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工业富联2025年半年度拟10派3.3元 合计拟派发现金红利65.51亿元
Zhi Tong Cai Jing· 2025-10-20 10:10
工业富联(601138)(601138.SH)发布公告,公司2025年半年度拟向全体股东每10股派发现金红利3.3元 (含税),合计拟派发现金红利65.51亿元(含税)。 ...
工业富联(601138.SH)2025年半年度拟10派3.3元 合计拟派发现金红利65.51亿元
智通财经网· 2025-10-20 10:08
智通财经APP讯,工业富联(601138.SH)发布公告,公司2025年半年度拟向全体股东每10股派发现金红利 3.3元(含税),合计拟派发现金红利65.51亿元(含税)。 ...
工业富联2025年半年度利润分配方案:拟10派3.3元
Zheng Quan Shi Bao Wang· 2025-10-20 10:00
人民财讯10月20日电,工业富联(601138)10月20日披露2025年半年度利润分配方案,公司拟向全体股 东每10股派发现金红利3.3元(含税),不送红股,不进行资本公积转增。截至2025年9月30日,公司总股 本198.58亿股,扣除公司回购专用证券账户持有的股数769.74万股,以198.5亿股为基数计算,合计拟派 发现金红利65.51亿元(含税)。 ...
工业富联:每股派发现金红利0.33元
Xin Lang Cai Jing· 2025-10-20 09:58
每股派发现金红利0.33元公告,公司拟向全体股东每10股派发现金红利3.3元(含税)。截至2025年9月 30日,公司总股本19,858,183,781股,扣除公司回购专用证券账户持有的股数7,697,400股,以 19,850,486,381股为基数计算,合计拟派发现金红利6,550,660,505.73元(含税)。本次现金分红占公司 2025年半年度归属于上市公司股东的净利润比例为54.08%。本年度截至本公告披露日,公司以现金为 对价,采用集中竞价交易方式已实施的股份回购金额254,120,269.29元,现金分红和回购金额合计 6,804,780,775.02元,占2025年半年度归属于上市公司股东净利润的比例56.18%。 ...
消费电子板块10月20日涨2.44%,瀛通通讯领涨,主力资金净流出1.62亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-20 08:21
从资金流向上来看,当日消费电子板块主力资金净流出1.62亿元,游资资金净流出4.82亿元,散户资金净 流入6.44亿元。消费电子板块个股资金流向见下表: 证券之星消息,10月20日消费电子板块较上一交易日上涨2.44%,瀛通通讯领涨。当日上证指数报收于 3863.89,上涨0.63%。深证成指报收于12813.21,上涨0.98%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002861 | 瀛通通讯 | 18.66 | 10.02% | 9.06万 | | 1.66亿 | | 001314 | 亿道信息 | 56.03 | 9.99% | 6.62万 | | 3.71亿 | | 301180 | 万祥科技 | 15.46 | 8.49% | 11.69万 | | 1.79亿 | | 301567 | 贝隆精密 | 40.50 | 7.14% | 2.10万 | | 8342.83万 | | 301189 | 奥尼电子 | 33.72 | 6.1 ...
工业富联股价涨5.02%,国投瑞银基金旗下1只基金重仓,持有70.95万股浮盈赚取213.55万元
Xin Lang Cai Jing· 2025-10-20 02:23
国投瑞银产业转型一年持有期混合A(015285)成立日期2022年7月21日,最新规模5.2亿。今年以来收 益35.33%,同类排名1711/8234;近一年收益39.99%,同类排名1669/8095;成立以来亏损25.19%。 国投瑞银产业转型一年持有期混合A(015285)基金经理为施成、朴虹睿。 10月20日,工业富联涨5.02%,截至发稿,报63.02元/股,成交41.22亿元,换手率0.33%,总市值 12514.63亿元。 资料显示,富士康工业互联网股份有限公司位于广东省深圳市龙华区龙华街道东环二路二号富士康科技 园C1栋二层,成立日期2015年3月6日,上市日期2018年6月8日,公司主营业务涉及各类电子设备产品 的设计、研发、制造与销售业务,依托于工业互联网为全球知名客户提供智能制造和科技服务解决方 案。主营业务收入构成为:3C电子产品99.85%,其他(补充)0.15%。 从基金十大重仓股角度 数据显示,国投瑞银基金旗下1只基金重仓工业富联。国投瑞银产业转型一年持有期混合A(015285) 二季度持有股数70.95万股,占基金净值比例为2.59%,位居第九大重仓股。根据测算,今日浮盈赚取约 ...
工业富联股价涨5.02%,浙商证券资管旗下1只基金重仓,持有5.86万股浮盈赚取17.64万元
Xin Lang Cai Jing· 2025-10-20 02:23
10月20日,工业富联涨5.02%,截至发稿,报63.02元/股,成交42.04亿元,换手率0.34%,总市值 12514.63亿元。 浙商汇金转型成长(000935)基金经理为马斌博。 截至发稿,马斌博累计任职时间7年300天,现任基金资产总规模3897.17万元,任职期间最佳基金回报 78.16%, 任职期间最差基金回报-43.63%。 风险提示:市场有风险,投资需谨慎。本文为AI大模型自动发布,任何在本文出现的信息(包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成个人投资建 议。 责任编辑:小浪快报 资料显示,富士康工业互联网股份有限公司位于广东省深圳市龙华区龙华街道东环二路二号富士康科技 园C1栋二层,成立日期2015年3月6日,上市日期2018年6月8日,公司主营业务涉及各类电子设备产品 的设计、研发、制造与销售业务,依托于工业互联网为全球知名客户提供智能制造和科技服务解决方 案。主营业务收入构成为:3C电子产品99.85%,其他(补充)0.15%。 从基金十大重仓股角度 数据显示,浙商证券资管旗下1只基金重仓工业富联。浙商汇金转型成长(000935)二季度持 ...
趋势研判!2025年中国液冷机柜行业发展全景分析:随着算力需求大幅提升,所需服务器机柜数量越来越多[图]
Chan Ye Xin Xi Wang· 2025-10-18 02:25
Core Viewpoint - The liquid cooling cabinet is an efficient cooling device that uses liquid as a heat transfer medium, crucial for data centers aiming to reduce carbon emissions and meet high-density cooling demands driven by the rise of generative AI. The global shipment of liquid cooling cabinets is expected to reach 150,000 units by 2026 and 470,000 units by 2030 [1][5]. Group 1: Industry Definition and Classification - Liquid cooling cabinets are defined as high-efficiency cooling devices that utilize liquid to dissipate heat from servers and other equipment. They integrate key components like cooling liquid distribution units and monitoring systems into a standard cabinet framework, creating a plug-and-play cooling environment [2][4]. - The main types of liquid cooling cabinets include cold plate, immersion, and spray cooling cabinets, with cold plate cabinets being the most widely used due to their simple structure and lower costs [3]. Group 2: Current Industry Status - The global liquid cooling cabinet industry is experiencing growth due to the increasing focus on energy conservation and carbon reduction in data centers, which are significant carbon emitters. The demand for high-density cooling solutions is rising alongside the development of generative AI [5]. - In China, the liquid cooling cabinet market is expanding rapidly, driven by strong governmental support for AI infrastructure. The number of operational data center racks in China is projected to grow from 8.1 million in 2023 to 22.5 million by 2025 [6][8]. Group 3: Industry Supply Chain - The liquid cooling cabinet supply chain includes components such as cabinet bodies, independent compartments, connectors, condensers, cooling towers, pumps, monitoring systems, and electrical control systems. The midstream involves manufacturing and system integration, while the downstream applications are primarily in data centers and AI computing centers [8][9]. Group 4: Competitive Landscape - The liquid cooling cabinet market is witnessing explosive growth, with several domestic companies actively investing in liquid cooling technology. Key players include Inspur Information, Industrial Fulian, H3C, Dell, Supermicro, and Huawei Digital Energy, among others [10][11]. - Inspur Information has adopted an "All-in Liquid Cooling" strategy, continuously innovating its product offerings to support liquid cooling across its entire server product line. The company reported a revenue of 114 billion CNY from servers and components in 2024, accounting for 99.33% of its total revenue [13][14]. Group 5: Industry Development Trends - The liquid cooling cabinet is becoming a fundamental infrastructure unit in the AI computing era, integrating advanced thermal management technologies. The market is expected to grow significantly due to the rapid development of data centers, cloud computing, and AI, with increasing demand for efficient cooling solutions [17]. - As AI computing demands continue to rise, liquid cooling cabinets are anticipated to transition from high-end applications to standard configurations in intelligent computing centers and cloud data centers, with a trend towards higher density and increased intelligence in monitoring capabilities [17].
257.03亿元主力资金今日撤离电子板块
Zheng Quan Shi Bao Wang· 2025-10-17 10:09
Core Viewpoint - The Shanghai Composite Index fell by 1.95% on October 17, with the power equipment and electronics sectors experiencing the largest declines of 4.99% and 4.17%, respectively [1] Group 1: Electronic Industry Performance - The electronic industry saw a decline of 4.17%, with a net outflow of 25.703 billion yuan in main capital throughout the day [1] - Out of 468 stocks in the electronic sector, only 30 stocks rose, with 3 hitting the daily limit, while 435 stocks fell, with 5 hitting the lower limit [1] - The top three stocks with the highest net inflow were Wanrun Technology (net inflow of 397 million yuan), Huatian Technology (376 million yuan), and Tengjing Technology (210 million yuan) [1] Group 2: Electronic Industry Capital Outflow - The stocks with the highest capital outflow included Luxshare Precision (-6.27%, net outflow of 1.646 billion yuan), SMIC (-4.18%, net outflow of 1.432 billion yuan), and Industrial Fulian (-5.63%, net outflow of 1.374 billion yuan) [2] - Other notable stocks with significant outflows included Deep Technology (-9.99%, net outflow of 793 million yuan) and Tongfu Microelectronics (-9.46%, net outflow of 682 million yuan) [2] Group 3: Related ETFs - The Consumer Electronics ETF (product code: 159732) tracks the Guozheng Consumer Electronics Theme Index and has seen a decline of 8.76% over the past five days [4] - The ETF has a price-to-earnings ratio of 47.62 times and a total of 3.45 billion shares, with a recent increase of 24 million shares and a net outflow of 10.672 million yuan in main capital [4]
高盛:AI开支热潮并没有那么夸张、上调工业富联、电力问题持续
傅里叶的猫· 2025-10-16 14:03
Core Viewpoint - The article emphasizes a sustained optimism towards AI investments, highlighting that current spending is not a bubble but rather a significant growth opportunity in the sector [1][2]. AI Investment Trends - By 2025, annual AI-related spending in the U.S. is projected to reach approximately $300 billion, with a notable increase of $277 billion compared to the average in 2022 [2][3]. - The growth in AI spending has been partially driven by tariff policies, leading to preemptive equipment purchases, although overall spending remains high [2]. Technological Support for AI Investment - AI is expected to enhance labor productivity by 15% over a decade if widely adopted, with many companies reporting productivity increases of 25%-30% post-AI deployment [3][6]. - The demand for computational power to train large language models is growing at an annual rate of 400%, significantly outpacing the 40% annual decrease in computing costs [7]. Macroeconomic Context - Current AI investment levels, while nominally high, represent less than 1% of GDP, indicating room for growth compared to historical peaks in infrastructure and technology investments [7][8]. - The potential economic value generated from AI productivity improvements is estimated to be between $5 trillion and $19 trillion, far exceeding current investment levels [8][9]. Market Structure and Competition - The AI market exhibits varying levels of competition across different layers, with hardware providers like Nvidia enjoying a dominant position, while application layers face intense competition [10][11]. - The rapid pace of technological change in AI may diminish the advantages of early adopters, complicating the landscape for long-term winners [10][11]. Industrial Growth and Financial Projections - Industrial companies like Hon Hai Precision Industry (Industrial Fulian) are expected to see a compound annual growth rate (CAGR) of 45% in net profit from 2025 to 2027, driven by the AI server business [12][15]. - High expectations for revenue and profit growth are reflected in adjusted financial forecasts, with projected revenues for 2026 reaching ¥1.47 trillion and net profits of ¥564.32 billion [15][16]. Energy Demand and Supply Challenges - By 2030, global data center electricity demand is expected to increase by 175%, significantly impacting energy consumption patterns in the U.S. [21][22]. - The report outlines six key factors influencing electricity demand, including AI's pervasiveness, productivity of computing resources, and the impact of energy prices [22][23][24]. Investment Opportunities - Companies focusing on ensuring reliable electricity and water resources, meeting new electricity demands, and enhancing efficiency are highlighted as key areas for investment [26][27].