[2023] 0013947
DaHua Certified Public Accountants Special General Partnership
7-2-1
7-2-2
2023 6 07 2023 020091
“ ”
“
” “ ” “ ”
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] 0013947
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] 0013947
6
18
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] 0013947
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] 0013947
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] 0013947
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] 0013947
5
1
/
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
7-2-9
0.5mm-0.7mm 2020 30.09% 2023 51.78%
MS PMMA 2022
2023 2022 MMA
2020 2022 MS MS
MS
( )
7
[2023] 0013947
2023 1-3 MS
2022 2022 MMA
2
PMMA MS PMMA PMMA PMMA
/
2023 1-3 2022 2021 2020
PMMA 1.81 2.26% 1.77 -2.75% 1.82 8.33% 1.68
7-2-10
PMMA 3.58 6.23% 3.37 4.98% 3.21 -3.02% 3.31
MS 1.66 0.61% 1.65 -4.07% 1.72 -10.88% 1.93
PMMA 1.49 -7.45% 1.61 -5.85% 1.71 17.12% 1.46
1 PMMA 2mm 2mm
2 PMMA Wind
3 MS MS PMMA PMMA MS
PMMA 2021 2022
8
[2023] 0013947
2023 1-3
2022
PMMA MMA 2022 MMA
MMA 1.47 /
PMMA 2 PMMA
MS 2mm 2021 2022 2023 1-3 PMMA
2021 MS 62.68%
7-2-11
2023 1-3
PMMA 2022 2022 MMA
5.86 /
5.37 / 5.75 / 5.12 / 5.5 / 2023 1-3
2022 23.53% 30.27%
9
[2023] 0013947
6
2023 1-6
2023 2023 2023 2023 2023 2023
1 2 3 4 5 6
8,977.63 8,373.47 8,920.21 9,481.25 10,592.94 10,474.81
-6.73% 6.53% 6.29% 11.73% -1.12%
1,125.11 1,115.42 1,118.56 1,145.02 1,242.99 1,282.59
-0.86% 0.28% 2.37% 8.56% 3.19%
2023 1-6 2023
2023 1-6
1 8,977.63 6
10,474.81 1 1,125.11 1,282.59
2023 6
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
10
7-2-12
[2023] 0013947
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
2
3
4
5
11
7-2-13
[2023] 0013947
73.57% 72.64% 71.10% 70.46%
2022 VD
8
2023 1-6
/
/ /
2023 1 5,177.42 - 4,208.33 - 18.72% -
2023 2 4,308.51 -16.78% 3,571.62 -15.13% 17.10% -1.61
2023 3 4,115.87 -4.47% 3,388.66 -5.12% 17.67% 0.57
2023 4 4,352.36 5.75% 3,889.27 14.77% 10.64% -7.03
2023 5 5,004.61 14.99% 4,185.77 7.62% 16.36% 5.72
2023 6 5,343.44 6.77% 4,488.49 7.23% 16.00% -0.36
2023 1-3 13,601.81 - 11,168.61 - 17.89% -
2023 1-3 4,533.94 - 3,722.87 - 17.89% -
2023 4-6 14,700.41 8.08% 12,563.53 12.49% 14.54% -3.35
2023 4-6 4,900.14 8.08% 4,187.84 12.49% 14.54% -3.35
2023 6
2023
4,900.14 8.08%
1-2 3 2023 6
3 29.83%
2023 1-6 16%
2023 13.66% 2023 4
10.64%
131.78 26.53
105.24 2.42
12
7-2-14
[2023] 0013947
Acuity Brands Lighting, Inc. 5.96
132.64 1.54
2023 1-6 2022
2023 1-6
2022
9
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
13
7-2-15
[2023] 0013947
2022 9-12 2023 1-3
*4
1 2021
2021 24.22%
2021
14
7-2-16
[2023] 0013947
2021
2021 6.78
2020 28.88% 2021
14.28%
2 2022
2022 26.62%
2022
Omdia LCD IT 2022
80% 2022 50%
2022
2022 5.13
3 2023 1-3
2023 1-3 31.89%
2022 15.66% 2022
15
7-2-17
[2023] 0013947
LCD IT
2022 50% 2023
60% 2022
2023
2023 1-3 2022 0.87 2022
1-3 2.94 2022
2022 9
2022
2022 1-3
10
1
2022
2022 9
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%
2
16
7-2-18
[2023] 0013947
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
41,739.95 -25.56%/-12.64% 167,164.40 -12.01% 187,288.11 15.39% 168,372.85
13,601.81 -31.89%/15.66% 65,300.23 -26.62% 88,989.07 24.22% 71,640.10
1
2 2023
3
LCD
LCD
17
7-2-19
[2023] 0013947
2021
15.39% 24.22%
2022
12.01% 26.62% 2023 1-3
25.56% 31.89%
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
1,586.40 -64.75%/5.86% 8,379.55 -66.31% 16,369.66 2.99% 15,585.27
422.77 -79.18%/133.09% 2,724.86 -70.49% 9,233.74 -16.57% 11,067.10
1
18
7-2-20
[2023] 0013947
2 2023
2021
2.99% 16.57%
188.91%
IPO 2021
2022
66.31% 70.49% 2023 1-3
64.75% 79.18% 2023
1
103.56%
133.09%
2
1 2023 1-3
/
9.47 15.00% 282.58 66.84%
19
7-2-21
[2023] 0013947
/
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 = /
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%
20
7-2-22
[2023] 0013947
/
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
2020 2021 30%
Omdia
2022 2023
LCD
1
1897 CRT
LCD OLED LED
21
7-2-23
[2023] 0013947
1 LCD
Liquid Crystal
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
22
7-2-24
[2023] 0013947
OLED
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
23
7-2-25
[2023] 0013947
LED
LCD OLED
OLED
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%
24
7-2-26
[2023] 0013947
5G
2
LCD
2023
2023
LCD
2023 2
LCD
LCD
3
2022
25
7-2-27
[2023] 0013947
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
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
26
7-2-28
[2023] 0013947
LCD LCD
LCD
2022
Omdia
2022 85%
2022 60%
2022 TFT-LCD 2021 16.95% 2022
“
”
LCD
70%
5G
Omdia TV 2018-2023
2023
27
7-2-29
[2023] 0013947
2023 5G
5G
IHS Markit 2025 TFT-LCD
2.5 2019 2025 5.82% Grand View Research
2017 2025
6%
2022
28
7-2-30
[2023] 0013947
4
1
2023 284,997
4.5% 2.2% 2022
11 85.5 2023 3
94.9
2022
Omdia LCD IT 2022
50% 2023 60%
2022
2
2023 1
3
2023 1-6
2023 1 8,977.63
6 10,474.81 16.68%
13,601.81 14,700.41
29
7-2-31
[2023] 0013947
8.08% 4.6%
4
5%
2023 209.50
45.60% 2023
530 153%
2023
2023 1-6
LCD
1 LCD
LCD LCD
2022 TFT-LCD
76,039.00 AMOLED 1,125.00 LCD
1.48% 2022 “ TFT-LCD
”
2
2022 VD
30
7-2-32
[2023] 0013947
VD
3
1 Mini LED
Mini LED
Mini LED
2
2022
5%-12%
3 TAC
2023 3
31
7-2-33
[2023] 0013947
TAC TAC
TAC PVA
PVA
PVA
TAC
TAC TAC
TAC
TAC
TAC OLED
LCD
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
32
7-2-34
[2023] 0013947
97.19% 97.00%
93.79% 95.52%
2
1
%
2023-03-31 2022-12-31 2021-12-31 2020-12-31
1 7,276.31 98.97 7,597.80 98.99 12,025.53 99.72 9,776.52 99.75
1 75.42 1.03 77.45 1.01 33.20 0.28 24.72 0.25
7,351.73 100.00 7,675.25 100.00 12,058.73 100.00 9,801.24 100.00
1
98%
2
2023 3 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 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
1 1
2021
33
7-2-35
[2023] 0013947
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
1 1
2020
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
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
34
7-2-36
[2023] 0013947
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%
1.78% 7.40% 5.31% 6.00%
3.11% 2.49% 1.31% 1.08%
1
2 A
2023
2020-2022
2022 2023
3%
LED LED LED
35
7-2-37
[2023] 0013947
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%
1.08% 1.31%
2.49% 3.11% 1 ——
36
7-2-38
[2023] 0013947
2020 2021 1.08%
1.31%
2020 2021
20%
2022 2.49% 2021
1 2022
2022
4.81 17.52%
2 2022 38.09%
2023 3.11% 2022
0.93
1 ——
37
7-2-39
[2023] 0013947
1
2021 8
2
3
1
38
7-2-40
[2023] 0013947
2
3
2021 12 100%
2022
1,035.03 134.30
1
1
2
39
7-2-41
[2023] 0013947
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
3,000 2023 6 29
975,609.75 , 6.74%
40
7-2-42
[2023] 0013947
“
”
2021 8 26
3
2021 12
2021
2022 8 18
2.4
12
/
90
90
41
7-2-43
[2023] 0013947
99.90% 0.10%
20-50
49 2022
2,500 2022 12
2023 3,000 2023 6
2023
99.22%
1,600
42
7-2-44
[2023] 0013947
206.00 2022 2 24 2025
2 24 “ ”
“ ” “
”
“ ”
1 “ ” “
”
“
”
“ ”
2
3
43
7-2-45
[2023] 0013947
18
18
2023 3 31
11,004.65 3,000.00 3.49%
305.97
1,000.00
44
7-2-46
[2023] 0013947
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
6.74%
3 3,000.00 2023-1-4 2023-6-29
1
1 2023 6 29
6.74%
2
1 2
45
7-2-47
[2023] 0013947
“
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3
R3
2023 6 29 3,000
2
2023 3 31 305.97
3
2023 3 31
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46
7-2-48
[2023] 0013947
4
2023 3 31
82.43
417.08
126.94
626.44
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2023 3 31 14,823.75
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2023 3 31
2,000.00
2018-12-06
2,000.00
/
2022 5 2,000.00 187.5
2022 5 2,000.00 187.5
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2023 3
47
7-2-49
[2023] 0013947
2,000.00 1.97%
7
2023 3 31 203.50
18
2023 3 31
3,000.00 2,000.00 5,000.00
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30 2,000.00
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3,000.00 3.49% 2023 1
2023 3
31 2,000.00 2.33% 2022 5
5,000.00 5.82% - -
2023 6
2,000.00 3% 2022 5
30
2023 3 16
18
48
7-2-50
[2023] 0013947
2023 6 20 2023 5 31
[2023]0013454
—— 7
2023 5 31
1
2
3
4
49
7-2-51
[2023] 0013947
5
2023
“
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6 18
6
7 2023 5 31
1 2021
2022 2023 1-3
2023
50
7-2-52
[2023] 0013947
2023
2022
2023 1-3 2020 2021
30%
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LCD
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2022 VD
Mini LED
TAC
3
1
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4
51
7-2-53
[2023] 0013947
5
6 2023 3 31
2.02%
5,000.00
85,974.51 5.82%
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18
52
7-2-54
[2023] 0013947
[2023]0013947
53
7-2-55
7-2-56
7-2-57
7-2-58
7-2-59