电子行业：美国启动首次5G频谱拍卖，持续看好5G对电子行业的带动.docx

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1、一、一周行情回顾图1：电子行业相关重要指数涨跌幅情况代码名称周报点周涨跌幅月涨跌幅年涨跌幅000001.SH上证综指2679.113.09%2.93%-18.99%399001.SZ深证成指8062.295.41%7.74%-26.97%399006.SZ创业板指1403.286.08%10.01%-19.93%000300.SH沪深3003257.672.85%3.29%-19.18%801080.SI电子(申万)2294.547.59%10.94%-33.97%SOX.GI费城半导体指数1220.15-0.72%1.48%-2.63%TWSE020台湾电子指数384.32-1.09%-1.

2、28%-12.59%TWSE071台湾半导体指数150.30-1.75%-2.50%-7.29%资料来源：Wind，图2：电子行业每周股价涨幅前十五名资料来源：Wind，图3：电子行业每周股价跌幅前十五名资料来源：Wind，二、重点公司估值表表1：核心推荐与关注公司估值（股价取20181116收盘价）公司评级股价（元）归母净利润（亿元）17A18E19E20ETTMEPS（元）17A18E19E20ETTMPE17A18E19E20ETTM立讯精密买入15.8416.925.534.446.123.10.410.620.841.120.5638.625.618.914.128.2三环集团买入1

3、9.1310.813.417.321.913.20.620.770.991.260.7630.824.919.315.225.2欧菲科技买入12.868.220.028.040.011.70.300.741.031.470.4342.517.412.58.729.7顺络电子买入15.003.45.06.69.54.50.420.620.811.160.5535.824.418.512.927.1京东方A买入2.9475.743.451.672.540.40.220.120.150.210.1213.523.619.814.125.3三安光电买入15.7231.638.045.054.033.8

4、0.780.931.101.320.8320.316.914.211.919.0海康威视买入28.8094.1112.9136.9164.6106.01.021.221.481.781.1528.223.519.416.125.1大华股份买入14.2723.825.229.635.125.10.820.871.021.210.8717.416.414.011.816.5生益科技买入9.6610.712.116.218.011.40.510.570.770.850.5419.116.812.611.318.0深南电路买入85.014.55.98.211.55.81.612.112.934.112

5、.0852.940.329.020.740.8沪电股份买入8.102.05.87.39.44.20.120.340.420.550.2569.624.019.114.832.8大族激光买入35.1316.720.328.130.018.61.561.902.632.821.7422.518.413.312.520.2扬杰科技买入18.702.73.34.25.33.00.570.690.881.110.6432.727.221.316.829.4资料来源：Wind，表2：海外重点公司估值（股价取20181116收盘价）证券代码公司股价（美元）净利润（财年，单位：10亿美元）17A18E19E2

6、0ETTMEPS（美元）17A18E19E20ETTMPE17A18E19E20ETTMAAPL.O苹果193.5348.3558.0362.1963.3645.729.2111.5213.1914.4510.4321.016.814.713.418.6TEL.N泰科电子77.651.731.972.102.271.284.835.306.046.613.7516.114.612.911.720.7APH.N安费诺88.770.671.121.201.250.692.133.533.884.072.2641.725.122.921.839.32018.HK瑞声科技6.830.791.101.2

7、51.460.820.640.831.031.200.6710.68.26.65.710.23008.TW大立光101.680.850.851.061.170.826.376.317.948.936.2516.016.112.811.416.32382.HK舜宇光学9.570.430.640.881.130.430.400.590.801.030.3924.216.311.99.324.6ROG.