异动解读|联电夜盘上涨5.19%,18亿美元可转债获批加码产能扩张

行情直击
Aug 28

8月28日,联电夜盘上涨5.19%,报20.06美元/股,成交额94.37万美元。

消息面上,联电董事会批准发行最高18亿美元无担保海外可转换债券,分两批发行,暂定期限最长五年,票面利率暂定为0%,所得资金将用于购置机械设备及工厂工程建设。此举延续公司此前批准的约50亿美元资本开支计划,持续加码产能扩张以把握AI及边缘计算需求。

基本面上,联电二季度EPS为0.54美元,大幅超出市场预期的0.15美元;7月营收同比增长19%,成熟制程订单景气度持续改善。同时公司正推进硅光子业务量产及与英特尔合作开发12纳米制程,多重催化叠加。

联华电子股份有限公司主要业务为专业晶圆制造整合服务,产品覆盖通信、消费电子、工业及AI外围芯片等领域。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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