FII(SH:601138) Zhong Guo Ji Jin Bao·2025-10-20 15:01Core Viewpoint - Industrial Fulian plans to distribute a cash dividend of 3.3 yuan (including tax) for every 10 shares to all shareholders, totaling 6.551 billion yuan, which accounts for 54.08% of the net profit attributable to shareholders for the first half of 2025 [2][3]. Financial Performance - For the first half of 2025, Industrial Fulian reported revenue of 360.76 billion yuan, a year-on-year increase of 35.58% - The net profit attributable to shareholders reached 12.113 billion yuan, up 38.61% year-on-year - The net profit excluding non-recurring items was 11.668 billion yuan, reflecting a growth of 36.73% year-on-year [3][5]. Dividend Policy - This marks the first interim dividend distribution since Industrial Fulian's listing in 2018, highlighting a shift towards regular shareholder returns - The company has maintained a high annual dividend payout since its IPO, with total dividends exceeding 56.5 billion yuan, and has distributed over 10 billion yuan annually for three consecutive years from 2022 to 2024 [2][4]. Market Position and Growth Drivers - The strong performance is attributed to the company's strategic focus on AI business, which has entered a "harvest period" and is now a core growth driver - AI server revenue saw significant growth, with a year-on-year increase of over 60% in the second quarter of 2025, driven by demand from global cloud service providers and tech companies [3][4]. Stock Performance - Industrial Fulian's stock price has more than doubled this year, closing at 62.06 yuan per share on October 20, with a total market capitalization of 1,232.4 billion yuan [5].