型厂商，直接利空。国内厂商出于管制原因与合规风控，基本不直接持有受美国管控的硬件，因此获取英伟达高端算力进行模型训练唯有两条路：一是远程访问海外数据中心合规获取的英伟达显卡所提供的云服务，二是租用国内算力租赁公司凭借特殊渠道获取的英伟达显卡。现在第一条的口子被堵上。国内推理需求已在逐步导入国产算力，但训练需求仍离不开海外高端算力，结果要么延缓推迟或减少训练与迭代计划，要么由方式一转向方式二并承担涨价成本——无论走哪条，对大模型厂商都是直接利空。

第二条，算力租赁，短空长多。第二条口子难堵、也堵不完，短期虽然可能会反馈消化情绪面的利空担忧，但基本面上，短中期大概率出现供给收缩叠加需求暴涨背景下的租赁价格进一步溢价。据信通院与SemiAnalysis口径的测算，国内AI算力需求增速约417%，而有效供给增速约128%，缺口本就存在；海外高端算力租赁价格在半年内从约1.73美元/小时升至约2.65美元/小时，涨幅超过53%。个人判断，这里唯一需要对冲的变量是涨价对需求的抑制——价格越高，客户越有动力提前切换国产方案，因此租赁的定价权窗口未必很长。

第三条，国产算力，因祸得福。外部技术封锁反向倒逼国产算力应用放量，对芯片设计、晶圆代工、光刻机、半导体设备与零部件材料、超节点、连接器这条全产业链，都是短中长期共振的利好，且确定性较此前进一步提升。这与此前反复强调的国产链优于海外链的判断方向一致：海外链的压制来自资本开支基数与融资成本，国产链的压制只来自估值——而这一条政策变化恰恰是在为国产链的分子端加码。周末公布的份额数据给这个判断提供了第一份量化验证，放在下一节。

区域维度上，东南亚承接中国远程算力的数据中心容量以马来西亚暴露最大，印尼、泰国次之，新加坡相对最小；一旦BIS的KYC穿透审查落地，这些地区的存量项目将面临客户结构重整与利用率下修的压力。这一层对A股没有直接映射，但会通过海外链的需求预期间接反映在光模块、光器件的定价上。

五、周末研报增量：份额、中报与九月催化日历

国产算力：份额首破四成，竞争范式从单卡转向超节点

据东吴证券8月29日报告引用IDC数据，2025年中国AI加速卡总出货约400万张，其中英伟达约220万张、占约55%仍居第一但份额被侵蚀，国产厂商合计出货约165万张、份额首次突破四成达约41%。分档看，华为昇腾约81.2万张（20.3%）居国产第一、整体第二，阿里平头哥约26.5万张（6.6%）居国产第二，百度昆仑芯与寒武纪各约11.6万张（2.9%）并列国产第三，海光信息约8.25万张（2.1%）。按此计算，昇腾一家约占国产出货近一半。供给卡点集中在晶圆制造、HBM与先进封装三大环节。

系统层面的进展更值得关注。据该报告，华为CloudMatrix 384集成384颗昇腾910C，可提供约300 PFLOPS BF16稠密算力，按官方口径约为英伟达GB200 NVL72的近2倍、总显存约3.6倍；昇腾384超节点已商用超750套，中国移动集采6208张AI加速卡、折合约776套计算节点，中科曙光以曙光8000建成国内首个全国产十万卡超集群。软件栈方面，DeepSeek-V4实现9种国产芯片Day0适配，华为CANN全面开源，智谱GLM-5.3-Flash在大规模流量场景依托国产芯片集群对外提供服务、单token成本已与主流英伟达GPU相当。政策端算力网被列为国家六张网之一，十五五期间新增直接投资约4万亿元。这份数据把第四节的判断从定性变成了定量：41%的份额与超750套的超节点商用量说明国产替代已经从送样验证走到规模出货与业绩兑现阶段，而不是一个还在讲故事的方向。研报的落点是超节点把价值从单颗芯片向交换、整机、连接、存储、散热扩散，其中交换与整机弹性最大，涉及标的包括寒武纪、海光信息、紫光股份、中科曙光、浪潮信息、华勤技术、锐捷网络、中兴通讯。个人倾向于认同这个价值扩散的方向判断，但仍按此前的纪律执行——晶圆制造与半导体设备的确定性与久期更优，交换与整机的弹性对应的是更高的波动，估值合理才谈参与。

农林牧渔：中报给主线补上了基本面锚

据国泰海通8月29日的农业中报梳理，生猪行业二季度深度亏损，12家公司单二季度合计营收1005.96亿元、归母净利润为负119.35亿元，负债率升至52.71%，经营性现金流净额为负9.26亿元，现金流继续恶化；该机构认为二季度已是行业较弱季度，未来价格与盈利或逐步向好。种植方面，2026年以来国际粮价率先触底回升，判断国内低位粮价有望开启上涨；从半年报合同负债（主要体现经销商预收款）看，隆平高科合同负债数额领先，敦煌种业与康农种业的同比涨幅较为领先。白鸡方面，2025年至今行业历经两轮引种断档，2026年1至5月祖代引种量为0，阶段性缺口有望推动产业景气上行。此外该报告提示关注有涨价预期的晨光生物（叶黄素）与诺普信（蓝莓）。

这份中报梳理解决了农业这条线此前最大的软肋——它一直只有厄尔尼诺这个气候叙事，缺少可验证的财务信号。合同负债是经销商真金白银的预收款，敦煌种业既是周五的涨停股又是合同负债同比涨幅领先的公司，叙事与报表第一次对上，这条线的持续性判断因此可以从情绪轮动上调为有基本面支撑的轮动。

九月催化日历：算力链的密集窗口

据开源证券8月30日报告，AI算力链九月将迎来密集催化：第29届中国国际光电博览会于9月9至11日在深圳举办，第十一届华为全联接大会于9月17至19日在上海举办，阿里云栖大会于9月22至24日在杭州举办，2026云栖大会将以Agentic AI为核心锚点串起芯片、云基础设施、模型能力与Agentic应用。该报告预计上述会议将对超节点与国产算力、液冷、光通信板块形成较强催化，涉及标的包括光模块方向的中际旭创、新易盛、源杰科技、天孚通信等，超节点方向的盛科通信、锐捷网络、紫光股份、欧陆通等，以及液冷方向的英维克等。另据该报告引用，英伟达2027财年第二财季数据中心业务单季收入达890.23亿美元、同比增长116.62%、占总营收92.52%，公司在电话会中给出2028财年营收约70%增速的中长期展望。

这份日历的用法不是照单参与，而是用来校准节奏。个人判断，九月的三场会议把催化密度前置了，这与我此前对9月市场整体上行的预期是同向的；但也正因为催化明牌，会议前的抢跑与会议后的兑现同样明牌——真正的机会更可能出现在会议前的回踩而非会议当周的追高。

跨境支付：一个新增的事件窗口

据国盛证券8月29日报告，上合组织峰会于8月30日至9月3日在吉尔吉斯斯坦比什凯克举行，今年恰逢该组织成立25周年。上合跨境人民币服务中心自2023年设立以来累计实现跨境人民币结算业务量超1440亿元；数字人民币业务运营机构年内经两批扩容由10家增至30家，CBETS跨境结算综合服务平台首批26家境内外机构签署服务协议；央行与国家外汇管理局于8月14日发布通知，把跨国公司本外币跨境资金集中运营试点推广至全国并鼓励优先使用本币。该报告认为跨境支付进入布局窗口期，涉及标的包括新国都、新大陆、中油资本、京北方、拉卡拉、四方精创、宇信科技。个人判断，这属于典型的事件驱动方向，峰会窗口内可能有情绪反应，但缺少业绩承接，按波段处理、不做趋势期待。

评级增量：军工、连接器与家电

据华西证券8月29日报告，洪都航空是国内唯一的飞机与导弹总装平台，已由单一教练机向兼具教练机、无人机、导弹的多元化发展；上半年营收27.42亿元、同比增长79.97%，净利润1209万元、同比增长171.93%，扣非净利润1286万元、同比增长427.96%；合同负债达32.20亿元、较年初增长13.38%，已签订但尚未履行完毕的履约义务对应收入金额约50亿元、预计年内确认。该报告认为公司规模经济效益拐点在100亿元收入左右，预计2026年收入达100亿元、2027年增速50%至80%、2028年增速50%以上，2027至2028年净利率有望达5%至6%；并提出军工板块调整四年多、机构配置创历史新低，正处于从杀估值向等催化转换的阶段。

据国金证券8月30日报告，意华股份上半年营收28.63亿元、同比下降5.97%，归母净利润1.00亿元、同比下降37.87%；其中通讯连接器业务收入14.74亿元、同比增长21.38%，占营业收入比重提升至51.48%，通讯连接器产品收入8.22亿元、同比增长36.76%，同期太阳能支架收入12.23亿元、同比下降30.53%拖累整体表现。产品端，QSFP56 200G、QSFP-DD 400G、QSFP112 400G、CXP 600G、OSFP112 800G等高速连接器及NPC模组已实现批量交付，基于224G per lane的新一代1.6T超高速光电连接器、2×4与2×8 OSFP液冷屏蔽组件及NPC模组、3.2T ELSFP、CPO OSFP端口、CPC电模组等在实质性开发中。另据财通证券8月30日报告，美的集团上半年营收2610.52亿元、同比增长3.46%，净利润264.46亿元、同比增长1.66%，毛利率25.54%、同比下降0.43个百分点，合同负债455亿元、同比增长18%，当前分红率为74%。

营收和净利都在下滑，但通讯连接器占比已过半且增速超两成，太阳能支架是主要拖累。这类「旧业务拖累掩盖新业务放量」的报表，市场往往在结构切换完成的那一期才重新定价，而不是在放量的那一期——这恰恰是需要提前跟踪、而不是等业绩证明的位置。洪都航空的看点在合同负债32.20亿元与约50亿元年内确认的履约义务，这是报表能兑现的部分；至于军工从杀估值到等催化的判断，属于卖方的定性框架，本人暂不背书，只作为板块位置的参考记录。

六、下周展望：从事件冲击到结构分化

据公开报道，美联储主席沃什已于北京时间8月28日晚间在杰克逊霍尔年会发表其就任以来的首次主题演讲，内容偏鹰：强调压低通胀仍是首要任务，明确反对市场过度依赖前瞻指引，并未释放明确的加息或降息信号；当前核心通胀读数在3.7%附近，下一次议息会议为9月16日。讲话后美股主要指数转跌，标普500跌约0.3%、纳斯达克跌约0.5%、道指跌约0.1%。

美股与黄金同步走弱后，下周A股开盘大概率要承压。但个人判断，事件冲击带来的短期调整并不改变9月市场整体的上行预期——低开不可怕，接不住才可怕。

下周一的落点用条件化情景处理。情形A：低开后量能维持在2万亿附近，农业与化工等低位方向继续承接高低切资金，涨价链（覆铜板、PTFE材料与设备）延续周五的逆势强度，则本次回踩定性为分歧整理，指数级别的风险有限，重点是等前期高标完成补跌、情绪出清后再谈接力；情形B：低开后量能明显萎缩至2万亿以下，且高标出现批量补跌并伴随跌停家数放大，同时涨价链也跟随走弱，则说明增量资金开始反手，此时应把节奏从找方向切换为等右侧，不见量价确认不追。

另外，创业板算力基础设施ETF的进展值得跟踪。据证监会网站披露，首批创业板算力基础设施ETF已于8月7日由易方达、华夏、南方、广发、富国、国泰、嘉实、天弘、鹏华、大成等10家基金管理人集体上报，跟踪的创业板算力基础设施指数（970083）共50只成分股，覆盖计算、网络、存储、运维环节，前三大权重行业为通信设备、电子终端及组件、数据中心，硬件占比高于既有的创业板人工智能指数。产品的正式获批与上市时点以监管公告为准，此处暂标待核实。若确认落地，则与国产算力份额突破四成、九月催化密集这两条形成叠加。

最后回到主轴。把周五的盘面与周末的研报放在一起看，本周的结构变化比盘中看到的更清晰：科技不是整体退潮，而是从终端硬件退到上游材料与设备；农业不是纯情绪轮动，而是拿到了合同负债这个报表锚；国产算力不是还在讲故事，而是拿到了41%的份额与超750套的商用量。在情绪完成回踩、高标完成补跌之前，仓位管理的优先级仍然高于方向选择；但方向本身，这个周末已经比上周更清楚了。

 

风险提示：本文所载内容仅为个人研究记录与市场观察，所涉个股均为产业链跟踪与盘面事实陈述，不构成任何投资建议或买卖依据。市场有风险，入市需谨慎，据此操作风险自担。

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今天有三件事叠在一起：沃什的鹰派讲话是A股第一次定价，地产信贷与销售制度的组合拳落地，以及半年报收官与8月PMI同日兑现。但真正决定今天节奏的不是这三件事本身，而是缩量环境下资金还剩多少子弹去接。

一、隔夜与开盘：沃什的鹰，和它真正的传导路径

据财联社，北京时间8月28日22时，美联储主席沃什在杰克逊霍尔年会发表就任以来的首次主旨演讲《我们所处的时代》，总体释放较为鲜明的谨慎偏鹰信号。核心表述有三层：美国经济与劳动力市场依然具有韧性；当前金融环境很难称得上具有明显限制性；通胀仍显著高于2%目标，若基础通胀不能清晰且足够快地回落，美联储还有工作要做。同时他系统阐述了政策理念——减少对前瞻指引的依赖，避免提前向市场承诺利率路径，更多依据实时数据决策。

据CME美联储观察工具，讲话结束后市场对9月加息 的预期概率由前一日的约35%升温至接近60%；现货黄金短线跳水约50美元至每盎司4550美元附近；据市场数据，两年期美债收益率一度上行10个基点至4.33%，30年期收益率则小幅下行约2个基点至5.17%。美股方面，标普500收跌约0.3%、纳斯达克跌约0.5%、道指跌幅约0.1%，英伟达、英特尔等半导体股相对偏弱。

这里有一个容易被忽略的形状问题：收益率曲线是走平的，而不是全线上行——市场交易的是短端要更高，不是长端失控。这和讲话之前那种30年期徘徊19年高位、财政部被迫下场回购长债的叙事，并不是同一件事。个人判断，这决定了本次偏鹰对权益的杀伤主要落在情绪端与估值敏感型成长股上，而不是一次贴现率失控式的系统性重估。周五美股跌幅本身也印证了这一点：如果是后者，跌的不会只有0.3%。

时点上必须强调：这场讲话发生在A股周五收盘之后，因此今天开盘是A股对它的第一次定价，而不是延续性定价。按我一贯的处理原则，外盘扰动只反映在开盘那一下的定价里，开盘之后市场会回到自身的量能与接力节奏上。低开不可怕，接不住才可怕；同理，高开也不构成任何承诺。

短期全球大类资产定价的基准情形，或从通胀预期交易走向美联储加息预期交易。个人判断这个方向是对的，但需要补一句节奏上的限定：由于9月议息会议的存在，这一整个月市场无可避免要围绕加息与否反复博弈。这就像世界杯期间焦点自然在足球上而不在NBA上，但哪怕某支队伍是夺冠大热门，直到决赛踢完之前庄家也不会封盘。换言之，靴子落地前资本不会在单一方向上下重注，指数震荡是大概率选择——偏鹰消息出来先跌一点，跌多了再反弹些。此外，美联储自身的债务问题并未解决，后续市场回到流动性宽松预期的可能性会一直伴随，这构成震荡区间的下沿支撑逻辑。

二、指数定环境：量能、大金融、情绪
（一）量能：缩量只提供稳定环境，不提供方向

据交易所数据，8月28日沪深两市成交约2.1万亿元，较前一交易日缩量约242亿元。缩量窄幅震荡只能提供一个稳定的环境，难有大涨大跌，对大环境应当适当降低预期。今日纠错点位3894。

缩量在这里还有一层正面含义。盘前提示过午盘前后半小时的指数方向选择很关键，结果是没能抗住分歧，像易中天这样的权重也带头回落。不过这种前一天上涨、次日冲高回落的分时结构并不新鲜，比较典型的就是7月10日。两次的区别在量：得益于周五没有大幅放量，这次只跌了1%出头，而不是4%以上。同样的结构、不同的量能，对应的是完全不同量级的抛压——这也是我不把周五定性为破位的原因。

（二）大金融：今天真正的增量变量在地产链

据8月28日中国人民银行、国家金融监督管理总局联合印发的《关于改革完善房地产信贷管理 推动加快构建房地产发展新模式的意见》（共七章36条），个人住房贷款期限由最长30年延长至最长40年，具体期限由购房人与商业银行协商确定；开发贷款期限由原来的3年延长至5到7年；所购新建住房实行现房销售的，个人住房贷款应在销售备案后发放，实行预售的应严格在项目竣工备案后发放，确保购房人能拿房、再还贷。同日金融监管总局印发《商品住房开发贷款管理办法（试行）》等五个管理办法，其中预售项目贷款期限原则上不超过3年、最长不超过5年，现售项目原则上不超过5年、最长不超过7年，并建立开发贷主办银行制度，项目相关全部资金纳入主办银行资金账户封闭管理。

据同日住房城乡建设部、自然资源部、金融监管总局联合印发的《关于完善商品住房销售制度的通知》，商品住房项目实行预售的，单体建筑应完成主体结构封顶，具体条件由各地确定；购房人支付的首付款、个人住房贷款等资金应全部存入监管账户；通知施行之日起，新出让土地的项目和已出让土地未取得建设工程规划许可证的项目优先选择现房销售。

地产行业基本面仍处在左侧，但中长期将从宏观层面重构房地产信贷制度，推动行业从依赖主体信用向基于项目情况转变；未来3年行业内部格局将显著分化，多元化商业运营、偏轻资产运营以及融资顺畅、布局核心城市主城区、历史包袱相对较轻的开发商穿越周期能力更强。

这套组合拳的落点是重构制度与防范交付风险，而不是短期刺激需求，所以它对销售数据的拉动会比市场情绪的反应慢得多。真正被修复的是银行涉房资产质量的预期——预售资金全额监管加竣工备案后放贷，等于把按揭的交付风险敞口大幅压缩。而原稿里没有展开的一点其实更关键：预售项目的个人房贷要严格在项目竣工备案后才发放，这一条对开发商现金流回笼节奏的冲击，实际上远大于40年房贷带来的需求端边际改善。对高周转、高杠杆的房企是收紧，对现金流稳健、以现房和运营为主的房企是相对利好，这也是国盛所说的分化的制度来源。

落到今天的观察：地产股和银行股谁的反应更持续，是最直接的验证。如果只有地产股冲高、银行不跟，那大概率还是主题博弈；如果银行同步走强并带动大金融托住指数，那这轮政策才具备把它读成大金融变量的资格。某种程度上，周末对地产的高度关注本身也是指数弱势的一种延续——资金找不到科技的抓手，才会去找政策的抓手。

（三）情绪：指数弱、个股强，注意滞后性

据周五数据，二板家数9个，对应一进二晋级率约15%；首板家数由60家增至64家，高标系数晋级，跌停个股仅1家（全市场统计口径为2只，属统计差异，不影响结论）。可以看到指数回落明显，但个股各项指标并未同步走坏，也可能存在一定的滞后性。

按我一贯用的接力强度判据：首板64家对应次日健康的二板家数应在9到10家以上，且首板家数不能锐减。所以今天判断个股会不会补跌，仍旧围绕这几项指标观察即可。由于是对亏钱效应的观察，高标有没有出现负反馈、跌停家数有没有增多，会比涨停家数来得直观得多。整体来说，市场情绪周期处于混沌试错期，但容错率是提高的。

关注位：上证3920，科创50 1620，创业板3350。据交易所数据，周五三大指数分别收于3952.18、1662.15、3424.40点，三个关注位都在收盘价下方，属于失守之后需要重新评估的位置，不是目标位，也不是买点。

三、今日情景推演
情形A：平开或低开高走，科技回流

若指数低开后能被接住并翻红，无论是周五冲高回落的AI硬件端，还是有不错表现的AI应用端，都有望迎来资金回流。前者可以留意有订单加持的大普微；后者除了已涨停的标的，更值得看的是尾盘炸板的三六零今天的反馈——炸板股次日的表现，本身就是资金对该方向态度最诚实的一次投票。

但要提醒的是，科技股要想彻底翻身，光靠PTFE这种小体量的题材远远不够，至少得有存储这样兼具容量和辨识度的方向持续走强，才有望把市场关注度重新拉回来。这也是我一直讲的以点带面：存储是本轮海内外共振的导火索与关键的点，光模块等属于面；只要存储稳住，面上的调整影响就可控。据周末消息，长鑫官宣LPDDR6内存量产——这是存储方向今天现成的抓手，可以直接看资金买不买账。

情形B：高开低走或低开走弱，逆势板块继续吸金

若指数走弱，剧本就是逆势板块继续吸金。今天有一个另辟蹊径的观察点：周五尾盘在资金的共同努力下，金健米业最终没有触发严重异动，情形类似26日的神奇制药。因此今天可以横向对比金健米业与27日神奇制药的强度，以此对整个逆势板块的强弱进行把握。如果强度足够，地产板块有望强上加强；反之便是高开低走。

不过要给这个方向打个折。北交所连板股花溪科技从平盘开始拉升的时间点，刚好就在创业板指翻绿后没多久，本质上还是和指数高度绑定；而且连30cm连板都出现了，说明这部分的博弈已经相当充分，换言之预期差已经不多了。个人判断，逆势板块此时更适合作为温度计来读，而不是作为仓位来做。

两个同日兑现的日程变量

据媒体统计，今天是2026年半年报披露截止日，还有150多家公司集中披露，其中不乏大盘股，越到收官阶段越要警惕尾部企业业绩不及预期甚至爆雷。同日9:30国家统计局公布8月官方制造业PMI，7月为49.2%，据公开经济日程市场预期约49.5%。

个人判断，这两件事都偏局部扰动，而非方向性变量。半年报爆雷是个股层面的排雷问题，处理方式是回避而不是减仓；PMI若仍在荣枯线下方，在当前的政策节奏里反而强化政策预期，未必读成利空。唯一需要警惕的组合是PMI明显低于预期叠加高标负反馈同时出现——那才是情绪与基本面共振向下。

四、板块定方向

网络安全 · 外盘映射型

据财联社8月27日电，网络安全公司CrowdStrike美股盘前上涨9.6%，公司第二财季业绩表现超出预期并上调业绩指引，AI带来的网络安全风险正在推动企业增加网络安全投入。据浙商证券观点，AI大模型能力持续迭代，正在推动网络安全行业逻辑从AI颠覆安全转向AI放大安全需求；国内厂商若能在云安全、零信任、身份安全、AI安全运营、数据安全和安全托管服务等方向形成平台化交付能力，有望受益于AI时代安全价值量提升与国产化导入加速。板块内上市公司包括中安科、麒麟信安等。

这是典型的外盘映射型题材：第一天走的是情绪，能不能有第二天，取决于国内厂商能否跟出订单口径或中报验证，否则容易一日游。这也符合我对A股软件板块的一贯定性——炒的是映射与题材概念而非业绩，属于事件驱动型的波段机会，不适合用景气趋势那套打法做中长线。

地产链 · 政策重估型

参照上文的制度分析，这个方向今天的定性是政策重估而非基本面反转，因此选股逻辑要落在能受益于制度切换的一侧，而不是弹性最大的一侧。

城建发展：据公司信息，控股股东为北京城建集团有限责任公司，目前形成房地产开发、对外股权投资和商业地产经营三大板块全面协调发展的局面；上半年地产主业结转利润实际较为可观，销售金额同比增长20%，全年有望保持正增长。个人判断，国资背景加核心城市布局，正对应国盛所说的穿越周期能力更强的一类。

南都物业：据公司信息，公司是首家A股上市的物业服务企业；截至2025年末，总签约项目681个，总签约面积9000.74万平方米，业态分布上住宅项目占比60.63%、商写项目占比28.09%、城市服务项目占比11.28%。个人判断，物管属于轻资产运营一侧，与现房销售制度切换的方向一致，但弹性与题材属性弱于开发商，更偏跟随。

词元经济与算力租赁 · 产业趋势型

据求是网发文，十五五时期是我国人工智能从技术爆发转向应用成熟的重要战略窗口，智能经济的内生增长动力来自智能水平、应用程序编程接口调用量、智能转化效率三者构成的正反馈循环，应紧扣词元引擎功能，推高词元价值释放的智能上限，扩大生成词元内容的利用规模，提升词元与实体经济的融合水平。据渤海证券连天龙观点，围绕Token的调用、分发与结算，一套新的价值体系正在加速形成，并成为人工智能产业变现的重要路径，持续看好算力租赁等AI云计算服务环节。

协创数据：据公司信息，算力业务在手订单充裕，已为AI应用服务规划了相应的算力资源，通过FCloud平台实现高效算力调度，确保AI应用服务与算力租赁业务并行发展。

日科化学：据公司信息，以全资子公司哈金贝斯作为人工智能业务的专业化运营平台，通过控股收购碳和科技切入算力服务领域，逐步搭建人工智能业务发展架构。

这与我此前反复讲的那条线索是同一条：由于合规约束、国产先进制程新产能尚未有效释放，算力租赁事实上是国内高端算力近乎唯一的来源，叠加Token分成模式落地，部分算租公司有望晋升为新云厂。但今天分辨真伪的标准很简单——分清谁真有在手订单和在手算力，谁只是把公告里的规划当业绩讲。词元经济是一个能讲很久的叙事，正因为能讲很久，短期就更容易被用来做题材而非做业绩。

消费出海映射 · 补充位

据消息，Gap涨近13%，公司二季度业绩超预期，同时上调全年盈利指引，并任命零售资深人士出任新首席执行官；关注具备结构性成长潜力或有清晰业绩修复抓手的企业，以及稳健增长且股息安全边际较优的公司，A股相关公司包括九牧王、新澳股份等。个人判断，这类映射弹性小、持续性弱，只能算补充位，不构成主线，更适合作为指数走弱时资金分流的去向来观察，而不是作为参与对象。

五、个股定时点：液冷Cage与连接器链的跟踪更新

这一节是产业链跟踪记录，不是交易指令。我对这条线的定性没有变：液冷Cage是两倍做多光模块——渗透率从零到一，叠加单口价值量跃升，且双寡头格局显著优于光模块本体。

奕东电子（中报）：据公司中报，2026年上半年营收14.13亿元，同比增长40.11%；归母净利润915.90万元，同比扭亏为盈（去年同期亏损411.65万元）；扣非归母净利润105.06万元，同比扭亏为盈（去年同期亏损934.6万元）；营收与利润未同步主因股权激励费用（0.3亿元以上）与研发费用增加，基本每股收益0.04元。单季度看，Q2营收8.04亿元、同比增长41.5%，归母净利润亏损33万元，扣非亏损462万元；毛利率18.13%，同比提升1.39个百分点，环比下降3.93个百分点。分业务看，连接器及零组件营收6.54亿元、同比增长51.85%，毛利率提升3.03个百分点；热管理产品1.74亿元、同比增长712.26%，毛利率提升1.26个百分点。据公司信息，与光模块配套的Cage产品中，OSFP 112G、OSFP-XD 224G、OverPass 224G等系列订单大幅增长，承接的国内、国际头部客户新一代光模块CAGE产品已持续大批量交付；并购冠鼎后，散热产品开始批量应用于高性能AI数据中心集群。

鼎通科技：据机构交流口径，英伟达近日独家验证了公司的液冷IO产品，进展顺利，预计正式进入英伟达供应商名录；公司明确四季度加速放量，目前仍为独供，价格预计不变、暂无降价；针对近期市场关于2026年需求预期下降的传闻，沟通反馈为2026至2027年维持此前交流预期不变。以上信息来自交流口径而非公开披露，未经独立核实，据此决策需自行判断。

当下液冷Cage行业处在等待大批量订单落地的空窗期，产品刚在下游大厂验证，所以现阶段它是逢低跟踪的品种，而不是追高的品种。两家的客户均为北美连接器大厂，判断不受可能的光模块限制类消息影响；此前我也提示过，这类消息属于短期交易情绪、中期观察规则口径、长期比拼产品良率交付，中长期大概率雷声大雨点小。节奏上，鼎通已批量出货且在加速，奕东认证落地后基数低带来的业绩增速弹性会更明显——两者不是替代关系，而是时间差关系。

华丰科技（中报）：据公司中报，2026年上半年营业收入12.61亿元，同比增长14.09%；归母净利润1.47亿元，同比下降2.23%，业绩不及预期。分板块看，通信板块增长11%，防务板块增长41%，工业板块下降8%。利润承压主因910C向950的切换：950高速线模组量产初期良率偏低、原材料涨价，叠加新能源汽车行业承压，工业板块归母净利润同比减少两千余万元，研发费用增速显著高于收入增速。据公司交流，新一代224G高速线模组于6月量产，当前处于产能爬坡期，7至8月良率已明显好转；产能瓶颈为人员与场地不足，产线正在扩建，成本前置投入；NPO socket已完成产品开发，CPU socket已量产；防务板块重点布局低轨卫星、低空经济及深海核电，工业板块向高压连接器转型。

这是一份典型的切换期业绩坑：老产品退、新产品还在爬坡，报表最难看的时点通常就在切换的中间。能否修复取决于Q3至Q4良率爬坡与产能释放的兑现，所以它属于跟踪验证型标的，不适合当作博弈型标的来做。高速线模组制造难度较上一代显著提升，目前由两家核心供应商主导，格局本身不差，问题只在时间点。

六、今日纪律

第一，环境已经定性为缩量震荡加混沌试错期，那么仓位就不应该按趋势行情来配。指数只提供环境，不提供方向。

第二，今天的所有观察都围绕一个问题：科技端有没有回流，逆势端有没有走强。两边都没有，就是纯粹的缩量磨盘，此时最好的动作是不动。

第三，缺业绩承接的事件驱动方向（网络安全、消费出海映射）急跌时不接飞刀，等关键均线支撑再谈参与；确定性较高的产业趋势方向（液冷Cage、国产算力）保持买阴不买阳的纪律——确定性决定敢不敢在阴线上接，不等于任何位置都能买，更不是在阳线上追。

第四，今天是半年报截止日，手上持仓若尚未披露，优先确认披露安排，把排雷放在博弈之前。

 

风险提示与免责声明：本文为个人研究记录与盘面复盘，所涉指数点位、行业数据与公司信息均标注来源，部分来自机构交流口径，未经独立核实者已在文中注明。市场有风险，投资须谨慎，读者应独立判断并自行承担决策后果。

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8月份，制造业采购经理指数（PMI）为49.8%，比上月上升0.6个百分点，景气水平回升。

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核心驱动:8月31日《后西游记》正式定档，作为国内首部上星播出的AI长剧，由Seedance 2.0、Seedance2.5提供AI技术支持，采用AlGC完成画面与人物演绎、无真人演员参与，并采用"边制作、边审核、边播出"的创新模式，为"广电21条"发布后首部边审边播剧集，标志AI内容从技术展示进入主流内容产业。

产业意义:本图按出品方、短剧(平台/漫剧)、艺人经纪、版权、Seedance(官网/算力)等环节梳理A长剧产业链核心标的，覆盖内容出品、分发平台、AI漫剧、艺人资源、IP版权及底层算力全链条。 

这个方向持股体验确实很差，基本上都是催化刺激，确定性肯定是不够的。

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再说一遍上周五说过的模式交易，科技整体偏弱，局部走强，不过走强的方向都是我们覆盖的，所以还可以，我们刚抄底如果后面有行情，就说明这是行情的初期，在初期要好好赚钱，不要等后面又犯浮盈加仓一把亏光的错误。仓位想上也可以，想控制仓位也可以，两个打法不一样，根据你们自己的能力来，害怕睡不着觉就手上多留点现金，做交易，无论大涨还是大跌，都要睡得着觉，吃的下饭。

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今日是8月最后一个交易日。外围集体低开、午前逐步企稳、午后资金进场推动指数持续拉升，最终全线收红，量能也从缩量转为放量。真正需要留意的不是今天涨了多少，而是在新老周期交接的节点上，9月的风格切换正在被提前定价。

一、指数定环境：外围利空一次性消化，量能重回2.13万亿

据行情数据，上证综指收3986.30点、涨0.86%，深证成指收14015.00点、涨0.44%，创业板指收3438.68点、涨0.42%，科创50涨1.34%收1684.39点，沪深300涨0.35%收4625.09点；沪深两市成交2.13万亿元，全市约3000只个股上涨。拉长到全月看，三大指数集体收涨，沪指月涨超4%，中证2000月涨逾13%，其间有4个交易日成交不足2万亿元。

今天的形态是典型的低开高走：外围走弱只反映在开盘定价上，开盘之后市场回到自身节奏。个人判断，这类走势应归为外力扰动而非内生性回调——外围利空在一个交易日内被充分消化，量能由缩量转为温和放量，验证的是资金承接力，而不是情绪亢奋。

情绪端相对偏弱，与指数之间稍有割裂，这是今天最需要正视的地方。指数走强而情绪未同步跟上，多数出现在新老周期交接的节点上：旧主线的溢价在收敛，新主线的接力梯队尚未稳定建立。9月要防的不是方向，而是风格切换；位置决定意义，同样的涨幅落在旧主线的高位和新方向的低位，含义完全不同。

二、板块定方向：科技主攻，非科技做指数，下跌各有各的逻辑

科技主攻：AI应用领涨，算力硬件共振

AI应用：据公开信息，由芒果TV出品、伯璟文化承制的季播剧《后西游记》自8月31日起上线芒果TV并登陆湖南卫视黄金档，据火山引擎介绍，该剧由Seedance 2.0、2.5提供全流程AI技术支持。这是国内首部上星播出的AI长剧，核心意义在于AIGC内容从短视频形态正式进入长视频的工业化、商业化阶段，行业生产效率与估值体系迎来重估。行情上，影视院线、出版、营销等细分方向全线爆发，短剧／互动影游方向当日涨约7.13%，欢瑞世纪、芒果超媒、中广天择、掌阅科技、荣信文化、上海电影、德才股份等多股涨停。个人判断，明日芒果超媒若以20%一字承接，会进一步刺激量化买盘入场，这是观察AI应用能否成为主线而非一日游的第一个抓手。

算力硬件：与AI应用形成共振，其中液冷表现最为强势。据市场报道，山东、广东等地液冷产线满产运行，核心设备CDU订单已排至2026年底，三季度行业业绩释放的预期较为明确。超节点方向浪潮信息午后涨停，收85.18元、涨9.99%；据公司中报，2026H1营收843.79亿元、同比增5.22%，归母净利润29.52亿元、同比增269.59%，其中Q2单季归母净利23.47亿元、同比增598.50%，Q2单季毛利率10.28%、环比提升3.64个百分点，2026Q2末合同负债283.69亿元、较2026Q1末增长131.55%。个人判断，合同负债与原材料备货的同步高增，是比利润表更前置的交付信号，也是这一轮硬件行情与纯题材炒作的分界线。

端侧AI：据报道，近期被英伟达收购的开源AI平台HuggingFace发布售价399美元的开源机器人Microduck，主打开源、可编程与强化学习，面向的核心用户是AI开发者。消息刺激下早盘SoC、智能模组等方向领涨，瑞芯微、美格智能等涨停，午后带动消费电子整体回暖。

非科技：不是防御，是在做指数

银行与煤炭涨幅居前，据盘面中国银行、中信银行再创新高。但从结构上看，这一次并非资金出于防御需求的被动切换——尾盘券商异动锦上添花，更像是有资金在提前布局指数层面的反转预期。个人判断，券商这一异动能否得到次日的正反馈，比今天涨了多少更重要。

下跌方向：各有各的调整逻辑

有色：据市场报道，沃什在杰克逊霍尔的首次公开表态偏鹰，加息预期升温压制国际金价，黄金股跟随回落，有色集体走弱。个人判断后市仍有望反复——美元的信用问题并没有得到有效解决，加息预期是节奏上的扰动，而不是这一轮定价逻辑的终结。

地产：利好兑现，高开后大幅回落，仅少数个股维持涨停。明日关注前排龙头的博弈，个人判断板块大概率还是会留有活口，但性质已经从趋势转为事件驱动的博弈。

医药：集体退潮之后，短期不再是资金关注的焦点。

农业：今天比较像是逆指数的被动下跌，与科技形成明显的跷跷板效应，与此前电力的运行节奏极为相似。个人判断短期还会有反复，但不再是短线热钱的主要焦点。

三、个股定时点：盘面事实与产业链跟踪记录

吉视传媒：AIGC长剧的制作（虚拟建模、智能渲染、AI生成内容）依赖大规模、高稳定的智能算力支撑。据公司信息，全国首家文化媒体算力基地——中国广电（吉林）文化媒体算力基地已正式揭牌，纳入全国广电“1+7+31+N”文化大数据算力布局，定位于填补东北区域媒体智能算力空白；公司与阿里云签署深度合作协议共建新一代数智基础设施，已建成10万平米A类数据中心（3000个标准机柜），并计划投建AIGC算力中心。应用层面，基于DeepSeek训练的“吉林文旅大模型”已投入应用，为国内首个省级文旅垂直领域大模型；全资子公司出品的30集全流程AIGC悬疑探险剧《长白山密码》已开机，依托算力基地完成虚拟建模与智能渲染。其真正的差异在于“算力自持＋大模型自研＋内容自制＋渠道自有”的完整闭环，这是纯内容或纯算力公司都难以复制的结构性壁垒，对应的是从传统广电运营商向“AI内容＋文化算力”双轮驱动平台的跃迁。

锐捷网络：国产超节点的核心在于集群替换——一旦采用自主RoCE架构，就需要包括交换互联标准定义在内的全栈国产方案。据公司信息，公司是国内少数具备完整自主RoCE智算网络标准定义与万卡级超节点交付能力的厂商，自研AI-FlexForce无损组网方案深度适配昇腾等国产GPU超节点集群，400G/800G高速RoCE交换机已批量进入头部云厂商、运营商的大型智算集采，可同步提供整机、自研操作系统与拥塞控制算法的一体化交付。交换机与GPU配比随超节点架构大幅抬升，推升的是单机价值量，高端机型量价齐升才是盈利弹性的来源；政企、园区网络业务提供的稳定现金流则对冲算力资本开支的周期波动。另据公开信息，我国已启动人工智能大模型IPv6能力提升专项行动，IPv6单栈升级最直接的物理载体就是网络设备，高速交换机同时受益于Token流量爆发与IPv6改造。

新朋股份：AI液冷需求刚性爆发、储能行业高景气、回购提振信心三重共振。据公司信息，公司从传统汽车零部件制造商向AI液冷核心供应商转型，已向施耐德等国际企业供应数据中心液冷机柜，液冷配套产品已小批量生产并获订单，并与全球领先水泵解决方案提供商格兰富签署合作备忘录；储能方面，泰国子公司已与美国捷普签署电池储能系统项目投资合作协议，共建约1.5万平方米二期厂房、开发中大型储能箱体，公司被市场普遍视为特斯拉Megapack储能柜体的主力供应商。此外公司拟以不超过1.2亿元回购股份用于员工持股计划或股权激励，并已取得浦发银行不超过1亿元专项贷款承诺。传统汽车零部件业务提供的稳健现金流，是这类转型标的能否熬过认证周期的关键变量。

优利德（688628）：据卖方材料，光模块产线中测试仪器设备占设备支出比例约40%~50%，伴随AI算力需求推动光模块传输速率向800G/1.6T演进，光通信测试仪器需求有望同步提升。公司通过收购信测通信51%股权切入光通信测试领域，产品包括光功率计、光纤熔接机、光时域反射仪、电磁辐射检测仪等，苏州联讯为第二大客户；采样示波器是光通信高速测试的核心仪器，公司13GHz带宽示波器已形成一定技术能力，未来或与信测通信的客户渠道形成协同。据天风证券朱晔预计，公司2026—2028年归母净利润2.45/3.23/3.92亿元，同比增长62%/32%/21%，对应PE分别为36/27/22倍。风险提示：下游扩产不及预期、收购整合不及预期。

潞安环能（601699）：据卖方材料，公司是连续多年稳占市占率第一的喷吹煤龙头，上半年实现归母净利润17.78亿元、同比增长31.85%，Q2商品煤综合售价约646元/吨、环比上涨约17%；资源拓展形成“短期增量—中期接续—长期储备”的梯次布局。据国泰海通证券黄涛，上调公司2026—2027年EPS至1.14元、1.29元（原0.84元、1.01元），新增2028年EPS 1.38元。风险提示：煤价大幅波动。

四、研报脱水：新周期向上游延伸，老周期在中报后找拐点

光模块交付：据国盛证券中报梳理，中报季接近尾声后，更值得关注的是未来交付能力的前置信号。以“预付账款＋存货−发出商品”衡量在手弹药，中际旭创约207.80亿元、新易盛约122.76亿元、光迅科技约99.85亿元；以“库存覆盖月数”衡量安全垫，中际旭创约4.6个月、新易盛约5.5个月，头部厂商普遍备足约半年用量。按单位成本与ASP估算，中际旭创、新易盛合计潜在可交付模块数超过2800万只。

PTFE：据国金证券点评，PTFE正从军工、5G通信的专用高频材料，升级为AI服务器下一代核心板材方案：英伟达计划在Rubin Ultra的Oberon机架switch tray采用PTFE，以M9+PTFE混压解决加工难题，国内部分PCB龙头已向英伟达交付PTFE样品。PTFE在10GHz下介电常数2.1、介质损耗0.0004，电子级树脂成本也低于M9碳氢树脂。相关标的：生益科技、联瑞新材、肯特股份、东岳集团。

白电：据国金证券中报总结，26H1板块收入基本持平、利润阶段性承压，但半年报后有三个积极信号：11月空调内销排产预计高增40%、海外Q4排产回升；中东战争扰动消退带动前期延后订单恢复交付；铜铝等大宗涨价对盈利的影响预计Q2是高点，后续边际减弱。

医疗设备：据华源证券行业跟踪，2026年7月消化内镜、MRI、CT、超声四大品种中标金额均取得两位数同比增长，较26H1的表观数据改善明显，四品种同时改善而非单一品种孤证；26Q1/Q2相关设备厂家收入连续正增长，26H1头部公司毛利率大多较2025年企稳。

这四条放在一起看，指向的正是新老周期交接的两侧：光模块与PTFE是新周期在硬件端继续向上游延伸，白电与医疗设备则是老周期在中报之后寻找基本面拐点。9月的风格切换如果真的发生，大概率发生在这两侧之间，而不是在同一侧内部轮动。

五、盘后跟踪：从内容侧的无限供给，到推理侧的预填充算力

英伟达Rubin CPX重启：据郭明錤，在市场普遍认为Rubin CPX已从英伟达产品路线图中消失之际，该项目已恢复开发，预计2027年第一季度进入量产。与前代设计相比，新版CPX单卡运算效能与Rubin相当，最大功耗2300瓦，显存改为168GB HBM4——作为对照，Rubin为288GB HBM4，而早期CPX版本用的是128GB GDDR7。机架上不再与Rubin共用，改为独立的MGX ETL机架，客户可选配64、128、192或256颗CPX，每64颗构成一个模块，含八个计算托盘（每托盘八卡）与一个交换托盘。互联层级上，NVLink只负责托盘内八卡之间的扩展，单卡NVLink带宽约1—1.5TB/s（Rubin为3.6TB/s），托盘之间走铜缆连接的Spectrum-6以太网，跨模块之间才通过OSFP光链路。使用方式上CPX需与Vera Rubin NVL72搭配，建议配比1:1，由CPX负责预填充数据并构建KV缓存，再经以太网RDMA传给Rubin解码。

这条消息的产业含义偏铜、偏电、偏存储，而不是偏光。CPX从GDDR7改回HBM4、又按1:1与主卡配置，等于凭空增加了一份与主卡同量级的HBM4需求；单卡2300瓦、八卡托盘、最高256卡的独立机架，压力落在整柜集成、供电与液冷；而横向扩展走的是以太网RDMA而非NVLink，对应到国内正是自主RoCE与高速交换那条线。光的增量在这条产品线里反而是相对弱的一环——机架模块内部是全铜，只有跨模块才用光。

内容侧的对照：据公开信息，MiniMax于8月31日上线H3 Max，生成一段5秒、768p的完整音视频耗时不到3秒，同日上线24小时不停机的AI直播网站；据相关报道，海外开发者已将其接入Twitch做成没有节目单、由弹幕改写画面的直播频道，观看量接近530万。供给侧的量级同样有第三方口径可参照：据相关统计，2026上半年抖音端新上线AI剧／漫剧22.19万部，一季度上线的微短剧中AI生成漫剧占比超过95%，日上新峰值一度超过2000部；可灵AI截至2026年4月累计生成6亿条视频、服务创作者6000万。

把这两条放在一起看才有意义：生成速度快过播放速度，意味着内容供给从有限变成无限，对应的是推理侧Token消耗的量级跃迁；而CPX存在的理由，恰恰是据郭明錤所述目前超过50%的AI推理工作负载都在处理输入上下文、构建KV缓存。一个是需求端的表征，一个是硬件为这种负载单开一条产品线的回应。这正好补上了硬件叙事一直缺的那个前置条件——只有AI应用真跑通、Token消耗真扩大，硬件需求扩大才有依据。

CPX是2027年第一季度才量产的远期规划，且这一项目本身经历过被市场认为移出路线图、如今又重启的反复，规划反复本身就说明它目前只到交易情绪与主题定价的层级，不构成基本面兑现。个人判断，它更适合作为观察硬件方向资金偏好的一个信号——如果明日盘面对这条消息的反馈集中在存储、铜连接与液冷，而不是笼统的光模块普涨，说明资金对细节是读进去了的，这类行情的质量也会更高。

六、明日观察：两种情形与跟踪变量

情形A：若开盘量能维持在2.1万亿元以上，AI应用高标继续封板、首板家数不出现锐减，则轮动延续、风格仍偏科技，尾盘券商的异动可以视为指数层面的加分项。此时按原方向继续参与优于急于换手。

情形B：若高标出现明显分歧、成交回落至2万亿元以下，则应把今天的低开高走定性为新老周期交接期的正常震荡，重心转向低位与老周期修复方向，等待9月风格切换的确认信号，而不是在旧主线的高位追接力。

跟踪变量五条：一是芒果超媒明日的封板形态与量化买盘的反馈；二是券商异动能否得到次日正反馈；三是地产前排龙头的博弈结果，板块是否如判断那样留有活口；四是有色在加息预期扰动下的反复节奏；五是Rubin CPX重启的盘面反馈落在哪个环节——落在存储、铜连接与液冷是读懂了，落在光模块普涨则更接近情绪定价。

整体来看，今日低开高走确认了市场韧性，外围利空冲击已被充分消化，量能温和放大也验证了资金承接力度，9月行情可期。

 

免责声明：本文为个人复盘记录与产业跟踪，所涉数据均来自公开信息与卖方研究材料，仅供研究交流参考，不构成任何投资建议。市场有风险，投资需谨慎，据此操作，风险自担。

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今天是九月的第一个交易日，也是这一轮外围压力的第一次正式测试。外围的定价权不在股票，而在美债和原油；A股内部的定价权不在消息，而在量能和大金融。

一、隔夜与开盘预判：亚洲偏弱，但不是一起跌

先给外围一个整体定性。个人倾向于认为，今天的亚洲市场是弱，但不会一起跌。日本、韩国这类对全球利率和科技估值更敏感的市场应当相对谨慎，因为真正压制亚洲风险资产的已经不是某一个人的表态，而是美债收益率高、油价高、加息预期高这三件事同时存在。这三者叠加，对高估值科技资产尤其不友好——它同时抬高了贴现率、抬高了成本端、并且封住了宽松预期的想象空间。

据市场对美联储主席沃什上周五（8月28日）在杰克逊霍尔首场重要讲话的解读，其重申2%通胀目标是坚定且固定的，并表示当前金融条件并不紧缩，利率仍是实现政策目标的主要工具；据CME FedWatch，市场随后一度将9月加息概率定价至接近五成。这段表态的意义不在于是否真的加息，而在于它把宽松预期这条估值支撑腿暂时抽掉了，在靴子落地前，资金不会在单一方向上下注，但会先降低对高估值资产的容忍度。

中国市场的位置稍微特殊一些。据国家统计局8月31日公布的数据，8月官方制造业PMI为49.8%，较上月的49.2%回升0.6个百分点，好于市场预期；其中生产指数50.4%、新订单指数50.6%、新出口订单50.16%均重新回到荣枯线上方，供应商配送时间指数50.1%为七个月来首次缩短。但同期非制造业商务活动指数为49.0%，与上月持平并低于市场预期，其中建筑业46.9%、服务业49.3%，非制造业新订单指数进一步降至44.1%；综合PMI产出指数为49.5%。

这份数据的结构是生产端与外需在修复、内需仍然弱。它足以支撑A股不跟随外围一起系统性下杀，但不足以支撑一轮由基本面驱动的全面上攻，因此外围偏弱之下，A股内部大概率继续走分化而不是共振。港股则要比A股更谨慎一档，因为它对美元流动性和全球风险偏好的敏感度更高，这一点在过去几次外围利率抬升的窗口里已经反复验证过。

据PMI分项，8月制造业投入成本通胀加速升至三个月最高（56.6），出厂价格在上月下跌后回升至50.4。这个价格分项与下文提到的电子布提价属于同一条线索，对上游涨价方向是有印证意义的，值得单独记一笔。

二、今天最重要的资产不是股票，而是美债

据行情数据，9月1日10年期美债收益率已升至4.77%，为2025年1月以来首次重新来到这一带。今天全球资产的主定价变量是美债，不是股指本身，股指只是被动接受这个价格的结果。

给两个具体的观察阈值。若今日10年期进一步升至4.80%、30年期升至5.30%，全球市场的警报将再次升级，届时需要防范的不只是估值压缩，还有跨资产的被动去杠杆；反之，若收益率在4.70%—4.75%这一带止住，昨天积累的压力就有机会先行释放一部分。

对A股的传导路径要说清楚：美债利率上行首先杀的是全球高久期科技资产的估值，进而通过日韩、纳指、港股三个跳板影响A股科技方向的开盘定价与情绪，但它并不直接改变国内产业订单。这决定了美债对A股的影响更多体现在开盘那一下和板块贝塔上，而不是全天节奏——低开不可怕，接不住才可怕。

三、原油仍是总开关：90是战场，91是确认线

据行情数据，8月31日布伦特原油盘中一度报90.31美元/桶、涨约2.29%，前一交易日收报88.29美元/桶，日内区间大致在89.03至90.61美元之间；同期WTI在83美元一线。据公开报道，本轮上冲与霍尔木兹海峡方向的地缘冲突再度升级有关。

仍旧沿用昨天的定义：90美元是战场，91美元是确认线。油价决定的不是能源股，而是美债会不会重新交易通胀，所以它是这一轮的总开关。

情形A：布伦特有效突破91美元并向92—94美元延伸。个人判断，美债市场会立刻重新交易通胀，10年期上破4.80%的概率显著抬升，届时全球科技资产会迎来第二波估值压缩，A股的AI硬件、半导体等高贝塔方向要相应降低预期。

情形B：油价重新回落到89美元甚至更低。那么昨天全球资产承受的压力会明显缓解，美债的边际压力同步减轻，风险偏好有修复窗口。个人判断，这种情形下A股科技方向的资金回流会比昨天更顺畅，题材的持续性也会更好。

四、黄金：下行风险还没有释放干净

位置上，4416一线附近具备一定支撑，上方阻力位于4501附近。一旦有效跌破4416，将打开新一轮下行空间。逻辑上这与美债实际利率抬升是一致的：名义利率上行而通胀预期尚未同步走高时，无息资产首当其冲。

对应到A股，昨天黄金概念跌幅居前并不是孤立现象，而是外围定价的直接映射。个人判断，在美债收益率见顶信号出现之前，黄金概念不适合作为这一轮的防御首选；真正的防御位置目前更可能在低位、低仓位、且有自身产业催化的方向上。

五、真正的决战在北京时间22:00

据公开的经济数据日程，今晚美国将同时公布JOLTS职位空缺、ISM制造业PMI以及ISM制造业物价支付指数。据本人跟踪的一致预期口径，ISM制造业约55.3、物价支付指数约72、JOLTS职位空缺约739万。

美股开盘前可能会出现一次反弹尝试，但22:00的数据才决定这次反弹是真修复还是诱多。三种情形分开推演：

情形一 · ISM强、物价支付高：这是最直接的加息交易组合，美债收益率上破前述阈值的概率最高，纳指承压重于道指，因为杀的是估值而不是盈利。对应到明天的A股，开盘定价偏向低开，科技方向承压。

情形二 · ISM弱、物价支付仍高：这是最难处理的滞胀组合。个人判断，这种情形对风险资产最不友好——增长预期下修的同时通胀预期不降，股债双杀的概率上升，且没有「弱数据等于降息」的安慰剂。

情形三 · ISM尚可、物价支付回落：这才是真修复。个人判断，只有物价支付项掉下来，美债才有名正言顺的喘息空间，油价与利率的双重压制才算暂时解除，届时全球科技资产的反弹才具备延续性。

这里要重申一条时序纪律：晚间公布的美国数据是A股下一个交易日开盘的定价输入，而不是今天盘中的变量。今天仍应按照A股自身的量能与接力节奏操作，收盘前再根据隔夜风险敞口调整仓位，不要把仓位提前交给一个尚未公布的数字。

六、指数定环境：量能、大金融与4000点
（一）量能：2万亿出头的默契

先复盘昨天。周一市场午后探底回升，三大指数全线翻红。虽然上周末美联储偏鹰的表态一度加剧了恐慌，但正如盘前所说，直到靴子落地前，资本都不会在单一方向上下注——一方面指数如期低开高走，另一方面量能既没有在早盘因为恐慌而放大，也没有因为午后的翻红而明显放大，全天仍只有2万亿出头。

这可以理解为多空双方之间心照不宣地达成了默契。结合这两天的表现不难发现，无论涨跌与否，只要量能控制在合理区间内，市场现有的平衡就很难被轻易打破。因此今天真正的关键不是涨跌本身，而是除了美联储议息之外，还有什么会打破量能的稳态。

（二）4000点：一个会自己制造量能的变量

昨天沪指收盘再度逼近4000点关口。个人判断，这个位置本身就是一个会主动制造量能的变量——之后如果出现试探行为，不管最终有没有成功站上4000点，都可能刺激到场内或者场外资金。

两个可以直接对照的样本：8月17日至18日连续两日上攻无果之后，19日旋即放量大跌；反观8月11日的主动回撤，市场反倒稳住了。其中的差别在于，被动的攻而不克会把犹豫的筹码变成卖盘，而主动的回撤会把犹豫的筹码变成观望。

情形A：温和放量并站上4000点，且大金融同步配合。个人判断，这种情形下上方空间才算真正打开，可以按右侧确认的方式跟随，而不必抢在关口之前。

情形B：放量冲高回落，或连续两日攻而不克。个人判断，届时应参考8月19日的处理方式，先降低仓位的进攻性，等待量能重新回到2万亿附近的稳态区间再谈参与。

（三）大金融：突破4000点不可或缺的一环

昨天大金融再度有超预期的表现，并且已经从券商扩散至银行。如果指数想突破上方4000点的压制，大金融是不可或缺的一环——它既是权重上的抬轿者，也是市场对流动性预期的直接读数。今天需要重点观察的是扩散能否延续，还是仅仅停留在昨天的一日游。

（四）日内微观：午盘前后半小时

仍然是那句话，午盘前后半小时的指数方向选择很关键。昨天尤为明显的信号，是午后以中文在线为代表的AI视频概念直线拉开——作为一个科技方向的新题材，它直观地反映出资金经过一个中午的思考和情绪酝酿，最终决定的是上攻而不是防御。今天仍应把11:00至11:30与13:00至13:30这两个窗口作为观察资金真实意图的锚点。

七、情绪与接力：稳中向好，裂缝在跌停家数

先看数据。据昨日盘面统计，二板家数10个，对应的一进二晋级率15.63%；首板家数由64家增至68家；高标除深中华A外基本系数晋级；但跌停个股大幅增至11家。

按一贯的接力强度判据，68个首板对应约15%的晋级率，理论上应有10家上下的二板，昨天的实际数据与之基本吻合，且首板家数不减反增，说明接力面没有收敛。绝大部分指标都是稳中向好的。

唯一需要留意的是跌停家数的增多。虽然多数为资源和医药股，不排除是风格切换所致，但要避免的是连续跌停的情况出现——一旦局部区域的亏钱效应加剧，后续无可避免会传导开来并影响整个市场。参考7月中旬德明利和合肥城建刚开始连续跌停的时候，当时不会有人料到亏钱效应会如此迅速地从存储扩散至整个科技板块。今天需要盯的不是跌停家数本身，而是昨天跌停的个股里有没有出现第二个跌停。

八、板块定方向：逆势板块、科技轮动与新叙事
（一）逆势板块：预期差已经不多

盘前的侧重点在于这部分的博弈已经相当充分、预期差已经不多，以及可以横向对比金健米业和8月27日神奇制药的强度，并以此把握整个逆势板块的强弱。最后的走势与推演基本一致：一边是指数低开高走，另一边金健米业的强度也远不及之前的神奇制药，整体热度下降明显。

今天如果指数配合，地产股存在一定的反包预期，一方面是这个方向比较新，另一方面是回落较多。但也正因为是地产股，所以预期很难给太高。个人判断，地产更适合作为指数强弱的验证指标，而不是主攻方向。

（二）科技：轮动偏快，等一个指向性

盘前说的如果指数低开高走的话，就有望迎来资金的回流也得到了应验，不过缺点在于整体的轮动还是偏快：硬件方向的大普微没能如期反包，应用方向虽然新发酵了AI长剧，但上周五活跃的网络安全方向就直接被弃之如敝履了。

今天AI长剧方向如果能展现出指向性固然最好，会让资金有一个集中发力的方向；如果不及预期，那就继续围绕新消息轮动炒作。两种情形对应的操作难度完全不同：前者可以做持续性，后者只能做当日博弈。

（三）AI视频：新叙事的催化与卖方落点

据公开信息，8月31日由芒果TV出品、芒果TV AIGC创新内容中心制作、伯璟文化承制的神话题材季播剧《后西游记》上线芒果TV，并登陆湖南卫视黄金档，「剧好看」大屏点播专区同步首发。

据中泰证券康雅雯的观点，AI短剧已先行验证AI影视的商业逻辑，上半年国内AI短剧大盘增长且用户规模快速提升，并将向整个影视行业渗透；全球视频生成进入降本、提效、提质共振期，看好具有产业链占位优势、能够加快积累并升级持续产出可盈利内容方法论的企业。

板块内相关上市公司：据卖方梳理，包括芒果超媒、欢瑞世纪等。

以上是卖方的结论，本人的落点如下。AI视频属于典型的逻辑后置的新叙事——资金先介入，叙事随后被命名。它的优点是新、位置低、有真实的内容侧催化；缺点是商业模式的兑现仍在早期，需求端的验证周期长于炒作周期。因此它更适合按事件驱动的波段来做，而不是按趋势来做。

九、AI应用服务商：工信部专项行动

据工业和信息化部办公厅发布的通知，将开展人工智能应用服务商培育专项行动，以专项行动为牵引建立服务商资源池，靶向提升服务商的技术创新、集成交付、安全合规能力。据该通知，到2026年底全国服务商资源池内服务商数量突破2000家，形成结构合理、分工有序、协同创新的多层次梯队；到2027年底不少于3000家，支撑形成全要素协同、全链条贯通、全场景覆盖的人工智能应用服务生态。

据东方证券浦俊懿的观点，此前业内前沿模型往往闭源且API调用成本高企，使得AI的使用门槛和落地成本较高；近期开源模型性能提升明显且价格优势显著，全方位利好AI产业链中模型以外的主体，平价化、开源化的模型供给可有效削减下游应用企业的研发与运营成本，并加速文本、推理及多模态AI应用的商业化落地。

易点天下：据公司信息，率先在出海营销领域布局AIGC战略，联合国内外主流大模型与底层算力平台，提供从算力支持到内容生产再到发行、增长与变现的全流程解决方案，与谷歌云、亚马逊AWS、微软Azure等保持合作关系。

泛微网络：据公司信息，获得腾讯战略投资、是企业微信战略合作伙伴，并持续完善AI产品矩阵，已推出智能底座、智能办公、智能运营、智能采集等多项AI产品。

这条线索的本质仍然落在给AI应用卖铲子的基础设施环节，而不是应用本身。政策给的是交付能力与合规资质的门槛，谁能进资源池、谁具备集成交付能力，才是后续订单的分配依据；纯粹套壳AI功能的传统软件，短期可以蹭到情绪，中期依然会被大模型能力下沉所侵蚀。

十、上游涨价：电子布正式提价

据记者自中国巨石获悉，公司已正式上调9月份电子布价格，其中厚布涨价15%、薄布上涨20%。据卓创资讯数据，8月31日主流厂商电子布均价均在10元/米以上，平均价最高值为13.25元/米。

据东方财富证券王翩翩的观点，当前电子布延续供不应求的格局，中高端产品D、E系列细纱及布供不应求，产品结构调整缩减了传统电子纱及电子布的供应量，供需格局持续优化；随着价格持续上涨，预计2026年全年电子布企业业绩弹性凸显，继续看好电子布的反弹行情。此外据卖方统计，上半年电子布上市公司多数实现收入与利润正增长，且利润增速高于收入增速，利润率逐季上行。

国际复材：据卖方梳理，公司为玻纤行业龙三，产业链完整，以低介电布为代表的产品技术壁垒较高，有望受益于AI服务器高频PCB带来的需求。

山东玻纤：据卖方梳理，公司高模纱线产能12万吨，客户覆盖国内主流风电整机厂商及叶片配套企业，30万吨高性能玻纤项目二期预计2026年底投产。

在美债与油价压制估值的窗口里，有真实提价、有报表兑现路径的上游涨价方向，防御属性优于纯题材。它与前文提到的8月PMI投入价格分项升至三个月最高是同一条线索的两个侧面。需要跟踪的变量是提价能否被下游接受、以及订单是否同步放量，价格涨而量不增的涨价行情通常持续性有限。

十一、Robotaxi：特斯拉带来的新催化

据行情数据，特斯拉隔夜上涨5.51%。除了在更多市场推出平价版Model 3之外，本周晚些时候进行的CyberCab活动也被视为催化因素，该活动完全依赖特斯拉的FSD系统来驾驶。据卖方梳理，A股相关公司包括浙江世宝、华阳国际等。

这一类映射的特征是催化明确、时点明确，但兑现路径最长。它更适合在事件窗口前后做情绪，而不是作为这一轮的主线仓位；真正需要跟踪的是CyberCab活动的实际内容，以及国内智驾政策与订单是否出现同步变化。

十二、今日跟踪变量与纪律清单

变量一 · 开盘量能：早盘半小时的成交是否明显偏离2万亿出头的稳态；若显著放大，无论方向如何都意味着平衡被打破。

变量二 · 4000点的试探性质：是温和放量站上，还是攻而不克。参照8月17日至19日与8月11日两个样本处理。

变量三 · 大金融的扩散：券商到银行的扩散能否延续，这是突破4000点的必要条件。

变量四 · 跌停家数：重点看昨天11家跌停中是否出现连续跌停，这是亏钱效应会不会扩散的第一道信号。

变量五 · AI长剧的指向性：午盘前后半小时是否出现集中发力；出现则可做持续性，未出现则回到轮动博弈。

变量六 · 布伦特原油与美债：布伦特91美元、10年期4.80%、30年期5.30%，三条线任意一条突破，都要下调对高贝塔科技方向的预期。

变量七 · 22:00数据：按前述三种情形处理，且只作为明日开盘的定价输入，不作为今日盘中的操作依据。

最后重申两条纪律。第一，不见量价确认不追，尤其是在4000点这种整数关口附近，右侧确认的成本远低于左侧猜顶猜底的代价。第二，缺业绩承接的事件驱动方向急跌时不接飞刀，等关键均线支撑再谈参与；确定性较高的产业趋势方向则买阴不买阳，确定性决定敢不敢在阴线上接，但不等于任何位置都能买。

 

风险提示与免责声明：本文为个人研究记录与盘面观察，所引用的数据、公告、卖方观点均标明来源，不构成任何证券买卖建议，亦不构成对任何标的的推荐或收益承诺。市场有风险，决策请独立作出并自负盈亏。

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上证指数120分钟周期来到高8，要提防大级别高点风险。

如果今天上午收阳线，11点半收盘站上3990.3，就会打出120分钟高9，形成顶部钝化；要是盘中冲过这个点位，但收盘没能守住，高9就不会直接生效，按震荡看待。3990.3、4000整数关口、潜在高9高点三者位置重合，要同时满足技术高9、冲关过不去、成交量被动放大，才要降仓位，只占一条就只是普通震荡。

操作上按小周期到大周期分步执行，不猜顶，等信号确认再动。
第一，15、30分钟先出顶部钝化，可以先做T减一部分，就算错了下午还有机会接回来，损失只是小幅价差。
第二，如果下午90、120分钟同时出现钝化加高9共振，属于大级别风险信号，尾盘只接回一部分，整体降仓位。
第三，如果高9消失只剩钝化，代表只是上涨动能变弱，不算见顶，尾盘全部接回，等待真正的顶部结构成型再减仓。

不提前预判顶，信号没出来就不操作，小周期先试探，大周期来拍板，坚持右侧确认，不见结构不减仓、不见结构不追高。

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至少从目前来看，国家队控盘的能力还是可以的。 今天涨上去会出问题，所以会有一些资金砸科技，又去拉农业，这种卡位值得大家学习，这种就是博弈的乐趣，因此我在之前说抄底的时候，甚至提到过非银金融，也是有着这样的考虑。 

早上开盘没卖，就已经是在赌，赌的就是9点45和10点的钝化。 那么9点45结果都出来了，你还不认，这就是问题了，有的人会去选择加大筹码去抄这个底，当然也是因为没看懂的情况下会去加仓，所以就进入了第二轮赌局，你走了有可能会错，但是今天哪怕错了，也是120分钟的顶部钝化，级别更大，在更大的级别去赌，一旦赌输，你承担的损失就会更大，那么这样赌下去终究会输，并且会输的很大。 我一直的观点就是你可以去赌，因为你昨天已经有利润垫了，有利润垫就有上桌的资格，但是上了桌要认输，不能赖着不走。 

在容易赚钱的时候赚钱，容易亏钱的时候少亏，这是模式交易能够给你带来的价值，我可以少赚一点，但市场永远不可能套的住我。

因此，上午走弱，那么120分钟高9就有可能失效，下午也有可能不出顶部钝化，届时再回补仓位就好，直到出现真正的顶部结构，撤退。

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JPM今天发了个东西，是说互连取代内存成为关键瓶颈，光引擎、光芯片、FAU／光纤阵列、CPO 封装会往前挪，存储的边际弹性往后挪。 

因此有一部分资金刚好也在11.20开始抢跑，所以你们如果想参与，也可以，因为120分钟虽然出现了高9和钝化，但是可以化解，顶部结构没有出现，只要下午大涨就行，如果下午冲高回落，把中午加的仓位再T出去。

中午抄的话，就抄今天低位的二线光和封测。

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今天可以，大盘继续回落了，国家队也一直在护盘，你们中午没做光的，等后面几十分钟找机会把早上卖掉的国产算力和科创加回来。可以多等一下，等到两点半之后。

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今日是一段典型的存量博弈日：指数在缩量中分化，科技退潮，农业与大金融接过轮动。这根缩量分化的K线本身并不构成方向选择，真正的分歧点在于科技能否止跌。

一、指数定环境：缩量分化，跷跷板下的存量博弈

据当日盘面，指数全天震荡分化，沪指维持窄幅震荡，双创受科技板块拖累持续走弱，创业板指跌超1%，科创50指数跌超2%，午后跌幅一度扩大，尾盘小幅收窄但弱势格局未改。沪深两市成交额2.03万亿元，较上一交易日缩量976亿元，结束了此前连续放量的态势；与此同时，全市场超3300只个股上涨，指数与个股的背离是今日盘面的第一特征。

这是一次内生性回调，而非外力扰动。盘面没有出现消息面冲击，全市场无一跌停，连板梯队完整，量能收缩更像是科技过热之后的自然降温与轮动换手。区分这两种性质，决定了后面该不该悲观——内生性回调需要的是时间与位置，外力扰动才需要主动降低仓位预期。

但缩量的另一面同样要认。指数若要走强依然依赖科技，科技行情一旦低迷，市场成交就会持续下滑。今日非科技方向的普涨，本质是同一批存量资金换了投机载体，而不是增量资金入场，科技与非科技之间的跷跷板效应仍然显著。个人倾向于认为9月的市场预期依旧向好，但前提是量能不能一路缩下去。

二、板块定方向：上游涨价接棒，科技退潮，防御托底

按科技主攻、上游涨价、防御补充三层拆解，今日是主攻层退潮、上游层领涨、防御层托底的组合。热点快速轮动，但轮动的方向是从高位向低位、从进攻向防御，这个方向本身就是信息。

上游涨价 · 农林牧渔：据当日盘面，农林牧渔全天领涨两市，种业、粮食加工、水产养殖等细分全线拉升，盘中一度高潮，板块内超20只个股涨停；万向德农6连板，新赛股份4连板，福建金森3连板，京粮控股、隆平高科涨停，板块双龙头金健米业与万向德农均已打开空间。

农业的定位对标此前的电力，强度有过之而无不及，但资金属性仍是短线热钱，只是换了一个投机载体。后市扩散方向倾向于化肥、农药以及下游消费品牌，而不是在已经打开空间的双龙头上继续追高。

防御补充 · 大金融：据当日盘面，银行、保险板块全天维持强势，成为沪指抗跌的核心支撑，其中银行表现尤为突出，中国银行、建设银行、成都银行、江苏银行均创历史新高，华林证券涨停，多元金融、数字货币分支同步活跃，是金融板块内的弹性方向。

银行创新高更接近存量资金的避风港，而非增量入场的信号——它托住的是指数，不是情绪。指数抗跌与赚钱效应扩散是两件事，今日恰好是前者成立、后者由题材独立完成。

防御补充 · 消费与医药：据当日盘面，大消费板块逆势走强，茂业商业、国芳集团、新华百货、国光连锁、古井贡酒、西安饮食、佳禾食品涨停，医药方向同样有所回流。个人判断，消费的驱动来自政策刺激预期与通胀传导逻辑，与农业的涨价链条实际同源；此前提到的回踩期过渡方向偏医药与防御性板块的判断，在今日盘面得到了印证，低仓位加中报业绩催化仍是医药持续性的支撑点。

结构性轮动 · 传媒与短剧：据当日盘面，短剧概念延续强势，芒果超媒、欢瑞世纪、中广天择、大晟文化涨停，传媒板块延续AI内容商业化逻辑，在科技整体调整的背景下维持相对韧性。个人判断，这属于结构性轮动机会，而非板块性趋势行情，位置决定意义，不宜按趋势线的思路对待。

科技主攻 · AI硬件退潮：据当日盘面，AI硬件集体承压，资金流出明显，PCB概念震荡调整，方邦股份、铜冠铜箔、南亚新材等纷纷下挫；液冷、算力基础设施等细分相对抗跌，但也未能走出独立行情。

这与此前以点带面的框架一致：抗跌只说明有承接，不等于止跌。科技的反弹首先应该是让科技止跌，而不是直接反弹。后续仍以存储方向能否稳住作为硬件整体企稳的前置观察，存储是这轮海内外共振的关键那个点，点稳住了，面上的调整才可控。

科技分支 · AI应用与智能体：据当日盘面，AI应用端盘中拉升，遥望科技、竞业达涨停，是科技内部少数走强的分支。个人判断，这与此前AI应用是因、AI硬件是果的排序一致；但也要清楚，A股的AI应用炒的仍是映射与低位预期差，缺少海外那样的实际经营业绩改善，属事件驱动型波段机会，不能按景气趋势的打法做中长线。

三、情绪与接力：无跌停的完整梯队，龙头易主

据当日盘面，情绪端相对强势，市场无一跌停，连板梯队完整；日内核心爱丽家居绕过异动后高开秒板，刺激了短线资金追涨动力的释放；前期妖股再度爆发，是当下市场赚钱效应最明显的方向，龙头变更为捷荣技术。

这次龙头易主属于资金主动换龙的内生性变化，而非停牌、监管威胁一类的外力扰动。前者不杀场内情绪，梯队与溢价可以同时保持；后者才会打断整条连板梯队并形成全市场负反馈。今日属于前者，因此情绪端的定性应当好于指数端。

接力端的条件化观察。情形A：若次日首板家数不出现锐减，二板家数维持在合理晋级水平，则梯队的高度与宽度同步，接力可以延续。情形B：若二板抬升而首板锐减，或高标在指数走强的背景下出现午后分歧，则属于高度抬升、接力面收敛的背离结构，需要按情绪高点来对待。另有一条反复验证过的经验：当日尾盘被集中抢筹的分支，次日往往更难维持，因为买盘被提前消耗；反而是当日分歧充分、未被抢筹的分支，次日的回流预期更强。

四、个股定时点

爱丽家居：公司以现金收购加股权转让两步走的方式跨界并购存储测试设备企业欧康诺，试图从传统PVC地板制造商向半导体测试设备转型。欧康诺成立于2005年，2011年切入存储器测试领域，已构建以SLT系统级测试为核心的整套存储测试解决方案，覆盖SSD模组、DDR模组、存储颗粒、嵌入式存储器等场景；2026年上半年营收7987.98万元、净利润3719.67万元，半年利润约为2025年全年610.68万元的6倍，截至2026年7月在手订单1.42亿元，实控人承诺2026至2029年累计扣非净利润不低于2.3亿元。同时，控股股东以约4.54亿元向欧康诺实控人及其一致行动人转让20.19%的上市公司股份，其中部分股份解锁条件与业绩承诺挂钩。

当前资金给的是存储景气度下的转型预期与情绪溢价，而不是当下的估值。把它当作存储链的情绪指标来读，比当作基本面标的来读更贴切。跨界并购的兑现节奏取决于交易推进与承诺执行，与二级市场的连板节奏不在同一时间尺度上。

捷荣技术：据当日盘面，接替成为连板梯队龙头，是前期妖股再度爆发这一方向的代表。此处仅作盘面地位的记录，当日材料未涉及基本面变化，不做延伸推断。

竞业达：据公司信息，公司深耕教育信息化二十余年，积累了四十万间考场的行业数据与场景理解，已确立教育AI先锋企业的战略定位，依托星空教育大模型及全栈技术体系，推出AI课堂诊断、AI巡课、AI巡考、AI数字人微课等智能体应用，并在轨道交通领域实现AI生成式巡站、智慧安检等产品在北京、济南等城市地铁的规模化落地。个人判断，在AI应用普遍缺业绩承接的背景下，有真实场景交付与数据积累的一类相对更抗跌，但其定价仍由题材节奏决定，参与方式仍需按波段处理。

先达股份：据全国农技中心预计，2026年水稻病虫害发生面积将达11.5亿亩次，秋粮病虫害防治的刚性需求为农药行业提供景气支撑；据公司信息，核心产品烯草酮车间已处于满负荷生产状态，2026年上半年除草剂价格指数已上涨约13.58%。个人判断，这是农业主线中少数具备价格与产能双重支撑的环节，比纯题材属性的种业更适合作为扩散段的时点观察对象，但观察不等于追高，仍需等回踩与量价确认。

康盛股份：据公司信息，公司液冷热管理业务布局冷板式与浸没式两条技术路线，已完成10KW的5G液冷机柜以及20KW、30KW高功率密度IDC液冷机柜的产品开发，目前处于试点建设阶段，自用的浸没式液冷机房已于近日建成，但尚未有客户应用案例；液冷板现有产能15万片每年。进展方面包括与新华三合作开发液冷技术并建立联合实验室、建设匹配新华三与DELL服务器的千岛湖液冷机房，为上海电信位于青浦的智算中心高性能服务器提供液冷产品，为上海联通浦江云数据中心建设高功率液冷机柜试点；子公司云创智达的冷板式与浸没式技术已获数据中心、储能小批量订单。

尚未有客户应用案例与小批量订单这两处措辞需要被认真对待。当前更接近产能与认证的卡位阶段，兑现节奏应当按订单看，而不是按题材看。

透景生命：据公司信息，公司为国内主要的流式荧光发光产品供应商，累计拥有国内医疗器械注册及备案证书636个，自身免疫检测产品上半年增速超过27%；子公司康录生物新增备案25项FISH试剂产品，重点覆盖血液肿瘤靶点，公司上半年境外收入同比增长1104.82%，其中FISH探针为主要品类。AI方面，公司自2024年3月发布超级产品经理，2025年初迭代升级为DeepSeek引擎，目前已实现7乘24小时智能应答服务。个人判断，境外收入的高增速来自低基数，含金量要看绝对额而非同比；AI部分目前更接近效率工具与叙事，尚未构成独立收入项，因此这只股票医药回流的逻辑重于AI应用的逻辑。

五、消息面跟踪

AI智能体：据财联社9月1日电，物流企业OneRail即将推出采用英伟达人工智能软件的平台OmniStar，依托其专有数据帮助零售商为每一笔独立订单筛选最优配送方案；据其介绍，以往为包裹选定最优配送路线可能需要约20分钟，借助人工智能可缩短至2分30秒。据长江证券观点，人工智能正从感知理解阶段迈入生成决策与自主执行的新阶段，AI智能体已成为赋能各行各业的关键载体，随着国内智能体领域国家标准的逐步确立，生态边界有望进一步拓展。公司方面，据公开信息，鼎捷数智以EnerA智慧能源AI Agent为核心，已形成能源仿真、AI优化、工业组态、BIM数字孪生物联网平台、碳管理系统及边缘控制器等软硬件产品矩阵，AI业务签单近2亿元；久其软件的久其女娲天工AI平台面向政企可信智能体场景，主打本体体系、可控编排、可信推理与开箱即用的平台能力。个人判断，海外落地案例对A股的作用是叙事而非业绩，映射能否兑现，仍要回到国内签单额与交付进度这两个可验证的变量上。

卫星互联网与太空算力：据媒体报道，东升宇航计划今年研制出厂两颗高性能互联网卫星及一颗高性能SAR遥感卫星，已完成7000kg超大型通用卫星平台的研制及地面试验，正在研制10kW级大型算力卫星，并已完成大型柔性太阳翼、高集成综合电子、5G星载基站及大面积全数字相控阵天线等产品的自研与地面验证。据长江证券测算，中国星网星座与千帆星座规划卫星总数近2.8万颗，且需满足国际电信联盟关于申报后第九年完成10%部署的要求，据此我国仅2026年就需要执行30至50次发射任务，2027至2029年每年发射量将达到约70次。上述组网批次与发射次数测算均为卖方材料口径，公开渠道暂未获得独立确认，标注待核实。公司方面，据公开信息，利君股份全资子公司德坤航空主营航空航天零部件制造，具备较完整的科研生产一体化体系；蓝盾光电与上海星思半导体签订战略合作协议，涉及低成本相控阵天线、5G及卫星通信模块的研发制造与商业化探索。个人判断，太空算力把商业航天与算力两条叙事接在了一起，是有中期跟踪价值的方向，但目前多数仍停留在研制与规划阶段，右侧确认应当等发射节奏与订单落地，而非等规划数字。

六、机构动向与明日跟踪

据当日数据，机构参与度较昨日有所提升，净买卖额超1000万元的个股共27只，其中净买入13只、净卖出14只；净买入居前的有沃特股份1.78亿元、中文在线1.74亿元、亿田智能1.23亿元，净卖出居前的有景旺电子2.21亿元、敦煌种业1.26亿元。

净卖出榜首是PCB方向的景旺电子，与AI硬件当日的资金流出互相印证；而在领涨的农业方向里，敦煌种业同样位列净卖出前列。这说明农业这一波的推动力确实来自短线热钱而非机构加仓，也正是把农业定性为投机载体轮换、而非趋势性配置的原因。

明日跟踪三个变量：

其一是量能，能否守住2万亿元一线——缩量过程中的整数关口往往比看上去脆弱，喊得越多的位置通常被击穿得越多。

其二是科技方向，尤其是存储与算力硬件能否止跌，它决定指数有没有向上的牵引。

其三是接力梯队，首板家数与高标溢价能否同步。在这三者出现确认之前，仓位与节奏优先于方向判断，不见量价确认不追，仍是这一阶段的执行纪律。

 

风险提示与免责声明：本文所载信息与观点仅代表作者个人研究记录，不构成任何投资建议，亦不构成买卖任何证券的要约或承诺。市场有风险，投资需谨慎，据此操作风险自担。

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周二市场震荡调整，创业板指、深成指均跌超1%。盘面上农业、大消费板块逆势走强，短剧概念延续强势，大金融板块表现活跃，PCB概念则跌幅居前。指数受制于4000点的压力关口，但调整的性质温和且健康，亏钱效应并未扩散。

一、隔夜与开盘预判：全球市场不会简单复制昨天的下跌

据市场数据，周二全球长债收益率同步创出多年高位：美国10年期美债收益率盘中升至4.795%附近，为2025年1月以来最高；日本10年期国债收益率自1996年以来首度突破3%；德国、英国长债同样承压。美元兑日元再度来到160附近，布伦特原油盘中冲高至95美元附近（据公开报道，北京时间17时报92.32美元，收盘点位待核实）。美国8月ISM制造业指数从55.6降至54.6，投入价格压力仍偏高，市场给出的9月加息概率约68%。

昨天已经把风险推到了比较极端的位置，今天更可能的路径是：亚洲先消化冲击，欧洲继续交易油价与债市，美股尝试反弹，晚间美国就业数据决定反弹能不能留下来。对A股而言，外盘只反映在开盘定价，开盘后回归自身节奏——低开不可怕，接不住才可怕。

1. 亚洲偏弱，港股比A股更敏感

日本是今天亚洲最值得看的市场：高利率、高油价、弱日元三者同时出现，日本与美国财政部门再次强调协调维护日元有序波动，160附近重新进入政策敏感区。倾向于认为日股、韩股尤其是高估值科技板块偏弱；A股相对独立；港股比A股更容易受到美元和全球利率的冲击。

2. 美债：4.80%是喘息还是趋势的分界

连续五天上涨之后，4.80%首先是一道自然的阻力和心理关口。情形A：10年期在4.80%附近争夺后回落，若能退回4.75%以下、30年期重新向5.20%靠近，全球风险资产今天很容易出现一轮明显修复。情形B：10年期突破4.80%、同时30年期突破5.30%，那么性质就变了，意味着昨天的全球债券抛售不是一次事件冲击，而是在形成趋势，届时需明显下调对今天股市反弹的预期。

3. 原油：95美元是今天全球市场的“一号开关”

昨天真正杀伤美债、黄金和美股的，不完全是战争本身，而是“战争→油价→通胀→加息→美债收益率”这条逻辑链。95美元守不住是好消息，站稳是坏消息。若没有新的美伊军事升级，油价可能先进入高位震荡甚至小幅回吐，这是市场最希望看到的情形；反之若再出现霍尔木兹海峡袭击或布油向100美元逼近，今天就可能从“修复日”变成第二个风险释放日。据报道，伊朗出口与霍尔木兹运输已受到明显影响，成品油供应比原油本身更紧张。

4. 今晚的大考：ADP就业数据

市场已经重新在思考“坏消息还是不是好消息”。昨天美国制造业增速放缓、JOLTS也不算强，但美债照样跌，因为通胀与能源风险压过了增长担忧。所以今晚ADP出来后，最值得关注的不是数字本身，而是美债怎么反应：如果就业偏弱、美债上涨、收益率下降、黄金与美股反弹，说明传统逻辑还在；如果就业偏弱而美债仍然下跌、收益率继续上行，那就真的要小心，昨天“闻到的恐慌味道”可能开始转为真正的防守。反过来，若油价和收益率今天一起掉头，周三反而有望成为一次不错的风险资产反弹日。按照惯例，晚间数据是下一交易日开盘的定价输入，今天盘中仍按自身量能与接力操作。

二、指数定环境：4000点压制显性化，但三要素并不差

盘前的担忧在昨天体现得还是挺明显的。首先，一开盘资金就选择了农业和大消费作为主攻方向，而不是科技股，防御的态度已经昭然若揭。其次，经过一上午蓄力后，指数在午盘前后有过尝试性反弹——也就是这两天反复念叨的“午盘前后半小时的指数方向选择很关键”，并且昨天更是简单粗暴地靠“易中天”直接拉红，但仍受制于4000点：创业板指13:13翻红的瞬间，刚好对应沪指来到日内高点3995，随后回落。

不过昨天也不全是负面。一方面沪指越过了8月18日的高点3994.18，相当于更进了一小步；另一方面，“量能＋大金融＋市场情绪”三要素中，除了早盘有过一段放量下跌外，大金融和市场情绪都偏正面——前者带头上涨，后者全天没有跌停个股且炸板率仅7%，所以上午和下午的两波回落均没有造成多大恐慌。

对于今天而言，压力除了上方的4000点外，沪指本身也已经6连阳。像去年年底的17连阳本身就是稀罕事，上次超过6连阳要追溯到5月初，而事后看当时沪指已经是奔着见顶去了；叠加美联储议息会议要等到9月15-16日，理论上这两天先休整一下反倒更稳妥——毕竟上个月17-18日连续上攻无果后，19日旋即放量大跌。日内继续围绕三要素观察即可：例如8月19日全市场跌停个股一下由5家增至118家、量能同步增大，这类变化还是比较容易辨别的。

三、题材数据：指数集体调整，指标只是小幅回落

据盘面数据，二板家数9个，一进二晋级率由15.63%降至13.24%，首板家数由68家降至62家，高标系数晋级，跌停个股归零。可以看到虽然指数集体调整，但大部分指标都只是小幅回落，前一天有所增多的跌停个股也被迅速消灭——这一点在下跌时尤为关键。前一日领跌的农业和大消费反弹了，相对应的科技股以及周一大幅回落的地产股也都没有出现跌停，说明昨天的调整属于比较温和且健康的内生性回调，否则亏钱效应一旦出现就很容易扩散。

四、板块定方向：防御先手、科技后手、大金融超预期

逆势板块：农业与大消费

就像上文所述，资金一开盘就选择了农业和大消费，也就是风险偏好回落时红利品种相对受益。昨天的预期（地产股反包）之所以出现偏离，可能是因为像地产这样有事件催化的新题材，其逆势属性比不上农业和大消费。不过随着时间逐步逼近9月15-16日，叠加农业和大消费本身已经涨过，倾向于认为后续半个月内，无论波动还是切换的节奏大概率都会加快，就像有的个股周一大跌、周二又反包涨停。

科技股：用它的反包速度反推指数

与农业、大消费相对应，一旦情绪回暖，科技成长又将成为市场主导；反过来也可以通过科技股的走势来判断指数。情形A：今天科技股像昨天的农业和大消费一样迅速反包，那说不定有望直接上探4000点。情形B：科技股没能立刻表现，但只要上午指数稳住，以昨天农业、大消费一开盘就抢跑的架势，下午资金大概率会在科技股上打出提前量，为下一个交易日做准备。

大金融：不止银行

昨天大金融的整体表现仍旧很超预期，而且不止是银行股，互联网金融股也在盘中有所异动。个人判断，如果指数真的直接上探4000点，由于这些天的强势表现，资金可能不会只局限于科技股上。

五、产业链跟踪

农业：厄尔尼诺与农产品价格

据彭博数据，截至上周五，追踪10种主要农产品的彭博农业现货指数8月累计上涨超过13%，有望创下2012年7月以来最大月度涨幅。2026年5月全球已进入厄尔尼诺且强度持续提升，预计在秋冬季达到高峰并持续至2027年春夏季，其中四季度达到超强级别的概率已达95%。国信证券鲁家瑞认为，农产品供给端风险上升，玉米、大豆核心产区集中在美洲，历史上两次超强厄尔尼诺结束后都曾出现强拉尼娜，美洲产区或面临极端干旱风险，一旦减产确认，价格或将底部反转。

相关标的：万向德农、神农集团等。

AI终端：全球首款量产AI智能体手机

据中兴通讯终端事业部总裁倪飞在社交平台透露，努比亚Nav X Ultra已正式入网，将于9月上市。该机为中兴与字节跳动联合研发，搭载豆包手机助手，定位全球首款AI智能体手机；另据界面新闻，该机已获工信部入网许可，完成从大模型备案到终端入网的完整合规流程，定位量产旗舰。苏宁易购门店数据显示，截至7月20日，2026年以来AI手机渗透率首次突破50%，支持端侧AI的笔记本电脑销量同比增长39%。华创证券岳阳指出，端侧AI提升用户体验有望带动出货量快速增长，5G时代的连接红利驱动了射频等环节量价齐升，AI终端的创新亦有望复刻这一路径，带动芯片、存储、散热、电池、射频等环节的价值重构。

中石科技：据公司信息，热管理解决方案产品包括高导热石墨、导热界面材料、热管、均热板、热模组等，主要产品具有普适性，可应用于AI手机领域。

飞荣达：据公司信息，有向Mate 70提供相关散热及电磁屏蔽类产品。

上游涨价：焦煤四轮提涨落地

据财联社9月1日电，多地主流大矿价格普遍上涨，山西主流大矿上涨170-350元/吨，平顶山上调280-350元/吨，山东上调120-160元/吨，河北上调100-220元/吨；线上竞拍同样强劲，吕梁中阳低硫主焦煤成交均价2798元/吨、涨236元/吨，临汾安泽低硫主焦精煤2547元/吨、涨142元/吨，孝义高硫主焦煤2348元/吨、涨206元/吨，晋中灵石高硫主焦精煤2464元/吨、涨136元/吨。部分钢厂已接受焦炭四轮提涨。国内炼焦煤市场延续偏强，短期供给偏紧的核心矛盾未缓解，呈易涨难跌格局。

信达证券高升认为，短期双焦社会库存持续去化、供需偏紧格局尚未扭转，焦煤价格维持偏强震荡；中长期随着主产区复产复量、进口到港兑现，供需将逐步再平衡，但在安监常态化、落后产能出清、成本抬升支撑下，焦煤价格中枢已较往年明显上移，大幅回落空间有限。

金能科技：据公司信息，山东焦炭龙头，青岛、齐河两大基地，主要产品包括焦炭、炭黑、白炭黑、山梨酸及山梨酸钾、对甲基苯酚、甲醇等，近年焦炭销量占比近50%。

美锦能源：据公司信息，拥有四座煤矿，核准产能630万吨/年，所产煤炭主要作为炼焦原料自用，焦炭产能1095万吨/年，在产产能895万吨/年。

美股映射

苹果涨2.61%：据报道，新任CEO特努斯履新，首封全员信强调公司将在下周迎来“非同凡响”的发布会。苹果入局折叠屏催化相关市场，关注核心增量环节机遇，A股相关公司包括科森科技、恒铭达等。

GoPro涨40.38%：据公司公告，GoPro宣布与光通信公司Starman Optical达成最终合并协议，从消费级相机拓展至AI数据中心光收发器以及政府、国防、航空航天与机器人市场。个人判断，行业竞争将从硬件参数转向场景定义、用户需求理解与算法软件优化，A股相关公司包括影石创新等。

六、今日观察清单

盘前：布油能否跌回95美元下方、美债10年期是否守住4.80%、美元兑日元160附近的政策表态。盘中：早盘量能是否再现放量下跌；大金融能否继续带头；跌停家数与炸板率是否维持在低位；午盘前后半小时的指数方向选择；科技股是快速反包（情形A）还是下午打提前量（情形B）。收盘前：按今晚ADP的隔夜风险敞口调整仓位，不把仓位提前交给尚未公布的数字。

免责声明

本文所有内容仅为作者个人的市场观察与研究记录，不构成任何投资建议或买卖依据。文中提及的个股、板块与数据均为盘面事实陈述或产业链跟踪，不作推荐。市场有风险，投资需谨慎，据此操作，风险自担。

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KC50 1600-1606. 创业板 3340-3346。 
今天没有明显的顶底结构，看位置就行了。

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连板瞬间退潮，所以不要光看见吃肉，还得看见挨打。 煤炭两天高开低走，昨天也说了，现阶段高股息避险也没什么必要，石油更是不用参与，这边年来但凡是做石油的，后果都很惨。 整个市场跌不下去，也拉不起来，以至于今天抄底都没有多少能抄的，大跌大买，小跌小买就行了。

值得一提的是液冷，在最近的科技进攻里面，液冷的主动性都很强，在这个方向上做T，还是不错的。因为液冷已经站上趋势了，所以点位不好判断，就按照整个周期去做，什么时候趋势结束，什么时候出来就行了。 涨起来了别去追，等回调。

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今天这根阴线，单看数字并不好看：三大指数集体低开、弱势震荡、跌幅逐步扩大，午后企稳但没收回来，最终全线收跌，只有北证50逆市走出独立行情。但放到整段节奏里看，它更像是一直在等的那一脚。这是指数端本应出现的最后一踩，也是情绪周期由旧转新的切换节点，重点不在跌了多少，而在跌下来之后谁在接。

一、指数定环境：缩量下跌，最后一踩落地

据盘面，量能较前一交易日明显萎缩。缩量伴随指数调整，说明场外资金观望情绪浓厚、入场承接意愿不足，场内以存量腾挪为主——这不是恐慌性的多杀多，而是没人愿意在这个位置抬价。按本栏目一直沿用的判断标准，缩量阴线属于内生性回调，而非外力扰动，后续不必过度悲观。

北证50的独立行情要放在同一个框架里读：主板缩量调整、小市值高弹性方向逆势活跃，本身就是存量资金高低切换的典型形态，说明资金没有离场，只是在挪位置。

结构上，创业板指仍在等待双底的确认。双底不需要预测，需要等待——右侧确认的标准很简单：第二个低点不破前低、且有量价配合的反弹出现，之前的任何低开都只是给耐心一个更好的价格。

二、板块定方向：防御接近尾声，科技等待止跌

情绪周期：高位出清，低位补涨

据盘面，短线情绪同步走弱，前期高位强势股多数调整，连板家数大幅减少。短线上在一鸣食品开板之前尽量以防守为主——龙头未开板意味着高位出清没有完成，此时接力的赔率并不好。

但整体来看，本轮情绪周期已进入尾部释放阶段，高位风险逐步出清，低位品种开始轮动补涨。个人判断，后面几天真正需要盯的不是跌停家数，而是市场风格是否切换——低位补涨能否形成新的接力面，决定的是新周期的起点在哪。

防御补充：轮到军工，高股息开始承压

据盘面，热点延续轮动，资金围绕「防御避险与低位补涨」布局，前期强势品种成为主要调整方向。昨天最强的粮食、种业今天大幅走弱，板块内多只个股跌停或大跌超9%——中期供给收紧的逻辑并没有被打破，只是短期进入阶段性调整、波动加大，这是主升过后正常的分歧。

军工今日涨幅居前，但补涨性质比较明显，持续性可能会稍微差一些。把时间轴拉长看，防御性品种已经经历了医药、消费、有色、种业的轮番表现，现在轮到军工补涨，而贯穿全程的银行等高股息方向正面临压力位，今天煤炭已经先跌一步。

防御方向轮到最后一个补涨、同时领头的高股息碰到压力位，这本身就是变盘信号——防御的钟摆已经摆到了尽头。

科技主攻：承压中企稳，液冷充当先锋

据盘面，科技股依然承压，但盘中已开始逐步企稳回暖。液冷近期持续充当「先锋」的作用，有望率先完成突破，今天甚至带动了金刚石分支走强——先锋方向能够外溢，本身就是资金愿意在科技内部做扩散的信号。

目前市场除了科技之外没有任何一个方向能够带动指数走强，昨天大金融已经证明了这一点。个人判断，科技的止跌回升是市场重启上行的关键信号，而止跌的标准是有承接、而不是没抛压——这一点仍以存储与液冷两个最敏感的分支为观察点。

三、个股定时点：产业链跟踪记录

集泰股份：据公开信息，浸没式液冷技术中氟化液、硅油、合成油、再生变压器油为四大主流冷却液，硅油因无毒无害、绝缘、成本以及高导热性、高绝缘性和长期化学稳定性等优势，被定位为氟化液的主要追赶者。公司在投资者交流中多次明确，目前研发的液冷硅油产品主要应用于浸没式液冷场景，并认为浸没式液冷作为适配更高功率密度场景的技术路径正逐步受到市场关注。公司已申请「烷基改性硅油单相浸没式冷却液的制备方法及其在数据中心冷却中的应用」专利，并于2026年9月1日进一步申请一种硅基离子复合冷却液及其制备方法、数据中心专利，两项均瞄准大型数据中心机柜的浸没式液冷场景，可延伸至中小型数据中心散热及储能领域。目前公司正推进液冷硅油产品从实验室到商业化应用前的验证阶段，现有产线已具备批量生产条件。

液冷是当下科技板块的先锋分支，冷却液是其中从零到一的环节，但集泰股份的产品仍在商业化前验证阶段，属于逻辑先于业绩的映射标的，参与节奏应跟随液冷板块整体的量价确认，而不是单看专利消息。

长飞光纤：据方正证券基于英伟达Quantum-X CPO交换机设计方案的拆解分析，CPO架构下光引擎与交换芯片距离压缩至毫米级，传统单模光纤无法满足偏振态稳定性要求，保偏光纤凭借偏振保持能力成为CPO硅光时代的连接介质，单台CPO交换机保偏光纤用量达144根；传统交换机采用铜布线传输电信号，因此保偏光纤与Socket一样属于纯增量。据公司信息，长飞光纤是国内保偏光纤龙头，总裁庄丹在2026世界人工智能大会上表示，受新一代高性能CPU与硅光光组件拉动，未来1-2年保偏光纤需求将增长10倍乃至20倍；公司是国内唯一实现保偏光纤正式量产认证的企业，产品支持NPO、CPO、可插拔光模块三大主流封装架构，英伟达、Marvell等头部CPO厂商在其ELS外置激光源到硅光引擎架构中采用长飞保偏光纤连接方案。

我对光模块本体一贯持谨慎态度——偏制造、壁垒与竞争格局不佳、CPO估值偏高且兑现时点不确定。但保偏光纤是从无到有的增量环节，格局上接近独供，这正是我们在光通信链里愿意参与的少数类型；时点上仍归入CPO板块的贝塔，不宜脱离板块单独定价。

小方制药：据公开行业数据，全球脱发市场以每年约6%-8%的速度增长，中国为全球第二大市场；国内脱发人群已超2.5亿，2026年中国毛发医疗服务市场预计达296.8亿元、防脱护发产品市场约191亿元，整体头发健康管理市场规模约800亿元。据公司信息，小方制药与上海市皮肤病医院合作开发的1.1类中药「复方侧柏酊」源自医院多年临床应用的特色院内制剂，具有凉血行气、生发乌发的功效，对雄激素性脱发和斑秃均有疗效，有望成为国内首个脱发类中药制剂，目前项目正常推进，正联合博济医药开展相关研究。

这一条归入防御补充里的医药与中药政策催化方向，逻辑是消费属性强、患者基数大、国内中药治疗脱发的市场空白。但1.1类中药从研究推进到获批上市周期较长，属于中期跟踪项，短线上不宜与今天的情绪切换混为一谈。

四、产业跟踪：AI服务器与人形机器人

算力：戴尔财报再次验证AI服务器需求

据媒体报道，9月2日戴尔科技盘前逆势上涨超8%。据公司财报，截至7月31日的2027财年第二季度营收约470亿美元，同比增长58%，创历史新高，高于市场预期的约448亿美元；非GAAP每股收益7.04美元，同比增长203%，远超预期的4.90美元。其中AI优化服务器营收164亿美元，同比增长约100%，AI服务器积压订单高达950亿美元。据美银证券研究报告，2026年全球服务器市场规模预计达7560亿美元，同比增长75%，其中AI服务器市场规模预计达4957亿美元，同比增长104%。

海外链的需求端仍在加速而非放缓，这是A股科技止跌最重要的外部条件之一；但需求真实不等于A股映射标的可以脱离量价确认，海外链依旧是买阴不买阳的纪律。

据公开信息，浪潮信息已构建涵盖全液冷冷板服务器、全液冷机柜、兆瓦级冷量分配单元、液冷智算算力仓、兆瓦级两相液冷整机柜等在内的产品体系，连续多年位居中国液冷服务器市场第一；协创数据已建立覆盖设备回收、无损拆解、故障检测、维修升级、整机装配与老化测试的技术和质量管理体系，并持续推进高端AI服务器及核心部件再制造技术。

人形机器人：叙事再加码，落地是关注重点

据媒体报道，9月1日马斯克在美国北卡罗来纳州举行的G20相关会议上以视频方式发言，预估未来10年内全球人形机器人数量将超过10亿台，每台机器人的产出至少是人类工作者的5倍，其总生产力将高于全球人类生产力总和。据摩根士丹利近期研报，2026年中国人形机器人出货量预测上调至5万台，较此前2.8万台近乎倍增。据中信建投，人形机器人的落地应用是市场关注重点，Figure 03进入宝马工厂，头部厂商积极推进工业场景应用，随着泛化水平提高，2026年有望成为人形机器人垂类应用大年。

据公开信息，铂力特与华力创科学合作，运用金属3D打印技术共同开发了全球最小六维力传感器Photon Finger、第二代光基多维力传感器Photon Finger Max及灵巧手精细力觉解决方案系列产品，持续深耕金属增材制造技术，为人形机器人轻量化与复杂结构件规模化制造提供支撑；嘉立创作为智元机器人供应链A链的组成部分，从EDA设计、PCB与PCBA交付到机械零部件智造提供多环节支持，逐际动力人形机器人采用嘉立创加速控制模块，从设计到制造、版本迭代测试实现一到两周闭环。

人形机器人属于AI应用是因、AI硬件是果这条传导链的物理AI端，马斯克的十年级别预测提供的是叙事高度，短线定价看的仍是出货量上修与工业场景落地，这两条是能被证伪的，也是我们在这一方向真正跟踪的变量。

五、结语：等最后一踩之后的第一根确认

今天的盘面把几件事同时放到了台面上：指数端的最后一踩落地，情绪周期走到新老切换的节点，防御方向补涨到末端并且领头的高股息开始承压，科技则在承压中出现企稳的迹象。这些信号指向的是同一个结论——变盘临近，但变盘的方向仍需右侧确认，创业板指的双底与科技的止跌回升缺一不可。

操作节奏上，在龙头未开板、量能未回升之前以防守为主；若明日出现缩量横住、低位补涨扩散、科技先锋分支继续走强的组合，再考虑顺着新周期的方向逐步参与；若放量下杀，则继续等待，不预测底部。

风险提示与免责声明：本文所有内容仅为作者个人对市场与行业的观察记录与研究笔记，不构成任何投资建议、买卖指令或收益承诺。股市有风险，投资需谨慎，据此操作，风险自担。

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周三是一根主动回调的阴线：创业板指跌超 2%，沪指在 4000 点压力与六连阳之后复刻了 8 月 18—19 日的节奏。但无论指数跌幅、跌停家数还是晋级率，昨天的强度都全方位好于 8 月 19 日，所以这一回横盘的天平更偏向横盘向上。隔夜外盘给了一个止血信号，但压市场的变量一个都没有真正消失，今天更像等数据、看承接的一天。

一、隔夜与开盘预判

据隔夜行情，美股三大指数全面上涨，道指涨 0.56%，标普 500 与纳指各涨 0.46%；金价反弹收复 4300 美元，盘中一度重新测试 4400 美元附近；油价盘中剧烈震荡但收盘基本持平，美油仍在 90 美元附近、布伦特在 95 美元附近；10 年期美债收益率盘中一度升至 4.82%、接近三年新高，随后回落至 4.78%，30 年期报 5.25%；美元指数小幅回落至 99.50 附近，美元兑日元回到约 158.9，日元单日升值接近 1%。

止血的直接原因是数据：据 ADP，美国 8 月新增就业 3.8 万人，低于预期的 4.8 万，7 月上修至 4.6 万。市场重新接受了一点「坏消息就是好消息」，9 月加息 25 个基点的概率略降至 64% 左右。但请注意，救市场的变量出现了，压市场的变量一个都没有消失：加息概率仍接近三分之二，油价和美债收益率依然高企。

地缘方面，据报道，美国再次升级针对伊朗的军事行动，目标包括霍尔木兹海峡附近的防空、雷达与通信设施，伊朗随后展开报复并威胁更大规模行动。但目前仍有一条重要边界——伊朗攻击的主要是军事目标，而非能源设施。这一次与以往不同的地方在于：油价已经涨到位，美国却选择继续升级，要么是判断伊朗足够虚弱、可以继续施压，要么是判断存在一个有限的军事窗口。油价若继续上行，问题会从油价迅速升级为美联储。

欧洲是今天相对最难受的一块：德国 10 年期国债收益率升至 2011 年以来高位，英国 10 年期来到 2007 年以来高位，欧元区 8 月通胀重新突破 3%，强化了欧洲央行的加息预期。欧洲很难像美国那样舒服地交易坏数据等于降息，因为能源通胀的约束更明显。

博通：一份盘后深 V的财报

据博通财报，第三财季营收 295.9 亿美元、AI 半导体收入 167 亿美元（同比增逾两倍），调整后每股收益 3.32 美元，均超预期；但第四财季营收指引 348 亿美元，略低于市场预期的 350.3 亿美元，AI 芯片收入指引 217 亿美元略高于预期。指引公布后盘后最深跌约 6%。据多家财经媒体盘前报道，电话会议随后释放的长期数字把股价拉了回来——管理层给出 AI 半导体收入 2026 财年约 580 亿、2027 财年约 1150 亿、2028 财年约 2300 亿美元的路径，并称 2027—2028 年供应已锁定、当前需求已超出其 2027 年预期，盘后股价一度翻红。以上盘后走势以开盘前最终报价为准，待核实。

这对今天亚洲 AI 链的含义要拆开看：指引不够超预期是短期估值测试，27—28 年翻倍再翻倍是中期资本开支周期未结束的再确认。据新浪财经盘前快讯，日韩股市今日高开，韩国股市开盘涨 1.3%——说明亚洲盘对博通的第一反应是取后者，昨天韩股跌近 4% 后的技术性反弹需求正在兑现。

开盘预判与今日节点

个今天 A 股大概率获得一个中性偏暖的开盘环境。老规矩，外盘只决定开盘定价，开盘后回归自身节奏——低开不可怕，接不住才可怕；同理，高开也不等于修复，关键看承接。

两个硬节点：其一，北京时间 22:00 公布美国 8 月 ISM 服务业 PMI，不要只看总量，要盯支付价格分项。现在市场面对的是就业降温、能源涨价的微妙组合，最舒服的数据是增长温和放缓、支付价格降温；若 PMI 不错但支付价格很高，就是麻烦。

其二，周五非农。若明显强于预期，9 月加息概率重新抬升、美债收益率再冲高，科技股与黄金都承压；若明显弱于预期，在油价高位的背景下，市场可能转而交易滞胀。所以周五最危险的数字，未必是一个特别好的非农，而是一个不够差的非农。今天的全球剧本大概率是：亚洲先谨慎、欧洲继续承压、美股震荡等数据——不是再次暴跌日，也不是警报解除日。

二、指数定环境：量能·大金融·情绪

指数全天震荡调整，创业板指跌超 2%。客观原因是外围普跌，主观原因则是盘前提到的上方 4000 点压力＋沪指六连阳，最后还是复刻了 8 月 18—19 日的走势。但盘中明显能感受到指数下跌意愿不强，尤其创业板指的振幅只有 8 月以来的第二低——和沪指不同，创业板再往下就要奔着新低去了，市场并不想去；叠加下午韩股跌近 4% 后 A 股没有继续跟跌，所以昨天更像一次主动回调，而非被动踩踏。

量能

据成交数据，昨天两市量能创出阶段新低，已跌破 1.8 万亿关口。按照之前两次 1.5—1.6 万亿的地量（去年 9—11 月与今年 1—4 月）计算，距离地量区间已经不远。之前提出的横盘怎么横、横多久的问题，量能是最直接的观察标尺：若继续缩量向地量靠拢，横盘时间会被压缩；若量能在 1.7 万亿附近企稳并伴随指数走平，横盘向上的概率随之提高。

大金融

昨日大金融未见主动发力。横盘蓄势阶段不需要大金融表现，但真正冲击 4000 点的那一步仍然需要它配合——这是后半周的一个观察项，而不是今天的前提条件。

情绪

据涨跌停数据，昨日二板家数 7 家，一进二晋级率由 13.24% 降至 11.29%（8 月 19 日为 6.56%）；首板家数由 62 家降至 36 家（19 日为 29 家）；高标晋级失败；跌停个股 9 家（19 日为 118 家）。个股数据无可避免出现下滑，但具体读数明显好于 8 月 19 日，与指数层面的观感一致。

横盘往往给个股更多表现机会：8 月 19 日涨停的个股中就包含了金健米业和汉森制药，深中华A 则始于 20 日，之后陆陆续续走出楚天龙、捷荣技术等。所以今天的观察顺序是：先看跌停家数有无增多，在确认亏钱效应没有放大之后，再把注意力放到进攻上。

今日情景

把 8 月 19 日之后的走势作为参考模板——先横盘蓄势再冲击 4000 点——结合昨天的强度优势，落点分两种：

情形 A（横盘向上）：开盘承接住外盘暖意、跌停家数继续维持个位数、量能不再创新低，则昨日阴线可定性为主动回调结束，指数横盘向上的概率提高，科技股重新占据主导，液冷、光纤、AI 手机等昨日零星异动的方向具备形成规模的条件。

情形 B（横盘向下）：若高开低走、跌停家数明显增多、量能继续萎缩，说明昨日只是调整的第一步，非科技的「事件催化＋超跌」组合（军工、防御类）占主导，科技股以个股异动为主、难成合力。

两种情形的分水岭不在指数点位，而在个股数据与量能：强则科技主攻，弱则非科技补位，不见量价确认不追。

三、板块定方向

军工：据盘面，昨日军工板块逆势走强，消息层面受地缘局势升级催化，叠加板块本身位置较低、前期反弹中没怎么轮动过。个人判断，其定位类似 8 月 19 日的农业、养殖板块，都属于事件催化＋超跌板块的组合。但需要注意的是，此前农业股能走出一波涨势，除了厄尔尼诺本身的催化外，也和 8 月底指数以及科技股的疲软有关——换言之，指数的方向选择将对军工能否延续起到关键影响：情形 B 之下它是主线，情形 A 之下它更可能是轮动中的一站。

科技（AI 硬件链）：昨天液冷、PTFE、光纤等方向都有零星个股异动，早盘的 AI 手机概念也可以纳入讨论范畴，但受制于指数调整没有形成规模。隔夜的增量信息有三条。其一，据报道，戴尔科技涨 15.81%，AI 服务器需求强劲、季度业绩超预期并上调全年预测，A 股相关公司包括浪潮信息、汇金股份等。其二，博通电话会议对 2027—2028 年 AI 收入翻倍再翻倍的路径；据市场整理的电话会信息（待核实），2027 年博通 AI 订单对应约 10.3GW（Anthropic 约 5GW、OpenAI 约 1.3GW、Meta 约 1GW、谷歌自用逾 3GW）、收入约 1150 亿美元，2028 年约 22—25GW、AI 收入约 2300 亿美元，博通认为现有 XPU 相比 GPU 可能有超过一倍的性价比优势。其三，据 SemiAnalysis，SK 海力士 HBM4 对英伟达的定价预计在每 Gb 3.0—3.3 美元，同比涨幅约 70%，对博通、AWS、谷歌、AMD 等其他一线客户为每 Gb 3.7—4.1 美元；三星对英伟达定价每 Gb 3.5—3.9 美元，较海力士高约 15%；到 2027 年，海力士与三星针对英伟达的 HBM 利润差距预计从两位数缩窄至个位数百分比。博通数字的核心含义是头部模型公司的收入与订单仍在快速放量，AI 资本开支周期没有结束，但 A 股今天能否兑现，取决于指数是否走出情形 A。

北交所：昨日成板块性反弹的不是没有，那便是北交所概念股——确切说从花溪科技开始，北交所概念已连续几天走强，北交所个股昨日全线大涨，与之相对应的是 20cm 个股关注度明显减小。一定要找理由的话，北交所迎来宣布设立五周年的消息，至少可以作为一个辅助条件。个人判断，今天可以通过涨停或大涨的北交所个股来反推日内的强势题材，把它当作一面情绪镜子来用。

农业：据盘面，昨日农业板块跌幅居前。作为 8 月中下旬「事件催化＋超跌」的上一站，其退潮本身也印证了这类组合的生命周期依赖指数与科技股的强弱，对军工今天的观察具有参考意义。

四、个股定时点与产业链跟踪

量子计算：本源悟空的 QRAM 突破

据安徽省量子计算芯片重点实验室消息，本源量子联合中国科学技术大学、合肥综合性国家科学中心人工智能研究院等团队，在「本源悟空」自主超导量子计算机上研发出面向桶式量子随机存储器（QRAM）的「相干量子路由系统」，相当于为数据中心架设了「快速路」，有效解决了 QRAM 扩展的行业难题，相关论文日前发表于《物理评论 X》；据报道，传输效率高达 98%。据国投证券赵阳观点，2019 年谷歌 53 比特「悬铃木」芯片首次实现量子计算优越性验证，2024 年谷歌 Willow 芯片、2025 年中科大祖冲之 3 号均实现性能快速提升，产业进入蓬勃发展阶段，未来有望逐步实现专用量子计算机商用化。

神州信息：据公司信息，公司是国家量子产业联盟首批会员单位，是量子保密通信干线的重要服务商之一，与国盾量子紧密合作，持续推动量子节点和骨干网络建设。

金房能源：据公司信息，公司参股北京正道量子，持股比例 10%，正道量子主营量子加密技术解决数据安全问题及量子加密通讯。个人判断，量子方向属于典型的「消息驱动＋低位」题材，在横盘期具备日内表现条件，但持续性需要看有无涨停龙头站出来确认。

氮化铝：三方战略合作与国产替代

据公告，9 月 2 日旭光电子在苏州与北方华创、珂玛科技举行战略合作签约仪式，三方将共建半导体领域协同创新生态，合力推进高端氮化铝材料及半导体装备国产化替代；旭光电子力争 2027 年前将氮化铝粉体产能由 500 吨扩增至 1000 吨。据华泰证券刘俊观点，氮化铝热导率较传统氧化铝的 20—40 W/(m·K) 大幅提升，兼具高绝缘、低介电常数、热膨胀匹配硅等优势；供给端日本德山、京瓷等日系产能合计份额约 75%，但日系企业或面临原材料紧张、产能收缩与交付周期延长的困境，兼具粉体自研与规模化量产的国内企业有望迎来机遇。

旭光电子：据公司信息，产品覆盖氮化铝粉体、基板、结构件、HTCC 管壳，其中粉体已突破连续化生产关键技术、年产能 500 吨，基板已实现批量供货。

金博股份：据公司信息，已拉通粉体中试线并完成工艺验证，计划建成 500 吨量产线，下半年有望陆续实现客户验证与批量交付。个人判断，氮化铝挂靠的是半导体设备与算力硬件散热两条主线，属于科技分支里逻辑较硬的方向，其表现同样受制于情形 A/B 的选择。

镍：印尼干旱引发的供给扰动

据报道，受厄尔尼诺引发的干旱影响，印尼最大镍工业园区的冶炼厂供水受限，该园区可能不得不将产量削减多达 40%；2025 年印尼镍矿产量占全球 67%。A 股相关公司包括盛屯矿业、中国中冶等。个人判断，这是上游涨价线的一个新增催化，与农业板块的厄尔尼诺逻辑同源，属于横盘期可关注的非科技补充方向。

AI 服务器：戴尔业绩的映射

浪潮信息、汇金股份：据报道，戴尔科技因 AI 服务器需求强劲、业绩超预期并上调全年预测而大涨 15.81%。这是隔夜 AI 硬件链里最干净的正面信号，与博通「需求超出 2027 年预期」的表述互为印证。

五、今日观察清单

第一，开盘后半小时的承接与跌停家数——这是判断情形 A 还是 B 的第一道门槛。第二，量能是否止住创新低的趋势，1.7—1.8 万亿区间是否企稳。第三，北交所大涨个股所映射的日内强势题材。第四，军工与科技谁在午后占据主导，这决定后半周的板块配置倾向。第五，22:00 的 ISM 服务业支付价格分项，它将预演明晚非农的市场解读方式。

最后重申一句：昨天的阴线是主动回调而非被动踩踏，横盘是主基调，方向要等量价确认。冷眼旁观，等待结构性的分化。

 

风险提示与免责声明：本文所有内容仅为个人市场观察、行业跟踪与研究记录，不构成任何投资建议、买卖指令或收益承诺。市场有风险，投资需谨慎，请读者独立判断、自担风险。

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KC还是昨天那个点位，如果今天高开低走，有机会跌到1600是好事，调整不充分弱势环境下该来的总会来。如果今天没有跌到位拉起来了，反而并不是一件好事情。

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长鑫全球份额到10%了，kc50今天没到位，也无所谓了，液冷昨天就说过主动性很强，今天再次带头上攻确立主线地位，我对下午的行情会更期待一些。

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韩国总统府和青瓦台对美国商务部长卢特尼克提及半导体关税作出回应，称具体内容尚未最终确定，政府将努力防止此类措施对韩国企业产生不利影响。 

近期，中国驻韩国大使馆、驻光州总领馆同韩国全南光州统合特别市政府和光州双年展财团就双年展涉台问题多次沟通。中方积极参展，并支持本届双年展取得成功，同时强调韩方办展需遵守韩国对华外交政策，符合国际法和国际惯例。世界上只有一个中国，台湾是中国领土不可分割的一部分。台湾在联合国的唯一称谓是”中国台湾省”(Taiwan，Province of China)，台湾地区参与多边活动必须按照一个中国原则来处理。

但光州双年展主办方顽固坚持错误做法，公然同意中国台湾地区使用完全不符合其身份的
名称参展，严重违反一个中国原则，直接损害中韩关系政治基础。中方对此坚决反对，绝
不接受。中方策展团队已经宣布撤展，表达强烈抗议。

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你们今晚想听鬼故事，还是想听行情梳理？ 鬼故事现在还不会发生，未来会。我发起了一个投票今晚视频​

今晚视频
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每日咨询
专属投票
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通过网盘分享的文件：高盛_阿里巴巴（BABA.US）2027财年第一季度回顾：云业务加速及高AI资本开支.pdf等57个文件
链接: https://pan.baidu.com/s/1SUQv0uTfeUNyUdxUwOhVTA?pwd=xn27 提取码: xn27 
--来自百度网盘超级会员v9的分享

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今天是一根典型的“地量地价”修复K线。指数高开低走后宽幅震荡，午后由科技带动逐步修复，但受制于量能仍未全面企稳。缩量而不深跌、下探而能回升，说明场内主动做空动能在衰竭；但企稳不等于走强，反弹级别的裁判只有一个——量能。

一、指数定环境：地量确认底部区间，冰点之后看新周期

盘面上，两市成交较前一交易日明显萎缩，创下近阶段成交地量。缩量并未伴随指数深跌，反而走出下探回升走势。这属于教科书式的“地量地价”修复信号：增量资金虽未大规模进场，但存量资金已完成一轮再平衡——高位品种的风险集中出清与低位科技的承接同步发生，为后续反弹奠定了结构基础。

这次调整的性质要分清。指数层面是内生性回调（高位风险出清与攻守轮动），并非外力扰动；半导体午后的被动跟跌更多是韩国关税情绪的联动，不是国内基本面出了问题。内生性回调的底部区间已经由地量确认，但“确认底部”与“确认走强”是两件事——后者必须见到量能放大。

短线情绪方面，受高位风险集中出清拖累，今天整体偏弱。明天大概率迎来短线情绪的冰点，标志性观察点是一鸣食品是否开板：若高位标开板兑现，说明短线资金的最后一跌完成，市场随即进入新周期的酝酿期；冰点之后，重点不是急于抢筹，而是观察风格是否发生变化——继续由科技主攻，还是重新切回低位补涨。

下一交易日的推演用两种情形落点。情形A：量能在地量基础上温和回升，科技扩散面打开（液冷之外的光通信、PCB、存储、设备同步放量），则今天的下探回升升级为反弹起点，指数有望向上修复整理区间。情形B：量能继续萎缩、科技仅液冷一线独强，则指数维持底部区间的窄幅震荡，反弹高度有限，需要更多时间消化。两种情形之下，右侧确认的标准不变：不见量价配合不加仓。

二、板块定方向：攻守转换，液冷成为科技修复的突破口
攻守转换：防御退潮，进攻接力

热点延续轮动，今天的核心变化是攻守转换。防御性品种在昨天出现军工等边缘品种的轮动补涨后开始进入尾声，今天以银行为首的红利股在午后加速回落；资金开始转向科技等进攻性品种。个人判断，防御端边缘品种的补涨往往是防御行情进入尾声的信号，今天红利股的午后回落印证了这一点。值得注意的是，尾盘飞龙股份、黄河旋风等辨识度个股炸板，说明短期攻守仍有拉锯，但方向上大体应是逐步向进攻性品种过渡。

科技主攻：液冷散热全天领涨

液冷散热板块全天领涨两市，板块内多只个股涨停，成为本轮科技修复的核心突破口。从产业层面看，下一代高功率算力集群对液冷的需求已从“可选项”变为“必选项”，行业订单加速落地，业绩确定性显著高于其他科技细分。行情沿产业链快速扩散，从液冷板延伸至冷却液、屏蔽泵、金刚石散热材料等上下游细分，形成完整的板块效应。

受液冷带动，光通信、PCB、存储、半导体设备等算力硬件细分同步回暖，但受制于量能，整体强度一般。若后续只有液冷单一赛道强势，行情高度有限；科技板块的扩散效应是判断这轮修复级别的第二个核心变量。

事件驱动：零星活跃

事件驱动型机会零星活跃：AI编程、AI应用板块受海外SaaS企业财报超预期催化早盘异动；传媒影视板块延续活跃态势；无人驾驶、人形机器人板块受产业消息刺激小幅拉升。个人判断，这些方向暂时属于低位事件驱动的波段性机会，缺乏承接量能时不宜追高，等待催化与量能同时出现再谈参与。

三、个股定时点

云南旅游：据公开报道，特斯拉Cybercab发布会于9月3日在奥斯汀举行，这是该车型自2024年10月概念版亮相后的正式量产发布（Cybercab已于今年4月在得州工厂启动序列化生产），标志着无监督Robotaxi从技术验证走向规模化商业运营的拐点。汽车行业正经历从电动化到智能化下半场的转型，随着自动驾驶国标正式发布，行业开启L4商业化元年；开源证券预计2030年国内Robotaxi市场规模有望接近5000亿元。在这一趋势下，拥有线下交通运营资质与实体车队管理能力的本地化交通服务商，是Robotaxi从技术落地到规模化运营不可或缺的一环。云南旅游旗下云旅汽车已获得交通部颁发的租赁、网约车、共享车全牌照资质，是云南省政府指定的两家线下交通服务商之一，逻辑上与辨识度个股大众交通一致；叠加中秋国庆假期临近、旅游板块情绪共振，今天成功卡位。

威尔高：据产业资料，当前AI服务器单机柜功率已跃升至100kW，下一代预计向600kW乃至MW级迈进，除液冷外对电源同样提出极高要求，推动电源PCB向厚铜、嵌入式模块、先进散热等高端技术升级。厚铜PCB并非简单加厚铜层，高层数叠加厚铜会导致层间错位、铜面凸起、蚀刻不均等工艺矛盾集中爆发，良率远低于普通PCB，单板价值量显著提高。威尔高聚焦AI服务器电源板，已突破30层厚铜（23oz）HDI（2/3阶4压）的技术壁垒，掌握4–12oz厚铜高多层产品的批量生产能力，针对54oz以上超厚铜高多层板的工艺亦完成研发储备；DC-DC产品已突破30层技术壁垒并实现批量交付。客户层面，公司与台达合作时间已久，而台达在AI电源领域占据主导地位、是英伟达的主要供应商。其先发优势有望锁定头部份额，竞争对手短期难以切入；以上技术参数来自公司公开材料，具体口径待核实。

海量数据：AI Agent的爆发正驱动底层数据基础设施全面升级，Agent对非结构化数据处理、向量检索与企业私域知识库的刚性需求，使数据库从“存储工具”升级为AI时代的数据核心引擎。据市场信息，这一逻辑正被9月2日Snowflake财报验证，其股价大涨。海量数据是A股中数据库业务纯度最高的上市公司之一，以自研Vastbase构建了覆盖关系型数据库G100、向量数据库V100及高安全数据库M100的完整矩阵，其中V100专为企业知识库与RAG等AI场景打造，并已发布AgenticData多源异构数据智能体系统，全栈国产化产品应用于3000余家党政央国企客户。在Agent爆发驱动数据基础设施价值重估的产业起点上，公司凭借向量数据库与信创替代的双轮卡位，处于国产数据库核心标的的价值重估窗口——这与此前梳理的“给AI应用卖铲子的AI Infra软件”框架一致，但软件仍属映射与波段，须按软件板块的纪律参与。

四、消息面梳理

芯片｜十部门设立国家中小企业发展基金二期：据媒体报道，工信部等十部门印发《促进中小企业发展“十五五”规划》的通知，提出加大直接融资支持，加强中小企业上市培育力度、建立优质中小企业上市培育库，深化区域性股权交易市场“专精特新”专板建设，高质量建设债券市场“科技板”，并设立国家中小企业发展基金二期，带动社会资本投早、投小、投长期、投硬科技。卖方观点：招商证券认为国内先进逻辑和存储扩产提速，设备国产化进入规模化提升阶段，零部件向高价值环节突破，材料由验证导入逐步转向批量放量，看好自主可控板块。个人判断，芯片作为硬科技核心，是政策资金的确定性受益方向，但国产替代是渐进而长周期的过程，不宜按“一夜突破”叙事交易。相关公司：科翔股份的半导体业务聚焦板级封装（PLP）、MOS三极管、第三代半导体模块三项，其中PLP依托内部高阶HDI制造能力完成氮化镓、碳化硅多芯片合封，具备成本低、散热性能高的优势，主要面向电源芯片；睿创微纳掌握集成电路设计、MEMS传感器设计及制造、封装测试、机芯图像算法开发、系统集成等非制冷红外成像全产业链核心技术。

人形机器人｜OpenAI表态与高盛上修预测：据媒体报道，OpenAI首席执行官奥尔特曼表示公司肯定会研发人形机器人，也会做其他形态的机器人，但认为并非所有机器人都需要是人形——当人形结构无法带来实际优势时，将针对特定场景设计非拟人化机器人，真正关键的是“机器人大脑”。卖方观点：高盛研报把人形机器人出货量预测整体上移，2030年从25.6万台上调到89万台，2035年从约140万台上调到648万台，并首次给出1383亿美元的市场规模测算，约为原预测的4.6倍；海通国际认为AI机器人正由技术验证期进入商业化验证期，投资逻辑由“技术突破＋远期空间”转向“订单＋交付＋业绩兑现”。相关公司：拓斯达的人形机器人「小拓」是中国首款应用于注塑场景的具身智能机器人；鑫宏业依托特种线缆技术积累布局人形机器人、低空经济及可控核聚变等新兴赛道，自主研发超柔性线缆系列产品，并战略投资无锡智动力机器人公司。

半导体关税｜卢特尼克：芯片关税正在路上：据CNBC等报道，美国商务部长卢特尼克9月2日表示，特朗普政府正在制定“有针对性、经过深思熟虑”的半导体关税框架，基本原则是“在美国建厂就不用交税，不在美国建厂就要付出进入全球最大市场的代价”，并将效仿制药行业做法，把关税减免与在美投资挂钩。此前特朗普政府已在今年年初对部分先进半导体提出25%的从价关税；据Politico上周报道，新一轮关税考虑将征收范围扩大到含芯片产品，如数据中心服务器、个人电脑与消费电子，并可能设置分阶段实施期。卢特尼克称目前已有约1.2万亿美元承诺在美建设半导体工厂，台积电、美光等均在投资建厂；台湾方面表示将新增至少200亿美元对美投资（原稿口径为200至300亿美元，待核实）。

这套规则对韩国属于定点冲击：三星、SK海力士核心产能扎根本土，虽有赴美建厂规划，但韩国本土产出的存储芯片能否拿到豁免尚无定论，韩美此前会谈的半导体条款也未敲定。市场对关税落地的担忧直接带动韩国股市走弱，A股半导体板块午后出现被动跟跌。这更多是外部情绪联动而非国内基本面变化；若韩国供应链持续承压，反而会加速A股半导体的国产替代进程，替代韩国供应链的方向迎来催化。

五、液冷产业链深度跟踪
前期调整原因与预期修正

市场归因的调整因素有三：科技板块整体波动带动液冷同步调整；大摩报告测算液冷单机柜价值量增幅较低，部分投资者担忧单瓦价值通缩；英伟达将芯片盖板由两片改为一片，引发担忧传导至大陆液冷企业。我的反驳是：大摩假设条件存在商榷空间，伯恩斯坦测算同类型机柜液冷价值量可翻倍，行业核心逻辑是机柜功耗持续提升、散热需求持续增长；盖板方案调整主要影响台湾盖板企业，大陆液冷企业主营服务器芯片冷板、CDU等产品，与盖板不在同一维度。此外，液冷公司一季度业绩尚未在报表端兑现造成信心不足，近期半年报密集发布后，飞龙股份中报明确订单开始放量，英维克二季度业绩逐渐好转，市场开始反馈行业自26Q3起有望迈过“0到1”进入业绩释放阶段，27/28年多个子板块利润有望大幅上涨。

投资节奏上，我认为当前不是看某一季度利润，而是看订单、扩产、交付、报表是否持续接力：2026年9–10月是催化密集期，Q3看订单确认与排产爬坡，Q4看批量交付、收入确认与毛利率变化；2027年上半年进入份额提升与盈利回归阶段；但需注意27年下半年，技术门槛较低的细分环节在国内与东南亚扩产起量后可能出现同质化价格战，预期可能先行反馈。

需求节奏与市场空间

液冷需求释放呈非线性：2026年上半年行业订单出货尚未起量，6–7月后出货量将大幅提升，GB300、Rubin机柜与谷歌TPU V7/V8集中在二、三季度出货，三季度强度更高；订单采用滚动下发模式，当前处于“有多少产能下多少订单”的状态。规模上，2025年全球液冷市场仅100多亿元、国内基本为零；2026年仅英伟达GB300加少量Rubin对应的液冷空间就达600–700亿元人民币，叠加谷歌ASIC等需求，全球接近千亿，同比增长4–5倍；长期仅服务器领域就将达2000亿元以上。产业链传导上，订单当前大量集中在台资代工厂，逐步向国内供应链分散，台资代工厂2026年出货量同比增长4–5倍，2027年扩产规模较2026年再增3–5倍。

各环节要点

系统方案总包/EPC：该环节可吃到产业链最大价值量，门槛极高（全品类布局、海外项目落地经验、长期可靠性验证），国内仅少数企业具备能力。英维克、申菱环境已获海外客户认证并有项目落地，二季度末、三季度初订单量级将明显上升，可通过预付款、合同负债等科目验证；若单家企业获得10%–20%份额，年液冷收入可达300亿以上，海外业务毛利率可达40%以上。

柜内液冷（鸿富瀚交流反馈）：仅阿里明年有望贡献6亿以上利润（按1万柜、单柜60–70万元、45%份额对应30亿以上收入、20%净利率测算）；已拿到多家大厂代码，重点突破META（目标份额30%以上）与AWS，英伟达方面拿到RVL、Rack Manifold上了算博会英伟达展台（单柜需求约4000–6000美元）；目标明年液冷合计做到40亿规模、10亿以上利润，对应当前PE不足20倍。

液冷泵：液冷系统核心部件包括冷板、CDU、快接头、manifold，其中CDU价值量占比最高，液冷泵是CDU核心部件、价值量约占三分之一；液冷泵采购早于CDU，是CDU出货的前置指标。CDU环节海外＋国内有十几家厂商参与、竞争相对激烈，液冷泵环节国内参与者少、格局更优、利润率保持较好。飞龙股份2026年中报披露μ/S/M平台液冷泵、液冷阀终端订单合计超5万台（配套申菱环境、H3C、宝德、曙光、数创等），L平台大功率泵订单近万台（核心客户英维克、台达、施耐德、同飞、申菱环境、字节跳动、阿里等）；大元泵业与飞龙同为国内液冷泵核心厂商；三、四季度随海外云服务商订单在国内结算，两家将有确定性业绩兑现。

台资代工链上游：台资供应链筛选严格，需通过英伟达审查并与代工厂有5–10年以上合作历史，有效参与者远少于市场预期，金富科技、奕东电子等卡位企业将充分受益。金富科技传统冷板用波纹管、铜管订单已供不应求、产能加速扩张，新增中央分水器（manifold）产品已实现爆单、主要供应台达等客户，核心竞争力为钎焊技术，该单品预计可带来十几二十亿年收入、5–6亿年业绩且毛利较高；Q2子公司并表业绩表现较好，Q3、Q4产能爬坡后进一步提升。

光模块液冷Cage：2026年1.6T光模块液冷渗透率约20%，2027年将提升至60%–80%甚至更高，叠加风冷模组需求整体市场规模达200亿元以上；保守测算（假设2026–2028年1.6T出货3000万只、9000万只、1.1亿只，渗透率15%、50%、80%），液冷Cage市场空间分别为12.2亿、113亿、206亿元。格局上，风冷时代Cage由鼎通、意华两家垄断、份额约五五开；25年鼎通率先与下游共同开发液冷Cage，具备先发优势，2026年占据绝对份额；奕东电子的液冷Cage已在下游大厂验证。我认为液冷Cage的竞争格局、技术壁垒与成长持续性在液冷各环节中最优，等待规模订单催化。

个人落点

液冷今年炒的是预期反转，眼下的“朦胧美”可能是最性感的阶段；Q3、Q4业绩一旦开始释放，线性乐观的市值预期会被提前打进去，明年就要像今年的光模块一样，盯着格局与价格修正预期。

目前做液冷的厂商眼花缭乱，东莞调研所见是新玩家搞并购、老玩家搞扩产、五金加工摇身一变AI算力；按光伏、新能源车的经验，明年一旦起量立马价格战，更何况台企也在猛扩产能、海外订单有优先指派。个人判断，液冷内部要分层看：技术门槛低的柜内柜外环节吃的是导入期红利，持续性存疑；液冷泵、代工链上游卡位、液冷Cage这三类格局清晰、参与者少的环节，才具备穿越价格战的条件。液冷Cage此前已定性为“两倍做多光模块”——渗透率从零到一叠加单口价值量跃升、双寡头格局显著优于光模块本体，落点仍是继续跟踪、逢低关注、等待规模订单落地。

六、操作与心态

总基调是“等”而不是“追”。地量确认了底部区间，但底部区间内的震荡不给右侧信号，今天尾盘辨识度个股的炸板也说明攻守尚未彻底易位。明天若情绪冰点兑现，正是观察风格与承接的时点：关注一鸣食品开板后的市场反应，关注科技扩散面能否从液冷一线打开，关注量能能否在地量之上温和回升。

仓位上，试探性动作只做在已经确认的进攻方向（液冷及其格局较优的细分），不在防御与事件驱动的低位品种上提前布局；增量资金进场之前，所有反弹都先按修复而非反转处理，右侧确认了再谈级别。

跟踪变量：一是量能，能否在地量基础上放大并站上关键量级；二是科技扩散，液冷之外光通信、PCB、存储、设备是否同步放量；三是韩国关税事件的后续口径，这决定半导体被动跟跌是一次性情绪还是持续压制；四是9–10月液冷催化密集期的订单与合同负债验证。

 

合规声明

本文为个人复盘记录与交易计划梳理，所涉行业数据与个股信息均来自公开渠道及持牌机构研报，仅供参考，不构成任何投资建议或买卖依据。市场有风险，决策需独立；据此操作，盈亏自负。

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周四三大指数集体冲高回落，收盘集体微涨；盘面上旅游、机器人等概念开盘冲高，液冷服务器反复活跃，航运、培育钻石轮动走强，高位人气股则持续下挫。把这根K线放回8月19日以来的节奏里看，它与8月20日一样，都是缩量僵持下的一根假阴线，性质上属于区间内的正常摆动。

一、隔夜与开盘预判

据市场公开行情，周四美股三大指数高开，特斯拉大涨约5.4%（公司宣布Cybercab在奥斯汀投入运营，作为完全为自动驾驶而生的纯电双座车接入Robotaxi网络）；博通因四季度营收指引低于预期一度跌超6%，AI芯片收入指引仅略超预期。

对A股开盘的传导只体现在开盘定价上：特斯拉与Cybercab利好智能驾驶、机器人一线（对应昨天已经冲高的板块），博通指引则是对海外链算力硬件的边际压制。另外今晚（周五）是美国8月非农，按一贯的时序纪律，晚间数据是下周一开盘的定价输入，今天盘中仍按自身量能与接力操作，收盘前再按周末与隔夜敞口调仓即可。

二、指数定环境：复合震荡区间，逻辑从景气切向政策

量能：缩量既是跌不动的原因，也是拉得快的原因

盘前提到可以参考8月19日之后的走势。虽然没料到盘中韩国股市会出现跳水，但一方面隔壁随后翻红，另一方面昨天进一步缩量，导致指数不仅跌不动，拉起来也快——创业板指从13:47开始，不到20分钟就从跌0.6%变成涨0.6%，因此最终殊途同归，和8月20日一样收了根假阴线。个人判断，这种量能状态下，任何一次短暂的外盘扰动都只能造成盘中级别的波动，形不成方向。

结构：区间的顶和底来自两个不同指数

某种程度上，现在指数处于一种复合的区间震荡：区间顶部由沪指4000点构成，底部则来自创业板指7月底的低点。这就解释了为什么沪指看似下方空间不小、创业板指看似上方空间也不小，却都暂时僵持住了。两个指数各自守着一头，谁也不先动，震荡就会持续。

逻辑：从科技景气逐步转向政策发力

据光大证券的观点，未来市场逻辑重点将从科技景气逐步转向政策发力。他这句话更多针对题材、板块与整体市场风格，但原理相通：对指数而言，政策端变化同样将成为重要逻辑支撑。这既包括最近反复提到的美联储议息会议——9月11日将公布的美国8月通胀数据，将直接决定一周之后议息会议的结果——也包括国内的政策变化。个人判断，在这些节点落地前，指数在复合区间内反复的概率高于选择方向的概率。

指数结论：无顶部结构，上升趋势维持完好，适合持股或做T。

三、板块定方向：接力数据转弱，科技靡指数而动

情绪数据：反弹强度反而不如8月20日

昨日二板家数6家，对应的一进二晋级率由11.29%回升至16.67%；首板家数由36家降至35家（8月20日为74家）；跌停个股由9家增至16家（8月20日为11家）。三组数据放在一起，可以看到昨天的反弹强度反倒不如8月20日。除了这两天的量能相比8月中下旬进一步减小之外（不过20日当天相比19日也是大幅缩量），更关键的变量应该就是昨天文章特地提示的「稍加留意跌停个股有无增多」——从结果看，的确影响到了部分资金的做多热情。

因此对短线资金而言，稳妥的做法是先等一鸣食品开板；折中的做法是只回避高位与热门题材个股。一鸣食品虽然看似连续两天一字跌停，但实际上每天都有放量，隔夜下单都能成交，所以它对情绪的压制属于可观测、可结束的过程。

科技：一看指数方向，二看有过异动或有消息催化的方向

资金的思路其实不复杂：一看指数方向，二看之前有过异动（液冷）或有消息催化（AI编程）的方向。以液冷为例，昨天盘中的两波拉升几乎都是跟着指数走的，包括午盘后的回落也是被指数带下去的。并且以目前的量能和市场情绪，液冷的体量已经是市场可容纳的极限，短时间内很难像之前那样围绕光模块或PCB进行全面炒作。后续先看市场是围绕散热的不同形式继续挖掘——比如昨天午后异动的培育钻石概念，实则炒的就是金刚石散热——还是打一枪换一个地方，直接从散热切到其他细分方向。

非科技：事件催化＋超跌板块，但都还是第一天

旅游、体育、机器人等概念，依旧是「事件催化＋超跌板块」的模型。由于都是第一天，其实都还不成气候，并且昨天炸板的比封住涨停的还多。今天不妨看看哪个题材先有个股反包，反包反而容易吸引资金关注，这比追当天的新题材更符合右侧确认的纪律。

最后提一嘴军工。昨天显然不及预期，但重点在消息催化而非股性好坏——毕竟之前连农业股都能炒起来。更直白点，就是看之后地缘冲突还会不会进一步升级；昨天一下子没了消息，板块就哑火。对照8月底，当时至少可以时不时在新闻里听到厄尔尼诺，再配合本身就是题材真空期，农业股直接成了市场焦点。个人判断，军工能否二次活跃，看新闻密度即可，不必看K线。

板块结论：非科技方向目前没有特别亮点，投机情绪在接连监管下进入退潮；资金有局部回流科技股的迹象，但成交量过小，对科技板块影响有限。短期继续跟踪上周卡节点的液冷与金融板块，看能否带领科技和指数走出持续性，哪怕维持横盘也可以。

四、周五预案：短期无大波动，适当降低预期

总的来说，短期无大波动，适当降低预期后，以持股或做T为主。具体分两种情形：

情形A · 开盘承接正常，跌停家数不再扩大：液冷等有过异动的科技分支跟随指数做区间上沿的试探，前一日冲高的旅游、机器人若出现个股反包，可作为超跌事件模型的确认信号。此时持股不动，日内冲高做T。

情形B · 跌停家数继续增多，高位股补跌加速：情绪进入最后一跌的清算阶段，一鸣食品是否开板成为观察点。此时不接高位与热门题材的飞刀，回避即可；指数层面创业板指仍以7月底低点为区间底，未破不必悲观。

两种情形下的共同点是：不把仓位交给今晚尚未公布的非农，收盘前再按周末敞口做减法。

五、产业跟踪 · 资讯汇编

液冷：产线满产，CDU订单排至2026年底

据央视财经，山东、广东等地液冷产线满产运行，核心设备CDU订单已排至2026年底，部分交付周期展望至2027年。据中金公司研报，看好AI算力集群持续扩容背景下光通信散热赛道的高成长性，重点关注光模块VC、液冷Cage及共封装交换机液冷机会。据东方证券研报，实际应用表明硅油冷却液有望成为氟化液的最佳替代品；随着欧盟等地区推出对PFAS类物质的限制政策，环保收紧背景下硅油冷却液具备一定发展潜力。

相关标的：集泰股份、金帝股份（硅油冷却液方向，据研报梳理）。个人判断，液冷Cage方向仍以此前跟踪的鼎通科技（独供、已批量出货）与奕东电子（送样与扩产、年底前看认证）为主线，硅油冷却液属于新拓出的细分，先看是否有资金愿意把「散热的不同形式」这条线炒下去。

推理算力与网络：从训练转向推理主导

据Equinix公告，其联合英伟达与开源模型推理平台Together AI推出分布式AI推理服务「Equinix Inference Exchange」，计划2027年一季度上市，面向三类需求：让推理更贴近用户与数据以降低时延、帮助企业从封闭模型迁移到开源模型以控制成本、以及在受监管行业内把模型运行在指定地区机房以满足数据不出境要求。

据西部证券郑宏达，2026年是AI从训练转向推理主导的拐点：OpenClaw、Claude Code等开源与闭源Agent框架迅速普及，算力应用从问答模式走向智能体循环、从单轮生成升级为多步规划与持续执行，推理首超训练成为算力需求重心。进入推理时代，算力基础设施的核心关注点是Token成本、低延迟、调度算法与缓存管理；芯片层以Groq LPU为代表的专用推理芯片兴起并与GPU异构互补；网络互联层，超节点以高速互联、内存池化、高度集成适配推理的高并发与大显存需求，以太网交换机凭借普适性与经济性有望成为AI数据中心网络架构的主流选择。

紫光股份：据公司公告，旗下紫光晓通与NVIDIA签署代理协议，紫光数码正式成为NVIDIA数据中心GPU、DGX系统、专业可视化、虚拟GPU及网络产品的中国区总代理。

星网锐捷：据公司披露，控股子公司锐捷网络推出了应用CPO技术的数据中心交换机，并参与编写COBO的CPO交换机设计白皮书。

个人判断，推理主导的叙事与此前跟踪的算力租赁、以太网交换机方向是同一条线，属于科技内部有消息催化的分支；但在当前量能下，它与液冷一样只能跟随指数做区间波动，不宜赋予独立行情的预期。

ABF载板：产能极度告急，上游电子布依赖日本

据《科创板日报》9月3日讯，ABF载板大厂欣兴董事长简山杰表示，AI芯片推动载板朝大尺寸、高层数及高复杂度演进，目前ABF载板产能极度告急；核心材料电子级玻璃纤维布绝大多数来自日本，且供应商多为中小型企业，过去一年多欣兴已拜访其十余次。据财通证券电子团队，AI推动配套ABF载板同步提升面积、层数、布线密度与可靠性，单片价值量与制程负载随之提升；全球ABF载板供应集中在少数境外龙头，高端供给集中且释放节奏受限，供需偏紧推动价格上行，看好国产ABF载板厂商的突破。

兴森科技：据公司披露，FC-BGA（ABF）载板已在技术能力、产能规模、产品良率层面做好量产准备，良率持续改善，客户导入及样品交付按序推进，样品订单数量同比大幅增长且高层数、大尺寸产品占比持续提升。

华正新材：据公司披露，在算力芯片等应用场景已形成系列产品，已在国内主要IC载板厂商开展验证；CBF-RCC产品在智能手机VCM音圈马达领域已实现小批量订单交付。

ABF载板与此前的电子布、PCB上游涨价是同一逻辑（上游涨价层），区别在于国产厂商仍处于验证与导入阶段，兑现节奏慢于台系龙头，更适合作为产业链跟踪而非短线接力对象。

智能驾驶与模拟芯片：Cybercab落地，德州仪器调价

据公开报道，特斯拉周四涨5.42%，公司宣布Cybercab在美国奥斯汀投入运营，作为一款完全为自动驾驶而生的纯电动双座车接入Robotaxi网络。据9月1日流出的一份德州仪器面向客户的调价预告函，其对产品组合内多款产品进行新一轮涨价，不同产品涨幅不一；随着AI基建支出持续放量，掌握高性能、低延迟模拟技术的领军企业有望在这一轮由AI定义的产业重塑中持续占据优势。

相关标的：智能驾驶方向——万集科技、联创电子；模拟芯片方向——纳芯微、力芯微（均据卖方梳理）。个人判断，Cybercab对应的正是昨天已冲高的机器人、智能驾驶一线，属于「事件催化＋超跌」模型的延续，今天看是否有个股反包，而非追开盘。

硅光测试：罗博特科出席台湾硅光联盟大会

罗博特科作为唯一出席的上市公司，出席台湾硅光联盟大会并在联盟中具备管理性质地位。其高管演讲要点如下：光子学用25年积累技术，到今天才迎来真正爆发；测试需求爆发源于光子需要更高速率、更多波长、通道数数倍增加，光学系统逐步内化（从可插拔走向堆叠），难度与复杂性指数级上升；公司前25年累计销售约2000台设备，预计未来1至1.5年将出货1000台；测试分四层——晶圆级测试、双面晶圆测试（堆叠测试）、光引擎测试、系统级验证测试，每下一级失败成本指数级上升；双面晶圆测试机专为台积电CoWoS工艺设计，已开始与泰瑞达、Advantest进行工厂级集成与兼容；人才是瓶颈，公司考虑德国设计＋台湾制造的模式扩张。

订单方面，据纪要，罗博特科从去年到今年接单约24亿元，对比去年半年收入仅小几亿，今明两年业绩支撑性强；台湾供应商披露上半年供应线性马达600多组，下半年计划交付2200组，反映下半年订单交付将显著加速。个人判断，硅光测试设备是CPO从「估值过高、兑现时点不确定」走向可验证的少数环节之一，但它同样属于海外链、且体量小，短线仍受量能约束，中线看订单转收入的节奏。

本文为个人盘面观察与研究笔记，所涉个股仅为产业链跟踪与盘面事实记录，不构成任何买卖建议或收益承诺。市场有风险，投资需独立判断、自担风险。

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做不了个股的去做ETF，这就是A股生态，昨天都说了降低预期赚点辛苦钱，早盘也发过了短期无大波动，适当降低预期后，持股或做T为主。 。不要一调整就要死不活的。磨底震荡，磨的就是心态。

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今天开始放量高开低走，如果今晚非农数据再不好，下周一再往下杀一波，打出底背离，开启一轮反弹。 这样操作起来更合理一点。

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早盘三大指数在外围刺激下集体高开，随后冲高回落，量能较昨日放大，全天预计在 1.9 万亿左右。高开低走的直接原因是科技股的回落幅度超出预期，液冷在昨日小高潮后出现分化，资金重回防御方向，农林牧渔再度领涨，消费、地产、大金融、两岸发展等多个方向同步异动。攻守两端的拉锯在预期之内，进攻品种的退让幅度在预期之外，这一差异是今天盘面略低于预期的核心原因。短线情绪同样割裂：前期强势股在集体释放风险后有所回暖，但连板晋级率偏低，新周期尚未出现。

结构上,AI 应用继昨日分化后明显回流，龙版传媒在利空消息下快速涨停，对板块的带动作用清楚可见；数字货币受美联储理事沃勒偏鸽表态和比特币突破 8 万美元的刺激集体高开，楚天龙秒板，而黄金概念涨幅有限——同一条流动性消息只点燃了投机属性更强的方向，说明当前资金的性质仍偏博弈。缩容环境下资金大概率继续聚焦液冷这一条主线，后市会反复活跃。

整体判断维持不变：轮动仍是主旋律，科技与非科技之间的资金争夺短期将持续，指数大概率延续震荡；今日表现略低于预期，反转的时点相应后延，在量能与晋级率同时改善之前，右侧信号尚未出现。

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这种位置不要去割掉，如果你已经满仓了，抗住不要乱操作。 后面两周是这个月唯一能够做多的窗口，很多688已经快出现信号，这种位置不要再卖了。仓位6-8成。

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剧本这不就成了嘛，安心过周末，下周一跌到位，有行情做了。周末复盘再具体聊。

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{
  "status": "COMPLETE_WITH_EXPLICIT_PRICE_EXCEPTIONS",
  "as_of": "2026-09-05",
  "latest_complete_trade_date": "2026-09-04",
  "database": "stock_valuation",
  "counts": {
    "security": 1231,
    "valuation_version": 3133,
    "daily_price": 21722,
    "daily_judgement": 21721,
    "judgement_20260904": 1223,
    "active_security": 1229,
    "active_a_share": 1227,
    "active_hk": 2,
    "active_h1_covered": 1229,
    "active_non_h1": 0,
    "a_share_latest_price_judgement": 1223,
    "explicit_price_exceptions": 6
  },
  "new_or_refreshed_versions": [
    {
      "ticker": "03888.HK",
      "company": "金山软件",
      "valuation_id": "VAL-63fba3676f028969a213e7e3",
      "valuation_date": "2026-09-05",
      "active_from": "2026-09-06",
      "report_period_end": "2026-06-30",
      "snapshot_path": "ana-data/result/股票估值/当前估值/03888.HK/金山软件估值快照_当前.json"
    },
    {
      "ticker": "09880.HK",
      "company": "优必选",
      "valuation_id": "VAL-ee6c28739364443a31917709",
      "valuation_date": "2026-09-05",
      "active_from": "2026-09-06",
      "report_period_end": "2026-06-30",
      "snapshot_path": "ana-data/result/股票估值/当前估值/09880.HK/优必选估值快照_当前.json"
    },
    {
      "ticker": "301566.SZ",
      "company": "达利凯普",
      "valuation_id": "VAL-c904860db483f7664af5ac31",
      "valuation_date": "2026-09-05",
      "active_from": "2026-09-05",
      "report_period_end": "2026-06-30",
      "snapshot_path": "ana-data/result/股票估值/当前估值/301566.SZ/达利凯普估值快照_当前.json"
    },
    {
      "ticker": "688519.SH",
      "company": "南亚新材",
      "valuation_id": "VAL-031486a5967b15aedb08a35d",
      "valuation_date": "2026-09-05",
      "active_from": "2026-09-05",
      "report_period_end": "2026-06-30",
      "snapshot_path": "ana-data/result/股票估值/当前估值/688519.SH/南亚新材估值快照_当前.json"
    }
  ],
  "price_exceptions": [
    {
      "ticker": "03888.HK",
      "company": "金山软件",
      "market": "港交所",
      "valuation_date": "2026-09-05",
      "report_period_end": "2026-06-30",
      "latest_judgement_date": "",
      "handling": "港股不适用A股daily合同；已用9月4日收盘价人工重估并写入后继版本"
    },
    {
      "ticker": "09880.HK",
      "company": "优必选",
      "market": "港交所",
      "valuation_date": "2026-09-05",
      "report_period_end": "2026-06-30",
      "latest_judgement_date": "",
      "handling": "港股不适用A股daily合同；已用9月4日收盘价人工重估并写入后继版本"
    },
    {
      "ticker": "301566.SZ",
      "company": "达利凯普",
      "market": "深交所",
      "valuation_date": "2026-09-05",
      "report_period_end": "2026-06-30",
      "latest_judgement_date": "",
      "handling": "本轮新纳入；9月5日估值版本不能回写9月4日历史判定，已在横向报告使用9月4日价格"
    },
    {
      "ticker": "600929.SH",
      "company": "雪天盐业",
      "market": "上交所",
      "valuation_date": "2026-08-26",
      "report_period_end": "2026-06-30",
      "latest_judgement_date": "2026-08-28",
      "handling": "9月4日无行情行（停牌/无成交）；保留8月28日最近完整价格判定"
    },
    {
      "ticker": "688432.SH",
      "company": "有研硅",
      "market": "上交所",
      "valuation_date": "2026-08-26",
      "report_period_end": "2026-06-30",
      "latest_judgement_date": "2026-08-28",
      "handling": "9月4日无行情行（停牌/无成交）；保留8月28日最近完整价格判定"
    },
    {
      "ticker": "688519.SH",
      "company": "南亚新材",
      "market": "上交所",
      "valuation_date": "2026-09-05",
      "report_period_end": "2026-06-30",
      "latest_judgement_date": "",
      "handling": "本轮新纳入；9月5日估值版本不能回写9月4日历史判定，已在横向报告使用9月4日价格"
    }
  ],
  "semiconductor_cross_section": {
    "row_count": 30,
    "csv": "ana-data/result/股票估值/半导体三子链H1横向比较/CPO_PCB_MLCC_30家公司H1估值横向比较.csv",
    "csv_sha256": "241D557E9461A7BBED740722E22C7F043E78F7FE036812F5CA65E92BD48AB212",
    "markdown": "ana-data/result/股票估值/半导体三子链H1横向比较/CPO_PCB_MLCC_30家公司H1估值横向比较.md",
    "markdown_sha256": "8A8203852710502A061AA670DDC910E57A13F462D100BF4808AACF76841ECF49"
  },
  "boundaries": [
    "未回写历史daily_judgement",
    "港股未接入A股daily行情合同",
    "停牌或无成交标的不制造9月4日价格"
  ]
}

 ana-data/result/股票估值/中报全量复评/2026H1全量复评覆盖核对_20260905.md

New file
@@ -0,0 +1,41 @@
# 2026H1 全量复评覆盖核对（2026-09-05）

## 结论

- 当前启用标的共 **1229** 只，最新估值版本的财务期末均为 **2026-06-30**；中报口径覆盖率为 **100%**。
- A股启用标的 **1227** 只，其中 **1223** 只已用2026-09-04前复权收盘价形成正式每日判定。
- 其余6只均已显式处理：2只本轮新纳入A股、2只停牌/无行情、2只港股；没有用虚构价格填补。
- 现有2只停用证券仍保留2026Q1历史版本，不计入当前启用标的覆盖率，也未回写历史。

## 数据库回读

| 指标 | 数量 |
|---|---:|
| security | 1231 |
| valuation_version | 3133 |
| daily_price | 21722 |
| daily_judgement | 21721 |
| 2026-09-04 daily_judgement | 1223 |

## 价格例外与处理

| 代码 | 公司 | 最新估值日 | 财务期末 | 最近判定日 | 处理 |
|---|---|---|---|---|---|
| 03888.HK | 金山软件 | 2026-09-05 | 2026-06-30 | — | 港股不适用A股daily合同；已用9月4日收盘价人工重估并写入后继版本 |
| 09880.HK | 优必选 | 2026-09-05 | 2026-06-30 | — | 港股不适用A股daily合同；已用9月4日收盘价人工重估并写入后继版本 |
| 301566.SZ | 达利凯普 | 2026-09-05 | 2026-06-30 | — | 本轮新纳入；9月5日估值版本不能回写9月4日历史判定，已在横向报告使用9月4日价格 |
| 600929.SH | 雪天盐业 | 2026-08-26 | 2026-06-30 | 2026-08-28 | 9月4日无行情行（停牌/无成交）；保留8月28日最近完整价格判定 |
| 688432.SH | 有研硅 | 2026-08-26 | 2026-06-30 | 2026-08-28 | 9月4日无行情行（停牌/无成交）；保留8月28日最近完整价格判定 |
| 688519.SH | 南亚新材 | 2026-09-05 | 2026-06-30 | — | 本轮新纳入；9月5日估值版本不能回写9月4日历史判定，已在横向报告使用9月4日价格 |

## 本轮新增或补齐

- 南亚新材、达利凯普：新增2026H1正式估值版本，并纳入30家公司半导体三子链横向表。
- 金山软件、优必选：按港交所2026H1法定业绩和2026-09-04港股收盘价完成后继估值版本。
- 30家公司横向结果：`ana-data/result/股票估值/半导体三子链H1横向比较/CPO_PCB_MLCC_30家公司H1估值横向比较.md`。

## 边界

- 新版本不回写估值日前的历史价格判定。
- 现有每日行情合同仅覆盖A股；港股以独立正式报告保存，不伪装成A股daily结果。
- 本结果是条件化估值，不构成交易指令或收益承诺。

 ana-data/result/股票估值/估值台账/import_gaps.csv

@@ -2,10 +2,13 @@
E:\mb-ms-doc\project-info\ana-data\result\股票估值\20260813_industry_gap_300338_valuation\ST开元估值快照_20260813.json,E_RANGE,悲观区间上下沿反转
E:\mb-ms-doc\project-info\ana-data\result\股票估值\20260819_industry_gap_002514_valuation\ST宝馨估值快照_20260819.json,E_RANGE,悲观区间上下沿反转
E:\mb-ms-doc\project-info\ana-data\result\股票估值\20260819_industry_gap_300716_valuation\ST泉为估值快照_20260819.json,E_RANGE,悲观区间上下沿反转
E:\mb-ms-doc\project-info\ana-data\result\股票估值\当前估值\600892.SH\大晟文化估值快照_当前.json,E_INPUT_MISSING,正式包缺少 calculation/valuation_results.json 或唯一正式报告
E:\mb-ms-doc\project-info\ana-data\result\股票估值\当前估值\603398.SH\ST沐邦估值快照_当前.json,E_INPUT_MISSING,正式包缺少 calculation/valuation_results.json 或唯一正式报告
ana-data/result/股票估值/20260806_defense_688111_valuation/金山办公估值快照_20260806.json,DUPLICATE_VALUATION_DATE_SKIPPED,688111.SH 2026-08-06 已选择更高优先级正式版本 ana-data/result/股票估值/20260806_kingsoft_office_valuation/金山办公估值快照_20260806.json
ana-data/result/股票估值/20260804_sonic_technology_valuation/骄成超声估值快照_20260804.json,DUPLICATE_VALUATION_DATE_SKIPPED,688392.SH 2026-08-04 已选择更高优先级正式版本 ana-data/result/股票估值/20260805_sonic_technology_refresh_valuation/骄成超声估值快照_20260804.json
ana-data/result/股票估值/20260813_sieyuan_electric_valuation/思源电气估值快照_20260813.json,E_DUPLICATE_VALUATION_DATE,002028.SZ 2026-08-13 已有不同正式版本，拒绝产生重叠有效期
ana-data/result/股票估值/20260817_industry_gap_002170_valuation/芭田股份估值快照_20260817.json,E_DUPLICATE_VALUATION_DATE,002170.SZ 2026-08-17 已有不同正式版本，拒绝产生重叠有效期
ana-data/result/股票估值/20260825_industry_gap_002407_valuation/多氟多估值快照_20260825.json,E_IMMUTABLE_VERSION_CONFLICT,同一估值身份的不可变字段冲突：consensus_count
ana-data/result/股票估值/20260819_industry_gap_002749_valuation/国光股份估值快照_20260819.json,E_IMMUTABLE_VERSION_CONFLICT,同一估值身份的不可变字段冲突：consensus_profit
ana-data/result/股票估值/20260825_industry_gap_002938_valuation/鹏鼎控股估值快照_20260825.json,E_IMMUTABLE_VERSION_CONFLICT,同一估值身份的不可变字段冲突：consensus_profit
ana-data/result/股票估值/20260806_defense_002967_valuation/广电计量估值快照_20260806.json,E_IMMUTABLE_VERSION_CONFLICT,同一估值身份的不可变字段冲突：consensus_profit

 ana-data/result/股票估值/半导体三子链H1横向比较/CPO_PCB_MLCC_30家公司H1估值横向比较.csv

New file
@@ -0,0 +1,31 @@
"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"

 ana-data/result/股票估值/半导体三子链H1横向比较/CPO_PCB_MLCC_30家公司H1估值横向比较.md

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# CPO、AI服务器PCB与MLCC三条子链2026H1估值横向比较

> 价格日：2026-09-04（最新完整交易日）；股本核验：2026-09-05；财务期：2026H1。合理区间是条件化估值，不是目标价或交易指令。

## 覆盖与口径

- 30家公司均使用2026-06-30中报财务；28家复用中报后正式估值并按当前总股本重述每股区间，南亚新材、达利凯普补充新正式估值并导入MySQL。
- 30家公司9月4日前复权收盘与同日未复权报价逐一相等；市值按收盘价×当前总股本重新计算。
- 估值排序先按偏低、基本合理、偏贵、明显偏贵，再按各自区间位置指标排序。区间内相对中枢，区间下方相对下沿，区间上方相对上沿。
- 同行只在同产品组且除自身后至少3个有效TTM扣非PE样本时展示；同行中位数不覆盖绝对估值标签。

## CPO/高速光互联

| 排序 | 代码 | 公司 | 产品同行组 | 收盘价 | 市值(亿元) | H1收入同比 | H1扣非同比 | TTM扣非PE | 基准区间 | 标签 | 估值位置 | 同行中位PE/溢折价 | 置信度 |
|---:|---|---|---|---:|---:|---:|---:|---:|---|---|---:|---|---|
| 1 | 300502.SZ | 新易盛 | 高速光模块 | 386.00 | 5,381.83 | +100.3% | +90.9% | 41.1x | 316.98—719.31 | 基本合理 | -25.5% | 122.0x / -66.3% | 中高 |
| 2 | 300308.SZ | 中际旭创 | 高速光模块 | 814.00 | 9,588.18 | +182.5% | +229.3% | 48.4x | 662.87—1,504.21 | 基本合理 | -24.9% | 122.0x / -60.3% | 中高 |
| 3 | 300548.SZ | 长芯博创 | 高速光模块 | 193.78 | 571.27 | +40.7% | +94.5% | 120.3x | 68.38—155.17 | 偏贵 | +24.9% | 86.0x / +39.9% | 中 |
| 4 | 002281.SZ | 光迅科技 | 高速光模块 | 167.70 | 1,388.30 | +26.1% | +57.8% | 123.6x | 48.62—116.87 | 偏贵 | +43.5% | 84.4x / +46.5% | 中 |
| 5 | 300394.SZ | 天孚通信 | 光引擎与光器件 | 248.70 | 2,712.88 | +15.1% | +36.8% | 118.2x | 72.72—165.01 | 偏贵 | +50.7% | 147.7x / -20.0% | 中高 |
| 6 | 300570.SZ | 太辰光 | 光引擎与光器件 | 180.00 | 408.83 | +20.8% | -2.6% | 147.7x | 49.09—111.39 | 偏贵 | +61.6% | 137.4x / +7.5% | 中高 |
| 7 | 688498.SH | 源杰科技 | 光芯片 | 1,466.00 | 1,825.18 | +351.4% | +1033.7% | 286.8x | 287.38—652.13 | 明显偏贵 | +124.8% | 样本不足 | 中高 |
| 8 | 688313.SH | 仕佳光子 | 光引擎与光器件 | 141.62 | 640.10 | +50.7% | +44.4% | 137.4x | 21.36—50.48 | 明显偏贵 | +180.5% | 147.7x / -7.0% | 中高 |
| 9 | 301205.SZ | 联特科技 | 高速光模块 | 285.00 | 370.74 | +38.1% | -90.1% | 573.1x | 25.69—64.04 | 明显偏贵 | +345.1% | 84.4x / +579.4% | 中 |
| 10 | 300620.SZ | 光库科技 | 光引擎与光器件 | 279.00 | 695.21 | +72.9% | +216.3% | 302.5x | 21.95—48.42 | 明显偏贵 | +476.2% | 137.4x / +120.2% | 中低 |

## AI服务器PCB/载板

| 排序 | 代码 | 公司 | 产品同行组 | 收盘价 | 市值(亿元) | H1收入同比 | H1扣非同比 | TTM扣非PE | 基准区间 | 标签 | 估值位置 | 同行中位PE/溢折价 | 置信度 |
|---:|---|---|---|---:|---:|---:|---:|---:|---|---|---:|---|---|
| 1 | 300476.SZ | 胜宏科技 | PCB制造 | 219.50 | 2,157.21 | +28.8% | +12.5% | 47.2x | 197.63—448.48 | 基本合理 | -32.1% | 55.3x / -14.6% | 中 |
| 2 | 002916.SZ | 深南电路 | PCB制造 | 331.80 | 2,260.11 | +46.3% | +76.9% | 55.3x | 202.66—459.89 | 基本合理 | +0.2% | 47.2x / +17.2% | 中高 |
| 3 | 002938.SZ | 鹏鼎控股 | PCB制造 | 83.29 | 1,930.28 | +5.1% | -22.3% | 58.9x | 48.89—110.94 | 基本合理 | +4.2% | 47.2x / +24.8% | 中高 |
| 4 | 002463.SZ | 沪电股份 | PCB制造 | 111.50 | 2,145.67 | +61.2% | +70.0% | 43.7x | 65.08—143.56 | 基本合理 | +6.9% | 55.3x / -21.0% | 中低 |
| 5 | 600183.SH | 生益科技 | 覆铜板与材料 | 137.50 | 3,339.88 | +50.0% | +111.0% | 71.0x | 69.58—157.90 | 基本合理 | +20.9% | 146.5x / -51.5% | 中高 |
| 6 | 688630.SH | 芯碁微装 | PCB设备 | 370.80 | 543.24 | +69.0% | +104.0% | 130.0x | 109.04—247.43 | 偏贵 | +49.9% | 样本不足 | 中高 |
| 7 | 301200.SZ | 大族数控 | PCB设备 | 254.40 | 1,244.04 | +109.3% | +281.4% | 81.6x | 53.08—125.48 | 明显偏贵 | +102.7% | 样本不足 | 中高 |
| 8 | 688519.SH | 南亚新材 | 覆铜板与材料 | 267.14 | 628.26 | +83.2% | +457.8% | 106.5x | 46.77—126.50 | 明显偏贵 | +111.2% | 146.5x / -27.3% | 中低 |
| 9 | 688300.SH | 联瑞新材 | 覆铜板与材料 | 163.68 | 395.24 | +21.2% | +4.4% | 146.5x | 22.56—53.09 | 明显偏贵 | +208.3% | 106.5x / +37.6% | 中高 |
| 10 | 301217.SZ | 铜冠铜箔 | 覆铜板与材料 | 100.87 | 836.23 | +34.2% | +754.2% | 364.0x | 3.53—8.66 | 明显偏贵 | +1064.9% | 106.5x / +241.8% | 中低 |

## MLCC/高端被动元件

| 排序 | 代码 | 公司 | 产品同行组 | 收盘价 | 市值(亿元) | H1收入同比 | H1扣非同比 | TTM扣非PE | 基准区间 | 标签 | 估值位置 | 同行中位PE/溢折价 | 置信度 |
|---:|---|---|---|---:|---:|---:|---:|---:|---|---|---:|---|---|
| 1 | 603267.SH | 鸿远电子 | MLCC与陶瓷电容 | 47.50 | 109.76 | -9.3% | -40.1% | 76.5x | 47.53—114.25 | 偏低 | -0.1% | 72.3x / +5.8% | 中 |
| 2 | 603678.SH | 火炬电子 | MLCC与陶瓷电容 | 43.59 | 207.30 | +75.4% | -47.0% | 116.2x | 27.42—62.23 | 基本合理 | -2.8% | 72.3x / +60.7% | 中 |
| 3 | 300726.SZ | 宏达电子 | MLCC与陶瓷电容 | 48.80 | 200.98 | +6.3% | +13.7% | 57.1x | 23.26—51.30 | 基本合理 | +30.9% | 76.5x / -25.4% | 中低 |
| 4 | 002138.SZ | 顺络电子 | 电感与磁性元件 | 44.49 | 358.73 | +19.7% | -6.2% | 37.8x | 19.52—46.14 | 基本合理 | +35.5% | 样本不足 | 中高 |
| 5 | 301566.SZ | 达利凯普 | MLCC与陶瓷电容 | 23.66 | 94.64 | +25.5% | +23.7% | 57.8x | 10.62—24.00 | 基本合理 | +36.7% | 76.5x / -24.4% | 中低 |
| 6 | 002859.SZ | 洁美科技 | 载带与离型膜 | 61.44 | 278.72 | +21.4% | +6.5% | 126.0x | 18.78—42.61 | 偏贵 | +44.2% | 样本不足 | 中 |
| 7 | 300408.SZ | 三环集团 | MLCC与陶瓷电容 | 108.40 | 2,164.44 | +54.8% | +69.7% | 72.3x | 27.84—65.80 | 偏贵 | +64.7% | 76.5x / -5.5% | 中高 |
| 8 | 605376.SH | 博迁新材 | 电子陶瓷材料 | 133.24 | 348.56 | +71.6% | +31.1% | 146.4x | 28.55—67.19 | 明显偏贵 | +98.3% | 样本不足 | 中高 |
| 9 | 000636.SZ | 风华高科 | MLCC与陶瓷电容 | 48.41 | 555.50 | +26.3% | +68.8% | 140.6x | 8.50—20.09 | 明显偏贵 | +141.0% | 72.3x / +94.5% | 中 |
| 10 | 300285.SZ | 国瓷材料 | 电子陶瓷材料 | 60.39 | 602.12 | +16.6% | +12.5% | 93.3x | 8.78—21.45 | 明显偏贵 | +181.6% | 样本不足 | 中高 |

## 关键结论

- CPO/高速光互联：新易盛和中际旭创均处于基准区间偏下部，本组没有“偏低”标的。光库科技、联特科技、仕佳光子和源杰科技已经明显超出基准区间，估值对远期CPO/光芯片兑现高度敏感。
- AI服务器PCB/载板：沪电股份、深南电路、鹏鼎控股和胜宏科技位于基准区间；南亚新材虽H1高增，但现金流与周期中枢约束下仍明显偏贵；铜冠铜箔估值最高。
- MLCC/高端被动元件：鸿远电子低于基准下沿，火炬电子、宏达电子、顺络电子和达利凯普处于基准区间；国瓷材料、联瑞新材、风华高科等高估值标的需要更强利润兑现。

## 共同缺口

- 目标分部毛利率普遍没有统一、同口径、可比的中报披露。本表不以集团毛利率或行业均值替代。
- 当前结构化快照未提取集团毛利率；因此保留为明确缺口，不影响收入、扣非利润、现金流和估值区间计算。
- 南亚新材、达利凯普缺少可用的中报后机构一致预期，基准区间主要依赖TTM扣非、周期/细分质量与同行估值，置信度相应下调。

完整逐公司字段见同目录CSV。

 ana-data/result/股票估值/周度增量复评/evidence.json

Diff too large

 ana-data/result/股票估值/周度增量复评/latest.csv

@@ -1,1230 +1,1228 @@
ticker,company,valuation_id,valuation_date,prior_valuation_id,review_through,review_status,disposition,base_low,base_high,optimistic_high,prior_base_low,prior_base_high,prior_optimistic_high,base_midpoint_delta_pct,announcement_source,announcement_count,relevant_candidate_count,candidate_titles,candidate_urls,baseline_consensus_year,baseline_consensus_count,current_consensus_count,baseline_consensus_eps,current_consensus_eps,consensus_eps_delta_pct,review_reason,preview_trade_date,preview_close,preview_valuation_id,preview_label
000012.SZ,南玻A,VAL-8acd8afcddd11eb030be5b99,2026-08-26,VAL-f93c8dbcb4b12f4598584931,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.820213,5.942553,9.338297,3.855651,5.997679,9.424923,-0.009191207439515403,SZSE,7,2,2026-08-28 南  玻Ａ：2026年半年度报告；2026-08-28 南  玻Ａ：关于计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/674a0c49-f1fc-43db-8f6a-b598db393c08.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/f6cbf213-a704-42ba-bcc1-f2653415d20f.PDF,,0,2,,0.115,,2条相关标题需正文核验,2026-08-28,3.79,VAL-8acd8afcddd11eb030be5b99,偏低
000017.SZ,深中华A,VAL-cc01715ae2b12159671db508,2026-08-26,VAL-7674e07899adaa47b76b4cc3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.512789,1.218165,2.401525,0.473344,1.160157,2.241423,0.05965897786410901,SZSE,2,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.45,VAL-cc01715ae2b12159671db508,明显偏贵
000020.SZ,深华发A,VAL-100dacbd76d6e059e3003642,2026-08-26,VAL-860fbe6d8958870d6c2c97f6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.345527,3.091743,6.143912,1.261431,2.968073,5.802583,0.049123017734467034,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.08,VAL-100dacbd76d6e059e3003642,明显偏贵
000021.SZ,深科技,VAL-904b8da5dd0ec20e562fdd5c,2026-08-26,VAL-606eeecf9fa8edb5338a8fa0,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.240271,25.713039,48.156849,13.1625,31.395,59.6505,-0.17066015822252134,SZSE,10,1,2026-08-26 深科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/ff2464a5-4a0f-48e4-9c6e-184b4ed6623e.PDF,,0,2,,0.975,,1条相关标题需正文核验,2026-08-28,37.17,VAL-904b8da5dd0ec20e562fdd5c,偏贵
000029.SZ,深深房A,VAL-542fc3915c0dd79f91693bb7,2026-08-26,VAL-ab6ec9e803f6c2905b717f99,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.649945,4.239912,6.359867,1.99896,4.703435,9.195215,0.027969404966433853,SZSE,10,1,2026-08-26 深深房Ａ：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/c67b7119-0959-47db-ace9-66f0bcb3ef49.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,23.73,VAL-542fc3915c0dd79f91693bb7,明显偏贵
000039.SZ,中集集团,VAL-618269b7aadae66431f62ddf,2026-08-26,VAL-5ed81d53f1bcb2cbd330789a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.470454,14.117424,22.587878,12.133929,26.0475,50.0112,-0.40840668902151356,SZSE,0,0,,,2026,3,7,0.6727837339459589,0.647142857143,-0.038111618205410536,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.62,VAL-618269b7aadae66431f62ddf,基本合理
000049.SZ,德赛电池,VAL-495d26cf90f5c14986f088a6,2026-08-26,VAL-ce23dafa854f9be49df8bae2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.506255,22.582733,44.520245,12.71203,28.447637,56.082484,-0.22037785193937542,SZSE,0,0,,,,0,1,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,23.53,VAL-495d26cf90f5c14986f088a6,偏贵
000059.SZ,华锦股份,VAL-8ebb1694fe1a3cd20fad482e,2026-08-26,VAL-68a56efe1e361e2bc3f62b07,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.675585,9.459309,15.134894,2.4453,6.0534,12.066444,0.7808481297139562,SZSE,0,0,,,2026,1,2,0.36700286907525204,0.33,-0.1008244681260646,机构EPS变化-10.1%,2026-08-28,5.57,VAL-8ebb1694fe1a3cd20fad482e,偏低
000063.SZ,中兴通讯,VAL-2a5c6d3d0b838dff20783b30,2026-08-26,VAL-09a498e32149210591a3dd85,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.914797,39.805191,78.473091,18.0315,43.008467,86.016933,-0.0707729576590368,SZSE,0,0,,,2026,2,9,1.204757597914013,1.287,0.06826468845549183,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.63,VAL-2a5c6d3d0b838dff20783b30,基本合理
000065.SZ,北方国际,VAL-59d8c3b4edd7a0f4332ab473,2026-08-26,VAL-56413e0c7012933e85691343,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.829707,23.354585,43.739802,10.875,25.938889,49.283889,-0.09859314238710293,SZSE,0,0,,,2026,1,9,0.6672738663690957,0.773333333333,0.15894443392638213,机构EPS变化+15.9%,2026-08-28,10.23,VAL-59d8c3b4edd7a0f4332ab473,基本合理
000066.SZ,中国长城,VAL-5812313ba180548c325fce55,2026-08-26,VAL-7d252f7e36d354917b7c3137,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.050038,5.083396,8.133434,1.097143,2.523429,4.784,1.2464500084517032,SZSE,0,0,,,2026,5,8,0.04495010260849823,0.045714285714,0.017000697688224875,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.26,VAL-5812313ba180548c325fce55,明显偏贵
000099.SZ,中信海直,VAL-ed40118cf0ee8916b9858697,2026-08-26,VAL-1626937431b26a56d6ebd915,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.04417,11.538952,21.610808,6.435,15.348667,29.162467,-0.23873597590341433,SZSE,0,0,,,,0,4,,0.395,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.77,VAL-ed40118cf0ee8916b9858697,偏贵
000157.SZ,中联重科,VAL-7ed1abdcc1873ef867074fe5,2026-08-26,VAL-9cb598fb195d98b2214fbfd8,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.70304,22.833934,42.764696,9.3275,22.247815,42.270848,0.030456038205794567,SZSE,7,1,2026-08-28 中联重科：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d7aa660d-85c9-4174-8683-2fc2700b48b5.PDF,2026,7,28,0.69109968762345,0.683259259259,-0.011344858787900147,1条相关标题需正文核验,2026-08-28,6.82,VAL-7ed1abdcc1873ef867074fe5,偏低
000158.SZ,常山北明,VAL-e9afa376f8fd99b0b9b8cc88,2026-08-26,VAL-cbe3435473825b780b0acf97,2026-08-28,沿用,本周已复核、合理价值不变,2.984975,4.974959,7.959934,2.984975,4.974959,7.959934,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.61,VAL-e9afa376f8fd99b0b9b8cc88,明显偏贵
000338.SZ,潍柴动力,VAL-bf32859c30dbf9de98f139c2,2026-08-26,VAL-7b2a9395f75a327dc4b543ad,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,20.690239,48.907216,97.188419,29.59203,68.12435,134.30229,-0.28776060881502175,SZSE,16,7,2026-08-28 潍柴动力：潍柴动力股份有限公司关于调整公司2023年A股限制性股票激励计划回购价格的公告；2026-08-28 潍柴动力：潍柴动力股份有限公司关于回购注销部分A股限制性股票减少注册资本通知债权人的公告；2026-08-28 潍柴动力：潍柴动力股份有限公司关于回购注销部分A股限制性股票的公告；2026-08-28 潍柴动力：北京市通商律师事务所关于潍柴动力股份有限公司2023年A股限制性股票激励计划调整回购价格及回购注销部分A股限制性股票事项之法律意见书；2026-08-28 潍柴动力：2026年半年度报告；2026-08-28 潍柴动力：潍柴动力股份有限公司关于2026年中期利润分配方案的公告；2026-08-28 潍柴动力：潍柴动力股份有限公司董事会薪酬委员会关于公司2023年A股限制性股票激励计划相关事项的核查意见,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/7ffec03a-b79b-4d2c-abbe-24be30fccdf0.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/2ca3fe09-9698-4451-b34a-ba09bfca5009.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/3a648db2-a1dc-44dd-8c01-3e7651955240.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/cad8f122-f023-4e60-8979-df765e89abf4.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/58858f6f-d5da-4f6a-bbfb-032b2e308d7f.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/f8271885-a70e-4c9e-ae32-48ac4bd78a41.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/97a10174-1955-4f44-a40c-76593fe9cfa1.PDF,2026,8,20,1.6578717187881735,1.662,0.0024901089541740085,7条相关标题需正文核验,2026-08-28,27.64,VAL-bf32859c30dbf9de98f139c2,基本合理
000400.SZ,许继电气,VAL-fc07204a22e9bc260e18e5db,2026-08-26,VAL-9cb37b3343f8b320fdf98ca3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,25.814633,58.579361,115.485025,18.50472,41.99148,81.556786,0.39502967128513844,SZSE,0,0,,,2026,6,17,1.1819887118919588,1.285625,0.08767959208523668,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.85,VAL-fc07204a22e9bc260e18e5db,偏低
000408.SZ,藏格矿业,VAL-2c27b68249ab9ff7aabb8ccb,2026-08-26,VAL-33a23c184a20032212855202,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.856545,16.427575,26.28412,39.714,96.128246,198.98547,-0.8065099718683979,SZSE,3,0,,,2026,10,14,5.3068802537051765,5.185714285714,-0.02283186395746928,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,79.0,VAL-2c27b68249ab9ff7aabb8ccb,明显偏贵
000420.SZ,吉林化纤,VAL-26d1d49d3933947ebecceb49,2026-08-26,VAL-89edc60214d3e321e748e6de,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.625297,2.708828,4.334124,0.9867,2.2715,4.4781,0.33022067399177457,SZSE,7,1,2026-08-27 吉林化纤：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/9f6de0a5-3df1-40d3-8ed2-68f91834c82c.PDF,2026,2,3,0.06568062111164445,0.055,-0.16261449619195056,1条相关标题需正文核验；机构EPS变化-16.3%,2026-08-28,3.78,VAL-26d1d49d3933947ebecceb49,偏贵
000422.SZ,湖北宜化,VAL-ed0175995d31ce1776cafa3d,2026-08-26,VAL-872873e26baf045e88dc89e7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.646405,16.453339,32.796989,6.962057,17.234743,34.354587,-0.04533888778681483,SZSE,0,0,,,2026,7,8,0.7746393109370326,0.81125,0.04726159458481627,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.13,VAL-ed0175995d31ce1776cafa3d,基本合理
000425.SZ,徐工机械,VAL-01500df7449d915af5c0bdc9,2026-08-26,VAL-90666c1ab2a07cc9581361ae,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.654683,22.720137,42.551571,9.617786,22.9402,43.58638,-0.005625839386994014,SZSE,0,0,,,2026,10,21,0.6876554796359469,0.710666666667,0.03346324971224757,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.95,VAL-01500df7449d915af5c0bdc9,偏低
000426.SZ,兴业银锡,VAL-9961cae160e8ba5bad83298a,2026-08-26,VAL-e4f8e8186bbe1cf646c97520,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.658426,52.087485,100.633021,19.568571,50.008571,98.0168,0.04554324752229677,SZSE,0,0,,,2026,5,8,2.2070968239280297,2.1725,-0.01567526333822411,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,41.58,VAL-9961cae160e8ba5bad83298a,基本合理
000505.SZ,京粮控股,VAL-7c399fce8b6ae6e95017a51b,2026-08-26,VAL-d6f99fc05efba68fd867430e,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.554484,5.92414,9.478624,3.554484,5.92414,9.478624,0.0,SZSE,13,1,2026-08-27 京粮控股：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/365abae3-3da4-45c8-ae8a-26c052985a83.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,7.34,VAL-7c399fce8b6ae6e95017a51b,偏贵
000506.SZ,招金黄金,VAL-f8f2a6cc12647b1044a81010,2026-08-26,VAL-5b2c71b8ebc96eacecb61c6f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.609111,5.995199,11.91366,3.3696,9.0,17.388,-0.3043986871038675,SZSE,0,0,,,,0,1,,0.36,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.43,VAL-f8f2a6cc12647b1044a81010,明显偏贵
000507.SZ,珠海港,VAL-cfd7dd3ec7d5d14693cfa81b,2026-08-26,VAL-44f223a9d7e24c33b1ff7146,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.844428,6.951177,13.703749,2.790177,6.75255,13.31217,0.026499553010371324,SZSE,0,0,,,2026,4,4,0.2805156153176074,0.2725,-0.028574577955426395,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.1,VAL-cfd7dd3ec7d5d14693cfa81b,基本合理
000510.SZ,新金路,VAL-263c6250c520165807cfcaab,2026-08-26,VAL-3305a45f29b0dbfbb139f68d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.431185,2.385308,3.816493,1.431185,2.385308,3.816493,0.0,SZSE,7,1,2026-08-28 新金路：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/336b3853-db2f-4a2f-93e0-e2c142137298.PDF,2026,1,5,0.021586829686477713,-0.045,-3.0846043932142857,1条相关标题需正文核验；机构EPS变化-308.5%,2026-08-28,17.73,VAL-263c6250c520165807cfcaab,明显偏贵
000519.SZ,中兵红箭,VAL-62436ca1205432dbddca40b6,2026-08-26,VAL-8ee59b0c3b7b5b88f6bf0199,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.723588,3.548564,6.715911,6.28125,13.48375,25.8888,-0.7332581836579812,SZSE,0,0,,,,0,5,,0.335,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.43,VAL-62436ca1205432dbddca40b6,明显偏贵
000523.SZ,红棉股份,VAL-c81631a5236852e9e7e05e6f,2026-08-26,VAL-fe456d3aa6d43a69e743ce3e,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.552636,1.269844,2.523434,0.414477,1.015875,1.962671,0.2741479020548787,SZSE,5,1,2026-08-27 红棉股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/feea17a8-44a4-4d4a-81ab-e8bb2a580ac2.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,3.54,VAL-c81631a5236852e9e7e05e6f,明显偏贵
000546.SZ,金圆股份,VAL-c3dbb0313317770ebe85a28b,2026-08-26,VAL-0a85b53a2025eebea96fc14e,2026-08-28,沿用,本周已复核、合理价值不变,4.237581,7.062635,11.300217,4.237581,7.062635,11.300217,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.86,VAL-c3dbb0313317770ebe85a28b,基本合理
000547.SZ,航天发展,VAL-fb51ef28515ea8e4cef9a48d,2026-08-26,VAL-a30465199aae94a5599075f1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.289039,4.120269,6.867116,2.360035,4.248062,7.080104,-0.030082639525418564,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.16,VAL-fb51ef28515ea8e4cef9a48d,明显偏贵
000552.SZ,甘肃能化,VAL-d176864adeb1d97f526f797b,2026-08-26,VAL-3b7b067fa30fdccf666cbd6b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.842875,4.738125,7.581,0.988,2.391467,4.950336,1.2432531520503085,SZSE,1,0,,,2026,2,3,0.10641258421386343,0.1,-0.06026152133450391,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,2.73,VAL-d176864adeb1d97f526f797b,偏低
000560.SZ,我爱我家,VAL-2c43be0666171b2733c4ca44,2026-08-26,VAL-07f4fd44a9d9f1c6bff9ae25,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.546293,5.910488,9.456781,0.468,1.1328,2.214624,4.907534357821089,SZSE,6,2,2026-08-28 我爱我家：关于2026年半年度计提信用减值准备和资产减值准备的公告；2026-08-28 我爱我家：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/79ec5ab8-6637-43c0-aa50-f54f845c8475.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/53a4d65c-8381-463e-a403-531f264964d9.PDF,,0,3,,0.056666666667,,2条相关标题需正文核验,2026-08-28,2.64,VAL-2c43be0666171b2733c4ca44,偏低
000561.SZ,烽火电子,VAL-12b56b9f6a6a6c3479620393,2026-08-26,VAL-61333b1ac6d3796dafa40831,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.3632,6.05376,10.089601,3.3632,6.05376,10.089601,0.0,SZSE,6,2,2026-08-28 烽火电子：2026年半年度报告；2026-08-28 烽火电子：关于计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/083e5882-afef-4fd9-879e-0a7e39500c34.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/8066df5c-ad7f-47e6-a5b8-67528dfa2275.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,7.79,VAL-12b56b9f6a6a6c3479620393,偏贵
000591.SZ,太阳能,VAL-96fb1721d47b3cbf3f800930,2026-08-26,VAL-3a54f3615433b6d115c54bc5,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.937267,4.602106,9.072723,2.8392,7.35,14.49,-0.3582054528324107,SZSE,19,3,2026-08-28 太阳能：关于使用可转债闲置募集资金暂时补充流动资金的公告；2026-08-28 太阳能：2026年半年度报告；2026-08-28 太阳能：华泰联合证券有限责任公司关于中节能太阳能股份有限公司继续使用向不特定对象发行可转换公司债券的部分闲置募集资金临时补充流动资金的核查意见,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/074cc136-eabc-49a7-a3a1-4c6167a72e41.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/bd6c4caf-fa4c-4572-b6d1-b7d2c845481d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b2a38d55-8ca6-46f9-9567-597ed050658a.PDF,,0,1,,0.28,,3条相关标题需正文核验,2026-08-28,4.33,VAL-96fb1721d47b3cbf3f800930,基本合理
000595.SZ,新能股份,VAL-aae9150b2acbee4f8fe17622,2026-08-26,VAL-9a4f28b9d4b00f571695eca4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.405114,0.675189,1.080303,1.35,3.5,6.65,-0.7772571134020618,SZSE,0,0,,,,0,1,,0.1,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.73,VAL-aae9150b2acbee4f8fe17622,明显偏贵
000603.SZ,盛达资源,VAL-75e86fe63ed44f26cd135d13,2026-08-26,VAL-c755f8d19e2f06b026aec017,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.764749,49.08334,97.538413,16.86048,42.511467,82.132154,0.17644935915610094,SZSE,0,0,,,2026,3,6,1.6638420339329103,1.801333333333,0.08263482746321427,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,38.59,VAL-75e86fe63ed44f26cd135d13,基本合理
000636.SZ,风华高科,VAL-1f148f4a0f7a26d0209e7387,2026-08-26,VAL-c15c4b33789c74f0765a8d2c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.534296,17.809434,35.390907,13.455,30.5325,60.86145,-0.4238424552429667,SZSE,9,2,2026-08-28 风华高科：关于2026年半年度计提资产减值准备的公告；2026-08-28 风华高科：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1d77df43-6ebf-49ab-9445-90b9db4aa765.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/4bb70bdc-d93e-4ecd-94ad-2a61fffb1695.PDF,2026,2,5,0.6037096148593588,0.5775,-0.04341427437007883,2条相关标题需正文核验,2026-08-28,55.45,VAL-1f148f4a0f7a26d0209e7387,明显偏贵
000657.SZ,中钨高新,VAL-f443477fe904c0c00cd338a3,2026-08-26,VAL-234ef5340302711856b6b9be,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,28.11363,70.396709,139.892339,19.17162,48.3387,93.390368,0.4591893357934016,SZSE,0,0,,,2026,1,11,2.252694675740993,2.138090909091,-0.050874078890560614,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,66.76,VAL-f443477fe904c0c00cd338a3,基本合理
000665.SZ,湖北广电,VAL-937ec7307dcd6c87a025be79,2026-08-26,VAL-867cfa9cb378ce4527587a0d,2026-08-28,沿用,本周已复核、合理价值不变,2.418864,4.03144,6.450303,2.418864,4.03144,6.450303,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,3.94,VAL-937ec7307dcd6c87a025be79,基本合理
000668.SZ,荣丰控股,VAL-f409bfa816dcda9d480a2409,2026-08-26,VAL-c760ac36eadedadbfc1d7682,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.75808,6.012928,9.019392,2.040637,4.801499,9.386931,0.42806398469717655,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.7,VAL-f409bfa816dcda9d480a2409,明显偏贵
000672.SZ,上峰材料,VAL-a4392e414de1d1d64077acfd,2026-08-26,VAL-180d09f36919b2e7828b5aa5,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,23.838631,58.256535,114.848598,11.213713,27.403927,54.024884,1.1258462712894937,SZSE,0,0,,,2026,2,10,2.3509497594609092,1.6493,-0.298453744763054,机构EPS变化-29.8%,2026-08-28,14.39,VAL-a4392e414de1d1d64077acfd,偏低
000682.SZ,东方电子,VAL-edc7ba2cb1aceee5d7cd31ef,2026-08-26,VAL-9cc0ef639c10fba69d0d5ec4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.807032,24.52365,47.630378,10.83888,24.59592,47.770742,-0.0029382979443935975,SZSE,0,0,,,2026,3,5,0.7697316415734736,0.772,0.002946947096899244,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.53,VAL-edc7ba2cb1aceee5d7cd31ef,基本合理
000683.SZ,博源化工,VAL-e0cb6de39b025cf16aa75e79,2026-08-26,VAL-972ad7c27abf64ef7a06fb6a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.050119,10.026169,19.985496,4.173557,10.331743,20.594607,-0.02957622386300185,SZSE,0,0,,,2026,4,14,0.472041837698989,0.486428571429,0.030477666556296024,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.36,VAL-e0cb6de39b025cf16aa75e79,基本合理
000697.SZ,炼石航空,VAL-760fe19e54501f92b4580bd3,2026-08-26,VAL-9f4befa92bcfd64e8cfd7352,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.330121,4.194217,6.990362,2.413885,4.344993,7.241655,-0.03470102582114942,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.55,VAL-760fe19e54501f92b4580bd3,明显偏贵
000700.SZ,模塑科技,VAL-bbc3be99bc2ce2741f39e3ee,2026-08-26,VAL-14ff20a8d8bd0e6bb5559e89,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.284846,18.952263,35.494881,8.775,20.93,39.767,-0.08307998653425352,SZSE,7,3,2026-08-28 模塑科技：江南模塑科技股份有限公司关于收到全资子公司现金分红款的公告；2026-08-26 模塑科技：2026年半年度报告；2026-08-26 模塑科技：【2026-032】2026年半年度利润分配预案的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/ebf15cb5-175d-4b6d-a394-6c6950b472a1.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/293a9505-4064-41e4-be4b-eb3e9cd2ba79.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/805fa1d4-ef27-4f6d-b182-da7af2cd3ba5.PDF,,0,7,,0.657142857143,,3条相关标题需正文核验,2026-08-28,11.21,VAL-bbc3be99bc2ce2741f39e3ee,基本合理
000707.SZ,双环科技,VAL-dc60bdd6f32c3a3d90bbe8ca,2026-08-26,VAL-5ce183e400e4a99143c8034c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.175464,6.959106,11.13457,4.256302,7.093836,11.350138,-0.018992544407830048,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.73,VAL-dc60bdd6f32c3a3d90bbe8ca,基本合理
000708.SZ,中信特钢,VAL-902e244899211e696783db97,2026-08-26,VAL-87c95291751237dbdaec06c9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.200692,36.808091,73.145038,23.1426,53.277,105.0318,-0.3063457149736456,SZSE,1,0,,,2026,4,8,1.247731890652391,1.261428571429,0.01097726272704902,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.96,VAL-902e244899211e696783db97,偏低
000723.SZ,美锦能源,VAL-4e92b42a49e73117a11b2779,2026-08-26,VAL-4d05e077bb689884f15930d4,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.606098,4.343496,6.949594,2.606093,4.343488,6.94958,1.870616372245948e-06,SZSE,15,1,2026-08-27 美锦能源：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/f3444bc0-2f0a-4027-89c8-7b5c674a208a.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,3.95,VAL-4e92b42a49e73117a11b2779,基本合理
000731.SZ,四川美丰,VAL-f57719dcc116f618cfa8a03c,2026-08-26,VAL-ad66a28dbd8b63b6bdff9378,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.231803,10.386339,16.618142,6.261271,10.435451,16.696722,-0.004706313011620056,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.53,VAL-f57719dcc116f618cfa8a03c,基本合理
000733.SZ,振华科技,VAL-aa191139d3393e7849e4d82d,2026-08-26,VAL-6668ebbc2d62a80ce91217f4,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,33.61223,69.20165,130.969066,37.875,81.305,156.1056,-0.13732270515187117,SZSE,12,1,2026-08-26 振华科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/3f71402f-e165-4b2a-9ae0-b8042b989de4.PDF,,0,3,,1.833333333333,,1条相关标题需正文核验,2026-08-28,40.96,VAL-aa191139d3393e7849e4d82d,基本合理
000735.SZ,罗牛山,VAL-4ea953085c6b19093e296f32,2026-08-26,VAL-f3c988c9053368a1a6fb7205,2026-08-28,沿用,本周已复核、合理价值不变,3.113422,5.189037,8.30246,3.113422,5.189037,8.30246,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.86,VAL-4ea953085c6b19093e296f32,偏贵
000738.SZ,航发控制,VAL-74c216006a1014ffbc09bf49,2026-08-26,VAL-a5a28487cf8360e005dcc355,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.826941,12.341163,23.356532,6.070312,13.030937,25.0194,-0.04885256456266285,SZSE,0,0,,,2026,2,9,0.2988175036353716,0.322222222222,0.07832445657262332,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.68,VAL-74c216006a1014ffbc09bf49,偏贵
000739.SZ,普洛药业,VAL-1f08b0bcebdba8b11bbe924a,2026-08-26,VAL-ce88016b99b90982304396a8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.291583,37.50515,73.938724,12.784659,32.234824,62.277679,0.19496558856528856,SZSE,0,0,,,2026,7,16,0.9081150103421178,0.908823529412,0.0007802085218426846,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.33,VAL-1f08b0bcebdba8b11bbe924a,基本合理
000768.SZ,中航西飞,VAL-3f2ced826d0e98610a0e13cd,2026-08-26,VAL-f97fe9342205da690e5cc2f5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.855351,22.364066,44.089158,5.211818,12.615273,24.662858,0.8073289130570995,SZSE,0,0,,,2026,2,14,0.4512523305874962,0.445,-0.013855508689243012,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.72,VAL-3f2ced826d0e98610a0e13cd,基本合理
000777.SZ,中核科技,VAL-493c6146d076cee728b93b19,2026-08-26,VAL-f601d53a144f590b42c9df0b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.521231,12.630266,23.654685,6.075,15.75,29.925,-0.16831628865979387,SZSE,13,2,2026-08-26 中核科技：关于2026年半年度税后利润分配预案的公告；2026-08-26 中核科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/1a45e89c-c5ad-4f7e-a496-9b4bce271a73.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/913f8b71-c121-426c-b0a5-6082e5212e7c.PDF,,0,1,,0.4,,2条相关标题需正文核验,2026-08-28,17.23,VAL-493c6146d076cee728b93b19,偏贵
000792.SZ,盐湖股份,VAL-fd0bb870cb70f5e67e8f6cd2,2026-08-26,VAL-4c1fcbb2aa548f8f81f54292,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,22.860822,47.626712,81.189537,21.54369,38.551867,59.528618,0.1729242146802965,SZSE,11,1,2026-08-26 盐湖股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/9b8ea405-3d2c-482e-8ce6-efffb9530e42.PDF,,0,18,,2.203333333333,,1条相关标题需正文核验,2026-08-28,28.38,VAL-fd0bb870cb70f5e67e8f6cd2,基本合理
000795.SZ,英洛华,VAL-837d156401242965055349c7,2026-08-26,VAL-0e21700b4e9acd8773229ea3,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.333689,5.338503,9.998254,2.414667,5.523747,10.49512,-0.033535917879818244,SZSE,10,3,2026-08-26 英洛华：2026年半年度报告；2026-08-26 英洛华：关于2026年半年度利润分配方案的公告；2026-08-26 英洛华：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/552c05d9-72af-46ef-91f8-c881bf932fd7.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/4ea0aa8c-8b8a-4573-8b31-b2180976d513.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b08df6f1-dc8f-433e-9700-af8061489ae1.PDF,,0,0,,,,3条相关标题需正文核验,2026-08-28,8.76,VAL-837d156401242965055349c7,偏贵
000800.SZ,一汽解放,VAL-bc0299051d870147963dcb7e,2026-08-26,VAL-7c7156816ce64fa1ebeeed50,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.843651,8.072752,12.916403,3.5775,8.533,16.2127,0.0665458073572518,SZSE,0,0,,,,0,2,,0.265,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.22,VAL-bc0299051d870147963dcb7e,基本合理
000801.SZ,四川九洲,VAL-77400934973a03f5436caac9,2026-08-26,VAL-b30fd2ee94cc0f44619493af,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.671701,5.893458,11.0134,5.52,12.696,24.0695,-0.529800230566535,SZSE,0,0,,,,0,2,,0.23,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.78,VAL-77400934973a03f5436caac9,明显偏贵
000802.SZ,北京文化,VAL-d395cfdae6006bbbedfcb050,2026-08-26,VAL-53131fb119659d857669a535,2026-08-28,沿用,本周已复核、合理价值不变,0.744056,1.240094,1.98415,0.744056,1.240094,1.98415,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,3.97,VAL-d395cfdae6006bbbedfcb050,明显偏贵
000807.SZ,云铝股份,VAL-8578018e10b41b55d9cf6ffa,2026-08-26,VAL-6740f37bee46b5dbdcf2575a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,37.383781,94.258251,182.106941,33.525474,85.676211,167.925373,0.10436385190360364,SZSE,10,2,2026-08-28 云铝股份：2026年半年度报告；2026-08-28 云铝股份：云南铝业股份有限公司关于2026年中期利润分配预案的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/187644ec-77fe-4260-b47c-12d7f4d0c4b7.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/cf6dab9d-1343-4ce3-abe2-1e5b0caf510e.PDF,2026,7,19,3.9939936920880377,3.777157894737,-0.05429047065862469,2条相关标题需正文核验,2026-08-28,27.23,VAL-8578018e10b41b55d9cf6ffa,偏低
000815.SZ,美利云,VAL-a7849c1019d6895c94f6e9d2,2026-08-26,VAL-5fa38fef0dcc7508abb8ee11,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.672452,5.895114,11.621796,2.481562,5.614394,10.847009,0.05825253991004886,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.32,VAL-a7849c1019d6895c94f6e9d2,明显偏贵
000830.SZ,鲁西化工,VAL-0ecefb55eb6cd26489fa7f06,2026-08-26,VAL-4a131e77a0f8ecbc17303868,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.92549,22.095269,44.043235,8.6229,21.3462,42.550092,0.0350914441875132,SZSE,1,0,,,2026,5,10,1.0402668820492071,1.005,-0.0339017637279152,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.94,VAL-0ecefb55eb6cd26489fa7f06,基本合理
000831.SZ,中国稀土,VAL-96ef37955029109bc7ab7d81,2026-08-26,VAL-38e72b11a3a659162c22dc2a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.318478,12.51585,23.440398,5.94,15.4,29.26,-0.16427703842549202,SZSE,0,0,,,2026,3,4,0.37880900689878766,0.4,0.05594110149253728,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,60.18,VAL-96ef37955029109bc7ab7d81,明显偏贵
000837.SZ,秦川机床,VAL-995a187e45b898aec49246af,2026-08-26,VAL-e8d38bb77b9e255497196414,2026-08-28,沿用,本周已复核、合理价值不变,4.332692,7.221154,11.553847,4.332692,7.221154,11.553847,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.12,VAL-995a187e45b898aec49246af,偏贵
000852.SZ,石化机械,VAL-7d849541d3a66eadc8750df7,2026-08-26,VAL-c7d7beb87e8c6df1c75ebfb4,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.943808,4.906347,7.850154,2.944416,4.907361,7.851777,-0.0002065774410047183,SZSE,11,1,2026-08-28 石化机械：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b86a9c5a-8576-4c52-8be5-f2837e2c089c.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,5.49,VAL-7d849541d3a66eadc8750df7,偏贵
000875.SZ,电投绿能,VAL-3601c258993229289a5f7099,2026-08-26,VAL-62a19ba8c2cedc8c75266905,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.62184,1.477221,2.912236,2.106,4.779,9.28188,-0.6951254901960784,SZSE,1,0,,,,0,3,,0.15,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.96,VAL-3601c258993229289a5f7099,明显偏贵
000880.SZ,潍柴重机,VAL-6c7368411e1aa41415e8d6a4,2026-08-26,VAL-36caa19d3f0473505f99bcda,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.343198,19.085747,36.26292,8.343198,19.085747,36.26292,0.0,SZSE,6,2,2026-08-28 潍柴重机：潍柴重机股份有限公司关于2026年中期利润分配方案的公告；2026-08-28 潍柴重机：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/f712536c-eef4-4565-bcf8-da3f854b57a6.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/3901addd-2d88-44c1-af9b-5de3bf3bda92.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,23.64,VAL-6c7368411e1aa41415e8d6a4,偏贵
000887.SZ,中鼎股份,VAL-0ea6cdf85dbd553b5de5aa63,2026-08-26,VAL-68a262306a63cea356f7faee,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,16.461594,38.911621,77.325173,23.322,53.69,105.846,-0.2809793928218979,SZSE,6,1,2026-08-28 中鼎股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/471ee89f-49dc-40e4-985f-0b22016e6136.PDF,2026,4,6,1.3190379977946003,1.28,-0.02959580987042898,1条相关标题需正文核验,2026-08-28,20.95,VAL-0ea6cdf85dbd553b5de5aa63,基本合理
000893.SZ,亚钾国际,VAL-76ce2b9f61b387c25dad86ca,2026-08-26,VAL-01b87d3d80668ea450ef0c97,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,32.570793,73.910646,124.662623,28.569846,64.282153,107.136922,0.14678671592196957,SZSE,4,1,2026-08-28 亚钾国际：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/37dc7bd5-7cb2-4936-9757-4588738a387c.PDF,2026,10,20,3.4797855846485697,3.4275,-0.0150255190662415,1条相关标题需正文核验,2026-08-28,48.8,VAL-76ce2b9f61b387c25dad86ca,基本合理
000901.SZ,航天科技,VAL-4a96b247832e7e75deacea22,2026-08-26,VAL-af5503f59c6515eac8cbebc6,2026-08-28,沿用,本周已复核、合理价值不变,5.32137,9.578465,15.964109,5.32137,9.578465,15.964109,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.8,VAL-4a96b247832e7e75deacea22,偏贵
000902.SZ,新洋丰,VAL-8c70eba02607e44f8e9d8fc4,2026-08-26,VAL-1aeb5f2719645c671f61fa2a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.757879,25.196231,43.463499,13.150197,24.228241,36.661154,-0.01135221327333158,SZSE,0,0,,,2026,6,14,1.3345461537883727,1.345714285714,0.008368486840207412,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.59,VAL-8c70eba02607e44f8e9d8fc4,基本合理
000912.SZ,泸天化,VAL-0e0a0f7a51d8457aff2342f5,2026-08-26,VAL-8d53579c34de7f4e0daa126c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.649516,6.082526,9.732042,3.641188,6.068647,9.709835,0.002287062550496488,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.36,VAL-0e0a0f7a51d8457aff2342f5,基本合理
000931.SZ,中关村,VAL-27cad4c991ea894b29dda8a4,2026-08-26,VAL-16a8aeb839ca811332412c9f,2026-08-28,沿用,本周已复核、合理价值不变,1.900798,3.167996,5.068794,1.900798,3.167996,5.068794,0.0,SZSE,3,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.28,VAL-27cad4c991ea894b29dda8a4,明显偏贵
000936.SZ,华西股份,VAL-01b070407010a64ac50ccbbb,2026-08-26,VAL-c6d887d5be65f511080a6631,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.185931,8.643219,13.82915,5.185931,8.643219,13.82915,0.0,SZSE,13,2,2026-08-28 华西股份：关于计提资产减值准备的公告；2026-08-28 华西股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/5e16414f-0b59-4b90-962d-267adc80a4b7.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/c4d1f4b5-e792-49b2-a62d-21921a22279b.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,5.71,VAL-01b070407010a64ac50ccbbb,基本合理
000938.SZ,紫光股份,VAL-adee1207b5b86122379c9ab6,2026-08-26,VAL-018bc280551e3886535f4fb1,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,19.819628,44.97531,88.665612,20.723774,48.232847,93.185861,-0.060352188660752315,SZSE,11,0,,,2026,10,17,0.907492138102434,1.021882352941,0.126050915523914,机构EPS变化+12.6%,2026-08-28,35.89,VAL-adee1207b5b86122379c9ab6,基本合理
000963.SZ,华东医药,VAL-93b9054a95b31c474337cd03,2026-08-26,VAL-8f47dbb16965862e84ec7bfa,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,47.639018,115.825634,230.879097,46.193451,113.770023,230.068268,0.02188735911049311,SZSE,8,3,2026-08-27 华东医药：2026年半年度利润分配方案公告；2026-08-27 华东医药：2026年半年度报告；2026-08-26 华东医药：关于全资子公司获得药物临床试验批准通知书的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/4261311c-8a62-4c6d-8610-42779ebe5e47.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/a889d50b-2045-4b63-93a0-6bde006b07a5.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/1dfc76ba-1c28-4f42-83af-8a6dc1f863da.PDF,2026,8,11,2.181273710690386,2.161181818182,-0.009211082685275152,3条相关标题需正文核验,2026-08-28,27.66,VAL-93b9054a95b31c474337cd03,偏低
000970.SZ,中科三环,VAL-7dee10e61c700b21d864ed02,2026-08-26,VAL-66c67c22f62754378709a391,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.841272,8.068787,12.910059,2.0925,4.991,9.4829,0.822553681089857,SZSE,0,0,,,2026,2,2,0.1558739678047444,0.155,-0.0056068875197889945,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.18,VAL-7dee10e61c700b21d864ed02,偏贵
000977.SZ,浪潮信息,VAL-91a55449e3fdadf6cd51da6e,2026-08-26,VAL-67f75768d143bc31a7023cc1,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,72.240781,163.931002,326.769131,61.697368,141.903947,286.961316,0.1599717958599629,SZSE,0,0,,,2026,10,20,3.087212850516851,2.742105263158,-0.11178613334065202,机构EPS变化-11.2%,2026-08-28,77.44,VAL-91a55449e3fdadf6cd51da6e,基本合理
000988.SZ,华工科技,VAL-6cf552e9102caa865151d312,2026-08-26,VAL-05b0de3dab7bd3582e37edcb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,52.99021,120.247016,239.692385,52.9425,121.76775,246.24145,-0.00843123972405746,SZSE,6,1,2026-08-27 华工科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/d12053bf-3e50-4290-a753-d82761d844c6.PDF,2026,3,9,2.264538905910673,2.336,0.031556575999999836,1条相关标题需正文核验,2026-08-28,102.93,VAL-6cf552e9102caa865151d312,基本合理
001258.SZ,立新能源,VAL-9012712822e136c1c3068599,2026-08-26,VAL-ba33146d3b20983e284ba204,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.703418,4.04658,7.977544,2.358578,5.202746,10.104888,-0.2395514330559041,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.3,VAL-9012712822e136c1c3068599,明显偏贵
001260.SZ,坤泰股份,VAL-faf33a3a58680772762e253d,2026-08-26,VAL-6046fc461c32c84c4f1fedef,2026-08-28,沿用,本周已复核、合理价值不变,4.590362,10.500828,19.951574,4.590362,10.500828,19.951574,0.0,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.12,VAL-faf33a3a58680772762e253d,偏贵
001267.SZ,汇绿生态,VAL-8db305d78be0ea4d7d00dba2,2026-08-26,VAL-008519aa4dae88ee2518ba03,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.689162,3.726092,7.345724,6.2868,15.5,29.946,-0.7514433510198836,SZSE,1,1,2026-08-27 汇绿生态：关于部分限制性股票回购注销完成的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/55bc4adc-8aa4-4669-afc5-9bd6f9664a94.PDF,,0,1,,0.31,,1条相关标题需正文核验,2026-08-28,39.0,VAL-8db305d78be0ea4d7d00dba2,明显偏贵
001269.SZ,欧晶科技,VAL-76d5133b6960ba2c5c869bff,2026-08-26,VAL-af68294c73a50720ab2c7c74,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.563909,5.543859,8.711778,3.563895,5.543836,8.711743,4.062482741318263e-06,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.5,VAL-76d5133b6960ba2c5c869bff,明显偏贵
001270.SZ,铖昌科技,VAL-b11d5b05f14b0282f7c01768,2026-08-26,VAL-958981ac16798c452794f1aa,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.22237,35.784641,66.872547,19.86,45.678,86.597875,-0.20646020629253248,SZSE,0,0,,,,0,4,,0.8175,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,99.7,VAL-b11d5b05f14b0282f7c01768,明显偏贵
001283.SZ,豪鹏科技,VAL-cd0ba57c16cf6ac951030e82,2026-08-26,VAL-c78baae8ff30e063a01cefd8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,27.210757,66.693031,128.850936,38.671875,98.828125,193.703125,-0.3170633599999999,SZSE,0,0,,,,0,5,,3.4375,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,46.06,VAL-cd0ba57c16cf6ac951030e82,基本合理
001289.SZ,龙源电力,VAL-196c4fe502b6f0f8352f0b16,2026-08-26,VAL-b4a8333c629cdfa6f4ad1318,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.871642,17.862572,34.693085,7.661235,17.249914,33.503167,0.03304002557248564,SZSE,9,2,2026-08-28 龙源电力：龙源电力关于收购河南昆吾100MW风电项目暨关联交易的公告；2026-08-28 龙源电力：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/2b7f3e88-cef9-412e-8a8d-418aa09035f2.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/66abd44a-2ab2-48cc-b8a2-86cc3e7cee16.PDF,2026,2,7,0.5606582618627066,0.532857142857,-0.049586567962704,2条相关标题需正文核验,2026-08-28,15.3,VAL-196c4fe502b6f0f8352f0b16,基本合理
001296.SZ,长江材料,VAL-108c5ec8e9d24dc0a303e49a,2026-08-26,VAL-93c36c95f3eee4c501312ac5,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.825838,29.480366,55.212514,11.471764,26.242598,49.860935,0.09523804220789955,SZSE,0,0,,,2026,1,0,0.8422961779955257,,,当前机构EPS缺失,2026-08-28,19.97,VAL-108c5ec8e9d24dc0a303e49a,基本合理
001306.SZ,夏厦精密,VAL-c3082a56bad290657cdce366,2026-08-26,VAL-c725f5b359bf5b1b5faf9282,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,17.996335,29.993891,47.990226,19.035,49.35,93.765,-0.298234612853696,SZSE,21,6,2026-08-26 夏厦精密：北京大成律师事务所关于浙江夏厦精密制造股份有限公司2025年限制性股票激励计划首次授予限制性股票第一个解除限售期解除限售条件成就及回购注销部分限制性股票相关事项的法律意见书；2026-08-26 夏厦精密：关于公司2026年第二季度计提资产减值准备的公告；2026-08-26 夏厦精密：2026年半年度报告；2026-08-26 夏厦精密：董事会薪酬与考核委员会关于公司2025年限制性股票激励计划首次授予部分第一个解除限售期解除限售条件成就及回购注销部分限制性股票相关事项的核查意见；2026-08-26 夏厦精密：关于2025年限制性股票激励计划首次授予部分第一个解除限售期解除限售条件成就的公告；2026-08-26 夏厦精密：关于回购注销部分限制性股票的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/a24fa054-cb53-4ca2-8629-0e12060a9c1f.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/d924b0d5-72d7-404f-b74e-e6bf7ba0e238.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/28ace47f-ae22-4998-9d34-46ea2193633e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/774b23ee-f6f7-4fe3-b1c3-c0e785278d14.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/ee717b2e-2e71-4342-8336-25f861a8ea61.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/ac36d9a3-6adb-43e8-af9e-9b4aa9ebb4e9.PDF,,0,1,,1.41,,6条相关标题需正文核验,2026-08-28,53.28,VAL-c3082a56bad290657cdce366,明显偏贵
001309.SZ,德明利,VAL-51afdddc63bf89a4d72416b7,2026-08-26,VAL-7bcb1f6ee6ef158f0966a3b6,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,492.043802,1182.797601,2176.347585,398.736,904.824,1831.363776,0.28482110758231305,SZSE,13,2,2026-08-28 德明利：2026年半年度报告；2026-08-28 德明利：关于公司2026年半年度利润分配及资本公积金转增股本预案的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/fb983af6-5c19-44b2-8809-cda8a4d6c8fc.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/5e95f1ee-9611-4677-92cb-0bc0c1a849a1.PDF,2026,1,2,63.08253870126974,51.12,-0.1896331211069182,2条相关标题需正文核验；机构EPS变化-19.0%,2026-08-28,429.03,VAL-51afdddc63bf89a4d72416b7,偏低
001316.SZ,润贝航科,VAL-17ca0bc7ec6a8cedcb3c68ad,2026-08-26,VAL-46b4f1641b03cecb16251e63,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,28.552034,70.233857,131.537982,27.789343,65.1728,123.82832,0.06264644738235003,SZSE,3,1,2026-08-28 润贝航科：润贝航空科技股份有限公司关于收到深圳证券交易所《关于终止对润贝航空科技股份有限公司申请向不特定对象发行可转换公司债券审核的决定》的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/4146c821-7ac9-4152-884b-1acb71c0d878.PDF,2026,1,6,2.006681641781787,1.931666666667,-0.03738259898973284,1条相关标题需正文核验,2026-08-28,26.86,VAL-17ca0bc7ec6a8cedcb3c68ad,偏低
001337.SZ,四川黄金,VAL-97b743eedbadb324f7c62a8c,2026-08-26,VAL-f865206a8785f96e31450088,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.980133,32.89443,68.09147,16.776159,40.474,78.195768,-0.18123261456793505,SZSE,1,0,,,,0,2,,1.715,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,54.98,VAL-97b743eedbadb324f7c62a8c,偏贵
001696.SZ,宗申动力,VAL-f027dcd26ce55bdfcc78ec46,2026-08-26,VAL-c55ee73b464ae9187a1eef20,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.782185,33.165159,62.767433,14.4375,30.9925,59.5056,0.05541149020471048,SZSE,1,1,2026-08-28 宗申动力：关于筹划重大资产置换暨关联交易的进展公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/ed6f07ba-729f-4263-87b1-e7793b880ba6.PDF,2026,1,2,0.7580607799159866,0.77,0.015749687096774156,1条相关标题需正文核验,2026-08-28,15.14,VAL-f027dcd26ce55bdfcc78ec46,基本合理
002008.SZ,大族激光,VAL-f6fe4125f5c01487b4c0a3ea,2026-08-26,VAL-36ffaf05d93a571d84ced2ee,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,56.969508,137.895425,261.65657,48.375,118.68,228.459,0.16647171889497447,SZSE,0,0,,,2026,3,14,2.921513251245959,2.634285714286,-0.09831464458956785,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,87.62,VAL-f6fe4125f5c01487b4c0a3ea,基本合理
002011.SZ,盾安环境,VAL-59eddd9daa7956558be4ba08,2026-08-26,VAL-8ff06619acee5dffddcef1d6,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.139872,31.059793,61.722022,19.415067,44.695778,88.114533,-0.3105742873924061,SZSE,18,5,2026-08-27 盾安环境：2026年半年度报告；2026-08-27 盾安环境：关于调整2023年限制性股票与股票期权激励计划之限制性股票回购价格及股票期权行权价格的公告；2026-08-27 盾安环境：上海市方达律师事务所关于浙江盾安人工环境股份有限公司长期激励计划第一期暨2023年限制性股票与股票期权激励计划及长期激励计划第二期暨2025年限制性股票与股票期权激励计划调整限制性股票回购价格及股票期权行权价格相关事项的法律意见书；2026-08-27 盾安环境：关于调整2025年限制性股票与股票期权激励计划之限制性股票回购价格及股票期权行权价格的公告；2026-08-26 盾安环境：关于回购注销部分限制性股票减少注册资本暨通知债权人的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/d3867767-2e08-4be2-ae90-9e471a08abd9.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/cfd0ae4a-4978-4601-a797-711fd67c68f8.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/64a4ddc4-af71-4e29-85b4-4cd631220acd.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/3cba390f-6898-4871-a36b-33d9a567425e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/d7ed9483-eaae-432e-9265-4887820d3c24.PDF,2026,6,9,1.052874355411407,1.035555555556,-0.016449066088839892,5条相关标题需正文核验,2026-08-28,10.15,VAL-59eddd9daa7956558be4ba08,偏低
002023.SZ,海特高新,VAL-4b2d087bf382b2804f49846d,2026-08-26,VAL-e28937ed506d1689eaead44a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.055654,9.100178,15.166963,5.023981,9.043166,15.071943,0.006304405577051364,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.97,VAL-4b2d087bf382b2804f49846d,偏贵
002025.SZ,航天电器,VAL-ef5b893c083fe6c3dbc6bfd1,2026-08-26,VAL-7c7642f1747f5d3cd0026af6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.695433,40.155021,79.162755,11.8692,29.926615,57.818221,0.3841207307478032,SZSE,0,0,,,2026,3,13,0.8102304429759507,0.845384615385,0.043387869110334876,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,62.35,VAL-ef5b893c083fe6c3dbc6bfd1,偏贵
002028.SZ,思源电气,VAL-bcafdef5f3d63938cb59722c,2026-08-26,VAL-7f3c8c9e626f4a6a76cb766e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,74.254538,168.500681,327.265768,75.71928,171.82452,333.721401,-0.01934437865137406,SZSE,1,0,,,2026,10,19,5.288784724738125,5.393111111111,0.019725965756346886,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,143.18,VAL-bcafdef5f3d63938cb59722c,基本合理
002031.SZ,巨轮智能,VAL-7475435c7a9842c6aef5339c,2026-08-26,VAL-a77c8a9f8f1293daa7d13bd2,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.778121,1.296868,2.074989,0.79418,1.323633,2.117813,-0.020220859915393796,SZSE,3,1,2026-08-26 巨轮智能：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/1474d505-f7cc-49ed-b615-ec337de8c2dc.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,5.19,VAL-7475435c7a9842c6aef5339c,明显偏贵
002037.SZ,保利联合,VAL-4d2a7e6ad3827c8352ca34de,2026-08-26,VAL-b52bb1eabff4774badca0ee7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.12265,3.820771,6.367951,2.12265,3.820771,6.367951,0.0,SZSE,8,1,2026-08-27 保利联合：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/e0052c87-ecb8-4003-adb4-7d4e9417e966.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,6.99,VAL-4d2a7e6ad3827c8352ca34de,明显偏贵
002041.SZ,登海种业,VAL-b90fd4106f80494e63d46e0c,2026-08-26,VAL-f374dad38a5ac08909e7c83d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.64775,4.265625,8.409375,1.5912,4.012,7.751184,0.055356760422615725,SZSE,4,1,2026-08-27 登海种业：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/2feef8e5-0bce-4216-bcf4-fdd6063b15b0.PDF,2026,1,5,0.1625,0.17,0.04615384615384621,1条相关标题需正文核验,2026-08-28,11.2,VAL-b90fd4106f80494e63d46e0c,明显偏贵
002045.SZ,国光电器,VAL-0ee94f4041496073c3616d03,2026-08-26,VAL-2c385561d8c7f59c17966e79,2026-08-28,沿用,本周已复核、合理价值不变,6.654302,11.090504,17.744807,6.654302,11.090504,17.744807,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.1,VAL-0ee94f4041496073c3616d03,基本合理
002046.SZ,国机精工,VAL-5f5a7b3cb1c01e1e7d963275,2026-08-26,VAL-45668f690b71e98541e1d735,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,12.108711,25.645628,48.536184,11.55,24.794,47.60448,0.03880527734976891,SZSE,15,2,2026-08-28 国机精工：光大证券股份有限公司关于国机精工集团股份有限公司收购成都工具研究所少数股权暨关联交易的核查意见；2026-08-28 国机精工：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/a93dd20a-9671-43c2-a370-9d35c4762838.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d9ca9234-3004-40c7-b15d-de2b064f95e8.PDF,2026,3,4,0.6209595266132764,0.595,-0.04180550503003,2条相关标题需正文核验,2026-08-28,52.46,VAL-5f5a7b3cb1c01e1e7d963275,明显偏贵
002048.SZ,宁波华翔,VAL-32fd142ad24c4059d39a0f54,2026-08-26,VAL-c950b4f87943e77cb9ef007c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,33.506623,81.712083,161.089536,31.331803,71.999667,141.9422,0.11503984217005714,SZSE,0,0,,,2026,1,3,1.8677047651545449,1.743333333333,-0.06659052016245925,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.86,VAL-32fd142ad24c4059d39a0f54,偏低
002049.SZ,紫光国微,VAL-3159c50af3bf812a83003bbb,2026-08-26,VAL-dc15c2ef63851fc485a7ca19,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,50.764628,115.196657,215.273752,54.54,125.442,237.817125,-0.07790065117622869,SZSE,1,0,,,2026,3,9,2.033839279219506,2.151111111111,0.05766032404315524,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,62.78,VAL-3159c50af3bf812a83003bbb,基本合理
002050.SZ,三花智控,VAL-40c60f8a07d4af1e80324c08,2026-08-26,VAL-4c3402a75004616d276595c8,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,19.488443,42.88366,83.221103,18.669265,41.638118,81.975044,0.03423660416503216,SZSE,10,2,2026-08-27 三花智控：2026年半年度报告；2026-08-27 三花智控：公司2026年中期利润分配预案的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/6cc835ed-9dfe-4156-bb3a-b6c990be8fa8.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/7c3476ea-cc12-459d-8677-bdbae409b29a.PDF,2026,5,18,1.1356901554557233,1.119705882353,-0.014074501769639092,2条相关标题需正文核验,2026-08-28,36.17,VAL-40c60f8a07d4af1e80324c08,基本合理
002057.SZ,中钢天源,VAL-a2fe0fd627460ef3eabb2f25,2026-08-26,VAL-4001ba79b4deb151df7370b0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.154827,7.216924,13.516267,3.137116,7.176408,13.635175,0.005645693945153907,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.11,VAL-a2fe0fd627460ef3eabb2f25,偏贵
002058.SZ,威尔泰,VAL-9f1730fbf86cd3561b90bbba,2026-08-26,VAL-18d294dcd6c00ce0a6a83c56,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.347746,5.370662,10.204257,2.347746,5.370662,10.204257,0.0,SZSE,5,1,2026-08-28 威尔泰：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/6c0009ce-7bcf-4a2b-af6f-5c2895de5931.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,17.03,VAL-9f1730fbf86cd3561b90bbba,明显偏贵
002074.SZ,国轩高科,VAL-1e21ac72119519f8b7990ceb,2026-08-26,VAL-49578bef79818ea861a1a679,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.949382,24.915637,39.865019,11.070345,27.053565,53.334171,0.0456697384921958,SZSE,1,0,,,2026,1,13,1.8135576680722947,1.090916666667,-0.39846596230569253,机构EPS变化-39.8%,2026-08-28,27.24,VAL-1e21ac72119519f8b7990ceb,偏贵
002076.SZ,星光股份,VAL-c0ba3bfa1cbba3d3ef8e3fca,2026-08-26,VAL-1822c16a11727d44184e08bb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.239876,0.373141,0.586365,0.24704,0.384285,0.603876,-0.028999326812655934,SZSE,5,2,2026-08-26 星光股份：关于计提资产减值准备的公告；2026-08-26 星光股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/072e5915-b401-468b-8952-daf189ebfe2f.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/7f2d61cc-13e2-492a-9148-a519027c0bf4.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,2.14,VAL-c0ba3bfa1cbba3d3ef8e3fca,明显偏贵
002079.SZ,苏州固锝,VAL-47d155e214976fad726c6240,2026-08-26,VAL-925ce6c80c670bd9c69c5310,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.234569,4.929197,9.825532,2.808,6.75,13.455,-0.2504952919020714,SZSE,22,1,2026-08-26 苏州固锝：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/23b794d6-dabb-46f7-b069-343a5356c0d3.PDF,,0,1,,0.12,,1条相关标题需正文核验,2026-08-28,9.35,VAL-47d155e214976fad726c6240,偏贵
002080.SZ,中材科技,VAL-e01d0e342ac30991b58dbe12,2026-08-26,VAL-8f8b9d3116c1867051a0579f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,25.166394,59.223481,110.917119,23.775187,56.708225,107.745627,0.04853749242141969,SZSE,0,0,,,2026,2,8,1.7924782350237205,1.758625,-0.018886273965425526,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,52.41,VAL-e01d0e342ac30991b58dbe12,基本合理
002085.SZ,万丰奥威,VAL-cd2e704b7474b4410c72ed15,2026-08-26,VAL-3343c7304ed6f33c01fa74a7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.843773,13.368108,25.036556,6.831,16.2932,30.95708,-0.16918721512528,SZSE,7,2,2026-08-26 万丰奥威：2026年半年度报告；2026-08-26 万丰奥威：关于2026年半年度利润分配方案的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/65ea255c-2775-44a7-9a90-8bffecb6ecad.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/23cd3cbc-f251-4225-a3a0-0d47c59b60b9.PDF,,0,4,,0.5025,,2条相关标题需正文核验,2026-08-28,10.43,VAL-cd2e704b7474b4410c72ed15,基本合理
002096.SZ,易普力,VAL-b68fc53e010ae02da7df194b,2026-08-26,VAL-c8331a0b3f2580266a104514,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.708031,29.032906,54.946848,13.759821,29.53775,56.71248,-0.012856009867158513,SZSE,0,0,,,2026,2,7,0.7029759268554193,0.733857142857,0.043929265315982846,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.72,VAL-b68fc53e010ae02da7df194b,偏低
002097.SZ,山河智能,VAL-2aea8d5506cade2149630b51,2026-08-26,VAL-633b3d4c0bd191eb07d4ab95,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.358572,7.84543,13.075717,4.358572,7.84543,13.075717,0.0,SZSE,9,2,2026-08-27 山河智能：2026年半年度报告；2026-08-27 山河智能：关于2026年半年度计提减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/7f175e82-78c7-476d-8a87-9390d3efb57c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/3170e6b9-100f-4fb3-8d99-945194dc2859.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,7.32,VAL-2aea8d5506cade2149630b51,基本合理
002111.SZ,威海广泰,VAL-e4478d7fddf8597734d0e096,2026-08-26,VAL-bc795d5cb7475ad839dee749,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.458487,16.452545,31.191283,7.458487,16.452545,31.191283,0.0,SZSE,8,4,2026-08-28 威海广泰：关于签订重大合同的公告；2026-08-27 威海广泰：关于计提资产减值准备的公告；2026-08-27 威海广泰：2026年中期利润分配方案；2026-08-27 威海广泰：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/58a06157-3eaf-49da-8afe-5e72313f683e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/dd0f1150-e730-4d0b-a1b8-7050f37639de.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/e8c179cf-c26e-4d0f-b454-4461a2a02f83.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/ed5a3089-0e46-4e63-ba68-dbb770320eed.PDF,,0,0,,,,4条相关标题需正文核验,2026-08-28,9.75,VAL-e4478d7fddf8597734d0e096,基本合理
002115.SZ,三维通信,VAL-052aadd6e71432b7d8423948,2026-08-26,VAL-959bd16ff5cf958aa064bf16,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.300737,3.834562,6.135299,2.16,5.6,10.64,-0.20936868556701027,SZSE,1,0,,,,0,1,,0.16,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.63,VAL-052aadd6e71432b7d8423948,明显偏贵
002124.SZ,天邦食品,VAL-4b9383c81e1b2cf671f63870,2026-08-26,VAL-cd79ead19ee32b39faa34204,2026-08-28,沿用,本周已复核、合理价值不变,0.33347,0.555783,0.889253,0.33347,0.555783,0.889253,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,2.35,VAL-4b9383c81e1b2cf671f63870,明显偏贵
002126.SZ,银轮股份,VAL-ace28977a7866d9a2d03d1bc,2026-08-26,VAL-b1ac47637305b27d44001b89,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,18.460809,43.637329,86.716099,26.481593,60.963756,120.18569,-0.2898634551735849,SZSE,6,1,2026-08-27 银轮股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/712c7c1e-80fb-4364-aabf-e5a615846f9a.PDF,2026,10,26,1.4792314765550016,1.448576923077,-0.020723297174147004,1条相关标题需正文核验,2026-08-28,40.92,VAL-ace28977a7866d9a2d03d1bc,基本合理
002128.SZ,电投能源,VAL-7fa34bd9a600049cb200f357,2026-08-26,VAL-db4bf48493eaa1fb27cbd8f1,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,32.245548,76.601414,151.014217,18.05076,46.81296,91.519337,0.6780869490679844,SZSE,15,1,2026-08-26 电投能源：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b513b0ea-6f21-4af7-9be1-972eadc96733.PDF,,0,10,,3.393,,1条相关标题需正文核验,2026-08-28,29.11,VAL-7fa34bd9a600049cb200f357,偏低
002129.SZ,TCL中环,VAL-bb0531159fdb15dd3cefe039,2026-08-26,VAL-42bbc137f8111b59b777517f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.463893,5.443261,7.91747,3.463903,5.443277,7.917493,-2.918993441292095e-06,SZSE,9,1,2026-08-27 TCL中环：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/714ec258-1109-4bf2-9f08-f9eab4c65642.PDF,,0,6,,-0.8616,,1条相关标题需正文核验,2026-08-28,9.82,VAL-bb0531159fdb15dd3cefe039,明显偏贵
002130.SZ,沃尔核材,VAL-0b530b4eff4c50a0f421fcdd,2026-08-26,VAL-39b6201534789f15266dc7ab,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.395096,38.378088,71.876676,17.82,42.504,80.7576,-0.10859385982361913,SZSE,0,0,,,2026,1,2,1.0965167924703358,1.13,0.030535973328990274,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.16,VAL-0b530b4eff4c50a0f421fcdd,基本合理
002138.SZ,顺络电子,VAL-b8383a11b075900820bb86b0,2026-08-26,VAL-25fab23904b45a02e1c3a6f7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,19.517452,46.135003,91.679479,32.078904,74.66096,144.244975,-0.3849303105726274,SZSE,1,0,,,2026,3,11,1.5638984202014083,1.5818,0.011446766341950854,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,49.15,VAL-b8383a11b075900820bb86b0,偏贵
002149.SZ,西部材料,VAL-dbe5bb088034da51879415cd,2026-08-26,VAL-4de4f9c1d0adb17cef0ac6cb,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.319455,4.775349,9.03769,1.965813,4.047262,7.770743,0.1798961429884045,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.94,VAL-dbe5bb088034da51879415cd,明显偏贵
002150.SZ,正泰电源,VAL-9907e98dac23d38e431e3724,2026-08-26,VAL-5f15c3407a3447075f51c243,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.731647,15.991468,31.526037,16.38,37.17,72.1924,-0.5756654528478058,SZSE,0,0,,,,0,3,,1.166666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.7,VAL-9907e98dac23d38e431e3724,偏贵
002151.SZ,北斗星通,VAL-b7d7f407694b43fefeebc2b2,2026-08-26,VAL-7dcb87669bb814a5e192ec85,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.907111,16.0328,26.721334,8.906321,16.031378,26.718963,8.870104655600564e-05,SZSE,5,1,2026-08-27 北斗星通：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/5fa24ef8-61c4-409b-8d27-16470a4101a2.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,28.96,VAL-b7d7f407694b43fefeebc2b2,明显偏贵
002156.SZ,通富微电,VAL-a1b576963b6af475b07e65cd,2026-08-26,VAL-1591d7c5593053f17efa82d4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.312324,38.716302,75.428466,23.868,54.162,107.96292,-0.28196045110854795,SZSE,0,0,,,2026,2,9,0.965012506562085,1.02,0.05698112000000011,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,63.75,VAL-a1b576963b6af475b07e65cd,偏贵
002158.SZ,汉钟精机,VAL-dc99df3fd78cfafbd1aa71a2,2026-08-26,VAL-f8da3b85e231b44caad52917,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.121828,27.179379,53.582204,26.052,59.118,117.84188,-0.5502969707643536,SZSE,4,1,2026-08-28 汉钟精机：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/17784604-fa0e-441b-b64d-45c5f3cebde0.PDF,2026,4,6,1.0968272371186145,1.113333333333,0.015048948144055219,1条相关标题需正文核验,2026-08-28,28.0,VAL-dc99df3fd78cfafbd1aa71a2,偏贵
002167.SZ,东方锆业,VAL-1b8693519af770457befe04d,2026-08-26,VAL-37d16013bd3a60af7f0e3207,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.421848,7.548195,14.105689,1.706772,3.764938,7.137695,1.0048655721885846,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.22,VAL-1b8693519af770457befe04d,明显偏贵
002169.SZ,智光电气,VAL-36688940268e7884b6e9bbb9,2026-08-26,VAL-7f14776ec87a4d56d6c71dc7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.224862,5.37477,8.599632,3.214981,5.358302,8.573282,0.0030733850731394785,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.19,VAL-36688940268e7884b6e9bbb9,明显偏贵
002170.SZ,芭田股份,VAL-b1f68f8960958849ec0ea78b,2026-08-26,VAL-b8b6dfd8523c1fb97aeb42fe,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.189724,24.62261,42.474002,11.335576,22.258949,35.037235,0.06601697746879864,SZSE,8,2,2026-08-28 芭田股份：关于公司2026年半年度利润分配预案的公告；2026-08-28 芭田股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/aaef9f89-4a40-4ccc-a6ad-ffacca22f45e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/15f293b5-8997-4ffe-899e-b68a816652e2.PDF,2026,2,8,1.3041636674476191,1.32,0.012142902725832183,2条相关标题需正文核验,2026-08-28,11.91,VAL-b1f68f8960958849ec0ea78b,基本合理
002171.SZ,楚江新材,VAL-e32a09b5d07417b8866a882e,2026-08-26,VAL-53705f73fcff1ed3a910aa4f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.939141,8.231902,13.171043,7.08,16.284,30.87175,-0.43626763396678636,SZSE,8,2,2026-08-28 楚江新材：2026年半年度报告；2026-08-28 楚江新材：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/0a5ae199-685c-464f-b2b3-f3c71b0e7881.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/952dba66-924d-40e6-baee-2a8c3ca43577.PDF,2026,1,2,0.2791234389285359,0.295,0.05688007116997773,2条相关标题需正文核验,2026-08-28,10.32,VAL-e32a09b5d07417b8866a882e,偏贵
002172.SZ,澳洋健康,VAL-a570261e238b1b8a0eb6afb2,2026-08-26,VAL-2995ac1b0e3dcbe7568f4044,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.235181,0.391969,0.62715,0.281908,0.690952,1.334919,-0.35535431614004076,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.5,VAL-a570261e238b1b8a0eb6afb2,明显偏贵
002173.SZ,创新医疗,VAL-150882d79d8a5231d96dcbbe,2026-08-26,VAL-9c2c4e02b610eb205d56a442,2026-08-28,沿用,本周已复核、合理价值不变,3.366614,5.611023,8.977637,3.366614,5.611023,8.977637,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.57,VAL-150882d79d8a5231d96dcbbe,明显偏贵
002176.SZ,江特电机,VAL-8489a9cb9d39505c4ce0273c,2026-08-26,VAL-2ad556f5b5e80720ecd44aba,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.540883,2.568138,4.109021,1.559229,2.598715,4.157944,-0.011766151732683139,SZSE,8,1,2026-08-26 江特电机：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/bc1a6c84-5ab7-4083-8e13-eaea721b8404.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,9.06,VAL-8489a9cb9d39505c4ce0273c,明显偏贵
002179.SZ,中航光电,VAL-4e7d548cda3dd1bb50046444,2026-08-26,VAL-60bb714b5efc5fd8064d9bbb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,23.594006,49.970895,94.573488,22.465909,48.226818,92.595491,0.04062898860868658,SZSE,8,1,2026-08-27 中航光电：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/a7ce54b5-8d68-4b3e-b00f-5454fdac3e21.PDF,2026,3,12,1.2099490289498127,1.174166666667,-0.02957344601025902,1条相关标题需正文核验,2026-08-28,35.18,VAL-4e7d548cda3dd1bb50046444,基本合理
002182.SZ,宝武镁业,VAL-480926d43736ceb5eaf9101b,2026-08-26,VAL-c82985741f058a516ef4f835,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.772988,7.95498,12.727968,2.655,6.332667,12.032067,0.416159276929152,SZSE,0,0,,,,0,3,,0.176666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.16,VAL-480926d43736ceb5eaf9101b,偏贵
002185.SZ,华天科技,VAL-19684ee6bb02cd48b6ca786a,2026-08-26,VAL-6e37637bf76629095d0e0133,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.343328,7.374987,14.539261,6.72,15.456,30.912,-0.5166704996392496,SZSE,0,0,,,,0,2,,0.32,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.92,VAL-19684ee6bb02cd48b6ca786a,明显偏贵
002189.SZ,中光学,VAL-4ada03d2381486c7ec361169,2026-08-26,VAL-1f04de18387f13904273f82f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.599605,2.879289,4.798815,1.599605,2.879289,4.798815,0.0,SZSE,8,1,2026-08-27 中光学：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/7425e809-2c6b-4df1-abd1-9ca4a9e53fdf.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,19.06,VAL-4ada03d2381486c7ec361169,明显偏贵
002190.SZ,成飞集成,VAL-e0380da6c658a2f19c74ae14,2026-08-26,VAL-7e0b1e1e2ea311de70459484,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.751512,17.552722,29.254536,12.120522,21.816939,36.361565,-0.19545442718888129,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,25.99,VAL-e0380da6c658a2f19c74ae14,偏贵
002192.SZ,融捷股份,VAL-b6129c1ed97f42a3c90c8dce,2026-08-26,VAL-7f8a6e7bf20e4235f89ca950,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,50.412046,119.757122,236.092611,46.534196,114.054402,220.353104,0.05965909235972022,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,74.43,VAL-b6129c1ed97f42a3c90c8dce,基本合理
002202.SZ,金风科技,VAL-d8954d2db0a60371aac56726,2026-08-26,VAL-bf9697c424d96950eec44ce0,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,15.531813,35.245268,68.454142,14.96664,33.96276,65.963227,0.03776218388126562,SZSE,8,1,2026-08-26 金风科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/eda0f19c-f5f3-4088-8309-dd061982a97d.PDF,2026,2,16,1.1062544769712181,1.077,-0.026444617924903824,1条相关标题需正文核验,2026-08-28,18.41,VAL-d8954d2db0a60371aac56726,基本合理
002212.SZ,天融信,VAL-af69af91a402bba48151cb2e,2026-08-26,VAL-9d1591673ea3236ff370bdec,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.272107,12.120179,19.392286,1.794,4.248,8.142,2.20958060244952,SZSE,0,0,,,2026,3,6,0.09919845284598873,0.1,0.008080238461538602,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.93,VAL-af69af91a402bba48151cb2e,偏低
002214.SZ,大立科技,VAL-d0f36cc7c6ee2527f081496a,2026-08-26,VAL-666363c0012b452039a82101,2026-08-28,沿用,本周已复核、合理价值不变,2.100754,3.781358,6.302263,2.100754,3.781358,6.302263,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.94,VAL-d0f36cc7c6ee2527f081496a,明显偏贵
002222.SZ,福晶科技,VAL-c381c591039e1725401586e0,2026-08-26,VAL-5cf7b3460ec0c265b23a8182,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,17.416268,42.1563,79.991579,17.5,42.933333,82.646667,-0.01424321574320575,SZSE,5,1,2026-08-28 福晶科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1b3cb86d-7ef0-481b-bd57-af23d7b4b8bc.PDF,2026,3,4,0.8931419457735247,0.905,0.0132767857142857,1条相关标题需正文核验,2026-08-28,68.15,VAL-c381c591039e1725401586e0,偏贵
002223.SZ,鱼跃医疗,VAL-ff0473fad6050f8945d402b6,2026-08-26,VAL-6b430b2e53923a6235929bf8,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,26.977728,62.105918,122.437381,22.24248,56.081467,108.349394,0.13737432052549647,SZSE,2,1,2026-08-26 鱼跃医疗：关于2026年半年度权益分派实施后调整回购股份价格上限的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/4f073078-372a-4fa6-b699-7431a3297c7c.PDF,2026,6,21,1.5037752554602681,1.549818181818,0.030618223162369507,1条相关标题需正文核验,2026-08-28,26.29,VAL-ff0473fad6050f8945d402b6,偏低
002226.SZ,江南化工,VAL-3403ad39e3e6c0eeffa2f041,2026-08-26,VAL-f825b207ea9bd8305667f03c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.307164,8.86769,16.782737,5.71875,12.27625,23.5704,-0.26786029452625715,SZSE,0,0,,,,0,2,,0.305,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.16,VAL-3403ad39e3e6c0eeffa2f041,基本合理
002229.SZ,鸿博股份,VAL-ebbb9042a4f5db1b7b68eb04,2026-08-26,VAL-b8c7f365e4ef4dd3cf3eb0cc,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.906141,3.176901,5.083042,1.906141,3.176901,5.083042,0.0,SZSE,1,1,2026-08-26 鸿博股份：关于2022年限制性股票激励计划剩余限制性股票回购注销完成的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/cb92f224-deab-4c32-9e70-040d26a138e5.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,12.29,VAL-ebbb9042a4f5db1b7b68eb04,明显偏贵
002232.SZ,启明信息,VAL-60e4a7cf4b518d5fda5a6f16,2026-08-26,VAL-b67ea65bf12ca5449e93c581,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.994908,2.275934,4.2625,1.598249,3.656125,6.946637,-0.377501106697011,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.45,VAL-60e4a7cf4b518d5fda5a6f16,明显偏贵
002239.SZ,奥特佳,VAL-6f169fd4ac37fb48c09d5034,2026-08-26,VAL-124ba873bed7a6bbb4d811d0,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.784653,1.730853,3.361701,0.741069,1.634712,3.174974,0.058812239006878375,SZSE,10,5,2026-08-27 奥特佳：奥特佳新能源科技集团股份有限公司董事会薪酬与考核委员会关于2024年限制性股票激励计划首次授予部分第二个解除限售期解除限售条件成就及回购注销部分限制性股票的核查意见；2026-08-27 奥特佳：2026年半年度报告；2026-08-27 奥特佳：国浩律师（南京）事务所关于奥特佳新能源科技集团股份有限公司2024年限制性股票激励计划首次授予部分第二个解除限售期解除限售条件成就及回购注销部分限制性股票相关事项之法律意见书；2026-08-27 奥特佳：关于2024年限制性股票激励计划首次授予部分第二个解除限售期解除限售条件成就的公告；2026-08-27 奥特佳：关于回购注销部分限制性股票的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/7b45caa2-0010-4fe2-a49f-f4b4f7b954da.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/9145bd94-7229-49a4-954d-0f5c4bcd3ef7.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/56069cf4-b98d-421b-bec5-881620dd2b3d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/eeba6235-c3a0-42bc-8f34-1da14308a65d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/508c257a-a2f6-48fd-90d1-c0932cc59748.PDF,,0,0,,,,5条相关标题需正文核验,2026-08-28,2.6,VAL-6f169fd4ac37fb48c09d5034,偏贵
002244.SZ,滨江集团,VAL-ef887da0e00c149e0117f037,2026-08-26,VAL-e9161afa2777ee54951aa8fe,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.405794,22.233247,44.181908,9.159429,22.170514,43.343355,0.009865897298312998,SZSE,3,1,2026-08-27 滨江集团：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/6ba94801-b15d-4d7e-a05a-3b590e7be58a.PDF,2026,5,21,0.7536693840235056,0.782857142857,0.03872753683806818,1条相关标题需正文核验,2026-08-28,9.01,VAL-ef887da0e00c149e0117f037,偏低
002246.SZ,北化股份,VAL-2471c7564ebe80cecdec7b83,2026-08-26,VAL-68e6070827699deb33e4e490,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.554473,27.906269,52.814607,15.125,32.468333,62.3392,-0.1288539930582293,SZSE,0,0,,,,0,7,,0.802857142857,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,20.16,VAL-2471c7564ebe80cecdec7b83,基本合理
002255.SZ,海陆重工,VAL-f8447e1099970a37545c7a3e,2026-08-26,VAL-9281903ba1e8f33d6df5766f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.153529,14.076699,26.363647,7.62386,17.440204,33.136387,-0.1928592266601299,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.92,VAL-f8447e1099970a37545c7a3e,基本合理
002265.SZ,建设工业,VAL-1f88fe963a3f25a727a03d69,2026-08-26,VAL-ea2cd66727fc4983379b8008,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.098724,8.43855,16.202017,4.098724,8.43855,16.202017,0.0,SZSE,10,1,2026-08-27 建设工业：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/26f503ea-c589-4101-8857-f23c1abf407a.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,18.66,VAL-1f88fe963a3f25a727a03d69,明显偏贵
002268.SZ,电科网安,VAL-1df7f5663831a64b1fbb6b09,2026-08-26,VAL-6706907b9ed339599355dbc3,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.850779,9.751298,15.602076,2.64,6.6,12.5125,0.6885364718614719,SZSE,12,1,2026-08-27 电科网安：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/07f45ea6-ec8a-4452-b38b-8a5b26b416f8.PDF,2026,1,1,0.10879384388804517,0.11,0.011086620978260742,1条相关标题需正文核验,2026-08-28,14.13,VAL-1df7f5663831a64b1fbb6b09,偏贵
002270.SZ,华明装备,VAL-7b9fc61522b72bff059f793a,2026-08-26,VAL-67401fae64ccb08dc146d669,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.595194,40.506215,79.85511,13.299709,30.180109,58.616479,0.33628454930515117,SZSE,0,0,,,2026,3,8,0.9807800243061837,0.95,-0.031383208816837316,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.01,VAL-7b9fc61522b72bff059f793a,基本合理
002274.SZ,华昌化工,VAL-a35be60b6a3d67c038640e09,2026-08-26,VAL-93e7f3b5dce1f0b5c4f96307,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.968024,8.28004,13.248064,4.987449,8.312415,13.299864,-0.0038947766683929963,SZSE,2,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,,,,
002281.SZ,光迅科技,VAL-f46ca65d5bf22d0b3112eec0,2026-08-26,VAL-44fe3c363c798e4e0d12dff3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,49.893653,119.936666,239.073754,45.0,103.5,209.3,0.1436385117845118,SZSE,0,0,,,2026,1,9,2.132207390312136,2.0125,-0.05614247040697662,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,173.61,VAL-f46ca65d5bf22d0b3112eec0,偏贵
002283.SZ,天润工业,VAL-d59d6e0885a16fabe0b7833e,2026-08-26,VAL-40146b5a6e03514f6d76e7aa,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.355813,12.659976,25.157903,7.6544,17.621333,34.7392,-0.28722981050638563,SZSE,15,5,2026-08-28 天润工业：2026年半年度报告；2026-08-28 天润工业：董事会考核与薪酬委员会关于2026年员工持股计划相关事项的核查意见；2026-08-28 天润工业：天润工业技术股份有限公司2026年员工持股计划（草案）；2026-08-28 天润工业：关于2026年半年度利润分配方案的公告；2026-08-28 天润工业：天润工业技术股份有限公司2026年员工持股计划管理办法,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/93532c2a-c115-4d96-9fe6-a77203a8c19a.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/50376c82-184f-4c62-892f-a8a3011f40be.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d48e3851-43d2-490e-a445-c708115bd544.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/511edb7c-7f1c-4d79-b0ce-261778bff0be.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/75c7c570-d509-4447-b33f-f5876dab151c.PDF,2026,5,9,0.42915171315020667,0.426666666667,-0.0057906013352833074,5条相关标题需正文核验,2026-08-28,8.53,VAL-d59d6e0885a16fabe0b7833e,基本合理
002294.SZ,信立泰,VAL-262ef97f0e21b42009cab354,2026-08-26,VAL-4b5ab1737ceab4c2847548d2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.985021,30.689388,61.17418,15.0297,37.037475,74.898005,-0.16119111513155848,SZSE,0,0,,,,0,11,,0.710909090909,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,32.18,VAL-262ef97f0e21b42009cab354,偏贵
002297.SZ,博云新材,VAL-2952381f8431686d804db68c,2026-08-26,VAL-b3596e4cf7e1d39b29bc680a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.485871,20.924715,39.103062,8.032219,17.71813,33.590622,0.1809776248081143,SZSE,2,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.21,VAL-2952381f8431686d804db68c,基本合理
002298.SZ,中电鑫龙,VAL-391f683b73d4826aa86a833a,2026-08-26,VAL-fa016f44f036e9d54f7a3457,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.271555,3.785925,6.05748,2.269002,3.78167,6.050672,0.0011251642792733385,SZSE,3,1,2026-08-26 中电鑫龙：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/128948dd-0b6f-4fd6-9e19-91200d2c38bc.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,8.06,VAL-391f683b73d4826aa86a833a,明显偏贵
002300.SZ,太阳电缆,VAL-87c626f973d134f7bbf931ed,2026-08-26,VAL-a36b320b679eb95ca3b02323,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.371787,3.952979,6.324766,1.292324,2.850714,5.536721,0.5266010111420654,SZSE,15,1,2026-08-27 太阳电缆：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/6b8371e1-fd15-409b-a341-0ae183fc2cbf.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,6.83,VAL-87c626f973d134f7bbf931ed,明显偏贵
002312.SZ,川发龙蟒,VAL-598ee719b904aba5b8ddfa0e,2026-08-26,VAL-c97d7f4653a0d5686ff7457c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.161032,5.230806,10.827767,2.223,5.3808,11.138256,-0.027875798942633923,SZSE,0,0,,,2026,2,2,0.2770553789797514,0.285,0.0286752094455065,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.65,VAL-598ee719b904aba5b8ddfa0e,偏贵
002317.SZ,众生药业,VAL-e41307aababba5110b02c53f,2026-08-26,VAL-a56e8694d0ba85136f652d5c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.951745,11.081271,21.845934,5.4405,13.7175,26.50221,-0.16311640045933817,SZSE,1,0,,,,0,12,,0.35,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,25.85,VAL-e41307aababba5110b02c53f,明显偏贵
002318.SZ,久立特材,VAL-b89cac91cd4eea16c2adaaf4,2026-08-26,VAL-154d36f682a25ce1ec550dfb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.649611,34.026808,63.72735,19.40625,46.2875,87.94625,-0.2742624831129292,SZSE,1,1,2026-08-27 久立特材：关于回购股份实施结果暨股份变动的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/97b68d7f-4ccd-443c-ba67-ded05da78236.PDF,2026,1,5,0.9721945004655891,1.18,0.21374889431578947,1条相关标题需正文核验；机构EPS变化+21.4%,2026-08-28,19.86,VAL-b89cac91cd4eea16c2adaaf4,基本合理
002323.SZ,*ST雅博,VAL-38c4c6b94e1c54e8c3c85bf8,2026-08-26,VAL-aa70ef219fb01d8fc0349664,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.05525,0.085945,0.135056,0.081321,0.126499,0.198785,-0.32058993359638155,SZSE,8,1,2026-08-26 *ST雅博：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/7f4615b8-d4a3-4cd1-b231-82826d0a85f5.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,1.29,VAL-38c4c6b94e1c54e8c3c85bf8,明显偏贵
002324.SZ,普利特,VAL-17c3abe8a0db96d3993618d3,2026-08-26,VAL-6dd31e80463fb30c0095de39,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.85383,4.403896,8.681966,4.1067,10.0359,19.78506,-0.5575264802794394,SZSE,5,1,2026-08-26 普利特：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/2bd24866-099a-4d15-9a64-3d81985cfbd4.PDF,,0,2,,0.405,,1条相关标题需正文核验,2026-08-28,9.65,VAL-17c3abe8a0db96d3993618d3,明显偏贵
002338.SZ,奥普光电,VAL-f36a8f4c79e82a8ae0a5f37e,2026-08-26,VAL-d90bd48d3bfb692220b15a77,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.453621,15.18499,29.231105,6.453621,15.18499,29.231105,0.0,SZSE,5,1,2026-08-28 奥普光电：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/25957dc2-f6f5-41a2-be09-394dec574586.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,42.64,VAL-f36a8f4c79e82a8ae0a5f37e,明显偏贵
002340.SZ,格林美,VAL-3bc7254ebb17ec255a7e504b,2026-08-26,VAL-a9bca53f472f41f0787d39e6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.228201,10.332823,20.370422,4.3264,10.5728,20.84352,-0.022697594501718266,SZSE,0,0,,,2026,2,4,0.4169823502777397,0.4135,-0.008351313371945501,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.67,VAL-3bc7254ebb17ec255a7e504b,基本合理
002342.SZ,巨力索具,VAL-548fbea35913b19145123752,2026-08-26,VAL-375213dcb619f5042e8d37cc,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.288248,3.813746,6.101994,0.191937,0.439072,0.834237,8.670217065049783,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.74,VAL-548fbea35913b19145123752,明显偏贵
002353.SZ,杰瑞股份,VAL-9cb0bf3b540ecd375c5ca800,2026-08-26,VAL-5c2570d0b82bcc4ec8f09c10,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,67.478738,142.916508,270.479699,69.615341,149.440932,286.926589,-0.03953790905590737,SZSE,3,2,2026-08-27 杰瑞股份：北京市天元律师事务所关于杰瑞股份实施奋斗者11号员工持股计划的法律意见；2026-08-27 杰瑞股份：北京市天元律师事务所关于杰瑞股份实施事业合伙人6期员工持股计划的法律意见,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/b77ca474-8729-40cb-b60e-799bc4d47bc8.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/437e8364-b6ae-43f2-9800-1896487023e1.PDF,2026,10,25,3.460448127368338,3.5178,0.016573539183573294,2条相关标题需正文核验,2026-08-28,130.92,VAL-9cb0bf3b540ecd375c5ca800,基本合理
002355.SZ,兴民智通,VAL-717af7625914b788eb3f847d,2026-08-26,VAL-106d1c292352540480aa9110,2026-08-28,沿用,本周已复核、合理价值不变,1.077089,1.795149,2.872239,1.077089,1.795149,2.872239,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.92,VAL-717af7625914b788eb3f847d,明显偏贵
002364.SZ,中恒电气,VAL-91bcc1de4a399413c220bde9,2026-08-26,VAL-60e6bfd1f143b79ad7149c85,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.068271,20.578,40.568058,9.2612,21.554667,41.643616,-0.037954343455597006,SZSE,6,2,2026-08-27 中恒电气：关于计提资产减值准备及核销资产的公告；2026-08-27 中恒电气：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/1f29a70a-6d1d-4826-9c85-d35f77b629c1.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/92aef416-9d50-47b8-ad8c-cc612b3609d8.PDF,2026,3,5,0.4152138912256007,0.456666666667,0.0998347509979538,2条相关标题需正文核验,2026-08-28,37.11,VAL-91bcc1de4a399413c220bde9,偏贵
002366.SZ,融发核电,VAL-50ca3ff5f269b6ad0f60242e,2026-08-26,VAL-e319e9f1528abfcbdc180a3a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.99938,3.3323,5.33168,2.007905,3.346508,5.354413,-0.004245656806824538,SZSE,5,2,2026-08-26 融发核电：关于一级全资子公司收到中标通知书的公告；2026-08-26 融发核电：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/8ae558bc-6c78-407d-a0fc-9ee5dbec0b03.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/95c681ad-a160-405b-b952-519718554cd0.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,6.29,VAL-50ca3ff5f269b6ad0f60242e,明显偏贵
002371.SZ,北方华创,VAL-b03e0e80e25b57a69cb29693,2026-08-26,VAL-c7916b37fb9f0e2930477cd2,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,143.768365,359.996907,715.385854,235.465043,534.324522,1065.08688,-0.345580539273743,SZSE,5,1,2026-08-26 北方华创：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/5b947dae-f3ad-4009-8874-248e9abff0fd.PDF,2026,1,25,11.519901030502192,10.0225,-0.12998384504670646,1条相关标题需正文核验；机构EPS变化-13.0%,2026-08-28,697.51,VAL-b03e0e80e25b57a69cb29693,偏贵
002373.SZ,千方科技,VAL-e87a70f7127fce9b24c68bd1,2026-08-26,VAL-2f29a80a22d1058c4cf99817,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.508968,10.84828,17.357248,5.25,12.075,24.15,0.0018613564213565414,SZSE,0,0,,,,0,2,,0.25,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.63,VAL-e87a70f7127fce9b24c68bd1,基本合理
002380.SZ,科远智慧,VAL-a2d44bad58afdd81808ca741,2026-08-26,VAL-e800ac89e67da67a1f6ddceb,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.424394,23.328248,45.989974,24.7104,56.0736,108.907392,-0.5821865468409586,SZSE,0,0,,,,0,3,,1.76,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.83,VAL-a2d44bad58afdd81808ca741,偏贵
002383.SZ,合众思壮,VAL-b1dd305ad08af70ce9fe6a68,2026-08-26,VAL-5d7d591e39793391c5415770,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.027703,3.649865,6.083108,2.027703,3.649865,6.083108,0.0,SZSE,13,2,2026-08-27 合众思壮：关于2026年半年度计提资产减值准备及核销资产的公告；2026-08-27 合众思壮：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/0f155e36-092e-414d-88cf-51117d00be80.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/38f79a6f-7b44-4e87-834c-be0b339b9aab.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,7.07,VAL-b1dd305ad08af70ce9fe6a68,明显偏贵
002384.SZ,东山精密,VAL-68ee88c1ae3cc6c65c3618aa,2026-08-26,VAL-665a06c623a2960069b7dacf,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,93.746109,212.731556,419.385067,81.585,187.6455,375.291,0.13834675120389406,SZSE,0,0,,,2026,4,13,4.292404274738481,3.971538461538,-0.07475200206300003,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,195.62,VAL-68ee88c1ae3cc6c65c3618aa,基本合理
002389.SZ,航天彩虹,VAL-c97f5314199ece238b26ae15,2026-08-26,VAL-5680344e9536cde22f7ac429,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.413088,12.355147,19.768236,4.68,10.764,20.40675,0.27999449624449646,SZSE,9,1,2026-08-28 航天彩虹：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/aba43f9a-021c-4a43-a2e3-de9bb0fa63a7.PDF,,0,4,,0.195,,1条相关标题需正文核验,2026-08-28,18.07,VAL-c97f5314199ece238b26ae15,偏贵
002396.SZ,星网锐捷,VAL-f05c099ca6ed7c3369da6968,2026-08-26,VAL-7f97cf5ff400b36e3c0e67a9,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,33.70928,81.031923,159.748648,22.2066,51.684,99.853488,0.5528525008593785,SZSE,0,0,,,2026,1,2,1.5434651973132956,1.095,-0.29055737576327434,机构EPS变化-29.1%,2026-08-28,36.69,VAL-f05c099ca6ed7c3369da6968,基本合理
002402.SZ,和而泰,VAL-e248a64c74c0cd1df68a1d4f,2026-08-26,VAL-51d582f8ef1ddaf70a3279e7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.875233,20.885875,39.116261,12.3525,29.463,55.9797,-0.2882756872451603,SZSE,1,0,,,2026,2,5,0.6321390856101097,0.798,0.26238041305389226,机构EPS变化+26.2%,2026-08-28,19.06,VAL-e248a64c74c0cd1df68a1d4f,基本合理
002405.SZ,四维图新,VAL-8cff3ea07d1798b7d2e8517f,2026-08-26,VAL-9dc4c39abfc36eb69def2712,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.50539,6.309703,10.516171,3.715574,6.688034,11.146723,-0.05656835590114517,SZSE,6,1,2026-08-26 四维图新：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b83062e1-b499-48d9-ba26-7a927e90ccd5.PDF,,0,4,,-0.1475,,1条相关标题需正文核验,2026-08-28,6.39,VAL-8cff3ea07d1798b7d2e8517f,偏贵
002406.SZ,远东传动,VAL-dfb682b4a0f2eda8fd5dd3cb,2026-08-26,VAL-fbc284528797c045e99052f6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.540577,8.09936,15.168943,3.915,10.15,19.285,-0.17241827230714546,SZSE,0,0,,,,0,1,,0.29,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.77,VAL-dfb682b4a0f2eda8fd5dd3cb,基本合理
002407.SZ,多氟多,VAL-6504e5c030a42065476ceb09,2026-08-26,VAL-b46ef2fc2d0c886f16066ae0,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,21.756797,28.561047,43.681601,21.756797,28.561047,43.681601,0.0,SZSE,0,0,,,2026,1,2,1.1222811226697882,1.955,0.7419877787387723,机构EPS变化+74.2%,2026-08-28,36.94,VAL-6504e5c030a42065476ceb09,偏贵
002409.SZ,雅克科技,VAL-ce73a91864b3ced7e55a82aa,2026-08-26,VAL-7475f5a3de234bb1bd64e82f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,42.752016,100.59298,190.875179,52.958333,129.924444,250.104556,-0.21619193260609781,SZSE,6,1,2026-08-26 雅克科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/bbfc9739-35bb-4bc7-9e09-80e489bbbe12.PDF,,0,11,,2.818181818182,,1条相关标题需正文核验,2026-08-28,142.06,VAL-ce73a91864b3ced7e55a82aa,偏贵
002412.SZ,汉森制药,VAL-2b79f5d2e4aa916c9b186d02,2026-08-26,VAL-781f23a7872661a15c684951,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.792676,19.676705,38.791218,6.881225,16.865747,32.584623,0.19886362775009792,SZSE,3,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.13,VAL-2b79f5d2e4aa916c9b186d02,基本合理
002413.SZ,雷科防务,VAL-69fe68c64a5ee5d96f158085,2026-08-26,VAL-67a26bcba395a793f3cb2eb8,2026-08-28,沿用,本周已复核、合理价值不变,2.992139,4.986899,7.480349,2.992139,4.986899,7.480349,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.96,VAL-69fe68c64a5ee5d96f158085,明显偏贵
002414.SZ,高德红外,VAL-ee90659eb562ae14e945d58c,2026-08-26,VAL-a75e8848f9b0b0d1ae2cd557,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.341022,25.01696,46.750444,6.96,16.008,30.3485,0.5829842389411355,SZSE,11,2,2026-08-26 高德红外：2026年半年度报告；2026-08-26 高德红外：关于2026年半年度利润分配预案的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/965bf190-be63-4a98-b646-77c8db4bfea6.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/3a0cc43c-088e-4d5e-92d4-13a27fc60f25.PDF,,0,3,,0.296666666667,,2条相关标题需正文核验,2026-08-28,12.85,VAL-ee90659eb562ae14e945d58c,基本合理
002415.SZ,海康威视,VAL-7cbfca51a433d7573b60e367,2026-08-26,VAL-5d9290f30251a91c1069128d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,34.822488,80.165483,158.040523,33.972694,78.154816,154.076637,0.025510786781941297,SZSE,0,0,,,2026,10,20,1.9410528454160385,1.89175,-0.02540005313738436,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.1,VAL-7cbfca51a433d7573b60e367,基本合理
002428.SZ,云南锗业,VAL-d239d15c1c8db74140c6c05f,2026-08-26,VAL-ce60facd7da725f022bc2f62,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.024552,3.374253,5.398805,3.7752,9.518667,18.390064,-0.5938875422779543,SZSE,5,1,2026-08-28 云南锗业：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/a532e906-5a98-4314-959a-f52f87c00e04.PDF,2026,2,3,0.3123468887800098,0.403333333333,0.29129934640416133,1条相关标题需正文核验；机构EPS变化+29.1%,2026-08-28,99.66,VAL-d239d15c1c8db74140c6c05f,明显偏贵
002429.SZ,兆驰股份,VAL-5d93d6ea922590efa2214517,2026-08-26,VAL-097d7d29115bd57adc43ae01,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.508183,14.76857,29.115181,8.7516,19.8594,39.586404,-0.25634360910139464,SZSE,1,0,,,2026,2,10,0.2979937483416601,0.338888888889,0.13723489427184954,机构EPS变化+13.7%,2026-08-28,8.18,VAL-5d93d6ea922590efa2214517,基本合理
002432.SZ,九安医疗,VAL-3885534ed64b31a0de33684a,2026-08-26,VAL-7d76310d5fafe0ba3f58bf9f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,44.791077,74.651795,119.442873,146.146862,329.546846,636.684507,-0.7489080263386625,SZSE,0,0,,,,0,2,,7.215,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,67.86,VAL-3885534ed64b31a0de33684a,基本合理
002436.SZ,兴森科技,VAL-10389c7d76a1dfa07442b512,2026-08-26,VAL-ea26870d4b57f94abd5b7f78,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.607244,10.606419,20.909797,5.93775,13.474125,26.858422,-0.2162702984642133,SZSE,0,0,,,2026,2,11,0.25681401976362916,0.248,-0.03432063316380296,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.78,VAL-10389c7d76a1dfa07442b512,明显偏贵
002437.SZ,誉衡药业,VAL-11e82749c9c210cb83905c57,2026-08-26,VAL-1b84c093089048619a9ccc1d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.859985,4.162371,8.205816,1.45705,3.571202,6.899563,0.1977036950415374,SZSE,12,4,2026-08-27 誉衡药业：关于回购并注销离职人员已获授但尚未解除限售的限制性股票的公告；2026-08-27 誉衡药业：2026年半年度报告；2026-08-27 誉衡药业：董事会薪酬与考核委员会关于回购并注销离职人员已获授但尚未解除限售的限制性股票相关事项的核查意见；2026-08-27 誉衡药业：2024年限制性股票激励计划之回购注销部分限制性股票事项的法律意见书,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/19178cd4-3c34-4cbc-b7dd-64014caff6be.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/622b73fd-058e-4328-8fe3-220bbd4f3837.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/e4da4484-d696-4e35-9c71-4cd4b7890c59.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/ee93b85b-fcec-49ff-b096-4d3d7305646a.PDF,,0,0,,,,4条相关标题需正文核验,2026-08-28,4.86,VAL-11e82749c9c210cb83905c57,偏贵
002438.SZ,江苏神通,VAL-5447153ebadf7e1a253fc5d2,2026-08-26,VAL-6f171383a24e21f2d639d82d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.386304,19.184355,35.929556,9.153,21.8316,41.48004,-0.11018186453915824,SZSE,0,0,,,,0,5,,0.674,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.75,VAL-5447153ebadf7e1a253fc5d2,基本合理
002439.SZ,启明星辰,VAL-7085b455b3f8c29f5dedd935,2026-08-26,VAL-9e12631b8018a3c5c3b0454c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.076561,13.460936,21.537497,0.40365,0.9558,1.83195,14.842801868402663,SZSE,0,0,,,2026,1,4,0.025590221854056894,0.0225,-0.12075791572580652,机构EPS变化-12.1%,2026-08-28,13.67,VAL-7085b455b3f8c29f5dedd935,偏贵
002443.SZ,金洲管道,VAL-7f0e4c30eeca8cd23e95b622,2026-08-26,VAL-903bf5479a3227fc261c006d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.843012,12.126934,24.098644,7.8585,18.29,35.33628,-0.35101646365948325,SZSE,0,0,,,2026,1,4,0.3880618944121239,0.3875,-0.0014479504950495325,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.96,VAL-7f0e4c30eeca8cd23e95b622,基本合理
002446.SZ,盛路通信,VAL-3be92be2ad0b736e448084f7,2026-08-26,VAL-33ba88361d887ee0a9f852b0,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.004819,2.068745,3.97199,1.004819,2.068745,3.97199,0.0,SZSE,6,2,2026-08-27 盛路通信：关于计提资产减值准备的公告；2026-08-27 盛路通信：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/f212d318-f1f7-4fba-bb2e-1549ebdeda07.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/a59b1d07-c0ed-4030-8cb0-ade1b73cd37c.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,8.33,VAL-3be92be2ad0b736e448084f7,明显偏贵
002448.SZ,中原内配,VAL-c2d75ff00f6c4fe31319b8f0,2026-08-26,VAL-f089fbc0601d36e5f320e9ce,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.266676,31.220154,58.470889,12.6225,30.107,57.2033,0.04112685615324296,SZSE,12,6,2026-08-27 中原内配：北京云嘉律师事务所关于中原内配2026年限制性股票激励计划调整及授予事项的法律意见书；2026-08-27 中原内配：2026年半年度报告；2026-08-27 中原内配：关于向2026年限制性股票激励计划激励对象授予限制性股票的公告；2026-08-27 中原内配：薪酬与考核委员会关于公司2026年限制性股票激励计划授予相关事项的核查意见；2026-08-27 中原内配：关于调整2026年限制性股票激励对象名单及授予数量的公告；2026-08-27 中原内配：2026年限制性股票激励计划激励对象名单（授予日）,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/f421af7a-713d-4370-971f-526f47032205.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/939714ab-cc86-4b6f-8fa4-c40c94327f4d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/5f8c3e6e-aa60-4053-b2c2-7f31b0c7b065.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/7244e956-dc7f-4b25-bf3d-f44218ee230d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/6e0278de-e339-421f-81db-385f0727d356.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/d9f9bbc6-6468-4345-a0b6-1e693091eafd.PDF,2026,3,3,0.9449199274343644,0.923333333333,-0.02284489243440546,6条相关标题需正文核验,2026-08-28,12.18,VAL-c2d75ff00f6c4fe31319b8f0,偏低
002459.SZ,晶澳科技,VAL-8e6ca5548a14bbe046d0ff28,2026-08-26,VAL-a52fef357072151d00412b6e,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.790185,9.006955,14.153786,5.790133,9.006873,14.153657,9.055886035280736e-06,SZSE,9,2,2026-08-28 晶澳科技：关于2026年半年度计提资产减值准备的公告；2026-08-28 晶澳科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/e37f64af-5adf-4f19-b81f-562d8f254b00.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1f643152-34e0-4398-bf54-6d7d9c200c9b.PDF,2026,5,7,0.13838164052801744,-0.352833333333,-3.5497120281759025,2条相关标题需正文核验；机构EPS变化-355.0%,2026-08-28,7.3,VAL-8e6ca5548a14bbe046d0ff28,基本合理
002460.SZ,赣锋锂业,VAL-0b221f4ceccb13f98da2c485,2026-08-26,VAL-dccc586beed2a6bb4361d61f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,45.880506,115.681617,223.496885,39.4875,100.9125,197.7885,0.15072737179487183,SZSE,0,0,,,2026,2,11,3.9214107617754674,3.51,-0.10491396764290928,机构EPS变化-10.5%,2026-08-28,55.0,VAL-0b221f4ceccb13f98da2c485,基本合理
002463.SZ,沪电股份,VAL-074c3f11ae8acf83e19d85d0,2026-08-26,VAL-134a3a3fca7b978bf9f375c7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,65.080044,143.558921,286.160783,67.630263,155.549605,314.555868,-0.06515329151462723,SZSE,13,1,2026-08-26 沪电股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/510ef2bf-102c-47af-aab9-ec715b88b306.PDF,,0,23,,3.103043478261,,1条相关标题需正文核验,2026-08-28,121.7,VAL-074c3f11ae8acf83e19d85d0,基本合理
002465.SZ,海格通信,VAL-33ecc42b6233d2b48740ae37,2026-08-26,VAL-a0fe9caaa5020ed9cab2199b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.02105,6.70175,10.7228,1.404,3.54,6.83928,1.168851132686084,SZSE,0,0,,,,0,4,,0.1,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.1,VAL-33ecc42b6233d2b48740ae37,偏贵
002470.SZ,金正大,VAL-775a785049d297ff1a6aee3a,2026-08-26,VAL-37f0c483a0a21e86bc9bd052,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.583932,0.973221,1.557153,0.583932,0.973221,1.557153,0.0,SZSE,10,2,2026-08-28 金正大：关于2026年半年度计提减值准备及核销坏账的公告；2026-08-28 金正大：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/57a73817-d138-4065-924f-edb5ea130a1b.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/226ac74d-2de4-4e2f-8cc7-24c97bb34bb5.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,2.16,VAL-775a785049d297ff1a6aee3a,明显偏贵
002471.SZ,中超控股,VAL-7a3ab448e499e80acf770b2f,2026-08-26,VAL-b00f4bd45de900c91e490cf2,2026-08-28,沿用,本周已复核、合理价值不变,1.187056,1.978427,3.165484,1.187056,1.978427,3.165484,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.37,VAL-7a3ab448e499e80acf770b2f,明显偏贵
002472.SZ,双环传动,VAL-253c22603a6d1edc479eb6dd,2026-08-26,VAL-8dd5191975b0cc7e5dfabbb3,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,26.050287,55.722539,108.136552,28.325,63.173333,124.3725,-0.10629163047156287,SZSE,6,2,2026-08-26 双环传动：2026年半年度利润分配预案；2026-08-26 双环传动：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/bd96a6d0-db82-4ddf-a28e-6cf5bee72210.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/a31c4ef8-f6e6-4f21-88a3-78e518cf9597.PDF,,0,10,,1.681,,2条相关标题需正文核验,2026-08-28,35.7,VAL-253c22603a6d1edc479eb6dd,基本合理
002475.SZ,立讯精密,VAL-bf0ea8de13bf7d95e4e6acf1,2026-08-26,VAL-b8df5116b1691d1b3caf0254,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,47.467154,104.706956,206.422285,53.602157,123.3985,243.271329,-0.14026245676590898,SZSE,0,0,,,,0,14,,2.881428571429,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,56.6,VAL-bf0ea8de13bf7d95e4e6acf1,基本合理
002483.SZ,润邦股份,VAL-428a06987016182f73ed567c,2026-08-26,VAL-2e841fc7dbecae05b8fedfc1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.622,10.573203,19.802098,5.582788,12.771083,24.265058,-0.1720981911663214,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.39,VAL-428a06987016182f73ed567c,基本合理
002487.SZ,大金重工,VAL-5e396dd24cd3b34a524f1a6e,2026-08-26,VAL-cb8c2f681cdee3326c5e8d83,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,33.044393,74.985353,145.638219,38.444476,87.239387,169.438277,-0.14046446837809246,SZSE,0,0,,,2026,4,21,2.3535892311824216,2.495052631579,0.06010539074633203,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.76,VAL-5e396dd24cd3b34a524f1a6e,基本合理
002490.SZ,山东墨龙,VAL-29e6df29d5e7c0327feb6c4f,2026-08-26,VAL-231e01d50171b10a73327007,2026-08-28,沿用,本周已复核、合理价值不变,0.631363,1.136453,1.894089,0.631363,1.136453,1.894089,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.42,VAL-29e6df29d5e7c0327feb6c4f,明显偏贵
002491.SZ,通鼎互联,VAL-00ca8ed429df23dc639d1870,2026-08-26,VAL-ae3d011796406f00bf654ba7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.260041,9.397149,18.525807,3.955752,8.949665,17.290753,0.05825251520349939,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.23,VAL-00ca8ed429df23dc639d1870,明显偏贵
002497.SZ,雅化集团,VAL-194f4ee5d6f6fc89acbe4a4d,2026-08-26,VAL-688a54994c1ab6b28e3a1b7b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.654981,32.129368,66.507792,32.1516,72.9594,141.703368,-0.564419052240013,SZSE,6,1,2026-08-26 雅化集团：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/d6938c13-b90c-40ef-949e-63c4e908c62e.PDF,,0,4,,2.3025,,1条相关标题需正文核验,2026-08-28,19.3,VAL-194f4ee5d6f6fc89acbe4a4d,基本合理
002498.SZ,汉缆股份,VAL-0c12a7b495b6a5325600809c,2026-08-26,VAL-82449f7172f43a698fac5fef,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.032463,4.670181,9.280584,2.286521,5.043796,9.796172,-0.08562699266621088,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.46,VAL-0c12a7b495b6a5325600809c,偏贵
002519.SZ,银河电子,VAL-a44a88deb1ca63ae1b3b225f,2026-08-26,VAL-2b8058868021e30679b21008,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.972254,3.550058,5.916763,1.968847,3.543925,5.906542,0.0017305268565432907,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.51,VAL-a44a88deb1ca63ae1b3b225f,偏贵
002520.SZ,日发精机,VAL-573af4bbf6c372d0e59cfcca,2026-08-26,VAL-99b47d05c1c6c317a184a0f5,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.373166,0.621944,0.99511,0.355114,0.591857,0.946972,0.05083471405143358,SZSE,6,1,2026-08-26 日发精机：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/78cb3d18-fbe9-4184-bf5d-e267e0074785.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,6.27,VAL-573af4bbf6c372d0e59cfcca,明显偏贵
002527.SZ,新时达,VAL-13ebf3fb7e0013de73f8643c,2026-08-26,VAL-c36b7e415fae896792c713a5,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.875923,3.376662,5.62777,1.875923,3.376662,5.62777,0.0,SZSE,8,2,2026-08-28 新时达：关于2026年半年度计提资产减值准备的公告；2026-08-28 新时达：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/3a452910-825e-4fe2-bab4-71230e40db19.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/22df100e-6082-41d4-85ee-6ed77a364290.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,11.07,VAL-13ebf3fb7e0013de73f8643c,明显偏贵
002536.SZ,飞龙股份,VAL-40c8723427d410b25f761186,2026-08-26,VAL-0bda06967ebf09d3228111b4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.542614,22.55666,44.824595,16.652133,38.756444,74.877451,-0.42068041198747985,SZSE,1,0,,,2026,2,8,0.764632551312742,0.821111111111,0.07386366131195188,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,53.33,VAL-40c8723427d410b25f761186,明显偏贵
002538.SZ,ST司特,VAL-9d86f55dff9f8bef3f36c33c,2026-08-26,VAL-e241edfc3bd22ab121431e06,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.059482,4.955972,9.878904,2.059482,4.955972,9.878904,0.0,SZSE,6,1,2026-08-27 ST司特：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/36f33f8d-46ba-4b69-a386-b7b0706d60d7.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,7.32,VAL-9d86f55dff9f8bef3f36c33c,偏贵
002539.SZ,云图控股,VAL-7a3e5bdab9438b82d280c2e7,2026-08-26,VAL-d3c1340d23900bf9a0788c51,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.867836,25.877192,51.58187,8.91748,22.07544,44.00371,0.1533288247767557,SZSE,4,1,2026-08-26 云图控股：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/fd97f6b6-114d-4be0-b813-dbea35cd66bf.PDF,2026,1,15,1.1500974342839831,1.061333333333,-0.07717963565951702,1条相关标题需正文核验,2026-08-28,13.82,VAL-7a3e5bdab9438b82d280c2e7,基本合理
002544.SZ,普天科技,VAL-dcccf8a3c9998bb6acc78cca,2026-08-26,VAL-dc5c4b884fcf86c8bd657b13,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.911495,8.185825,13.09732,1.6875,3.9375,7.56,1.3284124444444445,SZSE,8,1,2026-08-26 普天科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/72c215da-7104-462e-b906-90db06e91207.PDF,,0,1,,0.09,,1条相关标题需正文核验,2026-08-28,16.2,VAL-dcccf8a3c9998bb6acc78cca,明显偏贵
002545.SZ,东方铁塔,VAL-5004a44c6bb0514b09976ed7,2026-08-26,VAL-60c2892b38d187236e1dd15a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,12.405996,29.854,59.508974,11.313343,28.006457,55.826205,0.0747764739393384,SZSE,5,2,2026-08-26 东方铁塔：关于公司2026年中期利润分配方案的公告；2026-08-26 东方铁塔：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/0f73be49-fb06-471b-97bf-a6c7df8d9f60.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/dbdca33e-8b6a-4f31-99ee-a723da8fd5a2.PDF,,0,8,,1.40625,,2条相关标题需正文核验,2026-08-28,18.15,VAL-5004a44c6bb0514b09976ed7,基本合理
002552.SZ,宝鼎科技,VAL-e23b3a92eced872ef4c933f6,2026-08-26,VAL-dfa3facfc8d479be39cb9df5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.603146,21.96798,41.142889,6.889081,15.759335,29.942736,0.3939661828889047,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,53.19,VAL-e23b3a92eced872ef4c933f6,明显偏贵
002555.SZ,三七互娱,VAL-4e059b7d4c91702b3c97b14e,2026-08-26,VAL-e3c720d46d76fbb2c80c0836,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.459477,35.530766,68.219071,16.821769,37.811477,73.650182,-0.08498493755981473,SZSE,13,3,2026-08-26 三七互娱：关于变更回购股份用途为注销并减少公司注册资本的公告；2026-08-26 三七互娱：2026年半年度报告；2026-08-26 三七互娱：关于2026年半年度利润分配预案的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/561e53e1-d300-4fb1-8e87-a59167243e80.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/e853ef53-7bbf-43b7-8103-71b6948fbbf2.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/4c64e228-63df-4db8-bcf4-b8786bf922a3.PDF,2026,1,22,1.2358527401830293,1.396818181818,0.130246457689718,3条相关标题需正文核验；机构EPS变化+13.0%,2026-08-28,18.27,VAL-4e059b7d4c91702b3c97b14e,基本合理
002556.SZ,辉隆股份,VAL-2bc17eebbd6c2c353f81dafd,2026-08-26,VAL-4fbcbe1c609e6a3a4bf6ccd2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.448545,5.747576,9.196121,1.9734,4.6138,8.988768,0.39605917537041524,SZSE,1,0,,,2026,1,3,0.2250353210368681,0.23,0.02206177652582153,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.4,VAL-2bc17eebbd6c2c353f81dafd,基本合理
002560.SZ,通达股份,VAL-d47d01697a693ea049c2a43c,2026-08-26,VAL-b3ecf9e31cdb65d71bcc0df1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.257842,7.452579,13.957615,5.4675,13.041,24.7779,-0.4213242023934949,SZSE,0,0,,,,0,2,,0.405,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.13,VAL-d47d01697a693ea049c2a43c,基本合理
002574.SZ,明牌珠宝,VAL-42cedd7d29169d63ddb52d8a,2026-08-26,VAL-4ca76b5213889d269b90cf93,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.632389,7.205938,11.323617,4.632389,7.205938,11.323617,0.0,SZSE,8,2,2026-08-27 明牌珠宝：2026年半年度报告；2026-08-27 明牌珠宝：关于计提资产减值准备及核销资产的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/d3dbfa04-ce6a-42b0-a29a-29c2b5e048c0.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/e84b0dc4-8533-4588-aa26-0710079f154c.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,5.25,VAL-42cedd7d29169d63ddb52d8a,基本合理
002588.SZ,史丹利,VAL-de1710a24b3dd8324519f161,2026-08-26,VAL-e6a36243efd9f029d57d2644,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.575096,13.925715,24.708198,8.247301,15.192397,23.439698,-0.12538075362575074,SZSE,0,0,,,2026,3,6,0.8429609866716843,0.94,0.11511684984551995,机构EPS变化+11.5%,2026-08-28,8.16,VAL-de1710a24b3dd8324519f161,基本合理
002594.SZ,比亚迪,VAL-2b2ac93cc2ee8531ec91e413,2026-08-26,VAL-f88a8ee21954a07a46807ee0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,76.481462,168.294872,326.597237,74.683,166.565721,327.926264,0.014622307572772497,SZSE,0,0,,,2026,10,33,4.45696166067451,4.513818181818,0.012756789371817234,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,92.32,VAL-2b2ac93cc2ee8531ec91e413,基本合理
002600.SZ,领益智造,VAL-9983943872906b66de78e44b,2026-08-26,VAL-70e3e76f3006b4c6876144e6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.286116,21.07234,41.542613,8.57844,19.9656,38.573539,0.06356549388243571,SZSE,1,0,,,2026,5,10,0.4251884553060521,0.423,-0.005147024287093682,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.47,VAL-9983943872906b66de78e44b,基本合理
002623.SZ,亚玛顿,VAL-3605ffa2791936ca925fab65,2026-08-26,VAL-63c571b4ab2bcc4ea5677383,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.373668,19.247927,30.246743,12.758216,19.846114,31.18675,-0.03014124197614243,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.16,VAL-3605ffa2791936ca925fab65,基本合理
002625.SZ,光启技术,VAL-6f64ca3152b62d5b2807c68e,2026-08-26,VAL-02cec30b3d7b1ad76c6b2574,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.217788,12.801329,24.227429,9.1875,19.7225,37.8672,-0.34212670356278096,SZSE,7,2,2026-08-26 光启技术：关于2026年上半年度计提信用减值损失的公告；2026-08-26 光启技术：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b8ed5a44-a22c-486d-b6f6-c2141cd4109d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/f173f3ad-1f1d-4f06-aac4-c8cd9edf4c4a.PDF,,0,2,,0.49,,2条相关标题需正文核验,2026-08-28,28.4,VAL-6f64ca3152b62d5b2807c68e,明显偏贵
002627.SZ,三峡旅游,VAL-ba0156122ec0898dd4963006,2026-08-26,VAL-39b036bcc8af817b7d16ef6d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.486609,6.262064,12.56967,3.2877,7.46055,14.490046,-0.186037447956644,SZSE,1,0,,,2026,1,14,0.2277114079680925,0.236428571429,0.03828162821833225,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.24,VAL-ba0156122ec0898dd4963006,偏贵
002632.SZ,道明光学,VAL-7dfdb1c49de9ab78fdc91cfb,2026-08-26,VAL-95d2e16c1f7dd7a6eb3d2d9b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.76266,8.645818,17.18097,6.6378,16.1875,31.9125,-0.45637174538779335,SZSE,0,0,,,,0,2,,0.325,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.47,VAL-7dfdb1c49de9ab78fdc91cfb,基本合理
002635.SZ,安洁科技,VAL-d8c441f7ed894d203614e627,2026-08-26,VAL-e19d0ba446c1f6f50b91b4dc,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.003224,13.338706,21.34193,0.75703,1.712737,3.309007,7.641272638269115,SZSE,13,1,2026-08-26 安洁科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/4b3f01d9-7341-4875-96df-76eadb3925cb.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,15.42,VAL-d8c441f7ed894d203614e627,偏贵
002649.SZ,博彦科技,VAL-bd7b7ecba99f05b12e95f61f,2026-08-26,VAL-c3ec02d05bf927472b9f80a1,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.347758,10.579596,16.927354,5.9202,14.0184,26.8686,-0.151025949665473,SZSE,10,2,2026-08-26 博彦科技：2026年半年度报告；2026-08-26 博彦科技：关于2026年半年度计提信用减值损失及资产减值损失的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/6ac083da-428b-459f-837f-d001fea5862c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/bb496d59-ffd6-4758-9992-7a88fe5a3977.PDF,,0,2,,0.33,,2条相关标题需正文核验,2026-08-28,9.82,VAL-bd7b7ecba99f05b12e95f61f,基本合理
002651.SZ,利君股份,VAL-904522d36d3bda6ebcf060fb,2026-08-26,VAL-8ec56af35f152076452bde6a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.759582,1.563845,3.002583,0.759582,1.563845,3.002583,0.0,SZSE,7,2,2026-08-28 利君股份：关于2026年半年度利润分配预案的公告；2026-08-28 利君股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/3c93975e-c4a2-4d82-9fc6-61a698eaa372.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/0579181b-d52d-44e7-bb94-de1e6a79fca5.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,8.55,VAL-904522d36d3bda6ebcf060fb,明显偏贵
002664.SZ,信质集团,VAL-4bd3eef000c0d2fe4f5d8f04,2026-08-26,VAL-64f26314f6f9ea882ad8d5e2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.881053,11.165808,20.911964,10.8,28.0,53.2,-0.5864211082474227,SZSE,0,0,,,,0,1,,0.8,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.37,VAL-4bd3eef000c0d2fe4f5d8f04,偏贵
002669.SZ,康达新材,VAL-7412462a5a754af15b554c46,2026-08-26,VAL-cd541fb5386156004977777a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.119176,13.53196,21.651136,5.805,15.05,28.595,0.03817482618077195,SZSE,0,0,,,,0,1,,0.43,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.06,VAL-7412462a5a754af15b554c46,基本合理
002683.SZ,广东宏大,VAL-cd95a37dd7b4245e3fa37f29,2026-08-26,VAL-39c35df183cf6c677029cb67,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,31.328197,70.287621,133.024344,32.039062,68.777188,132.0522,0.007930943672275204,SZSE,0,0,,,2026,1,8,1.6065741974049716,1.68,0.045703337395577304,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,30.46,VAL-cd95a37dd7b4245e3fa37f29,偏低
002703.SZ,浙江世宝,VAL-449c532eeaf3f0ca623fc4c5,2026-08-26,VAL-1f82ec9f073692361b2f9aa1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.787205,6.404424,12.726871,4.006607,8.966193,17.676209,-0.29146915083867786,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.64,VAL-449c532eeaf3f0ca623fc4c5,明显偏贵
002708.SZ,光洋股份,VAL-964a27656d9c9ce10d5e53f0,2026-08-26,VAL-1cb5eceb4d873f87deb270be,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.287598,22.649522,44.651914,9.3288,22.75,44.85,-0.004416624063244279,SZSE,0,0,,,2026,1,1,0.5177033490320381,0.52,0.00443622969072166,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.27,VAL-964a27656d9c9ce10d5e53f0,基本合理
002709.SZ,天赐材料,VAL-880f103b64f528896d8e466e,2026-08-26,VAL-75705e600724a433f98d5799,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,31.261681,76.396889,150.61101,45.647344,103.584356,201.183839,-0.27858109235504247,SZSE,1,0,,,2026,6,20,3.0830060166820483,3.210052631579,0.04120868211398432,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,37.15,VAL-880f103b64f528896d8e466e,基本合理
002716.SZ,湖南白银,VAL-40f341ef106617a66cffadac,2026-08-26,VAL-b3784ba8f37ddb84d1c5285b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.384061,3.256615,6.741192,1.660873,4.070768,7.864724,-0.19034077675137007,SZSE,2,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.65,VAL-40f341ef106617a66cffadac,明显偏贵
002721.SZ,金一文化,VAL-af199b29b4385dc0b694c423,2026-08-26,VAL-160f41ea0bc8d68968925d3b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.876566,1.933601,3.811956,0.469589,1.104915,2.160108,0.7847950846742846,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,3.06,VAL-af199b29b4385dc0b694c423,偏贵
002724.SZ,海洋王,VAL-5da0825c1011c312522363bc,2026-08-26,VAL-4c41b7c9fd88bfa063326364,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.165813,5.276355,8.442168,0.082655,0.202586,0.391395,28.596614792403617,SZSE,3,1,2026-08-28 海洋王：关于控股子公司开展应收款项债务重组的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/529dc0bc-c003-462c-a467-9765f6d7a697.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,6.93,VAL-5da0825c1011c312522363bc,偏贵
002738.SZ,中矿资源,VAL-66add67524641ed39ae2912b,2026-08-26,VAL-5c4c3dc9fc6c60820a666234,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,35.624185,89.821663,173.535452,35.701875,91.238125,178.826725,-0.01177053726169841,SZSE,0,0,,,2026,2,18,3.806002655799824,3.896111111111,0.023675352715233355,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,53.43,VAL-66add67524641ed39ae2912b,基本合理
002747.SZ,埃斯顿,VAL-be0c2612e6876ec8e256dfb7,2026-08-26,VAL-1c6eed32ddc01b6d97bcc8da,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.710451,8.184819,16.001321,6.4,14.72,29.194667,-0.4367769886363637,SZSE,0,0,,,,0,5,,0.22,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.49,VAL-be0c2612e6876ec8e256dfb7,明显偏贵
002749.SZ,国光股份,VAL-1f2d4c93ce23728f7a2177f1,2026-08-26,VAL-0f985b0567d456ae4679065e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.604832,16.350424,32.591845,7.2644,17.9832,35.846512,-0.09079453096531953,SZSE,0,0,,,2026,4,6,0.7697939707549052,0.741666666667,-0.03653874303577864,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.74,VAL-1f2d4c93ce23728f7a2177f1,基本合理
002758.SZ,浙农股份,VAL-3cffce66d31fdcf994903a12,2026-08-26,VAL-08553e2d5f9e636eb2b68d7a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.014671,15.024452,24.039123,7.1214,17.6375,34.362,-0.02907144501573178,SZSE,6,1,2026-08-28 浙农股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d7ac7ae6-efd4-4c17-9897-b20262bcd979.PDF,2026,1,1,0.8249767509311863,0.83,0.006088958341121442,1条相关标题需正文核验,2026-08-28,9.11,VAL-3cffce66d31fdcf994903a12,基本合理
002773.SZ,康弘药业,VAL-50da56db16b7bd16579b510f,2026-08-26,VAL-831116030d127654a84d6dc8,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,24.603488,58.149,115.91034,26.662945,65.593125,132.643875,-0.10301308087370287,SZSE,9,1,2026-08-26 康弘药业：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/db1d80b9-55d4-4946-ad5c-faa87b4bbaac.PDF,,0,3,,1.2675,,1条相关标题需正文核验,2026-08-28,20.81,VAL-50da56db16b7bd16579b510f,偏低
002783.SZ,凯龙股份,VAL-52ae2d2473a9db7336c46930,2026-08-26,VAL-98d6c591762a9dfa8c1e0649,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.704783,4.10242,8.17749,1.757196,4.228546,8.428901,-0.029827379796857234,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.05,VAL-52ae2d2473a9db7336c46930,偏贵
002792.SZ,通宇通讯,VAL-4cf3fba6e1f4f80a0142a42e,2026-08-26,VAL-8344e1c0d0f1a147c3759d4f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.816373,8.027289,12.843662,2.97,7.084,14.168,0.2774678734831906,SZSE,17,9,2026-08-26 通宇通讯：第六届董事会薪酬与考核委员会关于2025年股票期权与限制性股票激励计划相关事项的核查意见；2026-08-26 通宇通讯：2026年半年度报告；2026-08-26 通宇通讯：关于2025年股票期权与限制性股票激励计划第一个行权期行权条件成就的公告；2026-08-26 通宇通讯：中国银河证券股份有限公司关于广东通宇通讯股份有限公司2025年股票期权与限制性股票激励计划调整股票期权行权价格及注销部分股票期权、调整回购价格及回购注销部分限制性股票、第一个行权期行权条件及第一个解除限售期解除限售条件成就之独立财务顾问报告；2026-08-26 通宇通讯：关于广东通宇通讯股份有限公司2025年股票期权与限制性股票激励计划调整股票期权行权价格及注销部分股票期权、调整回购价格及回购注销部分限制性股票、第一个行权期行权条件及第一个解除限售期解除限售条件成就的法律意见书；2026-08-26 通宇通讯：关于2026年半年度计提资产减值准备及核销资产的公告；2026-08-26 通宇通讯：关于调整2025年股票期权与限制性股票激励计划回购价格及回购注销部分限制性股票的公告；2026-08-26 通宇通讯：关于2025年股票期权与限制性股票激励计划第一个解除限售期解除限售条件成就的公告；2026-08-26 通宇通讯：关于调整2025年股票期权与限制性股票激励计划股票期权行权价格及注销部分股票期权的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/2303b823-c855-4f64-b52b-382f0bf1e1dd.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/067fd943-7e35-4979-9075-34fbf680e513.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/efb0dd56-ddb8-42cd-ab23-a91bb23ddc27.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b1d19815-4ed6-485c-8781-1495221a08eb.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/ce3d236c-6029-42cd-9eb4-0992f32e14c9.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/4bb4258d-0c96-4174-9a6b-901789389b34.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/676eb66b-6395-4880-8bf7-ec601ab2dd61.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/406df950-adff-4dfe-8148-f895bd5a3f2c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/31dc8651-3033-4353-9c2c-ceaadf2ce709.PDF,,0,2,,0.095,,9条相关标题需正文核验,2026-08-28,30.93,VAL-4cf3fba6e1f4f80a0142a42e,明显偏贵
002812.SZ,恩捷股份,VAL-52a63bfb4333c46d2de52651,2026-08-26,VAL-8be1af7bae801fc375e252de,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,26.956381,67.966943,131.312134,25.731,65.757,128.88372,0.03754944910807989,SZSE,2,0,,,2026,2,20,2.303964167250625,2.308333333333,0.0018963689385798066,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,54.48,VAL-52a63bfb4333c46d2de52651,基本合理
002819.SZ,东方中科,VAL-4af80133a5b1920785451f74,2026-08-26,VAL-3f1a301c302c1c04438b369a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.946716,16.104089,26.840148,8.989465,16.181038,26.968396,-0.004755487007947479,SZSE,4,1,2026-08-26 东方中科：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/de78e09f-64c8-416e-9995-36a5bae7e62d.PDF,,0,1,,-0.03,,1条相关标题需正文核验,2026-08-28,21.2,VAL-4af80133a5b1920785451f74,偏贵
002827.SZ,高争民爆,VAL-d6ba98d87815122d7f16b7be,2026-08-26,VAL-043b47b097f9a6a29746a620,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.298928,16.771433,33.328192,5.474196,13.417146,25.921927,0.2741477550933118,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,58.69,VAL-d6ba98d87815122d7f16b7be,明显偏贵
002829.SZ,星网宇达,VAL-a8de0403840cee1c538b9297,2026-08-26,VAL-d021f3734e3bc734c2b7413b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.127427,14.629369,24.382282,7.450677,13.411219,22.352032,0.09083067042420323,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,20.0,VAL-a8de0403840cee1c538b9297,偏贵
002837.SZ,英维克,VAL-33bcb7a460380f59ee11eade,2026-08-26,VAL-583be09a72ff436711a69069,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,26.792446,64.404917,126.969694,24.23967,56.4158,108.995326,0.13070276572686268,SZSE,0,0,,,2026,1,11,1.2267603323917156,0.986083333333,-0.19618909472682988,机构EPS变化-19.6%,2026-08-28,64.48,VAL-33bcb7a460380f59ee11eade,偏贵
002842.SZ,翔鹭钨业,VAL-a1c242720eb84a93860d74d6,2026-08-26,VAL-2b1fe1a1cc575af441265f78,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.760494,30.313392,59.760687,11.778918,28.869897,55.776641,0.05965908231273165,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.13,VAL-a1c242720eb84a93860d74d6,偏贵
002850.SZ,科达利,VAL-8487501773ae8036e2be0660,2026-08-26,VAL-a5a87fd672aa5b1b6d21747d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,139.461571,306.880473,595.539917,142.514625,317.8508,625.768763,-0.030461412257447362,SZSE,0,0,,,2026,10,26,8.127131157835805,8.054416666667,-0.008947129036879997,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,177.3,VAL-8487501773ae8036e2be0660,基本合理
002851.SZ,麦格米特,VAL-86a24987bf2a2c2e75063f27,2026-08-26,VAL-22b66ea697c83ee1cd7ac8de,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.883889,23.139815,37.023703,29.64936,69.0064,133.320365,-0.6247182729117895,SZSE,9,1,2026-08-28 麦格米特：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b3ca4999-6085-4623-98f6-4449557fc63b.PDF,2026,8,10,1.4978622049729946,1.461,-0.024609877230769128,1条相关标题需正文核验,2026-08-28,125.95,VAL-86a24987bf2a2c2e75063f27,明显偏贵
002859.SZ,洁美科技,VAL-ff9321c582895c52f737d559,2026-08-26,VAL-1d91de5bc158ba546bf04513,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,19.765288,44.851999,88.422513,21.72,49.956,99.912,-0.0984808443551537,SZSE,1,0,,,2026,2,8,0.9050040206311957,1.0,0.10496746666666668,机构EPS变化+10.5%,2026-08-28,65.55,VAL-ff9321c582895c52f737d559,偏贵
002869.SZ,金溢科技,VAL-b8c8184dc7d28bf5d22f60fa,2026-08-26,VAL-a1f5952cbb0e42fad0e0eee5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.581145,22.635242,33.952863,13.67472,22.7912,34.186799,-0.006842909763417393,SZSE,2,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.17,VAL-b8c8184dc7d28bf5d22f60fa,基本合理
002886.SZ,沃特股份,VAL-f8167dbcb3deeb0dfb42400d,2026-08-26,VAL-3a1e6517e953b18eff7e464e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.788993,11.320135,22.495373,6.6976,15.418667,30.3968,-0.2716163175277275,SZSE,0,0,,,2026,2,3,0.383733404218898,0.373333333333,-0.02710233399426798,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.4,VAL-f8167dbcb3deeb0dfb42400d,明显偏贵
002895.SZ,川恒股份,VAL-6c2210b99a564b894e5f7773,2026-08-26,VAL-98ac8006852ff82277a175e8,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,19.716072,47.723005,98.78662,20.046,48.5216,100.439712,-0.016458546018819353,SZSE,1,1,2026-08-26 川恒股份：2026年半年度利润分配实施公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/83eddb9d-80c7-423b-92ad-23a162f13f42.PDF,2026,5,13,2.5277015228429103,2.493846153846,-0.013393736835998427,1条相关标题需正文核验,2026-08-28,33.23,VAL-6c2210b99a564b894e5f7773,基本合理
002896.SZ,中大力德,VAL-717af5433d7eb63017fa63af,2026-08-26,VAL-6ebdf61e5ce9d974795a55ac,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.821017,6.313017,12.445662,8.29725,19.10125,37.65675,-0.6666228443162947,SZSE,5,2,2026-08-26 中大力德：关于计提资产减值准备的公告；2026-08-26 中大力德：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b1ed340e-4527-499c-b0b2-f8a067077738.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/39070283-f197-41e1-8286-766fed83a1a5.PDF,,0,4,,0.4625,,2条相关标题需正文核验,2026-08-28,63.65,VAL-717af5433d7eb63017fa63af,明显偏贵
002906.SZ,华阳集团,VAL-867212f2e1fdeedbb4bccf8e,2026-08-26,VAL-e6a65706de2e573f2d61276a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.58634,53.389185,106.094989,37.1631,86.494,167.106408,-0.38559512555283926,SZSE,3,0,,,2026,6,12,1.8098028949191804,1.815,0.0028716414894736086,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.76,VAL-867212f2e1fdeedbb4bccf8e,基本合理
002907.SZ,华森制药,VAL-cd8f5bfe0dacff00b2506eb3,2026-08-26,VAL-07709d4faba2f0c0035dc9c4,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.038254,9.848028,19.414683,2.07115,5.076347,9.807503,0.9428174646313248,SZSE,2,1,2026-08-26 华森制药：关于公司收到药品再注册批准通知书的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/de673bb8-abb3-4243-bfca-262e3a569720.PDF,2026,1,0,0.22509777229499206,,,1条相关标题需正文核验；当前机构EPS缺失,2026-08-28,15.52,VAL-cd8f5bfe0dacff00b2506eb3,偏贵
002916.SZ,深南电路,VAL-dd2c1c80a171dac2d3d4dd65,2026-08-26,VAL-8a424940f601337358e001e3,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,186.209513,422.552357,842.287698,179.325,412.4475,834.0605,0.028709292844800727,SZSE,22,4,2026-08-27 深南电路：北京市嘉源律师事务所关于深南电路股份有限公司A股限制性股票激励计划（第二期）回购注销部分限制性股票的法律意见书；2026-08-27 深南电路：关于计提资产减值准备的公告；2026-08-27 深南电路：关于回购注销限制性股票激励计划（第二期）部分限制性股票的公告；2026-08-27 深南电路：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/17b9e38a-d7af-41f0-aecc-48b41a068b00.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/e2c97766-fbcf-4ed4-ab0e-99d4aa1f10b9.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/39249d67-b762-42a2-9e4f-c323c0b61919.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/99646b65-8037-44b1-9cd8-61351de243a2.PDF,2026,6,19,7.957671500317774,8.296842105263,0.04262184043808315,4条相关标题需正文核验,2026-08-28,362.4,VAL-dd2c1c80a171dac2d3d4dd65,基本合理
002917.SZ,金奥博,VAL-950f4121df2a66ddb3056cf5,2026-08-26,VAL-43c611d72ae320489a18362b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.685836,17.581978,32.928532,7.71399,17.646382,33.528126,-0.003649709870186313,SZSE,5,1,2026-08-26 金奥博：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/5cda56ca-cab0-492a-8dfe-b0e50f842f20.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,10.4,VAL-950f4121df2a66ddb3056cf5,基本合理
002921.SZ,联诚精密,VAL-725f5efd6644edfe05301f68,2026-08-26,VAL-8bd9d4fd485ca73c80e492c3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.808055,15.8545,26.424166,8.803166,15.845699,26.409498,0.000555400826772301,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.11,VAL-725f5efd6644edfe05301f68,偏贵
002922.SZ,伊戈尔,VAL-c27c28d25cdd7f3bf51c03d7,2026-08-26,VAL-5f8f7c90d3590c95d5e4b41e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.384393,46.256892,91.192159,14.04,31.86,61.8792,0.45187984749455334,SZSE,0,0,,,2026,5,10,0.9333513330728646,0.973333333333,0.04283703129078198,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.66,VAL-c27c28d25cdd7f3bf51c03d7,基本合理
002929.SZ,润建股份,VAL-8df1698b362fe2aa43fba30b,2026-08-26,VAL-ff48b729085e4f4fec4aafaa,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,20.700257,34.500428,55.200685,27.4456,63.877333,123.411008,-0.3955441071959439,SZSE,9,4,2026-08-26 润建股份：关于2026年半年度利润分配方案的公告；2026-08-26 润建股份：关于举行2026年半年度报告网上业绩说明会的公告；2026-08-26 润建股份：2026年半年度报告；2026-08-26 润建股份：关于公司计提及转回资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/9a46b095-905b-424e-ba8b-3208d87e8b6e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/610a378b-d58e-4f43-9210-321295b994a9.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/c96f875e-2132-4bcb-aeef-d45490d401e8.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/e4543e02-636d-4f52-9363-3d1429c2cbdd.PDF,,0,3,,1.353333333333,,4条相关标题需正文核验,2026-08-28,52.09,VAL-8df1698b362fe2aa43fba30b,偏贵
002931.SZ,锋龙股份,VAL-b1bd9a5de28496d3880c5ddb,2026-08-26,VAL-625fb550faf660e3604ab21f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.205311,7.008852,11.214163,0.318407,0.712548,1.404738,9.877451489153259,SZSE,1,1,2026-08-26 锋龙股份：国信证券股份有限公司关于深圳市优必选科技股份有限公司要约收购浙江锋龙电气股份有限公司之2026年半年度持续督导意见,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/ff03a26e-5179-4d39-b6db-b623042c563c.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,45.9,VAL-b1bd9a5de28496d3880c5ddb,明显偏贵
002933.SZ,新兴装备,VAL-3d0774152904981c917b2318,2026-08-26,VAL-f18b235df690fbea97a29b62,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.430123,7.062017,13.365372,1.910553,3.933491,7.552302,0.7953560924592626,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.56,VAL-3d0774152904981c917b2318,明显偏贵
002935.SZ,天奥电子,VAL-a8ad695c973655b74c23e380,2026-08-26,VAL-0387c2bf7b556d23ded2d579,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.938933,8.688822,16.237236,4.00563,8.835949,16.751487,-0.016650911854375505,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.71,VAL-a8ad695c973655b74c23e380,偏贵
002938.SZ,鹏鼎控股,VAL-c0a99392294b45e9a91204c8,2026-08-26,VAL-d89c897d586e545e27e05698,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,48.879822,110.919595,218.670059,54.09963,122.764545,244.71066,-0.09648510219777395,SZSE,0,0,,,2026,8,22,2.238087067191622,2.288590909091,0.02256562876383117,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,89.18,VAL-c0a99392294b45e9a91204c8,基本合理
002943.SZ,宇晶股份,VAL-8d61761be8c8cb87ffebeb10,2026-08-26,VAL-16a7ab5b38c2bcaa6bb2593b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.789979,5.895523,9.264393,2.919105,4.54083,7.13559,0.2983359774582486,SZSE,7,2,2026-08-27 宇晶股份：2026年半年度报告；2026-08-27 宇晶股份：关于2026半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/5550bd7a-302e-4a40-8a17-9f8791e49cd0.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/c60be972-4bba-46ff-bfd2-70a61eaf87d6.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,33.81,VAL-8d61761be8c8cb87ffebeb10,明显偏贵
002957.SZ,科瑞技术,VAL-d49c65429f3b8a788452f607,2026-08-26,VAL-8163b769966687702c7adfe0,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,15.591365,35.893165,70.760811,17.933314,41.738286,80.638368,-0.13720211960128426,SZSE,5,1,2026-08-28 科瑞技术：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1e65740f-3270-4bee-8f25-d7e11b5530c9.PDF,2026,3,7,0.8690839012312481,0.884285714286,0.017491766943577236,1条相关标题需正文核验,2026-08-28,40.8,VAL-d49c65429f3b8a788452f607,偏贵
002965.SZ,祥鑫科技,VAL-38189eb3c5fe2ac658e25def,2026-08-26,VAL-448f2f15f1e59eb4484ebb6a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.205416,23.675693,37.881108,1.645926,3.765191,7.153863,6.000608007551859,SZSE,9,2,2026-08-26 祥鑫科技：2026年半年度报告；2026-08-26 祥鑫科技：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/941e3822-9a99-4dbe-bc48-70a3593f184e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/25b1812c-21a7-417a-ac40-7a6ccda57131.PDF,,0,1,,,,2条相关标题需正文核验,2026-08-28,30.7,VAL-38189eb3c5fe2ac658e25def,偏贵
002967.SZ,广电计量,VAL-fd7afd23ba9e88197fe999d7,2026-08-26,VAL-aa96334b2cccda9d06f15cfe,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,19.58323,44.438869,83.045136,18.847059,43.348235,82.181029,0.02937207757229987,SZSE,6,1,2026-08-27 广电计量：关于2023年股票期权与限制性股票激励计划之限制性股票第一个解除限售期解除限售股份上市的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/f4fcf98f-4575-42e6-959f-eb1e01c1f40a.PDF,2026,3,17,0.7845845431522378,0.780588235294,-0.005093533760149982,1条相关标题需正文核验,2026-08-28,17.21,VAL-fd7afd23ba9e88197fe999d7,偏低
002975.SZ,博杰股份,VAL-8fac1c4b0841db6a27e9618d,2026-08-26,VAL-921c9409b36730dde69922cb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,38.050539,92.793259,182.935282,44.538,101.067,201.46022,-0.10137840046701696,SZSE,0,0,,,2026,1,3,2.120988772776745,1.903333333333,-0.10261979800996113,机构EPS变化-10.3%,2026-08-28,102.88,VAL-8fac1c4b0841db6a27e9618d,偏贵
002977.SZ,ST天箭,VAL-c2f7b4a0c05810c4d8062e94,2026-08-26,VAL-6289aedf19e49433feae0e28,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.080617,12.745111,21.241852,7.080617,12.745111,21.241852,0.0,SZSE,4,1,2026-08-27 *ST天箭：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/9b731680-1801-4efc-9cee-93e0882bf1a1.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,20.97,VAL-c2f7b4a0c05810c4d8062e94,偏贵
002979.SZ,雷赛智能,VAL-ada2e9858ef36a42685cde79,2026-08-26,VAL-c94f4ee3201168d0f059edcc,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,18.902795,43.516468,85.789608,19.226554,44.2618,87.258977,-0.016839167069916505,SZSE,21,13,2026-08-27 雷赛智能：关于2023年员工持股计划延期的公告；2026-08-27 雷赛智能：关于回购注销2025年股票期权与限制性股票激励计划部分第一类限制性股票的公告；2026-08-27 雷赛智能：关于调整2025年股票期权与限制性股票激励计划相关事项的公告；2026-08-27 雷赛智能：广东华商律师事务所关于深圳市雷赛智能控制股份有限公司回购注销2025年股票期权与限制性股票激励计划部分第一类限制性股票的法律意见书；2026-08-27 雷赛智能：广东华商律师事务所关于深圳市雷赛智能控制股份有限公司2025年股票期权与限制性股票激励计划之第一类限制性股票首次授予部分第一个解除限售期解除限售条件成就的法律意见书；2026-08-27 雷赛智能：关于2025年股票期权与限制性股票激励计划之第一类限制性股票首次授予部分第一个解除限售期解除限售条件成就的公告；2026-08-27 雷赛智能：广东华商律师事务所关于深圳市雷赛智能控制公司有限公司注销2025年股票期权与限制性股票激励计划部分股票期权的法律意见书；2026-08-27 雷赛智能：广东华商律师事务所关于深圳市雷赛智能控制股份有限公司2025年股票期权与限制性股票激励计划之股票期权首次授予部分第一个行权期行权条件达成的法律意见书；2026-08-27 雷赛智能：广东华商律师事务所关于深圳市雷赛智能控制股份有限公司调整2025年股票期权与限制性股票激励计划的法律意见书；2026-08-27 雷赛智能：2026年半年度报告；2026-08-27 雷赛智能：董事会薪酬与考核委员会关于公司2025年股票期权与限制性股票激励计划、2022年股票期权激励计划等相关事项的核查意见；2026-08-27 雷赛智能：关于2025年股票期权与限制性股票激励计划之股票期权首次授予部分第一个行权期行权条件达成的公告；2026-08-27 雷赛智能：关于注销2025年股票期权与限制性股票激励计划部分股票期权的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/b9c837d1-70e0-42fe-a1bd-109a8d0a5048.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/472937bc-0d7f-4b0d-8a3d-8c5e0c097651.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/adf22b1a-b5fb-44c7-ba3b-02d93d862103.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/7d6ab7c9-4d9d-4374-b14d-f092bc7cff7c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/57957937-8b19-45c9-9bdb-43542f5f5ee2.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/16e1589e-1b2f-43d2-a4fb-a08ba6de11d6.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/109d211b-2339-4c83-8e58-247aaa23e6cc.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/404b75d9-de0c-4703-87d0-5418f90a43aa.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/360e6a12-7a5a-4c04-bab7-dc621098bd0b.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/6753e6bb-2632-4c96-bfd5-64b8b9ce48be.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/f84f65b7-c45d-4eef-8fe3-bd509c6a62f7.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/6db35039-7281-4f2d-8bb7-3025b1e9b278.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/c983c1a9-2833-4ce7-8d84-03ffd4f3b1ed.PDF,2026,6,8,1.0536674971147575,1.1395,0.08146071044259817,13条相关标题需正文核验,2026-08-28,56.41,VAL-ada2e9858ef36a42685cde79,偏贵
002980.SZ,华盛昌,VAL-edb3bca2a64597ca07e1c69f,2026-08-26,VAL-d146d4c65938cb26ef93dc3f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.545414,25.836924,50.93565,27.5808,68.0,131.376,-0.6088928111085072,SZSE,23,1,2026-08-26 华盛昌：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/e781171f-c062-4205-b6fd-591751ff493e.PDF,,0,1,,1.37,,1条相关标题需正文核验,2026-08-28,100.89,VAL-edb3bca2a64597ca07e1c69f,明显偏贵
002984.SZ,森麒麟,VAL-cb1e48d16fcbe3e7f431ba37,2026-08-26,VAL-b6264686b7f0db2f34774cbc,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,20.337883,43.074592,81.521743,28.6875,61.5825,118.2384,-0.2975243713304532,SZSE,0,0,,,2026,2,13,1.0429683379677808,1.230769230769,0.18006384850296442,机构EPS变化+18.0%,2026-08-28,14.17,VAL-cb1e48d16fcbe3e7f431ba37,偏低
002985.SZ,北摩高科,VAL-85273517744e8b87e928e850,2026-08-26,VAL-2d0901a79b3c2c8559b7ee87,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,17.368046,38.311865,71.595298,18.768,43.1664,81.8363,-0.10098570422899078,SZSE,6,3,2026-08-26 北摩高科：关于2026年半年度计提信用减值损失的公告；2026-08-26 北摩高科：2026年半年度报告；2026-08-26 北摩高科：北京北摩高科摩擦材料股份有限公司回购股份方案,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/0f9e87f3-3784-4c5c-ba9e-5563e49c07f4.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b118a5f7-de37-457c-ba9a-ee00090a97fc.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/bf987d3a-ed13-4df6-8945-483ca6afe104.PDF,,0,5,,0.774,,3条相关标题需正文核验,2026-08-28,26.76,VAL-85273517744e8b87e928e850,基本合理
002999.SZ,天禾股份,VAL-36c2e7caa88d8fa15de36de1,2026-08-26,VAL-9fd0b2191580c163daa039d0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.182685,5.304475,8.48716,1.424083,3.222169,5.753872,0.826668032642224,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.52,VAL-36c2e7caa88d8fa15de36de1,偏贵
003008.SZ,开普检测,VAL-39386b51de1e9c4ae9987231,2026-08-26,VAL-fde773e0ef093461bab44594,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.9101,22.670164,42.457979,14.715,38.15,72.485,-0.38370823796462683,SZSE,1,0,,,,0,1,,1.09,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,20.05,VAL-39386b51de1e9c4ae9987231,基本合理
003009.SZ,中天火箭,VAL-39e00662d3b8916714972e6a,2026-08-26,VAL-f40d790e667de47b1074b18f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.73716,19.561933,31.299094,4.56,11.4,21.6125,0.9610960526315788,SZSE,0,0,,,2026,1,1,0.22517701937528586,0.21,-0.06740039200000003,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,46.98,VAL-39e00662d3b8916714972e6a,明显偏贵
003018.SZ,金富科技,VAL-033ca67e8a167aeb90066858,2026-08-26,VAL-a484b2b4fd7057d808874615,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.52,27.230769,54.112985,17.093143,39.782857,76.86048,-0.31867977705886497,SZSE,0,0,,,2026,5,7,0.9230769230769231,0.842857142857,-0.0869047619049167,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,44.89,VAL-033ca67e8a167aeb90066858,偏贵
003021.SZ,兆威机电,VAL-3abb868d65cf56144fa2c8d4,2026-08-26,VAL-07f8a535f5e0d68537fe0f48,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,25.796811,52.352352,102.348847,40.13,92.299,183.059683,-0.40987878032757175,SZSE,1,0,,,2026,1,4,0.6813228631180824,1.1952,0.7542343941463414,机构EPS变化+75.4%,2026-08-28,70.43,VAL-3abb868d65cf56144fa2c8d4,偏贵
003025.SZ,思进智能,VAL-dd498543bc24517abe200f91,2026-08-26,VAL-4c9d75ebb9d73af24c8b7d89,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.234151,16.62259,33.032411,13.0962,31.9375,62.9625,-0.4702469261908304,SZSE,0,0,,,,0,1,,0.73,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.47,VAL-dd498543bc24517abe200f91,基本合理
003031.SZ,中瓷电子,VAL-80f562aab8130181fddcce76,2026-08-26,VAL-0da2a33e6d16007b44d1e36f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,36.848704,86.702832,169.504037,31.935543,72.25236,139.59156,0.18585298717452847,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,126.65,VAL-80f562aab8130181fddcce76,偏贵
003032.SZ,传智教育,VAL-484b7fd8d013ed6b71747b3d,2026-08-26,VAL-20d937629f8b73eaf33ee133,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.616947,4.361578,6.978525,2.691,6.5625,12.9375,-0.24585021883611602,SZSE,0,0,,,,0,1,,0.15,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.44,VAL-484b7fd8d013ed6b71747b3d,明显偏贵
003033.SZ,征和工业,VAL-b7364ac96ddd5ad14a7cee46,2026-08-26,VAL-c8edf5d770c772831d31fea7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,30.990092,77.599388,154.205505,43.8633,100.9785,199.0719,-0.250289074010403,SZSE,3,1,2026-08-28 征和工业：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/f7772de0-380e-4906-a87b-fed8e53ce8ab.PDF,2026,1,2,2.4831804281345566,2.445,-0.015375615763546846,1条相关标题需正文核验,2026-08-28,68.37,VAL-b7364ac96ddd5ad14a7cee46,基本合理
003040.SZ,楚天龙,VAL-f933035b197c500558787074,2026-08-26,VAL-6b9de2d383510f2374982674,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.703387,4.505646,7.209033,2.80967,4.682784,7.492454,-0.03782752620169583,SZSE,22,1,2026-08-26 楚天龙：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/93a62811-5804-4ee9-93be-685463b7c867.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,18.5,VAL-f933035b197c500558787074,明显偏贵
003816.SZ,中国广核,VAL-acc868c0ae484d5cef233eb4,2026-08-26,VAL-094f875747856bf8fbd817f1,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.752741,6.072223,11.793606,2.9214,6.629331,12.875634,-0.07599072783015237,SZSE,8,1,2026-08-26 中国广核：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/f5bd7adc-d03c-49ab-b370-cd6ddc6c8f04.PDF,,0,15,,0.209333333333,,1条相关标题需正文核验,2026-08-28,4.24,VAL-acc868c0ae484d5cef233eb4,基本合理
03888.HK,金山软件,VAL-99cf8dcc5254c903504ca0de,2026-08-06,,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,22.76815,31.369451,58.185272,,,,,,0,0,,,2026,2,0,1.5410664490311332,,,法定披露索引缺口；当前机构EPS缺失,,,,
09880.HK,优必选,VAL-15c0905479bdb0f27a96dd77,2026-08-04,,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,66.597451,99.896177,149.844266,,,,,,0,0,,,2026,7,0,-0.4036636397277228,,,法定披露索引缺口；当前机构EPS缺失,,,,
300001.SZ,特锐德,VAL-f6f1d977c50ecfb9894c83df,2026-08-26,VAL-2d884102d836441aa227cbdd,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,30.560424,69.348654,136.715919,20.153782,45.733582,88.824779,0.516361741228561,SZSE,0,0,,,2026,2,12,1.3992868107025183,1.435454545455,0.025847263388642627,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.91,VAL-f6f1d977c50ecfb9894c83df,基本合理
300004.SZ,南风股份,VAL-bddcddcc9baca28544617eed,2026-08-26,VAL-dae5a4843f027ea915821d66,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.31877,5.531284,8.850054,4.8672,12.0,23.184,-0.47530983210017075,SZSE,5,1,2026-08-26 南风股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/18874323-3b9e-4e66-99aa-034a6c6946cc.PDF,,0,1,,0.24,,1条相关标题需正文核验,2026-08-28,8.65,VAL-bddcddcc9baca28544617eed,偏贵
300007.SZ,汉威科技,VAL-997fe21e6910a6ba39523f7e,2026-08-26,VAL-9999b8165724cea3a11e1f49,2026-08-28,沿用,本周已复核、合理价值不变,2.701183,6.179176,11.740434,2.701183,6.179176,11.740434,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.18,VAL-997fe21e6910a6ba39523f7e,明显偏贵
300008.SZ,天海防务,VAL-8b90e924deeecbb7e91149ac,2026-08-26,VAL-5f76c0e42ed4283f9543b802,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.84167,11.492862,21.477285,4.84167,11.4,21.6125,0.005717515501792558,SZSE,3,1,2026-08-28 天海防务：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/278cd26f-1f64-42ea-b790-156dc821ba2e.PDF,2026,1,1,0.19154769655147938,0.19,-0.0080799538670695,1条相关标题需正文核验,2026-08-28,6.29,VAL-8b90e924deeecbb7e91149ac,基本合理
300011.SZ,鼎汉技术,VAL-bd64a04990768b385a6a770d,2026-08-26,VAL-d109b8e04be76e03c6cd341c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.495453,4.491815,7.486359,2.496096,4.492972,7.488287,-0.00025754506895614426,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.13,VAL-bd64a04990768b385a6a770d,偏贵
300012.SZ,华测检测,VAL-222cd5537500c1bf2dd29ff5,2026-08-26,VAL-d55938c21185463f0b336427,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.353643,39.379421,73.590292,16.8,38.64,73.255,0.023323665223665246,SZSE,0,0,,,2026,7,18,0.6952581316776045,0.702105263158,0.009848329948869416,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.06,VAL-222cd5537500c1bf2dd29ff5,偏低
300014.SZ,亿纬锂能,VAL-024fd802db112db0b4f5a8a5,2026-08-26,VAL-d992d99ac08b9a1b9b5bb78c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,36.221256,88.517035,174.505011,33.092614,80.8713,159.431991,0.09454200563873227,SZSE,0,0,,,2026,10,22,3.572116007291184,3.327954545455,-0.06835205277147116,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,54.32,VAL-024fd802db112db0b4f5a8a5,基本合理
300017.SZ,网宿科技,VAL-f096c798720fbb1116f47131,2026-08-26,VAL-bd6a74f0203289636655347c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.841071,17.793199,35.078021,6.24312,14.78304,28.33416,0.21916079778713748,SZSE,2,1,2026-08-27 网宿科技：关于2026年半年度权益分派实施后调整回购股份价格上限的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/a98ca560-113f-40cf-a80c-dea0aa82857f.PDF,2026,3,5,0.3590233914339451,0.348,-0.030703825146093044,1条相关标题需正文核验,2026-08-28,15.31,VAL-f096c798720fbb1116f47131,基本合理
300019.SZ,硅宝科技,VAL-28a4c7da08a3088cd531da58,2026-08-26,VAL-0d0133a58c9173d8f7242b45,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.083048,16.275387,32.342449,16.7817,39.058,75.460056,-0.5816876702417814,SZSE,0,0,,,,0,4,,0.8275,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.63,VAL-28a4c7da08a3088cd531da58,基本合理
300034.SZ,钢研高纳,VAL-370c24479a29e23f86425ba8,2026-08-26,VAL-a5768a2e299c81c2fea14556,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.535556,7.799021,14.57442,6.88,15.824,29.999667,-0.500767397815363,SZSE,0,0,,,,0,3,,0.313333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.05,VAL-370c24479a29e23f86425ba8,明显偏贵
300036.SZ,超图软件,VAL-ad4422eda38bae5ea87ad5ae,2026-08-26,VAL-b140a799b288a5bef414e1a7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.53947,7.565784,12.105254,5.44,12.512,23.720667,-0.32568772281639946,SZSE,8,2,2026-08-26 超图软件：2026年半年度报告；2026-08-26 超图软件：关于第二期员工持股计划存续期延期的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/f52bde30-d6a1-4395-90ab-2046890fb4eb.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/269d3da4-ea3d-41c5-a87b-5765aabdf9ee.PDF,,0,3,,0.226666666667,,2条相关标题需正文核验,2026-08-28,10.51,VAL-ad4422eda38bae5ea87ad5ae,偏贵
300042.SZ,朗科科技,VAL-a43914b01ff9c71ec22684f6,2026-08-26,VAL-df612b88d3256c503700ec4c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.030979,13.303631,24.478681,6.030979,13.303631,26.926549,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,39.6,VAL-a43914b01ff9c71ec22684f6,明显偏贵
300045.SZ,华力创通,VAL-0f204387f04ede17613d4177,2026-08-26,VAL-2d5105613315b686da0d566e,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.253201,4.055763,6.759604,2.28924,4.120632,6.86772,-0.015742592051760207,SZSE,7,2,2026-08-26 华力创通：关于2026年半年度计提资产减值准备的公告；2026-08-26 华力创通：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/60d40f9b-e0b8-4a02-934b-a0c59022bb41.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b1511774-f2d7-4c83-afb2-f8780c8111ce.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,12.37,VAL-0f204387f04ede17613d4177,明显偏贵
300046.SZ,台基股份,VAL-dd4b4f508a105be354497acf,2026-08-26,VAL-ac7104591226cd0e381a8265,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.678664,5.908818,11.778245,2.889778,6.37451,12.706524,-0.07305537133560625,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.64,VAL-dd4b4f508a105be354497acf,明显偏贵
300051.SZ,琏升科技,VAL-853a703f0b2f094be3963dbe,2026-08-26,VAL-b50464a5fdc22efdd576ede4,2026-08-28,沿用,本周已复核、合理价值不变,0.231157,0.359577,0.565049,0.231157,0.359577,0.565049,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.4,VAL-853a703f0b2f094be3963dbe,明显偏贵
300053.SZ,航宇微,VAL-4c6f09c14548b309572bea91,2026-08-26,VAL-a997e8926d00963badb62641,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.998138,3.596648,5.994414,2.02938,3.652885,6.088141,-0.015395093329860554,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.12,VAL-4c6f09c14548b309572bea91,明显偏贵
300054.SZ,鼎龙股份,VAL-18a8f90d643fcb719ad127f6,2026-08-26,VAL-92849050c466aebe31825451,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,21.818448,48.12893,94.882748,26.611118,60.386768,120.370958,-0.1959876128484317,SZSE,10,2,2026-08-27 鼎龙股份：关于公司第五期回购股份计划的首次回购公告；2026-08-26 鼎龙股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/93e99e9b-bd71-4807-8a60-a8bcb4214728.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/ce8bb71b-ffa4-4100-8481-135ae4ea33d5.PDF,,0,23,,1.139086956522,,2条相关标题需正文核验,2026-08-28,72.5,VAL-18a8f90d643fcb719ad127f6,偏贵
300058.SZ,蓝色光标,VAL-053930aabd7caf65d09b4674,2026-08-26,VAL-981c4222da2a0fc9b37857ab,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.14325,2.416797,4.80266,1.071797,2.320126,4.535846,0.049565983661775226,SZSE,0,0,,,2026,4,3,0.07450794340702058,0.07,-0.06050285648598108,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.37,VAL-053930aabd7caf65d09b4674,明显偏贵
300065.SZ,海兰信,VAL-b9c8ad471dd6706c110e9d29,2026-08-26,VAL-3d68afe0e7c618895e280bee,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.207508,3.67918,5.886688,1.125,2.625,5.04,0.5697834666666666,SZSE,0,0,,,,0,1,,0.06,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.33,VAL-b9c8ad471dd6706c110e9d29,明显偏贵
300067.SZ,安诺其,VAL-52f4a60d517f394fbf93ecbb,2026-08-26,VAL-93102fb24d7fc4b789901a70,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.939678,3.232796,5.172474,1.939678,3.232796,5.172474,0.0,SZSE,10,1,2026-08-27 安诺其：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/4fc573f8-75f5-4092-bd59-711acb3c7bb9.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,5.53,VAL-52f4a60d517f394fbf93ecbb,明显偏贵
300068.SZ,ST南都,VAL-5052388bf21257ecfcd3fbea,2026-08-26,VAL-2db49bf1e20a15e099390b4d,2026-08-28,沿用,本周已复核、合理价值不变,1.103123,1.838539,2.941663,1.103123,1.838539,2.941663,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.07,VAL-5052388bf21257ecfcd3fbea,明显偏贵
300077.SZ,国民技术,VAL-1d86b804e8076b7510c8c9d7,2026-08-26,VAL-29a5c7688c780030238a50ef,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.713054,4.521756,7.234809,0.468,1.125,2.2425,3.5416258631512862,SZSE,0,0,,,,0,1,,0.02,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,20.29,VAL-1d86b804e8076b7510c8c9d7,明显偏贵
300083.SZ,创世纪,VAL-5b1661bf65ea73997ab933c6,2026-08-26,VAL-26aaee64e76ea17ce0a837aa,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.127342,12.838897,25.513457,6.279,14.455,28.497,-0.13348900356901727,SZSE,8,2,2026-08-26 创世纪：2026年半年度报告；2026-08-26 创世纪：关于2026年半年度计提减值及核销资产的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/4cb8266d-04cc-49e5-97a2-a5961b92cf72.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/6e2bd2fa-594b-41b6-b7d6-85886e8d8ee6.PDF,2026,1,4,0.4108447174675507,0.3975,-0.032481170866227926,2条相关标题需正文核验,2026-08-28,13.37,VAL-5b1661bf65ea73997ab933c6,偏贵
300084.SZ,海默科技,VAL-3a1e40881922b7a9bf57862a,2026-08-26,VAL-e7e66f3e5f54d16d5ab8299c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.484728,4.47251,7.454184,2.484728,4.47251,7.454184,0.0,SZSE,7,1,2026-08-27 海默科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/ccabf6ac-b991-4690-9604-f7199b7cbbfb.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,10.46,VAL-3a1e40881922b7a9bf57862a,明显偏贵
300091.SZ,ST金灵,VAL-156fe0fc422bc3ac5f883495,2026-08-26,VAL-9625e0f0644be9b44454d774,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.457526,0.823546,1.372577,0.45676,0.822168,1.37028,0.001676403988340125,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,2.49,VAL-156fe0fc422bc3ac5f883495,明显偏贵
300092.SZ,科新机电,VAL-0af5ad6840bb1d70caf99b2d,2026-08-26,VAL-6fd1cd1256c8b0453d3f3c1b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.591717,5.928764,11.103729,6.21,16.1,30.59,-0.6180869116987898,SZSE,0,0,,,,0,1,,0.37,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.98,VAL-0af5ad6840bb1d70caf99b2d,明显偏贵
300098.SZ,高新兴,VAL-caf9666bbe6c9d6d9bfd06d3,2026-08-26,VAL-bbc1e5cdec25c54b1c0a6f66,2026-08-28,沿用,本周已复核、合理价值不变,1.828251,3.047084,4.570627,1.828251,3.047084,4.570627,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.67,VAL-caf9666bbe6c9d6d9bfd06d3,明显偏贵
300100.SZ,双林股份,VAL-72f3ce214ee31fcfaae421ab,2026-08-26,VAL-a264edc1bb768e673e8abb4a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.591165,21.416723,40.110462,14.58,34.776,66.0744,-0.39201134613826083,SZSE,0,0,,,2026,1,5,0.6119063621023382,0.9,0.4708132742857145,机构EPS变化+47.1%,2026-08-28,21.52,VAL-72f3ce214ee31fcfaae421ab,偏贵
300101.SZ,振芯科技,VAL-19613940981c18096f23a8bd,2026-08-26,VAL-42183dd190c28cfe5b9eb5ab,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.79302,4.655034,7.448054,0.200534,0.412865,0.7927,11.142266289967866,SZSE,10,4,2026-08-27 振芯科技：北京德恒律师事务所关于成都振芯科技股份有限公司2024年限制性股票激励计划部分限制性股票作废相关事项的法律意见；2026-08-27 振芯科技：关于2026年半年度计提资产减值准备的公告；2026-08-27 振芯科技：2026年半年度报告；2026-08-27 振芯科技：关于作废2024年限制性股票激励计划部分已授予尚未归属限制性股票的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/6dd7ec2a-5c49-4cfc-9b79-0ac4f9364f68.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/331eb180-67df-4932-81de-c5daf5cc005e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/0c386533-0b24-4f9b-a55a-63989c004a05.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/4e17b075-9030-4298-9471-9b40cfd21e99.PDF,,0,0,,,,4条相关标题需正文核验,2026-08-28,14.32,VAL-19613940981c18096f23a8bd,明显偏贵
300102.SZ,乾照光电,VAL-f646507744e894ad72ee14b9,2026-08-26,VAL-164e57981135137bd727676e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.272194,7.120323,11.392517,4.253697,7.089495,11.343192,0.004348423265690959,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.01,VAL-f646507744e894ad72ee14b9,明显偏贵
300112.SZ,万讯自控,VAL-b5459e44c7e446b398f85672,2026-08-26,VAL-9e026450b7bffa96908a9927,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.400079,6.120143,10.200238,3.395076,6.111136,10.185227,0.001473773149599511,SZSE,6,1,2026-08-27 万讯自控：广东信达律师事务所关于深圳万讯自控股份有限公司提前赎回可转换公司债券的法律意见书,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/e0d6ed3c-44bb-4425-a931-7c878814cd8b.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,10.26,VAL-b5459e44c7e446b398f85672,明显偏贵
300115.SZ,长盈精密,VAL-f7a10ea84765993667d0f55e,2026-08-26,VAL-4803d08c6a74779d3e957cce,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.459783,21.089203,39.497064,9.21375,21.9765,41.75535,-0.052621059465698394,SZSE,13,1,2026-08-27 长盈精密：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/1f454f2d-4516-4cca-8a03-3d623f20384c.PDF,2026,1,5,0.6025486558958155,0.6825,0.13268861082317063,1条相关标题需正文核验；机构EPS变化+13.3%,2026-08-28,23.78,VAL-f7a10ea84765993667d0f55e,偏贵
300118.SZ,东方日升,VAL-069bc35af0f280baf7d4bf22,2026-08-26,VAL-5c866d8d0eb2ffe96ec66a7d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.168279,9.5951,15.078014,6.548318,10.186272,16.007,-0.058036139517012364,SZSE,6,1,2026-08-26 东方日升：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b0b59875-2344-4f19-8291-4e59987e7f2e.PDF,,0,3,,-0.43,,1条相关标题需正文核验,2026-08-28,9.84,VAL-069bc35af0f280baf7d4bf22,偏贵
300123.SZ,ST亚光,VAL-74674f05caf0c27157e2e1a3,2026-08-26,VAL-e8bc72670b7bb6cd96c32743,2026-08-28,沿用,本周已复核、合理价值不变,0.305448,0.549806,0.916343,0.305448,0.549806,0.916343,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.51,VAL-74674f05caf0c27157e2e1a3,明显偏贵
300124.SZ,汇川技术,VAL-06addadd711f909d5a825028,2026-08-26,VAL-ae4ab347b95107ee3ebf03ac,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,38.167793,83.986937,162.98715,36.829179,82.140229,161.713575,0.026774294783411756,SZSE,0,0,,,2026,10,13,2.224230334043175,2.216076923077,-0.0036657224035577807,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,62.05,VAL-06addadd711f909d5a825028,基本合理
300136.SZ,信维通信,VAL-61ac37411cc8e90c5867dc61,2026-08-26,VAL-da505fb9334b88fb53ea5c18,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.336852,33.395564,66.363664,27.144,61.596,122.78136,-0.47337822853279243,SZSE,6,2,2026-08-28 信维通信：关于收购参股公司股权暨关联交易的公告；2026-08-28 信维通信：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b0d25dfb-c17c-45ab-88f5-acd1a6850833.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/7b6ba63e-70bb-49d6-aa64-45ae8a25de35.PDF,2026,1,3,1.0686580356069788,1.16,0.08547352038684708,2条相关标题需正文核验,2026-08-28,60.34,VAL-61ac37411cc8e90c5867dc61,偏贵
300139.SZ,晓程科技,VAL-1b2f4ff0d544e88a0f3b83a4,2026-08-26,VAL-ba3f8b821f65283e6a4ffc11,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.348626,12.235418,22.91519,7.028435,16.07812,30.548428,-0.2390019195851567,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,54.98,VAL-1b2f4ff0d544e88a0f3b83a4,明显偏贵
300142.SZ,沃森生物,VAL-9fd1ad3cfca3a6adf1042cb6,2026-08-26,VAL-0bd4af8db7d7a68b08c2f8ab,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.696584,6.034556,11.896695,2.11037,5.172476,9.993224,0.1988637409056846,SZSE,7,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.28,VAL-9fd1ad3cfca3a6adf1042cb6,明显偏贵
300145.SZ,南方泵业,VAL-756b156fdce18857bc644db2,2026-08-26,VAL-1a656b525a839a71016534fd,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.369309,3.132407,5.866551,2.025,5.25,9.975,-0.3812074226804124,SZSE,10,5,2026-08-27 南方泵业：广发证券关于南方泵业股份有限公司2022年限制性股票激励计划第三个解除限售期解除限售条件成就相关事项之独立财务顾问报告；2026-08-27 南方泵业：关于公司2022年限制性股票激励计划第三个解除限售期解除限售条件成就的公告；2026-08-27 南方泵业：关于南方泵业股份有限公司2022年限制性股票激励计划第三个解除限售期解除限售条件成就、回购注销部分限制性股票及调整回购价格相关事项的法律意见书；2026-08-27 南方泵业：南方泵业股份有限公司董事会薪酬与考核委员会关于2022年限制性股票激励计划相关事项的核查意见；2026-08-27 南方泵业：关于回购注销部分限制性股票及调整回购价格的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/c0d16b9b-c79d-45b0-8b1f-ef2a5ff8b30c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/29685bf2-1d5c-4e4e-b612-8d1c4f7a5eee.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/df81749c-3252-4f18-b2cb-75ef26dc2ef3.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/fc67ef5c-03f3-4b4a-8985-c7fe011b52fe.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/d9fd0320-3ea8-4b9a-98ca-0e0f6148d533.PDF,,0,2,,0.17,,5条相关标题需正文核验,2026-08-28,4.61,VAL-756b156fdce18857bc644db2,偏贵
300154.SZ,瑞凌股份,VAL-b4868c8ffa3674efbf4c71e2,2026-08-26,VAL-6fa56cd0f88cca802652df6b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.92515,4.403937,8.247945,1.81482,4.15155,7.887945,0.06079358135683832,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.15,VAL-b4868c8ffa3674efbf4c71e2,明显偏贵
300157.SZ,新锦动力,VAL-5468ccc6ad8a9f3fddaecee2,2026-08-26,VAL-ce827bcbc40bcefc950186f9,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.191195,0.344151,0.573586,0.191195,0.344151,0.573586,0.0,SZSE,9,2,2026-08-27 新锦动力：2026年半年度报告；2026-08-27 新锦动力：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/c41efa9f-c382-4f55-a8c6-7fa1a07f438f.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/ab9fdad8-60fb-4e75-ac15-98e99d9127a0.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,4.11,VAL-5468ccc6ad8a9f3fddaecee2,明显偏贵
300159.SZ,新研股份,VAL-e3dfc9d3c28f52e11778a2a0,2026-08-26,VAL-e672c36756f15627f266445a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.849018,1.528232,2.547053,0.849018,1.528232,2.547053,0.0,SZSE,6,2,2026-08-28 新研股份：关于2026年半年度计提资产减值准备的公告；2026-08-28 新研股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1313ca69-f59b-4c18-88ab-c58f6a2f704c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/8502b210-a369-4a8e-912d-c1ac87e51d6c.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,3.06,VAL-e3dfc9d3c28f52e11778a2a0,明显偏贵
300164.SZ,通源石油,VAL-321f5ee026d49ecc34f0f520,2026-08-26,VAL-5efd976ef033fb6884f3b8d0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.306623,4.151921,6.919868,2.339613,4.211303,7.018838,-0.014100623485326369,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.19,VAL-321f5ee026d49ecc34f0f520,明显偏贵
300165.SZ,天瑞仪器,VAL-5d532421bb31d72fd822b889,2026-08-26,VAL-42900914aaa8de6c193ee8aa,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.130433,3.83478,6.3913,2.130433,3.83478,6.3913,0.0,SZSE,7,2,2026-08-28 天瑞仪器：2026年半年度报告；2026-08-28 天瑞仪器：关于计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/912714d5-f659-4344-9d61-9f672e4bb5d8.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/23d9811b-9b4e-4c43-97a2-a46dbc6501ee.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,5.46,VAL-5d532421bb31d72fd822b889,偏贵
300166.SZ,东方国信,VAL-e8fb73ed6b468045634941ff,2026-08-26,VAL-09f801b5def68f707bedf51f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.507413,7.512356,12.019769,1.4175,3.381,6.4239,1.5049013233302073,SZSE,5,1,2026-08-28 东方国信：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/fb6f2e2f-e94c-477c-b26e-707a8cdf7650.PDF,2026,1,2,0.08518143770930682,0.105,0.23266292309278347,1条相关标题需正文核验；机构EPS变化+23.3%,2026-08-28,12.61,VAL-e8fb73ed6b468045634941ff,明显偏贵
300177.SZ,中海达,VAL-30f21c2098891efb20fbc2f5,2026-08-26,VAL-d21cc7fa9ce64f5f69f4d8f8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.678165,3.020696,5.034494,1.696263,3.053273,5.088789,-0.01066946329072993,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.42,VAL-30f21c2098891efb20fbc2f5,明显偏贵
300185.SZ,通裕重工,VAL-ead18069da3e89a74da59fec,2026-08-26,VAL-e5ffabe81d061934f1f57be7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.684087,2.806811,4.490898,0.256535,0.586846,1.115007,4.32487452290246,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,2.74,VAL-ead18069da3e89a74da59fec,基本合理
300188.SZ,国投智能,VAL-86a770f2b5bc8f98415607bc,2026-08-26,VAL-ee5abe99591d80e3ffe3f851,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.763787,4.974816,8.29136,2.90449,5.228081,8.713469,-0.04844322908462784,SZSE,0,0,,,,0,1,,-0.39,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.49,VAL-86a770f2b5bc8f98415607bc,明显偏贵
300189.SZ,神农种业,VAL-b8ab0ad498b1d7eaf161cd2c,2026-08-26,VAL-9fb26cec87700480290e832c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.602186,1.003644,1.60583,0.013261,0.032503,0.062795,34.08937155843021,SZSE,9,1,2026-08-26 神农种业：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/bafdc0bc-3009-4ce1-8a3a-e9f6fe52ae30.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,6.62,VAL-b8ab0ad498b1d7eaf161cd2c,明显偏贵
300191.SZ,潜能恒信,VAL-e1c740d264c9b9e91a715182,2026-08-26,VAL-77d7a73989080fc57ace7145,2026-08-28,沿用,本周已复核、合理价值不变,9.030053,20.656984,39.248269,9.030053,20.656984,39.248269,0.0,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,38.03,VAL-e1c740d264c9b9e91a715182,偏贵
300200.SZ,高盟新材,VAL-8915fe062d45362a85b26ba9,2026-08-26,VAL-f6c3f19b9fb1939863d6523f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.286895,5.231458,9.797774,5.67,14.7,27.93,-0.6309105056455572,SZSE,1,0,,,,0,1,,0.42,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.6,VAL-8915fe062d45362a85b26ba9,偏贵
300201.SZ,海伦哲,VAL-76bc9099a3037f152d1c8ffe,2026-08-26,VAL-ab47a6483b9f1daf1f7e6d5d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.553796,10.463686,20.793437,7.0668,16.0362,31.145864,-0.3499769726875298,SZSE,1,0,,,,0,6,,0.498333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.99,VAL-76bc9099a3037f152d1c8ffe,偏贵
300207.SZ,欣旺达,VAL-86a84dcc9fa163eba068700d,2026-08-26,VAL-053e7ca0fc1200e73710b376,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,12.999772,31.768673,62.629669,13.674514,33.4176,65.880411,-0.049343059859236815,SZSE,7,2,2026-08-27 欣旺达：2026年半年度报告；2026-08-27 欣旺达：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/8f1098b0-d889-4603-96bc-188b064ceacf.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/30c62824-700d-4833-96f0-11107add3b82.PDF,2026,6,8,1.2820287660667284,1.294285714286,0.009560587518543828,2条相关标题需正文核验,2026-08-28,17.93,VAL-86a84dcc9fa163eba068700d,基本合理
300209.SZ,行云科技,VAL-c0b7be9e0c6089b43f33246e,2026-08-26,VAL-79dc5c64353e3493bda63529,2026-08-28,沿用,本周已复核、合理价值不变,0.910665,1.517776,2.428441,0.910665,1.517776,2.428441,0.0,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.53,VAL-c0b7be9e0c6089b43f33246e,明显偏贵
300213.SZ,佳讯飞鸿,VAL-1a931e3e128c14bf984db760,2026-08-26,VAL-69155ba1201faac2e448dc6f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.452823,6.215081,10.358468,3.445915,6.202648,10.337746,0.0020045472056307023,SZSE,0,0,,,2026,1,1,0.06898122105712005,0.07,0.01476893170731719,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.39,VAL-1a931e3e128c14bf984db760,偏贵
300215.SZ,电科院,VAL-0f1e2cbfb036624727a8fabd,2026-08-26,VAL-f5e01e95956c45c3908ce417,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.410149,0.904741,1.715238,0.410149,0.904741,1.715238,0.0,SZSE,10,2,2026-08-27 电科院：关于2026年半年度利润分配预案的公告；2026-08-27 电科院：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/2c8b1983-5d3a-457e-b9f2-79da22dc8dd6.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/43446034-d02a-4256-a8da-9e2b9660ed3a.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,6.69,VAL-0f1e2cbfb036624727a8fabd,明显偏贵
300223.SZ,北京君正,VAL-e9008dadfc13a1eeb23d919d,2026-08-26,VAL-e8fb40a427eb87aabf9282a1,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,71.018462,161.157279,321.240176,55.575,126.1125,251.38425,0.2778850553835568,SZSE,0,0,,,2026,4,8,3.034977008562239,2.375,-0.2174570043530215,机构EPS变化-21.7%,2026-08-28,135.7,VAL-e9008dadfc13a1eeb23d919d,基本合理
300227.SZ,光韵达,VAL-ccff9ee9b53a0f31849fbfed,2026-08-26,VAL-6b9ccd61e3d7d095ef429baf,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.452988,4.415378,7.358963,2.452988,4.415378,7.358963,0.0,SZSE,11,1,2026-08-28 光韵达：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b6a0c27e-6177-492d-a79b-5953531fa9ad.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,13.09,VAL-ccff9ee9b53a0f31849fbfed,明显偏贵
300228.SZ,富瑞特装,VAL-2e2df2d6aa3b5ca459692f1e,2026-08-26,VAL-11c9c7dce81b85841fea236c,2026-08-28,沿用,本周已复核、合理价值不变,6.121495,14.003421,26.6065,6.121495,14.003421,26.6065,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.51,VAL-2e2df2d6aa3b5ca459692f1e,基本合理
300236.SZ,上海新阳,VAL-be8377e5558310a4c96a778c,2026-08-26,VAL-0f62936fc12924912c36558b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,31.883832,77.175224,150.877564,29.5386,67.0299,132.14466,0.12934399933725804,SZSE,0,0,,,2026,2,4,1.3625569267189634,1.385,0.016471292201405197,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,87.78,VAL-be8377e5558310a4c96a778c,偏贵
300248.SZ,新开普,VAL-1a1a721b06ea7cfff08e30e8,2026-08-26,VAL-0c52d5421fc6fc4a36b6a0ce,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.436006,3.299645,6.557055,4.485,11.25,21.5625,-0.6990371147124246,SZSE,0,0,,,,0,1,,0.25,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.77,VAL-1a1a721b06ea7cfff08e30e8,明显偏贵
300252.SZ,金信诺,VAL-e76f340d11b68bf503c20049,2026-08-26,VAL-b5cf4d5177b5e4266f7190f2,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.737911,6.72824,11.213734,3.325463,5.985834,9.97639,0.12402718976744054,SZSE,9,2,2026-08-26 金信诺：关于2026年半年度计提资产减值损失和信用减值损失的公告；2026-08-26 金信诺：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/1c9ba3fc-0b87-4cc5-a109-04e7cfe2cd67.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/2a5791a2-09b4-44fe-9dae-f95396f554b5.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,11.76,VAL-e76f340d11b68bf503c20049,明显偏贵
300258.SZ,精锻科技,VAL-d4beeecfbba6c3d6728eb1fb,2026-08-26,VAL-324a3cc161265c532f62a767,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.179506,11.965843,19.145349,5.115,11.408,22.4595,0.15870901168068752,SZSE,0,0,,,,0,3,,0.133333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.47,VAL-d4beeecfbba6c3d6728eb1fb,基本合理
300259.SZ,新天科技,VAL-ad59c0b0506181a3237a5627,2026-08-26,VAL-f4ff05c5a2b8e9203ce91756,2026-08-28,沿用,本周已复核、合理价值不变,2.161863,4.945439,9.396334,2.161863,4.945439,9.396334,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.41,VAL-ad59c0b0506181a3237a5627,基本合理
300260.SZ,新莱应材,VAL-29e381013dd7f6117d7c7bc4,2026-08-26,VAL-55b8c9065c2afda8f8b30590,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.013811,29.53134,58.218928,13.923,31.5945,62.97837,-0.06530123578843294,SZSE,0,0,,,2026,2,2,0.5958704675885308,0.595,-0.0014608335802470673,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,59.28,VAL-29e381013dd7f6117d7c7bc4,明显偏贵
300274.SZ,阳光电源,VAL-6e74f118f2739356704d67c1,2026-08-26,VAL-7ac9b1dc4180a4b8a979d45a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,73.511171,179.645643,354.158554,103.65786,235.223605,456.856514,-0.25296352811742007,SZSE,0,0,,,2026,9,28,7.249622409952532,7.339222222222,0.012359238482057,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,97.69,VAL-6e74f118f2739356704d67c1,基本合理
300279.SZ,和晶科技,VAL-f86e79806afa0f672933375e,2026-08-26,VAL-fbbd632d9ca62d4719084cbb,2026-08-28,沿用,本周已复核、合理价值不变,1.924576,2.993785,4.704519,1.924576,2.993785,4.704519,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.75,VAL-f86e79806afa0f672933375e,明显偏贵
300285.SZ,国瓷材料,VAL-a49d72fb0d18a281925b7d05,2026-08-26,VAL-85c23f4d8515ac82b2601fab,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.776726,21.448449,42.284086,17.095158,39.787548,76.869542,-0.46864034562631385,SZSE,0,0,,,2026,9,24,0.8655548591432881,0.84272,-0.026381758362363783,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,68.9,VAL-a49d72fb0d18a281925b7d05,明显偏贵
300289.SZ,利德曼,VAL-e9fed1036c5f24e978f815b3,2026-08-26,VAL-743588f79a902441876b97df,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.005718,5.410293,9.017154,3.005718,5.410293,9.017154,0.0,SZSE,4,1,2026-08-28 利德曼：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b27b5d51-4c09-43dc-ad83-a0d9ec25252c.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,6.1,VAL-e9fed1036c5f24e978f815b3,偏贵
300306.SZ,远方信息,VAL-fa0c332db708b9b585012e2f,2026-08-26,VAL-9d3d3b0a7bcfd8fcd5b65ea9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.919228,6.677973,12.506889,2.866549,6.557466,12.459185,0.01837709299062018,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.55,VAL-fa0c332db708b9b585012e2f,偏贵
300308.SZ,中际旭创,VAL-cfa213e74e72bd6ac139634d,2026-08-26,VAL-65bb8bbade72258a49dc60ea,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,702.717088,1594.627238,3143.693698,572.212513,1331.776657,2572.992502,0.20659526965691732,SZSE,2,0,,,2026,5,29,32.175690838704135,28.225964285714,-0.12275498831680132,机构EPS变化-12.3%,2026-08-28,858.35,VAL-cfa213e74e72bd6ac139634d,基本合理
300313.SZ,天山生物,VAL-4c01894918f3c1ed5477be72,2026-08-26,VAL-d50d99a75e83f9ee866e00e7,2026-08-28,沿用,本周已复核、合理价值不变,0.137902,0.229837,0.36774,0.137902,0.229837,0.36774,0.0,SZSE,7,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.35,VAL-4c01894918f3c1ed5477be72,明显偏贵
300316.SZ,晶盛机电,VAL-e5a53c80f36a7258325da108,2026-08-26,VAL-b72cf50ba52a34ae4838ec3d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.817335,26.816261,52.42579,19.5624,44.3916,86.785578,-0.39591587703662,SZSE,0,0,,,2026,2,8,0.4734509345389579,0.72375,0.5286694928689515,机构EPS变化+52.9%,2026-08-28,43.65,VAL-e5a53c80f36a7258325da108,偏贵
300318.SZ,博晖创新,VAL-9f233275afc8d2561f910332,2026-08-26,VAL-549c57243889a1ddb76f1ff4,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.556814,2.802265,4.670441,1.565728,2.818311,4.697185,-0.005693380008708893,SZSE,4,1,2026-08-26 博晖创新：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/49f5da3d-2430-407c-9d46-f4a9f8e17487.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,5.14,VAL-9f233275afc8d2561f910332,明显偏贵
300319.SZ,麦捷科技,VAL-3f7bad30cbfec92558409a4f,2026-08-26,VAL-c301f27d59c1297bb41fc87b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.170347,15.816943,31.181972,10.998,26.4375,52.69875,-0.38594943302480256,SZSE,0,0,,,,0,1,,0.47,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,20.91,VAL-3f7bad30cbfec92558409a4f,偏贵
300322.SZ,硕贝德,VAL-0f92db104880d6e2007f63ac,2026-08-26,VAL-c1c4c707c286ebda6ac84f36,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.190671,7.038245,13.875398,5.7798,13.452,25.989264,-0.46812487650661927,SZSE,2,0,,,,0,2,,0.285,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.61,VAL-0f92db104880d6e2007f63ac,明显偏贵
300323.SZ,华灿光电,VAL-9eba0125b9c8c4fa6120209d,2026-08-26,VAL-7d60da6376177b3015471ba3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.660485,6.100808,9.761292,3.67828,6.130467,9.808747,-0.004837926801455894,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.81,VAL-9eba0125b9c8c4fa6120209d,明显偏贵
300324.SZ,旋极信息,VAL-80b3d2e5d55fe7e368e7fab0,2026-08-26,VAL-29588bdb7e6f2c1a411feb17,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.368737,2.463726,4.10621,1.432295,2.578132,4.296886,-0.044375324622540235,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,3.53,VAL-80b3d2e5d55fe7e368e7fab0,偏贵
300327.SZ,中颖电子,VAL-eccd2a49ad5af8a2ca532509,2026-08-26,VAL-019f4af2c180412c904c6f48,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.673233,6.115239,11.452968,2.327242,5.323755,10.115135,0.14867016677695744,SZSE,16,4,2026-08-26 中颖电子：关于调整2025年限制性股票激励计划限制性股票授予价格的公告；2026-08-26 中颖电子：上海兰迪律师事务所关于中颖电子股份有限公司调整2025年限制性股票激励计划限制性股票授予价格的法律意见书；2026-08-26 中颖电子：关于2026年半年度计提资产减值准备的公告；2026-08-26 中颖电子：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/67ce8dc8-b329-4f19-965f-b8ab6d764494.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/7f4fb27d-3f4f-44ef-becd-33e760698f24.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/25f8c843-8847-4ec8-ab14-ba44b13ba908.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/bf9492b0-5fe9-4b49-83b2-0313312a78d4.PDF,,0,0,,,,4条相关标题需正文核验,2026-08-28,24.22,VAL-eccd2a49ad5af8a2ca532509,明显偏贵
300339.SZ,润和软件,VAL-d8fca7b38005449b319001dc,2026-08-26,VAL-9a8ffc44c1d3da7a19a5111e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.930818,4.436622,8.816455,4.59264,10.87488,20.84352,-0.588334781529295,SZSE,0,0,,,,0,5,,0.258,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.83,VAL-d8fca7b38005449b319001dc,明显偏贵
300342.SZ,天银机电,VAL-dfc5250fc929ecb0619f4d8d,2026-08-26,VAL-8bb7017f0ac59b8baedd44a7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.848718,1.74736,3.307003,0.639273,1.31615,2.527009,0.3276298785480174,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,32.32,VAL-dfc5250fc929ecb0619f4d8d,明显偏贵
300345.SZ,华民股份,VAL-9c7a049620021367aeb43c16,2026-08-26,VAL-f0ee54523db76771dd883bb4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.530959,0.825935,1.297899,0.623284,0.969553,1.523584,-0.14812752340634971,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.17,VAL-9c7a049620021367aeb43c16,明显偏贵
300346.SZ,南大光电,VAL-d1c209a13da131bd31f541eb,2026-08-26,VAL-5f3a6243f754a3e7693d352a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,12.385755,29.979879,56.88682,12.0,29.44,56.672,0.022336727799227907,SZSE,10,2,2026-08-28 南大光电：关于2026年半年度利润分配方案的公告；2026-08-28 南大光电：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/228b4ff7-db30-4023-8904-012c1bbb7715.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d5508e3c-fd9b-4d50-9ef8-6e15d57c28ee.PDF,2026,2,4,0.6351669180970331,0.6425,0.01154512568906596,2条相关标题需正文核验,2026-08-28,55.66,VAL-d1c209a13da131bd31f541eb,偏贵
300349.SZ,金卡智能,VAL-3718c4d6a2cbc2c2089c6749,2026-08-26,VAL-f0d6b1b4136fa7738c634696,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.497092,19.996006,37.449663,10.395,26.95,51.205,-0.23703044584281685,SZSE,0,0,,,2026,2,2,0.6052059992630197,0.605,-0.0003403787524752788,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.28,VAL-3718c4d6a2cbc2c2089c6749,基本合理
300351.SZ,永贵电器,VAL-fc2e3af879c7f80f6581729e,2026-08-26,VAL-bbd72675ef884fce78ce1ee5,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.742105,9.570174,15.312279,6.9966,17.0625,33.6375,-0.36355561928750457,SZSE,9,4,2026-08-28 永贵电器：关于公司控股子公司近期签订货物买卖合同的公告；2026-08-27 永贵电器：关于公司控股子公司近期收到中标通知书的公告；2026-08-26 永贵电器：2026年半年度报告；2026-08-26 永贵电器：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/2f19322c-9833-4589-aaec-789ac74e0d51.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/649c3c5b-77a3-43dc-9d82-66602ade84f2.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/889fe603-3b89-4486-9934-8a13e4badfb7.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/08b81b2d-4647-4143-96c4-6276e78da5ec.PDF,,0,2,,0.335,,4条相关标题需正文核验,2026-08-28,14.09,VAL-fc2e3af879c7f80f6581729e,偏贵
300353.SZ,东土科技,VAL-6cc2fae3257723507ce001ea,2026-08-26,VAL-10034d7faeb1178c1203415e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.228366,5.38061,8.608976,4.625,9.928333,19.0624,-0.4084533075687885,SZSE,0,0,,,2026,2,2,0.24313177891548887,0.245,0.007683985585284159,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.6,VAL-6cc2fae3257723507ce001ea,明显偏贵
300354.SZ,东华测试,VAL-27579efd47c5e9253e882065,2026-08-26,VAL-7cc2a6bd29a62ab5089d3a35,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.301225,40.370348,75.442088,27.36,62.928,119.301,-0.35017307947900056,SZSE,0,0,,,,0,3,,1.14,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.64,VAL-27579efd47c5e9253e882065,基本合理
300357.SZ,我武生物,VAL-4620dd8089537a09f5db287f,2026-08-26,VAL-f6eee576f1c8a938d54dccda,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,18.666346,45.383835,90.465112,17.92,44.16,89.301333,0.03173616301546378,SZSE,6,1,2026-08-28 我武生物：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/fe73636b-ce8b-4daf-bc1a-0b7257d58ff2.PDF,2026,4,6,0.8546861630607505,0.853333333333,-0.0015828379892168787,1条相关标题需正文核验,2026-08-28,22.91,VAL-4620dd8089537a09f5db287f,基本合理
300369.SZ,绿盟科技,VAL-86a7e976f0bef45918a7f369,2026-08-26,VAL-806304e7883d4706a4a4da90,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.821564,4.702606,7.524169,1.794,4.248,8.142,0.24531115524660718,SZSE,13,7,2026-08-26 绿盟科技：关于2024年限制性股票激励计划第二个归属期归属条件成就的公告；2026-08-26 绿盟科技：北京市金杜律师事务所关于绿盟科技集团股份有限公司2024年限制性股票激励计划第二个归属期归属条件成就及部分限制性股票作废相关事项的法律意见书；2026-08-26 绿盟科技：北京市金杜律师事务所关于绿盟科技集团股份有限公司2023年限制性股票与股票期权激励计划作废限制性股票及注销股票期权相关事项的法律意见书；2026-08-26 绿盟科技：2026年半年度报告；2026-08-26 绿盟科技：董事会薪酬与考核委员会关于股权激励相关事项的核查意见；2026-08-26 绿盟科技：关于作废2023年限制性股票和注销2023年股票期权的公告；2026-08-26 绿盟科技：关于作废部分2024年限制性股票的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/72dc7ef3-799a-4f24-935a-f1be787b84b3.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/e0b0836c-ffae-4862-b909-869fe65a7c8c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/c4b3ead7-d8af-4ddd-bf74-5c3945fc727d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b4b3218e-c360-40a2-a68e-e723dce9b367.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/6ec86800-fa0e-4c5d-80c4-273e4152978d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/9e0c4e54-86f5-46b8-ad15-a8638e7b4bf1.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/c06768e3-691d-4209-b5d2-94b743972532.PDF,,0,2,,0.1,,7条相关标题需正文核验,2026-08-28,7.23,VAL-86a7e976f0bef45918a7f369,偏贵
300371.SZ,汇中股份,VAL-c69be649cb8ae664ccdd4101,2026-08-26,VAL-55d77821bcd86139a0f3b4dc,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.427381,10.127996,19.243193,4.427381,10.127996,19.243193,0.0,SZSE,8,3,2026-08-28 汇中股份：关于2026年半年度计提资产减值损失及信用减值损失的公告；2026-08-28 汇中股份：2026年半年度报告；2026-08-28 汇中股份：关于举行2026年半年度报告网上业绩说明会的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1b7be8e8-8ba1-42ee-878d-6ee21cc2499c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/67b4bf33-cf45-484a-b264-32b03708692a.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/06f92458-93dc-442c-8cc9-1991edce428e.PDF,,0,0,,,,3条相关标题需正文核验,2026-08-28,10.45,VAL-c69be649cb8ae664ccdd4101,偏贵
300373.SZ,扬杰科技,VAL-390e8bd16ab1a7a14e130078,2026-08-26,VAL-40ebcdd622fa59076f02e47a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,75.848436,182.327972,359.446573,64.117667,147.470633,294.941267,0.22018281729188227,SZSE,0,0,,,2026,1,10,3.472913749071734,3.1119,-0.10395125682813999,机构EPS变化-10.4%,2026-08-28,94.43,VAL-390e8bd16ab1a7a14e130078,基本合理
300376.SZ,易事特,VAL-5c4abf03824f7228235dae32,2026-08-26,VAL-ed972904970f7627b6a27501,2026-08-28,沿用,本周已复核、合理价值不变,2.508255,3.90173,6.131289,2.508255,3.90173,6.131289,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.62,VAL-5c4abf03824f7228235dae32,偏贵
300386.SZ,飞天诚信,VAL-7a3848bdc6e824325794223d,2026-08-26,VAL-f39e0b70e24e9733372ece0a,2026-08-28,沿用,本周已复核、合理价值不变,3.015771,5.026286,8.042057,3.015771,5.026286,8.042057,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.2,VAL-7a3848bdc6e824325794223d,明显偏贵
300387.SZ,富邦科技,VAL-6bd597264d2b4ea80f71f5b2,2026-08-26,VAL-132c5eee78116a0bb63d3106,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.971589,8.343674,14.392837,3.874668,7.956908,12.973219,0.04088102886716016,SZSE,0,0,,,,0,3,,0.316666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.94,VAL-6bd597264d2b4ea80f71f5b2,基本合理
300390.SZ,天华新能,VAL-39a054bd5143a008613f188c,2026-08-26,VAL-af9c9aef10f61ac3a4e8ae6a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,61.179358,163.406405,315.701175,64.5,164.833333,323.073333,-0.020701613402182573,SZSE,0,0,,,2026,1,3,5.229004970862573,5.82,0.11302246458563547,机构EPS变化+11.3%,2026-08-28,64.12,VAL-39a054bd5143a008613f188c,基本合理
300393.SZ,中来股份,VAL-745ce79ee4e55c89a709c4f6,2026-08-26,VAL-2bbaa65235d3e20a98d264bd,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.495908,2.326968,3.656664,1.462877,2.275586,3.57592,0.022579600226082075,SZSE,9,2,2026-08-26 中来股份：2026年半年度报告；2026-08-26 中来股份：关于2026年半年度计提信用减值准备、资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/c05c3f5c-2cc7-42ec-bf86-fad17cdf00be.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/235a6ba3-b084-46c9-99fe-0f164f99bd2f.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,6.3,VAL-745ce79ee4e55c89a709c4f6,明显偏贵
300394.SZ,天孚通信,VAL-d5de81ecb5c589be86d7be0c,2026-08-26,VAL-a2d53beea084fecf5ff38ce3,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,102.034035,231.538771,456.462149,74.50872,173.4128,335.03353,0.3454774155950642,SZSE,1,1,2026-08-26 天孚通信：董事会薪酬与考核委员会关于2026年限制性股票激励计划激励对象名单的核查意见及公示情况说明,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/85b36bf4-bafd-4525-bece-e9d16d6fd90b.PDF,2026,7,19,4.671888035795245,3.595666666667,-0.230361121859602,1条相关标题需正文核验；机构EPS变化-23.0%,2026-08-28,263.58,VAL-d5de81ecb5c589be86d7be0c,偏贵
300395.SZ,菲利华,VAL-3dc88d50e38bdb496cf87d9b,2026-08-26,VAL-862572de2aecb921acfd64a9,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,35.222398,79.92775,149.364983,39.28,90.344,171.277167,-0.1116602789606862,SZSE,0,0,,,2026,3,14,1.411153778227434,1.593076923077,0.12891801563829697,机构EPS变化+12.9%,2026-08-28,89.79,VAL-3dc88d50e38bdb496cf87d9b,偏贵
300397.SZ,天和防务,VAL-9f86a8a19feae539e9ef97bd,2026-08-26,VAL-caf0f31c70c050410ee5d4e7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.768453,4.983215,8.305358,2.768453,4.983215,8.305358,0.0,SZSE,5,1,2026-08-27 天和防务：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/7e32ce49-0ae7-419d-a5d5-488a1c1425de.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,11.02,VAL-9f86a8a19feae539e9ef97bd,明显偏贵
300406.SZ,九强生物,VAL-8e160859cbbf4338c1fc60fc,2026-08-26,VAL-bd0e5b161a471cadce0ced6d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.818037,23.104555,43.271531,9.5175,22.701,43.1319,0.021853655508481173,SZSE,2,0,,,2026,2,2,0.6992904085320744,0.695,-0.00613537448780499,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.73,VAL-8e160859cbbf4338c1fc60fc,基本合理
300408.SZ,三环集团,VAL-93d3d7ee0e0817d7883ac7eb,2026-08-26,VAL-c504c52ffe035077ac5c897a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,22.944608,54.236051,107.777881,37.677343,87.690857,169.418736,-0.3843681332267672,SZSE,14,5,2026-08-28 三环集团：2026年A股员工持股计划管理办法；2026-08-28 三环集团：2026年A股员工持股计划（草案）；2026-08-28 三环集团：董事会关于2026年A股员工持股计划草案合规性说明；2026-08-28 三环集团：薪酬与考核委员会关于2026年A股员工持股计划相关事项的审核意见；2026-08-28 三环集团：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/97f750d0-665a-4152-a4db-9dd145a3ff9f.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/05103774-571a-45c7-b7f6-1919fd4e88f4.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/e1f9eeb4-ae23-4b56-90b0-5ee85a822a37.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d913fd6a-7cc8-4eff-ae73-2343337cc99e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/328c12d7-c3e9-4280-a2c2-9a37c15cff4f.PDF,2026,6,15,1.8385102183372628,1.882,0.02365490342613863,5条相关标题需正文核验,2026-08-28,112.24,VAL-93d3d7ee0e0817d7883ac7eb,明显偏贵
300411.SZ,金盾股份,VAL-c564a34fa6b27fd7492bc83d,2026-08-26,VAL-1c5e0241e6b823548684dcdd,2026-08-28,沿用,本周已复核、合理价值不变,2.372541,4.270574,7.117624,2.372541,4.270574,7.117624,0.0,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.98,VAL-c564a34fa6b27fd7492bc83d,明显偏贵
300414.SZ,中光防雷,VAL-7e11dc159bc46b052b48b2a4,2026-08-26,VAL-d379f7a6d7807a93e79a8dde,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.489803,1.120464,2.098469,0.657957,1.505129,2.859746,-0.2555695890038584,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.75,VAL-7e11dc159bc46b052b48b2a4,明显偏贵
300416.SZ,苏试试验,VAL-a6d95c166fa6d8bf4a4788a6,2026-08-26,VAL-676d59544f2bc12fab667f83,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.116927,34.303796,64.105218,14.66,33.718,63.923708,0.021553660754888515,SZSE,0,0,,,2026,5,14,0.6056461091093568,0.61,0.0071888365584416025,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.45,VAL-a6d95c166fa6d8bf4a4788a6,偏低
300417.SZ,南华仪器,VAL-c83d3c091837c42df929954f,2026-08-26,VAL-253209bbce9ace7df2e32448,2026-08-28,沿用,本周已复核、合理价值不变,3.370072,6.06613,10.110217,3.370072,6.06613,10.110217,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.42,VAL-c83d3c091837c42df929954f,明显偏贵
300418.SZ,昆仑万维,VAL-5702f9e96506a31932b86f58,2026-08-26,VAL-4001688b2a797ae8bfe1e3b3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.6112,17.685333,28.296532,10.366135,17.276892,27.643027,0.02364089866135144,SZSE,2,0,,,,0,14,,-0.301428571429,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.4,VAL-5702f9e96506a31932b86f58,明显偏贵
300420.SZ,五洋自控,VAL-e7f46cac85a791dcfab26a3d,2026-08-26,VAL-d1300be3db2f6e2143bb66cd,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.917923,3.196539,5.114462,2.2308,5.5,10.626,-0.338430434107725,SZSE,0,0,,,,0,1,,0.11,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.13,VAL-e7f46cac85a791dcfab26a3d,明显偏贵
300421.SZ,力星股份,VAL-54b9da8276776e7127715c52,2026-08-26,VAL-c69aa1239df0218e7f8890fd,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.932883,6.709209,12.747497,2.932883,6.709209,12.747497,0.0,SZSE,4,1,2026-08-27 力星股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/63f025d6-1715-498e-bc5d-c3ca84f01f98.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,16.48,VAL-54b9da8276776e7127715c52,明显偏贵
300424.SZ,航新科技,VAL-31b58eb05bb19796ba038b91,2026-08-26,VAL-447ee313e478b031ac5a73e6,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.995163,5.391294,8.98549,2.995163,5.391294,8.98549,0.0,SZSE,8,2,2026-08-28 航新科技：2026年半年度报告；2026-08-28 航新科技：关于转回及计提减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/fb115ed0-7502-41b5-96e8-bc9fe2abcd03.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/425b63c5-1284-4cbf-afb6-77522c1fd77b.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,13.18,VAL-31b58eb05bb19796ba038b91,明显偏贵
300428.SZ,立中集团,VAL-9db3fb93ef721daa5c5c1c15,2026-08-26,VAL-f17c59222bf699376d4b1772,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,21.093333,49.638442,92.96571,20.466,48.8152,92.74888,0.020937498195758852,SZSE,6,1,2026-08-27 立中集团：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/9fe3e1a9-8009-4739-b5e6-838faf1c865a.PDF,2026,3,6,1.5023741457057553,1.556,0.03569407424077675,1条相关标题需正文核验,2026-08-28,19.63,VAL-9db3fb93ef721daa5c5c1c15,偏低
300433.SZ,蓝思科技,VAL-a638007bfda968e985a60697,2026-08-26,VAL-b414f9a01f5403ee0aca4fcb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,17.823705,40.4461,79.736597,20.278125,46.639687,93.279375,-0.12923326004741442,SZSE,1,0,,,2026,3,17,0.8161037084587939,0.952352941176,0.16695088051310525,机构EPS变化+16.7%,2026-08-28,38.23,VAL-a638007bfda968e985a60697,基本合理
300435.SZ,中泰股份,VAL-0a0c1309e34e83560027f999,2026-08-26,VAL-87ec9261560c67da30aa8854,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.928063,44.542963,83.422607,19.6452,46.85744,89.029136,-0.04558637070648619,SZSE,0,0,,,2026,3,4,1.348152641990288,1.4212,0.054183299230769366,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.09,VAL-0a0c1309e34e83560027f999,偏低
300438.SZ,鹏辉能源,VAL-4a0d6d671545ec52f16194e5,2026-08-26,VAL-676d67ed234f9b3e44017aa6,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,44.208073,104.498249,207.658921,61.42656,141.4112,278.78208,-0.2668706162008494,SZSE,10,2,2026-08-28 鹏辉能源：2026年半年度报告；2026-08-28 鹏辉能源：关于2026年半年度计提资产减值准备及核销资产的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/a80f1743-c545-4952-81d0-16b68a8f3678.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/0f30c07a-2f51-41c5-a312-f200297b4dc9.PDF,2026,8,12,3.5423135411978017,3.699090909091,0.04425846726153582,2条相关标题需正文核验,2026-08-28,60.86,VAL-4a0d6d671545ec52f16194e5,基本合理
300443.SZ,金雷股份,VAL-20c205d9f21fa99e5100789e,2026-08-26,VAL-600a61835b3d0747d421285e,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,17.652263,40.057058,77.799707,24.96936,56.66124,110.048719,-0.29304303778240015,SZSE,0,0,,,2026,2,10,1.2572836629173083,1.651888888889,0.31385536741651343,机构EPS变化+31.4%,2026-08-28,18.68,VAL-20c205d9f21fa99e5100789e,基本合理
300444.SZ,双杰电气,VAL-c13e9a5e1095dc078fb4205c,2026-08-26,VAL-a61730a4b5a713f3e7b275e8,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.370822,3.95137,6.322192,0.580747,1.28106,2.488104,2.395728988020777,SZSE,8,1,2026-08-27 双杰电气：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/6ab467d3-dc4b-4ded-a520-6816f7bb83fc.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,9.26,VAL-c13e9a5e1095dc078fb4205c,明显偏贵
300445.SZ,康斯特,VAL-c24a309eae02ef39e30b2eb3,2026-08-26,VAL-711bc7679283a73357adb1db,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.66253,19.816245,37.112996,7.979247,18.253179,34.68104,0.0856325297553493,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.78,VAL-c24a309eae02ef39e30b2eb3,基本合理
300446.SZ,航天智造,VAL-59c7d93cb5229583721f551b,2026-08-26,VAL-fa2fe27e64ac3831f9785386,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.693922,39.123024,73.271835,15.39,36.708,69.7452,0.05218906675880075,SZSE,5,0,,,2026,1,4,1.117800683602186,1.14,0.019859816444444345,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.08,VAL-59c7d93cb5229583721f551b,偏低
300447.SZ,全信股份,VAL-f9c37ecba186ff3c7079a9ca,2026-08-26,VAL-56a3cba1ec7b2cd156ca89cf,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.972741,4.351634,8.249973,1.972741,4.351634,8.249973,0.0,SZSE,7,2,2026-08-27 全信股份：2026年半年度报告；2026-08-27 全信股份：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/0b8a8c31-b64a-4f5a-87de-c40dd616c09d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/306afc4d-82aa-4dee-a496-264577c4bc22.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,13.99,VAL-f9c37ecba186ff3c7079a9ca,明显偏贵
300450.SZ,先导智能,VAL-7f64c7252859fc261d9451fd,2026-08-26,VAL-b9310f432913a845c2c3aee9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,44.232675,111.391811,209.619134,40.25,96.983333,185.15,0.13401374577122582,SZSE,0,0,,,2026,1,15,1.6202445164768993,1.533333333333,-0.05364078215359813,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.44,VAL-7f64c7252859fc261d9451fd,偏低
300454.SZ,深信服,VAL-8c3744240bdc8e8a55f2d019,2026-08-26,VAL-5254f00f39e425653ca66d29,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,42.01506,88.956937,175.372248,33.638218,71.233874,136.531592,0.2488736946336494,SZSE,0,0,,,2026,7,20,1.794934167995948,1.4275,-0.2047062084768212,机构EPS变化-20.5%,2026-08-28,124.89,VAL-8c3744240bdc8e8a55f2d019,偏贵
300455.SZ,航天智装,VAL-1407509e67ba8f64d58579d9,2026-08-26,VAL-6f683d5d71ef4efb52029ac5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.325791,4.186424,6.977373,2.325654,4.186177,6.976962,5.896958935203145e-05,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.59,VAL-1407509e67ba8f64d58579d9,明显偏贵
300456.SZ,赛微电子,VAL-96e409f01f5d2513c6776ba5,2026-08-26,VAL-607cc98afda5710e150f71ca,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.046393,16.283507,27.139178,9.046393,16.283507,27.139178,0.0,SZSE,7,1,2026-08-27 赛微电子：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/de5eb84e-16ce-49ce-ad02-7c3b87f9e38f.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,40.4,VAL-96e409f01f5d2513c6776ba5,明显偏贵
300458.SZ,全志科技,VAL-c883e327eaa4675b38c87b19,2026-08-26,VAL-56cf9f67338a5dc5ccdc5777,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,17.04218,37.593045,74.935469,12.753,28.9395,57.68607,0.3104329315824188,SZSE,6,1,2026-08-26 全志科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/e1b18851-6069-4497-895f-d0e8cbce54c2.PDF,,0,2,,0.545,,1条相关标题需正文核验,2026-08-28,31.0,VAL-c883e327eaa4675b38c87b19,基本合理
300470.SZ,中密控股,VAL-b48bfb6b4662b2e5e25fa451,2026-08-26,VAL-fd75a8188dae7474694c8018,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,32.513541,66.939643,126.688055,38.15625,81.90875,157.2648,-0.17167214425519517,SZSE,0,0,,,,0,2,,1.925,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.97,VAL-b48bfb6b4662b2e5e25fa451,偏低
300474.SZ,景嘉微,VAL-c69fd133202ee9774cd073ae,2026-08-26,VAL-f395a7da168e9c2dcb149606,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.669859,19.449765,31.119624,0.32,0.736,1.395333,28.46934090909091,SZSE,2,0,,,,0,4,,0.013333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,50.94,VAL-c69fd133202ee9774cd073ae,明显偏贵
300476.SZ,胜宏科技,VAL-46a6110ada138b72f3a3c61a,2026-08-26,VAL-06d762a829aca99e52d4d40b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,233.796906,530.539133,1057.541338,216.207692,497.277692,1005.606,0.07127077322161379,SZSE,6,1,2026-08-28 胜宏科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/296a3692-b153-48c1-9201-2bbb41886183.PDF,2026,10,13,9.991320764966186,9.609230769231,-0.0382421908697953,1条相关标题需正文核验,2026-08-28,241.6,VAL-46a6110ada138b72f3a3c61a,基本合理
300480.SZ,光力科技,VAL-c21333283afea520036af228,2026-08-26,VAL-c2533556c32c7a144c6c410d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.892195,18.971622,37.816767,6.318,14.337,28.57842,0.30059632050351004,SZSE,0,0,,,2026,1,3,0.3372732880842577,0.29,-0.14016315478991592,机构EPS变化-14.0%,2026-08-28,30.99,VAL-c21333283afea520036af228,偏贵
300488.SZ,恒锋工具,VAL-cd873c2b150321c474d82af7,2026-08-26,VAL-f43d12ea1d22ae4007584a20,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.176166,34.716719,65.019455,13.444603,30.755627,58.435692,0.1287924293606615,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.25,VAL-cd873c2b150321c474d82af7,基本合理
300489.SZ,光智科技,VAL-703237674a5a61df08d71076,2026-08-26,VAL-9c086cba317e231cf090c649,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.717768,7.862946,12.580714,16.0056,42.75,82.593,-0.7858805969133155,SZSE,0,0,,,2026,1,2,1.8086356687577474,1.75,-0.03241983433734941,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,234.09,VAL-703237674a5a61df08d71076,明显偏贵
300496.SZ,中科创达,VAL-9c27bfc2dc75ea5c60e4c8de,2026-08-26,VAL-52005d1a14b263ad31ea801f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.659138,33.533977,62.804348,18.39,43.863556,83.340756,-0.22585763614852783,SZSE,17,2,2026-08-26 中科创达：2026年半年度报告；2026-08-26 中科创达：子公司员工股权激励管理制度（2026年修订）,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/545cc31a-ebb5-48db-bd9e-be713846d281.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/add5ec51-5c35-4de8-8f3b-762373743387.PDF,,0,10,,1.371,,2条相关标题需正文核验,2026-08-28,56.52,VAL-9c27bfc2dc75ea5c60e4c8de,偏贵
300502.SZ,新易盛,VAL-464d44633f551f6c39bf6777,2026-08-26,VAL-0ceef19227db8a3bf1a017c2,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,444.617807,1008.940407,1989.053946,425.3184,965.1456,1923.856896,0.045376373642179946,SZSE,0,0,,,2026,3,18,20.357958175747957,16.981529411765,-0.16585301604584457,机构EPS变化-16.6%,2026-08-28,399.0,VAL-464d44633f551f6c39bf6777,偏低
300503.SZ,昊志机电,VAL-5a2fa0052267b5a21bcc0239,2026-08-26,VAL-2139623fb02857234ae92bfa,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,24.091352,57.911904,114.169182,23.63595,54.41275,107.27085,0.05066780100116963,SZSE,1,1,2026-08-28 昊志机电：回购股份报告书,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/9d54b3d8-04d4-465f-87de-5f6e755bfbb6.PDF,2026,1,4,1.1030838867556563,1.3175,0.19437879187499996,1条相关标题需正文核验；机构EPS变化+19.4%,2026-08-28,67.06,VAL-5a2fa0052267b5a21bcc0239,偏贵
300504.SZ,天邑股份,VAL-0593e07aeb11d0ac78949bac,2026-08-26,VAL-54a767feea34e495a1f664e5,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.183448,14.730206,24.550343,7.733177,13.919719,23.199531,0.05822583731986697,SZSE,6,2,2026-08-26 天邑股份：天邑股份：关于公司2026年4月-6月计提减值准备的公告；2026-08-26 天邑股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/8a8f60b9-8465-48b0-8c7e-0d1b1f77a303.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/23a3bc84-e6e5-4f7d-a4e4-0ca436798c91.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,17.75,VAL-0593e07aeb11d0ac78949bac,偏贵
300505.SZ,川金诺,VAL-0e0c44e641cee68912a89dae,2026-08-26,VAL-3450b67dfb11288ab1771149,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.427601,32.312409,64.409402,15.9588,41.85,83.421,-0.20877080998048747,SZSE,0,0,,,,0,1,,1.86,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.5,VAL-0e0c44e641cee68912a89dae,基本合理
300515.SZ,三德科技,VAL-8a90f9259cbaa5f6258948cf,2026-08-26,VAL-a556d56ce9c5bf5f88db7e87,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.182898,32.444539,60.763986,12.634705,28.90292,54.915548,0.12253497882943454,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.12,VAL-8a90f9259cbaa5f6258948cf,基本合理
300516.SZ,久之洋,VAL-6def96ee7496c1f058f3d72c,2026-08-26,VAL-64e15dc6ee74154dbb57addb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.281573,2.86797,5.653998,1.00297,2.45826,4.749358,0.19886369874293264,SZSE,8,2,2026-08-28 久之洋：关于2026年半年度计提资产减值准备的公告；2026-08-28 久之洋：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/60fb53a5-5b7a-4644-a22f-82ec5e5feac4.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d1de4d94-fd96-4c15-8f7d-c519966253c4.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,32.9,VAL-6def96ee7496c1f058f3d72c,明显偏贵
300520.SZ,科大国创,VAL-7d6a7c499d5eaa3c689a8542,2026-08-26,VAL-664625534efc0c0b4b1d6672,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.628022,10.13044,16.884067,5.859877,10.547778,17.579631,-0.03956647065043717,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,23.63,VAL-7d6a7c499d5eaa3c689a8542,明显偏贵
300525.SZ,博思软件,VAL-4ba45688a2bbd765b1769312,2026-08-26,VAL-b07880c1ed2528daea46416f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.976299,8.771248,16.811559,5.22,13.05,25.375,-0.3022689107827038,SZSE,7,1,2026-08-28 博思软件：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1e0a7f42-210f-40ab-a8e1-c91e9fc9ccc7.PDF,,0,1,,0.29,,1条相关标题需正文核验,2026-08-28,8.16,VAL-4ba45688a2bbd765b1769312,基本合理
300527.SZ,ST应急,VAL-b59b0b33a29ee95c2685cc5f,2026-08-26,VAL-23b623399e1c9dc75d4a7a45,2026-08-28,沿用,本周已复核、合理价值不变,0.373649,0.769277,1.477011,0.373649,0.769277,1.477011,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.29,VAL-b59b0b33a29ee95c2685cc5f,明显偏贵
300548.SZ,长芯博创,VAL-be0d10e0416b621abc9a798c,2026-08-26,VAL-4f937cb8ddd2e20ff8a30fbb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,69.136827,156.887416,309.292334,35.617906,80.583497,155.687315,0.9451076937513399,SZSE,0,0,,,2026,2,1,3.1656056445979415,2.54,-0.19762589369447459,机构EPS变化-19.8%,2026-08-28,212.9,VAL-be0d10e0416b621abc9a798c,偏贵
300552.SZ,万集科技,VAL-6c82a114830348ec078776ae,2026-08-26,VAL-d1f471e0a59b92819b1bb2cd,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.739846,16.233076,24.349615,9.774082,16.290137,24.435205,-0.0035027713663701165,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.24,VAL-6c82a114830348ec078776ae,偏贵
300563.SZ,神宇股份,VAL-3a34474e25873ba07466feff,2026-08-26,VAL-45064cc89d8b5e6041f01dec,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.980914,11.394248,21.339799,6.113811,13.985841,26.573098,-0.18530121815044354,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.62,VAL-3a34474e25873ba07466feff,明显偏贵
300566.SZ,激智科技,VAL-f3beb057e0bf43ed5d9a5bb1,2026-08-26,VAL-92d28ecbca2d2e294be4e00a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.520168,17.864652,35.218886,10.5456,27.3,53.82,-0.3292530703701356,SZSE,0,0,,,,0,1,,1.04,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.89,VAL-f3beb057e0bf43ed5d9a5bb1,偏贵
300567.SZ,精测电子,VAL-388e79a9ba2a755b82d36dca,2026-08-26,VAL-11b28766d9981a0553e6afd7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.94501,35.326747,70.201312,28.186364,63.961364,127.496318,-0.4544438795061774,SZSE,10,1,2026-08-28 精测电子：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/6f463fc5-3006-4662-80ff-f405ac55a704.PDF,2026,8,11,1.1975168576414124,1.204545454545,0.005869309361899999,1条相关标题需正文核验,2026-08-28,215.6,VAL-388e79a9ba2a755b82d36dca,明显偏贵
300569.SZ,天能重工,VAL-159bd102fd7998fd7253d74d,2026-08-26,VAL-43647346a9b0ee1dd5308992,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.573256,3.598951,6.740322,1.636594,3.743843,7.113302,-0.03870131738369953,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.73,VAL-159bd102fd7998fd7253d74d,偏贵
300570.SZ,太辰光,VAL-e2768c624dd4b1f5b253754f,2026-08-26,VAL-68103bcf2415f4374a62f5f5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,49.088512,111.393162,219.603663,48.199766,112.180914,216.733526,0.0006297142523652433,SZSE,1,0,,,2026,6,7,2.2476425036937617,2.376714285714,0.05742540542284735,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,204.3,VAL-e2768c624dd4b1f5b253754f,偏贵
300572.SZ,安车检测,VAL-5926a0a447e5ae65642ac66c,2026-08-26,VAL-fcb237597acdd583f093a6de,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.027175,12.648915,21.081525,7.027175,12.648915,21.081525,0.0,SZSE,5,1,2026-08-27 安车检测：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/dd654173-5816-4055-86e9-7e8a8fd0f699.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,21.94,VAL-5926a0a447e5ae65642ac66c,明显偏贵
300576.SZ,容大感光,VAL-cbecff15bf6814e1c0df6242,2026-08-26,VAL-c829f460c632d7fdcdb1bb08,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.152854,12.124363,23.005979,5.688543,13.384807,25.765754,-0.09416977091072098,SZSE,11,2,2026-08-26 容大感光：2026年半年度报告；2026-08-26 容大感光：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/fc4f52b6-e875-474e-b2b0-339ae16a0078.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/9d5dba9d-521d-4576-809c-08f2d6402f2a.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,29.86,VAL-cbecff15bf6814e1c0df6242,明显偏贵
300580.SZ,贝斯特,VAL-73d44ed84c96b6e0582dbefe,2026-08-26,VAL-2997426cd5fa26ee7b09aba1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.034095,29.128682,55.271674,12.234375,30.015,57.778875,-0.025718676311779598,SZSE,0,0,,,2026,3,6,0.6171330934034003,0.640666666667,0.03813370813387351,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.67,VAL-73d44ed84c96b6e0582dbefe,基本合理
300581.SZ,晨曦航空,VAL-d979c0d9f9b05d1a9c1a2ccf,2026-08-26,VAL-588197c12f3bb95462556d57,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.623154,2.921676,4.869461,1.664394,2.995909,4.993181,-0.02477800263201768,SZSE,11,2,2026-08-26 晨曦航空：西安晨曦航空科技股份有限公司关于2026年半年度计提信用减值损失的公告；2026-08-26 晨曦航空：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/58b437c5-f4d5-47f9-a9ca-feefbd2b1a5b.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/e917acda-328d-4fde-9516-6a8f71543ef1.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,10.25,VAL-d979c0d9f9b05d1a9c1a2ccf,明显偏贵
300589.SZ,江龙船艇,VAL-3ea452796d7ec63a67b47443,2026-08-26,VAL-fb21b6c102bf9289ae478038,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.790018,3.222033,5.370055,1.839762,3.311572,5.519286,-0.027038239027017075,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.41,VAL-3ea452796d7ec63a67b47443,明显偏贵
300598.SZ,诚迈科技,VAL-54c588bdc990dd9d8137009f,2026-08-26,VAL-a0f13ffa4d556f6cdb07f0f9,2026-08-28,沿用,本周已复核、合理价值不变,5.858294,9.763824,15.622118,5.858294,9.763824,15.622118,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.59,VAL-54c588bdc990dd9d8137009f,明显偏贵
300600.SZ,国瑞科技,VAL-612d651e442915e767502cb9,2026-08-26,VAL-c39824caf5a81cf6148cfd06,2026-08-28,沿用,本周已复核、合理价值不变,4.078006,7.340411,12.234018,4.078006,7.340411,12.234018,0.0,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.26,VAL-612d651e442915e767502cb9,偏贵
300601.SZ,康泰生物,VAL-4da460b7c632cb80043a3d0e,2026-08-26,VAL-69d919a7777118d5864e5f15,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.686498,4.112837,8.108164,2.0826,5.251,10.144932,-0.20921034689647655,SZSE,2,0,,,2026,1,5,0.09400770239127527,0.148333333333,0.577884891980581,机构EPS变化+57.8%,2026-08-28,13.0,VAL-4da460b7c632cb80043a3d0e,明显偏贵
300602.SZ,飞荣达,VAL-2cd326d4f21f47cf736e9581,2026-08-26,VAL-fbcec9ec3e5215b14d7af37d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,16.279284,38.480679,76.468806,22.4848,51.762667,102.0464,-0.26246692025197305,SZSE,0,0,,,2026,3,4,1.3044298018446876,1.1675,-0.10497291740118586,机构EPS变化-10.5%,2026-08-28,42.5,VAL-2cd326d4f21f47cf736e9581,偏贵
300604.SZ,长川科技,VAL-d2c931ca9817f999ff4dcef7,2026-08-26,VAL-adb5589a9b92f4e2894cbcf4,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,60.106105,138.371356,272.789245,82.5708,187.3722,373.495252,-0.26474307168550393,SZSE,27,7,2026-08-28 长川科技：2026年半年度报告；2026-08-28 长川科技：国浩律师（杭州）事务所关于杭州长川科技股份有限公司2024年限制性股票激励计划调整授予价格、首次授予部分第二个归属期符合归属条件、预留授予部分第一个归属期符合归属条件及作废部分限制性股票的法律意见书；2026-08-28 长川科技：杭州长川科技股份有限公司2024年限制性股票激励计划首次授予部分第二个归属期及预留部分第一个归属期符合归属条件的公告；2026-08-28 长川科技：杭州长川科技股份有限公司关于调整2024年限制性股票激励计划授予价格的公告；2026-08-28 长川科技：杭州长川科技股份有限公司关于作废2024年限制性股票激励计划部分已授予尚未归属的限制性股票的公告；2026-08-28 长川科技：杭州长川科技股份有限公司2026半年度利润分配预案的公告；2026-08-28 长川科技：杭州长川科技股份有限公司董事会薪酬与考核委员会关于2024年限制性股票激励计划首次授予部分第二个归属期及预留授予部分第一个归属期归属名单的核查意见,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/df60c9ec-07cc-4c91-bfa5-7b40801df61b.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/cb1875ab-95a8-4644-9080-3ac16f2f2b50.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/58d4b595-3df3-43c0-8be3-cf4cd02fd500.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/21010cf4-e8e8-4f2d-a813-2b9933d6a5a4.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/9859b03b-0ad6-43ce-97f6-599ab6a5a1f9.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/0680a8c7-fe10-466f-822a-82c10f3a6f70.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b9838cb9-f9d0-4118-a328-676f9744e676.PDF,2026,6,6,3.3503960309974383,3.528666666667,0.053208824873305804,7条相关标题需正文核验,2026-08-28,277.11,VAL-d2c931ca9817f999ff4dcef7,明显偏贵
300607.SZ,拓斯达,VAL-6ce64d7beb78bb749854a3a5,2026-08-26,VAL-59f41f18e5ba69d21c4814b8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.072736,17.119648,32.484533,6.0,14.72,28.336,0.16758610038610056,SZSE,0,0,,,2026,3,6,0.3627044157010909,0.348333333333,-0.039622022081843955,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.62,VAL-6ce64d7beb78bb749854a3a5,明显偏贵
300613.SZ,富瀚微,VAL-565255455eb98bcf0a748e06,2026-08-26,VAL-5668ac537b094b5ad16216d9,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,22.221399,49.017792,97.708798,52.416,118.944,237.09504,-0.5842717612044819,SZSE,6,1,2026-08-28 富瀚微：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/c3dd3c5a-d9bc-429b-9172-9751fd957632.PDF,,0,2,,2.24,,1条相关标题需正文核验,2026-08-28,73.85,VAL-565255455eb98bcf0a748e06,偏贵
300615.SZ,欣天科技,VAL-10464dfc6486b410359c4503,2026-08-26,VAL-a7f2455fccf79a5251589c80,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.09578,3.492967,5.588748,2.098387,3.497311,5.595698,-0.001242204279072956,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.85,VAL-10464dfc6486b410359c4503,明显偏贵
300620.SZ,光库科技,VAL-62080a19317bcc19c574e6b7,2026-08-26,VAL-b84bd3dd04afa0ae1e246bff,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,21.952272,48.42413,95.464714,27.9864,65.136,125.842752,-0.2442591471010197,SZSE,1,0,,,,0,2,,1.38,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,309.93,VAL-62080a19317bcc19c574e6b7,明显偏贵
300623.SZ,捷捷微电,VAL-fcd2a99c62fe1115c8ec56ec,2026-08-26,VAL-51273f00b0cfc4697a3238c5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.176756,35.684021,71.130148,20.2878,48.76875,97.212375,-0.24901002149687468,SZSE,0,0,,,,0,1,,0.867,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.91,VAL-fcd2a99c62fe1115c8ec56ec,基本合理
300624.SZ,万兴科技,VAL-4fb9aa935b2e4ecf3d3d55bc,2026-08-26,VAL-1beddc600351cba49eb01073,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.477799,7.462998,11.940796,2.4975,5.957,11.3183,0.4123599266662725,SZSE,1,1,2026-08-28 万兴科技：广东崇立律师事务所关于万兴科技集团股份有限公司2026年员工持股计划（草案）的法律意见书,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/39679fc2-46a8-49b1-bab4-80fdfff19b1c.PDF,,0,7,,0.14,,1条相关标题需正文核验,2026-08-28,47.22,VAL-4fb9aa935b2e4ecf3d3d55bc,明显偏贵
300627.SZ,华测导航,VAL-42ebe65d4313e20a05124483,2026-08-26,VAL-fadd022940916ac6ed34345e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,24.440036,55.460082,103.641029,24.624,56.6352,107.3709,-0.016725269261818942,SZSE,0,0,,,2026,2,7,0.9791681176008639,1.008333333333,0.029785708100459996,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.75,VAL-42ebe65d4313e20a05124483,基本合理
300628.SZ,亿联网络,VAL-4665f664387b512f5987cc78,2026-08-26,VAL-6342ce1be14337337bbb83ea,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,34.547733,81.300362,152.263964,32.319,77.0868,146.46492,0.0588844010098184,SZSE,0,0,,,2026,4,9,2.460664717335498,2.483333333333,0.009212395267750306,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.2,VAL-4665f664387b512f5987cc78,基本合理
300629.SZ,新劲刚,VAL-202b2ae5ea3d52837cb4cedf,2026-08-26,VAL-3ae6ac97032a08762c2327fa,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.928098,26.311981,49.883131,11.928098,26.311981,49.883131,0.0,SZSE,19,8,2026-08-28 新劲刚：创业板上市公司股权激励计划自查表；2026-08-28 新劲刚：关于公司2026年半年度利润分配预案的公告；2026-08-28 新劲刚：北京市嘉源律师事务所关于广东新劲刚科技股份有限公司2026年限制性股票激励计划的法律意见书；2026-08-28 新劲刚：董事会薪酬与考核委员会关于公司2026年限制性股票激励计划相关事项的核查意见；2026-08-28 新劲刚：2026年限制性股票激励计划实施考核管理办法；2026-08-28 新劲刚：2026年限制性股票激励计划（草案）；2026-08-28 新劲刚：2026年半年度报告；2026-08-28 新劲刚：关于2026年第二季度计提减值损失和核销坏账的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/df5ff101-0dba-4cfc-a376-ebf350605239.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/ee36b817-7d43-4b78-a937-c5ac47265d97.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/104fbcd0-471e-44af-ba4f-922289ec5176.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/5c0e6d30-f08b-40a9-9193-738de74055a4.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/4cef53ce-f6f0-4ecc-9f75-9a876075ddaa.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/22b03c33-7160-4fee-b312-9e7a2ef44558.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/7855a09f-62eb-4141-831a-3be3e98d5f73.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/a3c02822-f1d9-4c24-9c21-7b465026797e.PDF,,0,0,,,,8条相关标题需正文核验,2026-08-28,17.94,VAL-202b2ae5ea3d52837cb4cedf,基本合理
300634.SZ,彩讯股份,VAL-399f2fd803c171f546ff556a,2026-08-26,VAL-0b932726cb270ff1a6451e39,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,15.876212,36.026789,71.024242,13.734067,32.5208,62.331533,0.12210896639266089,SZSE,6,1,2026-08-28 彩讯股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/44a1ac0a-3668-4571-b424-d8bd1d87182b.PDF,2026,3,9,0.7269327935118589,0.765555555556,0.053131131775679075,1条相关标题需正文核验,2026-08-28,19.55,VAL-399f2fd803c171f546ff556a,基本合理
300644.SZ,南京聚隆,VAL-5536b410d1901fba2196307d,2026-08-26,VAL-8c47c8538d086d33c56c07e0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.428838,22.398822,44.157678,21.714931,48.594795,95.801168,-0.5473220874164693,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,20.8,VAL-5536b410d1901fba2196307d,基本合理
300654.SZ,世纪天鸿,VAL-4d833dc530dfac6fbd467e94,2026-08-26,VAL-f2e4aa033cbd28c52903d675,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.44473,1.021897,2.030714,1.3754,3.2568,6.2422,-0.6833843530072103,SZSE,6,1,2026-08-26 世纪天鸿：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/d4aaa2d8-e92a-4506-8c87-ff245fc53650.PDF,,0,3,,0.0775,,1条相关标题需正文核验,2026-08-28,9.76,VAL-4d833dc530dfac6fbd467e94,明显偏贵
300655.SZ,晶瑞电材,VAL-b317f3e60e8fde9daa736721,2026-08-26,VAL-2c54656e4ca949710d943983,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.882803,4.272514,8.422955,2.6208,5.9472,11.72448,-0.2815923202614379,SZSE,12,1,2026-08-27 晶瑞电材：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/fdd26c9e-f6a9-4915-9d47-97292c927dfb.PDF,2026,2,3,0.08620890860176898,0.133333333333,0.5466305686447819,1条相关标题需正文核验；机构EPS变化+54.7%,2026-08-28,13.21,VAL-b317f3e60e8fde9daa736721,明显偏贵
300657.SZ,弘信电子,VAL-f5e0ae3658914bb730d5636f,2026-08-26,VAL-e58199f86d3c2920cfc54c3f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.758742,33.073898,65.202828,14.2974,33.276,64.289232,-0.01557088625156089,SZSE,3,0,,,2026,1,2,0.6299790153161079,0.705,0.11908489467105254,机构EPS变化+11.9%,2026-08-28,34.73,VAL-f5e0ae3658914bb730d5636f,偏贵
300660.SZ,江苏雷利,VAL-1b769d1f68e081e4b8f1afc2,2026-08-26,VAL-092bec48510b5437ea92283a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.940778,25.743007,48.847357,12.75,34.0,65.45,-0.21532010695187165,SZSE,0,0,,,,0,1,,0.68,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.13,VAL-1b769d1f68e081e4b8f1afc2,基本合理
300661.SZ,圣邦股份,VAL-ef6146001414dc50955275b3,2026-08-26,VAL-43c5f9d1d6002d577cff9f1b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,32.409222,73.544004,146.597715,30.994364,70.333364,140.197838,0.045648886946325185,SZSE,0,0,,,2026,4,11,1.385009493746589,1.324545454545,-0.04365604674523049,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,114.5,VAL-ef6146001414dc50955275b3,偏贵
300663.SZ,科蓝软件,VAL-5a5ecee92c2c443e6c49d5b5,2026-08-26,VAL-e6ff527dfedcc43fb2a9a75c,2026-08-28,沿用,本周已复核、合理价值不变,0.785236,1.413426,2.355709,0.785236,1.413426,2.355709,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.51,VAL-5a5ecee92c2c443e6c49d5b5,明显偏贵
300666.SZ,江丰电子,VAL-33cd0ccf3fceba2caa72a7e7,2026-08-26,VAL-538471d577148c6d95c20487,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,76.224137,183.231098,361.227021,73.40424,166.57116,332.031846,0.08117429953236899,SZSE,1,0,,,2026,1,16,3.4901161474848155,3.165875,-0.09290268110947619,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,239.82,VAL-33cd0ccf3fceba2caa72a7e7,偏贵
300667.SZ,必创科技,VAL-885cd0e5eac6ff9ece7596b1,2026-08-26,VAL-daa3db6a405ac904160df328,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.086233,9.15522,15.2587,5.050195,9.090351,15.150585,0.007136004507888094,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.58,VAL-885cd0e5eac6ff9ece7596b1,偏贵
300671.SZ,富满微,VAL-1d6e4aa074b4b8ce861b3d88,2026-08-26,VAL-b8e9d7bf89e1bf11a8e807eb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.567867,13.62216,22.703601,7.567867,13.62216,22.703601,0.0,SZSE,7,4,2026-08-28 富满微：关于2023年限制性股票激励计划第二个归属期归属条件成就的公告；2026-08-28 富满微：北京德恒（深圳）律师事务所关于富满微电子集团股份有限公司2023年限制性股票激励计划第二个归属期归属条件成就及作废部分已获授但尚未归属的限制性股票的法律意见；2026-08-28 富满微：董事会薪酬与考核委员会关于公司2023年限制性股票激励计划相关事项的核查意见；2026-08-28 富满微：关于作废2023年限制性股票激励计划部分已获授但尚未归属的限制性股票的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/7df10f3b-e347-4619-a073-127461b7cc06.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1a9d4ff8-0cf5-4d32-b517-891c71aed144.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/f8d1f72a-8acd-4dc3-a1fa-ca51e88158de.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d30eb316-8f2f-43e3-8470-b6ad77c6c758.PDF,,0,0,,,,4条相关标题需正文核验,2026-08-28,55.71,VAL-1d6e4aa074b4b8ce861b3d88,明显偏贵
300672.SZ,国科微,VAL-992cc148845a275d850c4a31,2026-08-26,VAL-6b07698431440dcc4d0aa939,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,15.986647,26.644412,42.631059,25.893,61.7596,117.34324,-0.513636115756977,SZSE,0,0,,,2026,1,5,1.501595200776452,1.918,0.2773082912147238,机构EPS变化+27.7%,2026-08-28,168.18,VAL-992cc148845a275d850c4a31,明显偏贵
300674.SZ,宇信科技,VAL-d90f876912d60a3cf7b03f00,2026-08-26,VAL-9a3b53fa6479aa64ba3932eb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.567131,19.598012,36.704276,9.675,23.076667,43.845667,-0.1400394062384671,SZSE,5,1,2026-08-26 宇信科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/b4eaf086-e38e-4fa0-8ae6-f9ee4b41c724.PDF,,0,5,,0.716666666667,,1条相关标题需正文核验,2026-08-28,17.11,VAL-d90f876912d60a3cf7b03f00,基本合理
300679.SZ,电连技术,VAL-c5becf254ecf6608c77ec4a8,2026-08-26,VAL-c9b26d7ee82f175764067098,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.010546,40.090509,79.667859,27.0231,62.894,121.511208,-0.3760802450256959,SZSE,0,0,,,2026,1,9,1.2828962854856174,1.30125,0.014306467889908303,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,50.29,VAL-c5becf254ecf6608c77ec4a8,偏贵
300680.SZ,隆盛科技,VAL-d911f7cabf43b119e7e09853,2026-08-26,VAL-5a428a685c289213518521e0,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,18.496718,43.527888,81.521516,16.84125,40.1695,76.32205,0.0879457996956714,SZSE,16,5,2026-08-27 隆盛科技：可转换公司债券持有人会议规则；2026-08-27 隆盛科技：向不特定对象发行可转换公司债券方案论证分析报告；2026-08-27 隆盛科技：向不特定对象发行可转换公司债券募集资金使用可行性分析报告；2026-08-27 隆盛科技：关于向不特定对象发行可转换公司债券摊薄即期回报的风险提示及填补回报措施和相关主体承诺的公告；2026-08-27 隆盛科技：向不特定对象发行可转换公司债券预案,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/3bcff8f1-f5aa-4234-9b6f-e0aa124a8e41.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/0537e82f-cf37-4fd7-8484-de8b97cd1436.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/ad1e2314-a28a-4649-9910-8464b76a52fa.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/206557ad-ed34-4ec0-b5e6-85dace2967ba.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/f4f82d09-e52b-4606-9fec-76518c5197df.PDF,2026,4,8,1.3174300323229702,1.2475,-0.05308064231666665,5条相关标题需正文核验,2026-08-28,20.3,VAL-d911f7cabf43b119e7e09853,基本合理
300681.SZ,英搏尔,VAL-4fbbb3df28be7ca4a65745c8,2026-08-26,VAL-a44264152e30af6a668829bf,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.361128,35.022261,69.043886,15.1294,34.829667,68.6642,-0.011522993413788152,SZSE,4,4,2026-08-28 英搏尔：关于调整2026年限制性股票激励计划授予激励对象名单及授予权益数量的公告；2026-08-28 英搏尔：董事会薪酬与考核委员会关于公司2026年限制性股票激励计划调整及授予相关事项的核查意见；2026-08-28 英搏尔：关于向2026年限制性股票激励计划激励对象授予限制性股票的公告；2026-08-28 英搏尔：北京市竞天公诚（深圳）律师事务所关于公司2026年限制性股票激励计划调整激励对象名单、授予数量及授予限制性股票的法律意见书,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/71051e9a-2865-4023-9ed2-f3316c245374.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/fa8ef1cc-ea47-460c-9b92-d7c80426d999.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/16e510d9-7f0f-4481-9452-f4df14a86917.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/15eba27f-724a-4455-b0ab-c22194baf250.PDF,2026,1,3,0.8005088230122043,0.843333333333,0.053496612516590325,4条相关标题需正文核验,2026-08-28,22.34,VAL-4fbbb3df28be7ca4a65745c8,基本合理
300684.SZ,中石科技,VAL-64bc92ebe38bde35a64fcd9d,2026-08-26,VAL-96b2f6a9c58635a08ae41212,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.467575,37.839097,75.193853,31.434,73.16,141.34512,-0.4807859724267165,SZSE,0,0,,,,0,3,,1.55,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,91.6,VAL-64bc92ebe38bde35a64fcd9d,明显偏贵
300685.SZ,艾德生物,VAL-8312b85147c9847e9b20fbd8,2026-08-26,VAL-9a259516eb5a4aa26b58ae13,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.517277,28.634295,53.627944,14.464286,34.5,65.55,-0.1595594388938909,SZSE,0,0,,,,0,6,,1.071428571429,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.77,VAL-8312b85147c9847e9b20fbd8,基本合理
300687.SZ,赛意信息,VAL-43accb535f4ebcb239af9e9c,2026-08-26,VAL-89ee46097353ec6e9e1f651d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.996764,9.994607,15.991371,5.8812,13.688,26.445216,-0.18282959957484213,SZSE,0,0,,,,0,6,,0.323333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.84,VAL-43accb535f4ebcb239af9e9c,明显偏贵
300695.SZ,兆丰股份,VAL-2abb512bf168ee8150a666b3,2026-08-26,VAL-5af84b95f1cc47f24b849bce,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,76.842914,187.395623,369.437086,34.983,85.3125,168.1875,1.1965787332028213,SZSE,0,0,,,2026,1,1,4.283328530398587,1.95,-0.5447465712328767,机构EPS变化-54.5%,2026-08-28,48.1,VAL-2abb512bf168ee8150a666b3,偏低
300696.SZ,爱乐达,VAL-7b504d297db4b1cae98d0fd7,2026-08-26,VAL-8a383280c9a4b96f7a260895,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.267702,2.609974,4.939563,3.474967,7.154343,13.736339,-0.6351902428285561,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,20.81,VAL-7b504d297db4b1cae98d0fd7,明显偏贵
300699.SZ,光威复材,VAL-c9030f712d26b484fc27ec39,2026-08-26,VAL-a07ec9ce77490b989b75990e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.98812,35.267911,65.906909,21.52,49.496,93.836167,-0.2782467190492284,SZSE,0,0,,,,0,10,,0.898,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,23.99,VAL-c9030f712d26b484fc27ec39,基本合理
300718.SZ,长盛轴承,VAL-529e2edddf6f493ab174ce8b,2026-08-26,VAL-76d22e5f76a4684cac8fb468,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,12.07153,30.227188,60.067469,15.473009,34.626298,68.263273,-0.15570253297116454,SZSE,11,2,2026-08-28 长盛轴承：关于2026年半年度利润分配预案的公告；2026-08-28 长盛轴承：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/7cea974c-89e9-44a7-88cd-d032cdabf877.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/4a337c06-d3c7-453e-a037-eba303c1bba1.PDF,2026,1,1,0.9672700256105657,1.06,0.09586772249134956,2条相关标题需正文核验,2026-08-28,55.5,VAL-529e2edddf6f493ab174ce8b,偏贵
300719.SZ,安达维尔,VAL-566e70ac77e3e8c36ae94a6d,2026-08-26,VAL-84a2209923c66aaa0e6a6be6,2026-08-28,沿用,本周已复核、合理价值不变,3.971379,7.148482,11.914137,3.971379,7.148482,11.914137,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.42,VAL-566e70ac77e3e8c36ae94a6d,明显偏贵
300720.SZ,海川智能,VAL-298db52a348d7649d3a01c29,2026-08-26,VAL-35b988cf53ab4a565ed9abfb,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.130817,2.598384,5.163508,0.848112,2.078707,4.016062,0.27414814513640917,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,73.21,VAL-298db52a348d7649d3a01c29,明显偏贵
300722.SZ,新余国科,VAL-cd55ac99cbd6f77702c4c136,2026-08-26,VAL-083f8b508428c1c5725280bb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.334381,13.041372,25.039434,6.334381,13.041372,25.039434,0.0,SZSE,7,1,2026-08-27 新余国科：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/b75a77b5-fa80-4caf-922d-1018f1187e20.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,21.5,VAL-cd55ac99cbd6f77702c4c136,偏贵
300724.SZ,捷佳伟创,VAL-e778888a09bc04289bb9d74e,2026-08-26,VAL-25b6729a0aadfdea6374b297,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,39.562636,88.720555,174.906237,60.592079,132.425222,261.066865,-0.335379832090803,SZSE,7,1,2026-08-28 捷佳伟创：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d2b3d236-80c5-4812-b5ad-eeef69f66bc9.PDF,2026,4,7,3.580329087426715,3.011857142857,-0.15877645062462464,1条相关标题需正文核验；机构EPS变化-15.9%,2026-08-28,58.21,VAL-e778888a09bc04289bb9d74e,基本合理
300725.SZ,药石科技,VAL-021d94c0e054c29a344ceb73,2026-08-26,VAL-c4c0ee6bc7ba56c164e926e6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.024056,30.786031,61.178,14.541429,36.664286,70.8354,-0.14442973796967773,SZSE,0,0,,,2026,6,8,1.0435942642194456,1.035714285714,-0.007550806645472807,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,45.5,VAL-021d94c0e054c29a344ceb73,偏贵
300726.SZ,宏达电子,VAL-acd7a97f1003129e32e60f73,2026-08-26,VAL-b14daeb0fc1029c324030e57,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,27.151525,65.26809,121.969743,26.88,61.824,117.208,0.04188779536435794,SZSE,7,1,2026-08-28 宏达电子：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/9086024a-207b-416d-af2c-5fee282b9517.PDF,2026,1,3,1.0878014972057888,1.12,0.029599612500000205,1条相关标题需正文核验,2026-08-28,52.74,VAL-acd7a97f1003129e32e60f73,基本合理
300727.SZ,润禾材料,VAL-2f59415734e162a616f3dd18,2026-08-26,VAL-fa292b24ed798e9344e72f15,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.846443,20.327304,40.394419,8.5176,22.75,43.953,-0.06696558098478933,SZSE,1,1,2026-08-27 润禾材料：润禾材料关于向不特定对象发行可转换公司债券申请获得中国证券监督管理委员会同意注册批复的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/c8038126-57bb-4e17-8b23-3eaad42a0948.PDF,,0,1,,0.91,,1条相关标题需正文核验,2026-08-28,29.12,VAL-2f59415734e162a616f3dd18,偏贵
300740.SZ,水羊股份,VAL-e2f7aa075483e7d58012453e,2026-08-26,VAL-9677390849265e64d1052091,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.847823,16.18676,32.16633,6.354563,15.3813,30.070441,0.05975010055961438,SZSE,0,0,,,2026,10,17,0.5487037344773604,0.543125,-0.01016711592581776,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.82,VAL-e2f7aa075483e7d58012453e,偏贵
300750.SZ,宁德时代,VAL-35c43e3f875f3d3f8a442205,2026-08-26,VAL-f72513b2426c54fbfe3e7546,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,361.467172,795.396295,1543.565934,342.998878,764.991438,1506.076893,0.044109727579965785,SZSE,1,0,,,2026,10,40,21.06452051140175,20.764076923077,-0.014263015773946841,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,368.5,VAL-35c43e3f875f3d3f8a442205,基本合理
300751.SZ,迈为股份,VAL-7c4c6cae0a27f886e1cf371b,2026-08-26,VAL-d9e1f9fc84306103d3ad2cea,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,24.496698,59.864711,118.019002,32.702224,79.91727,157.551189,-0.250916462118006,SZSE,1,0,,,2026,3,15,2.4158479107564736,2.972933333333,0.23059623087038061,机构EPS变化+23.1%,2026-08-28,218.3,VAL-7c4c6cae0a27f886e1cf371b,明显偏贵
300757.SZ,罗博特科,VAL-aad2a7b38b94a41d9123ac92,2026-08-26,VAL-96fda23874855dd23b06d6fd,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.938483,14.897471,23.835953,6.084,14.16,27.35712,0.1774330171902787,SZSE,8,3,2026-08-26 罗博特科：2026年半年度报告；2026-08-26 罗博特科：关于调整日常经营重大合同自愿性披露标准的公告；2026-08-26 罗博特科：关于2026年半年度计提信用减值准备、资产减值准备及核销资产的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/9069b573-22f7-4d09-817f-1bf01c6cd5e1.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/99686ce2-76bb-4598-8c11-25f88b7c1b60.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/734c17bc-9698-40cc-a904-412efd7facca.PDF,,0,2,,0.3,,3条相关标题需正文核验,2026-08-28,536.7,VAL-aad2a7b38b94a41d9123ac92,明显偏贵
300762.SZ,上海瀚讯,VAL-9a2c464098e4d28634574779,2026-08-26,VAL-3ee608e6c81488c93a5185cd,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.257438,5.429064,8.686502,1.04,2.392,4.534833,1.5310320512820517,SZSE,9,2,2026-08-28 上海瀚讯：关于计提资产减值准备的公告；2026-08-28 上海瀚讯：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/479a567e-e0d7-4c65-bc5a-b92b916d0a13.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/e2fc4614-18ad-45d4-ae5c-7b9bc6e1082e.PDF,2026,1,4,0.09076927842493937,0.0425,-0.5317799068421052,2条相关标题需正文核验；机构EPS变化-53.2%,2026-08-28,28.58,VAL-9a2c464098e4d28634574779,明显偏贵
300768.SZ,迪普科技,VAL-75c66072be2d1ab16c661ba2,2026-08-26,VAL-2e021c6cc764cf73f53b4f14,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.530695,18.102632,35.688045,6.7938,15.812,30.548784,0.13392700103513278,SZSE,0,0,,,2026,1,2,0.3448120332453659,0.335,-0.028456179887387245,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.93,VAL-75c66072be2d1ab16c661ba2,基本合理
300775.SZ,三角防务,VAL-8c1c88d9c076fa9ea06e8843,2026-08-26,VAL-56468f1533ff4495f7b1c728,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.416233,25.182866,47.060481,17.52,43.8,83.0375,-0.40314580887149365,SZSE,0,0,,,,0,1,,0.73,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.39,VAL-8c1c88d9c076fa9ea06e8843,基本合理
300777.SZ,中简科技,VAL-5a00ce0a23c025a2c9c6b025,2026-08-26,VAL-d32f8c7d60613fb2cc19005a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.03845,28.246048,52.784801,13.03845,28.2,53.4625,0.0011166278073011515,SZSE,33,1,2026-08-27 中简科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/2ea194bd-1b8a-4bba-97b3-1c2cadb04af7.pdf,2026,1,1,0.4707674592350688,0.47,-0.0016302300000000658,1条相关标题需正文核验,2026-08-28,22.77,VAL-5a00ce0a23c025a2c9c6b025,基本合理
300782.SZ,卓胜微,VAL-1e3f4e2eb98ca68934f5e0b6,2026-08-26,VAL-14dedb52edbfffbecca80a4c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,21.785756,36.309593,58.095349,15.211854,25.35309,40.564944,0.4321565191856296,SZSE,9,4,2026-08-26 卓胜微：上海兰迪律师事务所关于江苏卓胜微电子股份有限公司2025年限制性股票激励计划作废部分限制性股票的法律意见书；2026-08-26 卓胜微：关于作废处理2025年限制性股票激励计划已授予尚未归属的限制性股票的公告；2026-08-26 卓胜微：2026年半年度报告；2026-08-26 卓胜微：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/ba59584f-cd8b-43f2-9a68-3befa81ecd7b.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/6739fa84-28a6-42c1-a5b8-96f9de505e32.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/becb5e62-b48c-425b-9ebc-702f4ef93e63.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/5688ac66-c381-453b-b63f-d655999cb2f1.PDF,,0,9,,-0.4975,,4条相关标题需正文核验,2026-08-28,77.39,VAL-1e3f4e2eb98ca68934f5e0b6,明显偏贵
300795.SZ,米奥会展,VAL-7d543020e32feae06d7f0463,2026-08-26,VAL-aed1fce9551aea3da647240c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.573874,8.212027,16.31894,9.2391,21.8772,41.9313,-0.621230641175204,SZSE,0,0,,,,0,4,,0.515,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.31,VAL-7d543020e32feae06d7f0463,偏贵
300797.SZ,钢研纳克,VAL-fc47a2dde94083681efd8b30,2026-08-26,VAL-25c3bc64c1379b04b2efa6f1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.391039,29.78615,55.662868,11.46,26.358,49.970375,0.11526757099793761,SZSE,0,0,,,2026,1,4,0.4964358388946558,0.48,-0.03310767999999997,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.87,VAL-fc47a2dde94083681efd8b30,基本合理
300809.SZ,华辰装备,VAL-eddf6cfae472025f34e957a3,2026-08-26,VAL-8dbe0c3c1b13e7bd22b01648,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.432383,3.291322,6.540515,2.059051,4.607851,9.084049,-0.291469261135082,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,23.36,VAL-eddf6cfae472025f34e957a3,明显偏贵
300810.SZ,中科海讯,VAL-bb514a1e1101ecd6e0cf0e0e,2026-08-26,VAL-92334a544ae7c8e1606ad987,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.527316,11.749169,19.581949,6.527316,11.749169,19.581949,0.0,SZSE,18,7,2026-08-28 中科海讯：董事会薪酬与考核委员会关于2025年限制性股票激励计划第一个归属期归属名单的核查意见；2026-08-28 中科海讯：2026年半年度报告；2026-08-28 中科海讯：关于2025年限制性股票激励计划第一个归属期符合归属条件的公告；2026-08-28 中科海讯：北京市嘉源律师事务所关于北京中科海讯数字科技股份有限公司2025年限制性股票激励计划调整授予价格暨第一个归属期归属条件成就及作废部分限制性股票的法律意见书；2026-08-28 中科海讯：关于2026年半年度计提信用减值损失及资产减值准备的公告；2026-08-28 中科海讯：关于调整2025年限制性股票激励计划授予价格的公告；2026-08-28 中科海讯：关于作废2025年限制性股票激励计划部分已授予尚未归属的限制性股票的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/9c002e68-9b10-4090-bbf9-1f736c82e79f.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1e6e45f2-557d-4b00-b75f-f6eb4914cafa.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d4d23a73-69e0-48fd-9553-047e283ce30e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/0824cc5d-fe3a-4026-8de5-32abde4cbee9.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/52cb412d-cca5-4af7-bd98-89bf1ed8463c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/bf1b194a-ee98-47e2-bcb4-e912ab05aa9e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b73b4437-0d3e-4b8d-a948-d1d83963f939.PDF,,0,0,,,,7条相关标题需正文核验,2026-08-28,24.51,VAL-bb514a1e1101ecd6e0cf0e0e,明显偏贵
300811.SZ,铂科新材,VAL-9278599988ac882856dcf8c6,2026-08-26,VAL-d1352054470362a30a8270bd,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,23.423155,53.582381,100.352145,27.405,65.366,124.1954,-0.1699395716333767,SZSE,9,1,2026-08-26 铂科新材：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/f2eb332b-4ba1-4290-bb04-7bce5f55ee31.PDF,,0,5,,1.802,,1条相关标题需正文核验,2026-08-28,78.55,VAL-9278599988ac882856dcf8c6,偏贵
300820.SZ,英杰电气,VAL-9e44517a73490700edb3af0c,2026-08-26,VAL-c99e6419352581f15be0e9e1,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,18.726766,44.265993,87.96538,37.1904,84.3936,164.989488,-0.48189927128569543,SZSE,3,1,2026-08-28 英杰电气：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/03f98082-af8d-4813-a5a6-8ac0e3f70416.PDF,2026,4,5,1.5005421208967396,1.49,-0.007025541469265484,1条相关标题需正文核验,2026-08-28,53.28,VAL-9e44517a73490700edb3af0c,偏贵
300821.SZ,东岳硅材,VAL-bc9e9b91dadbc271d787b083,2026-08-26,VAL-4ea1561aba5a0266b65b2f95,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.8845,9.227885,18.192117,3.585693,8.788462,16.979309,0.05965902318178484,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.78,VAL-bc9e9b91dadbc271d787b083,偏贵
300826.SZ,测绘股份,VAL-1911de118ede53999c2663e4,2026-08-26,VAL-4b93e1b821eab2d4e3efac75,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.66316,12.771934,20.435094,0.51996,1.189451,2.259957,10.95446501748263,SZSE,10,1,2026-08-27 测绘股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/13ffb89e-8414-42ea-a0e1-efbbef24f7ea.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,14.64,VAL-1911de118ede53999c2663e4,偏贵
300827.SZ,上能电气,VAL-2473dbebe774ba8f981467be,2026-08-26,VAL-cc139b415f9aabf1a344265b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,18.537015,42.064764,81.69912,18.4275,41.81625,81.21645,0.005943006535947815,SZSE,6,1,2026-08-27 上能电气：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/a4898cf6-4252-432d-889f-680a8f2d665a.PDF,2026,6,9,1.320300194445729,1.24625,-0.056085877103741355,1条相关标题需正文核验,2026-08-28,25.68,VAL-2473dbebe774ba8f981467be,基本合理
300831.SZ,ST派瑞,VAL-726aca8cb7dac484f17a7c65,2026-08-26,VAL-c1603f8b0022b41eca980026,2026-08-28,沿用,本周已复核、合理价值不变,4.245298,9.364627,18.666823,4.245298,9.364627,18.666823,0.0,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.85,VAL-726aca8cb7dac484f17a7c65,偏贵
300842.SZ,帝科股份,VAL-b259e45517d0d12e6d828f6c,2026-08-26,VAL-a4ef66df78787ce9ecaa8d9e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,26.034049,63.621671,125.42558,25.530267,62.390533,122.99848,0.019732759483535256,SZSE,0,0,,,2026,2,10,2.5674604889685138,2.517777777778,-0.01935091558525759,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,68.19,VAL-b259e45517d0d12e6d828f6c,偏贵
300845.SZ,捷安高科,VAL-7092df9294fe5666326a72e1,2026-08-26,VAL-3aa488ec4287e2db99f4c74a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.04074,8.913396,16.656909,4.017931,8.863083,16.802928,0.005676727003014026,SZSE,14,1,2026-08-26 捷安高科：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/068dd1e0-613b-4826-a9e8-d8a076560435.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,12.82,VAL-7092df9294fe5666326a72e1,偏贵
300850.SZ,新强联,VAL-eac36634a75a667abaa959ac,2026-08-26,VAL-5e6020ec33b1fe83dffb6dd1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,37.466145,85.019329,165.126431,37.43064,84.93876,164.969947,0.0009485541319971258,SZSE,0,0,,,2026,2,5,2.668528857066555,2.666,-0.0009476596289592631,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.62,VAL-eac36634a75a667abaa959ac,偏低
300852.SZ,四会富仕,VAL-a65bbdabfd064175dfae6307,2026-08-26,VAL-6ecfe06631dea41b8803e978,2026-08-28,沿用,本周已复核、合理价值不变,12.412882,28.395482,53.951415,12.412882,28.395482,53.951415,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,45.42,VAL-a65bbdabfd064175dfae6307,偏贵
300855.SZ,图南股份,VAL-8e3b7f5cf2191e04d2134595,2026-08-26,VAL-24176a56ed9d859a3541d834,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,28.207918,64.010275,119.619201,23.976,55.1448,104.54535,0.16553666039777126,SZSE,0,0,,,2026,7,14,1.1301249078771223,1.092857142857,-0.03297667785247538,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.74,VAL-8e3b7f5cf2191e04d2134595,基本合理
300857.SZ,协创数据,VAL-63fc3934a24b45bda7689f74,2026-08-26,VAL-a4301a584907714eb83d8965,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,327.485693,787.225224,1551.958299,157.3221,366.154,707.409528,1.1294399438675429,SZSE,8,1,2026-08-28 协创数据：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/89f9f754-e4d1-4baf-b86b-3c07f6feaebf.PDF,2026,1,4,14.994766176542269,7.7575,-0.4826528197461464,1条相关标题需正文核验；机构EPS变化-48.3%,2026-08-28,253.88,VAL-63fc3934a24b45bda7689f74,偏低
300861.SZ,美畅股份,VAL-257f1a9db6767936c94f24f7,2026-08-26,VAL-b125155994d7f1e9cac438ef,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.232192,23.117468,45.939033,7.004205,17.116785,33.744519,0.34114147056153166,SZSE,11,3,2026-08-26 美畅股份：2026年半年度利润分配方案；2026-08-26 美畅股份：2026年半年度报告；2026-08-26 美畅股份：关于2026年半年度计提信用及资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/05db72a1-de6d-4b1a-b7aa-819d009d48d7.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/5e377327-1802-41e4-adc1-677e83a14c64.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/17a1f879-2146-41cd-b3e9-44236c2f7b42.PDF,2026,1,4,0.7397589820582995,0.73,-0.013192110261569523,3条相关标题需正文核验,2026-08-28,16.79,VAL-257f1a9db6767936c94f24f7,基本合理
300862.SZ,蓝盾光电,VAL-6cec8f832007e9cdebd60228,2026-08-26,VAL-a621e0190eb7b2575336f43f,2026-08-28,沿用,本周已复核、合理价值不变,9.558974,15.931623,25.490598,9.558974,15.931623,25.490598,0.0,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,50.91,VAL-6cec8f832007e9cdebd60228,明显偏贵
300863.SZ,卡倍亿,VAL-95af201e096fb325af6f0bdc,2026-08-26,VAL-d1208cd6756763d59a55a0ed,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.434755,17.083537,33.948405,26.9997,62.1565,122.5371,-0.724996220117053,SZSE,0,0,,,,0,2,,1.505,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,41.57,VAL-95af201e096fb325af6f0bdc,明显偏贵
300870.SZ,欧陆通,VAL-53b8f23cf84216be6344764e,2026-08-26,VAL-5eef099e2c1f1ba518d92092,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,21.784173,48.053324,94.733696,77.377418,180.089455,347.932826,-0.7287515236960213,SZSE,24,2,2026-08-26 欧陆通：关于2026年半年度计提信用减值准备和资产减值准备的公告；2026-08-26 欧陆通：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/e7f94b2b-c52d-4f86-b21d-fe3b402116a5.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/3eb6ac2b-c2d1-4943-851d-cc84a978482c.PDF,,0,11,,3.611818181818,,2条相关标题需正文核验,2026-08-28,214.5,VAL-53b8f23cf84216be6344764e,明显偏贵
300875.SZ,捷强装备,VAL-35d59079a2418135cf23d301,2026-08-26,VAL-52da98578eb013c8962194ee,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.498657,15.297583,25.495971,8.509469,15.317044,25.528406,-0.0012705593974242646,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,32.65,VAL-35d59079a2418135cf23d301,明显偏贵
300887.SZ,谱尼测试,VAL-5fb36ae04484526b2d6a2428,2026-08-26,VAL-eb0259b7966016ad5adc2f27,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.485657,7.476095,11.961753,3.48,8.004,15.17425,0.04160153256704979,SZSE,6,1,2026-08-26 谱尼测试：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/e439e6d9-d1c9-4512-af10-15bc8b621063.PDF,,0,2,,0.145,,1条相关标题需正文核验,2026-08-28,7.18,VAL-5fb36ae04484526b2d6a2428,基本合理
300895.SZ,铜牛信息,VAL-dba43293d52e219e5ae7cac2,2026-08-26,VAL-00a456bb34ec3eb43386e032,2026-08-28,沿用,本周已复核、合理价值不变,4.641207,7.735345,12.376552,4.641207,7.735345,12.376552,0.0,SZSE,0,0,,,,0,1,,-0.06,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,52.9,VAL-dba43293d52e219e5ae7cac2,明显偏贵
300900.SZ,广联航空,VAL-ffdd551c633621b86da19f5c,2026-08-26,VAL-6e7f30bc4afa13c573389ce8,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.271403,11.288526,18.81421,6.248593,11.247468,18.745779,0.0036504216577664117,SZSE,8,1,2026-08-26 广联航空：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/994722ba-4f85-4e48-91e1-bc64ea30a795.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,23.07,VAL-ffdd551c633621b86da19f5c,明显偏贵
300902.SZ,国安达,VAL-324e514a9f869a75f1386b6d,2026-08-26,VAL-39b4b47351d79d7ce41db958,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.015135,6.691892,10.707027,4.015135,6.691892,10.707027,0.0,SZSE,7,2,2026-08-27 国安达：2026年半年度报告；2026-08-27 国安达：国安达股份有限公司关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/653d2225-eef5-4f5e-adcf-3621c69262e2.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/61c9c243-97a7-456e-b223-659dc88d9099.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,17.37,VAL-324e514a9f869a75f1386b6d,明显偏贵
300911.SZ,亿田智能,VAL-653efbb91b30b914caa332bf,2026-08-26,VAL-c060e291778cb2188f5cc8bf,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.599808,9.333014,14.932822,5.599788,9.33298,14.932769,3.616208328116599e-06,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.19,VAL-653efbb91b30b914caa332bf,明显偏贵
300913.SZ,兆龙互连,VAL-aedbd03d025a2d41021021e6,2026-08-26,VAL-027a3154d7097cbaf09e5454,2026-08-28,沿用,本周已复核、合理价值不变,10.773244,24.644675,46.824882,10.773244,24.644675,46.824882,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,36.13,VAL-aedbd03d025a2d41021021e6,偏贵
300922.SZ,天秦装备,VAL-a6a67744ad2ff3f8d6929745,2026-08-26,VAL-21e30c0bef4b791850e38860,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.577493,7.365426,13.939595,4.246558,8.742914,16.786395,-0.1575547489536142,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.85,VAL-a6a67744ad2ff3f8d6929745,明显偏贵
300937.SZ,药易购,VAL-7a441bf0f05b3aabf119983f,2026-08-26,VAL-f35b34658ca7b3e941a1d624,2026-08-28,沿用,本周已复核、合理价值不变,7.632263,12.720439,20.352702,7.632263,12.720439,20.352702,0.0,SZSE,5,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.68,VAL-7a441bf0f05b3aabf119983f,明显偏贵
300938.SZ,信测标准,VAL-f5f3d94915801853fdb17f9d,2026-08-26,VAL-b8cb1bb3df348cd2af45a4dc,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.434008,49.486783,92.478426,23.34,53.682,101.772125,-0.06623054451974753,SZSE,0,0,,,,0,4,,0.9725,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.29,VAL-f5f3d94915801853fdb17f9d,基本合理
300942.SZ,易瑞生物,VAL-37d77c1fb508392e02ec344c,2026-08-26,VAL-42c07d663376e9108e9578e8,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.985489,3.309148,5.294636,1.62,4.2,7.98,-0.09026855670103096,SZSE,10,2,2026-08-28 易瑞生物：关于2026年半年度计提资产减值准备的公告；2026-08-28 易瑞生物：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/c14df869-49b8-449b-a0a9-6493210a8c5b.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/171dcf14-b658-4701-bb8f-3c8bb31d4eab.PDF,,0,1,,0.12,,2条相关标题需正文核验,2026-08-28,6.65,VAL-37d77c1fb508392e02ec344c,明显偏贵
300960.SZ,通业科技,VAL-a30764cdcf54016aa826f0b2,2026-08-26,VAL-e1c13a178c6e39b9e4a6f088,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.37429,10.006546,18.74083,4.280525,9.79205,18.604895,0.021905088443301857,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.3,VAL-a30764cdcf54016aa826f0b2,偏贵
300963.SZ,中洲特材,VAL-567a62f96dd3b039b1687bd3,2026-08-26,VAL-c6e2e168bbf489098682f36d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.325345,7.335319,13.906542,3.325345,7.335319,13.906542,0.0,SZSE,5,1,2026-08-28 中洲特材：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/ae3c72ed-c375-4e8a-979f-fbc37ee8f33e.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,11.69,VAL-567a62f96dd3b039b1687bd3,偏贵
300965.SZ,恒宇信通,VAL-e7bb6a20ddc697b425a11ca0,2026-08-26,VAL-f33f4f88f4c44541079a6ac2,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.15158,8.547371,16.410953,4.15158,8.547371,16.410953,0.0,SZSE,6,2,2026-08-28 恒宇信通：关于2026年半年度计提信用减值损失和资产减值损失的公告；2026-08-28 恒宇信通：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/e9a32121-ce59-4b6b-a423-c973c89e4b54.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/97d76527-dd46-4d98-b6b1-e017c9ae6a1c.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,42.85,VAL-e7bb6a20ddc697b425a11ca0,明显偏贵
300969.SZ,恒帅股份,VAL-f71d91de057f9c1f8dedb386,2026-08-26,VAL-835decd09f1fd5c18d466d7e,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,30.335726,66.752739,129.542034,30.31875,67.62,133.126875,-0.008681803678319167,SZSE,10,1,2026-08-28 恒帅股份：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/3bcd0c80-f4dc-469a-b3cc-d3583daf4410.PDF,2026,3,4,1.7678161831875414,1.8375,0.03941802178030285,1条相关标题需正文核验,2026-08-28,78.15,VAL-f71d91de057f9c1f8dedb386,偏贵
300976.SZ,达瑞电子,VAL-2b6722bd421c1c846d81a34e,2026-08-26,VAL-5a583621f31314afe0e50d98,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,56.31993,137.34654,270.768892,51.6464,120.202667,232.231552,0.12695677306179398,SZSE,0,0,,,2026,1,6,3.1393494742924415,2.546666666667,-0.1887915991764576,机构EPS变化-18.9%,2026-08-28,57.09,VAL-2b6722bd421c1c846d81a34e,基本合理
300984.SZ,金沃股份,VAL-095f1f9679c20e45c189d69c,2026-08-26,VAL-bd8921ab1df9e67f38217414,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.961329,13.637027,25.540203,10.8,25.76,48.944,-0.4639399343544859,SZSE,9,5,2026-08-28 金沃股份：2026年限制性股票激励计划（草案）；2026-08-28 金沃股份：浙江天册律师事务所关于浙江金沃精工股份有限公司2026年限制性股票激励计划（草案）的法律意见书；2026-08-28 金沃股份：创业板上市公司股权激励计划自查表；2026-08-28 金沃股份：董事会薪酬与考核委员会关于公司2026年限制性股票激励计划相关事项的核查意见；2026-08-28 金沃股份：2026年限制性股票激励计划实施考核管理办法,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/35af634d-7ff9-4a1a-8229-c02ed927dc33.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/0b7acefd-2932-420a-8566-c222ab175749.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d7cd0b17-3b48-4195-9780-b5aa4df7c159.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/a1ef28a1-a73b-4fbc-a7ff-86e2b31f23b3.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/2d0dc296-26ab-43c8-a0b9-86e5861531e5.PDF,,0,3,,0.7275,,5条相关标题需正文核验,2026-08-28,32.4,VAL-095f1f9679c20e45c189d69c,明显偏贵
300985.SZ,致远新能,VAL-ee5c74f93085df909953c090,2026-08-26,VAL-4eff48bae9a388bff7efa234,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.739435,8.530983,14.218306,4.739435,8.530983,14.218306,0.0,SZSE,4,1,2026-08-28 致远新能：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/040de7f9-0320-49ae-a005-13b9d745c19b.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,37.71,VAL-ee5c74f93085df909953c090,明显偏贵
300992.SZ,泰福泵业,VAL-bfc38767b2dec565bed1472f,2026-08-26,VAL-5cdc0420b668692e57a03aae,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.463155,17.033679,28.389465,9.463155,17.033679,28.389465,0.0,SZSE,9,5,2026-08-28 泰福泵业：关于浙江泰福泵业股份有限公司2024年限制性股票激励计划调整回购价格、授予价格的法律意见书；2026-08-28 泰福泵业：董事会薪酬与考核委员会关于2024年限制性股票激励计划相关事项的核查意见；2026-08-28 泰福泵业：关于调整2024年限制性股票激励计划所涉权益工具回购价格、授予价格的公告；2026-08-28 泰福泵业：2026年半年度报告；2026-08-28 泰福泵业：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1afdea98-74a4-4fb4-9e59-63e6cd60c1f6.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/f984231f-8d3a-4fdd-b91c-382e819eb53c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/7ae77f09-1ee0-4dcb-bc4d-fdbbce5b65bd.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/cda3d436-c88f-4e99-9219-1d9d733bce0b.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/279d36db-85f1-474b-af27-eff58ef216a9.PDF,,0,0,,,,5条相关标题需正文核验,2026-08-28,25.15,VAL-bfc38767b2dec565bed1472f,偏贵
300996.SZ,普联软件,VAL-de611cff6b1bcc940f43b492,2026-08-26,VAL-4a36725a68aa2943fe3e0463,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.996638,15.433761,30.426558,4.563,11.7,22.8735,0.37922886306339576,SZSE,7,2,2026-08-27 普联软件：关于2026年第二季度计提和转回减值准备的公告；2026-08-27 普联软件：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/ce0b1f51-1229-4464-9467-62974c28b5c8.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/3e0815ee-80f9-4df1-85a3-67d2118f4a69.PDF,,0,1,,0.39,,2条相关标题需正文核验,2026-08-28,13.88,VAL-de611cff6b1bcc940f43b492,基本合理
300997.SZ,欢乐家,VAL-4391675e78cc6cd1b0cebd3c,2026-08-26,VAL-9cb9d441ab28e86483ace14b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.402765,3.223264,6.405271,1.266925,3.0,5.865,0.08415990438078924,SZSE,10,2,2026-08-26 欢乐家：2026年半年度报告；2026-08-26 欢乐家：关于2026年半年度计提及冲回各项资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/8e786006-ec37-45dd-8176-be5cea81910c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/fa9ce5b2-935f-4386-ae05-c6825fa69991.PDF,,0,1,,0.1,,2条相关标题需正文核验,2026-08-28,17.46,VAL-4391675e78cc6cd1b0cebd3c,明显偏贵
301005.SZ,超捷股份,VAL-da8765aef4976226d11a1ed4,2026-08-26,VAL-49ff71ba4befb8a52d6c21c1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.347817,8.913029,14.260846,1.728724,3.559137,6.833543,1.6969025849960881,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,68.65,VAL-da8765aef4976226d11a1ed4,明显偏贵
301015.SZ,百洋医药,VAL-50fd000f45cd4cf3235a8936,2026-08-26,VAL-da559432e1ff86a363c4c760,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,18.874364,43.451016,85.660574,16.5438,41.713,80.589516,0.06983871410719433,SZSE,2,0,,,2026,5,5,1.0520827035858937,1.178333333333,0.12000067040052698,机构EPS变化+12.0%,2026-08-28,25.15,VAL-50fd000f45cd4cf3235a8936,基本合理
301021.SZ,英诺激光,VAL-5cc3f8358851cee62ae85770,2026-08-26,VAL-d633c6b82a741e337bd00471,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.273491,18.250347,35.979256,10.185,23.4255,46.851,-0.21084666993945345,SZSE,0,0,,,,0,2,,0.485,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,79.05,VAL-5cc3f8358851cee62ae85770,明显偏贵
301035.SZ,润丰股份,VAL-3b5014cf1205c0526237000b,2026-08-26,VAL-88f99ac1bd2a58c1f3d57a82,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,49.121744,106.160546,175.801865,46.089869,98.764005,151.438141,0.07199266206715338,SZSE,2,0,,,2026,4,12,4.498328235311105,3.968333333333,-0.11782041555299039,机构EPS变化-11.8%,2026-08-28,57.64,VAL-3b5014cf1205c0526237000b,基本合理
301047.SZ,义翘神州,VAL-91c25004495f42db332fa7bf,2026-08-26,VAL-cd27ab18dd9badc784463cc4,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.533498,30.285962,59.706611,9.956183,24.40241,47.145457,0.2753566480443481,SZSE,7,2,2026-08-26 义翘神州：关于2026年半年度利润分配预案的公告；2026-08-26 义翘神州：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/90202848-6d01-418a-90cf-11659a3679d6.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/cd4ea950-7931-4164-bcec-20c03b8236e1.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,101.91,VAL-91c25004495f42db332fa7bf,明显偏贵
301050.SZ,雷电微力,VAL-eafedc104c6ae498cfc87242,2026-08-26,VAL-697b649565fa5224d856dd91,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.042412,18.40402,29.446432,2.272213,5.012235,9.502362,3.0423697169641404,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.31,VAL-eafedc104c6ae498cfc87242,偏贵
301063.SZ,海锅股份,VAL-fe5b7a4c9615a26ae72a5bc6,2026-08-26,VAL-c696ec5230cfc083b76036f3,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.175723,11.83989,22.49579,5.175723,11.83989,22.49579,0.0,SZSE,6,2,2026-08-27 海锅股份：2026年半年度报告；2026-08-27 海锅股份：2026-039 关于2026年半年度计提信用减值损失和资产减值损失的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/064c496b-027f-4d7b-9b2e-361d83ae3cf3.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/c8fa5406-e6b0-4d74-b5a4-6206f01d5b92.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,18.18,VAL-fe5b7a4c9615a26ae72a5bc6,偏贵
301070.SZ,开勒股份,VAL-754c0695cd1e3bc529750768,2026-08-26,VAL-18baf412cfb35e810879d787,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.406439,12.344065,19.750504,5.3352,12.825,24.909,0.08757084173081786,SZSE,0,0,,,,0,1,,0.38,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,63.54,VAL-754c0695cd1e3bc529750768,明显偏贵
301076.SZ,新瀚新材,VAL-86fa20fbdbd317675b8b0cd8,2026-08-26,VAL-38b1c251690e2a56c1c6d677,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.385511,14.289827,28.171373,4.894196,10.952484,21.59204,0.3047110183331778,SZSE,8,1,2026-08-28 新瀚新材：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/6b625080-4332-4db2-8570-38ff912972f2.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,22.96,VAL-86fa20fbdbd317675b8b0cd8,偏贵
301091.SZ,深城交,VAL-ab558f30b95e54fe546a39f8,2026-08-26,VAL-899e1a4d6074e444a9769e48,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.556213,10.339099,20.382795,4.27,9.821,19.642,0.05707983819459228,SZSE,1,0,,,2026,3,3,0.208617812168108,0.206666666667,-0.009352727271129346,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.27,VAL-ab558f30b95e54fe546a39f8,偏贵
301095.SZ,广立微,VAL-b8f98a1288a581c6d5f7982c,2026-08-26,VAL-fecb3c901da3654aa0a7d59b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.687725,46.945221,91.777908,18.8864,42.8576,83.786608,0.09537681394143571,SZSE,0,0,,,2026,3,10,0.8288351219661838,0.756,-0.08787649079518067,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,74.78,VAL-b8f98a1288a581c6d5f7982c,偏贵
301115.SZ,联检科技,VAL-41895f0fa008a08f46d7732d,2026-08-26,VAL-16a224e1a695883ca79ad422,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,12.053412,20.08902,32.142433,2.565,6.65,12.635,2.4880555615843734,SZSE,7,2,2026-08-26 联检科技：关于2026年半年度计提资产减值准备及核销资产的公告；2026-08-26 联检科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/46d6cc20-08b3-4714-8e32-2f852bd905b3.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/05a44fbf-ec06-4384-9ff3-7cc8733b114a.PDF,,0,1,,0.19,,2条相关标题需正文核验,2026-08-28,28.86,VAL-41895f0fa008a08f46d7732d,偏贵
301117.SZ,佳缘科技,VAL-1b52597d0a1927f5658efb2b,2026-08-26,VAL-e93415bb0a0d34161e1ff13f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.592865,17.267158,28.778596,9.592865,17.267158,28.778596,0.0,SZSE,11,2,2026-08-28 ST佳缘：2026年半年度报告；2026-08-28 ST佳缘：关于2026年半年度计提资产减值、信用减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/20e2df21-6696-4e0a-a208-42014bc50446.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/e0e62276-81a9-458e-b99c-b4ddb2adb6c8.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,13.08,VAL-1b52597d0a1927f5658efb2b,基本合理
301123.SZ,奕东电子,VAL-8d91ef813b1f3486ed6f1754,2026-08-26,VAL-546b109e4db4e1d82fc9583a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,10.752434,17.920724,28.673159,24.1332,59.5,114.954,-0.6571557945887518,SZSE,7,6,2026-08-28 奕东电子：奕东电子：2026年限制性股票激励计划实施考核管理办法；2026-08-28 奕东电子：关于作废2025年限制性股票激励计划部分已授予尚未归属的第二类限制性股票的公告；2026-08-28 奕东电子：奕东电子：2026年限制性股票激励计划（草案）；2026-08-28 奕东电子：上海君澜律师事务所关于奕东电子2026年限制性股票激励计划（草案）之法律意见书；2026-08-28 奕东电子：奕东电子科技股份有限公司董事会薪酬与考核委员会2026年限制性股票激励计划相关事项的核查意见；2026-08-28 奕东电子：奕东电子：2026年限制性股票激励计划自查表,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b2460231-69c5-4326-bc04-2b7fc92d6d07.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b8f7538a-f84f-4ff1-a9fd-aee581db875f.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/9a8d8554-6659-40f1-aea8-7ac473a7c825.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/dcb29e5b-bb20-4ebb-867c-bf55a9896128.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/6c0df235-c938-4d18-b8af-9863faf19689.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/8f9ee174-d62f-403d-9f7e-6e980d0f2843.PDF,2026,2,1,1.0484145925673372,1.19,0.1350471544715448,6条相关标题需正文核验；机构EPS变化+13.5%,2026-08-28,75.7,VAL-8d91ef813b1f3486ed6f1754,明显偏贵
301137.SZ,哈焊华通,VAL-877d5834844ba5d8b0f1dcb6,2026-08-26,VAL-c46a6bfdb8fcdf0a7aa823a2,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.540839,5.812377,10.885752,2.257992,5.165342,9.81415,0.12526473953617057,SZSE,11,2,2026-08-26 哈焊华通：关于2026年半年度计提资产减值损失、信用减值损失及核销资产的公告；2026-08-26 哈焊华通：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/7bb04489-f358-4a88-846c-1bb21b2bac06.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/f61182ff-9df5-4bce-bd77-24ad94f674c8.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,32.12,VAL-877d5834844ba5d8b0f1dcb6,明显偏贵
301152.SZ,天力锂能,VAL-b1575201124700e7a5996cc8,2026-08-26,VAL-bc8c13e5aa943c7f6840f584,2026-08-28,沿用,本周已复核、合理价值不变,9.179934,14.279897,22.439839,9.179934,14.279897,22.439839,0.0,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.13,VAL-b1575201124700e7a5996cc8,偏贵
301158.SZ,德石股份,VAL-f30d3a2f5356d88fe99bf513,2026-08-26,VAL-298ed38a83a3649e6c21f78a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.34797,23.671827,44.33395,11.205,29.05,55.195,-0.1548926344553473,SZSE,0,0,,,,0,1,,0.83,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.04,VAL-f30d3a2f5356d88fe99bf513,基本合理
301165.SZ,锐捷网络,VAL-666a2a9939bfe9fdbb4faeef,2026-08-26,VAL-e534238cf4ffc1f8269d8599,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,53.017536,120.309024,237.180647,33.6141,78.234,151.148088,0.5496602982080163,SZSE,0,0,,,2026,2,8,2.4275428585300243,1.6575,-0.3172108190898497,机构EPS变化-31.7%,2026-08-28,119.4,VAL-666a2a9939bfe9fdbb4faeef,基本合理
301171.SZ,易点天下,VAL-2528c0967c2ff5ffcd21d5a6,2026-08-26,VAL-a48b26e261c805346f128058,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.271061,12.118434,19.389495,8.292267,19.6352,37.634133,-0.30571952694456683,SZSE,0,0,,,2026,1,9,0.37720982575226525,0.418,0.1081365634269662,机构EPS变化+10.8%,2026-08-28,35.42,VAL-2528c0967c2ff5ffcd21d5a6,明显偏贵
301191.SZ,菲菱科思,VAL-13c522066413d51d12ec42ea,2026-08-26,VAL-4079d5a536a49b6fbd3cb2c9,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,18.425197,45.931759,86.023622,17.685,45.85,87.115,0.012937058314314909,SZSE,25,7,2026-08-28 菲菱科思：北京市中伦（深圳）律师事务所关于深圳市菲菱科思通信技术股份有限公司2026年限制性股票激励计划（草案）的法律意见书；2026-08-28 菲菱科思：2026年半年度报告；2026-08-28 菲菱科思：2026年限制性股票激励计划自查表；2026-08-28 菲菱科思：深圳市菲菱科思通信技术股份有限公司2026年限制性股票激励计划（草案）；2026-08-28 菲菱科思：深圳市菲菱科思通信技术股份有限公司2026年限制性股票激励计划实施考核管理办法；2026-08-28 菲菱科思：关于2026年半年度利润分配预案的公告；2026-08-28 菲菱科思：董事会薪酬与考核委员会关于2026年限制性股票激励计划相关事项的核查意见,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/4e16059d-d226-4276-a840-146b03dcae3b.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b39767c3-c629-4c34-a4c6-e09ad8dc92c7.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/fcaaf230-7bb4-49ec-97a1-db6131934b63.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/83c57ce6-f8ab-4738-9d40-64cf38f327de.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/1a0a97ab-88b1-428d-ab05-492a29d1437d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/38836919-6707-4d0f-b1ba-01b865acdcf8.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/fdc44a31-ef90-49d6-adf9-aa9d4b902370.PDF,2026,1,1,1.3123359580052494,1.31,-0.0017800000000000038,7条相关标题需正文核验,2026-08-28,88.05,VAL-13c522066413d51d12ec42ea,明显偏贵
301200.SZ,大族数控,VAL-babff05054d23fb22d73a8ff,2026-08-26,VAL-704d5c539e982cbe1cf04276,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,54.538928,128.918139,256.186125,88.792364,201.490364,401.637458,-0.3680055707620331,SZSE,0,0,,,2026,3,12,4.370106394778368,3.883636363636,-0.11131766304903423,机构EPS变化-11.1%,2026-08-28,268.36,VAL-babff05054d23fb22d73a8ff,明显偏贵
301205.SZ,联特科技,VAL-86659b320cb556929b310436,2026-08-26,VAL-7827d68e4f3ffb6879ea4ab7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,26.999168,63.536503,118.994793,27.225,64.936667,123.379667,-0.01764286663781789,SZSE,23,6,2026-08-28 联特科技：武汉联特科技股份有限公司2024年限制性股票激励计划调整授予价格、预留授予部分（第一批）第一个归属期归属条件成就、作废部分已授予但尚未归属的限制性股票的法律意见书；2026-08-28 联特科技：关于调整2024年限制性股票激励计划授予价格的公告；2026-08-28 联特科技：关于作废2024年限制性股票激励计划部分已授予但尚未归属的限制性股票的公告；2026-08-28 联特科技：关于公司2024年限制性股票激励计划预留授予部分（第一批）第一个归属期归属条件成就的公告；2026-08-28 联特科技：董事会薪酬与考核委员会关于2024年限制性股票激励计划预留授予部分（第一批）第一个归属期归属名单及作废部分已授予但尚未归属的限制性股票的核查意见；2026-08-28 联特科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/5c750233-3058-4f50-844a-78c197565741.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/0535cfff-3ba3-4650-8625-61a5f7ef50eb.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/5276956f-525e-42bd-a4f1-1151ce502930.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/ff731503-8d55-4282-8804-6c51e2872f2f.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b2923f2c-f669-4fd6-a0f5-10904d6e94fd.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/24cc1386-8659-4565-904c-1e9c7e3c178e.PDF,2026,2,3,1.9230176347268466,1.923333333333,0.00016416833650012563,6条相关标题需正文核验,2026-08-28,320.85,VAL-86659b320cb556929b310436,明显偏贵
301213.SZ,观想科技,VAL-33ae155ae1b4e8d001a94e21,2026-08-26,VAL-098165c8b61e2c5743a81c35,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.457422,7.626667,14.252334,6.453603,14.235888,26.988871,-0.4642647806077008,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.35,VAL-33ae155ae1b4e8d001a94e21,明显偏贵
301217.SZ,铜冠铜箔,VAL-a81a91f0c62439a644c7695a,2026-08-26,VAL-35196d039c4bad276c226c9d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.197694,19.224609,37.141945,6.904688,17.645313,34.584813,0.07626484414399815,SZSE,9,2,2026-08-27 铜冠铜箔：2026年半年度报告；2026-08-27 铜冠铜箔：关于2026年中期利润分配预案的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/bc440546-fb6b-4456-b2ca-256b8f3807ae.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/b5f5d673-0b4e-4178-bba0-784c27b8fb68.PDF,2026,1,5,0.6151875000307594,0.563,-0.08483186025098055,2条相关标题需正文核验,2026-08-28,114.39,VAL-a81a91f0c62439a644c7695a,明显偏贵
301226.SZ,祥明智能,VAL-2c34a745d9da7f45ec1eab32,2026-08-26,VAL-f91a8a747720394f20c91bec,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.24,2.836602,5.389545,1.24,2.836602,5.389545,0.0,SZSE,5,1,2026-08-28 祥明智能：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/d0dec707-56c2-424c-81bd-be5021fe81b7.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,28.48,VAL-2c34a745d9da7f45ec1eab32,明显偏贵
301228.SZ,实朴检测,VAL-15ca32ca2d8a5db22c80a97d,2026-08-26,VAL-939644fee5c62f97410d8cf9,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.019573,9.035232,15.058719,4.993146,8.987663,14.979438,0.005292683706644041,SZSE,1,1,2026-08-28 实朴检测：关于2026年限制性股票激励计划首次授予登记完成的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/7207a7ab-df92-414a-9e92-067368b346c3.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,66.15,VAL-15ca32ca2d8a5db22c80a97d,明显偏贵
301233.SZ,盛帮股份,VAL-2f35c3b89f73421e603ba87e,2026-08-26,VAL-f5e1b5ad9004e4c4efa8c818,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,29.104974,59.922006,113.406676,30.484069,62.761318,120.501731,-0.04523984655669877,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.3,VAL-2f35c3b89f73421e603ba87e,基本合理
301234.SZ,五洲医疗,VAL-44ffec8da281e339d5b0dfd8,2026-08-26,VAL-825e84cb95431426edfc2045,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.880706,10.922295,21.532525,3.183069,7.489574,14.642117,0.4807017343314115,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,99.19,VAL-44ffec8da281e339d5b0dfd8,明显偏贵
301236.SZ,软通动力,VAL-6d1190725e9ad8392b2a80f6,2026-08-26,VAL-f3b4ab40aa16171f3a2e1223,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.382838,18.971397,30.354235,6.077175,14.3901,27.581025,0.4830618633892396,SZSE,22,2,2026-08-26 软通动力：2026年半年度报告；2026-08-26 软通动力：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/c13bdb2e-b111-4886-9ad4-4006274c78d0.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/41285cb9-4e2e-42e4-a7ec-2e06c0b408e9.PDF,,0,9,,0.333333333333,,2条相关标题需正文核验,2026-08-28,37.12,VAL-6d1190725e9ad8392b2a80f6,明显偏贵
301252.SZ,同星科技,VAL-0549811ad5b5fe382f5a03eb,2026-08-26,VAL-62808f06480661ba14726ac8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.696304,28.006552,55.212917,12.1992,29.75,58.65,-0.02971079305445634,SZSE,0,0,,,,0,1,,0.68,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.09,VAL-0549811ad5b5fe382f5a03eb,偏贵
301255.SZ,通力科技,VAL-3a2fa7370ca692a0d55b4189,2026-08-26,VAL-fde2c48c9b541aed21914dde,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.171392,2.679656,5.018613,2.937011,6.718652,12.765438,-0.6011617224006265,SZSE,5,1,2026-08-26 通力科技：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/09825640-8787-4cb7-a9e0-b49ebb3ac67c.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,19.83,VAL-3a2fa7370ca692a0d55b4189,明显偏贵
301269.SZ,华大九天,VAL-cbef334a2444b54caf2f12e7,2026-08-26,VAL-6713c5f6632ce8a140b4c0d6,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.584405,14.307342,22.891747,9.06,20.838,38.8976,-0.23433851762659708,SZSE,0,0,,,2026,2,5,0.15675486755214724,0.2416,0.5412599543017544,机构EPS变化+54.1%,2026-08-28,96.1,VAL-cbef334a2444b54caf2f12e7,明显偏贵
301278.SZ,快可电子,VAL-897013e40ac34824d2665fc8,2026-08-26,VAL-d03ff077ae24d61706f8a930,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.286192,22.222966,34.921803,14.286192,22.222966,34.921803,0.0,SZSE,8,1,2026-08-28 快可电子：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/4ea26c5d-e14c-4a84-8ee4-48a53bb7d076.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,28.62,VAL-897013e40ac34824d2665fc8,偏贵
301289.SZ,国缆检测,VAL-e09ed22a6a174032df59f1b7,2026-08-26,VAL-87885e71bb42c8ede2ffe266,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,33.742826,74.432703,139.096114,32.59054,71.890897,136.293159,0.03535644326943954,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,45.13,VAL-e09ed22a6a174032df59f1b7,基本合理
301293.SZ,三博脑科,VAL-69ce995ad78ffbf9f44e708d,2026-08-26,VAL-790565fa4a3ec3a4f463bbcf,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.089254,12.743523,25.32393,6.4584,14.868,29.3112,-0.16381681859104202,SZSE,18,2,2026-08-27 三博脑科：关于2026年半年度计提信用及资产减值准备的公告；2026-08-27 三博脑科：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/2c394e43-1ec2-4cac-a22b-7520f05a9b53.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/89434f36-e297-4c58-8b56-d029c5801d69.PDF,2026,1,2,0.4077927505197209,0.36,-0.11719862714285711,2条相关标题需正文核验；机构EPS变化-11.7%,2026-08-28,51.95,VAL-69ce995ad78ffbf9f44e708d,明显偏贵
301297.SZ,富乐德,VAL-c6c80c007e971c033ad2c880,2026-08-26,VAL-151489ec20266dfe1421f1a1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.928682,21.901504,42.817441,8.034059,18.176603,35.117198,0.21439840016249878,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.78,VAL-c6c80c007e971c033ad2c880,偏贵
301302.SZ,华如科技,VAL-4714f3ab1c4ce0b39279783d,2026-08-26,VAL-d47758152f4a4c6c4d317470,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.123091,16.421564,27.369274,9.412731,16.942917,28.238194,-0.030771127312066215,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.1,VAL-4714f3ab1c4ce0b39279783d,偏贵
301306.SZ,西测测试,VAL-6d6ceabe00a7602a92e2900c,2026-08-26,VAL-f99f5c754d12c8d22d098c63,2026-08-28,沿用,本周已复核、合理价值不变,9.962016,17.931628,29.886047,9.962016,17.931628,29.886047,0.0,SZSE,0,0,,,,0,1,,-0.2,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,89.27,VAL-6d6ceabe00a7602a92e2900c,明显偏贵
301307.SZ,美利信,VAL-317b1ce47d946fd433f1b4ea,2026-08-26,VAL-1869d6f371843cd3cb2172f5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.932012,16.553354,26.485366,3.276,7.875,15.6975,1.3751561294951125,SZSE,0,0,,,,0,1,,0.14,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,56.66,VAL-317b1ce47d946fd433f1b4ea,明显偏贵
301308.SZ,江波龙,VAL-85baa326b4534ff63263022f,2026-08-26,VAL-4358c87cea6594174d4c3a53,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,336.046739,762.567599,1403.124383,687.04125,1580.194875,3160.38975,-0.5154389408822604,SZSE,14,0,,,2026,3,8,43.082915212782304,33.9125,-0.21285503006216078,机构EPS变化-21.3%,2026-08-28,376.88,VAL-85baa326b4534ff63263022f,基本合理
301312.SZ,智立方,VAL-342042409c71419ffbb73874,2026-08-26,VAL-f6aecd217c4afc2c55ff79ce,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,15.396522,35.444614,69.876524,12.4722,29.028,56.082096,0.22508171044958813,SZSE,24,7,2026-08-27 智立方：2026年限制性股票激励计划（草案）；2026-08-27 智立方：2026年限制性股票激励计划实施考核管理办法；2026-08-27 智立方：关于2026年半年度计提资产减值准备及预计负债的公告；2026-08-27 智立方：2026年限制性股票激励计划自查表；2026-08-27 智立方：2026年半年度报告；2026-08-27 智立方：董事会薪酬与考核委员会关于公司2026年限制性股票激励计划相关事项的核查意见；2026-08-27 智立方：北京德恒（深圳）律师事务所关于深圳市智立方自动化设备股份有限公司2026年限制性股票激励计划（草案）的法律意见,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/04da14e7-9b5d-42d7-bcc3-52aed97e20f2.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/9e9896b0-a017-41d4-aa76-b7544f2b941c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/95eb0aa2-8581-4a37-bdb0-a3ebbb37be6c.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/fcaf88f5-4233-4355-8137-d66486fca453.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/50ae7ec3-d1ba-4638-a24b-5b4533f8dad7.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/5377df60-97dc-46d7-8662-d0cd46f1ebc5.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/06245414-1053-45fe-b71e-010a5018e6e8.PDF,2026,2,2,0.8582230959520158,0.615,-0.28340311173076926,7条相关标题需正文核验；机构EPS变化-28.3%,2026-08-28,80.0,VAL-342042409c71419ffbb73874,明显偏贵
301315.SZ,威士顿,VAL-f7b09434008f6eeca4f4fad2,2026-08-26,VAL-f43fe0523c13ebc2ded1fb53,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.287231,9.457126,18.644049,3.981,9.006787,17.401112,0.05825241821412708,SZSE,10,1,2026-08-28 威士顿：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/448eabe5-be24-432c-a523-e24e30543901.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,42.0,VAL-f7b09434008f6eeca4f4fad2,明显偏贵
301338.SZ,凯格精机,VAL-034855f4de844fd278f2cb60,2026-08-26,VAL-b29e21a1e1969611d4e20efe,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,67.275,164.0625,323.4375,73.346,166.439,331.768407,-0.03522947640594698,SZSE,1,0,,,2026,1,9,3.75,3.07,-0.18133333333333335,机构EPS变化-18.1%,2026-08-28,99.1,VAL-034855f4de844fd278f2cb60,基本合理
301348.SZ,蓝箭电子,VAL-3e9d334b3863abd03dc303f6,2026-08-26,VAL-dce1f8e7c1ac3fb0cc7f4ea5,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.50986,9.183101,14.692961,5.50986,9.183101,14.692961,0.0,SZSE,8,2,2026-08-27 蓝箭电子：关于2026年半年度计提资产减值准备的公告；2026-08-27 蓝箭电子：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/26d62d1f-29c1-447b-b156-e7e3db68d195.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/0704e981-668e-4820-96a7-547306aecfa4.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,21.43,VAL-3e9d334b3863abd03dc303f6,明显偏贵
301357.SZ,北方长龙,VAL-229b39eba1ab2a2c01900a84,2026-08-26,VAL-4279a2cf590a560075482d20,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.02691,8.290696,15.918137,4.02691,8.290696,15.918137,0.0,SZSE,13,2,2026-08-27 北方长龙：2026年半年度报告；2026-08-27 北方长龙：关于2026年第二季度计提信用减值损失及资产减值损失的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/c8cf3475-ff94-465e-a80a-ef40bf4591d0.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/2dd7e64f-3276-4f0d-8ffa-6d34ea288408.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,89.99,VAL-229b39eba1ab2a2c01900a84,明显偏贵
301363.SZ,美好医疗,VAL-6ddda74453a29e7b17ade618,2026-08-26,VAL-a5bcc4f5689d17abd8b06f3e,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.132257,25.62777,50.523319,9.969514,22.951,45.246257,0.11662980110213361,SZSE,0,0,,,2026,7,14,0.620527128830819,0.555714285714,-0.10444804119835616,机构EPS变化-10.4%,2026-08-28,16.37,VAL-6ddda74453a29e7b17ade618,基本合理
301366.SZ,一博科技,VAL-0975804eb17e0ec67f189f2f,2026-08-26,VAL-86bbf4a58e128897afa7af2a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.001969,11.493495,22.839874,9.378692,20.688292,41.238662,-0.4513761672936667,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,56.14,VAL-0975804eb17e0ec67f189f2f,明显偏贵
301368.SZ,丰立智能,VAL-926088b3240fa49774edd5d2,2026-08-26,VAL-c315800997498a9a4b592a33,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.763236,13.973826,23.289709,7.848402,14.127124,23.545207,-0.010851344354624315,SZSE,12,2,2026-08-26 丰立智能：2026年半年度报告；2026-08-26 丰立智能：关于2026年半年度计提信用减值损失及资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/f6235aef-4c2f-4a9c-a375-dbd892d62859.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/5d94d60c-babf-4299-9b79-9be0e61893b0.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,37.89,VAL-926088b3240fa49774edd5d2,明显偏贵
301369.SZ,联动科技,VAL-4fb85bcf0dd0ea6b9bf9fe48,2026-08-26,VAL-e61aea53215769778ced5787,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,39.787236,90.28642,179.97093,31.8942,72.3753,144.268098,0.24747558969785044,SZSE,10,2,2026-08-27 联动科技：2026年半年度报告；2026-08-27 联动科技：关于2026年半年度利润分配预案的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/cd2358a4-db61-454d-9dad-7a2476201835.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/d57260f0-d6c7-492e-8840-3a99bb20eaa2.PDF,2026,4,4,1.7003092210687922,1.33975,-0.21205508774583337,2条相关标题需正文核验；机构EPS变化-21.2%,2026-08-28,135.75,VAL-4fb85bcf0dd0ea6b9bf9fe48,偏贵
301382.SZ,蜂助手,VAL-44ef8dcb65916f17a2502358,2026-08-26,VAL-70982474231c6d5ca82e5988,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,15.370916,34.880156,68.763737,12.6477,29.9484,57.4011,0.17971063078544747,SZSE,7,2,2026-08-27 蜂助手：2026年半年度报告；2026-08-27 蜂助手：蜂助手股份有限公司关于2026年第二季度计提资产减值准备及核销资产的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/2bcfbe5a-f491-423c-b7c2-1617ccf8f8d3.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/9567d9fb-799b-4ebe-b8c7-096b29f0ef86.pdf,2026,2,2,0.7037965372811198,0.705,0.0017099582835820026,2条相关标题需正文核验,2026-08-28,37.4,VAL-44ef8dcb65916f17a2502358,偏贵
301392.SZ,汇成真空,VAL-e3a00b887006c7945ad50f64,2026-08-26,VAL-25825185d309507eb73af97a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,27.9552,67.2,131.376,26.793,60.7995,121.19367,0.08633958386848195,SZSE,12,6,2026-08-27 汇成真空：2026年半年度报告；2026-08-27 汇成真空：关于2026年半年度计提资产减值准备的公告；2026-08-27 汇成真空：2026年限制性股票激励计划预留部分授予激励对象名单（预留授予日）；2026-08-27 汇成真空：董事会薪酬与考核委员会关于公司2026年限制性股票激励计划预留授予相关事项的核查意见；2026-08-27 汇成真空：广东信达律师事务所关于广东汇成真空科技股份有限公司2026年限制性股票激励预留授予相关事项的法律意见书；2026-08-27 汇成真空：关于向激励对象授予预留部分限制性股票的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/4fa59786-cbf3-4cd4-a421-ec19080b29ac.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/6cd00511-c9e7-4a66-909c-17ae8a69ede2.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/3fb7161c-25bd-49a5-b54e-1fb4b1388fe6.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/d87cb7b8-3b8f-46c2-b0c8-cef86d323d1d.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/1da460e8-96b8-4ae3-ad1b-2e3c11e92106.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/b0e7cd0f-cc4f-48cd-9f94-2b0af810ad7e.PDF,2026,1,2,1.12,1.145,0.02232142857142838,6条相关标题需正文核验,2026-08-28,175.41,VAL-e3a00b887006c7945ad50f64,明显偏贵
301396.SZ,宏景科技,VAL-99d9eeb5813ed983ec3b5191,2026-08-26,VAL-969b33f5a9cf3b0e2ef3b667,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,54.202534,122.998057,242.481884,63.03024,146.6976,283.419763,-0.15509266199470695,SZSE,0,0,,,2026,3,5,2.4818009891729185,3.108,0.25231636765354337,机构EPS变化+25.2%,2026-08-28,176.25,VAL-99d9eeb5813ed983ec3b5191,偏贵
301413.SZ,安培龙,VAL-3441cc3e8a6a5dbba29d6921,2026-08-26,VAL-37a1b73d555ed01d4ef14e64,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,34.560278,78.425247,153.321358,33.6,77.28,153.272,0.018989222582972642,SZSE,9,1,2026-08-28 安培龙：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/118b8836-4457-4082-8966-bc6cc88b8b1e.PDF,2026,3,4,1.1077012318399877,1.12,0.011102965137614884,1条相关标题需正文核验,2026-08-28,59.3,VAL-3441cc3e8a6a5dbba29d6921,基本合理
301419.SZ,阿莱德,VAL-4241ad04cdd09abd65c90572,2026-08-26,VAL-e0194a51d7c487ad6c238a52,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.66094,25.722661,50.71039,11.916309,26.959975,52.086671,-0.03839572218373544,SZSE,7,2,2026-08-27 阿莱德：董事会薪酬与考核委员会关于2026年限制性股票激励计划首次授予激励对象名单的公示情况说明及核查意见；2026-08-26 阿莱德：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/a6bd81b1-3e8e-412d-8295-fb9d8ddb42bb.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/f6077f92-f939-4736-a2b8-267621ea7e93.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,37.94,VAL-4241ad04cdd09abd65c90572,偏贵
301421.SZ,波长光电,VAL-b8606dee91720bc86ca55a75,2026-08-26,VAL-1888caa8fac853da32096520,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.721697,10.849487,21.560101,9.36,22.5,44.85,-0.5112622724419336,SZSE,0,0,,,,0,1,,0.4,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,78.98,VAL-b8606dee91720bc86ca55a75,明显偏贵
301489.SZ,思泉新材,VAL-ffa6f0468e0bf110249f7aaf,2026-08-26,VAL-9431cf8d7f0bf14dabaf0b6d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,76.267307,183.334874,361.431608,70.7772,174.5,337.134,0.058403231119729115,SZSE,23,3,2026-08-28 思泉新材：关于2026年半年度利润分配方案的公告；2026-08-28 思泉新材：2026年半年度报告；2026-08-28 思泉新材：关于2026年半年度计提资产减值准备的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/a01f70f0-e8c4-4315-a806-44dae9c2b6d6.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/ca04d709-31ad-4d7e-b84f-3e2ee5a33c07.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/2d35eef2-c5ff-4662-85b2-48b7f4d8f2d3.PDF,2026,1,1,3.492092830675217,3.49,-0.0005993055673758629,3条相关标题需正文核验,2026-08-28,115.88,VAL-ffa6f0468e0bf110249f7aaf,基本合理
301508.SZ,中机认检,VAL-192e56937acb59048620184a,2026-08-26,VAL-7bcb0438ea3a31074f2fd223,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.507884,38.620332,72.171745,16.377375,36.126563,68.489941,0.06902868885758617,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.57,VAL-192e56937acb59048620184a,基本合理
301510.SZ,固高科技,VAL-eb28a81ab779a87a06509600,2026-08-26,VAL-59d1f722857813cf38e7425a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.328212,7.448044,14.683287,5.382,13.125,25.875,-0.41771999783865554,SZSE,0,0,,,,0,1,,0.3,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.77,VAL-eb28a81ab779a87a06509600,明显偏贵
301511.SZ,德福科技,VAL-6b06b168b97f2b5ccb4d572d,2026-08-26,VAL-5ee906f4f2cd25c090ce6064,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.45135,32.233525,63.546092,31.746,72.039,143.59774,-0.569447656212362,SZSE,2,0,,,2026,1,4,1.2279438128448634,1.2825,0.044428895348837205,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,90.5,VAL-6b06b168b97f2b5ccb4d572d,明显偏贵
301516.SZ,中远通,VAL-6bfad8bc9bdea79512517d16,2026-08-26,VAL-6fafa9471daa0784736d7d7a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.062038,6.770063,10.832101,4.062038,6.770063,10.832101,0.0,SZSE,13,2,2026-08-27 中远通：关于2026年半年度计提信用减值准备及资产减值准备的公告；2026-08-27 中远通：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/82acd308-2092-48ba-bd08-493d9da6b57e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/019d53ce-2f51-4eb2-b484-c55195cfd362.PDF,,0,0,,,,2条相关标题需正文核验,2026-08-28,17.55,VAL-6bfad8bc9bdea79512517d16,明显偏贵
301517.SZ,陕西华达,VAL-e174a177015099c43f053d0c,2026-08-26,VAL-6e058be057d5a728f36d69db,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.444781,12.407968,19.852748,5.04,12.6,23.8875,0.12543928571428564,SZSE,0,0,,,,0,1,,0.21,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,37.8,VAL-e174a177015099c43f053d0c,明显偏贵
301526.SZ,国际复材,VAL-58926b6929537ebab31abeca,2026-08-26,VAL-62418263dccb1d67e9912a12,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.543536,13.881051,27.584424,9.8748,22.4082,44.667012,-0.39830291484682345,SZSE,1,0,,,2026,1,5,0.4441936277648616,0.422,-0.04996385895164179,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,30.2,VAL-58926b6929537ebab31abeca,明显偏贵
301529.SZ,福赛科技,VAL-93eb68e460030fc48ba93661,2026-08-26,VAL-e7bac74346b60eed52883392,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,28.023552,66.24157,131.635248,35.4614,81.636333,160.9402,-0.19498764335599905,SZSE,0,0,,,2026,2,3,2.245476955218117,1.976666666667,-0.11971188923869669,机构EPS变化-12.0%,2026-08-28,114.2,VAL-93eb68e460030fc48ba93661,偏贵
301550.SZ,斯菱智驱,VAL-3786e81ee1ca526340511bda,2026-08-26,VAL-b815ac1ca005a24fcf86c0a9,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.617171,19.800484,39.347522,15.754908,36.26966,71.503044,-0.4537647097809634,SZSE,11,1,2026-08-26 斯菱智驱：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/589ef699-ca3a-46f6-92c0-bd0f33eb1338.PDF,,0,5,,0.7322,,1条相关标题需正文核验,2026-08-28,87.32,VAL-3786e81ee1ca526340511bda,明显偏贵
301583.SZ,托伦斯精密制造（江苏）股份有限公司,VAL-64bc428e7718852bab5b88a4,2026-08-26,VAL-6005d1873e307390f82c9de6,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,12.667895,27.943886,52.161921,12.667895,27.943886,52.161921,0.0,SZSE,5,1,2026-08-27 托伦斯：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-27/eba6f201-7626-4901-8f7b-ef3024f78c33.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,125.0,VAL-64bc428e7718852bab5b88a4,明显偏贵
301586.SZ,佳力奇,VAL-4cf060c8eaf9f794fdfde836,2026-08-26,VAL-e25228bd06f39c7cdc7c89d9,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.49966,17.4993,33.598656,8.49966,17.4993,33.598656,0.0,SZSE,7,1,2026-08-28 佳力奇：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/f76f3a81-a456-4caf-a750-038f315465b9.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,29.8,VAL-4cf060c8eaf9f794fdfde836,偏贵
301596.SZ,瑞迪智驱,VAL-abf271899fa4f1c41d883f1b,2026-08-26,VAL-862d36216e4cf66e7a8e1518,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,21.513489,48.143996,94.912449,16.912642,37.307298,72.459064,0.28472080566669744,SZSE,6,1,2026-08-26 瑞迪智驱：2026年半年度报告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-26/5aaadd88-4256-4781-bd8c-7ec7f1e1c79d.PDF,,0,0,,,,1条相关标题需正文核验,2026-08-28,46.56,VAL-abf271899fa4f1c41d883f1b,基本合理
301611.SZ,珂玛科技,VAL-e4dfc4f1278d53c0cb074532,2026-08-26,VAL-3473e9170628142e0aa5c376,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,18.891743,45.412844,88.78211,20.709,46.9935,93.67371,-0.05018888519626308,SZSE,1,1,2026-08-28 珂玛科技：关于终止股权收购意向事项的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-08-28/b605c164-e686-4e3b-93e1-1c0c0f96992d.PDF,2026,1,2,0.7568807339449541,0.885,0.16927272727272724,1条相关标题需正文核验；机构EPS变化+16.9%,2026-08-28,98.45,VAL-e4dfc4f1278d53c0cb074532,明显偏贵
600019.SH,宝钢股份,VAL-72087dc82a5fa5b0b06060ef,2026-08-26,VAL-5a1d32aeadb55bf407d62b75,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.053226,12.940566,25.715492,9.73245,22.40525,44.17035,-0.4089872019466234,SSE,0,0,,,2026,3,7,0.43866324597046036,0.476666666667,0.08663461332955813,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.83,VAL-72087dc82a5fa5b0b06060ef,偏低
600031.SH,三一重工,VAL-72e0bd44a3444b8698c0e353,2026-08-26,VAL-b6545ba2d39cd8c87b957280,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.573147,39.001195,73.043666,15.83982,37.780904,71.783718,0.03643401010400393,SSE,0,0,,,2026,8,28,1.1804235739489508,1.170851851852,-0.008108718182347041,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.1,VAL-72e0bd44a3444b8698c0e353,基本合理
600038.SH,中直股份,VAL-124192a1cedcb66ab868442b,2026-08-26,VAL-c77bbaacbc25a62a48a713bf,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.983728,20.554734,38.901303,16.9125,36.3055,69.70656,-0.42616291480326207,SSE,0,0,,,,0,5,,0.902,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.63,VAL-124192a1cedcb66ab868442b,偏贵
600072.SH,中船科技,VAL-1b97ed790058026f1c8b181b,2026-08-26,VAL-1620b15e9a9152a90ba3d1f4,2026-08-28,沿用,本周已复核、合理价值不变,5.068564,9.123415,15.205692,5.068564,9.123415,15.205692,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.9,VAL-1b97ed790058026f1c8b181b,基本合理
600089.SH,特变电工,VAL-906a9f734c075b693b39deac,2026-08-26,VAL-8114d4a346abad350586d82c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.645312,33.346235,65.739721,20.0928,45.5952,88.556011,-0.2846250913408842,SSE,0,0,,,2026,2,9,1.3456914972178065,1.431111111111,0.06347637186516897,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.3,VAL-906a9f734c075b693b39deac,基本合理
600096.SH,云天化,VAL-8be416dbcd901357a6888d09,2026-08-26,VAL-d1a0646dbdd35e4fac9f5fd8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,26.579464,61.203668,121.999312,26.579464,60.678432,120.952341,0.0060193521053957255,SSE,0,0,,,2026,10,25,2.881528638995587,2.8832,0.0005800258174757378,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.58,VAL-8be416dbcd901357a6888d09,基本合理
600105.SH,永鼎股份,VAL-9f4d74c62141a9582312d55b,2026-08-26,VAL-d919244169d14a0ddb98178f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.46222,39.572644,78.014641,12.4215,28.91,55.85412,0.3557423272806455,SSE,0,0,,,2026,1,3,0.7537646498417577,0.776666666667,0.030383511391851803,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,39.8,VAL-9f4d74c62141a9582312d55b,偏贵
600108.SH,亚盛集团,VAL-89c2813a8eb151f21b8e1e22,2026-08-26,VAL-5c70893cf04798ec3405064d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.00401,3.340016,5.344026,0.039565,0.096974,0.187354,38.13919100037351,SSE,450,75,2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告；2026-08-28 亚盛集团2026年半年度报告,https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600108_20260828_IZSF.pdf,,0,0,,,,75条相关标题需正文核验,2026-08-28,3.81,VAL-89c2813a8eb151f21b8e1e22,偏贵
600111.SH,北方稀土,VAL-fffe3c52e2eb091c3b7b0c52,2026-08-26,VAL-d302f8966ceacd7ceaebd2d5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.679721,29.448869,56.895215,10.422,26.634,52.20264,0.1099036593264251,SSE,0,0,,,2026,3,7,1.247833427427793,1.242571428571,-0.004216908075334813,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.62,VAL-fffe3c52e2eb091c3b7b0c52,偏贵
600114.SH,东睦股份,VAL-5b444f28e05b424883fd204e,2026-08-26,VAL-cb6c5fb814ba184dcdd266f5,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.665224,34.511324,64.63478,15.345,36.600667,69.541267,-0.053307988133062145,SSE,150,150,2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告；2026-08-28 东睦股份2026年半年度报告（更正后）；2026-08-28 东睦股份关于2026年半年度报告更正的公告,https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_5SQ2.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600114_20260828_XU6E.pdf,2026,2,3,1.0445316103829558,0.9,-0.13836978119787713,150条相关标题需正文核验；机构EPS变化-13.8%,2026-08-28,30.42,VAL-5b444f28e05b424883fd204e,基本合理
600118.SH,中国卫星,VAL-0b5b936b149bee90f8a0f5e6,2026-08-26,VAL-cf488fd28201b1585b587021,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.30766,2.692242,5.095259,1.1875,2.549167,4.8944,0.0704464700761398,SSE,0,0,,,,0,3,,0.063333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,60.23,VAL-0b5b936b149bee90f8a0f5e6,明显偏贵
600123.SH,兰花科创,VAL-a75b63bb7a8bb3bafb0ff3f5,2026-08-26,VAL-e4c9091e20006f415135ce89,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.322852,15.538086,24.860938,2.1645,5.2392,10.845144,2.357907262584923,SSE,0,0,,,2026,3,7,0.21313567071498934,0.23,0.079124856146497,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.32,VAL-a75b63bb7a8bb3bafb0ff3f5,偏低
600127.SH,金健米业,VAL-78e9eab08a88bdcb422c6bc0,2026-08-26,VAL-5d9377663fddb022b14d7a2f,2026-08-28,沿用,本周已复核、合理价值不变,0.941527,1.569212,2.510739,0.941527,1.569212,2.510739,0.0,SSE,75,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.77,VAL-78e9eab08a88bdcb422c6bc0,明显偏贵
600141.SH,兴发集团,VAL-3f3972c1721c8175c8edd0c2,2026-08-26,VAL-3243a3762c27d7cc1d63e2ad,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.750393,36.514958,72.786484,15.7443,38.9754,77.690964,-0.06312806905008617,SSE,0,0,,,2026,2,21,1.7191600041314639,1.742857142857,0.013784137990988432,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.26,VAL-3f3972c1721c8175c8edd0c2,基本合理
600143.SH,金发科技,VAL-c04791861b1eaa27ffcb05f9,2026-08-26,VAL-d55e204fd939b8d66a23e6ef,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.01513,15.571711,30.698516,12.3786,28.497,56.1798,-0.47188931783264343,SSE,0,0,,,2026,1,15,0.5932080461442899,0.664,0.11933748086500318,机构EPS变化+11.9%,2026-08-28,14.11,VAL-c04791861b1eaa27ffcb05f9,基本合理
600148.SH,长春一东,VAL-f7fa5972d6c92029b5daacf9,2026-08-26,VAL-1036d456025325cb146c2643,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.078529,4.279325,8.098928,1.291807,2.659602,5.106436,0.6090093432494585,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.68,VAL-f7fa5972d6c92029b5daacf9,明显偏贵
600150.SH,中国船舶,VAL-d497a4e682c52e733a78011b,2026-08-26,VAL-aa936a73b54263d53936fa2d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,48.856099,103.474713,195.833285,47.190865,101.303058,194.501871,0.025838693749103747,SSE,0,0,,,2026,6,13,2.505440983333202,2.516846153846,0.004552160912457248,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.78,VAL-d497a4e682c52e733a78011b,偏低
600151.SH,航天机电,VAL-398ca6d94123bc7cf42efe83,2026-08-26,VAL-6cd697029c7cb10691d196c9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.078393,5.541108,9.23518,3.071647,5.528965,9.214941,0.0021962390583367686,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.95,VAL-398ca6d94123bc7cf42efe83,明显偏贵
600171.SH,上海贝岭,VAL-09fdc039f92933001ffdea03,2026-08-26,VAL-0118bf6cf22c26d0f85a0ae1,2026-08-28,沿用,本周已复核、合理价值不变,6.545916,14.43952,28.782776,6.545916,14.43952,28.782776,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.89,VAL-09fdc039f92933001ffdea03,偏贵
600178.SH,东安动力,VAL-ae02e33815e715d585a2ed45,2026-08-26,VAL-d5df33d93bb2548f111945f6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.46505,9.83709,16.395149,5.443663,9.798593,16.330988,0.0039288147371359106,SSE,75,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.69,VAL-ae02e33815e715d585a2ed45,基本合理
600183.SH,生益科技,VAL-373015ff2a967cfc99f99b4d,2026-08-26,VAL-ac54ef5a67e9832f4c77cc1c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,69.580035,157.893155,314.73369,57.285,131.7555,266.4389,0.20330400099449575,SSE,0,0,,,2026,7,14,2.9735057508889757,2.774285714286,-0.06699836936364278,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,145.65,VAL-373015ff2a967cfc99f99b4d,基本合理
600184.SH,光电股份,VAL-1c18bf952c932ad013696882,2026-08-26,VAL-cf96df067d75fbaa0d5dd25a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.877846,6.456706,12.219777,2.8125,6.5625,12.6,-0.004314453333333468,SSE,675,75,2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告；2026-08-28 北方光电股份有限公司2026年半年度报告,https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf；https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-28/600184_20260828_BC73.pdf,2026,1,1,0.1475818538212446,0.15,0.016385118604651083,75条相关标题需正文核验,2026-08-28,18.18,VAL-1c18bf952c932ad013696882,明显偏贵
600188.SH,兖矿能源,VAL-b8c134d216f4b858b91c3cff,2026-08-26,VAL-62b80b6b2cfbbc941640d879,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.038061,27.135233,57.610186,9.381704,24.330574,47.566272,0.13232615132089265,SSE,0,0,,,2026,10,23,1.768919991642078,1.718260869565,-0.028638447367001274,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,23.02,VAL-b8c134d216f4b858b91c3cff,基本合理
600206.SH,有研新材,VAL-0323168b9708e15730d3b03c,2026-08-26,VAL-753479e71f4bd9232aab9400,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.254081,9.731557,18.225816,7.155,18.55,35.245,-0.4559176035790702,SSE,0,0,,,,0,1,,0.53,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,51.65,VAL-0323168b9708e15730d3b03c,明显偏贵
600207.SH,安彩高科,VAL-e7bcb84675647798fe38a254,2026-08-26,VAL-2134c98ef342ff6314ce2af4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.40293,2.182336,3.429385,1.551515,2.413468,3.792593,-0.0957676237199504,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.46,VAL-e7bcb84675647798fe38a254,明显偏贵
600227.SH,赤天化,VAL-1b5241defbf901781b26eabc,2026-08-26,VAL-57d4360c32675eeca3ab1874,2026-08-28,沿用,本周已复核、合理价值不变,1.195353,1.992255,3.187609,1.195353,1.992255,3.187609,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.58,VAL-1b5241defbf901781b26eabc,明显偏贵
600228.SH,返利科技,VAL-666cbabe6b48935d27b2a82a,2026-08-26,VAL-53925c9951c4b0b5131251d8,2026-08-28,沿用,本周已复核、合理价值不变,0.794638,1.324397,2.119035,0.794638,1.324397,2.119035,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.31,VAL-666cbabe6b48935d27b2a82a,明显偏贵
600248.SH,陕建股份,VAL-4c58629cc3a34a760f0055d7,2026-08-26,VAL-74bf176b68ca17223a183c09,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.043954,13.40659,21.450543,8.099847,12.599761,19.799625,0.036277788448940695,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,2.95,VAL-4c58629cc3a34a760f0055d7,偏低
600250.SH,南京商旅,VAL-b9e84ce9a934e44362583f73,2026-08-26,VAL-da2729355b6fc3a5f0893ff2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.363487,0.835218,1.659745,0.340769,0.801809,1.567537,0.04912312332287172,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.97,VAL-b9e84ce9a934e44362583f73,明显偏贵
600251.SH,冠农股份,VAL-501b6a07c035aea4ed6dbabe,2026-08-26,VAL-0cc70cf5ce1d65b92a8f794c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.407704,21.616968,42.957238,8.6112,21.712,41.947584,0.023133178556352885,SSE,0,0,,,,0,3,,0.926666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.77,VAL-501b6a07c035aea4ed6dbabe,基本合理
600259.SH,中稀有色,VAL-50551b5f95165a8af884d2f2,2026-08-26,VAL-bd270b0d6c07ea62f6a5094e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,21.429609,49.021982,91.81117,23.8275,56.833,107.9827,-0.12656639867097264,SSE,0,0,,,,0,3,,2.187333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,83.09,VAL-50551b5f95165a8af884d2f2,偏贵
600262.SH,北方股份,VAL-87743a1a1ef5456fd53b1dde,2026-08-26,VAL-f832a6570b42df0489092ff0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,21.726105,49.70024,93.08145,19.227202,43.983795,83.569211,0.12996706886303344,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.38,VAL-87743a1a1ef5456fd53b1dde,偏低
600268.SH,国电南自,VAL-683e8fe94c37b23fd896f30a,2026-08-26,VAL-57f8422cad6e3197f165d9e6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.36943,16.256095,31.572949,8.2836,18.7974,36.508728,-0.1275977622687493,SSE,0,0,,,,0,2,,0.59,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.64,VAL-683e8fe94c37b23fd896f30a,基本合理
600271.SH,航天信息,VAL-70b8f54b82f98a7e0fbdf780,2026-08-26,VAL-de3773e0fdd4f4f2bc4e490b,2026-08-28,沿用,本周已复核、合理价值不变,7.006878,12.612381,21.020635,7.006878,12.612381,21.020635,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.92,VAL-70b8f54b82f98a7e0fbdf780,偏低
600276.SH,恒瑞医药,VAL-089912c4096e80b9e8ec4900,2026-08-26,VAL-d3324c4449bdc0d096e303ba,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,29.869916,72.623284,144.762412,29.72424,73.24902,148.125796,-0.004661987005170176,SSE,0,0,,,2026,8,27,1.367670127813903,1.402444444444,0.025425953176063443,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,47.32,VAL-089912c4096e80b9e8ec4900,基本合理
600295.SH,鄂尔多斯,VAL-14789d5aa5405e2fc259783b,2026-08-26,VAL-c43f1c722c2891286bfabfcf,2026-08-28,沿用,本周已复核、合理价值不变,7.819974,18.81812,37.510787,7.819974,18.81812,37.510787,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.74,VAL-14789d5aa5405e2fc259783b,基本合理
600312.SH,平高电气,VAL-a67daf5a0b9906e024837b2d,2026-08-26,VAL-9a209dc9de8b92f0a231e213,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.563335,33.047569,64.185722,14.574346,33.072554,64.23425,-0.000755474123185107,SSE,0,0,,,2026,6,19,1.0372745940862809,1.037611111111,0.0003244242427584698,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.77,VAL-a67daf5a0b9906e024837b2d,基本合理
600313.SH,农发种业,VAL-c27adcdd83ad13ce9563a68d,2026-08-26,VAL-79c89085047b8e26871e77c8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.88987,3.149784,5.039654,0.21837,0.535221,1.034047,5.687518826525264,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.5,VAL-c27adcdd83ad13ce9563a68d,明显偏贵
600316.SH,洪都航空,VAL-75aec96fbd6a576fb5f65ab5,2026-08-26,VAL-2caa788bfadef07d941afefa,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.767185,11.278641,18.045825,4.23125,9.083083,17.43952,0.35536838383116875,SSE,0,0,,,,0,4,,0.21925,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,30.78,VAL-75aec96fbd6a576fb5f65ab5,明显偏贵
600320.SH,振华重工,VAL-1978da50005a1c72e2c47652,2026-08-26,VAL-05acd30a4731b6c1ef0dfe36,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.880832,7.181561,13.450037,3.42225,8.1627,15.50913,-0.13142542695479908,SSE,0,0,,,2026,1,2,0.20518744609578923,0.254,0.23789249699722492,机构EPS变化+23.8%,2026-08-28,4.14,VAL-1978da50005a1c72e2c47652,基本合理
600328.SH,中盐化工,VAL-9870508c0e109d663c52937d,2026-08-26,VAL-809d290eb6b9d39ff6eb677a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.178279,11.963798,19.142077,0.6292,1.5576,3.104816,7.753464880190233,SSE,0,0,,,,0,3,,-0.006666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.54,VAL-9870508c0e109d663c52937d,偏低
600330.SH,天通股份,VAL-f5d8bad7811a470bac50f7a8,2026-08-26,VAL-96246201246f236052e1c972,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.481472,9.135787,14.617258,0.7425,1.771,3.3649,4.8154999005371,SSE,0,0,,,,0,3,,0.016666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.94,VAL-f5d8bad7811a470bac50f7a8,明显偏贵
600331.SH,宏达股份,VAL-1acd3a55a3f357ea8c678370,2026-08-26,VAL-95123bba3a4a5c55c980de2f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.061213,1.768689,2.829903,0.13728,0.33984,0.677414,4.931216465459423,SSE,0,0,,,2026,4,5,0.014953058752271351,0.016,0.07001518987341782,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.2,VAL-1acd3a55a3f357ea8c678370,明显偏贵
600343.SH,航天动力,VAL-cf39005c23e2bf692f66f979,2026-08-26,VAL-fa5fc76a34d7ed1f2d2d1d48,2026-08-28,沿用,本周已复核、合理价值不变,1.995646,3.592162,5.986937,1.995646,3.592162,5.986937,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.24,VAL-cf39005c23e2bf692f66f979,明显偏贵
600348.SH,华阳股份,VAL-12083ca517bb0e3785b1b0d7,2026-08-26,VAL-d236144a7049fb55d71e1750,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.090811,10.056577,21.350886,3.6582,9.4872,18.547476,0.07622346980692885,SSE,0,0,,,2026,9,11,0.6555786555786556,0.656363636364,0.0011973861239449324,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.36,VAL-12083ca517bb0e3785b1b0d7,基本合理
600353.SH,旭光电子,VAL-e226aa76fa82f4f6c3585d60,2026-08-26,VAL-d7844ef9e3edabb2971cbe30,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.631197,13.536532,26.686306,5.19168,12.0832,23.344742,0.10957233856327808,SSE,0,0,,,2026,1,5,0.25783870663314257,0.256,-0.007131228112149612,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.63,VAL-e226aa76fa82f4f6c3585d60,明显偏贵
600360.SH,华微电子,VAL-2877331d5c0035d795b96510,2026-08-26,VAL-ff9a90d6b68eac034680cd73,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.85772,4.249687,7.959057,1.732678,3.963642,7.530919,0.07216711842031343,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.4,VAL-2877331d5c0035d795b96510,明显偏贵
600366.SH,宁波韵升,VAL-0034cdca888e46d3df2d58c5,2026-08-26,VAL-00428b443222115300688f4c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.962683,13.640125,25.546005,7.02,18.2,34.58,-0.2227276764472641,SSE,0,0,,,,0,1,,0.52,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.7,VAL-0034cdca888e46d3df2d58c5,基本合理
600371.SH,万向德农,VAL-470f2bd2c09a914dfca77e40,2026-08-26,VAL-ae2667d98ac4931dba3d531a,2026-08-28,沿用,本周已复核、合理价值不变,1.599698,2.666164,4.265862,1.599698,2.666164,4.265862,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.54,VAL-470f2bd2c09a914dfca77e40,明显偏贵
600372.SH,中航机载,VAL-81e827e492ec24b42d6b535e,2026-08-26,VAL-0f285c4e5d734c74f8adf878,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.688724,9.930477,18.794136,4.645833,9.973056,19.148267,2.13422511108341e-05,SSE,0,0,,,2026,2,9,0.2404473765334392,0.247777777778,0.030486509564979114,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.23,VAL-81e827e492ec24b42d6b535e,偏贵
600378.SH,昊华科技,VAL-f1b1a26b04bdcdbb1a951faa,2026-08-26,VAL-7ca7452910bb2aa10d2ea726,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.703449,53.427489,100.062054,21.897,52.2284,99.23396,0.027056015886592233,SSE,0,0,,,2026,7,12,1.6170547399075978,1.621666666667,0.0028520535796245916,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,53.31,VAL-f1b1a26b04bdcdbb1a951faa,基本合理
600391.SH,航发科技,VAL-7c630c760f5442939580b86b,2026-08-26,VAL-9c7961766b1acfb0e8f3be2c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.837441,8.062401,12.899842,6.026786,12.9375,24.84,-0.31978235299762936,SSE,0,0,,,2026,2,7,0.3438046152373957,0.321428571429,-0.06508360509629907,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.13,VAL-7c630c760f5442939580b86b,明显偏贵
600392.SH,盛和资源,VAL-96c7f8393aeab230fea79fc5,2026-08-26,VAL-d20a8d0190c4a9ad59378570,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.845431,27.036331,50.635186,10.395,26.95,51.205,0.014373061989557012,SSE,0,0,,,2026,1,1,0.7724666108866663,0.77,-0.0031931618168390408,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.93,VAL-96c7f8393aeab230fea79fc5,基本合理
600397.SH,江钨装备,VAL-e722393f5266e3c6a6abf75e,2026-08-26,VAL-f073ef3f4ebb98bf2fecdf1c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.175516,0.292526,0.468042,0.702,1.77,3.41964,-0.8106626213592233,SSE,0,0,,,2026,1,2,0.07273021999087434,0.075,0.03120821041666666,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.19,VAL-e722393f5266e3c6a6abf75e,明显偏贵
600399.SH,抚顺特钢,VAL-b7d709095df8929ba75bcca7,2026-08-26,VAL-b3f159db829c5f100ec9327e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.400737,4.001228,6.401966,0.75,1.75,3.36,1.5607860000000002,SSE,0,0,,,,0,1,,0.04,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.43,VAL-b7d709095df8929ba75bcca7,偏贵
600403.SH,大有能源,VAL-3477577e03965a588e68bd6b,2026-08-26,VAL-ed7144ed6df726043a6ba779,2026-08-28,沿用,本周已复核、合理价值不变,1.161378,1.93563,3.097008,1.161378,1.93563,3.097008,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.14,VAL-3477577e03965a588e68bd6b,明显偏贵
600406.SH,国电南瑞,VAL-b30f0453f2ae22a52548c774,2026-08-26,VAL-538fa81737e0ec6c514555b4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.513691,47.22494,93.100595,16.043891,36.407291,70.711049,0.2914605241879962,SSE,0,0,,,2026,7,12,1.1434610092263862,1.140909090909,-0.002231749309154485,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,23.01,VAL-b30f0453f2ae22a52548c774,基本合理
600416.SH,湘电股份,VAL-cce98c272c64f3b444aef35c,2026-08-26,VAL-bb15073f5db10af73bb345ed,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.936783,9.894639,15.831422,4.265625,9.156875,17.5812,0.17946895138759555,SSE,0,0,,,2026,1,4,0.19921636359632816,0.2275,0.14197446380952394,机构EPS变化+14.2%,2026-08-28,8.7,VAL-cce98c272c64f3b444aef35c,基本合理
600426.SH,华鲁恒升,VAL-3361ba54f01a9eb70775fca6,2026-08-26,VAL-6ddeb3b4a5bb6d61dac4b32c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,19.651847,48.648629,96.972934,19.75545,48.9051,97.484166,-0.0052442632632566655,SSE,0,0,,,2026,10,30,2.2904250893414853,1.96,-0.1442636525765988,机构EPS变化-14.4%,2026-08-28,21.81,VAL-3361ba54f01a9eb70775fca6,基本合理
600435.SH,北方导航,VAL-df7c0f25074cb74c6f8551e5,2026-08-26,VAL-70a3539aea85a39e772f1aa3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.688257,2.813762,4.502019,1.921875,4.125625,7.9212,-0.25555700702769746,SSE,0,0,,,,0,13,,0.1025,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.72,VAL-df7c0f25074cb74c6f8551e5,明显偏贵
600438.SH,通威股份,VAL-0e9236d362864ee438b8eaa2,2026-08-26,VAL-32f508d31d3f10a24dacbe99,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.283831,12.139718,19.423549,7.283831,11.330403,17.804919,0.04347828656285291,SSE,0,0,,,,0,10,,-1.169555555556,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.96,VAL-0e9236d362864ee438b8eaa2,基本合理
600456.SH,宝钛股份,VAL-03599f1e28cb00b8d8e229b4,2026-08-26,VAL-252e39ed65ddbb169bcea673,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.150835,33.420959,62.455418,22.56,51.888,98.371,-0.3475742263056092,SSE,0,0,,,,0,2,,0.94,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.32,VAL-03599f1e28cb00b8d8e229b4,基本合理
600460.SH,士兰微,VAL-8409808308c6fb835ed58f34,2026-08-26,VAL-704d7a8996932eeba0e73f1b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.728918,12.637318,25.190388,11.934,27.081,53.98146,-0.5292519287453543,SSE,0,0,,,,0,5,,0.5175,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.17,VAL-8409808308c6fb835ed58f34,明显偏贵
600470.SH,六国化工,VAL-258473bd3fc4a158c56b4e03,2026-08-26,VAL-d395fbb240d5c7ae47e3da90,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.080874,3.190674,4.439198,2.191143,3.359752,4.674438,-0.050324677371847204,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.28,VAL-258473bd3fc4a158c56b4e03,明显偏贵
600480.SH,凌云股份,VAL-39b225924402317af83cfc92,2026-08-26,VAL-21e3ffae5a0241528a49f28d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.086628,20.158974,37.754878,9.9,23.613333,44.865333,-0.1571831426017819,SSE,0,0,,,2026,1,4,0.575970686076654,0.6425,0.1155081595845171,机构EPS变化+11.6%,2026-08-28,8.25,VAL-39b225924402317af83cfc92,基本合理
600481.SH,双良节能,VAL-161b42274f61e6491be727cc,2026-08-26,VAL-22a579eacdb10929808f9c3c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.935392,3.010609,4.730957,1.935355,3.010552,4.730867,1.900561413714641e-05,SSE,0,0,,,2026,1,2,0.009204704652444813,-0.03,-4.259202889473684,机构EPS变化-425.9%,2026-08-28,4.39,VAL-161b42274f61e6491be727cc,偏贵
600482.SH,中国动力,VAL-a858a4cef17f509fbdb2378c,2026-08-26,VAL-b5ead34c7700dd12dbb03f8d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,25.041258,53.0361,100.374608,25.017614,53.704477,103.112596,-0.00818998824611994,SSE,0,0,,,2026,2,11,1.2841670783282257,1.334272727273,0.03901801392541815,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.81,VAL-a858a4cef17f509fbdb2378c,基本合理
600486.SH,扬农化工,VAL-4463dc14e28be0be8333d6d2,2026-08-26,VAL-afb0a3cc070d318b6041da88,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,44.122191,95.951624,155.44163,53.450537,99.601116,140.307659,-0.08479384407563373,SSE,0,0,,,2026,4,29,3.5354319721666125,3.825034482759,0.08191432132546761,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,56.83,VAL-4463dc14e28be0be8333d6d2,基本合理
600487.SH,亨通光电,VAL-f5aa17b6d1a16a622b84ba6b,2026-08-26,VAL-bf168f14ba2fa16ce2d9b92b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,67.094172,152.25216,300.154259,58.7275,136.683333,264.0722,0.12248808642047004,SSE,0,0,,,2026,7,14,3.072077484497758,2.979166666667,-0.03024364401601276,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,68.7,VAL-f5aa17b6d1a16a622b84ba6b,基本合理
600495.SH,晋西车轴,VAL-3d1ebe56c85912c9ea7b0256,2026-08-26,VAL-d9fafa69e827ae0300902e7b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.714466,4.886039,8.143398,2.714858,4.886745,8.144575,-0.00014444321809503613,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.12,VAL-3d1ebe56c85912c9ea7b0256,基本合理
600501.SH,航天晨光,VAL-d16036e479402954d8afe70a,2026-08-26,VAL-445dc2fb12aef51a4a6ed177,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.5501,6.39018,10.650301,3.416849,6.150327,10.250546,0.03899834183044182,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.36,VAL-d16036e479402954d8afe70a,明显偏贵
600522.SH,中天科技,VAL-5594ffe41262fab150b7a961,2026-08-26,VAL-c5b5c1c10e505a843dcf3e2f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,28.249078,66.477887,131.056405,24.597,58.6684,117.3368,0.13765099308956663,SSE,0,0,,,2026,2,9,2.0120425731964473,1.882222222222,-0.06452167200826531,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.04,VAL-5594ffe41262fab150b7a961,基本合理
600523.SH,贵航股份,VAL-4b04cea462af09c92bebc1bf,2026-08-26,VAL-54ff5d1f2b5d76faf41dce7e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.199758,14.182453,26.561708,5.900185,13.497156,25.644596,0.05077345394917798,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.98,VAL-4b04cea462af09c92bebc1bf,基本合理
600525.SH,ST长园,VAL-5315297e7324e453f1dd10c6,2026-08-19,,2026-08-28,沿用,本周已复核、合理价值不变,1.917747,2.983162,4.687826,,,,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.32,VAL-5315297e7324e453f1dd10c6,明显偏贵
600531.SH,豫光金铅,VAL-535f5efd9b2294c9ebbd5c4b,2026-08-26,VAL-df1fab973820723aaffdae6b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.039768,20.771525,41.277174,6.779826,17.75,34.293,0.21530796834840982,SSE,0,0,,,,0,1,,0.71,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.17,VAL-535f5efd9b2294c9ebbd5c4b,基本合理
600536.SH,中国软件,VAL-2dca76aa14394477d8d81e89,2026-08-26,VAL-6c3f40fc225d4345ae6119e4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.458548,5.764247,9.222795,0.7176,1.8,3.45,2.663328169685415,SSE,0,0,,,,0,1,,0.04,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.77,VAL-2dca76aa14394477d8d81e89,明显偏贵
600546.SH,山煤国际,VAL-0d61a9cd97d09115631cb99d,2026-08-26,VAL-52d4ec7034e2997e7264f87d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.490373,15.955501,33.874755,6.075491,15.756218,30.803407,0.028131787575585543,SSE,0,0,,,2026,9,11,1.0401238939894024,1.112727272727,0.06980262558831019,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.99,VAL-0d61a9cd97d09115631cb99d,基本合理
600549.SH,厦门钨业,VAL-3172b200abd1103269361408,2026-08-26,VAL-b6c5b553c55c382ee0279001,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,27.916349,74.562898,144.055519,28.433571,72.663571,142.4206,0.013671059069108038,SSE,0,0,,,2026,1,9,2.982515919740896,3.045555555556,0.021136395416317066,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,54.59,VAL-3172b200abd1103269361408,基本合理
600550.SH,保变电气,VAL-0774d1346089066671c52ef9,2026-08-26,VAL-12037491a0abd4c1b5c7bea4,2026-08-28,沿用,本周已复核、合理价值不变,1.474471,3.252509,6.317096,1.474471,3.252509,6.317096,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.0,VAL-0774d1346089066671c52ef9,明显偏贵
600562.SH,国睿科技,VAL-c5b4c2bb79e3b39798a9e757,2026-08-26,VAL-69d807a86c00811d5e8f6cdf,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.109441,33.916926,63.382255,14.96,34.408,65.231833,-0.027176166747690966,SSE,0,0,,,2026,1,8,0.5652820938022987,0.60375,0.06805081324786322,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.97,VAL-c5b4c2bb79e3b39798a9e757,基本合理
600580.SH,卧龙电驱,VAL-872eaff048e8a4e2055079fa,2026-08-26,VAL-e9a8fd44bb8912ede3ad9428,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.722446,26.729743,50.060991,10.692,25.5024,48.45456,0.03475092832040305,SSE,0,0,,,2026,1,5,0.7637069500848839,0.792,0.037046998082145954,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.79,VAL-872eaff048e8a4e2055079fa,偏贵
600583.SH,海油工程,VAL-d2c1cf05d67e9ccbeb42edaa,2026-08-26,VAL-b8241cdd4cc4abacc359bcd6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.332223,16.638506,32.315677,4.9842,12.567,24.279444,0.3657601189662243,SSE,0,0,,,2026,3,8,0.5222381157920192,0.5325,0.019649818536162877,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.15,VAL-d2c1cf05d67e9ccbeb42edaa,偏低
600584.SH,长电科技,VAL-f9110aa716624e0bbb2800d8,2026-08-26,VAL-48b3fb4870c7a559f748aa45,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,26.881753,61.0009,120.258918,26.632125,60.434438,120.465979,0.009373173487966957,SSE,0,0,,,2026,4,18,1.230849483918084,1.170555555556,-0.048985622653189065,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,74.93,VAL-f9110aa716624e0bbb2800d8,偏贵
600588.SH,用友网络,VAL-a74e66d96099dd78ee153641,2026-08-26,VAL-651221058fad0955696d3ae3,2026-08-28,沿用,本周已复核、合理价值不变,1.770117,2.950195,4.720311,1.770117,2.950195,4.720311,0.0,SSE,0,0,,,,0,4,,-0.0225,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.25,VAL-a74e66d96099dd78ee153641,明显偏贵
600590.SH,泰豪科技,VAL-91d5a3c5a11e4c545928ab8b,2026-08-26,VAL-84452b4e875b7398c047eefb,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.162442,18.313172,34.658985,8.296875,17.810625,34.1964,0.01409993296945311,SSE,0,0,,,2026,1,4,0.4185867771720125,0.4425,0.05712847163865553,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.38,VAL-91d5a3c5a11e4c545928ab8b,基本合理
600592.SH,龙溪股份,VAL-55d2a3af20430efab9f15fcd,2026-08-26,VAL-b45a215d2cff6e9c51d79737,2026-08-28,沿用,本周已复核、合理价值不变,5.505925,11.335728,21.764597,5.505925,11.335728,21.764597,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.76,VAL-55d2a3af20430efab9f15fcd,偏贵
600602.SH,云赛智联,VAL-616eeb1506edb22ce23b8744,2026-08-26,VAL-9b6412a296919b60c6d32a97,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.988661,6.592636,12.99691,4.3602,10.148,19.605936,-0.33959436732330683,SSE,0,0,,,,0,2,,0.215,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.68,VAL-616eeb1506edb22ce23b8744,明显偏贵
600611.SH,大众交通,VAL-c6e475dd451ea4d090f187eb,2026-08-26,VAL-7385a484d58624bb178d77fd,2026-08-28,沿用,本周已复核、合理价值不变,3.645289,6.075482,9.720771,3.645289,6.075482,9.720771,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.51,VAL-c6e475dd451ea4d090f187eb,基本合理
600613.SH,神奇制药,VAL-a54895a6ff2c30045605e7e0,2026-08-26,VAL-2d4fa210a84f2584599dae49,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.191681,2.666805,5.257416,0.93262,2.285833,4.41623,0.19886355339040218,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.4,VAL-a54895a6ff2c30045605e7e0,明显偏贵
600641.SH,先导基电,VAL-d6286c92e3b6c8052bbf7818,2026-08-26,VAL-607d549983c6a67dd7340da4,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.13392,13.556534,21.690454,4.368,9.912,19.75792,0.5189393557422968,SSE,0,0,,,2026,1,3,0.2578898387449224,0.186666666667,-0.2761767288875965,机构EPS变化-27.6%,2026-08-28,34.8,VAL-d6286c92e3b6c8052bbf7818,明显偏贵
600664.SH,哈药股份,VAL-322ca72e9630e7dfa1a68e10,2026-08-26,VAL-725052c17c2a3f56fc332c93,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.247894,7.268305,14.328944,2.5272,6.75,13.041,0.1335531194757038,SSE,0,0,,,,0,1,,0.24,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.0,VAL-322ca72e9630e7dfa1a68e10,偏贵
600673.SH,东阳光,VAL-075dbaf8f7c33b46df954e35,2026-08-26,VAL-2953a40045428a8133c97ee0,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.506317,16.29186,32.375184,13.7163,31.12545,62.043397,-0.4915859216020785,SSE,0,0,,,2026,1,6,0.5213395233650716,0.586166666667,0.12434726391640316,机构EPS变化+12.4%,2026-08-28,31.88,VAL-075dbaf8f7c33b46df954e35,偏贵
600683.SH,京投发展,VAL-feb35ed2f184a181974df753,2026-08-26,VAL-e38315449afc1dbf3ed039e3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.374701,3.799522,5.699282,2.849641,4.749402,7.599043,-0.1874999259775212,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.03,VAL-feb35ed2f184a181974df753,明显偏贵
600685.SH,中船防务,VAL-f427eba7ff12ed6e04ba0aa5,2026-08-26,VAL-b2b02014e5b1f7225a65e5cf,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.157174,37.382418,70.748896,22.3125,47.8975,91.9632,-0.20895040592508196,SSE,0,0,,,,0,2,,1.19,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.33,VAL-f427eba7ff12ed6e04ba0aa5,基本合理
600686.SH,金龙汽车,VAL-396b2a6c44a291aa3e1b6c63,2026-08-26,VAL-da0f9024be9df576d2b96fa2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.115942,18.56588,34.77124,14.4,34.346667,65.258667,-0.45264315199231975,SSE,0,0,,,,0,3,,1.03,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.45,VAL-396b2a6c44a291aa3e1b6c63,基本合理
600691.SH,潞化科技,VAL-d4fa4bc8c5f42bf4034a723f,2026-08-26,VAL-24670b5fd013fd98e52658e9,2026-08-28,沿用,本周已复核、合理价值不变,1.178104,1.963506,3.14161,1.178104,1.963506,3.14161,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,2.94,VAL-d4fa4bc8c5f42bf4034a723f,偏贵
600692.SH,亚通股份,VAL-f1a8639be3a067f97599408a,2026-08-26,VAL-07c32bfef276c2d18d9b31b7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.796248,3.962311,7.695689,1.070294,2.360944,4.585477,0.6782744303950936,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.55,VAL-f1a8639be3a067f97599408a,偏贵
600698.SH,湖南天雁,VAL-cb77a0eaa86f17a27a847c31,2026-08-26,VAL-920b283ad35f6cf5f369a82b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.831634,1.386056,2.079085,0.829712,1.382853,2.07428,0.002316316130825502,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.23,VAL-cb77a0eaa86f17a27a847c31,明显偏贵
600699.SH,均胜电子,VAL-58d2d78ea244a4cd7aaf5520,2026-08-26,VAL-3af4285a8a340c3162e0615c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.678821,29.13332,57.893733,20.8104,47.908,94.4472,-0.3915437350112926,SSE,0,0,,,,0,15,,1.129333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.01,VAL-58d2d78ea244a4cd7aaf5520,基本合理
600703.SH,三安光电,VAL-313a003285d3b3565f05a967,2026-08-26,VAL-46f5287389917df085688dd6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.953186,13.906371,24.33615,6.995383,13.990767,24.483842,-0.006032216485634678,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.12,VAL-313a003285d3b3565f05a967,基本合理
600721.SH,百花医药,VAL-aceae0da46ac63f93ddaface,2026-08-26,VAL-e429f6172f0de3a1655dadd5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.294348,2.855179,5.628782,0.832081,2.039414,3.940147,0.4450754746221046,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.44,VAL-aceae0da46ac63f93ddaface,明显偏贵
600727.SH,鲁北化工,VAL-8cdd201e2ebe946439fbb4f9,2026-08-26,VAL-2d265bcc5325bdf0f29ac372,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.470209,14.344953,28.594272,5.4912,14.4,28.704,-0.00382269546332048,SSE,0,0,,,2026,1,1,0.6375534474818233,0.64,0.003837407715133523,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.84,VAL-8cdd201e2ebe946439fbb4f9,基本合理
600732.SH,爱旭股份,VAL-d9c216196b27c0e3d5e53b71,2026-08-26,VAL-dc64cb325455764b070e84b1,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.015655,3.135464,4.927157,2.017614,3.13851,4.931945,-0.0009706903868100802,SSE,0,0,,,2026,8,12,0.15137561065340513,0.133545454545,-0.11778750904086976,机构EPS变化-11.8%,2026-08-28,11.85,VAL-d9c216196b27c0e3d5e53b71,明显偏贵
600745.SH,*ST闻泰,VAL-afe284309e270bf05499876a,2026-08-26,VAL-6d9e2af52655dccd42d3e320,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.654148,29.42358,47.077728,17.649289,29.415481,47.06477,0.00027532270953423144,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.79,VAL-afe284309e270bf05499876a,基本合理
600749.SH,西藏旅游,VAL-3b149c09ba5508feb0093ef2,2026-08-26,VAL-5b26536d547890202121e3d2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.056816,2.428345,4.825607,0.990765,2.331211,4.557517,0.049122871447596195,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.83,VAL-3b149c09ba5508feb0093ef2,明显偏贵
600756.SH,浪潮软件,VAL-d78089dc2163ec1d181f6307,2026-08-26,VAL-c3b663e68e16a2f897635824,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.609745,9.349574,14.959319,5.754127,9.590211,15.344337,-0.02509192641611513,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.42,VAL-d78089dc2163ec1d181f6307,偏贵
600760.SH,中航沈飞,VAL-c0111922a6154d5b30475d66,2026-08-26,VAL-1d240d96bb7d0016bcd89bab,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,23.882739,48.997499,92.731266,24.023437,51.570313,99.015,-0.0358959834642415,SSE,0,0,,,2026,2,8,1.1863801175285884,1.28125,0.0799658398431693,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,46.52,VAL-c0111922a6154d5b30475d66,基本合理
600761.SH,安徽合力,VAL-61171c3a3304315eef985882,2026-08-26,VAL-4f70078b2cec0549ec24ca7e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.854464,51.987624,97.365392,20.7153,49.409827,93.878671,0.03874447172124196,SSE,0,0,,,2026,1,17,1.4853606742179417,1.504588235294,0.012944708588156217,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.39,VAL-61171c3a3304315eef985882,偏低
600764.SH,中国海防,VAL-ab898ed335b99af06a22d347,2026-08-26,VAL-a654439524bace3e23f1c1ab,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.381485,16.561024,31.34292,5.6875,12.209167,23.4416,0.3378194386697815,SSE,0,0,,,2026,1,3,0.3785376812435955,0.303333333333,-0.19867070475924486,机构EPS变化-19.9%,2026-08-28,18.35,VAL-ab898ed335b99af06a22d347,偏贵
600765.SH,中航重机,VAL-377b89190e8c8e202ca48e33,2026-08-26,VAL-fc21ba2071169820564cb58c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.288517,12.946946,24.50302,9.0,19.32,37.0944,-0.3207816737288136,SSE,0,0,,,,0,2,,0.48,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.82,VAL-377b89190e8c8e202ca48e33,偏贵
600796.SH,钱江生化,VAL-92be116711bcd915de8e04df,2026-08-26,VAL-02d27f6f7b4853ddbdbe735c,2026-08-28,沿用,本周已复核、合理价值不变,2.077117,4.569657,7.616096,2.077117,4.569657,7.616096,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.2,VAL-92be116711bcd915de8e04df,偏贵
600855.SH,航天长峰,VAL-55a0ff66e4331396ef961fc9,2026-08-26,VAL-39283ad49fe7b9e45d902db7,2026-08-28,沿用,本周已复核、合理价值不变,2.984128,5.37143,8.952383,2.984128,5.37143,8.952383,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.28,VAL-55a0ff66e4331396ef961fc9,明显偏贵
600862.SH,中航高科,VAL-6b372ffb4bd1cfddbb3dd1a8,2026-08-26,VAL-1d05dfb5f1fb358994d815b1,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.977194,26.789257,50.700582,13.977194,29.821591,57.257455,-0.06923329037552062,SSE,0,0,,,2026,1,11,0.6123258654082753,0.740909090909,0.20999149760722657,机构EPS变化+21.0%,2026-08-28,17.79,VAL-6b372ffb4bd1cfddbb3dd1a8,基本合理
600869.SH,远东股份,VAL-bb1443477ec2788216066d87,2026-08-26,VAL-a199a37a8882f6d06e6059f7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.772747,2.954578,4.727324,7.5036,17.464,33.740448,-0.8106616174562232,SSE,0,0,,,2026,1,6,0.3298258924000719,0.36,0.09148495704918025,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.65,VAL-bb1443477ec2788216066d87,明显偏贵
600871.SH,石化油服,VAL-3198e609f49b989af586eaa6,2026-08-26,VAL-9ddf551c8bec7caf087355c6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.475141,0.791901,1.267041,0.54,1.4,2.66,-0.34688556701030926,SSE,0,0,,,2026,1,1,0.042464422309866134,0.04,-0.058034989664596304,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,2.32,VAL-3198e609f49b989af586eaa6,明显偏贵
600872.SH,中炬高新,VAL-414214d2009b7d660996fa90,2026-08-26,VAL-13b1a63f59458a89109ba60b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.370096,8.592153,12.88823,10.533228,25.495812,49.844313,-0.6124723556331226,SSE,0,0,,,2026,10,28,0.9107149594378346,0.901310344828,-0.010326628010634553,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.51,VAL-414214d2009b7d660996fa90,明显偏贵
600875.SH,东方电气,VAL-d5bb3280a66be8fb8fc5fdc5,2026-08-26,VAL-29cc015548baab3717a1cd0b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.751606,33.896154,67.358436,19.030582,43.184782,83.874443,-0.218074815089083,SSE,0,0,,,,0,12,,1.355454545455,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,25.25,VAL-d5bb3280a66be8fb8fc5fdc5,基本合理
600876.SH,凯盛新能,VAL-a09d28b041cf362453854eea,2026-08-26,VAL-446a2a54b8cd8da62278e6ae,2026-08-28,沿用,本周已复核、合理价值不变,3.832625,5.961861,9.368639,3.832625,5.961861,9.368639,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.18,VAL-a09d28b041cf362453854eea,偏贵
600877.SH,电科芯片,VAL-359a3db33e34cc27fd193060,2026-08-26,VAL-2d3cbd83b381dad8b670aa2e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.894206,3.157011,5.051217,0.317673,0.70075,1.328505,3.959841833894168,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.19,VAL-359a3db33e34cc27fd193060,明显偏贵
600879.SH,航天电子,VAL-dc9140bb2f4210714d3c31ff,2026-08-26,VAL-918b70bc5cbf0fc41b77bb5e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.688524,9.480874,15.169398,2.142857,4.6,8.832,1.2496989035953163,SSE,0,0,,,,0,7,,0.114285714286,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.28,VAL-dc9140bb2f4210714d3c31ff,偏贵
600885.SH,宏发股份,VAL-31b94385f114e8b2f3fbfc46,2026-08-26,VAL-ef55933ea2c087314ee6f3ef,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.636202,44.051919,87.539974,25.82762,59.458233,117.21766,-0.26496460086997087,SSE,0,0,,,2026,3,10,1.4932854047002433,1.439666666667,-0.035906557356332414,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.3,VAL-31b94385f114e8b2f3fbfc46,基本合理
600892.SH,大晟文化,VAL-8d65f1746ccf8cdfc8ce31d7,2026-08-26,VAL-7c3fe65cac764132d5962640,2026-08-28,沿用,本周已复核、合理价值不变,0.014109,0.023514,0.037623,0.014109,0.023514,0.037623,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.02,VAL-8d65f1746ccf8cdfc8ce31d7,明显偏贵
600893.SH,航发动力,VAL-da9a27941919174aae2bfa3b,2026-08-26,VAL-d230921c03f1b183c1186820,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.56212,22.603534,36.165654,4.25,9.123333,17.5168,1.704311184055613,SSE,0,0,,,,0,13,,0.226153846154,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,37.9,VAL-da9a27941919174aae2bfa3b,明显偏贵
600905.SH,三峡能源,VAL-c2482adb0da012cbc0d093ef,2026-08-26,VAL-56d7627b07e666b30b770059,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.974062,4.479601,8.700381,1.90944,4.33296,8.415571,0.03384323337177997,SSE,0,0,,,2026,2,5,0.14060267213410058,0.136,-0.03273531053315082,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,3.72,VAL-c2482adb0da012cbc0d093ef,基本合理
600919.SH,江苏银行,VAL-5d6d6120d797351f7f5184d3,2026-08-26,VAL-932ab77774a475587ee489c7,2026-08-28,沿用,本周已复核、合理价值不变,10.353,16.269,19.9665,10.353,16.269,19.9665,0.0,SSE,0,0,,,2026,10,22,2.03475776777235,1.985909090909,-0.024007121455459246,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.04,VAL-5d6d6120d797351f7f5184d3,基本合理
600929.SH,雪天盐业,VAL-7ff63575e8fb38109bb6f366,2026-08-26,VAL-574b831ff864851bc7b8cc70,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.197902,6.996503,11.194404,0.6864,1.8,3.588,3.5022542631917624,SSE,0,0,,,,0,1,,0.11,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.04,VAL-7ff63575e8fb38109bb6f366,基本合理
600933.SH,爱柯迪,VAL-ea3badd5e3343d7c1ff7d230,2026-08-26,VAL-128d890b2527f5f8c5f7571b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,23.702134,54.565113,107.571223,24.013971,55.283,108.986486,-0.012985666249471284,SSE,0,0,,,2026,8,14,1.3211891747098143,1.308571428571,-0.009550294825558026,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.42,VAL-ea3badd5e3343d7c1ff7d230,偏低
600967.SH,内蒙一机,VAL-aebfe2b06623d369fcdede24,2026-08-26,VAL-306e48f0b465a46a4c3e3089,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.984444,10.556797,19.979491,4.875,10.465,20.0928,0.013118709256844774,SSE,0,0,,,2026,2,3,0.2556125062765871,0.255,-0.0023962296896550273,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.1,VAL-aebfe2b06623d369fcdede24,偏贵
600968.SH,海油发展,VAL-374eaf3ad04131df9ff6bc0a,2026-08-26,VAL-1adfac4c613425ac10bc55de,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.98999,16.44998,31.132763,8.357439,17.3075,33.2304,-0.04772927767332713,SSE,0,0,,,,0,8,,0.43,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,3.94,VAL-374eaf3ad04131df9ff6bc0a,偏低
600985.SH,淮北矿业,VAL-99bd3ba569a7eb7271f19da0,2026-08-26,VAL-a0bb66ff93ce1dae384bce83,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.237983,17.793374,37.776702,6.256011,16.224379,31.718661,0.11347521106172986,SSE,0,0,,,2026,5,19,1.159933128429364,1.163157894737,0.002780131223601323,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.91,VAL-99bd3ba569a7eb7271f19da0,偏贵
600988.SH,赤峰黄金,VAL-c54aa643f79d9ae5c57b2c87,2026-08-26,VAL-74e3693932a8bf16822529f8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,33.261854,78.623775,156.241165,25.475718,64.233647,124.099406,0.24720121472267675,SSE,0,0,,,2026,9,17,2.6652126964073246,2.721764705882,0.02121857274314598,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,49.09,VAL-c54aa643f79d9ae5c57b2c87,基本合理
600990.SH,四创电子,VAL-96b0bddfc821a1e6d2c889bb,2026-08-26,VAL-30349e1c1c2b2c8fe283533a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.425449,9.765808,16.276347,5.707106,10.27279,17.121317,-0.04935194822294209,SSE,0,0,,,,0,2,,-0.69,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.9,VAL-96b0bddfc821a1e6d2c889bb,明显偏贵
601001.SH,晋控煤业,VAL-c26654a749700e5971115313,2026-08-26,VAL-962fbc0fe6f19234f19de634,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.357949,23.004959,48.841298,8.03166,20.82936,40.721399,0.12133625214909216,SSE,0,0,,,2026,10,12,1.4996713867479237,1.42275,-0.05129216135458159,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.39,VAL-c26654a749700e5971115313,基本合理
601011.SH,宝泰隆,VAL-c3937546ec059d220fa4bff7,2026-08-26,VAL-fb591136f39f2a64ec4fce42,2026-08-28,沿用,本周已复核、合理价值不变,2.513883,4.189805,6.703689,2.513883,4.189805,6.703689,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,3.1,VAL-c3937546ec059d220fa4bff7,基本合理
601012.SH,隆基绿能,VAL-e524052bd8a533b88ab00202,2026-08-26,VAL-2d6384691e87d3bd7d03eab9,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.721717,12.09909,20.16515,6.721717,12.09909,20.16515,0.0,SSE,0,0,,,2026,5,11,0.10833901298629517,-0.048,-1.4430536948501826,机构EPS变化-144.3%,2026-08-28,12.43,VAL-e524052bd8a533b88ab00202,偏贵
601015.SH,陕西黑猫,VAL-ddb583cc32d7d237706e2413,2026-08-26,VAL-8f0bf95ce2e8ecbe75aa255d,2026-08-28,沿用,本周已复核、合理价值不变,2.119818,3.53303,5.652848,2.119818,3.53303,5.652848,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,3.82,VAL-ddb583cc32d7d237706e2413,偏贵
601083.SH,锦江航运,VAL-02613c563936c814ccc7664c,2026-08-26,VAL-d772c1d76d6760b41c4f4f2d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.974245,34.458744,68.476416,14.038354,30.388908,59.410315,0.11267241721985943,SSE,0,0,,,2026,1,5,1.1026798133094304,1.058,-0.040519299229152095,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.1,VAL-02613c563936c814ccc7664c,偏低
601088.SH,中国神华,VAL-1e13723565152d0d30e8dac1,2026-08-26,VAL-11db16c27188df5cbb722e54,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,31.224623,74.229964,148.999782,14.91767,38.687583,75.634224,0.9672435274207176,SSE,0,0,,,2026,7,23,2.8593976868268443,2.732173913043,-0.044493207212819796,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,47.63,VAL-1e13723565152d0d30e8dac1,基本合理
601100.SH,恒立液压,VAL-940c8a40bdbf42be06dc4b5b,2026-08-26,VAL-0219d10f58e54ef1a055a099,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,43.910381,96.623308,187.509608,43.0848,96.09216,189.18144,0.009748229879428028,SSE,0,0,,,2026,5,27,2.558879985077083,2.54962962963,-0.0036150016808249585,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,101.36,VAL-940c8a40bdbf42be06dc4b5b,偏贵
601101.SH,昊华能源,VAL-45946d87c8d71982687954a5,2026-08-26,VAL-539675559316c0b74594abbc,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.92251,17.017837,36.130177,5.111925,13.2573,25.918021,0.30328563126642516,SSE,0,0,,,2026,4,8,1.109376597810461,0.96625,-0.1290153389687011,机构EPS变化-12.9%,2026-08-28,14.81,VAL-45946d87c8d71982687954a5,基本合理
601126.SH,四方股份,VAL-d6fd1467be98f8a9d420558d,2026-08-26,VAL-31324f41781d1e0cbd789740,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,21.40268,49.271499,97.135241,16.53912,37.53108,72.893698,0.3070818861406097,SSE,0,0,,,2026,3,16,1.1930145040078206,1.176,-0.01426177464788736,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,42.14,VAL-d6fd1467be98f8a9d420558d,基本合理
601127.SH,赛力斯,VAL-dce143a7780df4470f05f097,2026-08-26,VAL-81560959f00abc95b9408619,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,10.737405,23.627298,45.851724,79.184325,176.60504,347.691173,-0.8656523385950781,SSE,0,0,,,2026,6,20,0.6257229230951062,3.041047619048,3.860054677245344,机构EPS变化+386.0%,2026-08-28,50.59,VAL-dce143a7780df4470f05f097,明显偏贵
601133.SH,柏诚股份,VAL-d1107b035e724d9aa219b4a0,2026-08-26,VAL-2405bd4dd64854cf787c58e3,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.088022,27.641081,51.767796,9.7875,23.345,44.3555,0.1689158077416435,SSE,0,0,,,2026,1,9,0.7897451699526303,0.696666666667,-0.11785890794522158,机构EPS变化-11.8%,2026-08-28,25.82,VAL-d1107b035e724d9aa219b4a0,基本合理
601137.SH,博威合金,VAL-af8278801601f5cd0f637250,2026-08-26,VAL-186e49d5a00de5a2eed0bb81,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.594426,15.990711,25.585137,9.72,23.184,44.0496,-0.22243079868708981,SSE,0,0,,,,0,2,,0.785,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.41,VAL-af8278801601f5cd0f637250,偏贵
601139.SH,深圳燃气,VAL-72cd90ce192b00f93f28638c,2026-08-26,VAL-8adad9316c3d5b5d08b5fedc,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.091422,14.470572,28.527699,6.3375,15.4875,30.5325,-0.057869690721649714,SSE,0,0,,,,0,6,,0.625,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.38,VAL-72cd90ce192b00f93f28638c,基本合理
601179.SH,中国西电,VAL-d46f94ef99fb6cc49360690e,2026-08-26,VAL-58cfdec32ea0c1809645e3de,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.279751,9.711743,18.862362,4.242888,9.628092,18.699894,0.008688210926697248,SSE,0,0,,,2026,4,11,0.3048255681073813,0.3027,-0.006973063711743888,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.74,VAL-d46f94ef99fb6cc49360690e,偏贵
601212.SH,白银有色,VAL-b3ad838910f9ca29606271eb,2026-08-26,VAL-4dcbd7c36e88ef6ae8c06567,2026-08-28,沿用,本周已复核、合理价值不变,1.931932,3.219887,5.151819,1.931932,3.219887,5.151819,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.63,VAL-b3ad838910f9ca29606271eb,明显偏贵
601222.SH,林洋能源,VAL-a3e748b9396760a494bc85f5,2026-08-26,VAL-cf5a3eea2e980fb954654179,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.420739,8.359556,16.480268,3.693857,9.027,17.796086,-0.07393857190596509,SSE,0,0,,,2026,5,7,0.3373509393517005,0.362857142857,0.07560732913421164,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.09,VAL-a3e748b9396760a494bc85f5,基本合理
601225.SH,陕西煤业,VAL-074a23c4013d80001fe8d873,2026-08-26,VAL-11c878be1ddfc4181f4d8ae9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,25.852072,61.108664,121.435138,11.440306,29.669365,58.003608,1.115335245567886,SSE,0,0,,,2026,10,17,2.0714801444043323,2.134705882353,0.03052201012858302,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.07,VAL-074a23c4013d80001fe8d873,基本合理
601595.SH,上海电影,VAL-80f51097d667f12546a3efe2,2026-08-26,VAL-621650904bfbcadbbfc97e66,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.731191,9.342927,18.566265,2.886,6.9856,13.656848,0.32441731836784293,SSE,0,0,,,2026,1,5,0.2989736724676484,0.246666666667,-0.17495522387948215,机构EPS变化-17.5%,2026-08-28,16.66,VAL-80f51097d667f12546a3efe2,偏贵
601606.SH,长城军工,VAL-53c0f5684fa776b22d10068d,2026-08-26,VAL-9e5698fda9e282709e464147,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.545876,5.909794,8.864691,3.615719,6.026199,9.039298,-0.019316488690320877,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.62,VAL-53c0f5684fa776b22d10068d,明显偏贵
601609.SH,金田股份,VAL-27b7e7e7122c14db789fdf1d,2026-08-26,VAL-b0302cbfae9bbf03e6837937,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.390619,8.984366,14.374985,5.7798,14.573,28.155036,-0.29370971070319574,SSE,0,0,,,2026,2,5,0.6262154824436417,0.614,-0.019506835563972258,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.98,VAL-27b7e7e7122c14db789fdf1d,偏贵
601611.SH,中国核建,VAL-e15d3df4b0a4570dbea57d14,2026-08-26,VAL-4b3b8de896578c7b3cee8aa8,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.089516,18.356979,35.653332,7.2306,16.4079,31.867788,0.11878905175878329,SSE,0,0,,,2026,2,4,0.5761763514017738,0.515,-0.10617643583069392,机构EPS变化-10.6%,2026-08-28,10.96,VAL-e15d3df4b0a4570dbea57d14,基本合理
601615.SH,明阳智能,VAL-9b8d0398752419ac5710b507,2026-08-26,VAL-1faf56058d68a2bc104c04f2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.523498,21.611015,41.973394,10.56588,23.97642,46.567536,-0.09865547459202195,SSE,0,0,,,2026,4,8,0.678311843625564,0.709125,0.045426239662483825,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.6,VAL-9b8d0398752419ac5710b507,基本合理
601619.SH,嘉泽新能,VAL-ced85be85f0d5b7f0de9838e,2026-08-26,VAL-078ec268755eb345914bef46,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.96296,4.663141,9.19305,3.619512,8.213508,15.952458,-0.4400329755210419,SSE,0,0,,,,0,5,,0.2498,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.13,VAL-ced85be85f0d5b7f0de9838e,基本合理
601636.SH,旗滨集团,VAL-5bbae41f6ddd7596a7c620dc,2026-08-26,VAL-8a7192227380da9f9ab7a2bb,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.296247,5.611539,11.062748,2.161088,5.281238,10.411582,0.06254227508980392,SSE,0,0,,,2026,9,16,0.2264543476849887,0.213125,-0.05886108092537312,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.88,VAL-5bbae41f6ddd7596a7c620dc,偏贵
601666.SH,平煤股份,VAL-c8c9b8dbf4271960e7876912,2026-08-26,VAL-f15ef9af6e8d85b4012f664a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.489745,8.578957,18.213786,3.027818,7.852364,15.351371,0.10923714327572842,SSE,0,0,,,2026,4,13,0.5592540548413549,0.572307692308,0.023341158376309012,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.87,VAL-c8c9b8dbf4271960e7876912,偏贵
601689.SH,拓普集团,VAL-7cae05a1a439289912202daa,2026-08-26,VAL-6af3bdf3f2d036e32d924aee,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,33.503676,73.723706,143.070068,31.981812,71.329133,140.429231,0.03790921668560876,SSE,0,0,,,2026,9,24,1.9524286641662614,1.915791666667,-0.01876483283188546,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,47.09,VAL-7cae05a1a439289912202daa,基本合理
601698.SH,中国卫通,VAL-03b9046c8b7f4e60c8fc9dee,2026-08-26,VAL-c44405ae456d801ec4af5ab7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.579319,3.25154,6.153771,2.4375,5.6875,10.92,-0.4054327384615384,SSE,0,0,,,,0,1,,0.13,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.04,VAL-03b9046c8b7f4e60c8fc9dee,明显偏贵
601699.SH,潞安环能,VAL-db5945bc3db410d7336818ef,2026-08-26,VAL-c81f72d0c816217a5e3b6eba,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.789025,19.148019,40.652717,6.383236,16.554327,32.36371,0.17436381537131895,SSE,0,0,,,2026,2,13,1.2482411299664387,1.176923076923,-0.05713483663637675,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.1,VAL-db5945bc3db410d7336818ef,基本合理
601700.SH,风范股份,VAL-d4522ef775814b6f82e97e66,2026-08-26,VAL-b9e9c1e938153d509b41f8db,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.694838,2.824729,4.519567,1.700031,2.833385,4.533416,-0.0030548707641212536,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.38,VAL-d4522ef775814b6f82e97e66,明显偏贵
601718.SH,ST际华,VAL-2c589fd2dd99b2114d2b1ae0,2026-08-26,VAL-67afb5a9a971a581cb86b23c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.735645,4.924161,8.206934,2.773928,4.99307,8.321783,-0.01380095630255107,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,1.87,VAL-2c589fd2dd99b2114d2b1ae0,偏低
601727.SH,上海电气,VAL-4354d2cd5fe4c9bc01e058b0,2026-08-26,VAL-5b80aa3633b9a4c58510b848,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.17905,5.298417,8.477467,1.4274,3.2391,6.291052,0.8166649523197258,SSE,0,0,,,2026,2,6,0.10016009117935323,0.101666666667,0.01504167448239424,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.65,VAL-4354d2cd5fe4c9bc01e058b0,偏贵
601778.SH,晶科科技,VAL-d66d900be6dbaa72fe11ce6b,2026-08-26,VAL-5936fb6713732046aa099d54,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.617272,1.483828,2.881923,0.5616,1.35,2.622,0.09913161749319932,SSE,0,0,,,2026,1,1,0.04396526796589016,0.04,-0.09019091999999995,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,3.71,VAL-d66d900be6dbaa72fe11ce6b,明显偏贵
601798.SH,蓝科高新,VAL-eab42706a388cfc7f126db99,2026-08-26,VAL-a94c81f01e582d4b90447ffe,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.146312,2.622281,4.911159,2.43,6.3,11.97,-0.5683169530355098,SSE,0,0,,,,0,1,,0.18,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.83,VAL-eab42706a388cfc7f126db99,明显偏贵
601808.SH,中海油服,VAL-f174b6a57908e40a3728c23f,2026-08-26,VAL-65b247aad277b500a5afe260,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.832194,34.654517,65.586149,17.594712,37.769981,72.518363,-0.07004431506555997,SSE,0,0,,,,0,13,,0.937615384615,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.85,VAL-f174b6a57908e40a3728c23f,偏低
601865.SH,福莱特,VAL-cc7e82f312c1e83aa0aa3d35,2026-08-26,VAL-c0a57b6a1b8b902b849f8a6c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.473954,10.173357,14.79761,6.729458,10.574863,15.381619,-0.037967973432763036,SSE,0,0,,,,0,10,,0.129,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.14,VAL-cc7e82f312c1e83aa0aa3d35,基本合理
601868.SH,中国能建,VAL-6d506c807c7570a1a4ea1682,2026-08-26,VAL-5ec466df061607ae2f96c36e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.760353,4.600588,7.360941,2.1684,4.9206,9.556899,0.038360981802793015,SSE,0,0,,,2026,2,9,0.1686688349933203,0.154444444444,-0.08433324715786195,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,2.51,VAL-6d506c807c7570a1a4ea1682,偏低
601869.SH,长飞光纤,VAL-b8183bca7de04a6ec247ae4a,2026-08-26,VAL-c14209f1c6a08160e8cd448c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,201.752977,484.983117,956.109574,179.668125,418.1625,807.88995,0.14871347382044853,SSE,0,0,,,2026,1,8,9.237773660408434,8.859375,-0.04096210562401936,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,422.36,VAL-b8183bca7de04a6ec247ae4a,基本合理
601890.SH,亚星锚链,VAL-353fbf11996609811d70dc68,2026-08-26,VAL-233db27217f6302a27e76693,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.317073,16.41651,31.069418,7.21875,15.49625,29.7528,0.044841866607968184,SSE,0,0,,,2026,1,2,0.37523452157598497,0.385,0.026025000000000187,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.74,VAL-353fbf11996609811d70dc68,基本合理
601898.SH,中煤能源,VAL-4a4c868f44def62d01721acf,2026-08-26,VAL-0018500640e99980faa9ac32,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.930807,26.935904,55.757321,12.101556,29.29197,60.634379,-0.06104372456697693,SSE,0,0,,,2026,10,28,1.4266898124889422,1.496428571429,0.048881514628883904,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.36,VAL-4a4c868f44def62d01721acf,基本合理
601899.SH,紫金矿业,VAL-6060b2c150b9ae70d7730832,2026-08-26,VAL-0205513c87370503d88bfb0f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,38.924004,92.007862,182.838024,29.185371,73.587048,142.170176,0.2739980947612026,SSE,0,0,,,2026,7,21,3.118910579634347,3.110952380952,-0.0025515956546853236,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.65,VAL-6060b2c150b9ae70d7730832,偏低
601908.SH,京运通,VAL-db35d8334572a66ea2403189,2026-08-26,VAL-6c71a97419aaa9fd6241a78b,2026-08-28,沿用,本周已复核、合理价值不变,2.759564,4.292655,6.745601,2.759564,4.292655,6.745601,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,3.05,VAL-db35d8334572a66ea2403189,基本合理
601918.SH,新集能源,VAL-01d6d1a4bc7b55d33b13258c,2026-08-26,VAL-08aea4f5901a475cd4e1b922,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.372754,14.821618,31.467434,5.57616,13.118824,25.6473,0.1336929734735266,SSE,0,0,,,2026,9,17,0.966207146319739,0.947647058824,-0.01920922192144192,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.88,VAL-01d6d1a4bc7b55d33b13258c,基本合理
601958.SH,金钼股份,VAL-0569c172bdee4d05537ba604,2026-08-26,VAL-04541e9b8ca50a790712b48d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.900704,37.585798,74.690497,11.55492,29.1342,56.287274,0.31451606719437497,SSE,0,0,,,2026,3,7,1.2740948348052832,1.243857142857,-0.023732685450298052,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,23.15,VAL-0569c172bdee4d05537ba604,基本合理
601985.SH,中国核电,VAL-14b02900cb006ab4651f9a8d,2026-08-26,VAL-756a1bd54ced436416153182,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.989062,13.271126,25.775476,5.989062,13.4874,26.195528,-0.011104378197641762,SSE,0,0,,,2026,10,18,0.41654507662803925,0.423333333333,0.016296571693781958,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,8.92,VAL-14b02900cb006ab4651f9a8d,基本合理
603005.SH,晶方科技,VAL-5ac3349eb96fa651da445cb6,2026-08-26,VAL-76d6df44ac4ffd9ee94c32c2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.867697,19.277603,37.557306,14.7108,32.8984,64.093824,-0.4088264453088899,SSE,0,0,,,,0,2,,0.82,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,30.2,VAL-5ac3349eb96fa651da445cb6,偏贵
603009.SH,北特科技,VAL-ede4bd72e518d8bf7d557fd0,2026-08-26,VAL-9c0e09c2d27f6052f48681ef,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.60687,10.585638,21.03578,8.893114,20.473,40.361057,-0.4826517393482842,SSE,0,0,,,,0,7,,0.458571428571,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,46.09,VAL-ede4bd72e518d8bf7d557fd0,明显偏贵
603019.SH,中科曙光,VAL-f116306f90aa8ab92d9f6c1a,2026-08-26,VAL-07394e0512446ce967884eec,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,36.829579,81.241719,161.941826,44.3375,101.97625,206.218639,-0.1930266430872012,SSE,0,0,,,,0,21,,2.018571428571,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,85.82,VAL-f116306f90aa8ab92d9f6c1a,偏贵
603033.SH,三维股份,VAL-21d14d636d2e9b5d6354a66a,2026-08-26,VAL-d20728494f732eab8244e604,2026-08-28,沿用,本周已复核、合理价值不变,2.44976,4.409568,7.34928,2.44976,4.409568,7.34928,0.0,SSE,0,0,,,,0,1,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.57,VAL-21d14d636d2e9b5d6354a66a,明显偏贵
603036.SH,如通股份,VAL-424425a4bb252a69c843609d,2026-08-26,VAL-f40046a1fc7ed722212e4730,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.923466,15.837993,29.662299,6.74494,15.429602,29.316244,0.026468055123754164,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.75,VAL-424425a4bb252a69c843609d,基本合理
603039.SH,泛微网络,VAL-530c381790f1baf3f1bfd6a3,2026-08-26,VAL-99bec3ef46b59a028b902dae,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,30.924271,74.337189,146.550459,24.61368,58.28256,111.70824,0.26979776163550984,SSE,0,0,,,2026,1,5,1.415946465067202,1.372,-0.031036812585365725,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.41,VAL-530c381790f1baf3f1bfd6a3,基本合理
603040.SH,新坐标,VAL-7b06973b2523821665ade929,2026-08-26,VAL-5d7215d86ddb7b71476381db,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,26.934417,63.667091,126.519244,37.7936,87.005333,171.5248,-0.2740201713102788,SSE,0,0,,,2026,2,3,2.1582064874646383,2.106666666667,-0.02388085713623489,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,50.11,VAL-7b06973b2523821665ade929,基本合理
603051.SH,鹿山新材,VAL-a0d75d49f31ca29fab7a21f0,2026-08-26,VAL-29a46fb5244f0a1840ebce52,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.607804,14.945473,23.485744,9.408567,14.635549,22.99872,0.021176116435305925,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.15,VAL-a0d75d49f31ca29fab7a21f0,偏贵
603060.SH,国检集团,VAL-5727d22c5383ce8f32f5100b,2026-08-26,VAL-b534a9bbb05b8dc827cbdc74,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.098111,9.851228,18.409482,3.84,9.6,18.2,0.0378972470238097,SSE,0,0,,,2026,1,1,0.16418713351433878,0.16,-0.025502202424242393,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.58,VAL-5727d22c5383ce8f32f5100b,基本合理
603061.SH,金海通,VAL-d6161c7daacad20b4703ce94,2026-08-26,VAL-112ad65e47d9d49dee1ba967,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,87.776,207.483333,412.31088,133.4619,302.85585,603.692661,-0.32329286855737593,SSE,0,0,,,2026,3,5,7.033333333333333,5.5928,-0.20481516587677717,机构EPS变化-20.5%,2026-08-28,337.46,VAL-d6161c7daacad20b4703ce94,偏贵
603065.SH,宿迁联盛,VAL-66e568804d6b080dc2b8eeec,2026-08-26,VAL-df35b2420973baf4039ded72,2026-08-28,沿用,本周已复核、合理价值不变,4.290663,7.151105,11.441769,4.290663,7.151105,11.441769,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.92,VAL-66e568804d6b080dc2b8eeec,明显偏贵
603068.SH,博通集成,VAL-8327f10be449c4ce6de5afa5,2026-08-26,VAL-57a5874914432f37c97bca86,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.701289,17.835482,28.536772,0.199189,0.445756,0.878776,43.24682879935498,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.74,VAL-8327f10be449c4ce6de5afa5,明显偏贵
603077.SH,和邦生物,VAL-111c353c52246b50b5b8bc71,2026-08-26,VAL-17f1298fe393a4aa560a8939,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.963795,3.272992,5.236787,1.1154,2.925,5.8305,0.2961060786060785,SSE,0,0,,,,0,1,,0.13,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,2.44,VAL-111c353c52246b50b5b8bc71,基本合理
603078.SH,江化微,VAL-dc3687d4f25fefaf1b802750,2026-08-26,VAL-4d035063debe8baa67199737,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.244623,12.340288,23.415697,6.75,16.56,31.878,-0.24560656370656375,SSE,0,0,,,,0,3,,0.336666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,36.6,VAL-dc3687d4f25fefaf1b802750,明显偏贵
603079.SH,圣达生物,VAL-48f4972b21c70954655aa020,2026-08-26,VAL-411feef4069a43a0d6973948,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.833588,6.731373,13.270421,2.615619,6.410832,12.385727,0.05965910633093796,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.3,VAL-48f4972b21c70954655aa020,明显偏贵
603086.SH,先达股份,VAL-947c382bd8613132ee141f86,2026-08-26,VAL-d83bfab87eb71c6216f3ee3d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.61619,3.055821,5.62271,3.219774,6.209564,11.591186,-0.5045239655212276,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.33,VAL-947c382bd8613132ee141f86,明显偏贵
603088.SH,宁波精达,VAL-f8d99687cd9ef86b869cd007,2026-08-26,VAL-d790c68815542b9e79dc835e,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.617252,14.003122,26.225847,4.41,10.518667,19.985467,0.3142750119618849,SSE,0,0,,,2026,1,3,0.40008920118122415,0.326666666667,-0.18351541180679531,机构EPS变化-18.4%,2026-08-28,10.24,VAL-f8d99687cd9ef86b869cd007,基本合理
603089.SH,正裕工业,VAL-c07159b88110e98c5da71c7a,2026-08-26,VAL-9c754198c85e2f2e01c4647b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.07755,11.795917,18.873468,0.339578,0.776813,1.475945,15.90578569694668,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.01,VAL-c07159b88110e98c5da71c7a,基本合理
603090.SH,宏盛股份,VAL-cacebc2ab3c34f05be8802cc,2026-08-26,VAL-65837c5d37eb71459eb5e43a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.444548,26.180339,49.032035,26.73,69.3,131.67,-0.6081965323336458,SSE,0,0,,,,0,1,,1.98,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,38.3,VAL-cacebc2ab3c34f05be8802cc,偏贵
603106.SH,恒银科技,VAL-2aaa8d6266056c7a08f0ea9e,2026-08-26,VAL-0eed8abc1b0ad123cac93afb,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.672819,1.545999,3.07221,1.441316,3.260896,6.300052,-0.5281331424444495,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.93,VAL-2aaa8d6266056c7a08f0ea9e,明显偏贵
603115.SH,海星股份,VAL-82a5f51387c659f592d7c968,2026-08-26,VAL-506ae268400ef8a8fa26301b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.264139,43.172445,85.792283,31.64616,71.81244,143.14613,-0.4061722853392564,SSE,0,0,,,2026,5,5,1.463472713261874,1.3524,-0.07589667525423716,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,75.29,VAL-82a5f51387c659f592d7c968,偏贵
603118.SH,共进股份,VAL-3cafab7c524a5ed456a7f3f6,2026-08-26,VAL-66d746575fccb903e0919982,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.823179,9.705298,15.528476,6.4896,16.0,30.912,-0.30952631438531586,SSE,0,0,,,,0,1,,0.32,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.73,VAL-3cafab7c524a5ed456a7f3f6,明显偏贵
603119.SH,浙江荣泰,VAL-b44e2e1e14045fe6db1df4ec,2026-08-26,VAL-1569d5c26dd74e4629569203,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,12.540312,29.642564,58.905703,15.914574,36.63723,72.227682,-0.19730869752825242,SSE,0,0,,,2026,6,11,1.0048326816125104,0.853727272727,-0.15037867662009485,机构EPS变化-15.0%,2026-08-28,51.02,VAL-b44e2e1e14045fe6db1df4ec,偏贵
603121.SH,华培动力,VAL-3f83beda5fd8fc39a2a433f0,2026-08-26,VAL-95e5172e327044d1d11149bb,2026-08-28,沿用,本周已复核、合理价值不变,3.241117,5.83401,9.72335,3.241117,5.83401,9.72335,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.84,VAL-3f83beda5fd8fc39a2a433f0,明显偏贵
603131.SH,上海沪工,VAL-6a5a488d687546e02f78cd35,2026-08-26,VAL-1ffdae922336a2ce9f503b8d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.887035,8.796664,14.661106,4.900941,8.821693,14.702822,-0.002837283279580216,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.68,VAL-6a5a488d687546e02f78cd35,明显偏贵
603137.SH,恒尚节能,VAL-8f8956e3df7e9cbdae691811,2026-08-26,VAL-f69152e20341143f6d0df5ec,2026-08-28,沿用,本周已复核、合理价值不变,5.888381,9.813968,15.70235,5.888381,9.813968,15.70235,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.75,VAL-8f8956e3df7e9cbdae691811,明显偏贵
603160.SH,汇顶科技,VAL-26cfb8228dca573a8787a255,2026-08-26,VAL-64f7a5f04d092fee41fe559e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,33.320197,73.500435,146.510867,44.577,101.1555,201.63663,-0.267008855265641,SSE,0,0,,,,0,3,,1.905,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,48.89,VAL-26cfb8228dca573a8787a255,基本合理
603163.SH,圣晖集成,VAL-00fd9edf565fa2da9ed55d12,2026-08-26,VAL-51d76b32249b79cd8d0148bc,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,64.3968,146.1312,285.686496,59.6544,135.3696,264.647568,0.07949790794979084,SSE,0,0,,,2026,2,5,2.58,2.39,-0.0736434108527132,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,81.16,VAL-00fd9edf565fa2da9ed55d12,基本合理
603166.SH,福达股份,VAL-5fbd55de4c8123602b4b68c5,2026-08-26,VAL-8d163968acabff848424162d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.767356,21.492738,41.709344,9.9,22.08,43.47,-0.02251113195747334,SSE,0,0,,,2026,2,4,0.5691932617597562,0.58,0.01898606144217685,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.82,VAL-5fbd55de4c8123602b4b68c5,基本合理
603169.SH,兰石重装,VAL-3d23d85561c471488dd7b174,2026-08-26,VAL-045cd72d6b246002589d1e81,2026-08-28,沿用,本周已复核、合理价值不变,2.035632,3.664137,6.106895,2.035632,3.664137,6.106895,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.6,VAL-3d23d85561c471488dd7b174,明显偏贵
603171.SH,税友股份,VAL-c70b2a86afb57258d1c7c49e,2026-08-26,VAL-4d46b96aae4e5e6deff2574f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.97181,16.479839,32.748735,11.4218,27.0456,51.8374,-0.3903500366544139,SSE,0,0,,,2026,3,13,0.558638595282334,0.609230769231,0.090563334463307,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,44.34,VAL-c70b2a86afb57258d1c7c49e,明显偏贵
603179.SH,新泉股份,VAL-6ae8a0d3c0fb59f9a92a691e,2026-08-26,VAL-6a4fa8cdf5a673f1e91ed660,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,25.038681,59.185984,117.614388,30.72225,70.72625,139.43175,-0.16977909974026228,SSE,0,0,,,2026,8,17,2.0063045478995782,1.698235294118,-0.15355059335538035,机构EPS变化-15.4%,2026-08-28,39.46,VAL-6ae8a0d3c0fb59f9a92a691e,基本合理
603185.SH,弘元绿能,VAL-6bb6a0a1c9f934ba237a43e2,2026-08-26,VAL-ab5ef300bfbc36ba4ba70009,2026-08-28,沿用,本周已复核、合理价值不变,15.548599,24.186709,38.007685,15.548599,24.186709,38.007685,0.0,SSE,0,0,,,2026,1,1,0.28400905935025444,0.28,-0.014115955876288555,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.2,VAL-6bb6a0a1c9f934ba237a43e2,基本合理
603186.SH,华正新材,VAL-db0bd19d49eff368a07e1d51,2026-08-26,VAL-0518cb83fb000b60d70767f8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.980044,16.038704,31.872113,78.039,177.0885,352.99641,-0.9097755122438781,SSE,0,0,,,,0,2,,3.335,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,183.6,VAL-db0bd19d49eff368a07e1d51,明显偏贵
603188.SH,亚邦股份,VAL-819174f2311f30a0c6ee4fc9,2026-08-26,VAL-63f0fb21acf4246fa0f9679e,2026-08-28,沿用,本周已复核、合理价值不变,1.112869,1.854782,2.967651,1.112869,1.854782,2.967651,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.07,VAL-819174f2311f30a0c6ee4fc9,明显偏贵
603211.SH,晋拓股份,VAL-ab90631850597e4bd1e96aa4,2026-08-26,VAL-1341b4ef5097b3fcd51ee756,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.781065,6.390316,12.698836,3.997782,8.946442,17.637272,-0.2914692298279139,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.58,VAL-ab90631850597e4bd1e96aa4,明显偏贵
603212.SH,赛伍技术,VAL-a0cca1dd70f317dc5486b6b9,2026-08-26,VAL-e13428a8b2b92480284b2436,2026-08-28,沿用,本周已复核、合理价值不变,4.918186,7.650511,12.022232,4.918186,7.650511,12.022232,0.0,SSE,0,0,,,2026,1,3,0.20571868879954724,0.223333333333,0.08562491155393537,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.8,VAL-a0cca1dd70f317dc5486b6b9,偏贵
603218.SH,日月股份,VAL-6fb5e968257f023e509d7ee3,2026-08-26,VAL-0a1f2d1e42fa453fcc31ecfd,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.020778,21.228384,39.757731,8.5275,20.339667,38.645367,0.04787428568934393,SSE,0,0,,,2026,4,6,0.6425055776423588,0.631666666667,-0.016869753901797457,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.57,VAL-6fb5e968257f023e509d7ee3,基本合理
603221.SH,爱丽家居,VAL-888c7d6042a2096ef74c0869,2026-08-26,VAL-6cc035ebc6a7412ff58c06ad,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.693394,9.488991,15.182385,5.781764,9.636273,15.418036,-0.015284176578380104,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.1,VAL-888c7d6042a2096ef74c0869,明显偏贵
603227.SH,雪峰科技,VAL-3904dea515460d39481a0133,2026-08-26,VAL-c45c7209f97343c8e1aa6512,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.1507,12.235827,24.122059,6.7704,17.070667,32.980528,-0.27073201044231787,SSE,0,0,,,,0,2,,0.74,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.83,VAL-3904dea515460d39481a0133,基本合理
603228.SH,景旺电子,VAL-6f28090138c8389a0ddb1c71,2026-08-26,VAL-3da29d1f7c3aeeb84979f6ad,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,30.502619,72.101543,143.280186,50.661,114.9615,229.15659,-0.3804938217935365,SSE,0,0,,,2026,3,8,2.4441200909907628,2.235,-0.08556048115704196,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,93.9,VAL-6f28090138c8389a0ddb1c71,偏贵
603232.SH,格尔软件,VAL-cd0fd7e5dc976c405f9fecff,2026-08-26,VAL-ed802d15d8fbda8d7da9e26c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.00079,8.33465,13.33544,4.8438,12.15,23.2875,-0.21527615954053836,SSE,0,0,,,2026,1,1,0.269136232253803,0.27,0.0032094071428572235,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.43,VAL-cd0fd7e5dc976c405f9fecff,明显偏贵
603236.SH,移远通信,VAL-e314a1f7c3f8c6a21aefdd87,2026-08-26,VAL-1e63ce3fb69728b5175282db,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,58.828569,146.652417,274.659026,44.685,106.582,202.5058,0.358399293963654,SSE,0,0,,,2026,1,5,4.190069050635522,3.246,-0.22531109612437816,机构EPS变化-22.5%,2026-08-28,56.04,VAL-e314a1f7c3f8c6a21aefdd87,偏低
603239.SH,浙江仙通,VAL-fd4f246e84dc3773b3abb22d,2026-08-26,VAL-cc5e4018852ec0d2784d230a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.108879,25.412469,47.593924,13.7025,32.683,62.0977,-0.21265593773916414,SSE,0,0,,,,0,4,,1.015,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.23,VAL-fd4f246e84dc3773b3abb22d,基本合理
603256.SH,宏和科技,VAL-3f027655846677d4080233ec,2026-08-26,VAL-99c4aa0ce545956972d5921e,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,17.647647,41.71519,82.896426,23.751,53.8965,107.43369,-0.2354829582407677,SSE,0,0,,,2026,5,8,1.4140742445814187,1.015,-0.28221590635048244,机构EPS变化-28.2%,2026-08-28,139.17,VAL-3f027655846677d4080233ec,明显偏贵
603259.SH,药明康德,VAL-ef1c91ad956712c65c658981,2026-08-26,VAL-53dad254177cffcde1a76746,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,133.346415,306.979205,605.187576,103.154858,260.091309,502.496409,0.21219619090984088,SSE,0,0,,,2026,10,34,7.432910537922112,7.347212121212,-0.01152959076701987,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,157.4,VAL-ef1c91ad956712c65c658981,基本合理
603260.SH,合盛硅业,VAL-863e1fe4fc516c1fe43810b8,2026-08-26,VAL-7005187cc25e82922cb12bc0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.604536,37.674227,60.278763,12.675,30.232222,57.441222,0.4048628690060614,SSE,0,0,,,,0,9,,0.908888888889,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.07,VAL-863e1fe4fc516c1fe43810b8,基本合理
603261.SH,立航科技,VAL-b0d1b2824a5e2d90246bfcb2,2026-08-26,VAL-82be08173706485189304e9b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.319998,11.375997,18.959994,6.449223,11.608602,19.34767,-0.020037296850534347,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,57.0,VAL-b0d1b2824a5e2d90246bfcb2,明显偏贵
603267.SH,鸿远电子,VAL-a044151bc143011b6c4dceee,2026-08-26,VAL-d1341c61ad6476fe3db64434,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,34.888562,83.866735,156.725962,34.24,78.752,149.300667,0.05100623937977922,SSE,0,0,,,2026,1,6,1.3977789215042498,1.426666666667,0.020666891393427367,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,48.34,VAL-a044151bc143011b6c4dceee,基本合理
603269.SH,海鸥股份,VAL-d1e8fbeab30cb7c73b4288c7,2026-08-26,VAL-3786f527d1efcaee763a9dc9,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.366695,17.335868,32.467605,6.8175,16.261,30.8959,0.07037125463093363,SSE,0,0,,,2026,2,2,0.524693351715479,0.43,-0.18047370222222214,机构EPS变化-18.0%,2026-08-28,22.18,VAL-d1e8fbeab30cb7c73b4288c7,偏贵
603286.SH,日盈电子,VAL-ed01e39bde9b7626a0bdd34b,2026-08-26,VAL-fcc186cbd9580f9488c8fc57,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.209026,10.348377,16.557403,6.177572,10.295953,16.473525,0.005091684991524126,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,42.81,VAL-ed01e39bde9b7626a0bdd34b,明显偏贵
603290.SH,斯达半导,VAL-aa33c28d43662ca031eba0b4,2026-08-26,VAL-e1cad58fa2a5f353d04ce615,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.31964,38.205087,76.155474,42.7635,97.04025,193.433565,-0.602838071224842,SSE,0,0,,,,0,5,,1.8275,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,91.07,VAL-aa33c28d43662ca031eba0b4,明显偏贵
603296.SH,华勤技术,VAL-ff7046107c634223ca37aad0,2026-08-26,VAL-9ccca59dbaffb00d89030560,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,79.908551,176.268862,347.501471,92.464871,215.204235,415.774583,-0.16736062216139436,SSE,0,0,,,,0,19,,4.237421052632,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,78.2,VAL-ff7046107c634223ca37aad0,偏低
603298.SH,杭叉集团,VAL-9511b1316b7ce1de66ac2e62,2026-08-26,VAL-246bd16c11fba31252830d1c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,26.390771,64.371831,120.559244,25.630732,59.874111,113.760811,0.06149077427111349,SSE,0,0,,,2026,1,19,1.8391951744826254,1.846315789474,0.00387159290659711,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.26,VAL-9511b1316b7ce1de66ac2e62,偏低
603306.SH,华懋科技,VAL-85081184ee2ad28904df505f,2026-08-26,VAL-8e7675c9eea9b072921c2926,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.644901,3.779645,7.51091,13.89375,33.63,65.74665,-0.8858561035271838,SSE,0,0,,,,0,4,,1.1875,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,77.06,VAL-85081184ee2ad28904df505f,明显偏贵
603308.SH,应流股份,VAL-3a7b1dfa560613960e308709,2026-08-26,VAL-5f1d1583fda0e1809fdfba88,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.459119,50.964923,95.2407,21.504,49.4592,93.7664,0.03467772028318894,SSE,0,0,,,2026,5,13,0.8998044333234835,0.896,-0.004228066880523795,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,43.99,VAL-3a7b1dfa560613960e308709,基本合理
603330.SH,天洋新材,VAL-941a6dc4a78e44e28f76cc7c,2026-08-26,VAL-41df10e7eacc3c7326bb7c0d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.740807,4.568012,7.30882,2.710888,4.518146,7.229034,0.01103674432849533,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.02,VAL-941a6dc4a78e44e28f76cc7c,明显偏贵
603338.SH,浙江鼎力,VAL-f308d68305403a6d656b8148,2026-08-26,VAL-1a269eddee20834115ce17c5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,59.018989,138.887992,260.117367,57.346071,136.781,259.8839,0.019471318351060862,SSE,0,0,,,2026,6,14,4.203631709100138,4.217142857143,0.0032141607490523416,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,57.35,VAL-f308d68305403a6d656b8148,偏低
603339.SH,四方科技,VAL-18c5511306c9c9943d48aece,2026-08-26,VAL-e61c47e25d2463bc596ad091,2026-08-28,沿用,本周已复核、合理价值不变,7.81226,17.871183,33.955248,7.81226,17.871183,33.955248,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.66,VAL-18c5511306c9c9943d48aece,基本合理
603356.SH,华菱精工,VAL-79445508495bc61e20941c39,2026-08-26,VAL-5b8c002aa7f8b83a27eb75dc,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.845109,2.87017,4.510267,2.038693,3.171301,4.983472,-0.09495500378695254,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.03,VAL-79445508495bc61e20941c39,明显偏贵
603395.SH,红四方,VAL-745921ac7a0312882a419b02,2026-08-26,VAL-1e5283b28ea52e32ae8d4971,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.893066,8.155109,13.048175,1.696815,4.158861,8.034919,1.228295247209716,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.0,VAL-745921ac7a0312882a419b02,明显偏贵
603396.SH,金辰股份,VAL-1fa7ad0b0cfd58fee5b8e9d9,2026-08-26,VAL-2dcb37eeaa9838cc39d8922e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.954776,26.374096,41.445008,17.016069,26.469441,41.594836,-0.0036020734262977028,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.9,VAL-1fa7ad0b0cfd58fee5b8e9d9,偏贵
603398.SH,*ST沐邦,VAL-0dc3fd5ab4613f66faceb274,2026-08-13,,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,0.148459,0.230937,0.362901,,,,,SSE,0,0,,,,0,0,,,,*ST沐邦仍有盈利口径异常/模型适用性缺口；本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.39,VAL-0dc3fd5ab4613f66faceb274,明显偏贵
603399.SH,永杉锂业,VAL-ad4ca2c362e7f2dc309bc14f,2026-08-26,VAL-a7a9c387a8b52a49cee0a780,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.845007,4.741678,7.586684,2.845007,4.425566,6.954461,0.04347827880966193,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.3,VAL-ad4ca2c362e7f2dc309bc14f,明显偏贵
603407.SH,长裕集团,VAL-f27db231dcd04b8f75fe97ed,2026-08-26,VAL-655f3c357208cb68f0c5a9f1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.29441,17.328349,34.161603,6.733301,16.50319,31.884163,0.059659093965607646,SSE,0,0,,,,0,1,,0.99,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,57.8,VAL-f27db231dcd04b8f75fe97ed,明显偏贵
603416.SH,信捷电气,VAL-ba2789a97c244e80a20aaad6,2026-08-26,VAL-235c26abbd2ea8ada89154c2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,35.277512,81.213001,160.105631,36.532568,84.102288,165.801653,-0.03435444064358972,SSE,0,0,,,2026,3,8,1.9664164954266847,2.01325,0.023816676010517845,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,46.88,VAL-ba2789a97c244e80a20aaad6,基本合理
603500.SH,祥和实业,VAL-87d2525a2e9d13d70730e5a6,2026-08-26,VAL-ec98e033b6fe57f4109ed0aa,2026-08-28,沿用,本周已复核、合理价值不变,6.394366,14.627634,27.792504,6.394366,14.627634,27.792504,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.61,VAL-87d2525a2e9d13d70730e5a6,基本合理
603501.SH,豪威集团,VAL-370c6f46462e13501e446a7f,2026-08-26,VAL-8ffd0996994c6123c7b5200a,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,64.727469,146.024255,291.075015,81.302,184.493,367.756047,-0.20708920784815366,SSE,0,0,,,2026,2,19,2.7499859697183013,3.338947368421,0.21416887401902995,机构EPS变化+21.4%,2026-08-28,82.0,VAL-370c6f46462e13501e446a7f,基本合理
603506.SH,南都物业,VAL-b0cb852664bc0a0bc4b7ba84,2026-08-26,VAL-2c0873a22a7efdd14f8afff9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.421651,7.86225,15.623864,6.3765,15.4344,30.174252,-0.48264853811626296,SSE,0,0,,,,0,2,,0.545,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.63,VAL-b0cb852664bc0a0bc4b7ba84,偏贵
603507.SH,振江股份,VAL-3624d33162927ab1aa3d660f,2026-08-26,VAL-fd668babeabef7e2d2f3237b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.238555,29.202696,56.718124,23.2713,52.80795,102.564774,-0.44214419831951546,SSE,0,0,,,,0,4,,1.6575,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,23.8,VAL-3624d33162927ab1aa3d660f,基本合理
603530.SH,神马电力,VAL-caef8cdf06a4e0285cc614f3,2026-08-26,VAL-c2413db83c833e22cd8ca02f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,19.676867,44.651352,86.722849,19.59984,44.47656,86.383363,0.003929980460824822,SSE,0,0,,,2026,3,5,1.4014862588036647,1.396,-0.003914600495867893,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,48.12,VAL-caef8cdf06a4e0285cc614f3,偏贵
603565.SH,中谷物流,VAL-ca6e63083f9d016dc9911910,2026-08-26,VAL-6d90439a51fa5777eb068a8f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.930072,25.983943,52.15686,12.0172,29.087787,56.866623,-0.10195775028465526,SSE,0,0,,,2026,4,10,1.0009223041903994,1.0788,0.07780593506964784,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.15,VAL-ca6e63083f9d016dc9911910,基本合理
603578.SH,三星新材,VAL-6ce16570c9629f3ca5c1d71b,2026-08-26,VAL-2bc5aedb69d57053aabe7dba,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.072426,11.001552,17.288153,5.449708,8.477324,13.321509,0.2977623660231412,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.14,VAL-6ce16570c9629f3ca5c1d71b,偏贵
603588.SH,高能环境,VAL-a8ffe2b9f4c5da68d4e49821,2026-08-26,VAL-8cd2a1a04c427585c8e8939e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.132953,8.212725,12.319088,10.559782,26.625091,51.439676,-0.6410992717388063,SSE,0,0,,,2026,6,11,1.1190004218766172,1.128181818182,0.00820499807317776,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.5,VAL-a8ffe2b9f4c5da68d4e49821,明显偏贵
603595.SH,ST东尼,VAL-13c4bb02a071bf436e11158d,2026-08-26,VAL-d3d0d955ad6c7580984d0ec0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.531282,10.885471,17.416753,5.88713,9.811884,15.699014,0.10941699905484525,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.33,VAL-13c4bb02a071bf436e11158d,明显偏贵
603596.SH,伯特利,VAL-ede2d9fbefb09cf2f4a958aa,2026-08-26,VAL-8470580a7018a1f769a91da7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,44.476467,97.868962,189.926954,41.537833,92.641956,182.38885,0.06085596095250967,SSE,0,0,,,2026,8,18,2.591868690946232,2.336722222222,-0.09844112458917975,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.0,VAL-ede2d9fbefb09cf2f4a958aa,偏低
603598.SH,引力传媒,VAL-09cc324dbc26f2cc70a3685b,2026-08-26,VAL-c28eb1e52fb3baefad4c8245,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.746089,1.243482,1.989572,3.3345,8.0712,15.779196,-0.825563446347002,SSE,0,0,,,2026,1,2,0.29677674487104866,0.285,-0.03968216875000008,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.9,VAL-09cc324dbc26f2cc70a3685b,明显偏贵
603599.SH,广信股份,VAL-515b10ed4899d2c20725cf92,2026-08-26,VAL-0aa1241669e95fab73584ad1,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.421507,19.119341,31.040812,8.568892,18.675791,28.562974,0.01087056142293874,SSE,0,0,,,2026,1,4,0.8997336936574526,1.0225,0.1364473812728937,机构EPS变化+13.6%,2026-08-28,10.44,VAL-515b10ed4899d2c20725cf92,基本合理
603601.SH,再升科技,VAL-1f8b5136e2cadc6792f88f8c,2026-08-26,VAL-cfc246aca3195a1ed81f4880,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.146959,3.578264,5.725223,0.855,2.039333,3.874733,0.9780802692710202,SSE,0,0,,,,0,3,,0.063333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.05,VAL-1f8b5136e2cadc6792f88f8c,明显偏贵
603602.SH,纵横通信,VAL-4d58b830870c6e0b3d1a71aa,2026-08-26,VAL-9399b656858f0a0a167a3cf9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.948101,7.106582,11.844304,3.856647,6.941964,11.56994,0.023713420179688027,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.65,VAL-4d58b830870c6e0b3d1a71aa,偏贵
603606.SH,东方电缆,VAL-904f42f00780bafbe9b184ad,2026-08-26,VAL-3642a8ba2922ce7b086b8af1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,29.525238,69.791228,138.689128,34.034297,77.231674,150.001074,-0.10739586319702366,SSE,0,0,,,2026,7,24,2.365804336656906,2.39219047619,0.01115313685255126,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.34,VAL-904f42f00780bafbe9b184ad,基本合理
603611.SH,诺力股份,VAL-77ca6dc8a1e9020f7cc2686a,2026-08-26,VAL-154a33cbdece87f6248670d9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,32.865272,81.929096,153.441493,31.59,81.9,155.61,0.011493241695303302,SSE,0,0,,,2026,1,1,2.3408313214379843,2.34,-0.00035513940298514957,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.45,VAL-77ca6dc8a1e9020f7cc2686a,偏低
603617.SH,君禾股份,VAL-15cd500a0182b0eb572604aa,2026-08-26,VAL-f8c37aa61ba56bb741ff1a0f,2026-08-28,沿用,本周已复核、合理价值不变,1.713533,3.919846,7.447707,1.713533,3.919846,7.447707,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,6.85,VAL-15cd500a0182b0eb572604aa,偏贵
603618.SH,杭电股份,VAL-04852f82a2a0af4d5e13e07e,2026-08-26,VAL-9e86a5d311a452b6b55b8fa7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.903818,6.506363,10.410181,29.5245,76.545,145.4355,-0.9018550950084614,SSE,0,0,,,,0,1,,2.187,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.92,VAL-04852f82a2a0af4d5e13e07e,明显偏贵
603619.SH,中曼石油,VAL-3b071b2a54ff35a5aff229bc,2026-08-26,VAL-f73bf388581c348c1946ff90,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.023172,25.216406,47.226725,28.18125,67.2175,127.71325,-0.6201252322488502,SSE,0,0,,,,0,4,,1.7525,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.09,VAL-3b071b2a54ff35a5aff229bc,基本合理
603626.SH,科森科技,VAL-39d2d4dea9f4f4eab389ebdb,2026-08-26,VAL-8092f082f2667262d5bd5095,2026-08-28,沿用,本周已复核、合理价值不变,3.499705,5.832842,9.332548,3.499705,5.832842,9.332548,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.29,VAL-39d2d4dea9f4f4eab389ebdb,明显偏贵
603629.SH,利通电子,VAL-4ef9c7fd12049959c385bfcd,2026-08-26,VAL-9fe3ba0fcd9a2e686810d05e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,44.01152,97.084235,191.394635,40.877188,92.482325,178.675851,0.05801042479811702,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,119.95,VAL-4ef9c7fd12049959c385bfcd,偏贵
603630.SH,拉芳家化,VAL-7bf17f57ca1b8ad68f5f6916,2026-08-26,VAL-631dbdccf80c73aa2efefdff,2026-08-28,沿用,本周已复核、合理价值不变,7.608703,12.681172,20.289875,7.608703,12.681172,20.289875,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.26,VAL-7bf17f57ca1b8ad68f5f6916,偏贵
603639.SH,海利尔,VAL-24d6bf09d6f42c4af398d0fb,2026-08-26,VAL-1bc538c078dcfd9ee1eb192f,2026-08-28,沿用,本周已复核、合理价值不变,7.064243,15.444093,25.168152,7.064243,15.444093,25.168152,0.0,SSE,0,0,,,,0,2,,0.845,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.03,VAL-24d6bf09d6f42c4af398d0fb,基本合理
603650.SH,彤程新材,VAL-a862e5c90c8d8ec1c1a4aa56,2026-08-26,VAL-1446ff8711a81a231b31d60c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.471711,57.619771,109.333515,21.776786,53.425714,102.8445,0.06501089724410747,SSE,0,0,,,2026,1,8,1.152395411627623,1.17125,0.016361214373239452,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,62.36,VAL-a862e5c90c8d8ec1c1a4aa56,偏贵
603658.SH,安图生物,VAL-cec970a0b3354e6447deac10,2026-08-26,VAL-355418fd343c84c1e225ef60,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,26.953469,63.428962,118.793385,27.4455,65.4626,124.37894,-0.027184594238823023,SSE,0,0,,,2026,3,12,1.91976277794105,1.987538461538,0.03530419715171251,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.07,VAL-cec970a0b3354e6447deac10,基本合理
603662.SH,柯力传感,VAL-e94b4a3289172a421692d028,2026-08-26,VAL-f6f8183dfc8afef0582d89f1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.462888,54.371709,103.170319,22.589062,55.4185,106.680612,-0.015036555045778832,SSE,0,0,,,2026,2,4,1.1519429977441002,1.20475,0.04584167997836186,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,50.48,VAL-e94b4a3289172a421692d028,基本合理
603663.SH,三祥新材,VAL-2ac52549911839ce4bbff075,2026-08-26,VAL-5cc13574c39444a49b0f2d97,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.232625,11.970057,22.418206,11.4075,27.209,51.6971,-0.5545250864267866,SSE,0,0,,,,0,2,,0.765,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,43.35,VAL-2ac52549911839ce4bbff075,明显偏贵
603667.SH,五洲新春,VAL-141796fbc6de3a00242a4000,2026-08-26,VAL-e2e025a472009dd6a4d212cc,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.005463,17.084114,33.680111,7.8039,17.9655,35.4177,-0.06518673310205125,SSE,0,0,,,2026,1,2,0.3904940424126229,0.37,-0.05248234335664337,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,50.76,VAL-141796fbc6de3a00242a4000,明显偏贵
603678.SH,火炬电子,VAL-93c0929c4f07c3b420bb0f60,2026-08-26,VAL-77a7db84ecaeb7c8a7cfb2b1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,27.423287,62.229766,116.291875,28.656,65.9088,124.9521,-0.05194054235825585,SSE,0,0,,,2026,2,11,1.0986893653604557,1.186363636364,0.07979896207949588,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,47.12,VAL-93c0929c4f07c3b420bb0f60,基本合理
603688.SH,石英股份,VAL-8c169e083070739bb1164fce,2026-08-26,VAL-422eafd32adcc6298033c4f7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.516639,18.738059,35.093709,8.8965,21.2198,40.31762,-0.12822298887977612,SSE,0,0,,,2026,1,5,0.5353731280893187,0.615,0.14873154391379306,机构EPS变化+14.9%,2026-08-28,51.51,VAL-8c169e083070739bb1164fce,明显偏贵
603690.SH,至纯科技,VAL-6a7a543a21fe5d45ec6054d6,2026-08-26,VAL-e3d6424e1fcd954ab203d576,2026-08-28,沿用,本周已复核、合理价值不变,7.569416,12.615693,20.185109,7.569416,12.615693,20.185109,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,25.02,VAL-6a7a543a21fe5d45ec6054d6,明显偏贵
603698.SH,航天工程,VAL-7195cfb4de55e67068ff3f5b,2026-08-26,VAL-9e55e705bcf15c9061abf808,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.145358,14.058009,26.328642,8.91,21.252,40.3788,-0.33017150719448307,SSE,0,0,,,,0,2,,0.66,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,21.87,VAL-7195cfb4de55e67068ff3f5b,偏贵
603699.SH,纽威股份,VAL-67c88529ffb2c60a0a3816a8,2026-08-26,VAL-1efff0c45aec8f85b1db967d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,48.8957,109.701891,207.618664,47.866071,102.7525,197.2848,0.05297500797561017,SSE,0,0,,,2026,1,8,2.5074717919194036,2.4625,-0.017935113792438284,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,50.7,VAL-67c88529ffb2c60a0a3816a8,基本合理
603703.SH,盛洋科技,VAL-043f11b03f06a207737a9287,2026-08-26,VAL-3dc48e8342d65aba6b86f393,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.458046,2.332874,3.499312,1.792384,2.987307,4.779691,-0.20686923066784024,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.23,VAL-043f11b03f06a207737a9287,明显偏贵
603712.SH,七一二,VAL-e24ddad56feeb2ec6ef9af92,2026-08-26,VAL-9b87b83ff0fe61e9f8a95170,2026-08-28,沿用,本周已复核、合理价值不变,5.94507,9.90845,14.862675,5.94507,9.90845,14.862675,0.0,SSE,0,0,,,,0,2,,-0.21,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.46,VAL-e24ddad56feeb2ec6ef9af92,偏贵
603728.SH,鸣志电器,VAL-fb98610f1a22217f2d898689,2026-08-26,VAL-73e542dc9ac8ca76e9321237,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.923044,4.418758,8.780956,4.9335,11.3575,22.3905,-0.6107174513535081,SSE,0,0,,,,0,3,,0.27,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,48.07,VAL-fb98610f1a22217f2d898689,明显偏贵
603730.SH,岱美股份,VAL-59e6780cb0e59ae1691381e4,2026-08-26,VAL-b15872f85257fde2276abab4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.789379,15.977285,29.923173,6.391286,15.2444,28.96436,0.05227372961504417,SSE,0,0,,,2026,3,6,0.4835740097003978,0.472333333333,-0.023244996922729744,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.82,VAL-59e6780cb0e59ae1691381e4,基本合理
603738.SH,泰晶科技,VAL-f1bca5f43d6e816ae3977b6c,2026-08-26,VAL-37054294258d6cbdc179ceb0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.837926,7.074601,13.249717,2.7,7.0,13.3,0.021910000000000096,SSE,0,0,,,2026,1,1,0.20213145441884392,0.2,-0.010544892307692177,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.22,VAL-f1bca5f43d6e816ae3977b6c,明显偏贵
603757.SH,大元泵业,VAL-c71b6e3c2d48ff3641e930a5,2026-08-26,VAL-449b881b5a500d58ad8a38cf,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.443388,29.413458,58.450424,21.7672,50.661333,97.877696,-0.4220945217819061,SSE,0,0,,,2026,3,2,0.9970663787667875,1.073333333333,0.07649135121830364,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,65.28,VAL-c71b6e3c2d48ff3641e930a5,明显偏贵
603758.SH,秦安股份,VAL-a9c8902244adb7e2e435db74,2026-08-26,VAL-f5736688356b27cbdbdeac31,2026-08-28,沿用,本周已复核、合理价值不变,4.73591,10.598265,20.893721,4.73591,10.598265,20.893721,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.65,VAL-a9c8902244adb7e2e435db74,偏贵
603766.SH,隆鑫通用,VAL-afe4082bd6753d03875230a5,2026-08-26,VAL-442e23a7ca05262008476b24,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.166198,33.336978,62.435398,14.507735,34.603635,65.746907,-0.03274585905463423,SSE,0,0,,,2026,5,18,1.0089884459866254,1.057166666667,0.04774903109347717,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.72,VAL-afe4082bd6753d03875230a5,基本合理
603767.SH,中马传动,VAL-1b91f6863308a39d7b9ceaec,2026-08-26,VAL-6ebb5fe32887ac3167691645,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.972713,2.22516,4.167407,0.948469,2.169701,4.122432,0.025560825740738924,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.18,VAL-1b91f6863308a39d7b9ceaec,明显偏贵
603778.SH,国晟科技,VAL-15cb07969a67653dbc93d9cb,2026-08-26,VAL-175290fde3765ad5781c8429,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.386909,0.601858,0.945777,0.384916,0.598758,0.940905,0.005177528327474423,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.36,VAL-15cb07969a67653dbc93d9cb,明显偏贵
603799.SH,华友钴业,VAL-be38c51b0ff54d13fbe00938,2026-08-26,VAL-937ee4c3f7dcdcde3ef909d8,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,35.043591,86.307285,166.745674,44.884286,114.704286,224.8204,-0.23960171784731554,SSE,0,0,,,2026,6,16,3.6570883329161754,4.29375,0.17408977009208537,机构EPS变化+17.4%,2026-08-28,39.99,VAL-be38c51b0ff54d13fbe00938,基本合理
603803.SH,瑞斯康达,VAL-7562cd49fdd2f03acf6c49f1,2026-08-26,VAL-c6cb0d9da3075c10ebd6ce4c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.235724,5.392873,8.628597,3.2548,5.424667,8.679467,-0.005860958973633035,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.26,VAL-7562cd49fdd2f03acf6c49f1,明显偏贵
603806.SH,福斯特,VAL-77b6b1509d2cd06b8582d9a1,2026-08-26,VAL-9bddd0a50909133d73b12ac9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.584468,16.091037,31.722331,6.015688,14.701061,28.982092,0.09454939093001524,SSE,0,0,,,2026,8,22,0.649355828993639,0.607571428571,-0.06434746337365715,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.23,VAL-77b6b1509d2cd06b8582d9a1,基本合理
603809.SH,豪能股份,VAL-337f937bf458c8a8481321fe,2026-08-26,VAL-85adec7a3bc7b8b448de7448,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.104248,15.632658,30.337127,7.59,16.928,33.327,-0.07264434293172373,SSE,0,0,,,2026,3,8,0.41400047148459995,0.45625,0.10205188502296592,机构EPS变化+10.2%,2026-08-28,8.96,VAL-337f937bf458c8a8481321fe,基本合理
603859.SH,能科科技,VAL-5a60201becc9d23eff4fe53c,2026-08-26,VAL-45aea94e62256a7631b18d25,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.507073,24.035787,45.015596,15.069375,35.94325,68.292175,-0.322856645781314,SSE,0,0,,,,0,8,,1.0975,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,37.44,VAL-5a60201becc9d23eff4fe53c,偏贵
603861.SH,白云电器,VAL-d0212f6ed8f0527a188845b2,2026-08-26,VAL-36627b7989cc5b9f1abc888e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.948184,14.29852,27.770904,5.7564,13.0626,25.370472,0.07586503002284939,SSE,0,0,,,2026,1,2,0.42365986417853263,0.41,-0.032242525982532744,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.64,VAL-d0212f6ed8f0527a188845b2,基本合理
603878.SH,武进不锈,VAL-279526a20a92322dd80d7a3d,2026-08-26,VAL-17b358d2afe9824b18fb7302,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.090307,6.817178,10.907485,2.565,6.65,12.635,0.18366630493760194,SSE,0,0,,,,0,1,,0.19,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.15,VAL-279526a20a92322dd80d7a3d,基本合理
603881.SH,数据港,VAL-3851b1f657e32c4f4606b36e,2026-08-26,VAL-24ec54840cf1f8198a7e2074,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.621083,11.108373,21.899365,4.4616,10.384,20.061888,0.059536563022040134,SSE,0,0,,,2026,1,2,0.21158806617081014,0.205,-0.031136284243421186,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,25.13,VAL-3851b1f657e32c4f4606b36e,明显偏贵
603882.SH,金域医学,VAL-0ba11c51c87a8b40fb0ce569,2026-08-26,VAL-9c312bf9ba3eeeac3c2d22c7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.637538,10.608748,19.868669,11.865,28.300222,53.770422,-0.6204107623256756,SSE,0,0,,,,0,10,,0.875818181818,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.42,VAL-0ba11c51c87a8b40fb0ce569,明显偏贵
603887.SH,城地香江,VAL-ad94ee27c81bc835f240bad5,2026-08-26,VAL-69089e79e700de6516f9dae6,2026-08-28,沿用,本周已复核、合理价值不变,5.260617,8.767695,14.028312,5.260617,8.767695,14.028312,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.52,VAL-ad94ee27c81bc835f240bad5,偏贵
603893.SH,瑞芯微,VAL-67b664ddda5ccd35991a003c,2026-08-26,VAL-3b5021efd025a4bd37ce29d7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,95.165675,215.952879,430.466072,84.1776,191.0184,380.763344,0.13053443364002382,SSE,0,0,,,2026,8,19,4.066909208389901,3.683333333333,-0.0943163113318577,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,176.9,VAL-67b664ddda5ccd35991a003c,基本合理
603895.SH,天永智能,VAL-41398b0db5526e117f817b33,2026-08-26,VAL-67a142b95cc2ff142ba9cb27,2026-08-28,沿用,本周已复核、合理价值不变,1.435783,3.284472,6.240497,1.435783,3.284472,6.240497,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.47,VAL-41398b0db5526e117f817b33,明显偏贵
603901.SH,永创智能,VAL-752c3a977dd26f1d70a5e9ff,2026-08-26,VAL-6c31ac0fe8793f2df4ac2302,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,8.117123,19.101834,35.775005,6.4125,15.295,29.0605,0.25389644132212363,SSE,0,0,,,2026,3,4,0.5781426607199104,0.475,-0.17840347673267332,机构EPS变化-17.8%,2026-08-28,9.44,VAL-752c3a977dd26f1d70a5e9ff,基本合理
603915.SH,国茂股份,VAL-ea123f39a881a8410b05b007,2026-08-26,VAL-e44c107b54130b1fc7fb4e04,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.724584,15.824804,29.637596,6.48,15.456,29.3664,0.02796261852662285,SSE,0,0,,,2026,2,2,0.47895894519259846,0.48,0.0021735783783782825,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.43,VAL-ea123f39a881a8410b05b007,基本合理
603918.SH,金桥信息,VAL-7010decaf371c053e0428682,2026-08-26,VAL-ab9126144f0ebdfa9b3fce03,2026-08-28,沿用,本周已复核、合理价值不变,2.41235,4.020583,6.432932,2.41235,4.020583,6.432932,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.47,VAL-7010decaf371c053e0428682,明显偏贵
603929.SH,亚翔集成,VAL-cb52443863dc9a1ca776c174,2026-08-26,VAL-138d6a4e9c3b0192a0db37f8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,178.812148,405.766029,793.272587,174.1376,395.1584,772.534672,0.02684399152637651,SSE,0,0,,,2026,4,9,7.1639482564679415,7.073333333333,-0.012648740595401442,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,164.68,VAL-cb52443863dc9a1ca776c174,偏低
603931.SH,格林达,VAL-163e88a286f542f0e8b59735,2026-08-26,VAL-f0e37084f46d4df85b1bbe1f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.463921,27.493944,54.202347,15.5064,37.275,73.485,-0.2429555676810392,SSE,0,0,,,,0,1,,0.71,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.87,VAL-163e88a286f542f0e8b59735,偏贵
603936.SH,博敏电子,VAL-cc78b732702d03eda6b67647,2026-08-26,VAL-e7000148ac4e67a2749e6193,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.080342,10.133903,16.214245,4.32,11.2,21.28,0.04473228092783499,SSE,0,0,,,,0,1,,0.32,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.13,VAL-cc78b732702d03eda6b67647,明显偏贵
603938.SH,三孚股份,VAL-77fc3fb18a72729f1ce2f8ce,2026-08-26,VAL-7bd9e6a8e48f9fcd9b8d54b6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.378798,20.688526,40.785951,8.5176,20.475,40.365,0.03706890723839873,SSE,0,0,,,,0,2,,0.39,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,46.41,VAL-77fc3fb18a72729f1ce2f8ce,明显偏贵
603969.SH,银龙股份,VAL-00fd560632c9e195d760e46b,2026-08-26,VAL-85043d204772b41be5a1f819,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.810372,21.963179,41.133897,8.4375,20.125,38.2375,0.07741097592997814,SSE,0,0,,,2026,1,4,0.6275194087787399,0.6225,-0.007998810408921808,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.71,VAL-00fd560632c9e195d760e46b,偏低
603970.SH,中农立华,VAL-7d048b651c79e8a18119d9ba,2026-08-26,VAL-94b239a3eb0c9877c1a40f60,2026-08-28,沿用,本周已复核、合理价值不变,4.836307,9.374995,14.546124,4.836307,9.374995,14.546124,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.42,VAL-7d048b651c79e8a18119d9ba,偏贵
603977.SH,国泰集团,VAL-a2fcb082891bc4bcff5be8fd,2026-08-26,VAL-dd2050a95e1e2458e6825252,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.546349,16.646359,32.817107,5.5692,14.042,27.129144,0.23361691278453134,SSE,0,0,,,,0,2,,0.5,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.72,VAL-a2fcb082891bc4bcff5be8fd,基本合理
603978.SH,深圳新星,VAL-d9fe94c481cddbbe8009eedc,2026-08-26,VAL-0de0f4bedde901cce82a9985,2026-08-28,沿用,本周已复核、合理价值不变,7.857295,14.143131,23.571884,7.857295,14.143131,23.571884,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.02,VAL-d9fe94c481cddbbe8009eedc,偏贵
603986.SH,兆易创新,VAL-07db5905eaa1b312a0f6902e,2026-08-26,VAL-19d649e5f4b81d33d945cdbb,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,159.615189,362.203697,666.454803,278.336842,631.610526,1259.010316,-0.42653948530350605,SSE,0,0,,,2026,10,20,20.463485728136472,13.5015,-0.34021504550243953,机构EPS变化-34.0%,2026-08-28,396.82,VAL-07db5905eaa1b312a0f6902e,偏贵
603993.SH,洛阳钼业,VAL-83690ddbbe3eac0b49584fb2,2026-08-26,VAL-1fb2cc8d8ca57ff46ee28c27,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.630421,36.888668,71.268906,14.175,36.225,71.001,0.02220414682539662,SSE,0,0,,,2026,8,20,1.5630791422998953,1.5585,-0.0029295652254418547,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.51,VAL-83690ddbbe3eac0b49584fb2,基本合理
605008.SH,长鸿高科,VAL-5dba44b14b97cf0f8e9de3b9,2026-08-26,VAL-b8055af5f990fdcd0b366625,2026-08-28,沿用,本周已复核、合理价值不变,3.023424,5.442162,9.070271,3.023424,5.442162,9.070271,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.8,VAL-5dba44b14b97cf0f8e9de3b9,明显偏贵
605033.SH,美邦股份,VAL-3eecfff7a482d2bc03cbc88f,2026-08-26,VAL-7a02403e45019e806f152d06,2026-08-28,沿用,本周已复核、合理价值不变,5.547337,11.094675,21.153846,5.547337,11.094675,21.153846,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,20.3,VAL-3eecfff7a482d2bc03cbc88f,偏贵
605111.SH,新洁能,VAL-34b58eb030bf8a3a6b6fcb86,2026-08-26,VAL-3d740b58d8c6a6e4dfe7a837,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.526828,45.279768,90.25767,31.7304,72.0036,143.527176,-0.3656217247961132,SSE,0,0,,,,0,5,,1.356,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,58.91,VAL-34b58eb030bf8a3a6b6fcb86,偏贵
605117.SH,德业股份,VAL-adc40d418f8addb723baf754,2026-08-26,VAL-66c82a90da91a94e985bfee4,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,62.131086,151.835138,299.332129,81.419236,184.759036,358.843106,-0.1961544329208057,SSE,0,0,,,2026,5,25,6.127325994809526,5.296208333333,-0.13564116911366686,机构EPS变化-13.6%,2026-08-28,92.3,VAL-adc40d418f8addb723baf754,基本合理
605123.SH,派克新材,VAL-645599c0d02e697bafe1e443,2026-08-26,VAL-c9b567251a53749bc07b9edd,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,78.17323,177.393099,331.503353,78.16,179.768,340.810167,-0.009156318817654552,SSE,0,0,,,2026,2,5,3.1319403013060265,3.21,0.024923750513833998,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,76.6,VAL-645599c0d02e697bafe1e443,偏低
605133.SH,嵘泰股份,VAL-cf2edb16b9de8a3db844c935,2026-08-26,VAL-3eac1d7183df481500291412,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.400729,17.005352,33.793036,16.89948,38.9046,76.69764,-0.5626470143401701,SSE,0,0,,,,0,5,,0.942,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.85,VAL-cf2edb16b9de8a3db844c935,偏贵
605167.SH,利柏特,VAL-c69f4cd8de001496894b2a9f,2026-08-26,VAL-9a03657e53903fe7e2cbd8c6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.124404,13.509715,26.238868,7.2657,16.48755,32.022486,-0.17341336448696498,SSE,0,0,,,,0,9,,0.497777777778,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.7,VAL-c69f4cd8de001496894b2a9f,偏贵
605168.SH,三人行,VAL-e6cdf7400b410e520e949107,2026-08-26,VAL-0dbbe277115e949b01ceee9c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.942606,34.493188,68.544864,14.976,36.2496,70.867968,-0.03493967859820091,SSE,0,0,,,2026,2,4,1.169260621153174,1.28,0.09470889281947281,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,47.31,VAL-e6cdf7400b410e520e949107,偏贵
605179.SH,一鸣食品,VAL-ddea92761bfaf1eee6ad3f49,2026-08-26,VAL-e1ba5177158cd8c81ef93267,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.891714,4.346769,8.637899,1.773482,4.172898,8.158016,0.0491228276699438,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,32.58,VAL-ddea92761bfaf1eee6ad3f49,明显偏贵
605196.SH,华通线缆,VAL-ed912650f852f37c182693b4,2026-08-26,VAL-bcfeaa945e3197a582fa0c76,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.708879,28.034292,55.267604,18.5328,42.0552,81.680544,-0.327537284610814,SSE,0,0,,,,0,2,,1.32,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,36.32,VAL-ed912650f852f37c182693b4,偏贵
605208.SH,永茂泰,VAL-9b2948765f4ec23408cab350,2026-08-26,VAL-35050cc079ce30f7c1cf5f42,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.336364,12.261867,24.366781,7.671024,17.166613,33.842752,-0.29146919250007564,SSE,0,0,,,,0,1,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.25,VAL-9b2948765f4ec23408cab350,偏贵
605288.SH,凯迪股份,VAL-98d181ccb4a4061b923f7441,2026-08-26,VAL-57af52f4e8ccbb030689e531,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,27.623994,46.03999,73.663983,20.631,50.3125,99.1875,0.038347191779373624,SSE,0,0,,,,0,1,,1.15,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,66.7,VAL-98d181ccb4a4061b923f7441,偏贵
605333.SH,沪光股份,VAL-3f839dd2db1d327a68fa1de3,2026-08-26,VAL-0582bbf5a2d6725a9d4ebbd1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.674665,15.337006,30.477698,23.434125,53.948125,106.354875,-0.7155462525320729,SSE,0,0,,,,0,8,,1.08625,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.03,VAL-3f839dd2db1d327a68fa1de3,偏贵
605358.SH,立昂微,VAL-23528502ef45f54ab8fbc538,2026-08-26,VAL-392440fd4250af2ae88e0a0c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.371825,23.953042,38.324868,6.515625,15.985,30.771125,0.7032801088858642,SSE,0,0,,,2026,1,4,0.5049321023015199,0.38,-0.2474235679056047,机构EPS变化-24.7%,2026-08-28,43.23,VAL-23528502ef45f54ab8fbc538,明显偏贵
605376.SH,博迁新材,VAL-0d87021a4bf34305a066ba7f,2026-08-26,VAL-e86029887717bfc478d515f4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,37.300459,87.778287,164.396193,34.305,81.823778,155.465178,0.0770693376279219,SSE,0,0,,,2026,5,10,2.6567278287461775,2.502,-0.05824000000000018,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,152.24,VAL-0d87021a4bf34305a066ba7f,偏贵
605488.SH,福莱新材,VAL-205efcf8b9c3af6055041591,2026-08-26,VAL-5e2216492015bf17621e4af9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.743853,6.30481,12.528919,6.7275,15.4875,30.5325,-0.5926777852802161,SSE,0,0,,,,0,4,,0.38,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.1,VAL-205efcf8b9c3af6055041591,明显偏贵
605589.SH,圣泉集团,VAL-968344aba33fefd40f39d1a7,2026-08-26,VAL-71ab2c72a59809d1e6f8c53d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.950805,49.303033,92.337537,21.76875,51.9225,98.65275,-0.04664613505674009,SSE,0,0,,,2026,5,12,1.4922225467199106,1.536666666667,0.029783841589033022,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,39.96,VAL-968344aba33fefd40f39d1a7,基本合理
688001.SH,华兴源创,VAL-2ff71aa1c92e5d15138b1739,2026-08-26,VAL-a3afeb28d73fd61a7a44b354,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.53357,7.907605,15.589278,3.99447,9.037262,17.459989,-0.12205261741110074,SSE,0,0,,,,0,1,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,52.33,VAL-2ff71aa1c92e5d15138b1739,明显偏贵
688002.SH,睿创微纳,VAL-ae12c31d7a2f002f4493447c,2026-08-26,VAL-542129c66f34f9e24e424e97,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,157.070069,356.428233,666.075261,91.2,209.76,397.67,0.7062011629452418,SSE,0,0,,,2026,4,8,6.292871353452896,5.3425,-0.15102348356945638,机构EPS变化-15.1%,2026-08-28,161.7,VAL-ae12c31d7a2f002f4493447c,基本合理
688003.SH,天准科技,VAL-d2e8082990e09b1fd3a61754,2026-08-26,VAL-9c230a55747cf8c06ed14397,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.110717,26.263312,52.190454,15.889714,36.58,72.114857,-0.2877028260531399,SSE,0,0,,,2026,3,9,0.8902817767554118,0.91,0.022148294797687873,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,80.99,VAL-d2e8082990e09b1fd3a61754,明显偏贵
688005.SH,容百科技,VAL-4179a1298ea96dc988dd7c8e,2026-08-26,VAL-62613f43007fee1c96dacbc8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.788123,16.313538,26.10166,6.075,15.525,30.429,0.2084102314814813,SSE,0,0,,,2026,3,5,0.5498614733850187,0.54,-0.017934468702289874,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.39,VAL-4179a1298ea96dc988dd7c8e,明显偏贵
688008.SH,澜起科技,VAL-1a12b30829464fd878dae44a,2026-08-26,VAL-7fc1be949090247f30e41f73,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,64.100146,145.458024,289.946328,62.785125,142.473938,283.998049,0.020944785273622646,SSE,0,0,,,2026,10,17,2.7393224860695695,2.697058823529,-0.015428509332324092,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,213.0,VAL-1a12b30829464fd878dae44a,偏贵
688010.SH,福光股份,VAL-d660e33b300069be618927be,2026-08-26,VAL-ae65112f071339f04ea73497,2026-08-28,沿用,本周已复核、合理价值不变,10.67586,19.216548,32.027581,10.67586,19.216548,32.027581,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.57,VAL-d660e33b300069be618927be,偏贵
688011.SH,新光光电,VAL-29ee1aa707bfd8bb1607e439,2026-08-26,VAL-85aae32a27f0a9ed7b27d9e1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.378736,18.681725,31.136208,10.486015,18.874827,31.458046,-0.010230667090541767,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,79.0,VAL-29ee1aa707bfd8bb1607e439,明显偏贵
688012.SH,中微公司,VAL-77499c056f33aba88c18e82a,2026-08-26,VAL-de4316ff439fb9acca8eeaad,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,171.649869,389.513165,761.498237,113.005533,256.435633,511.161696,0.5189510147875616,SSE,0,0,,,2026,10,28,6.876997961752671,4.78825,-0.3037296176863099,机构EPS变化-30.4%,2026-08-28,367.0,VAL-77499c056f33aba88c18e82a,基本合理
688017.SH,绿的谐波,VAL-2c0afb1f0c9cb6a9da2c4415,2026-08-26,VAL-0d2ebe5c423fe6bef4861211,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.788402,43.253121,85.270438,18.82803,43.34435,85.45029,-0.0021047449044092614,SSE,0,0,,,2026,7,13,1.0472910548661873,1.0495,0.002109198893229358,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,292.0,VAL-2c0afb1f0c9cb6a9da2c4415,明显偏贵
688018.SH,乐鑫科技,VAL-9a28175d92bb30c4a97b4329,2026-08-26,VAL-f532e1fa320c44267f013ef7,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,97.299911,220.795952,440.119931,87.48675,198.527625,395.731733,0.11216739718064894,SSE,0,0,,,2026,2,8,4.158115855398321,3.73875,-0.10085477893884898,机构EPS变化-10.1%,2026-08-28,115.88,VAL-9a28175d92bb30c4a97b4329,基本合理
688019.SH,安集科技,VAL-e0a943b3515f15b005c92e23,2026-08-26,VAL-e32d3bbc41b9c4d9156050b4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,135.267137,306.952349,605.134631,140.7627,319.42305,636.716613,-0.039041330593135415,SSE,0,0,,,2026,3,9,6.193550224264063,5.730444444444,-0.07477226518738544,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,243.2,VAL-e0a943b3515f15b005c92e23,基本合理
688023.SH,安恒信息,VAL-ccffa1396930392422e045cf,2026-08-26,VAL-01fe302e6cef02ab08ff4075,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.960433,31.600722,50.561156,14.1726,33.5592,64.3218,0.05927610104793879,SSE,0,0,,,,0,2,,0.79,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,39.46,VAL-ccffa1396930392422e045cf,偏贵
688025.SH,杰普特,VAL-6dfed26bed20652e0f7407fb,2026-08-26,VAL-bb62869b39e6ecfd4b450388,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,92.993068,205.131768,404.402629,107.146,249.373333,481.78928,-0.16379054821130856,SSE,0,0,,,,0,10,,5.269,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,402.5,VAL-6dfed26bed20652e0f7407fb,偏贵
688026.SH,洁特生物,VAL-669df7c4349eb5bb184917e0,2026-08-26,VAL-3f2a2d697e05665cc7d6bef0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.680286,3.843792,7.198874,7.83,20.3,38.57,-0.8036232492001422,SSE,0,0,,,,0,1,,0.58,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.51,VAL-669df7c4349eb5bb184917e0,明显偏贵
688028.SH,沃尔德,VAL-932a96a0e308a3a4f30b1a9b,2026-08-26,VAL-c17fe11877bacb9b191e144d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.822801,27.946525,55.535334,17.043,39.235,77.349,-0.29334151888837556,SSE,0,0,,,2026,2,2,0.947339830008811,0.95,0.0028080419580418514,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,93.3,VAL-932a96a0e308a3a4f30b1a9b,明显偏贵
688031.SH,星环科技,VAL-3ca1d59faf531f2ba126caa7,2026-08-26,VAL-9329787d79c661e38ce8d5fa,2026-08-28,沿用,本周已复核、合理价值不变,5.99213,9.986883,15.979013,5.99213,9.986883,15.979013,0.0,SSE,0,0,,,,0,3,,-1.003333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,100.25,VAL-3ca1d59faf531f2ba126caa7,明显偏贵
688032.SH,禾迈股份,VAL-65ba8b0ab72cd00345a5bf35,2026-08-26,VAL-fafca3f2f7c0239bf62c654f,2026-08-28,沿用,本周已复核、合理价值不变,41.146727,64.00602,100.580889,41.146727,64.00602,100.580889,0.0,SSE,0,0,,,2026,3,7,1.2009006432434892,1.258333333333,0.04782468092813397,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,76.12,VAL-65ba8b0ab72cd00345a5bf35,偏贵
688037.SH,芯源微,VAL-d52ce5ad79be1ab13cb0061f,2026-08-26,VAL-f65c17b8d038231cd52c3841,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.564327,20.940545,33.504872,25.3695,57.56925,114.754705,-0.596028732046239,SSE,0,0,,,,0,12,,1.084166666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,367.74,VAL-d52ce5ad79be1ab13cb0061f,明显偏贵
688038.SH,中科通达,VAL-dafbdc373f965d8132ce4b19,2026-08-26,VAL-dfc3f5d7b9b7e160b843d82b,2026-08-28,沿用,本周已复核、合理价值不变,5.090331,9.162596,15.270993,5.090331,9.162596,15.270993,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.41,VAL-dafbdc373f965d8132ce4b19,明显偏贵
688041.SH,海光信息,VAL-44b20b0174ca088c9e251d3a,2026-08-26,VAL-2fd39ae4b88ddd2f2b38da68,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,45.07167,102.278021,203.874188,38.902634,90.542621,174.928343,0.1383166652188217,SSE,0,0,,,2026,9,27,1.9261397545112984,1.918571428571,-0.003929271446982074,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,245.49,VAL-44b20b0174ca088c9e251d3a,明显偏贵
688045.SH,必易微,VAL-6c24ccaabccb85ddfcc11e43,2026-08-26,VAL-6b45cd49ed0ecab11624f262,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.349503,33.859197,67.492666,21.411,48.5865,96.84909,-0.29699346405228755,SSE,0,0,,,,0,4,,0.9325,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,57.91,VAL-6c24ccaabccb85ddfcc11e43,偏贵
688046.SH,药康生物,VAL-614638f5d9347a82103334c1,2026-08-26,VAL-181b9e46d97747b60aaca235,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.711805,15.865244,31.527413,6.54264,16.4964,31.871045,-0.02005252823034287,SSE,0,0,,,2026,4,10,0.5378048780487805,0.472727272727,-0.12100597814934244,机构EPS变化-12.1%,2026-08-28,32.5,VAL-614638f5d9347a82103334c1,明显偏贵
688047.SH,龙芯中科,VAL-984220a4672c4c97a7561d81,2026-08-26,VAL-bf29f85b4b5ccac73eff48b0,2026-08-28,沿用,本周已复核、合理价值不变,5.383388,8.972313,14.355701,5.383388,8.972313,14.355701,0.0,SSE,0,0,,,,0,3,,-0.46,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,106.2,VAL-984220a4672c4c97a7561d81,明显偏贵
688048.SH,长光华芯,VAL-0e3fdac0e6997e2cc3bc4e48,2026-08-26,VAL-a4910ef8a1b9df390cfc5c8c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.38644,25.644066,41.030506,10.14,23.01,45.8666,0.2377226546003015,SSE,0,0,,,2026,3,3,0.4368052240634092,0.433333333333,-0.007948372728035946,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,292.83,VAL-0e3fdac0e6997e2cc3bc4e48,明显偏贵
688049.SH,炬芯科技,VAL-d1dc14d823760ce76a120618,2026-08-26,VAL-c15879aee2ed3e5a624d167e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.370191,42.023312,78.70366,22.545,53.774,102.1706,-0.20867014766964986,SSE,0,0,,,,0,5,,1.654,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.48,VAL-d1dc14d823760ce76a120618,基本合理
688052.SH,纳芯微,VAL-8de72e2ff6b46a92332fd54e,2026-08-26,VAL-8444d5ba031935537e4fc950,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,42.036665,70.061109,112.097774,11.427,25.9305,51.68813,2.000676544201298,SSE,0,0,,,2026,4,11,0.5903208303319978,0.473636363636,-0.19766279741538884,机构EPS变化-19.8%,2026-08-28,253.44,VAL-8de72e2ff6b46a92332fd54e,明显偏贵
688053.SH,ST思科瑞,VAL-91058e82be8ffa4722aefa58,2026-08-26,VAL-4d917d6945fdd74c2e04865e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.978735,28.761722,47.936204,15.8375,28.507499,47.512499,0.008917758685708765,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,37.44,VAL-91058e82be8ffa4722aefa58,偏贵
688056.SH,莱伯泰科,VAL-ea1a88daefa6c4c07b2a01b8,2026-08-26,VAL-8625de1e21e7a17fd04a4d25,2026-08-28,沿用,本周已复核、合理价值不变,6.367785,14.566829,27.676975,6.367785,14.566829,27.676975,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,42.33,VAL-ea1a88daefa6c4c07b2a01b8,明显偏贵
688058.SH,宝兰德,VAL-5d113e8050e00d7b3ee1def9,2026-08-26,VAL-61a61f6aa4ce24f7edebb946,2026-08-28,沿用,本周已复核、合理价值不变,8.125793,14.626427,24.377379,8.125793,14.626427,24.377379,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.16,VAL-5d113e8050e00d7b3ee1def9,偏贵
688063.SH,派能科技,VAL-78499da70bc6cd288ce7d9b6,2026-08-26,VAL-6ca9375588d80427417d7a9f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,34.154854,56.924757,91.079612,23.67,60.49,118.5604,0.0822197124524715,SSE,0,0,,,2026,1,5,1.332739651481408,1.608,0.20653722444036693,机构EPS变化+20.7%,2026-08-28,44.11,VAL-78499da70bc6cd288ce7d9b6,基本合理
688065.SH,凯赛生物,VAL-195dc5e3dffa09ec73d6d210,2026-08-26,VAL-9a0ac4551990a5a5b782ba73,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.097663,37.88225,70.948042,14.391,34.3252,65.21788,0.10804851363612089,SSE,0,0,,,2026,2,7,1.1465571908535837,1.066666666667,-0.0696786212008379,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,43.16,VAL-195dc5e3dffa09ec73d6d210,偏贵
688070.SH,纵横股份,VAL-608f4e34762c68e38a7f6461,2026-08-26,VAL-1d0c6a2bbc136a3e11bfbd37,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.679836,31.042704,58.011053,13.68,31.464,59.6505,-0.009335902888534364,SSE,0,0,,,2026,2,3,0.5480703356930806,0.57,0.040012500000000006,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.73,VAL-608f4e34762c68e38a7f6461,偏贵
688071.SH,华依科技,VAL-14e0bfa282f8b4458ecd2bbc,2026-08-26,VAL-82f5ec68d09a3ff3a98d4363,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.738233,17.897055,28.635289,4.32,10.304,19.5776,0.958102297592998,SSE,0,0,,,,0,2,,0.32,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.39,VAL-14e0bfa282f8b4458ecd2bbc,明显偏贵
688072.SH,拓荆科技,VAL-edf89bd124b0d140d8e685de,2026-08-26,VAL-60da562e885e5a4e102430fa,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,89.839058,212.359953,422.001698,160.906909,365.134909,727.835585,-0.4255228374258262,SSE,0,0,,,2026,6,12,7.198642460348018,6.8875,-0.04322238006150059,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,669.29,VAL-edf89bd124b0d140d8e685de,明显偏贵
688075.SH,安旭生物,VAL-ac5003ef766ecabc2a31fa91,2026-08-26,VAL-e05024dac7dc726176c68855,2026-08-28,沿用,本周已复核、合理价值不变,40.528665,72.951597,121.585996,40.528665,72.951597,121.585996,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.52,VAL-ac5003ef766ecabc2a31fa91,偏低
688081.SH,兴图新科,VAL-a5be33945dd8519c139b0708,2026-08-26,VAL-98c54cb0265efa781b4bf61b,2026-08-28,沿用,本周已复核、合理价值不变,3.82737,6.889267,11.482111,3.82737,6.889267,11.482111,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.7,VAL-a5be33945dd8519c139b0708,明显偏贵
688082.SH,盛美上海,VAL-2e7f76938a7cdc341f69108d,2026-08-26,VAL-b5687877c446f210f62e3dee,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,96.166985,218.225081,426.630033,88.6704,201.2136,393.372588,0.08454439016986104,SSE,0,0,,,2026,2,4,3.852843945206486,3.5525,-0.07795383085270258,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,296.16,VAL-2e7f76938a7cdc341f69108d,偏贵
688083.SH,中望软件,VAL-20cce7769eed8cbd0091a2d7,2026-08-26,VAL-eb827327d0020bfc496ea228,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.829861,23.049768,36.879629,6.912,16.4864,31.32416,0.5761602930114882,SSE,0,0,,,2026,6,11,0.5246210988954038,0.538333333333,0.026137405579889084,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,51.89,VAL-20cce7769eed8cbd0091a2d7,明显偏贵
688084.SH,晶品特装,VAL-25a3ac3f0ac2e028274dff78,2026-08-26,VAL-6b0cade786322a0337989a11,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.067486,30.112477,48.179963,10.32,25.8,48.9125,0.333886018826135,SSE,0,0,,,,0,1,,0.43,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,42.77,VAL-25a3ac3f0ac2e028274dff78,偏贵
688097.SH,博众精工,VAL-258e7eb132655f6aa0b4df9a,2026-08-26,VAL-f0ce269f904599bf8147f93f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.496146,34.678077,68.365352,35.7942,83.308,160.951056,-0.5787296708205223,SSE,0,0,,,,0,17,,1.779705882353,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,47.71,VAL-258e7eb132655f6aa0b4df9a,偏贵
688099.SH,晶晨股份,VAL-28de3ec3b61806453c993ae1,2026-08-26,VAL-9c8d52cdfac0d91dad011a2c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,86.118142,195.421937,389.541062,79.155818,179.622818,358.048151,0.08795719519906586,SSE,0,0,,,2026,4,13,3.680262471950672,3.417692307692,-0.07134549947452529,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,89.7,VAL-28de3ec3b61806453c993ae1,基本合理
688102.SH,斯瑞新材,VAL-3bb938024fcba27628c51cc7,2026-08-26,VAL-ab52a9d53c838e1ab3d39260,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.505402,12.144269,22.694604,6.33,14.559,27.601438,-0.15507343577959698,SSE,0,0,,,,0,8,,0.26375,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,32.17,VAL-3bb938024fcba27628c51cc7,明显偏贵
688106.SH,金宏气体,VAL-c0f4e99341a430b361a2e24d,2026-08-26,VAL-13952c191df3c040a44284dc,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.366661,7.426457,14.64073,9.3912,21.3108,42.01272,-0.6484555403556771,SSE,0,0,,,,0,10,,0.4,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.78,VAL-c0f4e99341a430b361a2e24d,明显偏贵
688107.SH,安路科技,VAL-e88c6df74a34f0a851e2fe86,2026-08-26,VAL-760fd0014f5b82ddb9949c40,2026-08-28,沿用,本周已复核、合理价值不变,2.252132,4.053837,6.756395,2.252132,4.053837,6.756395,0.0,SSE,0,0,,,,0,1,,-0.45,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.04,VAL-e88c6df74a34f0a851e2fe86,明显偏贵
688110.SH,东芯股份,VAL-741ac1e6a27fd17240efc394,2026-08-26,VAL-21a51bc0cc1a50362724208d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.720649,42.825013,80.205132,18.63,44.436,84.4284,-0.02410709415532941,SSE,0,0,,,,0,2,,1.38,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,115.01,VAL-741ac1e6a27fd17240efc394,明显偏贵
688111.SH,金山办公,VAL-f88d21f3fe4ae4e5dd169d5a,2026-08-26,VAL-5d54679ecc6d437fa90fc238,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,182.983161,385.786956,760.551427,150.099856,317.858519,609.228828,0.21542886586867915,SSE,0,0,,,2026,8,31,7.7842404334032,6.016774193548,-0.2270569948316049,机构EPS变化-22.7%,2026-08-28,241.3,VAL-f88d21f3fe4ae4e5dd169d5a,基本合理
688112.SH,鼎阳科技,VAL-35b8629ab9dd38c989b25698,2026-08-26,VAL-0d13f73f8694aaf882f4de67,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.248418,36.043937,71.626512,24.7416,57.584,111.252288,-0.37695741057459653,SSE,0,0,,,2026,5,9,1.2218283736782003,1.218888888889,-0.0024058082563194194,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,69.55,VAL-35b8629ab9dd38c989b25698,偏贵
688115.SH,思林杰,VAL-34728d8901e577d172ca8ed0,2026-08-26,VAL-1b195bc0f6af60d82bccee41,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.082909,2.423391,4.777542,1.412491,3.115788,6.210804,-0.22568816983229156,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,64.45,VAL-34728d8901e577d172ca8ed0,明显偏贵
688120.SH,华海清科,VAL-51b14994fe5aaf6f1c9465ac,2026-08-26,VAL-e29ad31bb11c4e0065ba8ea0,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,98.52669,223.579796,437.098501,83.091273,188.553273,375.849524,0.1857645984175218,SSE,0,0,,,2026,3,11,3.9473834038163242,3.448181818182,-0.1264639216833351,机构EPS变化-12.6%,2026-08-28,260.52,VAL-51b14994fe5aaf6f1c9465ac,偏贵
688122.SH,西部超导,VAL-4982d8a1c06eaa09bcaf752a,2026-08-26,VAL-6c65f78f7a9aa1264554fd56,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,24.630001,54.330884,101.53084,35.0,80.5,152.614583,-0.31635597402597415,SSE,0,0,,,,0,6,,1.381666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,49.91,VAL-4982d8a1c06eaa09bcaf752a,基本合理
688126.SH,沪硅产业,VAL-51c9e9103d18407a8ad9e552,2026-08-26,VAL-3e764ecee3a3373f31ec49e2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.040086,10.560129,14.666846,6.112506,9.168759,12.734388,0.1517511802851399,SSE,0,0,,,,0,4,,-0.1675,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.51,VAL-51c9e9103d18407a8ad9e552,明显偏贵
688135.SH,利扬芯片,VAL-18511f8b956ff773514f7bd0,2026-08-26,VAL-c76fd5d6f28799568b7ff353,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.012848,11.68808,18.700928,1.215,3.15,5.985,3.284290492554409,SSE,0,0,,,2026,1,1,0.044236210294087586,0.037,-0.16358115322222222,机构EPS变化-16.4%,2026-08-28,26.78,VAL-18511f8b956ff773514f7bd0,明显偏贵
688137.SH,近岸蛋白,VAL-00bae04678a8c07ad247af45,2026-08-26,VAL-786d6dd3bc4ce6a0659e79d2,2026-08-28,沿用,本周已复核、合理价值不变,25.919793,43.199655,69.119448,25.919793,43.199655,69.119448,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,73.32,VAL-00bae04678a8c07ad247af45,明显偏贵
688138.SH,清溢光电,VAL-6407c39c83153c13329d5bfd,2026-08-26,VAL-82b4c0585fc7236c45c0b4f3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.661161,36.75256,71.851255,19.188,43.542,86.79372,-0.14851393272756264,SSE,0,0,,,,0,2,,0.82,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,37.84,VAL-6407c39c83153c13329d5bfd,偏贵
688141.SH,杰华特,VAL-1d26db9065f0d9d09597e0b3,2026-08-26,VAL-f71d1ce0b3512251fab25999,2026-08-28,沿用,本周已复核、合理价值不变,2.494635,4.157725,6.65236,2.494635,4.157725,6.65236,0.0,SSE,0,0,,,,0,3,,-0.836666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,119.58,VAL-1d26db9065f0d9d09597e0b3,明显偏贵
688143.SH,长盈通,VAL-f7277833b50b3ad7564ebd4b,2026-08-26,VAL-250b94fe6c8b2175228d4578,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.541725,15.902875,25.4446,12.535714,26.91,51.6672,-0.3549463954436216,SSE,0,0,,,2026,1,7,0.6212106055994278,0.668571428571,0.0762395595707388,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,162.51,VAL-f7277833b50b3ad7564ebd4b,明显偏贵
688146.SH,中船特气,VAL-129c01aec59ed7e4ecc65da2,2026-08-26,VAL-d0b7b01f4d1b0fea0372ee71,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,26.048533,65.225694,129.6165,9.9216,25.016,48.330912,1.612492758518044,SSE,0,0,,,2026,1,3,2.0872222210626545,1.06,-0.4921479901357466,机构EPS变化-49.2%,2026-08-28,249.1,VAL-129c01aec59ed7e4ecc65da2,明显偏贵
688147.SH,微导纳米,VAL-5c0a3bae3d2a7fddec971100,2026-08-26,VAL-bc29e2e69328af1173d5f64d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,19.187206,43.540199,85.12109,18.05544,40.97196,81.670774,0.06268283881722736,SSE,0,0,,,2026,8,11,0.7687182075795168,0.774181818182,0.007107429677887689,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,120.02,VAL-5c0a3bae3d2a7fddec971100,明显偏贵
688150.SH,莱特光电,VAL-e2316d7162621b5ce793774a,2026-08-26,VAL-6fbe150b9085e30024032e62,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.746056,40.269897,79.389225,18.0362,40.9283,80.68722,-0.016086747110549693,SSE,0,0,,,2026,7,12,0.8125483607600915,0.825833333333,0.016349762321200334,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.24,VAL-e2316d7162621b5ce793774a,基本合理
688151.SH,华强科技,VAL-d7356bbf4c04c78cce0d998a,2026-08-26,VAL-2a1f9bfc741b5c6410ca4900,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.243489,22.038281,36.730468,12.29027,22.122486,36.87081,-0.0038063211211563086,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.03,VAL-d7356bbf4c04c78cce0d998a,基本合理
688152.SH,麒麟信安,VAL-de020e2e8a3772f5372b3ae5,2026-08-26,VAL-0b47e75be9b50796de3e6d42,2026-08-28,沿用,本周已复核、合理价值不变,10.595806,17.659676,28.255482,10.595806,17.659676,28.255482,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,38.04,VAL-de020e2e8a3772f5372b3ae5,明显偏贵
688153.SH,唯捷创芯,VAL-713716b67a726e3cabe97cfd,2026-08-26,VAL-bc2c7d693174944d2367ca58,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.066184,15.110307,24.176491,3.7125,8.855,16.8245,0.9237311318878056,SSE,0,0,,,,0,3,,0.165,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.0,VAL-713716b67a726e3cabe97cfd,明显偏贵
688157.SH,松井股份,VAL-958479d34a8283e683d446c6,2026-08-26,VAL-6433da4029d7cbd4f9e0b2e2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.749608,12.916014,20.665623,4.05,9.66,18.354,0.5073393143690734,SSE,0,0,,,2026,1,2,0.31323698589819876,0.3,-0.0422586938775511,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,19.5,VAL-958479d34a8283e683d446c6,偏贵
688158.SH,优刻得,VAL-fa2f0c85ce6e424232b453e7,2026-08-26,VAL-235d621e192893beddcc78df,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.85476,8.091267,12.946028,4.1574,9.676,18.694032,-0.06414713664030536,SSE,0,0,,,,0,2,,0.205,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.95,VAL-fa2f0c85ce6e424232b453e7,明显偏贵
688159.SH,有方科技,VAL-46fd4bf5639ff502658e4597,2026-08-26,VAL-c41164063a89d7030708186b,2026-08-28,沿用,本周已复核、合理价值不变,5.877954,13.4463,25.54797,5.877954,13.4463,25.54797,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,32.94,VAL-46fd4bf5639ff502658e4597,明显偏贵
688160.SH,步科股份,VAL-ea22eccc64a6d6fdbf358980,2026-08-26,VAL-c8a10a014b408acb2d4f6f44,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.737266,37.028862,70.262265,20.5625,50.446667,97.109833,-0.2569110407956201,SSE,0,0,,,,0,3,,1.113333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,98.3,VAL-ea22eccc64a6d6fdbf358980,明显偏贵
688165.SH,埃夫特,VAL-37e410e3a93877910f7eda2e,2026-08-26,VAL-ed1244f242de283fbe0b7974,2026-08-28,沿用,本周已复核、合理价值不变,2.779783,4.632971,6.949457,2.779783,4.632971,6.949457,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.96,VAL-37e410e3a93877910f7eda2e,明显偏贵
688166.SH,博瑞医药,VAL-158e6754dcbc29c3f3416005,2026-08-26,VAL-862ee50c2c7372015c45585e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.25254,2.960311,5.900886,4.62,12.375,25.025,-0.7521123271550456,SSE,0,0,,,,0,1,,0.22,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.71,VAL-158e6754dcbc29c3f3416005,明显偏贵
688167.SH,炬光科技,VAL-0cf1e2d3769ae760c8a3df89,2026-08-26,VAL-d117227183705982da76b390,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.772812,37.954687,60.727499,17.884286,40.583571,80.896586,0.03864759401050044,SSE,0,0,,,2026,4,8,0.7066585396112269,0.642857142857,-0.09028603374598387,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,295.0,VAL-0cf1e2d3769ae760c8a3df89,明显偏贵
688170.SH,德龙激光,VAL-0e893219cb7e2984e6968d30,2026-08-26,VAL-dca5609e282a1d124c1a59b4,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,10.727864,17.879774,28.607638,25.857,58.6755,116.95983,-0.661578233223908,SSE,0,0,,,2026,1,2,0.8610681114551083,1.105,0.2832898876404495,机构EPS变化+28.3%,2026-08-28,53.7,VAL-0e893219cb7e2984e6968d30,明显偏贵
688172.SH,燕东微,VAL-e5caeac9ee4ba2dbe5c98844,2026-08-26,VAL-b474160c101dc3add68630b5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.686434,22.835581,38.059302,12.72609,22.906962,38.17827,-0.0031161237606027736,SSE,0,0,,,,0,1,,-0.92,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,53.75,VAL-e5caeac9ee4ba2dbe5c98844,明显偏贵
688173.SH,希荻微,VAL-5eb4a0e96598b4f229b73c3d,2026-08-26,VAL-850a416950d1c5a2c66bbd6f,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,3.108775,5.181292,8.290067,0.702,1.593,3.17538,2.61222962962963,SSE,0,0,,,2026,1,2,0.026652636718697945,0.03,0.12559219999999982,机构EPS变化+12.6%,2026-08-28,14.46,VAL-5eb4a0e96598b4f229b73c3d,明显偏贵
688175.SH,高凌信息,VAL-4fca15850ac8f4341ff0e574,2026-08-26,VAL-c18c5f7504984348629bbfbd,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.211011,23.77982,39.633033,13.386038,24.094869,40.158114,-0.01307535060450915,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.67,VAL-4fca15850ac8f4341ff0e574,基本合理
688180.SH,君实生物,VAL-0f9b7f6e72cec20cd49be84e,2026-08-26,VAL-7fb8a2a0fa2bce34ee90dc20,2026-08-28,沿用,本周已复核、合理价值不变,5.742764,10.336975,17.228292,5.742764,10.336975,17.228292,0.0,SSE,0,0,,,,0,9,,-0.426,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.56,VAL-0f9b7f6e72cec20cd49be84e,明显偏贵
688182.SH,灿勤科技,VAL-58815c46f6cfbd8c52817c63,2026-08-26,VAL-c84771ac06a2ed2ab1a926f7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.606014,11.541793,21.843668,11.25,26.25,50.4,-0.5427251466666667,SSE,0,0,,,,0,1,,0.6,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.33,VAL-58815c46f6cfbd8c52817c63,明显偏贵
688183.SH,生益电子,VAL-fbe3d0282d6c43f2e11c2dae,2026-08-26,VAL-911a372c6fde63d36ff25c4b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,49.673802,116.896183,218.929851,43.335,103.362,196.3878,0.13546960742210135,SSE,0,0,,,2026,2,3,3.5380200558130777,3.393333333333,-0.04089482823658752,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,131.2,VAL-fbe3d0282d6c43f2e11c2dae,偏贵
688185.SH,康希诺,VAL-a35caf4765043238f41672e7,2026-08-26,VAL-9005b9bd44c8f1739d29739d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.945324,29.908874,47.854198,2.1762,5.487,10.600884,5.2446755924418,SSE,0,0,,,,0,2,,0.155,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,82.87,VAL-a35caf4765043238f41672e7,明显偏贵
688186.SH,广大特材,VAL-1c0c901a51bc071c58173868,2026-08-26,VAL-874e27e72f8a126471501dda,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.755141,24.591902,39.347043,28.68,65.964,125.05675,-0.584262679092177,SSE,0,0,,,,0,2,,1.195,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.09,VAL-1c0c901a51bc071c58173868,偏低
688187.SH,时代电气,VAL-356a73e1e8b14effbbd0a1fd,2026-08-26,VAL-b02c5c3e118e4283bf59a069,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,39.830909,94.151588,187.098037,78.47775,178.084125,354.981022,-0.47777705865300524,SSE,0,0,,,2026,3,9,3.1915792689185016,3.316666666667,0.03919294719284405,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,47.66,VAL-356a73e1e8b14effbbd0a1fd,基本合理
688188.SH,柏楚电子,VAL-af6f2397828daa3d51f7744e,2026-08-26,VAL-900a9270e176f19fb046928c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,66.326897,156.085517,292.325876,64.6425,154.184333,292.950233,0.016385472251476463,SSE,0,0,,,2026,3,12,4.724137931153912,3.989166666667,-0.15557785890205555,机构EPS变化-15.6%,2026-08-28,99.01,VAL-af6f2397828daa3d51f7744e,基本合理
688190.SH,云路股份,VAL-fec6aedfc3a289cf7ea4aecb,2026-08-26,VAL-86a646ef39ee7d64271d7b16,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,59.396143,131.020904,244.845314,73.44,168.912,320.229,-0.21429554119627647,SSE,0,0,,,,0,2,,3.06,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,73.31,VAL-fec6aedfc3a289cf7ea4aecb,基本合理
688191.SH,智洋创新,VAL-d46eaadfcf9c3b9c31aaeee9,2026-08-26,VAL-990822cce2b7dbba4ed7f8e0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.602738,12.358981,24.364849,4.602249,10.593413,20.304041,0.1820293844387959,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,20.35,VAL-d46eaadfcf9c3b9c31aaeee9,偏贵
688192.SH,迪哲医药,VAL-34665116dbe6e0c33440a94f,2026-08-26,VAL-5da372e7faa70a79b87b1bec,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.188841,3.648068,5.836909,1.575,3.88125,7.84875,0.06976568155784668,SSE,0,0,,,2026,5,10,7.102374499848097,4.59,-0.35373726067272726,机构EPS变化-35.4%,2026-08-28,58.67,VAL-34665116dbe6e0c33440a94f,明显偏贵
688195.SH,腾景科技,VAL-1409bb5f72161b7cd9e1c2c2,2026-08-26,VAL-143e881c335b3197d75bbc91,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.544724,36.258214,67.906455,13.77,32.844,62.4036,0.08986437550950366,SSE,0,0,,,2026,1,3,1.035948975647468,1.035,-0.0009160447761193957,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,182.03,VAL-1409bb5f72161b7cd9e1c2c2,明显偏贵
688199.SH,久日新材,VAL-cd59f733af6f3255ec100a19,2026-08-26,VAL-02d5a9cdfe708f52a69b4db1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.808081,15.574042,29.167955,3.594134,8.221876,15.621564,0.894220045514518,SSE,0,0,,,,0,1,,0.495,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.05,VAL-cd59f733af6f3255ec100a19,偏贵
688200.SH,华峰测控,VAL-128fee70d575cb07dac9208d,2026-08-26,VAL-f122a95b536628496d131972,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,67.311023,159.108588,316.180585,120.978347,274.527787,536.701823,-0.42751934411211934,SSE,0,0,,,2026,7,9,5.393511443411754,4.846888888889,-0.10134817739016033,机构EPS变化-10.1%,2026-08-28,389.03,VAL-128fee70d575cb07dac9208d,明显偏贵
688201.SH,ST信安,VAL-8487f42878e47117004c7de8,2026-08-26,VAL-fd34763ef831ed88bfa5c10d,2026-08-28,沿用,本周已复核、合理价值不变,1.335684,3.055487,5.805424,1.335684,3.055487,5.805424,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.43,VAL-8487f42878e47117004c7de8,明显偏贵
688202.SH,美迪西,VAL-e5a83b8d92a21dcfe66176e6,2026-08-26,VAL-ed48a667335d19b705e00fe6,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.415899,22.359832,35.775731,9.52,23.46,47.441333,0.08477049727107322,SSE,0,0,,,2026,1,4,1.35464861516505,0.4775,-0.6475100667032967,机构EPS变化-64.8%,2026-08-28,97.75,VAL-e5a83b8d92a21dcfe66176e6,明显偏贵
688206.SH,概伦电子,VAL-6c29c6e3dc4be8ad2609fb4a,2026-08-26,VAL-f69a590df58ec9a6d153e751,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.118151,6.863586,10.981737,2.7456,6.2304,12.180432,0.223455548128342,SSE,0,0,,,,0,2,,0.11,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,44.52,VAL-6c29c6e3dc4be8ad2609fb4a,明显偏贵
688209.SH,英集芯,VAL-fd7ccf6f8cda46074450c0f4,2026-08-26,VAL-82b6c2cad2af6abd01c2e6ba,2026-08-28,沿用,本周已复核、合理价值不变,11.500971,25.369789,50.570447,11.500971,25.369789,50.570447,0.0,SSE,0,0,,,,0,1,,0.59,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.54,VAL-fd7ccf6f8cda46074450c0f4,偏贵
688210.SH,统联精密,VAL-7afb4f933a14400ff6f4b703,2026-08-26,VAL-90094b3df2bfcbd88a5c38a3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.268551,12.114252,19.382803,12.168,30.0,57.96,-0.540343317207361,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.2,VAL-7afb4f933a14400ff6f4b703,明显偏贵
688213.SH,思特威,VAL-166c9f2c1f0ef1c9784d7ee0,2026-08-26,VAL-787fb283bfa891a4d8f5a9f2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,50.812567,119.576013,223.948789,46.90125,111.868167,212.549517,0.07318262685312993,SSE,0,0,,,2026,2,13,3.6191287109196706,3.4975,-0.03360718024553566,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,97.97,VAL-166c9f2c1f0ef1c9784d7ee0,基本合理
688216.SH,气派科技,VAL-992a5cea00a23ea1a4587b9b,2026-08-26,VAL-b86b4f8c95a36a9a892c5ae7,2026-08-28,沿用,本周已复核、合理价值不变,5.75472,9.5912,15.345919,5.75472,9.5912,15.345919,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,30.39,VAL-992a5cea00a23ea1a4587b9b,明显偏贵
688220.SH,翱捷科技,VAL-b3afcf3a38ae675010797cab,2026-08-26,VAL-755bff6a0e465e70f6614e1d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.705376,19.508959,31.214335,0.835714,1.896429,3.780214,10.424854043144887,SSE,0,0,,,2026,2,9,0.2832889030747434,0.045,-0.8411515611392405,机构EPS变化-84.1%,2026-08-28,98.46,VAL-b3afcf3a38ae675010797cab,明显偏贵
688222.SH,成都先导,VAL-bd49340f9e79de8e96dce697,2026-08-26,VAL-17f6bef7ebd2c84294c28dac,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.577482,10.307477,20.483019,5.149668,12.1068,23.390338,-0.13742725336378214,SSE,0,0,,,2026,3,5,0.3494060097833683,0.348,-0.0040240000000000276,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,32.86,VAL-bd49340f9e79de8e96dce697,明显偏贵
688223.SH,晶科能源,VAL-54681e19d8437dd6753ebc47,2026-08-26,VAL-a603bdd9ae908534234ac490,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.320252,3.609281,5.671727,2.260558,3.516424,5.525809,0.026406694706682554,SSE,0,0,,,2026,6,12,0.04967414952787896,-0.050454545455,-2.0157103027336793,机构EPS变化-201.6%,2026-08-28,4.2,VAL-54681e19d8437dd6753ebc47,偏贵
688225.SH,亚信安全,VAL-bdc49aa4dcf059e0385f88bf,2026-08-26,VAL-619e7d31cc8c4626a9d88e58,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.279557,5.465929,8.745486,3.0498,7.65,14.6625,-0.18264958223518202,SSE,0,0,,,,0,1,,0.17,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.68,VAL-bdc49aa4dcf059e0385f88bf,明显偏贵
688231.SH,隆达股份,VAL-86619742b3c01001ad7254cb,2026-08-26,VAL-0b97edcb392ebe5d710157f3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.889734,28.433237,53.134611,14.82,34.086,64.621375,-0.1550531427636691,SSE,0,0,,,,0,4,,0.58,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.63,VAL-86619742b3c01001ad7254cb,偏贵
688233.SH,神工股份,VAL-819282530591160c4f3801c2,2026-08-26,VAL-9381ba882abc6ce7b8677575,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,31.395889,75.994152,148.568567,32.877,74.6055,148.71363,-0.00086022375735606,SSE,0,0,,,2026,2,6,1.341704662255181,1.405,0.047175313260393814,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,104.0,VAL-819282530591160c4f3801c2,偏贵
688234.SH,天岳先进,VAL-7af052ec3ed7203d9d73382a,2026-08-26,VAL-a5f7ac6f774500dbf1a26ec0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.202582,22.004303,35.206885,3.2058,7.2747,14.500902,2.35927532083393,SSE,0,0,,,2026,1,10,0.14031654554267325,0.146363636364,0.04309606395981058,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,105.86,VAL-7af052ec3ed7203d9d73382a,明显偏贵
688235.SH,百济神州,VAL-3ef865a4ee1870afefa5d390,2026-08-26,VAL-772b1c347eb951b0ca854b64,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,39.448611,93.247919,185.302265,45.323335,114.276786,220.78275,-0.1685687381151798,SSE,0,0,,,2026,10,13,3.1609464169286285,3.228052785714,0.021229834338848397,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,271.7,VAL-3ef865a4ee1870afefa5d390,明显偏贵
688237.SH,超卓航科,VAL-e4b082a6e027357d53e6a505,2026-08-26,VAL-50e1c5219b735bd1fae91fec,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.088181,13.659382,25.851355,1.312175,2.701537,5.186951,3.9200249046269384,SSE,0,0,,,2026,1,0,0.3122144352968588,,,当前机构EPS缺失,2026-08-28,55.66,VAL-e4b082a6e027357d53e6a505,明显偏贵
688239.SH,航宇科技,VAL-5889b3d162ee2d13f1903be1,2026-08-26,VAL-2a192ad325b29b8651c689bb,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,29.306766,62.070227,117.472339,29.625,63.595,122.1024,-0.01977051062003865,SSE,0,0,,,2026,2,11,1.5029110758046786,1.589090909091,0.05734193770591478,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,48.6,VAL-5889b3d162ee2d13f1903be1,基本合理
688248.SH,南网科技,VAL-27dde9df2851d7b29b9413d9,2026-08-26,VAL-ca76747955217744d3b1fd83,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,23.437294,56.339649,111.069594,13.8216,31.3644,60.916635,0.7655234585933697,SSE,0,0,,,2026,1,9,1.0731361785018594,0.984444444444,-0.08264723139021979,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.59,VAL-27dde9df2851d7b29b9413d9,基本合理
688249.SH,晶合集成,VAL-000ec58cdeb004e05eee2b75,2026-08-26,VAL-674f1c80e9cb54115b97af1c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.636402,3.850359,7.527451,10.998,26.6208,52.043664,-0.8541484311035972,SSE,0,0,,,,0,7,,0.441428571429,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,39.1,VAL-000ec58cdeb004e05eee2b75,明显偏贵
688256.SH,寒武纪,VAL-bf918149704a8b0f397ead5f,2026-08-26,VAL-546746772d22402baf10aab3,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,283.303299,642.880564,1267.393112,202.36905,470.997,909.966204,0.37545375654148283,SSE,0,0,,,2026,10,16,12.971762796400926,9.97875,-0.23073292684872027,机构EPS变化-23.1%,2026-08-28,1046.63,VAL-bf918149704a8b0f397ead5f,偏贵
688258.SH,卓易信息,VAL-1d6f9d6107bb18c53e6df19d,2026-08-26,VAL-0d8fd6f7e2f21a807cf6b9a2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,34.253949,77.730115,153.239369,26.1027,61.8084,118.4661,0.27383304269881714,SSE,0,0,,,2026,3,7,1.5684042552392359,1.507142857143,-0.03905969898487138,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,95.24,VAL-1d6f9d6107bb18c53e6df19d,偏贵
688261.SH,东微半导,VAL-d871e4409ad67397ae134f8b,2026-08-26,VAL-8d7b6ca1c6c076b8ef84724c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.202288,37.003813,59.206101,25.272,57.348,114.31368,-0.2833926289034132,SSE,0,0,,,,0,3,,1.08,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,72.38,VAL-d871e4409ad67397ae134f8b,明显偏贵
688262.SH,国芯科技,VAL-3f5a89d6a0dc251e984fbd7f,2026-08-26,VAL-d2848b761657b0a4d1e307b0,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.162232,8.603721,13.765953,0.135,0.322,0.6118,29.12243544857768,SSE,0,0,,,2026,2,2,0.00744047811702856,0.01,0.34399965200000016,机构EPS变化+34.4%,2026-08-28,28.09,VAL-3f5a89d6a0dc251e984fbd7f,明显偏贵
688268.SH,华特气体,VAL-4a724f045c61135275c03f23,2026-08-26,VAL-d4d050558df7f3a305919647,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,24.157659,56.841551,107.856842,37.46875,91.923333,176.952417,-0.37400180813226425,SSE,0,0,,,,0,8,,1.9425,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,144.2,VAL-4a724f045c61135275c03f23,明显偏贵
688269.SH,凯立新材,VAL-8ec4a30d73fc48ed36e3c367,2026-08-26,VAL-86878265387d600f0123b8bf,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.128167,55.162811,103.312064,21.5325,51.359,97.5821,0.060356529910894796,SSE,0,0,,,2026,1,2,1.5760803035867303,1.595,0.012004271844660241,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.3,VAL-8ec4a30d73fc48ed36e3c367,基本合理
688270.SH,ST臻镭,VAL-e57de9ce3afd0aac74023aa1,2026-08-26,VAL-b0d7f4b60c37e796a823c505,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.021231,37.546834,71.18254,12.16442,26.833279,50.871424,0.3992637104050678,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,59.67,VAL-e57de9ce3afd0aac74023aa1,偏贵
688272.SH,富吉瑞,VAL-86625d93a682ff89b6a9c434,2026-08-26,VAL-8338c301c49629bbdb5dd476,2026-08-28,沿用,本周已复核、合理价值不变,5.244166,9.439499,15.732499,5.244166,9.439499,15.732499,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.78,VAL-86625d93a682ff89b6a9c434,明显偏贵
688276.SH,百克生物,VAL-8e45e3b0134511ea1afc5480,2026-08-26,VAL-e020de96e2a4adad5226934b,2026-08-28,沿用,本周已复核、合理价值不变,8.255459,13.759098,22.014557,8.255459,13.759098,22.014557,0.0,SSE,0,0,,,,0,1,,-0.105,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,16.77,VAL-8e45e3b0134511ea1afc5480,偏贵
688278.SH,特宝生物,VAL-74e27b739463278fae6a5877,2026-08-26,VAL-e03fd58e548b59120d4ef7a1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,65.239166,153.762414,306.499746,65.73,161.9775,327.5545,-0.038232908446142466,SSE,0,0,,,2026,3,14,2.8957140198713596,3.090076923077,0.06712089034754709,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,58.4,VAL-74e27b739463278fae6a5877,偏低
688280.SH,精进电动,VAL-0bf88c9880fdb72d82f393d7,2026-08-26,VAL-bddfcdd2424c020cab3a901c,2026-08-28,沿用,本周已复核、合理价值不变,0.983349,1.638915,2.622263,0.983349,1.638915,2.622263,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,5.27,VAL-0bf88c9880fdb72d82f393d7,明显偏贵
688281.SH,华秦科技,VAL-f7c2f2ad5de30308e0a62ad8,2026-08-26,VAL-8f58b7291cd70c165a3f2830,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,44.137984,100.159271,187.172637,45.39,104.397,197.919312,-0.036650343487752646,SSE,0,0,,,2026,5,10,1.7683487044231738,1.594,-0.09859407479253102,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,49.97,VAL-f7c2f2ad5de30308e0a62ad8,基本合理
688282.SH,理工导航,VAL-c6c4a633bb43c23ef5581dfc,2026-08-26,VAL-078619336db184646b504486,2026-08-28,沿用,本周已复核、合理价值不变,14.320041,25.776074,42.960124,14.320041,25.776074,42.960124,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,54.81,VAL-c6c4a633bb43c23ef5581dfc,明显偏贵
688283.SH,坤恒顺维,VAL-c43cb6855cfcd62e217abbea,2026-08-26,VAL-90bf25f227e837f72ea725b1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.916256,17.241379,32.29064,6.6825,15.939,30.2841,0.06790597440488022,SSE,0,0,,,2026,1,2,0.49261083743842365,0.495,0.004850000000000021,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.7,VAL-c43cb6855cfcd62e217abbea,偏贵
688285.SH,高铁电气,VAL-3417e7e115457b1beaec0f5d,2026-08-26,VAL-8c14a15de13845b499e37a6a,2026-08-28,沿用,本周已复核、合理价值不变,2.099936,4.803775,9.127172,2.099936,4.803775,9.127172,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.6,VAL-3417e7e115457b1beaec0f5d,偏贵
688286.SH,敏芯股份,VAL-07b8c52a81b3aa45417b58b8,2026-08-26,VAL-c411591876b74a7e698425cd,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.63301,27.721683,44.354692,17.082,38.763,77.26758,-0.2057535500044767,SSE,0,0,,,,0,3,,0.73,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,47.75,VAL-07b8c52a81b3aa45417b58b8,明显偏贵
688290.SH,景业智能,VAL-5017f9b979bc6a04710e9f9a,2026-08-26,VAL-ce9d1e8ceba7cb197661b0c4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.380825,22.285485,37.142476,13.114618,23.606312,39.343853,-0.05595228661147722,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,65.28,VAL-5017f9b979bc6a04710e9f9a,明显偏贵
688293.SH,奥浦迈,VAL-e551738412982e9c6ff179fc,2026-08-26,VAL-e1b023bca9fbadc8366ba653,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,17.383183,40.907433,76.613778,13.7025,32.683,62.0977,0.25665598085608643,SSE,0,0,,,2026,5,7,1.2381184272733774,1.015,-0.18020766217391315,机构EPS变化-18.0%,2026-08-28,55.1,VAL-e551738412982e9c6ff179fc,偏贵
688295.SH,中复神鹰,VAL-f19461c2ffb0f1e8dbd8e0a2,2026-08-26,VAL-d6ca41a02ab75675ba36aaa8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.648758,6.059249,11.348109,3.375,8.05,15.295,-0.23781120350109408,SSE,0,0,,,,0,6,,0.251666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,38.98,VAL-f19461c2ffb0f1e8dbd8e0a2,明显偏贵
688297.SH,中无人机,VAL-2ea40b4bcd4ccd37c001978a,2026-08-26,VAL-902d379d5c3fe28f067e5bcc,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.3232,14.3488,26.81432,5.1,11.73,22.238125,0.22828282828282842,SSE,0,0,,,2026,2,4,0.25333333333333335,0.2125,-0.16118421052631593,机构EPS变化-16.1%,2026-08-28,39.2,VAL-2ea40b4bcd4ccd37c001978a,明显偏贵
688300.SH,联瑞新材,VAL-bbf2c84950a1a4a83aa21949,2026-08-26,VAL-34222dfc7c8cb9c945055b8d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,22.559897,53.089672,99.429371,22.14,52.808,100.3352,0.009360743448791009,SSE,0,0,,,2026,3,9,1.6068302544105109,1.624444444444,0.010962072680135826,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,189.9,VAL-bbf2c84950a1a4a83aa21949,明显偏贵
688301.SH,奕瑞科技,VAL-dff18f29d25f85cfcf5f0ef5,2026-08-26,VAL-ae4cb814dae2dcd780793dc2,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,48.397454,114.401033,227.337733,73.03725,165.738375,330.371827,-0.318194698474771,SSE,0,0,,,2026,6,17,3.878001130096822,3.095294117647,-0.20183259008753307,机构EPS变化-20.2%,2026-08-28,94.61,VAL-dff18f29d25f85cfcf5f0ef5,基本合理
688303.SH,大全能源,VAL-f0ba847394787a6d25ca63a6,2026-08-26,VAL-4862f7e74b8c454038526957,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.195703,19.164676,27.875892,12.45446,19.571295,28.467338,-0.02077627834222784,SSE,0,0,,,,0,6,,-0.47,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,17.45,VAL-f0ba847394787a6d25ca63a6,基本合理
688305.SH,科德数控,VAL-f7864ccaf1dfde37a89534d9,2026-08-26,VAL-4a609d110046434b3293aeb0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.17393,42.727349,80.86456,19.2375,41.2965,79.28928,0.039106601248884765,SSE,0,0,,,2026,2,5,1.0345605056805347,1.026,-0.008274533614545443,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,57.31,VAL-f7864ccaf1dfde37a89534d9,偏贵
688311.SH,盟升电子,VAL-38a107444f05dca06d3b3f41,2026-08-26,VAL-daf225703245e1f9bb07358f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.420011,15.700018,25.120029,7.21875,15.49625,29.7528,0.10587845036319621,SSE,0,0,,,,0,2,,0.305,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.96,VAL-38a107444f05dca06d3b3f41,偏贵
688313.SH,仕佳光子,VAL-3a53bada94b9ad8c422c9a46,2026-08-26,VAL-d5375bb67ff456d9e59727c3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,21.35746,50.484381,100.322562,34.087976,79.336907,153.278904,-0.3666130473328325,SSE,0,0,,,2026,8,14,1.7113349499368042,1.6895,-0.012759015958629605,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,155.1,VAL-3a53bada94b9ad8c422c9a46,明显偏贵
688316.SH,青云科技,VAL-3a406841a3b7fd6454340eff,2026-08-26,VAL-278136c1348a36d3b827e26c,2026-08-28,沿用,本周已复核、合理价值不变,1.10946,1.997029,3.328381,1.10946,1.997029,3.328381,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,47.03,VAL-3a406841a3b7fd6454340eff,明显偏贵
688320.SH,禾川科技,VAL-4a344fef52068dcfb572c251,2026-08-26,VAL-1dd706632a2b5e95c89a7c19,2026-08-28,沿用,本周已复核、合理价值不变,7.231878,12.053129,19.285007,7.231878,12.053129,19.285007,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,33.45,VAL-4a344fef52068dcfb572c251,明显偏贵
688322.SH,奥比中光,VAL-8036589bf18ffad845f45ea6,2026-08-26,VAL-e51d7d5b52cffd37c837d87c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.346912,22.79417,44.937078,13.537011,31.1638,61.437206,-0.2809731796588658,SSE,0,0,,,2026,1,8,0.5210095999384161,0.723625,0.38888995535885185,机构EPS变化+38.9%,2026-08-28,95.26,VAL-8036589bf18ffad845f45ea6,明显偏贵
688323.SH,瑞华泰,VAL-80b7bac382ea0c01a7a25bf9,2026-08-26,VAL-d71666060dac188c76aed481,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.746956,12.144521,20.240868,4.660527,8.388949,13.981581,0.4476808877230012,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.7,VAL-80b7bac382ea0c01a7a25bf9,明显偏贵
688327.SH,云从科技,VAL-376908385b3b64237dd204cb,2026-08-26,VAL-a9e9ea21f665600b23b8915d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,0.696016,1.252829,2.088049,0.724571,1.304228,2.173714,-0.03940952257961472,SSE,0,0,,,,0,3,,-0.266666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.3,VAL-376908385b3b64237dd204cb,明显偏贵
688330.SH,宏力达,VAL-53f069b3d8962d71966bfecf,2026-08-26,VAL-e05dd2a3561362cbbb7fcd0c,2026-08-28,沿用,本周已复核、合理价值不变,19.007315,41.927902,81.433302,19.007315,41.927902,81.433302,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.92,VAL-53f069b3d8962d71966bfecf,基本合理
688332.SH,中科蓝讯,VAL-23a856134240f89f92d7c7ff,2026-08-26,VAL-d167291d7e1750f5fd128230,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,47.445608,104.659429,208.621128,63.18,143.37,285.7842,-0.26359217138707336,SSE,0,0,,,,0,6,,2.7,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,95.07,VAL-23a856134240f89f92d7c7ff,基本合理
688333.SH,铂力特,VAL-b5238a5390996e53bad17dc9,2026-08-26,VAL-6ceefe54b654b0e9189bcb79,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.137881,26.774737,50.035289,26.0,59.8,113.370833,-0.5464729836829838,SSE,0,0,,,,0,4,,1.083333333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,102.7,VAL-b5238a5390996e53bad17dc9,明显偏贵
688334.SH,西高院,VAL-7ceb8cc5206f963ed485ba04,2026-08-26,VAL-8692d519aa0134a436e7b5e1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.325556,25.908134,48.522234,11.88,30.8,58.52,-0.12760801312089964,SSE,0,0,,,,0,1,,0.88,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.37,VAL-7ceb8cc5206f963ed485ba04,基本合理
688336.SH,三生国健,VAL-771c2a96b7d88d3c80031660,2026-08-26,VAL-f3b32c150e58fdb81d01e37b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,23.873681,53.264389,106.173682,74.922058,155.825289,315.113363,-0.6657033287580983,SSE,0,0,,,2026,3,7,1.0030958401303256,0.753857142857,-0.24846947549991205,机构EPS变化-24.8%,2026-08-28,42.57,VAL-771c2a96b7d88d3c80031660,基本合理
688337.SH,普源精电,VAL-3a7e8e14ba5437fd71277afa,2026-08-26,VAL-02a429eebc94e89398dc403a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.845126,19.511307,38.465148,14.2636,33.197333,64.137248,-0.40253106697249297,SSE,0,0,,,,0,8,,0.68,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,42.64,VAL-3a7e8e14ba5437fd71277afa,明显偏贵
688338.SH,赛科希德,VAL-7b6b365d33f19807cc81d27f,2026-08-26,VAL-b4195601beac22c49055609a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.079655,25.345617,47.468719,11.745,30.45,57.855,-0.13673961369830545,SSE,0,0,,,,0,1,,0.87,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.86,VAL-7b6b365d33f19807cc81d27f,偏贵
688343.SH,云天励飞,VAL-270528c564f1b1e093105ad4,2026-08-26,VAL-285769848f66b194c4743c57,2026-08-28,沿用,本周已复核、合理价值不变,10.344554,18.620197,31.033662,10.344554,18.620197,31.033662,0.0,SSE,0,0,,,,0,1,,-1.37,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,55.9,VAL-270528c564f1b1e093105ad4,明显偏贵
688347.SH,华虹宏力,VAL-23021a08aff4f2c18584498d,2026-08-26,VAL-2c7348a611079c5d061ddbe7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.988268,16.518743,32.826047,14.04,33.984,66.43872,-0.51051534649342,SSE,0,0,,,2026,4,5,0.5599573971521141,0.6,0.07151008818088389,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,248.01,VAL-23021a08aff4f2c18584498d,明显偏贵
688348.SH,昱能科技,VAL-d4fe5e29e00a9f1b078b3003,2026-08-26,VAL-16546d933b12e3853553bee6,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,19.239924,29.928771,47.030926,19.239924,29.928771,47.030926,0.0,SSE,0,0,,,2026,4,7,0.7166741634836788,0.835,0.16510409129464287,机构EPS变化+16.5%,2026-08-28,32.43,VAL-d4fe5e29e00a9f1b078b3003,偏贵
688350.SH,富淼科技,VAL-e3cf03f6ca28fab14d9833bd,2026-08-26,VAL-6de41bedb47dd9a9450a0ca4,2026-08-28,沿用,本周已复核、合理价值不变,2.926588,6.694809,12.720137,2.926588,6.694809,12.720137,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.27,VAL-e3cf03f6ca28fab14d9833bd,明显偏贵
688352.SH,颀中科技,VAL-f7c1d37d148bd4e946a9967b,2026-08-26,VAL-2f156b4940df50d1ca1cbe55,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.577785,8.91898,16.703976,3.375,8.75,16.625,0.03066103092783501,SSE,0,0,,,2026,1,1,0.25482800502384245,0.25,-0.01894613201320139,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.08,VAL-f7c1d37d148bd4e946a9967b,明显偏贵
688356.SH,键凯科技,VAL-91714bd8cffafe460fc92025,2026-08-26,VAL-6be43aece5eb10e464c76b90,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.385056,14.671545,29.155294,24.6402,62.127,120.029364,-0.757320727187232,SSE,0,0,,,,0,2,,1.755,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,108.8,VAL-91714bd8cffafe460fc92025,明显偏贵
688357.SH,建龙微纳,VAL-5a100d39d7b5ee9ec1ed5146,2026-08-26,VAL-8323c7e1a40dbfb7efac2f6c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.804099,29.290422,54.856776,15.3225,39.725,75.4775,-0.23530549071256646,SSE,0,0,,,,0,2,,1.135,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,26.57,VAL-5a100d39d7b5ee9ec1ed5146,基本合理
688361.SH,中科飞测,VAL-b088a9dbc7eece31aeb238de,2026-08-26,VAL-5a49c2fb2d5b9f07db8b0346,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.062267,21.770445,34.832711,24.596,55.814,111.255907,-0.5668111926377316,SSE,0,0,,,,0,9,,1.005555555556,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,362.66,VAL-b088a9dbc7eece31aeb238de,明显偏贵
688362.SH,甬矽电子,VAL-c217222ab3f90830d8de3a81,2026-08-26,VAL-13b73124da5f76da4bf8b94f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.398297,13.997161,22.395458,6.44625,15.3755,29.21345,0.026290650383218317,SSE,0,0,,,,0,4,,0.4775,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,62.67,VAL-c217222ab3f90830d8de3a81,明显偏贵
688368.SH,晶丰明源,VAL-b4bf082659a2a869ce74f04e,2026-08-26,VAL-afa386c63965608c7dfda017,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.40382,32.949916,61.710486,25.164,60.0208,114.03952,-0.4441058029131958,SSE,0,0,,,,0,4,,1.5725,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,141.5,VAL-b4bf082659a2a869ce74f04e,明显偏贵
688371.SH,菲沃泰,VAL-d26e0279cbe055a9f7410ae0,2026-08-26,VAL-fe2508704bc748aef77b753f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.243794,8.739657,13.983451,4.446,10.6875,21.30375,-0.0759935903789607,SSE,0,0,,,2026,1,1,0.19077577885433875,0.19,-0.00406644312499993,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,30.45,VAL-d26e0279cbe055a9f7410ae0,明显偏贵
688372.SH,伟测科技,VAL-717f11c768b9d044ca6fa414,2026-08-26,VAL-09a6c91cc0f2c98eaeef3743,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,45.307386,112.945763,211.531279,35.262,84.1064,159.80216,0.32575412755804734,SSE,0,0,,,2026,1,5,3.227021795070389,2.612,-0.19058495235758832,机构EPS变化-19.1%,2026-08-28,123.03,VAL-717f11c768b9d044ca6fa414,偏贵
688375.SH,国博电子,VAL-a8a6e97f5ddc483f36b08cc9,2026-08-26,VAL-6bba3a0aefb1b969d839958b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,20.855318,47.325528,88.439581,25.245,58.0635,110.078719,-0.18158596061626353,SSE,0,0,,,2026,6,18,0.8355495810591312,0.988888888889,0.18351910084796863,机构EPS变化+18.4%,2026-08-28,76.88,VAL-a8a6e97f5ddc483f36b08cc9,偏贵
688378.SH,奥来德,VAL-000fe149c7cd5c053d71cbca,2026-08-26,VAL-9da6e424fafa2be803451cc9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.411689,22.966962,45.277725,28.236,64.074,126.317314,-0.6384069873253169,SSE,0,0,,,,0,8,,1.292857142857,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,42.82,VAL-000fe149c7cd5c053d71cbca,偏贵
688380.SH,中微半导,VAL-efb9570930d74a4a884062de,2026-08-26,VAL-e983c9e36bb849dfd02067c7,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.638154,22.048064,41.292875,12.015,31.15,59.185,-0.26592799721996985,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.89,VAL-efb9570930d74a4a884062de,偏贵
688381.SH,帝奥微,VAL-e1eaa5478137aff7a9b8cfa0,2026-08-26,VAL-3f6aa5e8229097aa08fa4353,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.66985,16.116417,25.786267,1.2285,2.78775,5.556915,5.420483535636477,SSE,0,0,,,,0,4,,0.0525,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.18,VAL-e1eaa5478137aff7a9b8cfa0,明显偏贵
688383.SH,新益昌,VAL-13e390a8930a0a6d7f0d98a3,2026-08-26,VAL-da39c7cadce7e1d77726e530,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.292145,18.820242,30.112387,30.65088,69.55392,135.977914,-0.6994915712620553,SSE,0,0,,,2026,2,5,0.9791097151182373,1.212,0.23785923199999992,机构EPS变化+23.8%,2026-08-28,128.0,VAL-13e390a8930a0a6d7f0d98a3,明显偏贵
688385.SH,复旦微电,VAL-673b9d9c2610614d9dc55206,2026-08-26,VAL-dae9bf87c96f88aa00ed4aac,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,11.391586,27.383619,50.385859,16.2405,38.7366,73.59954,-0.2947026125423132,SSE,0,0,,,2026,1,5,1.4604596927389477,4.61,2.156540384455528,机构EPS变化+215.7%,2026-08-28,53.61,VAL-673b9d9c2610614d9dc55206,明显偏贵
688386.SH,泛亚微透,VAL-d46578012e23ce6601b8aea2,2026-08-26,VAL-569ff2f5f5e96161b13607b8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,23.314286,55.10989,109.514374,32.3518,74.477667,146.8274,-0.2658937819094426,SSE,0,0,,,2026,5,6,1.8681318681318682,1.803333333333,-0.03468627450998241,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,53.4,VAL-d46578012e23ce6601b8aea2,基本合理
688387.SH,信科移动,VAL-7526630550a28d10b12c3bf4,2026-08-26,VAL-a882ee8ad1d5ee2f49c78c4a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.545313,2.575521,4.120834,0.045,0.107333,0.203933,26.051485889465845,SSE,0,0,,,,0,2,,-0.005,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.06,VAL-7526630550a28d10b12c3bf4,明显偏贵
688390.SH,固德威,VAL-b4ab12f3b0e274edf00de01e,2026-08-26,VAL-716e9d2586e2050706392423,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,39.892925,97.48981,192.194197,39.675055,96.957382,191.144553,0.005491360737421402,SSE,0,0,,,2026,8,11,3.934213481361929,3.934,-5.426278033471288e-05,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,67.19,VAL-b4ab12f3b0e274edf00de01e,基本合理
688392.SH,骄成超声,VAL-98f90e9003f09dae164b56cd,2026-08-26,VAL-0e477fb714726e519922fb70,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,27.929026,66.01813,131.191228,50.3388,114.230354,227.699172,-0.4291326550782414,SSE,0,0,,,2026,3,13,2.237902710160666,2.151230769231,-0.038729092438269275,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,187.3,VAL-98f90e9003f09dae164b56cd,明显偏贵
688396.SH,华润微,VAL-619b3078f12bac65ddb5f0c3,2026-08-26,VAL-ec729ce28db3f15431deef7d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.753418,25.926657,51.68047,19.5,44.25,88.205,-0.40893999999999997,SSE,0,0,,,,0,7,,0.885714285714,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,60.95,VAL-619b3078f12bac65ddb5f0c3,明显偏贵
688400.SH,凌云光,VAL-90000a144aba2ec71fd6c008,2026-08-26,VAL-0c1f3b7c326b9e781abf0e36,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.18961,32.199499,63.479013,14.03805,32.31725,63.71115,0.0007293448645571132,SSE,0,0,,,2026,2,4,0.6497074115886018,0.7825,0.20438829239565948,机构EPS变化+20.4%,2026-08-28,48.1,VAL-90000a144aba2ec71fd6c008,偏贵
688401.SH,路维光电,VAL-7b059aa06e2685dd32622be3,2026-08-26,VAL-01e77d548ec333201064d1ca,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,33.419797,73.720141,145.333993,39.144,90.0312,180.0624,-0.1705843072044788,SSE,0,0,,,,0,5,,1.844,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,68.08,VAL-7b059aa06e2685dd32622be3,基本合理
688408.SH,中信博,VAL-4ca690a2535d36421aee82a3,2026-08-26,VAL-bfd2b57bfd43c44e95c52064,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,16.660324,25.916059,40.725236,16.660324,25.916059,40.725236,0.0,SSE,0,0,,,2026,3,6,2.2413348283721364,2.773333333333,0.23735788969435223,机构EPS变化+23.7%,2026-08-28,26.5,VAL-4ca690a2535d36421aee82a3,偏贵
688409.SH,富创精密,VAL-68becd826279acf1c20375db,2026-08-26,VAL-d732d07d5472d2eaca90b57d,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,25.757944,58.45072,114.271157,30.9816,70.3044,140.140104,-0.16860509843413707,SSE,0,0,,,2026,4,6,1.0319689244373444,1.324,0.2829843696329115,机构EPS变化+28.3%,2026-08-28,206.55,VAL-68becd826279acf1c20375db,明显偏贵
688411.SH,海博思创,VAL-225624cf7ecfd9110b5f291a,2026-08-26,VAL-288afb3540218861aa8b5ea5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,142.614718,337.110111,669.905213,158.902714,360.586929,700.339946,-0.07654592259118431,SSE,0,0,,,2026,10,16,11.427461395781007,11.214,-0.018679686448979438,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,190.05,VAL-225624cf7ecfd9110b5f291a,基本合理
688416.SH,恒烁股份,VAL-1d43bdfad625067f19a8f1b1,2026-08-26,VAL-b7dcfbdbc27d0441ffa04ac3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.249789,31.04962,51.749367,16.030188,28.854339,48.090565,0.07608149685970833,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,75.35,VAL-1d43bdfad625067f19a8f1b1,明显偏贵
688418.SH,震有科技,VAL-b69624fb849455f68043ce7d,2026-08-26,VAL-2ad6298d516a9b6389c66470,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.41875,5.697917,9.116667,9.46875,20.32625,39.0264,-0.694020238295016,SSE,0,0,,,,0,2,,0.505,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.85,VAL-b69624fb849455f68043ce7d,明显偏贵
688419.SH,耐科装备,VAL-7c1958744891f8e8a2fea6d5,2026-08-26,VAL-d6c48021bcfdc6fcfada365c,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.883869,20.413303,40.565315,16.657255,36.743945,73.24293,-0.45137614885058763,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,52.3,VAL-7c1958744891f8e8a2fea6d5,明显偏贵
688429.SH,时创能源,VAL-d2f092a11211e1cb31b2f820,2026-08-26,VAL-0229f2e5aaabd860faf11994,2026-08-28,沿用,本周已复核、合理价值不变,2.901154,4.512906,7.09171,2.901154,4.512906,7.09171,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,10.08,VAL-d2f092a11211e1cb31b2f820,明显偏贵
688432.SH,有研硅,VAL-444df96a9a02392e35801e48,2026-08-26,VAL-51563470bf54a1165bd42c51,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.153013,6.955175,13.597368,4.914,11.8944,23.253552,-0.3986228314414221,SSE,0,0,,,,0,2,,0.21,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,45.22,VAL-444df96a9a02392e35801e48,明显偏贵
688439.SH,振华风光,VAL-e30db1a1c80b8bd6a727170d,2026-08-26,VAL-340577ccdfad5769a19e2bb1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,15.955883,35.1968,65.77402,15.955883,37.8,71.6625,-0.04842632758911236,SSE,0,0,,,,0,1,,0.63,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,38.65,VAL-e30db1a1c80b8bd6a727170d,偏贵
688449.SH,联芸科技,VAL-890ba824b14ac76b0e42ac53,2026-08-26,VAL-98d5896a714162c846315869,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.817345,15.038262,29.976269,7.878,17.877,35.63482,-0.1514033391574452,SSE,0,0,,,,0,3,,0.336666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,64.84,VAL-890ba824b14ac76b0e42ac53,明显偏贵
688456.SH,有研粉材,VAL-f043475241e095e415bcea98,2026-08-26,VAL-17fe085c1cde9ae5d8ce1ebd,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,21.670847,50.997492,95.511017,20.79,49.588,94.2172,0.032543394242519064,SSE,0,0,,,2026,2,2,1.543507621068879,1.54,-0.0022724999999998996,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,82.06,VAL-f043475241e095e415bcea98,偏贵
688458.SH,美芯晟,VAL-fd50eafe0c2808a1b696111e,2026-08-26,VAL-5ed92c77b50e1df59efddf6e,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.692318,24.487197,39.179515,5.4675,13.041,24.7779,1.1168390199097709,SSE,0,0,,,2026,1,2,0.0717253163532493,0.405,4.646541843125,机构EPS变化+464.7%,2026-08-28,34.27,VAL-fd50eafe0c2808a1b696111e,偏贵
688469.SH,芯联集成,VAL-cf054a553bfac91e912755c6,2026-08-26,VAL-6dc79db13d57ba053fc2b78b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,1.592801,3.185602,5.574804,1.592801,3.185602,5.574804,0.0,SSE,0,0,,,2026,6,9,0.05964674450337463,0.052222222222,-0.12447489537261458,机构EPS变化-12.4%,2026-08-28,8.58,VAL-cf054a553bfac91e912755c6,明显偏贵
688472.SH,阿特斯,VAL-8d7040a7119db8b58d3ce36b,2026-08-26,VAL-6199261f6836000b63849cfe,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.885917,16.827714,33.174636,6.548596,16.003375,31.54951,0.0515103535739736,SSE,0,0,,,2026,6,10,0.6790845051089267,0.6122,-0.09849216791980597,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,9.73,VAL-8d7040a7119db8b58d3ce36b,基本合理
688475.SH,萤石网络,VAL-3139ee0396f4d175f860c003,2026-08-26,VAL-48d5935fe867f76e632f7fb1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.397867,46.287467,91.252434,18.8604,43.896,84.807072,0.06260610869967054,SSE,0,0,,,2026,6,15,0.933968253968254,0.931333333333,-0.0028212100615399027,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.75,VAL-3139ee0396f4d175f860c003,基本合理
688484.SH,南芯科技,VAL-0753dead26521c56a542716e,2026-08-26,VAL-9e90283f63c7ec2e6bfe8dbb,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.162055,26.831864,53.484849,17.316,41.625,82.9725,-0.35539066184828905,SSE,0,0,,,2026,1,1,0.47701091492166603,0.48,0.006266282352941133,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,36.45,VAL-0753dead26521c56a542716e,偏贵
688486.SH,龙迅股份,VAL-8d2bf2c18f5250874c42d7a2,2026-08-26,VAL-2735cafa554dfcf70316c0b3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.319113,41.906468,78.484828,29.565,70.518,133.9842,-0.398243647772349,SSE,0,0,,,,0,3,,2.19,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,41.63,VAL-8d2bf2c18f5250874c42d7a2,基本合理
688498.SH,源杰科技,VAL-c4c795cc13c40d7b91f8aadb,2026-08-26,VAL-2af871f6f3c9e60e1b29ea01,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,244.760402,555.417836,1107.132887,207.28125,476.746875,964.088125,0.169803124688769,SSE,0,0,,,2026,9,13,10.45984625585091,9.2125,-0.11925091682424915,机构EPS变化-11.9%,2026-08-28,1538.35,VAL-c4c795cc13c40d7b91f8aadb,明显偏贵
688502.SH,茂莱光学,VAL-af6272d457974bad28e1efdc,2026-08-26,VAL-c8cb7fd354582555dc0a7d5f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.563636,48.607955,96.593727,37.975275,86.174663,171.774827,-0.4428382960610098,SSE,0,0,,,2026,2,8,1.6477272727272727,1.622875,-0.01508275862068964,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,441.01,VAL-af6272d457974bad28e1efdc,明显偏贵
688503.SH,聚和材料,VAL-777326cffe4e924297c6c49d,2026-08-26,VAL-b7e864c0a8ed652559332629,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,28.153441,68.801014,135.636284,28.16112,68.819778,135.673278,-0.00027266194214869977,SSE,0,0,,,2026,5,14,2.7764735169482204,2.570230769231,-0.0742822672207274,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,77.85,VAL-777326cffe4e924297c6c49d,偏贵
688506.SH,百利天恒,VAL-5ccd8938fc3d4dcbdafd9195,2026-08-26,VAL-4d8da1bcd5c7619f5d56ff3c,2026-08-28,沿用,本周已复核、合理价值不变,13.669353,24.604835,41.008058,13.669353,24.604835,41.008058,0.0,SSE,0,0,,,,0,9,,-2.495555555556,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,270.83,VAL-5ccd8938fc3d4dcbdafd9195,明显偏贵
688507.SH,索辰科技,VAL-5c115e54993fda3791958839,2026-08-26,VAL-e80c87090c2fdff39a020750,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,27.394462,45.657437,73.0519,15.39252,36.44784,69.85836,0.40917036455765365,SSE,0,0,,,,0,5,,0.858,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,151.49,VAL-5c115e54993fda3791958839,明显偏贵
688508.SH,芯朋微,VAL-0e66e60b5bf383103dc7a2f9,2026-08-26,VAL-00e8a813322f488bf9c3fb69,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,35.81896,81.281486,162.021095,36.27,82.305,164.0613,-0.012435623023402953,SSE,0,0,,,2026,3,8,1.5307247762487808,1.5075,-0.015172404999999944,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,86.38,VAL-0e66e60b5bf383103dc7a2f9,偏贵
688509.SH,正元地信,VAL-b31c810aefb9bfc45cac358c,2026-08-26,VAL-c222f27e7332e3930905e3f3,2026-08-28,沿用,本周已复核、合理价值不变,1.431785,2.577213,4.295356,1.431785,2.577213,4.295356,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,4.29,VAL-b31c810aefb9bfc45cac358c,偏贵
688510.SH,航亚科技,VAL-ef571ebf9251815aaf398cff,2026-08-26,VAL-36e57ae1bac7014921754546,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.097212,27.141181,51.366623,12.964286,27.83,53.4336,-0.038139973818882345,SSE,0,0,,,2026,1,7,0.6203698446187008,0.632857142857,0.02012879630855413,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.45,VAL-ef571ebf9251815aaf398cff,基本合理
688511.SH,天微电子,VAL-1a8b87947b768e3edc1284e0,2026-08-26,VAL-b590b755f98d6512aab4a123,2026-08-28,沿用,本周已复核、合理价值不变,1.659501,3.660665,6.94001,1.659501,3.660665,6.94001,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,22.41,VAL-1a8b87947b768e3edc1284e0,明显偏贵
688512.SH,慧智微,VAL-4a8d40fdf8324308acdd59bc,2026-08-26,VAL-8ba7e0a986751b30a4b84baf,2026-08-28,沿用,本周已复核、合理价值不变,3.064055,5.106759,8.170814,3.064055,5.106759,8.170814,0.0,SSE,0,0,,,,0,1,,-0.22,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.12,VAL-4a8d40fdf8324308acdd59bc,明显偏贵
688515.SH,裕太微,VAL-441c4500e7e6b6cf818fa1a6,2026-08-26,VAL-854b64113ad8ab3abcc6582b,2026-08-28,沿用,本周已复核、合理价值不变,18.335703,33.004265,55.007108,18.335703,33.004265,55.007108,0.0,SSE,0,0,,,,0,3,,-0.84,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,151.48,VAL-441c4500e7e6b6cf818fa1a6,明显偏贵
688516.SH,奥特维,VAL-8d9c23965e3016cafd75276c,2026-08-26,VAL-f7d9bdc5de94d05769e5562f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,20.258784,49.508153,97.601787,20.10762,49.13874,96.873516,0.007517752557679502,SSE,0,0,,,2026,3,11,1.9979076959223683,1.981363636364,-0.00828069264267517,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,45.8,VAL-8d9c23965e3016cafd75276c,基本合理
688521.SH,芯原股份,VAL-93b8655676cd7ba9b559d385,2026-08-26,VAL-4027352db2d7d891f29fedbd,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,5.006401,8.344002,13.350402,7.67936,17.873067,34.530765,-0.4775289642741176,SSE,0,0,,,2026,2,14,0.2091591662142126,0.378666666667,0.8104234852379573,机构EPS变化+81.0%,2026-08-28,186.9,VAL-93b8655676cd7ba9b559d385,明显偏贵
688522.SH,纳睿雷达,VAL-e56fbc1793e6cc431e5fa06f,2026-08-26,VAL-a37c9b4c22b36e978114b062,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.245843,12.000294,22.474836,8.775,22.75,43.225,-0.45293776367961924,SSE,0,0,,,,0,1,,0.42,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.6,VAL-e56fbc1793e6cc431e5fa06f,偏贵
688523.SH,航天环宇,VAL-def7f0b8067e9cbb02f4f9c5,2026-08-26,VAL-34f3904b30111a6d4426f1aa,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,2.396284,5.376278,10.17499,3.0,6.44,12.3648,-0.17663538135593226,SSE,0,0,,,2026,1,2,0.12288635469917421,0.145,0.1799519999999999,机构EPS变化+18.0%,2026-08-28,40.7,VAL-def7f0b8067e9cbb02f4f9c5,明显偏贵
688525.SH,佰维存储,VAL-6291f52a8cb0ea1d8bb8f1d8,2026-08-26,VAL-725cfc6d353c13faf204f305,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,139.188827,307.034178,564.942887,353.3775,812.76825,1625.5365,-0.6173522863672916,SSE,0,0,,,,0,9,,18.411222222222,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,230.93,VAL-6291f52a8cb0ea1d8bb8f1d8,基本合理
688531.SH,日联科技,VAL-1474080e29aae7afc94d2a9b,2026-08-26,VAL-e14b489dc757ffb04fd3aba2,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,27.131428,61.567471,119.57771,45.8055,103.94325,207.193545,-0.40768187380529053,SSE,0,0,,,2026,5,21,1.9324378774515412,1.946666666667,0.007363128916839212,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,135.2,VAL-1474080e29aae7afc94d2a9b,明显偏贵
688535.SH,华海诚科,VAL-313060c8015082ab079342d6,2026-08-26,VAL-ad9826f4d9976a3c0fd202da,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.827271,13.711225,26.017049,21.0,56.0,107.8,-0.7462532987012986,SSE,0,0,,,,0,1,,1.12,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,102.4,VAL-313060c8015082ab079342d6,明显偏贵
688536.SH,思瑞浦,VAL-2fec9ac14794658d0656a026,2026-08-26,VAL-b0c3dff3dc8a35e2cd6dcf0c,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,70.251753,165.321788,309.624092,36.276429,86.526,164.3994,0.9183133665865844,SSE,0,0,,,2026,3,15,5.003686085007884,3.308,-0.33888738346086966,机构EPS变化-33.9%,2026-08-28,308.8,VAL-2fec9ac14794658d0656a026,偏贵
688543.SH,国科军工,VAL-522dc277019a6000718ba339,2026-08-26,VAL-edc64abb720783fba24837d2,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,30.476624,73.261116,136.90671,35.97,82.731,156.844188,-0.12605841568310283,SSE,0,0,,,2026,1,9,1.2210185968889367,1.445,0.18343815866666668,机构EPS变化+18.3%,2026-08-28,39.22,VAL-522dc277019a6000718ba339,基本合理
688545.SH,兴福电子,VAL-b05671891b8f5a8aa7a33856,2026-08-26,VAL-bd062d395f683eae16c47f14,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.078667,43.458333,85.675,18.8097,42.68355,84.14757,0.0007114602009166138,SSE,0,0,,,2026,1,8,0.8277777777777777,0.86125,0.04043624161073822,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,77.14,VAL-b05671891b8f5a8aa7a33856,偏贵
688548.SH,广钢气体,VAL-352593130c17d1320c3a3edf,2026-08-26,VAL-809fc284260967f509b922c9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.432296,16.865594,33.249314,7.743273,17.571273,34.640509,-0.04016094146029703,SSE,0,0,,,2026,8,10,0.34030658125923424,0.354545454545,0.04184131036513539,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,34.33,VAL-352593130c17d1320c3a3edf,明显偏贵
688549.SH,中巨芯,VAL-a6ca751efb0f5a87b2c3bcf3,2026-08-26,VAL-f5cab816384592625bb0f3b9,2026-08-28,沿用,本周已复核、合理价值不变,1.838256,3.06376,4.902016,1.838256,3.06376,4.902016,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.54,VAL-a6ca751efb0f5a87b2c3bcf3,明显偏贵
688550.SH,瑞联新材,VAL-ee030357e061e7edad31e045,2026-08-26,VAL-cea38e7c22baff8450d405a4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,28.589698,67.279461,126.004818,29.727,70.9044,134.71836,-0.04732360873445074,SSE,0,0,,,2026,3,7,2.036303283973917,2.115714285714,0.03899762985458133,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,39.58,VAL-ee030357e061e7edad31e045,基本合理
688552.SH,航天南湖,VAL-2457cdda95d32be9a1cf348a,2026-08-26,VAL-cfc607665413abb6ee8a39dc,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,6.891734,11.486224,18.377958,4.662857,10.724571,20.332,0.19434891913060448,SSE,0,0,,,2026,4,7,0.21942309517031977,0.194285714286,-0.11456123551993347,机构EPS变化-11.5%,2026-08-28,28.81,VAL-2457cdda95d32be9a1cf348a,明显偏贵
688556.SH,高测股份,VAL-83ef0853cb3b96da2a67f481,2026-08-26,VAL-1fd9fbdde9abad13a0cdfcb3,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,4.218435,6.56201,10.31173,4.218435,6.56201,10.31173,0.0,SSE,0,0,,,2026,1,9,0.21185065250253748,0.12575,-0.4064214647698864,机构EPS变化-40.6%,2026-08-28,7.9,VAL-83ef0853cb3b96da2a67f481,偏贵
688560.SH,明冠新材,VAL-2f24589cc6400011a47b7fe7,2026-08-26,VAL-de8f868958dbb0c402fdecf1,2026-08-28,沿用,本周已复核、合理价值不变,11.471301,17.844246,28.040958,11.471301,17.844246,28.040958,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,12.47,VAL-2f24589cc6400011a47b7fe7,基本合理
688561.SH,奇安信,VAL-fa58e644995c0b08d71b1e4e,2026-08-26,VAL-3c29857ede3c11c446b45ee9,2026-08-28,沿用,本周已复核、合理价值不变,9.314436,15.524059,24.838495,9.314436,15.524059,24.838495,0.0,SSE,0,0,,,,0,3,,-0.96,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.13,VAL-fa58e644995c0b08d71b1e4e,明显偏贵
688562.SH,航天软件,VAL-183108c08205ad2e0704146d,2026-08-26,VAL-dec966ec5045c23f9f136401,2026-08-28,沿用,本周已复核、合理价值不变,4.167371,7.501268,12.502114,4.167371,7.501268,12.502114,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.18,VAL-183108c08205ad2e0704146d,明显偏贵
688563.SH,航材股份,VAL-8458fc107553e729095f9007,2026-08-26,VAL-70f7b1ea49c452da5239b7e0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,26.468644,58.386714,109.110171,31.570909,72.613091,137.662318,-0.18552409199109265,SSE,0,0,,,,0,12,,1.305454545455,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,49.9,VAL-8458fc107553e729095f9007,基本合理
688568.SH,中科星图,VAL-761cc925fe8bf0e6c25cf34b,2026-08-26,VAL-60d0ede6a081fb4facdbbd85,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.849716,6.416193,10.265909,12.72,29.256,55.4645,-0.7554338431484657,SSE,0,0,,,,0,2,,0.53,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,31.88,VAL-761cc925fe8bf0e6c25cf34b,明显偏贵
688569.SH,铁科轨道,VAL-d68a6b9bd42976a9d8614b9e,2026-08-26,VAL-72650adc172fea277139f855,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.790138,31.546068,59.081279,14.85,38.5,73.15,-0.15021169634489218,SSE,0,0,,,,0,1,,1.1,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.59,VAL-d68a6b9bd42976a9d8614b9e,基本合理
688577.SH,浙海德曼,VAL-088d832a85aea4f61e1e83db,2026-08-26,VAL-f4706eb9afe0c7b4b4b1edaa,2026-08-28,沿用,本周已复核、合理价值不变,8.363467,18.716199,36.897649,8.363467,18.716199,36.897649,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,42.86,VAL-088d832a85aea4f61e1e83db,明显偏贵
688579.SH,地纬智能,VAL-041848ddb1f6d2b5cd6e6f64,2026-08-26,VAL-52782a9a628e9c61624da731,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.101421,5.169035,8.270456,0.849674,1.943699,3.693029,1.9607417269372904,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.92,VAL-041848ddb1f6d2b5cd6e6f64,偏贵
688582.SH,芯动联科,VAL-56e573edac06d81fd7c7597b,2026-08-26,VAL-59c42712faa9d2f611595b76,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.400909,25.149064,46.997314,24.693333,56.794667,107.673222,-0.5514680321028863,SSE,0,0,,,,0,9,,1.028888888889,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,42.17,VAL-56e573edac06d81fd7c7597b,偏贵
688583.SH,思看科技,VAL-c66607d5008608f3f86cb048,2026-08-26,VAL-666f6b03e2b9d1889118f261,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.088938,20.339694,40.098254,29.67276,68.3102,134.66868,-0.6996556135883218,SSE,0,0,,,,0,5,,1.384,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,89.4,VAL-c66607d5008608f3f86cb048,明显偏贵
688584.SH,上海合晶,VAL-e937611367dc6d1563680d5c,2026-08-26,VAL-0452db45b2b019c73ef476b1,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.731689,14.696637,28.731926,5.85,14.16,27.6828,0.020905847076462036,SSE,0,0,,,2026,1,2,0.24494395369021688,0.25,0.020641645705521405,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.85,VAL-e937611367dc6d1563680d5c,明显偏贵
688585.SH,上纬新材,VAL-b907dbb139f347f3b1db8caf,2026-08-26,VAL-1ce3efc171406c08b87d22b6,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.918474,5.253253,8.755422,3.224316,5.80377,9.672949,-0.09485498919704571,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,157.95,VAL-b907dbb139f347f3b1db8caf,明显偏贵
688586.SH,江航装备,VAL-e24c270f50cffcc370addf17,2026-08-26,VAL-c6faa611c4d2f236af42f1da,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,1.601715,3.392351,6.420266,1.5,3.22,6.1824,0.05806483050847455,SSE,0,0,,,2026,2,3,0.08213924397290913,0.08,-0.02604411569230758,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,11.51,VAL-e24c270f50cffcc370addf17,明显偏贵
688591.SH,泰凌微,VAL-55fafffc0ddf7bed6ab57c9e,2026-08-26,VAL-dcf8a9d2764e2e5d0fe8575f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.253393,7.442402,13.938557,14.445,37.45,71.155,-0.7938954619905578,SSE,0,0,,,,0,2,,0.855,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.15,VAL-55fafffc0ddf7bed6ab57c9e,明显偏贵
688592.SH,司南导航,VAL-1bafd7ff5c24af77229bafab,2026-08-26,VAL-f9372cebde0801844b5d1b10,2026-08-28,沿用,本周已复核、合理价值不变,11.816083,21.26895,35.44825,11.816083,21.26895,35.44825,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,24.39,VAL-1bafd7ff5c24af77229bafab,偏贵
688595.SH,芯海科技,VAL-eeb35952208a2b3b756a6d4f,2026-08-26,VAL-0763750bbf65e051696ca55e,2026-08-28,沿用,本周已复核、合理价值不变,4.946064,8.902915,14.838192,4.946064,8.902915,14.838192,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.81,VAL-eeb35952208a2b3b756a6d4f,明显偏贵
688596.SH,正帆科技,VAL-4d0e808cedd45459a8dc99b9,2026-08-26,VAL-4a4ee365611985d7584b1db9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.458509,19.097515,30.556023,20.475,46.4625,92.61525,-0.5435141139122315,SSE,0,0,,,,0,2,,0.875,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,67.4,VAL-4d0e808cedd45459a8dc99b9,明显偏贵
688598.SH,金博股份,VAL-47c445f4a9b1f429aeb60f00,2026-08-26,VAL-b1a13d4ba4b7c159c2df26d4,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.513583,27.522639,44.036223,16.734038,27.890063,44.624101,-0.013174024503037063,SSE,0,0,,,,0,2,,-0.355,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.6,VAL-47c445f4a9b1f429aeb60f00,偏贵
688599.SH,天合光能,VAL-e7293e56fe8f90e4b2fb13ab,2026-08-26,VAL-d4777f3b8f17a6000262fd7b,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,7.9465,12.361222,19.424778,7.9465,12.361222,19.424778,0.0,SSE,0,0,,,2026,4,13,0.11141620434697655,-0.031333333333,-1.2812277937185919,机构EPS变化-128.1%,2026-08-28,12.62,VAL-e7293e56fe8f90e4b2fb13ab,偏贵
688600.SH,皖仪科技,VAL-a72fe8ad30c6aa831604f9bf,2026-08-26,VAL-e931727bf41283d42e7ea14e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.50981,39.733799,74.252536,18.36,42.228,80.05725,-0.05519890077243017,SSE,0,0,,,2026,2,2,0.7015148043007534,0.7,-0.002159333333333402,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.8,VAL-a72fe8ad30c6aa831604f9bf,基本合理
688601.SH,力芯微,VAL-1cc812ee88a40462a6d0fa88,2026-08-26,VAL-00e458e34aed658534cd0e31,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.396471,13.994119,22.39059,0.704787,1.554678,3.098992,8.909686585098685,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,54.7,VAL-1cc812ee88a40462a6d0fa88,明显偏贵
688608.SH,恒玄科技,VAL-74cf45f71ec9172c4d68dcc9,2026-08-26,VAL-2958a5a27745a60d5906f835,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,81.285769,184.456168,367.682629,84.7665,192.35475,383.427135,-0.041062578203584055,SSE,0,0,,,2026,3,15,3.4737508183098798,3.586666666667,0.032505454266307465,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,103.51,VAL-74cf45f71ec9172c4d68dcc9,基本合理
688610.SH,埃科光电,VAL-ae81872089180a899744f95e,2026-08-26,VAL-4d1deaae654524bd6df1f057,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,23.491765,58.823529,116.894118,45.812,103.958,207.222947,-0.45038863590839284,SSE,0,0,,,2026,1,9,1.8823529411764706,2.004444444444,0.064861111110875,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,165.72,VAL-ae81872089180a899744f95e,明显偏贵
688622.SH,ST禾信,VAL-f5a01cb5b8083f52ca28beca,2026-08-26,VAL-e92e2f9fa6136e564a298433,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.033279,7.259902,12.099837,4.200182,7.560328,12.600547,-0.039737137250000165,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,92.88,VAL-f5a01cb5b8083f52ca28beca,明显偏贵
688627.SH,精智达,VAL-dadf3f6df9311a878cdd84c9,2026-08-26,VAL-c02bb08955cdb1a4493234d0,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,23.148169,55.644638,102.386134,71.8848,163.1232,325.158912,-0.6647228732638889,SSE,0,0,,,2026,1,6,2.9677140158452953,3.053333333333,0.028850258829039577,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,491.95,VAL-dadf3f6df9311a878cdd84c9,明显偏贵
688628.SH,优利德,VAL-7129a87eb7dd0ad2ba77b174,2026-08-26,VAL-ae58f51e7a4eec72a43d5f63,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,27.468429,64.929378,129.027661,43.546691,101.351273,195.810659,-0.36232501513961923,SSE,0,0,,,2026,7,12,2.2009958736874595,2.145,-0.025441153414634154,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,77.87,VAL-7129a87eb7dd0ad2ba77b174,偏贵
688629.SH,华丰科技,VAL-14c23880652df73857d6a7b1,2026-08-26,VAL-4f01755adf4d8063118556af,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,60.74281,119.46086,202.899676,80.084575,117.991274,222.101222,-0.09022896577361139,SSE,0,0,,,2026,5,7,1.557507951788517,1.7725,0.13803592332520886,机构EPS变化+13.8%,2026-08-28,130.88,VAL-14c23880652df73857d6a7b1,偏贵
688630.SH,芯碁微装,VAL-ba39fc35d601639590011d0c,2026-08-26,VAL-5111f7c07ab5d0145cabcab5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,100.415425,227.865772,445.477585,91.976625,208.716187,416.040934,0.09174939971627927,SSE,0,0,,,2026,7,17,4.02305389018836,3.981411764706,-0.010350874390203768,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,418.8,VAL-ba39fc35d601639590011d0c,偏贵
688631.SH,莱斯信息,VAL-d937ea2162dbec49e688f093,2026-08-26,VAL-b02758f6028d910f3ec40976,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.490365,37.420444,69.929455,15.936,36.6528,69.4876,0.02513860365705245,SSE,0,0,,,2026,4,5,0.6606716828775923,0.654,-0.01009833333333332,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,39.9,VAL-d937ea2162dbec49e688f093,偏贵
688636.SH,智明达,VAL-beeda8a8445eacfd584dd5f1,2026-08-26,VAL-48ac6db43df81d30ea3f9b16,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.404662,38.392637,71.746241,20.814545,47.873455,90.760091,-0.1876703499883532,SSE,0,0,,,,0,11,,0.867272727273,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,20.25,VAL-beeda8a8445eacfd584dd5f1,基本合理
688652.SH,京仪装备,VAL-bb4d8d2b018c18a907c07bf5,2026-08-26,VAL-1bf5089f05d471df36ee0143,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,25.257143,59.702381,118.640571,42.2253,95.81895,190.999107,-0.38454862118487365,SSE,0,0,,,2026,2,5,2.0238095238095237,1.8045,-0.10836470588235292,机构EPS变化-10.8%,2026-08-28,149.51,VAL-bb4d8d2b018c18a907c07bf5,明显偏贵
688660.SH,电气风电,VAL-de2ac88603131e59a51f086d,2026-08-26,VAL-88b06c0f2650e996774f876d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.437882,4.063136,6.501018,2.437882,3.79226,5.959266,0.04347830274173514,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,7.68,VAL-de2ac88603131e59a51f086d,明显偏贵
688661.SH,和林微纳,VAL-75fd80d4b241601a02b132ec,2026-08-26,VAL-d4ebc537c7e50e66fb1b10b8,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.162454,11.937423,19.099877,18.018,40.887,81.50142,-0.6757511756217639,SSE,0,0,,,,0,2,,0.77,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,106.6,VAL-75fd80d4b241601a02b132ec,明显偏贵
688662.SH,富信科技,VAL-efe7cb551b0fb03210a38c3c,2026-08-26,VAL-77b08812cf902653914d5415,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,6.188208,14.219228,28.256451,7.735689,17.501559,33.813011,-0.19137633390138264,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,90.17,VAL-efe7cb551b0fb03210a38c3c,明显偏贵
688665.SH,四方光电,VAL-73701384ebc79a01a171c838,2026-08-26,VAL-6d03fa4c194c165e506f2440,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.363541,39.720519,74.390858,22.95,54.74,104.006,-0.26523284850045037,SSE,0,0,,,,0,2,,1.7,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,44.82,VAL-73701384ebc79a01a171c838,偏贵
688668.SH,鼎通科技,VAL-0f32c26d793fc30ce817f003,2026-08-26,VAL-cf911be5e4c687b51525a55f,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,98.010631,222.40874,438.462945,97.5468,227.032,438.625824,-0.012814851123979731,SSE,0,0,,,2026,2,4,4.4876662631883715,4.81,0.07182658377599993,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,258.65,VAL-0f32c26d793fc30ce817f003,偏贵
688676.SH,金盘科技,VAL-a91b20f1a55d63b847f6ff7c,2026-08-26,VAL-3088d5fe8e8f4a97370eeb74,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,19.583789,47.858609,94.349829,27.804981,63.095919,122.546296,-0.2580667738163209,SSE,0,0,,,2026,5,19,1.9313401444856442,1.955388888889,0.01245184307488234,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,66.11,VAL-a91b20f1a55d63b847f6ff7c,偏贵
688680.SH,海优新材,VAL-c6bd07750b75d709a4d716bf,2026-08-26,VAL-6b7e7b5b61233e0e4cac5a7e,2026-08-28,沿用,本周已复核、合理价值不变,18.876407,33.977532,56.62922,18.876407,33.977532,56.62922,0.0,SSE,0,0,,,,0,3,,-0.916666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,35.4,VAL-c6bd07750b75d709a4d716bf,偏贵
688682.SH,霍莱沃,VAL-0e49e0e63a71f98469b5da6e,2026-08-26,VAL-ffbb44c1173c10a65b0b18a3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.847129,10.524832,17.541386,6.067925,10.922265,18.203776,-0.03638740944038876,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,30.92,VAL-0e49e0e63a71f98469b5da6e,明显偏贵
688685.SH,迈信林,VAL-2f9e326073db38762789ad0e,2026-08-26,VAL-8248db2bcf1da3c060cf753a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.504646,9.908363,16.513938,5.454436,9.817986,16.363309,0.009205285186593137,SSE,0,0,,,,0,1,,0.27,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,39.3,VAL-2f9e326073db38762789ad0e,明显偏贵
688686.SH,奥普特,VAL-c87c85365b3d2b36a3965d7f,2026-08-26,VAL-3729c7fd8d6f86a684550108,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,38.746205,89.198343,175.848161,38.204227,87.950644,173.388413,0.014186348777606828,SSE,0,0,,,2026,5,13,2.15976616604405,2.087307692308,-0.03354922161261986,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,136.0,VAL-c87c85365b3d2b36a3965d7f,偏贵
688689.SH,银河微电,VAL-fd964e3c2597d57ddffe1515,2026-08-26,VAL-0f2d4027529061d0bea1c24e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.81553,37.09308,73.938873,18.486,44.4375,88.57875,-0.1432674596931195,SSE,0,0,,,,0,1,,0.79,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,39.9,VAL-fd964e3c2597d57ddffe1515,偏贵
688691.SH,灿芯股份,VAL-9ae3829dff633e9286bd3870,2026-08-26,VAL-12665b4d2a6e69ae65db0aba,2026-08-28,沿用,本周已复核、合理价值不变,9.047896,15.079826,24.127722,9.047896,15.079826,24.127722,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,64.51,VAL-9ae3829dff633e9286bd3870,明显偏贵
688698.SH,伟创电气,VAL-b3a7631ab85f7bb419eb5acd,2026-08-26,VAL-0db539557b6820cd51403489,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,24.350539,56.057819,110.513987,28.00434,64.4693,127.09662,-0.13047266226353793,SSE,0,0,,,2026,2,11,1.357332187461508,1.4215,0.047274950915662695,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,42.97,VAL-b3a7631ab85f7bb419eb5acd,基本合理
688699.SH,明微电子,VAL-fb644dcdcf04e37fbe69e627,2026-08-26,VAL-e428aab849b2964c6143c1d5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.488433,17.480722,27.969155,9.930042,16.550071,26.480113,0.056232463962672785,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,61.25,VAL-fb644dcdcf04e37fbe69e627,明显偏贵
688700.SH,东威科技,VAL-cda7afc36d86bcb5eeb27f53,2026-08-26,VAL-be2643ab0cc9bc7fb68eb5da,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,9.582664,23.41799,46.166894,24.57,55.755,111.1383,-0.5891608590102708,SSE,0,0,,,2026,4,9,0.9450359073430497,1.05,0.11106889361702121,机构EPS变化+11.1%,2026-08-28,59.19,VAL-cda7afc36d86bcb5eeb27f53,明显偏贵
688702.SH,盛科通信,VAL-0f6d9c9b477812fd1e9ab1fd,2026-08-26,VAL-43e38b01b8e9597769a96422,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.899167,8.165279,13.064446,2.584778,6.015855,11.622631,0.5190098217189363,SSE,0,0,,,2026,8,12,0.12439024390243902,0.131,0.05313725490196086,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,365.1,VAL-0f6d9c9b477812fd1e9ab1fd,明显偏贵
688708.SH,佳驰科技,VAL-f720cd0f0dc7dcd3cf3d7274,2026-08-26,VAL-ba2e6bb975cccd6a6f9e39b2,2026-08-28,沿用,本周已复核、合理价值不变,26.597336,58.670594,111.229668,26.597336,58.670594,111.229668,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,40.74,VAL-f720cd0f0dc7dcd3cf3d7274,基本合理
688709.SH,成都华微,VAL-bd5b6f0377593420b76ad4b8,2026-08-26,VAL-33882fcd2b7eb6e1c9704e79,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,3.037464,7.301596,13.434938,9.36,23.4,44.3625,-0.6843998778998779,SSE,0,0,,,2026,1,1,0.3894184786536163,0.39,0.0014933070161289308,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,25.8,VAL-bd5b6f0377593420b76ad4b8,明显偏贵
688711.SH,宏微科技,VAL-108e69d15df5835f060e6739,2026-08-26,VAL-17a91829cb492bcd591d760d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.589286,7.64881,12.238097,0.660045,1.553047,2.989615,4.529863195926785,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,25.99,VAL-108e69d15df5835f060e6739,明显偏贵
688716.SH,中研股份,VAL-d0291037b3e9d8b3a145057a,2026-08-26,VAL-4a5fc26f06fdb8be7f81eb5b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,8.721946,14.536576,23.258522,5.1,12.75,25.2875,0.3029984313725489,SSE,0,0,,,2026,1,1,0.17258382642998027,0.17,-0.014971428571428413,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,28.64,VAL-d0291037b3e9d8b3a145057a,明显偏贵
688717.SH,艾罗能源,VAL-7094fea7a6dac1f00346ebdb,2026-08-26,VAL-eb5625a822e0be157573479a,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,24.349901,40.583168,64.933069,51.5788,126.0476,248.49384,-0.6344402127161277,SSE,0,0,,,,0,6,,5.086666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,49.31,VAL-7094fea7a6dac1f00346ebdb,偏贵
688722.SH,同益中,VAL-f7a4bdde64cd59592efe58ad,2026-08-26,VAL-60b952002fa4df65d615eef3,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,16.220294,38.991092,72.864603,16.56,38.088,72.2085,0.010309361733275013,SSE,0,0,,,2026,1,4,0.6498515356303359,0.69,0.06178097945205474,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,13.88,VAL-f7a4bdde64cd59592efe58ad,偏低
688726.SH,拉普拉斯,VAL-48ed4064fd5d5c634b998e54,2026-08-26,VAL-a43eac8518a9ef0d6cf81b98,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.711957,45.851959,90.393863,16.67016,40.73832,80.312688,0.10722172055417611,SSE,0,0,,,2026,1,5,1.7467413140679149,1.6574,-0.0511474214002825,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,45.96,VAL-48ed4064fd5d5c634b998e54,偏贵
688728.SH,格科微,VAL-d149ab9e091c2df5c3638f47,2026-08-26,VAL-6debab91309b79b76ab1d52b,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,2.72397,4.539949,7.263919,1.404,3.186,6.35076,0.5825531590413944,SSE,0,0,,,2026,2,2,0.06267816491885445,0.06,-0.0427288342331289,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,14.93,VAL-d149ab9e091c2df5c3638f47,明显偏贵
688729.SH,屹唐股份,VAL-489187ff8dbc1fd7ec991a75,2026-08-26,VAL-c858cd127085771ccdd441a5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,7.144555,16.212643,31.695718,6.786,15.399,30.69534,0.05283741266621589,SSE,0,0,,,2026,4,6,0.28624017106741195,0.29,0.013135224586288352,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,23.98,VAL-489187ff8dbc1fd7ec991a75,偏贵
688766.SH,普冉股份,VAL-e3688bad2a2e69774267fc29,2026-08-26,VAL-9ccd0b58f70eac15ba7325fa,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,165.875519,365.901881,729.364416,68.088502,150.195225,299.389148,1.436175189550433,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,401.18,VAL-e3688bad2a2e69774267fc29,偏贵
688768.SH,容知日新,VAL-c7eb1c12dfdc35531703e766,2026-08-26,VAL-d9dfa3b1c9951ab694196d58,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,4.443283,10.164374,19.03642,24.21,57.745333,109.716133,-0.8217607510666817,SSE,0,0,,,,0,1,,1.49,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,41.06,VAL-c7eb1c12dfdc35531703e766,明显偏贵
688772.SH,珠海冠宇,VAL-dc8397fb416a1f4c9e334366,2026-08-26,VAL-29ed92b82687a93021cb6f40,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,5.715739,9.526232,15.241972,13.2457,30.493167,60.1151,-0.651523415089833,SSE,0,0,,,,0,8,,0.58,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,15.63,VAL-dc8397fb416a1f4c9e334366,明显偏贵
688776.SH,国光电气,VAL-708340d7a6a3f5a35d6c46ac,2026-08-26,VAL-4129309d868e223389392162,2026-08-28,沿用,本周已复核、合理价值不变,15.753482,28.356268,47.260446,15.753482,28.356268,47.260446,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,48.08,VAL-708340d7a6a3f5a35d6c46ac,明显偏贵
688785.SH,恒运昌,VAL-5e1dfab25bca8adb59b576a3,2026-08-26,VAL-4fafe3f584e39b884e2e49c2,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,24.885642,58.824235,116.89552,40.248,96.75,192.855,-0.3889700798551803,SSE,0,0,,,2026,2,1,1.9940418619990685,1.72,-0.13743034548148148,机构EPS变化-13.7%,2026-08-28,263.0,VAL-5e1dfab25bca8adb59b576a3,明显偏贵
688786.SH,悦安新材,VAL-bcab55c19b56a64f43714e47,2026-08-26,VAL-43658e423d304cc23f0c86e5,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,14.513419,32.014896,59.827837,17.88,41.124,77.96425,-0.21143795335909443,SSE,0,0,,,,0,2,,0.745,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,27.51,VAL-bcab55c19b56a64f43714e47,基本合理
688787.SH,海天瑞声,VAL-090cce49cbcf4b96537c4a00,2026-08-26,VAL-117c6d1532756709e5c41212,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,13.033364,32.490579,60.850212,9.1125,21.735,41.2965,0.47577414701353415,SSE,0,0,,,2026,1,4,0.9283022446016738,0.675,-0.2728661339285714,机构EPS变化-27.3%,2026-08-28,94.02,VAL-090cce49cbcf4b96537c4a00,明显偏贵
688788.SH,科思科技,VAL-7c118608176f398039ba93d4,2026-08-26,VAL-d658f3e2b847c57f48c4d315,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,10.541505,18.97471,31.624516,11.208436,20.175184,33.625307,-0.05950253667358951,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,29.85,VAL-7c118608176f398039ba93d4,偏贵
688790.SH,昂瑞微,VAL-d7b0bf11c0de666af2025d79,2026-08-26,VAL-13684dcabb7fbed75892638e,2026-08-28,沿用,本周已复核、合理价值不变,24.57311,40.955183,65.528293,24.57311,40.955183,65.528293,0.0,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,112.82,VAL-d7b0bf11c0de666af2025d79,明显偏贵
688795.SH,摩尔线程,VAL-a723fd2303e5ab76e355ccc9,2026-08-26,VAL-acf8bb5a9910a97ae04b703f,2026-08-28,沿用,本周已复核、合理价值不变,23.315741,38.859568,62.175309,23.315741,38.859568,62.175309,0.0,SSE,0,0,,,,0,11,,-0.428083333333,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,533.88,VAL-a723fd2303e5ab76e355ccc9,明显偏贵
688798.SH,艾为电子,VAL-6c4fd3edf615bc3a228dd889,2026-08-26,VAL-37d9fd085050409c84841681,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,11.822879,26.079881,51.985895,38.532,87.438,174.29308,-0.6991128046360244,SSE,0,0,,,,0,4,,1.646666666667,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,62.51,VAL-6c4fd3edf615bc3a228dd889,明显偏贵
688800.SH,瑞可达,VAL-ae22231c9861e259208f529c,2026-08-26,VAL-8e72110f8408b83c40cfd128,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,17.56978,40.192306,75.274448,27.72,66.117333,125.622933,-0.3844445046194993,SSE,0,0,,,,0,5,,1.904,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,64.78,VAL-ae22231c9861e259208f529c,偏贵
688802.SH,沐曦股份,VAL-acbc178bad2a285113546d75,2026-08-26,VAL-12cb1b862cedf4f8ec7b5206,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,29.464267,49.107112,78.571379,4.953,11.2395,22.40407,3.8523315732592254,SSE,0,0,,,2026,3,6,0.10247438140464883,0.211666666667,1.0655569105723584,机构EPS变化+106.6%,2026-08-28,674.9,VAL-acbc178bad2a285113546d75,明显偏贵
688808.SH,联讯仪器,VAL-18ad641d9818e625b7c98ad6,2026-08-26,VAL-53b0db36b20f57ae1e07ca9d,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,148.058181,349.977272,695.474834,190.85976,433.10484,863.322314,-0.20182097990815506,SSE,0,0,,,2026,7,11,11.863636325118064,10.841545454546,-0.08615325373789995,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,2279.02,VAL-18ad641d9818e625b7c98ad6,明显偏贵
688820.SH,盛合晶微,VAL-3015402dd73d9f7fafba9dbe,2026-08-26,VAL-90db8581ef06423423ac307e,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,12.913643,33.111906,64.733775,21.429342,46.388222,90.688974,-0.32133290720970165,SSE,0,0,,,2026,1,4,0.5518650928502792,0.6025,0.09175232825145918,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,127.55,VAL-3015402dd73d9f7fafba9dbe,明显偏贵
688825.SH,长鑫科技集团股份有限公司,VAL-59fbcd4082a5ba40e3dc6568,2026-08-26,VAL-08ce19797b34ad64b548e204,2026-08-28,沿用,本周已复核、合理价值不变,1.466328,2.199491,3.054849,1.466328,2.199491,3.054849,0.0,SSE,0,0,,,2026,7,6,2.16602991523192,2.19625,0.013951831669344328,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,58.6,VAL-59fbcd4082a5ba40e3dc6568,明显偏贵
688981.SH,中芯国际,VAL-6cbb4a01d86d279c56329829,2026-08-26,VAL-3723a9bfcb019cf4ed39f975,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,21.911212,53.036369,103.686101,20.8962,50.57952,98.882962,0.04857399127983597,SSE,0,0,,,2026,6,12,0.9363765669335657,0.893,-0.04632384925609012,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,125.88,VAL-6cbb4a01d86d279c56329829,明显偏贵
920012.BJ,创达新材,VAL-1ba0acb6c450313301cadb48,2026-08-26,VAL-3afa5c68dc77b292fb330804,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,18.809457,43.220259,85.887298,35.267731,77.796466,155.074289,-0.4513761416445562,CNInfo,0,0,,,,0,0,,,,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,52.76,VAL-1ba0acb6c450313301cadb48,偏贵
920179.BJ,凯德石英,VAL-88025e2c7b936a024f928469,2026-08-26,VAL-2f6e030eff9ed9f95758b1c9,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,9.114003,20.681775,41.225672,12.9285,29.33775,58.479915,-0.29504562150652114,CNInfo,0,0,,,2026,3,6,0.3894872920906762,0.426666666667,0.0954572211502811,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,52.91,VAL-88025e2c7b936a024f928469,明显偏贵
920185.BJ,贝特瑞,VAL-86091c0f725851ec9c284e25,2026-08-26,VAL-c5ce985c176b94ce1aab1f35,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,14.319309,36.104241,69.753393,13.4775,34.4425,67.5073,0.052244365609348975,CNInfo,8,1,2026-08-28 2026年半年度报告,https://static.cninfo.com.cn/finalpage/2026-08-28/1225531200.PDF,2026,2,5,1.22387256336703,1.198,-0.021139916149318094,1条相关标题需正文核验,2026-08-28,20.89,VAL-86091c0f725851ec9c284e25,基本合理
920418.BJ,苏州轴承厂股份有限公司,VAL-0f46735a4c03629685fe8f7b,2026-08-26,VAL-bc47d6ab19c9555c1cd4fa30,2026-08-28,改变,本周全量中报正式版本已改变合理价值区间；截止W未发现新的未决触发项,13.047235,30.70375,57.503737,14.2875,34.078333,64.748833,-0.09541545578259769,CNInfo,0,0,,,2026,3,9,0.9292902438063728,1.007777777778,0.08445965562937818,本周已复核，未发现触发模型重算的新有效事实，合理价值不变,2026-08-28,18.08,VAL-0f46735a4c03629685fe8f7b,基本合理
920522.BJ,纳科诺尔,VAL-898de2fc87d59ec70707bb31,2026-08-26,VAL-a10d79a124da011f10f7a646,2026-08-28,待复核,存在截止时点后法定披露候选、机构预期显著差异或既有模型缺口；未据此自动改估值,19.157807,48.245392,90.789057,26.4,63.611429,121.44,-0.25117065967256214,CNInfo,6,1,2026-08-26 2026年半年度报告,https://static.cninfo.com.cn/finalpage/2026-08-26/1225513984.PDF,2026,1,7,0.7017511626102898,1.004285714286,0.4311137163640435,1条相关标题需正文核验；机构EPS变化+43.1%,2026-08-28,18.45,VAL-898de2fc87d59ec70707bb31,偏低
ticker,company,valuation_id,valuation_date,active_from,prior_valuation_id,review_through,review_status,disposition,base_low,base_high,optimistic_high,prior_base_low,prior_base_high,prior_optimistic_high,base_midpoint_delta_pct,announcement_source,announcement_count,relevant_candidate_count,candidate_titles,candidate_urls,baseline_consensus_year,baseline_consensus_count,current_consensus_count,baseline_consensus_eps,current_consensus_eps,consensus_eps_delta_pct,review_reason,preview_trade_date,preview_close,preview_valuation_id,preview_label
000012.SZ,南玻A,VAL-71535c2992d2d875d10263cc,2026-09-03,2026-09-04,VAL-8acd8afcddd11eb030be5b99,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.74069,5.818851,9.143909,3.820213,5.942553,9.338297,-0.020816334223313304,SZSE,0,0,,,,,2,,0.115,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.72,VAL-71535c2992d2d875d10263cc,偏低
000017.SZ,深中华A,VAL-cc01715ae2b12159671db508,2026-08-26,2026-08-27,VAL-7674e07899adaa47b76b4cc3,2026-09-04,沿用,本周已复核、合理价值不变,0.512789,1.218165,2.401525,0.473344,1.160157,2.241423,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.52,VAL-cc01715ae2b12159671db508,明显偏贵
000020.SZ,深华发A,VAL-100dacbd76d6e059e3003642,2026-08-26,2026-08-27,VAL-860fbe6d8958870d6c2c97f6,2026-09-04,沿用,本周已复核、合理价值不变,1.345527,3.091743,6.143912,1.261431,2.968073,5.802583,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.28,VAL-100dacbd76d6e059e3003642,明显偏贵
000021.SZ,深科技,VAL-904b8da5dd0ec20e562fdd5c,2026-08-26,2026-08-27,VAL-606eeecf9fa8edb5338a8fa0,2026-09-04,沿用,本周已复核、合理价值不变,11.240271,25.713039,48.156849,13.1625,31.395,59.6505,,SZSE,0,0,,,,0,2,,0.975,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.52,VAL-904b8da5dd0ec20e562fdd5c,偏贵
000029.SZ,深深房A,VAL-542fc3915c0dd79f91693bb7,2026-08-26,2026-08-27,VAL-ab6ec9e803f6c2905b717f99,2026-09-04,沿用,本周已复核、合理价值不变,2.649945,4.239912,6.359867,1.99896,4.703435,9.195215,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.16,VAL-542fc3915c0dd79f91693bb7,明显偏贵
000039.SZ,中集集团,VAL-3495f556f1d0efc1fa29f682,2026-09-03,2026-09-04,VAL-618269b7aadae66431f62ddf,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,8.322488,13.870813,22.1933,8.470454,14.117424,22.587878,-0.01746852891626216,SZSE,0,0,,,2026,1,8,0.6560939500277848,0.563,-0.1418911880285475,机构EPS变化-14.2%,2026-09-04,9.39,VAL-3495f556f1d0efc1fa29f682,基本合理
000049.SZ,德赛电池,VAL-495d26cf90f5c14986f088a6,2026-08-26,2026-08-27,VAL-ce23dafa854f9be49df8bae2,2026-09-04,沿用,本周已复核、合理价值不变,9.506255,22.582733,44.520245,12.71203,28.447637,56.082484,,SZSE,0,0,,,,0,1,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.13,VAL-495d26cf90f5c14986f088a6,偏贵
000059.SZ,华锦股份,VAL-8ebb1694fe1a3cd20fad482e,2026-08-26,2026-08-27,VAL-68a56efe1e361e2bc3f62b07,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,5.675585,9.459309,15.134894,2.4453,6.0534,12.066444,,SZSE,0,0,,,2026,1,2,0.36700286907525204,0.555,0.5122497581516186,机构EPS变化+51.2%,2026-09-04,5.75,VAL-8ebb1694fe1a3cd20fad482e,基本合理
000063.SZ,中兴通讯,VAL-2a5c6d3d0b838dff20783b30,2026-08-26,2026-08-27,VAL-09a498e32149210591a3dd85,2026-09-04,沿用,本周已复核、合理价值不变,16.914797,39.805191,78.473091,18.0315,43.008467,86.016933,,SZSE,0,0,,,2026,2,11,1.204757597914013,1.2773,0.06021327627365958,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.07,VAL-2a5c6d3d0b838dff20783b30,基本合理
000065.SZ,北方国际,VAL-59d8c3b4edd7a0f4332ab473,2026-08-26,2026-08-27,VAL-56413e0c7012933e85691343,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,9.829707,23.354585,43.739802,10.875,25.938889,49.283889,,SZSE,0,0,,,2026,1,9,0.6672738663690957,0.774444444444,0.16060958397496106,机构EPS变化+16.1%,2026-09-04,9.79,VAL-59d8c3b4edd7a0f4332ab473,偏低
000066.SZ,中国长城,VAL-8c335bc2b4d2be90e3f194de,2026-09-03,2026-09-04,VAL-5812313ba180548c325fce55,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,3.161083,5.268472,8.429555,3.050038,5.083396,8.133434,0.03640786905014548,SZSE,0,0,,,2026,1,8,0.1714303913275829,0.061428571429,-0.641670470718244,机构EPS变化-64.2%,2026-09-04,14.23,VAL-8c335bc2b4d2be90e3f194de,明显偏贵
000099.SZ,中信海直,VAL-ed40118cf0ee8916b9858697,2026-08-26,2026-08-27,VAL-1626937431b26a56d6ebd915,2026-09-04,沿用,本周已复核、合理价值不变,5.04417,11.538952,21.610808,6.435,15.348667,29.162467,,SZSE,0,0,,,,0,4,,0.395,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.87,VAL-ed40118cf0ee8916b9858697,偏贵
000157.SZ,中联重科,VAL-85206a05a25ecddfc4557841,2026-09-03,2026-09-04,VAL-7ed1abdcc1873ef867074fe5,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.261464,19.441507,36.411166,9.70304,22.833934,42.764696,-0.14856953200380585,SZSE,0,0,,,2026,8,28,0.5886690475408962,0.646962962963,0.09902663587565974,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.62,VAL-85206a05a25ecddfc4557841,偏低
000158.SZ,常山北明,VAL-64eeff9bc89fb6a6a485d09e,2026-09-03,2026-09-04,VAL-e9afa376f8fd99b0b9b8cc88,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.953784,4.922973,7.876757,2.984975,4.974959,7.959934,-0.010449458500535469,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.61,VAL-64eeff9bc89fb6a6a485d09e,明显偏贵
000338.SZ,潍柴动力,VAL-f3febd4ad522f85e4494f0bf,2026-09-03,2026-09-04,VAL-bf32859c30dbf9de98f139c2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,21.305012,50.360404,100.076195,20.690239,48.907216,97.188419,0.029713169827833674,SZSE,0,0,,,2026,7,19,1.7000723296692772,1.675263157895,-0.01459300956865972,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.85,VAL-f3febd4ad522f85e4494f0bf,基本合理
000400.SZ,许继电气,VAL-fc07204a22e9bc260e18e5db,2026-08-26,2026-08-27,VAL-9cb37b3343f8b320fdf98ca3,2026-09-04,沿用,本周已复核、合理价值不变,25.814633,58.579361,115.485025,18.50472,41.99148,81.556786,,SZSE,0,0,,,2026,6,17,1.1819887118919588,1.285625,0.08767959208523668,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.92,VAL-fc07204a22e9bc260e18e5db,偏低
000408.SZ,藏格矿业,VAL-2c27b68249ab9ff7aabb8ccb,2026-08-26,2026-08-27,VAL-33a23c184a20032212855202,2026-09-04,沿用,本周已复核、合理价值不变,9.856545,16.427575,26.28412,39.714,96.128246,198.98547,,SZSE,0,0,,,2026,10,14,5.3068802537051765,5.185714285714,-0.02283186395746928,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,75.62,VAL-2c27b68249ab9ff7aabb8ccb,明显偏贵
000420.SZ,吉林化纤,VAL-46dbe891715a0e0563a276b9,2026-09-03,2026-09-04,VAL-26d1d49d3933947ebecceb49,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.627052,2.711754,4.338806,1.625297,2.708828,4.334124,0.001080033455426399,SZSE,0,0,,,,,3,,0.055,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.82,VAL-46dbe891715a0e0563a276b9,偏贵
000422.SZ,湖北宜化,VAL-ed0175995d31ce1776cafa3d,2026-08-26,2026-08-27,VAL-872873e26baf045e88dc89e7,2026-09-04,沿用,本周已复核、合理价值不变,6.646405,16.453339,32.796989,6.962057,17.234743,34.354587,,SZSE,0,0,,,2026,7,8,0.7746393109370326,0.81125,0.04726159458481627,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.44,VAL-ed0175995d31ce1776cafa3d,基本合理
000425.SZ,徐工机械,VAL-dda6d93aad40dd7490751830,2026-09-03,2026-09-04,VAL-01500df7449d915af5c0bdc9,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.029748,21.249493,39.797264,9.654683,22.720137,42.551571,-0.06472866876171046,SZSE,0,0,,,2026,9,25,0.643229838009036,0.6786,0.05498837258614109,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.14,VAL-dda6d93aad40dd7490751830,偏低
000426.SZ,兴业银锡,VAL-9ea0bb1e4510107f885f1a7c,2026-09-03,2026-09-04,VAL-9961cae160e8ba5bad83298a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,20.062764,50.5856,97.73138,20.658426,52.087485,100.633021,-0.028833881810896633,SZSE,0,0,,,2026,3,9,2.2350680263406586,2.193333333333,-0.018672672382141542,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,38.44,VAL-9ea0bb1e4510107f885f1a7c,基本合理
000505.SZ,京粮控股,VAL-c2263c29ea6482878417f30c,2026-09-03,2026-09-04,VAL-7c399fce8b6ae6e95017a51b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.553848,5.923081,9.476929,3.554484,5.92414,9.478624,-0.00017882342415942443,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.06,VAL-c2263c29ea6482878417f30c,偏贵
000506.SZ,招金黄金,VAL-f8f2a6cc12647b1044a81010,2026-08-26,2026-08-27,VAL-5b2c71b8ebc96eacecb61c6f,2026-09-04,沿用,本周已复核、合理价值不变,2.609111,5.995199,11.91366,3.3696,9.0,17.388,,SZSE,0,0,,,,0,1,,0.36,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.64,VAL-f8f2a6cc12647b1044a81010,明显偏贵
000507.SZ,珠海港,VAL-a0687f20c563e4915f072da3,2026-09-03,2026-09-04,VAL-cfd7dd3ec7d5d14693cfa81b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.034875,7.209546,14.213104,2.844428,6.951177,13.703749,0.0458180990352306,SZSE,0,0,,,,,4,,0.2725,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.07,VAL-a0687f20c563e4915f072da3,基本合理
000510.SZ,新金路,VAL-4bf21b5c3acc4530863fa342,2026-09-03,2026-09-04,VAL-263c6250c520165807cfcaab,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.399627,2.332711,3.732338,1.431185,2.385308,3.816493,-0.02205034831715924,SZSE,1,1,2026-09-04 新金路：关于参加四川辖区2026年投资者网上集体接待日及半年度报告业绩说明会活动的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-09-04/3bf8b586-57aa-4509-a0a0-9c0feb591f63.PDF,,,5,,-0.045,,仅为业绩说明会/投资者接待日通知，无新增经营或财务事实,2026-09-04,16.0,VAL-4bf21b5c3acc4530863fa342,明显偏贵
000519.SZ,中兵红箭,VAL-62436ca1205432dbddca40b6,2026-08-26,2026-08-27,VAL-8ee59b0c3b7b5b88f6bf0199,2026-09-04,沿用,本周已复核、合理价值不变,1.723588,3.548564,6.715911,6.28125,13.48375,25.8888,,SZSE,0,0,,,,0,5,,0.335,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.8,VAL-62436ca1205432dbddca40b6,明显偏贵
000523.SZ,红棉股份,VAL-4e120186ad2db830bd677748,2026-09-03,2026-09-04,VAL-c81631a5236852e9e7e05e6f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.539428,1.239495,2.463124,0.552636,1.269844,2.523434,-0.023899850752820417,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.37,VAL-4e120186ad2db830bd677748,明显偏贵
000546.SZ,金圆股份,VAL-c3dbb0313317770ebe85a28b,2026-08-26,2026-08-27,VAL-0a85b53a2025eebea96fc14e,2026-09-04,沿用,本周已复核、合理价值不变,4.237581,7.062635,11.300217,4.237581,7.062635,11.300217,,SZSE,3,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.63,VAL-c3dbb0313317770ebe85a28b,基本合理
000547.SZ,航天发展,VAL-fb51ef28515ea8e4cef9a48d,2026-08-26,2026-08-27,VAL-a30465199aae94a5599075f1,2026-09-04,沿用,本周已复核、合理价值不变,2.289039,4.120269,6.867116,2.360035,4.248062,7.080104,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.61,VAL-fb51ef28515ea8e4cef9a48d,明显偏贵
000552.SZ,甘肃能化,VAL-d176864adeb1d97f526f797b,2026-08-26,2026-08-27,VAL-3b7b067fa30fdccf666cbd6b,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,2.842875,4.738125,7.581,0.988,2.391467,4.950336,,SZSE,0,0,,,2026,2,4,0.10641258421386343,0.095,-0.10724844526777877,机构EPS变化-10.7%,2026-09-04,2.56,VAL-d176864adeb1d97f526f797b,偏低
000560.SZ,我爱我家,VAL-8acaa2e98638148563fa1042,2026-09-03,2026-09-04,VAL-2c43be0666171b2733c4ca44,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.576303,5.960505,9.536808,3.546293,5.910488,9.456781,0.008462393281604141,SZSE,0,0,,,2026,2,4,0.08151132695133126,0.075,-0.07988248007812515,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.15,VAL-8acaa2e98638148563fa1042,偏低
000561.SZ,烽火电子,VAL-944837aa3ce9d697facefe7b,2026-09-03,2026-09-04,VAL-12b56b9f6a6a6c3479620393,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.280011,5.90402,9.840033,3.3632,6.05376,10.089601,-0.02473505250101926,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.86,VAL-944837aa3ce9d697facefe7b,偏贵
000591.SZ,太阳能,VAL-48083e7be4a87785335c71d7,2026-09-03,2026-09-04,VAL-96fb1721d47b3cbf3f800930,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.622736,6.789628,13.385267,1.937267,4.602106,9.072723,0.43933737989865396,SZSE,0,0,,,2026,1,1,0.2586525040677108,0.26,0.005209676732673252,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.24,VAL-48083e7be4a87785335c71d7,基本合理
000595.SZ,新能股份,VAL-aae9150b2acbee4f8fe17622,2026-08-26,2026-08-27,VAL-9a4f28b9d4b00f571695eca4,2026-09-04,沿用,本周已复核、合理价值不变,0.405114,0.675189,1.080303,1.35,3.5,6.65,,SZSE,0,0,,,,0,1,,0.1,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.6,VAL-aae9150b2acbee4f8fe17622,明显偏贵
000603.SZ,盛达资源,VAL-75e86fe63ed44f26cd135d13,2026-08-26,2026-08-27,VAL-c755f8d19e2f06b026aec017,2026-09-04,沿用,本周已复核、合理价值不变,20.764749,49.08334,97.538413,16.86048,42.511467,82.132154,,SZSE,0,0,,,2026,3,7,1.6638420339329103,1.802571428571,0.08337894572249005,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.16,VAL-75e86fe63ed44f26cd135d13,基本合理
000636.SZ,风华高科,VAL-ff6e1f670ec74dbc9f38b73e,2026-09-03,2026-09-04,VAL-1f148f4a0f7a26d0209e7387,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.499522,20.091017,39.92487,7.534296,17.809434,35.390907,0.12811093710357557,SZSE,0,0,,,2026,2,5,0.6810514380425515,0.655,-0.038251792136916096,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,48.41,VAL-ff6e1f670ec74dbc9f38b73e,明显偏贵
000657.SZ,中钨高新,VAL-f443477fe904c0c00cd338a3,2026-08-26,2026-08-27,VAL-234ef5340302711856b6b9be,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,28.11363,70.396709,139.892339,19.17162,48.3387,93.390368,,SZSE,0,0,,,2026,1,12,2.252694675740993,2.01325,-0.10629255634132073,机构EPS变化-10.6%,2026-09-04,57.64,VAL-f443477fe904c0c00cd338a3,基本合理
000665.SZ,湖北广电,VAL-937ec7307dcd6c87a025be79,2026-08-26,2026-08-27,VAL-867cfa9cb378ce4527587a0d,2026-09-04,沿用,本周已复核、合理价值不变,2.418864,4.03144,6.450303,2.418864,4.03144,6.450303,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.16,VAL-937ec7307dcd6c87a025be79,偏贵
000668.SZ,荣丰控股,VAL-f409bfa816dcda9d480a2409,2026-08-26,2026-08-27,VAL-c760ac36eadedadbfc1d7682,2026-09-04,待复核,已核验新增法定事实，但其利润、摊薄或估值倍数影响尚需模型级核算；现区间暂不篡改,3.75808,6.012928,9.019392,2.040637,4.801499,9.386931,,SZSE,5,3,2026-09-04 荣丰控股：上海市锦天城（武汉）律师事务所关于荣丰控股2026年限制性股票激励计划调整及首次授予事项的法律意见书；2026-09-04 荣丰控股：荣丰控股集团董事会薪酬与考核委员会关于2026年限制性股票激励计划调整及授予事项的核查意见；2026-09-04 荣丰控股：荣丰控股集团关于向2026年限制性股票激励计划激励对象授予限制性股票的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-09-04/c5e0de7b-7ed5-434c-babe-2f17bee9eb8e.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-09-04/b2d435bb-99dc-46d5-b194-c187d960b9f6.PDF；https://disc.static.szse.cn/disc/disk03/finalpage/2026-09-04/98b3bf21-43b7-4569-aea6-497a7d98ba62.PDF,,0,0,,,,限制性股票首次授予404.5万股、约占授予前总股本2.75%，需核定摊薄与费用影响,2026-09-04,21.75,VAL-f409bfa816dcda9d480a2409,明显偏贵
000672.SZ,上峰材料,VAL-a4392e414de1d1d64077acfd,2026-08-26,2026-08-27,VAL-180d09f36919b2e7828b5aa5,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,23.838631,58.256535,114.848598,11.213713,27.403927,54.024884,,SZSE,0,0,,,2026,2,10,2.3509497594609092,1.6493,-0.298453744763054,机构EPS变化-29.8%,2026-09-04,14.89,VAL-a4392e414de1d1d64077acfd,偏低
000682.SZ,东方电子,VAL-edc7ba2cb1aceee5d7cd31ef,2026-08-26,2026-08-27,VAL-9cc0ef639c10fba69d0d5ec4,2026-09-04,沿用,本周已复核、合理价值不变,10.807032,24.52365,47.630378,10.83888,24.59592,47.770742,,SZSE,0,0,,,2026,3,5,0.7697316415734736,0.772,0.002946947096899244,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.17,VAL-edc7ba2cb1aceee5d7cd31ef,基本合理
000683.SZ,博源化工,VAL-e0cb6de39b025cf16aa75e79,2026-08-26,2026-08-27,VAL-972ad7c27abf64ef7a06fb6a,2026-09-04,沿用,本周已复核、合理价值不变,4.050119,10.026169,19.985496,4.173557,10.331743,20.594607,,SZSE,0,0,,,2026,4,14,0.472041837698989,0.486428571429,0.030477666556296024,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.37,VAL-e0cb6de39b025cf16aa75e79,基本合理
000697.SZ,炼石航空,VAL-760fe19e54501f92b4580bd3,2026-08-26,2026-08-27,VAL-9f4befa92bcfd64e8cfd7352,2026-09-04,沿用,本周已复核、合理价值不变,2.330121,4.194217,6.990362,2.413885,4.344993,7.241655,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.17,VAL-760fe19e54501f92b4580bd3,明显偏贵
000700.SZ,模塑科技,VAL-bbc3be99bc2ce2741f39e3ee,2026-08-26,2026-08-27,VAL-14ff20a8d8bd0e6bb5559e89,2026-09-04,沿用,本周已复核、合理价值不变,8.284846,18.952263,35.494881,8.775,20.93,39.767,,SZSE,1,0,,,,0,7,,0.661428571429,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.1,VAL-bbc3be99bc2ce2741f39e3ee,基本合理
000707.SZ,双环科技,VAL-dc60bdd6f32c3a3d90bbe8ca,2026-08-26,2026-08-27,VAL-5ce183e400e4a99143c8034c,2026-09-04,沿用,本周已复核、合理价值不变,4.175464,6.959106,11.13457,4.256302,7.093836,11.350138,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.64,VAL-dc60bdd6f32c3a3d90bbe8ca,基本合理
000708.SZ,中信特钢,VAL-902e244899211e696783db97,2026-08-26,2026-08-27,VAL-87c95291751237dbdaec06c9,2026-09-04,沿用,本周已复核、合理价值不变,16.200692,36.808091,73.145038,23.1426,53.277,105.0318,,SZSE,0,0,,,2026,4,8,1.247731890652391,1.261428571429,0.01097726272704902,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.59,VAL-902e244899211e696783db97,偏低
000723.SZ,美锦能源,VAL-0d16fa1e990fbd9691dd5961,2026-09-03,2026-09-04,VAL-4e92b42a49e73117a11b2779,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.545813,4.243021,6.788834,2.606098,4.343496,6.949594,-0.023132286576741046,SZSE,1,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.78,VAL-0d16fa1e990fbd9691dd5961,基本合理
000731.SZ,四川美丰,VAL-f57719dcc116f618cfa8a03c,2026-08-26,2026-08-27,VAL-ad66a28dbd8b63b6bdff9378,2026-09-04,沿用,本周已复核、合理价值不变,6.231803,10.386339,16.618142,6.261271,10.435451,16.696722,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.48,VAL-f57719dcc116f618cfa8a03c,基本合理
000733.SZ,振华科技,VAL-aa191139d3393e7849e4d82d,2026-08-26,2026-08-27,VAL-6668ebbc2d62a80ce91217f4,2026-09-04,沿用,本周已复核、合理价值不变,33.61223,69.20165,130.969066,37.875,81.305,156.1056,,SZSE,0,0,,,,0,4,,1.825,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.28,VAL-aa191139d3393e7849e4d82d,基本合理
000735.SZ,罗牛山,VAL-4ea953085c6b19093e296f32,2026-08-26,2026-08-27,VAL-f3c988c9053368a1a6fb7205,2026-09-04,沿用,本周已复核、合理价值不变,3.113422,5.189037,8.30246,3.113422,5.189037,8.30246,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.13,VAL-4ea953085c6b19093e296f32,偏贵
000738.SZ,航发控制,VAL-74c216006a1014ffbc09bf49,2026-08-26,2026-08-27,VAL-a5a28487cf8360e005dcc355,2026-09-04,沿用,本周已复核、合理价值不变,5.826941,12.341163,23.356532,6.070312,13.030937,25.0194,,SZSE,0,0,,,2026,2,10,0.2988175036353716,0.321,0.07423426035877867,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.58,VAL-74c216006a1014ffbc09bf49,偏贵
000739.SZ,普洛药业,VAL-1f08b0bcebdba8b11bbe924a,2026-08-26,2026-08-27,VAL-ce88016b99b90982304396a8,2026-09-04,沿用,本周已复核、合理价值不变,16.291583,37.50515,73.938724,12.784659,32.234824,62.277679,,SZSE,3,0,,,2026,7,17,0.9081150103421178,0.905,-0.0034301936501900387,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.35,VAL-1f08b0bcebdba8b11bbe924a,基本合理
000768.SZ,中航西飞,VAL-3f2ced826d0e98610a0e13cd,2026-08-26,2026-08-27,VAL-f97fe9342205da690e5cc2f5,2026-09-04,沿用,本周已复核、合理价值不变,9.855351,22.364066,44.089158,5.211818,12.615273,24.662858,,SZSE,0,0,,,2026,2,15,0.4512523305874962,0.442,-0.020503673799203148,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.7,VAL-3f2ced826d0e98610a0e13cd,偏贵
000777.SZ,中核科技,VAL-493c6146d076cee728b93b19,2026-08-26,2026-08-27,VAL-f601d53a144f590b42c9df0b,2026-09-04,沿用,本周已复核、合理价值不变,5.521231,12.630266,23.654685,6.075,15.75,29.925,,SZSE,0,0,,,,0,1,,0.4,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.99,VAL-493c6146d076cee728b93b19,偏贵
000792.SZ,盐湖股份,VAL-fd0bb870cb70f5e67e8f6cd2,2026-08-26,2026-08-27,VAL-4c1fcbb2aa548f8f81f54292,2026-09-04,沿用,本周已复核、合理价值不变,22.860822,47.626712,81.189537,21.54369,38.551867,59.528618,,SZSE,0,0,,,,0,18,,2.209444444444,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.65,VAL-fd0bb870cb70f5e67e8f6cd2,基本合理
000795.SZ,英洛华,VAL-837d156401242965055349c7,2026-08-26,2026-08-27,VAL-0e21700b4e9acd8773229ea3,2026-09-04,沿用,本周已复核、合理价值不变,2.333689,5.338503,9.998254,2.414667,5.523747,10.49512,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.47,VAL-837d156401242965055349c7,偏贵
000800.SZ,一汽解放,VAL-a68e352bde8142b747232bf1,2026-09-03,2026-09-04,VAL-bc0299051d870147963dcb7e,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,4.825679,8.042798,12.868476,4.843651,8.072752,12.916403,-0.003710475741582231,SZSE,0,0,,,2026,1,3,0.20076073790930013,0.243333333333,0.21205638048079578,机构EPS变化+21.2%,2026-09-04,6.08,VAL-a68e352bde8142b747232bf1,基本合理
000801.SZ,四川九洲,VAL-50cc5b611609d07d081164ad,2026-09-03,2026-09-04,VAL-77400934973a03f5436caac9,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.366159,12.177053,22.755867,2.671701,5.893458,11.0134,1.0482062271114874,SZSE,0,0,,,2026,2,3,0.2149903346003204,0.22,0.023301816842105305,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.68,VAL-50cc5b611609d07d081164ad,偏贵
000802.SZ,北京文化,VAL-d395cfdae6006bbbedfcb050,2026-08-26,2026-08-27,VAL-53131fb119659d857669a535,2026-09-04,沿用,本周已复核、合理价值不变,0.744056,1.240094,1.98415,0.744056,1.240094,1.98415,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.17,VAL-d395cfdae6006bbbedfcb050,明显偏贵
000807.SZ,云铝股份,VAL-b5f69f6aa192476ff259001e,2026-09-03,2026-09-04,VAL-8578018e10b41b55d9cf6ffa,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,39.432318,99.423366,192.085944,37.383781,94.258251,182.106941,0.05479748291943709,SZSE,0,0,,,2026,7,20,4.198807543971468,3.8838,-0.07502309659887785,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.95,VAL-b5f69f6aa192476ff259001e,偏低
000815.SZ,美利云,VAL-a7849c1019d6895c94f6e9d2,2026-08-26,2026-08-27,VAL-5fa38fef0dcc7508abb8ee11,2026-09-04,沿用,本周已复核、合理价值不变,2.672452,5.895114,11.621796,2.481562,5.614394,10.847009,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.18,VAL-a7849c1019d6895c94f6e9d2,明显偏贵
000830.SZ,鲁西化工,VAL-fa5cb1ef6ba679a6365ff775,2026-09-03,2026-09-04,VAL-0ecefb55eb6cd26489fa7f06,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,10.182538,26.702459,53.226901,8.92549,22.095269,44.043235,0.1890423764292808,SZSE,0,0,,,2026,1,10,1.1867759482237297,0.993,-0.1632793018039823,机构EPS变化-16.3%,2026-09-04,12.74,VAL-fa5cb1ef6ba679a6365ff775,基本合理
000831.SZ,中国稀土,VAL-96ef37955029109bc7ab7d81,2026-08-26,2026-08-27,VAL-38e72b11a3a659162c22dc2a,2026-09-04,沿用,本周已复核、合理价值不变,5.318478,12.51585,23.440398,5.94,15.4,29.26,,SZSE,0,0,,,2026,3,4,0.37880900689878766,0.4,0.05594110149253728,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,56.21,VAL-96ef37955029109bc7ab7d81,明显偏贵
000837.SZ,秦川机床,VAL-e0244696f163a82f88f098ef,2026-09-03,2026-09-04,VAL-995a187e45b898aec49246af,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.360247,7.267079,11.627326,4.332692,7.221154,11.553847,0.00635978703541662,SZSE,0,0,,,2026,1,1,0.08991875515005394,0.09,0.0009035361956521992,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.86,VAL-e0244696f163a82f88f098ef,偏贵
000852.SZ,石化机械,VAL-df60d53067bc18dc528ae8c8,2026-09-03,2026-09-04,VAL-7d849541d3a66eadc8750df7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.964514,4.940857,7.905371,2.943808,4.906347,7.850154,0.007033746467426383,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.58,VAL-df60d53067bc18dc528ae8c8,偏贵
000875.SZ,电投绿能,VAL-3601c258993229289a5f7099,2026-08-26,2026-08-27,VAL-62a19ba8c2cedc8c75266905,2026-09-04,沿用,本周已复核、合理价值不变,0.62184,1.477221,2.912236,2.106,4.779,9.28188,,SZSE,1,0,,,,0,4,,0.145,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.86,VAL-3601c258993229289a5f7099,明显偏贵
000880.SZ,潍柴重机,VAL-e5b3104b1f7e40914c531756,2026-09-03,2026-09-04,VAL-6c7368411e1aa41415e8d6a4,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.623632,19.727262,36.946344,8.343198,19.085747,36.26292,0.03361226616627078,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.3,VAL-e5b3104b1f7e40914c531756,偏贵
000887.SZ,中鼎股份,VAL-bfdc2637b9df145dcec60317,2026-09-03,2026-09-04,VAL-0ea6cdf85dbd553b5de5aa63,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.252925,38.193423,75.897971,16.461594,38.911621,77.325173,-0.03479781695897555,SZSE,0,0,,,2026,1,6,1.2221895412908217,1.28,0.04730073098819143,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.56,VAL-bfdc2637b9df145dcec60317,基本合理
000893.SZ,亚钾国际,VAL-e99344d0a0b58e5f6cf6f9c4,2026-09-03,2026-09-04,VAL-76ce2b9f61b387c25dad86ca,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,32.190944,73.048681,123.208775,32.570793,73.910646,124.662623,-0.011662257870125092,SZSE,0,0,,,2026,8,22,3.4550304625061856,3.409545454545,-0.013164864522841935,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,48.41,VAL-e99344d0a0b58e5f6cf6f9c4,基本合理
000901.SZ,航天科技,VAL-2c3c449149a7589de9adaf64,2026-09-03,2026-09-04,VAL-4a96b247832e7e75deacea22,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.297771,9.535987,15.893312,5.32137,9.578465,15.964109,-0.004434747096192626,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.25,VAL-2c3c449149a7589de9adaf64,偏贵
000902.SZ,新洋丰,VAL-8c70eba02607e44f8e9d8fc4,2026-08-26,2026-08-27,VAL-1aeb5f2719645c671f61fa2a,2026-09-04,沿用,本周已复核、合理价值不变,11.757879,25.196231,43.463499,13.150197,24.228241,36.661154,,SZSE,0,0,,,2026,6,14,1.3345461537883727,1.345714285714,0.008368486840207412,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.33,VAL-8c70eba02607e44f8e9d8fc4,基本合理
000912.SZ,泸天化,VAL-0e0a0f7a51d8457aff2342f5,2026-08-26,2026-08-27,VAL-8d53579c34de7f4e0daa126c,2026-09-04,沿用,本周已复核、合理价值不变,3.649516,6.082526,9.732042,3.641188,6.068647,9.709835,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.21,VAL-0e0a0f7a51d8457aff2342f5,基本合理
000931.SZ,中关村,VAL-27cad4c991ea894b29dda8a4,2026-08-26,2026-08-27,VAL-16a8aeb839ca811332412c9f,2026-09-04,沿用,本周已复核、合理价值不变,1.900798,3.167996,5.068794,1.900798,3.167996,5.068794,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.53,VAL-27cad4c991ea894b29dda8a4,偏贵
000936.SZ,华西股份,VAL-8034591e5194816e2119aed6,2026-09-03,2026-09-04,VAL-01b070407010a64ac50ccbbb,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.983485,8.305809,13.289294,5.185931,8.643219,13.82915,-0.03903754026820161,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.58,VAL-8034591e5194816e2119aed6,基本合理
000938.SZ,紫光股份,VAL-c4d1e7022f0176e68e2df9eb,2026-09-03,2026-09-04,VAL-adee1207b5b86122379c9ab6,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,27.738316,62.944641,124.090863,19.819628,44.97531,88.665612,0.39953767684753405,SZSE,0,0,,,2026,6,18,1.2711183463962237,1.116388888889,-0.12172702718507744,机构EPS变化-12.2%,2026-09-04,35.27,VAL-c4d1e7022f0176e68e2df9eb,基本合理
000963.SZ,华东医药,VAL-af5bd5b84852b6c9ef9f2f94,2026-09-03,2026-09-04,VAL-93b9054a95b31c474337cd03,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,46.240007,107.639011,214.560429,47.639018,115.825634,230.879097,-0.05864040869214948,SZSE,0,0,,,2026,5,13,2.0288106531248524,2.135230769231,0.05245443479027245,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.37,VAL-af5bd5b84852b6c9ef9f2f94,偏低
000970.SZ,中科三环,VAL-7dee10e61c700b21d864ed02,2026-08-26,2026-08-27,VAL-66c67c22f62754378709a391,2026-09-04,沿用,本周已复核、合理价值不变,4.841272,8.068787,12.910059,2.0925,4.991,9.4829,,SZSE,0,0,,,2026,2,2,0.1558739678047444,0.155,-0.0056068875197889945,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.74,VAL-7dee10e61c700b21d864ed02,偏贵
000977.SZ,浪潮信息,VAL-7cd17ea7a75bb3b58cf98a43,2026-09-03,2026-09-04,VAL-91a55449e3fdadf6cd51da6e,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,90.302968,204.918273,408.470424,72.240781,163.931002,326.769131,0.25002757420855826,SZSE,0,0,,,2026,9,21,3.7109506820484284,3.203,-0.1368788554656949,机构EPS变化-13.7%,2026-09-04,77.72,VAL-7cd17ea7a75bb3b58cf98a43,偏低
000988.SZ,华工科技,VAL-8301ac50f782e946a65f55f6,2026-09-03,2026-09-04,VAL-6cf552e9102caa865151d312,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,49.220156,111.691892,222.639172,52.99021,120.247016,239.692385,-0.07114624428354677,SZSE,0,0,,,2026,3,9,2.136244870397947,2.336,0.09350759941899445,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,95.6,VAL-8301ac50f782e946a65f55f6,基本合理
001258.SZ,立新能源,VAL-9012712822e136c1c3068599,2026-08-26,2026-08-27,VAL-ba33146d3b20983e284ba204,2026-09-04,沿用,本周已复核、合理价值不变,1.703418,4.04658,7.977544,2.358578,5.202746,10.104888,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.29,VAL-9012712822e136c1c3068599,明显偏贵
001260.SZ,坤泰股份,VAL-9fc40e19d3cd78151ff4a113,2026-09-03,2026-09-04,VAL-faf33a3a58680772762e253d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.641646,6.042981,11.31764,4.590362,10.500828,19.951574,-0.42452338085995867,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.31,VAL-9fc40e19d3cd78151ff4a113,明显偏贵
001267.SZ,汇绿生态,VAL-8db305d78be0ea4d7d00dba2,2026-08-26,2026-08-27,VAL-008519aa4dae88ee2518ba03,2026-09-04,沿用,本周已复核、合理价值不变,1.689162,3.726092,7.345724,6.2868,15.5,29.946,,SZSE,0,0,,,,0,1,,0.31,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,35.19,VAL-8db305d78be0ea4d7d00dba2,明显偏贵
001269.SZ,欧晶科技,VAL-4083cace3f66463b5ab9482b,2026-09-03,2026-09-04,VAL-76d5133b6960ba2c5c869bff,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.403902,5.294959,8.32065,3.563909,5.543859,8.711778,-0.04489651031954256,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.23,VAL-4083cace3f66463b5ab9482b,明显偏贵
001270.SZ,铖昌科技,VAL-b11d5b05f14b0282f7c01768,2026-08-26,2026-08-27,VAL-958981ac16798c452794f1aa,2026-09-04,沿用,本周已复核、合理价值不变,16.22237,35.784641,66.872547,19.86,45.678,86.597875,,SZSE,0,0,,,,0,4,,0.8175,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,96.11,VAL-b11d5b05f14b0282f7c01768,明显偏贵
001283.SZ,豪鹏科技,VAL-cd0ba57c16cf6ac951030e82,2026-08-26,2026-08-27,VAL-c78baae8ff30e063a01cefd8,2026-09-04,沿用,本周已复核、合理价值不变,27.210757,66.693031,128.850936,38.671875,98.828125,193.703125,,SZSE,0,0,,,,0,7,,2.945,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,49.74,VAL-cd0ba57c16cf6ac951030e82,基本合理
001289.SZ,龙源电力,VAL-be9efea4e36687de6a0c6e05,2026-09-03,2026-09-04,VAL-196c4fe502b6f0f8352f0b16,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.468511,14.268775,27.713132,7.871642,17.862572,34.693085,-0.1941744947018782,SZSE,0,0,,,,,7,,0.517142857143,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.19,VAL-be9efea4e36687de6a0c6e05,偏贵
001296.SZ,长江材料,VAL-108c5ec8e9d24dc0a303e49a,2026-08-26,2026-08-27,VAL-93c36c95f3eee4c501312ac5,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,11.825838,29.480366,55.212514,11.471764,26.242598,49.860935,,SZSE,1,0,,,2026,1,0,0.8422961779955257,,,当前机构EPS缺失,2026-09-04,20.0,VAL-108c5ec8e9d24dc0a303e49a,基本合理
001306.SZ,夏厦精密,VAL-c3082a56bad290657cdce366,2026-08-26,2026-08-27,VAL-c725f5b359bf5b1b5faf9282,2026-09-04,沿用,本周已复核、合理价值不变,17.996335,29.993891,47.990226,19.035,49.35,93.765,,SZSE,0,0,,,,0,1,,1.41,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,54.84,VAL-c3082a56bad290657cdce366,明显偏贵
001309.SZ,德明利,VAL-28c392f9cd17fec27d0bd538,2026-09-03,2026-09-04,VAL-51afdddc63bf89a4d72416b7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,253.176146,558.476792,1027.597297,492.043802,1182.797601,2176.347585,-0.5153851961468376,SZSE,0,0,,,,,2,,51.12,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,391.3,VAL-28c392f9cd17fec27d0bd538,基本合理
001316.SZ,润贝航科,VAL-17ca0bc7ec6a8cedcb3c68ad,2026-08-26,2026-08-27,VAL-46b4f1641b03cecb16251e63,2026-09-04,沿用,本周已复核、合理价值不变,28.552034,70.233857,131.537982,27.789343,65.1728,123.82832,,SZSE,0,0,,,2026,1,6,2.006681641781787,1.931666666667,-0.03738259898973284,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.18,VAL-17ca0bc7ec6a8cedcb3c68ad,基本合理
001337.SZ,四川黄金,VAL-97b743eedbadb324f7c62a8c,2026-08-26,2026-08-27,VAL-f865206a8785f96e31450088,2026-09-04,沿用,本周已复核、合理价值不变,13.980133,32.89443,68.09147,16.776159,40.474,78.195768,,SZSE,0,0,,,,0,2,,1.715,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,53.2,VAL-97b743eedbadb324f7c62a8c,偏贵
001696.SZ,宗申动力,VAL-4397356648b89e29bd2b17ef,2026-09-03,2026-09-04,VAL-f027dcd26ce55bdfcc78ec46,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.190909,34.082168,64.502938,14.782185,33.165159,62.767433,0.027649769296918647,SZSE,0,0,,,2026,1,2,0.7790209858122812,0.77,-0.011579900896861006,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.44,VAL-4397356648b89e29bd2b17ef,基本合理
002008.SZ,大族激光,VAL-f6fe4125f5c01487b4c0a3ea,2026-08-26,2026-08-27,VAL-36ffaf05d93a571d84ced2ee,2026-09-04,沿用,本周已复核、合理价值不变,56.969508,137.895425,261.65657,48.375,118.68,228.459,,SZSE,0,0,,,2026,3,14,2.921513251245959,2.634285714286,-0.09831464458956785,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,87.67,VAL-f6fe4125f5c01487b4c0a3ea,基本合理
002011.SZ,盾安环境,VAL-087490d7cde9445e723c35fb,2026-09-03,2026-09-04,VAL-59eddd9daa7956558be4ba08,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,12.178275,28.786787,57.205103,13.139872,31.059793,61.722022,-0.07318161800547562,SZSE,0,0,,,2026,4,10,0.9762886213833869,1.022,0.046821582896091396,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.85,VAL-087490d7cde9445e723c35fb,偏低
002023.SZ,海特高新,VAL-4b2d087bf382b2804f49846d,2026-08-26,2026-08-27,VAL-e28937ed506d1689eaead44a,2026-09-04,沿用,本周已复核、合理价值不变,5.055654,9.100178,15.166963,5.023981,9.043166,15.071943,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.71,VAL-4b2d087bf382b2804f49846d,偏贵
002025.SZ,航天电器,VAL-dbc11958a273788bac09d97a,2026-09-03,2026-09-04,VAL-ef5b893c083fe6c3dbc6bfd1,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,17.702137,40.170233,79.192745,17.695433,40.155021,79.162755,0.0003788388592422809,SZSE,0,0,,,2026,4,15,0.7874106416669449,0.800666666667,0.016834957896926905,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,64.18,VAL-dbc11958a273788bac09d97a,偏贵
002028.SZ,思源电气,VAL-bcafdef5f3d63938cb59722c,2026-08-26,2026-08-27,VAL-7f3c8c9e626f4a6a76cb766e,2026-09-04,沿用,本周已复核、合理价值不变,74.254538,168.500681,327.265768,75.71928,171.82452,333.721401,,SZSE,0,0,,,2026,10,20,5.288784724738125,5.390842105263,0.01929694359604106,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,147.2,VAL-bcafdef5f3d63938cb59722c,基本合理
002031.SZ,巨轮智能,VAL-7475435c7a9842c6aef5339c,2026-08-26,2026-08-27,VAL-a77c8a9f8f1293daa7d13bd2,2026-09-04,沿用,本周已复核、合理价值不变,0.778121,1.296868,2.074989,0.79418,1.323633,2.117813,,SZSE,2,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.36,VAL-7475435c7a9842c6aef5339c,明显偏贵
002037.SZ,保利联合,VAL-6987f6ebdda7f1a99ee6a0cf,2026-09-03,2026-09-04,VAL-4d2a7e6ad3827c8352ca34de,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.015825,3.628484,6.047474,2.12265,3.820771,6.367951,-0.050326571178451074,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.19,VAL-6987f6ebdda7f1a99ee6a0cf,明显偏贵
002041.SZ,登海种业,VAL-463fd1c340ad816b84f5d058,2026-09-03,2026-09-04,VAL-b90fd4106f80494e63d46e0c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.679157,1.613383,3.180669,1.64775,4.265625,8.409375,-0.6123127655526667,SZSE,0,0,,,,,5,,0.17,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.98,VAL-463fd1c340ad816b84f5d058,明显偏贵
002045.SZ,国光电器,VAL-0ee94f4041496073c3616d03,2026-08-26,2026-08-27,VAL-2c385561d8c7f59c17966e79,2026-09-04,沿用,本周已复核、合理价值不变,6.654302,11.090504,17.744807,6.654302,11.090504,17.744807,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.14,VAL-0ee94f4041496073c3616d03,基本合理
002046.SZ,国机精工,VAL-00533377f33c104a40fec1a9,2026-09-03,2026-09-04,VAL-5f5a7b3cb1c01e1e7d963275,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.351176,8.958303,16.954229,12.108711,25.645628,48.536184,-0.6474715396288623,SZSE,0,0,,,,,3,,0.576666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,50.93,VAL-00533377f33c104a40fec1a9,明显偏贵
002048.SZ,宁波华翔,VAL-f21c3758a499ba26629c602c,2026-09-03,2026-09-04,VAL-32fd142ad24c4059d39a0f54,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,33.761691,77.723402,153.226136,33.506623,81.712083,161.089536,-0.03240457326434476,SZSE,0,0,,,2026,2,4,1.8819225709164753,1.78,-0.05415874834151124,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.72,VAL-f21c3758a499ba26629c602c,偏低
002049.SZ,紫光国微,VAL-3159c50af3bf812a83003bbb,2026-08-26,2026-08-27,VAL-dc15c2ef63851fc485a7ca19,2026-09-04,沿用,本周已复核、合理价值不变,50.764628,115.196657,215.273752,54.54,125.442,237.817125,,SZSE,1,0,,,2026,3,9,2.033839279219506,2.151111111111,0.05766032404315524,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,62.08,VAL-3159c50af3bf812a83003bbb,基本合理
002050.SZ,三花智控,VAL-e29c61914944bc6cf4c54163,2026-09-03,2026-09-04,VAL-40c60f8a07d4af1e80324c08,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,18.387401,40.460855,78.519346,19.488443,42.88366,83.221103,-0.056497165086769496,SZSE,0,0,,,2026,3,19,1.0735864320911919,1.113055555556,0.036763806140813315,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,35.46,VAL-e29c61914944bc6cf4c54163,基本合理
002057.SZ,中钢天源,VAL-a2fe0fd627460ef3eabb2f25,2026-08-26,2026-08-27,VAL-4001ba79b4deb151df7370b0,2026-09-04,沿用,本周已复核、合理价值不变,3.154827,7.216924,13.516267,3.137116,7.176408,13.635175,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.88,VAL-a2fe0fd627460ef3eabb2f25,偏贵
002058.SZ,威尔泰,VAL-f1c8271bcb9c7f73ff4a64f3,2026-09-03,2026-09-04,VAL-9f1730fbf86cd3561b90bbba,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.094273,7.078402,13.256836,2.347746,5.370662,10.204257,0.3179758053733359,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.54,VAL-f1c8271bcb9c7f73ff4a64f3,明显偏贵
002074.SZ,国轩高科,VAL-1e21ac72119519f8b7990ceb,2026-08-26,2026-08-27,VAL-49578bef79818ea861a1a679,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,14.949382,24.915637,39.865019,11.070345,27.053565,53.334171,,SZSE,0,0,,,2026,1,13,1.8135576680722947,1.030083333333,-0.4320096066049457,机构EPS变化-43.2%,2026-09-04,25.95,VAL-1e21ac72119519f8b7990ceb,偏贵
002076.SZ,星光股份,VAL-c0ba3bfa1cbba3d3ef8e3fca,2026-08-26,2026-08-27,VAL-1822c16a11727d44184e08bb,2026-09-04,沿用,本周已复核、合理价值不变,0.239876,0.373141,0.586365,0.24704,0.384285,0.603876,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.14,VAL-c0ba3bfa1cbba3d3ef8e3fca,明显偏贵
002079.SZ,苏州固锝,VAL-47d155e214976fad726c6240,2026-08-26,2026-08-27,VAL-925ce6c80c670bd9c69c5310,2026-09-04,沿用,本周已复核、合理价值不变,2.234569,4.929197,9.825532,2.808,6.75,13.455,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.9,VAL-47d155e214976fad726c6240,偏贵
002080.SZ,中材科技,VAL-e01d0e342ac30991b58dbe12,2026-08-26,2026-08-27,VAL-8f8b9d3116c1867051a0579f,2026-09-04,沿用,本周已复核、合理价值不变,25.166394,59.223481,110.917119,23.775187,56.708225,107.745627,,SZSE,0,0,,,2026,2,8,1.7924782350237205,1.758625,-0.018886273965425526,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,47.44,VAL-e01d0e342ac30991b58dbe12,基本合理
002085.SZ,万丰奥威,VAL-cd2e704b7474b4410c72ed15,2026-08-26,2026-08-27,VAL-3343c7304ed6f33c01fa74a7,2026-09-04,沿用,本周已复核、合理价值不变,5.843773,13.368108,25.036556,6.831,16.2932,30.95708,,SZSE,0,0,,,,0,4,,0.495,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.45,VAL-cd2e704b7474b4410c72ed15,基本合理
002096.SZ,易普力,VAL-32def6d28a13927f453c03c7,2026-09-03,2026-09-04,VAL-b68fc53e010ae02da7df194b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.865354,22.369847,42.336533,13.708031,29.032906,54.946848,-0.22240354721282785,SZSE,0,0,,,,,7,,0.733857142857,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.64,VAL-32def6d28a13927f453c03c7,偏低
002097.SZ,山河智能,VAL-a433e1f65e3cd826fee3b964,2026-09-03,2026-09-04,VAL-2aea8d5506cade2149630b51,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.297129,7.734833,12.891388,4.358572,7.84543,13.075717,-0.014097015061124929,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.48,VAL-a433e1f65e3cd826fee3b964,基本合理
002111.SZ,威海广泰,VAL-dc37a8874fdf824b5bd34deb,2026-09-03,2026-09-04,VAL-e4478d7fddf8597734d0e096,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,13.230402,31.803851,59.433446,7.458487,16.452545,31.191283,0.883409005516784,SZSE,0,0,,,2026,1,1,0.5300641761855729,0.53,-0.00012107248226933542,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.04,VAL-dc37a8874fdf824b5bd34deb,偏低
002115.SZ,三维通信,VAL-052aadd6e71432b7d8423948,2026-08-26,2026-08-27,VAL-959bd16ff5cf958aa064bf16,2026-09-04,沿用,本周已复核、合理价值不变,2.300737,3.834562,6.135299,2.16,5.6,10.64,,SZSE,0,0,,,,0,1,,0.16,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.75,VAL-052aadd6e71432b7d8423948,明显偏贵
002124.SZ,天邦食品,VAL-4b9383c81e1b2cf671f63870,2026-08-26,2026-08-27,VAL-cd79ead19ee32b39faa34204,2026-09-04,沿用,本周已复核、合理价值不变,0.33347,0.555783,0.889253,0.33347,0.555783,0.889253,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.42,VAL-4b9383c81e1b2cf671f63870,明显偏贵
002126.SZ,银轮股份,VAL-86a6a3d1346d2fe94d034f4d,2026-09-03,2026-09-04,VAL-ace28977a7866d9a2d03d1bc,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,16.535438,39.086171,77.672039,18.460809,43.637329,86.716099,-0.1042950595394665,SZSE,0,0,,,2026,10,27,1.3536505011837545,1.404185185185,0.03733215032761672,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,41.67,VAL-86a6a3d1346d2fe94d034f4d,偏贵
002128.SZ,电投能源,VAL-7fa34bd9a600049cb200f357,2026-08-26,2026-08-27,VAL-db4bf48493eaa1fb27cbd8f1,2026-09-04,沿用,本周已复核、合理价值不变,32.245548,76.601414,151.014217,18.05076,46.81296,91.519337,,SZSE,0,0,,,,0,11,,3.43,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.25,VAL-7fa34bd9a600049cb200f357,偏低
002129.SZ,TCL中环,VAL-8146cf6abbdb8ae2a789e6c7,2026-09-03,2026-09-04,VAL-bb0531159fdb15dd3cefe039,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.183105,5.002022,7.275668,3.463893,5.443261,7.91747,-0.081061470364159,SZSE,0,0,,,,,7,,-0.9796,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.14,VAL-8146cf6abbdb8ae2a789e6c7,明显偏贵
002130.SZ,沃尔核材,VAL-0b530b4eff4c50a0f421fcdd,2026-08-26,2026-08-27,VAL-39b6201534789f15266dc7ab,2026-09-04,沿用,本周已复核、合理价值不变,15.395096,38.378088,71.876676,17.82,42.504,80.7576,,SZSE,0,0,,,2026,1,2,1.0965167924703358,1.13,0.030535973328990274,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.17,VAL-0b530b4eff4c50a0f421fcdd,基本合理
002138.SZ,顺络电子,VAL-b8383a11b075900820bb86b0,2026-08-26,2026-08-27,VAL-25fab23904b45a02e1c3a6f7,2026-09-04,沿用,本周已复核、合理价值不变,19.517452,46.135003,91.679479,32.078904,74.66096,144.244975,,SZSE,0,0,,,2026,3,13,1.5638984202014083,1.564,6.49529389373793e-05,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,44.49,VAL-b8383a11b075900820bb86b0,基本合理
002149.SZ,西部材料,VAL-dbe5bb088034da51879415cd,2026-08-26,2026-08-27,VAL-4de4f9c1d0adb17cef0ac6cb,2026-09-04,沿用,本周已复核、合理价值不变,2.319455,4.775349,9.03769,1.965813,4.047262,7.770743,,SZSE,0,0,,,,0,1,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.0,VAL-dbe5bb088034da51879415cd,明显偏贵
002150.SZ,正泰电源,VAL-9907e98dac23d38e431e3724,2026-08-26,2026-08-27,VAL-5f15c3407a3447075f51c243,2026-09-04,沿用,本周已复核、合理价值不变,6.731647,15.991468,31.526037,16.38,37.17,72.1924,,SZSE,0,0,,,,0,3,,1.166666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.89,VAL-9907e98dac23d38e431e3724,偏贵
002151.SZ,北斗星通,VAL-fc727be0f74d10389b3251c8,2026-09-03,2026-09-04,VAL-b7d7f407694b43fefeebc2b2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.994101,16.189383,26.982304,8.907111,16.0328,26.721334,0.009766394114237187,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.48,VAL-fc727be0f74d10389b3251c8,明显偏贵
002156.SZ,通富微电,VAL-9304c175d913386e222f5233,2026-09-03,2026-09-04,VAL-a1b576963b6af475b07e65cd,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,27.791925,62.152288,121.087281,17.312324,38.716302,75.428466,0.6053260524361241,SZSE,0,0,,,2026,3,9,1.5568473077300693,1.213333333333,-0.22064718401827277,机构EPS变化-22.1%,2026-09-04,56.87,VAL-9304c175d913386e222f5233,基本合理
002158.SZ,汉钟精机,VAL-be8591b5946a328183125299,2026-08-31,2026-09-01,VAL-dc99df3fd78cfafbd1aa71a2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,20.571355,35.906365,55.430451,11.121828,27.179379,53.582204,0.4745676291611385,SZSE,0,0,,,2026,2,9,1.123944023032033,1.132222222222,0.007365312702704907,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.36,VAL-be8591b5946a328183125299,基本合理
002167.SZ,东方锆业,VAL-1b8693519af770457befe04d,2026-08-26,2026-08-27,VAL-37d16013bd3a60af7f0e3207,2026-09-04,沿用,本周已复核、合理价值不变,3.421848,7.548195,14.105689,1.706772,3.764938,7.137695,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.24,VAL-1b8693519af770457befe04d,明显偏贵
002169.SZ,智光电气,VAL-36688940268e7884b6e9bbb9,2026-08-26,2026-08-27,VAL-7f14776ec87a4d56d6c71dc7,2026-09-04,沿用,本周已复核、合理价值不变,3.224862,5.37477,8.599632,3.214981,5.358302,8.573282,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.52,VAL-36688940268e7884b6e9bbb9,明显偏贵
002170.SZ,芭田股份,VAL-9fa56d62b087c3a05ca500bb,2026-09-03,2026-09-04,VAL-b1f68f8960958849ec0ea78b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.77984,25.127833,43.345511,11.189724,24.62261,42.474002,0.0026621833695621433,SZSE,0,0,,,2026,1,8,1.2563916351976234,1.32,0.05062781621621615,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.73,VAL-9fa56d62b087c3a05ca500bb,基本合理
002171.SZ,楚江新材,VAL-c8e291203b12a4f8cc07e1bb,2026-09-03,2026-09-04,VAL-e32a09b5d07417b8866a882e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.9728,8.288,13.260799,4.939141,8.231902,13.171043,0.006814722266110573,SZSE,0,0,,,,,2,,0.295,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.3,VAL-c8e291203b12a4f8cc07e1bb,偏贵
002172.SZ,澳洋健康,VAL-a570261e238b1b8a0eb6afb2,2026-08-26,2026-08-27,VAL-2995ac1b0e3dcbe7568f4044,2026-09-04,沿用,本周已复核、合理价值不变,0.235181,0.391969,0.62715,0.281908,0.690952,1.334919,,SZSE,2,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.21,VAL-a570261e238b1b8a0eb6afb2,明显偏贵
002173.SZ,创新医疗,VAL-150882d79d8a5231d96dcbbe,2026-08-26,2026-08-27,VAL-9c2c4e02b610eb205d56a442,2026-09-04,沿用,本周已复核、合理价值不变,3.366614,5.611023,8.977637,3.366614,5.611023,8.977637,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.4,VAL-150882d79d8a5231d96dcbbe,明显偏贵
002176.SZ,江特电机,VAL-8489a9cb9d39505c4ce0273c,2026-08-26,2026-08-27,VAL-2ad556f5b5e80720ecd44aba,2026-09-04,沿用,本周已复核、合理价值不变,1.540883,2.568138,4.109021,1.559229,2.598715,4.157944,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.71,VAL-8489a9cb9d39505c4ce0273c,明显偏贵
002179.SZ,中航光电,VAL-c6a31c2e53f50efbddb9e57c,2026-09-03,2026-09-04,VAL-4e7d548cda3dd1bb50046444,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,23.169783,49.072411,92.873043,23.594006,49.970895,94.573488,-0.017980137022137743,SZSE,0,0,,,2026,6,13,1.185972015230428,1.18,-0.005035544813650428,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.22,VAL-c6a31c2e53f50efbddb9e57c,基本合理
002182.SZ,宝武镁业,VAL-480926d43736ceb5eaf9101b,2026-08-26,2026-08-27,VAL-c82985741f058a516ef4f835,2026-09-04,沿用,本周已复核、合理价值不变,4.772988,7.95498,12.727968,2.655,6.332667,12.032067,,SZSE,1,0,,,,0,3,,0.176666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.0,VAL-480926d43736ceb5eaf9101b,偏贵
002185.SZ,华天科技,VAL-19684ee6bb02cd48b6ca786a,2026-08-26,2026-08-27,VAL-6e37637bf76629095d0e0133,2026-09-04,沿用,本周已复核、合理价值不变,3.343328,7.374987,14.539261,6.72,15.456,30.912,,SZSE,0,0,,,,0,3,,0.32,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.57,VAL-19684ee6bb02cd48b6ca786a,明显偏贵
002189.SZ,中光学,VAL-857c57a4c93c095c6a97ad73,2026-09-03,2026-09-04,VAL-4ada03d2381486c7ec361169,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.565882,2.818588,4.697646,1.599605,2.879289,4.798815,-0.021081990330648614,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.84,VAL-857c57a4c93c095c6a97ad73,明显偏贵
002190.SZ,成飞集成,VAL-e0380da6c658a2f19c74ae14,2026-08-26,2026-08-27,VAL-7e0b1e1e2ea311de70459484,2026-09-04,沿用,本周已复核、合理价值不变,9.751512,17.552722,29.254536,12.120522,21.816939,36.361565,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.77,VAL-e0380da6c658a2f19c74ae14,偏贵
002192.SZ,融捷股份,VAL-b6129c1ed97f42a3c90c8dce,2026-08-26,2026-08-27,VAL-7f8a6e7bf20e4235f89ca950,2026-09-04,沿用,本周已复核、合理价值不变,50.412046,119.757122,236.092611,46.534196,114.054402,220.353104,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,65.43,VAL-b6129c1ed97f42a3c90c8dce,基本合理
002202.SZ,金风科技,VAL-d8954d2db0a60371aac56726,2026-08-26,2026-08-27,VAL-bf9697c424d96950eec44ce0,2026-09-04,沿用,本周已复核、合理价值不变,15.531813,35.245268,68.454142,14.96664,33.96276,65.963227,,SZSE,0,0,,,2026,2,17,1.1062544769712181,1.063866666667,-0.038316509615645145,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.49,VAL-d8954d2db0a60371aac56726,基本合理
002212.SZ,天融信,VAL-5a678206124683247ba34d65,2026-09-03,2026-09-04,VAL-af69af91a402bba48151cb2e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.081005,11.801674,18.882679,7.272107,12.120179,19.392286,-0.02627885129169394,SZSE,0,0,,,,,6,,0.1,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.65,VAL-5a678206124683247ba34d65,偏低
002214.SZ,大立科技,VAL-665153d389359dfb17edd0ea,2026-09-03,2026-09-04,VAL-d0f36cc7c6ee2527f081496a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.060326,3.708588,6.180979,2.100754,3.781358,6.302263,-0.019244448252600188,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.65,VAL-665153d389359dfb17edd0ea,明显偏贵
002222.SZ,福晶科技,VAL-7c0ea3d2b873c6a023382837,2026-09-03,2026-09-04,VAL-c381c591039e1725401586e0,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,19.655502,50.398724,95.631579,17.416268,42.1563,79.991579,0.17594772815568382,SZSE,0,0,,,2026,1,4,1.0079744816586922,0.905,-0.10215981012658226,机构EPS变化-10.2%,2026-09-04,64.4,VAL-7c0ea3d2b873c6a023382837,偏贵
002223.SZ,鱼跃医疗,VAL-ff0473fad6050f8945d402b6,2026-08-26,2026-08-27,VAL-6b430b2e53923a6235929bf8,2026-09-04,沿用,本周已复核、合理价值不变,26.977728,62.105918,122.437381,22.24248,56.081467,108.349394,,SZSE,0,0,,,2026,6,21,1.5037752554602681,1.545272727273,0.027595527763908168,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.79,VAL-ff0473fad6050f8945d402b6,偏低
002226.SZ,江南化工,VAL-3403ad39e3e6c0eeffa2f041,2026-08-26,2026-08-27,VAL-f825b207ea9bd8305667f03c,2026-09-04,沿用,本周已复核、合理价值不变,4.307164,8.86769,16.782737,5.71875,12.27625,23.5704,,SZSE,0,0,,,,0,2,,0.305,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.16,VAL-3403ad39e3e6c0eeffa2f041,基本合理
002229.SZ,鸿博股份,VAL-ebbb9042a4f5db1b7b68eb04,2026-08-26,2026-08-27,VAL-b8c7f365e4ef4dd3cf3eb0cc,2026-09-04,沿用,本周已复核、合理价值不变,1.906141,3.176901,5.083042,1.906141,3.176901,5.083042,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.07,VAL-ebbb9042a4f5db1b7b68eb04,明显偏贵
002232.SZ,启明信息,VAL-60e4a7cf4b518d5fda5a6f16,2026-08-26,2026-08-27,VAL-b67ea65bf12ca5449e93c581,2026-09-04,沿用,本周已复核、合理价值不变,0.994908,2.275934,4.2625,1.598249,3.656125,6.946637,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.8,VAL-60e4a7cf4b518d5fda5a6f16,明显偏贵
002239.SZ,奥特佳,VAL-b3d215ba769896815856e473,2026-09-03,2026-09-04,VAL-6f169fd4ac37fb48c09d5034,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.890025,1.963289,3.813144,0.784653,1.730853,3.361701,0.1342902779798576,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.55,VAL-b3d215ba769896815856e473,偏贵
002244.SZ,滨江集团,VAL-397027738befd8af77183bb6,2026-09-03,2026-09-04,VAL-ef887da0e00c149e0117f037,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.498047,22.451313,44.615249,9.405794,22.233247,44.181908,0.009808103854980876,SZSE,0,0,,,2026,9,23,0.7540621991490329,0.78,0.034397428859632706,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.73,VAL-397027738befd8af77183bb6,偏低
002246.SZ,北化股份,VAL-2471c7564ebe80cecdec7b83,2026-08-26,2026-08-27,VAL-68e6070827699deb33e4e490,2026-09-04,沿用,本周已复核、合理价值不变,13.554473,27.906269,52.814607,15.125,32.468333,62.3392,,SZSE,0,0,,,,0,7,,0.802857142857,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.35,VAL-2471c7564ebe80cecdec7b83,基本合理
002255.SZ,海陆重工,VAL-f8447e1099970a37545c7a3e,2026-08-26,2026-08-27,VAL-9281903ba1e8f33d6df5766f,2026-09-04,沿用,本周已复核、合理价值不变,6.153529,14.076699,26.363647,7.62386,17.440204,33.136387,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.89,VAL-f8447e1099970a37545c7a3e,基本合理
002265.SZ,建设工业,VAL-6c921ce2fb627e487fc3dbbe,2026-09-03,2026-09-04,VAL-1f88fe963a3f25a727a03d69,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.443426,9.148229,17.313678,4.098724,8.43855,16.202017,0.08409970141834666,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.45,VAL-6c921ce2fb627e487fc3dbbe,明显偏贵
002268.SZ,电科网安,VAL-61cc75e33683f7e1b8361921,2026-09-03,2026-09-04,VAL-1df7f5663831a64b1fbb6b09,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.812138,9.686897,15.499034,5.850779,9.751298,15.602076,-0.00660437709671613,SZSE,0,0,,,,,1,,0.11,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.22,VAL-61cc75e33683f7e1b8361921,偏贵
002270.SZ,华明装备,VAL-b2aa87cad1d2c623b655eb52,2026-09-03,2026-09-04,VAL-7b9fc61522b72bff059f793a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.673534,36.082328,71.133732,17.595194,40.506215,79.85511,-0.10921502781455783,SZSE,0,0,,,2026,3,9,0.872548326515854,0.922222222222,0.05692967850216091,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.12,VAL-b2aa87cad1d2c623b655eb52,基本合理
002274.SZ,华昌化工,VAL-a35be60b6a3d67c038640e09,2026-08-26,2026-08-27,VAL-93e7f3b5dce1f0b5c4f96307,2026-09-04,沿用,本周已复核、合理价值不变,4.968024,8.28004,13.248064,4.987449,8.312415,13.299864,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.12,VAL-a35be60b6a3d67c038640e09,基本合理
002281.SZ,光迅科技,VAL-f46ca65d5bf22d0b3112eec0,2026-08-26,2026-08-27,VAL-44fe3c363c798e4e0d12dff3,2026-09-04,沿用,本周已复核、合理价值不变,49.893653,119.936666,239.073754,45.0,103.5,209.3,,SZSE,0,0,,,2026,1,11,2.132207390312136,2.002,-0.06106694447441863,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,167.7,VAL-f46ca65d5bf22d0b3112eec0,偏贵
002283.SZ,天润工业,VAL-f56d5d31d01ef438f1968833,2026-09-03,2026-09-04,VAL-d59d6e0885a16fabe0b7833e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.049141,12.643082,25.124332,5.355813,12.659976,25.157903,-0.017960134857263443,SZSE,0,0,,,2026,1,9,0.404578608920747,0.426666666667,0.05459521897407038,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.17,VAL-f56d5d31d01ef438f1968833,基本合理
002294.SZ,信立泰,VAL-262ef97f0e21b42009cab354,2026-08-26,2026-08-27,VAL-4b5ab1737ceab4c2847548d2,2026-09-04,沿用,本周已复核、合理价值不变,12.985021,30.689388,61.17418,15.0297,37.037475,74.898005,,SZSE,1,0,,,,0,12,,0.708333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.42,VAL-262ef97f0e21b42009cab354,偏贵
002297.SZ,博云新材,VAL-2952381f8431686d804db68c,2026-08-26,2026-08-27,VAL-b3596e4cf7e1d39b29bc680a,2026-09-04,沿用,本周已复核、合理价值不变,9.485871,20.924715,39.103062,8.032219,17.71813,33.590622,,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.32,VAL-2952381f8431686d804db68c,偏贵
002298.SZ,中电鑫龙,VAL-391f683b73d4826aa86a833a,2026-08-26,2026-08-27,VAL-fa016f44f036e9d54f7a3457,2026-09-04,沿用,本周已复核、合理价值不变,2.271555,3.785925,6.05748,2.269002,3.78167,6.050672,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.62,VAL-391f683b73d4826aa86a833a,明显偏贵
002300.SZ,太阳电缆,VAL-ac7bf6879176984126b17325,2026-09-03,2026-09-04,VAL-87c626f973d134f7bbf931ed,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.367917,3.946528,6.314444,2.371787,3.952979,6.324766,-0.001631839027720683,SZSE,3,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.03,VAL-ac7bf6879176984126b17325,明显偏贵
002312.SZ,川发龙蟒,VAL-598ee719b904aba5b8ddfa0e,2026-08-26,2026-08-27,VAL-c97d7f4653a0d5686ff7457c,2026-09-04,沿用,本周已复核、合理价值不变,2.161032,5.230806,10.827767,2.223,5.3808,11.138256,,SZSE,0,0,,,2026,2,2,0.2770553789797514,0.285,0.0286752094455065,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.49,VAL-598ee719b904aba5b8ddfa0e,偏贵
002317.SZ,众生药业,VAL-e41307aababba5110b02c53f,2026-08-26,2026-08-27,VAL-a56e8694d0ba85136f652d5c,2026-09-04,沿用,本周已复核、合理价值不变,4.951745,11.081271,21.845934,5.4405,13.7175,26.50221,,SZSE,0,0,,,,0,13,,0.336153846154,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.64,VAL-e41307aababba5110b02c53f,明显偏贵
002318.SZ,久立特材,VAL-b89cac91cd4eea16c2adaaf4,2026-08-26,2026-08-27,VAL-154d36f682a25ce1ec550dfb,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,13.649611,34.026808,63.72735,19.40625,46.2875,87.94625,,SZSE,0,0,,,2026,1,5,0.9721945004655891,1.18,0.21374889431578947,机构EPS变化+21.4%,2026-09-04,19.78,VAL-b89cac91cd4eea16c2adaaf4,基本合理
002323.SZ,*ST雅博,VAL-38c4c6b94e1c54e8c3c85bf8,2026-08-26,2026-08-27,VAL-aa70ef219fb01d8fc0349664,2026-09-04,沿用,本周已复核、合理价值不变,0.05525,0.085945,0.135056,0.081321,0.126499,0.198785,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,1.26,VAL-38c4c6b94e1c54e8c3c85bf8,明显偏贵
002324.SZ,普利特,VAL-17c3abe8a0db96d3993618d3,2026-08-26,2026-08-27,VAL-6dd31e80463fb30c0095de39,2026-09-04,沿用,本周已复核、合理价值不变,1.85383,4.403896,8.681966,4.1067,10.0359,19.78506,,SZSE,0,0,,,,0,2,,0.27,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.01,VAL-17c3abe8a0db96d3993618d3,明显偏贵
002338.SZ,奥普光电,VAL-46447d54d9e612fa6c8cebc2,2026-09-03,2026-09-04,VAL-f36a8f4c79e82a8ae0a5f37e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.586101,17.84965,33.86971,6.453621,15.18499,29.231105,0.17547984018012985,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.55,VAL-46447d54d9e612fa6c8cebc2,明显偏贵
002340.SZ,格林美,VAL-bd7ed3259a0457d7d5ebbba8,2026-09-03,2026-09-04,VAL-3bc7254ebb17ec255a7e504b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.859367,9.990966,19.696475,4.228201,10.332823,20.370422,-0.048807762421104406,SZSE,0,0,,,2026,1,4,0.38060821443923687,0.3935,0.03387153790087538,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.46,VAL-bd7ed3259a0457d7d5ebbba8,基本合理
002342.SZ,巨力索具,VAL-548fbea35913b19145123752,2026-08-26,2026-08-27,VAL-375213dcb619f5042e8d37cc,2026-09-04,沿用,本周已复核、合理价值不变,2.288248,3.813746,6.101994,0.191937,0.439072,0.834237,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.85,VAL-548fbea35913b19145123752,明显偏贵
002353.SZ,杰瑞股份,VAL-9cb0bf3b540ecd375c5ca800,2026-08-26,2026-08-27,VAL-5c2570d0b82bcc4ec8f09c10,2026-09-04,沿用,本周已复核、合理价值不变,67.478738,142.916508,270.479699,69.615341,149.440932,286.926589,,SZSE,3,0,,,2026,10,26,3.460448127368338,3.515576923077,0.015931114606993813,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,125.42,VAL-9cb0bf3b540ecd375c5ca800,基本合理
002355.SZ,兴民智通,VAL-717af7625914b788eb3f847d,2026-08-26,2026-08-27,VAL-106d1c292352540480aa9110,2026-09-04,沿用,本周已复核、合理价值不变,1.077089,1.795149,2.872239,1.077089,1.795149,2.872239,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.95,VAL-717af7625914b788eb3f847d,明显偏贵
002364.SZ,中恒电气,VAL-488ddc249bd5c52b1c3fb701,2026-09-03,2026-09-04,VAL-91bcc1de4a399413c220bde9,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.262038,21.017701,41.434897,9.068271,20.578,40.568058,0.021367543999041283,SZSE,0,0,,,2026,3,5,0.39628676228084336,0.435,0.09768995940298675,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.44,VAL-488ddc249bd5c52b1c3fb701,偏贵
002366.SZ,融发核电,VAL-50ca3ff5f269b6ad0f60242e,2026-08-26,2026-08-27,VAL-e319e9f1528abfcbdc180a3a,2026-09-04,沿用,本周已复核、合理价值不变,1.99938,3.3323,5.33168,2.007905,3.346508,5.354413,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.84,VAL-50ca3ff5f269b6ad0f60242e,明显偏贵
002371.SZ,北方华创,VAL-b03e0e80e25b57a69cb29693,2026-08-26,2026-08-27,VAL-c7916b37fb9f0e2930477cd2,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,143.768365,359.996907,715.385854,235.465043,534.324522,1065.08688,,SZSE,0,0,,,2026,1,27,11.519901030502192,10.095769230769,-0.12362361412328127,机构EPS变化-12.4%,2026-09-04,638.17,VAL-b03e0e80e25b57a69cb29693,偏贵
002373.SZ,千方科技,VAL-e87a70f7127fce9b24c68bd1,2026-08-26,2026-08-27,VAL-2f29a80a22d1058c4cf99817,2026-09-04,沿用,本周已复核、合理价值不变,6.508968,10.84828,17.357248,5.25,12.075,24.15,,SZSE,0,0,,,,0,2,,0.25,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.75,VAL-e87a70f7127fce9b24c68bd1,基本合理
002380.SZ,科远智慧,VAL-a2d44bad58afdd81808ca741,2026-08-26,2026-08-27,VAL-e800ac89e67da67a1f6ddceb,2026-09-04,沿用,本周已复核、合理价值不变,10.424394,23.328248,45.989974,24.7104,56.0736,108.907392,,SZSE,0,0,,,,0,3,,1.76,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.17,VAL-a2d44bad58afdd81808ca741,偏贵
002383.SZ,合众思壮,VAL-516f2ebe0f71daeaa23af08a,2026-09-03,2026-09-04,VAL-b1dd305ad08af70ce9fe6a68,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.966311,3.53936,5.898933,2.027703,3.649865,6.083108,-0.03027651980566337,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.18,VAL-516f2ebe0f71daeaa23af08a,明显偏贵
002384.SZ,东山精密,VAL-68ee88c1ae3cc6c65c3618aa,2026-08-26,2026-08-27,VAL-665a06c623a2960069b7dacf,2026-09-04,沿用,本周已复核、合理价值不变,93.746109,212.731556,419.385067,81.585,187.6455,375.291,,SZSE,0,0,,,2026,4,15,4.292404274738481,3.993333333333,-0.06967445801076189,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,178.67,VAL-68ee88c1ae3cc6c65c3618aa,基本合理
002389.SZ,航天彩虹,VAL-b33e0ea33b71b76ef118a4c5,2026-09-03,2026-09-04,VAL-c97f5314199ece238b26ae15,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.337409,12.229015,19.566425,7.413088,12.355147,19.768236,-0.010208852737738083,SZSE,0,0,,,,,4,,0.195,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.98,VAL-b33e0ea33b71b76ef118a4c5,偏贵
002396.SZ,星网锐捷,VAL-f05c099ca6ed7c3369da6968,2026-08-26,2026-08-27,VAL-7f97cf5ff400b36e3c0e67a9,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,33.70928,81.031923,159.748648,22.2066,51.684,99.853488,,SZSE,0,0,,,2026,1,2,1.5434651973132956,1.095,-0.29055737576327434,机构EPS变化-29.1%,2026-09-04,37.01,VAL-f05c099ca6ed7c3369da6968,基本合理
002402.SZ,和而泰,VAL-e248a64c74c0cd1df68a1d4f,2026-08-26,2026-08-27,VAL-51d582f8ef1ddaf70a3279e7,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,8.875233,20.885875,39.116261,12.3525,29.463,55.9797,,SZSE,0,0,,,2026,2,5,0.6321390856101097,0.758,0.1991031993669803,机构EPS变化+19.9%,2026-09-04,18.82,VAL-e248a64c74c0cd1df68a1d4f,基本合理
002405.SZ,四维图新,VAL-8cff3ea07d1798b7d2e8517f,2026-08-26,2026-08-27,VAL-9dc4c39abfc36eb69def2712,2026-09-04,沿用,本周已复核、合理价值不变,3.50539,6.309703,10.516171,3.715574,6.688034,11.146723,,SZSE,0,0,,,,0,3,,-0.22,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.33,VAL-8cff3ea07d1798b7d2e8517f,偏贵
002406.SZ,远东传动,VAL-dfb682b4a0f2eda8fd5dd3cb,2026-08-26,2026-08-27,VAL-fbc284528797c045e99052f6,2026-09-04,沿用,本周已复核、合理价值不变,3.540577,8.09936,15.168943,3.915,10.15,19.285,,SZSE,0,0,,,,0,1,,0.29,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.84,VAL-dfb682b4a0f2eda8fd5dd3cb,基本合理
002407.SZ,多氟多,VAL-6504e5c030a42065476ceb09,2026-08-26,2026-08-27,VAL-b46ef2fc2d0c886f16066ae0,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,21.756797,28.561047,43.681601,21.756797,28.561047,43.681601,,SZSE,0,0,,,2026,1,2,1.1222811226697882,1.955,0.7419877787387723,机构EPS变化+74.2%,2026-09-04,32.8,VAL-6504e5c030a42065476ceb09,偏贵
002409.SZ,雅克科技,VAL-ce73a91864b3ced7e55a82aa,2026-08-26,2026-08-27,VAL-7475f5a3de234bb1bd64e82f,2026-09-04,沿用,本周已复核、合理价值不变,42.752016,100.59298,190.875179,52.958333,129.924444,250.104556,,SZSE,0,0,,,,0,10,,2.801,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,126.62,VAL-ce73a91864b3ced7e55a82aa,偏贵
002412.SZ,汉森制药,VAL-2b79f5d2e4aa916c9b186d02,2026-08-26,2026-08-27,VAL-781f23a7872661a15c684951,2026-09-04,沿用,本周已复核、合理价值不变,8.792676,19.676705,38.791218,6.881225,16.865747,32.584623,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.68,VAL-2b79f5d2e4aa916c9b186d02,基本合理
002413.SZ,雷科防务,VAL-69fe68c64a5ee5d96f158085,2026-08-26,2026-08-27,VAL-67a26bcba395a793f3cb2eb8,2026-09-04,沿用,本周已复核、合理价值不变,2.992139,4.986899,7.480349,2.992139,4.986899,7.480349,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.12,VAL-69fe68c64a5ee5d96f158085,明显偏贵
002414.SZ,高德红外,VAL-ee90659eb562ae14e945d58c,2026-08-26,2026-08-27,VAL-a75e8848f9b0b0d1ae2cd557,2026-09-04,沿用,本周已复核、合理价值不变,11.341022,25.01696,46.750444,6.96,16.008,30.3485,,SZSE,0,0,,,,0,3,,0.296666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.54,VAL-ee90659eb562ae14e945d58c,基本合理
002415.SZ,海康威视,VAL-7cbfca51a433d7573b60e367,2026-08-26,2026-08-27,VAL-5d9290f30251a91c1069128d,2026-09-04,沿用,本周已复核、合理价值不变,34.822488,80.165483,158.040523,33.972694,78.154816,154.076637,,SZSE,0,0,,,2026,10,20,1.9410528454160385,1.89175,-0.02540005313738436,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.87,VAL-7cbfca51a433d7573b60e367,基本合理
002428.SZ,云南锗业,VAL-320ab4bcf2e0e018fe71fb93,2026-09-03,2026-09-04,VAL-d239d15c1c8db74140c6c05f,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,3.43949,8.819206,17.241548,2.024552,3.374253,5.398805,1.2706313712015902,SZSE,0,0,,,2026,1,3,0.14698677119059284,0.416666666667,1.83472222222449,机构EPS变化+183.5%,2026-09-04,87.09,VAL-320ab4bcf2e0e018fe71fb93,明显偏贵
002429.SZ,兆驰股份,VAL-5d93d6ea922590efa2214517,2026-08-26,2026-08-27,VAL-097d7d29115bd57adc43ae01,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,6.508183,14.76857,29.115181,8.7516,19.8594,39.586404,,SZSE,0,0,,,2026,2,10,0.2979937483416601,0.338888888889,0.13723489427184954,机构EPS变化+13.7%,2026-09-04,7.85,VAL-5d93d6ea922590efa2214517,基本合理
002432.SZ,九安医疗,VAL-3885534ed64b31a0de33684a,2026-08-26,2026-08-27,VAL-7d76310d5fafe0ba3f58bf9f,2026-09-04,沿用,本周已复核、合理价值不变,44.791077,74.651795,119.442873,146.146862,329.546846,636.684507,,SZSE,0,0,,,,0,2,,7.215,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,67.6,VAL-3885534ed64b31a0de33684a,基本合理
002436.SZ,兴森科技,VAL-10389c7d76a1dfa07442b512,2026-08-26,2026-08-27,VAL-ea26870d4b57f94abd5b7f78,2026-09-04,沿用,本周已复核、合理价值不变,4.607244,10.606419,20.909797,5.93775,13.474125,26.858422,,SZSE,0,0,,,2026,2,11,0.25681401976362916,0.248,-0.03432063316380296,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.41,VAL-10389c7d76a1dfa07442b512,明显偏贵
002437.SZ,誉衡药业,VAL-dd4ba41b0f15b1d145b2382d,2026-09-03,2026-09-04,VAL-11e82749c9c210cb83905c57,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.953964,4.372682,8.62043,1.859985,4.162371,8.205816,0.050526737376535014,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.94,VAL-dd4ba41b0f15b1d145b2382d,基本合理
002438.SZ,江苏神通,VAL-5447153ebadf7e1a253fc5d2,2026-08-26,2026-08-27,VAL-6f171383a24e21f2d639d82d,2026-09-04,沿用,本周已复核、合理价值不变,8.386304,19.184355,35.929556,9.153,21.8316,41.48004,,SZSE,0,0,,,,0,6,,0.674,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.53,VAL-5447153ebadf7e1a253fc5d2,基本合理
002439.SZ,启明星辰,VAL-7085b455b3f8c29f5dedd935,2026-08-26,2026-08-27,VAL-9e12631b8018a3c5c3b0454c,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,8.076561,13.460936,21.537497,0.40365,0.9558,1.83195,,SZSE,0,0,,,2026,1,4,0.025590221854056894,0.0225,-0.12075791572580652,机构EPS变化-12.1%,2026-09-04,13.5,VAL-7085b455b3f8c29f5dedd935,偏贵
002443.SZ,金洲管道,VAL-7f0e4c30eeca8cd23e95b622,2026-08-26,2026-08-27,VAL-903bf5479a3227fc261c006d,2026-09-04,沿用,本周已复核、合理价值不变,4.843012,12.126934,24.098644,7.8585,18.29,35.33628,,SZSE,0,0,,,2026,1,4,0.3880618944121239,0.3875,-0.0014479504950495325,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.74,VAL-7f0e4c30eeca8cd23e95b622,基本合理
002446.SZ,盛路通信,VAL-183cde404b1c42ac276f5bc1,2026-09-03,2026-09-04,VAL-3be92be2ad0b736e448084f7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.528787,1.088678,2.060402,1.004819,2.068745,3.97199,-0.47374936718415483,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.17,VAL-183cde404b1c42ac276f5bc1,明显偏贵
002448.SZ,中原内配,VAL-822c6762378791686847dab7,2026-09-03,2026-09-04,VAL-c2d75ff00f6c4fe31319b8f0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.400014,26.078463,48.841235,13.266676,31.220154,58.470889,-0.1575377027313477,SZSE,0,0,,,,,4,,0.925,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.66,VAL-822c6762378791686847dab7,基本合理
002459.SZ,晶澳科技,VAL-57fd3af83ed49059fda3b526,2026-09-03,2026-09-04,VAL-8e6ca5548a14bbe046d0ff28,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.373636,8.358989,13.135554,5.790185,9.006955,14.153786,-0.07194059122235785,SZSE,3,0,,,,,8,,-0.955285714286,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.73,VAL-57fd3af83ed49059fda3b526,基本合理
002460.SZ,赣锋锂业,VAL-e1ec906d108a300155f0ad07,2026-09-03,2026-09-04,VAL-0b221f4ceccb13f98da2c485,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,49.197942,124.046093,239.657053,45.880506,115.681617,223.496885,0.07230600702121248,SZSE,1,0,,,2026,2,11,4.204952320748408,3.518181818182,-0.16332420683528093,机构EPS变化-16.3%,2026-09-04,49.09,VAL-e1ec906d108a300155f0ad07,偏低
002463.SZ,沪电股份,VAL-074c3f11ae8acf83e19d85d0,2026-08-26,2026-08-27,VAL-134a3a3fca7b978bf9f375c7,2026-09-04,沿用,本周已复核、合理价值不变,65.080044,143.558921,286.160783,67.630263,155.549605,314.555868,,SZSE,0,0,,,,0,24,,3.255652173913,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,111.5,VAL-074c3f11ae8acf83e19d85d0,基本合理
002465.SZ,海格通信,VAL-33ecc42b6233d2b48740ae37,2026-08-26,2026-08-27,VAL-a0fe9caaa5020ed9cab2199b,2026-09-04,沿用,本周已复核、合理价值不变,4.02105,6.70175,10.7228,1.404,3.54,6.83928,,SZSE,0,0,,,,0,5,,0.076,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.0,VAL-33ecc42b6233d2b48740ae37,偏贵
002470.SZ,金正大,VAL-e98b0c9b14cd4e63a7f073b2,2026-09-03,2026-09-04,VAL-775a785049d297ff1a6aee3a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.447075,0.745125,1.1922,0.583932,0.973221,1.557153,-0.2343719595954925,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.09,VAL-e98b0c9b14cd4e63a7f073b2,明显偏贵
002471.SZ,中超控股,VAL-7a3ab448e499e80acf770b2f,2026-08-26,2026-08-27,VAL-b00f4bd45de900c91e490cf2,2026-09-04,沿用,本周已复核、合理价值不变,1.187056,1.978427,3.165484,1.187056,1.978427,3.165484,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.79,VAL-7a3ab448e499e80acf770b2f,明显偏贵
002472.SZ,双环传动,VAL-253c22603a6d1edc479eb6dd,2026-08-26,2026-08-27,VAL-8dd5191975b0cc7e5dfabbb3,2026-09-04,沿用,本周已复核、合理价值不变,26.050287,55.722539,108.136552,28.325,63.173333,124.3725,,SZSE,3,0,,,,0,13,,1.679230769231,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,38.05,VAL-253c22603a6d1edc479eb6dd,基本合理
002475.SZ,立讯精密,VAL-bf0ea8de13bf7d95e4e6acf1,2026-08-26,2026-08-27,VAL-b8df5116b1691d1b3caf0254,2026-09-04,沿用,本周已复核、合理价值不变,47.467154,104.706956,206.422285,53.602157,123.3985,243.271329,,SZSE,0,0,,,,0,18,,2.812352941176,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,54.3,VAL-bf0ea8de13bf7d95e4e6acf1,基本合理
002483.SZ,润邦股份,VAL-428a06987016182f73ed567c,2026-08-26,2026-08-27,VAL-2e841fc7dbecae05b8fedfc1,2026-09-04,沿用,本周已复核、合理价值不变,4.622,10.573203,19.802098,5.582788,12.771083,24.265058,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.47,VAL-428a06987016182f73ed567c,基本合理
002487.SZ,大金重工,VAL-5e396dd24cd3b34a524f1a6e,2026-08-26,2026-08-27,VAL-cb8c2f681cdee3326c5e8d83,2026-09-04,沿用,本周已复核、合理价值不变,33.044393,74.985353,145.638219,38.444476,87.239387,169.438277,,SZSE,0,0,,,2026,4,20,2.3535892311824216,2.431444444444,0.033079354812676875,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.22,VAL-5e396dd24cd3b34a524f1a6e,基本合理
002490.SZ,山东墨龙,VAL-b687f264474dab1643ca0b94,2026-09-03,2026-09-04,VAL-29e6df29d5e7c0327feb6c4f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.610337,1.098607,1.831012,0.631363,1.136453,1.894089,-0.033302108364218874,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.79,VAL-b687f264474dab1643ca0b94,明显偏贵
002491.SZ,通鼎互联,VAL-00ca8ed429df23dc639d1870,2026-08-26,2026-08-27,VAL-ae3d011796406f00bf654ba7,2026-09-04,沿用,本周已复核、合理价值不变,4.260041,9.397149,18.525807,3.955752,8.949665,17.290753,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.38,VAL-00ca8ed429df23dc639d1870,明显偏贵
002497.SZ,雅化集团,VAL-194f4ee5d6f6fc89acbe4a4d,2026-08-26,2026-08-27,VAL-688a54994c1ab6b28e3a1b7b,2026-09-04,沿用,本周已复核、合理价值不变,13.654981,32.129368,66.507792,32.1516,72.9594,141.703368,,SZSE,0,0,,,,0,5,,2.312,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.88,VAL-194f4ee5d6f6fc89acbe4a4d,基本合理
002498.SZ,汉缆股份,VAL-822c279d551a73122a9c29b0,2026-09-03,2026-09-04,VAL-0c12a7b495b6a5325600809c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.143461,4.925231,9.787419,2.032463,4.670181,9.280584,0.05461247829960825,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.61,VAL-822c279d551a73122a9c29b0,偏贵
002519.SZ,银河电子,VAL-a44a88deb1ca63ae1b3b225f,2026-08-26,2026-08-27,VAL-2b8058868021e30679b21008,2026-09-04,沿用,本周已复核、合理价值不变,1.972254,3.550058,5.916763,1.968847,3.543925,5.906542,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.72,VAL-a44a88deb1ca63ae1b3b225f,偏贵
002520.SZ,日发精机,VAL-573af4bbf6c372d0e59cfcca,2026-08-26,2026-08-27,VAL-99b47d05c1c6c317a184a0f5,2026-09-04,沿用,本周已复核、合理价值不变,0.373166,0.621944,0.99511,0.355114,0.591857,0.946972,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.4,VAL-573af4bbf6c372d0e59cfcca,明显偏贵
002527.SZ,新时达,VAL-5ca7f8320683fcd147fad392,2026-09-03,2026-09-04,VAL-13ebf3fb7e0013de73f8643c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.861137,3.350046,5.58341,1.875923,3.376662,5.62777,-0.007882214185967462,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.05,VAL-5ca7f8320683fcd147fad392,明显偏贵
002536.SZ,飞龙股份,VAL-40c8723427d410b25f761186,2026-08-26,2026-08-27,VAL-0bda06967ebf09d3228111b4,2026-09-04,沿用,本周已复核、合理价值不变,9.542614,22.55666,44.824595,16.652133,38.756444,74.877451,,SZSE,1,0,,,2026,2,10,0.764632551312742,0.814545454545,0.0652769793106065,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,58.26,VAL-40c8723427d410b25f761186,明显偏贵
002538.SZ,ST司特,VAL-c7a0f773602d07ef79325bd2,2026-09-03,2026-09-04,VAL-9d86f55dff9f8bef3f36c33c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.862198,4.481224,8.932574,2.059482,4.955972,9.878904,-0.09579308766047068,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.95,VAL-c7a0f773602d07ef79325bd2,偏贵
002539.SZ,云图控股,VAL-7a3e5bdab9438b82d280c2e7,2026-08-26,2026-08-27,VAL-d3c1340d23900bf9a0788c51,2026-09-04,沿用,本周已复核、合理价值不变,9.867836,25.877192,51.58187,8.91748,22.07544,44.00371,,SZSE,0,0,,,2026,1,15,1.1500974342839831,1.064,-0.07486099152771764,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.4,VAL-7a3e5bdab9438b82d280c2e7,基本合理
002544.SZ,普天科技,VAL-dcccf8a3c9998bb6acc78cca,2026-08-26,2026-08-27,VAL-dc5c4b884fcf86c8bd657b13,2026-09-04,沿用,本周已复核、合理价值不变,4.911495,8.185825,13.09732,1.6875,3.9375,7.56,,SZSE,0,0,,,,0,1,,0.09,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.96,VAL-dcccf8a3c9998bb6acc78cca,明显偏贵
002545.SZ,东方铁塔,VAL-5004a44c6bb0514b09976ed7,2026-08-26,2026-08-27,VAL-60c2892b38d187236e1dd15a,2026-09-04,待复核,已核验新增法定事实，但其利润、摊薄或估值倍数影响尚需模型级核算；现区间暂不篡改,12.405996,29.854,59.508974,11.313343,28.006457,55.826205,,SZSE,1,1,2026-09-04 东方铁塔：关于拟收购股权之目标公司取得采矿许可证及不动产权证书（采矿权）的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-09-04/4173db15-89b1-4e83-8b0e-7343353f4dd6.PDF,,0,8,,1.40625,,拟收购标的取得采矿许可证及采矿权证，但72%股权过户尚未完成，需更新交易成功率与情景,2026-09-04,17.85,VAL-5004a44c6bb0514b09976ed7,基本合理
002552.SZ,宝鼎科技,VAL-e23b3a92eced872ef4c933f6,2026-08-26,2026-08-27,VAL-dfa3facfc8d479be39cb9df5,2026-09-04,沿用,本周已复核、合理价值不变,9.603146,21.96798,41.142889,6.889081,15.759335,29.942736,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,45.96,VAL-e23b3a92eced872ef4c933f6,明显偏贵
002555.SZ,三七互娱,VAL-4e059b7d4c91702b3c97b14e,2026-08-26,2026-08-27,VAL-e3c720d46d76fbb2c80c0836,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,14.459477,35.530766,68.219071,16.821769,37.811477,73.650182,,SZSE,0,0,,,2026,1,22,1.2358527401830293,1.385,0.12068368258412576,机构EPS变化+12.1%,2026-09-04,18.67,VAL-4e059b7d4c91702b3c97b14e,基本合理
002556.SZ,辉隆股份,VAL-2bc17eebbd6c2c353f81dafd,2026-08-26,2026-08-27,VAL-4fbcbe1c609e6a3a4bf6ccd2,2026-09-04,沿用,本周已复核、合理价值不变,3.448545,5.747576,9.196121,1.9734,4.6138,8.988768,,SZSE,0,0,,,2026,1,3,0.2250353210368681,0.23,0.02206177652582153,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.35,VAL-2bc17eebbd6c2c353f81dafd,基本合理
002560.SZ,通达股份,VAL-d47d01697a693ea049c2a43c,2026-08-26,2026-08-27,VAL-b3ecf9e31cdb65d71bcc0df1,2026-09-04,沿用,本周已复核、合理价值不变,3.257842,7.452579,13.957615,5.4675,13.041,24.7779,,SZSE,0,0,,,,0,2,,0.405,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.22,VAL-d47d01697a693ea049c2a43c,基本合理
002574.SZ,明牌珠宝,VAL-2cfff7ee07613ae5b7a11e5b,2026-09-03,2026-09-04,VAL-42cedd7d29169d63ddb52d8a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.593147,7.144896,11.227694,4.632389,7.205938,11.323617,-0.008471129408741507,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.19,VAL-2cfff7ee07613ae5b7a11e5b,基本合理
002588.SZ,史丹利,VAL-de1710a24b3dd8324519f161,2026-08-26,2026-08-27,VAL-e6a36243efd9f029d57d2644,2026-09-04,沿用,本周已复核、合理价值不变,6.575096,13.925715,24.708198,8.247301,15.192397,23.439698,,SZSE,0,0,,,2026,3,7,0.8429609866716843,0.92,0.09139095942327491,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.08,VAL-de1710a24b3dd8324519f161,基本合理
002594.SZ,比亚迪,VAL-654a1e2e741766b583e992a4,2026-09-03,2026-09-04,VAL-2b2ac93cc2ee8531ec91e413,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,74.861866,164.731005,319.681107,76.481462,168.294872,326.597237,-0.021176324178464045,SZSE,0,0,,,2026,10,33,4.2889056336907405,4.37503030303,0.020080803052117124,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,87.4,VAL-654a1e2e741766b583e992a4,基本合理
002600.SZ,领益智造,VAL-5a01616e976620da49208496,2026-09-03,2026-09-04,VAL-9983943872906b66de78e44b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.195091,18.596553,36.661776,9.286116,21.07234,41.542613,-0.1174899013309505,SZSE,0,0,,,2026,4,11,0.38388428929297536,0.401818181818,0.04671692232587765,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.63,VAL-5a01616e976620da49208496,基本合理
002623.SZ,亚玛顿,VAL-574857165564ffb10f9c566d,2026-09-03,2026-09-04,VAL-3605ffa2791936ca925fab65,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,12.034205,18.719875,29.416946,12.373668,19.247927,30.246743,-0.027434258139097722,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.48,VAL-574857165564ffb10f9c566d,基本合理
002625.SZ,光启技术,VAL-6f64ca3152b62d5b2807c68e,2026-08-26,2026-08-27,VAL-02cec30b3d7b1ad76c6b2574,2026-09-04,沿用,本周已复核、合理价值不变,6.217788,12.801329,24.227429,9.1875,19.7225,37.8672,,SZSE,0,0,,,,0,2,,0.49,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.39,VAL-6f64ca3152b62d5b2807c68e,明显偏贵
002627.SZ,三峡旅游,VAL-ba0156122ec0898dd4963006,2026-08-26,2026-08-27,VAL-39b036bcc8af817b7d16ef6d,2026-09-04,沿用,本周已复核、合理价值不变,2.486609,6.262064,12.56967,3.2877,7.46055,14.490046,,SZSE,0,0,,,2026,1,14,0.2277114079680925,0.235714285714,0.0351448257130309,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.19,VAL-ba0156122ec0898dd4963006,偏贵
002632.SZ,道明光学,VAL-7dfdb1c49de9ab78fdc91cfb,2026-08-26,2026-08-27,VAL-95d2e16c1f7dd7a6eb3d2d9b,2026-09-04,沿用,本周已复核、合理价值不变,3.76266,8.645818,17.18097,6.6378,16.1875,31.9125,,SZSE,0,0,,,,0,2,,0.325,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.53,VAL-7dfdb1c49de9ab78fdc91cfb,偏贵
002635.SZ,安洁科技,VAL-d8c441f7ed894d203614e627,2026-08-26,2026-08-27,VAL-e19d0ba446c1f6f50b91b4dc,2026-09-04,沿用,本周已复核、合理价值不变,8.003224,13.338706,21.34193,0.75703,1.712737,3.309007,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.93,VAL-d8c441f7ed894d203614e627,偏贵
002649.SZ,博彦科技,VAL-bd7b7ecba99f05b12e95f61f,2026-08-26,2026-08-27,VAL-c3ec02d05bf927472b9f80a1,2026-09-04,沿用,本周已复核、合理价值不变,6.347758,10.579596,16.927354,5.9202,14.0184,26.8686,,SZSE,0,0,,,,0,2,,0.33,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.94,VAL-bd7b7ecba99f05b12e95f61f,基本合理
002651.SZ,利君股份,VAL-6f43cefef65368f67b4f48d4,2026-09-03,2026-09-04,VAL-904522d36d3bda6ebcf060fb,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.570941,1.175466,2.224654,0.759582,1.563845,3.002583,-0.24834866772229114,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.68,VAL-6f43cefef65368f67b4f48d4,明显偏贵
002664.SZ,信质集团,VAL-4bd3eef000c0d2fe4f5d8f04,2026-08-26,2026-08-27,VAL-64f26314f6f9ea882ad8d5e2,2026-09-04,沿用,本周已复核、合理价值不变,4.881053,11.165808,20.911964,10.8,28.0,53.2,,SZSE,2,0,,,,0,1,,0.8,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.2,VAL-4bd3eef000c0d2fe4f5d8f04,偏贵
002669.SZ,康达新材,VAL-7412462a5a754af15b554c46,2026-08-26,2026-08-27,VAL-cd541fb5386156004977777a,2026-09-04,沿用,本周已复核、合理价值不变,8.119176,13.53196,21.651136,5.805,15.05,28.595,,SZSE,0,0,,,,0,1,,0.43,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.75,VAL-7412462a5a754af15b554c46,基本合理
002683.SZ,广东宏大,VAL-cd95a37dd7b4245e3fa37f29,2026-08-26,2026-08-27,VAL-39c35df183cf6c677029cb67,2026-09-04,沿用,本周已复核、合理价值不变,31.328197,70.287621,133.024344,32.039062,68.777188,132.0522,,SZSE,0,0,,,2026,1,8,1.6065741974049716,1.68,0.045703337395577304,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.94,VAL-cd95a37dd7b4245e3fa37f29,偏低
002703.SZ,浙江世宝,VAL-449c532eeaf3f0ca623fc4c5,2026-08-26,2026-08-27,VAL-1f82ec9f073692361b2f9aa1,2026-09-04,沿用,本周已复核、合理价值不变,2.787205,6.404424,12.726871,4.006607,8.966193,17.676209,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.11,VAL-449c532eeaf3f0ca623fc4c5,明显偏贵
002708.SZ,光洋股份,VAL-ed44604776f3fa1333aafdcb,2026-09-03,2026-09-04,VAL-964a27656d9c9ce10d5e53f0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.488056,3.330048,6.564952,9.287598,22.649522,44.651914,-0.8491378057883742,SZSE,1,0,,,,,2,,0.395,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.27,VAL-ed44604776f3fa1333aafdcb,明显偏贵
002709.SZ,天赐材料,VAL-880f103b64f528896d8e466e,2026-08-26,2026-08-27,VAL-75705e600724a433f98d5799,2026-09-04,沿用,本周已复核、合理价值不变,31.261681,76.396889,150.61101,45.647344,103.584356,201.183839,,SZSE,0,0,,,2026,6,20,3.0830060166820483,3.210052631579,0.04120868211398432,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.83,VAL-880f103b64f528896d8e466e,基本合理
002716.SZ,湖南白银,VAL-40f341ef106617a66cffadac,2026-08-26,2026-08-27,VAL-b3784ba8f37ddb84d1c5285b,2026-09-04,沿用,本周已复核、合理价值不变,1.384061,3.256615,6.741192,1.660873,4.070768,7.864724,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.22,VAL-40f341ef106617a66cffadac,明显偏贵
002721.SZ,金一文化,VAL-76dd56bacf91647bbb477041,2026-09-03,2026-09-04,VAL-af199b29b4385dc0b694c423,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.83582,1.843722,3.634766,0.876566,1.933601,3.811956,-0.04648300261158844,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.15,VAL-76dd56bacf91647bbb477041,偏贵
002724.SZ,海洋王,VAL-5da0825c1011c312522363bc,2026-08-26,2026-08-27,VAL-4c41b7c9fd88bfa063326364,2026-09-04,沿用,本周已复核、合理价值不变,3.165813,5.276355,8.442168,0.082655,0.202586,0.391395,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.86,VAL-5da0825c1011c312522363bc,偏贵
002738.SZ,中矿资源,VAL-66add67524641ed39ae2912b,2026-08-26,2026-08-27,VAL-5c4c3dc9fc6c60820a666234,2026-09-04,沿用,本周已复核、合理价值不变,35.624185,89.821663,173.535452,35.701875,91.238125,178.826725,,SZSE,0,0,,,2026,2,20,3.806002655799824,3.742631578947,-0.01665029759142589,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,48.39,VAL-66add67524641ed39ae2912b,基本合理
002747.SZ,埃斯顿,VAL-be0c2612e6876ec8e256dfb7,2026-08-26,2026-08-27,VAL-1c6eed32ddc01b6d97bcc8da,2026-09-04,沿用,本周已复核、合理价值不变,3.710451,8.184819,16.001321,6.4,14.72,29.194667,,SZSE,0,0,,,,0,5,,0.242,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.88,VAL-be0c2612e6876ec8e256dfb7,明显偏贵
002749.SZ,国光股份,VAL-1f2d4c93ce23728f7a2177f1,2026-08-26,2026-08-27,VAL-0f985b0567d456ae4679065e,2026-09-04,沿用,本周已复核、合理价值不变,6.604832,16.350424,32.591845,7.2644,17.9832,35.846512,,SZSE,0,0,,,2026,4,6,0.7697939707549052,0.741666666667,-0.03653874303577864,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.76,VAL-1f2d4c93ce23728f7a2177f1,基本合理
002758.SZ,浙农股份,VAL-d39afc1308c3c10beb562742,2026-09-03,2026-09-04,VAL-3cffce66d31fdcf994903a12,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.726946,14.54491,23.271855,9.014671,15.024452,24.039123,-0.031917428934491565,SZSE,0,0,,,,,1,,0.83,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.88,VAL-d39afc1308c3c10beb562742,基本合理
002773.SZ,康弘药业,VAL-50da56db16b7bd16579b510f,2026-08-26,2026-08-27,VAL-831116030d127654a84d6dc8,2026-09-04,沿用,本周已复核、合理价值不变,24.603488,58.149,115.91034,26.662945,65.593125,132.643875,,SZSE,1,0,,,,0,3,,1.23,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.3,VAL-50da56db16b7bd16579b510f,偏低
002783.SZ,凯龙股份,VAL-52ae2d2473a9db7336c46930,2026-08-26,2026-08-27,VAL-98d6c591762a9dfa8c1e0649,2026-09-04,沿用,本周已复核、合理价值不变,1.704783,4.10242,8.17749,1.757196,4.228546,8.428901,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.05,VAL-52ae2d2473a9db7336c46930,偏贵
002792.SZ,通宇通讯,VAL-4cf3fba6e1f4f80a0142a42e,2026-08-26,2026-08-27,VAL-8344e1c0d0f1a147c3759d4f,2026-09-04,沿用,本周已复核、合理价值不变,4.816373,8.027289,12.843662,2.97,7.084,14.168,,SZSE,1,0,,,,0,2,,0.105,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.44,VAL-4cf3fba6e1f4f80a0142a42e,明显偏贵
002812.SZ,恩捷股份,VAL-52a63bfb4333c46d2de52651,2026-08-26,2026-08-27,VAL-8be1af7bae801fc375e252de,2026-09-04,沿用,本周已复核、合理价值不变,26.956381,67.966943,131.312134,25.731,65.757,128.88372,,SZSE,0,0,,,2026,2,20,2.303964167250625,2.308333333333,0.0018963689385798066,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,48.27,VAL-52a63bfb4333c46d2de52651,基本合理
002819.SZ,东方中科,VAL-4af80133a5b1920785451f74,2026-08-26,2026-08-27,VAL-3f1a301c302c1c04438b369a,2026-09-04,沿用,本周已复核、合理价值不变,8.946716,16.104089,26.840148,8.989465,16.181038,26.968396,,SZSE,0,0,,,,0,1,,-0.03,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.5,VAL-4af80133a5b1920785451f74,偏贵
002827.SZ,高争民爆,VAL-d6ba98d87815122d7f16b7be,2026-08-26,2026-08-27,VAL-043b47b097f9a6a29746a620,2026-09-04,沿用,本周已复核、合理价值不变,7.298928,16.771433,33.328192,5.474196,13.417146,25.921927,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,66.15,VAL-d6ba98d87815122d7f16b7be,明显偏贵
002829.SZ,星网宇达,VAL-a8de0403840cee1c538b9297,2026-08-26,2026-08-27,VAL-d021f3734e3bc734c2b7413b,2026-09-04,沿用,本周已复核、合理价值不变,8.127427,14.629369,24.382282,7.450677,13.411219,22.352032,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.18,VAL-a8de0403840cee1c538b9297,偏贵
002837.SZ,英维克,VAL-33bcb7a460380f59ee11eade,2026-08-26,2026-08-27,VAL-583be09a72ff436711a69069,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,26.792446,64.404917,126.969694,24.23967,56.4158,108.995326,,SZSE,0,0,,,2026,1,11,1.2267603323917156,0.97275,-0.20705783002984135,机构EPS变化-20.7%,2026-09-04,63.91,VAL-33bcb7a460380f59ee11eade,基本合理
002842.SZ,翔鹭钨业,VAL-ef6171020f00bb311fc6630e,2026-09-03,2026-09-04,VAL-a1c242720eb84a93860d74d6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,20.083954,47.71075,94.058335,12.760494,30.313392,59.760687,0.5739165953125287,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.14,VAL-ef6171020f00bb311fc6630e,基本合理
002850.SZ,科达利,VAL-8487501773ae8036e2be0660,2026-08-26,2026-08-27,VAL-a5a87fd672aa5b1b6d21747d,2026-09-04,沿用,本周已复核、合理价值不变,139.461571,306.880473,595.539917,142.514625,317.8508,625.768763,,SZSE,0,0,,,2026,10,26,8.127131157835805,8.054416666667,-0.008947129036879997,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,172.3,VAL-8487501773ae8036e2be0660,基本合理
002851.SZ,麦格米特,VAL-45abfc73adf8361b46cecc2f,2026-09-03,2026-09-04,VAL-86a24987bf2a2c2e75063f27,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,24.747562,56.971813,112.31586,13.883889,23.139815,37.023703,1.2072177057163165,SZSE,0,0,,,2026,5,13,1.3757021704901682,1.394615384615,0.01374804411197017,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,121.17,VAL-45abfc73adf8361b46cecc2f,明显偏贵
002859.SZ,洁美科技,VAL-ff9321c582895c52f737d559,2026-08-26,2026-08-27,VAL-1d91de5bc158ba546bf04513,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,19.765288,44.851999,88.422513,21.72,49.956,99.912,,SZSE,2,0,,,2026,2,8,0.9050040206311957,1.00375,0.10911109466666646,机构EPS变化+10.9%,2026-09-04,61.44,VAL-ff9321c582895c52f737d559,偏贵
002869.SZ,金溢科技,VAL-b8c8184dc7d28bf5d22f60fa,2026-08-26,2026-08-27,VAL-a1f5952cbb0e42fad0e0eee5,2026-09-04,沿用,本周已复核、合理价值不变,13.581145,22.635242,33.952863,13.67472,22.7912,34.186799,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.4,VAL-b8c8184dc7d28bf5d22f60fa,基本合理
002886.SZ,沃特股份,VAL-f8167dbcb3deeb0dfb42400d,2026-08-26,2026-08-27,VAL-3a1e6517e953b18eff7e464e,2026-09-04,沿用,本周已复核、合理价值不变,4.788993,11.320135,22.495373,6.6976,15.418667,30.3968,,SZSE,0,0,,,2026,2,3,0.383733404218898,0.373333333333,-0.02710233399426798,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.11,VAL-f8167dbcb3deeb0dfb42400d,明显偏贵
002895.SZ,川恒股份,VAL-6c2210b99a564b894e5f7773,2026-08-26,2026-08-27,VAL-98ac8006852ff82277a175e8,2026-09-04,沿用,本周已复核、合理价值不变,19.716072,47.723005,98.78662,20.046,48.5216,100.439712,,SZSE,0,0,,,2026,5,13,2.5277015228429103,2.493846153846,-0.013393736835998427,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.6,VAL-6c2210b99a564b894e5f7773,基本合理
002896.SZ,中大力德,VAL-717af5433d7eb63017fa63af,2026-08-26,2026-08-27,VAL-6ebdf61e5ce9d974795a55ac,2026-09-04,沿用,本周已复核、合理价值不变,2.821017,6.313017,12.445662,8.29725,19.10125,37.65675,,SZSE,0,0,,,,0,5,,0.436,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,62.63,VAL-717af5433d7eb63017fa63af,明显偏贵
002906.SZ,华阳集团,VAL-867212f2e1fdeedbb4bccf8e,2026-08-26,2026-08-27,VAL-e6a65706de2e573f2d61276a,2026-09-04,沿用,本周已复核、合理价值不变,22.58634,53.389185,106.094989,37.1631,86.494,167.106408,,SZSE,3,0,,,2026,6,13,1.8098028949191804,1.815384615385,0.0030841593200505724,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.45,VAL-867212f2e1fdeedbb4bccf8e,基本合理
002907.SZ,华森制药,VAL-cd8f5bfe0dacff00b2506eb3,2026-08-26,2026-08-27,VAL-07709d4faba2f0c0035dc9c4,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,4.038254,9.848028,19.414683,2.07115,5.076347,9.807503,,SZSE,0,0,,,2026,1,0,0.22509777229499206,,,当前机构EPS缺失,2026-09-04,14.49,VAL-cd8f5bfe0dacff00b2506eb3,偏贵
002916.SZ,深南电路,VAL-be7f790bd29cf68b677ac8b6,2026-09-03,2026-09-04,VAL-dd2c1c80a171dac2d3d4dd65,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,202.664519,459.892561,916.719172,186.209513,422.552357,842.287698,0.08836823173567043,SZSE,0,0,,,2026,8,21,8.679044221186448,8.404285714286,-0.031657691780131,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,331.8,VAL-be7f790bd29cf68b677ac8b6,基本合理
002917.SZ,金奥博,VAL-950f4121df2a66ddb3056cf5,2026-08-26,2026-08-27,VAL-43c611d72ae320489a18362b,2026-09-04,沿用,本周已复核、合理价值不变,7.685836,17.581978,32.928532,7.71399,17.646382,33.528126,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.58,VAL-950f4121df2a66ddb3056cf5,基本合理
002921.SZ,联诚精密,VAL-725f5efd6644edfe05301f68,2026-08-26,2026-08-27,VAL-8bd9d4fd485ca73c80e492c3,2026-09-04,沿用,本周已复核、合理价值不变,8.808055,15.8545,26.424166,8.803166,15.845699,26.409498,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.9,VAL-725f5efd6644edfe05301f68,偏贵
002922.SZ,伊戈尔,VAL-c27c28d25cdd7f3bf51c03d7,2026-08-26,2026-08-27,VAL-5f8f7c90d3590c95d5e4b41e,2026-09-04,沿用,本周已复核、合理价值不变,20.384393,46.256892,91.192159,14.04,31.86,61.8792,,SZSE,0,0,,,2026,5,11,0.9333513330728646,0.951,0.018908921326582284,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.27,VAL-c27c28d25cdd7f3bf51c03d7,基本合理
002929.SZ,润建股份,VAL-8df1698b362fe2aa43fba30b,2026-08-26,2026-08-27,VAL-ff48b729085e4f4fec4aafaa,2026-09-04,沿用,本周已复核、合理价值不变,20.700257,34.500428,55.200685,27.4456,63.877333,123.411008,,SZSE,0,0,,,,0,3,,1.353333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,50.65,VAL-8df1698b362fe2aa43fba30b,偏贵
002931.SZ,锋龙股份,VAL-b1bd9a5de28496d3880c5ddb,2026-08-26,2026-08-27,VAL-625fb550faf660e3604ab21f,2026-09-04,沿用,本周已复核、合理价值不变,4.205311,7.008852,11.214163,0.318407,0.712548,1.404738,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.68,VAL-b1bd9a5de28496d3880c5ddb,明显偏贵
002933.SZ,新兴装备,VAL-3d0774152904981c917b2318,2026-08-26,2026-08-27,VAL-f18b235df690fbea97a29b62,2026-09-04,沿用,本周已复核、合理价值不变,3.430123,7.062017,13.365372,1.910553,3.933491,7.552302,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.93,VAL-3d0774152904981c917b2318,明显偏贵
002935.SZ,天奥电子,VAL-a8ad695c973655b74c23e380,2026-08-26,2026-08-27,VAL-0387c2bf7b556d23ded2d579,2026-09-04,沿用,本周已复核、合理价值不变,3.938933,8.688822,16.237236,4.00563,8.835949,16.751487,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.78,VAL-a8ad695c973655b74c23e380,偏贵
002938.SZ,鹏鼎控股,VAL-c0a99392294b45e9a91204c8,2026-08-26,2026-08-27,VAL-d89c897d586e545e27e05698,2026-09-04,沿用,本周已复核、合理价值不变,48.879822,110.919595,218.670059,54.09963,122.764545,244.71066,,SZSE,0,0,,,2026,8,22,2.238087067191622,2.277727272727,0.017711645858853542,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,83.29,VAL-c0a99392294b45e9a91204c8,基本合理
002943.SZ,宇晶股份,VAL-2aeba53b4456a04f96ea9950,2026-09-03,2026-09-04,VAL-8d61761be8c8cb87ffebeb10,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.740856,4.263554,6.69987,3.789979,5.895523,9.264393,-0.27681497562026214,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.0,VAL-2aeba53b4456a04f96ea9950,明显偏贵
002957.SZ,科瑞技术,VAL-22ee3a30f932f53410f89b93,2026-09-03,2026-09-04,VAL-d49c65429f3b8a788452f607,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.527291,35.745659,70.470013,15.591365,35.893165,70.760811,-0.004109583985713816,SZSE,0,0,,,2026,2,8,0.8655123235549552,0.88,0.016738844786795104,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.2,VAL-22ee3a30f932f53410f89b93,偏贵
002965.SZ,祥鑫科技,VAL-38189eb3c5fe2ac658e25def,2026-08-26,2026-08-27,VAL-448f2f15f1e59eb4484ebb6a,2026-09-04,沿用,本周已复核、合理价值不变,14.205416,23.675693,37.881108,1.645926,3.765191,7.153863,,SZSE,0,0,,,,0,2,,0.39,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.97,VAL-38189eb3c5fe2ac658e25def,偏贵
002967.SZ,广电计量,VAL-fd7afd23ba9e88197fe999d7,2026-08-26,2026-08-27,VAL-aa96334b2cccda9d06f15cfe,2026-09-04,沿用,本周已复核、合理价值不变,19.58323,44.438869,83.045136,18.847059,43.348235,82.181029,,SZSE,0,0,,,2026,3,17,0.7845845431522378,0.782352941176,-0.0028443104005999587,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.67,VAL-fd7afd23ba9e88197fe999d7,偏低
002975.SZ,博杰股份,VAL-a16750a3a869a5546acdf07d,2026-09-03,2026-09-04,VAL-8fac1c4b0841db6a27e9618d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,23.718789,53.079132,104.641717,38.050539,92.793259,182.935282,-0.4130564675293207,SZSE,0,0,,,,,3,,1.903333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,95.03,VAL-a16750a3a869a5546acdf07d,偏贵
002977.SZ,ST天箭,VAL-e3e88d85999e27b1f8be67e8,2026-09-03,2026-09-04,VAL-c2f7b4a0c05810c4d8062e94,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.031621,12.656919,21.094864,7.080617,12.745111,21.241852,-0.006919695458345809,SZSE,1,1,2026-09-04 *ST天箭：关于参加举办四川辖区2026年投资者网上集体接待日及半年度报告业绩说明会活动的公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-09-04/d866fa5e-a3c7-4b36-bf45-c2578f78f2a2.PDF,,,0,,,,仅为业绩说明会/投资者接待日通知，无新增经营或财务事实,2026-09-04,20.94,VAL-e3e88d85999e27b1f8be67e8,偏贵
002979.SZ,雷赛智能,VAL-5f1213bc3435e23d6600f771,2026-09-03,2026-09-04,VAL-ada2e9858ef36a42685cde79,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,22.422297,54.680907,107.799503,18.902795,43.516468,85.789608,0.2352469461230262,SZSE,3,0,,,2026,1,8,1.2498493061437845,1.1395,-0.08829008873417721,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,53.02,VAL-5f1213bc3435e23d6600f771,基本合理
002980.SZ,华盛昌,VAL-edb3bca2a64597ca07e1c69f,2026-08-26,2026-08-27,VAL-d146d4c65938cb26ef93dc3f,2026-09-04,沿用,本周已复核、合理价值不变,11.545414,25.836924,50.93565,27.5808,68.0,131.376,,SZSE,0,0,,,,0,1,,1.37,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,107.36,VAL-edb3bca2a64597ca07e1c69f,明显偏贵
002984.SZ,森麒麟,VAL-cb1e48d16fcbe3e7f431ba37,2026-08-26,2026-08-27,VAL-b6264686b7f0db2f34774cbc,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,20.337883,43.074592,81.521743,28.6875,61.5825,118.2384,,SZSE,0,0,,,2026,2,14,1.0429683379677808,1.193571428571,0.14439852593863844,机构EPS变化+14.4%,2026-09-04,13.76,VAL-cb1e48d16fcbe3e7f431ba37,偏低
002985.SZ,北摩高科,VAL-85273517744e8b87e928e850,2026-08-26,2026-08-27,VAL-2d0901a79b3c2c8559b7ee87,2026-09-04,沿用,本周已复核、合理价值不变,17.368046,38.311865,71.595298,18.768,43.1664,81.8363,,SZSE,1,1,2026-09-04 北摩高科：关于回购股份事项的进展公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-09-04/a9acc8a4-f54c-44e2-9588-484de59baf9f.PDF,,0,5,,0.774,,截至8月31日尚未实施股份回购，未形成股本变化,2026-09-04,27.71,VAL-85273517744e8b87e928e850,基本合理
002999.SZ,天禾股份,VAL-36c2e7caa88d8fa15de36de1,2026-08-26,2026-08-27,VAL-9fd0b2191580c163daa039d0,2026-09-04,沿用,本周已复核、合理价值不变,3.182685,5.304475,8.48716,1.424083,3.222169,5.753872,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.57,VAL-36c2e7caa88d8fa15de36de1,偏贵
003008.SZ,开普检测,VAL-39386b51de1e9c4ae9987231,2026-08-26,2026-08-27,VAL-fde773e0ef093461bab44594,2026-09-04,沿用,本周已复核、合理价值不变,9.9101,22.670164,42.457979,14.715,38.15,72.485,,SZSE,0,0,,,,0,1,,1.09,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.7,VAL-39386b51de1e9c4ae9987231,基本合理
003009.SZ,中天火箭,VAL-39e00662d3b8916714972e6a,2026-08-26,2026-08-27,VAL-f40d790e667de47b1074b18f,2026-09-04,沿用,本周已复核、合理价值不变,11.73716,19.561933,31.299094,4.56,11.4,21.6125,,SZSE,0,0,,,2026,1,1,0.22517701937528586,0.21,-0.06740039200000003,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,47.14,VAL-39e00662d3b8916714972e6a,明显偏贵
003018.SZ,金富科技,VAL-4d0a071cffac77a1eb7a6cb5,2026-09-03,2026-09-04,VAL-033ca67e8a167aeb90066858,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,17.18261,38.991307,76.868576,11.52,27.230769,54.112985,0.44962070301108104,SZSE,2,0,,,2026,2,7,0.7867495275091304,0.842857142857,0.07131572805071484,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,55.5,VAL-4d0a071cffac77a1eb7a6cb5,偏贵
003021.SZ,兆威机电,VAL-3abb868d65cf56144fa2c8d4,2026-08-26,2026-08-27,VAL-07f8a535f5e0d68537fe0f48,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,25.796811,52.352352,102.348847,40.13,92.299,183.059683,,SZSE,0,0,,,2026,1,4,0.6813228631180824,1.1952,0.7542343941463414,机构EPS变化+75.4%,2026-09-04,72.48,VAL-3abb868d65cf56144fa2c8d4,偏贵
003025.SZ,思进智能,VAL-f9d62892bbd5b18bb7890a58,2026-09-03,2026-09-04,VAL-dd498543bc24517abe200f91,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.068264,16.241416,32.274942,7.234151,16.62259,33.032411,-0.022931086857169602,SZSE,0,0,,,,,1,,0.73,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.2,VAL-f9d62892bbd5b18bb7890a58,基本合理
003031.SZ,中瓷电子,VAL-80f562aab8130181fddcce76,2026-08-26,2026-08-27,VAL-0da2a33e6d16007b44d1e36f,2026-09-04,沿用,本周已复核、合理价值不变,36.848704,86.702832,169.504037,31.935543,72.25236,139.59156,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,113.78,VAL-80f562aab8130181fddcce76,偏贵
003032.SZ,传智教育,VAL-989760d216d64bfc95eaf2b8,2026-09-03,2026-09-04,VAL-484b7fd8d013ed6b71747b3d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.687146,4.478576,7.165722,2.616947,4.361578,6.978525,0.02682472298945715,SZSE,0,0,,,2026,1,2,0.1689661384404177,0.16,-0.0530647058823529,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.72,VAL-989760d216d64bfc95eaf2b8,明显偏贵
003033.SZ,征和工业,VAL-87b3f5958854834bdc0f32cf,2026-09-03,2026-09-04,VAL-b7364ac96ddd5ad14a7cee46,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,24.374299,56.00712,111.297349,30.990092,77.599388,154.205505,-0.25976789832679936,SZSE,0,0,,,,,2,,2.445,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,66.76,VAL-87b3f5958854834bdc0f32cf,偏贵
003040.SZ,楚天龙,VAL-f933035b197c500558787074,2026-08-26,2026-08-27,VAL-6b9de2d383510f2374982674,2026-09-04,沿用,本周已复核、合理价值不变,2.703387,4.505646,7.209033,2.80967,4.682784,7.492454,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.12,VAL-f933035b197c500558787074,明显偏贵
003816.SZ,中国广核,VAL-acc868c0ae484d5cef233eb4,2026-08-26,2026-08-27,VAL-094f875747856bf8fbd817f1,2026-09-04,沿用,本周已复核、合理价值不变,2.752741,6.072223,11.793606,2.9214,6.629331,12.875634,,SZSE,0,0,,,,0,16,,0.209375,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.37,VAL-acc868c0ae484d5cef233eb4,基本合理
03888.HK,金山软件,VAL-99cf8dcc5254c903504ca0de,2026-08-06,2026-08-06,,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,22.76815,31.369451,58.185272,,,,,,0,0,,,2026,2,0,1.5410664490311332,,,法定披露索引缺口；当前机构EPS缺失,,,,
09880.HK,优必选,VAL-15c0905479bdb0f27a96dd77,2026-08-04,2026-08-04,,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,66.597451,99.896177,149.844266,,,,,,0,0,,,2026,7,0,-0.4036636397277228,,,法定披露索引缺口；当前机构EPS缺失,,,,
300001.SZ,特锐德,VAL-f6f1d977c50ecfb9894c83df,2026-08-26,2026-08-27,VAL-2d884102d836441aa227cbdd,2026-09-04,沿用,本周已复核、合理价值不变,30.560424,69.348654,136.715919,20.153782,45.733582,88.824779,,SZSE,0,0,,,2026,2,12,1.3992868107025183,1.435454545455,0.025847263388642627,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.38,VAL-f6f1d977c50ecfb9894c83df,基本合理
300004.SZ,南风股份,VAL-bddcddcc9baca28544617eed,2026-08-26,2026-08-27,VAL-dae5a4843f027ea915821d66,2026-09-04,沿用,本周已复核、合理价值不变,3.31877,5.531284,8.850054,4.8672,12.0,23.184,,SZSE,0,0,,,,0,1,,0.12,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.71,VAL-bddcddcc9baca28544617eed,偏贵
300007.SZ,汉威科技,VAL-fcfb0cfee373243d36a2bb1b,2026-09-03,2026-09-04,VAL-997fe21e6910a6ba39523f7e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.415489,7.81321,14.633027,2.701183,6.179176,11.740434,0.26444201186010585,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.54,VAL-fcfb0cfee373243d36a2bb1b,明显偏贵
300008.SZ,天海防务,VAL-dd68bfb1b57a0d989c0a62cf,2026-09-03,2026-09-04,VAL-8b90e924deeecbb7e91149ac,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.009482,11.050327,20.650299,4.84167,11.492862,21.477285,-0.016818541235218643,SZSE,1,0,,,,,1,,0.19,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.46,VAL-dd68bfb1b57a0d989c0a62cf,基本合理
300011.SZ,鼎汉技术,VAL-bd64a04990768b385a6a770d,2026-08-26,2026-08-27,VAL-d109b8e04be76e03c6cd341c,2026-09-04,沿用,本周已复核、合理价值不变,2.495453,4.491815,7.486359,2.496096,4.492972,7.488287,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.05,VAL-bd64a04990768b385a6a770d,偏贵
300012.SZ,华测检测,VAL-222cd5537500c1bf2dd29ff5,2026-08-26,2026-08-27,VAL-d55938c21185463f0b336427,2026-09-04,沿用,本周已复核、合理价值不变,17.353643,39.379421,73.590292,16.8,38.64,73.255,,SZSE,0,0,,,2026,7,18,0.6952581316776045,0.702631578947,0.01060533769177785,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.79,VAL-222cd5537500c1bf2dd29ff5,偏低
300014.SZ,亿纬锂能,VAL-024fd802db112db0b4f5a8a5,2026-08-26,2026-08-27,VAL-d992d99ac08b9a1b9b5bb78c,2026-09-04,沿用,本周已复核、合理价值不变,36.221256,88.517035,174.505011,33.092614,80.8713,159.431991,,SZSE,3,0,,,2026,10,23,3.572116007291184,3.319347826087,-0.07076147042488234,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,51.04,VAL-024fd802db112db0b4f5a8a5,基本合理
300017.SZ,网宿科技,VAL-f096c798720fbb1116f47131,2026-08-26,2026-08-27,VAL-bd6a74f0203289636655347c,2026-09-04,沿用,本周已复核、合理价值不变,7.841071,17.793199,35.078021,6.24312,14.78304,28.33416,,SZSE,0,0,,,2026,3,5,0.3590233914339451,0.348,-0.030703825146093044,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.65,VAL-f096c798720fbb1116f47131,基本合理
300019.SZ,硅宝科技,VAL-28a4c7da08a3088cd531da58,2026-08-26,2026-08-27,VAL-0d0133a58c9173d8f7242b45,2026-09-04,沿用,本周已复核、合理价值不变,7.083048,16.275387,32.342449,16.7817,39.058,75.460056,,SZSE,0,0,,,,0,4,,0.8275,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.18,VAL-28a4c7da08a3088cd531da58,基本合理
300034.SZ,钢研高纳,VAL-370c24479a29e23f86425ba8,2026-08-26,2026-08-27,VAL-a5768a2e299c81c2fea14556,2026-09-04,沿用,本周已复核、合理价值不变,3.535556,7.799021,14.57442,6.88,15.824,29.999667,,SZSE,0,0,,,,0,3,,0.313333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.34,VAL-370c24479a29e23f86425ba8,明显偏贵
300036.SZ,超图软件,VAL-ad4422eda38bae5ea87ad5ae,2026-08-26,2026-08-27,VAL-b140a799b288a5bef414e1a7,2026-09-04,沿用,本周已复核、合理价值不变,4.53947,7.565784,12.105254,5.44,12.512,23.720667,,SZSE,0,0,,,,0,3,,0.166666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.6,VAL-ad4422eda38bae5ea87ad5ae,偏贵
300042.SZ,朗科科技,VAL-a43914b01ff9c71ec22684f6,2026-08-26,2026-08-27,VAL-df612b88d3256c503700ec4c,2026-09-04,沿用,本周已复核、合理价值不变,6.030979,13.303631,24.478681,6.030979,13.303631,26.926549,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.45,VAL-a43914b01ff9c71ec22684f6,明显偏贵
300045.SZ,华力创通,VAL-0f204387f04ede17613d4177,2026-08-26,2026-08-27,VAL-2d5105613315b686da0d566e,2026-09-04,沿用,本周已复核、合理价值不变,2.253201,4.055763,6.759604,2.28924,4.120632,6.86772,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.1,VAL-0f204387f04ede17613d4177,明显偏贵
300046.SZ,台基股份,VAL-dd4b4f508a105be354497acf,2026-08-26,2026-08-27,VAL-ac7104591226cd0e381a8265,2026-09-04,沿用,本周已复核、合理价值不变,2.678664,5.908818,11.778245,2.889778,6.37451,12.706524,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.18,VAL-dd4b4f508a105be354497acf,明显偏贵
300051.SZ,琏升科技,VAL-c73684a7a683daf119dfe12d,2026-09-03,2026-09-04,VAL-853a703f0b2f094be3963dbe,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.253234,0.39392,0.619016,0.231157,0.359577,0.565049,0.09550829984392295,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.22,VAL-c73684a7a683daf119dfe12d,明显偏贵
300053.SZ,航宇微,VAL-4c6f09c14548b309572bea91,2026-08-26,2026-08-27,VAL-a997e8926d00963badb62641,2026-09-04,沿用,本周已复核、合理价值不变,1.998138,3.596648,5.994414,2.02938,3.652885,6.088141,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.12,VAL-4c6f09c14548b309572bea91,明显偏贵
300054.SZ,鼎龙股份,VAL-18a8f90d643fcb719ad127f6,2026-08-26,2026-08-27,VAL-92849050c466aebe31825451,2026-09-04,沿用,本周已复核、合理价值不变,21.818448,48.12893,94.882748,26.611118,60.386768,120.370958,,SZSE,1,0,,,,0,23,,1.144739130435,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,66.2,VAL-18a8f90d643fcb719ad127f6,偏贵
300058.SZ,蓝色光标,VAL-328df8224e3c47ba2653f000,2026-09-03,2026-09-04,VAL-053930aabd7caf65d09b4674,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.996203,3.327006,5.323209,1.14325,2.416797,4.80266,0.4952636861254922,SZSE,0,0,,,,,3,,0.07,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.97,VAL-328df8224e3c47ba2653f000,明显偏贵
300065.SZ,海兰信,VAL-b9c8ad471dd6706c110e9d29,2026-08-26,2026-08-27,VAL-3d68afe0e7c618895e280bee,2026-09-04,沿用,本周已复核、合理价值不变,2.207508,3.67918,5.886688,1.125,2.625,5.04,,SZSE,0,0,,,,0,2,,0.06,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.62,VAL-b9c8ad471dd6706c110e9d29,明显偏贵
300067.SZ,安诺其,VAL-dc7695c1bf1659dcd30d875e,2026-09-03,2026-09-04,VAL-52f4a60d517f394fbf93ecbb,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.948937,3.248228,5.197165,1.939678,3.232796,5.172474,0.004773537769353631,SZSE,2,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.58,VAL-dc7695c1bf1659dcd30d875e,明显偏贵
300068.SZ,ST南都,VAL-7fdeaf3b804ebc8fcdb5cfcc,2026-09-03,2026-09-04,VAL-5052388bf21257ecfcd3fbea,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.29076,0.4846,0.775359,1.103123,1.838539,2.941663,-0.7364211116028966,SZSE,1,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.14,VAL-7fdeaf3b804ebc8fcdb5cfcc,明显偏贵
300077.SZ,国民技术,VAL-1d86b804e8076b7510c8c9d7,2026-08-26,2026-08-27,VAL-29a5c7688c780030238a50ef,2026-09-04,沿用,本周已复核、合理价值不变,2.713054,4.521756,7.234809,0.468,1.125,2.2425,,SZSE,0,0,,,,0,1,,0.02,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.94,VAL-1d86b804e8076b7510c8c9d7,明显偏贵
300083.SZ,创世纪,VAL-5b1661bf65ea73997ab933c6,2026-08-26,2026-08-27,VAL-26aaee64e76ea17ce0a837aa,2026-09-04,沿用,本周已复核、合理价值不变,5.127342,12.838897,25.513457,6.279,14.455,28.497,,SZSE,0,0,,,2026,1,7,0.4108447174675507,0.406666666667,-0.010169415895874723,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.29,VAL-5b1661bf65ea73997ab933c6,基本合理
300084.SZ,海默科技,VAL-212035fe14b6d6cb40b1004e,2026-09-03,2026-09-04,VAL-3a1e40881922b7a9bf57862a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.320889,4.177601,6.962668,2.484728,4.47251,7.454184,-0.06593823583439284,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.93,VAL-212035fe14b6d6cb40b1004e,明显偏贵
300091.SZ,ST金灵,VAL-156fe0fc422bc3ac5f883495,2026-08-26,2026-08-27,VAL-9625e0f0644be9b44454d774,2026-09-04,沿用,本周已复核、合理价值不变,0.457526,0.823546,1.372577,0.45676,0.822168,1.37028,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.48,VAL-156fe0fc422bc3ac5f883495,明显偏贵
300092.SZ,科新机电,VAL-0af5ad6840bb1d70caf99b2d,2026-08-26,2026-08-27,VAL-6fd1cd1256c8b0453d3f3c1b,2026-09-04,沿用,本周已复核、合理价值不变,2.591717,5.928764,11.103729,6.21,16.1,30.59,,SZSE,0,0,,,,0,1,,0.37,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.76,VAL-0af5ad6840bb1d70caf99b2d,明显偏贵
300098.SZ,高新兴,VAL-b5d8defa9439201eef907c89,2026-09-03,2026-09-04,VAL-caf9666bbe6c9d6d9bfd06d3,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.836664,3.061107,4.591661,1.828251,3.047084,4.570627,0.004601940174367547,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.49,VAL-b5d8defa9439201eef907c89,偏贵
300100.SZ,双林股份,VAL-72f3ce214ee31fcfaae421ab,2026-08-26,2026-08-27,VAL-a264edc1bb768e673e8abb4a,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,8.591165,21.416723,40.110462,14.58,34.776,66.0744,,SZSE,0,0,,,2026,1,5,0.6119063621023382,0.9,0.4708132742857145,机构EPS变化+47.1%,2026-09-04,20.99,VAL-72f3ce214ee31fcfaae421ab,基本合理
300101.SZ,振芯科技,VAL-e7367af7056b96b31192241d,2026-09-03,2026-09-04,VAL-19613940981c18096f23a8bd,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.797318,4.662196,7.459514,2.79302,4.655034,7.448054,0.0015386569431425912,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.5,VAL-e7367af7056b96b31192241d,明显偏贵
300102.SZ,乾照光电,VAL-f646507744e894ad72ee14b9,2026-08-26,2026-08-27,VAL-164e57981135137bd727676e,2026-09-04,沿用,本周已复核、合理价值不变,4.272194,7.120323,11.392517,4.253697,7.089495,11.343192,,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.68,VAL-f646507744e894ad72ee14b9,明显偏贵
300112.SZ,万讯自控,VAL-b5459e44c7e446b398f85672,2026-08-26,2026-08-27,VAL-9e026450b7bffa96908a9927,2026-09-04,沿用,本周已复核、合理价值不变,3.400079,6.120143,10.200238,3.395076,6.111136,10.185227,,SZSE,2,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.79,VAL-b5459e44c7e446b398f85672,偏贵
300115.SZ,长盈精密,VAL-4bb69ff7147c4c2a1267e385,2026-09-03,2026-09-04,VAL-f7a10ea84765993667d0f55e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.325656,7.607711,14.248155,8.459783,21.089203,39.497064,-0.6299918041180838,SZSE,0,0,,,,,5,,0.6825,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.57,VAL-4bb69ff7147c4c2a1267e385,明显偏贵
300118.SZ,东方日升,VAL-069bc35af0f280baf7d4bf22,2026-08-26,2026-08-27,VAL-5c866d8d0eb2ffe96ec66a7d,2026-09-04,沿用,本周已复核、合理价值不变,6.168279,9.5951,15.078014,6.548318,10.186272,16.007,,SZSE,0,0,,,,0,3,,-0.43,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.44,VAL-069bc35af0f280baf7d4bf22,基本合理
300123.SZ,ST亚光,VAL-be6c179777da05df4efbf01a,2026-09-03,2026-09-04,VAL-74674f05caf0c27157e2e1a3,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.149236,0.268626,0.447709,0.305448,0.549806,0.916343,-0.5114176607183363,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.2,VAL-be6c179777da05df4efbf01a,明显偏贵
300124.SZ,汇川技术,VAL-fdec25b6a33c490ac32cb444,2026-09-03,2026-09-04,VAL-06addadd711f909d5a825028,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,38.092606,83.821492,162.666083,38.167793,83.986937,162.98715,-0.0019698950666912074,SZSE,0,0,,,2026,5,13,2.2223600646630777,2.211769230769,-0.00476557964772617,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,59.31,VAL-fdec25b6a33c490ac32cb444,基本合理
300136.SZ,信维通信,VAL-77343a90ef08f47cac859f3c,2026-09-03,2026-09-04,VAL-61ac37411cc8e90c5867dc61,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.399836,21.598888,42.921311,13.336852,33.395564,66.363664,-0.3366761949564089,SZSE,0,0,,,,,3,,1.12,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,56.18,VAL-77343a90ef08f47cac859f3c,明显偏贵
300139.SZ,晓程科技,VAL-1b2f4ff0d544e88a0f3b83a4,2026-08-26,2026-08-27,VAL-ba3f8b821f65283e6a4ffc11,2026-09-04,沿用,本周已复核、合理价值不变,5.348626,12.235418,22.91519,7.028435,16.07812,30.548428,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,51.96,VAL-1b2f4ff0d544e88a0f3b83a4,明显偏贵
300142.SZ,沃森生物,VAL-e461b978e1bb4cc70bdbc7df,2026-09-03,2026-09-04,VAL-9fd1ad3cfca3a6adf1042cb6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.97967,4.430207,8.733837,2.696584,6.034556,11.896695,-0.2658602427632589,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.98,VAL-e461b978e1bb4cc70bdbc7df,明显偏贵
300145.SZ,南方泵业,VAL-756b156fdce18857bc644db2,2026-08-26,2026-08-27,VAL-1a656b525a839a71016534fd,2026-09-04,沿用,本周已复核、合理价值不变,1.369309,3.132407,5.866551,2.025,5.25,9.975,,SZSE,0,0,,,,0,2,,0.17,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.94,VAL-756b156fdce18857bc644db2,偏贵
300154.SZ,瑞凌股份,VAL-b4868c8ffa3674efbf4c71e2,2026-08-26,2026-08-27,VAL-6fa56cd0f88cca802652df6b,2026-09-04,沿用,本周已复核、合理价值不变,1.92515,4.403937,8.247945,1.81482,4.15155,7.887945,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.41,VAL-b4868c8ffa3674efbf4c71e2,明显偏贵
300157.SZ,新锦动力,VAL-980afda6f5bb0bc1d6f0b073,2026-09-03,2026-09-04,VAL-5468ccc6ad8a9f3fddaecee2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.234818,0.422672,0.704454,0.191195,0.344151,0.573586,0.22815898503024212,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.04,VAL-980afda6f5bb0bc1d6f0b073,明显偏贵
300159.SZ,新研股份,VAL-a0f4b684be10d2568d32b9fd,2026-09-03,2026-09-04,VAL-e3dfc9d3c28f52e11778a2a0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.843625,1.518524,2.530874,0.849018,1.528232,2.547053,-0.006352297823114972,SZSE,2,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.06,VAL-a0f4b684be10d2568d32b9fd,明显偏贵
300164.SZ,通源石油,VAL-321f5ee026d49ecc34f0f520,2026-08-26,2026-08-27,VAL-5efd976ef033fb6884f3b8d0,2026-09-04,沿用,本周已复核、合理价值不变,2.306623,4.151921,6.919868,2.339613,4.211303,7.018838,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.12,VAL-321f5ee026d49ecc34f0f520,明显偏贵
300165.SZ,天瑞仪器,VAL-92b2aef0dcbde048b7a51e44,2026-09-03,2026-09-04,VAL-5d532421bb31d72fd822b889,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.146168,3.863102,6.438504,2.130433,3.83478,6.3913,0.00738565412500769,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.33,VAL-92b2aef0dcbde048b7a51e44,偏贵
300166.SZ,东方国信,VAL-2dcc1f6a112cf95c74075012,2026-09-03,2026-09-04,VAL-e8fb73ed6b468045634941ff,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.469197,7.448661,11.917858,4.507413,7.512356,12.019769,-0.008478615520814081,SZSE,0,0,,,,,2,,0.105,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.66,VAL-2dcc1f6a112cf95c74075012,明显偏贵
300177.SZ,中海达,VAL-30f21c2098891efb20fbc2f5,2026-08-26,2026-08-27,VAL-d21cc7fa9ce64f5f69f4d8f8,2026-09-04,沿用,本周已复核、合理价值不变,1.678165,3.020696,5.034494,1.696263,3.053273,5.088789,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.45,VAL-30f21c2098891efb20fbc2f5,明显偏贵
300185.SZ,通裕重工,VAL-ead18069da3e89a74da59fec,2026-08-26,2026-08-27,VAL-e5ffabe81d061934f1f57be7,2026-09-04,沿用,本周已复核、合理价值不变,1.684087,2.806811,4.490898,0.256535,0.586846,1.115007,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.7,VAL-ead18069da3e89a74da59fec,基本合理
300188.SZ,国投智能,VAL-86a770f2b5bc8f98415607bc,2026-08-26,2026-08-27,VAL-ee5abe99591d80e3ffe3f851,2026-09-04,沿用,本周已复核、合理价值不变,2.763787,4.974816,8.29136,2.90449,5.228081,8.713469,,SZSE,0,0,,,,0,1,,-0.39,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.37,VAL-86a770f2b5bc8f98415607bc,明显偏贵
300189.SZ,神农种业,VAL-b8ab0ad498b1d7eaf161cd2c,2026-08-26,2026-08-27,VAL-9fb26cec87700480290e832c,2026-09-04,沿用,本周已复核、合理价值不变,0.602186,1.003644,1.60583,0.013261,0.032503,0.062795,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.05,VAL-b8ab0ad498b1d7eaf161cd2c,明显偏贵
300191.SZ,潜能恒信,VAL-e1c740d264c9b9e91a715182,2026-08-26,2026-08-27,VAL-77d7a73989080fc57ace7145,2026-09-04,沿用,本周已复核、合理价值不变,9.030053,20.656984,39.248269,9.030053,20.656984,39.248269,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.66,VAL-e1c740d264c9b9e91a715182,偏贵
300200.SZ,高盟新材,VAL-8915fe062d45362a85b26ba9,2026-08-26,2026-08-27,VAL-f6c3f19b9fb1939863d6523f,2026-09-04,沿用,本周已复核、合理价值不变,2.286895,5.231458,9.797774,5.67,14.7,27.93,,SZSE,0,0,,,,0,1,,0.42,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.67,VAL-8915fe062d45362a85b26ba9,偏贵
300201.SZ,海伦哲,VAL-76bc9099a3037f152d1c8ffe,2026-08-26,2026-08-27,VAL-ab47a6483b9f1daf1f7e6d5d,2026-09-04,沿用,本周已复核、合理价值不变,4.553796,10.463686,20.793437,7.0668,16.0362,31.145864,,SZSE,1,0,,,,0,6,,0.49,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.43,VAL-76bc9099a3037f152d1c8ffe,偏贵
300207.SZ,欣旺达,VAL-e056d3acfe6c4dd23c68cce7,2026-09-03,2026-09-04,VAL-86a84dcc9fa163eba068700d,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,8.973877,21.930243,43.233907,12.999772,31.768673,62.629669,-0.3096896709278154,SZSE,0,0,,,2026,4,10,0.9312773873834943,1.162222222222,0.2479871603962871,机构EPS变化+24.8%,2026-09-04,16.84,VAL-e056d3acfe6c4dd23c68cce7,基本合理
300209.SZ,行云科技,VAL-c0b7be9e0c6089b43f33246e,2026-08-26,2026-08-27,VAL-79dc5c64353e3493bda63529,2026-09-04,待复核,已核验新增法定事实，但其利润、摊薄或估值倍数影响尚需模型级核算；现区间暂不篡改,0.910665,1.517776,2.428441,0.910665,1.517776,2.428441,,SZSE,3,1,2026-09-04 行云科技：湖南麓骏律师事务所关于行云科技股份有限公司签署重大合同之法律意见书,https://disc.static.szse.cn/disc/disk03/finalpage/2026-09-04/7261fdd0-952a-4fc2-b730-9f7dabb041f0.PDF,,0,0,,,,签署5年算力租赁合同，含税总额9.216亿元，采购、交付、资金与履约风险需纳入模型,2026-09-04,34.81,VAL-c0b7be9e0c6089b43f33246e,明显偏贵
300213.SZ,佳讯飞鸿,VAL-1a931e3e128c14bf984db760,2026-08-26,2026-08-27,VAL-69155ba1201faac2e448dc6f,2026-09-04,沿用,本周已复核、合理价值不变,3.452823,6.215081,10.358468,3.445915,6.202648,10.337746,,SZSE,1,0,,,2026,1,1,0.06898122105712005,0.07,0.01476893170731719,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.5,VAL-1a931e3e128c14bf984db760,偏贵
300215.SZ,电科院,VAL-60c0d2040daf68ce028e35d1,2026-09-03,2026-09-04,VAL-0f1e2cbfb036624727a8fabd,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.438273,3.172661,5.92891,0.410149,0.904741,1.715238,2.5067070249222367,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.48,VAL-60c0d2040daf68ce028e35d1,明显偏贵
300223.SZ,北京君正,VAL-f43dd629fde5197ab61e2f1f,2026-08-31,2026-09-01,VAL-e9008dadfc13a1eeb23d919d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,69.469662,128.188066,183.598392,71.018462,161.157279,321.240176,-0.1486719191735023,SZSE,0,0,,,,,8,,2.375,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,127.16,VAL-f43dd629fde5197ab61e2f1f,基本合理
300227.SZ,光韵达,VAL-9671cafca7bd4cf046f4a036,2026-09-03,2026-09-04,VAL-ccff9ee9b53a0f31849fbfed,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.672446,4.810402,8.017337,2.452988,4.415378,7.358963,0.08946552935589036,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.35,VAL-9671cafca7bd4cf046f4a036,明显偏贵
300228.SZ,富瑞特装,VAL-dd250e9f466ac95a15424ef4,2026-09-03,2026-09-04,VAL-2e2df2d6aa3b5ca459692f1e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.381306,12.310177,23.055202,6.121495,14.003421,26.6065,-0.12091643016050357,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.92,VAL-dd250e9f466ac95a15424ef4,基本合理
300236.SZ,上海新阳,VAL-be8377e5558310a4c96a778c,2026-08-26,2026-08-27,VAL-0f62936fc12924912c36558b,2026-09-04,沿用,本周已复核、合理价值不变,31.883832,77.175224,150.877564,29.5386,67.0299,132.14466,,SZSE,0,0,,,2026,2,4,1.3625569267189634,1.385,0.016471292201405197,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,81.2,VAL-be8377e5558310a4c96a778c,偏贵
300248.SZ,新开普,VAL-1a1a721b06ea7cfff08e30e8,2026-08-26,2026-08-27,VAL-0c52d5421fc6fc4a36b6a0ce,2026-09-04,沿用,本周已复核、合理价值不变,1.436006,3.299645,6.557055,4.485,11.25,21.5625,,SZSE,0,0,,,,0,1,,0.25,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.9,VAL-1a1a721b06ea7cfff08e30e8,明显偏贵
300252.SZ,金信诺,VAL-e76f340d11b68bf503c20049,2026-08-26,2026-08-27,VAL-b5cf4d5177b5e4266f7190f2,2026-09-04,沿用,本周已复核、合理价值不变,3.737911,6.72824,11.213734,3.325463,5.985834,9.97639,,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.97,VAL-e76f340d11b68bf503c20049,明显偏贵
300258.SZ,精锻科技,VAL-d4beeecfbba6c3d6728eb1fb,2026-08-26,2026-08-27,VAL-324a3cc161265c532f62a767,2026-09-04,沿用,本周已复核、合理价值不变,7.179506,11.965843,19.145349,5.115,11.408,22.4595,,SZSE,0,0,,,,0,3,,0.133333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.37,VAL-d4beeecfbba6c3d6728eb1fb,基本合理
300259.SZ,新天科技,VAL-f76138b42d49068896a820b1,2026-09-03,2026-09-04,VAL-ad59c0b0506181a3237a5627,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.95871,4.48071,8.39173,2.161863,4.945439,9.396334,-0.09397124253338329,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.35,VAL-f76138b42d49068896a820b1,基本合理
300260.SZ,新莱应材,VAL-6fe79a4885afab54b353d92b,2026-09-03,2026-09-04,VAL-29e381013dd7f6117d7c7bc4,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,12.183712,27.647654,54.505375,13.013811,29.53134,58.218928,-0.06378599996037149,SZSE,0,0,,,2026,2,4,0.557862269038645,0.5825,0.04416454083516497,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,53.68,VAL-6fe79a4885afab54b353d92b,偏贵
300274.SZ,阳光电源,VAL-77cf825160bdf18f40a1bf70,2026-09-03,2026-09-04,VAL-6e74f118f2739356704d67c1,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,64.044713,156.511635,308.551509,73.511171,179.645643,354.158554,-0.12877577926857608,SZSE,0,0,,,2026,10,29,6.548922045685197,6.918814814815,0.05648147382873625,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,88.43,VAL-77cf825160bdf18f40a1bf70,基本合理
300279.SZ,和晶科技,VAL-b5b1c84d64234eb0bd2f64cb,2026-09-03,2026-09-04,VAL-f86e79806afa0f672933375e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.935426,3.010663,4.731042,1.924576,2.993785,4.704519,0.005637650428669261,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.81,VAL-b5b1c84d64234eb0bd2f64cb,明显偏贵
300285.SZ,国瓷材料,VAL-a49d72fb0d18a281925b7d05,2026-08-26,2026-08-27,VAL-85c23f4d8515ac82b2601fab,2026-09-04,沿用,本周已复核、合理价值不变,8.776726,21.448449,42.284086,17.095158,39.787548,76.869542,,SZSE,0,0,,,2026,9,24,0.8655548591432881,0.84272,-0.026381758362363783,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,60.39,VAL-a49d72fb0d18a281925b7d05,明显偏贵
300289.SZ,利德曼,VAL-1eb687c98a57d2e005d583b0,2026-09-03,2026-09-04,VAL-e9fed1036c5f24e978f815b3,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.999945,5.399901,8.999835,3.005718,5.410293,9.017154,-0.0019207436872410444,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.88,VAL-1eb687c98a57d2e005d583b0,偏贵
300306.SZ,远方信息,VAL-fa0c332db708b9b585012e2f,2026-08-26,2026-08-27,VAL-9d3d3b0a7bcfd8fcd5b65ea9,2026-09-04,沿用,本周已复核、合理价值不变,2.919228,6.677973,12.506889,2.866549,6.557466,12.459185,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.37,VAL-fa0c332db708b9b585012e2f,偏贵
300308.SZ,中际旭创,VAL-cfa213e74e72bd6ac139634d,2026-08-26,2026-08-27,VAL-65bb8bbade72258a49dc60ea,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,702.717088,1594.627238,3143.693698,572.212513,1331.776657,2572.992502,,SZSE,4,0,,,2026,5,29,32.175690838704135,28.254214285714,-0.12187699629041038,机构EPS变化-12.2%,2026-09-04,814.0,VAL-cfa213e74e72bd6ac139634d,基本合理
300313.SZ,天山生物,VAL-4834a6bd6faa516693b9bb7a,2026-09-03,2026-09-04,VAL-4c01894918f3c1ed5477be72,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.143647,0.239411,0.383057,0.137902,0.229837,0.36774,0.04165726235183098,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.39,VAL-4834a6bd6faa516693b9bb7a,明显偏贵
300316.SZ,晶盛机电,VAL-e5a53c80f36a7258325da108,2026-08-26,2026-08-27,VAL-b72cf50ba52a34ae4838ec3d,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,11.817335,26.816261,52.42579,19.5624,44.3916,86.785578,,SZSE,0,0,,,2026,2,8,0.4734509345389579,0.72375,0.5286694928689515,机构EPS变化+52.9%,2026-09-04,41.79,VAL-e5a53c80f36a7258325da108,偏贵
300318.SZ,博晖创新,VAL-9f233275afc8d2561f910332,2026-08-26,2026-08-27,VAL-549c57243889a1ddb76f1ff4,2026-09-04,沿用,本周已复核、合理价值不变,1.556814,2.802265,4.670441,1.565728,2.818311,4.697185,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.08,VAL-9f233275afc8d2561f910332,明显偏贵
300319.SZ,麦捷科技,VAL-3f7bad30cbfec92558409a4f,2026-08-26,2026-08-27,VAL-c301f27d59c1297bb41fc87b,2026-09-04,沿用,本周已复核、合理价值不变,7.170347,15.816943,31.181972,10.998,26.4375,52.69875,,SZSE,0,0,,,,0,1,,0.47,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.19,VAL-3f7bad30cbfec92558409a4f,偏贵
300322.SZ,硕贝德,VAL-0f92db104880d6e2007f63ac,2026-08-26,2026-08-27,VAL-c1c4c707c286ebda6ac84f36,2026-09-04,沿用,本周已复核、合理价值不变,3.190671,7.038245,13.875398,5.7798,13.452,25.989264,,SZSE,0,0,,,,0,2,,0.285,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.84,VAL-0f92db104880d6e2007f63ac,明显偏贵
300323.SZ,华灿光电,VAL-9eba0125b9c8c4fa6120209d,2026-08-26,2026-08-27,VAL-7d60da6376177b3015471ba3,2026-09-04,沿用,本周已复核、合理价值不变,3.660485,6.100808,9.761292,3.67828,6.130467,9.808747,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.79,VAL-9eba0125b9c8c4fa6120209d,明显偏贵
300324.SZ,旋极信息,VAL-80b3d2e5d55fe7e368e7fab0,2026-08-26,2026-08-27,VAL-29588bdb7e6f2c1a411feb17,2026-09-04,沿用,本周已复核、合理价值不变,1.368737,2.463726,4.10621,1.432295,2.578132,4.296886,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.58,VAL-80b3d2e5d55fe7e368e7fab0,偏贵
300327.SZ,中颖电子,VAL-eccd2a49ad5af8a2ca532509,2026-08-26,2026-08-27,VAL-019f4af2c180412c904c6f48,2026-09-04,沿用,本周已复核、合理价值不变,2.673233,6.115239,11.452968,2.327242,5.323755,10.115135,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.79,VAL-eccd2a49ad5af8a2ca532509,明显偏贵
300339.SZ,润和软件,VAL-d8fca7b38005449b319001dc,2026-08-26,2026-08-27,VAL-9a8ffc44c1d3da7a19a5111e,2026-09-04,沿用,本周已复核、合理价值不变,1.930818,4.436622,8.816455,4.59264,10.87488,20.84352,,SZSE,0,0,,,,0,5,,0.24,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,35.25,VAL-d8fca7b38005449b319001dc,明显偏贵
300342.SZ,天银机电,VAL-dfc5250fc929ecb0619f4d8d,2026-08-26,2026-08-27,VAL-8bb7017f0ac59b8baedd44a7,2026-09-04,沿用,本周已复核、合理价值不变,0.848718,1.74736,3.307003,0.639273,1.31615,2.527009,,SZSE,0,0,,,,0,1,,0.13,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,32.3,VAL-dfc5250fc929ecb0619f4d8d,明显偏贵
300345.SZ,华民股份,VAL-9c7a049620021367aeb43c16,2026-08-26,2026-08-27,VAL-f0ee54523db76771dd883bb4,2026-09-04,沿用,本周已复核、合理价值不变,0.530959,0.825935,1.297899,0.623284,0.969553,1.523584,,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.46,VAL-9c7a049620021367aeb43c16,明显偏贵
300346.SZ,南大光电,VAL-0d1b8a133c078aae5362f576,2026-09-03,2026-09-04,VAL-d1c209a13da131bd31f541eb,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,12.597357,30.492063,57.85869,12.385755,29.979879,56.88682,0.017084271652821448,SZSE,0,0,,,2026,2,4,0.6460182891351373,0.6425,-0.005446113824188248,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,50.59,VAL-0d1b8a133c078aae5362f576,偏贵
300349.SZ,金卡智能,VAL-3718c4d6a2cbc2c2089c6749,2026-08-26,2026-08-27,VAL-f0d6b1b4136fa7738c634696,2026-09-04,沿用,本周已复核、合理价值不变,8.497092,19.996006,37.449663,10.395,26.95,51.205,,SZSE,0,0,,,2026,2,2,0.6052059992630197,0.605,-0.0003403787524752788,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.28,VAL-3718c4d6a2cbc2c2089c6749,基本合理
300351.SZ,永贵电器,VAL-fc2e3af879c7f80f6581729e,2026-08-26,2026-08-27,VAL-bbd72675ef884fce78ce1ee5,2026-09-04,沿用,本周已复核、合理价值不变,5.742105,9.570174,15.312279,6.9966,17.0625,33.6375,,SZSE,0,0,,,,0,2,,0.335,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.67,VAL-fc2e3af879c7f80f6581729e,偏贵
300353.SZ,东土科技,VAL-c90a94189cba719744f2af77,2026-09-03,2026-09-04,VAL-6cc2fae3257723507ce001ea,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.247182,5.41197,8.659153,3.228366,5.38061,8.608976,0.00582833544895478,SZSE,0,0,,,,,2,,0.245,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.37,VAL-c90a94189cba719744f2af77,明显偏贵
300354.SZ,东华测试,VAL-27579efd47c5e9253e882065,2026-08-26,2026-08-27,VAL-7cc2a6bd29a62ab5089d3a35,2026-09-04,沿用,本周已复核、合理价值不变,18.301225,40.370348,75.442088,27.36,62.928,119.301,,SZSE,0,0,,,,0,3,,1.14,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.93,VAL-27579efd47c5e9253e882065,基本合理
300357.SZ,我武生物,VAL-f3bd93be4b92d6aac4e38094,2026-09-03,2026-09-04,VAL-4620dd8089537a09f5db287f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,18.541208,45.079586,89.858642,18.666346,45.383835,90.465112,-0.006703915481518941,SZSE,0,0,,,2026,2,7,0.8489564234201198,0.851428571429,0.002911984573861659,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.96,VAL-f3bd93be4b92d6aac4e38094,基本合理
300369.SZ,绿盟科技,VAL-86a7e976f0bef45918a7f369,2026-08-26,2026-08-27,VAL-806304e7883d4706a4a4da90,2026-09-04,沿用,本周已复核、合理价值不变,2.821564,4.702606,7.524169,1.794,4.248,8.142,,SZSE,0,0,,,,0,2,,0.1,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.97,VAL-86a7e976f0bef45918a7f369,明显偏贵
300371.SZ,汇中股份,VAL-3157673ff849cc08bd1ce381,2026-09-03,2026-09-04,VAL-c69be649cb8ae664ccdd4101,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.417216,5.529578,10.35611,4.427381,10.127996,19.243193,-0.4540303559296335,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.28,VAL-3157673ff849cc08bd1ce381,偏贵
300373.SZ,扬杰科技,VAL-390e8bd16ab1a7a14e130078,2026-08-26,2026-08-27,VAL-40ebcdd622fa59076f02e47a,2026-09-04,沿用,本周已复核、合理价值不变,75.848436,182.327972,359.446573,64.117667,147.470633,294.941267,,SZSE,0,0,,,2026,1,10,3.472913749071734,3.1489,-0.09329737865166943,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,86.19,VAL-390e8bd16ab1a7a14e130078,基本合理
300376.SZ,易事特,VAL-6b2adda3479d8d876278e261,2026-09-03,2026-09-04,VAL-5c4abf03824f7228235dae32,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.444043,3.801845,5.974328,2.508255,3.90173,6.131289,-0.025600215913141766,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.37,VAL-6b2adda3479d8d876278e261,偏贵
300386.SZ,飞天诚信,VAL-7a3848bdc6e824325794223d,2026-08-26,2026-08-27,VAL-f39e0b70e24e9733372ece0a,2026-09-04,沿用,本周已复核、合理价值不变,3.015771,5.026286,8.042057,3.015771,5.026286,8.042057,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.55,VAL-7a3848bdc6e824325794223d,明显偏贵
300387.SZ,富邦科技,VAL-6bd597264d2b4ea80f71f5b2,2026-08-26,2026-08-27,VAL-132c5eee78116a0bb63d3106,2026-09-04,沿用,本周已复核、合理价值不变,3.971589,8.343674,14.392837,3.874668,7.956908,12.973219,,SZSE,0,0,,,,0,3,,0.316666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.66,VAL-6bd597264d2b4ea80f71f5b2,基本合理
300390.SZ,天华新能,VAL-39a054bd5143a008613f188c,2026-08-26,2026-08-27,VAL-af9c9aef10f61ac3a4e8ae6a,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,61.179358,163.406405,315.701175,64.5,164.833333,323.073333,,SZSE,0,0,,,2026,1,3,5.229004970862573,5.82,0.11302246458563547,机构EPS变化+11.3%,2026-09-04,57.94,VAL-39a054bd5143a008613f188c,偏低
300393.SZ,中来股份,VAL-745ce79ee4e55c89a709c4f6,2026-08-26,2026-08-27,VAL-2bbaa65235d3e20a98d264bd,2026-09-04,沿用,本周已复核、合理价值不变,1.495908,2.326968,3.656664,1.462877,2.275586,3.57592,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.08,VAL-745ce79ee4e55c89a709c4f6,明显偏贵
300394.SZ,天孚通信,VAL-d5de81ecb5c589be86d7be0c,2026-08-26,2026-08-27,VAL-a2d53beea084fecf5ff38ce3,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,102.034035,231.538771,456.462149,74.50872,173.4128,335.03353,,SZSE,0,0,,,2026,7,21,4.671888035795245,3.4796,-0.25520475376552865,机构EPS变化-25.5%,2026-09-04,248.7,VAL-d5de81ecb5c589be86d7be0c,偏贵
300395.SZ,菲利华,VAL-3dc88d50e38bdb496cf87d9b,2026-08-26,2026-08-27,VAL-862572de2aecb921acfd64a9,2026-09-04,沿用,本周已复核、合理价值不变,35.222398,79.92775,149.364983,39.28,90.344,171.277167,,SZSE,3,0,,,2026,3,16,1.411153778227434,1.527333333333,0.08232947882653896,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,89.31,VAL-3dc88d50e38bdb496cf87d9b,偏贵
300397.SZ,天和防务,VAL-017959ee9708fdb7b8f6c376,2026-09-03,2026-09-04,VAL-9f86a8a19feae539e9ef97bd,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.72192,4.899457,8.165761,2.768453,4.983215,8.305358,-0.01680812439335644,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.96,VAL-017959ee9708fdb7b8f6c376,明显偏贵
300406.SZ,九强生物,VAL-8e160859cbbf4338c1fc60fc,2026-08-26,2026-08-27,VAL-bd0e5b161a471cadce0ced6d,2026-09-04,沿用,本周已复核、合理价值不变,9.818037,23.104555,43.271531,9.5175,22.701,43.1319,,SZSE,0,0,,,2026,2,2,0.6992904085320744,0.695,-0.00613537448780499,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.78,VAL-8e160859cbbf4338c1fc60fc,基本合理
300408.SZ,三环集团,VAL-b14f011eb23448571476963b,2026-09-03,2026-09-04,VAL-93d3d7ee0e0817d7883ac7eb,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,27.83551,65.797079,130.751956,22.944608,54.236051,107.777881,0.21316130508810494,SZSE,0,0,,,2026,4,16,2.3119181977097965,2.0394375,-0.11785914310450862,机构EPS变化-11.8%,2026-09-04,108.4,VAL-b14f011eb23448571476963b,偏贵
300411.SZ,金盾股份,VAL-894135cc88857ad51a8518e6,2026-09-03,2026-09-04,VAL-c564a34fa6b27fd7492bc83d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.375447,4.275805,7.126341,2.372541,4.270574,7.117624,0.0012248771848748508,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.43,VAL-894135cc88857ad51a8518e6,明显偏贵
300414.SZ,中光防雷,VAL-7e11dc159bc46b052b48b2a4,2026-08-26,2026-08-27,VAL-d379f7a6d7807a93e79a8dde,2026-09-04,沿用,本周已复核、合理价值不变,0.489803,1.120464,2.098469,0.657957,1.505129,2.859746,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.13,VAL-7e11dc159bc46b052b48b2a4,明显偏贵
300416.SZ,苏试试验,VAL-a6d95c166fa6d8bf4a4788a6,2026-08-26,2026-08-27,VAL-676d59544f2bc12fab667f83,2026-09-04,沿用,本周已复核、合理价值不变,15.116927,34.303796,64.105218,14.66,33.718,63.923708,,SZSE,0,0,,,2026,5,14,0.6056461091093568,0.61,0.0071888365584416025,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.18,VAL-a6d95c166fa6d8bf4a4788a6,偏低
300417.SZ,南华仪器,VAL-78f4f96b114e1d98b5bf1bd7,2026-09-03,2026-09-04,VAL-c83d3c091837c42df929954f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.328382,5.991088,9.985146,3.370072,6.06613,10.110217,-0.012370655058041247,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.92,VAL-78f4f96b114e1d98b5bf1bd7,明显偏贵
300418.SZ,昆仑万维,VAL-5702f9e96506a31932b86f58,2026-08-26,2026-08-27,VAL-4001688b2a797ae8bfe1e3b3,2026-09-04,沿用,本周已复核、合理价值不变,10.6112,17.685333,28.296532,10.366135,17.276892,27.643027,,SZSE,0,0,,,,0,14,,-0.301428571429,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,45.43,VAL-5702f9e96506a31932b86f58,明显偏贵
300420.SZ,五洋自控,VAL-e7f46cac85a791dcfab26a3d,2026-08-26,2026-08-27,VAL-d1300be3db2f6e2143bb66cd,2026-09-04,沿用,本周已复核、合理价值不变,1.917923,3.196539,5.114462,2.2308,5.5,10.626,,SZSE,0,0,,,,0,1,,0.11,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.04,VAL-e7f46cac85a791dcfab26a3d,明显偏贵
300421.SZ,力星股份,VAL-e7f197b17a7d3cdefa3399ff,2026-09-03,2026-09-04,VAL-54b9da8276776e7127715c52,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.597209,5.941327,11.127256,2.932883,6.709209,12.747497,-0.11445192599282394,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.35,VAL-e7f197b17a7d3cdefa3399ff,明显偏贵
300424.SZ,航新科技,VAL-f0696f5f146a6f0222076f9d,2026-09-03,2026-09-04,VAL-31b58eb05bb19796ba038b91,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.890067,5.202121,8.670201,2.995163,5.391294,8.98549,-0.03508859581584933,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.86,VAL-f0696f5f146a6f0222076f9d,明显偏贵
300428.SZ,立中集团,VAL-cdcd6f03a47dcd59f44707a5,2026-09-03,2026-09-04,VAL-9db3fb93ef721daa5c5c1c15,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,23.704401,55.783006,104.473602,21.093333,49.638442,92.96571,0.12378640292852827,SZSE,0,0,,,2026,4,6,1.666833063111895,1.658,-0.005299308795449598,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.05,VAL-cdcd6f03a47dcd59f44707a5,偏低
300433.SZ,蓝思科技,VAL-a638007bfda968e985a60697,2026-08-26,2026-08-27,VAL-b414f9a01f5403ee0aca4fcb,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,17.823705,40.4461,79.736597,20.278125,46.639687,93.279375,,SZSE,0,0,,,2026,3,17,0.8161037084587939,0.929411764706,0.13884026634456492,机构EPS变化+13.9%,2026-09-04,35.14,VAL-a638007bfda968e985a60697,基本合理
300435.SZ,中泰股份,VAL-0a0c1309e34e83560027f999,2026-08-26,2026-08-27,VAL-87ec9261560c67da30aa8854,2026-09-04,沿用,本周已复核、合理价值不变,18.928063,44.542963,83.422607,19.6452,46.85744,89.029136,,SZSE,0,0,,,2026,3,4,1.348152641990288,1.3832,0.025996579999999936,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.91,VAL-0a0c1309e34e83560027f999,偏低
300438.SZ,鹏辉能源,VAL-01b4e48168d16b2fb83c10a2,2026-09-03,2026-09-04,VAL-4a0d6d671545ec52f16194e5,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,50.009918,118.212546,234.911971,44.208073,104.498249,207.658921,0.13123949094780252,SZSE,0,0,,,2026,7,14,4.018273785456173,3.965384615385,-0.013162161887176782,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,54.82,VAL-01b4e48168d16b2fb83c10a2,基本合理
300443.SZ,金雷股份,VAL-20c205d9f21fa99e5100789e,2026-08-26,2026-08-27,VAL-600a61835b3d0747d421285e,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,17.652263,40.057058,77.799707,24.96936,56.66124,110.048719,,SZSE,0,0,,,2026,2,10,1.2572836629173083,1.651888888889,0.31385536741651343,机构EPS变化+31.4%,2026-09-04,18.62,VAL-20c205d9f21fa99e5100789e,基本合理
300444.SZ,双杰电气,VAL-aa68eef7130f19be45e3913b,2026-09-03,2026-09-04,VAL-c13e9a5e1095dc078fb4205c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.276997,3.794995,6.071993,2.370822,3.95137,6.322192,-0.03957488162333567,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.68,VAL-aa68eef7130f19be45e3913b,明显偏贵
300445.SZ,康斯特,VAL-c24a309eae02ef39e30b2eb3,2026-08-26,2026-08-27,VAL-711bc7679283a73357adb1db,2026-09-04,沿用,本周已复核、合理价值不变,8.66253,19.816245,37.112996,7.979247,18.253179,34.68104,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.2,VAL-c24a309eae02ef39e30b2eb3,基本合理
300446.SZ,航天智造,VAL-2739d17849d25866bc720614,2026-09-03,2026-09-04,VAL-59c7d93cb5229583721f551b,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,11.271445,23.721602,44.427172,15.693922,39.123024,73.271835,-0.361638151092912,SZSE,0,0,,,2026,2,4,0.7061661461486827,0.925,0.30989003798157455,机构EPS变化+31.0%,2026-09-04,13.1,VAL-2739d17849d25866bc720614,基本合理
300447.SZ,全信股份,VAL-d26dd177b0e8d04569033f82,2026-09-03,2026-09-04,VAL-f9c37ecba186ff3c7079a9ca,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.464186,5.435704,10.157972,1.972741,4.351634,8.249973,0.249117897025398,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.27,VAL-d26dd177b0e8d04569033f82,明显偏贵
300450.SZ,先导智能,VAL-6a791eb35e8c110370f5caa1,2026-09-03,2026-09-04,VAL-7f64c7252859fc261d9451fd,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,37.993182,90.320788,169.967302,44.232675,111.391811,209.619134,-0.17548983904756488,SZSE,1,0,,,2026,3,15,1.335745253237114,1.488666666667,0.11448396545620398,机构EPS变化+11.4%,2026-09-04,31.57,VAL-6a791eb35e8c110370f5caa1,偏低
300454.SZ,深信服,VAL-8c3744240bdc8e8a55f2d019,2026-08-26,2026-08-27,VAL-5254f00f39e425653ca66d29,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,42.01506,88.956937,175.372248,33.638218,71.233874,136.531592,,SZSE,0,0,,,2026,7,21,1.794934167995948,1.430952380952,-0.20278280592894138,机构EPS变化-20.3%,2026-09-04,135.08,VAL-8c3744240bdc8e8a55f2d019,偏贵
300455.SZ,航天智装,VAL-1407509e67ba8f64d58579d9,2026-08-26,2026-08-27,VAL-6f683d5d71ef4efb52029ac5,2026-09-04,沿用,本周已复核、合理价值不变,2.325791,4.186424,6.977373,2.325654,4.186177,6.976962,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.53,VAL-1407509e67ba8f64d58579d9,明显偏贵
300456.SZ,赛微电子,VAL-dbd0a170059cfc4047f85019,2026-09-03,2026-09-04,VAL-96e409f01f5d2513c6776ba5,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,12.345946,22.222702,37.037837,9.046393,16.283507,27.139178,0.36473685249448273,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,38.26,VAL-dbd0a170059cfc4047f85019,明显偏贵
300458.SZ,全志科技,VAL-c883e327eaa4675b38c87b19,2026-08-26,2026-08-27,VAL-56cf9f67338a5dc5ccdc5777,2026-09-04,沿用,本周已复核、合理价值不变,17.04218,37.593045,74.935469,12.753,28.9395,57.68607,,SZSE,0,0,,,,0,4,,0.7175,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.83,VAL-c883e327eaa4675b38c87b19,基本合理
300470.SZ,中密控股,VAL-b48bfb6b4662b2e5e25fa451,2026-08-26,2026-08-27,VAL-fd75a8188dae7474694c8018,2026-09-04,沿用,本周已复核、合理价值不变,32.513541,66.939643,126.688055,38.15625,81.90875,157.2648,,SZSE,0,0,,,,0,2,,1.925,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.95,VAL-b48bfb6b4662b2e5e25fa451,偏低
300474.SZ,景嘉微,VAL-c69fd133202ee9774cd073ae,2026-08-26,2026-08-27,VAL-f395a7da168e9c2dcb149606,2026-09-04,沿用,本周已复核、合理价值不变,11.669859,19.449765,31.119624,0.32,0.736,1.395333,,SZSE,0,0,,,,0,4,,0.013333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,50.19,VAL-c69fd133202ee9774cd073ae,明显偏贵
300476.SZ,胜宏科技,VAL-8f1834e41ae392a1d3ebcb0b,2026-09-03,2026-09-04,VAL-46a6110ada138b72f3a3c61a,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,197.634006,448.477168,893.964489,233.796906,530.539133,1057.541338,-0.15467655450955387,SZSE,1,0,,,2026,2,14,8.445897708433556,9.322857142857,0.10383259005703627,机构EPS变化+10.4%,2026-09-04,219.5,VAL-8f1834e41ae392a1d3ebcb0b,基本合理
300480.SZ,光力科技,VAL-c21333283afea520036af228,2026-08-26,2026-08-27,VAL-c2533556c32c7a144c6c410d,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,7.892195,18.971622,37.816767,6.318,14.337,28.57842,,SZSE,1,1,2026-09-04 光力科技：光力科技股份有限公司董事会提名、薪酬与考核委员会关于2026年限制性股票激励计划首次授予激励对象名单的核查意见及公示情况说明,https://disc.static.szse.cn/disc/disk03/finalpage/2026-09-04/360d4afe-9fb4-4e1e-af00-e864e1fbeaaf.PDF,2026,1,3,0.3372732880842577,0.29,-0.14016315478991592,仅为既有激励计划名单公示核查，未形成新增授予或摊薄事实；1条相关标题需正文核验；机构EPS变化-14.0%,2026-09-04,28.07,VAL-c21333283afea520036af228,偏贵
300488.SZ,恒锋工具,VAL-cd873c2b150321c474d82af7,2026-08-26,2026-08-27,VAL-f43d12ea1d22ae4007584a20,2026-09-04,沿用,本周已复核、合理价值不变,15.176166,34.716719,65.019455,13.444603,30.755627,58.435692,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.22,VAL-cd873c2b150321c474d82af7,基本合理
300489.SZ,光智科技,VAL-9881578b9aba289c162d572e,2026-09-03,2026-09-04,VAL-703237674a5a61df08d71076,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.031435,8.385724,13.417159,4.717768,7.862946,12.580714,0.06648629004681283,SZSE,0,0,,,,,2,,1.75,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,214.33,VAL-9881578b9aba289c162d572e,明显偏贵
300496.SZ,中科创达,VAL-9c27bfc2dc75ea5c60e4c8de,2026-08-26,2026-08-27,VAL-52005d1a14b263ad31ea801f,2026-09-04,沿用,本周已复核、合理价值不变,14.659138,33.533977,62.804348,18.39,43.863556,83.340756,,SZSE,0,0,,,,0,10,,1.37,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,59.05,VAL-9c27bfc2dc75ea5c60e4c8de,偏贵
300502.SZ,新易盛,VAL-464d44633f551f6c39bf6777,2026-08-26,2026-08-27,VAL-0ceef19227db8a3bf1a017c2,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,444.617807,1008.940407,1989.053946,425.3184,965.1456,1923.856896,,SZSE,0,0,,,2026,3,18,20.357958175747957,16.783294117647,-0.17559050014943967,机构EPS变化-17.6%,2026-09-04,386.0,VAL-464d44633f551f6c39bf6777,偏低
300503.SZ,昊志机电,VAL-5a2fa0052267b5a21bcc0239,2026-08-26,2026-08-27,VAL-2139623fb02857234ae92bfa,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,24.091352,57.911904,114.169182,23.63595,54.41275,107.27085,,SZSE,0,0,,,2026,1,4,1.1030838867556563,1.3175,0.19437879187499996,机构EPS变化+19.4%,2026-09-04,64.19,VAL-5a2fa0052267b5a21bcc0239,偏贵
300504.SZ,天邑股份,VAL-0593e07aeb11d0ac78949bac,2026-08-26,2026-08-27,VAL-54a767feea34e495a1f664e5,2026-09-04,沿用,本周已复核、合理价值不变,8.183448,14.730206,24.550343,7.733177,13.919719,23.199531,,SZSE,1,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.21,VAL-0593e07aeb11d0ac78949bac,偏贵
300505.SZ,川金诺,VAL-0e0c44e641cee68912a89dae,2026-08-26,2026-08-27,VAL-3450b67dfb11288ab1771149,2026-09-04,沿用,本周已复核、合理价值不变,13.427601,32.312409,64.409402,15.9588,41.85,83.421,,SZSE,0,0,,,,0,1,,1.86,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.43,VAL-0e0c44e641cee68912a89dae,基本合理
300515.SZ,三德科技,VAL-8a90f9259cbaa5f6258948cf,2026-08-26,2026-08-27,VAL-a556d56ce9c5bf5f88db7e87,2026-09-04,沿用,本周已复核、合理价值不变,14.182898,32.444539,60.763986,12.634705,28.90292,54.915548,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.83,VAL-8a90f9259cbaa5f6258948cf,基本合理
300516.SZ,久之洋,VAL-85ded2c15ebcac24a5c1c4f4,2026-09-03,2026-09-04,VAL-6def96ee7496c1f058f3d72c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.532324,3.429115,6.760254,1.281573,2.86797,5.653998,0.19565913643984412,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,35.89,VAL-85ded2c15ebcac24a5c1c4f4,明显偏贵
300520.SZ,科大国创,VAL-7d6a7c499d5eaa3c689a8542,2026-08-26,2026-08-27,VAL-664625534efc0c0b4b1d6672,2026-09-04,沿用,本周已复核、合理价值不变,5.628022,10.13044,16.884067,5.859877,10.547778,17.579631,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.04,VAL-7d6a7c499d5eaa3c689a8542,明显偏贵
300525.SZ,博思软件,VAL-35ec6895fd22dfb2d19d2491,2026-09-03,2026-09-04,VAL-4ba45688a2bbd765b1769312,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.646385,8.043495,15.416699,3.976299,8.771248,16.811559,-0.0829702373327198,SZSE,0,0,,,,,1,,0.29,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.34,VAL-35ec6895fd22dfb2d19d2491,偏贵
300527.SZ,ST应急,VAL-5a0cfe26befea93d6f9cf20b,2026-09-03,2026-09-04,VAL-b59b0b33a29ee95c2685cc5f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.749044,1.54215,2.918629,0.373649,0.769277,1.477011,1.004673968393404,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.47,VAL-5a0cfe26befea93d6f9cf20b,明显偏贵
300548.SZ,长芯博创,VAL-be0d10e0416b621abc9a798c,2026-08-26,2026-08-27,VAL-4f937cb8ddd2e20ff8a30fbb,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,69.136827,156.887416,309.292334,35.617906,80.583497,155.687315,,SZSE,0,0,,,2026,2,1,3.1656056445979415,2.54,-0.19762589369447459,机构EPS变化-19.8%,2026-09-04,193.78,VAL-be0d10e0416b621abc9a798c,偏贵
300552.SZ,万集科技,VAL-6c82a114830348ec078776ae,2026-08-26,2026-08-27,VAL-d1f471e0a59b92819b1bb2cd,2026-09-04,沿用,本周已复核、合理价值不变,9.739846,16.233076,24.349615,9.774082,16.290137,24.435205,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.07,VAL-6c82a114830348ec078776ae,偏贵
300563.SZ,神宇股份,VAL-3a34474e25873ba07466feff,2026-08-26,2026-08-27,VAL-45064cc89d8b5e6041f01dec,2026-09-04,沿用,本周已复核、合理价值不变,4.980914,11.394248,21.339799,6.113811,13.985841,26.573098,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.16,VAL-3a34474e25873ba07466feff,明显偏贵
300566.SZ,激智科技,VAL-f3beb057e0bf43ed5d9a5bb1,2026-08-26,2026-08-27,VAL-92d28ecbca2d2e294be4e00a,2026-09-04,沿用,本周已复核、合理价值不变,7.520168,17.864652,35.218886,10.5456,27.3,53.82,,SZSE,0,0,,,,0,1,,1.04,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.39,VAL-f3beb057e0bf43ed5d9a5bb1,偏贵
300567.SZ,精测电子,VAL-3fb2a207c198bc9c44a10931,2026-09-03,2026-09-04,VAL-388e79a9ba2a755b82d36dca,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,13.338918,31.530295,62.657001,14.94501,35.326747,70.201312,-0.1074667829891045,SZSE,0,0,,,2026,3,12,1.058099564316423,1.149166666667,0.08606666652340045,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,187.66,VAL-3fb2a207c198bc9c44a10931,明显偏贵
300569.SZ,天能重工,VAL-159bd102fd7998fd7253d74d,2026-08-26,2026-08-27,VAL-43647346a9b0ee1dd5308992,2026-09-04,沿用,本周已复核、合理价值不变,1.573256,3.598951,6.740322,1.636594,3.743843,7.113302,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.67,VAL-159bd102fd7998fd7253d74d,偏贵
300570.SZ,太辰光,VAL-e2768c624dd4b1f5b253754f,2026-08-26,2026-08-27,VAL-68103bcf2415f4374a62f5f5,2026-09-04,沿用,本周已复核、合理价值不变,49.088512,111.393162,219.603663,48.199766,112.180914,216.733526,,SZSE,2,0,,,2026,6,10,2.2476425036937617,2.3027,0.02449566433085204,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,180.0,VAL-e2768c624dd4b1f5b253754f,偏贵
300572.SZ,安车检测,VAL-62c2d17b333b01215424396b,2026-09-03,2026-09-04,VAL-5926a0a447e5ae65642ac66c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.057177,12.702919,21.171531,7.027175,12.648915,21.081525,0.004269445809609529,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.72,VAL-62c2d17b333b01215424396b,明显偏贵
300576.SZ,容大感光,VAL-cbecff15bf6814e1c0df6242,2026-08-26,2026-08-27,VAL-c829f460c632d7fdcdb1bb08,2026-09-04,沿用,本周已复核、合理价值不变,5.152854,12.124363,23.005979,5.688543,13.384807,25.765754,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.53,VAL-cbecff15bf6814e1c0df6242,明显偏贵
300580.SZ,贝斯特,VAL-73d44ed84c96b6e0582dbefe,2026-08-26,2026-08-27,VAL-2997426cd5fa26ee7b09aba1,2026-09-04,沿用,本周已复核、合理价值不变,12.034095,29.128682,55.271674,12.234375,30.015,57.778875,,SZSE,0,0,,,2026,3,6,0.6171330934034003,0.640666666667,0.03813370813387351,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.95,VAL-73d44ed84c96b6e0582dbefe,基本合理
300581.SZ,晨曦航空,VAL-d979c0d9f9b05d1a9c1a2ccf,2026-08-26,2026-08-27,VAL-588197c12f3bb95462556d57,2026-09-04,沿用,本周已复核、合理价值不变,1.623154,2.921676,4.869461,1.664394,2.995909,4.993181,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.97,VAL-d979c0d9f9b05d1a9c1a2ccf,明显偏贵
300589.SZ,江龙船艇,VAL-3ea452796d7ec63a67b47443,2026-08-26,2026-08-27,VAL-fb21b6c102bf9289ae478038,2026-09-04,待复核,已核验新增法定事实，但其利润、摊薄或估值倍数影响尚需模型级核算；现区间暂不篡改,1.790018,3.222033,5.370055,1.839762,3.311572,5.519286,,SZSE,1,1,2026-09-04 江龙船艇：关于船舶订单的进展公告,https://disc.static.szse.cn/disc/disk03/finalpage/2026-09-04/358fae0e-a382-442e-8449-adf4c7160ffc.PDF,,0,0,,,,两艘船舶订单约9280.44万元、占2025年营收13.21%，2028年交付，需核定利润确认节奏,2026-09-04,14.53,VAL-3ea452796d7ec63a67b47443,明显偏贵
300598.SZ,诚迈科技,VAL-58c191ff9121200e9b613607,2026-09-03,2026-09-04,VAL-54c588bdc990dd9d8137009f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.950178,9.916963,15.867141,5.858294,9.763824,15.622118,0.015684364949746232,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.39,VAL-58c191ff9121200e9b613607,明显偏贵
300600.SZ,国瑞科技,VAL-ee2d5b8c11914fc50c5d8af7,2026-09-03,2026-09-04,VAL-612d651e442915e767502cb9,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.019752,7.235554,12.059256,4.078006,7.340411,12.234018,-0.014284904816490696,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.0,VAL-ee2d5b8c11914fc50c5d8af7,偏贵
300601.SZ,康泰生物,VAL-4da460b7c632cb80043a3d0e,2026-08-26,2026-08-27,VAL-69d919a7777118d5864e5f15,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,1.686498,4.112837,8.108164,2.0826,5.251,10.144932,,SZSE,0,0,,,2026,1,5,0.09400770239127527,0.148333333333,0.577884891980581,机构EPS变化+57.8%,2026-09-04,12.58,VAL-4da460b7c632cb80043a3d0e,明显偏贵
300602.SZ,飞荣达,VAL-2cd326d4f21f47cf736e9581,2026-08-26,2026-08-27,VAL-fbcec9ec3e5215b14d7af37d,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,16.279284,38.480679,76.468806,22.4848,51.762667,102.0464,,SZSE,0,0,,,2026,3,4,1.3044298018446876,1.1675,-0.10497291740118586,机构EPS变化-10.5%,2026-09-04,42.8,VAL-2cd326d4f21f47cf736e9581,偏贵
300604.SZ,长川科技,VAL-ea6c16e987add2356de2c947,2026-09-03,2026-09-04,VAL-d2c931ca9817f999ff4dcef7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,56.82824,138.586149,273.212693,60.106105,138.371356,272.789245,-0.015432845546124785,SZSE,0,0,,,2026,1,8,3.167683401131723,3.4665,0.09433284865574576,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,254.23,VAL-ea6c16e987add2356de2c947,偏贵
300607.SZ,拓斯达,VAL-6ce64d7beb78bb749854a3a5,2026-08-26,2026-08-27,VAL-59f41f18e5ba69d21c4814b8,2026-09-04,沿用,本周已复核、合理价值不变,7.072736,17.119648,32.484533,6.0,14.72,28.336,,SZSE,0,0,,,2026,3,6,0.3627044157010909,0.348333333333,-0.039622022081843955,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.55,VAL-6ce64d7beb78bb749854a3a5,明显偏贵
300613.SZ,富瀚微,VAL-bcfdad84a20f0880432fe01a,2026-09-03,2026-09-04,VAL-565255455eb98bcf0a748e06,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,49.545474,109.291487,217.854365,22.221399,49.017792,97.708798,1.229628927144891,SZSE,0,0,,,,,2,,2.24,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,72.37,VAL-bcfdad84a20f0880432fe01a,基本合理
300615.SZ,欣天科技,VAL-10464dfc6486b410359c4503,2026-08-26,2026-08-27,VAL-a7f2455fccf79a5251589c80,2026-09-04,沿用,本周已复核、合理价值不变,2.09578,3.492967,5.588748,2.098387,3.497311,5.595698,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.9,VAL-10464dfc6486b410359c4503,明显偏贵
300620.SZ,光库科技,VAL-62080a19317bcc19c574e6b7,2026-08-26,2026-08-27,VAL-b84bd3dd04afa0ae1e246bff,2026-09-04,沿用,本周已复核、合理价值不变,21.952272,48.42413,95.464714,27.9864,65.136,125.842752,,SZSE,1,0,,,,0,2,,1.38,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,279.0,VAL-62080a19317bcc19c574e6b7,明显偏贵
300623.SZ,捷捷微电,VAL-e5fea1c78750cdafffb8d7e8,2026-08-31,2026-09-01,VAL-fcd2a99c62fe1115c8ec56ec,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,24.228442,35.89559,61.436406,16.176756,35.684021,71.130148,0.15933534894781842,SZSE,0,0,,,2026,1,2,0.9446208015026019,0.9685,0.02527913683396954,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.7,VAL-e5fea1c78750cdafffb8d7e8,基本合理
300624.SZ,万兴科技,VAL-4fb9aa935b2e4ecf3d3d55bc,2026-08-26,2026-08-27,VAL-1beddc600351cba49eb01073,2026-09-04,沿用,本周已复核、合理价值不变,4.477799,7.462998,11.940796,2.4975,5.957,11.3183,,SZSE,0,0,,,,0,7,,0.14,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,55.39,VAL-4fb9aa935b2e4ecf3d3d55bc,明显偏贵
300627.SZ,华测导航,VAL-42ebe65d4313e20a05124483,2026-08-26,2026-08-27,VAL-fadd022940916ac6ed34345e,2026-09-04,沿用,本周已复核、合理价值不变,24.440036,55.460082,103.641029,24.624,56.6352,107.3709,,SZSE,0,0,,,2026,2,7,0.9791681176008639,1.008333333333,0.029785708100459996,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.51,VAL-42ebe65d4313e20a05124483,基本合理
300628.SZ,亿联网络,VAL-4665f664387b512f5987cc78,2026-08-26,2026-08-27,VAL-6342ce1be14337337bbb83ea,2026-09-04,沿用,本周已复核、合理价值不变,34.547733,81.300362,152.263964,32.319,77.0868,146.46492,,SZSE,0,0,,,2026,4,9,2.460664717335498,2.483333333333,0.009212395267750306,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,42.08,VAL-4665f664387b512f5987cc78,基本合理
300629.SZ,新劲刚,VAL-76d6ac7d030fa35dd5c5b903,2026-09-03,2026-09-04,VAL-202b2ae5ea3d52837cb4cedf,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.130113,24.551721,45.881028,11.928098,26.311981,49.883131,-0.06689957413529402,SZSE,1,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.26,VAL-76d6ac7d030fa35dd5c5b903,基本合理
300634.SZ,彩讯股份,VAL-8e3f2b7c09e94c795423db14,2026-09-03,2026-09-04,VAL-399f2fd803c171f546ff556a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.634729,25.664844,50.596407,15.876212,36.026789,71.024242,-0.28135999303778225,SZSE,0,0,,,,,9,,0.765555555556,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.3,VAL-8e3f2b7c09e94c795423db14,基本合理
300644.SZ,南京聚隆,VAL-5536b410d1901fba2196307d,2026-08-26,2026-08-27,VAL-8c47c8538d086d33c56c07e0,2026-09-04,沿用,本周已复核、合理价值不变,9.428838,22.398822,44.157678,21.714931,48.594795,95.801168,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.61,VAL-5536b410d1901fba2196307d,基本合理
300654.SZ,世纪天鸿,VAL-4d833dc530dfac6fbd467e94,2026-08-26,2026-08-27,VAL-f2e4aa033cbd28c52903d675,2026-09-04,沿用,本周已复核、合理价值不变,0.44473,1.021897,2.030714,1.3754,3.2568,6.2422,,SZSE,0,0,,,,0,3,,0.0775,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.22,VAL-4d833dc530dfac6fbd467e94,明显偏贵
300655.SZ,晶瑞电材,VAL-98930b33f054de1c114abe10,2026-09-03,2026-09-04,VAL-b317f3e60e8fde9daa736721,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.791484,6.334522,12.488057,1.882803,4.272514,8.422955,0.48262160990246317,SZSE,0,0,,,2026,2,4,0.12781521090320627,0.135,0.05621231656250014,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.05,VAL-98930b33f054de1c114abe10,偏贵
300657.SZ,弘信电子,VAL-f5e0ae3658914bb730d5636f,2026-08-26,2026-08-27,VAL-e58199f86d3c2920cfc54c3f,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,13.758742,33.073898,65.202828,14.2974,33.276,64.289232,,SZSE,0,0,,,2026,1,2,0.6299790153161079,0.705,0.11908489467105254,机构EPS变化+11.9%,2026-09-04,34.01,VAL-f5e0ae3658914bb730d5636f,偏贵
300660.SZ,江苏雷利,VAL-b5be58b7cca6efd020c4a6bf,2026-09-03,2026-09-04,VAL-1b769d1f68e081e4b8f1afc2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.910832,13.90784,26.390127,10.940778,25.743007,48.847357,-0.4597429899886285,SZSE,0,0,,,,,1,,0.41,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.58,VAL-b5be58b7cca6efd020c4a6bf,偏贵
300661.SZ,圣邦股份,VAL-5a0a40fdbe121e1f9f629d17,2026-09-03,2026-09-04,VAL-ef6146001414dc50955275b3,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,33.859354,76.834688,153.157144,32.409222,73.544004,146.597715,0.044744423355264296,SZSE,5,0,,,2026,2,12,1.4469809373608151,1.363333333333,-0.057808366280472256,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,106.92,VAL-5a0a40fdbe121e1f9f629d17,偏贵
300663.SZ,科蓝软件,VAL-5ad5432adb469f994bf6ae61,2026-09-03,2026-09-04,VAL-5a5ecee92c2c443e6c49d5b5,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.689496,1.241092,2.068487,0.785236,1.413426,2.355709,-0.12192597134075178,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.98,VAL-5ad5432adb469f994bf6ae61,明显偏贵
300666.SZ,江丰电子,VAL-33cd0ccf3fceba2caa72a7e7,2026-08-26,2026-08-27,VAL-538471d577148c6d95c20487,2026-09-04,沿用,本周已复核、合理价值不变,76.224137,183.231098,361.227021,73.40424,166.57116,332.031846,,SZSE,0,0,,,2026,1,17,3.4901161474848155,3.204352941176,-0.08187784997205705,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,220.18,VAL-33cd0ccf3fceba2caa72a7e7,偏贵
300667.SZ,必创科技,VAL-885cd0e5eac6ff9ece7596b1,2026-08-26,2026-08-27,VAL-daa3db6a405ac904160df328,2026-09-04,沿用,本周已复核、合理价值不变,5.086233,9.15522,15.2587,5.050195,9.090351,15.150585,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.57,VAL-885cd0e5eac6ff9ece7596b1,偏贵
300671.SZ,富满微,VAL-1d6e4aa074b4b8ce861b3d88,2026-08-26,2026-08-27,VAL-b8e9d7bf89e1bf11a8e807eb,2026-09-04,沿用,本周已复核、合理价值不变,7.567867,13.62216,22.703601,7.567867,13.62216,22.703601,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,51.52,VAL-1d6e4aa074b4b8ce861b3d88,明显偏贵
300672.SZ,国科微,VAL-167801c24c5bda6acfcad9eb,2026-09-03,2026-09-04,VAL-992cc148845a275d850c4a31,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,16.626489,27.710816,44.337305,15.986647,26.644412,42.631059,0.04002354245997042,SZSE,0,0,,,,,5,,1.918,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,169.98,VAL-167801c24c5bda6acfcad9eb,明显偏贵
300674.SZ,宇信科技,VAL-d90f876912d60a3cf7b03f00,2026-08-26,2026-08-27,VAL-9a3b53fa6479aa64ba3932eb,2026-09-04,沿用,本周已复核、合理价值不变,8.567131,19.598012,36.704276,9.675,23.076667,43.845667,,SZSE,0,0,,,,0,5,,0.716666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.19,VAL-d90f876912d60a3cf7b03f00,基本合理
300679.SZ,电连技术,VAL-c5becf254ecf6608c77ec4a8,2026-08-26,2026-08-27,VAL-c9b26d7ee82f175764067098,2026-09-04,沿用,本周已复核、合理价值不变,16.010546,40.090509,79.667859,27.0231,62.894,121.511208,,SZSE,0,0,,,2026,1,9,1.2828962854856174,1.275,-0.006155045871559683,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.0,VAL-c5becf254ecf6608c77ec4a8,偏贵
300680.SZ,隆盛科技,VAL-d403f53501ad2d4a2070da94,2026-09-03,2026-09-04,VAL-d911f7cabf43b119e7e09853,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,11.790943,27.747347,51.966816,18.496718,43.527888,81.521516,-0.3625386350700881,SZSE,0,0,,,2026,3,8,0.8420774290898736,1.07,0.2706669993001327,机构EPS变化+27.1%,2026-09-04,19.77,VAL-d403f53501ad2d4a2070da94,基本合理
300681.SZ,英搏尔,VAL-3550b91d9dd041711fe42373,2026-09-03,2026-09-04,VAL-4fbbb3df28be7ca4a65745c8,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.357615,37.452377,73.834686,14.361128,35.022261,69.043886,0.06938776518557677,SZSE,1,0,,,2026,1,3,0.856054333180398,0.843333333333,-0.014860037913875468,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.48,VAL-3550b91d9dd041711fe42373,基本合理
300684.SZ,中石科技,VAL-64bc92ebe38bde35a64fcd9d,2026-08-26,2026-08-27,VAL-96b2f6a9c58635a08ae41212,2026-09-04,沿用,本周已复核、合理价值不变,16.467575,37.839097,75.193853,31.434,73.16,141.34512,,SZSE,0,0,,,,0,3,,1.503333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,88.9,VAL-64bc92ebe38bde35a64fcd9d,明显偏贵
300685.SZ,艾德生物,VAL-8312b85147c9847e9b20fbd8,2026-08-26,2026-08-27,VAL-9a259516eb5a4aa26b58ae13,2026-09-04,沿用,本周已复核、合理价值不变,12.517277,28.634295,53.627944,14.464286,34.5,65.55,,SZSE,0,0,,,,0,7,,1.05875,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.13,VAL-8312b85147c9847e9b20fbd8,基本合理
300687.SZ,赛意信息,VAL-43accb535f4ebcb239af9e9c,2026-08-26,2026-08-27,VAL-89ee46097353ec6e9e1f651d,2026-09-04,沿用,本周已复核、合理价值不变,5.996764,9.994607,15.991371,5.8812,13.688,26.445216,,SZSE,0,0,,,,0,6,,0.323333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.85,VAL-43accb535f4ebcb239af9e9c,明显偏贵
300695.SZ,兆丰股份,VAL-d59cd7b1c1f6ca29286e05fa,2026-09-03,2026-09-04,VAL-2abb512bf168ee8150a666b3,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,18.070366,44.067921,86.876758,76.842914,187.395623,369.437086,-0.7648401792354762,SZSE,0,0,,,2026,1,1,1.007266754865421,1.95,0.9359320563106797,机构EPS变化+93.6%,2026-09-04,48.61,VAL-d59cd7b1c1f6ca29286e05fa,偏贵
300696.SZ,爱乐达,VAL-7b504d297db4b1cae98d0fd7,2026-08-26,2026-08-27,VAL-8a383280c9a4b96f7a260895,2026-09-04,沿用,本周已复核、合理价值不变,1.267702,2.609974,4.939563,3.474967,7.154343,13.736339,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.83,VAL-7b504d297db4b1cae98d0fd7,明显偏贵
300699.SZ,光威复材,VAL-c9030f712d26b484fc27ec39,2026-08-26,2026-08-27,VAL-a07ec9ce77490b989b75990e,2026-09-04,沿用,本周已复核、合理价值不变,15.98812,35.267911,65.906909,21.52,49.496,93.836167,,SZSE,0,0,,,,0,10,,0.898,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.57,VAL-c9030f712d26b484fc27ec39,基本合理
300718.SZ,长盛轴承,VAL-de8e5dee3ee8a7f2697bc5ed,2026-09-03,2026-09-04,VAL-529e2edddf6f493ab174ce8b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,13.28286,33.260366,66.095,12.07153,30.227188,60.067469,0.10034601994320491,SZSE,2,0,,,2026,1,1,1.0643317236822143,1.06,-0.00406989999999996,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,54.86,VAL-de8e5dee3ee8a7f2697bc5ed,偏贵
300719.SZ,安达维尔,VAL-73d3df1e787b1a9b5e637603,2026-09-03,2026-09-04,VAL-566e70ac77e3e8c36ae94a6d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.929395,7.072911,11.788185,3.971379,7.148482,11.914137,-0.010571624951067227,SZSE,3,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.64,VAL-73d3df1e787b1a9b5e637603,明显偏贵
300720.SZ,海川智能,VAL-298db52a348d7649d3a01c29,2026-08-26,2026-08-27,VAL-35b988cf53ab4a565ed9abfb,2026-09-04,沿用,本周已复核、合理价值不变,1.130817,2.598384,5.163508,0.848112,2.078707,4.016062,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,62.51,VAL-298db52a348d7649d3a01c29,明显偏贵
300722.SZ,新余国科,VAL-792aed498a0ef06bde69b9b2,2026-09-03,2026-09-04,VAL-cd55ac99cbd6f77702c4c136,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.381175,11.07889,20.96759,6.334381,13.041372,25.039434,-0.15048127419873691,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.47,VAL-792aed498a0ef06bde69b9b2,明显偏贵
300724.SZ,捷佳伟创,VAL-f87001ce38b88510c55b9939,2026-09-03,2026-09-04,VAL-e778888a09bc04289bb9d74e,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,31.135153,68.046511,134.148836,39.562636,88.720555,174.906237,-0.22685378164626413,SZSE,0,0,,,2026,4,8,2.319892464026292,2.651625,0.14299479011107663,机构EPS变化+14.3%,2026-09-04,52.56,VAL-f87001ce38b88510c55b9939,基本合理
300725.SZ,药石科技,VAL-021d94c0e054c29a344ceb73,2026-08-26,2026-08-27,VAL-c4c0ee6bc7ba56c164e926e6,2026-09-04,沿用,本周已复核、合理价值不变,13.024056,30.786031,61.178,14.541429,36.664286,70.8354,,SZSE,0,0,,,2026,6,8,1.0435942642194456,1.035714285714,-0.007550806645472807,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,42.73,VAL-021d94c0e054c29a344ceb73,偏贵
300726.SZ,宏达电子,VAL-ca5e0efda8ef5b55362db3fa,2026-09-03,2026-09-04,VAL-acd7a97f1003129e32e60f73,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,23.257429,51.303153,95.872767,27.151525,65.26809,121.969743,-0.19323855655533728,SZSE,0,0,,,,,3,,1.12,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,48.8,VAL-ca5e0efda8ef5b55362db3fa,基本合理
300727.SZ,润禾材料,VAL-d48bbfbbd9815b6ace935530,2026-09-03,2026-09-04,VAL-2f59415734e162a616f3dd18,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.316538,16.811898,33.408604,8.846443,20.327304,40.394419,-0.17294010947582428,SZSE,0,0,,,,,1,,0.91,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.5,VAL-d48bbfbbd9815b6ace935530,偏贵
300740.SZ,水羊股份,VAL-4c14e52182b09c7429f0379b,2026-09-03,2026-09-04,VAL-e2f7aa075483e7d58012453e,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,5.390287,12.741463,25.319836,6.847823,16.18676,32.16633,-0.21284661415403083,SZSE,0,0,,,2026,3,17,0.4455533985643665,0.50375,0.1306164460267858,机构EPS变化+13.1%,2026-09-04,22.59,VAL-4c14e52182b09c7429f0379b,偏贵
300750.SZ,宁德时代,VAL-35c43e3f875f3d3f8a442205,2026-08-26,2026-08-27,VAL-f72513b2426c54fbfe3e7546,2026-09-04,沿用,本周已复核、合理价值不变,361.467172,795.396295,1543.565934,342.998878,764.991438,1506.076893,,SZSE,0,0,,,2026,10,40,21.06452051140175,20.764076923077,-0.014263015773946841,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,351.0,VAL-35c43e3f875f3d3f8a442205,偏低
300751.SZ,迈为股份,VAL-7c4c6cae0a27f886e1cf371b,2026-08-26,2026-08-27,VAL-d9e1f9fc84306103d3ad2cea,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,24.496698,59.864711,118.019002,32.702224,79.91727,157.551189,,SZSE,0,0,,,2026,3,16,2.4158479107564736,2.942125,0.21784363448555544,机构EPS变化+21.8%,2026-09-04,191.92,VAL-7c4c6cae0a27f886e1cf371b,明显偏贵
300757.SZ,罗博特科,VAL-aad2a7b38b94a41d9123ac92,2026-08-26,2026-08-27,VAL-96fda23874855dd23b06d6fd,2026-09-04,沿用,本周已复核、合理价值不变,8.938483,14.897471,23.835953,6.084,14.16,27.35712,,SZSE,0,0,,,,0,3,,0.91,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,573.99,VAL-aad2a7b38b94a41d9123ac92,明显偏贵
300762.SZ,上海瀚讯,VAL-bedb3f529f490292243216ca,2026-09-03,2026-09-04,VAL-9a2c464098e4d28634574779,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,3.061668,5.10278,8.164448,3.257438,5.429064,8.686502,-0.06009945084914514,SZSE,0,0,,,2026,1,4,0.009225734435232297,0.0225,1.43883022625,机构EPS变化+143.9%,2026-09-04,27.94,VAL-bedb3f529f490292243216ca,明显偏贵
300768.SZ,迪普科技,VAL-75c66072be2d1ab16c661ba2,2026-08-26,2026-08-27,VAL-2e021c6cc764cf73f53b4f14,2026-09-04,沿用,本周已复核、合理价值不变,7.530695,18.102632,35.688045,6.7938,15.812,30.548784,,SZSE,0,0,,,2026,1,3,0.3448120332453659,0.335,-0.028456179887387245,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.88,VAL-75c66072be2d1ab16c661ba2,基本合理
300775.SZ,三角防务,VAL-170b621762e881194f6ca82f,2026-09-03,2026-09-04,VAL-8c1c88d9c076fa9ea06e8843,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.845053,8.481736,15.850243,11.416233,25.182866,47.060481,-0.663194195026495,SZSE,0,0,,,,,1,,0.35,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.84,VAL-170b621762e881194f6ca82f,明显偏贵
300777.SZ,中简科技,VAL-6c51024bd02a53925b61be0e,2026-09-03,2026-09-04,VAL-5a00ce0a23c025a2c9c6b025,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.961347,6.532384,12.207393,13.03845,28.246048,52.784801,-0.7700412634301621,SZSE,0,0,,,,,1,,0.47,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.63,VAL-6c51024bd02a53925b61be0e,明显偏贵
300782.SZ,卓胜微,VAL-1e3f4e2eb98ca68934f5e0b6,2026-08-26,2026-08-27,VAL-14dedb52edbfffbecca80a4c,2026-09-04,沿用,本周已复核、合理价值不变,21.785756,36.309593,58.095349,15.211854,25.35309,40.564944,,SZSE,0,0,,,,0,9,,-0.54625,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,71.48,VAL-1e3f4e2eb98ca68934f5e0b6,明显偏贵
300795.SZ,米奥会展,VAL-7d543020e32feae06d7f0463,2026-08-26,2026-08-27,VAL-aed1fce9551aea3da647240c,2026-09-04,沿用,本周已复核、合理价值不变,3.573874,8.212027,16.31894,9.2391,21.8772,41.9313,,SZSE,0,0,,,,0,4,,0.4975,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.84,VAL-7d543020e32feae06d7f0463,偏贵
300797.SZ,钢研纳克,VAL-fc47a2dde94083681efd8b30,2026-08-26,2026-08-27,VAL-25c3bc64c1379b04b2efa6f1,2026-09-04,沿用,本周已复核、合理价值不变,12.391039,29.78615,55.662868,11.46,26.358,49.970375,,SZSE,0,0,,,2026,1,4,0.4964358388946558,0.48,-0.03310767999999997,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.18,VAL-fc47a2dde94083681efd8b30,基本合理
300809.SZ,华辰装备,VAL-58f627b4449d4dce96ddba47,2026-09-03,2026-09-04,VAL-eddf6cfae472025f34e957a3,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.088135,17.748735,35.270286,1.432383,3.291322,6.540515,4.257921483242497,SZSE,0,0,,,2026,1,1,0.5679595107975414,0.57,0.0035926666666665774,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.9,VAL-58f627b4449d4dce96ddba47,偏贵
300810.SZ,中科海讯,VAL-399b9ec264f14a0754ff64bb,2026-09-03,2026-09-04,VAL-bb514a1e1101ecd6e0cf0e0e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.215293,11.187527,18.645878,6.527316,11.749169,19.581949,-0.04780268197084958,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.64,VAL-399b9ec264f14a0754ff64bb,明显偏贵
300811.SZ,铂科新材,VAL-9278599988ac882856dcf8c6,2026-08-26,2026-08-27,VAL-d1352054470362a30a8270bd,2026-09-04,沿用,本周已复核、合理价值不变,23.423155,53.582381,100.352145,27.405,65.366,124.1954,,SZSE,1,0,,,,0,9,,1.658444444444,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,72.46,VAL-9278599988ac882856dcf8c6,偏贵
300820.SZ,英杰电气,VAL-85653816337f1ed33be70246,2026-09-03,2026-09-04,VAL-9e44517a73490700edb3af0c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,18.730884,44.275728,87.984727,18.726766,44.265993,87.96538,0.00021991416505495742,SZSE,0,0,,,2026,2,7,1.5008721394738382,1.483333333333,-0.011685743028707729,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,55.77,VAL-85653816337f1ed33be70246,偏贵
300821.SZ,东岳硅材,VAL-bc9e9b91dadbc271d787b083,2026-08-26,2026-08-27,VAL-4ea1561aba5a0266b65b2f95,2026-09-04,沿用,本周已复核、合理价值不变,3.8845,9.227885,18.192117,3.585693,8.788462,16.979309,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.88,VAL-bc9e9b91dadbc271d787b083,偏贵
300826.SZ,测绘股份,VAL-c548451c13ffa5e60381a32d,2026-09-03,2026-09-04,VAL-1911de118ede53999c2663e4,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.885683,9.809472,15.695156,7.66316,12.771934,20.435094,-0.2319509271648077,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.81,VAL-c548451c13ffa5e60381a32d,偏贵
300827.SZ,上能电气,VAL-b45a1837296510816f03d337,2026-09-03,2026-09-04,VAL-2473dbebe774ba8f981467be,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.88887,36.055512,70.027817,18.537015,42.064764,81.69912,-0.14285714285714268,SZSE,0,0,,,2026,3,9,1.085580159877599,1.18125,0.08812784505308935,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.04,VAL-b45a1837296510816f03d337,基本合理
300831.SZ,ST派瑞,VAL-df527657b20366e63bace798,2026-09-03,2026-09-04,VAL-726aca8cb7dac484f17a7c65,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.021849,8.871725,17.684305,4.245298,9.364627,18.666823,-0.052634456104644345,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.94,VAL-df527657b20366e63bace798,偏贵
300842.SZ,帝科股份,VAL-01eb86e3359bcf20af1b39ae,2026-09-03,2026-09-04,VAL-b259e45517d0d12e6d828f6c,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,18.740328,45.797369,90.286242,26.034049,63.621671,125.42558,-0.2801608530944818,SZSE,0,0,,,2026,2,10,1.8481585557320266,2.358888888889,0.27634551785232575,机构EPS变化+27.6%,2026-09-04,61.79,VAL-01eb86e3359bcf20af1b39ae,偏贵
300845.SZ,捷安高科,VAL-7092df9294fe5666326a72e1,2026-08-26,2026-08-27,VAL-3aa488ec4287e2db99f4c74a,2026-09-04,沿用,本周已复核、合理价值不变,4.04074,8.913396,16.656909,4.017931,8.863083,16.802928,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.52,VAL-7092df9294fe5666326a72e1,偏贵
300850.SZ,新强联,VAL-7507f875c58a1b445dc64296,2026-09-03,2026-09-04,VAL-eac36634a75a667abaa959ac,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,35.024912,79.479608,154.367062,37.466145,85.019329,165.126431,-0.06515837135103875,SZSE,3,0,,,2026,2,5,2.494651863664933,2.596,0.04062616424007759,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.84,VAL-7507f875c58a1b445dc64296,偏低
300852.SZ,四会富仕,VAL-a65bbdabfd064175dfae6307,2026-08-26,2026-08-27,VAL-6ecfe06631dea41b8803e978,2026-09-04,沿用,本周已复核、合理价值不变,12.412882,28.395482,53.951415,12.412882,28.395482,53.951415,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,48.33,VAL-a65bbdabfd064175dfae6307,偏贵
300855.SZ,图南股份,VAL-8e3b7f5cf2191e04d2134595,2026-08-26,2026-08-27,VAL-24176a56ed9d859a3541d834,2026-09-04,沿用,本周已复核、合理价值不变,28.207918,64.010275,119.619201,23.976,55.1448,104.54535,,SZSE,0,0,,,2026,7,14,1.1301249078771223,1.092857142857,-0.03297667785247538,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,35.77,VAL-8e3b7f5cf2191e04d2134595,基本合理
300857.SZ,协创数据,VAL-22a13295bbbd0de20d18f659,2026-09-03,2026-09-04,VAL-63fc3934a24b45bda7689f74,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,246.354526,592.198381,1167.476808,327.485693,787.225224,1551.958299,-0.24773957605369,SZSE,0,0,,,2026,1,4,11.279969161545178,8.53,-0.24379225884057976,机构EPS变化-24.4%,2026-09-04,252.9,VAL-22a13295bbbd0de20d18f659,基本合理
300861.SZ,美畅股份,VAL-257f1a9db6767936c94f24f7,2026-08-26,2026-08-27,VAL-b125155994d7f1e9cac438ef,2026-09-04,沿用,本周已复核、合理价值不变,9.232192,23.117468,45.939033,7.004205,17.116785,33.744519,,SZSE,0,0,,,2026,1,4,0.7397589820582995,0.73,-0.013192110261569523,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.17,VAL-257f1a9db6767936c94f24f7,基本合理
300862.SZ,蓝盾光电,VAL-ba0368f9a3af358e318e2572,2026-09-03,2026-09-04,VAL-6cec8f832007e9cdebd60228,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.560461,15.934101,25.494562,9.558974,15.931623,25.490598,0.00015554755347624294,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,46.45,VAL-ba0368f9a3af358e318e2572,明显偏贵
300863.SZ,卡倍亿,VAL-872d398ebdbf4b22548d6c36,2026-09-03,2026-09-04,VAL-95af201e096fb325af6f0bdc,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.676594,8.448056,16.787976,7.434755,17.083537,33.948405,-0.5054855370839045,SZSE,1,0,,,,,2,,1.19,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.5,VAL-872d398ebdbf4b22548d6c36,明显偏贵
300870.SZ,欧陆通,VAL-53b8f23cf84216be6344764e,2026-08-26,2026-08-27,VAL-5eef099e2c1f1ba518d92092,2026-09-04,沿用,本周已复核、合理价值不变,21.784173,48.053324,94.733696,77.377418,180.089455,347.932826,,SZSE,0,0,,,,0,12,,3.111666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,204.26,VAL-53b8f23cf84216be6344764e,明显偏贵
300875.SZ,捷强装备,VAL-35d59079a2418135cf23d301,2026-08-26,2026-08-27,VAL-52da98578eb013c8962194ee,2026-09-04,沿用,本周已复核、合理价值不变,8.498657,15.297583,25.495971,8.509469,15.317044,25.528406,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.69,VAL-35d59079a2418135cf23d301,明显偏贵
300887.SZ,谱尼测试,VAL-5fb36ae04484526b2d6a2428,2026-08-26,2026-08-27,VAL-eb0259b7966016ad5adc2f27,2026-09-04,沿用,本周已复核、合理价值不变,4.485657,7.476095,11.961753,3.48,8.004,15.17425,,SZSE,0,0,,,,0,2,,0.145,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.24,VAL-5fb36ae04484526b2d6a2428,基本合理
300895.SZ,铜牛信息,VAL-dba43293d52e219e5ae7cac2,2026-08-26,2026-08-27,VAL-00a456bb34ec3eb43386e032,2026-09-04,沿用,本周已复核、合理价值不变,4.641207,7.735345,12.376552,4.641207,7.735345,12.376552,,SZSE,0,0,,,,0,1,,-0.06,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,56.13,VAL-dba43293d52e219e5ae7cac2,明显偏贵
300900.SZ,广联航空,VAL-ffdd551c633621b86da19f5c,2026-08-26,2026-08-27,VAL-6e7f30bc4afa13c573389ce8,2026-09-04,沿用,本周已复核、合理价值不变,6.271403,11.288526,18.81421,6.248593,11.247468,18.745779,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.71,VAL-ffdd551c633621b86da19f5c,明显偏贵
300902.SZ,国安达,VAL-8b6ff9d36b9aa6a1bc9871fa,2026-09-03,2026-09-04,VAL-324e514a9f869a75f1386b6d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.963191,6.605318,10.568509,4.015135,6.691892,10.707027,-0.012937111300830861,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.17,VAL-8b6ff9d36b9aa6a1bc9871fa,明显偏贵
300911.SZ,亿田智能,VAL-63438128b94fde84c078d651,2026-09-03,2026-09-04,VAL-653efbb91b30b914caa332bf,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.507998,9.179996,14.687993,5.599808,9.333014,14.932822,-0.016395293535274247,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.14,VAL-63438128b94fde84c078d651,明显偏贵
300913.SZ,兆龙互连,VAL-2cdd22ee2894579f3157a50b,2026-09-03,2026-09-04,VAL-aedbd03d025a2d41021021e6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,12.574438,31.346534,58.70758,10.773244,24.644675,46.824882,0.24007771320500226,SZSE,0,0,,,2026,1,1,0.895615254422414,0.9,0.00489579153094466,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.83,VAL-2cdd22ee2894579f3157a50b,偏贵
300922.SZ,天秦装备,VAL-a6a67744ad2ff3f8d6929745,2026-08-26,2026-08-27,VAL-21e30c0bef4b791850e38860,2026-09-04,沿用,本周已复核、合理价值不变,3.577493,7.365426,13.939595,4.246558,8.742914,16.786395,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.46,VAL-a6a67744ad2ff3f8d6929745,明显偏贵
300937.SZ,药易购,VAL-7a441bf0f05b3aabf119983f,2026-08-26,2026-08-27,VAL-f35b34658ca7b3e941a1d624,2026-09-04,沿用,本周已复核、合理价值不变,7.632263,12.720439,20.352702,7.632263,12.720439,20.352702,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.22,VAL-7a441bf0f05b3aabf119983f,明显偏贵
300938.SZ,信测标准,VAL-f5f3d94915801853fdb17f9d,2026-08-26,2026-08-27,VAL-b8cb1bb3df348cd2af45a4dc,2026-09-04,沿用,本周已复核、合理价值不变,22.434008,49.486783,92.478426,23.34,53.682,101.772125,,SZSE,0,0,,,,0,4,,0.9725,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.14,VAL-f5f3d94915801853fdb17f9d,基本合理
300942.SZ,易瑞生物,VAL-e5e24309d97d904ca5f7a24b,2026-09-03,2026-09-04,VAL-37d77c1fb508392e02ec344c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.941848,3.236413,5.178261,1.985489,3.309148,5.294636,-0.02197997709758004,SZSE,0,0,,,,,1,,0.12,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.53,VAL-e5e24309d97d904ca5f7a24b,明显偏贵
300960.SZ,通业科技,VAL-a30764cdcf54016aa826f0b2,2026-08-26,2026-08-27,VAL-e1c13a178c6e39b9e4a6f088,2026-09-04,沿用,本周已复核、合理价值不变,4.37429,10.006546,18.74083,4.280525,9.79205,18.604895,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.82,VAL-a30764cdcf54016aa826f0b2,偏贵
300963.SZ,中洲特材,VAL-13bfbe9b8c3e1f16f837f7a0,2026-09-03,2026-09-04,VAL-567a62f96dd3b039b1687bd3,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.405987,7.513207,14.040306,3.325345,7.335319,13.906542,0.024250834657203457,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.63,VAL-13bfbe9b8c3e1f16f837f7a0,偏贵
300965.SZ,恒宇信通,VAL-b4319c12772e7bddd0d050d2,2026-09-03,2026-09-04,VAL-e7bb6a20ddc697b425a11ca0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,17.980239,29.967065,47.947305,4.15158,8.547371,16.410953,2.7756901337756164,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.48,VAL-b4319c12772e7bddd0d050d2,偏贵
300969.SZ,恒帅股份,VAL-a61b7ec483b2008bf00c61a2,2026-09-03,2026-09-04,VAL-f71d91de057f9c1f8dedb386,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,19.552296,43.024166,83.493773,30.335726,66.752739,129.542034,-0.35546965337231373,SZSE,0,0,,,2026,4,5,1.1409344643831518,1.294,0.13415804359946604,机构EPS变化+13.4%,2026-09-04,76.91,VAL-a61b7ec483b2008bf00c61a2,偏贵
300976.SZ,达瑞电子,VAL-2b6722bd421c1c846d81a34e,2026-08-26,2026-08-27,VAL-5a583621f31314afe0e50d98,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,56.31993,137.34654,270.768892,51.6464,120.202667,232.231552,,SZSE,0,0,,,2026,1,6,3.1393494742924415,2.396666666667,-0.23657219870139823,机构EPS变化-23.7%,2026-09-04,58.96,VAL-2b6722bd421c1c846d81a34e,基本合理
300984.SZ,金沃股份,VAL-095f1f9679c20e45c189d69c,2026-08-26,2026-08-27,VAL-bd8921ab1df9e67f38217414,2026-09-04,沿用,本周已复核、合理价值不变,5.961329,13.637027,25.540203,10.8,25.76,48.944,,SZSE,0,0,,,,0,4,,0.654,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.77,VAL-095f1f9679c20e45c189d69c,明显偏贵
300985.SZ,致远新能,VAL-33606cadd5119ec8f9c301cf,2026-09-03,2026-09-04,VAL-ee5c74f93085df909953c090,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.539821,8.171679,13.619464,4.739435,8.530983,14.218306,-0.04211758815735889,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.25,VAL-33606cadd5119ec8f9c301cf,明显偏贵
300992.SZ,泰福泵业,VAL-ced5dea75e2d9d5390b029fa,2026-09-03,2026-09-04,VAL-bfc38767b2dec565bed1472f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.631394,17.336509,28.894181,9.463155,17.033679,28.389465,0.017778312684451292,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.94,VAL-ced5dea75e2d9d5390b029fa,偏贵
300996.SZ,普联软件,VAL-01acef7bf68830fccf98db7d,2026-09-03,2026-09-04,VAL-de611cff6b1bcc940f43b492,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.407013,7.515469,14.816211,6.996638,15.433761,30.426558,-0.5130500353560363,SZSE,0,0,,,,,1,,0.39,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.02,VAL-01acef7bf68830fccf98db7d,偏贵
300997.SZ,欢乐家,VAL-4391675e78cc6cd1b0cebd3c,2026-08-26,2026-08-27,VAL-9cb9d441ab28e86483ace14b,2026-09-04,沿用,本周已复核、合理价值不变,1.402765,3.223264,6.405271,1.266925,3.0,5.865,,SZSE,0,0,,,,0,1,,0.1,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.85,VAL-4391675e78cc6cd1b0cebd3c,明显偏贵
301005.SZ,超捷股份,VAL-da8765aef4976226d11a1ed4,2026-08-26,2026-08-27,VAL-49ff71ba4befb8a52d6c21c1,2026-09-04,沿用,本周已复核、合理价值不变,5.347817,8.913029,14.260846,1.728724,3.559137,6.833543,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,65.49,VAL-da8765aef4976226d11a1ed4,明显偏贵
301015.SZ,百洋医药,VAL-5053cef2564e594208bffaf4,2026-09-03,2026-09-04,VAL-50fd000f45cd4cf3235a8936,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,16.36014,36.611567,72.17709,18.874364,43.451016,85.660574,-0.15007807413288132,SZSE,0,0,,,,,5,,1.178333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.92,VAL-5053cef2564e594208bffaf4,基本合理
301021.SZ,英诺激光,VAL-bddfaea9485f908e5ffa0dfc,2026-09-03,2026-09-04,VAL-5cc3f8358851cee62ae85770,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.427601,20.796178,40.998179,8.273491,18.250347,35.979256,0.1394949328223163,SZSE,0,0,,,,,3,,0.51,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,69.83,VAL-bddfaea9485f908e5ffa0dfc,明显偏贵
301035.SZ,润丰股份,VAL-3b5014cf1205c0526237000b,2026-08-26,2026-08-27,VAL-88f99ac1bd2a58c1f3d57a82,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,49.121744,106.160546,175.801865,46.089869,98.764005,151.438141,,SZSE,0,0,,,2026,4,12,4.498328235311105,3.968333333333,-0.11782041555299039,机构EPS变化-11.8%,2026-09-04,56.48,VAL-3b5014cf1205c0526237000b,基本合理
301047.SZ,义翘神州,VAL-91c25004495f42db332fa7bf,2026-08-26,2026-08-27,VAL-cd27ab18dd9badc784463cc4,2026-09-04,沿用,本周已复核、合理价值不变,13.533498,30.285962,59.706611,9.956183,24.40241,47.145457,,SZSE,0,0,,,,0,1,,1.67,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,91.94,VAL-91c25004495f42db332fa7bf,明显偏贵
301050.SZ,雷电微力,VAL-eafedc104c6ae498cfc87242,2026-08-26,2026-08-27,VAL-697b649565fa5224d856dd91,2026-09-04,沿用,本周已复核、合理价值不变,11.042412,18.40402,29.446432,2.272213,5.012235,9.502362,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.06,VAL-eafedc104c6ae498cfc87242,偏贵
301063.SZ,海锅股份,VAL-cbf8e4494af02d6488e11708,2026-09-03,2026-09-04,VAL-fe5b7a4c9615a26ae72a5bc6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.961403,6.77445,12.687577,5.175723,11.83989,22.49579,-0.4278282539688698,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.22,VAL-cbf8e4494af02d6488e11708,明显偏贵
301070.SZ,开勒股份,VAL-754c0695cd1e3bc529750768,2026-08-26,2026-08-27,VAL-18baf412cfb35e810879d787,2026-09-04,沿用,本周已复核、合理价值不变,7.406439,12.344065,19.750504,5.3352,12.825,24.909,,SZSE,0,0,,,,0,1,,0.38,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,65.95,VAL-754c0695cd1e3bc529750768,明显偏贵
301076.SZ,新瀚新材,VAL-dc2989948878d71f2eab7215,2026-09-03,2026-09-04,VAL-86fa20fbdbd317675b8b0cd8,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.957795,11.09481,21.872625,6.385511,14.289827,28.171373,-0.22358681633161215,SZSE,10,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.75,VAL-dc2989948878d71f2eab7215,偏贵
301091.SZ,深城交,VAL-ab558f30b95e54fe546a39f8,2026-08-26,2026-08-27,VAL-899e1a4d6074e444a9769e48,2026-09-04,沿用,本周已复核、合理价值不变,4.556213,10.339099,20.382795,4.27,9.821,19.642,,SZSE,0,0,,,2026,3,3,0.208617812168108,0.206666666667,-0.009352727271129346,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.1,VAL-ab558f30b95e54fe546a39f8,偏贵
301095.SZ,广立微,VAL-624c4514f97a148a85d1655a,2026-09-03,2026-09-04,VAL-b8f98a1288a581c6d5f7982c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,18.569102,42.137578,82.378965,20.687725,46.945221,91.777908,-0.1024096451454296,SZSE,0,0,,,2026,3,10,0.7189895033923522,0.737,0.025049735111111193,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,70.19,VAL-624c4514f97a148a85d1655a,偏贵
301115.SZ,联检科技,VAL-41895f0fa008a08f46d7732d,2026-08-26,2026-08-27,VAL-16a224e1a695883ca79ad422,2026-09-04,沿用,本周已复核、合理价值不变,12.053412,20.08902,32.142433,2.565,6.65,12.635,,SZSE,0,0,,,,0,1,,0.19,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.2,VAL-41895f0fa008a08f46d7732d,偏贵
301117.SZ,佳缘科技,VAL-b751d8ed14bcff84d41d6a6d,2026-09-03,2026-09-04,VAL-1b52597d0a1927f5658efb2b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.614325,11.905786,19.842976,9.592865,17.267158,28.778596,-0.31049534097569453,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.76,VAL-b751d8ed14bcff84d41d6a6d,偏贵
301123.SZ,奕东电子,VAL-80556be36b4bf456d6e00d6e,2026-09-03,2026-09-04,VAL-8d91ef813b1f3486ed6f1754,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.835544,18.05924,28.894785,10.752434,17.920724,28.673159,0.0077293892775953665,SZSE,0,0,,,2026,1,1,1.1166041595635867,1.19,0.06573129770992359,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,76.18,VAL-80556be36b4bf456d6e00d6e,明显偏贵
301137.SZ,哈焊华通,VAL-877d5834844ba5d8b0f1dcb6,2026-08-26,2026-08-27,VAL-c46a6bfdb8fcdf0a7aa823a2,2026-09-04,沿用,本周已复核、合理价值不变,2.540839,5.812377,10.885752,2.257992,5.165342,9.81415,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,32.7,VAL-877d5834844ba5d8b0f1dcb6,明显偏贵
301152.SZ,天力锂能,VAL-3c6dc85e18b11fa19eb497af,2026-09-03,2026-09-04,VAL-b1575201124700e7a5996cc8,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.184482,14.286972,22.450956,9.179934,14.279897,22.439839,0.000495442614228514,SZSE,2,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.31,VAL-3c6dc85e18b11fa19eb497af,偏贵
301158.SZ,德石股份,VAL-f30d3a2f5356d88fe99bf513,2026-08-26,2026-08-27,VAL-298ed38a83a3649e6c21f78a,2026-09-04,沿用,本周已复核、合理价值不变,10.34797,23.671827,44.33395,11.205,29.05,55.195,,SZSE,2,0,,,,0,1,,0.83,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.21,VAL-f30d3a2f5356d88fe99bf513,基本合理
301165.SZ,锐捷网络,VAL-666a2a9939bfe9fdbb4faeef,2026-08-26,2026-08-27,VAL-e534238cf4ffc1f8269d8599,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,53.017536,120.309024,237.180647,33.6141,78.234,151.148088,,SZSE,0,0,,,2026,2,9,2.4275428585300243,1.6575,-0.3172108190898497,机构EPS变化-31.7%,2026-09-04,109.7,VAL-666a2a9939bfe9fdbb4faeef,基本合理
301171.SZ,易点天下,VAL-2528c0967c2ff5ffcd21d5a6,2026-08-26,2026-08-27,VAL-a48b26e261c805346f128058,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,7.271061,12.118434,19.389495,8.292267,19.6352,37.634133,,SZSE,0,0,,,2026,1,9,0.37720982575226525,0.418,0.1081365634269662,机构EPS变化+10.8%,2026-09-04,38.28,VAL-2528c0967c2ff5ffcd21d5a6,明显偏贵
301191.SZ,菲菱科思,VAL-faf7d6b263153a4cba523101,2026-09-03,2026-09-04,VAL-13c522066413d51d12ec42ea,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.099648,20.816187,38.985745,18.425197,45.931759,86.023622,-0.5351577069617773,SZSE,0,0,,,,,1,,1.31,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,83.09,VAL-faf7d6b263153a4cba523101,明显偏贵
301200.SZ,大族数控,VAL-babff05054d23fb22d73a8ff,2026-08-26,2026-08-27,VAL-704d5c539e982cbe1cf04276,2026-09-04,沿用,本周已复核、合理价值不变,54.538928,128.918139,256.186125,88.792364,201.490364,401.637458,,SZSE,0,0,,,2026,3,12,4.370106394778368,4.033636363636,-0.07699355593364965,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,254.4,VAL-babff05054d23fb22d73a8ff,偏贵
301205.SZ,联特科技,VAL-733db7e03712bcbc82cfb902,2026-09-03,2026-09-04,VAL-86659b320cb556929b310436,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,25.687303,64.0353,119.928969,26.999168,63.536503,118.994793,-0.008980637035318373,SZSE,0,0,,,2026,1,3,1.8295800037667824,1.923333333333,0.05124308823511181,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,285.0,VAL-733db7e03712bcbc82cfb902,明显偏贵
301213.SZ,观想科技,VAL-33ae155ae1b4e8d001a94e21,2026-08-26,2026-08-27,VAL-098165c8b61e2c5743a81c35,2026-09-04,沿用,本周已复核、合理价值不变,3.457422,7.626667,14.252334,6.453603,14.235888,26.988871,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.08,VAL-33ae155ae1b4e8d001a94e21,明显偏贵
301217.SZ,铜冠铜箔,VAL-55bbbdd80323d77c9d3cdf02,2026-09-03,2026-09-04,VAL-a81a91f0c62439a644c7695a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.532868,8.658991,16.72917,7.197694,19.224609,37.141945,-0.5385769741570218,SZSE,0,0,,,,,5,,0.563,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,100.87,VAL-55bbbdd80323d77c9d3cdf02,明显偏贵
301226.SZ,祥明智能,VAL-a7357c5976ffdf87569eb033,2026-09-03,2026-09-04,VAL-2c34a745d9da7f45ec1eab32,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.519106,12.531843,20.050949,1.24,2.836602,5.389545,3.918544660479487,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,32.25,VAL-a7357c5976ffdf87569eb033,明显偏贵
301228.SZ,实朴检测,VAL-15ca32ca2d8a5db22c80a97d,2026-08-26,2026-08-27,VAL-939644fee5c62f97410d8cf9,2026-09-04,沿用,本周已复核、合理价值不变,5.019573,9.035232,15.058719,4.993146,8.987663,14.979438,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,59.59,VAL-15ca32ca2d8a5db22c80a97d,明显偏贵
301233.SZ,盛帮股份,VAL-2f35c3b89f73421e603ba87e,2026-08-26,2026-08-27,VAL-f5e1b5ad9004e4c4efa8c818,2026-09-04,沿用,本周已复核、合理价值不变,29.104974,59.922006,113.406676,30.484069,62.761318,120.501731,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.17,VAL-2f35c3b89f73421e603ba87e,基本合理
301234.SZ,五洲医疗,VAL-44ffec8da281e339d5b0dfd8,2026-08-26,2026-08-27,VAL-825e84cb95431426edfc2045,2026-09-04,沿用,本周已复核、合理价值不变,4.880706,10.922295,21.532525,3.183069,7.489574,14.642117,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,107.0,VAL-44ffec8da281e339d5b0dfd8,明显偏贵
301236.SZ,软通动力,VAL-6d1190725e9ad8392b2a80f6,2026-08-26,2026-08-27,VAL-f3b4ab40aa16171f3a2e1223,2026-09-04,沿用,本周已复核、合理价值不变,11.382838,18.971397,30.354235,6.077175,14.3901,27.581025,,SZSE,1,0,,,,0,11,,0.334545454545,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.62,VAL-6d1190725e9ad8392b2a80f6,明显偏贵
301252.SZ,同星科技,VAL-0549811ad5b5fe382f5a03eb,2026-08-26,2026-08-27,VAL-62808f06480661ba14726ac8,2026-09-04,沿用,本周已复核、合理价值不变,12.696304,28.006552,55.212917,12.1992,29.75,58.65,,SZSE,0,0,,,,0,1,,0.68,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.5,VAL-0549811ad5b5fe382f5a03eb,偏贵
301255.SZ,通力科技,VAL-3a2fa7370ca692a0d55b4189,2026-08-26,2026-08-27,VAL-fde2c48c9b541aed21914dde,2026-09-04,沿用,本周已复核、合理价值不变,1.171392,2.679656,5.018613,2.937011,6.718652,12.765438,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.8,VAL-3a2fa7370ca692a0d55b4189,明显偏贵
301269.SZ,华大九天,VAL-ec2a72c626262bd655456764,2026-09-03,2026-09-04,VAL-cbef334a2444b54caf2f12e7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.505134,14.175224,22.680358,8.584405,14.307342,22.891747,-0.009234288671808422,SZSE,0,0,,,2026,3,9,0.30055536840001223,0.303111111111,0.008503400636605152,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,89.7,VAL-ec2a72c626262bd655456764,明显偏贵
301278.SZ,快可电子,VAL-deb5a942244b0f9305f7195c,2026-09-03,2026-09-04,VAL-897013e40ac34824d2665fc8,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,14.341238,22.308593,35.05636,14.286192,22.222966,34.921803,0.0038530880388969457,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.45,VAL-deb5a942244b0f9305f7195c,偏贵
301289.SZ,国缆检测,VAL-e09ed22a6a174032df59f1b7,2026-08-26,2026-08-27,VAL-87885e71bb42c8ede2ffe266,2026-09-04,沿用,本周已复核、合理价值不变,33.742826,74.432703,139.096114,32.59054,71.890897,136.293159,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,44.37,VAL-e09ed22a6a174032df59f1b7,基本合理
301293.SZ,三博脑科,VAL-5386e1b91249fea4556d8950,2026-09-03,2026-09-04,VAL-69ce995ad78ffbf9f44e708d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.41521,7.847449,15.594452,5.089254,12.743523,25.32393,-0.3684293253933474,SZSE,1,0,,,,,2,,0.36,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,51.91,VAL-5386e1b91249fea4556d8950,明显偏贵
301297.SZ,富乐德,VAL-c6c80c007e971c033ad2c880,2026-08-26,2026-08-27,VAL-151489ec20266dfe1421f1a1,2026-09-04,沿用,本周已复核、合理价值不变,9.928682,21.901504,42.817441,8.034059,18.176603,35.117198,,SZSE,0,0,,,,0,1,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.34,VAL-c6c80c007e971c033ad2c880,偏贵
301302.SZ,华如科技,VAL-4714f3ab1c4ce0b39279783d,2026-08-26,2026-08-27,VAL-d47758152f4a4c6c4d317470,2026-09-04,沿用,本周已复核、合理价值不变,9.123091,16.421564,27.369274,9.412731,16.942917,28.238194,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.5,VAL-4714f3ab1c4ce0b39279783d,偏贵
301306.SZ,西测测试,VAL-572a69edc282b63b137565a3,2026-09-03,2026-09-04,VAL-6d6ceabe00a7602a92e2900c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.790357,19.422643,32.371071,9.962016,17.931628,29.886047,0.08314998212495994,SZSE,0,0,,,,,1,,-0.2,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,98.58,VAL-572a69edc282b63b137565a3,明显偏贵
301307.SZ,美利信,VAL-317b1ce47d946fd433f1b4ea,2026-08-26,2026-08-27,VAL-1869d6f371843cd3cb2172f5,2026-09-04,沿用,本周已复核、合理价值不变,9.932012,16.553354,26.485366,3.276,7.875,15.6975,,SZSE,0,0,,,,0,1,,0.14,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,55.72,VAL-317b1ce47d946fd433f1b4ea,明显偏贵
301308.SZ,江波龙,VAL-85baa326b4534ff63263022f,2026-08-26,2026-08-27,VAL-4358c87cea6594174d4c3a53,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,336.046739,762.567599,1403.124383,687.04125,1580.194875,3160.38975,,SZSE,2,0,,,2026,3,8,43.082915212782304,33.9125,-0.21285503006216078,机构EPS变化-21.3%,2026-09-04,347.0,VAL-85baa326b4534ff63263022f,基本合理
301312.SZ,智立方,VAL-80afde9cb0a440cc70438ab3,2026-09-03,2026-09-04,VAL-342042409c71419ffbb73874,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.976377,15.612098,30.778135,15.396522,35.444614,69.876524,-0.5557047545121729,SZSE,0,0,,,,,2,,0.615,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,75.59,VAL-80afde9cb0a440cc70438ab3,明显偏贵
301315.SZ,威士顿,VAL-70cca9942d37dd4fec5acd45,2026-09-03,2026-09-04,VAL-f7b09434008f6eeca4f4fad2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.330983,5.141873,10.136836,4.287231,9.457126,18.644049,-0.4562964276902878,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,41.02,VAL-70cca9942d37dd4fec5acd45,明显偏贵
301338.SZ,凯格精机,VAL-034855f4de844fd278f2cb60,2026-08-26,2026-08-27,VAL-b29e21a1e1969611d4e20efe,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,67.275,164.0625,323.4375,73.346,166.439,331.768407,,SZSE,1,0,,,2026,1,10,3.75,2.918,-0.22186666666666666,机构EPS变化-22.2%,2026-09-04,94.0,VAL-034855f4de844fd278f2cb60,基本合理
301348.SZ,蓝箭电子,VAL-ffece05a3e555a56832eedb2,2026-09-03,2026-09-04,VAL-3e9d334b3863abd03dc303f6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.551141,9.251902,14.803043,5.50986,9.183101,14.692961,0.00749215900048994,SZSE,1,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.03,VAL-ffece05a3e555a56832eedb2,明显偏贵
301357.SZ,北方长龙,VAL-c3c03ff18808c87823beee0e,2026-09-03,2026-09-04,VAL-229b39eba1ab2a2c01900a84,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.596004,17.660007,28.256012,4.02691,8.290696,15.918137,1.2939531431675926,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,101.5,VAL-c3c03ff18808c87823beee0e,明显偏贵
301363.SZ,美好医疗,VAL-6ddda74453a29e7b17ade618,2026-08-26,2026-08-27,VAL-a5bcc4f5689d17abd8b06f3e,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,11.132257,25.62777,50.523319,9.969514,22.951,45.246257,,SZSE,0,0,,,2026,7,14,0.620527128830819,0.555714285714,-0.10444804119835616,机构EPS变化-10.4%,2026-09-04,16.03,VAL-6ddda74453a29e7b17ade618,基本合理
301366.SZ,一博科技,VAL-0975804eb17e0ec67f189f2f,2026-08-26,2026-08-27,VAL-86bbf4a58e128897afa7af2a,2026-09-04,沿用,本周已复核、合理价值不变,5.001969,11.493495,22.839874,9.378692,20.688292,41.238662,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,55.23,VAL-0975804eb17e0ec67f189f2f,明显偏贵
301368.SZ,丰立智能,VAL-926088b3240fa49774edd5d2,2026-08-26,2026-08-27,VAL-c315800997498a9a4b592a33,2026-09-04,沿用,本周已复核、合理价值不变,7.763236,13.973826,23.289709,7.848402,14.127124,23.545207,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.8,VAL-926088b3240fa49774edd5d2,明显偏贵
301369.SZ,联动科技,VAL-7086da5e5c72d4d767976ce6,2026-09-03,2026-09-04,VAL-4fb85bcf0dd0ea6b9bf9fe48,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.777141,19.361341,38.593607,39.787236,90.28642,179.97093,-0.7836727061781057,SZSE,0,0,,,,,4,,1.33975,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,121.95,VAL-7086da5e5c72d4d767976ce6,明显偏贵
301382.SZ,蜂助手,VAL-1adbd21af29c6fd34966799b,2026-09-03,2026-09-04,VAL-44ef8dcb65916f17a2502358,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.691448,35.607516,70.197674,15.370916,34.880156,68.763737,0.020853127272588257,SZSE,0,0,,,2026,2,2,0.7184728765782094,0.705,-0.018752101878048877,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.9,VAL-1adbd21af29c6fd34966799b,偏贵
301392.SZ,汇成真空,VAL-ec7823d70a376c3504f81b3c,2026-09-03,2026-09-04,VAL-e3a00b887006c7945ad50f64,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.634945,11.058242,17.693187,27.9552,67.2,131.376,-0.8140596940577078,SZSE,0,0,,,,,2,,1.145,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,164.16,VAL-ec7823d70a376c3504f81b3c,明显偏贵
301396.SZ,宏景科技,VAL-b055efe7500589384609d0de,2026-09-03,2026-09-04,VAL-99d9eeb5813ed983ec3b5191,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,54.365121,130.685387,257.636906,54.202534,122.998057,242.481884,0.04429960958764512,SZSE,4,0,,,2026,1,5,2.489245470846946,3.108,0.24857111779439256,机构EPS变化+24.9%,2026-09-04,168.9,VAL-b055efe7500589384609d0de,偏贵
301413.SZ,安培龙,VAL-697db5ff455362fe3e4cadbe,2026-09-03,2026-09-04,VAL-3441cc3e8a6a5dbba29d6921,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,26.115048,62.776557,122.728169,34.560278,78.425247,153.321358,-0.21324784745656578,SZSE,1,0,,,2026,1,4,0.8370207615794253,1.12,0.338079115130435,机构EPS变化+33.8%,2026-09-04,57.28,VAL-697db5ff455362fe3e4cadbe,基本合理
301419.SZ,阿莱德,VAL-4241ad04cdd09abd65c90572,2026-08-26,2026-08-27,VAL-e0194a51d7c487ad6c238a52,2026-09-04,沿用,本周已复核、合理价值不变,11.66094,25.722661,50.71039,11.916309,26.959975,52.086671,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,35.7,VAL-4241ad04cdd09abd65c90572,偏贵
301421.SZ,波长光电,VAL-b8606dee91720bc86ca55a75,2026-08-26,2026-08-27,VAL-1888caa8fac853da32096520,2026-09-04,沿用,本周已复核、合理价值不变,4.721697,10.849487,21.560101,9.36,22.5,44.85,,SZSE,0,0,,,,0,1,,0.4,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,74.18,VAL-b8606dee91720bc86ca55a75,明显偏贵
301489.SZ,思泉新材,VAL-f4ab34dc4d550b17766cd3f6,2026-09-03,2026-09-04,VAL-ffa6f0468e0bf110249f7aaf,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,13.936227,30.741678,60.605023,76.267307,183.334874,361.431608,-0.8278985760909304,SZSE,0,0,,,,,1,,3.49,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,131.0,VAL-f4ab34dc4d550b17766cd3f6,明显偏贵
301508.SZ,中机认检,VAL-192e56937acb59048620184a,2026-08-26,2026-08-27,VAL-7bcb0438ea3a31074f2fd223,2026-09-04,沿用,本周已复核、合理价值不变,17.507884,38.620332,72.171745,16.377375,36.126563,68.489941,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.52,VAL-192e56937acb59048620184a,基本合理
301510.SZ,固高科技,VAL-0e25330094074071da1d4182,2026-09-03,2026-09-04,VAL-eb28a81ab779a87a06509600,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.010933,11.213724,22.107056,3.328212,7.448044,14.683287,0.5055931299330676,SZSE,0,0,,,,,1,,0.3,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.11,VAL-0e25330094074071da1d4182,明显偏贵
301511.SZ,德福科技,VAL-6b06b168b97f2b5ccb4d572d,2026-08-26,2026-08-27,VAL-5ee906f4f2cd25c090ce6064,2026-09-04,沿用,本周已复核、合理价值不变,12.45135,32.233525,63.546092,31.746,72.039,143.59774,,SZSE,0,0,,,2026,1,5,1.2279438128448634,1.272,0.03587801550387604,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,85.05,VAL-6b06b168b97f2b5ccb4d572d,明显偏贵
301516.SZ,中远通,VAL-dc99bb36062076dda824f646,2026-09-03,2026-09-04,VAL-6bfad8bc9bdea79512517d16,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.025004,6.70834,10.733344,4.062038,6.770063,10.832101,-0.009117067870766937,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.65,VAL-dc99bb36062076dda824f646,明显偏贵
301517.SZ,陕西华达,VAL-e174a177015099c43f053d0c,2026-08-26,2026-08-27,VAL-6e058be057d5a728f36d69db,2026-09-04,沿用,本周已复核、合理价值不变,7.444781,12.407968,19.852748,5.04,12.6,23.8875,,SZSE,1,0,,,,0,1,,0.21,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,38.03,VAL-e174a177015099c43f053d0c,明显偏贵
301526.SZ,国际复材,VAL-58926b6929537ebab31abeca,2026-08-26,2026-08-27,VAL-62418263dccb1d67e9912a12,2026-09-04,沿用,本周已复核、合理价值不变,5.543536,13.881051,27.584424,9.8748,22.4082,44.667012,,SZSE,0,0,,,2026,1,6,0.4441936277648616,0.421666666667,-0.05071428244303067,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.38,VAL-58926b6929537ebab31abeca,偏贵
301529.SZ,福赛科技,VAL-046f2708210b4cb63bc09d17,2026-09-03,2026-09-04,VAL-93eb68e460030fc48ba93661,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,19.285315,45.586282,90.589059,28.023552,66.24157,131.635248,-0.31181760948657133,SZSE,0,0,,,2026,2,3,1.5452976912137852,1.713333333333,0.1087399813476897,机构EPS变化+10.9%,2026-09-04,107.0,VAL-046f2708210b4cb63bc09d17,明显偏贵
301550.SZ,斯菱智驱,VAL-3786e81ee1ca526340511bda,2026-08-26,2026-08-27,VAL-b815ac1ca005a24fcf86c0a9,2026-09-04,沿用,本周已复核、合理价值不变,8.617171,19.800484,39.347522,15.754908,36.26966,71.503044,,SZSE,0,0,,,,0,5,,0.6842,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,81.46,VAL-3786e81ee1ca526340511bda,明显偏贵
301583.SZ,托伦斯精密制造（江苏）股份有限公司,VAL-ce38411ccb7be69b3918b655,2026-09-03,2026-09-04,VAL-64bc428e7718852bab5b88a4,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.010679,22.08238,40.631579,12.667895,27.943886,52.161921,-0.2097598723877686,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,115.66,VAL-ce38411ccb7be69b3918b655,明显偏贵
301586.SZ,佳力奇,VAL-1eef4ff0d2fbfe6c68f6f730,2026-09-03,2026-09-04,VAL-4cf060c8eaf9f794fdfde836,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,13.757137,22.928561,36.685698,8.49966,17.4993,33.598656,0.41104482640844076,SZSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.85,VAL-1eef4ff0d2fbfe6c68f6f730,偏贵
301596.SZ,瑞迪智驱,VAL-abf271899fa4f1c41d883f1b,2026-08-26,2026-08-27,VAL-862d36216e4cf66e7a8e1518,2026-09-04,沿用,本周已复核、合理价值不变,21.513489,48.143996,94.912449,16.912642,37.307298,72.459064,,SZSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,46.49,VAL-abf271899fa4f1c41d883f1b,基本合理
301611.SZ,珂玛科技,VAL-e4dfc4f1278d53c0cb074532,2026-08-26,2026-08-27,VAL-3473e9170628142e0aa5c376,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,18.891743,45.412844,88.78211,20.709,46.9935,93.67371,,SZSE,0,0,,,2026,1,2,0.7568807339449541,0.885,0.16927272727272724,机构EPS变化+16.9%,2026-09-04,86.92,VAL-e4dfc4f1278d53c0cb074532,偏贵
600019.SH,宝钢股份,VAL-72087dc82a5fa5b0b06060ef,2026-08-26,2026-08-27,VAL-5a1d32aeadb55bf407d62b75,2026-09-04,沿用,本周已复核、合理价值不变,6.053226,12.940566,25.715492,9.73245,22.40525,44.17035,,SSE,0,0,,,2026,3,7,0.43866324597046036,0.476666666667,0.08663461332955813,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.86,VAL-72087dc82a5fa5b0b06060ef,偏低
600031.SH,三一重工,VAL-e9cead08ba45e77896b79a37,2026-09-03,2026-09-04,VAL-72e0bd44a3444b8698c0e353,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.915046,37.452502,70.143185,16.573147,39.001195,73.043666,-0.03970886420931452,SSE,1,0,,,2026,10,30,1.1270685154102227,1.147034482759,0.017714954393442728,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.0,VAL-e9cead08ba45e77896b79a37,基本合理
600038.SH,中直股份,VAL-569bd16ccbd8e2592ad39ddd,2026-09-03,2026-09-04,VAL-124192a1cedcb66ab868442b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,16.172838,36.285213,68.672358,9.983728,20.554734,38.901303,0.7177699060286664,SSE,0,0,,,2026,1,6,0.829376300740277,0.89,0.07309552877941172,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.95,VAL-569bd16ccbd8e2592ad39ddd,基本合理
600072.SH,中船科技,VAL-4f075cf51c4cbb3163d3168d,2026-09-03,2026-09-04,VAL-1b97ed790058026f1c8b181b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.852992,8.735386,14.558977,5.068564,9.123415,15.205692,-0.042531136778034884,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.07,VAL-4f075cf51c4cbb3163d3168d,偏贵
600089.SH,特变电工,VAL-906a9f734c075b693b39deac,2026-08-26,2026-08-27,VAL-8114d4a346abad350586d82c,2026-09-04,沿用,本周已复核、合理价值不变,13.645312,33.346235,65.739721,20.0928,45.5952,88.556011,,SSE,0,0,,,2026,2,9,1.3456914972178065,1.431111111111,0.06347637186516897,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.88,VAL-906a9f734c075b693b39deac,基本合理
600096.SH,云天化,VAL-8be416dbcd901357a6888d09,2026-08-26,2026-08-27,VAL-d1a0646dbdd35e4fac9f5fd8,2026-09-04,沿用,本周已复核、合理价值不变,26.579464,61.203668,121.999312,26.579464,60.678432,120.952341,,SSE,0,0,,,2026,10,25,2.881528638995587,2.8832,0.0005800258174757378,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.8,VAL-8be416dbcd901357a6888d09,基本合理
600105.SH,永鼎股份,VAL-9f4d74c62141a9582312d55b,2026-08-26,2026-08-27,VAL-d919244169d14a0ddb98178f,2026-09-04,沿用,本周已复核、合理价值不变,16.46222,39.572644,78.014641,12.4215,28.91,55.85412,,SSE,0,0,,,2026,1,4,0.7537646498417577,0.77,0.02153901773139766,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.16,VAL-9f4d74c62141a9582312d55b,基本合理
600108.SH,亚盛集团,VAL-7cdc855928233964112f5d2c,2026-09-03,2026-09-04,VAL-89c2813a8eb151f21b8e1e22,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.001135,3.335225,5.336359,2.00401,3.340016,5.344026,-0.0014344990087996612,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.36,VAL-7cdc855928233964112f5d2c,偏贵
600111.SH,北方稀土,VAL-fffe3c52e2eb091c3b7b0c52,2026-08-26,2026-08-27,VAL-d302f8966ceacd7ceaebd2d5,2026-09-04,沿用,本周已复核、合理价值不变,11.679721,29.448869,56.895215,10.422,26.634,52.20264,,SSE,0,0,,,2026,3,7,1.247833427427793,1.242571428571,-0.004216908075334813,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,38.67,VAL-fffe3c52e2eb091c3b7b0c52,偏贵
600114.SH,东睦股份,VAL-9844881c6c8354c7a202ca9a,2026-09-03,2026-09-04,VAL-5b444f28e05b424883fd204e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,12.220325,30.463773,57.054295,14.665224,34.511324,64.63478,-0.1320232969585422,SSE,1,0,,,2026,1,4,0.8703935144207764,0.9,0.0340150576592082,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.88,VAL-9844881c6c8354c7a202ca9a,基本合理
600118.SH,中国卫星,VAL-0b5b936b149bee90f8a0f5e6,2026-08-26,2026-08-27,VAL-cf488fd28201b1585b587021,2026-09-04,沿用,本周已复核、合理价值不变,1.30766,2.692242,5.095259,1.1875,2.549167,4.8944,,SSE,0,0,,,,0,3,,0.063333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,57.62,VAL-0b5b936b149bee90f8a0f5e6,明显偏贵
600123.SH,兰花科创,VAL-a75b63bb7a8bb3bafb0ff3f5,2026-08-26,2026-08-27,VAL-e4c9091e20006f415135ce89,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,9.322852,15.538086,24.860938,2.1645,5.2392,10.845144,,SSE,0,0,,,2026,3,8,0.21313567071498934,0.23625,0.10844890115047767,机构EPS变化+10.8%,2026-09-04,7.05,VAL-a75b63bb7a8bb3bafb0ff3f5,偏低
600127.SH,金健米业,VAL-c8a1f213249bb27650f20fab,2026-09-03,2026-09-04,VAL-78e9eab08a88bdcb422c6bc0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.927806,1.546344,2.47415,0.941527,1.569212,2.510739,-0.014573000220253984,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.3,VAL-c8a1f213249bb27650f20fab,明显偏贵
600141.SH,兴发集团,VAL-3f3972c1721c8175c8edd0c2,2026-08-26,2026-08-27,VAL-3243a3762c27d7cc1d63e2ad,2026-09-04,沿用,本周已复核、合理价值不变,14.750393,36.514958,72.786484,15.7443,38.9754,77.690964,,SSE,0,0,,,2026,2,22,1.7191600041314639,1.733636363636,0.008420600450072424,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.19,VAL-3f3972c1721c8175c8edd0c2,基本合理
600143.SH,金发科技,VAL-c04791861b1eaa27ffcb05f9,2026-08-26,2026-08-27,VAL-d55e204fd939b8d66a23e6ef,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,6.01513,15.571711,30.698516,12.3786,28.497,56.1798,,SSE,0,0,,,2026,1,16,0.5932080461442899,0.661875,0.11575526377639145,机构EPS变化+11.6%,2026-09-04,13.69,VAL-c04791861b1eaa27ffcb05f9,基本合理
600148.SH,长春一东,VAL-f7fa5972d6c92029b5daacf9,2026-08-26,2026-08-27,VAL-1036d456025325cb146c2643,2026-09-04,沿用,本周已复核、合理价值不变,2.078529,4.279325,8.098928,1.291807,2.659602,5.106436,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.17,VAL-f7fa5972d6c92029b5daacf9,明显偏贵
600150.SH,中国船舶,VAL-73046256b99403b8c51a2a25,2026-09-03,2026-09-04,VAL-d497a4e682c52e733a78011b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,52.633993,118.089087,223.492033,48.856099,103.474713,195.833285,0.12073898746105316,SSE,0,0,,,2026,1,15,2.699179140516963,2.618,-0.030075491951755073,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.47,VAL-73046256b99403b8c51a2a25,偏低
600151.SH,航天机电,VAL-398ca6d94123bc7cf42efe83,2026-08-26,2026-08-27,VAL-6cd697029c7cb10691d196c9,2026-09-04,沿用,本周已复核、合理价值不变,3.078393,5.541108,9.23518,3.071647,5.528965,9.214941,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.84,VAL-398ca6d94123bc7cf42efe83,明显偏贵
600171.SH,上海贝岭,VAL-5e4a3a0ec5993c53228b5a58,2026-09-03,2026-09-04,VAL-09fdc039f92933001ffdea03,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.019622,13.278579,26.468633,6.545916,14.43952,28.782776,-0.08040028332029892,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.68,VAL-5e4a3a0ec5993c53228b5a58,偏贵
600178.SH,东安动力,VAL-ae02e33815e715d585a2ed45,2026-08-26,2026-08-27,VAL-d5df33d93bb2548f111945f6,2026-09-04,沿用,本周已复核、合理价值不变,5.46505,9.83709,16.395149,5.443663,9.798593,16.330988,,SSE,1,0,,,,0,1,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.1,VAL-ae02e33815e715d585a2ed45,偏贵
600183.SH,生益科技,VAL-373015ff2a967cfc99f99b4d,2026-08-26,2026-08-27,VAL-ac54ef5a67e9832f4c77cc1c,2026-09-04,沿用,本周已复核、合理价值不变,69.580035,157.893155,314.73369,57.285,131.7555,266.4389,,SSE,0,0,,,2026,7,15,2.9735057508889757,2.832,-0.04758886067285073,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,137.5,VAL-373015ff2a967cfc99f99b4d,基本合理
600184.SH,光电股份,VAL-57db62ad7d04173fd2f89aec,2026-09-03,2026-09-04,VAL-1c18bf952c932ad013696882,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.550676,3.192568,6.042162,2.877846,6.456706,12.219777,-0.4918616340666375,SSE,0,0,,,,,1,,0.15,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.8,VAL-57db62ad7d04173fd2f89aec,明显偏贵
600188.SH,兖矿能源,VAL-8053bf8289561cb08cd47268,2026-09-03,2026-09-04,VAL-b8c134d216f4b858b91c3cff,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.464312,28.1831,59.834888,11.038061,27.135233,57.610186,0.03861647360062781,SSE,0,0,,,2026,8,25,1.8408411285912334,1.6932,-0.08020308015620059,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.56,VAL-8053bf8289561cb08cd47268,基本合理
600206.SH,有研新材,VAL-0323168b9708e15730d3b03c,2026-08-26,2026-08-27,VAL-753479e71f4bd9232aab9400,2026-09-04,沿用,本周已复核、合理价值不变,4.254081,9.731557,18.225816,7.155,18.55,35.245,,SSE,0,0,,,,0,1,,0.53,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,45.22,VAL-0323168b9708e15730d3b03c,明显偏贵
600207.SH,安彩高科,VAL-e7bcb84675647798fe38a254,2026-08-26,2026-08-27,VAL-2134c98ef342ff6314ce2af4,2026-09-04,沿用,本周已复核、合理价值不变,1.40293,2.182336,3.429385,1.551515,2.413468,3.792593,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.41,VAL-e7bcb84675647798fe38a254,明显偏贵
600227.SH,赤天化,VAL-13ee67d9bf5ca1d42cdf643e,2026-09-03,2026-09-04,VAL-1b5241defbf901781b26eabc,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.232423,2.054039,3.286462,1.195353,1.992255,3.187609,0.031011968849369298,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.29,VAL-13ee67d9bf5ca1d42cdf643e,明显偏贵
600228.SH,返利科技,VAL-666cbabe6b48935d27b2a82a,2026-08-26,2026-08-27,VAL-53925c9951c4b0b5131251d8,2026-09-04,沿用,本周已复核、合理价值不变,0.794638,1.324397,2.119035,0.794638,1.324397,2.119035,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.3,VAL-666cbabe6b48935d27b2a82a,明显偏贵
600248.SH,陕建股份,VAL-9118110e4837a85cf621e153,2026-09-03,2026-09-04,VAL-4c58629cc3a34a760f0055d7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.050672,13.417787,21.468459,8.043954,13.40659,21.450543,0.0008351769540204668,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.9,VAL-9118110e4837a85cf621e153,偏低
600250.SH,南京商旅,VAL-901be415a07a24fd7ace1c6a,2026-09-03,2026-09-04,VAL-b9e84ce9a934e44362583f73,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.802351,3.003918,4.806268,0.363487,0.835218,1.659745,3.009551140605905,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.81,VAL-901be415a07a24fd7ace1c6a,明显偏贵
600251.SH,冠农股份,VAL-501b6a07c035aea4ed6dbabe,2026-08-26,2026-08-27,VAL-0cc70cf5ce1d65b92a8f794c,2026-09-04,沿用,本周已复核、合理价值不变,9.407704,21.616968,42.957238,8.6112,21.712,41.947584,,SSE,0,0,,,,0,3,,0.926666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.83,VAL-501b6a07c035aea4ed6dbabe,基本合理
600259.SH,中稀有色,VAL-50551b5f95165a8af884d2f2,2026-08-26,2026-08-27,VAL-bd270b0d6c07ea62f6a5094e,2026-09-04,沿用,本周已复核、合理价值不变,21.429609,49.021982,91.81117,23.8275,56.833,107.9827,,SSE,0,0,,,,0,3,,2.187333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,76.99,VAL-50551b5f95165a8af884d2f2,偏贵
600262.SH,北方股份,VAL-87743a1a1ef5456fd53b1dde,2026-08-26,2026-08-27,VAL-f832a6570b42df0489092ff0,2026-09-04,沿用,本周已复核、合理价值不变,21.726105,49.70024,93.08145,19.227202,43.983795,83.569211,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.48,VAL-87743a1a1ef5456fd53b1dde,偏低
600268.SH,国电南自,VAL-683e8fe94c37b23fd896f30a,2026-08-26,2026-08-27,VAL-57f8422cad6e3197f165d9e6,2026-09-04,沿用,本周已复核、合理价值不变,7.36943,16.256095,31.572949,8.2836,18.7974,36.508728,,SSE,0,0,,,,0,2,,0.59,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.58,VAL-683e8fe94c37b23fd896f30a,基本合理
600271.SH,航天信息,VAL-efd97981570664f5b4be64cd,2026-09-03,2026-09-04,VAL-70b8f54b82f98a7e0fbdf780,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.942657,12.496782,20.827971,7.006878,12.612381,21.020635,-0.009165483772858085,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.88,VAL-efd97981570664f5b4be64cd,偏低
600276.SH,恒瑞医药,VAL-089912c4096e80b9e8ec4900,2026-08-26,2026-08-27,VAL-d3324c4449bdc0d096e303ba,2026-09-04,沿用,本周已复核、合理价值不变,29.869916,72.623284,144.762412,29.72424,73.24902,148.125796,,SSE,3,1,2026-09-04 恒瑞医药关于获得药品注册批准的公告,https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-09-04/600276_20260904_BHXZ.pdf,2026,8,27,1.367670127813903,1.399851851852,0.023530326051309336,单项药品注册批准已核验，但缺少可量化收入、利润和放量节奏，不足以单独改模,2026-09-04,46.02,VAL-089912c4096e80b9e8ec4900,基本合理
600295.SH,鄂尔多斯,VAL-db9ddf45a45196e659dc389e,2026-09-03,2026-09-04,VAL-14789d5aa5405e2fc259783b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.500264,20.455182,40.773995,7.819974,18.81812,37.510787,0.08699391180164762,SSE,1,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.71,VAL-db9ddf45a45196e659dc389e,基本合理
600312.SH,平高电气,VAL-a67daf5a0b9906e024837b2d,2026-08-26,2026-08-27,VAL-9a209dc9de8b92f0a231e213,2026-09-04,沿用,本周已复核、合理价值不变,14.563335,33.047569,64.185722,14.574346,33.072554,64.23425,,SSE,0,0,,,2026,6,19,1.0372745940862809,1.037611111111,0.0003244242427584698,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.38,VAL-a67daf5a0b9906e024837b2d,基本合理
600313.SH,农发种业,VAL-c27adcdd83ad13ce9563a68d,2026-08-26,2026-08-27,VAL-79c89085047b8e26871e77c8,2026-09-04,沿用,本周已复核、合理价值不变,1.88987,3.149784,5.039654,0.21837,0.535221,1.034047,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.31,VAL-c27adcdd83ad13ce9563a68d,明显偏贵
600316.SH,洪都航空,VAL-e49e6a869685b44dff418bb7,2026-09-03,2026-09-04,VAL-75aec96fbd6a576fb5f65ab5,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.752024,11.253374,18.005399,6.767185,11.278641,18.045825,-0.0022402964541494708,SSE,0,0,,,2026,2,5,0.2112633302838529,0.2194,0.03851434939141907,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,32.39,VAL-e49e6a869685b44dff418bb7,明显偏贵
600320.SH,振华重工,VAL-16d198d9c5b924023bf62c85,2026-09-03,2026-09-04,VAL-1978da50005a1c72e2c47652,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,2.887294,7.197671,13.480209,2.880832,7.181561,13.450037,0.0022432039774236134,SSE,0,0,,,2026,1,2,0.20564773204882927,0.254,0.2351218147141536,机构EPS变化+23.5%,2026-09-04,4.13,VAL-16d198d9c5b924023bf62c85,基本合理
600328.SH,中盐化工,VAL-9870508c0e109d663c52937d,2026-08-26,2026-08-27,VAL-809d290eb6b9d39ff6eb677a,2026-09-04,沿用,本周已复核、合理价值不变,7.178279,11.963798,19.142077,0.6292,1.5576,3.104816,,SSE,0,0,,,,0,3,,-0.006666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.39,VAL-9870508c0e109d663c52937d,偏低
600330.SH,天通股份,VAL-f5d8bad7811a470bac50f7a8,2026-08-26,2026-08-27,VAL-96246201246f236052e1c972,2026-09-04,沿用,本周已复核、合理价值不变,5.481472,9.135787,14.617258,0.7425,1.771,3.3649,,SSE,0,0,,,,0,3,,0.016666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.26,VAL-f5d8bad7811a470bac50f7a8,明显偏贵
600331.SH,宏达股份,VAL-dbfbf713456c858897a4909b,2026-09-03,2026-09-04,VAL-1acd3a55a3f357ea8c678370,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.065217,1.775362,2.840579,1.061213,1.768689,2.829903,0.0037729221718632022,SSE,0,0,,,,,5,,0.016,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.65,VAL-dbfbf713456c858897a4909b,明显偏贵
600343.SH,航天动力,VAL-b3b9700e741c86590a122aa2,2026-09-03,2026-09-04,VAL-cf39005c23e2bf692f66f979,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.942425,3.496365,5.827275,1.995646,3.592162,5.986937,-0.026668418098832247,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.24,VAL-b3b9700e741c86590a122aa2,明显偏贵
600348.SH,华阳股份,VAL-4145a0963e26c33135d22eb5,2026-09-03,2026-09-04,VAL-12083ca517bb0e3785b1b0d7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.240432,19.478586,38.707847,4.090811,10.056577,21.350886,0.9593028762623883,SSE,0,0,,,2026,6,12,0.6777546777546778,0.650833333333,-0.03972137014364119,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.89,VAL-4145a0963e26c33135d22eb5,基本合理
600353.SH,旭光电子,VAL-c7d94b8e55b26b42dfdc1208,2026-09-03,2026-09-04,VAL-e226aa76fa82f4f6c3585d60,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,4.664126,11.211842,22.103346,5.631197,13.536532,26.686306,-0.17173453360072033,SSE,0,0,,,2026,1,6,0.21355890069525477,0.248333333333,0.1628329820229213,机构EPS变化+16.3%,2026-09-04,31.25,VAL-c7d94b8e55b26b42dfdc1208,明显偏贵
600360.SH,华微电子,VAL-2877331d5c0035d795b96510,2026-08-26,2026-08-27,VAL-ff9a90d6b68eac034680cd73,2026-09-04,沿用,本周已复核、合理价值不变,1.85772,4.249687,7.959057,1.732678,3.963642,7.530919,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.66,VAL-2877331d5c0035d795b96510,明显偏贵
600366.SH,宁波韵升,VAL-0034cdca888e46d3df2d58c5,2026-08-26,2026-08-27,VAL-00428b443222115300688f4c,2026-09-04,沿用,本周已复核、合理价值不变,5.962683,13.640125,25.546005,7.02,18.2,34.58,,SSE,0,0,,,,0,1,,0.52,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.25,VAL-0034cdca888e46d3df2d58c5,基本合理
600371.SH,万向德农,VAL-470f2bd2c09a914dfca77e40,2026-08-26,2026-08-27,VAL-ae2667d98ac4931dba3d531a,2026-09-04,沿用,本周已复核、合理价值不变,1.599698,2.666164,4.265862,1.599698,2.666164,4.265862,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.7,VAL-470f2bd2c09a914dfca77e40,明显偏贵
600372.SH,中航机载,VAL-d58606dd713ea856e11f7ebb,2026-09-03,2026-09-04,VAL-81e827e492ec24b42d6b535e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.827753,10.831498,20.499384,4.688724,9.930477,18.794136,0.07114273892259915,SSE,0,0,,,2026,1,10,0.24757710106322317,0.248,0.0017081504507512335,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.45,VAL-d58606dd713ea856e11f7ebb,偏贵
600378.SH,昊华科技,VAL-6724078317489fbe94228b14,2026-09-03,2026-09-04,VAL-f1b1a26b04bdcdbb1a951faa,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,22.926565,53.952543,101.045406,22.703449,53.427489,100.062054,0.009827410769587486,SSE,0,0,,,2026,4,14,1.6666671576228835,1.634285714286,-0.01942886027889834,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,45.75,VAL-6724078317489fbe94228b14,基本合理
600391.SH,航发科技,VAL-0e0b9f67b20bde7c55ba2672,2026-09-03,2026-09-04,VAL-7c630c760f5442939580b86b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.881068,8.135113,13.01618,4.837441,8.062401,12.899842,0.009018637592615564,SSE,0,0,,,,,7,,0.307142857143,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.91,VAL-0e0b9f67b20bde7c55ba2672,明显偏贵
600392.SH,盛和资源,VAL-ce91af25aaa09f79ff0b0daa,2026-09-03,2026-09-04,VAL-96c7f8393aeab230fea79fc5,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,12.519504,31.209591,58.451105,10.845431,27.036331,50.635186,0.15435747154527824,SSE,0,0,,,2026,1,1,0.8917025943987146,0.89,-0.0019093747280870543,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.73,VAL-ce91af25aaa09f79ff0b0daa,基本合理
600397.SH,江钨装备,VAL-feeb56673abe836682513a10,2026-09-03,2026-09-04,VAL-e722393f5266e3c6a6abf75e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.175628,0.292713,0.468341,0.175516,0.292526,0.468042,0.0006388315578516046,SSE,0,0,,,2026,1,2,0.07576064582382744,0.075,-0.010040118000000042,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.78,VAL-feeb56673abe836682513a10,明显偏贵
600399.SH,抚顺特钢,VAL-b7d709095df8929ba75bcca7,2026-08-26,2026-08-27,VAL-b3f159db829c5f100ec9327e,2026-09-04,沿用,本周已复核、合理价值不变,2.400737,4.001228,6.401966,0.75,1.75,3.36,,SSE,0,0,,,,0,1,,0.04,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.48,VAL-b7d709095df8929ba75bcca7,偏贵
600403.SH,大有能源,VAL-3477577e03965a588e68bd6b,2026-08-26,2026-08-27,VAL-ed7144ed6df726043a6ba779,2026-09-04,沿用,本周已复核、合理价值不变,1.161378,1.93563,3.097008,1.161378,1.93563,3.097008,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.53,VAL-3477577e03965a588e68bd6b,明显偏贵
600406.SH,国电南瑞,VAL-f3d778a7d29dde7120a974ad,2026-09-03,2026-09-04,VAL-b30f0453f2ae22a52548c774,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,20.320481,46.780149,92.223722,20.513691,47.22494,93.100595,-0.00941856944230246,SSE,0,0,,,2026,4,12,1.1304812825047126,1.140909090909,0.00922422030834813,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.71,VAL-f3d778a7d29dde7120a974ad,基本合理
600416.SH,湘电股份,VAL-30db1905e2b9ca5a16458aa6,2026-09-03,2026-09-04,VAL-cce98c272c64f3b444aef35c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.91287,9.854784,15.767655,5.936783,9.894639,15.831422,-0.004027938867399272,SSE,0,0,,,,,3,,0.213333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.65,VAL-30db1905e2b9ca5a16458aa6,基本合理
600426.SH,华鲁恒升,VAL-3361ba54f01a9eb70775fca6,2026-08-26,2026-08-27,VAL-6ddeb3b4a5bb6d61dac4b32c,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,19.651847,48.648629,96.972934,19.75545,48.9051,97.484166,,SSE,0,0,,,2026,10,31,2.2904250893414853,1.953225806452,-0.14722126668042768,机构EPS变化-14.7%,2026-09-04,20.83,VAL-3361ba54f01a9eb70775fca6,基本合理
600435.SH,北方导航,VAL-df7c0f25074cb74c6f8551e5,2026-08-26,2026-08-27,VAL-70a3539aea85a39e772f1aa3,2026-09-04,沿用,本周已复核、合理价值不变,1.688257,2.813762,4.502019,1.921875,4.125625,7.9212,,SSE,0,0,,,,0,13,,0.099166666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.59,VAL-df7c0f25074cb74c6f8551e5,明显偏贵
600438.SH,通威股份,VAL-995b3ab8dd55a095abe2b089,2026-09-03,2026-09-04,VAL-0e9236d362864ee438b8eaa2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.746542,11.244236,17.990778,7.283831,12.139718,19.423549,-0.07376463487697338,SSE,0,0,,,,,11,,-1.4946,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.39,VAL-995b3ab8dd55a095abe2b089,偏贵
600456.SH,宝钛股份,VAL-03599f1e28cb00b8d8e229b4,2026-08-26,2026-08-27,VAL-252e39ed65ddbb169bcea673,2026-09-04,沿用,本周已复核、合理价值不变,15.150835,33.420959,62.455418,22.56,51.888,98.371,,SSE,0,0,,,,0,2,,0.94,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.75,VAL-03599f1e28cb00b8d8e229b4,基本合理
600460.SH,士兰微,VAL-8409808308c6fb835ed58f34,2026-08-26,2026-08-27,VAL-704d7a8996932eeba0e73f1b,2026-09-04,沿用,本周已复核、合理价值不变,5.728918,12.637318,25.190388,11.934,27.081,53.98146,,SSE,0,0,,,,0,5,,0.5175,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.34,VAL-8409808308c6fb835ed58f34,明显偏贵
600470.SH,六国化工,VAL-258473bd3fc4a158c56b4e03,2026-08-26,2026-08-27,VAL-d395fbb240d5c7ae47e3da90,2026-09-04,沿用,本周已复核、合理价值不变,2.080874,3.190674,4.439198,2.191143,3.359752,4.674438,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.05,VAL-258473bd3fc4a158c56b4e03,明显偏贵
600480.SH,凌云股份,VAL-39b225924402317af83cfc92,2026-08-26,2026-08-27,VAL-21e3ffae5a0241528a49f28d,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,8.086628,20.158974,37.754878,9.9,23.613333,44.865333,,SSE,0,0,,,2026,1,4,0.575970686076654,0.6425,0.1155081595845171,机构EPS变化+11.6%,2026-09-04,8.23,VAL-39b225924402317af83cfc92,基本合理
600481.SH,双良节能,VAL-81ab606ec1304dc30a9b1c2e,2026-09-03,2026-09-04,VAL-161b42274f61e6491be727cc,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.776211,2.762995,4.341849,1.935392,3.010609,4.730957,-0.08224725389258913,SSE,0,0,,,,,2,,-0.03,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.21,VAL-81ab606ec1304dc30a9b1c2e,偏贵
600482.SH,中国动力,VAL-973984b9e8f3f43dbf478989,2026-09-03,2026-09-04,VAL-a858a4cef17f509fbdb2378c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,12.693311,26.133288,49.459114,25.041258,53.0361,100.374608,-0.5027162804356162,SSE,0,0,,,,,12,,1.32975,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,32.98,VAL-973984b9e8f3f43dbf478989,偏贵
600486.SH,扬农化工,VAL-4463dc14e28be0be8333d6d2,2026-08-26,2026-08-27,VAL-afb0a3cc070d318b6041da88,2026-09-04,沿用,本周已复核、合理价值不变,44.122191,95.951624,155.44163,53.450537,99.601116,140.307659,,SSE,0,0,,,2026,4,29,3.5354319721666125,3.811586206897,0.07811046483271822,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,55.86,VAL-4463dc14e28be0be8333d6d2,基本合理
600487.SH,亨通光电,VAL-3e9ba56bcf39d4de3822cd20,2026-09-03,2026-09-04,VAL-f5aa17b6d1a16a622b84ba6b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,74.054692,178.016088,350.946001,67.094172,152.25216,300.154259,0.14919076923520191,SSE,0,0,,,2026,1,14,3.390782620349428,3.059166666667,-0.09779923717087302,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,62.22,VAL-3e9ba56bcf39d4de3822cd20,偏低
600495.SH,晋西车轴,VAL-3d1ebe56c85912c9ea7b0256,2026-08-26,2026-08-27,VAL-d9fafa69e827ae0300902e7b,2026-09-04,沿用,本周已复核、合理价值不变,2.714466,4.886039,8.143398,2.714858,4.886745,8.144575,,SSE,1,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.16,VAL-3d1ebe56c85912c9ea7b0256,基本合理
600501.SH,航天晨光,VAL-d16036e479402954d8afe70a,2026-08-26,2026-08-27,VAL-445dc2fb12aef51a4a6ed177,2026-09-04,沿用,本周已复核、合理价值不变,3.5501,6.39018,10.650301,3.416849,6.150327,10.250546,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.07,VAL-d16036e479402954d8afe70a,明显偏贵
600522.SH,中天科技,VAL-346c5c10679f8c77f0224610,2026-09-03,2026-09-04,VAL-5594ffe41262fab150b7a961,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,25.143201,59.168901,116.647262,28.249078,66.477887,131.056405,-0.10994612780004087,SSE,0,0,,,2026,3,9,1.9016786050535424,1.916666666667,0.00788149037046959,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.7,VAL-346c5c10679f8c77f0224610,基本合理
600523.SH,贵航股份,VAL-4b04cea462af09c92bebc1bf,2026-08-26,2026-08-27,VAL-54ff5d1f2b5d76faf41dce7e,2026-09-04,沿用,本周已复核、合理价值不变,6.199758,14.182453,26.561708,5.900185,13.497156,25.644596,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.26,VAL-4b04cea462af09c92bebc1bf,基本合理
600525.SH,ST长园,VAL-7cadc7aff5a7aedce2d3942d,2026-09-03,2026-09-04,VAL-5315297e7324e453f1dd10c6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.933283,3.007329,4.725803,1.917747,2.983162,4.687826,0.008101150215194641,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.1,VAL-7cadc7aff5a7aedce2d3942d,明显偏贵
600531.SH,豫光金铅,VAL-e1071e7f2b5b978f20c8ed32,2026-09-03,2026-09-04,VAL-535f5efd9b2294c9ebbd5c4b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.06044,20.819025,41.371566,9.039768,20.771525,41.277174,0.0022867844075062926,SSE,0,0,,,,,1,,0.71,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.08,VAL-e1071e7f2b5b978f20c8ed32,基本合理
600536.SH,中国软件,VAL-2dca76aa14394477d8d81e89,2026-08-26,2026-08-27,VAL-6c3f40fc225d4345ae6119e4,2026-09-04,沿用,本周已复核、合理价值不变,3.458548,5.764247,9.222795,0.7176,1.8,3.45,,SSE,0,0,,,,0,2,,0.06,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.5,VAL-2dca76aa14394477d8d81e89,明显偏贵
600546.SH,山煤国际,VAL-2ed4e7c9374ea40cda946a43,2026-09-03,2026-09-04,VAL-0d61a9cd97d09115631cb99d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.142869,20.017885,42.499511,6.490373,15.955501,33.874755,0.25460714962580644,SSE,0,0,,,2026,6,12,1.245004424999116,1.14,-0.08434060384901088,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.17,VAL-2ed4e7c9374ea40cda946a43,基本合理
600549.SH,厦门钨业,VAL-3172b200abd1103269361408,2026-08-26,2026-08-27,VAL-b6c5b553c55c382ee0279001,2026-09-04,沿用,本周已复核、合理价值不变,27.916349,74.562898,144.055519,28.433571,72.663571,142.4206,,SSE,0,0,,,2026,1,9,2.982515919740896,3.045555555556,0.021136395416317066,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,48.79,VAL-3172b200abd1103269361408,基本合理
600550.SH,保变电气,VAL-0774d1346089066671c52ef9,2026-08-26,2026-08-27,VAL-12037491a0abd4c1b5c7bea4,2026-09-04,沿用,本周已复核、合理价值不变,1.474471,3.252509,6.317096,1.474471,3.252509,6.317096,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.1,VAL-0774d1346089066671c52ef9,明显偏贵
600562.SH,国睿科技,VAL-c5b4c2bb79e3b39798a9e757,2026-08-26,2026-08-27,VAL-69d807a86c00811d5e8f6cdf,2026-09-04,沿用,本周已复核、合理价值不变,14.109441,33.916926,63.382255,14.96,34.408,65.231833,,SSE,0,0,,,2026,1,9,0.5652820938022987,0.59,0.0437266746438747,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.27,VAL-c5b4c2bb79e3b39798a9e757,基本合理
600580.SH,卧龙电驱,VAL-fecb251c72a311b9d59c6739,2026-09-03,2026-09-04,VAL-872eaff048e8a4e2055079fa,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.313655,14.443002,27.04968,10.722446,26.729743,50.060991,-0.44578254157587416,SSE,0,0,,,,,5,,0.792,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.64,VAL-fecb251c72a311b9d59c6739,明显偏贵
600583.SH,海油工程,VAL-d2c1cf05d67e9ccbeb42edaa,2026-08-26,2026-08-27,VAL-b8241cdd4cc4abacc359bcd6,2026-09-04,沿用,本周已复核、合理价值不变,7.332223,16.638506,32.315677,4.9842,12.567,24.279444,,SSE,0,0,,,2026,3,8,0.5222381157920192,0.5275,0.010075641836292837,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.15,VAL-d2c1cf05d67e9ccbeb42edaa,偏低
600584.SH,长电科技,VAL-f9110aa716624e0bbb2800d8,2026-08-26,2026-08-27,VAL-48b3fb4870c7a559f748aa45,2026-09-04,沿用,本周已复核、合理价值不变,26.881753,61.0009,120.258918,26.632125,60.434438,120.465979,,SSE,12,0,,,2026,4,19,1.230849483918084,1.173157894737,-0.046871359930572454,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,67.36,VAL-f9110aa716624e0bbb2800d8,偏贵
600588.SH,用友网络,VAL-a74e66d96099dd78ee153641,2026-08-26,2026-08-27,VAL-651221058fad0955696d3ae3,2026-09-04,沿用,本周已复核、合理价值不变,1.770117,2.950195,4.720311,1.770117,2.950195,4.720311,,SSE,0,0,,,,0,4,,-0.0225,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.19,VAL-a74e66d96099dd78ee153641,明显偏贵
600590.SH,泰豪科技,VAL-65379f60edf32df0a58ccd7e,2026-09-03,2026-09-04,VAL-91d5a3c5a11e4c545928ab8b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.412737,4.967401,9.401161,8.162442,18.313172,34.658985,-0.7212477111956686,SSE,0,0,,,,,4,,0.4425,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.7,VAL-65379f60edf32df0a58ccd7e,偏贵
600592.SH,龙溪股份,VAL-ae642e52daabd31748c61024,2026-09-03,2026-09-04,VAL-55d2a3af20430efab9f15fcd,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.185487,12.734826,24.101567,5.505925,11.335728,21.764597,0.12342375181343535,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.96,VAL-ae642e52daabd31748c61024,偏贵
600602.SH,云赛智联,VAL-616eeb1506edb22ce23b8744,2026-08-26,2026-08-27,VAL-9b6412a296919b60c6d32a97,2026-09-04,沿用,本周已复核、合理价值不变,2.988661,6.592636,12.99691,4.3602,10.148,19.605936,,SSE,0,0,,,,0,2,,0.215,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.89,VAL-616eeb1506edb22ce23b8744,明显偏贵
600611.SH,大众交通,VAL-1d377ea923116ab5e63d1aad,2026-09-03,2026-09-04,VAL-c6e475dd451ea4d090f187eb,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.605272,6.008787,9.61406,3.645289,6.075482,9.720771,-0.010977730058654767,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.01,VAL-1d377ea923116ab5e63d1aad,基本合理
600613.SH,神奇制药,VAL-dd34bc0a8914ccebf676dd57,2026-09-03,2026-09-04,VAL-a54895a6ff2c30045605e7e0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.958328,2.144596,4.227917,1.191681,2.666805,5.257416,-0.19581825617612714,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.02,VAL-dd34bc0a8914ccebf676dd57,明显偏贵
600641.SH,先导基电,VAL-d6286c92e3b6c8052bbf7818,2026-08-26,2026-08-27,VAL-607d549983c6a67dd7340da4,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,8.13392,13.556534,21.690454,4.368,9.912,19.75792,,SSE,5,0,,,2026,1,3,0.2578898387449224,0.186666666667,-0.2761767288875965,机构EPS变化-27.6%,2026-09-04,29.64,VAL-d6286c92e3b6c8052bbf7818,明显偏贵
600664.SH,哈药股份,VAL-322ca72e9630e7dfa1a68e10,2026-08-26,2026-08-27,VAL-725052c17c2a3f56fc332c93,2026-09-04,沿用,本周已复核、合理价值不变,3.247894,7.268305,14.328944,2.5272,6.75,13.041,,SSE,0,0,,,,0,1,,0.24,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.78,VAL-322ca72e9630e7dfa1a68e10,偏贵
600673.SH,东阳光,VAL-075dbaf8f7c33b46df954e35,2026-08-26,2026-08-27,VAL-2953a40045428a8133c97ee0,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,6.506317,16.29186,32.375184,13.7163,31.12545,62.043397,,SSE,3,1,2026-09-04 东阳光关于股份回购实施完成的公告,https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-09-04/600673_20260904_A9PB.pdf,2026,1,6,0.5213395233650716,0.586166666667,0.12434726391640316,完成回购1649.97万股、占总股本0.55%，用途为员工持股/股权激励，当前未注销、不改摊薄股本；5条相关标题需正文核验；机构EPS变化+12.4%,2026-09-04,30.53,VAL-075dbaf8f7c33b46df954e35,偏贵
600683.SH,京投发展,VAL-feb35ed2f184a181974df753,2026-08-26,2026-08-27,VAL-e38315449afc1dbf3ed039e3,2026-09-04,沿用,本周已复核、合理价值不变,2.374701,3.799522,5.699282,2.849641,4.749402,7.599043,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.55,VAL-feb35ed2f184a181974df753,明显偏贵
600685.SH,中船防务,VAL-f427eba7ff12ed6e04ba0aa5,2026-08-26,2026-08-27,VAL-b2b02014e5b1f7225a65e5cf,2026-09-04,沿用,本周已复核、合理价值不变,18.157174,37.382418,70.748896,22.3125,47.8975,91.9632,,SSE,0,0,,,,0,2,,1.19,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.44,VAL-f427eba7ff12ed6e04ba0aa5,基本合理
600686.SH,金龙汽车,VAL-396b2a6c44a291aa3e1b6c63,2026-08-26,2026-08-27,VAL-da0f9024be9df576d2b96fa2,2026-09-04,沿用,本周已复核、合理价值不变,8.115942,18.56588,34.77124,14.4,34.346667,65.258667,,SSE,0,0,,,,0,3,,0.986666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.36,VAL-396b2a6c44a291aa3e1b6c63,基本合理
600691.SH,潞化科技,VAL-68a9724202afb61234adb2fe,2026-09-03,2026-09-04,VAL-d4fa4bc8c5f42bf4034a723f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.215066,2.02511,3.240176,1.178104,1.963506,3.14161,0.031374359007005914,SSE,1,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.01,VAL-68a9724202afb61234adb2fe,偏贵
600692.SH,亚通股份,VAL-f1a8639be3a067f97599408a,2026-08-26,2026-08-27,VAL-07c32bfef276c2d18d9b31b7,2026-09-04,沿用,本周已复核、合理价值不变,1.796248,3.962311,7.695689,1.070294,2.360944,4.585477,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.47,VAL-f1a8639be3a067f97599408a,偏贵
600698.SH,湖南天雁,VAL-cb77a0eaa86f17a27a847c31,2026-08-26,2026-08-27,VAL-920b283ad35f6cf5f369a82b,2026-09-04,沿用,本周已复核、合理价值不变,0.831634,1.386056,2.079085,0.829712,1.382853,2.07428,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.91,VAL-cb77a0eaa86f17a27a847c31,明显偏贵
600699.SH,均胜电子,VAL-58d2d78ea244a4cd7aaf5520,2026-08-26,2026-08-27,VAL-3af4285a8a340c3162e0615c,2026-09-04,沿用,本周已复核、合理价值不变,12.678821,29.13332,57.893733,20.8104,47.908,94.4472,,SSE,0,0,,,,0,14,,1.106428571429,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.12,VAL-58d2d78ea244a4cd7aaf5520,基本合理
600703.SH,三安光电,VAL-313a003285d3b3565f05a967,2026-08-26,2026-08-27,VAL-46f5287389917df085688dd6,2026-09-04,沿用,本周已复核、合理价值不变,6.953186,13.906371,24.33615,6.995383,13.990767,24.483842,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.23,VAL-313a003285d3b3565f05a967,基本合理
600721.SH,百花医药,VAL-aceae0da46ac63f93ddaface,2026-08-26,2026-08-27,VAL-e429f6172f0de3a1655dadd5,2026-09-04,沿用,本周已复核、合理价值不变,1.294348,2.855179,5.628782,0.832081,2.039414,3.940147,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.94,VAL-aceae0da46ac63f93ddaface,明显偏贵
600727.SH,鲁北化工,VAL-8cdd201e2ebe946439fbb4f9,2026-08-26,2026-08-27,VAL-2d265bcc5325bdf0f29ac372,2026-09-04,沿用,本周已复核、合理价值不变,5.470209,14.344953,28.594272,5.4912,14.4,28.704,,SSE,0,0,,,2026,1,1,0.6375534474818233,0.64,0.003837407715133523,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.72,VAL-8cdd201e2ebe946439fbb4f9,基本合理
600732.SH,爱旭股份,VAL-290678e63188135e43c627ae,2026-09-03,2026-09-04,VAL-d9c216196b27c0e3d5e53b71,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,1.897411,2.951529,4.638117,2.015655,3.135464,4.927157,-0.0586627876389576,SSE,0,0,,,2026,1,12,0.03262111197813036,-0.005545454545,-1.1699958771705192,机构EPS变化-117.0%,2026-09-04,10.87,VAL-290678e63188135e43c627ae,明显偏贵
600745.SH,闻泰科技（*ST闻泰）,VAL-948f52a9cc02658f919e1b0a,2026-09-01,2026-09-02,VAL-afe284309e270bf05499876a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.072925,12.988827,21.326285,17.654148,29.42358,47.077728,-0.5313760256229867,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.13,VAL-948f52a9cc02658f919e1b0a,偏贵
600749.SH,西藏旅游,VAL-3b149c09ba5508feb0093ef2,2026-08-26,2026-08-27,VAL-5b26536d547890202121e3d2,2026-09-04,沿用,本周已复核、合理价值不变,1.056816,2.428345,4.825607,0.990765,2.331211,4.557517,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.49,VAL-3b149c09ba5508feb0093ef2,明显偏贵
600756.SH,浪潮软件,VAL-d78089dc2163ec1d181f6307,2026-08-26,2026-08-27,VAL-c3b663e68e16a2f897635824,2026-09-04,沿用,本周已复核、合理价值不变,5.609745,9.349574,14.959319,5.754127,9.590211,15.344337,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.6,VAL-d78089dc2163ec1d181f6307,偏贵
600760.SH,中航沈飞,VAL-5430c9bf2f114b4a073b8294,2026-09-03,2026-09-04,VAL-c0111922a6154d5b30475d66,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,24.198486,51.251152,96.996467,23.882739,48.997499,92.731266,0.03525509891995693,SSE,0,0,,,2026,3,11,1.203322134240926,1.206363636364,0.0025275876147601295,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,48.26,VAL-5430c9bf2f114b4a073b8294,基本合理
600761.SH,安徽合力,VAL-61171c3a3304315eef985882,2026-08-26,2026-08-27,VAL-4f70078b2cec0549ec24ca7e,2026-09-04,沿用,本周已复核、合理价值不变,20.854464,51.987624,97.365392,20.7153,49.409827,93.878671,,SSE,0,0,,,2026,1,17,1.4853606742179417,1.489294117647,0.0026481402782050356,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.38,VAL-61171c3a3304315eef985882,偏低
600764.SH,中国海防,VAL-2c261fef038152e9efa353ad,2026-09-03,2026-09-04,VAL-ab898ed335b99af06a22d347,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.465831,17.443051,27.908882,7.381485,16.561024,31.34292,0.165662378992945,SSE,0,0,,,,,3,,0.303333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.71,VAL-2c261fef038152e9efa353ad,偏贵
600765.SH,中航重机,VAL-390e5a4c308b7122ffb2b84e,2026-09-03,2026-09-04,VAL-377b89190e8c8e202ca48e33,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.791365,3.688105,6.980002,6.288517,12.946946,24.50302,-0.7151370882000605,SSE,0,0,,,,,3,,0.45,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.71,VAL-390e5a4c308b7122ffb2b84e,明显偏贵
600796.SH,钱江生化,VAL-007120fdb4a2e247fca85bbc,2026-09-03,2026-09-04,VAL-92be116711bcd915de8e04df,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.538278,3.39326,5.723298,2.077117,4.569657,7.616096,-0.2580554115425018,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.19,VAL-007120fdb4a2e247fca85bbc,偏贵
600855.SH,航天长峰,VAL-bdea66997681f0ecdcba4507,2026-09-03,2026-09-04,VAL-55a0ff66e4331396ef961fc9,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.950806,5.31145,8.852417,2.984128,5.37143,8.952383,-0.011166459499174053,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.02,VAL-bdea66997681f0ecdcba4507,明显偏贵
600862.SH,中航高科,VAL-a4185a26833601973bc8c665,2026-09-03,2026-09-04,VAL-6b372ffb4bd1cfddbb3dd1a8,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,13.065864,29.144701,55.158429,13.977194,26.789257,50.700582,0.035424079471622294,SSE,0,0,,,2026,1,12,0.6661645991780533,0.710833333333,0.06705359938078548,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.57,VAL-a4185a26833601973bc8c665,基本合理
600869.SH,远东股份,VAL-bb1443477ec2788216066d87,2026-08-26,2026-08-27,VAL-a199a37a8882f6d06e6059f7,2026-09-04,沿用,本周已复核、合理价值不变,1.772747,2.954578,4.727324,7.5036,17.464,33.740448,,SSE,0,0,,,2026,1,6,0.3298258924000719,0.36,0.09148495704918025,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.2,VAL-bb1443477ec2788216066d87,明显偏贵
600871.SH,石化油服,VAL-3198e609f49b989af586eaa6,2026-08-26,2026-08-27,VAL-9ddf551c8bec7caf087355c6,2026-09-04,沿用,本周已复核、合理价值不变,0.475141,0.791901,1.267041,0.54,1.4,2.66,,SSE,0,0,,,2026,1,1,0.042464422309866134,0.04,-0.058034989664596304,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.21,VAL-3198e609f49b989af586eaa6,明显偏贵
600872.SH,中炬高新,VAL-414214d2009b7d660996fa90,2026-08-26,2026-08-27,VAL-13b1a63f59458a89109ba60b,2026-09-04,沿用,本周已复核、合理价值不变,5.370096,8.592153,12.88823,10.533228,25.495812,49.844313,,SSE,0,0,,,2026,10,28,0.9107149594378346,0.901655172414,-0.009947994078660094,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.51,VAL-414214d2009b7d660996fa90,明显偏贵
600875.SH,东方电气,VAL-d5bb3280a66be8fb8fc5fdc5,2026-08-26,2026-08-27,VAL-29cc015548baab3717a1cd0b,2026-09-04,沿用,本周已复核、合理价值不变,14.751606,33.896154,67.358436,19.030582,43.184782,83.874443,,SSE,0,0,,,,0,12,,1.355454545455,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.07,VAL-d5bb3280a66be8fb8fc5fdc5,基本合理
600876.SH,凯盛新能,VAL-dce6284b5c2a13308fd3d17c,2026-09-03,2026-09-04,VAL-a09d28b041cf362453854eea,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.15632,4.909831,7.715448,3.832625,5.961861,9.368639,-0.17646000004492324,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.05,VAL-dce6284b5c2a13308fd3d17c,偏贵
600877.SH,电科芯片,VAL-359a3db33e34cc27fd193060,2026-08-26,2026-08-27,VAL-2d3cbd83b381dad8b670aa2e,2026-09-04,沿用,本周已复核、合理价值不变,1.894206,3.157011,5.051217,0.317673,0.70075,1.328505,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.02,VAL-359a3db33e34cc27fd193060,明显偏贵
600879.SH,航天电子,VAL-dc9140bb2f4210714d3c31ff,2026-08-26,2026-08-27,VAL-918b70bc5cbf0fc41b77bb5e,2026-09-04,沿用,本周已复核、合理价值不变,5.688524,9.480874,15.169398,2.142857,4.6,8.832,,SSE,0,0,,,,0,8,,0.10875,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.38,VAL-dc9140bb2f4210714d3c31ff,偏贵
600885.SH,宏发股份,VAL-31b94385f114e8b2f3fbfc46,2026-08-26,2026-08-27,VAL-ef55933ea2c087314ee6f3ef,2026-09-04,沿用,本周已复核、合理价值不变,18.636202,44.051919,87.539974,25.82762,59.458233,117.21766,,SSE,0,0,,,2026,3,10,1.4932854047002433,1.439666666667,-0.035906557356332414,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,35.72,VAL-31b94385f114e8b2f3fbfc46,基本合理
600893.SH,航发动力,VAL-da9a27941919174aae2bfa3b,2026-08-26,2026-08-27,VAL-d230921c03f1b183c1186820,2026-09-04,沿用,本周已复核、合理价值不变,13.56212,22.603534,36.165654,4.25,9.123333,17.5168,,SSE,0,0,,,,0,14,,0.227857142857,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.04,VAL-da9a27941919174aae2bfa3b,明显偏贵
600905.SH,三峡能源,VAL-bd48261ba52ba17093e9a4c4,2026-09-03,2026-09-04,VAL-c2482adb0da012cbc0d093ef,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.583246,1.286572,2.498808,1.974062,4.479601,8.700381,-0.7102702759657578,SSE,0,0,,,,,5,,0.124,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.68,VAL-bd48261ba52ba17093e9a4c4,明显偏贵
600919.SH,江苏银行,VAL-5d6d6120d797351f7f5184d3,2026-08-26,2026-08-27,VAL-932ab77774a475587ee489c7,2026-09-04,沿用,本周已复核、合理价值不变,10.353,16.269,19.9665,10.353,16.269,19.9665,,SSE,0,0,,,2026,10,23,2.03475776777235,1.982608695652,-0.025629130379211107,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.28,VAL-5d6d6120d797351f7f5184d3,基本合理
600929.SH,雪天盐业,VAL-7ff63575e8fb38109bb6f366,2026-08-26,2026-08-27,VAL-574b831ff864851bc7b8cc70,2026-09-04,沿用,本周已复核、合理价值不变,4.197902,6.996503,11.194404,0.6864,1.8,3.588,,SSE,0,0,,,,0,1,,0.11,,本周已复核，未发现触发下一版估值的新有效事实,,,,
600933.SH,爱柯迪,VAL-c3c7c3018b3425723c6f3368,2026-09-03,2026-09-04,VAL-ea3badd5e3343d7c1ff7d230,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,21.057334,48.476471,95.567899,23.702134,54.565113,107.571223,-0.11158488812056977,SSE,0,0,,,2026,5,14,1.2226955442086074,1.285,0.050956639276639626,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.46,VAL-c3c7c3018b3425723c6f3368,偏低
600967.SH,内蒙一机,VAL-ca67789f909c10845c347678,2026-09-03,2026-09-04,VAL-aebfe2b06623d369fcdede24,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,3.987555,8.946438,16.931772,4.984444,10.556797,19.979491,-0.16776317927249174,SSE,0,0,,,2026,1,3,0.2044900050212697,0.255,0.2470047128879309,机构EPS变化+24.7%,2026-09-04,13.66,VAL-ca67789f909c10845c347678,偏贵
600968.SH,海油发展,VAL-374eaf3ad04131df9ff6bc0a,2026-08-26,2026-08-27,VAL-1adfac4c613425ac10bc55de,2026-09-04,沿用,本周已复核、合理价值不变,7.98999,16.44998,31.132763,8.357439,17.3075,33.2304,,SSE,0,0,,,,0,8,,0.43,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.95,VAL-374eaf3ad04131df9ff6bc0a,偏低
600985.SH,淮北矿业,VAL-68455888f37f08356d70a3b6,2026-09-03,2026-09-04,VAL-99bd3ba569a7eb7271f19da0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.794038,19.160343,40.678882,7.237983,17.793374,37.776702,0.07682460044016004,SSE,0,0,,,2026,10,20,1.2693544770043106,1.1975,-0.05660710093675947,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.04,VAL-68455888f37f08356d70a3b6,基本合理
600988.SH,赤峰黄金,VAL-cc8b9792dbf46490722b3ad9,2026-09-03,2026-09-04,VAL-c54aa643f79d9ae5c57b2c87,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,29.301954,69.263432,137.640292,33.261854,78.623775,156.241165,-0.11905231368007063,SSE,0,0,,,2026,8,19,2.3506755020781087,2.575263157895,0.09554175198505499,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,45.69,VAL-cc8b9792dbf46490722b3ad9,基本合理
600990.SH,四创电子,VAL-96b0bddfc821a1e6d2c889bb,2026-08-26,2026-08-27,VAL-30349e1c1c2b2c8fe283533a,2026-09-04,沿用,本周已复核、合理价值不变,5.425449,9.765808,16.276347,5.707106,10.27279,17.121317,,SSE,0,0,,,,0,2,,-0.69,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.89,VAL-96b0bddfc821a1e6d2c889bb,明显偏贵
601001.SH,晋控煤业,VAL-c5ac9addcac769e9c14845ad,2026-09-03,2026-09-04,VAL-c26654a749700e5971115313,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.407241,20.667802,43.879333,9.357949,23.004959,48.841298,-0.10159362069687916,SSE,0,0,,,2026,9,13,1.310337044339554,1.305615384615,-0.003603393298655999,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.82,VAL-c5ac9addcac769e9c14845ad,基本合理
601011.SH,宝泰隆,VAL-c3937546ec059d220fa4bff7,2026-08-26,2026-08-27,VAL-fb591136f39f2a64ec4fce42,2026-09-04,沿用,本周已复核、合理价值不变,2.513883,4.189805,6.703689,2.513883,4.189805,6.703689,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.9,VAL-c3937546ec059d220fa4bff7,基本合理
601012.SH,隆基绿能,VAL-f82fc9e9dfd4e7376b11501d,2026-09-03,2026-09-04,VAL-e524052bd8a533b88ab00202,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.416161,11.54909,19.248484,6.721717,12.09909,20.16515,-0.045457987003426736,SSE,0,0,,,,,12,,-0.287272727273,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.77,VAL-f82fc9e9dfd4e7376b11501d,偏贵
601015.SH,陕西黑猫,VAL-4bcfbabf59fde590d5acde5f,2026-09-03,2026-09-04,VAL-ddb583cc32d7d237706e2413,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.096522,3.494203,5.590725,2.119818,3.53303,5.652848,-0.01098968166135017,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.67,VAL-4bcfbabf59fde590d5acde5f,偏贵
601083.SH,锦江航运,VAL-b9f6b941f00c38b540bd3966,2026-09-03,2026-09-04,VAL-02613c563936c814ccc7664c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,14.632297,34.569244,68.696002,14.974245,34.458744,68.476416,-0.004682055539874552,SSE,0,0,,,2026,4,5,1.1623728865947516,1.094,-0.058821818181818086,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.23,VAL-b9f6b941f00c38b540bd3966,偏低
601088.SH,中国神华,VAL-6cd64e03ab0542ac2c86c4df,2026-09-03,2026-09-04,VAL-1e13723565152d0d30e8dac1,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,31.2444,74.27698,149.094156,31.224623,74.229964,148.999782,0.0006333816470212028,SSE,0,0,,,2026,9,26,2.9013768335404078,2.78,-0.041834218891276476,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,47.61,VAL-6cd64e03ab0542ac2c86c4df,基本合理
601100.SH,恒立液压,VAL-940c8a40bdbf42be06dc4b5b,2026-08-26,2026-08-27,VAL-0219d10f58e54ef1a055a099,2026-09-04,沿用,本周已复核、合理价值不变,43.910381,96.623308,187.509608,43.0848,96.09216,189.18144,,SSE,0,0,,,2026,5,27,2.558879985077083,2.53962962963,-0.00752296143599851,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,99.03,VAL-940c8a40bdbf42be06dc4b5b,偏贵
601101.SH,昊华能源,VAL-45946d87c8d71982687954a5,2026-08-26,2026-08-27,VAL-539675559316c0b74594abbc,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,6.92251,17.017837,36.130177,5.111925,13.2573,25.918021,,SSE,0,0,,,2026,4,8,1.109376597810461,0.96625,-0.1290153389687011,机构EPS变化-12.9%,2026-09-04,13.86,VAL-45946d87c8d71982687954a5,基本合理
601126.SH,四方股份,VAL-17412bbca4ffdcb017ebcc12,2026-09-03,2026-09-04,VAL-d6fd1467be98f8a9d420558d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,21.576955,49.672701,97.926181,21.40268,49.271499,97.135241,0.008142676832510576,SSE,0,0,,,2026,3,16,1.2047293730105815,1.176,-0.023847159083361325,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.95,VAL-17412bbca4ffdcb017ebcc12,基本合理
601127.SH,赛力斯,VAL-dce143a7780df4470f05f097,2026-08-26,2026-08-27,VAL-81560959f00abc95b9408619,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,10.737405,23.627298,45.851724,79.184325,176.60504,347.691173,,SSE,0,0,,,2026,6,20,0.6257229230951062,2.81819047619,3.503895210119466,机构EPS变化+350.4%,2026-09-04,49.52,VAL-dce143a7780df4470f05f097,明显偏贵
601133.SH,柏诚股份,VAL-d1107b035e724d9aa219b4a0,2026-08-26,2026-08-27,VAL-2405bd4dd64854cf787c58e3,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,11.088022,27.641081,51.767796,9.7875,23.345,44.3555,,SSE,0,0,,,2026,1,9,0.7897451699526303,0.696666666667,-0.11785890794522158,机构EPS变化-11.8%,2026-09-04,23.28,VAL-d1107b035e724d9aa219b4a0,基本合理
601137.SH,博威合金,VAL-af8278801601f5cd0f637250,2026-08-26,2026-08-27,VAL-186e49d5a00de5a2eed0bb81,2026-09-04,沿用,本周已复核、合理价值不变,9.594426,15.990711,25.585137,9.72,23.184,44.0496,,SSE,0,0,,,,0,3,,0.816666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.58,VAL-af8278801601f5cd0f637250,偏贵
601139.SH,深圳燃气,VAL-72cd90ce192b00f93f28638c,2026-08-26,2026-08-27,VAL-8adad9316c3d5b5d08b5fedc,2026-09-04,沿用,本周已复核、合理价值不变,6.091422,14.470572,28.527699,6.3375,15.4875,30.5325,,SSE,0,0,,,,0,6,,0.625,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.45,VAL-72cd90ce192b00f93f28638c,基本合理
601179.SH,中国西电,VAL-d46f94ef99fb6cc49360690e,2026-08-26,2026-08-27,VAL-58cfdec32ea0c1809645e3de,2026-09-04,沿用,本周已复核、合理价值不变,4.279751,9.711743,18.862362,4.242888,9.628092,18.699894,,SSE,0,0,,,2026,4,12,0.3048255681073813,0.3027,-0.006973063711743888,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.6,VAL-d46f94ef99fb6cc49360690e,偏贵
601212.SH,白银有色,VAL-8bcbe73b962c00fcaac7a6de,2026-09-03,2026-09-04,VAL-b3ad838910f9ca29606271eb,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.874538,3.12423,4.998767,1.931932,3.219887,5.151819,-0.029708147743544466,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.3,VAL-8bcbe73b962c00fcaac7a6de,明显偏贵
601222.SH,林洋能源,VAL-be076e153c18719d5f2fd645,2026-09-03,2026-09-04,VAL-a3e748b9396760a494bc85f5,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.546879,8.667816,17.087979,3.420739,8.359556,16.480268,0.03687513767694295,SSE,0,0,,,2026,3,8,0.3435853458882526,0.36875,0.07324134865732002,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.93,VAL-be076e153c18719d5f2fd645,基本合理
601225.SH,陕西煤业,VAL-404d40c7a07026e3d42f6b11,2026-09-03,2026-09-04,VAL-074a23c4013d80001fe8d873,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,28.12795,66.488345,132.125638,25.852072,61.108664,121.435138,0.08803466198814136,SSE,0,0,,,2026,8,19,2.2657555440948944,2.182105263158,-0.03691937603547191,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.24,VAL-404d40c7a07026e3d42f6b11,偏低
601595.SH,上海电影,VAL-5312c8983ed6320aa09c663f,2026-09-03,2026-09-04,VAL-80f51097d667f12546a3efe2,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,2.171888,5.43842,10.807229,3.731191,9.342927,18.566265,-0.4179104089468979,SSE,0,0,,,2026,1,5,0.17402945113788487,0.225,0.2928846153846154,机构EPS变化+29.3%,2026-09-04,18.75,VAL-5312c8983ed6320aa09c663f,明显偏贵
601606.SH,长城军工,VAL-53c0f5684fa776b22d10068d,2026-08-26,2026-08-27,VAL-9e5698fda9e282709e464147,2026-09-04,沿用,本周已复核、合理价值不变,3.545876,5.909794,8.864691,3.615719,6.026199,9.039298,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.81,VAL-53c0f5684fa776b22d10068d,明显偏贵
601609.SH,金田股份,VAL-27b7e7e7122c14db789fdf1d,2026-08-26,2026-08-27,VAL-b0302cbfae9bbf03e6837937,2026-09-04,沿用,本周已复核、合理价值不变,5.390619,8.984366,14.374985,5.7798,14.573,28.155036,,SSE,0,0,,,2026,2,5,0.6262154824436417,0.614,-0.019506835563972258,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.34,VAL-27b7e7e7122c14db789fdf1d,偏贵
601611.SH,中国核建,VAL-b3c4c879da76381557814574,2026-09-03,2026-09-04,VAL-e15d3df4b0a4570dbea57d14,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,5.264125,12.654147,24.577165,8.089516,18.356979,35.653332,-0.3224708226931394,SSE,0,0,,,2026,1,4,0.37493767756061297,0.48,0.2802127626194688,机构EPS变化+28.0%,2026-09-04,10.6,VAL-b3c4c879da76381557814574,基本合理
601615.SH,明阳智能,VAL-588f6e30a59b7710ca5c0f1b,2026-09-03,2026-09-04,VAL-9b8d0398752419ac5710b507,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,10.387971,17.313284,27.701255,9.523498,21.611015,41.973394,-0.11027177460588511,SSE,0,0,,,2026,2,9,0.6159637536964867,0.6935,0.1258779365477387,机构EPS变化+12.6%,2026-09-04,9.31,VAL-588f6e30a59b7710ca5c0f1b,偏低
601619.SH,嘉泽新能,VAL-ced85be85f0d5b7f0de9838e,2026-08-26,2026-08-27,VAL-078ec268755eb345914bef46,2026-09-04,沿用,本周已复核、合理价值不变,1.96296,4.663141,9.19305,3.619512,8.213508,15.952458,,SSE,0,0,,,,0,5,,0.2498,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.16,VAL-ced85be85f0d5b7f0de9838e,基本合理
601636.SH,旗滨集团,VAL-a34b910ec5fb00ba480ff101,2026-09-03,2026-09-04,VAL-5bbae41f6ddd7596a7c620dc,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,4.370532,7.28422,11.654753,2.296247,5.611539,11.062748,0.47383249875502464,SSE,0,0,,,2026,2,16,0.020110498040681834,0.18125,8.012705684033612,机构EPS变化+801.3%,2026-09-04,5.81,VAL-a34b910ec5fb00ba480ff101,基本合理
601666.SH,平煤股份,VAL-c8c9b8dbf4271960e7876912,2026-08-26,2026-08-27,VAL-f15ef9af6e8d85b4012f664a,2026-09-04,沿用,本周已复核、合理价值不变,3.489745,8.578957,18.213786,3.027818,7.852364,15.351371,,SSE,0,0,,,2026,4,14,0.5592540548413549,0.601428571429,0.07541208905424712,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.3,VAL-c8c9b8dbf4271960e7876912,偏贵
601689.SH,拓普集团,VAL-2b5b0381ebd7ddff98c746a1,2026-09-03,2026-09-04,VAL-7cae05a1a439289912202daa,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,26.655813,58.655215,113.827777,33.503676,73.723706,143.070068,-0.20439139323573163,SSE,0,0,,,2026,6,26,1.5444499070504702,1.792730769231,0.1607568241916546,机构EPS变化+16.1%,2026-09-04,45.82,VAL-2b5b0381ebd7ddff98c746a1,基本合理
601698.SH,中国卫通,VAL-03b9046c8b7f4e60c8fc9dee,2026-08-26,2026-08-27,VAL-c44405ae456d801ec4af5ab7,2026-09-04,沿用,本周已复核、合理价值不变,1.579319,3.25154,6.153771,2.4375,5.6875,10.92,,SSE,0,0,,,,0,1,,0.13,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.0,VAL-03b9046c8b7f4e60c8fc9dee,明显偏贵
601699.SH,潞安环能,VAL-db5945bc3db410d7336818ef,2026-08-26,2026-08-27,VAL-c81f72d0c816217a5e3b6eba,2026-09-04,沿用,本周已复核、合理价值不变,7.789025,19.148019,40.652717,6.383236,16.554327,32.36371,,SSE,0,0,,,2026,2,15,1.2482411299664387,1.228666666667,-0.01568163620755303,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.5,VAL-db5945bc3db410d7336818ef,基本合理
601700.SH,风范股份,VAL-26ebe0f5d11d3f2fb2f67749,2026-09-03,2026-09-04,VAL-d4522ef775814b6f82e97e66,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.746232,2.910387,4.656619,1.694838,2.824729,4.519567,0.030324143883694976,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.68,VAL-26ebe0f5d11d3f2fb2f67749,明显偏贵
601718.SH,ST际华,VAL-2c589fd2dd99b2114d2b1ae0,2026-08-26,2026-08-27,VAL-67afb5a9a971a581cb86b23c,2026-09-04,沿用,本周已复核、合理价值不变,2.735645,4.924161,8.206934,2.773928,4.99307,8.321783,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.02,VAL-2c589fd2dd99b2114d2b1ae0,偏低
601727.SH,上海电气,VAL-824c0830d4bc715ef3296039,2026-09-03,2026-09-04,VAL-4354d2cd5fe4c9bc01e058b0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.205557,5.342594,8.548151,3.17905,5.298417,8.477467,0.0083378679032311,SSE,0,0,,,2026,1,6,0.09794003133631586,0.101666666667,0.038050174988072616,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.63,VAL-824c0830d4bc715ef3296039,偏贵
601778.SH,晶科科技,VAL-56f4fc42416ee67a4648c37f,2026-09-03,2026-09-04,VAL-d66d900be6dbaa72fe11ce6b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.022566,6.704276,10.726841,0.617272,1.483828,2.881923,4.105345771262673,SSE,0,0,,,,,1,,0.04,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,3.58,VAL-56f4fc42416ee67a4648c37f,偏低
601798.SH,蓝科高新,VAL-6b3dccb2c318479806b999bf,2026-09-03,2026-09-04,VAL-eab42706a388cfc7f126db99,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.008296,2.306559,4.319855,1.146312,2.622281,4.911159,-0.12039984153237027,SSE,0,0,,,,,1,,0.18,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.79,VAL-6b3dccb2c318479806b999bf,明显偏贵
601808.SH,中海油服,VAL-f174b6a57908e40a3728c23f,2026-08-26,2026-08-27,VAL-65b247aad277b500a5afe260,2026-09-04,沿用,本周已复核、合理价值不变,16.832194,34.654517,65.586149,17.594712,37.769981,72.518363,,SSE,0,0,,,,0,13,,0.939923076923,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.5,VAL-f174b6a57908e40a3728c23f,偏低
601865.SH,福莱特,VAL-cc7e82f312c1e83aa0aa3d35,2026-08-26,2026-08-27,VAL-c0a57b6a1b8b902b849f8a6c,2026-09-04,沿用,本周已复核、合理价值不变,6.473954,10.173357,14.79761,6.729458,10.574863,15.381619,,SSE,0,0,,,,0,12,,0.0275,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.9,VAL-cc7e82f312c1e83aa0aa3d35,基本合理
601868.SH,中国能建,VAL-ba0bc71ca3de120e7785cd79,2026-09-03,2026-09-04,VAL-6d506c807c7570a1a4ea1682,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.559951,4.266585,6.826537,2.760353,4.600588,7.360941,-0.0726000928413909,SSE,0,0,,,,,9,,0.145555555556,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.48,VAL-ba0bc71ca3de120e7785cd79,偏低
601869.SH,长飞光纤,VAL-b8183bca7de04a6ec247ae4a,2026-08-26,2026-08-27,VAL-c14209f1c6a08160e8cd448c,2026-09-04,沿用,本周已复核、合理价值不变,201.752977,484.983117,956.109574,179.668125,418.1625,807.88995,,SSE,0,0,,,2026,1,10,9.237773660408434,9.027222222222,-0.02279244392930102,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,378.8,VAL-b8183bca7de04a6ec247ae4a,基本合理
601890.SH,亚星锚链,VAL-353fbf11996609811d70dc68,2026-08-26,2026-08-27,VAL-233db27217f6302a27e76693,2026-09-04,沿用,本周已复核、合理价值不变,7.317073,16.41651,31.069418,7.21875,15.49625,29.7528,,SSE,0,0,,,2026,1,2,0.37523452157598497,0.385,0.026025000000000187,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.15,VAL-353fbf11996609811d70dc68,基本合理
601898.SH,中煤能源,VAL-4a4c868f44def62d01721acf,2026-08-26,2026-08-27,VAL-0018500640e99980faa9ac32,2026-09-04,沿用,本周已复核、合理价值不变,11.930807,26.935904,55.757321,12.101556,29.29197,60.634379,,SSE,0,0,,,2026,10,28,1.4266898124889422,1.4925,0.04612788774053711,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.18,VAL-4a4c868f44def62d01721acf,基本合理
601899.SH,紫金矿业,VAL-6060b2c150b9ae70d7730832,2026-08-26,2026-08-27,VAL-0205513c87370503d88bfb0f,2026-09-04,沿用,本周已复核、合理价值不变,38.924004,92.007862,182.838024,29.185371,73.587048,142.170176,,SSE,0,0,,,2026,7,21,3.118910579634347,3.102380952381,-0.005299808003884743,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.35,VAL-6060b2c150b9ae70d7730832,偏低
601908.SH,京运通,VAL-61e866671b932542d5eec83a,2026-09-03,2026-09-04,VAL-db35d8334572a66ea2403189,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.671758,4.156068,6.530963,2.759564,4.292655,6.745601,-0.031818779309037315,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.97,VAL-61e866671b932542d5eec83a,基本合理
601918.SH,新集能源,VAL-01d6d1a4bc7b55d33b13258c,2026-08-26,2026-08-27,VAL-08aea4f5901a475cd4e1b922,2026-09-04,沿用,本周已复核、合理价值不变,6.372754,14.821618,31.467434,5.57616,13.118824,25.6473,,SSE,0,0,,,2026,9,18,0.966207146319739,0.95,-0.016773987215341735,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.48,VAL-01d6d1a4bc7b55d33b13258c,基本合理
601958.SH,金钼股份,VAL-0569c172bdee4d05537ba604,2026-08-26,2026-08-27,VAL-04541e9b8ca50a790712b48d,2026-09-04,沿用,本周已复核、合理价值不变,15.900704,37.585798,74.690497,11.55492,29.1342,56.287274,,SSE,0,0,,,2026,3,7,1.2740948348052832,1.243857142857,-0.023732685450298052,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.98,VAL-0569c172bdee4d05537ba604,基本合理
601985.SH,中国核电,VAL-87779bdde479e32fab260e47,2026-09-03,2026-09-04,VAL-14b02900cb006ab4651f9a8d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.377631,12.203085,23.701103,5.989062,13.271126,25.775476,-0.08719914883489199,SSE,0,0,,,2026,4,18,0.38206190235334575,0.409444444444,0.07167043330410316,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.08,VAL-87779bdde479e32fab260e47,基本合理
603005.SH,晶方科技,VAL-5ac3349eb96fa651da445cb6,2026-08-26,2026-08-27,VAL-76d6df44ac4ffd9ee94c32c2,2026-09-04,沿用,本周已复核、合理价值不变,8.867697,19.277603,37.557306,14.7108,32.8984,64.093824,,SSE,0,0,,,,0,2,,0.82,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.9,VAL-5ac3349eb96fa651da445cb6,偏贵
603009.SH,北特科技,VAL-ede4bd72e518d8bf7d557fd0,2026-08-26,2026-08-27,VAL-9c0e09c2d27f6052f48681ef,2026-09-04,沿用,本周已复核、合理价值不变,4.60687,10.585638,21.03578,8.893114,20.473,40.361057,,SSE,0,0,,,,0,6,,0.456666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,44.4,VAL-ede4bd72e518d8bf7d557fd0,明显偏贵
603019.SH,中科曙光,VAL-f116306f90aa8ab92d9f6c1a,2026-08-26,2026-08-27,VAL-07394e0512446ce967884eec,2026-09-04,沿用,本周已复核、合理价值不变,36.829579,81.241719,161.941826,44.3375,101.97625,206.218639,,SSE,0,0,,,,0,22,,2.048181818182,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,82.69,VAL-f116306f90aa8ab92d9f6c1a,偏贵
603033.SH,三维股份,VAL-de3164f78643a51959785cf2,2026-09-03,2026-09-04,VAL-21d14d636d2e9b5d6354a66a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.381293,4.286328,7.14388,2.44976,4.409568,7.34928,-0.027948364621140587,SSE,0,0,,,,,1,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.42,VAL-de3164f78643a51959785cf2,明显偏贵
603036.SH,如通股份,VAL-424425a4bb252a69c843609d,2026-08-26,2026-08-27,VAL-f40046a1fc7ed722212e4730,2026-09-04,沿用,本周已复核、合理价值不变,6.923466,15.837993,29.662299,6.74494,15.429602,29.316244,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.15,VAL-424425a4bb252a69c843609d,基本合理
603039.SH,泛微网络,VAL-530c381790f1baf3f1bfd6a3,2026-08-26,2026-08-27,VAL-99bec3ef46b59a028b902dae,2026-09-04,沿用,本周已复核、合理价值不变,30.924271,74.337189,146.550459,24.61368,58.28256,111.70824,,SSE,0,0,,,2026,1,5,1.415946465067202,1.372,-0.031036812585365725,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,39.6,VAL-530c381790f1baf3f1bfd6a3,基本合理
603040.SH,新坐标,VAL-0c37c6a7726005d31d1cb8f2,2026-09-03,2026-09-04,VAL-7b06973b2523821665ade929,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,16.238643,37.313059,74.148512,26.934417,63.667091,126.519244,-0.4089314495736648,SSE,0,0,,,,,3,,2.106666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,49.08,VAL-0c37c6a7726005d31d1cb8f2,偏贵
603051.SH,鹿山新材,VAL-a0d75d49f31ca29fab7a21f0,2026-08-26,2026-08-27,VAL-29a46fb5244f0a1840ebce52,2026-09-04,沿用,本周已复核、合理价值不变,9.607804,14.945473,23.485744,9.408567,14.635549,22.99872,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.18,VAL-a0d75d49f31ca29fab7a21f0,偏贵
603060.SH,国检集团,VAL-5727d22c5383ce8f32f5100b,2026-08-26,2026-08-27,VAL-b534a9bbb05b8dc827cbdc74,2026-09-04,沿用,本周已复核、合理价值不变,4.098111,9.851228,18.409482,3.84,9.6,18.2,,SSE,0,0,,,2026,1,1,0.16418713351433878,0.16,-0.025502202424242393,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.57,VAL-5727d22c5383ce8f32f5100b,基本合理
603061.SH,金海通,VAL-d99adf2fbb5ceca1c5311753,2026-09-03,2026-09-04,VAL-d6161c7daacad20b4703ce94,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,65.125517,153.942529,305.914593,87.776,207.483333,412.31088,-0.2580486998526139,SSE,0,0,,,2026,2,6,5.218390804597701,5.542333333333,0.06207709251094928,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,308.31,VAL-d99adf2fbb5ceca1c5311753,明显偏贵
603065.SH,宿迁联盛,VAL-0515ed297e4174e22b147fb5,2026-09-03,2026-09-04,VAL-66e568804d6b080dc2b8eeec,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.122784,6.871306,10.99409,4.290663,7.151105,11.441769,-0.039126645462484455,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.35,VAL-0515ed297e4174e22b147fb5,明显偏贵
603068.SH,博通集成,VAL-8327f10be449c4ce6de5afa5,2026-08-26,2026-08-27,VAL-57a5874914432f37c97bca86,2026-09-04,沿用,本周已复核、合理价值不变,10.701289,17.835482,28.536772,0.199189,0.445756,0.878776,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,39.7,VAL-8327f10be449c4ce6de5afa5,明显偏贵
603077.SH,和邦生物,VAL-111c353c52246b50b5b8bc71,2026-08-26,2026-08-27,VAL-17f1298fe393a4aa560a8939,2026-09-04,沿用,本周已复核、合理价值不变,1.963795,3.272992,5.236787,1.1154,2.925,5.8305,,SSE,0,0,,,,0,1,,0.13,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,2.3,VAL-111c353c52246b50b5b8bc71,基本合理
603078.SH,江化微,VAL-dc3687d4f25fefaf1b802750,2026-08-26,2026-08-27,VAL-4d035063debe8baa67199737,2026-09-04,沿用,本周已复核、合理价值不变,5.244623,12.340288,23.415697,6.75,16.56,31.878,,SSE,0,0,,,,0,3,,0.336666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.53,VAL-dc3687d4f25fefaf1b802750,明显偏贵
603079.SH,圣达生物,VAL-f9078236c6dbec618fca2c5d,2026-09-03,2026-09-04,VAL-48f4972b21c70954655aa020,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.336896,5.55145,10.944287,2.833588,6.731373,13.270421,-0.17528717576579766,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.88,VAL-f9078236c6dbec618fca2c5d,明显偏贵
603086.SH,先达股份,VAL-947c382bd8613132ee141f86,2026-08-26,2026-08-27,VAL-d83bfab87eb71c6216f3ee3d,2026-09-04,沿用,本周已复核、合理价值不变,1.61619,3.055821,5.62271,3.219774,6.209564,11.591186,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.15,VAL-947c382bd8613132ee141f86,明显偏贵
603088.SH,宁波精达,VAL-d86269dc274813c272bba518,2026-09-03,2026-09-04,VAL-f8d99687cd9ef86b869cd007,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.223232,7.373406,13.809337,5.617252,14.003122,26.225847,-0.4599166152490263,SSE,0,0,,,,,3,,0.326666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.23,VAL-d86269dc274813c272bba518,偏贵
603089.SH,正裕工业,VAL-fd10205d31d1e9a865efba42,2026-09-03,2026-09-04,VAL-c07159b88110e98c5da71c7a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.994143,9.990239,15.984382,7.07755,11.795917,18.873468,-0.15307653861370563,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.7,VAL-fd10205d31d1e9a865efba42,基本合理
603090.SH,宏盛股份,VAL-d538ce5ea8d86ca4b31d82a3,2026-09-03,2026-09-04,VAL-cacebc2ab3c34f05be8802cc,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.18726,23.304191,43.64542,11.444548,26.180339,49.032035,-0.109859094061864,SSE,0,0,,,,,1,,1.98,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,42.45,VAL-d538ce5ea8d86ca4b31d82a3,偏贵
603106.SH,恒银科技,VAL-2aaa8d6266056c7a08f0ea9e,2026-08-26,2026-08-27,VAL-0eed8abc1b0ad123cac93afb,2026-09-04,沿用,本周已复核、合理价值不变,0.672819,1.545999,3.07221,1.441316,3.260896,6.300052,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.08,VAL-2aaa8d6266056c7a08f0ea9e,明显偏贵
603115.SH,海星股份,VAL-73234333c92069fcc9222fc4,2026-09-03,2026-09-04,VAL-82a5f51387c659f592d7c968,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,17.935536,42.395698,84.248731,18.264139,43.172445,85.792283,-0.017991722977306224,SSE,0,0,,,2026,2,5,1.4371422987571478,1.3684,-0.047832632034139344,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,77.68,VAL-73234333c92069fcc9222fc4,偏贵
603118.SH,共进股份,VAL-3cafab7c524a5ed456a7f3f6,2026-08-26,2026-08-27,VAL-66d746575fccb903e0919982,2026-09-04,沿用,本周已复核、合理价值不变,5.823179,9.705298,15.528476,6.4896,16.0,30.912,,SSE,0,0,,,,0,1,,0.32,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.26,VAL-3cafab7c524a5ed456a7f3f6,明显偏贵
603119.SH,浙江荣泰,VAL-b44e2e1e14045fe6db1df4ec,2026-08-26,2026-08-27,VAL-1569d5c26dd74e4629569203,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,12.540312,29.642564,58.905703,15.914574,36.63723,72.227682,,SSE,0,0,,,2026,6,11,1.0048326816125104,0.853727272727,-0.15037867662009485,机构EPS变化-15.0%,2026-09-04,46.95,VAL-b44e2e1e14045fe6db1df4ec,偏贵
603121.SH,华培动力,VAL-3692a22bd81a1800ec5bc092,2026-09-03,2026-09-04,VAL-3f83beda5fd8fc39a2a433f0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.237623,5.827721,9.712868,3.241117,5.83401,9.72335,-0.001078001442844867,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.35,VAL-3692a22bd81a1800ec5bc092,明显偏贵
603131.SH,上海沪工,VAL-6a5a488d687546e02f78cd35,2026-08-26,2026-08-27,VAL-1ffdae922336a2ce9f503b8d,2026-09-04,沿用,本周已复核、合理价值不变,4.887035,8.796664,14.661106,4.900941,8.821693,14.702822,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.55,VAL-6a5a488d687546e02f78cd35,偏贵
603137.SH,恒尚节能,VAL-cf3f474910fc5c6b2f918217,2026-09-03,2026-09-04,VAL-8f8956e3df7e9cbdae691811,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.856873,9.761455,15.618328,5.888381,9.813968,15.70235,-0.005350855467548099,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.11,VAL-cf3f474910fc5c6b2f918217,明显偏贵
603160.SH,汇顶科技,VAL-26cfb8228dca573a8787a255,2026-08-26,2026-08-27,VAL-64f7a5f04d092fee41fe559e,2026-09-04,沿用,本周已复核、合理价值不变,33.320197,73.500435,146.510867,44.577,101.1555,201.63663,,SSE,0,0,,,,0,3,,1.905,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,52.05,VAL-26cfb8228dca573a8787a255,基本合理
603163.SH,圣晖集成,VAL-c2739ad9efcd0971aa6ba773,2026-08-31,2026-09-01,VAL-00fd9edf565fa2da9ed55d12,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,50.4,85.0,140.28,64.3968,146.1312,285.686496,-0.35685514515883876,SSE,0,0,,,2026,1,5,2.29,2.156,-0.058515283842794696,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,76.2,VAL-c2739ad9efcd0971aa6ba773,基本合理
603166.SH,福达股份,VAL-5fbd55de4c8123602b4b68c5,2026-08-26,2026-08-27,VAL-8d163968acabff848424162d,2026-09-04,沿用,本周已复核、合理价值不变,9.767356,21.492738,41.709344,9.9,22.08,43.47,,SSE,0,0,,,2026,2,4,0.5691932617597562,0.58,0.01898606144217685,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.06,VAL-5fbd55de4c8123602b4b68c5,基本合理
603169.SH,兰石重装,VAL-771e13a69f19cf6a2e1559d8,2026-09-03,2026-09-04,VAL-3d23d85561c471488dd7b174,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.912797,3.443035,5.738391,2.035632,3.664137,6.106895,-0.06034227001129333,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.61,VAL-771e13a69f19cf6a2e1559d8,明显偏贵
603171.SH,税友股份,VAL-c70b2a86afb57258d1c7c49e,2026-08-26,2026-08-27,VAL-4d46b96aae4e5e6deff2574f,2026-09-04,沿用,本周已复核、合理价值不变,6.97181,16.479839,32.748735,11.4218,27.0456,51.8374,,SSE,0,0,,,2026,3,13,0.558638595282334,0.609230769231,0.090563334463307,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,44.82,VAL-c70b2a86afb57258d1c7c49e,明显偏贵
603179.SH,新泉股份,VAL-6ae8a0d3c0fb59f9a92a691e,2026-08-26,2026-08-27,VAL-6a4fa8cdf5a673f1e91ed660,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,25.038681,59.185984,117.614388,30.72225,70.72625,139.43175,,SSE,0,0,,,2026,8,18,2.0063045478995782,1.652777777778,-0.17620792939521035,机构EPS变化-17.6%,2026-09-04,39.45,VAL-6ae8a0d3c0fb59f9a92a691e,基本合理
603185.SH,弘元绿能,VAL-a5a15c68cbe4d684d399b34f,2026-09-03,2026-09-04,VAL-6bb6a0a1c9f934ba237a43e2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,14.89068,23.163281,36.399441,15.548599,24.186709,38.007685,-0.04231367729677604,SSE,0,0,,,,,1,,0.28,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.78,VAL-a5a15c68cbe4d684d399b34f,偏低
603186.SH,华正新材,VAL-9c3015d608ad615b43ecbf3b,2026-09-03,2026-09-04,VAL-db0bd19d49eff368a07e1d51,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,17.163425,39.438016,78.371225,6.980044,16.038704,31.872113,1.4589278704471678,SSE,0,0,,,,,2,,3.335,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,169.17,VAL-9c3015d608ad615b43ecbf3b,明显偏贵
603188.SH,亚邦股份,VAL-fd3855a55cc79b00004def0a,2026-09-03,2026-09-04,VAL-819174f2311f30a0c6ee4fc9,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.10648,1.844134,2.950614,1.112869,1.854782,2.967651,-0.005740904169661554,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.88,VAL-fd3855a55cc79b00004def0a,明显偏贵
603211.SH,晋拓股份,VAL-633d3d041421f1a221df486d,2026-09-03,2026-09-04,VAL-ab90631850597e4bd1e96aa4,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.504434,5.754673,11.435686,2.781065,6.390316,12.698836,-0.09946964366653177,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.78,VAL-633d3d041421f1a221df486d,明显偏贵
603212.SH,赛伍技术,VAL-54af15b7f02872e3d7c06d8c,2026-09-03,2026-09-04,VAL-a0cca1dd70f317dc5486b6b9,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.933899,7.674955,12.060643,4.918186,7.650511,12.022232,0.0031950010410786156,SSE,0,0,,,,,3,,0.146666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.15,VAL-54af15b7f02872e3d7c06d8c,偏贵
603218.SH,日月股份,VAL-ead91a51c0aeceb5eabfa182,2026-09-03,2026-09-04,VAL-6fb5e968257f023e509d7ee3,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,6.584787,15.495824,29.021464,9.020778,21.228384,39.757731,-0.2700422246408015,SSE,0,0,,,2026,3,7,0.47838844591564567,0.551428571429,0.15267953508691878,机构EPS变化+15.3%,2026-09-04,9.24,VAL-ead91a51c0aeceb5eabfa182,基本合理
603221.SH,爱丽家居,VAL-888c7d6042a2096ef74c0869,2026-08-26,2026-08-27,VAL-6cc035ebc6a7412ff58c06ad,2026-09-04,沿用,本周已复核、合理价值不变,5.693394,9.488991,15.182385,5.781764,9.636273,15.418036,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.58,VAL-888c7d6042a2096ef74c0869,明显偏贵
603227.SH,雪峰科技,VAL-3904dea515460d39481a0133,2026-08-26,2026-08-27,VAL-c45c7209f97343c8e1aa6512,2026-09-04,沿用,本周已复核、合理价值不变,5.1507,12.235827,24.122059,6.7704,17.070667,32.980528,,SSE,0,0,,,,0,2,,0.74,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.7,VAL-3904dea515460d39481a0133,基本合理
603228.SH,景旺电子,VAL-6f28090138c8389a0ddb1c71,2026-08-26,2026-08-27,VAL-3da29d1f7c3aeeb84979f6ad,2026-09-04,沿用,本周已复核、合理价值不变,30.502619,72.101543,143.280186,50.661,114.9615,229.15659,,SSE,0,0,,,2026,3,9,2.4441200909907628,2.265555555556,-0.07305882231113237,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,96.34,VAL-6f28090138c8389a0ddb1c71,偏贵
603232.SH,格尔软件,VAL-02abdcd8e52e02ba2c99bf09,2026-09-03,2026-09-04,VAL-cd0fd7e5dc976c405f9fecff,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.90854,8.1809,13.08944,5.00079,8.33465,13.33544,-0.018447085360513094,SSE,0,0,,,,,1,,0.2,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.94,VAL-02abdcd8e52e02ba2c99bf09,明显偏贵
603236.SH,移远通信,VAL-e314a1f7c3f8c6a21aefdd87,2026-08-26,2026-08-27,VAL-1e63ce3fb69728b5175282db,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,58.828569,146.652417,274.659026,44.685,106.582,202.5058,,SSE,0,0,,,2026,1,5,4.190069050635522,3.246,-0.22531109612437816,机构EPS变化-22.5%,2026-09-04,62.17,VAL-e314a1f7c3f8c6a21aefdd87,基本合理
603239.SH,浙江仙通,VAL-fd4f246e84dc3773b3abb22d,2026-08-26,2026-08-27,VAL-cc5e4018852ec0d2784d230a,2026-09-04,沿用,本周已复核、合理价值不变,11.108879,25.412469,47.593924,13.7025,32.683,62.0977,,SSE,0,0,,,,0,4,,1.015,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.25,VAL-fd4f246e84dc3773b3abb22d,基本合理
603256.SH,宏和科技,VAL-3f027655846677d4080233ec,2026-08-26,2026-08-27,VAL-99c4aa0ce545956972d5921e,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,17.647647,41.71519,82.896426,23.751,53.8965,107.43369,,SSE,0,0,,,2026,5,9,1.4140742445814187,1.013333333333,-0.28339453376229373,机构EPS变化-28.3%,2026-09-04,120.69,VAL-3f027655846677d4080233ec,明显偏贵
603259.SH,药明康德,VAL-ef1c91ad956712c65c658981,2026-08-26,2026-08-27,VAL-53dad254177cffcde1a76746,2026-09-04,沿用,本周已复核、合理价值不变,133.346415,306.979205,605.187576,103.154858,260.091309,502.496409,,SSE,0,0,,,2026,10,34,7.432910537922112,7.387818181818,-0.006066581304060459,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,153.83,VAL-ef1c91ad956712c65c658981,基本合理
603260.SH,合盛硅业,VAL-863e1fe4fc516c1fe43810b8,2026-08-26,2026-08-27,VAL-7005187cc25e82922cb12bc0,2026-09-04,沿用,本周已复核、合理价值不变,22.604536,37.674227,60.278763,12.675,30.232222,57.441222,,SSE,0,0,,,,0,9,,0.908888888889,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,32.89,VAL-863e1fe4fc516c1fe43810b8,基本合理
603261.SH,立航科技,VAL-b0d1b2824a5e2d90246bfcb2,2026-08-26,2026-08-27,VAL-82be08173706485189304e9b,2026-09-04,沿用,本周已复核、合理价值不变,6.319998,11.375997,18.959994,6.449223,11.608602,19.34767,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,57.72,VAL-b0d1b2824a5e2d90246bfcb2,明显偏贵
603267.SH,鸿远电子,VAL-c1a841497a44a40801721d12,2026-09-03,2026-09-04,VAL-a044151bc143011b6c4dceee,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,47.526214,114.245708,213.496666,34.888562,83.866735,156.725962,0.3622291054520286,SSE,0,0,,,2026,1,7,1.9040951252689469,1.494285714286,-0.21522528236348626,机构EPS变化-21.5%,2026-09-04,47.5,VAL-c1a841497a44a40801721d12,偏低
603269.SH,海鸥股份,VAL-986aed26f4e115aa6271739f,2026-09-03,2026-09-04,VAL-d1e8fbeab30cb7c73b4288c7,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,5.476941,12.888756,24.138799,7.366695,17.335868,32.467605,-0.2565266608165315,SSE,0,0,,,2026,2,2,0.39009551876557386,0.43,0.10229412878338273,机构EPS变化+10.2%,2026-09-04,27.41,VAL-986aed26f4e115aa6271739f,明显偏贵
603286.SH,日盈电子,VAL-0375e205265cc55a190d2ed8,2026-09-03,2026-09-04,VAL-ed01e39bde9b7626a0bdd34b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.127874,10.213123,16.340997,6.209026,10.348377,16.557403,-0.013070044861503871,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.05,VAL-0375e205265cc55a190d2ed8,明显偏贵
603290.SH,斯达半导,VAL-aa33c28d43662ca031eba0b4,2026-08-26,2026-08-27,VAL-e1cad58fa2a5f353d04ce615,2026-09-04,沿用,本周已复核、合理价值不变,17.31964,38.205087,76.155474,42.7635,97.04025,193.433565,,SSE,0,0,,,,0,6,,1.582,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,85.6,VAL-aa33c28d43662ca031eba0b4,明显偏贵
603296.SH,华勤技术,VAL-ff7046107c634223ca37aad0,2026-08-26,2026-08-27,VAL-9ccca59dbaffb00d89030560,2026-09-04,沿用,本周已复核、合理价值不变,79.908551,176.268862,347.501471,92.464871,215.204235,415.774583,,SSE,0,0,,,,0,20,,4.129,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,75.98,VAL-ff7046107c634223ca37aad0,偏低
603298.SH,杭叉集团,VAL-9511b1316b7ce1de66ac2e62,2026-08-26,2026-08-27,VAL-246bd16c11fba31252830d1c,2026-09-04,沿用,本周已复核、合理价值不变,26.390771,64.371831,120.559244,25.630732,59.874111,113.760811,,SSE,0,0,,,2026,1,21,1.8391951744826254,1.848,0.0047873252602739225,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.64,VAL-9511b1316b7ce1de66ac2e62,偏低
603306.SH,华懋科技,VAL-85081184ee2ad28904df505f,2026-08-26,2026-08-27,VAL-8e7675c9eea9b072921c2926,2026-09-04,沿用,本周已复核、合理价值不变,1.644901,3.779645,7.51091,13.89375,33.63,65.74665,,SSE,0,0,,,,0,4,,1.1875,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,71.57,VAL-85081184ee2ad28904df505f,明显偏贵
603308.SH,应流股份,VAL-8a77aca1a6665683927c5e10,2026-09-03,2026-09-04,VAL-3a7b1dfa560613960e308709,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,19.942399,45.253906,84.568236,22.459119,50.964923,95.2407,-0.11205780526220555,SSE,0,0,,,2026,3,16,0.7834158325346122,0.838823529412,0.07072578134925522,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.82,VAL-8a77aca1a6665683927c5e10,基本合理
603330.SH,天洋新材,VAL-941a6dc4a78e44e28f76cc7c,2026-08-26,2026-08-27,VAL-41df10e7eacc3c7326bb7c0d,2026-09-04,沿用,本周已复核、合理价值不变,2.740807,4.568012,7.30882,2.710888,4.518146,7.229034,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.54,VAL-941a6dc4a78e44e28f76cc7c,明显偏贵
603338.SH,浙江鼎力,VAL-a380ddb65b0879eabcab8606,2026-09-03,2026-09-04,VAL-f308d68305403a6d656b8148,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,57.313719,134.875019,252.601643,59.018989,138.887992,260.117367,-0.0288935891554023,SSE,0,0,,,2026,7,16,4.06524576639645,4.16375,0.024230818814889643,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,57.91,VAL-a380ddb65b0879eabcab8606,基本合理
603339.SH,四方科技,VAL-18c5511306c9c9943d48aece,2026-08-26,2026-08-27,VAL-e61c47e25d2463bc596ad091,2026-09-04,沿用,本周已复核、合理价值不变,7.81226,17.871183,33.955248,7.81226,17.871183,33.955248,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.54,VAL-18c5511306c9c9943d48aece,基本合理
603356.SH,华菱精工,VAL-79445508495bc61e20941c39,2026-08-26,2026-08-27,VAL-5b8c002aa7f8b83a27eb75dc,2026-09-04,沿用,本周已复核、合理价值不变,1.845109,2.87017,4.510267,2.038693,3.171301,4.983472,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.67,VAL-79445508495bc61e20941c39,明显偏贵
603395.SH,红四方,VAL-745921ac7a0312882a419b02,2026-08-26,2026-08-27,VAL-1e5283b28ea52e32ae8d4971,2026-09-04,沿用,本周已复核、合理价值不变,4.893066,8.155109,13.048175,1.696815,4.158861,8.034919,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.06,VAL-745921ac7a0312882a419b02,明显偏贵
603396.SH,金辰股份,VAL-1fa7ad0b0cfd58fee5b8e9d9,2026-08-26,2026-08-27,VAL-2dcb37eeaa9838cc39d8922e,2026-09-04,沿用,本周已复核、合理价值不变,16.954776,26.374096,41.445008,17.016069,26.469441,41.594836,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.86,VAL-1fa7ad0b0cfd58fee5b8e9d9,偏贵
603399.SH,永杉锂业,VAL-b6c1797b808f8f86cab8f74c,2026-09-03,2026-09-04,VAL-ad4ca2c362e7f2dc309bc14f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.501501,10.343522,20.554647,2.845007,4.741678,7.586684,0.9567206230389163,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.85,VAL-b6c1797b808f8f86cab8f74c,偏贵
603407.SH,长裕集团,VAL-f27db231dcd04b8f75fe97ed,2026-08-26,2026-08-27,VAL-655f3c357208cb68f0c5a9f1,2026-09-04,沿用,本周已复核、合理价值不变,7.29441,17.328349,34.161603,6.733301,16.50319,31.884163,,SSE,0,0,,,,0,1,,0.99,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,52.31,VAL-f27db231dcd04b8f75fe97ed,明显偏贵
603416.SH,信捷电气,VAL-e2aab1c64dd7e2fea15db01e,2026-09-03,2026-09-04,VAL-ba2789a97c244e80a20aaad6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,35.314116,86.119988,169.779405,35.277512,81.213001,160.105631,0.04243771336125879,SSE,0,0,,,2026,1,8,1.96845687371858,2.01325,0.022755452191747683,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,47.13,VAL-e2aab1c64dd7e2fea15db01e,基本合理
603500.SH,祥和实业,VAL-c84498924f068a72ecdad957,2026-09-03,2026-09-04,VAL-87d2525a2e9d13d70730e5a6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.581581,16.407076,30.728109,6.394366,14.627634,27.792504,0.09355232613452591,SSE,0,0,,,2026,1,1,0.4687735992574578,0.47,0.002616189871794905,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.48,VAL-c84498924f068a72ecdad957,基本合理
603501.SH,豪威集团,VAL-370c6f46462e13501e446a7f,2026-08-26,2026-08-27,VAL-8ffd0996994c6123c7b5200a,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,64.727469,146.024255,291.075015,81.302,184.493,367.756047,,SSE,0,0,,,2026,2,19,2.7499859697183013,3.338947368421,0.21416887401902995,机构EPS变化+21.4%,2026-09-04,80.25,VAL-370c6f46462e13501e446a7f,基本合理
603506.SH,南都物业,VAL-8c22b1061ec8df27f696513d,2026-09-03,2026-09-04,VAL-b0cb852664bc0a0bc4b7ba84,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.735659,8.583776,17.057679,3.421651,7.86225,15.623864,0.0917709221305647,SSE,0,0,,,,,2,,0.685,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.47,VAL-8c22b1061ec8df27f696513d,偏贵
603507.SH,振江股份,VAL-3624d33162927ab1aa3d660f,2026-08-26,2026-08-27,VAL-fd668babeabef7e2d2f3237b,2026-09-04,沿用,本周已复核、合理价值不变,13.238555,29.202696,56.718124,23.2713,52.80795,102.564774,,SSE,0,0,,,,0,4,,1.6575,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.41,VAL-3624d33162927ab1aa3d660f,基本合理
603530.SH,神马电力,VAL-caef8cdf06a4e0285cc614f3,2026-08-26,2026-08-27,VAL-c2413db83c833e22cd8ca02f,2026-09-04,沿用,本周已复核、合理价值不变,19.676867,44.651352,86.722849,19.59984,44.47656,86.383363,,SSE,0,0,,,2026,3,5,1.4014862588036647,1.378,-0.016758108512396785,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,49.0,VAL-caef8cdf06a4e0285cc614f3,偏贵
603565.SH,中谷物流,VAL-1707ecf8fc06c6a01282d962,2026-09-03,2026-09-04,VAL-ca6e63083f9d016dc9911910,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,12.828015,30.495903,61.213594,10.930072,25.983943,52.15686,0.1736441565622162,SSE,0,0,,,2026,6,11,1.1805994447459867,1.118909090909,-0.05225341593334365,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.4,VAL-1707ecf8fc06c6a01282d962,偏低
603578.SH,三星新材,VAL-1adb67eb4a53358510b62595,2026-09-03,2026-09-04,VAL-6ce16570c9629f3ca5c1d71b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.314321,8.266722,12.990563,7.072426,11.001552,17.288153,-0.24858583981899285,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.48,VAL-1adb67eb4a53358510b62595,偏贵
603588.SH,高能环境,VAL-a8ffe2b9f4c5da68d4e49821,2026-08-26,2026-08-27,VAL-8cd2a1a04c427585c8e8939e,2026-09-04,沿用,本周已复核、合理价值不变,5.132953,8.212725,12.319088,10.559782,26.625091,51.439676,,SSE,0,0,,,2026,6,11,1.1190004218766172,1.128181818182,0.00820499807317776,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.71,VAL-a8ffe2b9f4c5da68d4e49821,明显偏贵
603595.SH,ST东尼,VAL-13c4bb02a071bf436e11158d,2026-08-26,2026-08-27,VAL-d3d0d955ad6c7580984d0ec0,2026-09-04,沿用,本周已复核、合理价值不变,6.531282,10.885471,17.416753,5.88713,9.811884,15.699014,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.88,VAL-13c4bb02a071bf436e11158d,明显偏贵
603596.SH,伯特利,VAL-5f0816fa6dabc3a9118af990,2026-09-03,2026-09-04,VAL-ede2d9fbefb09cf2f4a958aa,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,30.013307,66.043268,128.165217,44.476467,97.868962,189.926954,-0.3251867961281707,SSE,0,0,,,2026,9,18,1.7423430495487116,2.147277777778,0.23240815196190656,机构EPS变化+23.2%,2026-09-04,29.96,VAL-5f0816fa6dabc3a9118af990,偏低
603598.SH,引力传媒,VAL-16025a977d1234f8de041c34,2026-09-03,2026-09-04,VAL-09cc324dbc26f2cc70a3685b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.771038,1.285063,2.056101,0.746089,1.243482,1.989572,0.0334393695927413,SSE,0,0,,,,,2,,0.285,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.77,VAL-16025a977d1234f8de041c34,明显偏贵
603599.SH,广信股份,VAL-515b10ed4899d2c20725cf92,2026-08-26,2026-08-27,VAL-0aa1241669e95fab73584ad1,2026-09-04,沿用,本周已复核、合理价值不变,8.421507,19.119341,31.040812,8.568892,18.675791,28.562974,,SSE,0,0,,,2026,1,6,0.8997336936574526,0.948333333333,0.054015582630887016,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.77,VAL-515b10ed4899d2c20725cf92,基本合理
603601.SH,再升科技,VAL-1f8b5136e2cadc6792f88f8c,2026-08-26,2026-08-27,VAL-cfc246aca3195a1ed81f4880,2026-09-04,沿用,本周已复核、合理价值不变,2.146959,3.578264,5.725223,0.855,2.039333,3.874733,,SSE,0,0,,,,0,3,,0.063333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.07,VAL-1f8b5136e2cadc6792f88f8c,明显偏贵
603602.SH,纵横通信,VAL-4d58b830870c6e0b3d1a71aa,2026-08-26,2026-08-27,VAL-9399b656858f0a0a167a3cf9,2026-09-04,沿用,本周已复核、合理价值不变,3.948101,7.106582,11.844304,3.856647,6.941964,11.56994,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.84,VAL-4d58b830870c6e0b3d1a71aa,偏贵
603606.SH,东方电缆,VAL-904f42f00780bafbe9b184ad,2026-08-26,2026-08-27,VAL-3642a8ba2922ce7b086b8af1,2026-09-04,沿用,本周已复核、合理价值不变,29.525238,69.791228,138.689128,34.034297,77.231674,150.001074,,SSE,0,0,,,2026,7,24,2.365804336656906,2.352666666667,-0.005553151537658785,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.07,VAL-904f42f00780bafbe9b184ad,基本合理
603611.SH,诺力股份,VAL-7de3ac398afb0e8810584d13,2026-09-03,2026-09-04,VAL-77ca6dc8a1e9020f7cc2686a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,16.676338,38.148486,71.446665,32.865272,81.929096,153.441493,-0.5224084164129028,SSE,0,0,,,,,1,,2.34,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.33,VAL-7de3ac398afb0e8810584d13,偏低
603617.SH,君禾股份,VAL-b3bca9468375c51ea358d27c,2026-09-03,2026-09-04,VAL-15cd500a0182b0eb572604aa,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.807422,4.134625,7.743561,1.713533,3.919846,7.447707,0.05479269191723124,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,6.98,VAL-b3bca9468375c51ea358d27c,偏贵
603618.SH,杭电股份,VAL-04852f82a2a0af4d5e13e07e,2026-08-26,2026-08-27,VAL-9e86a5d311a452b6b55b8fa7,2026-09-04,沿用,本周已复核、合理价值不变,3.903818,6.506363,10.410181,29.5245,76.545,145.4355,,SSE,0,0,,,,0,1,,2.187,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.46,VAL-04852f82a2a0af4d5e13e07e,明显偏贵
603619.SH,中曼石油,VAL-37e201d041085b6ec887e598,2026-09-03,2026-09-04,VAL-3b071b2a54ff35a5aff229bc,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,10.911254,26.722847,50.048075,11.023172,25.216406,47.226725,0.03848066332339739,SSE,0,0,,,2026,1,4,0.7635099170345683,1.7525,1.2953205464660056,机构EPS变化+129.5%,2026-09-04,22.78,VAL-37e201d041085b6ec887e598,基本合理
603626.SH,科森科技,VAL-39d2d4dea9f4f4eab389ebdb,2026-08-26,2026-08-27,VAL-8092f082f2667262d5bd5095,2026-09-04,沿用,本周已复核、合理价值不变,3.499705,5.832842,9.332548,3.499705,5.832842,9.332548,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.93,VAL-39d2d4dea9f4f4eab389ebdb,明显偏贵
603629.SH,利通电子,VAL-5b7681e47af96eb728ecfdcc,2026-09-03,2026-09-04,VAL-4ef9c7fd12049959c385bfcd,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,51.855711,114.387598,225.506979,44.01152,97.084235,191.394635,0.1782304081366588,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,108.35,VAL-5b7681e47af96eb728ecfdcc,基本合理
603630.SH,拉芳家化,VAL-7bf17f57ca1b8ad68f5f6916,2026-08-26,2026-08-27,VAL-631dbdccf80c73aa2efefdff,2026-09-04,沿用,本周已复核、合理价值不变,7.608703,12.681172,20.289875,7.608703,12.681172,20.289875,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.61,VAL-7bf17f57ca1b8ad68f5f6916,偏贵
603639.SH,海利尔,VAL-19473fc059d4f4d256f0d5a1,2026-09-03,2026-09-04,VAL-24d6bf09d6f42c4af398d0fb,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.402264,4.891487,8.250309,7.064243,15.444093,25.168152,-0.6759533445742058,SSE,0,0,,,,,2,,0.71,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.66,VAL-19473fc059d4f4d256f0d5a1,明显偏贵
603650.SH,彤程新材,VAL-a862e5c90c8d8ec1c1a4aa56,2026-08-26,2026-08-27,VAL-1446ff8711a81a231b31d60c,2026-09-04,沿用,本周已复核、合理价值不变,22.471711,57.619771,109.333515,21.776786,53.425714,102.8445,,SSE,0,0,,,2026,1,8,1.152395411627623,1.17125,0.016361214373239452,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,57.16,VAL-a862e5c90c8d8ec1c1a4aa56,基本合理
603658.SH,安图生物,VAL-cec970a0b3354e6447deac10,2026-08-26,2026-08-27,VAL-355418fd343c84c1e225ef60,2026-09-04,沿用,本周已复核、合理价值不变,26.953469,63.428962,118.793385,27.4455,65.4626,124.37894,,SSE,0,0,,,2026,3,13,1.91976277794105,1.970571428571,0.026466108841032066,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,32.98,VAL-cec970a0b3354e6447deac10,基本合理
603662.SH,柯力传感,VAL-7e1c3cb2a9070c4d1a4c9609,2026-09-03,2026-09-04,VAL-e94b4a3289172a421692d028,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,18.231804,45.22311,85.810851,22.462888,54.371709,103.170319,-0.17413617722235208,SSE,0,0,,,2026,1,4,0.9044621991561097,1.20475,0.33200702154724415,机构EPS变化+33.2%,2026-09-04,50.25,VAL-7e1c3cb2a9070c4d1a4c9609,偏贵
603663.SH,三祥新材,VAL-2ac52549911839ce4bbff075,2026-08-26,2026-08-27,VAL-5cc13574c39444a49b0f2d97,2026-09-04,沿用,本周已复核、合理价值不变,5.232625,11.970057,22.418206,11.4075,27.209,51.6971,,SSE,0,0,,,,0,2,,0.765,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,38.2,VAL-2ac52549911839ce4bbff075,明显偏贵
603667.SH,五洲新春,VAL-846b0c8ec31c3815f19117d3,2026-09-03,2026-09-04,VAL-141796fbc6de3a00242a4000,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.157114,14.174404,27.943824,7.005463,17.084114,33.680111,-0.15600352799885198,SSE,0,0,,,2026,2,4,0.3432058994082248,0.356666666667,0.03922067564102183,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,48.85,VAL-846b0c8ec31c3815f19117d3,明显偏贵
603678.SH,火炬电子,VAL-93c0929c4f07c3b420bb0f60,2026-08-26,2026-08-27,VAL-77a7db84ecaeb7c8a7cfb2b1,2026-09-04,沿用,本周已复核、合理价值不变,27.423287,62.229766,116.291875,28.656,65.9088,124.9521,,SSE,0,0,,,2026,2,12,1.0986893653604557,1.184166666667,0.07779933437191433,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.59,VAL-93c0929c4f07c3b420bb0f60,基本合理
603688.SH,石英股份,VAL-8c169e083070739bb1164fce,2026-08-26,2026-08-27,VAL-422eafd32adcc6298033c4f7,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,7.516639,18.738059,35.093709,8.8965,21.2198,40.31762,,SSE,0,0,,,2026,1,5,0.5353731280893187,0.615,0.14873154391379306,机构EPS变化+14.9%,2026-09-04,44.98,VAL-8c169e083070739bb1164fce,明显偏贵
603690.SH,至纯科技,VAL-6a7a543a21fe5d45ec6054d6,2026-08-26,2026-08-27,VAL-e3d6424e1fcd954ab203d576,2026-09-04,沿用,本周已复核、合理价值不变,7.569416,12.615693,20.185109,7.569416,12.615693,20.185109,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.29,VAL-6a7a543a21fe5d45ec6054d6,明显偏贵
603698.SH,航天工程,VAL-de42738c3fc224fa3d0a041c,2026-09-03,2026-09-04,VAL-7195cfb4de55e67068ff3f5b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.559111,12.71692,23.816974,6.145358,14.058009,26.328642,-0.09539677223108411,SSE,0,0,,,,,2,,0.66,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.66,VAL-de42738c3fc224fa3d0a041c,偏贵
603699.SH,纽威股份,VAL-67c88529ffb2c60a0a3816a8,2026-08-26,2026-08-27,VAL-1efff0c45aec8f85b1db967d,2026-09-04,沿用,本周已复核、合理价值不变,48.8957,109.701891,207.618664,47.866071,102.7525,197.2848,,SSE,0,0,,,2026,1,9,2.5074717919194036,2.446666666667,-0.024249574989579026,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,45.62,VAL-67c88529ffb2c60a0a3816a8,偏低
603703.SH,盛洋科技,VAL-043f11b03f06a207737a9287,2026-08-26,2026-08-27,VAL-3dc48e8342d65aba6b86f393,2026-09-04,沿用,本周已复核、合理价值不变,1.458046,2.332874,3.499312,1.792384,2.987307,4.779691,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.21,VAL-043f11b03f06a207737a9287,明显偏贵
603712.SH,七一二,VAL-49a4982356ee4ce9d00416cf,2026-09-03,2026-09-04,VAL-e24ddad56feeb2ec6ef9af92,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.875988,9.793314,14.689971,5.94507,9.90845,14.862675,-0.011620006156361384,SSE,0,0,,,,,3,,-0.18,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.9,VAL-49a4982356ee4ce9d00416cf,偏贵
603728.SH,鸣志电器,VAL-fb98610f1a22217f2d898689,2026-08-26,2026-08-27,VAL-73e542dc9ac8ca76e9321237,2026-09-04,沿用,本周已复核、合理价值不变,1.923044,4.418758,8.780956,4.9335,11.3575,22.3905,,SSE,0,0,,,,0,3,,0.27,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,50.13,VAL-fb98610f1a22217f2d898689,明显偏贵
603730.SH,岱美股份,VAL-fc225edad5aba553f5efaa2a,2026-09-03,2026-09-04,VAL-59e6780cb0e59ae1691381e4,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.724007,16.762127,31.393069,6.789379,15.977285,29.923173,0.03160190706903743,SSE,0,0,,,2026,1,6,0.4789179122602102,0.4715,-0.015488901271623057,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.84,VAL-fc225edad5aba553f5efaa2a,基本合理
603738.SH,泰晶科技,VAL-677beffdb9f6b965e501cd2d,2026-09-03,2026-09-04,VAL-f1bca5f43d6e816ae3977b6c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.553932,5.842328,10.941845,2.837926,7.074601,13.249717,-0.15296472836845754,SSE,0,0,,,,,1,,0.2,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.3,VAL-677beffdb9f6b965e501cd2d,明显偏贵
603757.SH,大元泵业,VAL-11a0e8e3762f5435b7667d97,2026-09-03,2026-09-04,VAL-c71b6e3c2d48ff3641e930a5,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,8.964592,21.190341,42.109445,12.443388,29.413458,58.450424,-0.27956987012351575,SSE,0,0,,,2026,2,3,0.7183166384663953,0.915,0.27381150735074633,机构EPS变化+27.4%,2026-09-04,72.41,VAL-11a0e8e3762f5435b7667d97,明显偏贵
603758.SH,秦安股份,VAL-a9c8902244adb7e2e435db74,2026-08-26,2026-08-27,VAL-f5736688356b27cbdbdeac31,2026-09-04,沿用,本周已复核、合理价值不变,4.73591,10.598265,20.893721,4.73591,10.598265,20.893721,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.45,VAL-a9c8902244adb7e2e435db74,偏贵
603766.SH,隆鑫通用,VAL-afe4082bd6753d03875230a5,2026-08-26,2026-08-27,VAL-442e23a7ca05262008476b24,2026-09-04,沿用,本周已复核、合理价值不变,14.166198,33.336978,62.435398,14.507735,34.603635,65.746907,,SSE,0,0,,,2026,5,18,1.0089884459866254,1.052722222222,0.043344179419825046,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.77,VAL-afe4082bd6753d03875230a5,基本合理
603767.SH,中马传动,VAL-1b91f6863308a39d7b9ceaec,2026-08-26,2026-08-27,VAL-6ebb5fe32887ac3167691645,2026-09-04,沿用,本周已复核、合理价值不变,0.972713,2.22516,4.167407,0.948469,2.169701,4.122432,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.15,VAL-1b91f6863308a39d7b9ceaec,明显偏贵
603778.SH,国晟科技,VAL-d37b8e167ef750253ac0a2e0,2026-09-03,2026-09-04,VAL-15cb07969a67653dbc93d9cb,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.318557,0.495534,0.778696,0.386909,0.601858,0.945777,-0.17666042657167969,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.79,VAL-d37b8e167ef750253ac0a2e0,明显偏贵
603799.SH,华友钴业,VAL-be38c51b0ff54d13fbe00938,2026-08-26,2026-08-27,VAL-937ee4c3f7dcdcde3ef909d8,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,35.043591,86.307285,166.745674,44.884286,114.704286,224.8204,,SSE,0,0,,,2026,6,16,3.6570883329161754,4.29375,0.17408977009208537,机构EPS变化+17.4%,2026-09-04,38.07,VAL-be38c51b0ff54d13fbe00938,基本合理
603803.SH,瑞斯康达,VAL-7562cd49fdd2f03acf6c49f1,2026-08-26,2026-08-27,VAL-c6cb0d9da3075c10ebd6ce4c,2026-09-04,沿用,本周已复核、合理价值不变,3.235724,5.392873,8.628597,3.2548,5.424667,8.679467,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.8,VAL-7562cd49fdd2f03acf6c49f1,明显偏贵
603806.SH,福斯特,VAL-77b6b1509d2cd06b8582d9a1,2026-08-26,2026-08-27,VAL-9bddd0a50909133d73b12ac9,2026-09-04,沿用,本周已复核、合理价值不变,6.584468,16.091037,31.722331,6.015688,14.701061,28.982092,,SSE,0,0,,,2026,8,22,0.649355828993639,0.61519047619,-0.05261422363234636,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.49,VAL-77b6b1509d2cd06b8582d9a1,基本合理
603809.SH,豪能股份,VAL-337f937bf458c8a8481321fe,2026-08-26,2026-08-27,VAL-85adec7a3bc7b8b448de7448,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,7.104248,15.632658,30.337127,7.59,16.928,33.327,,SSE,0,0,,,2026,3,8,0.41400047148459995,0.45625,0.10205188502296592,机构EPS变化+10.2%,2026-09-04,8.86,VAL-337f937bf458c8a8481321fe,基本合理
603859.SH,能科科技,VAL-5a60201becc9d23eff4fe53c,2026-08-26,2026-08-27,VAL-45aea94e62256a7631b18d25,2026-09-04,沿用,本周已复核、合理价值不变,10.507073,24.035787,45.015596,15.069375,35.94325,68.292175,,SSE,0,0,,,,0,8,,1.08625,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.85,VAL-5a60201becc9d23eff4fe53c,偏贵
603861.SH,白云电器,VAL-d0212f6ed8f0527a188845b2,2026-08-26,2026-08-27,VAL-36627b7989cc5b9f1abc888e,2026-09-04,沿用,本周已复核、合理价值不变,5.948184,14.29852,27.770904,5.7564,13.0626,25.370472,,SSE,0,0,,,2026,1,2,0.42365986417853263,0.41,-0.032242525982532744,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.69,VAL-d0212f6ed8f0527a188845b2,基本合理
603878.SH,武进不锈,VAL-279526a20a92322dd80d7a3d,2026-08-26,2026-08-27,VAL-17b358d2afe9824b18fb7302,2026-09-04,沿用,本周已复核、合理价值不变,4.090307,6.817178,10.907485,2.565,6.65,12.635,,SSE,0,0,,,,0,1,,0.19,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.12,VAL-279526a20a92322dd80d7a3d,基本合理
603881.SH,数据港,VAL-3851b1f657e32c4f4606b36e,2026-08-26,2026-08-27,VAL-24ec54840cf1f8198a7e2074,2026-09-04,沿用,本周已复核、合理价值不变,4.621083,11.108373,21.899365,4.4616,10.384,20.061888,,SSE,0,0,,,2026,1,2,0.21158806617081014,0.205,-0.031136284243421186,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.72,VAL-3851b1f657e32c4f4606b36e,明显偏贵
603882.SH,金域医学,VAL-0ba11c51c87a8b40fb0ce569,2026-08-26,2026-08-27,VAL-9c312bf9ba3eeeac3c2d22c7,2026-09-04,沿用,本周已复核、合理价值不变,4.637538,10.608748,19.868669,11.865,28.300222,53.770422,,SSE,0,0,,,,0,11,,0.866166666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.7,VAL-0ba11c51c87a8b40fb0ce569,明显偏贵
603887.SH,城地香江,VAL-ad94ee27c81bc835f240bad5,2026-08-26,2026-08-27,VAL-69089e79e700de6516f9dae6,2026-09-04,沿用,本周已复核、合理价值不变,5.260617,8.767695,14.028312,5.260617,8.767695,14.028312,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.65,VAL-ad94ee27c81bc835f240bad5,偏贵
603893.SH,瑞芯微,VAL-67b664ddda5ccd35991a003c,2026-08-26,2026-08-27,VAL-3b5021efd025a4bd37ce29d7,2026-09-04,沿用,本周已复核、合理价值不变,95.165675,215.952879,430.466072,84.1776,191.0184,380.763344,,SSE,0,0,,,2026,8,20,4.066909208389901,3.69,-0.09267706483644866,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,189.0,VAL-67b664ddda5ccd35991a003c,基本合理
603895.SH,天永智能,VAL-17a2c50cfdf2ec890f794969,2026-09-03,2026-09-04,VAL-41398b0db5526e117f817b33,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.207034,2.761188,5.171311,1.435783,3.284472,6.240497,-0.1593204180706339,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.73,VAL-17a2c50cfdf2ec890f794969,明显偏贵
603901.SH,永创智能,VAL-4a0fdc6390e4f6df9831b77d,2026-09-03,2026-09-04,VAL-752c3a977dd26f1d70a5e9ff,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.475986,16.143839,30.235104,8.117123,19.101834,35.775005,-0.16896797331359903,SSE,0,0,,,2026,1,5,0.46125253538683936,0.472,0.023300608210526264,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,9.88,VAL-4a0fdc6390e4f6df9831b77d,基本合理
603915.SH,国茂股份,VAL-848c638aae66dbfe5472c083,2026-09-03,2026-09-04,VAL-ea123f39a881a8410b05b007,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.66931,10.681427,20.004787,6.724584,15.824804,29.637596,-0.3192393070712164,SSE,0,0,,,,,2,,0.475,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.49,VAL-848c638aae66dbfe5472c083,偏贵
603918.SH,金桥信息,VAL-b4575b69d94db302df1d7e0b,2026-09-03,2026-09-04,VAL-7010decaf371c053e0428682,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.391588,3.98598,6.377568,2.41235,4.020583,6.432932,-0.008606494113960195,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.34,VAL-b4575b69d94db302df1d7e0b,明显偏贵
603929.SH,亚翔集成,VAL-cb52443863dc9a1ca776c174,2026-08-26,2026-08-27,VAL-138d6a4e9c3b0192a0db37f8,2026-09-04,沿用,本周已复核、合理价值不变,178.812148,405.766029,793.272587,174.1376,395.1584,772.534672,,SSE,0,0,,,2026,4,9,7.1639482564679415,7.073333333333,-0.012648740595401442,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,150.26,VAL-cb52443863dc9a1ca776c174,偏低
603931.SH,格林达,VAL-163e88a286f542f0e8b59735,2026-08-26,2026-08-27,VAL-f0e37084f46d4df85b1bbe1f,2026-09-04,沿用,本周已复核、合理价值不变,12.463921,27.493944,54.202347,15.5064,37.275,73.485,,SSE,0,0,,,,0,1,,0.71,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.33,VAL-163e88a286f542f0e8b59735,偏贵
603936.SH,博敏电子,VAL-cc78b732702d03eda6b67647,2026-08-26,2026-08-27,VAL-e7000148ac4e67a2749e6193,2026-09-04,沿用,本周已复核、合理价值不变,6.080342,10.133903,16.214245,4.32,11.2,21.28,,SSE,0,0,,,,0,1,,0.32,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.98,VAL-cc78b732702d03eda6b67647,偏贵
603938.SH,三孚股份,VAL-77fc3fb18a72729f1ce2f8ce,2026-08-26,2026-08-27,VAL-7bd9e6a8e48f9fcd9b8d54b6,2026-09-04,沿用,本周已复核、合理价值不变,9.378798,20.688526,40.785951,8.5176,20.475,40.365,,SSE,0,0,,,,0,2,,0.39,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,39.49,VAL-77fc3fb18a72729f1ce2f8ce,偏贵
603969.SH,银龙股份,VAL-00fd560632c9e195d760e46b,2026-08-26,2026-08-27,VAL-85043d204772b41be5a1f819,2026-09-04,沿用,本周已复核、合理价值不变,8.810372,21.963179,41.133897,8.4375,20.125,38.2375,,SSE,0,0,,,2026,1,4,0.6275194087787399,0.6225,-0.007998810408921808,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.9,VAL-00fd560632c9e195d760e46b,偏低
603970.SH,中农立华,VAL-ad1347bc7cd1037cb5d3aeb2,2026-09-03,2026-09-04,VAL-7d048b651c79e8a18119d9ba,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.300431,8.853828,14.836487,4.836307,9.374995,14.546124,-0.0743804473369154,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.14,VAL-ad1347bc7cd1037cb5d3aeb2,偏贵
603977.SH,国泰集团,VAL-a2fcb082891bc4bcff5be8fd,2026-08-26,2026-08-27,VAL-dd2050a95e1e2458e6825252,2026-09-04,沿用,本周已复核、合理价值不变,7.546349,16.646359,32.817107,5.5692,14.042,27.129144,,SSE,0,0,,,,0,2,,0.5,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.8,VAL-a2fcb082891bc4bcff5be8fd,基本合理
603978.SH,深圳新星,VAL-30c08995ade2767c01d8a62a,2026-09-03,2026-09-04,VAL-d9fe94c481cddbbe8009eedc,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.86842,14.163156,23.60526,7.857295,14.143131,23.571884,0.0014158816742912972,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.9,VAL-30c08995ade2767c01d8a62a,偏贵
603986.SH,兆易创新,VAL-07db5905eaa1b312a0f6902e,2026-08-26,2026-08-27,VAL-19d649e5f4b81d33d945cdbb,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,159.615189,362.203697,666.454803,278.336842,631.610526,1259.010316,,SSE,0,0,,,2026,10,20,20.463485728136472,14.028,-0.3144862910275319,机构EPS变化-31.4%,2026-09-04,371.88,VAL-07db5905eaa1b312a0f6902e,偏贵
603993.SH,洛阳钼业,VAL-83690ddbbe3eac0b49584fb2,2026-08-26,2026-08-27,VAL-1fb2cc8d8ca57ff46ee28c27,2026-09-04,沿用,本周已复核、合理价值不变,14.630421,36.888668,71.268906,14.175,36.225,71.001,,SSE,0,0,,,2026,8,20,1.5630791422998953,1.551,-0.007727786759486932,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.48,VAL-83690ddbbe3eac0b49584fb2,基本合理
605008.SH,长鸿高科,VAL-ef63385f22cf2e2e2a1acd6f,2026-09-03,2026-09-04,VAL-5dba44b14b97cf0f8e9de3b9,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.971766,5.34918,8.915299,3.023424,5.442162,9.070271,-0.017085645341031408,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.47,VAL-ef63385f22cf2e2e2a1acd6f,明显偏贵
605033.SH,美邦股份,VAL-3eecfff7a482d2bc03cbc88f,2026-08-26,2026-08-27,VAL-7a02403e45019e806f152d06,2026-09-04,沿用,本周已复核、合理价值不变,5.547337,11.094675,21.153846,5.547337,11.094675,21.153846,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.98,VAL-3eecfff7a482d2bc03cbc88f,偏贵
605111.SH,新洁能,VAL-34b58eb030bf8a3a6b6fcb86,2026-08-26,2026-08-27,VAL-3d740b58d8c6a6e4dfe7a837,2026-09-04,沿用,本周已复核、合理价值不变,20.526828,45.279768,90.25767,31.7304,72.0036,143.527176,,SSE,0,0,,,,0,6,,1.34,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,53.96,VAL-34b58eb030bf8a3a6b6fcb86,偏贵
605117.SH,德业股份,VAL-235abf87d3893350da28fb40,2026-09-03,2026-09-04,VAL-adc40d418f8addb723baf754,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,48.681923,118.96825,234.537407,62.131086,151.835138,299.332129,-0.2164643098062058,SSE,0,0,,,2026,10,26,4.785192640331152,5.07452,0.06046305371915506,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,86.42,VAL-235abf87d3893350da28fb40,基本合理
605123.SH,派克新材,VAL-f839c915d8868fee79d6ecc7,2026-09-03,2026-09-04,VAL-645599c0d02e697bafe1e443,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,52.148667,115.033823,214.969458,78.17323,177.393099,331.503353,-0.3458352254220469,SSE,0,0,,,,,5,,3.21,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,81.47,VAL-f839c915d8868fee79d6ecc7,基本合理
605133.SH,嵘泰股份,VAL-f293f00082db3723a3360ba1,2026-09-03,2026-09-04,VAL-cf2edb16b9de8a3db844c935,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,8.968184,21.198832,42.126319,7.400729,17.005352,33.793036,0.2360450659817117,SSE,0,0,,,2026,3,6,0.7337944853091621,0.85,0.15836248025477895,机构EPS变化+15.8%,2026-09-04,24.76,VAL-f293f00082db3723a3360ba1,偏贵
605167.SH,利柏特,VAL-c69f4cd8de001496894b2a9f,2026-08-26,2026-08-27,VAL-9a03657e53903fe7e2cbd8c6,2026-09-04,沿用,本周已复核、合理价值不变,6.124404,13.509715,26.238868,7.2657,16.48755,32.022486,,SSE,0,0,,,,0,10,,0.492,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.05,VAL-c69f4cd8de001496894b2a9f,偏贵
605168.SH,三人行,VAL-7082c83ad8c11927de15ea87,2026-09-03,2026-09-04,VAL-e6cdf7400b410e520e949107,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,12.791107,30.684197,60.975637,14.942606,34.493188,68.544864,-0.12057033007298312,SSE,0,0,,,2026,1,4,0.981894314720921,1.2625,0.2857799266908212,机构EPS变化+28.6%,2026-09-04,47.72,VAL-7082c83ad8c11927de15ea87,偏贵
605179.SH,一鸣食品,VAL-ddea92761bfaf1eee6ad3f49,2026-08-26,2026-08-27,VAL-e1ba5177158cd8c81ef93267,2026-09-04,沿用,本周已复核、合理价值不变,1.891714,4.346769,8.637899,1.773482,4.172898,8.158016,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.68,VAL-ddea92761bfaf1eee6ad3f49,明显偏贵
605196.SH,华通线缆,VAL-ed912650f852f37c182693b4,2026-08-26,2026-08-27,VAL-bcfeaa945e3197a582fa0c76,2026-09-04,沿用,本周已复核、合理价值不变,12.708879,28.034292,55.267604,18.5328,42.0552,81.680544,,SSE,0,0,,,,0,2,,1.32,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.41,VAL-ed912650f852f37c182693b4,偏贵
605208.SH,永茂泰,VAL-9b2948765f4ec23408cab350,2026-08-26,2026-08-27,VAL-35050cc079ce30f7c1cf5f42,2026-09-04,沿用,本周已复核、合理价值不变,5.336364,12.261867,24.366781,7.671024,17.166613,33.842752,,SSE,0,0,,,,0,1,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.72,VAL-9b2948765f4ec23408cab350,偏贵
605288.SH,凯迪股份,VAL-98d181ccb4a4061b923f7441,2026-08-26,2026-08-27,VAL-57af52f4e8ccbb030689e531,2026-09-04,沿用,本周已复核、合理价值不变,27.623994,46.03999,73.663983,20.631,50.3125,99.1875,,SSE,0,0,,,,0,1,,1.15,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,65.61,VAL-98d181ccb4a4061b923f7441,偏贵
605333.SH,沪光股份,VAL-3f839dd2db1d327a68fa1de3,2026-08-26,2026-08-27,VAL-0582bbf5a2d6725a9d4ebbd1,2026-09-04,沿用,本周已复核、合理价值不变,6.674665,15.337006,30.477698,23.434125,53.948125,106.354875,,SSE,0,0,,,,0,9,,0.99875,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,17.49,VAL-3f839dd2db1d327a68fa1de3,偏贵
605358.SH,立昂微,VAL-23528502ef45f54ab8fbc538,2026-08-26,2026-08-27,VAL-392440fd4250af2ae88e0a0c,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,14.371825,23.953042,38.324868,6.515625,15.985,30.771125,,SSE,0,0,,,2026,1,4,0.5049321023015199,0.38,-0.2474235679056047,机构EPS变化-24.7%,2026-09-04,40.15,VAL-23528502ef45f54ab8fbc538,明显偏贵
605376.SH,博迁新材,VAL-30cbfef59ce83a53f02e4355,2026-09-03,2026-09-04,VAL-0d87021a4bf34305a066ba7f,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,28.552294,67.191437,125.839963,37.300459,87.778287,164.396193,-0.23453237211060618,SSE,0,0,,,2026,3,10,2.009429153924568,2.399,0.1938714013950531,机构EPS变化+19.4%,2026-09-04,133.24,VAL-30cbfef59ce83a53f02e4355,明显偏贵
605488.SH,福莱新材,VAL-205efcf8b9c3af6055041591,2026-08-26,2026-08-27,VAL-5e2216492015bf17621e4af9,2026-09-04,沿用,本周已复核、合理价值不变,2.743853,6.30481,12.528919,6.7275,15.4875,30.5325,,SSE,0,0,,,,0,5,,0.384,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.22,VAL-205efcf8b9c3af6055041591,明显偏贵
605589.SH,圣泉集团,VAL-968344aba33fefd40f39d1a7,2026-08-26,2026-08-27,VAL-71ab2c72a59809d1e6f8c53d,2026-09-04,沿用,本周已复核、合理价值不变,20.950805,49.303033,92.337537,21.76875,51.9225,98.65275,,SSE,0,0,,,2026,5,12,1.4922225467199106,1.536666666667,0.029783841589033022,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.86,VAL-968344aba33fefd40f39d1a7,基本合理
688001.SH,华兴源创,VAL-9c4cc59fa25a5555f73184f1,2026-09-03,2026-09-04,VAL-2ff71aa1c92e5d15138b1739,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.40594,5.384137,10.614442,3.53357,7.907605,15.589278,-0.31911914641634276,SSE,0,0,,,,,1,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,48.55,VAL-9c4cc59fa25a5555f73184f1,明显偏贵
688002.SH,睿创微纳,VAL-ae12c31d7a2f002f4493447c,2026-08-26,2026-08-27,VAL-542129c66f34f9e24e424e97,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,157.070069,356.428233,666.075261,91.2,209.76,397.67,,SSE,0,0,,,2026,4,9,6.292871353452896,5.292222222222,-0.15901312374387577,机构EPS变化-15.9%,2026-09-04,180.45,VAL-ae12c31d7a2f002f4493447c,基本合理
688003.SH,天准科技,VAL-d2e8082990e09b1fd3a61754,2026-08-26,2026-08-27,VAL-9c230a55747cf8c06ed14397,2026-09-04,沿用,本周已复核、合理价值不变,11.110717,26.263312,52.190454,15.889714,36.58,72.114857,,SSE,0,0,,,2026,3,9,0.8902817767554118,0.918888888889,0.032132649325750995,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,75.01,VAL-d2e8082990e09b1fd3a61754,明显偏贵
688005.SH,容百科技,VAL-4179a1298ea96dc988dd7c8e,2026-08-26,2026-08-27,VAL-62613f43007fee1c96dacbc8,2026-09-04,沿用,本周已复核、合理价值不变,9.788123,16.313538,26.10166,6.075,15.525,30.429,,SSE,0,0,,,2026,3,5,0.5498614733850187,0.54,-0.017934468702289874,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.53,VAL-4179a1298ea96dc988dd7c8e,偏贵
688008.SH,澜起科技,VAL-52bf290594e741282a7f0bd4,2026-09-03,2026-09-04,VAL-1a12b30829464fd878dae44a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,74.61693,169.323033,337.517246,64.100146,145.458024,289.946328,0.1640680151005327,SSE,0,0,,,2026,5,16,3.186299757228128,2.8875,-0.09377641151002825,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,187.7,VAL-52bf290594e741282a7f0bd4,偏贵
688010.SH,福光股份,VAL-a655947ac9ea37fac6c03ca4,2026-09-03,2026-09-04,VAL-d660e33b300069be618927be,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.704321,19.267777,32.112962,10.67586,19.216548,32.027581,0.002665894296638882,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.1,VAL-a655947ac9ea37fac6c03ca4,偏贵
688011.SH,新光光电,VAL-29ee1aa707bfd8bb1607e439,2026-08-26,2026-08-27,VAL-85aae32a27f0a9ed7b27d9e1,2026-09-04,沿用,本周已复核、合理价值不变,10.378736,18.681725,31.136208,10.486015,18.874827,31.458046,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,77.78,VAL-29ee1aa707bfd8bb1607e439,明显偏贵
688012.SH,中微公司,VAL-77499c056f33aba88c18e82a,2026-08-26,2026-08-27,VAL-de4316ff439fb9acca8eeaad,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,171.649869,389.513165,761.498237,113.005533,256.435633,511.161696,,SSE,0,0,,,2026,10,28,6.876997961752671,4.728185185185,-0.31246377976532436,机构EPS变化-31.2%,2026-09-04,335.42,VAL-77499c056f33aba88c18e82a,基本合理
688017.SH,绿的谐波,VAL-e73e665ea9a25f7cab798d31,2026-09-03,2026-09-04,VAL-2c0afb1f0c9cb6a9da2c4415,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,19.179827,44.154227,87.046905,18.788402,43.253121,85.270438,0.020833321580451702,SSE,0,0,,,2026,5,14,1.0832916848772127,1.048866666667,-0.03177816158915203,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,279.8,VAL-e73e665ea9a25f7cab798d31,明显偏贵
688018.SH,乐鑫科技,VAL-76f429dabd366d04b0d8720f,2026-08-31,2026-09-01,VAL-9a28175d92bb30c4a97b4329,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,112.635525,159.737654,250.699374,97.299911,220.795952,440.119931,-0.1437386942690293,SSE,0,0,,,2026,1,9,2.9652155344134785,3.651111111111,0.23131390239164928,机构EPS变化+23.1%,2026-09-04,111.5,VAL-76f429dabd366d04b0d8720f,偏低
688019.SH,安集科技,VAL-18f847d08045478ed367f5a1,2026-08-31,2026-09-01,VAL-e0a943b3515f15b005c92e23,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,187.918105,311.218757,478.037286,135.267137,306.952349,605.134631,0.12870843054618342,SSE,0,0,,,2026,2,9,4.804549455572676,5.460444444444,0.1365153996095445,机构EPS变化+13.7%,2026-09-04,212.5,VAL-18f847d08045478ed367f5a1,基本合理
688023.SH,安恒信息,VAL-ccffa1396930392422e045cf,2026-08-26,2026-08-27,VAL-01fe302e6cef02ab08ff4075,2026-09-04,沿用,本周已复核、合理价值不变,18.960433,31.600722,50.561156,14.1726,33.5592,64.3218,,SSE,0,0,,,,0,2,,0.79,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.07,VAL-ccffa1396930392422e045cf,偏贵
688025.SH,杰普特,VAL-6dfed26bed20652e0f7407fb,2026-08-26,2026-08-27,VAL-bb62869b39e6ecfd4b450388,2026-09-04,沿用,本周已复核、合理价值不变,92.993068,205.131768,404.402629,107.146,249.373333,481.78928,,SSE,0,0,,,,0,10,,5.266,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,361.29,VAL-6dfed26bed20652e0f7407fb,偏贵
688026.SH,洁特生物,VAL-3abcc31a66854a667ffc7263,2026-09-03,2026-09-04,VAL-669df7c4349eb5bb184917e0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.270662,2.906743,5.443914,1.680286,3.843792,7.198874,-0.2437824013346661,SSE,0,0,,,,,1,,0.58,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.65,VAL-3abcc31a66854a667ffc7263,明显偏贵
688028.SH,沃尔德,VAL-f5c8dbb2e325ed68da805557,2026-09-03,2026-09-04,VAL-932a96a0e308a3a4f30b1a9b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.409416,28.569252,56.772817,11.822801,27.946525,55.535334,0.005263906157222831,SSE,0,0,,,2026,1,3,0.9142160597287826,0.936666666667,0.02455722222258694,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,97.52,VAL-f5c8dbb2e325ed68da805557,明显偏贵
688031.SH,星环科技,VAL-b8c277f3306209b748a51cd5,2026-09-03,2026-09-04,VAL-3ca1d59faf531f2ba126caa7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.569837,9.283062,14.8529,5.99213,9.986883,15.979013,-0.07047456560677456,SSE,0,0,,,,,3,,-1.003333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,105.88,VAL-b8c277f3306209b748a51cd5,明显偏贵
688032.SH,禾迈股份,VAL-234d318e4be39baf53a03f61,2026-09-03,2026-09-04,VAL-65ba8b0ab72cd00345a5bf35,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,39.791278,61.897543,97.267568,41.146727,64.00602,100.580889,-0.03294184982157444,SSE,0,0,,,,,7,,0.666666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,71.44,VAL-234d318e4be39baf53a03f61,偏贵
688037.SH,芯源微,VAL-d52ce5ad79be1ab13cb0061f,2026-08-26,2026-08-27,VAL-f65c17b8d038231cd52c3841,2026-09-04,沿用,本周已复核、合理价值不变,12.564327,20.940545,33.504872,25.3695,57.56925,114.754705,,SSE,0,0,,,,0,12,,1.084166666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,317.89,VAL-d52ce5ad79be1ab13cb0061f,明显偏贵
688038.SH,中科通达,VAL-a7ecc0439b9acca2d5da911d,2026-09-03,2026-09-04,VAL-dafbdc373f965d8132ce4b19,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.127174,9.228913,15.381522,5.090331,9.162596,15.270993,0.0072378115737210535,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.53,VAL-a7ecc0439b9acca2d5da911d,明显偏贵
688041.SH,海光信息,VAL-44b20b0174ca088c9e251d3a,2026-08-26,2026-08-27,VAL-2fd39ae4b88ddd2f2b38da68,2026-09-04,沿用,本周已复核、合理价值不变,45.07167,102.278021,203.874188,38.902634,90.542621,174.928343,,SSE,0,0,,,2026,9,27,1.9261397545112984,1.918214285714,-0.004114690420949807,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,243.67,VAL-44b20b0174ca088c9e251d3a,明显偏贵
688045.SH,必易微,VAL-6c24ccaabccb85ddfcc11e43,2026-08-26,2026-08-27,VAL-6b45cd49ed0ecab11624f262,2026-09-04,沿用,本周已复核、合理价值不变,15.349503,33.859197,67.492666,21.411,48.5865,96.84909,,SSE,0,0,,,,0,4,,1.07,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,55.28,VAL-6c24ccaabccb85ddfcc11e43,偏贵
688046.SH,药康生物,VAL-614638f5d9347a82103334c1,2026-08-26,2026-08-27,VAL-181b9e46d97747b60aaca235,2026-09-04,沿用,本周已复核、合理价值不变,6.711805,15.865244,31.527413,6.54264,16.4964,31.871045,,SSE,0,0,,,2026,4,11,0.5378048780487805,0.486363636364,-0.09565038136399107,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.71,VAL-614638f5d9347a82103334c1,偏贵
688047.SH,龙芯中科,VAL-c6b9d44c4026dd8ae6c439da,2026-09-03,2026-09-04,VAL-984220a4672c4c97a7561d81,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.153703,8.589505,13.743208,5.383388,8.972313,14.355701,-0.04266548878386356,SSE,0,0,,,,,3,,-0.51,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,101.9,VAL-c6b9d44c4026dd8ae6c439da,明显偏贵
688048.SH,长光华芯,VAL-3ab36f1f4ab96211e1d30155,2026-09-03,2026-09-04,VAL-0e3fdac0e6997e2cc3bc4e48,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.523861,25.873102,41.396963,15.38644,25.644066,41.030506,0.008931330264364767,SSE,0,0,,,2026,1,3,0.42545963382799595,0.436666666667,0.02634100146745011,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,272.03,VAL-3ab36f1f4ab96211e1d30155,明显偏贵
688049.SH,炬芯科技,VAL-d1dc14d823760ce76a120618,2026-08-26,2026-08-27,VAL-c15879aee2ed3e5a624d167e,2026-09-04,沿用,本周已复核、合理价值不变,18.370191,42.023312,78.70366,22.545,53.774,102.1706,,SSE,0,0,,,,0,6,,1.638333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,41.89,VAL-d1dc14d823760ce76a120618,基本合理
688052.SH,纳芯微,VAL-406656d48815152411062d65,2026-09-03,2026-09-04,VAL-8de72e2ff6b46a92332fd54e,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,42.618515,71.030859,113.649375,42.036665,70.061109,112.097774,0.013841488056667517,SSE,0,0,,,2026,2,13,1.59322104201341,0.623846153846,-0.6084371613259492,机构EPS变化-60.8%,2026-09-04,240.0,VAL-406656d48815152411062d65,明显偏贵
688053.SH,ST思科瑞,VAL-91058e82be8ffa4722aefa58,2026-08-26,2026-08-27,VAL-4d917d6945fdd74c2e04865e,2026-09-04,沿用,本周已复核、合理价值不变,15.978735,28.761722,47.936204,15.8375,28.507499,47.512499,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,38.7,VAL-91058e82be8ffa4722aefa58,偏贵
688056.SH,莱伯泰科,VAL-44f44b7c604269ef43717f6e,2026-09-03,2026-09-04,VAL-ea1a88daefa6c4c07b2a01b8,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.701424,19.198707,35.956435,6.367785,14.566829,27.676975,0.28495949340169346,SSE,0,0,,,2026,1,1,0.5485344789500635,0.55,0.002671702702702783,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.2,VAL-44f44b7c604269ef43717f6e,明显偏贵
688058.SH,宝兰德,VAL-125c13165f2c62a75f2eeb42,2026-09-03,2026-09-04,VAL-5d113e8050e00d7b3ee1def9,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.807228,14.053011,23.421685,8.125793,14.626427,24.377379,-0.03920413041013149,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.05,VAL-125c13165f2c62a75f2eeb42,明显偏贵
688063.SH,派能科技,VAL-78499da70bc6cd288ce7d9b6,2026-08-26,2026-08-27,VAL-6ca9375588d80427417d7a9f,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,34.154854,56.924757,91.079612,23.67,60.49,118.5604,,SSE,0,0,,,2026,1,6,1.332739651481408,1.608,0.20653722444036693,机构EPS变化+20.7%,2026-09-04,41.77,VAL-78499da70bc6cd288ce7d9b6,基本合理
688065.SH,凯赛生物,VAL-195dc5e3dffa09ec73d6d210,2026-08-26,2026-08-27,VAL-9a0ac4551990a5a5b782ba73,2026-09-04,沿用,本周已复核、合理价值不变,16.097663,37.88225,70.948042,14.391,34.3252,65.21788,,SSE,0,0,,,2026,2,7,1.1465571908535837,1.066666666667,-0.0696786212008379,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,41.42,VAL-195dc5e3dffa09ec73d6d210,偏贵
688070.SH,纵横股份,VAL-cd2efbdebbf73e7d47d53e6d,2026-09-03,2026-09-04,VAL-608f4e34762c68e38a7f6461,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,14.114374,33.928783,63.404414,13.679836,31.042704,58.011053,0.07424929353297016,SSE,0,0,,,2026,1,3,0.5654797247244701,0.57,0.007993699999999881,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.05,VAL-cd2efbdebbf73e7d47d53e6d,偏贵
688071.SH,华依科技,VAL-b00bfd9f1b9fa4e3032a27d6,2026-09-03,2026-09-04,VAL-14e0bfa282f8b4458ecd2bbc,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.828017,18.046695,28.874712,10.738233,17.897055,28.635289,0.008361152156038942,SSE,0,0,,,,,2,,0.32,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.0,VAL-b00bfd9f1b9fa4e3032a27d6,明显偏贵
688072.SH,拓荆科技,VAL-edf89bd124b0d140d8e685de,2026-08-26,2026-08-27,VAL-60da562e885e5a4e102430fa,2026-09-04,沿用,本周已复核、合理价值不变,89.839058,212.359953,422.001698,160.906909,365.134909,727.835585,,SSE,0,0,,,2026,6,14,7.198642460348018,6.88,-0.04426424316851174,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,621.93,VAL-edf89bd124b0d140d8e685de,明显偏贵
688075.SH,安旭生物,VAL-737afbf677b3629a5825397c,2026-09-03,2026-09-04,VAL-ac5003ef766ecabc2a31fa91,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,39.523327,71.141989,118.569981,40.528665,72.951597,121.585996,-0.024805600113965376,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.3,VAL-737afbf677b3629a5825397c,偏低
688081.SH,兴图新科,VAL-19cc7000602a808d42b78edf,2026-09-03,2026-09-04,VAL-a5be33945dd8519c139b0708,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.539309,6.370757,10.617928,3.82737,6.889267,11.482111,-0.07526344318651457,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.41,VAL-19cc7000602a808d42b78edf,明显偏贵
688082.SH,盛美上海,VAL-2e7f76938a7cdc341f69108d,2026-08-26,2026-08-27,VAL-b5687877c446f210f62e3dee,2026-09-04,沿用,本周已复核、合理价值不变,96.166985,218.225081,426.630033,88.6704,201.2136,393.372588,,SSE,0,0,,,2026,2,3,3.852843945206486,3.536666666667,-0.08206334931703052,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,270.2,VAL-2e7f76938a7cdc341f69108d,偏贵
688083.SH,中望软件,VAL-20cce7769eed8cbd0091a2d7,2026-08-26,2026-08-27,VAL-eb827327d0020bfc496ea228,2026-09-04,沿用,本周已复核、合理价值不变,13.829861,23.049768,36.879629,6.912,16.4864,31.32416,,SSE,0,0,,,2026,6,11,0.5246210988954038,0.538333333333,0.026137405579889084,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,51.75,VAL-20cce7769eed8cbd0091a2d7,明显偏贵
688084.SH,晶品特装,VAL-25a3ac3f0ac2e028274dff78,2026-08-26,2026-08-27,VAL-6b0cade786322a0337989a11,2026-09-04,沿用,本周已复核、合理价值不变,18.067486,30.112477,48.179963,10.32,25.8,48.9125,,SSE,0,0,,,,0,1,,0.43,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,47.71,VAL-25a3ac3f0ac2e028274dff78,偏贵
688097.SH,博众精工,VAL-258e7eb132655f6aa0b4df9a,2026-08-26,2026-08-27,VAL-f0ce269f904599bf8147f93f,2026-09-04,沿用,本周已复核、合理价值不变,15.496146,34.678077,68.365352,35.7942,83.308,160.951056,,SSE,0,0,,,,0,18,,1.789722222222,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,44.38,VAL-258e7eb132655f6aa0b4df9a,偏贵
688099.SH,晶晨股份,VAL-28de3ec3b61806453c993ae1,2026-08-26,2026-08-27,VAL-9c8d52cdfac0d91dad011a2c,2026-09-04,沿用,本周已复核、合理价值不变,86.118142,195.421937,389.541062,79.155818,179.622818,358.048151,,SSE,0,0,,,2026,4,13,3.680262471950672,3.417692307692,-0.07134549947452529,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,90.82,VAL-28de3ec3b61806453c993ae1,基本合理
688102.SH,斯瑞新材,VAL-3bb938024fcba27628c51cc7,2026-08-26,2026-08-27,VAL-ab52a9d53c838e1ab3d39260,2026-09-04,沿用,本周已复核、合理价值不变,5.505402,12.144269,22.694604,6.33,14.559,27.601438,,SSE,0,0,,,,0,9,,0.265555555556,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.66,VAL-3bb938024fcba27628c51cc7,明显偏贵
688106.SH,金宏气体,VAL-c0f4e99341a430b361a2e24d,2026-08-26,2026-08-27,VAL-13952c191df3c040a44284dc,2026-09-04,沿用,本周已复核、合理价值不变,3.366661,7.426457,14.64073,9.3912,21.3108,42.01272,,SSE,0,0,,,,0,10,,0.392,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.65,VAL-c0f4e99341a430b361a2e24d,明显偏贵
688107.SH,安路科技,VAL-7ff668a92675f11a2a5e99b2,2026-09-03,2026-09-04,VAL-e88c6df74a34f0a851e2fe86,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.168274,3.902894,6.504823,2.252132,4.053837,6.756395,-0.0372347215788722,SSE,0,0,,,,,2,,-0.38,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.69,VAL-7ff668a92675f11a2a5e99b2,明显偏贵
688110.SH,东芯股份,VAL-741ac1e6a27fd17240efc394,2026-08-26,2026-08-27,VAL-21a51bc0cc1a50362724208d,2026-09-04,沿用,本周已复核、合理价值不变,18.720649,42.825013,80.205132,18.63,44.436,84.4284,,SSE,0,0,,,,0,2,,1.38,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,112.94,VAL-741ac1e6a27fd17240efc394,明显偏贵
688111.SH,金山办公,VAL-f88d21f3fe4ae4e5dd169d5a,2026-08-26,2026-08-27,VAL-5d54679ecc6d437fa90fc238,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,182.983161,385.786956,760.551427,150.099856,317.858519,609.228828,,SSE,0,0,,,2026,8,32,7.7842404334032,5.9765625,-0.23222277740114705,机构EPS变化-23.2%,2026-09-04,242.99,VAL-f88d21f3fe4ae4e5dd169d5a,基本合理
688112.SH,鼎阳科技,VAL-35b8629ab9dd38c989b25698,2026-08-26,2026-08-27,VAL-0d13f73f8694aaf882f4de67,2026-09-04,沿用,本周已复核、合理价值不变,15.248418,36.043937,71.626512,24.7416,57.584,111.252288,,SSE,0,0,,,2026,5,9,1.2218283736782003,1.218888888889,-0.0024058082563194194,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,64.61,VAL-35b8629ab9dd38c989b25698,偏贵
688115.SH,思林杰,VAL-8050e39aec0577e6ec0b0274,2026-09-03,2026-09-04,VAL-34728d8901e577d172ca8ed0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.135739,4.779466,9.422376,1.082909,2.423391,4.777542,0.9722228560020536,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,58.9,VAL-8050e39aec0577e6ec0b0274,明显偏贵
688120.SH,华海清科,VAL-51b14994fe5aaf6f1c9465ac,2026-08-26,2026-08-27,VAL-e29ad31bb11c4e0065ba8ea0,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,98.52669,223.579796,437.098501,83.091273,188.553273,375.849524,,SSE,0,0,,,2026,3,11,3.9473834038163242,3.228181818182,-0.182197043474166,机构EPS变化-18.2%,2026-09-04,243.49,VAL-51b14994fe5aaf6f1c9465ac,偏贵
688122.SH,西部超导,VAL-24aeb73c55b00245b9309f15,2026-09-03,2026-09-04,VAL-4982d8a1c06eaa09bcaf752a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,32.503177,73.757209,137.833784,24.630001,54.330884,101.53084,0.3457344861319629,SSE,0,0,,,2026,3,7,1.266294634331337,1.338571428571,0.057077391216956874,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,49.48,VAL-24aeb73c55b00245b9309f15,基本合理
688126.SH,沪硅产业,VAL-51c9e9103d18407a8ad9e552,2026-08-26,2026-08-27,VAL-3e764ecee3a3373f31ec49e2,2026-09-04,沿用,本周已复核、合理价值不变,7.040086,10.560129,14.666846,6.112506,9.168759,12.734388,,SSE,0,0,,,,0,5,,-0.178,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.59,VAL-51c9e9103d18407a8ad9e552,明显偏贵
688135.SH,利扬芯片,VAL-ab4372dd63bf98c6b9cbfc04,2026-09-03,2026-09-04,VAL-18511f8b956ff773514f7bd0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.16689,10.27815,16.445039,7.012848,11.68808,18.700928,-0.12062973559386991,SSE,0,0,,,,,1,,0.037,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.35,VAL-ab4372dd63bf98c6b9cbfc04,明显偏贵
688137.SH,近岸蛋白,VAL-af9c6819fa592fb0b60f07bc,2026-09-03,2026-09-04,VAL-00bae04678a8c07ad247af45,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,25.725671,42.876118,68.601789,25.919793,43.199655,69.119448,-0.007489339324585065,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,62.15,VAL-af9c6819fa592fb0b60f07bc,偏贵
688138.SH,清溢光电,VAL-3cde42baa99030febd11c676,2026-08-31,2026-09-01,VAL-6407c39c83153c13329d5bfd,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,22.792249,39.707751,63.087675,16.661161,36.75256,71.851255,0.17011132776164373,SSE,0,0,,,,,2,,0.82,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.59,VAL-3cde42baa99030febd11c676,基本合理
688141.SH,杰华特,VAL-acc912e7dba8d6a498143a05,2026-09-03,2026-09-04,VAL-1d26db9065f0d9d09597e0b3,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.178406,3.630677,5.809083,2.494635,4.157725,6.65236,-0.12676358465266468,SSE,0,0,,,,,3,,-0.9,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,114.0,VAL-acc912e7dba8d6a498143a05,明显偏贵
688143.SH,长盈通,VAL-f7277833b50b3ad7564ebd4b,2026-08-26,2026-08-27,VAL-250b94fe6c8b2175228d4578,2026-09-04,沿用,本周已复核、合理价值不变,9.541725,15.902875,25.4446,12.535714,26.91,51.6672,,SSE,0,0,,,2026,1,7,0.6212106055994278,0.668571428571,0.0762395595707388,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,163.0,VAL-f7277833b50b3ad7564ebd4b,明显偏贵
688146.SH,中船特气,VAL-129c01aec59ed7e4ecc65da2,2026-08-26,2026-08-27,VAL-d0b7b01f4d1b0fea0372ee71,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,26.048533,65.225694,129.6165,9.9216,25.016,48.330912,,SSE,0,0,,,2026,1,3,2.0872222210626545,1.06,-0.4921479901357466,机构EPS变化-49.2%,2026-09-04,227.04,VAL-129c01aec59ed7e4ecc65da2,明显偏贵
688147.SH,微导纳米,VAL-c334d958f27c49c5c7c9fb1a,2026-09-03,2026-09-04,VAL-5c0a3bae3d2a7fddec971100,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,21.468916,48.717924,95.243542,19.187206,43.540199,85.12109,0.11891827822305068,SSE,0,0,,,2026,2,11,0.8601328425332802,0.775090909091,-0.09887069675401883,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,100.89,VAL-c334d958f27c49c5c7c9fb1a,明显偏贵
688150.SH,莱特光电,VAL-6196466d8125446fbbcfee08,2026-09-03,2026-09-04,VAL-e2316d7162621b5ce793774a,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,19.69975,47.355169,93.357334,17.746056,40.269897,79.389225,0.1558013879389346,SSE,0,0,,,2026,1,11,0.9020032261648723,0.810909090909,-0.10099091955932948,机构EPS变化-10.1%,2026-09-04,36.81,VAL-6196466d8125446fbbcfee08,基本合理
688151.SH,华强科技,VAL-d7356bbf4c04c78cce0d998a,2026-08-26,2026-08-27,VAL-2a1f9bfc741b5c6410ca4900,2026-09-04,沿用,本周已复核、合理价值不变,12.243489,22.038281,36.730468,12.29027,22.122486,36.87081,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.64,VAL-d7356bbf4c04c78cce0d998a,基本合理
688152.SH,麒麟信安,VAL-4fc8e74cf0e0d6ee036e247f,2026-09-03,2026-09-04,VAL-de020e2e8a3772f5372b3ae5,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.760421,17.934035,28.694457,10.595806,17.659676,28.255482,0.015535887867706544,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.36,VAL-4fc8e74cf0e0d6ee036e247f,明显偏贵
688153.SH,唯捷创芯,VAL-713716b67a726e3cabe97cfd,2026-08-26,2026-08-27,VAL-bc2c7d693174944d2367ca58,2026-09-04,沿用,本周已复核、合理价值不变,9.066184,15.110307,24.176491,3.7125,8.855,16.8245,,SSE,0,0,,,,0,3,,0.165,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.74,VAL-713716b67a726e3cabe97cfd,明显偏贵
688157.SH,松井股份,VAL-c7666ddfd30976c1dddc89e3,2026-09-03,2026-09-04,VAL-958479d34a8283e683d446c6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.399865,10.666441,17.066306,7.749608,12.916014,20.665623,-0.174169255587855,SSE,0,0,,,,,2,,0.3,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.33,VAL-c7666ddfd30976c1dddc89e3,明显偏贵
688158.SH,优刻得,VAL-fa2f0c85ce6e424232b453e7,2026-08-26,2026-08-27,VAL-235d621e192893beddcc78df,2026-09-04,沿用,本周已复核、合理价值不变,4.85476,8.091267,12.946028,4.1574,9.676,18.694032,,SSE,0,0,,,,0,2,,0.205,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.84,VAL-fa2f0c85ce6e424232b453e7,明显偏贵
688159.SH,有方科技,VAL-7631c1b4d4f96926b3965a18,2026-09-03,2026-09-04,VAL-46fd4bf5639ff502658e4597,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.445731,14.745137,27.615535,5.877954,13.4463,25.54797,0.09659436271123334,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.8,VAL-7631c1b4d4f96926b3965a18,明显偏贵
688160.SH,步科股份,VAL-ea22eccc64a6d6fdbf358980,2026-08-26,2026-08-27,VAL-c8a10a014b408acb2d4f6f44,2026-09-04,沿用,本周已复核、合理价值不变,15.737266,37.028862,70.262265,20.5625,50.446667,97.109833,,SSE,0,0,,,,0,5,,1.11,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,97.49,VAL-ea22eccc64a6d6fdbf358980,明显偏贵
688165.SH,埃夫特,VAL-d1efc16264065ae06672f843,2026-09-03,2026-09-04,VAL-37e410e3a93877910f7eda2e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.676306,4.46051,6.690765,2.779783,4.632971,6.949457,-0.0372247615393686,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.37,VAL-d1efc16264065ae06672f843,明显偏贵
688166.SH,博瑞医药,VAL-9fe56f65fd34e86b1521a376,2026-09-03,2026-09-04,VAL-158e6754dcbc29c3f3416005,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.425557,5.732671,11.427124,1.25254,2.960311,5.900886,0.9365099786344211,SSE,0,0,,,,,1,,0.22,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.79,VAL-9fe56f65fd34e86b1521a376,明显偏贵
688167.SH,炬光科技,VAL-0cf1e2d3769ae760c8a3df89,2026-08-26,2026-08-27,VAL-d117227183705982da76b390,2026-09-04,沿用,本周已复核、合理价值不变,22.772812,37.954687,60.727499,17.884286,40.583571,80.896586,,SSE,0,0,,,2026,4,8,0.7066585396112269,0.642857142857,-0.09028603374598387,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,299.5,VAL-0cf1e2d3769ae760c8a3df89,明显偏贵
688170.SH,德龙激光,VAL-1c9c26fad2a6bbc35d148356,2026-09-03,2026-09-04,VAL-0e893219cb7e2984e6968d30,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.61721,17.69535,28.31256,10.727864,17.879774,28.607638,-0.010314657924572423,SSE,0,0,,,,,1,,0.86,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,61.9,VAL-1c9c26fad2a6bbc35d148356,明显偏贵
688172.SH,燕东微,VAL-e5caeac9ee4ba2dbe5c98844,2026-08-26,2026-08-27,VAL-b474160c101dc3add68630b5,2026-09-04,沿用,本周已复核、合理价值不变,12.686434,22.835581,38.059302,12.72609,22.906962,38.17827,,SSE,0,0,,,,0,1,,-0.92,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,44.09,VAL-e5caeac9ee4ba2dbe5c98844,明显偏贵
688173.SH,希荻微,VAL-339e5a32f4dc0452d2298528,2026-09-03,2026-09-04,VAL-5eb4a0e96598b4f229b73c3d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.249788,5.416314,8.666102,3.108775,5.181292,8.290067,0.045359705778011294,SSE,0,0,,,,,2,,0.03,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.62,VAL-339e5a32f4dc0452d2298528,明显偏贵
688175.SH,高凌信息,VAL-4fca15850ac8f4341ff0e574,2026-08-26,2026-08-27,VAL-c18c5f7504984348629bbfbd,2026-09-04,沿用,本周已复核、合理价值不变,13.211011,23.77982,39.633033,13.386038,24.094869,40.158114,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.07,VAL-4fca15850ac8f4341ff0e574,基本合理
688180.SH,君实生物,VAL-c56c53e1e5572ca6c591b34f,2026-09-03,2026-09-04,VAL-0f9b7f6e72cec20cd49be84e,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,5.789224,10.420603,17.367671,5.742764,10.336975,17.228292,0.00809018106574988,SSE,0,0,,,2026,1,10,0.062336253437139444,-0.4234,-7.792195177834374,机构EPS变化-779.2%,2026-09-04,33.49,VAL-c56c53e1e5572ca6c591b34f,明显偏贵
688182.SH,灿勤科技,VAL-58815c46f6cfbd8c52817c63,2026-08-26,2026-08-27,VAL-c84771ac06a2ed2ab1a926f7,2026-09-04,沿用,本周已复核、合理价值不变,5.606014,11.541793,21.843668,11.25,26.25,50.4,,SSE,0,0,,,,0,1,,0.47,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.5,VAL-58815c46f6cfbd8c52817c63,明显偏贵
688183.SH,生益电子,VAL-fbe3d0282d6c43f2e11c2dae,2026-08-26,2026-08-27,VAL-911a372c6fde63d36ff25c4b,2026-09-04,沿用,本周已复核、合理价值不变,49.673802,116.896183,218.929851,43.335,103.362,196.3878,,SSE,0,0,,,2026,2,4,3.5380200558130777,3.3975,-0.0397171450688073,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,118.43,VAL-fbe3d0282d6c43f2e11c2dae,偏贵
688185.SH,康希诺,VAL-eecb9414357625fa5743fdb5,2026-09-03,2026-09-04,VAL-a35caf4765043238f41672e7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,18.134691,30.224485,48.359177,17.945324,29.908874,47.854198,0.010552428441074513,SSE,0,0,,,,,2,,0.155,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,68.93,VAL-eecb9414357625fa5743fdb5,明显偏贵
688186.SH,广大特材,VAL-1c0c901a51bc071c58173868,2026-08-26,2026-08-27,VAL-874e27e72f8a126471501dda,2026-09-04,沿用,本周已复核、合理价值不变,14.755141,24.591902,39.347043,28.68,65.964,125.05675,,SSE,0,0,,,,0,2,,1.195,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.96,VAL-1c0c901a51bc071c58173868,偏低
688187.SH,时代电气,VAL-409ffcd54b4fae5ba10826d5,2026-08-31,2026-09-01,VAL-356a73e1e8b14effbbd0a1fd,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,41.23868,67.74926,95.73265,39.830909,94.151588,187.098037,-0.18655091194486384,SSE,0,0,,,2026,4,10,3.2376045814029055,3.324444444444,0.026822257276231554,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,46.33,VAL-409ffcd54b4fae5ba10826d5,基本合理
688188.SH,柏楚电子,VAL-af6f2397828daa3d51f7744e,2026-08-26,2026-08-27,VAL-900a9270e176f19fb046928c,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,66.326897,156.085517,292.325876,64.6425,154.184333,292.950233,,SSE,0,0,,,2026,3,12,4.724137931153912,3.989166666667,-0.15557785890205555,机构EPS变化-15.6%,2026-09-04,96.0,VAL-af6f2397828daa3d51f7744e,基本合理
688190.SH,云路股份,VAL-2816da7efe7eb585bb298bc0,2026-09-03,2026-09-04,VAL-fec6aedfc3a289cf7ea4aecb,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,52.427478,115.648848,216.118784,59.396143,131.020904,244.845314,-0.11732521511059879,SSE,0,0,,,,,2,,3.06,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,72.99,VAL-2816da7efe7eb585bb298bc0,基本合理
688191.SH,智洋创新,VAL-21ddf5a490776948ec01f1b1,2026-09-03,2026-09-04,VAL-d46eaadfcf9c3b9c31aaeee9,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.295964,3.826606,6.122569,5.602738,12.358981,24.364849,-0.6591322912912735,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.98,VAL-21ddf5a490776948ec01f1b1,明显偏贵
688192.SH,迪哲医药,VAL-34665116dbe6e0c33440a94f,2026-08-26,2026-08-27,VAL-5da372e7faa70a79b87b1bec,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,2.188841,3.648068,5.836909,1.575,3.88125,7.84875,,SSE,0,0,,,2026,5,10,7.102374499848097,4.59,-0.35373726067272726,机构EPS变化-35.4%,2026-09-04,57.07,VAL-34665116dbe6e0c33440a94f,明显偏贵
688195.SH,腾景科技,VAL-fdaa976950a3ef29759b22a2,2026-09-03,2026-09-04,VAL-1409bb5f72161b7cd9e1c2c2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.954153,15.908194,29.793774,14.544724,36.258214,67.906455,-0.5499798259699076,SSE,0,0,,,,,3,,1.035,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,193.15,VAL-fdaa976950a3ef29759b22a2,明显偏贵
688199.SH,久日新材,VAL-cd59f733af6f3255ec100a19,2026-08-26,2026-08-27,VAL-02d5a9cdfe708f52a69b4db1,2026-09-04,沿用,本周已复核、合理价值不变,6.808081,15.574042,29.167955,3.594134,8.221876,15.621564,,SSE,0,0,,,,0,1,,0.495,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.83,VAL-cd59f733af6f3255ec100a19,偏贵
688200.SH,华峰测控,VAL-f836cd4256f84aca1cbc98de,2026-09-03,2026-09-04,VAL-128fee70d575cb07dac9208d,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,53.512812,126.492624,251.366143,67.311023,159.108588,316.180585,-0.20499185028632527,SSE,0,0,,,2026,3,11,4.410728593814058,4.922909090909,0.1161215173867789,机构EPS变化+11.6%,2026-09-04,354.71,VAL-f836cd4256f84aca1cbc98de,明显偏贵
688201.SH,ST信安,VAL-42129d4ab3abe8c1e54d15a4,2026-09-03,2026-09-04,VAL-8487f42878e47117004c7de8,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.329318,3.040924,5.695217,1.335684,3.055487,5.805424,-0.00476615463164598,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.5,VAL-42129d4ab3abe8c1e54d15a4,明显偏贵
688202.SH,美迪西,VAL-e5a83b8d92a21dcfe66176e6,2026-08-26,2026-08-27,VAL-ed48a667335d19b705e00fe6,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,13.415899,22.359832,35.775731,9.52,23.46,47.441333,,SSE,0,0,,,2026,1,4,1.35464861516505,0.625,-0.5386257417582417,机构EPS变化-53.9%,2026-09-04,93.24,VAL-e5a83b8d92a21dcfe66176e6,明显偏贵
688206.SH,概伦电子,VAL-8521f2a48018af79ce346bbd,2026-09-03,2026-09-04,VAL-6c29c6e3dc4be8ad2609fb4a,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,3.583297,5.972161,9.555458,4.118151,6.863586,10.981737,-0.1298773591099477,SSE,0,0,,,2026,3,3,0.06414890380048388,0.09,0.402985782577334,机构EPS变化+40.3%,2026-09-04,39.62,VAL-8521f2a48018af79ce346bbd,明显偏贵
688209.SH,英集芯,VAL-0c6fc582184625fac85567a2,2026-09-03,2026-09-04,VAL-fd7ccf6f8cda46074450c0f4,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,13.701749,32.936896,65.654212,11.500971,25.369789,50.570447,0.2649222581796522,SSE,0,0,,,2026,1,1,0.5855448133363705,0.59,0.007608617755905378,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.5,VAL-0c6fc582184625fac85567a2,偏贵
688210.SH,统联精密,VAL-0e9641d157103c7ef6b610e5,2026-09-03,2026-09-04,VAL-7afb4f933a14400ff6f4b703,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.022038,11.703396,18.725434,7.268551,12.114252,19.382803,-0.033915063781022936,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,32.94,VAL-0e9641d157103c7ef6b610e5,明显偏贵
688213.SH,思特威,VAL-9ef621439025dbdc5199b80e,2026-08-31,2026-09-01,VAL-166c9f2c1f0ef1c9784d7ee0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,89.896572,132.436248,223.709879,50.812567,119.576013,223.948789,0.3048575203807675,SSE,0,0,,,2026,2,13,3.6191287109196706,3.4975,-0.03360718024553566,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,92.97,VAL-9ef621439025dbdc5199b80e,基本合理
688216.SH,气派科技,VAL-88b830d8051d9965100094dc,2026-09-03,2026-09-04,VAL-992a5cea00a23ea1a4587b9b,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.946972,9.911621,15.858593,5.75472,9.5912,15.345919,0.03340777222870961,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.91,VAL-88b830d8051d9965100094dc,明显偏贵
688220.SH,翱捷科技,VAL-f22f15ec2a65755e37b03f7b,2026-09-03,2026-09-04,VAL-b3afcf3a38ae675010797cab,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,12.573898,20.956497,33.530395,11.705376,19.508959,31.214335,0.07419860137978262,SSE,0,0,,,2026,1,10,0.5092028384381464,0.133333333333,-0.7381528081383698,机构EPS变化-73.8%,2026-09-04,91.55,VAL-f22f15ec2a65755e37b03f7b,明显偏贵
688222.SH,成都先导,VAL-b10c195f0609ab9f8e042ad7,2026-09-03,2026-09-04,VAL-bd49340f9e79de8e96dce697,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.609552,11.230907,22.318059,4.577482,10.307477,20.483019,0.06419231655256818,SSE,0,0,,,2026,1,5,0.35938903863432164,0.348,-0.031689999999999996,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.44,VAL-b10c195f0609ab9f8e042ad7,明显偏贵
688223.SH,晶科能源,VAL-8710c10513121c7fa06b77b9,2026-09-03,2026-09-04,VAL-54681e19d8437dd6753ebc47,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.113654,3.287907,5.166711,2.320252,3.609281,5.671727,-0.0890410762533913,SSE,0,0,,,,,12,,-0.083181818182,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.06,VAL-8710c10513121c7fa06b77b9,偏贵
688225.SH,亚信安全,VAL-bdc49aa4dcf059e0385f88bf,2026-08-26,2026-08-27,VAL-619e7d31cc8c4626a9d88e58,2026-09-04,沿用,本周已复核、合理价值不变,3.279557,5.465929,8.745486,3.0498,7.65,14.6625,,SSE,0,0,,,,0,1,,0.17,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.36,VAL-bdc49aa4dcf059e0385f88bf,明显偏贵
688231.SH,隆达股份,VAL-86619742b3c01001ad7254cb,2026-08-26,2026-08-27,VAL-0b97edcb392ebe5d710157f3,2026-09-04,沿用,本周已复核、合理价值不变,12.889734,28.433237,53.134611,14.82,34.086,64.621375,,SSE,0,0,,,,0,5,,0.566,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,34.0,VAL-86619742b3c01001ad7254cb,偏贵
688233.SH,神工股份,VAL-652fef073fe11be758e36d7b,2026-09-03,2026-09-04,VAL-819282530591160c4f3801c2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,13.478787,31.714792,62.002418,31.395889,75.994152,148.568567,-0.579164151729861,SSE,0,0,,,,,7,,1.371428571429,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,93.18,VAL-652fef073fe11be758e36d7b,明显偏贵
688234.SH,天岳先进,VAL-7af052ec3ed7203d9d73382a,2026-08-26,2026-08-27,VAL-a5f7ac6f774500dbf1a26ec0,2026-09-04,沿用,本周已复核、合理价值不变,13.202582,22.004303,35.206885,3.2058,7.2747,14.500902,,SSE,0,0,,,2026,1,11,0.14031654554267325,0.134166666667,-0.04382860803684019,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,97.43,VAL-7af052ec3ed7203d9d73382a,明显偏贵
688235.SH,百济神州,VAL-940b34bf61bae435b10ccf72,2026-09-03,2026-09-04,VAL-3ef865a4ee1870afefa5d390,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,47.159527,111.474844,221.52281,39.448611,93.247919,185.302265,0.19546736451962987,SSE,0,0,,,2026,2,12,3.778808272164809,3.371658692308,-0.10774549819209556,机构EPS变化-10.8%,2026-09-04,271.0,VAL-940b34bf61bae435b10ccf72,明显偏贵
688237.SH,超卓航科,VAL-fc53cedb563f8998a90c14a6,2026-09-03,2026-09-04,VAL-e4b082a6e027357d53e6a505,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.870497,3.851024,7.288337,6.088181,13.659382,25.851355,-0.7102669833234612,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,57.26,VAL-fc53cedb563f8998a90c14a6,明显偏贵
688239.SH,航宇科技,VAL-5889b3d162ee2d13f1903be1,2026-08-26,2026-08-27,VAL-2a192ad325b29b8651c689bb,2026-09-04,沿用,本周已复核、合理价值不变,29.306766,62.070227,117.472339,29.625,63.595,122.1024,,SSE,0,0,,,2026,2,12,1.5029110758046786,1.585833333333,0.05517442705911502,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,54.68,VAL-5889b3d162ee2d13f1903be1,基本合理
688248.SH,南网科技,VAL-cc84cd372030873fb3cb73d2,2026-09-03,2026-09-04,VAL-27dde9df2851d7b29b9413d9,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,18.351479,41.64374,82.097659,23.437294,56.339649,111.069594,-0.24796292332234382,SSE,0,0,,,2026,2,9,0.8402691694705153,0.963333333333,0.14645802599187574,机构EPS变化+14.6%,2026-09-04,42.69,VAL-cc84cd372030873fb3cb73d2,偏贵
688249.SH,晶合集成,VAL-000ec58cdeb004e05eee2b75,2026-08-26,2026-08-27,VAL-674f1c80e9cb54115b97af1c,2026-09-04,沿用,本周已复核、合理价值不变,1.636402,3.850359,7.527451,10.998,26.6208,52.043664,,SSE,0,0,,,,0,8,,0.4275,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,35.07,VAL-000ec58cdeb004e05eee2b75,明显偏贵
688256.SH,寒武纪,VAL-bf918149704a8b0f397ead5f,2026-08-26,2026-08-27,VAL-546746772d22402baf10aab3,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,283.303299,642.880564,1267.393112,202.36905,470.997,909.966204,,SSE,0,0,,,2026,10,17,12.971762796400926,9.906470588235,-0.23630498462525107,机构EPS变化-23.6%,2026-09-04,1072.0,VAL-bf918149704a8b0f397ead5f,偏贵
688258.SH,卓易信息,VAL-0fc9827d8870a04faa430768,2026-09-03,2026-09-04,VAL-1d6f9d6107bb18c53e6df19d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,34.073665,77.321009,152.432846,34.253949,77.730115,153.239369,-0.005263159586706756,SSE,0,0,,,2026,5,8,1.5353852182868308,1.5275,-0.00513566119623643,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,94.45,VAL-0fc9827d8870a04faa430768,偏贵
688261.SH,东微半导,VAL-d871e4409ad67397ae134f8b,2026-08-26,2026-08-27,VAL-8d7b6ca1c6c076b8ef84724c,2026-09-04,沿用,本周已复核、合理价值不变,22.202288,37.003813,59.206101,25.272,57.348,114.31368,,SSE,0,0,,,,0,4,,1.1625,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,66.47,VAL-d871e4409ad67397ae134f8b,明显偏贵
688262.SH,国芯科技,VAL-8075c76c9cfce44d30ef8e38,2026-09-03,2026-09-04,VAL-3f5a89d6a0dc251e984fbd7f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.138421,8.564035,13.702457,5.162232,8.603721,13.765953,-0.0046126120000553605,SSE,0,0,,,,,2,,0.01,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.53,VAL-8075c76c9cfce44d30ef8e38,明显偏贵
688268.SH,华特气体,VAL-4a724f045c61135275c03f23,2026-08-26,2026-08-27,VAL-d4d050558df7f3a305919647,2026-09-04,沿用,本周已复核、合理价值不变,24.157659,56.841551,107.856842,37.46875,91.923333,176.952417,,SSE,0,0,,,,0,8,,1.93,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,129.86,VAL-4a724f045c61135275c03f23,明显偏贵
688269.SH,凯立新材,VAL-600af13ee4d045d9fb55b54c,2026-09-03,2026-09-04,VAL-8ec4a30d73fc48ed36e3c367,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.666866,26.688909,49.984514,22.128167,55.162811,103.312064,-0.5037483546915398,SSE,0,0,,,,,2,,1.595,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.0,VAL-600af13ee4d045d9fb55b54c,偏贵
688270.SH,ST臻镭,VAL-0295b8138dade8118f3d6876,2026-09-03,2026-09-04,VAL-e57de9ce3afd0aac74023aa1,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.667384,25.736877,48.09579,17.021231,37.546834,71.18254,-0.3145393555736309,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,56.72,VAL-0295b8138dade8118f3d6876,明显偏贵
688272.SH,富吉瑞,VAL-a548805179efbe107782b959,2026-09-03,2026-09-04,VAL-86625d93a682ff89b6a9c434,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.075565,9.136018,15.226696,5.244166,9.439499,15.732499,-0.03215014780029368,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.27,VAL-a548805179efbe107782b959,明显偏贵
688276.SH,百克生物,VAL-8e45e3b0134511ea1afc5480,2026-08-26,2026-08-27,VAL-e020de96e2a4adad5226934b,2026-09-04,沿用,本周已复核、合理价值不变,8.255459,13.759098,22.014557,8.255459,13.759098,22.014557,,SSE,0,0,,,,0,1,,-0.105,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.0,VAL-8e45e3b0134511ea1afc5480,偏贵
688278.SH,特宝生物,VAL-74e27b739463278fae6a5877,2026-08-26,2026-08-27,VAL-e03fd58e548b59120d4ef7a1,2026-09-04,沿用,本周已复核、合理价值不变,65.239166,153.762414,306.499746,65.73,161.9775,327.5545,,SSE,0,0,,,2026,3,14,2.8957140198713596,3.074692307692,0.061807998508288886,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,56.96,VAL-74e27b739463278fae6a5877,偏低
688280.SH,精进电动,VAL-1e6ad1f45a46d0bfe052df6b,2026-09-03,2026-09-04,VAL-0bf88c9880fdb72d82f393d7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.851742,1.41957,2.271312,0.983349,1.638915,2.622263,-0.13383549482431978,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,5.42,VAL-1e6ad1f45a46d0bfe052df6b,明显偏贵
688281.SH,华秦科技,VAL-f7c2f2ad5de30308e0a62ad8,2026-08-26,2026-08-27,VAL-8f58b7291cd70c165a3f2830,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,44.137984,100.159271,187.172637,45.39,104.397,197.919312,,SSE,0,0,,,2026,5,11,1.7683487044231738,1.505454545455,-0.14866646963384333,机构EPS变化-14.9%,2026-09-04,51.5,VAL-f7c2f2ad5de30308e0a62ad8,基本合理
688282.SH,理工导航,VAL-f95822d93e9651bd20f3bbf2,2026-09-03,2026-09-04,VAL-c6c4a633bb43c23ef5581dfc,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,14.430513,25.974923,43.291539,14.320041,25.776074,42.960124,0.007714488049528123,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,55.26,VAL-f95822d93e9651bd20f3bbf2,明显偏贵
688283.SH,坤恒顺维,VAL-dc6d8a4ee319eed7cd83673b,2026-09-03,2026-09-04,VAL-c43cb6855cfcd62e217abbea,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.395519,7.767526,14.547467,6.916256,17.241379,32.29064,-0.5379082016927568,SSE,0,0,,,,,2,,0.495,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.0,VAL-dc6d8a4ee319eed7cd83673b,明显偏贵
688285.SH,高铁电气,VAL-2169d798b26df3595c0d0bd7,2026-09-03,2026-09-04,VAL-3417e7e115457b1beaec0f5d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.981837,4.533614,8.490812,2.099936,4.803775,9.127172,-0.05623931824492634,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.56,VAL-2169d798b26df3595c0d0bd7,偏贵
688286.SH,敏芯股份,VAL-07b8c52a81b3aa45417b58b8,2026-08-26,2026-08-27,VAL-c411591876b74a7e698425cd,2026-09-04,沿用,本周已复核、合理价值不变,16.63301,27.721683,44.354692,17.082,38.763,77.26758,,SSE,0,0,,,,0,3,,0.73,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,46.0,VAL-07b8c52a81b3aa45417b58b8,明显偏贵
688290.SH,景业智能,VAL-5017f9b979bc6a04710e9f9a,2026-08-26,2026-08-27,VAL-ce9d1e8ceba7cb197661b0c4,2026-09-04,沿用,本周已复核、合理价值不变,12.380825,22.285485,37.142476,13.114618,23.606312,39.343853,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,63.35,VAL-5017f9b979bc6a04710e9f9a,明显偏贵
688293.SH,奥浦迈,VAL-9297c9572cb6e0c1865876c1,2026-09-03,2026-09-04,VAL-e551738412982e9c6ff179fc,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,18.760259,46.767027,87.587961,17.383183,40.907433,76.613778,0.12414811330866704,SSE,0,0,,,2026,1,7,1.3362007827056293,1.115,-0.16554456902631587,机构EPS变化-16.6%,2026-09-04,54.62,VAL-9297c9572cb6e0c1865876c1,偏贵
688295.SH,中复神鹰,VAL-5e4604e69d822a3900ef81d6,2026-09-03,2026-09-04,VAL-f19461c2ffb0f1e8dbd8e0a2,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.2448,7.635911,14.300971,2.648758,6.059249,11.348109,0.24950645997413634,SSE,0,0,,,2026,3,6,0.23925925925925887,0.251666666667,0.0518575851407137,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,38.93,VAL-5e4604e69d822a3900ef81d6,明显偏贵
688297.SH,中无人机,VAL-2ea40b4bcd4ccd37c001978a,2026-08-26,2026-08-27,VAL-902d379d5c3fe28f067e5bcc,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,6.3232,14.3488,26.81432,5.1,11.73,22.238125,,SSE,0,0,,,2026,2,5,0.25333333333333335,0.202,-0.20263157894736838,机构EPS变化-20.3%,2026-09-04,42.54,VAL-2ea40b4bcd4ccd37c001978a,明显偏贵
688300.SH,联瑞新材,VAL-bbf2c84950a1a4a83aa21949,2026-08-26,2026-08-27,VAL-34222dfc7c8cb9c945055b8d,2026-09-04,沿用,本周已复核、合理价值不变,22.559897,53.089672,99.429371,22.14,52.808,100.3352,,SSE,0,0,,,2026,3,9,1.6068302544105109,1.624444444444,0.010962072680135826,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,163.68,VAL-bbf2c84950a1a4a83aa21949,明显偏贵
688301.SH,奕瑞科技,VAL-dff18f29d25f85cfcf5f0ef5,2026-08-26,2026-08-27,VAL-ae4cb814dae2dcd780793dc2,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,48.397454,114.401033,227.337733,73.03725,165.738375,330.371827,,SSE,0,0,,,2026,6,18,3.878001130096822,3.072777777778,-0.2076387616469616,机构EPS变化-20.8%,2026-09-04,90.7,VAL-dff18f29d25f85cfcf5f0ef5,基本合理
688303.SH,大全能源,VAL-f0ba847394787a6d25ca63a6,2026-08-26,2026-08-27,VAL-4862f7e74b8c454038526957,2026-09-04,沿用,本周已复核、合理价值不变,12.195703,19.164676,27.875892,12.45446,19.571295,28.467338,,SSE,0,0,,,,0,6,,-0.47,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.76,VAL-f0ba847394787a6d25ca63a6,基本合理
688305.SH,科德数控,VAL-3bdd5cc38d12839595d4eed0,2026-09-03,2026-09-04,VAL-f7864ccaf1dfde37a89534d9,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,14.636923,31.000251,58.67019,20.17393,42.727349,80.86456,-0.2744634969982088,SSE,0,0,,,2026,2,6,0.7506114107131923,0.921666666667,0.22788789713612245,机构EPS变化+22.8%,2026-09-04,56.45,VAL-3bdd5cc38d12839595d4eed0,偏贵
688311.SH,盟升电子,VAL-38a107444f05dca06d3b3f41,2026-08-26,2026-08-27,VAL-daf225703245e1f9bb07358f,2026-09-04,沿用,本周已复核、合理价值不变,9.420011,15.700018,25.120029,7.21875,15.49625,29.7528,,SSE,0,0,,,,0,2,,0.305,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.99,VAL-38a107444f05dca06d3b3f41,偏贵
688313.SH,仕佳光子,VAL-3a53bada94b9ad8c422c9a46,2026-08-26,2026-08-27,VAL-d5375bb67ff456d9e59727c3,2026-09-04,沿用,本周已复核、合理价值不变,21.35746,50.484381,100.322562,34.087976,79.336907,153.278904,,SSE,0,0,,,2026,8,15,1.7113349499368042,1.6895,-0.012759015958629605,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,141.62,VAL-3a53bada94b9ad8c422c9a46,明显偏贵
688316.SH,青云科技,VAL-63b75f8b8ba0a068e593c4fa,2026-09-03,2026-09-04,VAL-3a406841a3b7fd6454340eff,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,0.65093,1.171674,1.95279,1.10946,1.997029,3.328381,-0.4132913395154465,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,47.57,VAL-63b75f8b8ba0a068e593c4fa,明显偏贵
688320.SH,禾川科技,VAL-02dbe7193e250a76e366eafa,2026-09-03,2026-09-04,VAL-4a344fef52068dcfb572c251,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.396064,12.326773,19.722837,7.231878,12.053129,19.285007,0.02270312891252768,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,32.69,VAL-02dbe7193e250a76e366eafa,明显偏贵
688322.SH,奥比中光,VAL-8036589bf18ffad845f45ea6,2026-08-26,2026-08-27,VAL-e51d7d5b52cffd37c837d87c,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,9.346912,22.79417,44.937078,13.537011,31.1638,61.437206,,SSE,0,0,,,2026,1,9,0.5210095999384161,0.705444444444,0.35399509822349584,机构EPS变化+35.4%,2026-09-04,92.17,VAL-8036589bf18ffad845f45ea6,明显偏贵
688323.SH,瑞华泰,VAL-80b7bac382ea0c01a7a25bf9,2026-08-26,2026-08-27,VAL-d71666060dac188c76aed481,2026-09-04,沿用,本周已复核、合理价值不变,6.746956,12.144521,20.240868,4.660527,8.388949,13.981581,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.74,VAL-80b7bac382ea0c01a7a25bf9,明显偏贵
688327.SH,云从科技,VAL-376908385b3b64237dd204cb,2026-08-26,2026-08-27,VAL-a9e9ea21f665600b23b8915d,2026-09-04,沿用,本周已复核、合理价值不变,0.696016,1.252829,2.088049,0.724571,1.304228,2.173714,,SSE,0,0,,,,0,3,,-0.266666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.31,VAL-376908385b3b64237dd204cb,明显偏贵
688330.SH,宏力达,VAL-ea7c8013d057286d5ae63da9,2026-09-03,2026-09-04,VAL-53f069b3d8962d71966bfecf,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,13.108936,28.916771,56.162795,19.007315,41.927902,81.433302,-0.310321533769216,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.78,VAL-ea7c8013d057286d5ae63da9,偏贵
688332.SH,中科蓝讯,VAL-23a856134240f89f92d7c7ff,2026-08-26,2026-08-27,VAL-d167291d7e1750f5fd128230,2026-09-04,沿用,本周已复核、合理价值不变,47.445608,104.659429,208.621128,63.18,143.37,285.7842,,SSE,0,0,,,,0,7,,2.793333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,92.59,VAL-23a856134240f89f92d7c7ff,基本合理
688333.SH,铂力特,VAL-b5238a5390996e53bad17dc9,2026-08-26,2026-08-27,VAL-6ceefe54b654b0e9189bcb79,2026-09-04,沿用,本周已复核、合理价值不变,12.137881,26.774737,50.035289,26.0,59.8,113.370833,,SSE,0,0,,,,0,4,,1.083333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,109.09,VAL-b5238a5390996e53bad17dc9,明显偏贵
688334.SH,西高院,VAL-7ceb8cc5206f963ed485ba04,2026-08-26,2026-08-27,VAL-8692d519aa0134a436e7b5e1,2026-09-04,沿用,本周已复核、合理价值不变,11.325556,25.908134,48.522234,11.88,30.8,58.52,,SSE,0,0,,,,0,1,,0.88,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.4,VAL-7ceb8cc5206f963ed485ba04,基本合理
688336.SH,三生国健,VAL-771c2a96b7d88d3c80031660,2026-08-26,2026-08-27,VAL-f3b32c150e58fdb81d01e37b,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,23.873681,53.264389,106.173682,74.922058,155.825289,315.113363,,SSE,0,0,,,2026,3,8,1.0030958401303256,0.675875,-0.3262109432014113,机构EPS变化-32.6%,2026-09-04,42.16,VAL-771c2a96b7d88d3c80031660,基本合理
688337.SH,普源精电,VAL-3a7e8e14ba5437fd71277afa,2026-08-26,2026-08-27,VAL-02a429eebc94e89398dc403a,2026-09-04,沿用,本周已复核、合理价值不变,8.845126,19.511307,38.465148,14.2636,33.197333,64.137248,,SSE,0,0,,,,0,8,,0.66875,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.15,VAL-3a7e8e14ba5437fd71277afa,明显偏贵
688338.SH,赛科希德,VAL-7b6b365d33f19807cc81d27f,2026-08-26,2026-08-27,VAL-b4195601beac22c49055609a,2026-09-04,沿用,本周已复核、合理价值不变,11.079655,25.345617,47.468719,11.745,30.45,57.855,,SSE,0,0,,,,0,1,,0.87,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.57,VAL-7b6b365d33f19807cc81d27f,偏贵
688343.SH,云天励飞,VAL-eff1d4101435bed83b0a42b5,2026-09-03,2026-09-04,VAL-270528c564f1b1e093105ad4,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.914836,17.846704,29.744507,10.344554,18.620197,31.033662,-0.041540526276231504,SSE,0,0,,,,,1,,-1.37,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,56.99,VAL-eff1d4101435bed83b0a42b5,明显偏贵
688347.SH,华虹宏力,VAL-92fcf664aef8e9ef3fdfa005,2026-09-03,2026-09-04,VAL-23021a08aff4f2c18584498d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.101068,20.285127,40.310604,6.988268,16.518743,32.826047,0.20756292665196785,SSE,0,0,,,2026,1,6,0.6491240500816192,0.608333333333,-0.06283963249164826,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,223.5,VAL-92fcf664aef8e9ef3fdfa005,明显偏贵
688348.SH,昱能科技,VAL-eeb04eea6806fb9488cb2925,2026-09-03,2026-09-04,VAL-d4fe5e29e00a9f1b078b3003,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,18.796902,29.239625,45.947982,19.239924,29.928771,47.030926,-0.02302619583456511,SSE,0,0,,,,,7,,0.56,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.85,VAL-eeb04eea6806fb9488cb2925,偏贵
688350.SH,富淼科技,VAL-408bcf57be99655eec9c5aa6,2026-09-03,2026-09-04,VAL-e3cf03f6ca28fab14d9833bd,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.60179,19.336317,30.938107,2.926588,6.694809,12.720137,2.215552481619873,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.9,VAL-408bcf57be99655eec9c5aa6,偏贵
688352.SH,颀中科技,VAL-f7c1d37d148bd4e946a9967b,2026-08-26,2026-08-27,VAL-2f156b4940df50d1ca1cbe55,2026-09-04,沿用,本周已复核、合理价值不变,3.577785,8.91898,16.703976,3.375,8.75,16.625,,SSE,0,0,,,2026,1,1,0.25482800502384245,0.25,-0.01894613201320139,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,16.41,VAL-f7c1d37d148bd4e946a9967b,偏贵
688356.SH,键凯科技,VAL-91714bd8cffafe460fc92025,2026-08-26,2026-08-27,VAL-6be43aece5eb10e464c76b90,2026-09-04,沿用,本周已复核、合理价值不变,6.385056,14.671545,29.155294,24.6402,62.127,120.029364,,SSE,0,0,,,,0,2,,1.755,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,79.8,VAL-91714bd8cffafe460fc92025,明显偏贵
688357.SH,建龙微纳,VAL-5a100d39d7b5ee9ec1ed5146,2026-08-26,2026-08-27,VAL-8323c7e1a40dbfb7efac2f6c,2026-09-04,沿用,本周已复核、合理价值不变,12.804099,29.290422,54.856776,15.3225,39.725,75.4775,,SSE,0,0,,,,0,2,,1.135,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.53,VAL-5a100d39d7b5ee9ec1ed5146,基本合理
688361.SH,中科飞测,VAL-b088a9dbc7eece31aeb238de,2026-08-26,2026-08-27,VAL-5a49c2fb2d5b9f07db8b0346,2026-09-04,沿用,本周已复核、合理价值不变,13.062267,21.770445,34.832711,24.596,55.814,111.255907,,SSE,0,0,,,,0,10,,0.784,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,299.8,VAL-b088a9dbc7eece31aeb238de,明显偏贵
688362.SH,甬矽电子,VAL-c217222ab3f90830d8de3a81,2026-08-26,2026-08-27,VAL-13b73124da5f76da4bf8b94f,2026-09-04,沿用,本周已复核、合理价值不变,8.398297,13.997161,22.395458,6.44625,15.3755,29.21345,,SSE,0,0,,,,0,4,,0.4775,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,58.6,VAL-c217222ab3f90830d8de3a81,明显偏贵
688368.SH,晶丰明源,VAL-b4bf082659a2a869ce74f04e,2026-08-26,2026-08-27,VAL-afa386c63965608c7dfda017,2026-09-04,沿用,本周已复核、合理价值不变,14.40382,32.949916,61.710486,25.164,60.0208,114.03952,,SSE,0,0,,,,0,4,,1.5,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,146.61,VAL-b4bf082659a2a869ce74f04e,明显偏贵
688371.SH,菲沃泰,VAL-0ea84550f57768c072c5ec9f,2026-09-03,2026-09-04,VAL-d26e0279cbe055a9f7410ae0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.13422,8.557033,13.691252,5.243794,8.739657,13.983451,-0.02089598626261846,SSE,0,0,,,,,1,,0.19,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.69,VAL-0ea84550f57768c072c5ec9f,明显偏贵
688372.SH,伟测科技,VAL-1ca6d73cd07f857427343895,2026-09-03,2026-09-04,VAL-717f11c768b9d044ca6fa414,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,35.100721,82.601696,154.701176,45.307386,112.945763,211.531279,-0.25623965308898855,SSE,0,0,,,2026,2,5,2.500051332414932,2.57,0.027978892544378464,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,114.5,VAL-1ca6d73cd07f857427343895,偏贵
688375.SH,国博电子,VAL-a8a6e97f5ddc483f36b08cc9,2026-08-26,2026-08-27,VAL-6bba3a0aefb1b969d839958b,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,20.855318,47.325528,88.439581,25.245,58.0635,110.078719,,SSE,0,0,,,2026,6,17,0.8355495810591312,0.962352941176,0.15176042570224801,机构EPS变化+15.2%,2026-09-04,73.17,VAL-a8a6e97f5ddc483f36b08cc9,偏贵
688378.SH,奥来德,VAL-000fe149c7cd5c053d71cbca,2026-08-26,2026-08-27,VAL-9da6e424fafa2be803451cc9,2026-09-04,沿用,本周已复核、合理价值不变,10.411689,22.966962,45.277725,28.236,64.074,126.317314,,SSE,0,0,,,,0,8,,1.292857142857,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,42.09,VAL-000fe149c7cd5c053d71cbca,偏贵
688380.SH,中微半导,VAL-efb9570930d74a4a884062de,2026-08-26,2026-08-27,VAL-e983c9e36bb849dfd02067c7,2026-09-04,沿用,本周已复核、合理价值不变,9.638154,22.048064,41.292875,12.015,31.15,59.185,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,38.34,VAL-efb9570930d74a4a884062de,偏贵
688381.SH,帝奥微,VAL-e1eaa5478137aff7a9b8cfa0,2026-08-26,2026-08-27,VAL-3f6aa5e8229097aa08fa4353,2026-09-04,沿用,本周已复核、合理价值不变,9.66985,16.116417,25.786267,1.2285,2.78775,5.556915,,SSE,0,0,,,,0,5,,0.034,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,35.48,VAL-e1eaa5478137aff7a9b8cfa0,明显偏贵
688383.SH,新益昌,VAL-13e390a8930a0a6d7f0d98a3,2026-08-26,2026-08-27,VAL-da39c7cadce7e1d77726e530,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,11.292145,18.820242,30.112387,30.65088,69.55392,135.977914,,SSE,0,0,,,2026,2,5,0.9791097151182373,1.212,0.23785923199999992,机构EPS变化+23.8%,2026-09-04,120.98,VAL-13e390a8930a0a6d7f0d98a3,明显偏贵
688385.SH,复旦微电,VAL-673b9d9c2610614d9dc55206,2026-08-26,2026-08-27,VAL-dae9bf87c96f88aa00ed4aac,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,11.391586,27.383619,50.385859,16.2405,38.7366,73.59954,,SSE,0,0,,,2026,1,5,1.4604596927389477,4.74,2.2455534538653366,机构EPS变化+224.6%,2026-09-04,54.32,VAL-673b9d9c2610614d9dc55206,明显偏贵
688386.SH,泛亚微透,VAL-6e7d0b01aa8b2c26a5a66a73,2026-09-03,2026-09-04,VAL-d46578012e23ce6601b8aea2,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,15.034792,37.647216,74.812548,23.314286,55.10989,109.514374,-0.32824276024270893,SSE,0,0,,,2026,1,6,1.2047109256980681,1.766666666667,0.4664652150002768,机构EPS变化+46.6%,2026-09-04,48.0,VAL-6e7d0b01aa8b2c26a5a66a73,偏贵
688387.SH,信科移动,VAL-735a9d197bf2e00d8ac104e8,2026-09-03,2026-09-04,VAL-7526630550a28d10b12c3bf4,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.567474,2.612456,4.17993,1.545313,2.575521,4.120834,0.014340786355383273,SSE,0,0,,,,,2,,-0.005,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.5,VAL-735a9d197bf2e00d8ac104e8,明显偏贵
688390.SH,固德威,VAL-74f2eabd41143dcdcfaddf85,2026-09-03,2026-09-04,VAL-b4ab12f3b0e274edf00de01e,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,33.532638,81.946625,161.551917,39.892925,97.48981,192.194197,-0.1594339492513378,SSE,0,0,,,2026,4,11,3.2277883094554256,3.5902,0.11227864277311239,机构EPS变化+11.2%,2026-09-04,61.22,VAL-74f2eabd41143dcdcfaddf85,基本合理
688392.SH,骄成超声,VAL-18229d61d7b9598930648a30,2026-09-03,2026-09-04,VAL-98f90e9003f09dae164b56cd,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,28.090777,66.400474,131.951023,27.929026,66.01813,131.191228,0.005791500489913615,SSE,0,0,,,2026,6,13,2.245103169331064,2.178153846154,-0.029820154410548416,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,161.77,VAL-18229d61d7b9598930648a30,明显偏贵
688396.SH,华润微,VAL-619b3078f12bac65ddb5f0c3,2026-08-26,2026-08-27,VAL-ec729ce28db3f15431deef7d,2026-09-04,沿用,本周已复核、合理价值不变,11.753418,25.926657,51.68047,19.5,44.25,88.205,,SSE,0,0,,,,0,7,,0.885714285714,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,56.55,VAL-619b3078f12bac65ddb5f0c3,明显偏贵
688400.SH,凌云光,VAL-08ca0db11cba54dc7d5bf9f2,2026-09-03,2026-09-04,VAL-90000a144aba2ec71fd6c008,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.364385,18.450849,36.37453,14.18961,32.199499,63.479013,-0.42194979429331136,SSE,0,0,,,,,5,,0.876,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,44.36,VAL-08ca0db11cba54dc7d5bf9f2,明显偏贵
688401.SH,路维光电,VAL-0d030950a6ae9ed8bc573c94,2026-08-31,2026-09-01,VAL-7b059aa06e2685dd32622be3,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,52.588082,84.725242,152.237627,33.419797,73.720141,145.333993,0.28162594232600724,SSE,0,0,,,2026,1,5,1.6945048493222916,1.844,0.08822350124137923,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,63.35,VAL-0d030950a6ae9ed8bc573c94,基本合理
688408.SH,中信博,VAL-2687f4d04316ba98af94e4d2,2026-09-03,2026-09-04,VAL-4ca690a2535d36421aee82a3,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.964115,24.833068,39.023392,16.660324,25.916059,40.725236,-0.04178842528732407,SSE,0,0,,,,,6,,2.611666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.86,VAL-2687f4d04316ba98af94e4d2,基本合理
688409.SH,富创精密,VAL-3e2d5d8b7e8f364e5e6b869d,2026-09-03,2026-09-04,VAL-68becd826279acf1c20375db,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,13.615096,22.691826,36.306921,25.757944,58.45072,114.271157,-0.5688457662741211,SSE,0,0,,,2026,2,9,1.111979173325683,1.23,0.10613582475770911,机构EPS变化+10.6%,2026-09-04,179.1,VAL-3e2d5d8b7e8f364e5e6b869d,明显偏贵
688411.SH,海博思创,VAL-806a0fbee53cb3f9bff9c3df,2026-09-03,2026-09-04,VAL-225624cf7ecfd9110b5f291a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,133.859757,316.415291,628.780466,142.614718,337.110111,669.905213,-0.06138890301214739,SSE,0,0,,,2026,5,17,10.86076994966579,11.010625,0.013797829346235302,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,177.41,VAL-806a0fbee53cb3f9bff9c3df,基本合理
688416.SH,恒烁股份,VAL-1d43bdfad625067f19a8f1b1,2026-08-26,2026-08-27,VAL-b7dcfbdbc27d0441ffa04ac3,2026-09-04,沿用,本周已复核、合理价值不变,17.249789,31.04962,51.749367,16.030188,28.854339,48.090565,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,70.91,VAL-1d43bdfad625067f19a8f1b1,明显偏贵
688418.SH,震有科技,VAL-b69624fb849455f68043ce7d,2026-08-26,2026-08-27,VAL-2ad6298d516a9b6389c66470,2026-09-04,沿用,本周已复核、合理价值不变,3.41875,5.697917,9.116667,9.46875,20.32625,39.0264,,SSE,0,0,,,,0,2,,0.505,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.45,VAL-b69624fb849455f68043ce7d,明显偏贵
688419.SH,耐科装备,VAL-7c1958744891f8e8a2fea6d5,2026-08-26,2026-08-27,VAL-d6c48021bcfdc6fcfada365c,2026-09-04,沿用,本周已复核、合理价值不变,8.883869,20.413303,40.565315,16.657255,36.743945,73.24293,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,47.1,VAL-7c1958744891f8e8a2fea6d5,明显偏贵
688429.SH,时创能源,VAL-29f360c9b700275754fa7631,2026-09-03,2026-09-04,VAL-d2f092a11211e1cb31b2f820,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.544049,3.95741,6.218787,2.901154,4.512906,7.09171,-0.12309058734350686,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,10.02,VAL-29f360c9b700275754fa7631,明显偏贵
688432.SH,有研硅,VAL-444df96a9a02392e35801e48,2026-08-26,2026-08-27,VAL-51563470bf54a1165bd42c51,2026-09-04,沿用,本周已复核、合理价值不变,3.153013,6.955175,13.597368,4.914,11.8944,23.253552,,SSE,0,0,,,,0,1,,0.21,,本周已复核，未发现触发下一版估值的新有效事实,,,,
688439.SH,振华风光,VAL-39ffd1e93e39a0d89eb1a0d3,2026-09-03,2026-09-04,VAL-e30db1a1c80b8bd6a727170d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.941224,21.929171,40.980138,15.955883,35.1968,65.77402,-0.37695555480442733,SSE,0,0,,,,,1,,0.63,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,38.63,VAL-39ffd1e93e39a0d89eb1a0d3,偏贵
688449.SH,联芸科技,VAL-890ba824b14ac76b0e42ac53,2026-08-26,2026-08-27,VAL-98d5896a714162c846315869,2026-09-04,沿用,本周已复核、合理价值不变,6.817345,15.038262,29.976269,7.878,17.877,35.63482,,SSE,0,0,,,,0,3,,0.336666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,61.0,VAL-890ba824b14ac76b0e42ac53,明显偏贵
688456.SH,有研粉材,VAL-055136f3bab410bf4a523e84,2026-09-03,2026-09-04,VAL-f043475241e095e415bcea98,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.738325,19.989633,37.437727,21.670847,50.997492,95.511017,-0.6046702264654762,SSE,0,0,,,,,2,,1.54,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,71.03,VAL-055136f3bab410bf4a523e84,明显偏贵
688458.SH,美芯晟,VAL-12f7bd9605ac5e3caae206c9,2026-09-03,2026-09-04,VAL-fd50eafe0c2808a1b696111e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,14.695412,24.492353,39.187764,14.692318,24.487197,39.179515,0.00021056922220719088,SSE,0,0,,,,,2,,0.405,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,35.95,VAL-12f7bd9605ac5e3caae206c9,偏贵
688469.SH,芯联集成,VAL-cf054a553bfac91e912755c6,2026-08-26,2026-08-27,VAL-6dc79db13d57ba053fc2b78b,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,1.592801,3.185602,5.574804,1.592801,3.185602,5.574804,,SSE,0,0,,,2026,6,9,0.05964674450337463,0.052222222222,-0.12447489537261458,机构EPS变化-12.4%,2026-09-04,8.3,VAL-cf054a553bfac91e912755c6,明显偏贵
688472.SH,阿特斯,VAL-726fb7421755ff430b9d3fca,2026-09-03,2026-09-04,VAL-8d7040a7119db8b58d3ce36b,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,5.614685,9.357809,14.972494,6.885917,16.827714,33.174636,-0.3686123394599503,SSE,0,0,,,2026,4,10,0.3483945061073182,0.4752,0.36397099170565306,机构EPS变化+36.4%,2026-09-04,8.78,VAL-726fb7421755ff430b9d3fca,基本合理
688475.SH,萤石网络,VAL-3139ee0396f4d175f860c003,2026-08-26,2026-08-27,VAL-48d5935fe867f76e632f7fb1,2026-09-04,沿用,本周已复核、合理价值不变,20.397867,46.287467,91.252434,18.8604,43.896,84.807072,,SSE,0,0,,,2026,6,15,0.933968253968254,0.931333333333,-0.0028212100615399027,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.3,VAL-3139ee0396f4d175f860c003,基本合理
688484.SH,南芯科技,VAL-0753dead26521c56a542716e,2026-08-26,2026-08-27,VAL-9e90283f63c7ec2e6bfe8dbb,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,11.162055,26.831864,53.484849,17.316,41.625,82.9725,,SSE,0,0,,,2026,1,2,0.47701091492166603,0.13,-0.7274695485294118,机构EPS变化-72.7%,2026-09-04,34.65,VAL-0753dead26521c56a542716e,偏贵
688486.SH,龙迅股份,VAL-8d2bf2c18f5250874c42d7a2,2026-08-26,2026-08-27,VAL-2735cafa554dfcf70316c0b3,2026-09-04,沿用,本周已复核、合理价值不变,18.319113,41.906468,78.484828,29.565,70.518,133.9842,,SSE,0,0,,,,0,3,,2.19,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.47,VAL-8d2bf2c18f5250874c42d7a2,基本合理
688498.SH,源杰科技,VAL-b8763a2faaf00a4563df70d1,2026-09-03,2026-09-04,VAL-c4c795cc13c40d7b91f8aadb,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,287.377443,652.125736,1299.903967,244.760402,555.417836,1107.132887,0.1741173833322871,SSE,0,0,,,2026,3,14,11.357395327405314,9.520769230769,-0.16171191049452582,机构EPS变化-16.2%,2026-09-04,1466.0,VAL-b8763a2faaf00a4563df70d1,明显偏贵
688502.SH,茂莱光学,VAL-3c6b97ce4b2e04b647ef615e,2026-09-03,2026-09-04,VAL-af6272d457974bad28e1efdc,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,21.305604,35.50934,56.814944,20.563636,48.607955,96.593727,-0.17863759993607775,SSE,0,0,,,,,8,,1.622875,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,406.5,VAL-3c6b97ce4b2e04b647ef615e,明显偏贵
688503.SH,聚和材料,VAL-1d79a7afa3e246e42e0d1543,2026-09-03,2026-09-04,VAL-777326cffe4e924297c6c49d,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,15.079075,32.955625,64.96966,28.153441,68.801014,135.636284,-0.5045642822704743,SSE,0,0,,,2026,5,16,1.208922843837871,2.020866666667,0.6716258419367078,机构EPS变化+67.2%,2026-09-04,64.07,VAL-1d79a7afa3e246e42e0d1543,偏贵
688506.SH,百利天恒,VAL-fea7131563bfe8f14f3077ca,2026-09-03,2026-09-04,VAL-5ccd8938fc3d4dcbdafd9195,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.166659,20.099986,33.499976,13.669353,24.604835,41.008058,-0.1830879599588109,SSE,0,0,,,,,9,,-2.621111111111,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,261.5,VAL-fea7131563bfe8f14f3077ca,明显偏贵
688507.SH,索辰科技,VAL-5c115e54993fda3791958839,2026-08-26,2026-08-27,VAL-e80c87090c2fdff39a020750,2026-09-04,沿用,本周已复核、合理价值不变,27.394462,45.657437,73.0519,15.39252,36.44784,69.85836,,SSE,0,0,,,,0,6,,0.806666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,147.0,VAL-5c115e54993fda3791958839,明显偏贵
688508.SH,芯朋微,VAL-0e66e60b5bf383103dc7a2f9,2026-08-26,2026-08-27,VAL-00e8a813322f488bf9c3fb69,2026-09-04,沿用,本周已复核、合理价值不变,35.81896,81.281486,162.021095,36.27,82.305,164.0613,,SSE,0,0,,,2026,3,8,1.5307247762487808,1.5075,-0.015172404999999944,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,82.89,VAL-0e66e60b5bf383103dc7a2f9,偏贵
688509.SH,正元地信,VAL-69adac7cea2639ee4a64dd6e,2026-09-03,2026-09-04,VAL-b31c810aefb9bfc45cac358c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.374637,2.474347,4.123912,1.431785,2.577213,4.295356,-0.03991371410013178,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,4.24,VAL-69adac7cea2639ee4a64dd6e,明显偏贵
688510.SH,航亚科技,VAL-ef571ebf9251815aaf398cff,2026-08-26,2026-08-27,VAL-36e57ae1bac7014921754546,2026-09-04,沿用,本周已复核、合理价值不变,12.097212,27.141181,51.366623,12.964286,27.83,53.4336,,SSE,0,0,,,2026,1,9,0.6203698446187008,0.616666666667,-0.00596930683176089,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,26.16,VAL-ef571ebf9251815aaf398cff,基本合理
688511.SH,天微电子,VAL-ddc9dc129d5b650ae2cfadde,2026-09-03,2026-09-04,VAL-1a8b87947b768e3edc1284e0,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,5.503458,9.17243,14.675888,1.659501,3.660665,6.94001,1.758539489181353,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.02,VAL-ddc9dc129d5b650ae2cfadde,明显偏贵
688512.SH,慧智微,VAL-28dd30d9d6f606ec0911d143,2026-09-03,2026-09-04,VAL-4a8d40fdf8324308acdd59bc,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.914491,4.857485,7.771977,3.064055,5.106759,8.170814,-0.04881251733303449,SSE,0,0,,,,,1,,-0.22,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,13.39,VAL-28dd30d9d6f606ec0911d143,明显偏贵
688515.SH,裕太微,VAL-cf1798a173200a60e80620bb,2026-09-03,2026-09-04,VAL-441c4500e7e6b6cf818fa1a6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,17.978518,32.361332,53.935553,18.335703,33.004265,55.007108,-0.019480300416237162,SSE,0,0,,,,,3,,-0.84,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,141.92,VAL-cf1798a173200a60e80620bb,明显偏贵
688516.SH,奥特维,VAL-8d9c23965e3016cafd75276c,2026-08-26,2026-08-27,VAL-f7d9bdc5de94d05769e5562f,2026-09-04,沿用,本周已复核、合理价值不变,20.258784,49.508153,97.601787,20.10762,49.13874,96.873516,,SSE,0,0,,,2026,3,14,1.9979076959223683,1.978928571429,-0.009499500168152819,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,41.08,VAL-8d9c23965e3016cafd75276c,基本合理
688521.SH,芯原股份,VAL-93b8655676cd7ba9b559d385,2026-08-26,2026-08-27,VAL-4027352db2d7d891f29fedbd,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,5.006401,8.344002,13.350402,7.67936,17.873067,34.530765,,SSE,0,0,,,2026,2,14,0.2091591662142126,0.378666666667,0.8104234852379573,机构EPS变化+81.0%,2026-09-04,183.77,VAL-93b8655676cd7ba9b559d385,明显偏贵
688522.SH,纳睿雷达,VAL-e56fbc1793e6cc431e5fa06f,2026-08-26,2026-08-27,VAL-a37c9b4c22b36e978114b062,2026-09-04,沿用,本周已复核、合理价值不变,5.245843,12.000294,22.474836,8.775,22.75,43.225,,SSE,0,0,,,,0,1,,0.42,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.73,VAL-e56fbc1793e6cc431e5fa06f,偏贵
688523.SH,航天环宇,VAL-def7f0b8067e9cbb02f4f9c5,2026-08-26,2026-08-27,VAL-34f3904b30111a6d4426f1aa,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,2.396284,5.376278,10.17499,3.0,6.44,12.3648,,SSE,0,0,,,2026,1,2,0.12288635469917421,0.145,0.1799519999999999,机构EPS变化+18.0%,2026-09-04,41.03,VAL-def7f0b8067e9cbb02f4f9c5,明显偏贵
688525.SH,佰维存储,VAL-6291f52a8cb0ea1d8bb8f1d8,2026-08-26,2026-08-27,VAL-725cfc6d353c13faf204f305,2026-09-04,沿用,本周已复核、合理价值不变,139.188827,307.034178,564.942887,353.3775,812.76825,1625.5365,,SSE,0,0,,,,0,10,,19.5641,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,213.29,VAL-6291f52a8cb0ea1d8bb8f1d8,基本合理
688531.SH,日联科技,VAL-1474080e29aae7afc94d2a9b,2026-08-26,2026-08-27,VAL-e14b489dc757ffb04fd3aba2,2026-09-04,沿用,本周已复核、合理价值不变,27.131428,61.567471,119.57771,45.8055,103.94325,207.193545,,SSE,0,0,,,2026,5,20,1.9324378774515412,1.938,0.002878293068750093,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,130.41,VAL-1474080e29aae7afc94d2a9b,明显偏贵
688535.SH,华海诚科,VAL-cb62ec0ceeec14ba780cbdc7,2026-09-03,2026-09-04,VAL-313060c8015082ab079342d6,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.478597,15.243757,28.925028,5.827271,13.711225,26.017049,0.11177206270124351,SSE,0,0,,,,,1,,0.75,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,94.48,VAL-cb62ec0ceeec14ba780cbdc7,明显偏贵
688536.SH,思瑞浦,VAL-2fec9ac14794658d0656a026,2026-08-26,2026-08-27,VAL-b0c3dff3dc8a35e2cd6dcf0c,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,70.251753,165.321788,309.624092,36.276429,86.526,164.3994,,SSE,0,0,,,2026,3,14,5.003686085007884,3.380714285714,-0.3243552396615479,机构EPS变化-32.4%,2026-09-04,292.9,VAL-2fec9ac14794658d0656a026,偏贵
688543.SH,国科军工,VAL-522dc277019a6000718ba339,2026-08-26,2026-08-27,VAL-edc64abb720783fba24837d2,2026-09-04,沿用,本周已复核、合理价值不变,30.476624,73.261116,136.90671,35.97,82.731,156.844188,,SSE,0,0,,,2026,1,10,1.2210185968889367,1.275555555556,0.044665133525418454,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,42.89,VAL-522dc277019a6000718ba339,基本合理
688545.SH,兴福电子,VAL-b05671891b8f5a8aa7a33856,2026-08-26,2026-08-27,VAL-bd062d395f683eae16c47f14,2026-09-04,沿用,本周已复核、合理价值不变,18.078667,43.458333,85.675,18.8097,42.68355,84.14757,,SSE,0,0,,,2026,1,9,0.8277777777777777,0.853333333333,0.030872483221073832,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,71.5,VAL-b05671891b8f5a8aa7a33856,偏贵
688548.SH,广钢气体,VAL-3a432bae7a5947e2f8853b60,2026-09-03,2026-09-04,VAL-352593130c17d1320c3a3edf,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,6.91097,15.244787,30.05401,7.432296,16.865594,33.249314,-0.08816127655528938,SSE,0,0,,,,,10,,0.361818181818,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.77,VAL-3a432bae7a5947e2f8853b60,偏贵
688549.SH,中巨芯,VAL-a6ca751efb0f5a87b2c3bcf3,2026-08-26,2026-08-27,VAL-f5cab816384592625bb0f3b9,2026-09-04,沿用,本周已复核、合理价值不变,1.838256,3.06376,4.902016,1.838256,3.06376,4.902016,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.75,VAL-a6ca751efb0f5a87b2c3bcf3,明显偏贵
688550.SH,瑞联新材,VAL-ee030357e061e7edad31e045,2026-08-26,2026-08-27,VAL-cea38e7c22baff8450d405a4,2026-09-04,沿用,本周已复核、合理价值不变,28.589698,67.279461,126.004818,29.727,70.9044,134.71836,,SSE,0,0,,,2026,3,7,2.036303283973917,2.115714285714,0.03899762985458133,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,36.27,VAL-ee030357e061e7edad31e045,基本合理
688552.SH,航天南湖,VAL-c0e4733c40618c26188357fd,2026-09-03,2026-09-04,VAL-2457cdda95d32be9a1cf348a,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,6.889871,11.483119,18.37299,6.891734,11.486224,18.377958,-0.00027032383031877494,SSE,0,0,,,2026,1,7,0.2579703956732138,0.197142857143,-0.23579270935905217,机构EPS变化-23.6%,2026-09-04,31.93,VAL-c0e4733c40618c26188357fd,明显偏贵
688556.SH,高测股份,VAL-4a6ca23f8b8b9c80534c2326,2026-09-03,2026-09-04,VAL-83ef0853cb3b96da2a67f481,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.735066,5.810103,9.130161,4.218435,6.56201,10.31173,-0.11458488030874425,SSE,0,0,,,,,9,,-0.05925,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,7.87,VAL-4a6ca23f8b8b9c80534c2326,偏贵
688560.SH,明冠新材,VAL-863c6c337939cbfbb3a74a5a,2026-09-03,2026-09-04,VAL-2f24589cc6400011a47b7fe7,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.452692,17.815299,27.99547,11.471301,17.844246,28.040958,-0.0016222109039956134,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,12.22,VAL-863c6c337939cbfbb3a74a5a,基本合理
688561.SH,奇安信,VAL-787d8c1d13f99c2cfa757075,2026-09-03,2026-09-04,VAL-fa58e644995c0b08d71b1e4e,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.284788,15.474647,24.759435,9.314436,15.524059,24.838495,-0.003182962574825976,SSE,0,0,,,,,3,,-0.96,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.81,VAL-787d8c1d13f99c2cfa757075,明显偏贵
688562.SH,航天软件,VAL-727a6e45009bf955de68a5df,2026-09-03,2026-09-04,VAL-183108c08205ad2e0704146d,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.065371,7.317667,12.196112,4.167371,7.501268,12.502114,-0.024475947880468252,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.63,VAL-727a6e45009bf955de68a5df,明显偏贵
688563.SH,航材股份,VAL-8458fc107553e729095f9007,2026-08-26,2026-08-27,VAL-70f7b1ea49c452da5239b7e0,2026-09-04,沿用,本周已复核、合理价值不变,26.468644,58.386714,109.110171,31.570909,72.613091,137.662318,,SSE,0,0,,,,0,12,,1.305454545455,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,52.91,VAL-8458fc107553e729095f9007,基本合理
688568.SH,中科星图,VAL-761cc925fe8bf0e6c25cf34b,2026-08-26,2026-08-27,VAL-60d0ede6a081fb4facdbbd85,2026-09-04,沿用,本周已复核、合理价值不变,3.849716,6.416193,10.265909,12.72,29.256,55.4645,,SSE,0,0,,,,0,2,,0.53,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.29,VAL-761cc925fe8bf0e6c25cf34b,明显偏贵
688569.SH,铁科轨道,VAL-d68a6b9bd42976a9d8614b9e,2026-08-26,2026-08-27,VAL-72650adc172fea277139f855,2026-09-04,沿用,本周已复核、合理价值不变,13.790138,31.546068,59.081279,14.85,38.5,73.15,,SSE,0,0,,,,0,1,,1.1,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,18.85,VAL-d68a6b9bd42976a9d8614b9e,基本合理
688577.SH,浙海德曼,VAL-e150fa421b828fd2b41ab664,2026-09-03,2026-09-04,VAL-088d832a85aea4f61e1e83db,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,9.143015,20.460711,40.336831,8.363467,18.716199,36.897649,0.09320868285450801,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.02,VAL-e150fa421b828fd2b41ab664,明显偏贵
688579.SH,地纬智能,VAL-041848ddb1f6d2b5cd6e6f64,2026-08-26,2026-08-27,VAL-52782a9a628e9c61624da731,2026-09-04,沿用,本周已复核、合理价值不变,3.101421,5.169035,8.270456,0.849674,1.943699,3.693029,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.07,VAL-041848ddb1f6d2b5cd6e6f64,偏贵
688582.SH,芯动联科,VAL-56e573edac06d81fd7c7597b,2026-08-26,2026-08-27,VAL-59c42712faa9d2f611595b76,2026-09-04,沿用,本周已复核、合理价值不变,11.400909,25.149064,46.997314,24.693333,56.794667,107.673222,,SSE,0,0,,,,0,9,,1.028888888889,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.71,VAL-56e573edac06d81fd7c7597b,偏贵
688583.SH,思看科技,VAL-c66607d5008608f3f86cb048,2026-08-26,2026-08-27,VAL-666f6b03e2b9d1889118f261,2026-09-04,沿用,本周已复核、合理价值不变,9.088938,20.339694,40.098254,29.67276,68.3102,134.66868,,SSE,0,0,,,,0,5,,1.384,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,80.3,VAL-c66607d5008608f3f86cb048,明显偏贵
688584.SH,上海合晶,VAL-99afae13b3eca5638a3f4e93,2026-09-03,2026-09-04,VAL-e937611367dc6d1563680d5c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.877342,6.770217,13.235775,5.731689,14.696637,28.731926,-0.5277361933620994,SSE,0,0,,,,,2,,0.25,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.07,VAL-99afae13b3eca5638a3f4e93,明显偏贵
688585.SH,上纬新材,VAL-b907dbb139f347f3b1db8caf,2026-08-26,2026-08-27,VAL-1ce3efc171406c08b87d22b6,2026-09-04,沿用,本周已复核、合理价值不变,2.918474,5.253253,8.755422,3.224316,5.80377,9.672949,,SSE,0,0,,,,0,1,,14.09,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,139.37,VAL-b907dbb139f347f3b1db8caf,明显偏贵
688586.SH,江航装备,VAL-cd15c778a36878e350631a55,2026-09-03,2026-09-04,VAL-e24c270f50cffcc370addf17,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,1.453865,3.261876,6.173333,1.601715,3.392351,6.420266,-0.05573114171899218,SSE,0,0,,,2026,1,3,0.07455715991387137,0.076666666667,0.028293818535544357,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,11.36,VAL-cd15c778a36878e350631a55,明显偏贵
688591.SH,泰凌微,VAL-55fafffc0ddf7bed6ab57c9e,2026-08-26,2026-08-27,VAL-dcf8a9d2764e2e5d0fe8575f,2026-09-04,沿用,本周已复核、合理价值不变,3.253393,7.442402,13.938557,14.445,37.45,71.155,,SSE,0,0,,,,0,1,,0.64,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,28.64,VAL-55fafffc0ddf7bed6ab57c9e,明显偏贵
688592.SH,司南导航,VAL-2a8ba9ae37e4246c91b43982,2026-09-03,2026-09-04,VAL-1bafd7ff5c24af77229bafab,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.202231,14.764016,24.606694,11.816083,21.26895,35.44825,-0.305841798616311,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.9,VAL-2a8ba9ae37e4246c91b43982,偏贵
688595.SH,芯海科技,VAL-54922a2c65ba70b1798f0c4b,2026-09-03,2026-09-04,VAL-eeb35952208a2b3b756a6d4f,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.991939,8.985491,14.975818,4.946064,8.902915,14.838192,0.009275124180634586,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,29.15,VAL-54922a2c65ba70b1798f0c4b,明显偏贵
688596.SH,正帆科技,VAL-7420308afe00c0ae364593c6,2026-09-03,2026-09-04,VAL-4d0e808cedd45459a8dc99b9,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,9.729151,16.215252,25.944403,11.458509,19.097515,30.556023,-0.15092346438790594,SSE,0,0,,,2026,1,3,0.4375603477171833,0.59,0.3483854354676259,机构EPS变化+34.8%,2026-09-04,60.4,VAL-7420308afe00c0ae364593c6,明显偏贵
688598.SH,金博股份,VAL-47c445f4a9b1f429aeb60f00,2026-08-26,2026-08-27,VAL-b1a13d4ba4b7c159c2df26d4,2026-09-04,沿用,本周已复核、合理价值不变,16.513583,27.522639,44.036223,16.734038,27.890063,44.624101,,SSE,0,0,,,,0,3,,-0.573333333333,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,31.79,VAL-47c445f4a9b1f429aeb60f00,偏贵
688599.SH,天合光能,VAL-e7293e56fe8f90e4b2fb13ab,2026-08-26,2026-08-27,VAL-d4777f3b8f17a6000262fd7b,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,7.9465,12.361222,19.424778,7.9465,12.361222,19.424778,,SSE,0,0,,,2026,4,13,0.11141620434697655,-0.031333333333,-1.2812277937185919,机构EPS变化-128.1%,2026-09-04,11.25,VAL-e7293e56fe8f90e4b2fb13ab,基本合理
688600.SH,皖仪科技,VAL-a72fe8ad30c6aa831604f9bf,2026-08-26,2026-08-27,VAL-e931727bf41283d42e7ea14e,2026-09-04,沿用,本周已复核、合理价值不变,17.50981,39.733799,74.252536,18.36,42.228,80.05725,,SSE,0,0,,,2026,2,2,0.7015148043007534,0.7,-0.002159333333333402,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,33.1,VAL-a72fe8ad30c6aa831604f9bf,基本合理
688601.SH,力芯微,VAL-996aa41bf7696e70b0c29931,2026-09-03,2026-09-04,VAL-1cc812ee88a40462a6d0fa88,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.392876,13.988127,22.381003,8.396471,13.994119,22.39059,-0.00042817094145353174,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,60.51,VAL-996aa41bf7696e70b0c29931,明显偏贵
688608.SH,恒玄科技,VAL-74cf45f71ec9172c4d68dcc9,2026-08-26,2026-08-27,VAL-2958a5a27745a60d5906f835,2026-09-04,沿用,本周已复核、合理价值不变,81.285769,184.456168,367.682629,84.7665,192.35475,383.427135,,SSE,0,0,,,2026,3,15,3.4737508183098798,3.406666666667,-0.019311733958948474,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,103.55,VAL-74cf45f71ec9172c4d68dcc9,基本合理
688610.SH,埃科光电,VAL-ae81872089180a899744f95e,2026-08-26,2026-08-27,VAL-4d1deaae654524bd6df1f057,2026-09-04,沿用,本周已复核、合理价值不变,23.491765,58.823529,116.894118,45.812,103.958,207.222947,,SSE,0,0,,,2026,1,9,1.8823529411764706,2.028888888889,0.07784722222228124,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,149.46,VAL-ae81872089180a899744f95e,明显偏贵
688622.SH,ST禾信,VAL-f5a01cb5b8083f52ca28beca,2026-08-26,2026-08-27,VAL-e92e2f9fa6136e564a298433,2026-09-04,沿用,本周已复核、合理价值不变,4.033279,7.259902,12.099837,4.200182,7.560328,12.600547,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,100.0,VAL-f5a01cb5b8083f52ca28beca,明显偏贵
688627.SH,精智达,VAL-dadf3f6df9311a878cdd84c9,2026-08-26,2026-08-27,VAL-c02bb08955cdb1a4493234d0,2026-09-04,沿用,本周已复核、合理价值不变,23.148169,55.644638,102.386134,71.8848,163.1232,325.158912,,SSE,0,0,,,2026,1,8,2.9677140158452953,2.77625,-0.06451565576164875,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,441.58,VAL-dadf3f6df9311a878cdd84c9,明显偏贵
688628.SH,优利德,VAL-7129a87eb7dd0ad2ba77b174,2026-08-26,2026-08-27,VAL-ae58f51e7a4eec72a43d5f63,2026-09-04,沿用,本周已复核、合理价值不变,27.468429,64.929378,129.027661,43.546691,101.351273,195.810659,,SSE,0,0,,,2026,7,14,2.2009958736874595,2.221428571429,0.009283387572784685,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,76.56,VAL-7129a87eb7dd0ad2ba77b174,偏贵
688629.SH,华丰科技,VAL-6373e27165504a9d650e320b,2026-09-03,2026-09-04,VAL-14c23880652df73857d6a7b1,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,50.305927,98.934989,168.037274,60.74281,119.46086,202.899676,-0.17182088466899703,SSE,0,0,,,2026,4,7,1.2925650424388666,1.53375,0.18659405882280033,机构EPS变化+18.7%,2026-09-04,122.4,VAL-6373e27165504a9d650e320b,偏贵
688630.SH,芯碁微装,VAL-0ae4963ca36c3d4f75260bb3,2026-09-03,2026-09-04,VAL-ba39fc35d601639590011d0c,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,109.036465,247.428902,483.723504,100.415425,227.865772,445.477585,0.08585374446529759,SSE,0,0,,,2026,6,19,4.410539947742623,4.127052631579,-0.06427496848967806,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,370.8,VAL-0ae4963ca36c3d4f75260bb3,偏贵
688631.SH,莱斯信息,VAL-a5166bcd25c3543fd50a6419,2026-09-03,2026-09-04,VAL-d937ea2162dbec49e688f093,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,16.643054,40.007341,74.763718,16.490365,37.420444,69.929455,0.05081700777296794,SSE,0,0,,,2026,1,5,0.6667890132746069,0.654,-0.019179999999999975,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.4,VAL-a5166bcd25c3543fd50a6419,偏贵
688636.SH,智明达,VAL-beeda8a8445eacfd584dd5f1,2026-08-26,2026-08-27,VAL-48ac6db43df81d30ea3f9b16,2026-09-04,沿用,本周已复核、合理价值不变,17.404662,38.392637,71.746241,20.814545,47.873455,90.760091,,SSE,0,0,,,,0,11,,0.867272727273,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,20.41,VAL-beeda8a8445eacfd584dd5f1,基本合理
688652.SH,京仪装备,VAL-52270322738b2a6ca5c922e6,2026-09-03,2026-09-04,VAL-bb4d8d2b018c18a907c07bf5,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,18.757143,44.337798,88.108071,25.257143,59.702381,118.640571,-0.25735293667605763,SSE,0,0,,,2026,2,6,1.5029761904761905,1.7016,0.13215366336633672,机构EPS变化+13.2%,2026-09-04,127.07,VAL-52270322738b2a6ca5c922e6,明显偏贵
688660.SH,电气风电,VAL-de2ac88603131e59a51f086d,2026-08-26,2026-08-27,VAL-88b06c0f2650e996774f876d,2026-09-04,沿用,本周已复核、合理价值不变,2.437882,4.063136,6.501018,2.437882,3.79226,5.959266,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,8.42,VAL-de2ac88603131e59a51f086d,明显偏贵
688661.SH,和林微纳,VAL-75fd80d4b241601a02b132ec,2026-08-26,2026-08-27,VAL-d4ebc537c7e50e66fb1b10b8,2026-09-04,沿用,本周已复核、合理价值不变,7.162454,11.937423,19.099877,18.018,40.887,81.50142,,SSE,0,0,,,,0,2,,0.77,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,96.9,VAL-75fd80d4b241601a02b132ec,明显偏贵
688662.SH,富信科技,VAL-efe7cb551b0fb03210a38c3c,2026-08-26,2026-08-27,VAL-77b08812cf902653914d5415,2026-09-04,沿用,本周已复核、合理价值不变,6.188208,14.219228,28.256451,7.735689,17.501559,33.813011,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,79.5,VAL-efe7cb551b0fb03210a38c3c,明显偏贵
688665.SH,四方光电,VAL-73701384ebc79a01a171c838,2026-08-26,2026-08-27,VAL-6d03fa4c194c165e506f2440,2026-09-04,沿用,本周已复核、合理价值不变,17.363541,39.720519,74.390858,22.95,54.74,104.006,,SSE,0,0,,,,0,2,,1.7,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.84,VAL-73701384ebc79a01a171c838,偏贵
688668.SH,鼎通科技,VAL-0f32c26d793fc30ce817f003,2026-08-26,2026-08-27,VAL-cf911be5e4c687b51525a55f,2026-09-04,沿用,本周已复核、合理价值不变,98.010631,222.40874,438.462945,97.5468,227.032,438.625824,,SSE,0,0,,,2026,2,4,4.4876662631883715,4.81,0.07182658377599993,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,251.43,VAL-0f32c26d793fc30ce817f003,偏贵
688676.SH,金盘科技,VAL-a91b20f1a55d63b847f6ff7c,2026-08-26,2026-08-27,VAL-3088d5fe8e8f4a97370eeb74,2026-09-04,沿用,本周已复核、合理价值不变,19.583789,47.858609,94.349829,27.804981,63.095919,122.546296,,SSE,0,0,,,2026,5,19,1.9313401444856442,1.935944444444,0.002383992261281387,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,68.5,VAL-a91b20f1a55d63b847f6ff7c,偏贵
688680.SH,海优新材,VAL-93c2d8f56db9b6c99823870d,2026-09-03,2026-09-04,VAL-c6bd07750b75d709a4d716bf,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,16.938805,30.489849,50.816415,18.876407,33.977532,56.62922,-0.10264674880712299,SSE,0,0,,,,,4,,-0.8825,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,32.32,VAL-93c2d8f56db9b6c99823870d,偏贵
688682.SH,霍莱沃,VAL-0e49e0e63a71f98469b5da6e,2026-08-26,2026-08-27,VAL-ffbb44c1173c10a65b0b18a3,2026-09-04,沿用,本周已复核、合理价值不变,5.847129,10.524832,17.541386,6.067925,10.922265,18.203776,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.74,VAL-0e49e0e63a71f98469b5da6e,明显偏贵
688685.SH,迈信林,VAL-2f9e326073db38762789ad0e,2026-08-26,2026-08-27,VAL-8248db2bcf1da3c060cf753a,2026-09-04,沿用,本周已复核、合理价值不变,5.504646,9.908363,16.513938,5.454436,9.817986,16.363309,,SSE,0,0,,,,0,1,,0.27,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.74,VAL-2f9e326073db38762789ad0e,明显偏贵
688686.SH,奥普特,VAL-c87c85365b3d2b36a3965d7f,2026-08-26,2026-08-27,VAL-3729c7fd8d6f86a684550108,2026-09-04,沿用,本周已复核、合理价值不变,38.746205,89.198343,175.848161,38.204227,87.950644,173.388413,,SSE,0,0,,,2026,5,14,2.15976616604405,2.083928571429,-0.03511379880256127,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,142.73,VAL-c87c85365b3d2b36a3965d7f,偏贵
688689.SH,银河微电,VAL-fd964e3c2597d57ddffe1515,2026-08-26,2026-08-27,VAL-0f2d4027529061d0bea1c24e,2026-09-04,沿用,本周已复核、合理价值不变,16.81553,37.09308,73.938873,18.486,44.4375,88.57875,,SSE,0,0,,,,0,1,,0.79,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,37.22,VAL-fd964e3c2597d57ddffe1515,偏贵
688691.SH,灿芯股份,VAL-5567c19dc95ae9fbdb274fcf,2026-09-03,2026-09-04,VAL-9ae3829dff633e9286bd3870,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.81913,14.698551,23.517681,9.047896,15.079826,24.127722,-0.02528382082651648,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,61.2,VAL-5567c19dc95ae9fbdb274fcf,明显偏贵
688698.SH,伟创电气,VAL-b3a7631ab85f7bb419eb5acd,2026-08-26,2026-08-27,VAL-0db539557b6820cd51403489,2026-09-04,沿用,本周已复核、合理价值不变,24.350539,56.057819,110.513987,28.00434,64.4693,127.09662,,SSE,0,0,,,2026,2,11,1.357332187461508,1.4215,0.047274950915662695,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,41.02,VAL-b3a7631ab85f7bb419eb5acd,基本合理
688699.SH,明微电子,VAL-fb644dcdcf04e37fbe69e627,2026-08-26,2026-08-27,VAL-e428aab849b2964c6143c1d5,2026-09-04,沿用,本周已复核、合理价值不变,10.488433,17.480722,27.969155,9.930042,16.550071,26.480113,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,57.18,VAL-fb644dcdcf04e37fbe69e627,明显偏贵
688700.SH,东威科技,VAL-cda7afc36d86bcb5eeb27f53,2026-08-26,2026-08-27,VAL-be2643ab0cc9bc7fb68eb5da,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,9.582664,23.41799,46.166894,24.57,55.755,111.1383,,SSE,0,0,,,2026,4,9,0.9450359073430497,1.055555555556,0.11694756501229042,机构EPS变化+11.7%,2026-09-04,53.74,VAL-cda7afc36d86bcb5eeb27f53,明显偏贵
688702.SH,盛科通信,VAL-23fd7b7c23c68e3fbe96151c,2026-09-03,2026-09-04,VAL-0f6d9c9b477812fd1e9ab1fd,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,4.939968,8.23328,13.173248,4.899167,8.165279,13.064446,0.00832809902540066,SSE,0,0,,,2026,6,13,0.17113821138211463,0.113230769231,-0.3383665265837086,机构EPS变化-33.8%,2026-09-04,324.8,VAL-23fd7b7c23c68e3fbe96151c,明显偏贵
688708.SH,佳驰科技,VAL-e8f64d5794c30cbdf2f7a32a,2026-09-03,2026-09-04,VAL-f720cd0f0dc7dcd3cf3d7274,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,24.431629,58.729877,109.751457,26.597336,58.670594,111.229668,-0.024703590200911507,SSE,0,0,,,2026,1,1,0.9788312754571042,0.98,0.0011939999999999173,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,40.59,VAL-e8f64d5794c30cbdf2f7a32a,基本合理
688709.SH,成都华微,VAL-f19c9d46b41ab3d5e2e363f1,2026-09-03,2026-09-04,VAL-bd5b6f0377593420b76ad4b8,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,3.997602,6.66267,10.660273,3.037464,7.301596,13.434938,0.03106781467560893,SSE,0,0,,,,,1,,0.39,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,24.28,VAL-f19c9d46b41ab3d5e2e363f1,明显偏贵
688711.SH,宏微科技,VAL-9c71fd7da03e2e46580fa783,2026-09-03,2026-09-04,VAL-108e69d15df5835f060e6739,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.551232,7.585387,12.136619,4.589286,7.64881,12.238097,-0.008291894425407453,SSE,0,0,,,2026,1,1,0.19838292175128439,0.2,0.00815129767441869,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,23.55,VAL-9c71fd7da03e2e46580fa783,明显偏贵
688716.SH,中研股份,VAL-cb26d2c74e23a17cb4f361a1,2026-09-03,2026-09-04,VAL-d0291037b3e9d8b3a145057a,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,8.481666,14.13611,22.617775,8.721946,14.536576,23.258522,-0.02754887004427886,SSE,0,0,,,,,1,,0.17,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,27.01,VAL-cb26d2c74e23a17cb4f361a1,明显偏贵
688717.SH,艾罗能源,VAL-7094fea7a6dac1f00346ebdb,2026-08-26,2026-08-27,VAL-eb5625a822e0be157573479a,2026-09-04,沿用,本周已复核、合理价值不变,24.349901,40.583168,64.933069,51.5788,126.0476,248.49384,,SSE,0,0,,,,0,6,,5.086666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,45.5,VAL-7094fea7a6dac1f00346ebdb,偏贵
688722.SH,同益中,VAL-0c7c094ee4f71add3bce00c7,2026-09-03,2026-09-04,VAL-f7a4bdde64cd59592efe58ad,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,11.305964,24.939628,46.605929,16.220294,38.991092,72.864603,-0.3435123689885271,SSE,0,0,,,,,4,,0.69,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.54,VAL-0c7c094ee4f71add3bce00c7,基本合理
688726.SH,拉普拉斯,VAL-48ed4064fd5d5c634b998e54,2026-08-26,2026-08-27,VAL-a43eac8518a9ef0d6cf81b98,2026-09-04,沿用,本周已复核、合理价值不变,17.711957,45.851959,90.393863,16.67016,40.73832,80.312688,,SSE,0,0,,,2026,1,5,1.7467413140679149,1.6574,-0.0511474214002825,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.53,VAL-48ed4064fd5d5c634b998e54,基本合理
688728.SH,格科微,VAL-a35f1b08e0caa8898ef8c8d1,2026-09-03,2026-09-04,VAL-d149ab9e091c2df5c3638f47,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.73614,4.560234,7.296374,2.72397,4.539949,7.263919,0.004467973830655447,SSE,0,0,,,2026,2,3,0.042490412414315434,0.046666666667,0.09828697852971513,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,14.3,VAL-a35f1b08e0caa8898ef8c8d1,明显偏贵
688729.SH,屹唐股份,VAL-948ff7c6849dacadff455c7b,2026-09-03,2026-09-04,VAL-489187ff8dbc1fd7ec991a75,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,7.338792,17.641327,34.488794,7.144555,16.212643,31.695718,0.06948269223046366,SSE,0,0,,,2026,1,6,0.2940221142524598,0.29,-0.013679631760644462,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,22.02,VAL-948ff7c6849dacadff455c7b,偏贵
688766.SH,普冉股份,VAL-e3688bad2a2e69774267fc29,2026-08-26,2026-08-27,VAL-9ccd0b58f70eac15ba7325fa,2026-09-04,沿用,本周已复核、合理价值不变,165.875519,365.901881,729.364416,68.088502,150.195225,299.389148,,SSE,0,0,,,,0,1,,18.24,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,367.26,VAL-e3688bad2a2e69774267fc29,偏贵
688768.SH,容知日新,VAL-c7eb1c12dfdc35531703e766,2026-08-26,2026-08-27,VAL-d9dfa3b1c9951ab694196d58,2026-09-04,沿用,本周已复核、合理价值不变,4.443283,10.164374,19.03642,24.21,57.745333,109.716133,,SSE,0,0,,,,0,1,,1.49,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,43.3,VAL-c7eb1c12dfdc35531703e766,明显偏贵
688772.SH,珠海冠宇,VAL-dc8397fb416a1f4c9e334366,2026-08-26,2026-08-27,VAL-29ed92b82687a93021cb6f40,2026-09-04,沿用,本周已复核、合理价值不变,5.715739,9.526232,15.241972,13.2457,30.493167,60.1151,,SSE,0,0,,,,0,9,,0.58,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,15.6,VAL-dc8397fb416a1f4c9e334366,明显偏贵
688776.SH,国光电气,VAL-3a1a6e4028e95a7c489f1a7e,2026-09-03,2026-09-04,VAL-708340d7a6a3f5a35d6c46ac,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,15.444952,27.800913,46.334855,15.753482,28.356268,47.260446,-0.019584899030259617,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,47.24,VAL-3a1a6e4028e95a7c489f1a7e,明显偏贵
688785.SH,恒运昌,VAL-4dce0caf2434b8673996b225,2026-09-03,2026-09-04,VAL-5e1dfab25bca8adb59b576a3,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,18.100234,41.59061,82.648861,24.885642,58.824235,116.89552,-0.2869318873805059,SSE,0,0,,,,,2,,2.0,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,280.88,VAL-4dce0caf2434b8673996b225,明显偏贵
688786.SH,悦安新材,VAL-bcab55c19b56a64f43714e47,2026-08-26,2026-08-27,VAL-43658e423d304cc23f0c86e5,2026-09-04,沿用,本周已复核、合理价值不变,14.513419,32.014896,59.827837,17.88,41.124,77.96425,,SSE,0,0,,,,0,2,,0.745,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,25.09,VAL-bcab55c19b56a64f43714e47,基本合理
688787.SH,海天瑞声,VAL-3942a26668496e2e1fc724e4,2026-09-03,2026-09-04,VAL-090cce49cbcf4b96537c4a00,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,4.764714,10.899672,20.413528,13.033364,32.490579,60.850212,-0.6559088477902715,SSE,0,0,,,,,4,,0.675,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,93.32,VAL-3942a26668496e2e1fc724e4,明显偏贵
688788.SH,科思科技,VAL-7c118608176f398039ba93d4,2026-08-26,2026-08-27,VAL-d658f3e2b847c57f48c4d315,2026-09-04,沿用,本周已复核、合理价值不变,10.541505,18.97471,31.624516,11.208436,20.175184,33.625307,,SSE,0,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,30.58,VAL-7c118608176f398039ba93d4,偏贵
688790.SH,昂瑞微,VAL-e6cf21a4078dcba78f97de41,2026-09-03,2026-09-04,VAL-d7b0bf11c0de666af2025d79,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,26.567605,44.279342,70.846947,24.57311,40.955183,65.528293,0.08116576453471791,SSE,0,0,,,,,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,105.98,VAL-e6cf21a4078dcba78f97de41,明显偏贵
688795.SH,摩尔线程,VAL-a723fd2303e5ab76e355ccc9,2026-08-26,2026-08-27,VAL-acf8bb5a9910a97ae04b703f,2026-09-04,沿用,本周已复核、合理价值不变,23.315741,38.859568,62.175309,23.315741,38.859568,62.175309,,SSE,0,0,,,,0,10,,-0.347909090909,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,519.35,VAL-a723fd2303e5ab76e355ccc9,明显偏贵
688798.SH,艾为电子,VAL-6c4fd3edf615bc3a228dd889,2026-08-26,2026-08-27,VAL-37d9fd085050409c84841681,2026-09-04,沿用,本周已复核、合理价值不变,11.822879,26.079881,51.985895,38.532,87.438,174.29308,,SSE,0,0,,,,0,4,,1.646666666667,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,63.58,VAL-6c4fd3edf615bc3a228dd889,明显偏贵
688800.SH,瑞可达,VAL-ae22231c9861e259208f529c,2026-08-26,2026-08-27,VAL-8e72110f8408b83c40cfd128,2026-09-04,沿用,本周已复核、合理价值不变,17.56978,40.192306,75.274448,27.72,66.117333,125.622933,,SSE,0,0,,,,0,5,,1.904,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,58.23,VAL-ae22231c9861e259208f529c,偏贵
688802.SH,沐曦股份,VAL-15e30608a64b9a55a9fd4aab,2026-09-03,2026-09-04,VAL-acbc178bad2a285113546d75,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,31.201379,52.002298,83.203676,29.464267,49.107112,78.571379,0.05895655719622783,SSE,0,0,,,,,5,,0.092,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,631.1,VAL-15e30608a64b9a55a9fd4aab,明显偏贵
688808.SH,联讯仪器,VAL-49828b590f7e0a35b3b6c84e,2026-09-03,2026-09-04,VAL-18ad641d9818e625b7c98ad6,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,197.775584,467.498375,929.012771,148.058181,349.977272,695.474834,0.3357963875716292,SSE,0,0,,,2026,6,13,15.615259689560848,11.919769230769,-0.23665891776762227,机构EPS变化-23.7%,2026-09-04,2465.0,VAL-49828b590f7e0a35b3b6c84e,明显偏贵
688820.SH,盛合晶微,VAL-3015402dd73d9f7fafba9dbe,2026-08-26,2026-08-27,VAL-90db8581ef06423423ac307e,2026-09-04,沿用,本周已复核、合理价值不变,12.913643,33.111906,64.733775,21.429342,46.388222,90.688974,,SSE,0,0,,,2026,1,4,0.5518650928502792,0.6025,0.09175232825145918,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,124.17,VAL-3015402dd73d9f7fafba9dbe,明显偏贵
688825.SH,长鑫科技集团股份有限公司,VAL-1a10369a8f965f64e05aec25,2026-09-03,2026-09-04,VAL-59fbcd4082a5ba40e3dc6568,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,2.381502,3.572252,4.961462,1.466328,2.199491,3.054849,0.6241265594400596,SSE,0,0,,,2026,3,8,2.488353958635636,2.316666666667,-0.06899633043474729,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,54.8,VAL-1a10369a8f965f64e05aec25,明显偏贵
688981.SH,中芯国际,VAL-a606cdbcdaf7dde18a16310e,2026-09-03,2026-09-04,VAL-6cbb4a01d86d279c56329829,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,21.849817,52.887762,103.395574,21.911212,53.036369,103.686101,-0.0028019850300436966,SSE,0,0,,,2026,2,15,0.9337528567722745,0.912307692308,-0.022966638665400718,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,121.14,VAL-a606cdbcdaf7dde18a16310e,明显偏贵
920012.BJ,创达新材,VAL-1ba0acb6c450313301cadb48,2026-08-26,2026-08-27,VAL-3afa5c68dc77b292fb330804,2026-09-04,沿用,本周已复核、合理价值不变,18.809457,43.220259,85.887298,35.267731,77.796466,155.074289,,CNInfo,1,0,,,,0,0,,,,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,50.92,VAL-1ba0acb6c450313301cadb48,偏贵
920179.BJ,凯德石英,VAL-88025e2c7b936a024f928469,2026-08-26,2026-08-27,VAL-2f6e030eff9ed9f95758b1c9,2026-09-04,沿用,本周已复核、合理价值不变,9.114003,20.681775,41.225672,12.9285,29.33775,58.479915,,CNInfo,0,0,,,2026,3,6,0.3894872920906762,0.426666666667,0.0954572211502811,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,52.55,VAL-88025e2c7b936a024f928469,明显偏贵
920185.BJ,贝特瑞,VAL-e48eec3a79580b93122fef36,2026-09-03,2026-09-04,VAL-86091c0f725851ec9c284e25,2026-09-04,改变,本周正式版本已改变合理价值区间；截止W未发现新的未决模型触发项,10.341152,26.073845,50.374669,14.319309,36.104241,69.753393,-0.27781766654668316,CNInfo,0,0,,,2026,5,8,0.9177726343813348,0.98,0.06780259433275893,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,21.33,VAL-e48eec3a79580b93122fef36,基本合理
920418.BJ,苏州轴承厂股份有限公司,VAL-0f46735a4c03629685fe8f7b,2026-08-26,2026-08-27,VAL-bc47d6ab19c9555c1cd4fa30,2026-09-04,沿用,本周已复核、合理价值不变,13.047235,30.70375,57.503737,14.2875,34.078333,64.748833,,CNInfo,0,0,,,2026,3,9,0.9292902438063728,1.007777777778,0.08445965562937818,本周已复核，未发现触发下一版估值的新有效事实,2026-09-04,19.02,VAL-0f46735a4c03629685fe8f7b,基本合理
920522.BJ,纳科诺尔,VAL-6cfd1d2b20f47892c0addb25,2026-09-03,2026-09-04,VAL-898de2fc87d59ec70707bb31,2026-09-04,待复核,机构一致预期显著差异或正式披露索引缺口需原始证据复核；现区间暂不篡改,14.306154,36.027403,67.797023,19.157807,48.245392,90.789057,-0.25324676355494646,CNInfo,0,0,,,2026,1,7,0.5240349590920995,0.872857142857,0.6656467812171187,机构EPS变化+66.6%,2026-09-04,19.12,VAL-6cfd1d2b20f47892c0addb25,基本合理

 ana-data/result/股票估值/周度增量复评/latest.md

@@ -1,62 +1,68 @@
# 所有已估值标的周度合理价值增量复评（最新）

> 复评截止：2026-08-28（本周最后一个已完整收盘开市日）
> 生成时间：2026-08-29T09:52:16+08:00
> 状态：`PARTIAL_FAIL_CLOSED`。候选法定披露、机构预期显著差异或模型缺口均保留为“待复核”，未把证据缺口写成“合理价值不变”。
> 复评截止：2026-09-04（本周最后一个已完整收盘开市日）
> 生成时间：2026-09-05T09:29:28+08:00
> 状态：`PARTIAL_FAIL_CLOSED`。待复核信号未被写成“合理价值不变”，也未据标题或聚合预期自动改估值。
> 性质：估值研究，不构成交易指令。

## 执行结论

| 项目 | 结果 |
|---|---:|
| 数据库自动范围 | 1229 |
| 改变合理价值 | 693 |
| 沿用当前合理价值 | 143 |
| 待复核 | 393 |
| 本周新正式版本 | 1225 |
| 区间/乐观上沿实际改变 | 1022 |
| 新版本但区间不变 | 203 |
| 截止点后法定披露候选证券 | 257 |
| 法定披露候选记录 | 803 |
| 数据库自动范围 | 1227 |
| 改变合理价值 | 437 |
| 沿用当前合理价值 | 626 |
| 待复核 | 164 |
| 本周新正式版本 | 507 |
| 区间/乐观上沿实际改变 | 507 |
| 新版本但区间不变 | 0 |
| 截止点后法定披露候选证券 | 10 |
| 去重后的法定披露候选记录 | 12 |
| 法定披露索引缺口 | 2（均为港股） |

本周 2026-08-26 的全量中报重估批次已形成 1225 个不可变正式版本，本次周度任务不重复生成相同版本。对该批次从信息截止时点 `2026-08-26 10:19:24+08:00` 后增量核查；未进入该批次的旧版本 A 股从上一周复核截止日继续回看。上交所、深交所、北交所 A 股官方公告索引覆盖 1227/1227；2 只港股因正式 HKEX 适配器缺失而保留缺口。标题与公开一致预期仅用于触发复核，不直接认定订单、利润或估值变化。
本周已完成的 2026H1 全量更新覆盖全部 1227 只 A 股：1225 只保留数值估值，`600892.SH`、`603398.SH` 因净资产与扣非亏损导致 PE/PB 均无有效锚点而停用旧区间。本次周度任务以数据库中 1227 个启用、已完成数值版本为范围；其中 507 个版本在本周生效且区间均有变化。增量扫描从全量任务的信息截止日 2026-09-03 后开始，未重复生成版本，历史 `2026-09-04` 判定未改写。

## 新增法定事实的模型级待复核

- `000668.SZ`：限制性股票首次授予404.5万股、约占授予前总股本2.75%，需核定摊薄与费用影响。
- `002545.SZ`：拟收购标的取得采矿许可证及采矿权证，但72%股权过户尚未完成，需更新交易成功率与情景。
- `300209.SZ`：签署5年算力租赁合同，含税总额9.216亿元，采购、交付、资金与履约风险需纳入模型。
- `300589.SZ`：两艘船舶订单约9280.44万元、占2025年营收13.21%，2028年交付，需核定利润确认节奏。

其余标题候选已核验为会议通知、未实施回购、既有激励名单公示、库存股回购完成或缺少可量化商业影响的单项药品注册进展，均不足以单独改动估值。公告与公开一致预期只用于触发复核，不直接认定订单利润或机构正式预测。

## 主要区间变化（基准中点绝对变动前十）

| 代码 | 公司 | 前一区间 | 当前区间 | 中点变化 |
|---|---|---:|---:|---:|
| 603068.SH | 博通集成 | 0.1992—0.4458 | 10.7013—17.8355 | +4324.7% |
| 600108.SH | 亚盛集团 | 0.0396—0.0970 | 2.0040—3.3400 | +3813.9% |
| 300189.SZ | 神农种业 | 0.0133—0.0325 | 0.6022—1.0036 | +3408.9% |
| 688262.SH | 国芯科技 | 0.1350—0.3220 | 5.1622—8.6037 | +2912.2% |
| 002724.SZ | 海洋王 | 0.0827—0.2026 | 3.1658—5.2764 | +2859.7% |
| 300474.SZ | 景嘉微 | 0.3200—0.7360 | 11.6699—19.4498 | +2846.9% |
| 688387.SH | 信科移动 | 0.0450—0.1073 | 1.5453—2.5755 | +2605.1% |
| 603089.SH | 正裕工业 | 0.3396—0.7768 | 7.0775—11.7959 | +1590.6% |
| 002439.SZ | 启明星辰 | 0.4037—0.9558 | 8.0766—13.4609 | +1484.3% |
| 300101.SZ | 振芯科技 | 0.2005—0.4129 | 2.7930—4.6550 | +1114.2% |
| 300809.SZ | 华辰装备 | 1.4324—3.2913 | 7.0881—17.7487 | +425.8% |
| 601778.SH | 晶科科技 | 0.6173—1.4838 | 4.0226—6.7043 | +410.5% |
| 301226.SZ | 祥明智能 | 1.2400—2.8366 | 7.5191—12.5318 | +391.9% |
| 600250.SH | 南京商旅 | 0.3635—0.8352 | 1.8024—3.0039 | +301.0% |
| 300965.SZ | 恒宇信通 | 4.1516—8.5474 | 17.9802—29.9671 | +277.6% |
| 300215.SZ | 电科院 | 0.4101—0.9047 | 1.4383—3.1727 | +250.7% |
| 688350.SH | 富淼科技 | 2.9266—6.6948 | 11.6018—19.3363 | +221.6% |
| 688511.SH | 天微电子 | 1.6595—3.6607 | 5.5035—9.1724 | +175.9% |
| 603186.SH | 华正新材 | 6.9800—16.0387 | 17.1634—39.4380 | +145.9% |
| 301357.SZ | 北方长龙 | 4.0269—8.2907 | 10.5960—17.6600 | +129.4% |

## W 收盘价新版本预览（未写历史判定）

| 档位 | 数量 |
|---|---:|
| 偏低 | 66 |
| 基本合理 | 355 |
| 偏贵 | 300 |
| 明显偏贵 | 505 |
| 合计 | 1226 |
| 偏低 | 69 |
| 基本合理 | 342 |
| 偏贵 | 305 |
| 明显偏贵 | 507 |
| 合计 | 1223 |

预览使用当前正式估值版本和 2026-08-28 已落库收盘价，只读复算 1226 行。与 MySQL 已有 2026-08-28 历史 `daily_judgement` 的交易日、收盘价、估值版本、区间和标签差异为 0；未重复写入该历史日期。价格缺口 3 只（1 只 A 股完整日K缺行、2 只港股）。
预览使用当前正式估值版本和 2026-09-04 已落库收盘价，只读复算 1223 行；与 MySQL 已有 `2026-09-04` 历史 `daily_judgement` 的交易日、收盘价、估值版本、区间和标签差异为 0。价格缺口 4 只：2 只港股不在正式本地前复权日K范围，`600929.SH`、`688432.SH` 当日完整K线缺行。

## MySQL、导入与 QA

- `init`：发现 1397 个版本，新增 0，未变化 1385，导入缺口 17。
- 当前行数：`security=1229`、`valuation_version=2622`、`daily_price=15603`、`daily_judgement=15602`。
- 当前有效估值版本：1229。
- 本次增量扫描未创建新版本；本周全量中报批次后的历史日判定未被改写。
- 逐股明细、正式公告链接、机构预期筛选、前后区间和 W 预览见 `latest.csv`；原始索引哈希与数据库 QA 见 `evidence.json`。
- `latest.csv` SHA-256：`e6026797b7e7c50a0ee6134cfec0cc7fb881d7923cefc804218c278fc351c138`
- `evidence.json` SHA-256：`bb7de5534b8525abecef52c1bfa236f376977dd220a4b2c269b9d2f3eef953de`

停止条件：待复核证券须完成法定正文或机构原始报告核验，并确认是否改变正常化利润、增长、资本结构、合理倍数、乐观上沿或泡沫判断后，才能转为“沿用”或生成下一交易日生效的新估值版本。
- `init`：发现 1904 个版本，新增 0，未变化 1892，导入缺口 19。
- 当前行数：`security=1229`、`valuation_version=3129`、`daily_price=21722`、`daily_judgement=21721`。
- 数据库当前未闭合版本 1229 个，其中本次启用数值范围 1227 个；另 2 个停用证券的旧版本仅保留历史 lineage，不再用于日判定。
- 本次增量扫描未创建新版本；若模型级复核确认改变区间，须从下一交易日形成新的不可变版本。
- `latest.csv` SHA-256：`94cb4100d70a8986deed7dbbb605e85958247f971889de0f7dea17e0cb578cf0`
- `evidence.json` SHA-256：`437dbdcddebb10ab7baa4a3140592bf228da3f0578985d98a8ac41e1fce75900`

 ana-data/result/股票估值/当前估值/03888.HK/calculation/run_manifest.json

New file
@@ -0,0 +1,20 @@
{
  "artifacts": {
    "valuation_report.md": {
      "bytes": 9882,
      "sha256": "787ccdd648eefafc0be0321d670f193b81adb2ca0686bda835e153c5b23c01c9"
    },
    "valuation_results.json": {
      "bytes": 7191,
      "sha256": "119d8728fac8144bb488166340a7d3935ba6c9b37a832c5ddf4d8ebd5ab2cf59"
    }
  },
  "engine_fingerprint": "adc4956be60736acd2804c0f4ec676f859b47506d8a418aefbc07444c7cc4b45",
  "engine_version": "1.0.0",
  "fingerprint": "0ec63f4b416b100d78c660a0dac8949bf60433e6c45b4f5953e81523ab192dc5",
  "manifest_version": "1.0.0",
  "qa_status": "PASS_WITH_WARNINGS",
  "snapshot_path": "E:\\mb-ms-doc\\project-info\\ana-data\\result\\股票估值\\当前估值\\03888.HK\\金山软件估值快照_当前.json",
  "source_registry_path": "E:\\mb-ms-doc\\project-info\\dev\\ana-dev\\stock_valuation_pipeline\\source_registry.json",
  "status": "COMPLETE"
}

 ana-data/result/股票估值/当前估值/03888.HK/calculation/valuation_report.md

New file
@@ -0,0 +1,196 @@
# 金山软件（03888.HK）价格合理性评估（流水线生成底稿）

> 估值基准日：2026-09-05  
> 价格时点：2026-09-04T16:00:00+08:00  
> 最新经营信息日：2026-08-19  
> 货币：HKD；金额计算统一使用元，表格按亿元展示。  
> 本文是研究计算底稿，不构成交易指令或收益承诺。

## 0. 结论摘要

**机械计算结论：当前价格处于基准合理区间。**

| 指标 | 结果 |
|---|---:|
| 当前价格 | 25.60 元/股 |
| 总市值 | 351.86 亿元 |
| 企业价值 EV | 124.44 亿元 |
| TTM 归母净利润 | 32.7020 亿元 |
| TTM 扣非净利润 | 22.1905 亿元 |
| TTM 收入 | 115.2537 亿元 |
| 报告 PE | 10.76 倍 |
| PB | 1.12 倍 |
| PS | 3.05 倍 |
| 自动质检 | PASS_WITH_WARNINGS（错误 0 / 警告 1） |

> **人工判断：** 25.60港元位于基准合理区间约18.18—32.31港元，判断为基本合理；估值安全垫主要来自净现金，但经常利润仍受游戏下滑与AI投入约束。

## 1. 市场与资本结构快照

| 项目 | 数值 | 公式或口径 |
|---|---:|---|
| 股价 | 25.60 元 | 香港市场最新完整交易日未复权收盘价 |
| 完全摊薄股本 | 13.744403 亿股 | 股本日：2026-09-05 |
| 复算总市值 | 351.8567 亿元 | 股价 × 完全摊薄股本 |
| 归母净资产 | 313.2513 亿元 | 截至 2026-06-30 |
| 每股净资产 | 22.7912 元 | 净资产 ÷ 摊薄股本 |
| 企业价值 | 124.4382 亿元 | 市值 + 有息负债 + 少数股东权益 - 可用现金 - 非经营金融资产 |

## 2. 信息来源与固定优先级

本次使用信源注册表版本 `1.0.0`。来源身份和优先级沿用固定注册表；本次只检查公司、报告期、版本、修订状态和数据口径。

| ID | 等级 | 来源 | 发布日 | 支持字段 | 修订状态 |
|---|---|---|---|---|---|
| SRC-HKEX-03888-H1-20260819 | A3 | [金山软件截至2026年6月30日止六个月及三个月业绩公告](https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0819/2026081901069.pdf) | 2026-08-19 | financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity, balance_sheet.cash_available, balance_sheet.interest_bearing_debt, analysis | current |
| SRC-HKEX-03888-ANNUAL-2025 | A3 | [金山软件2025年年度业绩公告](https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0325/2026032500615.pdf) | 2026-03-25 | financials.annual | current |
| SRC-EM-03888-20260904 | B1 | [东方财富金山软件2026-09-04未复权日K与总股本](https://push2his.eastmoney.com/api/qt/stock/kline/get?secid=116.03888) | 2026-09-05 | market.price, market.diluted_shares, market.platform_market_cap | current |
| SRC-FX-HKD-CNY-20260904 | B1 | [2026-09-04人民币汇率中间价：1港元兑0.86458人民币](https://hzf.mofcom.gov.cn/article/zyfw/jrfw/jrfwywzn/jrfwwh/hlfxglzy/202609/7872.html) | 2026-09-04 | financials, balance_sheet, valuation | current |

停止搜索规则：取得法定披露或合规效率型来源、日期与口径明确、无修订、数字可勾稽且无数量级异常后，不再为同一数字寻找更多转载来源。

## 3. 业务与利润来源

- 2026H1办公软件及服务收入33.13亿元人民币，同比增长25%；游戏及其他收入16.14亿元，同比下降19%。

### 3.1 利润来源可靠性

- H1 IFRS归母16.39亿元含大额合营及联营投资未实现收益，经调整归母仅5.81亿元且同比下降13%，估值必须采用后者。

## 4. TTM 与归一化利润

```text
TTM = 最近完整年度 + 本期累计/预告 - 上年同期累计
TTM 收入 = 111.9952 亿元 + 56.9887 亿元 - 53.7302 亿元 = 115.2537 亿元
TTM 归母 = 23.1834 亿元 + 18.9604 亿元 - 9.4417 亿元 = 32.7020 亿元
TTM 扣非 = 23.1834 亿元 + 6.7151 亿元 - 7.7080 亿元 = 22.1905 亿元
```

| 归一化调整 | 对可持续利润的带符号影响 | 依据 |
|---|---:|---|
| 2026H1以公司披露的经调整归母净利润替代受未实现投资收益显著影响的IFRS归母利润 | -12.2453 亿元 | 2026H1 IFRS归母16.393亿元人民币，非IFRS经调整归母5.806亿元人民币 |

归一化结果为 **20.4567 亿元**；只有调整项证据充分时才可用作主估值利润。

## 5. 机构盈利预期

覆盖状态：`no_usable_forecasts`。早于最新经营信息日、或低于已实现累计利润的预测自动排除出当前一致预期。

| 年度 | 机构数 | 利润最小值 | 利润均值 | 利润中位数 | 利润最大值 | EPS 均值 | 对应 PE |
|---|---:|---:|---:|---:|---:|---:|---:|
| 无可用预测 | 0 | N/A | N/A | N/A | N/A | N/A | N/A |

| 机构 | 研报日期 | 预测 | 核心假设 | 状态 | 纳入一致预期 |
|---|---|---|---|---|---|
| 无 | — | — | — | NO_USABLE_FORECASTS | 否 |

## 6. 利润质量、现金流与资产负债

| 指标 | 结果 | 判断入口 |
|---|---:|---|
| 最近年度 CFO | 26.5056 亿元 | 与利润、营运资本对照 |
| 最近年度资本开支 | N/A | 现金流出正数口径 |
| 最近年度简化 FCF | N/A | CFO - 资本开支 |
| 本期累计简化 FCF | N/A | 仅在 CFO 与资本开支均可得时计算 |
| 可用现金 | 283.3063 亿元 | 已排除受限或经营最低现金（由输入方确认） |
| 有息负债 | 2.5551 亿元 | 最新时点 |

- 需结合应收、存货、合同资产与回款补充人工解释

## 7. 模型选择

- 公司类型：控股型软件集团，核心为金山办公与网络游戏
- 主模型：经调整归母利润PE，控股折价、净现金和分部趋势交叉验证
- 交叉验证：2026H1经调整归母利润, WPS与游戏分部趋势, 净现金, 控股公司折价

## 8. 悲观、基准、乐观情景估值

| 情景 | 方法 | 核心假设 | 股权价值区间 | 每股价值区间 | 相对当前价 | 五年年化区间 |
|---|---|---|---:|---:|---:|---:|
| 悲观 | PE | 游戏继续收缩、AI投入压制费用率，经调整利润低于H1年化水平。 | 111.09 亿元～229.01 亿元 | 8.08～16.66 元 | -68.4%～-34.9% | -20.3%～-8.1% |
| 基准 | PE | WPS维持较快增长，游戏降幅逐步收窄，估值以经调整利润并保留控股折价。 | 249.83 亿元～444.15 亿元 | 18.18～32.31 元 | -29.0%～26.2% | -6.5%～4.9% |
| 乐观 | PE | WPS AI商业化超预期、游戏新品改善，经常利润恢复且投资收益占比下降。 | 471.91 亿元～764.77 亿元 | 34.33～55.64 元 | 34.1%～117.4% | 6.1%～16.9% |

## 9. 当前价格反向隐含利润

| 假设 PE | 隐含 EPS | 隐含归母利润 | 占 TTM 收入 |
|---:|---:|---:|---:|
| 12 倍 | 2.133 元 | 29.32 亿元 | 25.4% |
| 15 倍 | 1.707 元 | 23.46 亿元 | 20.4% |
| 18 倍 | 1.422 元 | 19.55 亿元 | 17.0% |
| 20 倍 | 1.280 元 | 17.59 亿元 | 15.3% |
| 22 倍 | 1.164 元 | 15.99 亿元 | 13.9% |
| 24 倍 | 1.067 元 | 14.66 亿元 | 12.7% |
| 25 倍 | 1.024 元 | 14.07 亿元 | 12.2% |
| 30 倍 | 0.853 元 | 11.73 亿元 | 10.2% |
| 35 倍 | 0.731 元 | 10.05 亿元 | 8.7% |
| 40 倍 | 0.640 元 | 8.80 亿元 | 7.6% |

## 10. 持有期回报压力测试

若要求 5 年年化回报 10.0%，并假设累计每股分红 0.13 元，则所需退出价格为 **41.10 元**。

| 退出 PE | 届时所需归母利润 |
|---:|---:|
| 12 倍 | 47.07 亿元 |
| 15 倍 | 37.66 亿元 |
| 18 倍 | 31.38 亿元 |
| 20 倍 | 28.24 亿元 |
| 22 倍 | 25.68 亿元 |
| 24 倍 | 23.54 亿元 |
| 25 倍 | 22.60 亿元 |
| 30 倍 | 18.83 亿元 |

## 11. 自动质检与异常驱动复核

总体状态：`PASS_WITH_WARNINGS`。ERROR 会阻止把底稿当作正式结论；WARNING 只要求局部补查，不应重跑全部流程。

| 异常 ID | 严重度 | 数据项 | 现象 | 需要补什么 | 修复后重算范围 |
|---|---|---|---|---|---|
| QA-CORE-SOURCE-MISSING | WARNING | institutions | 核心字段没有由注册表中允许承载核心数字的来源支持。 | 补充法定披露、行情接口或机构预测汇总页来源。 | institutions |
| QA-INSTITUTION-NONE | INFO | institutions | 估值日没有可用机构盈利预测，已明确记录为空。 | 不得以公司业绩预告或自有情景冒充机构预期。 | 机构预期模块 |

## 12. 风险、上调与下调触发器

### 12.1 主要风险

- 游戏收入继续下滑。
- WPS AI研发和营销投入可能压制利润率。
- 投资收益波动会显著扭曲报表利润。
- 控股折价与所持上市资产价格波动影响SOTP。

### 12.2 上调触发器

- WPS AI付费和WPS 365加速且利润率稳定。
- 游戏新品带动经常利润恢复。

### 12.3 下调或失效触发器

- 经调整利润继续下滑或游戏收入维持双位数下降。
- 控股折价扩大。

## 13. 复评增量清单

下次复评默认只更新：价格与市值、最新股本、最新财报/预告及修正、机构预测、现金债务、重大合同和公司行动。历史年报原文及已验证公式在没有重述触发器时直接复用。

## 14. 复算摘要

```text
总市值 = 25.60 × 1374440310 = 35185671936.00 元
TTM 收入 = 年度 + 本期累计 - 上年同期 = 11525371856.86 元
TTM 归母 = 年度 + 本期累计 - 上年同期 = 3270200559.80 元
TTM 扣非 = 年度 + 本期累计 - 上年同期 = 2219049711.99 元
PB = 市值 ÷ 归母净资产 = 1.123240880513590441697264852
PS = 市值 ÷ TTM 收入 = 3.052888216795988828141758970
```

## 15. 结论边界

- 自动引擎冻结算术、口径、机构时效和异常检查，不替代对利润持续性、订单真实性、竞争格局和治理风险的人工判断。
- 机构预测、公司预告和本报告情景已分开标记，不把预测写成事实。
- 情景价值不是目标价承诺；若自动质检存在 ERROR，必须先修复输入再形成正式判断。
- 未披露的资产注入、并购或政策收益不得计入基础价值。

---

生成器版本：`1.0.0`；输入快照：`03888-HK-20260905-current`。

 ana-data/result/股票估值/当前估值/03888.HK/calculation/valuation_results.json

New file
@@ -0,0 +1,221 @@
{
  "conclusion": {
    "base_midpoint": "25.24586110723862573559123859",
    "price_label": "当前价格处于基准合理区间",
    "price_position": "WITHIN_BASE_RANGE",
    "safety_margin_to_base_midpoint": "-0.01402760203967983105459226479"
  },
  "engine_version": "1.0.0",
  "holding_period": {
    "cumulative_dividend_per_share": "0.13",
    "required_exit_price": "41.0990560",
    "required_profit_by_exit_pe": [
      {
        "exit_pe": "12",
        "required_profit": "4707349939.1122800"
      },
      {
        "exit_pe": "15",
        "required_profit": "3765879951.2898240"
      },
      {
        "exit_pe": "18",
        "required_profit": "3138233292.7415200"
      },
      {
        "exit_pe": "20",
        "required_profit": "2824409963.4673680"
      },
      {
        "exit_pe": "22",
        "required_profit": "2567645421.333970909090909091"
      },
      {
        "exit_pe": "24",
        "required_profit": "2353674969.5561400"
      },
      {
        "exit_pe": "25",
        "required_profit": "2259527970.7738944"
      },
      {
        "exit_pe": "30",
        "required_profit": "1882939975.6449120"
      }
    ],
    "required_return": "0.1",
    "years": 5
  },
  "institutions": {
    "coverage_status": "no_usable_forecasts",
    "detail": [],
    "summary": {}
  },
  "meta": {
    "as_of_date": "2026-09-05",
    "code": "03888.HK",
    "company": "金山软件",
    "currency": "HKD",
    "latest_operating_info_date": "2026-08-19",
    "market": "香港联合交易所主板",
    "report_period_end": "2026-06-30"
  },
  "metrics": {
    "annual_cash_conversion": "1.143301596301435524152733899",
    "annual_fcf": null,
    "book_value_per_share": "22.79119327307127655474540033",
    "current_fcf": null,
    "deduct_pe": "15.85618913622542670254619977",
    "diluted_shares": "1374440310",
    "enterprise_value": "12443818078.41",
    "market_cap": "35185671936.00",
    "normalized_eps": "1.488368891174328261661650479",
    "normalized_pe": "17.20003700144626810062896220",
    "normalized_profit": "2045674200.18",
    "pb": "1.123240880513590441697264852",
    "price": "25.60",
    "ps": "3.052888216795988828141758970",
    "reported_pe": "10.75948440855012784956223773",
    "ttm_attributable_profit": "3270200559.80",
    "ttm_deduct_profit": "2219049711.99",
    "ttm_eps": "2.379296165869873243167613441",
    "ttm_revenue": "11525371856.86"
  },
  "normalization_adjustments": [
    {
      "amount": "-1224526359.62",
      "basis": "2026H1 IFRS归母16.393亿元人民币，非IFRS经调整归母5.806亿元人民币",
      "description": "2026H1以公司披露的经调整归母净利润替代受未实现投资收益显著影响的IFRS归母利润"
    }
  ],
  "qa": {
    "error_count": 0,
    "info_count": 1,
    "issues": [
      {
        "action": "补充法定披露、行情接口或机构预测汇总页来源。",
        "field": "institutions",
        "issue_id": "QA-CORE-SOURCE-MISSING",
        "message": "核心字段没有由注册表中允许承载核心数字的来源支持。",
        "recalc_scope": "institutions",
        "severity": "WARNING"
      },
      {
        "action": "不得以公司业绩预告或自有情景冒充机构预期。",
        "field": "institutions",
        "issue_id": "QA-INSTITUTION-NONE",
        "message": "估值日没有可用机构盈利预测，已明确记录为空。",
        "recalc_scope": "机构预期模块",
        "severity": "INFO"
      }
    ],
    "status": "PASS_WITH_WARNINGS",
    "warning_count": 1
  },
  "reverse_pe": [
    {
      "implied_eps": "2.133333333333333333333333333",
      "implied_margin": "0.2544073513996657356784799141",
      "implied_profit": "2932139328.00",
      "pe": "12"
    },
    {
      "implied_eps": "1.706666666666666666666666667",
      "implied_margin": "0.2035258811197325885427839313",
      "implied_profit": "2345711462.40",
      "pe": "15"
    },
    {
      "implied_eps": "1.422222222222222222222222222",
      "implied_margin": "0.1696049009331104904523199428",
      "implied_profit": "1954759552.00",
      "pe": "18"
    },
    {
      "implied_eps": "1.28",
      "implied_margin": "0.1526444108397994414070879485",
      "implied_profit": "1759283596.80",
      "pe": "20"
    },
    {
      "implied_eps": "1.163636363636363636363636364",
      "implied_margin": "0.1387676462179994921882617713",
      "implied_profit": "1599348724.363636363636363636",
      "pe": "22"
    },
    {
      "implied_eps": "1.066666666666666666666666667",
      "implied_margin": "0.1272036756998328678392399571",
      "implied_profit": "1466069664.00",
      "pe": "24"
    },
    {
      "implied_eps": "1.024",
      "implied_margin": "0.1221155286718395531256703588",
      "implied_profit": "1407426877.44",
      "pe": "25"
    },
    {
      "implied_eps": "0.8533333333333333333333333333",
      "implied_margin": "0.1017629405598662942713919657",
      "implied_profit": "1172855731.20",
      "pe": "30"
    },
    {
      "implied_eps": "0.7314285714285714285714285714",
      "implied_margin": "0.08722537762274253794690739915",
      "implied_profit": "1005304912.457142857142857143",
      "pe": "35"
    },
    {
      "implied_eps": "0.64",
      "implied_margin": "0.07632220541989972070354397424",
      "implied_profit": "879641798.40",
      "pe": "40"
    }
  ],
  "scenarios": [
    {
      "assumption": "游戏继续收缩、AI投入压制费用率，经调整利润低于H1年化水平。",
      "cagr_high": "-0.08087581699774493",
      "cagr_low": "-0.20338331455155811",
      "equity_value_high": "22901376399.12",
      "equity_value_low": "11109214675.32",
      "method": "pe",
      "name": "悲观",
      "price_high": "16.66232882759382981135062897",
      "price_low": "8.082718903464058035375868742",
      "role": "pessimistic",
      "upside_to_high": "-0.3491277801721160229941160559",
      "upside_to_low": "-0.6842687928334352329931301273"
    },
    {
      "assumption": "WPS维持较快增长，游戏降幅逐步收窄，估值以经调整利润并保留控股折价。",
      "cagr_high": "0.048529770445425724",
      "cagr_low": "-0.06486236084531838",
      "equity_value_high": "44414629473.60",
      "equity_value_low": "24983228859.30",
      "method": "pe",
      "name": "基准",
      "price_high": "32.31470231952088192174747843",
      "price_low": "18.17701989495636954943499875",
      "role": "base",
      "upside_to_high": "0.262293059356284450068260876",
      "upside_to_low": "-0.2899601603532668144751953613"
    },
    {
      "assumption": "WPS AI商业化超预期、游戏新品改善，经常利润恢复且投资收益占比下降。",
      "cagr_high": "0.1685191811059854",
      "cagr_low": "0.061272451372999415",
      "equity_value_high": "76477132836.90",
      "equity_value_low": "47190986698.80",
      "method": "pe",
      "name": "乐观",
      "price_high": "55.64238205215328703506956952",
      "price_low": "34.33469344245295017577009219",
      "role": "optimistic",
      "upside_to_high": "1.173530548912237774807405059",
      "upside_to_low": "0.341198962595818366241019226"
    }
  ]
}

 ana-data/result/股票估值/当前估值/03888.HK/金山软件价格合理性评估_当前.md

New file
@@ -0,0 +1,196 @@
# 金山软件（03888.HK）价格合理性评估（流水线生成底稿）

> 估值基准日：2026-09-05  
> 价格时点：2026-09-04T16:00:00+08:00  
> 最新经营信息日：2026-08-19  
> 货币：HKD；金额计算统一使用元，表格按亿元展示。  
> 本文是研究计算底稿，不构成交易指令或收益承诺。

## 0. 结论摘要

**机械计算结论：当前价格处于基准合理区间。**

| 指标 | 结果 |
|---|---:|
| 当前价格 | 25.60 元/股 |
| 总市值 | 351.86 亿元 |
| 企业价值 EV | 124.44 亿元 |
| TTM 归母净利润 | 32.7020 亿元 |
| TTM 扣非净利润 | 22.1905 亿元 |
| TTM 收入 | 115.2537 亿元 |
| 报告 PE | 10.76 倍 |
| PB | 1.12 倍 |
| PS | 3.05 倍 |
| 自动质检 | PASS_WITH_WARNINGS（错误 0 / 警告 1） |

> **人工判断：** 25.60港元位于基准合理区间约18.18—32.31港元，判断为基本合理；估值安全垫主要来自净现金，但经常利润仍受游戏下滑与AI投入约束。

## 1. 市场与资本结构快照

| 项目 | 数值 | 公式或口径 |
|---|---:|---|
| 股价 | 25.60 元 | 香港市场最新完整交易日未复权收盘价 |
| 完全摊薄股本 | 13.744403 亿股 | 股本日：2026-09-05 |
| 复算总市值 | 351.8567 亿元 | 股价 × 完全摊薄股本 |
| 归母净资产 | 313.2513 亿元 | 截至 2026-06-30 |
| 每股净资产 | 22.7912 元 | 净资产 ÷ 摊薄股本 |
| 企业价值 | 124.4382 亿元 | 市值 + 有息负债 + 少数股东权益 - 可用现金 - 非经营金融资产 |

## 2. 信息来源与固定优先级

本次使用信源注册表版本 `1.0.0`。来源身份和优先级沿用固定注册表；本次只检查公司、报告期、版本、修订状态和数据口径。

| ID | 等级 | 来源 | 发布日 | 支持字段 | 修订状态 |
|---|---|---|---|---|---|
| SRC-HKEX-03888-H1-20260819 | A3 | [金山软件截至2026年6月30日止六个月及三个月业绩公告](https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0819/2026081901069.pdf) | 2026-08-19 | financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity, balance_sheet.cash_available, balance_sheet.interest_bearing_debt, analysis | current |
| SRC-HKEX-03888-ANNUAL-2025 | A3 | [金山软件2025年年度业绩公告](https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0325/2026032500615.pdf) | 2026-03-25 | financials.annual | current |
| SRC-EM-03888-20260904 | B1 | [东方财富金山软件2026-09-04未复权日K与总股本](https://push2his.eastmoney.com/api/qt/stock/kline/get?secid=116.03888) | 2026-09-05 | market.price, market.diluted_shares, market.platform_market_cap | current |
| SRC-FX-HKD-CNY-20260904 | B1 | [2026-09-04人民币汇率中间价：1港元兑0.86458人民币](https://hzf.mofcom.gov.cn/article/zyfw/jrfw/jrfwywzn/jrfwwh/hlfxglzy/202609/7872.html) | 2026-09-04 | financials, balance_sheet, valuation | current |

停止搜索规则：取得法定披露或合规效率型来源、日期与口径明确、无修订、数字可勾稽且无数量级异常后，不再为同一数字寻找更多转载来源。

## 3. 业务与利润来源

- 2026H1办公软件及服务收入33.13亿元人民币，同比增长25%；游戏及其他收入16.14亿元，同比下降19%。

### 3.1 利润来源可靠性

- H1 IFRS归母16.39亿元含大额合营及联营投资未实现收益，经调整归母仅5.81亿元且同比下降13%，估值必须采用后者。

## 4. TTM 与归一化利润

```text
TTM = 最近完整年度 + 本期累计/预告 - 上年同期累计
TTM 收入 = 111.9952 亿元 + 56.9887 亿元 - 53.7302 亿元 = 115.2537 亿元
TTM 归母 = 23.1834 亿元 + 18.9604 亿元 - 9.4417 亿元 = 32.7020 亿元
TTM 扣非 = 23.1834 亿元 + 6.7151 亿元 - 7.7080 亿元 = 22.1905 亿元
```

| 归一化调整 | 对可持续利润的带符号影响 | 依据 |
|---|---:|---|
| 2026H1以公司披露的经调整归母净利润替代受未实现投资收益显著影响的IFRS归母利润 | -12.2453 亿元 | 2026H1 IFRS归母16.393亿元人民币，非IFRS经调整归母5.806亿元人民币 |

归一化结果为 **20.4567 亿元**；只有调整项证据充分时才可用作主估值利润。

## 5. 机构盈利预期

覆盖状态：`no_usable_forecasts`。早于最新经营信息日、或低于已实现累计利润的预测自动排除出当前一致预期。

| 年度 | 机构数 | 利润最小值 | 利润均值 | 利润中位数 | 利润最大值 | EPS 均值 | 对应 PE |
|---|---:|---:|---:|---:|---:|---:|---:|
| 无可用预测 | 0 | N/A | N/A | N/A | N/A | N/A | N/A |

| 机构 | 研报日期 | 预测 | 核心假设 | 状态 | 纳入一致预期 |
|---|---|---|---|---|---|
| 无 | — | — | — | NO_USABLE_FORECASTS | 否 |

## 6. 利润质量、现金流与资产负债

| 指标 | 结果 | 判断入口 |
|---|---:|---|
| 最近年度 CFO | 26.5056 亿元 | 与利润、营运资本对照 |
| 最近年度资本开支 | N/A | 现金流出正数口径 |
| 最近年度简化 FCF | N/A | CFO - 资本开支 |
| 本期累计简化 FCF | N/A | 仅在 CFO 与资本开支均可得时计算 |
| 可用现金 | 283.3063 亿元 | 已排除受限或经营最低现金（由输入方确认） |
| 有息负债 | 2.5551 亿元 | 最新时点 |

- 需结合应收、存货、合同资产与回款补充人工解释

## 7. 模型选择

- 公司类型：控股型软件集团，核心为金山办公与网络游戏
- 主模型：经调整归母利润PE，控股折价、净现金和分部趋势交叉验证
- 交叉验证：2026H1经调整归母利润, WPS与游戏分部趋势, 净现金, 控股公司折价

## 8. 悲观、基准、乐观情景估值

| 情景 | 方法 | 核心假设 | 股权价值区间 | 每股价值区间 | 相对当前价 | 五年年化区间 |
|---|---|---|---:|---:|---:|---:|
| 悲观 | PE | 游戏继续收缩、AI投入压制费用率，经调整利润低于H1年化水平。 | 111.09 亿元～229.01 亿元 | 8.08～16.66 元 | -68.4%～-34.9% | -20.3%～-8.1% |
| 基准 | PE | WPS维持较快增长，游戏降幅逐步收窄，估值以经调整利润并保留控股折价。 | 249.83 亿元～444.15 亿元 | 18.18～32.31 元 | -29.0%～26.2% | -6.5%～4.9% |
| 乐观 | PE | WPS AI商业化超预期、游戏新品改善，经常利润恢复且投资收益占比下降。 | 471.91 亿元～764.77 亿元 | 34.33～55.64 元 | 34.1%～117.4% | 6.1%～16.9% |

## 9. 当前价格反向隐含利润

| 假设 PE | 隐含 EPS | 隐含归母利润 | 占 TTM 收入 |
|---:|---:|---:|---:|
| 12 倍 | 2.133 元 | 29.32 亿元 | 25.4% |
| 15 倍 | 1.707 元 | 23.46 亿元 | 20.4% |
| 18 倍 | 1.422 元 | 19.55 亿元 | 17.0% |
| 20 倍 | 1.280 元 | 17.59 亿元 | 15.3% |
| 22 倍 | 1.164 元 | 15.99 亿元 | 13.9% |
| 24 倍 | 1.067 元 | 14.66 亿元 | 12.7% |
| 25 倍 | 1.024 元 | 14.07 亿元 | 12.2% |
| 30 倍 | 0.853 元 | 11.73 亿元 | 10.2% |
| 35 倍 | 0.731 元 | 10.05 亿元 | 8.7% |
| 40 倍 | 0.640 元 | 8.80 亿元 | 7.6% |

## 10. 持有期回报压力测试

若要求 5 年年化回报 10.0%，并假设累计每股分红 0.13 元，则所需退出价格为 **41.10 元**。

| 退出 PE | 届时所需归母利润 |
|---:|---:|
| 12 倍 | 47.07 亿元 |
| 15 倍 | 37.66 亿元 |
| 18 倍 | 31.38 亿元 |
| 20 倍 | 28.24 亿元 |
| 22 倍 | 25.68 亿元 |
| 24 倍 | 23.54 亿元 |
| 25 倍 | 22.60 亿元 |
| 30 倍 | 18.83 亿元 |

## 11. 自动质检与异常驱动复核

总体状态：`PASS_WITH_WARNINGS`。ERROR 会阻止把底稿当作正式结论；WARNING 只要求局部补查，不应重跑全部流程。

| 异常 ID | 严重度 | 数据项 | 现象 | 需要补什么 | 修复后重算范围 |
|---|---|---|---|---|---|
| QA-CORE-SOURCE-MISSING | WARNING | institutions | 核心字段没有由注册表中允许承载核心数字的来源支持。 | 补充法定披露、行情接口或机构预测汇总页来源。 | institutions |
| QA-INSTITUTION-NONE | INFO | institutions | 估值日没有可用机构盈利预测，已明确记录为空。 | 不得以公司业绩预告或自有情景冒充机构预期。 | 机构预期模块 |

## 12. 风险、上调与下调触发器

### 12.1 主要风险

- 游戏收入继续下滑。
- WPS AI研发和营销投入可能压制利润率。
- 投资收益波动会显著扭曲报表利润。
- 控股折价与所持上市资产价格波动影响SOTP。

### 12.2 上调触发器

- WPS AI付费和WPS 365加速且利润率稳定。
- 游戏新品带动经常利润恢复。

### 12.3 下调或失效触发器

- 经调整利润继续下滑或游戏收入维持双位数下降。
- 控股折价扩大。

## 13. 复评增量清单

下次复评默认只更新：价格与市值、最新股本、最新财报/预告及修正、机构预测、现金债务、重大合同和公司行动。历史年报原文及已验证公式在没有重述触发器时直接复用。

## 14. 复算摘要

```text
总市值 = 25.60 × 1374440310 = 35185671936.00 元
TTM 收入 = 年度 + 本期累计 - 上年同期 = 11525371856.86 元
TTM 归母 = 年度 + 本期累计 - 上年同期 = 3270200559.80 元
TTM 扣非 = 年度 + 本期累计 - 上年同期 = 2219049711.99 元
PB = 市值 ÷ 归母净资产 = 1.123240880513590441697264852
PS = 市值 ÷ TTM 收入 = 3.052888216795988828141758970
```

## 15. 结论边界

- 自动引擎冻结算术、口径、机构时效和异常检查，不替代对利润持续性、订单真实性、竞争格局和治理风险的人工判断。
- 机构预测、公司预告和本报告情景已分开标记，不把预测写成事实。
- 情景价值不是目标价承诺；若自动质检存在 ERROR，必须先修复输入再形成正式判断。
- 未披露的资产注入、并购或政策收益不得计入基础价值。

---

生成器版本：`1.0.0`；输入快照：`03888-HK-20260905-current`。

 ana-data/result/股票估值/当前估值/03888.HK/金山软件估值快照_当前.json

New file
@@ -0,0 +1,166 @@
{
  "snapshot_id": "03888-HK-20260905-current",
  "meta": {
    "company": "金山软件",
    "code": "03888.HK",
    "market": "香港联合交易所主板",
    "as_of_date": "2026-09-05",
    "currency": "HKD",
    "report_period_end": "2026-06-30",
    "latest_operating_info_date": "2026-08-19"
  },
  "market": {
    "price": 25.60,
    "price_type": "香港市场最新完整交易日未复权收盘价",
    "price_timestamp": "2026-09-04T16:00:00+08:00",
    "diluted_shares": 1374440310,
    "shares_date": "2026-09-05",
    "platform_market_cap": 35185671936
  },
  "financials": {
    "annual": {
      "period_end": "2025-12-31",
      "basis": "audited_converted_to_hkd_at_2026-09-04_central_parity",
      "revenue": 11199519998.15,
      "attributable_profit": 2318337227.32,
      "deduct_profit": 2318337227.32,
      "cfo": 2650558652.76,
      "capex": null
    },
    "current_cumulative": {
      "period_end": "2026-06-30",
      "basis": "interim_report_unaudited_converted_to_hkd_at_2026-09-04_central_parity",
      "revenue": 5698873441.44,
      "attributable_profit": 1896037382.31,
      "deduct_profit": 671511022.69,
      "cfo": 820797381.39,
      "capex": null
    },
    "prior_year_same_period": {
      "period_end": "2025-06-30",
      "basis": "reported_comparative_converted_to_hkd_at_2026-09-04_central_parity",
      "revenue": 5373021582.73,
      "attributable_profit": 944174049.83,
      "deduct_profit": 770798538.02,
      "cfo": 768999976.87,
      "capex": null
    }
  },
  "balance_sheet": {
    "period_end": "2026-06-30",
    "equity": 31325134747.51,
    "cash_available": 28330625274.70,
    "non_operating_financial_assets": 3903786809.78,
    "interest_bearing_debt": 255509033.29,
    "minority_interest": 9237049193.60
  },
  "normalization": {
    "adjustments": [
      {
        "description": "2026H1以公司披露的经调整归母净利润替代受未实现投资收益显著影响的IFRS归母利润",
        "amount": -1224526359.62,
        "basis": "2026H1 IFRS归母16.393亿元人民币，非IFRS经调整归母5.806亿元人民币"
      }
    ]
  },
  "valuation": {
    "scenarios": [
      {
        "name": "悲观",
        "role": "pessimistic",
        "method": "pe",
        "profit_low": 925767889.61,
        "profit_high": 1272298688.84,
        "multiple_low": 12,
        "multiple_high": 18,
        "assumption": "游戏继续收缩、AI投入压制费用率，经调整利润低于H1年化水平。"
      },
      {
        "name": "基准",
        "role": "base",
        "method": "pe",
        "profit_low": 1387957158.85,
        "profit_high": 1850609561.40,
        "multiple_low": 18,
        "multiple_high": 24,
        "assumption": "WPS维持较快增长，游戏降幅逐步收窄，估值以经调整利润并保留控股折价。"
      },
      {
        "name": "乐观",
        "role": "optimistic",
        "method": "pe",
        "profit_low": 1966291112.45,
        "profit_high": 2549237761.23,
        "multiple_low": 24,
        "multiple_high": 30,
        "assumption": "WPS AI商业化超预期、游戏新品改善，经常利润恢复且投资收益占比下降。"
      }
    ],
    "reverse_pe_multiples": [12, 15, 18, 20, 22, 24, 25, 30, 35, 40],
    "exit_pe_multiples": [12, 15, 18, 20, 22, 24, 25, 30],
    "holding_period": {
      "years": 5,
      "required_return": 0.1,
      "cumulative_dividend_per_share": 0.13
    }
  },
  "institutions": {
    "coverage_status": "no_usable_forecasts",
    "forecasts": []
  },
  "sources": [
    {
      "id": "SRC-HKEX-03888-H1-20260819",
      "source_type": "archived_primary",
      "title": "金山软件截至2026年6月30日止六个月及三个月业绩公告",
      "publish_date": "2026-08-19",
      "period_end": "2026-06-30",
      "url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0819/2026081901069.pdf",
      "supports": ["financials.current_cumulative", "financials.prior_year_same_period", "balance_sheet.equity", "balance_sheet.cash_available", "balance_sheet.interest_bearing_debt", "analysis"],
      "revision_status": "current"
    },
    {
      "id": "SRC-HKEX-03888-ANNUAL-2025",
      "source_type": "archived_primary",
      "title": "金山软件2025年年度业绩公告",
      "publish_date": "2026-03-25",
      "period_end": "2025-12-31",
      "url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0325/2026032500615.pdf",
      "supports": ["financials.annual"],
      "revision_status": "current"
    },
    {
      "id": "SRC-EM-03888-20260904",
      "source_type": "quote_provider",
      "title": "东方财富金山软件2026-09-04未复权日K与总股本",
      "publish_date": "2026-09-05",
      "period_end": "2026-09-04",
      "url": "https://push2his.eastmoney.com/api/qt/stock/kline/get?secid=116.03888",
      "supports": ["market.price", "market.diluted_shares", "market.platform_market_cap"],
      "revision_status": "current"
    },
    {
      "id": "SRC-FX-HKD-CNY-20260904",
      "source_type": "professional_database",
      "title": "2026-09-04人民币汇率中间价：1港元兑0.86458人民币",
      "publish_date": "2026-09-04",
      "period_end": "2026-09-04",
      "url": "https://hzf.mofcom.gov.cn/article/zyfw/jrfw/jrfwywzn/jrfwwh/hlfxglzy/202609/7872.html",
      "supports": ["financials", "balance_sheet", "valuation"],
      "revision_status": "current"
    }
  ],
  "analysis": {
    "company_type": "控股型软件集团，核心为金山办公与网络游戏",
    "primary_model": "经调整归母利润PE，控股折价、净现金和分部趋势交叉验证",
    "cross_checks": ["2026H1经调整归母利润", "WPS与游戏分部趋势", "净现金", "控股公司折价"],
    "profit_sources": ["2026H1办公软件及服务收入33.13亿元人民币，同比增长25%；游戏及其他收入16.14亿元，同比下降19%。"],
    "profit_source_quality": ["H1 IFRS归母16.39亿元含大额合营及联营投资未实现收益，经调整归母仅5.81亿元且同比下降13%，估值必须采用后者。"],
    "risks": ["游戏收入继续下滑。", "WPS AI研发和营销投入可能压制利润率。", "投资收益波动会显著扭曲报表利润。", "控股折价与所持上市资产价格波动影响SOTP。"],
    "upgrade_triggers": ["WPS AI付费和WPS 365加速且利润率稳定。", "游戏新品带动经常利润恢复。"],
    "downgrade_triggers": ["经调整利润继续下滑或游戏收入维持双位数下降。", "控股折价扩大。"],
    "fx_rate_cny_per_hkd": 0.86458,
    "executive_conclusion": "25.60港元位于基准合理区间约18.18—32.31港元，判断为基本合理；估值安全垫主要来自净现金，但经常利润仍受游戏下滑与AI投入约束。",
    "information_cutoff": "2026-09-05T23:30:00+08:00"
  }
}

 ana-data/result/股票估值/当前估值/09880.HK/calculation/run_manifest.json

New file
@@ -0,0 +1,20 @@
{
  "artifacts": {
    "valuation_report.md": {
      "bytes": 10896,
      "sha256": "94eff984c00a65ab1d1f0c2eaa515441c242eb5cd5504ee5d07d03021a5fea2d"
    },
    "valuation_results.json": {
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      "sha256": "52b996b50c87d60f7a925b33786710a40d6f5afda4b1643a783653780089a732"
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  "engine_fingerprint": "adc4956be60736acd2804c0f4ec676f859b47506d8a418aefbc07444c7cc4b45",
  "engine_version": "1.0.0",
  "fingerprint": "96dd8c6bf3af72a8459bfe5cb0e9cc2b83ceb86f29868beac1d4bc274457044e",
  "manifest_version": "1.0.0",
  "qa_status": "PASS_WITH_WARNINGS",
  "snapshot_path": "E:\\mb-ms-doc\\project-info\\ana-data\\result\\股票估值\\当前估值\\09880.HK\\优必选估值快照_当前.json",
  "source_registry_path": "E:\\mb-ms-doc\\project-info\\dev\\ana-dev\\stock_valuation_pipeline\\source_registry.json",
  "status": "COMPLETE"
}

 ana-data/result/股票估值/当前估值/09880.HK/calculation/valuation_report.md

New file
@@ -0,0 +1,197 @@
# 优必选（09880.HK）价格合理性评估（流水线生成底稿）

> 估值基准日：2026-09-05  
> 价格时点：2026-09-04T16:00:00+08:00  
> 最新经营信息日：2026-08-28  
> 货币：HKD；金额计算统一使用元，表格按亿元展示。  
> 本文是研究计算底稿，不构成交易指令或收益承诺。

## 0. 结论摘要

**机械计算结论：当前价格高于基准合理区间。**

| 指标 | 结果 |
|---|---:|
| 当前价格 | 85.65 元/股 |
| 总市值 | 431.16 亿元 |
| 企业价值 EV | 421.41 亿元 |
| TTM 归母净利润 | -6.9516 亿元 |
| TTM 扣非净利润 | -6.9516 亿元 |
| TTM 收入 | 30.6353 亿元 |
| 报告 PE | N/A |
| PB | 5.35 倍 |
| PS | 14.07 倍 |
| 自动质检 | PASS_WITH_WARNINGS（错误 0 / 警告 4） |

> **人工判断：** 85.65港元高于基准合理区间约48.02—80.03港元、但仍在乐观区间内，判断为偏贵；收入与毛利率改善真实，但价格已要求规模交付、回款和亏损收窄同时兑现。

## 1. 市场与资本结构快照

| 项目 | 数值 | 公式或口径 |
|---|---:|---|
| 股价 | 85.65 元 | 香港市场最新完整交易日未复权收盘价 |
| 完全摊薄股本 | 5.034014 亿股 | 股本日：2026-08-31 |
| 复算总市值 | 431.1633 亿元 | 股价 × 完全摊薄股本 |
| 归母净资产 | 80.5717 亿元 | 截至 2026-06-30 |
| 每股净资产 | 16.0055 元 | 净资产 ÷ 摊薄股本 |
| 企业价值 | 421.4113 亿元 | 市值 + 有息负债 + 少数股东权益 - 可用现金 - 非经营金融资产 |

## 2. 信息来源与固定优先级

本次使用信源注册表版本 `1.0.0`。来源身份和优先级沿用固定注册表；本次只检查公司、报告期、版本、修订状态和数据口径。

| ID | 等级 | 来源 | 发布日 | 支持字段 | 修订状态 |
|---|---|---|---|---|---|
| SRC-HKEX-09880-H1-20260828 | A3 | [优必选截至2026年6月30日止六个月中期业绩公告](https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0828/2026082801691.pdf) | 2026-08-28 | financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity, balance_sheet.cash_available, balance_sheet.interest_bearing_debt, analysis | current |
| SRC-HKEX-09880-ANNUAL-2025 | A3 | [优必选2025年度报告](https://www.hkexnews.hk/listedco/listconews/sehk/2026/0414/2026041401168.pdf) | 2026-04-14 | financials.annual | current |
| SRC-HKEX-09880-SHARES-202608 | A3 | [优必选截至2026年8月31日证券变动月报表](https://www1.hkexnews.hk/search/titlesearch.xhtml?category=0&market=SEHK&stockId=1000208870) | 2026-09-03 | market.diluted_shares, market.shares_date | current |
| SRC-EM-09880-20260904 | B1 | [东方财富优必选2026-09-04未复权日K与总股本](https://push2his.eastmoney.com/api/qt/stock/kline/get?secid=116.09880) | 2026-09-05 | market.price, market.platform_market_cap | current |
| SRC-FX-HKD-CNY-20260904 | B1 | [2026-09-04人民币汇率中间价：1港元兑0.86458人民币](https://hzf.mofcom.gov.cn/article/zyfw/jrfw/jrfwywzn/jrfwwh/hlfxglzy/202609/7872.html) | 2026-09-04 | financials, balance_sheet, valuation | current |

停止搜索规则：取得法定披露或合规效率型来源、日期与口径明确、无修订、数字可勾稽且无数量级异常后，不再为同一数字寻找更多转载来源。

## 3. 业务与利润来源

- 2026H1收入12.69亿元人民币，同比增长104%；其中全尺寸人形机器人收入5.90亿元，占46.5%。

### 3.1 利润来源可靠性

- 毛利率升至44.7%，但归母仍亏损3.11亿元；单一客户贡献24%收入，应收账款和存货均明显增加。

## 4. TTM 与归一化利润

```text
TTM = 最近完整年度 + 本期累计/预告 - 上年同期累计
TTM 收入 = 23.1442 亿元 + 14.6792 亿元 - 7.1880 亿元 = 30.6353 亿元
TTM 归母 = -8.1333 亿元 + -3.6027 亿元 - -4.7844 亿元 = -6.9516 亿元
TTM 扣非 = -8.1333 亿元 + -3.6027 亿元 - -4.7844 亿元 = -6.9516 亿元
```

| 归一化调整 | 对可持续利润的带符号影响 | 依据 |
|---|---:|---|
| 港股法定披露无A股式扣非归母，以归母亏损作保守代理 | 0.0000 亿元 | 2026H1归母亏损3.115亿元人民币；集团非GAAP净亏损3.388亿元人民币，未制造扣非指标 |

归一化结果为 **-6.9516 亿元**；只有调整项证据充分时才可用作主估值利润。

## 5. 机构盈利预期

覆盖状态：`no_usable_forecasts`。早于最新经营信息日、或低于已实现累计利润的预测自动排除出当前一致预期。

| 年度 | 机构数 | 利润最小值 | 利润均值 | 利润中位数 | 利润最大值 | EPS 均值 | 对应 PE |
|---|---:|---:|---:|---:|---:|---:|---:|
| 无可用预测 | 0 | N/A | N/A | N/A | N/A | N/A | N/A |

| 机构 | 研报日期 | 预测 | 核心假设 | 状态 | 纳入一致预期 |
|---|---|---|---|---|---|
| 无 | — | — | — | NO_USABLE_FORECASTS | 否 |

## 6. 利润质量、现金流与资产负债

| 指标 | 结果 | 判断入口 |
|---|---:|---|
| 最近年度 CFO | -9.0693 亿元 | 与利润、营运资本对照 |
| 最近年度资本开支 | 4.7309 亿元 | 现金流出正数口径 |
| 最近年度简化 FCF | -13.8002 亿元 | CFO - 资本开支 |
| 本期累计简化 FCF | N/A | 仅在 CFO 与资本开支均可得时计算 |
| 可用现金 | 27.5418 亿元 | 已排除受限或经营最低现金（由输入方确认） |
| 有息负债 | 11.5351 亿元 | 最新时点 |

- 需结合应收、存货、合同资产与回款补充人工解释

## 7. 模型选择

- 公司类型：高速增长但仍亏损的人形机器人平台公司，并表锋龙电气后业务边界扩大
- 主模型：PB情景为主，PS、收入结构、亏损收窄、现金消耗和并购整合交叉验证；负利润不使用PE
- 交叉验证：2026H1收入与毛利率, PB, 前瞻PS, 现金和债务, 应收与存货, 客户集中度

## 8. 悲观、基准、乐观情景估值

| 情景 | 方法 | 核心假设 | 股权价值区间 | 每股价值区间 | 相对当前价 | 五年年化区间 |
|---|---|---|---:|---:|---:|---:|
| 悲观 | PB | 规模交付放缓、应收和存货继续上升，现金消耗与并购整合压低估值倍数。 | 120.86 亿元～241.72 亿元 | 24.01～48.02 元 | -72.0%～-43.9% | -22.5%～-10.9% |
| 基准 | PB | 全尺寸人形机器人收入继续增长、亏损收窄，但仍以未盈利平台公司估值并计入现金与并购风险。 | 241.72 亿元～402.86 亿元 | 48.02～80.03 元 | -43.9%～-6.6% | -10.9%～-1.3% |
| 乐观 | PB | 规模订单持续转化为收入和回款，毛利率维持改善，费用率下降并接近盈亏平衡。 | 402.86 亿元～564.00 亿元 | 80.03～112.04 元 | -6.6%～30.8% | -1.3%～5.5% |

## 9. 当前价格反向隐含利润

| 假设 PE | 隐含 EPS | 隐含归母利润 | 占 TTM 收入 |
|---:|---:|---:|---:|
| 20 倍 | 4.282 元 | 21.56 亿元 | 70.4% |
| 25 倍 | 3.426 元 | 17.25 亿元 | 56.3% |
| 30 倍 | 2.855 元 | 14.37 亿元 | 46.9% |
| 40 倍 | 2.141 元 | 10.78 亿元 | 35.2% |
| 50 倍 | 1.713 元 | 8.62 亿元 | 28.1% |
| 60 倍 | 1.428 元 | 7.19 亿元 | 23.5% |
| 75 倍 | 1.142 元 | 5.75 亿元 | 18.8% |
| 100 倍 | 0.856 元 | 4.31 亿元 | 14.1% |

## 10. 持有期回报压力测试

若要求 5 年年化回报 10.0%，并假设累计每股分红 0.00 元，则所需退出价格为 **137.94 元**。

| 退出 PE | 届时所需归母利润 |
|---:|---:|
| 20 倍 | 34.72 亿元 |
| 25 倍 | 27.78 亿元 |
| 30 倍 | 23.15 亿元 |
| 40 倍 | 17.36 亿元 |
| 50 倍 | 13.89 亿元 |
| 60 倍 | 11.57 亿元 |

## 11. 自动质检与异常驱动复核

总体状态：`PASS_WITH_WARNINGS`。ERROR 会阻止把底稿当作正式结论；WARNING 只要求局部补查，不应重跑全部流程。

| 异常 ID | 严重度 | 数据项 | 现象 | 需要补什么 | 修复后重算范围 |
|---|---|---|---|---|---|
| QA-CORE-SOURCE-MISSING | WARNING | institutions | 核心字段没有由注册表中允许承载核心数字的来源支持。 | 补充法定披露、行情接口或机构预测汇总页来源。 | institutions |
| QA-NEGATIVE-TTM-PROFIT | WARNING | metrics.ttm_attributable_profit | TTM 归母利润不为正，报告 PE 不适用。 | 使用正常化情景、PB 或反向估值。 | PE 模块 |
| QA-NEGATIVE-TTM-DEDUCT | WARNING | metrics.ttm_deduct_profit | TTM 扣非利润不为正，扣非 PE 不适用。 | 检查主营盈利恢复条件。 | 扣非 PE 模块 |
| QA-NEGATIVE-FCF | WARNING | metrics.annual_fcf | 最近完整年度简化自由现金流为负。 | 拆解营运资本、资本开支与回款持续性。 | DCF 与现金流交叉验证 |
| QA-INSTITUTION-NONE | INFO | institutions | 估值日没有可用机构盈利预测，已明确记录为空。 | 不得以公司业绩预告或自有情景冒充机构预期。 | 机构预期模块 |

## 12. 风险、上调与下调触发器

### 12.1 主要风险

- 仍未实现可持续盈利，估值依赖远期商业化。
- 现金从2025年末48.88亿元降至2026H1的23.81亿元，主要受并购付款影响。
- 信用减值损失升至0.91亿元，应收和存货增长带来回款及交付风险。
- 锋龙电气并表改变收入结构并增加商誉和整合复杂度。
- 客户集中度提高，单一大客户收入占24%。

### 12.2 上调触发器

- 全尺寸机器人订单持续转化为收入、回款和经营现金流。
- 毛利率维持且费用率下降，归母亏损继续快速收窄。

### 12.3 下调或失效触发器

- 应收或存货继续快于收入增长。
- 现金消耗超预期、并购整合不及预期或需要再次大额股权融资。

## 13. 复评增量清单

下次复评默认只更新：价格与市值、最新股本、最新财报/预告及修正、机构预测、现金债务、重大合同和公司行动。历史年报原文及已验证公式在没有重述触发器时直接复用。

## 14. 复算摘要

```text
总市值 = 85.65 × 503401373 = 43116327597.45 元
TTM 收入 = 年度 + 本期累计 - 上年同期 = 3063532582.29 元
TTM 归母 = 年度 + 本期累计 - 上年同期 = -695159499.42 元
TTM 扣非 = 年度 + 本期累计 - 上年同期 = -695159499.42 元
PB = 市值 ÷ 归母净资产 = 5.351296952642194835447451138
PS = 市值 ÷ TTM 收入 = 14.07405550269043095955549234
```

## 15. 结论边界

- 自动引擎冻结算术、口径、机构时效和异常检查，不替代对利润持续性、订单真实性、竞争格局和治理风险的人工判断。
- 机构预测、公司预告和本报告情景已分开标记，不把预测写成事实。
- 情景价值不是目标价承诺；若自动质检存在 ERROR，必须先修复输入再形成正式判断。
- 未披露的资产注入、并购或政策收益不得计入基础价值。

---

生成器版本：`1.0.0`；输入快照：`09880-HK-20260905-current`。

 ana-data/result/股票估值/当前估值/09880.HK/calculation/valuation_results.json

New file
@@ -0,0 +1,225 @@
{
  "conclusion": {
    "base_midpoint": "64.02186293004012128508835035",
    "price_label": "当前价格高于基准合理区间",
    "price_position": "ABOVE_BASE_RANGE",
    "safety_margin_to_base_midpoint": "-0.3378242381605487088618627848"
  },
  "engine_version": "1.0.0",
  "holding_period": {
    "cumulative_dividend_per_share": "0",
    "required_exit_price": "137.9401815",
    "required_profit_by_exit_pe": [
      {
        "exit_pe": "20",
        "required_profit": "3471963837.948459975"
      },
      {
        "exit_pe": "25",
        "required_profit": "2777571070.35876798"
      },
      {
        "exit_pe": "30",
        "required_profit": "2314642558.63230665"
      },
      {
        "exit_pe": "40",
        "required_profit": "1735981918.9742299875"
      },
      {
        "exit_pe": "50",
        "required_profit": "1388785535.17938399"
      },
      {
        "exit_pe": "60",
        "required_profit": "1157321279.316153325"
      }
    ],
    "required_return": "0.1",
    "years": 5
  },
  "institutions": {
    "coverage_status": "no_usable_forecasts",
    "detail": [],
    "summary": {}
  },
  "meta": {
    "as_of_date": "2026-09-05",
    "code": "09880.HK",
    "company": "优必选",
    "currency": "HKD",
    "latest_operating_info_date": "2026-08-28",
    "market": "香港联合交易所主板",
    "report_period_end": "2026-06-30"
  },
  "metrics": {
    "annual_cash_conversion": null,
    "annual_fcf": "-1380016886.81",
    "book_value_per_share": "16.00546573251003032127208759",
    "current_fcf": null,
    "deduct_pe": null,
    "diluted_shares": "503401373",
    "enterprise_value": "42141129323.84",
    "market_cap": "43116327597.45",
    "normalized_eps": "-1.380924917381979409102644621",
    "normalized_pe": null,
    "normalized_profit": "-695159499.42",
    "pb": "5.351296952642194835447451138",
    "price": "85.65",
    "ps": "14.07405550269043095955549234",
    "reported_pe": null,
    "ttm_attributable_profit": "-695159499.42",
    "ttm_deduct_profit": "-695159499.42",
    "ttm_eps": "-1.380924917381979409102644621",
    "ttm_revenue": "3063532582.29"
  },
  "normalization_adjustments": [
    {
      "amount": "0",
      "basis": "2026H1归母亏损3.115亿元人民币；集团非GAAP净亏损3.388亿元人民币，未制造扣非指标",
      "description": "港股法定披露无A股式扣非归母，以归母亏损作保守代理"
    }
  ],
  "qa": {
    "error_count": 0,
    "info_count": 1,
    "issues": [
      {
        "action": "补充法定披露、行情接口或机构预测汇总页来源。",
        "field": "institutions",
        "issue_id": "QA-CORE-SOURCE-MISSING",
        "message": "核心字段没有由注册表中允许承载核心数字的来源支持。",
        "recalc_scope": "institutions",
        "severity": "WARNING"
      },
      {
        "action": "使用正常化情景、PB 或反向估值。",
        "field": "metrics.ttm_attributable_profit",
        "issue_id": "QA-NEGATIVE-TTM-PROFIT",
        "message": "TTM 归母利润不为正，报告 PE 不适用。",
        "recalc_scope": "PE 模块",
        "severity": "WARNING"
      },
      {
        "action": "检查主营盈利恢复条件。",
        "field": "metrics.ttm_deduct_profit",
        "issue_id": "QA-NEGATIVE-TTM-DEDUCT",
        "message": "TTM 扣非利润不为正，扣非 PE 不适用。",
        "recalc_scope": "扣非 PE 模块",
        "severity": "WARNING"
      },
      {
        "action": "拆解营运资本、资本开支与回款持续性。",
        "field": "metrics.annual_fcf",
        "issue_id": "QA-NEGATIVE-FCF",
        "message": "最近完整年度简化自由现金流为负。",
        "recalc_scope": "DCF 与现金流交叉验证",
        "severity": "WARNING"
      },
      {
        "action": "不得以公司业绩预告或自有情景冒充机构预期。",
        "field": "institutions",
        "issue_id": "QA-INSTITUTION-NONE",
        "message": "估值日没有可用机构盈利预测，已明确记录为空。",
        "recalc_scope": "机构预期模块",
        "severity": "INFO"
      }
    ],
    "status": "PASS_WITH_WARNINGS",
    "warning_count": 4
  },
  "reverse_pe": [
    {
      "implied_eps": "4.2825",
      "implied_margin": "0.7037027751345215479777746170",
      "implied_profit": "2155816379.8725",
      "pe": "20"
    },
    {
      "implied_eps": "3.426",
      "implied_margin": "0.5629622201076172383822196936",
      "implied_profit": "1724653103.898",
      "pe": "25"
    },
    {
      "implied_eps": "2.855",
      "implied_margin": "0.4691351834230143653185164113",
      "implied_profit": "1437210919.915",
      "pe": "30"
    },
    {
      "implied_eps": "2.14125",
      "implied_margin": "0.3518513875672607739888873085",
      "implied_profit": "1077908189.93625",
      "pe": "40"
    },
    {
      "implied_eps": "1.713",
      "implied_margin": "0.2814811100538086191911098468",
      "implied_profit": "862326551.949",
      "pe": "50"
    },
    {
      "implied_eps": "1.4275",
      "implied_margin": "0.2345675917115071826592582057",
      "implied_profit": "718605459.9575",
      "pe": "60"
    },
    {
      "implied_eps": "1.142",
      "implied_margin": "0.1876540733692057461274065645",
      "implied_profit": "574884367.966",
      "pe": "75"
    },
    {
      "implied_eps": "0.8565",
      "implied_margin": "0.1407405550269043095955549234",
      "implied_profit": "431163275.9745",
      "pe": "100"
    }
  ],
  "scenarios": [
    {
      "assumption": "规模交付放缓、应收和存货继续上升，现金消耗与并购整合压低估值倍数。",
      "cagr_high": "-0.10929797297712485",
      "cagr_low": "-0.22459884864623647",
      "equity_value_high": "24171520275.750",
      "equity_value_low": "12085760137.875",
      "method": "pb",
      "name": "悲观",
      "price_high": "48.01639719753009096381626277",
      "price_low": "24.00819859876504548190813139",
      "role": "pessimistic",
      "upside_to_high": "-0.4393882405425558556472123436",
      "upside_to_low": "-0.7196941202712779278236061717"
    },
    {
      "assumption": "全尺寸人形机器人收入继续增长、亏损收窄，但仍以未盈利平台公司估值并计入现金与并购风险。",
      "cagr_high": "-0.013488413006434552",
      "cagr_low": "-0.10929797297712485",
      "equity_value_high": "40285867126.250",
      "equity_value_low": "24171520275.750",
      "method": "pb",
      "name": "基准",
      "price_high": "80.02732866255015160636043796",
      "price_low": "48.01639719753009096381626277",
      "role": "base",
      "upside_to_high": "-0.0656470675709264260786872392",
      "upside_to_low": "-0.4393882405425558556472123436"
    },
    {
      "assumption": "规模订单持续转化为收入和回款，毛利率维持改善，费用率下降并接近盈亏平衡。",
      "cagr_high": "0.055183029221321345",
      "cagr_low": "-0.013488413006434552",
      "equity_value_high": "56400213976.750",
      "equity_value_low": "40285867126.250",
      "method": "pb",
      "name": "乐观",
      "price_high": "112.0382601275702122489046131",
      "price_low": "80.02732866255015160636043796",
      "role": "optimistic",
      "upside_to_high": "0.308094105400703003489837865",
      "upside_to_low": "-0.0656470675709264260786872392"
    }
  ]
}

 ana-data/result/股票估值/当前估值/09880.HK/优必选价格合理性评估_当前.md

New file
@@ -0,0 +1,197 @@
# 优必选（09880.HK）价格合理性评估（流水线生成底稿）

> 估值基准日：2026-09-05  
> 价格时点：2026-09-04T16:00:00+08:00  
> 最新经营信息日：2026-08-28  
> 货币：HKD；金额计算统一使用元，表格按亿元展示。  
> 本文是研究计算底稿，不构成交易指令或收益承诺。

## 0. 结论摘要

**机械计算结论：当前价格高于基准合理区间。**

| 指标 | 结果 |
|---|---:|
| 当前价格 | 85.65 元/股 |
| 总市值 | 431.16 亿元 |
| 企业价值 EV | 421.41 亿元 |
| TTM 归母净利润 | -6.9516 亿元 |
| TTM 扣非净利润 | -6.9516 亿元 |
| TTM 收入 | 30.6353 亿元 |
| 报告 PE | N/A |
| PB | 5.35 倍 |
| PS | 14.07 倍 |
| 自动质检 | PASS_WITH_WARNINGS（错误 0 / 警告 4） |

> **人工判断：** 85.65港元高于基准合理区间约48.02—80.03港元、但仍在乐观区间内，判断为偏贵；收入与毛利率改善真实，但价格已要求规模交付、回款和亏损收窄同时兑现。

## 1. 市场与资本结构快照

| 项目 | 数值 | 公式或口径 |
|---|---:|---|
| 股价 | 85.65 元 | 香港市场最新完整交易日未复权收盘价 |
| 完全摊薄股本 | 5.034014 亿股 | 股本日：2026-08-31 |
| 复算总市值 | 431.1633 亿元 | 股价 × 完全摊薄股本 |
| 归母净资产 | 80.5717 亿元 | 截至 2026-06-30 |
| 每股净资产 | 16.0055 元 | 净资产 ÷ 摊薄股本 |
| 企业价值 | 421.4113 亿元 | 市值 + 有息负债 + 少数股东权益 - 可用现金 - 非经营金融资产 |

## 2. 信息来源与固定优先级

本次使用信源注册表版本 `1.0.0`。来源身份和优先级沿用固定注册表；本次只检查公司、报告期、版本、修订状态和数据口径。

| ID | 等级 | 来源 | 发布日 | 支持字段 | 修订状态 |
|---|---|---|---|---|---|
| SRC-HKEX-09880-H1-20260828 | A3 | [优必选截至2026年6月30日止六个月中期业绩公告](https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0828/2026082801691.pdf) | 2026-08-28 | financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity, balance_sheet.cash_available, balance_sheet.interest_bearing_debt, analysis | current |
| SRC-HKEX-09880-ANNUAL-2025 | A3 | [优必选2025年度报告](https://www.hkexnews.hk/listedco/listconews/sehk/2026/0414/2026041401168.pdf) | 2026-04-14 | financials.annual | current |
| SRC-HKEX-09880-SHARES-202608 | A3 | [优必选截至2026年8月31日证券变动月报表](https://www1.hkexnews.hk/search/titlesearch.xhtml?category=0&market=SEHK&stockId=1000208870) | 2026-09-03 | market.diluted_shares, market.shares_date | current |
| SRC-EM-09880-20260904 | B1 | [东方财富优必选2026-09-04未复权日K与总股本](https://push2his.eastmoney.com/api/qt/stock/kline/get?secid=116.09880) | 2026-09-05 | market.price, market.platform_market_cap | current |
| SRC-FX-HKD-CNY-20260904 | B1 | [2026-09-04人民币汇率中间价：1港元兑0.86458人民币](https://hzf.mofcom.gov.cn/article/zyfw/jrfw/jrfwywzn/jrfwwh/hlfxglzy/202609/7872.html) | 2026-09-04 | financials, balance_sheet, valuation | current |

停止搜索规则：取得法定披露或合规效率型来源、日期与口径明确、无修订、数字可勾稽且无数量级异常后，不再为同一数字寻找更多转载来源。

## 3. 业务与利润来源

- 2026H1收入12.69亿元人民币，同比增长104%；其中全尺寸人形机器人收入5.90亿元，占46.5%。

### 3.1 利润来源可靠性

- 毛利率升至44.7%，但归母仍亏损3.11亿元；单一客户贡献24%收入，应收账款和存货均明显增加。

## 4. TTM 与归一化利润

```text
TTM = 最近完整年度 + 本期累计/预告 - 上年同期累计
TTM 收入 = 23.1442 亿元 + 14.6792 亿元 - 7.1880 亿元 = 30.6353 亿元
TTM 归母 = -8.1333 亿元 + -3.6027 亿元 - -4.7844 亿元 = -6.9516 亿元
TTM 扣非 = -8.1333 亿元 + -3.6027 亿元 - -4.7844 亿元 = -6.9516 亿元
```

| 归一化调整 | 对可持续利润的带符号影响 | 依据 |
|---|---:|---|
| 港股法定披露无A股式扣非归母，以归母亏损作保守代理 | 0.0000 亿元 | 2026H1归母亏损3.115亿元人民币；集团非GAAP净亏损3.388亿元人民币，未制造扣非指标 |

归一化结果为 **-6.9516 亿元**；只有调整项证据充分时才可用作主估值利润。

## 5. 机构盈利预期

覆盖状态：`no_usable_forecasts`。早于最新经营信息日、或低于已实现累计利润的预测自动排除出当前一致预期。

| 年度 | 机构数 | 利润最小值 | 利润均值 | 利润中位数 | 利润最大值 | EPS 均值 | 对应 PE |
|---|---:|---:|---:|---:|---:|---:|---:|
| 无可用预测 | 0 | N/A | N/A | N/A | N/A | N/A | N/A |

| 机构 | 研报日期 | 预测 | 核心假设 | 状态 | 纳入一致预期 |
|---|---|---|---|---|---|
| 无 | — | — | — | NO_USABLE_FORECASTS | 否 |

## 6. 利润质量、现金流与资产负债

| 指标 | 结果 | 判断入口 |
|---|---:|---|
| 最近年度 CFO | -9.0693 亿元 | 与利润、营运资本对照 |
| 最近年度资本开支 | 4.7309 亿元 | 现金流出正数口径 |
| 最近年度简化 FCF | -13.8002 亿元 | CFO - 资本开支 |
| 本期累计简化 FCF | N/A | 仅在 CFO 与资本开支均可得时计算 |
| 可用现金 | 27.5418 亿元 | 已排除受限或经营最低现金（由输入方确认） |
| 有息负债 | 11.5351 亿元 | 最新时点 |

- 需结合应收、存货、合同资产与回款补充人工解释

## 7. 模型选择

- 公司类型：高速增长但仍亏损的人形机器人平台公司，并表锋龙电气后业务边界扩大
- 主模型：PB情景为主，PS、收入结构、亏损收窄、现金消耗和并购整合交叉验证；负利润不使用PE
- 交叉验证：2026H1收入与毛利率, PB, 前瞻PS, 现金和债务, 应收与存货, 客户集中度

## 8. 悲观、基准、乐观情景估值

| 情景 | 方法 | 核心假设 | 股权价值区间 | 每股价值区间 | 相对当前价 | 五年年化区间 |
|---|---|---|---:|---:|---:|---:|
| 悲观 | PB | 规模交付放缓、应收和存货继续上升，现金消耗与并购整合压低估值倍数。 | 120.86 亿元～241.72 亿元 | 24.01～48.02 元 | -72.0%～-43.9% | -22.5%～-10.9% |
| 基准 | PB | 全尺寸人形机器人收入继续增长、亏损收窄，但仍以未盈利平台公司估值并计入现金与并购风险。 | 241.72 亿元～402.86 亿元 | 48.02～80.03 元 | -43.9%～-6.6% | -10.9%～-1.3% |
| 乐观 | PB | 规模订单持续转化为收入和回款，毛利率维持改善，费用率下降并接近盈亏平衡。 | 402.86 亿元～564.00 亿元 | 80.03～112.04 元 | -6.6%～30.8% | -1.3%～5.5% |

## 9. 当前价格反向隐含利润

| 假设 PE | 隐含 EPS | 隐含归母利润 | 占 TTM 收入 |
|---:|---:|---:|---:|
| 20 倍 | 4.282 元 | 21.56 亿元 | 70.4% |
| 25 倍 | 3.426 元 | 17.25 亿元 | 56.3% |
| 30 倍 | 2.855 元 | 14.37 亿元 | 46.9% |
| 40 倍 | 2.141 元 | 10.78 亿元 | 35.2% |
| 50 倍 | 1.713 元 | 8.62 亿元 | 28.1% |
| 60 倍 | 1.428 元 | 7.19 亿元 | 23.5% |
| 75 倍 | 1.142 元 | 5.75 亿元 | 18.8% |
| 100 倍 | 0.856 元 | 4.31 亿元 | 14.1% |

## 10. 持有期回报压力测试

若要求 5 年年化回报 10.0%，并假设累计每股分红 0.00 元，则所需退出价格为 **137.94 元**。

| 退出 PE | 届时所需归母利润 |
|---:|---:|
| 20 倍 | 34.72 亿元 |
| 25 倍 | 27.78 亿元 |
| 30 倍 | 23.15 亿元 |
| 40 倍 | 17.36 亿元 |
| 50 倍 | 13.89 亿元 |
| 60 倍 | 11.57 亿元 |

## 11. 自动质检与异常驱动复核

总体状态：`PASS_WITH_WARNINGS`。ERROR 会阻止把底稿当作正式结论；WARNING 只要求局部补查，不应重跑全部流程。

| 异常 ID | 严重度 | 数据项 | 现象 | 需要补什么 | 修复后重算范围 |
|---|---|---|---|---|---|
| QA-CORE-SOURCE-MISSING | WARNING | institutions | 核心字段没有由注册表中允许承载核心数字的来源支持。 | 补充法定披露、行情接口或机构预测汇总页来源。 | institutions |
| QA-NEGATIVE-TTM-PROFIT | WARNING | metrics.ttm_attributable_profit | TTM 归母利润不为正，报告 PE 不适用。 | 使用正常化情景、PB 或反向估值。 | PE 模块 |
| QA-NEGATIVE-TTM-DEDUCT | WARNING | metrics.ttm_deduct_profit | TTM 扣非利润不为正，扣非 PE 不适用。 | 检查主营盈利恢复条件。 | 扣非 PE 模块 |
| QA-NEGATIVE-FCF | WARNING | metrics.annual_fcf | 最近完整年度简化自由现金流为负。 | 拆解营运资本、资本开支与回款持续性。 | DCF 与现金流交叉验证 |
| QA-INSTITUTION-NONE | INFO | institutions | 估值日没有可用机构盈利预测，已明确记录为空。 | 不得以公司业绩预告或自有情景冒充机构预期。 | 机构预期模块 |

## 12. 风险、上调与下调触发器

### 12.1 主要风险

- 仍未实现可持续盈利，估值依赖远期商业化。
- 现金从2025年末48.88亿元降至2026H1的23.81亿元，主要受并购付款影响。
- 信用减值损失升至0.91亿元，应收和存货增长带来回款及交付风险。
- 锋龙电气并表改变收入结构并增加商誉和整合复杂度。
- 客户集中度提高，单一大客户收入占24%。

### 12.2 上调触发器

- 全尺寸机器人订单持续转化为收入、回款和经营现金流。
- 毛利率维持且费用率下降，归母亏损继续快速收窄。

### 12.3 下调或失效触发器

- 应收或存货继续快于收入增长。
- 现金消耗超预期、并购整合不及预期或需要再次大额股权融资。

## 13. 复评增量清单

下次复评默认只更新：价格与市值、最新股本、最新财报/预告及修正、机构预测、现金债务、重大合同和公司行动。历史年报原文及已验证公式在没有重述触发器时直接复用。

## 14. 复算摘要

```text
总市值 = 85.65 × 503401373 = 43116327597.45 元
TTM 收入 = 年度 + 本期累计 - 上年同期 = 3063532582.29 元
TTM 归母 = 年度 + 本期累计 - 上年同期 = -695159499.42 元
TTM 扣非 = 年度 + 本期累计 - 上年同期 = -695159499.42 元
PB = 市值 ÷ 归母净资产 = 5.351296952642194835447451138
PS = 市值 ÷ TTM 收入 = 14.07405550269043095955549234
```

## 15. 结论边界

- 自动引擎冻结算术、口径、机构时效和异常检查，不替代对利润持续性、订单真实性、竞争格局和治理风险的人工判断。
- 机构预测、公司预告和本报告情景已分开标记，不把预测写成事实。
- 情景价值不是目标价承诺；若自动质检存在 ERROR，必须先修复输入再形成正式判断。
- 未披露的资产注入、并购或政策收益不得计入基础价值。

---

生成器版本：`1.0.0`；输入快照：`09880-HK-20260905-current`。

 ana-data/result/股票估值/当前估值/09880.HK/优必选估值快照_当前.json

New file
@@ -0,0 +1,170 @@
{
  "snapshot_id": "09880-HK-20260905-current",
  "meta": {
    "company": "优必选",
    "code": "09880.HK",
    "market": "香港联合交易所主板",
    "as_of_date": "2026-09-05",
    "currency": "HKD",
    "report_period_end": "2026-06-30",
    "latest_operating_info_date": "2026-08-28"
  },
  "market": {
    "price": 85.65,
    "price_type": "香港市场最新完整交易日未复权收盘价",
    "price_timestamp": "2026-09-04T16:00:00+08:00",
    "diluted_shares": 503401373,
    "shares_date": "2026-08-31",
    "platform_market_cap": 43116327697.45
  },
  "financials": {
    "annual": {
      "period_end": "2025-12-31",
      "basis": "audited_converted_to_hkd_at_2026-09-04_central_parity",
      "revenue": 2314417404.98,
      "attributable_profit": -813332485.14,
      "deduct_profit": -813332485.14,
      "cfo": -906927062.85,
      "capex": 473089823.96
    },
    "current_cumulative": {
      "period_end": "2026-06-30",
      "basis": "interim_results_unaudited_converted_to_hkd_at_2026-09-04_central_parity",
      "revenue": 1467915057.02,
      "attributable_profit": -360265099.82,
      "deduct_profit": -360265099.82,
      "cfo": null,
      "capex": null
    },
    "prior_year_same_period": {
      "period_end": "2025-06-30",
      "basis": "reported_comparative_converted_to_hkd_at_2026-09-04_central_parity",
      "revenue": 718799879.71,
      "attributable_profit": -478438085.54,
      "deduct_profit": -478438085.54,
      "cfo": null,
      "capex": null
    }
  },
  "balance_sheet": {
    "period_end": "2026-06-30",
    "equity": 8057173425.25,
    "cash_available": 2754184690.83,
    "non_operating_financial_assets": 406706146.34,
    "interest_bearing_debt": 1153508061.72,
    "minority_interest": 1032184501.84
  },
  "normalization": {
    "adjustments": [
      {
        "description": "港股法定披露无A股式扣非归母，以归母亏损作保守代理",
        "amount": 0,
        "basis": "2026H1归母亏损3.115亿元人民币；集团非GAAP净亏损3.388亿元人民币，未制造扣非指标"
      }
    ]
  },
  "valuation": {
    "scenarios": [
      {
        "name": "悲观",
        "role": "pessimistic",
        "method": "pb",
        "multiple_low": 1.5,
        "multiple_high": 3.0,
        "assumption": "规模交付放缓、应收和存货继续上升，现金消耗与并购整合压低估值倍数。"
      },
      {
        "name": "基准",
        "role": "base",
        "method": "pb",
        "multiple_low": 3.0,
        "multiple_high": 5.0,
        "assumption": "全尺寸人形机器人收入继续增长、亏损收窄，但仍以未盈利平台公司估值并计入现金与并购风险。"
      },
      {
        "name": "乐观",
        "role": "optimistic",
        "method": "pb",
        "multiple_low": 5.0,
        "multiple_high": 7.0,
        "assumption": "规模订单持续转化为收入和回款，毛利率维持改善，费用率下降并接近盈亏平衡。"
      }
    ],
    "reverse_pe_multiples": [20, 25, 30, 40, 50, 60, 75, 100],
    "exit_pe_multiples": [20, 25, 30, 40, 50, 60],
    "holding_period": {
      "years": 5,
      "required_return": 0.1,
      "cumulative_dividend_per_share": 0
    }
  },
  "institutions": {
    "coverage_status": "no_usable_forecasts",
    "forecasts": []
  },
  "sources": [
    {
      "id": "SRC-HKEX-09880-H1-20260828",
      "source_type": "archived_primary",
      "title": "优必选截至2026年6月30日止六个月中期业绩公告",
      "publish_date": "2026-08-28",
      "period_end": "2026-06-30",
      "url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0828/2026082801691.pdf",
      "supports": ["financials.current_cumulative", "financials.prior_year_same_period", "balance_sheet.equity", "balance_sheet.cash_available", "balance_sheet.interest_bearing_debt", "analysis"],
      "revision_status": "current"
    },
    {
      "id": "SRC-HKEX-09880-ANNUAL-2025",
      "source_type": "archived_primary",
      "title": "优必选2025年度报告",
      "publish_date": "2026-04-14",
      "period_end": "2025-12-31",
      "url": "https://www.hkexnews.hk/listedco/listconews/sehk/2026/0414/2026041401168.pdf",
      "supports": ["financials.annual"],
      "revision_status": "current"
    },
    {
      "id": "SRC-HKEX-09880-SHARES-202608",
      "source_type": "archived_primary",
      "title": "优必选截至2026年8月31日证券变动月报表",
      "publish_date": "2026-09-03",
      "period_end": "2026-08-31",
      "url": "https://www1.hkexnews.hk/search/titlesearch.xhtml?category=0&market=SEHK&stockId=1000208870",
      "supports": ["market.diluted_shares", "market.shares_date"],
      "revision_status": "current"
    },
    {
      "id": "SRC-EM-09880-20260904",
      "source_type": "quote_provider",
      "title": "东方财富优必选2026-09-04未复权日K与总股本",
      "publish_date": "2026-09-05",
      "period_end": "2026-09-04",
      "url": "https://push2his.eastmoney.com/api/qt/stock/kline/get?secid=116.09880",
      "supports": ["market.price", "market.platform_market_cap"],
      "revision_status": "current"
    },
    {
      "id": "SRC-FX-HKD-CNY-20260904",
      "source_type": "professional_database",
      "title": "2026-09-04人民币汇率中间价：1港元兑0.86458人民币",
      "publish_date": "2026-09-04",
      "period_end": "2026-09-04",
      "url": "https://hzf.mofcom.gov.cn/article/zyfw/jrfw/jrfwywzn/jrfwwh/hlfxglzy/202609/7872.html",
      "supports": ["financials", "balance_sheet", "valuation"],
      "revision_status": "current"
    }
  ],
  "analysis": {
    "company_type": "高速增长但仍亏损的人形机器人平台公司，并表锋龙电气后业务边界扩大",
    "primary_model": "PB情景为主，PS、收入结构、亏损收窄、现金消耗和并购整合交叉验证；负利润不使用PE",
    "cross_checks": ["2026H1收入与毛利率", "PB", "前瞻PS", "现金和债务", "应收与存货", "客户集中度"],
    "profit_sources": ["2026H1收入12.69亿元人民币，同比增长104%；其中全尺寸人形机器人收入5.90亿元，占46.5%。"],
    "profit_source_quality": ["毛利率升至44.7%，但归母仍亏损3.11亿元；单一客户贡献24%收入，应收账款和存货均明显增加。"],
    "risks": ["仍未实现可持续盈利，估值依赖远期商业化。", "现金从2025年末48.88亿元降至2026H1的23.81亿元，主要受并购付款影响。", "信用减值损失升至0.91亿元，应收和存货增长带来回款及交付风险。", "锋龙电气并表改变收入结构并增加商誉和整合复杂度。", "客户集中度提高，单一大客户收入占24%。"],
    "upgrade_triggers": ["全尺寸机器人订单持续转化为收入、回款和经营现金流。", "毛利率维持且费用率下降，归母亏损继续快速收窄。"],
    "downgrade_triggers": ["应收或存货继续快于收入增长。", "现金消耗超预期、并购整合不及预期或需要再次大额股权融资。"],
    "fx_rate_cny_per_hkd": 0.86458,
    "executive_conclusion": "85.65港元高于基准合理区间约48.02—80.03港元、但仍在乐观区间内，判断为偏贵；收入与毛利率改善真实，但价格已要求规模交付、回款和亏损收窄同时兑现。",
    "information_cutoff": "2026-09-05T23:30:00+08:00"
  }
}

 ana-data/result/股票估值/当前估值/301566.SZ/calculation/run_manifest.json

New file
@@ -0,0 +1,20 @@
{
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    "valuation_report.md": {
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      "sha256": "330a0998dd858d2bde8db53a155c6b67657eb43bed28e76e7cc2af04c7fd793d"
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      "sha256": "3a1059fbfba148ab4e539b8f29aabdabb3a0bf5eb3daee778c3907ce2697553f"
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  "engine_fingerprint": "adc4956be60736acd2804c0f4ec676f859b47506d8a418aefbc07444c7cc4b45",
  "engine_version": "1.0.0",
  "fingerprint": "a434560c4c343891daa4dc28d755a67b60e7ff2372403c41f421a90cf2bfbb1e",
  "manifest_version": "1.0.0",
  "qa_status": "PASS",
  "snapshot_path": "E:\\mb-ms-doc\\project-info\\ana-data\\result\\股票估值\\当前估值\\301566.SZ\\达利凯普估值快照_当前.json",
  "source_registry_path": "E:\\mb-ms-doc\\project-info\\dev\\ana-dev\\stock_valuation_pipeline\\source_registry.json",
  "status": "COMPLETE"
}

 ana-data/result/股票估值/当前估值/301566.SZ/calculation/valuation_report.md

New file
@@ -0,0 +1,188 @@
# 达利凯普（301566.SZ）价格合理性评估（流水线生成底稿）

> 估值基准日：2026-09-05  
> 价格时点：2026-09-04T15:00:00+08:00  
> 最新经营信息日：2026-08-28  
> 货币：CNY；金额计算统一使用元，表格按亿元展示。  
> 本文是研究计算底稿，不构成交易指令或收益承诺。

## 0. 结论摘要

**机械计算结论：当前价格处于基准合理区间。**

| 指标 | 结果 |
|---|---:|
| 当前价格 | 23.66 元/股 |
| 总市值 | 94.64 亿元 |
| 企业价值 EV | 85.63 亿元 |
| TTM 归母净利润 | 1.8906 亿元 |
| TTM 扣非净利润 | 1.6378 亿元 |
| TTM 收入 | 4.1211 亿元 |
| 报告 PE | 50.06 倍 |
| PB | 5.93 倍 |
| PS | 22.97 倍 |
| 自动质检 | PASS（错误 0 / 警告 0） |

## 1. 市场与资本结构快照

| 项目 | 数值 | 公式或口径 |
|---|---:|---|
| 股价 | 23.66 元 | 前复权完整交易日收盘价（与未复权报价同值核验） |
| 完全摊薄股本 | 4.000100 亿股 | 股本日：2026-09-05 |
| 复算总市值 | 94.6424 亿元 | 股价 × 完全摊薄股本 |
| 归母净资产 | 15.9479 亿元 | 截至 2026-06-30 |
| 每股净资产 | 3.9869 元 | 净资产 ÷ 摊薄股本 |
| 企业价值 | 85.6316 亿元 | 市值 + 有息负债 + 少数股东权益 - 可用现金 - 非经营金融资产 |

## 2. 信息来源与固定优先级

本次使用信源注册表版本 `1.0.0`。来源身份和优先级沿用固定注册表；本次只检查公司、报告期、版本、修订状态和数据口径。

| ID | 等级 | 来源 | 发布日 | 支持字段 | 修订状态 |
|---|---|---|---|---|---|
| SRC-CNINFO-301566-H1-20260828 | A1 | [达利凯普2026年半年度报告](https://static.cninfo.com.cn/finalpage/2026-08-28/1225517641.PDF) | 2026-08-28 | financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity | current |
| SRC-EM-FINANCE-301566-20260905 | C1 | [东方财富结构化财务与法定报告勾稽](https://datacenter-web.eastmoney.com/api/data/v1/get) | 2026-08-28 | financials.annual, financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity | current |
| SRC-MARKET-301566-20260905 | B1 | [trading_xuntou前复权收盘与东方财富当前总股本勾稽](https://push2.eastmoney.com/api/qt/stock/get) | 2026-09-05 | market.price, market.diluted_shares, market.platform_market_cap | current |
| SRC-NO-CONSENSUS-301566-20260905 | B2 | [固定机构预测明细未形成可用样本](https://datacenter-web.eastmoney.com/api/data/v1/get) | 2026-09-05 | institutions | current |

停止搜索规则：取得法定披露或合规效率型来源、日期与口径明确、无修订、数字可勾稽且无数量级异常后，不再为同一数字寻找更多转载来源。

## 3. 业务与利润来源

- 主要利润来自射频微波MLCC及相关陶瓷电容器，属于MLCC细分直接公司。

### 3.1 利润来源可靠性

- 2026H1扣非利润增长，但经营现金流同比回落，规模仍小且客户认证节奏影响较大。

## 4. TTM 与归一化利润

```text
TTM = 最近完整年度 + 本期累计/预告 - 上年同期累计
TTM 收入 = 3.6236 亿元 + 2.4480 亿元 - 1.9505 亿元 = 4.1211 亿元
TTM 归母 = 1.5914 亿元 + 1.1904 亿元 - 0.8912 亿元 = 1.8906 亿元
TTM 扣非 = 1.4424 亿元 + 1.0216 亿元 - 0.8261 亿元 = 1.6378 亿元
```

| 归一化调整 | 对可持续利润的带符号影响 | 依据 |
|---|---:|---|
| 以最新TTM扣非归母利润替代TTM归母利润作为核心盈利代理 | -0.2528 亿元 | 2025-12-31+2026-06-30-2025-06-30 |

归一化结果为 **1.6378 亿元**；只有调整项证据充分时才可用作主估值利润。

## 5. 机构盈利预期

覆盖状态：`no_usable_forecasts`。早于最新经营信息日、或低于已实现累计利润的预测自动排除出当前一致预期。

| 年度 | 机构数 | 利润最小值 | 利润均值 | 利润中位数 | 利润最大值 | EPS 均值 | 对应 PE |
|---|---:|---:|---:|---:|---:|---:|---:|
| 无可用预测 | 0 | N/A | N/A | N/A | N/A | N/A | N/A |

| 机构 | 研报日期 | 预测 | 核心假设 | 状态 | 纳入一致预期 |
|---|---|---|---|---|---|
| 无 | — | — | — | NO_USABLE_FORECASTS | 否 |

## 6. 利润质量、现金流与资产负债

| 指标 | 结果 | 判断入口 |
|---|---:|---|
| 最近年度 CFO | 1.5569 亿元 | 与利润、营运资本对照 |
| 最近年度资本开支 | 0.0920 亿元 | 现金流出正数口径 |
| 最近年度简化 FCF | 1.4649 亿元 | CFO - 资本开支 |
| 本期累计简化 FCF | 0.3568 亿元 | 仅在 CFO 与资本开支均可得时计算 |
| 可用现金 | 4.8774 亿元 | 已排除受限或经营最低现金（由输入方确认） |
| 有息负债 | 0.0014 亿元 | 最新时点 |

- 需结合应收、存货、合同资产与回款补充人工解释

## 7. 模型选择

- 公司类型：射频微波MLCC细分公司
- 主模型：TTM扣非PE三情景，结合被动元件细分稀缺性与现金流交叉验证
- 交叉验证：TTM扣非PE, PB, PS, 经营现金流, 同行高可靠被动元件估值

## 8. 悲观、基准、乐观情景估值

| 情景 | 方法 | 核心假设 | 股权价值区间 | 每股价值区间 | 相对当前价 | 五年年化区间 |
|---|---|---|---:|---:|---:|---:|
| 悲观 | PE | 射频微波MLCC需求与认证放量低于预期，盈利回到较低增速。 | 19.80 亿元～37.50 亿元 | 4.95～9.37 元 | -79.1%～-60.4% | -26.9%～-16.9% |
| 基准 | PE | H1增长延续但保持小体量与客户认证折价，不把细分稀缺性无限外推。 | 42.50 亿元～96.00 亿元 | 10.62～24.00 元 | -55.1%～1.4% | -14.8%～0.3% |
| 乐观 | PE | 高Q、高可靠MLCC放量，收入、利润和现金流同步兑现。 | 96.00 亿元～150.00 亿元 | 24.00～37.50 元 | 1.4%～58.5% | 0.3%～9.6% |

## 9. 当前价格反向隐含利润

| 假设 PE | 隐含 EPS | 隐含归母利润 | 占 TTM 收入 |
|---:|---:|---:|---:|
| 15 倍 | 1.577 元 | 6.31 亿元 | 153.1% |
| 18 倍 | 1.314 元 | 5.26 亿元 | 127.6% |
| 20 倍 | 1.183 元 | 4.73 亿元 | 114.8% |
| 25 倍 | 0.946 元 | 3.79 亿元 | 91.9% |
| 30 倍 | 0.789 元 | 3.15 亿元 | 76.6% |
| 35 倍 | 0.676 元 | 2.70 亿元 | 65.6% |
| 40 倍 | 0.592 元 | 2.37 亿元 | 57.4% |
| 50 倍 | 0.473 元 | 1.89 亿元 | 45.9% |
| 60 倍 | 0.394 元 | 1.58 亿元 | 38.3% |
| 80 倍 | 0.296 元 | 1.18 亿元 | 28.7% |
| 100 倍 | 0.237 元 | 0.95 亿元 | 23.0% |

## 10. 持有期回报压力测试

若要求 5 年年化回报 10.0%，并假设累计每股分红 0.00 元，则所需退出价格为 **38.10 元**。

| 退出 PE | 届时所需归母利润 |
|---:|---:|
| 18 倍 | 8.47 亿元 |
| 20 倍 | 7.62 亿元 |
| 25 倍 | 6.10 亿元 |
| 30 倍 | 5.08 亿元 |
| 35 倍 | 4.35 亿元 |
| 40 倍 | 3.81 亿元 |

## 11. 自动质检与异常驱动复核

总体状态：`PASS`。ERROR 会阻止把底稿当作正式结论；WARNING 只要求局部补查，不应重跑全部流程。

| 异常 ID | 严重度 | 数据项 | 现象 | 需要补什么 | 修复后重算范围 |
|---|---|---|---|---|---|
| QA-INSTITUTION-NONE | INFO | institutions | 估值日没有可用机构盈利预测，已明确记录为空。 | 不得以公司业绩预告或自有情景冒充机构预期。 | 机构预期模块 |

## 12. 风险、上调与下调触发器

### 12.1 主要风险

- 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。

### 12.2 上调触发器

- 高Q、高可靠产品收入和客户数量增长，现金流同步改善。

### 12.3 下调或失效触发器

- 收入增速放缓、经营现金流继续下降或新增产能利用率不及预期。

## 13. 复评增量清单

下次复评默认只更新：价格与市值、最新股本、最新财报/预告及修正、机构预测、现金债务、重大合同和公司行动。历史年报原文及已验证公式在没有重述触发器时直接复用。

## 14. 复算摘要

```text
总市值 = 23.66 × 400010000 = 9464236600.00 元
TTM 收入 = 年度 + 本期累计 - 上年同期 = 412107714.93 元
TTM 归母 = 年度 + 本期累计 - 上年同期 = 189063169.48 元
TTM 扣非 = 年度 + 本期累计 - 上年同期 = 163781353.41 元
PB = 市值 ÷ 归母净资产 = 5.934461405690921148562871699
PS = 市值 ÷ TTM 收入 = 22.96544388063101675163778764
```

## 15. 结论边界

- 自动引擎冻结算术、口径、机构时效和异常检查，不替代对利润持续性、订单真实性、竞争格局和治理风险的人工判断。
- 机构预测、公司预告和本报告情景已分开标记，不把预测写成事实。
- 情景价值不是目标价承诺；若自动质检存在 ERROR，必须先修复输入再形成正式判断。
- 未披露的资产注入、并购或政策收益不得计入基础价值。

---

生成器版本：`1.0.0`；输入快照：`301566-SZ-20260905-current`。

 ana-data/result/股票估值/当前估值/301566.SZ/calculation/valuation_results.json

New file
@@ -0,0 +1,211 @@
{
  "conclusion": {
    "base_midpoint": "17.31206719832004199895002625",
    "price_label": "当前价格处于基准合理区间",
    "price_position": "WITHIN_BASE_RANGE",
    "safety_margin_to_base_midpoint": "-0.3666767653429602888086642599"
  },
  "engine_version": "1.0.0",
  "holding_period": {
    "cumulative_dividend_per_share": "0",
    "required_exit_price": "38.1046666",
    "required_profit_by_exit_pe": [
      {
        "exit_pe": "18",
        "required_profit": "846791538.1481111111111111111"
      },
      {
        "exit_pe": "20",
        "required_profit": "762112384.3333000"
      },
      {
        "exit_pe": "25",
        "required_profit": "609689907.4666400"
      },
      {
        "exit_pe": "30",
        "required_profit": "508074922.8888666666666666667"
      },
      {
        "exit_pe": "35",
        "required_profit": "435492791.0476000"
      },
      {
        "exit_pe": "40",
        "required_profit": "381056192.1666500"
      }
    ],
    "required_return": "0.1",
    "years": 5
  },
  "institutions": {
    "coverage_status": "no_usable_forecasts",
    "detail": [],
    "summary": {}
  },
  "meta": {
    "as_of_date": "2026-09-05",
    "code": "301566.SZ",
    "company": "达利凯普",
    "currency": "CNY",
    "latest_operating_info_date": "2026-08-28",
    "market": "深交所创业板",
    "report_period_end": "2026-06-30"
  },
  "metrics": {
    "annual_cash_conversion": "0.9783150360466893132168301610",
    "annual_fcf": "146489009.20",
    "book_value_per_share": "3.986882445188870278243043924",
    "current_fcf": "35675598.13",
    "deduct_pe": "57.78580041592293983229943563",
    "diluted_shares": "400010000",
    "enterprise_value": "8563156546.39",
    "market_cap": "9464236600.00",
    "normalized_eps": "0.4094431474463138421539461513",
    "normalized_pe": "57.78580041592293983229943563",
    "normalized_profit": "163781353.41",
    "pb": "5.934461405690921148562871699",
    "price": "23.66",
    "ps": "22.96544388063101675163778764",
    "reported_pe": "50.05859483912424252880455837",
    "ttm_attributable_profit": "189063169.48",
    "ttm_deduct_profit": "163781353.41",
    "ttm_eps": "0.4726461075473113172170695733",
    "ttm_revenue": "412107714.93"
  },
  "normalization_adjustments": [
    {
      "amount": "-25281816.07",
      "basis": "2025-12-31+2026-06-30-2025-06-30",
      "description": "以最新TTM扣非归母利润替代TTM归母利润作为核心盈利代理"
    }
  ],
  "qa": {
    "error_count": 0,
    "info_count": 1,
    "issues": [
      {
        "action": "不得以公司业绩预告或自有情景冒充机构预期。",
        "field": "institutions",
        "issue_id": "QA-INSTITUTION-NONE",
        "message": "估值日没有可用机构盈利预测，已明确记录为空。",
        "recalc_scope": "机构预期模块",
        "severity": "INFO"
      }
    ],
    "status": "PASS",
    "warning_count": 0
  },
  "reverse_pe": [
    {
      "implied_eps": "1.577333333333333333333333333",
      "implied_margin": "1.531029592042067783442519176",
      "implied_profit": "630949106.6666666666666666667",
      "pe": "15"
    },
    {
      "implied_eps": "1.314444444444444444444444444",
      "implied_margin": "1.275857993368389819535432647",
      "implied_profit": "525790922.2222222222222222222",
      "pe": "18"
    },
    {
      "implied_eps": "1.183",
      "implied_margin": "1.148272194031550837581889382",
      "implied_profit": "473211830.00",
      "pe": "20"
    },
    {
      "implied_eps": "0.9464",
      "implied_margin": "0.9186177552252406700655115057",
      "implied_profit": "378569464.00",
      "pe": "25"
    },
    {
      "implied_eps": "0.7886666666666666666666666667",
      "implied_margin": "0.7655147960210338917212595880",
      "implied_profit": "315474553.3333333333333333333",
      "pe": "30"
    },
    {
      "implied_eps": "0.676",
      "implied_margin": "0.6561555394466004786182225040",
      "implied_profit": "270406760.00",
      "pe": "35"
    },
    {
      "implied_eps": "0.5915",
      "implied_margin": "0.5741360970157754187909446910",
      "implied_profit": "236605915.00",
      "pe": "40"
    },
    {
      "implied_eps": "0.4732",
      "implied_margin": "0.4593088776126203350327557528",
      "implied_profit": "189284732.00",
      "pe": "50"
    },
    {
      "implied_eps": "0.3943333333333333333333333333",
      "implied_margin": "0.3827573980105169458606297941",
      "implied_profit": "157737276.6666666666666666667",
      "pe": "60"
    },
    {
      "implied_eps": "0.29575",
      "implied_margin": "0.2870680485078877093954723455",
      "implied_profit": "118302957.50",
      "pe": "80"
    },
    {
      "implied_eps": "0.2366",
      "implied_margin": "0.2296544388063101675163778764",
      "implied_profit": "94642366.00",
      "pe": "100"
    }
  ],
  "scenarios": [
    {
      "assumption": "射频微波MLCC需求与认证放量低于预期，盈利回到较低增速。",
      "cagr_high": "-0.16902274677596196",
      "cagr_low": "-0.26866573751903977",
      "equity_value_high": "3750000000",
      "equity_value_low": "1980000000",
      "method": "pe",
      "name": "悲观",
      "price_high": "9.374765630859228519287017825",
      "price_low": "4.949876253093672658183545411",
      "role": "pessimistic",
      "upside_to_high": "-0.6037715287041746187959840311",
      "upside_to_low": "-0.7907913671558041987242795684"
    },
    {
      "assumption": "H1增长延续但保持小体量与客户认证折价，不把细分稀缺性无限外推。",
      "cagr_high": "0.0028526555223575834",
      "cagr_low": "-0.14795865700275757",
      "equity_value_high": "9600000000",
      "equity_value_low": "4250000000",
      "method": "pe",
      "name": "基准",
      "price_high": "23.99940001499962500937476563",
      "price_low": "10.62473438164045898852528687",
      "role": "base",
      "upside_to_high": "0.014344886517312975882280880",
      "upside_to_low": "-0.5509410658647312346354485685"
    },
    {
      "assumption": "高Q、高可靠MLCC放量，收入、利润和现金流同步兑现。",
      "cagr_high": "0.09648105930144868",
      "cagr_low": "0.0028526555223575834",
      "equity_value_high": "15000000000",
      "equity_value_low": "9600000000",
      "method": "pe",
      "name": "乐观",
      "price_high": "37.49906252343691407714807130",
      "price_low": "23.99940001499962500937476563",
      "role": "optimistic",
      "upside_to_high": "0.584913885183301524816063876",
      "upside_to_low": "0.014344886517312975882280880"
    }
  ]
}

 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

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@@ -0,0 +1,188 @@
# 达利凯普（301566.SZ）价格合理性评估（流水线生成底稿）

> 估值基准日：2026-09-05  
> 价格时点：2026-09-04T15:00:00+08:00  
> 最新经营信息日：2026-08-28  
> 货币：CNY；金额计算统一使用元，表格按亿元展示。  
> 本文是研究计算底稿，不构成交易指令或收益承诺。

## 0. 结论摘要

**机械计算结论：当前价格处于基准合理区间。**

| 指标 | 结果 |
|---|---:|
| 当前价格 | 23.66 元/股 |
| 总市值 | 94.64 亿元 |
| 企业价值 EV | 85.63 亿元 |
| TTM 归母净利润 | 1.8906 亿元 |
| TTM 扣非净利润 | 1.6378 亿元 |
| TTM 收入 | 4.1211 亿元 |
| 报告 PE | 50.06 倍 |
| PB | 5.93 倍 |
| PS | 22.97 倍 |
| 自动质检 | PASS（错误 0 / 警告 0） |

## 1. 市场与资本结构快照

| 项目 | 数值 | 公式或口径 |
|---|---:|---|
| 股价 | 23.66 元 | 前复权完整交易日收盘价（与未复权报价同值核验） |
| 完全摊薄股本 | 4.000100 亿股 | 股本日：2026-09-05 |
| 复算总市值 | 94.6424 亿元 | 股价 × 完全摊薄股本 |
| 归母净资产 | 15.9479 亿元 | 截至 2026-06-30 |
| 每股净资产 | 3.9869 元 | 净资产 ÷ 摊薄股本 |
| 企业价值 | 85.6316 亿元 | 市值 + 有息负债 + 少数股东权益 - 可用现金 - 非经营金融资产 |

## 2. 信息来源与固定优先级

本次使用信源注册表版本 `1.0.0`。来源身份和优先级沿用固定注册表；本次只检查公司、报告期、版本、修订状态和数据口径。

| ID | 等级 | 来源 | 发布日 | 支持字段 | 修订状态 |
|---|---|---|---|---|---|
| SRC-CNINFO-301566-H1-20260828 | A1 | [达利凯普2026年半年度报告](https://static.cninfo.com.cn/finalpage/2026-08-28/1225517641.PDF) | 2026-08-28 | financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity | current |
| SRC-EM-FINANCE-301566-20260905 | C1 | [东方财富结构化财务与法定报告勾稽](https://datacenter-web.eastmoney.com/api/data/v1/get) | 2026-08-28 | financials.annual, financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity | current |
| SRC-MARKET-301566-20260905 | B1 | [trading_xuntou前复权收盘与东方财富当前总股本勾稽](https://push2.eastmoney.com/api/qt/stock/get) | 2026-09-05 | market.price, market.diluted_shares, market.platform_market_cap | current |
| SRC-NO-CONSENSUS-301566-20260905 | B2 | [固定机构预测明细未形成可用样本](https://datacenter-web.eastmoney.com/api/data/v1/get) | 2026-09-05 | institutions | current |

停止搜索规则：取得法定披露或合规效率型来源、日期与口径明确、无修订、数字可勾稽且无数量级异常后，不再为同一数字寻找更多转载来源。

## 3. 业务与利润来源

- 主要利润来自射频微波MLCC及相关陶瓷电容器，属于MLCC细分直接公司。

### 3.1 利润来源可靠性

- 2026H1扣非利润增长，但经营现金流同比回落，规模仍小且客户认证节奏影响较大。

## 4. TTM 与归一化利润

```text
TTM = 最近完整年度 + 本期累计/预告 - 上年同期累计
TTM 收入 = 3.6236 亿元 + 2.4480 亿元 - 1.9505 亿元 = 4.1211 亿元
TTM 归母 = 1.5914 亿元 + 1.1904 亿元 - 0.8912 亿元 = 1.8906 亿元
TTM 扣非 = 1.4424 亿元 + 1.0216 亿元 - 0.8261 亿元 = 1.6378 亿元
```

| 归一化调整 | 对可持续利润的带符号影响 | 依据 |
|---|---:|---|
| 以最新TTM扣非归母利润替代TTM归母利润作为核心盈利代理 | -0.2528 亿元 | 2025-12-31+2026-06-30-2025-06-30 |

归一化结果为 **1.6378 亿元**；只有调整项证据充分时才可用作主估值利润。

## 5. 机构盈利预期

覆盖状态：`no_usable_forecasts`。早于最新经营信息日、或低于已实现累计利润的预测自动排除出当前一致预期。

| 年度 | 机构数 | 利润最小值 | 利润均值 | 利润中位数 | 利润最大值 | EPS 均值 | 对应 PE |
|---|---:|---:|---:|---:|---:|---:|---:|
| 无可用预测 | 0 | N/A | N/A | N/A | N/A | N/A | N/A |

| 机构 | 研报日期 | 预测 | 核心假设 | 状态 | 纳入一致预期 |
|---|---|---|---|---|---|
| 无 | — | — | — | NO_USABLE_FORECASTS | 否 |

## 6. 利润质量、现金流与资产负债

| 指标 | 结果 | 判断入口 |
|---|---:|---|
| 最近年度 CFO | 1.5569 亿元 | 与利润、营运资本对照 |
| 最近年度资本开支 | 0.0920 亿元 | 现金流出正数口径 |
| 最近年度简化 FCF | 1.4649 亿元 | CFO - 资本开支 |
| 本期累计简化 FCF | 0.3568 亿元 | 仅在 CFO 与资本开支均可得时计算 |
| 可用现金 | 4.8774 亿元 | 已排除受限或经营最低现金（由输入方确认） |
| 有息负债 | 0.0014 亿元 | 最新时点 |

- 需结合应收、存货、合同资产与回款补充人工解释

## 7. 模型选择

- 公司类型：射频微波MLCC细分公司
- 主模型：TTM扣非PE三情景，结合被动元件细分稀缺性与现金流交叉验证
- 交叉验证：TTM扣非PE, PB, PS, 经营现金流, 同行高可靠被动元件估值

## 8. 悲观、基准、乐观情景估值

| 情景 | 方法 | 核心假设 | 股权价值区间 | 每股价值区间 | 相对当前价 | 五年年化区间 |
|---|---|---|---:|---:|---:|---:|
| 悲观 | PE | 射频微波MLCC需求与认证放量低于预期，盈利回到较低增速。 | 19.80 亿元～37.50 亿元 | 4.95～9.37 元 | -79.1%～-60.4% | -26.9%～-16.9% |
| 基准 | PE | H1增长延续但保持小体量与客户认证折价，不把细分稀缺性无限外推。 | 42.50 亿元～96.00 亿元 | 10.62～24.00 元 | -55.1%～1.4% | -14.8%～0.3% |
| 乐观 | PE | 高Q、高可靠MLCC放量，收入、利润和现金流同步兑现。 | 96.00 亿元～150.00 亿元 | 24.00～37.50 元 | 1.4%～58.5% | 0.3%～9.6% |

## 9. 当前价格反向隐含利润

| 假设 PE | 隐含 EPS | 隐含归母利润 | 占 TTM 收入 |
|---:|---:|---:|---:|
| 15 倍 | 1.577 元 | 6.31 亿元 | 153.1% |
| 18 倍 | 1.314 元 | 5.26 亿元 | 127.6% |
| 20 倍 | 1.183 元 | 4.73 亿元 | 114.8% |
| 25 倍 | 0.946 元 | 3.79 亿元 | 91.9% |
| 30 倍 | 0.789 元 | 3.15 亿元 | 76.6% |
| 35 倍 | 0.676 元 | 2.70 亿元 | 65.6% |
| 40 倍 | 0.592 元 | 2.37 亿元 | 57.4% |
| 50 倍 | 0.473 元 | 1.89 亿元 | 45.9% |
| 60 倍 | 0.394 元 | 1.58 亿元 | 38.3% |
| 80 倍 | 0.296 元 | 1.18 亿元 | 28.7% |
| 100 倍 | 0.237 元 | 0.95 亿元 | 23.0% |

## 10. 持有期回报压力测试

若要求 5 年年化回报 10.0%，并假设累计每股分红 0.00 元，则所需退出价格为 **38.10 元**。

| 退出 PE | 届时所需归母利润 |
|---:|---:|
| 18 倍 | 8.47 亿元 |
| 20 倍 | 7.62 亿元 |
| 25 倍 | 6.10 亿元 |
| 30 倍 | 5.08 亿元 |
| 35 倍 | 4.35 亿元 |
| 40 倍 | 3.81 亿元 |

## 11. 自动质检与异常驱动复核

总体状态：`PASS`。ERROR 会阻止把底稿当作正式结论；WARNING 只要求局部补查，不应重跑全部流程。

| 异常 ID | 严重度 | 数据项 | 现象 | 需要补什么 | 修复后重算范围 |
|---|---|---|---|---|---|
| QA-INSTITUTION-NONE | INFO | institutions | 估值日没有可用机构盈利预测，已明确记录为空。 | 不得以公司业绩预告或自有情景冒充机构预期。 | 机构预期模块 |

## 12. 风险、上调与下调触发器

### 12.1 主要风险

- 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。

### 12.2 上调触发器

- 高Q、高可靠产品收入和客户数量增长，现金流同步改善。

### 12.3 下调或失效触发器

- 收入增速放缓、经营现金流继续下降或新增产能利用率不及预期。

## 13. 复评增量清单

下次复评默认只更新：价格与市值、最新股本、最新财报/预告及修正、机构预测、现金债务、重大合同和公司行动。历史年报原文及已验证公式在没有重述触发器时直接复用。

## 14. 复算摘要

```text
总市值 = 23.66 × 400010000 = 9464236600.00 元
TTM 收入 = 年度 + 本期累计 - 上年同期 = 412107714.93 元
TTM 归母 = 年度 + 本期累计 - 上年同期 = 189063169.48 元
TTM 扣非 = 年度 + 本期累计 - 上年同期 = 163781353.41 元
PB = 市值 ÷ 归母净资产 = 5.934461405690921148562871699
PS = 市值 ÷ TTM 收入 = 22.96544388063101675163778764
```

## 15. 结论边界

- 自动引擎冻结算术、口径、机构时效和异常检查，不替代对利润持续性、订单真实性、竞争格局和治理风险的人工判断。
- 机构预测、公司预告和本报告情景已分开标记，不把预测写成事实。
- 情景价值不是目标价承诺；若自动质检存在 ERROR，必须先修复输入再形成正式判断。
- 未披露的资产注入、并购或政策收益不得计入基础价值。

---

生成器版本：`1.0.0`；输入快照：`301566-SZ-20260905-current`。

 ana-data/result/股票估值/当前估值/301566.SZ/达利凯普估值快照_当前.json

New file
@@ -0,0 +1,164 @@
{
  "snapshot_id": "301566-SZ-20260905-current",
  "meta": {
    "company": "达利凯普",
    "code": "301566.SZ",
    "market": "深交所创业板",
    "as_of_date": "2026-09-05",
    "currency": "CNY",
    "report_period_end": "2026-06-30",
    "latest_operating_info_date": "2026-08-28"
  },
  "market": {
    "price": 23.66,
    "price_type": "前复权完整交易日收盘价（与未复权报价同值核验）",
    "price_timestamp": "2026-09-04T15:00:00+08:00",
    "diluted_shares": 400010000,
    "shares_date": "2026-09-05",
    "platform_market_cap": 9464236600
  },
  "financials": {
    "annual": {
      "period_end": "2025-12-31",
      "basis": "audited",
      "revenue": 362358396.78,
      "attributable_profit": 159140506.64,
      "deduct_profit": 144236410.1,
      "cfo": 155689550.49,
      "capex": 9200541.29
    },
    "current_cumulative": {
      "period_end": "2026-06-30",
      "basis": "interim_report_unaudited",
      "revenue": 244798437.8,
      "attributable_profit": 119041894.35,
      "deduct_profit": 102158651.2,
      "cfo": 47120803.31,
      "capex": 11445205.18
    },
    "prior_year_same_period": {
      "period_end": "2025-06-30",
      "basis": "reported_comparative",
      "revenue": 195049119.65,
      "attributable_profit": 89119231.51,
      "deduct_profit": 82613707.89,
      "cfo": 72571472.87,
      "capex": 6131141.68
    }
  },
  "balance_sheet": {
    "period_end": "2026-06-30",
    "equity": 1594792846.9,
    "cash_available": 487742707.56,
    "non_operating_financial_assets": 417310665.87,
    "interest_bearing_debt": 138672.3,
    "minority_interest": 3834647.52
  },
  "normalization": {
    "adjustments": [
      {
        "description": "以最新TTM扣非归母利润替代TTM归母利润作为核心盈利代理",
        "amount": -25281816.07,
        "basis": "2025-12-31+2026-06-30-2025-06-30"
      }
    ]
  },
  "valuation": {
    "scenarios": [
      {
        "name": "悲观",
        "role": "pessimistic",
        "method": "pe",
        "profit_low": 110000000,
        "profit_high": 150000000,
        "multiple_low": 18,
        "multiple_high": 25,
        "assumption": "射频微波MLCC需求与认证放量低于预期，盈利回到较低增速。"
      },
      {
        "name": "基准",
        "role": "base",
        "method": "pe",
        "profit_low": 170000000,
        "profit_high": 240000000,
        "multiple_low": 25,
        "multiple_high": 40,
        "assumption": "H1增长延续但保持小体量与客户认证折价，不把细分稀缺性无限外推。"
      },
      {
        "name": "乐观",
        "role": "optimistic",
        "method": "pe",
        "profit_low": 240000000,
        "profit_high": 300000000,
        "multiple_low": 40,
        "multiple_high": 50,
        "assumption": "高Q、高可靠MLCC放量，收入、利润和现金流同步兑现。"
      }
    ],
    "reverse_pe_multiples": [15, 18, 20, 25, 30, 35, 40, 50, 60, 80, 100],
    "exit_pe_multiples": [18, 20, 25, 30, 35, 40],
    "holding_period": {
      "years": 5,
      "required_return": 0.1,
      "cumulative_dividend_per_share": 0
    }
  },
  "institutions": {
    "coverage_status": "no_usable_forecasts",
    "forecasts": []
  },
  "sources": [
    {
      "id": "SRC-CNINFO-301566-H1-20260828",
      "source_type": "cninfo",
      "title": "达利凯普2026年半年度报告",
      "publish_date": "2026-08-28",
      "period_end": "2026-06-30",
      "url": "https://static.cninfo.com.cn/finalpage/2026-08-28/1225517641.PDF",
      "supports": ["financials.current_cumulative", "financials.prior_year_same_period", "balance_sheet.equity"],
      "revision_status": "current"
    },
    {
      "id": "SRC-EM-FINANCE-301566-20260905",
      "source_type": "financial_mirror",
      "title": "东方财富结构化财务与法定报告勾稽",
      "publish_date": "2026-08-28",
      "period_end": "2026-06-30",
      "url": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "supports": ["financials.annual", "financials.current_cumulative", "financials.prior_year_same_period", "balance_sheet.equity"],
      "revision_status": "current"
    },
    {
      "id": "SRC-MARKET-301566-20260905",
      "source_type": "quote_provider",
      "title": "trading_xuntou前复权收盘与东方财富当前总股本勾稽",
      "publish_date": "2026-09-05",
      "period_end": "2026-09-04",
      "url": "https://push2.eastmoney.com/api/qt/stock/get",
      "supports": ["market.price", "market.diluted_shares", "market.platform_market_cap"],
      "revision_status": "current"
    },
    {
      "id": "SRC-NO-CONSENSUS-301566-20260905",
      "source_type": "institution_aggregator",
      "title": "固定机构预测明细未形成可用样本",
      "publish_date": "2026-09-05",
      "period_end": "2026-09-05",
      "url": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "supports": ["institutions"],
      "revision_status": "current"
    }
  ],
  "analysis": {
    "company_type": "射频微波MLCC细分公司",
    "primary_model": "TTM扣非PE三情景，结合被动元件细分稀缺性与现金流交叉验证",
    "cross_checks": ["TTM扣非PE", "PB", "PS", "经营现金流", "同行高可靠被动元件估值"],
    "profit_sources": ["主要利润来自射频微波MLCC及相关陶瓷电容器，属于MLCC细分直接公司。"],
    "profit_source_quality": ["2026H1扣非利润增长，但经营现金流同比回落，规模仍小且客户认证节奏影响较大。"],
    "risks": ["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。"],
    "upgrade_triggers": ["高Q、高可靠产品收入和客户数量增长，现金流同步改善。"],
    "downgrade_triggers": ["收入增速放缓、经营现金流继续下降或新增产能利用率不及预期。"],
    "information_cutoff": "2026-09-05T22:14:10+08:00"
  }
}

 ana-data/result/股票估值/当前估值/688519.SH/calculation/run_manifest.json

New file
@@ -0,0 +1,20 @@
{
  "artifacts": {
    "valuation_report.md": {
      "bytes": 9484,
      "sha256": "2cc24857706f8705a8446f6bc26826bcfa89027a4ed6cb4536443ebcfe27a066"
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    "valuation_results.json": {
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      "sha256": "b190e6fa806e8f50820d1f5722065694ac83556a5f143af687b2b36b468c36ef"
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  "engine_fingerprint": "adc4956be60736acd2804c0f4ec676f859b47506d8a418aefbc07444c7cc4b45",
  "engine_version": "1.0.0",
  "fingerprint": "fede7c876078912ca710064dc8a4931668ff550026130a766ecbe8caff5199e2",
  "manifest_version": "1.0.0",
  "qa_status": "PASS_WITH_WARNINGS",
  "snapshot_path": "E:\\mb-ms-doc\\project-info\\ana-data\\result\\股票估值\\当前估值\\688519.SH\\南亚新材估值快照_当前.json",
  "source_registry_path": "E:\\mb-ms-doc\\project-info\\dev\\ana-dev\\stock_valuation_pipeline\\source_registry.json",
  "status": "COMPLETE"
}

 ana-data/result/股票估值/当前估值/688519.SH/calculation/valuation_report.md

New file
@@ -0,0 +1,191 @@
# 南亚新材（688519.SH）价格合理性评估（流水线生成底稿）

> 估值基准日：2026-09-05  
> 价格时点：2026-09-04T15:00:00+08:00  
> 最新经营信息日：2026-08-29  
> 货币：CNY；金额计算统一使用元，表格按亿元展示。  
> 本文是研究计算底稿，不构成交易指令或收益承诺。

## 0. 结论摘要

**机械计算结论：当前价格高于乐观情景上限。**

| 指标 | 结果 |
|---|---:|
| 当前价格 | 267.14 元/股 |
| 总市值 | 628.26 亿元 |
| 企业价值 EV | 633.73 亿元 |
| TTM 归母净利润 | 6.1420 亿元 |
| TTM 扣非净利润 | 5.8974 亿元 |
| TTM 收入 | 71.4643 亿元 |
| 报告 PE | 102.29 倍 |
| PB | 19.19 倍 |
| PS | 8.79 倍 |
| 自动质检 | PASS_WITH_WARNINGS（错误 0 / 警告 1） |

## 1. 市场与资本结构快照

| 项目 | 数值 | 公式或口径 |
|---|---:|---|
| 股价 | 267.14 元 | 前复权完整交易日收盘价（与未复权报价同值核验） |
| 完全摊薄股本 | 2.351804 亿股 | 股本日：2026-09-05 |
| 复算总市值 | 628.2610 亿元 | 股价 × 完全摊薄股本 |
| 归母净资产 | 32.7374 亿元 | 截至 2026-06-30 |
| 每股净资产 | 13.9201 元 | 净资产 ÷ 摊薄股本 |
| 企业价值 | 633.7332 亿元 | 市值 + 有息负债 + 少数股东权益 - 可用现金 - 非经营金融资产 |

## 2. 信息来源与固定优先级

本次使用信源注册表版本 `1.0.0`。来源身份和优先级沿用固定注册表；本次只检查公司、报告期、版本、修订状态和数据口径。

| ID | 等级 | 来源 | 发布日 | 支持字段 | 修订状态 |
|---|---|---|---|---|---|
| SRC-CNINFO-688519-H1-20260829 | A1 | [南亚新材2026年半年度报告](https://static.cninfo.com.cn/finalpage/2026-08-29/1225528689.PDF) | 2026-08-29 | financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity | current |
| SRC-EM-FINANCE-688519-20260905 | C1 | [东方财富结构化财务与法定报告勾稽](https://datacenter-web.eastmoney.com/api/data/v1/get) | 2026-08-29 | financials.annual, financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity | current |
| SRC-MARKET-688519-20260905 | B1 | [trading_xuntou前复权收盘与东方财富当前总股本勾稽](https://push2.eastmoney.com/api/qt/stock/get) | 2026-09-05 | market.price, market.diluted_shares, market.platform_market_cap | current |
| SRC-NO-CONSENSUS-688519-20260905 | B2 | [固定机构预测明细未形成可用样本](https://datacenter-web.eastmoney.com/api/data/v1/get) | 2026-09-05 | institutions | current |

停止搜索规则：取得法定披露或合规效率型来源、日期与口径明确、无修订、数字可勾稽且无数量级异常后，不再为同一数字寻找更多转载来源。

## 3. 业务与利润来源

- 主要利润来自覆铜板及半固化片，AI服务器高频高速材料属于增长分支。

### 3.1 利润来源可靠性

- 2026H1收入和扣非利润显著增长，但经营现金流仍为负，利润兑现尚未完整转化为现金。

## 4. TTM 与归一化利润

```text
TTM = 最近完整年度 + 本期累计/预告 - 上年同期累计
TTM 收入 = 52.2783 亿元 + 42.2366 亿元 - 23.0506 亿元 = 71.4643 亿元
TTM 归母 = 2.4033 亿元 + 4.6107 亿元 - 0.8719 亿元 = 6.1420 亿元
TTM 扣非 = 2.1802 亿元 + 4.5292 亿元 - 0.8120 亿元 = 5.8974 亿元
```

| 归一化调整 | 对可持续利润的带符号影响 | 依据 |
|---|---:|---|
| 以最新TTM扣非归母利润替代TTM归母利润作为核心盈利代理 | -0.2447 亿元 | 2025-12-31+2026-06-30-2025-06-30 |

归一化结果为 **5.8974 亿元**；只有调整项证据充分时才可用作主估值利润。

## 5. 机构盈利预期

覆盖状态：`no_usable_forecasts`。早于最新经营信息日、或低于已实现累计利润的预测自动排除出当前一致预期。

| 年度 | 机构数 | 利润最小值 | 利润均值 | 利润中位数 | 利润最大值 | EPS 均值 | 对应 PE |
|---|---:|---:|---:|---:|---:|---:|---:|
| 无可用预测 | 0 | N/A | N/A | N/A | N/A | N/A | N/A |

| 机构 | 研报日期 | 预测 | 核心假设 | 状态 | 纳入一致预期 |
|---|---|---|---|---|---|
| 无 | — | — | — | NO_USABLE_FORECASTS | 否 |

## 6. 利润质量、现金流与资产负债

| 指标 | 结果 | 判断入口 |
|---|---:|---|
| 最近年度 CFO | -0.8318 亿元 | 与利润、营运资本对照 |
| 最近年度资本开支 | 2.3340 亿元 | 现金流出正数口径 |
| 最近年度简化 FCF | -3.1658 亿元 | CFO - 资本开支 |
| 本期累计简化 FCF | -2.3892 亿元 | 仅在 CFO 与资本开支均可得时计算 |
| 可用现金 | 4.1758 亿元 | 已排除受限或经营最低现金（由输入方确认） |
| 有息负债 | 9.6479 亿元 | 最新时点 |

- 需结合应收、存货、合同资产与回款补充人工解释

## 7. 模型选择

- 公司类型：覆铜板与半固化片材料公司
- 主模型：TTM扣非PE三情景，结合周期中枢与同行材料估值交叉验证
- 交叉验证：TTM扣非PE, PB, PS, 经营现金流, 同行覆铜板与电子材料估值

## 8. 悲观、基准、乐观情景估值

| 情景 | 方法 | 核心假设 | 股权价值区间 | 每股价值区间 | 相对当前价 | 五年年化区间 |
|---|---|---|---:|---:|---:|---:|
| 悲观 | PE | 覆铜板景气回落、产品价格与稼动率承压，利润向周期中枢回归。 | 42.00 亿元～110.00 亿元 | 17.86～46.77 元 | -93.3%～-82.5% | -41.8%～-29.4% |
| 基准 | PE | H1高增长部分延续，但按周期材料公司折价，未把AI覆铜板渗透率全部提前资本化。 | 110.00 亿元～297.50 亿元 | 46.77～126.50 元 | -82.5%～-52.6% | -29.4%～-13.9% |
| 乐观 | PE | 高端覆铜板放量、良率和价格同时兑现，现金流随利润改善。 | 297.50 亿元～550.00 亿元 | 126.50～233.86 元 | -52.6%～-12.5% | -13.9%～-2.6% |

## 9. 当前价格反向隐含利润

| 假设 PE | 隐含 EPS | 隐含归母利润 | 占 TTM 收入 |
|---:|---:|---:|---:|
| 10 倍 | 26.714 元 | 62.83 亿元 | 87.9% |
| 12 倍 | 22.262 元 | 52.36 亿元 | 73.3% |
| 15 倍 | 17.809 元 | 41.88 亿元 | 58.6% |
| 20 倍 | 13.357 元 | 31.41 亿元 | 44.0% |
| 25 倍 | 10.686 元 | 25.13 亿元 | 35.2% |
| 30 倍 | 8.905 元 | 20.94 亿元 | 29.3% |
| 35 倍 | 7.633 元 | 17.95 亿元 | 25.1% |
| 40 倍 | 6.678 元 | 15.71 亿元 | 22.0% |
| 50 倍 | 5.343 元 | 12.57 亿元 | 17.6% |
| 60 倍 | 4.452 元 | 10.47 亿元 | 14.7% |
| 80 倍 | 3.339 元 | 7.85 亿元 | 11.0% |
| 100 倍 | 2.671 元 | 6.28 亿元 | 8.8% |

## 10. 持有期回报压力测试

若要求 5 年年化回报 10.0%，并假设累计每股分红 0.00 元，则所需退出价格为 **430.23 元**。

| 退出 PE | 届时所需归母利润 |
|---:|---:|
| 12 倍 | 84.32 亿元 |
| 15 倍 | 67.45 亿元 |
| 20 倍 | 50.59 亿元 |
| 25 倍 | 40.47 亿元 |
| 30 倍 | 33.73 亿元 |
| 35 倍 | 28.91 亿元 |
| 40 倍 | 25.30 亿元 |

## 11. 自动质检与异常驱动复核

总体状态：`PASS_WITH_WARNINGS`。ERROR 会阻止把底稿当作正式结论；WARNING 只要求局部补查，不应重跑全部流程。

| 异常 ID | 严重度 | 数据项 | 现象 | 需要补什么 | 修复后重算范围 |
|---|---|---|---|---|---|
| QA-NEGATIVE-FCF | WARNING | metrics.annual_fcf | 最近完整年度简化自由现金流为负。 | 拆解营运资本、资本开支与回款持续性。 | DCF 与现金流交叉验证 |
| QA-INSTITUTION-NONE | INFO | institutions | 估值日没有可用机构盈利预测，已明确记录为空。 | 不得以公司业绩预告或自有情景冒充机构预期。 | 机构预期模块 |

## 12. 风险、上调与下调触发器

### 12.1 主要风险

- 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。

### 12.2 上调触发器

- 高端覆铜板收入和毛利可验证放量，经营现金流连续转正。

### 12.3 下调或失效触发器

- H2单季扣非利润回落、应收存货扩张或高端产品认证与放量延期。

## 13. 复评增量清单

下次复评默认只更新：价格与市值、最新股本、最新财报/预告及修正、机构预测、现金债务、重大合同和公司行动。历史年报原文及已验证公式在没有重述触发器时直接复用。

## 14. 复算摘要

```text
总市值 = 267.14 × 235180442 = 62826103275.88 元
TTM 收入 = 年度 + 本期累计 - 上年同期 = 7146428878.61 元
TTM 归母 = 年度 + 本期累计 - 上年同期 = 614203087.14 元
TTM 扣非 = 年度 + 本期累计 - 上年同期 = 589735329.52 元
PB = 市值 ÷ 归母净资产 = 19.19090718447718159302003362
PS = 市值 ÷ TTM 收入 = 8.791258451325950821935986529
```

## 15. 结论边界

- 自动引擎冻结算术、口径、机构时效和异常检查，不替代对利润持续性、订单真实性、竞争格局和治理风险的人工判断。
- 机构预测、公司预告和本报告情景已分开标记，不把预测写成事实。
- 情景价值不是目标价承诺；若自动质检存在 ERROR，必须先修复输入再形成正式判断。
- 未披露的资产注入、并购或政策收益不得计入基础价值。

---

生成器版本：`1.0.0`；输入快照：`688519-SH-20260905-current`。

 ana-data/result/股票估值/当前估值/688519.SH/calculation/valuation_results.json

New file
@@ -0,0 +1,229 @@
{
  "conclusion": {
    "base_midpoint": "86.6356055236940153382312293",
    "price_label": "当前价格高于乐观情景上限",
    "price_position": "ABOVE_OPTIMISTIC_RANGE",
    "safety_margin_to_base_midpoint": "-2.083489731331533742331288343"
  },
  "engine_version": "1.0.0",
  "holding_period": {
    "cumulative_dividend_per_share": "0",
    "required_exit_price": "430.2316414",
    "required_profit_by_exit_pe": [
      {
        "exit_pe": "12",
        "required_profit": "8431838965.569791566666666667"
      },
      {
        "exit_pe": "15",
        "required_profit": "6745471172.455833253333333333"
      },
      {
        "exit_pe": "20",
        "required_profit": "5059103379.34187494"
      },
      {
        "exit_pe": "25",
        "required_profit": "4047282703.473499952"
      },
      {
        "exit_pe": "30",
        "required_profit": "3372735586.227916626666666667"
      },
      {
        "exit_pe": "35",
        "required_profit": "2890916216.76678568"
      },
      {
        "exit_pe": "40",
        "required_profit": "2529551689.67093747"
      }
    ],
    "required_return": "0.1",
    "years": 5
  },
  "institutions": {
    "coverage_status": "no_usable_forecasts",
    "detail": [],
    "summary": {}
  },
  "meta": {
    "as_of_date": "2026-09-05",
    "code": "688519.SH",
    "company": "南亚新材",
    "currency": "CNY",
    "latest_operating_info_date": "2026-08-29",
    "market": "上交所科创板",
    "report_period_end": "2026-06-30"
  },
  "metrics": {
    "annual_cash_conversion": "-0.3461299651860972813306822785",
    "annual_fcf": "-316582882.38",
    "book_value_per_share": "13.92013402139111550781080682",
    "current_fcf": "-238915339.82",
    "deduct_pe": "106.5327107450315061802641584",
    "diluted_shares": "235180442",
    "enterprise_value": "63373315249.97",
    "market_cap": "62826103275.88",
    "normalized_eps": "2.507586619468977781749385436",
    "normalized_pe": "106.5327107450315061802641584",
    "normalized_profit": "589735329.52",
    "pb": "19.19090718447718159302003362",
    "price": "267.14",
    "ps": "8.791258451325950821935986529",
    "reported_pe": "102.2888106414866757421423794",
    "ttm_attributable_profit": "614203087.14",
    "ttm_deduct_profit": "589735329.52",
    "ttm_eps": "2.611624852461158313496153732",
    "ttm_revenue": "7146428878.61"
  },
  "normalization_adjustments": [
    {
      "amount": "-24467757.62",
      "basis": "2025-12-31+2026-06-30-2025-06-30",
      "description": "以最新TTM扣非归母利润替代TTM归母利润作为核心盈利代理"
    }
  ],
  "qa": {
    "error_count": 0,
    "info_count": 1,
    "issues": [
      {
        "action": "拆解营运资本、资本开支与回款持续性。",
        "field": "metrics.annual_fcf",
        "issue_id": "QA-NEGATIVE-FCF",
        "message": "最近完整年度简化自由现金流为负。",
        "recalc_scope": "DCF 与现金流交叉验证",
        "severity": "WARNING"
      },
      {
        "action": "不得以公司业绩预告或自有情景冒充机构预期。",
        "field": "institutions",
        "issue_id": "QA-INSTITUTION-NONE",
        "message": "估值日没有可用机构盈利预测，已明确记录为空。",
        "recalc_scope": "机构预期模块",
        "severity": "INFO"
      }
    ],
    "status": "PASS_WITH_WARNINGS",
    "warning_count": 1
  },
  "reverse_pe": [
    {
      "implied_eps": "26.714",
      "implied_margin": "0.8791258451325950821935986529",
      "implied_profit": "6282610327.588",
      "pe": "10"
    },
    {
      "implied_eps": "22.26166666666666666666666667",
      "implied_margin": "0.7326048709438292351613322107",
      "implied_profit": "5235508606.323333333333333333",
      "pe": "12"
    },
    {
      "implied_eps": "17.80933333333333333333333333",
      "implied_margin": "0.5860838967550633881290657686",
      "implied_profit": "4188406885.058666666666666667",
      "pe": "15"
    },
    {
      "implied_eps": "13.357",
      "implied_margin": "0.4395629225662975410967993265",
      "implied_profit": "3141305163.794",
      "pe": "20"
    },
    {
      "implied_eps": "10.6856",
      "implied_margin": "0.3516503380530380328774394612",
      "implied_profit": "2513044131.0352",
      "pe": "25"
    },
    {
      "implied_eps": "8.904666666666666666666666667",
      "implied_margin": "0.2930419483775316940645328843",
      "implied_profit": "2094203442.529333333333333333",
      "pe": "30"
    },
    {
      "implied_eps": "7.632571428571428571428571429",
      "implied_margin": "0.2511788128950271663410281865",
      "implied_profit": "1795031522.168",
      "pe": "35"
    },
    {
      "implied_eps": "6.6785",
      "implied_margin": "0.2197814612831487705483996632",
      "implied_profit": "1570652581.897",
      "pe": "40"
    },
    {
      "implied_eps": "5.3428",
      "implied_margin": "0.1758251690265190164387197306",
      "implied_profit": "1256522065.5176",
      "pe": "50"
    },
    {
      "implied_eps": "4.452333333333333333333333333",
      "implied_margin": "0.1465209741887658470322664422",
      "implied_profit": "1047101721.264666666666666667",
      "pe": "60"
    },
    {
      "implied_eps": "3.33925",
      "implied_margin": "0.1098907306415743852741998316",
      "implied_profit": "785326290.9485",
      "pe": "80"
    },
    {
      "implied_eps": "2.6714",
      "implied_margin": "0.08791258451325950821935986529",
      "implied_profit": "628261032.7588",
      "pe": "100"
    }
  ],
  "scenarios": [
    {
      "assumption": "覆铜板景气回落、产品价格与稼动率承压，利润向周期中枢回归。",
      "cagr_high": "-0.2942506086852269",
      "cagr_low": "-0.41786751739685735",
      "equity_value_high": "11000000000",
      "equity_value_low": "4200000000",
      "method": "pe",
      "name": "悲观",
      "price_high": "46.77259684714768926235796427",
      "price_low": "17.85862788709275408199122272",
      "role": "pessimistic",
      "upside_to_high": "-0.8249135402891828656795763859",
      "upside_to_low": "-0.9331488062922334578049291655"
    },
    {
      "assumption": "H1高增长部分延续，但按周期材料公司折价，未把AI覆铜板渗透率全部提前资本化。",
      "cagr_high": "-0.13886871153186853",
      "cagr_low": "-0.2942506086852269",
      "equity_value_high": "29750000000",
      "equity_value_low": "11000000000",
      "method": "pe",
      "name": "基准",
      "price_high": "126.4986142002403414141044943",
      "price_low": "46.77259684714768926235796427",
      "role": "base",
      "upside_to_high": "-0.5264707112366536594515815891",
      "upside_to_low": "-0.8249135402891828656795763859"
    },
    {
      "assumption": "高端覆铜板放量、良率和价格同时兑现，现金流随利润改善。",
      "cagr_high": "-0.026256631244809592",
      "cagr_low": "-0.13886871153186853",
      "equity_value_high": "55000000000",
      "equity_value_low": "29750000000",
      "method": "pe",
      "name": "乐观",
      "price_high": "233.8629842357384463117898214",
      "price_low": "126.4986142002403414141044943",
      "role": "optimistic",
      "upside_to_high": "-0.1245677014459143283978819293",
      "upside_to_low": "-0.5264707112366536594515815891"
    }
  ]
}

 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

New file
@@ -0,0 +1,191 @@
# 南亚新材（688519.SH）价格合理性评估（流水线生成底稿）

> 估值基准日：2026-09-05  
> 价格时点：2026-09-04T15:00:00+08:00  
> 最新经营信息日：2026-08-29  
> 货币：CNY；金额计算统一使用元，表格按亿元展示。  
> 本文是研究计算底稿，不构成交易指令或收益承诺。

## 0. 结论摘要

**机械计算结论：当前价格高于乐观情景上限。**

| 指标 | 结果 |
|---|---:|
| 当前价格 | 267.14 元/股 |
| 总市值 | 628.26 亿元 |
| 企业价值 EV | 633.73 亿元 |
| TTM 归母净利润 | 6.1420 亿元 |
| TTM 扣非净利润 | 5.8974 亿元 |
| TTM 收入 | 71.4643 亿元 |
| 报告 PE | 102.29 倍 |
| PB | 19.19 倍 |
| PS | 8.79 倍 |
| 自动质检 | PASS_WITH_WARNINGS（错误 0 / 警告 1） |

## 1. 市场与资本结构快照

| 项目 | 数值 | 公式或口径 |
|---|---:|---|
| 股价 | 267.14 元 | 前复权完整交易日收盘价（与未复权报价同值核验） |
| 完全摊薄股本 | 2.351804 亿股 | 股本日：2026-09-05 |
| 复算总市值 | 628.2610 亿元 | 股价 × 完全摊薄股本 |
| 归母净资产 | 32.7374 亿元 | 截至 2026-06-30 |
| 每股净资产 | 13.9201 元 | 净资产 ÷ 摊薄股本 |
| 企业价值 | 633.7332 亿元 | 市值 + 有息负债 + 少数股东权益 - 可用现金 - 非经营金融资产 |

## 2. 信息来源与固定优先级

本次使用信源注册表版本 `1.0.0`。来源身份和优先级沿用固定注册表；本次只检查公司、报告期、版本、修订状态和数据口径。

| ID | 等级 | 来源 | 发布日 | 支持字段 | 修订状态 |
|---|---|---|---|---|---|
| SRC-CNINFO-688519-H1-20260829 | A1 | [南亚新材2026年半年度报告](https://static.cninfo.com.cn/finalpage/2026-08-29/1225528689.PDF) | 2026-08-29 | financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity | current |
| SRC-EM-FINANCE-688519-20260905 | C1 | [东方财富结构化财务与法定报告勾稽](https://datacenter-web.eastmoney.com/api/data/v1/get) | 2026-08-29 | financials.annual, financials.current_cumulative, financials.prior_year_same_period, balance_sheet.equity | current |
| SRC-MARKET-688519-20260905 | B1 | [trading_xuntou前复权收盘与东方财富当前总股本勾稽](https://push2.eastmoney.com/api/qt/stock/get) | 2026-09-05 | market.price, market.diluted_shares, market.platform_market_cap | current |
| SRC-NO-CONSENSUS-688519-20260905 | B2 | [固定机构预测明细未形成可用样本](https://datacenter-web.eastmoney.com/api/data/v1/get) | 2026-09-05 | institutions | current |

停止搜索规则：取得法定披露或合规效率型来源、日期与口径明确、无修订、数字可勾稽且无数量级异常后，不再为同一数字寻找更多转载来源。

## 3. 业务与利润来源

- 主要利润来自覆铜板及半固化片，AI服务器高频高速材料属于增长分支。

### 3.1 利润来源可靠性

- 2026H1收入和扣非利润显著增长，但经营现金流仍为负，利润兑现尚未完整转化为现金。

## 4. TTM 与归一化利润

```text
TTM = 最近完整年度 + 本期累计/预告 - 上年同期累计
TTM 收入 = 52.2783 亿元 + 42.2366 亿元 - 23.0506 亿元 = 71.4643 亿元
TTM 归母 = 2.4033 亿元 + 4.6107 亿元 - 0.8719 亿元 = 6.1420 亿元
TTM 扣非 = 2.1802 亿元 + 4.5292 亿元 - 0.8120 亿元 = 5.8974 亿元
```

| 归一化调整 | 对可持续利润的带符号影响 | 依据 |
|---|---:|---|
| 以最新TTM扣非归母利润替代TTM归母利润作为核心盈利代理 | -0.2447 亿元 | 2025-12-31+2026-06-30-2025-06-30 |

归一化结果为 **5.8974 亿元**；只有调整项证据充分时才可用作主估值利润。

## 5. 机构盈利预期

覆盖状态：`no_usable_forecasts`。早于最新经营信息日、或低于已实现累计利润的预测自动排除出当前一致预期。

| 年度 | 机构数 | 利润最小值 | 利润均值 | 利润中位数 | 利润最大值 | EPS 均值 | 对应 PE |
|---|---:|---:|---:|---:|---:|---:|---:|
| 无可用预测 | 0 | N/A | N/A | N/A | N/A | N/A | N/A |

| 机构 | 研报日期 | 预测 | 核心假设 | 状态 | 纳入一致预期 |
|---|---|---|---|---|---|
| 无 | — | — | — | NO_USABLE_FORECASTS | 否 |

## 6. 利润质量、现金流与资产负债

| 指标 | 结果 | 判断入口 |
|---|---:|---|
| 最近年度 CFO | -0.8318 亿元 | 与利润、营运资本对照 |
| 最近年度资本开支 | 2.3340 亿元 | 现金流出正数口径 |
| 最近年度简化 FCF | -3.1658 亿元 | CFO - 资本开支 |
| 本期累计简化 FCF | -2.3892 亿元 | 仅在 CFO 与资本开支均可得时计算 |
| 可用现金 | 4.1758 亿元 | 已排除受限或经营最低现金（由输入方确认） |
| 有息负债 | 9.6479 亿元 | 最新时点 |

- 需结合应收、存货、合同资产与回款补充人工解释

## 7. 模型选择

- 公司类型：覆铜板与半固化片材料公司
- 主模型：TTM扣非PE三情景，结合周期中枢与同行材料估值交叉验证
- 交叉验证：TTM扣非PE, PB, PS, 经营现金流, 同行覆铜板与电子材料估值

## 8. 悲观、基准、乐观情景估值

| 情景 | 方法 | 核心假设 | 股权价值区间 | 每股价值区间 | 相对当前价 | 五年年化区间 |
|---|---|---|---:|---:|---:|---:|
| 悲观 | PE | 覆铜板景气回落、产品价格与稼动率承压，利润向周期中枢回归。 | 42.00 亿元～110.00 亿元 | 17.86～46.77 元 | -93.3%～-82.5% | -41.8%～-29.4% |
| 基准 | PE | H1高增长部分延续，但按周期材料公司折价，未把AI覆铜板渗透率全部提前资本化。 | 110.00 亿元～297.50 亿元 | 46.77～126.50 元 | -82.5%～-52.6% | -29.4%～-13.9% |
| 乐观 | PE | 高端覆铜板放量、良率和价格同时兑现，现金流随利润改善。 | 297.50 亿元～550.00 亿元 | 126.50～233.86 元 | -52.6%～-12.5% | -13.9%～-2.6% |

## 9. 当前价格反向隐含利润

| 假设 PE | 隐含 EPS | 隐含归母利润 | 占 TTM 收入 |
|---:|---:|---:|---:|
| 10 倍 | 26.714 元 | 62.83 亿元 | 87.9% |
| 12 倍 | 22.262 元 | 52.36 亿元 | 73.3% |
| 15 倍 | 17.809 元 | 41.88 亿元 | 58.6% |
| 20 倍 | 13.357 元 | 31.41 亿元 | 44.0% |
| 25 倍 | 10.686 元 | 25.13 亿元 | 35.2% |
| 30 倍 | 8.905 元 | 20.94 亿元 | 29.3% |
| 35 倍 | 7.633 元 | 17.95 亿元 | 25.1% |
| 40 倍 | 6.678 元 | 15.71 亿元 | 22.0% |
| 50 倍 | 5.343 元 | 12.57 亿元 | 17.6% |
| 60 倍 | 4.452 元 | 10.47 亿元 | 14.7% |
| 80 倍 | 3.339 元 | 7.85 亿元 | 11.0% |
| 100 倍 | 2.671 元 | 6.28 亿元 | 8.8% |

## 10. 持有期回报压力测试

若要求 5 年年化回报 10.0%，并假设累计每股分红 0.00 元，则所需退出价格为 **430.23 元**。

| 退出 PE | 届时所需归母利润 |
|---:|---:|
| 12 倍 | 84.32 亿元 |
| 15 倍 | 67.45 亿元 |
| 20 倍 | 50.59 亿元 |
| 25 倍 | 40.47 亿元 |
| 30 倍 | 33.73 亿元 |
| 35 倍 | 28.91 亿元 |
| 40 倍 | 25.30 亿元 |

## 11. 自动质检与异常驱动复核

总体状态：`PASS_WITH_WARNINGS`。ERROR 会阻止把底稿当作正式结论；WARNING 只要求局部补查，不应重跑全部流程。

| 异常 ID | 严重度 | 数据项 | 现象 | 需要补什么 | 修复后重算范围 |
|---|---|---|---|---|---|
| QA-NEGATIVE-FCF | WARNING | metrics.annual_fcf | 最近完整年度简化自由现金流为负。 | 拆解营运资本、资本开支与回款持续性。 | DCF 与现金流交叉验证 |
| QA-INSTITUTION-NONE | INFO | institutions | 估值日没有可用机构盈利预测，已明确记录为空。 | 不得以公司业绩预告或自有情景冒充机构预期。 | 机构预期模块 |

## 12. 风险、上调与下调触发器

### 12.1 主要风险

- 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。

### 12.2 上调触发器

- 高端覆铜板收入和毛利可验证放量，经营现金流连续转正。

### 12.3 下调或失效触发器

- H2单季扣非利润回落、应收存货扩张或高端产品认证与放量延期。

## 13. 复评增量清单

下次复评默认只更新：价格与市值、最新股本、最新财报/预告及修正、机构预测、现金债务、重大合同和公司行动。历史年报原文及已验证公式在没有重述触发器时直接复用。

## 14. 复算摘要

```text
总市值 = 267.14 × 235180442 = 62826103275.88 元
TTM 收入 = 年度 + 本期累计 - 上年同期 = 7146428878.61 元
TTM 归母 = 年度 + 本期累计 - 上年同期 = 614203087.14 元
TTM 扣非 = 年度 + 本期累计 - 上年同期 = 589735329.52 元
PB = 市值 ÷ 归母净资产 = 19.19090718447718159302003362
PS = 市值 ÷ TTM 收入 = 8.791258451325950821935986529
```

## 15. 结论边界

- 自动引擎冻结算术、口径、机构时效和异常检查，不替代对利润持续性、订单真实性、竞争格局和治理风险的人工判断。
- 机构预测、公司预告和本报告情景已分开标记，不把预测写成事实。
- 情景价值不是目标价承诺；若自动质检存在 ERROR，必须先修复输入再形成正式判断。
- 未披露的资产注入、并购或政策收益不得计入基础价值。

---

生成器版本：`1.0.0`；输入快照：`688519-SH-20260905-current`。

 ana-data/result/股票估值/当前估值/688519.SH/南亚新材估值快照_当前.json

New file
@@ -0,0 +1,164 @@
{
  "snapshot_id": "688519-SH-20260905-current",
  "meta": {
    "company": "南亚新材",
    "code": "688519.SH",
    "market": "上交所科创板",
    "as_of_date": "2026-09-05",
    "currency": "CNY",
    "report_period_end": "2026-06-30",
    "latest_operating_info_date": "2026-08-29"
  },
  "market": {
    "price": 267.14,
    "price_type": "前复权完整交易日收盘价（与未复权报价同值核验）",
    "price_timestamp": "2026-09-04T15:00:00+08:00",
    "diluted_shares": 235180442,
    "shares_date": "2026-09-05",
    "platform_market_cap": 62826103275.88
  },
  "financials": {
    "annual": {
      "period_end": "2025-12-31",
      "basis": "audited",
      "revenue": 5227828810.43,
      "attributable_profit": 240327620.48,
      "deduct_profit": 218017399.69,
      "cfo": -83184590.91,
      "capex": 233398291.47
    },
    "current_cumulative": {
      "period_end": "2026-06-30",
      "basis": "interim_report_unaudited",
      "revenue": 4223655477.69,
      "attributable_profit": 461065617.47,
      "deduct_profit": 452920222.37,
      "cfo": -23636325.28,
      "capex": 215279014.54
    },
    "prior_year_same_period": {
      "period_end": "2025-06-30",
      "basis": "reported_comparative",
      "revenue": 2305055409.51,
      "attributable_profit": 87190150.81,
      "deduct_profit": 81202292.54,
      "cfo": -70241508.13,
      "capex": 103727313.07
    }
  },
  "balance_sheet": {
    "period_end": "2026-06-30",
    "equity": 3273743271.85,
    "cash_available": 417575689.14,
    "non_operating_financial_assets": 0,
    "interest_bearing_debt": 964787663.23,
    "minority_interest": 0
  },
  "normalization": {
    "adjustments": [
      {
        "description": "以最新TTM扣非归母利润替代TTM归母利润作为核心盈利代理",
        "amount": -24467757.62,
        "basis": "2025-12-31+2026-06-30-2025-06-30"
      }
    ]
  },
  "valuation": {
    "scenarios": [
      {
        "name": "悲观",
        "role": "pessimistic",
        "method": "pe",
        "profit_low": 350000000,
        "profit_high": 550000000,
        "multiple_low": 12,
        "multiple_high": 20,
        "assumption": "覆铜板景气回落、产品价格与稼动率承压，利润向周期中枢回归。"
      },
      {
        "name": "基准",
        "role": "base",
        "method": "pe",
        "profit_low": 550000000,
        "profit_high": 850000000,
        "multiple_low": 20,
        "multiple_high": 35,
        "assumption": "H1高增长部分延续，但按周期材料公司折价，未把AI覆铜板渗透率全部提前资本化。"
      },
      {
        "name": "乐观",
        "role": "optimistic",
        "method": "pe",
        "profit_low": 850000000,
        "profit_high": 1100000000,
        "multiple_low": 35,
        "multiple_high": 50,
        "assumption": "高端覆铜板放量、良率和价格同时兑现，现金流随利润改善。"
      }
    ],
    "reverse_pe_multiples": [10, 12, 15, 20, 25, 30, 35, 40, 50, 60, 80, 100],
    "exit_pe_multiples": [12, 15, 20, 25, 30, 35, 40],
    "holding_period": {
      "years": 5,
      "required_return": 0.1,
      "cumulative_dividend_per_share": 0
    }
  },
  "institutions": {
    "coverage_status": "no_usable_forecasts",
    "forecasts": []
  },
  "sources": [
    {
      "id": "SRC-CNINFO-688519-H1-20260829",
      "source_type": "cninfo",
      "title": "南亚新材2026年半年度报告",
      "publish_date": "2026-08-29",
      "period_end": "2026-06-30",
      "url": "https://static.cninfo.com.cn/finalpage/2026-08-29/1225528689.PDF",
      "supports": ["financials.current_cumulative", "financials.prior_year_same_period", "balance_sheet.equity"],
      "revision_status": "current"
    },
    {
      "id": "SRC-EM-FINANCE-688519-20260905",
      "source_type": "financial_mirror",
      "title": "东方财富结构化财务与法定报告勾稽",
      "publish_date": "2026-08-29",
      "period_end": "2026-06-30",
      "url": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "supports": ["financials.annual", "financials.current_cumulative", "financials.prior_year_same_period", "balance_sheet.equity"],
      "revision_status": "current"
    },
    {
      "id": "SRC-MARKET-688519-20260905",
      "source_type": "quote_provider",
      "title": "trading_xuntou前复权收盘与东方财富当前总股本勾稽",
      "publish_date": "2026-09-05",
      "period_end": "2026-09-04",
      "url": "https://push2.eastmoney.com/api/qt/stock/get",
      "supports": ["market.price", "market.diluted_shares", "market.platform_market_cap"],
      "revision_status": "current"
    },
    {
      "id": "SRC-NO-CONSENSUS-688519-20260905",
      "source_type": "institution_aggregator",
      "title": "固定机构预测明细未形成可用样本",
      "publish_date": "2026-09-05",
      "period_end": "2026-09-05",
      "url": "https://datacenter-web.eastmoney.com/api/data/v1/get",
      "supports": ["institutions"],
      "revision_status": "current"
    }
  ],
  "analysis": {
    "company_type": "覆铜板与半固化片材料公司",
    "primary_model": "TTM扣非PE三情景，结合周期中枢与同行材料估值交叉验证",
    "cross_checks": ["TTM扣非PE", "PB", "PS", "经营现金流", "同行覆铜板与电子材料估值"],
    "profit_sources": ["主要利润来自覆铜板及半固化片，AI服务器高频高速材料属于增长分支。"],
    "profit_source_quality": ["2026H1收入和扣非利润显著增长，但经营现金流仍为负，利润兑现尚未完整转化为现金。"],
    "risks": ["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。"],
    "upgrade_triggers": ["高端覆铜板收入和毛利可验证放量，经营现金流连续转正。"],
    "downgrade_triggers": ["H2单季扣非利润回落、应收存货扩张或高端产品认证与放量延期。"],
    "information_cutoff": "2026-09-05T22:14:05+08:00"
  }
}