爱立信盈利超预期，关税冲击下仍强劲 -- 最新动态

华尔街洞察

Jul 15, 2025

尽管美国进口关税带来负面影响，爱立信第二季度盈利仍超越市场预期，这得益于公司在高利润率国家的销售份额扩大、许可收入上升以及成本节约措施的有效实施。

这家瑞典电信设备巨头周二表示，其核心网络业务在报告期内整体销售额下滑5.3%。北美地区表现强劲，实现显著增长；欧洲销售额小幅上升；但印度市场因网络投资水平下降而出现大幅萎缩。

首席执行官博尔耶·埃克霍尔姆强调："我们已结构性降低了成本基础，并全力聚焦于进一步提升效率。美洲持续增长和欧洲市场稳定令人鼓舞。"

然而，公司警示未来不确定性加剧，包括潜在关税调整和更广泛的宏观经济环境风险。爱立信此前指出，其广泛的供应链布局有助于应对美国进口商品的潜在关税影响，并预估第二季度关税对网络业务的负面影响约为一个百分点。

关税影响主要通过组件和材料采购环节体现，而非制造环节——公司在美国已设有生产基地，可直接生产5G网络设备。报告显示，网络业务的调整后毛利率达49.5%，处于48%至50%指导区间的高端；管理层预计第三季度毛利率将维持相同范围。

第三季度网络业务销售额增速预计低于三年平均季节性水平。第二季度归属股东的净利润为45.7亿克朗（约合4.752亿美元），超出FactSet分析师预测的33.9亿克朗；销售额下滑6.2%至561.3亿克朗，不及FactSet预估的592.9亿克朗。

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n爱立信盈利超预期，关税冲击下仍强劲 -- 最新动态\n</h2>\n\n<h4 class=\"meta\">\n\n2025-07-15 15:32 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街洞察</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管美国进口关税带来负面影响，爱立信第二季度盈利仍超越市场预期，这得益于公司在高利润率国家的销售份额扩大、许可收入上升以及成本节约措施的有效实施。\n这家瑞典电信设备巨头周二表示，其核心网络业务在报告期内整体销售额下滑5.3%。北美地区表现强劲，实现显著增长；欧洲销售额小幅上升；但印度市场因网络投资水平下降而出现大幅萎缩。\n首席执行官博尔耶·埃克霍尔姆强调：\"我们已结构性降低了成本基础，并全力聚焦于...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ERIC","symbol_name":"爱立信","start_time":0,"source_url":"","article_id":"1133568453","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1133568453","pubTimestamp":1752564777,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"尽管美国进口关税带来负面影响，爱立信第二季度盈利仍超越市场预期，这得益于公司在高利润率国家的销售份额扩大、许可收入上升以及成本节约措施的有效实施。这家瑞典电信设备巨头周二表示，其核心网络业务在报告期内整体销售额下滑5.3%。爱立信此前指出，其广泛的供应链布局有助于应对美国进口商品的潜在关税影响，并预估第二季度关税对网络业务的负面影响约为一个百分点。第三季度网络业务销售额增速预计低于三年平均季节性水平。","collect":0,"end_time":0,"defaultTopTitle":"laohu8.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"ERIC":"爱立信"},"translate_title":"Ericsson earnings exceed expectations, remains strong despite tariff impact-latest updates","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ERIC":1},"content_text":"尽管美国进口关税带来负面影响，爱立信第二季度盈利仍超越市场预期，这得益于公司在高利润率国家的销售份额扩大、许可收入上升以及成本节约措施的有效实施。\n这家瑞典电信设备巨头周二表示，其核心网络业务在报告期内整体销售额下滑5.3%。北美地区表现强劲，实现显著增长；欧洲销售额小幅上升；但印度市场因网络投资水平下降而出现大幅萎缩。\n首席执行官博尔耶·埃克霍尔姆强调：\"我们已结构性降低了成本基础，并全力聚焦于进一步提升效率。美洲持续增长和欧洲市场稳定令人鼓舞。\"\n然而，公司警示未来不确定性加剧，包括潜在关税调整和更广泛的宏观经济环境风险。爱立信此前指出，其广泛的供应链布局有助于应对美国进口商品的潜在关税影响，并预估第二季度关税对网络业务的负面影响约为一个百分点。\n关税影响主要通过组件和材料采购环节体现，而非制造环节——公司在美国已设有生产基地，可直接生产5G网络设备。报告显示，网络业务的调整后毛利率达49.5%，处于48%至50%指导区间的高端；管理层预计第三季度毛利率将维持相同范围。\n第三季度网络业务销售额增速预计低于三年平均季节性水平。第二季度归属股东的净利润为45.7亿克朗（约合4.752亿美元），超出FactSet分析师预测的33.9亿克朗；销售额下滑6.2%至561.3亿克朗，不及FactSet预估的592.9亿克朗。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}