资源描述
翀 SAC S0850523030002 SAC 翀 S0850521080002 2024 3 20 1.A 2./2 3.2 4.5.2 XVBYzQmRnOrQtNtQnQtMoPaQaO7NpNoOsQmQeRrRpMeRtRmM9PmMzRuOsPqMxNnPsR-U PE 1.A 3 1 Wind 2024-03-15 Wind 2024.03.15 1.4-35%-30%-25%-20%-15%-10%-5%0%5%2024-01-032024-01-102024-01-172024-01-242024-01-312024-02-072024-02-142024-02-212024-02-282024-03-062024-03-13+Am30yXp4SWEZLGQnaa/A7zkDSe1RnSOm2svFrHBRVlFmmsJ4kOH2skZ8yR4PtJS Wind 2024 3 15+30.62%-U+27.09%+26.72%+23.76%+20.95%2024 3 15-51.33%-39.45%-36.58%-36.35%-36.18%Wind 2024-03-15 1.5 2024-03-15-36.18%-36.35%-36.58%-39.45%-51.33%-60%-50%-40%-30%-20%-10%0%30.62%27.09%26.72%23.76%20.95%0%5%10%15%20%25%30%35%-U 2024-03-15 Wind 2023 50 43.38 27.69 16.74 Wind 1.PE 6 2023-01-06 2024-03-15 PE 2023 0102030405060702023-01-062023-01-202023-02-032023-02-172023-03-032023-03-172023-03-312023-04-142023-04-282023-05-122023-05-262023-06-092023-06-232023-07-072023-07-212023-08-042023-08-182023-09-012023-09-152023-09-292023-10-132023-10-272023-11-102023-11-242023-12-082023-12-222024-01-052024-01-192024-02-022024-02-162024-03-012024-03-15 2 2 2 2./2 7 2 1816.48+11.32%-15.82%2024 1-2 3974.33+9.42%2 174.51+3.07%-8.22%2024 1-2 364.65-0.15%2 35.72-3.23%+0.03%2024 1-2 71.42-6.31%2023.01-2024.02 2024.02 Wind 2024.02 1816.48+11.32%-15.82%174.51+3.07%-8.22%35.72-3.23%+0.03%2.2 8-60%-50%-40%-30%-20%-10%0%10%20%Jan-23Feb-23Mar-23Apr-23May-23Jun-23Jul-23Aug-23Sep-23Oct-23Nov-23Dec-23Jan-24Feb-24 2 397.51-0.58%-16.12%2024 1-2 871.41+2.38%2 17.77+23.64%4.01%2024 1-2 34.86+25.95%2 25.11+0.53%-10.55%2024 1-2 53.18+5.06%2023.01-2024.02 2024.02 Wind 2.2 9-50%-40%-30%-20%-10%0%10%20%30%40%Jan-23Feb-23Mar-23Apr-23May-23Jun-23Jul-23Aug-23Sep-23Oct-23Nov-23Dec-23Jan-24Feb-24 2024.02 397.51-0.58%-16.12%17.77+23.64%4.01%25.11+0.53%-10.55%2 10.50-2.34%-9.20%2024 1-2 22.07-1.95%2 36.29-23.27%-42.66%2024 1-2 99.57+9.82%2023.01-2024.02 2024.02 Wind 2.2 10 2024.02 10.50-2.34%-9.20%36.29-23.27%-42.66%-40%-20%0%20%40%60%80%100%Jan-23Feb-23Mar-23Apr-23May-23Jun-23Jul-23Aug-23Sep-23Oct-23Nov-23Dec-23Jan-24Feb-24 2 50.29-15.92%+14.39%2024 1-2 94.25-20.87%2 6.48-27.52%+5.31%2024 1-2 12.63-29.78%2 9.67-24.37%-5.12%2024 1-2 19.86-17.36%2023.01-2024.02 2024.02 Wind 2.2 11 2024.02 50.29-15.92%+14.39%6.48-27.52%+5.31%9.67-24.37%-5.12%-40%-30%-20%-10%0%10%20%Jan-23Feb-23Mar-23Apr-23May-23Jun-23Jul-23Aug-23Sep-23Oct-23Nov-23Dec-23Jan-24Feb-24 NAICS 76.62%0.51pct 4.81pct 89.30%10.3pct 14.6pct 3.12 Wind NAICS 76.62%0.51pct 4.81pct 1967.01-2024.02 Wind 3.2 13 40%50%60%70%80%90%100%1967-011968-091970-051972-011973-091975-051977-011978-091980-051982-011983-091985-051987-011988-091990-051992-011993-091995-051997-011998-092000-052002-012003-092005-052007-012008-092010-052012-012013-092015-052017-012018-092020-052022-012023-09%Wind 2024 1 89.30%10.3pct 14.6pct 1980.01-2024.01 Wind 3.1 14 0%20%40%60%80%100%120%140%160%1980-011981-051982-091984-011985-051986-091988-011989-051990-091992-011993-051994-091996-011997-051998-092000-012001-052002-092004-012005-052006-092008-012009-052010-092012-012013-052014-092016-012017-052018-092020-012021-052022-092024-01,2023 300 70%2023E 209.7-231.0 42.77%-57.27%33.0-38.0 56.69%-80.43%ICP CCP DRAM 4.15 Wind 2024-03-15 289.03/150.58/74.79/2022-01-07/Wind 4.2024-03-15 16 0501001502002503003504002022-01-072022-02-072022-03-072022-04-072022-05-072022-06-072022-07-072022-08-072022-09-072022-10-072022-11-072022-12-072023-01-072023-02-072023-03-072023-04-072023-05-072023-06-072023-07-072023-08-072023-09-072023-10-072023-11-072023-12-072024-01-072024-02-072024-03-07 2023 2023 300 70%2023E 209.7-231.0 42.77%-57.27%33.0-38.0 56.69%-80.43%2024 3 15 3 12 PEALD Si3N4 Low-K 4.17 Wind 23Q3 61.62+34.88%+35.26%10.85+16.48%-10.15%5.37 8.72%Wind 18Q1-23Q3 4.18 18Q1-23Q3 0%20%40%60%80%100%010203040506070%0%5%10%15%20%25%2023 62.64 32.15%11.91 29.58%47.03 49.43%MOCVD 4.62-33.95%2023 83.6 2022 63.2 20.4 32.3%69.5 60.1%MOCVD 72.2%MOCVD LED 2023 2800 CCP 445 Primo nanova 3D NAND DRAM ICP CCP LPCVD ALD 2024E 10 4.19 Wind 23Q4 22.22+30.97%+46.71%6.26+66.14%+299.11%3.14 14.14%2023 62.64 32.15%11.91 29.58%47.03 49.43%MOCVD 4.62-33.95%Wind 18Q1-23Q4 4.23Q4 20 18Q1-23Q4-100%0%100%200%300%400%500%600%0510152025%0%5%10%15%20%25%30%AMOLED DRAM MEMS 2023 2023 64856.33 28.53%11676.08 76.73%8542.26 62.29%4.DRAM 21 23Q4 2.77 35.80%+123.75%0.62+3.55%+204.95 23Q3 0.22 17.43%2023 64856.33 28.53%11676.08 76.73%8542.26 62.29%Wind 18Q1-23Q3 4.23Q4 22 18Q1-23Q4 0%20%40%60%80%100%120%140%22Q1 22Q2 22Q3 22Q3 23Q1 23Q2 23Q3-100%0%100%200%300%400%500%600%0.00.51.01.52.02.53.0%2023E 2023E PE PS 688035.SH 12.38 1.74 61.29 35.21 4.95 688535.SH 3.67 0.48 75.64 157.97 20.64 300604.SZ 20.26 0.56 191.95 343.59 9.47 002371.SZ 214.29 38.21 1580.59 41.36 7.38 688012.SH 62.63 17.86 960.44 53.78 15.34 300054.SZ 27.36 2.63 207.12 78.66 7.57 688037.SH 25.19 4.05 162.71 40.17 6.46 688200.SH 9.14 3.59 135.91 37.89 14.87 605358.SH 27.47 2.29 164.81 71.97 6.00 688072.SH 40.72 8.31 391.36 47.08 9.61 688126.SH 43.42 3.54 413.18 116.84 9.52 688409.SH 30.03 3.42 139.92 40.91 4.66 688019.SH 16.62 4.92 141.65 28.82 8.52 835179.BJ 2.96 0.88 13.50 15.38 4.57 Wind 2024-3-18 Wind 4.23 /LED MOCVD 4.24 2024E/5.25 Wind NAICS 76.62%0.51pct 4.81pct 2023 300 70%ICP CCP 2024E/5.26 5.27 翀 SAC S0850210040002 翀 SAC S0850521080002 28 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%29
展开阅读全文