工业富联，拟分红超120亿！去年营收首破6000亿

Core Insights - Industrial Fulian's 2024 revenue surpassed 600 billion yuan for the first time, reaching 609.13 billion yuan, a year-on-year increase of 27.88%, with net profit of 23.22 billion yuan, up 10.34% [1][2] - The company plans to distribute a cash dividend of 6.4 yuan per 10 shares, totaling 12.71 billion yuan, marking a record high dividend payout and a dividend rate of 54.74% [1][4] Financial Performance - Total revenue for 2024 was 609.13 billion yuan, compared to 476.34 billion yuan in 2023, reflecting a growth of 27.88% [2] - Net profit attributable to shareholders was 23.22 billion yuan, up from 21.04 billion yuan in 2023, a growth of 10.34% [2] - The net cash flow from operating activities was 23.82 billion yuan, down 44.71% from the previous year [2] - Total assets increased to 317.52 billion yuan, a 10.36% rise from 287.71 billion yuan in 2023 [2] Business Segments - The cloud computing segment generated revenue of 319.38 billion yuan, a year-on-year increase of 64.37%, accounting for over 50% of total revenue [3] - AI server revenue grew over 150%, becoming a core growth driver within the cloud computing business [3] - The telecommunications and mobile network equipment segment achieved stable growth with revenue of 287.90 billion yuan [3] Dividend and Shareholder Returns - The proposed cash dividend of 6.4 yuan per 10 shares represents a total of 12.71 billion yuan, the highest in the company's history [4] - Industrial Fulian has consistently increased its annual dividend total since its listing in 2018, with cumulative dividends reaching 56.55 billion yuan [4] - The company has also engaged in share buybacks, spending nearly 1.7 billion yuan over the past three years, with a new buyback plan of 500 million to 1 billion yuan announced [4] Research and Development - In 2024, the company invested 10.63 billion yuan in R&D, maintaining over 10 billion yuan in R&D expenses for five consecutive years [5] Q1 2025 Performance - For Q1 2025, revenue reached 160.42 billion yuan, a year-on-year increase of 35.16%, with net profit of 5.23 billion yuan, up 24.99% [6] - The cloud computing segment continued strong growth, with revenue from AI servers and general servers both increasing by over 50% [6]