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国联证券-电新行业2022及2023Q1财报总结:业绩高增盈利能力向好,行业高景气有望延续-230507

电新行业 2022 及 2023Q1 财报总结: 业绩高增盈利能力向好,行业高景气有望延续 2022年,电新行业归母净利润同比增长65.4%,在所有30个行业中增幅位于第2位。根据我们对样本公司的划分,归母净利润增幅前三分别为核电(+2349.5%)、储能(+132.5%)、新能源车(+121.6%)。随着各环节新增长点的涌现,以及原材料成本松动带来产业链利润再分配,我们认为行业高景气度有望延续

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