天禄科技：大华会计师事务所(特殊普通合伙)关于苏州天禄光科技股份有限公司申请向特定对象发行股票的审核问询函的回复(修订稿)

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DaHua Certified Public Accountants?Special General Partnership?

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7-2-3

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????????仍???????? 106.16з??158.02з??

191.32з?? 228.83з??2021?12?27??????????

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7-2-4

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????????????LCD?????о??????儈????

2021?LCD??????儈?957??????2020????12.38%?2022????ъ???????л????й???????2022?9??????????????っ???WitsView??????????2023?6?к??32?/43?/55?/65????

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3

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7-2-5

?4亥

????33/58/109/150??/???2022?9?л???к?

26.92/23.40/36.25/41.51????????????????????

к??????????????????????????л━????ъ????????????????л??????????????????????ъ?????????????????????2022???2023????→??っ????↓??????↓????≤?????????ㄟ????????????????н????л??????????????

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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%?

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4

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7-2-6

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2?

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2023??1-3??		2022???		2021???		2020???
?仍	??	?仍	??	?仍	??	?仍	??

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13,359.10

98.22

64,213.49

98.34

87,145.02

97.93

70,645.00

98.61

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??	7,080.34	52.05	40,339.68	61.78	53,845.83	60.51	45,678.89	63.76
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	4,043.43	29.73	15,109.84	23.14	19,117.38	21.48	14,604.31	20.39
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974.87

7.17

4,493.13

6.88

7,680.34

8.63

3,900.84

5.45

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	437.17	3.21	2,052.88	3.14	2,616.79	2.94	3,307.93	4.62
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351.84

2.59

834.85

1.28

3,862.98

4.34

3,045.93

4.25

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471.45

3.47

1,383.11

2.12

21.71

0.02

107.09

0.14

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	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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5

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7-2-7

?6亥

??????????л??????????????????к????????????к???????????????????????????????????????????????к?亩?????????????к??????о????????????????????????????4?

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	8,301.22	74.49	40,568.99	76.60	52,126.03	77.01	39,617.01	79.85

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909.35

8.16

4,068.77

7.68

5,879.82

8.69

3,605.07

7.27

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1,456.10

13.07

6,087.68

11.49

6,989.93

10.33

5,622.59

11.33

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128.16

1.15

530.37

1.00

919.17

1.36

767.57

1.55

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	348.65	3.13	1,704.43	3.22	1,771.73	2.62	-	-
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??	1,622.66		7,049.83		9,706.91		6,754.87
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7-2-8

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2023??1-3??2022???

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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

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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

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2.03

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7-2-9

?8亥

?????????????ㄎ????????л??2023?1-3??MS?????????儈??????????2022????????2022??MMA?к⑨????????к??????2?о???????????????PMMA???MS??????оPMMA??????PMMA?????PMMA???

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?仍PMMA???????

PMMA???????

1.81

1.81

2.26%

2.26%

1.77

1.77

-2.75%

-2.75%

1.82

1.82

8.33%

8.33%

1.68

1.68

PMMA???????

PMMA???????

3.58

3.58

6.23%

6.23%

3.37

3.37

4.98%

4.98%

3.21

3.21

-3.02%

-3.02%

3.31

3.31

MS???????

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1.66

1.66

0.61%

0.61%

1.65

1.65

-4.07%

-4.07%

1.72

1.72

-10.88%

-10.88%

1.93

1.93

PMMA?????

PMMA?????

1.49

1.49

-7.45%

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1.61

1.61

-5.85%

-5.85%

1.71

1.71

17.12%

17.12%

1.46

?1?PMMA??????2mm??к??????????2mm?л?????2?PMMA??????Wind??3??????MS?????фMS?????????PMMA???PMMA??????MS?????

PMMA??а?????????≤??????≤???????⌒????2021??2022?????

1.46

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亥

7-2-10

?9亥

???о????⌒???а?????к??л??2023?1-3??????????к??о????⌒???????????н???????⌒????????儈????????????2022????????????????????к???PMMA?????MMA???????2022??MMA??????к??MMA?????儈?1.47з?/??????????????й??儈?≤??

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????MS?????2mm???????2021???2022??2023?1-3?⌒???оPMMA?????2021?MS??????о????⌒???????????????????62.68%????????儈?????а???о??????????????????ㄎ????????л??2023?1-3?⌒????????оPMMA??????????????????2022????????2022??MMA????к????????????????????????????????????????????????5.86?/

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2023?1-6?????????仍?н?��?????????л????

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2023

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??	1,125.11	1,115.42	1,118.56	1,145.02	1,242.99	1,282.59
??????		-0.86%	0.28%	2.37%	8.56%	3.19%

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2023?1-6?????ъ?????儈????????仍?????кっ?????仍?1??8,977.63з????6??10,474.81з?????1??1,125.11з????1,282.59з??

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2023

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1			3,711.00	27.28
2			2,068.40	15.21
3			1,580.42	11.62
4			1,284.32	9.44
5

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			939.15	6.90
??			9,583.29	70.46

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7-2-12

?11亥

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2022

仍??

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1

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			17,158.21	26.28
2

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			10,864.57	16.64
3

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			7,926.79	12.14
4

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			6,172.96	9.45
5

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			4,305.76	6.59
??			46,428.29	71.10

2021

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?ь?

1

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			25,719.45	28.90
2

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			12,792.91	14.38
3

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			11,247.89	12.64
4

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			8,492.05	9.54
5

??儈?

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			6,386.90	7.18
??			64,639.20	72.64

2020

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1

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			18,280.46	25.52
2

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			13,708.62	19.14
3

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			9,303.18	12.99
4

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			6,463.99	9.02
5

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			4,948.18	6.91
??			52,704.42	73.57

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亥

7-2-13

?12亥

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2023

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	5,177.42	-	4,208.33	-	18.72%	-
2023

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	4,308.51	-16.78%	3,571.62	-15.13%	17.10%	-1.61
2023

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	4,115.87	-4.47%	3,388.66	-5.12%	17.67%	0.57
2023

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	4,352.36	5.75%	3,889.27	14.77%	10.64%	-7.03
2023

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	5,004.61	14.99%	4,185.77	7.62%	16.36%	5.72
2023

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	5,343.44	6.77%	4,488.49	7.23%	16.00%	-0.36
2023

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	13,601.81	-	11,168.61	-	17.89%	-
2023

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	4,533.94	-	3,722.87	-	17.89%	-
2023

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	14,700.41	8.08%	12,563.53	12.49%	14.54%	-3.35
2023

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4,900.14

8.08%

4,187.84

12.49%

14.54%

-3.35

??2023?6??亴?????ъ??????ъ?????儈?2023????????亴??????4,900.14з????а????8.08%???????????1-2??????3????????っ????2023?6??3???29.83%?????2023?1-6?????????????16%?к??2023????????13.66%??????2023?4??????????10.64%???????о????????????????????131.78з?????????26.53з????≤??儈105.24з???????????2.42????????儈??

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2

亥

7-2-14

?13亥

??Acuity Brands Lighting, Inc.?????????????5.96з??????????132.64з???????????1.54?????????????2023?1-6??????っ???2022????????????к?????????っ?????????2023?1-6??????っ???2022???????????

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2022???

2021???

2020???

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13,601.81

-31.89%

65,300.23

-26.62%

88,989.07

24.22%

71,640.10

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11,168.61

-29.36%

53,048.36

-21.67%

67,728.39

36.37%

49,665.78

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2,433.20

-41.52%

12,251.87

-42.37%

21,260.68

-3.25%

21,974.32

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17.89%

-2.94

18.76%

-5.13

23.89%

-6.78

30.67%

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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

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3

亥

7-2-15

?14亥

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2021??????ъ????24.22%?????????????????ㄟ?????????2021??????????????????л???儈??????л⑨?????ъ丙??????????????ㄟ?????????ъ???????

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4

亥

7-2-16

?15亥

???2021?????儈???

2021??????л?6.78?????????????????????????????????ъ????????????2020??ъ???????????????28.88%??2021?????ъ????儈?????????仍?????????????????????????????????????л━?????л??????????к????ь????????????????л?14.28%?????っ???2?2022?ъ??????2022??????ъ????л?26.62%???????????????????ㄟ?????????????????????????2022???????л?????ㄟ????л??????ㄟ??????????????????????????ъ?????????Omdia?????LCD IT????2022?а???????????80%?2022?л??????50%????н????????????????2022?н??????????????а????

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2023?1-3?????ъ????л?31.89%????????2022????????15.66%???????ъ?2022??????л????????????ㄟ?????????????

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15

亥

7-2-17

?16亥

???????????????↓??????LCD IT?????2022????????н?50%?亴?2023????????60%??????2022????ъ???л?????ъ????л?????2023????ъ?????儈????ъ?????儈?2023?1-3??2022??????л?0.87??????2022?1-3?л?2.94????????2022????ъ???????л????й??????2022?9??????????????っ???????????л━?????????2022???2022?1-3???л??

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6

亥

7-2-18

?17亥

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2023??1-3??

2022???

2021???

2020???

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??

?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

????

??

41,739.95

-25.56%/-12.64%

167,164.40

-12.01%

187,288.11

15.39%

							168,372.85
???	13,601.81�お�	-31.89%/15.66%�お�	65,300.23	-26.62%	88,989.07	24.22%	71,640.10

?1????????ък????????

?2??→???????仆?、????2023?а?????????н??а????????????

?3???、???伎???й??????????ъ????????????LCD???ъ??ъ?????俆?к?????????????????LCD?ъ???????

?

7

亥

7-2-19

?18亥

????????ъ??????о??ъ????????????а???2021????о??ъ?????ъ??????????????????????15.39%?о????24.22%????????ъ?????仆?、??ъ??л??о???????????ъㄎ?????ъ???????????????2022????о??ъ?????ъ????????л?????????????12.01%?о????26.62%????2023?1-3????о??ъ?????ъ????????л?????????????25.56%?о????31.89%??????????ъ????????????????儈????????ъ???????ъ??????????????????ъ???л━??????????儈???????2022??????????????

24.52%?о??????15.66%???

?2????????????????

?????????ъ???????????????????????л????

???з?亩

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

?伎??

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

仆?、?

-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
??	1,586.40

-64.75%/5.86%

8,379.55

-66.31%

					16,369.66		15,585.27
???	422.77	-79.18%/133.09%	2,724.86	-70.49%	9,233.74	-16.57%	11,067.10

?1????????ък????????

?

18

亥

7-2-20

?19亥

?2??→???????仆?、????2023?а?????????н??а????????????????????????????????????о??ъ????????????а???2021????о??ъ?????????????????????????л?????????????2.99%??????16.57%????????????й????188.91%??儈?????й?????儈????????й???????????IPO??亩?嗉????2021?л?????????????2022????о??ъ???????????????????????л?????????????66.31%?о????70.49%????2023?1-3????о??ъ???????????????????????л?????????????64.75%?о????79.18%???????2023?1???????????????????к???????????ъ????????????????儈????????ъ???????ъ??????????????????ъ???л━??????????儈???????????103.56%?о??????133.09%???о??ъ???????а???к????????????о??ъ??????а??2?

???⌒???????

?????????н????????????????????????????????л?

?1?2023?1-3?

????

??/???

?????????

????

???????仍

?з??

????????

9.47

15.00%

282.58

66.84%

?

?

亥

7-2-21

?20亥

?

????

??/???

?????????

????

???????仍

?з??

????????

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???/????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??

??/???

????

?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%

?

?

0

亥

7-2-22

?21亥

?

????

??/???

?????????

????

???????仍

?з??

????????

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????????????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????

?

亥

7-2-23

?22亥

?????1?LCD???????Liquid Crystal??а??????????????????????????????????????????????л????????????????????????????к??????????????????????????????????????????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??????????????????????????????

?

2

亥

7-2-24

?23亥

????????????????????????????????????????????????????????????????????????????????????????????????????????OLED??儈???儈????儈???????????????????????????????????????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???????????

?

3

亥

7-2-25

?24亥

????????????????????????????????????????????к???LED?????????儈нл???????ъ???????????LCD?OLED?????亶????????????????????????????儈????OLED??????????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

?

4

亥

7-2-26

?25亥

???????ъ↓?????5G?????????????ъ?????????????????ク???????????????????????????????↓?н??????????????勌????????ъ?ㄟ???????????2????????????亴????????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??

?

25

亥

7-2-27

?26亥

??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????→??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????

?

6

亥

7-2-28

?27亥

????LCDъ???????о??????LCD???????????ф?????????????????????LCD?????っ????????ㄎ???????2022????????л?????????????????????????????????????????????????????????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?????????????????????????

?

7

亥

7-2-29

?28亥

???????????й????????????????????????????????????????2023????5G??????????????????????????????????5G????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????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??????????????????????????

?

28

亥

7-2-30

?29亥

???ъл⑨???ㄟ????????????????ъ????↓??↓???????

4?

?????????????????н???????

???ъ?????儈???????????????н???н???????????л??1?л⑨?ъ????????????????????????????????????????2023?а?????????284,997????н??????????4.5%??к????????2.2%?2022?11????????????85.5???2023?3????????94.9????ъ?2022??????л????????????ㄟ????????????????????????????↓???????Omdia?????LCD IT?????2022????????н?50%?亴?2023????????60%?

?????ъл⑨???ㄟ????????2022??????????????????ъ????↓??↓???????

?2?н????????

?2023?1????н???????????????????????????↓??

?3???????????

2023?1-6????л⑨?ъ??????н?????????????????↓???????仍?2023?1???8,977.63з?っ????6???10,474.81з?????16.68%???а?????ъ??13,601.81з?????亴??14,700.41з????

?

亥

7-2-31

?30亥

8.08%???亴????4.6%?????????

?4??????????????????????儈???????????????????????????????????????????????????????????????儈??????????????5%?к?????????????儈ㄟ???????????????????≤??儈?2023?а??????????209.50з??????45.60%?2023?????????亴??????530з??????153%?????儈????????????ъ???????????к?2023?????????????н??????????????ъ????н???????????2023?1-6????????????????????????????????????????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??

?

30

亥

7-2-32

?31亥

????????????????????й?VD?????????????????????????????????亪???????ъ?????????????????????????仍??а??儈??????????????????????л⑨???

3?

????ъ?????????

????▌?????ъ???????????л????????1?????ウ????Mini LED??????ウ???????????Mini LED????????????儈?????Mini LED????儈??????????????ウ???????????????▌?????ъ??????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??????

?

3

亥7-2-33

?32亥

??????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???

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???????????

?

32

亥

7-2-34

?33亥

????????????????仍?????97.19%?97.00%?

93.79%?95.52%?

2?

??喴?????

?1????喴??????????????喴???л?

???з??%

?喴

	2023-03-31		2022-12-31		2021-12-31		2020-12-31
	?仍	??	?仍	??	?仍	???	?仍	??
1

???

7,276.31

98.97

7,597.80

98.99

12,025.53

99.72

9,776.52

99.75

??

?

75.42

1.03

77.45

1.01

33.20

0.28

24.72

0.25

??

7,351.73

100.00

7,675.25

100.00

12,058.73

100.00

9,801.24

100.00

?????喴????仍?????????????喴?????1??????????????98%?к????喴?????

?2????、??喴??????????????、??喴???л?

???з?

亩??2023

?

???	?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

亩??2022

?

12????	?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

亩??2021

???	?喴1????	?喴??1??

??

?仍

??

?仍

??

?

?

33

亥

7-2-35

?34亥

???

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

亩??2020

???	?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??к????????????????????????????????????????????????????????????????????????????????????????????????????

??????

?????????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
		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??????????????????????????????

?

34

亥

7-2-36

?35亥

??????????????5.72?6.20?5.38?5.84??????????儈???ъ??????≤??а??????????????????????а??????????????

4?

???ъ??????

?????????о??ъ????????????????仍??????л?

亩?

2023-03-31

2022-12-31

2021-12-31

2020-12-31

??、?

3.85%

4.28%

5.41%

?伎??

12.82%

12.37%

13.26%

й??

4.25%

4.16%

5.59%

??儈?

20.72%

6.80%

6.92%

????

1.78%

1.44%

2.38%

1.04%

仆?、?

		1.32%	1.89%	3.77%
??????	1.78%	7.40%	5.31%	6.00%
???	3.11%	2.49%	1.31%	1.08%

?1????????ък????????

?2??A?к???????????????仆?、????2023?а????????

2020-2022??????????????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??????????????

?

35

亥

7-2-37

?36亥

5?

?????????????????

??????????????????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%

????????????????????1.08%?1.31%?

2.49%?3.11%????????????ъ?????1?——?

??????????????????????????л???

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?

36

亥

7-2-38

?37亥

????????亩?????????????????????????????????????????о??а??????????????????????????????ф??о??亩????????????????????????????????????????????仍???????????????????仍????????仍???????2020???2021??????????????????1.08%?

1.31%?????っ?ф???????????ъ????????

????っ???????≤??儈?2020??2021???ъ?????20%?к?????????????????????????

2022????????????????2.49%????2021?????儈????????1?2022??????л⑨?????ㄟ??ㄎ????????????????2022???ъ????л?4.81?????17.52%?????????????????2?2022???????38.09%???????????????????儈????????????????

2023?а?????????????????3.11%?о2022???????儈???н??????ъ???????っ???????ъ??????л?0.93???????っ??????????????????а?????????

?к??????????????ъ?????1?——???????????????????????????????

?

7

亥

7-2-39

?38亥

?

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?а?????ъ???????????????????о??ъ???????????????????

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?о??ъ??????

????????????????????к??????????????????????????ъ??????ъ???????????о??????о??????????????л⑨?????????????????????????亶????儈???????????????????????????????亶??ъ?о???ъ?????ъ????

?????????????

?1??????????????????????

???о??????????????????????????????а???л⑨?????????????????????????亶????儈??????????????????儈?????ㄎ???

?

38

亥

7-2-40

?39亥

?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??????????????????????????????????????????????????????????ъ???????????????????????????傜????????????????у????????????????????????????????????????????

?

亥

7-2-41

?40亥

????????????????傼??????????3??????????????????????????????а???????????????????о??а?????????????????儈?????ъ??????????≤???????????????≤???к??????????????ъ??????????????????2022??2023?1-3???????????ъ??1,035.03з??216.44з?????????

2?

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????????????儈????????喀?????????��?????л??“??????”??????????2022?7????1,500з????????2022?10?????1,000з???????????2022?12?????2,500з????????526,313.97?????????6.39%?2023?1?????3,000з??????????2023?6?29??????????975,609.75?,???????6.74%????????????????????????????????喀????????

?

40

亥

7-2-42

?41亥

???л???喀?????ā????????????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????

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?

4

亥7-2-43

?42亥

?к????????????????????

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99.90%????????0.10%?????????ъ????喀?

??????????????喀?????????20-50???????49????喀???????????↓????2022??????2,500з?????????2022?12??仍?????2023??????3,000з?????????2023?6??仍???

???????????????????????????к??????????ъ?????????????????й????????????????????????俉????????????????к?????????????????????????????????????????????????????????????↓???????????????????????????????????????????????????????????????????????????????????��???????????ф???????????��???????????????2023??а???????????????????????????????????99.22%?????????????????????????????????????

????????????????????????????

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?

42

亥

7-2-44

?43亥

??、???206.00з???????2022?2?24??2025?2?24???л??“???????喀?????????”??

????喀?????????????????????????儈???????????????????????????????????????????????????????????????喀???????????????????????????????????“??、???????????”о“???????喀?????????”????????亩?

?“???????喀?????????”???、??????????????喀???????ク?????????????????????????????????л?亩?

1?“??、???????????”о“???????喀?????????”????????亩????????喀?????????????喀?????????????н?????????、???????、?н?????????????“???????喀?????????”??????????????????????????н????????、???????喀????????н??“???????喀?????????”???、????????

2??к????????亩???????????????????о喀??????????????????????н???????亩?н?????????????????????????????????

3???、??????????????о喀?????????????????????н???????▌????

?

43

亥

7-2-45

?44亥

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11,004.65

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3,000.00

3.49%

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305.97

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44

亥

7-2-46

?45亥

亩

亩?

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626.44

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14,823.75

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2.33%

2,000.00

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	203.50	亴?????亴????
??	29,964.31		5,000.00	5.82%

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????????

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	6,000.00

1.9%-3.2% 2023-3-20 2023-9-20

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2,000.00

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4.50%

2022-10-18 2023-10-16?

喀?????????��???

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3,000

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6.74%

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2023-1-4 2023-6-29?

?1?喀?????????��?????2023?6?29??仍???6.74%?????????

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к????1???2???????????????????

?

45

亥

7-2-47

?46亥

к???????仾???????????????н??“??⌒??ф仾??儈?????”?н????????к????3??????喀????????????????????????????????к??????????ъ?????????????????й????????????????????????俉????????????????к?????????????????????????????????????????????????????????????↓???????????????????????????????????????????????????????????????????????????????????��???????????ф???????????��????????仾????R3??仾??????????????????????????????2023?6?29??仍???????3,000з喀?????????��??????????????????к??????

2?

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?→2023?3?31??????????????305.97з?????????????????????????н????????

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?

46

亥

7-2-48

?47亥

4?

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亩?

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82.43

亴???��

417.08

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	126.94
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????	2018-12-06
??????	2,000.00зз?

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2022

?????

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з????、???

187.5

з???

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2022?5????????2,000.00з????、???187.5з?????????????2.02%??、????????????????????????????????о??、???ъ???????????????ъ?кл⑨????????????????ъ????????、????????????????2023?3???????????????????????

?

47

亥

7-2-49

?48亥

2,000.00з?????????仍?1.97%?

7?

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??2023?3?31???????????????203.50з???亴?????亴?????????????????н????????

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2023

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3,000.00

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2023

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2023

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2,000.00

н??3% 2022

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48

亥

7-2-50

?49亥

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4

亥7-2-51

?50亥

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?

50

亥

7-2-52

?51亥

?ъ?????н???????????2023?а???ъ?????????к????н????????????ъ???л━仾???????????????о??ъ??????а???????н????л???????????????2022??2023?1-3??????а????????????2020??2021?????????儈н?30%?2?????OLED?Mini LED?Micro LED?????н?????LCD???????ъ?????????????н???????????????????????????н???н??????л⑨??????LCD??????????????????л⑨???2022??????й?VD???????????????????????????Mini LED??????ウ?н??????????????TAC?亶??????ъ????亶????????????ъ?????3??????????????????????????????????????????喴???1????????????????儈???ъ??????≤??????????о??ъ??????????????仍???????????????????ъ?????1?——???????????????????????????????

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5

亥

7-2-53

?52亥

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52

亥

7-2-54

?53亥

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53

亥

7-2-55