瑞信银行（Credit Suisse）：亚太地区-中国电子元件报告-PCB领头羊在5G和数据通信周期中崛起（英文版）（62页）.pdf

1、 China Components Sector PCB leaders rise on 5G and Datacom cycle Electronic Components Source: Company data, IBES estimates for not covered companies, Credit Suisse estimates for covered stocks. Yufeng Shen of Credit Suisse Founder Securities Limited (CSFS) provided administrative and other support

2、 in the preparation of this research report that do not require a licence. CSFS is a Sino-Foreign joint venture between Founder Securities Co., Ltd. and Credit Suisse AG. CSFS is not licensed to provide investment advisory service by the China Securities Regulatory Commission in the Peoples Republic

3、 of China. P/B(x)ROE(%)Div yld 20E21E22E19-22E20E21E22E21E21E21E PCB (Printed Circuit Board) SCC002916.SZN12.5194.6184.056%33.025.910.022.651.240.737.011.431.1%0.8% Avary Holding002938.SZNC17.0-51.54n/a11.224.020.118.336.629.524.64.715.9%1.0% Wus 002463.SZNC6.6-26.89n/a29.224.319.624.329.824.020.16.

4、025.1%1.1% Dongshan Precision 002384.SZNC7.3-31.72n/a124.328.616.849.932.325.221.54.417.6%0.8% Kinwong603228.SSNC4.7-38.27n/a31.526.222.326.629.523.419.24.318.5%1.3% Fastprint002436.SZNC3.3-15.61n/a28.936.932.532.861.744.933.96.915.4%n/a Victory Giant300476.SZNC2.8-25.52n/a26.131.339.732.234.026.018

5、.64.617.6%1.4% Suntak 002815.SZNC3.0-23.99n/a42.931.4-6.020.828.221.518.06.530.1%1.3% Average - A-share40.928.619.428.437.929.424.16.121.4%1.1% TTMTTMI.ONC1.2-11.67n/a-38.478.623.710.816.79.98.00.87.8%n/a Unimicron3037.TWN2.648.052.20-8%37.715.2n/an/a17.515.2n/a1.510.4%3.3% Tripod3044.TWN2.1105.0116

6、.50-10%-9.016.7n/an/a11.19.6n/a1.516.8%6.6% NYPCB8046.TWN1.760.079.00-24%462.4-3.4n/an/a29.430.5n/a1.65.4%1.3% Zhen Ding Tech4958.TWNC3.7-135.00n/a6.116.62.18.113.411.411.01.412.4%3.9% Compeq2313.TWNC1.8-45.50n/a28.018.518.421.511.19.47.91.617.5%4.1% ISU007660.KSNC0.1-4,025.00n/a-107.2213.615.9n/a19