EPISODE · Jun 25, 2025 · 7 MIN
🐑ep.018｜銅回收夯、鋰電池接棒！衛司特(6894)搶攻資源循環新藍海!衛司特114年Q1法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
銅回收夯、鋰電池接棒！衛司特(6894)搶攻資源循環新藍海!衛司特114年Q1法說重點摘要 🐑本集重點： 專注電子製造業金屬廢液回收 再生金屬回收（VO）及設備耗材銷售各佔約50%營收 關鍵材料成本優勢、在地化服務與客戶長期合約 AI伺服器帶動半導體/PCB產業銅需求增長，並佈局鋰電池回收 2025年Q1營收創新高，對全年樂觀 🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。 -- Hosting provided by SoundOn
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🐑ep.018｜銅回收夯、鋰電池接棒！衛司特(6894)搶攻資源循環新藍海!衛司特114年Q1法說重點摘要
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