南亞科(2408)Q3單季轉盈背後：鉅額匯損、長短債互換與157億資本支出承諾的財務取捨

from 財報不求人 · host 少年股投

🎧 南亞科 Q3 財報解析：記憶體產業的破浪者，從虧損走向轉機南亞科技（2408）公布 2025 年第三季合併財報，這季的表現可說是「從逆風中找到浮力」。儘管今年前九個月仍處於淨虧損，但第三季營收與獲利大幅反彈，成功單季轉虧為盈。本集帶你看懂： 💡 營收暴衝 131%，單季由虧轉盈，每股盈餘 0.50 元 💰 165 億長期借款啟動，為下一波資本支出與技術升級預作準備 🏭 DRAM 為主力產品，香港、台灣與中國仍是三大市場 🌍 碳費負債準備近億，氣候變遷法讓 ESG 成本正式入帳 📊 權益下降、負債上升，但現金流仍支撐投資節奏整體來看，南亞科就像一艘在記憶體價格浪潮中重新調整航向的貨船。儘管全年仍是逆風航行，但第三季的成績單，已經讓這艘船的船頭重新指向成長與復甦的方向。 -- Hosting provided by SoundOn

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南亞科(2408)Q3單季轉盈背後：鉅額匯損、長短債互換與157億資本支出承諾的財務取捨

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