ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é??/p>

????ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é??/STRONG>

????A?¡ç??¥å???

??????顾ï?2?????¥æ??ä»???示â??å¸??ºå?ä»?è·?æ·±å??å¼¹ç??è´?å¡?è¡?????æ¸?è½??¥æ???驱å?¨ç???¿å?æ³?è¡???????2??åº???ä»?¼ºè°?è½??¨ä¸­????强è????ï¼?大å???¸»çº¿å?³è??????èµ¢å???ï¼??±æ??¤æ?????°å?ç»?æµ???+??ä¸??¹ä¼°??å°???为主线æ?¹å????

????ä¸???ä¸?ä¸?»´åºþ=???????°å?ç»?æµ???è¡??????¶é?´å??空é??/STRONG>

????ä¸???MT??交å??æ¯??°é???å¸??ºä???è¿???????忧声ä¸????ä»???ç¡?¼ºè°?????交å??æ¯????°é?ï¼?å¾?å¾???¸»çº¿å?°ä???ç¡?????????¨æ?¿å??ä¹????ºç?°å??ºæ??忧ç??å´©ç??ï¼????????¡å??延续强å?¿ã??æ­£å???ä»?¼ºè°???ï¼??¨äº§ä¸?è¶??¿æµªæ½????¿ç?????????è½?©±?¨ä?ï¼?????交æ???¥æ?¤åº¦å¹¶ä?????è¡???ç»?ç»????????¡ä»¶??

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

??????ä»??´é??è¦??????????ä»?ä¸??¿æ??è§?è§?ï¼?å¦?ä½??¤æ????????¶é?´ä?空é?´ï?è¿?????ä»??ä¸?ä¸?»´åºþ@?ºå??ï¼?è¯??¾ç??ºä?äº?ä¿¡å?·ä?????ï¼?

????1??ç»?æµ?ä¸??¿ç?没æ????大è?é¢?????å¸??ºæ²¡??βè¡???ï¼?è¿?????½®?°å?ç»?æµ???æ¸???为å??ºå?±è?ä¸?主线??å®?è§????????³å?äº???ä¸?季度ï¼?è¿?ç§?å®?è§?ç»???大æ???å°?延续

????å¹´å??以æ?¥ï?å¸??ºä?åºþA??¥â???µé?????å¼?å¿???è½??¨ç?¶æ?????¸å??????¨ä?å¸??ºå?ç»?æµ?å¤???强度???¿ç??¾æ?¾å??åºþ@??¨é??大å??æ­§ã????3??以æ?¥ï?å¸??ºä???以å???°å?ç»?æµ?TMTç­??¹å??主线???þ?³ç?æµ?温å??å¤???ï¼??¿ç??¸å?宽æ?¾ä?没æ??大å???ºæ???迹象??å¸??ºç¼ºä¹??´ä???²ï????½å?¨äº§ä¸?驱å?¨å???¿ç?å¼?é¢?ä¸??¢å?????¥æ?¾æ?ºä???类似2013å¹´â???±è????????014å¹´ä???å¹?/STRONG>ï¼?è¯þA?20230401?¥å????深度å¤???ï¼?2013-2015å¹?MT??å¸?????è¯??????????ï¼???

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

?????¥ç?æµ?ä¸??¿ç?ä¸??ºç?°é??大è?é¢???????ï¼?å¸??ºå?????½å?ºç?°æ???¾ç??é£??¼å?????å¦?2014å¹´ä???å¹´æ?»é???¿ç???ç»??¾æ?¾ï?å¸??ºä???è½???大ç??ä»·å?¼ã???³å????¥ä?ä¸??¶æ?ï¼?è¿?ç§?ç»?æµ?温å??å¤???+?¿ç?温å??宽æ?¾ç??å®?è§?ç»???大æ???延续??

????2??ä»???ä»??????建ç????广ä??¥æ?¤åº¦??è§?è§?ï¼??°å?ç»?æµ?å°?å¤?äº?åº??¨å?ºå??

????ä¸??¨å??ºå¹¿æ³???å¿?MT??交è????????ï¼?????ä»??ç»?认为ï¼???交å??æ¯????¢æ????ç­???ç»??????´é???¨ä??ºæ??? ¬??产ä??»è??¸å?稳å???è¡?ä¸?ï¼?ä¸?主è????¨ä??¤æ????????å¥?????å½?ä¸?ä¸??ä¸????¿å????å¤???产ä?è¶??¿ã?????½å?¨æ?????¿ç???????ºæ???¢é?»è?ç­??ºç?°é??大å?????¶ï??????½ç??´äº¤???¥æ?¤ç??æ¡?æ¢?ï¼???å½¢æ???°ç??è¶??¿æ?§è?????

????为ä?ä»?ä¸??¿æ??维度?¤æ??????¶é?´ä?空é?´ï???ä»??¨æ?°æ??建ä???广ä??¥æ?¤åº¦??????ä½?ç³»ï?è¯þA?20230329?¥å????广ä??¥æ?¤åº¦ï¼?ä¸?ä¸???解交??ç»??????°è?è§???ï¼???

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

???????????²ç?éª?ï¼?广ä??¥æ?¤åº¦å¤?äº?????è¶??¿æ?¶ï?????????ç»?????´å???è¿????¡ã???©æ?£æ?¥æ???ï¼?å¾?å¾?ä¸?ä¼?????è¡?????ç»?ç»???ç³»ç??§è??´ã????å½??¿å????广ä??¥æ?¤åº¦è¾¾å?°é??¹ï??¥è?100ï¼???ä½??¶ï?ï¼???对ä?è¡?é£??©æ?´ä¸º????ï¼??´æ???ºç?°å¤§å¹?è°??´ç???³è???ç»?ç»???

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

??????ç»???ä»??ç´§å?è·?è¸??°å?ç»?æµ??¿å??广ä??¥æ?¤åº¦??ä½?????ï¼?ä½?为å?¤æ??????¶é?´ç©º?´å???§ä»·æ¯?????è¦???????ä½??³å?å½???ï¼??°å?ç»?æµ?ä¸???°å??¿å?????¥æ?¤åº¦ä»??¨ä?ä½?ï¼???????è¿??¥æ????è¶??¿ä¸­ï¼?ä»???è¾?大ä?è¡?空é?´ã??

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

????3??ä»?è¡???级å????产ä?è¶??¿ä?ï¼?è¿???0年两è½??????»¥??ä¾?????ä¸?????/STRONG>

????计ç??ºä?为æ?°å?ç»?æµ????¸å??¿å??ï¼?è¿???0å¹´å?ºç?°è?两轮大级??????ä»??¨æ????2018~2019å¹´ç??è¡???主线???计ç???å®?????ä¿¡å??ï¼?????ä»?ä½?ä»?3.4ï¼???????.6ï¼?????2013~2015å¹´â??äº???ç½?+???????è½??¥è???ºè?½æ???ºã??4G??移å?¨ä???ç­?ä¸?游è?å¤???ä¸?¸¸è¿??¥ã??ä¸?游å??¨å?¨äº§ä¸??¾å?±æ??©±?¨ç??è¶?级å?¨æ??ï¼?????ä»?ä½???é«?è¾¾å??0ï¼???

??????½®è®¡ç??ºæ?¿å??ä»?ä¿¡å??å¼????ç»?ï¼??¨æ?°å?ä¸??½ç???¿ç?????以å???¨ç???°ä?è½????°å?¨æ???±æ???ï¼?å·²ä?????ä¹??????????ä¹??¿ï?ä»?ä¿¡å????人工?ºè?½ã??????ç§?????ä¹??³ä?åª???è¿??¥å??ç­???MT?¿å??è½??¨å?±æ???ä»?è¡???级å????空é?´ä?åº?å½?è¶?è¿?2018~2019å¹´ã??

????ä»???????ä»???ï¼?????计ç??ºä??¨ä?ä½?ï¼??»å¹´??季度ä»???4.27ï¼????³ä¾¿????ä¸?å­£æ?¥æ?ºæ??????ä»?ï¼?å½???计ç??ºæ?¿å??è¾?è¿??»ä¸¤è½????ä»???è¾?大å??ä»?空é?´ã??

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

????äº???ä¸???主线延续VS??????ç»?????å¦?ä½?åº?对ï?

????建è?沿ç??ä¸??¡çº¿ç´¢å?对波???1ï¼????°å?ç»?æµ???äº??µé???±ã??ä¿¡å????人工?ºè?½ã??????ç§???????导ä???è¿??¥å??????60大ç???è¡?ä¸??????¨è½®???2ï¼???ä¸??¹ä¼°??????ä¸?å¸þ??è·???ä¸????½æ?产ä??¾ï?3ï¼??³æ³¨ä¸?绩确å®??§å¼ºä¸??¥æ?¤åº¦ä½????¹å??ï¼??ºè??????°è????

????2.1?????°å?ç»?æµ???äº??µé???±ã??ä¿¡å????人工?ºè?½ã??????ç§???????导ä???è¿??¥å??????60大ç???è¡?ä¸??????¨è½®??/STRONG>

???????°å?ç»?æµ???äº??µé???±ä¸­ï¼?å½????????¹å?³æ³¨??导ä???è¿??¥å????ä¿¡å??ï¼??½è?äº???ç½?ç»?å®??¨ã????ä½?ç³»ç?ï¼???

????60大ç???è¡?ä¸?ä¸??综å???¥æ?¤åº¦?????åºþ@??èµ???æµ???ï¼????³æ³¨ï¼???导ä???æ¶?è´¹ç?µå???PCB????å­þ@??件ã??汽车?µå?ç­???

????1?? ?¥æ?¤åº¦ï¼?ä»????¨å??ç»????¹å??涨å??¸å??½å?????¥æ?¤åº¦?????¸å?è¾?å°?

????ç»???è¿???ä¸?涨å??ï¼??°å?ç»?æµ???TMT?¿å??交æ???¥æ?¤åº¦?´ä?å·²å???³è?é«?æ°´ä?ï¼?ä½?ä»????¨å??ç»????¹å??涨å??¸å??½å?????¥æ?¤åº¦?????¸å?è¾?å°?ï¼??¨ç???????¨è½®?¨ã???©æ?£ä¸­????è¿??¥è¡¥æ¶??å¦?PCB????å­þ@??件ã??汽车?µå???å·¥ä??ºå?¨äºº???ºè?½å??ä¸????ºè?½ç?µç?ç­?ï¼?å½????¥æ?¤åº¦?¸å?è¾?ä½???å°?????¥è????ºé?´ã??

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

????2?????åºþ

????4??å°?è¿??¥è´¢?¥æ???²ç??£æ??ï¼?ä¸?绩å??¡ä»·????å¼?????å°??¾è??å¢?强ï?ä¸?绩è?é¢????¹å??????产ç??è¶?é¢??¶ç????ç»???è¿?ä¸?ä¸????°å?ç»?æµ???ç»????¹å??ä¸?023å¹´é??????©æ¶¦ä¸?ä¿?¸ª?¡æ?°é????æ¯??¥ç??ï¼???导ä?ï¼?设å????¶é????????ï¼?????ä¿¡ï???模å????è¿??¥å??????ä¿¡ç³»ç»?设å?ï¼???æ¶?è´¹ç?µå????¢æ?¿ã??PCB???ºè?½å??ä¸????ºè?½ç?µç?ç­???æ¯??¸å?å±???ï¼?ä¸?绩表?°æ??å°??¸å???ä¼???

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

????3??èµ???æµ???

????ä»??°å?ç»?æµ?ç»????¹å??主å??èµ?????æµ??¥æ???µç??ï¼?è¿?ä¸?ä¸???ä¸?è¿?ä¸?ä¸??åºþ?¸»??èµ????????¹æ??¥ç???¹å???????游å?ºç?设æ?½ä?设å??¶é??ä¸??????¡å?¨ã???ºç?????ä¿¡ç³»ç»?设å?????导ä????¢æ?¿ã??PCB??汽车?µå?ç­?ï¼?以å??ä¸?¸¸?????????¡ä¸­??人工?ºè?½ã??äº?计ç????????°å????°æ????¨ç???

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

????2.2????ä¸??¹ä¼°??????ä¸?å¸þ??è·???ä¸????½æ?产ä???/STRONG>

????ä½?为ä?å¹´é?¤â???°å?ç»?æµ???å¤????þ???¡ä¸»çº¿ï???ä¸??¹ä¼°????ç»??大æ????¸º???¶ä¸­ï¼??½æ?产ä??¾ä?为å?½ä???æ¯???é«????¹å??ä¹?ä¸?ï¼?å°?????????äº???ä¸??¹ä¼°??å¸þ=?¥ç??ä¼°å?¼ä¿®å¤???ä¸?æ­¤å???¶ï?è¿??????½å????æ·±å??ä¸?ä¸???½å?????ä½????¶ä¸­ï¼??½æ?产ä??¾æ??为é??è¦??¹å??ï¼?ä¹?为æ?¿å????ä¾???????3??10?¥ï??¨ä¸­?¹æ?¡æ??ä¸?ï¼?æ²??¹ã??ä¼???äº???äº?¾¾????è®???°å???²æ?§å??解ã??3??27?¥å?½å???³å??é¾?头è?£ç???³å??å¼??¥æ??¹é?¿ç?ä½?为æ????ï¼?并ç?ç½²ä??½å???è®???

????æ­¤å?ï¼?2023年中?½å???+人æ?å¸????¼ç???¨å¹´å®?è§?主线ï¼?ä¹?å°?驱å?¨è?½æ?产ä??¾æ?ºé????2022年以?¥å¤§?¼å??产ä??¾æ??????½ï???油价?¼å¤§å¹?æ³¢å??????¶é??æ±?ç«?????????å¤???æµ·å??¿ç??¶ç´§ç»?æµ??¾ç??²å?»ï?导è?´äº§??价差缩ç??????©è?½å???¿å??????ç«??¨å?ä¸?å±????¨å¹´ï¼?

????1??人æ?å¸????¼ç??å®?è§??????ï¼??????¨æµ·å¤??????¶å?¥å?¨å?½å????ä¸?äº?ç»???é¢???ï¼?å°?äº????°äººæ°?å¸?计价????????è¿??£æ????¸­?¢è??¿æ?§ä???对å?©æ¶¦??å¢??????¶ä¸­ï¼??½æ?产ä??¾ä?为å??????é«?åºþ??èµ?æµ·å?ä¾?åº??????¶ä?游é??æ±??ºæ????ä¸??¨å?½å??å¸??ºç???¹å??ä¹?ä¸?ï¼?å°?????????äº?è¿?ä¸?å®?è§?è¶??¿ã??

????2??ä¸??½ç?æµ?å¤???ï¼?ä¸?游é?????æ±?é¢???????ï¼??½æ?产ä??¾å°¤?¶æ???ä¸?é¾?头ç???©æ????ä¿????2022å¹´ç?¹å?????季度è¾?é«???æ²¹æ??¤ç??½æ?ä»·æ?¼å????ä½?è¿·ç??ç»?ç«???å·¥å????æ±?ï¼?导è?´å??°äº§??ä»·å·®è·??³å???²å??¨ã???¼å??ä¼?ä¸??ºç?°è?大ç??åº?å­???失ï?ä¸?季度?¼å???¿å??ä¸?绩触?????²å??¨ã???¶è??ï¼?2023å¹´é????ä¸??½ç?æµ?å¤???ï¼?ä¸?游ç?ç«???æ±?????????ï¼?è¡?ä¸????åºþ@???æ­¥å???ï¼???ç»??ä¸?é¾?头ç???©è?½å??å°???å½?正常水平??

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

????2.3???³æ³¨ä¸?绩确å®??§å¼ºä¸??¥æ?¤åº¦ä½????¹å??ï¼??ºè???/STRONG>+???°è??/STRONG>

????????ä¸?å­£æ?¥ä?绩é??ç»????²ï?ç»´æ??é«??????ä¸?绩æ?¾è???¹å????è¡?ä¸??????¶æ??§ç??è¶?é¢??¶ç????ä»?ä¸?绩ä??¡ä»·???¸å?³æ?§ä???»¥???ºï?äº?季度????????????§å??¾è??????ï¼??¶ä¸­4???´æ???¨å¹´ä¸??绩å??¡ä»·è¡¨ç?°è§£??????强ç????份ã??

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

?????¹æ??023å¹´å??è¡?ä¸?ä¸??´é???å¢??????©æ¶¦ä¿??ç¨?åºþ?ºè??¾ç?¸å?³ç????åº?é¤?é¥?????ç¨?????©ºè¿?è¾?ï¼?以å???»è?????©ä¸­?????°è????¹å??ï¼?ä¸?绩边???¹å?????¾ï?ä¸??¥æ?¤åº¦??å¤?äº????²ä?ä½???å½???å·²å?°ä???»¥???¹æ???????³æ³¨???¶å????

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

???????´è?ç­??¥ã??ä¸?ä¸?»´åºþ=????ï¼????°å?ç»?æµ???è¡??????¶é?´ä?空é?

????é£??©æ??ç¤?/STRONG>

?????³æ³¨ç»?æµ??°æ??³¢????¿ç?è¶?é¢????¶ç´§ï¼?ç¾????¨è?é¢??????????

?³é?????读ï? ?°å?ç»?æµ?

责任���??�nbsp;RF12607
精彩?¨è??
??è½½æ?´å?
?¨é?¨è?è®