电子行业2023年三季报总结：电子基本面逐渐好转，23Q3业绩边际改善

   1   2023Q3 31 3 3185.611.8% 23Q1 23Q3 7 23Q25.7pct21Q2 16 2.6%2.3%1.6%23Q3 +307.5%+144.7%LED ifind ifind ifind 21073+9.0%740-16.8%23Q3 7873 +12.8%+30.6%331+17.3% A 7 +54.4% ifind ifind 23Q3 16.5% 23Q3 +2.5pct+2.4pct4.5%+0.8pct+0.8pct 3.2 84 ifindifind 1A23Q3+45.9% -10.9%SIA23Q31347 23Q3 capexIC23Q3 23Q3 10 -54.4% 292+37.0% 23Q3 1.0pct PCB 2 23Q3 PCB +5.3%-8.1% 3 7.0pct 5.0pctLED 1.5pct 4 23Q3 +6.6%+3.8% 5.8pct5.4pct6.7pct ODM 23Q3 23Q3 3.0 +10.7% -0.1%23Q3 +86%+87% PC IDC 23Q3 PC 6820 -7.6% AI+ 4.4% 11.6% 11.4% 12.5% 41.6% 26.9% 9.4% -8.3% -6.9% -12.6% -1.9% -1.9% -6.7% -4.8% 12.8% 40.6% 63.8% 47.5% 74.9% 66.7% 75.9% 65.5% 53.5% 72.0% 39.3% 73.2% 35.2% 53.8% 24.8% 115.1% 47.4% 115.5% 114.2% 111.0% 155.8% 83.0% 49.0% 53.9% 64.6% 27.1% 25.2% -6.0% -12.7% -10.8% 15.6% 15.3% 16.1% 0.9% 17.9% 27.0% 28.0% 33.9% 29.2% 31.5% 19.2% -17.0% -27.2% -42.9% -39.0% 7.7% -8.9% 9.4% 16.8% 70.4% 98.6% 77.4% 53.6% 141.8% 166.0% 141.3% 665.7% 367.1% 302.2% 318.3% 28.9% 16.6% 8.3% 23.4% 25.5% 48.8% 57.9% 29.4% 10.3% 9.8% 7.1% 0.7% 0.4% -33.2% -32.5% 37.0% 50.8% 17.6% 24.4% 7.3% 59.3% 46.3% -4.9% 18.7% -0.1% -23.6% -17.4% -13.8% -24.1% 11.7% 222.9% - - - - - - - - - - 32.0% 12.0% -12.3% 10.7% -59.8% -26.5% -9.0% 2.6% 27.7% 37.0% 53.9% 62.3% -76.0% -70.4% -78.3% -80.3% 4.2% 3.8% 13.5% 15.3% 30.3% 50.1% 6.1% 21.6% 46.1% 20.8% 31.6% 15.0% 12.9% 6.3% -1.3% -8.0% -8.5% -7.9% 3.6% 37.5% 29.3% 23.9% -11.3% 83.3% 63.1% 56.5% 19.5% 2.4% -16.8% -20.6% -14.2% -16.9% 0.9% 11.5% -5.1% 14.5% -0.1% -12.5% -7.4% -48.9% -42.6% -18.2% -9.0% 7.9% 1.2% -14.5% -21.8% 1.4% 30.4% -21.1% -7.2% -2.5% 7.4% 46.9% 39.4% 31.2% -14.4% -20.4% -29.4% -40.1% -15.6% -11.3% 2.3% 14.1% 10.7% 19.8% 14.3% 20.9% 33.8% 12.5% 10.2% 12.1% 19.7% 23.5% 21.9% 1.2% -3.1% -11.2% 0.8% -23.8% -9.4% 140.2% 219.8% 292.0% 253.3% 4.5% 16.9% 12.8% 12.8% 180.2% 88.1% 91.8% 98.1% 145.6% 3.0% 52.2% 34.6% 24.6% 48.6% 33.9% 27.4% 35.5% 40.2% 13.9% 89.4% -20.4% 1.7% 6.2% 36.4% -4.8% -2.9% 0.8% 15.3% 19.5% 18.0% -63.9% -66.4% -62.4% -56.7% 22.7% -0.3% -6.5% -7.0% 5.5% ifind -11.0% 35.5% 32.8% 34.2% 157.0% 60.6% 33.6% 86.1% -18.9% -36.2% -46.6% -50.2% -56.9% -33.9% 17.3% -32.0% 79.7% 76.3% 225.9% 896.6% 62.4% 120.2% 43.6% 58.1% 107.0% 144.8% 53.4% 96.6% 65.8% 84.9% 42.6% 170.4% 144.5% 149.4% 291.6% 49.7% 72.0% -28.1% 68.5% 16.1% -30.8% -38.8% -46.4% -32.1% 9.4% 扭亏 扭亏 238.9% 172.3% 203.4% 125.4% 72.8% 49.1% 39.4% -39.0% -35.7% -54.9% -92.5% -64.8% -33.9% -30.1% 36.3% 23.2% 扭亏 300.3% 112.7% 163.6% 654.6% 192.0% 155.4% 221.4% -69.0% 37.7% 35.3% 1.8% 701.4% 137.7% 107.5% 825.3% 168.2% 133.5% 153.9% 713.1% 39.0% 32.9% -48.3% 盈转亏 -75.8% -81.3% -54.4% -15.3% -9.6% -1.9% 38.8% 107.0% 95.7% 13.3% -7.2% -6.7% -47.6% -71.4% 盈转亏 盈转亏 -76.2% -24.9% 41.4% -21.5% -43.0% -65.2% -96.3% -1.2% 28.6% 135.5% 扭亏 99.1% 32.8% 44.0% -32.2% -19.9% -36.2% -59.7% -35.8% -31.8% -11.3% 27.3% 23.5% 31.8% -14.2% 30.4% 50.9% 3.4% 43.2% 21.6% 7.6% 7.0% 4.2% 16.0% -25.7% -27.1% -15.5% 盈转亏 -62.2% 457.1% 扭亏 扭亏 1132.9% 121.5% 20.4% -50.3% -94.7% 盈转亏 盈转亏 盈转亏 盈转亏 亏损缩小 扭亏 54.1% 10.0% 盈转亏 71.2% -46.7% -29.8% 亏损扩大 -65.1% 盈转亏 盈转亏 亏损缩小 盈转亏 扭亏 扭亏 -66.2% 369.9% 27.0% 亏损扩大 191.5% -17.0% 17.7% 亏损缩小 -42.1% -21.6% -65.1% 亏损扩大 -51.5% -74.7% -34.0% 2.9% 76.7% 17.9% 91.4% 65.1% -15.7% -5.3% -19.8% -12.2% 17.2% 27.6% -4.5% -18.5% -4.4% -6.0% 扭亏 -173.9% 463.3% 亏损缩小 1208.3% 扭亏 -45.1% 扭亏 -23.6% 80.4% 673.7% 326.7% 220.6% 95.1% 123.3% -27.4% -23.7% 22.7% 盈转亏 56.3% 40.8% 1.9% 扭亏 86.3% 61.4% 65.5% 34.4% -33.6% -34.3% 38.9% -19.2% 25.1% -32.5% 盈转亏 137.2% 31.0% 87.0% 扭亏 -4.8% -13.8% -72.9% -75.3% -69.2% -62.9% -3.9% ifind ifind ifind ifind ifind