[新聞] 面板概念/友達、群創績優已回收
1.原文連結:
http://udn.com/NEWS/STOCK/STOS1/8872127.shtml
2.內容:
面板廠第2季獲利以群創(3481)、友達表現最佳,本季受惠價格走勢穩健,加上進入大
陸十一長假備貨,以及歐美的耶誕節傳統出貨旺季,營運績效有機會更上一層樓。
友達表示,本季受到產能限制,加上面板出貨尺寸放大,大尺寸面板出貨量將與第2季持
平或微幅減少,但面板平均單價會微幅增加。
群創也認為,面板供應吃緊到年底,第3季產能全開,仍無法滿足客戶需求,由於沒有新
增產能,群創將透過調整產品組合,來提升產品平均銷售單價與獲利。
彩晶上半年營收117.60億元,稅後純益17.80億元,每股純益0.61元。第3季進入智慧手機
旺季,營收表現會比第2季好。
3.心得/評論(必需填寫):
持續看好面板!!!!!!!!!
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