环比来看，"电脑终端产品类别"和"消费智能产品类别"月增表现强劲，"元件及其他产品类别"显著增长，"云端网路产品类别"则与上月持平。 英伟达关键合作伙伴鸿海精密7月营收增幅放缓，标志着即便人工智能热潮带来强劲东风，但美国关税引发的不确定性正开始影响电子产品需求。 8月5日，鸿海公布7月销售额6138.7亿元新台币，同比增长7.25%，至新台币6138亿元（约合205亿美元）。这一增速是自1月以来的最低水平，也 低于分析师对该公司第三季度营收增长12.2%的普遍预期。环比增长13.63%。 2025年前7个月，累计营收4.05万亿元新台币，同比增长17.62%。公司表示，预计第三季度营收将实现环比和同比增长。今年晚些时候，来自人工 智能基础设施和消费电子领域的强劲需求，可能为公司业绩提供关键支撑。 | 營業收入(新台幣百萬元) | 2025 年 | 月增(減) | 2024 年 | 年增(減) | | --- | --- | --- | --- | --- | | 01 月 | 538,666 | (17.74%) | 522,141 | 3.16% | | 02 月 | 551,383 | 2.36% | 3 ...

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.68% to 24,902.53 points, the Hang Seng Tech Index up by 0.73%, and the State-Owned Enterprises Index rising by 0.65% [2] Biopharmaceutical Sector - The biopharmaceutical sector showed strong performance, with Junshi Biosciences rising over 33% following a report from CCTV on July 31, stating that the National Healthcare Security Administration supports the clinical application and pricing of new technologies like brain-computer interfaces [4] - Junshi Biosciences' stock price reached 32.180, reflecting a 33.75% increase [5] Steel Industry - The steel sector saw significant gains, with Maanshan Iron & Steel Co. rising over 15%. Despite challenges such as supply-demand imbalances, the industry is expected to maintain stable demand due to supportive policies and ongoing infrastructure investments [4] - Maanshan Iron & Steel Co.'s stock price was reported at 2.530, marking a 15.53% increase [6] Apple-Related Stocks - Apple-related stocks experienced an uptick, with BYD Electronics rising over 7%. Apple's third-quarter revenue growth was reported at 9.6%, reaching $94 billion, which is the fastest growth in nearly three years, exceeding Wall Street expectations [6] - BYD Electronics' stock price was noted at 35.420, with a 7.73% increase [7] Automotive Sector - The automotive sector faced a pullback, with NIO's stock declining over 6%. Recent sales data revealed that Leap Motor achieved over 50,000 monthly sales, while NIO delivered only 21,000 vehicles, placing it near the bottom of the sales rankings [8] - NIO's stock price was recorded at 35.700, reflecting a decrease of 6.54% [8]

Market Overview - The three major indices in Hong Kong collectively rose, with the Hang Seng Index increasing by 0.68% to 24,902.53 points, the Hang Seng Tech Index rising by 0.73%, and the State-Owned Enterprises Index up by 0.65% [3]. Biopharmaceutical Sector - Biopharmaceutical stocks showed strong performance, with Junshi Biosciences surging over 33% [2][4]. The National Healthcare Security Administration announced support for new technologies like brain-computer interfaces to enter clinical use and be charged, establishing a pricing mechanism for newly listed drugs [2]. Steel Industry - The steel sector saw significant gains, with Maanshan Iron & Steel Co. rising over 15% [5][6]. Despite challenges such as supply-demand imbalances, the industry is expected to maintain stable demand due to ongoing "stability growth" policies, real estate stabilization, and increased infrastructure investment [5]. Apple-Related Stocks - Apple-related stocks experienced an uptick, with BYD Electronics rising over 7% [7][8]. Apple's third fiscal quarter revenue growth was reported at 9.6%, the fastest in nearly three years, reaching $94 billion, exceeding analysts' expectations [7]. Automotive Sector - The automotive sector faced a pullback, with NIO declining over 6% [9][10]. New energy vehicle sales showed a shift, with Leap Motor achieving over 50,000 monthly sales for the first time, while NIO delivered only 21,000 vehicles [9].

格隆汇8月5日丨领益智造(002600.SZ)于投资者互动平台表示，公司正研究和尝试MIM技术在人形机器 人应用。公司的MIM产品已大规模量产在手机、AI眼镜及XR可穿戴等各类终端领域。 ...

领益智造在互动平台表示，公司正研究和尝试MIM技术在人形机器人应用。公司的MIM产品已大规模 量产在手机、AI眼镜及XR可穿戴等各类终端领域。 ...

Core Viewpoint - The company is progressing as planned in Thailand, with an expansion of production capacity to 100,000 square meters per month by the end of the year, focusing on AI power supplies and automotive electronic products [1] Group 1: Company Developments - The company has successfully overcome technical barriers in the DC-DC product area, achieving small batch shipments of 30L products [1] - Research and testing on high thermal conductivity materials have been conducted, leading to the introduction of a special buried copper process [1] - The advancements in technology have enabled the company to achieve mass production of high-end DC-DC power modules [1]

（文章来源：每日经济新闻） 每经AI快讯，8月5日，港股苹果概念股走高，比亚迪电子(00285.HK)涨超8%，伟仕佳杰(00856.HK)涨 5.8%，瑞声科技(02018.HK)涨2.6%，富智康(02038.HK)涨1.6%。 ...

8月5日，近期热门股工业富联再次大象起舞，午后涨幅超过7%，市值超过7000亿元。 股票暴涨背后，回购+业绩+AI三重利好叠加。此前工业富联发布重要公告，截至2025年7月31日，公司通过上交所交易系统以集中竞价方式累计回购公司股 份约770万股，回购价格区间为18.4元/股至19.84元/股，使用资金总额约1.47亿元。 业绩方面，工业富联预计上半年归母净利润119.58亿至121.58亿元，同比增长36.84%至39.12%；扣非净利润115.97亿至117.97亿元，同比增长35.91%至 38.25%。其中第二季度归母净利润67.27亿至69.27亿元，同比增幅达47.72%至52.11%；扣非净利润66.94亿至68.94亿元，同比增长57.10%至61.80%。 具体来看，其云计算业务整体收入同比增长超50%，AI服务器收入增长超60%，云服务商服务器收入增长超1.5倍；800G交换机营收达2024年全年的3倍。作 为英伟达GB200机柜核心供应商，工业富联在AI服务器市场份额约40%，深度绑定微软、Meta等云巨头，二季度出货量显著提升。 来源：金融界 近期，工业富联持续上攻，本轮行情股价自13 ...

格隆汇8月5日丨一博科技(301366.SZ)在互动平台表示，公司主营业务是PCB设计服务和研发样品及中小 批量的PCB、PCBA制造服务，考虑到大批量生产（如消费电子）所需投入的生产要素成本，以及市场 竞争的"内卷"程度，公司暂无考虑承接大规模消费类产品的批量生产的计划，公司会选择性的承接一些 有技术门槛、有一定利润空间的如通讯、网络设备、服务器、人工智能、工控、航空航天、汽车等领域 的中等及中大批量产品的PCB、PCBA制造服务。 ...

Core Viewpoint - The trend of mid-year dividend distribution among listed companies in China is increasing, with many companies announcing their first mid-year dividends, reflecting a growing awareness of returning value to investors [1][2][6] Group 1: Mid-Year Dividend Announcements - Numerous companies have announced mid-year dividend plans, with several making their first distributions, such as Ningde Times proposing a cash dividend of 10.07 yuan per 10 shares, totaling 4.573 billion yuan [1] - In the Shenzhen market, 14 companies have announced mid-year dividends, with 8 of them being first-time distributors, including Haida Group and AVIC Chengfei, with cash dividends ranging from 1.20 yuan to 6.23 yuan per 10 shares [2] - Wison Information and WuXi AppTec also joined the trend, with Wison proposing a cash dividend of 1.22 billion yuan, representing 40% of its net profit [2] Group 2: Future Dividend Plans - Companies are increasingly releasing long-term dividend plans, such as Yonghui Supermarket's three-year plan prioritizing cash dividends and allowing for mid-year distributions [4] - Jingyan Technology also announced a three-year plan, committing to maintain a minimum of 15% cash distribution of its distributable profits annually [4][5] Group 3: Regulatory Influence - The China Securities Regulatory Commission has been promoting more frequent dividend distributions, encouraging companies to adopt innovative models like pre-dividends and multiple distributions per year [6] - Data shows a significant increase in mid-year dividends in 2024, with approximately 504 companies distributing a total of 580 billion yuan, marking a substantial rise compared to previous years [6]