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Table_MainInfo Table_Title / 5G Table_Summary 2018 H1 2018H1257.41% 68.05% 36.69% 29.79%27.59% 12 17.55%26.26% 8.20%131.70% 82.26% 71.54% 62.16% 46.71%28 50.14% 101.14%141.32%2018H1 60.82 71.65%3.25 228.26% 173.81 55.33%2 6.23 40.07% 4130.47 21.28% 3.53215.50% 62 2018H122 983350.90 1.07% 20152015 2018H1 5G 5G IDC&CDN IDC5G Table_CompanyFinance EPS PE 2017A 2018E 2019E 2017A 2018E 2019E 28.87 0.78 0.85 1.02 37.01 33.96 28.30 14.38 0.30 0.46 0.73 47.9 31.3 19.7 46.30 0.50 1.60 2.42 92.60 28.94 19.13 60.40 4.22 2.68 3.60 28.63 22.54 16.78 20.86 0.60 0.69 0.90 34.8 30.2 23.2 Table_Invest Table_PicQuote -33%-24%-15%-6%3%12%2017/92017/102017/112017/122018/12018/22018/32018/42018/52018/62018/72018/8Table_Trend % 1M 3M 12M -1.14% -16.54% -29.33% 4.17% -1.83% -13.61% Table_IndustryMarket 102 11892 6295 19.61 2.54 10823 321 % 53.02 Table_Report 5G 2018-09-02 2018-08-12 IPO5G 2018-07-29 2018-07-23 Table_Author S0550517030001 021-20361109 xiongjnesc S0550518010001 010-58034574 sunsmnesc / 2018-09-12 2 / 21Table_PageTop 1. 2018 H1 . 4 1.1. 2018 H1 12 28 .4 1.2. .5 1.3. .6 2. . 6 2.1. .6 2.2. SaaS .7 2.3. IDC CDN .8 2.4. .9 2.5. 5G .10 2.6. . 11 2.7. .12 2.8. .12 2.9. .13 2.10. .14 3. . 15 4. . 16 5. . 18 6. . 19 . 20 1 2018 H1 . 4 2 2018 H1 . 4 3 . 5 4 . 5 5 % . 6 6 . 6 7 . 6 8 . 6 9 . 7 3 / 21Table_PageTop 10 . 7 11 SaaS . 8 12 SaaS . 8 13 IDC&CDN . 9 14 IDC&CDN . 9 15 . 10 16 . 10 17 .11 18 .11 19 .11 20 .11 21 . 12 22 . 12 23 . 13 24 . 13 25 . 13 26 . 13 27 . 15 28 . 15 29 2018 H1 . 15 30 . 16 31 . 16 32 . 17 33 . 18 34 . 18 1 2018 H1 . 7 2 SaaS 2018 H1 . 8 3 IDC CDN 2018 H1 . 9 4 2018 H1 . 9 5 2018 H1 . 10 6 2018 H1 .11 7 2018 H1 . 12 8 2018 H1 . 12 9 2018 H1 . 13 10 2018 H1 . 14 11 . 17 12 . 17 13 2018-8-31 . 19 4 / 21Table_PageTop 1. 2018 H1 1.1. 2018 H1 12 28 2018 H1257.41% 68.05% 36.69%29.79% 27.59% 12 17.55%26.26% 8.20% 1 2018 H1 Wind 2018 H1131.70% 82.26% 71.54%52.16% 46.71% 28 50.14%101.14% 141.32% 2 2018 H1 Wind 5 / 21Table_PageTop 2018 H1 145.77 78.242018H1 27.74%40.50% 1.2. 2018 HI A 15.00% 30013.81% 28.32%17.55%A 30027.74% 3 Wind A 17.89% 30016.85% 23.55%-50.14% 40.50% A300 4 Wind 6 / 21Table_PageTop 1.3. 2018 H1 24.80%1.87A 19.99% 300 20.05%29.16% 2018 H1 8.35%0.975 % 6 Wind Wind 2018 H1 8.03%0.35 2018 H1 0.70%0.67 0.5%2.0% 7 8 Wind Wind 2. 2.1. 2018 H1 555.917 / 21Table_PageTop 22.82% 38.96 11.53%13 15.14%-3.10% 1 2018 H1 % 2018 H1 EPS YoY YoY 2018E 2019E 002089.SZ 7.65 1.91 -69.30 -0.07 -110.19 0.18 0.32 600345.SH -1.51 0.70 -53.55 1.42 21.60 600105.SH -26.21 14.06 55.44 0.95 -37.74 002313.SZ -26.06 18.28 79.80 0.52 77.56 0.72 1.05 002491.SZ -11.74 23.33 14.37 3.49 19.47 0.65 0.81 300252.SZ -28.62 13.69 28.46 1.16 -5.59 0.33 0.45 000836.SZ 13.94 10.24 5.10 0.69 -3.10 0.12 0.14 000070.SZ -22.05 25.57 2.75 1.14 -8.26 0.50 0.63 300394.SZ -19.53 2.07 20.91 0.54 -9.77 0.68 0.88 002281.SZ -27.40 24.35 1.82 1.31 -24.60 0.58 0.76 600498.SH -13.81 111.94 15.14 5.01 2.19 0.85 1.08 600522.SH -36.80 157.06 27.68 10.64 11.40 0.73 0.91 600487.SH -23.21 152.72 33.81 12.15 44.49 1.61 2.05 Wind 6 30 EPS Wind 2016 H19 10 Wind Wind 2.2. SaaS 2018 H1 SaaS 28.222.53% 8 1.71 182.61%8 / 21Table_PageTop 9 *ST 3.82 55.78% 3.16% 2 SaaS 2018 H1 % 2018 H1 EPS YoY YoY 2018E 2019E 300166.SZ 17.37 5.79 5.78 1.08 3.16 0.53 0.67 300250.SZ -19.30 1.51 6.13 0.19 100.81 0.47 0.66 300047.SZ 41.57 11.83 22.09 0.50 143.48 0.56 0.75 600289.SH *ST -75.65 4.87 -28.17 -3.82 -1612.61 002467.SZ -29.15 4.22 1.49 0.34 -27.43 Wind 6 30 EPS Wind *ST 2018100% 11 SaaS 12 SaaS Wind Wind 2.3. IDC CDN 2017 IDC 534.718.3% IDC 946.132.4% 5.430% 2020 2000 2018 H1 IDC CDN 233.138.46% 7 15.93 5.86% 69 18.00%20.52% 9 / 21Table_PageTop 3 IDC CDN 2018 H1 % 2018 H1 EPS YoY YoY 2018E 2019E 300383.SZ 1.81 27.82 54.20 3.17 51.43 0.48 0.68 300017.SZ 0.92 30.60 25.29 4.45 7.33 0.41 0.52 000971.SZ -48.46 4.22 0.85 0.28 -66.21 002335.SZ -38.72 13.81 58.04 0.89 -68.58 0.89 1.15 600804.SH -29.54 35.22 -17.12 2.49 -35.91 0.45 0.44 600845.SH 42.90 24.13 18.00 3.15 44.44 0.68 0.89 600589.SH -27.18 7.97 16.11 0.86 31.37 000815.SZ -45.89 5.13 37.65 0.25 833.45 603003.SH -27.74 84.23 -2.08 0.40 20.52 Wind 6 30 EPS Wind IDC&CDN 2016H1IDC 13 IDC&CDN 14 IDC&CDN Wind Wind IDC&CDN IDC&CDN2.4. 2018 H1 75.04 4.38%10 1.60 87.48% 74.52 11 6.33%-3.95% 4 2018 H1 % 2018 H1 EPS YoY YoY 2018E 2019E 002413.SZ -45.82 3.93 33.16 0.71 40.03 0.15 0.21 300456.SZ -24.70 3.49 24.24 0.61 155.52 0.41 0.61 000687.SZ -12.37 11.78 83.37 0.53 -12.32 0.20 0.29 600485.SH 0.00 1.20 -93.86 -4.52 -161.45 10 / 21Table_PageTop 300353.SZ -2.35 3.68 8.91 0.31 -24.47 0.35 0.50 300065.SZ -22.56 3.19 -0.10 0.71 7.83 0.39 0.49 000547.SZ -27.89 10.00 13.84 1.77 33.03 0.26 0.32 300008.SZ -30.06 5.89 -20.22 0.42 -47.85 0.27 0.34 002544.SZ -12.97 22.22 -3.30 0.41 -30.30 0.41 0.51 000561.SZ -30.68 4.69 6.33 0.23 -3.95 0.16 0.20 600435.SH -33.68 4.98 -27.53 0.43 40.58 Wind 6 30 EPS WInd 15 16 Wind Wind 2.5. 5G 5G 5G5G2018 H1 130.4721.28% 6 3.53 215.50%2 7 25.29%8.74% 5 2018 H1 % 2018 H1 EPS YoY YoY 2018E 2019E 300134.SZ -45.65 9.03 -0.24 -0.21 77.23 002547.SZ -45.42 23.18 57.76 0.46 -6.45 002194.SZ *ST -60.08 5.39 -31.94 -0.70 70.24 300292.SZ -35.45 14.38 25.29 0.96 7.20 002446.SZ -33.10 7.14 40.29 0.95 8.74 002396.SZ -5.19 35.17 47.39 1.49 92.66 1.05 1.29 603118.SH -35.69 36.17 1.94 0.57 -57.28 0.25 0.29 Wind 6 30 EPS Wind 2018 H1
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