目 錄家電行整概況 42023年H1家行走勢 42023年H1家行業績況 52023年H1家行盈利力 6子業績況 6色電 62023年H1收歸母利雙增 6白企表情況 7色電 92023年H1非母凈潤位增長 9黑企表情況 10房器 122023年H1收比下，母利雙數增長 12廚企表情況 13家電 152023年H1收歸母利雙但Q2來拐點 15小電業現況 16明工其他 192023年H1收比下，歸凈潤現增長 19照電及他業表情況 20投策略 23風提示 26插圖目錄圖1：2023年H1信行業跌（） 4圖2：2023年H1信二級業跌（） 4圖3：家電行營及其比速單度） 5圖4：家電行歸凈利及同增（季度） 5圖5：家電行毛率凈率 6圖6：家電行期費用率 6圖7：白板營及同比速單度） 7圖8：白板歸凈潤及同增（季） 7圖9：白板毛率利率 7圖10：電塊間率 7圖11：電塊收同比速單度） 9圖12：電塊母潤及同增（季） 9圖13：電塊利利率 10圖14：電塊間率 10圖15：電塊收同比速單度） 12圖16：電塊母潤及同增（季） 12圖17：電塊利利率 13圖18：電塊間率 13圖19：家板營其同增（季） 15圖20：家板歸利潤其比速單度） 15圖21：家板毛凈利率 15圖22：家板期用率 15圖23：明工其塊營及同增（季度） 19圖24：明工其塊歸凈潤其比速（季） 19圖25：明工其塊毛率利率 19圖26：明工其塊期費率 19表格目錄表1：2023年H1和2023年Q2白家板上司業簡況 8表2：2023年H1和2023年Q2白家板上司盈能力 8表3：2023年H1和2023年Q2黑家板上司業簡況 11表4：2023年H1和2023年Q2黑家板上司盈能力 11表5：2023年H1和2023年Q2廚板上公績簡況 13表6：2023年H1和2023年Q2廚板上公利能力 14表7：2023年H1和2023年Q2小電塊市業績況 16表8：2023年H1和2023年Q2小電塊市盈利力 17表9：2023年H1和2023年Q2照電及他上市司績況 20表10：2023年H1和2023年Q2照電及他上市司利力 22表11：點司利及投評（至2023年9月725家用電器行業整體概況2023H120232022300iFind，20231-6（30018.22304圖1：2023年H1中信一級行業漲跌幅（%）資料來源：iFind，2023H1iFind，20231-644.59%、24.2515.547.013002023圖2：2023年H1中信家電二級行業漲跌幅（%）資料來源：iFind，2023H120237,270.525.08%560.54523.8113.6220236183,923.468.55328.7613.28%，圖3：家用電器行業營收及其同比增速（單季度） 圖4：家用電器行業歸母凈利潤及其同比增速（單季度）資料來源：iFind， 資料來源：iFind，2023H1202324.852.038.030.632.211.898.750.571.56圖5：家用電器行業毛利率凈利率 圖6：家用電器行業期間費用率資料來源：iFind， 資料來源：iFind，子行業業績情況白色家電2023H120234,974.30422.6916.01405.1514.00%。20232,696.189.20251.7317.67%圖7：白電板塊營收及其同比增速（單季度） 圖8：白電板塊歸母凈利潤及其同比增速（單季度）資料來源：iFind， 資料來源：iFind，20232.030.7827.592.222.269.700.82優化1.92圖9：白電板塊毛利率凈利率 圖10：白電板塊期間費用率資料來源：iFind， 資料來源：iFind，白電企業表現情況20232023977871,977.96997.901,316.277.69%、4.168.02182.32126.7389.6413.9810.5212.77Q2表1：2023年H1和2023年Q2白色家電板塊上市公司業績簡況證券代碼證券簡稱營業總收入（億元）同比歸母凈利潤（億元）同比2023年H1000333.SZ美的集團1,977.967.69%182.3213.98%000521.SZ長虹美菱128.2925.47%3.58493.05%000651.SZ格力電器997.904.16%126.7310.52%000921.SZ海信家電429.4412.10%14.98141.45%002668.SZ奧馬電器52.0032.43%4.01157.37%600336.SH澳柯瑪50.991.38%0.75-33.06%600690.SH海爾智家1,316.278.02%89.6412.77%600854.SH春蘭股份1.22-47.66%0.32-63.06%600983.SH惠而浦20.24-17.26%0.36416.91%2023年Q2000333.SZ美的集團1011.599.10%101.9015.57%000521.SZ長虹美菱78.0325.63%2.36326.44%000651.SZ格力電器640.986.35%85.6414.75%000921.SZ海信家電235.1317.55%8.82149.23%002668.SZ奧馬電器28.2245.65%2.3172.85%600336.SH澳柯瑪26.14-7.13%0.45-39.86%600690.SH海爾智家665.608.04%49.9312.65%600854.SH春蘭股份0.31-72.62%0.09-84.48%600983.SH惠而浦10.17-17.17%0.24248.16%資料來源：iFind，20239778%。78年8.6228.19%。表2：2023年H1和2023年Q2白色家電板塊上市公司盈利能力證券代碼證券簡稱銷售毛利率同比(pct)銷售凈利率同比(pct)期間費用率同比(pct)2023年H1000333.SZ美的集團25.24%2.119.41%0.5814.24%1.22000521.SZ長虹美菱12.86%1.482.88%2.178.73%-1.20000651.SZ格力電器28.75%4.2512.45%1.0813.45%3.47000921.SZ海信家電21.53%2.285.79%2.2315.08%-0.37002668.SZ奧馬電器28.19%8.6215.70%6.668.80%-2.58600336.SH澳柯瑪13.70%-1.571.62%-0.9511.64%1.24600690.SH海爾智家30.44%0.256.87%0.3122.22%-0.04600854.SH春蘭股份47.71%-4.2530.74%-11.762.76%-0.88600983.SH惠而浦15.52%4.751.77%2.2310.24%3.08證券代碼證券簡稱銷售毛利率同比(pct)銷售凈利率同比(pct)2023年Q2000333.SZ美的集團26.38%2.3310.31%0.67000521.SZ長虹美菱11.70%1.153.10%2.14000651.SZ格力電器29.49%4.5013.24%1.16000921.SZ海信家電21.87%1.966.14%2.18002668.SZ奧馬電器29.16%6.5916.63%1.86600336.SH澳柯瑪13.75%-0.441.79%-0.84600690.SH海爾智家32.15%0.347.54%0.34600854.SH春蘭股份41.22%-8.0430.53%-24.00600983.SH惠而浦15.57%3.982.39%1.82資料來源：iFind，黑色家電2023H12023993.5125.0113.4127.2760.45H1，1,46712.2487323.861.229.7圖11：黑電板塊營收及其同比增速（單季度） 圖12：黑電板塊歸母凈利潤及其同比增速（單季度） 資料來源：iFind， 資料來源：iFind，2023年上半年，黑電行業整體盈利能力實現同比提升。2023年上半年，黑色家電行業13.321.153.080.05凈利率2.392023TCL圖13：黑電板塊毛利率凈利率 圖14：黑電板塊期間費用率資料來源：iFind， 資料來源：iFind，黑電企業表現情況2023年上半年，有近半的黑電公司營收同比增長，少部分黑電公司歸母凈利潤同比增202384338202328.523.610.7億元，同比增長74.65%，利潤規模擴張至行業第一。表3：2023年H1和2023年Q2黑色家電板塊上市公司業績簡況證券代碼證券簡稱營業總收入（億元）同比歸母凈利潤（億元）同比2023年H1000016.SZ深康佳A104.72-38.02%-1.93-211.82%000801.SZ四川九洲19.170.58%0.86-7.57%001308.SZ康冠科技49.72-13.33%5.44-21.03%002420.SZ毅昌科技11.10-17.69%-0.01-104.62%002429.SZ兆馳股份77.368.80%7.3439.45%600060.SH海信視像248.7523.06%10.3774.65%600839.SH四川長虹466.446.13%2.0232.98%688696.SH極米科技16.27-20.10%0.93-65.58%2023年Q2000016.SZ深康佳A58.71-31.53%-3.46-601.69%000801.SZ四川九洲9.93-7.53%0.46-24.05%001308.SZ康冠科技28.05-6.76%2.91-36.82%002420.SZ毅昌科技6.01-14.66%-0.12-173.92%002429.SZ兆馳股份40.4119.66%3.5194.16%600060.SH海信視像133.9233.52%4.1641.01%600839.SH四川長虹237.01-0.67%1.1917.20%688696.SH極米科技7.43-27.37%0.41-72.59%資料來源：iFind，2023850%7.6935.19表4：2023年H1和2023年Q2黑色家電板塊上市公司盈利能力證券代碼證券簡稱銷售毛利率同比(pct)銷售凈利率同比(pct)期間費用率同比(pct)2023年H1000016.SZ深康佳A3.75%1.31-3.14%-3.4813.22%4.83000801.SZ四川九洲22.68%2.275.68%-0.2317.12%2.23001308.SZ康冠科技18.70%-0.8910.97%-1.079.41%2.27002420.SZ毅昌科技9.37%-2.07-0.15%-2.3210.03%0.83002429.SZ兆馳股份17.90%2.169.95%2.257.69%-0.67600060.SH海信視像17.19%-0.394.77%0.5413.00%-1.17600839.SH四川長虹11.04%1.011.48%0.628.43%-0.10688696.SH極米科技34.45%-3.075.68%-7.5535.19%7.69證券代碼證券簡稱銷售毛利率同比(pct)銷售凈利率同比(pct)2023年Q2000016.SZ深康佳A4.15%1.71-7.14%-7.45000801.SZ四川九洲22.07%1.545.97%-0.76001308.SZ康冠科技18.41%-2.0710.41%-4.96002420.SZ毅昌科技8.61%-4.11-2.19%-4.75002429.SZ兆馳股份17.50%0.019.14%3.41600060.SH海信視像16.36%-1.453.68%-0.50600839.SH四川長虹11.84%1.531.78%0.74688696.SH極米科技33.97%-3.275.44%-9.02資料來源：iFind，廚房電器2023H12023iFind，2023158.128.9521.9212.1888.113.81.82%，20234,1291.37893.8%圖15：廚電板塊營收及其同比增速（單季度） 圖16：廚電板塊歸母凈利潤及其同比增速（單季度）資料來源：iFind， 資料來源：iFind，20235.132.535.120.6015.47%，2.983.782022年Q1圖17：廚電板塊毛利率凈利率 圖18：廚電板塊期間費用率資料來源：iFind， 資料來源：iFind，廚電企業表現情況2023863%47Q216.9427.58，2023Q21.03表5：2023年H1和2023年Q2廚電板塊上市公司業績簡況證券代碼證券簡稱營業總收入（億元）同比歸母凈利潤（億元）同比2023年H1002035.SZ華帝股份28.802.72%2.618.12%002508.SZ老板電器49.3511.04%8.3014.67%002543.SZ萬和電氣30.69-19.84%4.14-2.29%002677.SZ浙江美大7.72-7.17%2.18-5.28%300894.SZ火星人10.240.05%1.36-1.77%300911.SZ億田智能6.171.09%1.2714.20%603366.SH日出東方20.6118.56%0.93510.71%605336.SH帥豐電器4.54-0.95%1.149.72%2023年Q2002035.SZ華帝股份16.850.36%1.694.32%002508.SZ老板電器27.5816.94%4.4123.93%002543.SZ萬和電氣14.67-8.86%2.909.78%002677.SZ浙江美大4.343.57%1.178.06%300894.SZ火星人6.126.86%0.8711.20%300911.SZ億田智能3.886.85%0.8629.50%603366.SH日出東方11.888.59%1.03168.88%605336.SH帥豐電器2.794.47%0.7411.65%資料來源：iFind，20238820234.9表6：2023年H1和2023年Q2廚電板塊上市公司盈利能力證券代碼證券簡稱銷售毛利率同比(pct)銷售凈利率同比(pct)期間費用率同比(pct)2023年H1002035.SZ華帝股份41.35%-0.489.11%0.3031.83%-0.19002508.SZ老板電器51.93%2.3316.68%0.4533.80%0.60002543.SZ萬和電氣30.87%4.9613.48%2.4117.29%5.25002677.SZ浙江美大46.76%1.2528.23%0.5614.12%-1.23300894.SZ火星人47.25%2.3313.24%-0.1533.07%1.79300911.SZ億田智能51.57%4.9420.58%2.3628.97%1.94603366.SH日出東方29.56%0.394.30%5.6225.44%-6.20605336.SH帥豐電器47.91%2.4925.05%2.4419.90%-1.30證券代碼證券簡稱銷售毛利率同比(pct)銷售凈利率同比(pct)2023年Q2002035.SZ華帝股份42.56%-1.0610.15%0.29002508.SZ老板電器49.68%2.7015.82%0.75002543.SZ萬和電氣31.81%6.7419.80%3.35002677.SZ浙江美大46.62%5.3127.07%1.12300894.SZ火星人47.50%2.0114.19%0.66300911.SZ億田智能52.80%4.1422.21%3.88603366.SH日出東方30.81%1.378.54%4.97605336.SH 帥豐電器 48.04% 1.84 26.41% 1.70 資料來源：iFind，小家電2023H1Q22023年上半年，小家電行業營收利潤雙降，但二季度營收利潤已實現同比雙增。根據iFind，2023422.884.11%，歸35.8910.922023Q2228.787.6920.121.78%2023年Q1275.513,1010.8圖19：小家電板塊營收及其同比增速（單季度） 圖20：小家電板塊歸母凈利潤及其同比增速（單季度）資料來源：iFind， 資料來源：iFind，202330.201.980.61分點。單二季度來看，小家電行業毛利率29.96%，同比提升但環比微降，銷售凈利率0.832.230.49圖21：小家電板塊毛利率凈利率 圖22：小家電板塊期間費用率 資料來源：iFind， 資料來源：iFind，2023iFind，2023101362%202312202367表7：2023年H1和2023年Q2小家電板塊上市公司業績簡況證券代碼證券簡稱營業總收入（億元）同比歸母凈利潤（億元）同比2023年H1001259.SZ利仁科技2.43-27.38%0.19-48.29%002005.SZST德豪3.81-46.38%-1.3315.25%002032.SZ蘇泊爾99.83-3.31%8.81-5.60%002242.SZ九陽股份43.18-8.34%2.47-28.65%002403.SZ愛仕達11.65-21.88%-0.67-469.94%002614.SZ奧佳華23.44-25.65%0.42215.83%002615.SZ哈爾斯9.37-27.70%0.46-64.17%002705.SZ新寶股份63.55-10.83%3.95-18.81%002959.SZ小熊電器23.4126.68%2.3759.66%300247.SZ融捷健康2.7114.85%0.21-84.35%300272.SZ開能健康7.966.55%0.5472.45%300824.SZ北鼎股份3.21-12.86%0.3866.76%301332.SZ德爾瑪15.552.60%0.6710.79%603215.SH比依股份8.5118.20%1.2767.39%603311.SH金海高科4.096.65%0.41-12.31%603355.SH萊克電氣36.50-19.07%5.7419.08%603551.SH奧普家居8.625.08%1.4240.97%603579.SH榮泰健康8.90-19.20%1.0521.48%603868.SH飛科電器26.7417.30%6.0833.43%605555.SH德昌股份13.4213.34%1.712.16%688793.SH倍輕松5.9930.70%-0.2528.52%2023年Q2001259.SZ利仁科技0.92-39.10%0.01-92.12%002005.SZST德豪2.04-43.05%-0.9114.40%002032.SZ蘇泊爾50.206.53%4.4312.17%002242.SZ九陽股份24.251.83%1.26-30.19%002403.SZ愛仕達5.76-21.81%-0.28-285.09%002614.SZ奧佳華11.61-26.01%0.23260.89%002615.SZ哈爾斯5.74-21.35%0.42-56.41%002705.SZ新寶股份35.251.18%2.56-16.82%002959.SZ小熊電器10.9025.11%0.7262.96%300247.SZ融捷健康1.130.03%0.10-92.38%300272.SZ開能健康4.243.08%0.37143.58%300824.SZ北鼎股份1.51-18.97%0.20227.58%301332.SZ德爾瑪8.900.09%0.448.39%603215.SH比依股份4.7334.14%0.8160.00%603311.SH金海高科2.0311.54%0.21-12.92%603355.SH萊克電氣18.22-15.61%3.8943.51%603551.SH奧普家居5.1616.03%0.8212.44%603579.SH榮泰健康5.04-6.03%0.67140.42%603868.SH飛科電器13.0012.06%2.8831.42%605555.SH德昌股份7.7826.70%1.2919.98%688793.SH倍輕松3.7176.08%-0.248.00%資料來源：iFind，2023202381%和52Q286%2023年5020表8：2023年H1和2023年Q2小家電板塊上市公司盈利能力證券代碼證券簡稱銷售毛利率同比(pct)銷售凈利率同比(pct)期間費用率同比(pct)2023年H1001259.SZ利仁科技27.43%-3.587.69%-3.1122.53%4.82002005.SZST德豪9.05%5.65-35.08%-12.8342.99%19.82002032.SZ蘇泊爾25.42%-0.288.81%-0.2414.22%0.46002242.SZ九陽股份27.08%-1.695.74%-1.4621.22%-0.20002403.SZ愛仕達28.14%1.48-6.31%-5.1937.07%9.91002614.SZ奧佳華38.04%8.732.13%1.7133.97%6.43002615.SZ哈爾斯29.22%2.284.66%-5.0121.11%6.40002705.SZ新寶股份22.09%3.446.62%-0.5411.97%2.69002959.SZ小熊電器37.71%2.4010.11%2.1025.79%2.55300247.SZ融捷健康33.01%5.4311.82%-48.5819.48%-0.30300272.SZ開能健康38.24%3.737.64%1.9128.32%1.29300824.SZ北鼎股份50.79%2.8011.71%5.5942.16%-3.26301332.SZ德爾瑪30.09%0.734.11%0.3925.24%0.54603215.SH比依股份21.63%6.0914.93%4.395.01%0.48603311.SH金海高科25.59%0.0710.09%-2.1814.11%0.08603355.SH萊克電氣28.58%6.4115.73%5.049.94%1.75603551.SH奧普家居46.53%5.7616.41%3.8127.51%0.14603579.SH榮泰健康31.35%5.3611.84%3.9618.50%2.18603868.SH飛科電器57.90%3.8222.75%2.7731.92%3.54605555.SH德昌股份17.66%-0.3712.78%-1.402.74%1.04688793.SH倍輕松60.02%7.06-4.12%3.6263.83%2.01證券代碼證券簡稱銷售毛利率同比(pct)銷售凈利率同比(pct)2023年Q2001259.SZ利仁科技28.63%-4.061.57%-10.54002005.SZST德豪7.45%4.27-44.73%-14.89002032.SZ蘇泊爾25.62%-0.498.80%0.44002242.SZ九陽股份26.46%-4.405.19%-2.23002403.SZ愛仕達26.73%1.13-5.15%-6.70002614.SZ奧佳華36.19%6.372.61%3.32002615.SZ哈爾斯30.73%1.947.17%-5.84002705.SZ新寶股份22.24%1.467.54%-1.75002959.SZ小熊電器35.35%2.146.59%1.55300247.SZ融捷健康37.69%18.5812.15%-103.21300272.SZ開能健康38.92%4.8910.22%4.61300824.SZ北鼎股份49.75%2.1113.26%9.98301332.SZ德爾瑪30.54%0.874.79%0.51603215.SH比依股份22.07%3.8017.07%2.76603311.SH金海高科25.07%2.3310.41%-2.93603355.SH萊克電氣28.04%6.6621.31%8.76603551.SH奧普家居46.65%5.4415.86%-0.34603579.SH榮泰健康32.94%8.4613.42%8.16603868.SH飛科電器59.82%5.7322.16%3.29605555.SH德昌股份17.33%0.8616.63%-0.93688793.SH倍輕松60.62%8.79-6.17%5.95資料來源：iFind，照明電工及其他2023H12023Q2iFn20372.7155.036.61388.914.81Q131.4834.19圖23：照明電工及其他板塊營收及其同比增速（單季度） 圖照明電工及其他板塊歸母凈利潤及其同比增（單季度資料來源：iFind， 資料來源：iFind，202321.994.111.09毛利率23.0%471個百分點和2.199.00.812.66圖25：照明電工及其他板塊毛利率凈利率 圖26：照明電工及其他板塊期間費用率資料來源：iFind， 資料來源：iFind，2023Q2Q120235567243950表9：2023年H1和2023年Q2照明電工及其他板塊上市公司業績簡況證券代碼證券簡稱營業總收入（億元）同比歸母凈利潤（億元）同比2023年H1000404.SZ長虹華意77.377.66%1.65106.67%000541.SZ佛山照明45.665.01%1.695.15%002050.SZ三花智控125.2923.32%13.9539.03%002076.SZ星光股份0.59-13.87%-0.0491.26%002290.SZ禾盛新材10.63-1.43%0.5720.16%002418.SZ康盛股份10.69-33.05%0.23317.10%002676.SZ順威股份11.6315.04%0.30-15.83%002723.SZ小崧股份8.7232.15%0.30674.72%002860.SZ星帥爾15.54126.23%1.1650.78%003028.SZ振邦智能5.19-8.67%0.927.94%300217.SZ東方電熱20.4618.19%1.9231.32%300279.SZ和晶科技9.320.05%0.21124.19%300342.SZ天銀機電4.6815.12%0.3535.50%300403.SZ漢宇集團5.200.24%1.1617.39%300582.SZ英飛特10.8351.35%-0.64-199.09%300625.SZ三雄極光10.07-8.58%0.7718.14%300632.SZ光莆股份4.95-7.36%0.81-6.39%300650.SZ太龍股份11.14-24.46%0.13-65.20%300916.SZ朗特智能3.94-23.80%0.31-59.11%301135.SZ瑞德智能4.80-6.60%0.18-14.26%600261.SH陽光照明15.34-23.11%1.4141.57%600619.SH海立股份91.907.26%-0.49-159.52%600651.SH飛樂音響8.96-58.25%0.07-97.68%603195.SH公牛集團75.9211.03%18.2220.83%603219.SH富佳股份9.77-20.72%1.08-28.01%603303.SH得邦照明24.550.40%1.655.53%603515.SH歐普照明35.445.52%3.9736.85%603578.SH三星新材6.2429.64%1.0752.31%603657.SH春光科技8.9228.48%0.34-36.77%603677.SH奇精機械8.40-5.97%0.4310.50%603679.SH華體科技3.1853.21%0.23241.68%603685.SH晨豐科技5.75-6.72%0.1197.67%605365.SH立達信30.67-21.58%1.02-64.27%2023年Q2000404.SZ長虹華意34.991.26%1.02116.54%000541.SZ佛山照明23.721.36%1.033.44%002050.SZ三花智控68.5027.89%7.9344.22%002076.SZ星光股份0.29-18.25%-0.0481.19%002290.SZ禾盛新材5.799.23%0.3970.96%002418.SZ康盛股份5.620.22%0.165423.20%002676.SZ順威股份6.3220.89%0.18-3.70%002723.SZ小崧股份4.5532.04%0.241441.08%002860.SZ星帥爾9.79145.60%0.7180.68%003028.SZ振邦智能3.068.99%0.7061.32%300217.SZ東方電熱11.3915.62%1.2540.79%300279.SZ和晶科技5.2922.37%0.11123.30%300342.SZ天銀機電2.5020.23%0.17-30.63%300403.SZ漢宇集團2.640.82%0.6927.51%300582.SZ英飛特8.13108.31%-0.49-207.61%300625.SZ三雄極光6.17-9.56%0.6555.48%300632.SZ光莆股份2.670.94%0.522.06%300650.SZ太龍股份5.78-7.86%0.08-43.55%300916.SZ朗特智能2.15-32.88%0.29-47.61%301135.SZ瑞德智能2.548.46%0.11-6.65%600261.SH陽光照明7.72-25.22%0.83-14.01%600619.SH海立股份48.8815.06%-0.22-154.46%600651.SH飛樂音響4.90-51.38%0.22-93.81%603195.SH公牛集團42.5813.26%10.8625.35%603219.SH富佳股份5.59-18.10%0.82-9.85%603303.SH得邦照明13.4913.44%0.992.87%603515.SH歐普照明20.417.24%2.9933.61%603578.SH三星新材3.2547.91%0.6684.62%603657.SH春光科技4.8218.59%0.17-55.68%603677.SH奇精機械4.38-2.41%0.2552.35%603679.SH華體科技1.8942.01%0.13234.84%603685.SH晨豐科技3.262.80%0.072172.82%605365.SH立達信15.86-25.13%0.68-64.43%資料來源：iFind，2023年上半年，照明電工及其他行業中，大部分企業實現盈利能力同比提升。2023年上半年，照明電工及其他板塊中，銷售毛利率同比優化和銷售凈利率同比優化的公司占79%643620234022%表10：2023年H1和2023年Q2照明電工及其他板塊上市公司盈利能力證券代碼證券簡稱銷售毛利率同比(pct)銷售凈利率同比(pct)期間費用率同比(pct)2023年H1000404.SZ長虹華意9.97%1.883.12%1.365.44%-0.14000541.SZ佛山照明18.23%0.754.93%-0.3711.58%0.73002050.SZ三花智控25.81%1.6211.29%1.3010.58%-0.07002076.SZ星光股份40.73%5.06-5.30%60.0655.91%-36.65002290.SZ禾盛新材11.63%0.025.33%0.965.49%0.19002418.SZ康盛股份10.05%2.572.12%2.808.74%1.48002676.SZ順威股份17.65%-0.022.61%-0.9513.07%0.23002723.SZ小崧股份13.78%1.793.55%2.979.60%-0.91002860.SZ星帥爾15.53%-5.037.83%-3.596.29%-1.76003028.SZ振邦智能27.05%0.8617.81%2.744.48%-3.40300217.SZ東方電熱21.23%0.839.47%1.109.33%-0.18300279.SZ和晶科技16.70%3.532.21%11.4912.88%1.64300342.SZ天銀機電26.12%2.577.45%1.1417.22%0.34300403.SZ漢宇集團33.05%5.1722.14%3.088.66%-0.96300582.SZ英飛特26.57%-6.92-5.93%-14.9925.22%6.51300625.SZ三雄極光33.76%4.697.67%1.7325.76%1.06300632.SZ光莆股份32.91%2.7016.59%0.2216.97%2.24300650.SZ太龍股份9.46%0.311.42%-1.297.23%1.80300916.SZ朗特智能15.84%-3.957.74%-6.808.44%4.97301135.SZ瑞德智能20.16%2.363.80%-0.3016.96%0.70600261.SH陽光照明33.75%7.409.32%4.4524.66%4.55600619.SH海立股份10.44%2.21-1.09%-1.3110.90%1.49600651.SH飛樂音響18.53%-4.740.56%-13.3219.80%-9.35603195.SH公牛集團40.52%4.5823.98%1.9513.41%2.19603219.SH富佳股份18.36%-0.9411.08%-1.115.21%0.07603303.SH得邦照明17.93%2.596.75%0.388.67%1.85603515.SH歐普照明38.20%6.1111.33%2.7824.69%0.43603578.SH三星新材25.66%5.8116.97%2.775.60%-0.72603657.SH春光科技12.97%-2.974.28%-3.747.95%0.12603677.SH奇精機械16.11%3.625.08%0.769.91%2.71603679.SH華體科技25.59%2.147.87%15.6715.89%-10.07603685.SH晨豐科技13.73%1.801.05%1.1211.50%-0.49605365.SH立達信28.22%4.793.34%-3.9823.46%10.60證券代碼證券簡稱銷售毛利率同比(pct)銷售凈利率同比(pct)2023年Q2000404.SZ長虹華意11.31%2.204.31%2.28000541.SZ佛山照明19.06%0.195.64%-0.60002050.SZ三花智控26.00%1.0211.77%1.29002076.SZ星光股份40.00%4.55-14.44%51.67002290.SZ禾盛新材11.61%0.176.71%2.42002418.SZ康盛股份10.31%2.702.80%2.79002676.SZ順威股份18.00%2.952.89%-0.72002723.SZ小崧股份14.21%1.985.83%5.31002860.SZ星帥爾15.07%-2.667.58%-2.27003028.SZ振邦智能29.08%3.0822.76%7.38300217.SZ東方電熱22.78%1.6711.06