华勤技术三季报解读：业务结构切换与AI算力第二曲线的确立及验证

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华勤技术三季报解读：业务结构切换与AI算力第二曲线的确立及验证

今国光前十月营收47.68亿新台币，10月同比增长48.87%

今国光学工业（6209）披露的最新月营收为6.04亿新台币，对应2026年10月。去年同期为4.06亿新台币，一年间增加1.98亿新台币。与上月相比，收入从6.69亿新台币变为6.04亿新台币，降幅为9.73%。

把观察期扩至1至10月，公司累计收入为47.68亿新台币，去年前十个月为28.35亿新台币，累计同比增长68.17%。剔除10月后，今年前九个月合计41.64亿新台币，上年同期为24.3亿新台币。计入10月后，累计同比变动率较前九个月降低了3.22个百分点。公司说明，客户需求增加。

8月该公司收入为5.57亿新台币，9月环比增长20.12%。10月占今年前十个月收入的12.66%，去年同月占当年前十个月的14.3%。截至11月8日，表中28家已披露且可作同比比较的光电业企业，10月营收同比变动率的中位数为15.1%。

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