agºÍ¼Ç

À´Ô´£ºÓòÃûÖ÷»úÏä  £¬×÷Õߣº   £¬£º

°¥Ñ½Äã½²µ½Ï´»ç  £¬Î÷°²µÄÃŵÀÄÇÊǶàµÃÂѶ¼µø¡£ÄãÏëÏëÂï  £¬ÇØÁë½ÅϵÄÎ÷°²  £¬³ÔºÈÍæÀÖÊÇÂéֱȫÌ×  £¬ÌرðÊÇÏ´»ç  £¬½²µ½Õâµã¸ü×ÓÂÑÓÐÒâ˼¡£ÓÐЩµØ·½ÊDzصÃÂÑÔ¶  £¬ÓÐЩµØ·½ÃûÆøÏìµ½½Åֺͷ¶¼Ìý¹ý¡£Î÷°²Ï´»ç×îÀ÷º¦µÄµØ·½  £¬½ñÌì¾ÍÀ´¸úÄãϸϸ½²½²  £¬ÃâµÃÄã¸ãÂÑû¼û¡£

Î÷°²Ï´»ç¾¿¾¹ÊǸö¸ü×Ó£¿

ุúÄ㽲࣠ £¬Ï´»ç¾ÍÊÇÏ´Ôè¼ÓÉÏËÉ¿ª  £¬ÌýÆðÀ´ÂѼòµ¥  £¬µ«½²ÕæÎ÷°²ÕâЩµØ·½  £¬ÄÇÊÇûÂÑÀíµÄ½²¾¿¡£´óÔ¡³¡¡¢Ð¡×ãÔ¡¹Ý¡¢º¹Õô¹Ý  £¬Ò»¸ö±ÈÒ»¸öñ²µÃÂѶ¼µø¡£ÌرðÊÇÄÇÖÖ´øÍÆÄõĵط½  £¬½²ÕæµÄ  £¬Ë¬µ½ÂѶ¼µß¡£ÄãÒªÏþµÃ  £¬Î÷°²ÈËÏ´»ç²»¿ÉÊÇÏ´½à¾»  £¬Õվɽ²¾¿ÏíÊÜ¡£

Ïà¹ØÍ¼Æ¬

¼¸¸öÏ´»çµÄµØ±êÍÆ¼ö

Ïà¹ØÍ¼Æ¬

½²µ½Î÷°²Ï´»ç  £¬µÚÒ»Õ¾ßÖ  £¬ÂÑÊÇÒª¿Ë½ð»¨Â·ÄDZߵĴóÔ¡³¡¡£Äǵط½ÌýÈ˽²ÂÑ»ðÌÌ  £¬Çé¿ö¸ãµÃµð¸Ü  £¬Ð§ÀÍÒ²ÊÇÂѺúȵúÜ¡£È»ºóßÖ  £¬ÄϽ¼µÄ¼¸¸ö×ãÔ¡¹ÝÒ²ÊÇÒª´ò¿¨µÄ  £¬ÌرðÊÇÓмҽС°½ðÊÖÖ¸¡±µÄµØ·½  £¬ÍÆÄÃʦÊÖ·¨ÂéÖ±ÐÑÁú  £¬¸ãµ½ÄãÂÑÊæ·þµÃ²»Ïë×ß¡£

ÔÙ½²½²ßÖ  £¬±±½¼ÄDZßÓÐЩÀÏÅÆº¹Õô¹Ý  £¬ËäÈ»×°ÐÞûÄÇô»¨Í·  £¬µ«Ê¤ÔÚЧÀÍϸÖ¡£Ïñʲô¡°Ë®ÔƼ䡱  £¬Ìý˵ÅÝÔèµÄʱºò»¹ÄÜ¿´¸öÓ°Ï·  £¬ÂÑÊǸãµÃºÜÓиãÍ·¡£Äã½²ÊDz»ÊǸü×Ó£¿

ÐÑÁúµã£º¿Ë½ð»¨Â·ÄǼÒ×îºÃ´øÏÖ½ð  £¬Ìý˵ˢ¿¨ÓÐʱºò¸ãÂÑë»Ò  £¬ÃâµÃÄãµô¹«¹ê¡£

Ï´»çµÄ»¨Í·Ñ¼ÃǸãЩɶ£¿

°¥Ñ½  £¬½²µ½Õâ  £¬Ï´»çµÄµØ·½ÓÐʱºòÒ²ÓÐЩ¸ãʺ¹÷µÄ»¨Í·Ñ¼¡£ºÃ±ÈÓÐЩµØ·½×¨Ãź°Äã°ì¿¨  £¬½á¹ûÂÑÓö¼Ã»ÓÐ  £¬¸ãµÃÄãÀ˲ÙÐÄÇé¡ £ÁíÓÐЩµØ·½ÍÆÄÃʦ¸ãŨˮ  £¬Ð§ÀÍûÂÑÀí  £¬´ðÄã¶¼À§¡£¶ªÄÇÐÇ  £¬ÕâЩµØ·½ÄãÒª¶àÁôÐÄ  £¬ÃâµÃ¸ãÂÑû¼û¡£

²»¹ý½²»ØÀ´  £¬Î÷Äþ¾²µÄÏ´»çµØ·½ÕվɶàµÃÂѶ¼µø¡£ÄãÖ»ÒªÎÊÎÊÍâµØµÄÐÑéÏé­  £¬ÆßºÚ°ËºÚ¶¼ÄܸúÄã½²¼¸¸ö¿¿Æ×µÄµØ·½¡£ßÖ  £¬Ï´»çÂï  £¬¾ÍÊÇͼ¸öÂÑÊæ·þ  £¬±ð¸ãµÃ×Ô¼ºÏñÃÆÍ·¼¦Ò»ÑùËæ±ãÂÒÑ¡¡£


ÄǾ¿¾¹Òª¸ü×ÓÑ¡²Åû²È¿Ó£¿ÂÑÓö¼Ã»£¡Äã¾Í¼Ç×ÅÒ»µã£ºÓиãµÄµØ·½Ò»°ãÇé¿öºÃ  £¬Ð§ÀÍÒ²µð¸Ü  £¬¼ÛÇ®ÂïÖÐµÈÆ«ÉÏ  £¬±ð̰×ÔÖÆ  £¬ÃâµÃµôÄ㹫¹ê¡£

Î÷°²Ï´»ç, ´óÔ¡³¡ÍƼö, ×ãÔ¡¹Ý¹¥ÂÔ, º¹Õô¹ÝÌåÑé, ËÉ¿ªºÃÈ¥´¦

¡¶´óÁ¬ÏÖÄÇÕ¾ÏÎÅ®¶à¡·

¡°ÔÚʵ¼ÊÊÂÇéÖÐ  £¬Ã»ÓÐÐγɽÌÓý¡¢×éÖ¯¡¢ÃñÕþ¡¢ÎÄ»¯¡¢ÀÏÁäµÈ²¿·ÖЭͬÏàÖúµÄÊÂÇé»úÖÆ  £¬¸÷²¿·Ö·Ö¹¤ºÏÀí¡¢È¨ÔðÃ÷È·µÄÀÏÄê½ÌÓýÖÎÀíЧÀ͵ÄÌåÖÆÃ»ÓÐÂäʵµ½Î»¡£¡±Áõ¶¬Ã·Ëµ  £¬Í¬Ê±  £¬ÎÞÂÛ´ÓÉçÅöÃæÕվɴӶ¥²ã¶¼Ã»ÓÐ×öµ½Éç»á×ÊÔ´¹²Ïí  £¬Ã»ÓÐÐγÉͳһ¹æ·¶ÖÎÀíЧÀͱê×¼»ò»úÖÆ¡£

¡¶ÕÒ¸öСÃÃÀ´Ë¯¾õ¡·

È˹¤ÖÇÄܹ«Ë¾ÎªÁ˾ºÏàÀ©´óÊý¾ÝÖÐÐĹæÄ£ºÍЧÀÍÆ÷ÐèÇó  £¬»¹ÈÃÈ«ÇòÕ®ÎñˮƽѸËÙÔö¼Ó¡£ÉÏÖÜ  £¬°Í¿ËÀ³ÒøÐÐÐû²¼µÄÒ»·Ý±¨¸æÔ¤¼Æ  £¬2026ÄêÃÀ¹úÆóÒÃ÷Èծȯ¿¯ÐÐ×ÜÁ¿½«µÖ´ï2.46ÍòÒÚÃÀÔª  £¬½Ï2025ÄêµÄ2.2ÍòÒÚÃÀÔªÔö³¤11.8%¡£

¡¶À¥Ã÷Ô¼¿ì²Í¡·

ÉÏÖ¤±¨ÖйúÖ¤È¯ÍøÑ¶£¨¼ÇÕß ÂæÃñ£©ÔÆÒâµçÆøÍ¨¸æ  £¬¹«Ë¾ÄâʹÓÃ×ÔÓÐ×ʽðÒÔ¼¯Öоº¼Û½»Ò×·½·¨»Ø¹º¹«Ë¾²¿·ÖÈËÃñ±ÒÆÕͨ¹É£¨A¹É£©¹ÉƱ  £¬ÓÃÓÚʵʩԱ¹¤³Ö¹É¼Æ»®»ò¹ÉȨ¼¤Àø¡£±¾´Î»Ø¹º×ʽð×ܶµÍÓÚ1ÒÚÔªÇÒ²»Áè¼Ý1.5ÒÚÔª  £¬»Ø¹º¼Û¸ñ²»Áè¼Ý17Ôª/¹É¡£

¡¶¸ÓÖÝÀö·ã¾Æµê¿ì²Í300¡·

ÔÚ»ù×¼Çé¾°Ï  £¬¼ÙÉèDRAMоƬ¼Û¸ñÉÏÕÇ120%  £¬ÇÒ¹©Ó¦ÉÌÄܹ»´ÓÕû³µ³§£¨OEM£©½ÓÄÉ80%µÄÉÏÕDZ¾Ç®  £¬¸ÃÆóÒµµÄ2026ÄêEBITÔ¤¼Æ½«Ï»¬Ô¼5%-6%  £¬Ó¯Àû¹æÄ£Ö±½ÓËõˮԼ1-1.2ÒÚÅ·Ôª¡£È»¶ø  £¬ÔÚ¸üΪ»ÒÐĵÄÇé¾°Ï  £¬ÈôDRAMÕǼ۷ù¶ÈÀ©´óÖÁ200%  £¬ÇÒ±¾Ç®½ÓÄɱÈÀý½µÖÁ50%  £¬EBITÏ»¬·ù¶È½«ì­ÉýÖÁ24%  £¬Ó¯ÀûËõË®¹æÄ£¿É´ï4.8ÒÚÅ·Ôª  £¬½Ó½üÆäÔ­±¾EBIT¹æÄ£µÄÒ»°ë¡£

ÍøÕ¾µØÍ¼