分红方面，立讯精密A股上市后累计派现76.52亿元。近三年，累计派现45.30亿元。 机构持仓方面，截止2025年6月30日，立讯精密十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股3.43亿股，相比上期减少1.14亿股。华泰柏瑞沪深300ETF（510300）位居第三大流通股 东，持股9010.45万股，相比上期增加734.85万股。易方达沪深300ETF（510310）位居第五大流通股 东，持股6442.23万股，相比上期增加661.38万股。华夏沪深300ETF（510330）位居第七大流通股东， 持股4724.23万股，相比上期增加799.40万股。嘉实沪深300ETF（159919）位居第八大流通股东，持股 4071.53万股，为新进股东。兴全合润混合A（163406）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，立讯精密工业股份有限公司位于广东省东莞市清溪镇北环路313号,中国香港铜锣湾希慎道33 号利园1期19楼1901室，成立日期2004年5月24日，上市日期2010年9月15日，公司主营业务涉及公司专 注于连接器的研发、生产和销售,产品主要应用于3C(电脑、通讯、消费电 ...

Core Insights - The company, Jialichuang, positions itself as a leading one-stop infrastructure service provider aimed at facilitating global hardware innovation through industrial software, digital technology, and industrial internet [1] Group 1: Business Model and Services - Jialichuang has developed a seamless one-stop industrial internet manufacturing platform that addresses the pain points of long sample testing cycles and high barriers to small batch production in the traditional electronics industry [1] - The company leverages self-developed industrial software and intelligent management systems to achieve deep integration and full-process digitization of PCB manufacturing, electronic component procurement, and PCBA [1] - Jialichuang offers rapid delivery with a capability of shipping in as fast as 12 hours and allows orders starting from a single unit, significantly reducing the supply chain response time from months or weeks to hours [1] Group 2: Market Position and Growth - The company has expanded its operations into the mechanical industry chain, focusing on "customer origin and service quality" based on its mature one-stop industrial internet manufacturing experience [2] - Jialichuang has increased its R&D investment and recently launched 64-layer high multilayer boards and 0.1mm micro-drilling technology [2] - By the end of 2024, Jialichuang expects to have over 7.1 million registered users on its website, covering strategic emerging industries such as artificial intelligence, semiconductor chips, new energy vehicles, aerospace, and robotics, as well as over a thousand domestic and international universities and research institutions [2] - The company anticipates processing over 17.8 million orders in the 2024 fiscal year [2]

Group 1 - A total of 4,561 listed companies in A-shares were investigated by institutions such as brokerages and insurance funds in the first three quarters of this year [1] - Among these, 650 companies received concentrated research from 100 or more institutions, with Zhongkong Technology Co., Ltd. leading at 1,348 institutions [1] - The 650 companies that were concentrated on by over 100 institutions generally performed well in the secondary market, with 569 companies seeing their stock prices rise, accounting for 87.54% [1] Group 2 - The significant stock price increases were driven by technological breakthroughs and product volume expansion, exemplified by Shenghong Technology, which has advanced its core technology capabilities [2] - Shenghong Technology has capitalized on the AI computing power revolution and data center upgrades, achieving large-scale production in these areas [2] - Popular sectors among institutions include automotive parts and general equipment, with 226 and 221 companies investigated respectively [2][3] Group 3 - The demand for automotive parts has surged due to the continuous release of passenger car market demand and the introduction of new models by major automakers [3] - The commercialization of humanoid robots has accelerated, allowing automotive parts companies to leverage their precision manufacturing and sensor development capabilities [3] - The growth of general equipment companies is supported by the automation and intelligent upgrades in traditional manufacturing and the rapid development of emerging industries like energy storage and photovoltaics [3]

Core Viewpoint - Leading AI terminal hardware supplier, Lingyi Zhizao, is expanding its international market presence by planning to issue H-shares and list on the Hong Kong Stock Exchange, furthering its internationalization strategy [1][2] Group 1: International Expansion - Lingyi Zhizao is in discussions with intermediaries regarding the issuance of H-shares and listing on the Hong Kong Stock Exchange to enhance its international business layout and increase global competitiveness [2][3] - The company has seen a steady increase in overseas sales revenue, with foreign sales accounting for 71.72% of total revenue in 2024, up from 49.75% in 2019 [3] Group 2: Financial Performance - In the first half of 2025, Lingyi Zhizao achieved a revenue of 236.25 billion yuan, a year-on-year increase of 23.35%, and a net profit of 9.30 billion yuan, up 35.94% [4][5] - The company’s overseas sales revenue for the first half of 2025 reached 175.3 billion yuan, a 28.03% increase year-on-year, with a gross margin of 16.84% [3][4] Group 3: Research and Development - Lingyi Zhizao has invested over 70 billion yuan in R&D over the past three and a half years, with R&D expenses in the first half of 2025 amounting to 11.28 billion yuan, reflecting a 21.00% year-on-year increase [5] - The company holds a total of 1,935 patents, including 482 invention patents, showcasing its commitment to innovation and technology [5] Group 4: Shareholder Returns - Lingyi Zhizao has announced a cash dividend of 0.2 yuan per share, totaling 1.39 billion yuan, with cash dividends and share buybacks in the first half of 2025 amounting to 4.59 billion yuan, representing 49.40% of net profit [6] - The company's stock price has increased by approximately 104% year-to-date, with a market capitalization of 114.3 billion yuan as of September 30, 2025 [1][6]

戴尔周二发布"长期财务架构"，预测未来四年营收将以每年7%至9%的速度增长，不计特别项目的每股 盈馀成长15%以上。相较之下，戴尔在2023年原预测为营收年增3%至4%，经调整后每股盈馀成长8%以 上。 戴尔营运长克拉克（Jeff Clarke）说："两年前我们都低估了AI市场规模，如今只会更大。" 戴尔的基础设施部门受惠于来自CoreWeave和xAI等客户对AI伺服器的强劲需求，另外也争取到美国能 源部及阿布达比AI公司G42等政府机构合约。 戴尔CEO麦可．戴尔周二在CNBC节目上说："我可以肯定，总有一天这些（数据中心）会盖得太多， 但目前还看不出任何迹象。"他形容当前算力需求"极其惊人"。 麦可．戴尔表示，AI数据中心真正瓶颈在电力与基础设施。包括OpenAI等大型客户都反映供电是扩充 的关键限制。即便戴尔持续优化机柜能效与散热设计，AI模型训练与推论若要支撑"数以万亿计 token"的生成，整体用电仍将大幅攀升，意味专案时程更仰赖电网与机房供电就绪。 戴尔科技周二将未来两年营收和获利增长预测调高约一倍，并表示人工智能（AI）产品需求将支撑这 波上修展望至少延续至2030会计年度。戴尔10月8日早盘 ...

Core Insights - The trade volume between China and ASEAN reached $597 billion from January to July this year, marking an 8.2% year-on-year increase and accounting for 16.7% of China's total foreign trade during the same period [1][6] - Chinese companies are increasingly looking to ASEAN, particularly Thailand, as a strategic location for overseas investment due to its cultural, labor, supply chain, and geographical advantages [1][4] Group 1: Trade and Investment Dynamics - The trade relationship between China and ASEAN has significantly evolved, with ASEAN becoming China's largest regional export market, surpassing the U.S. [6][7] - By 2025, cumulative bilateral investment between China and ASEAN is expected to exceed $450 billion, with Chinese companies having completed engineering contracts worth $480 billion in the region [6][7] - Chinese investment in Thailand has surpassed that of Japan, with manufacturing and R&D being the primary focus of Chinese enterprises in the region [5][6] Group 2: Industrial and Economic Infrastructure - The Amata Industrial City in Thailand hosts over 400 Chinese enterprises, contributing to 10% of Thailand's GDP, and is strategically located near major transport hubs [3][4] - The industrial park integrates various government services, achieving a 98% success rate for Chinese companies operating there, with expectations of reaching 100% next year [5][6] - Thailand's well-established supply chain, particularly in the automotive sector, provides a conducive environment for Chinese companies to establish operations [3][4] Group 3: Regional Supply Chain Restructuring - The ongoing restructuring of supply chains in Southeast Asia presents opportunities for companies to enhance internal integration and reduce reliance on U.S. markets [7][8] - The region's economic integration and the potential for increased foreign direct investment (FDI) are seen as key factors for upgrading supply chains [7][8] - The shift in global trade dynamics necessitates a focus on developing trade relationships within the region and with other global markets, including Europe [9]

Core Viewpoint - The company plans to acquire a 28.2461% stake in OFILM Microelectronics (Nanchang) Co., Ltd. from Nanchang Chanmeng Investment Management Co., Ltd. through a share issuance and raise matching funds [1] Group 1 - The company has received a notification from the Shenzhen Stock Exchange regarding the acceptance of its application for the share issuance and asset acquisition [1] - The transaction is subject to approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission [1]

Core Viewpoint - The stock of Yihua Holdings (00838) has seen a significant increase of over 6%, attributed to positive developments in AI capital expenditure forecasts and the company's strong performance in Mexico [1] Group 1: Stock Performance - Yihua Holdings' stock rose by 6.67%, reaching HKD 1.28, with a trading volume of HKD 15.48 million [1] Group 2: Industry Insights - Citigroup has significantly raised its AI capital expenditure forecasts, indicating a rapid acceleration in AI infrastructure deployment [1] - According to a report from CMB International, Yihua's factory in Mexico has shown continuous revenue growth and profitability for two consecutive years, suggesting potential benefits from increased business with major manufacturers and new tariff policies [1] Group 3: Client Relationships - Huawei and Super Fusion are the largest clients for Yihua's server chassis business, and Yihua has entered Huawei's main supplier system for sheet metal components, indicating a potential for substantial market share growth in the future [1]

Core Viewpoint - Yihua Holdings (00838) experienced a significant stock price increase of over 6%, closing at HKD 1.28 with a trading volume of HKD 15.48 million, driven by positive market sentiment regarding AI capital expenditure and company-specific growth factors [1]. Group 1: Market Sentiment - Citigroup has significantly raised its AI capital expenditure forecast, indicating a rapid acceleration in AI infrastructure deployment [1]. - The positive outlook on AI investments is contributing to the overall market enthusiasm for companies involved in AI-related sectors [1]. Group 2: Company Performance - Yihua's factory in Mexico has shown continuous revenue growth and has achieved profitability for two consecutive years, positioning the company to benefit from increased business from major manufacturers and new tariff policies [1]. - Huawei and Super Fusion are identified as Yihua's largest clients in the server chassis business, with Yihua entering Huawei's main supplier system for sheet metal components, suggesting a potential for significant market share increase in the future [1].

格隆汇10月8日｜港股三大指数小幅低开，恒生指数跌0.21%，国企指数跌0.09%，恒生科技指数跌 0.11%。科网股涨跌不一，京东健康涨超3%，小鹏汽车涨超2%，阿里巴巴、百度跌超1%。现货黄金逼 近4000美元大关，黄金股普涨，潼关黄金涨近4%，紫金黄金国际、赤峰黄金涨超2%。苹果概念股盘初 走低，蓝思科技跌超4%，比亚迪电子跌超2%。长风药业港股IPO上市首日开盘大涨超218%，报47港元/ 股。(格隆汇) ...