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DaHua Certified Public Accountants?Special General Partnership?
| ????[2023] 0013507? | ||
7-2-1
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7-2-2
澳
澳澳澔澔???媢????漑???弛??漒澔
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瀊
瀊瀊瀊濁濷濴濻瀈濴激濶瀃濴濁濶瀂瀀澳澳
澳
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???2023?6?07???????ǒ2023?020091?????????、???????????????????????????л??“???”???????????????????????????????、?????????л??“??、?”?“???”?“??”????亩????????????л?
?仈
2ˊ????????????“C3974-??????”?ъ?уъ???????????????????LCD??亶????LCD???????亶????????????????????????й??а????ъ?л━??ъ?????????
24.22%?-26.62%?-31.89%????????????????
-14.28%?-72.04%?-82.72%??????????????????? 9,695.08з??11,900.71з??7,483.93з??7,122.90з???????????仍?16.10%?10.87%?7.27%? 7%?⌒????
1亥
?7-2-3
?2亥
?????????仍???????? 106.16з??158.02з??
191.32з?? 228.83з??2021?12?27??????????
?ъ???????????????????????????????????2022 ??????????????????ъ????????????喀?????????⿱???????????????л??“喀???????”????????喀???????????л??“喀?????”?????????????喀??????? 1,600 з????喀?????????、??? 206.00 з??????? 2022 ?2?24??2025?2?24??
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| ? | 2 |
亥
?3亥
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2021?LCD??????儈?957??????2020????12.38%?2022????ъ???????л????й???????2022?9??????????????っ???WitsView??????????2023?6?к??32?/43?/55?/65????
| ? | 3 |
亥
?4亥
????33/58/109/150??/???2022?9?л???к?
26.92/23.40/36.25/41.51????????????????????
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?????WitsView????ъуъ????Omdia??????о???????????ウ??????LCD?????????????????LCD?????????????????????↓??????LCD TV??????????2022??????65%??к??2023?а???80%?LCD IT?????2022????????н?50%?亴?2023????????60%???Omdia????????2022????????????????????????????????????й????亴???2023??1,242??????2028??1,439??????15.9%?
| ? | 4 |
亥
?5亥
2?
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亩?
| 2023??1-3?? | 2022??? | 2021??? | 2020??? | ||||
| ?仍 | ?? | ?仍 | ?? | ?仍 | ?? | ?仍 | ?? |
??ъ???
| 13,359.10 | 98.22 | 64,213.49 | 98.34 | 87,145.02 | 97.93 | 70,645.00 | 98.61 |
???
| ???????? | 7,080.34 | 52.05 | 40,339.68 | 61.78 | 53,845.83 | 60.51 | 45,678.89 | 63.76 |
| ???????? |
???
| 4,043.43 | 29.73 | 15,109.84 | 23.14 | 19,117.38 | 21.48 | 14,604.31 | 20.39 | |
| ???????? |
??
| 974.87 | 7.17 | 4,493.13 | 6.88 | 7,680.34 | 8.63 | 3,900.84 | 5.45 |
???????
| 437.17 | 3.21 | 2,052.88 | 3.14 | 2,616.79 | 2.94 | 3,307.93 | 4.62 | |
| ???????? |
??
| 351.84 | 2.59 | 834.85 | 1.28 | 3,862.98 | 4.34 | 3,045.93 | 4.25 |
??
| 471.45 | 3.47 | 1,383.11 | 2.12 | 21.71 | 0.02 | 107.09 | 0.14 |
??ъ???
| 242.70 | 1.78 | 1,086.75 | 1.67 | 1,844.04 | 2.07 | 995.10 | 1.39 | |
| ?ъ???? | 13,601.81 | 100.00 | 65,300.23 | 100.00 | 88,989.07 | 100.00 | 71,640.10 | 100.00 |
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????????ъ??????70,645.00з??87,145.02з??64,213.49з??13,359.10з????????????????????????????ъ??80%?к???????????????????????
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| ? | 5 |
亥
?6亥
???↓????????????????????????????????????л??????????????????к????????????к???????????????????????????????????????????????к?亩?????????????к??????о????????????????????????????4?
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| 2023??1-3?? | 2022??? | 2021??? | 2020??? |
?仍
???ъ??
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?仍
???ъ??
???
?仍
???ъ??
???
?仍
???ъ??
????
| ??? | ||||||||
| 8,301.22 | 74.49 | 40,568.99 | 76.60 | 52,126.03 | 77.01 | 39,617.01 | 79.85 |
????
| 909.35 | 8.16 | 4,068.77 | 7.68 | 5,879.82 | 8.69 | 3,605.07 | 7.27 |
????
| 1,456.10 | 13.07 | 6,087.68 | 11.49 | 6,989.93 | 10.33 | 5,622.59 | 11.33 |
??н?????
| 128.16 | 1.15 | 530.37 | 1.00 | 919.17 | 1.36 | 767.57 | 1.55 |
????
| 348.65 | 3.13 | 1,704.43 | 3.22 | 1,771.73 | 2.62 | - | - | |
| ?? | 11,143.48 | 100.00 | 52,960.23 | 100.00 | 67,686.68 | 100.00 | 49,612.23 | 100.00 |
| ?? | 1,622.66 | 7,049.83 | 9,706.91 | 6,754.87 | ||||
| ???? | 6.65 | 7.27 | 6.79 | 7.34 |
??????????????????????????????
????????????ъ?????????????????????ъ?????????79.85%?77.01%?76.60%?
74.49%??????7?/????????????
| ? | 6 |
亥
?7亥
5?
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2023??1-3??2022???
2022???2021???
2021???2020???
2020?????
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??PMMA
PMMA1,096.79
1,096.793,033.38
3,033.38
2.77
2.77
4,265.38
4,265.3810,402.90
10,402.90
2.44
2.44
7,789.39
7,789.3918,452.05
18,452.05
2.37
2.37
7,186.61
7,186.6115,835.33
15,835.33
2.20
2.20
MS
MS2,212.23
2,212.233,662.32
3,662.32
1.66
1.66
13,236.18
13,236.1821,901.50
21,901.50
1.65
1.65
18,309.66
18,309.6631,515.30
31,515.30
1.72
1.72
11,254.98
11,254.9821,666.24
21,666.24
1.93
??
1.93
3,309.03
3,309.036,695.70
6,695.70
2.02
2.02
17,501.56
17,501.5632,304.40
32,304.40
1.85
1.85
26,099.05
26,099.0549,967.35
49,967.35
1.91
1.91
18,441.59
18,441.5937,501.57
37,501.57
2.03
?????PMMA??????????к??????1??????????0.5mm-0.7mm?????
???????????2020??30.09%к??2023?а???51.78%??2???MS?????PMMA??????????2022???????????????к???3?2023?а???MMAк⑨?????к???ъ???????к??
2020??2022??MS????????н?л???????MS???к⑨???????????
??а???о????????????о??????、?????????????ъ(??)??????????????????????????????????ㄎ????????л??2023?1-3??MS?????????MMAк⑨?????к???ъ?????????к??
2.03
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亥
亥
7-2-9
?8亥
6?
?????
?→2023?5??????????仍?н?〾????1.1????????仍?????к?????亴?????????????????2023????????ъ???????????
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2023
仍??
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1-3
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| 1 |
???
| 3,711.00 | 27.28 | |||
| 2 |
????
???
| 2,068.40 | 15.21 | |||
| 3 |
????
???
| 1,580.42 | 11.62 | |||
| 4 |
??儈?
???
| 1,284.32 | 9.44 | |||
| 5 |
????
???
| 939.15 | 6.90 | |||
| ?? | 9,583.29 | 70.46 | ||
2022
??
?ь?
| 1 |
???
| 17,158.21 | 26.28 | |||
| 2 |
????
???
| 10,864.57 | 16.64 | |||
| 3 |
????
???
| 7,926.79 | 12.14 | |||
| 4 |
????
???
| 6,172.96 | 9.45 | |||
| 5 |
??儈?
???
| 4,305.76 | 6.59 | |||
| ?? | 46,428.29 | 71.10 | ||
2021
??
?ь?
| 1 |
???
| 25,719.45 | 28.90 | |||
| 2 |
????
???
| 12,792.91 | 14.38 | |||
| 3 |
????
???
| 11,247.89 | 12.64 | |||
| 4 |
????
???
| 8,492.05 | 9.54 | |||
| 5 |
??儈?
???
| 6,386.90 | 7.18 | |||
| ?? | 64,639.20 | 72.64 | ||
2020
??
?ь?
| 1 |
???
| 18,280.46 | 25.52 | |||
| 2 |
????
???
| 13,708.62 | 19.14 | |||
| 3 |
????
???
| 9,303.18 | 12.99 | |||
| 4 |
??儈?
???
| 6,463.99 | 9.02 | |||
| 5 | 4,948.18 | 6.91 | ||
| ?? | 52,704.42 | 73.57 | ||
?1??ь??????ь?????????????ь??
| ? | 8 |
亥
?9亥
????????儈??????????????????2???????????、??????????????、????????????????????、????????????3??????????ц??????????????????????????ъ???????????????4???儈??????????????????????????????????????????5?????????????????????呯?????????????????????呯????????????????????????っ??????ь??????????????儈????????ъ???????????????????????????????????????仍??ъ???????73.57%?72.64%?71.10%?70.46%???っ?????2022????????й?VD??????????????????????????ъ??????????????????
8?
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2023?4-5???????ъ???9,400з????????4,700з?????2023?а?????ъ???4,500з??????3%??????ъ????????????っ????
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?????????????ок??????л?
| ? | 9 |
亥
?10亥
???з?
ъ
ъ???
| 2023??1-3?? | 2022??? | 2021??? | 2020??? |
?仍
????
/
??
???
?仍
????
/
??
???
?仍
| ??? |
?仍
?ъ??
| 13,601.81 | -31.89% | 65,300.23 | -26.62% | 88,989.07 | 24.22% | 71,640.10 |
?ъ??
| 11,168.61 | -29.36% | 53,048.36 | -21.67% | 67,728.39 | 36.37% | 49,665.78 |
?ъ??
| 2,433.20 | -41.52% | 12,251.87 | -42.37% | 21,260.68 | -3.25% | 21,974.32 |
???
| 17.89% | -2.94 | 18.76% | -5.13 | 23.89% | -6.78 | 30.67% |
???к????ь????
| 422.77 |
-79.18%
| 2,724.86 |
-70.49%
| 9,233.74 | 11,067.10 |
???к????ь??????????????
| 309.80 |
-82.72%
2,499
| .29 |
-72.04%
| 8,938.11 | 10,426.69 |
2021??????ъ????24.22%?????????????????ㄟ?????????2021??????????????????л???儈??????л⑨?????ъ丙??????????????ㄟ?????????ъ??????????2021?????儈??????л?6.78?????????1?????????????????????????ъ????????????2020??ъ???????????????
28.88%??2?2021?????ъ????儈?????????仍?
?????????????3????????????????????????л━?????л??????????к????ь????????????????л?14.28%?????っ??
2022?????ъ???л━??ъ????л?26.62%????к????ь????????????????л?
72.04%????2023??а??ъ????????2022????
| ? | 0 |
亥
?11亥
??2023??а???ъ????к?15.66%????к????ь???????????????2022???????1,445.65з????2023??а????309.80з??2022???ъ?л━????л???
?1???????????????ㄟ?????????????????????????2022???????л?????ㄟ????л??????ㄟ??????????????????????????ъ?????????Omdia?????LCD IT????2022?а???????????80%?2022?л??????50%???????????????л??ㄟ??????л?????ъ?????????ъㄎ?????????????????ㄎ????????ъ??????????????н???л━??2?н????????????????2022?н??????????????а????
10?
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2022????ъ???????л????й???????2022?9??????????????っ?????ъуъ????Omdia??????о???????????ウ??????LCD?????????????????LCD?????????????????????↓??????LCD TV??????????2022??????65%??к??2023?а???80%?LCD IT?????2022????????н?50%?亴?2023?
11亥
?7-2-13
?12亥
???????60%???Omdia????????2022????????????????????????????????????й????亴???2023??1,242??????2028??1,439??????15.9%??2?н?????????2023?1????н??????????????????っ???
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亩?
| 2023??1-3?? | 2022??? | 2021??? | 2020??? |
?仍
??
???/????
?仍
??
?仍
??
?仍
??、?
| 41,487.28 | -19.54%/-8.12% | 198,147.75 | 2.96% | 192,452.04 | 35.51% | 142,017.19 |
?伎??
| 53,691.51 | 5.79%/-10.92% | 226,179.39 | -4.62% | 237,134.93 | 0.86% | 235,111.80 |
й??
| 42,564.52 | -22.92%/-16.80% | 217,352.30 | -5.66% | 230,396.22 | 20.94% | 190,510.39 |
????
| 24,546.24 | -55.48%/-51.86% | 221,016.88 | -10.65% | 250,528.29 | -3.67% | 260,085.88 |
仆?、?
| 37,207.58 | -28.45% | 52,663.84 | -22.82% | 68,234.10 |
????
| 49,531.75 | -13.65% | 57,364.08 | 59.13% | 36,047.51 |
??儈?
| 46,410.18 | -35.66%/24.52% | 220,715.15 | -24.02% | 290,477.37 | 17.79% | 246,603.06 | |
| ??? | 13,601.81 | -31.89%/15.66% | 65,300.23 | -26.62% | 88,989.07 | 24.22% | 71,640.10 |
?1????????ък????????
?2??→???????仆?、????2023?а?????
| ? | 2 |
亥
?13亥
????н??а????????????
?3???、???伎???й??????????ъ????????????LCD???ъ??ъ?????俆?к?????????????????LCD?ъ???????????????ъ??????о??ъ????????????а???2021????о??ъ?????ъ??????????????????ъ?????仆?、??ъ??л??о???????????ъㄎ?????ъ???????????????2022????о??ъ?????ъ????????л?????2023?1-3????о??ъ?????ъ????????л???????????ъ????????????????儈????????ъ???????ъ??????????????????ъ???л━??????????儈???????2022??????????????24.52%?о??????
15.66%???
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?????????ъ???????????????????????л????
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亩?
| 2023??1-3?? | 2022??? | 2021??? | 2020??? | |||
| ?仍 | ?????/???? | ?仍 | ?? | ?仍 | ?? | ?仍 |
??、?
| 2,819.02 | -24.89%/23.06% | 5,678.90 | -52.37% | 11,922.08 | -12.83% | 13,676.27 | |
| 5,820.48 | 11.11%/81.27% | 18,814.06 | -30.74% | 27,165.16 | -10.91% | 30,492.55 |
й??
| 1,222.26 | -81.98%/-36.98% | 20,642.13 | -38.84% | 33,751.97 | 188.91% | 11,682.42 | |
| -2,233.27 | -139.65%/-141.62% | 23,577.42 | -18.65% | 29,353.56 | -6.67% | 31,450.73 | |
| -4,251.96 | -64.62% | -2,615.83 | -154.19% | 4,827.19 |
????
| -368.35 | -116.32% | 2,257.33 | 33.14% | 1,695.48 |
??儈?
| 303.52 | -88.34%/103.56% | -5,435.34 | -142.62% | 12,753.34 | -16.49% | 15,272.28 |
?
| ? | 3 |
亥
?14亥
亩
亩?
| 2023??1-3?? | 2022??? | 2021??? | 2020??? | ||||
| ?仍 | ?????/???? | ?仍 | ?? | ?仍 | ?? | ?仍 | |
| ??? | 422.77 | -79.18%/133.09% | 2,724.86 | -70.49% | 9,233.74 | -16.57% | 11,067.10 |
?1????????ък?????????2??→???????仆?、????2023?а?????????н??а????????????????????????????????????о??ъ????????????а???2021????о??ъ?????????????????????????л????й?????儈????????й???????????IPO??亩?嗉????2021?л?????????????2022????о??ъ???????????????????????л?????2023?1-3????о??ъ???????????????????????л????????2023?1???????????????????к??о??ъ???????а???к????????????о??ъ??????а??
???⌒???????
?????????н????????????????????????????????л??1?2023?1-3?
| ??/??? | ???? | ?з?? |
????????
| 9.47 | 15.00% | 282.58 | 66.84% |
| 9.06 | 10.00% | 188.38 | 44.56% |
| 8.64 | 5.00% | 94.19 | 22.28% |
| 8.23 | 0.00% | 0.00 | 0.00% |
| 7.82 | -5.00% | -94.19 | -22.28% |
| 7.41 | -10.00% | -188.38 | -44.56% |
| 7.00 | -15.00% | -282.58 | -66.84% |
?1?????=??ъ???/???
| ? | 4 |
亥
?15亥
?2????????仍=??ъ???*???????*??ъ????*?1-15%??3?????????=???????仍/???
?2?2022??
?
????
??/???
?????????
????
???????仍
?з??
????????
| 10.47 | 15.00% | 1,434.40 | 52.64% |
| 10.02 | 10.00% | 956.27 | 35.09% |
| 9.56 | 5.00% | 478.13 | 17.55% |
| 9.11 | 0.00% | 0.00 | 0.00% |
| 8.65 | -5.00% | -478.13 | -17.55% |
| 8.20 | -10.00% | -956.27 | -35.09% |
| 7.74 | -15.00% | -1,434.40 | -52.64% |
?3?2021??
????
??/???
?????????
????
???????仍
?з??
????????
| 10.32 | 15.00% | 2,481.08 | 26.87% |
| 9.88 | 10.00% | 1,654.06 | 17.91% |
| 9.43 | 5.00% | 827.03 | 8.96% |
| 8.98 | 0.00% | 0.00 | 0.00% |
| 8.53 | -5.00% | -827.03 | -8.96% |
| 8.08 | -10.00% | -1,654.06 | -17.91% |
| 7.63 | -15.00% | -2,481.08 | -26.87% |
?4?2020??
????
??/???
?????????
????
???????仍
?з??
????????
| 12.03 | 15.00% | 2,681.45 | 24.23% |
| 11.50 | 10.00% | 1,787.64 | 16.15% |
| 10.98 | 5.00% | 893.82 | 8.08% |
| 10.46 | 0.00% | 0.00 | 0.00% |
| 9.94 | -5.00% | -893.82 | -8.08% |
| 9.41 | -10.00% | -1,787.64 | -16.15% |
| 8.89 | -15.00% | -2,681.45 | -24.23% |
?к?????????н????л??????????????2022??2023?1-3??????а???????????
| ? | 5 |
亥
?16亥
?2020??2021?????????儈н?30%??????ъуъ????Omdia???????????????????????????л━????ъ????????????????л??????????????????????ъ?????????????????????2022???2023????→??っ????↓??????↓????≤?????????ㄟ????????????????н????л??????????????
?
?????ъ???????????????????????а???л⑨?ъ??????????????????????н????????????л⑨??????LCD
???????????????л⑨?????????ъ?????????
?а????ъ???????????????????????а???л⑨?ъ??????????????????????н???????
??ъ?????????
1897?CRT????????????????????????????╄??????????LCD?OLED?LED????????
?1?LCD????
???Liquid Crystal??а??????????????????????????????????????????????л????????????????????????????к??
| ? | 6 |
亥
?17亥
????????????????????????????????????????LCDн???????????????????享???????????????????????LCD??亶????????????????LCD???????????????????????????????????2021???????????1,367??????LCD??????957??????????????
70.0%?OLED???407???????????????29.8%?
Mini/Micro LED????3???????????0.2%?Bloomberg??????2022?????????????????????LCD?????????93.2%??????????OLED??????????6.8%???2?OLED????OLED???Organic Light-Emitting Diode?????????????????????????????ф????????????????OLEDоLCD????н??????????????????OLED?????????儈ㄟ???к??儈ㄟ??????????ク?????OLED???????儈???儈???儈????????儈??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????OLED??儈???儈????儈?????????????????????????????????
| ? | 7 |
亥
?18亥
??????OLED???????????????????????????????OLED????????????????????儈???┑???????????????????????OLED?????????????????????????OLED???????????????????кOLED??????儈?????????????????????LCD????3?LED??????LED?????????????????????亶????????????侶?????????╄????Mini LED?Micro LED???LED??????????????????LED???????????Mini LED??????????LED??100?㊣???LED???????LED?Micro LED????????????оLED????Micro LED??????а???50?㊣?????????????з???з仇?㊣??LED?????傡???????LED???????????а?LED?????????????????????儈????????????儈????儈???儈?????????Mini LED???????????????亶???????????????ъ????????????????????4K/8K???LED??亶??Micro LED???????????????????????????????????????????????????????к???LED?????????儈нл???????ъ???????????LCD?OLED?????亶????????????????????????????儈????OLED??
| ? | 8 |
亥
?19亥
????????к????????????????儈ㄟ?????儈ㄟ?????????????????LCD????????????????????????亶?????????????LCD????????????
2?
???????????
?1??ъ??????????????ъуъ????Omdia??????????????????????亴???2023??1,242??????2028??1,439??????15.9%?2023?????ъ??????????????й????????а??????????????????2022?1???????????LCD/AMOLED???????64??????仍?1.5з??????????53????/????4????/????7???????45??LCD??????ъ?ウ?亴??2025???LCD?????????28,633з?㊣???л⑨??????????????????????????о?????????????????л⑨?????LCD???ъ??ㄟ???????????????????????????70%??????????????????亶???????????????????????????????????????????????????н???????ъ↓?????5G?????????????ъ?????????????????ク???????????????????????????????↓?н??????????????勌????????ъ?ㄟ???????????2????????????亴?????
| ? | 9 |
亥
?20亥
???ь???????????????????л??????????ㄟ???????????????LCD??????????喀??亴?2023???????ъ????????????????ъ????????????????????????ъ?????????????儈????????????????????????????????????л???2023???????????????????????????ㄟ??亴??а????LCD???ъ?2023?2????????????????ъ?????????????亴??????????????????????????????ъ??????仈????????啃?????ъ???????≤???????????ъ???????л?????????ъ???????к??????ъ??????а??????LCD???н???????ㄟ???н??????????????????亴??LCD????????????????????????
3?
?л⑨?ъ?????
2022?????ъ??????а????????????л??????ㄟ????????????ъ??????????????????????????л??
??Wits View??????????2022?9?????л?????????????????2023?6?к??32?/43?/55?/65????????33/58/109/150??/???2022?9?л???к?26.92/23.40/36.25/41.51?????????????к????????????????????2022???2023???
| ? | 0 |
亥
?21亥
?→??っ????↓??????↓????≤?????????ㄟ????????????????н????л???????ъ????????????????っ??????????2022?10????????????“??????????????????????????????????????”2022?12????????????????“????????????????????????”?????????????2023????н???????????????????????????????36?????????????к???????27.8%????????佀侞?ъ??仍?к??????
6.8%?а?????????284,997????н????????
??4.5%??к????????2.2%?2022?11????????????85.5???2023?3????????94.9?
????????っ??л⑨??????↓????ㄟ???2022???????????????й??LG??丙??????LCD?????Omdia?????й????2022?6????→LCD??????????8.5????????LG??????2023??????LCD?????????2022??й???仍??????????仾??LG????????LCDъ???????о??????LCD???????????ф?????????????????????LCD?????っ????????ㄎ???????2022????????л?????????????????????????????????????????
21亥
?
7-2-23
?22亥
????????????????Omdia??????о??????????2022?а????????????????85%??2022?й?????????л??60%????ь?????????2022?TFT-LCD????2021?л?16.95%???2022??????ъ?кл⑨????????????“?????????”???ъ????????????н????????????????????????≤??????????????????????????????ㄟ???????????LCD???ъ??ㄟ???????????????????????????70%??????????????????亶???????????????????????????????????????????????????н???????ъ↓?????5G?????????????ъ?????????????????ク???????????????????????????????↓?н??????????????勌????????ъ?ㄟ????????????Omdia?????TV???????↓??2018-2023?????????а??????↓????亴?2023?????????а????????????????????????????????????й????????????????????????????????????????2023????5G??????????????????????????????????5G????????????????????????????????????????????
| ? | 2 |
亥
?23亥
????????????????????????????????????????????????????????????????????????????IHS Markit亴??2025?????TFT-LCD??????
2.5???2019??2025???????5.82%?Grand View Research
????????ъ??????2017?2025????????6%???????????????傮傦??????????????н???????ъ??????ъ??????????????ъ????????????н????
?????ъ???????????????????????ъо?ъ????????????儈??????а????????????????????ф??????ъ?????а????????л⑨????????????????????????????????????????????????????????????л??????л?????????н?????????????≤?????????????к????????????????????ㄎ????????????????っ?к?????????2022??й?????????ъ?????????ъ??????к?????????????????????????????ъл⑨???ㄟ????????????????ъ????↓??↓???????
4?
?????????????????н???????
2023?????????????н??????????????ъ????н???????????2023?а???ъ?
| ? | 3 |
亥
?24亥
????????к????????????????н???н??????
?
???????л⑨??????LCD
???????????????л⑨?????????ъ?????????
?????л⑨??????LCD
??????
??к???ъ????????????????????LCD?????????????л⑨??????LCD????????????ь??????2022??ь?TFT-LCD????76,039.00???㊣?AMOLED???1,125.00???㊣???LCD?1.48%???儈??2022??????“?????TFT-LCD???????亶?”?
?????????л⑨?????
??а?????л⑨???2022??????й?VD??????????????????????й?VD?????????????????????????????????亪???????ъ?????????????????????????仍??а??儈??????????????????????л⑨???
????ъ?????????
????▌?????ъ???????????л???????
?1?????ウ????Mini LED??????ウ
???????????Mini LED????????????儈?????Mini LED????儈??????????????ウ???????????????▌?????ъ?????
| ? | 4 |
亥
?25亥
?2??????ケ?????????儈??????????????
?????ウ??????儈??????????2022????????????????亩??????????????????????????????????????????????????????????????????????????????????????????????????儈?????????亩????н???????л??????????5%-12%???????亩???????????????儈??ㄎ???????儈ㄟ??????仍?
?3????ケ??????TAC亶???????????????
2023?3???????????儈????ъ????????????ウ??????TAC?й????????TAC??????????????????TAC?а????????PVA?????????????????PVA?н?????а????PVA?н?≤?????????????????????????????????ъ?TAC??ъ???????????????????????TAC?亶??ъ??????TAC???????????????????????????????TAC?о????ъ????????????????????а?ъ??????TAC?亩?????а???????????????ъ??????????????????????????????TAC????????OLED?????????亶????亶???ケ????????????LCD??亶??а?
| ? | 5 |
亥
?26亥
??
й
й???????????喴??????????????ъ????????????????????????
???????
??????????????仍?????л?
???з??%
亩?
| 2023-03-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | ||||
| ?仍 | ?? | ?仍 | ?? | ?仍 | ?? | ?仍 | ?? |
???
| 1,471.18 | 20.01 | 1,476.90 | 19.24 | 3,184.27 | 26.41 | 2,442.84 | 24.92 |
????
| 2,076.82 | 28.25 | 2,462.27 | 32.08 | 4,339.54 | 35.99 | 3,261.50 | 33.28 |
????
| 3,474.34 | 47.26 | 3,259.12 | 42.46 | 4,173.70 | 34.61 | 3,821.20 | 38.99 |
???
| 329.38 | 4.48 | 476.96 | 6.21 | 361.22 | 3.00 | 275.70 | 2.81 | |
| ?? | 7,351.73 | 100.00 | 7,675.25 | 100.00 | 12,058.73 | 100.00 | 9,801.24 | 100.00 |
??????????????仍???9,801.24з??12,058.73з??7,675.25з??7,351.73з???????????????????????????仍?????97.19%?97.00%?
93.79%?95.52%?
??喴?????
2023?3?31???????喴???л?
???з?
亩?
| ?喴1???? | ?喴??1?? |
??
| ?仍 | ?? | ?仍 | ?? | ||
| 1,415.48 | 19.25% | 55.70 | 0.76% | 1,471.18 |
????
| 2,057.10 | 27.98% | 19.73 | 0.27% | 2,076.82 | |
| 3,474.34 | 47.26% | 3,474.34 |
???
| 329.38 | 4.48% | 329.38 | |||
| ?? | 7,276.31 | 98.97% | 75.42 | 1.03% | 7,351.73 |
?????喴????仍???
2022?12?31???????喴???л?
| ? | 6 |
亥
?27亥
???з?
亩
亩?
| ?喴1???? | ?喴??1?? |
??
| ?仍 | ?? | ?仍 | ?? |
???
| 1,413.73 | 18.42% | 63.17 | 0.82% | 1,476.90 |
????
| 2,448.68 | 31.90% | 13.58 | 0.18% | 2,462.27 |
????
| 3,259.12 | 42.46% | 3,259.12 |
???
| 476.26 | 6.21% | 0.70 | 476.96 | ||
| ?? | 7,597.80 | 98.99% | 77.45 | 1.01% | 7,675.25 |
?????喴????仍???2021?12?31???????喴???л?
???з?
亩?
| ?喴1???? | ?喴??1?? |
??
| ?仍 | ?? | ?仍 | ?? |
???
| 3,160.95 | 26.21% | 23.31 | 0.19% | 3,184.27 |
????
| 4,330.89 | 35.91% | 8.65 | 0.07% | 4,339.54 |
????
| 4,173.70 | 34.61% | 4,173.70 |
???
| 359.98 | 2.99% | 1.24 | 0.01% | 361.22 | |
| ?? | 12,025.53 | 99.72% | 33.20 | 0.28% | 12,058.73 |
?????喴????仍???2020?12?31???????喴???л?
???з?
亩?
| ?喴1???? | ?喴??1?? |
??
| ?仍 | ?? | ?仍 | ?? |
???
| 2,418.19 | 24.67% | 24.66 | 0.25% | 2,442.84 |
????
| 3,261.50 | 33.28% | 3,261.50 | |||
| 3,821.20 | 38.99% | 3,821.20 |
???
| 275.64 | 2.81% | 0.07 | 0.00% | 275.70 | |
| ?? | 9,776.52 | 99.75% | 24.72 | 0.25% | 9,801.24 |
?????喴????仍??????????????????喴?1????????
99.75%?99.72%?98.99%?98.97%??喴?1??к??????
?????????????????????????????????????????????????????????????
| ? | 7 |
亥
?28亥
?????????????????????????????????
3?
??????
?????????о??ъ????????????л?
| 亩? | 2023-03-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 |
??、?
| 2.85 | 3.60 | 3.96 | 3.75 |
?伎??
| 5.70 | 5.52 | 6.24 | 6.40 |
й??
| 2.46 | 3.02 | 3.62 | 3.37 |
??儈?
| 4.31 | 4.68 | 7.66 | 7.96 |
????
| 3.62 | 6.22 | 7.63 | 10.32 |
仆?、?
| 3.28 | 4.73 | 5.63 | ||
| ?????? | 3.79 | 4.39 | 5.64 | 6.24 |
| ??? | 5.84 | 5.38 | 6.20 | 5.72 |
?1????????ък?????????2???ъ????2023??а????????????仍????????????3????????????????????????????????????????????5.72?6.20?5.38?5.84??????????儈???ъ??????≤??а??????????????????????а??????????????
???ъ??????
?????????о??ъ????????????????仍??????л?
| 亩? | 2023-03-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 |
| 3.85% | 4.28% | 5.41% | ||
| 12.82% | 12.37% | 13.26% | ||
| 4.25% | 4.16% | 5.59% | ||
| 20.72% | 6.80% | 6.92% |
????
| 1.78% | 1.44% | 2.38% | 1.04% |
仆?、?
| 1.32% | 1.89% | 3.77% |
?
| ? | 8 |
亥
?29亥
| 亩亩? | 2023-03-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 |
| ??? | 3.11% | 2.49% | 1.31% | 1.08% |
?1????????ък?????????2??A?к???????????????仆?、????2023?а????????
?????????????????仍???о?????仆?、????2022???2023?а???????????3%????о????????????、??й????????????????伎?????儈??????伎??????LED???LED???LED?????儈????????????????а?????????????о?伎?????儈???а?????а????????????????????????????????????о??ъ??????????????仍??????????????
?????????????????
??????????????????л?
???з?
亩?
| 2023-03-31 | 2022-12-31 | ||||
| ???仍 | ???? | ???? | ???仍 | ???? | ???? |
???
| 1,471.18 | 25.11 | 1.71% | 1,476.90 | 13.98 | 0.95% | |
| 2,076.82 | 138.67 | 6.68% | 2,462.27 | 116.85 | 4.75% | |
| 3,474.34 | 65.05 | 1.87% | 3,259.12 | 60.50 | 1.86% | |
| 329.38 | 476.96 | |||||
| ?? | 7,351.73 | 228.83 | 3.11% | 7,675.25 | 191.32 | 2.49% |
亩?
| 2021-12-31 | 2020-12-31 | |||||
| ???仍 | ???? | ???? | ???仍 | ???? | ???? | |
| 3,184.27 | 45.35 | 1.42% | 2,442.84 | |||
| 4,339.54 | 62.58 | 1.44% | 3,261.50 | 74.68 | 2.29% | |
| 4,173.70 | 50.09 | 1.20% | 3,821.20 | 31.47 | 0.82% | |
???
| 361.22 | 275.70 | |||||
| ?? | 12,058.73 | 158.02 | 1.31% | 9,801.24 | 106.16 | 1.08% |
?
| ? | 9 |
亥
?30亥
????????????????????1.08%?1.31%?
2.49%?3.11%????????????ъ?????1?——?
??????????????????????????л????????????????????????о?????????????????????????????????????????????????↓??????????????????????????????〾????仍???????????????????????↓????????????????????????????????????????????????〾????仍?????????????????????????????????????????????????????????????????????????????????а???????????????????亩?????????????????????????????????????????о??а??????????????????????????????ф??о??亩????????????????????????????????????????????仍???????????????????仍????????仍???????2022???2023?а?????????????????2021???2020???????????????????????????????1???л⑨?????ㄟ??ㄎ??????????????????????????2??????????????????????????儈??????????
| ? | 30 |
亥
?31亥
?к??????????????ъ?????1?——???????????????????????????????
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?о??ъ??????
????????????????????к??????????????????????????ъ??????ъ???????????о??????о??????????????л⑨?????????????????????????亶????儈???????????????????????????????亶??ъ?о???ъ?????ъ????
?????????????
?1??????????????????????
???о????????????????????????
| ? | 3 |
1亥
?32亥
??????а???л⑨?????????????????????????亶????儈??????????????????儈?????ㄎ????2????????????????ъ???л⑨????????????????っ???????????????????????к⑨????????????????????????????????а??к??????????????????????儈???????????????????????????????????????????????????????????ъ??
?3????????????????????2021?12?????????????????100%????????????????????????????2022????????ъ???1,035.03з??????134.30з?????ъ?????а???????
?
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?2??????????????????????????????????????????????????????????
| ? | 32 |
亥
?33亥
ъ???????????????????????????傜????????????????у????????????????????????????????????????????????????????????傼??????????3??????????????????????????????а???????????????????о??а?????????????????儈?????ъ??????????≤???????????????≤???к??????????????ъ??????????????????2022??2023?1-3???????????ъ??1,035.03з??216.44з?????????
2?
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???????喀????????????????????????????ク?????????????????????????????
?а??????喀??????????
????????????儈????????喀?????????⿱?????л??“??????”??????????2022?7????1,500з????????2022?10?????1,000з???????????2022?12?????2,500з????????526,313.97?????????6.39%?2023?1????
| ? | 33 |
亥
?34亥
?3,000з????????????2023?1?4???????????л??“??、???????????”??
?
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???2022?8?18????????????????????????й??????????????????????????????????????н??↓???????????仾????л???н?????2.4?????????????????????????????????????12?????????仍????????????┊?????????????亩???????????
??????????????????????/???仍?????????90??????????????仍н??仍????????????????仍???н??????仍???????????????????????仍????????????????????????а??й????
????????????90??????????????儈?????????????????????????????
| ? | 34 |
亥
?35亥
?к????????????????????
?
?й????????ク???
?????????喀???????????л??“喀?????”?????????ь??????99.90%????????0.10%?????????ъ????喀???????????????喀?????????20-50???????49????喀???????????↓????2022??????2,500з?????????2022?12??仍??????????????????????????????к??????????ъ?????????????????й????????????????????????俉????????????????к?????????????????????????????????????????????????????????????↓???????????????????????????????????????????????????????????????????????????????????⿱???????????ф???????????⿱???????????????2023??а???????????????????????????????????99.22%?????????????????????????????????????
????????????????????????????
?к?????喀??????????????ь???????а???喀???????1,600з????喀?????????、???206.00з???????2022?2?24??2025?
| ? | 35 |
亥
?36亥
2?24???л??“???????喀?????????”??????喀?????????????????????????儈???????????????????????????????????????????????????????????????喀???????????????????????????????????“??、???????????”о“???????喀?????????”????????亩?
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????????????????
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| ? | 36 |
亥
?37亥
?
???????仍??????????????ъ??
??????????????18?????????????ъ??????????????????а??н?????仍????????????н?????ъ???н????????????????2023?3?31????о???????????ъ???????、??仍???л????
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亩?
????
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?????????仍???
???????
| ???????? | |||
| 11,004.65 | 3,000.00 | 3.49% |
?????
| 305.97 |
а??????????
| 1,000.00 |
??????
| 626.44 |
??????
| 14,823.75 |
?????????
| 2,000.00 | 2,000.00 | 2.33% |
???????
| 203.50 | |||
| ?? | 29,964.31 | 5,000.00 | 5.82% |
?к?????????а????????仍?5,000.00з??н?????仍??????????????、???????л?
????????
?→2023?3?31????????????????11,004.65з???????л?
??
????
????
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| ?? |
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| 6,000.00 |
1.9%-3.2% 2023-3-20 2023-9-20
?
?????????????????
ǐ???
?????????
| 954 | 2,000.00 |
0.10%?
4.50%
2022-10-18 2023-10-16?
| ? | 7 |
亥
?38亥
?
??
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亴????
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喀?????????⿱???
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| 3,000.00 |
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2023-1-4
?
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к????3??????喀????????????????????????????????к??????????ъ?????????????????й????????????????????????俉????????????????к?????????????????????????????????????????????????????????????↓???????????????????????????????????????????????????????????????????????????????????⿱???????????ф???????????⿱????????仾????R3??仾??????????????????????????
??????
?→2023?3?31??????????????305.97з?????????????????????????н????????
| ? | 38 |
亥
?39亥
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