工业硅周评：供需收缩延续 成本托底显现

yun2025

工业硅周评：供需收缩延续 成本托底显现

元祯前十月营收79.69亿新台币，10月同比增长39.6%

元祯企业（1725）披露的最新月营收为7.41亿新台币，对应2026年10月。去年同期为5.31亿新台币，一年间增加2.1亿新台币。与上月相比，收入从9.07亿新台币变为7.41亿新台币，降幅为18.29%。

把观察期扩至1至10月，公司累计收入为79.69亿新台币，去年前十个月为67.68亿新台币，累计同比增长17.74%。剔除10月后，今年前九个月合计72.28亿新台币，上年同期为62.38亿新台币。计入10月后，累计同比变动率较前九个月提高了1.86个百分点。

8月该公司收入为8.53亿新台币，9月环比增长6.31%。10月占今年前十个月收入的9.3%，去年同月占当年前十个月的7.84%。截至11月8日，表中10家已披露且可作同比比较的化学工业企业，10月营收同比变动率的中位数为19%。

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