Quick Look
群益台灣精選高息ETF（00919）將製鞋股來億-KY（6890）納入成分股，帶動來億-KY股價連續兩日漲停，最高觸及210.5元。儘管今年營收下滑，但4月營收已見回溫，預期第二季旺季及下半年營運將逐季走揚。
AI-generated summary
Why It Matters
來億-KY（6890）是製鞋類股，今年以來受到關稅及客戶訂單調整影響，業績及股價表現疲弱。然而，公司4月營收已見回溫，且第二季將進入製鞋產業旺季，預期下半年營運將逐季走揚。
群益台灣精選高息ETF（00919）成分股新增來億-KY（6890），帶動來億-KY股價連兩天漲停，今天股價攻上210.5元。（資料照）
〔記者楊雅民／台北報導〕群益台灣精選高息ETF（00919）成分股新增製鞋股來億-KY（6890），帶動來億-KY股價連兩天漲停，今天攻上漲停210.5元，截至11點29分成交量達3942張，掛漲停價委買張數逾800張。
受到關稅及客戶訂單調整影響，製鞋類股今年業績、股價疲弱，來億-KY前4月營收112.89億元，年減21.18%，但4月營收42.11億元，年減9.23%，月增51.51%，已逐步回溫，單月營收站上11個月以來高點。
第二季將進入製鞋產業旺季，加上世足賽即將於6月開打，將激勵運動鞋銷售，下半年營運可望逐季走揚。
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What to Watch
AI outlook — possibilities, not facts
Laiyih-KY's stock price will continue to be influenced by ETF inclusion and seasonal demand.
Likely · Short term
The company's revenue and operations will show sequential improvement in the second half of the year.
Likely · Medium term
Open Questions
- Will the stock price maintain its upward trend after the initial surge?
- What are the specific impacts of the tariff adjustments on Laiyih-KY's operations?
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- What is the overall outlook for the footwear industry in the coming quarters?
