工业富联预计上半年 净利润同比增长近四成

Core Viewpoint - Industrial Fulian (601138) expects significant profit growth in the first half of the year, driven by the surge in AI-related business, with net profit forecasted between 11.958 billion to 12.158 billion yuan, representing a year-on-year increase of 36.84% to 39.12% [1] Group 1: Financial Performance - The company anticipates a net profit of 6.727 billion to 6.927 billion yuan for the second quarter, reflecting a year-on-year increase of 47.72% to 52.11%, marking a historical high for the period [1] - The cloud computing segment experienced over 50% revenue growth year-on-year in the second quarter [1] Group 2: Business Segments - AI server revenue grew over 60% year-on-year, while revenue from cloud service provider servers increased by more than 150% compared to the same period last year [1] - The 800G switch revenue reached three times the total for the entire year of 2024, driven by rising AI demand [2] Group 3: Strategic Focus - The company is focusing on the integration of smart manufacturing and AI, enhancing R&D investment in core products to ensure steady growth in its communication and mobile network equipment business [2] - Industrial Fulian maintains a leading market share in core products for major clients, with significant growth in shipments of advanced AI computing GPU modules and related products [1] Group 4: Shareholder Returns - The company plans to distribute a total of 12.71 billion yuan to shareholders as part of its 2024 dividend plan, continuing a trend of over 10 billion yuan in dividends for three consecutive years, with total dividends since listing reaching 56.55 billion yuan [2]