弘大速配港股收评:恒指大涨1.76% 创近10个月新高 市场做多情绪明显升温

 

4月1日丨今日港A两地市场集体大涨,A股创业扳指暴涨4%。港股市场今日亦大幅上涨,恒指早盘跳空高开,一度大涨近2%,再阶段新高。蓝筹权重股 房抵配资是什么意思 集体大涨,各板块近乎全线开花,市场做多情绪明显升温。

截至收盘,恒指涨1.76%,报29562.02点。国指涨1.56%,报11557.63点。主板全日成交1286.04亿港元,港股通净流入27.16亿港元。

从板块表现看,濠赌股大涨超5%领涨,有色金属、中资券商股、蓝筹地产股、家庭电器、新能源电池、重型机械、苹果概念等板块普遍上扬,阿里概念、电信股明显走低。

个股方面,中银香港大涨6.46%领涨蓝筹;银河娱乐大涨6%;新世界发展、金沙中国涨超5%;舜宇、吉利汽车、万洲国际、中国银行纷纷涨超3%;腾讯亦升超1%;电信股中移动跌2.38%表现较弱;海信家电大涨8.7%走强港股通标的股。

深市价钱创1月新高股(117只)

序号代码证券称号今开今收最高最低涨跌幅%1000068华控赛格6.10006.60006.79006.07005.93902000070特发信息19.440019.200020.330018.49003.89613000159国际实业15.010013.050015.220013.0500-10.00004000409*ST地矿7.30007.13007.42007.0700-1.65525000529广弘控股7.90008.34008.87007.82002.33136000534万泽股份11.400011.730012.000011.38001.73467000551创元科技8.92008.61009.48008.5100-2.82178000568泸州老窖69.250072.450073.170069.25003.52969000650仁和药业9.53008.83009.72008.7200-0.113110000667美妙置业2.89002.95002.99002.88002.076111000702正虹科技8.34008.34008.34008.060010.026412000716黑芝麻5.22005.63005.75005.10007.648213000755山西路桥5.45005.60005.99005.39000.719414000811冰轮环境10.350010.410010.870010.2900-0.096015000821京山轻机9.79009.880010.06009.75000.202816000823超声电子11.660012.300012.780011.36004.237317000920北方汇通9.50009.45009.67009.23000.000018000982*ST中绒2.37002.44002.44002.33005.172419000983西山煤电7.35007.29007.58007.22000.275120000987越秀金控11.470012.150012.490011.31005.652221001896豫能控股4.34004.77004.77004.26009.907822002002鸿达兴业7.30006.89007.51006.7900-2.957723002041登海种业7.30007.01007.41006.9000-3.972624002045国光电器6.51007.00007.00006.510010.062925002054德丑化工8.75008.75008.75008.750010.062926002100天康生物11.720011.540012.320011.34001.763727002124天邦股份21.180021.120021.980020.7100-1.676028002132恒星科技3.25003.31003.37003.23001.846229002137麦达数字8.44009.19009.19008.360010.059930002147ST新光3.50003.74003.74003.47005.056231002182云海金属9.17009.20009.48008.92000.108832002203海亮股份9.79009.960010.05009.71001.425733002211宏达新材7.00007.54007.54006.710010.073034002214大立科技9.02009.15009.47009.02000.439135002215诺普信11.170010.100011.200010.0300-9.335736002238天威视讯10.360010.800011.250010.30003.846237002240威华股份9.860010.210010.46009.66002.510038002272川润股份6.08006.12006.48006.06000.657939002274华昌化工14.600014.970014.980014.09009.911940002278神开股份8.50008.57008.97008.4100-0.348841002303美盈森6.70007.15007.37006.65006.716442002312三泰控股4.32004.55004.75004.27005.080843002321华英农业8.43008.89009.32008.31004.834944002330得利斯6.80007.65007.65006.600010.071945002360同德化工6.59007.24007.24006.590010.030446002367康力电梯9.36009.660010.05009.28002.547847002374丽鹏股份3.98003.98004.13003.91000.000048002385大北农7.60007.84008.22007.36003.841149002412汉森制药21.290019.920021.290019.9200-5.097750002428云南锗业7.61008.31008.31007.550010.066251002459天业通联12.800013.330013.500012.60004.222052002477雏鹰农牧2.77002.90003.07002.67003.942753002492恒基达鑫6.55006.70006.97006.45002.446554002505大康农业2.30002.57002.57002.25009.829155002515金字火腿6.25006.70006.93006.11006.349256002547春兴精工14.710012.700014.890012.6900-9.929157002548金新农15.630015.330016.300015.0900-2.974758002554惠博普4.14003.93004.40003.9100-2.722859002559亚威股份8.82008.60008.99008.57002.625360002567唐人神18.000017.370018.500016.5200-0.401461002574明牌珠宝6.43006.45006.57006.3800-0.769262002600领益智造6.59006.94006.94006.50009.984263002631德尔将来10.220010.520011.180010.1300-4.450564002634棒杰股份6.56006.83006.99006.39003.957465002654万润科技5.03005.27005.31004.98004.356466002659凯文教育8.81009.07009.25008.64002.951267002666德联集团5.48006.05006.05005.380010.000068002667鞍重股份9.44009.86009.98009.21003.680369002669康达新材15.040016.490016.490015.010010.006770002678珠江钢琴7.45007.89008.17007.33006.191171002726龙大肉食11.660011.980012.480011.21002.393272002729好利来33.840036.100037.250033.84006.020673002739万达电影26.100026.420028.000025.65000.878274002746仙坛股份25.700027.190027.230025.23009.372575002758华通医药15.320012.850015.320012.5800-7.753176002773康弘药业56.010056.810058.300055.19000.017677002791坚朗五金15.150016.180016.360015.10006.517478002810山东赫达26.250027.150027.930026.10006.428979002821凯莱英96.800093.180096.990091.7600-0.555080002828贝肯动力15.880015.520016.680015.17002.374781002840华统股份19.850020.770021.270019.20005.592382002850科达利25.000026.070026.570025.00003.988883002866传艺科技13.560013.610014.100013.5100-0.366084002868绿康生化23.580024.280024.480023.21002.925085002886沃特股份23.630024.430024.890022.90002.560986300021大禹节水8.44008.23008.44008.2100-1.318987300022吉峰科技6.38006.32006.38005.90008.965588300023宝德股份8.88008.07009.56007.8600-7.134689300041回天新材8.15008.43008.56008.08003.435690300076GQY视讯7.37006.52007.37006.5100-2.686691300115长盈精细13.480014.360015.000013.35004.970892300116坚瑞沃能2.30002.34002.53002.10001.739193300130新国都18.650018.280019.200017.9800-2.088994300138晨曦生物9.20008.59009.62008.5800-1.828695300145中金环境5.71006.29006.29005.61009.965096300152科融环境4.00004.28004.28003.900010.025797300157恒泰艾普6.92006.17006.92006.0300-1.907898300198纳川股份5.00005.18005.35004.89005.071099300238冠昊生物21.850019.900021.850019.86000.2014100300262巴安水务9.510010.020010.34009.41006.5957101300265通光线缆12.500011.210012.500011.2100-10.0321102300266兴源环境6.62006.99007.30006.41004.6407103300267尔康制药7.84008.41008.78007.78005.3885104300288朗玛信息16.800017.260017.800016.46002.1302105300311任子行9.10008.74009.78008.7100-5.5135106300369绿盟科技14.450014.190015.140014.1300-2.1379107300430诚益通12.300013.380013.380012.010010.0329108300483沃施股份38.000039.430039.500037.70004.0369109300492山鼎设计39.920034.510039.920034.5100-9.9896110300508维宏股份33.600034.080036.410033.15002.9607111300528幸福蓝海10.440010.480011.180010.1800-0.1905112300532明天国际15.220016.000016.740015.22005.1248113300540深冷股份26.000024.700029.110023.8100-6.6515114300551古鳌科技17.170017.890018.050017.17004.1934115300573兴齐眼药48.730048.730048.730048.730010.0000116300659中孚信息34.850033.400035.980033.3200-2.0815117300710万隆光电31.000033.150033.300031.00004.3766

行业调整阶段,龙头竞争优势凸显

华策影视

行业进入调整期,精品化趋向确立,本钱构造改善。 自去年以来行业开端发作一系列变化,概括为以下四点: 1)行业监管从严,次要针对内容价值导向、内容制造本钱构造、行业税收三小气面; 2)供应端出清,下游演员本钱有下降趋向; 3)观众审美体验丰厚,内容精品化趋向确立,传导至渠道方表现的是购剧需求发作变化,并进一步倒逼下游内容方做出改动; 4)下游渠道内容收入压力居高不下,加大自制投入占比。经过剖析电视剧产业链变化状况,我们对行业的增长阶段以及影视剧制造公司的增长逻辑停止总结,得出以下三点结论: 1)目前电视剧行业已辞别高增长时代,进入调整阶段; 2) 电视剧产能短期难以扩张, 行业无效供应缺乏以及优质内容的稀缺性使得头部剧价钱大约率持续下跌; 3)精品化趋向确立,行业本钱构造无望改善,利好龙头市场份额提升。

精品剧波动、继续输入,探究多范畴、全球化规划。 华策影视竞争优势突出,无论是电视剧产量还是质量均位居行业第一。 从财务状况、运营才能来看,公司与同行业相比运营才能更强、品牌效应与产品力也更具优势。其率先建成的工业化消费体系,将大数据剖析使用于内容 IP 搜集评价、影视制片、渠道协作等各方面,保证精品内容的波动输入。此外公司放慢内容衍生范畴规划,在电视剧出海、艺人经纪、广告营销等方面获得较快开展,将来无望逐渐奉献业绩。

给予“引荐”评级。 公司是稳健生长的全网剧龙头, 业绩坚持较快增长,具有完善的工业化制造体系,竞争优势分明优于同行业,将来看好公司受害于头部剧价钱下跌、 行业格式改善以及衍生业务规划带来的 成 长 空 间 。 我 们 预 计 公 司 2018-2020 年 实 现 营 业 收 入65.57/79.34/93.29 亿元,归母净利润 7.82/10.02/11.82 亿元, EPS 为0.44/0.56/0.67 元,以后股价对应 PE为 20.48/16.00/13.56 倍。参考同行业估值程度并思索公司龙头位置带来的估值溢价,给予公司 2019 年20-22 倍 PE,对应合理价钱区间为 11.2-12.32 元,给予“引荐”评级。

风险提示: 行业监管进一步趋严,精品剧项目推进不及预期, 视频网站缩减内容收入本钱

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