9天7板！利润飙增15倍

格隆汇08-10

8月9日晚，立新能源交出中报答卷：上半年营收6.44亿元，同比增长29.75%;归母净利润7302.39万元，同比暴增715.75%;扣非净利7031.42万元，增幅1568.33%。周一开盘，资金用脚投票。立新能源放量上攻，盘中最高摸到14.48元，距7月28日盘中高点15.73元一步之遥，上午报14.06元，涨6.84%，总市值回到131亿元。（立新能源股价走势；格隆汇）这股并不陌生。7月中旬...

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Profits Soar 15X","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"001258":0.9},"content_text":"8月9日晚，立新能源交出中报答卷：上半年营收6.44亿元，同比增长29.75%;归母净利润7302.39万元，同比暴增715.75%;扣非净利7031.42万元，增幅1568.33%。周一开盘，资金用脚投票。立新能源放量上攻，盘中最高摸到14.48元，距7月28日盘中高点15.73元一步之遥，上午报14.06元，涨6.84%，总市值回到131亿元。（立新能源股价走势；格隆汇）这股并不陌生。7月中旬以来9天7板、最高涨幅超120%，随后两次跌停剧烈洗盘。中报落地，是妖股成色的第一次大考。数字是漂亮的，结构要拆开看。营收6.44亿，增量1.48亿;归母净利7302万，增量6407万。单季视角更夸张，Q2归母净利6668万元，对比一季度634万元，环比放大十倍。增量主要来自新产能。风电、独立储能项目陆续投产，发电量抬升;独立储能同时吃电价套利和容量补偿两笔收入，是业绩的重要增量。经营现金流2.84亿元，同比增84.63%，印证发电业务真金白银入账;毛利率32.51%，环比提升8.99个百分点;资产负债率74.89%，同比下降5.94个百分点，杠杆压力在缓。然而，715%的增速，有一半要记在基数账上。2025上半年，立新能源净利只有895万元，几乎是微利状态。再看费用端，上半年财务费用1.15亿元，仍高于当期净利，74.89%的负债率摆在新旧产能一起转固的公用事业公司身上，利息成本是长期压舱石。把股价和业绩放在一条时间线上看，顺序一目了然。7月下旬以来，该股换手率常年站在15%至20%的高位，单日成交额18亿至28亿元，股东户数6.16万户。高换手意味着筹码快速易主，游资进、散户跟，定价权捏在情绪手里。7月26日晚，立新能源发布公告提示风险，直言近期股价波动主要受市场资金炒作、迎峰度夏用电预期等情绪因素驱动，公司日常生产经营、内外经营环境未发生重大实质性变化，股价存在快速回调、大幅震荡的风险。7月28日盘中冲上15.73元后跌停，7月29日再吃一个跌停，8月6日第三次跌停，随后两日反包，中报落地后再度逼近前高。按131亿元市值、TTM净利1.49亿元计算，公司市盈率在90倍上下，市净率2.09倍。对一家资产负债率近75%的电力运营公司，这个估值已经透支了不止一年的业绩。中报兑现后股价选择向上，短线情绪仍然占优。接下来盯三件事:迎峰度夏期间发电量能否持续超预期，储能调度与电价政策是否友好，新项目投产节奏跟不跟得上情绪。若情绪退潮而新产能接不上，高位筹码的兑现压力会来得比想象中快。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2658601161","isCrawlerRequest":true}