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Back焦點股》國喬：9月營收噴出、外資大買 直奔漲停
焦點股》國喬：9月營收噴出、外資大買 直奔漲停
BREAKING
自由时报2 hours agoBusiness2 min readChinaView translation

焦點股》國喬：9月營收噴出、外資大買 直奔漲停

國喬營收外資

Quick Look

塑膠股國喬公告9月營收41.55億元，月增74.5%、年增96.81%，創新高。外資連續三日買超逾2萬張，帶動股價開盤即漲停至16.65元。公司8月與AWI合作進軍半導體材料市場，但上半年仍虧損1.68元每股。

AI-generated summary

Why It Matters

國喬為台灣塑膠大廠，主要生產SM及ABS塑化產品。今年8月與日本AWI合作投資宏廣新技，進軍半導體特殊氣體市場。上半年因景氣遲緩曾錄得虧損，但9月營收爆發式成長顯示需求回暖。

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〔記者張慧雯／台北報導〕塑膠股國喬（1312）上週四公告9月營收41.55億元、月增74.5%、年增96.81%，由於營收表現亮麗，再加上外資連續三日買超共逾2萬張，今日國喬股價開盤後直奔漲停16.65元，截至9:21分為止，漲停委買張數近2.7萬張，成交量超過2.3萬張。

國喬是台灣SM及ABS塑化產品大廠，今年8月宣布攜手AWI拓展台灣半導體材料市場，共同入股特殊氣體製造商宏廣新技，AWI長期深耕日本工業氣體市場，產品及服務範圍多元，並持續拓展海外及電子相關事業，積極布局包括台灣在內的國際市場。觀察國喬基本面，9月營收寫下新高紀錄，累計1-9月營收超過208億元、年增率達三成；不過，上半年仍呈現虧損，每股虧損達1.68元。

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觀察三大法人動向，外資連續三日買超共逾2萬張，自營商連續4日賣超共4722張，上週四主力買超5385張，買超券商以美商高盛、摩根大通為主；法人分析，從籌碼來看，外資與特定主力在相對低檔的價位持續收攏籌碼態度積極，後續可持續觀察買盤的連續性，以及籌碼是否持續走向集中。

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What to Watch

AI outlook — possibilities, not facts

  • 國喬股價在短期內將維持震盪整理，若外資買超持續則有望挑戰更高價位

    Possible · Within weeks

Open Questions

  • 9月營收成長是否可持續？
  • 外資買超是基於什麼樣的基本面預期？
  • 與AWI的合作具體將如何貢獻營收？

Related Topics

國喬
People張慧雯
OrganizationsAWI宏廣新技高盛
Places台北台灣日本
Topics營收外資漲停半導體材料AWI宏廣新技
This article was originally published by 自由时报.

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