晶圆代工市场酝酿涨价 龙头获大资金加仓
晶圆代工市场酝酿涨价 龙头获大资金加仓八贯披露10月收入,较9月减少1102.6万新台币
公开资讯观测站的10月数据列出,八贯企业(1342)单月营业收入2.88亿新台币,同比增长53.88%。公司去年同月营收为1.87亿新台币。今年9月为2.99亿新台币,10月比9月减少1102.6万新台币。
把观察期扩至1至10月,公司累计收入为31.44亿新台币,去年前十个月为22.87亿新台币,累计同比增长37.5%。剔除10月后,今年前九个月合计28.56亿新台币,上年同期为21亿新台币。计入10月后,累计同比变动率较前九个月提高了1.46个百分点。公司说明,主要系军工及其他的客户强劲拉货及医疗、户外产品热销使得客户增加出货所致。
8月该公司收入为3.07亿新台币,9月环比下降2.6%。10月占今年前十个月收入的9.16%,去年同月占当年前十个月的8.19%。截至11月8日,表中10家已披露且可作同比比较的其他企业,10月营收同比变动率的中位数为1.35%。
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