月營收與財報Monthly Revenue & Earnings·2026-09-09·約 2 分鐘about 2 min read
台股 8 月營收密集出爐 怡華與文曄等電子建工族群營運大幅躍升August Revenues Surge Across Taiwan Equities as Tech and Construction Names Post Strong Gains
多家上市櫃公司公布 2026 年 8 月最新營收數據，半導體設備、電子通路與營建工程類股成長動能顯著，亦有多家指標個股獲機構調升獲利預期。Listed companies report robust August 2026 revenue figures, led by semiconductor equipment, electronic component distribution, and construction engineering, while institutional analysts lift earnings estimates for key names.
半導體通路大廠文曄公布 2026 年 8 月營收數據。文曄單月營收達到 1,983.84 億元，較前 1 年同期呈現顯著擴張，年增率高達 98.21%。文曄盤後股價在公布當日收在 191.5 元。市場需求規模擴展與業務挹注，帶動文曄單月營收逼近 2,000 億元大關。文曄的營收規模，在當日公布營收的電子通路族群中位居首位。Leading semiconductor distributor WT Microelectronics reported August 2026 revenue of NT$198.38 billion, surging 98.21% year on year. Shares closed at NT$191.50 in after-hours trading on the day of the release. Driven by broader market demand expansion and business momentum, monthly revenue approached the NT$200 billion threshold, ranking highest among electronic component distributors reporting revenue that day.
無塵室及機電統包工程廠洋基工程公布最新營運成果。洋基工程 2026 年 8 月合併營收達 52.87 億元，營收規模呈現倍數以上擴充。這項成績與去年同期相比，年增率高達 213.7%。營收公告後，洋基工程當日盤後股價來到 619 元。半導體與高科技廠房擴建需求，帶動相關工程施作進度，直接推升了單月營運動能。Cleanroom and electromechanical turnkey engineering contractor Yankey Engineering reported consolidated revenue of NT$5.29 billion for August 2026, up 213.7% year on year, more than doubling from the prior-year period. Following the announcement, shares closed at NT$619. Progress on ongoing projects fueled by semiconductor and advanced technology fab expansion drove the monthly top-line expansion.
營建業者怡華公布最新營收成績。怡華 2026 年 8 月單月營收達 22.32 億元，較前 1 年同期大幅飆升 6526.08%。怡華這項成長幅度，位居當日公布營收的所有企業之冠。建案認列與交屋入帳的資金挹注，帶動怡華營運表現劇烈跳增。當日盤後交易中，怡華股票價格則收在 14.05 元。Construction and development firm I-Hwa Industrial posted August 2026 revenue of NT$2.23 billion, a 6,526.08% surge from a year earlier, leading all reporting companies in growth on the day. Revenue recognition and property handovers drove the sharp operational jump. Shares closed at NT$14.05 in after-hours trading.
半導體設備廠京鼎於 9 日召開法人說明會，說明最新產能布局與營運展望。京鼎指出，泰國春武里新廠自 7 月起已開始逐步放量。公司配合產品組合調整策略，預期第 3 季營收表現將較第 2 季成長並續創新高。產品組合持續優化與新廠經濟規模效應，將帶動京鼎下半年整體營收表現，優於上半年水準。Semiconductor equipment maker Foxsemicon Integrated Technology held an institutional investor conference on the 9th to outline its capacity footprint and business outlook. The company noted that its new facility in Chonburi, Thailand, began ramping output in July. Combined with product mix optimization, third-quarter revenue is expected to grow sequentially and set a new quarterly high. Foxsemicon said that ongoing portfolio enhancement and economies of scale from the new plant should lift second-half revenue above first-half levels.
軸承零組件廠富世達獲得外部機構調升營運評估。FactSet最新調查數據顯示，市場分析團隊調高了對富世達的每股盈餘（EPS）預估值。機構將富世達的預估EPS正式上修至 61.85 元。相關分析機構針對富世達的獲利展望、預估營收以及歷史營運表現，進行了全面性的數值修正作業。Hinge and mechanical component maker Fosera saw upward earnings revisions from institutional analysts. According to the latest FactSet consensus survey, market analysts raised their forecast for Fosera's earnings per share to NT$61.85, accompanied by a target price of NT$2,650. Institutions conducted comprehensive revisions across earnings outlooks, projected revenues, and historical operating metrics.
RFID解決方案供應商韋僑公布財務及營收數據。韋僑 2026 年上半年每股盈餘（EPS）達到 3.62 元。韋僑遷入新廠的效益持續發酵，醫療應用領域需求也同步回升。這 2 大動能帶動韋僑自 2025 年第 4 季起，單季營收連續 3 季改寫歷史新高紀錄。韋僑最新公布的 2026 年 8 月營收達到 1.71 億元，改寫單月歷史次高表現，延續了強勁的營運動能。RFID solution provider SecuX Technology reported first-half 2026 earnings per share of NT$3.62. Benefits from relocation to its new manufacturing facility continued to materialize, complemented by a rebound in medical application demand, driving quarterly revenue to consecutive record highs for three straight quarters since the fourth quarter of 2025. August 2026 revenue reached NT$171 million, the second-highest monthly figure on record, sustaining strong operating momentum.
居家用品業者嘉威生活於 9 日公布營收數據。嘉威生活 2026 年 8 月營收為 2.61 億元，繳出月增 24.15%、年增 17.9%的成績，呈現月年雙增格局。嘉威生活累計 2026 年 1 至 8 月營收共計 28.67 億元，較前 1 年同期減少 8.85%。旺季營運動能增溫，帶動嘉威生活單月營運表現，累計營收的下滑幅度正在逐步收斂。Housewares supplier Chia Wei Lifestyle reported August 2026 revenue of NT$261 million on the 9th, up 24.15% month on month and 17.9% year on year. Cumulative revenue from January through August 2026 totaled NT$2.87 billion, down 8.85% from the same period last year, though the rate of cumulative decline continues to narrow as peak-season operational momentum builds.
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