证券代码：601138 证券简称：工业富联 公告编号：临 2025-087 号 富士康工业互联网股份有限公司 关于 2019 年股票期权与限制性股票激励计划限制行权期 间的提示性公告 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。 根据《上市公司股权激励管理办法》《上海证券交易所上市公司自律监管指南第 2 号—业务办理》（第八号—股权激励计划股票期权自主行权）《富士康工业互联网 股份有限公司 2019 年股票期权与限制性股票激励计划（草案修订稿）》及中国证券 登记结算有限责任公司上海分公司关于股票期权自主行权的相关规定，结合富士康工 业互联网股份有限公司（以下简称"公司"）2025 年半年度利润分配事项，现对 2019 年股票期权与限制性股票激励计划处于自主行权期间的股票期权进行行权限制，具体 情况公告如下： | 股票期权计划 | 行权期 | 期权代码 | | | 行权起止日期 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 2019 年股票期 | | | | ...

工业富联公告称，结合2025年半年度利润分配事项，对2019年股票期权与限制性股票激励计划处于自主 行权期的股票期权进行行权限制。该激励计划剩余预留授予第五个行权期为2025年3月4日至12月31日， 期权代码为0000000465。本次限制行权期为2025年12月12日至12月31日，此期间全部激励对象将限制行 权。 ...

Core Insights - Google is set to hold a special event titled "The Android Show: XR Edition" to showcase software updates and hardware ecosystem for the Android XR platform, including various XR products like glasses and headsets [1] - The consumer electronics sector is experiencing a surge in AI-driven products, with notable sales figures such as Alibaba's AI glasses generating over 800 million yuan in 48 hours and Huawei's AI emotional companion product selling out quickly [1] - The China Securities Consumer Electronics Theme Index (931494) has seen a strong increase of 2.91%, with significant gains in component stocks like Lianxun Precision (up 9.99%) and Dongshan Precision (up 8.83%) [1] Industry Performance - The China Securities Consumer Electronics Theme Index tracks 50 companies involved in component production and design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index account for 56.39% of the total index weight, with Lianxun Precision holding the highest weight at 9.34% [2] - The Consumer Electronics ETF (561600) has shown a 2.83% increase, marking a potential three-day rally [1][2] Stock Performance - Key stocks in the consumer electronics index have shown varied performance, with notable increases in stocks like Huagong Technology (up 6.81%) and Weilan Lithium Energy (up 4.86%) [2] - The trading volume for the Consumer Electronics ETF reached 34.05 million yuan, with a turnover rate of 7.43% [1]

Core Insights - The consumer electronics sector is experiencing significant growth, driven by advancements in AI technology and the release of new AI-enabled smartphones by major manufacturers [1][2] - The China Securities Consumer Electronics Theme Index (931494) has shown a strong upward trend, with notable increases in key component stocks [1][2] Group 1: Market Performance - As of December 8, 2025, the China Securities Consumer Electronics Theme Index (931494) rose by 2.95%, with significant gains in component stocks such as Lixun Precision (002475) and East Mountain Precision (002384) [1] - The Consumer Electronics ETF (561600) also increased by 2.83%, marking its third consecutive rise [1] Group 2: AI Integration in Consumer Electronics - Major smartphone manufacturers, including Apple, Vivo, OPPO, and Honor, have been focusing on AI capability upgrades, launching new flagship models with AI features since October [1] - ByteDance and ZTE are collaborating to develop an AI smartphone, indicating a trend towards integrating content ecosystems with hardware [1] Group 3: Government Initiatives and Market Trends - A joint initiative by six government departments aims to enhance the adaptability of supply and demand in consumer goods, promoting AI applications across the entire industry [2] - The market for AI glasses and smartwatches has seen a year-on-year growth of 23.1%, with the AI toy market projected to reach 29 billion yuan by 2025 [2] Group 4: Index Composition - The China Securities Consumer Electronics Theme Index comprises 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] - As of November 28, 2025, the top ten weighted stocks in the index accounted for 56.39% of the total index weight [2]

Summary of Key Points Core Viewpoint - The report highlights significant net financing activities in the stock market, indicating investor interest in specific stocks and sectors [1] Group 1: Financing Activities - A total of 1,758 stocks received net financing inflows this week [1] - 781 stocks had net financing inflows exceeding 10 million [1] - 86 stocks had net financing inflows exceeding 100 million [1] - 2 stocks had net financing inflows exceeding 1 billion [1] Group 2: Top Gainers - C Moer-U topped the list with a net inflow of 1.701 billion [1] - Tianfu Communication, Sanhua Intelligent Control, and Industrial Fulian followed with net inflows of 1.197 billion, 829 million, and 803 million respectively [1] Group 3: Top Losers - Zhongji Xuchuang, Dongshan Precision, and Beijing Junzheng experienced the highest net outflows, with amounts of 1.225 billion, 956 million, and 443 million respectively [1]

C摩尔-U本周获融资净买入居首，净买入额为17.01亿元。天孚通信、三花智控、工业富联净买入额居 前，金额分别为11.97亿元、8.29亿元、8.03亿元；中际旭创、东山精密、北京君正遭净卖出额居前，金 额分别为12.25亿元、9.56亿元、4.43亿元。 每经AI快讯，Wind统计显示，本周共有1758只个股获融资净买入，781只个股融资净买入额超千万元， 86只个股融资净买入额超亿元，2只个股融资净买入额超十亿元。 （文章来源：每日经济新闻） ...

Core Insights - Recently, Fuli Cloud Computing (Tianjin) Co., Ltd. increased its registered capital from 800 million RMB to 2.8 billion RMB, marking a 250% increase [1] Company Overview - Fuli Cloud Computing was established in September 2020 and is legally represented by Xu Tianping [1] - The company's business scope includes import and export of goods, manufacturing of computer hardware and software, wholesale and retail of computer hardware and software and auxiliary equipment, sales and manufacturing of cloud computing equipment, and internet data services [1] Ownership Structure - Fuli Cloud Computing is wholly owned by Fuli Precision Electronics (Tianjin) Co., Ltd., which is a wholly-owned subsidiary of Industrial Fulian (601138) [1]

Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 174.2 billion, with significant activity in specific stocks and sectors, indicating a dynamic market environment. Trading Volume - The total trading amount for the Shanghai Stock Connect was 78.99 billion, while the Shenzhen Stock Connect totaled 95.21 billion [2]. Top Stocks by Trading Volume - The top stocks by trading volume in the Shanghai Stock Connect included: - Industrial Fulian: 1.747 billion - Zijin Mining: 1.453 billion - Zhaoyi Innovation: 1.292 billion - In the Shenzhen Stock Connect, the top stocks were: - Zhongji Xuchuang: 3.522 billion - Ningde Times: 1.820 billion - Xinyi Technology: 1.792 billion [3]. Sector Performance - The mechanical equipment sector saw the highest net inflow of funds, amounting to 3.262 billion, while the electronic sector experienced the largest net outflow, totaling -5.309 billion [5][6]. ETF Trading - The semiconductor equipment ETF (159516) saw a remarkable increase in trading volume, with a growth of 182% compared to the previous trading day, making it the top performer in terms of volume growth [11]. Futures Positioning - In the futures market, all four major contracts (IH, IF, IC, IM) saw a reduction in positions, with the IM contract experiencing a greater reduction in short positions [12]. Institutional Activity - Institutional investors were active, with notable purchases including: - Heertai: 330 million from three institutions - Chuling Information: 113 million from three institutions, while facing sales from two institutions totaling 30.93 million [14][15]. Retail Investor Activity - Retail investors showed reduced activity, with significant purchases in stocks like Aerospace Development, which received 88.64 million from a prominent retail investor seat [17].

在中国内地和香港市场上市的苹果概念股的股价走势强劲。从2024年底到2025年12月2日的 股价涨幅来看，具有讽刺意味的是苹果股价仅上涨14%，低于中国的苹果概念股。这是因为 中国相关企业的盈利模式改变…… 在中国内地和香港市场上市的苹果概念股的股价走势强劲。原因不仅在于中国大陆的新 款"iPhone17"的热卖，还因为从业绩受苹果动向影响的商业模式转变为在苹果陷入苦战的人 工智能（AI）领域也能盈利的体制。对于被纳入全球供应链的企业来说，中美展开激烈竞争的 AI投资也成为东风。 按季度计算的净利润首次突破100亿元大关，台湾鸿海精密工业旗下的富士康工业互联网 （FII、工业富联）10月29日公布的2025年7～9月财报表现强劲。营业收入达2431亿元，同 比增长42%，净利润达103亿元，同比增长62%。股价在次日30日刷新了上市以来的最高点 （83.880元）。 2018年在上海上市的工业富联从事iPhone的代工，是众所周知的苹果概念股。但是，拉动此 次强劲业绩的是AI相关业务。 业绩强劲的原因之一是，不仅是面向美国的hyperscaler（超大规模云服务商），面向使用英 伟达阉割版和中国厂商的GPU等 ...

Core Insights - On December 4th, significant net outflows of capital were observed in the stock market, with the top ten stocks experiencing net outflows exceeding 300 million yuan each [1] - The stock with the highest net outflow was Daoming Optics, which saw an outflow of 847 million yuan [1] Industry Summary - The liquor industry, particularly represented by Kweichow Moutai, experienced a net outflow of 1.475 billion yuan [1] - The small metals sector, including Northern Rare Earth, faced a net outflow of 1.041 billion yuan [1] - The marine equipment sector also saw substantial outflows, totaling 928 million yuan [1]