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书名:定西孟诽新能源贝博软件下载|作者:笑无语|本书类别:古言|更新时间:00:22:18|字数:3896字

????中信证券电子行业首席分析师黄宇(音译)即将进入一个新的创新周期。到2019年,运营商将加快对5G网络建设的投资,预计电子终端产品将迎来一个新的由运营商和品牌工厂驱动的创新周期。在2019年5G终端的第一年,应用场景变得越来越清晰。电子行业即将进入新一轮的创新周期。创新性地提出了电子产业的创新周期模型:一个完整的电子创新周期可以分为创新期、渗透期和稳定期。从历史上看,每一轮电子工业的创新周期主要由通信代际升级所驱动,持续5-8年。我们认为,2017-18是4G时代稳定和成熟的时期。2019年,运营商将加快5G网络建设投资,预计电子终端产品将在运营商和品牌工厂的推动下迎来新一轮的创新周期。在2019年5G终端的第一年,应用场景变得越来越清晰。iPhone X的主要创新基本上是对4G到5G过渡期的早期探索。Android阵营预计在2019年推出几款5G手机,而苹果将在2020年推出5G版本的iPhone。5G将在4G的基础上增加三个新的应用和服务,即大规模物联网、关键任务服务和增强型移动宽带。预计AI、VR/AR和车辆网络的应用场景将在未来继续成熟。在5G创新周期中,管道投资占主导地位,与通信设备高度相关的电子细分领域有望发挥主导作用。随着终端种类的增加和交换周期的缩短,终端的材料、结构和交互模式都带来了一场革命,这带来了供应链中价格-数量上升的可能性。新一代终端在历史上首次投入使用后的第二至第五年是一个快速渗透时期。据估计,5G终端将在2020-23年迅速发布。对于元器件,天线、射频前端、高频高速材料/PCB、3D光学等是我们的最爱。投资建议:电子产业即将进入以5G为主线的创新周期。在创新初期,即2019年,我们判断整个行业的估值预期将反弹,然后进入一个业绩释放期,由成交量和价格的上涨驱动。我们对适合5G创新的细分行业持乐观态度。对于公司而言,后4G时代的扩张能力或商业壁垒确保了它从集中度的提高中获益,而5G的前瞻性布局则为它打开了中长期的发展空间。主要推荐立信精密、三环集团、欧飞科技、顺洛电子、沈南电路、上海电信等。新浪声明:新浪为了传递更多信息而张贴这篇文章并不意味着它同意自己的观点或确认自己的描述。本文的内容仅供参考,不构成投资建议。投资者根据自己的风险进行操作。责任编辑:曹洁

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