東陽(1319) 2026年2月因逢春節假期及228連假,工作天數少,加上輸美關稅未定,自結合併稅前淨利1.44億元(匯損約2,800萬),稅前EPS 0.25元。前2月自結累計合併稅前淨利7.03億元,累計稅前EPS 1.2元,創歷年同期第三高。
台灣汽車零組件輸美關稅自2025年4月起仍高達27.5%(日、韓、歐僅15%)。在北美關稅政策尚未正式調降前,客戶補貨拉貨態度趨於保守觀望,加上中東戰爭等國際地緣政治影響全球經濟,使整體環境充滿變數與衝擊。
東陽專注建立不可取代的產品競爭力,深耕本業,拉開拉大競爭距離,待大環境返回正常穩定,東陽已做足準備,掌握成長契機。
Tong Yang Reports
Pre-tax Net Profit of NT$703 Million for Jan-Feb; EPS of NT$1.2 Marks
Third-Highest in History
Tong Yang (1319) reported
unaudited consolidated pre-tax net profit of NT$144 million for February 2026,
with a pre-tax EPS of NT$0.25. Performance was impacted by fewer working days
due to the Lunar New Year and the 228 Peace Memorial Day holidays, along with
foreign exchange losses of approximately NT$28 million and uncertainties
regarding U.S. import tariffs. For the first two months, cumulative unaudited
consolidated pre-tax net profit reached NT$703 million, with a cumulative
pre-tax EPS of NT$1.2, marking the third highest for the same period in history.
Taiwan’s auto parts exports
to the U.S. have been subject to a high tariff of 27.5% since April 2025,
compared to only 15% for Japan, South Korea, and Europe. Pending an official
reduction in North American tariff policies, customers have adopted a conservative
\"wait-and-see\" approach toward restocking. Furthermore, the global
economy continues to be impacted by international geopolitical tensions, such
as the conflict in the Middle East, creating an environment filled with
variables and challenges.
Tong Yang remains focused on
building irreplaceable product competitiveness and deepening its core business
to widen the gap with competitors. As the company waits for the global
environment to return to stability, Tong Yang is fully prepared to seize growth
opportunities as they arise.