行业跟踪周报SOOCHOW SECURITIES大全能源电邦新村、欣旺达力风电、表1：公司估值总市值收盘价PE代码公司(亿元)(元)2022A2023E2024E2022A2023E2024E300750.SZ宁德时代9771222.256.9910.5614.382115买入300274.SZ阳光电源1717115.602.424.826.6382417买入002594.SZ7368264.405.719.7512.39462721买入688223.SH晶科能源125212.520.290.720.9713买入002050.SZ三花智拉101228.170.720.891.17393224买入603659.SH77038.211.541.992.60251915买入002850.SZ科达利131.743.826.369.06342115买入300014.SZ116456.891.723.104.433313买入002459.SZ119636.161.673.033.03221212买入002865.SZ钧达股份297131.293.1611.0214.65429买入300124.SZ汇川技术178967.211.622.032.673325买入600312.SH平高电气16412.080.160.380.61763220买入002709.SZ77740.342.972.523.2812买入605117.sH德业股份664154.403.536.4610.93442414买入601012.SH隆基绿能207427.361.982.443.0119买入688032.SsH302362.936.4214.4726.36572514买入300763.SZ锦浪科技38396.532.675.588.843611买入688390.SH282163.603.7711.0016.62431510买入688599.SH天合光能82137.791.693.284.40229买入600885.SH宏发股份34132.661.201.501.83272218买入002812.SZ89891.804.095.357.20221713买入603799.SH华友钻业74743.982.374.7671买入688005.SH容百科技24353.833.003.794.961814买入300568.SZ星源材质21216.560.580.801.1332115买入688348.SH208185.503.2214.09582313买入002518.SZ科士达22538.311.123.573411买入688063.SH派能科技339193.107.2314.2019.33271410买入300037.SZ新宙邦36849.302.361.892.72618买入600438.SH145032.205.714.353.8968买入603806.SH福斯特65635.190.8542318买入300769.SZ324115.868.532.557.254516买入688116.SH天奈科技10129.341.241.311.852422买入300919.SZ中伟股份38857.902.303.054.1714买入603606.SH东方电缆33047.951.222.323.66392113买入002487.SZ大金重工20131.500.882.002.001616买入603218.SH日月股份18517.900.280.991.53641812买入300443.SZ11134.162.401.842.41141914买入2/44东吴证券研究所请务必阅读正文之后的免责声明部分