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Friday, September 11, 2026

焦點股》聯茂:內外資賣壓結束! 股價急拉重回月線

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〔記者卓怡君/台北報導〕銅箔基板(CCL)廠聯茂(6213)8月合併營收創下歷史新高,近期股價漲多遭逢投信與外資大舉賣超,回檔修正,從8月27日歷史新高599元一度拉回高達17.6%,摜破月線,走勢相對大盤疲弱,隨著投信賣超減緩,今日早盤台股重挫,聯茂開低後出現低接買盤,成交量放大,股價逆勢翻紅,重新站回月線。

截至9:38分左右,聯茂股價上漲3.08%,暫報535元,成交量逾7568張,已超越昨日全天成交量6926張。

聯茂8月合併營收50.4億元,月增6.2%,年增97.9%,主要因終端客戶需求強勁,產品漲價效應逐步顯現,法人預估聯茂第3季與第4季營收將分別季增25%、12%,由於原物料仍持續漲價,目前聯茂M4以下佔產品比重約70%,將持續受惠低階產品漲價,在原物料成本上升及高階產品需求持續提升的背景下,CCL廠商後續仍有機會針對中低階產品持續調整價格,未來需觀察聯茂高階產品導入進度及漲價延續性。

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