東陽(1319) 2026年1月自結合併稅前淨利5.59億元，稅前EPS 0.95元，較去年同期成長21%，更創十個月來單月獲利新高紀錄，旺季需求維持熱絡。
自2025年4月起，東陽在232條款25%及原關稅2.5%疊加後，銷美關稅高達27.5%(日、韓、歐僅15%)，對企業經營是一大衝擊和考驗。
展望2026，隨著關稅議題底定(27.5%→15%)，客戶下單更明確，東陽為滿足市場成長需求，原訂新廠建設計劃不變，加速推進科工、七股建廠，並開始啟動新市建廠規劃，持續強化產品力與創新技術，建立無法被取代的核心競爭力，拉大與競爭者的距離。
國際地緣政治、全球經貿環境與政策變數仍在，但產業發展終將回歸基本面，重回穩健成長軌道，東陽全力為未來3-5年成長動能做好準備。
Tong Yang Reports
Record-Breaking January: Pre-tax Profit Hits NT$559 Million with EPS of 0.95
Tong Yang
(1319) reported an unaudited consolidated pre-tax profit of NT$559 million for
January 2026, with a pre-tax EPS of NT$0.95, representing a 21% year-on-year
growth. This performance sets a new record for the highest monthly profit in
ten months, as peak season demand remains robust.
Since April 2025, following the addition of
the 25% tariff under Section 232 and the original 2.5% tariff, Tong Yang’s
tariffs on exports to the U.S. have risen to as high as 27.5% (compared to only
15% for Japan, South Korea, and Europe), posing a major impact and challenge to
the company’s operations.
Looking forward to 2026, as the tariff issue
is settled (27.5% → 15%) and customer orders become clearer, Tong Yang will
proceed with its original new plant construction projects to meet market growth
demands. The company is accelerating construction at the Tainan Technology
Industrial Park and Qigu plants, while initiating planning for the Xinshi
plant. Tong Yang continues to strengthen its product capabilities and
innovative technologies to build irreplaceable core competitiveness and widen
the gap with competitors.
While variables in international geopolitics,
the global economic and trade environment, and policies persist, industry
development will ultimately return to fundamentals and a track of steady
growth. Tong Yang is fully committed to preparing its growth momentum for the
next 3 to 5 years.
