ص 4б , ǥ ȭǰ ü 3б ټ ƴ.
KB ڽž 10 Ƹ۽, ѱݸ, ڽƽ 3б ġ ǥߴ. 1 ȭǰ 귣ü Ƹ۽ ŵ δ. OEM/ODM ü ڽƽ ȸ, ѱݸ ġ ü ľǵƴ.
Ƹ۽ & ڽƽ ' '
Ƹ۽ 12457(-11%, ⵿), 923(-45%) ߴ. 13270, 1313 غ 11%, 45% .
3б 鼼 36% ϶, Ƹ(-30%), (-8%), ȭ(-9%), (-4%) ä ϶ ľߴ.
Ƹ۽ 2б װ 17%, 58% , ķ ߱ Ҹ ֿ žҴ(ñ碹 [2Q ] ߱ ް.. ȭǰ&ī ?).
̹ Ʈ "߱ ȸ , 2016 ǹ ִ ߴ ȸ "̶ ߴ.
ڽƽ 3б 2166(+16%), 105(-12%) ߴ. 2248, 122 ϸ 4%, 14% . 12% , ü ͼ ټ ȭƴ.
ڽƽ ؿܿ ȣ ŵ δ. 25% ϸ鼭 ټ ľߴ. , ߱ ȿ ű ֹ 980(+38%) װ 93(+40%) ϸ鼭 ߰, ̱ ε Ը ټ ҵɰŶ ߴ.
ѱݸ, ǰ ȣ
ѱݸ װ 1911(+19%), 181(+17%), 1970 176 ߴ. ռ ü ϸ ȣ ̴.
ѱݸ ̾, ַ '' ̾ ǰ ÿ Ծ 93% ϴ ȭǰ 10% ߴ.
, ȸ ȿ 507(+18%) װ 66(+81%) ŵ ߴ.
3Q ݿ PER?
10 1 48 , Ƹ۽ 26(Ϻ +0.1%), ѱݸ 75600(-0.2%), ڽƽ 127000(ϰ ) ŷǰ ִ.
3б Ͱ ְ Ƹ۽ PER 34.7 2б 31.4 . ݸ, ѱݸ ڽƽ PER 29.4, 44.3 2б 31.4, 45.3 ƴ.
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