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【鸿腾精密(6088.HK)】25Q3业绩同比增长,AI业务收入贡献有望持续提升——25Q3业绩点评(付天姿/王贇)
光大证券研究· 2025-11-13 23:04
Core Viewpoint - The company reported a year-on-year increase in revenue and net profit for Q3 2025, driven by AI server products and operational efficiency improvements [4]. Group 1: Financial Performance - In Q3 2025, the company achieved revenue of $1.324 billion, a 13% increase year-on-year, and a net profit of $74 million, up 9% year-on-year [4]. - The net profit margin was 5.62%, a decrease of 0.2 percentage points year-on-year [4]. - Revenue contributions from various segments showed significant growth, with data center and electric vehicle (EV) businesses performing particularly well [4]. Group 2: Business Segment Performance - The data center business saw a 34% year-on-year revenue increase, primarily due to rising demand for AI server products [5]. - The automotive business experienced a remarkable 116% year-on-year revenue growth, driven by the One Mobility strategy and increased demand for data connectivity and high-power solutions [6]. - System terminal products revenue grew by 3% year-on-year, exceeding guidance, attributed to a rebound in consumer demand [7]. Group 3: Future Outlook - The company expects double-digit growth in data center revenue for Q4 2025 and the full year, with a projected increase of over 15% year-on-year [5]. - The automotive business is also anticipated to maintain double-digit growth for Q4 2025 and the full year, with a similar growth expectation [6]. - System terminal products are expected to remain stable in Q4 2025, with guidance indicating a potential decline for the full year [7].
FIT HON TENG中期股东应占利润3151.1万美元 同比减少3.11%
Zheng Quan Shi Bao Wang· 2025-08-13 01:09
Core Insights - FIT HON TENG reported a revenue of $2.305 billion for the six months ending June 30, 2025, representing a year-on-year growth of 11.53% [2] - The profit attributable to the company's owners was $31.511 million, a decrease of 3.11% compared to the previous year, with basic earnings per share at $0.44 [2] - Revenue from the smartphone and system terminal product market experienced a decline, while the cloud network infrastructure, computer and consumer electronics, and electric vehicle markets saw growth, with the electric vehicle market showing the most significant increase of 102.3% [2]
FIT HON TENG发布中期业绩,股东应占利润3151.1万美元 同比减少3.11%
Zhi Tong Cai Jing· 2025-08-12 14:16
在五个主要终端市场中,智能手机终端市场产生的营收减少12.1%,云端网路设施终端市场产生的营收 增加35.7%,电脑及消费性电子终端市场产生的营收增加14.3%,电动汽车终端市场产生的营收增加 102.3%,及系统终端产品终端市场产生的营收减少12.4%。 FIT HON TENG(06088)发布截至2025年6月30日止6个月中期业绩,该集团取得营收23.05亿美元,同比 增加11.53%;公司拥有人应占利润3151.1万美元,同比减少3.11%;每股基本盈利0.44美分。 ...