Group 1 - The company is exploring new opportunities in the cooling products sector, particularly in GPU, CPU, optical modules, and servers [2] - The company has successfully shipped cooling modules in bulk to international clients such as AMD and has developed a comprehensive range of cooling solutions including CDU, liquid cooling modules, liquid cooling plates, air cooling modules, heat pipes, uniform heat plates, and graphite sheets [2] - The related business operations are progressing smoothly [2]

Core Viewpoint - TCL Technology is significantly increasing production capacity in India and expanding operations in Vietnam to enhance its service offerings in the IT product sector [1] Group 1 - The factory in India commenced mass production in 2022, with expectations for a substantial increase in output in 2023 [1] - A module factory is under construction in Vietnam, primarily aimed at servicing IT products, with mass production anticipated to start in September [1]

接受第一财经等媒体采访时，TCL科技高级副总裁、TCL华星首席执行官赵军表示，公司在印度的工厂 2022年量产，今年印度工厂的产出将有大幅度提升。越南模组厂正在建设，主要服务IT产品，预计9月 量产。 越南模组厂正在建设，主要服务IT产品。 ...

● 公司生产经营未发生重大变化，敬请广大投资者注意投资风险，理性投资。 一、股票交易异常波动的具体情况 公司股票于2025年7月29日、2025年7月30日、2025年7月31日连续3个交易日收盘价格涨幅偏离值累计超 过20%，根据《上海证券交易所交易规则》的相关规定，属于股票交易异常波动。 登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 富士康工业互联网股份有限公司（以下简称"公司"）股票于2025年7月29日、2025年7月30日、2025年 7月31日连续3个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。 ● 经过公司自查，并书面征询控股股东，截至本公告披露日，不存在应披露而未披露的重大信息。 经公司自查，公司不存在对公司股票交易价格产生重大影响的媒体报道或市场传闻。 （四）其他股价敏感信息 经公司核实，未发现公司董事、监事、高级管理人员、控股股东及其一致行动人、其他重要股东在公司 本次股票交易异常波动期间买卖公司股票的情况。 三、相关 ...

当前全球金融市场正处于一个关键的转折点，由贸易保护主义抬头所引发的结构性变革，正以前所未有 的速度重塑着经济格局。美国与亚洲经济体之间一系列贸易协议的签署，非但未能为市场带来期盼已久 的稳定，反而将"15%关税"这一概念推升为新的贸易常态，对全球企业的盈利能力和供应链的韧性构成 深远挑战。 这不仅仅是数字上的变化，更是对全球化进程的一次严峻考验，其影响正逐步渗透至股票、外汇、债券 乃至大宗商品等各个金融市场。 从宏观层面来看，这15%的"新零点"关税，意味着企业的运营成本将永久性上升，而利润空间则不可避 免地受到侵蚀。对于高度依赖出口的亚洲经济体而言，这无疑是雪上加霜。 中国制造业采购经理人指数（PMI）的疲软，已清晰地预示着未来出口将面临显著下行压力。尽管部分 企业为规避关税而采取了"抢跑"策略，使得短期数据可能呈现出一定的韧性，但这仅仅是昙花一现，真 正的疲软将在未来数月内显现。 这种外部需求的减弱，预计将首先体现在美国经济数据的走弱上，进而通过贸易渠道传导至全球，对亚 洲出口商构成直接冲击，最终影响全球经济增长前景。 在这样的背景下，各国央行，特别是日本央行（BOJ）和美联储（Fed），正陷入两难的政策 ...

证券日报网讯本川智能（300964）7月31日在互动平台回答投资者提问时表示，公司产品广泛应用于工 业机器人的伺服驱动器及可编码控制器、电子激光工具、多功能焊接设备、高低压成套设备等工业控制 领域。公司密切关注行业的技术发展和市场趋势，积极开发新领域、新应用及潜在优质客户。 ...

Core Viewpoint - Industrial Fulian (601138.SH) experienced a significant increase in stock price, closing at 34.61 yuan with a rise of 6.04% on July 31 [1]. Trading Activity - The stock has shown a cumulative price deviation of 20% over three consecutive trading days, attracting substantial institutional interest [1]. - The net buying amount by institutional seats over the three days reached 149,835.77 million yuan [1][2]. Institutional Participation - The top five buyers included two institutional special seats, indicating strong institutional support for the stock [1]. - The largest buying entity was the Shanghai Stock Connect special seat, accounting for 39.89% of the total transactions, with a buying amount of 167,474.92 million yuan [3]. - Other notable institutional buyers included two separate institutional special seats, with buying amounts of 104,523.06 million yuan and 45,312.71 million yuan respectively [3].

Core Insights - Industrial Fulian's stock price reached a record high on July 31, closing up 6.04% with a market capitalization of 687.3 billion yuan, reflecting a cumulative increase of over 60% since July [1] - On the same day, the company announced a cash dividend of 6.4 yuan per 10 shares, totaling 12.7 billion yuan, with a dividend yield close to 2%, indicating strong market confidence in its intrinsic value despite the large dividend payout [1] - The impressive market performance in July was driven by a strong earnings forecast, with expected net profit for Q2 between 6.727 billion yuan and 6.927 billion yuan, representing a year-on-year increase of 47.72% to 52.11% [1] Financial Performance - Historical analysis shows that Industrial Fulian's mid-year profits have shown significant growth, with projected net profits of 6.727 billion yuan in 2021, 6.872 billion yuan in 2022, 7.161 billion yuan in 2023, and 8.739 billion yuan in 2024, indicating a steady upward trend [2] - For the full year of 2024, the company expects total revenue of 609.135 billion yuan, a year-on-year growth of 27.88%, and a net profit of 23.216 billion yuan, reflecting a 10.34% increase [2] - The growth in 2024 is primarily driven by the cloud computing segment, which is projected to generate 319.377 billion yuan in revenue, a year-on-year increase of 64.37%, surpassing 50% of the company's total revenue for the first time [2] Business Segment Analysis - The cloud computing business is identified as the core profit driver, with estimated revenue exceeding 200 billion yuan in the first half of the year, including nearly 100 billion yuan from AI server sales [2] - In contrast, the telecommunications and mobile segment showed slower growth, with projected revenue of 287.899 billion yuan in 2024, reflecting only a 3.2% increase compared to the previous year [2]

格隆汇7月31日丨工业富联发布异动公告，公司股票于2025年7月29日、2025年7月30日、2025年7月31日 连续3个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。经公司自查，公司目前生 产经营活动正常，主要客户及主要产品均未发生重大变化，不存在应披露而未披露的重大信息。经公司 自查，并向公司控股股东书面征询核实：截至本公告披露日，公司、控股股东均不存在涉及公司应披露 而未披露的重大信息，包括但不限于重大资产重组、股份发行、重大交易类事项、业务重组、股份回 购、股权激励、破产重整、重大业务合作、引进战略投资者等重大事项。 ...

Group 1 - The core viewpoint of the article highlights that Lian Technology (300784.SZ) has a diverse product application across various sectors including consumer electronics, toys, daily necessities, automotive parts, and medical devices [1] - The company serves a clientele that includes well-known domestic and international enterprises as well as publicly listed companies, such as Logitech Group, Hikvision Group, Spin Master, and Preh Group [1]