高端制造行業(yè)增材制造技術(shù)方興未艾，航空航天領(lǐng)域應(yīng)用空間廣闊

1、行業(yè)專(zhuān)題研究（動(dòng)態(tài)）報(bào)告行業(yè)專(zhuān)題研究行業(yè)專(zhuān)題研究請(qǐng)參閱最后一頁(yè)的重要聲明目錄目錄一、每周板塊數(shù)據(jù)回顧...........................................................................................................................................31.1板塊指數(shù).......................

2、..............................................................................................................................31.2個(gè)股表現(xiàn)......................................................................................

3、...............................................................31.3板塊估值.....................................................................................................................................................

4、41.4新股跟蹤.....................................................................................................................................................4二、行業(yè)動(dòng)態(tài)........................................................

5、...................................................................................................62.1智能制造裝備...............................................................................................................

6、..............................62.2航空裝備.....................................................................................................................................................62.3衛(wèi)星及應(yīng)用........................

7、.........................................................................................................................62.4軌道交通裝備.........................................................................................

8、....................................................62.5海工裝備.....................................................................................................................................................72.6新材料....

9、.....................................................................................................................................................7三、行業(yè)重點(diǎn)分析..............................................................

10、.....................................................................................8四、上市公司公告..............................................................................................................................

11、...................10五、本周重點(diǎn)報(bào)告摘要.........................................................................................................................................16六、近期重要活動(dòng)..........................................

12、.......................................................................................................16七、盈利預(yù)測(cè)與估值..........................................................................................................

13、...................................1720638013361392019050720:30行業(yè)專(zhuān)題研究（動(dòng)態(tài)）報(bào)告行業(yè)專(zhuān)題研究行業(yè)專(zhuān)題研究請(qǐng)參閱最后一頁(yè)的重要聲明科遠(yuǎn)股份1.99%宇環(huán)數(shù)控22.28%永貴電器1.62%長(zhǎng)川科技21.48%博實(shí)股份1.14%西儀股份21.20%資料來(lái)源：wind，中信建投證券研究發(fā)展部1.31.3板塊估值板塊估值板塊估值方面，高端裝備制造板塊整體估值為板塊估值方面，高端

14、裝備制造板塊整體估值為43倍，處于歷史底部水平。倍，處于歷史底部水平。分板塊來(lái)看，衛(wèi)星及應(yīng)用、海工裝備、新材料（高端裝備制造）板塊估值高于整體水平，航空裝備、智能制造裝備、軌道交通裝備板塊估值水平較低。圖3：高端裝備制造歷史估值情況：高端裝備制造歷史估值情況資料來(lái)源：Wind，中信建投研究發(fā)展部表2：高端制造板塊估值情況一覽：高端制造板塊估值情況一覽板塊板塊估值情況估值情況板塊板塊估值情況估值情況高端裝備制造43智能制造裝備33航空裝備