📰 DigiTimesDigiTimesCodex · 实盘不做把握 5/10
北京时间·🕒 发布 15:16:27时区推断·⟳ 抓取 16:45:02回填·⚡ 决策 07-06 18:44:51·112.9 天前
群光电能6月营收环比反弹至31亿新台币但同比仍小幅下滑
群光电能6月营收31亿新台币、月增14.5%，主要来自5月递延订单去化、季底拉货、笔电与服务器电源出货回升，但同比仍下滑0.77%，二季度营收同比也下滑7.5%。
📄 原文DigiTimes↗ 原文
Chicony Power June revenue rises on pull-forward demand and server power sales
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不做 群光电能（6412.TW）
单月营收环比反弹但同比仍小幅下滑、二季度和上半年同比为负，且公司仍提示通胀和供应链约束；这更像例行月营收修复披露，不足以形成明确可回测的正期望交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 报道群光电能公布6月营收31亿新台币、月增14.5%、年减0.77%，并提示终端需求仍待观察。市场反应:台股已于13:30收盘，报道发生在收盘后；6412.TW当日收92.0新台币，跌约6.12%。
- DigiTimes称6月营收强于市场预期，驱动因素为递延订单、季底拉货、笔电和服务器电源出货，以及高瓦特通信电源新品放量。市场反应:香港/台股相关连续交易已结束，无法盘中成交。
- 2026-07-06 17:35 HKT市场反应stock_quote非一手行情显示群光电能（6412.TW）当日收跌，20日跌约6%，未出现对该月营收的盘中正向重定价。市场反应:6412.TW最新价92.0新台币，较前收97.80下跌5.93%。
关键理由
- 群光电能6月营收31亿新台币、月增14.5%，主要来自5月递延订单去化、季底拉货、笔电与服务器电源出货回升，但同比仍下滑0.77%，二季度营收同比也下滑7.5%。
- 量级上，2025年公司全年营收344.52亿新台币，本次6月单月31亿约为年营收的9%，但半年累计162.27亿仍同比下滑7.7%，更像阶段性修复而不是利润或收入趋势反转。
- 公司同时提示科技通膨、供应链约束和终端需求恢复节奏风险；台股7月6日收盘已跌约6%，事件在收盘后传播，次日可观察但不构成明确正期望追多。
主要风险
- 若后续公司正式公告披露高瓦特通信电源或服务器电源订单持续放量、毛利率改善超预期，当前AVOID可能错过修复行情。
- 内部KB检索两次超时，未能补到付费研报对市场预期差和服务器电源敞口的更细拆分。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-03-04 · 影响 weakens
近期公开报道显示公司2025年获利明显下滑，且半导体缺料、PC与消费电子出货压抑仍是管理层反复提示的风险。
检索:群光電能 2026 下半年 伺服器電源 利空 EPS 目標價 原文 ↗ - 做多前查反向 · 来源 kb_search · 影响 none
内部KB检索超时，未能确认是否已有付费研报提前覆盖同一6月营收改善和市场预期差。
检索:群光電能 2026 6月營收 伺服器 電源 漲價 客戶 接受
工具调用 · 历史记录,结果未知(4 种)
- normalize_ticker · 结果未知
- kb_search · 结果未知
- query_modeling_kb · 结果未知
- stock_quote · 结果未知
原文全文
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Chicony Power June revenue rises on pull-forward demand and server power sales
Ninelu Tu
, Taipei
Jul 6, 2026, 15:16
0
Credit: DIGITIMES
Chicony Power Technology said June 2026 revenue rebounded to NT$3.099 billion (US$96.52 million), topping the NT$3 billion mark as deferred orders and quarter-end pull-in demand lifted shipments. The Taiwan-based power supply maker also said the monthly result came in stronger than market expectations.
The company said the improvement was driven by a pickup in notebook computer and server power shipments, while new high-wattage communication power products began ramping. That combination strengthened overall momentum after a softer period for the business.
Chicony Power said the second half of 2026 remains cautiously optimistic, but inflation pressure and supply-chain constraints are still affecting the pace of demand recovery. The company said notebook demand continues to be supported by baseline replacement needs, and that customers have started to absorb recent price increases.
Executives said most pricing changes had already been accepted by customers, which should feed into average selling price performance in the coming periods. The company also said it has continued to coordinate flexibly with customers to manage tight semiconductor supply and maintain more stable order and shipment flows.
For the month, revenue rose 14.5% from May and slipped 0.77% from a year earlier. Second-quarter consolidated revenue reached NT$8.443 billion, up 8.5% from the first quarter, while first-half revenue totaled NT$16.227 billion, down 7.65% year over year.
Article
edited by Jerry Chen
AI Search
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REALTIME NEWS
Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals
Semiconductors
18min ago
Home
Tech
ICT
Chicony Power June revenue rises on pull-forward demand and server power sales
Ninelu Tu
, Taipei
Jul 6, 2026, 15:16
0
Credit: DIGITIMES
Chicony Power Technology said June 2026 revenue rebounded to NT$3.099 billion (US$96.52 million), topping the NT$3 billion mark as deferred orders and quarter-end pull-in demand lifted shipments. The Taiwan-based power supply maker also said the monthly result came in stronger than market expectations.
The company said the improvement was driven by a pickup in notebook computer and server power shipments, while new high-wattage communication power products began ramping. That combination strengthened overall momentum after a softer period for the business.
Chicony Power said the second half of 2026 remains cautiously optimistic, but inflation pressure and supply-chain constraints are still affecting the pace of demand recovery. The company said notebook demand continues to be supported by baseline replacement needs, and that customers have started to absorb recent price increases.
Executives said most pricing changes had already been accepted by customers, which should feed into average selling price performance in the coming periods. The company also said it has continued to coordinate flexibly with customers to manage tight semiconductor supply and maintain more stable order and shipment flows.
For the month, revenue rose 14.5% from May and slipped 0.77% from a year earlier. Second-quarter consolidated revenue reached NT$8.443 billion, up 8.5% from the first quarter, while first-half revenue totaled NT$16.227 billion, down 7.65% year over year.
Article
edited by Jerry Chen
AI Search
Related stories
Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double
Chicony Power targets 2H26 benefits from Supermicro AI container supply chain entry
Chicony Power rebounds as server demand lifts profits amid PC slowdown
Chicony grows smart low-carbon projects, eyes NT$8B contracts
Chicony Power surges in 2Q25 on urgent orders ahead of 618 Shopping Festival
Show more
Categories
ICT manufacturing IT + CE
Tags
2026 Chicony Power demand inflation market notebook demand power supply price recovery revenue sales shipments
Share this article
Other links
Related topic
Global supply chain: China market
BIZ FOCUS
Jun 1, 08:00
LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
Friday 29 May 2026
Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
Thursday 28 May 2026
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Thursday 28 May 2026
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Samsung eyes marquee AI win as Anthropic explores custom chip beyond Nvidia
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Micron and GM strike long-term memory supply deal for vehicles
Weekly news roundup: Anthropic tightens controls; Innoscience-Infineon clash shows the weaponization of China's courts
India launches third semiconductor plant as CG Semi begins commercial production in Gujarat
Alibaba reportedly bans Claude Code for employees, citing security concerns as China shifts toward domestic AI coding tools
Micron breaks ground on Hiroshima expansion to boost AI memory chip production
Analysis: Taiwan's semiconductor sector enters 2026 helium crunch, with nearly 90% dependent on Qatar
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