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国金高频图鉴 | 中美航运延时反弹&政策刺激汽车销售
雪涛宏观笔记· 2025-06-22 01:56
6 月上半月中美航运量迅速反弹 6 月前 10 日韩国出口回暖 地产销售低位,一二线弱于三线 汽车销量同比抬升,新能源亮眼 01 6月上半月,中美航运量迅速反弹 本期Headline 关于本栏目 高频数据难懂?挖掘信息不易?【国金高频图鉴】每周一期,与您一同从高频数据库中抽丝剥茧,看懂 全球经济的新变化。如需底层数据库,欢迎联系国金宏观团队。 随着5月12日中美关税缓和,中美之间贸易往来有所升温,价格率先修复。但航运量安排具有一定 滞后性,一直到六月中美航运量才开始好转。 彭博编制的集装箱出港量(Container Ship Departure)本周均值59.1,较五月最后一周已反弹超 25%。 02 6月前10日,韩国出口回暖 | 月份 | 出口同比 | 美国 | 欧盟 | 中国 | 日本 | 印度 | 越南 | 新加坡 | 中国香港 中国台湾 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/ 06 | 5.4 | 3.9 | 14. 5 | 2.9 | - 5. 9 | 12. 0 | -9.5 ...
文晔、大联大,5月营收下滑!
芯世相· 2025-06-12 06:19
Core Viewpoint - The article analyzes the recent financial performance of major global chip distributors, specifically WPG Holdings and Axiomtek, highlighting their revenue trends and market dynamics in the semiconductor industry [2][3]. Group 1: WPG Holdings Financial Performance - WPG Holdings reported a revenue of NT$783 billion in May, a year-on-year decrease of 2.35% and a month-on-month decrease of 33.67% [8][10]. - Cumulatively, WPG's revenue for the first five months of the year reached NT$443.8 billion, reflecting a year-on-year increase of 23.16% [8][10]. - The company attributes the revenue decline in May partly to the appreciation of the New Taiwan Dollar and notes that inventory adjustments among downstream semiconductor clients are largely complete [11]. Group 2: Axiomtek Financial Performance - Axiomtek achieved a record revenue of NT$754.6 billion in May, marking a year-on-year increase of 12.1% and a month-on-month decrease of 17.78% [4][5]. - The cumulative revenue for Axiomtek in 2025 reached NT$4,160.8 billion, representing a year-on-year increase of 31.1% [5]. - The growth in Axiomtek's revenue is attributed to the rapid development of generative AI, which has increased demand for traditional and AI server components [7]. Group 3: Market Trends and Future Outlook - Both companies experienced significant revenue growth in the first quarter of 2025, driven by strong demand in the AI and electronics sectors [12][16]. - Axiomtek's first-quarter revenue reached NT$2,488.3 billion, a year-on-year increase of 36.8%, while WPG's first-quarter revenue was NT$2,474 billion, up 28% year-on-year [12][16]. - The outlook for the second quarter remains cautiously optimistic, with expectations of gradual recovery in end-user demand as inventory adjustments in North America and Europe conclude [19].