鸿海信息通信产品进入旺季 第三季度运营升温

Core Insights - Hon Hai Precision Industry Co., Ltd. reported a consolidated revenue of NT$613.86 billion for July, marking a month-on-month increase of 13.6% and a year-on-year increase of 7.25%, setting a new record for the same period [1][2] - The growth was primarily driven by sustained demand for AI-related products, as well as strong demand for computer terminal and consumer smart products, with expectations for better performance in Q3 compared to Q2 [1][2] - For the first seven months, the consolidated revenue reached NT$4.53 trillion, reflecting a year-on-year increase of 17.62%, also a record for the same period [2][3] Revenue Breakdown - The "computer terminal product category" and "consumer smart product category" showed strong growth compared to the previous month, with the latter mainly driven by iPhone sales, indicating robust demand ahead of the upcoming iPhone 17 series launch [2][3] - The "cloud network product category" remained stable compared to June, while the "components and other products category" experienced significant growth, although it faced some decline year-on-year due to exchange rate impacts [2][3] - The "cloud network product category" saw strong year-on-year growth, primarily due to robust demand for AI cloud products, while the "computer terminal product category" showed slight stability [2][3] Market Reaction - Following the revenue announcement, Hon Hai's stock price increased by NT$4.5, closing at NT$184.5, with a trading volume of 50,800 shares, surpassing the five-day, ten-day, twenty-day, and sixty-day moving averages [3]