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英恆科技(01760.HK)上半年收入總額增長約5%至29.7億元

格隆匯8月26日丨英恆科技(01760.HK)公告,2025年上半年集團的整體業績表現穩定。收入總額按年增長約5%至人民幣29.7億元,主要得益於安全系統板塊、動力系統及雲服務器板塊增長帶動。其中,安全系統期內收入增加27%,動力系統板塊增加15%。新能源汽車板塊保持佔集團收入最大比例,爲48.5%,車身系統、安全系統板塊以及動力系統各自佔總收入10.6%、15.2%及6.2%。智駕網聯業務收入則和去年相若,佔總收入7.8%。隨着人工智能逐漸滲透日常生活,AI服務器需求持續增長,帶動雲服務器板塊收入按年上升135%,佔集團收入8.6%。此外,在2025年上半年,集團獲得更多的客戶量產專案開發委託以及定點,服務及其他類收入佔收入3.1%。

年內股東應佔利潤爲人民幣49.7百萬元,去年同期爲人民幣97.7百萬元,因此2025年上半年淨利潤率爲1.6%。

2025年上半年,集團獲得新增量產定點項目112個,其中10個項目涉及出口車型或海外客戶項目,定點項目包括底盤和ADAS等重要領域;除國內主要車企外,客戶還拓展至日本、歐洲主要車企及Tier1,是集團未來增長的有力支撐。

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