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Back神基股價逆勢走高 受惠國際地緣政治升溫帶動軍工需求
神基股價逆勢走高 受惠國際地緣政治升溫帶動軍工需求
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自由时报1 hour agoBusiness1 min readChinaView translation

神基股價逆勢走高 受惠國際地緣政治升溫帶動軍工需求

神基軍工業務地緣政治

Quick Look

神基（3005）股價今日開低走高，受惠國際局部地緣政治升溫帶動軍工業務需求增加，管理層看好下半年正向展望，預計今年營收成長5%至10%，並積極布局無人機合作及高附加價值汽車機構件業務。

AI-generated summary

Why It Matters

神基為強固型電腦廠商，近年積極布局軍工業務及高附加價值汽車零組件，受惠國際地緣政治局勢影響其軍工訂單需求。

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神基在國際局部地緣政治升溫之下，軍工業務前景備受看好。（資料照）

〔記者方韋傑／台北報導〕強固型電腦廠神基（3005）無懼今日大盤跳水，在國際局部地緣政治升溫之下，軍工業務前景備受看好，加上管理層看公司下半年展望正向，激勵股價開低走高、由黑翻紅，截至上午9時45分暫報117元，漲幅1.3%，成交量1051張。

神基觀察，今年初就能明顯感受到全球國防支出增加帶動相關軍工訂單需求，不只是北約（NATO）、美國，包括中東、東南亞等地區都有增加，對神基而言是很好的機會；公司也已在美國、歐洲等市場尋找當地無人機合作夥伴，由雙方各自提供專業技術並共同測試、整合。

請繼續往下閱讀...

神基看好今年整體營收成長5%至10%，明年也目標延續成長動能，除了無人機之外，神基也拓展高附加價值汽車機構件，新產品加工層次較高，單價可較既有汽車零組件提高3至5倍，預計今年第四季開始量產，明年相關業務有機會能夠進一步開花結果。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 神基今年營收將成長5%至10%

    Likely · Within months

  • 神基高附加價值汽車機構件將於今年第四季開始量產

    Likely · Within months

Open Questions

  • 神基與美國、歐洲無人機合作夥伴的具體進度為何？
  • 高附加價值汽車機構件的目標客戶群體為誰？
  • 神基軍工業務的毛利率水準是多少？

Related Topics

神基
People方韋傑
Places台北美國歐洲中東
Topics軍工業務地緣政治無人機汽車機構件營收成長
This article was originally published by 自由时报.

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