华安证券尹沿技：科技已具备估值修复和重新定价长期价值的条件

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华安证券尹沿技：科技已具备估值修复和重新定价长期价值的条件

华凌10月营收2.09亿新台币，同比增长34.01%

华凌光电（6916）的10月营业收入为2.09亿新台币。与9月的2.52亿新台币相比，收入减少4337.3万新台币，环比下降17.19%。去年10月的比较基数为1.56亿新台币，按同一月份计算，今年同比增长34.01%。

把观察期扩至1至10月，公司累计收入为20.99亿新台币，去年前十个月为16.76亿新台币，累计同比增长25.26%。剔除10月后，今年前九个月合计18.9亿新台币，上年同期为15.2亿新台币。计入10月后，累计同比变动率较前九个月提高了0.9个百分点。

8月该公司收入为2.43亿新台币，9月环比增长3.78%。10月占今年前十个月收入的9.95%，去年同月占当年前十个月的9.3%。截至11月8日，表中28家已披露且可作同比比较的光电业企业，10月营收同比变动率的中位数为15.1%。

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