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Insyde与昆仑太科的营收及ROIC情况
Insyde与昆仑太科的营收及ROIC情况
行业数据
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图片格式:PNG
图片大小:255KB
图片尺寸:1842*1099
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所属报告:
卓易信息-国产固件领军公司政策东风有望打开业绩空间-220829(17页).pdf
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相关数据
18A-25A上市银行营收同比增速与国债利率、ROIC的相关性(剔除上市后第一年业绩)
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行业数据
2026-07-10
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ROIC/国债利率仍处于历史高位
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行业数据
2026-07-01
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2025年公平均ROIC达12.9%
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行业数据
2026-05-15
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ROIC 和 ROCE: 2016年至2025年间,ROIC和ROCE均显示出资源效率的增强趋势
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行业数据
2026-03-11
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2020~2024主要软饮料企业ROIC(%)
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行业数据
2026-03-11
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2005~2024年怪物饮料ROIC(%)
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行业数据
2026-03-11
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各厂商ROIC情况
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行业数据
2026-03-09
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2021年-2025年第三季度美容护理板块平均ROIC情况(单位:%)
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行业数据
2026-03-06
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2017-2025Q3百胜中国ROIC
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行业数据
2026-02-02
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新和成与国内化工细分领域龙头企业ROIC水平
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行业数据
2026-01-07
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新和成毛利率、净利率、ROE(加权)和ROIC水平
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行业数据
2026-01-07
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上市银行对公贷款及分行业不良率,2021年以来企业ROIC基本能够覆盖融资成本
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行业数据
2025-12-08
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公司投入资本回报ROIC情况
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其它
2025-09-08
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图表16.南方航空净ROE和ROIC情况
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行业数据
2025-08-25
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图602020财年以来ROIC整体持续上行,体现资本配置效率
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行业数据
2025-04-27
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最新数据
全球全年龄段奶粉市场规模(亿美元)
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行业数据
2026-07-30
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全球酸奶及发酵乳制品市场规模(亿美元)
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行业数据
2026-07-30
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全球药用级益生菌市场规模(百万美元)
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2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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行业数据
2026-07-30
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全球拥有AKK专利菌株的核心企业
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行业数据
2026-07-30
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值得注意的是,卓易信息的长期回报率有望逐步修复。参考行业可比公司历史数据,Insyde 公司 2021 年的 ROIC 约为 28%,复盘其 2011-2021 年间财务数据可看出其 ROIC受收入规模波动影响较大,表明行业可比公司具有较高的经营杠杆。由于中国台湾公司Insyde 的销售、管理和研发费用率之和约为 60%,而中国内地公司昆仑太科 2021 年销售、管理和研发费用率之和约为 36%,同期 ROIC 约为 52%,不难看出同为内地公司的卓易信息当前 ROIC 有较大修复空间。如果卓易信息的固件业务收入规模扩大或云业务利润率改善,卓易信息的 ROIC 有望进入修复周期。
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卓易信息-国产固件领军公司政策东风有望打开业绩空间-220829(17页).pdf
卓易信息费用预测
卓易信息营收预测
表2020A2021A2022E2023E2024E主要指标2020A2021A2022E2023E2024E
部分算力枢纽节点“十四五”规划目标
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