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iPhone8带动智能手机板块补涨 券商唱多7只个股

2017-09-11 08:27:39   新华网

智能手机概念板块即将迎来一重磅事件性催化剂。全球智能手机巨头苹果公司将于9月12日上午10点(北京时间9月13日凌晨1点)正式召开iPhone8新品发布会。

对此,国金证券表示,iphone8配套零组件龙头供应商早在7月份—8月份间就进入备货周期,今年三季度智能手机产业链已进入一波不错的旺季,由于iPhone8大量组装会落在10月份或11月份以后,因此今年四季度产业链景气度会比三季度更高,整个今年下半年龙头供应商业绩都可以乐观预期,明年一季度也不会太差,智能手机产业链有望迎来年底的跨年度行情。

另外,国金证券还表示,从7月份产业步入三季度旺季以来,一直到8月中上旬之前,A股消费电子股票股价并没有相应的旺季效应,随着苹果iphone8发布这一重要催化剂的到来,板块或迎来补涨行情。

智能手机产业链旺季的来临,也受到海通证券的认可,其表示,iPhone8创新幅度大,预期包括全面屏/OLED/垂直双摄/双电芯/声学升级/双面玻璃+不锈钢中框/人脸识别等,后续国产机跟进会带动新一轮千亿元级产业链升级空间。新品即将发布,苹果产业链投资逻辑逐渐从预期进入创新以及业绩兑现期,预计2017年三季度、四季度、2018年一季度产业链都能交出漂亮的成绩单。

事实上,产业链较高的景气度,在龙头上市公司三季报业绩预告上已有所体现。欧菲光2017年半年报披露,公司预计2017年前三季度净利润为102000万元至125000万元,同比增长80%至120%(去年同期净利润为56675.62万元)。业绩变动原因为:双摄像头模组市场渗透率持续提高,产品订单稳步释放。歌尔股份2017年半年报也披露,公司预计2017年1月份-9月份净利润为134737.31万元至155466.12万元,同比增长30%至50%(去年同期净利润为103644.08万元)。业绩变动原因为:公司销售规模稳定增长,电声器件、虚拟现实产品等贡献度增加。

在行业前景预期高涨的背景下,主力已开始悄然布局该板块。伴随着8月14日以来大盘的企稳上行,板块期间累计涨幅也达10.88%,并创出逾两年的新高。个股方面,得润电子、信维通信、欧菲光、共达电声、星星科技、武汉凡谷、歌尔股份和长盈精密等个股期间累计涨幅均在10%以上。

从机构评级来看,歌尔股份(17家)、欧菲光(16家)、德赛电池(11家)、蓝思科技(11家)、信维通信(11家)、长盈精密(10家)和利亚德(10家)等7只智能手机概念股最被机构看好,近30日内机构“买入”或“增持”等看好评级家数均在10家及以上,后续表现值得关注。

对于市场表现居前,机构普遍看好的歌尔股份,国联证券表示,公司充分受益声学器件升级带来的红利,积极布局VR产业、泛智能设备产业,先发优势明显。在高端智能手机声学器件升级加速的背景下,上调公司业绩,预计公司2017年—2019年净利润分别为23.12亿元、29.63亿元、37.27亿元,维持“推荐”评级。

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