中傑投控召開2026年第二季法說會
中傑投資控股表示，受消費景氣疲弱及客戶下單審慎影響，今年下半年營運展望偏保守，並將產銷策略轉向聚焦高毛利產品與獲利品質。公司預期產品結構優化將使2027年毛利率逐步改善，並加速全球產能均衡布局；2027年東南亞及印度產能合計占比目標上看六成以上。
中傑投資控股股份有限公司
CJ別名Zhongjie Investment Holding Co., Ltd.別名Chung Jye別名Chung Jye Investment Holding Co., Ltd.別名
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基本情報
- 所在地
- 台中市大雅區中清路四段628號
- 社長
- 劉安哲
- 従業員数(単独)
- 従業員数(連結)
- 開始日
- 2018-12-20
- 終了日
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サイト
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事業内容
代工鞋類製品製造世界一流品牌運動鞋製造世界一流品牌皮鞋製造世界一流品牌休閒鞋OEM footwear productionathletic shoe manufacturingleather shoe manufacturingcasual footwear manufacturing環保鞋材研發自動化創新技術製程精進製鞋鞋類製造投資控股投資管理OEM/ODM代工製造研發團隊及研發中心產品開發建議一般投資
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関連会社
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関連図
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沿革
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ニュース
中傑投控召開2026年第二季法說會
Chung Jye 2Q26 Investor Conference
Chung Jye said its outlook for the second half of 2026 remains conservative and that it is focusing on higher-margin products and earnings quality. It expects gross margin to gradually improve in 2027 through product-mix optimization and a greater share of higher-margin offerings, helping offset the initial impact of ramping up its new Indonesian facility while maintaining overall profitability.
中傑投控第二季營業利益年增4.7%
中傑投資控股2026年第二季合併營收為新台幣56.6億元，年增8.4%；受惠產能利用率回升及產品組合優化，毛利率達12.8%，營業利益為1.51億元，年增4.7%。歸屬母公司淨利為0.47億元，每股盈餘0.30元。公司表示，將持續擴充越南、印度與印尼產能，並推進多國產能配置的長期布局；今年整體營運展望較為保守。
Chung Jye reports 2Q26 results
Chung Jye Investment Holding reported 2Q26 operating income of NT$151 million, up 4.7% year over year, and net income attributable to parent-company owners of NT$47 million, or NT$0.30 per share. The company cited revenue growth, recovering capacity utilization and an optimized product mix. It said its outlook for the year remains cautious while it steadily advances its multi-country production footprint.
中傑投控：2026年第一季法說會
中傑投資控股表示，第二季訂單趨近滿載，但受總體環境與消費景氣影響，下半年訂單能見度仍不明朗，目標維持2026年營收與去年相當。公司將以維持產能利用率、爭取新客戶與訂單，以及推動「StridePlus」提升管理效率為重點。中傑並將持續推進資本支出，深化中國、越南、印度及印尼四大生產基地布局，並對中長期發展保持樂觀。
Chung Jye Shares 1Q26 Outlook
Chung Jye Investment Holding held its 1Q26 institutional investor conference on May 27, 2026. Despite macroeconomic uncertainty, the company said it would maintain planned capital expenditures, expand operations, and strengthen its manufacturing footprint in China, Vietnam, India, and Indonesia. Second-quarter orders are trending near full capacity, while macro conditions and subdued consumer sentiment remain concerns.
中傑投控2026年第一季營運成果
中傑投資控股2026年第一季合併營收為新台幣47.9億元，年減21.7%；歸屬母公司淨損1.01億元，每股虧損0.64元。客戶下單保守及淡季影響營收與產能利用率，公司將持續爭取新客戶和訂單、提升生產及管理效率，並穩步擴充中國、越南、印度與印尼的產能。
Chung Jye Reports 1Q26 Results
Chung Jye Investment Holding reported a 1Q26 net loss attributable to the parent of NT$101 million, or NT$0.64 per share. Consolidated revenue was NT$4.79 billion, down 21.7% year over year; athletic footwear made up 75% of revenue and casual footwear 25%. The company said it is pursuing new customers and orders and improving internal efficiency to restore growth while maintaining a healthy balance sheet.
中傑投控：2026年全年目標回歸成長
中傑投資控股於3月13日舉行2025年第四季法人說明會，表示新品牌客戶逐步轉為實質訂單、既有客戶穩健成長，第二季訂單已接近滿載，目標2026年全年回歸成長。公司將調整接單節奏、優化訂單結構並推動管理改善，期望毛利率進一步改善；印度廠也將迎接新客戶以供應當地市場。董事會已決議配發每股5元超額現金股利。
Chung Jye 4Q25 Investor Conference
Chung Jye Investment Holding said orders for 2Q26 are approaching full capacity, supported by customer growth and the planned onboarding of an international athletic footwear brand. The company expects gross margins to improve further through 2026, supported by its StridePlus initiative and rising utilization. Its Board approved a cash dividend of NT$5 per share, equivalent to a 6.1% yield based on the closing price on March 13, 2026.
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出典・更新
DOMAIN単独ドメイン：あり
UPDATED2026-10-26 09:34 · Model: gpt-oss-20b(16)