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24.2%，創(chuàng)下單季度最高紀(jì)錄。</p><p>　　業(yè)內(nèi)消息顯示，全球最大電子代工商富士康計劃于2025年在印度工廠生產(chǎn)2500萬至3000萬部蘋果iPhone，這一數(shù)字將占蘋果年度iPhone總產(chǎn)量的約10-15%，較2023年產(chǎn)量實現(xiàn)超100%的增長，標(biāo)志著蘋果供應(yīng)鏈多元化戰(zhàn)略取得重大進(jìn)展。</p><p>　　分析稱，這一數(shù)據(jù)意味著富士康在印度的iPhone產(chǎn)量同比提升100%-150%，并且金奈工廠已具備Pro系列高端機型量產(chǎn)能力。</p><p>　　據(jù)報道，富士康董事長劉揚偉預(yù)計，公司的服務(wù)器業(yè)務(wù)收入將在兩年內(nèi)超越 iPhone 業(yè)務(wù)收入。劉揚偉在參加了英偉達(dá)的年度 GTC 開發(fā)者大會上，當(dāng)在會議間隙被問及富士康服務(wù)器收入是否能超越 iPhone 收入時，他表示“兩年內(nèi)一定會”，最快今年就有可能實現(xiàn)。</p><p>　　<strong>富士康產(chǎn)業(yè)鏈相關(guān)港股：</strong></p><p>　　富智康集團(02038)：2025年第一季度，該集團實現(xiàn)營業(yè)收入及其他經(jīng)營收入約10.17億美元，同比增長1.91%；期間溢利107.2萬美元，同比扭虧為盈。</p><p>　　鴻騰精密(06088)：鴻騰精密此前發(fā)布一季度業(yè)績，公司實現(xiàn)收入11.03億美元，同比增長14%；凈利潤624萬美元；同比下滑38%；25全年智能手機/系統(tǒng)終端產(chǎn)品收入增速指引下調(diào)。受AI服務(wù)器市場和平臺更新需求驅(qū)動，網(wǎng)絡(luò)基礎(chǔ)設(shè)施業(yè)務(wù)板塊營收錄得高速增長，公司預(yù)計網(wǎng)絡(luò)基礎(chǔ)設(shè)施業(yè)務(wù)收入25Q2將保持雙位數(shù)增長(>15%)。</p></p> </div> <p class="bottomSign politics-hide"><a 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