20230227_万联证券_电子行业证券研究报告：基金重仓维持超配半导体领域受机构青睐_12页.pdf
Table_RightTitle|Table_Title Table_IndustryRank()Table_ReportType Table_ReportDate 2023 02 27 Table_Summary 2022 Q4 2022 Q4 SW 2022 Q4 SW 8.19%3.75pct 0.14pct 1.84%2.61pct 0.05pct SW Q4 2022 Q4 SW 52.21%11 2022 Q4 SW 80%4 SW/2022 Q4 SW 5 10 20 37.98%58.81%75.70%2021 Q4 0.14/1.03/3.10pct 20 75%2022 Q4 Table_Chart 300 Table_ReportList MLCC AI Table_Authors:S0270520050001 075583228231-40%-35%-30%-25%-20%-15%-10%-5%0%5%电子 沪深300 3621 Table_Pagehead|2 11$start$1.3 2.4 2.1.4 2.2.5 2.3.5 2.4/.6 2.5.8 2.6.9 3.10 4.10 1:.3 2:PE TTM.3 3:SW 2013-2022/.4 4:SW 18-22 Q2/.4 5:2022 Q4.5 6:22 Q4.5 7:22 Q4.6 8:.6 9:22 Q4.7 10:4.7 11:22 Q4.8 12:4.8 13:22Q1-22Q4/A.9 14:22Q1-22Q4/.9 15:5 5 10 20.10 WUFUxOqNmPpOqOmPsPoRqR8OcM8OmOpPoMtQkPoOpNjMtRwO8OpOnNMYsQnQNZnNqM Table_Pagehead|3 11 1 SW 2022 12 30 3486.70 2022 9 30 1.94%SW 2022 Q4 SW 2022 9 30 393.23/2022 12 30 352.25/10.42%SW 12 2022 Q4 SW 1:iFind 2022 Q4 SW 2022 12 30 SW PE TTM 32.38 45.29 39.87%2:PE TTM iFind Table_Pagehead|4 11 2 2023 2 21 2022 2021 2023 2 21 iFinD 2022 Q4 2.1 SW SW 2022 Q4 6.35%2022 Q4 SW 8.19%3.75pct 0.14pct 1.84%2.61pct 0.05pct SW Q4 3:SW 2013-2022/iFind SW 2022 Q4 2022 Q4 SW 2.35%2.40pct 5 2018 Q4 1.40%4:SW 18-22 Q2/iFind Table_Pagehead|5 11 2.2 2022 Q4 SW 52.21%11 SW 2022 Q4 SW 224 52.21%31 11 5:2022 Q4 iFind 2.3 2022 Q4 SW 80%2022 Q4 6:22 Q4()%1 002049.SZ 2,506,785.80 369 2-8.46 2 002475.SZ 2,376,902.98 580 1 7.99 3 300661.SZ 1,747,132.26 148 7 22.51 4 002180.SZ 1,485,304.55 189 4 20.25 5 688981.SH 1,440,894.79 105 10 8.89 6 002371.SZ 1,208,001.26 205 3-19.07 7 688008.SH 1,204,244.28 157 6 19.63 8 603986.SH 1,107,134.36 166 5 9.30 9 688012.SH 919,477.15 82 13-9.14 10 600703.SH 803,036.61 43 27-1.83 iFind 2022 Q4 SW 580 8 Q4 Table_Pagehead|6 11 7:22 Q4%1 002475.SZ 580 2,376,902.98 2 7.99 2 002049.SZ 369 2,506,785.80 1-8.46 3 002371.SZ 205 1,208,001.26 6-19.07 4 002180.SZ 189 1,485,304.55 4 20.25 5 603986.SH 166 1,107,134.36 8 9.30 6 688008.SH 157 1,204,244.28 7 19.63 7 300661.SZ 148 1,747,132.26 3 22.51 8 002384.SZ 120 377,539.81 17 6.83 9 300408.SZ 109 430,452.36 16 17.93 10 688981.SH 105 1,440,894.79 5 8.89 iFind 4 SW 4 4 TOP3 2022 Q2 3 4 4 8:22Q1 22Q2 22Q3 22Q4 1 2 3 4 5 6 7 8 9 10 iFind 2.4/2022 Q4 SW 2022 Q4 SW 2022 Q4 Table_Pagehead|7 11 9:22 Q4%1 688008.SH 878,639.67 7 13,194.92 83 19.63 2 002180.SZ 387,356.77 4 3,179.19 36 20.25 3 300661.SZ 340,708.36 3 139.28 54 22.51 4 002475.SZ 328,289.98 2 5,182.37 80 7.99 5 688981.SH 323,026.51 5 5,435.29 15 8.89 6 688036.SH 275,888.68 14 2,641.36 24 36.73 7 300782.SZ 257,941.42 11 1,401.07 62 29.28 8 603986.SH 152,192.26 8 618.42 42 9.30 9 300408.SZ 152,142.27 16 3,328.89 59 17.93 10 688536.SH 131,034.65 15 266.08 19 18.08 iFind 4 SW 4 SW 7 2022 Q3-34 4 SW 10:4 22Q1 22Q2 22Q3 22Q4 1 2 3 4 5 6 7 8 9 10 iFind 2022 Q4 SW 2022 Q4 SW 2022 Q4 Q4 36.49%Table_Pagehead|8 11 11:22 Q4%1 002371.SZ-876,691.29 6-2,126.37-176-19.07 2 002049.SZ-512,853.87 1-1,952.99-81-8.46 3 002241.SZ-318,064.58 52-10,974.49-99-36.49 4 688041.SH-242,698.16 61-3,819.13-40-31.79 5 300666.SZ-205,527.90 30-1,609.55-49-24.93 6 300604.SZ-190,431.31 21-2,000.35-51-21.82 7 002409.SZ-173,730.12 36-2,397.09-50-18.08 8 688072.SH-146,618.61 34-334.23-41-27.39 9 688019.SH-146,406.60 51-473.21-18-30.76 10 688120.SH-107,834.31 48-235.02-33-32.40 iFind 4 2022 Q4 SW 4 7 2022 Q1 Q2 2022 Q3 2022 Q4 12:4 22Q1 22Q2 22Q3 22Q4 1 2 3 4 5 6 7 8 9 10 iFind 2.5 A A/2022 Q4 2022 Q3 0.11pct Table_Pagehead|9 11 13:22Q1-22Q4/A iFind SW SW/2022 Q4 27.18%0.64pct 22 Q3 2022 Q4 4 14:22Q1-22Q4/iFind 2.6 5 5 10 20 2022 Q4 SW 5 10 20 37.98%58.81%75.70%2021 Q4 0.14/1.03/3.10pct 2022 Q3 5 1.73pct 10 20 1.71/3.85pct 10 55%60%20 75%Table_Pagehead|10 11 15:5 5 10 20 iFind 3 2022 Q4 4 Table_Pagehead|11 11$end$Table_InudstryRankInfo 6 10 6 10-10 6 10 Table_StockRankInfo 6 15 6 5 15 6-5 5 6 5 300 Table_RiskInfo Table_PromiseInfo Tale_ReliefInfo,Table_AdressInfo 1528 28 2007 11 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
