
PCB暨半導體設備廠大量(3167)公告9月自結獲利單月稅後淨利3.52億元,年增542.87%,每股稅後盈餘3.82元。受惠高階CCD背鑽機出貨大增及訂單能見度達2027年,今日股價逆勢大漲7.29%,重回千元之上,暫報1030元。
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大量為PCB暨半導體設備廠,受惠半導體設備與PCB高階CCD背鑽機出貨大增,近期營收連七個月創新高,客戶提早預約產能,訂單能見度達2027年。
大量9月獲利大增,今日股價大漲重回千元大關。(取自官網)
〔記者卓怡君/台北報導〕PCB暨半導體設備廠大量(3167)受惠半導體設備與PCB高階CCD背鑽機出貨大增,今年獲利跳增,大量昨日公告9月自結獲利,單月稅後淨利3.52億元,年增率高達542.87%,每股稅後盈餘3.82元,台股今日重挫,大量在獲利大幅成長的利多支撐下,股價逆勢走揚,盤中一度逼近漲停。
大量近期股價創高,攻上千元俱樂部,因台股拉回,一度失守千元大關,今日攻勢再起,早盤重回千元之上,截至9:31分左右,大量股價大漲7.29%,暫報1030元,成交量逾4376張。
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由於PCB板厚度大增,鑽孔時間增加,背鑽機需求大增,大量高階CCD背鑽機訂單滿手,大量營收連七個月創下新高,客戶提早預約產能,訂單能見度直達2027年,同時半導體業務接單亦強勁,法人看好大量今年營收、獲利有機會翻倍成長。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
大量今年營收、獲利有機會翻倍成長
Possible · Within months

Legislator Chung Jia-bin pointed out that the operating profit rate of Taiwan's AI industry is 3.5 times that of other industries, but employees account for only 7% of the population, and high salaries have not driven the median. He proposed the establishment of an AI national growth fund to encourage the AI industry to engage the public through the issuance of corporate bonds or special shares. Ye Jun-hsien, chairman of the National Development Council, promised to discuss it and emphasized that the issuance of special shares by enterprises requires a board of directors resolution. He also revealed that the development regulations for small, medium and micro enterprises will be implemented, and it is expected to increase 100 billion yuan in funding to assist small, medium and micro enterprises in their transformation within eight years.

After forcing China to accept restrictions on automobile exports, the EU began to consider follow-up actions in industries such as chemicals and machinery. People familiar with the matter revealed that Germany will urge the implementation of similar restrictions on Chinese imports. Brussels pointed out that products such as furniture and motorcycles have been severely affected by Chinese imports. EU Economic Affairs Commissioner Dumb Rovsky said the trade imbalance was not limited to the auto industry, and the agreement reached last week was seen as a well-thought-out concession. But Chinese state media warned that if the EU "played new tricks" it would take action in response, and EU leaders will meet on Thursday to discuss next steps, a move that would jeopardize the broader goal of avoiding a trade war.

Musk warned that although the demand for AI data centers is strong, successful financing does not mean that companies can build and operate complex systems. Actual implementation faces three major challenges: power, cooling, and network systems. Even SpaceX has a top team and finds the project extremely challenging.

Wiwynn (6669) was slashed by 1,034 contracts by "Yaochi Golden Mother" 00981A yesterday. Today, the stock price hit the lower limit of 1,905 yuan, with a trading volume of 7,284 contracts. There are still 2,179 lower limit price commissioned sell orders that have not been completed. Foreign investors bought more than 1,088 lots yesterday and ended their four-day selling streak, but investment trusts sold more than 1,591 lots, self-operated dealers sold more than 152 lots, and the three major legal persons sold a total of 655 lots. The company announced yesterday that it will join hands with Ayar Labs and Creative Electronics to demonstrate the integrated computing system and real-time telemetry monitoring for the first time at the 2026 OCP Global Summit.

Affected by doubts about interest rate hikes caused by higher-than-expected inflation data in the United States in September, Taiwan stocks plunged 1,630 points on Thursday, the 10th largest drop in history. TSMC led nearly 1,500 listed electronics stocks in a plunge. Asian stocks plummeted across the board, Korean stocks triggered a circuit breaker, and Japanese stocks plunged more than 3,200 points.
At the press conference of the State Council Information Office, the General Administration of Customs announced that my country's import and export of goods trade in the first three quarters of this year was 39.94 trillion yuan, a year-on-year increase of 18.8%, the fastest growth rate in the same period in the past five years. Qingdao Port has seen an increase in container liner berthing on the US West and US East routes, and its exports are mainly industrial products such as mechanical and electrical products. Zhejiang Cixi heater company is fully loaded with orders, and customers from Germany, Spain and other countries have placed additional orders. Exports increased by 16.4%, imports increased by 22.3%, and imports grew 5.9 percentage points faster than exports. The equipment manufacturing industry contributed nearly 90% to the export increase, and the export of green products grew significantly. Imported storage components increased by 1.5 times, and integrated circuits increased by 56.6%. Trade with more than 180 countries and regions around the world has increased, and imports and exports from free trade partners have increased by 30%. Wang Jun said that the development of foreign trade can be summarized as "fast, new, high-quality and good", and there will still be a stable growth foundation throughout the year.