野村：“蓝色浪潮”冲击美国数据中心，中国AI反而受益

yun2025

野村：“蓝色浪潮”冲击美国数据中心，中国AI反而受益

华德动能-创前十月营收26.58亿新台币，10月同比下降49.27%

华德动能科技（2237）披露的最新月营收为1.27亿新台币，对应2026年10月。去年同期为2.51亿新台币，一年间减少1.24亿新台币。与上月相比，收入从1.5亿新台币变为1.27亿新台币，降幅为14.94%。

把观察期扩至1至10月，公司累计收入为26.58亿新台币，去年前十个月为16.18亿新台币，累计同比增长64.27%。剔除10月后，今年前九个月合计25.31亿新台币，上年同期为13.68亿新台币。计入10月后，累计同比变动率较前九个月降低了20.82个百分点。公司说明，本月销售电动巴士6辆及维修收入。

8月该公司收入为2.93亿新台币，9月环比下降48.88%。10月占今年前十个月收入的4.79%，去年同月占当年前十个月的15.5%。截至11月8日，表中10家已披露且可作同比比较的汽车工业企业，10月营收同比变动率的中位数为-5.39%。

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