vs
亿纬锂能（CNEY）与SemiLEDs Corp（LEDS）财务数据对比。点击上方公司名可切换其他公司
亿纬锂能的季度营收约是SemiLEDs Corp的1.9倍（$5.0M vs $2.6M），亿纬锂能净利率更高（-0.4% vs -28.9%，领先28.5%）
亿纬锂能是2001年由刘金成创立的中国电池制造企业，专注于储能系统与电动汽车领域的锂离子电池生产，总部位于广东惠州。公司于2009年在深圳创业板上市，是全球一线动力电池供应商，截至2023年为全球第三大储能电池电芯生产商。
该企业是涵盖电子设计与制造供应链相关企业的行业协会，为半导体、光伏板、发光二极管、平板显示器、微机电系统、印刷柔性电子及相关微纳米技术领域的制造提供设备、材料与服务支持。
CNEY vs LEDS — 直观对比
营收规模更大
CNEY
是对方的1.9倍
$2.6M
净利率更高
CNEY
高出28.5%
-28.9%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.0M | $2.6M |
| 净利润 | $-18.0K | $-742.0K |
| 毛利率 | 0.1% | 0.7% |
| 营业利润率 | -0.4% | -39.4% |
| 净利率 | -0.4% | -28.9% |
| 营收同比 | — | 103.7% |
| 净利润同比 | — | -35.6% |
| 每股收益（稀释后） | — | $-0.09 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CNEYLEDS
| Q4 25 | — | $2.6M | ||
| Q3 25 | — | $13.2M | ||
| Q2 25 | — | $17.7M | ||
| Q1 25 | $5.0M | $10.9M | ||
| Q4 24 | — | $1.3M | ||
| Q3 24 | — | $1.3M | ||
| Q2 24 | — | $1.3M | ||
| Q1 24 | $22.7M | $886.0K |
净利润CNEYLEDS
| Q4 25 | — | $-742.0K | ||
| Q3 25 | — | $-1.2M | ||
| Q2 25 | — | $223.0K | ||
| Q1 25 | $-18.0K | $388.0K | ||
| Q4 24 | — | $-547.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-319.0K | ||
| Q1 24 | $-4.2M | $-559.0K |
毛利率CNEYLEDS
| Q4 25 | — | 0.7% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | 0.1% | 9.2% | ||
| Q4 24 | — | 20.6% | ||
| Q3 24 | — | 11.6% | ||
| Q2 24 | — | 41.0% | ||
| Q1 24 | 3.5% | 12.6% |
营业利润率CNEYLEDS
| Q4 25 | — | -39.4% | ||
| Q3 25 | — | -9.0% | ||
| Q2 25 | — | -0.4% | ||
| Q1 25 | -0.4% | 1.0% | ||
| Q4 24 | — | -52.1% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -35.8% | ||
| Q1 24 | -19.2% | -93.9% |
净利率CNEYLEDS
| Q4 25 | — | -28.9% | ||
| Q3 25 | — | -9.0% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | -0.4% | 3.6% | ||
| Q4 24 | — | -43.4% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -24.1% | ||
| Q1 24 | -18.4% | -63.1% |
每股收益（稀释后）CNEYLEDS
| Q4 25 | — | $-0.09 | ||
| Q3 25 | — | $-0.15 | ||
| Q2 25 | — | $0.03 | ||
| Q1 25 | — | $0.05 | ||
| Q4 24 | — | $-0.08 | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-0.04 | ||
| Q1 24 | — | $-0.11 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $2.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $102.3M | $2.1M |
| 总资产 | $104.2M | $14.2M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资CNEYLEDS
| Q4 25 | — | $2.9M | ||
| Q3 25 | — | $2.6M | ||
| Q2 25 | — | $2.4M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $1.7M | ||
| Q2 24 | — | $1.7M | ||
| Q1 24 | — | $1.6M |
总债务CNEYLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | $1.7M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.7M | ||
| Q2 24 | — | — | ||
| Q1 24 | $565.5K | — |
股东权益CNEYLEDS
| Q4 25 | — | $2.1M | ||
| Q3 25 | — | $2.8M | ||
| Q2 25 | — | $4.0M | ||
| Q1 25 | $102.3M | $3.6M | ||
| Q4 24 | — | $1.6M | ||
| Q3 24 | — | $2.2M | ||
| Q2 24 | — | $2.7M | ||
| Q1 24 | $102.8M | $3.0M |
总资产CNEYLEDS
| Q4 25 | — | $14.2M | ||
| Q3 25 | — | $15.6M | ||
| Q2 25 | — | $23.2M | ||
| Q1 25 | $104.2M | $23.2M | ||
| Q4 24 | — | $10.4M | ||
| Q3 24 | — | $11.1M | ||
| Q2 24 | — | $11.5M | ||
| Q1 24 | $118.4M | $12.0M |
负债/权益比CNEYLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | 0.61× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.69× | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.01× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $361.0K |
| 自由现金流经营现金流 - 资本支出 | — | $331.0K |
| 自由现金流率自由现金流/营收 | — | 12.9% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CNEYLEDS
| Q4 25 | — | $361.0K | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $693.0K | ||
| Q1 25 | — | $1.4M | ||
| Q4 24 | — | $-158.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $109.0K | ||
| Q1 24 | $-579.2K | $-600.0K |
自由现金流CNEYLEDS
| Q4 25 | — | $331.0K | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $383.0K | ||
| Q1 25 | — | $1.3M | ||
| Q4 24 | — | $-276.0K | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $98.0K | ||
| Q1 24 | $-579.3K | $-619.0K |
自由现金流率CNEYLEDS
| Q4 25 | — | 12.9% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | -21.9% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | -2.6% | -69.9% |
资本支出强度CNEYLEDS
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.4% | ||
| Q3 24 | — | 9.3% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | 0.0% | 2.1% |
现金转化率CNEYLEDS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.11× | ||
| Q1 25 | — | 3.62× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
