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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(jì)劃于2025年在印度工廠生產(chǎn)2500萬(wàn)至3000萬(wàn)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(shí)現(xiàn)超100%的增長(zhǎng)，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(jī)型量產(chǎn)能力。</p><p>　　據(jù)報(bào)道，富士康董事長(zhǎng)劉揚(yáng)偉預(yù)計(jì)，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(yáng)偉在參加了英偉達(dá)的年度 GTC 開發(fā)者大會(huì)上，當(dāng)在會(huì)議間隙被問(wèn)及富士康服務(wù)器收入是否能超越 iPhone 收入時(shí)，他表示“兩年內(nèi)一定會(huì)”，最快今年就有可能實(shí)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(tuán)(02038)：2025年第一季度，該集團(tuán)實(shí)現(xiàn)營(yíng)業(yè)收入及其他經(jīng)營(yíng)收入約10.17億美元，同比增長(zhǎng)1.91%；期間溢利107.2萬(wàn)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(jī)，公司實(shí)現(xiàn)收入11.03億美元，同比增長(zhǎng)14%；凈利潤(rùn)624萬(wàn)美元；同比下滑38%；25全年智能手機(jī)/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(chǎng)和平臺(tái)更新需求驅(qū)動(dòng)，網(wǎng)絡(luò)基礎(chǔ)設(shè)施業(yè)務(wù)板塊營(yíng)收錄得高速增長(zhǎng)，公司預(yù)計(jì)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(zhǎng)(>15%)。</p></p> </div> <p class="bottomSign politics-hide"><a class="gsrd-hidden brokers_hidden" target="_blank"><strong>關(guān)注同花順財(cái)經(jīng)（ths518），獲取更多機(jī)會(huì)</strong></a></p> <span id="arctTailMark"></span> <script type="text/javascript">(function(){var obj = null;if(document.getElementById('arctTailMark')) {obj = document.getElementById('arctTailMark');}if(obj!=null){var str = '<a 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