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"description": "受到关税政策明朗化以及全球市场库存去化告一段落影响，铅酸蓄电池大厂广隆(1537-TW)发表最新营运展望。回顾先前受到美洲关税风险影响，客户下单态度普遍保守，但随着关税争议解套，美洲客户补货力道强劲回升，带动整体营运稳健向上。目前接单能见度已清晰看至第四季，预估今年整体出货量将有机会重回8万吨以上的高点水准。 针对市场关注锂电池是否会全面取代传统铅酸电池的疑虑，广隆指出，铅酸电池虽然能量密度较低，但拥有极高的「性价比」与「安全性」，且不会出现过热或膨胀等自燃风险。更重要的是，铅酸电池已拥有极为成",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6548020/o/db44d83ffcaa782027d543383311a83e.jpg\" alt=\"Source: Magnific\" /><p>受到关税政策明朗化以及全球市场库存去化告一段落影响，铅酸蓄电池大厂广隆(1537-TW)发表最新营运展望。回顾先前受到美洲关税风险影响，客户下单态度普遍保守，但随着关税争议解套，美洲客户补货力道强劲回升，带动整体营运稳健向上。目前接单能见度已清晰看至第四季，预估今年整体出货量将有机会重回8万吨以上的高点水准。</p>\n<p>针对市场关注锂电池是否会全面取代传统铅酸电池的疑虑，广隆指出，铅酸电池虽然能量密度较低，但拥有极高的「性价比」与「安全性」，且不会出现过热或膨胀等自燃风险。更重要的是，铅酸电池已拥有极为成熟完善且可回收的循环体系，在环保法规日益严格的趋势下，反而展现出极强的抗跌性与竞争优势。此外，在不断电系统(UPS)与资料处理中心的应用上，许多客户基于安全考量，依旧将铅酸电池列为首选。</p>\n<p>为了因应亮眼的订单需求并解决东南亚厂区近期面临的缺工压力，公司正积极导入自动化生产线，以有效提升产能。同时，受惠于美系客户逐步转型为平台商，并规划关闭部分自有厂房，进而释出大量代工需求，公司已计划斥资近亿元台币重启台湾厂区的扩建与设备翻修。预计相关新产线将于明年下半年逐步投产，初期每月可望贡献数千万元营收，为长远发展注入全新动能。</p><p>※ 本文经「优分析」授权转载，原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/3157252297\">原文连结</a>\n <br>※ 免责声明：文中所提的个股、基金、期货商品内容仅供参考，并非投资建议，投资人应独立判断，审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-16048.html\" title=\"安泰银高资产财管业务正式启动 深化家族传承与企业接班\">安泰银高资产财管业务正式启动 深化家族传承与企业接班</a></li>\n <li><a href=\"/new/tw/article-15472.html\" title=\"巨亨速报 - Factset 最新调查：富世达(6805-TW)EPS预估上修至62.42元，预估目标价为2650元\">巨亨速报 - Factset 最新调查：富世达(6805-TW)EPS预估上修至62.42元，预估目标价为2650元</a></li>\n <li><a href=\"/new/tw/article-9117.html\" title=\"364万人快刷存折！首批退税总金额610亿元今入帐\">364万人快刷存折！首批退税总金额610亿元今入帐</a></li>\n <li><a href=\"/new/tw/article-20146.html\" title=\"〈焦点股〉普鸿拚资安商机 自研后量子密码演算获认证 股价涨停\">〈焦点股〉普鸿拚资安商机 自研后量子密码演算获认证 股价涨停</a></li>\n <li><a href=\"/new/tw/article-9904.html\" title=\"营收速报 - 中菲行(5609)7月营收32.69亿元年增率高达37.78％\">营收速报 - 中菲行(5609)7月营收32.69亿元年增率高达37.78％</a></li>\n <li><a href=\"/new/tw/article-17778.html\" title=\"森崴能源旗下富崴董事会通过破产申请案 主张台电应退还60亿元考虑提起诉讼\">森崴能源旗下富崴董事会通过破产申请案 主张台电应退还60亿元考虑提起诉讼</a></li>\n </ul>\n</div>",
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