金杯电工锂电池 10月26日金杯电工涨停分析：特斯拉，新能源车零部件，锂电池概念热股|上海羊羽卓进出口贸易有限公司

10月26日金杯电工涨停分析：特斯拉，新能源车零部件，锂电池概念热股

金杯电工涨停收盘，收盘价8.51元。该股于9点31分涨停，未打开涨停，截止收盘封单资金为6326.3万元，占其流通市值1.24%。

资金流向数据方面，当日主力资金净流入6771.55万元，游资资金净流入7320.62万元，散户资金净流出3711.26万元。近5日资金流向一览见下表：

该股为特斯拉，新能源车零部件，锂电池概念热股，当日特斯拉概念上涨1.17%，新能源车零部件概念上涨0.89%，锂电池概念上涨0.79%。

该股投资逻辑如下：

1、持有镇江金杯新能源发展有限公司38.08%的股份，镇江金杯经营动力电池包的研发、生产和销售；19年，公司电池包销量341台；19年年报称公司新能源汽车板块的PACK、BMS业务开展不及预期，公司将新能源汽车板块进行了战略优化、协同整合，逐步退出不具备优势的新能源汽车电池包制造领域，转向新能源汽车后市场布局发力；19年，公司已将间接持有国金电池科技有限公司24.00%的股份处置，公司不再持有其股权

2、子公司金杯电磁线新能源驱动电机电磁线实现量产，向特斯拉的供应商实现供货

3、间接供应商；公司的电磁线、电气装备用线、新能源汽车电池BMS、PACK 等产品可以用于特斯拉，电磁线产品已经向特斯拉的供应商实现供货

从财务状况来看，金杯电工2021三季报显示，公司主营收入93.16亿元，同比上升79.32%；归母净利润2.62亿元，同比上升48.96%；扣非净利润2.35亿元，同比上升53.86%；其中2021年第三季度，公司单季度主营收入36.73亿元，同比上升58.5%；单季度归母净利润9650.31万元，同比下降1.03%；单季度扣非净利润8802.09万元，同比上升1.09%；负债率54.42%，投资收益820.97万元，财务费用6276.57万元，毛利率13.33%。

证券之星估值分析工具显示，金杯电工（002533）好公司评级为3星，好价格评级为3.5星，估值综合评级为3星。该股最近90天内共有2家机构给出评级，买入评级2家；

本文由证券之星数据中心根据公开数据汇总整理，不构成投资意见或建议，如有文中存在问题，请联系我们。

湘潭电化2023年度拟派106亿元红包

4月26日湘潭电化发布2023年度分配预案，拟10派1.68元（含税），预计派现金额合计为1.06亿元。派现额占净利润比例为30.02%，这是公司上市以来，累计第6次派现。

公司上市以来历次分配方案一览

日期分配方案派现金额合计（亿元）股息率（%）2023.12.3110派1.68元（含税）1.061.302022.12.3110派1.26元（含税）0.790.782021.12.3110派0.5元（含税）0.310.482020.12.3110派0.2元（含税）0.130.252018.12.3110转增6派0.6元（含税）0.210.702016.06.3010转增6股0.000.002011.12.3110转增6派0.4元（含税）0.030.17

证券时报•数据宝统计显示，公司今日公布了2023年报，共实现营业收入21.63亿元，同比增长3.01%，实现净利润3.52亿元，同比下降10.63%，基本每股收益为0.56元，加权平均净资产收益率为13.47%。

资金面上看，近5日主力资金净流入565.65万元。

北向资金动态显示，深股通最新持有302.62万股，近5日持股量减少105.34万股，下降25.82%。

按申万行业统计，湘潭电化所属的电力设备行业共有233家公司公布了2023年度分配方案，派现金额最多的是宁德时代，派现金额为220.60亿元，其次是国电南瑞、晶科能源，派现金额分别为43.28亿元、22.35亿元。（数据宝）

2023年度电力设备行业分红排名

代码简称每10股送转（股）每10股派现（元）派现金额（万元）派现占净利润比例（%）股息率（%）300750宁德时代0.0050.282206000.6150.001.98600406国电南瑞0.005.4432820.3660.252.19688223晶科能源0.002.24223450.7130.031.85002812恩捷股份0.0015.51150000.0059.371.79600875东方电气0.004.75148081.2241.712.59300274阳光电源4.009.65141723.9915.010.93688599天合光能0.006.33137099.7524.791.49002129TCL中环0.002.6104990.7030.730.87300014亿纬锂能0.005102038.1925.190.83600089特变电工0.002100403.329.381.03300316晶盛机电0.00791515.1920.081.22601567三星医疗0.006.590846.4647.724.25605117德业股份4.002190316.9850.431.63688303大全能源0.004.1889330.8315.500.97601865福莱特0.003.889112.8232.291.18300390天华新能0.001083133.7250.112.71300919中伟股份4.0011.677248.9239.681.87688819天能股份0.006.563186.5027.421.88002056横店东磁0.003.962883.7634.622.12002709天赐材料0.00357650.4430.490.81603556海兴电力0.001153489.0654.444.70300450先导智能0.003.4353332.7130.051.01601126四方股份0.00649935.0679.624.05002270华明装备0.005.549292.4090.885.00603806福斯特4.002.648403.2326.160.66600885宏发股份0.004.3945773.4632.861.36300037新宙邦0.00645080.5244.591.26688516奥特维4.002044818.4335.691.22835185贝特瑞0.00444667.0127.011.43600884杉杉股份0.00243858.5457.311.26002202金风科技0.00142250.6831.740.97300724捷佳伟创0.001241680.2025.511.22002850科达利0.001540457.1333.691.28300073当升科技0.007.5238088.8619.791.42601179中国西电0.000.6633830.8238.221.25601311骆驼股份0.002.731674.9555.343.05301358湖南裕能0.004.1831653.1820.030.95002249大洋电机0.001.331083.6249.322.43603897长城科技0.001530965.35143.027.52002028思源电气0.00430962.0319.860.85603606东方电缆0.004.530947.1930.950.93300751迈为股份0.001130652.1933.540.58000400许继电气0.002.9630162.6830.001.35688772珠海冠宇0.002.730134.7387.551.34603659璞泰来0.001.429795.1115.590.38300568星源材质0.002.229538.2151.251.26688778厦钨新能0.00729391.6055.721.14002533金杯电工0.00429099.7655.665.27600312平高电气0.002.1228766.7335.271.97603218日月股份0.002.828675.9259.551.52002706良信股份0.002.528078.1354.952.22600577精达股份0.001.327035.5463.402.92002518科士达0.004.526409.4231.241.14300360炬华科技0.00525465.7341.933.01600481双良节能0.001.222447.9414.950.97300207欣旺达0.001.222171.3920.600.69001301尚太科技0.00820860.0528.861.14688006杭可科技0.003.420524.8525.370.97301291明阳电气0.006.419980.8040.132.06688676金盘科技0.004.519231.3138.111.32688063派能科技4.0010.418130.5635.160.54688503聚和材料4.8010.8718003.7540.721.23300660江苏雷利0.005.617753.0355.981.78002074国轩高科0.00117668.8418.820.37000049德赛电池0.004.517308.7330.811.16002865钧达股份0.007.46176417001.4720.840.66603489八方股份4.001016772.36131.181.39002441众业达0.00316336.3164.362.70600869远东股份0.000.715535.4748.601.32688556高测股份6.004.515258.9410.440.85600458时代新材0.001.8515253.9639.501.72300393中来股份0.001.3815036.8628.560.95301238瑞泰新材0.00214666.6731.450.89688005容百科技0.003.0314496.5824.960.53688390固德威4.007.512961.2915.210.38301179泽宇智能4.005.512918.6550.401.61300882万胜智能4.00612265.7749.052.30000922佳电股份0.002.0212036.3430.141.76002498汉缆股份0.000.3611976.4715.760.89688408中信博4.908.811841.2334.321.09301439泓淋电力0.00311673.0554.571.61000009中国宝安0.000.4511606.4615.340.39002300太阳电缆0.001.611557.3465.461.85300409道氏技术0.00211411.491.48300457赢合科技0.001.7511298.3820.400.80301386未来电器0.00811200.00111.122.78688348昱能科技4.001011069.3650.260.43603530神马电力0.002.611062.3569.841.62000682东方电子0.000.810725.8219.810.91003022联泓新科0.000.810684.5423.950.28002125湘潭电化0.001.6810575.2930.021.30603312西典新能0.006.510504.0053.02300001特锐德0.00110402.0321.180.50300693盛弘股份0.003.310240.9625.420.77605066天正电气2.502.510159.4862.832.89002546新联电子0.001.210008.59161.672.16688248南网科技0.001.759882.2535.130.41300185通裕重工0.000.259742.3347.720.97601218吉鑫科技0.0019701.2673.892.56300776帝尔激光0.003.59520.5420.640.43003021兆威机电4.005.59405.4552.270.71603050科林电气2.0049083.7730.372.15603063禾望电气0.0028864.5417.650.72300820英杰电气0.0048814.5120.430.51002346柘中股份0.0028716.5129.331.54002882金龙羽0.0028658.0053.051.23300443金雷股份0.002.68461.8020.550.72834682球冠电缆3.0048320.0067.875.60002980华盛昌0.0068181.2976.361.82300842帝科股份4.0088040.0020.851.18300105龙源技术0.001.57741.4754.812.12600268国电南自2.000.97622.0733.601.18002534西子洁能0.0017392.03135.430.61688663新风光0.0056997.5042.251.43688517金冠电气0.0056750.6783.522.57605222起帆电缆0.001.66690.1915.810.71603031安孚科技4.504.56552.0056.570.95300286安科瑞0.0036441.4831.980.86301325曼恩斯特2.0055977.5317.510.54601616广电电气0.000.75975.73408.862.03300880迦南智能0.0035825.6337.861.27300068南都电源0.000.655653.74157.150.32002276万马股份0.000.555576.2410.040.49002335科华数据0.001.25538.8310.910.30603507振江股份3.003.95522.4430.061.18603016新宏泰0.003.725511.5580.201.64000821京山轻机0.000.875402.7416.050.44300593新雷能0.0015397.0655.740.42301516中远通0.001.845164.9178.240.79830779武汉蓝电0.0095146.8151.803.09688551科威尔0.0065028.2542.951.04603191望变电气0.001.54987.7221.260.78301217铜冠铜箔0.000.64974.09289.190.44002759天际股份0.0014968.48135.600.65688330宏力达0.003.494863.0224.990.83430556雅达股份0.0034819.23123.216.35300907康平科技0.0054800.0096.732.36002879长缆科技0.002.54624.9364.121.62002452长高电新0.000.74250.0524.561.01002471中超控股0.000.314243.9016.911.07603618杭电股份0.000.64148.2530.600.96300040九洲集团0.000.74113.8343.661.15300904威力传动0.005.64053.4698.380.65300407凯发电气0.001.274021.8641.761.42300514友讯达0.0024000.0020.881.41002892科力尔4.000.93997.3578.310.62300932三友联众3.002.23869.3983.401.37301023江南奕帆0.0073851.4680.901.59300850新强联0.001.043730.929.950.25300265通光线缆0.000.83666.2936.140.84603861白云电器0.000.843658.1933.370.85688226威腾电气0.002.343650.4030.301.16301295美硕科技4.0053600.0082.981.30600468百利电气0.000.333589.5330.220.59301388欣灵电气0.003.53585.6783.751.32300827上能电气0.0013580.3912.520.23002953日丰股份3.0013514.5324.000.76300772运达股份0.000.53510.398.480.37300890翔丰华0.003.243500.2142.220.79300690双一科技0.002.13472.3339.491.21300870欧陆通0.003.43384.5217.290.57831396许昌智能0.0023311.5071.44603212赛伍技术0.000.723149.9330.400.31832110雷特科技0.0083120.0089.974.66688191智洋创新0.0023041.5573.231.11301349信德新材0.0033034.3173.480.49002927泰永长征0.001.353013.0942.850.94301456盘古智能0.0022971.6826.840.52300617安靠智电0.001.82952.6114.680.48301082久盛电气4.001.82909.6957.420.99300853申昊科技0.0022876.870.69831627力王股份0.0032833.50102.493.13002218拓日新能0.000.22816.60121.880.38300619金银河3.002.732810.7629.990.43301266宇邦新材0.002.72808.0018.550.47832522纳科诺尔2.0032801.1022.621.49603396金辰股份0.0022771.8630.830.30001208华菱线缆0.000.52672.1230.890.50002580圣阳股份0.000.572587.0514.900.60688707振华新材0.000.52543.9224.780.14301226祥明智能0.002.32502.4060.980.86301278快可电子0.0032499.6812.910.43301511德福科技4.000.552476.2718.670.16300018中元股份0.000.52404.1639.990.78002823凯中精密0.000.812330.0030.370.73600379宝光股份0.000.652146.3130.390.60301163宏德股份0.002.52040.0041.830.84301120新特电气0.000.552026.3929.210.33301168通灵股份0.001.682009.5212.180.32002090金智科技0.000.52002.8933.110.40870299灿能电力0.002.2195282000.0081.583.35688733壹石通0.0011979.6580.720.29688573信宇人0.0021945.7733.340.50002358森源电气0.000.21859.5125.160.43834062科润智控0.0011840.8625.211.65688429时创能源0.000.451800.0010.180.17002245蔚蓝锂芯0.000.151728.0712.270.12603829洛凯股份0.0011600.0014.690.68833523德瑞锂电3.0021558.4829.241.39835237力佳科技3.0031533.6034.382.01831175派诺科技0.001.891504.6328.970.85002692远程股份0.000.21436.2928.090.44603988中电电机0.000.61411.2032.660.56301012扬电科技0.0011406.86207.930.36603185弘元绿能0.000.21367.771.850.03603320迪贝电气0.0011300.2631.300.69301063海锅股份0.001.51263.6022.640.53301150中一科技4.0011244.8823.440.20301210金杨股份0.001.51236.8520.210.31301002崧盛股份0.0011228.7650.710.47839167同享科技0.001.111213.4510.070.68301487盟固利0.000.251149.0419.150.05688597煜邦电力0.000.511143.7330.390.46300062中能电气0.000.21115.1521.360.30301232飞沃科技4.0021073.7519.090.34301121紫建电子0.001.51050.8644.480.30688681科汇股份0.0011040.7281.830.64002339积成电子0.000.21008.1832.580.24833914远航精密0.001990.0031.320.91002576通达动力0.000.55908.0510.320.28301157华塑科技0.001.5900.0023.810.26300283温州宏丰0.000.2874.2741.390.33301361众智科技0.000.7814.3511.130.26603026胜华新材0.000.4810.7243.290.06002112三变科技0.000.3786.248.800.26837046亿能电力4.001722.5040.251.55834770艾能聚0.000.5650.6612.130.65688388嘉元科技0.000.15634.9833.370.05002606大连电瓷0.000.13566.1610.820.14002857三晖电气0.000.36454.8276.940.20300953震裕科技0.000.44442.6610.350.06002451摩恩电气0.000.1439.2027.170.14836414欧普泰2.000.458904300.008.720.33

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。