证券代码：601138 证券简称：工业富联 公告编号：2025-085 富士康工业互联网股份有限公司 关于调整回购股份价格上限的公告 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、回购股份的基本情况 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。因公司实施 2024 年年度权益分派，上 述股份回购价格上限由不超过人民币20.00元/股调整为不超过人民币19.36元/股， 调整后的回购价格上限于 2025 年 7 月 31 日起生 ...

Core Viewpoint - Industrial Fulian (SH 601138) announced a board meeting on November 26, 2025, to discuss the adjustment of the share repurchase price limit [1] Company Summary - For the year 2024, Industrial Fulian's revenue composition is as follows: Cloud service equipment accounts for 52.43%, communication network equipment for 47.26%, industrial internet for 0.15%, and other businesses for 0.15% [1] - As of the report, Industrial Fulian's market capitalization is 1,170.2 billion yuan [1]

工业富联11月26日公告，公司将回购股份价格上限调整为不超过人民币75.00元/股，该价格不高于董事 会审议通过决议前30个交易日公司股票交易均价的150%。本次调整属于股东会授权董事会调整回购方 案具体事项的范围，无需提交股东会审议。公司已累计回购股份7,697,400股，使用资金总额 147,089,384.00元。此次调整旨在保障回购股份方案的顺利实施，符合相关法律法规，不会对公司经营 产生重大不利影响。 ...

工业富联(601138.SH)公告称，公司将回购股份价格上限调整为不超过人民币75.00元/股，该价格不高于 董事会审议通过决议前30个交易日公司股票交易均价的150%。本次调整属于股东会授权董事会调整回 购方案具体事项的范围，无需提交股东会审议。公司已累计回购股份7,697,400股，使用资金总额 147,089,384.00元。此次调整旨在保障回购股份方案的顺利实施，符合相关法律法规，不会对公司经营 产生重大不利影响。 ...

Market Overview - The market exhibited a fragmented low-volume trading pattern, with the Shanghai Composite Index slightly down by 0.15%, while the Shenzhen Component and ChiNext Index rose by 1.02% and 2.14% respectively. Approximately 3,600 stocks declined against over 1,600 that rose, with total trading volume reaching 1.7 trillion [1][3]. AI Hardware Sector - The AI hardware sector saw significant gains, with OCS continuing to strengthen and the CPO sector experiencing a collective rise. Key stocks such as Special Information and Zhongji Xuchuang hit new highs, while others like Saimicroelectronics and Yuxi Technology also saw substantial increases [4][6][7]. Consumer Sector - The consumer sector experienced a resurgence in the afternoon following the release of a plan by six departments aimed at enhancing the adaptability of consumer goods supply and demand. This plan anticipates the formation of three trillion-level consumption areas and ten billion-level consumption hotspots by 2027. Retail stocks like Dongbai Group and Sanjiang Shopping surged, with several stocks hitting the daily limit [9][10]. Shenzhen Local Stocks - Following the announcement of a financial support plan for enterprises in Guangdong, Shenzhen local stocks initially showed little reaction but later surged in the afternoon, led by stocks like Teli A and Shenhua A. The rally was partly driven by news regarding Vanke's debt situation and restructuring plans, which sparked interest in related local stocks [12][14][15][17]. Reader Culture - Reader Culture experienced a sudden surge of over 7% in the afternoon, closing with a 5.1% increase. The rise was attributed to heightened media attention surrounding figures like Luo Yonghao, suggesting that market movements may be influenced by social media trends rather than fundamental factors [20].

截至11月26日收盘，共封装光学(CPO)概念上涨1.27%，位居概念板块涨幅第6，板块内，70股上涨，长 光华芯20%涨停，永鼎股份、青山纸业等涨停，赛微电子、中际旭创、乾照光电等涨幅居前，分别上涨 16.27%、13.25%、10.47%。跌幅居前的有德科立、迈信林、航天电器等，分别下跌6.68%、4.89%、 3.24%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 赛马概念 | 1.95 | 中船系 | -5.09 | | 同花顺果指数 | 1.95 | 兵装重组概念 | -3.05 | | 免税店 | 1.72 | 国产航母 | -2.50 | | 广东自贸区 | 1.50 | 军民融合 | -1.90 | | 医药电商 | 1.38 | 核污染防治 | -1.85 | | 共封装光学(CPO) | 1.27 | 军工信息化 | -1.82 | | 同花顺出海50 | 1.24 | 电子身份证 | -1.82 | | 培育钻石 | 1.21 | 成飞概念 | -1.80 | | 拼多多概念 | ...

Core Viewpoint - The company, Jinbaize (301041.SZ), confirmed that it does not have direct business cooperation with Foxconn Group, but has established a joint venture with its subsidiary, Industrial Fulian, to create a holding subsidiary named Hangzhou Baifu Internet of Things Technology Co., Ltd. [1] Group 1 - The company holds a 70% stake in the joint venture [1] - The main business focus of the joint venture is on integrated product manufacturing (IPM) and the development of sci-tech service businesses [1]

Core Insights - The Tonghuashun Fruit Index concept rose by 1.95%, ranking second among concept sectors, with 15 stocks increasing in value, led by Changying Precision, Dongshan Precision, and Xunwei Communication, which rose by 9.16%, 6.80%, and 5.74% respectively [1][2] - The sector experienced a net inflow of 2.72 billion yuan, with 17 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow, with Luxshare Precision leading at 1.06 billion yuan [2][3] Stock Performance - The top-performing stocks in the Tonghuashun Fruit Index included: - Luxshare Precision: +3.41% with a net inflow rate of 11.61% [3][4] - Industrial Fulian: +4.10% with a net inflow rate of 3.86% [3] - Changying Precision: +9.16% with a net inflow rate of 9.14% [3] - Dongshan Precision: +6.80% with a net inflow rate of 5.79% [3] - Lens Technology: +1.22% with a net inflow rate of 8.29% [3] Sector Comparison - The top concept sectors by daily performance included: - Racehorse concept: +1.95% - Duty-free shops: +1.72% - Guangdong Free Trade Zone: +1.50% - Medical e-commerce: +1.38% - CPO (Co-Packaged Optics): +1.27% [2]

Group 1 - The Tonghuashun Overseas 50 concept index rose by 1.24%, ranking 7th among concept sectors, with 35 stocks increasing in value [1] - Notable gainers included China International Marine Containers (CIMC) with a limit-up increase of 10%, Huadian Technology up by 8.78%, and Xiangxin Home up by 5.87% [1][2] - The largest net inflow of main funds was seen in Huadian Technology, which received a net inflow of 1.133 billion yuan, followed by Luxshare Precision and Shenghong Technology with net inflows of 1.060 billion yuan and 852 million yuan respectively [2][3] Group 2 - The main fund inflow ratio was highest for CIMC at 28.82%, followed by China CRRC at 16.28% and Xiangxin Home at 12.16% [3][4] - The top stocks by main fund inflow included Huadian Technology, Luxshare Precision, and Shenghong Technology, with respective inflows of 1.133 billion yuan, 1.060 billion yuan, and 852 million yuan [2][3] - The overall market saw a significant net inflow of 3.369 billion yuan into the Tonghuashun Overseas 50 concept sector [2]

Core Insights - The consumer electronics sector experienced a rise of 2.59% on November 26, with Hongxi Technology leading the gains [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Stock Performance - Hongxi Technology (920857) closed at 35.59, up 10.80% with a trading volume of 25,800 and a transaction value of 89.5892 million [1] - Fenda Technology (002681) closed at 7.49, up 9.99% with a trading volume of 1,336,600 and a transaction value of 988 million [1] - Changying Precision (300115) closed at 37.90, up 9.16% with a trading volume of 1,688,300 and a transaction value of 6.312 billion [1] - Other notable gainers include Aoni Electronics (301189) up 6.34%, Xinyi Communication (300136) up 5.74%, and Jiamao Intelligent (300793) up 5.64% [1] Fund Flow Analysis - The consumer electronics sector saw a net inflow of 2.42 billion from main funds, while retail funds experienced a net outflow of 1.532 billion [2][3] - Main funds showed significant net inflows in stocks like Luxshare Precision (002475) with 94.3 million and Changying Precision (300115) with 52.9 million [3] - Notable outflows were observed in stocks such as Fenda Technology (002681) with a net outflow of 5.28 million from main funds and 2.96 million from retail investors [3]