电子行业：华为供应链订单有所恢复；关注半导体材料与设备国产替代机会

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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3011.061.08%1.08%20.74%399001.SZ深证成指9443.222.89%2.89%30.43%399006.SZ创业板指1547.742.40%2.40%23.77%000300.SH沪深3003893.201.77%1.77%29.31%801080.SI电子(申万)2597.982.95%2.95%29.73%SOX.GI费城半导体指数1461.700.19%0.19

2、%26.54%TWSE020台湾电子指数433.661.72%1.72%11.77%TWSE071台湾半导体指数167.891.90%1.90%11.14%资料来源：Wind，图2：电子行业每周股价涨幅前十五名52.98%17.46%12.26%11.70%10.75%9.62%9.50%9.06%8.03%7.89%7.44%7.34%7.34%7.06%6.97%60%50%40%30%20%10%0%每周涨幅前十五资料来源：Wind，图3：电子行业每周股价跌幅前十五名-5.71%-5.59%-5.33%

3、-5.25%-5.21%-5.19%-5.04%-4.75%-4.60%-4.24%-7.72%-10.81%-9.81%-13.13%-19.64%0%-5%-10%-15%-20%-25%每周跌幅前十五资料来源：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20190705收盘价）公司评级股价（元）18归母净利润（亿元）19E20E21ETTM1819EEPS（元）20E21ETTM1819EPE20E21ETTM立讯精密买入19.7927.239.149.061.231.30.510.

4、730.921.140.583927221734三环集团买入19.1213.214.518.323.913.00.760.831.051.370.752523181426顺络电子买入18.474.85.77.19.44.70.600.710.881.170.583126211632三安光电买入11.8228.325.430.033.024.80.690.620.740.810.611719161519大华股份买入14.6825.328.437.148.226.00.840.951.241.610.871715

5、12917生益科技买入15.0910.011.714.818.410.70.460.540.680.850.493328221831深南电路买入104.037.09.111.214.67.72.062.683.304.302.265039322446沪电股份买入13.705.78.911.514.86.60.330.520.670.860.384127211636大族激光买入36.4417.215.320.526.215.21.611.431.922.461.422325191526欣旺达买入12.107.0

6、11.015.020.07.40.450.710.971.290.48271712925华正新材买入31.690.81.31.72.30.80.621.011.311.780.615132241852三利谱买入27.140.31.11.72.50.00.291.061.632.40-0.0194261711NA扬杰科技增持15.121.92.83.54.41.60.400.590.740.930.333825201646海康威视买入28.15113.5127.5147.7183.5111.21.211.361

7、.581.961.192321181424景旺电子增持38.758.010.112.317.48.21.331.682.042.891.352923191329鹏鼎控股增持30.5327.729.734.541.027.81.201.281.491.771.202524201725资料来源：Wind，表2：海外重点公司估值（股价取20190705收盘价）海外重点公司证券代码公司股价（美元）净利润（财年，单位：10亿美元）171819E20ETTM17EPS（美元）1819E20ETTM1718PE19E20E

8、TTMAAPL.O苹果204.2348.3558.0362.1963.3645.729.2111.5213.1914.4510.4322.217.715.514.119.6TEL.N泰科电子95.391.731.972.102.271.284.835.306.046.613.7519.718.015.814.425.4APH.N安费诺98.320.671.121.201.250.692.133.53