异动解读 | 联电夜盘大涨5.02%,财报超预期与新技术平台双重利好

异动解读
May 15

联电(UMC)今日夜盘大涨5.02%,引发了市场的广泛关注。

消息面上,此次股价走强主要受到两大利好因素推动。首先,公司此前公布的第一季度财报表现极为亮眼,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%,第二季度预计还将上涨5%至7%,市场预期其毛利率有望回升至30%以上。

其次,联电近日宣布推出用于显示驱动IC的14nm eHV(嵌入式高压)FinFET技术平台。据公司宣称,该新技术平台可较其最先进的量产eHV制程(基于22nm)降低40%功耗、节省35%芯片面积,有望支持更小型、轻薄的驱动模块设计,进一步延长移动设备的电池续航,并支持高阶与折叠式OLED智能手机显示应用。强劲的财务表现叠加前沿的技术突破,共同推动了公司股价的强势表现。

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