光大策略：外部扰动与政策托底拉锯 市场或震荡筑底

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光大策略：外部扰动与政策托底拉锯 市场或震荡筑底

全坤建前十月营收13.76亿新台币，10月同比增长5.29%

全坤建设开发（2509）披露的最新月营收为2184.2万新台币，对应2026年10月。去年同期为2074.4万新台币，一年间增加109.8万新台币。与上月相比，收入从2722.6万新台币变为2184.2万新台币，降幅为19.78%。

把观察期扩至1至10月，公司累计收入为13.76亿新台币，去年前十个月为2.15亿新台币，累计同比增长540.76%。剔除10月后，今年前九个月合计13.55亿新台币，上年同期为1.94亿新台币。计入10月后，累计同比变动率较前九个月降低了57.24个百分点。

8月该公司收入为1.26亿新台币，9月环比下降78.43%。10月占今年前十个月收入的1.59%，去年同月占当年前十个月的9.66%。截至11月8日，表中8家已披露且可作同比比较的建材营造企业，10月营收同比变动率的中位数为110.01%。

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