数据库更新时间 广发证券 广发电新储 GFSECURITIES 政策汇总 士四五风光储规划 储能空间测算 5G基站数据中心充换 CNESA数据 Wood Mac数据 风光装机量 风光大基地建设规 国企央企储能布局 弃风弃光率 光伏度电成本测算 储能度电成本测算 储能系统成本拆分 逆变器数据 风光电价 电力辅助服务经济性 峰谷价差及用户侧储能经 储能系统产业链梳 特高压建设情况 数据来源：本数据库中数据主要来自于各省政府官网、CNES
2022.08.10 能行业数据库 电站 算 齐性测算 里 A、北极星储能网
单位：亿元 2020 营业总收入 毛利润 归母净利润 销售毛利率 电芯 300750.SZ 宁德时代 503.19 139.70 55.83 27.76% 002594.SZ 比亚迪 1 565.98 303.46 42.34 19.38% 002074.SZ 国轩高科 67.24 16.96 1.50 25.23% 300014.SZ 亿纬锂能 81.62 23.68 16.52 29.01% 300207.SZ 欣旺达 296.92 44.12 8.02 14.86% 688063.SH 派能科技 11.20 4.87 2.74 43.52% 300438.SZ 辉能源 36.42 6.37 0.53 17.49% 300068.SZ 南都电源 102.60 9.77 -2.81 9.53% 储能PCS及系统集成 300274.SZ 阳光电源 192.86 44.49 19.54 23.07% 300827.SZ 上能电气 10.04 2.58 0.77 25.74% 002335.SZ 科华数据 41.68 13.27 3.82 31.84% 300763.SZ 锦浪科技 20.84 6.63 3.18 31.82% 688390.SH 固德威 15.89 5.98 2.60 37.60% 605117.SH 德业股份 30.24 6.85 3.82 22.64% 688032.SH 禾迈股份 4.95 2.08 1.04 42.11% 688348.SH 昱能科技 4.89 1.88 0.77 38.45% 002121.SZ 科陆电子 33.37 10.39 1.85 31.12% 002518.SZ 科士达 24.23 8.93 3.03 36.87% 300693.SZ 盛弘股份 7.71 3.72 1.06 48.19% 300648.SZ 星云股份 5.75 2.63 0.57 45.77% 688676.SH 金盘科技 24.23 6.49 2.32 26.77% 002028.SZ 思源电气 73.73 21.57 29.26% 601126.SH 四方股份 38.63 14.16 3.44 36.67% 600522.SH 中天科技 420.82 58.49 22.75 13.90% 温控及消防 002837.SZ 英维克 17.03 5.52 1.82 32.43% 300990.SZ 同飞股份 6.12 2.32 1.25 37.95% 301018.SZ 申菱环境 14.67 4.48 1.25 30.50% 002960.SZ 青鸟消防 25.25 9.89 4.30 39.19% 300902.SZ 国安达 2.76 1.51 0.62 54.87% EPC 688248.SH 南网科技 11.15 3.02 0.87 27.06% 300712.SZ 永福股份 9.80 2.68 0.51 27.35% 运营 003035.SZ 南网能源 20.09 8.13 40.49% 600995.SH 文山电力 18.81 2.30 1.11 12.23% 600379.SH 宝光股份 9.02 1.91 0.46 21.20% 002053.SZ 云南能投 19.90 8.77 2.32 44.05% 601222.SH 57.99 20.40 9.97 35.19%
全部业务 2021 销售净利率 归母净利率 营业总收入 毛利润 归母净利润 销售毛利率 12.13% 11.10% 1303.56 342.62 159.31 26.28% 3.84% 2.70% 2161.42 281.45 30.45 13.02% 2.18% 2.23% 103.56 19.27 1.02 18.61% 20.60% 20.24% 169.00 36.46 29.06 21.57% 2.70% 2.70% 373.59 54.87 9.16 14.69% 24.51% 24.51% 20.63 6.19 3.16 30.03% 1.77% 1.46% 56.93 9.23 1.82 16.21% %6E- -2.74% 118.48 5.02 -13.70 4.24% 10.24% 10.13% 241.37 53.71 15.83 22.25% 7.71% 7.71% 10.92 2.69 0.59 24.61% 9.37% 9.16% 48.66 14.21 4.39 29.21% 15.26% 15.26% 33.12 9.51 4.74 28.71% 16.29% 16.38% 26.78 8.48 2.80 31.66% 12.65% 12.65% 41.68 256 5.79 22.95% 21.03% 21.03% 7.95 3.40 2.02 42.75% 15.46% 15.69% 6.65 2.48 1.03 37.36% 5.90% 5.55% 31.98 9.27 -6.65 28.97% 12.55% 12.51% 28.06 8.78 3.73 31.31% 13.76% 13.76% 10.21 4.44 1.13 43.50% 10.40% 9.91% 8.11 3.64 0.76 44.88% 9.57% 9.56% 7.76 2.35 23.51% 13.48% 12.66% 86.95 26.50 11.98 30.48% 8.73% 8.90% 42.98 15.49 4.52 36.03% 5.63% 5.41% 461.63 73.91 1.72 16.01% 10.60% 10.67% 22.28 6.54 2.05 29.35% 20.37% 20.37% 8.29 2.41 1.20 29.00% 8.28% 8.49% 17.98 4.98 1.40 27.71% 17.39% 17.03% 38.63 14.35 5.30 37.14% 22.51% 22.52% 2.54 1.17 0.26 46.22% 20.87 9.50 1.17 45.52% 7.81% 7.81% 13.85 4.17 1.43 30.13% 4.86% 5.19% 15.68 3.45 0.41 21.99% 21.07% 19.84% 26.00 10.51 4.74 40.43% 5.89% 5.88% 21.64 2.49 0.16 11.49% 5.12% 5.12% 10.10 1.79 0.51 17.71% 13.04% 11.63% 22.59 9.15 2.52 40.51% 17.27% 17.20% 52.97 18.72 006 35.35%
2022E 销售净利率 归母净利率 营业总收入 归母净利润 归母净利率 13.70% 12.22% 2813.35 253.68 9.02% 1.84% 1.41% 3689.51 86.26 2.34% 0.74% 0.98% 255.39 6.20 2.43% 18.64% 17.19% 32.44 9.62% 2.29% 2.45% 481.01 14.69 3.05% 15.33% 15.33% 51.38 6.18 12.03% 3.21% 3.20% 92.63 5.75 6.21% -13.85% -11.57% 139.02 7.09 5.10% 7.06% 6.56% 389.57 31.46 8.07% 5.39% 5.39% 0.00 0.00 iO/AI# 9.22% 9.02% 60.54 5.23 8.63% 14.30% 14.30% 63.86 9.78 15.32% 10.40% 10.44% 56.02 5.65 10.08% 13.88% 13.88% 54.94 9.18 16.71% 25.37% 25.37% 14.63 4.77 32.61% 15.50% 15.48% 14.30 3.40 23.80% -20.81% -20.80% 000 0.00 #DIV/0! 13.27% 13.30% 36.86 4.61 12.50% 11.11% 11.11% 14.81 1.63 11.01% 11.24% 9.38% 14.25 1.67 11.69% 7.13% 7.10% 43.19 3.06 7.09% 14.63% 13.77% 101.78 13.69 13.45% 10.53% 10.51% 52.31 5.65 10.79% 0.61% 0.37% 453.02 37.90 8.37% 8.92% 9.20% 28.53 2.60 9.13% 14.46% 14.46% 11.74 1.68 14.30% 7.93% 7.80% 25.70 2.46 9.55% 14.35% 13.71% 52.31 6.97 13.32% 10.64% 10.43% 6.45 1.43 22.14% 5.61% 10.33% 10.33% 21.16 2.04 9.63% 1.88% 2.60% 32.88 2.03 6.16% 20.03% 18.23% 31.05 6.31 20.31% %0 0.73% 23.32 1.18 5.06% 5.17% 5.03% 12.99 0.79 6.08% 11.97% 11.14% 26.30 3.45 13.11% 17.60% 17.57% 80.41 12.98 16.15%
储能行业数据库.xlsx
