
樺漢在手訂單持續成長,目前水位超過2550億元,管理層看好將驅動三大事業持續成長,帶動今年營收、毛利、營業利益及淨利皆呈現高成長。股價今日盤中站上400元大關,截至上午9時22分暫報403.5元,漲幅7.89%。公司將從智慧平台數據加值服務轉向實體AI,應用市場涵蓋智慧博彩、零售、電動車、交通、居家、樓宇、資安及半導體等領域,並透過收購德國Kontron公司股份加速深化整合,目標2030年長期股東權益報酬率達到20%,提供股東30%年化總股東報酬率。
AI-generated summary
樺漢為工業電腦大廠,股票代號6414,近年在手訂單持續成長,管理層看好將驅動三大事業持續成長。
樺漢在手訂單持續墊高,目前水位已超過2550億元,管理層看好有利驅動三大事業持續成長。(樺漢提供)
〔記者方韋傑/台北報導〕工業電腦大廠樺漢(6414)在手訂單持續墊高,目前水位已超過2550億元,管理層看好有利驅動三大事業持續成長,帶動今年營收、毛利、營業利益及淨利皆呈現高成長;樺漢今日股價在買盤點火之下,盤中站上400元大關,截至上午9時22分暫報403.5元,漲幅7.89%,成交量1651張。
樺漢表示,2026年起公司進入新一輪發展階段,策略重點將從智慧平台數據加值服務,進一步轉向實體AI,讓AI從數據分析走向生產力提升的實際落地;應用市場則涵蓋智慧博彩、零售、電動車、交通、居家、樓宇、資安及半導體等領域。
請繼續往下閱讀...
樺漢今年完成公開收購德國Kontron公司股份,雙方將加速深化整合,同時透過各大應用場域讓實體人工智慧(Physical AI)落地商業化;樺漢也將從營運、資產運用效率及資本結構管理等面向著手,提升長期股東權益報酬率,目標2030年達到20%,並提供股東30%年化總股東報酬率。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
樺漢將在2030年達成長期股東權益報酬率20%的目標
Possible · Within years
樺漢將透過收購德國Kontron公司股份加速深化整合,並推動實體人工智慧在智慧博彩、零售、電動車、交通、居家、樓宇、資安及半導體等領域落地商業化
Likely · Within years

The stock price of Jinguoguang (6209) suddenly received an influx of buying orders during the session today. It once rose by more than 5%, and rose 2.38% to 81.8 yuan at nearly 11:10. The company benefited from the growth in shipments of infrared thermal lens lenses, and its revenue hit a record high in August. The cumulative revenue in the first eight months increased by nearly 70% year-on-year. Foreign capital has continued to be oversold recently, and investors need to pay attention to subsequent fluctuations.

This year, nine departments jointly launched a special campaign to help small and micro business entities develop the "Spring Rain and Moisten Seedlings". By the end of July, they had responded to more than 29,400 tax and fee appeals, established 127 collaboration mechanisms, and shared 974 million pieces of data. The action emphasizes rapid response, accurate demand capture and stable policy supply, promotes direct access to enterprise-friendly policies and promotes small and medium-sized enterprises to thrive in a fair, transparent and warm ecosystem.

Yuhua Biomedical, a subsidiary of Yanchen Biotechnology, announced its cooperation with QuantHealth of the United States, using its AI clinical trial simulation platform to support the combination of oncology expertise and artificial intelligence, and planning and evaluating clinical development strategies based on evidence. Chairman Huang Zhongyang said that this cooperation represents an important milestone for the company in the integration of new drug research and development and smart medical care.

After Lianjia Investment Holdings (3717) transformed into a holding company, it has been deeply involved in the fields of automotive optoelectronics, AI smart cities, Micro-LED CPO optical communications, military drones and robots. Today, the stock price appeared in advance and the market price limit reached 27.85 yuan. As of 10:25, the trading volume reached 16,400 contracts, and the number of orders to buy at the upper limit price exceeded 6,300. The company's consolidated revenue in August was 505 million yuan, an annual increase of 10.01%. The cumulative revenue in the first eight months was 4.551 billion yuan, an annual increase of 891.25%. The net profit after tax in the first half of the year was 240 million yuan, an annual increase of 403.79%. The after-tax earnings per share were 1.15 yuan, turning a loss into a profit. The shipment of high-margin automotive light sources is driven by the increase in the production of fuel vehicles and HEVs by international automakers. The exchange benefits from the appreciation of the US dollar and the expected mass production of dozens of products by the new plant in Mexico in Q4 are supportive.

The launch of Guangbutun Koi Park, the first development area of Wuhan Innovation Zone, marks the transition of the "Koi Plan" from top-level design to substantial implementation. The park has a total construction area of approximately 93,000 square meters, with a usable area of 42,000 square meters in the first phase, and more than 100 projects in reserve. Through the symbiotic development of urban renewal and scientific and technological innovation, we explore a new Silicon Alley economic model that integrates the three areas of "campus, park, and community" and provide full-chain services for the transformation of scientific and technological achievements.

The Institute of Economics of the Shanghai Academy of Social Sciences released the "Shanghai Economic Development Report (2026): Construction of an International Consumption Center City", pointing out that the integrated development of culture, business, tourism and sports exhibitions is an important way for Shanghai to promote consumption upgrades and cultivate new increments. It is also a key to improving the energy level and core competitiveness of an international consumption center city. The report analyzes that the Shanghai consumer market shows significant characteristics of scale expansion, energy level improvement, circle diffusion, and stratification. However, it faces shortcomings such as insufficient adaptability on the supply side. It recommends upgrading consumer infrastructure, enriching scene supply, optimizing policy tools, promoting the deep integration of cultural, commercial, tourism and sports exhibition institutions, strengthening original IP, strengthening technological empowerment, improving the industrial ecology and international layout, activating inbound consumption potential, accurately matching the needs of key groups, and promoting the coordinated development of the consumer market in the Yangtze River Delta and the wider region.