Group 1 - Chihong Zn & Ge plans to increase capital by 3.3 billion RMB to its wholly-owned subsidiary, Hulunbuir Chihong Mining, primarily for repaying internal loans, supplementing working capital, and constructing lead-zinc smelting projects. Post-increase, the registered capital will rise to 3.515 billion RMB [2] - Yuguang Gold Lead's stock price has surged by 59.52% over six trading days, but the future of silver prices remains uncertain, which could adversely affect the company's profitability if prices decline [3] - Changjiang Investment expects a net loss of 30 to 45 million RMB for 2025, with potential delisting risk due to failing to meet the 300 million RMB revenue threshold [4] Group 2 - Kewan Technology's subsidiary has not generated revenue, and the company anticipates a significant net profit decrease of 72.90% to 80.42% for 2025 [5] - Hainan Mining is planning to acquire control of Fengrui Fluorine Industry through a combination of cash and stock issuance, with trading suspended for up to 10 days [6] - Chifeng Gold's stock has shown abnormal trading fluctuations, with significant increases in gold product prices expected to impact its operating performance [7] Group 3 - Jin Hui Co. reports that silver product revenue constitutes a low percentage of total revenue, with silver sales accounting for 12.46% of total revenue in the first three quarters of 2025 [8] - Western Gold emphasizes its focus on gold mining and smelting as its main business amid rising market interest [9] - Gehua Cable plans to invest 100 million RMB in a private equity fund focused on the smart robotics industry, aiming to enhance synergy with its broadcasting business [10] Group 4 - Keda Manufacturing intends to acquire a 51.55% stake in Tefu International, with trading resuming on January 29, 2026 [11] - Hai Xin Food has successfully entered the Sam's Club retail channel, launching customized products to enhance brand image and product value [12] - Shangwei New Materials warns of potential further stock suspensions if prices continue to rise, as its new product development is still in the early stages [13] Group 5 - Xie Chuang Data expects a net profit increase of 51.78% to 80.69% for 2025, projecting profits between 1.05 billion to 1.25 billion RMB [15] - Industrial Fulian anticipates a net profit of 35.1 billion to 35.7 billion RMB for 2025, reflecting a growth of 51% to 54% [17] - Mingyang Smart Energy forecasts a net profit increase of 131.14% to 188.92% for 2025, driven by significant growth in wind turbine deliveries and sales [18] Group 6 - Keda Technology expects a net profit increase of 40% to 70% for 2025, projecting profits between 785 million to 950 million RMB [19] - Hunan Silver anticipates a net profit increase of 67.88% to 126.78% for 2025, supported by increased production and rising market prices for silver and gold [21] - Honghe Technology projects a substantial net profit increase of 745% to 889% for 2025, driven by rising demand for electronic-grade glass fiber cloth [22] Group 7 - Zhongtian Rocket expects a net loss of 95 million to 115 million RMB for 2025, a shift from a profit of 19.56 million RMB in the previous year due to increased competition and price declines in its core business [23] - Zotye Auto anticipates a net loss of 281 million to 417 million RMB for 2025, primarily due to operational issues and fixed costs [24] Group 8 - Huaguang Huaneng's controlling shareholder plans to reduce its stake by up to 1% through market transactions [25] - Bozhong Precision's major shareholder intends to reduce its stake by up to 1% due to funding needs [26] Group 9 - ST Songfa's subsidiary has signed a contract for the construction of container ships worth approximately 3.4 billion to 4 billion RMB, with delivery expected in 2028 [27]

格隆汇1月28日｜工业富联(601138.SH)公告称，预计公司2025年第四季度实现归属于母公司所有者的净 利润126亿元到132亿元，与上年同期相比，增加45亿元到51亿元，同比上升56%到63%；预计2025年全 年实现归属于母公司所有者的净利润351亿元到357亿元，与上年同期相比，增加119亿元到125亿元，同 比上升51%到54%。2025年，公司800G以上高速交换机业务营业收入同比增幅高达13倍；2025年第四季 度，800G以上高速交换机营业收入同比增长超4.5倍。2025年，公司云服务商AI服务器营业收入同比增 长超3倍；2025年第四季度，云服务商AI服务器营业收入环比增长超50%，同比增长超5.5倍。 ...

Financial Performance - The company expects a net profit attributable to shareholders of the parent company to reach between 12.6 billion to 13.2 billion yuan in Q4 2025, an increase of 4.5 billion to 5.1 billion yuan compared to the same period last year, representing a year-on-year growth of 56% to 63% [1] - For the full year of 2025, the expected net profit attributable to shareholders is between 35.1 billion to 35.7 billion yuan, an increase of 11.9 billion to 12.5 billion yuan year-on-year, reflecting a growth of 51% to 54% [1] - The company anticipates a net profit excluding non-recurring gains and losses to be between 12.4 billion to 13.0 billion yuan in Q4 2025, up by 3.7 billion to 4.3 billion yuan year-on-year, which is a growth of 43% to 50% [1] Cloud Computing Business - In 2025, revenue from cloud service providers' servers is expected to grow by over 1.8 times year-on-year; in Q4 2025, this revenue is projected to increase by over 30% quarter-on-quarter and over 2.5 times year-on-year [2] - The revenue from AI servers for cloud service providers is expected to grow by over 3 times year-on-year in 2025, with Q4 2025 revenue increasing by over 50% quarter-on-quarter and over 5.5 times year-on-year [2] Communication and Mobile Network Equipment - The company’s high-speed switch business continues to show strong growth, with revenue from 800G and above high-speed switches expected to increase by 13 times year-on-year in 2025; in Q4 2025, this revenue is projected to grow by over 4.5 times year-on-year [2] - The precision components business is expected to achieve double-digit growth in shipment volume year-on-year in 2025, supported by mature technology reserves and a stable customer supply system, further solidifying the foundation for the company's diversified business development [2]

Financial Performance - The company expects a net profit attributable to shareholders of the parent company to reach between 12.6 billion to 13.2 billion yuan in Q4 2025, an increase of 4.5 billion to 5.1 billion yuan compared to the same period last year, representing a year-on-year growth of 56% to 63% [1] - For the entire year of 2025, the expected net profit attributable to shareholders is projected to be between 35.1 billion to 35.7 billion yuan, an increase of 11.9 billion to 12.5 billion yuan year-on-year, reflecting a growth of 51% to 54% [1] - The company anticipates a net profit excluding non-recurring gains and losses to be between 12.4 billion to 13.0 billion yuan in Q4 2025, which is an increase of 3.7 billion to 4.3 billion yuan year-on-year, indicating a growth of 43% to 50% [1] Cloud Computing Business - In 2025, revenue from cloud service providers' servers is expected to grow by over 180% year-on-year, with Q4 2025 showing a sequential growth of over 30% and a year-on-year increase of over 250% [2] - The revenue from AI servers for cloud service providers is projected to increase by over 300% year-on-year in 2025, with Q4 2025 revenue showing a sequential growth of over 50% and a year-on-year increase of over 550% [2] Communication and Mobile Network Equipment - The company’s high-speed switch business continues to show strong growth, with revenue from 800G and above high-speed switches expected to increase by 1300% year-on-year in 2025, and a year-on-year growth of over 450% in Q4 2025 [2] - The precision components business is expected to achieve double-digit growth in shipment volume compared to the previous year in 2025, further solidifying the foundation for the company's diversified business development [2]

证券代码：601138 证券简称：工业富联 公告编号：2026-006 号 富士康工业互联网股份有限公司 2025 年度业绩预增公告 本公司董事会及全体董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。 重要内容提示： 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日 （二）业绩预告情况 经财务部门初步测算，预计公司 2025 年第四季度实现归属于母公司所有者 的净利润 126 亿元到 132 亿元，与上年同期相比，增加 45 亿元到 51 亿元，同比 经富士康工业互联网股份有限公司（以下简称"公司"）财务部门初 步核算，预计公司 2025 年第四季度实现归属于母公司所有者的净利润 126 亿元到 132 亿元，与上年同期相比，增加 45 亿元到 51 亿元，同比 上升 56%到 63%；预计 2025 年全年实现归属于母公司所有者的净利润 351 亿元到 357 亿元，与上年同期相比，增加 119 亿元到 125 亿元，同 比上升 51%到 54%。 预计公司 2025 年第四季度实现归属 ...

每经AI快讯，工业富联（601138）1月28日公告，预计公司2025年全年实现归属于母公司所有者的净利 润351亿元到357亿元，与上年同期相比，增加119亿元到125亿元，同比上升51%到54%。 ...

Core Viewpoint - The company, Industrial Fulian, expects a significant increase in net profit for 2025, driven by strong growth in cloud computing and communication equipment sectors [1] Financial Projections - The company anticipates a net profit attributable to shareholders of 35.1 billion to 35.7 billion yuan for 2025, representing a year-on-year increase of 51.00% to 54.00% [1] - The projected net profit excluding non-recurring gains and losses is expected to be between 34 billion and 34.6 billion yuan, reflecting a year-on-year growth of 45.00% to 48.00% [1] Cloud Computing Business - In 2025, revenue from cloud service provider servers is expected to grow by over 180% year-on-year [1] - For Q4 2025, the revenue from cloud service provider servers is projected to increase by over 30% quarter-on-quarter and over 250% year-on-year [1] - Revenue from AI servers for cloud service providers is expected to grow by over 300% year-on-year in 2025, with Q4 2025 revenue increasing by over 50% quarter-on-quarter and over 5.5% year-on-year [1] Communication and Mobile Network Equipment - The company’s high-speed switch business is expected to continue its strong growth, achieving a year-on-year revenue increase of 1300% for 800G and above high-speed switches in 2025 [1] - In Q4 2025, revenue from 800G and above high-speed switches is projected to grow by over 450% year-on-year [1] Precision Components Business - The precision component business is expected to achieve double-digit growth in shipment volume compared to the previous year, supported by mature technology and a stable customer supply system [1]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 工业富联公告，预计公司2025年第四季度实现归属于母公司所有者的净利润126亿元到132亿元，与上年 同期相比，增加45亿元到51亿元，同比上升56%到63%；预计2025年全年实现归属于母公司所有者的净 利润351亿元到357亿元，与上年同期相比，增加119亿元到125亿元，同比上升51%到54%。 风险提示及免责条款 ...

- The financing balance of the Shanghai and Shenzhen stock markets increased by 139.05 billion yuan to 26,969.49 billion yuan last week[13][16] - The top five stocks with the highest net financing purchases last week were Ping An Insurance (601318), New Easys (300502), Zijin Mining (601899), Tianfu Communication (300394), and Industrial Bank (601166)[48][50] - The top five stocks with the highest net securities lending sales last week were BYD (002594), Chifeng Gold (600988), BlueFocus (300058), Kweichow Moutai (600519), and Foxconn Industrial Internet (601138)[48][52] - The financing balance of the ETF market was 1142.77 billion yuan, a decrease of 9.40 billion yuan from January 20[43] - The top five ETFs with the highest net financing purchases were Huaxia SSE 50ETF, Huatai-PineBridge CSI 300ETF, GF CSI Hong Kong Stock Connect Non-Bank ETF, Huaan Gold ETF, and Harvest CSI 300ETF[45][46]

Group 1 - The top ten stocks with net financing purchases on January 27 include Mingyang Smart Energy (571 million), Zijin Mining (340 million), SMIC (228 million), China Railway (219 million), Cambricon (209 million), Yuguang Gold Lead (182 million), Chipone (162 million), Chipright (158 million), Industrial Fulian (152 million), and Aotwei (134 million) [1]