异动解读 | 联电夜盘大涨5.12%,受亮眼财报、涨价预期及新平台推动

异动解读
May 27

联电(UMC)今日夜盘股价大涨5.12%,引起了市场的广泛关注。

消息面上,公司此前公布的第一季度财报表现亮眼,净利润同比激增108%至161.7亿新台币,大幅超出市场预期,同时毛利率达29.2%,产能利用率提升至79%。此外,成熟制程涨价趋势明确,第一季度平均售价同比增长8%,第二季度预计再涨5%至7%,毛利率有望回升至30%以上。

公司近日还推出了14纳米eHV FinFET平台,可降低40%功耗、节省35%芯片面积,进一步强化了竞争力。此外,公司从Tokyo Electron收购了一批价值约10.3亿新台币的机械设备,用于生产用途,表明产能或能力正在持续扩张。强劲的业绩表现、明确的涨价预期以及新技术的落地,共同推动了股价的上涨。

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