锟斤拷锟斤拷锟斤拷锟斤拷锟捷达拷山锟斤拷证券锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟诫创锟斤拷史锟铰高ｏ拷MLCC业锟斤拷锟斤拷锟斤拷锟斤拷锟紸I锟斤拷业锟斤拷锟狡癸拷司锟叫撅拷/锟斤拷司锟届报锟斤拷锟叫憋拷锟斤拷锟斤拷原锟斤拷摘录锟斤拷
锟斤拷锟斤拷锟斤拷锟斤拷(300408)
锟铰硷拷锟斤拷锟斤拷
锟斤拷锟秸ｏ拷锟斤拷司锟斤拷锟斤拷2024锟斤拷锟斤拷瓯拷锟�2024H1锟斤拷锟斤拷司实锟斤拷营锟斤拷34.27锟斤拷元锟斤拷同锟斤拷+30.36%锟斤拷锟斤拷母锟斤拷锟斤拷锟斤拷10.26锟斤拷元锟斤拷同锟斤拷+40.26%锟斤拷锟桔非撅拷锟斤拷锟斤拷9.14锟斤拷元锟斤拷同锟斤拷+60.46%锟斤拷2024Q2锟斤拷锟斤拷司实锟斤拷营业锟斤拷锟斤拷18.64锟斤拷元锟斤拷同锟斤拷+29.42%锟斤拷实锟街癸拷母锟斤拷锟斤拷锟斤拷5.93锟斤拷元锟斤拷同锟斤拷+44.12%锟斤拷锟桔非撅拷锟斤拷锟斤拷5.35锟斤拷元锟斤拷同锟斤拷锟斤拷锟斤拷62.69%锟斤拷锟铰硷拷锟斤拷锟斤拷
锟斤拷锟窖碉拷锟斤拷锟斤拷锟斤拷锟饺诧拷锟斤拷锟秸ｏ拷业锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷2024H1锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟窖碉拷锟接★拷锟斤拷通锟脚碉拷锟斤拷锟斤拷锟斤拷业锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷疲锟斤拷锟剿撅拷锟斤拷搿拷锟侥革拷锟斤拷锟斤拷锟绞碉拷锟斤拷丝锟斤拷锟斤拷锟斤拷锟斤拷锟�2024Q2锟斤拷锟诫、锟斤拷母锟斤拷锟斤拷锟斤拷同锟饺分憋拷锟斤拷锟斤拷29.42%锟斤拷44.12%锟斤拷2024Q2毛锟斤拷锟斤拷
43.37%锟斤拷锟斤拷锟斤拷2024Q1锟斤拷锟斤拷3.23锟斤拷锟劫分点，同锟斤拷2023Q2锟斤拷39.99%锟斤拷锟斤拷3.38pct锟斤拷锟斤拷要系锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷2024锟斤拷锟疥报锟斤拷锟斤拷锟斤拷锟阶拷锟斤拷锟�166.51锟届，锟斤拷2023锟斤拷锟叫憋拷锟斤拷207.59锟斤拷锟铰斤拷锟斤拷锟皆ｏ拷锟斤拷锟斤拷2021锟斤拷锟疥报锟斤拷151.5锟届）锟斤拷锟斤拷锟斤拷锟斤拷锟剿斤拷锟�
MLCC锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷元锟斤拷锟斤拷锟诫、毛锟斤拷锟绞撅拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷植锟狡凤拷锟斤拷锟�2024H1锟斤拷锟斤拷锟斤拷元锟斤拷锟斤拷锟斤拷锟斤拷实锟斤拷锟斤拷锟斤拷14.44锟斤拷元锟斤拷锟斤拷锟斤拷占锟斤拷42.14%锟斤拷锟斤拷同锟斤拷锟斤拷锟斤拷56.71%锟斤拷锟斤拷要系MLCC锟斤拷锟斤拷锟斤拷锟狡讹拷锟斤拷锟斤拷司MLCC锟斤拷品锟叫筹拷锟较可度诧拷锟斤拷锟斤拷撸锟斤拷惴河︼拷锟斤拷锟斤拷贫锟酵拷拧锟斤拷锟斤拷锟斤拷斩恕锟斤拷锟斤拷锟皆达拷锟斤拷锟揭碉拷锟斤拷锟斤拷锟斤拷诓锟斤拷锟斤拷锟斤拷锟斤拷驶锟斤拷锟斤拷锟�2024H1锟斤拷司锟斤拷锟斤拷元锟斤拷业锟斤拷毛锟斤拷锟绞达拷锟斤拷锟斤拷锟�10.16锟斤拷锟劫分点，锟斤到39.82%锟斤拷通锟脚诧拷锟斤拷业锟斤拷锟较帮拷锟斤拷实锟斤拷营锟斤拷12.21锟斤拷元锟斤拷锟斤拷锟斤拷占锟斤拷35.63%锟斤拷锟斤拷同锟斤拷锟斤拷锟斤拷30.99%锟斤拷锟斤拷要系锟斤拷通锟斤拷锟斤拷业锟斤拷锟斤拷锟脚拷锟�
AI锟斤拷锟斤拷锟斤拷锟斤拷实锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟街礛LCC锟斤拷锟襟，癸拷司锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷AI锟斤拷业锟斤拷锟狡★拷TrendForce锟斤拷锟斤拷锟斤拷示锟斤拷锟斤拷1锟斤拷AI锟斤拷锟斤拷锟斤拷锟斤拷MLCC锟斤拷锟斤拷锟斤拷锟斤拷GB200系统锟斤拷锟藉）锟斤拷通锟矫凤拷锟斤拷锟斤拷锟斤拷锟斤拷一锟斤拷锟斤拷锟斤拷1u锟斤拷锟斤拷锟斤拷锟斤拷占60%锟斤拷X6S/X7S/X7R锟酵革拷锟斤拷锟斤拷锟斤拷锟竭达拷85%锟斤拷系统锟斤拷锟斤拷MLCC锟杰硷拷也锟斤拷锟斤拷一锟斤拷锟斤拷锟斤拷2锟斤拷AIPC锟斤拷WoA
锟绞碉拷锟斤拷锟斤拷MLCC锟斤拷锟斤拷锟竭达拷1160~1200锟脚ｏ拷锟斤拷Intel锟竭讹拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷咏锟斤拷锟斤拷锟�1u锟斤拷锟斤拷MLCC锟斤拷锟斤拷占锟斤拷锟斤拷锟斤拷锟斤拷锟剿成★拷锟斤拷锟斤拷锟斤拷锟斤拷目前锟角癸拷锟斤拷锟斤拷锟饺碉拷MLCC锟斤拷锟教ｏ拷锟叫筹拷锟较可度诧拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷司锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷锟斤拷AI锟斤拷业锟斤拷锟狡★拷
投锟绞斤拷锟斤拷
锟斤拷锟斤拷预锟狡癸拷司2024-2026锟斤拷锟侥革拷锟斤拷锟斤拷锟轿�22.09/30.68/42.41锟斤拷元锟斤拷EPS锟街憋拷为1.15/1.60/2.21元锟斤拷锟斤拷应锟斤拷司2024锟斤拷9锟斤拷2锟斤拷锟斤拷锟教硷拷30.49元锟斤拷2024-2026锟斤拷PE锟街憋拷为26.5/19.0/13.8锟斤拷维锟街★拷锟斤拷锟斤拷-A锟斤拷锟斤拷锟斤拷锟斤拷
锟斤拷锟斤拷锟斤拷示
锟斤拷锟斤拷锟斤拷业锟斤拷锟斤拷浠拷锟斤拷眨锟斤拷锟斤拷锟斤拷蟹锟斤拷锟斤拷眨锟斤拷锟揭碉拷锟斤拷锟斤拷泳锟斤拷锟秸等★拷
锟斤拷页
微锟脚癸拷锟节猴拷
证券之锟斤拷APP
