--- 格式版本: 2 标题: "工业富联上半年净利润激增96% 云计算业务板块营收同比增长75.7% _ 东方财富网" 原文链接: "https://finance.eastmoney.com/a/202608113838135563.html" 发布日期: "2026-08-11" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "rule:shared:strict_url_url" 发布时间证据: "https://finance.eastmoney.com/a/202608113838135563.html" 发布时间校准原因: "规则确认唯一严格发布时间，来源 shared:strict_url_url" 发布时间校准置信度: "high" 发布时间候选数量: 27 发布时间严格候选数量: 7 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-12T07:19:46+08:00" 发布时间仲裁状态: "skipped" 发布时间仲裁尝试次数: 0 发布时间仲裁耗时毫秒: 0 发现时间: "2026-08-12T07:19:03+08:00" 入库时间: "2026-08-11T23:19:46.966Z" 来源平台: "东方财富搜索" 搜索渠道: "source_template" 搜索词: "https://so.eastmoney.com/news/s?keyword=Switch%20tray" 匹配关键词: - "Switch tray" - "计算" - "GPU" - "CPO" - "光" - "AI服务器" - "NVLink" - "量产" - "部署" - "AI" 相关厂家: - "工业富联" 相关专家: [] 内容类型: "网页" 抓取工具: "CDP Render" 清洗工具: "CDP Text + Defuddle/Readability 正文提取" 原始附件: [] AI优质: "否" AI打分: 41 AI分档: "非优质" AI质检状态: "不通过" AI打分理由: "财务业绩报道，虽提及AI服务器出货增长，但缺乏超节点/AI 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"https://wap.eastmoney.com/a/202608113838135563.html") 提示： 微信扫一扫 分享到您的 朋友圈 ![](https://g1.dfcfw.com/g4/202608/20260806130850.png) AI妙想为你解读全文 APP内免费阅读 ![](https://g1.dfcfw.com/g4/202608/20260806130911.png) [![K图 601138_0](https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=1.601138&imageType=knews&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1)](http://quote.eastmoney.com/unify/r/1.601138) [![](http://g1.dfcfw.com/g3/201808/20180822112154.png)](http://quote.eastmoney.com/concept/sh601138.html?from=classic&eventcode=Web_quote_entrance1#fschart-r) 最新价：66.01 涨跌额：-3.17 涨跌幅：-4.58% 成交量：136万手 成交额：90.5亿 换手率：0.68% 市盈率：27.59 总市值：13099亿 　　 [专业金融数据，下一代智能终端](https://choice.eastmoney.com/terminal?infocode=202608113838135563) 　　新华财经北京8月11日电（胡晨曦）8月11日晚， [工业富联](http://quote.eastmoney.com/unify/r/1.601138) 发布的2026年半年度报告显示，上半年该公司实现营收5578.6亿元，同比增长54.6%；归母净利润为237.4亿元，同比增长96%，创下 [历史新高](http://quote.eastmoney.com/unify/r/90.BK1675) 。上半年 [工业富联](http://quote.eastmoney.com/unify/r/1.601138) 基本每股收益（EPS）为1.2元，同比增长96.72%；加权平均净资产收益率（ROE）为13.36%，同比提升5.72个百分点，核心盈利指标均创上市以来同期新高。 　　从单季度盈利表现来看，第二季度 [工业富联](http://quote.eastmoney.com/unify/r/1.601138) 实现营收3067.8亿元，同比增长53%，环比增长22%，单季营收首次突破3000亿元；归母净利润为131.5亿元，同比增长91%，环比增长24%，连续4个季度净利润超百亿元。 　　对于业绩快速增长原因，工业富联表示，主要受益于AI算力需求持续爆发，公司在主要客户的市场份额稳步提升，以及云服务商业务表现优异，推动整体营收增长。 　　 [云计算](http://quote.eastmoney.com/unify/r/90.BK0579) 业务方面，公告称，2026年上半年，公司 [云计算](http://quote.eastmoney.com/unify/r/90.BK0579) 业务延续高速增长态势，板块营业收入同比增长75.7%，AI相关业务贡献持续扩大，稳居公司业绩增长的核心引擎地位。报告期内，公司AI服务器产品出货实现大幅上升，GPU及ASIC业务同步放量。2026年上半年，云服务商AI服务器营业收入同比增长2.3倍，GPU AI机柜出货量同比增长3.2倍；ASIC AI机柜出货量同比增长3倍，ASIC CPU服务器出货量同比增长2.5倍，全球AI服务器市场龙头地位进一步夯实。 　　 [通信](http://quote.eastmoney.com/unify/r/90.BK1215) 及移动网络设备业务方面，上半年该公司 [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 高速网络营收同比增长1倍，800G以上 [数据中心](http://quote.eastmoney.com/unify/r/90.BK0922) 交换机出货量同比增长1.4倍，SuperNIC网卡出货量同比增长1.4倍，新产品研发与客户导入稳步推进。公司产品组合已全面覆盖Ethernet、InfiniBand及NVLink Switch等多元技术路线，CPO全光交换机已实现样机交货。 　　在业绩持续向好发展的同时，工业富联持续加大股东回报力度。2025年度累计现金分红达194.5亿元，创上市以来新高，连续四年分红金额超过百亿元。今年7月，公司进一步推出回购计划，拟以不低于10亿元且不超过20亿元回购股份，回购价格不超过103元／股。 　　截至8月11日收盘，工业富联最新总市值达1.31万亿元。 （文章来源：新华财经） ![](https://g1.dfcfw.com/g4/202608/20260805130749.png) 暗盘资金榜已更新!这些个股/板块可以关注> 文章来源：新华财经 责任编辑：3 原标题：工业富联上半年净利润激增96% 云计算业务板块营收同比增长75.7% **郑重声明：** 东方财富发布此内容旨在传播更多信息，与本站立场无关，不构成投资建议。据此操作，风险自担。 [举报](https://help.eastmoney.com/report_center.html?reportType=3&title=%e5%b7%a5%e4%b8%9a%e5%af%8c%e8%81%94%e4%b8%8a%e5%8d%8a%e5%b9%b4%e5%87%80%e5%88%a9%e6%b6%a6%e6%bf%80%e5%a2%9e96%25+%e4%ba%91%e8%ae%a1%e7%ae%97%e4%b8%9a%e5%8a%a1%e6%9d%bf%e5%9d%97%e8%90%a5%e6%94%b6%e5%90%8c%e6%af%94%e5%a2%9e%e9%95%bf75.7%25&systype=3&id=202608113838135563&newsurl=https%3A%2F%2Ffinance.eastmoney.com%2Fa%2F202608113838135563.html) [东方财富网](https://weibo.com/dfcfw) 分享到微信朋友圈 ![Scan 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