电子行业：华为发布核心芯片，5G部署有望加速

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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2601.720.22%4.32%4.32%399001.SZ深证成指7595.450.19%4.91%4.91%399006.SZ创业板指1265.49-0.32%1.20%1.20%000300.SH沪深3003184.470.51%5.77%5.77%801080.SI电子(申万)2115.731.83%5.65%5.65%SOX.GI费城半导体指数1281.164.30%10.91%10.91%TWSE020台湾

2、电子指数398.162.08%2.62%2.62%TWSE071台湾半导体指数153.623.52%1.69%1.69%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二、重点公司估值表表1：核心推荐与关注公司估值（股价取20190125收盘价）公司评级股价（元）归母净利润（亿元）17A18E19E20ETTMEPS（元）17A18E19E20ETTMPE17A18E19E20ETTM立讯精

3、密买入15.5816.927.036.346.723.10.410.660.881.130.5637.923.717.713.727.7三环集团买入17.1110.813.515.118.313.20.620.770.871.050.7627.522.119.816.322.6欧菲科技买入9.888.220.028.040.011.70.300.741.031.470.4332.713.49.66.722.8顺络电子买入15.333.45.06.69.54.50.420.620.811.160.5536.624.918.913.227

4、.7三安光电买入10.2731.634.040.048.033.80.780.830.981.180.8313.212.310.58.712.4大华股份买入12.4023.825.229.635.125.10.790.840.991.170.8415.614.812.610.614.8生益科技买入10.1910.712.116.218.011.40.510.570.770.850.5420.217.813.312.019.0深南电路买入93.494.56.99.112.95.81.612.463.254.612.0858.237.92

5、8.820.344.9沪电股份买入8.042.05.87.39.44.20.120.340.420.550.2569.123.818.914.732.5大族激光买入31.3016.720.323.030.018.61.561.902.162.821.7420.116.414.511.118.0扬杰科技买入17.082.72.23.64.53.00.570.470.760.950.6429.936.722.417.926.9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20190125收盘价）证券代码公司股价（

6、美元）净利润（财年，单位：10亿美元）17A18E19E20ETTMEPS（美元）17A18E19E20ETTMPE17A18E19E20ETTMAAPL.O苹果157.7648.3558.0362.1963.3645.729.2111.5213.1914.4510.4317.113.712.010.915.1TEL.N泰科电子80.151.731.972.102.271.284.835.306.046.613.7516.615.113.312.121.4APH.N安费诺86.300.671.121.201.250.692.133.5

7、33.884.072.2640.524.422.321.238.22018.HK瑞声科技6.170.791.101.251.460.820.640.831.031.200.679.67.46.05.29.23008.TW大立光121.770.850.851.061.170.826.376.317.948.936.2519.119.315.313.619.52382.HK舜宇光学9.760.430.640.881.130.430.400.590.801.030.3924.716.612.19.525.0ROG.N罗杰斯120.690.1

8、00.110.130.150.105.365.746.817.745.1522.521.017.715.623.4IPGP.OIPG光电135.300.400.470.530.650.447.458.519.6211.7