601138 工业富联
已收盘 05-20 15:00:00
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【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 08:11
【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 08:11
【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 22:02
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 17:35
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%
A股公告精选 | 寒武纪(688256.SH)每10股派发红利15元 工业富联(601138.SH)一季度净利润同比增长103%
智通财经网 · 04-28
A股公告精选 | 寒武纪(688256.SH)每10股派发红利15元 工业富联(601138.SH)一季度净利润同比增长103%
AI算力需求持续爆发，工业富联Q1营收同比增长57%，净利润增长103%｜财报见闻
华尔街见闻 · 04-28
AI算力需求持续爆发，工业富联Q1营收同比增长57%，净利润增长103%｜财报见闻
工业富联一季报：净利润105.95亿 CPO全光交换机样机开始出货
新浪财经 · 04-28
工业富联一季报：净利润105.95亿 CPO全光交换机样机开始出货
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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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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":["LU1979443071.USD","LU1781817850.SGD","LU1580142542.USD","BK0214","LU2097828714.EUR","LU2580892862.HKD","LU2495084118.USD","LU2097828805.USD","LU1064130708.USD","LU1997245177.USD","LU2097828631.EUR","LU2097828474.EUR","688291","LU0456827905.SGD","601138","LU1997244956.HKD","LU0051755006.USD","LU2289578879.USD","LU1255011170.USD","LU2148510915.USD","SGXZ49509284.SGD","LU1655091616.SGD","LU2580892789.USD","LU2097828557.USD","LU0210526637.USD","LU1934453819.USD","SGXZ81163826.USD","LU1064131003.USD","BK0231","LU1997245094.SGD"],"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":["LU0456827905.SGD","LU2097828557.USD","LU2097828714.EUR","SGXZ49509284.SGD","LU0051755006.USD","LU1934453819.USD","BK0028","LU2097828631.EUR","BK1147","SGXZ81163826.USD","BK0214","LU2097828474.EUR","LU2580892789.USD","LU1064130708.USD","LU1255011170.USD","BK1564","LU1979443071.USD","LU2148510915.USD","601138","LU1997245094.SGD","BK0012","LU1997245177.USD","01776","LU2289578879.USD","BK0188","LU1997244956.HKD","LU0210526637.USD","BK0276","BK0183","LU2097828805.USD","LU1781817850.SGD","LU2580892862.HKD","LU2495084118.USD","LU1655091616.SGD","LU1064131003.USD","LU1580142542.USD","SG9999001093.SGD","000776"],"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":["LU2580892789.USD","LU1979443071.USD","LU1997244956.HKD","LU1997245094.SGD","LU2097828631.EUR","SGXZ81163826.USD","LU2495084118.USD","LU0210526637.USD","LU0456827905.SGD","LU1997245177.USD","LU1580142542.USD","LU0051755006.USD","LU1934453819.USD","SGXZ49509284.SGD","LU2097828714.EUR","LU1781817850.SGD","LU2097828474.EUR","LU2289578879.USD","LU1064131003.USD","LU2097828557.USD","601138","LU2097828805.USD","LU2148510915.USD","LU1064130708.USD","BK0214","LU1255011170.USD","LU1655091616.SGD","LU2580892862.HKD"],"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":["LU1580142542.USD","SGXZ49509284.SGD","LU1997245094.SGD","LU1655091616.SGD","LU2097828714.EUR","LU2289578879.USD","LU1781817850.SGD","SGXZ81163826.USD","LU2097828631.EUR","LU2097828805.USD","LU0456827905.SGD","LU1064131003.USD","LU1979443071.USD","LU1934453819.USD","LU2580892789.USD","LU1255011170.USD","LU2097828474.EUR","LU0051755006.USD","LU1997245177.USD","BK0214","LU2495084118.USD","LU0210526637.USD","LU1064130708.USD","LU2148510915.USD","LU1997244956.HKD","601138","LU2097828557.USD","LU2580892862.HKD"],"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 15:37","pubTimestamp":1778657853,"startTime":"0","endTime":"0","summary":"证券之星消息，工业富联5月13日涨停收盘，收盘价70.84元。今日工业富联涨停的可能因素有：AI算力业务爆发式增长，2026年一季度AI服务器营收增超3倍、GPU机柜出货增3.8倍；2025年营收增49.23%、净利润增51.99%，2026年一季度归母净利润翻倍，业绩增速远超预期；券商密集上调评级与目标价，招商证券增持、华泰证券给出93元目标价；公司持续高比例分红并完成回购注销，强化股东回报信心。","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/RB2026051300022716.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0210526637.USD","LU1934453819.USD","LU2097828805.USD","LU2097828714.EUR","LU1997245177.USD","LU2580892862.HKD","BK0214","SGXZ49509284.SGD","SGXZ81163826.USD","LU2097828557.USD","LU2289578879.USD","LU2097828474.EUR","LU1255011170.USD","LU2148510915.USD","LU1997245094.SGD","LU0051755006.USD","LU1781817850.SGD","LU0456827905.SGD","LU1979443071.USD","LU1997244956.HKD","LU1580142542.USD","LU1064130708.USD","LU1064131003.USD","LU1655091616.SGD","601138","LU2495084118.USD","LU2580892789.USD","LU2097828631.EUR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635984222","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2635984222","media":"华尔街见闻","labels":["corporation","movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635984222?lang=zh_cn&edition=full","pubTime":"2026-05-13 09:06","pubTimestamp":1778634395,"startTime":"0","endTime":"0","summary":"据报道，鸿海集团全光CPO交换机机柜已提前向英伟达交货，供应紧张到连展示机柜都“一机不剩”。出货目标从原先2026年超过1万台，大幅上修至2026至2027年超过5万台。由于CPO毛利率达双位数，远高于传统代工业务，公司预测该业务将成为鸿海利润结构升级的核心驱动力。","market":"us","thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5a577420ee2dd9033eb72ba5fc9cca1a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772130","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"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","news_tag":"corporation,movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2360032135.SGD","IE00BQXX3D17.EUR","LU1037948897.HKD","IE00B5949003.HKD","LU1244550221.USD","GB00BDT5M118.USD","IE00BKVL7J92.USD","LU0143551892.USD","LU0323591593.USD","LU2931357623.SGD","IE00B3SWFQ91.USD","SG9999015945.SGD","LU2023250330.USD","LU1084165304.USD","IE00BKDWB100.SGD","LU2322448791.USD","LU2250418816.HKD","LU2361044865.SGD","LU0107464264.USD","LU0965508806.USD","IE00BK4W5M84.HKD","LU1712237335.SGD","LU0868494708.USD","BK4605","LU0345769128.USD","LU0957808578.USD","LU1400636574.HKD","LU1914381329.SGD","LU0965509101.SGD","LU2097344431.USD","BK4614","LU0348723411.USD","LU1400636491.USD","BK4503","LU2065170008.USD","LU0289961442.SGD","LU1992135472.HKD","LU2471134952.CNY","LU2746668974.SGD","IE0034235303.USD","HK0000306701.USD","LU0316494557.USD","BK4612","LU0472753341.HKD","LU2023250504.SGD","LU2458330169.SGD","LU0069063385.USD","LU1861127337.USD","LU2089284900.SGD","LU1551013425.SGD","LU0256863902.USD","SG9999001424.SGD","IE0004091025.USD","NVDU","LU0642271901.SGD","LU2552382215.SGD","LU2168564149.EUR","LU0724617625.USD","LU0048584097.USD","LU2265009873.SGD","IE00BK4W5L77.USD","BK4585","LU2125909759.SGD","LU1670756490.USD","LU0889565833.HKD","LU0070217475.USD","LU0957791311.USD","LU0053666078.USD","LU0823414551.USD","BK4548","IE00BJJMRX11.SGD","LU1861215975.USD","IE00B19Z8X17.USD","LU2125909916.SGD","LU2108987350.USD","LU0238689110.USD","LU0081259029.USD","BK4533","IE0001KFT4U8.USD","LU2860962120.EUR","LU1119994496.HKD","LU0683600562.USD","LU0417517546.SGD","LU0345768153.USD","LU1066051225.USD","BK4567","LU0820562030.AUD","IE00BQXX3F31.USD","LU1935043536.SGD","LU0061474705.USD","LU2506951792.HKD","LU2242650005.HKD","LU1232071149.USD","IE00BN29S564.USD","LU1674673691.USD","LU1720051108.HKD","LU1778281490.HKD","LU0353189763.USD","HK0000914660.USD","LU0345769631.USD","LU2111349929.HKD","LU2430703251.USD","LU1267930490.SGD","LU0210536198.USD","BK4550","LU1066051811.HKD","LU2491050154.USD","IE0034235295.USD","LU2420271590.USD","LU0265550946.USD","LU2360106780.USD","LU2237957902.USD","LU2168564065.EUR","IE00B775SV38.USD","LU0109392836.USD","LU0310800379.SGD","BK4592","LU2271345857.HKD","LU1366333091.USD","LU1623119135.USD","IE00BKPKM429.USD","HK0000320264.USD","LU0354030438.USD","NVDW","NVDY","LU1400636657.SGD","LU2381873111.SGD","NVDO","LU0198837287.USD","LU1852331112.SGD","LU2168564495.EUR","LU1064131342.USD","LU0094547139.USD","LU2247934214.USD","IE00B19Z8W00.USD","LU0979878070.USD","IE0004445015.USD","IE000W1ABFV2.USD","IE00B4JS1V06.HKD","LU2357125470.USD","BK4527","LU1261432733.SGD","SGXZ51526630.SGD","LU2417539215.USD","NVDS","LU0106261372.USD","LU2505996509.AUD","NVDD","LU1496350502.SGD","LU2083900584.USD","LU2236285917.USD","LU1366192091.USD","LU1435385759.SGD","LU2750360997.AUD","IE00BHPRN162.USD","LU0868494617.USD","LU1868837300.USD","LU2065169927.USD","LU2746668461.USD","LU0158827948.USD","IE00BJJMRY28.SGD","LU2602419157.SGD","LU1645745479.HKD","LU0689626769.HKD","IE00B1BXHZ80.USD","SGXZ81514606.USD","LU2896262040.SGD","BK4534","LU1934455277.USD","LU0109391861.USD","LU0640476718.USD","LU2552382132.HKD","LU1699723380.USD","IE00B3M56506.USD","NVDG","LU1988902786.USD","IE0004086264.USD","LU0345768740.USD","LU1935042215.USD","LU1974910355.USD","IE00B1XK9C88.USD","SG9999015952.SGD","LU0308772762.SGD","IE00BDRTCR15.USD","LU0077335932.USD","LU1923622291.USD","LU1983260115.SGD","601138","LU1917777945.USD","LU1280957306.USD","LU0942090050.USD","IE0034235188.USD","LU2462591350.SGD","LU1642822529.SGD","LU2065171311.SGD","LU2290526834.HKD","LU0187121727.USD","LU2360107168.USD","LU1935043023.USD","LU2089283258.USD","LU1951198990.SGD","LU1069344957.HKD","LU2089985449.USD","LU0345770308.USD","IE00BJTD4V19.USD","IE00BJLML261.HKD","LU0234570918.USD","LU1571399168.USD","LU1989772923.USD","LU0124676726.USD","LU0557290698.USD","LU1992135399.USD","LU1935042488.USD","LU0072462426.USD","SG9999018857.SGD","LU1674673428.USD","LU0215105999.USD","IE00BD6J9T35.USD","LU0210533765.USD","LU0347712357.USD","LU0444971666.USD","IE000KEQY171.SGD","LU2750360641.GBP","LU0823434740.USD","LU0056508442.USD","LU2023251221.USD","LU0061475181.USD","LU0965509010.AUD","LU1127390331.HKD","LU0011850046.USD","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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":"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/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":["LU2097828631.EUR","LU1064131003.USD","LU1580142542.USD","LU1064130708.USD","LU1979443071.USD","LU2148510915.USD","LU2097828714.EUR","LU2097828474.EUR","LU0210526637.USD","LU2097828805.USD","LU1655091616.SGD","LU2580892789.USD","LU2580892862.HKD","SGXZ81163826.USD","601138","LU1997245177.USD","LU2289578879.USD","LU0051755006.USD","LU1255011170.USD","LU0456827905.SGD","515880","LU1997245094.SGD","SGXZ49509284.SGD","LU1997244956.HKD","LU1934453819.USD","LU1781817850.SGD","LU2495084118.USD","LU2097828557.USD","BK0214"],"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 07:50","pubTimestamp":1777506636,"startTime":"0","endTime":"0","summary":"信达证券股份有限公司莫文宇近期对工业富联进行研究并发布了研究报告《工业富联26Q1业绩点评：业绩实现翻倍增长，CPO交换机开始出货》，给予工业富联买入评级。 工业富联 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":"sh","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":"sh","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":"fut","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":"us","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 ETF","market":"sh","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/RB2026042900008429.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","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":0},{"id":"2631740584","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631740584","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631740584?lang=zh_cn&edition=full","pubTime":"2026-04-29 01:00","pubTimestamp":1777395627,"startTime":"0","endTime":"0","summary":"智通财经APP讯，工业富联 披露2026年第一季度报告，报告期公司实现营收2510.78亿元，同比增长56.52%;归母净利润105.95亿元，同比增长102.55%;扣非净利润102.5亿元，同比增长109.05%。2026年第一季度，受益于AI算力需求持续爆发，公司产品结构持续优化，主营业务经营效益实现稳步提升。AIGPU机柜同比出货量增长3.8倍，AIASIC服务器出货量同比增长3.2倍。2026年第一季度，800G及以上高速交换机出货量同比增长1.6倍，环比增长46%，CPO全光交换机样机开始出货。","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":"http://www.zhitongcaijing.com/content/detail/1435810.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["601138"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630589037","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630589037","media":"格隆汇","labels":["corporation","dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630589037?lang=zh_cn&edition=full","pubTime":"2026-04-28 23:50","pubTimestamp":1777391420,"startTime":"0","endTime":"0","summary":"固德威：拟募集不超14.8亿元用于年产6GWh中大功率储能系统项目等","market":"sh","thumbnail":"https://img7.gelonghui.com/column/2/111.png?guru_height=540&guru_width=375","type":0,"news_type":0,"thumbnails":["https://img7.gelonghui.com/column/2/111.png?guru_height=540&guru_width=375"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4583146","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["601138","159715","SETM","600111","REMX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630630793","title":"A股公告精选 | 寒武纪(688256.SH)每10股派发红利15元 工业富联(601138.SH)一季度净利润同比增长103%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630630793","media":"智通财经网","labels":["shareholding","dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630630793?lang=zh_cn&edition=full","pubTime":"2026-04-28 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GPU机柜出货量增长3.8倍。毛利率由上年同期的6.7%提升至7.3%。期末存货较年初增加约164亿元，资产减值损失扩大至9.97亿元。","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771123","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":null,"symbols":["ARTY","AGIX","CHAT","601138","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630137091","title":"工业富联一季报：净利润105.95亿 CPO全光交换机样机开始出货","url":"https://stock-news.laohu8.com/highlight/detail?id=2630137091","media":"新浪财经","labels":["productRelease","dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630137091?lang=zh_cn&edition=full","pubTime":"2026-04-28 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