
光通訊濾鏡廠統新第三季合併營收2.16億元,年增60.58%,看好第四季營運,並持續擴充產能。
光通訊濾鏡廠統新公布第三季財報及10月營收,第三季每股稅後盈餘2.06元,累計前三季達5.02元。受惠AI基礎建設帶動資料中心互連需求,公司持續擴大資本支出以提升產能。
AI-generated summary
統新為光通訊濾鏡廠,近期因AI基礎建設帶動資料中心互連需求而受惠。
統新擴大資本支出提升接單能力。(取自官網)
〔記者卓怡君/台北報導〕光通訊濾鏡廠統新(6426)公告第三季財報暨10月合併營收,統新第三季合併營收為2.16億元,較去年同期成長60.58%。
受惠AI基礎建設投資持續擴大,帶動資料中心互連(DCI)需求強勁成長,推升產品出貨規模成長,加上營運規模擴大帶動規模經濟效益顯現,第三季營業利益達8121.2萬元、歸屬母公司稅後淨利7935.7萬元,每股稅後盈餘(EPS)2.06元,累積前三季EPS達5.02元,整體營運呈現穩健成長。
統新10月合併營收為7874.6萬元,年增60.70%,累計前10月合併營收年增65.74%。展望第四季,隨著AI資料中心高速光通訊需求持續增溫,客戶訂單動能維持強勁,加上營運管理優化效益逐步顯現,公司對第四季營運成長前景持樂觀態度。
為因應客戶訂單需求及中長期業務成長,統新將持續擴充產能,資本支出規模預期將進一步增加,主要用於新增產線及提升生產設備效能。
公司董事會已於今年5月、8月及10月陸續核准生產設備資本支出預算,本次規劃進一步追加預算,相關新增設備採購將於11月董事會通過後陸續執行,預計部分新產線將於2027年第一季起陸續到位,帶動月產能逐步提升,進一步強化接單與供貨能力,為後續營運成長奠定基礎。
AI outlook — possibilities, not facts
部分新產線將於2027年第一季起陸續到位
Likely · Within months

Minqin County in Wuwei, Gansu Province relies on its characteristic industries to lay out industrial "micro-factories", accurately connecting production links such as seedling cultivation, management and protection, and harvesting with farmers' nearby employment needs, achieving stable employment and increasing income for farmers on the spot, and accumulating endogenous power for rural revitalization.

The Cultural Tourism Business Consumption Seminar, one of the 2026 CIIE Shanghai conference activities, was held on the 9th. The "International Consumption Center City Assessment Index Report" and "Shanghai Business Development Report" (2026) were released at the meeting to explore how Shanghai can transform the spillover effects of the CIIE into long-term development advantages.

The domestic building materials industry announced its third-quarter financial report and October revenue. Benefiting from the trend of large-scale technology factory construction in Taiwan, the third-quarter net profit was 905 million yuan, and EPS was 0.77 yuan. The cumulative EPS for the first three quarters reached 2.24 yuan, and profits remained high.

The Cross-Strait Tea Culture Exchange Event was held in Anxi County, Fujian Province on the 10th. It brought together about 400 representatives of tea enterprises, tea merchants and tea people from both sides of the Strait to discuss the origin and development of tea. A tea ceremony and the signing of a cross-Strait tea industry cooperation project were held on site.

The Shanghai Federation of Overseas Chinese Professionals has recently collaborated with all parties to organize two exchange and visit activities for professionals in the overseas Chinese community. More than 60 representatives walked into Songjiang to focus on advanced materials, and more than 50 professionals at home and abroad gathered at the CIIE to discuss technological innovation and cross-border innovation practices, injecting momentum into the construction of Shanghai's "Five Centers".

Marriott International and InterContinental Hotels Group announced important development milestones in Greater China at the China International Import Expo in Shanghai. Marriott is about to break through 800 hotels, and InterContinental is ushering in the milestone of 1,000 hotels in operation, demonstrating its firm confidence in the long-term development of the Chinese tourism market.