From 129e0ebd2ca859b3463ad2c31ae335c72bace22d Mon Sep 17 00:00:00 2001
From: Cai <cai@nbcai.cc>
Date: Sat, 05 Sep 2026 23:02:28 +0800
Subject: [PATCH] 刷新2026H1股票估值覆盖与半导体三子链
---
ana-data/cases/股票估值/BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001/capital_basis_reconciliation.json | 1367 +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
1 files changed, 1,367 insertions(+), 0 deletions(-)
diff --git "a/ana-data/cases/\350\202\241\347\245\250\344\274\260\345\200\274/BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001/capital_basis_reconciliation.json" "b/ana-data/cases/\350\202\241\347\245\250\344\274\260\345\200\274/BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001/capital_basis_reconciliation.json"
new file mode 100644
index 0000000..4a46ae5
--- /dev/null
+++ "b/ana-data/cases/\350\202\241\347\245\250\344\274\260\345\200\274/BATCH-STOCK-VALUATION-CPO-PCB-MLCC-H1-20260905-001/capital_basis_reconciliation.json"
@@ -0,0 +1,1367 @@
+{
+ "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
+ },
+ {
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+ "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",
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+ "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,
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+ "PB": 12.5,
+ "PS": 7.9,
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+ "基准上沿": 459.89,
+ "乐观上沿": 916.72,
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+ "估值位置依据": "相对基准中枢",
+ "估值位置百分比": 0.2,
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+ "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,
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+ "基准上沿": 110.94,
+ "乐观上沿": 218.72,
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+ "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,
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+ "PS": 8.9,
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+ "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,
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+ "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",
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+ "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
+ },
+ {
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+ "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,
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+ "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",
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+ "估值版本": "VAL-031486a5967b15aedb08a35d",
+ "链内估值排序": 8
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+ "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",
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+ "估值版本": "VAL-bbf2c84950a1a4a83aa21949",
+ "链内估值排序": 9
+ },
+ {
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+ "公司": "铜冠铜箔",
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+ "扣非同比百分比": 754.2,
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+ "目标分部毛利率": "未单列披露",
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+ "预测锚日期": "",
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+ "置信度": "中低",
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+ "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",
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+ "估值版本": "VAL-55bbbdd80323d77c9d3cdf02",
+ "链内估值排序": 10
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+ "公司": "新易盛",
+ "产品同行组": "高速光模块",
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+ "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",
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+ "乐观上沿": 1418.06,
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+ "估值日期": "2026-08-26",
+ "预测锚日期": "2026-08-25",
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+ "置信度": "中高",
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+ "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",
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+ "估值版本": "VAL-464d44633f551f6c39bf6777",
+ "链内估值排序": 1
+ },
+ {
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+ "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",
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+ "股本核验日": "2026-09-05",
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+ "收入同比百分比": 182.5,
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+ "扣非同比百分比": 229.3,
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+ "基准上沿": 1504.21,
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+ "预测锚日期": "2026-08-24",
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+ "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",
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+ "股本变化百分比": 6.01,
+ "估值版本": "VAL-cfa213e74e72bd6ac139634d",
+ "链内估值排序": 2
+ },
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+ "公司": "长芯博创",
+ "产品同行组": "高速光模块",
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+ "扣非同比百分比": 94.5,
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+ "目标分部毛利率": "未单列披露",
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+ "估值日期": "2026-08-26",
+ "预测锚日期": "2026-08-25",
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+ "估值快照": "ana-data/result/股票估值/当前估值/300548.SZ/估值快照.json",
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+ "估值版本": "VAL-be0d10e0416b621abc9a798c",
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+ "公司": "光迅科技",
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+ "估值日期": "2026-08-26",
+ "预测锚日期": "2026-08-20",
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+ "估值快照": "ana-data/result/股票估值/当前估值/002281.SZ/估值快照.json",
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+ "估值版本": "VAL-f46ca65d5bf22d0b3112eec0",
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+ "股本核验日": "2026-09-05",
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+ "中报经营现金流亿元": 6.26,
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+ "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,
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+ "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,
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+ "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",
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+ "基准上沿": 21.45,
+ "乐观上沿": 42.28,
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+ "估值位置百分比": 181.6,
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+ "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
+ }
+ ]
+}
\ No newline at end of file
--
Gitblit v1.9.3