<p>[新加坡] UMS Integration 在 5 月 11 日发布的第一季度财报显示，收益同比激增 43%，达 1400 万新元，较去年同期的 980 万新元大幅增长。</p>
<p>截至周二上午 9:33，该股上涨了 14.4%，或 0.34 新元，至 2.70 新元，成交量为 1060 万股。到上午 10:11 时，股价回落至 2.57 新元，仍上涨 8.9%，或 0.21 新元，成交量为 1510 万股。</p>
<p>该精密工程集团在三个月内每股收益为 0.0163 新元，而 2025 年第一季度为 0.0138 新元。</p>
<p>与改善情况相一致，收入同比增长 20%，从 5770 万新元增至 6940 万新元。</p>
<p>该集团宣布每股普通股派发免税现金股息 0.01 新元，与去年同期持平，预计于 7 月 24 日支付。</p>
<p>该集团表示，强劲的业绩得益于所有核心业务板块的表现改善，均实现了 “强劲的两位数销售增长”。</p>
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<p>UMS Integration 首席执行官 Andy Luong 表示：“我们受益于人工智能驱动的沉积、刻蚀和先进封装工具的需求增加，涵盖了内存、代工芯片制造商，以及全球航空业的持续韧性。”</p>
<p>销售增长和 150 万新元的外汇收益（相比 2025 年第一季度的超过 110 万新元的损失）提升了该集团本季度的盈利能力，尽管这部分被约 60 万新元的固定资产处置收益下降所抵消。</p>
<p>半导体业务在销售激增中增长了 21%。这得益于半导体组件销售收入的增长，同比跃升 26% 至 3650 万新元，且半导体集成系统销售在同期增长 14% 至 2240 万新元。</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/b18c52e094a39c9fe9f1afc5cde3eed20cfb26f9805baaad257d7092eea0ae3d/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/b18c52e094a39c9fe9f1afc5cde3eed20cfb26f9805baaad257d7092eea0ae3d/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>UMS 收购铝合金产品供应商</h3>
<p>航空航天业务的收入增长了 18%，达 730 万新元，得益于全球航空需求的强劲，而其他业务因其材料分销业务的复苏增长了 10%。</p>
<p>UMS Integration 表示，除美国市场外，所有主要市场在第一季度均报告了收入增长，且均实现了强劲的两位数增长，而美国市场则因半导体和航空航天组件出货量下降，销售额下降了 12%。</p>
<p>该主板上市集团表示，截至 2026 年 3 月底，其财务状况依然健康，净现金为 2600 万新元。</p>
<p>该集团预计，随着现有主要客户的前景保持强劲，集成系统的需求将增加，预计 2026 年至 2028 年半导体资本支出将上升，“因为芯片制造商持续投入资金以提升先进工艺能力，制造更复杂的处理器”。</p>
<p>该航空航天业务也预计将 “继续努力推动盈利增长”，因为全球航空航天行业 “有望持续扩张，受益于航空旅行需求的增加和技术进步” 等因素的推动，集团表示。</p>
<p>该集团保持乐观，预计在 2026 财年将实现更好的业绩，前提是没有不可预见的情况发生。</p>
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UMS控股

半导体 3 倍做多 - Direxion

<p>UMS Integration 报告第一季度收益增长 43%，达到 1400 万新元，收入增长 20%，达到 6940 万新元。公告发布后，股价上涨 14.4%，至 2.70 新元。增长主要得益于半导体和航空航天行业的强劲需求，每股收益为 0.0163 新元。公司宣布每股派发现金股息 0.01 新元，将于 7 月 24 日支付。首席执行官 Andy Luong 强调了由人工智能驱动的需求和健康的财务状况，净现金为 2600 万新元，预计在 2026 财年将继续增长</p>

<p>[SINGAPORE] UMS Integration on Monday (May 11) posted a 43 per cent surge in earnings to S$14 million for its first quarter ended Mar 31, from S$9.8 million in the previous corresponding period.</p>
<div class="lb-trans"><p>[新加坡] UMS Integration 在 5 月 11 日发布的第一季度财报显示，收益同比激增 43%，达 1400 万新元，较去年同期的 980 万新元大幅增长。</p>
</div><p>As at 9.33 am on Tuesday, the counter rose as much as 14.4 per cent or S$0.34 to S$2.70, with 10.6 million shares changing hands. By 10.11 am it had eased to S$2.57, still up 8.9 per cent or S$0.21, with 15.1 million shares traded.</p>
<div class="lb-trans"><p>截至周二上午 9:33，该股上涨了 14.4%，或 0.34 新元，至 2.70 新元，成交量为 1060 万股。到上午 10:11 时，股价回落至 2.57 新元，仍上涨 8.9%，或 0.21 新元，成交量为 1510 万股。</p>
</div><p>The precision engineering group recorded earnings per share of S$0.0163 for the three months, compared with S$0.0138 in Q1 2025.</p>
<div class="lb-trans"><p>该精密工程集团在三个月内每股收益为 0.0163 新元，而 2025 年第一季度为 0.0138 新元。</p>
</div><p>In tandem with the improvements, revenue grew 20 per cent on the year to S$69.4 million from S$57.7 million.</p>
<div class="lb-trans"><p>与改善情况相一致，收入同比增长 20%，从 5770 万新元增至 6940 万新元。</p>
</div><p>The group declared a tax-exempt cash dividend of S$0.01 per ordinary share, unchanged from the year-ago period, which will be paid on Jul 24.</p>
<div class="lb-trans"><p>该集团宣布每股普通股派发免税现金股息 0.01 新元，与去年同期持平，预计于 7 月 24 日支付。</p>
</div><p>It said that the robust performance was driven by better performances across all core business segments, which recorded “strong double-digit sales growth”.</p>
<div class="lb-trans"><p>该集团表示，强劲的业绩得益于所有核心业务板块的表现改善，均实现了 “强劲的两位数销售增长”。</p>
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</div><p>UMS Integration CEO Andy Luong said: “We benefited from artificial intelligence-driven increases in demand for deposition, etch and advanced packaging tools across memory, foundry chipmakers as well as the continued resilience in global aviation.”</p>
<div class="lb-trans"><p>UMS Integration 首席执行官 Andy Luong 表示：“我们受益于人工智能驱动的沉积、刻蚀和先进封装工具的需求增加，涵盖了内存、代工芯片制造商，以及全球航空业的持续韧性。”</p>
</div><p>Higher sales and a foreign exchange gain of S$1.5 million, versus a loss of over S$1.1 million in Q1 2025, lifted the group’s profitability in the quarter, though this was partly offset by lower gains on the disposal of fixed assets of around S$600,000.</p>
<div class="lb-trans"><p>销售增长和 150 万新元的外汇收益（相比 2025 年第一季度的超过 110 万新元的损失）提升了该集团本季度的盈利能力，尽管这部分被约 60 万新元的固定资产处置收益下降所抵消。</p>
</div><p>The semiconductor business grew 21 per cent amid a sales surge. This was boosted by higher revenues from semiconductor component sales, which jumped 26 per cent on the year to S$36.5 million amid higher new customer demand, and from semiconductor integrated system sales, which grew 14 per cent to S$22.4 million during the same period.</p>
<div class="lb-trans"><p>半导体业务在销售激增中增长了 21%。这得益于半导体组件销售收入的增长，同比跃升 26% 至 3650 万新元，且半导体集成系统销售在同期增长 14% 至 2240 万新元。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/b18c52e094a39c9fe9f1afc5cde3eed20cfb26f9805baaad257d7092eea0ae3d/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/b18c52e094a39c9fe9f1afc5cde3eed20cfb26f9805baaad257d7092eea0ae3d?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>UMS buys out aluminium alloy products supplier</h3>
<div class="lb-trans"><h3>UMS 收购铝合金产品供应商</h3>
</div><p>The aerospace business’ revenue grew 18 per cent to S$7.3 million for the quarter, lifted by robust global aviation demand, while the others segment rose 10 per cent, due to recovery of its material distribution business.</p>
<div class="lb-trans"><p>航空航天业务的收入增长了 18%，达 730 万新元，得益于全球航空需求的强劲，而其他业务因其材料分销业务的复苏增长了 10%。</p>
</div><p>UMS Integration said that all key markets geographically reported higher revenue in Q1, with strong double digit growth, except for the US market, which recorded a 12 per cent decline in sales amid lower semiconductor and aerospace component shipments.</p>
<div class="lb-trans"><p>UMS Integration 表示，除美国市场外，所有主要市场在第一季度均报告了收入增长，且均实现了强劲的两位数增长，而美国市场则因半导体和航空航天组件出货量下降，销售额下降了 12%。</p>
</div><p>The mainboard-listed group said that its financial position remained healthy as at end March 2026, with net cash of S$26 million.</p>
<div class="lb-trans"><p>该主板上市集团表示，截至 2026 年 3 月底，其财务状况依然健康，净现金为 2600 万新元。</p>
</div><p>The group expects its integrated systems demand to increase as existing key customers’ outlook stays strong amid higher semiconductor capital spend from 2026 through 2028, “as chipmakers keep putting money into advanced-node capacity to build more complex processors”.</p>
<div class="lb-trans"><p>该集团预计，随着现有主要客户的前景保持强劲，集成系统的需求将增加，预计 2026 年至 2028 年半导体资本支出将上升，“因为芯片制造商持续投入资金以提升先进工艺能力，制造更复杂的处理器”。</p>
</div><p>The aerospace business is also expected to “persist with its strong efforts in driving earnings growth” as the global aerospace industry is “poised for continued expansion, driven by factors like increasing air travel demand and advancements in technology”, said the group.</p>
<div class="lb-trans"><p>该航空航天业务也预计将 “继续努力推动盈利增长”，因为全球航空航天行业 “有望持续扩张，受益于航空旅行需求的增加和技术进步” 等因素的推动，集团表示。</p>
</div><p>The group remains optimistic and expects to achieve better performance in FY2026, barring unforeseen circumstances.</p>
<div class="lb-trans"><p>该集团保持乐观，预计在 2026 财年将实现更好的业绩，前提是没有不可预见的情况发生。</p>
</div><p>Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.</p>
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</div>

UMS 集成在第一季度公布了 ‘强劲’ 的两位数销售增长后，股价上涨了 14.4%