白酒板块核心标的2025年营业收入&归母净利一致预期及变动-行业数据

白酒板块核心标的2025年营业收入&归母净利一致预期及变动
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第1页
<p><strong>中国集成电路产业人才现状</strong></p><p>据《中国集成电路产业人才白皮书(2019-2020 年版)》内容,当前,我国的集成电路行业从业人员的结构正在发生较大的变化,人才结构逐渐的形成设计业和制造业 “前中端重”、封装测试业“后端轻”的趋势。</p><p>据相关预测,到2022年前后,我国集成电路行业设计业人才将会达到27.04万人,<a href="https://www.sgpjbg.com/baogao/19092.html" target="_blank"><strong>制造业</strong></a>将会达到26.43万人,封装测试将会达到20.98万人。</p><p>未来,人才需求也是会照此发展,除此之外,从2019年到2020年调研企业发布的人才需求来看,设计业企业的人才需求量排在了第一的位置,占到了调研企业人才需求量的81.80%,在这当中,EDA/IP企业的人才需求量占到了调研总量的1.72%。</p><p>制造业受到了产能增长的影响,对于人才的需求也是比较的旺盛的,占到了需求总量的7.23%。</p><p style="text-align: center;"><img src="https://www.sgpjbg.com/FileUpload/ueditor_s/upload/2021-6/23/6376005477258964922892374.png" title="中国集成电路产业人才现状" alt="中国集成电路产业人才现状"/></p><p>但是调研的封装测试企业的人才需求量表现的比较一般,仅仅占到了调研需求总量的4.80%。</p><p>除此之外,半导体设备和材料企业的人才需求量比较的平稳,占到了人才需求总量的6.17%,在这当中,半导体设备业的人才需求量占比为4.71%,材料业的占比为1.27%。</p><p>就当前的从业人员的人才结构分析来看,我国高端人才尤其是领军人才比较的缺乏,除此之外,复合型人才、国际型创新人才和应用型人才也是比较的紧缺。</p><p>集成电路是知识密集型行业,对于从业人员的学历要求比较的高,从我国当前的从业人员的学历分布来看,本科及以上的从业人员占比为79.45%。</p><p>在这当中,本科为43.21%,硕士为31.65%,博士及以上为4.6%,大专及以下学历的从业人员占比为20.55%(主要是产业工人),可以看出,当前,我国集成电路行业的从业人员的整体水平还是比较的高的。</p><p>2019年5月份到2020年4月份调研数据显示,集成电路企业对本科学历人才的需求量的占比有比较明显的上升,较2018年5月份到2019年的4月份提高了6.37%,需要从业人员具备硕士以上学历占比为13.83%。</p><p>就目前来说,随着行业工艺水平和自动化程度的提升,对应聘者学历要求在大专以及以下需求占比从2018年5月到2019年4月的15.72%下降到了13.39%。</p><p>就当前来说,我国集成电路人才较为缺失,行业人才“缺口”已经逐渐成为制约中国集成电路产业发展的重要因素,只有国内建立起良好的人才环境之时,我国集成电路人才数量才有可能真正爆发,并实现量变到质变的飞跃。</p><p><strong>集成电路扶持政策</strong></p><p>当前我国各各地都相继推出了集成电路产业的扶持政策,下面是2020年我国重点城市集成电路行业相关政策:</p><p>1、全国《商务部等8部门关于推动服务外包加快转型升级的指导意见》,将企业开展<a href="https://www.sgpjbg.com/info/22989.html" target="_blank"><strong>云计算</strong></a>、基础软件、集成电路设计、<a href="https://www.sgpjbg.com/info/22646.html" target="_blank"><strong>区块链</strong></a>等信
白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第2页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第7页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第8页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第9页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第10页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第11页
白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第12页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第13页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第14页
白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第15页
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<p><strong>中国集成电路产业人才现状</strong></p><p>据《中国集成电路产业人才白皮书(2019-2020 年版)》内容,当前,我国的集成电路行业从业人员的结构正在发生较大的变化,人才结构逐渐的形成设计业和制造业 “前中端重”、封装测试业“后端轻”的趋势。</p><p>据相关预测,到2022年前后,我国集成电路行业设计业人才将会达到27.04万人,<a href="https://www.sgpjbg.com/baogao/19092.html" target="_blank"><strong>制造业</strong></a>将会达到26.43万人,封装测试将会达到20.98万人。</p><p>未来,人才需求也是会照此发展,除此之外,从2019年到2020年调研企业发布的人才需求来看,设计业企业的人才需求量排在了第一的位置,占到了调研企业人才需求量的81.80%,在这当中,EDA/IP企业的人才需求量占到了调研总量的1.72%。</p><p>制造业受到了产能增长的影响,对于人才的需求也是比较的旺盛的,占到了需求总量的7.23%。</p><p style="text-align: center;"><img src="https://www.sgpjbg.com/FileUpload/ueditor_s/upload/2021-6/23/6376005477258964922892374.png" title="中国集成电路产业人才现状" alt="中国集成电路产业人才现状"/></p><p>但是调研的封装测试企业的人才需求量表现的比较一般,仅仅占到了调研需求总量的4.80%。</p><p>除此之外,半导体设备和材料企业的人才需求量比较的平稳,占到了人才需求总量的6.17%,在这当中,半导体设备业的人才需求量占比为4.71%,材料业的占比为1.27%。</p><p>就当前的从业人员的人才结构分析来看,我国高端人才尤其是领军人才比较的缺乏,除此之外,复合型人才、国际型创新人才和应用型人才也是比较的紧缺。</p><p>集成电路是知识密集型行业,对于从业人员的学历要求比较的高,从我国当前的从业人员的学历分布来看,本科及以上的从业人员占比为79.45%。</p><p>在这当中,本科为43.21%,硕士为31.65%,博士及以上为4.6%,大专及以下学历的从业人员占比为20.55%(主要是产业工人),可以看出,当前,我国集成电路行业的从业人员的整体水平还是比较的高的。</p><p>2019年5月份到2020年4月份调研数据显示,集成电路企业对本科学历人才的需求量的占比有比较明显的上升,较2018年5月份到2019年的4月份提高了6.37%,需要从业人员具备硕士以上学历占比为13.83%。</p><p>就目前来说,随着行业工艺水平和自动化程度的提升,对应聘者学历要求在大专以及以下需求占比从2018年5月到2019年4月的15.72%下降到了13.39%。</p><p>就当前来说,我国集成电路人才较为缺失,行业人才“缺口”已经逐渐成为制约中国集成电路产业发展的重要因素,只有国内建立起良好的人才环境之时,我国集成电路人才数量才有可能真正爆发,并实现量变到质变的飞跃。</p><p><strong>集成电路扶持政策</strong></p><p>当前我国各各地都相继推出了集成电路产业的扶持政策,下面是2020年我国重点城市集成电路行业相关政策:</p><p>1、全国《商务部等8部门关于推动服务外包加快转型升级的指导意见》,将企业开展<a href="https://www.sgpjbg.com/info/22989.html" target="_blank"><strong>云计算</strong></a>、基础软件、集成电路设计、<a href="https://www.sgpjbg.com/info/22646.html" target="_blank"><strong>区块链</strong></a>等信
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第22页
白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第23页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第24页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第25页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第26页
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白酒板块核心标的2025年营业收入&归母净利一致预期及变动_第27页
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所属报告: 白酒行业研究:表观降速以对渠道舒压梳理阵脚亟待景气复苏-241102(20页).pdf
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