[2023] 0013507
DaHua Certified Public Accountants Special General Partnership
7-2-1
7-2-2
2023 6 07 2023 020091
“ ”
“
” “ ” “ ”
2
2 “C3974- ”
LCD
LCD
24.22% -26.62% -31.89%
-14.28% -72.04% -82.72%
9,695.08 11,900.71 7,483.93 7,122.90
16.10% 10.87% 7.27% 7%
1
7-2-3
[2023] 0013507
106.16 158.02
191.32 228.83 2021 12 27
2022
“ ”
“ ”
1,600
206.00 2022 2 24 2025 2
24
1
2
LCD
3
4
5
2
7-2-4
[2023] 0013507
6
18
5 1 - 5
1
LCD
2021 LCD 957 2020
12.38% 2022
2022 9 WitsView
2023 6 32 /43 /55 /65
3
7-2-5
[2023] 0013507
33/58/109/150 / 2022 9
26.92/23.40/36.25/41.51
2022 2023
/
WitsView
Omdia
LCD
LCD
LCD TV 2022 65%
2023 80% LCD IT 2022
50% 2023 60% Omdia
2022
2023 1,242
2028 1,439 15.9%
4
7-2-6
[2023] 0013507
2
%
2023 1-3 2022 2021 2020
13,359.10 98.22 64,213.49 98.34 87,145.02 97.93 70,645.00 98.61
7,080.34 52.05 40,339.68 61.78 53,845.83 60.51 45,678.89 63.76
4,043.43 29.73 15,109.84 23.14 19,117.38 21.48 14,604.31 20.39
974.87 7.17 4,493.13 6.88 7,680.34 8.63 3,900.84 5.45
437.17 3.21 2,052.88 3.14 2,616.79 2.94 3,307.93 4.62
351.84 2.59 834.85 1.28 3,862.98 4.34 3,045.93 4.25
471.45 3.47 1,383.11 2.12 21.71 0.02 107.09 0.14
242.70 1.78 1,086.75 1.67 1,844.04 2.07 995.10 1.39
13,601.81 100.00 65,300.23 100.00 88,989.07 100.00 71,640.10 100.00
70,645.00 87,145.02
64,213.49 13,359.10
80%
3
“ ” “ ”
5
7-2-7
[2023] 0013507
4
% /
2023 1-3 2022 2021 2020
8,301.22 74.49 40,568.99 76.60 52,126.03 77.01 39,617.01 79.85
909.35 8.16 4,068.77 7.68 5,879.82 8.69 3,605.07 7.27
1,456.10 13.07 6,087.68 11.49 6,989.93 10.33 5,622.59 11.33
128.16 1.15 530.37 1.00 919.17 1.36 767.57 1.55
348.65 3.13 1,704.43 3.22 1,771.73 2.62 - -
11,143.48 100.00 52,960.23 100.00 67,686.68 100.00 49,612.23 100.00
1,622.66 7,049.83 9,706.91 6,754.87
6.65 7.27 6.79 7.34
79.85% 77.01% 76.60%
74.49% 7 /
6
7-2-8
[2023] 0013507
5
/
2023 1-3 2022 2021 2020
PMMA 1,096.79 3,033.38 2.77 4,265.38 10,402.90 2.44 7,789.39 18,452.05 2.37 7,186.61 15,835.33 2.20
MS 2,212.23 3,662.32 1.66 13,236.18 21,901.50 1.65 18,309.66 31,515.30 1.72 11,254.98 21,666.24 1.93
3,309.03 6,695.70 2.02 17,501.56 32,304.40 1.85 26,099.05 49,967.35 1.91 18,441.59 37,501.57 2.03
PMMA 1 0.5mm-0.7mm
2020 30.09% 2023 51.78% 2 MS PMMA
7-2-9
2022 3 2023 MMA
2020 2022 MS MS
( )
2023 1-3
MS MMA
7
[2023] 0013507
6
2023 5 1.1
2023
7
%
1 3,711.00 27.28
2 2,068.40 15.21
2023 3 1,580.42 11.62
1-3 4 1,284.32 9.44
5 939.15 6.90
9,583.29 70.46
1 17,158.21 26.28
2 10,864.57 16.64
2022 3 7,926.79 12.14
4 6,172.96 9.45
5 4,305.76 6.59
46,428.29 71.10
1 25,719.45 28.90
2 12,792.91 14.38
2021 3 11,247.89 12.64
4 8,492.05 9.54
5 6,386.90 7.18
64,639.20 72.64
1 18,280.46 25.52
2 13,708.62 19.14
2020 3 9,303.18 12.99
4 6,463.99 9.02
5 4,948.18 6.91
52,704.42 73.57
1
8
7-2-10
[2023] 0013507
2
3
4
5
73.57% 72.64% 71.10% 70.46%
2022 VD
8
2023 4-5 9,400
4,700 2023 4,500
3%
9
9
7-2-11
[2023] 0013507
2023 1-3 2022 2021 2020
/ / /
13,601.81 -31.89% 65,300.23 -26.62% 88,989.07 24.22% 71,640.10
11,168.61 -29.36% 53,048.36 -21.67% 67,728.39 36.37% 49,665.78
2,433.20 -41.52% 12,251.87 -42.37% 21,260.68 -3.25% 21,974.32
17.89% -2.94 18.76% -5.13 23.89% -6.78 30.67%
422.77 -79.18% 2,724.86 -70.49% 9,233.74 -16.57% 11,067.10
309.80 -82.72% 2,499.29 -72.04% 8,938.11 -14.28% 10,426.69
2021 24.22%
2021
2021 6.78
1
2020
28.88% 2 2021
3
14.28%
2022 26.62%
72.04% 2023 2022
10
7-2-12
[2023] 0013507
2023 15.66%
2022 1,445.65
2023 309.80 2022
1
2022
Omdia LCD IT
2022 80% 2022
50%
2 2022
10
1
2022
2022 9
Omdia
LCD LCD
LCD TV
2022 65% 2023 80%
LCD IT 2022 50% 2023
11
7-2-13
[2023] 0013507
60% Omdia 2022
2023 1,242 2028 1,439
15.9%
2
2023 1
1
1
2023 1-3 2022 2021 2020
/
41,487.28 -19.54%/-8.12% 198,147.75 2.96% 192,452.04 35.51% 142,017.19
53,691.51 5.79%/-10.92% 226,179.39 -4.62% 237,134.93 0.86% 235,111.80
42,564.52 -22.92%/-16.80% 217,352.30 -5.66% 230,396.22 20.94% 190,510.39
24,546.24 -55.48%/-51.86% 221,016.88 -10.65% 250,528.29 -3.67% 260,085.88
37,207.58 -28.45% 52,663.84 -22.82% 68,234.10
49,531.75 -13.65% 57,364.08 59.13% 36,047.51
46,410.18 -35.66%/24.52% 220,715.15 -24.02% 290,477.37 17.79% 246,603.06
13,601.81 -31.89%/15.66% 65,300.23 -26.62% 88,989.07 24.22% 71,640.10
1
2 2023
12
7-2-14
[2023] 0013507
3
LCD
LCD
2021
2022
2023 1-3
2022 24.52%
15.66%
2
2023 1-3 2022 2021 2020
/
2,819.02 -24.89%/23.06% 5,678.90 -52.37% 11,922.08 -12.83% 13,676.27
5,820.48 11.11%/81.27% 18,814.06 -30.74% 27,165.16 -10.91% 30,492.55
1,222.26 -81.98%/-36.98% 20,642.13 -38.84% 33,751.97 188.91% 11,682.42
-2,233.27 -139.65%/-141.62% 23,577.42 -18.65% 29,353.56 -6.67% 31,450.73
-4,251.96 -64.62% -2,615.83 -154.19% 4,827.19
-368.35 -116.32% 2,257.33 33.14% 1,695.48
303.52 -88.34%/103.56% -5,435.34 -142.62% 12,753.34 -16.49% 15,272.28
13
7-2-15
[2023] 0013507
2023 1-3 2022 2021 2020
/
422.77 -79.18%/133.09% 2,724.86 -70.49% 9,233.74 -16.57% 11,067.10
1
2 2023
2021
IPO
2021 2022
2023 1-3
2023 1
2
1 2023 1-3
/
9.47 15.00% 282.58 66.84%
9.06 10.00% 188.38 44.56%
8.64 5.00% 94.19 22.28%
8.23 0.00% 0.00 0.00%
7.82 -5.00% -94.19 -22.28%
7.41 -10.00% -188.38 -44.56%
7.00 -15.00% -282.58 -66.84%
1 = /
14
7-2-16
[2023] 0013507
2 = * *
* 1-15%
3 = /
2 2022
/
10.47 15.00% 1,434.40 52.64%
10.02 10.00% 956.27 35.09%
9.56 5.00% 478.13 17.55%
9.11 0.00% 0.00 0.00%
8.65 -5.00% -478.13 -17.55%
8.20 -10.00% -956.27 -35.09%
7.74 -15.00% -1,434.40 -52.64%
3 2021
/
10.32 15.00% 2,481.08 26.87%
9.88 10.00% 1,654.06 17.91%
9.43 5.00% 827.03 8.96%
8.98 0.00% 0.00 0.00%
8.53 -5.00% -827.03 -8.96%
8.08 -10.00% -1,654.06 -17.91%
7.63 -15.00% -2,481.08 -26.87%
4 2020
/
12.03 15.00% 2,681.45 24.23%
11.50 10.00% 1,787.64 16.15%
10.98 5.00% 893.82 8.08%
10.46 0.00% 0.00 0.00%
9.94 -5.00% -893.82 -8.08%
9.41 -10.00% -1,787.64 -16.15%
8.89 -15.00% -2,681.45 -24.23%
2022 2023 1-3
15
7-2-17
[2023] 0013507
2020 2021 30%
Omdia
2022 2023
LCD
1
1897 CRT
LCD OLED LED
1 LCD
Liquid Crystal
16
7-2-18
[2023] 0013507
LCD
LCD
LCD
2021 1,367
LCD 957
70.0% OLED 407 29.8%
Mini/Micro LED 3 0.2% Bloomberg
2022
LCD 93.2% OLED
6.8%
2 OLED
OLED Organic Light-Emitting Diode
OLED LCD
OLED
OLED
OLED
17
7-2-19
[2023] 0013507
OLED
OLED
OLED OLED
OLED
LCD
3 LED
LED
Mini LED
Micro LED LED
LED Mini LED LED
100 LED LED Micro LED
LED Micro LED
50 LED
LED
LED
Mini LED
4K/8K LED Micro LED
LED
LCD OLED
OLED
18
7-2-20
[2023] 0013507
LCD
LCD
2
1
Omdia
2023 1,242 2028
1,439 15.9% 2023
2022 1 LCD/AMOLED
64 1.5 53
/ 4 / 7 45 LCD
2025 LCD 28,633
LCD
70%
5G
2
19
7-2-21
[2023] 0013507
LCD
2023
2023
LCD
2023 2
LCD
LCD
3
2022
Wits View 2022 9
2023 6 32 /43 /55
/65 33/58/109/150 / 2022 9
26.92/23.40/36.25/41.51
2022 2023
20
7-2-22
[2023] 0013507
2022 10 “
”2022 12 “
”
2023
36
27.8%
6.8% 284,997
4.5% 2.2% 2022 11
85.5 2023 3 94.9
2022
LG LCD Omdia
2022 6 LCD 8.5
LG 2023 LCD
2022 LG
LCD LCD
LCD
2022
21
7-2-23
[2023] 0013507
Omdia
2022 85%
2022 60%
2022 TFT-LCD 2021 16.95% 2022
“
”
LCD
70%
5G
Omdia TV 2018-2023
2023
2023 5G
5G
22
7-2-24
[2023] 0013507
IHS Markit 2025 TFT-LCD
2.5 2019 2025 5.82% Grand View Research
2017 2025
6%
2022
4
2023
2023
23
7-2-25
[2023] 0013507
LCD
1 LCD
LCD LCD
2022 TFT-LCD
76,039.00 AMOLED 1,125.00 LCD
1.48% 2022 “ TFT-LCD
”
2
2022 VD
VD
3
1 Mini LED
Mini LED
Mini LED
24
7-2-26
[2023] 0013507
2
2022
5%-12%
3 TAC
2023 3
TAC TAC
TAC PVA
PVA
PVA
TAC
TAC TAC
TAC
TAC
TAC OLED
LCD
25
7-2-27
[2023] 0013507
1
%
2023-03-31 2022-12-31 2021-12-31 2020-12-31
1,471.18 20.01 1,476.90 19.24 3,184.27 26.41 2,442.84 24.92
2,076.82 28.25 2,462.27 32.08 4,339.54 35.99 3,261.50 33.28
3,474.34 47.26 3,259.12 42.46 4,173.70 34.61 3,821.20 38.99
329.38 4.48 476.96 6.21 361.22 3.00 275.70 2.81
7,351.73 100.00 7,675.25 100.00 12,058.73 100.00 9,801.24 100.00
9,801.24
12,058.73 7,675.25 7,351.73
97.19% 97.00%
93.79% 95.52%
2
2023 3 31
1 1
1,415.48 19.25% 55.70 0.76% 1,471.18
2,057.10 27.98% 19.73 0.27% 2,076.82
3,474.34 47.26% 3,474.34
329.38 4.48% 329.38
7,276.31 98.97% 75.42 1.03% 7,351.73
2022 12 31
26
7-2-28
[2023] 0013507
1 1
1,413.73 18.42% 63.17 0.82% 1,476.90
2,448.68 31.90% 13.58 0.18% 2,462.27
3,259.12 42.46% 3,259.12
476.26 6.21% 0.70 476.96
7,597.80 98.99% 77.45 1.01% 7,675.25
2021 12 31
1 1
3,160.95 26.21% 23.31 0.19% 3,184.27
4,330.89 35.91% 8.65 0.07% 4,339.54
4,173.70 34.61% 4,173.70
359.98 2.99% 1.24 0.01% 361.22
12,025.53 99.72% 33.20 0.28% 12,058.73
2020 12 31
1 1
2,418.19 24.67% 24.66 0.25% 2,442.84
3,261.50 33.28% 3,261.50
3,821.20 38.99% 3,821.20
275.64 2.81% 0.07 0.00% 275.70
9,776.52 99.75% 24.72 0.25% 9,801.24
1
99.75% 99.72% 98.99% 98.97% 1
27
7-2-29
[2023] 0013507
3
2023-03-31 2022-12-31 2021-12-31 2020-12-31
2.85 3.60 3.96 3.75
5.70 5.52 6.24 6.40
2.46 3.02 3.62 3.37
4.31 4.68 7.66 7.96
3.62 6.22 7.63 10.32
3.28 4.73 5.63
3.79 4.39 5.64 6.24
5.84 5.38 6.20 5.72
1
2 2023
3
5.72 6.20 5.38 5.84
4
2023-03-31 2022-12-31 2021-12-31 2020-12-31
3.85% 4.28% 5.41%
12.82% 12.37% 13.26%
4.25% 4.16% 5.59%
20.72% 6.80% 6.92%
1.78% 1.44% 2.38% 1.04%
1.32% 1.89% 3.77%
28
7-2-30
[2023] 0013507
2023-03-31 2022-12-31 2021-12-31 2020-12-31
3.11% 2.49% 1.31% 1.08%
1
2 A
2023
2022 2023 3%
LED
LED LED
5
2023-03-31 2022-12-31
1,471.18 25.11 1.71% 1,476.90 13.98 0.95%
2,076.82 138.67 6.68% 2,462.27 116.85 4.75%
3,474.34 65.05 1.87% 3,259.12 60.50 1.86%
329.38 476.96
7,351.73 228.83 3.11% 7,675.25 191.32 2.49%
2021-12-31 2020-12-31
3,184.27 45.35 1.42% 2,442.84
4,339.54 62.58 1.44% 3,261.50 74.68 2.29%
4,173.70 50.09 1.20% 3,821.20 31.47 0.82%
361.22 275.70
12,058.73 158.02 1.31% 9,801.24 106.16 1.08%
29
7-2-31
[2023] 0013507
1.08% 1.31%
2.49% 3.11% 1 ——
2022 2023 2021
2020
1
2
30
7-2-32
[2023] 0013507
1 ——
1
2021 8
2
3
1
31
7-2-33
[2023] 0013507
2
3
2021 12 100%
2022
1,035.03 134.30
1
1
2
32
7-2-34
[2023] 0013507
3
2022 2023 1-3
1,035.03 216.44
2
“
”
“ ” 2022
7 1,500 2022 10 1,000
2022 12 2,500
526,313.97 6.39% 2023 1
33
7-2-35
[2023] 0013507
3,000 2023 1 4
“ ”
2021 8 26
3
2021 12
2021
2022 8 18
2.4
12
/
90
90
34
7-2-36
[2023] 0013507
“
” 99.90%
0.10%
20-50 49
2022 2,500
2022 12
2023
99.22%
1,600
206.00 2022 2 24 2025
35
7-2-37
[2023] 0013507
2 24 “ ”
“ ” “
”
“ ”
“ ” “
”
“ ”
“
”
18
36
7-2-38
[2023] 0013507
18
2023 3 31
11,004.65 3,000.00 3.49%
305.97
1,000.00
626.44
14,823.75
2,000.00 2,000.00 2.33%
203.50
29,964.31 5,000.00 5.82%
5,000.00
1
2023 3 31
11,004.65
1 6,000.00 1.9%-3.2% 2023-3-20 2023-9-20
0.10%
2 2,000.00 2022-10-18 2023-10-16
4.50%
954
37
7-2-39
[2023] 0013507
3 3,000.00 2023-1-4
1 2
“
”
3
R3
2
2023 3 31 305.97
38
7-2-40
[2023] 0013507
3
2023 3 31
1,000.00
“ ”
4
2023 3 31
82.43
417.08
126.94
626.44
5
2023 3 31 14,823.75
“ ”
6
2023 3 31
2,000.00
2022 5 2,000.00 187.5
2.02%
2023 3
2,000.00 1.97%
39
7-2-41
[2023] 0013507
7
2023 3 31 203.50
18
2023 3 16
18
2023 6 20 2023 5 31
[2023]0013454
—— 7
2023 5 31
1
40
7-2-42
[2023] 0013507
2
3
4
5
2023
“
” “ ”
6 18
41
7-2-43
[2023] 0013507
6
7 2023 5 31
1 2021
2022 2023 1-3
2023
2023
2022
2023 1-3 2020 2021
30%
2 OLED Mini LED Micro LED
LCD
LCD
2022 VD
Mini LED
TAC
42
7-2-44
[2023] 0013507
3
1
1 ——
4
5
6 2023 3 31
2.02%
5,000.00
85,974.51 5.82%
30%
43
7-2-45
[2023] 0013507
3,000
18
44
7-2-46
7-2-47
7-2-48
7-2-49
7-2-50