2026 年 10 月 14 日 星期三登录订阅
产业

半导体业

半导体业的上市柜个股:今日涨跌、成交值与三大法人;点栏名可以换排序。

价量日 2026-10-13・共 201 档
今日等权涨跌
-2.71%
成分股涨跌的平均
涨/跌/平
23/172/6
共 201 档
成交值
5,128 亿
产业内个股合计
三大法人
-1111.8 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:193 档中 146 档营收年增为正;年增中位数 +23.0%(前 3 个月中位数 +29.2%)。

26/09 月年增为正146 /193 档
年增中位数+23%
前 3 个月 +29% ↓
成分股年增中位数,近 12 个月+23%25/1026/09
年减年增(颜色越深幅度越大,60% 封顶)
公司(营收规模前 24)25/1025/1125/1226/0126/0226/0326/0426/0526/0626/0726/0826/09
2330 台积电+17+24+20+37+22+45+17+30+68+45+53+55
3711 日月光投控+7+11+11+21+16+15+19+29+33+43+46+46
2454 联发科+2+4+23-8-16+13-4+5+3+12+44+2
2408 南亚科+262+365+445+608+587+560+717+730+621+720+561+577
8299 群联+90+62+93+189+169+221+237+301+301+378+377+370
2344 华邦电+35+39+53+94+88+91+182+182+190+292+289+257
2303 联电0+6+2+5+6+5+11+18+23+19+31+27
3260 威刚+31+60+101+199+114+181+170+210+212+331+280+200
2379 瑞昱+1+2-4+14-7+4+11+22+21+33+28+23
3034 联咏-8-7-14-10-24-10+1+9+19+27+26+25
3661 世芯-KY-60-61-69-56-77-47-32-33+15+182+274+496
6239 力成+20+25+31+43+35+35+32+30+22+29+24+27
2337 旺宏+24+25+45+51+60+96+154+176+216+180+219+188
6770 力积电+6+10+22+26+12+28+32+59+69+71+76+94
3006 晶豪科+8+45+108+129+128+188+349+297+328+491+605+470
5483 中美晶-140+7-1-8+90+6+8+28+12-6
3443 创意+151+114+76+108+60+33+157+132+104+158+111+98
2451 创见+120+146+242+441+246+381+594+470+382+308+275+290
5347 世界+3+9+15+18-10+7+10+19+34+30+40+16
7769 鸿劲———————————+100
3189 景硕+40+40+25+55+10+25+27+33+32+36+41+44
6488 环球晶-25-80-14-170-10-3-2+20+8-13
4967 十铨-8+79+211+113-22+120+79+113+35+99+275+110
2449 京元电子+42+35+33+41+41+36+35+37+29+37+32+24
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 193 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 55.0%,比一年前 +9.9 个百分点。

24 Q324 Q425 Q125 Q225 Q325 Q426 Q126 Q2
合计营收年增+24.0%+17.9%+25.3%+22.4%+17.0%+16.6%+29.8%+40.5%
加权毛利率43.8%45.1%45.0%45.1%45.7%48.7%52.8%55.0%
加权营业利润率29.2%30.3%30.4%31.6%32.4%35.5%40.7%43.0%

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 29.3 倍(10/13),比近 5 年 77% 的月份高;近 5 年区间 10.2–41.7 倍、中位 24.2 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

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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。

6532 瑞耘114.50+8.02%2.40-0.05+18.8%+54.9%
3041 扬智25.55+6.90%1.04+0.00+11.3%+0.0%
4961 天钰183.00+4.87%2.71+1.39+6.1%+8.9%
2340 台亚53.70+4.47%31.74-0.67+69.7%+53.9%
3268 海德威27.20+4.41%0.45-0.00+52.8%+36.3%
3034 联咏546.00+3.21%22.92+7.32+0.2%+15.8%
3014 联阳148.00+2.42%5.53+0.34+12.5%+12.5%
6823 滤能60.80+2.36%0.05+0.01+1.2%-11.0%
6548 长科*86.60+1.88%17.74+2.31+22.3%+11.7%
3592 瑞鼎240.00+1.69%1.45+0.76+8.4%-2.4%
2449 京元电子305.00+1.67%124.06+22.28+12.3%+1.1%
2379 瑞昱758.00+1.61%17.84+4.01+8.9%+10.2%
6103 合邦39.20+1.55%0.00—+21.4%+29.8%
3265 台星科266.00+1.53%50.25+8.87+55.6%+55.6%
8016 矽创295.00+1.37%2.37+0.91+5.7%+0.0%
4951 精拓科90.30+1.23%0.33+0.05+10.0%+9.2%
7770 君曜39.45+1.15%0.01-0.00+5.2%-5.5%
3545 敦泰49.40+1.13%0.47-0.04-0.4%-3.4%
6411 晶焱76.90+0.65%0.28-0.06-1.7%-8.1%
8383 千附68.90+0.44%0.40+0.07+4.7%-20.9%
3122 笙泉23.75+0.42%0.01-0.00-2.1%-15.0%
6756 威锋电子96.40+0.31%0.19-0.01-1.5%+0.4%
7704 明远精密61.50+0.16%0.01—-0.6%+11.0%
2458 义隆133.00+0.00%2.30+0.41+3.9%-21.8%
3556 禾瑞亚62.80+0.00%0.42-0.12+11.7%-8.3%
5269 祥硕1,540.00+0.00%11.42+0.22+13.2%+4.9%
6526 达发783.00+0.00%10.18+2.46+22.0%+26.5%
6732 升佳电子150.50+0.00%0.14-0.03+3.4%-29.7%
8081 致新262.50+0.00%1.88+0.77+6.1%+3.3%
3443 创意8,095.00-0.06%107.17+11.81+30.0%+93.4%
6261 久元83.90-0.12%6.64-1.41+9.4%-4.8%
6233 旺玖25.10-0.20%0.07+0.02+25.5%+3.1%
7751 竑腾1,635.00-0.30%2.89+0.99+9.0%+31.9%
7556 意德士285.00-0.35%0.19+0.04+15.9%+22.6%
5236 凌阳创新123.00-0.40%0.13-0.04-8.6%-19.3%
3227 原相186.00-0.53%2.00+0.12+1.4%-2.1%
6996 力领科技165.00-0.60%0.06+0.00-2.1%-8.6%
6962 奕力-KY31.80-0.62%0.31+0.01+3.2%-4.1%
6573 虹扬-KY15.70-0.63%0.02-0.00-2.2%-28.8%
6937 天虹289.50-0.69%0.78-0.07-2.2%+0.3%
2436 伟诠电70.80-0.70%2.38+0.21+3.8%+15.7%
3567 逸昌25.90-0.77%0.01-0.00+2.6%-7.7%
6568 宏观128.50-0.77%0.13-0.07-3.7%-14.9%
8024 佑华12.85-0.77%0.01-0.00-1.2%-24.9%
5222 全讯99.70-0.80%0.24-0.07-3.7%-9.7%
3530 晶相光57.60-0.86%0.05-0.02+1.8%-5.6%
8088 品安43.60-0.91%0.33-0.04+1.2%-13.3%
7856 汉测3,800.00-0.91%19.29+0.23——
4749 新应材730.00-0.95%7.07-0.19-3.6%-15.1%
3169 亚信103.50-0.96%0.19-0.08+2.0%+0.5%
6679 钰太190.50-1.04%0.42-0.14-2.8%-20.3%
6651 全宇昕140.00-1.06%0.20-0.07+0.0%+6.1%
5344 立卫13.90-1.07%0.00—+4.9%-12.0%
4966 谱瑞-KY547.00-1.08%2.88+0.29+1.3%-12.0%
3257 虹冠电48.50-1.12%0.06+0.00+3.9%-14.6%
6104 创惟86.20-1.15%0.51-0.20-6.7%-11.3%
3094 联杰67.10-1.18%1.25+0.13+60.1%+63.9%
3260 威刚363.00-1.22%12.57+1.04-6.6%-5.1%
3372 典范15.95-1.24%0.07+0.01+10.8%-10.6%
8277 商丞15.15-1.30%0.01-0.00—+80.1%
6237 骅讯33.40-1.33%0.08-0.01-0.1%-13.1%
8102 杰霖科技59.00-1.34%0.00—-6.5%-22.3%
3529 力旺2,810.00-1.40%23.91+1.83+2.9%+11.1%
3264 欣铨268.50-1.47%61.03-2.08+11.9%+13.1%
6788 华景电363.00-1.49%1.19+0.32+9.0%-5.5%
2441 超丰128.00-1.54%10.34-1.22+11.3%-5.5%
8091 翔名216.00-1.59%0.75+0.02+3.8%-25.0%
6953 家硕246.00-1.60%0.09+0.02+3.6%+7.9%
6895 宏硕系统151.00-1.63%0.04-0.00-3.2%+17.1%
5302 太欣9.62-1.64%0.03-0.01-1.3%-19.2%
2351 顺德209.00-1.65%6.15+0.98-11.3%+9.9%
7810 捷创科技233.00-1.69%0.17+0.05+5.2%+21.1%
2329 华泰43.35-1.70%0.82-0.01+2.7%-11.4%
5272 笙科17.30-1.70%0.01+0.00+1.8%-12.2%
3413 京鼎283.50-1.73%1.96+0.13+0.0%-25.8%
6129 普诚13.80-1.78%0.05-0.01—-17.1%
5471 松翰49.60-1.78%0.35-0.05-6.6%-17.5%
6799 来颉86.60-1.81%0.11-0.00+9.9%-0.6%
4952 凌通47.30-1.87%0.14-0.02-1.7%-9.4%
3228 金丽科157.50-1.87%0.46-0.11-7.1%-6.2%
3189 景硕1,040.00-1.89%88.68+9.48+25.8%+35.1%
5274 信骅17,350.00-1.95%39.61-2.07-7.2%+24.8%
8028 升阳半导体276.00-1.95%9.63+1.53+20.3%-21.1%
2330 台积电2,490.00-1.97%1,016.80-501.74+1.9%+1.1%
3527 聚积49.60-1.98%0.03-0.00+0.4%-14.2%
3438 类比科58.70-2.00%0.04+0.02-5.2%+0.9%
5487 通泰29.25-2.01%0.02-0.00+0.0%+3.0%
6552 易华电23.50-2.08%0.02+0.00+0.9%-14.2%
6684 安格46.50-2.11%0.03+0.01+3.3%-9.5%
3588 通嘉51.00-2.11%0.14-0.05-3.4%-14.7%
2401 凌阳25.05-2.15%0.77-0.19+0.6%-16.5%
2338 光罩45.45-2.15%1.34+0.20-0.4%-5.3%
2454 联发科4,525.00-2.16%371.45-123.17-4.1%+22.3%
5299 杰力94.50-2.17%0.31-0.14+0.9%-10.4%
5285 界霖93.90-2.19%1.14+0.03+12.1%+1.7%
6531 爱普*926.00-2.22%80.20-20.66-10.1%+1.9%
7749 意腾-KY346.00-2.26%0.78-0.22-2.7%-10.6%
6138 茂达259.00-2.26%1.03-0.19-4.6%-17.3%
6695 芯鼎49.80-2.35%0.13-0.04+3.7%-11.5%
4967 十铨263.00-2.41%4.72-1.31-4.9%+20.4%
6485 点序76.50-2.42%0.57+0.01+26.4%+11.5%
6229 研通23.30-2.51%0.02-0.00-0.9%-7.7%
6494 九齐48.50-2.51%0.07-0.01-5.6%-14.6%
3686 达能15.10-2.58%0.01-0.00+6.0%-6.2%
6415 矽力*-KY428.50-2.61%12.33-0.50+5.8%-9.4%
3178 公准65.50-2.67%0.08-0.02+8.6%-7.4%
2303 联电141.50-2.75%191.52-6.84-0.7%-11.6%
6243 迅杰36.95-2.76%0.11-0.01-1.2%-22.9%
3035 智原192.00-2.78%8.45-0.15+7.3%-5.7%
6257 矽格279.00-2.79%43.29-0.29+28.6%+17.2%
6239 力成296.00-2.79%35.59-1.13+4.4%-4.6%
3680 家登553.00-2.81%5.54-0.61+3.4%+7.2%
3711 日月光投控740.00-2.89%121.19-18.86+13.8%+8.5%
7712 博盛半导体163.00-2.98%0.59+0.16+7.2%+4.3%
6462 神盾97.00-3.00%0.43-0.11-1.9%-4.4%
5443 均豪112.00-3.03%1.63-0.04+3.7%+3.2%
6271 同欣电240.00-3.03%15.28+3.31+5.7%+7.1%
5468 凯钰22.30-3.04%0.02-0.00-20.1%-13.4%
5483 中美晶207.00-3.04%31.51+5.63+15.6%-19.2%
7768 颂胜科技283.50-3.08%0.23-0.01+4.4%-10.8%
6223 旺矽5,940.00-3.10%89.94+10.40+5.7%-4.5%
6202 盛群56.20-3.10%0.78-0.38-0.7%-11.4%
6829 千附精密201.00-3.13%1.43-0.13-16.1%-13.2%
3467 台湾精材64.00-3.18%0.25+0.09+20.1%+20.1%
6719 力智181.00-3.21%1.45-0.18-1.9%-24.2%
6525 捷敏-KY133.50-3.26%0.85-0.13+3.1%-30.3%
5347 世界175.00-3.31%31.09+0.06+8.4%-6.7%
3374 精材465.50-3.32%48.43+6.16-4.6%+17.8%
2369 菱生30.50-3.33%1.24-0.34+1.7%-23.5%
4968 立积92.00-3.36%0.37-0.10+3.6%-11.5%
6147 颀邦221.00-3.49%58.82-2.39+16.0%+11.6%
6789 采钰453.50-3.61%5.98-0.29-3.4%-13.8%
2451 创见276.00-3.66%8.87-2.74-2.3%+11.5%
6423 亿而得83.70-3.68%0.04-0.00+0.6%+15.8%
8131 福懋科65.10-3.70%2.15+0.08+5.0%-15.0%
4973 广颖152.00-3.80%3.01-0.00+5.6%+0.7%
8271 宇瞻189.50-3.81%2.83-0.43-10.2%+1.1%
2363 矽统55.30-3.83%3.47-0.64+5.1%-11.2%
8040 九旸84.30-3.88%0.74+0.08+5.4%+2.2%
6643 M31458.00-3.88%3.67-0.11+8.1%+11.5%
1595 川宝70.10-3.97%0.47-0.06+11.4%+11.6%
6208 日扬74.10-4.02%0.14-0.02-3.0%-16.1%
8054 安国76.10-4.04%1.19-0.17-7.5%-20.6%
2388 威盛66.30-4.05%2.62-1.09-14.7%-8.7%
7822 倍利科887.00-4.11%2.56-0.13+2.4%-7.3%
6907 雅特力-KY174.00-4.13%1.68-0.32-8.4%-27.2%
3105 稳懋556.00-4.14%139.57+1.96+20.5%+50.7%
6510 精测3,275.00-4.24%18.00-1.14-10.8%+22.2%
6909 创控45.80-4.28%1.76-0.27+14.6%-2.3%
8299 群联1,965.00-4.38%106.15-25.03-4.8%-0.8%
6291 沛亨412.00-4.41%2.47-0.23-16.8%-0.1%
3135 凌航149.50-4.47%1.33-0.20-10.5%+2.2%
6187 万润1,600.00-4.48%99.38+3.74+25.0%+50.7%
5425 台半95.80-4.68%11.15+0.22+7.3%-3.8%
3555 博士旺150.00-4.76%0.07+0.01-20.8%-1.3%
8110 华东47.15-4.84%2.33-0.32+10.3%-1.4%
6683 雍智科技1,370.00-4.86%10.97+0.60+6.2%+1.5%
7828 创新服务1,740.00-4.92%5.16+0.20-15.3%-19.4%
8227 巨有科技292.00-5.04%10.90+1.25+34.3%+79.1%
3581 博磊109.00-5.22%0.38-0.09+8.5%-11.7%
2481 强茂162.00-5.26%32.80-1.79+4.9%-3.0%
7772 耀颖125.00-5.30%0.46-0.05+1.6%+20.2%
6515 颖崴5,700.00-5.39%28.15-5.42-20.8%-14.7%
6770 力积电67.50-5.46%119.72-72.44-8.2%-11.5%
8261 富鼎166.50-5.67%5.42-0.76-0.9%-40.2%
8150 南茂116.00-5.69%37.54-1.08+27.6%-5.3%
6435 大中240.00-5.70%1.06-0.31+0.0%-20.2%
5351 钰创107.50-5.70%11.63-1.65-6.9%+10.0%
8086 宏捷科140.00-5.72%23.28-2.12+27.9%+11.8%
2302 丽正46.40-5.88%2.15+0.02+9.8%+3.8%
3583 辛耘710.00-5.96%8.67-4.52-0.4%-13.7%
3707 汉磊77.30-5.96%9.70+0.36+25.1%+2.4%
3675 德微312.00-6.02%3.57+0.39+17.6%-0.2%
2342 茂矽44.10-6.07%1.63+0.30+12.5%-6.2%
3016 嘉晶168.00-6.15%30.55+6.88+52.7%+44.8%
2434 统懋56.10-6.19%0.15-0.01-8.8%-38.2%
3317 尼克森64.50-6.39%1.16-0.28+15.2%-29.1%
6182 合晶116.00-6.45%54.40+0.68+6.9%-30.1%
4923 力士53.50-6.47%0.59+0.16-2.9%-0.2%
7769 鸿劲6,070.00-6.47%48.50-8.72-6.3%-8.2%
6640 均华1,080.00-6.49%4.38-0.51-10.7%+4.9%
3131 弘塑2,360.00-6.53%10.64-6.41-4.1%-26.2%
3141 晶宏74.00-6.68%1.83+0.05-19.3%+9.4%
4991 环宇-KY474.00-7.06%21.32-1.02-2.9%+18.5%
3006 晶豪科242.00-7.10%31.24-10.20-22.4%+10.0%
2344 华邦电161.50-7.18%202.55-73.19-10.0%-6.1%
7734 印能科技2,700.00-7.38%11.48-1.72-3.9%-14.6%
2408 南亚科488.00-7.40%478.24-224.52-5.2%+11.2%
4919 新唐142.50-7.47%24.06+1.90+22.3%-8.9%
3661 世芯-KY4,055.00-7.74%231.46-28.35+0.0%+8.4%
2337 旺宏106.50-7.79%60.04-21.16-13.1%-22.0%
6693 广闳科185.50-7.94%2.43-0.44+3.9%-12.5%
6533 晶心科317.00-8.12%4.44+0.61+28.9%+39.0%
6708 天擎64.70-8.23%0.18—+71.2%+67.0%
6451 讯芯-KY379.00-8.45%13.00-1.20-10.8%-20.5%
3532 台胜科444.00-8.55%31.32-1.19+8.3%-5.7%
3450 联钧473.00-8.86%53.57-12.08-9.6%-1.5%
6488 环球晶1,015.00-8.97%159.86-34.56+10.7%-25.9%
4971 IET-KY536.00-9.15%8.75-0.57-10.7%+29.0%
6720 久昌99.30-9.73%0.13+0.00-24.2%-29.1%
6716 应广112.50-10.00%2.75-0.37-6.2%+26.3%

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