2026-10-27 03:04:05 网络 阅读（132）
重电厂中兴电 (1513-TW) 董事长江馥年指出，旗下气体绝缘开发设备 (GIS) 获得晶圆大厂认证，预计第四季开始出货，加上受惠 AI 蓬勃发展，部分订单能见度看至 2031 年，激励中兴电今 (26) 日价量齐扬。
中兴电今天早盘以 166 元跳空开高，盘中最高涨至 172 元，大涨逾半根停板，截至午盘，股价暂报 166 元，涨幅超过 3%，站稳所有均线，成交爆量超过 2.9 万张。
江馥年表示，除 GIS 获得半导体大厂认证，将于第四季陆续出货，预期中兴电明年半导体相关营收，将年增 3 至 5%。
此外，江馥年提到，在 AI 带动下用电需求随之提升，中兴电可望受惠，目前在手未实销订单规模超过 400 亿元，部分订单能见度看至 2031 年，今年以新增 200 至 250 亿元的订单为目标，力拚今年营收成长双位数百分比。
海外市场方面，江馥年提到，目前海外营收比重约 5%，未来逐步提高外销比重，同时，也规划启动海外产能布局，下半年先以日本市场为主。
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"description": "重电厂中兴电 (1513-TW) 董事长江馥年指出，旗下气体绝缘开发设备 (GIS) 获得晶圆大厂认证，预计第四季开始出货，加上受惠 AI 蓬勃发展，部分订单能见度看至 2031 年，激励中兴电今 (26) 日价量齐扬。 ",
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"content": "<p>重电厂中兴电 (1513-TW) 董事长江馥年指出，旗下气体绝缘开发设备 (GIS) 获得晶圆大厂认证，预计第四季开始出货，加上受惠 AI 蓬勃发展，部分订单能见度看至 2031 年，激励中兴电今 (26) 日价量齐扬。 </p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6470694/l/ed2ecb8be7801942d39cc687b227e788.jpg\" alt=\"\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>中兴电今天早盘以 166 元跳空开高，盘中最高涨至 172 元，大涨逾半根停板，截至午盘，股价暂报 166 元，涨幅超过 3%，站稳所有均线，成交爆量超过 2.9 万张。 </p>\n\n<p>江馥年表示，除 GIS 获得半导体大厂认证，将于第四季陆续出货，预期中兴电明年半导体相关营收，将年增 3 至 5%。 </p>\n\n<p>此外，江馥年提到，在 AI 带动下用电需求随之提升，中兴电可望受惠，目前在手未实销订单规模超过 400 亿元，部分订单能见度看至 2031 年，今年以新增 200 至 250 亿元的订单为目标，力拚今年营收成长双位数百分比。 </p>\n\n<p>海外市场方面，江馥年提到，目前海外营收比重约 5%，未来逐步提高外销比重，同时，也规划启动海外产能布局，下半年先以日本市场为主。 </p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-2091.html\" title=\"凯钰转型跨入实体AI 推出首款人形机器人\">凯钰转型跨入实体AI 推出首款人形机器人</a></li>\n <li><a href=\"/new/tw/article-3468.html\" title=\"巨亨速报 - Factset 最新调查：南电(8046-TW)EPS预估下修至12.57元，预估目标价为1100元\">巨亨速报 - Factset 最新调查：南电(8046-TW)EPS预估下修至12.57元，预估目标价为1100元</a></li>\n <li><a href=\"/new/tw/article-3323.html\" title=\"巨亨速报 - Factset 最新调查：药华药(6446-TW)目标价调升至969元，幅度约7.19%\">巨亨速报 - Factset 最新调查：药华药(6446-TW)目标价调升至969元，幅度约7.19%</a></li>\n <li><a href=\"/new/tw/article-20145.html\" title=\"〈房产〉新北树林房价5年涨近2成 万大线与大巨蛋建设加持长线看俏\">〈房产〉新北树林房价5年涨近2成 万大线与大巨蛋建设加持长线看俏</a></li>\n <li><a href=\"/new/tw/article-18469.html\" title=\"星舰引爆太空运算革命！次世代「AI运算卫星」超级循环启动\">星舰引爆太空运算革命！次世代「AI运算卫星」超级循环启动</a></li>\n <li><a href=\"/new/tw/article-16354.html\" title=\"全台住宅地震险投保率仅4成 金管会：房贷还清别急着断保 年花1350元买心安\">全台住宅地震险投保率仅4成 金管会：房贷还清别急着断保 年花1350元买心安</a></li>\n </ul>\n</div>",
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"createdAt": "2026-05-26T04:45:19.000Z",
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