每经记者｜王佳飞 每经编辑｜魏官红 按照惯例，每年9月苹果会发布新款iPhone，每年年中便是iPhone新机的关键备货期，对代工巨头富士康科技集团（以下简称富士康）来说尤其如此。 8月20日，《每日经济新闻》记者实地探访富士康郑州经开区厂区，结合多个招工中介提供的信息来看：此次用工季在7月初启动时，初始时薪曾达30元，如 今因大规模用工接近收尾，时薪回落至26.5元，但可以叠加500元满月补助，今年待遇整体超往年。 值得一提的是，一名自称是富士康员工的人士表示："从我这里了解到的信息是，今年iPhone的初始订单没有减少。" 时薪从30元峰值降至26.5元 在富士康郑州经开区招募中心，记者看到，虽然没有大规模排队的情形，但仍有求职者拖着行李箱陆续前来，街边停满了共享自行车。 上文提到的自称是富士康员工的人士介绍，6月15日至今，自己已经为富士康经开区厂区招了800余人，他说："小时工大概每天工作10小时，每月7000多 元，干满3个月大概能挣2万多元。"据其透露，富士康工资每月分两次发放，7号发上个月基础部分的工资，15号发剩余金额。 该人士介绍，经开区厂区是中加工环节，港区厂区是后加工环节，前后衔接来做苹 ...

8月20日盘中，歌尔股份股价最高触及29.48元/股，市值重回千亿大关。今日收盘，该股报29元/股，涨幅为2.84%，换手率5.39%，市场活跃度较高。 公告显示，为推动Micro-LED相关技术和产品的成熟，支持歌尔股份AI智能眼镜和AR增强现实业务的未来发展，公司控股子公司 Goertek (Hong Kong) Co.， Limited（以下简称"香港歌尔泰克"）拟以自有资金向 Haylo Labs Limited（以下简称"Haylo"）提供不超过1亿美元的附股权收益权的有息借款，借款期限五 年。 据公告，Haylo将用上述借款收购 Plessey Semiconductors Limited（以下简称"Plessey"）的100%股权并对Plessey增资，用于 Plessey 购买 Micro-LED 相关固定 资产及补充营运资金。Plessey 及其相关子公司对前述借款本息的偿还提供担保。 事实上，歌尔股份自8月11日起股价就一路上涨。今日收盘价29元/股较11日的收盘价23.99元/股已经涨20.88%。 消息面上，歌尔股份日前发布一则关于子公司对外投资涉及财务资助的公告，释放出布局AR赛道的 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 又是一年电子信息产业用工旺季，郑州富士康求职的人群再次排起长队。 据介绍，目前郑州富士康郑州综保园区用工需求主要集中在产品组装、质检等基础岗位，提供长期、短 期灵活工作模式，基础岗位员工综合月收入约5000元~7000元。 据顶端新闻报道，8月18日上午，在郑州航空港雍州路与始祖路交叉口东北角的富士康郑州综保园区招 募中心外，前来求职的人群已经排起了数百米的长队。这样的用工旺季，从7月份第四周延续至10月 份，招募中心每天都要接待数千名求职人员。 另外，有报道称，苹果iPhone 17已进入大规模量产阶段。富士康作为苹果iPhone的主要代工生产商，其 郑州厂区正开展旺季招工。 8月20日，A股苹果概念走强，截至发稿，科森科技、朝阳科技、安洁科技等多股涨停，蓝思科技涨超 6%。 | | 名称 | 涨幅量 | | --- | --- | --- | | 1 | 斯迪克 | +12.58% | | 2 | 卓兆点胶 | +12.45% | | 3 | 科森科技 | +10.03% | | 1 | 创新新材 | +10.02% | | 5 | ...

上 市 公 司 电子 2025 年 08 月 20 日 工业富联 (601138) ——乘风 AI 浪潮，竞争优势提升 报告原因：首次覆盖 买入（首次评级） | 市场数据： | 2025 年 08 月 19 日 | | --- | --- | | 收盘价（元） | 48.91 | | 一年内最高/最低（元） | 48.91/14.58 | | 市净率 | 6.4 | | 股息率%（分红/股价） | 1.31 | | 流通 A 股市值（百万元） | 971,264 | | 上证指数/深证成指 | 3,727.29/11,821.63 | 证券分析师 杨海晏 A0230518070003 yanghy@swsresearch.com 袁航 A0230521100002 yuanhang@swsresearch.com 李天奇 A0230522080001 litq@swsresearch.com 联系人 李天奇 (8621)23297818× litq@swsresearch.com 投资要点： 注："股息率"以最近一年已公布分红计算 | 基础数据: | 2025 年 06 月 30 日 | | --- | -- ...

转自：中国证券报·中证网 中证报中证网讯（王珞）8月19日，中京电子（002579）发布2025年半年度报告，上半年实现营业收入 约16.18亿元，同比增长21.29%；实现归属于上市公司股东的净利润约1828.57万元，实现扭亏为盈；基 本每股收益0.0299元，去年同期为-0.12元。 公司业绩增长主要受益于人工智能、汽车电子化及高端消费电子市场需求修复的推动。珠海新工厂高端 产能逐步释放，产品结构向高阶HDI板、高多层板（HLC）等高端PCB产品升级，运营效率持续优化。 同时，公司积极拓展AI服务器、AI眼镜等新兴领域客户，并加速由ODM模式向终端直供转化，带动境 外销售收入同比增长45.75%。研发方面，上半年累计投入8488.29万元，同比增长14.77%，重点开发 800G光模块、6G高频高速等24项技术，为产品升级奠定基础。 ...

工业富联成交额达100亿元，现跌超2%。 ...

Market Performance - The market continues to show weakness, with the Shanghai Composite Index down 0.06%, the Shenzhen Component down 0.66%, and the ChiNext Index down 1.71% at midday [1] - Over 3,400 stocks declined across both markets, with a total trading volume of 1.51 trillion yuan [1] Sector Performance - High-position stocks experienced significant declines, including multiple stocks hitting the daily limit down, such as Huasheng Tiancheng [3] - The fourth-generation semiconductor sector is undergoing adjustments, with Hengzhou Development hitting the limit down and Dongwei Semiconductor down 3.69% [3] - Data center power supply, Huawei Ascend, software development, and CRO sectors saw notable declines [3] - Consumer stocks, particularly in the liquor sector, rebounded, with Jiugui Liquor achieving two consecutive limit up [3] - Non-ferrous metal concept stocks showed strong fluctuations, with Luoping Zinc Electric hitting the limit up [3] - AI glasses concept stocks were active, with Kosen Technology achieving four consecutive limit up [3] - Sectors such as tourism, 3D cameras, and dairy products showed significant gains [3] Policy and Economic Developments - The State Council's ninth plenary session emphasized the need to continuously stimulate consumer potential and systematically remove restrictive measures in the consumption sector [3] - The Ministry of Finance plans to issue 12.5 billion yuan in government bonds in Hong Kong in August [3] - The Shanghai Municipal Economic and Information Commission, along with two other departments, released an implementation plan to accelerate the development of "AI + manufacturing" [3]

Key Points - The report highlights a selection of stocks for August, including companies like SF Holding, Satellite Chemical, and others, indicating a focus on potential investment opportunities in various sectors [1] - The macroeconomic analysis points to weaker-than-expected economic data for July, with industrial output and retail sales growth falling short of consensus expectations, suggesting increased pressure for stable growth in the second half of the year [2][6][8] - Satellite Chemical reported a revenue of 23.46 billion yuan for the first half of 2025, a year-on-year increase of 20.93%, and a net profit of 2.744 billion yuan, up 33.44% year-on-year, showcasing strong operational resilience and profitability [16][17] - Guizhou Moutai's revenue for the first half of 2025 reached 89.4 billion yuan, a 9.1% increase year-on-year, with a net profit of 45.4 billion yuan, reflecting a stable operational pace amid industry pressures [21][22] - Pengding Holdings achieved a revenue of 16.375 billion yuan in the first half of 2025, a 24.75% increase year-on-year, with a net profit growth of 57.22%, indicating strong performance driven by product structure optimization and increased AI investment [26][27] Macroeconomic Analysis - July's industrial output grew by 5.7% year-on-year, with manufacturing and high-tech industries showing resilience despite external pressures [6][8] - The fixed asset investment growth rate for January to July was 1.6%, with private investment declining by 1.5%, indicating challenges in the investment landscape [7] - The report emphasizes the importance of stimulating domestic demand through various policies, including consumption loan subsidies and infrastructure investments [9][15] Industry Performance - The basic chemical industry, particularly Satellite Chemical, is noted for its integrated advantages in the light hydrocarbon industry chain, which is expected to drive future growth [16][18] - The food and beverage sector, represented by Guizhou Moutai, is adjusting its operational pace to maintain stability amid market pressures, focusing on high-quality growth [21][22] - The electronics sector, particularly Pengding Holdings, is capitalizing on the AI market's growth, with significant investments planned to enhance production capacity and product offerings [26][28]

| | | | 未經審核 | | | | --- | --- | --- | --- | --- | --- | | | | | 截至以下日期止三個月 | | | | | 2025年 | 2024年 | | 2025年 | | | | 6月30日 | 6月30日 | 同比變動 | 3月31日 | 環比變動 | | | | | (人民幣百萬元,除非另有說明) | | | | 收入 | 115.956.1 | 88.887.8 | 30.5% | 111,293.3 | 4.2% | | 毛利 | 26.101.0 | 18.394.2 | 41.9% | 25.405.9 | 2.7% | | 經營利酒 | 13.436.7 | 5.888.7 | 128.2% | 13.125.4 | 2.4% | | 除所得税前利潤 | 14.402.8 | 6.679.4 | 115.6% | 13.168.0 | 9.4% | | 期間利潤 | 11.873.2 | 5.069.7 | 134.2% | 10.892.7 | 9.0% | | 非國際財務報告準則計量: | | | | | | | 經調整淨利潤 | 10 ...

Company News - Fuyao Glass reported a net profit of 4.805 billion yuan for the first half of the year, representing a year-on-year increase of 37.33%. The company plans to distribute a cash dividend of 9 yuan per 10 shares [10] - Xian Da Co. achieved a revenue of 1.423 billion yuan in the first half of the year, up 11.82% year-on-year, with a net profit of 136 million yuan, a significant increase of 2561.58% [10] - Dazhu CNC reported a revenue of 2.382 billion yuan, a year-on-year increase of 52.26%, and a net profit of 263 million yuan, up 83.82% [10] - Pop Mart achieved a revenue of 13.88 billion yuan, a year-on-year increase of 204.4%, with an adjusted net profit of 4.71 billion yuan, up 362.8% [10] - Xiaomi Group reported a total revenue of 116 billion yuan in the second quarter, marking a year-on-year increase of 30.5%, with an adjusted net profit of 10.8 billion yuan, a historical high, up 75.4% [10] Industry News - The Ministry of Finance reported that from January to July, the stamp duty on securities transactions reached 93.6 billion yuan, a year-on-year increase of 62.5% [7] - The People's Bank of China announced an additional 100 billion yuan in re-lending for agricultural and small enterprises to support disaster-affected areas [7] - The A-share margin trading balance reached 2.1023 trillion yuan, marking a new high since June 29, 2015 [9] - The Shanghai Municipal Economic and Information Commission released a plan to accelerate the development of "AI + manufacturing," promoting deep integration of AI technology with the manufacturing industry [8] - The Guangdong provincial government announced policies to promote high-quality development in the commercial aerospace sector from 2025 to 2028 [8]