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電池雙雄連袂反彈

Oct 3rd 2013, 05:43

蘋果產品進入出貨高峰，激勵電池雙雄新普、順達今天連袂展開反彈，盤中漲幅均超過半根停板。其中新普更爆量創近1年來新高價。

電池模組廠走過低迷的第2季，9月可望在蘋果多款新機齊發帶動下，推動營收顯著成長。法人看好電池雙雄第4季表現，不過，日前大陸供應鏈再度傳出缺工問題，是否衝擊後續出貨進度仍需進一步觀察。

新普第3季財測預估營收約落在新台幣148至152億元，季增率為30%；以此估算，新普9月營收月增率有機會超越2成。法人預估，順達第3季營收季增有機會超越3成。

新普預估，第3季稅後獲利約8.62至8.98億元，季增3成，單季每股盈餘2.8至2.91元。

新普今天開平一路震盪走高，截至1時止，股價最高來到152.5元，創下近一年來新高價，量能快速擴大到超過6000張，同樣創下一年多來最大量，人氣見到回籠，外資已持續3個月站在買方。順達同樣開平走高，盤中最高來到87.6元，量能也見到快速擴大。

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