野村：“蓝色浪潮”冲击美国数据中心，中国AI反而受益
野村：“蓝色浪潮”冲击美国数据中心，中国AI反而受益华夏前十月营收82.13亿新台币，10月同比增长46.98%
华夏海湾塑料（1305）披露的最新月营收为8.2亿新台币，对应2026年10月。去年同期为5.58亿新台币，一年间增加2.62亿新台币。与上月相比，收入从7.4亿新台币变为8.2亿新台币，增幅为10.87%。
把观察期扩至1至10月，公司累计收入为82.13亿新台币，去年前十个月为79.43亿新台币，累计同比增长3.4%。剔除10月后，今年前九个月合计73.93亿新台币，上年同期为73.85亿新台币。计入10月后，累计同比变动率较前九个月提高了3.29个百分点。
8月该公司收入为6.82亿新台币，9月环比增长8.41%。10月占今年前十个月收入的9.99%，去年同月占当年前十个月的7.02%。截至11月8日，表中8家已披露且可作同比比较的塑料工业企业，10月营收同比变动率的中位数为38.43%。
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