芯成科技2024年度报告

1291934353947667275777879 2511101&1112 9918 2811 Conyers Corporate Services (Bermuda) LimitedClarendon House2 Church StreetHamilton HM11Bermuda 愨1617 Clarendon House2 Church StreetHamilton HM11Bermuda 134.95%5.8%7.7% SMTSMT11.98%17,264,00010,654,000 SMT SMT229,776,00095,215,000 SMTSMT CSEAC 2024NEPCON ASIA SMT SVGSVGSVG SMT SMTSMT010050.40.2SMTSMTSMTSMTSMT5GSMTResearch andMarketsSMT151.6 SMTVision ProMicro-OLEDSMT155GSMTSMT85GSMT SMTSMT10SMTSMT200 SMTSMT5GSMT 42.46GW/109.58GWh74.66GW/176.45GWh 10,00015,000 GDP3.2%GDP2.8%GDP 5%SMT 247,040,00035,245,00016.64%SMTSMT229,776,00024,591,00017,264,00010,654,000 SMT SMTSMTSMT229,776,000205,185,00011.98%95,215,00083,151,00014.51%41.44%0.92 (PMI)49.8%50%SMT 2.865.6%CINNO ResearchMini LED10%4.4Mini LED20%(TrendForce)Micro LED35.59ARPCB4,0005% 3,128.23,143.63.7%4.5%39.7%6.7%7.159.155.2%13.8% 5G1,26533.6%26.5659.7%4,25524.3% 19.1%Gartner18.1%AI13.6%50 5G4.0PCBPCB且SMTSMT43,4376.9%46,5697.2%SMT177.17328.1366.42SMT SMT(SUNFLOW 3/450II)MINIIC(CBD2200 EVO)61 2024CICD 3,0002024-202530 GW40 GW 7,37620 500100017,264,00010,654,000 247,040,000 35,322,00012,046,000 39,386,00012.76% 90,973,0006.51% 25,926,0004,077,000 34,417,00028,092,000 18.47% 422,449,000108.7% 205,301,000183,169,00022,132,0004413579513108722349 5,543,00045,0003,549,0001,552,000397,000 78,674,000 226,126,00013.61% 31423 C1 C3 3.10(1)(2)3.10A273538(www.sino-ict.com) 3.13 3.09D A.2 C2.1 (a) (b) (c)(d) (a) (c) (d) D21617 (a) (c) (d) (www.sino-ict.com) 133 3.13 1.3.103.10A864 2. 3.3.13 4. 5. 6671 COSOCOSO SMT 4765 (10%)Clarendon House, 2 Church Street, Hamilton HM 11, Bermuda (5%)100(a)(b)1,000 (www.sino-ict.com) 2511101&1112 (852) 2343 3120enquiry@sino-ict.com (www.sino-ict.com) 53 44EMBABournemouth University10 48 35 67 59MBA1387.HK672.HK484.HK 49(Cedarlake Capital) 46EMBA (i)(SMT)(ii) 72198 34 19 29 30 95,240,000 33 16%7%23%6% 5% 8788 3538 39 XV352 336XV23 1.50.1%28%21.9% 2.100% 336 2.23 6 25% ESG ESG ESG(i)ESG(ii)ESG(iii)ESGESGESGESG(1)ESG(2)ESGESGESG(3) ESGESGESG C2SMTESGESG ESGESGESG ESG ESG ESGESG A. A.1 SMTSMT (NOx)3.6018.21%(SOx)0.09(PM)0.270.2218.21% 16.1515.673.09%(CO2)14.6214.143.39%(CH4)0.04(N2O)1.49976.653.65% A. A.1 103 A. A.2 1,214,4393.65%38,70212% 208.5132.25%97.32% A. A.3 A.4 B. B.1 B. B.1 303 B. B.1 B. B.2 125 B. B.3 100%1525.5 B. B.4 B.5 B. B.5 B.6 B. B.6 B.7 B. B.8 112,567.49 72198 90 2811 P07826 1. Clarendon House, 2 ChurchStreet, Hamilton HM 11Bermuda2511011112 (i)(ii)1218(a) 2. 2.1 2.1 3 2. 2.1 1615(2020)177 2. 2.1 1831939729721028421111253 1234 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. 2.6 10-505-105-103-103-10 2. 2.7 2.10 16161616161616 2.8 2. 2.9 (i) (ii) (iii) (iv) (vi) 10 2. 2.9 2.12 2.10 2. 2.10 2. 2.10 9 2. 2.10 151599 2. 2.11 2.12 2. 2.12 2. 2.13 15 2. 2.13 2. 2.13 2.10 2. 2.14 915 2. 2.14 2. 2.14 2. 2.14 (i)(ii) 4.1(b) 2.15 2.16 2.17 2. 2.18 2.19 2. 2.19 (i)(ii) 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 2.24 2. 2.24 12 2. 2.24 (i)(ii) (a) (b) (a) (b) (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 71,367,000769,00055,242,0003,085,00036,000326,000 3. 3.1 21,747,0001,531,00024,080,0001,099,0001,440,000400,000 3,245,0009,096,0006,125,0006,162,000283,134,0006,162,00012 (1)(2)(3) 3. 3.1 364,370,000418,929,00023,207,00023,341,00014,452,00017,309,000311,000 2,127,0004,576,0001,062,0001,964,000283,278,0008,567,00012 3. 3.1 364,370,000418,929,00023,207,00023,341,00014,452,00017,309,000 57,187,00052,079,0003,615,0005,908,00020 24,317,00016,288,0004.3 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 12%15%33%29% 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) 11,835,000 4. 4.3 (a) 4. 4.3 (a) (b) 5. 1 6. 2.4 12 6. 6. 6. 6. 6. 10% 7. (a)6,499,0005,173,000(i)(ii)34 8. 9. 10. 15%15%25%25% 200%200% 10. 11. (a)74,00063,00011,044,00010,052,00015 (b)386,000368,000521,00018,747,00018,792,00015 12. 28 3,278,0008,567,0003,134,0006,162,000 12. 12. 13. 13. 14. 15. 16. 383(1)2 (a)(b)(c)(d)(e) 16. 17. 18. (a) 18. (a) 18. (a) 12 18. (a) 18. 18. (b) Sino IC Capital Sino IC Capital 18. (b) SIC Capital K.K. SIC Capital K.K. 18. 18. (c) 18. (c) 19. 30,847,00033,816,00033274,221,000314,834,000 (a) 19. (b)320,638,000358,826,0003,0003,000 1516320,638,000358,826,000286,729,000320,878,00033 20. 20. RHL Appraisal LimitedRHL9,701,0003,255,000311,00013,661,00010,246,0003,415,00030 47,827,00052,079,00033 (b) RHL 20. (b) 21.