賣地 20 億,順達(3211)轉型 AI 電池 episode artwork

EPISODE · Dec 19, 2025 · 13 MIN

賣地 20 億,順達(3211)轉型 AI 電池

from 財報不求人 · host 少年股投

一、公司與產品 順達科技主要從事鋰電池組生產與銷售,營收占比高達 99.9%,產品應用涵蓋筆電、平板、伺服器備援電池模組(BBU)、儲能系統及輕型電動載具。 113 年主要市場集中在美國(52.8%)與台灣(41.3%)。 二、114 年前三季(截至 9/30) • 累計營收 92.35 億元 • 淨利 9.96 億元 • EPS 6.53 元 三、產能布局與土地開發 • 泰國廠已量產並通過客戶認證,正規劃二廠並提升自動化 • 越南與台灣廠擴充非消費性產品產能,因應地緣政治需求 • A7 產業專區: -住宅合建案已完成過戶並入帳 -廠辦大樓預計 114 年上半年取得使用執照並啟動出租 -- Hosting provided by SoundOn

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賣地 20 億,順達(3211)轉型 AI 電池

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