Core Insights - Industrial Fulian (601138.SH) reported a significant increase in revenue and net profit for Q3 2025, with revenue reaching 243.17 billion yuan, a year-on-year growth of 42.81%, and net profit attributable to shareholders at 10.37 billion yuan, up 62.04% [1] - For the first three quarters of 2025, the company achieved a total revenue of 603.93 billion yuan, reflecting a year-on-year increase of 38.40%, and a net profit of 22.49 billion yuan, which is a 48.52% increase compared to the previous year [1] - The growth in performance is primarily driven by the expanding AI server market, large-scale delivery of AI cabinet products for ultra-large data centers, and strong demand from cloud service providers, which has accelerated the growth of the cloud computing business, particularly in high-growth products like AI servers and switches [1]
工业富联:Q3净利103.73亿元,同比增62.04%