智通财经APP获悉，得益于市场电气化产品的强劲需求抵消了工厂自动化设备销售持续下滑的影响，西门子(SIEGY.US)2025财年第一财季实现营收增长。数据显示，西门子Q1营收同比增长3%至184亿欧元;订单总金额为201亿欧元，同比下降7%。净利润为39亿欧元，同比增长52%，得益于出售电机业务Innomotics带来的21亿欧元税后收益。
在市场大举投资人工智能基础设施之际，对西门子电气化产品(如为数据中心提供服务的软件和微电网控制器)的需求激增。西门子去年12月表示，该部门将在未来三到五年内实现高达20%的年利润率。这一增长帮助西门子抵消了其他业务的疲软，包括工厂设备、制造火车与铁路基础设施的移动业务。
为了提高盈利能力，西门子一直在其所有部门里努力转向利润率更高的软件驱动产品线。这家德国制造商计划以100亿美元的价格收购美国软件制造商Altair Engineering，该交易预计将于今年下半年完成。
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