EPISODE · Oct 29, 2025 · 19 MIN
🐑ep.109｜營收成長但毛利承壓？揭密散熱、軍工航太材料的獲利引擎與AI時代的M9材料佈局!騰輝電子KY(6672)114年Q2法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
營收成長但毛利承壓？揭密散熱、軍工航太材料的獲利引擎與AI時代的M9材料佈局!騰輝電子KY(6672)114年Q2法說重點摘要 🐑本集重點： Q2 營收增長但毛利率受成本及產品組合影響下滑 特殊材料貢獻過半營收，散熱與軍工材料為核心利潤來源 佈局泰國擴產能，積極投入高階高速/高頻新材料研發 🐑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.109｜營收成長但毛利承壓？揭密散熱、軍工航太材料的獲利引擎與AI時代的M9材料佈局!騰輝電子KY(6672)114年Q2法說重點摘要
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