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国内外半导体设备、材料及零部件(子系统)领域企业数量
国内外半导体设备、材料及零部件(子系统)领域企业数量
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所属报告:
宏观经济:“内卷式”竞争:风起何方?潮归何处?-250505(25页).pdf
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市场规模
2026-07-10
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图表39全球半导体测试设备市场规模(亿美元)
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2026-07-10
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图表46全球半导体WAT测试设备市场规模
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2026-07-10
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图表92025年半导体测试设备收入贡献超过电子测量
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2026-07-10
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3)与地产链密切相关的原材料制造业,典型行业是以水泥、玻璃为代表的非金属矿物制品业。2021 年以来,房地产行业进入趋势性下行,导致水泥、玻璃等原材料需求快速衰减。根据最新的投入产出表(2020 年),我们计算了各个行业的完全消耗系数,以此为依据,可以认为非金属矿物制品业是受房地产冲击最严重的原材料行业。房地产部门对非金属矿物制品业的完全消耗系数为 0.1589,表示房地产部门增加一单位产出需要消耗 0.1589 单位的非金属矿物制品,远远高于对黑色金属(0.0972)和有色金属(0.0401)的消耗(见图表 10)。地产需求拖累,叠加行业内产能置换、错峰生产执行力度松动,水泥、玻璃等行业供给过剩的情况明显;加上企业大打“价格战”,水泥、玻璃价格长期下滑。2024 年 12 月水泥熟料的产能利用率仅为 43.4%,较 2020 年以来峰值(83.7%)下降近一半。2024 年以来,中国水泥价格指数始终处于历史较低水平,基本在 2015 年以来的 30%-40%分位点徘徊(如图表 11 所示);2024 年玻璃现货均价为 1463.91 元/吨,较2021 年均价 2488.57 元/吨跌去近一半。
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宏观经济:“内卷式”竞争:风起何方?潮归何处?-250505(25页).pdf
国内外半导体设备、材料及零部件(子系统)领域企业数量
2024年及2021年销售费用绝对值最高的企业TOP15(新能源汽车、锂电龙头企业进榜)
规上制造业企业毛利率-销售费用率(越低表示难度越大)
2024年前三季度,制造业各细分行业上市公司固定资产周转率的历史分位水平
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