11月26日，工业富联涨5.11%，截至发稿，报59.50元/股，成交100.87亿元，换手率0.89%，总市值 11820.54亿元。 资料显示，富士康工业互联网股份有限公司位于广东省深圳市龙华区龙华街道东环二路二号富士康科技 园C1栋二层，成立日期2015年3月6日，上市日期2018年6月8日，公司主营业务涉及各类电子设备产品 的设计、研发、制造与销售业务,依托于工业互联网为全球知名客户提供智能制造和科技服务解决方 案。主营业务收入构成为：3C电子产品99.85%，其他(补充)0.15%。 截至发稿，刘开运累计任职时间10年137天，现任基金资产总规模4.6亿元，任职期间最佳基金回报 106.27%， 任职期间最差基金回报-29.48%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，九泰基金旗下1只基金重仓工业富联。九泰天兴量化智选A（011107）三季度持有股数3.58万 股，占基金净值比例为3.46%，位居第 ...

数据显示，财通证券资管旗下1只基金重仓工业富联。财通资管产业优选混合发起式A（019119）三季 度持有股数8.8万股，占基金净值比例为3.97%，位居第七大重仓股。根据测算，今日浮盈赚取约25.43 万元。 11月26日，工业富联涨5.11%，截至发稿，报59.50元/股，成交100.72亿元，换手率0.89%，总市值 11820.54亿元。 资料显示，富士康工业互联网股份有限公司位于广东省深圳市龙华区龙华街道东环二路二号富士康科技 园C1栋二层，成立日期2015年3月6日，上市日期2018年6月8日，公司主营业务涉及各类电子设备产品 的设计、研发、制造与销售业务,依托于工业互联网为全球知名客户提供智能制造和科技服务解决方 案。主营业务收入构成为：3C电子产品99.85%，其他(补充)0.15%。 从基金十大重仓股角度 截至发稿，李晶累计任职时间4年26天，现任基金资产总规模2.79亿元，任职期间最佳基金回报 82.62%， 任职期间最差基金回报5.65%。 责任编辑：小浪快报 财通资管产业优选混合发起式A（019119）成立日期2023年12月13日，最新规模5964.62万。今年以来收 益55.89%， ...

从基金十大重仓股角度 11月26日，工业富联涨5.11%，截至发稿，报59.50元/股，成交99.75亿元，换手率0.88%，总市值 11820.54亿元。 资料显示，富士康工业互联网股份有限公司位于广东省深圳市龙华区龙华街道东环二路二号富士康科技 园C1栋二层，成立日期2015年3月6日，上市日期2018年6月8日，公司主营业务涉及各类电子设备产品 的设计、研发、制造与销售业务,依托于工业互联网为全球知名客户提供智能制造和科技服务解决方 案。主营业务收入构成为：3C电子产品99.85%，其他(补充)0.15%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，中泰证券资管旗下1只基金重仓工业富联。中泰沪深300量化优选增强A（012206）三季度持 有股数1.62万股，占基金净值比例为1.72%，位居第六大重仓股。根据测算，今日浮盈赚取约4.68万 元。 责任编辑：小浪快报 中泰沪深300量化优选增强A（012206）基金经理为邹巍。 截至发稿，邹巍累计任职时 ...

截至发稿，张勋累计任职时间11年9天，现任基金资产总规模86.82亿元，任职期间最佳基金回报 119.61%， 任职期间最差基金回报-39.01%。 章宏帆累计任职时间38天，现任基金资产总规模7.35亿元，任职期间最佳基金回报-4.15%， 任职期间最 差基金回报-4.22%。 从基金十大重仓股角度 数据显示，鹏扬基金旗下1只基金重仓工业富联。鹏扬数字经济先锋混合A（012456）三季度持有股数 33.11万股，占基金净值比例为2.97%，位居第九大重仓股。根据测算，今日浮盈赚取约95.69万元。 鹏扬数字经济先锋混合A（012456）成立日期2021年9月7日，最新规模4.65亿。今年以来收益43.41%， 同类排名986/8134；近一年收益51.38%，同类排名638/8056；成立以来亏损8.13%。 鹏扬数字经济先锋混合A（012456）基金经理为张勋、章宏帆。 11月26日，工业富联涨5.11%，截至发稿，报59.50元/股，成交99.45亿元，换手率0.88%，总市值 11820.54亿元。 资料显示，富士康工业互联网股份有限公司位于广东省深圳市龙华区龙华街道东环二路二号富士康科技 园C1栋二 ...

Group 1 - The core viewpoint of the news is that Industrial Fulian's stock has shown significant growth this year, with a year-to-date increase of 217.55%, despite a slight decline in the last five and twenty trading days [1][2] - As of November 18, the stock price reached 66.24 yuan per share, with a market capitalization of 1,315.95 billion yuan and a trading volume of 3.724 billion yuan [1] - The company has seen a net inflow of main funds amounting to 85.35 million yuan, with significant buying and selling activity from large orders [1] Group 2 - Industrial Fulian's main business involves the design, research, manufacturing, and sales of various electronic devices, primarily focusing on 3C electronic products, which account for 99.85% of its revenue [1][2] - For the period from January to September 2025, the company reported a revenue of 603.93 billion yuan, reflecting a year-on-year growth of 38.40%, and a net profit attributable to shareholders of 22.49 billion yuan, up 48.52% year-on-year [2] - The company has distributed a total of 56.544 billion yuan in dividends since its A-share listing, with 35.152 billion yuan distributed in the last three years [3]

Core Points - The EU has reached an agreement to eliminate the tax exemption for packages valued under €150 by 2026, two years earlier than previously proposed [1][2] - A simplified transitional plan will be introduced starting in 2026, which includes a proposed fee of approximately €2 per small package [1][2] - The agreement is expected to be formalized in legal terms at the next European finance ministers' meeting on December 12 [2] Group 1: Industry Reactions - The early cancellation of the tax exemption has received broad support from European businesses, with German online retailer Zalando and the Italian fashion industry emphasizing the importance of this change for their sectors [3] - However, some retail representatives criticize the €2 fee, arguing it will not significantly deter consumers or alter market dynamics [4] - The Belgian individual entrepreneurs' association suggests a higher tax rate of €20 would be more effective in influencing consumer behavior [4] Group 2: Market Dynamics - The number of low-value e-commerce packages arriving in the EU has doubled to 4.6 billion, with over 90% originating from China, prompting pressure on the EU to act [4] - In 2024, China's low-priced e-commerce exports to the EU are projected to reach $19.1 billion, surpassing exports to the US, which are expected to be $23.1 billion [5] - Following the US's cancellation of its tax exemption, platforms like Temu and SHEIN have shifted focus to the European market, increasing their advertising expenditures significantly [8] Group 3: Strategic Shifts - Temu has rapidly expanded in the EU, covering 25% of the population within two years, with projected growth rates of 60%-100% in 2024-2025 [9] - SHEIN is also reallocating resources to Europe, with expectations that its revenue in Europe will exceed that in the US for the first time, growing by 30.7% to $17.9 billion [10] - The cancellation of the tax exemption will challenge the low-price strategies of these platforms, necessitating a shift towards localization and differentiation in product offerings [13][14]

Group 1 - Industrial Fulian (富士康工业互联网) experienced a decline of 5.23% on November 10, with a stock price of 68.90 yuan per share and a trading volume of 6.385 billion yuan, resulting in a total market capitalization of 1,368.799 billion yuan [1] - The company, established on March 6, 2015, and listed on June 8, 2018, specializes in the design, research and development, manufacturing, and sales of various electronic devices, primarily focusing on smart manufacturing and technology services for global clients [1] - The main business revenue composition is 99.85% from 3C electronic products and 0.15% from other supplementary sources [1] Group 2 - From the perspective of top ten holdings, one fund under Caitong Securities Asset Management holds a significant position in Industrial Fulian, with 88,000 shares, accounting for 3.97% of the fund's net value, ranking as the seventh largest holding [2] - Caitong Asset Management's fund, established on December 13, 2023, has a latest scale of 59.6462 million yuan, with a year-to-date return of 67.62%, ranking 365 out of 8,219 in its category [2] - The fund has achieved a cumulative return of 104.08% since its inception, with a one-year return of 67.02%, ranking 273 out of 8,125 in its category [2] Group 3 - The fund manager of Caitong Asset Management's fund is Li Jing, who has been in the position for 4 years and 10 days, managing a total asset scale of 279 million yuan [3] - During Li Jing's tenure, the best fund return was 104.08%, while the worst return was 8.79% [3]

Group 1 - Industrial Fulian's stock price dropped by 5.23% to 68.90 CNY per share, with a trading volume of 6.376 billion CNY and a turnover rate of 0.46%, resulting in a total market capitalization of 1,368.799 billion CNY [1] - The company, founded on March 6, 2015, and listed on June 8, 2018, is based in Longhua District, Shenzhen, Guangdong Province, and specializes in the design, research and development, manufacturing, and sales of various electronic devices, primarily focusing on smart manufacturing and technology services for global clients [1] - The main business revenue composition is 99.85% from 3C electronic products and 0.15% from other supplementary sources [1] Group 2 - According to data, one fund under Zhongtai Securities Asset Management holds a significant position in Industrial Fulian, with Zhongtai CSI 300 Quantitative Enhanced A (012206) holding 16,200 shares, accounting for 1.72% of the fund's net value, making it the sixth-largest holding [2] - The fund was established on July 5, 2021, with a latest scale of 35.6978 million CNY, and has achieved a year-to-date return of 17.52%, ranking 3058 out of 4216 in its category, while the one-year return is 11.79%, ranking 2842 out of 3917 [2] - The fund has incurred an estimated floating loss of approximately 61,600 CNY today [2]

Core Insights - The upcoming "Double 11" shopping festival in 2025 is expected to bring a peak in cross-border e-commerce activities at the Suifenhe port, showcasing efficient collaboration and sustained growth in the sector [2] Group 1: Cross-Border E-Commerce Performance - Suifenhe's cross-border e-commerce import and export operations are running smoothly, with significant growth in orders for 3C electronic products, clothing, and daily consumer goods aimed at the Russian market [2] - By October 2023, the regulatory cross-border e-commerce 9610 export goods are projected to reach 28.2136 million items, reflecting a year-on-year increase of 323.45% [2] Group 2: Regulatory and Operational Enhancements - The local government has focused on enhancing the cross-border e-commerce service system, implementing a dynamic resource allocation system to ensure efficient customs clearance during peak shopping periods [4] - A 24-hour on-site support team for information systems has been established to ensure operational efficiency, with most packages achieving "declaration and release" status [5] Group 3: Customs Coordination and Efficiency - Suifenhe Customs has proactively engaged with enterprises to understand their shipping plans and peak customs clearance times, implementing a tailored service model for efficient inspections [7] - The daily processing capacity of Suifenhe Customs has increased to five times its usual level, ensuring smooth and efficient customs channels during the shopping peak [7]

Core Viewpoint - Industrial Fulian's stock price has shown significant growth this year, but recent trading data indicates a slight decline in the short term, suggesting potential volatility in investor sentiment [1][2]. Group 1: Stock Performance - As of November 4, Industrial Fulian's stock price was 73.39 yuan per share, with a market capitalization of 1,457.999 billion yuan [1]. - The stock has increased by 251.82% year-to-date, with a recent decline of 0.81% over the last five trading days [1]. - The company has appeared on the trading leaderboard twice this year, with the most recent occurrence on September 12 [1]. Group 2: Financial Performance - For the period from January to September 2025, Industrial Fulian reported a revenue of 603.931 billion yuan, reflecting a year-on-year growth of 38.40% [2]. - The net profit attributable to shareholders for the same period was 22.487 billion yuan, marking a year-on-year increase of 48.52% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 476,400, up by 53.11% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 34.69% to 41,687 shares [2]. - Cumulatively, the company has distributed 56.544 billion yuan in dividends since its A-share listing, with 35.152 billion yuan distributed over the last three years [3].