工业富联提及，公司与多家全球领先客户深度合作，共同开发新一代AI服务器、液冷机柜等关键技术， 并提供定制化解决方案。产品已广泛应用于高性能AI数据中心，为全球AI算力基础设施提供强有力支 撑。目前，公司正协同客户推进下一代产品的设计研发，在产业链覆盖广度与交付能力方面继续保持行业 领先地位。 工业富联在财报中指出，公司核心业务强势增长，实现订单规模与价值量同步跃升。云计算业务方面，工 业富联产品结构持续优化，AI服务器在云计算业务中的占比稳步扩大。第二季度公司整体服务器营收增 长超50%，云服务商服务器营收同比增长超150%，AI服务器营收同比增长超60%。GB200系列产品实现量 产爬坡，良率持续改善，出货量逐季攀升。目前，公司正协同客户推进下一代产品的设计研发，在产业链 覆盖广度与交付能力方面继续保持行业领先地位。 每经记者｜蔡鼎 每经编辑｜张海妮 工业富联（601138.SH，股价36.59元，市值7266.58亿元）8月10日晚间披露半年报。受益于AI（人工智 能）相关业务的强势增长，公司2025年上半年实现营收3607.6亿元，同比增长35.58%，归母净利润为 121.13亿元，同比增长38.61 ...

| 时间 地区 | | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 8月11日 周一 | | | | | | 数据 | 国内 | 中国 7月M0货币供应同比 | | 12% | | | | 中国 7月M1货币供应同比 | | 4.6% | | | | 中国 7月M2货币供应同比 | | 8.3% | | | | 中国 1至7月社会融资规模增量(亿人民币) | | 228300 | | | | 中国 1至7月新增人民币贷款(亿人民币) | | 129200 | | 事件 | 海外 | 特朗普称美国半导体和药品关税将在"本周左右" 出台 | | | | 财报 | 国内 | 工业富联 | | | | 8月12日 周二 | | | | | | 数据 | 海外 | 12:30 澳大利亚 政策利率 | 3.6% | 3.85% | | | | 20:30 美国 7月CPI同比 | 2.8% | 2.7% | | 事件 | 海外 | 欧佩克公布月度原油市场报告（月报具体公布时间 | | | | | | 待定,一般于北京时间18-21点左右公布） | | | | 财报 | ...

受益于AI相关业务的强势增长，工业富联上半年营收、利润同比增超30%，且均创历史新高。但经营性 现金流净额同比下滑70.76%。 8月10日周日，工业富联发布半年度业绩，具体来看： 上半年营收3607.6亿元，同比增长35.58%。 | 归属于上市公司股东的净利润 | 12,113,357 | 8,739,098 | 38.61 | | --- | --- | --- | --- | | 归属于上市公司股东的扣除非经 常性损益的净利润 | 11,667,840 | 8,533,233 | 36.73 | | 经营活动产生的现金流量净额 | 1,407,028 | 4,811,444 | -70.76 | | 加权平均净资产收益率(%) | 7.64 | 6.02 | 增加1.62个百分点 | | 基本每股收益(元/股) | 0.61 | 0.44 | 38.64 | | 稀释每股收益(元/股) | 0.61 | 0.44 | 38.64 | 工业富联2025年上半年营业收入达到3607.6亿元，同比大幅增长35.58%，这一增幅在当前制造业整体承 压的环境下显得格外突出。同时，归属于上市公司股东的净利润为12 ...

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, driven by growth in the AI server market and an increase in market share among major clients [1] Financial Performance - The company achieved operating revenue of 360.76 billion yuan, representing a year-on-year growth of 35.58% [1] - The net profit attributable to the parent company was 12.113 billion yuan, marking a year-on-year increase of 38.61% [1] - Basic earnings per share reached 0.61 yuan, reflecting a growth of 38.64% compared to the previous year [1]

(本文来自第一财经) 工业富联发布公告，上半年营业收入约3607.6亿元，同比增长35.58%；归属于上市公司股东净利润约 121.13亿元，同比增长38.61%。 ...

Group 1 - The core viewpoint of the articles highlights the rapid growth of Industrial Fulian's AI business, which has driven record-high performance in Q2 and the first half of 2025, with revenue reaching 360.76 billion yuan, a year-on-year increase of 35.6%, and net profit of 12.11 billion yuan, up 38.6% [1] - In Q2 alone, the company achieved revenue exceeding 200 billion yuan for the first time, totaling 200.34 billion yuan, with a year-on-year growth of 35.9%, and net profit of 6.88 billion yuan, reflecting a significant increase of 51.1% [1] - The global tech industry is undergoing rapid restructuring due to the AI wave, leading to a simultaneous increase in order scale and value for Industrial Fulian's core business [1] Group 2 - In the cloud computing sector, major global cloud service providers continue to expand capital expenditures on AI infrastructure, resulting in over 50% growth in overall server revenue for Industrial Fulian in Q2, with AI server revenue increasing by over 60% year-on-year [1] - The GB200 series products have entered mass production with improving yield rates and increasing shipment volumes, while the company collaborates with clients on next-generation product design and development [1] - The company has seen a structural recovery in terminal demand driven by high-end smartphone upgrades, with a 17% year-on-year increase in the shipment volume of precision components [3] Group 3 - Industrial Fulian has returned value to shareholders by distributing a cash dividend of 6.4 yuan per 10 shares, totaling 12.7 billion yuan, marking a historical high for the company [3] - The total dividend amount has exceeded 100 billion yuan for three consecutive years, with the total dividend since listing reaching 56.54 billion yuan [3] - The company has also repurchased shares using its own funds to enhance earnings per share and shareholder returns [3]

新浪科技讯 8月10日下午消息，工业富联发布2025年半年度报告，受益于AI相关业务强势增长，实现营收3607.6亿元，同比增长35.6%，归母净利润121.1亿元，同比增长38.6%，均创同期 工业富联在财报中指出，公司核心业务强势增长，实现订单规模与价值量同步跃升。云计算业务方面，工业富联产品结构持续优化，AI服务器在云计算业务中的占比稳步扩大。第二季度公司整体 通信及移动网络设备方面，2025上半年全球数据中心网络架构持续向更高带宽、更低延迟演进，以积极响应AI大模型训练与推理对网络性能的急剧增长。尤其是在AI加速器集群部署方面，高速 责任编辑：王珂 ...

Core Viewpoint - Industrial Fulian reported significant growth in revenue and net profit for the first half of the year, driven by advancements in AI technology and strategic collaborations with leading tech companies [1] Financial Performance - The company achieved operating revenue of 360.76 billion yuan, representing a year-on-year increase of 35.58% [1] - Net profit reached 12.113 billion yuan, with a year-on-year growth of 38.61% [1] - Basic earnings per share were 0.61 yuan, reflecting a 38.64% increase compared to the previous year [1] Industry Trends - The global technology industry is undergoing rapid restructuring due to the wave of the intelligent revolution, particularly driven by breakthroughs in large models and generative AI [1] - It is anticipated that the combined capital expenditure of the four major cloud service providers in North America will see significant growth by 2025, with a notable increase in investment in AI cloud infrastructure [1] Strategic Initiatives - The company is enhancing its supply chain resilience and deepening strategic collaborations with top tech firms in North America and Asia-Pacific [1] - The core business of the company is demonstrating strong growth momentum in profitability, with both order scale and value experiencing significant increases [1]

北京商报讯（记者 马换换 王蔓蕾）8月10日，工业富联（601138）发布2025年半年度报告显示，公司上 半年实现归属净利润约121.13亿元，同比增长38.61%。 二级市场方面，截至8月8日收盘，工业富联股价报36.59元/股，总市值7267亿元。 据了解，工业富联深耕云计算、通信网络及移动网络设备、工业互联网等核心领域。 中报显示，2025年上半年，工业富联实现营业收入约为3607.6亿元，同比增长35.58%；对应实现归属净 利润约为121.13亿元，同比增长38.61%。对于营业收入变动原因，工业富联表示，主要系AI服务器市场 持续增长，公司在主要客户的市场份额不断提升带动营业收入上升。 ...

Group 1 - The implementation of high tariffs by the US on India, reaching a total of 50%, poses a significant threat to India's manufacturing ambitions, particularly its "Make in India" initiative [1][4][12] - Major Indian companies in the apparel sector are relocating production to countries like Bangladesh, Vietnam, and Ethiopia due to the adverse effects of US tariffs [1][2] - The European Union's 15% tariffs have already led to a notable decline in exports, indicating that India's manufacturing sector may face even more severe challenges under the 50% tariff regime [2][4] Group 2 - The Indian government is experiencing a loss of foreign investment confidence, with many foreign companies facing high tax penalties and regulatory challenges, leading to a perception of India as an "investment graveyard" [6][10] - The withdrawal of Chinese engineers from Indian manufacturing facilities is exacerbating the operational difficulties faced by the sector, prompting the Indian government to reconsider its investment policies towards China [10][12] - Despite attempts to attract Chinese capital and technology, the longstanding trust issues between Chinese firms and the Indian government hinder potential investments, complicating India's efforts to revitalize its manufacturing industry [10][12][14]