| | | 11月5日，作为英伟达最大服务器制造商和苹果顶级iPhone组装商，鸿海最新公布的业绩报告显示，AI服务器业务成为增长引擎，10月营收 不仅创下历史同期纪 录，更创下公司成立以来的单月最高纪录(历年同期次高为2024年10月营收8048亿；历年单月次高为2025年9月营收 8370 亿）。 财务表现： 10月营收达到8957亿，超越9月的8370亿，也远高于去年同期的8048亿，月增7.01%，年增11.29%（美元计价年增15.4%）； 鸿海最新公告显示，10月营收达到8957亿，超越9月的8370亿，也远高于去年同期的8048亿。AI服务器业务成为核心增长引擎，云端网络产品因AI机柜拉货需求强劲领涨所有类 别。传统PC和iPhone组装业务表现平淡。预计第四季预计第四季"营运仍会逐季成长"，受益于AI机柜出货放量及ICT产品旺季。 编辑 | 硬 AI AI热潮继续扮演增长引擎角色，鸿海10月营收数据表现亮眼，创下多项历史纪录。 元件及其他产品类别同样表现强劲，公司将其归因于"主要业务相关零组件拉货需求"。 前10月累计营收6.39万亿新台币，年增15.55%（美元计价年增17.9%），同样 创 ...

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]

Core Insights - Foxconn's parent company, Hon Hai Precision Industry Co., Ltd., reported strong performance in the first half of 2025, driven by a surge in AI server demand [1] - The company expects a significant year-on-year increase of over 170% in AI server revenue for the third quarter, contributing to overall revenue growth [1] - Despite the positive outlook, Hon Hai has lowered its revenue growth expectations for 2025 due to potential external environmental impacts [1] Revenue Performance - In the first half of 2025, Hon Hai achieved revenue of NT$3.44 trillion and a net profit of NT$864.7 billion, with earnings per share at NT$6.23 [1] - In Q2 2025, revenue reached NT$1.79 trillion, marking a 16% year-on-year increase, while net profit rose by 27% to NT$443.6 billion, significantly exceeding market expectations [1] Business Segments - The cloud network business, including AI servers, has become the largest revenue source, surpassing consumer electronics for the first time [2] - Cloud computing revenue grew over 50% year-on-year, with AI server revenue increasing by over 60% and cloud service provider server revenue soaring by over 150% in Q2 [2] - The consumer electronics segment, heavily reliant on Apple, continues to show weak performance, with overall results in the first half of 2025 remaining flat compared to 2024 [2] Future Outlook - Hon Hai anticipates strong growth in cloud network products and expects operational improvements in the second half of the year, despite global economic slowdowns and consumer demand weakness [2] - The components and other products segment showed significant growth in the first half of 2025, with expectations for substantial annual growth [3] Stock Performance - As of the latest trading session, Hon Hai's stock price increased by 2.4%, with a cumulative rise of 13.8% over the past month [4]

Core Insights - Hon Hai's chairman Liu Yangwei stated that electric vehicles will be the third growth engine for the company, following information communication (ICT) and AI products, with expectations for 2025 revenue to exceed NT$7 trillion [1] - The company aims to maintain its leading position in the ICT sector, with a global electronic manufacturing market share of 44.2% in 2024, and an AI server market share exceeding 40% [1] - Hon Hai's revenue from consumer smart products has grown by 20% over the past five years, while cloud network products have seen a 60% increase [1] Group 1 - Hon Hai plans to accelerate edge computing applications in AI, which is seen as the second growth engine, contributing significantly to revenue through AI servers and three major smart platforms [1][2] - The company is establishing a data-related industrial chain in multiple countries and integrating AI into corporate governance, focusing on generative AI (GAI) as the core of its software platforms [2] - Hon Hai aims to become one of the top three contract design and manufacturing service (CDMS) providers for electric vehicles, with ongoing discussions with multiple Japanese automakers [2] Group 2 - The company showcased several electric vehicles at the shareholder meeting and reported "exciting progress" in collaboration with Mitsubishi Motors, indicating recognition from traditional automakers [2] - Hon Hai's AI server revenue is projected to exceed NT$1 trillion annually, leveraging a digital twin model to enhance factory planning and operational efficiency [2] - The company is actively pursuing the U.S. market for its electric vehicles, with plans to launch a U.S. version of Model C in the fourth quarter, while monitoring tariff implications [2]

▶ 关于集邦 【钜亨网】 鸿海今（14）日召开法说并公告第一季财报，在本业持稳以及业外助力下，税后纯益 421.08亿新台币（约人民币100.43亿元），季减9%，但年增91%，创历史新高。 图片来源：鸿海精密 鸿海第一季营收1.64万亿新台币（约人民币3,911.40亿元），季减23%、年增24%，毛利率6.11%， 季减0.04个百分点、年减0.2个百分点、营业利益465亿元，季减28%、年增27%，营益率2.83%， 季减0.2个百分点、年增0.05个百分点，净利率2.56%，季增0.39个百分点、年增0.9个百分点。 值得注意的是，鸿海在去年第一季及第四季受到转投资的夏普资产减损等干扰因素，业外均出现 亏损，但今年第一季业外收入126.2亿新台币，也大举助力鸿海整体获利表现。 鸿海第一季营收季减、年增幅度均符合预期，四大产品类别来看，电脑终端季增、年增均优于预 期，但云端网络产品季增不如预期、呈现持平，消费智能年增同样不如预期、也是持平，组件及 其他产品整体符合预期。营收比重来看，消费智能40%、云端网络34%、电脑终端19%、元件及其 他7%。 #鸿海精密 #富士康 上下滑动查看 ...