高盛：明年底目标金价下调至4800美元/盎司

yun2025

高盛：明年底目标金价下调至4800美元/盎司

欣兴前十月营收1519.72亿新台币，10月同比增长67.62%

欣兴电子（3037）披露的最新月营收为189.86亿新台币，对应2026年10月。去年同期为113.27亿新台币，一年间增加76.59亿新台币。与上月相比，收入从186.51亿新台币变为189.86亿新台币，增幅为1.8%。

把观察期扩至1至10月，公司累计收入为1519.72亿新台币，去年前十个月为1078.77亿新台币，累计同比增长40.88%。剔除10月后，今年前九个月合计1329.86亿新台币，上年同期为965.5亿新台币。计入10月后，累计同比变动率较前九个月提高了3.14个百分点。公司说明，产能及客户需求增加。

8月该公司收入为177.46亿新台币，9月环比增长5.1%。10月占今年前十个月收入的12.49%，去年同月占当年前十个月的10.5%。截至11月8日，表中44家已披露且可作同比比较的电子零组件业企业，10月营收同比变动率的中位数为25.63%。

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