广发证券：从三大板块入手 掘金有线网络升级
综合上周末召开的“第二届中国广电行业发展趋势年会暨投融资论坛”上各位官员、专家的观点，广播电视业已经成为国民经济的新兴产业链和新的经济增长点。专家们以为，随着广播电视网与互联网络、电信网络融合的推进，下一代广播电视网(NGB)的发展方向是低本钱、高服从和高融合。NGB用户未来将可以或许在享受高服从的底子上付出较低的本钱。
从有线电视的业务来说，有线业务必须双向互动已经成为业内的共识，有线网络必须向双向化发展。但是在网络改造的进度上，由于之前没有同一的尺度，加上各地网络底子建立的关系，做得并不敷好。2008年天下有线电视用户为1.63亿户，双向网络覆盖的用户已经高出2400万，但真正开通双向业务的用户只有几百万户。从好的方面看，这意味着未来发展空间非常大。
【投资发起】
综合与会专家学者的观点，我们以为，在广播电视业的产业链中，核心装备供应商、网络运营商和服务内容提供商将会共同分享产业升级带来的收益。在A股上市公司中，干系板块值得关注的核心装备提供商有同洲电子、金亚科技；网络运营商有歌华有线、天威视讯、广电网络；服务内容提供商有新华传媒、期间出书、中视传媒、华谊兄弟等
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代码名称最新价涨跌幅↓涨跌额成交量成交额今开盘昨收盘最低价最高价002049晶源电子10.943.013%0.3233160手3567万10.6410.6210.5310.95002139拓邦股份15.542.304%0.3545745手7123万15.2515.1915.2015.76000733振华科技14.521.823%0.2684672手12359万14.3114.2614.3114.78002008大族激光9.391.294%0.12105466手9965万9.439.279.319.57002312三泰电子51.750.818%0.422975手1535万51.2451.3350.5052.30000697*ST 偏转10.080.699%0.0714656手1478万9.9810.019.8810.33600980北矿磁材11.300.444%0.056372手717万11.3011.2511.1611.38600777新潮实业7.480.403%0.0332204手2419万7.467.457.447.59600083ST博信8.500.354%0.0314217手1215万8.488.478.458.60002134天津普林7.810.257%0.0212177手950万7.757.797.747.88600637广电信息6.520.000%0.0017523手1142万6.526.526.486.58000801四川湖山0.000.000%0.000手0万0.0011.520.000.00000532力合股份13.56-0.074%-0.0133567手4516万13.6213.5713.3013.65600207ST安彩5.89-0.169%-0.019958手586万5.895.905.865.95600747大连控股6.78-0.441%-0.0339781手2726万6.836.816.766.94000070特发信息9.82-0.507%-0.055027手496万9.839.879.829.98600363联创光电10.85-0.641%-0.0730440手3275万10.8810.9210.6310.88002129中环股份8.96-0.665%-0.0631282手2824万9.109.028.889.14002199东晶电子20.08-0.692%-0.142109手426万20.2420.2220.0520.40600602广电电子7.37-0.808%-0.0622998手1705万7.507.437.377.50000068赛格三星7.72-0.899%-0.0738226手2963万7.807.797.707.86002177御银股份15.82-1.001%-0.166490手1028万15.8815.9815.7116.06002236大华股份65.92-1.110%-0.741151手762万66.0066.6665.9166.77600261浙江阳光18.40-1.128%-0.2131588手5964万18.8318.6118.2019.50600478科力远17.40-1.136%-0.2021586手3755万17.5017.6017.2517.68600330天通股份5.92-1.169%-0.0733816手2011万5.965.995.886.03600353旭光股份12.50-1.186%-0.158920手1114万12.6412.6512.3512.72000636风华高科8.97-1.211%-0.1120146手1820万9.079.088.919.10000050深天马Ａ6.11-1.292%-0.0816638手1023万6.216.196.096.28002214大立科技25.32-1.402%-0.361994手507万25.4325.6825.1225.90002289宇顺电子34.39-1.405%-0.497079手2438万34.6534.8834.2534.88600340*ST国祥13.55-1.455%-0.204814手659万13.6013.7513.5113.90000100TCL 团体4.70-1.468%-0.07100005手4722万4.774.774.684.80002057中钢天源11.28-1.571%-0.182320手262万11.4611.4611.2511.53002138顺络电子18.58-1.589%-0.304174手778万18.8618.8818.4018.96600203福日电子6.79-1.594%-0.1118477手1266万6.906.906.786.93600460士兰微9.98-1.675%-0.1716493手1649万10.1610.159.8210.20002106莱宝高科21.05-1.681%-0.365694手1206万21.4021.4120.9121.60002156通富微电10.43-1.697%-0.186670手706万10.6810.6110.3710.74600983合肥三洋24.55-1.761%-0.443452手855万25.0024.9924.5125.22002025航天电器13.15-1.792%-0.2415690手2071万13.4013.3913.0513.44002045广州国光13.48-1.821%-0.256028手824万13.7313.7313.4713.87600551期间出书18.11-1.843%-0.346767手1234万18.5018.4518.0518.62002141蓉胜超微10.53-1.864%-0.207516手796万10.6810.7310.5010.74002189利达光电8.24-1.905%-0.167973手663万8.408.408.228.45000725京东方Ａ5.09-1.927%-0.10121807手6250万5.235.195.085.25002222福晶科技10.48-1.964%-0.2111915手1260万10.6310.6910.4610.78002130沃尔核材19.39-1.972%-0.397766手1522万19.9819.7819.3520.10002027七喜控股6.42-1.985%-0.1312079手778万6.566.556.386.57002288超华科技26.58-1.991%-0.545965手1600万27.1027.1226.5027.32002218拓日新能25.80-2.013%-0.535611手1460万26.3526.3325.7626.40600563法拉电子14.88-2.041%-0.318954手1342万15.2015.1914.8615.32000727华东科技8.52-2.069%-0.1815831手1361万8.708.708.498.75600405动力源9.45-2.073%-0.2015169手1445万9.659.659.409.74002273水晶光电29.36-2.101%-0.635197手1532万29.8929.9929.1030.01002056横店东磁14.11-2.150%-0.319946手1414万14.3514.4214.0814.50600584长电科技8.50-2.186%-0.19108146手9253万8.608.698.458.72002055得润电子14.31-2.187%-0.323405手491万14.6214.6314.3014.69000058深 赛 格6.26-2.188%-0.1444190手2791万6.396.406.256.43600355精伦电子7.03-2.225%-0.1616812手1191万7.167.197.007.24002188新 嘉 联13.18-2.226%-0.3015028手1996万13.4113.4813.0313.57000823超声电子8.55-2.286%-0.2038645手3327万8.808.758.508.80600839四川长虹6.41-2.287%-0.15114025手7378万6.556.566.386.62002179中航光电20.76-2.306%-0.498758手1834万21.2621.2520.7521.49600360华微电子7.06-2.486%-0.1873973手5257万7.207.247.027.23002185华天科技9.41-2.487%-0.2428054手2664万9.529.659.399.70000020深华发Ａ10.77-2.534%-0.2821513手2345万11.0911.0510.7211.15600060海信电器23.34-2.669%-0.6415024手3548万24.1123.9823.3024.24002119康强电子8.62-2.818%-0.2523454手2042万8.858.878.578.90002137实 益 达10.00-2.818%-0.298184手827万10.3610.299.9410.36002104恒宝股份18.95-2.821%-0.5517047手3267万19.5119.5018.8919.60002281光迅科技33.18-2.897%-0.9910942手3654万34.1034.1732.9134.47002076雪 莱 特10.19-2.952%-0.3110456手1072万10.5110.5010.1210.60002241歌尔声学24.65-2.991%-0.765925手1466万25.4025.4124.4025.40000413宝 石Ａ10.03-2.998%-0.3110746手1092万10.4510.3410.0010.46002079苏州固锝8.18-3.651%-0.3144009手3621万8.268.498.108.37002308威创股份31.27-3.903%-1.2717540手5571万32.4032.5431.2032.69600171上海贝岭7.43-4.129%-0.32190779手14421万7.617.757.407.72600707彩虹股份11.44-4.268%-0.5133270手3855万11.9011.9511.35
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