
聯茂8月合併營收50.4億元,月增6.2%,年增97.9%,創歷史新高。股價近期曾因投信與外資賣超回檔17.6%,今日早盤台股重挫時聯茂開低後出現低接買盤,成交量放大,股價逆勢翻紅,截至9:38分上漲3.08%暫報535元,成交量逾7568張,已超越昨日全天成交量。
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聯茂為銅箔基板(CCL)廠商,8月合併營收50.4億元,月增6.2%,年增97.9%,創歷史新高,主要受終端客戶需求強勁及產品漲價效應逐步顯現帶動。
聯茂今日股價逆勢走強。(記者卓怡君攝)
〔記者卓怡君/台北報導〕銅箔基板(CCL)廠聯茂(6213)8月合併營收創下歷史新高,近期股價漲多遭逢投信與外資大舉賣超,回檔修正,從8月27日歷史新高599元一度拉回高達17.6%,摜破月線,走勢相對大盤疲弱,隨著投信賣超減緩,今日早盤台股重挫,聯茂開低後出現低接買盤,成交量放大,股價逆勢翻紅,重新站回月線。
截至9:38分左右,聯茂股價上漲3.08%,暫報535元,成交量逾7568張,已超越昨日全天成交量6926張。
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聯茂8月合併營收50.4億元,月增6.2%,年增97.9%,主要因終端客戶需求強勁,產品漲價效應逐步顯現,法人預估聯茂第3季與第4季營收將分別季增25%、12%,由於原物料仍持續漲價,目前聯茂M4以下佔產品比重約70%,將持續受惠低階產品漲價,在原物料成本上升及高階產品需求持續提升的背景下,CCL廠商後續仍有機會針對中低階產品持續調整價格,未來需觀察聯茂高階產品導入進度及漲價延續性。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
聯茂第3季營收將季增25%
Likely · Within months
聯茂第4季營收將季增12%
Likely · Within months

Micron announced the largest bonus in its history for fiscal year 2026, which will be distributed to more than 60,000 employees around the world. Employees at the Taiwan factory who joined the company before August 29 last year will receive a thank-you bonus of NT$1 million each, as well as an annual performance bonus and stock compensation of up to 500% of the basic target. The average overall salary is NT$3.4 million.

The arbitration dispute between Liwei, a subsidiary of Weixun, and Ascion continued. The U.S. Federal District Court for the Eastern District of Michigan ruled twice on July 23 and July 30, confirming that the arbitration judgment was only made against Liwei and did not include Weixun in the scope of confirmation and execution. The Bank of China Law Firm appointed by Wei Xun stated that Ascion's external statement that Wei Xun was jointly and severally liable for compensation was inconsistent with the actual content of the judgment, and it would appoint a lawyer to study the legal liability and take legal action as appropriate.

Apple’s prices for new iPhones this year have generally increased. The foldable model iPhone Duo starts at 74,900 yuan, and the top version is close to 120,000 yuan. The price of the iPhone 18 Pro series has also increased simultaneously. Netizens posted the "iPhone Financial Rating Table" on Threads to compare model replacements with economic conditions, sparking resonance and discussion. The 2026 salary PR value in Taiwan from the Accounting and Accountancy Office of the Executive Yuan shows that the median monthly salary is 39,283 yuan, which is lower than the starting price of the iPhone 18 Pro of 44,900 yuan, highlighting the rising threshold for replacement.
The China Federation of Logistics and Purchasing released the China E-commerce Logistics Index in August at 111.5 points, an increase of 0.3 points from the previous month. Both the supply side and the demand side have improved. Key indicators such as inventory turnover rate and logistics timeliness have rebounded. Seasonal changes in summer and autumn have boosted demand. The total e-commerce logistics business volume and rural business volume have continued to grow at a year-on-year rate of more than 20%.

Volkswagen and Toyota offered average discounts of 23.4% on internal combustion engine vehicles in China last month, slightly down from 23.7% in July, as EV sales reached a record 65.2% market share amid declining overall auto sales, according to CPCA data.

Enflame Technology, a Shanghai-based AI chipmaker backed by Tencent Holdings, saw its share price surge 188% on its Shanghai trading debut, reaching a market capitalization of 176.4 billion yuan ($26.3 billion). The company opened at 410 yuan, up from its issue price of 142.18 yuan, after raising 6.12 billion yuan by selling 43.04 million shares. The performance highlights strong investor demand for domestic AI chip champions in China, as Enflame becomes the last of the country’s 'four little dragons' in the sector to go public.