聯電11月營收衰退3.65％ 股友疑轉單根本 - 股票
By James
at 2020-12-08T19:03
at 2020-12-08T19:03
Table of Contents
1.原文連結：
https://ec.ltn.com.tw/article/breakingnews/3375101
2.原文內容：
聯電11月營收衰退3.65％ 股友疑轉單根本吃不到?
〔財經頻道／綜合報導〕聯電（2303）今天公告11月營收為147億元，月減3.65%，年增則
是6%，有人質疑美國制裁中芯一事，早在今年9月就已傳出，若真有轉單效應，聯電營收
怎不增反減？
聯電近日股價噴出式的暴漲，理由說是美國制裁中芯，聯電可坐收轉單效益，在龐大資金
簇擁下，聯電股價自11月底的每股33元，暴漲到今天收盤的50.9元，漲幅高達54%，許多
股友看著天天高漲的股價，不禁懷疑人生，這真的是大家記憶中的聯電嗎?
事實上，聯電在最近一次的法說會上就已表明，稼動率已達95%，在產能皆已接近滿載的
情況下，就算真有中芯客戶轉單，聯電恐怕也吃不下。
聯電今年月營收最高點是7月的155億元，這幾乎是擠乾聯電所有產能才獲得的營收，之後
逐月暗減，到11月僅剩下147億元。
有股友就說，中芯被制裁給市場大的想像空間，但這都只能停留在議題階段，等到營收與
季報要出來時，就是要現出原形的時刻，到時就要比誰跑得快了。
3.心得/評論：
看起來聯電滿產能營收差不多就是147-155億元，如果毛利率沒提升，
Q4的EPS應該跟Q3差不多。
--
https://ec.ltn.com.tw/article/breakingnews/3375101
2.原文內容：
聯電11月營收衰退3.65％ 股友疑轉單根本吃不到?
〔財經頻道／綜合報導〕聯電（2303）今天公告11月營收為147億元，月減3.65%，年增則
是6%，有人質疑美國制裁中芯一事，早在今年9月就已傳出，若真有轉單效應，聯電營收
怎不增反減？
聯電近日股價噴出式的暴漲，理由說是美國制裁中芯，聯電可坐收轉單效益，在龐大資金
簇擁下，聯電股價自11月底的每股33元，暴漲到今天收盤的50.9元，漲幅高達54%，許多
股友看著天天高漲的股價，不禁懷疑人生，這真的是大家記憶中的聯電嗎?
事實上，聯電在最近一次的法說會上就已表明，稼動率已達95%，在產能皆已接近滿載的
情況下，就算真有中芯客戶轉單，聯電恐怕也吃不下。
聯電今年月營收最高點是7月的155億元，這幾乎是擠乾聯電所有產能才獲得的營收，之後
逐月暗減，到11月僅剩下147億元。
有股友就說，中芯被制裁給市場大的想像空間，但這都只能停留在議題階段，等到營收與
季報要出來時，就是要現出原形的時刻，到時就要比誰跑得快了。
3.心得/評論：
看起來聯電滿產能營收差不多就是147-155億元，如果毛利率沒提升，
Q4的EPS應該跟Q3差不多。
--
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