002398.SZ深圳证券交易所 · 主板 Main
LETS Holding Group 垒知集团
Cement 水泥
¥4.27+¥0.07 · +1.67%
Open 开盘
¥4.20
High 最高
¥4.27
Low 最低
¥4.15
Prev Close 昨收
¥4.20
Volume 成交量
1,179.2万股
Turnover 成交额
¥4,965.9万
Mkt Cap 总市值
¥29亿
P/E 市盈率
63.7×
Recent Activity 近期动态All Filings 全部公告 →
9 significant filings since 29 May 2026: 5 on share issue, 3 on dividend and 1 on buyback. The latest, on 8 Jul 2026: 关于回购股份注销完成暨股份变动的公告.
自 29 May 2026 起有 9 份重大公告：share issue 5 份、dividend 3 份、buyback 1 份。最新一份（8 Jul 2026）：关于回购股份注销完成暨股份变动的公告。
4.004.505.005.506.006.50
Volume 成交量
1.76亿
Sep 25Dec 25Mar 26Jun 26Sep 26
Overview 概览Deep Report 深度报告Financials 财务Valuation 估值Ownership 股东Analysts 券商Estimates 预测News 动态Events 事件Peers 同业
Relative Value 同业比较
Cement 水泥 · 23 listed peers
| Measure 指标 | This Company 本公司 | Peer Median 同业中值 | Standing 排位 | |
|---|---|---|---|---|
| Market Cap 市值 | ¥29亿 | ¥44亿 | 6th lowest of 23 · 23 家中第 6 低 | |
| Trailing P/E 市盈率 | 63.7x | 19.9x | 2nd highest of 9 · 9 家中第 2 高 | |
| P/B 市净率 | 0.8x | 1.1x | 9th lowest of 23 · 23 家中第 9 低 | |
| Revenue Growth 营收增速 | -10.3% | -16.2% | 5th highest of 23 · 23 家中第 5 高 | |
| Profit Growth 净利增速 | -12.2% | -49.6% | 8th highest of 23 · 23 家中第 8 高 | |
| Gross Margin 毛利率 | 23.9% | 17.1% | 5th highest of 23 · 23 家中第 5 高 | |
| Net Margin 净利率 | 5.4% | 0.5% | 7th highest of 23 · 23 家中第 7 高 | |
| Return on Equity 净资产收益率 | 1.6% | 0.3% | 7th highest of 23 · 23 家中第 7 高 | |
| Debt to Assets 资产负债率 | 33.1% | 48.8% | 7th lowest of 23 · 23 家中第 7 低 | |
| Grade Score 评级得分 | 74 | 51 | 3rd highest of 23 · 23 家中第 3 高 |
Statement figures are for the period to 30 Jun 2026, filed by 23 of 23 peers. A rank needs 5 or more peers with a value. A company with no earnings has no P/E. 报表数据为截至 30 Jun 2026 的期间，23 家同业中 23 家已披露。排位至少需要 5 家有数据的同业；无盈利的公司没有市盈率。
Largest Peers 主要同业
| Peer 同业 | Market Cap | P/E | P/B | Revenue Growth | Net Margin | ROE | Grade |
|---|---|---|---|---|---|---|---|
| Anhui Conch Cement 海螺水泥 | ¥893亿 | 14.3x | 0.5x | -10.9% | 6.7% | 1.3% | B |
| Huaxin Building Materials Group 华新建材 | ¥494亿 | 14.3x | 1.5x | 21.5% | 11.6% | 5.2% | B |
| Tianshan Material 天山股份 | ¥268亿 | — | 0.4x | -16.2% | -11.6% | -4.3% | E |
| Gansu Shangfeng Materials 上峰材料 | ¥151亿 | 8.6x | 1.5x | -19.1% | 72.9% | 14.1% | B |
| BBMG 金隅集团 | ¥149亿 | — | 0.4x | -21.2% | -8.4% | -6.8% | D |
| Xizangtianlu 西藏天路 | ¥95亿 | — | 2.5x | -14.3% | -8.5% | -2.2% | C |
| BBMG Jidong Cement Group 金隅冀东 | ¥94亿 | — | 0.4x | -18.0% | -10.7% | -3.5% | D |
| Guangdong Tapai Group 塔牌集团 | ¥79亿 | 18.9x | 0.7x | -15.3% | 12.8% | 1.8% | B |
| Ningxia Building Materials Group 宁夏建材 | ¥61亿 | 45.3x | 0.8x | -38.0% | 3.9% | 0.8% | C |
| China West Construction Group 西部建设 | ¥59亿 | — | 0.8x | -20.1% | -2.9% | -2.8% | E |
| Xinjiang Qingsong Building Materials 青松建化 | ¥58亿 | 19.9x | 0.9x | -11.1% | 7.9% | 1.9% | B |
| Sobute New Materials 苏博特 | ¥44亿 | 33.6x | 1.1x | -2.2% | 6.2% | 1.7% | B |
| Hainan RuiZe New Building Material 海南瑞泽 | ¥37亿 | — | 7.7x | -27.5% | -13.2% | -11.3% | E |
| Guangdong Sanhe PILE 三和管桩 | ¥35亿 | — | 1.3x | -9.7% | 0.5% | 0.5% | D |
| LETS Holding Group 垒知集团 | ¥29亿 | 63.7x | 0.8x | -10.3% | 5.4% | 1.6% | B |
Peers are listed by market cap, with this company highlighted. 同业按市值排列，本公司高亮显示。