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Ϊʲôûȯ

СȯȯԴ٣Ҵọ̇ȯԴ࣬ʻ

Ӷ15.6%

ʱۣܾ
Ŀ ˵
ƱӶ ֮1 Ӷ
5.6% ʡǮ׬Ż
Ȩ 1.8һ 1.6ijɱ

ֻҪֽƣ׬ܸǾӶ

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QQ135-5384-956
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µĸӶ

     2011100ʽ𣬼Ͽȯϼ150200ʲףÿؽ׶ƽ200 Ӷǧ1ÿ칱Ӷ2000Ԫһ250գ һӶ50,250Ӷﻹû8.35%ĸʣӶһ򱾽˵̫
     ּ鲻ãԭȯ̵ӶãͬʱȯҲûз񣬸ûʾʸ߷ͷϸ룬ȯ˸ߵӶֵǮ
     ԲѰҵҸӶ𳬵͵ȯңʡǮϾ׬ǮףʡԼġ


оϢƼռ磬ϢοͶзգҪ

֤,ݹɷ(002235)ǣ־Ŵη "֪ʶȨĿ"




֤Ѷ ȣǰݹɷݣ002235ŴηϢ޹˾¼ơŴηǩսԺЭ飬˫øԵԴƣƶ֪ʶȨĿķչ
ݹɷݽܣ˫֪͡ʶȨĿҵչ滮·׶εȽгֽ ͬʹ˾ƶ֪ʶȨġ֪ʶȨƽ̨֪ʶȨݽġȫءŴηδʡӦüӪ˾ԴȨ˫ʹ˾֪ͬʶȨĿȫҵԴԶԽӰݹɷҵ񣬾Ŵηݹ˾֪ʶȨҵȫʹ˾չͬʱ˫֪ͬʶȨݿѧԺͬﱸ֪ʶȨݲҵ
˽⣬ŴηйʲӪĹ˾֮һƶˡݲҵʮ塱չ滮ȫ60ͬӦüʲӪ˾
ݹɷǹ֪ԻȨӦҵΪҪͷۺҵţйȨDCIϵսԺ顣ݹɷרҵİȨȷȨ⡢άȨȨ׵ȷΪҵΧƷȨǼǡͼİȨסӰӺͼƬȨ⼰άȨְȨַýӪƷӰӰͶʵ°Ȩƽ̨ͨΪײ㼼֧ţܹȨȨȷϵ⡣
гʿƣ˴κ֪ʶȨݲҵչҪ塣ͬʱݹɷݻþŴηȨʵַɢȨϢΪȹ̰Ȩҵλ˹ؼһ
ݹɷݱʾκϹ˾սԷչƽ˾ȨսԵҪٴ롣ڴ˻ϣκԹ˾֪ʶȨƶ֪ʶȨݡҵĿٷչнϴĴٽã˫ٽ֪ʶȨݡҵķ٣ֵʵֹӮ

н˾,Ѷ(000687)2016걨:λڽսϵͳӦ ľϹ


    2016ҵԤ
    Ѷ۹2016 ҵӪҵ16.03Ԫͬ82.6%ĸ˾1.61 ԪͬʵŤΪӯӦÿӯ0.21 ԪԤڡ
    2016ҵŵɹʵ֡12016 ͨżYoY+219%9.95 ԪëYoY+19.62ppt 39.35%IT豸YoY+80%5.80 Ԫëȶ4.50%22016ϾѶɶطֱʵֿ۷ǹĸ2.2 Ԫ431Ԫֱ𳬶ҵŵ19%61%
    չ
    λڽսϵͳӦ̣ҵơ2016 ꣬˾ѶװѶϵͳѶۡҵϾѶҵǻҵҵɶоԺ人ѶزǼӡгҵŻĿǰ˾Χ˻ƽ̨IJƷϵγͳߡȫͨ͸ͷʾ豸Ϣַŷơ볬ܹ缯ɡ缰ϵͳƷװܵȺļУϾѶзȫAR ͷʾ豸н
    ߶з̼ƣڿ¼ҵǰ2016ϾѶӪҵǿĸ߿ƼŶӣзԱ2015 121 378 ˣ˾һ룻з֧484%0.68 ԪϾѶɶءѶϵͳξӵзḻ¼²ƷóڵIJҵǰ
    ӯԤ
    άӯԤⲻ䣬2017~18 ԤʵֹĸΪ3.1 Ԫ5.2 ԪYoY+92.4%+67.8%
    ֵ뽨
    Ŀǰ˾ɼ۶Ӧ46.7x 2017 P/EǿͨšߵƲƷĿ¼ҵijǰάƼĿϵ15%23.00ԪĿǰɼ20.23%пռ䡣Ӧ2017 56x P/E
    
    ²ƷзչIJȷԡ

Ϊʲôûȯ

֤,ļ(000333)³ɹ зۼͶ300Ԫ



֤Ѷ 313ļţ000333йҵ缰ѵӲᣨAWEĻǰϦķϣƼ"ɼ"ļоԺԺïܣļųϵڸзˮƽȥ꣬ļзۼͶ300Ԫ2018Ǵﵽ100ԪΪй׼зͶ볬ڵļҵҵ
ܣļŶԿеijͶ߸ԼԴԺֵĶӦڿյʵֿɿطУDZͧзĽ뼼󷹻˰⿣ο̫ܹȷ磬¼ҵȼ߸ˮĴԭСȵȡ
ʾļŶ˹ܼӦҵǰˣģԸ֪ʽѧϰ֪ʶߡ˼ûѧϰѡ񣬽˵ĴŽ͡ļ¶λΪAIƼҵ߶ƷƵCOLMO˹ܿƼӦڼҵCOLMOƾȵѧϰ㷨ͼʶרϵͳӦʵAIƼ"ü"ļҵ硣ֵһǣAWEȫ׷COLMO BLANCϵмҵ磬"ѧ"ȫϵл¹IFƴ󽱡ϣļŻ׸ҵƷ"BUGU"

й֤ȯ,Ԫɹɷ(603388)б¶ϺػʩPPPĿ




й֤ȯѶ ԪԪɹɷ9乫棬˾бִũҵҵʾ԰¶ϺػʩPPPĿĿBOTģʽͶʹΪ20856.06Ԫ

֤ȯΪʲôûȯ

֤,ɣ(000032):ϰбGSM-RնĿ гݶ50%



֤Ѷ ɣA19ڻƽ̨ϻشͶʱʾ˾ϰбڸ·ֶGSM-RնĿб㣬˾гݶ50%ϡ

֤ȯΪʲôûȯ

֤ȯձ,ҵ 9ֻ걨ԤƷ6Ԫ


    ھKкָ֤Իص0.99%γԱȵǣոǿ2.53%28һҵһְֲ̫ͣģ8.57%¸ֹɷݣ6.37%ֹɷݣ4.39%ϸֹɷݣ4.36%ͱֹɷݣ3.09%ȸǷҲ3%ϡ
    ֤ȯձȯб֣ڸʵǿֵҪԭ2017ҵԤڡж֤ȯʾҵ2017ļҵȴ2017ҵԤ泬Ԥڣ3·ݿ鲽̩֤߳ȯҲʾҵӯijĹֵˮƽðС
    2017걨Ԥգ33Ҹй˾У23ҹ˾¶걨ҵԤ棬һҹ˾걨ԤΪȷ๫˾걨ҵʵԤϲԤ걨ͬ16ҹ˾Ԥ걨ͬȷаһ3036.00%ظɽ2364.82%ֹɷݣ2252.00%1320.00%ֹɷݣ1311.00%ȹ˾Ԥ걨ͬ10ϣϸֹɷݣ800.00%ֹɷݣ792.00%Ƹֺˣ373.00%⣨353.00%ֲ̫⣨327.70%ظ֣300.00%ɳֹɷݣ260.00%Ͱֹɷݣ251.00%ȹ˾걨ԤҲΪۣԤ걨ͬҲ200%ϡ
    걨¶ʱ䴰£ʽѿʼ걨Ԥĸɡʽ16ֻ걨ҵĸУ9ֻܵʽҵմʽ1000Ԫϣۼƾʽﵽ5.82Ԫֲ̫⡢ϸֹɷմʽ1ԪϣֱΪ1.67Ԫ1.04Ԫʽ1000ԪϵĸɷֱΪֹɷݡظɽֹɷݡֹɷݡֹɷݺͰֹɷݡ
    ֵעǣھ2017Ǻ󣬸ֵȻԡգӯΪ16.89Сװһҵܵʽ׷9ֻŸɹֵҲձϵͣظɽ10.19ϸֹɷݣ11.16ֹɷݣ11.5313.25ֹɷݣ13.46ֲ̫⣨13.60ֹɷݣ14.28ͱֹɷݣ15.208ֻ¶̬ӯʾҵӯʣڼš͹ֵ˫£δɼDZ
    8ֻУֹɷݺбã30ڻ롱֡ȿﵽ11ҡУƽ֤ȯʾ˾ΪҵۺʵǿͷڲƷӯͷչDZλҵǰУűϲƽЭͬЧӦԼտȫ˾ӯȶϵ˾20172019ÿԤֱ0.88Ԫ1.05Ԫ1.2Ԫά֡֡

ͬ˳ͬ˳ͬ˳20202020202080Ͷ80Ͷ80ͶȯϢʱۿȯϢʱۿȯϢʱۿ200ȯ5.6200ȯ5.6200ȯ5.66000ȯ5.46000ȯ5.46000ȯ5.4ȯȯżȯȯżȯȯżȯȯҵȯȯҵȯȯҵƱͶǮƱͶǮƱͶǮʶʶʶ1ԪѶ1ԪѶ1ԪѶƴ֪ʶƴ֪ʶƴ֪ʶӶӶӶ100ȯ5.6100ȯ5.6100ȯ5.6ƱӶƱӶƱӶϢôϢôϢô2000ȯ5.42000ȯ5.42000ȯ5.4600Ͷ600Ͷ600ͶӶӶӶETFӶETFӶETFӶΪʲôȯûȯΪʲôȯûȯΪʲôȯûȯֻӶֻӶֻӶȯżȯżȯżԼȯȯԼȯȯԼȯȯȯҵ񵽵ʲôȯҵ񵽵ʲôȯҵ񵽵ʲô֤ȯϷշѱ׼֤ȯϷշѱ׼֤ȯϷշѱ׼ȯȯȯ4000ȯ5.44000ȯ5.44000ȯ5.4ǻ۹ǻ۹ǻ۹ϿӶǶϿӶǶϿӶǶѸѸѸܵܵܵȯƷתȯƷתȯƷתʧʧʧӶӶӶ۹ͨ۹ͨ۹ͨ100Ѷ100Ѷ100Ѷ700ȯ5.6700ȯ5.6700ȯ5.6˻˻˻ƴƴƴԼȯԼȯԼȯƴ忪ƴ忪ƴ忪100100ƽ100100ƽ100100ƽȯȯȯȯȯȯ޷½ͬ˳޷½ͬ˳޷½ͬ˳ʲô˼ʲô˼ʲô˼

֤ȯ,ǿƼ(300256)2016걨:ҵ һվʽ


    ˾2016 걨ڣ˾ʵӪҵ499,393.69 Ԫͬ28.54%ܶΪ17,466.35 Ԫͬ134.12%й˾ɶľΪ14,605.19 Ԫͬ124.42%
    ˾Ҫ¸Ӵʾģ鼰ܽṹз죬ҪӦֻƽԵѵӲƷ˾ƣڳΪն˲һվʽṩֱ̡ͨϽһӵоƵIJҵԴãЧɹɱЧʣ̲ƷڣͿͻ֮ճȣΪͻṩѵҵ˫+п򡱽糱𣬹˾ΪܽṹͷͬʱֽṹԼ3D Ϊھ޴гռԼµҵ㣬˾δɳڡ
    ǶԹ˾2017-2019 EPS Ԥ0.33 Ԫ0.62 Ԫ1.02 ԪӦPE ֱΪ36X19X12X״θǸ衰Ƽ
    ӪҵӲ˾2016 ʵֹй˾ɶľ󷭷Դڣһ棬˾Ӫҵ񾭹չܽṹ󣬼ֳµĹռƣͬʱڲĸȡóЧһ棬˾ȫӹ˾ľӪҵ2015 7 ·ݿʼϲΧͬȣ2016 1-6 ·ݵľӪҵҵչ˳
    ԴҵΪʿͻݻ˾ҪҵǴʾƷȫʽʽʾƷռ˾2016 Ӫձص46.79%ȫӪҵΪ17.63 Ԫͬ44.53%ȫܻٶȻŻгڿ£ڹֻԪҵҵķչ˾ĺĿͻȺǻΪ롢OPPO ȹһƷƣΪΨһһվʽܵĹ˾档
    ܽṹ٣ṹʵӯѵӲƷгĿٷչٽ˾ܽṹĴģţʹܽṹҵ˽Ͽٶȡھܽṹ򣬹˾ʼעؾģߵзһŻ豸͹ռʵּIJϴ¡ӹ˾Ϊܽṹҵͷ߱ľ˾ڽṹҵͶ4 ڲѾʵӯΪ˾ƾܽ+CNC ϵIJҵƣͨƶҵƷֵIJƷṹģսϣҵȵλ
    2.5D +3D ѵ۴£һ棬˫+п򡱵˳в赲֮ƣһ棬½3D زƷз̬ƣδѵ۵Ĵ·ֻӴҵӭϵĹյ㣬δֻһµҪᡣ˾ֻӴҵ񣬻ļƣ2.5D ҵʺϸչ˳ʵȫг3D 沣ǰǰ֡˾ĿǰΪΪҪӦ̲ȡOPPO vivo Ӧռһϯ֮أŬгݶΪֻӴǧг˾ӭӴ
    ʾͳҵҵ»ҵչԤڡ

֤ȯ,ҵͶܱ:Ԥ ײҵӭ


    ǷϴIJƷ:WTIԭ(WTI,7.35%),BRENTԭ(BRENT,7.2%),PTA(,4.8%),Ȼ(Ϻ,4.35%),(,4.29%),ȼ(,3.97%),R22(,3.13%),ڶ(,3.05%),ë(,2.87%),谷(廪,2.6%)
    µϴIJƷ:ȩ(ʽ,-9.46%),ϳɰ(ɽ,-7.02%),()(Ϻʯ,-5.41%),״(߶,-4.95%),۱ϩ(T30S,-3.24%),(ɽʯ,-1.9%),(ʯ93@,-1.73%),ϩ(CFR,-1.67%),(ϻ,-1.54%),(,-1.44%)¹۵:ũƷ۸,Ԥ,ƼϷͷ,׷ͷ컯Ϳһ廯ҵ˷š
    ж:1׷Ԥڡʮ,غũƷ۸ƻͬ,ɼʵھũƷڡ2000,ũƷֹνϴ,ֱ2003-2004,2007-2008,2012-2013,ÿĵһ֡ͭΪͭʿ,Ǿúû,ն˹ҵƷʵ,ӳͭۻũƷ۸,ͭʱ2Ҵ:նת---ҵƷ(ͭ---ͭ)---PPI---CPI(ʳƷ۸)------ʼ۸ǡĿǰͭۿʼײת,жȫũƷԤڡ2׿ʯ2018깩ӦŽΪ̬Ż͹ĸƽԼ׿ʯԺΪΪսԿ,Ҷ׿ʯɹƽdzڵġݰٴѶ,׿ʯ۸ڳʱź,2017ʮµסʮһкʮµ,۸ϵ,ֹ12µ,30%庬˰۸310Ԫ/ǵ380Ԫ/֡۸ϵҪԭĴ򻷱ͣ϶,ϺʮŴڼȫͣɳһ֮,δȫָ˽2018꽫500ֵ׿ʯ,׿ʯǰɿ,׿ʯ׿ʯ250ֵĴʲ򻷱,гȻָ,50%IJָ,2018Ĵ׿ʯ600ֵһ½2018仯,ϵػӰ,ҵͣ,2018й׿ʯٻ850ֵһڻԤںԭ׿ʯԤڹӦı,ҵӭڡ
    2018һͶʲԹ۵:ڻëʼ߸ߴڽϴIJȷ,ΪȱԻ,ںͻ߿Ƽҵ׷:չ2018Aɻ,ëʼ߸ߵĿԲ,ά,ôҪԴ۸Ľһʵ;Դ۸Ϸ,򲿷ҵ²ͶҵϻΪһҵҪ,ëʵӰ鿪ʼԸջ߾߱ɳԵĸ߼ҵݵĹ˾ΪδͶʵҪ
    Ͷʽ:ȱϵͳԻ,ҵַֻصƼİ:Źҵķչ̥ƷĽ,̥ҵ߱Ϊһ̥ҵDZ,صעֽ(601058)̥(601966)ൺ˫(000599)̿ҵèɷ(002068);ͬʱעӪǰ,ն˿ʼȻϴĵҵ,صעҵԺͳɳԵҵɷ(600346)ʢʯ(002493)ʯ(000703)ͩɷ(601233);úƽ,ͷɱ,úͷ,עδвͷŵúʱĻ³(600426);ҵ߱ײ,ҵ߱ߵԺ͸߱Եײҵһ廯ҵ˷(600141);ͬʱǻע߱һ,ͻƹ⼼¢ϵĴӡIJҵͷɷ(300054)
    ǻעıİ:
    ڻԼ,ũҩҵƫ,۸ʼǡ֮,ӽ,۸нһǶƼעɷݺɳ¡A

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