中美晶母以子貴 Q2營收173億元創高 上半年同寫新猷

太陽能矽晶圓廠中美晶 (5483-TW) 今 (9) 日公告 6 月合併營收 57.34 億元,月減 2.2%,年增 10.9%;第 2 季合併營收 173.08 億元,季增 2.5%,年增 23.5%,創單季營收新高;前 6 個月累計營收 342 億元,年增 23.9%,同樣寫下歷年同期新猷。

中美晶指出,6 月太陽能產品營收 7.32 億元,月減 32.5%,年減 29.7%,若以第 2 季來看,太陽能產品合併營收達 29.52 億元,較上季略衰退 1.2%,但年增 5%。

中美晶表示,受到中國太陽能補貼計畫新政衝擊,加上中美貿易戰爭束縛,使景氣原就疲弱的太陽能產業,市況更加低迷,目前積極進行太陽能電站規劃建置,以提升產品出海口。

目前中美晶矽晶圓產能利用率不到 5 成,剛好環球晶 (6488-TW) 等集團半導體矽晶圓廠有人力需求,在 531 新政公布後,從 6 月起的半年時間內,暫時將中美晶部分人力轉調至半導體業務工作。電池業務部分,到 6 月底為止單晶電池都是滿載生產,7 月訂單量仍佳。

目前環球晶約占中美晶營收 85%,環球晶 6 月合併營收達 50.06 億元,再創歷史新高,已為連續 10 季營收成長,可望持續提升中美晶獲利表現。

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阿淦正撰: 中美晶母以子貴 Q2營收173億元創高 上半年同寫新猷
中美晶母以子貴 Q2營收173億元創高 上半年同寫新猷
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