記者林菁樺/特稿
受惠需求不減、利差擴大等因素,鋼筋大廠海光(2038)今年前5月EPS達1.07元,已賺贏過去9年,23日股價更衝破60元大關,月線飆漲56%。因應夏季用電,電爐廠均依慣例減產約3成,市場面臨供給減少、需求未減下,今年鋼鐵產業沒有淡季,海光在手訂單也達明年、後市高檔不墜。…
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