转债遭遇“逆风”，“抗跌” 反陷高估值困境，部分高价券10月以来跌超50%

yun2025

转债遭遇“逆风”，“抗跌” 反陷高估值困境，部分高价券10月以来跌超50%

可宁卫*披露10月收入，较9月减少1880.9万新台币

公开资讯观测站的10月数据列出，可宁卫（8422）单月营业收入6.9亿新台币，同比增长100.88%。公司去年同月营收为3.43亿新台币。今年9月为7.09亿新台币，10月比9月减少1880.9万新台币。

把观察期扩至1至10月，公司累计收入为60.57亿新台币，去年前十个月为41.3亿新台币，累计同比增长46.66%。剔除10月后，今年前九个月合计53.67亿新台币，上年同期为37.87亿新台币。计入10月后，累计同比变动率较前九个月提高了4.92个百分点。

8月该公司收入为7.01亿新台币，9月环比增长1.13%。10月占今年前十个月收入的11.39%，去年同月占当年前十个月的8.32%。截至11月8日，表中7家已披露且可作同比比较的绿能环保企业，10月营收同比变动率的中位数为26.7%。

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