[新聞] 機電四雄喜迎商機
原文標題:
機電四雄喜迎商機
原文連結:
https://www.ctee.com.tw/news/20240422700173-439901
發布時間:
2024.04.22 03:00
記者署名:
工商時報 沈美幸
原文內容:
近日供電吃緊,各地頻傳因設備故障導致無預警停電的消息,台電面臨龐大壓力下,市場
預期今年將加速推進強韌電網計畫,釋出包括電力變壓器、氣體絕緣體開關(GIS)及建
置離岸風電升壓站統包工程標案,士電(1503)、中興電(1513)、亞力(1514)、華城
(1519)等機電四雄可望笑納台電大單,業績進補。
加上外銷美國訂單持續成長,機電四雄至明年的產能均已滿載,訂單能見度最長達2030年
,不僅產線增為三班全天趕工,並啟動擴廠計畫,積極擴充產能搶食商機,未來數年營運
動能無虞。
受惠台電強韌電網計畫持續釋單,加上外銷及綠能事業布局有成,機電四雄今年第一季營
收同步改寫同期新高,獲利預估也將水漲船高。後續台電與外銷訂單持續湧入下,市場預
期,機電四雄2024全年營收獲利有機會續創新高。
機電類股近期成為市場盤面主流,股價迭創新高,尤其華城2年內股價漲幅高達21.5倍,
一度向千元叩關。
華城3月合併營收15.58億元、年增48.44%,第一季合併營收30.38億元、年增97.17%,
自結3月稅後純益3.05億元,EPS達1.17元,年增121%,加上先前已公布的1月自結每股純
益0.46元,累計1月加3月EPS達1.53元,市場樂觀華城整體第一季EPS將逾2元。
亞力自結前二月EPS為0.34元,第一季合併營收20.63億元、年增12.52%,均創同期新高
。
中興電目前GIS及統包工程在手訂單逾420億元,自結前二月EPS達1.26元;第一季合併營
收61.39億元、年增5.09%,均創同期新高。
士電公布自結個體前二月EPS達1.36元;第一季合併營收99.18億元,年成長10.52%,改
寫同期新高。
心得/評論:
近日因為跳電頻繁,市場預期台電受限於壓力之下,將會加速推進強韌電網計畫
重電四雄將有機會營收持續進補
市場預期機電四雄2024全年營收獲利有機會續創新高。
總感覺重電開始有當初航運尾聲的FU了...
--
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