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Back廣宇10月營收月減18.22% 力拚全年成長
廣宇10月營收月減18.22% 力拚全年成長
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自由时报24 minutes agoBusiness2 min readChinaView translation

廣宇10月營收月減18.22% 力拚全年成長

鴻海集團旗下廣宇10月營收月減18.22%、年增27.82%,累計前10月營收年減0.66%,看好AI伺服器與機器人布局帶動未來營運。

Quick Look

鴻海集團旗下廣宇公布10月合併營收19.96億元,月減18.22%、年增27.82%,累計前10月營收182.82億元,年減0.66%。公司看好AI伺服器及人形機器人布局,期盼藉此推動長期營運轉型與營收成長。

AI-generated summary

Why It Matters

鴻海集團旗下廣宇公布2023年10月營收數據,並說明未來在AI伺服器與人形機器人領域的業務發展策略。

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在AI伺服器布局方面,廣宇將持續爭取相關產品訂單,以期提振整體營收表現,並透過既有客戶關係,積極切入高端產品線。(資料照)

〔記者方韋傑/台北報導〕鴻海集團旗下廣宇(2328)10月合併營收19.96億元,月減18.22%、年增27.82%;累計今年前10月營收182.82億元,年減0.66%。廣宇指出,10月受到車用產品動能減緩、關鍵物料延遲交付,以及部分零組件產品高峰期已過等因素影響,導致營收較9月下滑,但由於去年同期基期較低,年增幅度仍達雙位數。

觀察今年營運表現,廣宇上半年受到市場需求及出貨影響,營收表現相對疲弱,不過隨著下半年出貨逐步提升,7月至10月營收已連續4個月呈現年增,帶動累計營收年減幅度收斂至0.66%,逐漸回到去年同期水準。廣宇表示,將積極落實AI伺服器及機器人相關產品出貨規劃,爭取全年營收恢復成長。

在AI伺服器布局方面,廣宇將持續爭取相關產品訂單,以期提振整體營收表現,並透過既有客戶關係,積極切入高端產品線。面對近期市場挑戰,公司除了追求營收規模成長,也將優化獲利水準列為主要發展策略,持續提高高毛利產品類別比重,改善整體產品組合。

至於人形機器人領域,廣宇正積極推動相關業務布局,將既有線材與線束技術經驗延伸至人形機器人關鍵零組件市場,尋求新的業務發展機會。公司期望藉由跨足新興應用領域,逐步建立新的營收與獲利成長引擎,推進長期營運轉型。

此外,廣宇現有產品涵蓋線材線束、連接器、機殼、印刷電路板及系統組裝等領域,未來將持續朝提升產品附加價值及優化獲利結構方向發展,並同步爭取消費性電子與車用客戶新機訂單,透過既有業務改善及新興產品布局,為後續營運增添成長動能。

What to Watch

AI outlook — possibilities, not facts

  • 廣宇將持續爭取AI伺服器相關產品訂單以提振營收

    Very likely · Within months

Open Questions

  • AI伺服器訂單何時能實際大量認列營收?
  • 人形機器人關鍵零組件的具體量產時程為何?

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