异动解读|联电夜盘上涨3.04%,下半年选择性涨价及Q1净利润激增108%持续催化

行情直击
May 29

5月29日,联电夜盘上涨3.04%,报23.0美元/股,成交额24.2万美元。

消息面上,联电近日召开股东常会,首席财务官刘启东表示,随着新加坡厂扩产成本较高,今年下半年将展开选择性涨价,2027年将更全面与客户就价格调整进行商议。同时,公司Q1净利润同比激增108%至161.7亿新台币,毛利率达29.2%,产能利用率提升至79%,Q1平均售价同比增长8%,Q2预计再涨5%至7%。此外,公司斥资约10.3亿新台币收购Tokyo Electron机械设备用于产能扩张,进一步强化市场对其未来竞争力的信心。

(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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