é¦?å£å???©å?两å??ï¼?1500亿å??导ä?巨头??é£?äº???
?????½äº§?¿ä»£?»è???ç»??ç»?ï¼?令å??导ä?设å?巨头强é?????为强?°å???
????4??13?¥ï?å¸??¼è?è¿?1500亿å?????»è??设å?巨头???¹å????交å?ºä?份亮?¼ç??ä¸?å£æ?¥ã???°æ???¾ç¤ºï¼?该å???¸é?计ä?å¹´é?å£å??°è?¥æ?¶å??6亿å??-40亿å??ä¹??´ï?è¿?ä¸??¥æ?¶è?模ä?ä»?次ä??»å¹´ä¸???å£åº¦??æ¤å?ï¼????¹å????é¦?å£å?æ¯????©æ¶¦ä¸?.6亿å????6.2亿å??ï¼???æ¯?å¢??¿è¾¾171.24ï¼?-200.30ï¼???
?????¨ä?游æ?¶å????èµ???????????é¢???ä¸?ï¼????¹å????ä¸?å£æ?¥å?äº??¨å¹´ä¸?绩æ??????导æ??ä¹????¨ä??????¥ï????¹å?????¨å?»å¹´?´ä?é«?å¢??¿ç???ºç?ä¸?ï¼?ä»?å¹´é?å£åº¦ä»?å¤?äº??¨å???????¶æ??ï¼?ä¹??°è?äº???导ä?设å????????½äº§?¿ä»£ä»?å¤?äº??¸å??©æ???¶æ???
?????¨å¹´é«?å¢??¿é???????延ç»
???????¹å????ä¸?å£æ?¥æ?¾ç¤ºï¼?该å???¸å???å®??°è?¥æ?¶ä¸º36亿å??-40亿å??ï¼?æ¯?ä¸?å¹´å????å¢???8.56ï¼?-87.29ï¼????¨å???¹å????è¿?å¾?ä¸?å£æ?¥ä¸ï¼?è¿?ä¸??¥æ?¶è?模为?¶å?²ä???é«????³ä¾¿?¸è?äº??»å¹´ä¸???å¹´ç???¥æ??4.44亿å??ï¼?ä¹?并ä??¥è???
????
????
??????ä¸?ï¼?ä»?å¹´é?å£åº¦?¥æ?¶æ??????为å?²ä?ç¬??é«?????å£è?¥æ?¶ï?ä»?次ä??»å¹´ä¸?????å£åº¦??45.68亿å????46.76亿å??????è¿?ä¸??°å??????¨ç?ä¸?å£åº¦ä¹?å®?å±??¾å???
?????þ@?ï¼????¹å????é¢?计ä?å£åº¦å½?æ¯????©æ¶¦ä¸?.6亿å????6.2亿å??ï¼???æ¯?å¢??¿å?åºþA¾¾??71.24ï¼?-200.30ï¼??????¹å?????¹é?¢ç§°ï¼????¸å??导ä?设å???å¸??ºå????????ç»?????ï¼??µå????¨ä»¶ä¸??¡å??å±?稳å?ï¼?使å???¸è?¥ä??»æ?¶å?¥å??å½?å±?äº?ä¸?å¸????¸è?¡ä??????©æ¶¦å®??°å??æ¯?å¢??¿ã??
????å®????????¹å????è¿?å¾?è´¢æ?¥ï?ä¸??¾å???°ï??¶è?å¹´æ?¥è?¥æ?¶å?????©æ¶¦è§?模已ç»??ºç?°é??年大å¹?å¢??¿è??¿ã????020å¹´è??022å¹´ï?该å???¸è?¥æ?¶å????¸º60.56亿å????96.83亿å????146.88亿å??ï¼?æ¯?å¹´å?å¹?????0ï¼?以ä?????è¿?ä¸?å¹´å?æ¯????©æ¶¦??????¸º5.37亿å????10.77亿å????23.53亿å??ï¼??´æ????å¹´ä???1??以ä?å¢?????
?????¨ä??????¥ï?ä»?å¹´ç??ä¸?å£æ?¥å??¶å?¨å¹´ä¸?绩æ??????å¼???ä¹???ä½?为å??导ä??»è??设å?头é?¨å????ï¼?å°?ä¼?????????äº??½äº§?¿ä»£çº¢å?©ï??¶å?¨å¹´ä¸?绩é?å¢??¿é???????延ç»??
??????è¦?注æ?????è¿?å·²é????¨è?è§?为â??ä¸?绩è??æ°´æ???????è´??ºè?ä¸?ç§????å·²ç?????????ï¼?????è´??ºä¸»è¦??±ä?å¸????¸é??¶è´¦æ¬¾ç?????
???????????¹å?????¨å?????½å????导ä?设å??????¨å????è´??ºæ?¹é?¢å??°ä?大å?å¢??¿ï???020å¹´å??2021å¹´ï????¹å??????????è´??ºå????¸º30.48亿å????50.46亿å??ï¼???è¿?ä¸??°å??¨å?»å¹´ä¸?å£åº¦???¶ï?å·²ç?????5.12亿å??ï¼???ä¸?¾®???¸è??020å¹?2022å¹´ä?å¹´ä¸ï¼?????è´??ºå????¸º5.92亿å????13.72亿å????21.95亿å????
????设å?????ä¸?绩æ?¹é??????/STRONG>
????èµ????¾ç¤ºï¼????¹å??????导ä?设å?å¸?å±?涵ç???»è????æ²?ç§???æ¸?æ´??????????æ£?æµ?ç?å¤?????ï¼?ä¸?游è????»è???å??¨ã????????ä¸?代å??????ä¼????¢æ?¿ç?å¤?é¢???ï¼????½å??为æ?°ä?å¤???å¹³å?°å????导ä?设å?ä¾?åº?????
??????ä½?为å?½å??é²?????å¹³å?°çº§è®¾å?????ï¼????¹å????产å??管线è¦????¤å???»æ?ºå???????设å?ï¼?ä¸?游å??·è????¿æ?å??¨ã?????¹æ???¡ã??ä¸?海积å¡?ç?主è??¶å????产线??
?????¿æ?è¯??¸å?¨ä?份ç???¥ä¸?¾ç¤ºï¼?2022å¹´é?计å?¨ç????导ä?设å??????è¾¾å??085亿ç???ï¼??¶ä¸ä¸??½å¤§??ä»????¨ç????大ç????导ä?设å?å¸??ºã??ä½?2022å¹´ä¸?½å??导ä?设å??½äº§????ä»?ä¸?2ï¼?ï¼??½äº§?¿ä»£ä»?å¤?äº??¸å??©æ???¶æ???
????å®???ä¸?ï¼?ä¸?ä»?ä»??????¹å????ï¼??³ä?å·²ç?????022å¹´ä?绩ç??å¤?家å??导ä?设å???????å®??°ä?ä¸?绩é?å¢??¿ã??
?????¶ä¸????ç§???å¢?????为è???ï¼??¶æ??????²ç??2022å¹´ä?绩快?¥æ?¾ç¤ºï¼?2022å¹´å???¸å??°è?¥æ??7.06亿å??ï¼???æ¯?å¢???25.02ï¼?ï¼?å®??°å?æ¯????©æ¶¦3.69亿å??ï¼???æ¯?å¢???38.09ï¼?ï¼????£é??å½?æ¯????©æ¶¦??ä¸?.78亿å??ï¼???2021å¹´å??为ä???8200ä¸?????
????ä»?ä¸??¡ä???ï¼?????ç§???PECVD设å?ï¼?ç?离å?å¢?强å??åþ=??¸æ?ç§??å®??°é???å¢??¿ï?ä»???????¸æ?¶å?¥å??¿ä¸»è¦??¥æ?ï¼?2022Q1-Q3该å????ECVD?¶å?¥å??æ¯?çº?0ï¼?ï¼???
?????þ@?ï¼????å¾???021å¹´å???©æ¶¦å¢???ä¸?8ï¼?ï¼?????022å¹´ä?绩快?¥æ?¾ç¤ºï¼?该å???¸å???©æ¶¦??æ¯?å¢???55ï¼?ï¼??¥è?2亿å???????·ä???é«?å¢?????è¿?????ç¾?ä¸?æµ·ï??¶å???©æ¶¦å¢???ä»?2021å¹´ç??35ï¼???????022å¹´ç??151ï¼?ï¼?å®???.68亿å??????ç¾?ä¸?海产??è¦?????????导ä?å·¥è?ºè?å¤?ï¼?????????è¿?å°?è£?å·¥è?ºè?å¤?以å??ç¡?????è¡???¶é??å·¥è?ºè?å¤?ç???
??????ä¸????¹å????å¸?å±?类似??ä¸?¾®???¸å??022å¹´å??°è?¥æ??7.4亿å??ï¼???æ¯?å¢???2.5ï¼?ï¼??¶å??°æ?£é????å½?æ¯????©æ¶¦9.19亿å??ï¼???æ¯?å¢???83.44ï¼???
????ä¸?游æ?¶å?????©å?????
????对ä??½å????导ä?设å?????????ä½?è¿??¥ä?绩é?å¢??¿é????ï¼??¿æ?è¯??¸ä?份ç???¥å???????ºï??±ä?2022年以?¥ç??½å?????导ä??ºå?£ç??¶ä?????级ï?2022Q4ä¸??½å??导ä?设å?è¿??£é???æ¯???ä¹?ä¸?æ»???
????该æ?ºæ??认为ï¼?ä¸??¹é????½å???¶å????对æ?????¶ç????¹è?²å·¥?ºæ?¶å???????©äº§???¿ä??¶è?强ï?SMICï¼?ä¸????½é??ï¼?é¢?è®?023å¹´è???????2022å¹´ç?¸æ?大è?´æ??å¹³ï?主è?å°??¨ä?????产è?½æ?©å?ï¼??þ???¹é???ä¸?ç¡????å¤??¨ç????¸æ?¾ä?åº??¾è??¸»???§ç????è¦??§ã??å¤??¹é?¢å??ç´??±å???¨å?¨ä?ï¼?ä¸?游å??????å°???å¿??½äº§è®¾å?认è?ï¼???导ä?设å????½äº§??è¿?ç¨?????è¿?ä¸?æ¥æ??????
??????ä¸??¨è???????¹é???ä¸????½é????022å¹´å?¨å¹´èµ??????ºå???çº?32亿å??ï¼????¨å¹´??èµ???????????94.74ï¼???ä»?å¹´è???????ä¸?2022å¹´ç?¸æ?大è?´æ??å¹³ã???????¹å??导ä????¿è?å¢???èµ????????
????以å???¹å??导ä?为ä?ï¼?????ä¸????该å???¸ä?å????¸å???¹å??????½å??????µè·¯äº§ä??ºé??II?????¡å?å®?ä½?订ç????¥å??è®??????¹å??????¹å??导ä??¶é??ï¼????¡ï????????¸å¤§ä¸¾æ??èµ?40.2亿ç???ï¼?çº?71.52亿å??人æ?å¸?ï¼???è¿?家æ??èµ?主ä?è¿?å°?以å?ºå?¡è??èµ??¹å?ç¹è?26.8亿ç???ï¼?çº?80.02亿å??人æ?å¸?ï¼???
????è¿?ç¬?é«?è¾?52.54亿å??人æ?å¸???å·¨é?èµ???å°??¨æ?¥æ?©å???¶å???¶é??产è?½ï?????????5/55nm??0nmå·¥è?ºç??12?±å??¶å???¶é??产线??
????ä¸????½é??æ¤å??ä¹?表示ï¼??±ä??????©äº§??èµ??????ºå¤§å¹?å¢???ï¼?2023å¹´æ???§å??æ¯?å¢??¿è?两æ????è¿???ï¼?该å???¸è¡¨ç¤ºï?ä¸???º¬????产æ?¶é?´é?计å?¨ä?å¹´ä???å¹´ã??ä¸????½é??æ¤å??????ä¹?称ï???022å¹´å?ï¼?ä¸???·±?³è??¥æ??产é?¶æ?ï¼?ä¸???¸´æ¸????主ä?ç»???å°?顶ï?ä¸???¥¿??å¼?å§???建ã??
?³é?????读ï? ??导ä?
- ??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??
-