-- 联电（TPE:2303）周三在台湾交易所发布公告称，第一季度净利润为162亿新台币，合每股1.29新台币。 周四午盘交易中，联电股价上涨约4%。 营收同比增长5.5%至610.4亿新台币。 联电表示，其22纳米制程技术的需求依然强劲，占第一季度总营收的14%，产能利用率达到79%。 展望未来，联电预计第二季度晶圆出货量将实现高个位数百分比的增长，毛利率约为30%，产能利用率在80%左右。
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Mining & Metals
OR Royalties Sells Stake in Osisko Metals for US$34.8 Million
OR Royalties (OR.TO) has sold its entire remaining non-core equity position in Osisko Metals (OM.TO), generating US$34.8 million in proceeds, Osisko Gold Royalties said Thursday.Osisko Gold Royalties also provided an update on its portfolio. The expanded and accelerated mine plan at Alamos Gold's (AGI.TO) Island Gold District in Canada is expected to transition a greater proportion of production from OR Royalties' current 1.38% net smelter return royalty (NSR) coverage to OR Royalties' 2.0% and 3.0% NSR royalty boundaries.Benz Mining (BZ.V) is conducting a 250,000 meter drill program at the Glenburgh gold project in Western Australia. OR Royalties holds a 1.08% gross revenue royalty on Glenburgh.Talisker Reosurces (TSK.TO) closed a C$52.1 million bought-deal financing in March as it expanded a 2026 diamond drill program at the Bralorne mine in British Columbia to 105,000 meters from 30,000 m. OR Royalties holds a 1.7% NSR royalty on Bralorne.PMET Resources (PMET.TO) has submitted an environmental and social impact assessment for the Shaakichiuwaanaan project in Quebec. OR Royalties's interests in the project includes a sliding-scale 1.5-3.5% NSR royalty on precious metals and 2.0% on lithium and other products.OceanaGold (OGC.TO) reported high-grade drill results from the Wharekirauponga project in New Zealand, including 14.9 meters at 16.3 grams per tonne gold. OR Royalties owns a 2.0% NSR royalty on the project.
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