联电(UMC)今日盘前股价大幅上涨8.01%,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,大幅超出市场普遍预期。同时,公司毛利率达到29.2%,产能利用率也显著提升至79%,显示出强劲的运营效率。
此外,公司所处的成熟制程领域涨价趋势明确,第一季度平均售价已同比增长8%,市场预计第二季度售价将再涨5%至7%,公司毛利率有望进一步回升至30%以上。强劲的业绩表现与明确的后续涨价预期共同发酵,成为推动本次股价走强的主要动力。
联电(UMC)今日盘前股价大幅上涨8.01%,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,大幅超出市场普遍预期。同时,公司毛利率达到29.2%,产能利用率也显著提升至79%,显示出强劲的运营效率。
此外,公司所处的成熟制程领域涨价趋势明确,第一季度平均售价已同比增长8%,市场预计第二季度售价将再涨5%至7%,公司毛利率有望进一步回升至30%以上。强劲的业绩表现与明确的后续涨价预期共同发酵,成为推动本次股价走强的主要动力。
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