AI服务器需求强劲！鸿海4月营收创新高，同比增长25.5%

Core Viewpoint - Hon Hai's revenue in April reached a record high, driven by strong demand for AI servers, with a year-on-year growth of 25.5% to NT$641.37 billion, and a month-on-month increase of 16.16% [1][3]. Group 1: Revenue Performance - In the first four months of 2025, Hon Hai's cumulative revenue was NT$228.35 billion, representing a year-on-year increase of 24.58%, also the highest for the same period in history [1][3]. - April's revenue growth was supported by strong performance in the "cloud network products," "components and others," and "computer terminal products" categories, while "consumer electronics" remained relatively flat [3][5]. Group 2: Product Category Insights - The "cloud network products" category experienced robust year-on-year growth due to strong demand from AI cloud products [5]. - The "components and others" category saw significant year-on-year growth driven by increased shipments of key business-related components [5]. - The "computer terminal products" category also showed strong year-on-year growth, benefiting from substantial demand [5]. - The "consumer electronics" category's performance was approximately flat year-on-year [5]. Group 3: Future Outlook - Looking ahead to the second quarter, the company expects continued growth in cloud network products, although it is traditionally a slow season, and major products are transitioning between old and new versions [1][3]. - The operational outlook for the second quarter is anticipated to show both quarter-on-quarter and year-on-year growth, but the company will continue to monitor the impact of global political and economic changes [1].