@底部邏輯挖掘:
新亞電(dian)(dian)子605277:業績(ji)高(gao)增(zeng),低位儲能、新能源汽車、云計算(suan),中(zhong)端反轉(zhuan)次新,營收凈利潤中(zhong)報(bao)均大(da)增(zeng)70%,動態pe不(bu)到20。先看(kan)中(zhong)報(bao)摘錄的(de)圖(tu)1.業績(ji)高(gao)增(zeng),pe不(bu)到20,1季度3600萬凈利潤,2季度5300萬凈利潤,中(zhong)報(bao)營收凈利同增(zeng)70%,一(yi)般3、4季度才是(shi)消費(fei)電(dian)(dian)子旺季(共識,且看(kan)往(wang)年業績(ji)可知),就算(suan)
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