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Back華通受惠太空板升級，今日亮燈漲停
華通受惠太空板升級，今日亮燈漲停
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自由时报1 hour agoBusiness2 min readChinaView translation

華通受惠太空板升級，今日亮燈漲停

華通spacex星艦

Quick Look

SpaceX 於 9 月 28 日成功執行星艦第 14 次飛行測試，首次進入地球軌道並部署 26 顆 Starlink V3 衛星。華通作為 SpaceX 最大供應商，受惠於太空板升級，單顆衛星 PCB 用量與價值增加，股價今日開盤不到一小時即漲停鎖死於 248.5 元，委買張數逾 1.6 萬張，成交量逾 4.85 萬張。公司表示衛星客戶需求積極，上半年出貨受原物料供應限制，但供料逐漸改善，下半年將迎來星艦持續發射與 V3 衛星穩定部署，預期將推升營收及獲利。

AI-generated summary

Why It Matters

華通為 SpaceX 最大 PCB 供應商。星艦第 14 次飛行測試於 9 月 28 日成功進入軌道並部署 26 顆 Starlink V3 衛星，V3 衛星在體積、重量與傳輸效能顯著提升，PCB 層數由 18 層以下提高至 20 層以上。

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華通受惠太空板升級，今日亮燈漲停。（公司提供）

〔記者卓怡君／台北報導〕SpaceX（太空探索技術公司）於9月28日執行星艦第14次飛行測試，首度成功進入地球軌道，並順利部署26顆新一代Starlink V3 衛星，PCB廠華通（2313）身為SpaceX最大供應商，將迎來太空板的升級潮，V3衛星在體積、重量與傳輸效能顯著提升，PCB層數由18層以下提高至20層以上，帶動單顆衛星PCB用量與價值增加，華通可望最為受惠，華通今日帶量攻擊，開盤不到一小時就漲停鎖死。

截至12:38分左右，華通緊鎖漲停，漲停價248.5元，漲停委買張數逾1.6萬張，成交量逾4.85萬張。

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華通表示，今年衛星客戶需求積極，第一季因原物料供應交期拉長，使得出貨受限，但近期供料逐漸改善，第二季衛星產品出貨較上季增加，下半年迎來星艦火箭的持續發射與V3衛星的穩定部署，上游材料業者的新產能陸續開出，原物料供應可望漸進改善，全球低軌道衛星產業將進入加速成長期，衛星升級，帶動相關零組件價值提升，低軌道衛星營收規模持續擴大、占比增加，將進一步推升公司營收規模及獲利表現。

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

  • 華通下半年衛星產品出貨將較上季增加

    Likely · Within months

  • 全球低軌道衛星產業將進入加速成長期

    Likely · Within months

Open Questions

  • 華通此次受惠的具體金額是多少？
  • V3 衛星單顆 PCB 價值較前代增加多少？
  • 下半年星艦發射頻率預估為多少次？

Related Topics

華通
People卓怡君
OrganizationsSpaceX
Places台北
Topicsspacex星艦starlink v3pcb太空板衛星
This article was originally published by 自由时报.

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