{"id":745402,"date":"2026-03-14T01:43:57","date_gmt":"2026-03-13T17:43:57","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=745402"},"modified":"2026-03-14T01:43:57","modified_gmt":"2026-03-13T17:43:57","slug":"3%e6%9c%8813%e6%97%a5%e6%99%9a%e9%97%b4%e4%b8%8a%e5%b8%82%e5%85%ac%e5%8f%b8%e5%88%a9%e5%a5%bd%e6%b6%88%e6%81%af%e4%b8%80%e8%a7%88%e9%99%84%e5%90%8d%e5%8d%95","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=745402","title":{"rendered":"3\u670813\u65e5\u665a\u95f4\u4e0a\u5e02\u516c\u53f8\u5229\u597d\u6d88\u606f\u4e00\u89c8(\u9644\u540d\u5355)"},"content":{"rendered":"

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\u534e\u5851\u79d1\u6280<\/a><\/span><\/span>\uff1a\u63a7\u80a1\u5b59\u516c\u53f8\u62df5141.39\u4e07\u5143\u8d2d\u4e70\u6c34\u7cfb\u950c\u57fa\u7535\u6c60<\/a><\/span><\/span>\u4ea7\u54c1\u8d44\u4ea7<\/strong><\/p>\n

\u534e\u5851\u79d1\u6280<\/span>(301157)3\u670813\u65e5\u516c\u544a\uff0c\u516c\u53f8\u63a7\u80a1\u5b59\u516c\u53f8\u534e\u950c\u80fd\u6e90<\/a>\u62df\u4ee5\u73b0\u91d1\u65b9\u5f0f\u5411\u4e1c\u839e\u5927\u950c\u80fd\u6e90\u6709\u9650\u516c\u53f8\uff08\u7b80\u79f0\u201c\u4e1c\u839e\u5927\u950c\u201d\uff09\u8d2d\u4e70\u4e0e\u6c34\u7cfb\u950c\u57fa\u7535\u6c60<\/span>\u4ea7\u54c1\u7684\u7814\u53d1\u3001\u751f\u4ea7\u548c\u9500\u552e\u4e1a\u52a1\u76f8\u5173\u7684\u5168\u90e8\u7ecf\u8425\u6027\u8d44\u4ea7\uff0c\u5305\u62ec\u4f46\u4e0d\u9650\u4e8e\u4e0e\u6c34\u7cfb\u950c\u57fa\u7535\u6c60<\/span>\u4ea7\u54c1\u76f8\u5173\u7684\u5b58\u8d27\u3001\u56fa\u5b9a\u8d44\u4ea7\u3001\u5f00\u53d1\u652f\u51fa\u3001\u65e0\u5f62\u8d44\u4ea7\u7b49\u3002\u7ecf\u53cc\u65b9\u534f\u5546\u786e\u5b9a\uff0c\u4ee55141.39\u4e07\u5143\uff08\u542b\u589e\u503c\u7a0e\uff09\u4f5c\u4e3a\u672c\u6b21\u8d2d\u4e70\u8d44\u4ea7\u4ea4\u6613\u7684\u6210\u4ea4\u4ef7\u683c\u3002\u672c\u6b21\u8d2d\u4e70\u8d44\u4ea7\u4e8b\u9879\uff0c\u7cfb\u534e\u950c\u80fd\u6e90\u4e3a\u5b9e\u73b0\u4e1a\u52a1\u5feb\u901f\u843d\u5730\uff0c\u76f4\u63a5\u83b7\u53d6\u4e1c\u839e\u5927\u950c\u5728\u6c34\u7cfb\u950c\u57fa\u7535\u6c60\u4ea7\u54c1\u65b9\u9762\u6210\u719f\u7684\u7814\u53d1\u6210\u679c\u3001\u76f8\u5173\u8bbe\u5907\u53ca\u77e5\u8bc6\u4ea7\u6743<\/a><\/span><\/span>\u3002\u6b64\u4e3e\u5c06\u6709\u52a9\u4e8e\u534e\u950c\u80fd\u6e90\u8fc5\u901f\u6784\u5efa\u6280\u672f\u4e0e\u751f\u4ea7\u4f53\u7cfb\uff0c\u7f29\u77ed\u4ea7\u54c1\u7814\u53d1\u53ca\u5546\u4e1a\u5316\u5468\u671f\uff0c\u4ece\u800c\u5feb\u901f\u54cd\u5e94\u5e02\u573a\u9700\u6c42\u3002<\/p>\n

\u4fe1\u7ef4\u901a\u4fe1<\/a><\/span><\/span>\uff1a\u62df\u5b9a\u589e\u52df\u8d44\u4e0d\u8d85\u8fc760\u4ebf\u5143 \u7528\u4e8e\u5546\u4e1a\u536b\u661f\u901a\u4fe1<\/a><\/span><\/span>\u5668\u4ef6\u53ca\u7ec4\u4ef6\u7b49\u9879\u76ee<\/strong><\/p>\n

\u4fe1\u7ef4\u901a\u4fe1<\/span>(300136)3\u670813\u65e5\u516c\u544a\uff0c\u516c\u53f8\u62df\u5411\u7279\u5b9a\u5bf9\u8c61\u53d1\u884c\u80a1\u7968\u9884\u8ba1\u52df\u96c6\u8d44\u91d1\u603b\u989d\u4e0d\u8d85\u8fc760\u4ebf\u5143\uff0c\u5c06\u7528\u4e8e\u5546\u4e1a\u536b\u661f\u901a\u4fe1<\/span>\u5668\u4ef6\u53ca\u7ec4\u4ef6\u9879\u76ee\u3001\u5c04\u9891\u5668\u4ef6\u53ca\u7ec4\u4ef6\u9879\u76ee\u548c\u82af\u7247<\/a>\u5bfc\u70ed\u6563\u70ed\u5668\u4ef6\u53ca\u7ec4\u4ef6\u9879\u76ee\u3002<\/p>\n

\u65f7\u8fbe\u79d1\u6280<\/a><\/span><\/span>\uff1a\u4e0b\u5c5e\u4f01\u4e1a\u4ea7\u54c1\u901a\u8fc7\u632a\u5a01\u8239\u7ea7\u793e\uff08DNV\uff09MED-D\u8ba4\u8bc1<\/strong><\/p>\n

\u636e\u65f7\u8fbe\u79d1\u6280<\/span>\u6d88\u606f\uff0c\u8fd1\u65e5\uff0c\u65f7\u8fbe\u79d1\u6280<\/span>\u4e0b\u5c5e\u4f01\u4e1a\u2014\u2014\u65f7\u8fbe\u6c7d\u8f66<\/a><\/span><\/span>\u9970\u4ef6\u7cfb\u7edf\u6709\u9650\u516c\u53f8\u7814\u53d1\u751f\u4ea7\u7684\u751f\u6001\u5408\u6210\u9769\u6750\u6599\u7ee7\u4e0a\u6708\u6210\u529f\u83b7\u632a\u5a01\u8239\u7ea7\u793e\uff08DNV\uff09MED-B\u8bc1\u4e66\u540e\uff0c\u53c8\u987a\u5229\u901a\u8fc7MED-D\u8bc1\u4e66\u7684\u5ba1\u6838\u4e0e\u843d\u5730\uff0c\u6807\u5fd7\u7740\u4ea7\u54c1\u6027\u80fd\u4e0e\u751f\u4ea7\u8d28\u91cf\u4f53\u7cfb\u5747\u8fbe\u5230\u56fd\u9645\u6d77\u4e8b\u6807\u51c6\u7684\u4e25\u82db\u8981\u6c42\u3002<\/p>\n

\u6caa\u7845\u4ea7\u4e1a<\/a><\/span><\/span>\uff1a\u5b50\u516c\u53f8\u62df\u4e0eSOITEC S.A.\u7b7e\u8ba2SOI\u76f8\u5173\u8bb8\u53ef<\/strong><\/p>\n

\u6caa\u7845\u4ea7\u4e1a<\/span>(688126)3\u670813\u65e5\u516c\u544a\uff0c\u4e3a\u53d1\u5c55SOI\u4e1a\u52a1\uff0c\u63a8\u8fdb\u76f8\u5173\u4ea7\u54c1\u5728\u4e2d\u56fd\u5e02\u573a\u7684\u5e94\u7528\uff0c\u516c\u53f8\u63a7\u80a1\u5b50\u516c\u53f8\u4e0a\u6d77\u65b0\u50b2\u79d1\u6280\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff08\u7b80\u79f0\u201c\u65b0\u50b2\u79d1\u6280\u201d\uff09\u3001\u4e0a\u6d77\u65b0\u50b2\u82af\u7ffc\u79d1\u6280\u6709\u9650\u516c\u53f8\uff08\u7b80\u79f0\u201c\u65b0\u50b2\u82af\u7ffc\u201d\uff09\u62df\u4e0e\u5173\u8054\u65b9SOITEC S.A.\u7b7e\u8ba2\u8bb8\u53ef\u534f\u8bae\u3002\u672c\u6b21\u534f\u8bae\u4e8b\u9879\u4e3a\u5728\u539f\u6709\u8bb8\u53ef\u53ca\u4e1a\u52a1\u5408\u4f5c\u57fa\u7840\u4e0a\uff0cSOITEC S.A.\u7ee7\u7eed\u6388\u4e88\u516c\u53f8\u63a7\u80a1\u5b50\u516c\u53f8\u65b0\u50b2\u79d1\u6280\u548c\u65b0\u50b2\u82af\u7ffc\u7684SOI\u76f8\u5173\u8bb8\u53ef\u3002\u4e0a\u8ff0\u300a\u8bb8\u53ef\u534f\u8bae\u300b\u9884\u8ba1\u603b\u91d1\u989d\u57283000\u4e07\u5143\u4ee5\u4e0a\uff0c\u4e14\u5360\u516c\u53f8\u6700\u8fd1\u4e00\u671f\u7ecf\u5ba1\u8ba1\u603b\u8d44\u4ea71%\u4ee5\u4e0a\u3002<\/p>\n

\u4f18\u5229\u5fb7<\/a><\/span><\/span>\uff1a\u62df\u4e0d\u8d858600\u4e07\u5143\u6536\u8d2d<\/a>\u4fe1\u6d4b\u901a\u4fe1<\/span>51%\u80a1\u4efd<\/strong><\/p>\n

\u4f18\u5229\u5fb7<\/span>(688628)3\u670813\u65e5\u516c\u544a\uff0c\u516c\u53f8\u62df\u4f7f\u7528\u73b0\u91d1\u65b9\u5f0f\uff0c\u62df\u4ee5\u4e0d\u8d85\u8fc78600\u4e07\u5143\u6536\u8d2d\u6d59\u6c5f\u4fe1\u6d4b\u901a\u4fe1\u80a1\u4efd\u6709\u9650\u516c\u53f8\uff08\u7b80\u79f0\u201c\u4fe1\u6d4b\u901a\u4fe1\u201d\uff09\u4e94\u540d\u80a1\u4e1c\u6301\u6709\u76842645.48\u4e07\u80a1\u4fe1\u6d4b\u901a\u4fe1\u80a1\u4efd\uff08\u5360\u4fe1\u6d4b\u901a\u4fe1\u5df2\u53d1\u884c\u80a1\u4efd\u603b\u6570\u768451%\uff09\u3002\u516c\u53f8\u62df\u901a\u8fc7\u672c\u6b21\u6536\u8d2d\uff0c\u5b9e\u73b0\u516c\u53f8\u4e1a\u52a1\u677f\u5757\u7684\u8865\u5145\u548c\u4ea7\u4e1a\u5e03\u5c40\u7684\u6a2a\u5411\u5ef6\u4f38\u3002\u4fe1\u6d4b\u901a\u4fe1\u4e3b\u8981\u4ece\u4e8b\u5149\u7f51\u7edc\u5efa\u8bbe\u7ef4\u62a4\u4ea7\u54c1\u53ca\u7535\u78c1\u73af\u5883\u5b89\u5168\u76d1\u6d4b\u4ea7\u54c1\u7684\u7814\u53d1\u3001\u751f\u4ea7\u53ca\u9500\u552e\u4e1a\u52a1\uff0c\u4e3b\u8425\u4ea7\u54c1\u5305\u62ec\u5149\u529f\u7387\u8ba1\u3001\u5149\u65f6\u57df\u53cd\u5c04\u4eea\u3001\u5149\u7ea4\u7194\u63a5\u673a\u3001\u7535\u78c1\u8f90\u5c04\u68c0\u6d4b\u4eea\u7b49\u6d4b\u8bd5\u6d4b\u91cf\u4eea\u5668\u4eea\u8868<\/a><\/span><\/span>\u4ea7\u54c1\uff0c\u4e0e\u516c\u53f8\u73b0\u6709\u4e13\u4e1a\u4eea\u8868\u548c\u6d4b\u8bd5\u4eea\u5668\u4ea7\u54c1\u7ebf\u6709\u8f83\u5f3a\u7684\u534f\u540c\u6548\u5e94\u3002<\/p>\n

\u6c38\u592a\u79d1\u6280<\/a><\/span><\/span>\uff1a\u5b50\u516c\u53f8\u62df\u6295\u8d44<\/a>\u516d\u6c1f\u78f7\u9178\u9502<\/a><\/span><\/span>\u6280\u6539\u6269\u5efa\u9879\u76ee\u548c\u65b0\u578b\u8865\u9502<\/span>\u5242\u5efa\u8bbe\u9879\u76ee<\/strong><\/p>\n

\u6c38\u592a\u79d1\u6280<\/span>(002326)3\u670813\u65e5\u516c\u544a\uff0c\u516c\u53f8\u5b50\u516c\u53f8\u90b5\u6b66\u6c38\u592a\u9ad8\u65b0\u6750\u6599<\/a><\/span><\/span>\u6709\u9650\u516c\u53f8\u62df\u4ee55.5\u4ebf\u5143\u5bf9\u73b0\u6709\u4ea7\u80fd\u8fdb\u884c\u6280\u6539\u6269\u5efa\u4e3a\u5e74\u4ea75\u4e07\u5428\u516d\u6c1f\u78f7\u9178\u9502<\/span>\u4ea7\u80fd\uff0c\u4ee52.7\u4ebf\u5143\u6295\u8d44\u5efa\u8bbe\u5e74\u4ea75000\u5428\u65b0\u578b\u8865\u9502\u5242\u9879\u76ee\u3002\u9884\u8ba1\u603b\u6295\u8d44\u91d1\u989d8.2\u4ebf\u5143\uff0c\u6700\u7ec8\u6295\u8d44\u603b\u989d\u4ee5\u5b9e\u9645\u6295\u8d44\u4e3a\u51c6\u3002<\/p>\n

\u65b0\u76f8\u5fae<\/a><\/span><\/span>\uff1a\u516c\u53f8\u6b63\u5c06\u5df2\u6709Micro LED<\/a><\/span><\/span>\u4ea7\u54c1\u6280\u672f\u62d3\u5c55\u81f3\u667a\u7b97\u4e2d\u5fc3\u5149\u4e92\u8fde\u573a\u666f<\/strong><\/p>\n

\u65b0\u76f8\u5fae<\/span>(688593)3\u670813\u65e5\u5728\u4e92\u52a8\u5e73\u53f0\u8868\u793a\uff0c\u516c\u53f8\u6b63\u5c06\u5df2\u6709Micro LED<\/span>\u4ea7\u54c1\u6280\u672f\u62d3\u5c55\u81f3\u667a\u7b97\u4e2d\u5fc3\u5149\u4e92\u8fde\u573a\u666f\uff0c\u76ee\u524d\u5728\u5bf9\u5149\u4e92\u8fde\u573a\u666f\u7684\u7cfb\u7edf\u548c\u6027\u80fd\u6307\u6807\u5f00\u5c55\u8bc4\u4f30\u5206\u6790\u7b49\u4e00\u7cfb\u5217\u5de5\u4f5c\u3002<\/p>\n

\u9876\u56fa\u96c6\u521b<\/a><\/span><\/span>\uff1a\u62df\u6536\u8d2d\u601d\u4e39\u5fb751.5488%\u80a1\u6743 \u516c\u53f8\u4e1a\u52a1\u5c06\u62d3\u5c55\u81f3\u7535\u5b50<\/a><\/span><\/span>\u4fe1\u606f\u9886\u57df<\/strong><\/p>\n

\u9876\u56fa\u96c6\u521b<\/span>(300749)3\u670813\u65e5\u516c\u544a\uff0c\u516c\u53f8\u62df\u6536\u8d2d\u897f\u5b89\u601d\u4e39\u5fb7\u4fe1\u606f\u6280\u672f\u6709\u9650\u516c\u53f8(\u7b80\u79f0\u201c\u601d\u4e39\u5fb7\u201d)51.5488%\u80a1\u6743\uff0c\u4ea4\u6613\u91d1\u989d\u4e3a2.68\u4ebf\u5143\u3002\u4e39\u5fb7\u805a\u7126\u7535\u5b50<\/span>\u4fe1\u606f\u9886\u57df\u76f8\u5173\u4ea7\u54c1\u7684\u7814\u53d1\u3001\u751f\u4ea7\u3001\u9500\u552e\u548c\u6280\u672f\u670d\u52a1\uff0c\u56f4\u7ed5\u56fd\u5185\u5916\u91cd\u70b9\u88c5\u5907\u578b\u53f7\u9700\u6c42\uff0c\u4e13\u4e1a\u4ece\u4e8b\u7cbe\u786e\u5236\u5bfc\u7cfb\u7edf\u3001\u901a\u4fe1\u7cfb\u7edf\u3001\u4fe1\u53f7\u5904\u7406\u7cfb\u7edf\u7684\u7814\u53d1\u3001\u751f\u4ea7\u4e0e\u9500\u552e\uff0c\u5e76\u4e3a\u5ba2\u6237\u63d0\u4f9b\u6574\u4f53\u89e3\u51b3\u65b9\u6848\u4e0e\u914d\u5957\u670d\u52a1\u3002\u672c\u6b21\u4ea4\u6613\u5b8c\u6210\u540e\uff0c\u516c\u53f8\u4e1a\u52a1\u5c06\u62d3\u5c55\u81f3\u7535\u5b50<\/span>\u4fe1\u606f\u9886\u57df\uff0c\u6709\u52a9\u4e8e\u516c\u53f8\u52a0\u5feb\u6218\u7565\u8f6c\u578b\uff0c\u52a9\u529b\u516c\u53f8\u6253\u9020\u7b2c\u4e8c\u589e\u957f\u66f2\u7ebf\u3002<\/p>\n

\u82af\u7881\u5fae\u88c5<\/a><\/span><\/span>\uff1a2025\u5e74\u51c0\u5229\u6da6\u540c\u6bd4\u589e\u957f80.42% \u62df\u6bcf10\u80a1\u6d3e7\u5143<\/strong><\/p>\n

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