Foxconn Industrial Internet (601138.SS): Hon Hai Cloud strong growth in Aug reflects AI servers strong ramp up; TP up to Rmb68.3; Buy 6 September 2025 | 12:14AM HKT c45a43530f604d12bcb9a82b5aa6b9f6 Hon Hai reported Aug revenues with Cloud (mainly AI servers, supplied by FII) revenues delivered strongest MoM and YoY across the four business segments, reflecting FII's strong ramp up in rack-level AI servers. We remain positive on FII's leading market position in AI servers, and expect it to enjoy further mark ...

4 September 2025 | 10:37PM HKT Foxconn Industrial Internet (601138.SS): Asia Leaders Conference 2025: Chairman visit: AI servers ramp up with market share gain We hosted FII Chairman on Sep 4 at our Asia Leaders Conference 2025. Management remains positive on its leading market position in AI servers on the back of strong R&D, automated production, comprehensive offerings (GPU module/baseboard/compute board, AI servers, switch, rack, liquid cooling), strong bargaining power and inventory management, and glo ...

格隆汇9月5日丨迅捷兴(688655.SH)在投资者互动平台表示，公司400G光模块已实现批量供货；公司积 极开发应用于高速通信领域和智能硬件方面的任意阶HDI板、800G光模块等，加快高附加值领域批量订 单导入。 ...

eGain (EGAN) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +28.57%. A quarter ago, it was expected that this maker of customer engagement software would post earnings of $0.01 per share when it actually produced earnings of $0.03, delivering a surprise of +200%.Over the last four qu ...

在产融合作方面，《方案》提出，构建与产业创新相适应的金融服务体系。发挥好国家集成电路产业投 资基金、制造业转型升级基金、国家中小企业发展基金等产业基金引导作用，国家产融合作平台助企融 资纽带作用，实施"科技产业金融一体化"专项，指导耐心智慧资本投早、投小、投长期、投硬科技。鼓 励企业合理兼并重组、转型升级等，促进"募投管退"良性循环。 （上接1版） 科技创新与产业融合的深度，决定着稳增长的可持续性。《方案》明确加力推进电子信息制造业大规模 设备更新，通过重大项目撬动产业高端化、智能化、绿色化转型。具体来看，将编制完善产业链图谱， 有序布局先进计算、新型显示、服务器等重点领域重大项目，同时聚焦垂直行业场景推动算力向生产力 转化，打造跨平台计算框架核心生态，提升多体系芯片、多类型软件的兼容适配能力，强化产业生态主 导权。 从产业基础看，电子信息制造业已成为工业增长的重要引擎。工业和信息化部数据显示，今年上半年规 模以上电子信息制造业增加值同比增长11.1%，分别高于工业、高技术制造业4.7个和1.6个百分点，6月 单月增速达11%，延续强劲增长态势。 ...

【DT新材料】 获悉，9月4日， 工业和信息化部、市场监督管理总局 印发《 电子信息制造业2025—2026年稳增长行动方案 》，从促进产业升级，深化构建高质 量供给体系、促进国内外市场畅通经济循环，深挖需求潜力、推动科技创新和产业创新融合三方面提出16项具体举措。 《行动方案》明确，2025—2026年，主要预期目标是： 规模以上计算机、通信和其他电子设备制造业增加值平均增速在7%左右，加上 锂电池、光伏 及元器件制 造等相关领域后电子信息制造业年均营收增速达到5%以上 。 到2026年，预期实现营收规模和出口比例在41个工业大类中保持首位，5个省份的电子信息制造业营 收过万亿，服务器产业规模超过4000亿元，75英寸及以上彩色电视机国内市场渗透率超过40%，个人计算机、手机向智能化、高端化迈进。 《行动方案》提出，聚焦关键环节和重点领域，面向行业应用和消费场景，统筹专项资源，持续强化电子产品供给水平 。促进人工智能终端迈向更高水平智能创 新，推动智能体与终端产品深度融合，制 定人工智能终端智能化分级方法和标准，鼓励各地推动人工智能终端创新应用 。推动手机、个人计算机、家庭网关设 备、视听设备、服务器等整机 ...

PRESS RELEASE 04/09/2025 Security and DefenseLACROIX leverages its industrial and technological expertise in support of French and European sovereignty The intensification of global geopolitical tensions is leading to a major and rapid re-prioritization of defense sector priorities in France and across Europe.The Readiness 2030 Plan (ReArm Europe) provides for the mobilization of €800 billion by 2030, raising defense spending to 3% of the European Union’s GDP. The SAFE Program (Security for Action for ...

Summary of Kimball Electronics (KE) 2025 Conference Call Company Overview - **Company Name**: Kimball Electronics (KE) - **Industry**: Global electronics manufacturing and contract manufacturing - **Headquarters**: Jasper, Indiana - **Fiscal Year 2025 Revenue**: Approximately $5 billion - **Employees**: 5,700 worldwide - **Public Trading**: NASDAQ traded, publicly listed for 11 years as a spinout of Kimball International [5][2] Core Business and Strategy - **Business Focus**: Kimball Electronics operates in three distinct verticals: automotive, medical, and industrial, avoiding non-commodity products like computers and consumer electronics [3][4] - **Customer Relationships**: Over 70% of customers have been with the company for more than ten years, enhancing business stability [4] - **Competitive Advantages**: Strong balance sheet with $374 million in liquidity, global consistency through a single SAP system, and Lean Six Sigma practices across facilities [7][8][9] Market Position and Growth Opportunities - **Market Ranking**: Ranked sixth in automotive, seventh in medical, and twenty-second in industrial sectors [19] - **Megatrends**: Focus on the electronification of vehicles and the growing demand for medical devices due to an aging population and better healthcare access [21][23] - **New Product Introduction (NPI)**: Provides end-to-end solutions from design to aftermarket support, positioning as a contract manufacturing partner [13][14] Financial Performance - **Fiscal Year 2025 Highlights**: - Cash generated from operating activities reached nearly $185 million, a record for the company [29] - Revenue growth of 35% in FY 2023 followed by declines in the subsequent two years [31] - Inventory reduced by nearly 20% year-over-year [29] - **Guidance for Fiscal Year 2026**: - Expected net sales between $1.35 billion and $1.45 billion, a decrease of approximately 5% compared to FY 2025 [35] - Adjusted operating income margin expected to remain in line with the prior year [35] Capital Allocation and Investments - **Capital Expenditures**: Planned investments of $50 to $60 million primarily for a new facility in Indianapolis focused on the CMO and medical space [36][41] - **Share Repurchase Strategy**: Active in repurchasing shares to support share price and lower EPS [16] Challenges and Risk Management - **Loss of Programs**: Experienced a loss of two significant programs worth $200 million due to external factors, impacting revenue [30][31] - **Employee Reduction**: Reduced global workforce by 2,000 employees in response to softening demand [32] Future Outlook - **Strategic Focus**: Emphasis on expanding the medical CMO segment, leveraging existing customer relationships, and enhancing manufacturing capabilities [48][49] - **Market Positioning**: Aiming to differentiate from traditional EMS players by focusing on the CMO market, which presents significant growth opportunities [48][49] Additional Insights - **Global Footprint**: Facilities located in North America, Asia, and Europe, with a focus on maintaining high standards of regulatory compliance [10][15] - **Innovation in Automotive**: Significant involvement in steering technologies, including steer-by-wire and advanced driver-assistance systems [25][27] This summary encapsulates the key points discussed during the Kimball Electronics conference call, highlighting the company's strategic direction, financial performance, and market positioning.

天眼查App显示，近日，岳阳滨特科技有限公司成立，法定代表人为冯钊铧，注册资本88万人民币，经 营范围为一般项目：电子专用设备制造;电子元器件制造;其他电子器件制造;电子专用材料制造;电子专 用材料研发;软件开发;电子产品销售;电子元器件批发;电子专用材料销售;技术服务、技术开发、技术咨 询、技术交流、技术转让、技术推广;非金属矿及制品销售;金属矿石销售;金银制品销售;五金产品批发; 石油制品销售（不含危险化学品）;化工产品销售（不含许可类化工产品）（除依法须经批准的项目 外，自主开展法律法规未禁止、未限制的经营活动）。 ...

#行情 A股工业富联盘中再创历史新高，最高涨至50.46元/股，上市7年以来，市值首次突破万亿元关口。 ...