1、 务? ?研? 2018 2019.01 ?务? Copyright?务? CONTENTS ? ? ? ? ? 01/ 02/ 03/ 04/ 05/ Copyright 投中信息 ? ? 01/ 2018?5 ? ?IT? ? 1517?23?IPO 62 236 338 ? ?6?2? 2013?2017?映? 2018? ? Copyright 投中信息 3.56 15.72 51.29 101.63 116.3 106.91 0.97 6.58 29.6 58.52 67.57 63.25 0 10 20 30 40 50 60 70 80 0? 20? 40? 60? 80? 10
2、0? 120? 140? 2001620172018 ?(?)?(?) ?研?CVSource?务?2019.1 2013-2018? 116.06? 116.30? 115.59? 113.82? 113.09? 112.43? 111.08? 110.11? 109.46? 108.92? 107.86? 106.91? 67.3?67.2? 67.1? 65.8?65.9?65.9?65.5? 64.4?64.1? 64.0? 63.6?63.3? 61 62 63 64 65 66 67 68 102? 104? 106? 108? 110? 112? 114?
3、116? 118? 0070809101112 ?(?)?(?) ?研?CVSource?务?2019.1 2018? 62 236 15 ? ?4? ?11%?5? ? ?8%? ? Copyright 投中信息 10273 10311 10260 10114 10369 10304 10170 10075 10013 9967 9865 9777 0%? 20%? 40%? 60%? 80%? 100%? 0070809101112 ? ?研?CVSource?务?2019.1 2018? 10280 10319 10256 10090 1003
4、1 9985 9868 9818 9789 9762 9679 9605 0%? 20%? 40%? 60%? 80%? 100%? 0070809101112 ? 2018? ?研?CVSource?务?2019.1 ? ? ?568?务? ?33%? ? Copyright 投中信息 16.55 3.35 4.05 4.40 4.40 5.28 5.28 5.28 5.46 13.03 32.92 0%?5%?10%?15%?20%?25%?30%?35%? ? ? ? ? ? ? ? ? ? IT? ? ?研?CVSource?务?2019.1 2018? 2018
5、? 49%? 19%? 5%? 5%? 5%? 3%? 2%? 2%? ? IT? ? ? ? ? ? ? ? ? Copyright 投中信息 ?2? ?研?CVSource?务?2019.1 1637 1440 1273 933 903 624 373 371 358 340 2439 1878 1618 1390 1032 989 636 405 378 404 358 2542 ? ? ? ? 副? ? ? ? ? ? ? 2018 2017 ? ?10%?务?(?);? ? ? ? Copyright 投中信息 27.27 3.35 3.70 4.05 4.05 7.75 8.10
6、8.10 8.27 11.80 13.56 0%?5%?10%?15%?20%?25%?30%? ? ? ? ? ? 副? ? ? ? ? ? 2018? 2018? 15%? 13%? 12%? 9%?8%? 6%? 3%? 3%? 3%? 3%? 25%? ? ? ? ? 副? ? ? ? ? ? ? 338 15 ? 2018?1517?务? 1397?(?/?)? ? Copyright 投中信息 109 64 126 198 109 101 194 156 95 91 136 138 0.59 1.97 1.57 0.550.93 1.92 0.80 0.610.96 1.491.0
7、1 0 0.5 1 1.5 2 2.5 0? 50? 100? 150? 200? 250? 0070809101112 ? 2018? ?研?CVSource?务?2019.1 副?(?)?去? ?002942?12-054.30 ?603187?11-296.45 ?002943?11-294.40 ?300749?09-253.48 ?603583?09-218.81 ?300748?09-212.24 ?300724IT?08-1011.33 ?002932?07-103.40 ?603105?07-094.25 ?603693?07-0310.62 ?套6019
8、90?06-1310.42 ?603045?05-172.37 ?603596?04-276.17 2018?IPO? ?IPO Copyright 投中信息 副?(?)?去? ? ?603348?04-268.39 ?603773IT?04-177.89 ?002930?03-285.19 ?002929IT?03-0113.22 ?务?603516IT?02-024.59 ?300737?01-2515.19 ?研300738IT?01-192.96 ?300736?01-092.60 ?603161?01-055.59 ?603080?01-034.83 2018?IPO? ?IPO C
9、opyright 投中信息 ?+H? (833330.OC)(01877.HK)?2018?12?24? ?IPO?31?+H? ? ?副? ?(603187)? ?IPO? ? ?100%? ?IPO? 2018?4?26?(603348)?副? ?副?5,500? 15.26?/?8.39? ? ? ?IPO ? Copyright 投中信息 2018?11?29?(603187)?副? ?副?2,000? 32.25?/?6.45? ? ?去? ? ? ? Copyright 投中信息 ? ? 02/ ? ? ?IT? ? ?20? ?VC/PE? 研?2018?1402? ?604.4
10、3?51%?45%? ?2015? ? ?2018? ?务? ? ? ? Copyright 投中信息 ?15? 16?17? ? ? 10.02 134.08 1216.17 1390.89 1336.25 604.43 60 330 2565 2940 2725 1402 0? 400? 800? 1,200? 1,600? 2001620172018 ? ?研?研?务?2019.1 2013-2018? ? ? Copyright 投中信息 144 25? 27? 27? 30? 31? 38? 47? 76? 76? 83? ? ? ? ? ? ? ? 副? ?
11、? ? 327 43 46 47 49 65 105 110 171 186 253 ? ? ? ? ? ? ? 副? ? ? ? 2018? ? 2018? ? Copyright 投中信息 2018? 48%? 14%? 6%? 6%? 5%? 4%? 4%? 3%? 3%? 2%? 5%? ? IT? ? ? ? ? ? ? ? ? ? 28.98 14.10? 16.09? 20.25? 23.94? 25.92? 28.26? 34.28? 34.47? 85.17? 292.97 ? ? ? ? ? ? ? ? ? IT? ? 2018? ?(?)?(?)?去? ?835930?8
12、,268200,000 ?871326?93,429175,647 ?871728?35,000144,900 ?831399?56995,632 ?872452?87,17992,000 ?833581?8,46289,698 ?830946?12,41655,872 ?833365?10,73353,987 ?872087?5,56152,000 ST?871392?3,66350,400 2018?TOP10 ? Copyright 投中信息 ?2017?101? ?45%? ? 2018?11?30?600884? ?尽?20? 务? ?8267?24.19? ?名?名? ?尽?2?
13、? ?20?2018? ? ? ? ?副?尽?的? Copyright 投中信息 2016?2?16? ?奉?尽? ? ?尽?LCO? ?NCM?NCA? ?LMO?ATL? ?LG? ?635?尽?VC/PE? ?267?22?2017 ?2018?VC/PE? 46%? VC/PE? Copyright 投中信息 ? ? 22.31 17.27 45.48 29.97 27.27 18.58 22.93 22.21 18.19 10.80 20.85 11.14 52 42 113 70? 73 52 35 49 41 33 37 38 0? 10? 20? 30? 40? 50? 010
14、203040506070809101112 ?(?)? ?研?CVSource?务?2019.1 2018VC/PE? ?尽?(?)? ?VC?PE?59,699 ?VC?PE?40,004 ?PE?35,000 ?PE?30,000 ?VC?PE?25,578 ?副?VC?PEST?25,000 ?VC?PE?24,600 ?VC?PEST?20,000 ?VC?PE?19,997 ?副?VC?PE?19,500 2018 VC/PE?TOP10 VC/PE?TOP10 Copyright 投中信息 Copyright 投中信息 ? ? 03/ ?49? ? ? ? 2018?231?390
15、? ?18%?5?奉?油? ?36%? Copyright 投中信息 55.14 20015 412.44 476.41 390.14 18.9? 4.6? 28.1? 43.7? 140.9? 9.5? 13.5? 26.8? 24.8? 39.3? 12.2? 27.8? 17 16 20 17 23 25 18 30 16 15 21 13 0? 40? 80? 120? 160? 0070809101112 ?(?)? ?研?研?务?2019.1 2018? ? ?(?)?)?尽 副?尽 ?27.0024.30 ? ?22.0321.39 ?
16、20.1720.17 ? IT?18.0018.00 ?20.3817.71 ?15.4213.87 ? ?13.0013.00 ?11.9811.98 ?21.0011.55 ? ?10.009.99 2018副?尽?TOP10 ?TOP10 Copyright 投中信息 ?49?尽?副?尽? ?121.51?务副?尽?模?务? ? ?27?副? TOP10?务? ? 2018?9?14?(300132)?+? ?90%?24.30? ?务?15.1? ?9.2? ?副? ? ?7.28? ?(600221)?2018? ?61%?33.4? ?告?11?9? ? Copyright 投中信
17、息 ?务? ? ? ? ? ? ?ODM? 62 236 338 ? Copyright 投中信息 2018副?尽?尽? 16 6 5 3 3 2 1 20 2 4 3 1 5 1 6 2 1 ? ? IT? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?尽 副?尽 49?务?IT? ?尽?副?尽?尽? ?副?模? 副?尽?尽务? Copyright 投中信息 ? ? 04/ ? ?TOP1? 20018? ? ? 888.012,271.801,912.291,910.62 ? ? 236.29433.22363.63278.91 矿? ?%? 5.
18、3113.4720.7453.88 ? ? 20.8630.1828.7147.23 ? ? 43.3840.8633.4222.13 ? ? 5.635.123.852.27 ? ? 37.7535.7429.5719.86 2015-2018? ? Copyright 投中信息 0? 200? 400? 600? 800? 1,000? 1,200? 0070809101112 899001899002 ?研?研?务?2019.01 2018? ?(?)?(?)?去? ?430719?1.33161,467 ?834206?47.13137,891 ?834447?2
19、5.95127,459 ?套830899?1.66124,951 ?套832970?8.04102,385 ?833330?15.3498,685 ?872386?4.5290,489 ?务?833858?5.6576,407 对?836053?8.2668,737 ?套835337?3.4949,458 2018?TOP10 ?TOP10 Copyright 投中信息 ?(?)?(?)?去? ?430719?1.33140,764 ?套830899?1.6687,408 ?872386?4.5240,602 ST?831963?0.1332,238 ?832924?0.3931,557 务?
20、834777?1.2519,068 ?834102?1.9817,938 ?833114?0.2516,187 ?套832970?8.0415,257 务?833499?0.6214,279 2018?TOP10 ?TOP10 Copyright 投中信息 ?(?)?去? ?838006?452.01 ?去837893?228.78 ST?834338?190.43 ?836801?189.23 ?832159?174.61 ?833330?147.96 ?832666?143.06 ?430719?133.50 ?套832970?123.25 ?837894?119.25 2018?TOP1
21、0 ?TOP10 Copyright 投中信息 Copyright 投中信息 ? ? 05/ ?+H ? ? ? Copyright 投中信息 1?12? ?尽? ? ? ?副? ?奉?奉? ?尽副? ?奉模?告? ? 1?15?套?副? ? ?务? ?去? ?告? ? 4?21?尽? ?12?24?+H? ?IPO? ? Copyright 投中信息 5?25? 尽?940?尽?尽?1393? ?30.17%?尽?IPO ?告?尽? ? ? 务?务?务?副 ?套?7? 10?19?天? ? ?天? ? 10?25?尽? ? 模? ? Copyright 投中信息 12?28?尽?模 ? ? ?副?模? 研?尽? 模?导?尽 ?尽? ? ? 11?5?副?副? 套?副? 务?务?模? 12?7? ?副? ?尽? ABOUT US ?务 INVEST IN YOUR DREAM ?务?2005?务? ? ?务? ?研? ? ? ?务? ? ?务? ? ? ?务?研? ?VC/PE? ? ? ?研?研? ? ?研? ? ?OA? ? ? ?2007?务?务? ?模?务 ?研?务? ? ? ? ? ?+86-10-59786658? ? ?+86-10-85893650-603 ? ?100007? Email? ? ? ? ?11?务?A?7?