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

京元电子前十月营收379.02亿新台币，10月同比增长29.47%

京元电子（2449）披露的最新月营收为44.26亿新台币，对应2026年10月。去年同期为34.19亿新台币，一年间增加10.08亿新台币。与上月相比，收入从40.71亿新台币变为44.26亿新台币，增幅为8.72%。

把观察期扩至1至10月，公司累计收入为379.02亿新台币，去年前十个月为283.87亿新台币，累计同比增长33.52%。剔除10月后，今年前九个月合计334.76亿新台币，上年同期为249.68亿新台币。计入10月后，累计同比变动率较前九个月降低了0.55个百分点。

8月该公司收入为40.8亿新台币，9月环比下降0.21%。10月占今年前十个月收入的11.68%，去年同月占当年前十个月的12.04%。截至11月8日，表中50家已披露且可作同比比较的半导体业企业，10月营收同比变动率的中位数为29.16%。

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