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Back汽車應用成長最亮眼 鼎基10月營收年增37%
汽車應用成長最亮眼 鼎基10月營收年增37%
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自由时报22 minutes agoBusiness1 min readChinaView translation

汽車應用成長最亮眼 鼎基10月營收年增37%

汽車應用成長最亮眼,高科技膜領導廠鼎基先進材料今日公告10月營收2.87億元

Quick Look

高科技膜領導廠鼎基先進材料公布10月營收2.87億元,月增18.1%、年增37%,累計前10月營收27.62億元,雙雙創下歷史同期新高。其中以汽車應用成長最為突出,第四季營運審慎樂觀。

AI-generated summary

Why It Matters

鼎基先進材料為高科技膜領導廠,主要業務涵蓋汽車、工業、醫療及電子等應用領域。

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汽車應用成長最亮眼,高科技膜領導廠鼎基先進材料(6585) 今日公告10月營收2.87億元、月增18.1%、年增37%,累計前10月營收27.62億元逼近去年全年營收,營收雙雙再寫下歷史同期新高。

針對各產品線10月表現,鼎基指出,汽車應用成長最為突出,其中高階保護膜較上月成長中雙位數、年增翻倍,顯著推升本月營收增長;其次為工業應用,業績年月雙增;而醫療應用受到高基期影響,較上月與去年同期略為疲軟;電子則因配合客戶拉貨時程,業績貢獻有限。

展望第四季,鼎基看好高附加價值核心應用仍是支撐營運表現的重要動能,尤其汽車應用進入傳統出貨旺季,拉貨動能強勁,業績有望呈現季增;醫療應用方面,客戶下單量也逐步回溫,且訂單已排至明年第二季,為後續奠定營運基礎,對第四季審慎樂觀看待。

What to Watch

AI outlook — possibilities, not facts

  • 第四季業績呈現季增

    Likely · Within months

Open Questions

  • 第四季實際毛利率表現如何?
  • 全年營收能否超越去年紀錄?

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