证券代码：601138 证券简称：工业富联 公告编号：临 2026-004 号 富士康工业互联网股份有限公司 关于 2025 年半年度权益分派实施后调整回购价格上限的公告 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、回购股份基本情况 富士康工业互联网股份有限公司（以下简称"公司"）于 2025 年 4 月 14 日召开 第三届董事会第二十次会议、第三届监事会第十六次会议，审议通过了《关于以集中 竞价交易方式回购公司股份的议案》，并于 2025 年 4 月 30 日召开 2025 年第一次临 时股东大会审议通过上述议案。公司拟使用自有资金不低于人民币 5 亿元（含）且不 超过人民币 10 亿元（含），以集中竞价交易方式进行股份回购，回购股份的价格不 超过人民币 20.00 元/股，回购股份实施期限自公司股东大会审议通过回购股份方案之 日起不超过 12 个月。具体内容详见公司分别于 2025 年 4 月 15 日、2025 年 5 月 1 日 在上海证券交易所网站（www.sse.com.cn）及指定媒体披 ...

证券代码：601138 证券简称：工业富联 公告编号：临 2026-005 号 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董事会 二〇二六年一月九日 关于全资附属公司境外中期票据计划更新上市的公告 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。 富士康工业互联网股份有限公司（以下简称"公司"）境外全资子公司 Cloud Network Technology Singapore Pte. Ltd.于 2021 年 11 月 29 日向新加坡证券交易所有限 公司（以下简称"新加坡交易所"）申请设立有担保的本金总额最高为 20 亿美元或等 值货币的境外中期票据计划。公司分别于 2024 年 12 月 31 日、2025 年 6 月 19 日召开 第三届董事会第十九次会议、2024 年年度股东大会，审议通过了《关于公司发行境外 公司债务融资工具一般性授权的议案》，拟在该境外中期票据计划下一次或多次或多 期提取发行境外公司债务融资工具，包括但不限于美元、离岸人民币或其他外币计价 的境外公司债务融资工具。具体内容详见公司于 ...

关于富士康工业互联网股份有限公司 2025 年半年度差异化分红事项的核查意见 中国国际金融股份有限公司（以下简称"保荐机构"或"中金公司"）作为 富士康工业互联网股份有限公司（以下简称"工业富联"或"公司"）首次公开 发行 A 股股票并上市及持续督导的保荐机构，根据《中华人民共和国公司法》 《中华人民共和国证券法》《上市公司股份回购规则》《上海证券交易所上市公 司自律监管指引第 7 号——回购股份》等有关法律法规和规范性文件的要求，就 公司 2025 年半年度差异化分红事项进行了核查，核查情况及核查意见如下： 一、本次差异化分红的原因 中国国际金融股份有限公司 根据公司 2025 年第二次临时股东大会审议通过的《关于<富士康工业互联网 股份有限公司 2025 年半年度利润分配预案>的议案》，本次利润分配方案向全体 股东每 10 股派送现金红利 3.30 元(含税)，本次权益分派以公司《2025 年半年度 1 权益分派实施公告》确定的股权登记日的总股本 19,858,195,781 股，扣除回购专 用证券账户股票 9,319,897 股后的股数，即 19,848,875,884 股为基数，以此计算 合计拟派发现 ...

工业富联公告称，其境外全资子公司Cloud Network Technology Singapore Pte. Ltd.曾于2021年申请设立 有担保的本金总额最高为一定亿美元或等值货币的境外中期票据计划。公司在2024 - 2025年相关会议审 议通过在该计划下发行境外公司债务融资工具。近日，公司已向新加坡交易所申请该中票计划的更新上 市，发售通函后续将刊登在新加坡交易所网站。 ...

工业富联公告称，因2025年半年度权益分派实施，自2026年1月16日起，回购股份价格上限由不超75元/ 股调整为不超74.67元/股。公司2025年4月拟用5亿-10亿元自有资金回购股份，回购价不超20元/股， 2025年11月将回购价上限调至75元/股。2025年半年度利润分配以19,848,875,884股为基数，每股派0.33 元（含税），共派现65.50亿元。除价格上限调整外，回购其他事项不变。 ...

Core Viewpoint - The company, Industrial Fulian, announced a cash dividend distribution plan for its shareholders, reflecting its commitment to returning value to investors [1] Group 1: Dividend Distribution - The company will distribute a cash dividend of 3.30 yuan (including tax) for every 10 shares held by shareholders [1] - The total number of shares eligible for the dividend distribution is 19,848,875,884 shares, after excluding 9,319,897 shares held in the repurchase account [1] - The total cash dividend to be distributed amounts to approximately 6,550,129,041.72 yuan (including tax) [1] Group 2: Shareholder Meeting - The dividend distribution plan was approved during the company's second extraordinary general meeting of shareholders in 2025 [1] - The company will not issue new shares or convert capital reserves into share capital as part of this distribution [1]

据工业富联公告，根据公司 2025 年第二次临时股东大会审议通过的《关于的议案》，本次利润分配方 案向全体股东每10 股派送现金红利 3.30 元(含税)，本次权益分派以公司《2025 年半年度权益分派实施 公告》确定的股权登记日的总股本 19,858,195,781 股，扣除回购专用证券账户股票 9,319,897 股后的股 数，即19,848,875,884 股为基数，以此计算合计拟派发现金红利 6,550,129,041.72 元(含税)。公司本次不 进行送股或资本公积金转增股本。 ...

Market Overview - The Shanghai Composite Index fell by 0.07% on January 8, with 20 industries experiencing gains, led by defense and military industry with a rise of 4.18% and media with a rise of 2.00% [2] - The electronic industry saw a slight increase of 0.04% [2] - The non-bank financial and non-ferrous metals industries faced the largest declines, with drops of 2.81% and 1.56% respectively [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 45.304 billion yuan, with 9 industries seeing net inflows [2] - The defense and military industry had the highest net inflow of 6.773 billion yuan, followed by the computer industry with a net inflow of 3.917 billion yuan [2] - The electronic industry experienced the largest net outflow of 17.107 billion yuan, followed by non-ferrous metals with a net outflow of 10.678 billion yuan [2] Electronic Industry Performance - Within the electronic industry, 476 stocks were tracked, with 279 stocks rising and 188 stocks falling [3] - The top three stocks with the highest net inflow were Qianzhao Optoelectronics (7.28 billion yuan), Cambrian (6.99 billion yuan), and Haiguang Information (5.61 billion yuan) [3] - The stocks with the largest net outflows included Luxshare Precision (-2.286 billion yuan), Industrial Fulian (-1.721 billion yuan), and Nanda Optoelectronics (-1.363 billion yuan) [5] Electronic Industry Capital Inflow - The top stocks in terms of capital inflow included: - Qianzhao Optoelectronics: +20.01%, turnover rate 24.83%, capital flow 727.62 million yuan [4] - Cambrian: +3.52%, turnover rate 3.57%, capital flow 699.49 million yuan [4] - Haiguang Information: +8.50%, turnover rate 2.23%, capital flow 561.42 million yuan [4] Electronic Industry Capital Outflow - The stocks with the largest capital outflow included: - Luxshare Precision: -4.15%, turnover rate 3.30%, capital flow -2.285 billion yuan [5] - Industrial Fulian: -2.88%, turnover rate 0.94%, capital flow -1.721 billion yuan [5] - Nanda Optoelectronics: +2.03%, turnover rate 30.00%, capital flow -1.363 billion yuan [5]

证券之星消息，1月8日消费电子板块较上一交易日下跌1.55%，奕东电子领跌。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。消费电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300136 | 信维通信 | 76.20 | 13.71% | 168.69万 | | 120.65亿 | | 300322 | 硕贝德 | 31.70 | 10.72% | 124.03万 | | 37.42亿 | | 300647 | 超频三 | 7.25 | 6.93% | 92.70万 | | 6.86亿 | | 300868 | 本美特 | 34.51 | 5.21% | 4.82万 | | 1.66亿 | | 603052 | 可川科技 | 42.00 | 3.93% | 21.72万 | | 260.6 | | 301329 | 信音电子 | 24.05 | 3.66% | 10.72万 | | 2.55亿 | | ...

Summary of Datacenter Market Insights - ODM Direct Industry Overview - The report focuses on the **Datacenter Market** within the **Hardware Technology** sector, specifically analyzing **ODM (Original Design Manufacturer) direct server shipments** in the Asia Pacific region. Key Insights 1. **ODM Shipments and Value Growth** - ODM shipments declined by **4% quarter-over-quarter (q/q)** but the shipment value increased by **2% q/q** due to growth in both general and AI servers [1][2] - The expected shipments for **GB200/300 racks** are projected to reach approximately **27.3k** in **CY25** and **70k+** in **CY26** [1][5] 2. **Global ODM Direct Server Shipments** - Total global ODM direct server shipments were **1.83 million** units in **3Q25**, reflecting a **4% decline q/q** but a **37% increase year-over-year (y/y)** [2] - This accounted for **43.5%** of global server shipments, which remained flat at **4.2 million** units q/q but increased by **14% y/y** [2] 3. **Market Share Dynamics** - **Inventec** became the top ODM with a **24.6%** market share, gaining **480 basis points (bps)** q/q, while **Wiwynn** dropped to **20.4%** [2][12] - **Intel** and **AMD** both lost unit share, with Intel at **35.1%** (-300 bps q/q) and AMD at **40.3%** (-390 bps q/q) [3][12] 4. **Regional Performance** - **Central & Eastern Europe** exhibited the highest growth in shipment units at **449% y/y**, followed by the **US** at **50% y/y** [4][12] - The US accounted for **75%** of aggregate ODM direct shipments, with other regions like **APxJC** at **13%** and **Western Europe** at **6%** [4] 5. **AI Server Contribution** - AI servers were the main contributors to the increase in shipment value, with the average selling price (ASP) of ODM servers increasing by **7% q/q** and **54% y/y** [5] Additional Insights - **ODM Shipment Value** reached **US$66.8 billion** in **3Q25**, marking a **2% increase q/q** and a **111% increase y/y** [2] - The report highlights potential investment opportunities in ODMs such as **Wistron**, **Wiwynn**, **Hon Hai**, **FII**, and **Quanta** [5] Conclusion - The ODM direct server market is experiencing a complex landscape with declining unit shipments but increasing value, driven primarily by the growth of AI servers. The competitive dynamics are shifting, with new leaders emerging in market share and significant regional disparities in growth rates.