电子行业掘金中报业绩：看好需求旺盛的电子半导体细分行业-220901（60页）.pdf

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1、 -20%0%20%40%60%80%100%120%05,00010,00015,00020,00025,00030,0002017 2018 2019 2020 2021 18H1 19H1 20H1 21H1 22H1营收（亿元）yoy-40%-20%0%20%40%60%80%100%02004006008001,0001,2001,4001,6002017 2018 2019 2020 2021 18H119H120H121H122H1归母净利润（亿元）yoy05101520252017201820192020202118H1 19H1 20H1 21H1 22H1毛利率（%）净利率

2、（%）051015202517Q117Q217Q317Q418Q118Q218Q318Q419Q119Q219Q319Q420Q120Q220Q320Q421Q121Q221Q321Q422Q122Q2毛利率（%）净利率（%）0204060801001202017 2018 2019 2020 2021 18H119H120H121H122H1应收账款周转天数(天）存货周转天数（天）-50%0%50%100%150%200%250%300%350%05001,0001,5002,0002,5003,0002018 2019 2020 2021 18H1 19H1 20H1 21H1 22H1经

3、营活动产生的现金流量净额（亿元）yoy0.000.501.001.502.002.503.003.504.00201820192020202118H1 19H1 20H1 21H1 22H1净现比603501.SH300327.SZ600703.SH002371.SZ002475.SZ002273.SZ000050.SZA603986.SH600171.SH600460.SH300054.SZ002179.SZ002036.SZ688055.SH688099.SH688536.SH600745.SH300604.SZ002025.SZ688048.SH300088.SZ300373.SZ300

4、474.SZ688396.SH300666.SZ300679.SZ688167.SH003019.SZ300223.SZ300077.SZ605358.SH688800.SH603297.SH300939.SZ002049.SZ688052.SH600584.SH688012.SH605333.SH300790.SZ300928.SZ300782.SZ688368.SH002156.SZ688019.SH605005.SH002222.SZ300752.SZ688008.SH688608.SH002185.SZ688037.SH002055.SZ688127.SH605218.SH603160

5、.SH688601.SH601231.SH688072.SH-U688668.SH605118.SH688385.SH688259.SH688082.SH002897.SZ688079.SH300661.SZ688508.SH300373.SZ688126.SH-U300351.SZ300552.SZ688798.SH688798.SH688173.SH300623.SZ688200.SH300843.SZ688010.SH688153.SH-U603893.SH688595.SH600360.SH688233.SH603633.SH300691.SZ300782.SZ300613.SZ688

6、256.SH-U600460.SH688234.SH688195.SH300672.SZ603290.SH605111.SH688187.SH688261.SH688396.SH-40%-30%-20%-10%0%10%20%30%40%50%05001,0001,5002,0002,5003,0002017 2018 2019 2020 2021 18H1 19H1 20H1 21H1 22H1营收（亿元）yoy-20%-10%0%10%20%30%40%50%60%70%0501001502002502017201820192020202118H1 19H1 20H1 21H1 22H1归