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海康威视吧(002415)
海康威视吧
25.40-0.29-1.13%
帖子数2篇
基民tVLNth
影响力注册时长3个月
发表于 06-15 22:20 来自iPhone版
帖子审核中,仅自己可见
更新于 06-15 22:20
已答
妈呀!咱们不会是接盘侠吧
广西南宁妹
影响力注册时长8个月
发表于 06-15 15:48 来自Android版
帖子审核中,仅自己可见
更新于 06-15 15:49
已答
逢低介入海康威视!我能!
股市磨练人的意志
影响力注册时长1个月
发表于 06-15 13:46 来自Android版
帖子审核中,仅自己可见
更新于 06-15 13:47
已答
唱空的都赶紧滚蛋,我们是来投资的,不是来投机的!
吴下韭菜
影响力注册时长3个月
发表于 06-15 12:14 来自Android版
帖子审核中,仅自己可见
更新于 06-15 12:16
已答
拿了2000股,35 再出,坚定持有,认他风吹雨打
发表于 06-14 20:54 来自iPhone版
帖子审核中,仅自己可见
更新于 06-15 01:44
已答
估计下周还要跌!等到7月份了
东方小小小财富
影响力注册时长3.6年
发表于 05-23 15:01 来自iPhone版
帖子审核中,仅自己可见
更新于 06-14 22:32
已答
你妹,这垃圾亏了我5万,今天忍痛割肉,看样子不到20不罢休
大海认真0311
影响力注册时长4.1年
发表于 06-14 17:53 来自Android版
帖子审核中,仅自己可见
更新于 06-14 20:27
已答
这个股还要磨,因为吧里狗托还多。
最牛钉子户8
影响力注册时长3个月
发表于 06-14 17:26 来自Android版
帖子审核中,仅自己可见
更新于 06-14 17:26
已答这股从各种指标来看,比猪肉股好多了。盈利能力强。成长性高。分红多。
gdsqy
影响力注册时长3.5年
发表于 06-14 16:39 来自Android版
帖子审核中,仅自己可见
更新于 06-14 16:40
已答
尾盘拉升突袭,是利好吧?庄家好人啊~~
股友Ri1JFM
影响力注册时长2.1年
发表于 06-13 18:33 来自Android版
帖子审核中,仅自己可见
更新于 06-14 16:36
已答
23块双底 前面放量突破平台 缩量回调两天 回踩五日线 收盘站稳二十线 持股待涨
漂泊者树洞
影响力注册时长7.9年
发表于 06-14 16:29 来自Android版
帖子审核中,仅自己可见
更新于 06-14 16:31
已答
看这个走势周末消息面有动作,而且是利好!
返回顶部
手机网 eastmoney.com
摘要
1、A股指数样本进行定期更新,新方案于6月10日收市后正式生效。
3、此次样本调整后,代表未来方向的新能源属性增强,各指数对国民经济表征性和行业代表性有所加强。上证50指数调整主要涉及顺周期板块,金融属性减弱,原材料行业权重增加。沪深300指数调整情况与上证50指数相似,大金融板块股票个数,生物医药行业个股数量下降最多。科技、新能源属性增强,计算机、电子、电气设备行业个股数量明显增加,化工行业调入股票数量最多。中证500指数调整情况与上证50指数、沪深300指数相反。调整后大金融板块股票数量占比由8%增至9%。科技属性减弱,通信、计算机、电子行业个股数量均下降,医药生物行业个股数量增加最多,调整后数量占比高达12%。科创50指数调整后,新能源属性增强,电气设备、机械设备行业均调入1只股票。科技属性继续减弱,计算机行业调出2只股票。医药生物行业也调出2只股票。
1年中A股指数调整情况
5月27日,上海证券交易所与中证公司宣布对多个指数样本进行调整,调整方案将于6月10日收市后正式启用。
从调整的样本个数来看,上证50指数调整样本个数为5个,沪深300指数为28只,中证500指数为50只,科创50指数为5只。
从调整后的市值来看,截至5月27日收盘,上证50指数调整前后的样本总市值几乎一致,沪深300指数调整后的样本总市值较之前增加近6%,中证500指数调整后的样本总市值增加了1%,科创50指数调整后的样本总市值增加了13%。
2IH、IF大金融属性减弱,IC科技属性减弱
此次样本调整后,代表未来方向的新能源属性增强,各指数对国民经济表征性和行业代表性有所加强。
上证50指数调整共涉及10只股票,主要涵盖顺周期板块。金融属性减弱,银行行业和非银金融行业各调出1只,电子、通信行业也分别调出1只,两个行业个股数量占比由30%降至26%。原材料行业权重增加,钢铁、有色金属、化工行业各调入1只个股,公用事业行业增加1只。
沪深300指数调整共涉及56只股票,与上证50指数情况相似,大金融板块整体减少5只个股,其中非银金融行业减少6只,银行行业增加1只。生物医药行业个股数量下降最多,减少9只,商业贸易、食品饮料各减少2只。科技、新能源属性增强,计算机、电子、电气设备行业个股数量明显增加,均调入3只以上。化工行业调入股票数量最多,为6只。
中证500指数调整共涉及100只股票,与上证50指数、沪深300指数情况相反。中证500指数调入非金融行业个股6只,调出银行行业个股1只,调整后大金融板块股票数量占比达9%。科技属性减弱,通信、计算机、电子行业个股数量分别减少1个、1个、5个。医药生物行业个股数量增加9个,调整后数量占比高达12%。
科创50指数调整共涉及10只股票,新能源属性增强,电气设备行业调入2只股票,机械设备行业调入1只股票。科技属性继续减弱,计算机行业调出2只股票。医药生物行业也调出2只股票。
文 | AI财经社 赵怡然
编 | 鹿鸣
本文由AI财经社分享出品,未经许可,任何渠道、平台请勿转载。违者必究。
华为之后,曾被美国政客称为“华为表兄弟”的海康威视也现身“实体清单”。
当地时间10月7日,美国联邦政府宣布,将28家中国企业加入实体管制清单,禁止上述企业购买美国产品,这28家公司中包括海康威视、大华科技、科大讯飞、商汤科技等。7日,中国商务部对此表示不满与反对,表示将敦促美方将相关实体移出清单。
10月9日下午,海康威视公司*副总裁、董事会秘书黄方红在电话会议上表示,该事件短期可能会对公司业绩造成一些波动。公司已全面开展美国原器件的替代工作,如果有需要我们将自己设计芯片,进一步加大研发投入。但长期影响有限,海康可以用其他方案代替美国供应链。
但海康方面也同时表示,虽然公司目前对国内供应商给予更多倾斜,但与国内供应商仍需磨合。“曾有供应商送了 18 次样品,前后用了一年多时间磨合。产品质量的稳定性、功耗、干扰等问题,都要一个个解决。”
9日晚间,海康威视发布复牌公告。海康威视方面表示,被列入清单并不意味着美国市场关上大门,海康将继续开拓美国市场,向美国出口。而据2018年年报,海康威视境外营收占公司总营收28.4%,美国与加拿大市场业务占海外业务的20%。
中兴被制裁时已提前备货
根据年报,海康威视2001年成立,2010年上市深交所,市值3018亿元。业务主要有传统安防、AI云计算两部分。根据IHS报告,海康连续7年位列视频监控行业全球第一,全球视频监控市场份额约22.6%。2019年一季度,海康营收99.4亿元,约有茅台的一半,净利润则为15.4亿元。
对于这家安防行业的明星企业来说,“拉黑”意味着美国供应商的断供。
虽然上榜次日,公司便宣布停牌,但海康方面表示,早在去年5月,中兴华为先后被制裁时,公司就已心有戚戚,着手备货。此后原材料存货增长约 90%,库存商品增长约30%。
囤货之外,海康也比以往更亲近国内供应商,甚至是华为等存在业务竞争的供应商。例如芯片选择上,海康早期青睐飞利浦、德州仪器等国外厂商,但此后进口比例持续下降。据财新称,目前海康80%的芯片已由华为海思等国内厂商供应。
华为与“小华为”,相爱相杀
在国内,由于都以硬件业务、企业级业务起家,海康威视被不少人称作“小华为”。
其实,海康威视与华为的关系由来已久。在安防领域,海康是华为海思的*客户,华为海思是海康的*供应商,二者合作不断,关系匪浅。
2004年,华为以集成电路设计中心为前身,成立海思半导体有限公司,主要经营电子产品和通信信息产品的半导体。2012年起 ,海思逐渐替代海外厂商的编解码芯片,由于过程循序渐进,并未引发太多关注。
今年5月,华为被列入实体清单后,海思总裁发文称:多年前,公司曾预计有一天,所有美国的芯片和技术不可获得,并在此假设下,打造芯片“备胎”,如今,所有备胎将一夜转正。而截至目前,华为海思芯片在安防市场约占80%的份额。
从突遭美国制裁的角度看,华为海思无疑帮了海康一把。
不过另一方面,随着华为向下做安防,海康向上做AI与云计算,原本亲密的伙伴业务范围逐渐重合。据财新称,华为从海康挖人力度不小,一名智能摄像机首席架构师,月薪开10万元以上,而海康总裁胡扬忠一年税前报酬,也不过309万元。
面对华为的入局,海康威视表示,安防行业相对碎片化,边际成本无法大幅降低,因此华为大概率会放弃安防行业,与华为海思的合作也并不存在危机。
“华为海思本身不做安防,它是我们很好的供应商,彼此也很理解对方的需求。”海康公司董秘曾说,“华为是做大生意的公司,碎片化的市场不适合华为,捡豆子、捡芝麻的生意不适合华为。”
自研芯片,研发投入为净利润两倍
不过,这边说着“合作无间”,那边,海康也在寻找海思之外的备胎,以及自研芯片。
富瀚微是安防领域另一重要芯片供应商,也是海康威视的关联方,公司2004年成立,2017年登陆A股。
根据天眼查信息,富瀚微董事龚虹嘉系海康副董事长、第二大股东。富瀚微第三大股东陈春梅,是龚的妻子。此外,根据富瀚微2019年半年报,报告期内,富瀚微与海康威视关联交易金额约1.38亿,占富瀚微同类交易金额比例的66%。因此在多个股吧中,许多股民也将海康威视的发展,视作富瀚微的利好。
年报还显示,2019年上半年,富瀚微营收2.19亿元,净利润3701万元。报告期内,公司研发投入7982万元,同比增长42.65%,是净利润的两倍。自研芯片成本之高,以及富瀚微投入的决心,可见一斑。
芯片方面,有海思与富瀚微“兜底”,海康威视曾在多个场合强调,美国供应商断供影响甚微。
连续狂飙突进多年之后,海康威视(002415)净利润出现上市以来首度下滑。
根据公告,2019年一季度,海康威视实现营业总收入99亿元,同比微增长6.17%,实现扣非净利润14.8亿元,比去年同期的18亿元负增长18%。
目前,海康威视的总市值已超过3000亿元,比2010年的数据增长10倍。“作为国有企业,海康威视充分享受到了我国安防行业过去十余年的红利。”深圳某私募基金经理林谦(化名)对时代周报
不过,随着行业拐点的到来,叠加国内外局势的变化,这家与华为比肩的A股安防龙头企业在双重压力下实则并不轻松。而公司一季度业绩遭遇滑铁卢,是否也意味着安防行业的盛宴已经接近尾声?
“2018年下半年以来,公司业绩受到国内外形势的影响,但从2019年二季度开始,情况已经有所好转,预计上半年将有较好表现。”海康威视证券部相关人士对时代周报
此前面对极端的市场情况,海康威视亦展开增持股票的行动以提振信心。对于未来是否还会做出相似动作,上述海康威视证券部相关人士对时代周报
净利润首现负增长
根据CPS中安网数据,2012―2017年,中国安防行业的市场规模从2340亿元增加到6220亿元,年均增速高达14%,而这一数字远超全球市场增速,据统计,2011―2017年,全球安防行业的年均增速约为8%。在全球范围内,中国安防市场举足轻重。2017年全球安防市场规模为2570亿美元,其中中国市场占37%左右。
得益于中国安防行业的持续高景气,中国安防企业高速成长。海康威视更是一家独大。以销售收入计算,在2018年全球安防50强名单中,海康威视当之无愧*。
2001年,在中国电科52所工作的陈宗年和胡扬忠邀请到华中科技大学校友龚虹嘉投资245万元,一起创办了海康威视。
2010年,海康威视在深交所上市,6年后,其营业总收入超过霍尼韦尔、博世等全球安防巨头。
“安防行业的主要客户分为三块,政府、企业、普通消费者,在海康威视的客户构成中,政府约占30%,大企业占40%,剩下的渠道销售占30%左右。”林谦对时代周报
自2010年上市以来,海康威视的业绩每年都保持极高的速度增长。2010―2018年,公司扣非净利润从10亿元左右增长到110亿元,营业总收入也从36亿元增长到近500亿元。
从扣非净利润的增长率来看,2010年,海康威视同比增长49%,2014年这一数字甚至超过50%,随后逐年下降,2015年和2017年分别为25%、26%,2018年跌落至20%之下。
尤其在2018年半年报之后,海康威视的业绩却呈现断崖式下跌。2018年半年报,公司扣非净利润的同比增速仍稳定在26%,但在2018年三季报,这一指标突然下降到19%,到2019年一季报时进一步下沉到-18%。
从相关业绩报告的评述中,不难看出海康威视对国际形势的忧虑。在2018年半年报中,海康威视提到“面对复杂的国内外形势,公司坚持以客户为中心”,而在2018年年报中,公司的语气则更显严峻,“2018年国内经济快速下行,海外的非市场因素影响骤增,不确定风险持续上升”。
对海康威视来说,境外收入对公司业绩影响巨大。2018年,公司境外收入占比为28.47%,利润占比为28.48%,而2017年和2016年,这个比例也为29%左右。
“这不单单是海康威视一家所面临的问题,而是行业困境。”深圳钛信资本合伙人陈旭对时代周报
在2018年全球安防50强排名第二的大华股份(002236),其扣非净利润增速在2015―2017年分别高达22%、27%、36%,但同样在2018年大幅度回落到6.61%。2019年一季度,这一数字进一步下降至-1.6%,为多年来*负增长。
紧急回购
不利局面下,海康威视和大华股份都不约而同地选择回购自家股票。
2018年10月底,海康威视披露了控股股东和关联方增持公司股份的计划,公司控股股东及其一致行动人中电科投资控股有限公司(以下简称“中电科投资”)计划拿出1.5亿―3亿元,在六个月之内买入公司股票。
截至2019年4月23日,中电科投资宣布已经完成了增持计划,最终累计投入1.77亿元,总计增持645万股,占总股本比例为0.069%。
实际上,当时也处于市场极端状态,海康威视的股价在2018年初曾达到历史*的44元左右,但从2018年6月开始却开始了连续5个月的大幅度下跌,在2018年10月甚至下跌到*22元左右。
也恰是在那个时点,中电科投资宣布增持计划,而根据公告披露,其总计增持了4笔,买入价分别为23.6元、25元、25.8元、34元左右。目前,海康威视的股价反弹到32元左右。
大华股份也出现了类似的情况。2018年初,大华股份的股价曾达到*30.39元左右,同样自2018年6月起开始了连续5个月的大幅度下跌,*跌至11元左右,而目前反弹至16元左右。
不过,在真金白银的行动方面,大华股份却明显落后于国有企业海康威视。
2018年10月前后,在公司股价跌得最惨的时候,大华股份并没有跟随海康威视一起增持,而是先宣布了控股股东不再减持的消息。
2018年初,大华股份控股股东、实际控制人傅利泉曾宣布股份减持计划,最多计划减持2898万股。10月24日,大华股份宣布,该减持计划实施完毕,但总计减持的数量仅143万股。
直至2019年4月26日,大华股份才抛出股票回购计划,计划在未来12个月内,拟使用自筹资金以集中竞价交易的方式回购2亿―4亿元股份,用于后期实施股权激励或员工持股计划的股票来源,回购价格不超过25.37元/股。
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