2026-05-17 13:20Share to

36氪获悉，光力科技日前在机构调研时表示，2026年一季度公司毛利率下降主要原因为业务收入结构变化，随着公司国产化半导体业务的快速发展，半导体业务营收占比持续提升导致公司整体毛利率相较去年同期有所下降；但随着公司国产半导体扭亏为盈，自研核心零部件的逐步导入应用以及半导体规模化效应进一步显现，长期来看公司半导体业务毛利率将会得到提升，盈利能力也将随之增强。原文链接

According to 36Kr, Hongqiao Holdings stated at its performance briefing on the 15th that the company's expected capital expenditure for 2026 is approximately RMB 9 billion. The aluminum processing segment will focus on upgrading supporting processing capacity in the Yunnan region. By building new processing capacity, it aims to enhance the local absorption capacity of electrolytic aluminum in the region, further consolidating and extending the synergy advantages of the entire industry chain. Relevant projects were announced in March 2026, included in Yunnan Province's first batch of major provincial projects for 2026, and were publicly disclosed in accordance with regulations. Currently, the company has no new expansion plans for the aluminum processing segment.

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