【导读】光模块、 PCB 概念股拉升走高，四会富仕走出 20cm 涨停，工业富联盘中涨停 中国基金报记者 晨曦 大家好！来一起关注最新的市场行情和资讯～ 9 月 11 日， A 股三大指数开盘涨跌不一。开盘后市场短线跳水，随后拉升回暖。截至发 稿， A 股主要指数集体飘红，深证成指涨超 1% ，创业板指涨 1.7% 。 | 3819.69 | 12683.34 | 2953.41 | | --- | --- | --- | | 上证指数 +0.20% | 深证成指 +1.00% | 创业板指 +1.69% | 盘面上，上午医药生物板块大幅下跌，传媒、纺织服饰、美容护理、社服等板块不振；农业 股盘初走高，光模块、电路板等概念股集体拉升。 | | | Wind热门概念指数 | | | --- | --- | --- | --- | | 覆铜板 4.49% | 电路板 4.50% | 光模块(CPO) 5.82% | 鸡产业 3.07% | | 射频及天线 3.27% | 生物育种 2.02% | 光芯片 3.81% | 服务器 2.95% | | 猪产业 | 玻璃纤维 | 抗生素 | 生物科技等权 | | --- ...

平安证券表示，2025年上半年，受益于AI云到端的全面技术选代，电子行业产业链实现稳健成长。随 着智能算力由云端下沉到终端，AI手机、AIPC、AI汽车、AI机器人、AI家电等智能体，正在赋子传统 电子行业新的生命。 消费电子ETF（159732）跟踪国证消费电子指数，主要投资于业务涉及消费电子产业的50家A股上市公 司，行业主要分布于电子制造、光学光电子等市场关注度较高的主流板块。其场外联接基金为，A类： 018300；C类：018301。 （文章来源：每日经济新闻） 9月11日早盘，A股三大指数集体上涨，上证指数盘中上涨0.17%，电子元器件、通信设备、电脑硬件等 板块涨幅靠前，餐饮旅游、摩托车跌幅居前。消费电子继续走强，截至10点24分，消费电子ETF （159732）上涨2.05%，其成分股鹏鼎控股上涨7.25%，东山精密上涨7.13%，兆易创新上涨4.95%，胜 宏科技上涨4.28%，三环集团上涨4.01%。 数据显示，25H1电子行业营收/利润均实现快速增长，行业处于景气上行通道同比+34%。25Q2电子行 业实现管收9914亿元，同比+20.25%，环比+14.89%；实现营业利润537亿元，同 ...

Group 1 - Industrial Fulian (601138.SH) reached a new historical high with a price of 59.03 yuan, achieving a market capitalization exceeding 1.1 trillion yuan, and ranking 10th in A-shares, surpassing China Life (601628) [1] - The stock has increased by 180% year-to-date [1] Group 2 - Apple held its fall product launch event on September 10, introducing AirPods Pro, three models of Apple Watch, and the new iPhone 17 series [3] - Apple CEO Tim Cook stated that the iPhone 17 Pro models represent a new pinnacle for the Pro series, indicating a significant leap for the iPhone [3] - Industry insiders noted that the iPhone 17 has entered mass production, with Foxconn, the main manufacturer for Apple's iPhones, actively recruiting in its Zhengzhou factory for the peak season [3]

中金此前指，随着AI大模型等技术的迅猛发展，全球算力需求呈爆发式增长，直接推动高性能服务器 市场快速扩张，带动上游PCB及CCL基板市场需求迅速提高。开源证券认为，下半年公司覆铜板价格已 率先调涨，PCB需求强劲或支撑价格刚性，下半年业绩表现有望受益；2026年高端CCL及物料产能布局 提速，AI期权有望步入兑现期，驱动估值中枢上移，实际报表贡献或在2027年集中释放。 消息面上，甲骨文日前发布了自2025年6月1日开始的FY26Q1财报，剩余履约义务等财务指标高速增 长。此外，英伟达发布新一代Rubin CPX芯片系统，强化了AI编码和视频处理能力。西南证券认为，在 生成式AI模型快速发展，应用加速落地的背景下，AI算力基础设施持续迭代，并获得有望加速建设。 建滔积层板(01888)涨超6%，截至发稿，涨6.33%，报12.1港元，成交额1.71亿港元。 ...

每经AI快讯，9月11日，工业富联盘中涨停，为连续2个交易日涨停，总市值逼近1.2万亿元。 （文章来源：每日经济新闻） ...

Core Insights - Nanjing Hongmo Supply Chain Co., Ltd. has been established with a registered capital of 1 million RMB, indicating a focus on supply chain management and various technology-related services [1] Company Overview - The company is engaged in a wide range of activities including supply chain management services, blockchain technology software and services, and manufacturing of various electronic and mechanical components [1] - The registered capital of the company is 1 million RMB, which reflects its initial investment capacity [1] Business Scope - The operational scope includes but is not limited to: - Supply chain management services - Blockchain technology-related software and services - Manufacturing of metal processing machinery, integrated circuits, and power electronic components - Production of automotive parts and general components [1] - Additional services include software development, IoT device sales, information system integration, and technology consulting [1] - The company also engages in the sale of various consumer electronics, household appliances, and industrial control systems [1]

Core Viewpoint - Industrial Fulian's stock surged to its limit due to the launch of Apple's new iPhone models, particularly the iPhone Air, which is touted as the "thinnest iPhone ever" [2][5][6] Stock Performance - On September 10, Industrial Fulian opened at 51.60 CNY per share, reaching a high of 5.76% before hitting the limit up at 9:48 AM, and closing at 53.67 CNY with a total trading volume of 183.1 billion CNY [3][4] - The company's market capitalization increased by 969.17 billion CNY, surpassing 1 trillion CNY again [4] Partnership with Apple - Industrial Fulian has a long-standing and stable partnership with Apple, being a key player in the production of iPhones and AI servers [5][6] - The company has been expanding its workforce to meet the production demands for the iPhone 17 series, indicating a strong operational capacity [5] Research and Development Investment - Industrial Fulian has consistently invested over 10 billion CNY annually in R&D from 2020 to 2024, with specific figures of 100.38 billion CNY, 108.35 billion CNY, 115.88 billion CNY, 108.11 billion CNY, and 106.31 billion CNY [7][8] - In the first half of 2025, R&D investment reached 50.95 billion CNY, reflecting a year-on-year increase of 4.49% [8] Financial Performance - In the first half of 2025, Industrial Fulian reported a revenue of 360.76 billion CNY and a net profit of 121.13 billion CNY, marking a year-on-year growth of 35.58% and 38.61% respectively [9] - The company's AI server revenue in the cloud computing sector is steadily increasing, with overall server revenue growing over 50% and AI server revenue increasing by over 60% in the second quarter [9]

Group 1: Financial Performance - The company achieved a revenue of 806.1 billion yuan in 1H25, representing a year-on-year increase of 2.6% [1] - The net profit attributable to the parent company was 17.3 billion yuan, up 14.0% year-on-year [1] - The gross margin was 6.88%, an increase of 0.03 percentage points year-on-year, while the net margin was 2.15%, up 0.24 percentage points year-on-year [1] - In 2Q25, the company reported a revenue of 437.3 billion yuan, a year-on-year increase of 3.9% and a quarter-on-quarter increase of 18.6% [1] - The net profit for 2Q25 was 11.1 billion yuan, reflecting a year-on-year increase of 22.1% and a quarter-on-quarter increase of 78.1% [1] Group 2: Industry Trends - The production of new energy vehicles in China reached 6.968 million units in 1H25, a year-on-year increase of 41.4% [2] - New energy vehicle exports surged to 1.06 million units in 1H25, marking a year-on-year growth of 75.2% [2] - The global AI data center market is projected to exceed 236.4 billion USD by 2025, with a year-on-year growth of 41% [3] - The liquid cooling technology market is expected to grow by 88% to 4.9 billion USD by 2025, becoming a mainstream cooling solution for green data centers [3] Group 3: Product Development - The company’s new energy vehicle business generated revenue of 12.45 billion yuan in 1H25, a year-on-year increase of 60.5% [2] - The average value per vehicle exceeded 5,000 yuan due to product structure upgrades [2] - The company has developed intelligent logistics robots that have been widely applied in manufacturing scenarios, enhancing warehousing and distribution efficiency [3] - The consumption electronics business achieved revenue of 60.947 billion yuan in 1H25, with component revenue around 13.752 billion yuan and assembly revenue approximately 47.195 billion yuan [3]

9月9日，2025年深圳市宝安区投融资大会在九围国际总部综合服务中心落幕。不同于传统投融资盛会的 单一资金对接场景，区公共物业管理局特设的产业空间服务宣传点，成为现场备受企业青睐的"热门阵 地"——多家企业主动驻足咨询，在寻求资金支持的同时，意外收获了产业空间匹配的"惊喜解决方 案"。 "原本是为解决企业扩产的资金难题而来，没想到还能一站式敲定新业务的承载空间！"深圳市洪盛电子 有限公司总经理张西刚感慨道，据他介绍，在投融资大会交流区，工作人员引导其试用"宝安AI智选空 间"平台后，仅通过简单的AI语音指令，便快速匹配到多套符合企业新增业务需求的产业空间；更让他 暖心的是，平台工作人员主动添加联络方式，表示将全程跟踪选址进度，直至企业完成入驻。"从'找 钱'到'找空间'，宝安区政府真正有效解决我们企业发展所需，这让我们对扎根宝安、做大做强更加充满 信心。" 作为宝安服务企业的创新载体，"宝安AI智选空间"平台大刷"存在感"。这是宝安区政府打造的首个AI赋 能产业空间综合服务平台，背后依托着全区约2600个产业园区、近1亿平方米的庞大空间资源库 ——从 工业厂房、研发用房，到商办空间、仓储物流设施，再到企业员工 ...

Core Viewpoint - The article discusses the production ramp-up of the iPhone 17 series at Foxconn's Zhengzhou facility, highlighting the increased demand for temporary workers and the rising wages associated with this demand. Group 1: iPhone 17 Launch - Apple officially launched four models of the iPhone 17 series, including iPhone 17, iPhone Air, iPhone 17 Pro, and iPhone 17 Pro Max, with a starting price of 5999 yuan in China [2]. Group 2: Production and Labor Demand - Foxconn's Zhengzhou facility is currently in the production ramp-up phase for the iPhone 17 series, leading to a continuous increase in labor demand as production scales up [4]. - The hiring rate at Foxconn this year is reportedly higher than last year, with peak recruitment periods seeing thousands of new workers daily [5][7]. - Temporary workers, particularly "返费工" (rebate workers), are a significant part of the workforce, often earning over 20,000 yuan within three months due to additional rebate payments [7]. Group 3: Wage Trends - The wage for temporary workers has seen significant fluctuations, with rates rising from 4800 yuan at the end of June to a peak of 9800 yuan in August, before stabilizing around 9000 yuan in early September [7]. - The facility employs nearly 200,000 workers under a two-shift system, with the potential to reach 400,000 during peak production times [7]. Group 4: Future Production Outlook - The intensity of overtime work at the factory has increased sharply since August, indicating a busier production schedule compared to the previous year [8]. - The future production pace will depend on market conditions following the new product launch [8].