???¥æ?ï¼???å®?è¯??¸ç??ç©?/FONT>
??
????
????
????
????
????
????
????
????? ??/STRONG>
????
????天士??
????ï¼?600535.SHï¼?
????
?????¿æ???»è?ï¼????¸æ??¸?????°è???头ï?22å¹´å??为ç????????ç»?常æ?§æ????å¹²æ?°ï?ä¸?绩æ?¿å??ï¼?23å¹´å??ç´?解é?¤ï?ä¼?ç»???ç§??¢å?å¢??¿ï?管线产å??丰å???ç»??·æ?¹æ??ä¾?å¢???????????????ï¼?23Q1?????¾å????»é?¢ç??¢å?+?°å????å¿???è¡?管ç???¶æ????ï¼?å¸þ@?¨å???¸ä¸¹??滴丸ç?产å???¾é??ï¼?ä¸?绩é?计æ?¶å??0ï¼?ï¼??£é??30ï¼?å¢??¿ã??
????
????????ä»·å?¼æ³¢?¨è?é¢???ï¼?????è¿?å±?ä¸???é¢???ç???
????
????????å®??»è????天士??深度?¥å??ï¼?ä¸????°ä»£??é¢?????ï¼??¥æ?±å???°å??å±??°æ?¶ä»£
????� �/STRONG>
????
????仲æ?????
????ï¼?300908.SZï¼?
????
????1.?±æ²¹äº§å??线ä?å¿????¾é??ï¼?23å¹´é???å®??°å??æ¯?100ï¼?å¢??¿ï?2.?????¹å??ï¼??????±æ?è±?æ²¹ç???æ¯?ä¸?æ»?ï¼?é¢???23Q1æ¯??©ç????æ¯?????2PCTï¼?3.ä¼???????´¹?¨æ???¾æ?¹å?ï¼?空ä¸è½??°é???2022年央è§?广å??????300ä¸???ï¼?23å¹´ä?ä¼?????æ¤ç±»ï¼?
????
?????±æ²¹?¨å¹¿ä¸???é¢?????
????
????仲æ?????ï¼?300908.SZï¼?ï¼???????ä¼??¿å?¸å?ºï??±æ²¹äº§å??å¿?????å±?
?????°æ?è´?/STRONG>
????
?????±ç?å®?/STRONG>
????ï¼?300896.SZï¼?
????
????产å??管线å¸?å±?å·²å????????åº???ä¸?绩å??¿ã???????°æ????ç»????°ã??è¢???????头é?¨æ????
????
?????°å???¨å¹¿ä¸?ç¡???§ï?è¡?ä¸???管è?严ï?è¡?ä¸?ç«?äº????§ï???????å¤???
????
??????????模å?????¶ï?强è??¥æ???¿äº§???¨æ????
????? å?
????
???????å¾?/STRONG>
????ï¼?002446.SZï¼?
????
????è¿???设å??¿å???¶æ??§å??è°?ï¼??¿å?????°å?¸æ?¾é??ç½??§ä»·æ¯?ï¼?ä¸???lphaå±??§æ???¾ã??2022å¹´å???¸å????track产å??è¿?å±?顺å?©ã??é¢?计å???¸ä?å¹´å?继ç»?¨è???ç±?nline?ºå?°å?¨å?½å??主æ?fab??ç«???éª?è¯??????¸æ??¶æ?¾å½±?ºå??·ç??????£ï???ä¸?客æ?·æ?????è¾?ä½?ï¼?é¢?è®?023å¹´å????track订å????ä»?å°?ç»´æ??è¾?å¿???¿ã??
?????°å???????¹é???1ï¼???????åþ=?æ´?设å?demo?ºå?°ç????è¿?å±?顺å?©ï?该类产å??主æ??å·????ç«?äº?è·?º¿ï¼?è¦???????ä¸????????åþ=?æ´??¸å?????ï¼????ºä»·?¼é??è¾?é«?ï¼??½äº§????è¾?ä½???2ï¼????¶å???¸å?¨å?è£?/å??¨ç?é¢???åº??¨ç???????ºä??¨å????¶æ?ï¼?è¿?????????è¿?å°?è£???å±?è¶??¿ã???????°å??å¼???????ç»??¨è?ï¼????¸å???ç»?????°å??¿æ?²çº¿??
????æ¶??¶æ?¾å½±è®¾å??½äº§????ä½?ï¼?å¤?é¢????¿ä»£ç©ºé?´å????ï¼????¶å????Chiplet??è¿?å°?è£?ç??°å?´äº§ä¸?è¶??¿ï?订å???½è?åºþA?é«???
????
????ä¸?游é??æ±?ä¸???é¢???ï¼?????è¿?åºþ????é¢?????
????
???????å¾??688037.SHï¼?ï¼??½å??æ¶??¶æ?¾å½±è®¾å?é¾?头ï?深度?????½äº§?¿ä»£
?????? å·?/STRONG>
????
??????????å?/STRONG>
????ï¼?002648.SZï¼?
????
????1??ä¸??·è?±æ°¢??ä¹??·è?解价å·????å·²ç?è§þ@???è¿???ï¼??±ä?ä¹??·å??ä¸??·ç???½æ?å±??§ï?????ä»·æ?¼é?ä½?æ³¢å??????¶å?è§?ç»?æµ?ä¸?è¡???ä¼?ç»???æ·¡å?å¸þ=?¥ä?????ä¸???»·?¼ç??ä¼?导å???»ï?PDH??ä¹??·è?解价å·????¾æ?¿å??ï¼?????å·²ç?è¾¾å?°å?½å??å¼?è¿?PDH??ä¹??·è?解å???????²æ??å·?»·å·?°´å¹³ã???¨å??????¹å?????å¸?ï¼???ä»??为ä??·å??ä¸??·é??????????æµ·å????µé??æ±???æ¸?ä¸?????ç¼?æ¥ä?è·?ï¼?ä¸?游é??æ±?ç«??¨å??å£åº¦??ä¹??¶å??è¡¥å??ºå?è¿??¥ä¿®å¤?ï¼?å½????ºæ???¢é????ºæ??·²ç»??°å???
????2??ä¸????¸å??????å£åº¦å°?è¿??¥é??æ±?ä¿????ä¸????¸ç?????±ä???æ±?ä¸?æ»?ï¼?ä¸?游å??¨è?????ç»??ä»·æ?¼æ?¿æ?¥è?å·????ä»??为ç????ä¸?è·?è¶??ºå?ºæ???¢å??ç´?ï¼?主è?????ºå??å¼?ï¼???æ±?å°??¨é??ä¹??¶å??å¼???¿®å¤??????¶ï??±ä???¥½??ä¾????¼å?ï¼???ä»??为ä?2-3å¹´ç??维度ä¸???ï¼?ä¸????¸å?????????åºþA?½å?ç»´æ????
????3?????¸æ???¿æ?§æ?¾è??ï¼???è§?å·þ?¾§å¸?å±????ºã??Q3è¿?äº?æ¸???·è?解ä?????产å?¨å?³ï????¶ç»¿?²å??åþ=?°æ????产ä???¡¹???äº?å¹´å????ç»?»º????产ï????¸ç??èµ????????ç»?©±?¨ç???©å??¿ã??æ¤æ?绿è?²å??åþ=?°æ????项ç?????¸å???»æ?§å?å±?äº??µæ?级碳?¸é????α-??????POEç?ä¸?ç³»å???¡è??å????°æ????ç³»å??项ç???????è½»ç??????ä¼??¿ä»¥?????»æ?§å??é«?强度?????????¥æ?????¨æ?°æ??????è§???ä¸??±é????ºã??
????
????ï¼?1ï¼?天ç?¶æ?ä»·æ?¼å¤§å¹?æ³¢å???
????ï¼?2ï¼??ºå?£è??½æ?¢å?è¶?é¢???ï¼?
????ï¼?3ï¼??????????ç«???·å¤©æ°?ï¼?
????ï¼?4ï¼?天ç?¶æ?产é??ä¸???é¢?????
????
??????????åþ002648.SZï¼?ï¼???建ä???EAAè£?ç½???´å??解å?³å?¡è??å??³é??????
????计ç???/STRONG>
????
????ç¥?å·??°ç??
????ï¼?000034.SZï¼?
????
???????¸æ??ä¸???鲲泰???¡å?¨äº§??ï¼????¨å??为鲲é¹?å¤????????»ºäº§çº¿è¿?è¡??´æ?ºè???ï¼?è¿?????ç»?¸??ä¸??½ç§»?¨ã??ä¸??½è???????¢é??è´?????为å????ºæ???¡å?¨æ?´æ?ºå??ºï?ä¸?注ä???ä¾?????????å¥?ç¡?»¶??ç¥?å·??°ç??鲲泰???¡å?¨äº§??æ£æ??ç»??©äº§ï¼?2023????????0ï¼?以ä???ä¸??¡å???ï¼?并æ????è¡?????该ä??¡ç????½¬?ºï?æ¶???èµ???çº?亿ï?ï¼?ç»???å¸??ºä»½é¢?????è¶?è¶???ä¸??????¹ç???????????
??????为é?¿æ??以æ?¥ç????è¦???ä½?ä¼?ä¼´å??æ¸???????ç¥???ä¸???为ç??ä¸??¡äº¤??è¶??¾äº¿ï¼?主è?为æ?è´¹ç?µå?代ç??ï¼??¶å??ä½??¹å?并ä?å±???äº???ä¸???代ç????????????¨è?å¤??ºæ??¸äº?为å??·ï???年以?¥å½¢??äº???å®?????ä½??³ç³»??
????ä¿¡å??ä¸??¡æ?©å??·å????????¸æ??©ç??æ£é?¢æ??åº???ä¸?大å??°ç³»ç»???????ä¸???ï¼????¸ä¸»?¥ç??????ä¸??¡æ??©ç??ä¸?è¶?ï¼?ï¼?ä¿¡å??ä¸??¡ï?12ï¼?æ¯??©ç??ï¼??????¥æ???????????¸ç???©è¡¨?°ã???¡æ??æ¿??±ç????æ¸??°ï?????PE2023ä¸?è¶?0??PE???¹æ???¡æ??æ¿??±æ??件å????????????½å?°è´¨??ï¼???ä»??为å????023å¹?2亿以ä¸???å½?æ¯????©æ¶¦?????½å?å®??´å???°ï?综å?????????¸å??¼æ°´å¹³ï?ä¸?涨空?´ä??????????
????
????1ï¼?ä¸?游é??æ±?ä¸???é¢???ï¼?2ï¼?????çª??´ä???é¢???ï¼?3ï¼?å¸??ºæ??å±?ä¸???é¢?????
????
????ç¥?å·??°ç??ï¼?000034.SZï¼?ï¼?????ä¿¡æ????????¨å???°ï??°ä?????å®??°äº§ä¸???çº?/STRONG>
?????? ä¿?/STRONG>
????
????ç¾??¼æ?ºè??/STRONG>
????ï¼?002881.SZï¼?
????
???????¸è????ºè?½é©¾é©¶é???ï¼??¨å?å¹´é??ä¿?计ç?????????è¿?ç¨?ä¸??ç§?´¯äº?大é??SoCå¼?????AIåº??¨ç??åº?å±??????½å??ï¼?åº?å±??½å?????±é???±ç?¨å?使å????¸äº§????åº??¨è¾¹????é«??¶è??©é©¾é©¶å???ºè?½é©¾é©¶é???è¿?ä¸?æ¥æ??å±?ï¼???å¼????¸æ??????产å???¨æ?ºè?½æ±½è½þ?º§ä¸?????å±?天è?±æ?¿ã???©è??ç½?æµ·å???æ±??§æ?§å¥½ï¼?ä¸??½å??æ¶?è´¹å????±æ????è½þA½½ä¸??¡é????æ¯?äº?è¿?±½è½þB????å¿???çª??´æ????å¸þ@?¨å???¸æ?ºè?½æ¨¡ç»??ºè´§????ç»???¿ï?FWAä¸??¡æµ·å¤?CPE??æ±??ºç???????¸å?¨æ??订å??饱满ï¼?ä¸??¡å??¿æ??ç»??§å¥½ï¼?æ³?IoTä¸??¡é????????ç¼?解æ?è´¹å???ï¼??½å???°é?¶å??????????????°ä»£?©æ????±äº«ç»?æµ?ç?é¢???????æ±??????¢å???
????
????1ï¼?ç¬??µã??POS??æ±?è¿?ä¸?æ¥ä?æ»?ï¼?2ï¼?è½þA½½??CPE模ç???æ±?ä¸???é¢???ï¼?3ï¼?æµ·å?èµ?产并表ä???é¢???
????
????ç¾??¼æ?ºè?½é?次è???ï¼?æµ·å???æ±?ä¸??½å??å¤????±æ???è½þA½½??FWAä¸??¡å??¿å¼º??/STRONG>
?????? ä¿?/STRONG>
????
????广å????
????ï¼?300638.SZï¼?
????
????1ï¼???ore Than Mooreæ¶????è¿????±ç?¹å?计å??å°?ä¸?ç¬?è®°æ???µè??ä¸??¡ç?¸å?³ç??5G?ºå¸¦????½¬è®©ç?????ç§???广å????ï¼?é¢?计å???¸å???è®?ntelPC5G模ç??¸å?³ç???????è¿?ä¸?æ¥å·©?ºå??C模ç???é¾?头å?°ä???2ï¼?è½þA½½??CPE模ç?é«????延ç»ï¼?æ¶?è´¹ç?µå?é¢???Q1强é???å¼±ç?°å?ï¼?Q2å¼?å§?å°¤å??C????è¿??¥è?ä¸?æ¥æ?¹å????3ï¼??¨å?ºæ?°ä?è½??¡æ??æ¿??±ï????¸ç??¥ç¨³?¥ã??è´¢å?¡å?¥åº·??æ¿??±å?°ä??????¸ä??¡æ??±ä?ç»?ç¬??µæ¨¡ç»?主å???ç¬??µã??è½þA½½??CPE??æ³?IoT模ç?以å??天线??ODMç?å¤?????ç»??¥è½¬????
????
????1ï¼?æµ·å???æ±??²è½¯???½å??æ¶?è´¹å???ä¸???é¢???ï¼?2ï¼?è½þA½½??FWAä¸??¡è??????¾ä???é¢???ï¼?3ï¼???????å¤?导è?´æ?°ä?è½???????缺货涨价??
????
????广å?????¹è??¥å??ï¼?è½þA½½??CPEé¢???é«????延ç»ï¼?æ¶?è´¹ç?µå??????¿å??
????交é??è¿?è¾?
????
????顺丰?§è??/STRONG>
????ï¼?002352.SZï¼?
????
???????¶å?¥ç?ï¼????¸æ???å¤?äº?ä¸???????¿é?¶æ???é¾?头ä?ä¸???ä» 2021 å¹´å?????©æ??¨å¹´å¹¶è¡¨ï¼?å®?????¹¶è¡ Q4ï¼?ä½?为å?ºæ?°ï???ä»??ç®?ï¼?2024 å¹´å???¸æ?¶å?¥æ????çª?? 3,800亿å??ï¼?å¹´å???å¢???çº?4.7ï¼???
?????¡æ?????ï¼?以å?ºå?°â???°é????å°????¢ç§¯??大ã?????½å???¨â??为å?ºç???ç½?ç»?è°?ä¼?ï¼?å°???æ¥å??大æ?????¹å??空é?´ã????ä»??为ï?????022 ? 2024 å¹´æ??©ç??????ä»? 2021å¹´ç?? 12.4ï¼?ï¼???ç»???????3.7ï¼???14.4ï¼???14.8ï¼???
???????绩ç?ï¼????¸æ??¨é??å£é?è¯?管ç??????å¸þ@?¨ç??ä¸?绩æ?¹å???»è?ï¼?å¸??ºå?³æ³¨åºþ=??????????
?????£ä¼°?¼ç?ï¼????¨ä¼°?¼å??¨å?ºå??ï¼?å®??¨è¾¹??é«?ï¼?å¢??¿ç©º?´å¤§?????¸æ?°ä??¡æ??¨å??°ä????¶ç?????äº?平衡ï¼??·å????¨ä¼°?¼ç???ºç???é¢?æµ???? 2022 å¹´è? 2024 å¹´æ?¶å?¥å????¸º 2,805 亿å????3,283 亿å????3,808 亿å??ï¼?å½?æ¯????©æ¶¦????¸º 62 亿å????98 亿å???? 133 亿å??ï¼?????å¸??¼å?åº? PE ä¸ 37.1x ??23.3x ?? 17.2x??
????
????????ç½???????ä¸???é¢???ï¼?人工???????ï¼?å®?è§?ç»?æµ?å¢??¿æ?¾ç?ï¼?ä¸??¡å??¿ä???é¢???ï¼?ä»·æ?¼ç?äº????§ï???????ç»?½±??ä¼?ä¸?ç»??¥ï?油价ä¸?涨ç?
????
??????ç½?ç»?????å¼±å???¨æ???§ï?æµ·å??å¤?驱å?¨å?强æ???¿æ?§ã?????¸å?³ç?¹è???
??????ä¼??¨è??/STRONG>
????
????�?�??
????ï¼?001283.SZï¼?
????
????1??æ¶?è´¹ç?µæ?ï¼?å¸??ºæ????ï¼?稳å???å±??????¸ä»¥æ¶?è´¹ç?µæ?èµ·å?ï¼?å½¢æ??äº???????????产å???????è´¹ç?µæ?ä¸?ä½?????å®??´äº§ä¸??¾ç?????ä¸?游å??·ç¨³å®?ï¼?主è????¡ä???500强以??ç»???è¡?ä¸???????????客æ?·ã?????¸é?¢å??ä¸?游产????ç»???åº??¨é???æ¯?è¾?å¤?????ï¼???é£??©è?½å???¸å?è¾?强ï?主è?产å????ï¼?ç¬?è®°æ???µè?????¨è¾¹äº§å?????ºè?½å?å±???å®??²è?å¤???å¹³æ?¿ç?µè?????ºè?½æ???ºä»¥????©¿?´è?å¤?ç?ï¼???????å±?家å??????å½±å??ï¼?ç¬?è®°æ??????ºç?æ¶?费类?µæ??ºè´§??大大????ï¼????¸å??¿å?¿å¤´å¼ºå?²ã??
????2???¨è?½ï?ç§????©å?ï¼?顺å?¿æ??为ã?????¸å·²???¡ä??µæ??ºè?½å?¶é??ä¿¡æ????ç³»ç????µæ????¨å?????©æ?ç³»ç????µæ?????¨é?????ºè?½ç³»ç»?ç?å¤?项æ?ºè?½å?¶é???³é????????§è?¡å?家ç?µæ????????¸ä?äº??¨è?½ç?µæ?????????产ï????¸ä?æµ·å?ä¼?ä¸?Goal Zero建ç???ä½?ï¼?è´?责便?ºå??¨è?½ç??代工??产ï????·å?è¿?????·å??²è?¥é?æ½????´èµ·ï¼????¸ä¾¿?ºå??¨è?½äº§ä¸?é£?头æ??²ã??
????3???µæ????¶ï?æ¥å?¥å???¶ï???ç§??????????¸å???¡èµ£å·?è±??ç§??????????¸ï?å¸?å±?åº??§ç?µæ?å¾??????¶å??æ¢???©ç?¨ä??¡ï?ä½?为ç?ä¸??¹ç???工信?¨ã???°è?½æ?汽车åº??§å?¨å?????µæ?综å???©ç?¨è?ä¸?è§????¡ä»¶??èµ?è´¨ç??ä¼?ä¸?ï¼?å½¢æ??äº???????-?µæ?-?°è?½æ??´è½¦?¶é??-?¨å?????µæ????¶ç????ä¸?ä¸?游ä?ä¸????¨ç??产ä?ä½?ç³»ã???????°è?½æ?汽车????è§?模ä????©å¤§ï¼??¨å???µæ???役潮?¥ä¸´ä»¥å???¿äº§èµ?æº?????产ï????¸ç?µæ????¶æ????è¾?强ï???å±??¨å????足ã??
????
?????¨è?½å??·è???ä¸???é¢???é£??©ã??æ¶?è´¹ç?µæ????åºþ??æ»?é£??©ã????????ä»·æ?¼æ³¢?¨é??©ã??
????
????è±??ç§???ï¼?001283.SZï¼?ï¼?äº???å¹´é???µç§¯ç´????¿ï?ä¸?绩å??¿ç¨³??/STRONG>
????
??????????容è????????å®?è¯??¸ç??究æ??å·²å??å¸??¥å??ï¼?????å®???ç©?2023å¹??????¡ç?????ï¼???å¸??¶é?´ï?20230330ï¼?ï¼??·ä???????容å??é£??©æ??示è?è¯þA??¥å?????¥å??对æ?¥å??????ç¼?ç?产ç??æ§ä?ï¼?åº?以æ?¥å????å¸?å½??¥ç??å®??´å??容为????
????
????????å¸?ï¼???å°??? ?§ä?è¯?ä¹þ@? S0010520080007
????????å¸?ï¼??? è¶? ?§ä?è¯?ä¹þ@? S0010520090001
??????系人ï¼?é»?å?å´? ?§ä?è¯?ä¹þ@? S0010121090007
?³é?????读ï? ????/a>
- ??å±??¨æ?°å?? 为æ?¸è??????ä¾??????????
- ?µå?ç«???????项ç??·¥ä½?ç»?ç¹å???讨ä?举è? ?????¨å?¨ç?µç?产ä?è§???????å±?
- ?°æ??订å??????交æ??大å?延é? ä¾???两æ?ºä?ä¼?ä¸????©è?½å?????¹å??
- ??è¯?ï¼???ä¸??¿æ???¢å?????è·?0.21%ï¼???åþ@?????¿å??大涨
- 人形?ºå?¨äºº????大ä??¨ä???? 产ä??¾å???¸å???³æ³¨
- ?¨å?¨å????é£??µå??å±? ä¸??¨é?¨ç?ç»?å¼?å±?????乡ä???é©??è¡??¨â??
-