EPISODE · Feb 24, 2026 · 12 MIN
🐑ep.193｜HVDC.高規化.全球製造,松川精密(7788)搶進能源轉型的關鍵角色!松川精密114年Q4法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
HVDC.高規化.全球製造,松川精密(7788)搶進能源轉型的關鍵角色!松川精密114年Q4法說重點摘要 🐑本集重點： 成功轉型新能源與 AI 領域，目標營收佔比達 70% 具備高度垂直整合能力與全球韌性供應鏈（台、中、越、印、墨） 技術升級 HVDC 高壓直流，搶攻高單價 (ASP) 利基市場 2026 年展望樂觀，預估營收雙位數成長與毛利回升 🐑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.193｜HVDC.高規化.全球製造,松川精密(7788)搶進能源轉型的關鍵角色!松川精密114年Q4法說重點摘要
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