中信建投：当前国内外化工产能周期共振条件已经满足

yun2025

中信建投：当前国内外化工产能周期共振条件已经满足

悦城前十月营收42.6万新台币，10月同比下降72%

悦城科技（6405）披露的最新月营收为1.4万新台币，对应2026年10月。去年同期为5万新台币，一年间减少3.6万新台币。与上月相比，收入从15.2万新台币变为1.4万新台币，降幅为90.79%。

把观察期扩至1至10月，公司累计收入为42.6万新台币，去年前十个月为74.7万新台币，累计同比下降42.97%。剔除10月后，今年前九个月合计41.2万新台币，上年同期为69.7万新台币。计入10月后，累计同比变动率较前九个月降低了2.08个百分点。公司说明，系本月出货减少所致。

8月该公司收入为1.1万新台币，9月环比增长1281.82%。10月占今年前十个月收入的3.29%，去年同月占当年前十个月的6.69%。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%。

https://lightroom.adobe.com/shares/3d9b6aac15bffb4b932a1533f1b5b2a4
https://lightroom.adobe.com/shares/96fa7bc54503854ea0bb5610df2ef2ba
https://lightroom.adobe.com/shares/23c7e64a9a39214bb0b818f62bcf2288
https://lightroom.adobe.com/shares/49d5698db620494695c46378f3c9745e
https://lightroom.adobe.com/shares/0792150c7bcc76489e320d67092519a5
https://lightroom.adobe.com/shares/1562ede6c7fb144b8b59a410f22cf4e0
https://lightroom.adobe.com/shares/c09fadd47b732043a595256bceaf5903
https://lightroom.adobe.com/shares/40acc8c2bf8ed2439668ef3558aee560
https://lightroom.adobe.com/shares/c64dfeae06f953428aad713978143a1a
https://lightroom.adobe.com/shares/693c9b9973ab9540acf3ba420704a155
https://lightroom.adobe.com/shares/deb9605c59e17c4fb57dfb4f7e669c7d
https://lightroom.adobe.com/shares/28be541dec9085428fcebf9c6ebbb587
https://lightroom.adobe.com/shares/0c4ebd61b9ed594eb716a823e9ff475c
https://lightroom.adobe.com/shares/46aba8d40b44244ead729ad7899ecc37
https://lightroom.adobe.com/shares/de5f180cff895b45bd2bd0a88af3e86f
https://lightroom.adobe.com/shares/cf01272b1635e048b85b443a67994e8d
https://lightroom.adobe.com/shares/598ef65ed6cf594e82a07a5559226a83
https://lightroom.adobe.com/shares/4e1cdc21ba144448a7c469e010ddf76c
https://lightroom.adobe.com/shares/37748d39e49ddc42b6c5418aceff1632
https://lightroom.adobe.com/shares/e59258da3200f64299d3a8cf0ebf1d41
https://lightroom.adobe.com/shares/420a8eb8f90c654785406b7e6787cb05
https://lightroom.adobe.com/shares/b62a8767b2a9804eb5e19935e8f3b4a2
https://lightroom.adobe.com/shares/735bb8b866435d46be18421b45e2b0f3
https://lightroom.adobe.com/shares/e2baf85d10e904418be6270b015e0a75
https://lightroom.adobe.com/shares/1a9954c1f6423440b2e640ce98314932
https://lightroom.adobe.com/shares/693984068479044cb66c6e52e46908e8
https://lightroom.adobe.com/shares/d53030f92490c04da2b0f2dd418d7966
https://lightroom.adobe.com/shares/320019c1c66a014eab49fe34f2b34fbf
https://lightroom.adobe.com/shares/9bc1d3ae194d6a4ab9bde8df6dde34a2
https://lightroom.adobe.com/shares/d93f89e3b82af242aed2e48e9bb1288d
https://lightroom.adobe.com/shares/180ca19807ad4847bbee149629096267
https://lightroom.adobe.com/shares/018ebfc1db2d2f40a4861e25a9ab06ee
https://lightroom.adobe.com/shares/3e3ffe8a557c00469d1896fd9110bb61
https://lightroom.adobe.com/shares/cc287009e59ea9409f661dd4e3a87c36
https://lightroom.adobe.com/shares/edbf616f2a2c0c4fa940ed3d5ed5fff2
https://lightroom.adobe.com/shares/374cd441f64e3442aa98712a865d96cb
https://lightroom.adobe.com/shares/7985e3a7ff4c7f46ba7b4345a2a27379
https://lightroom.adobe.com/shares/dc7ef69ba25cf747a52c367bd9e2eb32
https://lightroom.adobe.com/shares/e32d673bfd912e4c9144f553310614c0
https://lightroom.adobe.com/shares/d0212135eccaf04c93776008e736a64b
https://lightroom.adobe.com/shares/cf0880d4cb51db479da9e76efb499ac6
https://lightroom.adobe.com/shares/922fa3edca8c694aab70c0d08fd798f1
https://lightroom.adobe.com/shares/1488c27a476ded44b95ea029135f6c89
https://lightroom.adobe.com/shares/71f9ac024f40344283c18a31a0cd3457
https://lightroom.adobe.com/shares/3f423c839b7c824f9c68c54b4bc184b8
https://lightroom.adobe.com/shares/5302d0b308303e4abc162fdb9c70ab75
https://lightroom.adobe.com/shares/28b51a2fc4c4ba4ba9f20ffc3b45c72c
https://lightroom.adobe.com/shares/97050487ae89c542a74fd8e92833e257
https://lightroom.adobe.com/shares/b1637ab844d6154da3e146ca51e7fe2e
https://lightroom.adobe.com/shares/f89689a99446684bba5b8aedc0ccb89b