電路板專利2023年上市-Invest Germany - 3037欣興

IC載板暨印刷電路板（PCB）大廠欣興(3037)股價20日下探156.5元的近8月低點，3個半月修正達4成，今（21）日跟隨大盤同步開高反彈，在買盤敲進下放量勁揚7.94％至170元，終場上漲7.62％、收於169.5元。三大法人昨日轉站多方，反手買超1316張。
欣興2022年首季歸屬母公司稅後淨利56.66億元，季增達13.42％、年增近1.6倍，每股盈餘（EPS）3.85元，連3季改寫新高。5月自結合併營收121.55億元，月增8.95％、年增51.45％，連3月創高，累計前5月合併營收540.24億元，年增達43.24％，續創同期新高。
投顧法人表示，昆山鼎鑫及欣興同泰貢獻欣興合併營收約13％，受中國大陸封控影響，2公司4月營收約下滑5～10億元，但因載板新產能開出挹注營收約11億元，使5月營收續「雙升」創高，表現優於預期，對此調升第二季營收預期，預期可望季增約16％。
欣興董事長曾子章日前股東會時坦言，近期部份市場需求確有波動，使ABF載板供給缺口較先前略降，公司今年對載板漲價有踩煞車。不過，公司聚焦產品市場需求影響不大，今年營收逐季成長無虞，未來至少1～2年的客戶訂單需求及交期均未見調整，維持不錯狀況。
投顧法人認為，受通膨、下半年消費電子需求回升有疑慮等因素影響，使欣興近期股價回檔，但因第二季營收有望優於預期，對此調升今年獲利預期9％。而載板市場儘管缺口略降，但仍處於供不應求狀態，故維持「增加持股」評等、惟目標價自326元調降至295元

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The stock price of Xinxing (3037), a major IC carrier board and printed circuit board (PCB) manufacturer, dropped to a low of 156.5 yuan in August on the 20th, and the correction reached 40% in 3 and a half months. In the buying order, the decentralization volume surged 7.94% to 170 yuan, and finally rose 7.62% to close at 169.5 yuan. The three major legal persons transferred to many parties yesterday and bought over 1,316 backhands.

Xinxing’s after-tax net profit attributable to the parent company in the first quarter of 2022 was 5.666 billion yuan, a quarterly increase of 13.42% and an annual increase of nearly 1.6 times. In May, the self-consolidated consolidated revenue was 12.155 billion yuan, a monthly increase of 8.95% and an annual increase of 51.45%, a record high for three consecutive months.

The investment consultant said that Kunshan Dingxin and Xinxing Tongtai contributed about 13% of Xinxing’s combined revenue. Affected by the blockade and control in mainland China, the company’s revenue in April fell by about 500 million to 1 billion yuan, but due to the new production capacity of the carrier board The revenue from the injection was about 1.1 billion yuan, which made the revenue in May continue to "double up" and the performance was better than expected. In this regard, the revenue forecast for the second quarter was raised, and it is expected to increase by about 16% quarter-on-quarter.

Zeng Zizhang, chairman of Xinxing, said frankly at the shareholders' meeting a few days ago that some market demand has indeed fluctuated recently, which has made the supply gap of ABF carrier boards slightly lower than before. The