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中文(ZH) 新易盛：整体来看，二季度业绩预告情况与公司年初对全年整体情况的预期基本吻合

Xin Yi Sheng anticipates strong order growth and stable supply chain in H2

By PulseAugur Editorial · [1 sources] ·

Xin Yi Sheng stated that its second-quarter performance forecast aligns with its annual expectations, driven by increased order fulfillment and improved supply chain stability. The company anticipates continued rapid growth in orders for the second half of the year, with high industry demand expected to persist into the next year. Xin Yi Sheng also noted a significant reduction in the negative impact of foreign exchange fluctuations on its profits in the second quarter compared to the first. AI

RANK_REASON Company commentary on its own performance and outlook, not a new release or external analysis.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Xin Yi Sheng anticipates strong order growth and stable supply chain in H2

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Infinera: Overall, the second quarter performance forecast is basically in line with the company's expectations for the full year at the beginning of the year.

    新易盛近日在电话会议上表示，整体来看，二季度业绩预告情况与公司年初对全年整体情况的预期基本吻合，利润增长的核心驱动力包括以下几方面：1. 订单层面：订单交付需求的增长，预计下半年订单交付情况仍处于快速增长阶段，行业景气度持续高位，Q3/Q4及明年的订单能见度较高；2. 供应链端：Q1供应链紧张的情况对交付造成一定影响，Q2起逐步缓解，Q3/Q4将趋于稳定，得益于公司前期针对核心原材料做了充分的备货与锁定安排；3. 汇兑影响：一季度汇兑损失对利润影响较为明显，二季度该影响幅度大幅收窄。（第一财经）

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