华安证券尹沿技：科技已具备估值修复和重新定价长期价值的条件

yun2026

华安证券尹沿技：科技已具备估值修复和重新定价长期价值的条件

硅统10月营收5.71亿新台币，同比增长76.37%

硅统科技（2363）10月实现营业收入5.71亿新台币。按月看，9月同一指标为3.98亿新台币，本月环比增长43.33%。按年看，去年10月收入3.24亿新台币，本月较这一基数增加2.47亿新台币，同比增长76.37%。

把观察期扩至1至10月，公司累计收入为40.97亿新台币，去年前十个月为23.24亿新台币，累计同比增长76.33%。剔除10月后，今年前九个月合计35.26亿新台币，上年同期为20亿新台币。计入10月后，累计同比变动率较前九个月提高了0.01个百分点。

8月该公司收入为5.12亿新台币，9月环比下降22.24%。10月占今年前十个月收入的13.94%，去年同月占当年前十个月的13.93%。截至11月8日，表中50家已披露且可作同比比较的半导体业企业，10月营收同比变动率的中位数为29.16%。

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