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通信行业深度报告:5G产业链加速推进,下游应用场景逐步落地-0702-东北证券-42页.pdf
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通信行业深度报告:5G产业链加速推进,下游应用场景逐步落地-0702-东北证券-42页.pdf
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[Table_MainInfo]
[Table_Title]
/
5G
[Table_Summary]
5G 19
6 14 20.84% 8
6 14
TTM 35.56X 42.60X
33.88X TMT 2 SW 2019Q1
1689.82 0.4% 2019
3026 5.46% 5G 327
5G 5G“ ”
5G 5G
2019 6 6
5G 5G
AAU 5G
100G/400G
5G 5G
5G
IDC 5G
5G CDN
IO
2019 5G 4G
5G
5G
5G
[Table_CompanyFinance]
EPS
PE
2018A
2019E
2020E
2018A
2019E
2020E
32.53
-1.67
1.16
1.46
-19.70
28.22
22.44
33.99
0.87
1.02
1.44
46.61
34.50
24.46
34.20
0.77
1.06
1.44
32.12
33.04
24.30
16.77
0.43
0.61
0.84
39.00
27.49
19.96
23.62
0.46
0.75
1.14
44.90
32.76
21.52
[Table_Invest]
[Table_PicQuote]
-18%
-7%
4%
15%
26%
37%
2018/6
2018/7
2018/8
2018/9
2018/10
2018/11
2018/12
2019/1
2019/2
2019/3
2019/4
2019/5
[Table_Trend]
%
1M
3M
12M
4.41%
-3.15%
21.66%
-1.02%
-5.59%
10.81%
[Table_IndustryMarket]
122
15055
9272
38.34
2.74
12419
242
%
50.94
[Table_Report]
2019-06-23
5G
5G
2019-06-16
5G
2019-06-02
[Table_Author]
S0550517030001
021-20361109
xiongj@nesc.cn
S0550518010001
010-58034574
sunsm@nesc.cn
/
2019-07-02
2 / 42
[Table_PageTop]
1. 2019 2019 ..................... 5
1.1. 2019 ..........................................................................5
1.2. 2019 ..........................................................................6
1.2.1. ........................................................................................ 7
1.2.2. ............................................................ 9
1.3. 2019 ........................................................................10
2. 5G ......................................................... 10
2.1. .............................................................................................10
2.1.1. 5G ................................................................................... 10
2.1.2. 5G 2019 ....................................................................... 12
2.1.3. 5G ................................................................................ 13
2.2. 5G ...........................................................................14
2.2.1. 5G .................................................................................... 14
2.2.2. ........................................................................... 15
2.2.3. ...................................................................................... 16
2.3. .........................................................................................17
2.3.1. .................................................................................. 17
2.3.2. ......................................................................................... 19
2.3.3. ...................................................................................... 23
3. 5G ........................................................................ 24
3.1. .........................................................................................................24
3.1.1. .................................................................................. 24
3.1.2. ............................................................................................. 29
3.2. .................30
3.3. IDC ................................................31
3.4. CDN ......................................................................33
4. ............................................................................................. 35
4.1. 000063.SZ 5G ...........................35
4.2. 300308.SZ .....36
4.3. 002281.SZ M2M 37
4.4. 300310.SZ IDC .............................38
4.5. 300098.SZ .39
5. ............................................................................................. 40
3 / 42
[Table_PageTop]
1 2019-6-14 ................................................................................... 5
2 2019-6-14 ................................................................................... 5
3 2019-6-14 ............................................................................ 6
4 2019-6-14 ................................................................................... 6
5 ................................................................................................................ 7
6 ......................................................................................................... 7
7 ................................................................................. 8
8 .......................................................................... 8
9 .......................................................................... 9
10 ........................................................................ 9
11 2018 .......................................................................................... 10
12 2018 ...................................................................................... 10
13 5G 2019 6 6 ..............................................................................11
14 5G .............................................................................................11
15 5G ..................................................................................... 12
16 5G ................................................................................................... 13
17 5G 5G ...................................................................................... 13
18 5G ..................................................................................... 14
19 5G RAN ................................................................................................................. 15
20 OTN 5G ................................................................................ 15
21 5G .................................................................................................... 15
22 5G .................................................................................................................. 15
23 5G massive MIMO .............................................................................. 15
24 CRAN ................................................................................................................ 17
25 DRAN .......................................................................................................................... 17
26 ................................................................................................................ 18
27 .................................................................................................. 19
28 .................................................................................................. 20
29 5G ..................................................................................... 20
30 5G ............................................................................................... 20
31 ...................................................................................................... 21
32 ......................................................................................................... 21
33 ............................................................................................................. 22
34 ................................................................................................................ 23
35 ......................................................................................................... 23
36 2017 .............................................................................................. 23
37 ......................................................................................................... 24
38 .................................................................................................. 25
4 / 42
[Table_PageTop]
39 .................................................................................................................... 26
40 .................................................................................................. 26
41 ....................................................................................................................... 27
42 ................................................................................................................ 27
43 ................................................................................................................ 27
44 ................................................................................................................ 27
45 ...................................................................................................... 28
46 2017 ....................................................................................... 28
47 ............................................................................................................. 29
48 ............................................................................................................. 29
49 ......................................................................................................... 30
50 5 ........................................................................................ 30
51 2019Q1 ........................................................................................................... 30
52 ......................................................................................................... 31
53 ......................................................................................................... 31
54 .................................................................................................................... 31
55 / ................................................................................................. 31
56 CAGR25% .............................................................................................. 33
57 IDC ............................................................................................................... 33
58 8 IDC ............................................................................. 33
59 8 IDC .............................................................................................. 33
60 CDN ............................................................................................................. 34
61 CDN .................................................................................. 34
1 5G .................................................................. 16
2 CRAN DRAN ....................................................................... 17
3 ................................................................................................. 18
4 ............................................................................................................ 24
5 ........................................................................................................... 32
6 .................................................................................................... 34
........................................................................................................... 35
........................................................................................................... 36
........................................................................................................... 37
......................................................................................................... 38
......................................................................................................... 39
5 / 42
[Table_PageTop]
1. 2019 2019
1.1. 2019
5G 2019 6 14
20.84% 300 21.40%
300 19.64% 21.53%
1 2019-6-14
1200
1700
2200
2700
3200
3700
4200
4700
15-11
16-01
16-03
16-05
16-07
16-09
16-11
17-01
17-03
17-05
17-07
17-09
17-11
18-01
18-03
18-05
18-07
18-09
18-11
19-01
19-03
19-05
Wind
8
48.70% 31.66% 31.29% 26.94% 25.62%
2 2019-6-14
0.0
10.0
20.0
30.0
40.0
50.0
Wind
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