鸿海今年前五个月累计营收2.89兆元，年增21.6%。相较去年同期，云端网路产品、元件及其他产品和 电脑终端产品强劲成长，消费智能产品则表现持平。 鸿海表示，本季云端网路产品保持成长趋势，唯仍属传统淡季，主要产品进入新旧产品转换期。以目前 能见度来看，第2季营运展望在季对季、年对年表现上有显著成长，仍需持续关注全球政经局势及汇率 变化的影响。 鸿海（2317）昨（5）日公布5月营收6,157亿元（新台币，下同），为历年同期新高，月减3.9%，年增 11.9%，主要受惠于消费智能产品拉货动能强劲，力抗汇率波动。今年前五个月营收为2.89兆元，年增 21.6%，为同期新高。 鸿海5月营收写历年同期新高，因云端网路产品出货与去年同期相比强劲成长，AI云端产品较去年同期 出货增加。元件及其他产品也较去年同期显著成长，相较去年同期，消费智能产品和电脑终端产品则分 别持平和略减。 鸿海5月营收较上月相比略减，但消费智能产品与上月相比显著成长，拉货动能强劲；云端网路产品和 电脑终端产品表现约略衰退，主要受到拉货动能与汇率的影响；元件及其他产品则呈现衰退。 法人表示，鸿海的消费智能产品主要是iPhone，5月拉货动能强劲，推 ...

Core Viewpoint - Hon Hai (Foxconn) is positioning electric vehicles as its third growth engine, alongside ICT and AI products, with expectations for significant revenue growth in the coming years [1][2] Group 1: Company Growth and Market Position - Hon Hai anticipates that its revenue will exceed NT$7 trillion by 2025, marking a new high [1] - The company holds a 44.2% market share in global electronic manufacturing services, making it the industry leader, with one in every two ICT products manufactured by Hon Hai [1] - In the AI server market, Hon Hai has over 40% market share, also leading globally [1] - Revenue from consumer smart products has grown by 20% over the past five years, while cloud networking products have seen a 60% increase [1] Group 2: AI and Digital Transformation - Hon Hai plans to accelerate edge computing applications and develop AI as its second growth engine, focusing on AI servers and three major smart platforms [1][2] - The company aims for annual revenue from AI servers to exceed NT$1 trillion, establishing itself as a major player in the AI sector [2] - Hon Hai is implementing a digital twin model to enhance factory operations, improving efficiency and speed in production [2] Group 3: Electric Vehicle Strategy - Hon Hai is collaborating with Mitsubishi Motors, indicating recognition from traditional automakers and boosting confidence in achieving its goals [2] - The company aims to become one of the top three contract design and manufacturing service (CDMS) providers for electric vehicles globally, integrating hardware and software design [2] - Hon Hai is in discussions with additional Japanese automakers and plans to introduce an American version of its Model C in Q4, while monitoring tariffs to determine the launch pace [2]

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责 任自负。 | 營業收入(新台幣百萬元) | 2025 年 | 月增(減) | 2024 年 | 年增(減) | | --- | --- | --- | --- | --- | | 01 月 | 538,666 | (17.74%) | 522,141 | 3.16% | | 02 月 | 551,383 | 2.36% | 352,481 | 56.43% | | 03 月 | 552,125 | 0.13% | 447.540 | 23.37% | | 04 月 | 641,366 | 16.16% | 510,896 | 25.54% | | 累 計 | 2,283,538 | -- | 1,833,059 | 24.58% | | 期間 | 比較基礎 | 四大產品類別：成長(紅色)/ 袁退 (綠色) | | | | 2025年04月 | MoM | 雲端網路 > 消費智能 > 元件及其他 > 電腦終端 | | | | ...