工业富联(601138.SH)昨晚发盈喜,刺激股价涨停,进一步带动港A两地富士康概念股集体走强。其中,A股市场景旺电子逼近涨停,胜宏科技涨近8%,金龙机电涨超5%,安彩高科、顺络电子涨超4%;港股市场鸿腾精密涨近9%,富智康一度涨超3%创2022年7月以来新高。 工业富联昨晚公告,2025年半年度实现归属于母公司所有者的净利润119.58亿元-121.58亿元,与上年同期相比,将上升32.19亿元-34.19亿元,同比上升36.84%-39.12%。 公司解释,云计算业务在二季度实现高速增长,整体板块营业收入较去年同期增长超过50%。产品结构持续优化,产品量产加速爬坡,客户对AI数据中心Hyper-scaleAI机柜产品需求不断增加。其中,AI服务器营业收入较去年同期增长超过60%,云服务商服务器的营业收入较去年同期增长超过1.5倍。
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