近日，友达光电发布公告称，将L3C厂房及相关附属设施出售给半导体封测企业力成科技。交易总金额68.98 亿元新台币，预计此次可为友达带来约38.5亿 元新台币的收益。 根据公告，友达此次处置资产的主要目的是聚焦轻资产营运模式、活化资产及优化财务结构。 值得关注的是，作为中国台湾地区的面板制造龙头企业，友达光电的业务覆盖LCD与OLED显示面板，产品广泛应用于电视、车载、消费电子等领域，曾在 全球面板市场占据重要位置。但近年来，这家老牌厂商开始频繁调整资产结构，厂房出售已成常态。2024年8月，友达光电就将台南、台中多处厂房卖给存 储巨头美光；今年2月，又把中科后里园区的部分厂房及设施出售给美光。 值得关注的是，友达光电近期的经营业绩正面临压力。根据其近日公布的2025年第三季度财报显示，友达光电该季度合并营业额为699.1亿元新台币，较去 年同期减少10.1%；当季归属母公司业主的净亏损为12.8亿元新台币。 为应对市场变局，友达在今年年中宣布组织调整，董事长彭双浪兼任集团执行长，总经理柯富仁出任营运长，意图强化"显示科技、智能出行、垂直场域"三 大支柱的协同。 ...

Core Viewpoint - AUO is actively selling its properties to enhance its asset utilization and optimize its financial structure, indicating a strategic shift towards a light asset operation model [1][2][3]. Group 1: Recent Transactions - On November 14, AUO announced the sale of its L3C factory and related facilities in Hsinchu to Powertech Technology Inc. for NT$ 6.898 billion (approximately RMB 1.572 billion), expecting a profit of NT$ 3.85 billion (approximately RMB 875 million) [1]. - In February 2025, AUO sold part of its factory and facilities in the Central Taiwan Science Park to Micron for NT$ 3.05 billion, recognizing a gain of NT$ 1.8 billion [2]. - In August 2024, AUO sold multiple factories in Tainan and Taichung to Micron, including three color filter factories, with a total transaction value of NT$ 7.4 billion and a recognized gain of NT$ 4.174 billion [3][5]. Group 2: Asset Details - The recent sale to Micron involved a land area of 87,379.04 square meters and a building area of 146,033.28 square meters, with a total transaction value of NT$ 7.4 billion and a gain of NT$ 4.174 billion [5]. - Additionally, AUO sold part of its buildings and facilities in Taichung, adjacent to Micron's factory, covering an area of 32,500 square meters for NT$ 700 million, with a gain of NT$ 544 million [5].