
Industrial computer factory Huahan's August revenue increased by 43.1% year-on-year. The cumulative revenue in the first eight months was a new record for the same period. The management is optimistic about the future development of physical AI and software business.
AI-generated summary
Industrial computer manufacturer Huahan announced its latest revenue performance and orders on hand, and continues to promote AI and software business.
Looking forward to the future, Huahan will continue to increase the proportion of AI, software and solutions business.
[Reporter Fang Weijie/Report from Taipei] Industrial computer factory Huahan (6414)'s revenue in August was 15.49 billion yuan, a monthly decrease of 5.6% and an annual increase of 43.1%, setting a new monthly high performance; in the first eight months of this year, the cumulative revenue was 117.18 billion yuan, an annual increase of 29.4%, a new record for the same period; management said that the group's current order amount exceeds 2550 billion, covering business areas such as the Industrial Internet of Things, smart software and solutions, as well as smart factories and factory affairs.
Hua Han pointed out that after the company completes the public acquisition of Kontron and increases its shareholding, the revenue and profit contribution of Physical AI will be significantly increased, providing stable visibility and growth foundation for future operations. All three of its major business units showed growth in August. The industrial Internet of Things business benefited from strong demand for global physical AI application solutions, smart software and solutions benefited from long-term industry growth trends, and smart factories and factory affairs continued to benefit from the advancement of semiconductor high-tech factory engineering projects.
Huahan believes that with the group's complete layout in industrial computers, edge computing, industrial software, system integration and global manufacturing services, Huahan has established a complete value chain from AI infrastructure, edge AI to physical AI solutions, and continues to deepen the ESaaS development strategy, integrate the group's global technology and industrial resources, and assist customers in promoting digital transformation and intelligent upgrades.
Looking forward to the future, Huahan will continue to increase the proportion of AI, software and solution businesses, and expand the scale of high value-added business through independent research and development, strategic alliances and mergers and acquisitions. As global enterprises accelerate the introduction of AI and smart applications, the Group is expected to benefit from the long-term growth trends of the physical AI and industrial AI markets, continue to optimize its revenue structure and profit quality, and promote long-term growth of corporate value.
AI outlook — possibilities, not facts
Huahan will continue to increase the proportion of AI, software and solutions business
Very likely · Within months

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