格隆汇9月9日丨环旭电子(601231.SH)公布，公司2025年8月合并营业收入为人民币55.57亿元，较去年同 期的合并营业收入增加5.20%，较2025年7月合并营业收入环比增加13.16%。公司2025年1月至8月合并 营业收入为人民币376.82亿元，较去年同期的合并营业收入减少0.98%。 ...

人民财讯9月9日电，环旭电子（601231）9月9日晚间公布8月营业收入简报，8月合并营业收入为55.57 亿元，较去年同期的合并营业收入增加5.2%，较2025年7月合并营业收入环比增加13.16%。1月至8月合 并营业收入为376.82亿元，较去年同期的合并营业收入减少0.98%。 ...

| 证券代码：601231 | 证券简称：环旭电子 公告编号：2025-081 | | --- | --- | | 转债代码：113045 | 转债简称：环旭转债 | 环旭电子股份有限公司 2025 年 8 月营业收入简报 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。 环旭电子股份有限公司（以下简称"公司"）2025 年 8 月合并营业收入为人 民币 5,557,410,578.10 元，较去年同期的合并营业收入增加 5.20%，较 2025 年 7 月合并营业收入环比增加 13.16%。 公司 2025 年 1 月至 8 月合并营业收入为人民币 37,682,235,860.64 元，较去年 同期的合并营业收入减少 0.98%。 环旭电子股份有限公司董事会 2025 年 9 月 10 日 1 特别提示：本简报所载财务数据为初步核算数据，未经会计师事务所审计， 最终数据以公司定期报告为准，请投资者注意投资风险。 ...

环旭电子(601231.SH)公告称，2025年8月合并营业收入为55.57亿元，较去年同期增加5.20%，较7月环 比增加13.16%。2025年1月至8月合并营业收入为376.82亿元，较去年同期减少0.98%。 ...

格隆汇9月9日｜环旭电子(601231.SH)公告称，2025年8月合并营业收入为55.57亿元，较去年同期增加 5.20%，较7月环比增加13.16%。2025年1月至8月合并营业收入为376.82亿元，较去年同期减少0.98%。 ...

环旭电子（601231）(601231.SH)发布公告，公司2025年8月合并营业收入为人民币55.57亿元，较去年同 期的合并营业收入增加5.20%，较2025年7月合并营业收入环比增加13.16%。 ...

智通财经APP讯，环旭电子(601231.SH)发布公告，公司2025年8月合并营业收入为人民币55.57亿元，较 去年同期的合并营业收入增加5.20%，较2025年7月合并营业收入环比增加13.16%。 ...

Summary of USI (601231.SS) Conference Call Company Overview - **Company**: USI (601231.SS) - **Industry**: Electronics Manufacturing Services (EMS) - **Market Position**: Leading market share in System-in-Package (SiP) module manufacturing with over 30 production sites globally, serving various sectors including communications, consumer electronics, industrial, cloud & storage, automotive electronics, and medical [3][4] Key Points from the Conference Call AI Accelerator Growth - **Revenue Growth**: Management anticipates strong growth in AI accelerator revenues, projecting a 23% year-over-year increase in server-related revenues for 2025 and over 20% in 2026 [7][8] - **Production Capacity**: Current production capacity for AI accelerator cards is 60,000 units per month, expected to increase to 90,000 units by the fourth quarter of 2025 [7][8] Product Expansion - **New Opportunities**: USI is exploring new business avenues in AI server-related products, including motherboard SMT, power distribution boards (PDB), and power distribution units (PDU) for high voltage direct current (HVDC) AI servers [1][8] - **Optical Transceivers**: The company plans to introduce 1.6T optical transceivers for data centers, with expectations to accelerate development in this area [8] SiP Applications - **Growing Applications**: SiP technology is expanding into new applications, particularly in AI glasses, with management noting increased orders for integrated modules [8] - **Future Revenue Driver**: SiP for AI glasses is expected to become a significant revenue driver for USI in 2026 [8] Industry Insights - **Demand for ASIC AI Servers**: Positive expectations from USI regarding AI accelerator cards align with anticipated demand growth for ASIC AI servers, with a projected increase in ASIC shipment contributions to 38% in 2025 and 40% in 2026 [2] - **Key Players**: Notable companies expected to benefit from this trend include Wiwynn, Wistron, Hon Hai, and others involved in silicon photonics and liquid cooling technologies [2] Additional Considerations - **Market Dynamics**: The shift towards AI technologies is driving demand for advanced server solutions, indicating a robust growth trajectory for companies involved in this sector [2][8] - **Strategic Partnerships**: USI is collaborating with its parent company ASE to promote solutions in the HVDC vertical power supply segment, enhancing its market position [8] This summary encapsulates the critical insights from the conference call, highlighting USI's strategic initiatives, growth projections, and the broader industry context.

Group 1 - The company has approved a share repurchase plan with a total amount not less than RMB 150 million and not exceeding RMB 300 million, with a repurchase period from April 25, 2025, to April 24, 2026 [1] - The maximum repurchase price was adjusted from RMB 20.00 per share to RMB 19.77 per share due to the implementation of the 2024 annual equity distribution [1] - The company has repurchased a total of 1,138,950 shares, accounting for approximately 0.05% of the total share capital, with a total payment of RMB 18,338,151.00 [2] Group 2 - The company repurchased 279,450 shares from September 1 to September 4, 2025, at a maximum price of RMB 19.13 per share and a minimum price of RMB 17.63 per share, totaling RMB 5,096,849.00 [2] - The company will continue to make repurchase decisions based on market conditions and will fulfill information disclosure obligations in a timely manner [2]

证券代码：601231 证券简称：环旭电子 公告编号：2025-080 转债代码：113045 转债简称：环旭转债 环旭电子股份有限公司 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： 回购方案首次披露日 2025/4/26 回购方案实施期限 2025 年 4 月 25 日~2026 年 4 月 24 日 预计回购金额 1.5亿元~3亿元 □减少注册资本 √用于员工持股计划或股权激励 回购用途 □用于转换公司可转债 □为维护公司价值及股东权益 累计已回购股数 1,138,950股 累计已回购股数占总股本比例 0.05% 累计已回购金额 18,338,151.00元 实际回购价格区间 13.96元/股~19.18元/股 一、 回购股份的基本情况 环旭电子股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开了第六 届董事会战略与可持续发展委员会第六次会议、第六届董事会第十八次会议、第 六届监事会第十三次会议，审议通过了《关于 2025 年以集中竞价交易方式回购股 份方案的议案》，同意公司使用自有资 ...