鸿海 8 月营收创同期新高：6065 亿新台币，同比增长 10.61%

Core Viewpoint - Foxconn (Hon Hai Precision Industry Co., Ltd.) reported a record revenue of NT$606.51 billion for August 2023, marking a year-on-year increase of 10.61% and a slight month-on-month decrease of 1.20% [1] Group 1: Revenue Performance - The revenue for August 2023 reached NT$606.51 billion, equivalent to approximately RMB 141.96 billion, achieving a new high for the month [1] - Year-on-year revenue growth was recorded at 10.61%, while there was a minor month-on-month decline of 1.20% [1] Group 2: Business Segment Analysis - In Foxconn's four major business segments, "Cloud Network" and "Components & Others" experienced both year-on-year and month-on-month growth [2] - The growth in the "Cloud Network" segment was driven by sustained demand for AI server shipments [2] - The "Components & Others" segment's growth was attributed to new product stocking and demand for key component supplies [2] - Conversely, the "Computer Terminal" and "Consumer Electronics" segments saw declines in both year-on-year and month-on-month metrics [2] - The decline in "Computer Terminal" revenue was linked to demand fluctuations and exchange rate impacts, while "Consumer Electronics" faced challenges due to product transitions and currency factors [2] Group 3: Future Outlook - Foxconn forecasts significant growth in "Cloud Network" product shipments for the third quarter, maintaining a strong growth trend [4] - The ICT sector is entering its traditional peak season, with operational activities expected to gradually increase [4] - Overall operations are anticipated to show positive growth both year-on-year and month-on-month in the third quarter [4]