电子行业：5G试商用加速；台积电财报指引19年行业亮点

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1、股票报告网整理http://www.nxny.com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2596.011.65%4.09%4.09%399001.SZ深证成指7581.391.44%4.72%4.72%399006.SZ创业板指1269.500.63%1.52%1.52%000300.SH沪深3003168.172.37%5.23%5.23%801080.SI电子(申万)2077.64-0.94%3.74%3.74%SOX.GI费城半导体指数1200.761.26%6.33%6.33%TW

2、SE020台湾电子指数390.031.19%0.52%0.52%TWSE071台湾半导体指数148.390.18%-1.77%-1.77%资料来源：Wind，中信建投证券研究发展部图2：电子行业每周股价涨幅前十五名资料来源：Wind，中信建投证券研究发展部图3：电子行业每周股价跌幅前十五名资料来源：Wind，中信建投证券研究发展部股票报告网整理http://www.nxny.com二、重点公司估值表公司评级股价（元）17A归母净利润（亿元）18E19E20ETTM17A18EEPS（元）19E20ETTM17A18EPE19E20ETT立讯精密买入15.0916.92

3、7.036.346.723.10.410.660.881.130.5636.723.017.113.326.9三环集团买入16.6010.813.515.118.313.20.620.770.871.050.7626.721.419.215.821.9欧菲科技买入8.788.220.028.040.011.70.300.741.031.470.4329.011.98.56.020.3顺络电子买入14.673.45.06.69.54.50.420.620.811.160.5535.023.818.012.626.5三安光电买入9.5431.634.040.048.033

4、.80.780.830.981.180.8312.311.49.78.111.5大华股份买入12.2523.825.229.635.125.10.790.840.991.170.8415.414.612.410.514.6生益科技买入10.2510.712.116.218.011.40.510.570.770.850.5420.317.913.412.019.1深南电路买入91.274.56.99.112.95.81.612.463.254.612.0856.837.028.119.843.8沪电股份买入8.132.05.87.39.44.20.120.340.420

5、.550.2569.924.119.114.932.9大族激光买入29.8916.720.323.030.018.61.561.902.162.821.7419.215.713.910.617.2扬杰科技买入14.402.73.34.25.33.00.570.690.881.110.6425.220.916.413.022.7表1：核心推荐与关注公司估值（股价取20190118收盘价）M资料来源：Wind，中信建投证券研究发展部表2：海外重点公司估值（股价取20190118收盘价）证券代码公司股价（美元）净利润（财年，单位：10亿美元）EPS（美元）PE17A18E1

6、9E20ETTM17A18E19E20ETTM17A18E19E20ETTAAPL.O苹果156.8248.3558.0362.1963.3645.729.2111.5213.1914.4510.4317.013.611.910.915.TEL.N泰科电子81.251.731.972.102.271.284.835.306.046.613.7516.815.313.512.321.APH.N安费诺82.490.671.121.201.250.692.133.533.884.072.2638.723.321.320.336.2018.HK瑞声科技6.150.791.10

7、1.251.460.820.640.831.031.200.679.57.46.05.19.3008.TW大立光122.670.850.851.061.170.826.376.317.948.936.2519.319.415.513.719.2382.HK舜宇光学9.140.430.640.881.130.430.400.590.801.030.3923.115.611.48.923.ROG.N罗杰斯115.360.100.110.130.150.105.365.746.817.745.1521.520.116.914.922.IPGP.OIPG光电