[新聞] 8月營收/群聯惜售 月減0.5%
1.原文連結:
https://udn.com/news/story/7254/2689974
2.原文內容:
NAND Flash控制晶片與模組廠群聯(8299)由於採取惜售策略,8月業績小減,不過由
於其擁有相對充足的貨源,外界仍看好其到今年底甚至是明年首季的表現。 群聯8月
合併營收為36.06億元,比7月小減0.5%,累計前八月合併營收為272.82億元,年減4.6
%。雖然該公司今年至今營收表現小幅衰退,不過獲利亮眼,第2季獲利再創新高,每
股純益為8.07元,累計上半年每股純益達14.57元,也是該公司的新高紀錄。
群聯指出,今年7、8月由於多種電子零組件缺貨嚴重,導致終端系統客戶包括筆電、
桌機、手機等業者放慢旺季備貨動作,而群聯的客戶也受此影響,需求減少。同時,
全球NAND Flash原廠供應持續短缺,已接獲多家供應商警訊,供給將大幅減少,缺貨
將會延續到今年12月。 針對目前營運情況,群聯強調,該公司已備好的原廠NAND
Flash,必須保證既有客戶在旺季到來時不會斷貨,為顧及長期客戶貨源及永續競爭
力,在此期間採取不積極出貨策略,所以第3季單月營收有旺季不旺的情形。不過該
公司有信心在9月之後需求回溫時,可提供優質、有競爭力的Flash產品,滿足客戶
旺季遞延需求。
3.心得/評論:
※必需填寫滿20字
今天一個崩半根,三大法人買超130張
難道也是因為惜售嗎?
998299
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