香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全部或任何部份內容而產生或因依賴該等內容而引致的任何損失承擔任何責 任。 Wai Chi Holdings Company Limited 偉志控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：1305） 自願性公告 投資意向書 本 公 告 乃 由 偉 志 控 股 有 限 公 司（「本公司」，連 同 其 附 屬 公 司，統 稱 為「本集團」） 自 願 作 出，旨 在 令 本 公 司 股 東 及 潛 在 投 資 者 知 悉 本 集 團 的 最 新 業 務 計 劃 及 發 展。 投資意向書 本 公 司 董 事（「董 事」）會（「董事會」）欣 然 宣 佈，於2025年8月11日，本 公 司 間 接 全 資 附 屬 公 司 偉 志 光 電（深 圳）有 限 公 司（「深圳偉志」）與 中 金 戰 新 創 業 投 資（鶴 山） 合 夥 企 業（有 限 合 夥）（「中金戰新創業投資」）訂 立 不 具 法 律 約 束 力 的 投 ...

Group 1 - The total trading volume of the Shanghai and Shenzhen stock markets reached 1.83 trillion yuan, with the Shanghai market accounting for 751.3 billion yuan and the Shenzhen market for 1.08 trillion yuan [1] Group 2 - The top traded stock was Dongfang Caifu, with a trading volume of 11 billion yuan, followed by Beifang Xitu, Xinye Sheng, and Zhongji Xuchuang, with trading volumes of 7.998 billion yuan, 7.959 billion yuan, and 7.548 billion yuan respectively [2]

图片来源：半年报截图 上半年800G高速交换机营收较 2024全年增长近三倍 每经记者｜蔡鼎 每经编辑｜程鹏 张海妮 工业富联（601138.SH，股价36.59元，市值7266.58亿元）8月10日晚间披露半年报。受益于AI（人工智能）相关业务的强势增长，公司2025年上半年实现 营收3607.6亿元，同比增长35.58%，归母净利润为121.13亿元，同比增长38.61%，均创同期历史新高。其中，第二季度单季营收首次超过2000亿元达 2003.45亿元，同比增长35.9%，净利润为68.86亿元，同比增长51.13%，也均创下同期历史新高。 公司在半年报中称，2025年上半年，全球科技产业格局在智能革命浪潮下加速重构，以大模型与生成式AI为代表的技术突破推动应用生态进入爆发阶 段。核心驱动力方面，预计北美四大云服务商2025年合计资本开支同比实现高速增长，其中AI云基础设施投入占比将显著提升，带动高端AI服务器需求 激增。 | | | | 单位:千元 币种:人民产 | | --- | --- | --- | --- | | 主要会计数据 | 本报告期 | 上年同期 | 本报告期比上年同期 | | | ( ...

（文章来源：证券日报） 证券日报网讯联创电子8月11日在互动平台回答投资者提问时表示，公司已有机器人视觉相关产品出 货。 ...

据了解，2025年上半年，全球科技产业在AI浪潮中加速重构，带动工业富联核心业务强势增长，实现订单规模与价值量同步跃升。 分业务来看，云计算业务方面，全球多家大型云服务商对AI基础设施建设资本开支延续扩张趋势，AI算力投入持续火热。工业富联第二季度整体 服务器营收同比增长超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%。 业界关注的GB200系列产品，工业富联表示，该产品已实现量产爬坡，良率持续改善，出货量逐季攀升。目前，公司正协同客户推进下一代产品 的设计研发，在产业链覆盖广度与交付能力方面继续保持行业领先地位。 通信及移动网络设备方面，公司高速交换机已成为市场增长亮眼的细分领域，其800G高速交换机营收较2024全年增长近三倍。AI手机带动高端换 机潮，精密机构件出货量同比增长17%。 （原标题：半年赚超120亿！工业富联上半年营收、净利润双创新高?） 受益于AI（人工智能）相关业务的强势增长，富士康工业互联网股份有限公司（以下简称"工业富联"）上半年营收、利润同比增超30%，且均创 历史新高。但经营性现金流净额同比下滑70.76%。 图源：上市公司半年报 8月10日晚间，工 ...

Core Insights - Industrial Fulian (601138) reported a strong growth in revenue and profit in the first half of 2025, driven by AI-related business, with revenue reaching 360.76 billion yuan, a year-on-year increase of 35.58%, and net profit of 12.113 billion yuan, up 38.61% [1][2] - The company achieved a record high in both revenue and net profit for the same period, with Q2 revenue surpassing 200 billion yuan for the first time, reaching 200.345 billion yuan, a 35.92% increase year-on-year [1][2] - Despite the strong performance, the company faced a significant decline in operating cash flow, which dropped by 70.76% year-on-year to 1.41 billion yuan [3] Business Segments - In the cloud computing sector, the company saw overall server revenue grow by over 50% year-on-year, with AI server revenue increasing by over 60% [2] - The GB200 series products have entered mass production, with improving yield rates and increasing shipment volumes [2] - In the telecommunications and mobile network equipment segment, revenue from 800G high-speed switches grew nearly threefold compared to the entire year of 2024, while precision components for AI smartphones saw a 17% increase in shipment volume [2] Financial Health - The total assets of the company reached 383.13 billion yuan, a 20.66% increase from the beginning of the year, indicating rapid business expansion [3] - However, the net assets attributable to shareholders slightly decreased by 0.67% to 151.67 billion yuan, suggesting that the company may be increasing debt to support its growth [3] - The weighted average return on equity improved to 7.64%, up 1.62 percentage points from the previous year, indicating better asset utilization [3] Dividend Policy - The board of directors decided not to distribute cash dividends, issue bonus shares, or increase share capital from reserves during this reporting period [4]

Core Viewpoint - Lens Technology (06613) saw a rise of over 4%, currently trading at HKD 21.56 with a transaction volume of HKD 172 million, following Apple's announcement of a USD 2.5 billion investment to build a glass substrate production line in Kentucky, USA, in collaboration with Corning [1] Group 1: Company Developments - Apple has announced a USD 2.5 billion investment to establish a glass substrate production line in Kentucky, specifically for iPhone and Apple Watch [1] - Corning, a key supplier of glass substrates for Apple, has production facilities in the USA, Japan, South Korea, and Chongqing [1] - Lens Technology serves as the back-end processing supplier for Apple’s glass, with major production bases located in Hunan, China, and Bắc Ninh, Vietnam [1] Group 2: Market Implications - Corning's new production line in the USA aims to produce next-generation glass substrates, which may help in securing tariff exemptions [1] - The establishment of this production line is expected to enable Lens Technology to update and design more complex products for future generations, enhancing its market competitiveness [1]

其中，公司第二季度单季营收首次超过2000亿元，达2003.4亿元，同比增长35.9%；净利润为68.8亿 元，同比增长51.1%，均创下同期历史新高。 【#工业富联单季营收破2000亿元#，AI驱动工业富联业绩创新高】#工业富联上半年营收3607.6亿元# 据新浪证券报道，8月10日晚间，工业富联发布的2025年半年报显示，受益于AI相关业务强势增长，上 半年工业富联实现营收3607.6亿元，同比增长35.6%，实现归母净利润121.1亿元，同比增长38.6%，均 创同期历史新高。 ...

鸿腾精密(06088)再涨超10%，截至发稿，涨9.4%，报3.49港元，成交额3.37亿港元。 消息面上，工业富联（601138）公告，上半年净利润同比增长39%，GB200系列产品实现量产爬坡。招 银国际指出，随着金属连接、液冷漏液及散热瓶颈等问题陆续优化，GB200从4月起量产加快，预期上 半年累计7,000柜，GB300下半年进入样品生产，4季度有望实现量产，全年GB200/GB300预估20,000- 25,000柜。 该行指出，全球AI服务器OEM/ODM龙头将持续受益，包括工业富联作为第一梯队的GB200服务器供应 商，以及服务器零部件如连接器/接口、散热和电源管理等厂商，包括比亚迪（002594）电子的AI服务 器产品量产出货、鸿腾精密的GB200/300服务器连接器产品和液冷零部件。 ...

Core Viewpoint - Industrial Fulian reported strong financial performance for the first half of 2025, driven by growth in the AI and cloud computing sectors, indicating a robust demand for high-end AI servers and a strategic collaboration with leading tech companies in North America and Asia-Pacific [3][4]. Financial Performance - Revenue for the first half of 2025 reached 360.76 billion yuan, a year-on-year increase of 35.58% [3]. - Net profit attributable to shareholders was 12.113 billion yuan, up 38.61% compared to the same period last year [3]. - Net profit excluding non-recurring gains and losses was 11.668 billion yuan, reflecting a 36.73% increase year-on-year [3]. - Total assets amounted to 383.128 billion yuan, marking a 20.66% growth [3]. - Net assets attributable to shareholders decreased by 0.67% to 151.67 billion yuan [3]. Industry Trends - The global technology landscape is rapidly evolving due to the smart revolution, with significant advancements in large models and generative AI driving an explosive growth phase in application ecosystems [3]. - Major North American cloud service providers are expected to see substantial capital expenditure growth in 2025, with a notable increase in AI cloud infrastructure investments [3]. Business Segments - The core business demonstrated strong growth momentum, with both order scale and value increasing significantly [4]. - In the cloud computing segment, the product structure is continuously optimized, with AI servers steadily increasing their share [4]. - Overall server revenue grew by over 50% in Q2, while revenue from cloud service provider servers surged by over 150%, and AI server revenue increased by over 60% [4]. - The GB200 series products achieved mass production with improving yield rates and increasing shipment volumes [4]. Market Outlook - The trend towards high-end smartphones is expected to continue, with GenAI and foldable devices providing new growth momentum for the industry [4]. - Revenue from 800G high-speed switches nearly tripled compared to the entire year of 2024 [4]. - The company has strengthened its market share among core customers through deepened cooperation and optimized product structure, enhancing its competitiveness in the global high-performance computing and AI infrastructure sectors [4]. - Industrial Fulian is expanding its global production capacity and integrating industry chain resources to effectively strengthen its delivery advantages [4].