电子行业专题研究关注特斯拉降价及戴尔产业链重构-230108.pdf

免责声明和披露以及分析师声明是报告的一部分，请务必一起阅读。1 证券研究报告 电子电子 关注特斯拉降价关注特斯拉降价及戴尔产业链重构及戴尔产业链重构 华泰研究华泰研究 电子电子 增持增持 (维持维持)研究员 黄乐平，黄乐平，PhD SAC No.S0570521050001 SFC No.AUZ066 +(852)3658 6000 研究员 陈旭东陈旭东 SAC No.S0570521070004 SFC No.BPH392 +(86)21 2897 2228 研究员 丁宁丁宁 SAC No.S0570522120003 +(86)21 2897 2228 研究员 张皓怡张皓怡 SAC No.S0570522020001 +(86)21 2897 2228 研究员 刘溢刘溢 SAC No.S0570522070002 +(86)21 2897 2228 联系人 张宇张宇 SAC No.S0570121090024 SFC No.BSF274 +(86)10 6321 1166 联系人 胡宇舟胡宇舟 SAC No.S0570121040041 SFC No.BOB674 +(852)3658 6000 联系人 黄礼悦黄礼悦 SAC No.S0570121070191 SFC No.BRH099 +(852)3658 6000 行业行业走势图走势图 资料来源：Wind，华泰研究 重点推荐重点推荐 股票名称股票名称 股票代码股票代码 目标价目标价 (当地币种当地币种)投资评级投资评级 蔚来 NIO US 18.00 买入 理想汽车-W 2015 HK 140.00 买入 资料来源：华泰研究预测 2023 年 1 月 08 日中国内地 专题研究专题研究 华泰华泰观点观点：特斯拉特斯拉降价显示行业竞争加剧，产品力决定最终谁能胜出降价显示行业竞争加剧，产品力决定最终谁能胜出 周五特斯拉宣布 Model 3/Y 基础版以及长续航版降价 9.5%13.5%，性能版降价 5%9.5%，引发投资人对中国电动车市场竞争加剧的担忧，周五蔚来/理想/小鹏分别下跌 4.5%/9.2%/15.0%。我们认为，2023 年电动车将重新进入疫情前的价格持续下降通道。短期来看，产品价格快速下降反映出产品力下降、需求不足和竞争加剧。但长期来看，产业链成本持续降低，是新能源渗透率增长的最强劲动力，能够通过技步和规模持续提升驱动产品性价比的企业会逐渐从竞争激烈的市场中脱颖而出，建议关注当前仍处在快速增长的企业蔚来汽车、理想汽车。华泰观点：关注戴尔华泰观点：关注戴尔科技科技及惠普供应链重构及惠普供应链重构 日经亚洲 1 月 5 日报道，戴尔科技计划在 2024 年前停用中国制造芯片，并告知供应商大幅减少其他中国产部件的数量，包括外企中国工厂的产品，除芯片外，还要求 PCB 等供应商为在越南等国生产做准备。惠普也开始类似评估。1 月 3 日,紫光公告惠普实体将向紫光国际出售其持有的新华三 49%的股权，新华三是中国主要交换机、服务器、存储器厂商（2021 份额：31.9/15.0/12.8%）。据 IDC，2022 年全球 PC/服务器产值达 2400/1200 亿美金，戴尔和惠普约占 PC/服务器 35/27%，全球 60-80%PC 和服务器由富士康、广达、仁宝等在中国生产，建议关注戴尔科技、惠普供应链重构影响。A 股：股：SW 电子上涨电子上涨 2.16%，跑输上证指数（，跑输上证指数（+2.2%）上周全部 A 股日均成交额合计 8,142 亿元，环比上升 28.1%。电子板块涨幅居前企业包括：德赛西威（+17.0%）、华阳集团（+15.0%）、经纬恒润（+11.0%）；跌幅居前企业包括：立讯精密（-9.1%）、华峰测控（-5.5%）。北向资金上周合计净流入 200 亿元，主要增持歌尔股份、韦尔股份、斯达半导，减持紫光国微、三环集团、蓝思科技。TMT 其它板块，SW 通信涨 5.1%，SW 计算机涨 5.2%，SW 传媒涨 2.3%。港股：港股：恒生科技指数上涨恒生科技指数上涨 7.3%，跑赢恒生指数（，跑赢恒生指数（+6.1%）上周全部港股日均成交额合计 1,200 亿港元，环比上升 45.2%。恒生科技主要成分股中涨幅居前的企业包括：明源云（+23.5%）、阅文集团（+21.3%）、阿里巴巴（+17.8%）；跌幅居前企业包括：瑞声科技（-6.7%）、京东健康（-3.6%）、舜宇（-3.3%）。传媒互联网板块，百度涨 14.0%，腾讯涨 10.1%，快手涨 10.1%，美团涨 4.6%。南向资金上周合计净流入 112 亿元，主要增持腾讯、中国移动、比亚迪，减持美团、中国电信、舜宇。海外：海外：纳斯达克中概股上涨纳斯达克中概股上涨 13.6%，纳指上涨，纳指上涨 1.0%，标普，标普 500 上涨上涨 1.4%上周纳斯达克中概股涨 13.6%，纳指涨 1.0%，标普 500 涨 1.4%，费城半导体指数涨 4.1%。十年期美债利率下跌 33bp 至 3.55%。半导体板块涨幅居前为镁光（+13.6%）、SK 海力士（+10.8%）、阿斯麦（+9.5%），跌幅较大的为 AMD（-1.3%）。互联网板块：Meta 涨 8.0%，SEA 涨 7.0%，亚马逊涨 2.5%，谷歌跌 0.6%。美股汽车板块：蔚来汽车涨 6.4%，理想汽车涨2.6%，小鹏汽车涨 1.7%，特斯拉跌 8.2%。上周比特币涨 2.4%。风险提示：海外疫情升级风险，宏观下行风险，创新品渗透不及预期风险。本研报中涉及到未上市公司或未覆盖个股内容，均系对其客观公开信息的整理，并不代表本研究团队对该公司、该股票的推荐或覆盖。(39)(29)(19)(9)1Jan-22May-22Sep-22Jan-23(%)电子沪深300 免责声明和披露以及分析师声明是报告的一部分，请务必一起阅读。2 电子电子 图表图表1：华泰电子华泰电子/通信通信 2023 年年重点推荐公司组合重点推荐公司组合 YTD 收益率收益率 注：重点推荐公司包括圣邦股份（300661 CH）、斯达半导（603290 CH）、晶晨股份（688099 CH）、长光华芯（688048 CH）、立讯精密（002475 CH）、顺络电子（002138 CH）、舜宇光学科技（2382 HK）、蔚来（NIO US）、中国移动（600941 CH）、国博电子（688375 CH）、海康威视（002415 CH）、奕瑞科技（688301 CH），重点推荐标的等额持仓；具体参见华泰科技于 2023 年 1 月 4 日发布的报告2023:关注内需,创新,安全三条主线 资料来源：Wind，华泰研究 图表图表2：NASDAQ100 前向前向 PE 与十年期美债收益率与十年期美债收益率 资料来源：Bloomberg，华泰研究 (1)0123456789102022/12/302022/12/312023/01/012023/01/022023/01/032023/01/042023/01/052023/01/06投资组合收益率恒生科技指数申万电子(%)0.00.51.01.52.02.53.03.54.04.505101520253035402013/012013/052013/092014/012014/052014/092015/012015/052015/092016/012016/052016/092017/012017/052017/092018/012018/052018/092019/012019/052019/092020/012020/052020/092021/012021/052021/092022/012022/052022/092023/01(X)S&P 500前向PE纳斯达克100前向PE10年美债收益率（右轴）(%)XYvZfZhUbYmNzRnPaQ8QaQoMpPmOnOjMqQoPlOnNvM7NoPrQvPoNoQvPoMrP 免责声明和披露以及分析师声明是报告的一部分，请务必一起阅读。3 电子电子 图表图表3：恐惧与贪婪指数和恐惧与贪婪指数和 VIX 恐慌指数走势图恐慌指数走势图 注：指数往上反映投资者对市场越乐观（越贪婪），往下反映投资者对市场越悲观（越恐慌）资料来源：CNN，CBOE，Wind，华泰研究 图表图表4：沽空占市场成交额比例沽空占市场成交额比例 vs 恒生指数恒生指数 注：做空比例=全日卖出金额/（市场成交额-Warrant 和 CBBC 金额）资料来源：Wind，华泰研究 图表图表5：A 股成交额股成交额 vs 万得全万得全 A 指数指数 资料来源：Wind，华泰研究 051015202530354001020304050607080902021/032021/042021/052021/062021/072021/082021/092021/102021/112021/122022/012022/022022/032022/042022/052022/062022/072022/082022/092022/102022/112022/122023/01CNN Fear&Greed IndexCBOE Volatility Index（右轴）5%10%15%20%25%30%15,00017,00019,00021,00023,00025,00027,00029,00031,00033,000Jan-21Feb-21Mar-21Apr-21May-21Jun-21Jul-21Aug-21Sep-21Oct-21Nov-21Dec-21Jan-22Feb-22Mar-22Apr-22May-22Jun-22Jul-22Aug-22Sep-22Oct-22Nov-22Dec-22Jan-23恒生指数沽空比例（右轴）4,0004,5005,0005,5006,0006,50002,0004,0006,0008,00010,00012,00014,00016,00018,0002021-01-042021-02-032021-03-052021-04-042021-05-042021-06-032021-07-032021-08-022021-09-012021-10-012021-10-312021-11-302021-12-302022-01-292022-02-282022-03-302022-04-292022-05-292022-06-282022-07-282022-08-272022-09-262022-10-262022-11-252022-12-25A股成交额万得全A（右轴）(亿元)免责声明和披露以及分析师声明是报告的一部分，请务必一起阅读。4 电子电子 图表图表6：科技硬件板块科技硬件板块半导体公司半导体公司上周股价变动一览上周股价变动一览 注：此表中北向/南向资金流入=北向/南向资金流入股数*周交易均价，使用 Wind 一致预期。资料来源：Wind，华泰研究 2022E2023E2022E2023E1W1MYTD半导体半导体ACMR US盛美半导体USD39 9.6N.A.N.A.N.A.N.A.23.9%23.9%23.9%n.a.n.a.n.a.688508 CH芯朋微CNY81 71.365.135.810.37.210.0%10.0%10.0%n.a.n.a.n.a.688123 CH聚辰股份CNY134 110.536.224.113.69.39.2%9.2%9.2%n.a.n.a.n.a.300327 CH中颖电子CNY132 38.528.622.96.95.48.7%8.7%8.7%0.04.73.9605111 CH新洁能CNY179 84.237.328.29.26.98.5%8.5%8.5%0.53.93.6603501 CH韦尔股份CNY967 81.624.918.54.13.35.8%5.8%5.8%3.071.27.8688052 CH纳芯微CNY340 336.0101.565.619.613.55.8%5.8%5.8%n.a.n.a.n.a.688041 CH海光信息CNY985 42.498.159.419.112.65.6%5.6%5.6%n.a.n.a.n.a.688048 CH长光华芯CNY138 102.093.354.926.916.55.4%5.4%5.4%n.a.n.a.n.a.002156 CH通富微电CNY260 17.227.219.51.31.14.3%4.3%4.3%-0.63.71.71347 HK华虹半导体USD327 28.498.390.314.913.64.2%4.2%4.2%0.051.814.6600584 CH长电科技CNY427 24.013.111.81.21.14.0%4.0%4.0%-0.49.82.4603893 CH瑞芯微CNY299 71.649.933.39.97.14.0%4.0%4.0%0.20.80.6600703 CH三安光电CNY890 17.852.033.26.04.64.0%4.0%4.0%0.01.80.3688256 CH寒武纪-UCNY227 56.7-22.6-35.823.015.83.8%3.8%3.8%n.a.n.a.n.a.688608 CH恒玄科技CNY142 118.147.829.57.65.43.6%3.6%3.6%n.a.n.a.n.a.688595 CH芯海科技CNY59 41.794.634.57.85.73.6%3.6%3.6%n.a.n.a.n.a.688521 CH芯原股份-UCNY227 45.6315.8137.48.46.53.5%3.5%3.5%n.a.n.a.n.a.300672 CH国科微CNY191 88.0N.A.N.A.N.A.N.A.3.5%3.5%3.5%0.01.00.7603160 CH汇顶科技CNY237 51.774.634.15.34.52.9%2.9%2.9%0.00.80.3002185 CH华天科技CNY273 8.521.518.82.01.72.9%2.9%2.9%0.14.31.6688120 CH华海清科CNY246 230.557.236.514.59.12.6%2.6%2.6%n.a.n.a.n.a.688187 CH时代电气CNY677 56.033.128.54.43.82.6%2.6%2.6%0.613.011.4688008 CH澜起科技CNY726 64.154.036.817.811.92.3%2.3%2.3%-0.324.83.5300623 CH捷捷微电CNY155 21.140.325.18.25.22.1%2.1%2.1%-0.21.00.7603290 CH斯达半导CNY574 336.171.551.020.513.72.0%2.0%2.0%1.357.319.4688126 CH沪硅产业-UCNY491 18.0223.6153.313.910.72.0%2.0%2.0%-0.21.30.5688082 CH盛美上海CNY353 81.564.249.212.99.22.0%2.0%2.0%n.a.n.a.n.a.300373 CH扬杰科技CNY275 53.623.818.94.53.51.9%1.9%1.9%0.513.95.2688396 CH华润微CNY708 53.627.224.36.75.61.8%1.8%1.8%-0.57.93.4688012 CH中微公司CNY613 99.554.942.613.510.01.5%1.5%1.5%-0.325.44.2688018 CH乐鑫科技CNY74 91.442.828.24.93.81.4%1.4%1.4%n.a.n.a.n.a.0522 HKASMPTHKD205 56.48.09.11.21.21.3%1.3%1.3%-0.11.90.8002371 CH北方华创CNY1,207 228.359.543.28.36.21.3%1.3%1.3%0.543.53.7688981 CH中芯国际USD1,703 41.727.328.16.76.01.3%1.3%1.3%0.01.50.20981 HK中芯国际USD1,703 16.971.683.918.117.21.1%1.1%1.1%-0.2234.317.7300782 CH卓胜微CNY616 115.544.635.214.912.21.0%1.0%1.0%0.626.05.4300223 CH北京君正CNY342 71.032.425.45.74.70.9%0.9%0.9%-0.35.61.9301269 CH华大九天CNY493 90.7259.8190.261.345.30.7%0.7%0.7%n.a.n.a.n.a.688107 CH安路科技-UCNY258 64.6660.4313.623.015.60.6%0.6%0.6%n.a.n.a.n.a.603986 CH兆易创新CNY686 102.925.021.47.05.60.4%0.4%0.4%0.126.43.9600460 CH士兰微CNY466 32.938.029.15.03.80.3%0.3%0.3%0.710.12.2688206 CH概伦电子CNY121 28.0239.1178.442.529.7-0.6%-0.6%-0.6%n.a.n.a.n.a.688099 CH晶晨股份CNY287 69.526.820.14.53.5-1.4%-1.4%-1.4%0.24.21.4603690 CH至纯科技CNY119 37.032.222.44.03.0-2.2%-2.2%-2.2%0.12.42.0300661 CH圣邦股份CNY593 166.059.246.218.314.0-3.8%-3.8%-3.8%0.235.46.1688072 CH拓荆科技-UCNY263 208.0101.365.517.811.5-4.0%-4.0%-4.0%n.a.n.a.n.a.688536 CH思瑞浦CNY314 261.073.642.615.511.2-5.2%-5.2%-5.2%0.14.62.5688200 CH华峰测控CNY238 261.344.433.221.415.9-5.5%-5.5%-5.5%-0.113.28.0300604 CH长川科技CNY253 41.945.730.09.16.3-5.9%-5.9%-5.9%-0.47.03.5非半导体非半导体TUYA US涂鸦智能USD90 2.2-8.7-11.16.35.815.7%15.7%15.7%n.a.n.a.n.a.002484 CH江海股份CNY207 24.831.724.54.53.610.8%10.8%10.8%-0.14.32.4002241 CH歌尔股份CNY625 18.314.511.20.60.58.5%8.5%8.5%3.121.04.1300115 CH长盈精密CNY133 11.1216.219.50.90.77.3%7.3%7.3%0.03.93.1000725 CH京东方ACNY1,380 3.624.714.00.80.77.1%7.1%7.1%1.249.04.0002635 CH安洁科技CNY89 13.127.019.42.01.65.7%5.7%5.7%0.00.91.8000049 CH德赛电池CNY137 45.915.112.90.60.55.6%5.6%5.6%0.31.20.9600183 CH生益科技CNY352 15.118.914.51.81.64.9%4.9%4.9%0.313.84.1002463 CH沪电股份CNY236 12.418.614.12.92.34.5%4.5%4.5%0.417.87.9000100 CHTCL科技CNY659 3.9137.915.30.40.33.8%3.8%3.8%0.714.52.8000050 CH深天马ACNY219 8.932.718.10.70.62.8%2.8%2.8%0.13.41.71810 HK小米集团-WCNY2,473 11.243.521.11.00.92.7%2.7%2.7%-0.5349.415.7002236 CH大华股份CNY352 11.69.37.71.00.82.6%2.6%2.6%0.317.98.1000636 CH风华高科CNY176 15.229.519.64.13.02.6%2.6%2.6%0.01.00.6300296 CH利亚德CNY147 5.819.014.01.51.32.5%2.5%2.5%0.11.31.1002916 CH深南电路CNY378 73.821.817.82.42.12.2%2.2%2.2%0.210.32.8688301 CH奕瑞科技CNY340 468.052.340.321.015.72.2%2.2%2.2%-0.25.93.1601138 CH工业富联CNY1,863 9.48.47.70.40.42.2%2.2%2.2%0.152.22.9300136 CH信维通信CNY163 16.921.015.41.71.52.1%2.1%2.1%0.03.72.7002841 CH视源股份CNY420 60.018.815.31.81.51.6%1.6%1.6%0.39.63.71888 HK建滔积层板HKD239 8.7N.A.N.A.N.A.N.A.1.4%1.4%1.4%0.00.90.3002138 CH顺络电子CNY212 26.332.423.24.63.70.6%0.6%0.6%0.114.77.7300433 CH蓝思科技CNY526 10.627.917.71.11.00.5%0.5%0.5%-0.416.13.10992 HK联想集团USD682 6.439.537.31.11.1-0.5%-0.5%-0.5%0.016.52.1601231 CH环旭电子CNY354 16.011.610.00.50.4-1.2%-1.2%-1.2%0.110.32.9002938 CH鹏鼎控股CNY626 27.013.312.01.61.5-1.7%-1.7%-1.7%0.320.13.3300408 CH三环集团CNY578 30.232.424.09.77.6-1.8%-1.8%-1.8%-1.124.54.3600563 CH法拉电子CNY352 156.534.426.19.16.9-2.1%-2.1%-2.1%-0.220.55.70285 HK比亚迪电子CNY486 24.528.418.80.50.4-2.6%-2.6%-2.6%-0.538.06.7688036 CH传音控股CNY623 77.421.014.51.31.1-2.6%-2.6%-2.6%0.412.31.9002415 CH海康威视CNY3,183 33.820.016.43.53.0-2.7%-2.7%-2.7%0.817.80.62382 HK舜宇光学科技CNY869 89.832.023.13.02.6-3.3%-3.3%-3.3%-1.6124.712.26088 HKFIT HON TENGUSD125 1.990.177.33.13.0-5.4%-5.4%-5.4%0.16.04.02018 HK瑞声科技CNY177 16.624.417.81.00.9-6.7%-6.7%-6.7%-0.212.86.0002475 CH立讯精密CNY2,053 28.920.915.61.00.8-9.1%-9.1%-9.1%-0.1178.47.9汽车电子汽车电子002920 CH德赛西威CNY684 123.359.440.64.93.617.0%17.0%17.0%0.220.33.5002906 CH华阳集团CNY182 38.243.730.93.12.415.0%15.0%15.0%-0.21.61.0688326 CH经纬恒润-WCNY199 165.884.959.24.63.511.0%11.0%11.0%n.a.n.a.n.a.2015 HK理想汽车-WCNY1,534 83.5-105.1470.43.71.88.7%8.7%8.7%3.8131.19.9300496 CH中科创达CNY492 107.552.938.58.36.07.2%7.2%7.2%0.229.78.89868 HK小鹏汽车-WCNY825 41.0-8.6-14.82.41.36.9%6.9%6.9%-0.654.610.3002405 CH四维图新CNY280 11.899.756.27.15.46.7%6.7%6.7%2.29.63.8002036 CH联创电子CNY140 13.145.426.11.31.15.5%5.5%5.5%0.22.62.09866 HK蔚来-SWCNY1,173 78.6-12.5-20.32.51.30.1%0.1%0.1%n.a.n.a.n.a.南向南向/北向资金持股北向资金持股比例（比例（%）代码代码公司名称公司名称财报财报货币货币市值市值（人民币亿（人民币亿元）元）收盘价（元收盘价（元交易货币）交易货币）P/EP/S股价变动股价变动北向/南向资金流北向/南向资金流入（亿人民币/亿入（亿人民币/亿港元）港元）南向南向/北向资金持股北向资金持股市值市值（亿人民币（亿人民币/亿亿港元）港元）免责声明和披露以及分析师声明是报告的一部分，请务必一起阅读。5 电子电子 图表图表7：TMT 板块其他主要公司上周股价变动一览板块其他主要公司上周股价变动一览 注：此表中北向/南向资金流入=北向/南向资金流入股数*周交易均价，使用 Wind 一致预期。资料来源：Wind，华泰研究 收盘价收盘价（当地货币（当地货币 元）元）2022E2023E2022E2023E1W1MYTD通信通信000938 CH紫光股份CNY671 23.527.222.10.90.820.2%20.2%20.2%1.013.12.09698 HK万国数据-SWCNY318 23.7-25.4-23.83.93.415.4%15.4%15.4%n.a.n.a.n.a.002123 CH梦网科技CNY101 12.662.835.52.31.912.2%12.2%12.2%0.71.92.2300383 CH光环新网CNY164 9.120.117.22.11.911.9%11.9%11.9%0.52.41.5600050 CH中国联通CNY1,587 5.020.518.10.50.411.4%11.4%11.4%-0.854.83.5600941 CH中国移动CNY10,271 73.512.411.41.71.58.6%8.6%8.6%-0.58.01.4603236 CH移远通信CNY203 107.633.021.91.31.06.7%6.7%6.7%0.34.22.1002139 CH拓邦股份CNY140 11.123.516.61.51.26.6%6.6%6.6%0.64.94.2300502 CH新易盛CNY128 25.213.712.43.62.96.2%6.2%6.2%0.42.72.40762 HK中国联通CNY1,379 5.19.58.60.40.45.8%5.8%5.8%1.7125.88.0688048 CH长光华芯CNY138 102.093.354.926.916.55.4%5.4%5.4%n.a.n.a.n.a.688100 CH威胜信息CNY121 24.329.021.65.44.15.2%5.2%5.2%n.a.n.a.0.0300308 CH中际旭创CNY228 28.419.215.82.31.95.1%5.1%5.1%0.714.56.8002402 CH和而泰CNY140 15.323.517.32.11.64.9%4.9%4.9%0.43.62.90728 HK中国电信CNY3,732 3.210.19.10.60.64.9%4.9%4.9%-1.6164.436.8000988 CH华工科技CNY173 17.217.813.71.31.04.7%4.7%4.7%0.56.03.4002396 CH星网锐捷CNY116 19.816.612.80.70.63.5%3.5%3.5%0.43.42.90941 HK中国移动CNY10,271 53.38.98.21.21.12.9%2.9%2.9%13.91012.58.9601728 CH中国电信CNY3,732 4.313.712.30.80.72.6%2.6%2.6%-2.1n.a.0.9000063 CH中兴通讯CNY1,156 26.014.712.50.90.80.5%0.5%0.5%-0.628.72.8CD US秦淮数据CNY198 7.95.94.31.31.0-0.9%-0.9%-0.9%n.a.n.a.n.a.300628 CH亿联网络CNY532 59.023.918.710.88.3-2.6%-2.6%-2.6%0.0n.a.3.9计算机计算机300454 CH深信服CNY537 129.2175.489.06.65.214.8%14.8%14.8%-2.021.56.1002373 CH千方科技CNY157 9.924.317.71.51.311.2%11.2%11.2%0.2n.a.1.23888 HK金山软件HKD347 28.9-7.672.25.24.310.7%10.7%10.7%2.157.314.6300496 CH中科创达CNY492 107.552.938.58.36.07.2%7.2%7.2%0.232.08.9002405 CH四维图新CNY280 11.899.756.27.15.46.7%6.7%6.7%2.2n.a.4.68083 HK中国有赞HKD34 0.2-11.4-23.32.52.26.6%6.6%6.6%n.a.n.a.n.a.688023 CH安恒信息CNY166 210.1323.0103.37.05.26.1%6.1%6.1%n.a.n.a.0.0000977 CH浪潮信息CNY334 22.813.611.10.40.46.1%6.1%6.1%1.08.52.5300033 CH同花顺CNY561 104.430.324.214.912.35.9%5.9%5.9%0.919.16.7002065 CH东华软件CNY192 6.0N.A.N.A.N.A.N.A.5.8%5.8%5.8%0.44.22.4002439 CH启明星辰CNY262 27.527.121.35.03.95.4%5.4%5.4%-0.731.315.7002410 CH广联达CNY753 63.276.957.110.98.95.4%5.4%5.4%0.5108.917.4688111 CH金山办公CNY1,284 278.5105.976.532.224.35.3%5.3%5.3%-2.854.84.3688088 CH虹软科技CNY96 23.574.049.617.314.04.5%4.5%4.5%0.20.50.8600570 CH恒生电子CNY802 42.260.644.111.89.54.3%4.3%4.3%-1.7108.213.50268 HK金蝶国际HKD533 17.4-157.7-270.111.89.53.9%3.9%3.9%0.6109.018.0688561 CH奇安信CNY466 68.31636.2138.86.04.43.8%3.8%3.8%n.a.n.a.0.0002230 CH科大讯飞CNY789 33.942.430.73.32.63.4%3.4%3.4%0.537.25.2600271 CH航天信息CNY199 10.821.619.20.90.83.4%3.4%3.4%0.0n.a.0.2600845 CH宝信软件CNY780 45.640.932.36.45.21.8%1.8%1.8%0.2n.a.5.4688188 CH柏楚电子CNY322 220.355.441.332.723.71.5%1.5%1.5%0.311.43.5300253 CH卫宁健康CNY224 10.450.038.57.05.71.3%1.3%1.3%-0.73.41.8002153 CH石基信息CNY318 15.2575.4187.89.27.91.1%1.1%1.1%-0.4n.a.2.8688777 CH中控技术CNY455 91.657.142.97.25.40.8%0.8%0.8%0.314.44.8300773 CH拉卡拉CNY136 17.017.514.12.21.90.6%0.6%0.6%0.1n.a.1.1600588 CH用友网络CNY833 24.3133.785.87.96.50.4%0.4%0.4%-1.263.07.6688083 CH中望软件CNY169 194.9103.468.922.416.80.2%0.2%0.2%0.21.21.2002268 CH卫士通CNY258 30.569.047.07.05.50.0%0.0%0.0%-0.56.92.72013 HK微盟集团HKD148 6.6-17.4-44.77.96.4-1.1%-1.1%-1.1%1.943.125.70020 HK商汤科技HKD635 2.2-18.4-26.713.69.7-3.2%-3.2%-3.2%0.033.15.9传媒传媒&互联网互联网0772 HK阅文集团HKD329 36.835.025.14.43.921.3%21.3%21.3%1.947.612.89988 HK阿里巴巴HKD18,977 101.626.420.02.42.117.8%17.8%17.8%n.a.n.a.n.a.9626 HK哔哩哔哩-SWHKD766 220.0-11.1-17.53.93.217.8%17.8%17.8%n.a.n.a.n.a.9888 HK百度HKD3,103 127.347.423.82.82.514.0%14.0%14.0%n.a.n.a.n.a.9618 HK京东集团HKD6,886 250.067.338.60.70.613.5%13.5%13.5%-0.116.50.2300413 CH芒果超媒CNY621 33.229.124.44.23.710.6%10.6%10.6%-1.417.55.20700 HK腾讯HKD29,470 349.429.623.86.05.310.1%10.1%10.1%45.13164.09.51024 HK快手-WHKD2,972 78.2-24.6-76.23.63.010.1%10.1%10.1%10.8358.212.9002555 CH三七互娱CNY439 19.814.412.42.62.29.3%9.3%9.3%0.9n.a.10.29999 HK网易-SHKD3,611 124.720.719.94.23.88.9%8.9%8.9%n.a.n.a.n.a.002624 CH完美世界CNY259 13.315.113.23.02.54.8%4.8%4.8%1.118.87.73690 HK美团HKD9,978 182.7-141.6183.95.24.04.6%4.6%4.6%-8.21065.410.5300251 CH光线传媒CNY262 8.961.227.518.811.43.1%3.1%3.1%-0.28.23.3002027 CH分众传媒CNY994 6.929.518.89.37.23.0%3.0%3.0%1.3153.915.5002739 CH万达电影CNY296 13.6-65.926.32.72.0-2.9