電氣設(shè)備行業(yè)經(jīng)營現(xiàn)金流好轉(zhuǎn)，商譽風險可控

1、內(nèi)容目錄一、市場表現(xiàn)...............................................................................................................41.市場指數(shù)表現(xiàn)................................................................42.板塊指數(shù)表現(xiàn).................

2、...............................................53.估值分析....................................................................5二、產(chǎn)業(yè)數(shù)據(jù)...........................................................................................

3、....................81.用電量與設(shè)備利用率.........................................................82.投資完成額與發(fā)電設(shè)備新增容量...............................................93.工業(yè)指標數(shù)據(jù)..........................................................

4、.....104.新能源汽車產(chǎn)銷量...........................................................115.光伏產(chǎn)業(yè)鏈價格數(shù)據(jù).........................................................12三、三季報數(shù)據(jù)梳理及全年業(yè)績前瞻........................................................

5、..................121.行業(yè)整體收入及利潤增速下滑................................................122.整體現(xiàn)金流改善，回款能力加強..............................................143.資本開支維持擴張趨勢，增速下移............................................174.商譽占總資產(chǎn)

6、比例較低，風險整體可控........................................175.年報業(yè)績前瞻...............................................................18圖表目錄圖1：區(qū)間漲跌幅............................................................4圖2：區(qū)間漲跌幅.............

7、...............................................4圖3：板塊漲跌幅............................................................5圖4：板塊漲跌幅............................................................5圖5：市場估值水平.........................

8、.................................6圖6：市場估值水平..........................................................6圖7：板塊估值水平..........................................................7圖8：歷史估值水平.........................................

9、.................7圖9：全社會用電量及增速....................................................8圖10：發(fā)電設(shè)備利用小時數(shù)...................................................8圖11：火電設(shè)備利用小時數(shù)...................................................8圖12：風電設(shè)

10、備利用小時數(shù)...................................................8圖13：電源投資額...........................................................9圖14：電網(wǎng)投資額...........................................................9圖15：風電設(shè)備新增容量............

11、.........................................9圖16：核電設(shè)備新增容量.....................................................9圖17：PMI.........................................................................................................

12、........................10圖18：各類企業(yè)PMI...............................................................................................................10圖19：固定資產(chǎn)投資增速....................................................10圖20：

13、CPI與PPI......................................................................................................................10圖21：新能源汽車產(chǎn)量......................................................11圖22：新能源汽車銷量...............

14、.......................................11圖23：新能源汽車產(chǎn)量（累計值）............................................11圖24：新能源汽車銷量（累計值）............................................11一、市場表現(xiàn)1.市場指數(shù)表現(xiàn)11月初至今，多項經(jīng)濟提振政策出臺，涉及民營企業(yè)發(fā)展、股權(quán)質(zhì)押紓困以及科創(chuàng)板預期等