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國巨1月營收重返百億元 受惠客戶農曆年前備貨
發布時間：2025/02/07 10:02:25
更新時間：2025/02/07 10:02:25
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被動元件大廠國巨公布1月自結合併營收新台幣102.49億元，月增7.67%，年增2.28%，單月營收重返百億大關。國巨指出，1月受農曆新年假期工作日較少影響，但大中華區客戶在農曆年前增加備貨，挹注營收表現。
展望未來，國巨表示，地緣政治重大不確定性依然存在，客戶庫存已逐漸達到健康水準，公司對未來經濟情況相對審慎樂觀，持續密切關注市場動態。
市場人士分析，國巨（2327）今年與人工智慧（AI）伺服器相關產品需求成長強勁，包括高分子電容（Polymer）、電感和電阻等產品線，將持續受惠AI伺服器拉貨成長。
（中央社）
