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"description": "和椿 (6215-TW) 自结第 2 季、上半年财报暨营运成果,第 2 季税后纯益 6,500 万元,单季 EPS 为 0.78 元,上半年税后净利为 1.59 亿元,EPS 为 1.92 元,上半年 EPS 已赚近去年 92.31%。",
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"content": "<p>AI 与机器人自动化厂和椿 (6215-TW) 自结第 2 季、上半年财报暨营运成果,第 2 季税后纯益 6,500 万元,单季 EPS 为 0.78 元,上半年税后净利为 1.59 亿元,EPS 为 1.92 元,已赚进去年全年的 92.31%。和椿表示,受益具身智慧 (Embodied AI)、半导体代工等产品挹注,带动第 2 季、上半年营运动能强劲成长。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6565838/l/19d227341a2c3af4551611d98fe24e7b.jpg\" alt=\"和椿上半年EPS达1.92元赚逾去年全年9成 下半年将提升高毛利产品比重\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>和椿在上半年营运展现成长动能,上半年交出「三率齐扬」的亮眼成绩,毛利率为 27.23%、年增 2.9 个百分比;营业利益率为 11.1%、年增 4.6 个百分比;净利率为 9.51%、年增 4.4 个百分比,皆较去年同期增加,也推升上半年获利更上层楼。</p>\n\n<p>和椿表示,上半年在具身智慧及半导体晶圆代工、先进封装及高阶 AI 伺服器制造等相关供应链下,旗下半导体后段制程关键自动化次系统整合与设备需求增加,加上智慧搬运与智慧巡检等相关功能型机器人的刚性需求,带动公司上半年营运动能成长。</p>\n\n<p>和椿指出,面对高阶智慧制造与传统零售对物流、重物搬运及产线自动化衔接的刚性需求,成功将传统驱动元件升级为高价值的 Embodied AI 与机器人软硬体整合服务;也全面导入高算力边缘 AI 运算平台与先进 3D 视觉演算法,赋予功能型机器人高精度感知辨识、动态即时避障及多机车队调度能力,更深化与全球服务型机器人龙头普渡机器人及优必选 (UBTECH) 的跨国战略联盟,出货量创下年增 31.14% 的优异成绩。</p>\n\n<p>和椿董事长张以升则表示,公司长期累积于半导体晶圆级与 SMT 高精密设备之零失误严苛验证标准,并将此优势转移至机器人模组与自动化次系统,构筑出强大的竞争壁垒,在全球 Physical AI(物理 AI) 与自动化浪潮重塑产业运作模式之际,今年上半年出货量的强劲成长,仅是公司迈入高成长期的新起点。</p>\n\n<p>展望下半年及未来发展,张以升强调,将持续发挥「半导体高阶次系统」与 AI 机器人双轨并进的综效,持续深化半导体关键制程相关产业 AMR(自主移动机器人) 的部署,为产业自动化带来最具竞争力的关键突破,亦凭借门槛与在地化服务能力,进一步提升高毛利产品比重,维持强劲的营运成长动能,为股东与客户创造长期永续的价值。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-9962.html\" title=\"〈华邦电法说〉Q2获利创高EPS 5.4元 记忆体毛利率冲破70%\">〈华邦电法说〉Q2获利创高EPS 5.4元 记忆体毛利率冲破70%</a></li>\n <li><a href=\"/new/tw/article-21005.html\" title=\"巨亨速报 - Factset 最新调查:京元电子(2449-TW)EPS预估下修至8.51元,预估目标价为346.5元\">巨亨速报 - Factset 最新调查:京元电子(2449-TW)EPS预估下修至8.51元,预估目标价为346.5元</a></li>\n <li><a href=\"/new/tw/article-15362.html\" title=\"【优分析即时新闻】联一光(3441)第二季毛利率跳增至37.83%,CPO前段材料题材发酵\">【优分析即时新闻】联一光(3441)第二季毛利率跳增至37.83%,CPO前段材料题材发酵</a></li>\n <li><a href=\"/new/tw/article-3919.html\" title=\"巨亨速报 - Factset 最新调查:国泰金(2882-TW)目标价调升至97.2元,幅度约3.74%\">巨亨速报 - Factset 最新调查:国泰金(2882-TW)目标价调升至97.2元,幅度约3.74%</a></li>\n <li><a href=\"/new/tw/article-9763.html\" title=\"台湾大董事长蔡明忠连4届入选HBR台湾企业领袖100强 任内市值成长3035亿元\">台湾大董事长蔡明忠连4届入选HBR台湾企业领袖100强 任内市值成长3035亿元</a></li>\n <li><a href=\"/new/tw/article-8934.html\" title=\"瑞昱Q3营运审慎 PC需求承压 涨价效益本季起显现\">瑞昱Q3营运审慎 PC需求承压 涨价效益本季起显现</a></li>\n </ul>\n</div>",
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