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Thursday, September 24, 2026

焦點股》聯茂:8月獲利超預期 開盤漲停一字鎖

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〔記者卓怡君/台北報導〕銅箔基板(CCL)廠聯茂(6213)因銅箔基板持續漲價,加上中高階產品比重快速拉高,推升今年獲利較去年跳增,聯茂昨公告8月自結獲利超乎市場預期,單月淨利9.24億元,年增852.58%,每股稅後盈餘2.54元,單月已賺進第2季獲利的72.15%,第3季獲利具備上修空間,今日早盤股價直接跳空亮燈漲停,漲停價595元,短線有望挑戰歷史新高599元。

截至9:03分左右,聯茂緊鎖漲停595元,成交量約5010張,漲停委買張數逾8500張。

法人分析,下半年銅箔基板價格持續調升,材料不斷升級,聯茂受惠高階產品出貨比重提升、漲價效應發酵,加上泰國新廠擴產、AI應用需求增加,帶動營運與獲利同步成長。

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