
聯嘉投控(3717)集團已建構汽車光電、Mini-LED顯示應用及AI光通訊三大成長引擎,從汽車照明轉型為全球光電科技成長平台。今日股價一度上漲逾6%,墨西哥廠將於年底投產並規劃擴建,同時積極拓展非車燈車用電子與AI資料中心光通訊市場。
AI-generated summary
聯嘉投控為LED車用照明廠商,目前正轉型發展汽車光電、Mini-LED顯示及AI光通訊三項業務,並佈局墨西哥廠以服務北美市場。
LED車用照明廠聯嘉投控(3717)集團已打造3大成長引擎,分別是汽車光電、Mini-LED顯示應用及AI光通訊,將從汽車照明轉型為全球光電科技成長平台,今天股價一度上漲至28.25元,漲幅逾6%(記者楊雅民攝)
〔記者楊雅民/台北報導〕LED車用照明廠聯嘉投控(3717)集團已打造3大成長引擎,分別是汽車光電、Mini-LED顯示應用及AI光通訊,將從汽車照明轉型為全球光電科技成長平台,今天股價一度上漲至28.25元,漲幅逾6%,截至11:13分,股價暫報28.1%,漲幅6.24%,成交量達1萬0741張。
聯嘉投控墨西哥廠將於年底投產,已排定7專案(51機種)生產、明年第一季有27機種將於墨西哥廠放量投產,第一期產值達2億美金,預計2028年滿單,屆時將有18條生產線同步量產,並於2029年擴建墨西哥二廠,二廠擴建完成後,墨西哥廠總產值可達5億美元。
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集團並積極拓展非車燈車用電子客戶,目前已有北美客戶洽談中,尋求非車燈車用電子的策略合作,預計2027~2028年量產,長期營收可望追上車燈組。
同時瞄準AI資料中心高速傳輸需求,將由VCSEL/Micro-VCSEL / Micro-LED 進入AI光通訊模組、光引擎、矽光子,期望打進AI光通訊供應鏈,預估整體市場成熟需1~3年不等。
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AI outlook — possibilities, not facts
聯嘉投控墨西哥廠將於年底投產
Very likely · Within months
墨西哥廠第一期產值將達2億美元
Likely · Within months
聯嘉投控將於2027~2028年開始非車燈車用電子量產
Possible · Within years

SpaceX successfully performed its 14th Starship flight test on September 28, entering Earth orbit for the first time and deploying 26 Starlink V3 satellites. As the largest supplier of SpaceX, Huatong benefited from the upgrade of space boards and the increase in the usage and value of single satellite PCBs. The stock price hit the daily limit of 248.5 yuan less than an hour after the opening of today. The number of orders to buy exceeded 16,000, and the trading volume exceeded 48,500. The company said that satellite customer demand was positive. Shipments in the first half of the year were limited by the supply of raw materials, but the supply gradually improved. The second half of the year will see continued launches of starships and stable deployment of V3 satellites, which is expected to boost revenue and profits.

Taiwan has completed the country's first domestic biomass fuel refueling operation for maritime vessels at the Port of Kaohsiung. The refueling operation was carried out by Yang Ming Marine's marine vessels, marking the implementation of shipping energy transformation from policy planning to port operations. The port management company cooperated with China National Petroleum Corporation to launch B24 biofuel, which can reduce carbon emissions by at least 20% and has obtained international sustainability certification. Many shipping companies have successively used it, with a refueling volume of 1,200 metric tons.

South Korea plans to disperse its next-generation semiconductor industry cluster to Hunan and other regions, but Dutch equipment manufacturer Nearfield Instruments warns that merely acquiring land is not enough to ensure yield. A complete local support ecosystem needs to be established, including logistics, technical talent and digital connections, otherwise the yield of advanced processes will be at risk.

TSMC drove Taiwan stocks to new highs, and the return of hot money pushed the New Taiwan dollar against the U.S. dollar above the 31.8 yuan mark, reaching a maximum of 31.75 yuan in early trading. Affected by the weaker-than-expected U.S. non-farm payrolls data, the market expected the Fed to The probability of interest rate hikes in October has dropped to less than 20%. The US dollar has fallen back, but its decline is limited by international oil prices and US bond yields. The New Taiwan dollar opened at 31.81 yuan this morning and has continued to strengthen. The strength of foreign capital inflows will determine the subsequent trend.

Sun Dong, Secretary of Hong Kong's Innovation, Technology and Industry Bureau, said that with the implementation of Hong Kong's first five-year plan, Hong Kong's innovation and technology is moving from a single breakthrough to systematic development, promoting the construction of an international innovation and technology center by improving scientific research investment, industrial platforms, talent cultivation, capital empowerment and collaboration in the Guangdong-Hong Kong-Macao Greater Bay Area.

Across the country, the collaborative development scenarios of the six networks (computing power network, new power grid, new generation communication network, ubiquitous sensing network, logistics and transportation network, and energy Internet) are becoming increasingly rich. By strengthening overall coordination, innovative investment and financing, deepening government-bank-enterprise cooperation and factor guarantees, efficient allocation of resources and the multiplier effect of 1+1>2 are achieved, and the infrastructure base is built for high-quality development.