靚麗半年報提(ti)振高(gao)質(zhi)量發展(zhan)信(xin)心。證監會統計數據顯(xian)示，截至(zhi)8月(yue)31日，3695家上市公司披(pi)露了2019年半年報，共實現營(ying)業(ye)收入23.55萬億元(yuan)、凈(jing)利(li)潤2.14萬億元(yuan)，同比(bi)分別上升(sheng)9.35%、6.56%。多(duo)個行業(ye)增長勢頭明顯(xian)，其中計算(suan)機行業(ye)漲(zhang)幅居前。分析人士(shi)認(ren)為，云計算(suan)、安全可控、醫療IT、金融IT等細分領域景氣度高(gao)。

　　龍頭盡顯“頭雁效應”

　　計算機(ji)行業207家(jia)(jia)公(gong)司中，134家(jia)(jia)凈利潤(run)實現同(tong)比(bi)增長，占比(bi)65%。龍頭(tou)公(gong)司繼(ji)續在推動經濟(ji)和自身高質量發(fa)展(zhan)中發(fa)揮“頭(tou)雁(yan)效應”。朗新科(ke)技、維宏股(gu)份、東方通、華勝天成、御銀股(gu)份等公(gong)司凈利潤(run)同(tong)比(bi)增長均(jun)超10倍。

　　天風證(zheng)券計(ji)算(suan)機行業首席分析(xi)師(shi)沈(shen)海兵表示，計(ji)算(suan)機行業半年報(bao)整體表現略超預期(qi)，尤其是龍(long)頭公司表現良好，如用友網絡、廣聯(lian)達、恒生電子(zi)、浪潮信(xin)息等。從細分板塊來看，云計(ji)算(suan)、安全可控、醫療IT業績向(xiang)好，金融IT板塊公司實現邊際(ji)改善。

　　轉(zhuan)型(xing)加快，A股云(yun)計算板(ban)塊龍頭財務數據(ju)亮眼。2019年(nian)上(shang)(shang)半年(nian)，用(yong)友網(wang)絡凈(jing)利(li)潤(run)同(tong)(tong)(tong)(tong)比增(zeng)(zeng)長(chang)290.1%，其中(zhong)(zhong)，云(yun)服(fu)務業(ye)(ye)(ye)務（不含(han)金融(rong)類(lei)云(yun)服(fu)務業(ye)(ye)(ye)務）實(shi)現收入約4.72億(yi)元，同(tong)(tong)(tong)(tong)比增(zeng)(zeng)長(chang)114.6%；廣聯達云(yun)服(fu)務業(ye)(ye)(ye)務實(shi)現收入3.71億(yi)元，同(tong)(tong)(tong)(tong)比增(zeng)(zeng)長(chang)197%。安全可控領域，中(zhong)(zhong)國軟(ruan)件上(shang)(shang)半年(nian)營收同(tong)(tong)(tong)(tong)比增(zeng)(zeng)長(chang)34.91%，中(zhong)(zhong)新賽克上(shang)(shang)半年(nian)營收同(tong)(tong)(tong)(tong)比增(zeng)(zeng)長(chang)26.12%。醫療IT行業(ye)(ye)(ye)在(zai)電(dian)子(zi)病歷、互聯網(wang)醫療相關(guan)政策的推動下持(chi)續高景氣，創業(ye)(ye)(ye)慧康(kang)上(shang)(shang)半年(nian)凈(jing)利(li)潤(run)同(tong)(tong)(tong)(tong)比增(zeng)(zeng)長(chang)104.59%，衛寧(ning)健康(kang)上(shang)(shang)半年(nian)凈(jing)利(li)潤(run)同(tong)(tong)(tong)(tong)比增(zeng)(zeng)長(chang)36.61%。金融(rong)IT企業(ye)(ye)(ye)邊際改善，恒(heng)生電(dian)子(zi)上(shang)(shang)半年(nian)凈(jing)利(li)潤(run)同(tong)(tong)(tong)(tong)比增(zeng)(zeng)長(chang)125.85%，同(tong)(tong)(tong)(tong)花順(shun)凈(jing)利(li)潤(run)同(tong)(tong)(tong)(tong)比增(zeng)(zeng)長(chang)38.45%。