公司核心业务盈利能力彰显强劲增长动能，订单规模与价值量同步跃升。云计算业务方面，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。 通信及移动网络设备方面，受惠客户某些特定机种的热销，精密机构件业务上半年出货量同比增长 17%。展望下半年，智能型手机市场高阶化趋势将持续 GenAl 与折叠装置将为产业带来新增长动能。交 换机业务方面，上半年 800G 高速交换机营收较 2024 全年增长近三倍。公司通过深化合作与优化产品 结构，巩固了在核心客户群体的市场份额，进一步夯实了公司在全球高性能计算及 AI 基础设施领域的 竞争力。同时，公司通过持续扩大全球产能布局版图，深度整合产业链资源，有效强化了公司产能交付 的优势。 格隆汇8月10日丨工业富联(601138.SH)披露2025 年半年度报告，2025年上半年，公司实现营业收入 3,607.60 亿元，同比增长 35.58%；实现归属于母公司所有者的净利润121.13 亿 ...

（文章来源：每日经济新闻） 工业富联8月10日晚间发布公告称，公司第三届第二十五次董事会会议于2025年8月8日在深圳市富士康 龙华园区会议室以现场结合通讯方式召开。会议审议了《富士康工业互联网股份有限公司2025年半年度 报告》等文件。 ...

风险提示及免责条款 工业富联上半年营收3,607.6亿元，同比增长35.58%；归属于上市公司股东的净利润121.1亿元，同比增 长38.61%。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

人民财讯8月9日电，长盈精密（300115）8月9日在互动平台表示，公司今年人形机器人零组件产品增长 较大，目前暂无应用于机器狗的产品。另外，今年公司智能眼镜有多个项目正在研发过程中，预计占今 年整体营收比重较小。 ...

天眼查App显示，近日，东莞全昇电子有限公司成立，注册资本100万人民币，经营范围为一般项目： 变压器、整流器和电感器制造；电力电子元器件制造；电子元器件制造；电力电子元器件销售；电子产 品销售；机械零件、零部件销售；橡胶制品销售；塑料制品销售；电子元器件批发；五金产品批发；配 电开关控制设备销售；电气信号设备装置销售；通信设备销售；机械电气设备销售；机械电气设备制 造；机械设备研发；机械零件、零部件加工；橡胶制品制造；塑料制品制造；五金产品制造；配电开关 控制设备制造；货物进出口；技术进出口；销售代理；采购代理服务；进出口代理；商务代理代办服 务；招投标代理服务；国内贸易代理；科技中介服务；贸易经纪。（除依法须经批准的项目外，凭营业 执照依法自主开展经营活动）。 ...

Group 1 - The Shanghai Waigaoqiao Shipbuilding Company delivered its 600th vessel, a 9000-car capacity auto transport ship, achieving an average delivery rate of 27 vessels per year, totaling 1.02 million deadweight tons since 2003 [2] - Beijing's humanoid robot industry accounts for approximately one-third of the national market, with a nearly 40% revenue growth in the first half of the year, leading the country in the number of specialized small giant enterprises [2] - Lyten announced plans to acquire the remaining assets of the bankrupt battery company Northvolt, including all intellectual property, and aims to restart operations at Northvolt's facilities in Sweden and Germany [2] - SoftBank is acquiring Foxconn's electric vehicle factory in Ohio to advance its "Star Gate" AI project, which has faced financial planning challenges [2]

Core Viewpoint - Lixun Precision Industrial Co., Ltd. has successfully passed several key resolutions at its shareholders' meeting, including the issuance of H shares and plans for listing on the Hong Kong Stock Exchange, indicating a strategic move towards international expansion and capital raising [1][2][3]. Meeting Attendance - A total of 3,552 shareholders and proxies attended the meeting, representing 4,020,672,661 shares, which is 55.44% of the total shares [1]. - Among them, 15 shareholders attended in person, representing 2,751,333,829 shares, or 37.99% of the total shares [1]. Voting Results Approval of H Share Issuance - The proposal for the issuance of H shares was approved with 4,017,753,153 votes in favor, accounting for 99.93% of the valid votes [1][2]. - Minority shareholders also showed strong support, with 1,286,215,517 votes in favor, representing 99.77% of the minority shareholder votes [2]. Details of H Share Issuance - The types and par value of the shares were approved with 4,017,689,253 votes in favor, or 99.93% [2][3]. - The timing for issuance and listing was also approved with 4,017,685,453 votes in favor, representing 99.93% [3]. Other Resolutions - The method of issuance received 4,017,683,353 votes in favor, or 99.93% [4]. - The scale of issuance was approved with 4,017,666,053 votes in favor, accounting for 99.93% [5]. - The pricing method was supported with 4,017,653,253 votes in favor, representing 99.92% [6]. - The issuance targets were approved with 4,017,620,753 votes in favor, or 99.92% [6]. - The principles of sale received 4,017,667,553 votes in favor, accounting for 99.93% [6]. - The listing location was approved with 4,017,655,753 votes in favor, representing 99.93% [6]. - The underwriting method was supported with 4,017,618,633 votes in favor, accounting for 99.92% [6]. Additional Proposals - The proposal to convert to an overseas fundraising company was approved with 4,017,652,853 votes in favor, or 99.92% [6]. - The fundraising usage plan was supported with 4,017,672,053 votes in favor, representing 99.93% [6]. - Authorization for the board to handle the issuance and listing matters received 4,017,656,933 votes in favor, accounting for 99.93% [6]. Governance and Compliance - The company approved the establishment of internal governance rules and the appointment of auditing institutions for the H share issuance, with overwhelming support from shareholders [11][12].

（文章来源：证券日报） 证券日报网讯 8月8日晚间，福日电子发布公告称，公司第八届监事会第十次会议审议通过了《公司 2025年半年度募集资金存放与使用情况的专项报告》等多项议案。 ...

Group 1 - Greentown China (03900.HK) expects a decline of approximately 90% in the interim profit attributable to shareholders for the first half of 2025 compared to RMB 2.045 billion in the same period of 2024 [1] - The decline is primarily due to uneven delivery schedules in 2025, resulting in a year-on-year decrease in recognized area and revenue for the first half of the year [1] - The company continues to actively promote inventory reduction and will recognize related asset impairment losses for the interim period of 2025, further impacting shareholder profit [1] Group 2 - The group has optimized its debt structure, reducing short-term liabilities to below 20%, achieving a historical low [1] - Cash reserves are robust, with a cash-to-short-term debt ratio exceeding 2.5 times, marking a historical high, indicating overall operational safety and stability [1]

毛利率改善—毛利率由去年同期的1.51%上升至本期间的3.64%。有此改善，乃主要由于集团结束无盈 利或低利润的业务，并在客户及产品组合方面实施策略性调整，将重心转向高附加价值产品。同时，集 团持续优化产能利用率、提升效率、优先将资金用于支援未来业务发展，同时着力严格管控开支及削减 成本。我们亦于重组业务、精简间接人员及厂区整合方面取得进展，特别是应对中国业务持续收缩的情 况。 三大业务发展—于智能制造领域，集团积极优化客户组合，配合策略目标审慎拓展客户。在车载电子方 面，集团的4G车载通信控制单元(TCU)达成重要里程碑，向一家全球汽车制造商出货超过一百万套，并 获多个国际汽车品牌应用。在生产线设备╱机器人业务方面，集团的智能回收机器人持续获北美市场青 睐。此外，集团与客户紧密合作，从零开始共同开发全自动化生产线，有效应对劳工短缺的问题，进一 步提升营运效率。 智通财经APP讯，富智康集团(02038)发布截至2025年6月30日止6个月中期业绩公告，该集团取得营业收 入20.61亿美元，同比增加8.75%;公司拥有人期间溢利616.5万美元，去年同期亏损3157.8万美元;每股基 本盈利0.8美仙。 公告 ...