面板雙虎全年獲利上看400億 - 股票

By John
at 2021-05-23T15:53

Table of Contents

04:102021/05/23 工商時報袁顥庭／台北報導
　面板雙虎第一季大賺逾百億元，面板相關零組件供應商紛紛繳出亮眼成績單。第二季面
板價格驚驚漲，下半年漲勢雖暫歇，不過供應鏈庫存健康，價格可望維持平穩。法人預估
，面板雙虎2021各季獲利都將在百億元之上，全年獲利400億元起跳。

　面板價格自2020年6月起漲，下半年價格漲了40～50％，到了2021上半年，價格漲幅仍
高達30～40％，主流尺寸面板價格幾乎都已翻倍，推升面板廠獲利節節攀高。

　友達第一季稅後淨利達118.42億元，寫下13年以來的單季高點，每股盈餘1.25元。群創
第一季稅後淨利為115.67億元，基本每股盈餘為1.15元，不僅連兩季度大賺百億元，也寫
下15個季度以來的高點。彩晶第一季毛利率衝上48.18％，寫下歷史新高紀錄，稅後淨利
約30.36億元，每股盈餘約1元，寫下2016年第四季以來的單季高點。

　面板廠2020年以來營收逐季攀高，第二季面板價格持續走揚，不過，面板供應鏈缺料問
題擴大，使得面板廠4月出貨略減，不過受惠於價格走揚，友達4月自結合併營收為296.01
億元，月減3.6％、年增46.8％，群創4月自結合併營收為303.46億元，月減2.1％、年增4
6.9％，面板雙虎第二季營收要挑戰重返千億元大關。

https://www.google.com.tw/amp/s/www.chinatimes.com/amp/newspapers/202105230000
89-260202

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Tags: 股票

All Comments

By Puput
at 2021-05-28T13:36

好了啦

By Andy
at 2021-06-01T02:18

超大杯

By Megan
at 2021-06-03T01:49

出貨文

By Rachel
at 2021-06-06T23:41

感覺真的可以買了

By Mary
at 2021-06-10T11:35

下禮拜繼續倒倒滿一個月

By Ina
at 2021-06-14T12:20

喵喵下去外資還有貨能倒哦？

By Irma
at 2021-06-17T05:09

等航運炒完就換面板了

By Audriana
at 2021-06-21T17:30

翻譯:還沒賣完

By Kumar
at 2021-06-23T19:01

太慘了

By Steve
at 2021-06-25T21:07

三大法人繼續殺到個位數

By Freda
at 2021-06-30T05:07

10元收不要的喵喵

By Noah
at 2021-07-03T00:00

還沒被賣完

By Anonymous
at 2021-07-06T02:52

繼續倒垃圾

By Elma
at 2021-07-06T15:05

ok 還是要下去

By Hedy
at 2021-07-10T23:59

錢都在傳產明年在來

By Caitlin
at 2021-07-15T11:08

出貨文...出到懷疑人生...

By Elizabeth
at 2021-07-15T15:53

已反應

By Anthony
at 2021-07-17T18:09

面板算傳產還電子@v@b

By Anthony
at 2021-07-21T07:06

賺爆了啊！！還不抄起來！！
面版是電子傳產景氣循環

By Connor
at 2021-07-22T17:32

出貨文XD

By William
at 2021-07-27T08:35

面板不算傳產也不算電子算垃圾吧只能一直倒掉

By Agatha
at 2021-07-30T07:08

遇到航運也沒辦法

By Poppy
at 2021-07-30T09:32

有著多重屬性的面板天選之股

By Rosalind
at 2021-08-04T07:11

好了啦要出貨到什麼時候= =

By Queena
at 2021-08-05T05:55

明天跌停

By Ophelia
at 2021-08-07T00:47

99友達、99彩晶

By Selena
at 2021-08-10T05:31

面板是電子

By Dora
at 2021-08-12T19:22

明天掛跌停賣的掉嗎？

By Franklin
at 2021-08-13T22:16

怎麼不敢寫預估eps, 400/965是多少窩不知道

By Bennie
at 2021-08-16T18:16

複製航運走勢錯過航海王不要在錯過這次

By Hedda
at 2021-08-21T06:07

不要倒貓貓QQ

By Selena
at 2021-08-22T04:34

靠背又要殺一波了

By Kumar
at 2021-08-25T02:50

再騙啊

By Robert
at 2021-08-26T13:17

99彩晶

By Blanche
at 2021-08-27T17:46

2017Q1.Q2eps也是1.1～1.2，一股才16，真.景氣循環
股

By Oliver
at 2021-08-28T16:47

唱起來! 我們一起學貓叫,一起喵喵喵喵喵

By Aaliyah
at 2021-09-02T03:41

電子跌算電子傳產跌算傳產

By Vanessa
at 2021-09-07T00:09

翻譯：韭菜們該進場囉

By Susan
at 2021-09-11T18:51

賺400億，EPS 5元，股價應該多少?

By Sandy
at 2021-09-15T02:21

====好了啦已知出貨文明天放空

By Kelly
at 2021-09-18T21:56

貨還沒出完？

By Daniel
at 2021-09-20T11:15

快來接30T

By Quanna
at 2021-09-21T02:43

現在這樣賣是不看好全球的面板出貨

By Ingrid
at 2021-09-24T02:39

99戀人99包子，住在30樓好冷啊

By Xanthe
at 2021-09-28T10:39

被凍元件跟面板誰比較慘？QQ

By Jacob
at 2021-09-29T09:42

版上還有人敢玩面版? 沒人就可以進場了

By Franklin
at 2021-10-04T03:49

下去啦有做船再說

By Andy
at 2021-10-07T22:10

面板是電子傳產股，雙題材讚讚

By Sarah
at 2021-10-10T16:59

本來還有考慮面板，看到這篇果斷放棄

By John
at 2021-10-14T05:11

這支夠慘了放過它吧！

By Christine
at 2021-10-16T16:15

面板喵喵喵，過街老喵人人喊打

By Kumar
at 2021-10-17T12:11

30塊時研究報告就都寫400億了啊，結果大跌

By Regina
at 2021-10-17T16:53

JJ不是說500E?

By Linda
at 2021-10-19T10:33

99戀人嗚嗚嗚嗚

By Andrew
at 2021-10-24T01:38

給4倍20差不多了

By Frederica
at 2021-10-28T08:09

好了啦，可以不要貼這種垃圾的新聞嗎

By Bennie
at 2021-11-02T05:56

散戶太多只能給4倍如果法人滿手才能給7倍

By Wallis
at 2021-11-04T18:07

小兒：明天繼續賣！

By Oscar
at 2021-11-05T09:18

其實還好，現在面版都是穩定了

By Caitlin
at 2021-11-06T01:47

穩了

By Joseph
at 2021-11-09T05:45

面板只值20塊

By Delia
at 2021-11-09T16:53

https://i.imgur.com/payM5jj.jpg
一篇文章各自解讀

By Rebecca
at 2021-11-09T20:10

根本出貨文啊......跟著小兒大哥一起作，開高就是

By Agnes
at 2021-11-14T19:37

空，賺錢就是這麼簡單

By Leila
at 2021-11-17T17:01

995山頂好冷

By Blanche
at 2021-11-19T17:09

https://i.imgur.com/uWuRBrf.jpg

By Tracy
at 2021-11-23T01:45

沒用崩回10塊現在航運的年代了

By Queena
at 2021-11-23T12:42

小兒貨還沒出完嗎?

By Edwina
at 2021-11-26T16:00

已反應

By Damian
at 2021-11-26T23:08

戀人我就爛

By Ingrid
at 2021-11-29T01:42

出貨出完沒乾= =

By Poppy
at 2021-12-03T18:50

一直看一直爽，一直割一直爽

By Audriana
at 2021-12-08T00:17

拉高再倒貨老技倆了

By Robert
at 2021-12-11T11:25

繼續出貨

By Bethany
at 2021-12-16T03:49

很可惜這不是下個航運佈局的要失望了

By Edith
at 2021-12-18T11:16

沒差啦現在只有航運跟其他

By Eden
at 2021-12-19T17:20

25不能再高了

By Bennie
at 2021-12-24T15:28

賺很多的時候也是十幾塊 20以上的我覺得可以先出了

By Suhail Hany
at 2021-12-28T03:26

幫高調https://i.imgur.com/Poo5sCZ.jpg

By Harry
at 2021-12-31T11:43

會跟電子一起下去

By Lydia
at 2022-01-02T19:24

其實應該跌得差不多了

By Rae
at 2022-01-07T05:00

投信外資一直倒

By Audriana
at 2022-01-12T03:07

面板真的沒救了？

By Edith
at 2022-01-12T07:07

好明天再一根

By Valerie
at 2022-01-13T00:17

面板已經殺到出血了

By Margaret
at 2022-01-17T00:51

雙虎，又要吃[大綠棒]了。

By Harry
at 2022-01-20T02:59

出貨樓

By Ethan
at 2022-01-23T04:20

塊陶阿

By Jacky
at 2022-01-25T23:36

好啦

By Rosalind
at 2022-01-27T17:13

35好冷，大家要不要上來啊

By Quanna
at 2022-01-31T21:33

面板不是超慘的嗎？最好是大賺

By Suhail Hany
at 2022-02-02T10:45

995

By Doris
at 2022-02-06T07:18

少來了啦，試撮漲停開高倒，不要騙我讀書少

By Bethany
at 2022-02-10T07:47

35的你要不要反彈的時候趕快出一出了....

By Caroline
at 2022-02-13T20:43

只有400E？那下去吧

By Irma
at 2022-02-16T00:25

面板這金額還被講出貨你各位也太殘忍XD
面板三喵回去個位數股價

By Annie
at 2022-02-16T10:58

最難救的面板永遠有利空消息

By Rebecca
at 2022-02-19T06:54

一片看壞耶有沒有勇者大人要跳下去接的

By Daniel
at 2022-02-23T04:50

99面板面板都沒肉了還要砍骨頭嗎

By William
at 2022-02-23T08:28

滿滿的利空就是該多的時候了!XD

By Yedda
at 2022-02-26T13:51

好了啦就算一年賺10塊也是被投信跟外資倒垃圾

By Dora
at 2022-03-02T04:43

業績再好一樣被賣下去

By Carol
at 2022-03-02T11:43

跟跌不跟漲

By Adele
at 2022-03-06T15:14

明天電子股應該開低，想逃了

By Thomas
at 2022-03-10T05:42

沒用，股價繼續下探地心

By Oscar
at 2022-03-10T14:13

明天再一根

By George
at 2022-03-11T04:53

明天歐印跟鄉民反著做很穩

By Kristin
at 2022-03-11T13:16

還來阿，別貼出貨文了

By George
at 2022-03-13T13:42

噴

By Dorothy
at 2022-03-17T16:02

喵喵喵

By Gilbert
at 2022-03-18T06:11

喵喵喵喵喵喵喵

By Heather
at 2022-03-20T07:23

喵喵 995

By Charlotte
at 2022-03-22T19:05

28包子好冷啊 995

By Caroline
at 2022-03-27T15:02

穩了

By Erin
at 2022-03-28T19:14

出貨文，別被騙了

By Anonymous
at 2022-03-31T02:14

這麼厲害外資賣三小？

By Skylar DavisLinda
at 2022-04-01T02:12

友達比

By Queena
at 2022-04-05T18:13

繼續倒垃圾

By Agatha
at 2022-04-07T19:15

19元接10張

By Sierra Rose
at 2022-04-10T04:41

法人預估都是屁話，法人動向就是在出貨

By Zenobia
at 2022-04-10T18:53

跌到15買進

By Ingrid
at 2022-04-15T08:06

丸子

By George
at 2022-04-16T18:02

eps多少？

By Jessica
at 2022-04-19T23:27

19元接10張,18元接11張,依此類推...

By Eden
at 2022-04-21T15:51

這時候低檔才是王道啊

By Eartha
at 2022-04-24T13:08

一個月前喊的40，現在已經變20，還要再變10元的

By Olivia
at 2022-04-26T20:37

收到繼續出貨

By Puput
at 2022-04-27T15:56

投信外資到底有多少貨啊每天看都是幾萬幾萬在倒

By Bethany
at 2022-04-28T06:27

99彩晶

By Edith
at 2022-05-03T02:15

準備下探10元雞蛋水餃

By Gilbert
at 2022-05-06T09:59

喵

By Frederica
at 2022-05-09T00:50

這包子我不要了

By Frederic
at 2022-05-11T18:26

到底有多少貨

By Lydia
at 2022-05-13T21:30

明天雙雙跌停

By Rachel
at 2022-05-17T20:18

99 AUO

By John
at 2022-05-18T17:31

投信回來連買三天再叫我

By Valerie
at 2022-05-18T19:32

明天跌停我再買

By Hardy
at 2022-05-20T10:52

明天跌停進場

By Dinah
at 2022-05-20T22:58

空peko

By Freda
at 2022-05-23T14:26

出貨囉

By Freda
at 2022-05-24T07:07

套一堆人還想再多套啊

By Noah
at 2022-05-27T23:42

都被騙了幾次，這就是出貨文!!賺一千億又怎麼樣，沒
沒有未來，本益比給你兩倍就好 !!

By Lily
at 2022-05-31T13:20

你們大戶不都是這樣玩的嘛!? 等到真的破1字頭，又會

By Barb Cronin
at 2022-06-01T03:11

繼續空

By Thomas
at 2022-06-04T08:24

又會說本益比太低了，股價太委屈，都你在講 ~~

By Mia
at 2022-06-09T08:04

全力空

By Candice
at 2022-06-14T04:54

99我啊我在30

By Quanna
at 2022-06-15T14:48

你可以20大買很多張攤平啊!!

By Lucy
at 2022-06-18T19:08

還來啊，跟國巨一樣，利多放不停，投信狂砍，是要騙
鬼上車啊！

By Elizabeth
at 2022-06-22T17:59

該跌停了

By Rosalind
at 2022-06-23T10:55

真出貨文xdd

By Rosalind
at 2022-06-23T11:59

賺400億，EPS 5元，股價應該多少? 5塊啦！面板本益
比就是1

By Caroline
at 2022-06-26T20:25

貓貓可愛你們怎麼可以一直賣貓貓！

By Genevieve
at 2022-07-01T18:31

還很多肉繼續空

By Susan
at 2022-07-03T02:03

週一會掛跌停接呀，每天掛跌停慢慢接

By Andrew
at 2022-07-03T16:21

明天又要倒了

By Blanche
at 2022-07-06T18:16

彩晶：

By Regina
at 2022-07-11T01:06

20以下我ALL IN

By Ina
at 2022-07-15T20:14

ptt一片看壞看來要漲了

By Adele
at 2022-07-16T03:34

先買航運+1

By Edwina
at 2022-07-19T14:18

已反應

By Regina
at 2022-07-24T13:11

15收

By Kumar
at 2022-07-25T07:37

外資拼命倒貨我的戀人已經放到長蜘蛛網了

By Anonymous
at 2022-07-26T09:16

喵喵喵

By Ida
at 2022-07-28T10:41

跌到個位數再說，下去

By Charlie
at 2022-07-30T20:56

不忍

By Susan
at 2022-08-01T17:08

這十年前的校正回歸繼續崩

By Liam
at 2022-08-05T05:15

利多出盡

By Ina
at 2022-08-05T22:11

現在面板雙虎都會自動看成面板壁虎

By David
at 2022-08-08T16:21

喔喔喔喔喔喔喔

By Ida
at 2022-08-10T19:11

又變回雙喵

By Ida
at 2022-08-14T06:42

看好的可以開始進場了我覺得價格滿甜的

By Hedy
at 2022-08-15T07:08

已反應

By Brianna
at 2022-08-15T08:50

30一堆人買

By Ivy
at 2022-08-15T20:12

99...面板...99...5

By Kama
at 2022-08-16T10:33

目標價15 慘業

By Brianna
at 2022-08-17T08:13

Q1獲利*4，好煎蛋

By Agnes
at 2022-08-20T23:15

已反應啦

By Eden
at 2022-08-25T17:15

現在怎麼看都是Q1獲利/4的算法

By Irma
at 2022-08-28T15:42

又舒服了

By Jake
at 2022-09-01T10:09

https://i.imgur.com/BydP6Lc.jpg

By Rosalind
at 2022-09-01T18:04

包子都變廚餘了耶...

By Carolina Franco
at 2022-09-05T10:46

是要賣多久

By Steve
at 2022-09-07T15:41

樓下推已反應

By Iris
at 2022-09-10T06:31

現在進場，再套十年

By Sarah
at 2022-09-10T08:21

出貨文棒棒

By Noah
at 2022-09-13T22:28

買進面板，套到面癱

By Wallis
at 2022-09-14T20:18

我ok 你先買

By Rosalind
at 2022-09-18T17:03

目標價6塊

By Zanna
at 2022-09-21T15:06

空軍爽到哪裡了

By Selena
at 2022-09-25T06:04

寫新聞的先買上去好嗎對我就是說你袁顥庭

By Lauren
at 2022-09-28T17:16

好了啦

By Carolina Franco
at 2022-10-02T17:00

法人還在倒垃圾短線不妙

By Michael
at 2022-10-05T20:00

之前虧錢的不用還？今年賺的還不夠還債

By Valerie
at 2022-10-06T04:00

真的快笑死

By Odelette
at 2022-10-10T10:04

面板這個要出什麼貨啦笑死

By Quintina
at 2022-10-12T01:35

馬的，都破季線還在倒

By Olga
at 2022-10-14T03:34

面板喔,大家收工了騙很久了

By Enid
at 2022-10-15T09:28

兩兆雙星優良產業,專割韭菜

By Steve
at 2022-10-15T11:53

推文好多看壞明天484要買個幾張試試

By Isabella
at 2022-10-16T16:26

可憐啊

By Mia
at 2022-10-18T18:06

這麼多股票可以買，還是別碰這個好了

By Andrew
at 2022-10-20T06:59

倒垃圾齁

By Gary
at 2022-10-24T04:54

可憐啊，禮拜一電梯向？

By Thomas
at 2022-10-25T14:54

又要繼續倒垃圾了嗎QQ

By Edith
at 2022-10-27T05:55

救命看到新聞不妙惹

By Susan
at 2022-10-31T00:28

出貨文

By Ophelia
at 2022-11-04T10:56

基本面根本沒用

By Lydia
at 2022-11-07T14:56

好下去領便當

By Charlotte
at 2022-11-11T05:05

這個包子我不要了

By Una
at 2022-11-15T13:09

友達要跌到13元了

By Annie
at 2022-11-16T20:03

當然買航運啊面板燒紙了啊

By Noah
at 2022-11-17T22:05

掉到10元在考慮

By Olive
at 2022-11-22T18:27

25T QQ.. 這次如果解套永遠不玩了..

By Una
at 2022-11-25T20:06

你們買航運不要來亂

By Hazel
at 2022-11-26T01:58

照樣被當垃圾倒

By Bennie
at 2022-11-30T22:21

好了啦，賣完沒

By Andy
at 2022-12-03T16:02

營收漂亮明天繼續往下噴

By Daph Bay
at 2022-12-04T05:10

大家都看壞就可以低接啦

By Necoo
at 2022-12-06T04:16

5元收

By Genevieve
at 2022-12-06T08:46

這間公司算了吧

By Jake
at 2022-12-09T08:01

出貨文又來了

By Blanche
at 2022-12-10T13:54

外資：這篇爆？繼續倒

By Rachel
at 2022-12-13T03:46

跟著小兒大哥走就對了，放空數錢就是這麼簡單

By Linda
at 2022-12-16T10:58

翻譯：還沒跌完

By Quanna
at 2022-12-21T04:24

誰可以告訴我面板股的本益比正常是多少

By Iris
at 2022-12-23T00:19

法人賣出了，快撿

By Ula
at 2022-12-23T03:03

其實再殺一根就可以接了，起碼不會賠

By Anthony
at 2022-12-26T09:14

365天每天開門賺一E?

By Jacky
at 2022-12-30T10:19

再騙幹

By Noah
at 2023-01-02T22:56

戀人總是很難猜透

By Kyle
at 2023-01-03T20:25

上看這麼好那只能崩了

By Erin
at 2023-01-04T07:44

已經見骨了，還要殺啊

By Eden
at 2023-01-06T04:03

還好啦，繼續低買高賣，不過我十幾天沒交易面板了。

By Zenobia
at 2023-01-11T03:00

哈哈哈哈，完了完了

By Rebecca
at 2023-01-11T18:09

出貨文電梯繼續向下

By Ophelia
at 2023-01-13T06:32

沒用繼續跌

By Skylar Davis
at 2023-01-16T05:26

人家法人成本15元，怎麼玩？

By Brianna
at 2023-01-19T08:35

99戀人

By Lauren
at 2023-01-23T07:41

30塊的汽水到底還能不能零啦！

By Gary
at 2023-01-23T09:56

讚讚

By Cara
at 2023-01-28T02:50

井噴

By Edwina
at 2023-01-30T10:54

到底什麼時候可以抄底啊

By Lucy
at 2023-02-03T06:03

跟航運一樣散戶狂接欸真的猛

By Carolina Franco
at 2023-02-07T06:16

別再騙了

By Genevieve
at 2023-02-11T10:29

下去

By Ethan
at 2023-02-14T08:53

下去吧三貓

By Jack
at 2023-02-14T22:23

好的三大繼續賣，結案

By Ingrid
at 2023-02-15T17:07

面板三貓

By Callum
at 2023-02-18T18:01

到16我歐印

By Robert
at 2023-02-22T18:09

彩晶我15想接，結果又上去了，真的太膽小了

By Michael
at 2023-02-25T00:52

空爆
q3-4價格就爛了

By Charlie
at 2023-02-27T09:50

利多狂放

By Eartha
at 2023-03-02T23:08

買面板不如買航運

By Daph Bay
at 2023-03-04T05:52

好的，繼續崩

By Olga
at 2023-03-04T08:33

友達哥屍骨未寒

By Kyle
at 2023-03-05T23:24

還想騙明天放空

By Liam
at 2023-03-07T04:06

By Barb Cronin
at 2023-03-08T01:47

越賺月跌

By Thomas
at 2023-03-09T07:30

航運玩完再來買面板剛好

By Susan
at 2023-03-11T15:53

99…彩晶….

By Olga
at 2023-03-12T18:34

真的利多出盡GGGGGG 節哀

By Aaliyah
at 2023-03-16T16:58

已反應下去

面板雙虎全年獲利上看400億 - 股票

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