FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 富智康集團有限公司 呈交日期： 2025年8月13日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02038 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事 ...

港股苹果概念股持续走强，其中，鸿腾精密、比亚迪电子均涨超7%，高伟电子涨3.2%，富智康集团涨 近3%，瑞声科技、蓝思科技、丘钛科技均涨超1%，舜宇光学跟涨。 消息上，中信证券研报指出，苹果 公司将承诺对美国国内制造业新增1000亿美元投资，我们认为这是苹果进一步规避硬件产品未来面临惩 罚性关税的措施。当前A/H股果链代表公司估值较低，看好果链阶段性利空落地带来的情绪修复；该行 也看好苹果2025-27年的硬件创新周期。建议重点关注有苹果业务贡献基础业绩，同时卡位AI业务、折 叠屏、机器人等新领域的公司。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 06088 | 湾横精密 | 3.880 | 7.48% | | 00285 | 比亚迪电子 | 41.480 | 7.24% | | 01415 | 高伟电子 | 30.200 | 3.21% | | 02038 | 富智康集团 | 14.420 | 2.78% | | 01478 | 丘钛科技 | 13.210 | 1.15% | | 02018 | 瑞声科技 | 44.680 | 1. ...

格隆汇8月11日丨富智康集团(02038.HK)发布公告，于2025年8月11日，公司根据股份计划向承授人授出 合共2724万股公司奖励股份，占授出日期已发行股份总数（不包括库存股）约3.47%。 ...

富智康集团(02038)发布公告，于2025年8月11日，公司根据股份计划向承授人授出合共2723.8万股公司 奖励股份，占授出日期已发行股份总数(不包括库存股)约3.47%，但须待承授人接纳后，方可作实。 ...

智通财经APP讯，富智康集团(02038)发布公告，于2025年8月11日，公司根据股份计划向承授人授出合 共2723.8万股公司奖励股份，占授出日期已发行股份总数(不包括库存股)约3.47%，但须待承授人接纳 后，方可作实。 ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部 或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 （在開曼群島註冊成立之有限公司） （股份代號：2038） 根據股份計劃授出股份 本公告乃由本公司根據上市規則第17.06A、17.06B及17.06C條作出。 – 1 – (2) 行政總裁兼執行董事林佳億（「林先生」） (3) 執行董事郭文義博士（「郭博士」） (4) 1名高級管理人員 (5) 本集團僱員 在 每 一 曆 年 內 ， 根 據 僱 員 授 出 事 項 歸 屬 予 每 名 承 授 人 的 獎 勵 股 份 總 數 將 分 兩 期 等 額 發 放 ， 其 中 50 % 於 四 月 歸 屬 ， 另 外 50 % 於 十 月 歸 屬 。 我 們 針 對 不 同 的 業 務 單 位 ， 按 不 同 的 時 間 掛 鈎 及 績 效 掛 鈎 條 件 來 決 定 每 年 根 據 僱 員 授 出 事 項 歸 屬 的 獎 勵 股 份 數 目 。 ...

Major Events - Zhonghui Biotech-B (02627) received 4007.64 times subscription for its public offering in Hong Kong, with a share price of HKD 12.9 [1] - Boan Biotech (06955) received approval for its Dulatide Injection Bo You Ping® to be marketed in China [1] - Huajian Medical (01931) signed a global strategic cooperation framework agreement with HashKey Group, a leading digital asset financial services group [1] - International Commercial Settlement (00147) plans to establish a joint venture to engage in cryptocurrency-related businesses [1] - Binhai Service (03316) intends to establish a strategic partnership with Yupan Intelligent in AI development and robotics applications [1] - Banan Group (01263) proposed to change its secondary listing status on the Singapore Exchange to a primary listing [1] - Pulin Chengshan (01809) resumed production at its tire manufacturing base in Thailand [1] Financial Performance - Fuzhikang Group (02038) reported a mid-term profit attributable to shareholders of USD 6.165 million, turning from loss to profit [1] - HKT (00215) reported a mid-term profit attributable to shareholders of HKD 6 million, also turning from loss to profit [1] - Reshaping Energy (02570) reported a mid-term loss of HKD 333 million, a decrease of 28.66% year-on-year [1] - China Heart-to-Heart Fertilizer (01866) reported a mid-term profit attributable to the parent company of approximately HKD 599 million, a decrease of 12.77% year-on-year [1] - Tongchen Group (00258) issued a profit warning, expecting a significant increase in mid-term after-tax comprehensive profit by approximately 6 to 7 times [1] - Greentown China (03900) issued a profit warning, expecting a 90% decrease in mid-term profit attributable to shareholders [1] - Shougang Resources (00639) issued a profit warning, expecting a 52% to 50% decrease in comprehensive profit attributable to shareholders for the first half of the year [1] - Maoyan Entertainment (01896) expects a year-on-year revenue increase of approximately 10.6% to 15.2%, reaching HKD 2.4 billion to 2.5 billion [1] - Sunshine Paper (02002) issued a profit warning, expecting a 55% to 65% decrease in mid-term profit attributable to shareholders [1] - Sunny Optical Technology (02382) reported July mobile lens shipments of approximately 98.565 million units, a 3.7% increase month-on-month but a 14.6% decrease year-on-year [1] - Longfor Group (00960) achieved a total contract sales amount of RMB 41.01 billion in the first seven months [1] - New天绿色能源 (00956) completed a power generation volume of approximately 9.0944 million MWh in the first seven months, an increase of 9.57% year-on-year [1] - GAC Group (02238) reported July automobile sales of 119,500 units, a year-on-year decrease of 15.38% [1] - Shimao Group (00813) achieved a total contract sales amount of approximately RMB 15.51 billion in the first seven months [1]

Core Viewpoint - SoftBank Group has acquired Foxconn's electric vehicle factory in Ohio for $375 million, aiming to initiate a $500 billion "Gateway to the Stars" data center project in collaboration with OpenAI and Oracle [1] Group 1 - SoftBank's acquisition of the factory is part of a larger strategy to invest in data center infrastructure [1] - Foxconn's parent company, Hon Hai, agreed to sell the electric vehicle factory to Crescent Dune LLC for $375 million, although the identity of the buyer was initially undisclosed [1] - Sources indicate that SoftBank is the actual buyer behind the transaction [1]

Group 1 - The core focus of the news is SoftBank's recent acquisition of a U.S. electric vehicle factory from Foxconn, which is part of its broader strategy to invest in AI infrastructure under the "Star Gate" project [1][5] - The factory in Ohio was sold for $375 million and will continue to be operated by Foxconn for AI server manufacturing, with potential future plans to convert it into a data center [1][6] - SoftBank has faced challenges in establishing a financial blueprint for the "Star Gate" project, which has slowed its progress [5][6] Group 2 - SoftBank's chairman, Masayoshi Son, had previously committed to investing $100 billion in AI-related infrastructure, including data centers and power generation [5] - The company is currently evaluating potential sites for the "Star Gate" project, considering factors such as water, electricity, and telecommunications accessibility [5] - SoftBank's CFO, Yoshimitsu Goto, acknowledged difficulties in reaching consensus with partners, which has contributed to delays in the project's advancement [6]

毛利率改善—毛利率由去年同期的1.51%上升至本期间的3.64%。有此改善，乃主要由于集团结束无盈 利或低利润的业务，并在客户及产品组合方面实施策略性调整，将重心转向高附加价值产品。同时，集 团持续优化产能利用率、提升效率、优先将资金用于支援未来业务发展，同时着力严格管控开支及削减 成本。我们亦于重组业务、精简间接人员及厂区整合方面取得进展，特别是应对中国业务持续收缩的情 况。 三大业务发展—于智能制造领域，集团积极优化客户组合，配合策略目标审慎拓展客户。在车载电子方 面，集团的4G车载通信控制单元(TCU)达成重要里程碑，向一家全球汽车制造商出货超过一百万套，并 获多个国际汽车品牌应用。在生产线设备╱机器人业务方面，集团的智能回收机器人持续获北美市场青 睐。此外，集团与客户紧密合作，从零开始共同开发全自动化生产线，有效应对劳工短缺的问题，进一 步提升营运效率。 智通财经APP讯，富智康集团(02038)发布截至2025年6月30日止6个月中期业绩公告，该集团取得营业收 入20.61亿美元，同比增加8.75%;公司拥有人期间溢利616.5万美元，去年同期亏损3157.8万美元;每股基 本盈利0.8美仙。 公告 ...