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所属报告:
美光科技(MU.US)-美股公司(Micron)深度报告:HBM引领AI浪潮下的存储革命-250906(23页).pdf
打包全文图表
相关数据
18A-25A上市银行营收同比增速与国债利率、ROIC的相关性(剔除上市后第一年业绩)
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行业数据
2026-07-10
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ROIC/国债利率仍处于历史高位
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行业数据
2026-07-01
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2025年公平均ROIC达12.9%
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行业数据
2026-05-15
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ROIC 和 ROCE: 2016年至2025年间,ROIC和ROCE均显示出资源效率的增强趋势
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行业数据
2026-03-11
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2020~2024主要软饮料企业ROIC(%)
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行业数据
2026-03-11
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2005~2024年怪物饮料ROIC(%)
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行业数据
2026-03-11
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各厂商ROIC情况
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行业数据
2026-03-09
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2021年-2025年第三季度美容护理板块平均ROIC情况(单位:%)
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行业数据
2026-03-06
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2017-2025Q3百胜中国ROIC
fCDlubTku70gICAgICAgfCBST0lDICAgfAp8LS0tLS0tLS0tLS0tfC0tLS0tLS0tfAp8IDIwMTcgICAgICAgfCAxNC42JSAgfAp8IDIwMTggICAgICAgfCAyNS4zJSAgfAp8IDIwMTkgICAgICAgfCAyNC4zJSAgfAp8IDIwMjAgICAgICAgfCAxNy4yJSAgfAp8IDIwMjEgICAgICAgfCAxNS4yJSAgfAp8IDIwMjIgICAgICAgfCA2LjglICAgfAp8IDIwMjMgICAgICAgfCAxMy4wJSAgfAp8IDIwMjQgICAgICAgfCAxNC45JSAgfAp8IDIwMjVRMSAtIDMgfCAxOC41JSAgfAoK6LWE5paZ5p2l5rqQ77ya55m+6IOc5Lit5Zu95oub6IKh5Lmm77yMaWZpbmTvvIzopb/pg6jor4HliLjnoJTlj5HkuK3lv4M=
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行业数据
2026-02-02
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新和成与国内化工细分领域龙头企业ROIC水平
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行业数据
2026-01-07
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新和成毛利率、净利率、ROE(加权)和ROIC水平
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行业数据
2026-01-07
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上市银行对公贷款及分行业不良率,2021年以来企业ROIC基本能够覆盖融资成本
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行业数据
2025-12-08
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图表16.南方航空净ROE和ROIC情况
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行业数据
2025-08-25
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图602020财年以来ROIC整体持续上行,体现资本配置效率
fCDml6XmnJ8gfCDmlbDmja4gfAp8LS0tLS0tfC0tLS0tLXwKfCBGMjAxMiB8IDIyLjYlIHwKfCBGMjAxMyB8IDI2LjklIHwKfCBGMjAxNCB8IDI5LjclIHwKfCBGMjAxNSB8IDMwLjQlIHwKfCBGMjAxNiB8IDIwLjUlIHwKfCBGMjAxNyB8IDI1LjAlIHwKfCBGMjAxOCB8IDI3LjIlIHwKfCBGMjAxOSB8IDI5LjklIHwKfCBGMjAyMCB8IDI0LjclIHwKfCBGMjAyMSB8IDI3LjglIHwKfCBGMjAyMiB8IDM1LjclIHwKfCBGMjAyMyB8IDM3LjUlIHwKfCBGMjAyNCB8IDQwLjUlIHwKfCAyMDI1RSB8IDQ3LjQlIHwKfCAyMDI2RSB8IDUwLjAlIHwKfCAyMDI3RSB8IDUxLjYlIHwKCui1hOaWmeadpea6kO+8mlZJU0HlubTmiqUsIEhUSQ==
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行业数据
2025-04-27
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10 年期中位水平彰显公司行业上行期具备可观的结构性盈利。根据QuickFS 比率分析,公司 10 年中位毛利率 34.9%、EBIT 利润率 21.4%、税前利润率 19.3%、FCF 利润率 8.1%;回报侧 ROIC/ROE/ROA 中位分别为13.3%、16.3%、11.4%。公司资本结构温和,彰显老牌 IDM 企业实力雄厚,为下一轮产能与封装投入预留杠杆空间。根据 QuickFS 比率,债务/权益比仅为 0.2x、资产/权益比 1.4x。
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