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闪迪营收（亿美元）及增速
闪迪营收（亿美元）及增速
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半导体行业深度跟踪：存储现货价格高位趋稳设备材料等业绩趋势向好-260408（86页）.pdf
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闪迪营收（亿美元）及增速
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行业数据
2026-05-13
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约翰迪尔2026财年Q1农机营收情况
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行业数据
2026-03-11
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2018~2025H1安踏集团其他品牌营收增速（主要是迪桑特、可
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行业数据
2025-11-21
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雅迪控股营收及增速情况
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行业数据
2025-09-08
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2020-2024年美迪凯AR/MR光学零部件精密加工服务营收（万元）及增速
fCDlubTku70gfCDmlLblhaXvvIjkuIflhYPvvIkgfCBZT1kgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLXwtLS0tLS18CnwgMjAyMCB8IDEwMCAgICAgICAgfCAtICAgIHwKfCAyMDIxIHwgMzAwICAgICAgICB8IC0gICAgfAp8IDIwMjIgfCA5MDAgICAgICAgIHwgLSAgICB8CnwgMjAyMyB8IDEwMDAgICAgICAgfCAtICAgIHwKfCAyMDI0IHwgMTcwMCAgICAgICB8IC0gICAgfAoK6LWE5paZ5p2l5rqQ77yad2luZO+8jOawkeeUn+ivgeWIuOeglOeptumZog==
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行业数据
2025-06-12
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阿迪营收增速在2019年后走弱
fCDlubTku70gfCDokKXmlLblop7pgJ8gfAp8LS0tLS0tfC0tLS0tLS0tfAp8IDIwMTcgfCAxNSUgICAgfAp8IDIwMTggfCA1JSAgICAgfAp8IDIwMTkgfCAxMCUgICAgfAp8IDIwMjAgfCAtMTUlICAgfAp8IDIwMjEgfCAxNSUgICAgfAp8IDIwMjIgfCA1JSAgICAgfAp8IDIwMjMgfCAtMTAlICAgfAp8IDIwMjQgfCAxMCUgICAgfAoK6LWE5paZ5p2l5rqQ77yaaUZpbmTvvIzlm73ph5Hor4HliLjnoJTnqbbmiYA=
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行业数据
2025-04-17
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2020~2024年安踏集团其他品牌营收增速（主要是迪桑特、可
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行业数据
2025-04-02
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迪安诊断营收规模及同比增速
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行业数据
2025-01-22
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2020-2023年美迪凯AR/MR光学零部件精密加工服务营收（万元）及增速
fCDlubTku70gfCDokKXkuJrmlLblhaXvvIjkuIflhYPvvIkgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDIwIHwgMjAwICAgICAgICAgICAgICB8CnwgMjAyMSB8IDQwMCAgICAgICAgICAgICAgfAp8IDIwMjIgfCA5MDAgICAgICAgICAgICAgIHwKfCAyMDIzIHwgMTAwMCAgICAgICAgICAgICB8CgoqKllvWSDlop7pgJ/vvJoqKgotIDIwMjHlubTvvJo1MC4wMCUKLSAyMDIy5bm077yaMTI1LjAwJQotIDIwMjPlubTvvJoxMS4xMSUKCui1hOaWmeadpea6kO+8mmlGaW5kLCDmsJHnlJ/or4HliLjnoJTnqbbpmaI=
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行业数据
2024-10-15
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对比国内厂商营收表现，爱迪特成长最快（亿人民币）
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行业数据
2024-08-05
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约翰迪尔2019-2023年营收、归母净利润情况
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行业数据
2024-08-05
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科迪华种子业务2023营收规达到95亿美元息税净利润率2019以来由14%提升至2023的22%
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其它
2024-06-25
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2023科迪华玉米种子营收达到64亿元，2018至今2023
fCDlubTku70gfCDnp5Hov6rljY7njonnsbPnp43lrZDkuJrliqHokKXmlLbvvIjkur/nvo7lhYPvvIkgfCDnp5Hov6rljY7njonnsbPnp43lrZDkuJrliqHokKXmlLbljaDnp43lrZDmlLblhaXmr5TkvovvvIjlj7PovbTvvIkgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tfAp8IDIwMTggfCA1MCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCA2MCUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMTkgfCA1MCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCA2MCUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjAgfCA1MCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCA2MCUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjEgfCA1NSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCA2MCUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjIgfCA1NSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCA2MCUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjMgfCA2NCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCA2NSUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaQmxvb21iZXJn77yM6ZW/5rGf6K+B5Yi456CU56m25omA
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其它
2024-06-25
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爱柯迪年营收（亿元）及增速
fCDlubTku70gfCDokKXmlLbvvIjkur/lhYPvvIkgfCBZT1kgfAp8LS0tLS0tfC0tLS0tLS0tLS18LS0tLS0tfAp8IDIwMTggfCAyNS4xICAgICB8ICAgICAgfAp8IDIwMTkgfCAyNi4zICAgICB8ICAgICAgfAp8IDIwMjAgfCAyNS45ICAgICB8ICAgICAgfAp8IDIwMjEgfCAzMi4xICAgICB8ICAgICAgfAp8IDIwMjIgfCA0Mi43ICAgICB8ICAgICAgfAp8IDIwMjNRMS1RMyB8IDQyLjQgICAgIHwgICAgICB8CgrotYTmlpnmnaXmupDvvJppRmluZO+8jOS/oei+vuivgeWIuOeglOWPkeS4reW/gw==
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其它
2024-04-02
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存储原厂收入受 26Q1 价格环比增长影响维持高速增长态势。①三星：25Q4 营收与利润创历史新高，HBM 与 DRAM 市场需求强劲，整体产品提价进一步助推营收呈加速增长态势；②海力士：25Q4 营收与净利润均创历史新高。目前客户更愿意签订多年合同，且并非简单的采购意向，但受产能限制，公司难以满足所有客户的需求；③美光：26Q1 营收 238.6 亿美元，同比+196%/环比+75%，大超此前指引（183-191 亿美元）。26Q2 指引营收预计为 335±7.5 亿美元，中值同比+260%/环比+40%。公司已签订首份五年期 SCA；④南亚科：3 月营收为181.70 亿新台币，同比+560.04%/环比+16.42%。26Q1 营收达 490.87 新台币，同比+582.91%，创下历史单季新高。南亚科此前公布私募将引进 4 家国际大厂，包括铠侠、闪迪、SK 海力士旗下 NAND 厂 Solidigm 与思科，而铠侠、闪迪、Solidigm、Cisco 持股分别为 2%、4%、2%与 2%。⑤闪迪：26Q1 预计营收 44-48亿美元，中值同比+171%/环比+52%，预计 26Q1 供应短缺将更为严重。
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半导体行业深度跟踪：存储现货价格高位趋稳设备材料等业绩趋势向好-260408（86页）.pdf
2026年半导体行业报告：存储涨价延续，算力需求旺盛，设备国产化加速
半导体行业深度跟踪：存储现货价格高位趋稳设备材料等业绩趋势向好-260408
海外三大原厂资本支出及产品进展
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2026-05-13
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