欣興、同泰 力拚轉盈
Date: 2018-08-21
News Type:
欣興與旗下同泰營運將先後迎轉機。同泰搭上韓係無線充電軟板需求，本季有望先轉盈， 欣興則因類載板前期投資大，預估轉盈時間點約落在第4季。
同泰是欣興集團與台表科投資的軟板廠，欣興董事長曾子章並兼任同泰董座，近年同泰在非蘋軟板應用開拓國際客戶以外，也跨足MiniLED用載板市場佈局。
業界看好，受惠於配合韓系一線手機廠在無線充電軟板需求本季放量，軟板獲利表現將能彌補載板的前期投資、單季有望實現轉盈，第4季更有望進一步改善營運。
欣興方面，預期在本季產能利用率受惠傳統旺季需求提升，有助營收持續向上，但因類載板與載板的研發投資與管理費用墊高，單季預料在損平至小幅虧損邊緣。
不過，欣興在旗下蘇州廠不再受制於內存缺料，加上黃石廠汽車電子PCB出貨穩定提升，欣興第4季毛利率有望進一步改善，並回升至二位數水平，有助單季營運轉盈，並帶動全年達成獲利目標。 (新聞來源：經濟日報)
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