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Back精確8月營收11.37億元 年增逾100% 創單月新高
精確8月營收11.37億元 年增逾100% 創單月新高
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自由时报1 hour agoBusiness1 min readChinaView translation

精確8月營收11.37億元 年增逾100% 創單月新高

Quick Look

電池盒廠精確(3162)8月合併營收11.37億元,年增101.19%,創單月營收歷史新高,受惠於歐洲及中國廠產能提升及新能源車電池盒、自動化設備及AI液冷散熱三大成長主軸,股價早盤強漲逾5%。

AI-generated summary

Why It Matters

精確為電池盒製造廠商,主要客戶包括福斯汽車及現代汽車等國際車廠,近年佈局新能源車零件及AI散熱產品。

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電池盒廠精確(3162)8月合併營收11.37億元,年增101.19%,改寫單月營收歷史新高紀錄,今天早盤股價一度強漲逾5%,截至9:47分,股價暫報73.1元、上漲3.5元、成交量731張。

精確累計1至8月達65.44億元,較去年同期成長33.42%,其中福斯汽車(Volkswagen)及現代汽車(Hyundai)相關訂單持續增加,帶動歐洲廠產能利用率及營收明顯提升,成為推升該公司整體營收成長的重要動能。

中國的廣州廠及湖州廠隨著客戶訂單及AI液冷散熱產品穩定出貨,維持良好成長動能。

精確表示,隨著歐洲及中國各廠營運動能持續增溫,精確同時掌握新能源車電池盒、自動化生產設備及AI液冷散熱三大成長主軸,今年營運可望維持成長趨勢。

What to Watch

AI outlook — possibilities, not facts

  • 精確9月營收將維持雙位數成長

    Possible · Within months

Open Questions

  • 精確9月及第四季營收成長能否維持當前勢頭
  • AI液冷散熱產品的市場滲透率及毛利率貢獻程度
  • 歐洲及中國廠產能利用率提升是否具永續性

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