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新锐股份 · 公司概览

估值空间

04 / 价格与预期

股价走到了哪里

2026-06-042026-09-04 · Tencent Finance newfqkline public API · 66个交易日

2026-09-04 · ¥51.11-35.19% 区间首日至所选日非总回报,不是今日涨跌
38.479.6120.82026-09-04:定增注册稿更新至中报财务资料2026-08-28:PCB棒材已批量交付,慧联新厂仍在建设;资本登记更新,现有股本3.55263279亿股;汇总投关记录确认工商变更完成;披露慧联上半年收入3.206444亿元、净利润0.834105亿元。2026-08-05:慧联从8月开始并表2026-08-03:并购贷款放款、关联欠款清偿及第一次付款完成;不是全部对价结清。2026-07-30:支付股权解押专项款,原股权质押注销。2026-07-29:股东会批准收购。2026-07-09:董事会批准正式收购方案,次日披露公告。2026-06-042026-07-212026-09-04

悬停查看、点击锁定;可拖动滑块或用方向键选交易日。纵轴非零起点。同日事件合并标记,点击后在图下选择。日期采用记录中的发生或披露时间,可能晚于事件发生才公开;不据此认定涨跌因果。

开 ¥53.69高 ¥54.69低 ¥50.62成交额 5.95亿成交量 1,139.19万股
日线来源、复权口径与数据表

腾讯前复权序列;量为股、额为元,量额不复权。不与新浪历史序列混拼。

数据抓取:2026-09-06T15:55:59+08:00发布时收盘已核验;历史逐日未做全量双源核验。成交量为股,成交额为元,量额不复权。

所选区间 · 前复权OHLC(元/股)· 成交额人民币元
交易日开盘最高最低收盘成交额
2026-06-0470.5579.4669.8278.862,076,497,100.00
2026-06-0579.1179.4873.7574.411,508,040,700.00
2026-06-0869.4477.9069.4475.041,582,958,200.00
2026-06-0976.2581.6873.6181.041,684,314,400.00
2026-06-1079.4181.0475.6176.961,343,074,500.00
2026-06-1176.0281.6574.7477.501,266,918,000.00
2026-06-1281.5086.0079.7980.362,159,043,700.00
2026-06-1583.0696.4283.0696.422,640,264,300.00
2026-06-1696.00104.3195.00101.052,320,285,600.00
2026-06-1799.96103.9098.76101.861,937,098,500.00
2026-06-18101.01109.46100.50108.512,245,621,200.00
2026-06-22111.77117.00107.00111.802,723,176,900.00
2026-06-23110.81110.81100.18101.582,482,461,400.00
2026-06-24100.98103.9998.00103.602,348,486,900.00
2026-06-25101.92106.0399.06105.312,351,892,200.00
2026-06-26103.50103.7398.2099.891,789,413,500.00
2026-06-2999.83102.5091.0096.161,818,084,000.00
2026-06-3095.50102.6493.80101.901,691,173,400.00
2026-07-01104.22108.68102.20104.902,314,365,100.00
2026-07-02100.04117.7798.55108.493,402,457,800.00
2026-07-03105.92115.60102.00110.452,561,012,100.00
2026-07-06110.37112.2292.8192.882,975,348,500.00
2026-07-0791.9095.5586.0087.542,253,432,000.00
2026-07-0887.1288.5082.0082.061,626,785,800.00
2026-07-0983.7085.5878.8785.271,533,979,800.00
2026-07-1088.9791.5981.9082.322,034,139,200.00
2026-07-1379.4682.8875.3076.021,364,452,300.00
2026-07-1477.0087.3077.0085.551,727,867,200.00
2026-07-1585.8988.5679.9480.061,355,230,200.00
2026-07-1678.0083.1776.5077.971,271,280,400.00
2026-07-1776.7977.9668.0868.081,590,773,000.00
2026-07-2072.0072.5054.4658.441,854,601,700.00
2026-07-2159.6165.8851.6665.391,680,396,200.00
2026-07-2264.3967.9861.0261.401,358,956,800.00
2026-07-2361.9865.2459.3460.68945,192,800.00
2026-07-2459.3560.8256.9157.95801,455,100.00
2026-07-2758.5461.2456.4861.00826,092,200.00
2026-07-2859.7560.8854.3054.87888,847,300.00
2026-07-2954.8956.1050.1553.551,052,726,800.00
2026-07-3053.8554.5047.0047.791,019,021,100.00
2026-07-3152.4956.3050.6050.801,191,527,800.00
2026-08-0350.2351.8046.9847.44893,534,700.00
2026-08-0448.0051.9847.3051.40926,637,000.00
2026-08-0551.0057.7851.0056.471,317,749,700.00
2026-08-0655.5260.6555.0158.881,327,017,600.00
2026-08-0758.8663.6558.0063.001,612,766,600.00
2026-08-1062.9263.8860.1762.211,200,301,800.00
2026-08-1161.1562.1659.2060.30860,359,000.00
2026-08-1260.5062.3759.9561.23805,418,600.00
2026-08-1362.8063.2059.3359.50926,135,700.00
2026-08-1459.7161.4259.1260.81640,334,900.00
2026-08-1760.9866.1560.4066.001,159,560,500.00
2026-08-1865.0066.8663.3864.781,194,233,400.00
2026-08-1962.2562.8456.6957.151,148,378,000.00
2026-08-2058.3559.1756.0157.10717,234,900.00
2026-08-2156.7358.8755.6358.05576,934,600.00
2026-08-2458.8959.2353.0054.64931,771,600.00
2026-08-2553.7555.2651.6854.32725,195,400.00
2026-08-2654.4955.2051.2752.80834,524,600.00
2026-08-2753.6557.6953.5157.101,039,670,100.00
2026-08-2857.1259.1556.5256.55896,893,100.00
2026-08-3156.1457.7055.2057.38667,945,200.00
2026-09-0156.9057.1753.6454.07785,112,400.00
2026-09-0252.8153.8852.0052.70585,809,600.00
2026-09-0353.0554.2751.9453.12571,180,200.00
2026-09-0453.6954.6950.6251.11595,253,200.00
04

这个价格,需要怎样的业绩?

2026全年 · 机械情景,不是目标价或概率区间

把观点变成可以检查的假设。下半年卖多少、留下多少利润、给多少倍估值——你可以自己调整。

同一价格坐标 · 每行一个情景,避免重叠。点击预设点应用条件;“我的情景”随滑块移动。

偏弱情景¥35.67参考情景¥52.86偏强情景¥74.4009-04收盘¥51.11我的情景¥52.8630.755.079.4
我的情景 · ¥52.86H2收入33.45亿,毛利38.71%,18.0×PE,假设新增股数0.00%。

拖动圆点,试试你的假设也可点击轨道,或聚焦后按方向键微调。

33.45亿
15亿55亿
38.71%
20%60%
18.00×
8×35×
调整净扣减与未来股数
24.41%
10%40%
0.00%
0%30%

净扣减率包含费用、其他损益、所得税与少数股东等,是校准残差,不是财报披露的费用率。新增股数压力测试不计融资现金、利息变化或新增盈利。

你的条件结果 · 即时计算
¥52.86

相对2026-09-04收盘 +3.42% · 不代表预期收益

下半年归母4.78亿
全年归母10.43亿
H2归母 / 收入14.30%
情景股本3.5526亿股

反过来看 51.11

若采用你设置的 18.0× PE,当前价格对应全年归母 10.09亿;扣掉已实现上半年,H2需要 4.44亿

在H2收入 33.45亿、净扣减率 24.41% 不变时,对应毛利率 37.67%

本站判断

在参考盈利和自设18倍PE下,机械价格为52.86元,较2026-09-04收盘51.11元的条件价差为+3.42%。当前价格贴近这组参考假设,没有明显余量。情景不是估值定论,不能只靠“利润增长”四个字。

公式:全年归母=已实现H1+H2收入×(毛利率−净扣减率);机械价格=全年归母×PE÷情景股本。实际H1来自公司;全年收入/利润/毛利参考东吴8/28;PE、扰动与未来股数是自设。没有额外叠加慧联利润。