资本猎涨：个股具体解析- Deng Xiaochen

Introduction: A sentence from Shakyamuni: "It takes a moment to reach out for a hand, but it takes many years. No matter who you meet, they are the person you should see in your life, not by chance.".

生益科技作为国内覆铜板龙头，深度受益本轮铜箔、覆铜板产业链向上周期， 2017Q1 of the year 业绩超预期，淡季不淡盈利能力再次提升公司中长线还有汽车、高频通信以及 BT 板等新型基材的成长动能，公司管理运营也在持续改进，从子公司生益电子运作情况可见一斑。

资本猎涨：个股具体解析- Deng Xiaochen

PCB产业的淡旺季效应非常明显，下半年进入下游需求的旺季，PCB行业收入将比上半年多30%-40%，iPhone8等众多手机新机型在今年下半年推出将进一步带动下半年的PCB需求，这也奠定覆铜板涨价的基础，同时汽车 和通信PCB也对覆铜板的需求有积极影响。


对标港股建滔集成板，作为覆铜板的国内龙头，股价已经创出了历时新高，中长期趋势明显。





技术应对：从技术角度看，历史上资金喜欢阶段性一步到位，随后进入箱体震荡区域，如果没有特别继续的涨价支持，股价会缩量回落，周期性明显。注意后期形成的箱体走势。


可能的风险： 行业景气度低于预期，涨价持续性不够，新业务拓展低于预期。

Message: Trading is simple, profits are simple, but before reaching simplicity, the process is complex. Laozi said, "As learning progresses, the way is lost day by day, and the damage is also lost. As for inaction, inaction leads to everything." This is also the way of speculation.

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The above content is for reference only. Investment carries risks, and caution is required when entering the market. If the operation of hedging and locking orders is not ideal, please communicate with me.

Author: Deng Xiaochen