Ϊʲôûȯ

Ϊʲôûȯ

СȯȯԴ٣Ҵọ̇ȯԴ࣬ʻ

Ӷ15.6%ʽ

ʱۣܾ
Ŀ ˵
Ӷ ֮1 Ӷ
5.6% ʡǮ׬Ż
Ȩ 1.8һ 1.6ijɱ

QQ135-5384-956
΢źŻɨάӺѯ


ɨһɨ΢ѯ

µĸӶ

     2011100ʽ𣬼Ͽȯϼ150200ʲףÿؽ׶ƽ200 Ӷǧ1ÿ칱Ӷ2000Ԫһ250գ һӶ50,250Ӷﻹû8.35%ĸʣӶһ򱾽˵̫
     ּ鲻ãԭȯ̵ӶãͬʱȯҲûз񣬸ûʾʸ߷ͷϸ룬ȯ˸ߵӶֵǮ
     ԲѰҵҸӶ𳬵͵ȯңʡǮϾ׬ǮףʡԼġ


оϢƼռ磬ϢοͶзգҪ

֤ȯ,ҵ±:ĸ ע龰


    ¹۵
    Ϊ,ǰڽϺõû,Ҫ:(1)ֵʷλֹ201876,ֵ(巨,޳ֵ)Ϊ56,Ե2010ʷƽˮƽ(67),߱ռ;(2)ҵơ2018žءԤ㳬Ԥ,ҵԸơ2018ϰȫװɹѷ234βɹ,Ըͬˮƽ,ӡ֤ҵĸơ(3)ĸ롣װ58Ʒ5»ȫĸίԱλ76ٿ,ΪںϡԺơʲ֤ȯƷۻƵϵиĸһӿ졣ΧƶԺƸĸ߽ͶʡһǾƷ,עհͶʻ,رкɡֱɷݡкӡк硢;Ƹĸر,עںϷչͶʻ,ġоƼйɷݡйסк硢ӡƼĴӵȡ
    г
    6ָ֤½8.01%,ָ֤½8.90%,ҵָ½7.86%,300½7.66%,ָ½8.23%ɷ,ǷǰĸΪơһкɡк,ǷֱΪ24.54%20.74%9.92%6.22%2.57%ǰĸΪ׿ƷйӦ*STк߿ơд,ֱΪ29.17%22.50%22.42%21.05%20.45%
    ҵ̬
    쵼ǩȷ뵺޺˺ƽĿꡣ612,¼ʥɳϵļ־Ƶ,ʹίԱίԱͳ΢ЦŽǩļ,ٴ֡յг쵼ʷ״λ,ǩһ(»)ϰƽ˹ϯϰƽ627ûõ˹(»)
    ˾
    к(600372):˾ɶֹ˾ɷݼּƻ,˾ɶйչҵ޹˾2018620ͨϺ֤ȯϵͳֹ˾ɷ2,381,917,ƻδ6,ͨϺ֤ȯϵͳֹ˾ɷ,ּ۸񲻸ÿ15Ԫ,ܽ5,000Ԫ,Ҳ20,000Ԫ(ֹɷ)
    ʾ:ִвԤ;ҵֵˮƽԽϸߡ

֤ȯ,ҵ:𽥷 עŸ


    1𽥷,עŸɡӡѶܡŷƿƼάͨšΤɷݡɷݡ˳ӵȶҹ˾Ѿ,ѶƷгԤ;ܹҵȥ漰Ӱ,ӯչԵгԤ,Q4Ӧ;Τ˳硢ҵҲΪ졣
    2ӵǰʱ㿴,PCBIJҵѾ׼,½PCBҵɳ֡5GͶʼ,4G,5GҪƵPCB,߼ֵPCBPCB˾ҵ͹ֵڻ,ԴǰСͣԤӰ졣
    3ṹ,оƬϸȳַֻ,ͨоƬʢɳͷǿ̨ж,ļֻҵȵĸ,оƬҵӦоƬά̬,оƬ»ơ,ȫ뵼徰ڽ°½,ڰ뵼ҵ,رǾԲµ豸߼ڳ,ǼƼ豸ҵͷ
    4°LEDоƬ۸ѹ,֮ǰ,һȥȥܸ˴󻷾,ӪĹ˾ȱʽ,Ǽ۸ڻᵼСҵ˳LEDоƬҵֽ֮ǰѡLEDоƬҵҵλȹ,,뵼չ˳,ǿù˾չ,ɼ۱͹Ԥ2018-2020ĸ39.8/50.8/63.3Ԫ,ӦPE16/12.6/10,͹ע
    5ļ۸Խµ,۸µٺ̨ĵͣת,Ҫ5-6ߡǺLG2019꽫8.5תOLED,Ϊдߴ۸ֹ
    6Ͷʽ:
    1)ưҵ:ΪҵȷԽϸ,,󻪹ɷΪͷ˾;
    2)ѵ:ƻҵҵ
    3)ע뵼幫˾ص:״¡ܿƼϹ΢ʿ΢ӡƼӡΤɷݡоʡ;
    4)LED:LED,עСࡢӦ,Ƽǵ¡Ƽǹ硢ɭ;
    ʾ:ҵ½,óսȷ,ҷա

Ϊʲôûȯ

ȫ,й˽(601611)һȾ1.91Ԫ ͬ47.18%




    ȫ428Ѷ й˽(601611)¶һʾ2019һȣ˾ʵӪ137.55Ԫͬ55.61%1.91Ԫͬ47.18%ÿ0.07Ԫ

й֤ȯ,ũ(600371)ǰ34%



֤й֤ȯѶ Ԫũ˾2019ǰӪҵ185,132,460.79Ԫͬ4.77%й˾ɶľ44,160,079.04Ԫͬ33.69%ÿ0.196Ԫ

֤ͬȯΪʲôûȯ

˲ƾ,ϡ(000831):ϡδԹ˾ӪشӰ



    ϡ乫棬̼۸Ƿƫֵ20%ڣ˾עý屨ϡ޵ֹĿǰý屨δԹ˾ӪشӰ졣ڹ˾ӪⲿӪδش仯

֤ͬȯΪʲôûȯ

й֤ȯ,ƽб Դ۲


Ҫָȫ䣬ָƼͶ߹ע̣ǷΪ2.22%67ҵλаס
ʿָڱĵ£ƽ𡰱ֵܷۡٶܵгϿɣƽҲ˳ֲ֡ҪעǣǰһݡԤڣʵϷ룬аֵýһ۲졣

գҪָȫ䡣̣ҵȫīǡϣ67ҵУԪڵ֡йָ2.22%Ƿλ67ҵеλȫ߻س൱ǿơ
ҵڲɵıWindݣҵ11ֻɷֹ10ֻǡУ԰ǻƽٻʵҵͣաһȫسı³Ƶ൱ֵһǣǰظɱƽƽҵ춯ɽѸٷŴ󣬰ڸɾ
Ͽн˾ʾ2017ͬ0.8%2018ϰͬ3.7%пΧطIJȷҲ߼ƽ󣬴Ӷ֧Žۡ
֤ȯҲΪгԪָѾӦϸߵľԤڣ׶ԪָռޡͼͨԤ𣬱ʵƽͬܳ
ʿָг£ʽ֮ǡ1018չҪƫӥԪָλ𵴡ֵעǣ2015ĩһμϢѾϢ˴Σ¶ļϢ·2019껹Σ2020껹һΣϢѲ̡ڼϢԤڻгʵڽ۵ѹЧӦܽԭͼ۸λ𵴣ͨԤڼһ֧Žۡ
Դ۲
гȷ֮ʣͶͶʻƽ𣬼֧ظɵĹɼۡͶǰܡѺעƽ֧˽ۣͬʱƶظɵǡ
ʽΪ8729.14Ԫ104ҵλдϯڣ̩عɡнƽٻʵҵڼ侻ǰ3000Ԫھɶʽ롣ɴ˿ɼյĴʽһϵ
ӽɼۼĹϵǰ2016׶ηֵʱʵಢԶϴǰߵ㣬ڸȴһξ룬رDzָѽնֵԡһǶ㲻DZأҲ޸Ҫ
ԣڶؽ֯ı£ٻý۵ǿռ䣬ƽҲͶ߿áʿָǰоһݡԤڣʵϷ룬ƽɱֲбܷƸ߽ۼ̶ƶдһ۲졣

ETFӶETFӶETFӶʽȯ5.4%ʽȯ5.4%ʽȯ5.4%1򳴹һ1򳴹һ1򳴹һɢȯôôɢȯôôɢȯôôԼȯT+0ԼȯT+0ԼȯT+0ǧʽƱ5.2%ǧʽƱ5.2%ǧʽƱ5.2%600Ͷ600Ͷ600ͶȯԼȯҵȯԼȯҵȯԼȯҵ1000Ͷ1000Ͷ1000Ͷ202120212021ϿӶϿӶϿӶ900ȯ5.6900ȯ5.6900ȯ5.6ڽڽڽȯԼȯżȯԼȯżȯԼȯżȯȯȯ500ʽȯ5.4%500ʽȯ5.4%500ʽȯ5.4%ETFӶ5ԪETFӶ5ԪETFӶ5Ԫ6000WʽƱ5.2%6000WʽƱ5.2%6000WʽƱ5.2%6000Wʽȯ5.2%6000Wʽȯ5.2%6000Wʽȯ5.2%ȯʲô˼ȯʲô˼ȯʲô˼200Ͷ200Ͷ200Ͷ֤ȯϷշѱ׼֤ȯϷշѱ׼֤ȯϷշѱ׼۹ɽ̫۹ɽ̫۹ɽ̫άֵʽάֵʽάֵʽǧʽȯ5.2%ǧʽȯ5.2%ǧʽȯ5.2%˻ƽ˻ƽ˻ƽȯƷתȯƷתȯƷתͶͶͶETFӶܽETFӶܽETFӶܽƱȨƱȨƱȨ5000ȯ5.45000ȯ5.45000ȯ5.4ʽȯ5.4%ʽȯ5.4%ʽȯ5.4%etfetfetf600ʽȯ5.4%600ʽȯ5.4%600ʽȯ5.4%666ϢôϢôϢô3000WʽƱ5.2%3000WʽƱ5.2%3000WʽƱ5.2%Ӷ1.5Ӷ1.5Ӷ1.5ӶӶӶ1򳴹һ1򳴹һ1򳴹һ80Ͷ80Ͷ80ͶʽƱ5.4%ʽƱ5.4%ʽƱ5.4%ʽʽʽƷתƷתƷתƱԭƱԭƱԭ900ʽȯ5.4%900ʽȯ5.4%900ʽȯ5.4%ȯȯȯ

ѶƱ,̺:̷ָ λӾ


ѶƱϢ726գк𵴣ָԽǿһЩָ̻죬ָҵֽϿȫָп𵴣ָ3250λѹأλһһĿ3300ָ֤ձ3247.67㣬0.12%ɽ2285ڡָ֤ձ10297.34㣬0.54%ɽ2322ڡҵָձ1681.31㣬0.40%ɽ469ڡ
Ծ鼰
۰β춯װ(000856)(002282)ɽ(603616)̫հҵ(300344)(600550)Ⱥӻ(300137)ǽɷݵȸβ̼
׮ɼѸ(002227)Դ(600405)˳(300141)ɷ(002276)к(002364)ҵ(002441)(300001)½(002121)ȸɾֱ
ӯʸ춯ҵ(600306)Ͻҵ(600210)(600133)ɷ(600303)̩ɷݡػҵ(600354)ع(000036)ȸɾ֡
춯壬鶼(600316)춯(600343)Ĵ(600990)ظ(002023)캣̫(300123)ê(601890)ȸɷ׷춯
̫ܸɼ(002218)ھ(600537)Эμ(002506)տ(300111)̫ܡ(300118)ȸɾֱ
ȯ̹۵
֤ȯ(601788)ΪгԤڷһЩ仯һǶԾеԤڡҵͷҵǰڹṹԸĸԼгȻ̣ҵжҵܹһԱȽϸߵˮƽϣǶгʾӸµԤڡСֵ˾ޣյֿټϹֵϸߣʱгҪķԽϸߣӶԹֵиĵѹǶԼߵԤڡIPOкͼ¹ȵ¹ɵϡȱԺ½AMSCIȿ߷ʹҵҵϡȱԺֵɹֵڹʻ
֤ȯ(600369)ԷʦʾAɷֻĸֽڻصд¸ߡСƱĴҵָȻӽײȻҪѰףһڵײ1600ǴҵָڵײࡣֵֻıAѾ˽ṹԱ仯Ϊʽ𹩸ɵƱɽɣ⿪ųƽЩ仯Ѿһʱˣǽṹת䣬˶гӰҲ־õġ

Դ,ͨҵһػ:ʾ಼ֻ ·ϰҵСԤ


    :ʾ಼ֻ,ƲôĹʯͳӴ˾ΪҪ߻ڵײз,߻ٻعʷ70%пռ,ؼ汸ƼԶܡִɢϿ,άָɢж,ڹ۲VLOC߷BDIӰ졣˰SCFIȥ,˼۵Ժ͵ǰʲ͵ĽѾͨóս֤óսȷԡԪϢӰ˹ΣٲȷԴӡǰг뼯09ꡢ16ɼ۵ײ,նʷ,ιɼֱΪ700%100%,ɼ۾˼۴סעQ4óս˽ͷֹ˾۲Ժ˼۵ײ
    :б֤Բͨٵݡҵٻָ+ɱ˳ơ,Ƽͨݹֵ޸ᡣԲͨٵ,2018H1ҵͬ28.61%,ȥͬ15.53%,ٴҪԭŻЧͬʱ,˾ȡִʩЧ,еƱɱ½0.09Ԫ/Ʊ,ﵽ9.32%;ͨ,2018H1ҵͬ18.7%,,ҵٳֳů̬,7·ٻ36.96%,Ҳ״γҵָ,2018Q3Ϊ86.6%-131.2%;˳ع,2018H1ҵռ16%,ҵĸҵ35%ëʽϵ͵ҵ񽫻ë,һҵӯƽ,ӯĿķ,ǿƼӭֵ޸ͨݡҵٳеԲͨٵݡͷ°ɷ,Ƽ߱Ͷʼֵ˳عɺͳӮҵϴɷݡ
    :бĻ,ܻӰҵձ»,,Q2ԿQ178¸ƵԽ,幩Ʒδı,ϺгΪԡ޶ʧ͹Գֵ,Ŀǰٳ,17ά5%,ձۻԤ7Ҳȫdzɱѹ,ԤԻ,ҵѹСĶʱԽάڽϵˮƽ,ٷŻǴ¼,ӻԤ,հӭ巴ǼصƼҵĶ,עй
    ·:·ϰҵԤ,ĸҵԤ;תƽ,Ȼ·˼·۸ۿڡܴ·걨,·ĸ81.94Ԫ,ͬ7.48%,˻ת1931.4ڶֹ,ͬ9.5%,ҵԤ,ȫ꿴ͻ4.5ڶ֡ϰĸ2.78Ԫ,ͬ51.10%,ҵԤ,Ҫڳĸҵ߽Ƕȿ,ת߳ƽ,Ȼ·˼·۸ۿ,λҵȽ͹ֵ߹Ϣúרߴ·,⽨עӪҵ·䷢ɳ·ۿڰ,עӵǧO·,Ͷոۡ

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