1、2022 1 6010 2022 2022 2 202 202 2022 3 2022 4 . . . . . . . . . . 2022 5 202 1 1 202 1 2 31 Technovator International LimitedHK1206 Neo- Neon Holdings LimitedHK1868 NUCTECH/ CNKI Naga UK TopCo AI Artificial Inteligence AI 2022 6 20 CT X 10 PC Personal C omputer IDC Internet Data Center INTERNET Rese
2、arch And Markets BOT BuildOperateTransferBOT Omdia IT CRC NG ECAC ECAC European Civil Aviation Conference 4ECAC ECACECAC 2022 7 LED X CT X CT WETAN R10 X IT CPU / / / 2022 8 TSINGHUA TONGFANG CO., LTD THTF A 29 01082398 0108239765 6010 1A30 1A29 1083 htp:/ 6010 htp:/ 1A29 A 6 010 2022 9 136B 48 2021
3、825 20212 31 ( ) 2022 2021 (%) 2020 23,761,348,56.75 28,456,349,58.50 - 16.50 25,907,048,214.04 23,679,186,691.38 28,364,984,374.9 - 16.52 25,814,841,320.69 - 71,528,57.57 - 1,878,763,357.41 102,507,49.92 - 1,052,798,59.30 - 2,17,461,10.02 - 474,795,043.33 47,756,748.39 - 61,127,007.51 - 871,02,20.7
4、1 202 2021 % 2020 14,903,871,972.05 15,903,502,653.85 - 6.29 16,085,726,627.2 54,135,152,832.26 61,785,402,632.71 - 12.38 62,327,74,580.79 3,350,297,713.0 3,350,297,713.0 0.0 2,963,898,951.0 ( ) 202 2021 2020 2022 10 (%) - 0.2303 - 0.6075 0.0346 - 0.2303 - 0.6075 0.0346 - 0.3142 - 0.7041 - 0.1602 %
5、- 5.01 - 12.25 7.24 0.63 % - 6.83 - 14.20 7.37 - 2.93 - 7.72 1 1.07 ( ) ( ) ( ) 2022 1 - 3 4 - 6 7 - 9 10- 12 3,945,651,807.57 4,696,486,359.16 5,10,646,523.79 10,018,563,876.23 - 50,832,003.75 150,28,211.96 - 42,868,869.32 51,94,083.54 - 383,706,14.01 - 275,319,780.86 - 278,451,549.54 - 15,321,084.
6、89 - 1,981,421,21.96 - 309,065,567.46 142,211,963.02 2,196,031,574.79 2022 11 : : 202 2021 2020 573,341,842.10 25,321,148.35 204,52,789.7 94,727,789.78 121,148,761.45 208,517,845.35 5,408,218.92 6,817,510.32 23,640.0 956,068.06 - 209,616,235.88 210,414,808.50 35,350,021.20 1,571,298.74 - 5,786,192.6
7、0 - 39,879,900.23 - 25,346,320.56 - 7,71,896.15 21,390,932.6 3,582,043.74 3,625,517.79 6,912,026.04 109,868,75.93 34,17,941.20 76,025,463.57 59,347,389.50 14,10,093.53 104,471,826.03 2022 12 281,269,981.73 298,697,752.61 57,302,493.25 1 1 1,617,731,527.30 1,369,38,450.03 - 248,343,07.27 - 254,091,25
8、9.61 1,313,80,379.16 1,105,67,074.57 - 208,13,304.59 2,719,340.94 302,718,531.90 304,202,764.16 1,484,232.26 8,207,918.29 408,431,497.64 - - 408,431,497.64 13,547,764.50 67,469,531.78 73,508,648.6 6,039,16.8 1,571,298.74 3,710,151,467.78 2,852,76,937.42 - 857,384,530.36 - 208,04,937.14 2022 13 20220
9、2 121 3.0% 202 50+ + 2 02 52 1% 27.5% 2 02 X CT2022 14 21 6 1 3 43 3 11 202 50 202 2 37.61 1 7.5- 7.72 1 1.07 20212 02 402022 15 202 PCB 916 2.9% 2.9% 21 18.8202 15.4 5.5% 4.34 8.3%202 PCIDC2023 2023 PC 202 0.1%2023 2023 20 2022 16 CNKI + + + + 2022 17 1 CT X CT CT/ 2022 18 X X CT APAC CIO Review202
10、 2 5G- AIOT 5G AIOTNeosys 202- 2023 3 2022 19 AI 1 IntelAMDAI X86 Intel AMD IDC202202 10 202 PC 2022 20 311 ( ) 1. 23,761,348,56.75 28,456,349,58.50 - 16.50% 18,863,962,731.05 2,891,58,923.32 - 17.59% 14,379,416.59 142,484,047.29 1.3% 2,058,835,292.47 2,091,801,798.5 - 1.58% 1,273,328,984.73 1,351,9
11、18,68.9 - 5.81% 1,093,314,210.53 1,406,275,016.86 - 2.25% 786,683,764.59 1,210,532,250.54 - 35.01% 71,909,017.27 - 68,674,866.26 - 246,898,472.47 - 5,182,563.78 - 212,827,438.60 - 605,565,074.92 - 514,127,417.75 - 729,792,737.57 28,29,63.41 - 1,634,432.60 70,705,562.07 45,325,763.14 5.9% 8,917,194.9
12、2 51,271,954.08 73.42% 94,256,357.62 4,965,36.16 1798.28% 39,028,170.14 - 292,97,915.55 47,756,748.39 - 61,127,007.51 3,016,458,59.89 685,901,046.59 39.78% - 7,625,295,284.23 1,29,35,582.32 - 686.85% 2. 1 2022 21 2 3 4 5 6 7 8 9 1 0 1 1 1 2 1 3 (1). : : 2022 1 - 12 2022 1 - 12 2022 1 - 12 2021 1 - 1
13、2 2021 1 - 12 20211 - 12 51,409.7 323,747.68 36.70% 520,82.5 326,933.95 37.23% - 1.82% - 0.97% - 0.54% 1,106,281.40 959,427.28 13.27% 1,314,165.87 1,13,834.2 13.72% - 15.82% - 15.38% - 0.45% 56,953.43 463,671.24 18.2% 718,694.45 595,494.52 17.14% - 21.1% - 2.14% 1.07% 168,139.74 134,687.04 19.90% 27
14、0,15.43 28,565.95 15.38% - 37.75% - 41.07% 4.51% 35,5.84 13,085.04 63.20% 35,023.16 13,828.49 60.52% 1.52% - 5.38% 2.68% 2,38,340.18 1,894,618.27 20.67% 2,858,81.46 2,298,657.13 19.60% - 16.46% - 17.58% 1.08% 2022 22 - 20,421.51 - 14,801.09 - 2,383.02 - 14,241.38 2,367,918.67 1,879,817.18 20.61% 2,8
15、36,498.4 2,284,415.75 19.46% - 16.52% - 17.71% 1.15% 202 2021 1,859,408.91 78.53% 2,160,81.70 76.18% - 13.95% 508,509.76 21.47% 675,616.74 23.82% - 24.73% 2,367,918.67 10.0% 2,836,498.4 10.0% - 16.52% 1 170 201 1 Omdia 2022 23 CRC TR STAC ECAC X CT 202 + 202 2022 24 S 1 10 2022021 LED 202 1 AI 2022
16、25 202 10 202202 2 1 3 16 2022 26 (2). (3). (4). 2022 1 - 12 2021 1 - 12 323,747.68 17.22% 326,933.95 14.31% - 0.97% 959,427.28 51.04% 1,133,834.22 49.63% - 15.38% 463,671.24 24.67% 595,494.52 26.07% - 22.14% 134,687.04 7.16% 228,565.95 10.01% - 41.07% 13,085.04 0.70% 13,828.49 0.61% - 5.38% 1,894,6
17、18.27 2,298,657.13 - 17.58% - 14,801.09 - 0.79% - 14,241.38 - 0.62% 1,879,817.18 100.00% 2,284,415.75 100.00% - 17.71% (5). (6). (7). A. 384,801.72 1 6.19% 0 0 % 50% 5 B. 458,092.34 24.28% 0 0 % 50% 5 2022 27 3. 2,058,835,292.47 8.6% 2,091,801,798.5 7.35% 1,273,328,984.73 5.36% 1,351,918,68.9 4.75%
18、1,093,314,210.53 4.60% 1,406,275,016.86 4.94% 786,683,764.59 3.31% 1,210,532,250.54 4.25% 5,212,162,252.32 21.94% 6,060,527,754.94 21.30% 4. (1). 760,685,93.26 836,919,65.26 1,597,605,58.52 % 6.72 % 52.39 (2). 3,106 % 27.92 92 841 1 , 914 238 21 30 30 1,041 30- 40 30 40 1 , 394 2022 28 40- 50 40 50
19、52 50- 60 50 60 12 60 7 (3). (4). 5. 2022 1 - 12 2021 1 - 12 47,756,748.39 - 61,127,007.51 658,83,755.90 3,016,458,59.89 685,901,046.59 2,30,57,53.30 -7,625,295,284.23 1,29,35,582.32 -8,924,650,86.5 () -7,381,257,919.5 15,25,748.05 -7,396,513,67.60 0.16% - 1.96% 2.12 ( ) - 7.72 ( ) 1. 2022 29 2022 1
20、2 31 2021 12 31 54,135,152,832.26 100.00% 61,785,402,632.71 100.00% - 12.38% 6,805,918,719.05 12.57% 11,036,029,943.24 17.86% - 38.33% 89,318,921.71 0.16% 154,824,189.32 0.25% - 42.31% 1,683,332,550.57 3.11% 987,943,821.52 1.60% 70.39% 1,697,865,265.25 3.14% 1,108,914,268.23 1.79% 53.11% 0.00 0.00%
21、408,431,497.64 0.66% - 100.00% 609,081,552.13 1.13% 1,738,328,938.26 2.81% - 64.96% 50,483,697.49 0.09% 76,096,350.88 0.12% - 33.66% 1,063,509,428.34 1.96% 2,714,267,432.55 4.39% - 60.82% 18,063,458.78 0.03% 41,016,766.14 0.07% - 55.96% 4,232,813,505.49 7.82% 6,903,854,103.56 11.17% - 38.69% 115,428
22、,260.43 0.21% 230,580,621.55 0.37% - 49.94% 0.00 0.00% 6,029,518,082.19 9.76% - 100.00% 41,481,184.82 0.08% 230,694,616.78 0.37% - 82.02% - 1,233,252,647.42 - 2.28% - 1,186,346,492.06 - 1.92% 1,401,552.09 0.00% 298,232.54 0.00% 369.95% 407,120,601.87 0.75% 1,121,995,821.55 1.82% - 63.71% 63.12% 67.0
23、6% 1 2 3 4 5 6 7 8 9 1 0 1 1 1 2 1 3 1 4 2022 30 1 5 2. (1) 1,149,539,710.37 2 0.60 % (2) 3. 4. ( ) )2022 31 ( ) (%) 28,030,39.52 - 202,103.48 28,232,503.0 - 0.72 1. 2022 32 ()/ 1 012 18,50 71.25% 2 2112 43,184.21 10.0% 3 Resucess Investments Limited 04 3 2,0 10.0% 4 Technovator International Limite
24、d(HK1206) 05 5 78,219.2 36.60% 5 01 23,358 10.0% 6 04 3 150,00 10.0% 7 2112 34 ,27.14 10.0% 8 0 6 2679.09 10.0% 9 06 9 50,40 10.0% 10 05 1 53,50 10.0% 1 9 5 47,014 10.0% 12 910 204,694.12 10.0% 13 (60590) 96 3 85,286.9750 19.62% 2022 33 14 03 4 240,00 50.0% 1202 4 28 10% 2202 4 26 TongFang Asia Paci
25、fic (R&D Center) Pte Ltd. 10 % 58% 80% 10 % 86.67% 90%2679.09202 4 19 202 150 160 3160 2679.09 2358 5040 3427.14 43184.21 2. 3. 2022 34 1,071,838,307.31 1,617,731,527.30 1,369,388,450.03 - 248,343,077.27 - 254,091,259.61 1,499,017,673.08 1,313,800,379.16 1,105,667,074.57 - 208,133,304.59 22,719,340.
26、94 265,500,000.00 302,718,531.90 304,202,764.16 1,484,232.26 8,207,918.29 2022 35 000938 539,633,323.68 1,281,151,972.00 -187,266,852.80 5,606,792.00 1,093,885,119.20 601138 299,993,220.00 259,689,120.00 - 59,693,640.00 10,893,000.00 199,995,480.00 600831 171,136,920.96 58,269,391.68 - 2,918,176.32
27、282,404.16 55,351,215.36 01093 18,438,811.39 12,631,331.33 - 89,695.74 13,360,460.74 01530 8,836,696.97 1,594,320.01 588,556.21 2,224,242.31 420008 A 1,000,000.00 1,226,144.86 - 62,253.49 1,163,891.37 601169 36,678.17 446,761.68 - 13,080.86 433,680.82 1,039,075,651.17 1,615,009,041.56 -249,455,143.0
28、0 16,782,196.16 1,366,414,089.80 870488 806,728,070.57 523,949,796.20 - 31,228,795.80 -314,007,070.17 20,819,197.20 492,721,000.40 688559 11,927,292.79 174,255,872.70 24,667,036.33 207,680,705.77 01312 229,140,405.23 20,591,849.37 - 1,748,893.22 -211,358,315.90 20,667,759.45 1,047,795,768.59 718,797
29、,518.27 - 8,310,652.69 -525,365,386.07 207,680,705.77 20,819,197.20 513,388,759.85 / / 2,086,871,419.76 / 2,333,806,559.83 -257,765,795.69 -525,365,386.07 207,680,705.77 37,601,393.36 1,879,802,849.65 / 2022 36 4. ( ) 1 202 4 28 10% 191,2019,850 21,050 202 5 19 2021 10% 202- 026 2021 202- 030 202 6
30、30 10% 2 02- 032 202 6 16 15.296 2 2 02 8 292022 37 50%( ) 2021 12 31 289,549 1,224,295 934,746 32.83% 50% 612,147.50 2 02 9 1 5 202- 043 202 2 02- 047 2 02 1 1 8 2 02- 054 50% 2 02 1 2 28 2 02- 06250% 57.6 ( ) 1 ( 201219 18,50 71.25%/ / X WEKNOW APAC CIO Review202WETAN R102022 38 2 2021122 20,010%
31、20222021EMC4%20 3 Technovator International Limited(HK 1206) Technovator International Limited(2055 2011027782,192,18936.60% 10Techcon SOM 4 ( ) 2022 39 ( ) ( 10 10% 5 19 7 8 10% 6 204 3 4 15 10% H80- T3 A50P L820- G3 7 2010 12 8 80 100% PlusUmi Pro 3IT2021 X E G7 8 Neo- Neon Holdings Limited (HK 18
32、68) 2022 40 Neo- Neon Holdings Limited (HK18682068 2,094,465,41764.81% LED 9 ( 2075 23, 257,416.2526.32% 511,409.77 36.70% 476,729.53 30,813.28 1,171,930.67 64,620.33 20.09% 33,665.24 2,245.07 124,019.42 173,824.90 17.79% 298,032.37 7,788.21 528,980.42 125,089.11 43.83% 191,684.12 6,069.65 280,980.24 46,438.81 40.31% 42,429.22 2,939.12 96,911.02 401,971.81 7.53% 122,536.03 -9,933.72 407,655.83 545,451.19 7.22% 43,739.79 -10,413.24 194,825.55 92,774.93 39.10% 145,226.86 4,085.74 170,422.06 1,194,078.49 41.30% 2,381,099.71 41,232.19 31,286,546.01 202 1 202
