FII(601138)

Search documents
晚间公告丨8月10日这些公告有看头
Di Yi Cai Jing· 2025-08-10 11:15
Corporate Changes - Jiachuan Vision's actual controller is set to change to Mao Guangfu and Li Li couple, with stock resuming trading on August 11 [3] - *ST Sailong announced that due to a change in control, the chairman and several executives have resigned [5] Nuclear Power Development - China Nuclear Power announced that the first concrete for the nuclear island of the Zhejiang Jin Qimen Nuclear Power Plant Unit 1 was poured on August 10, 2025, with a capacity of 1.215 million kilowatts [4] Renewable Energy Expansion - Yunnan Energy Investment reported that the first batch of wind turbines for the Yongning Wind Farm expansion project has been connected to the grid, increasing total installed capacity to 1.85435 million kilowatts [6] New Projects - Chunguang Technology plans to invest up to 1 billion yuan in a new project to produce 8 million clean electrical appliances annually [7] - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of a new drug, Ziying Granules, for treating pelvic inflammatory disease [8] Financial Performance - Changqing Co. reported a net profit of 42.28 million yuan for the first half of 2025, a year-on-year increase of 117.75% [10] - Yanjing Beer achieved a net profit of 1.103 billion yuan in the first half of 2025, up 45.45% year-on-year [12] - Industrial Fulian reported a net profit of approximately 12.113 billion yuan, a 38.61% increase year-on-year [13] - Kaipu Testing's net profit increased by 3.73% year-on-year, with a proposed cash dividend of 3 yuan per 10 shares [14] - Jinghua New Materials reported a net profit of 37.67 million yuan, a decrease of 7.3% year-on-year [15] - Baiwei Storage reported a net loss of 226 million yuan in the first half of 2025, compared to a profit of 283 million yuan in the same period last year [16] - Xintian Green Energy's power generation in July increased by 9.32% year-on-year [17] Shareholding Changes - Lu Wei Optoelectronics' actual controller and major shareholders committed not to reduce their holdings within six months [19] - Liyang Chip's shareholders plan to collectively reduce their holdings by up to 3.94% [20] - Longlide's shareholder plans to reduce holdings by up to 1.9% [21] - Yinbao Shanneng's shareholder plans to reduce holdings by up to 1.54% [22] - Heda Technology's shareholder plans to reduce holdings by up to 1.1% [23] - Huizhiwei's shareholder plans to reduce holdings by up to 1% [24] - Nanjing Julong's specific shareholder plans to reduce holdings by 0.87% [25] - Furan Energy's shareholder plans to reduce holdings by up to 0.37% [26] - Xingrui Technology's shareholders plan to reduce holdings by up to 497,000 shares [27] - Mengjie Co.'s general manager plans to reduce holdings by up to 80,110 shares [28] - Yuanda Holdings' vice chairman plans to reduce holdings by 80,000 shares [29] - Henghua Technology's director plans to reduce holdings by up to 92,800 shares [30] - Silicon Treasure Technology's executives plan to reduce holdings by up to 77,300 shares [31]
大赚121亿!7000亿人工智能概念股发布半年报
Xin Lang Cai Jing· 2025-08-10 10:54
Company Highlights - Industrial Fulian reported a 39% year-on-year increase in net profit for the first half of the year, with revenue reaching 360.76 billion yuan, a 35.58% increase. The GB200 series products have achieved mass production, and server revenue grew over 50% in Q2 [2] - Fangsheng Pharmaceutical's subsidiary received approval for clinical trials of its innovative traditional Chinese medicine, Ziying Granules, aimed at treating chronic pelvic pain [2] - Jiachuan Vision announced a potential change in control to Mao Guangfu and Li Li, with stock resuming trading on August 11, 2025 [3] Investment & Agreements - Chunguang Technology plans to invest up to 1 billion yuan in a project to produce 8 million clean electrical appliances annually [4] - Shiyun Electric plans to invest 125 million yuan to acquire a 3.82% stake in Shenzhen Xinsong Semiconductor [4] Shareholding Changes & Buybacks - Liyang Chip shareholders plan to collectively reduce their holdings by up to 3.94% [6] - Baiwei Storage intends to repurchase shares worth between 20 million and 40 million yuan to reduce registered capital [6] Performance & Financials - Jinghua New Materials reported a 7.3% decline in net profit for the first half of the year, with revenue of 947 million yuan, a 10.53% increase [7] - Yanjing Beer achieved a 45.45% increase in net profit, reaching 1.103 billion yuan, with revenue of 8.558 billion yuan, a 6.37% increase [7] - Baiwei Storage reported a net loss of 226 million yuan for the first half of the year, despite a 13.7% increase in revenue to 3.912 billion yuan [9] Other Developments - China Nuclear Power announced the completion of the first concrete pour for the nuclear island of the Zhejiang Jin Qimen Nuclear Power Plant's Unit 1 [8] - *ST Sailong's chairman and several executives resigned following a change in company control [10]
单季营收破2000亿 AI驱动工业富联业绩创新高
Zheng Quan Shi Bao Wang· 2025-08-10 10:48
8月10日晚间,工业富联发布的2025年半年报显示,受益于AI相关业务强势增长,上半年工业富联实现营收3607.6亿元,同比增长35.6%,实现归 母净利润121.1亿元,同比增长38.6%,均创同期历史新高。 其中,第二季度单季营收首次超过2000亿元,达2003.4亿元,同比增长35.9%;净利润为68.8亿元,同比增长51.1%,均创下同期历史新高。 受益于AI浪潮,工业富联AI业务快速发展,驱动该公司二季度及上半年业绩创新高。 (原标题:单季营收破2000亿 AI驱动工业富联业绩创新高) 与此同时,AI手机推动高端换机潮,终端需求结构性复苏。受益于客户某些特定机种的热销,工业富联精密机构件业务出货量同比增长17%。 在业务持续向好发展的同时,工业富联积极回报股东。日前,工业富联已完成每10股派发现金红利6.4元,合计派发127亿元,创公司历史新高。 该公司已连续三年分红金额超百亿元,上市以来分红总额增至565.4亿元。此外,工业富联还通过使用自有资金回购股份并用于注销,提高每股收 益与股东回报。 云计算业务方面,全球多家大型云服务商对AI基础设施建设资本开支延续扩张趋势,AI算力投入持续火热。工业富联 ...
工业富联二季度净利润增长51%AI服务器营收增长超60%
Xin Lang Cai Jing· 2025-08-10 09:06
新浪科技讯 8月10日下午消息,工业富联发布2025年半年度报告,受益于AI相关业务强势增长,实现营收3607.6亿元,同比增长35.6%,归母净利润121.1亿元,同比增长38.6%,均创同期 工业富联在财报中指出,公司核心业务强势增长,实现订单规模与价值量同步跃升。云计算业务方面,工业富联产品结构持续优化,AI服务器在云计算业务中的占比稳步扩大。第二季度公司整体 通信及移动网络设备方面,2025上半年全球数据中心网络架构持续向更高带宽、更低延迟演进,以积极响应AI大模型训练与推理对网络性能的急剧增长。尤其是在AI加速器集群部署方面,高速 责任编辑:王珂 ...
工业富联:上半年净利润121.13亿元,同比增长38.61%
Zhong Zheng Wang· 2025-08-10 08:49
Core Viewpoint - Industrial Fulian reported significant growth in revenue and net profit for the first half of the year, driven by advancements in AI technology and strategic collaborations with leading tech companies [1] Financial Performance - The company achieved operating revenue of 360.76 billion yuan, representing a year-on-year increase of 35.58% [1] - Net profit reached 12.113 billion yuan, with a year-on-year growth of 38.61% [1] - Basic earnings per share were 0.61 yuan, reflecting a 38.64% increase compared to the previous year [1] Industry Trends - The global technology industry is undergoing rapid restructuring due to the wave of the intelligent revolution, particularly driven by breakthroughs in large models and generative AI [1] - It is anticipated that the combined capital expenditure of the four major cloud service providers in North America will see significant growth by 2025, with a notable increase in investment in AI cloud infrastructure [1] Strategic Initiatives - The company is enhancing its supply chain resilience and deepening strategic collaborations with top tech firms in North America and Asia-Pacific [1] - The core business of the company is demonstrating strong growth momentum in profitability, with both order scale and value experiencing significant increases [1]
工业富联上半年净利121.13亿元,同比增长38.61%
Bei Jing Shang Bao· 2025-08-10 08:37
北京商报讯(记者 马换换 王蔓蕾)8月10日,工业富联(601138)发布2025年半年度报告显示,公司上 半年实现归属净利润约121.13亿元,同比增长38.61%。 二级市场方面,截至8月8日收盘,工业富联股价报36.59元/股,总市值7267亿元。 据了解,工业富联深耕云计算、通信网络及移动网络设备、工业互联网等核心领域。 中报显示,2025年上半年,工业富联实现营业收入约为3607.6亿元,同比增长35.58%;对应实现归属净 利润约为121.13亿元,同比增长38.61%。对于营业收入变动原因,工业富联表示,主要系AI服务器市场 持续增长,公司在主要客户的市场份额不断提升带动营业收入上升。 ...
工业富联: 富士康工业互联网股份有限公司2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-10 08:16
富士康工业互联网股份有限公司2025 年半年度报告 公司代码:601138 公司简称:工业富联 富士康工业互联网股份有限公司 富士康工业互联网股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性,不存在虚假记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人郑弘孟、主管会计工作负责人郑弘孟及会计机构负责人(会计主管人员)黄昭 期声明:保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 本公司计划不派发现金红利,不送红股,不以公积金转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性陈述不构成公司对投资者的实质承诺,敬请投资 者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整 ...
工业富联: 富士康工业互联网股份有限公司2025年半年度报告摘要
Zheng Quan Zhi Xing· 2025-08-10 08:16
富士康工业互联网股份有限公司2025 年半年度报告摘要 公司代码:601138 公司简称:工业富联 富士康工业互联网股份有限公司 富士康工业互联网股份有限公司2025 年半年度报告摘要 第一节 重要提示 展规划,投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 完整性,不存在虚假记载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 本公司计划不派发现金红利,不送红股,不以公积金转增股本。 第二节 公司基本情况 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 变更前股票简称 A股 上海证券交易所 工业富联 601138 无 联系人和联系方式 董事会秘书 证券事务代表 姓名 刘宗长 揭晓小 电话 0755-3359 5881 0755-3359 5881 深圳市龙华区龙华街道东环二 深圳市龙华区龙华街道东环二 办公地址 路二号富士康科技园 路二号富士康科技园 电子信箱 ir@fii-foxconn.com ir@fii-foxconn.com 单位:千元 币种:人民币 本报告期末比上年 本报告期末 上年度末 度末增减(%) 总资产 383,128,084 317,523,5 ...
工业富联: 富士康工业互联网股份有限公司第三届董事会第二十五次会议决议公告
Zheng Quan Zhi Xing· 2025-08-10 08:16
证券代码:601138 证券简称:工业富联 公告编号:临 2025-060 号 富士康工业互联网股份有限公司(以下简称"公司")董事会于 2025 年 7 月 31 日以书面形式发出会议通知,于 2025 年 8 月 8 日在深圳市富士康龙华园区会议室以 现场结合通讯方式召开会议并作出本次董事会决议。会议应出席董事 7 名,实际出席 董事 7 名。会议由郑弘孟董事长主持召开,会议召开符合法律法规、《富士康工业互 联网股份有限公司章程》及《富士康工业互联网股份有限公司董事会议事规则》的规 定。 会议审议通过了下列议案: 一、 关于《富士康工业互联网股份有限公司 2025 年半年度报告》及其摘要的议 案 议案表决情况:有效表决票 7 票,同意 7 票,反对 0 票,弃权 0 票。 本议案已经公司董事会审计委员会审议通过。 具体内容详见公司于同日在上海证券交易所网站(www.sse.com.cn)及指定媒体 披露的《富士康工业互联网股份有限公司 2025 年半年度报告》以及《富士康工业互 联网股份有限公司 2025 年半年度报告摘要》。 二、 关于《富士康工业互联网股份有限公司 2025 年半年度募集资金存放与使用 ...
工业富联: 富士康工业互联网股份有限公司第三届监事会第二十一次会议决议公告
Zheng Quan Zhi Xing· 2025-08-10 08:16
证券代码:601138 证券简称:工业富联 公告编号:临 2025-061 号 富士康工业互联网股份有限公司 第三届监事会第二十一次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 富士康工业互联网股份有限公司(以下简称"公司")监事会于 2025 年 7 月 31 日以书面形式发出会议通知,于 2025 年 8 月 8 日在深圳市富士康龙华园区会议室以 现场结合通讯方式召开会议并作出本次监事会决议。会议应出席监事 3 名,实际出席 《富士康工业互联 网股份有限公司章程》及《富士康工业互联网股份有限公司监事会议事规则》的规定。 会议审议通过了下列议案: 一、 关于《富士康工业互联网股份有限公司 2025 年半年度报告》及其摘要的 议案 中国证监会的相关规定,半年报的内容和格式符合中国证监会和上海证券交易所的各 项规定,报告的内容能够真实、准确、完整地反映公司的实际情况,未发现参与半年 报编制和审议的人员有违反保密规定的行为。 具体内容详见公司于同日在上海证券交易所网站(www.sse.com.cn)及指定媒体 披露 ...