--- title: "LG 電子預計季度收益將大幅增長，受到關税退款的推動——更新" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/291877045.md" description: "LG 電子預計第二季度營業利潤將超過 1579 億韓元，較上年增長超過兩倍，主要得益於美國關税退款以及家電、電視和汽車零部件的強勁表現。預計收入將增長 15%，達到 238.3 萬億韓元，創下公司歷史上第二季度的最高數字。該預測超出了分析師的預期，得益於高端產品的銷售以及在人工智能和機器人領域的擴展" datetime: "2026-07-07T04:37:32.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291877045.md) - [en](https://longbridge.com/en/news/291877045.md) - [zh-HK](https://longbridge.com/zh-HK/news/291877045.md) --- # LG 電子預計季度收益將大幅增長，受到關税退款的推動——更新 By Kwanwoo Jun LG Electronics projected a more than twofold increase in second-quarter operating profit, driven by a U.S. tariff refund and resilient profitability across its home-appliance, television and vehicle-component businesses. The upbeat forecast means the South Korean consumer-electronics titan remains on course for an earnings recovery this year, following a swift profit turnaround in the first quarter, as it continues to expand into new businesses such as artificial-intelligence data-center cooling systems and robotics. LG attributed the strong projected earnings in part to its recognition of a U.S. tariff refund, without disclosing the amount. The Trump administration has been told to start returning companies more than $130 billion in duties it collected in the global tariffs invalidated by the Supreme Court in February. The company said in a preliminary earnings report Tuesday that operating profit likely came in at 1.579 trillion won, equivalent to $1.03 billion, for the April-June period, more than doubling from a year earlier. The projected figure topped analysts' estimates, which were for 1.071 trillion won, according to a FactSet-compiled consensus. LG said both operating profit and revenue were the highest for any second quarter in its history. Revenue is expected to have climbed 15% to 23.830 trillion won for the quarter, the company said, also exceeding market expectations. It said premium home appliances and TVs led the sales growth, while air-conditioner sales got a boost from seasonal demand. Sales of vehicle components, including high-end infotainment systems, also continued to rise, the company said. Shares in LG Electronics have nearly doubled this year amid the company's continued push for AI and new businesses, and as investors gained confidence in its earnings momentum and resilient growth in its core businesses despite challenges. Besides the tariff refund, Hana Securities analyst Minkyung Kim said she expects LG Electronics to gain from price hikes and cost-efficiency measures, even as raw-material and logistics costs rise. Strong earnings at affiliate LG Innotek, an Apple supplier, may also have helped boost LG Electronics' profit, according to Kim. LG Electronics' aggressive expansion into AI and robotics is also expected to drive new growth momentum, analysts said. The company is advancing the proof-of-concept feasibility test for its CLOiD home robot--designed to autonomously handle household chores such as cooking, cleaning and laundry--to 2026 from 2027, underscoring its accelerating push into AI and robotics. LG is also pushing hard for new business-to-business growth in heat pumps and AI data-center cooling systems, and deepening its collaboration with Nvidia on physical AI. The company is scheduled to release its full quarterly results later this month. Write to Kwanwoo Jun at kwanwoo.jun@wsj.com (END) Dow Jones Newswires July 07, 2026 00:21 ET (04:21 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相關股票 - [03121.HK](https://longbridge.com/zh-HK/quote/03121.HK.md) - [FDS.US](https://longbridge.com/zh-HK/quote/FDS.US.md) - [AAPL.US](https://longbridge.com/zh-HK/quote/AAPL.US.md) - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md) ## 相關資訊與研究 - [LG 電子第二季獲利估年增逾 1 倍美國關税退税成最大助力，AI 資料中心散熱與機器人佈局加速](https://longbridge.com/zh-HK/news/291884196.md) - [Atlas 機器人世足賽秀技 現代拚 2028 年量產人形機器人](https://longbridge.com/zh-HK/news/291734271.md) - [全國電子 7 月破盤限時登場！指定大家電 57 折起 會員最高享 22% 優惠回饋](https://longbridge.com/zh-HK/news/291659251.md) - [韓國 LG 電子預計第二財季利潤將增長逾一倍](https://longbridge.com/zh-HK/news/291867023.md) - [珞石啟動香港 IPO 招股 衝刺全系列智能機器人概念](https://longbridge.com/zh-HK/news/291482419.md)