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国泰君安：中小盘策略专题研报.pdf
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中小盘策略专题报告 ............................................................................................................................................ 3
城轨投资加速，寻找相关成长股：松芝股份、永贵电器、达实智能、辉煌科技 ................................................ 3
1.1. 引言 ............................................................................................................................................................3
1.2. 地铁行业面临快速发展.............................................................................................................................4
1.3. 地铁空调供应商 – 松芝股份 ...................................................................................................................6
1.4. 城轨连接器龙头 – 永贵电器 ...................................................................................................................8
1.5. 信号系统供应商 – 国电南瑞、众合机电 ...............................................................................................9
1.6. 轨道交通智能化工程 – 达实智能、辉煌科技 ..................................................................................... 11
2. 调研理由及总结 .................................................................................................................................................. 13
3. 调研纪要及结论 .................................................................................................................................................. 17
3.1. 博云新材 ..................................................................................................................................................17
3.2. 圣阳股份 ..................................................................................................................................................18
3.3. 美亚光电 ..................................................................................................................................................19
3.4. 康力电梯 ..................................................................................................................................................20
3.5. 海能达 ......................................................................................................................................................21
3.6. 富安娜 ......................................................................................................................................................22
3.7. 博实股份 ..................................................................................................................................................23
3.8. 贝因美 ......................................................................................................................................................25
4. 公司点评 .............................................................................................................................................................. 27
4.1. 上海绿新 ..................................................................................................................................................29
4.2. 盾安环境 ..................................................................................................................................................30
4.3. 东华能源 ..................................................................................................................................................32
4.4. 特锐德 ......................................................................................................................................................33
4.5. 瑞康医药 ..................................................................................................................................................36
4.6. 正海磁材 ..................................................................................................................................................37
4.7. 中顺洁柔 ..................................................................................................................................................39
4.8. 光线传媒 ..................................................................................................................................................40
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