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Tong Yang October Revenue Falls 9.3% YoY Amid Severe Shipping Disruptions
Producer Manufacturing · Auto Parts: OEM · economic_daily · 2026-11-09
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Automotive parts manufacturer Tong Yang reported October revenue of NT$1.992 billion, citing significant shipping bottlenecks that are hindering delivery despite strong order books.
What Happened
Revenue Overview: Tong Yang reported consolidated revenue of NT$1.992 billion for October, a 9.3% decrease compared to the same period last year. The cumulative revenue for the first ten months of the year reached NT$19.366 billion, reflecting a stable overall business scale.
Logistics Challenges: Although the company holds a strong backlog of orders, it is currently facing severe disruptions in maritime logistics, with the impact exceeding that seen during the pandemic. These shipping bottlenecks have hindered product delivery schedules, preventing monthly revenue from fully reflecting the underlying demand.
Business Segment Performance: The AM (Aftermarket) division recorded October revenue of NT$1.427 billion, with the year-to-date total marking the third-highest on record for the same period. The OEM (Original Equipment Manufacturer) division achieved NT$565 million in October, its second-highest monthly revenue for the year.
Outlook: Investors are monitoring how Tong Yang will adjust its logistics strategies to mitigate the ongoing shipping pressures. Despite short-term revenue volatility caused by supply chain issues, the solid foundation of both the OEM and AM divisions remains the core driver for the company's long-term operations.