1、 /5G 196251922.98%5G201930.315G 5G5GPCBPCB5G5GVR/AR5G 628 EPS PE 2018A 2019E 2020E 2018A 2019E 2020E 101.92 2.49 2.7 3.61 40.93 37.75 28.23 13.62 0.33 0.43 0.55 41.27 31.67 24.76 24.79 0.66 0.93 1.23 37.56 26.66 20.15 8.89 0.27 0.37 0.51 32.93 24.03 17.43 69.25 0.51 0.84 1.25 135.78 82.44 55.40 16.6
2、0 0.13 0.21 0.29 127.69 79.05 57.55 138.8 1.63 3.38 4.01 85.15 41.07 34.61 54.91 0.30 0.81 1.18 183.03 67.79 46.53 86.70 1.42 1.68 2.22 61.06 51.61 39.05 19.45 0.76 0.81 0.98 25.59 24.01 19.85 17.58 0.59 0.71 0.89 29.80 21.70 19.75 80.7 2.27 2.97 3.75 35.55 27.17 21.52 -28%-18%-8%2%12%2018/72018/820
3、18/92018/102018/112018/122019/12019/22019/32019/42019/52019/6%1M 3M 12M 3.03%-7.98%-3.95%-1.14%-10.59%-15.69%286 31541 21414 35.71 2.31 20576 600%55.15 2019-05-19 2019-04-03 S0550518060004 01058034600 :S0550118040029 17820390636 wang_ S0550119060026 18898835026 /2019-07-02 2/53 1.2019.41.1.41.2.41.3
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5、CB.41 3/53 3.3.2.PCB.433.3.3.443.3.4.VR/AR.453.3.5.463.3.6.5G.483.3.7.494.515.51 4/53 1.2019 1.1.1962522.98%95G201930.31 12019A Wind 22019A Wind 1.2.518 5/53 30 32019 Wind 42019 Wind 1.3.20192018 12019Q1TOP10 TOP10()%6/53 143.94 4.10 5.08 139.13 5.61 13.65 33.26 2.27 5.56 28.89 0.71 9.06 27.32 1.44
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