[新聞] 索尼上調獲利預測 關稅影響↘ 動畫業務↗
Sony raises profit forecast by 8%, cites lower tariff impact, anime strength
https://tinyurl.com/ywsnc9hb
November 11, 2025 3:47 PM GMT+8
TOKYO, Nov 11 (Reuters) — Sony (6758.T) raised its operating profit forecast
for the year ending March 2026 by 8% to 1.43 trillion yen ($9.5 billion) on
Tuesday, citing a smaller-than-expected impact from U.S. tariffs and the
strength of its entertainment and chips businesses.
東京，11月11日（路透社）——索尼（6758.T）週二將截至2026年3月的財年營業利益預
測上調8%，至1.43兆日圓（約95億美元），理由是美國關稅影響低於預期，以及娛樂與晶
片業務表現強勁。
Operating profit in the July-September quarter climbed 10% to 429 billion yen
after its music unit, which includes anime, and chips businesses recorded
higher sales.
索尼7月至9月季度的營業利益上升10%，達4290億日圓，主要受音樂（包含動畫）及晶片
部門銷售成長帶動。
Sony cited the success of animated movie "Demon Slayer: Kimetsu no Yaiba
Infinity Castle" as a contributor.
索尼指出，動畫電影《鬼滅之刃：無限城》的成功是推動業績成長的重要因素之一。
The Japanese conglomerate was once best known for household electronics but
has become an entertainment powerhouse and is banking on the growth of anime.
這家日本綜合企業過去以家用電子產品聞名，如今已轉型為娛樂巨頭，並寄望動畫業務持
續成長。
Profit at Sony's games business fell in the second quarter as the company
booked impairment losses related to the "Destiny 2" video game.
索尼遊戲部門在第二季度獲利下滑，主要因《天命2（Destiny 2）》相關的減損損失所致
。
User engagement has not met the expectations Sony had when it bought Bungie, a
studio, Chief Financial Officer Lin Tao said at a briefing.
索尼首席財務長林濤（Lin Tao）在說明會上表示，使用者參與度未達索尼在收購遊戲工
作室 Bungie 時的預期。
Sony sold 3.9 million units of its PlayStation 5, which launched in 2020,
during the quarter in a slight increase from the same period a year earlier.
索尼於本季度銷售了390萬台自2020年推出的 PlayStation 5，比去年同期略有增加。
"We plan to expand the install base during the year-end sales season while
continuing to balance that expansion with the profitability of the entire
segment," Tao said.
林濤表示：「我們計畫在年底銷售旺季擴大安裝基礎，同時兼顧整體業務的獲利平衡。」
Take-Two Interactive said last week it has delayed the release of "Grand Theft
Auto VI" for a second time to November next year.
遊戲公司 Take-Two Interactive 上週表示，其《俠盜獵車手VI（GTA 6）》再度延期至
明年11月推出。
The highly anticipated title is expected to boost Sony's PlayStation business
as customers upgrade their consoles or buy specialised gaming hardware for the
first time.
這款備受期待的遊戲預計將提振索尼 PlayStation 業務，因為玩家可能會升級主機或首
次購買專用遊戲硬體。
Sony said it has sold 3.3 million units of "Ghost of Yotei", which launched
last month and has been well received.
索尼表示，上月推出的《羊蹄山戰鬼（Ghost of Yotei）》銷量已達330萬套，市場反
應良好。
Nintendo last week hiked its annual sales forecast for the Switch 2 to 19
million units as consumers flock to the gaming device which launched in June.
任天堂上週將其 Switch 2 的年度銷售預測上調至1900萬台，因消費者踴躍購買該於6月
上市的新主機。
Sony, a leading manufacturer of image sensors used in smartphones, cited sales
of larger sensors as boosting its chips unit during the quarter.
索尼作為智慧手機影像感測器的領先製造商，表示大尺寸感測器銷售成長推升了晶片部門
的表現。
Customers may have brought forward purchases due to tariffs and other factors,
Sony said.
索尼指出，部分客戶可能因關稅與其他因素提前採購。
Sony said it sees a 50 billion yen hit from tariffs during the financial year,
compared to the 70 billion yen impact estimate in August.
索尼表示，本財年因關稅造成的損失預計為500億日圓，低於8月估計的700億日圓。
The company said it would buy back up to 35 million shares for some 100
billion yen. Sony's shares closed up 5.5% following the earnings release.
公司同時宣布將斥資約1000億日圓回購最多3500萬股股票。財報發布後，索尼股價上漲5.
5%。
($1 = 150.7800 yen)（1美元＝150.78日圓）
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