鷹普精密(01286.HK)上半年純利增長13.7%至3.463億港元 大馬力發動機終端市場收入大幅上升48.3%
格隆匯8月12日丨鷹普精密(01286.HK)公佈中期業績,2025年上半年,公司收益為24.499億港元,同比增長2.0%;公司股東應占期內盈利為3.463億港元,同比增長13.7%;經調整股東應占溢利為3.596億港元,同比上升11.6%;基本每股盈利為18.35港仙,擬派中期息每股8.0港仙。
期內,人工智能大潮繼續席捲全球,相關的大數據中心需求進一步激增,帶動大馬力發動機作為分佈式發電機關鍵組件的需求大幅上升,疊加集團市場份額的提升和產品的深度加工,令大馬力發動機終端市場收入大幅上升48.3%。與此同時,集團醫療終端市場期內有新產品開始批量生產,銷售同比上升更達50.6%。
在利潤端方面,今年上半年集團墨西哥新工廠仍錄得較大幅度虧損,而歐洲汽車市場疲軟加上當地通脹居高不下的情況持續影響土耳其工廠銷售和利潤表現。幸而集團中國區大部分工廠成功於貿易戰及高關税的衝擊下維持堅韌亮麗的財務表現,加上集團融資成本有所下降,帶動集團期內經調整股東應占溢利上升11.6%。
2025年上半年按業務分部劃分,得益於集團大馬力發動機終端市場銷售持續強勁增長,與之相關的砂型鑄件銷量同比顯着上升35.9%。隨着南通工廠於2024年1月完成復修,集團表面處理業務收入於期內持續回升,同比增長33.8%。儘管醫療終端市場銷售增長亮麗,但受部分多元化工業和汽車終端市場客户需求減弱影響,熔模鑄件期內銷售同比下降3.6%,精密機加工件及其他主要受汽車終端市場客户需求減弱影響,銷售同比下降12.3%。
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