万亿龙头加入中期分红阵营 工业富联拟派发65亿元股息

Core Viewpoint - Industrial Fulian has announced its first-ever interim dividend plan since its listing in 2018, distributing a cash dividend of 33 yuan per share, totaling approximately 6.551 billion yuan, which represents 54.08% of the company's net profit for the first half of 2025 [2][3] Financial Performance - In the first half of 2025, Industrial Fulian achieved revenue of 360.76 billion yuan, a year-on-year increase of 35.58%, and a net profit attributable to shareholders of 12.11 billion yuan, up 38.60% year-on-year [2][3] - The company has cumulatively distributed over 56.54 billion yuan in cash dividends since its listing, maintaining a leading position in the A-share electronics industry for dividend payouts [3] AI Business Growth - The growth in Industrial Fulian's performance is significantly driven by the global AI development, with its four main business segments benefiting from this trend: precision components, high-speed network equipment, cloud computing, and industrial internet [2][5] - The AI server business has seen explosive growth, with overall server revenue increasing by over 50% in Q2 2025, and revenue from cloud service provider servers rising by approximately 150% year-on-year [5][6] Market Position and Strategy - Industrial Fulian has established a leading position in AI computing infrastructure, covering the entire AI industry chain, including GPU modules, circuit boards, and backend AI server design [7] - The company has built eight internal and empowered nine external world-class "lighthouse factories," contributing to the high-quality transformation of China's manufacturing industry [11] Stock Performance - As of October 22, 2025, Industrial Fulian's total market capitalization reached 1.3 trillion yuan, placing it among the top ten listed companies in A-shares [9][10] - The stock price has seen significant growth, rising from a low of 13.94 yuan per share in early April to a historical high of 74.72 yuan per share on September 23 [11]