金吾财讯 | 瑞声科技（02018）公布截至2026年6月30日止六个月业绩，股东应占溢利9.01亿元人民币，同比增长2.93%；每股基本盈利0.79人民币元。不派中期股息。期内营收145.06亿元人民币，同比增长8.92%。毛利32.44亿元人民币，同比增长17.81%；毛利率22.4%，同比增长1.7个百分点。详细来看，声学及电磁传动业务收入为60.1亿元人民币，同比增长14.2%，毛利率为28.6%，同比提升0.7个百分点，其中原声学业务毛利率同比提升0.9个百分点。车载声学业务收入增长23.1%至22.3亿元人民币。毛利率为20.1%，同比下降3.2个百分点，主要由于下游汽车行业竞争加剧、功放产品收入占比提升以及地缘政治因素带来的磁钢等原材料价格上涨。光学业务收入为20.5亿元人民币，同比下降22.7%，主要由于光学模组和镜头的出货量受到全球智能手机销量下滑影响而减少。但得益于集团坚守高端化战略，积极优化产品结构，模组与镜头的ASP均录得同比双位数增长，部分抵销了出货量下降对收入的影响。毛利率为10.2%，同比持平。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.