鍵盤出貨增 精元首季轉盈、創同期次高 髭 - 股票
By Quanna
at 2021-05-14T12:05
at 2021-05-14T12:05
Table of Contents
鍵盤廠受惠筆電需求維持高檔,
帶動鍵盤出貨量擴大,首季財報亮眼,
精元 (2387-TW) 稅後純益 1.92 億元,
較去年虧轉盈,每股純益 1 元,
創歷史同期次高;濱川 (1569-TW) 純益年增逾 3 倍,
每股賺 0.59 元,寫 4 年來同期新高。
精元第 1 季營收 52.33 億元,季減 21.8%、年增 91.8%;毛利率 12.11%,季減 4.68
個百分點、年增 4.43 個分點;營利率 5.76%,季減 4.93 個百分點、較去年同期負轉正
,稅後純益 1.92 億元,季減 53%、較去年虧轉盈,每股純益 1 元。
精元旗下鍵盤產品雖然不受到市場缺料影響,
但其他零組件廠缺料問題未解,也影響公司出貨,
預期本季每月營收仍可維持 20 億元水準。
濱川第 1 季 11.26 億元,季減 10.6%、年增 21.2%;毛利率 21.76%,季增 0.72 個百
分點、年增 4.39 個百分點;營利率 9.25%,季減 2.66 個百分點、年增 4.67 個百分點
;稅後純益 7106 萬元,季減 31.8%、年增 311.5%,每股純益 0.59 元。
濱川旗下產品包括鍵盤支架與金屬機殼,由於去年因居家辦公帶動鍵盤相關產品換機潮,
預計今年需求將放緩,金屬機殼則有機會取代塑膠機殼,整體營運估持平,惟短期受到上
游供給吃緊,影響後市表現。----------------------------------發文提醒-------------------------------
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