±¾ÖÜоÇ飬ÉÏÊй«Ë¾¶¼×öÁËɶ£¿£¡
Ðû²¼ÈÕÆÚ£º
2017-05-25

ä¯ÀÀ´ÎÊý£º

1747

IC¹ÉÒ»ÖÜÕǵøÅÅÐаñ

¹ÉƱ´úÂë

¹«Ë¾

ÖÜÕÇ·ù

603501

Τ¶û¹É·Ý

58.40%

300493

ÈóÐÀ¿Æ¼¼

5.19%

002180

°¬ÅÉ¿Ë

4.17%

000938

×Ϲâ¹É·Ý

0.58%

300223

±±¾©¾ýÕý

0.08%

000062

ÉîÛÚ»ªÇ¿

-0.13%

603160

»ã¶¥¿Æ¼¼

-0.46%

600460

º¼ÖÝÊ¿À¼Î¢

-0.63%

300131

Ó¢ÌÆÖÇ¿Ø

-0.70%

002156

ͨ¸»Î¢µç

-0.96%

01385.HK

ÉϺ£¸´µ©

-1.01%

300077

¹úÃñÊÖÒÕ

-1.36%

300053

Å·±ÈÌØ

-1.56%

300046

̨»ù¹É·Ý

-1.91%

02166.HK

оÖǿعÉ

-2.23%

600171

ÉϺ£±´Áë

-2.46%

000636

·ç»ª¸ß¿Æ

-2.65%

00085.HK

Öйúµç×Ó

-2.74%

01347.HK

»ªºç°ëµ¼Ìå

-3.08%

600198

´óÌƵçÐÅ

-3.18%

603005

¾§·½¿Æ¼¼

-3.27%

300373

Ñï½Ü¿Æ¼¼

-3.52%

600360

¼ªÁÖ»ªÎ¢

-3.53%

300184

Á¦Ô´ÐÅÏ¢

-3.58%

300183

¶«ÈíÔز¨

-3.67%

002079

ËÕÖݹÌï½

-3.84%

002185

»ªÌì¿Æ¼¼

-3.85%

603986

Õ×Ò×Á¢Òì

-4.07%

300327

ÖÐÓ±µç×Ó

-4.15%

00400.HK

¿Æͨо³Ç

-4.29%

000733

Õñ»ª¿Æ¼¼

-4.31%

002151

±±¶·ÐÇͨ

-4.53%

300458

È«Ö¾¿Æ¼¼

-4.54%

300613

¸»å«Î¢

-4.64%

00981.HK

ÖÐо¹ú¼Ê

-4.77%

600584

³¤µç¿Æ¼¼

-5.50%

03355.HK

ÉϺ£ÏȽø

-5.75%

300623

½Ý½Ý΢µç

-5.81%

002138

˳Âçµç×Ó

-7.39%

±¾ÖܼòѶ

¡ÑΤ¶û¹É·Ý5ÔÂ4ÈÕÉÏ°¶ÉϽ»ËùÉÏÊÐ

¡ÑÕ×Ò×Á¢Òì¶ÔÈ«×Ê×Ó¹«Ë¾ºÏ·Ê¸ñÒ×¾ÙÐÐÔö×Ê

¡ÑÈóÐÀ¿Æ¼¼£ºÐÀʤͶ×ʼõ³Ö350Íò¹É

¡ÑÖÐо¹ú¼Ê£ºÎ´À´ÈýÄ긴ºÏÔöÌíÂÊÄ¿µÄ20%

¡ÑÎÞÎýÁ¦Ð¾Î¢µç×ÓÄ⸰ÉϽ»ËùÉÏÊÐ


1¡¢Î¤¶û¹É·Ý5ÔÂ4ÈÕÉÏ°¶ÉϽ»ËùÉÏÊÐ

ÉϺ£Î¤¶û°ëµ¼Ìå¹É·ÝÓÐÏÞ¹«Ë¾¹ÉƱÓÚ2017Äê5ÔÂ4ÈÕÔÚÉϺ£Ö¤È¯ÉúÒâÓªÒµËùÉÏÊС£¹ÉƱ¼ò³Æ¡°Î¤¶û¹É·Ý¡±£¬¹ÉƱ´úÂë¡°603501¡±£¬¿¯ÐмÛÇ®7.02Ôª/¹É£¬±¾´Î¹ûÕ濯ÐеĹÉƱÊýÄ¿4160Íò¹É£¬¹ûÕ濯ÐкóµÄ×ܹɱ¾41600Íò¹É¡£¿ªÅ̺ó£¬NΤ¶û¶¥¸ñ´óÕÇÖÁ44%±»ÔÝʱͣÅÆ¡£¸ü¶àÏêÇéÍƼöÔĶÁ£ºµÚÒ»¼Ò£¡±¾ÍÁ·ÖÏú+Éè¼Æ»ì´î°ëµ¼ÌåÆóÒµÆô¶¯IPO£¡



2¡¢Õ×Ò×Á¢Òì¶ÔÈ«×Ê×Ó¹«Ë¾ºÏ·Ê¸ñÒ×¾ÙÐÐÔö×Ê

2017Äê5ÔÂ3ÈÕ£¬±±¾©Õ×Ò×Á¢ÒìÐû²¼Í¨¸æ£¬¹«Ë¾½«ÕÙļ×ʽðͶ×ÊÏîÄ¿Ö®¡°Ñз¢ÖÐÐĽ¨ÉèÏîÄ¿¡±µÄʵÑéÖ÷ÌåÓɹ«Ë¾±ä»»Îª¹«Ë¾È«×Ê×Ó¹«Ë¾ºÏ·Ê¸ñÒ×¼¯³Éµç·ÓÐÏÞ¹«Ë¾£¬ ²¢ÒÔÑз¢ÖÐÐĽ¨ÉèÏîÄ¿ÕÙļ×ʽðרÏîÕË»§ËùÓÐÓà¶î£¨º¬ÒøÐдæ¿îÀûÏ¢¡¢½á¹¹ÐÔ´æ¿î±¾½ð¼°ÊÕÒ棩¶ÔºÏ·Ê¸ñÒ×¾ÙÐÐÔö×Ê¡£ºÏ·Ê¸ñÒ×Íê³ÉÁËÉÏÊöÔö×ÊÊÂÏîµÄ¹¤É̱任¹ÒºÅ£¬±ä»»ºó×¢²á×ÊԴΪ¡°19614178Ôª¡±¡£



3¡¢ÈóÐÀ¿Æ¼¼£ºÐÀʤͶ×ʼõ³Ö350Íò¹É

ÈóÐÀ¿Æ¼¼£¨300493£©5ÔÂ4ÈÕÍí¼äͨ¸æ£¬¹«Ë¾³Ö¹É5%ÒÔÉϹɶ«ÉϺ£ÅÍʯÐÀʤͶ×ʺÏ×ÊÆóÒµ£¨ÓÐÏÞºÏ×Ê£©ÓÚ5ÔÂ3ÈÕÒÔ´ó×ÚÉúÒâÓªÒµ£¬¼õ³Ö¹«Ë¾350Íò¹É¹É·Ý£¬Õ¼×ܹɱ¾µÄ1.17%£¬¼õ³Ö¾ù¼ÛΪ14.17Ôª/¹É¡£´Ë´Î¼õ³Öºó£¬ÐÀʤͶ×ʳֹÉ3025Íò¹É£¬Õ¼×ܹɱ¾µÄ10.08%¡£ÐÀʤͶ×ÊΪ¹«Ë¾Ê״ιûÕ濯ÐÐÇ°³Ö¹É¹É¶«¡£



4¡¢ÖÐо¹ú¼Ê£ºÎ´À´ÈýÄ긴ºÏÔöÌíÂÊÄ¿µÄ20%

×î½üÖÐоÐû²¼½¨ÒéÏ÷¼õ¹É±¾Òç¼Û£¬µÖÏúÀۼƿ÷Ë𣬴ӶøΪδÀ´ÅÉÏ¢×÷×¼±¸¡£ ÖÎÀí²ãÔÚÄ걨ÖÐÌåÏÖ£¬2016ÖÁ2019ÄêÊÕÈëÄ긴ºÏÔöÌíÂʵÄÄ¿µÄΪ20%£¬·´Ó¦¶ÔÔ¶¾°¾ß±¸ÐÅÐÄ¡£2016Ä꼯ÍÅÓ¯Àû29.2ÒÚÔªÃÀÔª£¬ÔöÌí49%£¬±ß¼ÊÀûÈóÂÊ13%£¬ÎªÏòÀ´×î¸ß¡£



5¡¢ÎÞÎýÁ¦Ð¾Î¢µç×ÓÄ⸰ÉϽ»ËùÉÏÊÐ

Ö¤¼à»áÍøÕ¾Åû¶µÄIPOÆóÒµÅŶÓÇéÐÎÏÔʾ£¬ÎÞÎýÁ¦Ð¾Î¢µç×ӹɷÝÓÐÏÞ¹«Ë¾ÄâÓÚÉϽ»ËùÉÏÊУ¬ÏÖÔÚÉóºË״̬Ϊ¡°ÒÑ·´Ï족¡£¾ÝϤ£¬ÎÞÎýÁ¦Ð¾Î¢µç×ÓÓÉÎÞÎýÊд´ÒµÍ¶×ÊÓÐÏÞ¹«Ë¾¡¢ÎÞÎýÊпƴïÁ¢ÒìͶ×ÊÓÐÏÞ¹«Ë¾ºÍ×ÔÈ»ÈËÁÎÓÂÅäºÏ½¨ÉèµÄÒ»¼Òרҵ´ÓÊ°뵼Ì弯³Éµç·¼°°ëµ¼Ìå·ÖÁ¢Æ÷¼þµÄÉè¼Æ¡¢¼Ó¹¤¡¢ÏúÊÛµÄICÉè¼Æ¹«Ë¾¡£



±¾ÖÜÍ·Ìõ

¡Ñ×Ϲâ¹úоΪ³Ô½ø³¤½­´æ´¢»òÔÙÍÆÔö·¢

¡ÑºþÄϹú¿Æ΢µç×ÓIPO¼´½«¹ý»á

¡Ñ´«¸ßͨÓë´óÌƵçÐŽ¨¹ã×ʲú½¨Ð¾Æ¬¹«Ë¾ Ö÷¹¥µÍ¶ËÊг¡

¡Ñ¾§·½¿Æ¼¼£ºÒµ¼¨Á¬ÄêÏ»¬£¬ÊÕµ½ÉϽ»ËùÎÊѯº¯

¡Ñ»ªÌìµç×Ó¾­¼ÃÖ¸±ê´ó·ùÔöÌí

1¡¢×Ϲâ¹úоΪ³Ô½ø³¤½­´æ´¢»òÔÙÍÆÔö·¢

5ÔÂ4ÈÕ£¬×Ϲâ¹úоÐû²¼Í¨¸æ³Æ£¬ÒÑÓëºþ±±×Ϲâ¹úÆ÷¿Æ¼¼¿Ø¹ÉÓÐÏÞ¹«Ë¾£¨ÒÔϼò³Æ×Ϲâ¿Ø¹É£©¾Í³¤½­´æ´¢µÄÖØ×éÇ©Êð¿ò¼ÜЭÒ飬µ«ÎÞ·¨°´Ô­ÍýÏëÔÚ5ÔÂ20ÈÕÅû¶ÖØ×éÔ¤°¸¡£¾ÝϤ£¬×Ϲâ¹úоÓÚ4ÔÂ19ÈÕÊ×´ÎÅû¶ÖØ×é±êµÄΪ³¤½­´æ´¢£¬Äâͨ¹ý¿¯ÐйɷÝÊÕ¹º±êµÄ¹«Ë¾ËùÓлò²¿·Ö¹ÉȨ¡£
³¤½­´æ´¢Êǹú¼Ò´æ´¢Æ÷»ùµØÏîĿʵÑéÖ÷Ì幫˾£¬½¨ÉèÖ®³õ£¬×Ϲâ¿Ø¹ÉÒÔÇ®±Ò³ö×Ê197ÒÚÔª£¬³Ö¹É±ÈÀý´ï51.04%¡£×Ϲâ¹úо¶Ô³¤½­´æ´¢µÄÖØ×éÒ»·½ÃæÊÇΪÏàʶ¾öͬҵ¾ºÕùÎÊÌ⣬ÁíÒ»·½Ã棬×Ϲâ¹úо»òÔÚÍⲿ²¢¹ºÒ»ÔÙÊÜ´ìµÄÅä¾°Ï£¬ÔÝתÄÚ²¿ÕûºÏ¡£
×Ϲâ¹úо֤ȯ²¿ÊÂÇéÖ°Ô±ÌåÏÖ£¬¡°»ù±¾ÉÏÊǷǹûÕ濯ÐС±£¬¶øÏêϸµÄ½ð¶î£¬»¹ÐèÆÚ´ýÆÀ¹À»ú¹¹³ö¾ßµÄ±¨¸æ¡£²»¹ý£¬ÔÚ³ö×ÊÉèÁ¢Ê±³¤½­´æ´¢51%µÄ¹ÉȨ¾ÍÒÑÆÆ·ÑÁË×Ϲâ¿Ø¹É197ÒÚÔª¡£¾Ý´Ë¹ÀÖµÍÆË㣬×Ϲâ¹úоµÄÔö·¢¹æÄ£»ò½«Áè¼Ý°ÙÒÚÔª¡£



2¡¢ºþÄϹú¿Æ΢µç×ÓIPO¼´½«¹ý»á

2017Äê5ÔÂ3ÈÕ£¬Ö¤¼à»áÍøÕ¾Ðû²¼ºþÄϹú¿Æ΢µç×ӹɷÝÓÐÏÞ¹«Ë¾´´Òµ°åÊ״ιûÕ濯ÐйÉƱÕйÉ˵Ã÷Ê飬Òâζ×ÅÓÐÒ»¼ÒICÉè¼Æ¿´·¨¹É¼´½«IPO¹ý»á¿¯ÐС£ºþÄϹú¿Æ΢µç×ӹɷÝÓÐÏÞ¹«Ë¾£¨¡°¹ú¿Æ΢µç×Ó¡±£©½¨ÉèÓÚ2008Ä꣬×ܲ¿ÉèÔÚ³¤É³£¬²¢Ôڳɶ¼¡¢ÉϺ£¡¢ÉîÛÚ¡¢±±¾©ÉèÓÐÑз¢ÖÐÐÄ»ò·Ö×Ó¹«Ë¾£¬ÏÖÓÐÑз¢ÍŶÓ500¶àÈË£¬ÊÇÊ×¼Ò»ñµÃ¹ú¼Ò¼¯³Éµç·¹¤ÒµÍ¶×Ê»ù½ð×¢×ʵļ¯³Éµç·Éè¼ÆÆóÒµ£¬Ò²ÊÇÊ׼ҳнӹú¼Ò¿Æ¼¼ÖØ´óרÏîµÄºþÄϼ¯³Éµç·ÆóÒµ¡£
¾ÝϤ£¬¹ú¿Æ΢µç×ÓÿÄ꽫ÏúÊÛÊÕÈëµÄ30%ÓÃÓÚÑз¢£¬ºã¾ÃÖÂÁ¦Óڹ㲥µçÊÓ¡¢°²·À¼à¿Ø¡¢¹Ì̬´æ´¢¡¢ÎïÁªÍøµÈÁìÓò´ó¹æÄ£¼¯³Éµç·¼°½â¾ö¼Æ»®¿ª·¢£¬ÏȺóÍƳöÁËNDS¸ß°²½âÂëоƬ¡¢H.265¸ßÇåоƬ¡¢¸ß¶ËÒôÏìоƬ¡¢¸ß¶Ë¹Ì̬´æ´¢¿ØÖÆоƬ¡¢¸ßÇå°²·À¼à¿ØоƬµÈһϵÁÐÓµÓн¹µã×ÔÖ÷֪ʶ²úȨµÄоƬ£¬ÔÚ¶à¸öÁìÓòÌî²¹º£ÄÚ¿Õȱ¡¢ÊµÏÖÌæ»»Èë¿Ú¡£



3¡¢´«¸ßͨÓë´óÌƵçÐŽ¨¹ã×ʲú½¨Ð¾Æ¬¹«Ë¾ Ö÷¹¥µÍ¶ËÊг¡

Êг¡´«³ö£¬È«ÇòÊÖ»úоƬÁúÍ·¸ßͨ£¨Qualcomm£©½«ºÍ´ó½µçÐÅ×°±¸ÉÌ´óÌƵçÐÅ£¬ÒÔ¼°°ëµ¼Ìå»ù½ðÖ®Ò»µÄ±±¾©½¨¹ã×ʲúЯÊÖ£¬ÔÚµÚ3¼¾ÁªÊÖ½¨ÉèеÄÊÖ»úоƬ¹«Ë¾£¬½«Ö÷¹¥µÍ¶ËÊг¡£¬ÓëÁª·¢¿Æ¡¢Õ¹Ñ¶ÇÀÊС£ÓÐÐÂÎųÆ£¬¸ßͨÒѾ­ºÍ´óÌÆ¡¢½¨¹ãµÈ¸æ¿¢Ð­Ò飬Ԥ¶¨7ÔÂÖÁ8Ô¼佫¶ÔÍâÐû²¼ÓÚ´ó½ÐÂÉèÊÖ»úоƬ¹«Ë¾£»´óÌƺͽ¨¹ãµÄ³Ö¹É±ÈÀý½«»á¹ý°ë£¬¾ß±¸Ö÷µ¼È¨£¬¸ßͨÔòÊÎÑÝ×îÖ÷ÒªµÄÊÖÒÕÖ§³Ö½ÇÉ«¡£


0.jpg


ÀûÊлúоƬÉú̬À´¿´£¬10ÃÀÔªÒÔϼÛÇ®´øµÄ¹©Ó¦ÉÌÒÔÁª·¢¿ÆºÍչѶΪÖ÷¡£·¨ÈËÒÔΪ£¬Ò»µ©¸ßͨºÍ´óÌƵĺÏ×ʹ«Ë¾Ë³ËìÉÏ·£¬Ö÷Òª¾ºÕù¹¤¾ß½«ÊÇÁª·¢¿ÆºÍչѶ£¬ÆäÖÐÓÖÒÔÁª·¢¿ÆÊ×µ±Æä³å¡£



4¡¢¾§·½¿Æ¼¼£ºÒµ¼¨Á¬ÄêÏ»¬£¬ÊÕµ½ÉϽ»ËùÎÊѯº¯

2017Äê5ÔÂ3ÈÕÏÂÕ½Ê飬¾§·½¿Æ¼¼£¨603005£©ÊÕµ½ÉϺ£Ö¤È¯ÉúÒâÓªÒµËù¡¶¹ØÓÚ¶ÔËÕÖݾ§·½°ëµ¼Ìå¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾2016ÄêÄê¶È±¨¸æµÄʺóÉóºËÎÊѯº¯¡·£¬ÒªÇ󾧷½¿Æ¼¼½øÒ»²½Ôö²¹Åû¶ÒÔÏÂÎå¸ö·½ÃæµÄÐÅÏ¢ÄÚÈÝ¡££¨1£©Òµ¼¨Ò»Á¬Ï»¬¡£Ä걨ÏÔʾ£¬¹«Ë¾½üÈýÄê¾»ÀûÈó»®·ÖΪ19,631ÍòÔª¡¢11,328ÍòÔªºÍ5,275ÍòÔª£¬2015Äêͬ±ÈϽµ42.30%£¬2016Äêͬ±ÈϽµ53.43%¡£
£¨2£©¹ØÁªÉúÒâÓªÒµÕ¼½ÏÁ¿¸ß¡£Omnivision Technologies Singapore Pte Ltd£¨ÒÔϼò³ÆOV£©ÊǾ§·½¿Æ¼¼µÄ¹ØÁª·½£¬½üÈýÄ깫˾Ïò¶Ô·½ÏúÊÛÉÌÆ·/ÌṩÀÍÎñ»®·ÖʵÏÖÊÕÈëռͬÆÚµÄ18.02%¡¢32.50%ºÍ38.48%£¬ÓëOVÖ®¼äµÄ¹ØÁªÉúÒâÓªÒµÕ¼½ÏÁ¿¸ß¡£
£¨3£©Ó¦ÊÕÕË¿îÖÜת»ºÂý¡£¾§·½¿Æ¼¼2016ÄêβӦÊÕÕË¿îÓà¶î1.10ÒÚÔª£¬½ÏÈ¥ÄêÔöÌí112.31%£¬Ó¦ÊÕÕË¿îÖÜתÂÊ4.65£¬½ÏÈ¥Äê´ó·ùϽµ¡£
£¨4£©·Ö¼¾¶ÈÒµ¼¨²»ÔȳÆ¡£2016Äê¸÷¼¾¶È£¬¾§·½¿Æ¼¼¿Û·Çºó¾»ÀûÈó»®·ÖΪ1053ÍòÔª¡¢417ÍòÔª¡¢75ÍòÔªºÍ1826ÍòÔª£¬¼¾¶È¼ä²î±ð½Ï´ó¡£
£¨5£©×¨×¢ÓÚ´«¸ÐÆ÷ÁìÓòµÄ·â×°²âÊÔÓªÒµ¡£ÒÀÄ걨·ÖÀà¿Ú¾¶£¬¾§·½¿Æ¼¼²úÆ·¿ÉÒÔ·Ö¾§Ô²¼¶·â×°ºÍ·Ç¾§Ô²¼¶·â×°£¬ÆäÖзǾ§Ô²¼¶·â×°±¾ÆÚÏúÊÛ4588.67Íò¿Å£¬Ïà±ÈÈ¥ÄêïÔÌ­40.59%¡£
ר¼ÒÆÊÎö£¬¾§·½¿Æ¼¼²»µ«ÔÚCMOSоƬÏȽø·â×°ÁìÓò¾ß±¸ÉîÖ¿µÄÊÖÒÕ»ýÀۺ͸»ºñµÄÉú²úÂÄÀú£¬ÕÕ¾ÉÈ«ÇòTSVÊÖÒÕÁìÏÈÕߣ¬ÓÐÍûÊÜÒæÓÚÐÐÒµµÄлúÔµ¡£



5¡¢»ªÌìµç×Ó¾­¼ÃÖ¸±ê´ó·ùÔöÌí

ÌìË®»ªÌìµç×Ó¼¯ÍŽñÄêÒ»¼¾¶ÈÖ÷Òª¾­¼ÃÖ¸±êʵÏÖ´ó·ù¶ÈÔöÌí£¬Íê³É¹¤Òµ×ܲúÖµ18.08ÒÚÔª£¬°ëµ¼Ìå·â²â²úÆ·²úÁ¿61.89ÒÚÖ»£¬ÏúÊÛ¶î17.92ÒÚÔª£¬ÉϽÉË°½ð£¨ÌìË®±¾²¿£©4219.49ÍòÔª£¬Í¬±È»®·ÖÔöÌí32.28%¡¢53.63%¡¢34.31%ºÍ68.41%¡£Íê³ÉÊÕÖ§¿ÚÖµ75705ÍòÔª£¬ÆäÖÐÍê³ÉÈë¿Ú40449ÍòÔª£¬³ö¿Ú35256ÍòÔª£¬Í¬±È»®·ÖÔöÌí42.43%¡¢56.08%ºÍ29.44%¡£2016Ä꼯ÍÅÔÚÈ«Çò¼¯³Éµç··â×°ÐÐÒµÖÐÅÅÃûµÚÁù£¬¼¯Íż¯³Éµç··â×°ÊÕÈëλ¾Óº£ÄÚÙÉÐÐÉÏÊÐÆóÒµµÚ¶þ£¬¾»ÀûÈóÂÊ´¦º£ÄÚÙÉÐÐÉÏÊÐÆóÒµµÚÒ»¡£½ñÄ껪Ììµç×Ó¼¯ÍÅÕûÄêÍýÏëÁ¦ÕùÍê³ÉÏúÊÛ¶î80ÒÚÔª£¬°ëµ¼Ìå·â²â²úÆ·²úÁ¿200ÒÚÖ»£¬¼¯ÍÅÍýÏëÍê³ÉÊÕÖ§¿Ú×ÜÖµ30ÒÚÔª¡£
ȪԴÓÚ΢ÐÅ£ºfanqinZZ