<p>电机供应商华城电机（Fortune Electric Co）昨日股价突破新台币 1,000 元，创下今年的新收盘高点，此前该公司周一报告上个月净利润为新台币 7.6 亿元（约合 2,404 万美元），同比增长 18%。</p>
<p>这转化为每股收益新台币 2.41 元，达到去年第三季度每股新台币 3.45 元的 70%。</p>
<p>这家总部位于桃园的公司设计和制造变压器、开关设备和配电设备，上个月的收入为新台币 38.9 亿元，同比增长 10.85%。</p>
<p>该公司在监管文件中表示，去年全年收入总计新台币 244.2 亿元，创下历史新高，同比增长 20.89%。</p>
<p>华城电机的股价昨日收盘上涨 4.36%，报新台币 1,005 元，今年迄今已上涨 28.85%，台湾证券交易所数据显示。</p>
<p>华城电机是包括士林电机（Shihlin Electric &amp; Engineering Corp）和中兴电工（Chung-Hsin Electric &amp; Machinery Manufacturing Corp）在内的几家本地重型电气设备制造商之一，由于其在人工智能（AI）数据中心部署中的日益参与，自去年以来股价大幅上涨。</p>
<p>华城电机是价值 5000 亿美元的星门项目（Stargate project）第一阶段开发的指定变压器供应商，该项目是由 OpenAI、软银集团（Softbank Group Corp）和甲骨文公司（Oracle Corp）支持的 AI 基础设施计划。</p>
<p>华城电机在去年第四季度获得了新台币 20 亿元的订单，并在上个月的分析师会议上表示，去年已完成了高达新台币 6.5 亿元的出货。</p>
<p>该公司的订单可见性延伸至 2028 年，针对 AI 数据中心的变压器订单积压达到新台币 140 亿元，华城电机总裁许逸德在周一对中央社表示。</p>
<p>AI 数据中心业务去年占公司总收入的 5% 至 6%，预计今年将增加到 20% 以上，许逸德表示。</p>
<p>他补充说，公司预计今年海外出货将占整体收入的 60%，高于去年的 55%。</p>
<p>华城电机在台湾有四个生产基地，包括位于桃园中壢区的小型变压器制造厂、位于桃园观音区的中大型变压器制造厂，以及另一家位于观音的开关、配电面板和绿色能源工程设备制造厂，其网站显示。</p>
<p>该公司在过去两年中一直在扩大生产能力，其中型变压器厂的新设施预计将在今年开始生产，而位于台中的大型变压器厂将在今年开工，明年开始大规模生产。</p>

<p>富士电机股份有限公司的股价在报告上个月净利润为 760 百万新台币后飙升至超过 1,000 新台币，同比增长 18%。该公司每股收益为 2.41 新台币，收入为 38.9 亿新台币，同比增长 10.85%。富士电机的全年收入达到创纪录的 244.2 亿新台币，比去年增长 20.89%。该公司受益于人工智能数据中心的部署，订单积压达到 140 亿新台币，预计今年海外出货将占收入的 60%</p>

<p>Electric machinery supplier Fortune Electric Co’s (華城電機) shares yesterday surpassed NT$1,000 to reach a new closing high this year, after the company on Monday reported that it made a net profit of NT$760 million (US$24.04 million) last month, up 18 percent year-on-year.</p>
<div class="lb-trans"><p>电机供应商华城电机（Fortune Electric Co）昨日股价突破新台币 1,000 元，创下今年的新收盘高点，此前该公司周一报告上个月净利润为新台币 7.6 亿元（约合 2,404 万美元），同比增长 18%。</p>
</div><p>That translated into earnings per share of NT$2.41, reaching 70 percent of the NT$3.45 per share it made in the third quarter of last year, company data showed.</p>
<div class="lb-trans"><p>这转化为每股收益新台币 2.41 元，达到去年第三季度每股新台币 3.45 元的 70%。</p>
</div><p>The Taoyuan-based company, which designs and manufactures transformers, switch gears and distribution equipment, reported revenue of NT$3.89 billion for last month, an annual increase of 10.85 percent.</p>
<div class="lb-trans"><p>这家总部位于桃园的公司设计和制造变压器、开关设备和配电设备，上个月的收入为新台币 38.9 亿元，同比增长 10.85%。</p>
</div><p>Full-year revenue totaled NT$24.42 billion for last year, a record high and up 20.89 percent from a year earlier, it said in a regulatory filing.</p>
<div class="lb-trans"><p>该公司在监管文件中表示，去年全年收入总计新台币 244.2 亿元，创下历史新高，同比增长 20.89%。</p>
</div><p>Shares of Fortune Electric yesterday closed 4.36 percent higher at NT$1,005, having moved up 28.85 percent so far this year, Taiwan Stock Exchange data showed.</p>
<div class="lb-trans"><p>华城电机的股价昨日收盘上涨 4.36%，报新台币 1,005 元，今年迄今已上涨 28.85%，台湾证券交易所数据显示。</p>
</div><p>Fortune Electric is among several local heavy electrical equipment makers — including Shihlin Electric &amp; Engineering Corp (士林電機) and Chung-Hsin Electric &amp; Machinery Manufacturing Corp (中興電工) — that have seen shares surge since last year due to their rising exposure to artificial intelligence (AI) data center deployments, especially in the US.</p>
<div class="lb-trans"><p>华城电机是包括士林电机（Shihlin Electric &amp; Engineering Corp）和中兴电工（Chung-Hsin Electric &amp; Machinery Manufacturing Corp）在内的几家本地重型电气设备制造商之一，由于其在人工智能（AI）数据中心部署中的日益参与，自去年以来股价大幅上涨。</p>
</div><p>Fortune is a designated transformer supplier for the first-phase development of the US$500 billion Stargate project, an AI infrastructure plan backed by OpenAI, Softbank Group Corp and Oracle Corp.</p>
<div class="lb-trans"><p>华城电机是价值 5000 亿美元的星门项目（Stargate project）第一阶段开发的指定变压器供应商，该项目是由 OpenAI、软银集团（Softbank Group Corp）和甲骨文公司（Oracle Corp）支持的 AI 基础设施计划。</p>
</div><p>Fortune Electric received NT$2 billion in orders in the fourth quarter of last year and has completed up to NT$650 million of shipments for last year, it told an analysts’ meeting last month.</p>
<div class="lb-trans"><p>华城电机在去年第四季度获得了新台币 20 亿元的订单，并在上个月的分析师会议上表示，去年已完成了高达新台币 6.5 亿元的出货。</p>
</div><p>The company’s order visibility extends to 2028, with an order backlog for transformers used in AI data centers reaching NT$14 billion, Fortune Electric president Ted Hsu (許逸德) told the Central News Agency on Monday.</p>
<div class="lb-trans"><p>该公司的订单可见性延伸至 2028 年，针对 AI 数据中心的变压器订单积压达到新台币 140 亿元，华城电机总裁许逸德在周一对中央社表示。</p>
</div><p>AI data center business accounted for 5 to 6 percent of the company’s total revenue last year and the figure is expected to increase to more than 20 percent this year, Hsu said.</p>
<div class="lb-trans"><p>AI 数据中心业务去年占公司总收入的 5% 至 6%，预计今年将增加到 20% 以上，许逸德表示。</p>
</div><p>The company expects overseas shipments to account for 60 percent of its overall revenue this year, up from 55 percent last year, he added.</p>
<div class="lb-trans"><p>他补充说，公司预计今年海外出货将占整体收入的 60%，高于去年的 55%。</p>
</div><p>Fortune Electric has four production bases in Taiwan, including a plant in Taoyuan’s Jhongli District (中壢) manufacturing small transformers, a plant in Taoyuan’s Guanyin District (觀音) manufacturing medium and large transformers, and another plant in Guanyin manufacturing switches, distribution panels and green energy engineering gear, its Web site showed.</p>
<div class="lb-trans"><p>华城电机在台湾有四个生产基地，包括位于桃园中壢区的小型变压器制造厂、位于桃园观音区的中大型变压器制造厂，以及另一家位于观音的开关、配电面板和绿色能源工程设备制造厂，其网站显示。</p>
</div><p>The company has been expanding its production capacity over the past two years, with the new facilities at its medium-sized transformer plant set to start production this year, while a new large transformer plant in Taichung is to begin construction this year and start volume production next year, it said.</p>
<div class="lb-trans"><p>该公司在过去两年中一直在扩大生产能力，其中型变压器厂的新设施预计将在今年开始生产，而位于台中的大型变压器厂将在今年开工，明年开始大规模生产。</p>
</div>

富鼎电机的股价在净利润报告发布后大幅上涨