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快穿反派求生全凭吻技,带你体验前所未有的甜蜜瞬间 - 骤变网络
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快穿反派求生全凭吻技,带你体验前所未有的甜蜜瞬间

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IT之家4月16日消息,阿斯麦(ASML)今日公布了2025年第一季度财报。

阿斯麦Q1实现净销售额77.42亿欧元(IT之家注:现汇率约合641.13亿元人民币),毛利率为54%,净利润达23.55亿欧元(现汇率约合195.02亿元人民币)。

阿斯麦表示,第一季度净预订量为39.36亿欧元(现汇率约合325.95亿元人民币),其中近12亿欧元为EUV光刻机订单。

阿斯麦预计2025年第二季度净销售额在72亿至77亿欧元之间,毛利率介于50%至53%;对2025年展望保持不变,预计全年净销售额在300亿至350亿欧元之间,毛利率介于51%至53%。

阿斯麦总裁兼首席执行官傅恪礼(ChristopheFouquet)表示:“我们2025年第一季度的净销售额为77亿欧元,达到此前预期;毛利率为54%,高于预期目标,这主要得益于有利的EUV产品售出组合以及产品性能指标的达成。第一季度,我们发运了第五台高数值孔径极紫外光刻系统(HighNAEUV),目前共有三家客户拥有该系统。”

“截至目前,我们与客户的沟通反馈支持我们对2025年和2026年有望实现业务增长的判断。然而,近期公布的关税政策加大了宏观环境的不确定性,而这一局势在未来一段时间内仍将保持动态发展。正如我们此前所分享的,人工智能依然是推动行业增长的核心驱动力。这一趋势正推动市场格局的重塑,对部分客户带来更显著的利好,同时也使部分客户面临一定压力,从而在我们2025年预测营收区间中体现出上下行空间的双重可能性。”

“我们预计2025年第二季度的净销售额在72亿至77亿欧元之间,毛利率介于50%至53%3。预计第二季度的研发成本约为12亿欧元,销售及管理费用约为3亿欧元。正如此前所分享的,我们预计2025年全年净销售额在300亿至350亿欧元之间,毛利率为51%至53%,具体情况受到前述不确定性因素的影响。”

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