电子行业：贸易摩擦升级催生电子核心零部件国产替代机会

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1、一、一周行情回顾代码名称周报点周涨跌幅月涨跌幅年涨跌幅图1：电子行业相关重要指数涨跌幅情况000001.SH上证综指2882.30-1.94%-6.37%15.57%399001.SZ深证成指9000.19-2.55%-6.97%24.32%399006.SZ创业板指1478.75-3.59%-8.93%18.25%000300.SH沪深3003648.76-2.19%-6.76%21.19%801080.SI电子(申万)2419.77-5.20%-9.31%20.83%SOX.GI费城半导体指数1402.01-5.20%-9.91%2

2、1.37%TWSE020台湾电子指数416.04-5.32%-7.68%7.23%TWSE071台湾半导体指数164.21-5.33%-6.63%8.71%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20190519收盘价）A股重点关注公司归母净利润（亿元）EPS（元）PE公司立讯精密三环集团顺络电子三安光电大华股份生益科技深南电路沪电股份大族激光欣旺达华正新材三利谱扬杰科技评级股价（元）买入21.

3、44买入19.10买入17.46买入9.97买入13.37买入12.66买入88.10买入9.89买入33.27买入12.56买入24.20买入37.10增持15.411819E20E21ETTM27.239.149.061.231.313.214.518.323.913.04.85.77.19.44.728.334.544.053.024.825.328.437.148.226.010.011.714.818.410.77.09.111.214.67.75.77.39.512.46.617.215.320.526.215.27.01

4、1.015.020.07.40.81.31.72.30.80.31.11.72.50.01.93.03.94.41.6171819E20ETTM0.660.951.191.490.760.760.831.051.370.750.600.710.881.170.580.690.851.081.300.610.840.951.241.610.870.470.550.700.870.512.062.683.304.302.260.330.420.550.720.381.611.431.922.461.420.450.710.971.290.

5、480.621.011.311.780.610.381.382.133.13-0.010.400.640.830.930.33171819E20ETTM3223181428252318142629252015301412981616141181527231815254333272039302318142621231714232818131026392418143999271712-53573824191746资料来源：Wind，证券代码AAPL.OTEL.NAPH.N公司股价（美元）净利润（财年，单位：10亿美元）苹果泰科电子安费诺2

6、018.HK瑞声科技3008.TW大立光2382.HK舜宇光学ROG.N罗杰斯IPGP.OIPG光电005930.KS三星电子6981.T村田2330.TW台积电QCOM.O高通AVGO.O博通NVDA.O英伟达AMAT.O应用材料171819E20ETTM189.0048.3558.0362.1963.3645.7289.541.731.972.102.271.2891.620.671.121.201.250.695.480.791.101.251.460.82122.770.850.851.061.170.829.710.430.6

7、40.881.130.43142.040.100.110.130.150.10134.050.400.470.530.650.4434.8036.5846.1446.8648.1939.9843.071.921.522.142.581.777.7011.2812.2113.7615.5711.4281.506.394.845.296.083.94289.892.518.929.159.702.78156.531.973.094.915.443.7742.703.534.704.584.823.91179.214.832.130.646.

8、370.405.367.455.317.290.442.905.483.123.29EPS（美元）1819E20E11.525.303.530.836.310.595.748.516.816.050.473