FII(SH:601138) Ge Long Hui·2025-11-14 10:49Core Viewpoint - Industrial Fulian (601138.SH) has clarified that there are no adjustments to order forecasts despite market rumors, and current project progress and delivery schedules are normal [1] Group 1: Order and Project Progress - The company has not released any statements regarding rumors of order or outlook downgrades, and the progress of existing customer projects is on track [1] - Key projects are advancing smoothly, with production lines, testing, and delivery capabilities operating as planned [1] Group 2: New Product Development - The company is making significant progress with new products, with multiple collaborative developments underway [1] - New products feature upgrades in computing density, power efficiency, and system reliability, particularly in power supply architecture, heat dissipation efficiency, and integration strength [1] - These new products are expected to become a core growth engine for the company's high-end AI server deliveries in the future [1] Group 3: Business Strategy and Outlook - The company emphasizes the importance of not overinterpreting market rumors and aims to continue expanding diverse collaborations with clients [1] - The focus is on achieving steady deliveries and improving profit quality, with a goal of better performance each quarter [1]