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股票:次新股迎转势时光,两维度挖掘高成长潜力股【股票】

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发表于 2017-7-3 11:44:17 | 显示全部楼层 |阅读模式
         股票:次新股迎转势时光,两维度挖掘高成长潜力股【股票】回顾上半年的热点:一季度次新股、四五月份雄安概念、6月份白马股,热点都是在不断地轮动,那么7月份大概率不会再是白马股行情。鉴于A股热点轮动的特点,白马股由于上涨之后,大多数个股也逐渐上升至波段估值的上限,当估值优势即将消失的时候,白马也会被新的热点替换。次新股一定要突破3月23日下跌以来的趋势线上轨,次新股才会迎来转势。而这条上轨的压力从前段时间的1190下移至1170点,而上周五又下移到1160点附近,深次新股周五最高1150点,距离上轨越来越近。从周五盘面来看,次新股表现明显强势,在大盘纠结的重要关口,次新股的异动耐人寻味,投资者需重点关注7月份可能出现的热点转换。中信建投认为,过往的成长性是衡量牛股的标准之一,筛选出2013-2016年间收入和归母净利润复合增速均在30%以上的公司(2015年后上市的公司),共计39家,分别是先导智能、科森科技、吉比特、汇顶科技、赢合科技、博世科、星云股份、亚翔集成、博迈科、蓝海华腾、荣泰健康、透景生命、北部湾旅、国泰君安、长川科技、拓斯达、广和通、万达电影、亿联网络、延江股份、威星智能、开润股份、富瀚微、欧普康视、视源股份、龙马环卫、唐德影视、新泉股份、恒为科技、科达利、熙菱信息、安图生物、传艺科技、国恩股份、众兴菌业、万孚生物、星源材质、好莱客、康泰生物。
        从基本面选股,建议挖掘新兴产业稀缺性龙头,此类公司所处的产业往往刚开始兴起,但是潜在的市场规模较大,比如欧普康视所做的硬性角膜塑形镜,是经过临床验证的非手术近视矫正的三类医学器械,产品的价值在于能够有效抑制近视的进一步加深,粗略估算,目前在青少年近视群体中,角膜塑形镜的渗透率不足0.5%,潜在市场空间巨大。从客户角度出发来看,C端客户带来天然的消费属性,受经济波动因素影响较小。竞争壁垒来看,欧普康视是唯一可以售卖硬性角膜塑形镜的国内公司,资质壁垒为公司中期提供了良好的护城河。从成熟大市场的进口替代角度看,电子产业链来看,市场本身相对比较成熟,而且产业体量巨大。最近几年,国产厂商不断在电子产业链实现技术突破,尤其是结构件等技术壁垒不是特别高的领域,从而逐渐蚕食日本、台湾、韩国等企业的市场份额。终端市场来看,OPPO、VIVO等国产智能手机厂商与京东方等面板厂商的崛起,也逐渐带动一批电子零部件公司的崛起。鉴于巨大的市场规模,一旦成功切入大体量下游客户则成长性可期比如做电子元器件载带的洁美科技、做湿电子化学品的江化微,还有FPC领域的弘信电子等。



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发表于 2018-3-31 11:44:18 | 显示全部楼层
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发表于 2018-5-26 10:37:15 | 显示全部楼层
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