工业富联A股市值超比亚迪

Core Viewpoint - Industrial Fulian's stock price has surged over 132% since the beginning of the year, reflecting strong growth in the AI server market and significant revenue increases [3][5]. Company Performance - As of August 29, 2025, Industrial Fulian's stock price reached 50.77 yuan per share, with a market capitalization of 1.01 trillion yuan, ranking 13th among A-share companies [3]. - For the first half of 2025, Industrial Fulian reported revenue of 360.76 billion yuan, a year-on-year increase of 35.58%, and a net profit of 12.11 billion yuan, up 38.61%, both achieving historical highs for the period [5][6]. - The company's overall server revenue grew by over 50% in Q2 2025, with AI server revenue increasing by over 60% year-on-year [6]. Market Trends - The demand for AI servers is expected to continue growing, with the global market value projected to reach 298 billion dollars in 2025, accounting for over 70% of the total server market [6]. - Major cloud service providers are expected to maintain an expanding trend in capital expenditure for AI infrastructure [6]. Competitive Position - Industrial Fulian has established strong partnerships with major AI chip manufacturers like NVIDIA, contributing significantly to the production of AI servers [6]. - According to Morgan Stanley, Industrial Fulian is projected to supply 28% of NVIDIA's HGX/DGX servers in 2024, positioning it as a key player in the AI server market [6].