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A股四季度掘金攻略:价值投资获热捧 题材股亦可追求

2017-09-09 07:36:51   中国经济网

公司2001年开始涉足下游调味品,目前调味品、焦糖色两大板块业务收入占比约70%、30%。调味品已成为公司增长的主要动力。区域化扩张,品类扩张,净利率提升的三重增长叠加确定了公司进入快速扩张的上升通道。同时,基于成本的快速上行,今年以来酱醋行业公司平均提价幅度约7%,酱醋行业分散,竞争格局稳定,龙头及地方性品牌企业凭借上游成本议价权和下游产品定价权优先享受行业集中度的进一步提升。

题材篇

■本报记者 林珂

5G

关注产业链投资线索

5G加速推进,产业链上消息频出。近日,中国联通2017年微站、微RRU集采结果出炉,中兴通讯豪取过半份额。主设备厂商纷纷加快步伐,诺基亚正式启动5G-MoNArch研究项目,加速5G移动网络架构概念落地;华为Pay也将进军欧洲市场,为高端用户市场铺路;爱立信也与软银合作进行4.5G到5G的端到端实验。

东北证券分析师熊军表示,在运营商集采等落地的背景下,加上设备商的积极准备,相关产业受益明显。以华为、中兴为代表的国内设备厂商将在未来通信行业拥有更强的话语权。

可以看到,《“十三五”国家信息化规划》着力强调开展5G关键技术研发,推进产业化,有利于进一步增加我国在5G的竞争力,引领5G的发展方向,当前5G标准化工作已经全面拉开序幕。在行业人士看来,2017年通信基础实施大建设仍将持续,运营商资本开支有望维持高位,通信板块仍值期待,建议关注“5G”主题性投资板块。

现阶段,首创证券分析师李甜露认为5G有两方面的投资线索。一方面,5G频谱落地,大规模部署试验得以实现,利好测试厂商;第二,5G商用之前,运营商的大部分投资可能集中在升级现有的4G网络,利好设备商、线缆商和上游厂商。具体到公司层面,光大证券分析师田明华建议关注5G龙头中兴通讯。田明华表示,公司5G产业化已处于国际领先水平,随着未来5G的落地,公司业绩和估值有望迎来双击。还可关注通宇通讯、信维通信、麦捷科技等。

潜力股精选

中兴通讯(000063) 被低估的行业龙头

公司是中国通信走向全球的龙头企业,在市场份额、技术研发、行业地位等各个方面都具备绝对的行业优势。招商证券指出,中兴通讯作为通信龙头依然处于估值洼地,无论从市盈率、市净率还是从市销率、市研率等角度,在与多个通信企业进行估值比较时公司都最受市场低估。随着公司在5G产业布局和内生优化的核心逻辑不断验证,考虑到今明两年5G大产业周期渐近,公司估值提升、内生改善、5G大周期面临历史性机遇的逻辑逐步被市场所认可。

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