异动解读 | 联电夜盘大涨6.22%,Q1净利润激增108%超预期及涨价预期推动

异动解读
May 12

联电(UMC)今日夜盘股价大幅上涨6.22%,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,公司毛利率达到29.2%,产能利用率提升至79%。此外,成熟制程的涨价趋势明确,第一季度平均售价同比增长8%,预计第二季度将再涨5-7%,公司毛利率有望回升至30%以上。强劲的业绩表现叠加后续明确的涨价预期持续发酵,共同推动了股价的走强。

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