¡¡¡¡ÃÀÁªÉ籨µ¼£¬Lazard Capital Markets·ÖÎöʦ5ÔÂ23ÈÕ·¢±íÑо¿±¨¸æÖ¸³ö£¬Êܾ§µç»ý¼«½µ¼Û´ÙÏú¡¢±Ê¼Ç±¾¼ÆËã»ú(NB)LED±³¹âÔ´¿Í»§Öð½¥Á÷ʧµÄÓ°Ï죬·¢¹â¶þ¼«¹Ü(LED)ÉÏÓÎоƬÖÆÔìÉÌCree Inc.Ä¿Ç°ÕýÃæÁÙ²úÆ·¾ù¼ÛÏ»¬¡¢Êг¡¹©¸ø¹ýÊ£µÄ¾½¾³¡£ ¡¡¡¡·ÖÎöʦָ³ö£¬CreeµÄ²úÆ·¾ù¼ÛËäÒòÖÊÁ¿½Ï¼Ñ¶ø¸ßÓÚ¾§µç£¬µ«¸Ã¹«Ë¾È´±ØÐë½µ¼ÛÇóÊÛÒÔÓ¦¸¶Êг¡¾ºÕù×´¿ö£¬Ô¤ÁÏÕ⽫ѹËõCree½üÆÚÄÚµÄëÀûÂÊ¡£Ëû²¢±íʾ£¬µ÷²é·¢ÏÖÆ»¹û(Apple Inc.)¡¢»ªË¶(2357)Óëºê³ž(2353)µÈNB±³¹âÔ´¿Í»§ÕýÖð½¥×ªÏò²úÆ·½ÏΪ±ãÒ˵ÄÈÕ±¾¡¢Ì¨ÍåLED¹©»õÉ̽øÐвɹº¡£ ¡¡¡¡5ÔÂ22ÈÕCreeÊÕÅ̼Û23.26ÃÀÔª£¬´´2007Äê12ÔÂ20ÈÕÒÔÀ´ÊÕÅÌеͣ¬Cree 60ÌìÄڹɼ۵ø·ù´ï23.56%¡£ ¡¡¡¡Cree¹É¼ÛÏÈÇ°ÔøÒò1-3Ô²Ʊ¨Óë4-6Ô²ƲⲻÈçÔ¤ÆÚ³öÏÖÖØ´ì×ßÊÆ¡£¸ù¾Ý¸Ã¹«Ë¾ÓÚ4ÔÂ22ÈÕÅ̺󹫲¼µÄ2008»á¼ÆÄê¶ÈµÚ3¼¾(1-3ÔÂ)²Æ±¨£º±¾ÒµÃ¿¹ÉÓ¯Óà´ï0.14ÃÀÔª£¬µÍÓÚ·͸Éçµ÷²éµÄ0.15ÃÀÔª£»ÓªÊÕÄêÔö38.4%ÖÁ1.25ÒÚÃÀÔª¡£Õ¹Íû±¾¼¾(4-6ÔÂ)£¬CreeÔ¤ÆÚ±¾ÒµÃ¿¹ÉÓ¯Óཫ½éÓÚ0.12-0.14ÃÀÔªÖ®¼ä£¬ÓªÊÕÔ¤¹ÀÔò½«½éÓÚ1.29-1.33ÒÚÃÀÔªÖ®¼ä¡£¸ù¾Ý·͸Éçµ÷²é£¬·ÖÎöʦƽ¾ùÔ¤ÆÚCree±¾¼¾±¾ÒµÃ¿¹ÉÓ¯ÓàΪ0.16ÃÀÔª¡£ |