从高频数据看半导体景气度：下游环节逐月回暖，IC制造环节景气度有望持续.pdf

2009 1210 IC ODM/OEM PACK 3 PACK / / / 碁 98.5% CMOS AIoT 28nm 0755-82755859 gengchenhcyjs S0360517100004 % ( ) 269 6.94 ( ) 55,714.17 7.99 ( ) 37,935.42 7.42 % 1M 6M 12M 15.72 21.29 66.67 9.16 19.11 59.24 20200615-20200621 Q3 2020-06-22 2020 5G 2020-06-23 20200622-20200628 Q3 2020-06-28 -10% 20% 51% 82% 19/07 19/09 19/11 20/01 20/03 20/05 2019-07-01 2020-06-29 300 2020 06 30