ΪʲôȯԴô

ΪʲôȯԴô

ȯԴĴọ̇ȯʶ

Ӷ15.6%

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

ֻҪֽƣ׬ܸǾӶ

ѯӣʡǮ

QQ135-5384-956
΢źŻɨάӺѯ


ɨһɨ΢ѯ

µĸӶ

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


оϢƼռ磬ϢοͶзգҪ

֤ȯ,ͨҵо:"aiinvitro""aiinvivo"


    һع
    (2018/10/08-2018/10/12)300ָµ7.80%,ҵָµ10.4%;ָͨµ12.99%,ͨ豸ָµ13.61%,ͨӪָµ9.38%ҵй˾Ƿǰֱ:Ϣ(+8.23%),Ƽ(+4.85%),·Ƽ(+2.39%),ʢ(-0.45%),ŲѶ(-1.95%)
    ҵ۵㻪ΪٿAIΪȫӴ,˹ܴʵ(AIinvitro)ȫ˲ҵҵӦúз(AIinvivo)ȫҪҾ˹Ϊδս,ڹҾͼʱ,й˹ǿӦò,ͼԶ̰塣ICTҵڴѻҵ,2CʱתΪ2B,AIΪ컯սƸߵ㡣ICTͷмʽ̬,˹ܲҵչ˹ܽоƬҵչ,δȺ¹档ҵӦÿ,˹˼ʻص㳡Ӧü,ƻҵAIչǰᡣ
    Ժ:ӿƽ5G,Ӵٽȡᵽ,ӿƽ5G;һϢ,ӴٽȡԤ19Ӫʱ֧׻,2020-2021ӭͶʸ߷塣Ԥ,5Gʱ߽Ͷʻ8560Ԫ,豸ԡ5Gǰģ齫25G/100GΪ,ش100G/200G/400Gģ;Ԥ5GýģҵԼ409ԪӦòԳҵΪ,2030ܹģͻڡ
    GSMAԤ2025ȫгģ1.1Ԫĺѭ--Ϣķչ·,ҵչ,ҵӲ㽫档ն豸ͨģһһӦϵ,MachinaResearchԤ,2020ҹģгģﵽ296Ԫ;ҹNB-IoTLoRaΪ,ĿǰNB-IoTȼռʸ,LoRaӦó治,ƻЧӦ;Ӧòƽ̨̬ŦIDCԤ,2021,ҹƽ̨гģ420Ԫ,13%
    Ͷʽ
    ƻܻǰ,עIDCͷ⻷,SaaSҵ;5Gҵע豸ͨѶ,ͨͷѸƼм񴴡
    ʾ
    ҵƲԤ;5GͶʲԤ;óĦӾ硣

֤ȯʱ,ɽ(600644):2018꾻Ԥ8




    e˾Ѷɽ(600644)124乫棬Ԥ2018ľ7808Ԫңͬ 82.18%ҡҵԤҪȷϷǾ棬ӱ5256Ԫҡ

ΪʲôȯԴô

й֤ȯ,Զ(600478)عɹɶ674




  й֤ȯѶ ԪԶ7乫棬˾عɹɶԶ20171132017117գ˹˾ɷ6,739,700ɣռ˾ܹɱ0.48%ۼֽ59,999,226.22ԪԶżƻ2017716ֹ˾ɷݲ1Ԫ4Ԫۼֱ˾ѷйɷ4.9%

֤ȯʱ,װ(002270):ֹﻮشʲ




    װ(002270)910棬˾ԭչоݴ洢Ƽ޹˾عȨĿǰδܾͽ׶ԼۡҵŵȺһ£˾ֹشʲ飬׸еΥԼλʧ⳥Ρ

֤ͨȯΪʲôȯԴô

֤,ºб(600208)3-10Ԫعɷ




֤Ѷ Ԫºб棬˾عɷݣع3Ԫ10Ԫع۸񲻳4Ԫ/ɡعĹɷԺ۸ڹ˾ְĽ

֤ͨȯΪʲôȯԴô

֤ȯ,֯װҵ걨ܽ:˱˫λ ͬȵխ


    ҵ:˱˫λ,˵խ:
    Ӫձ˫λ,:һҵ,֯װ2018ϰʵӪҵ1456.58Ԫ,ͬ13.32%;ʵֹй˾123.19Ԫ,ͬȼ0.49%2018Q2ʵӪҵ746.06Ԫ,ͬ12.00%;ʵֹй˾65.87Ԫ,ͬ4.95%ȷ֯װȲ,ٽһȼ
    ë뾻ʽȥȫ:2018ϰ,֯װëʡʷֱȥȫ0.24pct1.33pct29.75%,8.67%;ּ,2018Q2֯ëʾ,װҷݽ
    ڼûȶ,:ϰ,ҹ֯װ۷ʡʡʷֱȥȫ0.06pct0.03pct0.61pct12.55%6.36%1.21%۷ʡʱƽ,ʲСơ
    Ӧ˿תСŻ:2018ϰ֯װ֯졢װҷĴתʷֱΪ2.22Ρ2.58Ρ1.99;Ӧ˿תʷֱΪ6.85Ρ5.45Ρ8.14ΡתӦ˿תС
    װҷİ:
    װҷİӪ:2018ϰ,зװŮװҷгֽϿзαֽΪȽ36.37%Ӫ;ŮװΪ30.45%,ٽȥ»ּȿ,,ʹװҷĶҵӪپ̬ơ ڼñȥȫȶ:,װҷӰϰ۷áȥȫ걣ִˮƽ,װŮװҷġװڼʷֱ΢0.95pct0.60pct0.95pct0.99pct26.46%49.52%30.85%16.49%
    ëʼʽȥȫ:2018ϰ,װҷëʽȥȫ걣,зë1.19pct28.39%ϰװŮװҷëʷֱΪ45.43%61.72%44.36%ʷ,װҷҵʾȥȫ,װ7.63pct20.28%,Ьñ5.05pct10.24%
    ֯:
    ֯ϰӪٷֻ:֯ӪҵȲϰëġ޷ġ˿ӡȾϡ֯ӪͬٷֱΪ12.33%6.78%19.55%8.71%14.26%54.27%,֯ӪϿ졣 ۷ʡʶ:2018ϰ,֯ҵ,۷ʼ»ơϰëġ޷ġ˿ӡȾϡ֯ڼʷֱΪ11.19%9.14%10.04%6.84%20.22%13.36%
    ëʻȶ,:2018ϰ,֯ëʻȶ,ʷС,ϰëġϡ֯ʷֱȥȫ2.62pct1.32pct4.51pct4.77%7.73%0.62% ҵնٷŻ,֯װڷֻ:,Ʒܶۼͬٳ,Ŀǰ20187ѷŻ9.3%,½Ӱ˷֯װնۡϰ,45·֯װ۽ϲ,6¡7޶ն,δװѻӰ졣Ԫ,7·֯ƷװۼƳ1543.67Ԫ,ͬ3.23%,з֯Ʒ684.61Ԫ,ͬ10.1%,װ859.06Ԫ,ͬ»0.80%,»խ֯Ʒȥ̬,Ŀǰٱ˫λ,װ»,֯װڳֻ
    ֵ:,֯װԽ,ۼµ26.89%,һҵ21,仦300ָ9.62ٷֵ㡣,SW֯µ25.92%,SWװҷµ26.52%ӰĹֵˮƽ,ĿǰSW֯װ巨(TTM,޳ֵ)ҵPEΪ19.45,SW֯PEΪ17.32,SWװҷĵPEΪ20.53,300PEΪ11.05SW֯װPEڽ1ֵ Ͷʽ:ǽע¼Ͷ:(1)ҵбϵзװҵ,֮ҡɭ;(2)ͬ,ƷƹδʵֽϿŮװҵ,ʱС˼;(3)ڵۿķװӦƽ̨ҵ,ϼ;羳ҵ,ע羳ͷҵ羳ͨ
    ʾ:1.ҵն˳,װ۲Ԥ;2.й˾ҵ»;3.ҵ沢չıʲҵԤڵķ,ҵľӪա

۹ͨӶǶ۹ͨӶǶ۹ͨӶǶ300Ͷ300Ͷ300Ͷȯȯȯȯȯȯ800Ͷ800Ͷ800Ͷ˻ƽ˻ƽ˻ƽּӶּӶּӶڻӶڻӶڻӶ1000Ͷ1000Ͷ1000Ͷƴ֪ʶƴ֪ʶƴ֪ʶ900Ͷ900Ͷ900ͶȯȯƵҵȯȯƵҵȯȯƵҵӶ׼2020Ӷ׼2020Ӷ׼2020ȯϢʱۿȯϢʱۿȯϢʱۿ50Ͷ50Ͷ50ͶȯܵȯܵȯܵôôôӶӶӶ700ȯ5.6700ȯ5.6700ȯ5.6βͷβͷβͷȯȯҵȯȯҵȯȯҵԼȯԼȯԼȯʶʶʶ100Ѷ100Ѷ100Ѷ70Ͷ70Ͷ70ͶǧӶͶǧӶͶǧӶͶ600Ͷ600Ͷ600ͶԪԪԪʽʽʽάֵʽάֵʽάֵʽȯȯȯһʲô˼һʲô˼һʲô˼һԪƱѶһԪƱѶһԪƱѶǻ۹ǻ۹ǻ۹5.995.995.99ҪǮҪǮҪǮ777ʧʧʧ5000ȯ5.45000ȯ5.45000ȯ5.41000ȯ5.41000ȯ5.41000ȯ5.460Ͷ60Ͷ60ͶӶӶӶȯʲô˼ȯʲô˼ȯʲô˼ϿϿϿ˻˻˻ͶͶͶ200Ͷ200Ͷ200ͶƱƱƱ

й֤ȯ,ʯͷ(600871)ϰ꾻ͬ27%




֤й֤ȯѶ Ԫʯͷ걨ϰ,˾ϲӪҵΪ30,256,030ǧԪͬڵ23,650,777ǧԪ27.9%ڱ˾ɶľΪ509,428ǧԪͬڵ400,949ǧԪ27.1%ÿӯ0.027Ԫ˾ӪҵʵȲҪڣ͹˾ο̽ʱ֧ͷҵӪ״ƣ˾ҪרҵӪҵͬϰ깫˾ӪҵëΪ9.2%ȥͬ3.3ٷֵ㡣

й֤ȯ,йع(601989)عɹɶɸƼ




й֤ȯѶ Ԫйع18乫棬˾عɹɶйعŹ˾ȫҵΪι˾жʣƺΪ"йع޹˾"ɹԺʲලίԱԺгְ

Ʊڸ߷աͶƷ֣ ͶӦнϸߵķʶʽʵճ
֤ȯ˾֤ȯгĻ Լ֤ȯͶʵĻ֪ʶҵ
Ͷз
Ϣ ƱӶļ Ӷ͵֤ȯ˾ ȯ ƱӶ