1、 !#$%&()*+,-.*1/15/01234 !#$%&()*+,-./01234 !#$%!#$%l!#$%&!#$%&2023()*%+()*%+2023,(-./0,(-./012123434 5-.67896:;5-.67896:;%+2023,(*12?*,/A34 38.61%*BCD,E%+FGHI89J 9568 K?*,/ALM 4.8%;BCD,E%+FGHNOPQRSTUHI89J 2519 K?*,/ALM 66.05%;%+=-./034H%+?h|*ux*1-6 y3 2400 K?x“3 1100 K?;q2r%+h”i*mh”-.0d,*efgh”-.0M;

2、q3r%+.*“d03;l%+no.*h”*%+no.*h”*-Cefg#$-Cefg#$%+t7-*Cefg#$JH%+t7-*Cefg#$JH|7d;|7d;%+DCefg#$*H#$u yu uuxy*t(_=*7_*h”H#$uIuuxS|V;%+Hh”%+Hh”J(_u(_dH#$efg*_yJ(_u(_dH#$efg*_yefguefgumh”7_;efguefgumh”7_;5=-.0:*2023()*efg-.0J 24.90%mh”-.0J 42.24%y”-.0J 23.91%_h”-.0J8.95%;l Q!*#$%&(*!#$).(Q!*#$%&(*!#$).(_*+_

3、*+_ 1rr2008-2014*Z%+y-7,-!*%+t*Z%+y-7,-!*%+t12hiH.V/;12hiH.V/;01A2*%+3(_ A 4567#$efgh”*8t_9:*J;?!*t-f*Z%+?!*t-fV;V;01A2*%+J A HAB*=*GwCuVAT xDE=H*=*8JvFGuHIJuKIxDE(_=#$efgHdhLMNO;3rr2018PQp%+noRh|*S.?!;PQp%+noRh|*S.?!;%+.2018cT*S.HITACHI High-TechuASMI xUV(_ Table_StockNameRptType!#$!#$%688409&%+W/%

4、+X&()%*+,-./&()%*+,-./!#$%2023-09-11 56789:96.24;12?/89:153.77/77.51 ABC8DEB:209.1 FGBC8DEB:46.75 FGBHI8%:22.35 AJK8L9:201.2 FGJK8L9:45.00%+YZX%+Y%+|dH(_#$efgEzUV(_%+|dH(_#$efgEzUV(_ElmHElmH20%;%+|dH(_#$efgUVElm 2020 J 160?*UV(_ElmH 22%;SEMI H 2030(_Elm 1,400?*0j*%+VWh”UVElm0 2030 z 300;l%+-X*0no,-%

5、+-X*0no,-%+;HZ1Q-HI*0#$%+;HZ1Q-HI*0#$uyux(_#$efg-uyux(_#$efg-“”H|;“”H|;2023()*%+no.S|yh*3|fgh*_yh*12”H|;l%+2023-2025H/30.69/40.39?;BI89J 2.63/3.78/5.15?*F EPS J 1.26?/1.81?/2.46?*i*PE J 76/53/39 *6*3n;l&-zRhSjdA*A47jdm*jdA Table_Profit l WOWO :K?K?/01234/01234 2022A 2023E 2024E 2025E MN5O 1544 2002

6、3069 4039 5OPH8%:83.2%29.6%53.3%31.6%QRSTUVWX 246 263 378 515 VWXPH8%:94.2%7.2%43.6%36.2%YWZ8%:32.7%28.9%31.6%31.0%ROE8%:5.3%5.5%7.3%9.1%B589:1.45 1.26 1.81 2.46 P/E 74.56 76.39 53.20 39.05 P/B 4.87 4.21 3.90 3.55 EV/EBITDA 53.65 40.80 29.85 22.46 _awindbcd/012e BVrQRUkYdUvZuYuY9P9R9PpNrRnPoNlOpPwPi