{"id":343,"date":"2026-10-30T13:28:43","date_gmt":"2026-10-30T05:28:43","guid":{"rendered":"https:\/\/ifa.ai\/research\/2354tt\/"},"modified":"2026-11-13T17:40:57","modified_gmt":"2026-11-13T09:40:57","slug":"2354tt","status":"publish","type":"post","link":"https:\/\/ifa.ai\/research\/2354tt\/","title":{"rendered":"[\u9d3b\u6e96 (2354)] \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\u9d3b\u6e96"},"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":"2354","ifam_company":"\u9d3b\u6e96","ifam_market":"\u53f0\u80a1","ifam_updated_at":"","ifam_business":"<p><strong>\u9d3b\u6e96\u7cbe\u5bc6\u5de5\u696d\uff082354\uff09\u4e3b\u8981\u7684\u71df\u6536\u4f86\u6e90\u662f\u66ff\u54c1\u724c\u5ba2\u6236\u505a\u7cfb\u7d71\u7d44\u88dd\u8207\u91d1\u5c6c\u6a5f\u6bbc\uff1a\u4ee5 ODM \u8eab\u5206\u627f\u63a5 3C \u96fb\u5b50\u7522\u54c1\u7684\u6574\u6a5f\u7d44\u88dd\u8207\u6a5f\u69cb\u96f6\u7d44\u4ef6\u7684\u88fd\u9020\u52a0\u5de5\u3002<\/strong><\/p>\n<p>\u8ca1\u5831\u7684\u5169\u500b\u61c9\u5831\u5c0e\u90e8\u9580\u662f\u6a5f\u69cb\u3001\u96f6\u914d\u4ef6\u751f\u7522\u53ca\u92b7\u552e\u8207\u96fb\u5b50\u7522\u54c1\u8cbf\u6613\u670d\u52d9\u30022026 \u5e74\u4e0a\u534a\u5e74\u524d\u8005\u5360\u90e8\u9580\u5916\u90e8\u6536\u5165 83.5%\u3001\u5f8c\u8005 16.5%\uff0c\u4f46\u4e00\u5e74\u524d\u662f 90.9% \u8207 9.1%\u2014\u2014\u6a5f\u69cb\u3001\u96f6\u914d\u4ef6\u7684\u91d1\u984d\u7531 643.64 \u5104\u5143\u6e1b\u5230 463.67 \u5104\u5143\uff08\u221228.0%\uff09\uff0c\u96fb\u5b50\u7522\u54c1\u8cbf\u6613\u670d\u52d9\u5247\u7531 64.59 \u5104\u5143\u589e\u5230 91.49 \u5104\u5143\uff08+41.6%\uff09\u3002\u898f\u6a21\u4e0a\uff0c2025 \u5e74\u5408\u4f75\u71df\u6536 1,560.65 \u5104\u5143\uff08+105.8%\uff09\uff0c2026 \u5e74\u4e0a\u534a\u5e74 556.16 \u5104\u5143\uff08\u221221.9%\uff09\uff0c1\u20139 \u6708\u7d2f\u8a08 1,133.27 \u5104\u5143\u3001\u8207\u53bb\u5e74\u540c\u671f\u5e7e\u4e4e\u6301\u5e73\uff08\u22120.2%\uff09\u3002<\/p>\n<p>\u516c\u53f8 1990 \u5e74\u6210\u7acb\u65bc\u53f0\u7063\u30011996 \u5e74\u4e0a\u5e02\uff0c\u7e3d\u90e8\u5728\u65b0\u5317\u571f\u57ce\uff0c\u5b9a\u4f4d\u662f\u5c08\u696d ODM \u5ee0\u5546\uff0c\u7522\u54c1\u6db5\u84cb 3C \u96fb\u5b50\u7522\u54c1\u7684\u7cfb\u7d71\u7d44\u88dd\u8207\u96fb\u5b50\u7522\u54c1\u6a5f\u69cb\u96f6\u7d44\u4ef6\u7684\u88fd\u9020\u3001\u52a0\u5de5\u8207\u92b7\u552e\uff0c\u63d0\u4f9b\u5ba2\u6236\u5b8c\u6574\u8a2d\u8a08\u8207\u5feb\u901f\u88fd\u9020\u7684\u652f\u6301\u3002\u516c\u53f8\u81ea\u8ff0\u7684\u7d93\u71df\u7b56\u7565\u662f\u8207\u696d\u754c\u9818\u5c0e\u5ee0\u5546\u5efa\u7acb\u7b56\u7565\u806f\u76df\uff0c\u4e26\u5728\u6301\u7e8c\u6df1\u8015\u7cfb\u7d71\u7d44\u88dd\u8207\u91d1\u5c6c\u6a5f\u6bbc\u4e4b\u5916\uff0c\u671d\u908a\u7de3 AI\u3001\u96fb\u52d5\u8eca\u3001\u6a5f\u5668\u4eba\u30015G \u8207\u4f3a\u670d\u5668\u7b49\u9818\u57df\u767c\u5c55\u3002<\/p>\n<p>\u9019\u9580\u751f\u610f\u7684\u7279\u5fb5\u662f\u71df\u6536\u898f\u6a21\u5927\u3001\u5229\u6f64\u7387\u8584\uff0c\u800c\u4e14\u5169\u500b\u90e8\u9580\u7684\u8cfa\u9322\u80fd\u529b\u4e0d\u6210\u6bd4\u4f8b\u30022025 \u5e74\u5408\u4f75\u71df\u6536 1,560.65 \u5104\u5143\uff0c\u6bdb\u5229\u7387\u53ea\u6709 3.7%\u3001\u71df\u696d\u5229\u76ca 24.44 \u5104\u5143\u3001\u71df\u696d\u5229\u76ca\u7387 1.6%\uff1b2026 \u5e74\u4e0a\u534a\u5e74\u71df\u6536\u7e2e\u4e86\u5169\u6210\u4e8c\uff0c\u6bdb\u5229\u7387\u53cd\u800c\u5347\u5230 4.4%\u3002\u66f4\u503c\u5f97\u6ce8\u610f\u7684\u662f\u90e8\u9580\u640d\u76ca\uff1a2026 \u5e74\u4e0a\u534a\u5e74\u71df\u6536\u5360\u516b\u6210\u4e09\u7684\u6a5f\u69cb\u3001\u96f6\u914d\u4ef6\u53ea\u8ca2\u737b 4.99 \u5104\u5143\uff0c\u800c\u5360\u4e00\u6210\u516d\u7684\u96fb\u5b50\u7522\u54c1\u8cbf\u6613\u670d\u52d9\u8ca2\u737b 6.08 \u5104\u5143\u2014\u2014\u71df\u6536\u5c0f\u7684\u90a3\u4e00\u584a\u8cfa\u5f97\u6bd4\u8f03\u591a\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\u61c9\u5831\u5c0e\u90e8\u9580\uff08\u5360\u90e8\u9580\u5916\u90e8\u6536\u5165\uff09\",\"\",\"\",\"\",\"\"],[\"\u6a5f\u69cb\u3001\u96f6\u914d\u4ef6\u751f\u7522\u53ca\u92b7\u552e\",\"90.0%\",\"90.9%\",\"89.3%\",\"83.5%\"],[\"\u96fb\u5b50\u7522\u54c1\u8cbf\u6613\u670d\u52d9\",\"10.0%\",\"9.1%\",\"10.7%\",\"16.5%\"],[\"\u5408\u8a08\uff08\u90e8\u9580\u5916\u90e8\u6536\u5165\uff09\",\"100.0%\",\"100.0%\",\"100.0%\",\"100.0%\"],[\"\uff08\u53c3\u8003\uff09\u90e8\u9580\u5916\u90e8\u6536\u5165\u5360\u5408\u4f75\u71df\u6536\",\"99.4%\",\"99.4%\",\"99.4%\",\"99.8%\"]],\"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\",\"125,364\",\"128,491\",\"49,128\"],[\"12\u6708\",\"\uff0d\",\"13,851\",\"15,147\"],[\"11\u6708\",\"\uff0d\",\"13,830\",\"11,452\"],[\"10\u6708\",\"12,037\",\"14,918\",\"6,571\"],[\"9\u6708\",\"14,415\",\"12,963\",\"5,606\"],[\"8\u6708\",\"21,867\",\"13,804\",\"6,784\"],[\"7\u6708\",\"21,422\",\"15,585\",\"7,826\"],[\"6\u6708\",\"15,055\",\"13,605\",\"5,979\"],[\"5\u6708\",\"8,758\",\"14,754\",\"4,220\"],[\"4\u6708\",\"6,527\",\"12,889\",\"3,303\"],[\"3\u6708\",\"4,689\",\"12,051\",\"3,165\"],[\"2\u6708\",\"7,202\",\"9,419\",\"2,228\"],[\"1\u6708\",\"13,391\",\"8,503\",\"3,448\"]]},{\"key\":\"quarter\",\"label\":\"\u5b63\u71df\u6536\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026Q3\",\"2026Q2\",\"2026Q1\",\"2025Q4\",\"2025Q3\",\"2025Q2\",\"2025Q1\",\"2024Q4\"],\"rows\":[[\"\u71df\u6536\",\"57,716\",\"30,341\",\"25,275\",\"42,509\",\"42,332\",\"41,224\",\"30,001\",\"33,241\"],[\"\u5e74\u589e\u7387\",\"+36.3%\",\"-26.4%\",\"-15.8%\",\"+27.9%\",\"+109.3%\",\"+205.4%\",\"+238.6%\",\"+174.5%\"],[\"\u5b63\u589e\u7387\",\"+90.2%\",\"+20.0%\",\"-40.5%\",\"+0.4%\",\"+2.7%\",\"+37.4%\",\"-9.7%\",\"+64.3%\"]]},{\"key\":\"half\",\"label\":\"\u534a\u5e74\u71df\u6536\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026H1\",\"2025H2\",\"2025H1\",\"2024H2\",\"2024H1\",\"2023H2\"],\"rows\":[[\"\u71df\u6536\",\"55,616\",\"84,841\",\"71,224\",\"53,466\",\"22,357\",\"34,447\"],[\"\u5e74\u589e\u7387\",\"-21.9%\",\"+58.7%\",\"+218.6%\",\"+55.2%\",\"-44.2%\",\"-28.0%\"],[\"\u534a\u5e74\u589e\u7387\",\"-34.4%\",\"+19.1%\",\"+33.2%\",\"+139.1%\",\"-35.1%\",\"-14.1%\"]]},{\"key\":\"year\",\"label\":\"\u5e74\u71df\u6536\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026 (1~10\u6708)\",\"2025\",\"2024\"],\"rows\":[[\"\u71df\u6536\",\"125,364\",\"156,065\",\"75,824\"],[\"\u5e74\u589e\u7387\",\"-2.4%\",\"+105.8%\",\"+1.7%\"]]}]}","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\",\"42,509\",\"33,241\",\"12,108\",\"29,971\"],[\"\u71df\u696d\u6bdb\u5229\",\"\uff0d\",\"1,793\",\"1,335\",\"1,477\",\"1,981\"],[\"\u71df\u696d\u5229\u76ca\",\"\uff0d\",\"925\",\"580\",\"315\",\"1,118\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"\uff0d\",\"903\",\"901\",\"1,057\",\"826\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"\uff0d\",\"0.64\",\"0.64\",\"0.74\",\"0.59\"],[\"\u6bdb\u5229\u7387\",\"\uff0d\",\"4.2%\",\"4.0%\",\"12.2%\",\"6.6%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"\uff0d\",\"2.2%\",\"1.7%\",\"2.6%\",\"3.7%\"],[\"\u6de8\u5229\u7387\",\"\uff0d\",\"2.1%\",\"2.7%\",\"8.7%\",\"2.8%\"]]},{\"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\",\"156,065\",\"75,824\",\"74,533\",\"90,470\"],[\"\u71df\u696d\u6bdb\u5229\",\"\uff0d\",\"5,841\",\"4,820\",\"5,726\",\"6,885\"],[\"\u71df\u696d\u5229\u76ca\",\"\uff0d\",\"2,444\",\"1,571\",\"1,468\",\"2,852\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"\uff0d\",\"3,276\",\"3,584\",\"4,261\",\"4,266\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"\uff0d\",\"2.31\",\"2.53\",\"3.00\",\"3.01\"],[\"\u6bdb\u5229\u7387\",\"\uff0d\",\"3.7%\",\"6.4%\",\"7.7%\",\"7.6%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"\uff0d\",\"1.6%\",\"2.1%\",\"2.0%\",\"3.2%\"],[\"\u6de8\u5229\u7387\",\"\uff0d\",\"2.1%\",\"4.7%\",\"5.7%\",\"4.7%\"]]}]},{\"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\",\"57,716\",\"42,332\",\"20,226\",\"22,339\",\"17,851\"],[\"\u71df\u696d\u6bdb\u5229\",\"1,536\",\"1,532\",\"1,345\",\"1,545\",\"1,689\"],[\"\u71df\u696d\u5229\u76ca\",\"430\",\"591\",\"508\",\"507\",\"516\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"388\",\"880\",\"969\",\"1,073\",\"1,554\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"0.27\",\"0.62\",\"0.68\",\"0.76\",\"1.10\"],[\"\u6bdb\u5229\u7387\",\"2.7%\",\"3.6%\",\"6.6%\",\"6.9%\",\"9.5%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"0.7%\",\"1.4%\",\"2.5%\",\"2.3%\",\"2.9%\"],[\"\u6de8\u5229\u7387\",\"0.7%\",\"2.1%\",\"4.8%\",\"4.8%\",\"8.7%\"]]},{\"title\":\"\u7d2f\u7a4d\uff081~9\u6708\uff09\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026\",\"2025\",\"2024\",\"2023\",\"2022\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"113,332\",\"113,556\",\"42,583\",\"62,425\",\"60,498\"],[\"\u71df\u696d\u6bdb\u5229\",\"3,983\",\"4,048\",\"3,485\",\"4,249\",\"4,903\"],[\"\u71df\u696d\u5229\u76ca\",\"1,147\",\"1,519\",\"991\",\"1,153\",\"1,734\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"1,942\",\"2,373\",\"2,683\",\"3,204\",\"3,440\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"1.37\",\"1.67\",\"1.89\",\"2.26\",\"2.42\"],[\"\u6bdb\u5229\u7387\",\"3.5%\",\"3.6%\",\"8.2%\",\"6.8%\",\"8.1%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"1.0%\",\"1.3%\",\"2.3%\",\"1.8%\",\"2.9%\"],[\"\u6de8\u5229\u7387\",\"1.7%\",\"2.1%\",\"6.3%\",\"5.1%\",\"5.7%\"]]}]},{\"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\",\"30,341\",\"41,224\",\"13,498\",\"16,799\",\"19,101\"],[\"\u71df\u696d\u6bdb\u5229\",\"1,223\",\"1,226\",\"1,203\",\"1,371\",\"1,586\"],[\"\u71df\u696d\u5229\u76ca\",\"343\",\"391\",\"471\",\"314\",\"614\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"890\",\"540\",\"864\",\"1,366\",\"1,042\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"0.63\",\"0.38\",\"0.61\",\"0.96\",\"0.74\"],[\"\u6bdb\u5229\u7387\",\"4.0%\",\"3.0%\",\"8.9%\",\"8.2%\",\"8.3%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"1.1%\",\"0.9%\",\"3.5%\",\"1.9%\",\"3.2%\"],[\"\u6de8\u5229\u7387\",\"2.9%\",\"1.3%\",\"6.4%\",\"8.1%\",\"5.5%\"]]},{\"title\":\"\u7d2f\u7a4d\uff081~6\u6708\uff09\",\"head\":[\"\u65b0\u53f0\u5e63 (\u767e\u842c\u5143)\",\"2026\",\"2025\",\"2024\",\"2023\",\"2022\"],\"rows\":[[\"\u71df\u696d\u6536\u5165\",\"55,616\",\"71,224\",\"22,357\",\"40,086\",\"42,647\"],[\"\u71df\u696d\u6bdb\u5229\",\"2,448\",\"2,516\",\"2,140\",\"2,704\",\"3,214\"],[\"\u71df\u696d\u5229\u76ca\",\"716\",\"928\",\"483\",\"646\",\"1,218\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"1,554\",\"1,493\",\"1,714\",\"2,131\",\"1,887\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"1.10\",\"1.05\",\"1.21\",\"1.50\",\"1.33\"],[\"\u6bdb\u5229\u7387\",\"4.4%\",\"3.5%\",\"9.6%\",\"6.7%\",\"7.5%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"1.3%\",\"1.3%\",\"2.2%\",\"1.6%\",\"2.9%\"],[\"\u6de8\u5229\u7387\",\"2.8%\",\"2.1%\",\"7.7%\",\"5.3%\",\"4.4%\"]]}]},{\"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\",\"25,275\",\"30,001\",\"8,860\",\"23,287\",\"23,547\"],[\"\u71df\u696d\u6bdb\u5229\",\"1,224\",\"1,290\",\"938\",\"1,334\",\"1,628\"],[\"\u71df\u696d\u5229\u76ca\",\"373\",\"537\",\"13\",\"332\",\"605\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"663\",\"953\",\"850\",\"765\",\"845\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"0.47\",\"0.67\",\"0.60\",\"0.54\",\"0.60\"],[\"\u6bdb\u5229\u7387\",\"4.8%\",\"4.3%\",\"10.6%\",\"5.7%\",\"6.9%\"],[\"\u71df\u696d\u5229\u76ca\u7387\",\"1.5%\",\"1.8%\",\"0.1%\",\"1.4%\",\"2.6%\"],[\"\u6de8\u5229\u7387\",\"2.6%\",\"3.2%\",\"9.6%\",\"3.3%\",\"3.6%\"]]}]}]}","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\",\"2.7%\",\"4.0%\",\"4.8%\",\"4.2%\",\"3.6%\",\"3.0%\",\"4.3%\",\"4.0%\"],[\"\u6de8\u5229\u7387\",\"0.7%\",\"2.9%\",\"2.6%\",\"2.1%\",\"2.1%\",\"1.3%\",\"3.2%\",\"2.7%\"],[\"\u6bdb\u5229\u00f7\u7e3d\u8cc7\u7522*\",\"3.4%\",\"3.0%\",\"3.2%\",\"4.5%\",\"3.8%\",\"3.0%\",\"3.1%\",\"3.4%\"],[\"ROCE*\",\"2.6%\",\"5.2%\",\"3.8%\",\"5.3%\",\"5.1%\",\"4.2%\",\"4.6%\",\"4.0%\"]]},{\"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\",\"+36.3%\",\"-26.4%\",\"-15.8%\",\"+27.9%\",\"+109.3%\",\"+205.4%\",\"+238.6%\",\"+174.5%\"],[\"\u6de8\u5229\u5e74\u6210\u9577\u7387\",\"-54.7%\",\"+64.3%\",\"-30.1%\",\"-0.5%\",\"-8.4%\",\"-36.8%\",\"+13.7%\",\"-20.5%\"],[\"\u71df\u696d\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"-149.3%\",\"+292.8%\",\"-445.9%\",\"-244.5%\",\"+2028.6%\",\"-290.8%\",\"-15.6%\",\"-34.3%\"],[\"\u81ea\u7531\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"-180.6%\",\"+259.1%\",\"-571.4%\",\"-283.7%\",\"+1370.6%\",\"-309.1%\",\"-23.0%\",\"-30.2%\"]]},{\"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\",\"33.2\",\"40.3\",\"58.2\",\"43.1\",\"44.4\",\"42.1\",\"53.8\",\"41.2\"],[\"\u5e73\u5747\u552e\u8ca8\u5929\u6578\",\"10.6\",\"17.2\",\"16.1\",\"9.7\",\"9.8\",\"8.6\",\"9.8\",\"7.5\"],[\"\u61c9\u4ed8\u5e33\u6b3e\u4ed8\u73fe\u5929\u6578\",\"29.8\",\"56.0\",\"43.4\",\"29.9\",\"35.0\",\"37.4\",\"45.9\",\"30.4\"],[\"\u73fe\u91d1\u5faa\u74b0\u9031\u671f\",\"14.0\",\"1.4\",\"31.0\",\"22.9\",\"19.2\",\"13.3\",\"17.7\",\"18.3\"],[\"\u6d41\u52d5\u6bd4\u7387\",\"2.17\",\"2.20\",\"2.78\",\"2.47\",\"2.28\",\"2.03\",\"2.36\",\"2.34\"],[\"\u901f\u52d5\u6bd4\u7387\",\"2.07\",\"2.10\",\"2.68\",\"2.39\",\"2.20\",\"1.97\",\"2.30\",\"2.28\"]]}]},{\"key\":\"year\",\"label\":\"\u5e74\u5ea6\",\"tables\":[{\"title\":\"\u7372\u5229\u80fd\u529b\",\"head\":[\"\",\"2025\",\"2024\",\"2023\",\"2022\",\"2021\"],\"rows\":[[\"\u6bdb\u5229\u7387\",\"3.7%\",\"6.4%\",\"7.7%\",\"7.6%\",\"7.0%\"],[\"\u6de8\u5229\u7387\",\"2.1%\",\"4.7%\",\"5.7%\",\"4.7%\",\"4.3%\"],[\"\u6bdb\u5229\u00f7\u7e3d\u8cc7\u7522*\",\"3.6%\",\"3.2%\",\"4.0%\",\"4.2%\",\"4.2%\"],[\"ROCE*\",\"4.6%\",\"4.4%\",\"5.3%\",\"6.3%\",\"5.1%\"]]},{\"title\":\"\u6210\u9577\u6027\",\"head\":[\"\",\"2025\",\"2024\",\"2023\",\"2022\",\"2021\"],\"rows\":[[\"\u71df\u6536\u5e74\u6210\u9577\u7387\",\"+105.8%\",\"+1.7%\",\"-17.6%\",\"-13.1%\",\"-0.7%\"],[\"\u6de8\u5229\u5e74\u6210\u9577\u7387\",\"-8.3%\",\"-21.2%\",\"+2.8%\",\"-4.9%\",\"-5.8%\"],[\"\u71df\u696d\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"+30.6%\",\"+175.9%\",\"-139.1%\",\"+99.2%\",\"+87.1%\"],[\"\u81ea\u7531\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"+19.3%\",\"+164.4%\",\"-145.9%\",\"+157.5%\",\"+60.9%\"]]},{\"title\":\"\u71df\u904b\u8207\u8ca1\u52d9\u97cc\u6027\",\"head\":[\"\",\"2025\",\"2024\",\"2023\",\"2022\",\"2021\"],\"rows\":[[\"\u61c9\u6536\u5e33\u6b3e\u6536\u73fe\u5929\u6578\",\"48.5\",\"63.1\",\"49.8\",\"63.3\",\"62.5\"],[\"\u5e73\u5747\u552e\u8ca8\u5929\u6578\",\"8.4\",\"15.0\",\"21.1\",\"23.1\",\"20.0\"],[\"\u61c9\u4ed8\u5e33\u6b3e\u4ed8\u73fe\u5929\u6578\",\"28.1\",\"43.5\",\"25.8\",\"24.6\",\"27.1\"],[\"\u73fe\u91d1\u5faa\u74b0\u9031\u671f\",\"28.8\",\"34.6\",\"45.2\",\"61.8\",\"55.4\"],[\"\u6d41\u52d5\u6bd4\u7387\",\"2.47\",\"2.34\",\"2.67\",\"2.31\",\"1.92\"],[\"\u901f\u52d5\u6bd4\u7387\",\"2.39\",\"2.28\",\"2.57\",\"2.20\",\"1.83\"]]}]}]}","ifam_chips":"{\"date\":\"2026-11-12\",\"label\":\"11\/12\u7576\u65e5\",\"volume_lot\":\"9,329\",\"avg_price\":\"53.17\",\"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 53.17 \u5143\u63a8\u7b97\uff1b\u7576\u65e5\u7e3d\u6210\u4ea4\u91cf 9,329 \u5f35\u3002\",\"groups\":[{\"name\":\"\u5916\u8cc7\",\"dir\":\"down\",\"streak\":\"\u90231\u8cb7\u2192\u90238\u8ce3\",\"rows\":[[\"\u5f35\u6578\",\"977\",\"5,807\",\"-4830\"],[\"\u91d1\u984d(\u5143)\",\"5,195\u842c\",\"3.1\u5104\",\"-2.6\u5104\"],[\"\u5747\u50f9(\u5143)\",\"53.17\",\"53.17\",\"53.17\"],[\"\u4f54\u6210\u4ea4\u6bd4\u91cd(%)\",\"10.5%\",\"62.2%\",\"\u4e0d\u9069\u7528\"]]},{\"name\":\"\u6295\u4fe1\",\"dir\":\"\",\"streak\":\"\",\"rows\":[[\"\u5f35\u6578\",\"0\",\"0\",\"+0\"],[\"\u91d1\u984d(\u5143)\",\"0\u842c\",\"0\u842c\",\"0\u842c\"],[\"\u5747\u50f9(\u5143)\",\"53.17\",\"53.17\",\"53.17\"],[\"\u4f54\u6210\u4ea4\u6bd4\u91cd(%)\",\"0.0%\",\"0.0%\",\"\u4e0d\u9069\u7528\"]]},{\"name\":\"\u81ea\u71df\u5546\",\"dir\":\"down\",\"streak\":\"\u90232\u8cb7\u2192\u90232\u8ce3\",\"rows\":[[\"\u5f35\u6578\",\"60\",\"251\",\"-191\"],[\"\u91d1\u984d(\u5143)\",\"319\u842c\",\"1,335\u842c\",\"-1,016\u842c\"],[\"\u5747\u50f9(\u5143)\",\"53.17\",\"53.17\",\"53.17\"],[\"\u4f54\u6210\u4ea4\u6bd4\u91cd(%)\",\"0.6%\",\"2.7%\",\"\u4e0d\u9069\u7528\"]]},{\"name\":\"\u4e09\u5927\u6cd5\u4eba\",\"dir\":\"down\",\"streak\":\"\u90231\u8cb7\u2192\u90238\u8ce3\",\"rows\":[[\"\u5f35\u6578\",\"1,037\",\"6,058\",\"-5021\"],[\"\u91d1\u984d(\u5143)\",\"5,514\u842c\",\"3.2\u5104\",\"-2.7\u5104\"],[\"\u5747\u50f9(\u5143)\",\"53.17\",\"53.17\",\"53.17\"],[\"\u4f54\u6210\u4ea4\u6bd4\u91cd(%)\",\"11.1%\",\"64.9%\",\"\u4e0d\u9069\u7528\"]]}]}","ifam_candle":"{\"date\":\"2026-11-13\",\"label\":\"11\/13\",\"today\":[{\"rule\":\"5-2\",\"name\":\"\u591a\u982d\u5341\u5b57\u6bcd\u5b50\u7dda\",\"level\":\"\u8f03\u5f37\u9810\u8b66\",\"dir\":\"up\",\"text\":\"\u80a1\u50f9\u4e0b\u8dcc\u4e00\u6bb5\u5f8c\uff0c\u9577\u9ed1K\u7684\u9694\u65e5\u6536\u6210\u5341\u5b57\u7dda\uff0c\u843d\u5728\u524d\u4e00\u65e5\u7684K\u7dda\u5be6\u9ad4\u4e4b\u5167\u3002\u8ce3\u65b9\u5b8c\u5168\u6c92\u8fa6\u6cd5\u5ef6\u7e8c\u524d\u4e00\u65e5\u7684\u8dcc\u52e2\uff0c\u7336\u8c6b\u7684\u7a0b\u5ea6\u6bd4\u4e00\u822c\u7684\u6bcd\u5b50\u7dda\u66f4\u660e\u986f\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\",\"dir_label\":\"\u25b2 \u504f\u591a\",\"dir_word\":\"\u504f\u591a\",\"what\":\"\u80a1\u50f9\u4e0b\u8dcc\u4e00\u6bb5\u5f8c\uff0c\u9577\u9ed1K\u7684\u9694\u65e5\u6536\u6210\u5341\u5b57\u7dda\uff0c\u843d\u5728\u524d\u4e00\u65e5\u7684K\u7dda\u5be6\u9ad4\u4e4b\u5167\u3002\",\"mean\":\"\u8ce3\u65b9\u5b8c\u5168\u6c92\u8fa6\u6cd5\u5ef6\u7e8c\u524d\u4e00\u65e5\u7684\u8dcc\u52e2\uff0c\u7336\u8c6b\u7684\u7a0b\u5ea6\u6bd4\u4e00\u822c\u7684\u6bcd\u5b50\u7dda\u66f4\u660e\u986f\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\",\"third_label\":\"\u63a5\u4e0b\u4f86\u770b\u4ec0\u9ebc\",\"third\":\"\u6b21\u4e00\u4ea4\u6613\u65e5\u82e5\u518d\u6536\u4e00\u6839\u66f4\u9ad8\u7684\u7d05K\uff0c\u5347\u7d1a\u70ba\u300c\u4e09\u5167\u90e8\u4e0a\u6f32\uff08\u5341\u5b57\u6bcd\u5b50\u7dda\uff09\u300d\uff08\u5f37\u78ba\u8a8d\uff09\u3002\",\"k\":[{\"d\":\"11\/12\",\"tag\":\"\u9577\u9ed1\",\"hi\":8,\"lo\":104,\"top\":8,\"bot\":104,\"col\":\"down\"},{\"d\":\"11\/13\",\"tag\":\"\u5341\u5b57\",\"hi\":64.3,\"lo\":100.7,\"top\":77.5,\"bot\":77.5,\"col\":\"flat\"}]}],\"recent\":[{\"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\":\"5-2\",\"name\":\"\u591a\u982d\u5341\u5b57\u6bcd\u5b50\u7dda\",\"level\":\"\u8f03\u5f37\u9810\u8b66\",\"dir\":\"up\",\"text\":\"\u80a1\u50f9\u4e0b\u8dcc\u4e00\u6bb5\u5f8c\uff0c\u9577\u9ed1K\u7684\u9694\u65e5\u6536\u6210\u5341\u5b57\u7dda\uff0c\u843d\u5728\u524d\u4e00\u65e5\u7684K\u7dda\u5be6\u9ad4\u4e4b\u5167\u3002\u8ce3\u65b9\u5b8c\u5168\u6c92\u8fa6\u6cd5\u5ef6\u7e8c\u524d\u4e00\u65e5\u7684\u8dcc\u52e2\uff0c\u7336\u8c6b\u7684\u7a0b\u5ea6\u6bd4\u4e00\u822c\u7684\u6bcd\u5b50\u7dda\u66f4\u660e\u986f\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\"}],\"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\":[\"559\",\"4\"]},{\"k\":\"\u8ce3\u51fa\",\"v\":[\"267\",\"22\"]},{\"k\":\"\u73fe\u511f\",\"v\":[\"9\",\"0\"]},{\"k\":\"\u589e\u6e1b\",\"v\":[\"+283\",\"+18\"],\"t\":[\"up\",\"up\"]},{\"k\":\"\u9918\u984d\",\"v\":[\"21,298\",\"36\"]},{\"k\":\"\u4f7f\u7528\u7387\",\"v\":[\"6.0%\",\"0.0%\"]},{\"k\":\"\u9023\u589e\u9023\u6e1b\",\"v\":[\"\u90232\u6e1b\u2192\u589e\",\"\u6e1b\u2192\u589e\"],\"t\":[\"up\",\"up\"]},{\"k\":\"\u8cc7\u5238\u4e92\u62b5\",\"v\":[\"\",\"0\"]},{\"k\":\"\u8cc7\u5238\u7576\u6c96\",\"v\":[\"\",\"0.0%\"]},{\"k\":\"\u5238\u8cc7\u6bd4\",\"v\":[\"\",\"0.2%\"]}]},{\"head\":[\"11\/12\u7576\u65e5\",\"\u501f\u5238\u8ce3\u51fa(\u5f35)\"],\"rows\":[{\"k\":\"\u8ce3\u51fa\",\"v\":[\"177\"]},{\"k\":\"\u9084\u5238\",\"v\":[\"0\"]},{\"k\":\"\u8abf\u6574\",\"v\":[\"0\"]},{\"k\":\"\u589e\u6e1b\",\"v\":[\"+177\"],\"t\":[\"up\"]},{\"k\":\"\u9918\u984d\",\"v\":[\"34,852\"]},{\"k\":\"\u6b21\u65e5\u9650\u984d\",\"v\":[\"180\"]}]}],\"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\",\"75,824\",\"156,065\",\"\",\"\",\"\"],[\"\u71df\u696d\u6bdb\u5229\",\"4,820\",\"5,841\",\"\",\"\",\"\"],[\"\u71df\u696d\u5229\u76ca\",\"1,571\",\"2,444\",\"\",\"\",\"\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"3,584\",\"3,276\",\"\",\"\",\"\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"2.53\",\"2.31\",\"\",\"\",\"\"],[\"\u6bdb\u5229\u7387\",\"6.4%\",\"3.7%\",\"\",\"\",\"\"],[\"\u6de8\u5229\u7387\",\"4.7%\",\"2.1%\",\"\",\"\",\"\"],[\"\u71df\u6536\u5e74\u589e\u7387 (YoY,%)\",\"1.7%\",\"105.8%\",\"\",\"\",\"\"],[\"\u6de8\u5229\u5e74\u589e\u7387 (YoY,%)\",\"-15.9%\",\"-8.6%\",\"\",\"\",\"\"]],\"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) 2.53\u30012025 (A) 2.32\u30012025 Q2 0.38\u30012025 Q3 0.62\u30012025 Q4 0.64\u30012026 Q1 0.47\u30012026 Q2 0.63\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\",\"41,224\",\"42,332\",\"42,509\",\"25,275\",\"30,341\"],[\"\u71df\u696d\u6bdb\u5229\",\"1,226\",\"1,532\",\"1,793\",\"1,224\",\"1,223\"],[\"\u71df\u696d\u5229\u76ca\",\"391\",\"591\",\"925\",\"373\",\"343\"],[\"\u7a05\u5f8c\u6de8\u5229\",\"540\",\"880\",\"903\",\"663\",\"890\"],[\"\u6bcf\u80a1\u76c8\u9918(\u5143)\uff0d\u7a00\u91cb\",\"0.38\",\"0.62\",\"0.64\",\"0.47\",\"0.63\"]],\"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\",\"3.0%\",\"3.6%\",\"4.2%\",\"4.8%\",\"4.0%\"],[\"\u6de8\u5229\u7387\",\"1.3%\",\"2.1%\",\"2.1%\",\"2.6%\",\"2.9%\"],[\"\u6bdb\u5229\u00f7\u7e3d\u8cc7\u7522*\",\"3.0%\",\"3.8%\",\"4.5%\",\"3.2%\",\"3.0%\"],[\"ROCE*\",\"4.2%\",\"5.1%\",\"5.3%\",\"3.8%\",\"5.2%\"],[\"\u6210\u9577\u6027\",\"\",\"\",\"\",\"\",\"\"],[\"\u71df\u6536\u5e74\u6210\u9577\u7387\",\"+205.4%\",\"+109.3%\",\"+27.9%\",\"-15.8%\",\"-26.4%\"],[\"\u6de8\u5229\u5e74\u6210\u9577\u7387\",\"-36.8%\",\"-8.4%\",\"-0.5%\",\"-30.1%\",\"+64.3%\"],[\"\u71df\u696d\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"-290.8%\",\"+2028.6%\",\"-244.5%\",\"-445.9%\",\"+292.8%\"],[\"\u81ea\u7531\u73fe\u91d1\u6d41\u5e74\u6210\u9577\u7387\",\"-309.1%\",\"+1370.6%\",\"-283.7%\",\"-571.4%\",\"+259.1%\"],[\"\u71df\u904b\u8207\u8ca1\u52d9\u97cc\u6027\",\"\",\"\",\"\",\"\",\"\"],[\"\u61c9\u6536\u5e33\u6b3e\u6536\u73fe\u5929\u6578\",\"42.1\",\"44.4\",\"43.1\",\"58.2\",\"40.3\"],[\"\u5e73\u5747\u552e\u8ca8\u5929\u6578\",\"8.6\",\"9.8\",\"9.7\",\"16.1\",\"17.2\"],[\"\u61c9\u4ed8\u5e33\u6b3e\u4ed8\u73fe\u5929\u6578\",\"37.4\",\"35.0\",\"29.9\",\"43.4\",\"56.0\"],[\"\u73fe\u91d1\u5faa\u74b0\u9031\u671f\",\"13.3\",\"19.2\",\"22.9\",\"31.0\",\"1.4\"],[\"\u6d41\u52d5\u6bd4\u7387\",\"2.03\",\"2.28\",\"2.47\",\"2.78\",\"2.20\"],[\"\u901f\u52d5\u6bd4\u7387\",\"1.97\",\"2.20\",\"2.39\",\"2.68\",\"2.10\"]],\"notes\":[]}]","ifam_fin_note":"","ifam_metrics_note":"","ifam_price":"{\"symbol\":\"2354\",\"name\":\"\u9d3b\u6e96\",\"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\":52.4,\"open\":52.4,\"high\":52.8,\"low\":51.7,\"prev_close\":51.6,\"change\":0.8,\"change_pct\":1.55,\"range\":1.1,\"amount\":\"2.15 \u5104\u5143\",\"volume\":4104,\"avg_volume_3m\":8533,\"market_cap\":\"741.2 \u5104\u5143\",\"shares\":\"14.14 \u5104\u80a1\"},\"annual\":[{\"year\":2026,\"pct\":-12.69,\"ytd\":true},{\"year\":2025,\"pct\":-15.24},{\"year\":2024,\"pct\":43.16},{\"year\":2023,\"pct\":5.32},{\"year\":2022,\"pct\":-17.03},{\"year\":2021,\"pct\":25.11},{\"year\":2020,\"pct\":-15.7},{\"year\":2019,\"pct\":14.94},{\"year\":2018,\"pct\":-25.64},{\"year\":2017,\"pct\":4.02}],\"series\":[[\"2025-11-13\",66.83],[\"2025-11-14\",64.98],[\"2025-11-17\",64.59],[\"2025-11-18\",62.64],[\"2025-11-19\",62.45],[\"2025-11-20\",64.69],[\"2025-11-21\",62.35],[\"2025-11-24\",61.28],[\"2025-11-25\",61.38],[\"2025-11-26\",62.64],[\"2025-11-27\",63.13],[\"2025-11-28\",63.42],[\"2025-12-01\",63.03],[\"2025-12-02\",63.52],[\"2025-12-03\",64.2],[\"2025-12-04\",64.49],[\"2025-12-05\",64.2],[\"2025-12-08\",63.91],[\"2025-12-09\",63.42],[\"2025-12-10\",62.94],[\"2025-12-11\",61.87],[\"2025-12-12\",61.96],[\"2025-12-15\",60.7],[\"2025-12-16\",59.53],[\"2025-12-17\",59.24],[\"2025-12-18\",59.24],[\"2025-12-19\",59.63],[\"2025-12-22\",60.5],[\"2025-12-23\",60.02],[\"2025-12-24\",59.73],[\"2025-12-26\",59.63],[\"2025-12-29\",60.5],[\"2025-12-30\",59.82],[\"2025-12-31\",60.02],[\"2026-01-02\",59.82],[\"2026-01-05\",59.14],[\"2026-01-06\",58.66],[\"2026-01-07\",59.14],[\"2026-01-08\",57.59],[\"2026-01-09\",57.29],[\"2026-01-12\",57.97],[\"2026-01-13\",56.9],[\"2026-01-14\",58.36],[\"2026-01-15\",57.88],[\"2026-01-16\",58.17],[\"2026-01-19\",57.78],[\"2026-01-20\",57.39],[\"2026-01-21\",57.68],[\"2026-01-22\",58.17],[\"2026-01-23\",57.68],[\"2026-01-26\",58.36],[\"2026-01-27\",57.88],[\"2026-01-28\",57.97],[\"2026-01-29\",57.2],[\"2026-01-30\",55.83],[\"2026-02-02\",54.96],[\"2026-02-03\",55.15],[\"2026-02-04\",56.22],[\"2026-02-05\",55.25],[\"2026-02-06\",54.76],[\"2026-02-09\",56.32],[\"2026-02-10\",56.32],[\"2026-02-11\",57.1],[\"2026-02-23\",57.1],[\"2026-02-24\",57.29],[\"2026-02-25\",58.36],[\"2026-02-26\",57.88],[\"2026-03-02\",57.29],[\"2026-03-03\",55.45],[\"2026-03-04\",52.53],[\"2026-03-05\",54.08],[\"2026-03-06\",53.69],[\"2026-03-09\",50.78],[\"2026-03-10\",51.36],[\"2026-03-11\",52.92],[\"2026-03-12\",52.43],[\"2026-03-13\",52.24],[\"2026-03-16\",53.5],[\"2026-03-17\",53.79],[\"2026-03-18\",53.5],[\"2026-03-19\",51.75],[\"2026-03-20\",51.65],[\"2026-03-23\",50],[\"2026-03-24\",50],[\"2026-03-25\",50.97],[\"2026-03-26\",51.26],[\"2026-03-27\",50.78],[\"2026-03-30\",50],[\"2026-03-31\",49.12],[\"2026-04-01\",51.07],[\"2026-04-02\",50],[\"2026-04-07\",48.64],[\"2026-04-08\",49.51],[\"2026-04-09\",49.22],[\"2026-04-10\",48.73],[\"2026-04-13\",49.22],[\"2026-04-14\",49.8],[\"2026-04-15\",50.48],[\"2026-04-16\",51.17],[\"2026-04-17\",50.19],[\"2026-04-20\",50.19],[\"2026-04-21\",51.36],[\"2026-04-22\",52.72],[\"2026-04-23\",50.87],[\"2026-04-24\",50],[\"2026-04-27\",49.71],[\"2026-04-28\",49.51],[\"2026-04-29\",49.61],[\"2026-04-30\",50.39],[\"2026-05-04\",51.75],[\"2026-05-05\",56.9],[\"2026-05-06\",62.55],[\"2026-05-07\",61.57],[\"2026-05-08\",59.73],[\"2026-05-11\",59.92],[\"2026-05-12\",60.8],[\"2026-05-13\",59.04],[\"2026-05-14\",57.39],[\"2026-05-15\",57.78],[\"2026-05-18\",57],[\"2026-05-19\",56.13],[\"2026-05-20\",55.93],[\"2026-05-21\",57.29],[\"2026-05-22\",58.56],[\"2026-05-25\",59.43],[\"2026-05-26\",58.85],[\"2026-05-27\",58.07],[\"2026-05-28\",56.71],[\"2026-05-29\",59.24],[\"2026-06-01\",61.09],[\"2026-06-02\",62.25],[\"2026-06-03\",63.32],[\"2026-06-04\",60.6],[\"2026-06-05\",58.95],[\"2026-06-08\",54.86],[\"2026-06-09\",57.2],[\"2026-06-10\",54.76],[\"2026-06-11\",54.67],[\"2026-06-12\",55.45],[\"2026-06-15\",56.13],[\"2026-06-16\",55.45],[\"2026-06-17\",55.93],[\"2026-06-18\",56.32],[\"2026-06-22\",56.42],[\"2026-06-23\",55.06],[\"2026-06-24\",56.42],[\"2026-06-25\",55.83],[\"2026-06-26\",53.4],[\"2026-06-29\",53.31],[\"2026-06-30\",53.79],[\"2026-07-01\",53.5],[\"2026-07-02\",54.9],[\"2026-07-03\",55.6],[\"2026-07-06\",58.4],[\"2026-07-07\",56.9],[\"2026-07-08\",57.9],[\"2026-07-09\",57],[\"2026-07-13\",56.6],[\"2026-07-14\",55.7],[\"2026-07-15\",56.4],[\"2026-07-16\",56.4],[\"2026-07-17\",54],[\"2026-07-20\",54],[\"2026-07-21\",55.2],[\"2026-07-22\",56.1],[\"2026-07-23\",57],[\"2026-07-24\",57.1],[\"2026-07-27\",56.2],[\"2026-07-28\",54],[\"2026-07-29\",53],[\"2026-07-30\",53.1],[\"2026-07-31\",56.5],[\"2026-08-03\",56.4],[\"2026-08-04\",56],[\"2026-08-05\",55.5],[\"2026-08-06\",61],[\"2026-08-07\",61.8],[\"2026-08-10\",63.1],[\"2026-08-11\",62.7],[\"2026-08-12\",63],[\"2026-08-13\",62.8],[\"2026-08-14\",62.5],[\"2026-08-17\",61.7],[\"2026-08-18\",59.9],[\"2026-08-19\",60.8],[\"2026-08-20\",60.2],[\"2026-08-21\",60.2],[\"2026-08-24\",60.5],[\"2026-08-25\",60.5],[\"2026-08-26\",61.5],[\"2026-08-27\",64.4],[\"2026-08-28\",63.9],[\"2026-08-31\",64.7],[\"2026-09-01\",65.9],[\"2026-09-02\",66.3],[\"2026-09-03\",63.7],[\"2026-09-04\",65.6],[\"2026-09-07\",65.7],[\"2026-09-08\",64.5],[\"2026-09-09\",64.5],[\"2026-09-10\",65],[\"2026-09-11\",65.7],[\"2026-09-14\",64.7],[\"2026-09-15\",64.6],[\"2026-09-16\",65.2],[\"2026-09-17\",66.3],[\"2026-09-18\",65.7],[\"2026-09-21\",64.9],[\"2026-09-22\",65.6],[\"2026-09-23\",65.9],[\"2026-09-24\",65.9],[\"2026-09-29\",65.1],[\"2026-09-30\",65.7],[\"2026-10-01\",66.2],[\"2026-10-02\",65.7],[\"2026-10-05\",64.4],[\"2026-10-06\",62.7],[\"2026-10-07\",62.1],[\"2026-10-08\",62],[\"2026-10-12\",63.2],[\"2026-10-13\",62],[\"2026-10-14\",63.7],[\"2026-10-15\",62.1],[\"2026-10-16\",62.8],[\"2026-10-19\",61.5],[\"2026-10-20\",62],[\"2026-10-21\",63.4],[\"2026-10-22\",62],[\"2026-10-27\",62.1],[\"2026-10-28\",62.5],[\"2026-10-29\",61.9],[\"2026-10-30\",59.6],[\"2026-11-02\",60.3],[\"2026-11-03\",57.6],[\"2026-11-04\",56.9],[\"2026-11-05\",55.1],[\"2026-11-06\",52.1],[\"2026-11-09\",55.6],[\"2026-11-10\",55.2],[\"2026-11-11\",55],[\"2026-11-12\",51.6],[\"2026-11-13\",52.4]]}","ifam_pe_river":"{\"symbol\":\"2354\",\"source\":\"info.ifa.ai \u5e02\u5834\u8a55\u50f9\uff08\u672c\u76ca\u6bd4\u6cb3\u6d41\u5716\uff09\",\"sourceUrl\":\"https:\/\/info.ifa.ai\/tw-stock\/2354\/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\":\"15X\",\"values\":[33.12,33.12,33.12,33.12,33.12,33.12,33.12,33.12,33.07,33.07,33.07,33.07,33.07,33.07,33.07,33.07,33.07,33.07,33.07,33.07,30.09,30.09,30.09,30.09,30.09,30.09,30.09,30.09,30.09,30.09,30.09,30.09,30.09,33.73,33.73,33.73,33.73,33.73,33.73,33.73,33.73,33.73,33.73,33.73,33.73,33.73,28.72,28.72,28.72,28.72,28.72,28.72,28.72]},{\"label\":\"19.6X\",\"values\":[43.27,43.27,43.27,43.27,43.27,43.27,43.27,43.27,43.22,43.22,43.22,43.22,43.22,43.22,43.22,43.22,43.22,43.22,43.22,43.22,39.31,39.31,39.31,39.31,39.31,39.31,39.31,39.31,39.31,39.31,39.31,39.31,39.31,44.07,44.07,44.07,44.07,44.07,44.07,44.07,44.07,44.07,44.07,44.07,44.07,44.07,37.53,37.53,37.53,37.53,37.53,37.53,37.53]},{\"label\":\"24.2X\",\"values\":[53.43,53.43,53.43,53.43,53.43,53.43,53.43,53.43,53.36,53.36,53.36,53.36,53.36,53.36,53.36,53.36,53.36,53.36,53.36,53.36,48.54,48.54,48.54,48.54,48.54,48.54,48.54,48.54,48.54,48.54,48.54,48.54,48.54,54.41,54.41,54.41,54.41,54.41,54.41,54.41,54.41,54.41,54.41,54.41,54.41,54.41,46.33,46.33,46.33,46.33,46.33,46.33,46.33]},{\"label\":\"28.8X\",\"values\":[63.58,63.58,63.58,63.58,63.58,63.58,63.58,63.58,63.5,63.5,63.5,63.5,63.5,63.5,63.5,63.5,63.5,63.5,63.5,63.5,57.76,57.76,57.76,57.76,57.76,57.76,57.76,57.76,57.76,57.76,57.76,57.76,57.76,64.76,64.76,64.76,64.76,64.76,64.76,64.76,64.76,64.76,64.76,64.76,64.76,64.76,55.14,55.14,55.14,55.14,55.14,55.14,55.14]},{\"label\":\"33.4X\",\"values\":[73.74,73.74,73.74,73.74,73.74,73.74,73.74,73.74,73.65,73.65,73.65,73.65,73.65,73.65,73.65,73.65,73.65,73.65,73.65,73.65,66.99,66.99,66.99,66.99,66.99,66.99,66.99,66.99,66.99,66.99,66.99,66.99,66.99,75.1,75.1,75.1,75.1,75.1,75.1,75.1,75.1,75.1,75.1,75.1,75.1,75.1,63.95,63.95,63.95,63.95,63.95,63.95,63.95]},{\"label\":\"38X\",\"values\":[83.9,83.9,83.9,83.9,83.9,83.9,83.9,83.9,83.79,83.79,83.79,83.79,83.79,83.79,83.79,83.79,83.79,83.79,83.79,83.79,76.22,76.22,76.22,76.22,76.22,76.22,76.22,76.22,76.22,76.22,76.22,76.22,76.22,85.44,85.44,85.44,85.44,85.44,85.44,85.44,85.44,85.44,85.44,85.44,85.44,85.44,72.75,72.75,72.75,72.75,72.75,72.75,72.75]}],\"price\":{\"label\":\"\u80a1\u50f9\",\"values\":[66.8,64.1,65.2,66,63.7,61.3,61.3,61.7,61.5,58.9,59.8,59.3,57.4,56.3,58.7,59.5,55.2,53.7,53.1,52.2,51.4,50.1,51.6,51.4,51.8,61.4,59.4,60.2,60.9,60.6,57,57.9,54.9,55.6,57,54,57.1,56.5,61.8,62.5,60.2,63.9,65.6,65.7,65.7,65.9,65.7,62,62.8,62,59.6,52.1,51.6]}}","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>\u9d3b\u6e96\u70ba\u9d3b\u6d77\u96c6\u5718\u65d7\u4e0b\u6a5f\u6bbc\u8207\u6a5f\u69cb\u4ef6\u5ee0\uff0c\u7522\u54c1\u5305\u62ec\u904a\u6232\u6a5f\u3001\u6563\u71b1\u6a21\u7d44\u3001\u6a5f\u6bbc\u8207\u6a5f\u5668\u4eba\u7d44\u88dd\uff1a\u516c\u53f8 2026 \u5e74 9 \u6708\u6cd5\u8aaa\u6703\u8868\u793a\uff0c\u904a\u6232\u6a5f\u71df\u6536\u6bd4\u91cd\u4ecd\u8d85\u904e\u4e03\u6210\uff0c\u4f46 AI \u76f8\u95dc\u6563\u71b1\u7522\u54c1\u81ea 2025 \u5e74\u4e0b\u534a\u5e74\u51fa\u8ca8\u5f8c\u71df\u6536\u6301\u7e8c\u6210\u9577\uff1b\u7f8e\u570b\u80af\u5854\u57fa\u5dde\u6838\u5fc3\u5de5\u5ee0\u9810\u8a08\u7b2c\u56db\u5b63\u555f\u52d5\u8a66\u7522\uff0c\u76ee\u6a19\u6295\u7522\u5f8c\u4e00\u81f3\u4e8c\u5e74\u9054\u640d\u76ca\u5169\u5e73\u3002<\/strong><\/p>\n<h4>\u6563\u71b1\u6a21\u7d44\u8207\u6a5f\u6bbc<\/h4>\n<p>\u516c\u53f8\u5728\u5e74\u5831\u4e2d\u6307\u51fa\uff0c2025 \u5e74\u71df\u696d\u6536\u5165\u6de8\u984d 1,560.65 \u5104\u5143\u3001\u5e74\u589e 105.83%\uff0c\u71df\u696d\u6de8\u5229 24.44 \u5104\u5143\u3001\u5e74\u589e 55.56%\uff0c\u6bcf\u80a1\u76c8\u9918 2.32 \u5143\uff0c\u4e26\u5c07\u4ee5\u7acb\u8db3\u53f0\u7063\u3001\u6df1\u8015\u5927\u9678\u3001\u524d\u9032\u7f8e\u570b\u7684\u5168\u7403\u5316\u5e03\u5c40\u5f37\u5316\u88fd\u9020\u80fd\u529b\u3002\u516c\u53f8 6 \u6708\u6cd5\u8aaa\u6703\u8868\u793a\uff0c\u6563\u71b1\u6a21\u7d44\u53d7\u60e0 AI \u9700\u6c42\uff0c\u662f 2026 \u5e74\u7684\u4e3b\u8981\u6210\u9577\u52d5\u80fd\uff0c\u5176\u4e2d\u4ee5\u6db2\u51b7\u6210\u9577\u6700\u5feb\u3001\u6c23\u51b7\u4ea6\u6b63\u5411\uff1b\u7b2c\u4e00\u5b63\u6563\u71b1\u6a21\u7d44\u71df\u6536\u5e74\u589e\u903e 40%\uff0c\u5360\u6bd4\u7531 8% \u5347\u81f3 14%\uff0c\u6a5f\u6bbc\u5e74\u589e\u903e 30%\u3001\u5360\u6bd4\u7531 3% \u5347\u81f3 6%\u3002\u6a5f\u6bbc\u6210\u9577\u4e3b\u8981\u4f86\u81ea\u50b3\u7d71\u81ea\u52d5\u5316\u5ba2\u6236\uff0c\u516c\u53f8\u8868\u793a\u76ee\u524d\u5c1a\u672a\u5207\u5165 AI \u8cc7\u6599\u4e2d\u5fc3\u6a5f\u6ac3\u9818\u57df\u3002<\/p>\n<h4>\u7f8e\u570b\u88fd\u9020\u8207\u65b0\u4e8b\u696d<\/h4>\n<p>\u9d3b\u6e96\u8463\u4e8b\u6703 2025 \u5e74 8 \u6708\u901a\u904e\u5341\u5e74\u6230\u7565\u6295\u8cc7\u8a08\u756b\uff0c\u7e3d\u6295\u8cc7\u91d1\u984d\u4e0a\u770b 10 \u5104\u7f8e\u5143\uff0c\u6db5\u84cb\u7cbe\u5bc6\u6a21\u5177\u3001\u667a\u6167\u88fd\u9020\u3001\u6a5f\u5668\u4eba\u8207\u5148\u9032\u81ea\u52d5\u5316\uff1b\u80af\u5854\u57fa\u5dde\u65b0\u5ee0\u7684\u5ee0\u623f\u8207\u8a2d\u5099\u6295\u8cc7 6,640 \u842c\u7f8e\u5143\uff0c\u5c07\u512a\u5148\u5c0e\u5165\u9ad8\u6bdb\u5229\u3001\u5c11\u91cf\u591a\u6a23\u7684\u8cc7\u901a\u8a0a\u7522\u54c1\u8207\u5148\u9032 AI \u88dd\u7f6e\uff0c\u516c\u53f8\u4e26\u8868\u793a\u672a\u4f86\u5c07\u628a\u6b64\u6a21\u5f0f\u8907\u88fd\u5230\u5176\u4ed6\u5730\u5340\u3002\u65b0\u4e8b\u696d\u65b9\u9762\uff0c\u516c\u53f8\u9810\u671f\u6a5f\u5668\u4eba\u5c07\u5728\u672a\u4f86\u4e09\u81f3\u4e94\u5e74\u6210\u70ba\u6838\u5fc3\u7522\u54c1\u4e4b\u4e00\uff0c\u4ee5\u300cRobot as Service\u300d\u6a21\u5f0f\u9396\u5b9a\u667a\u6167\u5bb6\u5ead\u3001\u6559\u80b2\u3001\u5de1\u6aa2\u8207\u91ab\u7642\uff0c\u4e26\u5207\u5165 AI \u8cc7\u6599\u4e2d\u5fc3\u7684\u5de1\u6aa2\u9700\u6c42\u3002<\/p>\n<h4>\u5916\u90e8\u6a5f\u69cb\u89c0\u9ede<\/h4>\n<p>\u5728\u7522\u696d\u5c64\u9762\uff0c\u96c6\u90a6\u79d1\u6280 8 \u6708\u9810\u4f30 AI \u6676\u7247\u7684\u6db2\u51b7\u6ef2\u900f\u7387\u5c07\u7531 2025 \u5e74\u7d04 33% \u5347\u81f3 2026 \u5e74\u7684 53%\u30012027 \u5e74\u63a5\u8fd1 60%\u3002<\/p>\n<h4>\u5e02\u5834\u95dc\u6ce8\u7684\u8b8a\u6578<\/h4>\n<p>\u904a\u6232\u6a5f\u696d\u52d9\u53d7\u7522\u54c1\u9031\u671f\u8207\u9ad8\u57fa\u671f\u5f71\u97ff\u800c\u8870\u9000\uff0c\u7b2c\u4e00\u5b63\u904a\u6232\u6a5f\u71df\u6536\u5360\u6bd4\u7531 87% \u964d\u81f3 78%\u3002\u4e3b\u8981\u5ba2\u6236\u4efb\u5929\u5802\u9810\u4f30\u672c\u8ca1\u5e74 Switch 2 \u92b7\u91cf 1,650 \u842c\u53f0\uff0c\u4f4e\u65bc\u524d\u4e00\u5e74\u7684 1,990 \u842c\u53f0\uff0c\u4e26\u56e0\u8a18\u61b6\u9ad4\u50f9\u683c\u4e0a\u6f32\u8abf\u9ad8\u552e\u50f9\uff1b\u516c\u53f8\u767c\u8a00\u4eba\u8868\u793a\u904a\u6232\u6a5f\u7684\u8a18\u61b6\u9ad4\u7531\u5ba2\u6236\u8ca0\u8cac\u63a1\u8cfc\u3002\u904a\u6232\u6a5f\u51fa\u8ca8\u7684\u8b8a\u5316\u3001\u6563\u71b1\u6a21\u7d44\u7684\u653e\u91cf\u901f\u5ea6\uff0c\u4ee5\u53ca\u7f8e\u570b\u5ee0\u7684\u6295\u7522\u9032\u5ea6\uff0c\u5c07\u5f71\u97ff\u5f8c\u7e8c\u71df\u6536\u7d50\u69cb\u8207\u7372\u5229\u3002<\/p>\n","ifam_val_profit":"<p>\u4ee5\u4e0b\u4f9d\u516c\u53f8\u5df2\u516c\u5e03\u7684\u8ca1\u5831\u8207\u6708\u71df\u6536\uff0c\u8aaa\u660e\u9d3b\u6e96\uff082354\uff09\u7684\u7372\u5229\u8ecc\u8de1\u3002<\/p>\n<p>\u9019\u5bb6\u516c\u53f8\u7684\u71df\u6536\u8207\u7372\u5229\u5df2\u7d93\u812b\u9264\uff0c\u8981\u5206\u958b\u770b\u30022025 \u5e74\u5408\u4f75\u71df\u6536 1,560.65 \u5104\u5143\u3001\u5e74\u589e 105.8%\uff082024 \u5e74 758.24 \u5104\u5143\uff09\uff0c\u4f46\u6bcf\u80a1\u76c8\u9918\u7531 2.53 \u5143\u964d\u5230 2.31 \u5143\uff1b2026 \u5e74\u4e0a\u534a\u5e74\u53cd\u904e\u4f86\u2014\u2014\u71df\u6536 556.16 \u5104\u5143\u3001\u5e74\u6e1b 21.9%\uff0c\u7a00\u91cb\u6bcf\u80a1\u76c8\u9918\u537b\u7531 1.05 \u5143\u5347\u5230 1.10 \u5143\u30021\u20139 \u6708\u7d2f\u8a08 1,133.27 \u5104\u5143\uff0c\u8207\u53bb\u5e74\u540c\u671f\u5e7e\u4e4e\u6301\u5e73\uff08\u22120.2%\uff09\uff0c9 \u6708\u55ae\u6708 144.15 \u5104\u5143\u3001\u5e74\u589e 11.2%\u3002<\/p>\n<p>\u539f\u56e0\u5728\u9019\u662f\u4e00\u9580\u71df\u6536\u898f\u6a21\u5927\u3001\u5229\u6f64\u7387\u8584\u7684 ODM \u751f\u610f\u30022025 \u5e74\u5408\u4f75\u71df\u6536 1,560.65 \u5104\u5143\uff0c\u6bdb\u5229\u7387\u53ea\u6709 3.7%\u3001\u71df\u696d\u5229\u76ca 24.44 \u5104\u5143\u3001\u71df\u696d\u5229\u76ca\u7387 1.6%\uff1b2026 \u5e74\u4e0a\u534a\u5e74\u71df\u6536\u7e2e\u4e86\u5169\u6210\u4e8c\uff0c\u6bdb\u5229\u7387\u53cd\u800c\u5347\u5230 4.4%\u3002\u63db\u53e5\u8a71\u8aaa\u71df\u6536\u7684\u589e\u6e1b\u4e3b\u8981\u53cd\u6620\u7d44\u88dd\u696d\u52d9\u7684\u91cf\uff0c\u800c\u7d44\u88dd\u7684\u55ae\u4f4d\u5229\u6f64\u5f88\u8584\uff0c\u5c0d\u7372\u5229\u7684\u5f71\u97ff\u9060\u5c0f\u65bc\u5b83\u5c0d\u71df\u6536\u7684\u5f71\u97ff\u3002<\/p>\n<p>\u5169\u500b\u90e8\u9580\u7684\u8cfa\u9322\u80fd\u529b\u4e0d\u6210\u6bd4\u4f8b\uff0c\u9019\u9ede\u6bd4\u71df\u6536\u66f4\u503c\u5f97\u6ce8\u610f\u30022026 \u5e74\u4e0a\u534a\u5e74\u5360\u90e8\u9580\u5916\u90e8\u6536\u5165\u516b\u6210\u4e09\u7684\u6a5f\u69cb\u3001\u96f6\u914d\u4ef6\u751f\u7522\u53ca\u92b7\u552e\uff08463.67 \u5104\u5143\uff09\u53ea\u8ca2\u737b\u90e8\u9580\u640d\u76ca 4.99 \u5104\u5143\uff0c\u800c\u5360\u4e00\u6210\u516d\u7684\u96fb\u5b50\u7522\u54c1\u8cbf\u6613\u670d\u52d9\uff0891.49 \u5104\u5143\uff09\u8ca2\u737b 6.08 \u5104\u5143\u2014\u2014\u71df\u6536\u5dee\u4e94\u500d\uff0c\u640d\u76ca\u537b\u662f\u5f8c\u8005\u591a\u3002\u53e6\u5916\u7a05\u5f8c\u6de8\u5229\u9577\u671f\u9ad8\u65bc\u71df\u696d\u5229\u76ca\uff082025 \u5e74 32.76 \u5104\u5143\u5c0d 24.44 \u5104\u5143\u30012026 \u5e74\u4e0a\u534a\u5e74 15.54 \u5104\u5143\u5c0d 7.16 \u5104\u5143\uff09\uff0c\u5dee\u984d\u4f86\u81ea\u696d\u5916\u3002<\/p>\n<p>\u7b2c 3 \u5b63\u8ca1\u5831\u8981\u770b\u5169\u4ef6\u4e8b\uff1a\u6a5f\u69cb\u3001\u96f6\u914d\u4ef6\u7684\u71df\u6536\u662f\u5426\u6b62\u7a69\uff08\u4e0a\u534a\u5e74\u5e74\u6e1b 28.0%\uff09\uff0c\u4ee5\u53ca\u696d\u5916\u662f\u5426\u5ef6\u7e8c\u3002\u53ea\u770b\u5408\u4f75\u6bcf\u80a1\u76c8\u9918\u6703\u770b\u4e0d\u51fa\u672c\u696d\u7684\u72c0\u6cc1\u3002<\/p>\n","ifam_val_multiple":"","ifam_strategy_on":"","ifam_trades":"","ifam_valuation":"{\"matrix\":{\"corner\":\"\",\"title\":\"\",\"note\":\"\",\"columns\":[{\"order\":1,\"year\":\"2025(A)\",\"eps\":2.3,\"label\":\"2025(A)\uff1a2.3 \u5143\"}],\"rows\":[{\"order\":1,\"pe\":52.4,\"peLabel\":\"52 \u5143\",\"desc\":\"2026-11-13\",\"cells\":[{\"order\":1,\"price\":22.782608695652176,\"text\":\"22.8 \u500d\",\"hl\":false}]}]}}","ifam_val_range":"<p>\u76ee\u524d\u9d3b\u6e96\u80a1\u50f9\u7d04\u5728 50\u201360 \u5143\uff082026\/11\/13 \u6536\u76e4\u50f9 52 \u5143\uff09\uff0c\u7d04\u70ba 2025(A) EPS 2.3 \u5143\u7684 23 \u500d\uff1b2026 \u5e74\u4e0a\u534a\u5e74\u7a00\u91cb\u6bcf\u80a1\u76c8\u9918\u5df2\u9054 1.10 \u5143\u3002<\/p>\n","footnotes":""},"categories":[8],"tags":[],"ifam_industry":[18],"ifam_strategy":[],"class_list":["post-343","post","type-post","status-publish","format-standard","hentry","category-stock","ifam_industry-other-electronics"],"_links":{"self":[{"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/posts\/343","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=343"}],"version-history":[{"count":2,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/posts\/343\/revisions"}],"predecessor-version":[{"id":619,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/posts\/343\/revisions\/619"}],"wp:attachment":[{"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/media?parent=343"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/categories?post=343"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/tags?post=343"},{"taxonomy":"ifam_industry","embeddable":true,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/ifam_industry?post=343"},{"taxonomy":"ifam_strategy","embeddable":true,"href":"https:\/\/ifa.ai\/research\/wp-json\/wp\/v2\/ifam_strategy?post=343"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}