芯成科技中期报告2023

2 3 5 7 8 9 17 23 34 35 37 38 16902-03 132-1341208-18 2811 Conyers Corporate Services (Bermuda) LimitedClarendon House2 Church StreetHamilton HM 11Bermuda 1617 Clarendon House2 Church StreetHamilton HM 11Bermuda 1. Clarendon House, 2 Church Street, Hamilton HM 11, Bermuda16902-03 (i)SMT(ii)(iii) 2. 34 3. 171281212 4. 5. 6. (i)(ii) 6. 7. 8. 9. 10. 11. 12. 13. 14. SMT SMT117,039,00054,305,00045.6%46.4%27,959,000 500100096.07 S8297,000 SMT SMT SMTMini LEDMini LEDAriztonMini/Micro LED20145%Mini LED 5G4.0SMTChatGPTAI2.7%30.1% 7 12,006.114.8%5G SMT 202386,0003.6%6%50% 237.2GW15%15GW7.3GW/15.9GWh200%280%267376GW 27019 313.5 2022 SMT SMT 27,959,00028,185,000117,039,00018.58% SMT 114,488,00019.47%18.88%51,870,0008,814,00097.82%95.52%20,479,00022,799,000 45 SMT Mini LEDMicro LED42MiniLEDAriztonMini LEDMicro LED20Mini LED44013%Micro LEDMini LEDMini LED SMT 30.1%27.7%78.480.69.9%12.5%83%2,49016.1% SMT 10%26.3%31,076.54.9%PCBChatGPT5GPCB3,096.63 SMT 5001000 1.0977%1318.2%48.8% 5.2539%60.8%15.4 4420.93CNESA13.1/27.1(36%) 20302060 S8297,000 S8S9Gillnet 3,815,000 20,479,0005,199,000 66,164,00027,169,000 12,656,00012,161,000 27,959,000 -8.36% 47.86% 176,463,000273,446,00096,983,000207185232152174197 71,201,000 306,287,000353,517,00047,230,000 34223 XV352 336XV23 1.50.1%28%21.9% 2.87,783,168(a)37,525,200(b) Sun East GroupLimited50%3,796,000(c) Sum Win ManagementCorp.2,424,800(d) Mind Seekers Investment Limited44,037,168 3.100% 336 (www.hkex.com.hk)(www.sino-ict.com)