中金公司刘刚：恒生科技走出颓势 仍需等待两大催化

yun2026

中金公司刘刚：恒生科技走出颓势 仍需等待两大催化

颖崴10月营收同比增长62.62%，环比下降11.51%

颖崴科技（6515）10月实现营业收入11.07亿新台币。按月看，9月同一指标为12.5亿新台币，本月环比下降11.51%。按年看，去年10月收入6.8亿新台币，本月较这一基数增加4.26亿新台币，同比增长62.62%。

把观察期扩至1至10月，公司累计收入为121.67亿新台币，去年前十个月为63.04亿新台币，累计同比增长93%。剔除10月后，今年前九个月合计110.6亿新台币，上年同期为56.24亿新台币。计入10月后，累计同比变动率较前九个月降低了3.68个百分点。

8月该公司收入为17.06亿新台币，9月环比下降26.69%。10月占今年前十个月收入的9.09%，去年同月占当年前十个月的10.79%。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%。

https://v.youku.com/v_show/id_XNjU4Nzc0MzMxNg==.html
https://v.youku.com/v_show/id_XNjU4NzczOTEyOA==.html
https://v.youku.com/v_show/id_XNjU4Nzc0MTk2MA==.html
https://v.youku.com/v_show/id_XNjU4NzczOTA4MA==.html
https://v.youku.com/v_show/id_XNjU4NzczOTA3Ng==.html
https://v.youku.com/v_show/id_XNjU4NzczOTA2OA==.html
https://v.youku.com/v_show/id_XNjU4NzczOTA1Ng==.html
https://v.youku.com/v_show/id_XNjU4Nzc0MTkwMA==.html
https://v.youku.com/v_show/id_XNjU3ODA0MzYwOA==.html
https://v.youku.com/v_show/id_XNjU4Nzc0MTg5Mg==.html
https://v.youku.com/v_show/id_XNjU3ODA0NTAyMA==.html
https://v.youku.com/v_show/id_XNjU3ODA0NTAxNg==.html
https://v.youku.com/v_show/id_XNjU3ODA0MzU2OA==.html
https://v.youku.com/v_show/id_XNjU3ODA0MzU1Ng==.html
https://v.youku.com/v_show/id_XNjU3ODAzOTE4OA==.html
https://v.youku.com/v_show/id_XNjU3ODA0MzUwOA==.html
https://v.youku.com/v_show/id_XNjU3ODA0MzUwNA==.html
https://v.youku.com/v_show/id_XNjU4NzczNzUwOA==.html
https://v.youku.com/v_show/id_XNjU4NzczNzQ4NA==.html
https://v.youku.com/v_show/id_XNjU3ODA0MTk3Mg==.html
https://v.youku.com/v_show/id_XNjU3ODA0MTkyOA==.html
https://v.youku.com/v_show/id_XNjU4NzczNzQyOA==.html
https://v.youku.com/v_show/id_XNjU4NzczNzQxMg==.html
https://v.youku.com/v_show/id_XNjU3ODA0MDYwMA==.html
https://v.youku.com/v_show/id_XNjU4Nzc0MTcyMA==.html
https://v.youku.com/v_show/id_XNjU4NzczODg3Ng==.html
https://v.youku.com/v_show/id_XNjU3ODA0NDg2OA==.html
https://v.youku.com/v_show/id_XNjU4Nzc0MTcxMg==.html
https://v.youku.com/v_show/id_XNjU4Nzc0MTY4MA==.html
https://v.youku.com/v_show/id_XNjU3ODA0NDg0NA==.html
https://v.youku.com/v_show/id_XNjU3ODAzOTAyNA==.html
https://v.youku.com/v_show/id_XNjU4NzczODgyOA==.html
https://v.youku.com/v_show/id_XNjU4NzczODc5Ng==.html
https://v.youku.com/v_show/id_XNjU4NzczODc4OA==.html
https://v.youku.com/v_show/id_XNjU3ODAzODk2OA==.html
https://v.youku.com/v_show/id_XNjU4Nzc0MDI0NA==.html
https://v.youku.com/v_show/id_XNjU3ODA0MTY4NA==.html
https://v.youku.com/v_show/id_XNjU3ODA0MDM4OA==.html
https://v.youku.com/v_show/id_XNjU3ODA0MTY3Ng==.html
https://v.youku.com/v_show/id_XNjU3ODA0MDM0OA==.html
https://v.youku.com/v_show/id_XNjU4NzczNzEwMA==.html
https://v.youku.com/v_show/id_XNjU3ODAzNzMyMA==.html
https://v.youku.com/v_show/id_XNjU4NzczODY0MA==.html
https://v.youku.com/v_show/id_XNjU3ODAzMjcwNA==.html
https://v.youku.com/v_show/id_XNjU3ODAzODgyNA==.html
https://v.youku.com/v_show/id_XNjU3ODAzODgyMA==.html
https://v.youku.com/v_show/id_XNjU4Nzc0MDExNg==.html
https://v.youku.com/v_show/id_XNjU4NzczNzAxMg==.html
https://v.youku.com/v_show/id_XNjU4Nzc0MDA3Ng==.html
https://v.youku.com/v_show/id_XNjU4NzczNjk4OA==.html