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"content": "<p>随着SpaceX(SPCX-US)等国际卫星营运商加速发射卫星，外电报载本(9)月由星舰送入轨道的首批升级版Starlink卫星，将为SpaceX带来实质收入，也让国内卫星通讯厂业绩持续进补，莱德光电-KY(7717-TW)8月营收月增12.44%、年增86.19%，创历史次高，今(11)日无畏大盘低迷，盘中由黑翻红涨逾3.8％，股价也站回500元大关。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6588810/l/4b17d716fc10d4e3b2ad4fda0cf5fbc8.jpg\" alt=\"〈焦点股〉莱德光电8月营收年月双增 盘中翻红逆势站回500元大关\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>莱德光电8月营收成长主因为低轨卫星相关布局的出货持续放大，除了单月营收年月双增，累计今(2026)年1月至8月营收约8.21亿、年增达32.68%。</p>\n\n<p>莱德光电因看准太空低轨卫星商机，现阶段持续积极切入卫星雷射通讯市场应用，也将长线发展延伸至太空的AI资料中心、太空发电站及太空制造等应用领域，包括今年上半年卫星雷射通讯被动元件营收年增37%，为主要营收来源，光纤雷射被动元件营收年增78%，为成长幅度最大的产品线。</p>\n\n<p>法人表示，莱德光电-KY已持续大规模导入卫星间雷射通讯(ISL)，目前于LCT(雷射通讯终端)光放大器内的零组件出货已可达6-7个产品，包括光纤隔离器等产品，也因低轨卫星产品导入门槛较高，客户验证期时间较长，当完成验证后，后续产品即可逐步放量出货，挹注公司业绩增长。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-12842.html\" title=\"〈焦点股〉辉达财报公布倒数、除权行情抢先发酵 纬颖冲6925元闯历史新天价\">〈焦点股〉辉达财报公布倒数、除权行情抢先发酵 纬颖冲6925元闯历史新天价</a></li>\n <li><a href=\"/new/tw/article-20260.html\" title=\"5万点很快就会来？金像电、建荣、国巨、矽力-ky⊕\">5万点很快就会来？金像电、建荣、国巨、矽力-ky⊕</a></li>\n <li><a href=\"/new/tw/article-4767.html\" title=\"迅得Q2营收创新高 单季获利可望再成长 全年半导体业务将过半\">迅得Q2营收创新高 单季获利可望再成长 全年半导体业务将过半</a></li>\n <li><a href=\"/new/tw/article-2614.html\" title=\"〈台股开盘〉台积电冲2485元闯新天价 领军大涨逾千点攻破4万7关卡创高\">〈台股开盘〉台积电冲2485元闯新天价 领军大涨逾千点攻破4万7关卡创高</a></li>\n <li><a href=\"/new/tw/article-10192.html\" title=\"营收速报 - 富强鑫(6603)7月营收4.43亿元年增率高达36.56％\">营收速报 - 富强鑫(6603)7月营收4.43亿元年增率高达36.56％</a></li>\n <li><a href=\"/new/tw/article-20020.html\" title=\"辉达预付款锁定美国晶片测试产能京元电子扩产获客户资金支持，AI测试需求持续升温\">辉达预付款锁定美国晶片测试产能京元电子扩产获客户资金支持，AI测试需求持续升温</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-11T04:34:53.000Z",
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