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【华泰证券研究所】每日晨会启明星20180110

来源: 南方日报网络版     时间: 2018年11月22日 19:08:46
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(原)(标)(题)(:【华)(泰)(证)(券)(研)(究)(所)(】每)(日)(晨)(会)(启)(明)(星)(20180110
今)(日)(焦)(点)(
买)(方)(反)(馈)(
国)(内)((北)(京)():沪)(指)(8连)(阳)(,有)(调)(整)(的)(需)(求)(,周)(期)(看)(好)(煤)(炭)(、钢)(铁)(、水)(泥)(,主)(题)(关)(注)(高)(端)(制)(造)(、环)(保)(、扶)(贫)(。
沪)(指)(8连)(阳)(,有)(调)(整)(的)(需)(求)(,全)(年)(按)(6%的)(涨)(幅)(已)(经)(实)(现)(了)(一)(半)(。不)(追)(高)(,布)(局)(底)(部)(没)(涨)(的)(股)(票)(,等)(待)(风)(起)(。航)(空)(后)(面)(的)(利)(好)(没)(有)(太)(多)(,部)(分)(客)(户)(做)(了)(减)(仓)(。周)(期)(并)(未)(全)(面)(做)(多)(,但)(分)(别)(看)(好)(煤)(炭)(、钢)(铁)(、水)(泥)(的)(投)(资)(者)(比)(比)(皆)(是)(,私)(募)(客)(户)(对)(其)(关)(注)(度)(也)(有)(提)(升)(。主)(题)(关)(注)(高)(端)(制)(造)(、环)(保)(、扶)(贫)(。
海)(外)((QFII):投)(资)(者)(风)(险)(偏)(好)(上)(升)(,目)(前)(关)(注)(点)(主)(要)(在)(地)(产)(股)(和)(消)(费)(板)(块)(。
昨)(日)(沪)(深)(两)(市)(股)(指)(集)(体)(小)(幅)(低)(开)(,沪)(指)(全)(天)(在)(平)(盘)(线)(附)(近)(维)(持)(震)(荡)(走)(势)(,最)(终)(以)(小)(幅)(上)(涨)(收)(盘)(,食)(品)(饮)(料)(、医)(药)(、家)(电)(等)(消)(费)(类)(板)(块)(领)(涨)(。年)(后)(,有)(央)(行)(的)(春)(节)(临)(时)(准)(备)(金)(安)(排)(稳)(定)(了)(市)(场)(的)(流)(动)(性)(预)(期)(,投)(资)(者)(风)(险)(偏)(好)(上)(升)(。美)(元)(的)(弱)(势)(也)(有)(助)(于)(新)(兴)(市)(场)(的)(新)(引)(力)(和)(境)(外)(资)(金)(的)(青)(睐)(。海)(外)(客)(户)(目)(前)(关)(注)(点)(主)(要)(在)(地)(产)(股)(和)(消)(费)(板)(块)(。一)(是)(关)(注)(地)(产)(政)(策)(的)(放)(松)(是)(否)(会)(带)(来)(地)(产)(基)(本)(面)(的)(实)(际)(改)(善)(,是)(否)(会)(带)(动)(建)(筑)(建)(材)(等)(地)(产)(后)(周)(期)(板)(块)(的)(上)(涨)(。二)(是)(关)(注)(今)(年)(的)(通)(胀)(情)(况)(,看)(好)(在)(通)(胀)(预)(期)(下)(消)(费)(板)(块)(的)(投)(资)(机)(会)(。
晨)(会)(分)(享)(
【电)(子)(彭)(茜)(/胡)(剑)(】电)(子)(元)(器)(件)(:国)(造)(空)(间)(犹)(存)(,创)(新)(催)(化)(频)(出)(
16年)(全)(球)(PCB产)(值)(下)(滑)(2.02%,达)(到)(542亿)(美)(金)(,其)(中)(通)(信)(、3C、车)(用)(的)(产)(值)(占)(比)(分)(别)(为)(27.3%、13.55%、9.09%。受)(益)(iPhoneX所)(开)(启)(的)(智)(能)(机)(创)(新)(周)(期)(、特)(斯)(拉)(所)(推)(动)(的)(汽)(车)(电)(子)(的)(快)(速)(增)(长)(、成)(本)(上)(涨)(和)(环)(保)(限)(产)(所)(带)(来)(的)(供)(给)(侧)(落)(后)(产)(能)(出)(清)(,在)(17年)(2月)(至)(10月)(期)(间)(,北)(美)(PCBBB值)(连)(续)(9个)(月)(大)(于)(1,在)(17年)(1月)(至)(9月)(期)(间)(,日)(本)(PCB均)(价)(上)(涨)(10.58%。由)(此)(可)(见)(,行)(业)(景)(气)(持)(续)(上)(行)(,Prismark预)(计)(17年)(全)(球)(PCB产)(值)(有)(望)(同)(比)(增)(长)(超)(过)(2%。在)(此)(宏)(观)(环)(境)(中)(,我)(们)(预)(计)(产)(业)(中)(心)(转)(移)(和)(下)(游)(应)(用)(创)(新)(将)(促)(使)(本)(土)(PCB产)(业)(规)(模)(再)(上)(层)(楼)(,大)(厂)(集)(中)(度)(进)(一)(步)(提)(升)(。考)(虑)(到)(产)(业)(中)(心)(持)(续)(向)(大)(陆)(转)(移)(以)(及)(当)(前)(环)(保)(限)(产)(、原)(材)(料)(涨)(价)(引)(发)(产)(业)(集)(中)(度)(提)(升)(的)(逻)(辑)(,重)(点)(推)(荐)(产)(能)(面)(积)(领)(先)(,产)(品)(结)(构)(多)(元)(、成)(本)(控)(制)(能)(力)(突)(出)(的)(景)(旺)(电)(子)(,建)(议)(关)(注)(扩)(产)(规)(模)(领)(先)(的)(胜)(宏)(科)(技)(。考)(虑)(到)(5G、汽)(车)(电)(子)(、消)(费)(电)(子)(等)(PCB行)(业)(创)(新)(热)(点)(,建)(议)(关)(注)(生)(益)(科)(技)((5GCCL)、依)(顿)(电)(子)((汽)(车)(PCB)、沪)(电)(股)(份)((汽)(车)(PCB)、东)(山)(精)(密)((FPC)、超)(声)(电)(子)((高)(端)(HDI)、深)(南)(电)(路)((IC载)(板)()。
【电)(子)(彭)(茜)(/胡)(剑)(】立)(讯)(精)(密)((002475,买)(入)():连)(接)(器)(龙)(头)(精)(进)(不)(休)(,产)(品)(多)(点)(开)(花)(
立)(讯)(的)(连)(接)(器)(主)(业)(在)(国)(内)(排)(名)(第)(一)(,全)(球)(排)(名)(前)(十)(,已)(形)(成)(了)(3C互)(联)(、电)(脑)(互)(联)(、通)(讯)(互)(联)(、汽)(车)(互)(联)(等)(多)(元)(化)(产)(品)(结)(构)(。面)(对)(3C连)(接)(器)(过)(渡)(时)(代)(,苹)(果)(取)(消)(3.5mm接)(口)(、TypeC渗)(透)(率)(提)(升)(等)(变)(化)(将)(使)(转)(接)(器)(形)(成)(可)(观)(增)(量)(。长)(期)(来)(看)(,考)(虑)(未)(来)(3C连)(接)(器)(形)(成)(统)(一)(形)(式)(的)(有)(线)(、无)(线)(标)(准)(,我)(们)(认)(为)(公)(司)(作)(为)(标)(准)(的)(制)(定)(者)(和)(变)(化)(的)(推)(动)(者)(将)(占)(据)(更)(大)(份)(额)(,实)(现)(强)(者)(愈)(强)(。同)(时)(,公)(司)(通)(过)(内)(生)(、外)(延)(正)(进)(行)(声)(学)(、FPC天)(线)(、线)(性)(马)(达)(等)(多)(品)(类)(布)(局)(,并)(有)(望)(凭)(借)(领)(先)(的)(制)(造)(能)(力)(和)(优)(质)(的)(客)(户)(结)(构)(,完)(成)(新)(产)(品)(向)(核)(心)(客)(户)(的)(导)(入)(,拓)(宽)(成)(长)(轨)(道)(。综)(上)(,我)(们)(预)(计)(公)(司)(2017-19年)(归)(母)(净)(利)(润)(为)(18.37亿)(元)(、27.94亿)(元)(、39.77亿)(元)(,给)(予)(18年)(30X-35XPE估)(值)(,目)(标)(价)(26.4-30.8元)(,首)(次)(覆)(盖)(给)(予)(买)(入)(评)(级)(。
【电)(子)(李)(和)(瑞)(】沪)(电)(股)(份)((002463,买)(入)():主)(业)(改)(善)(,汽)(车)(电)(子)(和)(5G迎)(新)(生)(
主)(业)(业)(绩)(拐)(点)(显)(现)(,产)(能)(利)(用)(率)(爬)(升)(,汽)(车)(电)(子)(和)(5G有)(望)(迎)(新)(生)(。我)(们)(看)(好)(公)(司)(主)(业)(方)(面)(迎)(来)(业)(绩)(拐)(点)(,同)(时)(看)(好)(汽)(车)(电)(子)(和)(5G给)(公)(司)(带)(来)(的)(历)(史)(性)(机)(遇)(。预)(测)(2017-2019年)(EPS分)(别)(为)(0.13、0.21和)(0.36元)(,参)(考)(同)(行)(业)(代)(表)(公)(司)(18年)(的)(平)(均)(估)(值)(水)(平)(,同)(时)(5G和)(汽)(车)(电)(子)(可)(以)(给)(公)(司)(一)(定)(的)(估)(值)(溢)(价)(,我)(们)(认)(为)(合)(理)(的)(估)(值)(范)(围)(为)(2018年)(30-33倍)(PE,对)(应)(目)(标)(价)(6.3-6.93元)(,首)(次)(覆)(盖)(,给)(予)(“买)(入)(”评)(级)(。1)以)(汽)(车)(电)(子)(和)(5G为)(代)(表)(的)(变)(化)(促)(使)(PCB行)(业)(迎)(来)(新)(的)(变)(革)(。2)搬)(厂)(完)(成)(,主)(业)(迎)(来)(拐)(点)(。3)汽)(车)(电)(子)(和)(5G有)(望)(获)(新)(生)(。4)中)(央)(汇)(金)(持)(股)(比)(较)(达)(到)(前)(三)(,员)(工)(持)(股)(,彰)(显)(未)(来)(发)(展)(信)(心)(。
即)(时)(报)(告)(
【有)(色)(李)(斌)(/邱)(乐)(园)(】博)(威)(合)(金)((601137,买)(入)():电)(子)(材)(料)(新)(贵)(,高)(端)(产)(能)(增)(厚)(业)(绩)(
【食)(品)(饮)(料)(贺)(琪)(/王)(楠)(】食)(品)(饮)(料)(:通)(胀)(预)(期)(强)(化)(,关)(注)(必)(需)(消)(费)(顺)(价)(
【电)(子)(彭)(茜)(/胡)(剑)(】电)(子)(元)(器)(件)(:国)(造)(空)(间)(犹)(存)(,创)(新)(催)(化)(频)(出)(
【机)(械)(章)(诚)(/肖)(群)(稀)(】长)(川)(科)(技)((300604,买)(入)():进)(口)(替)(代)(需)(求)(佳)(,股)(价)(存)(修)(复)(机)(会)(
【金)(融)(沈)(娟)(/刘)(雪)(菲)(/刘)(侨)(捷)(】非)(银)(行)(金)(融)(:资)(管)(“营)(改)(增)(”,规)(范)(行)(业)(健)(康)(发)(展)(
【通)(信)(周)(明)(/陈)(歆)(伟)(】通)(信)(:5G量)(化)(系)(列)(之)(二)(:承)(载)(网)(的)(大)(变)(革)(
【宏)(观)(李)(超)(/宫)(飞)(】宏)(观)(:官)(定)(基)(准)(利)(率)(会)(提)(高)(吗)(?
【轻)(工)(陈)(羽)(锋)(/张)(前)(/倪)(娇)(娇)(】轻)(工)(制)(造)(:家)(居)(看)(龙)(头)(,造)(纸)(可)(博)(弈)(估)(值)(修)(复)(
【化)(工)(刘)(曦)(/庄)(汀)(洲)(】石)(油)(化)(工)(/基)(础)(化)(工)(:原)(油)(逼)(近)(70美)(元)(,钾)(肥)(价)(格)(持)(续)(上)(涨)(
【医)(药)(代)(雯)(/孔)(垂)(岩)(】乐)(普)(医)(疗)((300003,买)(入)():布)(局)(肿)(瘤)(产)(品)(,拓)(宽)(发)(展)(空)(间)(
【宏)(观)(李)(超)(/朱)(洵)(】宏)(观)(:中)(东)(地)(缘)(局)(势)(是)(油)(价)(上)(涨)(的)(风)(险)(点)(
【建)(筑)(建)(材)(鲍)(荣)(富)(/黄)(骥)(/方)(晏)(荷)(】建)(筑)(/建)(材)(:积)(极)(看)(多)(家)(装)(/专)(业)(工)(程)(/水)(泥)(玻)(璃)(
【商)(贸)(零)(售)(张)(坚)(/丁)(浙)(川)(】商)(业)(贸)(易)(:通)(胀)(预)(期)(提)(升)(,零)(售)(板)(块)(受)(益)(
【房)(地)(产)(贾)(亚)(童)(】房)(地)(产)(:政)(策)(边)(际)(改)(善)(推)(动)(行)(业)(估)(值)(修)(复)(
【社)(服)(梅)(昕)(/陈)(昊)(冉)(】首)(旅)(酒)(店)((600258,买)(入)():解)(禁)(短)(期)(承)(压)(,逢)(低)(积)(极)(配)(置)(
【汽)(车)(谢)(志)(才)(/祝)(嘉)(麟)(】交)(运)(设)(备)(:智)(能)(汽)(车)(发)(展)(战)(略)(发)(布)(,产)(业)(发)(展)(将)(加)(速)(
【金)(融)(沈)(娟)(/刘)(侨)(捷)(】非)(银)(行)(金)(融)(/银)(行)(:金)(融)(监)(管)(持)(续)(,价)(值)(逻)(辑)(恒)(久)(
返)(回)(搜)(狐)(,查)(看)(更)(多)(责)(任)(编)(辑)(:
声)(明)(:该)(文)(观)(点)(仅)(代)(表)(作)(者)(本)(人)(,搜)(狐)(号)(系)(信)(息)(发)(布)(平)(台)(,搜)(狐)(仅)(提)(供)(信)(息)(存)(储)(空)(间)(服)(务)(。
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