Asetek : 收入和獲利大幅下降
風光不再 負面趨勢可能會持續
文: 編輯部 / 新聞中心
文章索引: IT快訊

【風光不再 ⭕】作為 PC 水冷散熱代工方案的龍頭,市面上不少品牌都有採用 Asetek 設計的一體式水冷散熱器。不過隨著越來越多水冷散熱代工廠的競爭,獲利能力大幅下降,因此 Asetek 11 日宣布暫停發布營收和獲利指引,引發投資人的憂慮,股價暴跌接近 40%。


儘管市場對 PC 水冷散熱器需求強勁,但市場上亦出現了更多的競爭對手,對 Asetek 構成很大衝擊,市場領導地位面臨嚴峻挑戰,Asetek 11 日公開表示︰


「Asetek A/S has received updated purchase forecasts from a number of the company’s largest OEM customers. Based on these new forecasts, the expected increase in demand in the second half of 2024 of the company’s liquid cooling products may not materialize. This will result in a significant decline in Group revenue and profitability for 2024 compared to the revenue and profitability guidance issued on March 8, 2024.


Asetek A/S 已收到該公司一些最大的 OEM 客戶的最新採購預測。根據這些新的預測,該公司液冷產品 2024 年下半年需求成長的預期可能不會實現。與2024 年 3 月 8 日發布的收入和獲利能力指引相比,這將導致集團 2024 年的收入和獲利能力大幅下降。


The management team and board of directors of Asetek will consider the long- and short-term consequences of the weakened and uncertain market situation. The assessment today is that the negative trend in revenue may continue into 2025. Based on this, a plan containing initiatives to navigate the short and long-term challenges will be developed and then communicated as soon as possible.


Asetek 的管理團隊和董事會將考慮市場形勢疲軟和不確定的長期和短期後果。今天的評估是,收入的負面趨勢可能會持續到 2025 年。


Given the development in the liquid cooling business segment, the company has therefore decided to suspend the Group revenue and profitability guidance for 2024. The company will reassume guidance as soon as possible.


鑑於液冷業務部門的發展,公司因此決定暫停 2024 年集團收入和獲利指引,受消息影響 Asetek 股價大跌,截稿時股價為 $3.07 DDK,較消息公布前 $5.02 DDK 跌幅接近 40%。