601138 工业富联
已收盘 05-27 15:00:00
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半导体板块引领A股走强，机构建议关注三条主线
中证报 · 05-26 07:03
半导体板块引领A股走强，机构建议关注三条主线
每周股票复盘：工业富联（601138）AI服务器出货同比增长逾28%
证券之星 · 05-24
每周股票复盘：工业富联（601138）AI服务器出货同比增长逾28%
【私募调研记录】大朴资产调研工业富联
证券之星 · 05-22
【私募调研记录】大朴资产调研工业富联
【机构调研记录】国泰基金调研恩华药业、工业富联等5只个股（附名单）
证券之星 · 05-20
【机构调研记录】国泰基金调研恩华药业、工业富联等5只个股（附名单）
【机构调研记录】博时基金调研工业富联、金橙子
证券之星 · 05-20
【机构调研记录】博时基金调研工业富联、金橙子
工业富联（601138）披露2025年年度股东会通知，5月19日股价下跌0.61%
证券之星 · 05-19
工业富联（601138）披露2025年年度股东会通知，5月19日股价下跌0.61%
工业富联：广发证券、东方红等多家机构于5月15日调研我司
证券之星 · 05-19
工业富联：广发证券、东方红等多家机构于5月15日调研我司
每周股票复盘：工业富联（601138）将召开Q1业绩说明会
证券之星 · 05-17
每周股票复盘：工业富联（601138）将召开Q1业绩说明会
工业富联（601138）披露2026年第一季度业绩说明会公告，5月14日股价下跌3.16%
证券之星 · 05-14
工业富联（601138）披露2026年第一季度业绩说明会公告，5月14日股价下跌3.16%
今日工业富联（601138）涨停分析：AI算力业务、业绩增长、股东回报驱动
证券之星 · 05-13
今日工业富联（601138）涨停分析：AI算力业务、业绩增长、股东回报驱动
报道：鸿海已向英伟达“提前供货”全光CPO机柜，并大幅上修出货目标
华尔街见闻 · 05-13
报道：鸿海已向英伟达“提前供货”全光CPO机柜，并大幅上修出货目标
每周股票复盘：工业富联（601138）一季度净利增102.55%
证券之星 · 05-02
每周股票复盘：工业富联（601138）一季度净利增102.55%
4月30日工业富联跌5.10%，通信ETF国泰基金重仓该股
证券之星 · 04-30
4月30日工业富联跌5.10%，通信ETF国泰基金重仓该股
信达证券：给予工业富联买入评级
证券之星 · 04-30
信达证券：给予工业富联买入评级
工业富联（601138）2026年一季报简析：营收净利润同比双双增长，盈利能力上升
证券之星 · 04-30
工业富联（601138）2026年一季报简析：营收净利润同比双双增长，盈利能力上升
国金证券：给予工业富联买入评级
证券之星 · 04-29
国金证券：给予工业富联买入评级
【财闻联播】章建平新进北方稀土等多只个股！比亚迪、工业富联等一季报出炉
21世纪经济报道 · 04-29
【财闻联播】章建平新进北方稀土等多只个股！比亚迪、工业富联等一季报出炉
图解工业富联一季报：第一季度单季净利润同比增长102.55%
证券之星 · 04-29
图解工业富联一季报：第一季度单季净利润同比增长102.55%
工业富联(601138.SH)发布一季度业绩，归母净利润105.95亿元，同比增长102.55%
智通财经 · 04-29
工业富联(601138.SH)发布一季度业绩，归母净利润105.95亿元，同比增长102.55%
公告精选︱北方稀土：拟7.79亿元实施稀土高能级科技创新平台建设项目；工业富联：一季度净利润105.95亿元，同比增长102.55%
格隆汇 · 04-28
公告精选︱北方稀土：拟7.79亿元实施稀土高能级科技创新平台建设项目；工业富联：一季度净利润105.95亿元，同比增长102.55%
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公司概况
公司名称：
富士康工业互联网股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2018-06-08
主营业务：
富士康工业互联网股份有限公司的主营业务是设计、研发、制造和销售通信及移动网络设备、云计算、工业互联网及机器人等电子设备产品。公司的主要产品是3C电子产品。
发行价格：
13.77
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资金面上，5月25日沪深两市主力资金净流出超120亿元，电子板块主力资金净流入近100亿元，电子板块仍受资金青睐。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2026-05-26/doc-inhzeknu3057618.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2097828474.EUR","688981","LU2580892789.USD","LU1807302812.USD","LU2580892862.HKD","LU1979443071.USD","LU0456827905.SGD","LU2476274308.USD","BK0231","LU1997245094.SGD","LU2097828557.USD","LU2289578879.USD","LU2097828714.EUR","LU2476274720.SGD","LU0067412154.USD","LU1993786604.SGD","LU0072913022.USD","LU1580142542.USD","601138","BK0214","BK0278","BK0183","LU2097828805.USD","LU1255011170.USD","IE00B0JY6N72.USD","LU1655091616.SGD","SG9999003461.SGD","SGXZ49509284.SGD","LU1064131003.USD","LU2148510915.USD","000001","LU1997245177.USD","LU0051755006.USD","SG9999001051.SGD","SGXZ81163826.USD","BK0012","SG9999006597.SGD","BK0251","LU2495084118.USD","SGXZ90724238.SGD","512480","BK0028","LU1064130708.USD","LU0880133367.SGD","LU0501845795.SGD","BK0188","BK0201","000680","LU2097828631.EUR","LU2778985437.USD","SG9999001069.SGD","BK0187","SG9999001093.SGD","SG9999002950.SGD","688256","LU0210526637.USD","LU1997244956.HKD","LU1781817850.SGD","LU1226287529.USD","LU1934453819.USD","00981"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637378575","title":"每周股票复盘：工业富联（601138）AI服务器出货同比增长逾28%","url":"https://stock-news.laohu8.com/highlight/detail?id=2637378575","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637378575?lang=zh_cn&edition=full","pubTime":"2026-05-24 01:02","pubTimestamp":1779555736,"startTime":"0","endTime":"0","summary":"截至2026年5月22日收盘，工业富联报收于67.16元，较上周的67.62元下跌0.68%。本周关注点来自机构调研要点：2026年全球AI服务器出货量将同比增长逾28%。推理市场正快速崛起，据TrendForce报告，2026年SIC-based AI服务器占比达27.8%，到2030年将接近40%。据TrendForce预测，2026年全球AI服务器出货量将同比增长逾28%，公司核心产品将持续受益于行业红利。一季度AI SIC服务器出货量同比增长3.2倍，依托全球产业链布局和客户信任，出货有望持续提升。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052400000016.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SGXZ49509284.SGD","LU1979443071.USD","LU0051755006.USD","LU1064131003.USD","BK0214","LU1997245094.SGD","LU1781817850.SGD","LU1064130708.USD","LU2097828557.USD","LU1997245177.USD","LU2097828805.USD","LU1997244956.HKD","LU2097828714.EUR","LU1580142542.USD","601138","LU1934453819.USD","LU2097828631.EUR","LU1655091616.SGD","LU2580892862.HKD","LU2148510915.USD","LU1255011170.USD","LU0210526637.USD","LU2097828474.EUR","LU2289578879.USD","LU0456827905.SGD","LU2495084118.USD","LU2580892789.USD","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2637363131","title":"【私募调研记录】大朴资产调研工业富联","url":"https://stock-news.laohu8.com/highlight/detail?id=2637363131","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637363131?lang=zh_cn&edition=full","pubTime":"2026-05-22 08:01","pubTimestamp":1779408060,"startTime":"0","endTime":"0","summary":"根据市场公开信息及5月21日披露的机构调研信息，知名私募大朴资产近期对1家上市公司进行了调研，相关名单如下：1）工业富联 调研纪要：AI基建业务已成为公司重要的成长动能之一，2026年第一季度云计算业务同比增长1倍，成为核心成长引擎。公司与核心客户保持紧密协同，高端AI服务器制造优势与客户粘性持续巩固。大朴资产的投资团队均来自于国内知名的证券研究机构和投资机构，具有丰富的研究和投资经验。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026052200007515.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1979443071.USD","LU2148510915.USD","LU1934453819.USD","LU2495084118.USD","LU0456827905.SGD","LU1997245094.SGD","SGXZ49509284.SGD","601138","BK0214","LU1781817850.SGD","LU1255011170.USD","LU2580892862.HKD","LU2580892789.USD","LU1064130708.USD","LU1997245177.USD","LU1064131003.USD","SGXZ81163826.USD","LU2097828474.EUR","LU2097828714.EUR","LU0051755006.USD","LU2097828631.EUR","LU2097828805.USD","LU2097828557.USD","LU1655091616.SGD","LU1580142542.USD","LU1997244956.HKD","LU2289578879.USD","LU0210526637.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636936528","title":"【机构调研记录】国泰基金调研恩华药业、工业富联等5只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2636936528","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636936528?lang=zh_cn&edition=full","pubTime":"2026-05-20 08:11","pubTimestamp":1779235899,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及5月19日披露的机构调研信息，国泰基金近期对5家上市公司进行了调研，相关名单如下：1）恩华药业 调研纪要：公司麻醉销售团队调整后效果良好，重点产品收入快速增长，预计2026年麻醉类产品将实现显著增长。当前主力产品出货顺畅，2026年全球AI服务器出货量预计同比增长逾28%。3）锦鸡股份 调研纪要：截至2025年期末，H酸产线处于试生产阶段，后续进展请关注定期报告。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052000008648.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002262","LU1997245094.SGD","LU2580892862.HKD","BK0214","LU1781817850.SGD","LU1997244956.HKD","LU2495084118.USD","LU1064131003.USD","LU1580142542.USD","LU2580892789.USD","LU0210526637.USD","LU2097828474.EUR","LU1934453819.USD","LU1979443071.USD","SGXZ49509284.SGD","BK0188","LU1255011170.USD","LU1997245177.USD","LU2289578879.USD","LU2097828557.USD","LU1655091616.SGD","LU1064130708.USD","LU2097828631.EUR","LU2148510915.USD","SGXZ81163826.USD","BK0239","LU0051755006.USD","BK0070","601138","LU2097828805.USD","LU0456827905.SGD","LU2097828714.EUR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636893946","title":"【机构调研记录】博时基金调研工业富联、金橙子","url":"https://stock-news.laohu8.com/highlight/detail?id=2636893946","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636893946?lang=zh_cn&edition=full","pubTime":"2026-05-20 08:11","pubTimestamp":1779235893,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及5月19日披露的机构调研信息，博时基金近期对2家上市公司进行了调研，相关名单如下：1）工业富联 调研纪要：公司下一代AI服务器平台未延期，正按既定计划推进生产整备与组装改样。当前主力产品出货顺畅，2026年全球AI服务器出货量预计同比增长逾28%。2）金橙子 调研纪要：本次收购调整为现金方式，交易对价17,875.00万元，不涉及发行股份。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052000008640.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","LU2097828474.EUR","SGXZ49509284.SGD","LU0210526637.USD","LU1064131003.USD","LU2097828805.USD","LU1997244956.HKD","601138","LU1997245177.USD","LU1781817850.SGD","BK0214","LU2580892789.USD","SGXZ81163826.USD","LU1979443071.USD","LU2289578879.USD","LU1580142542.USD","LU1997245094.SGD","LU2097828714.EUR","LU2495084118.USD","688291","LU2097828631.EUR","LU1064130708.USD","LU0051755006.USD","LU2097828557.USD","LU1934453819.USD","LU2580892862.HKD","LU1255011170.USD","LU1655091616.SGD","LU0456827905.SGD","LU2148510915.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636852880","title":"工业富联（601138）披露2025年年度股东会通知，5月19日股价下跌0.61%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636852880","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636852880?lang=zh_cn&edition=full","pubTime":"2026-05-19 22:02","pubTimestamp":1779199345,"startTime":"0","endTime":"0","summary":"截至2026年5月19日收盘，工业富联报收于68.56元，较前一交易日下跌0.61%，最新总市值为13605.1亿元。该股当日开盘68.3元，最高69.04元，最低66.4元，成交额达129.77亿元，换手率为0.96%。近日，工业富联发布《关于召开2025年年度股东会的通知》。公告显示，公司将于2026年6月9日召开2025年年度股东会，会议采取现场投票与网络投票相结合方式。部分议案涉及中小投资者单独计票及关联股东回避表决。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051900042945.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0210526637.USD","LU1997245094.SGD","LU1934453819.USD","SGXZ49509284.SGD","LU2580892862.HKD","LU2097828805.USD","LU2097828714.EUR","LU1997244956.HKD","LU1255011170.USD","LU0051755006.USD","LU2148510915.USD","601138","LU2289578879.USD","BK0214","LU2097828474.EUR","LU1979443071.USD","LU1580142542.USD","LU1655091616.SGD","LU2097828557.USD","LU1781817850.SGD","LU1064130708.USD","LU2580892789.USD","LU2495084118.USD","SGXZ81163826.USD","LU1997245177.USD","LU1064131003.USD","LU0456827905.SGD","LU2097828631.EUR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636834416","title":"工业富联：广发证券、东方红等多家机构于5月15日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2636834416","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636834416?lang=zh_cn&edition=full","pubTime":"2026-05-19 17:35","pubTimestamp":1779183316,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月19日工业富联发布公告称广发证券、东方红、国泰基金、平安资管、景顺长城、平安基金、望正资产、易方达、鹏华基金、招商基金、融通基金、华夏基金、P72、兴全基金、银华基金、广发基金、博时基金、南方基金、平安养老、交银施罗德、大成基金、摩根斯坦利、建信基金、孝庸资产、国金证券、民生加银、新华资产、泰康资产、华泰资产、华安基金、华宝基金于2026年5月15日调研我司。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051900033080.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1997244956.HKD","LU2580892789.USD","BK1564","LU2495084118.USD","LU1064130708.USD","LU1655091616.SGD","LU2097828714.EUR","BK0214","LU2097828631.EUR","LU2148510915.USD","LU1781817850.SGD","LU2097828805.USD","BK0183","LU1979443071.USD","LU1934453819.USD","BK0276","SGXZ49509284.SGD","01776","000776","BK0028","601138","BK0012","SG9999001093.SGD","LU1255011170.USD","LU2289578879.USD","LU1997245177.USD","LU1997245094.SGD","LU0456827905.SGD","SGXZ81163826.USD","BK1147","LU0051755006.USD","LU2097828474.EUR","LU2097828557.USD","LU2580892862.HKD","BK0188","LU1580142542.USD","LU1064131003.USD","LU0210526637.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636069448","title":"每周股票复盘：工业富联（601138）将召开Q1业绩说明会","url":"https://stock-news.laohu8.com/highlight/detail?id=2636069448","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636069448?lang=zh_cn&edition=full","pubTime":"2026-05-17 01:02","pubTimestamp":1778950935,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘，工业富联报收于67.62元，较上周的63.28元上涨6.86%。本周，工业富联5月14日盘中最高价报74.0元。本周关注点公司公告汇总：工业富联将于2026年5月20日召开2026年第一季度业绩说明会。公司公告汇总富士康工业互联网股份有限公司将于2026年5月20日15:00-16:00通过网络方式召开2026年第一季度业绩说明会，投资者可登录深圳市路演中网络科技有限公司网站在线参与。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051700000015.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU2097828631.EUR","LU1580142542.USD","LU2580892862.HKD","LU1979443071.USD","SGXZ81163826.USD","LU2097828557.USD","LU0456827905.SGD","LU1655091616.SGD","LU1997244956.HKD","LU2289578879.USD","LU0051755006.USD","LU1064130708.USD","LU0210526637.USD","LU1934453819.USD","LU1781817850.SGD","LU2148510915.USD","LU1255011170.USD","LU2097828474.EUR","LU2097828805.USD","LU1997245177.USD","SGXZ49509284.SGD","601138","LU1997245094.SGD","LU2495084118.USD","LU2580892789.USD","LU1064131003.USD","LU2097828714.EUR","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635909117","title":"工业富联（601138）披露2026年第一季度业绩说明会公告，5月14日股价下跌3.16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635909117","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635909117?lang=zh_cn&edition=full","pubTime":"2026-05-14 17:27","pubTimestamp":1778750870,"startTime":"0","endTime":"0","summary":"截至2026年5月14日收盘，工业富联报收于68.6元，较前一交易日下跌3.16%，最新总市值为13613亿元。该股当日开盘74.0元，最高74.0元，最低67.28元，成交额达281.26亿元，换手率为2.02%。富士康工业互联网股份有限公司于近日发布《关于召开2026年第一季度业绩说明会的公告》。公告显示，公司将于2026年5月20日15:00-16:00通过网络方式召开2026年第一季度业绩说明会，投资者可登录深圳市路演中网络科技有限公司网站在线参与。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051400030304.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1979443071.USD","LU2148510915.USD","LU1934453819.USD","LU2495084118.USD","LU0456827905.SGD","LU1997245094.SGD","SGXZ49509284.SGD","601138","BK0214","LU1781817850.SGD","LU1255011170.USD","LU2580892862.HKD","LU2580892789.USD","LU1064130708.USD","LU1997245177.USD","LU1064131003.USD","SGXZ81163826.USD","LU2097828474.EUR","LU2097828714.EUR","LU0051755006.USD","LU2097828631.EUR","LU2097828805.USD","LU2097828557.USD","LU1655091616.SGD","LU1580142542.USD","LU1997244956.HKD","LU2289578879.USD","LU0210526637.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2635069792","title":"今日工业富联（601138）涨停分析：AI算力业务、业绩增长、股东回报驱动","url":"https://stock-news.laohu8.com/highlight/detail?id=2635069792","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635069792?lang=zh_cn&edition=full","pubTime":"2026-05-13 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16:22","pubTimestamp":1777537348,"startTime":"0","endTime":"0","summary":"证券之星消息，4月30日工业富联跌5.10%，收盘报62.88元，换手率1.47%，成交量292.41万手，成交额186.34亿元。根据2026基金Q1季报公募基金重仓股数据，重仓该股的公募基金共301家，其中持有数量最多的公募基金为国泰基金的通信ETF国泰。通信ETF国泰目前规模为144.68亿元，最新净值1.3271，较上一交易日下跌0.14%，近一年上涨244.88%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026043000053189.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["515880","LU2495084118.USD","LU2580892862.HKD","LU2148510915.USD","LU1064130708.USD","LU1580142542.USD","LU1064131003.USD","LU1934453819.USD","BK0214","SGXZ81163826.USD","LU0051755006.USD","LU0210526637.USD","LU0456827905.SGD","LU2097828631.EUR","LU2289578879.USD","LU2580892789.USD","LU2097828805.USD","LU2097828557.USD","LU2097828714.EUR","LU1655091616.SGD","LU1997245177.USD","601138","LU1781817850.SGD","LU1997244956.HKD","SGXZ49509284.SGD","LU2097828474.EUR","LU1979443071.USD","LU1997245094.SGD","LU1255011170.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631331575","title":"信达证券：给予工业富联买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2631331575","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631331575?lang=zh_cn&edition=full","pubTime":"2026-04-30 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业绩实现翻倍增长，AI驱动基本面显著强化。公司系算力产业链核心个股，我们看好公司在该领域的发展前景，维持对公司的“买入”评级。最新盈利预测明细如下：该股最近90天内共有14家机构给出评级，买入评级11家，增持评级3家；过去90天内机构目标均价为82.79。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026043000026800.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601138","601059"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631527275","title":"工业富联（601138）2026年一季报简析：营收净利润同比双双增长，盈利能力上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2631527275","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631527275?lang=zh_cn&edition=full","pubTime":"2026-04-30 06:11","pubTimestamp":1777500685,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期工业富联发布2026年一季报。截至本报告期末，公司营业总收入2510.78亿元，同比上升56.52%，归母净利润105.95亿元，同比上升102.55%。本报告期工业富联盈利能力上升，毛利率同比增幅9.15%，净利率同比增幅28.92%。持有工业富联最多的基金为通信ETF国泰，目前规模为144.68亿元，最新净值1.3271，较上一交易日下跌0.14%，近一年上涨244.57%。答：在I相关业务的带动下，2026年一季度公司经营状况预计实现同比改善。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026043000019123.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601138"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2631517134","title":"国金证券：给予工业富联买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2631517134","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631517134?lang=zh_cn&edition=full","pubTime":"2026-04-29 21:30","pubTimestamp":1777469431,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司刘高畅,张真桢近期对工业富联进行研究并发布了研究报告《产品结构升级释放利润弹性，现金流激增验证景气度》，给予工业富联买入评级。AI GPU机柜出货量同比增长3.8倍，AI ASIC服务器出货量同比增长3.2倍，产品结构升级带动毛利率同比上升0.62pct至7.4%。最新盈利预测明细如下：该股最近90天内共有14家机构给出评级，买入评级11家，增持评级3家；过去90天内机构目标均价为82.79。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042900064578.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["601138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631537297","title":"【财闻联播】章建平新进北方稀土等多只个股！比亚迪、工业富联等一季报出炉","url":"https://stock-news.laohu8.com/highlight/detail?id=2631537297","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631537297?lang=zh_cn&edition=full","pubTime":"2026-04-29 07:01","pubTimestamp":1777417260,"startTime":"0","endTime":"0","summary":"目前，章建平一季度持有4只个股，分别为北方稀土、东材科技、西部材料和四川黄金，除东材科技为加仓股，其他三只均为一季度新进。业绩变动主要系报告期内，公司以镨钕产品为代表的主要稀土产品一季度均价同比升高，毛利同比增加。业绩变动主要系受产品结构调整及交付进度影响，营业收入减少所致。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-04-29/doc-inhwckrh7996288.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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03:39","pubTimestamp":1777405181,"startTime":"0","endTime":"0","summary":"证券之星消息，工业富联2026年一季报显示，一季度公司主营收入2510.78亿元，同比上升56.52%；归母净利润105.95亿元，同比上升102.55%；扣非净利润102.5亿元，同比上升109.05%；负债率61.38%，投资收益-1.05亿元，财务费用8.38亿元，毛利率7.35%。财报数据概要请见下图:以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。相关 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