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1、图表目录图表1.通信行业前三季度典型公司营业收入及利润情况.................4图表2.通信行业Q3营业收入增长趋势分析.........................................5图表3.通信行业前三季度利润加速度分析...........................................62017年11月14日关注亮点细分行业，期待5G驱动的投资和创新加速趋势3通信行业2017三季报分析我们跟踪通信行业共计26家典型上市公司三季报情况，重点覆盖包括：通信设备/运营、光通信、云计算、物联网、北斗军工、专网、大数据等领域。
2、图表1.通信行业前三季度典型公司营业收入及利润情况2017年前三季度2017第三季度营收加速度利润加速度(百万元)公司简称(%)(%)营收YOY(%)利润YOY(%)营收YOY(%)利润YOY(%)中兴通讯(11.41)8.0276,579.747.013,904.6536.5822,569.14(5.20)1,611.7947.53鹏博士(3.75)6.456,304.74(4.91)605.93(0.14)2,055.12(8.47)215.416.30中国联通1.76370.36205,777.58(0.66)1,311.94168.4267,617.651.105
3、33.511,162.54通信设备/运营三维通信5.05(60.57)727.3923.0721.08202.27275.9729.284.0819.18邦讯技术(6.90)(33.56)258.17(2.84)(37.48)17.3277.35(9.55)(23.42)(22.06)星网锐捷10.073.544,606.3538.07271.1553.952,219.9251.97219.3259.40烽火通信(0.90)(8.86)15,036.2125.39596.8212.405,314.8324.26147.122.44光迅科技(15.23)15.053,402
4、.4011.41251.5919.001,011.08(5.55)79.9136.92新易盛4.40(11.65)661.9229.8896.6220.03231.2135.5933.966.05博创科技(15.41)(26.77)258.4612.7058.3912.5975.07(4.67)16.37(17.55)光通信日海通讯9.77(83.43)1,804.691.3870.45456.01787.7711.2841.74(7.89)中天科技(1.08)(6.90)19,365.3332.811,438.8125.667,064.2331.37488.2316.9
5、9亨通光电(0.41)(14.85)19,023.0841.371,670.8859.487,609.9340.79903.4635.80新海宜115.94(5.17)1,226.39(27.85)88.1538.21604.1455.8132.1331.07通鼎互联6.38(0.22)3,157.801.77424.908.231,117.898.27143.707.99光环新网(12.17)(5.55)2,895.7397.26325.1453.241,091.7573.25115.5444.73云计算广东榕泰(5.96)(10.01)1,039.0510.0597.
6、7623.41352.363.4832.4711.06宜通世纪(4.47)(5.90)1,677.0829.96160.5117.75633.1324.1557.1110.80物联网东软载波(17.91)(31.31)610.41(11.07)185.66(21.81)210.93(27.00)53.95(46.29)拓邦股份(8.17)(13.74)1,975.7553.73172.5063.96773.2341.1778.5541.44海格通信(21.52)(1.17)2,257.02(5.75)177.51(29.25)590.52(26.03)39.20(30.0
7、8)北斗军工振芯科技(27.92)(105.70)268.84(29.18)24.12(63.14)66.30(48.95)(0.44)(102.10)专网海能达2.74(7.94)3,173.9648.5151.39(50.45)1,338.2152.5733.01(54.39)东方国信(5.10)(19.47)797.6318.86157.2830.89250.3812.8053.625.41运营商大数据创意信息(9.74)(61.01)820.9172.1277.70170.64303.2155.3617.395.52初
