EPISODE · Mar 29, 2026 · 17 MIN
🐑ep.214｜中東油價飆升助攻！中碳(1723)獲利強彈，AI BBU＋SiC雙引擎啟動!中碳114年Q4法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
中東油價飆升助攻！中碳(1723)獲利強彈，AI BBU＋SiC雙引擎啟動!中碳114年Q4法說重點摘要 🐑本集重點： 受惠油價與苯價上漲，2026年第一季獲利強勁反彈 先進碳材料成功切入 AI 伺服器 BBU 供應鏈並啟動擴產 受惠中國石墨出口管制轉單契機，積極佈局 SiC 半導體市場 小港廠污染整治解除列管，大幅節省營運成本 碳材料業務重新佈局，預期今年出貨量將大幅成長 40% 到 50% 🐑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.214｜中東油價飆升助攻！中碳(1723)獲利強彈，AI BBU＋SiC雙引擎啟動!中碳114年Q4法說重點摘要
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