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FY2024Q2Coherent三大业务营收占比
FY2024Q2Coherent三大业务营收占比
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所属报告：
电子行业专题报告：AI专题AI巨轮滚滚向前-240218（65页）.pdf
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2026-08-03
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创想三维分产品营收规模（亿元）
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市场规模
2026-08-03
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图54.2022–2026Q1立邦中国TUB及公司工程墙面漆营收
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行业数据
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图53.2022–2026Q1立邦中国TUC及公司家装墙面漆营收
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行业数据
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2025年公司主要业务营收占比
fCDkuJrliqHnsbvlnosgfCDokKXmlLbljaDmr5QgfAp8LS0tLS0tLS0tfC0tLS0tLS0tLXwKfCDlhrbngrznsr7nhaQgfCA2My44JSB8Cnwg5re354WkIHwgMjAuNSUgfAp8IOWFtuS7liB8IDE1LjclIHwKCioq6LWE5paZ5p2l5rqQ77yaV0lORO+8jOWbveS/oeivgeWIuOe7j+a1jueglOeptuaJgOaVtOeQhioq
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行业数据
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国巨钽电容营收迎来拐点（单位：百万新台币）
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行业数据
2026-07-21
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图28.2021-2025年公司前五大客户营收占比
fCDlubTku70gfCDliY3kupTlpKflrqLmiLfokKXmlLbljaDmr5QgfAp8Oi0tLS06fDotLS0tLS0tLS0tLS0tLS0tLS06fAp8IDIwMjEgfCAzNi43JSAgICAgICAgICAgICAgfAp8IDIwMjIgfCAyNy44JSAgICAgICAgICAgICAgfAp8IDIwMjMgfCAzMS4xJSAgICAgICAgICAgICAgfAp8IDIwMjQgfCAyNy45JSAgICAgICAgICAgICAgfAp8IDIwMjUgfCAyOS4xJSAgICAgICAgICAgICAgfAoKKirotYTmlpnmnaXmupDvvJrlhazlj7jlhazlkYrvvIzlm73mipXor4HliLjor4HliLjnoJTnqbbmiYAqKg==
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行业数据
2026-07-21
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图9.2025年宝立食品分地区营收占比
fCDlnLDljLogfCDokKXmlLbljaDmr5TvvIgl77yJIHwKfDotLS0tOnw6LS0tLS0tLS0tLS0tOnwKfCDljY7kuJwgfCDnuqYgNzcuNSB8Cnwg5Y2O5Y2XIHwg57qmIDcuMiB8Cnwg5Y2O5YyXIHwg57qmIDUuOCB8Cnwg5Y2O5LitIHwg57qmIDQuMiB8Cnwg5Lic5YyXIHwg57qmIDIuOCB8Cnwg6KW/5Y2XIHwg57qmIDEuNSB8Cnwg6KW/5YyXIHwg57qmIDAuNyB8Cnwg5aKD5aSWIHwg57qmIDAuMyB8CgoqKui1hOaWmeadpea6kO+8mioqIGlGaW5E77yM5YWs5Y+45YWs5ZGK77yM5Zu95oqV6K+B5Yi46K+B5Yi456CU56m25omA
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行业数据
2026-07-21
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2026Q1公司营收同比+32.89%
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行业数据
2026-07-21
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南旋控股FY2017-2026各业务营收及同比
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行业数据
2026-07-21
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图10.宝立食品分销售模式营收占比
fCDlubTku70gfCDnm7TplIDljaDmr5QgfCDpnZ7nm7TplIDljaDmr5QgfAp8IDotLS0gfCA6LS0tIHwgOi0tLSB8CnwgMjAxOeW5tCB8IDg2LjUlIHwgMTMuNSUgfAp8IDIwMjDlubQgfCA4Ni4wJSB8IDE0LjAlIHwKfCAyMDIx5bm0IHwgODUuMCUgfCAxNS4wJSB8CnwgMjAyMuW5tCB8IDgzLjUlIHwgMTYuNSUgfAp8IDIwMjPlubQgfCA4Mi41JSB8IDE3LjUlIHwKfCAyMDI05bm0IHwgODMuMiUgfCAxNi44JSB8CnwgMjAyNeW5tCB8IDg0LjglIHwgMTUuMiUgfAoKKirotYTmlpnmnaXmupDvvJoqKiBpRmluRO+8jOWFrOWPuOWFrOWRiu+8jOWbveaKleivgeWIuOivgeWIuOeglOeptuaJgA==
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商业模式
2026-07-21
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2026-2028年公司各业务营收预测（亿元）
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行业数据
2026-07-21
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图18.2013-2025年公司广告宣传费及占营收比重（亿
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行业数据
2026-07-21
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2023-2025财年SpaceX营收持续增长（亿
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行业数据
2026-07-20
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全球存储芯片市场营收规模（IDC预测）
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市场规模
2026-07-20
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最新数据
开源模型参数规模在今年4月开始突破
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市场规模
2026-08-03
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不同任务中，推理模式相比普通模式的token消耗倍数范围
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商业模式
2026-08-03
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全球专业开发者规模（百万人）
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市场规模
2026-08-03
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中国汽车出口政策由规模导向转向高质量发展
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政策法规
2026-08-03
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营收四年CAGR近39%，8000亿规模持续创新高
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市场规模
2026-08-03
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Coherent：AI驱动 800G环比持续高增，1.6T有望于 2025年商业化 Coherent FY24Q2收入环比增长超预期，AI/ML产品需求强劲。FY2024Q2 Coherent实现收入 11.31 亿美元，高于指引中值，yoy-17.45%，qoq+7.41%；毛利润 3.51亿美元，yoy-14.60%，qoq+14.33%。分部门看，激光器部门收入 3.54 亿美元，yoy-6.60%，qoq+5.36%；网络部门收入 5.24亿美元，yoy-13.96%，qoq+10.78%；材料部门收入 2.54亿美元，yoy-33.51%，qoq+3.67%。受益于人工智能的蓬勃发展， AI/ML 相关数据收发器连续第三季获得强劲订单，800G 产品季度收入突破1 亿美元，环比增长超 100%，800G 出货量持续强劲增长，FY2024 年公司预计超过 50% 的数据通信收发器收入将来自人工智能相关应用，2025 年向 1.6T 产品商业化发展前进以顺应 AI发展，公司数据通信收发器龙头地位稳定。
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