工業富聯(601138.SH)：預計半年度淨利潤同比增加36.84%到39.12% 二季度800G交換機營業收入達2024全年的3倍
格隆匯7月7日丨工業富聯(601138.SH)公佈，經財務部門初步測算，預計公司2025年第二季度實現歸屬於母公司所有者的淨利潤6,727,420千元到6,927,420千元，與上年同期相比，將上升2,173,206千元到2,373,206千元，同比上升47.72%到52.11%；預計公司2025年半年度實現歸屬於母公司所有者的淨利潤11,958,195千元到12,158,195千元，與上年同期相比，將增加3,219,097千元到3,419,097千元，同比增加36.84%到39.12%。
預計公司2025年第二季度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤6,694,420千元到6,894,420千元，與上年同期相比，將增加2,433,253千元到2,633,253千元，同比增加57.10%到61.80%；預計公司2025年半年度實現歸屬於母公司所有者的扣除非經常性損益的淨利潤11,597,239千元到11,797,239千元，與上年同期相比，將增加3,064,006千元到3,264,006千元，同比增加35.91%到38.25%。
公司雲計算業務在二季度實現高速增長，整體板塊營業收入較去年同期增長超過50%。產品結構持續優化，產品量產加速爬坡，客戶對AI數據中心Hyper-scaleAI機櫃產品需求不斷增加。其中，AI服務器營業收入較去年同期增長超過60%，雲服務商服務器的營業收入較去年同期增長超過1.5倍。公司在大客戶的核心產品份額繼續保持領先優勢，先進AI算力的GPU模塊及GPU算力板等產品的出貨，在第二季實現顯著增長。憑藉在全球多地完善的產能佈局以及較爲顯著的產業鏈優勢，公司在主要客戶中的市場份額持續提升，客戶關係不斷深化。
通訊及移動網絡設備業務方面，公司錨定智能製造與AI融合的發展機遇，依託前沿技術研發實力，持續加碼核心產品的技術研發投入，推動該業務實現穩健增長。精密機構件業務方面，得益於大客戶高階及平價AI機種的熱銷，公司相關業務實現穩健增長。高速交換機方面，在AI需求持續提升的驅動下，公司產品結構持續改善，二季度800G交換機的營業收入達2024全年的3倍。
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