推荐炒股软件哪个好

,,,,,,"计算机行业策略周报"返回首页",,,,,,"05-07-17","行业投资评级",,,"推荐(维持),"(推荐/谨慎推荐/中性/回避),"近期行业观点",,,"1)估值与行情:5月首周2个工作日,计算机行业指数上涨2.
7%,跑赢沪深300指数约0.
8%,在反弹过程中有一定超额收益;涨幅达到20%的有天喻信息(金融IC卡、移动支付今年大量出货)、北信源(业绩高增长+高送转)、恒泰艾普(成都西油联合石油天然气工程公司的股权收购);跌幅超过2%的有东软集团、四维图新和卫士通,3家公司均是一季度业绩下滑且低于预期.
在行业温和复苏的情况下,板块估值仍维持在13年22X的较低水平,率先复苏的公司预期股票有好的表现",,,,"2)操作建议:在需求复苏、人力成本增幅下降的情况下,软件业预期回升明显,建议买入存在超预期可能的行业软件(旋极信息、华宇软件、网宿科技等);在估值逐步下行的情况下,逐渐关注并增持业绩确定恢复的龙头软件公司(用友软件、金证股份、东华软件、博彦科技等),,,,"4)金融IT:基金批复从11年开始加速,而预期推出的《证券公司设立和业务范围审批暂行规定》可能放松证券公司的设立规定,如果券商、基金机构大量增加,则对金融IT厂商金证股份和恒生电子充分利好;13年5月份券商创新大会即将召开,预期对金融IT行业的2家公司(恒生电子、金证股份)有催化因素",,,,"5)软件外包:软件外包是国内政策支持的产业,而中国在全球的结构中有一定优势;预期美国离岸保持较好增长,对日离岸保持高盈利和稳定,对国内的外包规模将迅速崛起;行业整合和并购将是长期趋势;A股领现企业博彦科技处在较好成长期","(按重要性排序)",,,"6)智慧城市板块:新型城镇化和智慧城市建设将是未来几年政府建设的重要方向;国内城市建设信息化总体便宜,新建项目可以最新产品实施,有较大空间和成长性;智能交通、卫生信息化、建筑智能化、智能安防、社保信息化等领域的建设将持续,有产品和市场优势的公司受益更明显;易华录、卫宁软件、万达信息、汉鼎股份、易联众等企业将持续受益于政府投资",,,,"7)导航和地理信息:GIS应用仍然处于行业过度竞争的状况;导航壁垒相对较高,企业将保持较好盈利;预期基建投资增速,国内企业开始分化;首推全年增长明确的中海达","管理软件做到规模化应用和较强行业属性之后有一定业务壁垒;行业应用的情况主要受下游行业信息化程度的影响;在经济下滑的情况下,中小企业的IT开支短期内影响较大;从长期来看,管理的需求和市场的竞争决定了IT应用的持续深化;行业应用较成功的企业有长期投资价值,A股相关领域包括制造业、医疗、酒店、轮胎、金融交易、建筑等;预计13年盈利将有明显回升",,,,"8)行业软件:行业软件13年的主题也是随着下游行业景气复苏而盈利恢复;轮胎和橡胶装备的软控股份订单恢复明显,产品在全球都有较强竞争力,随着客户提升战略实现盈利反转;石基信息在国内酒店及旅游信息化有较宽护城河,乐宿客更多的将公司业务线形成板块;金融IT主要受机构批复和创新业务推进的影响",,,,"9)管理软件和系统集成:用友和东华是国内跨行业应用做的较好的企业;用友软件将随着中小企业盈利复苏带来盈利恢复,东华软件也将随着下游景气复苏改善现金流",,,,"旋极信息","13年业绩确定高增长;大飞机项目有业务前景和成长性、航电测试景气度较高、13年有高增长业绩、股价有安全边际;嵌入式测试在航电系统保持较高景气,新的MARS产品订单充足推高13年业绩,USBKEY银行集中招标,收入弹性较大,税控业务贡献12-13年业绩;13-15年EPS为1.
40/2.
00/2.
72元,推荐评级",,,,"网宿科技","预计未来几年业绩仍将保持高增长;CDN业务随国内互联网流量的增长而业务量高增长,三网融合、云计算、流媒体丰富、电子商务交易量增加等互联网的趋势都对CDN业务有较大促进;中国移动弱势运营商的地位以及未来成立广电的运营商都对CATM有较大需求;面向中小网站的产品增加盈利能力;未来对于安全加速、企业应用有新需求;预计公司在业务量高增长的情况下保持一定盈利水平,业绩持续高增长","重点推荐公司及理由","公司推荐理由",,"金证股份","基金业务开始发力,后续新批基金的总包订单有望拿下一半市场,老基金也逐渐有产品开始进入客户;券商柜台市场、转融通、约定式购回等创新业务保持行业领先,业务重新聚焦之后未来几年业务趋势向好明显",,,,"华宇软件","法院和检察院的核心软件系统占有率大幅领先,预计天平工程和电子检务项目将先后实施,2个项目合计70亿元未来几年将大幅增加法检领域的IT系统投资;华宇软件本身在行业拓展初见成效,监狱、政法委、公安等系统都有成功的项目实施;12-14年EPS为0.
67/0.
90/1.
10元,当前估值约为13年17倍P/E,推荐评级",,,,"博彦科技","服务业外包产业规划出台标致未来的政策支持力度加大;在离岸外包行业整合的趋势总,博彦科技是具备整合能力的一线平台厂商;大展并表之后13年贡献20%以上的业绩;后续仍有潜在的并购案例","上周调研情况","公司推荐理由",,"用友软件","一季度收入增长、利润略减亏,复苏和调整效果不明显;咨询合同分签及U8产品分销进展较好,畅捷通的CSP平台推广顺利、UAP平台在技术上进展也比较大,公司整体的调整顺序推进;预期2Q起业绩将有改善,3-4Q会比较明显",,,,"网宿科技","国内的竞争格局还是比较稳固,世纪互联合并快网对行业竞争影响有限;互联网流量还是在比较快的增长,移动互联网的改变对行业是良性的价格提升;视频业务的运营商的收入都占比较大规模,预期未来几年都将保持较高增长",,,,"同方国芯","银行的双界面芯片如果有国内厂商出货,公司是最有可能的,但是预期出货会到4Q;居民健康卡是公司独家供货,但是下游推进速度不太乐观;SIM卡今年起恢复比较好的增长;国微的军工芯片价值未被市场充分认可,专用器件领域竞争力很强,包括市场关注度比较高的北斗芯片,出货量也是国内第一梯队的",,,,"蓝盾股份","12财年毛利率下滑主要是安全集成和安全服务的影响,公司新的战略方向"让你的安全更智慧",将业务方向从产品拓展到服务、集成及运营的全方位,利用服务和集成带动安全产品;另外,公司将重点业务拓展到智慧城市的应急指挥,目前已经获得一些订单,今年就可以看到收入","近期工作计划","近期工作计划",,"报告:","行业报告:《计算机行业2013年策略-景气复苏盈利提升,计算机板块显现投资机会》、《行业专题:金融机构新设及业务创新带来IT系统厂商新机遇》公司报告:《网宿科技(300017)-互联网加速需求旺盛,盈利提升》、《金证股份(600446)-深度报告:随基金系统崛起和金融创新落实追赶迷失的五年》、《华宇软件(300271)-深度报告:依法治国、IT支撑》、《旋极信息(300324)-深度报告:嵌入式产品军民两用潜力大,业务腾飞确定高增长》,"(报告、会议及路演等)","(调研、报告、会议及路演等)",,"会议:,,,,"路演:,"代码","名称","最新评级","研究报告发布时间","研究报告标题","每股收益",,,,"市盈率",,,,"每股净资产","市净率","股价","PEG",,,,,,"12A","13E","14E","15E","12A","13E","14E","15E",,"PB","41397",,"300324","旋极信息","推荐","03-30-17","深度报告:旋极信息(300324)-嵌入式产品军民两用潜力大,业务腾飞确定高增长","0.
840000610351562","1.
40000122070312","2","2.
72000244140625","38.
9880952380952","23.
3928571428571","16.
375","12.
0404411764706","9.
3269","3.
51134889405912","32.
75","0.
717968509591251","300017","网宿科技","推荐","02-26-17","网宿科技(300017)-互联网加速需求旺盛,盈利提升","0.
670000610351563","0.
990000610351563","1.
41000122070312","1.
99000122070313","49.
5522388059701","33.
5353535353535","23.
5460992907801","16.
6834170854271","5.
286","6.
28074158153613","33.
2","1.
09949506656335","600446","金证股份","推荐","03-01-17","金证股份(600446)-深度报告:随基金系统崛起和金融创新落实追赶迷失的五年","0.
270000152587891","0.
370000305175781","0.
520000305175781","0.
700000610351562","35.
5185185185185","25.
9189189189189","18.
4423076923077","13.
7","2","4.
795","9.
5900048828125","0.
915951384930139","300271","华宇软件","推荐","03-05-17","华宇软件(300271)-公司分析:依法治国、IT支撑","0.
670000610351563","0.
900000610351563","1.
19000061035156","1.
53000122070313","20.
5820895522388","15.
3222222222222","11.
5882352941176","9.
01307189542484","5.
5500048828125","2.
48468468468468","13.
790009765625","0.
618617092213783","300177","中海达","推荐","03-30-17","中海达(300177)-年报点评:打造测绘及位置服务一体化龙头","0.
360000305175781","0.
510000305175781","0.
710000610351562","0.
980000610351562","43.
5277777777778","30.
7254901960784","22.
0704225352113","15.
9897959183673","3.
896","4.
02207392197125","15.
670009765625","1.
07646555688416","300212","易华录","推荐","10-24-16","易华录(300212)-2012年三季报点评:主营高增长,河北项目启动在即","0.
655925519701492","1.
40000122070312","2.
09000122070313","2.
70000244140625","69.
8250008946798","32.
7142857142857","21.
9138755980861","16.
962962962963","5.
2281","8.
76035270939729","45.
8000390625","0.
889454790806848","300253","卫宁软件","推荐","08-09-16","卫宁软件(300253)-2012年三季报点评:出现业绩向上拐点,前景光明","0.
49497610411215","0.
630000305175781","0.
790000610351563","1.
02000061035156","53.
5379380536636","42.
0634920634921","33.
5443037974684","25.
9803921568627","4.
7402","5.
59048141428632","26.
5","2.
03300823963791",,"300188","美亚柏科","推荐","08-22-15","美亚柏科(300188)-2012年三季报点评:结算和人工影响短期业绩,主业强势长期看好","0.
70421107824061","0.
930000610351563","1.
21000061035156","1.
53000122070313","35.
2877152431127","26.
7204301075269","20.
5371900826446","16.
2418300653595","6.
5637","3.
78597437420967","24.
85001953125","1.
13533016437159","300300","汉鼎股份","推荐","08-28-16","汉鼎股份-300300-依靠资源和技术优势纵横拓展,高速增长","0.
66870388816092","0.
990000610351563","1.
25","1.
66000122070312","47.
7789954053795","32.
2727272727273","25.
56","19.
2469879518072","6.
5334","4.
89025622187529","31.
95001953125","1.
30110360677727","300311","任子行","推荐","08-05-16","任子行-300311-监管和舆情行业化,网络协议及数据处理技术领先`","0.
572075230693069","0.
75","0.
950000610351562","1.
14","28.
4752758483612","21.
72","17.
1473684210526","14.
2894736842105","5.
4832","2.
97089290925007","16.
290009765625","0.
986495824716077","300302","同有科技","推荐","08-04-16","同有科技-300302-迎接国内存储行业最好的时代","0.
499416352166667","0.
700000610351562","0.
920000610351563","1.
1","41.
7487331152543","29.
7857142857143","22.
6630434782609","18.
9545454545455","7.
5762","2.
752039280906","20.
85001953125","1.
1685865026067","600588","用友软件","谨慎推荐","07-31-16","用友软件-600588-半年报点评:依靠高端拓展和经营策略转变渡过经济难关","0.
390000305175781","0.
520000305175781","0.
670000610351563","0.
850000610351562","23.
8974358974359","17.
9230769230769","13.
910447761194","10.
9647058823529","2.
5609","3.
63934554258269","9.
3200048828125","0.
769134806616523","002376","新北洋","推荐","09-15-15","新北洋-002376-素质决定成长,成功可以复制","0.
670000610351563","0.
910000610351563","1.
19000061035156","1.
53000122070313","27.
7462686567164","20.
4285714285714","15.
6218487394958","12.
1503267973856","4.
3799","4.
2443891413046","18.
590009765625","0.
833944288923439","600271","航天信息","谨慎推荐","08-04-16","航天信息-600271-非税业务拓展顺利,增值税改革直接受益","1.
1","1.
30000122070313","1.
51000122070313","1.
78000122070313","12.
2545454545455","10.
3692307692308","8.
92715231788079","7.
57303370786517","5.
5721","2.
41919563539779","13.
480009765625","0.
713991032163335","002279","久其软件","中性","07-24-16","久其软件-002279-半年报点评:项目延迟导致收入下降,刚性费用拖累业绩","0.
10932967953837","0.
400000305175781","0.
530000305175781","0.
700000610351562","70.
9779817590756","19.
4","14.
6415094339623","11.
0857142857143","3.
4363","2.
2582428775136","7.
7600048828125","0.
590619634722792","300290","荣科科技","推荐","08-14-16","荣科科技-300290-半年报点评:修炼内功,踏实成长","0.
760000610351563","0.
990000610351563","1.
36000122070313","1.
69000122070312","24.
3947368421053","18.
7272727272727","13.
6323529411765","10.
9704142011834","4.
6492","3.
98778284436032","18.
540009765625","0.
722353041409042","002474","榕基软件","推荐","12-08-15","榕基软件-002474-国网订单集中确认,电子监管开始放量","0.
600000305175781","0.
720000610351562","0.
890000610351563","1.
15","15.
1833333333333","12.
6527777777778","10.
2359550561798","7.
92173913043478","6.
1693","1.
47666672069765","9.
1100048828125","0.
696733342546471","300166","东方国信","谨慎推介","07-27-16","东方国信-300166-呼叫中心增长较好,客户拓展顺利","0.
582137864938272","0.
850000610351562","1.
15","1.
52000122070313","25.
8529824401576","17.
7058823529412","13.
0869565217391","9.
90131578947368","5.
7617","2.
61207629692625","15.
050009765625","0.
637531953643527","300170","汉得信息","谨慎推荐","08-03-16","汉得信息-300170-半年报点评:高端服务,持续增长","0.
700000610351562","0.
900000610351563","1.
15","1.
5","31.
8571428571429","24.
7777777777778","19.
3913043478261","14.
8666666666667","6.
5861","3.
38591882904906","22.
30001953125","1.
13072887828866","300010","立思辰","推荐","03-16-15","立思辰-300010-投入效果初步显现,有望迎来高成长期","0.
180000152587891","0.
210000152587891","0.
25","0.
300000152587891","38.
8333333333333","33.
2857142857143","27.
96","23.
3","3.
1283","2.
23444043090496","6.
9900048828125","2.
17539914297475","600718","东软集团","谨慎推荐","07-01-15","东软集团-600718-外包业务稳定增长,熙康业务有望成为B2C模式突破口","0.
370000305175781","0.
450000305175781","0.
58","0.
700000610351562","20.
9459459459459","17.
2222222222222","13.
3620689655172","11.
0714285714286","4.
0254","1.
9252745068813","7.
75","0.
83110460679397","300036","超图软件","谨慎推荐","07-06-15","超图软件-300036-技术开发服务获得大订单,业绩快速增长可期","0.
0353933795","0.
28","0.
370000305175781","0.
450000305175781","275.
475248132211","34.
8214285714286","26.
3513513513514","21.
6666666666667","4.
6109","2.
11455464226073","9.
75","1.
23351498675237","002195","海隆软件","谨慎推荐","07-31-14","海隆软件-002195-对日软件外包逐渐复苏,新兴业务值得期待","0.
590000305175781","0.
75","0.
920000610351563","1.
16","17.
5254237288136","13.
7866666666667","11.
2391304347826","8.
91379310344828","3.
7315","2.
77100361784805","10.
340009765625","0.
704601492181022","002177","御银股份","推荐","08-02-15","御银股份-002177-业务模式创新,业绩激增","0.
231954837189747","0.
28","0.
350000305175781","0.
420000305175781","20.
5212361926566","17","13.
6","11.
3333333333333","2.
3978","1.
98515305696889","4.
76000244140625","0.
898561426653209",,,"002073","软控股份","谨慎推荐","05-21-15","软控股份-002073-跨越式成长推动业绩高速稳定增长","0.
28","0.
490000305175781","0.
650000610351563","0.
820000610351562","31.
5357142857143","18.
0204081632653","13.
5846153846154","10.
7682926829268","4.
0796","2.
16442788508677","8.
8300048828125","0.
602259338104256","002153","石基信息","谨慎推荐","08-23-15","石基信息-002153-11年中报点评业务结构优化,盈利能力进一步提升","0.
950000610351562","1.
12","1.
27000061035156","1.
5","20.
6842105263158","17.
5446428571429","15.
4724409448819","13.
1","3.
7552","5.
23274392841926","19.
65","1.
32405315780432","行业平均值"33.
8813067882537","23.
3783524608563","17.
8617300150205",,,"3.
54981007493761",,"0.
992577225718337"