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苹果新品发布会在即 产业链个股关注正当时

2017-09-11 10:57:39   新华网

苹果宣布将于美国时间9月12日上午10点(北京时间9月13日凌晨1点)召开苹果新品发布会,发布会将在全新的Apple Park新总部的乔布斯剧院举行。

据了解,苹果在9月13日将会发布新款的iPhone 7s、iPhone 7s Plus和iPhone的十周年纪念版本。除此之外或许还有有新一代的APPle Watch和Apple TV机顶盒。

中金公司建议投资人关注:1、 新一代iPhone上基于3D光学感测技术的增强现实(AR)技术的应用;2、iPhone 8的售价及发货速度。A/H手机产业链总市值(总市值)年初以来上升58%,目前估值为33.9x 市盈率(整体法,TTM) vs年初22.3x,产品发布后的市场评价及实际出货情况,可能影响手机产业链相关公司的股价走势。

中金公司认为,新一代的苹果手机最具差异化的功能是基于3D光学感测的人工智能(AI)及增强现实(Augmented Reality)。新的增强现实应用和使iPhone成为人工智能技术的重要载体。如果增强现实应用能够普及,会有利主要光学产业链公司。除此之外,我们预计苹果在iPhone 8 中采用OLED屏幕,玻璃机壳、无线充电,双电芯电池、以及类载板等新技术。

另外,建议投资关注iPhone 8售价以及发货速度。由于采用更高端零部件,预计iPhone 8售价与iPhone 7(128G:美国749美金;中国:6188元)相比有较大上升。消费者对调价后的iPhone产品的接受程度值得关注。受部分零部件良率爬坡的影响,预计iPhone 8的出货高峰将集中在4Q17/1Q18。因此调低2017年iPhone出货量预期为增长3%至2.22亿台(之前预期9%),2018年出货量预期为2.47亿台(同比增加11%)。

长城证券认为,iPhone8采用OLED全面屏,预计OLED以及全面屏技术领域都将掀起一轮热潮,可关注相关个股:深天马(OLED)、京东方(OLED)、大族激光(002008)(精密切割)、欧菲光(002456)(指纹识别)。

其次,关注创新确定性高,有业绩支撑个股:蓝思科技(300433)(3D 玻璃盖板),长盈精密(300115)(防水材料),歌尔股份(002241)(声学零部件升级),汇顶科技(603160)(屏下隐藏式指纹识别)。

另外还需关注经营稳定、业绩逐渐释放个股:信维通信(300136)(射频器件、nfc无线充电模块),大族激光(精密激光切割工艺),立讯精密(002475)(连接器原有市场向新市场拓展),欧菲光(摄像头、触摸屏、指纹),安洁科技(002635)(功能键精密加工)。

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