
台虹(8039)股價曾因PTFE材料可望取代玻纖布的題材而在8月急漲至364元歷史高點,但市場分析指出PTFE僅能部分替代玻纖布,且8月合併營收年月雙減,股價自高點回落逾21%,目前暫報285元,外資近五日大賣1.14萬張。
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台虹為軟性銅箔基板(FCCL)廠商,其PTFE材料曾被市場視為潛在玻纖布替代品,帶動股價在8月急漲至歷史高點364元。
台虹近期股價走弱。(取自官網)
〔記者卓怡君/台北報導〕軟性銅箔基板(FCCL)廠台虹(8039)的PTFE(聚四氟乙烯)材料被市場視為有望取代玻纖布,在此題材發燒下,主力積極拉抬,帶動股價在8月出現一波驚人急漲走勢,一度來到364元,創下掛牌天價,但根據業界分析,PTFE難以完全取代玻纖布,僅可做為部分替代方案,台虹8月合併營收年月雙減,股價繼昨日打到跌停後,今日續弱,從歷史高點拉回已逾21%。
截至10:37分左右,台虹股價下跌3.23%,暫報285元,成交量約2.05萬張,外資近5日合計大賣1.14萬張。
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台虹8月合併營收8.06億元,月減4.78%,年減13.83%,不如市場預期,累積今年前8月合併營收67.65億元,年減0.91%,台虹近年發展高頻高速材料、車用電子及半導體應用市場,因PTFE材料相關題材成為市場矚目焦點,台虹的可對應M9等級銅箔基板的PTFE填料型銅箔基板,目前正在進行客戶驗證與送樣,預計2027年導入量產。
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AI outlook — possibilities, not facts
台虹PTFE填料型銅箔基板將在2027年導入量產
Possible · Within years

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