AHI Journal产业
光电业
光电业的上市柜个股：今日涨跌、成交值与三大法人；点栏名可以换排序。
今日等权涨跌
-1.37%
成分股涨跌的平均
涨／跌／平
20／91／4
共 115 档
成交值
1,091 亿
产业内个股合计
三大法人
+17.8 亿
逐档股数×收盘估算・2026-10-13
成分股月营收年增（近 12 个月）
2026/09 月：114 档中 71 档营收年增为正；年增中位数 +8.0%（前 3 个月中位数 +9.7%）。
26/09 月年增为正71 ／114 档
年增中位数+8%
前 3 个月 +10% ↓
前 3 个月 +10% ↓
成分股年增中位数，近 12 个月
年减年增（颜色越深幅度越大，60% 封顶）
| 公司（营收规模前 24） | 25/10 | 25/11 | 25/12 | 26/01 | 26/02 | 26/03 | 26/04 | 26/05 | 26/06 | 26/07 | 26/08 | 26/09 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2409 友达 | 0 | +3 | +2 | +4 | -17 | +1 | -4 | -1 | +14 | -3 | -6 | -4 |
| 3481 群创 | +8 | -9 | +19 | +19 | +6 | +33 | +12 | +10 | +17 | -2 | 0 | +1 |
| 3673 TPK-KY | -20 | -7 | 0 | +49 | +19 | +24 | +6 | -3 | +7 | +17 | +16 | +28 |
| 6456 GIS-KY | -22 | -20 | -15 | +28 | +8 | -15 | -34 | -51 | -48 | -25 | -30 | +31 |
| 3008 大立光 | -4 | -12 | 0 | +11 | -3 | +11 | +23 | +42 | -10 | -10 | -16 | -7 |
| 6278 台表科 | +6 | 0 | 0 | +11 | -5 | -3 | +4 | +2 | +9 | +12 | +11 | +16 |
| 6176 瑞仪 | -24 | -26 | -13 | +8 | -5 | -4 | -9 | -12 | -15 | -9 | -14 | -7 |
| 8069 元太 | -34 | -25 | -23 | +23 | +1 | +1 | -13 | +1 | -1 | -26 | +3 | +14 |
| 2489 瑞轩 | +22 | +8 | -5 | +9 | +7 | +11 | +14 | +9 | +23 | +32 | +24 | +32 |
| 3718 中光电投控 | — | — | — | — | — | — | — | — | — | — | — | — |
| 3406 玉晶光 | +14 | +12 | +81 | +23 | +5 | +14 | +25 | +30 | +5 | +2 | +1 | +1 |
| 3019 亚光 | +14 | +19 | -2 | +24 | +7 | +12 | +20 | +16 | +13 | +15 | +15 | 0 |
| 3714 富采 | -10 | -7 | 0 | +2 | -17 | -7 | +4 | +8 | +19 | +25 | +14 | +19 |
| 2393 亿光 | -16 | -4 | 0 | +12 | -5 | -4 | -3 | +10 | +11 | +17 | +14 | +19 |
| 8215 明基材 | -10 | -18 | -8 | +18 | -14 | -3 | +7 | +16 | +13 | +11 | +5 | +8 |
| 5243 乙盛-KY | -29 | -21 | -17 | -13 | -4 | -3 | -9 | -3 | +38 | +48 | +54 | +47 |
| 6120 达运 | -5 | -25 | -6 | +7 | -28 | +8 | -24 | -10 | +42 | -14 | -3 | -5 |
| 2374 佳能 | +115 | +76 | +108 | +110 | +32 | +92 | +63 | +28 | +19 | +64 | +35 | +15 |
| 3059 华晶科 | +20 | +12 | -7 | +23 | +11 | -3 | +15 | +2 | +3 | +5 | +8 | 0 |
| 2406 国硕 | +79 | +163 | +188 | +189 | +160 | +160 | +143 | +121 | +63 | +66 | +86 | +62 |
| 2323 中环 | -11 | +12 | +2 | +28 | +13 | +6 | -2 | +17 | +38 | +3 | +20 | +36 |
| 3691 硕禾 | +81 | +177 | +231 | +196 | +180 | +169 | +163 | +131 | +64 | +67 | +76 | +64 |
| 2486 一诠 | -2 | -2 | +11 | +35 | +6 | +20 | +21 | +31 | +35 | +43 | +46 | +57 |
| 2349 铼德 | -14 | +29 | -6 | +19 | -22 | -8 | -1 | -2 | -16 | -10 | -1 | +42 |
公司（依最新年增）25/1026/09 ▸最新年增
单位：%（与去年同月比），框起来的是最新月；「加速／放缓」＝最新月比前 3 个月平均多或少 5 个百分点以上。数字卡与折线用全部 114 档计，下方列营收规模前 24 档。资料：公开资讯观测站月营收。
产业获利结构（近 8 季）
最新一季（26 Q2）加权毛利率 17.5%，比一年前 +1.3 个百分点。
| 24 Q3 | 24 Q4 | 25 Q1 | 25 Q2 | 25 Q3 | 25 Q4 | 26 Q1 | 26 Q2 | |
|---|---|---|---|---|---|---|---|---|
| 合计营收年增 | +6.3% | +4.7% | +11.0% | -0.2% | -4.7% | -1.9% | +6.5% | +3.6% |
| 加权毛利率 | 16.2% | 14.9% | 15.9% | 16.1% | 15.7% | 14.9% | 17.4% | 17.5% |
| 加权营业利润率 | 4.4% | 1.6% | 3.7% | 4.4% | 3.6% | 0.9% | 4.3% | 4.1% |
成分股单季损益合计（加权＝合计毛利÷合计营收），只用已过法定公布期限的季别；年增为成分股合计对去年同季合计（公司家数可能略有不同）。
估值位置
成分股市盈率中位数 26.9 倍（10/13），比近 5 年 80% 的月份高；近 5 年区间 11.0–30.2 倍、中位 20.4 倍。
成分股近 4 季市盈率的中位数（亏损股不计），每月 15 日快照，近 61 个月。位置只描述高低，不代表合理价；景气循环产业在获利谷底时市盈率会机械性偏高。
相关题材
手机与车载光学镜头（14 档） Micro LED 显示（10 档） 太阳能与绿电（7 档） ADAS 与车用电子（5 档） AR 与智能眼镜（4 档） 玻璃基板（3 档）
每个数字怎么算：方法论。本页为公开资料整理，不构成投资建议。
| 6517 保胜光学 | 71.50 | +10.00% | 0.63 | +0.04 | +10.0% | +3.0% |
| 6668 中扬光 | 60.50 | +10.00% | 8.69 | -0.51 | +47.4% | +68.1% |
| 5230 雷笛克光学 | 27.55 | +9.98% | 1.04 | +0.14 | +45.0% | +42.7% |
| 3356 奇偶 | 76.50 | +9.91% | 2.48 | +0.54 | — | +28.4% |
| 3406 玉晶光 | 1,175.00 | +9.81% | 155.29 | +11.02 | +9.8% | +111.0% |
| 2466 冠西电 | 237.00 | +8.72% | 5.72 | -0.23 | +133.5% | +95.9% |
| 3531 先益 | 23.10 | +5.00% | 0.01 | — | +8.2% | -0.2% |
| 6234 高侨 | 45.00 | +3.57% | 3.14 | -0.33 | +27.8% | +13.3% |
| 6498 久禾光 | 70.90 | +2.90% | 0.17 | +0.03 | +1.0% | -16.6% |
| 6209 今国光 | 91.10 | +2.24% | 17.49 | +3.47 | +12.5% | +19.3% |
| 6225 天瀚 | 80.20 | +1.91% | 0.23 | +0.03 | +7.9% | +213.9% |
| 4976 佳凌 | 41.70 | +1.71% | 8.70 | +0.58 | +13.0% | +18.1% |
| 3666 光耀 | 27.45 | +1.67% | 0.01 | +0.00 | +9.8% | +8.7% |
| 6226 光鼎 | 44.20 | +1.49% | 7.44 | -0.21 | +35.6% | +76.4% |
| 3434 哲固 | 31.40 | +1.45% | 0.08 | -0.00 | +8.1% | +9.0% |
| 8215 明基材 | 27.95 | +0.54% | 0.20 | -0.03 | +11.6% | +4.2% |
| 3623 富晶通 | 28.25 | +0.53% | 0.17 | -0.00 | +4.2% | +23.6% |
| 6222 立轩 | 20.20 | +0.50% | 0.00 | — | +1.8% | -1.2% |
| 2393 亿光 | 68.30 | +0.44% | 1.29 | +0.54 | +10.5% | +6.0% |
| 3504 扬明光 | 83.70 | +0.12% | 2.54 | +0.24 | -0.2% | +20.3% |
| 3038 全台 | 20.25 | +0.00% | 0.03 | +0.00 | +0.7% | -4.0% |
| 4935 茂林-KY | 34.40 | +0.00% | 0.01 | +0.00 | +5.0% | -4.8% |
| 5220 万达光电 | 22.25 | +0.00% | 0.01 | -0.00 | +13.5% | +5.7% |
| 6859 伯特光 | 116.00 | +0.00% | 0.05 | +0.02 | -2.5% | +10.0% |
| 3455 由田 | 291.00 | -0.17% | 5.16 | +0.35 | +27.1% | +35.3% |
| 6916 华凌 | 19.40 | -0.26% | 0.01 | +0.00 | +2.9% | -4.4% |
| 4972 汤石照明 | 16.05 | -0.31% | 0.00 | — | -2.1% | -4.7% |
| 3523 迎辉 | 14.40 | -0.35% | 0.00 | — | -1.4% | -6.5% |
| 3630 新巨科 | 28.15 | -0.35% | 0.31 | +0.07 | +6.2% | +4.8% |
| 6899 创为精密 | 49.10 | -0.41% | 0.01 | -0.00 | -1.4% | -5.9% |
| 4995 晶达 | 46.20 | -0.43% | 0.01 | +0.00 | -6.9% | +0.4% |
| 6176 瑞仪 | 90.10 | -0.44% | 1.59 | -0.57 | +1.1% | +1.7% |
| 2323 中环 | 10.85 | -0.46% | 0.64 | -0.12 | +2.8% | -0.9% |
| 4942 嘉彰 | 31.50 | -0.47% | 0.03 | +0.00 | -2.8% | -11.4% |
| 8049 晶采 | 24.35 | -0.61% | 0.03 | -0.01 | -0.6% | -2.6% |
| 3622 洋华 | 45.60 | -0.65% | 0.06 | -0.00 | -3.2% | -12.1% |
| 3008 大立光 | 7,275.00 | -0.68% | 393.68 | +11.80 | +8.3% | +72.3% |
| 7753 星亚 | 35.60 | -0.70% | 0.01 | — | -2.3% | -9.3% |
| 5315 光联 | 18.90 | -0.79% | 0.02 | -0.00 | +3.6% | -4.8% |
| 6246 台龙 | 12.40 | -0.80% | 0.00 | -0.00 | -5.0% | -15.6% |
| 6556 胜品 | 62.00 | -0.80% | 0.01 | — | +1.0% | -4.9% |
| 5245 智晶 | 19.75 | -1.00% | 0.02 | -0.01 | -12.0% | -22.1% |
| 8069 元太 | 147.50 | -1.01% | 10.67 | -2.29 | +0.3% | -17.1% |
| 3059 华晶科 | 38.80 | -1.02% | 0.65 | -0.02 | +2.6% | -10.0% |
| 6560 欣普罗 | 32.60 | -1.06% | 0.01 | -0.00 | +7.6% | -7.9% |
| 6742 泽米 | 62.90 | -1.10% | 4.90 | -0.46 | +37.5% | +23.3% |
| 7402 邑锜 | 97.90 | -1.11% | 0.14 | -0.03 | -2.6% | -23.2% |
| 6120 达运 | 13.30 | -1.12% | 0.33 | -0.02 | +9.0% | -6.3% |
| 3168 众福科 | 42.00 | -1.18% | 0.01 | +0.00 | -1.1% | -4.2% |
| 4729 荧茂 | 19.50 | -1.27% | 0.02 | -0.00 | +5.4% | -3.0% |
| 3563 牧德 | 720.00 | -1.37% | 5.32 | +0.81 | +7.8% | +2.7% |
| 3019 亚光 | 137.00 | -1.44% | 3.07 | -0.03 | -1.4% | -3.2% |
| 6164 华兴 | 12.65 | -1.56% | 0.05 | -0.01 | +11.9% | -7.3% |
| 3051 力特 | 21.65 | -1.59% | 0.10 | -0.00 | +2.6% | -7.9% |
| 6477 安集 | 32.70 | -1.65% | 0.16 | -0.06 | -3.4% | -20.2% |
| 3049 精金 | 11.75 | -1.67% | 0.36 | -0.06 | -4.5% | -2.1% |
| 3050 钰德 | 11.45 | -1.72% | 0.05 | -0.00 | +2.2% | -4.5% |
| 3128 升锐 | 19.85 | -1.73% | 0.01 | +0.00 | -0.3% | -7.5% |
| 4934 太极 | 16.55 | -1.78% | 0.21 | +0.02 | +21.2% | +1.5% |
| 2438 翔耀 | 19.05 | -1.80% | 0.02 | -0.00 | -3.8% | -2.6% |
| 2349 铼德 | 10.60 | -1.85% | 0.24 | -0.06 | +1.0% | -10.9% |
| 3576 联合再生 | 17.80 | -1.93% | 1.13 | +0.05 | +6.9% | +0.6% |
| 3535 晶彩科 | 91.20 | -1.94% | 0.57 | +0.05 | +6.7% | -6.1% |
| 5484 慧友 | 37.10 | -1.98% | 0.11 | -0.00 | -7.2% | -20.3% |
| 4933 友辉 | 51.40 | -2.10% | 0.05 | -0.00 | -0.8% | -9.4% |
| 5392 能率 | 37.35 | -2.10% | 0.32 | -0.02 | -8.6% | -14.1% |
| 3516 亚帝欧 | 25.55 | -2.11% | 0.02 | -0.00 | -0.6% | +0.2% |
| 6405 悦城 | 39.95 | -2.20% | 0.24 | -0.04 | +1.9% | -17.5% |
| 3718 中光电投控 | 60.70 | -2.25% | 1.34 | -0.09 | — | — |
| 3297 杭特 | 31.65 | -2.31% | 0.05 | -0.00 | +17.7% | +7.5% |
| 3481 群创 | 50.00 | -2.53% | 55.66 | +0.36 | +1.3% | -12.7% |
| 3149 正达 | 75.60 | -2.58% | 6.91 | -0.70 | +23.1% | -19.1% |
| 8105 凌巨 | 14.55 | -2.68% | 0.26 | -0.06 | -0.7% | -17.6% |
| 3543 州巧 | 54.10 | -2.70% | 1.13 | +0.20 | +28.4% | +74.8% |
| 4960 诚美材 | 23.30 | -2.71% | 0.62 | -0.19 | +13.7% | +0.4% |
| 8104 铼宝 | 30.30 | -2.73% | 0.07 | -0.00 | +1.2% | -18.3% |
| 3362 先进光 | 191.50 | -2.79% | 16.13 | +1.28 | +4.9% | +13.0% |
| 3591 艾笛森 | 27.60 | -2.82% | 0.41 | -0.12 | — | +18.2% |
| 3437 荣创 | 20.30 | -2.87% | 0.12 | +0.03 | +3.0% | +5.7% |
| 6244 茂迪 | 21.45 | -2.94% | 0.73 | -0.38 | -5.1% | -18.6% |
| 6278 台表科 | 264.00 | -3.12% | 108.29 | +13.94 | +37.9% | +48.7% |
| 3024 忆声 | 13.90 | -3.14% | 0.12 | +0.02 | -4.5% | +1.8% |
| 2374 佳能 | 63.70 | -3.19% | 1.55 | -0.48 | -5.3% | -8.9% |
| 3673 TPK-KY | 72.30 | -3.21% | 3.92 | +0.32 | +15.5% | +1.0% |
| 6706 惠特 | 148.50 | -3.26% | 3.34 | -0.20 | +18.8% | +21.7% |
| 5243 乙盛-KY | 97.20 | -3.28% | 2.97 | -0.26 | +10.5% | +3.8% |
| 6116 彩晶 | 14.70 | -3.29% | 3.53 | -0.26 | +0.0% | -8.7% |
| 2489 瑞轩 | 39.60 | -3.41% | 6.00 | -0.99 | +2.6% | +12.5% |
| 2406 国硕 | 29.00 | -3.49% | 1.00 | +0.08 | +7.8% | -14.6% |
| 6419 京晨科 | 161.00 | -3.59% | 0.50 | +0.09 | +1.6% | +12.2% |
| 2429 铭旺科 | 31.80 | -3.64% | 0.48 | -0.09 | +2.6% | -32.7% |
| 2491 吉祥全 | 36.55 | -3.69% | 0.22 | -0.00 | -11.1% | +7.2% |
| 2409 友达 | 34.15 | -3.94% | 140.57 | -17.38 | +9.5% | +25.6% |
| 5244 弘凯 | 37.05 | -4.02% | 0.13 | +0.02 | +8.0% | +11.9% |
| 3615 安可 | 40.75 | -4.12% | 0.31 | +0.08 | +16.1% | -10.7% |
| 4949 有成精密 | 81.70 | -4.22% | 0.67 | +0.03 | +6.5% | +6.5% |
| 3691 硕禾 | 99.60 | -4.23% | 0.74 | +0.15 | +2.4% | -23.7% |
| 3490 单井 | 42.75 | -4.26% | 0.79 | +0.06 | +4.7% | +43.5% |
| 5251 天钺电 | 28.70 | -4.33% | 0.05 | -0.00 | +12.3% | +3.2% |
| 3066 李洲 | 25.85 | -4.44% | 0.18 | -0.04 | +8.2% | +6.8% |
| 6456 GIS-KY | 97.40 | -4.51% | 19.46 | -1.28 | +52.0% | +39.7% |
| 6443 元晶 | 25.35 | -4.52% | 0.95 | -0.03 | +7.2% | -15.1% |
| 3714 富采 | 60.80 | -4.70% | 5.74 | -0.56 | -1.9% | +5.4% |
| 8240 华宏 | 51.90 | -4.77% | 0.33 | +0.03 | -0.2% | +12.1% |
| 3339 泰谷 | 43.75 | -4.89% | 0.49 | -0.00 | +0.2% | +13.8% |
| 8111 立碁 | 80.20 | -4.98% | 5.71 | +1.14 | +12.6% | +62.0% |
| 6168 宏齐 | 37.00 | -5.13% | 2.08 | -0.03 | +24.2% | +38.3% |
| 4956 光𬭎 | 40.30 | -5.18% | 1.10 | +0.20 | +19.2% | +23.8% |
| 3031 佰鸿 | 32.60 | -5.23% | 0.99 | -0.12 | +35.3% | +21.3% |
| 8064 东捷 | 121.00 | -5.47% | 7.00 | +2.28 | -4.3% | -5.1% |
| 3441 联一光 | 229.50 | -5.75% | 3.11 | +0.48 | +52.0% | +229.3% |
| 5234 达兴材料 | 300.50 | -5.95% | 2.76 | -0.77 | +3.6% | -17.4% |
| 2486 一诠 | 219.50 | -6.00% | 12.33 | -3.05 | -9.3% | -16.1% |
| 2426 鼎元 | 94.20 | -6.27% | 24.25 | -0.57 | -2.0% | +52.4% |
| 3230 锦明 | 32.40 | -9.87% | 0.11 | +0.00 | -23.3% | -35.8% |
产业分类依交易所产业别（同名的上市、上柜类别合并）。今日涨跌＝收盘对前一交易日；近 20／60 日含除权息还原。本页整理公开资料，不构成投资建议。 回今日个股 →
