群翊獲利 可望逐季揚
Date: 2019-07-22
News Type:
PCB與半導體相關設備商群翊(6664)進入傳統旺季,公司並積極跟隨客戶群需求成長,開拓車用電子布局。法人看好群翊配合一線國際級客戶需求,下半年營收與獲利皆有望逐季成長。
歷年第3季是設備業傳統旺季,群翊看好車用電子將是下一個蘋果鏈,積極開發相關新產品線,群翊董事長陳安順先前預告,景氣觀察較年初看來已趨於正面樂觀,主要是看到更多新亮點,群翊長期跟隨客戶經營新領域,未來三至五年營運表現都不會太差。
陳安順說,因為國際級客戶的需求推動,讓生意做不完,今年感覺不得不擴產,因為不僅是單一領域,而是5G網通、汽車電子、半導體等三大市場需求同步轉強。
陳安順先前預告,公司不擔憂美中貿易戰干擾,東南亞市場持續開拓版圖,都是一流的客戶,同時7月客戶在越南的擴產與新工廠開幕,公司主管也將親自督軍。群翊總經理李榮坤也提到,東南亞市場還有很大的成長空間,主要是配合客戶在東南亞的需求。
群翊創立於1990年,是蘋果、英特爾等欽點設備供應商,致力於塗佈、乾燥、曝光及周邊自動化設備研發製造,塗佈烘烤線市占率已是世界第一,客戶群包辦台日韓前十大面板廠以及陸資一線大廠景旺、勝宏、奧士康、崇達、深南、超聲等訂單加持。(新聞來源:工商時報)
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