{"id":150,"date":"2026-10-29T12:49:16","date_gmt":"2026-10-29T04:49:16","guid":{"rendered":"https:\/\/ifa.ai\/research\/6488tt\/"},"modified":"2026-11-13T22:03:10","modified_gmt":"2026-11-13T14:03:10","slug":"6488tt","status":"publish","type":"post","link":"https:\/\/ifa.ai\/research\/6488tt\/","title":{"rendered":"[\u74b0\u7403\u6676 (6488)] \u505a\u4ec0\u9ebc\uff1f\u53ef\u4ee5\u8cb7\u55ce\uff1f\u80a1\u50f9\u8207\u57fa\u672c\u9762\uff0d\u5f9e\u50f9\u503c\u6295\u8cc7\u8207\u7cfb\u7d71\u5316\u9078\u80a1\u7b56\u7565\u770b\u74b0\u7403\u6676"},"content":{"rendered":"","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"post-templates\/template-1.php","format":"standard","meta":{"ifam_symbol":"6488","ifam_company":"\u74b0\u7403\u6676","ifam_market":"\u53f0\u80a1","ifam_updated_at":"","ifam_business":"<p><strong>\u74b0\u7403\u6676\u5713\uff086488\uff09\u4e3b\u8981\u7684\u71df\u6536\u4f86\u6e90\u662f\u534a\u5c0e\u9ad4\u77fd\u6676\u5713\uff1a\u628a\u9ad8\u7d14\u5ea6\u591a\u6676\u77fd\u9577\u6210\u6676\u68d2\u3001\u518d\u5207\u78e8\u62cb\u6210\u4e00\u7247\u7247\u77fd\u6676\u5713\uff0c\u8ce3\u7d66\u6676\u5713\u4ee3\u5de5\u5ee0\u8207 IDM \u7576\u88fd\u9020\u6676\u7247\u7684\u57fa\u6750\u3002<\/strong><\/p>\n<p>\u74b0\u7403\u6676\u7684\u7522\u54c1\u7dda\u55ae\u4e00\uff08\u5c31\u662f\u77fd\u6676\u5713\uff09\uff0c\u6240\u4ee5\u8ca1\u5831\u6c92\u6709\u7522\u54c1\u5225\u62c6\u5206\uff0c\u63ed\u9732\u7684\u662f\u5730\u5340\u5225\uff1a2026 \u5e74\u4e0a\u534a\u5e74\u6771\u5317\u4e9e\uff08\u65e5\u97d3\uff09\u5360 23.9%\u3001\u6b50\u6d32 22.5%\u3001\u81fa\u7063 21.5%\u3001\u4e9e\u6d32\u5176\u4ed6 18.4%\u3001\u7f8e\u6d32 12.8%\uff0c\u5ba2\u6236\u5206\u5e03\u76f8\u7576\u5206\u6563\u3002\u71df\u6536\u4ecd\u5728\u6536\u7e2e\uff1a2025 \u5e74\u5408\u4f75\u71df\u6536 606.0 \u5104\u5143\uff08-3.2%\uff09\uff0c2026 \u5e74\u4e0a\u534a\u5e74 292.0 \u5104\u5143\uff08-7.6%\uff09\u3002<\/p>\n<p>\u7372\u5229\u7d50\u69cb\u8981\u5206\u5169\u5c64\u770b\u3002\u672c\u696d\u65b9\u9762\uff0c\u55ae\u5b63\u6bdb\u5229\u7387\u7531 2025 \u5e74\u7b2c 2 \u5b63\u7684 25.8% \u964d\u81f3 2026 \u5e74\u7b2c 2 \u5b63\u7684 20.6%\uff0c\u53cd\u6620\u7522\u80fd\u5229\u7528\u7387\u4e0d\u8db3\uff1b\u4f46\u540c\u671f\u6de8\u5229\u7387\u53cd\u800c\u7531 10.5% \u5347\u81f3 24.8%\uff0c\u5dee\u984d\u4f86\u81ea\u696d\u5916\u2014\u2014\u770b\u672c\u696d\u8868\u73fe\u8981\u4ee5\u6bdb\u5229\u7387\u8207\u71df\u696d\u5229\u76ca\u70ba\u6e96\u3002<\/p>\n<p>\u516c\u53f8\u6210\u7acb\u65bc 2011 \u5e74\uff0c\u81ea\u4e2d\u7f8e\u77fd\u6676\u7684\u534a\u5c0e\u9ad4\u4e8b\u696d\u90e8\u5206\u62c6\u800c\u4f86\uff0c\u5176\u5f8c\u900f\u904e\u4f75\u8cfc\uff08\u5305\u62ec\u65e5\u672c Covalent\u3001\u4e39\u9ea5 Topsil \u8207\u7f8e\u570b SunEdison Semiconductor\uff09\u6210\u70ba\u5168\u7403\u524d\u6bb5\u7684\u77fd\u6676\u5713\u4f9b\u61c9\u5546\u3002\u77fd\u6676\u5713\u7684\u8a8d\u8b49\u9031\u671f\u9577\u3001\u5ba2\u6236\u8f49\u63db\u6210\u672c\u9ad8\uff0c\u4f46\u7522\u696d\u7684\u4f9b\u9700\u5faa\u74b0\u4e5f\u5f88\u660e\u986f\u2014\u2014\u64f4\u7522\u6c7a\u7b56\u8981\u63d0\u524d\u6578\u5e74\uff0c\u9700\u6c42\u53cd\u8f49\u6642\u7522\u80fd\u8abf\u4e0d\u56de\u4f86\u3002<\/p>\n","ifam_revenue":"[{\"title\":\"\u71df\u6536\uff0d\u4ee5\u7522\u54c1\/\u670d\u52d9\u5340\u5206 (%)\",\"header\":[\"\",\"2025 (A)\",\"2025 \u4e0a\u534a\u5e74\",\"2025 \u4e0b\u534a\u5e74\",\"2026\u4e0a\u534a\u5e74\"],\"rows\":[[\"\u4f9d\u8ca1\u5831\u4e3b\u8981\u5730\u5340\u5e02\u5834\",\"\",\"\",\"\",\"\"],[\"\u6771\u5317\u4e9e\uff08\u65e5\u672c\u53ca\u97d3\u570b\uff09\",\"21.4%\",\"21.2%\",\"21.6%\",\"23.9%\"],[\"\u81fa\u7063\",\"20.9%\",\"20.6%\",\"21.3%\",\"21.5%\"],[\"\u4e9e\u6d32\uff0d\u5176\u4ed6\",\"21.5%\",\"23.0%\",\"19.9%\",\"18.4%\"],[\"\u6b50\u6d32\",\"20.6%\",\"21.2%\",\"19.9%\",\"22.5%\"],[\"\u7f8e\u6d32\",\"15.3%\",\"13.7%\",\"17.0%\",\"12.8%\"],[\"\u5176\u4ed6\u5730\u5340\",\"0.2%\",\"0.2%\",\"0.2%\",\"0.9%\"],[\"\u5408\u8a08\",\"100.0%\",\"100.0%\",\"100.0%\",\"100.0%\"]],\"notes\":[]}]","ifam_revenue_trend":"{\"tabs\":[{\"key\":\"month\",\"label\":\"\u6708\u71df\u6536\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026\",\"2025\",\"2024\"],\"rows\":[[\"1~10\u6708\u7d2f\u8a08\",\"48,834\",\"50,380\",\"52,017\"],[\"12\u6708\",\"\uff0d\",\"5,506\",\"5,491\"],[\"11\u6708\",\"\uff0d\",\"4,712\",\"5,118\"],[\"10\u6708\",\"4,764\",\"4,285\",\"5,734\"],[\"9\u6708\",\"5,129\",\"5,904\",\"5,152\"],[\"8\u6708\",\"4,764\",\"4,428\",\"5,359\"],[\"7\u6708\",\"4,978\",\"4,162\",\"5,359\"],[\"6\u6708\",\"5,624\",\"5,717\",\"5,340\"],[\"5\u6708\",\"4,842\",\"5,007\",\"5,201\"],[\"4\u6708\",\"4,748\",\"5,283\",\"4,785\"],[\"3\u6708\",\"5,446\",\"5,441\",\"5,662\"],[\"2\u6708\",\"4,400\",\"5,324\",\"5,029\"],[\"1\u6708\",\"4,139\",\"4,829\",\"4,396\"]]},{\"key\":\"quarter\",\"label\":\"\u5b63\u71df\u6536\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026Q3\",\"2026Q2\",\"2026Q1\",\"2025Q4\",\"2025Q3\",\"2025Q2\",\"2025Q1\",\"2024Q4\"],\"rows\":[[\"\u71df\u6536\",\"14,871\",\"15,214\",\"13,985\",\"14,502\",\"14,493\",\"16,008\",\"15,595\",\"16,343\"],[\"\u5e74\u589e\u7387\",\"+2.6%\",\"-5.0%\",\"-10.3%\",\"-11.3%\",\"-8.7%\",\"+4.5%\",\"+3.4%\",\"-2.5%\"],[\"\u5b63\u589e\u7387\",\"-2.3%\",\"+8.8%\",\"-3.6%\",\"+0.1%\",\"-9.5%\",\"+2.7%\",\"-4.6%\",\"+3.0%\"]]},{\"key\":\"half\",\"label\":\"\u534a\u5e74\u71df\u6536\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026H1\",\"2025H2\",\"2025H1\",\"2024H2\",\"2024H1\",\"2023H2\"],\"rows\":[[\"\u71df\u6536\",\"29,199\",\"28,996\",\"31,602\",\"32,213\",\"30,413\",\"34,139\"],[\"\u5e74\u589e\u7387\",\"-7.6%\",\"-10.0%\",\"+3.9%\",\"-5.6%\",\"-16.7%\",\"-6.3%\"],[\"\u534a\u5e74\u589e\u7387\",\"+0.7%\",\"-8.2%\",\"-1.9%\",\"+5.9%\",\"-10.9%\",\"-6.5%\"]]},{\"key\":\"year\",\"label\":\"\u5e74\u71df\u6536\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026 (1~10\u6708)\",\"2025\",\"2024\"],\"rows\":[[\"\u71df\u6536\",\"48,834\",\"60,598\",\"62,626\"],[\"\u5e74\u589e\u7387\",\"-3.1%\",\"-3.2%\",\"-11.4%\"]]}]}","ifam_income_tabs":"{\"note\":\"\u55ae\u4f4d\uff1a\u65b0\u53f0\u5e63\u767e\u842c\u5143\uff0c\u6bcf\u80a1\u76c8\u9918\u70ba\u5143\uff1b\u7a05\u5f8c\u6de8\u5229\u8207\u6de8\u5229\u7387\u63a1\u6b78\u5c6c\u6bcd\u516c\u53f8\u696d\u4e3b\u6de8\u5229\u30022026 \u5e74\u50c5\u81f3 Q3\u3002\",\"default\":1,\"tabs\":[{\"key\":\"Q4\",\"label\":\"Q4\",\"tables\":[{\"title\":\"\u55ae\u5b63\uff0810~12\u6708\uff09\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026\",\"2025\",\"2024\",\"2023\",\"2022\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"\uff0d\",\"14,502\",\"16,343\",\"16,763\",\"18,388\"],[\"\u71df\u696d\u6bdb\u5229\",\"\uff0d\",\"3,726\",\"4,917\",\"5,784\",\"7,857\"],[\"\u71df\u696d\u5229\u76ca\",\"\uff0d\",\"2,379\",\"3,584\",\"3,921\",\"6,362\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"\uff0d\",\"2,205\",\"479\",\"4,443\",\"5,794\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"\uff0d\",\"4.60\",\"0.85\",\"9.99\",\"12.51\"],[\"\u6bdb\u5229\u7387\",\"\uff0d\",\"25.7%\",\"30.1%\",\"34.5%\",\"42.7%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"\uff0d\",\"16.4%\",\"21.9%\",\"23.4%\",\"34.6%\"],[\"\u6de8\u5229\u7387\",\"\uff0d\",\"15.2%\",\"2.9%\",\"26.5%\",\"31.5%\"]]},{\"title\":\"\u7d2f\u7a4d\uff08\u5168\u5e74\uff09\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026\",\"2025\",\"2024\",\"2023\",\"2022\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"\uff0d\",\"60,598\",\"62,626\",\"70,652\",\"70,287\"],[\"\u71df\u696d\u6bdb\u5229\",\"\uff0d\",\"14,624\",\"19,804\",\"26,441\",\"30,342\"],[\"\u71df\u696d\u5229\u76ca\",\"\uff0d\",\"8,636\",\"14,118\",\"20,059\",\"24,983\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"\uff0d\",\"7,312\",\"9,846\",\"19,772\",\"15,367\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"\uff0d\",\"15.26\",\"20.66\",\"43.91\",\"34.36\"],[\"\u6bdb\u5229\u7387\",\"\uff0d\",\"24.1%\",\"31.6%\",\"37.4%\",\"43.2%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"\uff0d\",\"14.3%\",\"22.5%\",\"28.4%\",\"35.5%\"],[\"\u6de8\u5229\u7387\",\"\uff0d\",\"12.1%\",\"15.7%\",\"28.0%\",\"21.9%\"]]}]},{\"key\":\"Q3\",\"label\":\"Q3\",\"tables\":[{\"title\":\"\u55ae\u5b63\uff087~9\u6708\uff09\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026\",\"2025\",\"2024\",\"2023\",\"2022\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"14,871\",\"14,493\",\"15,870\",\"17,376\",\"18,053\"],[\"\u71df\u696d\u6bdb\u5229\",\"2,970\",\"2,662\",\"4,767\",\"6,361\",\"7,892\"],[\"\u71df\u696d\u5229\u76ca\",\"1,454\",\"1,230\",\"3,200\",\"4,825\",\"6,329\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"1,501\",\"1,969\",\"2,954\",\"5,539\",\"5,111\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"3.13\",\"4.12\",\"6.17\",\"12.58\",\"10.31\"],[\"\u6bdb\u5229\u7387\",\"20.0%\",\"18.4%\",\"30.0%\",\"36.6%\",\"43.7%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"9.8%\",\"8.5%\",\"20.2%\",\"27.8%\",\"35.1%\"],[\"\u6de8\u5229\u7387\",\"10.1%\",\"13.6%\",\"18.6%\",\"31.9%\",\"28.3%\"]]},{\"title\":\"\u7d2f\u7a4d\uff081~9\u6708\uff09\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026\",\"2025\",\"2024\",\"2023\",\"2022\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"44,070\",\"46,096\",\"46,283\",\"53,888\",\"51,899\"],[\"\u71df\u696d\u6bdb\u5229\",\"9,024\",\"10,897\",\"14,886\",\"20,657\",\"22,484\"],[\"\u71df\u696d\u5229\u76ca\",\"4,352\",\"6,257\",\"10,534\",\"16,137\",\"18,621\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"7,176\",\"5,107\",\"9,367\",\"15,329\",\"9,573\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"14.98\",\"10.66\",\"19.81\",\"33.92\",\"21.85\"],[\"\u6bdb\u5229\u7387\",\"20.5%\",\"23.6%\",\"32.2%\",\"38.3%\",\"43.3%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"9.9%\",\"13.6%\",\"22.8%\",\"29.9%\",\"35.9%\"],[\"\u6de8\u5229\u7387\",\"16.3%\",\"11.1%\",\"20.2%\",\"28.4%\",\"18.4%\"]]}]},{\"key\":\"Q2\",\"label\":\"Q2\",\"tables\":[{\"title\":\"\u55ae\u5b63\uff084~6\u6708\uff09\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026\",\"2025\",\"2024\",\"2023\",\"2022\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"15,214\",\"16,008\",\"15,326\",\"17,896\",\"17,540\"],[\"\u71df\u696d\u6bdb\u5229\",\"3,140\",\"4,123\",\"4,951\",\"6,744\",\"7,645\"],[\"\u71df\u696d\u5229\u76ca\",\"1,423\",\"2,438\",\"3,367\",\"5,210\",\"6,401\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"3,779\",\"1,682\",\"2,880\",\"4,789\",\"2,716\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"7.90\",\"3.51\",\"6.02\",\"10.71\",\"6.24\"],[\"\u6bdb\u5229\u7387\",\"20.6%\",\"25.8%\",\"32.3%\",\"37.7%\",\"43.6%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"9.4%\",\"15.2%\",\"22.0%\",\"29.1%\",\"36.5%\"],[\"\u6de8\u5229\u7387\",\"24.8%\",\"10.5%\",\"18.8%\",\"26.8%\",\"15.5%\"]]},{\"title\":\"\u7d2f\u7a4d\uff081~6\u6708\uff09\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026\",\"2025\",\"2024\",\"2023\",\"2022\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"29,199\",\"31,602\",\"30,413\",\"36,512\",\"33,846\"],[\"\u71df\u696d\u6bdb\u5229\",\"6,054\",\"8,235\",\"10,119\",\"14,295\",\"14,593\"],[\"\u71df\u696d\u5229\u76ca\",\"2,898\",\"5,027\",\"7,334\",\"11,312\",\"12,292\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"5,675\",\"3,138\",\"6,413\",\"9,790\",\"4,462\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"11.85\",\"6.55\",\"13.82\",\"21.40\",\"10.24\"],[\"\u6bdb\u5229\u7387\",\"20.7%\",\"26.1%\",\"33.3%\",\"39.2%\",\"43.1%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"9.9%\",\"15.9%\",\"24.1%\",\"31.0%\",\"36.3%\"],[\"\u6de8\u5229\u7387\",\"19.4%\",\"9.9%\",\"21.1%\",\"26.8%\",\"13.2%\"]]}]},{\"key\":\"Q1\",\"label\":\"Q1\",\"tables\":[{\"title\":\"\u55ae\u5b63\uff081~3\u6708\uff09\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026\",\"2025\",\"2024\",\"2023\",\"2022\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"13,985\",\"15,595\",\"15,087\",\"18,616\",\"16,307\"],[\"\u71df\u696d\u6bdb\u5229\",\"2,914\",\"4,112\",\"5,168\",\"7,551\",\"6,948\"],[\"\u71df\u696d\u5229\u76ca\",\"1,475\",\"2,589\",\"3,968\",\"6,103\",\"5,891\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"1,896\",\"1,456\",\"3,534\",\"5,000\",\"1,746\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"3.96\",\"3.04\",\"8.01\",\"10.69\",\"4.01\"],[\"\u6bdb\u5229\u7387\",\"20.8%\",\"26.4%\",\"34.3%\",\"40.6%\",\"42.6%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"10.5%\",\"16.6%\",\"26.3%\",\"32.8%\",\"36.1%\"],[\"\u6de8\u5229\u7387\",\"13.6%\",\"9.3%\",\"23.4%\",\"26.9%\",\"10.7%\"]]}]}]}","ifam_metrics_tabs":"{\"default\":0,\"tabs\":[{\"key\":\"quarter\",\"label\":\"\u5b63\u5ea6\",\"tables\":[{\"title\":\"\u7372\u5229\u80fd\u529b\",\"head\":[\"\",\"2026 Q3\",\"2026 Q2\",\"2026 Q1\",\"2025 Q4\",\"2025 Q3\",\"2025 Q2\",\"2025 Q1\",\"2024 Q4\"],\"rows\":[[\"\u6bdb\u5229\u7387\",\"20.0%\",\"20.6%\",\"20.8%\",\"25.7%\",\"18.4%\",\"25.8%\",\"26.4%\",\"30.1%\"],[\"\u6de8\u5229\u7387\",\"10.1%\",\"24.8%\",\"13.6%\",\"15.2%\",\"13.6%\",\"10.5%\",\"9.3%\",\"2.9%\"],[\"\u6bdb\u5229\u00f7\u7e3d\u8cc7\u7522*\",\"4.6%\",\"5.8%\",\"5.4%\",\"6.9%\",\"5.1%\",\"7.6%\",\"7.3%\",\"8.7%\"],[\"ROCE*\",\"5.4%\",\"14.0%\",\"7.1%\",\"8.1%\",\"6.3%\",\"6.3%\",\"5.8%\",\"2.6%\"]]},{\"title\":\"\u6210\u9577\u6027\",\"head\":[\"\",\"2026 Q3\",\"2026 Q2\",\"2026 Q1\",\"2025 Q4\",\"2025 Q3\",\"2025 Q2\",\"2025 Q1\",\"2024 Q4\"],\"rows\":[[\"\u71df\u6536\u5e74\u6210\u9577\u7387\",\"+2.6%\",\"-5.0%\",\"-10.3%\",\"-11.3%\",\"-8.7%\",\"+4.5%\",\"+3.4%\",\"-2.5%\"],[\"\u6de8\u5229\u5e74\u6210\u9577\u7387\",\"-23.6%\",\"+124.7%\",\"+30.2%\",\"+364.3%\",\"-33.3%\",\"-41.6%\",\"-58.8%\",\"-89.3%\"],[\"\u71df\u696d\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"+138.9%\",\"-59.7%\",\"-34.4%\",\"-25.0%\",\"-31.0%\",\"+25.3%\",\"-50.9%\",\"+11.0%\"],[\"\u81ea\u7531\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"+106.4%\",\"+97.2%\",\"+73.5%\",\"+37.2%\",\"+55.9%\",\"+73.7%\",\"-26.2%\",\"+41.0%\"]]},{\"title\":\"\u71df\u904b\u8207\u8ca1\u52d9\u97cc\u6027\",\"head\":[\"\",\"2026 Q3\",\"2026 Q2\",\"2026 Q1\",\"2025 Q4\",\"2025 Q3\",\"2025 Q2\",\"2025 Q1\",\"2024 Q4\"],\"rows\":[[\"\u61c9\u6536\u5e33\u6b3e\u6536\u73fe\u5929\u6578\",\"60.7\",\"61.5\",\"65.7\",\"64.4\",\"64.2\",\"59.0\",\"61.2\",\"55.8\"],[\"\u5e73\u5747\u552e\u8ca8\u5929\u6578\",\"95.6\",\"87.0\",\"88.2\",\"86.8\",\"78.7\",\"85.4\",\"92.1\",\"93.3\"],[\"\u61c9\u4ed8\u5e33\u6b3e\u4ed8\u73fe\u5929\u6578\",\"33.1\",\"29.5\",\"29.2\",\"30.9\",\"27.8\",\"30.4\",\"34.5\",\"33.8\"],[\"\u73fe\u91d1\u5faa\u74b0\u9031\u671f\",\"123.2\",\"119.0\",\"124.7\",\"120.2\",\"115.0\",\"114.0\",\"118.9\",\"115.4\"],[\"\u6d41\u52d5\u6bd4\u7387\",\"1.63\",\"1.28\",\"1.24\",\"1.60\",\"1.26\",\"1.35\",\"1.15\",\"1.24\"],[\"\u901f\u52d5\u6bd4\u7387\",\"1.50\",\"1.09\",\"1.06\",\"1.41\",\"1.08\",\"1.15\",\"0.97\",\"1.06\"]]}]},{\"key\":\"year\",\"label\":\"\u5e74\u5ea6\",\"tables\":[{\"title\":\"\u7372\u5229\u80fd\u529b\",\"head\":[\"\",\"2025\",\"2024\",\"2023\",\"2022\",\"2021\"],\"rows\":[[\"\u6bdb\u5229\u7387\",\"24.1%\",\"31.6%\",\"37.4%\",\"43.2%\",\"38.1%\"],[\"\u6de8\u5229\u7387\",\"12.1%\",\"15.7%\",\"28.0%\",\"21.9%\",\"19.4%\"],[\"\u6bdb\u5229\u00f7\u7e3d\u8cc7\u7522*\",\"6.6%\",\"9.6%\",\"14.8%\",\"19.0%\",\"19.0%\"],[\"ROCE*\",\"6.6%\",\"9.7%\",\"21.9%\",\"16.3%\",\"18.1%\"]]},{\"title\":\"\u6210\u9577\u6027\",\"head\":[\"\",\"2025\",\"2024\",\"2023\",\"2022\",\"2021\"],\"rows\":[[\"\u71df\u6536\u5e74\u6210\u9577\u7387\",\"-3.2%\",\"-11.4%\",\"+0.5%\",\"+15.0%\",\"+10.4%\"],[\"\u6de8\u5229\u5e74\u6210\u9577\u7387\",\"-25.7%\",\"-50.2%\",\"+28.6%\",\"+29.5%\",\"-9.4%\"],[\"\u71df\u696d\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"-15.3%\",\"-19.0%\",\"-50.6%\",\"+28.2%\",\"+101.2%\"],[\"\u81ea\u7531\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"+37.6%\",\"-82.9%\",\"-172.2%\",\"+6.3%\",\"+270.8%\"]]},{\"title\":\"\u71df\u904b\u8207\u8ca1\u52d9\u97cc\u6027\",\"head\":[\"\",\"2025\",\"2024\",\"2023\",\"2022\",\"2021\"],\"rows\":[[\"\u61c9\u6536\u5e33\u6b3e\u6536\u73fe\u5929\u6578\",\"61.0\",\"58.9\",\"51.9\",\"49.7\",\"50.8\"],[\"\u5e73\u5747\u552e\u8ca8\u5929\u6578\",\"85.9\",\"87.8\",\"73.9\",\"72.3\",\"69.9\"],[\"\u61c9\u4ed8\u5e33\u6b3e\u4ed8\u73fe\u5929\u6578\",\"31.9\",\"36.6\",\"34.1\",\"36.9\",\"37.0\"],[\"\u73fe\u91d1\u5faa\u74b0\u9031\u671f\",\"115.0\",\"110.1\",\"91.7\",\"85.1\",\"83.7\"],[\"\u6d41\u52d5\u6bd4\u7387\",\"1.60\",\"1.24\",\"1.21\",\"3.06\",\"2.85\"],[\"\u901f\u52d5\u6bd4\u7387\",\"1.41\",\"1.06\",\"1.09\",\"2.82\",\"2.62\"]]}]}]}","ifam_chips":"{\"date\":\"2026-11-12\",\"label\":\"11\/12\u7576\u65e5\",\"volume_lot\":\"15,509\",\"avg_price\":\"642.63\",\"note\":\"\u8cc7\u6599\u4f86\u6e90\uff1a\u8b49\u5238\u4ea4\u6613\u6240\u4e09\u5927\u6cd5\u4eba\u8cb7\u8ce3\u65e5\u5831\u8868\uff082026-11-12\uff09\u3002\u300c\u5916\u8cc7\u300d\u542b\u5916\u8cc7\u81ea\u71df\u5546\uff0c\u300c\u81ea\u71df\u5546\u300d\u542b\u907f\u96aa\u8207\u81ea\u884c\u8cb7\u8ce3\u3002\u5404\u6cd5\u4eba\u7684\u6210\u4ea4\u91d1\u984d\u4e26\u975e\u539f\u59cb\u63ed\u9732\u8cc7\u6599\uff0c\u8868\u4e2d\u91d1\u984d\u70ba\u8a72\u6cd5\u4eba\u5f35\u6578 \u00d7 \u7576\u65e5\u6210\u4ea4\u5747\u50f9 642.63 \u5143\u63a8\u7b97\uff1b\u7576\u65e5\u7e3d\u6210\u4ea4\u91cf 15,509 \u5f35\u3002\",\"groups\":[{\"name\":\"\u5916\u8cc7\",\"dir\":\"up\",\"streak\":\"\u90232\u8ce3\u2192\u90232\u8cb7\",\"rows\":[[\"\u5f35\u6578\",\"6,405\",\"5,664\",\"+741\"],[\"\u91d1\u984d(\u5143)\",\"41.2\u5104\",\"36.4\u5104\",\"+4.8\u5104\"],[\"\u5747\u50f9(\u5143)\",\"642.63\",\"642.63\",\"642.63\"],[\"\u4f54\u6210\u4ea4\u6bd4\u91cd(%)\",\"41.3%\",\"36.5%\",\"\u4e0d\u9069\u7528\"]]},{\"name\":\"\u6295\u4fe1\",\"dir\":\"down\",\"streak\":\"\u90231\u8cb7\u2192\u90239\u8ce3\",\"rows\":[[\"\u5f35\u6578\",\"43\",\"385\",\"-342\"],[\"\u91d1\u984d(\u5143)\",\"2,771\u842c\",\"2.5\u5104\",\"-2.2\u5104\"],[\"\u5747\u50f9(\u5143)\",\"642.63\",\"642.63\",\"642.63\"],[\"\u4f54\u6210\u4ea4\u6bd4\u91cd(%)\",\"0.3%\",\"2.5%\",\"\u4e0d\u9069\u7528\"]]},{\"name\":\"\u81ea\u71df\u5546\",\"dir\":\"down\",\"streak\":\"\u90231\u8cb7\u2192\u8ce3\",\"rows\":[[\"\u5f35\u6578\",\"385\",\"579\",\"-194\"],[\"\u91d1\u984d(\u5143)\",\"2.5\u5104\",\"3.7\u5104\",\"-1.2\u5104\"],[\"\u5747\u50f9(\u5143)\",\"642.63\",\"642.63\",\"642.63\"],[\"\u4f54\u6210\u4ea4\u6bd4\u91cd(%)\",\"2.5%\",\"3.7%\",\"\u4e0d\u9069\u7528\"]]},{\"name\":\"\u4e09\u5927\u6cd5\u4eba\",\"dir\":\"up\",\"streak\":\"\u902319\u8ce3\u2192\u90232\u8cb7\",\"rows\":[[\"\u5f35\u6578\",\"6,833\",\"6,628\",\"+205\"],[\"\u91d1\u984d(\u5143)\",\"43.9\u5104\",\"42.6\u5104\",\"+1.3\u5104\"],[\"\u5747\u50f9(\u5143)\",\"642.63\",\"642.63\",\"642.63\"],[\"\u4f54\u6210\u4ea4\u6bd4\u91cd(%)\",\"44.1%\",\"42.7%\",\"\u4e0d\u9069\u7528\"]]}]}","ifam_candle":"{\"date\":\"2026-11-13\",\"label\":\"11\/13\",\"today\":[],\"recent\":[{\"rule\":\"4-4\",\"name\":\"\u591a\u982d\u5341\u5b57\u661f\u672a\u7372\u78ba\u8a8d\",\"level\":\"\u672a\u7372\u78ba\u8a8d\",\"dir\":\"\",\"text\":\"\u524d\u4e00\u500b\u4ea4\u6613\u65e5\u51fa\u73fe\u591a\u982d\u5341\u5b57\u661f\uff0c\u4f46\u7576\u65e5\u6c92\u6709\u9577\u7d05K\u8ddf\u9032\u3002\u591a\u7a7a\u50f5\u6301\u9084\u6c92\u6709\u7d50\u679c\uff0c\u80a1\u50f9\u65b9\u5411\u4ecd\u4e0d\u660e\u6717\u3002\",\"date\":\"11\/09\",\"dir_word\":\"\u65b9\u5411\u672a\u660e\"},{\"rule\":\"4-1\",\"name\":\"\u591a\u982d\u5341\u5b57\u661f\",\"level\":\"\u9810\u8b66\",\"dir\":\"up\",\"text\":\"\u9577\u9ed1K\u4e4b\u5f8c\u8df3\u7a7a\u958b\u4f4e\uff0c\u6536\u6210\u5341\u5b57\u7dda\u3002\u8ce3\u65b9\u63a8\u4e0d\u4e0b\u53bb\u3001\u8cb7\u65b9\u4e5f\u9084\u6c92\u63a5\u624b\uff0c\u591a\u7a7a\u9677\u5165\u50f5\u6301\u3002\u6280\u8853\u5206\u6790\u4e0a\u4e00\u822c\u8a8d\u70ba\uff0c\u9019\u500b\u578b\u614b\u51fa\u73fe\u5f8c\uff0c\u80a1\u50f9\u6b62\u8dcc\u56de\u5347\u7684\u6bd4\u4f8b\u6bd4\u5e73\u5e38\u9ad8\u3002\",\"date\":\"11\/06\",\"dir_word\":\"\u504f\u591a\"},{\"rule\":\"1-3\",\"name\":\"\u591a\u982d\u6bcd\u5b50\u7dda\u672a\u7372\u78ba\u8a8d\",\"level\":\"\u672a\u7372\u78ba\u8a8d\",\"dir\":\"\",\"text\":\"\u524d\u4e00\u500b\u4ea4\u6613\u65e5\u51fa\u73fe\u591a\u982d\u6bcd\u5b50\u7dda\uff0c\u4f46\u7576\u65e5\u6c92\u6709\u6536\u9ad8\u7684\u7d05K\u8ddf\u9032\u3002\u6b62\u8dcc\u7684\u8a0a\u865f\u6c92\u6709\u88ab\u78ba\u8a8d\uff0c\u4ecd\u5c6c\u6574\u7406\uff0c\u80a1\u50f9\u65b9\u5411\u4ecd\u4e0d\u660e\u6717\u3002\",\"date\":\"10\/29\",\"dir_word\":\"\u65b9\u5411\u672a\u660e\"},{\"rule\":\"1-1\",\"name\":\"\u591a\u982d\u6bcd\u5b50\u7dda\",\"level\":\"\u9810\u8b66\",\"dir\":\"up\",\"text\":\"\u80a1\u50f9\u4e0b\u8dcc\u4e00\u6bb5\u5f8c\uff0c\u9577\u9ed1K\u7684\u9694\u65e5\u51fa\u73fe\u4e00\u6839\u5c0fK\u7dda\uff0c\u800c\u4e14\u6c92\u6709\u518d\u8dcc\u7834\u524d\u4e00\u65e5\u7684\u4f4e\u9ede\u3002\u8ce3\u58d3\u66ab\u6642\u505c\u4e86\u4e0b\u4f86\uff0c\u4f46\u53ea\u4ee3\u8868\u8dcc\u52e2\u505c\u9813\uff0c\u65b9\u5411\u9084\u6c92\u6709\u8868\u614b\u3002\u6280\u8853\u5206\u6790\u4e0a\u4e00\u822c\u8a8d\u70ba\uff0c\u9019\u500b\u578b\u614b\u51fa\u73fe\u5f8c\uff0c\u80a1\u50f9\u6b62\u8dcc\u56de\u5347\u7684\u6bd4\u4f8b\u6bd4\u5e73\u5e38\u9ad8\u3002\",\"date\":\"10\/28\",\"dir_word\":\"\u504f\u591a\"},{\"rule\":\"3-4\",\"name\":\"\u5012\u9318\u7dda\u672a\u7372\u78ba\u8a8d\",\"level\":\"\u672a\u7372\u78ba\u8a8d\",\"dir\":\"\",\"text\":\"\u524d\u4e00\u500b\u4ea4\u6613\u65e5\u51fa\u73fe\u5012\u9318\u7dda\uff0c\u4f46\u7576\u65e5\u6c92\u6709\u9577\u7d05K\u8ddf\u9032\u3002\u8cb7\u65b9\u7684\u53cd\u653b\u6c92\u6709\u6210\u5f62\uff0c\u80a1\u50f9\u65b9\u5411\u4ecd\u4e0d\u660e\u6717\u3002\",\"date\":\"10\/21\",\"dir_word\":\"\u65b9\u5411\u672a\u660e\"},{\"rule\":\"3-1\",\"name\":\"\u5012\u9318\u7dda\",\"level\":\"\u9810\u8b66\",\"dir\":\"up\",\"text\":\"\u80a1\u50f9\u4e0b\u8dcc\u4e00\u6bb5\u5f8c\uff0c\u51fa\u73fe\u4e00\u6839\u4e0a\u5f71\u7dda\u5f88\u9577\u3001\u5be6\u9ad4\u5f88\u5c0f\u7684K\u7dda\u3002\u8cb7\u65b9\u76e4\u4e2d\u8a66\u8457\u53cd\u653b\uff0c\u4f46\u6536\u76e4\u6c92\u80fd\u5b88\u4f4f\uff0c\u5c6c\u65bc\u8a66\u63a2\u6027\u7684\u8a0a\u865f\u3002\u6280\u8853\u5206\u6790\u4e0a\u4e00\u822c\u8a8d\u70ba\uff0c\u9019\u500b\u578b\u614b\u51fa\u73fe\u5f8c\uff0c\u80a1\u50f9\u6b62\u8dcc\u56de\u5347\u7684\u6bd4\u4f8b\u6bd4\u5e73\u5e38\u9ad8\u3002\",\"date\":\"10\/20\",\"dir_word\":\"\u504f\u591a\"},{\"rule\":\"9-4\",\"name\":\"\u9318\u5b50\u7dda\u672a\u7372\u78ba\u8a8d\",\"level\":\"\u672a\u7372\u78ba\u8a8d\",\"dir\":\"\",\"text\":\"\u524d\u4e00\u500b\u4ea4\u6613\u65e5\u51fa\u73fe\u9318\u5b50\u7dda\uff0c\u4f46\u7576\u65e5\u6536\u76e4\u6c92\u6709\u7ad9\u4e0a\u9318\u5b50\u7dda\u7684\u9ad8\u9ede\u3002\u4e0b\u65b9\u7684\u627f\u63a5\u9084\u6c92\u6709\u8f49\u6210\u653b\u52e2\uff0c\u80a1\u50f9\u65b9\u5411\u4ecd\u4e0d\u660e\u6717\u3002\",\"date\":\"10\/20\",\"dir_word\":\"\u65b9\u5411\u672a\u660e\"},{\"rule\":\"9-1\",\"name\":\"\u9318\u5b50\u7dda\",\"level\":\"\u9810\u8b66\",\"dir\":\"up\",\"text\":\"\u80a1\u50f9\u4e0b\u8dcc\u4e00\u6bb5\u5f8c\uff0c\u51fa\u73fe\u4e00\u6839\u4e0b\u5f71\u7dda\u5f88\u9577\u3001\u5be6\u9ad4\u5f88\u5c0f\u7684K\u7dda\u3002\u76e4\u4e2d\u66fe\u88ab\u6bba\u4f4e\uff0c\u4f46\u6536\u76e4\u524d\u88ab\u8cb7\u4e86\u56de\u4f86\uff0c\u4e0b\u65b9\u6709\u4eba\u627f\u63a5\uff0c\u5c6c\u65bc\u8a66\u63a2\u6027\u7684\u8a0a\u865f\u3002\u6280\u8853\u5206\u6790\u4e0a\u4e00\u822c\u8a8d\u70ba\uff0c\u9019\u500b\u578b\u614b\u51fa\u73fe\u5f8c\uff0c\u80a1\u50f9\u6b62\u8dcc\u56de\u5347\u7684\u6bd4\u4f8b\u6bd4\u5e73\u5e38\u9ad8\u3002\",\"date\":\"10\/19\",\"dir_word\":\"\u504f\u591a\"},{\"rule\":\"3-4\",\"name\":\"\u5012\u9318\u7dda\u672a\u7372\u78ba\u8a8d\",\"level\":\"\u672a\u7372\u78ba\u8a8d\",\"dir\":\"\",\"text\":\"\u524d\u4e00\u500b\u4ea4\u6613\u65e5\u51fa\u73fe\u5012\u9318\u7dda\uff0c\u4f46\u7576\u65e5\u6c92\u6709\u9577\u7d05K\u8ddf\u9032\u3002\u8cb7\u65b9\u7684\u53cd\u653b\u6c92\u6709\u6210\u5f62\uff0c\u80a1\u50f9\u65b9\u5411\u4ecd\u4e0d\u660e\u6717\u3002\",\"date\":\"10\/16\",\"dir_word\":\"\u65b9\u5411\u672a\u660e\"},{\"rule\":\"1-3\",\"name\":\"\u591a\u982d\u6bcd\u5b50\u7dda\u672a\u7372\u78ba\u8a8d\",\"level\":\"\u672a\u7372\u78ba\u8a8d\",\"dir\":\"\",\"text\":\"\u524d\u4e00\u500b\u4ea4\u6613\u65e5\u51fa\u73fe\u591a\u982d\u6bcd\u5b50\u7dda\uff0c\u4f46\u7576\u65e5\u6c92\u6709\u6536\u9ad8\u7684\u7d05K\u8ddf\u9032\u3002\u6b62\u8dcc\u7684\u8a0a\u865f\u6c92\u6709\u88ab\u78ba\u8a8d\uff0c\u4ecd\u5c6c\u6574\u7406\uff0c\u80a1\u50f9\u65b9\u5411\u4ecd\u4e0d\u660e\u6717\u3002\",\"date\":\"10\/15\",\"dir_word\":\"\u65b9\u5411\u672a\u660e\"}],\"recent_days\":20,\"caption\":\"K\u7dda\u5716\u4f9d\u8a72\u5e7e\u65e5\u7684\u9084\u539f\u958b\u9ad8\u4f4e\u6536\u50f9\u7e6a\u88fd\u3002\u578b\u614b\u70ba\u6b77\u53f2\u50f9\u683c\u884c\u70ba\u7684\u63cf\u8ff0\uff0c\u4e0d\u69cb\u6210\u4efb\u4f55\u6295\u8cc7\u5efa\u8b70\u3002\",\"note\":\"K\u7dda\u578b\u614b\u8a0a\u865f\u7531\u7a0b\u5f0f\u4f9d\u6bcf\u65e5\u7684\u958b\u76e4\u3001\u6700\u9ad8\u3001\u6700\u4f4e\u3001\u6536\u76e4\u50f9\u81ea\u52d5\u8fa8\u8b58\uff0c\u300c\u4e0b\u8dcc\u4e00\u6bb5\uff0f\u4e0a\u6f32\u4e00\u6bb5\u300d\u4ee5\u578b\u614b\u51fa\u73fe\u524d 5 \u500b\u4ea4\u6613\u65e5\u7684\u9084\u539f\u6536\u76e4\u50f9\u6f32\u8dcc\u5224\u65b7\u3002\u4e0a\u8ff0\u8aaa\u660e\u7d14\u7cb9\u662f\u4f9d\u578b\u614b\u672c\u8eab\u7684\u4e00\u822c\u89e3\u8b80\u6240\u505a\u7684\u63a8\u8ad6\uff0c\u4e0d\u4ee3\u8868\u672c\u516c\u53f8\u5c0d\u8a72\u500b\u80a1\u7684\u770b\u6cd5\uff0c\u4ea6\u975e\u8cb7\u8ce3\u5efa\u8b70\uff1b\u8a0a\u865f\u6709\u53ef\u80fd\u5931\u6548\uff0c\u904e\u53bb\u51fa\u73fe\u7684\u578b\u614b\u4e0d\u4ee3\u8868\u672a\u4f86\u7684\u80a1\u50f9\u8d70\u52e2\u3002\"}","ifam_margin":"{\"date\":\"2026-11-12\",\"label\":\"11\/12\u7576\u65e5\",\"tables\":[{\"head\":[\"11\/12\u7576\u65e5\",\"\u878d\u8cc7(\u5f35)\",\"\u878d\u5238(\u5f35)\"],\"rows\":[{\"k\":\"\u8cb7\u9032\",\"v\":[\"386\",\"14\"]},{\"k\":\"\u8ce3\u51fa\",\"v\":[\"1,045\",\"22\"]},{\"k\":\"\u73fe\u511f\",\"v\":[\"2\",\"0\"]},{\"k\":\"\u589e\u6e1b\",\"v\":[\"-661\",\"+8\"],\"t\":[\"down\",\"up\"]},{\"k\":\"\u9918\u984d\",\"v\":[\"8,992\",\"203\"]},{\"k\":\"\u4f7f\u7528\u7387\",\"v\":[\"6.8%\",\"0.2%\"]},{\"k\":\"\u9023\u589e\u9023\u6e1b\",\"v\":[\"\u589e\u2192\u6e1b\",\"\u90233\u6e1b\u2192\u589e\"],\"t\":[\"down\",\"up\"]},{\"k\":\"\u8cc7\u5238\u4e92\u62b5\",\"v\":[\"\",\"9\"]},{\"k\":\"\u8cc7\u5238\u7576\u6c96\",\"v\":[\"\",\"0.1%\"]},{\"k\":\"\u5238\u8cc7\u6bd4\",\"v\":[\"\",\"2.3%\"]}]},{\"head\":[\"11\/12\u7576\u65e5\",\"\u501f\u5238\u8ce3\u51fa(\u5f35)\"],\"rows\":[{\"k\":\"\u8ce3\u51fa\",\"v\":[\"73\"]},{\"k\":\"\u9084\u5238\",\"v\":[\"281\"]},{\"k\":\"\u8abf\u6574\",\"v\":[\"0\"]},{\"k\":\"\u589e\u6e1b\",\"v\":[\"-208\"],\"t\":[\"down\"]},{\"k\":\"\u9918\u984d\",\"v\":[\"12,376\"]},{\"k\":\"\u6b21\u65e5\u9650\u984d\",\"v\":[\"426\"]}]}],\"note\":\"\u8cc7\u6599\u4f86\u6e90\uff1a\u8b49\u5238\u4ea4\u6613\u6240\u3001\u6ac3\u8cb7\u4e2d\u5fc3\u4fe1\u7528\u4ea4\u6613\u8207\u501f\u5238\u8ce3\u51fa\u9918\u984d\u7d71\u8a08\uff082026-11-12\uff09\u3002\u878d\u5238\u6b04\u7684\u300c\u8cb7\u9032\u300d\u70ba\u878d\u5238\u56de\u88dc\u3001\u300c\u73fe\u511f\u300d\u70ba\u73fe\u5238\u511f\u9084\u3002\u4f7f\u7528\u7387\uff1d\u9918\u984d \u00f7 \u878d\u8cc7\uff08\u878d\u5238\uff09\u9650\u984d\uff1b\u8cc7\u5238\u7576\u6c96\uff1d\u8cc7\u5238\u4e92\u62b5\u5f35\u6578 \u00f7 \u7576\u65e5\u6210\u4ea4\u91cf\uff1b\u5238\u8cc7\u6bd4\uff1d\u878d\u5238\u9918\u984d \u00f7 \u878d\u8cc7\u9918\u984d\u3002\"}","ifam_financials":"[{\"title\":\"\u57fa\u790e\u8ca1\u52d9\u8cc7\u8a0a\uff0d\u9810\u4f30\",\"header\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2024 (A)\",\"2025 (A)\",\"2026 (E)\",\"2027 (F)\",\"2028 (F)\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"62,626\",\"60,598\",\"62,860\",\"83,600\",\"113,400\"],[\"\u71df\u696d\u6bdb\u5229\",\"19,804\",\"14,624\",\"\",\"\",\"\"],[\"\u71df\u696d\u5229\u76ca\",\"14,118\",\"8,636\",\"\",\"\",\"\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"9,846\",\"7,312\",\"\",\"\",\"\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"20.66\",\"15.26\",\"21.3\",\"34.1\",\"48.6\"],[\"\u6bdb\u5229\u7387\",\"31.6%\",\"24.1%\",\"\",\"\",\"\"],[\"\u6de8\u5229\u7387\",\"15.7%\",\"12.1%\",\"\",\"\",\"\"],[\"\u71df\u6536\u5e74\u589e\u7387 (YoY,%)\",\"-11.4%\",\"-3.2%\",\"3.7%\",\"33.0%\",\"35.6%\"],[\"\u6de8\u5229\u5e74\u589e\u7387 (YoY,%)\",\"-50.2%\",\"-25.7%\",\"39.6%\",\"60.1%\",\"42.5%\"]],\"notes\":[\"\u8a3b\uff1a\u7a05\u5f8c\u6de8\u5229\uff0f\u6de8\u5229\u7387\u63a1\u300c\u6b78\u5c6c\u6bcd\u516c\u53f8\u696d\u4e3b\u6de8\u5229\u300d\u3002\",\"\uff0a\u57fa\u672c\u6bcf\u80a1\u76c8\u9918\u8207\u7a00\u91cb\u6bcf\u80a1\u76c8\u9918\u4e0d\u540c\uff0c\u8868\u5217\u70ba\u7a00\u91cb\u6bcf\u80a1\u76c8\u9918\uff1b\u57fa\u672c\u6bcf\u80a1\u76c8\u9918\uff1a2024 (A) 21.06\u30012025 (A) 15.29\u30012025 Q2 3.52\u30012025 Q3 4.12\u30012025 Q4 4.61\u30012026 Q1 3.97\u30012026 Q2 7.90\u3002\",\"\uff0a\u8868\u4e00 (E)\uff0f(F) \u6b04\u70ba\u672c\u516c\u53f8\u6574\u7406\u81ea\u516c\u958b\u8cc7\u8a0a\uff0c\u975e\u516c\u53f8\u516c\u5e03\u4e4b\u6578\u5b57\uff0c\u4ea6\u4e0d\u4ee3\u8868\u524d\u9032\u667a\u80fd\u6295\u9867\u4e4b\u89c0\u9ede\u3002\"]},{\"title\":\"\u57fa\u790e\u8ca1\u52d9\u8cc7\u8a0a\uff0d\u904e\u53bb\u4e94\u5b63\",\"header\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2025 Q2\",\"2025 Q3\",\"2025 Q4\",\"2026 Q1\",\"2026 Q2\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"16,008\",\"14,493\",\"14,502\",\"13,985\",\"15,214\"],[\"\u71df\u696d\u6bdb\u5229\",\"4,123\",\"2,662\",\"3,726\",\"2,914\",\"3,140\"],[\"\u71df\u696d\u5229\u76ca\",\"2,438\",\"1,230\",\"2,379\",\"1,475\",\"1,423\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"1,682\",\"1,969\",\"2,205\",\"1,896\",\"3,779\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"3.51\",\"4.12\",\"4.60\",\"3.96\",\"7.90\"]],\"notes\":[]},{\"title\":\"\u95dc\u9375\u8ca1\u52d9\u6307\u6a19\",\"header\":[null,\"2025 Q2\",\"2025 Q3\",\"2025 Q4\",\"2026 Q1\",\"2026 Q2\"],\"rows\":[[\"\u7372\u5229\u80fd\u529b\",\"\",\"\",\"\",\"\",\"\"],[\"\u6bdb\u5229\u7387\",\"25.8%\",\"18.4%\",\"25.7%\",\"20.8%\",\"20.6%\"],[\"\u6de8\u5229\u7387\",\"10.5%\",\"13.6%\",\"15.2%\",\"13.6%\",\"24.8%\"],[\"\u6bdb\u5229\u00f7\u7e3d\u8cc7\u7522*\",\"7.6%\",\"5.1%\",\"6.9%\",\"5.4%\",\"5.8%\"],[\"ROCE*\",\"6.3%\",\"6.3%\",\"8.1%\",\"7.1%\",\"14.0%\"],[\"\u6210\u9577\u6027\",\"\",\"\",\"\",\"\",\"\"],[\"\u71df\u6536\u5e74\u6210\u9577\u7387\",\"+4.5%\",\"-8.7%\",\"-11.3%\",\"-10.3%\",\"-5.0%\"],[\"\u6de8\u5229\u5e74\u6210\u9577\u7387\",\"-41.6%\",\"-33.3%\",\"+364.3%\",\"+30.2%\",\"+124.7%\"],[\"\u71df\u696d\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"+25.3%\",\"-31.0%\",\"-25.0%\",\"-34.4%\",\"-59.7%\"],[\"\u81ea\u7531\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"+73.7%\",\"+55.9%\",\"+37.2%\",\"+73.5%\",\"+97.2%\"],[\"\u71df\u904b\u8207\u8ca1\u52d9\u97cc\u6027\",\"\",\"\",\"\",\"\",\"\"],[\"\u61c9\u6536\u5e33\u6b3e\u6536\u73fe\u5929\u6578\",\"59.0\",\"64.2\",\"64.4\",\"65.7\",\"61.5\"],[\"\u5e73\u5747\u552e\u8ca8\u5929\u6578\",\"85.4\",\"78.7\",\"86.8\",\"88.2\",\"87.0\"],[\"\u61c9\u4ed8\u5e33\u6b3e\u4ed8\u73fe\u5929\u6578\",\"30.4\",\"27.8\",\"30.9\",\"29.2\",\"29.5\"],[\"\u73fe\u91d1\u5faa\u74b0\u9031\u671f\",\"114.0\",\"115.0\",\"120.2\",\"124.7\",\"119.0\"],[\"\u6d41\u52d5\u6bd4\u7387\",\"1.35\",\"1.26\",\"1.60\",\"1.24\",\"1.28\"],[\"\u901f\u52d5\u6bd4\u7387\",\"1.15\",\"1.08\",\"1.41\",\"1.06\",\"1.09\"]],\"notes\":[]}]","ifam_fin_note":"","ifam_metrics_note":"","ifam_price":"{\"symbol\":\"6488\",\"name\":\"\u74b0\u7403\u6676\",\"updated\":\"2026-11-13\",\"source\":\"\u516c\u53f8\u8cc7\u6599\u5eab stock_clean.taiwan_stock_ta_indicators\uff1a\u8d70\u52e2\u5716\u7528 adj_close\uff08\u9084\u539f\u80a1\u50f9\uff09\uff0c\u50f9\u91cf\u5361\u7528\u7576\u65e5\u672a\u9084\u539f\u7684\u6536\u76e4\uff0f\u958b\u9ad8\u4f4e\u8207\u6210\u4ea4\u91cf\",\"latest\":{\"date\":\"2026-11-13\",\"close\":630,\"open\":645,\"high\":658,\"low\":623,\"prev_close\":622,\"change\":8,\"change_pct\":1.29,\"range\":35,\"amount\":\"54.39 \u5104\u5143\",\"volume\":8493,\"avg_volume_3m\":12251,\"market_cap\":\"3,327 \u5104\u5143\",\"shares\":\"5.28 \u5104\u80a1\"},\"annual\":[{\"year\":2026,\"pct\":55.77,\"ytd\":true},{\"year\":2025,\"pct\":10.55},{\"year\":2024,\"pct\":-32.82},{\"year\":2023,\"pct\":41.84},{\"year\":2022,\"pct\":-50.51},{\"year\":2021,\"pct\":28.38},{\"year\":2020,\"pct\":96.64},{\"year\":2019,\"pct\":46.77},{\"year\":2018,\"pct\":-28.05},{\"year\":2017,\"pct\":249.25}],\"series\":[[\"2025-11-13\",384.63],[\"2025-11-14\",381.66],[\"2025-11-17\",378.19],[\"2025-11-18\",354.89],[\"2025-11-19\",344.98],[\"2025-11-20\",349.44],[\"2025-11-21\",341.02],[\"2025-11-24\",374.72],[\"2025-11-25\",396.53],[\"2025-11-26\",377.2],[\"2025-11-27\",378.19],[\"2025-11-28\",372.74],[\"2025-12-01\",375.22],[\"2025-12-02\",375.22],[\"2025-12-03\",380.17],[\"2025-12-04\",383.64],[\"2025-12-05\",380.17],[\"2025-12-08\",379.68],[\"2025-12-09\",380.67],[\"2025-12-10\",379.68],[\"2025-12-11\",381.16],[\"2025-12-12\",376.7],[\"2025-12-15\",366.29],[\"2025-12-16\",361.34],[\"2025-12-17\",384.63],[\"2025-12-18\",369.76],[\"2025-12-19\",372.74],[\"2025-12-22\",379.18],[\"2025-12-23\",382.65],[\"2025-12-24\",378.69],[\"2025-12-26\",387.61],[\"2025-12-29\",398.51],[\"2025-12-30\",409.42],[\"2025-12-31\",404.44],[\"2026-01-02\",401.45],[\"2026-01-05\",411.41],[\"2026-01-06\",431.33],[\"2026-01-07\",468.19],[\"2026-01-08\",448.27],[\"2026-01-09\",427.85],[\"2026-01-12\",470.18],[\"2026-01-13\",474.17],[\"2026-01-14\",514.01],[\"2026-01-15\",487.12],[\"2026-01-16\",477.16],[\"2026-01-19\",497.08],[\"2026-01-20\",500.07],[\"2026-01-21\",492.6],[\"2026-01-22\",506.04],[\"2026-01-23\",525.97],[\"2026-01-26\",522.98],[\"2026-01-27\",509.03],[\"2026-01-28\",507.04],[\"2026-01-29\",500.07],[\"2026-01-30\",495.09],[\"2026-02-02\",471.18],[\"2026-02-03\",473.17],[\"2026-02-04\",477.65],[\"2026-02-05\",462.21],[\"2026-02-06\",464.21],[\"2026-02-09\",476.16],[\"2026-02-10\",489.61],[\"2026-02-11\",443.78],[\"2026-02-23\",423.36],[\"2026-02-24\",443.29],[\"2026-02-25\",450.76],[\"2026-02-26\",453.25],[\"2026-03-02\",438.31],[\"2026-03-03\",431.83],[\"2026-03-04\",446.77],[\"2026-03-05\",468.69],[\"2026-03-06\",465.2],[\"2026-03-09\",426.85],[\"2026-03-10\",441.29],[\"2026-03-11\",470.18],[\"2026-03-12\",427.35],[\"2026-03-13\",430.83],[\"2026-03-16\",438.8],[\"2026-03-17\",448.76],[\"2026-03-18\",479.15],[\"2026-03-19\",470.18],[\"2026-03-20\",467.19],[\"2026-03-23\",439.8],[\"2026-03-24\",429.84],[\"2026-03-25\",448.27],[\"2026-03-26\",452.75],[\"2026-03-27\",445.78],[\"2026-03-30\",435.32],[\"2026-03-31\",418.88],[\"2026-04-01\",411.91],[\"2026-04-02\",407.92],[\"2026-04-07\",410.41],[\"2026-04-08\",434.32],[\"2026-04-09\",445.78],[\"2026-04-10\",488.61],[\"2026-04-13\",497.58],[\"2026-04-14\",499.07],[\"2026-04-15\",514.01],[\"2026-04-16\",537.92],[\"2026-04-17\",503.06],[\"2026-04-20\",548.88],[\"2026-04-21\",594.7],[\"2026-04-22\",597.69],[\"2026-04-23\",569.8],[\"2026-04-24\",579.76],[\"2026-04-27\",617.61],[\"2026-04-28\",577.77],[\"2026-04-29\",533.94],[\"2026-04-30\",577.77],[\"2026-05-04\",603.67],[\"2026-05-05\",663.43],[\"2026-05-06\",718.22],[\"2026-05-07\",789.95],[\"2026-05-08\",798.91],[\"2026-05-11\",831.78],[\"2026-05-12\",781.98],[\"2026-05-13\",747.11],[\"2026-05-14\",784.97],[\"2026-05-15\",707.27],[\"2026-05-18\",695.31],[\"2026-05-19\",662.44],[\"2026-05-20\",635.54],[\"2026-05-21\",698.3],[\"2026-05-22\",714.24],[\"2026-05-25\",784.97],[\"2026-05-26\",862.66],[\"2026-05-27\",926.42],[\"2026-05-28\",923.43],[\"2026-05-29\",1011.09],[\"2026-06-01\",946.34],[\"2026-06-02\",936.38],[\"2026-06-03\",946.34],[\"2026-06-04\",866.65],[\"2026-06-05\",807.88],[\"2026-06-08\",765.04],[\"2026-06-09\",799.91],[\"2026-06-10\",772.02],[\"2026-06-11\",782.97],[\"2026-06-12\",860.67],[\"2026-06-15\",946.34],[\"2026-06-16\",1040.98],[\"2026-06-17\",1095.76],[\"2026-06-18\",1105.72],[\"2026-06-22\",1110.71],[\"2026-06-23\",1006.11],[\"2026-06-24\",961.28],[\"2026-06-25\",1035.99],[\"2026-06-26\",932.4],[\"2026-06-29\",911.48],[\"2026-06-30\",1001.13],[\"2026-07-01\",1100.74],[\"2026-07-02\",1200.36],[\"2026-07-03\",1250.17],[\"2026-07-06\",1329.86],[\"2026-07-07\",1200.36],[\"2026-07-08\",1225.26],[\"2026-07-09\",1344.8],[\"2026-07-13\",1479.28],[\"2026-07-14\",1509.17],[\"2026-07-15\",1474.3],[\"2026-07-16\",1370],[\"2026-07-17\",1240],[\"2026-07-20\",1265],[\"2026-07-21\",1205],[\"2026-07-22\",1240],[\"2026-07-23\",1120],[\"2026-07-24\",1030],[\"2026-07-27\",1065],[\"2026-07-28\",959],[\"2026-07-29\",864],[\"2026-07-30\",778],[\"2026-07-31\",855],[\"2026-08-03\",866],[\"2026-08-04\",952],[\"2026-08-05\",872],[\"2026-08-06\",872],[\"2026-08-07\",872],[\"2026-08-10\",854],[\"2026-08-11\",849],[\"2026-08-12\",933],[\"2026-08-13\",1025],[\"2026-08-14\",1010],[\"2026-08-17\",1020],[\"2026-08-18\",1060],[\"2026-08-19\",983],[\"2026-08-20\",993],[\"2026-08-21\",941],[\"2026-08-24\",1010],[\"2026-08-25\",980],[\"2026-08-26\",949],[\"2026-08-27\",958],[\"2026-08-28\",972],[\"2026-08-31\",912],[\"2026-09-01\",994],[\"2026-09-02\",967],[\"2026-09-03\",927],[\"2026-09-04\",981],[\"2026-09-07\",971],[\"2026-09-08\",955],[\"2026-09-09\",955],[\"2026-09-10\",917],[\"2026-09-11\",902],[\"2026-09-14\",900],[\"2026-09-15\",914],[\"2026-09-16\",937],[\"2026-09-17\",912],[\"2026-09-18\",944],[\"2026-09-21\",931],[\"2026-09-22\",971],[\"2026-09-23\",950],[\"2026-09-24\",948],[\"2026-09-29\",945],[\"2026-09-30\",1035],[\"2026-10-01\",1085],[\"2026-10-02\",1190],[\"2026-10-05\",1180],[\"2026-10-06\",1205],[\"2026-10-07\",1215],[\"2026-10-08\",1130],[\"2026-10-12\",1115],[\"2026-10-13\",1015],[\"2026-10-14\",1020],[\"2026-10-15\",923],[\"2026-10-16\",902],[\"2026-10-19\",882],[\"2026-10-20\",844],[\"2026-10-21\",880],[\"2026-10-22\",826],[\"2026-10-27\",814],[\"2026-10-28\",849],[\"2026-10-29\",814],[\"2026-10-30\",756],[\"2026-11-02\",760],[\"2026-11-03\",685],[\"2026-11-04\",619],[\"2026-11-05\",564],[\"2026-11-06\",512],[\"2026-11-09\",563],[\"2026-11-10\",612],[\"2026-11-11\",635],[\"2026-11-12\",622],[\"2026-11-13\",630]]}","ifam_pe_river":"{\"symbol\":\"6488\",\"source\":\"info.ifa.ai \u5e02\u5834\u8a55\u50f9\uff08\u672c\u76ca\u6bd4\u6cb3\u6d41\u5716\uff09\",\"sourceUrl\":\"https:\/\/info.ifa.ai\/tw-stock\/6488\/market-evaluation?indicator=channel%2F65f156d8f5ebd92955ad793b\",\"scrapedAt\":\"2026-11-13\",\"adjusted\":false,\"dates\":[\"2025-11-14\",\"2025-11-21\",\"2025-11-28\",\"2025-12-05\",\"2025-12-12\",\"2025-12-19\",\"2025-12-26\",\"2025-12-31\",\"2026-01-02\",\"2026-01-09\",\"2026-01-16\",\"2026-01-23\",\"2026-01-30\",\"2026-02-06\",\"2026-02-11\",\"2026-02-26\",\"2026-03-06\",\"2026-03-13\",\"2026-03-20\",\"2026-03-27\",\"2026-04-02\",\"2026-04-10\",\"2026-04-17\",\"2026-04-24\",\"2026-04-30\",\"2026-05-08\",\"2026-05-15\",\"2026-05-22\",\"2026-05-29\",\"2026-06-05\",\"2026-06-12\",\"2026-06-18\",\"2026-06-26\",\"2026-07-03\",\"2026-07-09\",\"2026-07-17\",\"2026-07-24\",\"2026-07-31\",\"2026-08-07\",\"2026-08-14\",\"2026-08-21\",\"2026-08-28\",\"2026-09-04\",\"2026-09-11\",\"2026-09-18\",\"2026-09-24\",\"2026-10-02\",\"2026-10-08\",\"2026-10-16\",\"2026-10-22\",\"2026-10-30\",\"2026-11-06\",\"2026-11-12\"],\"bands\":[{\"label\":\"9X\",\"values\":[105.07,105.07,105.07,105.07,105.07,105.07,105.07,105.07,137.63,137.63,137.63,137.63,137.63,137.63,137.63,137.63,137.63,137.63,137.63,137.63,145.92,145.92,145.92,145.92,145.92,145.92,145.92,145.92,145.92,145.92,145.92,145.92,145.92,185.4,185.4,185.4,185.4,185.4,185.4,185.4,185.4,185.4,185.4,185.4,185.4,185.4,176.66,159.93,159.93,159.93,159.93,159.93,159.93]},{\"label\":\"20.8X\",\"values\":[242.83,242.83,242.83,242.83,242.83,242.83,242.83,242.83,318.09,318.09,318.09,318.09,318.09,318.09,318.09,318.09,318.09,318.09,318.09,318.09,337.24,337.24,337.24,337.24,337.24,337.24,337.24,337.24,337.24,337.24,337.24,337.24,337.24,428.48,428.48,428.48,428.48,428.48,428.48,428.48,428.48,428.48,428.48,428.48,428.48,428.48,408.27,369.62,369.62,369.62,369.62,369.62,369.62]},{\"label\":\"32.6X\",\"values\":[380.59,380.59,380.59,380.59,380.59,380.59,380.59,380.59,498.54,498.54,498.54,498.54,498.54,498.54,498.54,498.54,498.54,498.54,498.54,498.54,528.55,528.55,528.55,528.55,528.55,528.55,528.55,528.55,528.55,528.55,528.55,528.55,528.55,671.55,671.55,671.55,671.55,671.55,671.55,671.55,671.55,671.55,671.55,671.55,671.55,671.55,639.89,579.31,579.31,579.31,579.31,579.31,579.31]},{\"label\":\"44.4X\",\"values\":[518.34,518.34,518.34,518.34,518.34,518.34,518.34,518.34,679,679,679,679,679,679,679,679,679,679,679,679,719.87,719.87,719.87,719.87,719.87,719.87,719.87,719.87,719.87,719.87,719.87,719.87,719.87,914.63,914.63,914.63,914.63,914.63,914.63,914.63,914.63,914.63,914.63,914.63,914.63,914.63,871.51,789,789,789,789,789,789]},{\"label\":\"56.2X\",\"values\":[656.1,656.1,656.1,656.1,656.1,656.1,656.1,656.1,859.45,859.45,859.45,859.45,859.45,859.45,859.45,859.45,859.45,859.45,859.45,859.45,911.19,911.19,911.19,911.19,911.19,911.19,911.19,911.19,911.19,911.19,911.19,911.19,911.19,1157.71,1157.71,1157.71,1157.71,1157.71,1157.71,1157.71,1157.71,1157.71,1157.71,1157.71,1157.71,1157.71,1103.13,998.69,998.69,998.69,998.69,998.69,998.69]},{\"label\":\"68X\",\"values\":[793.86,793.86,793.86,793.86,793.86,793.86,793.86,793.86,1039.91,1039.91,1039.91,1039.91,1039.91,1039.91,1039.91,1039.91,1039.91,1039.91,1039.91,1039.91,1102.51,1102.51,1102.51,1102.51,1102.51,1102.51,1102.51,1102.51,1102.51,1102.51,1102.51,1102.51,1102.51,1400.79,1400.79,1400.79,1400.79,1400.79,1400.79,1400.79,1400.79,1400.79,1400.79,1400.79,1400.79,1400.79,1334.74,1208.38,1208.38,1208.38,1208.38,1208.38,1208.38]}],\"price\":{\"label\":\"\u80a1\u50f9\",\"values\":[385,344,376,383.5,380,376,391,406,403,429.5,479,528,497,466,445.5,455,467,432.5,469,447.5,409.5,490.5,505,582,580,802,710,717,1015,811,864,1110,936,1255,1350,1240,1030,855,872,1010,941,972,981,902,944,948,1190,1130,902,826,756,512,622]}}","ifam_strategy_ytd":"{\"as_of\":\"2026-11-12\",\"bench\":51.19,\"rows\":{\"value:30\":84.04,\"value:15\":78.49,\"garp:30\":98.07,\"garp:15\":86.6,\"momentum:15\":104.91}}","ifam_growth":"<p><strong>\u74b0\u7403\u6676\u7684\u6210\u9577\u4f86\u81ea AI \u5e36\u52d5\u7684\u9ad8\u968e\u6676\u5713\u9700\u6c42\u8207\u50f9\u683c\u56de\u5347\uff1aHBM\u3001\u5148\u9032\u5c01\u88dd\u8207\u77fd\u5149\u5b50\u589e\u52a0 12 \u540b\u8207 SOI \u6676\u5713\u7684\u7528\u91cf\uff0c\u516c\u53f8\u9810\u671f 2027 \u5e74\u4f9b\u7d66\u6bd4 2026 \u5e74\u66f4\u5403\u7dca\uff0c\u9577\u7d04\u91cd\u7c3d\u53ef\u671b\u5e36\u52d5\u5e73\u5747\u552e\u50f9\u4e0a\u63da\uff1b\u7f8e\u570b\u5fb7\u5dde\u3001\u5bc6\u8607\u91cc\u7b49\u65b0\u7522\u80fd\u9678\u7e8c\u958b\u51fa\uff0c\u4e26\u8207\u7f8e\u5149\u7c3d\u8a02\u9577\u671f\u4f9b\u8ca8\u5354\u8b70\u3002<\/strong><\/p>\n<h4>\u4f9b\u9700\u8da8\u7dca\u8207\u6f32\u50f9<\/h4>\n<p>\u516c\u53f8\u5728\u5e74\u5831\u4e2d\u6307\u51fa\uff0c2025 \u5e74\u71df\u6536 605.98 \u5104\u5143\u3001\u5e74\u6e1b 3.24%\uff0c\u6bcf\u80a1\u76c8\u9918 15.29 \u5143\uff1bAI \u8207\u9ad8\u6548\u80fd\u904b\u7b97\u652f\u6490\u5148\u9032\u88fd\u7a0b\u8207\u9ad8\u968e\u6676\u5713\u9700\u6c42\uff0c\u6210\u719f\u88fd\u7a0b\u9700\u6c42\u56de\u5347\u5247\u8f03\u9810\u671f\u7de9\u6162\u3002\u8463\u4e8b\u9577\u5f90\u79c0\u862d\u5728 11 \u6708\u6cd5\u8aaa\u6703\u8868\u793a\uff0c2027 \u5e74\u77fd\u6676\u5713\u4f9b\u7d66\u5c07\u6bd4 2026 \u5e74\u66f4\u5403\u7dca\uff0c\u516c\u53f8\u6b63\u8207\u5ba2\u6236\u6d3d\u8ac7\u65b0\u9577\u7d04\u8207\u50f9\u683c\u8abf\u6574\uff0c\u65b0\u9577\u7d04\u3001\u73fe\u8ca8\u5747\u50f9\u4e0a\u5347\u8207\u7522\u54c1\u7d44\u5408\u6539\u5584\uff0c\u53ef\u671b\u5e36\u52d5 2027 \u5e74\u5e73\u5747\u552e\u50f9\u4e0a\u63da\uff1b\u76ee\u524d 12 \u540b\u7522\u80fd\u6eff\u8f09\uff0c8 \u540b\u8207 6 \u540b\u63a5\u8fd1\u6eff\u8f09\uff0c\u90e8\u5206\u5ba2\u6236\u5df2\u9858\u610f\u63d0\u524d\u63a5\u53d7\u6f32\u50f9\u3002\u5979\u4e5f\u9810\u671f\u5168\u7403\u77fd\u6676\u5713\u7522\u696d\u672a\u4f86\u5169\u5e74\u6bcf\u5e74\u96d9\u4f4d\u6578\u6210\u9577\u3002\u91ce\u6751\u8a8d\u70ba 2027\uff5e2028 \u5e74\u6676\u5713\u63a5\u5408 NAND\u3001\u6676\u80cc\u4f9b\u96fb\u8207\u77fd\u5149\u5b50\u7b49\u6280\u8853\u653e\u91cf\uff0c\u5c07\u4f7f\u6676\u5713\u6d88\u8017\u91cf\u5927\u589e\u3002<\/p>\n<h4>AI \u61c9\u7528\u8207\u65b0\u7522\u80fd<\/h4>\n<p>\u5f90\u79c0\u862d\u6307\u51fa\uff0cHBM\u3001\u5148\u9032\u5c01\u88dd\u3001HBM \u5806\u758a\u8207\u77fd\u5149\u5b50\u63d0\u9ad8\u6676\u5713\u7528\u91cf\uff0cSOI \u7279\u6b8a\u57fa\u677f\u56e0\u6b64\u53d7\u60e0\u3002\u516c\u53f8\u8868\u793a\uff0c\u7f8e\u570b\u5fb7\u5dde\u65b0\u5ee0\u51fa\u8ca8\u9023\u7e8c\u56db\u500b\u6708\u5275\u65b0\u9ad8\uff0c\u5728\u5730\u9700\u6c42\u5df2\u9ad8\u65bc\u73fe\u6709\u7522\u80fd\uff1b\u5bc6\u8607\u91cc\u5ee0 12 \u540b SOI \u7522\u51fa\u5275\u65b0\u9ad8\uff0c\u5f8c\u7e8c\u64f4\u7522\u8d85\u904e\u4e5d\u6210\u5df2\u4ee5\u9577\u7d04\u8207\u9810\u4ed8\u6b3e\u9396\u5b9a\u3002\u7f8e\u5149 7 \u6708\u8207\u74b0\u7403\u6676\u7c3d\u8a02 10 \u5e74\u4f9b\u8ca8\u5354\u8b70\uff0c11 \u6708\u516c\u53f8\u518d\u767c\u884c\u4e0a\u9650 5 \u5104\u7f8e\u5143\u3001\u7531\u7f8e\u5149\u5168\u984d\u8a8d\u8cfc\u7684\u79c1\u52df\u53ef\u8f49\u50b5\uff0c\u5f90\u79c0\u862d\u8868\u793a\u6b64\u8209\u6709\u52a9\u5c07\u5ba2\u6236\u672a\u4f86\u9700\u6c42\u8207\u88fd\u9020\u6295\u8cc7\u5c0d\u9f4a\u3002\u5e74\u5831\u4e5f\u63d0\u5230\uff0c\u516c\u53f8\u6301\u7e8c\u7814\u767c\u5148\u9032\u5c01\u88dd\u7528\u5ba2\u88fd\u5316\u6676\u5713\u3001GaN \u78ca\u6676\u6676\u5713\u8207\u6b21\u4e16\u4ee3\u8eca\u7528\u78b3\u5316\u77fd\u6676\u5713\u3002<\/p>\n<h4>\u5e02\u5834\u95dc\u6ce8\u7684\u8b8a\u6578<\/h4>\n<p>\u516c\u53f8\u8aaa\u660e\u6f32\u50f9\u4f9d\u7522\u54c1\u8207\u5408\u7d04\u500b\u5225\u8b70\u5b9a\uff0c\u7b2c\u56db\u5b63\u591a\u6578\u7522\u54c1\u4ecd\u6309\u65e2\u6709\u9577\u7d04\u6216\u5148\u524d\u5354\u5546\u7684\u50f9\u683c\u51fa\u8ca8\uff0c\u50f9\u683c\u6539\u5584\u6548\u76ca\u5c1a\u4e0d\u6703\u5168\u9762\u53cd\u6620\uff0c\u9810\u671f 2027 \u5e74\u7b2c\u4e00\u5b63\u5e73\u5747\u552e\u50f9\u512a\u65bc\u7b2c\u56db\u5b63\uff1b\u7fa9\u5927\u5229 Novara \u5ee0\u706b\u707d\u5f8c\u7684\u5fa9\u539f\u9032\u5ea6\u4e5f\u9650\u5236\u77ed\u671f\u71df\u6536\u3002\u7b2c\u4e09\u5b63\u6bdb\u5229\u7387 20%\uff0c\u524d\u4e09\u5b63\u6bdb\u5229\u7387\u5e74\u6e1b 3.1 \u500b\u767e\u5206\u9ede\uff1b\u5f90\u79c0\u862d\u5148\u524d\u6307\u51fa\u5fb7\u5dde\u5ee0\u4ecd\u8655\u8667\u640d\uff0c\u4e3b\u56e0\u662f\u8a8d\u8b49\u671f\u9577\u3001\u6298\u820a\u91cd\u8207\u7a3c\u52d5\u7387\u4f4e\u3002\u9ad8\u76db\u4e5f\u63d0\u9192\uff0c\u591a\u500b\u64da\u9ede\u540c\u6642\u64f4\u7522\u5e36\u4f86\u7684\u6298\u820a\u8207\u6210\u672c\u58d3\u529b\uff0c\u4f7f\u77ed\u671f\u6bdb\u5229\u7387\u504f\u5f31\u3002<\/p>\n","ifam_val_profit":"<p>\u76ee\u524d\u5e02\u5834\u666e\u904d\u9810\u4f30\uff0c\u74b0\u7403\u6676\uff086488\uff092026 \u5e74\u71df\u6536\u7d04 628.6 \u5104\u5143\u3001EPS \u7d04 21.3 \u5143\uff1b2027 \u5e74\u71df\u6536\u7d04 836.0 \u5104\u5143\u3001EPS \u7d04 34.1 \u5143\uff1b2028 \u5e74\u71df\u6536\u7d04 1,134.0 \u5104\u5143\u3001EPS \u7d04 48.6 \u5143\u3002\u4ee5\u4e0a\u70ba\u516c\u958b\u5e02\u5834\u5171\u8b58\u7684\u4e2d\u4f4d\u6578\u3002<\/p>\n<ul>\n<li><strong>2026 \u5e74\uff1a\u71df\u6536\u5e7e\u4e4e\u6301\u5e73\uff0c\u7372\u5229\u56de\u5347\u7d04\u56db\u6210\u3002<\/strong> \u5171\u8b58\u71df\u6536 628.6 \u5104\u5143\uff08\u5e74\u589e 3.7%\uff09\uff0c\u8f03 2025 \u5e74\u7684 606.0 \u5104\u5143\u50c5\u5c0f\u5e45\u56de\u5347\uff1bEPS 21.3 \u5143\uff08\u5e74\u589e 39.6%\uff09\uff0c\u7372\u5229\u7684\u56de\u5347\u5e45\u5ea6\u9060\u5927\u65bc\u71df\u6536\uff0c\u4f86\u81ea\u7522\u54c1\u7d44\u5408\u5f80 12 \u540b\u8207\u9ad8\u968e\u61c9\u7528\u79fb\u52d5\uff0c\u800c\u4e0d\u662f\u51fa\u8ca8\u91cf\u653e\u5927\u3002\u5206\u6790\u5e2b\u7684 EPS \u9810\u4f30\u843d\u5728 19.31\uff5e23.68 \u5143\uff0c\u5206\u6b67\u4e0d\u5927\u3002<\/li>\n<li><strong>2027 \u5e74\uff1a\u5e02\u5834\u9810\u671f\u5faa\u74b0\u8f49\u5411\uff0c\u71df\u6536\u6210\u9577\u4e09\u6210\u3001\u7372\u5229\u6210\u9577\u516d\u6210\u3002<\/strong> \u5171\u8b58\u71df\u6536 836.0 \u5104\u5143\uff08\u5e74\u589e 33.0%\uff09\u3001EPS 34.1 \u5143\uff08\u5e74\u589e 60.1%\uff09\u3002\u9019\u500b\u6210\u9577\u5efa\u7acb\u5728\u300c\u77fd\u6676\u5713\u9032\u5165\u65b0\u4e00\u8f2a\u64f4\u7522\u8207\u6f32\u50f9\u5faa\u74b0\u300d\u7684\u5047\u8a2d\u4e0a\uff0c\u4f46\u9810\u4f30\u5340\u9593\u6975\u5bec\u2014\u2014EPS \u6700\u4f4e 20.24 \u5143\u3001\u6700\u9ad8 60 \u5143\uff0c\u71df\u6536\u6700\u4f4e 742.6 \u5104\u5143\u3001\u6700\u9ad8 1,120.8 \u5104\u5143\uff0c\u7b49\u65bc\u6709\u4eba\u8a8d\u70ba\u5faa\u74b0\u624d\u525b\u958b\u59cb\u3001\u4e5f\u6709\u4eba\u8a8d\u70ba\u53ea\u662f\u5c0f\u5e45\u56de\u5347\uff0c\u80fd\u898b\u5ea6\u76f8\u7576\u6709\u9650\u3002<\/li>\n<li><strong>2028 \u5e74\u3002<\/strong> \u5171\u8b58\u71df\u6536 1,134.0 \u5104\u5143\u3001EPS 48.6 \u5143\uff0c\u5340\u9593\u540c\u6a23\u5f88\u5bec\uff08EPS 33.45\uff5e87.17 \u5143\uff09\u3002\u548c 2027 \u5e74\u4e00\u6a23\uff0c\u9019\u500b\u5e74\u5ea6\u7684\u6578\u5b57\u4e3b\u8981\u770b\u65b9\u5411\uff0c\u4e0d\u5b9c\u7576\u4f5c\u57fa\u6e96\u3002<\/li>\n<\/ul>\n<p>\u74b0\u7403\u6676 2026 \u5e74 9 \u6708\u55ae\u6708\u71df\u6536 51.29 \u5104\u5143\uff0c\u5e74\u6e1b 13.1%\uff1b1\u20139 \u6708\u7d2f\u8a08\u5408\u4f75\u71df\u6536 440.70 \u5104\u5143\uff0c\u5e74\u6e1b 4.4%\u2014\u2014\u4e5f\u5c31\u662f\u5be6\u969b\u71df\u6536\u4ecd\u5728\u5c0f\u5e45\u6536\u7e2e\uff0c\u548c\u5171\u8b58\u7d66\u7684\u5168\u5e74\u5e74\u589e 3.7% \u65b9\u5411\u76f8\u53cd\u3002\u4ee5\u7d2f\u8a08\u6578\u56de\u63a8\uff0c628.6 \u5104\u5143\u7684\u5168\u5e74\u9810\u4f30\u96b1\u542b\u7b2c 4 \u5b63\u71df\u6536\u7d04 188 \u5104\u5143\uff0c\u8f03\u7b2c 3 \u5b63\u7684\u7d04 149 \u5104\u5143\u6210\u9577\u903e\u5169\u6210\u3002\u5728\u55ae\u6708\u71df\u6536\u9084\u5728\u5e74\u6e1b\u7684\u60c5\u6cc1\u4e0b\uff0c\u9019\u500b\u5e45\u5ea6\u662f\u9019\u4efd\u5171\u8b58\u6700\u9700\u8981\u88ab\u6aa2\u9a57\u7684\u5730\u65b9\uff1b\u7b2c 4 \u5b63\u71df\u6536\u80fd\u4e0d\u80fd\u7ad9\u4e0a 180 \u5104\u5143\u4ee5\u4e0a\uff0c\u6703\u76f4\u63a5\u6c7a\u5b9a 2026 \u5e74\u7684\u5171\u8b58\u662f\u504f\u9ad8\u9084\u662f\u504f\u4f4e\u3002<\/p>\n","ifam_val_multiple":"","ifam_strategy_on":"1","ifam_trades":"{\"fileName\":\"\",\"source\":\"\u6bcf\u65e5\u81ea\u52d5\u66f4\u65b0\",\"sheet\":\"\u74b0\u7403\u6676(6488)\u9032\u51fa\u7d00\u9304\",\"blocks\":[{\"title\":\"Trending Momentum Q30\",\"header\":[\"\u6b21\u6578\",\"\u9032\u5834\u65e5\u671f\",\"\u51fa\u5834\u65e5\u671f\",\"\u6301\u6709\u5929\u6578\",\"\u9032\u5834\u958b\u76e4\u50f9\",\"\u51fa\u5834\u958b\u76e4\u50f9\",\"\u958b\u76e4\u5831\u916c\",\"\u9032\u5834\u6536\u76e4\u50f9\",\"\u51fa\u5834\u6536\u76e4\u50f9\",\"\u6536\u76e4\u5831\u916c\"],\"returnCols\":[6,9],\"rows\":[[\"1\",\"2026-06-18\",\"2026-06-23\",\"5\",\"1,110.00\",\"1,095.00\",\"-1.35%\",\"1,110.00\",\"1,010.00\",\"-9.01%\"],[\"2\",\"2026-07-06\",\"2026-07-24\",\"18\",\"1,290.00\",\"1,070.00\",\"-16.73%\",\"1,335.00\",\"1,030.00\",\"-22.55%\"]]},{\"title\":\"Trending Value Q15\",\"header\":[\"\u6b21\u6578\",\"\u9032\u5834\u65e5\u671f\",\"\u51fa\u5834\u65e5\u671f\",\"\u6301\u6709\u5929\u6578\",\"\u9032\u5834\u958b\u76e4\u50f9\",\"\u51fa\u5834\u958b\u76e4\u50f9\",\"\u958b\u76e4\u5831\u916c\",\"\u9032\u5834\u6536\u76e4\u50f9\",\"\u51fa\u5834\u6536\u76e4\u50f9\",\"\u6536\u76e4\u5831\u916c\"],\"returnCols\":[6,9],\"rows\":[[\"1\",\"2026-06-17\",\"2026-06-24\",\"7\",\"1,035.00\",\"953.00\",\"-7.92%\",\"1,100.00\",\"965.00\",\"-12.27%\"],[\"2\",\"2026-07-24\",\"2026-07-30\",\"6\",\"1,070.00\",\"778.00\",\"-27.29%\",\"1,030.00\",\"778.00\",\"-24.47%\"]]}],\"parsedAt\":\"2026-11-13T07:24:43.109Z\"}","ifam_valuation":"{\"matrix\":{\"corner\":\"\",\"title\":\"\",\"note\":\"\",\"columns\":[{\"order\":1,\"year\":\"2025(A)\",\"eps\":15.3,\"label\":\"2025(A)\uff1a15.3 \u5143\"},{\"order\":2,\"year\":\"2026(E)\",\"eps\":21.3,\"label\":\"2026(E)\uff1a21.3 \u5143\"},{\"order\":3,\"year\":\"2027(F)\",\"eps\":34.1,\"label\":\"2027(F)\uff1a34.1 \u5143\"},{\"order\":4,\"year\":\"2028(F)\",\"eps\":48.6,\"label\":\"2028(F)\uff1a48.6 \u5143\"}],\"rows\":[{\"order\":1,\"pe\":630,\"peLabel\":\"630 \u5143\",\"desc\":\"2026-11-13\",\"cells\":[{\"order\":1,\"price\":41.17647058823529,\"text\":\"41.2 \u500d\",\"hl\":false},{\"order\":2,\"price\":29.577464788732392,\"text\":\"29.6 \u500d\",\"hl\":false},{\"order\":3,\"price\":18.47507331378299,\"text\":\"18.5 \u500d\",\"hl\":false},{\"order\":4,\"price\":12.962962962962962,\"text\":\"13.0 \u500d\",\"hl\":false}]}]}}","ifam_val_range":"<p>\u76ee\u524d\u74b0\u7403\u6676\u80a1\u50f9\u7d04\u5728 550\u2013650 \u5143\uff082026\/11\/13 \u6536\u76e4\u50f9 630 \u5143\uff09\uff0c\u7d04\u70ba 2026E EPS 21.3 \u5143\u7684 30 \u500d\u30012027 \u5e74\u7684 18 \u500d\u30012028 \u5e74\u7684 13 \u500d\u3002<\/p>\n","footnotes":""},"categories":[8],"tags":[],"ifam_industry":[13],"ifam_strategy":[],"class_list":["post-150","post","type-post","status-publish","format-standard","hentry","category-stock","ifam_industry-semiconductor"],"_links":{"self":[{"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/posts\/150","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/comments?post=150"}],"version-history":[{"count":3,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/posts\/150\/revisions"}],"predecessor-version":[{"id":524,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/posts\/150\/revisions\/524"}],"wp:attachment":[{"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/media?parent=150"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/categories?post=150"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/tags?post=150"},{"taxonomy":"ifam_industry","embeddable":true,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/ifam_industry?post=150"},{"taxonomy":"ifam_strategy","embeddable":true,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/ifam_strategy?post=150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}