每季追蹤森鉅的簡易損益表(20250906)







<html lang="en"><head><style>              .article-container {                width: 100%;                font-family: Microsoft JhengHei,Helvetica Neue,Helvetica,Arial,sans-serif;              }              ul, ol {                margin: 12px auto;                max-width: 740px;                color: #535150;                line-height: 1.8;                padding-left: 0px;              }              .graf--img {                display: table;                justify-content: center;                align-items: center;                text-align: center;                color: gray;                font-size: 14px;                letter-spacing: 0px;                margin: 10px auto 50px;                width: 100%;                position: relative;                clear: both;              }              .graf--img.center img {                width: 100%;                max-width: 740px;                margin: 10px auto 0px;                display: block;                margin: 0 auto;              }              .graf--img.full img {                width: 100%;              }              .captionTheme__wrapper {                width: 100%;                font-style: normal;                line-height: 22px;                font-size: 16px;                max-width: 600px;                margin-top: 8px;                display: inline-block;              }              .graf--img.full {                max-width: 100%;                margin: 40px 0px;                display: block;                margin: 0 auto;                align-items: center;              }              .graf--figure {                text-align: center;                color: gray;                font-style: italic;                font-size: 15px;                margin: 28px auto;                box-sizing: border-box;              }              .graf--figure iframe {                width: 100%;                max-width: 740px;                margin: 0 auto;              }              .graf--p {                font-size: 16px;                line-height: 1.8;                font-family: "Microsoft JhengHei fixed", "Helvetica Neue" ,"Microsoft JhengHei", Helvetica, "Segoe UI", Tahoma, Arial, sans-serif;                letter-spacing: 1px;                font-weight: 400;                max-width: 740px;                color: #535150;                text-align: left;              }              .graf--p > a {                color: #00B3C6 !important;                text-decoration: none !important;              }              .graf--li > a {                color: #00B3C6 !important;                text-decoration: none !important;              }              .graf--quotesSpecial > a {                color: #00B3C6 !important;                text-decoration: none !important;              }              .graf--blockquote > a {                color: #00B3C6 !important;                text-decoration: none !important;              }              .graf--h1 > a {                color: #00B3C6 !important;                text-decoration: none !important;              }              .graf--h2 > a {                color: #00B3C6 !important;                text-decoration: none !important;              }              .graf--h3 > a {                color: #00B3C6 !important;                text-decoration: none !important;              }              a.graf--mention {                color: #535150 !important;                text-decoration: underline !important;                font-weight: 700;              }              .graf--h2 {                font-size: 24px;                padding: 0;                max-width: 740px;                text-align: left;                letter-spacing: 1px;                font-weight: 700;                margin-top: 34px;                line-height: 1.5;              }              .graf--h3 {                font-size: 18px;                padding: 0;                max-width: 740px;                text-align: left;                letter-spacing: 1px;                font-weight: 700;                margin-top: 28px;                line-height: 1.5;              }              .graf--li {                font-size: 16px;                padding: 0px 0px 0px 4px;                font-weight: 400;                letter-spacing: 0px;                list-style-position: outside;                text-align:left;                margin-left: 24px;              }              .graf--hr {                width: 100%;                margin: 0px auto;                transform: translateY(-50%);                position: relative;                padding: 0px;                text-align: left;                max-width: 740px;                margin: 0 auto;              }              .graf--hr hr {                height: 0;              }              .graf--blockquote {                padding: 10px 0px 10px 16px;                font-size: 16px;                color: #7A7574;                letter-spacing: 1px;                margin: 28px 0px;                border-left: 4px solid #DDD9D8;                width: 100%;                max-width: 740px;                text-align: left;              }              .graf--quotesSpecial {                display: table;                color: #7A7574;                position: relative;                padding: 31.5px 40px;                text-align: center;                letter-spacing: 0px;                position: relative;                margin: 29px auto;                font-family: "Microsoft JhengHei fixed", "Helvetica Neue", "Microsoft JhengHei", Helvetica, "Segoe UI", Tahoma, Arial, sans-serif;                font-size: 16px;                -webkit-box-ordinal-group: 1;                -webkit-box-flex: 0;              }              .embed-wrapper {                max-width: 740px;                border: 1px solid #DDD9D8;                display: block;                padding: 12px;                border-radius: 8px;                margin: 12px 0px;                text-decoration: none !important;              }              .embed-title {                font-size: 16px;                font-weight: 700;                color: #535150;                margin-bottom: 8px;                text-align: left;                line-height: 1.5;                text-decoration: none !important;              }              .embed-description {                width: 100%;                font-size: 14px;                color: #7A7574;                line-height: 1.5;                max-height: 150px;                text-align: left;                overflow: hidden;                padding: 12px 0px;              }              .embed-url > a {                width: 100%;                font-size: 14px;                color: #141413 !important;                text-decoration: none !important;                line-height: 1.5;                text-align: left;              }                            .embed-thumbnail-wrapper {                padding-left: 12px;              }              .embed-thumbnail {                width:100px;                border-radius: 8px;              }              pre {                background: #F6F6F6;                border-radius: 8px;                padding: 16px;                font-size: 16px;                color: #535150;                line-height: 180%;                text-align: left;              }              .lexical__textBold {                font-weight: bold;              }              .lexical__textItalic {                font-style: italic;              }              .lexical__textUnderline {                text-decoration: underline;              }              .lexical__textStrikethrough {                text-decoration: line-through;              }              .lexical__textUnderlineStrikethrough {                text-decoration: underline line-through;              }              .lexical__textSubscript {                font-size: 0.8em;                vertical-align: sub;              }              .lexical__textSuperscript {                font-size: 0.8em;                vertical-align: super;              }              .lexical__textCode {                background-color: rgb(240, 242, 245);                padding: 1px 0.25rem;                font-family: Menlo, Consolas, Monaco, monospace;                font-size: 94%;              }            </style></head><body><div class="article-container"><div class="graf--img center"><div class="lexical__imageWrapper"><img src="https://images.vocus.cc/d7c07d2a-f905-4c3f-8653-c268d29a1c30.png" data-src="https://resize-image.vocus.cc/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2Fd7c07d2a-f905-4c3f-8653-c268d29a1c30.png&width=740&sign=Al3JCgdveKXusHCPDMQB79G5sP_kw_3AOiWU5XvhTIo" class="lazy" data-loaded="false" data-original-src="https://images.vocus.cc/d7c07d2a-f905-4c3f-8653-c268d29a1c30.png" data-lowquality="false" data-width="1121" data-height="245" data-retry="0" onerror="Number(this.dataset.retry) > 4 ? this.src='/static/default-error-img.svg': (() => {this.src=this.dataset.originalSrc; this.dataset.retry = Number(this.dataset.retry)+1;})()" data-istopthreeimage="false" alt="raw-image"></div><div></div></div><p class="graf--p"><br></p><p class="graf--p" dir="ltr"><span style="white-space: pre-wrap;">每季追蹤森鉅的簡易損益表(20251118)</span></p><p class="graf--p" dir="ltr"><span style="white-space: pre-wrap;">今年前兩季跟去年相比其實淨利都沒有差很多，但每股盈餘大幅下降。</span></p><p class="graf--p" dir="ltr"><span style="white-space: pre-wrap;">第三季營收落差加大，且營業淨利呈現負值!表示本業的狀況不是很好。每股盈餘達到1.15，看來應該是業外收入捕回來的!</span></p><div class="graf--img center"><div class="lexical__imageWrapper"><img src="https://images.vocus.cc/5e14ff1d-eca0-4ffb-8915-a29b13c045e4.png" data-src="https://resize-image.vocus.cc/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F5e14ff1d-eca0-4ffb-8915-a29b13c045e4.png&width=597&sign=qLbepQk0ONiJLf1x3rbbhVFE7LScfLc3OY8aIPQSgxE" class="lazy" data-loaded="false" data-original-src="https://images.vocus.cc/5e14ff1d-eca0-4ffb-8915-a29b13c045e4.png" data-lowquality="false" data-width="597" data-height="246" data-retry="0" onerror="Number(this.dataset.retry) > 4 ? this.src='/static/default-error-img.svg': (() => {this.src=this.dataset.originalSrc; this.dataset.retry = Number(this.dataset.retry)+1;})()" data-istopthreeimage="false" alt="raw-image"></div><div></div></div><div class="graf--img center"><div class="lexical__imageWrapper"><img src="https://images.vocus.cc/9fb67fe7-6b34-4383-94b4-c6e0417434bc.png" data-src="https://resize-image.vocus.cc/resize?compression=6&norotation=true&url=https%3A%2F%2Fimages.vocus.cc%2F9fb67fe7-6b34-4383-94b4-c6e0417434bc.png&width=597&sign=NNg58rnqLrGgQwf3mdfplWf7xoxe91sXHymiOnmm9pg" class="lazy" data-loaded="false" data-original-src="https://images.vocus.cc/9fb67fe7-6b34-4383-94b4-c6e0417434bc.png" data-lowquality="false" data-width="597" data-height="246" data-retry="0" onerror="Number(this.dataset.retry) > 4 ? this.src='/static/default-error-img.svg': (() => {this.src=this.dataset.originalSrc; this.dataset.retry = Number(this.dataset.retry)+1;})()" data-istopthreeimage="false" alt="raw-image"></div><div></div></div><p class="graf--p" dir="ltr"><br></p><p class="graf--p" dir="ltr"><span style="white-space: pre-wrap;">2025.11.18更</span></p><p class="graf--p" dir="ltr"><span style="white-space: pre-wrap;">第二季受到匯率影響很大，淨外幣兌換利益就高達235173(百萬)元，營業淨利也才146188(百萬)元。</span></p><p class="graf--p" dir="ltr"><span style="white-space: pre-wrap;">第三季如預期，本業的狀況不是很好，10月的狀況也沒有回穩，看起來接下來兩個月可能狀況也不會很好，我們持續追蹤。</span></p><p class="graf--p" dir="ltr"><span style="white-space: pre-wrap;">2025.10.07更</span></p><p class="graf--p" dir="ltr"><span style="white-space: pre-wrap;">9月營收繼續往下探!等第三季財報內容。</span></p><p class="graf--p" dir="ltr"><b><strong class="lexical__textBold" style="white-space: pre-wrap;">資料來源：森鉅2025年第三季財務報告書</strong></b></p></div></body></html>

以行動支持創作者！付費即可解鎖

贊助珍奶

投資理財

(2916)滿心-113&114年度簡易損益表

財報分析入門：看懂損益表，解讀企業獲利關鍵

《轉轉生》（Re:INCARNATION）為奈及利亞編舞家庫德斯．奧尼奎庫與 Q 舞團創作的當代舞蹈作品，結合拉各斯街頭節奏、Afrobeat／Afrobeats、以及約魯巴宇宙觀的非線性時間，建構出關於輪迴的「誕生—死亡—重生」儀式結構。本文將從約魯巴哲學概念出發，解析其去殖民的身體政治。

詹育杰的沙龍

《轉轉生 Re:INCARNATION》：Qudus Onikeku、約魯巴哲學與 Afrobeat 的去殖民身體政治

本文分析導演巴里・柯斯基（Barrie Kosky）如何運用極簡的舞臺配置，將布萊希特（Bertolt Brecht）的「疏離效果」轉化為視覺奇觀與黑色幽默，探討《三便士歌劇》在當代劇場中的新詮釋，並藉由舞臺、燈光、服裝、音樂等多方面，分析該作如何在保留批判核心的同時，觸及觀眾的觀看位置與人性幽微。

陳沅綦的沙龍

柏林劇團《三便士歌劇》：巴里．柯斯基的經典再造，與布萊希特劇場的當代轉向

這是一場修復文化與重建精神的儀式，觀眾不需要完全看懂《遊林驚夢：巧遇Hagay》，但你能感受心與土地團聚的渴望，也不急著在此處釐清或定義什麼，但你的在場感受，就是一條線索，關於如何找著自己的路徑、自己的聲音。

釀電影，啜一口電影的美好。

性別之外，存在面前──淺談劇作《遊林驚夢：巧遇 Hagay》

背景：從冷門配角到市場主線，算力與電力被重新定價

  小P從2008進入股市，每一個時期的投資亮點都不同，記得2009蘋果手機剛上市，當時蘋果只要在媒體上提到哪一間供應鏈，隔天股價就有驚人的表現，當時光學鏡頭非常熱門，因為手機第一次搭上鏡頭可以拍照，也造就傳統相機廠的殞落，如今手機已經全面普及，題

小P趨勢投資

算力的盡頭是電力！009819 小P量化交易者眼中的AI基建雙引擎致勝邏輯

鴞是一種鳥類稱呼，就是大眾所熟知的貓頭鷹。
名稱決定你的群眾，而非群眾決定你的名稱。
這裡是我分享故事的地方，像鳥類一樣，自由自在，無拘無束，我想什麼都分享。
妳也一起來吧！

鴞想大人的天地

(8942)森鉅-113&114年度簡易損益表

<div class="lexical__image center"><div class="lexical__imageWrapper"><picture><source type="image/avif" srcset="https://img.vocus.cc/-glsjZbIEQGPFfaY8R6hid1_hsHaJRV_GiZEMI-UtU4/w:740/f:avif/plain/https://images.vocus.cc/d7c07d2a-f905-4c3f-8653-c268d29a1c30.png"><img src="https://img.vocus.cc/MTk0aldSbRZdGGGJYxT9FuKuXq2JPSwvH4c7feJDIS8/w:740/f:webp/plain/https://images.vocus.cc/d7c07d2a-f905-4c3f-8653-c268d29a1c30.png" fetchpriority="high" data-src="https://img.vocus.cc/MTk0aldSbRZdGGGJYxT9FuKuXq2JPSwvH4c7feJDIS8/w:740/f:webp/plain/https://images.vocus.cc/d7c07d2a-f905-4c3f-8653-c268d29a1c30.png" data-loaded="true" data-original-src="https://images.vocus.cc/d7c07d2a-f905-4c3f-8653-c268d29a1c30.png" data-fallback-src="https://resize-image.vocus.cc/resize?compression=6&amp;norotation=true&amp;url=https%3A%2F%2Fimages.vocus.cc%2Fd7c07d2a-f905-4c3f-8653-c268d29a1c30.png&amp;width=740&amp;sign=Al3JCgdveKXusHCPDMQB79G5sP_kw_3AOiWU5XvhTIo" data-lowquality="false" data-width="1121" data-height="245" data-retry="0" onerror="var p=this.parentNode;if(p&amp;&amp;p.tagName==='PICTURE'){var ss=p.querySelectorAll('source');for(var i=0;i<ss.length;i++)p.removeChild(ss[i])}var r=Number(this.dataset.retry);if(r>=2){this.src='/static/default-error-img.svg';this.onerror=null;return}if(r===0&amp;&amp;this.dataset.fallbackSrc){this.src=this.dataset.fallbackSrc}else{this.src=this.dataset.originalSrc}this.dataset.retry=r+1" data-istopthreeimage="true" alt="vocus｜新世代的創作平台"></picture></div><div></div></div><p class="lexical__paragraph"><br></p><p class="lexical__paragraph" dir="ltr"><span style="white-space: pre-wrap;">每季追蹤森鉅的簡易損益表(20251118)</span></p><p class="lexical__paragraph" dir="ltr"><span style="white-space: pre-wrap;">今年前兩季跟去年相比其實淨利都沒有差很多，但每股盈餘大幅下降。</span></p><p class="lexical__paragraph" dir="ltr"><span style="white-space: pre-wrap;">第三季營收落差加大，且營業淨利呈現負值!表示本業的狀況不是很好。每股盈餘達到1.15，看來應該是業外收入捕回來的!</span></p><div class="lexical__image center"><div class="lexical__imageWrapper"><picture><source type="image/avif" srcset="https://img.vocus.cc/NVYcX-ogeQb-l6cRqzsOdAB4aYVKZgi_WbobssPd3Oc/w:597/f:avif/plain/https://images.vocus.cc/5e14ff1d-eca0-4ffb-8915-a29b13c045e4.png"><img src="https://img.vocus.cc/sQWEkZY1LtzO4XOP3cJISH9qb0At399N3J96YdP__f0/w:597/f:webp/plain/https://images.vocus.cc/5e14ff1d-eca0-4ffb-8915-a29b13c045e4.png" fetchpriority="high" data-src="https://img.vocus.cc/sQWEkZY1LtzO4XOP3cJISH9qb0At399N3J96YdP__f0/w:597/f:webp/plain/https://images.vocus.cc/5e14ff1d-eca0-4ffb-8915-a29b13c045e4.png" data-loaded="true" data-original-src="https://images.vocus.cc/5e14ff1d-eca0-4ffb-8915-a29b13c045e4.png" data-fallback-src="https://resize-image.vocus.cc/resize?compression=6&amp;norotation=true&amp;url=https%3A%2F%2Fimages.vocus.cc%2F5e14ff1d-eca0-4ffb-8915-a29b13c045e4.png&amp;width=597&amp;sign=qLbepQk0ONiJLf1x3rbbhVFE7LScfLc3OY8aIPQSgxE" data-lowquality="false" data-width="597" data-height="246" data-retry="0" onerror="var p=this.parentNode;if(p&amp;&amp;p.tagName==='PICTURE'){var ss=p.querySelectorAll('source');for(var i=0;i<ss.length;i++)p.removeChild(ss[i])}var r=Number(this.dataset.retry);if(r>=2){this.src='/static/default-error-img.svg';this.onerror=null;return}if(r===0&amp;&amp;this.dataset.fallbackSrc){this.src=this.dataset.fallbackSrc}else{this.src=this.dataset.originalSrc}this.dataset.retry=r+1" data-istopthreeimage="true" alt="vocus｜新世代的創作平台"></picture></div><div></div></div><div class="lexical__image center"><div class="lexical__imageWrapper"><picture><source type="image/avif" srcset="https://img.vocus.cc/7Gnxj_LlVkRByw6dm-X1xlQCf1TCW8RzaNFoWIxhJ9I/w:597/f:avif/plain/https://images.vocus.cc/9fb67fe7-6b34-4383-94b4-c6e0417434bc.png"><img src="https://img.vocus.cc/XyJijhffOKOrOXtw9Kk3YqcQlXfQwVBcc8DytLqwFR4/w:597/f:webp/plain/https://images.vocus.cc/9fb67fe7-6b34-4383-94b4-c6e0417434bc.png" fetchpriority="high" data-src="https://img.vocus.cc/XyJijhffOKOrOXtw9Kk3YqcQlXfQwVBcc8DytLqwFR4/w:597/f:webp/plain/https://images.vocus.cc/9fb67fe7-6b34-4383-94b4-c6e0417434bc.png" data-loaded="true" data-original-src="https://images.vocus.cc/9fb67fe7-6b34-4383-94b4-c6e0417434bc.png" data-fallback-src="https://resize-image.vocus.cc/resize?compression=6&amp;norotation=true&amp;url=https%3A%2F%2Fimages.vocus.cc%2F9fb67fe7-6b34-4383-94b4-c6e0417434bc.png&amp;width=597&amp;sign=NNg58rnqLrGgQwf3mdfplWf7xoxe91sXHymiOnmm9pg" data-lowquality="false" data-width="597" data-height="246" data-retry="0" onerror="var p=this.parentNode;if(p&amp;&amp;p.tagName==='PICTURE'){var ss=p.querySelectorAll('source');for(var i=0;i<ss.length;i++)p.removeChild(ss[i])}var r=Number(this.dataset.retry);if(r>=2){this.src='/static/default-error-img.svg';this.onerror=null;return}if(r===0&amp;&amp;this.dataset.fallbackSrc){this.src=this.dataset.fallbackSrc}else{this.src=this.dataset.originalSrc}this.dataset.retry=r+1" data-istopthreeimage="true" alt="vocus｜新世代的創作平台"></picture></div><div></div></div><p class="lexical__paragraph" dir="ltr"><br></p><p class="lexical__paragraph" dir="ltr"><span style="white-space: pre-wrap;">2025.11.18更</span></p><p class="lexical__paragraph" dir="ltr"><span style="white-space: pre-wrap;">第二季受到匯率影響很大，淨外幣兌換利益就高達235173(百萬)元，營業淨利也才146188(百萬)元。</span></p><p class="lexical__paragraph" dir="ltr"><span style="white-space: pre-wrap;">第三季如預期，本業的狀況不是很好，10月的狀況也沒有回穩，看起來接下來兩個月可能狀況也不會很好，我們持續追蹤。</span></p><p class="lexical__paragraph" dir="ltr"><span style="white-space: pre-wrap;">2025.10.07更</span></p><p class="lexical__paragraph" dir="ltr"><span style="white-space: pre-wrap;">9月營收繼續往下探!等第三季財報內容。</span></p><p class="lexical__paragraph" dir="ltr"><b><strong class="lexical__textBold" style="white-space: pre-wrap;">資料來源：森鉅2025年第三季財務報告書</strong></b></p>