提供2020Q1-Q3 主要公司（43 家，市值占比约80%）的累计收入、累计利润、预测方法。比中报时预测增速明显高，验证加速。

由于计算机行业公司分布于国民经济各个细分赛道信息化领域，上市公司也往往布局了多个下游子行业，因而大量碎片化数据信息难以在投资中形成较好的量化支撑。基于这一现状，在本系列报告中，我们意图通过收集行业数据和分拆上市公司财务数据，从子行业的各产业链环节中把握更多行业景气度信息。

市场回顾：上周沪深300 指数上涨0.38%，中小板指数上涨0.40%，创业板指数上涨0.33%，计算机（中信）板块下跌0.14%。板块个股涨幅前五名分别为：新晨科技，安恒信息，多伦科技，柏楚电子，安硕信息；跌幅前五名分别为：熙菱信息，梅安森，御银股份，汉鼎宇佑，神州信息。

The report covers the study of LiDAR market along with its components, types, applications, and end-user industries. The research involves study of LiDAR equipment and not LiDAR service management. LiDAR market is studied with respect to its four types, including airborne/aerial, mobile, short range, and terrestrial/stationary. Aerial LiDAR devices are mounted on aircrafts or drones, whereas mobile LiDAR are those equipped in vehicles, turbines, and other moving objects. Static/terrestrial LiDAR systems are deployed on land surface or buildings and towers. All LiDAR systems operate in range of about 0–10 meters are considered as short-range LiDAR. The applications of the LiDAR considered in the report include corridor mapping, seismology, exploration & detection, and others.

10 月14 日苹果将发布新一代机型iPhone 12 系列，iPhone 进入5G 新一轮景气周期。随着iPhone 定价更加亲民，竞争对手的高端品牌销量下滑，iPhone 手机销量有望扭转此前三年的下滑重回上升轨道。5G 创新推动供应链量价齐升。产业链龙头公司大部分属于资本密集型、人工密集型制造业，景气周期带动产能利用率大幅提升，标的公司业绩有望超预期。推荐龙头：鹏鼎控股、信维通信、立讯精密、歌尔股份、东山精密等。