科創(chuàng)板首批25家企業(yè)上市在即，關(guān)注高端制造投資機會

1、目錄一、每周板塊數(shù)據(jù)回顧......................................................................21.1板塊指數(shù)...........................................................................21.2個股表現(xiàn)...............................................

2、............................21.3板塊估值...........................................................................31.4新股跟蹤...........................................................................4二、行業(yè)動態(tài)...................

3、...........................................................52.1智能制造裝備.......................................................................52.2航空裝備........................................................................

4、...62.3軌道交通裝備.......................................................................62.4海工裝備...........................................................................62.5新材料..............................................

5、...............................6三、行業(yè)事件點評..........................................................................8四、一周上市公司公告.....................................................................16五、本周重點報告摘要..............

6、.......................................................17六、近期重要活動.........................................................................17七、盈利預(yù)測與估值.......................................................................

7、18光威復(fù)材9.27%北方華創(chuàng)2.02%邁為股份9.26%春興精工1.78%中航重機8.34%華東數(shù)控1.77%資料來源：wind，1.3板塊估值板塊估值方面，高端裝備制造板塊整體估值為43倍，處于歷史底部水平。分板塊來看，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，智能制造裝備、軌道交通裝備、航空裝備板塊估值水平較低。圖3：高端裝備制造歷史估值情況市盈率（TTM）160140120100806040200資料來源