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ԴоƬƷֽһḻӶܹΪ֪ƷƿͻṩΪ
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ҵ֪Ʒƿͻҵ֪ ODM ̽˳ںϵ
Ȼڶֻܱ߲ƷͻƷƿͻģС ODM ̣
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ڶСͰͻֻܱ߲Ʒͻνй˾Ʒ֪
ȣɢͷͻգӦЧʣӴ³гĿͻ֣
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2չй˾սԲ
Ŀǰй˾ѵҵرֻҵȽϸߣڳ
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ʢԤ 2025 ꣬ȫﵽ 1.2 ڲݴ˹㣬漶ģоƬ
һԪгģоռĹг
й˾ӴսԲ֣ʵ JoynextYura
Tech ȫ֪ǰװ̳ӦڰµϡִǡС졢
ʽ硢ŷպƷУй˾Ŀǰռ
ȻСһй˾ҵռȷֱΪ 1.67%1.31%
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нǿȷƺͿͻԴۡĹ˾ 2016 ܵҵķ
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Ĺ˾зIJֳ漶оƬƷͨ AEC-Q100 ֤ǹڽͨ
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ŶӲ־߱нˮƽչг۹ģԤǰ
۷ʽ 2022 2024 СԤں۷½
ƣҪϵ۹ģģЧӦʹ÷½Ԥ
2026 2030 ƽ۷Ϊ 8.82%״½Ҫϵ
˾ƻǿùܿء
Ԥ۷ۺϿ˱Ĺ˾չμĹ˾ģʽ
Ԥ߱ԡ
λԪ
Ŀ
Ŀ
ְн 236.93 71.10% 530.67 56.44% 455.07 64.33% 477.18 40.63%
۾̯ 41.14 12.35% 84.16 8.95% 91.28 12.90% 87.39 7.44%
칫ˮ 14.18 4.26% 28.13 2.99% 31.72 4.48% 42.29 3.60%
Ѽҵ
Ȩ - - 70.27 7.47% -22.71 -3.21% 8.77 0.75%
ѯн 13.42 4.03% 74.12 7.88% 78.65 11.12% 458.03 39.00%
÷ 2.36 0.71% 9.33 0.99% 11.14 1.57% 17.04 1.45%
Ƹ 1.79 0.54% 4.12 0.44% 23.52 3.32% 33.91 2.89%
ҵд 17.15 5.15% 42.20 4.49% 19.89 2.81% 13.40 1.14%
2.36 0.71% 89.42 9.51% 10.82 1.53% 13.27 1.13%
ϼ 333.23 100.00% 940.24 707.45 1,174.52
% % %
ĹýϸߣҪϵĹ˾ 2022 ֧ѯнýϴ
¡2024 Ĺ˾ýҪϵߵĵȨ
õ¡
ҵɱȹ˾Ա£
˾ 20251-6 2024 2023 2022
ܻ 6.77% 7.96% 7.54% 4.75%
Ӣо 4.02% 3.42% 3.28% 4.38%
оƼ 4.92% 4.70% 4.62% 5.20%
о 3.30% 3.63% 4.90% 4.73%
4.64% 4.18% 3.85% 3.76%
Դ 8.58% 7.93% 7.96% 9.40%
ƽֵ 5.37% 5.30% 5.36% 5.37%
о 3.83% 4.41% 3.81% 6.99%
ע 1ɱȹ˾оĹռӪҵı۳˹ɷ֧õӰ죻
ע 2Դڿɱȹ˾걨걨
Ĺ˾֧ѯн 240.07 Ԫòѯн
ӰĹ˾ռӪҵıΪ 5.60%ͬҵɱȹ˾
졣
2024 ꣬ɱȹ˾ܻغ;ԴĹռӪҵıϸߣֱΪ
ȹ˾ƽֵΪ 4.16% 3.98%Ĺ˾죻2025 1-6 £ͬ
ҵɱȹ˾оƼͱĹռӪҵıнϴ˿ɱ
˾ƽֵ
״ԤڹԤ£
λԪ
Ʒ/ 2024
11-12
˹ 66.00 416.00 437.00 458.00 468.00 477.00
۾ 13.53 77.68 73.97 103.37 99.45 97.77
̯ 1.08 6.48 6.48 6.48 6.92 6.48
ҵд 19.06 53.00 56.00 59.00 60.00 61.00
4.00 35.00 37.00 39.00 40.00 41.00
칫 10.00 20.00 21.00 22.00 22.00 22.00
Ƹ 5.00 10.00 11.00 12.00 12.00 12.00
ˮ 1.00 13.00 14.00 15.00 15.00 15.00
ѯ 10.00 87.00 91.00 96.00 98.00 100.00
19.00 44.00 45.00 46.00 47.00 48.00
ϼ 148.68 762.16 792.46 856.85 868.37 880.25
4.66% 3.78% 3.68% 3.68% 3.43% 3.20%
״ԤʶԱ£
Ŀ 2025 2026 2027 2028 2029 2030
Ŀ 2025 2026 2027 2028 2029 2030
״ 3.78% 3.68% 3.68% 3.43% 3.20% 3.16%
3.80% 3.70% 3.64% 3.51% 3.32% 3.10%
0.01% 0.02% -0.04% 0.08% 0.13% -0.05%
й״ʵԱ仯ҪϵԹ̶
Ԥ½¹Сǡ
Ĺ˾ռȽϸߵĿҪΪ˹ɱڹԱ˹ɱԱ
ȶԤڹý 2022 2024 СŹ˾켰
ȶԱ˹ɱԤ˹ɱ=Ա*Ա˾
ʣԤ£
λˡԪ/
Ŀ 2022 2023 11-12
£E
Ա 20.42 18.42 16.90 17.00 17.00 17.00 17.00 17.00 17.00
Աƽ
ע 1ʷڼԱΪ¶ƽֵзŹʵ/122024 1-10 Ϊ 1-10
зŹʵ/10
ע 22024 1-10 ˾ʶӦ 10 ¹ʣ2024 11-12 ˾ʶӦ 2 ¹ʡ
Ĺ˾չҪзĿǰĹ˾Աģȶ
еĹԱѻĹ˾ӪҪԤڹԱ
Ϊά־гнˮƽԤƽǣ
棬ͳƾַġ2023 гλҵԱƽݹ
2023 ˽ӪλҵԱƽͬ 5.6%˼˾
ʵΪ 5%ƽʵǴﵽһˮƽǷ½
лڱĹ˾ʵĹ滮ԤԱ
2025 1-6 »һ£ԱƽΪ 5%ƽʵ
ﵽһˮƽǷ½£
λˡԪ/
Ŀ 2022 2023 2024 7-12
E
Ա
Ա
ƽ
ע 1ʷڼԱΪ¶ƽֵзŹʵ/122025 1-6 Ϊ 1-6
зŹʵ/6
ע 22025 1-6 º 2025 7-12 ˾ʶӦ 6 ¹ʡ
۾̯ձĹ˾Ĺ̶ʲʲԭֵ۾ɣ̯Ԥ⣬
Ĺ˾й̶ʲʲ۾̯ԼԤ̶ʲ
ʲ۾̶̯ʲʲҪǴй
ʲʲ۾ɻ̯Ϻ¹á
÷ΪȶԤδʷȽϿһ
״Ԥڹ 2024 11-12 µ 4.66%½ 2029
ԽϵͣģЧӦ˷ʵ½״Ԥƽ
3.74%Ԥƽ 3.51% 2022 2024 ƽ
5.16%Ҫԭһ 2022 2024 Ĺ˾ΪﻮȫСҵɷ
תϵͳƣ֧϶طã֧ƽΪ 4.69%δ
Ӫҵְнꡢ۾ɼ̯ȸòģ
ͬӣģЧӦ¹½кԣͬʱڼ
Ԥƣƽ͡
ԤڹԤ
з
λԪ
Ŀ
Ŀ
ְн 492.62 68.34% 1,114.84 67.52% 1,154.03 65.18% 1,111.30 62.77%
ϼӹ 140.50 19.49% 226.83 13.74% 430.88 24.34% 292.34 16.51%
۾̯ 25.44 3.53% 60.71 3.68% 60.41 3.41% 37.62 2.13%
47.17 6.54% 42.45 2.57% - - 177.52 10.03%
Ȩ 116.53 7.06% - - - -
ҵ 7.20 1.00% 39.69 2.40% 76.72 4.33% 61.05 3.45%
7.93 1.10% 50.02 3.03% 48.40 2.73% 90.57 5.12%
ϼ 720.86 100.00% 1,651.07 1,770.44 1,770.40
% % %
ҵɱȹ˾Ա£
˾ 20251-6 2024 2023 2022
ܻ 33.74% 37.96% 35.40% 20.55%
Ӣо 21.38% 18.76% 18.82% 18.03%
оƼ 19.21% 17.01% 16.43% 14.32%
о 19.39% 23.61% 26.70% 23.11%
23.99% 23.54% 26.63% 21.87%
Դ 25.63% 24.34% 26.17% 25.94%
ƽֵ 23.89% 24.20% 25.02% 20.64%
о 8.29% 7.77% 9.24% 10.61%
ע 1ɱȹ˾озռӪҵı۳˹ɷ֧õӰ죻
ע 2Դڿɱȹ˾걨걨
ҵɱȹ˾Ҫϵ1Ĺ˾ӪҵаоƬЭͬ۵
ƷоƬƷоƬҪΪЭоƬзͶ룬зռ
Ӫҵı2Ĺ˾áֱΪΪģʽͻ
˸ֱӶܵϵԾտͻʵӶڲƷ뼼Ż
Ϊ۽зЧԽϸߣ3Ĺ˾ĿǰģСڽ뵼ҵ
£Ĺ˾ȡΪͼезԡ
״ԤзԤ£
λԪ
Ʒ/ 2024
11-12
˹ 130.00 1,226.00 1,287.00 1,351.00 1,386.00 1,413.00
10.00 96.00 101.00 106.00 111.00 117.00
۾ 8.33 52.62 25.51 16.51 39.34 43.22
̯ 0.87 5.23 5.23 5.23 4.80 5.23
ҵд 5.00 5.00 5.00 5.00 5.00 5.00
1.85 26.00 27.00 28.00 29.00 30.00
²ƷƬ
Է 20.00 41.00 43.00 45.00 47.00 49.00
5.00 30.00 32.00 34.00 36.00 38.00
10.00 38.00 39.00 40.00 41.00 42.00
ר֧ - 19.00 19.00 19.00 19.00 19.00
װ - 20.00 2.00 2.00 2.00 2.00
9.00 33.00 34.00 35.00 36.00 37.00
ϼ 210.06 1,841.86 1,882.75 1,962.75 2,046.14 2,105.46
з 6.59% 9.15% 8.74% 8.43% 8.08% 7.64%
״ԤзʶԱ£
Ŀ 2025 2026 2027 2028 2029 2030
״ 9.15% 8.74% 8.43% 8.08% 7.64% 7.61%
з 9.59% 8.37% 8.16% 7.97% 7.61% 7.25%
0.45% -0.37% -0.27% -0.11% -0.03% -0.35%
з»Ҫϵ˹ɱԼ½
Ҫԭϵ1״ʱĹ˾ƻͼзԱзԱ
ĹԤȽϸߣͬʱƻΪõзԱǵ廷
仯Ĺ˾ 2025 1-6 δִӦƸƻҲƻͨԱ
ЧӻзԱʽнЧ2Ĺ˾ 2025 1-6 зԱ
ƽ½Ҫϵּϵ͵ԱͱĹ˾ʵʩнϵ
Чʩ£˼зԱĹʻϵͣʹƽǷ
״һ£зԱƽʵ״ҲĹ˾
ԱṹЧĹĿ
Ĺ˾зռȽϸߵĿҪΪ˹ɱ²ƷƬá
Ԥ˹ɱ=Ա*зԱ˾ʣ˹ɱľԤ£
λˡԪ/
Ŀ 2022 2023 11-12
E
з
Ա
з
Ա˾
з
/ / / / 6.00 6.00 6.00 6.00 6.00
Ա
з
/ / / / 44.33 46.55 48.88 51.05 52.07
Ա˾
ע 1ʷڼзԱΪ¶ƽֵзŹʵ/122024 1-10 Ϊ 1-10
зŹʵ/10
ע 22024 1-10 ˾ʶӦ 10 ¹ʣ2024 11-12 ˾ʶӦ 2 ¹ʡ
ڵԴоƬڸɶȡġܻȷļƶ
οͻĹ˾ŵԴоƬļ·ǿзŶӵĽ
ԼзͶ롣з˹ɱԤзԱԼԤڱĹ˾
зŶӴзԱ£
ǣٷ棬ͳƾַġ2023 гλ
ҵԱƽݹ2023 ˽ӪλҵԱƽͬ
5.6%˼˾ʵΪ 5%ƽʵǴﵽһˮƽǷ
½
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ƷзŶӣڰͼƺ̶ܴϾоƬܵʵԼܺճ
似зԱʵҪϸߣԤ˾ʸʷڼƽˮ
ƽĹ˾иλн겻ڽϴ졣
״ӣڱĹ˾ʵĹ滮
ԤзԱӣзԱƽ
״һ££
λˡԪ/
Ŀ 2022 2023 2024 7-12
E
зԱ
зԱ
˾
ע 1ʷڼзԱΪ¶ƽֵзŹʵ/122025 1-6 Ϊ 1-6
зŹʵ/6
ע 22025 1-6 º 2025 7-12 ˾ʶӦ 6 ¹ʡ
²ƷƬ÷棬ڸ²Ʒзͬʷڼһ
ԤڿʷڼƽĻһӡþʷ
ĻϣС
״Ԥ 2025 2029 з 7.64% 9.15%֮ƽ½
Ԥ 2026 2030 з 7.25% 8.37%֮ƽ½2022
2024 з 7.77% 10.61%Ԥëʴ 2022 2024 з
ڣ죬߱ԣԤз½ҪϵģЧ
Ӧ¡
ԤзԤ
ģ
λԪ
Ŀ
Ϣ 36.21 104.53% 35.16 -120.18% 6.29 -9.56% 19.68 -20.78%
Ϣ -11.80 -34.08% -75.21 257.09% -91.41 138.88% -120.21 126.90%
5.03 14.51% 6.45 -22.06% 11.26 -17.11% -19.08 20.15%
5.21 15.03% 4.35 -14.85% 8.04 -12.22% 24.89 -26.27%
ϼ 34.64 100.00% -29.26 100.00% -65.82 100.00% -94.73 100.00%
Ԫ-29.26 Ԫ 34.64 ԪռӪҵıطֱΪ-0.57%-0.34%-0.15%
0.40%ҪϢáϢ롢桢ȹɡ
ҵɱȹ˾Ա£
˾ 20251-6 2024 2023 2022
ܻ -0.16% 1.18% -0.07% 0.68%
Ӣо -1.53% -1.39% -2.98% -3.34%
оƼ -0.77% -2.78% -2.39% -2.39%
о 0.37% -0.71% -1.30% -0.64%
-0.22% -0.15% -0.27% -0.50%
Դ 0.52% 0.47% 2.21% 0.73%
ƽֵ -0.30% -0.56% -0.80% -0.91%
о 0.40% -0.15% -0.34% -0.57%
ע 1Դڿɱȹ˾걨걨
ʽӽ
״ԤڱĹ˾Ԥ£
λԪ
Ʒ/ 2024
11-12
Ϣ֧ 13.14 78.83 78.83 78.83 78.83 78.83
Ʒ/ 2024
11-12
1.00 5.00 5.00 6.00 6.00 7.00
ϼ 14.14 83.83 83.83 84.83 84.83 85.83
0.44% 0.42% 0.39% 0.36% 0.34% 0.31%
ԤڣĹ˾ҪϢ֧ѣϢ֧ձ
˾ϢծʽԤ⣬ѰʷռԤ⡣Ԥڲ
ʸʷڼҪԭϵʷڼðʽϢ뼰
棬ԤʽļֵΪʲֱڹɶȫȨֵмӻأ
ԤڲٿϢ룬ͬʱܹʻӰнϴȷҽ
СԤҲǻ档
ԤڲԤ
2024 ȫԼںҵʵ
Ĺ˾ 2024 꼰 2025 1-6 ҵʵ£
λԪ
Ŀ Ԥ 껯
ʵ ʵ Ԥ ɶ
2025 ꣩
8,695.13 20,139.60 86.35% 19,746.31 19,123.34 103.26%
1,228.55 2,314.18 106.18% 2,170.89 2,398.08 90.53%
ֵʧ
δ
Ӱ죩
ע 12024 Ԥ=2024 1-10 +2024 11-12 Ԥʲֵʧ
δӰľʱ 2024 11-12 ݣ
ע 22025 1-6 껯ɶ=2025 1-6 ʵ*2/2025 Ԥ
ʲֵʧȿĿӰҪԭϵԤھݣδδ
ʵʷֽʲֵʧȿĿԼż֧Ӫҵ֧ȿĿ
£
λԪ
Ŀ 2025 1-6 2024 11-12 δԤԭ
Ͷ 18.22 20.13 Ǿ
ʼֵ䶯棨ʧԡ-
- - Ǿ
У
üֵʧʧԡ-
У
ʲֵʧʧԡ-
-129.35 -221.81 δʵʷֽ
У
ʲ棨ʧԡ-
- - Ǿ
У
Ӫҵ 14.08 8.56 Ǿ
Ӫҵ֧ 1.83 10.75 Ǿ
ϼ -66.73 -261.94 /
Ԫɶ 90.53%2024 ȱĹ˾ʵ־ԤڲҪ
ԭϵԤھݣδδʵʷֽʲֵʧȿĿ
Լż֧Ӫҵ֧ȿĿõȿĿӰ2024 ȱĹ˾ʵ
Ԥڽϴ졣
1,228.55 Ԫ껯ɶ 106.18%껯ɶȽϵҪԭһDZĹ
˾ҵɣϰдڼڣϰձ°꣬
2022 2024 ϰռȼ㣬ʵʵ£ʵ
ԤԵ͵Сһ棬Ĺ˾ 2025 ܵۻӰ죬
»ںҵת
Ŀ 2024 2023 2022
ϰռ 45.48% 43.16% 45.25%
껯 2025 ʵ루Ԫ 19,214.70 20,145.07 19,116.52
Ԥ -4.59% 0.03% -5.08%
ϣԤһĿʵԡ
ߡϽͬҵɱȰҵʲν淨
زѡȡĺԡԤпɱȹ˾ѡĺ
һʲν淨زѡȡԤпɱȹ˾
ѡĺԷ
βʱʲȨƽɱģͣWACCȷʡWACC ģǹȨ
ʺ˰ծȨʵļȨƽֵ㹫ʽ£
WACCKeE/DEKdD/DE1T
ʽУKeȨʱɱ
Kdծʱɱ
T˰ʣ
E/DEȨռʱʣ
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гۣӢıΪ Market Risk PremiumMRPгۣ Equity
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ݽзӦгָƱгˣ ERP гۡ
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£
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ԭгȲ㣬ָر 2007 2008 ĹȨȫͨ
øĸɹɼ۹Ȳ
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ϲ㣬 2024 ڵĿERP ͳһѡ
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ʽУ
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D/EĹ˾յծȨʣ
Uܸ˵ Beta
T˰ʣ
ΦµIJѡȡΪģоƬҵҵ£µʱΪǰ
꼴 2021 11 1 2024 10 31 գָΪ 300
ΪܡģоƬҵй˾ 34 ңвй˾
ʱ 2021 11 1 գȡ㹻µĹ۲ֵʽܹȡ
㹻۲ֵй˾£
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ȡҵй˾ºðֵȨƽʽҵȨ
ܸ˵£ͬ˳ iFind ն BETA óȨ
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Ĺ˾յ D/E ¹ʽ㣺
D=ڽծȯ
E=ɶȫȨֵʵʼУȽĹ˾ȨΪ E
һʣøٴμĹ˾ɶȫȨֵ˵ɴ
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=1.1145
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ʱģһͶϣPortfolioͶʣһΪ
ڵ˾ͶʷҪһͶϵķգˣڿǵ˾ƱͶ
ʱӦÿǸù˾зijʡڹֵУ
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=10.77%
㣬 10.77%
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зʣRc 2.70% 2.70%
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ȨȨ 91.51% 91.42%
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ͬҵɱȽװ漰£
й˾ й˾ Ĺ˾ ҵض
й˾ й˾ Ĺ˾ ҵض
˾ 2021/12/31 10.97% 1.00% 2.78%
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վƵоƬҵ 2021/12/31 10.97% 1.00% 2.78%
ʲծ
νף״ 2024/10/31 10.77% 2.70% 2.15%
νף 2025/6/30 11.45% 2.70% 1.65%
ʾҪɱȽ 10.80%-12.81%ν״
Ϊ 10.77%˼չоӽضշ棬νۺϿ˱
˾ص㣬ȷض 2.7%ϿɱȽȡֵƫߣҪϵǵ
ױĹģȿɱȹ˾Сڽԭȡֵʷ棬ܵϢ
ȻӰ죬ծ½оƬչʽϸҪ
ϵʱ磬Ĺ˾սӽĽڰش
졣
й˾ й˾ Ĺ˾
νף״ 2024/10/31 2.15%
νף 2025/6/30 1.65%
ʲν淨ȡֵ߱ԡ
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ԡ
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1,032.03 6.19%
2,264.95 13.58%
ϼ 16,680.17 100.00%
ע˻ܵռԽСҵ
Ĺ˾ӦƷëѻ¶һڣĹ˾
Ӻҵͻ۲ƷëˮƽƣĹ˾
ҵͻ۲ƷëˮƽϸߣҪΪоƬƷӦü
ҪϸߣоƬƷݿͻͨ AEC-Q100 ֤漰¶ȡ
ŸŵȲԣͻճԺӦȶԽϸߣë
ӵϸߡ
Ĺ˾ڸƷӪгеľְӵã
ƷҵתԼ漰壬¶ͬƷҵģʽϵ
ģоƬҵҵ̿ԷΪоƬơоƬͷװԵȲ֣ÿ
־ɲͬĻɣһԣģоƬҵӹ嵽ƷԵ
塢·ơͼơԲӹвⷽơԲв⡢
װơװɲⷽƺоƬƷԵȻڣɳƷԺоƬƷ
۸ͻ״̬Ƶľ漰±ʾ
˵ 漰
ȷоƬĹܡָӦóԴо
ģоƬƹ˾
Ƭ/ѹЧʡ¶ȷΧȣ
· ݹƵ·˽ṹʵֹ֤ܲ ģоƬƹ˾
ͼ ·תΪͼȷ ģоƬƹ˾
ͼתΪõģ棨֣ ֳ
Բӹ ùھԲоƬʵֵ· Բ
вⷽ ƾԲԷɸѡϸоƬ ģоƬƹ˾
ÿһоƬе͵·ܵȫԣ
Բв ⳧
ȷԲܹʵԤڵĵ·
ȷоƬڷװܡɢеɿ
װ ģоƬƹ˾
ԺͳɱҪӦó
ԲϵƬӹΪоƬоƬ
װ ⳧
˺ͻӰ죬ṩⲿ
ƶоƬװղԷȷоƬܡܡ
ɲⷽ ģоƬƹ˾
ɿԷҪֵͨɸѡϸоƬ
ִгɲⷽɸѡϹоƬȱƷ
оƬƷ ⳧
ֵܷ
һؾԲίӹ
Ĺ˾ڸͲƷоʹзؾԲĹ˾оƬƷ
Ҫ塢·ơͼơвⷽơװƺͳɲ
ƵȻڡ
ؾԲʱĹ˾ȷоƬĹܡָӦóȣƶ
ӦԭͼӦ·ȣγɾԲ˵顣֮Ĺ˾ƾ
ĵ·˽ṹʵӦĹܣ֤ͨȷؾԲ
Ӧĵ·ͼĹ˾ݵ·ͼƶӦİͼȷԲĿ
ԡھԲͼɺĹ˾ίйֳͼתΪõģ棨
֣þԲݹӦľԲԲþԲɾԲ
ԲʼĸĹ˾Ϊ˱֤ԲʣĹ˾ӦľԲԷ
Բʼĸв⳧ί䰴ղԷԾԲм⡣
Ĺ˾ضͿͻоƬƷľṹƣؾԲ
һ𣬲ƶӦķװȷоƬڷװܡɢ
еɿԺͳɱƵҪӦó˲ԺľԲ
⳧תƵĹ˾ίеķװзװװоƬɷװתƷ
̣ɱĹ˾ίвԳ̰ձĹ˾ƵIJԷоƬƷԣȷ
оƬܡܡɿԷҪɸѡϸоƬ
Ĺ˾оƬƷɳƷԺֽĹ˾ֿ⣬ɱĹ
˾ͨ˾͡ҵԱͺͨ͵ȷʽͻ
ɿͻᡣڿͻΪʱҲڽоƬƷֱӴӱĹ˾
¼߷⳧ͻ
ӪĸбĹ˾еľְӵáҵ
תԼ漰±ʾ
Ҫ Ĺ˾Ҫְ /ļ
ݿͻҪȷоƬĹܡָ
ӦóԴоƬ/ Ĺ˾ Բ˵
ѹЧʡ¶ȷΧȣ
ݹƵ·˽ṹʵֹܲ
· Ĺ˾ ·ͼ
֤
ͼ ·תΪͼȷ Ĺ˾ GDS ļ
Mask ɹ
ίйֳ̰հͼGDS ֳ
Ʊлص
Բɹ
Բӹ ίоԲоԲ Բ
Ʊлص
вⷽ ƾԲԷɸѡϸоƬ Ĺ˾ CP Թ淶
ίм⳧̶ÿһоƬе ίⶩɹ
Բв ⳧
·ܵȫ Ʊлص
ƷװԵķȷоƬڷװ
װ ܡɢеɿԺͳɱ Ĺ˾ װ淶
ҪӦó
ίⶩɹ
װ ίз⳧ձĹ˾ķзװ ⳧
Ʊлص
ɲⷽ ƶоƬװղԷȷоƬ Ĺ˾ FT Թ淶
Ҫ Ĺ˾Ҫְ /ļ
ܡܡɿԷҪͨ
ֵɸѡϸоƬ
ίⶩɹ
оƬƷ ίз⳧ִбĹ˾ijɲⷽ ⳧
Ʊлص
۶ⵥ
ͻǩۺͬݿͻ
Ʒ Ĺ˾ ǩ
Ʊ
÷вƷͶӦؾԲͺšؾԲ EDA ݵʱ䡢MASK ʱ䡢Բʱ䡢װʱ䡢
ʱ䡢ƷʱϢ±ʾ
ؾԲ EDA MASK ʱ ؾԲ װʱ Ʒʱ
Ʒ ؾԲͺ ʱ
ݵʱ ʱ
Ʒ 1 Բ A 2022/6/5 2022/5/17 2022/7/28 2022/10/17 һ 2023/6/12
Ʒ 2 Բ B 2021/7/23 2021/11/22 2021/11/22 2023/4/10 2023/4/26(Ĺ˾в֤) 2023/5/9
Ʒ 3 Բ B 2021/7/23 2021/11/22 2021/11/22 2023/4/1 2023/5/24(Ĺ˾в֤) 2023/6/1
Ʒ 4 Բ C - 2017/2/14 2017/2/14 2020/6/15 2020/7/10 -
Ʒ 5 Բ C - 2017/2/14 2017/2/14 2017/7/12 2017/8/24(Ĺ˾в֤) -
Ʒ 6 Բ C - 2017/2/14 2017/2/14 2018/6/22 2018/7/13(Ĺ˾в֤) -
Ʒ 7 Բ C - 2017/2/14 2017/2/14 2018/6/28 2018/7/25(Ĺ˾в֤) -
Ʒ 8 Բ C - 2017/2/14 2017/2/14 2017/4/20 2017/5/25(Ĺ˾в֤) -
Ʒ 9 Բ C - 2017/2/14 2017/2/14 2017/7/8 2017/8/12(Ĺ˾в֤) -
Ʒ 10 Բ C - 2017/2/14 2017/2/14 2017/9/2 2017/10/12(Ĺ˾в֤) -
Ʒ 11 Բ D 2021/12/22 2022/1/6 2022/1/6 2022/12/16 2023/1/4 2023/3/8
Ʒ 12 Բ D 2021/12/22 2022/1/6 2022/1/6 2022/6/17 2022/7/21(Ĺ˾в֤) 2022/8/31
Ʒ 13 Բ D 2021/12/22 2022/1/6 2022/1/6 2022/6/17 2022/7/13 2022/8/3
Ʒ 14 Բ D 2021/12/22 2022/1/6 2022/1/6 2022/6/29 2022/7/12(Ĺ˾в֤) 2022/7/18
Ʒ 15 Բ D 2021/12/22 2022/1/6 2022/1/6 2022/10/31 2022/11/25(Ĺ˾в֤) 2023/2/1
Ʒ 16 Բ E 2021/11/7 2021/11/19 2021/11/19 2022/5/13 2022/5/15(Ĺ˾в֤) 2022/5/16
Ʒ 17 Բ E 2021/11/7 2021/11/19 2021/11/19 2022/6/21 2022/7/13 2022/7/20
Ʒ 18 Բ E 2021/11/7 2021/11/19 2021/11/19 2022/11/4 2022/12/6 2022/12/20
ؾԲ EDA MASK ʱ ؾԲ װʱ Ʒʱ
Ʒ ؾԲͺ ʱ
ݵʱ ʱ
Ʒ 19 Բ E 2021/11/7 2021/11/19 2021/11/19 2022/6/20 һ 2022/7/8
Ʒ 20 Բ E 2021/11/7 2021/11/19 2021/11/19 2024/3/6 һ 2024/6/4
Ʒ 21 Բ E 2021/11/7 2021/11/19 2021/11/19 2022/6/28 2022/8/2(Ĺ˾в֤) 2022/8/29
Ʒ 22 Բ E 2021/11/7 2021/11/19 2021/11/19 2024/7/5 һ 2024/7/27
Ʒ 23 Բ E 2021/11/7 2021/11/19 2021/11/19 2024/3/8 һ 2024/6/4
Ʒ 24 Բ F 2020/5/12 2021/5/24 2021/5/24 2021/10/29 2021/11/11 2021/11/13
Ʒ 25 Բ F 2020/5/12 2021/5/24 2021/5/24 2021/9/17 2021/10/16 2021/10/21
Ʒ 26 Բ G 2023/4/23 2023/5/12 2023/5/19 2023/9/20 2023/10/25(Ĺ˾в֤) 2024/1/19
Ʒ 27 Բ H 2023/4/7 2022/9/2 2022/9/8 2023/11/27 һ 2023/12/20
Ʒ 28 Բ I 2022/8/9 2022/7/21 2022/8/25 2023/9/5 2023/9/20(Ĺ˾в֤) 2023/10/24
Ʒ 29 Բ I 2022/8/9 2022/7/21 2022/8/25 2023/4/14 2023/5/6 2023/6/16
Ʒ 30 Բ I 2022/8/9 2022/7/21 2022/8/25 2024/4/26 һ 2024/7/23
Ʒ 31 Բ I 2022/8/9 2022/7/21 2022/8/25 2023/4/24 2023/5/11 2023/5/24
Ʒ 32 Բ I 2022/8/9 2022/7/21 2022/8/25 2023/10/9 2023/11/20 2023/12/4
Ʒ 33 Բ I 2022/8/9 2022/7/21 2022/8/25 2023/4/14 һ 2023/6/25
Ʒ 34 Բ I 2022/8/9 2022/7/21 2022/8/25 2022/11/16 һ 2023/2/25
Ʒ 35 Բ I 2022/8/9 2022/7/21 2022/8/25 2023/4/14 һ 2023/7/8
Ʒ 36 Բ I 2022/8/9 2022/7/21 2022/8/25 2023/5/22 һ 2023/6/7
Ʒ 37 Բ I 2022/8/9 2022/7/21 2022/8/25 2023/4/24 2023/5/11 2023/5/24
Ʒ 38 Բ J 2020/1/20 2020/2/18 2020/2/18 2020/9/22 2020/10/13 2020/10/15
ؾԲ EDA MASK ʱ ؾԲ װʱ Ʒʱ
Ʒ ؾԲͺ ʱ
ݵʱ ʱ
Ʒ 39 Բ J 2020/1/20 2020/2/18 2020/2/18 2020/10/20 2020/12/9 2020/12/23
Ʒ 40 Բ J 2020/1/20 2020/2/18 2020/2/18 2020/5/15 2020/5/17(Ĺ˾в֤) 2020/5/18
Ʒ 41 Բ J 2020/1/20 2020/2/18 2020/2/18 2020/8/24 2020/9/16(Ĺ˾в֤) 2021/10/16
Ʒ 42 Բ J 2020/1/20 2020/2/18 2020/2/18 2020/4/30 2020/5/13 2020/5/18
Ʒ 43 Բ K 2022/6/9 2022/8/2 2022/8/2 2022/11/17 2023/3/24 2023/3/30
Ʒ 44 Բ K 2022/6/9 2022/8/2 2022/8/2 2023/4/12 2023/6/8 2023/7/3
Ʒ 45 Բ K 2022/6/9 2022/8/2 2022/8/2 2024/1/11 2024/1/31(Ĺ˾в֤) 2024/4/8
Ʒ 46 Բ K 2022/6/9 2022/8/2 2022/8/2 2024/1/25 2024/3/4(Ĺ˾в֤) 2024/4/8
Ʒ 47 Բ L 2020/4/15 2020/4/20 2020/4/28 2021/3/9 2021/3/24 2021/4/12
Ʒ 48 Բ L 2020/4/15 2020/4/20 2020/4/28 2020/9/10 2020/9/24 2020/9/30
Ʒ 49 Բ L 2020/4/15 2020/4/20 2020/4/28 2022/10/9 һ 2022/11/28
Ʒ 50 Բ L 2020/4/15 2020/4/20 2020/4/28 2022/9/15 2022/10/8 2022/10/11
Ʒ 51 Բ L 2020/4/15 2020/4/20 2020/4/28 2022/6/7 һ 2022/6/13
Ʒ 52 Բ L 2020/4/15 2020/4/20 2020/4/28 2022/8/15 2022/9/3(Ĺ˾в֤) 2024/5/7
Ʒ 53 Բ L 2020/4/15 2020/4/20 2020/4/28 2023/11/20 һ 2023/12/4
Ʒ 54 Բ M 2023/11/16 2023/11/14 2023/11/27 2024/3/27 2024/6/12 2024/7/2
Ʒ 55 Բ M 2023/11/16 2023/11/14 2023/11/27 2024/6/14 2024/7/7 2024/7/24
Ʒ 56 Բ N 2023/5/29 2023/5/29 2023/6/8 2024/8/1 2024/9/6(Ĺ˾в֤) -
Ʒ 57 Բ L 2020/4/15 2020/4/20 2020/4/28 2024/7/24 һ 2024/11/12
Ʒ 58 Բ O 2022/8/1 2022/12/12 2023/2/7 2024/12/30 һ 2025/4/3
ؾԲ EDA MASK ʱ ؾԲ װʱ Ʒʱ
Ʒ ؾԲͺ ʱ
ݵʱ ʱ
Ʒ 59 Բ L 2020/4/15 2020/4/20 2020/4/28 2024/11/13 2024/11/30 2024/12/10
ע 1ϱʾƷӦؾԲͺϢԴڱĹ˾ṩIJƷ BOM ͼ
ע 2ϱʾƷؾԲ EDA ݵʱԴڱĹ˾ṩ EDA ͼ PDC008 Ϊʱ˱Ĺ˾δϣ
ע 3ϱʾƷ MASK ʱϢԴڱĹ˾ṩؾԲ MASK
ע 4ϱʾƷӦؾԲʱϢԴڱĹ˾ṩĹԲ
ע 5ϱʾƷװʱϢԴڱĹ˾ṩĸƷװ
ע 6ϱʾƷʱϢԴڱĹ˾ṩĸƷԶвֲƷƷδԣֲƷʱ
磬ϵͳδزԶʾȡƷεIJԶ֤òƷίвԵʵԣ
ע 7ϱʾƷʱϢԴڱĹ˾ṩĸƷƷⵥֲƷʱΪϵͳδϢȡ
Ϣ
ע 8ڣĹ˾ͲƷǰʮͻеͻ۵IJƷ϶࣬ӿͻǶȳʾƷϢᵼ±
ӣʴӲƷάȳʾ˲Ϣ
Ĺ˾ؾԲ EDA ؾԲݺὫϢύ MASK MASK ¶֮
MASK ԽӾԲϢĹпܻؾԲݽиģϱؾԲ EDA ݵʱ MASK ʱ
ؾԲ F MASK ʱ EDA ݵʱϳ377 죩ҪΪؾԲ 2020 ɺԲ
Ʒ 25 2020 6 2 о¹ MASK ʵʾԲԲƷ 25 Ŀ code оԲ
2021 ΪԲȱԶСĿͻ˱Ĺ˾ 2021 5 4 ͨоԾ
Բ F ´ MASK ;Բ˺Ĺ˾ؾԲþԲ F ơؾԲ B MASK
ʱ EDA ݵʱϳ122 죩ҪΪʱԲܽΪȱĹ˾ھԲɺѽϳʱ
Բɺ´ MASK
Ĺ˾зɹؾԲؾԲӦڱĹ˾г½²ƷУ˴ӲƷάȳ
ؾԲ MASK ʱͲƷװʱϴؾԲ MASK ʱʹøؾԲβƷʱ
ļʱ䳬ϵԭ±ʾ
ؾԲͺ MASK ʱ βƷװʱ ϵԭ
ؾԲɲ´ MASK Ĺ˾ؾԲ
Բ B 2021/11/22 2023/4/1 495
˸İƣһθİӦ MASK ʱΪ 2022/11/18
ؾԲɲ´ MASK Ĺ˾ؾԲ
Բ H 2022/9/2 2023/11/27 451
˸İƣһθİӦ MASK ʱΪ 2023/10/10
ؾԲɲ´ MASK Ĺ˾ؾԲ
˸İƣһθİӦ MASK ʱΪ 2023/11/22
Բ N 2023/5/29 2024/8/1 430
һθİԲʱΪ 2024/3/14βƷ
װʱ䲻 6
ؾԲɲ´ MASK Ĺ˾ؾԲ
Բ I 2022/7/21 2023/4/14 267
˸İƣһθİӦ MASK ʱΪ 2023/1/11
Բ E 2021/11/19 2022/5/13 175 δ
Բ D 2022/1/6 2022/6/17 162 δ
Բ A 2022/5/17 2022/10/17 153 δ
Բ L 2020/4/20 2020/9/10 143 δ
Բ M 2023/11/14 2024/3/27 134 δ
Բ G 2023/5/12 2023/9/20 131 δ
Բ F 2021/5/24 2021/9/17 116 δ
Բ K 2022/8/2 2022/11/17 107 δ
Բ J 2020/2/18 2020/4/30 72 δ
Բ C 2017/2/14 2017/4/20 65 δ
ֲƷʱ빤װʱԶҪΪڹηװͲԺزƷ˸İƣİ
йװƷʱװʱϵľԭ±ʾ
Ʒ װʱ Ʒʱ ϵԭ
ڲƷ 52 ֹ֤ܲԤڣ 2022/9/6 ؾԲ L ˸
Ʒ 52 2022/8/15 2024/5/7 631 棬İͬϵвƷ 2023/6/21 йԣ 2023/8/26
빤װʱδ
ڸòƷֹ֤ܲԤڣƸİ 2021/5/8 ¹
Ʒ 41 2020/8/24 2021/10/16 418 װ 2021/6/28 ¹ԺʱİƷĹװ
ʱδ
ڸòƷֹ֤ܲԤڣ 2022/12/9 ؾԲ TSC2128
Ʒ 1 2022/10/17 2023/6/12 430 ˸İ棬İIJƷ 2023/4/19 йԣʱİƷ
Ĺװʱδ
ֲƷδίвԳ FT ԣҪΪίвԳ FT ԺķʱϾãܳ 1-2 £Ҵ
һɱƷзڽϴȷԻ߿ͻϼʱĹ˾жԷװƷĹؼݽвԣʽ
زƷ۸ͻǰίвԳвԣĹ˾ӵеӸǡʾʼơñºʪ
ȼ豸زƷܼ֤רŵŶӸƷIJԹ߱ԷװIJƷܽвԵģ
оƬƹ˾ԷװIJƷгԺ֤ҵ˼֣688536 2022 ض A ɹƱ
֤ȯļ˵¶˾ļʽͶĿ֮һΪģͨԲԵҪڽϸܿغȣ
ǿڳƷԼԲԻڵɿأ㹫˾߶˲ƷԵĶƻҪϲƷƷʡ귢չ˾ھ
ԲƷԷ˽ϷḻĿ鼰ۣвƷԽЧ˾ҵܺͼɹǿ̹˾
Ǻӡɵ·ҵϺоӼɷ˾й˵¶оƬԻڣ˾ϳ̵оƬ
ϵͳΪ˾ķչս֮һĿǰʵоƬ£¡¡£µܺģܵȫDz
ԡоƼ688595ضпת˾ծȯļ˵¶ MCU ߴơ⡢ԶУ
ɲϣҪϽ֤ԼɿԲԣ˾ƽ MCU оƬзҵĿ裬ͨ FT
̨ز豸г漶 MCU IJԻڡ
÷вƷͶӦԲ̡ηװ̡βԳ̡ڸͱڸۼ
ǰͻϢ±ʾ
װ 2022 2023 2024
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LUXSHARE PRECISION LIMITED
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Ʒ 5 ӹ - 1,025.40 958.42 647.03 259.76
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װ 2022 2023 2024
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оƬ QFN װա
ؾԲ CJX04D İͼȨΪԽԽе CJX04D Բ
ȨĹ˾ʹã˳ڽԿǣĹ˾δؾԲ CJX04D
ΪؾԲDZĹ˾˸ؾԲз̡ 2010 ң
Ĺ˾ʵʿ֮һܽԽܾһɾʶ֮˫
ͬ̽з DC-DC ԴתϵͳľԲĿɳоṩгС
Ҫ趨г۹ȣһɴŶӸľԲͼƺͱ
ƸþԲľӹ칤ա2016 ° CJX04 ԲзɹͼȨ
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תá
Բ DC-DC оƬ CX8522 CX8576,ƶ˸òƷķװ淶ͲԹ淶顣Ϊ
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˶оƬ SOP װղӦڲƷ CX8852CX8576 УùͨԿ
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Żװṹ4ͨ߿оɢܼװȶԡ
ԶоƬ SOP װգĹ˾пƼƻĿͨգ
Ŀ 199.60 Ԫ
Ϊ CX8576 ʹõоƬ QFN װڵʱнǿԣ
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5 23 գʱ 2020 7 2 աCX8576 ҪӦó
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2022 10 19 գCX8576Q 2024 1 ͨ AEC-Q100 ֤
Ĺ˾ CJX04D ؾԲڲƷ CX8853CX8852CX8850CX8576 CX8871
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Ԫ1,656.54 Ԫ 586.91 ԪռĹ˾ıֱΪ 6.21%
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ܻ 118,734.61 58.20% 167,875.07 29.46% 129,674.87 -10.43% 144,767.82
Ӣо 70,170.24 13.42% 143,051.63 17.66% 121,577.50 40.19% 86,726.14
оƼ 147,014.66 17.60% 256,720.99 44.19% 178,040.23 36.87% 130,078.08
о 63,602.37 40.32% 96,459.57 23.61% 78,037.78 8.45% 71,959.14
28,258.26 -6.99% 68,829.10 18.98% 57,847.11 10.01% 52,581.63
Դ 73,148.78 -0.44% 150,361.77 15.38% 130,323.51 20.74% 107,939.98
ƽֵ 83,488.15 20.35% 147,216.36 24.88% 115,916.83 17.64% 99,008.80
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Ӫҵ 8,695.13 19,746.31 19,159.58 16,680.17
Ӫҵɱ 5,501.62 12,573.35 13,049.64 11,547.96
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Ŀ 2025 1-6 2024 2023 2022
Ӫҵ 8,695.13 19,746.31 19,159.58 16,680.17
Ӫҵɱ 5,501.62 12,573.35 13,049.64 11,547.96
ۺë 3,193.50 7,172.96 6,109.94 5,132.22
۷ 757.26 1,991.62 1,593.43 1,579.00
333.23 940.24 707.45 1,174.52
з 720.86 1,651.07 1,770.44 1,770.40
34.64 -29.26 -65.82 -94.73
ʲֵʧ 129.35 362.10 309.81 355.03
1,228.55 2,170.89 1,795.39 562.01
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һڣĹ˾ڼ÷ֱΪ 4,429.19 Ԫ4,005.51 Ԫ4,553.67 Ԫ
1,845.99 ԪռӪҵıֱΪ 26.55%20.91% 23.06% 21.23%
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˾ ͬȱ 2024 ȱ䶯 2023 2022
䶯
ܻ -30,113.58 11.13% -61,124.83 -14.59% -53,340.74 -490.92% 13,644.80
Ӣо 5,084.82 29.98% 12,203.26 317.47% 2,923.15 -81.06% 15,431.99
оƼ 12,110.16 -40.97% 30,675.12 17.37% 26,135.75 6.16% 24,620.04
о 8,963.09 110.36% 10,904.99 93.90% 5,623.90 -36.69% 8,883.45
-1,205.54 38.09% -3,644.28 -0.61% -3,622.29 -225.03% 2,897.06
Դ 1,979.93 232.29% -401.73 94.93% -7,917.21 61.54% -20,586.68
ƽֵ -530.19 63.48% -1,897.91 84.75% -5,032.91 -127.67% 7,481.78
о 1,228.55 15.75% 2,170.89 20.92% 1,795.39 219.46% 562.01
עͬҵɱȹ˾Դڿɱȹ˾ϡ
һڣĹ˾ͬҵɱȹ˾ľͬͬҵ
ȹ˾ˮƽ 2023 ½2024 2025 1-6
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˾ ͬȱ 2024 ȱ䶯 ȱ䶯
ܻ 33,432.22 60.30% 45,905.82 29.21% 35,527.91 -38.55% 57,811.38
Ӣо 23,009.76 11.06% 47,930.90 25.98% 38,046.87 8.21% 35,161.17
оƼ 54,347.80 5.29% 103,005.72 36.77% 75,314.45 34.52% 55,988.58
о 23,745.54 43.61% 35,452.52 19.75% 29,605.18 -0.02% 29,612.43
˾ ͬȱ 2024 ȱ䶯 ȱ䶯
8,358.50 9.98% 17,828.01 30.77% 13,632.94 -7.28% 14,704.12
Դ 28,959.12 11.26% 55,815.72 66.84% 33,455.29 76.34% 18,972.03
ƽֵ 28,642.16 23.58% 50,989.78 34.89% 37,597.11 12.20% 35,374.95
о 3,193.50 -0.29% 7,172.96 17.40% 6,109.94 19.05% 5,132.22
עͬҵɱȹ˾Դڿɱȹ˾ϡ
һڣĹ˾ëֱΪ 5,132.22 Ԫ6,109.94 Ԫ7,172.96
Ԫ 3,193.50 Ԫ2022 2024 ʵȲ2025 1-6 ͬȻƽ
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ܻ 58,972.97 32.16% 89,107.83 27.05% 70,134.02 56.13% 44,920.04
Ӣо 19,469.55 11.53% 37,488.96 2.06% 36,732.96 75.31% 20,953.66
оƼ 43,260.69 45.00% 68,216.90 41.68% 48,148.36 64.85% 29,206.97
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˾ ȱ䶯
10,484.88 -8.92% 24,639.01 16.53% 21,144.13 32.85% 15,916.18
Դ 27,917.58 -1.92% 59,704.49 28.44% 46,485.78 3.48% 44,923.93
ƽֵ 29,296.86 16.71% 51,087.05 19.98% 41,487.44 40.16% 30,028.78
о 1,845.99 -10.78% 4,553.67 13.69% 4,005.51 -9.57% 4,429.19
עͬҵɱȹ˾Դڿɱȹ˾ϡ
һڣĹ˾ڼ÷ֱΪ 4,429.19 Ԫ4,005.51 Ԫ 4,553.67
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ܻ 7,588.94 -35.07% 20,529.93 1.20% 20,287.05 865.12% 2,102.03
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оƼ 836.46 6.05% 4,190.46 249.77% 1,198.06 -49.98% 2,395.15
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267.08 -42.88% 1,053.37 -2.14% 1,076.37 77.69% 605.77
Դ 235.51 -135.21% -585.31 -238.33% 423.12 -89.13% 3,891.11
ƽֵ 1,989.72 2.76% 5,144.12 88.60% 4,196.58 178.59% 1,748.41
о 129.25 30.99% 362.10 16.88% 309.81 -12.74% 355.03
עͬҵɱȹ˾Դڿɱȹ˾ϡ
һڣĹ˾ʲֵʧֱΪ 355.03 Ԫ309.81 Ԫ362.10
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Լ 2025 1-6 7,588.94 ԪʲֵʧϴԾӰϴ
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280.63 1.62% 1,188.42 0.24
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һڸڣĹ˾ԷǼģʽΪۿͻһ
ֱΪ 245.23 Ԫ140.31 Ԫ85.38 Ԫ 18.75 ԪռӪҵ
ֱΪ 1.47%0.73%0.43% 0.22%ռȽϵ͡
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ж˽㡣ͻʵúƷĿȨȨӦתͻ
ʵҵУĹ˾ÿͻˣɶ˺ݿͻʵȷ롣
Ĺ˾뾳ͻҪ EXW ģʽFCA ģʽ EXW óģʽ£
˾ڿͻָȡȷ룻 FCA óģʽ£Ĺ˾ѻ
ָֿⲢڳǩպȷ롣
ǷͬԼҵǷϡҵĹ涨
Ĺ˾϶ͻȡ
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һڣĹ˾ҪҵݺͬԼڿͻǩղƷ
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Ĺ˾ȷϷͬԼҵһ£ڲƷĿȨ
ȨϵҪպͱתƸͻȷ룬ϡҵ 14 š
롷2017 ҵӦ˺ͬеԼڿͻȡ
ƷȨʱȷ롣ȡƷȨָܹƷʹòл
üȫľ桱͡ʮijһʱеԼҵӦڿ
ȡƷȨʱȷ롱ϡҵĹ涨
ġĹ˾뼾ڷֲǷҵǷͬҵɱȹ˾һ
һĹ˾ 2022 2025 6 ¸ڷ¶ȵ빹
Ĺ˾һ¶Ⱦ:
· ռ Ԫ ռ
һ 3,248.78 16.52% 1,441.48 16.58%
1,878.48 9.55% 858.40 9.87%
4,396.66 22.36% 1,934.29 22.25%
һ 9,523.92 48.43% 4,234.16 48.70%
3,385.16 17.21% 1,468.99 16.89%
3,116.17 15.84% 1,341.19 15.42%
3,642.03 18.52% 1,650.79 18.99%
ڶ 10,143.37 51.57% 4,460.96 51.30%
19,667.29 100.00% 8,695.13 100.00%
· ռ Ԫ ռ
һ 3,692.18 8.69% 1,835.85 9.30%
1,000.34 2.36% 486.91 2.47%
4,088.45 9.63% 1,790.27 9.07%
һ 8,780.96 20.68% 4,113.03 20.83%
3,459.71 8.15% 1,617.83 8.19%
3,635.50 8.56% 1,692.11 8.57%
3,393.54 7.99% 1,558.61 7.89%
ڶ 10,488.75 24.70% 4,868.55 24.66%
3,996.88 9.41% 1,690.51 8.56%
3,888.27 9.16% 1,849.90 9.37%
3,208.29 7.56% 1,683.59 8.53%
11,093.44 26.12% 5,224.00 26.46%
ʮ 3,793.49 8.93% 1,730.21 8.76%
ʮһ 3,485.86 8.21% 1,675.28 8.48%
ʮ 4,821.12 11.35% 2,135.23 10.81%
ļ 12,100.47 28.50% 5,540.72 28.06%
42,463.62 100.00% 19,746.31 100.00%
· ռ Ԫ ռ
һ 1,232.09 3.18% 653.08 3.41%
2,492.92 6.43% 1,307.44 6.82%
3,482.83 8.99% 1,743.15 9.10%
һ 7,207.84 18.60% 3,703.68 19.33%
3,566.14 9.20% 1,712.54 8.94%
2,997.53 7.74% 1,434.80 7.49%
2,839.82 7.33% 1,418.74 7.40%
ڶ 9,403.48 24.27% 4,566.09 23.83%
3,330.93 8.60% 1,666.44 8.70%
4,302.97 11.11% 2,062.27 10.76%
3,675.43 9.49% 1,783.76 9.31%
11,309.33 29.19% 5,512.47 28.77%
ʮ 3,137.73 8.10% 1,655.34 8.64%
ʮһ 3,618.19 9.34% 1,766.19 9.22%
ʮ 4,065.26 10.49% 1,955.81 10.21%
ļ 10,821.19 27.93% 5,377.34 28.07%
38,741.84 100.00% 19,159.58 100.00%
· ռ Ԫ ռ
һ 2,018.77 6.86% 1,357.15 8.14%
738.09 2.51% 512.84 3.07%
2,471.96 8.40% 1,494.85 8.96%
һ 5,228.82 17.76% 3,364.84 20.17%
2,349.66 7.98% 1,300.97 7.80%
2,261.50 7.68% 1,289.22 7.73%
2,673.20 9.08% 1,593.17 9.55%
ڶ 7,284.36 24.74% 4,183.35 25.08%
2,220.34 7.54% 1,202.09 7.21%
2,496.55 8.48% 1,333.30 7.99%
2,876.06 9.77% 1,622.24 9.73%
7,592.95 25.79% 4,157.63 24.93%
ʮ 3,181.31 10.81% 1,599.14 9.59%
ʮһ 3,316.11 11.26% 1,819.38 10.91%
ʮ 2,838.54 9.64% 1,555.83 9.33%
ļ 9,335.96 31.71% 4,974.35 29.82%
29,442.09 100.00% 16,680.17 100.00%
ϱʾĹ˾ 2022 2025 6 ¸ڷ¶ȵ빹ɽΪƽ
Եļδ쳣вȵһ»ռȽϵ
Ҫϵڼ¡
Ĺ˾ͬҵɱй˾һڸڷּ빹
Ĺ˾ͬҵɱй˾һڸڷּ빹£
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ܻ 44.48% 55.52%
Ӣо 43.64% 56.36%
оƼ 46.61% 53.39%
о 47.39% 52.61%
43.54% 56.46%
Դ 44.65% 55.35%
ƽֵ 45.05% 54.95%
о 48.70% 51.30%
עͬҵɱȹ˾Դڿɱȹ˾ϡ
ڼ һ ڶ ļ
ܻ 19.61% 25.09% 26.27% 29.02%
Ӣо 18.26% 24.99% 28.33% 28.43%
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о 21.08% 25.91% 26.33% 26.68%
19.70% 24.44% 25.09% 30.77%
Դ 21.19% 27.67% 23.50% 27.64%
ƽֵ 20.55% 25.56% 25.80% 28.09%
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עͬҵɱȹ˾Դڿɱȹ˾ϡ
ڼ һ ڶ ļ
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оƼ 16.05% 21.05% 30.63% 32.27%
о 23.97% 25.27% 25.08% 25.68%
22.88% 29.27% 20.92% 26.94%
Դ 20.34% 26.87% 23.07% 29.71%
ƽֵ 20.77% 25.59% 25.67% 27.97%
о 19.33% 23.83% 28.77% 28.07%
עͬҵɱȹ˾Դڿɱȹ˾ϡ
ڼ һ ڶ ļ
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Ӣо 24.35% 22.97% 23.14% 29.54%
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о 25.73% 26.44% 21.14% 26.69%
31.94% 27.73% 16.58% 23.75%
Դ 27.96% 26.84% 19.93% 25.28%
ƽֵ 27.60% 26.07% 20.82% 25.51%
о 20.17% 25.08% 24.93% 29.82%
עͬҵɱȹ˾Դڿɱȹ˾ϡ
ϱʾһڣĹ˾ͬҵɱȹ˾ֲΪƽ
һռȽϵ͡ļռȽϸҪΪοͻܴ
Ӱ죬ĩǰһȺ͵ļϼԼռȫһ룬ֲ
ΪĹ˾ּͬҵɱȹ˾һ£ҵ
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Ŀ
ռ ë
8,288.66 95.33% 36.08%
406.46 4.67% 49.89%
ϼ 8,695.13 100.00% 36.73%
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18,920.12 95.84% 36.35%
822.12 4.16% 35.39%
ϼ 19,742.24 100.00% 36.31%
Ŀ
ռ ë
18,548.49 96.96% 31.54%
582.35 3.04% 39.58%
ϼ 19,130.83 100.00% 31.79%
Ŀ
ռ ë
16,579.64 99.40% 30.74%
100.53 0.60% 34.66%
ϼ 16,680.17 100.00% 30.77%
һڣĹ˾ͻҪΪڿͻռȷֱΪ 99.40%
ۺ;ëʲֱΪ-3.92%-8.03%0.96%-13.81%Ĺ˾
ƷһԸƷ 2022 ꡢ2023 2025 1-6 ëʸ
ëʣ2024 ꣬ͻƷṹ仯ָëʵIJƷ
ëʲƷӣۺϵë½ëʡ
һڣĹ˾ֵ£
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۶ ռ ۶ ռ ۶ ռ ۶ ռ
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й
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3.45 0.85% 15.17 1.85% 0.41 0.07% 0.01 0.01%
ϼ 406.46 100.00% 822.12 100.00% 582.35 100.00% 100.53 100.00%
עī硢й̨塢ȡ
ξû仯óĦóΪ
ĹóĦȫҵһӰ졣Ĺ˾ռȽϵͣ
ͻҪΪѵҵ ODM ̣ҪֲڶǵóĦ
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ȷ룻ҪҵݺͬԼڿͻָ
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ʣ2024 ꣬ͻƷṹ仯ָëʵIJƷ½ë
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ʱ䡢ջַϵ˵ȾϢ֪Ĺ˾EXW ģʽ£Ĺ˾
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չĹ˾ģʽԤƲᷢش䶯չʵй˾
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Ĺ˾¿ͻгطԣй˾ڼͿͻάƷ
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ϼ 75,214.09 7,717.42 100.00% / /
ؾԲ 26,871.68 3,670.26 59.57% 0.14 /
ϼ 44,787.66 6,161.70 100.00% / /
һڣĹ˾ؾԲɹ۴ 2022 ȵ 0.14 Ԫ/½ 2025
1-6 µ 0.08 Ԫ/ţΪ 42.21%MOS Բɹ۴ 2022 ȵ 0.14 Ԫ/
½ 2025 1-6 µ 0.09 Ԫ/ţΪ 35.04%ԭؾԲ MOS Բ
ɹ۾нϸ߽ʹñĹ˾ƷλϷнϴ½
Ĺ˾IJϲɹɱ½Ҫϵڰ뵼ҵӰ£2023
꾧Բܽȱ״⣬гӾ磬ʹð뵼ҵԭϲɹ
ͨһڣΪɱЧ棬Ĺ˾˴ߴ
ԲIJɹߴ羧ԲͬƳ£ܹиоƬӶ
Ч̯оƬ̯ľԲ̶ɱΪӦЧʡɹɱ
Ĺ˾˺ľԲӦ̵IJɹжȣ־Բ۽ϸߵĹӦ滻Ϊ
ͬȼƷҪ¡۸ƵľԲӦ̣˹ؼԭϵĵλɹ
ɱһڣĹ˾ǰԲӦ̺ϼƲɹռܾԲɹı
64.04% 69.90%弯жȽϸߡͬһӦ̸IJɹܹ
ڱĹ˾ǿȡŻݵĺͬͼ۸ӪЧʣƶɱ
2ռ
Ĺ˾ԴоƬ MOSFET ƷӦԷΪѵӡ
ӵҵһڸڣĹ˾ӦĵԴоƬ
MOSFET ռ±ʾ
Ŀ
ռ ռ ռ ռ
ѵ 80.23% 76.75% 81.38% 82.66%
9.99% 13.11% 8.40% 6.83%
9.78% 10.14% 10.21% 10.51%
ϼ 100.00% 100.00% 100.00% 100.00%
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AEC-Q100 ֤漰¶ȡŸŵȲԣоƬƷ
ԲָҪߣ֤ڸ¹ӦȶԽϸߣë
ӵϸߡй˾人оɵ·ɷ˾䡰人
оɵ·ɷ˾״ιйƱڿƴļѯ
Ļظ¶ڣ˾ԲҵëʾھڣҪϵӦ
ͬڿͻɹҪӦѵԳΪë
ѵϸߡй˾пͨɷ˾䡰״ι
ƱڴҵļĵһѯĻظ¶
漶оƬзԸӦڸоƬձ
й˾ϺоӼɷ˾䡰ϺоӼɷ
˾ƴ״ιйƱй˵顱¶䳵漶 MCU Ʒ 2020
2022 ëʷֱΪ 56.90%60.12% 54.10%Ҫ乤ҵ MCU
AIoT MCU ƷëʡϣĹ˾Ʒëʽϸ߷ҵ
ҵԡһڣĹ˾ռȴ 2022
ȵ 6.83% 2025 1-6 µ 9.99%ëʵ
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˾սԾ۽ڵԴоƬγ䣬δоƬΪƷƹ㣬
Ϊþģʽ۸Ʒ˵оƬëʽϵ͡һڣ
Ĺ˾оƬëʳֲƣëʽϵͣҪϵĹ˾Ϊռ
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ͬҵй˾ͬƷëʵIJ켰ԭ
һڣĹ˾ҪԴڵԴоƬռһڸӪ
ҵıֱΪ 85.59%87.60%87.48% 90.27%Ĺ˾ԴоƬë
ͬҵɱȹ˾ĶԱ£
˾ 2025 1-6 2024 2023 2022
ܻ δ¶ 27.81% 27.49% 38.65%
Ӣо δ¶ 33.57% 31.31% 40.50%
оƼ δ¶ 40.11% 42.30% 43.04%
о δ¶ 37.00% 38.18% 41.58%
δ¶ 34.51% 34.27% 39.89%
Դ δ¶ 42.17% 37.40% 32.70%
ƽֵ δ¶ 35.86% 35.16% 39.39%
о 36.94% 36.98% 32.57% 30.93%
עΪĹ˾ԴоƬëʽбȽϣϱܻزõԴоƬëʣӢо
üɵ·ëʣоƼüɵ·ҵëʣоüɵ·ëʣ
AC-DC DC-DC ëʣԴ AC-DCDC-DC ԴоƬëʡ
ϵĹ˾ܰ뵼ҵԲܽȱӰ죬ɹԭϳɱϸߣëʽ
ͣͬҵɱȹ˾뼰ɹģϴڲɹӦонϸߵ
ԭϳɱӰС2023 ԺԲܽȱ״⣬ϵ
ָĹ˾ԴоƬëͬҵɱȹ˾ͬƷëʿʼͬ
졣һڣĹ˾ĵԴоƬëʳƣͬ
ҵɱȹ˾ͬƷͬ2023 ͬҵɱȹ˾ԴоƬë
½ҪϵȫٷŻͰ뵼ҵڱ仯Ӱ죬
гȼ½¡2023 ԺԲܽȱ״⣬ϵ
ƣ 2024 ꣬ͬҵɱȹ˾ƽëʽȻƽͬʱĹ
˾ԴоƬëͬҵɱȹ˾ͬƷëʿʼͬһڱ
Ĺ˾ԴоƬëͬҵɱȹ˾䶯ƲͬҪϵۺӰ
£1Ĺ˾۶ֱͻճԶԶγһ֧ţ2Ĺ˾
Ӧ뵼г۸еƣһڣĹ˾Դ
оƬëʵı䶯ͬҵɱȹ˾ͬҵԡ
һڣĹ˾ MOSFET ռһڸӪҵıֱ
Ϊ 4.93%4.68%4.81% 4.07%Ĺ˾ MOSFET ëͬҵɱȹ˾Ķ
£
˾ 2025 1-6 2024 2023 2022
оƼ δ¶ 40.92% 38.93% 38.98%
ܿƼ δ¶ 32.21% 30.36% 36.52%
ݽ δ¶ 41.46% 38.94% 41.47%
GƼ δ¶ 37.95% 27.30% 19.79%
ƽֵ δ¶ 38.14% 33.88% 34.19%
о 43.32% 42.06% 33.87% 33.92%
עΪĹ˾ MOSFET ëʽбȽϣϱоƼ MOSFET ëʣܿƼ
뵼ëʣݽùʰ뵼ëʣGƼù MOSFET ëʡ
ܰ뵼ҵڲӰ졣УĹ˾ MOSFET ëԸͬҵ
ɱȹ˾һΪĹ˾ֱģʽۼ۸γһ֧ţһΪ
Ĺ˾ԭ MOS ԲΪоƼܿƼݽӪҵΪ
ơۣ MOS Բίӹҵ
ʱĹ˾ɱ½˾GƼĹ˾Ϊƣṩ
MOSFET ķ MOSFET ë 2022 2024 Ͽ죬Ĺ˾
MOSFET ëʱ䶯һ¡
һڸڣĹ˾оƬռӪҵıֱΪ 8.59%
˾ 2025 1-6 2024 2023 2022
Դ δ¶ 45.17% 37.75% 26.67%
δ¶ 14.69% 11.41% 18.10%
GƼ δ¶ 53.91% 53.96% 58.47%
ƽֵ δ¶ 37.92% 34.37% 34.41%
о 26.50% 24.13% 17.96% 27.72%
עΪĹ˾оƬëʽбȽϣϱԴõоƬëʣ
IC ëʣGƼõоƬ MCUоƬ ASIC ͵оƬ HVIC
ëʡ
һڣĹ˾оƬëʵͬҵɱȹ˾Ҫڱ
˾սԾ۽ڵԴоƬγ䣬δоƬΪƷ
㣬Ϊþģʽ۸Ʒ
һڣĹ˾ҪƷëͬҵɱȹ˾ͬƷëʲ
ԭ£
1ֱΪģʽǿͻճ
һڣĹ˾áֱΪΪģʽֱռ
ֱΪ 90.84%89.10% 90.41%ͬҵɱȹ˾Ϊģʽڲ죬
ҪΪڶ¼ɵ·۵ľ飬Ĺ˾ֱս϶ͻԴ
˾ֱΪģʽԳֱҵƣ̡Żʱ
տͻűĹ˾ҵţƷܲŻĹ˾IJƷõ
ӡܵӡ˶ƼֱͻϿɡ
һڸڣĹ˾ֱģʽëʷֱΪ 32.31%33.73%37.72%
ھģʽëʡֱģʽ£Ĺ˾ֱӶԽն˿ͻܹտ
ṩõĿͻֽܺȷ˲ƷͻӦóϣ
˲컯ֵǿ˿ͻճԣӶøߵëʡ֮£ģʽͨ
ṩƷ㼶̶ҪԼҵļ۸ѹ˲
Ʒռ䡣
һڸڣͬҵɱȹ˾ͬģʽëʼռĹ˾
Ա£
λ%
˾ ģ
ʽ ռ ռ ռ ռ
ë ë ë ë
δ¶ δ¶ 28.32 88.83 27.27 91.10 39.81 93.91
ܻ ֱ δ¶ δ¶ 19.22 11.17 28.50 8.90 41.74 6.09
ϼ δ¶ δ¶ 27.31 100.00 27.40 100.00 39.93 100.00
δ¶ δ¶ 34.78 85.57 32.01 90.68 40.64 95.17
Ӣо ֱ δ¶ δ¶ 26.45 14.43 24.52 9.32 37.79 4.83
ϼ δ¶ δ¶ 33.57 100.00 31.29 100.00 40.54 100.00
δ¶ δ¶ 39.15 76.39 42.10 83.99 42.95 88.75
о
ֱ δ¶ δ¶ 43.22 23.61 43.32 16.01 43.76 11.25
ϼ δ¶ δ¶ 40.11 100.00 42.30 100.00 43.04 100.00
δ¶ δ¶ 37.52 92.82 37.97 92.99 42.19 89.16
о ֱ δ¶ δ¶ 30.28 7.18 40.90 7.01 36.54 10.84
ϼ δ¶ δ¶ 37.00 100.00 37.94 100.00 41.15 100.00
δ¶ δ¶ 26.59 82.57 24.13 76.82 23.85 68.16
ֱ δ¶ δ¶ 21.02 17.43 20.37 23.18 36.77 31.84
ϼ δ¶ δ¶ 25.62 100.00 23.57 100.00 27.96 100.00
˾ ģ
ʽ ռ ռ ռ ռ
ë ë ë ë
δ¶ δ¶ 35.11 77.28 23.77 78.08 14.77 72.60
ֱ δ¶ δ¶ 43.97 22.72 32.43 21.92 25.03 27.40
Դ
ϼ δ¶ δ¶ 37.13 100.00 25.67 100.00 17.58 100.00
δ¶ δ¶ 33.58 83.91 31.21 85.61 34.04 84.62
ƽֵ ֱ δ¶ δ¶ 30.69 16.09 31.67 14.39 36.94 15.38
ϼ δ¶ δ¶ 33.46 100.00 31.36 100.00 35.03 100.00
21.63 12.98 23.04 9.59 15.87 10.90 15.49 9.16
о ֱ 38.98 87.02 37.72 90.41 33.73 89.10 32.31 90.84
ϼ 36.73 100.00 36.31 100.00 31.79 100.00 30.77 100.00
עͬҵɱȹ˾Դڿɱȹ˾ϡ
پģʽëʵĶԱ
Ĺ˾ģʽëʵͬҵɱȹ˾ģʽëʣҪܷչ
Ӱ죬Ĺ˾ͻԴ ODM ΪŲƷԼҵڱĽ
Ĺ˾ͬչþ̿ٽƷն˿ͻӦ
һг沢ƷӰŻĹ˾Ŀͻṹ2024
Ĺ˾ģʽëҪΪ 2022 ȡ2023 ȱĹ˾Ϊռ
㽭г辭̽϶ۿۣ2024 ռ½˾
ģʽë
ֱģʽëʵĶԱ
ͬҵɱй˾áΪֱΪģʽĹ˾ģ
ʽڲ죬УоƼԴֱģʽëʸھģʽëʣ
˾һ£Ҫھģʽ£оƬΪԤëռ䣬Ը
еĿгƹ㡢۷ʽתɱ˾ģʽµëͨ
ֱģʽµëʵ͡
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ģʽëʵҪϵԭֱͻҪΪѵӡӵն
ͷҵɹģϴǿΪռصͻ۷ݶ
ۣѹռ䣻۸ֱͻIJƷṹ뾭ͻͬ
ֱͻɹĵëʵIJƷռȽϸߡ
һڣĹ˾ֱģʽëͬҵɱȹ˾ֱģʽ
ëƴһ죬оԴֱģʽëȽϴ
ܻءֱģʽëʳ½ƣӢоֱģʽëʳȽ
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ձָλҪϵͬҵɱȹ˾ֱҵռȽСëʱָܿͻṹ
仯Ʒṹ仯ضͻɹ۸żӰ죬Ե
ͬҵɱȹ˾нܻءԴƷĹ˾ڹʶθƣ
бԴģʽëƣܻë½Ҫ۵
½϶Լϸ߳ɱĴתɱӰ졣
Ĺ˾ֱΪģʽڴ¼ɵ·ʹ
˽϶ͻԴйأĹ˾ڿͻṹ۲ԡƷ۵ȷͬҵ
ɱȹ˾ڲ죬·ģʽëʼ䶯ͬҵɱȹ˾һ죬
ҵԡ
ֱͻճԶԶγһ֧
ëϿ DC-DC оƬһڱĹ˾ͬҵɱȹ˾
۵ۺ͵λɱ䶯£
˾ ۵ λ ۵ λ ۵ λ
ë ë ë
۱䶯 䶯 ۱䶯 䶯 ۱䶯 䶯
䶯ֵ 䶯ֵ 䶯ֵ
ܻ δ¶ δ¶ δ¶ -22.03% -17.34% -4.29% -12.56% 1.20% -9.70%
δ¶ δ¶ δ¶ -17.98% -17.62% -0.36% -26.65% -8.39% -16.34%
о -7.83% -17.56% 5.87% -4.63% -17.03% 8.31% -8.51% -9.18% 0.47%
ע 1ͬҵɱȹ˾Уܻء;Դ¶ DC-DC оƬݣھ
Դ DC-DC оƬϵͣλɱϸߣɱԽϵͣ˴δʾͬ
ע 2Ĺ˾ DC-DC Ʒ漰ƷټӹIJ֡
ϱɼĹ˾һ DC-DC оƬëϿ죬۵
½Сͬҵɱȹ˾λɱ½ȴͬҵɱȹ˾йء
½Сͬҵɱȹ˾ҪΪֱģʽ£Ĺ˾Զοͻ
ṩӸЧֱӵķͻճԸߣжԲƷγһ֧ţ
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Ĺ˾ֱΪģʽֱεͻģʽIJ쵼
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ϵ͡һڸڣĹ˾ͬҵɱȹ˾ǰͻռ£
˾
ͻռ ͻռ ͻռ ͻռ
ܻ δ¶ 40.70% 46.46% 53.27%
Ӣо δ¶ 32.17% 34.69% 36.43%
оƼ δ¶ 72.44% 74.35% 77.52%
о δ¶ 43.16% 40.90% 35.35%
δ¶ 21.44% 29.97% 36.10%
Դ δ¶ 30.23% 30.54% 30.37%
ƽֵ δ¶ 40.02% 42.82% 44.84%
о 20.18% 19.64% 16.76% 15.29%
עɱȹ˾ԴڹϣоƼ 2022 ǰͻռΪ 2022 1-6 ݡ
һڣűĹ˾ƷܲƷӰĹ˾
Ҫͻ۽ߣͻж˾ǰͻռȴ
жԽϵ͡ڱĹ˾ɢҶԪĿͻṹΪڲƷ۷ṩ
ǿԡ
Ĺ˾ɹܹӦ뵼г۸еƣλɱ½
۵½ȣӶëʣԭ£
1DC-DC оƬϷռȽϸ
һڣĹ˾ͬҵɱȹ˾ DC-DC оƬIJϵۺͼӹۼ
ռȾ£
λԪ/
˾
ϵ λϷռ ӹ λӹռ
ܻ δ¶ δ¶ δ¶ δ¶
δ¶ δ¶ δ¶ δ¶
о 0.14 59.23% 0.10 40.77%
˾
ϵ λϷռ ӹ λӹռ
ܻ 0.16 66.62% 0.08 33.38%
0.09 64.91% 0.05 35.09%
о 0.17 60.92% 0.11 39.08%
˾
ϵ λϷռ ӹ λӹռ
ܻ 0.20 67.58% 0.09 32.42%
0.09 55.53% 0.07 44.47%
о 0.23 68.62% 0.11 31.38%
˾
ϵ λϷռ ӹ λӹռ
ܻ 0.17 60.37% 0.11 39.63%
0.10 54.93% 0.08 45.07%
о 0.26 68.01% 0.12 31.99%
עĹ˾λϷѼӹ DC-DC Ʒ漰ƷټӹIJ֡
ϱʾ 2024 ϳɱ½϶ർµλϷռ½϶⣬
Ĺ˾ DC-DC оƬIJϵۼռȸڽܻءҪϵĹ˾
DC-DC оƬIJƷܹɶȡӦóͬҵɱȹ˾һ죬о
Ƭijɱṹڲ졣Ĺ˾ DC-DC оƬƷҪ 1 ؾԲ 1
оƬؾԲʽ˱Ĺ˾оƬIJϳɱռȽϸߣͬ
ʱ±Ĺ˾ɹ MOS Բıϸߡ
ݽܻй˵¶ġ˾ҪɹΪԭװԵί
ӹԭҪϵԲɹԲɹ MOS Ȳϡ˾
ɹ MOS һ뾧Բ⳧Ϸӹۡй˵
¶ 2019 2021 ɹԭϾԲ MOS IJɹռȣ MOS
ԲռȫԲɹĽֱΪ 23.55%29.13% 38.47%Ĺ˾
һڲɹ MOS ԲռȫԲɹĽֱ 40.43%50.86%59.74%
2λϳɱ½Ƚͬҵɱȹ˾
һڣĹ˾ͬҵɱȹ˾ DC-DC оƬIJϵۺͼӹ۱
£
˾ ϵ ӹ λ ϵ ӹ λ ϵ ӹ λ
۱䶯 ۱䶯 䶯 ۱䶯 ۱䶯 䶯 ۱䶯 ۱䶯 䶯
ܻ
δ¶ δ¶ δ¶ -18.52% -14.89% -17.34% 13.30% -17.23% 1.20%
δ¶ δ¶ δ¶ -3.71% -35.00% -17.62% -7.37% -9.62% -8.39%
о
-19.84% -13.99% -17.56% -26.34% 3.32% -17.03% -8.37% -10.90% -9.18%
עĹ˾λϷѼӹ DC-DC Ʒ漰ƷټӹIJ֡
ϱʾĹ˾λɱ½Ͽ죬Ҫϵ½Ƚϴйأ
ԭ£
MOS Բɹ½϶
һڣĹ˾Ҫԭϲɹ£
ɹ ɹ ռԲɹ ɹ ɹ
ڼ ɹ
Ԫ ı Ԫ/ţ
ؾԲ 16,294.78 1,286.15 46.53% 0.08 -11.79%
ϼ 32,655.52 2,763.99 100.00% / /
ɹ ɹ ռԲɹ ɹ ɹ
ڼ ɹ
Ԫ ı Ԫ/ţ
ؾԲ 24,986.67 2,235.78 40.26% 0.09 -19.74%
ϼ 68,950.65 5,552.72 100.00% / /
ؾԲ 34,016.64 3,792.33 49.14% 0.11 -18.38%
ϼ 75,214.09 7,717.42 100.00% / /
ؾԲ 26,871.68 3,670.26 59.57% 0.14 /
ϼ 44,787.66 6,161.70 100.00% / /
MOS Բɹ۴ 2022 ȵ 0.14 Ԫ/½ 2025 1-6 µ 0.09 Ԫ/ţ
Ϊ 35.04%½ȽϸߡݹϢѯģоƬҵй˾˼
չıĹ˾о 2022 Ȳɹ MOS ԲIJɹ۸Ϊ 1,331.89 Ԫ/Ƭ½
˾¶ MOS ܵ۴ 2022 ȵ 1.14 Ԫ/½ 2023 ȵ 0.70 Ԫ/
Ϊ 38.60%й˾ɷ˾¶Ԫ
ܡMOS ܣ۴ 2022 ȵ 0.35 Ԫ/½ 2023 ȵ 0.23 Ԫ/½
Ϊ 33.88%ϣͬҵ˾ MOS ԲزƷIJɹ۸½
ƣĹ˾ MOS Բɹ۸ı䶯һ¡MOS ԲIJɹۻ
ѹսڵ㡢̵ֲͬIJƷȶԡǷͨм̻
ó̴ɡɹȷIJ˲ͬ˾ɹ MOS Բ
زƷľ彵ͬԴоΪоIJƷ﮵籣оƬΪѹ
ȼҪ 5V ڣҪʹõǵѹյ MOS ԲĹ˾IJ
ƷҪΪиѹĵԴоƬѹȼҪ 40V ϣҪʹõи
ѹյ MOS Բɹ MOS Բʹڽϴ죬˽һ졣
Ĺ˾ MOS ԲIJɹ۸½併ؾԲҪ
ϵԭA. ڵ MOS ԲŽϿ죬ܵļͷʹ MOS Բ
س֮侺Ӿ磻B. MOS ԲóƳ̣س̼ͻ
ĸߴ羧ԲԼʵȾʹõλɱ½C. MOS ԲĹ
ʽϸߣ MOSFET 绪ʿгݶߴ
۸Ӿ˼۸D. Ĺ˾ MOS ԲΪؾԲҪ
ƲίӹҵʱMOS Բɱ½ؾԲ
Ĺ˾ DC-DC оƬƷҪ 1 ؾԲ 1 2 MOS Բ
˫оƬװоƬװļܹͬҵɱȹ˾ĵԴоƬؾ
Բʽ˱Ĺ˾Ʒ MOS ԲɱռȽϸߡĹ˾һ
ɹ MOS ԲռȫԲɹĽֱ 40.43%50.86%59.74% 53.47%
Ĺ˾ڲƷ MOS ԲɱռȽϸߣͬҵɱȹ˾ȣϳ
ߡ
ڽܰԼʹþԲɱ
ڽġԲġʱڣڶ뵼幫˾ΪȷȶľԲӦ뾧Բ
ǩԼIJܱЭ飨ͨͲɹŵ/Ԥ
Ĺ˾ 2022 뾧Բǩ 124 Ԫ֤IJܱ֤ԼԱĹ
˾IJɹӰС 2024 һȽԼڲܽ
һ棬Ĺ˾ܱ֤ܲЭԼС 2023 ֮Ըг
Ķ̬仯·ߵݽԼͬԲʵʲ״ͱۣѸٵص
ɹԺӦ̽ṹʹĹ˾ܹݵӦгŻԴã
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зĿ2ǰļʽŵͶĿ⣬ļʽ 40,847.91 Ԫ
δʹã 2024 10 31 й˾лʽ 93,039.85 ԪԽ
ʲ 3,111.19 Ԫ3ڼĹ˾ҵŵڸʵֵľʱļ
ͶĿʹļʽʽ桢зüҵ˰Ӱ
ھ
빫˾¶1ǰļʽʹй˾ֽ״ȣ
ʹļʽֽ֧Լ۵ıҪԺͺԣ2ϿɱȰҵ
¶ҵŵзúҵ˰ļھͷǷ迼
ɹӰ졣
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һǰļʽʹй˾ֽ״ȣʹļ
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һǰļʽʹýȼʹüƻ
й֤ȯලίԱᡶͬ㶫ϣݶӹɷ˾״ι
Ʊע֤ɡ20213934 ţͬעᣬϺ֤ȯͬ⣬
й˾ṫڹͨ 4,001 ɣÿֵ 1.00 Ԫÿ
мΪ 33.57 ԪļʽܶΪ 134,313.57 Ԫ۳зú
ļʽΪ 122,140.85 Ԫ
2025 6 30 գй˾ǰļʽۼʹ±ʾ
λԪ
Ͷ Ŀ ۼͶ ۼʹ ʣͶ
Ŀ ŵͶʶ
ʶע 1 ʱ
ŵͶĿ
ѵӺͨ
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Ŀ ŵͶʶ
ʶע 1 ʱ
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ܲؼǰؼ
Ŀע 2
ŵͶĿС 58,169.01 58,169.01 - 43,344.76 74.52% 14,824.25
ļʽͶ
ļʽС 63,971.84 - 41,123.93 64.28% 22,847.91
ϼ 122,140.85 122,140.85 - 84,468.69 69.16% 37,672.16
ע 1й˾ 2024 9 24 ٿڶ춭»ʮλ顢ڶ»ʮλ飬
ͨˡڲļͶĿͶʹģڵ鰸й˾ļʽͶĿ
ʵʽͬй˾ԲļͶĿͶʹģڣй˾֤ȯ
˾йʽڹɷ˾ͬĺ˲й˾ļͶĿʵʩľ
й˾ܲؼǰؼзĿез 3,902.13 Ԫѵ
Ӻͨ豸ԴоƬзҵĿ
ע 2й˾ܲؽĿڵؿڳйͨȫ漰滮
ǰñر϶༰̽ϳй˾ֱ 2024 1 ·ȡáʩ֤
ʽ裬 2025 6 ĩй˾ڽܲؽĿṹ̽衣
ϱɼ 2025 6 30 գй˾ǰγŵͶĿУ
Ӻͨ豸ԴоƬзҵĿһҵԴоƬ
Ŀļʽۼʹñ 80%ϣԤƷֱ 2025 10 º 2026 4
Ŀ衣ܲؼǰؼзĿļʽۼʹñϵͣҪΪ
ڵؿڳйͨȫ漰滮ǰñر϶༰
̽ϳй˾ֱ 2024 1 ·ȡáʩ֤ʽ
裬ĿԤ 2026 6 ɽ衣ǰγŵͶĿй˾Ѿȷ
;δռƻڶӦĿĺ衣
1ļʽʹù滮
δʹõļʽй˾Ҳȷʽʹüƻ
ն˵豸ĸܵԴоƬзͲҵĿȦоƬзҵ
ĿͶԼδ 3 ʵչعжĴʽ
й˾ն˵豸ĸܵԴоƬзͲҵĿȦ
оƬзҵĿѾĿδʽͶ
滮Ԥ 2025 2027 ֱͶ 7,967.00 Ԫ14,602 Ԫ 16,792 Ԫ
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λԪ
̶ʲ
Ŀ з˹ з Է ϼ
ɹ
ն˵豸
ĸܵԴоƬ 3,263 662 264 162 379 4,730
зͲҵĿ
ҵĿ
ϼ 4,495 1,963 377 162 970 7,967
ն˵豸
ĸܵԴоƬ 7,505 1,522 606 372 872 10,878
зͲҵĿ
ҵĿ
ϼ 8,922 3,019 737 372 1,552 14,602
ն˵豸
ĸܵԴоƬ 8,631 1,751 697 428 1,003 12,510
зͲҵĿ
ҵĿ
ϼ 10,261 3,472 847 428 1,785 16,792
ϼ 23,678 8,453 1,961 962 4,307 39,361
ע 1ϱʾʽʹüƻΪй˾ĿʱijƻĿͶй
˾ļʽعйɶͨķΪ
ע 22025 3 14 գй˾ٿʱɶͨˡʹòֳļʽò
ʽ鰸ͬй˾ʹòֳļʽ 19,000 Ԫòʽй˾
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㷽2024 ꣬й˾ԴоƬƷߺȦоƬƷʵֵӪ
ҵϼԼΪ 3.62 Ԫռй˾ӪҵıΪ 66.40%2024 °
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ͻƣҲʵָ豸ᱡƷıЯԺԣ
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Ŀռ䣬й˾зȦоƬ߶ȼɵ SOCܹӹ
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⣬5G˹ܵ˼ĿٷչڸԴоƬȦ
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ҪߵĹʺ͵Ĺָ֧ݴʹͳĵԴоƬ
ЧȶԵϸҪ AI 豸ӰҪߡ
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ҪӴзͶ룬ͨ뵼ҵƣϽмз£ǿ
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ĻϽһзõΪй˾ijڷչû
й˾ֽ״
2025 6 30 գй˾ĻʽΪ 60,999.31 ԪԽ
ʲΪ 18,993.34 ԪʽͽԽʲϼ 79,992.65 Ԫ
й˾Ŀǰ߱һʽʵδҵչӪպͳ
ľȷĿǣй˾һʽ꣬й˾
ӪֱֽΪ-5,092.57 Ԫ-24,501.20 Ԫ-21,848.45 Ԫ
ҪΪΪԼΪĴҵй˾߶зͼ
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ֽ֧һΪԼֽܶ 35%й˾ӦڱЭЧ 10
Է֧ڶΪʣֽԼۣй˾Ӧڱʲ
ڻνļʽʱ桷ߺʮڣΪ
֧νֽԼܶΪ 13,950.00 Ԫһֽ֧Լ۽Ϊ
ڵһֽԼ 4,882.50 Ԫй˾лԳʽԷ֧
ڵڶֽԼ 9,067.50 Ԫй˾ʹñνļʽ֧
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2025 6 30 գۺϿй˾лʽǰļʽδ
ʹðšֽδֽ֧ν
һֽԼ۵й˾δ꣨2025 -2027 ꣬ͬʽ
ȱΪ 1,594.39 Ԫй˾δʽΪţʹģкҪ
ԣ£
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20256ĩʽ 1 60,999.31
Խʲ 2 18,993.34
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֧ʽ 4=1+2-3 42,320.49
Ŀ
δ꾭Ӫֽ뾻ע1 5 -
ֽ 6 33,117.93
δֽ 7 5,914.45
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δڼʽϼ 9=6+7+8 43,914.88
ʽȱ 10=9-4-5 1,594.39
ע꣬й˾ӪֱֽΪ-5,092.57 Ԫ-24,501.20 Ԫ
-21,848.45 ԪΪֵڽԿǣβʽȱڲδ꾭Ӫֽ
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ֽתڣ죩 8=5+6-7 168.08
ʽתֽתʣ 9=360/8 2.14
ֽ 10=4/9 33,117.93
ע 1ڼðá۷áзԼã
ע 2Ǹֳɱܶ˵ڹ̶ʲ۾ɡʹȨʲ۾ɡʲ̯Լڴ̯
̯
ע 3ת=360ƽֵ/Ӫҵɱ
ע 4ӪӦĿת=360ƽӦ˿ֵ+ƽӦƱֵ+ƽͬ
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ע 5ӪӦĿת=360ƽӦ˿ֵ+ƽӦƱֵ+ƽͬ
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ϱ֪Ϊй˾ճӪʽתҪй˾ԤľӪ֧
ʽΪ 33,117.93 Ԫ
2δֽ
ֽй˾Ӫģأֽ
ǰӪҵһ£ݺԭй˾ 2025-2027 ڼ
ӪҵΪ 5.63%ȡ 2021 2024 й˾Ӫҵ긴ʣ
й˾ 2027 ĩֽﵽ 39,032.38 Ԫδй˾
ֽΪ 5,914.45 Ԫ£
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šֽδֽ֧νĵһ
ֽԼ۵й˾δȻʽȱ 1,594.39 Ԫ˱
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뵼ҵҪߡʽͶͨҪͶʽ¼²Ʒ
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ͨ 2025 9 ĩй˾ܶȺϼ 4.2 Ԫ
2 Ԫַ 1.7 Ԫ 5,000 ԪŶȽʹ
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˾йɷݼֽ֧ʲļʽ巽鰸ڹɶȨ
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ϼ 9,948.25 100.00%
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ҵЭ֮Э顷νڼҵŵʱھ
зúҵ˰Σ迼зɹӰ졣
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Σ迼зɹӰ졣
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ҳģΪϣݶӼŹɷ˾Ϻ֤ȯϣݶ
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ҳģΪϣݶӼŹɷ˾Ϻ֤ȯϣݶ
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