2027年翻新内存占新手机7%至9% 入门机将成为重灾区

yun2025

2027年翻新内存占新手机7%至9% 入门机将成为重灾区

凯美10月营收同比增长45.31%，环比下降15.06%

凯美电机（2375）10月实现营业收入5.88亿新台币。按月看，9月同一指标为6.92亿新台币，本月环比下降15.06%。按年看，去年10月收入4.04亿新台币，本月较这一基数增加1.83亿新台币，同比增长45.31%。

把观察期扩至1至10月，公司累计收入为55.64亿新台币，去年前十个月为46.1亿新台币，累计同比增长20.69%。剔除10月后，今年前九个月合计49.76亿新台币，上年同期为42.05亿新台币。计入10月后，累计同比变动率较前九个月提高了2.37个百分点。

8月该公司收入为6.54亿新台币，9月环比增长5.8%。10月占今年前十个月收入的10.56%，去年同月占当年前十个月的8.77%。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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