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 dividend plan since its listing in 2018, distributing a cash dividend of 33 yuan per hand, 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 a 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][10]. AI-Driven Growth - The growth in 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][8]. - In the second quarter of 2025, 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% [3][8]. Dividend History and Strategy - Since its listing, Industrial Fulian has distributed a total cash dividend of 56.54 billion yuan across seven occasions, maintaining a leading position in the A-share electronic industry for dividend payouts [4][5]. - The introduction of the semi-annual dividend plan is part of the company's strategy to share its development achievements with shareholders and respond to recent regulatory encouragement for increased cash dividends [5][10]. Market Position and Future Outlook - Industrial Fulian's stock price has seen significant growth, with a notable increase from a low of 13.94 yuan per share in early April 2025 to a historical high of 74.72 yuan per share by September 23, 2025 [10]. - The company has established itself as a leader in the AI infrastructure sector, providing a full supply chain service from GPU modules to data centers, which positions it well for future growth despite challenges such as rapid technological iteration and increasing market competition [8][11].