SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

PLPC

状态日期:2026-05-27

积极观察
中高高正常
概览观点时间线信号证据AI行业

Serenity观点

看多

推文立场

价格动量

总览股票跟踪推文AI关注我

看多

60D / 252D

信号分数

51

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

12.7%

改善

概览

核心结论

作者立场:看多;价格动量:看多。最新证据:A lot of these names from $PLPC to $AMSC are doing decently well from two weeks ago. 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 3 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

看多

价格动量

看多

首次提出

2026-04-23 03:12

来源

llm

更新时间

2026-05-06 06:48

作者立场:看多;价格动量:看多。最新证据:A lot of these names from $PLPC to $AMSC are doing decently well from two weeks ago.

当前观点证据

2026-05-06 06:48看多

A lot of these names from $PLPC to $AMSC are doing decently well from two weeks ago.

Serenity 变化

时间线

首次提出2026-04-23 03:12看多
原推

Transmission & Advanced Conductors: $AMSC - HTS Wires, power electronics $PLPC - advanced conductors

  1. 2026-05-06 06:48看多观点延续

    A lot of these names from $PLPC to $AMSC are doing decently well from two weeks ago.

  2. 2026-04-27 01:09看多逻辑更新

    President invoked DPA, included advanced conductors… $AMSC, $PLPC, $POWL, $VICR, $ATKR, $HPS.A go brr.

  3. 2026-04-25 01:39看多观点延续

    I do have $AMSC and $PLPC as the executive order beneficiaries as well but not as high conviction.

  4. 2026-04-23 03:12看多初始观点

    Transmission & Advanced Conductors: $AMSC - HTS Wires, power electronics $PLPC - advanced conductors

新鲜度

新增信号

SEC
24h 07D 030D 1新闻 0披露 3

复核时间:2026-06-03

证据

证据摘要

最新期 2025营收 669MBeta 0.88披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

669M

营收同比

12.7%

毛利率

31.4%

2022

营收 637MYoY 23.1%经营 10.9%净利 8.5%

2023

营收 670MYoY 5.1%经营 12.6%净利 9.5%

2024

营收 594MYoY -11.3%经营 8.5%净利 6.2%

2025

营收 669MYoY 12.7%经营 8.2%净利 5.3%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-08 10:54fool.com
This Fund Cashed Out of Preformed Line Products Amid a 150% Stock Surge
2026-05-05 11:35prnewswire.com
PLP EXPANDS GLOBAL SUBSTATION PORTFOLIO WITH ACQUISITION OF DELTA STAR CONETORES ELÉTRICOS LTDA
2026-05-04 14:01zacks.com
Preformed Line Products Q1 Earnings Fall Y/Y, Sales Rise 19%

近期披露

披露信息

最新披露为 2026-05-04 的 8-K;近 30 天共有 3 条披露。已观察表格:10-K x1, 10-Q x3, 8-K x6。复核重点:公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

2026-05-048-K
plpc-20260504.htm
2026-04-3010-Q
plpc-20260331.htm
2026-04-298-K
plpc-20260429.htm

近期推文

作者立场

立场

看多

价格动量

看多

2026-05-06 06:48看多

A lot of these names from $PLPC to $AMSC are doing decently well from two weeks ago.

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

1

Beta

0.88

敏感度

高关注高 beta

情绪风险

高

估值风险

正常

背景

行业与主题

industrials-electrical-equipment-parts

ai-infrastructureenergy-poweraerospace-defense

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to PLPC, not only Electrical Equipment & Parts

背景

行业背景

industrials-electrical-equipment-parts

提及 5新闻 6股票 17
股票池

PLPC

积极观察中高高正常

状态日期:2026-05-27

复核时间:2026-06-03

作者立场

看多

llm

价格动量

看多

60D / 252D

信号分数

51

新增信息排序

24h 提及

0

短线新增

7天提及

0

高

30天提及

1

长周期热度

7日新闻

0

低

30日披露

3

8-K

收入同比

12.7%

改善

Beta

0.88

高关注高 beta

llm · 2026-05-06 06:48

Serenity 时间线

首次提出2026-04-23 03:12看多
原推

Transmission & Advanced Conductors: $AMSC - HTS Wires, power electronics $PLPC - advanced conductors

  1. 2026-05-06 06:48看多观点延续

    A lot of these names from $PLPC to $AMSC are doing decently well from two weeks ago.

  2. 2026-04-27 01:09看多逻辑更新

    President invoked DPA, included advanced conductors… $AMSC, $PLPC, $POWL, $VICR, $ATKR, $HPS.A go brr.

  3. 2026-04-25 01:39看多观点延续

    I do have $AMSC and $PLPC as the executive order beneficiaries as well but not as high conviction.

  4. 2026-04-23 03:12看多初始观点

    Transmission & Advanced Conductors: $AMSC - HTS Wires, power electronics $PLPC - advanced conductors

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

669M

营收同比

12.7%

毛利率

31.4%

营收趋势

营收趋势线
763M382M0

需要继续工作的地方

研究问题

  • GPT xhigh event bus analysis_update: GPT xhigh analysis updated.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to PLPC, not only Electrical Equipment & Parts

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

industrials-electrical-equipment-parts

提及 5新闻 6股票 17
2021 营收: 517M2022 营收: 637M2023 营收: 670M2024 营收: 594M2025 营收: 669M2021 趋势线: 517M2022 趋势线: 637M2023 趋势线: 670M2024 趋势线: 594M2025 趋势线: 669M20212022202320242025

利润趋势

净利润毛利营业利润
268M134M02021 净利润: 36M2022 净利润: 54M2023 净利润: 63M2024 净利润: 37M2025 净利润: 35M2021 毛利: 166M2022 毛利: 215M2023 毛利: 235M2024 毛利: 190M2025 毛利: 210M2021 营业利润: 48M2022 营业利润: 69M2023 营业利润: 84M2024 营业利润: 51M2025 营业利润: 55M20212022202320242025

利润率趋势

毛利率营业利润率净利率
40.0%20.0%0.0%2021 毛利率: 32.1%2022 毛利率: 33.8%2023 毛利率: 35.1%2024 毛利率: 32.0%2025 毛利率: 31.4%2021 营业利润率: 9.2%2022 营业利润率: 10.9%2023 营业利润率: 12.6%2024 营业利润率: 8.5%2025 营业利润率: 8.2%2021 净利率: 6.9%2022 净利率: 8.5%2023 净利率: 9.5%2024 净利率: 6.2%2025 净利率: 5.3%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
2021517M-32.1%9.2%6.9%
2022637M23.1%33.8%10.9%8.5%
2023670M5.1%35.1%12.6%9.5%
2024594M-11.3%32.0%8.5%6.2%
2025669M12.7%31.4%8.2%5.3%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

1

风险: 高 · 高

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-05-08 10:54fool.com
This Fund Cashed Out of Preformed Line Products Amid a 150% Stock Surge
2026-05-05 11:35prnewswire.com
PLP EXPANDS GLOBAL SUBSTATION PORTFOLIO WITH ACQUISITION OF DELTA STAR CONETORES ELÉTRICOS LTDA
2026-05-04 14:01zacks.com
Preformed Line Products Q1 Earnings Fall Y/Y, Sales Rise 19%
2026-04-29 16:15prnewswire.com
PREFORMED LINE PRODUCTS ANNOUNCES FIRST QUARTER 2026 FINANCIAL RESULTS
2026-04-24 18:15gurufocus.com
Is Preformed Line Products Co (PLPC) Overvalued After 6.9% Rally? GF Value Says Overvalued
2026-03-28 02:27defenseworld.net
Analyzing American Battery Technology (NASDAQ:ABAT) and Preformed Line Products (NASDAQ:PLPC)
2026-03-23 21:07seekingalpha.com
Preformed Line Products: Still A Strong Buy For Exposure To Grid Restructuring
2026-03-18 16:15prnewswire.com
PREFORMED LINE PRODUCTS ANNOUNCES QUARTERLY DIVIDEND
2026-03-11 10:50zacks.com
Preformed Line Products Q4 Earnings Fall, Sales Rise 4% Y/Y
2026-03-04 16:15prnewswire.com
PREFORMED LINE PRODUCTS ANNOUNCES FOURTH QUARTER AND FULL YEAR 2025 FINANCIAL RESULTS

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-04 的 8-K;近 30 天共有 3 条披露。已观察表格:10-K x1, 10-Q x3, 8-K x6。复核重点:公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

近期披露

2026-05-048-K
plpc-20260504.htm
2026-04-3010-Q
plpc-20260331.htm
2026-04-298-K
plpc-20260429.htm
2026-03-0510-K
plpc-20251231.htm
2026-03-048-K
plpc-20260304.htm
2025-12-118-K
plpc-20251211.htm
2025-10-3010-Q
plpc-20250930.htm
2025-10-298-K
plpc-20251029.htm
2025-09-298-K
plpc-20250929.htm
2025-07-3110-Q
plpc-20250630.htm

beta / 动量 / 主题

大盘敏感度

Beta

0.88

状态

高关注高 beta

立场

看多

动量

看多

积极观察 · 正常

板块定位

行业

industrials-electrical-equipment-parts

ai-infrastructureenergy-poweraerospace-defense