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"content": "<p>光学元件厂亚光(3019-TW)今(4)日公布最新财报获利资讯，2026年第三季税后纯益8.39亿元，季增56%，年增61%，每股纯益达3元，创同期新高，2026年 1-3季税后纯益16.7亿元，也创同期新高，年增8.44%，每股纯益达5.98元。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6646282/l/76ad755f66a303d72b1faa7d0323d3e7.jpg\" alt=\"亚光Q3纯益8.39亿元EPS达3元创高 前3季每股赚5.98元\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>亚光2026年第二季营收78.46亿元，毛利率23%，季增4.61个百分点，年增1个百分点，2026年第三季税后纯益8.39亿元，季增56%，年增61%，每股纯益达3元，创同期新高。</p>\n\n<p>亚光2026年前3季营收220.84亿元，毛利率19.78%，年减0.16个百分点，前3季税后纯益16.7亿元，也创同期新高，年增8.44%，每股纯益达5.98元。</p>\n\n<p>亚光指出，展望第四季，将继续加速AR、VR、Metalens及AI应用产品研发，发挥以AI为主轴的多元产品效益。</p>\n\n<p>亚光并指出，包括运用直接奈米压印(NIL)Metalens先进技术、棱镜、准直镜跨入CPO领域；同时，人形机器人已成为AI大规模落地的重要载体，将全面推广人形机器人镜头，积极展现G+P优势，掌握实体AI发展关键商机；此外，拓展市场至数据中心，并以AI资料中心液冷散热技术，克服AI资料中心日益增长的热管理挑战。</p>\n\n<p>在光学元件厂最新获利部分，玉晶光(3406-TW)自结2026年第三季税后纯益10.92亿元，每股9.69元，加计上半年财报后税后纯益26.69亿元，每股纯益达23.68元。</p>\n\n<p>玉晶光与3M的大举合作，双方合作结合了 3M 在 EBO 技术的领导地位、材料科学、光学设计及全球客户网络，与玉晶光以精密光学镜头制造能力、量产规模及高精度组装技术。玉晶光的生产团队将全力支援 3M EBO 套管（ferrules）、共封装光学（CPO）解决方案及相关光互连模组的量产做准备。</p>\n\n<p>大立光(3008-TW)2026年前三季营收448.6亿元，毛利率46.9%，税后纯益159.76亿元，每股纯益121.98元。</p>\n\n<p>扬明光(3504-TW)财报，2026年第三季税后纯益122万元，季减76.25%，较去年同期由亏转盈，每股纯益0.01元；前三季税后纯益1234万元，每股纯益0.11元，较去年同期由亏转盈。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-5633.html\" title=\"遭「混」巴西豆出包？三级品管破功？石崇良允改革：增设第三方强制抽验、追踪者条款\">遭「混」巴西豆出包？三级品管破功？石崇良允改革：增设第三方强制抽验、追踪者条款</a></li>\n <li><a href=\"/new/tw/article-22373.html\" title=\"91APP遭骇客入侵订单资料库 受害消费者恐近480万人\">91APP遭骇客入侵订单资料库 受害消费者恐近480万人</a></li>\n <li><a href=\"/new/tw/article-11776.html\" title=\"基建潮接棒半导体！AI扩张进入2.0 联博点名台股4大族群最受惠\">基建潮接棒半导体！AI扩张进入2.0 联博点名台股4大族群最受惠</a></li>\n <li><a href=\"/new/tw/article-5675.html\" title=\"营收速报 - 鑫联大投控(3709)6月营收76.15亿元年增率高达72.07％\">营收速报 - 鑫联大投控(3709)6月营收76.15亿元年增率高达72.07％</a></li>\n <li><a href=\"/new/tw/article-16863.html\" title=\"00984D值得投资吗？非投等债ETF规模破百亿，月配息之外还有哪些亮点？\">00984D值得投资吗？非投等债ETF规模破百亿，月配息之外还有哪些亮点？</a></li>\n <li><a href=\"/new/tw/article-15681.html\" title=\"台湾车配实力惊艳法兰克福 324家业者参展抢下47亿元订单\">台湾车配实力惊艳法兰克福 324家业者参展抢下47亿元订单</a></li>\n </ul>\n</div>",
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