工业富联豪派65亿分红，1手派33元

Core Viewpoint - Industrial Fulian has announced its first semi-annual cash dividend plan since its listing in 2018, distributing 33 yuan per hand (100 shares) to shareholders, totaling approximately 6.551 billion yuan, which represents 54.08% of the company's net profit for the first half of 2025 [1][5] 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 [1][5] - The company's total market capitalization reached 1.3 trillion yuan as of October 22, 2025 [1][12] Dividend History - Since its listing, Industrial Fulian has distributed over 56.54 billion yuan in cash dividends, maintaining its position as the top dividend payer in the A-share electronic industry [5] - The company has completed seven cash dividend distributions, with the amount exceeding 10 billion yuan for three consecutive years [5] AI-Driven Growth - The growth in Industrial Fulian's performance is primarily driven by the global development of AI, with significant contributions from its four main business segments: precision components, high-speed network equipment, cloud computing, and industrial internet [3][9] - In the second quarter of 2025, the overall server revenue grew by over 50%, with cloud service provider server revenue increasing by approximately 150% and AI server revenue rising by about 60% year-on-year [3][9] Market Position and Strategy - Industrial Fulian has established a leading position in AI computing infrastructure, covering the entire AI industry chain, including GPU modules, substrates, and backend AI server design and system integration [10] - 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 [13] ESG and Future Outlook - Industrial Fulian's ESG rating was upgraded from A to AA by MSCI, making it one of the few companies in the A-share electronic industry to achieve this rating [13] - The AI server market is expected to continue growing, although challenges such as accelerated technological iteration and increased market competition remain [13]