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]

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 | | | | ...