2026-10-19 18:40:51 网络 阅读（60）
电池模组大厂AES-KY(6781-TW)今(4)日公布8月营收17.5亿元，呈年月双增，续创历史新高，累计前8月营收128.1亿元，年增26.39%；法人表示，由于AI带动伺服器BBU模组需求，下半年营运可望逐季走强。
AES-KY 8月营收17.5亿元，月增1.61%，年增26.64%，单月营收续创历史新高，累计前8月营收128.1亿元，年增26.39%。
目前BBU已成为该公司最核心的营运支柱，营收比重已超过整体业绩八成，轻量型电动载具占比则持续下降。随着出货动能维持高档，法人预期2027年BBU的营收比重将进一步攀升，并带动整体获利结构显著改善，且除了现有主要云端服务大客户AWS之外，2027年可望持续纳入新客户，持续增添营运动能。
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"shortTitle": "AES-KY 8月营收17.5亿元续攀新高 AI带动BBU需",
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"description": "电池模组大厂AES-KY(6781-TW)今(4)日公布8月营收17.5亿元，呈年月双增，续创历史新高，累计前8月营收128.1亿元，年增26.39%；法人表示，由于AI带动伺服器BBU模组需求，下半年营运可望逐季走强。",
"img": "https://cimg.cnyes.cool/prod/news/6597559/l/0f90356eadbfa6b49926851667e3150c.jpg",
"content": "<p>电池模组大厂AES-KY(6781-TW)今(4)日公布8月营收17.5亿元，呈年月双增，续创历史新高，累计前8月营收128.1亿元，年增26.39%；法人表示，由于AI带动伺服器BBU模组需求，下半年营运可望逐季走强。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6597559/l/0f90356eadbfa6b49926851667e3150c.jpg\" alt=\"AES-KY 8月营收17.5亿元续攀新高 AI带动BBU需求强劲\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>AES-KY 8月营收17.5亿元，月增1.61%，年增26.64%，单月营收续创历史新高，累计前8月营收128.1亿元，年增26.39%。</p>\n\n<p>目前BBU已成为该公司最核心的营运支柱，营收比重已超过整体业绩八成，轻量型电动载具占比则持续下降。随着出货动能维持高档，法人预期2027年BBU的营收比重将进一步攀升，并带动整体获利结构显著改善，且除了现有主要云端服务大客户AWS之外，2027年可望持续纳入新客户，持续增添营运动能。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-15528.html\" title=\"上柜公司前8月营收冲上2.55兆元！三大产业领跑8月营收年增近5成\">上柜公司前8月营收冲上2.55兆元！三大产业领跑8月营收年增近5成</a></li>\n <li><a href=\"/new/tw/article-18898.html\" title=\"营收速报 - 定颖投控(3715)9月营收32.26亿元年增率高达84.7％\">营收速报 - 定颖投控(3715)9月营收32.26亿元年增率高达84.7％</a></li>\n <li><a href=\"/new/tw/article-5904.html\" title=\"营收速报 - 中鸿(2014)6月营收18.30亿元年增率高达47.93％\">营收速报 - 中鸿(2014)6月营收18.30亿元年增率高达47.93％</a></li>\n <li><a href=\"/new/tw/article-16115.html\" title=\"家电业掀涨价潮 声宝第四季审慎乐观\">家电业掀涨价潮 声宝第四季审慎乐观</a></li>\n <li><a href=\"/new/tw/article-16685.html\" title=\"【外资狂买869亿！】黄仁勋喊晶片翻倍！台股5万点谁先喷？\">【外资狂买869亿！】黄仁勋喊晶片翻倍！台股5万点谁先喷？</a></li>\n <li><a href=\"/new/tw/article-13589.html\" title=\"沃旭920MW大彰化西南第二阶段及西北离岸风场完工 迈入运维阶段\">沃旭920MW大彰化西南第二阶段及西北离岸风场完工 迈入运维阶段</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-04T09:36:07.000Z",
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