欧线跨境电商货量承压 大贸货与AI半导体托举空运传统旺季

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欧线跨境电商货量承压 大贸货与AI半导体托举空运传统旺季

联强10月营收同比增长59.51%，环比下降34.45%

联强国际（2347）10月实现营业收入591.96亿新台币。按月看，9月同一指标为903.09亿新台币，本月环比下降34.45%。按年看，去年10月收入371.1亿新台币，本月较这一基数增加220.86亿新台币，同比增长59.51%。

把观察期扩至1至10月，公司累计收入为6231.71亿新台币，去年前十个月为3220.53亿新台币，累计同比增长93.5%。剔除10月后，今年前九个月合计5639.75亿新台币，上年同期为2849.43亿新台币。计入10月后，累计同比变动率较前九个月降低了4.43个百分点。

8月该公司收入为742.15亿新台币，9月环比增长21.69%。10月占今年前十个月收入的9.5%，去年同月占当年前十个月的11.52%。截至11月8日，表中9家已披露且可作同比比较的电子通路业企业，10月营收同比变动率的中位数为28.06%。

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