-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下： 第一季度销售额达16.8亿美元（同比增长27%），超出市场预期（16.5亿美元），每股收益为0.33美元（市场预期为0.24美元）。第二季度营收和每股收益预期分别为18亿美元和0.47美元，远超市场预期的17.4亿美元和0.31美元。第二季度毛利率预期为15.0%，高于市场普遍预期的14.8%。我们认为，汽车/工业领域的强劲表现是第一季度最重要的业绩，该领域同比增长28%，在经历了长期疲软后，近几个季度持续加速增长。关税下调应会有所帮助，但霍尔木兹海峡关闭和持续的内存短缺等新出现的问题可能会在未来几个季度对这一复苏前景构成挑战。 AMKR小幅下调了其2026年的资本支出预期，从约30亿美元降至约27.5亿美元。尽管如此，这一总额仍然相当可观，因为AMKR希望支持台积电在亚利桑那州的扩张计划，而该计划很可能需要借贷并承担更高的利息成本。我们认为，资本支出预期下调反映的是预期范围缩小，而非需求预测降低。
Related Articles
Asia
Minerals 260 Reports About AU$250 Million Cash, Term Deposits at March-Quarter-End
Minerals 260 (ASX:MI6) reported about AU$250 million in cash and term deposits at March 31, according to a Tuesday Australian bourse filing.The company said its pre-feasibility study and maiden ore reserve for the Bullabulling gold project remain on track for release in July, with seven drill rigs currently on site, and a mineral resource estimate update planned for release in August.The company's shares fell 1% in recent Tuesday trade.
$ASX:MI6
Asia
Market Chatter: Nippon Shokubai to Boost China Output of EV Battery Electrolyte Fivefold by 2027
Japanese chemical firm Nippon Shokubai (TYO:4114) intends to significantly boost its production capacity in China for an electrolyte that prolongs the lifespan of lithium-ion batteries used in EVs and energy storage systems, Nikkei Asia reported Tuesday.A Chinese affiliate, in which Nippon Shokubai owns a 38% stake, will expand a Hunan province facility to raise annual output from 2,400 metric tons to 12,400 tons in fiscal 2027, without additional investment from the Japanese parent, the publication said.The electrolyte, LiFSI, extends battery life by 1.6 times compared to the conventional LiPF6, reduces charging time, and improves low-temperature performance, though mass production is needed to lower its currently higher cost, the news daily said.Demand for electrolytes in China is shifting, with storage batteries now accounting for 30-40% of sales, up from roughly 20% previousl, as renewable energy expands, while domestic Chinese producers are gaining market share, the report said.Despite U.S. EV demand slowdown delaying a North American plant, Nippon Shokubai remains committed to battery materials, aiming to boost total capacity tenfold by 2030 with the China expansion as a key step, it added.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
$TYO:4114
Asia
Beach Energy Posts Lower March Quarter Production; Lowers Fiscal Year 2026 Outlook
Beach Energy (ASX:BPT) produced 4.8 million barrels of oil equivalent in the quarter ended March 31, slightly down from 4.9 million barrels of oil equivalent in the same period last year, according to a Tuesday filing with the Australian bourse.Year-to-date production in the current fiscal year was 14.4 million barrels of oil equivalent.Sales volumes fell to 5.3 million barrels of oil equivalent from 6.4 million barrels of oil equivalent, while sales revenue was down to AU$419 million from AU$552 million.Capital expenditure incurred was AU$126 million, down from last year's AU$166 million.The company revised its fiscal year 2026 production guidance to 19.4 million to 20.3 million barrels of oil equivalent from 19.7 million to 22 million barrels of oil equivalent, while keeping its capital and abandonment expenditure guidance unchanged.The company's shares fell 1% in recent Tuesday trade.
$ASX:BPT