一则传闻致盘中跌停，工业富联紧急辟谣

Core Viewpoint - Recent rumors regarding Industrial Fulian's order outlook led to a significant drop in its stock price, prompting the company to issue a clarification stating that its fourth-quarter operations are proceeding as planned and that there has been no adjustment to profit targets [1][3]. Financial Performance - For the first three quarters of 2025, Industrial Fulian reported revenue of 603.93 billion yuan, a year-on-year increase of 38.4%, and a net profit attributable to shareholders of 22.49 billion yuan, up 48.52% [4]. - In the third quarter alone, the company achieved revenue of 243.17 billion yuan, reflecting a 42.81% year-on-year growth, with a net profit of 10.37 billion yuan, marking a 62.04% increase [4]. Business Operations - The company confirmed that its overall operations for the fourth quarter, including the shipment of products like GB200 and GB300, are on track, with strong customer demand and normal production and delivery processes [3]. - Industrial Fulian emphasized that it has not issued any statements regarding order or outlook downgrades and that its key projects are progressing smoothly [3]. - The company is also advancing the development of next-generation products, which are expected to enhance its high-end AI server offerings, focusing on improvements in power supply architecture, heat dissipation efficiency, and integration strength [3][4]. Market Position - Industrial Fulian is recognized as a leading provider of high-end intelligent manufacturing and technology service integration solutions, specializing in the design, research, development, manufacturing, and sales of communication and mobile network equipment, cloud computing, industrial internet, and robotics [4].