国金证券牟一凌：核心蓝筹股的估值水平已经处于历史偏低水平

yun2025

国金证券牟一凌：核心蓝筹股的估值水平已经处于历史偏低水平

亿光前十月营收180.12亿新台币，10月同比增长27.18%

亿光电子工业（2393）披露的最新月营收为18.54亿新台币，对应2026年10月。去年同期为14.58亿新台币，一年间增加3.96亿新台币。与上月相比，收入从19.25亿新台币变为18.54亿新台币，降幅为3.67%。

把观察期扩至1至10月，公司累计收入为180.12亿新台币，去年前十个月为164.72亿新台币，累计同比增长9.35%。剔除10月后，今年前九个月合计161.58亿新台币，上年同期为150.14亿新台币。计入10月后，累计同比变动率较前九个月提高了1.73个百分点。

8月该公司收入为18.63亿新台币，9月环比增长3.32%。10月占今年前十个月收入的10.29%，去年同月占当年前十个月的8.85%。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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