agºÍ¼Ç

À´Ô´£ºËijå³Ì´òÒ©»ú  £¬×÷Õߣº  £¬£º

ุúÄ㽲࣠ £¬ÏÌÑôÕâ¸öµØ·½  £¬×Ô´Ó´ºÔË¿ªÊ¼ºó  £¬Â·ÉϳµÁ÷ÈËÁ÷¼òÖ±ñ²µÃÂѶ¼µø¡£ÒªËµËÉ¿ª½âѹ  £¬×ãÔ¡ÍÆÄÃÄÇÊÇÊ×µ±Æä³åµÄÑ¡Ôñ  £¬ÓÈÆäÊÇÍâµØÏï×ÓÀïµÄÄÇЩ¹Ý×Ó  £¬²ØµÃÉî  £¬Î¶µÀÈ´µð¸ÜµÃºÜ£¡½ñÌìßÖ  £¬ÎÒÃǾÍÀ´´µ´µÏÌÑô×ãÔ¡ÍÆÄÃÏï×Ó  £¬¿´¿´ÕâЩµØ·½´ºÔËÆÚ¼äÓÐÄÄÐ©ÌØÉ«ºÍ½²¾¿¡£

ÏÌÑô×ãÔ¡ÍÆÄÃÏï×ӵġ°Ã¨t¨¤i¡±µØ´ø

Ïà¹ØÍ¼Æ¬

½²µ½ÏÌÑôµÄ×ãÔ¡ÍÆÄà  £¬ßÖ  £¬×î×ÅÃûµÄµØ·½¾ÍÊÇÄÇЩ²ØÔÚÏï×ÓÀïµÄ¹Ý×Ó¡£ÄãÏþµÃû  £¬ÕâЩµØ·½Í¨³£ÃÅÃæ²»Ëã´ó  £¬µ«Ð§ÀÍÂÑºÃµÃºÜ  £¬¼¼Ê¦µÄÊÖ·¨¿ÉÒÔ˵Âé·³ÂѶ¼µß¡£ÏñÔÚ±±¹ØËÄÖܵÄÏï×ÓÀï  £¬Óм¸¼Ò×öµÃÌØ±ðϸÄå  £¬×ãÔ¡ÍêÁË»¹ÄÜ˳±ãÍÆÄü羱  £¬Õû¸öÈËˬµ½ÂѶ¼µø¡£

²»¹ý࣠ £¬Ïï×ÓÀïÒ²ÓÐЩ¹Ý×ÓÊôÓÚ¡°°ÇÀô¬¡±µÄÀàÐÍ  £¬×öµÃÌÂÈû  £¬¼Û¸ñ»¹¹óµÃñ²µÃÂѶ¼µø¡£ÄãÒªÊÇûÐÅ¿ËÊÔÏÂ×Ó  £¬¿ÉÄܾ͵ôÄ㹫¹ê¡£ÒªÑ¡¹Ý×Ó  £¬×îºÃÕÒÊìÈËÍÆ¼ö  £¬»òÕß¶à¿´¿´ÆÀ¼ÛÔÙ¾ö¶¨¡£

´ºÔËÆÚ¼äµÄ¹Ý×ÓÑ¡Ôñ¼¼ÇÉ

´ºÔËÈ˶೵¼·  £¬ÓÈÆäÊÇÄÇЩÏï×ÓÀïµÄ×ãÔ¡¹Ý  £¬Î»ÖýôÕŵÃÂÑë»Ò¡£ÒªÏë²»²È¿Ó࣠ £¬¼Ç׿¸¸öÐÑÁúµã£º

ÐÑÁúµã£º¿ËÄÇ¿­×îºÃ¼°Ôç  £¬Ã»È»ÂѼ·ÈË  £¬Ã«¶¼Ãþûµ½¡ £ÁíÓÐ࣠ £¬Ñ¡¼¼Ê¦¿ÉÒÔÌáǰԤԼ  £¬Ãâ»ñµÃÁËûµÃÈ˸ãÄã¡£

ÁíÍâ࣠ £¬´ºÔËÆÚ¼äÓÐЩ¹Ý×Ó»áÍÆ³öÌײÍÓÅ»Ý  £¬ËäÈ»¿´ÆðÀ´ÓÕÈË  £¬µ«ÄãÒªÊǶ®ÂÑû  £¬¿ÉÄÜ»á¸øÄã¸ãŨˮ  £¬Ð§ÀÍ´òÕÛ¿Û¡£ËùÒÔ  £¬×îºÃÖ±½ÓÎÊÇå³þϸ½Ú  £¬ÃâµÃÀ˲ÙÐÄÇé¡£

ÌØ±ðÌåÑ飺×ãÔ¡Ö®ÍâµÄ¡°»¨Í·Ñ¼¡±Ð§ÀÍ

Ïà¹ØÍ¼Æ¬

ุúÄã½²  £¬ÏÌÑôµÄ×ãÔ¡¹Ý×ÓÓÐЩ»¹Ìá¹©ÌØ±ðÌåÑé  £¬ºÃ±È×ãÔ¡¼ÓÅݽÅÒ©°ü  £¬¸ãµÃÂÑ»ðÌÌ  £¬¿°³Æ´ºÔ˽âѹÉñÆ÷¡ £ÁíÓÐЩ¹Ý×Ó»á¼ÓÍÆ¼ç¾±ÍÆÄà  £¬ÈÃÄãÕû¸öÈËÂéÖ±µÃÏñ¸Õ˯ÐÑ¡£ßÖ  £¬ÕâÖÖЧÀÍËäÈ»¼Û¸ñÉÔ¸ß  £¬µ«È·ÊµÖµÂѵÄ¡£

²»¹ý࣠ £¬ÓÐЩµØ·½µÄ¡°»¨Í·Ñ¼¡±Ð§ÀÍ´¿ÊôàåÍ·  £¬×öµÃÂÑÓö¼Ã»ÓÐ  £¬¸úÆÕÍ¨ÍÆÄÃÃ»É¶Çø±ð  £¬¸ãŨˮ¡£ËùÒÔ  £¬Ñ¡¹Ý×ÓÕվɵòÁÁÁÑÛ¾¦  £¬±ð±»ÆßºÚ°ËºÚµÄ¹ã¸æÃÔÁË¡£


ÄǾ¿¾¹Òª¸ü×ÓÑ¡²Åû²È¿Ó£¿ÂÑÓö¼Ã»£¡Äã¾Í¼Ç×ÅÒ»µã£ºÏï×ÓÀï²ØÁúÎÔ»¢  £¬Ñ¡ÊìÈËÍÆ¼öµÄµØ·½  £¬¼¼Ê¦¿¿Æ×  £¬Ð§ÀÍϸÄå  £¬²ÅÊÇÕæÕýµÄµð¸ÜÌåÑé¡£

ÏÌÑô×ãÔ¡ÍÆÄÃ, Ïï×Ó¹Ý×ÓÍÆ¼ö, ´ºÔ˹¥ÂÔ, ×ãÔ¡½âѹ, ´ºÔËÍÆÄÃÌåÑé

Ïà¹ØÍ¼Æ¬

¡¶400¿éÇ®ÉÏÃÅЧÀÍ4¸öСʱ¸ß°²¡·

оƬ¹É×ßÇ¿  £¬ÌìÊýÖÇо(09903)ÕÇ22.51%  £¬ASMPT(00522)ÕÇ6.29%  £¬Ó¢ÅµÈü¿Æ(02577)ÕÇ5.14%  £¬»ªºç°ëµ¼Ìå(01347)ÕÇ3.21%¡£×òÒ¹  £¬ÃÀ¹ÉоƬ¹ÉÆÕÕÇ  £¬·Ñ³Ç°ëµ¼ÌåÖ¸ÊýÕÇ3.18%  £¬Ë¢ÐÂÀúÊ·ÐÂ¸ß  £¬Ó¢ÌضûÕdz¬11%  £¬³¬Íþ°ëµ¼ÌåÕÇÓâ7%  £¬ÃÀ¹â¿Æ¼¼Õdz¬6%¡£TrendForce¼¯°î×ÉѯÔÚ×îеı¨¸æÖÐÖ¸³ö  £¬±¾Âִ洢оƬÕǼ۲¢·Ç¶ÌÆÚÊг¡ÇéÐ÷Çý¶¯  £¬¶øÊÇÓÉ¡°ÏȽøÖƳ̲úÄÜÊÜÏÞ¡±Óë¡°AIЧÀÍÆ÷ÐèÇó¸ÕÐÔÔö³¤¡±Ë«ÖØÒòËØÅäÏàÖúÓà  £¬ÆäÁ¬ÐøÐÔÃ÷ÏÔÇ¿ÓÚÀúÊ·ÖÜÆÚ¡£Òø»ª»ù½ð¾­Àí·½½¨ÌåÏÖ  £¬ÖйúµÄ¿Æ¼¼¹ÉÐÐÇé¸Õ¸Õ¿ªÊ¼  £¬°ëµ¼ÌåÊǿƼ¼¹ÉµÄÖмáÁ¦Á¿  £¬Ä¿½ñ¹ú²ú»¯ÈÔÊǺ£ÄÚ°ëµ¼ÌåÁìÓò×îÈ·¶¨µÄͶ×Êʱ»úÖ®Ò»¡£Õ¹Íû2026ÄêÒ»¼¾¶È  £¬ÈÔ½«Öزֵ͹ÀÖµ¡¢¸ßÉú³¤¡¢´ó¿Õ¼äºÍǿȷ¶¨ÐԵİ뵼Ìå¹ú²ú»¯±êµÄ¡£Í¬Ê±ÃÜÇйØ×¢²¢»ý¼«ÅäÖûù±¾ÃæÈ·¶¨ÐÔÊÜÒæÓÚAIÀ˳±µÄÏà¹ØÐ¾Æ¬Éè¼ÆºÍÖÆÔ칫˾¡£

¡¶¹þÃÜÆ·²è¡·

֤ȯÈÕ±¨ÍøÑ¶ 1ÔÂ19ÈÕ  £¬ÆæµÂвÄÔÚ»¥¶¯Æ½Ì¨»Ø¸²Í¶×ÊÕßÌáÎÊʱÌåÏÖ  £¬¹«Ë¾ÒÑÅû¶2025ÄêÄê¶ÈÒµ¼¨Ô¤¸æ  £¬Ô¤¼Æ2025ÄêÈ«Äê¶ÈʵÏÖ¹éÊôÉÏÊй«Ë¾¹É¶«¾»ÀûÈóԼΪ1800ÍòÔª-2080ÍòÔª  £¬±ÈÉÏÄêͬÆÚÔö³¤Ô¼Îª107.21%-139.44%¡£±¨¸æÆÚÄÚ¹«Ë¾´óÁ¦ÍƽøÑз¢Á¢ÒìÓ빤ҵÉý¼¶  £¬½ô½ôÕÆÎÕº£ÄÚ¹¤Òµ×ªÐÍÉý¼¶ÒÔ¼°ÐÂÄÜÔ´Æû³µ¸ß¶Ë»¯¡¢ÇáÁ¿»¯Éú³¤µÄÕ½ÂÔÆõ»ú  £¬»ý¼«ÍØÕ¹ÍâÑóÊг¡  £¬¸÷ÏîÕ½ÂÔÄ¿±êµÃÒÔÎȲ½Íƽø¡£¹«Ë¾ÏÂÓÎÓ¦ÓÃÁìÓòÓë¿Í»§½á¹¹½øÒ»²½ÓÅ»¯  £¬Æû³µÓ¦ÓÃÁìÓò³ÉΪµÚÒ»´óÊÕÈëÀ´Ô´  £¬¸ß¶ËÌØÖÖ¹¤³ÌËÜÁÏÒµÎñÁ¿Á¬ÐøÔö³¤  £¬ÍâÑó²úÄܲ»¾øÌáÉý  £¬Òµ¼¨Ôö³¤ÌåÏÖÍ»³ö £»Ì¼ÏËÎ¬ÖÆÆ·ÒµÎñ¿ª·¢½á¹ûÏÔÖø  £¬Ð¿ͻ§ÓëвúÆ·µ¼Èë½ø³Ì¼ÓËÙ¡£Í¬Ê±  £¬¹«Ë¾ÊµÊ©È«ÃæÖÊÁ¿ÖÎÀí  £¬ÓÐÁ¦Íƶ¯Ó¯ÀûˮƽÎȲ½ÌáÉý  £¬ÕûÌåʵÏÖÁËÀûÈóµÄ½Ï´ó·ù¶ÈÔö³¤¡£¹«Ë¾ÖÎÀíÍŶÓÖÂÁ¦ÓÚͨ¹ýÎȽ¡¾­ÓªÓëÕ½ÂÔ¾Û½¹  £¬ÎªÍ¶×ÊÕß´´Á¢ºã¾Ã¼ÛÖµ¡£

¡¶»´°²ÄÄÀïÓÐЧÀÍ¡·

¿ªÔ´Ö¤È¯ÆÊÎöʦ³ÂêØÒ²ÈÏΪ  £¬ÆóÒµ¶ËÐÂÔö´û¿îͬ±È¶àÔö5800ÒÚÔª  £¬¶ÌÆÚ¡¢Öкã¾Ã´û¿î¾ùͬ±È¶àÔö  £¬ÐÂÐÍÕþ²ßÐÔ½ðÈÚ¹¤¾ßͶ·ÅÒÑ¶ÔÆóÒµ´û¿îÐγÉÖ§³Å  £¬12ÔÂÖÆÔìÒµPMIÖØ»ØÀ©ÕÅÇø¼ä  £¬ÆäÖÐÉú²úÖ¸ÊýΪ51.7%  £¬Ð¶©µ¥Ö¸ÊýÖØ»ØÈÙ¿ÝÏßÉÏ·½  £¬¶¼ÒÑÌåÏÖÆóÒµÔ˶¯²úÐèÍúÊ¢  £¬¾­Óª»îÔ¾  £¬À­¶¯ÆóÒµ´û¿îͬ±È¶àÔö¡£

ÍøÕ¾µØÍ¼