Electronic Equipment and Instruments

Today’s Key News Recap

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1029 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. On October 28th, Eastern US time, the Federal Reserve began its two-day FOMC meeting, with the latest interest rate decision to be announced on the afternoon of the 29th local time (early morning of the 30th Beijing time). The market generally expects a 25 basis point rate cut, with the focus on whether the balance sheet reduction will end and the policy signals for December. Due to the government shutdown, the absence of key data such as employment, and significant internal disagreements on inflation risks and the pace of easing, some officials are concerned that a rate cut may exacerbate price pressures. 2. The spokesperson of the Ministry of Foreign Affairs announced: As agreed by both China and the US...

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The meeting between China and the U.S. is approaching; focus on tonight's Federal Reserve interest rate decision | Today's Important News Recap

FII released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 251.08 B (forecast CNY 314.39 B), actual EPS CNY 0.53 (forecast CNY 0.5868)

FII to Release FY2026 Q1 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 314.39 B, EPS CNY 0.5868

FII released FY2025 Annual Earnings on March 10 After-Market (BJT), actual revenue CNY 902.89 B (forecast CNY 905.1 B), actual EPS CNY 1.78 (forecast CNY 1.7631)

FII released FY2025 Q4 earnings on March 10 After-Market (BJT), actual revenue CNY 298.96 B (forecast CNY 300.17 B), actual EPS CNY 0.6531 (forecast CNY 0.6423)

FII to Release FY2025 Earnings on March 11 After-Market (BJT), Forecast Revenue CNY 905.1 B, EPS CNY 1.7631

Foxconn Industrial Internet Co., Ltd repurchased stocks

NVIDIA and Foxconn Partner to Introduce AI into Factories and Production Lines

Foxconn to Deploy Humanoid Robots in Nvidia's AI Factory and Expand Capacity

FII released FY2025 9 Months earnings on October 29 After-Market (BJT), actual revenue CNY 603.93 B, actual EPS CNY 1.1302

FII released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 243.17 B (forecast CNY 253.43 B), actual EPS CNY 0.519 (forecast CNY 0.4901)

FII to release FY2025 Q3 earnings on October 30 After-Market (BJT), forecast revenue CNY 253.43 B, EPS CNY 0.4901

Industrial FIH Sees Significant Revenue and Profit Growth in H1 2025

Guohai Securities Sees Strong Prospects for Industrial FI's AI Servers and Maintains 'Buy' Rating

Foxconn Industrial Internet's Net Profit Grew by 38.61% in First Half of 2025

FII released FY2025 Q2 earnings on August 10 During-Market (BJT), actual revenue CNY 200.34 B (forecast CNY 196.5 B), actual EPS CNY 0.3511 (forecast CNY 0.3102)

FII released FY2025 Semi-Annual Earnings on August 10 During-Market (BJT), with actual revenue of CNY 360.76 B and EPS of CNY 0.61

Liquid-cooled Server Market Experiencing Explosive Growth

FII FY2025 Semi-Annual Earning Release on August 11, 2025 (BJT)

Foxconn Industrial Internet Announces Abnormal Stock Fluctuations

Foxconn Industrial Internet Stock Trading Abnormal Fluctuations

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Hon Hai Precision Industry reported a 19% increase in first-quarter profit, reaching NT$49.9 billion, driven by strong demand for AI servers. The company anticipates substantial sales growth this year, with the US becoming its largest AI server production hub. Despite margin pressures, the AI server cycle is expected to help offset rising costs. First-quarter sales rose by 30%, totaling NT$2.1 trillion, supported by AI demand in cloud services. Investors are considering the impact of AI momentum, potential iPhone 17 sales, and supply-chain risks from the Middle East crisis.

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Hon Hai Precision Industry Co., Ltd.

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Hon Hai Profit Jumps 19% As AI Server Demand Accelerates

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Hon Hai Precision Industry reported a 29.7% year-on-year increase in April revenue, reaching TWD832.1 billion (approximately USD26.3 billion), a record high for the month but slightly below the 30.4% growth forecast. Revenue for the first four months also rose 29.7% YoY to TWD2.96 trillion. The company anticipates growth in 2Q despite it being a traditionally low season for ICT products, with AI server racks expected to drive performance. Hon Hai will monitor the effects of the global political and economic environment on its operations.

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VanEck Semiconductor ETF

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Hon Hai Precision Industry Apr Revenue Up 29.7% YoY to Record High, Slightly Below Forecast

TAIPEI, May 3 (Reuters) - Taiwan's Foxconn said on Sunday its second-generation low-Earth orbit (LEO) satellites were launched via a SpaceX Falcon 9 rocket from California, marking the electronics manufacturer's latest push into space technology. (Reporting by Wen-Yee Lee, Editing by William Maclean)

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Foxconn launches second-generation satellites via SpaceX Falcon 9

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Hon Hai Precision Industry's subsidiary, Ingrasys, has approved a USD 22.9 million investment to acquire additional shares in Fulian Precision Technology, increasing its total investment to approximately USD 678 million. This move maintains full ownership and reflects a commitment to enhancing precision component manufacturing. The transaction, approved by the board, is seen as a routine balance-sheet reinforcement rather than a strategic shift, aimed at supporting operations and ensuring supply stability for key customers.

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First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

Hon Hai Bolsters Fulian Precision Unit With USD 22.9 Million Capital Injection

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In the morning, the main funds had a net inflow into the electronics, machinery equipment, and communications sectors, while there was a net outflow from the media and non-bank financial sectors. Specifically, in terms of individual stocks, Dongshan Precision, Accelink, and LUXSHARE-ICT saw net inflows of 6.118 billion yuan, 2.701 billion yuan, and 1.569 billion yuan, respectively. On the outflow side, Eoptolink, FII, and BlueFocus were sold off for 1.203 billion yuan, 780 million yuan, and 713 million yuan, respectively. (First Financial)

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In half a day, main funds increased their positions in the electronics sector and sold off the media sector

Hon Hai announced that its March operating revenue was NT$ 803.738 billion, a year-on-year increase of 45.57%, setting a new record for the same period in history. The operating revenue for the first quarter was NT$ 2.13 trillion, an increase of 29.68% year-on-year. Although the second quarter is traditionally a slow season, Hon Hai expects to maintain growth, but attention must be paid to the impact of the global political and economic situation

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Hon Hai's revenue last month increased by 45.6% year-on-year, requiring continuous attention to the impact of political and economic situations

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Foxconn has commenced trial production of Apple's first foldable iPhone, with a launch expected in the second half of the year. The demand for the device is anticipated to be strong, contingent on pricing. Key suppliers, including Lens Technology and Avary Holding, are involved in providing components and ensuring high manufacturing standards. The foldable phone market is expected to see increased competition with Apple's entry, potentially boosting adoption rates among existing iPhone users. Advances in display technology are also expected to enhance the supply chain dynamics.

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Avary Holding

Ping An CSI Consumer Electronic Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GraniteShares 2x Long AAPL Daily ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Invesco S&P 500 Equal Weight Tech ETF

T-Rex 2X Long Apple Daily Target ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI All Share Integrated Circuit ETF

Direxion Daily AAPL Bull 2X Shares

Direxion Semicon Bull 3X

Direxion Daily AAPL Bear 1x Shares

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

China's Foxconn Starts Trial Production of First Foldable iPhone, Report Says

Foxconn has commenced trial production of Apple's first foldable iPhone, set to launch in the second half of 2026. The device will feature a horizontal foldable design, a 7.7–8 inch 4K inner display, and an outer screen with a punch-hole camera. Apple aims for a crease-free display with a lifespan of 300,000 folds. The China version is expected to start at 14,000–15,000 yuan ($1,960–2,100), with the top-tier model potentially exceeding 20,000 yuan ($2,800), making it the priciest iPhone to date.

- Foxconn has commenced trial production of Apple’s first foldable iPhone, anticipated for launch in the second half of 2026.  
- The device will feature a horizontal foldable design, a 7.7–8 inch 4K-level inner display, and a punch-hole camera on the outer screen.  
- The pricing in China is projected to start at 14,000–15,000 yuan ($1,960–2,100), potentially making it the most expensive iPhone to date.

TechNode

Foxconn begins trial production of Apple’s first foldable iPhone, expected to be its priciest ever

FII(601138.SH)