芯成科技2023年度报告

12102035364048677376787981 16902-03 132-1341208-18 2811 Conyers Corporate Services (Bermuda) LimitedClarendon House2 Church StreetHamilton HM11Bermuda 1617 Clarendon House2 Church StreetHamilton HM11Bermuda 5.2%6.6%5.77.9%SMT 211,795,00061,371,00029% SMT SMT205,185,00011%83,151,00041%4.6% SMTSMTSEMICON JAPAN 2023IC 6,610,00021,780,000 5001000100200 SMT SMTSMTSMT 5G5G6505G4305G205G25%5G1050%5GICWBD2200 PLUSSIP 1,30329.8% 25%120% 1%PMI49.9%0.8 SMT 211,795,00019,345,00061,371,00033,143,00029%12(1)(2)(3)(4) SMT SMTSMTSMT205,185,00025,955,00083,151,00011,363,00041% 10.8%1.8%15.4%10.1% SMTSMT SMT 6.5%5G11.9%LED684721MicroLEDOmdiaMicroLED7.96MiniLEDMiniLED2,50010%70% 5G4.0PCB3,096.633,300.71224.6195.4 SMTIC559 SMT 2023 3,000 5001000 211,795,000 23,276,0002,612,000 34,929,00022.71% 97,311,00010.40% 21,849,00017,306,000 62,509,000 6.45% 77,219,000123.49% 183,169,000273,446,00090,277,0005738951081107491867 37,473,0001,618,000388,000234,00029,816,000 92,295,000 261,745,00017.36% 32423 3.10(1)(2)3.10A283639(www.sino-ict.com) 3.13 A.2 C2.1 (a) (b) (c) (d) (a) (b) (c) (d) 1617 (a) (b) (c) (www.sino-ict.com) 30:7 3.13 1.3.103.10A 2. 3.3.13 4. 5. 6772 COSOCOSO 4866 (10%)Clarendon House, 2 Church Street, Hamilton HM 11, Bermuda (5%)100(a)(b)1,000 (www.sino-ict.com) 16902-03 (852) 2343 3120enquiry@sino-ict.com (www.sino-ict.com) (i)(ii)(iii)8 52 43EMBABournemouth University10 51 50CATHAY 66 58MBA1387.HK672.HK484.HK 48(Cedarlake Capital) 45EMBA (i) SMT(ii)(iii) 73205 35 19 29 30 95,240,000 33 14.79%6.60%23.74%5.79% 5% 8788 3639 39 XV352 336XV23 1.50.1%28%21.9% 2.87,783,168(a)37,525,200(b)Sun EastGroup Limited50%3,796,000(c) Sum WinManagement Crop.2,424,800(d) Mind Seekers Investment Limited44,037,168 3.100% 336 2.23 6 25% ESG ESG ESGESGESGESGESGESG(1)ESG(2)ESGESGESG(3) ESGESGESG ESGSMTESG ESGESGESG ESG ESG ESGESG A. A.1 SMTSMT (NOx)3.053.208.74%(SOx)0.090.04104.77%(PM) 0.220.244.65% 15.677.63105.22%(CO2) 14.146.90104.71%(CH4) 0.040.02108.89%(N2O) 1.490.71110.02%747.401,376.3545.70%(CO2)2022 A. A.1 13 A. A.2 1,171,6582,157,61945.70%34,55531,1133411.06% 157.66154.991.72%153 A. A.3 A.4 B. B.1 B. B.1 322 B. B.1 B. B.2 0 B. B.3 100%1,0731,57131.06% B. B.4 B.5 B. B.5 B.6 (1)(2)(3) B. B.6 B.7 B. B.8 73205 2.144.1(b) 2655,242,0003,085,000326,000 90 2811 P07826 1. Clarendon House, 2 ChurchStreet, Hamilton HM 11, Bermuda16902-03 (i)(ii)(iii)1218(a) 2. 2.1 2.1 3 2. 2.1 171281212 2. 2.1 1028316115 123 2. 2.1 MPF — LSP 362022MPFLSPLSP 1993(b)MPF MPF-LSP 2. 2.1 MPF — LSP LSPMPFLSP1993(a)LSPLSP 2. 2.1 MPF — LSP 2. 2.1 MPF — LSP 1993(b) 2. 2.2 2. 2.2 2.3 2. 2.3 2. 2.3 9(i)(ii) 2. 2.4 2. 2.4 8 (i)(ii)(iii)(iv) 2.5 2. 2.5 2.6 2. 2.6 10-505-105-103-103-10 2. 2.7 2.10 16161616161616 2. 2.8 2.9 (i) (ii) (iii) (iv) (vi) 2. 2.9 10 10 2.12 2. 2.10 2. 2.10 2. 2.10 9 2. 2.10 151599 2. 2.11 2.12 2. 2.12 2.13 2. 2.13 15 2. 2.13 2. 2.13 2.10 2. 2.13 2.14 915 2. 2.14 2. 2.14 (i)(ii) 2. 2.14 4.1(b) 2.15 2.16 2.17 2.18 2. 2.19 (i)(ii) 2. 2.20 1. 2. 3. 4. 5. 2. 2.20 156312 2.10 2. 2.20 2. 2.21 2.22 2.23 LSPLSP (a) 2. 2.23 (b) LSPLSP LSP 2. 2.23 (b) 2.24 2. 2.24 12 2. 2.24 (i)(ii) (a) (b) 2. 2.24 (a) (i) (ii) 2. 2.25 (a) (i)(ii)(iii) (b) (iii) (iv) (v) (vi)(a) (vii) (a)(i) (viii) 3. 3.1 2.14 9 55,242,0003,085,00072,048,0003,579,000326,0007,000 3. 3.1 24,080,0001,099,00023,450,000710,000400,000282,000 6,125,0006,162,000286,162,00012 (1)(2)(3) 3. 3.1 418,929,000449,446,00023,341,00035,375,00017,309,00027,811,000 4,576,0001,964,000288,567,00012 418,929,000449,446,00023,341,00035,375,00017,309,00027,811,000 3. 3.1 52,079,00029,768,0005,908,000560,00020 16,288,00018,765,0004.3 3. 3.2 2.9 29.58% 18(c) 4. 4.1 (a) 4. 4.1 (a) 4. 4.1 (a) 4. 4.1 (a) 5% 4. 4.1 (a) 4. 4.1 (a) 50 4. 4.1 (b) 24 2.14936 4. 4.1 (b) 1 15%28%29%38% 4. 4.1 (b) 2.14 4. 4.1 (b) (c) 4. 4.1 (c) 4. 4.2 4. 4.3 4. 4.3 (a) 4. 4.3 (a) 11,835,00013,566,0001,731,000 4. 4.3 (a) (b) 5. 1 6. 2.4 (i)(ii) 12 6. 6. 6. 6. 6. 10% 7. (a)(i)288,000(ii)5,173,0003,320,000(i)(ii)34 (b)1,346,000 (c)450,000 8. 9. 25%25%15%15% 200%200% 10. 11. (a)63,00064,00010,052,00010,377,00015 (b)368,000384,000131,00018,792,00017,939,00015 12. 8,567,0006,162,000 12. 28 12. 2,379,0001,705,000354,00094,000 13. 14. 15. 16. 383(1)2 16. (a) (b) 17. 18. (a) 18. 18. (a) 18. (a) 18. SIC Capial K.K20%SIC Capital K.K.1,080,0008,475,000 18. (b) Sino IC Capital Sino IC Capital 18. (b) SIC Capital K.K. 18. (b) SIC Capital K.K. 18. (c) 18. 19. 19. 33,816,00048,785,00033314,834,000358,826,000 (a) (b)320638,000358,826,0003,0003,00033,909,00037,948,000286,729,000320,878,00060 19. (