5GQIDONGYIYOUQUEQIEMEIMU:22RIWANXIAOMIZONGCAILINBINFASONGLE5GWANGLUOXIADEDIYITIAOWEIBO,HUAWEIJINRIYEGONGBULEWEILAIDE5GZHEDIESHOUJIBINGSHAICHULEGONGSIDE22GEQUANQIU5GDINGDAN,SUIZHEGEKEJIJUTOUGONGBU5GZHUANLISHOUFEIBIAOZHUN,GUANFANGYOUMINGQUETICHUQUEBAOQIDONG5GSHANGYONG,XUEZILUODI,DAXIAOSHICHANGYILV。
HUACHUANGZHENGQUANYONG“ZHANGYEJIANGGUO,5GRENGSHIBUJUZHUXIAN”LAICHANSHUDANGQIAN5GDETOUZIXIANZHUANGYUJIHUI,QIDIANZITUANDUIRENWEI,TONGGUOCHANYELIANSHENDUDIAOYANDEZHI,SUI5GJIZHANDENGSHEBEITIHUANSHENGJI,SHANGYOUYUANQIJIANHUANJIEZHONGPCBZUIWEISHOUYI,YINGYONGZENGLIANGXIANZHU。SHENGYIKEJIYINJUYOUGAOPINPCBCAILIAOSHENGCHANNENGLIYULONGTOUYOUSHIMINGXIANDESHENNANDIANLUSHOUDAODUOJIAJIGOUTUIJIAN,ZHENGYEKEJI(300410)ZUOWEILIANGZHEDEGONGYINGSHANGYESHOUDAOGUANZHU。
5G带来600亿PCB增量机会
JINGCESUAN,5GWEIPCBBANDAILAIDEZENGLIANGJIHUICHAO600YI。CAITONGZHENGQUANYANBAOZHICHU,5GDAILAIDETONGXINJISHUYANJINZUIZHONGJIANGTIXIANZAITONGXINSHESHIDEHUANDAIHEZHONGJIAN,JINERBIRANWEIXIANGGUANDIANZIYUANQIJIANXINGYEDAILAIZENGZHANGJIHUI。
PCBBANZUOWEI“DIANZICHANPINZHIMU”,XIAYOUDESHENKEBIANHUAJIANGSHIDEPCBXINGYESHOUYI,5GJIANSHEWUYIJIANGCHENGWEIWEILAI2-3NIANNEIDAIDONGPCBCHANYEZENGZHANGDEZHONGYAODONGLI。
CONGZONGLIANGSHANGLAISHUO,SHOUXIAN5GYINFADEHUANJICHAODAIDONGPCBBANCHUHUOXUQIUJINGPEN,GONGXINBUYUJI5GSHOUJIJIANGYU2019NIANXIABANNIANKAISHITUICHU,KAOLVDAO5GSHOUJIQIANQIRENGXUJIANRONG4GQIENANDUBI4GSHOUJIGENGDA,SUOYIYUJI2022NIANGUONEISHOUJICHUHUOLIANGYOUWANGDADAO5.74YITAI,5GSHOUJICHUHUOLIANGDADAO1.44YITAI。
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ERCONGDANWEIYONGLIANGSHANGKAN,5GSHIDAIYOUYUXINXILIANGBAOZHAHEGAOCHUANSHUSULVDEXUQIUXIA,Massive MIMODEDAGUIMOYUNYONGDAOZHITIANXIANZENGJIA,DUIPCBBANJIANGCHANSHENGGENGDAXUQIU,PCBBANMIANJIZENGJIAERDAKAIGENGGUANGDEZENGZHANGKONGJIAN。
HAIYOU,YOUYU5GDEGAOPINDUANDAOBIPCBBANGAOPINHUA,MUQIANJIZHANTIANXIANZHULIUFANGANSHICAIYONGTANQINGCAILIAODEPCBBAN,QIJIAGEDAYUEWEI3000-6000YUAN/PINGFANGMI,PUTONGPCBJIAGEYUE1900YUAN/PINGFANGMI,DANWEIJIAZHILIANGTISHENG1.5-3BEI,DANBANJIAZHILIANGDAFUTISHENG。
LINGWAI,CONG2020NIANSHANGYONGQISUAN,WOGUO5GLIANJIESHUZHI2025NIANJIANGDADAO4.28YI,WUNIANFUHEZENGSUJIANGDADAO155.61%。SHUJUXUQIUJINGPENDAOBITONGXINSHEBEITISHENGSHUJUCHULIRONGLIANG,XIANGYINGPCBBANCAIYOUWANGXIANGDUOCENGHUAFAZHAN,JIAGEYEXIANGYINGTISHENG。
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正业科技双线布局PCB 跟随行业不断增长
GAOPINPCBSHI5GSHIDAIXIACUNZAIGANGXINGXUQIUJIHUIDEBANKUAI,GUONEIDUIGAOPINCAILIAODEYANFAZHELIAOLIAO,ERSHENGYIKEJIYOUYUSHOUGOUZHONGXINGHUACHENGPTFECHANPINWANZHENGPEIFANGERZHUJIANKAISHIYONGYOUSHENGCHANNENGLI;WOGUOXIAYOUCHANGSHANGCHENGBENGUANLINENGLIQIANG,JUBEIGAODUANPCBBANZHIZAONENGLI,BEIKAOQUANQIUTONGXINSHEBEILONGTOUCHANGSHANGHUAWEI,JIHUIBIJIAOQUEDING,JIANYIGUANZHUXIAYOUTONGXINPCBLONGTOUSHENNANDIANLU。
ZHENGYEKEJIZONGGONGCHENGSHIZHAOMINGHUIBIAOSHI,GONGSISHISHUANGXIANBUJU5GYINGYONG:BUJUPCBCAILIAOHOU,KAISHIZUOJIANCEYIQIBINGQUDEHENDADESHICHANGZHANYOULV,RANHOUJIANGMUGUANGMIAOZHUNPCBSHENGCHANSHEBEI,WEIXINGYETIGONGZHENGTIJISHUJIEJUEFANGAN。YOUYUGAOPINHUADAILAIDECAILIAOCHENGBENSHANGSHENG,CHANGSHANGGENGZHUZHONGTISHENGCAILIAOJIAGONGDEJINGXIDUHEJINGMIDU,ZHEIYESHIDEGONGSIWEILAIDECHANPINXIAOSHOUKONGJIANGENGWEIKUANGUANG。ZUOWEIJIGOUQIANGTUIDELIANGJIAPCBLONGTOUQIYEGONGYINGSHANGDEZHENGYEKEJI(300410)ZIRANYEZAISHOUYIZHILIE。GONGSIYANFA、SHENGCHAN、XIAOSHOUDEPCBJINGMIJIAGONGJIANCESHEBEI、PCBJINGMIJIAGONGFUZHUCAILIAOGUANGFANYONGYUPCBXINGYEDEZHONGSHANGYOU,YONGYOUSHENGYIKEJI、SHENNANDIANLU、CHAOSHENGKEJI、MINGYANGDIANLU、BOMINDIANZI、JIALIANYI、XINGSENKUAIJIE、XUNDAKEJI、WUZHUKEJI、CHONGDADIANLU、JINGWANGDIANZI、QINGDINGJINGMIDENGXINGYEZHIMINGKEHU。
CONGGONGSIFABUDEBANNIANBAOLAIKAN,GONGSIJIGUANGQIEGEJIDENGZHINENGZHUANGBEIDEJISHUSHENGJIHUANDAIZENGQIANGLEGONGSIZAIPCBXINGYEDERENKEDUHESHICHANGJINGZHENGLI,WEIGONGSIDAILAIYEJIZENGLIANG,BAOGAOQINEIPCBYEWUSHIXIANSHOURUYUE2.4YIYUAN,TONGBIZENGZHANG11.56%。
HUACHUANGZHENGQUANBIAOSHI,PCBXINGYECHIXUHUINUAN,GONGSIJINGENSHICHANGXUQIUKUODACHANNENG,JIJIYANFAXINCHANPIN,JIANGGENSUIXINGYEBUDUANCHENGZHANG。