鸿海二季度净利增长35%创新高：继续加码资本开支无股权融资计划

澎湃新闻08-12

鸿海集团预判明年下游客户对AI产能扩张需求依旧旺盛，将持续加码资本开支。　　8月12日，富士康母公司鸿海精密工业股份有限公司（鸿海精密，2317.TW）发布第二季度财报，鸿海二季度营收2.53万亿元新台币，同比增长41%；归母净利润为600亿元新台币、同比增长35％；营业利润948亿元新台币，同比增长68％，以上指标均创下历年同期新高。　　上半年，鸿海营收达4.65万亿元新台币，同比增长35%；...

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AI平台）正式量产，整体AI机柜营收环比上涨，出货量有望实现高双位数增长，今年全年AI机柜出货量将达成倍数级增长。高速网络设备出货同步推进，800G及以上交换机全年营收有望翻倍，CPO全光交换机也将按计划在第三季度量产交付。　　市场同样关注鸿海大规模扩产下的现金流表现，蒋集恒指出，AI业务为公司财务端带来显著正向拉动，尽管上半年因加大投资、承接大额订单，资本开支达809亿元新台币，同比增长5%，净利息支出同比增加66亿元新台币，但调整后EBITDA同比大增52%至2277亿元新台币，较上年多出776亿元新台币，大幅覆盖资本开支与利息增量，集团现金流健康度持续优化。　　蒋集恒着重提到，预判明年下游客户对AI产能扩张需求依旧旺盛，鸿海将持续加码资本开支，在中国台湾、美国、墨西哥、越南等多地落地扩产计划。鸿海集团现阶段暂无任何股权融资计划，将依靠自有资金支撑后续运营与扩产，保持稳健资本结构。　　在鸿海集团的新业务板块方面，蒋集恒介绍，日本三菱汽车合作车型已官宣，下半年启动交付；波兰电动汽车EMP合作项目稳步推进；沙特阿拉伯合资充电桩工厂预计第四季度投产。中国台湾岛内市场，基于MODEL C衍生的全新车型CAVIRA已于7月开启交付，高雄新工厂同步量产MODEL T车型以及电动巴士动力电池。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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鸿海二季度净利增长35%创新高：继续加码资本开支 无股权融资计划

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鸿海二季度净利增长35%创新高：继续加码资本开支无股权融资计划