创新研报｜2024年电子行业深度报告
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创新研报｜2024年电子行业深度报告
Tan Bin
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华为麒麟9000s芯片发布，消费电子行业可望复苏，FPC、HDI和SLP等高端PCB需求将稳步增长。大陆 PCB 厂商逐渐占据更大份额，相关标的包括胜宏科技、东山精密等。
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