#iphone生产旺季富士康日进千人##富士康工人3个月赚2万#【3个月薪资2万！苹果手机生产旺季，每天 上千人进入富士康】按照惯例，苹果会在9月的秋季发布会上推出最新款iPhone手机。记者了解到，近 期苹果手机生产进入了旺季。 郑州富工联招聘公众号今日发布消息称，郑州富士康进入旺季高峰期。港区A事业群返费工底薪为每月 2100元，再加上加班费，以及在职满90天发放的最高8000元返费、1300元津贴和补贴，预估做满3个月 工资在1.92万元~2.3万元之间。小时工最高时薪则为26元，叠加2元/小时补贴和另外800元补贴。"此高 价仅限周日到周三4天时间。"该公众号称。 A事业群即原来的iDPBG事业群，负责iPhone组装等业务。在深圳，记者今日走访龙观人才市场了解 到，深圳富士康iDPBG部门的小时工工价也达到26元/小时。该人才市场多名中介称，现在正是富士康 招聘高峰期，每天进富士康的人数预计有上千人。（第一财经，艾塔） ...

跨行业视角下的 AI 产业链：拆解玻纤铜箔树脂 PCB 的景 气阶梯 20250819 摘要 AI PCB 市场规模预计在 2026 年超过 100 亿美元，2027 年达到 130 亿美元以上，主要驱动力来自 ASIC 和交换机需求的爆发，以及英伟达 Rubin 系列产品的应用。 高速覆铜板方面，英伟达机柜及 ASIC 方案主要使用马 8 覆铜板，下一 代马 9 覆铜板将在 1.6T 交换机中量产，单张价值量增长 3 倍以上，生 益科技和南亚新材有望扩大市场份额。 深南电路、沪电股份在 ASIC 和交换机 PCB 市场份额较大，鹏鼎控股在 mSAP 技术实力方面突出，生益科技和南亚新材在高速覆铜板领域具有 优势，建滔积层板在普通覆铜板涨价弹性方面表现最佳。 普通覆铜板（FR4）价格在 3 月至 5 月上涨后，6 月因需求下降回落，8 月初二线企业发出涨价函，预计未来价格上涨持续性较乐观，因龙头企 业产能转向高速板及 AI PCB 需求增强。 电子布市场从传统玻纤布向石英布过渡，石英布应用于高频高速领域， 中一科技的二代石英电子布 DF 值已达 3%-5%，基本满足 M9 级别需求， 计划到 2030 年实现 ...

Summary of Conference Call Records Companies and Industries Involved - **Companies**:环旭电子 (Huanxu Electronics), 工业富联 (Industrial Fulian), 比亚迪电子 (BYD Electronics) - **Industries**: Electronics, AI, Automotive, Cooling Technology Key Points and Arguments Huanxu Electronics - Benefiting from integrated SoC eyewear solutions, with expected unit value reaching three-digit USD levels, driven by increased orders from Meta, presenting new investment opportunities [1] - Achieved breakthroughs in 1.6T optical modules, network cards, and power supply businesses, leveraging the packaging capabilities of its parent company, ASE Group, and the advantages of the Taiwanese supply chain [1][2] - The high-voltage power supply product line is projected to reach a market size of $4 billion by 2027, with a target to capture nearly half of the market share [2] Industrial Fulian - Recent strong stock performance attributed to outstanding Q2 financial results, with GB200 cabinets and products beginning to ship, validating its high barriers to entry and profitability [1][4] - The proliferation of liquid cooling technology and the delegation of procurement rights from NVIDIA have reduced overall costs for mainland manufacturers, enhancing profitability [1][4] - Increased shipment volumes and scale effects have made even minor profit improvements significantly impactful for the company [4] BYD Electronics - Continuously improving the structure of North American key customer components and assembly business through the acquisition of JEP and operational improvements, leading to reduced financial costs [1][5] - Major customers plan to launch foldable smartphones and smart home products in 2026, which will provide profit elasticity [5] - Expanding from smart cockpit to smart driving and thermal management in the automotive sector, enhancing competitiveness [3][5] - After obtaining certification from Hengwei in 2024, the company has become a qualified supplier in the power supply and liquid cooling sectors, with strong manufacturing capabilities expected to further expand market share [3][5] - The current valuation of Hong Kong stocks relative to A-shares still has discount space, but the development of AI product lines may change this situation [3][5] Other Important but Possibly Overlooked Content - The integration of AI-related components in Huanxu Electronics' product offerings, including SIP modules for WiFi and integrated solutions with SoC, is expected to significantly enhance product miniaturization and value [2] - The impact of supply chain dynamics on BYD Electronics' competitive advantage and potential valuation uplift if supply chains are relaxed in the future [3][5]

Core Viewpoint - The company has established a "1+2+N" development model, focusing on various R&D projects including AR glasses and AI glasses, currently in the development stage [2] Group 1: Development Model and R&D Projects - The company is developing an optical system for AR glasses using Micro-LED and waveguide technology [2] - R&D projects include precision structural components for AI glasses [2] Group 2: Client Recognition and Product Applications - The company's VR backlight display products have received high recognition from clients such as Meta, Pico, and Vajor, and have achieved mass production [2] - Precision structural components are being applied in smart automotive products like speakers and ambient lights, as well as in consumer products such as electronic cigarettes, action cameras, and computer casings [2]

格隆汇8月19日｜中京电子(002579.SZ)发布2025年半年度报告，公司实现营业收入16.18亿元，同比增长 21.29%；归属于上市公司股东的净利润为1828.57万元，同比扭亏。报告期内，受益于人工智能技术发 展带动的算力与通信需求增长，汽车电动化、智能化趋势持续深化，以及高端消费电子市场需求修复等 因素推动，行业整体呈现复苏态势。公司坚持"长期主义"及"中高端产品差异化路线"，通过市场拓展、 客户结构优化、产品结构升级、研发投入加大、精细化管理深化等举措，实现业绩持续改善。 ...

【#iPhone17已大规模量产#】8月19日，从产业链人士处独家获悉，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。（中证金牛座） ...

格隆汇8月19日丨光弘科技(300735.SZ)在互动平台表示，公司有为部分海外客户提供服务机器人的制造 服务。目前相关业务占营收的比例较低，我们会密切留意市场动态，寻求在相关领域的发展。 ...

Core Viewpoint - In the first half of 2025, OFILM Technology Co., Ltd. reported a net loss of 109 million yuan, marking a significant decline of 378.1% year-on-year, despite a 3.2% increase in revenue to 9.84 billion yuan [2] Group 1: Financial Performance - The company's operating income for the first half of 2025 was 9.84 billion yuan, up 3.2% year-on-year [2] - The net profit attributable to shareholders was a loss of 109 million yuan, a decline of 378.1% compared to the previous year [2] - The non-recurring net profit attributable to shareholders was a loss of 150 million yuan, worsening from a loss of 14.37 million yuan in the same period last year [2] Group 2: Business Segments - OFILM's main business segments include smartphone products, smart automotive products, and new fields such as smart locks, action cameras, and VR/AR [4] - Revenue from smartphone products was 7.437 billion yuan, accounting for 75.6% of total revenue, but the gross margin for this segment decreased by 1.5% to 9.67% [4] - The smart automotive business generated 1.262 billion yuan in revenue, representing 12.83% of total revenue, with an 18.19% year-on-year growth [4][5] - Revenue from new fields was 1.1 billion yuan, making up 11.23% of total revenue [5] Group 3: Challenges and Strategic Adjustments - The smart automotive segment, while a new growth driver, faced pressure on gross margins, which fell to 7.73% [5] - The subsidiary responsible for the smart automotive business, Anhui Che Lian, reported a net loss of 54.99 million yuan in 2024, marking two consecutive years of losses [5] - OFILM has been adjusting its fundraising purposes to invest in smart automotive and VR/AR optical lens businesses, but projects have faced delays and frequent use of raised funds for temporary liquidity [6] - As of mid-2025, OFILM's cash flow was under pressure, with monetary funds of 2.309 billion yuan insufficient to cover short-term borrowings totaling 6.368 billion yuan [6] Group 4: Management Changes - Following the financial losses, OFILM appointed Sun Shiquan as the new vice president, who has a strong auditing background and previously held senior positions at Ernst & Young [7]

Group 1 - Industrial Fulian (601138.SH) reached a new historical high with a closing price of 48.91 yuan, marking a limit-up on the trading day [1] - The company's market capitalization exceeded 970 billion yuan [1] - Year-to-date, the stock has increased by 131% [1]

Market Overview - On August 19, the total trading volume of the Shanghai and Shenzhen stock markets reached 2.59 trillion yuan, a decrease of approximately 175.94 billion yuan compared to the previous trading day [1] - The trading volume in the Shanghai market was 1.06 trillion yuan, while the Shenzhen market recorded 1.53 trillion yuan [1] Top Performing Stocks - Dongfang Caifu had the highest trading volume at 24.657 billion yuan [1] - Following Dongfang Caifu, the stocks with significant trading volumes included Northern Rare Earth at 21.531 billion yuan, Industrial Fulian at 12.734 billion yuan, WuXi AppTec at 12.32 billion yuan, and Runhe Software at 11.958 billion yuan [1]