显示面板行业深度研究报告：供需拐点已至，面板双雄王者归来.pdf
2009 1210 LCD 2 32/55 LG 2020 3 BOE ROE LG LG 5 B17 1 2 T4 2 LG 31% BOE 30% LCD BOE 50%-60% 618 IT 1 1 90k 8.5 2020 2 mini LED LCD 6 7 LG LG LCD ROE BOE LCD OLED TCL OLED LCD+OLED A 20-22 EPS 0.14/0.23/0.33 PE PB 2021 30X 6.9 TCL 20-22 EPS 0.27/0.37/0.38 2020 30X 8.1 / LCD EPS PE 2020E 2021E 2022E 2020E 2021E 2022E PB A 5.32 0.14 0.23 0.33 37 23 16 2.13 TCL 6.87 0.27 0.37 0.38 25 19 18 3.09 Wind 2020 07 09 0755-82755859 gengchenhcyjs S0360517100004 xiongyiyuhcyjs S0360520060001 % ( ) 75 1.93 ( ) 10,852.38 1.33 ( ) 8,839.29 1.48 % 1M 6M 12M 13.01 13.65 51.62 -7.35 -4.07 24.32 2018-12-28 -7% 17% 41% 65% 19/07 19/09 19/11 20/01 20/03 20/05 2019-07-10 2020-07-08 300 2020 07 10
报告吧