?¨é????导ä?ä¸??¡â??è¾?è¡???ï¼?ODM??ä¸???客â???»æ³°ç§????´å???/p>

????2022å¹´æ?è´¹ç?µå?è¡?ä¸?????å¯????ä¸?å°?æ¶?è´¹ç?µå?ä¼?ä¸?????ä¸?绩å???¡ç¥¨????????ï¼?è¿??¹å?äº?ODMé¾?头é?»æ³°ç§????¥è?ä¹?ä¸?ä¾?å¤???

????èµ?????ºä?ï¼??¨ç???????å¹´é?涨å??ï¼??»æ³°ç§???2022å¹´è??¥â????æ½???????2022å¹´å?¨å¹´ï¼??»æ³°ç§????¡ä»·ä¸?æ¼????°æ?©â??ï¼??¨å¹´?¡ä»·è·?å¹??¥è?60ï¼?ï¼?å¸??¼ä???亿é?ä½?è·??½ã????????15?¥æ?¶ç??ï¼??»æ³°ç§????¡ä»·ä¸?0.92??/?¡ï????°å??¼ä¸º632.84亿å????

?????»æ³°ç§????¡ä»·?´è?ï¼????¡ä»·??????èµ?????æ½?????ç´?ï¼?ä½??¸å?????è¿????绩ä?æ»????°æ???¾ç¤ºï¼?2022å¹´é?»æ³°ç§???å®??°è?¥ä??¶å??80.79亿å??ï¼???æ¯?å¢???0.15ï¼?ï¼?å½?æ¯????©æ¶¦ä¸?4.60亿å??ï¼???æ¯?ä¸?æ»?44.10ï¼???

?????¨é????导ä?ä¸??¡â??è¾?è¡???ï¼?ODM??ä¸???客â???»æ³°ç§????´å??

???????»æ³°ç§???2022å¹´å¹´??/P>

?????»æ³°ç§????¥æ?¶ä?æ¶??ä½?å½?æ¯????©æ¶¦ä¸?å¢?????ï¼??¸å?????è¿????è´¹ç?µå?å¯??????´ã??

????ä»??»æ³°ç§???å¹´æ?¥æ?¥ç??ï¼????¸ä??¡ä¸»è¦???为产??????????导ä?????????å­þ=¨¡ç»?ä¸??¨å?????¶ä¸­ï¼?产å??????????å­þ=¨¡ç»???å±?äº?æ¶?è´¹ç?µå?è¡?ä¸?ï¼?????å­þ=¨¡ç»?产å??ä»??¨å??客æ?·è?论é?è¯?å½?ä¸??并æ??º§???¥æ?¶ã??

?????°é?¶æ?ï¼??»æ³°ç§????¥æ?¶ä¸»è¦??¥è??º§??????ä¸??¡å????导ä?????ä¸??¡ï?2022年产??????ä¸??¡å??°è?¥æ??95.1亿å??ï¼???主è?¥ä??¡æ?¶å?¥æ?ä¾?è¾?1.05ï¼?ï¼?为å???¸ç?ä¸?大ä??¡ã??

?????¨é????导ä?ä¸??¡â??è¾?è¡???ï¼?ODM??ä¸???客â???»æ³°ç§????´å??

?????¨é????导ä?ä¸??¡â??è¾?è¡???ï¼?ODM??ä¸???客â???»æ³°ç§????´å?????»æ³°ç§???2022å¹´å¹´??/P>

?????????????????æ¯?è¶?é«???产å??????ä¸??¡ä??????¸æ???£é?±ç??ä¸??¡ã???¸å??ï¼?è¿??»å??年产??????ä¸??¡ä??´å?äº?äº???å½?ä¸???¥æ?¶å??æ¯?è¾?ä½?????导ä?ä¸??¡å?´æ??äº??»æ³°ç§???????è¦????©æ¶¦?¥æ???

????2022å¹´ï??»æ³°ç§???产å??????ä¸??¡ä???é«?è¾?5.69亿å??ï¼???å­þ=¨¡ç»?ä¸??¡å??äº???3.35亿å??ï¼???导ä?ä¸??¡å???©æ¶¦é«?è¾?7.49亿å????2023å¹´ä?季度ï¼?产å??????ä¸??¡ç»§ç»????1.08亿å??ï¼???å­þ=¨¡ç»?ä¸??¡ä???0.48亿å??ï¼???导ä?ä¸??¡ç????.60亿å????

?????¢å?é¢?ç¹?äº?????产å??????ä¸??¡å????å­þ=¨¡ç»?ä¸??¡ï??»æ³°ç§???æ­£å???????´å???ï¼?ä½?该å?ä½????´å???并æ??å¼??°ç??å¢??¿ç©º?´ï???为è?????ºå?³æ³¨???þ>?¹ã??

????1

????è¡?ä¸????·ï?

????ç¬??大ä??¡æ??ç»????

?????°æ???¾ç¤ºï¼?2022å¹´é?»æ³°ç§???ä¸????¤æ??????é¾???ç§????±å????????¨ç??74ï¼?????DM代工å¸??ºä»½é¢?ï¼??±ä?è¶?é«???å¸?????ï¼?è¿?ä¸?家å???¸ä?è¢????人士??称为ODM??ä¸???客â????

????ä»?产ä??¾æ?¥ç??ï¼?ODM????å±?äº?æ¶?è´¹ç?µå?ä¸?¸¸??

????ä¸?游æ??å±?å¹?????????å­??¨ã??????头ç???????????ï¼?è¿?äº???????é¢????????½å??¨ç?对ç??巨头???¸ã????æ­¤ï?ODM?????¨é??è´????????¶è?ä»·è?½å??并ä?强ï?ä»·æ?¼ä?????è¡?å°±å???

????ä¸?游å?åº???????????¹æ??????为ç?????????ï¼?è¿?äº?å¹´é?头å????å¸???????åºþ=????ï¼?对代工å????è¯?è¯???è¿?ä¸?æ­¥æ???????¢å?强å?¿ä?ä¸?游å??ä½?ä¼?ä¼´ï?ä¸???DM????缺ä?è®?»·?½å????

?????þ@?ï¼??±ä?ODM????????ä¸?é«???è¡?ä¸?è¿??¥é?¨æ?ä½?ï¼???è¡?ä¹??´ç?äº?ä¸??´è?为æ???ï¼?ODM????ä¹??´ç?常å?ºç?°ä?ä»·æ?¢å???°è±¡??

?????±ä?缺ä?è®?»·?½å??ï¼?ODM????主è?¥æ????¸­ï¼?????????æ¯??¥è?90ï¼?????æ­¤ï?ODM????æ¯??©ç????????0ï¼?å·þ@?³ã??以é?»æ³°ç§???为ä?ï¼?2020å¹´è??022å¹´ï????¸æ??©ç??????¸º12.11ï¼???8.71ï¼???8.60ï¼???

???????©ç???¹é???ODM????为ä?ç»´æ????????è¿??§ï?æ¯?å¹´é??è¦?ç»´æ??3ï¼?-4ï¼??????????ºï?å°¤å?¶æ??DMé¾?头å?????´æ???æ­¤ã??

??????æ­¤ï?ODMè¡?ä¸????©ç??常年维æ??5ï¼?以ä?ï¼???è§?ä¸?游è?ä¸?ä¸????ï¼?????ä¸?游å??????ä»·æ?¼ä?涨æ?¶ï?ODM???????³ä??·å?¥ä?????

????è¿?两年ï¼?æ¶?è´¹ç?µå?è¡?ä¸?è¿??¥å?????2022å¹´å?¨ç?????ºå?ºè´§????æ¯?ä¸???11.3ï¼?ï¼?2023å¹´ä?季度??åºþ??æ»?14ï¼????¹æ???¸å?³äººå£??æµ?ï¼?è¿?è½??è´¹ç?µå?å¯?????????½æ??ç»?年以ä¸???

??????此影??ï¼??»æ³°ç§???ODMä¸??¡é?·å?¥ä???????产å??????ä¸??¡å??022å¹´ä???é«?è¾?5.69亿å??ï¼?2023å¹´ä?季度??åºþ????1.08亿å??ï¼??¢å???ç»??§ä???ï¼??»æ³°ç§???表示ï¼?å¸???2023年产??????ä¸??¡æ?????

?????????¢æ?°é?»Â·å?弹财ç»???认为ï¼?ä»??°æ???????µæ?¥ç??ï¼?????DM??常ä?好å??ï¼?ODM????å®??¨ä??·å?产ä??¾å?©æ¶¦????????ï¼?å°¤å?¶æ???¨è?ä¸?å¯????????ï¼?????DM?????´æ????æ¡??¿ä???ç¾?ç¾???ï¼?ç­????????????¥â???¶å?²â??????æ­¤ï??»æ³°ç§???2023年产??????ä¸??¡æ???为ç??并ä?容æ????

?????¨æ????DMè¡?ä¸????????·ç???????ï¼?为ä?寻æ?¾æ?°ç??å¢??¿ç©º?´ï?ODM????ä¹??¨ç§¯????å±??°ä??¡ã??

????ä¾?å¦?ï¼????¤æ???????????¾å?¨ä?å¹³æ?¿ç?µè????ç¬?è®°æ???µè??代工ï¼?????å·²è??¥æ?¶è?·æ??ï¼??»æ³°ç§????????©ä?ç¬?è®°æ???µè?????ºè?½å?å±???汽车?µå?ç­?产å??代工ï¼?????å·²é??ç»??ºè´§ï¼?ä½??¸è?äº?åº?大ç?????ºä»£å·¥æ?¶å?¥ï??°æ??å±???ä¸??¡æ?¶å?¥å??æ¯?ä¾??¶è?å°???

????ä¸??þ=?°ä??¡æ??å±?ä¸?顺å?©ï?é«????????????¥ä?è¿?ä¸?æ­¥æ??ç´??»æ³°ç§???产å??????ä¸??¡ç???©è?½å????ä»???´¨ä¸??¥è?ï¼?ODMä¸??¡å¹¶ä¸?????¨å¥½????ï¼???å±??°å??ç±»å?????è¿?ä¸???¡ç»§ç»???æ´»ä??»â??ï¼??¹æ????è¡?ä¸?å±??§æ³¨å®?ODMä¸??¡æ???¿ç©º?´æ??????

??????æ­¤ï??»æ³°ç§???è¿?两年主å?¨é??ä½?äº?????DMå¸??ºä»½é¢?ï¼???DMè¡?ä¸?å¸?????ä¹?è¢????¤æ??????é¾???ç§???????????2022å¹´ï?é¾???ç§????????¤æ????????DMå¸?????????¸º28ï¼???28ï¼?ï¼??»æ³°ç§???ä¸?æ»???9ï¼???

????2

????æ¶?足å??å­þ=¨¡ç»?ï¼?

????�??�7�/STRONG>

????ä¸?产å??????ä¸??¡ç±»ä¼¼ï??»æ³°ç§???????å­þ=¨¡ç»?ä¸??¡ä??¨æ??ç»??????

????2021å¹???ï¼?欧è?²å??å­????¸è?ç¾??½å???¥å?ä½?æ¸???ï¼???æ­¤è??¹æ??踢å?ºä?ä¾?åº??¾ã??2021å¹???ï¼??»æ³°ç§???ä»?欧è?²å??å¤?è´?¹°äº?广å?å¾?å°?å¡?å½±å??????????????00ï¼??¡æ??ï¼?以å??æ±?西æ?¶æ¶¦?¥æ??????å¢?å¤??¹å?客æ?·ä?åº?????头ç?¸å?³ç??设å???

???????ï¼??»æ³°ç§???æ­£å?æ¶?足å??å­þ=¨¡ç»?è¡?ä¸???ä¸?è¿?ä»?è¿??»ä¸¤å¹´é?»æ³°ç§??????²ç???°æ???¥ç??ï¼?æ¶?足å??å­þ=¨¡ç»?é¢???并æ??????¸å¸¦?¥ä»»ä½????©ï??¸å??å·²ç?è¿?ç»?¸¤å¹´ä?????

?????°æ???¾ç¤ºï¼??»æ³°ç§?????å­þ=¨¡ç»?ä¸??¡å??021å¹´ä???3.35亿å??ï¼?2022å¹´ä???3.35亿å??ï¼?2023å¹´ä?季度继续äº???0.48亿å????两年å¤??¶é?´å??ï¼??»æ³°ç§?????å­þ=¨¡ç»?ä¸??¡ä???è¶?7亿å????

??????021年并è´???å­þ=¨¡ç»?以æ?¥ï???å­þ=¨¡ç»?ä¸??¡å¹¶??º§??è§?模è?¥æ?¶ï??»æ³°ç§????????²å???¸å??å­þ=¨¡ç»??¥æ?¶æ???µã??

??????022å¹´å¹´?¥ä¸­ï¼??»æ³°ç§???表示ï¼?????å­þ=¨¡ç»?ä¸??¡å·²ç»??¨æ?¨è??¹å?客æ? ï¼??¹æ??ï¼? ?°å???·é?è¯?å·¥ä?ï¼??þ@????¸è??¨è?ä¸?æ­¥æ?¨å?¨å??å­þ=¨¡ç»?产å????è¿?????º§???¨è½¦è½½å??å­þ:??AR/VR??å­þ:??ç¬??µç?é¢?????åº??¨ã????

????ä¸?è¿?ä»??¨è???åºþ=?¥ç??ï¼??»æ³°ç§?????å­þ=¨¡ç»????¥è?¹æ??产ä??¾è?å±?ä¼¼ä?并ä?顺å?©ï????°è??¥è?¹æ??产ä??¾ä??¶é?¥é?¥æ??????

?????þ@?ï¼??»æ³°ç§?????å­þ=¨¡ç»?ä¸??¡æ??大å??¨ä?游ä?为æ???ºå???????????¨æ?è´¹ç?µå?å¯????????ï¼??»æ³°ç§?????å­þ=¨¡ç»?ä¸??¡ä??¶è?°é?¾ï??³è????为ç???¥é?¥æ??????

????3

??????导ä?ä¸???/STRONG>

??????äº????°é??奶ç????

?????¸æ?èµ?DMä¸??¡å????å­þ=¨¡ç»?ä¸??¡ï??»æ³°ç§?????导ä?ä¸??¡æ???µè?好å?å¤???

????2022å¹´ï??»æ³°ç§?????导ä?ä¸??¡å??°è?¥æ??60.01亿å??ï¼???æ¯?å¢???5.93ï¼?ï¼????©æ¶¦ä¸?7.49亿å??ï¼???æ¯?å¢???2.46ï¼?ï¼?æ¯??©ç??ä¸?2.66ï¼?ï¼???导ä?ä¸??¡ä????»æ³°ç§?????大ç?????©æ?¥æ???

????ä¸?产å??????ä¸??¡ä???ï¼??»æ³°ç§?????导ä?ä¸??¡ä¸»è¦?ä¾?????ä¸?å­????¸å?ä¸???? ¬??

????2018å¹´ï??»æ³°ç§????¶è´­äº?å®?ä¸?????4.46ï¼??¡æ??ï¼?2020å¹´ï???åºþ=?¶è´­å®?ä¸?????3.77ï¼??¡ä»½ï¼?交æ??å®?????ï¼??»æ³°ç§????´æ?¥æ????å®?ä¸?????8.23ï¼??¡ä»½??

????å®?ä¸????¢é????DM????模å? ï¼??³æ??????å°?è£???æµ?è¯???设è????¶é?????????¥ä?ä¸?»¼????解å?³æ?¹æ?ä¸?? ï¼?主è??ºè´§äº§å??????¸ºä¿??¤ç±»?¨ä»¶ä¹?å¤????¶ä?管ã??MOSFET????管ã??模æ??ä¸??»è?IC??ä¿??¤ç±»?¨ä»¶è¿???ç±»ã??

????å®?ä¸?????º§??主è?åº??¨ä?汽车é¢?????移å?¨å??ç©¿æ?´è?å¤???å·¥ä?ä¸??µå????计ç??ºè?å¤???æ¶?è´¹é???ï¼??¶å?¥å??æ¯?????¸º48.6ï¼???14.3ï¼???23.2ï¼???8.2ï¼???5.7ï¼???

?????¨é????导ä?ä¸??¡â??è¾?è¡???ï¼?ODM??ä¸???客â???»æ³°ç§????´å??

???????»æ³°ç§???2022å¹´å¹´??/P>

?????????¥ç??ï¼?å®?ä¸??????绩å??¿ä¸»è¦???汽车é¢??????¨å?¨ã??

?????¹æ???¸å?³æ?ºæ??é¢?æµ?ï¼??°è?½æ?汽车??导ä?使ç?¨é?????ç»???油车??3??ï¼????¥æ?ºè?½æ±½è½þ@??导ä?使ç?¨é???´æ???ç»???油车??8?????¹æ???°æ????使ç?¨æ?ä¾?ï¼??°è?½æ?è½þ@??导ä??¨é??ä¸?00é¢?ï¼???油车ä»?ä¸?00é¢???

?????¨â????碳â??å½±å??ä¸?ï¼??°è?½æ?汽车?ºè´§????ç»???¿ï??´æ?¥å¸¦?¨å?ä¸????¢è½¦è½¨å??导ä?????å¢??¿ã??

????2020å¹´ï?å®?ä¸????¢è½¦è½¨å??导ä??????¥æ?¶ä¸º44.50亿å??ï¼???022å¹´å??¿è??7.76亿å??ï¼??¨æ±½è½þA?????¥æ?¶å¤§å¢?å¸þ@?¨ä?ï¼?å®?ä¸??????绩快??å¢??¿ã??

????ä»?产å??ç«?äº?????ï¼?????022å¹´ï?å®?ä¸????¢æ?¥æ??å°?è¿?1.6ä¸?ç§?产å?????·ï?并ä?æ¯?å¹´æ?°å?800å¤?ç§???ä½?为ä???级汽è½þA???????¸ï?å®?ä¸????¢å??022å¹´å?¨ç????20大å??????ç«??¨ä»¶???¸æ????ä¸????ç¬?ï¼??¨ä¸­?½æ????????ç¬???

????对ä??»æ³°ç§?????è¨?ï¼?å®?ä¸????¢æ?????????°é??奶ç????ï¼?ä¸??¿æ?¶é?´ä?ç»??»æ³°ç§???å¸þ=?¥ç¨³å®????°é??æµ????¨å??导ä?ä¸??¡é???å¢??¿ä?ï¼??»æ³°ç§?????å®????»å???å­þ=¨¡ç»???产å??????ä¸??¡æ??ç»??§æ???¥ï????????»æ³°ç§???åºþA?æ¶?è´¹ç?µå?å¯?????åº?æ°????¨ã??

????ä¸?è¿?ï¼??±ä???å­þA??ç»?ä¸??¡å??产å??????ä¸??¡æ??ç»????ï¼??»æ³°ç§????¡ç¥¨ä¼°å?¼ä??´è?ä½??????·æ????????导ä????¸ï???æ¶þ@¾®å¸??¼è?è¿?700亿å??ï¼??»æ³°ç§???ä»???600å¤?亿å????

????2022å¹´ï???æ¶þ@¾®?¥æ?¶å????100.6亿å??ï¼??©æ¶¦????26.17亿å????????ï¼??»æ³°ç§?????导ä??¥æ??60.01亿å??ï¼????©æ¶¦ä¸?7.49亿å??ï¼??¥æ?¶å???©æ¶¦è¿?è¶???æ¶þ@¾®??

???????¥ï?å¦?ä½?平衡好产??????????å­þ=¨¡ç»?ä¸???导ä?è¿?ä¸?大ä??¡ç??å¸?å±?ï¼?以å??å¦?ä½???èµ?????ºæ?ç¡???????¸ä»·?¼ï?è¿?äº??½æ???»æ³°ç§???管ç??å±???è¦????¹æ????并解?³ç???????

?¨é?¨è?è®
??????App
??????å¾???
???????????/>     </div>     <!-- ???°é¡¶? -->     <script src=