长江证券：基本面筑牢A股 “独立行情” 根基

yun2026

长江证券：基本面筑牢A股 “独立行情” 根基

大成钢10月营收133.11亿新台币，同比增长44.8%

大成不锈钢工业（2027）10月实现营业收入133.11亿新台币。按月看，9月同一指标为123.97亿新台币，本月环比增长7.37%。按年看，去年10月收入91.93亿新台币，本月较这一基数增加41.18亿新台币，同比增长44.8%。

把观察期扩至1至10月，公司累计收入为1179.07亿新台币，去年前十个月为866.7亿新台币，累计同比增长36.04%。剔除10月后，今年前九个月合计1045.96亿新台币，上年同期为774.77亿新台币。计入10月后，累计同比变动率较前九个月提高了1.04个百分点。

8月该公司收入为123.86亿新台币，9月环比增长0.09%。10月占今年前十个月收入的11.29%，去年同月占当年前十个月的10.61%。截至11月8日，表中13家已披露且可作同比比较的钢铁工业企业，10月营收同比变动率的中位数为41.93%。

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