
網通廠中磊第三季合併營收達218.3億元,年增48%,寫下單季營收新高紀錄。前三季累計營收已超越去年全年。
網通廠中磊公布第三季財報,合併營收218.3億元創新高,毛利率、營業利益率與淨利率「三率三升」,EPS 1.75元。累計前三季營收已超越去年全年表現。
AI-generated summary
網通廠中磊受惠於AI應用與寬頻基礎設備需求升級,推升近期營運增長。
中磊第三季3率3升,EPS 1.75元。圖為董事長王煒。(記者王憶紅攝)
網通廠中磊第三季合併營收為218.3億元,年增48 %,季增5.9%,創下單季營收新高紀錄。受惠較佳產品組合,毛利率為12.8%,優於上季毛利率12.3%;營業利益率為3.8%,營業利益為8.2億元,年增73%,季增21.3%,稅後淨利為5.3億元,年增77.5%,季增11.2%,EPS 1.75元。中磊第三季毛利率、營業利益率及淨利率皆優於上季表現,繳出「三率三升」佳績,並續寫營收及稅後淨利連續六季成長之紀錄。
中磊前三季累計合併營收為590.9億元,年增率達54.2%,為歷年同期新高紀錄,且已超越去年全年營收540億元,毛利率為12.9%,營業利益為19.9億元,較去年同期成長64.1%,稅後淨利為13億元,年增39.1%,EPS 4.34元。前三季累計營收、稅後淨利及EPS,皆已超越2025年全年表現。
中磊表示,AI人工智慧應用蓬勃發展,致使網路龐大資料流量激增,而新興多元寬頻服務,如影音串流娛樂、智慧物聯網及遠距監控等應用日趨普及,皆加速寬頻基礎設備需求。電信運營商搶搭升級商機,紛紛加速用戶端寬頻設備更新,以進一步擴展營運規模,主力產品如Cable DOCSIS 4.0有線電視上網設備、10G PON光纖設備、5G FWA固網行動接取設備、企業級網通設備及邊緣AI智慧監控設備等,客戶訂單需求強勁。
除原有主力產品外,中磊表示,將積極推出Wi-Fi 8無線高速傳輸、邊緣AI智慧家庭應用、50G PON超高速光纖設備及DAA分散式局端設備等,維持市場競爭力,挹注營收。

The third event "Gathering Overseas Chinese Resources to Support the Creation of the 'Silk Road E-Commerce' Cooperation Pilot Zone" was held in Hongqiao, Shanghai. The event focused on AI empowering companies to go overseas. Through case sharing and expert discussions, the event discussed how to shift from pure sales to branding and localized operations, and leverage the advantages of overseas businessmen resources to help Chinese companies expand overseas markets.

Guangxi Guilin Lijia Metal Co., Ltd. held a completion ceremony for a 16,000-ton copper-based new material production line technical renovation project on the 10th. After reaching capacity, it will become the largest high-end copper alloy tube production base in South China, helping China's copper processing industry to upgrade to quality and technological advantages.

The Chongqing Institute of Quality and Standardization organized the "Chongqing Cars Going Overseas" China-Africa Standards Cooperation Special Dialogue in Beijing, bringing together representatives from 14 African countries and Chinese automobile and motorcycle companies for in-depth exchanges around vehicle access regulations, mutual recognition of standards and collaborative construction of testing capabilities to help China's automobile and motorcycle industry expand into the African market.

In early winter, the camellia oleifera in Xinyang, Henan Province, at the northern foot of China's Dabie Mountains, welcomes flowers and fruits at the same time. The local Camellia oleifera planting area exceeds 1.64 million acres, with an annual output value exceeding 5 billion yuan. Through the development of the entire industry chain and the integration of culture and tourism, the Camellia oleifera industry has become a pillar industry with local characteristics, driving villagers to increase their income and become rich.

Qinkai, a major electronic materials manufacturer, announced that its third-quarter EPS reached 3.44 yuan, and its cumulative EPS for the first three quarters was 8.59 yuan, exceeding last year's 7.05 yuan and setting a record high. In addition, revenue in October was 309 million yuan, an annual increase of 64.02%. The cumulative revenue in the first ten months reached a new high. The legal person estimates that the profit for the whole year will challenge more than one share capital.

Cement duo Taiwan Cement and Asia Cement announced their October revenue. Taiwan Cement's revenue in October was 16.357 billion yuan, an annual increase of 17.83%, mainly due to the growth of its energy and energy storage business and the rebound in volume and price in the Chinese market; Asian Cement's consolidated revenue in October was 5.431 billion yuan, a year-on-year decrease of 6.9%.