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Back焦點股》嘉晶：大漲逾半根停板 觸及5日線
焦點股》嘉晶：大漲逾半根停板 觸及5日線
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自由时报2 hours agoBusiness2 min readChinaView translation

焦點股》嘉晶：大漲逾半根停板 觸及5日線

嘉晶溫錦祥徐建華

Quick Look

嘉晶（3016）股價今開低走高，盤中一度大漲超過半根停板，衝上157.5元觸及5日線，上午10時39分仍漲3.34%報154.5元。公司受惠客戶需求暢旺及漲價效益，8月自結稅前淨利達9200萬元，年增91倍，稅後盈餘7400萬元，年增73倍。董事長徐建華表示，第3季各產品線已啟動價格調漲，矽光子相關鍺矽磊晶需求強勁，客戶需求能見度延伸至2028年，預計明年產能可擴至目前3.5至4倍，但仍僅能供應不到50%客戶需求。

AI-generated summary

Why It Matters

嘉晶為台灣磊晶廠商，主要產品包括矽基磊晶與化合物半導體。公司近期受惠於半導體產業景氣回暖及客戶需求增加，同時透過漲價策略提升盈餘。矽光子及鍺矽磊晶為其重點發展產品線，客戶需求能見度長期。

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嘉晶總經理溫錦祥。（資料照）

〔記者林薏茹／台北報導〕磊晶廠嘉晶（3016）今（20）日股價跌深反彈，開低走高，盤中一度大漲超過半根停板，衝上157.5元，觸及5日線，截至上午10時39分，漲幅仍有3.34%、暫報154.5元，成交量5297張。

嘉晶受惠客戶需求暢旺，加上漲價效益發酵，8月自結稅前淨利達到9200萬元，年增91倍，稅後盈餘7400萬元，年增73倍，每股稅後盈餘0.25元。

請繼續往下閱讀...

嘉晶董事長徐建華日前表示，第3季包括矽基磊晶與化合物半導體等產品線，均已啟動價格調漲，隨著漲價效益發酵，下半年營運會優於上半年；其中，矽光子相關鍺矽（Ge/Si）磊晶需求強勁，客戶需求能見度已延伸至2028年，預計明年產能可望擴至目前的3.5至4倍，但仍僅能供應不到50%的客戶需求。

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

  • 嘉晶明年產能將擴至目前的3.5至4倍

    Likely · Within months

  • 嘉晶下半年營運將優於上半年

    Likely · Within months

Open Questions

  • 明年產能擴至3.5至4倍的具體時間點與資本支出規模是多少？
  • 鍺矽磊晶的主要客戶為誰？其訂單結構如何？
  • 漲價效益在未來幾個季度能持續多少？

Related Topics

嘉晶
People溫錦祥徐建華
Places台北
Topics溫錦祥徐建華磊晶鍺矽矽光子股價
This article was originally published by 自由时报.

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