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千附实业1-8月营收34.22亿元已超越去年全年 年增达60.47%

2026-09-08 17:39:34 网络 阅读(1)

千附实业(8383-TW)今(8)日公布最新营收资讯,2026年8月营收5.12亿元,月增3.07%,年增73.6%;2026年1-8月营收达34.22亿元,已经超越2025年全年营收的33.58亿元,年增60.47%。

千附实业1-8月营收34.22亿元已超越去年全年 年增达60.47%

千附实业指出,近期月营收维持年成长双位数,整体营运维持成长态势。受惠半导体厂务工程需求持续强劲,公司一次配工程陆续加入营收,既有二次配工程亦稳定挹注,加上子公司千附精密(6829-TW)量子电脑超低温真空腔体第二套产品于8月完成出货并认列营收,带动集团营运成长动能延续。

千附表示,厂务工程客户对工程需求及专案进度维持良好,且目前在手订单能见度已超过一年,未来随着既有订单陆续执行并转换为营收,挹注后续成长量能,且一次配工程逐步加入,不仅有助于扩大工程承揽规模,也可搭配既有二次配、驻厂服务及自有管材产品,进一步放大客户合作综效。

千附实业子公司千附精密持续深化高附加价值市场布局,锁定半导体设备、国防航太及量子电脑等关键领域。在产品进展方面,继首季交付并认列首套「量子电脑超低温真空腔体设备」后,8月已顺利完成第二套出货;国防业务亦重回稳定出货轨道。此外,嘉义马稠后新厂目前已进入硬体验收阶段,最快可望于第四季取得使用执照。随着新厂落成,千附精密将进一步扩充半导体与量子电脑相关承制能力,为高毛利产品的长线动能奠定产能基础。

展望后市,AI基础建设持续推动全球半导体扩产,从晶圆制造、先进封装到厂务设施的投资需求仍处于高档,加上国防航太客户已逐步恢复正常拉货,集团两大核心事业均具备良好成长动能。千附将持续扩大一次配工程承揽能力、深化二次配及驻厂服务,同时由千附精密积极抢攻半导体设备、国防航太及量子电脑等高附加价值市场,随订单陆续转换营收,对未来营运展望维持正向乐观看法。

千附实业 2026 年第二季营收 14.09 亿元,创新高,毛利率22.49%,季减3.68个百分点,年减3.04个百分点,2026年 第二季千附实业税后纯益1.82亿元,季增55.52%,年增3.17倍,每股纯益1.62元。

千附实业 2026年1-6月营收24.14亿元,创同期新高,毛利率24.03%,年减3.67个百分点,2026年上半年税后纯益3亿元,年增1.44倍,每股纯益达2.66元。

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