PHASE 1 / MULTI-FACTOR QUANT SCREEN
Infrastructure & Power Quant Shortlist
候选池涵盖电网电气化、重工机械、EPC承包、关键热管理、核电基荷与受监管公用事业 6 大支柱。评分模型：动量 40% + 价值 25% + 质量 20% + 规模 15%。
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QUANT MODEL LOGIC
多因子约束杜绝盲目追高
纯动量会筛选出短期涨幅透支、估值 50-70x 的高风险过热股。引入价值因子（PE 区间阶梯）与质量/规模惩罚，能有效将 GEV、CEG、CAT 等具备真实 EPS 增长与资产负债表防御力的核心龙头锁定在第一梯队。
SUBSECTOR DISTRIBUTION
Regulated Electric Utilities10
EPC & Grid Infrastructure10
Power Equipment & Grid8
Machinery & Equipment6
Critical Power & Thermal4
Independent Power & Nuclear4
TOP 20 SHORTLIST MATRIX
| # | Ticker | Status | Company | Price | MCap | 3M% | YTD% | PE | Mom | Val | Qual | Size | Total | Subsector |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BE | SHORTLIST | Bloom Energy Corporation Cla | $257.05 | $75.7B | -6.2% | +183.8% | 350.3x | 100.0 | 28.7 | 29.9 | 87.7 | 66.3 | Power Equipment & Grid |
| 2 | DE | SHORTLIST | Deere & Company | $681.46 | $183.7B | +17.9% | +46.2% | 37.9x | 86.8 | 30.0 | 28.4 | 100.0 | 62.9 | Machinery & Equipment |
| 3 | NEE | SHORTLIST | NextEra Energy, Inc. | $81.63 | $170.3B | -5.4% | +1.5% | 18.3x | 44.6 | 78.0 | 4.5 | 100.0 | 53.2 | Regulated Electric Utilities |
| 4 | DUK | SHORTLIST | Duke Energy Corporation | $119.02 | $92.8B | -4.8% | +1.6% | 17.9x | 45.5 | 78.0 | 1.4 | 92.6 | 51.9 | Regulated Electric Utilities |
| 5 | GEV | TOP 5 | GE Vernova Inc. | $874.76 | $233.0B | -11.8% | +32.3% | 25.0x | 49.7 | 65.0 | 1.3 | 100.0 | 51.4 | Power Equipment & Grid |
| 6 | ED | SHORTLIST | Consolidated Edison, Inc. | $105.78 | $39.0B | -1.8% | +6.2% | 17.4x | 50.3 | 78.0 | 0.6 | 71.7 | 50.5 | Regulated Electric Utilities |
| 7 | JCI | SHORTLIST | Johnson Controls Internation | $137.76 | $83.4B | -5.9% | +14.4% | 23.9x | 49.3 | 65.0 | 2.0 | 90.1 | 49.9 | Critical Power & Thermal |
| 8 | URI | SHORTLIST | United Rentals, Inc. | $993.80 | $61.9B | -7.9% | +22.6% | 23.9x | 51.7 | 65.0 | 0.1 | 82.9 | 49.4 | Machinery & Equipment |
| 9 | OSK | SHORTLIST | Oshkosh Corp | $143.40 | $8.9B | +4.5% | +13.6% | 16.4x | 58.2 | 78.0 | 0.2 | 36.0 | 48.2 | Machinery & Equipment |
| 10 | D | SHORTLIST | Dominion Energy Inc | $64.46 | $56.7B | -5.4% | +9.4% | 22.4x | 48.0 | 65.0 | 1.8 | 80.8 | 47.9 | Regulated Electric Utilities |
| 11 | IESC | SHORTLIST | IES Holdings, Inc. | $319.55 | $12.7B | -13.8% | +60.8% | 28.4x | 61.4 | 65.0 | 0.1 | 44.7 | 47.5 | EPC & Grid Infrastructure |
| 12 | CEG | TOP 5 | Constellation Energy Corpora | $264.57 | $93.7B | +0.4% | -26.1% | 25.8x | 37.8 | 65.0 | 1.5 | 92.9 | 45.6 | Independent Power & Nuclear |
| 13 | EME | SHORTLIST | EMCOR Group, Inc. | $749.70 | $33.1B | -11.9% | +21.6% | 23.3x | 47.2 | 65.0 | 0.2 | 67.7 | 45.3 | EPC & Grid Infrastructure |
| 14 | ETN | TOP 5 | Eaton Corp. Plc | $393.16 | $152.7B | -3.9% | +21.6% | 40.0x | 54.6 | 30.0 | 1.3 | 100.0 | 44.6 | Power Equipment & Grid |
| 15 | PWR | TOP 5 | Quanta Services, Inc. | $622.02 | $93.5B | -14.3% | +46.4% | 71.2x | 54.8 | 30.0 | 0.5 | 92.8 | 43.4 | EPC & Grid Infrastructure |
| 16 | FIX | SHORTLIST | Comfort Systems USA, Inc. | $1582.80 | $55.7B | -19.2% | +68.7% | 38.9x | 59.2 | 30.0 | 0.1 | 80.3 | 43.2 | EPC & Grid Infrastructure |
| 17 | VST | SHORTLIST | Vistra Corp. | $140.73 | $47.2B | -8.2% | -14.1% | 23.8x | 35.4 | 65.0 | 2.1 | 76.3 | 42.3 | Independent Power & Nuclear |
| 18 | CAT | TOP 5 | Caterpillar Inc. | $784.00 | $360.4B | -16.8% | +35.7% | 33.7x | 47.5 | 30.0 | 1.0 | 100.0 | 41.7 | Machinery & Equipment |
| 19 | HUBB | SHORTLIST | Hubbell Incorporated | $442.38 | $23.4B | -10.9% | -1.2% | 26.2x | 37.6 | 65.0 | 0.2 | 59.4 | 40.2 | Power Equipment & Grid |
| 20 | TT | SHORTLIST | Trane Technologies plc | $426.01 | $93.7B | -10.6% | +9.0% | 32.3x | 42.2 | 30.0 | 0.5 | 92.9 | 38.4 | Critical Power & Thermal |