富智康(2038.HK)一度放量暴涨31.4%传富士康承接了伟创力的部分产能
格隆汇7月25日丨曾于18日发了业绩预告,料上半年净亏损同比大幅收窄至8500万美元的富智康(2038.HK)将于8月9日正式公布财报,该股近期走势平稳,但今日盘中突然发力,一度放量暴涨31.4%至1.13港元,创5月15日以来新高。该股现报1.05港元,涨22.09%,暂成交1.13亿港元,最新总市值87亿港元。华为创始人任正非近日曾表示今年的智能手机出货量将达到2.7亿部,超市场预期。而7月23日有媒体从富士康内部获悉,受益于国内客户订单需求的强劲增长,富士康深圳龙华、观澜园区二季度总体产值同比增长达12%,6月份产值单月同比增长4%。富士康内部人士透露的资料显示,以国内H品牌客户为例,上半年富士康下属法人单位针对该客户摄像头及模组相关产值同比增94%,5-6月针对该客户整机及机构件产量同比增长超15%。联想到此前伟创力因为在无法保障生产和业务持续之后被华为从其供应链体系剔除,可以判定该国产H客户即为华为。从各方面消息来看,富士康应该承接了伟创力的部分产能,据悉伟创力是从华为获得营收最多的美国厂商。
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