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欧菲光:中期业绩显著提升,摄像模组及传感器是主因
欧菲光 002456
研究机构:华金证券 分析师:谭志勇 撰写日期:2016-09-01
投资建议:我们预测公司2016年至2018年每股收益分别为0.80、1.18和1.44元。净资产收益率分别为12.3%、15.9%和16.8%,给予增持-A评级,6个月目标价为47.30元,相当于2016年至2018年59.4、40.0、32.9倍的动态市盈率。
基金名称 | 持股数(万股) | 持股比例 | 持仓变化(万股) | 持股市值(万元) | 占净值比例 | 占个股流通市值比例 |
5.81 | 4.27 | 5.81 | 171.40 | 2.51 | 0.01 | |
4.35 | 4.49 | 4.35 | 128.33 | 2.70 | 0.01 | |
12.81 | 8.68 | 7.16 | 377.79 | 7.34 | 0.02 | |
11.00 | 3.39 | -7.00 | 324.50 | 3.01 | 0.01 | |
467.90 | 8.64 | 467.90 | 13802.98 | 6.89 | 0.57 | |
1.43 | 1.89 | -0.09 | 42.19 | 2.10 | 0.00 | |
103.53 | 3.50 | 103.53 | 3054.15 | 2.79 | 0.13 | |
19.57 | 4.86 | 19.57 | 577.32 | 3.68 | 0.02 | |
221.76 | 4.26 | 221.76 | 6541.97 | 630.67 | 0.27 | |
51.71 | 4.35 | 51.71 | 1525.45 | 3.53 | 0.06 | |
219.71 | 4.85 | 219.71 | 6481.57 | 4.09 | 0.27 | |
0.80 | 2.11 | 0.10 | 23.60 | 3.54 | 0.00 | |
563.54 | 4.16 | 563.54 | 16624.55 | 2.95 | 0.69 | |
138.25 | 3.94 | 138.25 | 4078.38 | 3.00 | 0.17 | |
63.00 | 5.17 | 63.00 | 1858.35 | 4.37 | 0.08 | |
8.91 | 4.15 | 8.91 | 262.72 | 3.39 | 0.01 | |
11.88 | 43.77 | 11.88 | 350.46 | 3.67 | 0.01 | |
79.71 | 2.37 | 79.71 | 2351.37 | 2.16 | 0.10 | |
7.54 | 9.90 | 7.54 | 222.57 | 2.59 | 0.01 | |
6.30 | 4.03 | 6.30 | 185.85 | 2.68 | 0.01 | |
199.13 | 7.74 | 58.79 | 5874.43 | 3.42 | 0.24 | |
14.00 | 17.58 | 14.00 | 413.00 | 0.97 | 0.02 | |
8.99 | 11.58 | -0.90 | 265.30 | 5.66 | 0.01 | |
7.00 | 12.39 | 7.00 | 206.50 | 3.98 | 0.01 | |
251.12 | 2.63 | 251.12 | 7408.16 | 2.28 | 0.31 | |
1586.22 | 2.46 | 1586.22 | 46793.34 | 62.65 | 1.94 | |
230.00 | 2.28 | -70.92 | 6785.11 | 1.84 | 0.28 | |
12.23 | 1.81 | 12.23 | 360.77 | 1.64 | 0.01 | |
174.07 | 4.91 | -144.59 | 5135.09 | 3.76 | 0.21 | |
5.50 | 7.55 | 5.50 | 162.25 | 0.26 | 0.01 | |
776.99 | 7.93 | 490.99 | 22921.11 | 6.23 | 0.95 | |
18.00 | 5.72 | 18.00 | 531.00 | 0.56 | 0.02 | |
174.44 | 7.89 | 174.44 | 5146.10 | 6.08 | 0.21 | |
4.10 | 5.64 | 4.10 | 120.95 | 3.84 | 0.01 | |
30.00 | 5.46 | 30.00 | 885.00 | 4.49 | 0.04 | |
2.94 | 8.93 | 2.94 | 86.73 | 0.29 | 0.00 | |
15.95 | 13.51 | 15.95 | 470.57 | 7.92 | 0.02 | |
8.64 | 5.63 | 8.64 | 254.88 | 4.39 | 0.01 | |
14.95 | 3.89 | 14.95 | 440.97 | 3.11 | 0.02 | |
1233.00 | 1.46 | 0.00 | 36373.55 | 1.00 | 1.51 | |
120.57 | 1.03 | 120.57 | 3556.78 | 0.84 | 0.15 | |
230.22 | 1.08 | 230.22 | 6791.43 | 0.89 | 0.28 | |
20.00 | 0.09 | 20.00 | 590.00 | 0.07 | 0.02 | |
90.00 | 2.26 | 90.00 | 2655.00 | 1.83 | 0.11 | |
1.35 | 0.53 | 1.35 | 39.82 | 0.02 | 0.00 | |
0.54 | 0.26 | 0.54 | 16.01 | 38.70 | 0.00 | |
1.61 | 1.06 | 1.61 | 47.41 | 0.89 | 0.00 | |
6.52 | 2.57 | 6.52 | 192.22 | 2.36 | 0.01 | |
3.47 | 0.24 | 3.47 | 102.34 | 0.21 | 0.00 | |
31.39 | 0.26 | 31.39 | 926.01 | 0.24 | 0.04 | |
0.22 | 0.13 | 0.22 | 6.35 | 0.12 | 0.00 | |
53.53 | 3.61 | 53.53 | 1579.21 | 2.02 | 0.07 | |
4.00 | 0.12 | 4.00 | 118.00 | 0.08 | 0.00 | |
15.98 | 2.62 | -27.70 | 471.26 | 2.34 | 0.02 | |
295.62 | 2.33 | 295.62 | 8720.74 | 2.07 | 0.36 | |
17.49 | 0.97 | -9.02 | 515.84 | 0.93 | 0.02 | |
45.11 | 2.91 | 45.11 | 1330.75 | 1.96 | 0.06 | |
75.31 | 3.57 | -38.30 | 2221.64 | 3.07 | 0.09 | |
1.69 | 0.01 | 1.69 | 49.71 | 0.00 | 0.00 | |
10.08 | 1.51 | 10.08 | 297.36 | 1.08 | 0.01 | |
16.28 | 3.90 | 16.28 | 480.11 | 2.12 | 0.02 | |
186.74 | 2.58 | 186.74 | 5508.82 | 1.94 | 0.23 | |
2.15 | 0.37 | 2.15 | 63.43 | 0.30 | 0.00 | |
65.37 | 6.62 | 65.37 | 1928.34 | 5.43 | 0.08 | |
7.61 | 0.41 | 7.61 | 224.50 | 0.40 | 0.01 | |
12.38 | 6.52 | 12.38 | 365.09 | 1.57 | 0.02 | |
39.12 | 8.90 | 8.22 | 1154.04 | 2.26 | 0.05 | |
0.08 | 1.71 | 0.08 | 2.36 | 0.03 | 0.00 | |
22.28 | 6.61 | 22.28 | 657.20 | 3.48 | 0.03 | |
0.34 | 0.78 | 0.34 | 10.02 | 0.81 | 0.00 | |
26.39 | 2.95 | 26.39 | 778.51 | 1.99 | 0.03 | |
0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.00 | |
14.68 | 8.22 | 14.68 | 433.06 | 1.98 | 0.02 | |
83.86 | 8.92 | 0.72 | 2473.72 | 4.17 | 0.10 | |
213.12 | 9.62 | 18.12 | 6287.00 | 4.11 | 0.26 | |
2.43 | 6.04 | 2.43 | 71.69 | 2.73 | 0.00 | |
18.97 | 2.12 | 18.97 | 559.62 | 1.60 | 0.02 | |
2.84 | 1.36 | 2.84 | 83.78 | 0.98 | 0.00 | |
150.00 | 0.93 | 150.00 | 4424.90 | 0.70 | 0.18 | |
367.62 | 1.89 | 128.99 | 10844.91 | 1.68 | 0.45 | |
120.00 | 1.24 | 120.00 | 3540.00 | 0.89 | 0.15 | |
69.99 | 2.21 | 69.99 | 2064.76 | 1.50 | 0.09 | |
0.50 | 0.59 | 0.50 | 14.72 | 0.50 | 0.00 | |
0.17 | 0.27 | 0.17 | 5.11 | 0.24 | 0.00 | |
0.79 | 0.16 | 0.79 | 23.31 | 0.13 | 0.00 | |
97.00 | 3.34 | 97.00 | 2861.50 | 2.89 | 0.12 | |
15.00 | 12.05 | -5.00 | 442.50 | 0.89 | 0.02 | |
4.44 | 0.26 | 4.44 | 130.98 | 0.23 | 0.01 | |
24.00 | 4.74 | 0.00 | 708.00 | 3.86 | 0.03 | |
17.00 | 3.33 | 17.00 | 501.50 | 0.57 | 0.02 | |
164.77 | 6.33 | -18.00 | 4860.64 | 9.75 | 0.20 | |
15.00 | 2.93 | 15.00 | 442.50 | 1.18 | 0.02 | |
10.00 | 5.63 | 0.00 | 295.00 | 4.60 | 0.01 | |
0.01 | 0.00 | 0.01 | 0.30 | 0.00 | 0.00 | |
30.00 | 0.51 | 30.00 | 885.00 | 0.51 | 0.04 | |
15.00 | 16.69 | 1.50 | 442.50 | 0.81 | 0.02 | |
82.11 | 4.29 | -31.00 | 2422.10 | 3.93 | 0.10 | |
30.67 | 0.41 | 30.67 | 904.76 | 0.38 | 0.04 | |
80.00 | 2.60 | 80.00 | 2360.00 | 1.76 | 0.10 | |
1.50 | 0.12 | 1.50 | 44.12 | 0.08 | 0.00 | |
14.00 | 0.14 | 14.00 | 413.00 | 0.11 | 0.02 | |
13.76 | 0.25 | 13.76 | 406.06 | 0.23 | 0.02 | |
33.64 | 3.96 | 33.64 | 992.41 | 2.49 | 0.04 | |
9.19 | 0.95 | 9.19 | 270.98 | 0.87 | 0.01 | |
1.65 | 1.06 | 1.65 | 48.69 | 0.84 | 0.00 | |
1.02 | 1.08 | 1.02 | 30.09 | 0.89 | 0.00 | |
5.34 | 2.05 | 5.34 | 157.53 | 0.30 | 0.01 | |
0.01 | 0.34 | 0.01 | 0.30 | 0.08 | 0.00 | |
22.09 | 2.59 | 22.09 | 651.66 | 2.28 | 0.03 | |
19.55 | 2.68 | -4.33 | 576.84 | 2.36 | 0.02 | |
2.59 | 0.40 | 2.59 | 76.41 | 0.28 | 0.00 | |
8.85 | 0.26 | 8.85 | 261.08 | 0.25 | 0.01 | |
7.49 | 2.85 | 7.49 | 220.96 | 2.08 | 0.01 | |
5.00 | 1.50 | 5.00 | 147.50 | 1.08 | 0.01 | |
57.56 | 1.22 | 57.56 | 1698.15 | 1.00 | 0.07 | |
25.38 | 0.54 | 25.38 | 748.71 | 0.39 | 0.03 | |
148.28 | 1.70 | 148.28 | 4374.14 | 1.15 | 0.18 | |
3.60 | 0.26 | 3.60 | 106.20 | 0.01 | 0.00 | |
139.47 | 1.15 | 139.47 | 4114.42 | 0.57 | 0.17 | |
5.00 | 0.33 | 5.00 | 147.50 | 0.19 | 0.01 | |
168.40 | 1.92 | 168.40 | 4967.76 | 1.74 | 0.21 | |
1.94 | 0.30 | 1.94 | 57.23 | 0.01 | 0.00 | |
50.00 | 0.46 | 50.00 | 1475.00 | 0.34 | 0.06 | |
3.58 | 0.26 | 3.58 | 105.72 | 0.23 | 0.00 | |
15.50 | 2.50 | -20.00 | 457.25 | 0.37 | 0.02 | |
1.28 | 0.54 | 1.28 | 37.87 | 0.51 | 0.00 | |
0.04 | 0.68 | 0.04 | 1.18 | 0.02 | 0.00 | |
20.00 | 4.14 | 20.00 | 590.00 | 0.67 | 0.02 | |
121.20 | 0.26 | 121.20 | 3575.48 | 0.23 | 0.15 | |
0.34 | 1.59 | 0.34 | 10.04 | 1.34 | 0.00 | |
1.98 | 0.18 | 1.98 | 58.42 | 0.16 | 0.00 | |
1.89 | 0.26 | 1.89 | 55.74 | 0.23 | 0.00 | |
0.23 | 0.27 | 0.23 | 6.66 | 0.23 | 0.00 | |
210.23 | 0.69 | 210.23 | 6201.71 | 0.53 | 0.26 | |
0.77 | 0.35 | 0.77 | 22.78 | 0.33 | 0.00 | |
50.00 | 0.60 | 50.00 | 1475.00 | 0.45 | 0.06 | |
58.25 | 1.26 | 58.25 | 1718.28 | 1.00 | 0.07 | |
7.91 | 0.09 | 7.91 | 233.35 | 0.07 | 0.01 | |
6.15 | 1.40 | 6.15 | 181.43 | 1.33 | 0.01 | |
8.00 | 2.55 | 8.00 | 236.00 | 2.21 | 0.01 | |
36.82 | 0.61 | 36.82 | 1086.19 | 0.50 | 0.05 | |
42.17 | 0.16 | 42.17 | 1244.15 | 0.12 | 0.05 | |
6.60 | 3.92 | 6.60 | 194.70 | 3.11 | 0.01 | |
97.54 | 1.40 | 97.54 | 2877.32 | 0.70 | 0.12 | |
149.48 | 0.26 | 149.48 | 4409.75 | 0.24 | 0.18 | |
1.02 | 0.34 | 1.02 | 30.09 | 0.03 | 0.00 | |
476.65 | 0.73 | 476.65 | 14061.30 | 0.36 | 0.58 | |
80.29 | 0.41 | 80.29 | 2368.65 | 0.34 | 0.10 | |
89.99 | 1.82 | 89.99 | 2654.75 | 1.62 | 0.11 | |
198.43 | 3.65 | 198.43 | 5853.81 | 3.09 | 0.24 | |
108.96 | 2.13 | 108.96 | 3214.21 | 1.71 | 0.13 | |
0.43 | 0.32 | 0.43 | 12.69 | 0.29 | 0.00 | |
1.00 | 0.77 | 1.00 | 29.50 | 0.51 | 0.00 | |
0.54 | 0.11 | 0.54 | 15.80 | 0.08 | 0.00 | |
18.00 | 1.97 | 18.00 | 531.00 | 1.69 | 0.02 | |
18.50 | 1.42 | 18.50 | 545.75 | 0.83 | 0.02 | |
1.31 | 0.18 | 1.31 | 38.73 | 0.16 | 0.00 | |
0.15 | 0.07 | 0.15 | 4.43 | 0.06 | 0.00 | |
0.07 | 0.47 | 0.07 | 2.07 | 0.01 | 0.00 | |
0.51 | 0.38 | 0.51 | 15.14 | 0.32 | 0.00 | |
41.46 | 0.72 | 41.46 | 1223.18 | 0.64 | 0.05 | |
0.54 | 0.30 | 0.54 | 15.93 | 0.27 | 0.00 | |
2.00 | 2.03 | -4.00 | 59.00 | 1.09 | 0.00 | |
2.83 | 0.18 | 2.83 | 83.49 | 0.16 | 0.00 | |
5.00 | 0.80 | 5.00 | 147.50 | 0.26 | 0.01 | |
157.02 | 1.75 | 157.02 | 4631.95 | 1.27 | 0.19 | |
8.39 | 1.36 | 8.39 | 247.58 | 1.09 | 0.01 | |
17.74 | 2.83 | 17.74 | 523.44 | 2.09 | 0.02 | |
3.54 | 3.57 | 3.54 | 104.43 | 2.81 | 0.00 | |
118.11 | 3.18 | 118.11 | 3484.25 | 2.85 | 0.14 | |
0.73 | 0.47 | 0.73 | 21.54 | 0.42 | 0.00 | |
23.19 | 1.26 | 23.19 | 684.11 | 1.18 | 0.03 | |
26.21 | 2.75 | 26.21 | 773.29 | 1.49 | 0.03 | |
10.03 | 0.92 | 10.03 | 295.89 | 0.82 | 0.01 | |
0.43 | 0.20 | 0.43 | 12.69 | 0.18 | 0.00 | |
5.71 | 0.26 | 5.71 | 168.49 | 0.24 | 0.01 | |
0.30 | 0.60 | 0.30 | 8.85 | 3.61 | 0.00 | |
26.52 | 3.10 | 26.52 | 782.34 | 2.88 | 0.03 | |
17.85 | 3.22 | 17.85 | 526.49 | 2.88 | 0.02 | |
19.66 | 1.63 | 19.66 | 579.97 | 1.46 | 0.02 | |
2.20 | 0.46 | 2.20 | 64.88 | 0.39 | 0.00 | |
8.00 | 2.25 | 8.00 | 236.00 | 1.88 | 0.01 | |
0.40 | 0.26 | 0.40 | 11.80 | 0.25 | 0.00 | |
8.31 | 0.21 | 8.31 | 245.15 | 0.19 | 0.01 | |
0.19 | 0.13 | 0.19 | 5.60 | 0.12 | 0.00 | |
1.11 | 0.27 | 1.11 | 32.61 | 0.24 | 0.00 | |
0.01 | 0.08 | 0.01 | 0.30 | 0.02 | 0.00 | |
0.13 | 0.16 | 0.13 | 3.84 | 0.03 | 0.00 | |
1.06 | 0.28 | 1.06 | 31.23 | 0.04 | 0.00 | |
2.61 | 1.37 | 2.61 | 77.06 | 1.30 | 0.00 | |
0.05 | 0.17 | 0.05 | 1.48 | 0.27 | 0.00 | |
7.42 | 0.43 | 7.42 | 218.89 | 0.40 | 0.01 |