深圳市实益达科技股份有限公司 证券代码： 002137 证券简称：实益达 投资者关系活动记录表 您好，公司与部分主要客户签署了保密协议，相关信息不便 披露，敬请谅解。感谢您对公司的关注！ 5、公司投资那些企业未开可能会上市，当前六和的上市状态是 什么，公司开发了那些大客户，公司产品有没有用于军工产品。 您好，参股公司会依据自身的发展需要适时选择适合自身的 融资方式和资本市场发展路径，关于参股公司的具体信息请以其 官网公布信息为准。公司与部分主要客户签署了保密协议，相关 信息不便披露。公司目前无用于军工的产品。感谢您对公司的关 注！ 6、董事长好请问公司供货给 ASMPT 的具体设备是啥?能透露吗 编号：2025-002 投资者关系活动 类别 □特定对象调研 □ 分析师会议 □ 媒体采访 □业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 √其他 （2025 年度深圳辖区上市公司网上集体接待日） 参与单位名称及 人员姓名 参与公司 2025 年度深圳辖区上市公司网上集体接待日活动的投 资者 时间 2025 年 11 月 20 日 (周四) 下午 14:30-17:00 地点 全景网"投资者关系互动平台"（ ...

Core Insights - Foxconn, the world's largest electronics contract manufacturer, reported a 17% year-on-year profit increase in Q3, driven by sustained demand for AI servers, exceeding market expectations [1] - The company achieved a net profit of NT$57.67 billion (approximately $1.89 billion) for the July-September period, surpassing the anticipated NT$50.4 billion, with revenues reaching NT$2.06 trillion, an 11% year-on-year growth [1] - Foxconn is diversifying beyond its traditional role as the largest iPhone assembler for Apple, focusing on AI and other business areas, and has become a key partner for Nvidia in AI server production [1][2] Financial Performance - In Q3, Foxconn's revenue growth aligns with market expectations, while the company anticipates significant year-on-year revenue growth in Q4, particularly in AI server sales [1][2] - Monthly sales in October increased by 11.3%, with projections indicating a 15% year-on-year sales growth for the three months ending in December [1][2] Strategic Partnerships and Market Position - Foxconn's close collaboration with Nvidia has contributed to a stock price increase of over 30% this year, as leading tech companies compete to procure Nvidia hardware for data center enhancements [2] - The company is leveraging its dominant position in contract manufacturing to secure current and future orders, adopting a "follow the cash flow" strategy that prioritizes high-growth server manufacturing over some consumer electronics orders [3] Challenges and Future Outlook - Despite potential profit margin pressures from component price fluctuations, currency changes, and logistics challenges, Foxconn is expected to maintain strong performance in Q4 [3] - The company is also expanding into the electric vehicle sector, viewing it as a key growth engine, although this transition has faced hurdles, including the sale of a previously acquired EV factory [4] - Foxconn is collaborating with Nvidia, Stellantis, and Uber to develop L4 autonomous vehicles, indicating a strategic move into the autonomous driving space [4]