<p data-pm-slice="0 0 []"><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">以ä¸æ¯2025å¹´9æ9æ¥å¤©é£è¯å¸çç¥æ·±åº¦æ¥åã</span></span></span></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">AIæå¡å¨åå±å©åé«ç«¯éç®å½äº§æ¿ä»£</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ãçæ ¸å¿å 容æ»ç»ï¼</span></span></span></span></p><h3 data-slate-node="element" data-block-id="0QoVzUdtFp" data-dir-key="0QoVzUdtFp"><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">ä¸ãæ ¸å¿ç»è®º</span></span></strong></span></span></h3><ol class="list-paddingleft-1"><li><span data-marker="1."></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">è¡ä¸é»è¾</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ï¼AIæå¡å¨çåï¼å¦è±ä¼è¾¾Rubinå¹³å°ï¼æ¨å¨é«ç«¯PCBéç®éæ±éä»·é½åï¼ </span></span></span></span></li></ol><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">HVLPéç®</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">åå°AIæå¡å¨ç¨éä¸ºä¼ ç»æå¡å¨ç8åï¼ä¸å级è³ç¬¬5代ï¼é å¥PTFEåºæ¿ï¼ã</span></span></span></span></li></ul><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">è½½ä½éç®</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">åçäºå è¿å°è£ ï¼2.5D/3Dï¼ååå¨è¯çéæ±ï¼ICè½½æ¿å¸åºè§æ¨¡é¢è®¡ä»2024å¹´230亿ç¾å å¢è³2037å¹´1003亿ç¾å ã</span></span></span></span></li></ul><ol class="list-paddingleft-1" start="2"><li><span data-marker="2."></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">å½äº§æ¿ä»£æºé</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ï¼ </span></span></span></span></li></ol><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">å ¨çé«ç«¯éç®70%份é¢è¢«æ¥é©åæï¼ä¸äºãå¤æ²³ã索路æï¼ã</span></span></span></span></li></ul><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">å½å ä¼ä¸ï¼éå éç®ãå¾·ç¦ç§æï¼ææ¯çªç ´ï¼è®¢åæ¾éï¼å éåå ¥ä¾åºé¾ã</span></span></span></span></li></ul><hr style="border-style: solid;border-width: 1px 0 0;border-color: rgba(0,0,0,0.1);-webkit-transform-origin: 0 0;-webkit-transform: scale(1, 0.5);transform-origin: 0 0;transform: scale(1, 0.5);" /><p><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-zero-width="z" data-slate-length="0"></span></span></span></p><h3 data-slate-node="element" data-block-id="uC8bWdZcEB" data-dir-key="uC8bWdZcEB"><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">äºãé«ç«¯PCBéç®åç±»ä¸ææ¯ç¹æ§</span></span></strong></span></span></h3><table><tbody><tr style=""><th style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">ç±»å</span></span></strong></span></span></p></th><th style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">æ ¸å¿ç¹ç¹</span></span></strong></span></span></p></th><th style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">åºç¨åºæ¯</span></span></strong></span></span></p></th></tr><tr style=""><td style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">HVLPéç®</span></span></strong></span></span></p></td><td style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">表é¢ç²ç³åº¦â¤0.6μmï¼ä½ä¿¡å·æèï¼è¶è¤æåºä¼åï¼ï¼é«å¹³æ´åº¦ï¼ç稳å®æ§å¼ºã </span></span></span></p></td><td style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">AIæå¡å¨ã5Gåºç«ãé«éæ°æ®ä¸å¿ï¼è±ä¼è¾¾è¯çæ é ï¼</span></span></span></p></td></tr><tr style=""><td style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">è½½ä½éç®</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"></span></span></span></p></td><td style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">å度â¤9μmï¼å¯å¥ç¦»è®¾è®¡ï¼ææ强度é«ï¼è¡¨é¢è½®å»ä½ï¼Rzâ¤1.5μmï¼ã </span></span></span></p></td><td style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ICå°è£ è½½æ¿ãHDIæ¿ãCorelessåºæ¿ </span></span></span></p></td></tr><tr style=""><td style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">RTFéç®</span></span></strong></span></span></p></td><td style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ä½ç²ç³åº¦ï¼æååºæ¿ç»ååï¼ï¼ææ¯è¿ä»£è³ç¬¬5代ã </span></span></span></p></td><td style="max-width: 284.667px;min-width: 284.667px;"><p><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">é«é¶HDIãå°è£ è½½æ¿</span></span></span></p></td></tr></tbody></table><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">ææ¯é¾ç¹</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ï¼</span></span></span></span></p><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">HVLP</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ï¼è®¾å¤ç²¾å¯ï¼è¿å£ä¾èµï¼ãå·¥èºå¤æï¼æ¯ç®ç²ç³åº¦æ§å¶/ç¡ ç·å¶èæ¶è¦ï¼ã认è¯å¨æé¿ï¼å¤´é¨å®¢æ·éªè¯é1-2å¹´ï¼ã</span></span></span></span></li></ul><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">è½½ä½éç®</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ï¼å¥ç¦»å稳å®æ§ï¼è¿é«/è¿ä½å¯¼è´å 工失败ï¼ï¼è¶ èéå±ååæ§å强度æ§å¶ã</span></span></span></span></li></ul><hr style="border-style: solid;border-width: 1px 0 0;border-color: rgba(0,0,0,0.1);-webkit-transform-origin: 0 0;-webkit-transform: scale(1, 0.5);transform-origin: 0 0;transform: scale(1, 0.5);" /><p><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-zero-width="z" data-slate-length="0"></span></span></span></p><h3 data-slate-node="element" data-block-id="FOmlLg_kig" data-dir-key="FOmlLg_kig"><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">ä¸ãå¸åºéæ±ä¸ç«äºæ ¼å±</span></span></strong></span></span></h3><ol class="list-paddingleft-1" start="1"><li><span data-marker="1."></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">éæ±é©±å¨</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ï¼ </span></span></span></span></li></ol><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">AIæå¡å¨éæ±æ¿å¢ï¼HVLP为主ï¼ï¼5Gé«é¢éä¿¡ãå è¿å°è£ ï¼å¯å¥ç¦»éç®ï¼ã</span></span></span></span></li></ul><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">å ¨çHVLPéç®85%ç±æ¥é©ä¸»å¯¼ï¼2021å¹´é©å½å 61%ï¼ï¼è½½ä½éç®90%被ä¸äºåæã</span></span></span></span></li></ul><section style="text-align: center;" nodeleaf=""><img class="rich_pages wxw-img" data-imgfileid="100045538" data-s="300,640" data-type="png" type="block" style="height: auto !important;" data-ratio="0.9518716577540107" data-w="374" data-src="https://mmbiz.qpic.cn/sz_mmbiz_png/VXjHib6YROwmm3ibAe2R1DZgqjlkMI6b9ajWFEiaUmKIPQmfibibkIuUyEHoTuxeaF8lZmRl64L32uDYLr57GpC9RnQ/640?wx_fmt=png&from=appmsg" /></section><p><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-zero-width="n" data-slate-length="0"></span></span></span></p><ol class="list-paddingleft-1" start="2"><li><span data-marker="2."></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">å½äº§åè¿å±</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ï¼ </span></span></span></span></li></ol><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">éå éç®</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ï¼HVLP 1-4代é产ï¼2代为主ï¼ï¼è½½ä½éç®æ ¸å¿ææ¯çªç ´ä¸ã </span></span></span></span></li></ul><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">å·²å¯¼å ¥å¤´é¨CCLååä¾åºé¾ï¼è®¢å饱满ã</span></span></span></span></li></ul><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">å¾·ç¦ç§æ</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ï¼ </span></span></span></span></li></ul><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">æå ¨èµæ¶è´å¢æ£®å ¡éç®ï¼æ¬§æ´²å¯ä¸éæ¥ç³»é¾å¤´ï¼ï¼è·å ¨çåå大é«éè¦éæ¿å®¢æ·è®¤è¯ï¼1家ç¬å®¶ä¾åºï¼ã </span></span></span></span></li></ul><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">HVLP 1-5代ãè½½ä½éç®ï¼1.5μmï¼ææ¯å¯¹æ å½é ï¼2025å¹´ç®æ åºè´§åå¨çº§ã</span></span></span></span></li></ul><ol class="list-paddingleft-1" start="3"><li><span data-marker="3."></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">è¡ä¸é¾å¤´éªè¯</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">ï¼ </span></span></span></span></li></ol><ul class="list-paddingleft-1"><li><span data-marker=""></span><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">ä¸äºéå±</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">é¢æµéç®ä¸å¡ROICä»2024å¹´27%åè³2030å¹´49%ï¼HVLP 25å¹´å¢é93%ï¼25-27å¹´CAGR 13%ï¼ï¼éç¹æ©äº§ä¸å½å°æ¹¾/马æ¥è¥¿äºå·¥åã</span></span></span></span></li></ul><hr style="border-style: solid;border-width: 1px 0 0;border-color: rgba(0,0,0,0.1);-webkit-transform-origin: 0 0;-webkit-transform: scale(1, 0.5);transform-origin: 0 0;transform: scale(1, 0.5);" /><p><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-zero-width="z" data-slate-length="0"></span></span></span></p><h3 data-slate-node="element" data-block-id="kQarSXzFw6" data-dir-key="kQarSXzFw6"><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">åãéç¹å ¬å¸åæ</span></span></strong></span></span></h3><table><tbody><tr style=""><th style="max-width: 213.5px;min-width: 213.5px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">å ¬å¸</span></span></strong></span></span></p></th><th style="max-width: 213.5px;min-width: 213.5px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">ææ¯å¸å±</span></span></strong></span></span></p></th><th style="max-width: 213.5px;min-width: 213.5px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">产ä¸åè¿å±</span></span></strong></span></span></p></th><th style="max-width: 213.5px;min-width: 213.5px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">æ ¸å¿ç«äºå</span></span></strong></span></span></p></th></tr><tr style=""><td style="max-width: 213.5px;min-width: 213.5px;"><p><span data-slate-node="text"><span data-slate-leaf="true"><strong><span data-slate-string="true"><span leaf="">éå éç®</span></span></strong></span></span><span data-slate-node="text"><span data-slate-leaf="true"><span data-slate-string="true"></span></span></span></p></td><td style="max-width: 213.5px;min-width: 213.5px;"><p><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">HVLP 1-4代é产ï¼è½½ä½éç®ç åä¸ã </span></span></span></p></td><td style="max-width: 213.5px;min-width: 213.5px;"><p><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">HVLP 1-3代æ¹éä¾è´§ï¼RTFå½å å¸å ç第ä¸ã </span></span></span></p></td><td style="max-width: 213.5px;min-width: 213.5px;"><p><span data-slate-leaf="true"><span data-slate-string="true"><span leaf="">æç ´æµ·å¤ææ¯å°éï¼å®¢æ·è¦ç头é¨CCLååã 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