<p>日立有限公司（Hitachi Ltd ((HTHIY)）已舉行其第二季度財報電話會議。以下是會議的主要亮點。</p>
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<p>日立有限公司最近的財報電話會議描繪了樂觀與謹慎並存的局面。公司報告了強勁的收入增長和戰略進展，特別是在人工智能和能源領域。然而，股權損失和某些業務領域的競爭壓力等挑戰也被提及，顯示出未來的前景複雜。</p>
<h2>收入和利潤增長</h2>
<p>日立在 2024 財年第二季度實現了顯著的財務里程碑，收入同比增長 11%，調整後的 EBITA 增長 23%。這一增長主要得益於數字系統與服務（DSS）和綠色能源與移動（GEM）領域的強勁表現，展示了公司在這些高潛力領域的戰略重點。</p>
<h2>2024 財年預測上調</h2>
<p>鑑於 GEM 領域的強勁需求，日立將 2024 財年的收入預測上調了 1500 億日元，調整後的 EBITA 上調了 195 億日元。這一上調反映了公司對其增長軌跡和戰略舉措的信心。</p>
<h2>GEM 領域訂單強勁增長</h2>
<p>GEM 領域的訂單同比增長了 42%，鐵路業務部門和日立能源做出了顯著貢獻。這一訂單激增凸顯了該領域在日立增長戰略中的關鍵角色。</p>
<h2>戰略合作伙伴關係和人工智能投資</h2>
<p>日立正在積極擴展其戰略合作伙伴關係，包括與新電信（Singtel）的顯著合作。公司還在生成式人工智能方面投資了 3000 億日元，專注於基礎設施開發和服務工程，預計將推動未來的增長。</p>
<h2>中期股息增加</h2>
<p>反映出強勁的財務表現，日立宣佈中期股息增加 10%，較去年同期增長 31%。這一舉措可能會受到股東的歡迎，表明公司致力於回饋投資者的價值。</p>
<h2>日立 Astemo 的股權損失</h2>
<p>儘管財務結果積極，日立報告稱由於在附屬公司，特別是日立 Astemo 的股權損失，合併 EBITA 同比下降了 221 億日元。這突顯了公司在某些業務領域面臨的持續挑戰。</p>
<h2>存儲業務面臨挑戰</h2>
<p>DSS 部門的存儲業務由於競爭加劇和項目轉移而面臨困難，影響了盈利能力。該部門需要進行戰略調整以恢復勢頭。</p>
<h2>外匯波動和項目延誤的影響</h2>
<p>日立能源的第二季度表現受到外匯波動和項目延誤的影響，導致收入和盈利能力的變化。這些因素給公司帶來了持續的挑戰，需要謹慎應對。</p>
<h2>前瞻性指導</h2>
<p>展望未來，日立對 2024 財年的指導依然樂觀。公司預計收入同比增長 7%，調整後的 EBITA 增長 23%，調整後的 EBITA 利潤率預計將提高 1.5 個百分點，達到 11.5%。核心自由現金流預計將達到 1.5 萬億日元，超過中期目標 3000 億日元。</p>
<p>總之，日立有限公司的財報電話會議揭示了強勁增長與戰略投資的複雜情緒，同時也面臨某些領域的挑戰。公司的前瞻性指導依然積極，表明對其戰略方向和增長潛力的信心。</p>

日立(ADR)

<p>日立（ADR）第二季度的財報電話會議強調了 11% 的同比收入增長和 23% 的調整後 EBITA 增長，這得益於數字系統和綠色能源領域的強勁表現。公司將 2024 財年的收入預測上調了 1500 億日元，反映出對增長的信心。然而，會議中提到了一些挑戰，如在關聯公司中的股權損失以及存儲業務的競爭。日立宣佈將中期股息提高 10%，並預計 2024 財年的收入將增長 7%，儘管面臨持續的挑戰，但仍保持積極的展望</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)）已舉行其第二季度財報電話會議。以下是會議的主要亮點。</p>
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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財報電話會議描繪了樂觀與謹慎並存的局面。公司報告了強勁的收入增長和戰略進展，特別是在人工智能和能源領域。然而，股權損失和某些業務領域的競爭壓力等挑戰也被提及，顯示出未來的前景複雜。</p>
</div><h2>Revenue and Profit Growth</h2>
<div class="lb-trans"><h2>收入和利潤增長</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 財年第二季度實現了顯著的財務里程碑，收入同比增長 11%，調整後的 EBITA 增長 23%。這一增長主要得益於數字系統與服務（DSS）和綠色能源與移動（GEM）領域的強勁表現，展示了公司在這些高潛力領域的戰略重點。</p>
</div><h2>Upward Revision in FY 2024 Forecast</h2>
<div class="lb-trans"><h2>2024 財年預測上調</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>鑑於 GEM 領域的強勁需求，日立將 2024 財年的收入預測上調了 1500 億日元，調整後的 EBITA 上調了 195 億日元。這一上調反映了公司對其增長軌跡和戰略舉措的信心。</p>
</div><h2>Strong Order Growth in GEM</h2>
<div class="lb-trans"><h2>GEM 領域訂單強勁增長</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 領域的訂單同比增長了 42%，鐵路業務部門和日立能源做出了顯著貢獻。這一訂單激增凸顯了該領域在日立增長戰略中的關鍵角色。</p>
</div><h2>Strategic Partnerships and AI Investments</h2>
<div class="lb-trans"><h2>戰略合作伙伴關係和人工智能投資</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>日立正在積極擴展其戰略合作伙伴關係，包括與新電信（Singtel）的顯著合作。公司還在生成式人工智能方面投資了 3000 億日元，專注於基礎設施開發和服務工程，預計將推動未來的增長。</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>反映出強勁的財務表現，日立宣佈中期股息增加 10%，較去年同期增長 31%。這一舉措可能會受到股東的歡迎，表明公司致力於回饋投資者的價值。</p>
</div><h2>Equity Loss in Hitachi Astemo</h2>
<div class="lb-trans"><h2>日立 Astemo 的股權損失</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>儘管財務結果積極，日立報告稱由於在附屬公司，特別是日立 Astemo 的股權損失，合併 EBITA 同比下降了 221 億日元。這突顯了公司在某些業務領域面臨的持續挑戰。</p>
</div><h2>Challenges in Storage Business</h2>
<div class="lb-trans"><h2>存儲業務面臨挑戰</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 部門的存儲業務由於競爭加劇和項目轉移而面臨困難，影響了盈利能力。該部門需要進行戰略調整以恢復勢頭。</p>
</div><h2>Impact of Foreign Exchange and Project Delays</h2>
<div class="lb-trans"><h2>外匯波動和項目延誤的影響</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現受到外匯波動和項目延誤的影響，導致收入和盈利能力的變化。這些因素給公司帶來了持續的挑戰，需要謹慎應對。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</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>展望未來，日立對 2024 財年的指導依然樂觀。公司預計收入同比增長 7%，調整後的 EBITA 增長 23%，調整後的 EBITA 利潤率預計將提高 1.5 個百分點，達到 11.5%。核心自由現金流預計將達到 1.5 萬億日元，超過中期目標 3000 億日元。</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>總之，日立有限公司的財報電話會議揭示了強勁增長與戰略投資的複雜情緒，同時也面臨某些領域的挑戰。公司的前瞻性指導依然積極，表明對其戰略方向和增長潛力的信心。</p>
</div>

日立有限公司的財報電話會議表現不一：在挑戰中實現增長