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SAC S0850517090006 SAC S0850522030004 2024 7 30 2024Q2 AI 90564 2 1.2024Q2 2.2024Q2 AI 3.0YEVvMmRnOmNoQpMrMqPrQ6MdN7NtRoOsQnRkPqQxPiNqQmN9PnNuNuOnMsPvPtPpQ 2024Q2 4.07%1.07pct 31 14.59%12.01%10.12%9.94%5.40%4.07%2 10 2024Q2+1.07pct+2.17pct+1.09pct+0.91pct+0.77pct-1.39pct-1.27pct-1.21pct 2024Q2 Wind 24Q2 24Q2 PCT 3 2024Q2-0.21%15-0.09%2015-2019 2.04%2023 AI AI PCB 2024 GPU AI 2024H1 250%307%181%229%167%187%PCB 119%135%92%111%AI 2024Q2 Wind 4 7KDRuXfpEZhWrlZ+Egl1vfC4iNkD3XJlIbfvIKRvuXLIb/sNqE/KeMThFizJVK7L 5 1.2024Q2 2.2024Q2 AI 3.2024Q2 2024Q2 357.04 223.13 169.43 2024Q2 86%23Q4 AI 7 AI/PCB 84%2024Q2 2024 7 21 Wind 2024Q2 23 10 6 2024Q2 2024Q1 2023Q4 1 357.04 30.30%47.52%274.01 2 223.13 97.19%137.39%136.20 3 169.43 83.54%65.50%125.58 4 PCB 164.43 30.93%27.07%113.16 5 109.76-19.41%-40.32%105.94 6 55.88-47.25%-41.38%92.31 7 53.52 23.59%17.11%65.61 8 45.95-29.97%-58.37%43.30 9 PCB 44.61 100.67%254.12%34.60 10 37.45 16.24%-50.68%32.21 2024Q2 2024Q2 A 33.75%+6.4pct 23.56%+1.79pct 23.21%-0.17pct 2024Q2 2024 7 21 Wind 10 A 7 2024Q2 2024Q1%pct 23Q4(pct)%1 33.75 6.4 2.89-U 30.34 2 23.56 1.79-7.11 27.35 3 23.21-0.17-5.36 23.38 4 16.71 3.75-16.17 21.77 5 13.46-3.52-10.91 19.54 6 12.56-6.98-16.25 16.98 7 10.43 1.16-11.02-U 14.09 8 9.89 0.85-0.83 12.95 9 8.26 3.38 4.79 10.39 10 7.24-3.14-6.19 9.27 2024Q2 2024Q2 887 2.59 622 2.11 535 4.50 2024Q2 2024 7 21 Wind 10 8 2024Q2 10 2024Q1 10 2023Q4 10 1 887 25895.33 619 17502.22-U 2344 1750.13 2 622 21140.15 461 12878.43 1332 21435.65 3 535 45048.17 383 41610.64 1029 18487.56 4 508 61834.44 363 7003.39 845 10415.27 5 479 10210.55 332 16889.27 822 58497.66 6 285 6319.73 266 40539.83 814 67706.90 7 235 33766.33 188 52983.07 796 41678.22 8 189 60886.85 144 23440.49 701 19057.89 9 157 16428.11 126 30865.84 692 140332.16 10 135 16320.68 85 74086.00 566 126995.35 9 1.2024Q2 2.2024Q2 AI 3.2024Q2 2024Q2 4.07%2 1.07pct-0.21%15-0.09%2015-2019 2.04%2024Q2 357.04 223.13 169.43 86%23Q4 AI 7 AI/PCB 84%2024Q2 33.75%+6.4pct 23.56%+1.79pct 23.21%-0.17pct 2024Q2 887/2.59 622/2.11 535/4.50 2023 AI AI PCB 2024 GPU AI 2024H1 250%307%181%229%167%187%PCB 119%135%92%111%AI 10 1 1 2 3 4 5 PCB 6&7 8 2 AI AI 1 GPU AI 2 100G 400G 800G 1.6T 3 LPO CPO 3 4 1 AI 2 3 4 AIoT 5 6 11 Wind 24 25 EPS WIND 2024 7 21 EPS PE x 2023 2024E 2025E 2023 2024E 2025E 600941.SH 113.20 24273 6.15 6.61 7.06 18 18 16 601728.SH 6.38 5838 0.33 0.36 0.40 19 18 16 600050.SH 4.80 1526 0.26 0.29 0.32 19 17 15 300308.SZ 134.98 1513 1.94 4.53 6.42 70 30 21 000063.SZ 28.11 1345 1.95 2.20 2.48 14 13 11 000938.SZ 24.60 704 0.74 0.88 1.07 33 28 23 002463.SZ 35.30 675 0.79 1.20 1.53 45 29 23 002916.SZ 120.60 619 2.73 3.52 4.21 44 34 29 300394.SZ 91.21 505 1.32 2.51 3.73 69 36 24 600522.SH 14.26 487 0.91 1.11 1.34 16 13 11 300628.SZ 37.90 479 1.59 1.93 2.31 24 20 16 002049.SZ 54.09 460 2.98 3.19 3.93 18 17 14 000988.SZ 29.14 293 1.00 1.30 1.62 29 22 18 002281.SZ 34.59 275 0.78 1.02 1.31 44 34 26 003031.SZ 43.85 198 1.09 1.47 2.00 40 30 22 300627.SZ 30.54 167 0.82 1.06 1.35 37 29 23 603236.SH 50.86 135 0.34 1.97 2.71 148 26 19 300638.SZ 16.39 126 0.74 0.96 1.20 22 17 14 300620.SZ 34.62 86 0.24 0.36 0.53 145 97 66 002396.SZ 12.73 75 0.72 1.06 1.51 18 12 8 300768.SZ 11.26 72 0.20 0.25 0.32 57 45 35 688048.SH 31.41 55-0.52 0.32 0.62-60 99 51 688195.SH 23.60 31 0.32 0.56 0.77 73 42 31 688665.SH 26.13 26 1.33 2.04 2.94 20 13 9 12 SAC S0850517090006 010-50949962 Email SAC S0850522030004 021-23154128 Email 13 信息披露和法律声明 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%14
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