工业富联成交额超100亿元，现涨5.89%。 ...

Group 1 - The consumer electronics contract manufacturing index increased by 5.28%, closing at 7864.92, with a trading volume of 204.94 billion and a market capitalization ratio of 32.1 [1] - Notable stock performances include昀冢科技 reaching a 20% limit up, with other companies like 春秋电子, 福日电子, and 惠威科技 also hitting their upper limits [2] - The stock prices of several companies showed significant increases, with 688260 的家科技 up by 19.99%, and 688775 影石创新 up by 11.84% [3] Group 2 - Huawei announced the launch of the new Mate80 and Mate80 Pro series, which will feature the HarmonyOS6 operating system and will be available for sale starting November 28 [4]

Group 1 - The CPO concept continues to strengthen, with companies like Saiwei Electronics and Cambridge Technology hitting the daily limit up [1] - New Yisheng and Zecheng Electronics saw increases of over 10% [1] - Industrial Fulian experienced a rise of over 7% [1]

Group 1 - The consumer electronics sector is experiencing a significant rally, with multiple companies seeing substantial stock price increases [1] - Yunzhu Technology has reached a 20% limit up, indicating strong investor interest and confidence [1] - Both Chunqiu Electronics and Furi Electronics have also hit their daily limit up, reflecting a broader positive trend in the sector [1] Group 2 - Kaiwang Technology has increased by over 9%, showcasing robust performance among smaller players in the market [1] - Industrial Fulian has risen by more than 6%, contributing to the overall positive sentiment in the consumer electronics industry [1] - Other companies such as Gongda Electronics, Huanxu Electronics, and Changying Precision are also experiencing gains, indicating a widespread upward movement in the sector [1]

CPO板块再度走强，新易盛涨超8%，工业富联涨超6%，剑桥科技触及涨停，生益科技、光库科技跟 涨。 ...

Core Viewpoint - The electronic sector is experiencing significant inflows and growth, with a net inflow of 11.1 billion yuan on November 27, and a total of 40.7 billion yuan over the past five days, leading all 31 primary industries in terms of capital absorption [1] Group 1: Market Performance - The electronic sector has seen a rise of 2.26% on the day, with notable stocks such as Haiguang Information and Industrial Fulian increasing by 7.89% and 6.70% respectively [2][4] - The electronic ETF (515260) has shown strong performance, increasing by 3.04% and recovering above the 10-day moving average, indicating strong upward momentum [1][4] Group 2: Policy and Industry Trends - The Ministry of Industry and Information Technology, along with five other departments, has issued a plan to enhance the adaptability of supply and demand in consumer goods, which is expected to benefit the consumer electronics sector [2] - The semiconductor and consumer electronics sectors are both showing strong performance, with significant gains in stocks related to these industries [4] Group 3: Key Industry Insights - Counterpoint Research predicts that Apple's market share in the global smartphone market could reach 19.4% by 2025, surpassing Samsung for the first time since 2011 [3] - Nvidia has reaffirmed its technological leadership, claiming to be the only platform capable of running all AI models across various scenarios [3] Group 4: Future Outlook - HSBC's latest report indicates that the acceleration of AI server iterations is driving a dual cycle of technological and price increases for core components like printed circuit boards (PCBs) [5] - The electronic industry is currently in an innovation phase, with expectations for rapid development driven by breakthroughs in terminal innovation, performance releases, and profit explosions [5]

Core Viewpoint - The computing hardware stocks have shown significant strength in early trading on November 27, with several companies reaching new highs in their stock prices [1]. Group 1: Stock Performance - Saiwei Electronics has surged over 10%, continuing to set historical highs [1]. - Cambridge Technology, Changguang Huaxin, Industrial Fulian, New Yisheng, and Shengyi Technology have all increased by over 5% [1].

Core Viewpoint - Industrial Fulian (601138) has adjusted its share repurchase plan, increasing the maximum repurchase price from 19.36 yuan per share to 75 yuan per share, representing a significant increase of 287% [1] Summary by Sections Share Repurchase Plan - As of now, Industrial Fulian has spent 147 million yuan to repurchase 7.6974 million shares [1] - The stock price on November 26 closed at 58.93 yuan, reflecting a 4.10% increase [1] - The adjustment in the repurchase price is based on the company's confidence in its future stable development and recognition of its value, ensuring the smooth implementation of the repurchase plan [1] Historical Context - Since its listing, Industrial Fulian has consistently returned value to shareholders through share repurchases and substantial dividends [1] - Over the past three years, the company has repurchased shares totaling nearly 1.7 billion yuan [1] - The introduction of a cancellation-based repurchase plan of 200-300 million yuan in July 2024 has garnered market attention, as it is believed to reduce total share capital, thereby increasing earnings per share and shareholder equity [1] Dividend Distribution - The cash dividend proposal for the first half of 2025, amounting to 6.55 billion yuan, has been approved by the shareholders' meeting [1] - To date, Industrial Fulian has completed seven cash dividend distributions, totaling 56.54 billion yuan, maintaining its position as the top dividend payer in the A-share electronic industry for many years [1]

截至目前，工业富联以集中竞价交易方式累计回购769.74万股，占公司目前总股本的0.04%，回购最高 价格为19.84元/股，回购最低价格为18.40元/股，使用资金总额为1.47亿元（不含交易佣金、过户费等交 易费用）。 工业富联表示，鉴于公司股票价格上涨造成回购股份价格上限低于公司二级市场股价，基 于对公司未来持续稳定发展的信心和对公司价值的认可，同时为了保障本次回购股份方案的顺利实施， 公司将回购股份价格上限调整为不超过75.00元/股。（中国基金报） #工业富联回购价上调2.8倍#【#工业富联回购价上调至75元#】11月26日，工业富联宣布对回购股份方 案进行调整，将回购价格上限从19.36元/股提升至75元/股，增幅达287.4%。 今年4月，工业富联公告称，公司拟使用自有资金不低于5亿元（含）且不超过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20元/股。因公司实施2024年年度权益分派，上述股 份回购价格上限由20.00元/股调整为19.36元/股，调整后的回购价格上限于7月31日起生效。 ...

Group 1 - The company, Industrial Fulian, announced an adjustment to its share repurchase plan, raising the maximum repurchase price from 19.36 yuan per share to 75 yuan per share, an increase of 287% [2] - As of now, the company has spent 147 million yuan to repurchase 7.6974 million shares, with the stock price closing at 58.93 yuan on November 26, reflecting a 4.10% increase [2] - The board of directors decided to adjust the price ceiling based on the stock price consistently exceeding the original repurchase price limit and confidence in the company's future stable development [2] Group 2 - Since its listing, the company has consistently rewarded shareholders through share buybacks and substantial dividends, having spent nearly 1.7 billion yuan on repurchases over the past three years [3] - The company introduced a cancellation-based repurchase plan of 200 to 300 million yuan in July 2024, which is expected to reduce the total share capital and enhance earnings per share and shareholder equity [3] - The company’s cash dividend proposal for the first half of 2025, amounting to 6.55 billion yuan, was approved by the shareholders' meeting, with total cash dividends reaching 56.54 billion yuan over seven distributions, maintaining the top position in cash dividends within the A-share electronics industry [3]