<p>日立有限公司（Hitachi Ltd ((HTHIY)）已举行其第二季度财报电话会议。以下是会议的主要亮点。</p>
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<p>日立有限公司最近的财报电话会议描绘了乐观与谨慎并存的局面。公司报告了强劲的收入增长和战略进展，特别是在人工智能和能源领域。然而，股权损失和某些业务领域的竞争压力等挑战也被提及，显示出未来的前景复杂。</p>
<h2>收入和利润增长</h2>
<p>日立在 2024 财年第二季度实现了显著的财务里程碑，收入同比增长 11%，调整后的 EBITA 增长 23%。这一增长主要得益于数字系统与服务（DSS）和绿色能源与移动（GEM）领域的强劲表现，展示了公司在这些高潜力领域的战略重点。</p>
<h2>2024 财年预测上调</h2>
<p>鉴于 GEM 领域的强劲需求，日立将 2024 财年的收入预测上调了 1500 亿日元，调整后的 EBITA 上调了 195 亿日元。这一上调反映了公司对其增长轨迹和战略举措的信心。</p>
<h2>GEM 领域订单强劲增长</h2>
<p>GEM 领域的订单同比增长了 42%，铁路业务部门和日立能源做出了显著贡献。这一订单激增凸显了该领域在日立增长战略中的关键角色。</p>
<h2>战略合作伙伴关系和人工智能投资</h2>
<p>日立正在积极扩展其战略合作伙伴关系，包括与新电信（Singtel）的显著合作。公司还在生成式人工智能方面投资了 3000 亿日元，专注于基础设施开发和服务工程，预计将推动未来的增长。</p>
<h2>中期股息增加</h2>
<p>反映出强劲的财务表现，日立宣布中期股息增加 10%，较去年同期增长 31%。这一举措可能会受到股东的欢迎，表明公司致力于回馈投资者的价值。</p>
<h2>日立 Astemo 的股权损失</h2>
<p>尽管财务结果积极，日立报告称由于在附属公司，特别是日立 Astemo 的股权损失，合并 EBITA 同比下降了 221 亿日元。这突显了公司在某些业务领域面临的持续挑战。</p>
<h2>存储业务面临挑战</h2>
<p>DSS 部门的存储业务由于竞争加剧和项目转移而面临困难，影响了盈利能力。该部门需要进行战略调整以恢复势头。</p>
<h2>外汇波动和项目延误的影响</h2>
<p>日立能源的第二季度表现受到外汇波动和项目延误的影响，导致收入和盈利能力的变化。这些因素给公司带来了持续的挑战，需要谨慎应对。</p>
<h2>前瞻性指导</h2>
<p>展望未来，日立对 2024 财年的指导依然乐观。公司预计收入同比增长 7%，调整后的 EBITA 增长 23%，调整后的 EBITA 利润率预计将提高 1.5 个百分点，达到 11.5%。核心自由现金流预计将达到 1.5 万亿日元，超过中期目标 3000 亿日元。</p>
<p>总之，日立有限公司的财报电话会议揭示了强劲增长与战略投资的复杂情绪，同时也面临某些领域的挑战。公司的前瞻性指导依然积极，表明对其战略方向和增长潜力的信心。</p>

日立(ADR)

<p>日立（ADR）第二季度的财报电话会议强调了 11% 的同比收入增长和 23% 的调整后 EBITA 增长，这得益于数字系统和绿色能源领域的强劲表现。公司将 2024 财年的收入预测上调了 1500 亿日元，反映出对增长的信心。然而，会议中提到了一些挑战，如在关联公司中的股权损失以及存储业务的竞争。日立宣布将中期股息提高 10%，并预计 2024 财年的收入将增长 7%，尽管面临持续的挑战，但仍保持积极的展望</p>

<p>Hitachi Ltd ((HTHIY)) has held its Q2 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>日立有限公司（Hitachi Ltd ((HTHIY)）已举行其第二季度财报电话会议。以下是会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
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<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
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</div><p>Hitachi Ltd’s recent earnings call painted a picture of both optimism and caution. The company reported robust revenue growth and strategic advancements, particularly in the AI and energy sectors. However, challenges such as equity losses in affiliates and competitive pressures in certain business areas were also highlighted, indicating a mixed outlook for the future.</p>
<div class="lb-trans"><p>日立有限公司最近的财报电话会议描绘了乐观与谨慎并存的局面。公司报告了强劲的收入增长和战略进展，特别是在人工智能和能源领域。然而，股权损失和某些业务领域的竞争压力等挑战也被提及，显示出未来的前景复杂。</p>
</div><h2>Revenue and Profit Growth</h2>
<div class="lb-trans"><h2>收入和利润增长</h2>
</div><p>Hitachi achieved significant financial milestones in Q2 FY 2024, with an 11% year-on-year increase in revenue and a 23% rise in adjusted EBITA. This growth was largely driven by strong performances in the Digital Systems and Services (DSS) and Green Energy and Mobility (GEM) sectors, showcasing the company’s strategic focus on these high-potential areas.</p>
<div class="lb-trans"><p>日立在 2024 财年第二季度实现了显著的财务里程碑，收入同比增长 11%，调整后的 EBITA 增长 23%。这一增长主要得益于数字系统与服务（DSS）和绿色能源与移动（GEM）领域的强劲表现，展示了公司在这些高潜力领域的战略重点。</p>
</div><h2>Upward Revision in FY 2024 Forecast</h2>
<div class="lb-trans"><h2>2024 财年预测上调</h2>
</div><p>In light of strong demand in the GEM sector, Hitachi has revised its FY 2024 revenue forecast upwards by JPY 150 billion and adjusted EBITA by JPY 19.5 billion. This upward revision reflects the company’s confidence in its growth trajectory and strategic initiatives.</p>
<div class="lb-trans"><p>鉴于 GEM 领域的强劲需求，日立将 2024 财年的收入预测上调了 1500 亿日元，调整后的 EBITA 上调了 195 亿日元。这一上调反映了公司对其增长轨迹和战略举措的信心。</p>
</div><h2>Strong Order Growth in GEM</h2>
<div class="lb-trans"><h2>GEM 领域订单强劲增长</h2>
</div><p>The GEM sector witnessed a remarkable 42% year-on-year increase in orders, with the railway business unit and Hitachi Energy making significant contributions. This surge in orders underscores the sector’s critical role in Hitachi’s growth strategy.</p>
<div class="lb-trans"><p>GEM 领域的订单同比增长了 42%，铁路业务部门和日立能源做出了显著贡献。这一订单激增凸显了该领域在日立增长战略中的关键角色。</p>
</div><h2>Strategic Partnerships and AI Investments</h2>
<div class="lb-trans"><h2>战略合作伙伴关系和人工智能投资</h2>
</div><p>Hitachi is actively expanding its strategic partnerships, including a notable collaboration with Singtel. The company is also investing JPY 300 billion in generative AI, focusing on infrastructure development and service engineering, which are expected to drive future growth.</p>
<div class="lb-trans"><p>日立正在积极扩展其战略合作伙伴关系，包括与新电信（Singtel）的显著合作。公司还在生成式人工智能方面投资了 3000 亿日元，专注于基础设施开发和服务工程，预计将推动未来的增长。</p>
</div><h2>Increased Interim Dividend</h2>
<div class="lb-trans"><h2>中期股息增加</h2>
</div><p>Reflecting its strong financial performance, Hitachi announced a 10% increase in its interim dividend, marking a 31% year-on-year rise from the previous year’s interim dividend. This move is likely to be well-received by shareholders, signaling the company’s commitment to returning value to its investors.</p>
<div class="lb-trans"><p>反映出强劲的财务表现，日立宣布中期股息增加 10%，较去年同期增长 31%。这一举措可能会受到股东的欢迎，表明公司致力于回馈投资者的价值。</p>
</div><h2>Equity Loss in Hitachi Astemo</h2>
<div class="lb-trans"><h2>日立 Astemo 的股权损失</h2>
</div><p>Despite the positive financial results, Hitachi reported a decline in consolidated EBITA by JPY 22.1 billion year-on-year due to equity losses in affiliates, particularly Hitachi Astemo. This highlights ongoing challenges in some areas of the business.</p>
<div class="lb-trans"><p>尽管财务结果积极，日立报告称由于在附属公司，特别是日立 Astemo 的股权损失，合并 EBITA 同比下降了 221 亿日元。这突显了公司在某些业务领域面临的持续挑战。</p>
</div><h2>Challenges in Storage Business</h2>
<div class="lb-trans"><h2>存储业务面临挑战</h2>
</div><p>The DSS segment’s storage business faced difficulties due to intensified competition and project shifts, impacting profitability. This segment will require strategic adjustments to regain momentum.</p>
<div class="lb-trans"><p>DSS 部门的存储业务由于竞争加剧和项目转移而面临困难，影响了盈利能力。该部门需要进行战略调整以恢复势头。</p>
</div><h2>Impact of Foreign Exchange and Project Delays</h2>
<div class="lb-trans"><h2>外汇波动和项目延误的影响</h2>
</div><p>Hitachi Energy’s Q2 performance was affected by foreign exchange fluctuations and project delays, leading to revenue and profitability variations. These factors present ongoing challenges that the company needs to navigate carefully.</p>
<div class="lb-trans"><p>日立能源的第二季度表现受到外汇波动和项目延误的影响，导致收入和盈利能力的变化。这些因素给公司带来了持续的挑战，需要谨慎应对。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Hitachi’s guidance for FY 2024 remains optimistic. The company anticipates a 7% year-on-year increase in revenues and a 23% rise in adjusted EBITA, with the adjusted EBITA margin expected to improve by 1.5 percentage points to 11.5%. Core free cash flow is projected to reach JPY 1.5 trillion, surpassing the medium-term target by JPY 300 billion.</p>
<div class="lb-trans"><p>展望未来，日立对 2024 财年的指导依然乐观。公司预计收入同比增长 7%，调整后的 EBITA 增长 23%，调整后的 EBITA 利润率预计将提高 1.5 个百分点，达到 11.5%。核心自由现金流预计将达到 1.5 万亿日元，超过中期目标 3000 亿日元。</p>
</div><p>In summary, Hitachi Ltd’s earnings call revealed a mixed sentiment with strong growth in key sectors and strategic investments, balanced by challenges in certain areas. The company’s forward-looking guidance remains positive, indicating confidence in its strategic direction and growth potential.</p>
<div class="lb-trans"><p>总之，日立有限公司的财报电话会议揭示了强劲增长与战略投资的复杂情绪，同时也面临某些领域的挑战。公司的前瞻性指导依然积极，表明对其战略方向和增长潜力的信心。</p>
</div>

日立有限公司的财报电话会议表现不一：在挑战中实现增长